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
Caliber Home Loans April 2015 - June 2015
Caliber Home Loans November 2014 - March 2015
Cobalt Mortgage June 2013 - November 2014
Cobalt Mortgage September 2012 - June 2013
JPMorgan Chase August 2011 - September 2012
JP Morgan Chase May 2011 - August 2011
JPMorgan Chase July 2010 - April 2011
JPMorgan Chase November 2008 - July 2010
Newcastle Golf Club July 2008 - October 2008
Papugai, Inc May 2006 - June 2008
Skills
Strategic Planning, Mortgage Lending, Marketing, Loan Origination, Mortgage Banking, Banking, Consumer Lending, Loans, Advertising, Microsoft Excel, Credit, Credit Analysis, Series 7, Refinance, Financial Services
Education
Southern Illinois University, Carbondale 2003 — 2006
BA Science, Advertising
LBBF Transport Inc. October 2014 - February 2015
JP Morgan Chase 2007 - 2008
Conde Nast June 2006 - May 2007
University of Delaware September 2005 - May 2006
Skills
Data Analysis, Analytics, SAS, Business Analysis, Analysis, Access, Financial Analysis, Microsoft Excel, Financial Modeling, Statistics, Process Improvement
Education
University of Delaware 2005 — 2007
MS, Operations Research
South Gujarat University 1998 — 2002
BE, Chemical Engineering
Adams Collision LLC February 2014 - Present
Complete Business Resources January 2013 - Present
Primerica June 2011 - December 2014
JP Morgan Chase November 2007 - March 2011
Wells Fargo Home Mortgage May 2005 - November 2007
Skills
Small Business, Credit Card Transaction..., Credit Card Terminals, Credit, ACH, Gift Cards, Financial Education, Insurance, Term Life Insurance, Sales, Customer Service, Payroll, Marketing, Coaching, Long Term Care Insurance, Debt Elimination
Education
Southeastern Louisiana University 1996 — 1997
MBA, Business Administration
Southeastern Louisiana University 1989 — 1993
BA, Business
USAA October 2014 - Present
USAA May 2013 - October 2014
USAA September 2011 - May 2013
USAA May 2010 - September 2011
JP Morgan Chase July 2006 - April 2010
CPS Energy November 2000 - July 2006
SRA International September 1999 - October 2000
El Paso Electric Company August 1998 - September 1999
Skills
Banking, Analysis, Program Management, Financial Analysis, Business Analysis, MIS, Analytics, Operations Management, SAS, Access, Risk Management, Fraud, Financial Reporting, Portfolio Management, Project Management, SAS programming, Energy, Data Analysis, Financial Risk, Predictive Modeling, SAS/SQL, Budgets, Business Intelligence, Business Process, Business Process..., Corporate Finance, Credit, Credit Cards, Credit Risk, Financial Services, Forecasting, Management, Process Improvement, Retail Banking, Fraud Investigations, Business Strategy, Data Mining, Microsoft Excel, Strategic Planning, Business Objects, Datastage, Control M, ETL, ETL Tools, Information Technology, RTC, Unix, SQL, SharePoint Designer, Wiki Development
Education
The University of Texas at El Paso 1996 — 1998
MS, Economics
Southern Illinois University, Carbondale 1992 — 1996
BA, Anthropology
Quincy High School
Western Illinois University
Bloomberg LP August 2014 - Present
ING January 2011 - August 2014
National Australia Bank July 2008 - February 2011
Bear Stearns March 2002 - July 2008
JP Morgan Chase May 1998 - January 2002
Skills
Fixed Income, Trading, Swaps, Derivatives, Electronic Trading, Inflation, FX Options, Interest Rate..., Structured Products, Rates, Options, Financial Markets, Equity Derivatives, Capital Markets, Bonds, Banking, Equities
Education
Southern Methodist University 1990 — 1994
BBA, Finance, Accounting
BBVA Compass January 2014 - November 2014
JP Morgan Chase October 2009 - January 2014
Washington Mutual 1988 - 2009
Skills
Commercial Lending, Financial Analysis, Financial Services, Investments, Leadership, Loan Origination, Mortgage Banking, Loans, Mortgage Lending, New Business Development, Portfolio Management, Refinance, Relationship Management, Retail Banking, Risk Management, Sales, Sales Management, Small Business Lending, Training, Underwriting, Banking, Management, Finance, Customer Service, Credit Risk, Branch Management, Team Leadership, Retail, Business Development, Lines Of Credit
Education
Shoreline Community College 1991 — 1993
Associate's degree, Business Administration and Management, General
University of Washington
Finance
Stanford Law School August 2012 - June 2015
FSDP, LLC January 2012 - September 2014
Cooley LLP June 2014 - August 2014
Alston & Bird June 2013 - July 2013
DFW Tutors, Inc April 2010 - August 2012
JP Morgan Chase June 2011 - August 2011
SMU Cox School of Business January 2011 - May 2011
Infiniti Sportswear, LLC April 2009 - August 2009
Plexus Financial Technologies, LLC August 2008 - May 2009
Education
Stanford Law School 2012 — 2015
Doctor of Law (J.D.)
Southern Methodist University 2008 — 2012
B.B.A. - Marketing; B.S. - Psychology
Nationstar Mortgage November 2014 - Present
Nationstar Mortgage September 2012 - November 2014
JP Morgan Chase January 2012 - September 2012
SeaWorld of Texas July 2011 - January 2012
National Bankruptcy Services.com LLC December 2010 - July 2011
KeyBank Real Estate Capital January 2007 - January 2009
Skills
Corporate Governance, Loan Servicing, Risk Assessment, Regulations, Process Improvement, Business Process..., Vendor Management, Contract Negotiation, Operations Management, Risk Management, Contract Management
Education
South Texas College of Law 2003 — 2006
Doctor of Law (JD), Law
Texas A&M University 1999 — 2003
Bachelor of Arts (B.A.), Journalism
Incarnate Word Academy
BTCJam May 2014 - Present
JP Morgan Chase May 2010 - April 2014
First National Bank of Omaha October 2008 - April 2010
Skills
FINRA, Series 6, Series 63, Life Insurance, Notary Public, Banking, Risk Management, Customer Service, Loans, Microsoft Office
Education
Southern Arkansas University 2001 — 2005
Business Administration and Management, General
TriNet June 2013 - Present
Kingdom Academy January 2010 - June 2013
JP Morgan Chase May 2011 - August 2011
Kingdom Academy Preschool May 2007 - December 2010
Southeastern University August 2007 - December 2009
The Living Sanctuary Church May 2004 - April 2007
Skills
Public Speaking, Variable Annuities, Non-profits, Management, Community Outreach, Teaching, System Administration, Event Planning, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Outlook, Leadership, Microsoft Word, Research, Marketing, Coaching, Nonprofits, Human Resources, Project Management, Sales
Education
University of Florida: Hough Graduate Program 2014 — 2015
MBA, Business Administration and Management, 3.5
Southeastern University 2007 — 2010
Bachelor of Science (BS), Marketing and Management, 3.83
Dupré & Company March 2014 - Present
JP Morgan Chase October 2012 - March 2014
Fifth Third Bank June 2011 - August 2012
Steak n Shake November 2010 - March 2011
Jimmy John's April 2007 - November 2010
New Student Programs December 2008 - July 2010
Skills
Customer Satisfaction, Customer Service, Marketing, Sales, Team Leadership, Training, Event Management, Credit Analysis, Social Media Marketing, Time Management, Banking, Social Media, Advertising, Marketing Strategy, Leadership
Education
Southern Illinois University, Carbondale 2006 — 2010
Bachelor of Science, Marketing
Bolingbrook High School 2002 — 2006
U.S. Bank September 2014 - Present
Wells Fargo Private Bank December 2013 - September 2014
Stearns Lending April 2013 - December 2013
PrimeLending May 2011 - April 2013
Umpqua Bank November 2010 - May 2011
JP Morgan Chase December 2009 - November 2010
JP Morgan Chase January 2006 - August 2010
JPMorgan @ Keller Williams January 2006 - August 2010
Washington Mutual Home Loans March 2000 - January 2006
State of California Fire/ San Diego City Fire January 1995 - October 2000
Skills
FHA, First Time Home Buyers, Construction, Refinance, Loan Origination, Personal Finance, Marketing Strategy, Mortgage Marketing, Strategic Planning, Commercial Real Estate, Team Building, Marketing, Loans, VA loans, Mortgage Lending, Sellers, Mortgage Banking, Business Planning, Residential Mortgages, Jumbo Mortgage, Buyer Representation, Residential Homes, Foreclosures, Sales Management, Customer Satisfaction, Customer Service, Investment Properties, Finance, Risk Management, Sales, Investors, Credit, Selling, Short Sales, USDA, REO, FHA financing, Referrals, Real Estate Transactions, Reverse Mortgages, Real Estate Financing, Relocation, Construction Loans, Certified Mortgage..., Single Family Homes, Banking, Condos, Commercial Lending, FHA Financing, Real Estate
Education
Unversity of the Nations 1999 — 2001
Bachelor's Degree, Marketing, 3.9
Sierra College 1999 — 2001
Business, Marketing
Leadership Challenge 2006 — 2013
Masters Club, National MVP Award
International Fire Academy 1995 — 2000
City of San Diego/CDF (Cal Fire), Fire Science/Fire-fighting
Aspex Solutions AppliTrack Talent Management Suite May 2014 - Present
Heartland Alliance for Human Needs & Human Rights January 2014 - Present
VOKAL Interactive November 2012 - May 2013
Chicago Career Tech May 2012 - November 2012
JP Morgan Chase February 2004 - May 2011
Skills
Objective-C, Cocoa Touch, Xcode, Mobile Applications, Core Data, UIKit, iPhone Application..., Cocoa, Mobile Devices, JSON, iOS development, iOS, OS X, iPad, iPhone
Education
MicroTrain Technologies 2013 — 2013
Information Technology
Tribeca Flashpoint 2012 — 2012
Mobile App Development Certification, Mobile Programming
Southern Illinois University, Carbondale 1999 — 2003
Bachelor's degree, Integrated Marketing Communication
Square February 2015 - Present
Square June 2014 - February 2015
Square November 2013 - June 2014
OrderAhead August 2012 - November 2013
Skidmore-Saratoga Entrepreneurial Partnership January 2011 - May 2012
JP Morgan Chase June 2011 - August 2011
Obermeyer Asset Management Company June 2010 - August 2010
Nourished LLC. May 2009 - July 2009
Grateful Deli June 2007 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, STATA, Sales, Stata, Sword Fighting, Investments, Due Diligence, Business Planning, Fixed Income, Market Research, Accounting, Financial Analysis, Business Strategy, Business Development, Marketing, Salesforce.com, Social Media Marketing, Marketing Strategy, New Business Development, Astronomy, Juice
