JP Morgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JP Morgan Chase Employees
JPMorgan Chase December 2013 - Present
JPMorgan Chase January 2012 - December 2013
JP Morgan Chase January 2010 - January 2012
CBS News January 2008 - June 2010
Mitchell/Martin, Inc. February 2008 - April 2008
Washington Mutual May 2004 - December 2007
WPHL-TV December 2004 - March 2005
WGRZ-TV December 1998 - August 2003
WFTX-TV September 1996 - December 1998
WROC-TV May 1992 - September 1996
Skills
Forecasting, Television, Business Planning, Teamwork, Customer Relations, Managerial Finance, Training, Public Speaking, Networking, Customer Service, Management, New Business Development, Business Development, Real Estate, Sales, Time Management, Team Building, Leadership, Credit, Analysis, Loans, Mortgage Lending, Loan Origination
Education
Saint John's University 1990 — 1992
MBA, Accounting
State University of New York College at Oneonta 1985 — 1988
B.S., Meteorology
JP Morgan Chase September 2002 - September 2013
Citigroup August 1999 - August 2002
Decision Support Associates February 1992 - August 1999
DuPont January 1966 - January 1992
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Credit, Business Analysis, Loans, Project Management, Strategic Planning, Change Management, Portfolio Management, Microsoft Word, Strategic Financial...
Education
Stanford University 1963 — 1965
PhD, Operations Research, Statistics
Case Western Reserve University 1957 — 1963
BS and MS, Operations Research
Prime Mortgage Lending, Inc. April 2014 - July 2014
Wells Fargo Home Mortgage December 2011 - January 2014
ESL Federal Credit Union March 2011 - December 2011
Crosman Corp. 2006 - 2011
GE Capital 2001 - 2003
M & M Resources 1999 - 2001
First National Bank 1998 - 1999
Wells Fargo Home Mortgage 1996 - 1998
JP Morgan Chase 1988 - 1996
Skills
Foreclosures, FHA, Mortgage Lending, Mortgage Banking, Process Improvement, Loans, Underwriting, Credit, Banking, Loan Origination, Mortgage Underwriting, Financial Analysis, Refinance, Residential Mortgages, Finance, Commercial Lending, Consumer Lending, FHA financing, Leadership, Risk Management
Education
State University of New York College at Geneseo
BA
AXIS REIT Managers Berhad April 2011 - July 2014
Enova International October 2008 - April 2011
United Airlines January 2006 - June 2008
SEVEN Networks March 2005 - December 2005
Sybase 2003 - 2004
JP Morgan Chase 2002 - 2002
Stanford Economics 1999 - 2001
Skills
Product Management, Contract Negotiation, Program Management, Analytics, Product Marketing, Analysis, Vendor Management, Leadership, Competitive Analysis, Management
Education
Stanford University 2002 — 2003
M.S., Management Science & Engineering
Stanford University 1999 — 2002
B.A., Economics
Treinen Associates Inc. October 2014 - Present
Alliance Enterprises February 2014 - October 2014
Meridian Technologies May 2012 - January 2014
Meridian Technologies May 2011 - May 2012
Comsys January 2011 - April 2011
Sheridan Options Mentoring 2008 - 2010
JP Morgan Chase January 2009 - December 2009
WaMu May 2007 - June 2008
WaMu January 2001 - May 2007
Skills
SDLC, IT Service Management, RFP, IT Operations, Process Management, Projects, Technology Portfolio..., Application..., PMO Development, PMO Services, Certified Project..., Program Management, Consulting, Strategic Consulting, Vendor Management, PMP, Business Analysis, Business Process, Business Requirements, IT Strategy, Management, Microsoft Excel, Options Strategies, Project Management, PMO set-up, PMO, Risk Assessment, Risk Management, IT Risk Management, Data Analysis, Visio, PowerPoint, SharePoint, Project Server, Project Portfolio..., Portfolio Management, Project Delivery, Analytics, Contractors, Consultants, Financial Risk, Governance, Key Performance..., Change Management, Agile Project Management, IT Management, IT Portfolio, Information Technology, Integration, MS Project
Education
The Evergreen State College 1986 — 1990
BA
Olympia High School - 1984 1980 — 1984
Stanford University
Professional Certificate - SCPM
Adecco Staffing, USA January 2013 - December 2014
Adecco Staffing April 2011 - January 2013
Adecco Staffing October 2006 - January 2011
JP Morgan Chase 2003 - 2006
Credit Suisse 2000 - 2003
Goldman, Sachs & Co. 1996 - 2000
Credit Suisse 1993 - 1996
Skills
