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
Audi Lighthouse Point/Audi Fort Lauderdale March 2014 - Present
Llano Photography January 1999 - Present
Citi September 2013 - March 2014
JP Morgan Chase November 2008 - October 2012
WAMU/JP Morgan Chase December 2007 - October 2010
The Collection 2007 - 2008
Regions Bank 2007 - 2007
Skills
Sales Management, Customer Service, Loans, Credit, Banking, Sales, Branch Management, Mortgage Lending, Investments, Portfolio Management, Management, Leadership, Finance, Team Building, Access, Operations Management, Process Improvement, Budgets, Customer Retention, Marketing
Education
Miami Dade College 2013 — 2014
BAS
Barry University
Florida International University
WMATA September 2010 - Present
Allstate April 2007 - July 2010
JP Morgan Chase 2005 - 2007
Institute of Travel & Customer Service 2000 - 2003
Skills
Financial Modeling, Essbase, Excel, SAP, Hyperion, Trend Analysis, Variance Analysis, Forecasting, Accounting, Financial Planning, Analysis, Financial Analysis, Strategic Financial..., PeopleSoft, Business Objects, Account Reconciliation, Project Planning
Education
Barry University 2003 — 2004
MBA, Finance
University of the West Indies 1996 — 2000
BS, Accounting
CAST
St. Andrew High School For Girls
JP Morgan Chase January 2011 - April 2015
JPMorgan Securities, Inc. December 2007 - March 2011
Merrill Lynch 2003 - 2007
Fleet Boston Financial - (Legacy Summit Bancorp) 2001 - 2003
Summit Bank March 1997 - 2001
South Eastern Pennsylvania Transportation Authority July 1995 - March 1997
Chase Manhattan Corporation 1985 - 1995
Skills
Investment Banking, Retail, Financial Institutions, Portfolio Management, Banking, Corporate Finance, Capital Markets, Private Equity, Financial Structuring, Finance, Risk Management, Commercial Lending, Leadership, Credit Analysis, Business Planning, Financial Services, Asset Management, Loans, Credit, Mergers & Acquisitions, Management, Change Management
Education
FINRA Registered Principal 2006 — 2009
Series 24, 7, 63, 79
Leadership New Jersey 1999 — 2000
Leadership Fellow, Leadership New Jersey helps leaders in New Jersey become leaders of New Jersey.
Harvard University 1999 — 1999
Executive Leadership Series, Executive Education, Program on Negotiation for Senior Executives.
Chase Manhattan Bank 1993 — 1993
Advanced Markets Risk Assessment
Chase Manhattan Bank Global Credit Training and Corporate Finance Program 1990 — 1991
Risk Assessment and Corporate Finance training
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Management Science
Brooklyn Technical HS 1975 — 1979
High School Diploma, Electrical Engineering
Macy's October 2014 - December 2014
The Ross Companies January 2013 - June 2014
Empire Wealth Strategies October 2012 - December 2012
JP Morgan Chase April 2010 - October 2012
Advance Auto Parts April 2009 - April 2010
Kroger December 2006 - March 2009
Bank of America June 2005 - September 2006
Social Security Administration September 2003 - June 2005
Skills
Series 6, Mutual Funds, Retirement Planning, Loans, Series 63, Supervising, Financial Analysis, Fixed Annuities, Variable Annuities, Operations Management, Merchandising, Employee Benefits, Compensations, Notary Public, Banking, Budgets, Credit, Mortgage Banking, Hiring, Interviewing Skills, Benefits Administration, Life Insurance, Health Insurance, Disability Insurance, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Publisher, Microsoft PowerPoint, Succession Planning, Buy-sell Agreements, Split-dollar Planning, Financial Statement..., P & L, SmartOffice, Mac OS, Windows 7, Professional Writing, Blogging, Political Campaigns, Customer Service, Sales, Social Media Marketing, Logistics, Financial Accounting, Management Accounting, Negotiation, Strategy, Promotions, Event Planning
Education
City University of New York-Baruch College 2013 — 2015
Master of Science (MS), Accounting
The University of Akron 1999 — 2003
Bachelor's Degree, BS in International Business and BS in Marketing
Federal Reserve Bank of New York June 2015 - Present
The Federal Reserve Bank of New York 2005 - Present
Federal Reserve Bank of NY February 2013 - June 2015
Citigroup Inc. February 2003 - June 2005
Neuberger Berman 2003 - 2004
JP Morgan Chase March 2001 - February 2003
Skills
Banking, Financial Analysis, Financial Risk, Financial Services, Risk Management, Credit, Credit Analysis, Credit Risk, Process Improvement, Portfolio Management, AML, Insurance, Enterprise Risk..., Finance, Business Process, Analysis, Business Process..., Program Management, Management, Strategic Financial..., Leadership, Integration, Operational Risk..., Financial Planning
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA)
New York Institute of Finance 1999 — 2000
Certificate
City University of New York-Baruch College 1990 — 1994
BBA
Frankfield High School
Certificate
The Training Associates February 2011 - Present
JP Morgan Chase 2008 - 2011
Accenture 2007 - 2008
Washington Mutual 2005 - 2007
Skills
Instructor-led Training, Captivate, Training Delivery, Hands-on Training, ADDIE, Technical Training, Instructional Design, E-Learning, Needs Analysis, Blended Learning, Leadership, Learning Management, Learning Management..., Soft Skills, Training
Education
Barry University
Bachelor of Science (BS), Professional Studies
Credit Suisse July 2015 - Present
Credit Suisse October 2013 - June 2015
EMC August 2009 - September 2013
Sothebys July 2008 - January 2009
Merrill Lynch January 2007 - August 2008
Fitch Ratings October 2005 - December 2006
Credit Suisse September 2004 - September 2005
Credit Suisse May 2004 - September 2004
JP Morgan Chase April 2003 - March 2004
CIBC May 2002 - November 2002
Skills
SDLC, User Acceptance Testing, Visio, Agile Methodologies, Derivatives, Fixed Income, Business Process, SQL, Unix, Data Migration, Equities, MS Project, Capital Markets, Banking, Business Analysis, Testing, Integration, Quality Assurance, Financial Services, Process Improvement, Software Documentation, Requirements Analysis, Project Management, Wealth Management, Market Data, Software Project..., Electronic Trading, Portfolio Management, FX Options, Financial Markets, Requirements Gathering, IT Strategy, PMO, Securities, Asset Managment, Trading, Agile Project Management, Equity Derivatives, Patience, Level Headed, Clarity, Cross-functional Team..., Enterprise Architecture, Business Requirements, Vendor Management, Management, Solution Architecture, Project Portfolio..., PMP, Management Consulting
Education
Baruch College, City University of New York (CUNY)
Business Administration and Management, General
QAD, Inc. June 2014 - Present
Moody's Investors Service July 2009 - May 2014
Epiq Systems, Inc. July 2008 - June 2009
Bristol Myers Squibb April 2008 - July 2008
Borzal Consulting, Inc. May 2007 - January 2008
JP Morgan Chase June 2000 - May 2007
Affinia Hospitality April 1997 - June 2000
Florida Department of Health/Citrus County June 1996 - February 1997
FAME Information Services (Sungard) January 1991 - March 1996
Skills
Technical Support, System Administration, Infrastructure, ITIL, IT Service Management, Business Process, Icinga, Zabbix, JIRA, BMC Remedy, Peregrine, Confluence, SharePoint, Active Directory, Windows, Linux, Help Desk Support, Troubleshooting, Windows Server, Windows 7, Windows Vista, Windows XP Pro, Apple, System Deployment, Software Installation, Hardware
Education
Baruch College
Master of Science (MS), Statistics
Princeton University
Bachelor's degree, Economics
Citi July 2014 - Present
Renaissance Capital January 2011 - June 2013
GlobalSource Partners, Inc. January 2009 - September 2010
JPMorgan Chase February 2007 - December 2008
JPMorgan Chase October 2005 - February 2007
JP Morgan Chase July 2004 - October 2005
EdisonLearning June 2001 - July 2004
Skills
Corporate Finance, Analysis, Emerging Markets, Financial Analysis, Business Analysis, Business Process..., Program Management, Project Management, Expense Management, Budget Process
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
MBA, Management Information Systems
JPMorgan Chase - Chase Auto Finance 1998 - Present
J.P. Morgan Chase - Chase Automotive Finance Corporation 1998 - Present
JP Morgan Chase 1998 - Present
J P Morgan Chase 1998 - Present
JPMorgan Chase March 1989 - Present
Education
Baruch College, City University of New York (CUNY) 1980 — 1985
New Generation Fitness 2.0 June 1997 - Present
JP Morgan Chase January 2012 - August 2013
JPMorgan Chase June 2010 - January 2012
JPMorgan Chase December 2008 - June 2010
Bank of America January 2008 - December 2008
Perks and Provisions January 2008 - October 2008
The Coca-Cola Company October 2006 - April 2007
Skills
Business Analysis, Personal Training, Requirements Gathering, Banking, Credit, Mortgage Lending, Process Improvement, Financial Services, Mortgage Servicing, Coaching, Selling Skills, Software Documentation, Training
Education
University of Oklahoma 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Liberal Arts and Sciences/Liberal Studies
Barton County Community College 1988 — 1990
Associate of Arts (A.A.), Sports Studies
Santander Bank September 2013 - Present
First Niagara Bank November 2012 - September 2013
First Niagara Bank November 2011 - November 2012
JP Morgan Chase January 2011 - December 2011
JP Morgan Chase January 2010 - January 2011
Prudential Financial June 2008 - January 2010
JPMorgan Chase August 2005 - May 2008
Skills
Presentations, Sales Process, Communication, Compliance, Cash Flow, Cash Management, CRM, Strategic Financial..., Banking, Fixed Annuities, Insurance, Management, Mortgage Lending, Customer Service, Retirement Planning, Mutual Funds, Portfolio Management, Small Business Lending, Training, Credit, Financial Services, Underwriting, Loans, Sales, Finance, Risk Management, Process Improvement, Life Insurance, Retail Banking, Cross Selling, Commercial Lending, Leadership, Small Business, Investments, Financial Analysis, Relationship Management, Credit Analysis, Commercial Banking, Branch Banking, Loan Origination, Series 63, Wealth Management, Mortgage Banking, Customer Retention, Commercial Mortgages, Series 6, Financial Planning, Lines Of Credit
Education
Middlesex University 2004 — 2004
Baruch College, City University of New York (CUNY) 1999 — 2004
BBA, Management
JWT 2011 - Present
JWT August 2010 - Present
JWT June 2009 - July 2010
JWT June 2008 - May 2009
Chase 2003 - 2007
Chase Home Finanace 2003 - 2007
JP Morgan Chase 2003 - 2007
Skills
Ms Word, Excel &..., PeopleSoft, Budgets, Outlook, Microsoft Excel, Lotus Notes, Strategic Thinking
Education
Baruch College 2007 — 2010
Bachelor of Business Administration, Human Resource Management
John Jay College of Criminal Justice
Cleveland Clinic Florida September 2015 - Present
Cleveland Clinic Florida June 2012 - September 2015
Business Development Team October 2010 - June 2012
JP Morgan Chase April 2009 - October 2010
Kingsbrook Jewish Medical Center May 2007 - March 2008
Memorial Sloan-Kettering Cancer Center April 2006 - May 2007
Memorial Sloan-Kettering Cancer Center January 2005 - May 2007
Skills