Education
Skidmore College 2008 — 2012
Bachelor of Science (BS), Economics, Management & Business, Environmental Studies, Magna cum laude
Union Bank October 2012 - Present
JP Morgan Chase 2008 - 2011
JPMorgan Chase 2008 - 2011
JPMorgan Chase 2008 - 2011
Bank of America June 2000 - July 2008
Skills
Small Business, New Business Development, Business Management, Small Business Lending, Treasury Management, Portfolio Management, Banking, Loans, Credit, Credit Analysis, Commercial Banking, Lines Of Credit
Education
Sierra College 1998 — 2000
JP Morgan Chase January 2010 - Present
McGladrey Capital Markets July 2006 - October 2009
Wizarth Advisors 2005 - 2006
Skills
Business Valuation, Analysis, Financial Modeling, Investment Banking, Industry Research, Valuation, Equity Research, Private Equity, Business Analysis, Equity Valuation, DCF, LBO, Financial Analysis, Finance
Education
IMDR, Pune 2003 — 2005
MBA, Finance
Shri Ram College of Commerce 2000 — 2003
B.Com(Hons.), Commerce
Martha Ringer Consulting 1998 - Present
University of Santa Monica 1990 - 1998
JP Morgan Chase August 1978 - August 1989
Skills
Personal Development, Life Coaching, Executive Coaching, Management, Time Management, Management Consulting, Teaching, Organizational..., Emotional Intelligence, Management Development, Leadership Development, Coaching, Strategic Planning, Executive Development, Public Speaking, Workshop Facilitation, Organizational..., Self-esteem, Entrepreneurship, Psychology, Culture Change, Change Management, Business Strategy, Meditation, Training, Performance Improvement, Wellness, Lifestyle Coaching, Healing
Education
Simmons College - Simmons School of Management
MBA Simmons College, MBA
University of Santa Monica
Master's Degree, Applied Psychology
JP Morgan Chase May 2013 - Present
JPMorgan Chase July 2011 - April 2013
CTM Travel July 2009 - January 2011
HSBC September 2002 - October 2010
J.P. Morgan November 2000 - July 2002
Southwestern Company 2000 - 2000
Skills
Loans, Credit, Mortgage Lending, Financial Analysis, Insurance, Mortgage Underwriting, Residential Mortgages, Analysis, Credit Risk, Underwriting, Banking, Loan Origination, Credit Analysis, Consumer Lending
Education
Southern Illinois University, Carbondale 1996 — 2000
Bachelors, Finance
The Menil Collection July 2014 - Present
Kay Mason Foundation January 2013 - December 2013
US Bank July 2011 - September 2011
Assured Guaranty 2006 - 2010
BNP Paribas 2001 - 2006
KBC Bank 1998 - 2001
CIBC World Markets 1995 - 1998
Sumitomo Mitsui Banking Corporation 1994 - 1995
JP Morgan Chase 1988 - 1994
Bank of America 1984 - 1988
Skills
Finance, Public Finance, Banking, Capital Markets, Structured Finance, Bonds, Credit Analysis, ESL, EFL, Management, Fixed Income, Financial Structuring, Project Finance, Investment Banking, Derivatives, Securities, Investments, Business Development, Financial Modeling, Portfolio Management
Education
Teachers College of Columbia University 2012 — 2012
Certificate / Teaching English to Speakers of Other Languges, Teaching English as a Second or Foreign Language/ESL Language Instructor
Southern Methodist University 1979 — 1983
BBA, Accounting
Georgia Department of human services March 2013 - Present
Gwinnett County Public Schools July 2008 - Present
Hampton Inn, Lawrenceville, GAHampton Inn 2007 - 2008
JP Morgan Chase September 2004 - February 2007
G.W. Hewlett High School September 2003 - June 2004
GEICO Direct January 2001 - May 2003
JP Morgan Chase October 1997 - January 2001
Skills
Non-profits, Leadership, Human Resources, Public Speaking, Teaching, Community Outreach, Fundraising, Event Planning, Leadership Development, Microsoft Office, Coaching, Microsoft Excel, Policy, Strategic Planning, Volunteer Management, Nonprofits, Teamwork, Case Managment
Education
Shorter University 2009 — 2010
B.S., Human Services
MP Biomedicals August 2011 - Present
MP Biomedicals January 2009 - Present
JP Morgan Chase October 2003 - September 2005
Skills
AS400, Customer Relations, Lotus Notes, Microsoft Office, Biotechnology, Lifesciences, Data Analysis, Research, Management, Pharmaceutical Industry, Microsoft Excel, Training, Project Management, Sales, Microsoft Word, PowerPoint, Leadership, Customer Service, Product Management
Education
Univeristy of California, Irvine 2001 — 2003
Master's degree, Organic Chemistry
Skidmore College 1997 — 2001
Bachelor of Arts (BA), Chemistry, Biology
Needham & Company June 2011 - Present
Wedbush Morgan Securities January 2006 - June 2011
Pacific Growth Equities 2004 - 2006
Braven Capital 2003 - 2004
JP Morgan Chase 2000 - 2002
Hambrecht & Quist 1999 - 2000
Skills
Financial Modeling, Investments, Valuation, Digital Media, Equities, Analysis, Equity Research, Corporate Finance, Hedge Funds, Entrepreneurship, Private Equity, Accounting, Financial Accounting
Education
Southern Methodist University 1996 — 1998
MBA, Finance
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University 1987 — 1991
BA, Economics
JP Morgan Chase April 2003 - Present
Bank One 1999 - 2000
First Chicago NBD June 1998 - March 1999
First Chicago NBD October 1997 - May 1998
First Chicago NBD March 1995 - September 1997
First Card July 1994 - February 1995
Skills
Sales, Vendor Management, Risk Management, Retail, Relationship Management, Management, Loans, Leadership, Financial Services, Financial Risk, Customer Service, Customer Experience, Credit Cards, Credit, Call Centers, Banking
Education
Southern Illinois University, Carbondale 1990 — 1994
BS Journalism, Advertising
Sears Holdings Corporation June 2013 - Present
Sears, Roebuck and Co. January 2004 - May 2013
JP Morgan Chase January 2001 - December 2004
Skills
Team Building, Customer Service, Hospitality, Leadership, Management, Profit, Customer Satisfaction
Education
Southern Illinois University, Carbondale
Food/Management
Mango Languages June 2013 - Present
JP Morgan Chase June 2010 - June 2013
Alert Global Media/ACAMS September 2006 - June 2010
Perfect Vision Media Group January 2004 - September 2006
Miami New Times August 2002 - January 2004
Skills
CRM, Business Development, Leadership, Marketing, Management, Sales, Competitive Analysis, Training, Customer Service, Team Leadership, Marketing Strategy, Sales Management, B2B, Advertising, Strategic Planning, Salesforce.com, Sales Operations, Sales Process, International Sales, Social Media Marketing, Zoho, Leadership Development, Market Research, Sales Presentations, Direct Sales, Team Building, Teamwork, Cross-functional Team..., Team Motivation, Marketing Plan Creation, Project Planning, Operational Planning, Decision Making, Business Decision Making, Decision Support, Business Process..., Process Management
Education
Siena Heights University 1997 — 2002
Bachelor of Arts, Marketing
Siena Heights University 1997 — 2002
Bachelor of Arts, Accounting
Universidad Cuauhnahuac, Morelos, Mexico 2001 — 2001
Study Abroad Program, Spanish conversation and Spanish history
JP Morgan Chase October 2007 - Present
Northern Trust 1991 - 2007
Skills
Banking, Cross Selling, Relationship Management, Portfolio Management
Education
Southern Illinois University, Carbondale 1989 — 1990
Bachelor of Arts (B.A.), Finance, General
Hutchinson, Shockey, Erley & Co. October 2012 - Present
Raymond James Financial Inc. (Morgan Keegan) January 2009 - September 2012
LA Fitness 2009 - 2011
JP Morgan Chase June 2007 - January 2009
Merrill Lynch 2006 - 2007
SMU 2005 - 2007
Skills
Investment Banking, Financial Analysis, Series 7, Finance, Series 63, Valuation, Direct Sales, Municipalities, Microsoft Excel, Bond finance, Excel, Debt Restructuring, Capital Markets, Negotiation, Relationship Management, Client Development, Business Strategy, Tax-Exempt Debt, Client Presentation, Team Management, Communication, Economics, Pipeline Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
MBA
Southern Methodist University - Cox School of Business 2003 — 2007
BBA
Southern Methodist University - Dedman College 2003 — 2007
BA
Fundación Jose Ortega y Gasset
Spanish
Flower Mound High School 1999 — 2003
Mary Kay Inc. September 2012 - July 2015
JP Morgan Chase 2010 - 2012
MetLife Home Loans 2009 - 2010
Citicards 2004 - 2009
CitiFinancial 2002 - 2004
TIG Insurance Inc 1998 - 2002
Skills
Financial Modeling, Forecasting, Finance, Analysis, Budgets, Internal Controls, Strategic Planning, Mergers & Acquisitions, Analytics, Financial Analysis, Financial Reporting, Pricing, Competitive Analysis, Essbase, Cash Flow, Strategic Financial..., Project Management, Banking, Risk Management, Corporate Finance, Sarbanes-Oxley Act, Portfolio Management, Process Improvement, Auditing, Variance Analysis, Financial Risk, Capacity Planning, JD Edwards, Hyperion Planning, PeopleSoft, Project Planning, Managerial Finance, Cash Management, Hyperion Enterprise, Accounting, Business Analysis, Financial Services, Business Process..., Business Planning, Due Diligence, Budgeting, Accounts Payable, Access, SQL
Education
Southern Methodist University - Cox School of Business
MBA
Trinity University
BA
Retired October 2013 - Present
Capital One October 2012 - Present
Royal Bank of Scotland January 2008 - May 2011
Citizens Financial Group 2010 - 2011
ABN AMRO Bank N.V. 2005 - 2010
JP Morgan Chase 1981 - 2005
Skills
AML, Banking, Financial Risk, Operational Risk..., Risk Management, Credit Risk, Cash Management, Commercial Banking
Education
SMU 1974 — 1976
BBA, Finance
JPMorgan Chase February 2014 - Present
JP Morgan Chase January 2011 - January 2014
People's United Bank 2007 - 2010
People's United Bank 2006 - 2007
People's United Bank 2003 - 2006
People's United Bank 2000 - 2003
Sears, Roebuck and Co. 1996 - 2000
Skills
Access, Banking, CRM, Consumer Lending, Credit, Cross Selling, Customer Service, Financial Services, Loans, Marketing, Microsoft Excel, Microsoft Office, Mortgage Lending, Private Banking, Process Improvement, Retail Banking, Sales, Small Business Lending, Team Leadership
Education
Southern Connecticut State University 1999 — 2002
Currently unemployed - looking for a job July 2015 - Present
Discover Financial Services January 2015 - July 2015
Highmark Inc. March 2014 - December 2014
JPMorgan Chase October 2012 - May 2013