Deferred Compensation, Applicant Tracking..., Human Resources, Executive Pay, Workforce Planning, Personnel Management, Executive Search, Compensation & Benefit, College Recruiting, Sourcing, Talent Acquisition, Finance, Labor Relations, PeopleSoft, Temporary Placement, Payroll, Internet Recruiting, Technical Recruiting
Education
State University of New York at Buffalo - School of Management 1986 — 1990
Bachelor of Science, Finance
Hackley School 1982 — 1986
High School
MRC Studios November 2008 - Present
Credit Suisse October 2006 - October 2008
McKinsey & Company September 2005 - October 2006
JP Morgan Chase June 2004 - August 2004
GE Corporate Audit Staff May 2002 - May 2003
GE Medical Systems November 1999 - April 2002
Skills
Digital Media, Valuation, New Media, Financial Modeling, Start-ups, Corporate Finance, Mergers, Business Development, Digital Marketing, Corporate Development, Television, Analytics, Entertainment, Entrepreneurship, Strategic Partnerships, Due Diligence, Mergers & Acquisitions, Private Equity, Strategy, Acquisitions, Business Strategy, Investment Banking, Venture Capital, Competitive Analysis, Executive Management, Emerging Markets, Strategic Consulting, M&A experience, Acquisition Integration, Digital Strategy, Restructuring, LBO
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Strategic Management & Marketing
Stanford University 1995 — 1999
BA, Economics
Tory Burch March 2015 - Present
Tory Burch June 2014 - Present
Tory Burch November 2012 - Present
JP Morgan Chase September 2010 - February 2013
New York State Unified Court System January 2010 - May 2010
Skills
Credit, Mortgage Lending, Consumer Lending, Mortgage Banking, Retail Banking, Lines Of Credit, Refinance, Financial Services, Cross Selling, Residential Mortgages, Credit Cards, Financial Analysis, Finance, Cash Management, Deposits, Merchandising, Sales, Fashion, Customer Service, Retail, Microsoft Excel, PowerPoint, Social Media, Marketing, Microsoft Word, Management, Visual Merchandising, Microsoft Office
Education
State University of New York College at Buffalo 2006 — 2010
Bachelor of Science in Criminal Justice, Criminal Justice
Citi May 2015 - Present
JPMorgan Chase January 2013 - May 2015
JP Morgan Chase January 2011 - January 2013
JPMorgan Chase January 2010 - January 2011
Piedra Cabinetry Inc. January 2008 - January 2010
Commerce Bank / TD Bank September 2006 - January 2008
Skills
Banking, Business Relationship..., Portfolio Management, Credit Analysis, Retail Banking, Credit, Commercial Banking, Financial Services, Small Business Lending, Cash Management, Cross Selling, Treasury Services, Business Analysis, small business mana, Management, Finance, Business Planning, Risk Management, Loans
Education
State University of New York College at Old Westbury 2004 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
JPMorgan Chase September 2011 - Present
JP Morgan Chase September 2009 - September 2011
Ameriprise Financial Services, Inc. May 2008 - June 2009
Education
State University of New York at New Paltz 2003 — 2007
Bachelor, Finance
JPMorganChase September 2010 - Present
JP Morgan Chase July 1996 - Present
JPMorgan Chase May 2005 - December 2006
JP Morgan Chase July 1996 - December 2000
BPA International 1994 - 1996
Skills
Investments, Asset Managment, Hedge Funds, Asset Management, Financial Services
Education
State University of New York College at Oswego 1988 — 1992
BA, Major: English Minor: Business
Small Business Advisors May 2010 - Present
JP Morgan Chase March 2007 - May 2010
U.S. Bank 2004 - 2006
Skills
Finance, Banking, Commercial Banking, Small Business Lending, Small Business, Loans, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Mortgage Lending, Credit, Refinance, Insurance, Credit Analysis, Lines Of Credit, Loan Origination, Investment Properties, Portfolio Management, Management, New Business Development, Consumer Lending, Retail Banking, Financial Analysis, Real Estate, Financial Services, Investments, Risk Management, Underwriting, Mortgage Banking, Real Estate Economics, Branch Management, Residential Mortgages, Financial Structuring, Cash Management, FHA, Funding, Credit Risk, Relationship Management, Cross Selling, Wealth Management, Business Management, Social Skills, Social Networking, Social Entrepreneurship, Sales, Leadership, Business Development, Customer Service, Sales Management, SBA
Education
SUNY Plattsburgh