Access, Budgets, Customer Service, Event Planning, Forecasting, Healthcare Management, Human Resources, Interviews, Marketing, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Public Speaking, Recruiting, Training, Hospitals, Management, Leadership
Education
Barry University 2014 — 2016
Master of Science (M.S.), Health Services Administration
Stony Brook University 1998 — 2003
Bachelor of Arts, Economics and Business Management
NY Public Library October 2014 - April 2015
Sabra Dipping Company, LLC March 2011 - October 2014
Dr Pepper Snapple Group September 2006 - August 2010
Cadbury Schweppes January 2001 - September 2006
JP Morgan Chase June 1997 - January 2001
Metropolitan Water District April 1994 - May 1997
Experian (formerly TRW Info Systems & Services) 1990 - 1994
Skills
Talent Development, Performance Management, 360 Feedback, Coaching, Instructional Design, Large Group Facilitation, Program Facilitation, Training Delivery, Onboarding, Process Development, Process Mapping, Team Building, Talent Management, Executive Coaching, Project Planning, Project Execution, Organizational Design, Workshop Facilitation, Leadership Development, Talent Acquisition, Succession Planning, Business Process Mapping, Employee Engagement, Organizational..., Employee Relations, Process Simulation, Human Resources, Training, Strategy, Project Management, Recruiting, Employee Training, Cross-functional Team..., Change Management, Vendor Management, Leadership, Organizational..., Management, MBTI, Learning Management, Consulting, Training & Development, Process Improvement, Program Management
Education
Manhattanville College
MS, OMHRD
Baruch College, City University of New York (CUNY)
BA, Psychology
Fabipops March 2012 - Present
Scarbrough Management Group, LLC September 2009 - Present
New York Life November 2008 - August 2009
TIAA-CREF February 2007 - November 2008
Lord Abbett December 2004 - January 2007
Bank of New York Mellon 2001 - 2004
JP Morgan Chase August 1999 - June 2001
Skills
Strategic Financial..., Accounting, Account Reconciliation, Business Planning, Event Planning, Finance, Financial Analysis, Financial Services, Insurance, Management, Market Research, Marketing, Microsoft Excel, New Business Development, Small Business, Start-ups, Tax, Financial Planning
Education
Baruch College, City University of New York (CUNY)
Undergrate, Accounting/Finance
Citi January 2012 - Present
BB&T November 2011 - January 2012
JP Morgan Chase December 2010 - November 2011
Skills
Financial Modeling, Credit Analysis, Cash Management, Banking, Analysis, Commercial Banking, Credit, Customer Service, Finance, Financial Analysis, Financial Services, Leadership, Loans, Microsoft Office
Education
Baruch College 2004 — 2011
BBA in Management, Management, Accounting, Psychology
JP Morgan Chase August 2011 - Present
Tablet Inc May 2009 - July 2011
Skills
Microsoft Excel, Sales, Research, Market Research, Cantonese, English, Microsoft Word, Leadership, Outlook, PowerPoint, Microsoft Office
Education
Baruch College 2009 — 2011
Citi June 2011 - Present
JP Morgan Chase February 2011 - May 2011
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bank of Santander April 2013 - Present
JP Morgan Chase January 2010 - February 2012
JP Morgan Chase June 2006 - December 2009
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
MBA, Finance
Keller Williams Town Life March 2014 - Present
Mobil Notary Services LLC 2009 - Present
Prominent Properties Sotheby's Internaitonal Realty February 2008 - Present
JP Morgan Chase 1967 - 2003
Skills
Real Estate, Residential Homes, Property, Sales, Foreclosures, Short Sales, First Time Home Buyers, Sellers, Real Estate Transactions, Relocation, Single Family Homes, Investors, REO, Referrals, New Home Sales, Luxury
Education
City University of New York-Baruch College 1965 — 1974
BBA, Business Management
City Blossoms March 2004 - Present
JP Morgan Chase September 2001 - January 2004
Education
Barnard College 1997 — 2001
BA, Political Science
American Income Life Insurance Company April 2013 - Present
Federal Aviation Administration (FAA) June 2010 - November 2012
JPMorgan Chase January 2005 - March 2008
JP Morgan Chase 1987 - 2008
JPMorgan Chase 2003 - 2005
JPMorgan Chase January 1998 - December 2002
Skills
Microsoft SQL Server, Software Project..., Functional Requirements, Quality Center, Microsoft Excel, Test Automation, Business Analysis, Project Management, Agile Methodologies, Safety Risk Management, Process Improvement, Licensed Life Insurance...
Education
AVTech Institite 2009 — 2009
Certificate, Project Management
City University of New York-Baruch College 1981 — 1985
Bachelor of Business Administration (BBA), Computer Information Systems
Centro July 2014 - Present
mParticle March 2014 - June 2014
VivaKi April 2013 - February 2014
VivaKi September 2010 - March 2013
Milabra June 2010 - August 2010
Amplify Sports and Entertainment May 2008 - December 2008
PNC Bank May 2006 - July 2007
Bank of America July 2005 - April 2006
JP Morgan Chase March 2003 - June 2005
American Express Financial Advisors June 2000 - March 2003
Skills
Digital Marketing, Online Advertising, Digital Strategy, Digital Media, Behavioral Targeting, RTB, Ad Exchanges, Advertising, CRM, Marketing Strategy, Marketing, Strategy, PPC, Mobile Advertising, Social Media Marketing, Mobile Marketing, Web Analytics, Analytics, comScore, Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
M.B.A, Marketing
Lafayette College 1996 — 2000
B.A., Economics/Business
a.i.r. harlem January 2011 - Present
columbia university October 2002 - December 2010
JP Morgan Chase July 2008 - August 2008
UBS Wealth Management January 2008 - May 2008
asthma smart program June 2000 - October 2002
MEDIA MARKETING RESEARCH, INC., April 1998 - January 2000
Skills
Workshops, Program Development, Non-profits, Volunteer Management, Fundraising
Education
Long Island University, Brooklyn Campus 2012 — 2012
Baruch College, City University of New York (CUNY) 2006 — 2008
BA, Finance
JP Morgan Chase March 2010 - Present
Chase Card Services 2010 - Present
Harris Interactive November 2007 - April 2009
Merrill Lynch May 2002 - October 2007
American Express 1995 - 2002
AT&T 1993 - 1995
Directions for Decisions 1990 - 1992
Triestman & Stark Marketing Research 1989 - 1990
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
MBA, Marketing
University at Albany, SUNY 1980 — 1984
BA, Psychology
Goldman Sachs August 2012 - Present
Merrill Lynch April 1999 - March 2009
JP Morgan Chase January 1995 - April 1998
Cravath, Swaine & Moore LLP July 1991 - December 1993
Skills
Fixed Income, Series 7, Hedge Funds, Due Diligence, Derivatives, Securities, Investment Banking, Capital Markets, Equities, Private Equity, Risk Management
Education
Barnard College 1986 — 1991
BA, American History
Northfield Bank June 2010 - Present
Enterprise Bank March 2009 - March 2010
Bank of America July 1999 - February 2009
The Sakura Bank, Ltd. October 1982 - July 1999
JP Morgan Chase June 1978 - October 1982
Education
Baruch College, City University of New York (CUNY) 1976 — 1981
BBA, Accounting
North Shore-LIJ Health System May 2015 - Present
PLATTS - A Segment Of McGraw-Hill October 2013 - April 2015
Bank Leumi USA (BLUSA) October 2012 - October 2013
Citi Group June 2010 - August 2012
Cablevision March 2009 - May 2009
Estee Lauder January 2008 - April 2008
JP Morgan Chase May 2006 - June 2007
JP Morgan Chase January 2000 - May 2006
PMI NYC Chapter 2000 - 2004
JP Morgan Chase April 1993 - January 2000
Skills
Data Warehousing, PMP, PMO, SDLC, Project Portfolio..., Project Management, Vendor Management, Business Analysis, Software Project..., Financial Applications, Banking, Enterprise Architecture, ETL, Security, Business Intelligence, Process Improvement, Agile Methodologies, Software Documentation, SharePoint, Visio, Oracle, Analysis, Information Technology, Project Planning, ITIL, Program Management, Requirements Analysis, Team Leadership, Databases, Management, IT Management, Leadership, Risk Management, Requirements Gathering, MS Project, IT Strategy, User Acceptance Testing, Business Process..., CRM, Integration, Systems Analysis, Testing, Scrum, Business Process, Project Delivery, Resource Management, Agile Project Management, Solution Implementation, IT Service Management, Business Requirements
Education
Baruch College, City University of New York (CUNY) 1989 — 1995
BBA, Accounting
St. Raymond High School
Citi February 2015 - Present
Citi February 2011 - Present
Credit Suisse July 2010 - January 2011
Time Warner Inc. May 2006 - December 2008
Time Warner Inc. January 2003 - June 2006
Time Warner Inc. January 2001 - December 2003
Time Warner Inc. May 1998 - December 2001
Deloitte Consulting February 1994 - April 1998
JP Morgan Chase 1989 - 1994
Skills
PMO, Business Intelligence, SDLC, Offshoring, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 1986 — 1989
BBA, Finance and Investments
JPMorgan Chase August 2012 - Present
JP Morgan Chase January 2011 - August 2012
JPMorgan Chase June 2010 - August 2010
Navidar Group January 2010 - May 2010
UBS Financial Services September 2009 - December 2009
Skills
Equities, Bloomberg, Finance, Investment Banking, Analytics, Financial Analysis, Corporate Finance, Portfolio Management, Capital Markets, Fixed Income, Risk Management, Financial Modeling, Valuation, Bloomberg Terminal, Derivatives, Financial Markets
Education
Baruch College
BBA, Finance and Investments
Investors Bank March 2014 - Present
Nekstep Records January 2004 - Present
Citi October 2011 - March 2014
Santander Consumer USA Inc. November 2010 - October 2011
JP Morgan Chase July 2007 - November 2010
AXA 2008 - 2009
Skills
Commercial Banking, Financial Planning, Home Equity Lines of..., Home Equity Loans, New Business Development, Leasing, Equipment Finance, Commercial Mortgages, Credit Cards, Credit Scoring, Mortgage Lending, Residential Mortgages, Merchant Services, Payment Solutions, Community Banking, Strategic Financial..., Finance, Creativity, Music Creation, Music Performance, Credit Rating, Business Information, Business Expansion, Loans, Retail Banking, Credit, Banking, Lines Of Credit, Cross Selling, Retirement Planning, Deposits, Refinance, Loan Origination, Consumer Lending, Portfolio Management, Business Development, Management, Sales Management, Commercial Real Estate, Cash Management, Securities, Wealth Management, Mortgage Banking, Mutual Funds, Small Business Lending, Commercial Lending, Payments
Education
City University of New York-College of Staten Island 2003 — 2007
BS, Finance, Accounting, Economics
Baruch College
Bank of America August 2015 - Present
HSBC June 2013 - July 2015
Wells Fargo Bank April 2011 - June 2013
Chase Investment Services Corporation August 2009 - April 2011
JP Morgan Chase August 2009 - April 2011
Envision Lending Group November 2007 - December 2008
Clearwater Funding New York Inc. July 2006 - October 2007
Clearwater Funding Group Inc. May 2004 - June 2006
Sunset Mortgage Company LP March 2003 - April 2004
Deloitte June 2000 - March 2002
Skills