JP Morgan Chase May 2011 - September 2012
Hexaware Technologies July 2008 - April 2011
NCO Group 1995 - 2008
CAM Systems July 1993 - October 1994
Clean Harbors July 1988 - July 1993
Skills
Databases, SQL, Requirements Gathering, SDLC, COBOL, Oracle, Access, Data Warehousing, Disaster Recovery, Software Documentation, Requirements Analysis, Program Management, Data Center, Help Desk Support, End User Training, Change Management, Business Intelligence, Business Analysis, Vendor Management, IT Strategy, MySQL, Oracle RDBMS, Data Mapping, IT Management, Software Project..., Enterprise Architecture, Toad, VMS, DCL, CMS, MMS, VAX Basic, Open VMS, Tableau, Data Flex, Dec Forms, User Interface, Joomla, Oracle 9i, VAX, SharePoint
Education
Columbus State Community College 2008 — 2014
IT-ART program, Computer Science
Sinclair Community College 1980 — 1982
A.A.S., Computer Programming
Sinclair Community College 1972 — 1975
A.A., Liberal Arts
Lemon Bay Computer Service LLC September 2007 - Present
Victor Freyer Consulting (CCIE #1505) May 2007 - September 2007
JP Morgan Chase November 2002 - May 2007
SHARE Inc. 2003 - 2006
Bank of America June 2001 - October 2002
Alton Municipal Band May 1991 - September 2002
Alton Symphony Orchestra August 1998 - June 2001
Cisco 1995 - 2001
SBC 1978 - 1995
Skills
TCP/IP, Cisco Technologies, Firewalls, VPN, Disaster Recovery, Network Architecture, Wireless Networking, Networking, Linux, Data Center, Enterprise Architecture, Security, Network Security, Storage, Mainframe, Virtualization, Ethernet, Operating Systems, Network Engineering, IT Management, WAN, LAN-WAN, IP, Software Installation, iSCSI
Education
Southern Illinois University, Edwardsville 1974 — 1981
BA, Music
JP Morgan Chase April 2010 - June 2011
Bloomingdales June 2006 - December 2009
Saks Fifth Avenue July 2003 - June 2006
Education
Simpson College 1996 — 2000
BA, Theater and English
PRO Solutions Debt Relief January 2009 - Present
STATE FARM AGENCY March 2011 - October 2011
Mission Debt Settlement Agency May 2009 - March 2011
J.P Morgan Chase May 2008 - December 2008
EQUITY FREEDOM March 2006 - April 2008
Wall Street Mortgage Bankers January 2005 - March 2006
Education
POHS University 2011 — 2011
Lisencing, Property Casualty
Southern Federal University (former Rostov State University) 1996 — 2000
BA, INTERNATIONAL ECONOMY
Nationstar Mortgage June 2013 - Present
JP Morgan Chase March 2010 - June 2013
Medical Edge Healthcare Group, P.A. January 2009 - March 2010
Countrywide Financial Services July 2008 - December 2008
Countrywide Home Loans July 2005 - July 2008
Skills
Microsoft Excel, Mortgage Lending, SDLC, Visio, Financial Analysis, Requirements Gathering, Business Analysis, Access, Process Improvement, Banking, Databases, Data Warehousing, Microsoft SQL Server, Oracle, Management, Analysis, Data Analysis, SQL, SSRS, Call Centers, Team Leadership, Leadership, User Acceptance Testing, Business Requirements, Business Process, Business Process..., Asset Management, Business Intelligence, Change Management, Credit, Data Modeling, Finance, Financial Risk, IT Management, IT Strategy, Investments, PeopleSoft, Project Management, Requirements Analysis, Software Documentation, Vendor Management, Systems Analysis, Analytics, Auditing, Business Objects, Disaster Recovery, ETL, Financial Services, Insurance, Integration
Education
Southern Methodist University - Cox School of Business 1996 — 2001
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Poteet High School 1992 — 1996
Diploma, General Studies
Prospect Mortgage, LLC March 2013 - Present
Wells Fargo Home Mortgage August 2011 - March 2013
ClearPoint Funding December 2009 - August 2011
Frankiln First July 2008 - November 2009
JP Morgan Chase May 2000 - April 2008
Skills
FHA financing, Mortgage Marketing, Investments, Loans, FHA, First Time Home Buyers, Residential Mortgages, Renovation, Finance, Investment Properties, Investors, Loan Origination, Mortgage Banking, Mortgage Underwriting, Mortgage Lending, Real Estate, Referrals, Refinance, Sales, USDA, VA loans, FHA Financing, Property
Education
Southern Connecticut State University 1987 — 1989
JP Morgan Chase October 1975 - Present
JPMorgan Chase September 1992 - August 2005
Texas Commerce Realty Advisors June 1991 - August 1992
Texas Commerce Bank August 1986 - May 1991
Texas Commerce Bank September 1979 - July 1986
Texas Commerce Bancshares September 1976 - August 1979
Texas Commerce Bank October 1975 - August 1976
Skills
Loans, Commercial Banking, Banking, Mortgage Lending, Risk Management, Real Estate, Real Estate Transactions, Financial Risk
Education
Southern Methodist University 1971 — 1975
BBA, Real Estate Finance
JP Morgan Chase March 2011 - Present
Deutsche Bank September 2006 - March 2011
Education
Skidmore College 1997 — 2001
Connecticut Community Investment Corpoaration May 2010 - Present
Guilford Savings Bank August 2008 - April 2010
JP Morgan Chase March 2005 - August 2008
ADP- Automatic Data Processing March 2004 - March 2005
Education
Southern Connecticut State University 2003 — 2004
Studied Counseling and School Psychology, Masters work in Psychology
University of Connecticut 1997 — 2003
Bachelors, Psychology
JP Morgan Chase April 2011 - Present
ACS, a Xerox Company April 2009 - April 2011
Marsh September 2006 - March 2009
IBM Global Services September 2004 - July 2006
BISAG February 2004 - August 2004
Webmyne Systems September 2003 - February 2004
RCILTG January 2003 - July 2003
Education
South Gujarat University 2000 — 2003
Masters in Computer Application, Computer Science
South Gujarat University 1997 — 2000
Bachelor of Science, Electronics
Blue Cross Blue Shield of Texas January 2011 - Present
JP Morgan Chase April 2010 - January 2011
Blue Cross Blue Shield August 2009 - August 2010
Metroplex Cleaning Supply January 2009 - August 2009
Blue Cross Blue Shield November 2007 - December 2008
LifeInformation, Inc. 2006 - 2008
Delta V, Inc. 2007 - 2007
McKesson 2006 - 2007
Sears, Roebuck & Co. 1990 - 2005
Federal Flood Certification Corporation February 1998 - November 2004
Skills
Project Management, Software Design, Microsoft SQL Server, SQL, Oracle, Software, SDLC, Visio, Requirements Analysis, MS Project, Business Analysis, Databases, Process Improvement, Software Project...
Education
Southern Methodist University - Cox School of Business 1989 — 1991
MBA, Finance & Entrepreneurship
The University of Dallas 1987 — 1989
Graduate Studies, Corporate Finance
Texas A&M University - Mays Business School 1980 — 1984
BBA, Finance and Management Information Systems
Richfield High School
Comcast Cable May 2011 - Present
Zillion Technologies January 2008 - April 2011
JP Morgan Chase 2008 - 2010
Reliance Infosolutions Pvt. Ltd. August 2006 - October 2007
Reliance Industries Ltd June 2005 - July 2006
Silvassa Industries Pvt Ltd 2005 - 2006
Skills
Weblogic, Java Enterprise Edition, Solaris, Apache, JMS, Scripting, DB2, JBoss Application Server, Shell Scripting, SOA, Websphere, Unix
Education
South Gujarat University 2001 — 2005
Bachelors of Enginnering, Computer Science
JPMorgan Chase October 2013 - Present
JPMorgan Chase January 2008 - October 2013
JP Morgan Chase March 2006 - January 2008
Chase Bank June 2004 - February 2006
Skills
Risk Management, Customer Service, Sales, Outlook, Relationship Management, PowerPoint, Collections, Training & Development, Microsoft, Excel, Treasury Services and..., Billing and Pricing..., Call Center Support, Quality and..., Regulatory Compliance, Risk Management..., Product Implementations, Loan Servicing, Credit Risk, Lines Of Credit, Letters of Credit
Education
University of Phoenix 2006 — 2008
Bachelor, Business Management
Southeastern Louisiana University 2004 — 2006
Wells Fargo Home Mortgage March 2015 - Present
GoodLife Mortgage January 2014 - March 2015
Wells Fargo Home Mortgage June 2013 - January 2014
JP Morgan Chase January 2005 - March 2008
Skills
Mortgage Lending, Customer Service, Loans, Retail, Sales, Leadership, Team Building, Banking, Microsoft Excel, Finance, Real Estate, Call Centers, Mortgage Banking, Loan Origination, Credit, Refinance, Residential Mortgages, FHA financing, Mortgage Underwriting, Mortgage Servicing, FHA, Credit Analysis, USDA, Consumer Lending, VA loans, VA Loans
Education
St. Edward's University 1993 — 1998
Bachelor of Arts (B.A.), Pre-Law Studies
South Texas College of Law 2000 — 2001
No degree, Law
JP Morgan Chase January 2007 - Present
Walgreen Co January 2006 - January 2007
Information Technology Solution Providers Inc October 2001 - December 2005
Education
South China University of Technology
Union Bank, The Private Bank & Wealth Markets 2012 - Present
JP Morgan Chase 2010 - 2012
Wells Fargo Wealth Management Group-The Private Bank 2000 - 2010
UBS/Paine Webber 1997 - 2000
Skills
Coaching, Wealth Management..., Private Banking, Credit, Strategic Financial..., Asset Managment, Trust Services, Estate Planning, Investment Advisory, Investment Management, Financial Services, Insurance, Series 7, Series 24, Series 63, Series 65, Global Tactical Asset..., Financial Advisory, Portfolio Management, Asset Management, Finance, High Net Worth..., Investments, Wealth Management, Equities, Financial Goals, Banking, Relationship Management, Retail Banking, Commercial Banking, Securities, Mutual Funds, Strategy, Asset Allocation, Uniform Combined State..., Retirement Planning, Alternative Investments, FINRA, Investment Strategies, Fixed Income, Series 6, ETFs, Retirement, Wealth, Fixed Annuities, 401k, Bonds, Loans, Commercial Lending, Financial Planning
Education
Southern Adventist University
BS, Business Administration
Newman Resource Group May 2008 - Present
RBS Greenwich Capital 2004 - 2007
Greenwich Capital Markets 2001 - 2004
JP Morgan Chase 2000 - 2001
JP Morgan 1997 - 2000
JP Morgan Securities Inc. 1992 - 1997
Morgan Guaranty Trust 1991 - 1992
Skills
Middle Office, Derivatives, Project Management, Fixed Income, Financial Services, Capital Markets, Back Office, Banking, Executive Search, Talent Acquisition, Recruiting, Hedge Funds, Finance, Relationship Management, Business Analysis, Operational Risk, Consulting, Management
Education
Siena College 1987 — 1991
B.S., Marketing & Management