Bachelor's degree, Political Science and Government
JPMorgan Chase December 2013 - Present
JPMorgan Chase January 2013 - November 2013
JP Morgan Chase August 2011 - January 2013
JPMorgan Chase April 2009 - August 2011
Pro Motion Slides 1998 - 2005
Skills
Project Management, Staff Development, Staff Management, Schedule Control, Job Scheduling, Job Coaching, Creation Of Training..., Policy, Customer Service, Problem Solving, Branch Banking, Outlook, Sales, Microsoft Word, PowerPoint, Microsoft Excel, Team Building, Account Management, Customer Experience, Banking, Marketing Communications, Sales Operations, Strategic Planning, Customer Retention, QuickBooks, Coaching, Small Business, Microsoft Office, Social Media, Financial Analysis, Retail, Call Centers, Time Management, Strategic Partnerships, Management, Sales Management, Process Scheduler, Finance, New Business Development, Negotiation, Public Speaking, Marketing Strategy, Leadership, Customer Satisfaction, Process Improvement, Training, Risk Management, Social Media Marketing, Vendor Management, Access
Education
Saint Thomas Aquinas College 1998 — 2002
bachelor of science, recreation and leisure management
Metis New Economy Skills Training October 2014 - December 2014
EUXmedia June 2014 - August 2014
Magnet Media, Inc. October 2013 - June 2014
Magnet Media, Inc. October 2012 - October 2013
Magnet Media, Inc. June 2010 - October 2012
Magnet Media, Inc. November 2008 - June 2010
Magnet Media, Inc. September 2008 - November 2008
Bluhammock Music August 2008 - October 2008
Astoria Federal Savings January 2008 - April 2008
JP Morgan Chase October 2004 - December 2007
Skills
Digital Marketing, Online Marketing, Product Marketing, Social Media Marketing, Email Marketing, Lead Generation, CRM, Analytics, Marketing, Digital Media, Advertising, Strategy, Management, Google Adwords, Salesforce.com..., Pardot, Online Media Buys, Basic HTML, Salesforce Training, Salesforce.com..., Salesforce.com..., Social Media, Online Advertising, Digital Strategy, SEM, Facebook, Marketing Strategy, Facebook Marketing, Twitter Marketing, Media Buying, Google Analytics
Education
State University of New York - System 1997 — 2001
Bachelor of Arts (B.A.), Business/Music (Music Industry)
Pennsylvania Competes July 2015 - Present
Citi February 2015 - June 2015
Equality Ohio October 2013 - December 2014
Equality Ohio June 2013 - October 2013
JP Morgan Chase September 2011 - October 2013
Triplefin September 2008 - February 2011
Fifth Third Bank September 2001 - August 2008
Skills
Loans, Credit, Retail Banking, Equities, Business Analysis, Credit Analysis, Financial Analysis, Bloomberg, Strategic Financial..., Finance, Event Planning, Nonprofits, Public Speaking, Community Outreach
Education
SUNY Plattsburgh 1999 — 2001
Wells Fargo Home Mortgage April 2013 - Present
Merrill Lynch October 2011 - April 2013
JP Morgan Chase January 2010 - March 2011
Fidelity Mortgage December 2004 - October 2007
CA January 1992 - December 1995
Skills
Mortgage Lending, Credit, Banking, Sales, Finance, Investments, Strategy, Refinance, Sales Process, Trade Shows, Market Analysis, Research, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Portfolio Management, Corporate Events, Retirement, Loans
Education
State University of New York College at Brockport 1995 — 1998
BA Arts, Education
JP Morgan Chase March 2012 - Present
Verizon November 2004 - March 2012
Capgemini March 1997 - November 2004
Nynex (now Verizon) January 1970 - March 1997
Skills
Software Development, C/C++, Java, Web Development, DB2, Oracle, Oracle SQL, SQL Server, SQL*Plus, ASP, JSP, JavaScript, VBA, Visual Basic, Pascal, Unix Shell Scripting, Informix, MySQL, Perl, XML, MQ, 5ESS, AXE, AIX, Solaris, MS Office Suite, MS DOS, TCP/IP
Education
SUNY Empire State College 1991 — 1994
Bachelore Of Professional Studies, Small Computer Systems
flashforwardgraphics.com July 2010 - June 2015
JP Morgan Chase 1990 - 2008
Education
State University of New York College at Oneonta
Bachelor's Degree, Business Economics
Mental Health Center of Denver March 2009 - Present
BarclayCard US November 2005 - May 2007
JP Morgan Chase April 1994 - May 2004
Skills
Customer Experience, Call Centers, Coaching, Software Documentation, Management, Project Management, Group Therapy, Customer Service, Quality Assurance, Six Sigma, Team Building, Public Speaking, Crisis Intervention, Case Managment, Microsoft Office, Psychotherapy, Call Center, Mental Health