Loans, Cash Flow Analysis, Formal Credit Trained, Credit, Finance, Risk Management, Mortgage Lending, Financial Risk, Financial Services, Loan Origination, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Banking, Cash Management, Commercial Real Estate, Lines Of Credit, Credit Risk, Treasury Management, Asset Based Lending, Commercial Mortgages, Relationship Management, Retail Banking, Mortgage Banking, Financial Analysis, Cash Flow
Education
Baruch College, City University of New York (CUNY)
BBA, Real Estate Investment
JP Morgan Chase September 2010 - Present
Fannie Mae March 2009 - September 2010
National Collateral Review, Inc. December 2007 - February 2009
BankUnited February 2005 - December 2007
Education
Barry University 1981 — 1984
BS
First Data Merchant Services May 2014 - Present
Knowledge Masters LLC 2004 - Present
DAMA New York 1997 - Present
Knowledge Masters LLC June 2013 - May 2014
AIG April 2012 - June 2013
S&P 2013 - 2013
Fidelis Care NY February 2011 - April 2012
Knowledge Masters LLC (Warner Music Group) May 2010 - October 2010
Knowledge Masters LLC (Canadian Government) November 2009 - January 2010
JP Morgan Chase March 2009 - May 2009
Skills
Data Architecture, Knowledge Management, Enterprise Architecture, Data Quality, Data Governance, Data Warehousing, Data Modeling, Business Intelligence, Master Data Management, Business Analysis, Information Management, Databases, Governance, Data Management, Database Design, Data Warehouse..., Information Architecture, SDLC, Enterprise Software, Application Architecture, Oracle, Analytics, Architecture, Data Integration, IT Strategy, Teradata, IT Management, Requirements Analysis, Program Management, ETL, SOA, Architectures, Requirements Gathering, Software Development, Solution Architecture, Consulting, Professional Services, Integration, Business Process
Education
Saint John's University 1975 — 1979
MBA, Management
Baruch College, City University of New York (CUNY) 1969 — 1975
BBA, Management
Sacred Heart HS
Academic diploma
Princeton University August 2010 - Present
Princeton University September 2014 - Present
Hunter College September 2008 - August 2010
JP Morgan Chase July 2006 - October 2007
Skills
Data Analysis, R, Data Visualization, Python, Molecular Biology, Research, Science, Matlab, Microsoft Excel, Statistics, LaTeX, Presentations, Teaching, Bioinformatics, PCR
Education
Princeton University 2009 — 2015
Doctor of Philosophy (PhD), Quantitative & Computational Biology
Princeton University 2009 — 2011
Master's degree, Molecular Biology
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance & Investments
PwC December 2012 - Present
PwC May 2011 - November 2012
JPMorgan Chase August 2010 - July 2011
JP Morgan Chase June 2008 - September 2010
Bear Stearns April 2007 - June 2008
FINRA 2006 - 2007
Skills
Training, Human Resources, Private Equity, Financial Analysis, Talent Management, Process Improvement, Business Analysis, Project Management, Organizational Design, Change Management, Recruiting, Leadership, PeopleSoft, Project Planning, Workforce Planning, Microsoft Office, Onboarding, Organizational..., Communication, Oracle Applications, UPK, Operational Compliance, Management Consulting
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Human Resources Management and Services
JPMorgan Chase September 2012 - Present
JP Morgan Chase 2008 - September 2012
Skills
Banking, Commercial Banking, Retail Banking, Lines Of Credit, Relationship Management, Financial Services, Branch Banking, Cash Management, Risk Management, Loans
Education
Baruch College 2007 — 2012
Bachelor of Business Administration (BBA), Finance
HSBC February 2013 - Present
JPMorgan Chase April 2009 - January 2013
JPMorgan January 2007 - April 2009
JP Morgan Chase April 2001 - December 2006
Smith Barney Citigroup July 1997 - May 1999
Skills
Entrepreneurship, Portfolio Management, Series 7, Capital Markets, Wealth Management, Asset Managment, Technology, Technology Management, Program Management, Investments, Fixed Income, Equities, Trading Systems, Trading, Financial Services, Financial Risk, Financial Markets, Asset Management, Investment Banking, Middle Office, Derivatives, Back Office, Business Analysis, Management, Finance, Bloomberg, Risk Management, Valuation, Banking, Hedge Funds, Securities
Education
Penn State University 2006 — 2008
MBA, Economics, Finance
City University of New York-Baruch College - Zicklin School of Business
Bachelor Business Administration, Information Systems
Kozeny, McCubbin & Katz, LLP February 2014 - Present
JP Morgan Chase June 2007 - September 2012
Skills
Cross Selling, Banking, Small Business Lending, Credit, Financial Services, Relationship Management, Retail Banking, Loan Servicing, Loans, Merchant Services, Finance, Mortgage Lending, Financial Analysis, Banking Relationships, Cash Management, Loan Origination, Investments, Credit Cards, Commercial Lending, Microsoft Office, Marketing, Leadership
Education
LaGuardia Community College 2015 — 2017
American Sign Language, Sign Language Interpretation and Translation
Baruch College 2007 — 2011
Bachelor of Arts (B.A.), Marketing, 3.2
New York Legal Assistance Group July 2015 - Present
New York Legal Assistance Group August 2014 - July 2015
The Financial Clinic January 2014 - July 2014
The Financial Clinic May 2012 - January 2014
JP Morgan Chase March 2011 - April 2012
Department of State June 2008 - August 2008
United Nations March 2008 - May 2008
United Nations January 2008 - March 2008
Skills
Research, Microsoft Excel, Microsoft Word, Leadership, Insurance, Customer Satisfaction, Internet Explorer, XP, Troubleshooting, Financial Analysis, Policy, Banking, Management, Public Speaking, Community Outreach, Spanish, Program Management, Budgets, Nonprofits, Analysis, Fundraising, Outlook, Customer Service, International Relations, Microsoft Office, PowerPoint, Financial Services, Strategic Planning
Education
City University of New York City College 2008 — 2010
Master of Arts (M.A.), International Relations
Baruch College, City University of New York (CUNY) 2000 — 2005
BBA, Entrepreneurship and Small Business Management
Department of Finance/NYC October 2013 - Present
City of New York March 2008 - October 2013
JP Morgan Chase May 1999 - March 2008
Skills
Project Management, SDLC, Business Analysis, IVR, Visio, PMP, Program Management, Project Portfolio..., Vendor Management, Project Planning, PMO, Integration, Leadership, Management, IT Strategy, Process Improvement
Education
City University of New York-Baruch College 2012 — 2014
Master of Public Administration (MPA), Public Administration, 3.5
New York University
BS, Art Education
Blue Shield of California April 2013 - Present
Empowered UCLA Extension March 2012 - January 2013
Ultimate Medical Academy April 2009 - January 2012
World Avenue February 2008 - April 2009
Kaplan University August 2004 - February 2008
JP Morgan Chase July 2002 - August 2004
Collegeboard.com September 2001 - July 2002
Citi March 1997 - July 2001
Ogilvy and Mather Worldwide October 1996 - March 1997
Skills
Process Engineering, Entrepreneurship, Higher Education..., Customer Acquisition, Customer Retention, Business Process Design, Interactive Media, Interactive Marketing..., Personnel Recruiting, Talent Management, Talent Acquisition, Strategic Planning, Software Project..., Call Center Development, Management Consulting, ROI Accountability, Gap Analysis, Competitive Analysis, Competitive Intelligence, Enterprise Architecture, Software Design, Software Implementation, Software Quality..., Business Systems..., Business Applications, Business Analysis, Policy, Innovation, Product Management, Product Development, IT Management, Cross-functional Team..., Team Building, Contract Negotiation, Business Strategy, Process Automation, System Automation, Digital Marketing, Marketing Strategy, Project Management, SEM, Display Advertising, Direct Response..., Affiliate Marketing, Social Media Marketing, Audience Segmentation, Contextual Advertising, Behavioral Targeting, CRM, Higher Education
Education
Baruch College, City University of New York (CUNY) 1999 — 2002
MBA, Computer Information Systems
University at Buffalo 1992 — 1996
BS, Business Administration, Marketing
JPMorgan Chase 2006 - Present
Bear Stearns May 2006 - March 2008
JP Morgan Chase May 1990 - March 2006
Goldman Sachs May 1985 - May 1990
Sterling Software May 1985 - May 1987
Education
Villanova University 2006 — 2006
Certificate
Baruch College, City University of New York (CUNY) 1985 — 1987
non matric
SUNY at Farmingdale 1975 — 1977
AAS
JPMorgan Chase & Co. August 2013 - Present
JP Morgan Chase July 2011 - August 2013
Morgan Stanley Smith Barney January 2010 - April 2011
Marcus & Millichap Real Estate Investment Services September 2009 - December 2009
Broadridge Financial Solutions June 2009 - August 2009
Broadridge Financial Solutions June 2008 - August 2008
Skills
Presentation Development, Data Analysis, Technology Integration, Investments, Strategic Financial..., Alternative Investments, Wealth Management, Financial Services, Analysis, Wealth Management..., Financial Modeling, Valuation, Bloomberg, Financial Analysis, Financial Structuring, Bloomberg Terminal, Corporate Finance, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance
AIG July 2013 - Present
Felten Advisers L.L.C. February 2009 - June 2013
JP Morgan Chase 2005 - 2008
JP Morgan Chase 1995 - 2004
JPMorgan Chase 1992 - 1995
JP Morgan Chase 1983 - 1992
Skills
Accounting, Print Services, Risk Management, Financial Management, Change Management, Program Management, Leadership, Managerial Finance, Mergers & Acquisitions, Strategy, Banking, Business Strategy, Portfolio Management, Investments, Asset Management, Due Diligence, Financial Analysis, Team Leadership, Financial Services, Team Building, Six Sigma, Auditing, Human Resources, Finance, Organizational..., Internal Controls, Business Process..., Internal Audit, Executive Management
Education
Baruch College, City University of New York (CUNY) 1973 — 1975
BBA, Acounting
JPMorgan Chase February 2014 - Present
JPMorgan Chase January 2013 - February 2014
JP Morgan Chase January 2011 - January 2013
JPMorgan Chase 2003 - January 2011
J.P. Morgan September 1996 - 2002
Prudential Securities February 1992 - September 1996
Skills
Program Management, Project Management, Business Analysis, Quality Assurance, Compliance, Mutual Funds, Trading Systems, Fixed Income, Securities, Portfolio Management, Equities, Hedge Funds, Team Leadership, Structured Products, Equity Derivatives, Scrum, Offshore Management, Foreign Exchange, Java, Financial Services, Derivatives, KYC, AML, SDLC, Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MS Finance, Finance
Carleton College 1987 — 1991
BA, Economics
Stuyvesant High School 1984 — 1987
EY October 2013 - Present
Ernst & Young June 2012 - August 2012
JP Morgan Chase February 2011 - August 2011
Active Management February 2008 - February 2010
Skills
Auditing, Microsoft Excel, Editing, Internal Controls, Business Writing, Accounting, Financial Reporting, Financial Statements, Accounts Receivable, Financial Accounting, Account Reconciliation, External Audit, Sarbanes-Oxley, PowerPoint, US GAAP, Financial Analysis, Microsoft Office, Finance, General Ledger