Keeler & Nadler Financial Planning 2009 - Present
Cambridge Investment Research September 2005 - 2009
Royal Alliance Associates August 1999 - August 2005
JP Morgan Chase August 1989 - August 1999
Skills
Retirement Planning, Financial Planning, Strategic Financial..., High Net Worth..., Asset Allocation, Accounting, Financial Analysis, Retirement, Financial Reporting, Tax, Certified Financial..., Investments, Financial Planners, Mutual Funds, Investment Advisory, Estate Planning, Cash Management, Business Valuation, Finance, Asset Management, CPA, Financial Advisory, Investment Management, 401k, Financial Services, Cash Flow, Treasury Management
Education
Washington University in St. Louis 1988 — 1989
MBA, Business
Southeast Missouri State University
WG Technologies October 2007 - Present
JP Morgan Chase 2004 - 2007
Education
Southern Illinois University, Carbondale 2000 — 2004
BA, Behavioral Psychology, Creative Writing
KPMG LLP October 2013 - Present
KPMG LLP October 2011 - September 2013
SMU Division of Enrollment Services August 2009 - May 2011
KPMG June 2010 - August 2010
Real Time Resolutions, Inc. June 2008 - July 2008
JP Morgan Chase June 2007 - April 2008
Eastfield College June 2007 - August 2007
DISD Internal Audit Department August 2005 - December 2005
Skills
Accounting, Microsoft Excel, Spanish, Financial Analysis, Internal Audit, Auditing, Tax, Sales & Use Tax, Microsoft Office, Managed Audits, Diversity & Inclusion, Time Management, Student Recruiting
Education
SMU Cox School of Business 2010 — 2011
Master of Science, Accounting, Tax
Southern Methodist University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Southern Methodist University 2006 — 2010
Bachelor of Arts (BA), Spanish
Lovexports May 2011 - Present
JP Morgan Chase April 2010 - May 2011
Wachovia, A Wells Fargo Company March 2006 - April 2010
Skills
Loans, Banking, Commercial Lending, Financial Analysis, Commercial Banking, Credit, Public Speaking, Small Business Lending, Fundraising, Business Portfolio..., Charity, Charity Work, Charity Governance, Non-profits, Non-profit Leadership, Nonprofits, Mortgage Lending, Cash Management, Small Business, Credit Analysis, Portfolio Management, Retail Banking, Entrepreneurship, Consumer Lending, Executive Management, Finance, Investments, Strategic Financial..., Business Planning, Risk Management
Education
Southeastern Louisiana University 2000 — 2003
Bachelor's, Mass Communications
Southeastern Louisiana University 2000 — 2003
Minor, Spanish
Skip the Hire June 2015 - Present
Pure Storage November 2014 - February 2015
Jive Software May 2013 - April 2014
ServiceNow April 2012 - May 2013
JP Morgan Chase January 2009 - December 2010
Lehman Brothers June 2007 - September 2008
Skills
Financial Analysis, Financial Modeling, Forecasting, Microsoft Excel, Valuation, Strategic Financial..., Business Process..., Financial Planning, Strategy
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance and Strategy
Southern Methodist University - Cox School of Business
Bachelor's Degree, Accounting
GLG July 2015 - Present
GLG July 2014 - June 2015
GLG October 2012 - June 2014
French Ministry of Education October 2011 - June 2012
JP Morgan Chase October 2010 - September 2011
Alliance Francaise de Dallas September 2010 - December 2010
TrueBeautyRX May 2010 - August 2010
Mansfield ISD June 2009 - August 2009
Education
Southern Methodist University - Cox School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, Honors
Southern Methodist University 2007 — 2011
Bachelor's Degree, French, Honors
SMU-in-the-South of France 2009 — 2009
Blumountain December 2012 - Present
REFRAME: THE BRAND™ April 2015 - July 2015
WebMD July 2014 - February 2015
Macmillan October 2013 - May 2014
Univision Communications Inc. July 2013 - September 2013
MetLife October 2012 - March 2013
Business and Decision March 2012 - September 2012
JPMorgan Chase September 2010 - October 2011
Dani New York July 2010 - September 2010
JP Morgan Chase May 2006 - July 2010
Skills
Project Management, Project Planning, CRM, Program Management, International Project..., Management, Business Process..., Executive Management, Business Intelligence, Leadership, Vendor Management, Integration, Management Consulting, Project Portfolio..., Team Leadership, Cross-functional Team..., Budgets, Process Improvement, Interior Design, Agile & Waterfall..., Team Management, Sales Presentations, Business Process, Marketing, Negotiation, Databases, Strategy, PMO, Business Strategy, Entrepreneurship, Team Building, Analytics, Risk Management, Product Management, Business Analysis, Consulting, Social Media, Time Management, Event Management, Consultants, Luxury Brand Marketing, Space Planning and..., Full SDLC, Agile Project Management, Contract Negotiation, Digital Marketing, Market Research, Healthcare Publication, Media, Salesforce.com
Education
Skidmore College 1979 — 1983
Bachelor of Science (BS), Business Finance / Mathematics
Regions Financial Corporation February 2010 - Present
Regions Financial Corporation April 2008 - February 2010
Amsouth/Regions January 2007 - April 2008
American Gateway Bank March 2006 - December 2006
JP Morgan Chase June 2004 - March 2006
Trinity Hospice 2005 - 2005
Skills
Banking, Retail Banking, Consumer Lending, Credit, Loans, Deposits, Insurance, Customer Service, Recruiting, Talent Acquisition, Associate Engagement, Job Coaching, Talent Management, Professional..., Resume Writing, Human Resources, Applicant Tracking..., Behavioral Interviewing, Affirmative Action, Onboarding, New Hire Orientations
Education
Southeastern Louisiana University 2001 — 2005
Bachelor of Science, FCS, Psychology
Denham Springs High 1998 — 2001
Southwest Airlines February 2011 - Present
Brookhaven College August 2006 - Present
Musican for Hire 1985 - Present
JP Morgan Chase July 2010 - February 2011
FDIC May 2010 - July 2010
RealINSIGHT, Inc. June 2009 - May 2010
Independent Consultant March 2008 - June 2009
INCAP Fund September 2007 - February 2008
TRANSWESTERN September 1999 - September 2007
AMRESCO Capital Trust 1997 - 1999
Skills
Data Science, Business Intelligence, Financial Analysis, Data Analysis, Financial Reporting, Tableau, Access, Alteryx, Leadership, Strategic Planning, Business Analysis, Planning Budgeting &..., Real Estate and Private..., Cost/Benefit Analysis, Financial Statements, Data Mining, Data Warehousing, Investment Consulting, Payroll, Technical Writing, Microsoft Visual Studio, Microsoft Access, Microsoft Excel, Argus Modeling, Essbase, Crystal Reports, Business Objects, Transact SQL Coding, Transact SQL Stored..., Software Development..., Waterfall Software..., Software and Business..., Functional..., Data Strategies
Education
Southern Methodist University 1990 — 1992
MBA, Finance / Investments
Texas Christian University 1985 — 1990
Bachelor of Music Education, Music Theory and Composition
R.L. Turner 1981 — 1985
University of Maryland, Baltimore May 2011 - Present
Tufts Medical Center February 2013 - Present
University of Maryland, Baltimore August 2010 - May 2011
JP Morgan Chase August 2009 - August 2010
University of Louisiana at Monroe January 2010 - May 2010
Skills
Statistics, SAS, Stata, Data Analysis, Health Services Research, Pharmacoeconomics, Grant Writing, Focus Groups, Patient Engagement, Graphic Design, Research, Public Speaking, Healthcare, Clinical Research, Leadership, PCOR
Education
University of Maryland Baltimore 2010 — 2015
PhD, Pharmaceutical Health Services Research
University of Louisiana at Monroe 2007 — 2008
MBA, Healthcare Administration
Southeastern Louisiana University 2003 — 2007
B.S., Finance
Johnson Controls October 2013 - Present
Johnson Controls January 2012 - Present
Johnson Controls June 2010 - February 2012
Johnson Controls May 2009 - June 2010
JP Morgan Chase 2008 - 2009
Skills
Business Development, Building Automation, HVAC Controls, HVAC, Construction Management, Sales Management, Team Building, Operations Management, Continuous Improvement, Cross-functional Team..., Business Strategy, Engineering Management, Cost Center Management, Contract Negotiation
Education
Southeastern Oklahoma State University
Master of Business Administration (MBA)
Southeastern Oklahoma State University
Bachelor of Science (BS), Business Administration and Management, General
JP Morgan Chase August 2012 - Present
OneMain Financial, a Citi holdings company January 2007 - August 2012
Peoples Bank April 2005 - January 2007
Skills
Banking, Customer Service, Portfolio Management, Sales, Financial Analysis, Leadership
Education
Skagit Valley College
MACRO.CCS, Inc August 2015 - Present
Carmody & Carmody LLC February 2014 - Present
Nordstrom February 2012 - February 2014
Bob's Hot Mini Donuts February 2011 - July 2012
JP Morgan Chase July 2009 - July 2010
WaMu October 2008 - July 2009
WaMu October 2007 - October 2008
WaMu January 2006 - October 2007
WaMu August 2006 - January 2007
Safeco July 2004 - July 2005
Skills
Project Management, Training, ITIL, Analytics, Leadership, Agile Methodologies, Data Center, Software Documentation, Program Management, Enterprise Software, Business Analysis, Management, Entrepreneurship, SDLC, Strategic Planning, Process Improvement, Microsoft Excel, Enterprise Architecture, Customer Service
Education
University of Washington
Bachelor of Arts (BA), Printmaking
Shoreline Community College 2010 — 2012
Health Information Technology, RHIT
Louis Vuitton June 2014 - Present
Louis Vuitton June 2012 - Present
Teach for America June 2011 - August 2011
ANN INC. September 2010 - June 2011
JP Morgan Chase June 2010 - August 2010
American Civil Liberties Union August 2005 - September 2009
Skills
Philanthropy, Sustainability, Social Entrepreneurship, Corporate Social..., Grants, Fundraising, Change Management, Strategic Communications, Management, Strategy, Project Management
Education
NYU Stern School of Business 2009 — 2012
MBA, Finance, Social Innovation & Impact & Public Policy
NYU Wagner School of Public Service 2010 — 2012
MPA, Public Policy, Program Evaluation
Smith College
BA, French Literature & Political Science
The Shipley School
Northwestern Mutual January 2012 - Present
JP Morgan Chase 2010 - 2012
Secrets of Traders and LaSalle Futures Group 2009 - 2009