Education
State University of New York College at Oneonta 1989 — 1992
BA, Psychology
Close Concerns April 2015 - June 2015
Fidelity Investments 2010 - April 2015
JP Morgan Chase June 2009 - August 2009
Wellesley College February 2009 - May 2009
Skills
Equity Research, Investments, Economics, Bloomberg, Leadership, Financial Modeling, Equities, Finance, Research, Analysis, Capital Markets
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Wellesley College 2006 — 2010
Bachelor's Degree, Major in Economics, Minor in Mathematics
KPMG March 2015 - Present
Bergen Community College July 2013 - March 2015
PCF - Publishers Circulation Fulfillment July 2012 - October 2012
JP Morgan Chase March 2010 - July 2012
Verizon Wireless May 2008 - April 2009
JP Morgan Chase June 2006 - May 2008
Argent Mortgage 2004 - 2006
Skills
Public Speaking, Customer Service, Coaching, Leadership, Strategic Planning, Microsoft Excel, PowerPoint, Social Media Marketing, Team Building, Data Analysis, Loans, Business Strategy, Event Management, Account Management
Education
State University of New York at New Paltz 1998 — 2003
Bachelors of Science, Marketing
Spring Valley High School
Spring Valley High School
Spring Valley High School
CIGNA December 2011 - Present
Deloitte Consulting February 2011 - December 2011
Morgan Stanley January 2010 - December 2010
MasterCard June 2008 - December 2009
JP Morgan Chase June 2006 - June 2008
Satyam December 2004 - June 2008
NVIDIA February 2006 - June 2006
Cisco Systems January 2005 - January 2006
Best Solutions July 2004 - October 2004
Vinayak Technologies March 2002 - June 2004
Skills
OCP, Microsoft Certified..., Six Sigma, Oracle Enterprise..., Unix Shell Scripting, Informatica, Business Objects, IT Strategy, Business Intelligence, Data Warehousing, ETL, Oracle, Microsoft SQL Server, Toad, Requirements Analysis, Solution Architecture
Education
The University of Connecticut School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Stevens Institute of Technology 2009 — 2011
Master of Engineering (M.Eng.), Computer Engineering, A
University of Rajasthan 2000 — 2004
Bachelor of Engineering (B.Eng.), Computer Science & Engineering, A
Go To Modifications January 2009 - Present
Deutsche Bank November 2007 - September 2008
Deutsche Bank June 2006 - November 2007
Citigroup October 2003 - June 2006
JP Morgan Chase November 1999 - October 2003
Skills
Fixed Income, Derivatives, Equities, Trading, Swaps, Credit Derivatives, Securities
Education
Dept of State - Licensed Real Estate Salesperson
NASD Certification
Series 7 & 66 Recipient
State University of New York College at Fredonia
Comp Sci
Discover Financial Services August 2013 - Present
Clementi & Snow Real Estate Consultants and AZMMG LLC January 2009 - July 2013
Artisan Mortgage May 2005 - October 2008
Alpine Lending April 2003 - May 2005
JP Morgan Chase December 2000 - February 2003
Charter One Bank/Citizens Bank September 1997 - September 2000
Rochester Community Savings Bank/Charter One Bank 1994 - 1997
Skills
Loans, Mortgage Banking, Short Sales, Credit, Mortgage Lending, Customer Service, Loan Origination, Residential Mortgages, Banking, Real Estate, FHA, Sales Management, Refinance, New Business Development, Management, Residential Homes, Sales, Credit Analysis, Finance, Investment Properties
Education
State University of New York College at Buffalo 1980 — 1984
BS, Business / Management
Canadaigua Academy
Resources Global Professionals August 2011 - Present
McConnell, Jones, Lanier & Murphy June 2009 - September 2010
The Bank of New York Mellon October 2006 - December 2008
JPMorgan Chase 2003 - 2006
Boy Scouts of America : Sam Houston Area Council 2002 - 2004
JP Morgan Chase 2000 - 2002
Chase Bank of Texas 1997 - 1999
Texas Commerce Bank 1984 - 1996
Skills
Project Management, Problem Solving, Financial Analysis, Accounting, Microsoft Excel, Structured Finance, Financial Modeling, Capital Markets, Risk Management, Coaching, Expediting, Client-focused, Mentoring, Consensus Building, Leadership, Banking, Due Diligence, Financial Reporting, Financial Services, Derivatives, Treasury Management, Strategy, Financial Accounting, Acquisition Integration, Securities, Cash Management, Restructuring, Management Consulting, Private Equity, Valuation, Business Planning, Mergers & Acquisitions