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Finance & Investments, Finance, Journalism
J.P. Morgan November 2012 - Present
Terrier Tri - Triathlon Team June 2010 - Present
JPMorgan Chase October 2011 - November 2012
JP Morgan Chase April 2011 - October 2011
JP Morgan Asset Management July 2010 - April 2011
Baruch College January 2006 - May 2010
SBR Multisports February 2007 - September 2009
JPMorgan Chase June 2009 - July 2009
Skills
Foreign Languages, Microsoft Office, Project Planning, Team Motivator, Project Execution, Swimming, Spanish, Triathlon, Coaching, Intercultural Relations, Multicultural, Process Improvement, College Recruiting, Business Analysis, Strategic Thinking, Process Consulting
Education
Baruch College 2006 — 2010
International Business, Economics, Finance, International Marketing, International Business, Communications
UEMS High School - Guayaquil, Ecuador
BlackRock May 2012 - Present
JP Morgan Chase June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Education
The Dwight School 2007 — 2009
High School, International Baccalaureate
Barnard College
Interactive Data Corporation April 2015 - Present
Western Union US – Speedpay Deployment Unit - New York, NY January 2015 - April 2015
Deutsche Bank September 2013 - June 2014
Shecky's Media, Inc. September 2012 - August 2013
INFA Energy Brokers LLC September 2006 - December 2010
JP Morgan Chase November 2005 - September 2006
Prebone Yamane / Natsource LLC August 1997 - October 2005
Skills
MS Excel, VBA Programming, Energy, Market Data, Bloomberg, Commodities, Commodity, VBA, Natural Gas, Investment Banking, Options, Troubleshooting, Hedging, Databases, Electronic Trading, Trading Systems, Commodity Markets, Technical Analysis, Risk Management, Microsoft Excel, Trading, Management, Derivatives, Vendor Management, Access, Telecommunications, Networking, Financial Markets, Marketing, Hedge Funds, Disaster Recovery, Equity Trading, Market Risk, Settlement, Energy Markets, FX Options, Back Office, Fixed Income, Middle Office, Project Finance, Equities, FX trading, Leadership, Securities, Swaps, Portfolio Management, Asset Management, Financial Modeling, Valuation
Education
Baruch College CUNY 1989 — 1991
BA, CIS
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, CIS Computer Information Systems
Mount Sinai Health System May 2015 - Present
Amalgamated Bank June 2012 - April 2015
HSBC January 2011 - June 2012
JP Morgan Chase June 2008 - January 2011
Compass Group North America February 2005 - June 2008
Nordstrom May 2002 - January 2005
Skills
Banking, Credit, Commercial Banking, Loans, Mortgage Lending, Retail Banking, Small Business Lending, Commercial Lending, Portfolio Management, Investments, Financial Analysis, Risk Management, Leadership, Management, Sales Management, Training, Sales, Customer Service, Relationship Management, Treasury Services
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA)
Johnson & Wales University 1998 — 2002
BS, Managment
JPMorgan Chase & Co. July 2014 - Present
Subway - Franchise World Headquarters May 2013 - July 2014
Credit Suisse May 2007 - December 2012
JP Morgan Chase May 2005 - May 2007
Prudential Securities April 1989 - April 2005
Skills
SDLC, Project Management, PMP, Vendor Management, Program Management, Agile Methodologies, Project Portfolio..., Software Project..., PMO, Business Analysis, Scrum, Agile Project Management, Change Management, Requirements Analysis, Resource Management, Project Finance, Information Technology, Business Requirements, Process Improvement, Business Intelligence, Business Process, Project Planning, Enterprise Architecture, Requirements Gathering, Certified Scrum Master, Kanban, MS Project, Agile & Waterfall...
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BBA, Computer Information Systems
Barclays February 2015 - Present
Barclays March 2014 - January 2015
Barclays September 2013 - February 2014
Barclays Capital July 2011 - February 2014
Barclays Capital May 2009 - July 2011
Barclays Capital May 2009 - March 2011
Barclays Capital March 2008 - May 2009
Barclays Capital March 2006 - March 2008
JP Morgan Chase July 2005 - March 2006
Barclays Capital December 2004 - June 2005
Skills
Middle Office, Back Office, Fixed Income, Derivatives, Swaps, Credit Derivatives, Equities, Trading, Bloomberg, FX Options, Interest Rate..., Options, Financial Risk, Settlement, Treasury, Commodity, Hedging, CDS, Product Control, Equity Derivatives, Structured Finance, Finance, Interest Rate Swaps, Rates, Equity Trading, Prime Brokerage, Capital Markets, Credit, ABS, Structured Products, Hedge Funds, Money Market, Collateral Management, Securitization, Securities Lending, Account Reconciliation, Basel II, Financial Services, Corporate Actions, Foreign Exchange, Treasury Management, MBS, Investment Banking, Reference Data, Bonds, Securities, Liquidity Management, Financial Markets, Operational Risk, Emerging Markets
Education
City University of New York-Baruch College - Zicklin School of Business 1988 — 1994
BBA, Accounting
Forest Hills High School 1985 — 1988
HS Diploma, General Studies, concentration in Accounting during senior year at Pace University
AIG October 2014 - Present
AIG January 2013 - Present
Consultant October 2008 - December 2012
Barclays Capital 2007 - 2008
NYFIX, Inc. (currently NYSE Euronext) 2006 - 2007
JP Morgan Chase 2002 - 2006
TD Ameritrade 2000 - 2001
New York Life Insurance Company 1998 - 2000
TD Ameritrade 1995 - 1998
Oppenheimer & Co., Inc. 1989 - 1995
Skills
Internal Communications, Corporate Communications, Financial Services, Advertising, Investor Relations, Media Relations, Copywriting, Certified Program..., Marketing, Graphic Design, Strategic Communications, Direct Marketing, Change Management, Strategy, Project Management, Public Relations, Email Marketing, Marketing Communications, Digital Marketing, Social Media Marketing, Integrated Marketing, Online Marketing, Press Releases, Strategic Planning, Leadership, Business Strategy, Marketing Strategy, Online Advertising, CRM, Social Media, Management, E-commerce, Analytics, Creative Writing
Education
City University of New York-Baruch College
BBA, Marketing, Advertising, Psychology
St. John's University, New York
Act-e Marketing Solutions 2003 - Present
MetLife Bank 2001 - 2002
JP Morgan Chase 2001 - 2002
The Bravo Group 1996 - 2000
Skills
Media Relations, Public Relations, Event Management, Advertising, Event Planning
Education
Baruch College, City University of New York (CUNY)
MA, Graduate School Human Resource Management
Miami Children's Hospital June 2010 - Present
McKesson Provider Technologies September 2009 - June 2010
maxIT Healthcare August 2008 - March 2009
boca raton community hospital August 2006 - August 2008
JP Morgan Chase October 2005 - August 2006
Jackson Memorial Hospital June 1975 - 2004
Skills
Hospitals, Healthcare, Healthcare IT, Process Improvement, Compliance, Healthcare Information..., EMR, Cerner, Project Management, Software Documentation, Policy, Healthcare Management, Program Management, Leadership, Budgets, Team Building, Access, EHR, HIPAA, Revenue Cycle, Training, Human Resources, CPOE, Visio, Software Implementation, Insurance, Healthcare Consulting
Education
Barry University
Miami Dade College
Nomura Securities 2009 - Present
JP Morgan Chase 2002 - 2009
Fleet Bank 2000 - 2001
Liberty Brokerage 1995 - 2000
Skills
Series 7, Series 63, Fixed Income, Bloomberg, Trading Systems, Equity Derivatives, Options, Financial Markets, FINRA, Swaps, Credit Derivatives, Back Office, ETFs, Rates, Prime Brokerage, Structured Products, Proprietary Trading, Finance
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
MBA, Finance
Saint John's University 1990 — 1995
BS, Finance
Chaminade HS 1986 — 1990
Lavery and Associates, LTD January 2011 - Present
MasterCard February 2004 - December 2009
JP Morgan Chase January 2001 - January 2004
Chase Investments Services Group January 1998 - January 2001
GE Capital January 1996 - January 1998
CHASE MANHATTAN BANK January 1995 - January 1996
Citibank January 1986 - January 1995
Skills
Financial Modeling, Risk Management, Market Analysis, Credit Cards, Payments, Cards, Retail Banking, Credit Risk, Risk, Debit Cards, Credit, Analytics, Financial Analysis, SAS, Segmentation, Business Analysis, Pricing, P&L Management, Forecasting, Due Diligence, Process Improvement, MIS, Management Consulting, Business Planning, Management, Financial Services, Portfolio Management, Investments, Consulting, Financial Risk
Education
Baruch Collage
MBA
Columbia University in the City of New York
Delhi University
BA
St. Columbus High School
RPM Direct July 2015 - Present
Bullseye Marketing Group October 2004 - June 2015
Reader's Digest Association, Inc June 1999 - October 2004
GE Capital - Card Services 1998 - 1999
JP MORGAN CHASE 1995 - 1998
Skills
Direct Marketing, Database Marketing, Digital Marketing, Email Marketing, Direct Mail, Customer Acquisition, Integrated Marketing, Multi-channel Marketing, Marketing Strategy, Analytics, Lead Generation, Online Advertising, Advertising, Strategic Partnerships, Digital Strategy, Brand Development, Marketing, CRM, B2B, Segmentation, Strategy, Management
Education
Baruch College, City University of New York (CUNY) 1979 — 1984
MBA
University at Albany, SUNY 1975 — 1979
BA
EmblemHealth March 2009 - Present
Royal Bank of Scotland February 2007 - March 2009
JP Morgan Chase August 2006 - February 2007
Thomson Reuters May 2005 - August 2006
Consulting Assignments 1998 - 2005
Deloitte Consulting 1996 - 1997
ITR Technologies 1993 - 1996
Deloitte Consulting 1989 - 1993
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Business Management
TIAA-CREF March 2007 - Present
Mizuho Corporate Bank April 2006 - February 2007
Neuberger Berman, A Lehman Brothers Company March 2003 - April 2006
JP Morgan Chase December 1999 - March 2003
MetLife June 1989 - December 1999
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
HSBC May 2012 - Present
JP Morgan Chase March 2006 - May 2012
Bank of America 2012 - 2012
JP Morgan Chase May 2000 - March 2006
Societe Generale 1998 - 2000
Skills
Derivatives, Fixed Income, Bonds, CDS, Trading Systems, Financial Markets, Bloomberg, Electronic Trading, Risk, Financial Services, Financial Risk, Trading, Portfolio Management, Options, Risk Management, Credit Derivatives, Investment Banking, Equities, Capital Markets, Credit, Market Risk, Business Analysis, FX Options, Commodity
Education
City University of New York-Baruch College 1998 — 2001
BBA, Finance
Citi November 2012 - Present
JP Morgan Chase January 2011 - October 2012
BT January 2005 - March 2010
Radianz June 2000 - December 2005
Instinet Corporation July 1997 - May 2000
Reuters 1997 - 2000
Donovan Data Systems September 1984 - February 1997
Electronic Data and Rates 1992 - 1994
Skills