Skills
Series 6, Series 63, Life Insurance, Health Insurance, Disability Insurance, Long-term Care, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning
Education
University of Illinois at Chicago 2007 — 2009
Bachelor of Science, Finance
Southern Illinois University, Carbondale 2005 — 2007
Edwardsville High School
Universita Cattolica del Saro Cuore-Sede di Milano
Uber May 2015 - Present
Zipcar August 2014 - May 2015
Zipcar October 2012 - August 2014
JP Morgan Chase February 2010 - October 2012
Freelance 2008 - 2009
Skills
Customer Service, Event Management, Microsoft Office, Social Networking, Marketing, Editing, Strategic Planning, Leadership, Sales, Social Media Marketing, Social Media, Outlook, Project Management, PowerPoint, Training
Education
Western Illinois University 2010 — 2012
Bachelor of Liberal Arts and Sciences
South Seattle Community College 2006 — 2008
Associate of Arts (A.A.), Communication and Media Studies
JP Morgan Chase November 2004 - Present
Ashland Management May 2001 - May 2003
Education
Siena College 1997 — 2001
Regent's University London
Study Abroad Program
Aon (Aon Hewitt) June 2011 - Present
OnPoint HR Solutions/Sweetwater LLC June 2008 - July 2011
Hewitt Associates March 2006 - June 2008
Sweetwater, LLC March 2003 - March 2006
JP Morgan Chase January 1996 - February 2003
JPMorganChase 2001 - 2003
Chase Manhattan Bank January 1995 - January 2001
Chemical Bank 1992 - 1995
Skills
Applicant Tracking..., Talent Acquisition, Diversity Recruitment, Direct Sourcing, Onboarding, Workforce Planning, Full-cycle Recruiting, Internet Recruiting, Direct Recruiting, Recruitment/Retention, Creative Sourcing, Recruitment Process..., Team Leadership, Virtual Teams, Executive Search, Strategic Thinking, Human Resources, Employee Relations, Performance Management, Vendor Management, Management, Recruiting, Recruitment Advertising, Interviews, HRIS, Sourcing, SDLC, Outsourcing, Benefits Negotiation, College Recruiting, Leadership, Benefits Administration, Talent Management, Technical Recruiting, Process Improvement, Organizational Design, Personnel Management, Mergers & Acquisitions, Consulting, Staffing Services, Succession Planning, Mergers, Search, HR Consulting, Executive Management, Employee Engagement, Organizational..., Change Management, Contract Recruitment, Screening Resumes
Education
Smith College
Program for Executive Women
Northfield Mt. Hermon
PS. 35
Skidmore College
Bachelor of Arts (BA), American Studies/Business
BlackRock April 2013 - Present
BlackRock April 2011 - April 2013
JP Morgan Chase June 2010 - April 2011
The Nielsen Company May 2009 - August 2009
Skills
Fixed Income, Portfolio Management, Trading, Risk, Excel, Microsoft Office, Financial Modeling, Morningstar, Thomson One, Reuters, Rates, Money Market, Treasury, Federal Reserve, Financial Risk, Credit, MBS, Equities, Mutual Funds, Finance, Swaps, Bloomberg, Bonds, Investments, Options, Electronic Trading, Financial Analysis, Hedge Funds, Valuation, Analysis, Capital Markets
Education
Siena College 2006 — 2010
B.S., Finance
Abington Friends School 2002 — 2006
Synergy First & Associates, LLC May 2005 - Present
Chase Bank December 1988 - April 2005
JP Morgan Chase 2000 - 2005
Skills
Executive Coaching, Coaching, Leadership Development, Management Development, Team Building, Change Leadership, Performance Consulting, Curriculum Design, Public Speaking, Leadership and..., MBTI Certified, DiSC Distributor, Change Management, Workshop Facilitation, Leadership, Employee Engagement, Employee Relations, Human Resources, MBTI, Management, Performance Management, Program Management, Recruiting, Strategic Planning, Strategy, Talent Management, Training, Staff Development, Employee Training, Personnel Management, Organizational..., Onboarding, Project Management, Consulting, Organizational..., Career Development
Education
The University of Texas at Dallas - School of Management 2010 — 2012
MS Management and Administrative Science
Southern Methodist University 1997 — 2003
BA
JPMorgan Chase October 2008 - Present
JP Morgan Chase August 2000 - October 2008
Skills
Credit Analysis, Credit, Loans, Finance, Risk Management, Financial Services, Underwriting, Loan Origination, Management, Commercial Lending, Consumer Lending, Portfolio Management, Credit Risk, Banking, Forecasting
Education
University of New Haven 1985 — 1990
M.B.A, Business Adminstration
Southern Connecticut State University 1977 — 1981
B.S, Economics
The Walt Disney Company April 2011 - Present
FBI Seattle Citizens Academy Alumni Association June 2008 - Present
Puget Sound Energy January 2009 - March 2011
JP Morgan Chase September 2008 - January 2009
Washington Mutual June 2004 - September 2008
TELUS May 1987 - June 2004
Skills
Business Continuity, Disaster Recovery, Program Management, Network Architecture, ITIL Certified, CBCP, Project Management, Vendor Management, ITIL, Data Center, Integration, Risk Management, Telecommunications, Requirements Analysis, Management, Security, Computer Security, Enterprise Architecture, Agile Methodologies, Information Technology, Strategy, Enterprise Software, Networking, PMO, Leadership, Testing, Business Continuity..., IT Strategy, Project Planning, Infrastructure, SDLC, IT Management, IT Operations, Project Portfolio..., PMP, Cloud Computing, IT Service Management, System Deployment, Information Security, Business Process, SharePoint, Solution Architecture, Visio
Education
Simon Fraser University 1985 — 1989
Bachelor of Science in Applied Sciences
State Street Corporation 2005 - Present
JP Morgan Chase February 2002 - October 2005
PFPC 1995 - 2002
Skills
CRM, Training, Team Leadership, Leadership, Financial Reporting, Internal Audit, Sales, New Business Development, Finance, Six Sigma, Financial Services, Financial Analysis
Education
Simmons College - Simmons School of Management 2005 — 2008
MBA, Business
JP Morgan Chase 2007 - Present
Chase Insurance Direct 2003 - 2006
Chase Insurance Direct 2000 - 2003
Chase Insurance Direct 1998 - 2000
Skills
Underwriting, Insurance, Mortgage Lending, Loans, Credit, CRM, Leadership, Call Centers, Sales Management, Life Insurance, strategic planning, compensation planning, customer service, change management, Account Management..., territory management, Team Management, Team Leadership, Team Building, coaching, Sales Presentations, direct sales, Employee Training, New Hire Training, Mentoring Of Staff, Retail Banking, Branch Banking, Banking Relationships, Relationship Marketing, Solution Selling, Change Management, Coaching, Strategic Planning, Direct Sales, Customer Service, Sales Process, Relationship Management, Banking, Financial Services, Personnel Management, Sales Force Development, Management, Process Improvement, Risk Management, Finance, Business Development
Education
Southern Illinois University, Carbondale 1992 — 1996
San Diego County Credit Union October 2014 - Present
JP Morgan Chase January 2009 - January 2014
WAMU June 2007 - December 2009
Stinson Financial Group June 2006 - June 2007
Charter Mortgage/UBN Realty February 2003 - June 2006
Impac Funding Group/Novelle Financial 1999 - 2003
Wells Fargo Home Mortgage October 1996 - November 1999
Director's Acceptance 1996 - 1999
Indy Mac June 1996 - October 1996
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, Underwriting, Credit, Banking, Sales Management, Loans, Credit Analysis, Sales, Refinance, Management, FHA, Loss Mitigation, Mortgage Underwriting, Commercial Lending, Consumer Lending, Commercial Mortgages, Mortgage Servicing, Residential Mortgages, VA loans, FHA financing, Loan Servicing, USDA, FHA Financing, VA Loans
Education
South Dakota State University 1980 — 1985
BS, Economics
JP Morgan Chase April 2011 - Present
Rogers August 2003 - March 2011
Intervoice 1998 - 2003
Skills
Call Center, Business Intelligence, VoIP, Genesys, Software Development, XML, Telecommunications, Agile Methodologies, Requirements Gathering, SQL, Unix, Vendor Management, Business Analysis, SDLC, Integration, CTI, Visio, Requirements Analysis, Solution Architecture, IVR
Education
Southeastern Oklahoma State University
BMC Software August 2006 - Present
BMC Software 2006 - 2012
Computer Associates 2004 - 2006
JP Morgan Chase 1996 - 2001
JP Morgan Chase 1996 - 2001
Skills
SaaS, Enterprise Software, Salesforce.com, Cloud Computing, Solution Selling, Professional Services, Selling, Managed Services, Account Management, Pre-sales, Sales Operations, Software Industry, Partner Management, Channel Partners, Direct Sales, Business Alliances, Lead Generation, Demand Generation, Sales Process, New Business Development, Strategic Partnerships, Sales, CRM, Sales Management, Virtualization, IT Service Management, Sales Enablement, Business Development, Go-to-market Strategy, Business Intelligence, Product Marketing, Product Management
Education
University of Tampa 2001 — 2003
Seeking MBA, Business, Management, Marketing, and Related Support Services
Southern Illinois University, Carbondale
Bachelor of Arts (B.A.), Design and Visual Communications, General
JPMorgan February 2009 - Present
JP Morgan Chase 2006 - Present
Skills
Bloomberg, Mutual Funds, Capital Markets, Financial Analysis, Fixed Income, Banking, Equities, Securities, Valuation
Education
Simmons College 1999 — 2003
JPMorgan Chase Bank February 2011 - Present
JP Morgan Chase 1986 - February 2011
Skills
Diversified managerial..., Strong coaching and..., Excellent interpersonal..., Superior written and..., Highly motivated and...
Education
Smith College
Smith-Tuck Global Leaders Program, Global Strategy and Execution
University of Pennsylvania - The Wharton School
Leading Organizational Change Program
JP Morgan Chase October 2010 - Present
Citi July 2010 - October 2010
Align Networks June 2010 - July 2010
The Energy Authority December 2009 - April 2010
Convergys May 2006 - November 2009
Duval County Public Schools May 2004 - May 2006
United States Navy 1978 - 2002
Skills
PL/SQL, TOAD for Oracle, TOAD for DATA ANALYST, Crystal Reports..., SQL, Oracle SQL, WebIntelligence
Education
Webster University 1999 — 2002
M.A., Computers
Webster University (AT) 1999 — 2002
M.B.A
Southern Illinois University, Carbondale 1993 — 1996
B.S.