Education
Stephen F. Austin State University 1979 — 1983
BBA, Accounting
St. Thomas High School 1977 — 1979
Tompkins Financial Advisors August 2011 - Present
Tompkins Financial Advisors January 2007 - August 2011
JP Morgan Chase September 2000 - January 2007
Skills
Portfolio Management, Wealth Management, Banking, Risk Management, Investments, Asset Management, Financial Analysis, Series 7, Finance, Securities
Education
State University of New York College at Geneseo
TD Bank October 2009 - Present
JP Morgan Chase February 2005 - April 2009
JTA Leasing January 2001 - December 2004
UniCapital Corporation - Jacom Group January 1998 - December 2000
Skills
Credit, Credit Analysis, Strategic Financial..., Business Development, Portfolio Management, Commercial Banking, Loans, Banking, Relationship Management, Mortgage Lending, Commercial Lending, Financial Analysis, Underwriting, Small Business Lending, New Business Development, Financial Services, Retail Banking
Education
State University of New York College at Oneonta 1991 — 1995
BA, Business Comm
JPMorgan Chase July 2013 - Present
JPMorgan Chase June 2012 - July 2013
JPMorgan Chase May 2011 - June 2012
JP Morgan Chase June 2009 - April 2011
Ameriprise Financial September 2008 - December 2008
Skills
Mortgage Lending, Underwriting, Financial Modeling, Financial Analysis, Credit, Banking, Credit Risk, Financial Risk, Risk Management, Finance, Corporate Finance, Due Diligence, Process Improvement, Analysis, Investment Banking, Microsoft Office
Education
State University of New York at Buffalo - School of Management 2007 — 2009
MBA, Finance
State University of New York at Buffalo - School of Management 2003 — 2007
B.S., Business Administration
HMS August 2014 - Present
Arrow S3 November 2010 - May 2014
Liberty Tax Service January 2014 - January 2014
JPMorgan Chase May 2007 - November 2010
JP Morgan Chase May 2007 - November 2010
tem kil March 2006 - August 2006
Berry Direct 1999 - 2002
Skills
Call Center, Accounting, Excel, Customer Service, Outlook, Word, Customer Relations, Budgeting, PowerPoint, Telephone Skills, Accounts Receivable, Customer Satisfaction, Accounts Payable, Reconciliation, Billing, Documentation, Problem Solving, Analysis, Administration, Credit, Financial Reporting, Account Management, General Ledger, Balance, Retail, Financial Analysis, Negotiation, Invoicing, Fundraising, Contract Negotiation, Compliance, Research, Auditing, Microsoft Office, Team Building, Payroll, Banking, Inventory Management, Payroll Processing, Budgets, Call Centers, PeopleSoft, Training, Forecasting, Account Reconciliation, Data Entry, Leadership, Tax
Education
Stephen F. Austin State University 1998 — 2005
BBA, Finanace
Silsbee High School 1994 — 1998
Hewlett-Packard September 2014 - Present
UBS Wealth Management 2008 - 2014
JP Morgan Chase 2005 - 2008
Citco Fund Services / Emphasis Software Development 2004 - 2005
Sun Microsystems 1992 - 2004
Prediction Systems 1986 - 1992
Skills
Virtualization, Technical Architecture, Distributed Systems, SDLC, Enterprise Architecture, PaaS, IT Strategy, Business Analysis, Vendor Management, Unix, Trading Systems, Agile Methodologies, SOA, Cloud Computing, Disaster Recovery, Network Architecture, IT Management, Network Engineering, Solution Architecture, Architecture, Solaris, Linux, Enterprise Software, System Architecture, Software Development, Data Center, Integration, Databases, IT Operations, Strategy, Storage, High Availability, ITIL, Software Project..., Data Warehousing, SaaS, Middleware, Business Continuity, Infrastructure, IT Service Management, PMO, Security, Pre-sales, Requirements Analysis, Project Portfolio..., Storage Area Networks, Application Architecture, Websphere, Sybase, Unix Shell Scripting
Education
Stevens Institute of Technology
MS, Computer Science
State University of New York at New Paltz
BS, Computer Science
Wells Fargo Home Mortgage 2013 - Present
JP Morgan Chase January 2010 - February 2013
Riviera SteakHouse Bar and Lounge January 2009 - March 2011
WMC Mortgage 2003 - December 2009
Newcentury financial 2002 - 2003
Skills