Telecommunications, Business Analysis, Vendor Management, Risk Management, Program Management, ITIL, Change Management, Business Continuity, Disaster Recovery, Project Management, Integration, Management, Incident Management, PMO, Strategy, Leadership, SDLC, Service Delivery, Requirements Analysis, Project Planning, Enterprise Software, Outsourcing, Software Documentation, Data Center, Start-ups, IT Strategy, IT Management, Networking, Project Portfolio..., Governance, Project Delivery, IT Service Management, Business Process..., CRM, Managed Services, Process Improvement, SaaS, Professional Services, Team Leadership, Strategic Planning, Information Technology, Business Process, Business Intelligence, Executive Management, Financial Services
Education
Baruch College, City University of New York (CUNY) 1982 — 1989
MBA, Marketing Management
Baruch College, City University of New York (CUNY) 1978 — 1982
Bachelor’s Degree, Advertising
MasterCard July 2013 - Present
MasterCard Worldwide July 2011 - July 2013
MasterCard August 2008 - July 2011
MasterCard June 2006 - August 2008
MasterCard January 2003 - June 2006
JP Morgan Chase July 1989 - October 2001
Education
New York University, Stern School of Business 1997 — 1999
MBA, Executive Program, Management
Barnard College 1985 — 1989
BA
PNC Mortgage February 2014 - Present
PNC Mortgage June 2012 - February 2014
Fifth Third Bank February 2009 - May 2012
Fifth Third Bank February 2006 - May 2009
JP Morgan Chase 1996 - 2006
Chase Home Finance 1996 - 2006
M & T Bank 1983 - 1995
Citizens Savings Bank 1983 - 1995
Skills
Bankruptcy, Default, Foreclosures, Process Improvement, Loan Servicing, Mortgage Servicing, FHA, Asset Managment, Asset Management, REO
Education
Barry University 1998 — 2000
Missouri State University 1995 — 1996
JP Morgan Chase February 2013 - Present
JPMorgan Chase & Co. October 2010 - January 2013
National Financial Partners January 2006 - October 2010
National Financial Partners January 2005 - December 2005
National Financial Partners January 2003 - December 2004
Skills
Financial Reporting, Strategic Financial..., Financial Modeling, Due Diligence, Financial Analysis, Analysis, Corporate Finance, Sarbanes-Oxley Act, Business Analysis, Variance Analysis, Managerial Finance, Accounting, Internal Controls, Finance, Valuation, Auditing, Mergers & Acquisitions, Financial Planning
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
Baruch College 1989 — 1994
BBA, Accounting
Empire State Pride Agenda April 2010 - Present
Bank of America July 2005 - November 2007
JP Morgan Chase May 2004 - July 2005
JP Morgan 2000 - 2005
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
Hold Brothers Capital, LLC 2015 - Present
BNY Mellon 2010 - 2014
JP Morgan Chase 2007 - 2010
Hold Brothers On-line Investment Services, LLC 2003 - 2007
Worldco 2000 - 2003
Orca Securities 1997 - 2000
Skills
Equities, Trading, Credit, Bloomberg Terminal, Portfolio Management, Accounting, Pricing, Derivatives, Financial Modeling, Investments, Risk Management, Financial Analysis, Bonds, Loans, Analysis, Leadership, Banking, Financial Markets, Bloomberg, Series 7, Structured Products, Options, Commodity, Finance, Financial Risk, Equity Derivatives, Research, Financial Services, Investment Banking, FX Options, Financial Reporting, Trading Systems, Fixed Income, Securities, Credit Analysis, Asset Management, Mutual Funds, Corporate Finance, Due Diligence, Hedge Funds, Capital Markets, Microsoft Excel, Credit Derivatives, Middle Office, Valuation, Electronic Trading, Business Analysis, Emerging Markets, Alternative Investments, Equity Trading
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2013
Master of Business Administration (MBA), Finance, Investments
Wipro June 2014 - Present
Wipro May 2013 - Present
JPMorgan Chase June 2012 - April 2013
NBC Universal December 2009 - June 2012
NBC Universal July 2005 - January 2010
JPMorgan Chase Bank February 1998 - June 2005
JP Morgan Chase 1998 - 2005
American Express 1995 - 1998
Skills
Disaster Recovery, VMware, Servers, VMware ESX, Data Center, Virtualization, Active Directory, Windows Server, Citrix, Netbackup, Windows, Troubleshooting, High Availability, SharePoint, Microsoft SQL Server, Cloud Computing, Infrastructure, Unix, IIS, System Administration, HP, Cisco Technologies, System Deployment, VMware Infrastructure, ITIL, Integration, Business Continuity, Enterprise Architecture
Education
Baruch College 1995 — 1998
Bachelor's degree, Computer Information Systems
City University of New York-Baruch College 1991 — 1995
BS, Computer Information Systems
JP Morgan Chase March 2003 - December 2008
Johnson & Johnson (OrthoBiotech) March 2002 - January 2003
Prudential Financial December 2001 - March 2002
Global Network Technology Services October 1999 - July 2001
Rhodia May 1998 - October 1999
Prudential Financial September 1995 - May 1998
Journal of Commerce June 1992 - July 1995
BANKERS TRUST COMPANY April 1991 - June 1992
Credit Suisse First Boston December 1985 - March 1991
Salomon Brothers February 1982 - December 1985
Skills
Vendor Management, Disaster Recovery, SDLC, ITIL, Project Management, Process Improvement, Program Management, Visio, Unix, Data Center, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1967 — 1977
MBA, Computer Methodologies
City University of New York City College 1961 — 1967
BS, Mathematics
JP Morgan Chase March 2011 - Present
Social Service Coordinators, Inc. May 2008 - August 2010
Social Service Coordinators, Inc. September 2005 - May 2008
Fidelis Care New York March 2000 - September 2005
United Healthcare, NY September 1998 - March 2000
Skills
Business Analysis, Visio, Software Development, Business Intelligence, Process Improvement, Microsoft SQL Server, Project Management, Access, SQL, HIPAA, Visual Basic, Vendor Management, Requirements Gathering, Software Documentation, Management, SDLC, Team Leadership, Active Directory, Integration, Disaster Recovery, Leadership, SharePoint, Information Technology, IT Management, IT Strategy, Requirements Analysis, Data Warehousing, Databases
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Information Systems
JP Morgan Chase October 2003 - Present
JPMorgan Chase 2003 - Present
Deloitte 1999 - 2003
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
Sydenham College of Commerce 1993 — 1996
TY Bcom, Accounting
Narsee Monjee College of Commerce 1991 — 1993
HSC, Commerce
Seventh Day Adventist
New Jersey City University Project ManagerTaproot Foundation2006 - 2007
JP Morgan Chase 1989 - 2005
Education
Baruch College, City University of New York (CUNY)
Wells Fargo Home Mortgage November 2012 - Present
JP MORGAN CHASE June 2007 - October 2012
JPMorgan Chase March 2006 - June 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Refinance, FHA, Residential Mortgages, Finance, Government Loans, VA Loans, First Time Home Buyers, FHA Financing, Home Equity Loans, Real Estate Financing, Credit, Non-Conforming, Home Equity Lines of..., Banking, Credit Analysis, Investments, Financial Services, Real Estate, Consumer Lending, Financial Analysis, Investment Properties, Legal Compliance
Education
City University of New York-Baruch College 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
JP Morgan Chase January 2007 - Present
Hudson United Bank 2005 - 2006
GreenPoint Bank 1991 - 2004
Skills
Banking, Strategic Planning, Team Leadership, Management, Marketing, Project Management, Financial Services, Budgets, Coaching, Team Building, Strategy, Process Improvement, Vendor Management, Leadership, Customer Service, Negotiation, Program Management, Marketing Strategy, Risk Management, Product Management
Education
Baruch College
Bachelor of Business Administration (BBA), Management
Wagner College
Master of Business Administration (MBA), Management
First Data Corporation May 2014 - Present
JPMorgan Chase September 2004 - May 2014
JP Morgan Chase November 2002 - August 2004
JP Morgan Chase September 1994 - September 2002
Skills
Talent Management, Employee Engagement, Performance Management, Recruiting, Employee Relations, HR Consulting, Human Resources, Employee Benefits, Career Development, Strategy, Personnel Management, Succession Planning, Interviews, Temporary Placement, Talent Acquisition
Education
Baruch College, City University of New York (CUNY) 1987 — 1989
B.B.A, Industrial Psychology
JPMorgan August 2012 - Present
JPMorgan Chase October 2009 - August 2012
JP Morgan Chase 2007 - 2009
JPMorgan 1998 - 2009
Skills
Hedge Funds, Mutual Funds, Valuation, Financial Services, Fund Accounting, Accounting, Management, Bloomberg, Financial Analysis, Fixed Income, Equities, Securities, Banking, Derivatives, Investments, Financial Modeling, Financial Reporting, Funding, Risk Management, Asset Management, Account Reconciliation, Alternative Investments, Auditing, Business Analysis, Cash Management, Corporate Actions, Corporate Finance, Credit, Due Diligence, Finance, Financial Accounting, Financial Risk, Global Custody, Investment Banking, Internal Controls, Process Improvement, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 1991 — 1996
BA, Accounting
JPMorgan Chase July 2012 - Present
JPMorgan Chase March 2009 - July 2012
JPMorgan Chase January 2005 - February 2009
jpmorgan chase January 2003 - January 2005
JPMorgan Chase January 2000 - January 2003
JPMorgan Chase June 1998 - January 2000
JP Morgan Chase July 1994 - June 1998
Skills
Customer Engagement, Talent Management, Project Management, Performance Management, Relationship Management, Change Management, Management, Leadership, Human Resources, Personnel Management, Coaching, Strategy, Training, Recruiting, Employee Relations, Program Management, Onboarding, Organizational..., Vendor Management, Strategic Planning, Leadership Development, Process Improvement, Banking, Team Building
Education
Baruch College, City University of New York (CUNY) 2003 — 2008
MBA, Management
LIU Brooklyn 1994 — 1998
BA, Psychology
Structured Portfolio Management May 2011 - Present
JP Morgan Chase April 2010 - May 2011
Grant Thornton January 2006 - April 2010
Skills
Financial Reporting, Auditing, GAAP, SEC filings, Internal Controls, Accounting, Financial Analysis, CPA, US GAAP, Due Diligence, Financial Statements, Financial Modeling, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Achieve Through Sports Foundation, LTD December 2012 - Present
NeoRising Technologies September 2010 - Present
Chimera Securities January 2010 - August 2010
JP Morgan Chase June 2009 - August 2009
Skills
Equity Trading, Options, Trading, Equities, Investments, Portfolio Management, Derivatives, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Finance and Investments
HSBC January 2013 - Present
JP Morgan Chase September 2011 - Present
HIP 2007 - 2008
NYSE Euronext/ SIAC 2005 - 2006
Citigroup 2004 - 2005
Guardian Life Insurance 2003 - 2003
Bank of New York Mellon 2001 - 2003
Skills
Compliance Audits, AML, Certified Fraud Examiner, GAAP, Bank Secrecy Act, Internal Controls, Financial Reporting, Financial Accounting, SOX, Auditing, Compliance, Accounting, Investigation, Forensic Accounting, Internal Audit, General Ledger, Fraud Investigations, Financial Analysis, Fraud, Business Continuity, Corporate Finance, Financial Risk, Enterprise Risk...