JP Morgan Chase December 2007 - Present
Bryco Funding, Inc. October 2004 - December 2007
Exchange Bank February 2001 - September 2004
Skills
Loans, Mortgage Lending, Sales, Banking, Credit, Refinance, FHA, Residential Mortgages, Commercial Lending, Relationship Management, Investments, Financial Services, Financial Analysis, Risk Management
Education
Sonoma State University 2000 — 2004
Bachelor of Science in Computer Science, Minor in Mathematics
JPMorgan Chase April 2001 - Present
JP Morgan Chase 2001 - Present
Education
Siena Heights University 1993 — 1998
BA, Accounting
ADP Dealer Services April 2011 - Present
HIMSS February 2011 - April 2011
W.W. Grainger September 2009 - June 2010
Kaplan University June 2009 - September 2009
UOP September 2007 - June 2009
JP Morgan Chase August 2006 - August 2007
Skills
Troubleshooting, Help Desk Support, Active Directory, Software Documentation, Technical Support, Management, XP, Windows 7, Operating Systems, SharePoint, ITIL, VPN, Windows Server, Computer Hardware, Process Improvement, Windows, Servers, Business Analysis, Access, Networking, Vendor Management, Powershell
Education
Southern Illinois University, Carbondale 2000 — 2003
Southern Illinois University, Carbondale
Endeavor Plus, Inc. June 2015 - Present
Burr Oak Advisors L.L.C October 2014 - Present
Wexford Capital May 2012 - October 2014
Verition Fund LLC March 2012 - May 2012
Canaccord Genuity Inc. August 2011 - March 2012
SES Partners Family of Funds October 2009 - November 2011
Consumer Reconnaissance, Inc June 2008 - October 2009
East Shore Partners June 2007 - May 2008
JP Morgan Chase June 2006 - August 2006
Skills
Retail, Bloomberg, Financial Modeling, Equities, Valuation, Investments, Trading, Equity Research, Hedge Funds, Financial Analysis, Portfolio Management, Asset Managment, Commodity, Investment Management, Alternative Investments, Private Equity, Capital Markets, Asset Management
Education
Siena College 2004 — 2008
BS, Finance
Levo League January 2014 - Present
Time Inc. November 2007 - March 2013
Time Inc. November 2008 - May 2009
Time Inc. - Real Simple November 2007 - November 2008
Yahoo, Inc. August 2005 - November 2007
Studio One Networks November 2000 - August 2005
AOL November 1996 - October 2000
AOL Moviefone 1996 - 2000
JP Morgan Chase July 1994 - November 1996
Skills
Digital Media, Digital Marketing, Digital Strategy, New Media, Strategy, Strategic Partnerships, Online Advertising, Content Strategy, Advertising, Web Analytics, Mobile Advertising, Mobile Marketing, Marketing, Advertising Sales, Monetization, Digital Integration, Mobile Applications, Publishing, Integrated Marketing, Creative Direction, Editorial, Content Management, Content Development, Business Development, Mobile Devices, Online Marketing, Display Advertising, Sponsorship, Interactive Marketing, Email Marketing, Online Publishing, Omniture, Interactive Advertising, Brand Development, Magazines, Start-ups, Operations Management, Executive Management, Strategic Planning
Education
Smith College 1990 — 1994
Bachelor of Arts (B.A.), Economics and Women's Studies, Dean's List
Danbury High School
JP Morgan Chase June 1996 - Present
Education
Southern Methodist University - Cox School of Business 1991 — 1995
Comerica Bank January 2014 - Present
Comerica Bank October 2010 - December 2013
Bank of Texas March 2008 - October 2010
Wachovia Bank 2005 - 2008
Compass Bank August 2003 - February 2005
JP Morgan Chase January 2000 - August 2003
Skills
Commercial Banking, Finance, Commercial Lending, Credit, Banking, Loans, Financial Analysis, Small Business Lending, Credit Risk, Risk Management, Treasury Management, Cash Management, Relationship Management, Mergers, Strategic Planning, Asset Based Lending, Loan Origination, Lines Of Credit, Financial Risk, Sales Management, Investments, Investment Properties, Credit Analysis, Underwriting, Small Business
Education
Southern Methodist University - Cox School of Business 2002 — 2004
MBA
Texas A&M University 1995 — 1999
BBA, Marketing
Texas A&M University - Mays Business School 1995 — 1999
RBC Capital Markets March 2012 - Present
JP Morgan Chase January 2009 - March 2012
JPMorgan Chase March 2006 - January 2008
Skills
Bloomberg, Credit, Derivatives, Cash Management, Relationship Management, Sales, Negotiation, Pricing, Acquisitions, Research, Fixed Income, Series 7, Series 63, Structured Products, High Yield, Emerging Markets, Investment Banking, Investments, Equities, Loans
Education
Southern Connecticut State University 2000 — 2004
Economics, Business
JP Morgan Chase June 2009 - Present
Sunshine Lanes January 2004 - Present
SLS Loudspeakers September 2003 - November 2008
LMS Intellibound, Inc. April 2001 - August 2003
Bulk Conainer Systems, Inc. July 1999 - March 2001
Barkett Enterprises, Inc. November 1997 - July 1999
The Swanson Corporation February 1982 - November 1997
Skills
Customer Service, Inventory Control, Purchasing, Shipping
Education
Southeast Community College 1987 — 1988
Air Conditioning & Refrigeration
JP Morgan Chase February 2015 - Present
JP Morgan Chase August 2014 - February 2015
JP Morgan Chase June 2011 - July 2014
JP Morgan Chase October 2010 - May 2011
Life Equity LLC January 2008 - October 2010
National City Bank (National Home Equity) August 2002 - October 2007
AmTrust Bank August 2001 - August 2002
AmTrust Bank October 1999 - August 2001
Skills
Credit, Underwriting, Banking, Loans, Mortgage Banking, Mortgage Lending, Credit Analysis, Residential Mortgages, Credit Risk, Mortgage Underwriting, Portfolio Management, Loan Origination, Refinance
Education
Slipperty Rock University 1990 — 1994
Bachelor's degree, Finance and International Business
Slippery Rock University of Pennsylvania 1990 — 1994
Hamilton Group Funding September 2011 - Present
JP Morgan Chase June 2009 - September 2011
FirstNLC Financial Services March 1997 - March 2008
New South Federal Savings Bank 1995 - 1997
Education
Southern Illinois University, Edwardsville
BS, Education
JP Morgan Chase April 2007 - June 2014
Treasurer of SC June 2004 - April 2007
Carolina First Bank (Currently TD Bank) January 1993 - June 2004
Skills
Banking, Customer Service, Risk Management, Microsoft Office, Financial Analysis, Credit, Microsoft Excel, Loans, Business Analysis, Project Management, Retail Banking, Management, Strategic Planning, Change Management, Portfolio Management, Accounting, Financial Accounting, Human Resources, Finance, Analysis, Account Reconciliation, Investments, Internal Audit, Trading, Securities, Financial Reporting, Auditing, Internal Controls
Education
Webster University 1999 — 2001
Master's Degree, Human Resources Development, 3.69
South Carolina State University
Bachelor of Science (BS), Business Administration, Economics
RBS Markets and International Banking April 2011 - Present
UBS Investment Bank December 2008 - April 2011
JP Morgan Chase April 2005 - December 2008
AXA Financial November 2004 - April 2005
Citigroup June 2003 - August 2004
Morgan Stanley Dean Witter June 2003 - August 2004
JP Morgan Chase June 2002 - June 2003
Greenwich Technology Partners February 1999 - July 2002
Salomon Smith Barney September 1997 - February 1999
Lehman Brothers August 1996 - August 1997
Skills
Fixed Income, Disaster Recovery, Integration, Data Center, Outsourcing, Vendor Management, IT Strategy, ITIL, Program Management, Data Privacy, PMO, Strategy, Investment Banking, Virtualization, Business Case, Financial Analysis, Market Data, Options, Infrastructure, Information Security..., Information Security, Information Security..., Information Technology, Project Management, Project Portfolio..., Project Finance, Mergers & Acquisitions, Management Consulting, Strategic Consulting
Education
Siena College 1984 — 1988
BS, Marketing
JPMorgan Chase July 2014 - Present
Wells Fargo September 2012 - May 2014
US Bank May 2012 - December 2012
JP Morgan Chase April 2011 - June 2012
Misys Banking Systems March 2007 - January 2011
SPAN Technologies 2004 - 2006
Skills
QTP, Quality Center, User Acceptance Testing, SDLC, SQL, Requirements Gathering, Requirements Analysis, Gap Analysis, DB2, Testing, Oracle, Business Analysis, VBScript, XML, Microsoft SQL Server, Quality Assurance, Agile Methodologies, Test Planning, Manual Testing, Regression Testing, PL/SQL, Software Project..., System Testing, Test Automation
Education
Shivaji University 2001 — 2004
Bachelor of Engineering (B.E.), Computer Science
JP Morgan Chase December 2010 - Present
GMAC ResCap December 2008 - December 2010
GMAC Financial Services May 2008 - December 2010
JPMC November 1996 - May 2008
JPMorgan Chase 1996 - 2008
Advanta 1996 - 1999
Education
Slippery Rock University of Pennsylvania 1981 — 1985
JPMorgan Chase VP - Supply Chain Finance AdvisoryJ.P. MorganJuly 2014 - Present
JPMorganChase October 2010 - Present
JP Morgan Chase 2006 - October 2010
Wachovia, A Wells Fargo Company 2000 - 2006
Wachovia, A Wells Fargo Company 2000 - 2006
Skills
Supply Chain, Commercial Banking, Banking
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2003
Master of Business Administration (M.B.A.), International Finance
Simon Fraser University 1998 — 1999
International Business
JPMorgan Chase January 2012 - Present
JP Morgan Chase December 2010 - January 2012
American Marketing & Publishing, Llc July 2010 - December 2010
AccuQuote July 2008 - January 2010
Indymac Bank January 2006 - May 2008
1st National Bank of Arizona May 2005 - January 2006
GreenPoint Mortgage April 2001 - May 2005
Skills
Mortgage Banking, B2B, Sales, Loans, Mortgage Lending
Education
Southern Illinois University, Carbondale 1985 — 1989
Bachlor of Arts, Radio/TV Broadcasting
Nationwide Financial April 2011 - Present
JP Morgan Chase September 2009 - March 2011
Wholesaler Connect January 2009 - March 2011
Independent March 2007 - December 2008
Lincoln Financial Distributors February 2004 - May 2007
PLANCO / The Hartford 2002 - 2004
Skills
Sales, Strategic Partnerships, Leadership, CRM, Competitive Analysis, Insurance, Strategy, Investments, New Business Development, Fixed Annuities, Management, Marketing
Education
Skidmore College 1997 — 2001
Business Major
12 West Capital Management September 2011 - Present
Force Capital Management May 2007 - September 2011
Aileron Capital Management October 2005 - January 2007
Laurus Capital Management September 2004 - October 2005
First New York Securities February 2000 - August 2004
JP Morgan Chase September 1998 - January 2000
Skills
Hedge Funds, Equities, Bloomberg
Education
Skidmore College 1994 — 1998
BS, Business
The Peddie School 1990 — 1994
Kentik November 2014 - Present
Distillant Technologies LLC August 2009 - November 2014
Purdue Pharma L.P. September 2011 - August 2014
Future Forge March 2011 - October 2012
JP Morgan Chase August 2010 - December 2010
Purdue Pharma August 2005 - August 2009
Education
South Dakota State University 2000 — 2003
BS, Liberal Studies / Pre-Law
New Canaan High School
New Canaan High School
New Canaan High School
Astin April 2014 - Present
Luminant August 2012 - April 2014
Luminant May 2011 - August 2012
Morgan Stanley August 2010 - May 2011
JP Morgan Chase October 2009 - August 2010
Tenaris May 2009 - October 2009
Texas A&M University September 2008 - May 2009