Banking, Credit, Customer Service, Business Development, Sales, Mortgage Banking, Loans, Mortgage Lending, Finance, FHA, Financial Analysis, Risk Management, Loan Origination, Insurance, Real Estate, Sales Management, Leadership, Account Management, Refinance, Credit Analysis, Residential Mortgages, Management, Team Building, Public Speaking, Marketing, Strategic Planning, Investments, PowerPoint, Underwriting, Microsoft Word, Investment Properties, Microsoft Office
Education
State University of New York at Buffalo - School of Management 1998 — 2002
Economics
PricewaterhouseCoopers LLP February 2014 - Present
PricewaterhouseCoopers LLP July 2012 - February 2014
Barclays Capital November 2011 - January 2012
JP Morgan Chase May 2010 - January 2011
MetLife August 2007 - May 2010
American Express June 2007 - August 2007
American Express June 2007 - August 2007
IBM Corporation August 2001 - May 2007
Professional Services March 2000 - August 2001
IBM May 1998 - March 2000
Skills
Strategic Sourcing, Procurement, Vendor Management, SLA, Vendor, Supplier Management, Contract Negotiation, Customer Relations, Negotiation, Contract Management, Purchasing, Outsourcing, Spend Analysis, Sourcing, eSourcing, Supply Chain Management, E-procurement, Customer Service, Microsoft Office, E-sourcing, Team Building, Sourcing & Procurement, Supplier Evaluation, Category Management, Strategic Planning, Excel, Supply Chain, Global Sourcing, Supplier Negotiations, Word, PowerPoint, Supplier Diversity, Supervisory Skills, Ariba, Customer Satisfaction, ERP, Supplier Selection, Planning, Account Management, Program Management, CRM, Supply Management, Forecasting, Management, Strategy, Leadership, Analysis, Risk Management, Project Management, Integration
Education
State University of New York College at Old Westbury 1982 — 1985
B.S. Degree, Business Management
Murray Bertraum High School for Business Careers 1975 — 1979
high school diploma, Business Management
JP Morgan Chase March 2015 - Present
National Securities February 2014 - May 2015
Madison Imaging May 2013 - February 2014
Skills
Time Management, Teamwork, Microsoft Excel, Event Management, Food, Sales, Inventory Management, Restaurant Management, Food, Restaurants, Leadership, PowerPoint, Social Networking, Microsoft Word, Marketing, Microsoft Office, Public Relations, Customer Service, Investments, Financial Analysis, Strategic Planning, Economics, Accounting, Financial Planning, Finance, Equities, Team Building
Education
Saint Thomas Aquinas College 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General
E*TRADE Financial Corporation April 2015 - Present
Aerotek October 2014 - April 2015
KPMG US August 2012 - September 2014
EMC Consulting February 2011 - August 2012
Citigroup Retail Bank January 2007 - February 2011
Citi January 2007 - February 2010
JPMorgan Chase October 1995 - January 2007
JPMorgan Chase February 2002 - July 2004
JP Morgan Chase January 2000 - February 2002
JP Morgan Chase January 1997 - January 2000
Skills
Consultative Selling, Banking, Retail Banking, Credit Cards, Team Building, Call Center, Selling, Call Centers, Cross-functional Team..., Requirements Analysis, Business Relationship..., Strategic Planning, Marketing Strategy, Leadership, Strategy, Credit, CRM, Vendor Management, Business Development, Risk Management, Process Improvement, Business Process..., Management, Financial Services, Relationship Management, Project Management, Analysis, Consulting, Business Analysis
Education
State University of New York College at Old Westbury
Bachelor of Applied Science (B.A.Sc.), Finance, General
JP Morgan Chase July 2011 - Present
JP Morgan Chase November 2007 - Present
JP Morgan Chase 2011 - 2012
AIG American General January 2006 - November 2007
GE Money 2002 - 2006
Philip Morris 1998 - 2000
Easy Way Institute 1995 - 1996
Easy Way English Institute 1995 - 1995
Skills
Strategy, New Business Development, Account Management, Sales Management, Business Development, Credit Cards, Leadership, Sales Operations, Management, Strategic Planning, Sales, Marketing, Program Management, Financial Services, Relationship Management, Credit, Team Building, Retail, Banking
Education
State University of New York College at Plattsburgh 1993 — 1997
Universidad del Salvador 1995 — 1995
Shenendehowa High School 1989 — 1993
JP Morgan Chase May 2011 - Present
Ohio Treasurer of State April 2010 - January 2011
Columbus, Ohio October 1992 - April 2010
Ohio Rehabilitation Services Commission October 2007 - July 2009
Ohio Department of Education December 2004 - December 2006