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance
Bank of America June 2013 - Present
Credit Suisse June 2010 - December 2012
Merrill Lynch February 2007 - June 2010
Bank of America / Merrill Lynch 2007 - June 2010
Banc of America Investments 2009 - 2009
J.P. Morgan Securities Inc. 1991 - 2007
JPMorganChase 1991 - 2007
JPMorgan 1991 - 2007
JP Morgan 1991 - 2007
JP Morgan Chase 1991 - 2007
Skills
Equities, Risk Management, Trading Systems, Electronic Trading, Vendor Management, Business Analysis, Securities, Exchange Connectivity, Equity Trading, Low Latency, Smart Order Routing, Sybase, Emerging Markets, SDLC, Options, FIX, Low Latency Trading, LATAM, Derivatives, Market Data, Fixed Income, Trading, Capital Markets
Education
Baruch College, City University of New York (CUNY)
Bachelor's Degree, Computer Science and Marketing Management
New York University
Bank of America February 2015 - Present
Banc of America Securities June 2007 - Present
Bank of America 2007 - Present
Bank of America Securities 2007 - Present
BANK OF AMERICA MERRLL LYNCH 2007 - Present
Citigroup 2005 - 2007
JP Morgan Chase 1996 - 2005
JPMorgan Chase 1996 - 2005
JPM Securities Inc 1996 - 2005
JPMorgan 1998 - 2004
Skills
Fixed Income, Credit, Analysis, Risk, P&L, Credit Derivatives, Series 7, Securities, Derivatives, Risk Management, CDO, Middle Office, Bonds, CDS, Interest Rate...
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Statistics & Operations Research and Finance
Baruch College, City University of New York (CUNY) 1989 — 1994
Bachelor of Business Administration (BBA), Accounting and Finance
N & E Systems, Inc. August 1983 - Present
JP Morgan Chase 1996 - 2006
Skills
Business Analysis, Sybase, SDLC, SQL, DB2, Vendor Management, IBM iSeries, Systems Analysis, Software Development, Requirements Analysis, IT Strategy, Software Project..., Business Intelligence, IT Management, Integration
Education
Baruch College, City University of New York (CUNY) 1961 — 1969
High School
Royal Caribbean Cruises, Ltd. December 2012 - Present
Royal Caribbean International February 2008 - November 2012
Ryder 2005 - 2006
JP Morgan Chase 2004 - 2005
Enterprise Rent-A-Car 2003 - 2004
Skills
Financial Analysis, Business Analysis, Forecasting, Sarbanes-Oxley Act, Finance, Business Process..., Budgets, Process Improvement, Financial Reporting, Management, Vendor Management, Leadership, Team Leadership, Auditing, Business Intelligence, Accounting, Analysis, Project Management, Financial Modeling, Strategic Planning, Risk Management, Internal Controls, Financial Accounting, Project Planning, Business Process, Data Analysis, Change Management, ERP, Strategy, Operations Management, IT Asset Management
Education
Barry University 1999 — 2003
Bachelor of Science (B.S.)
JPMorgan Chase Card Services Talent Aquisition Mgr NA OperationsChase2007 - Present
JPMorgan 1997 - Present
JP Morgan Chase 1997 - Present
JPMorgan Chase 1997 - 1998
Educators for Social Responsibility 1992 - 1995
Education
Barnard College 1988 — 1992
Bachelors degree, spanish literature
City of Atlanta 311 - Office of the Mayor October 2013 - Present
Seattle City Light January 2011 - May 2013
Seattle City Light October 2007 - December 2010
Seattle City Light September 2006 - May 2007
National Urban Fellows 2006 - 2007
JP Morgan Chase January 2002 - May 2006
JP Morgan Chase November 2000 - January 2002
Skills
Community Outreach, Leadership Development, Certificate, Creating..., Program Development, Organizational..., Public Speaking, Fundraising, Policy Analysis, Program Evaluation, Strategic Planning, Workshop Facilitation, Performance Management, Grant Writing, Event Planning, Public Policy, Staff Development, Coaching, Team Building, Program Management, Research, Non-profits, Policy, Proposal Writing, Strategic Communications, Community Development, Strategy, Human Resources, Public Administration, Leadership, Vendor Management, Government, Training, Volunteer Management, Project Management, Analysis, Data Analysis, Change Management, Project Planning, Budgets, Process Improvement, Recruiting
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
Masters, Public Administration
Hampton University 1991 — 1995
BA, Psychology
TD Bank, N.A. May 2005 - August 2014
JP Morgan Chase May 1990 - May 2005
Marine Midland Bank (HSBC USA) January 1981 - May 1990
Skills
Commercial Lending, Loans, Small Business Lending, Banking, Commercial Banking, Credit Analysis, Financial Analysis, Credit, Cash Management
Education
Baruch College, City University of New York (CUNY)
MBA, Finance
Fordham Prep
AmeriTech Advisors July 2010 - Present
HSBC Bank January 2006 - September 2008
Lincoln Financial Advisors April 2005 - January 2006
JP Morgan Chase August 2003 - March 2005
Western Union Financial Services 1992 - 1994
Healthline 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing
Iona College
Chase January 2000 - May 2008
JP Morgan Chase 1993 - 2008
JPMorgan Chase 1985 - 2008
Education
Baruch College, City University of New York (CUNY) 1971 — 1974
BA, Computer Science
JPMorgan Chase September 2013 - Present
JP Morgan Chase February 2010 - September 2013
JPMorgan Chase October 2008 - February 2010
Washington Mutual Bank October 2002 - September 2008
The Dime Savings Bank of New York, FSB March 1995 - September 2002
The Dime Savings Bank of New York, FSB September 1982 - March 1995
Skills
Call Centers, Mortgage Servicing, Process Improvement, Loss Mitigation, Banking, Leadership, Management, Mortgage Banking, Default, Customer Service, Loans, Retail Banking, Vendor Management, Loan Servicing, Business Analysis, Call Center, Foreclosures, Project Management, Business Process..., Analysis, Customer Experience, Customer Satisfaction, Performance Management, Coaching
Education
Baruch College 1985 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Queensborough Community College 1983 — 1984
Associate of Science (A.S.), Computer Programming
J.P. Morgan January 2015 - Present
JPMorgan Chase September 2011 - December 2014
JP Morgan Chase June 2010 - August 2010
UBS Investment Bank August 2006 - July 2009
ADP India January 2005 - August 2006
Convergys India May 2004 - December 2004
GECIS October 2003 - January 2004
Skills
Process Improvement, Financial Modeling, Management, Finance, Investment Banking, Valuation, Bonds, Hedge Funds, Investments, Trading, ERP, Software Documentation, Settlement, Internal Audit, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Finance and Economics
Osmania University 2001 — 2004
B Com (Honors), Finance and Management
The Baltimore Life Insurance Company August 2003 - Present
JP Morgan Chase November 1994 - August 2002
Education
Baruch College 1988 — 1992
BBA, Management
Deloitte February 2012 - Present
Hofstra University August 2011 - June 2012
Law Office of Karen Ferrare, P.C. September 2011 - February 2012
CA Technologies June 2011 - September 2011
Pall Corporation January 2011 - May 2011
United Nations May 2010 - January 2011
JP Morgan Chase September 2008 - June 2009
Community Healthcare Network January 2008 - July 2008
NY State Senate July 2006 - January 2008
Coney Island Hospital July 2005 - September 2006
Skills
Strong Legal Research..., Business and Legal..., Strong Written and..., Document Drafting, Business and Emotional..., Securities Law..., Real Estate &..., Employment Law..., Entertainment Industry..., In House Legal..., Finance and Banking..., Leadership Experience, Tax, Securities, Legal, Corporate Law, Legal Writing, Tax Law, Securities Regulation, Legal Research, Westlaw, Corporate Finance, Legal Issues, International Tax, Lexis, International Law, Corporate Governance, Leadership, Finance, Due Diligence, Mergers & Acquisitions, Bankruptcy, LexisNexis
Education
Hofstra University School of Law 2009 — 2012
Doctor of Law (JD), Law
Hofstra University Zarb School of Business 2010 — 2012
MBA, Finance
City University of New York-Baruch College - Zicklin School of Business 2005 — 2008
BBA, Finance, General
Stuyvesant High School 2001 — 2005
HS Diploma
JP Morgan Chase April 2011 - Present
JPMorgan Chase June 2006 - March 2011
Valley National Bank February 2004 - July 2006
Education
Barnard College 2008 — 2011
Finance, Investments
J.P. Morgan December 2014 - Present
JP Morgan Chase March 2011 - November 2014
JPMorgan Chase May 2009 - March 2011
The Reserve Funds July 2007 - October 2008
The Reserve Funds March 2006 - July 2007
Astoria Federal Savings September 2004 - March 2006
Skills
Portfolio Management, Investments, Banking, Mutual Funds, Credit, Trading, Loans, Mortgage Lending, Financial Modeling, Financial Analysis, Management, Series 7, Sales, Asset Allocation, Fixed Income, Finance, Equities
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance
JPMorgan Chase & Co. June 2015 - Present
Merrill Lynch April 2013 - April 2014
Goldman Sachs May 2011 - March 2013
JP Morgan Chase July 2006 - May 2011
UNFCU - Raymond James Financial Services 2005 - 2006
Law Office 2005 - 2006
Merrill Lynch January 2005 - May 2005
Skills
Capital Markets, Financial Analysis, Equities, Financial Modeling, Investment Banking, Derivatives, Enterprise Risk..., Risk Management, Financial Risk, Credit Risk, Corporate Finance, Banking, Finance, Internal Audit, Portfolio Management, Valuation, Due Diligence, Securities, Operational Risk, Financial Reporting, Private Equity, Hedge Funds, Fixed Income, Structured Products, Asset Management, Market Risk, Bloomberg, Financial Services, Business Analysis, Basel II, Bonds, AML, Credit Derivatives, Alternative Investments, Operational Risk...