Texas A&M University August 2007 - August 2008
TransSolutions June 2007 - August 2007
FTTA September 2005 - April 2007
Skills
SQL Server, SSRS, SSIS, Visual C++, Excel, VBA, Visio, Microstrategy, SAP, SAS, C, Access, Visual Basic, Operations Research, Industrial Engineering, MS Project, CPLEX, SAS OR, Oracle SQL, SQL, AMPL, GAMS, Data Analysis, Data Mining, Business Analysis, Business Strategy, Analytics, Operations Management, Simulation, Modeling, Business Process, Analysis, Statistics, Consensus Builder, Resource Allocation, Tableau, Google Analytics, Six Sigma, Business Intelligence, Optimization, Business Objects, Process Improvement, Quantitative Analysis, Quantitative Finance, Quantitative Modeling, Econometrics, Financial Modeling, Financial Reporting, Microsoft Excel, Optimizations
Education
Southern Methodist University - Cox School of Business 2012 — 2013
MS, Quantitative Finance, 3.75
Texas A&M University 2007 — 2009
M.S., Operations Research, 3.5
FTTA 2005 — 2007
Leadership Development, Non-Profit, 4.0
The University of Texas at Arlington 2001 — 2005
B.S., Industrial Engineering, 4.0
International Tentnology Corp. October 2012 - January 2014
James Stafford Chartered Accountants October 2009 - September 2012
James Stafford Chartered Accountants September 2007 - August 2008
Citibank May 2007 - July 2007
JP Morgan Chase May 2006 - December 2006
Ingenious Development Co. Ltd. June 2005 - August 2005
Education
CA School of Business 2010 — 2011
Chartered Accountant, Accounting
Simon Fraser University 2003 — 2009
Bachelor, Business Administration - Accounting and Finance Concentration
JP Morgan Chase June 2011 - Present
JP Morgan Chase February 2010 - June 2011
JPMorgan Chase February 2008 - May 2009
JPMorgan Chase 1999 - 2008
JPMorgan Chase 1991 - 1999
Education
University of South Florida
Bachelor of Arts (BA)
Smith College
Executive Leadership
Fannie Mae July 2009 - Present
JP Morgan Chase May 2007 - July 2009
Freddie Mac January 2000 - March 2007
Education
Southern Methodist University 1995 — 2003
Psychology
JP Morgan Chase March 2010 - Present
Wamu January 2008 - March 2010
WaMu May 2003 - December 2007
Exodus Communications July 2000 - October 2001
Micro Learning Centers January 1999 - June 2000
Excell Data September 1998 - December 1998
CompuCom August 1997 - September 1998
CompuCom February 1996 - August 1997
Education
University of Washington 2004 — 2005
Management in the Technology Sector
Lake Washington Technical College 1994 — 1995
Associates, Information Technology
Shoreline Community College 1991 — 1993
Associates, Audio Engineering
BMO Harris Bank NA September 2011 - Present
Harris Bank N.A. May 2009 - September 2011
Beneficial Home Marketing February 2008 - November 2008
Heartland Home Finance September 2006 - May 2007
Encore Credit Corporation July 2004 - April 2006
JP Morgan Chase March 2003 - February 2004
Skills
Loans, Refinance, Underwriting, Mortgage Lending, Loan Origination, FHA, Residential Mortgages, Banking, Credit Analysis, Credit, Mortgage Banking, Consumer Lending, USDA, Retail Banking, Loan Servicing
Education
Southern Illinois University, Carbondale 1995 — 1999
BS, Science
McHenry County College 1993 — 1995
AS, Science
Jp Morgan Chase November 2014 - Present
JPMorgan Chase September 2011 - January 2015
Intouch Wireless June 2006 - September 2011
Ryzex September 2008 - February 2009
Education
Western Washington University 2006 — 2008
Bachelor's, Marketing, Economics
Skagit Valley College 2002 — 2004
Associate's degree
Pride July 2009 - Present
JPMorgan Chase January 2001 - December 2003
JP Morgan Chase 1979 - 2002
JPMorgan Chase April 1998 - December 2000
JPMorgan Chase April 1994 - March 1998
Education
Southern Methodist University - Cox School of Business 1974 — 1978
BBA, Accounting, Business, Finance
JP Morgan Chase September 2011 - Present
Saxon Mortgage July 2009 - August 2011
JPMorgan Chase December 2002 - July 2009
Skills
Data Warehousing, Informatica, Business Analysis, ETL, Data Modeling, Business Intelligence, Mortgage Servicing, Requirements Gathering, Microsoft SQL Server, Teradata Data Warehouse, SAS programming, User Acceptance Testing, IT Controls, Data Analysis, Databases, Integration, Analysis, Data Quality, Data Migration, Business Requirements, Teradata, Mortgage Lending, Dimensional Modeling, SSIS, Oracle, SQL, Mortgage Banking, Enterprise Architecture, Requirements Analysis, Toad, Database Design, Risk Management, Software Documentation, SDLC, Business Objects, Visio, Analytics, Project Management
Education
Southern Methodist University - Cox School of Business 1998 — 2002
Bachelors, Finance
Courtyard Fort Wayne at Grand Wayne Convention Center - White Lodging December 2011 - Present
Marriott Nashville Vanderbilt November 2010 - November 2011
Courtyard /Residence Inn Austin Downtown at the Convention Center - White Lodging March 2008 - November 2010
JP Morgan Chase March 2007 - January 2008
Ameriprise Financial Services, Inc. January 2006 - January 2007
Winegarder & Hammons, Inc. March 2004 - December 2004
Winegardgner & Hammons, Inc. March 2001 - March 2003
Winegardner& Hammons, Inc. November 1999 - February 2001
Bristol Hotels & Resorts December 1998 - October 1999
Bristol Hotels & Resorts November 1997 - September 1998
Skills
Banquets, Hotels, Hotel Management, Hospitality, Hospitality Management, Restaurants, Food & Beverage, Revenue Management, Forecasting, Budgeting, Event Management, Customer Service, Hospitality Industry, Scheduling, Hiring, Operations Management, Customer Relations, P&L, Sales Management, Team Building, Food, Strategic Planning, Customer Satisfaction, Catering, Staff Development, Supervisory Skills, Event Planning, Cost Control, Resorts, Budgets, Rooms Division, Pre-opening, Revenue Analysis, Management, Process Scheduler, Front Office, Income Statement, Employee Training
Education
University of Nevada Las Vegas Lee Business School 1994 — 1996
Bachelor of Science, Hotel Administration
Southern Alberta Institute of Technology 1992 — 1994
Undergraduate, Hotel & Restaurant Management
EMC Sr. ICEMC Consulting2006 - Present
DTE Energy 2002 - 2003
JP Morgan Chase 2000 - 2002
Sprint 1999 - 2001
Fidelity Investments 1997 - 1999
Skills
SAN, EMC Storage, Brocade, Disaster Recovery, AIX, Unix, Solaris, Business Continuity, Data Center, Clariion, Cisco Technologies, Cloud Computing, HP-UX, VMware
Education
South China University of Technology 1983 — 1987
83, department of automatic
Wells Fargo September 2013 - Present
Comerica Bank May 2011 - September 2013
Capital One Bank 2005 - April 2011
JPMorgan Chase 2000 - 2005
JP Morgan Chase 1998 - 2000
Skills
Credit, Commercial Lending, Small Business Lending, Lines Of Credit, Banking, Consumer Lending, Loan Origination, Credit Analysis, Cross Selling, Cash Flow, Asset Based Lending, Cash Management, Credit Risk, Commercial Banking, Treasury Management, Loans, Finance, Financial Services, Commercial Mortgages, Mortgage Lending, Deposits, Retail Banking, Private Banking, Construction Loans, Refinance, Investments, Portfolio Management, Underwriting, Financial Structuring, Relationship Management, Financial Risk, Financial Analysis, Leadership
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Strategy and Entrepreneurship / Marketing
Texas Tech University - Rawls College of Business 1993 — 1997
General Business/Marketing
Richardson High School 1990 — 1993
BMO Harris Bank July 2015 - Present
BMO Harris Bank April 2012 - July 2015
American Community Bank & Trust September 2009 - April 2012
JP Morgan Chase May 2001 - September 2009
Skills
Banking, Management, Product Development, Product Management, Business Relationship..., Microsoft Office, Coaching, Employee Relations, Client Development, P&L Analysis, Goal-oriented..., Sales Management, Compliance, Customer Profitability, Loans, Commercial Banking, Consumer Lending, Customer Service, Sales
Education
Southern Illinois University, Carbondale 1999 — 2001
B.S.
Leadership Greater McHenry County
William Rainey Harper College
A.A.
Siena College January 2010 - Present
Skidmore College October 2013 - August 2014
Keeler Honda January 2007 - January 2009
JP Morgan Chase 1989 - 2001
Skills
Process Improvement, Project Management, Operations Management, Strategic Planning, Time Management, Teamwork, Publishing
Education
Children's Writing Institute
Siena College
undergraduate, english
3WON October 2010 - Present
Context 4 Healthcare, Inc. March 2010 - October 2010
Viant January 2005 - December 2009
JP Morgan Chase August 2002 - December 2004
Geneca 2000 - 2001
Geneca 2000 - 2001
Global Vacation Group August 1998 - March 2000
C.W. Costello & Associates June 1997 - August 1998
Skills
Leadership, Healthcare Industry, Managed Care, Marketing, Healthcare Information..., Strategic Planning, Healthcare, Cross-functional Team..., Health Insurance
Education
Southern Illinois University, Carbondale 1992 — 1997
B.A., Broadcast Journalism and Marketing
JP Morgan Chase March 2011 - Present
United Central Bank June 2010 - March 2011
United Central Bank July 2005 - June 2010
Skills
Loans, Credit Analysis, Financial Analysis, Credit, Banking, Commercial Banking, Underwriting, Portfolio Management, Commercial Lending, Credit Risk, Investments, Valuation, Corporate Finance, Risk Management, Due Diligence, Financial Modeling, Small Business Lending, Commercial Mortgages
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA, Finance & Strategy
Southern Methodist University - Cox School of Business 2001 — 2005
BBA, Finance
Southern Methodist University - Cox School of Business 2001 — 2005
Bachelor of Science, Economic
PrimeLending June 2009 - Present
JP Morgan Chase May 2006 - June 2009
Skills
Loans, Sales, Mortgage Lending, Mortgage Banking, Real Estate, Loan Origination, Leadership, Residential Mortgages, Refinance, Credit, FHA, FHA Financing, New Business Development, VA Loans, Credit Analysis, Banking, USDA, Negotiation, Finance, Budgets
Education
Southern Methodist University 1998 — 2002
M. Div.
The Citadel 1994 — 1998
B.S. Business
Financial Services Industry January 2012 - Present
Assurant May 2011 - January 2012
JP Morgan Chase November 2009 - April 2011
AMC Theatres February 2008 - October 2009
Sri Chaitanya Infosystems April 2005 - May 2006
Education
Southern Illinois University, Carbondale 2006 — 2007
MS in Electrical and Computer Engineering
EY July 2015 - Present
Accenture October 2014 - July 2015
Accenture December 2013 - July 2015
Accenture September 2011 - December 2013
JP Morgan Chase November 2010 - May 2011
Texas Rangers Baseball Club September 2009 - March 2010
Skills
SAP, Analysis, New Business Development, Market Research, Finance, Forecasting, Sales Management, Social Media, Microsoft Excel, Account Management, Microsoft Office, PowerPoint, Strategic Planning, Sourcing, Financial Analysis, Promotions, Excel, Word, Fundraising, Customer Relations, Customer Service, Problem Solving, Financial Accounting, Accounting, Strategic Thinking, Training Delivery, Product Design, Management, Sales, Marketing, Financial Modeling, Consulting, Business Development, Change Management, organization alignment, Strategic Communications, Communications Planning, Training Programme..., Performance Management, Resource Management, Business Process...