Office of the Consumers' Counsel April 1983 - November 1991
Ohio Department of Natural Resources October 1981 - April 1983
Grove City Record October 1977 - August 1981
Hudson Register Star July 1976 - September 1977
Skills
Digital Photography, Graphic Design, Copywriting, Copy Editing
Education
Wright State University 2003 — 2004
Masters, Education
State University of New York College at Plattsburgh 1974 — 1976
Masters, History
State University of New York College at Plattsburgh 1970 — 1974
Bachelors, History
Adobe Systems, Inc. August 2010 - Present
Tru-Balance Fitness Pilates January 2013 - Present
eBay January 2010 - September 2010
JP Morgan Chase June 2008 - January 2009
Washington Mutual May 2007 - May 2008
Washington Mutual, Inc. June 2006 - May 2007
Washington Mutual June 2005 - May 2006
Washington Mutual April 2003 - June 2005
Saltmine Creative 1999 - 2002
TPD Publishing, Inc. 1997 - 1999
Skills
PMO, Program Management, Project Portfolio..., Workshop Facilitation, Capacity Management, Vendor Management, SDLC, Project Management, PMP, Cross-functional Team..., Business Analysis, Process Improvement, Agile Methodologies, Product Management, Business Process..., Relationship Management, SharePoint, Leadership, Business Strategy, Risk Management, Strategy, Integration, IT Strategy, Executive Management, SaaS, Scrum, Enterprise Architecture, Requirements Analysis, Management, Business Intelligence, Software Project..., E-commerce, Business Process, Agile Project Management, Software Development, Quality Assurance
Education
Stanford University 2010 — 2015
Advanced Project Management Certificate (in progress), Project Management
Embody Pilates Teacher Training 2012 — 2013
Pilates Instruction
University of Colorado Boulder 1990 — 1994
B.A., Art History
Bartlesville High School
Insero & Company CPAs, P.C. December 1996 - Present
JP Morgan Chase December 1991 - December 1996
Education
State University of New York College at Fredonia 1987 — 1991
BS, Accounting
Citi September 2010 - Present
JPMorgan Chase & Co. January 2006 - August 2010
JP Morgan Chase January 2000 - December 2005
JP Morgan November 1996 - December 1999
JP Morgan January 1988 - November 1996
Electronic Data Systems May 1985 - April 1988
Skills
Strategic Sourcing, Outsourcing, Global Sourcing, Supplier Management, Contract Negotiations, Procurement, Contract Management, Acquisition Integration, Vendor Management, Offshore, Professional Services, Nearshore, ASP, Offshoring, Vendor Relations, Cost Reduction, Sourcing, Cross-functional Team..., Process Improvement, Change Management, Contract Negotiation, Program Management, Resource Management, Supply Chain Management, Negotiation, Strategy Development, SLA, IT Management, IT Strategy, PMO, Project Portfolio..., Management, Strategy, Six Sigma, Supply Management, Business Transformation, Team Building, Management Consulting, Executive Management, Business Analysis, Mergers & Acquisitions, CRM, IT Outsourcing, Outsourcing Management, Spend Analysis, BPO, Project Management, IT Transformation, RFP, Information Technology
Education
State University of New York at Buffalo - School of Management 1983 — 1985
BS, Business Administration & MIS
XO Communications August 2015 - Present
365 Data Centers June 2014 - June 2015
EarthLink Business April 2013 - June 2014
Dell August 2010 - April 2013
Dell August 2008 - August 2011
Dell May 2005 - August 2008
JP Morgan Chase May 2003 - May 2004
American Express Financial Advisors February 2003 - January 2004
Morgan Stanley Dean Witter August 1998 - September 2002
Skills
SaaS, Storage, Account Acquisition, Solution Selling, Consultative Selling, Server Architecture, Cloud Computing, SAN, Virtualization, NAS, VMware, Storage Area Networks, iSCSI, Enterprise Software, Servers, Managed Services, Data Center, Disaster Recovery, Tape, Storage Virtualization, Salesforce.com, RAID, Deduplication, High Availability, Replication, SMB, Software Sales, Hosted Services, Managed Hosting, Product Management, PaaS, Clustering, Sales Management, Sales Process, Enterprise Storage, Storage Solutions, Backup Solutions, Business Continuity, VMware Infrastructure, Storage Architecture, Pre-sales, Solution Design, Professional Services, Enterprise Architecture, Hardware, RFP, Sales Presentations, IT Management, Computer Hardware, Colocation
Education