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
BA Finance, Finance
Citi Personal Wealth Management December 2014 - Present
JP Morgan Chase November 2010 - 2014
Morgan Stanley Smith Barney June 1999 - December 2010
Citi June 1994 - June 1999
Citicorp Investment Services February 1992 - May 1997
American Express Financial Advisors October 1987 - February 1992
Standard & Poor's March 1981 - October 1987
Skills
Series 7, Wealth Management, Investments, Alternative Investments, Series 24, FINRA, Asset Managment, Securities, Fixed Income, Equities, Retirement Planning, Retirement, Fixed Annuities, Financial Services, Estate Planning, Wealth Management..., Investment Advisory, Separately Managed..., Certified Financial..., CLU, 401k, Asset Allocation, Investment Strategies, Life Insurance, Insurance, Financial Planning
Education
Pace University - Lubin School of Business 1984 — 1993
MBA, Finance
Baruch College, City University of New York (CUNY) 1979 — 1981
BBA, Economics
LaGuardia Community College 1976 — 1978
AS, Business Administration
Kykkos Gymnasium
J.P. Morgan Chase Bank N.A. January 2011 - Present
JP Morgan Chase September 2009 - December 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, General
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Finance and Investments
IBM January 2013 - Present
IBM 2001 - Present
IBM 1995 - 2001
IBM 1994 - 1995
JP Morgan Chase 1977 - 1979
Skills
Design of Master Data..., Information..., Design SOA solutions, Enterprise Architecture, State and Local..., Master Data Management, Information Integration, Solution Design, EAI, TOGAF, ESB, Solution Architecture, Architecture, Customer Data..., Integration Architecture, Middleware, Cloud Computing, IT Strategy, Integration, Business Architecture, Data Integration, Enterprise Integration, Technical Architecture, Business Intelligence, Architecture Frameworks, Information Management, Business Alignment, Data Warehouse..., SOA, SaaS, Technical Leadership, Pre-sales, ETL, Big Data, Architectures, WebSphere Application..., DB2, Application Architecture
Education
Baruch College, City University of New York (CUNY) 1973 — 1976
BBA, Management
Binghamton University
Computer Science
Mount Sinai Health System October 2011 - Present
Mount Sinai Medical Center 2011 - 2012
Mt. Sinai Medical Center January 2011 - December 2011
Per Scholas, Inc. September 2010 - October 2010
NYC Department of Education - School of Global Leadership August 2010 - August 2010
Comp 2 Kids July 2010 - August 2010
Citi Habitats April 2009 - May 2010
JP Morgan Chase May 2005 - October 2008
Skills
Healthcare, Healthcare Information..., Customer Service, CPOE, Outlook, HIPAA, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Project Management, EHR, Access, EMR, Software Documentation, Strategic Planning, Public Speaking, Team Building, Sales, Analysis, Troubleshooting
Education
Per Scholas Institute for Technology 2010 — 2010
A+, Network+ Certifications, Information Technology & Computer Repair
Baruch College 1986 — 1991
B.A., Business Journalism
Pitney Bowes July 2012 - Present
Skiff Div of Hearst Media Corp. August 2009 - November 2009
Ann Taylor October 2007 - November 2008
JP Morgan Chase August 2006 - July 2007
Nautica October 2004 - July 2006
Fonda Brands June 2003 - June 2004
Beiersdorf March 1998 - May 2003
Skills
Team Leadership, Coaching, Creative Problem Solving, Cross-functional Team..., Forecasting, Budgets, Analysis, Financial Analysis, Financial Reporting, Strategic Planning, Data Analysis, Management, Auditing, Marketing, Project Planning
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Masters, Corporate Communication
York University
Bachelor of Arts, Finance & Management Accounting
University of Technology
Associates, Business Admin & Accounting
The Madison Square Garden Company October 2014 - Present
Girl Scouts of the USA January 2013 - September 2013
EmblemHealth November 2009 - November 2011
Oce Business Services June 2005 - October 2009
JPMorgan Chase July 1999 - August 2004
JP Morgan Chase April 1997 - June 1999
JP Morgan Chase September 1989 - March 1997
Skills
HRIS, Human Resources, Incentive Programs, Policy, Job Evaluation, Analysis, Budgets, Deferred Compensation, Job Descriptions, Personnel Management, Salary, Employee Benefits, Onboarding
Education
City University of New York-Baruch College 1996 — 2013
BA, Psychology
New York City Technical College 1992 — 1996
AS, Marketing and Sales
World at Work Professional Association
CCP, Compensation
Millennium Management May 2015 - Present
JPMorgan Chase April 2013 - April 2015
JPMorgan Chase March 2012 - April 2013
JP Morgan Chase May 2010 - March 2012
Deloitte June 2008 - April 2010
Deloitte May 2006 - January 2008
TAHAS Technologies June 2005 - March 2006
Federal Reserve Bank of New York June 2004 - August 2004
Skills
Financial Reporting, Valuation, Audit, Compliance, Finance, Business Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Due Diligence, DCF, Financial Statement..., Cash Flow, Bloomberg, GAAP, Project Management, Executive Reporting
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
BBA, Finance and Investments
City University of New York-Hunter College 2004 — 2005
Morgan Stanley January 2013 - Present
Morgan Stanley March 2011 - Present
JP Morgan Chase June 2010 - March 2011
Citi October 2003 - March 2009
Mizuho Corporate Bank September 1996 - June 2003
Skills
Fixed Income, Derivatives, Finance
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
B.B.A., Finance and Investment
JP Morgan Chase June 2010 - Present
Citi Group June 2005 - June 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Investments
New York University, Graduate School of Arts and Sciences 1997 — 2000
Master of Science (M.S.), Computer Science
JP Morgan Chase March 1990 - Present
JP Morgan Chase 1990 - October 2009
JPMorgan Chase 1990 - 2009
Dreyfus 1988 - 1990
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA, Computer Information Systems
Pre-College
Clifton Savings Bank April 2013 - Present
The Provident Bank November 2010 - March 2013
JP Morgan Chase July 2008 - May 2010
Opus Home Equity 2005 - 2008
Skills
Banking, Lines Of Credit, Mortgage Lending, Loans, Credit, Retail Banking, Mortgage Banking, Credit Analysis, Consumer Lending, Small Business Lending, Commercial Banking, Commercial Lending, Management, Notary Public, Sales Management, Insurance, Customer Retention, Process Improvement, Vendor Management, Real Estate, FHA financing, FHA, Refinance, Finance, Mergers & Acquisitions, Underwriting, Customer Service, Sales, Residential Mortgages, Customer Satisfaction, USDA, Home Equity Lines of..., Reverse Mortgages, VA loans, Cash Management, Credit Risk, Portfolio Management, Construction Loans, Commercial Mortgages, Home Equity Loans, Real Estate Financing, Loan Origination, Loan Servicing, Investments, Cross Selling, Branch Management, Funding, Real Estate Economics, Investment Properties, Financial Institutions
Education
Dominican Republic 2000 — 2004
Long Island University, C.W. Post Campus 1998 — 2001
MBA, Business Administration
Baruch College 1990 — 1996
BBA, Bachelor of Business Administration
Dominican Republic
RBC Wealth Management 2009 - Present
Citi 2001 - 2009
JP Morgan Chase 2000 - 2001
Skills
High Net Worth..., Wealth Management..., Trusts, Financial Advisory, Investments, Asset Allocation, Alternative Investments, Asset Management, Wealth Management, Hedge Funds, Wealth, Portfolio Management, Trust Services, Private Banking, Banking, Investment Advisory, Tax, Investment Strategies, Estate Planning, Investment Management
Education
Barnard College
Bachelor's Degree, French Language and Literature, Magna cum laude
Columbia Law School
JD
Columbia University Graduate School of Arts and Sciences
Master's degree, French Language and Literature
Hess Corporation April 2011 - October 2013
JP Morgan Chase March 2010 - April 2011
RZB Finance, LLC September 2008 - December 2008
Ewa Bogden, Esq January 2004 - June 2004
Skills
Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
Bachelor of Business Administration, Finance
Nassau Community College
Associate of Arts, Liberal Arts
JP Morgan Chase May 2011 - Present
JP Morgan Chase July 2010 - May 2011
MassMutual Financial Group May 2009 - July 2010
China - U.S. Chamber of Commerce August 2008 - May 2009
Direct Brands, Inc. August 2007 - May 2008
Skills
Series 7, Series 63, Investments, Insurance, Strategic Financial..., Wealth Management, Uniform Combined State..., Banking, Securities, Financial Services, Entrepreneurship, Mutual Funds, Loans, Retirement Planning, Marketing
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Operations Management, Minor: English
Investors Bank September 2013 - Present
Popular Community Bank May 2011 - August 2013
Carver Federal Savings Bank February 2007 - April 2011
JP Morgan Chase November 1983 - February 2007
Skills
Financial Analysis, Banking, Small Business Lending, Financial Services, Commercial Lending, Credit, Loans, Credit Analysis, Commercial Banking, Branch Banking, Risk Management, Credit Risk, Underwriting, Lines Of Credit, Investments, Retail Banking, Cash Management, Process Improvement, Loan Origination, Portfolio Management, Mortgage Lending, Financial Modeling, Consumer Lending
Education
Baruch College, City University of New York (CUNY)
BA, Accounting
JP Morgan Chase March 2011 - September 2011
J.P. Morgan October 1999 - May 2009
J.P. Morgan January 1999 - October 1999
J.P. Morgan November 1986 - December 1998
Skills
Risk Management
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
B.B.A., Computer Information Systems
Broadway Near You 2011 - Present
Severn River Capital 2004 - 2004
JP Morgan Chase 2001 - 2004
P. Schoenfeld Asset Management 1997 - 2001
JP Morgan 1995 - 1997
Skills
Private Equity, Portfolio Management, Investments, Risk Arbitrage, Event Driven, Mergers & Acquisitions, Hedge Funds, Equities, Valuation, Financial Modeling, Capital Markets, Strategic Planning, Investment Banking, Asset Management, Due Diligence, Corporate Finance, Risk Management, Marketing Strategy, Negotiation, Entrepreneurship, Mergers
Education
Barnard College 1991 — 1995
BA, Economics
Suffolk County National Bank July 2012 - Present
gcorset@optonline.net March 2012 - September 2012
Capital One April 2011 - March 2012
Citibank January 2007 - March 2011
JP Morgan Chase 1986 - 2006
Skills