Education
Southern Methodist University 2005 — 2009
Financial Consulting, Accounting and Finance
Southern Methodist University - Cox School of Business 2005 — 2009
Financial Consulting, Accounting and Finance
Tyler Technologies August 2012 - Present
JPMorgan Chase December 2009 - July 2012
JP Morgan Chase January 2006 - July 2012
JP Morgan Chase January 2006 - October 2009
Collin County Community College 2004 - 2005
Skills
User Acceptance Testing, Agile Methodologies, Requirements Analysis, Requirements Gathering, Testing, SDLC, Product Requirements, Quality Center, QTP, SQL, Product Management, Requirement..., Requirements..., Agile, Release Management, Business Analysis, Software Quality..., Unix, Business Requirements, Data Warehousing, Scrum, SharePoint, System Testing, Integration, Visio, Process Improvement, Test Automation, Agile Project Management, Test Planning, Software Project..., Quality Assurance, SOA, Product Strategy, User Experience, User Interface Design, Wireframes, Wire Framing, Axure, Indigo Studio, Product Design
Education
Southern Methodist University 2001 — 2005
BS, Computer Engineering
Southern Methodist University
B.S. Computer Engineering, Computer Engineering
JPMorgan Chase January 2013 - Present
JP Morgan Chase 2006 - Present
Citibank 2000 - 2005
Praxair 1996 - 2000
Skills
Banking, Credit Cards, Financial Analysis, Credit, Portfolio Management, Payments, Customer Service, Strategy, Relationship Management, Forecasting, Cash Management, Business Analysis, Business Development, Financial Services
Education
Southern Illinois University, Carbondale 1976 — 1978
MBA, Finance and Marketing
Southern Illinois University, Carbondale 1972 — 1976
BS, Accounting
US Bank June 2010 - Present
JP Morgan Chase May 2007 - June 2010
National City Mortgage April 1999 - February 2007
Education
Sinclair Community College 1989 — 1994
banking, accounting, economics
JP Morgan Chase August 2013 - Present
Hall Neighborhood House April 2012 - July 2013
Credit Renaissance Partners, LLC November 2007 - November 2011
OpHedge Investment Services March 2006 - June 2007
Abatement Industries Group, Inc January 2004 - January 2005
CVS Pharmacy January 2002 - January 2005
Yale University June 1999 - June 2001
Skills
Bloomberg, Valuation, Financial Reporting, Accounting, Cash Flow, Multi-functional..., Product & Portfolio..., Operations Management, Team Development /..., Alternative Investments, • Integrating..., Financial Accounting, Business Process..., Asset Management, Complex Funds Analysis..., Optimizing Financial..., Cost Benefit, Asset Managment, Analysis, Financial Services, Financial Analysis, Hedge Funds, Private Equity, Equities, Due Diligence, Internal Controls, Cash Management, Account Reconciliation, Forecasting, Managerial Finance, Portfolio Management
Education
Bentley University 2003 — 2004
M.B.A, International Business
Bentley University 2003 — 2003
M.S, Global Financial Analysis & Investment
Southern Connecticut State University 2000 — 2002
B.S, Finance
American Century Investments April 2015 - Present
Fred Alger Management May 2011 - April 2015
JP Morgan Chase April 2010 - May 2011
Merrill Lynch May 2008 - April 2010
Westrok Advisors May 2007 - May 2008
Skills
Wealth Management, Solution Selling, Series 7, Series 63, Financial Analysis, Banking, Credit, Investments, Equities, Fixed Income
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certified Investment Management Analyst Program
Southern Connecticut State University 2003 — 2007
Business, Management
Majestic Homebuilders Inc. 2008 - Present
DR Horton 2007 - 2008
Richmond American Homes 2006 - 2007
DR Horton 2003 - 2006
First Southwest Company 2002 - 2003
JP Morgan Chase 2000 - 2002
Education
Southern Methodist University 1996 — 2000
BBA, Finance
US Trust September 2006 - Present
JP Morgan Chase January 2002 - October 2006
Wachovia, A Wells Fargo Company 1992 - 2001
Union Trust Company 1987 - 1992
Skills
Trusts, Wealth Management, Private Banking, Trust Services, Probate, Estate Planning, Wealth Management..., Investment Management, Investment Advisory, Wealth, Retirement Planning, Alternative Investments, Equities, Series 7, Investment Strategies, Retirement, Estate Tax Planning, Fixed Income, Banking, Trust Management, High Net Worth..., Uniform Combined State..., Investments, Mutual Funds, Securities, Series 63, Asset Allocation, Strategic Financial..., Hedge Funds, Portfolio Management, Asset Management, Estate Administration, Financial Planning, Financial Services
Education
Southern Connecticut State University 1979 — 1981
B.S, Economics
Broadway Bank August 2003 - Present
JP Morgan Chase August 1990 - August 2003
Education
The University of Texas at Arlington 1978 — 1981
MBA, Finance
Simpson College 1966 — 1968
BA Business, Business Admin
Bank of Texas September 2006 - Present
JP Morgan Chase July 2000 - August 2006
Bank One, NA September 1999 - May 2000
Skills
Banking, Commercial Banking, Financial Analysis, Loans, Risk Management, Strategic Planning, Credit, Business Development, Leadership, Due Diligence, Commercial Lending, Portfolio Management, Finance, Investments, Management, Credit Analysis, Middle Market
Education
London School of Economics and Political Science 1999 — 2000
Economics
Southern Methodist University 1996 — 2000
BS, Economics with Financial Applications
RoundRock Capital Management August 2009 - Present
Swank Capital, LLC June 2003 - June 2009
JP Morgan Chase April 2001 - May 2002
Banc of America Securities 2000 - 2001
Skills
Fundamental Equity..., Hedge Funds, Equity Valuation, Economics, Portfolio Management, Financial Modeling, Investments, Due Diligence, Commodity, Alternative Investments, Research, Investment Strategies, Investment Banking, Financial Markets
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance
University of Richmond 1989 — 1993
Bachelor of Arts (BA), Economics and History
St. Mark's School of Texas 1977 — 1989
High School
Scottrade July 2009 - Present
TD Ameritrade December 2006 - July 2009
JP Morgan Chase January 2002 - March 2006
VALIC 2006 - 2006
Skills
Securities, Investments, Portfolio Management, Asset Allocation, Finance, Mutual Funds, Wealth Management, Series 63, FINRA, Series 7, Retirement Planning, ETFs, IRAs
Education
Southern Illinois University, Carbondale 1996 — 2001
BS, Finance
Union Bank July 2013 - Present
U.S. Bank November 2011 - July 2013
JP Morgan Chase January 2011 - November 2011
Wells Fargo Financial 2006 - 2010
Skills
Mortgage Lending, Loans, Credit, Consumer Lending, Banking, Loan Origination, Mortgage Banking, Retail Banking, Sales Management, Refinance, Strategic Financial..., Residential Mortgages, Real Estate, Cash Management, Private Banking, Financial Analysis, Portfolio Management, Sales, Cross Selling, Commercial Banking, Customer Service
Education
Siena College
BS, Marketing and Management
HollyFrontier Corporation July 2013 - Present
HollyFrontier Corporation June 2011 - July 2013
Temple-Inland September 2010 - June 2011
Bounds Chatelain and Pharr January 2010 - July 2010
Bagster June 2008 - August 2008
JP Morgan Chase June 2006 - December 2006
Skills
Business Development, Mergers, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Strategy, Microsoft Excel, Internal Controls, Accounting, SAP, Process Improvement, Auditing, IT Audit, Due Diligence, Finance, CPA, Internal Audit, SOX, Financial Audits, Bloomberg Terminal, Fraud Investigations
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master of Science in Finance, Finance
University of Texas at Dallas - Naveen Jindal School of Management 2015 — 2015
Non-Degree Seeking Graduate Student, Finance, 4.0
The University of Texas at Austin 2005 — 2010
Master in Professional Accounting, Accounting
The University of Texas at Austin 2005 — 2010
Bachelor of Business Administration
SunTrust Robinson Humphrey October 2011 - Present
Wells Fargo Capital Finance July 2008 - October 2011
CIT November 2005 - July 2008
JP Morgan Chase May 1997 - November 2005
Skills
Asset Based Lending, Credit Analysis, Factoring, Loan Origination, Syndications, Commercial Finance, Commercial Banking, Loans, Small Business Lending, Structured Finance, Capital Markets, Underwriting
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA, Finance
University of Oklahoma 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Contract October 2010 - Present
U.S. Census Bureau -- Census Coverage Management March 2010 - August 2010
JP Morgan Chase September 1995 - June 2009
Creamer Dickson Basford/Eurocom Corporate & PR January 1990 - August 1995
Skills
Sales, Project Management, Adobe Acrobat, Microsoft Excel, Customer Service, Strategy, PowerPoint, Financial Services, Marketing, Teamwork, Microsoft Office, Banking, Management, Financial Analysis
Education
Siena College 1981 — 1986
B.S., Marketing & Management
Customer Service Skills Center
USDA November 2009 - Present
JP Morgan Chase June 2006 - November 2009
Wells Fargo Financial 1999 - 2001
Skills
Financial Analysis, Business Analysis, Financial Reporting, Accounting, Process Improvement, Account Reconciliation, Training, Management, Human Resources, Finance
Education
Southeastern Louisiana University 1990 — 1995
Bachelor's, Management
JP Morgan Chase February 2011 - Present
JPMorgan Chase March 2005 - February 2011
Skills
Commercial Lending, Lines Of Credit, Small Business Lending, Business Banking, Loans, Banking, Commercial Banking, Small Business, Cross Selling, Credit
Education
Southern Illinois University, Carbondale 2001 — 2004
JP Morgan Chase financial advisormerrill lynch2008 - 2010
Education
Sonoma State University 2008 — 2010
finance
JPMorgan Chase July 2013 - Present
JP Morgan Chase October 2009 - July 2013
GM Financial/AmeriCredit May 2008 - October 2009
Skills
Mortgage Lending, Loans, Loss Mitigation, Underwriting, Foreclosures, Loan Modifications, Short Sales, Property, Software Documentation, Customer Service, Time Management, Banking, Credit, Portfolio Management, Financial Services, Call Centers, Relationship Management, Default, Mortgage Banking, Mortgage Servicing
Education
South Mountain Community College 2005 — 2008
Associate of Arts (AA), General Studies
JP Morgan Chase 2005 - 2011
Bank of America June 2000 - July 2004
Education
South Mountain Community College
Psychology and Law
South Mountain High School
Diploma
JP Morgan Chase May 2011 - September 2013
OneWest Bank 2007 - 2010
Intero Real Estate Services, Gilroy Ca January 2001 - March 2007
Skills
Investment Properties, Loans, Real Estate, FHA, Asset Management, Portfolio Management, Mortgage Lending, Finance, Foreclosures, REO, Banking, Investments, Project management, executive director of..., Business management -..., Creator of programs -..., Independent - business..., Administration of..., Public speaking, Radio / TV Spokesperson..., Grants Writer
Education
The Evergreen State College 1982 — 1986
Bachelor’s Degree, Studied Neuro Lingustic Programming and Non Verbal Communication
Sonoma State University
Certification in Facilitation and Training, Educational Psychology - Teaching
Chase Bank November 2013 - Present
JP Morgan Chase May 2012 - Present
JP Morgan Chase August 2008 - May 2012
Bank of America June 2003 - October 2005
JP Morgan Chase January 2002 - June 2003
Skills
Investment Banking, Mortgage Banking, Financial Services, Finance, Credit Risk, Mutual Funds, Loan Origination, Mortgage Lending, Portfolio Management, Banking, Loans, Financial Analysis, Credit, Investments
Education
Southern Illinois University, Carbondale 1989 — 1993
Bachelor of Arts (BA), Psychology/Criminal Justice (double major)
JP Morgan Chase January 2009 - Present
EMC Mortgage January 2006 - January 2009
Citi Mortgage January 1999 - January 2006
Associates Financial January 1989 - January 1999
Skills
Banking, Mortgage Banking, Refinance, FHA, VA Loans, FHA Financing, USDA, Financial Services, Sales and..., Real Estate
Education
Southern Methodist University
Bachelor of Business Administration (B.B.A.), Finance