Lines Of Credit, Small Business Lending, Business Relationship..., Managerial Experience, Community Outreach, Event Execution, New Client Acquisitions, Retail Banking, Marketing, Training, Business Development, Business Networking, Fundraising, Banking, Branch Banking, Branch Management, Cash Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Credit Risk, Cross Selling, Customer Service, Event Planning, Financial Analysis, Financial Services, Loan Origination, Loans, Relationship Management, Treasury Management, Small Business
Education
Dowling College 1996 — 2000
Business, Marketing
Baruch College
Barclays July 2014 - Present
FWD.us August 2013 - Present
Credit Suisse November 2013 - July 2014
AREVA May 2011 - September 2011
African Aurora Business Network August 2009 - December 2009
JP Morgan Chase July 2007 - July 2009
JP Morgan Chase April 2006 - July 2007
Permal Group Inc. June 2004 - April 2006
The Rockefeller Group September 2003 - May 2004
Skills
Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Risk Management, Process Improvement, Strategy, Cross-functional Team..., Leadership, Investments, Business Development, Middle Office, Management, Valuation, Bonds, Dodd-Frank, Project Management, Business Process..., SharePoint, Bloomberg, MS Excel Pivot Tables, Capital Markets, Trading Systems, International Business, Cross-functional..., Fixed Income, Credit Derivatives, Variance Analysis, Internal Audit, Cross-cultural, PowerPoint, Multitasking Skills, High level of initiative, Finance, WebFilings, Murex, Employee Training, Procedure Creation, RRP, Recovery Resolution..., Section 165, Securities, Emerging Markets, Derivatives, Financial Markets, Bloomberg Terminal, Financial Services
Education
HEC School of Management 2010 — 2012
MBA, Strategy, 3.76
City University of New York-Baruch College 1999 — 2003
Bachelor's, Finance, 3.66
J.P. Morgan February 2015 - Present
J.P. Morgan March 2014 - January 2015
J.P. Morgan February 2012 - March 2014
J.P. Morgan March 2010 - January 2012
JP Morgan Chase February 2008 - March 2010
GE Commercial Finance June 2007 - January 2008
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor in Business Administration, Major in Finance and Investments and Minors in Economics, Interdisciplinary Studies of New York City
Allegiance Partners, LLC October 2014 - Present
SIX22 Healthcare Marketing & Design October 2013 - October 2014
MetroStar Home Health Products 2008 - October 2013
Metro Star Home Health Products April 2008 - November 2008
JP Morgan Chase March 2007 - March 2008
Skills
Healthcare, Operations Management, Nonprofits, Process Improvement, Healthcare Information..., Program Management, Leadership, Financial Analysis, Team Building, Customer Service, Training, Healthcare Management, Medicare, Microsoft Excel, Marketing, Management, Strategic Planning, Strategy
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Operations Management
Abbott Laboratories January 2014 - Present
Abbott Laboratories July 2013 - January 2014
Abbott Laboratories February 2013 - July 2013
Abbott Laboratories June 2012 - January 2013
Credit Suisse March 2011 - August 2011
JP Morgan Chase June 2010 - August 2010
Abbott Laboratories January 2010 - May 2010
Skills
Financial Analysis, Corporate Finance, Strategic Financial..., Microsoft Office, Forecasting, Analysis, Data Analysis, Access, Variance Analysis, Finance, Financial Modeling, Financial Planning, Financial Reporting, Management, PowerPoint, Microsoft Word, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance
Martin Van Buren High School 2005 — 2007
High School Diploma, High School Diploma
JP Morgan Chase Collateral ManagerLaBranche & Co.1999 - 2005
Education
City University of New York-Baruch College
TIAA-CREF January 2005 - Present
TIAA-CREF January 2002 - December 2004
TIAA-CREF October 1996 - December 2001
TIAA-CREF July 1991 - September 1996
JP Morgan Chase January 1990 - January 1991
Skills
Securities, Capital Markets, Financial Services, Relationship Management, Risk Management, FX Options, Trading, Corporate Finance, Equity Trading, Derivatives, Financial Markets, Asset Managment, Strategy, Credit Analysis, 401k, Technical Analysis, Corporate Governance, FINRA, Private Equity, Mergers & Acquisitions, Structured Finance, Variable Annuities, Mutual Funds, Series 6, Finance, Emerging Markets, ETFs, Pensions, Trading Systems, Strategic Financial..., Institutional..., Asset Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business 1993 — 1996
MBA '96
City University of New York-Baruch College - Zicklin School of Business 1987 — 1991
BBA '91
Wolmer's Girls' School 1978 — 1983
O'Level & A'Level Certificates
Sumitomo Mitsui Banking Corporation August 2014 - Present
Bank of Tokyo-Mitsubishi UFJ February 2012 - August 2014
TriGlobalFX April 2009 - January 2012
Assent March 2005 - May 2009
JP Morgan Chase March 1998 - March 2005
Skills
Microsoft Excel, Credit Risk, PowerPoint, Retail, Account Management, Advertising, Data Analysis, Analysis, Risk Management, Access, Quantitative Analytics, Economics, Business Analysis, Bloomberg, Financial Analysis, Asset Management, FX Options, Trading, Finance, Portfolio Management, Equities, Management, Investments, Microsoft Office, Derivatives, Credit, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2014 — 2016
Master of Business Administration (MBA), Accountancy
New York University - Leonard N. Stern School of Business 1997 — 2001
BS, Finance/Information Systems
Tree of Life Yoga May 2010 - Present
Berkeley Quantitative May 2010 - April 2011
JPMorgan April 2007 - February 2009
JPMorgan July 2005 - April 2007
JP Morgan Chase September 2003 - July 2005
JP Morgan Chase July 1999 - May 2003
Skills
Corporate Finance, Project Management, Yoga, Investment Portfolio, Sciatica, Scoliosis, Risk Management, Investments, Mergers, Options, Equities, Financial Analysis, Mergers & Acquisitions, Lifestyle, Management, Analysis, Investment Banking, Portfolio Management, Hedge Funds
Education
Barnard College 2000 — 2003
BA, English (creative writing concentration), Economics minor
JP Morgan Chase June 1980 - Present
Skills
Credit, Commercial Lending, Banking, Loans, Middle Market, Credit Analysis, Treasury Services, Financial Analysis, Asset Based Lending, Portfolio Management, Cash Management, Commercial Banking, Capital Markets, Risk Management, Loan Work-outs, Relationship Management
Education
Baruch College
Accounting, BBA
RK&O Helpdesk AnalystRichards Kibbe & Orbe LLPApril 2010 - Present
Richards Kibbe & Orbe LLP 2010 - Present
JP Morgan Chase January 2003 - January 2010
Skills
InterAction..., Technical Support, Citrix, Microsoft Exchange, Active Directory, Help Desk Support, Blackberry Enterprise..., Windows 7, Blackberry, Information Technology, Vendor Management, Lotus Notes, Servers, Networking, Windows Server, Cisco Technologies
Education
City University of New York-Baruch College 1999 — 2001
BBA, Computer Information
City University of New York-Baruch College 1997 — 2001
Bachelor's degree, Computer and Information Systems Security/Information Assurance
Deutsche Bank February 2014 - Present
Inverness Counsel LLC July 2008 - February 2014
JP Morgan Chase October 2007 - July 2008
Optical Express June 2006 - October 2007
Lord & Taylor October 2005 - June 2006
Tristate Auction June 2004 - May 2005
Total Remodeling April 2004 - August 2004
Skills
PowerPoint, Equities, Finance, Microsoft Excel, Bloomberg, Spreadsheets, Sales, Microsoft Word, Banking, Time Management, Financial Analysis, Data Entry, Customer Service, Outlook, Access, Hedge Funds, Business Analysis, Alternative Investments, Social Networking
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor's, Finance, Graduated
Jp morgan chase 2009 - Present
Skills
Banking, Small Business Lending, Branch Management, Mortgage Lending, Consumer Lending, Loans, Retail Banking, Cross Selling, Credit, Commercial Lending, Credit Analysis, Commercial Banking, Portfolio Management, Lines Of Credit
Education
Baruch College 2000 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
United Nations January 2009 - Present
United Nations Joint Staff Pension Fund April 2006 - December 2008
United Nations January 2002 - March 2006
JP Morgan Chase 1983 - 2001
Skills
Fixed Income, Capital Markets, Emerging Markets, Bloomberg, Financial Markets, Trading, Derivatives, Financial Modeling, Asset Management, Investments, Equities, Portfolio Management, Corporate Finance, Cash Management, Banking, Risk Management, Hedge Funds, Valuation
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
Master of Business Administration (M.B.A.), Finance, General
New York University 1980 — 1983
BA, Economics
JP Morgan Chase March 2007 - Present
Dependable Medical, PC October 2003 - November 2006
Education
Baruch College 2004 — 2007
BS, Management
Kingsborough Community College 2000 — 2002
Associate, Business
Citigroup January 2012 - Present
JP Morgan Chase March 1992 - October 2011
Arthur Andersen LLP September 1990 - March 1992
Education
Baruch College 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
TD Bank May 2012 - Present
Capital One May 2012 - May 2012
HSBC October 2007 - November 2009
JP Morgan Chase 1992 - 2007
Skills
Consumer Lending, Small Business Lending, Retail Banking, Loans, Banking, Mortgage Lending, Branch Banking
Education
Baruch College
Business Management
Edelman Financial Services August 2013 - Present
JP Morgan Chase June 2010 - August 2013
Skills
Management, Banking, Risk Management, Sales, Microsoft Office, Customer Service, Financial Services, Investments, Securities, Insurance, Leadership, Portfolio Management, Series 63, Series 7
Education
Baruch College 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
JP Morgan Chase May 2008 - Present
SJ STARR Mortgage January 2004 - May 2008
Merrill Lynch June 2000 - January 2004
Herzog Heine Geduld January 1995 - June 2000
REICH & COMPANY January 1988 - January 1994
Skills
Equities, Investments, Banking, Trading, Options, Loans, Management
Education
Baruch College
Bachelor of Science (BS), Real Estate Finance
JP Morgan Chase January 2007 - Present
Skills
Credit, Consumer Lending, Small Business Lending, Loans, Mortgage Banking, Commercial Lending, Mortgage Lending, Banking
Education
City University of New York 1975 — 1981
Bachelor's degree, Economics
City University of New York-Baruch College
Bachelor's degree, Economics