State University of New York College at Cortland
BA, political science
CA Technologies April 2015 - Present
Inogen June 2012 - March 2015
AT&T March 2010 - June 2012
Credit Solutions February 2009 - February 2010
JP Morgan Chase November 2004 - October 2008
Washington Mutual 2000 - 2004
Bank United 1997 - 2004
Skills
Sales, Sales Management, Sales Operations, Cloud Solution..., Leadership, ITIL, CRM, Management, Training, Customer Service, B2B, Solution Selling, Marketing, Customer Satisfaction, Time Management, Cold Calling, Customer Acquisition, Account Management, Presentation Development, Salesforce.com, Sales Process, Advertising, Team Leadership, New Business Development, Customer Retention, Marketing Strategy, Sales Presentations, Banking, Business Development, Direct Sales, Coaching, Selling, Customer Experience, Lead Generation, Team Building
Education
Stephen F. Austin State University 1991 — 1994
BA, Theatre
North Garland HS 1981 — 1985
Blockchain University July 2015 - Present
The Goddard School October 2014 - June 2015
J.P. Morgan Asset Management July 2012 - September 2014
J.P. Morgan Asset Management July 2010 - July 2012
Stevens Enterprise Development & Licensing September 2009 - December 2009
JP Morgan Chase June 2009 - August 2009
Kaufman Bros. October 2008 - April 2009
Barclays Capital June 2008 - August 2008
Skills
Business Analysis, Business Strategy, Business Development, Data Analysis, Project Management, Management, Excel, Microsoft Excel, PowerPoint, Mobile Technology, Data Management, Business Management, Microsoft Office, Investments, Technology Development, Blogging, Social Media Outreach, Analysis, Financial Services, Strategy
Education
Stevens Institute of Technology 2005 — 2010
B.S., Business & Technology, Finance
Stevens Institute of Technology 2005 — 2010
M.S., Global Innovation Management
Credit One Bank April 2014 - Present
JPMorgan Chase 2007 - November 2011
JP Morgan Chase November 2007 - January 2011
Hilco Receivables 2006 - 2007
Citigroup February 2000 - March 2006
Sears, Roebuck and Co. 2001 - 2005
Chase Manhattan Corporation 1995 - 1997
Skills
SQL, Base SAS, Credit Cards, Loss Forecasting, Analytics, Forecasting, SAS, Banking, Business Strategy, Credit, Credit Risk, Predictive Analytics, Financial Risk, Predictive Modeling, Portfolio Management, Data Analysis, Business Analysis, Accounts Receivable, Military Experience, Poker, Sales, Risk Management, Financial Modeling, Financial Analysis, Financial Services, Risk Analytics, Finance
Education
Stanford University 1986 — 1990
BA, Economics
Consultant May 2015 - Present
KBR February 2008 - February 2015
KBR February 2006 - February 2008
Halliburton March 2005 - February 2006
JP Morgan Chase January 2004 - March 2005
Molad Financial Services December 2000 - April 2004
Skills
Financial Analysis, Accounts Payable, Internal Controls, Accounts Receivable, Analysis, Management, Financial Accounting, Fixed Assets, Financial Reporting, Tax, Finance, Legal, Cost Accounting, IFRS, Financial Statements, Accounting, Sarbanes-Oxley Act, Process Improvement, Budgets, Account Reconciliation, Leadership, Human Resources, Forecasting, Policy, Payroll, Managerial Finance, GAAP, Microsoft Office, Accruals, General Ledger, Sarbanes-Oxley, Microsoft Word, Auditing, Contract Management, Supervising, SAP, Logistics, Variance Analysis, Microsoft Excel, Strategic Financial..., Access, International Tax, Project Planning, FCPA, Internal Control..., Procurement, Business Planning, Invoicing, Supervisory Skills, Due Diligence
Education
University of Maryland University College 2009 — 2010
Masters, Business Administration
State University of New York - System 2000 — 2004
Bachelors, Accounting & Finance
High School
High School
Carlisle & Gallagher Consulting Group October 2013 - Present
Independent Consulting Company January 2012 - January 2013
Bank of America November 2010 - October 2011
Barclays Capital October 2009 - November 2010
Bank of America March 2006 - October 2009
JP Morgan Chase 2005 - 2006
Morgan Stanley September 2003 - May 2005
Bank of New York September 2001 - August 2002
AXA Financial January 1999 - April 2001
KeyCorp August 1998 - January 2001
Skills
Reference Data, Fixed Income, Equities, Capital Markets, Banking, Financial Risk, Trading, Financial Services, Back Office, Risk Management, Middle Office, SDLC, Investment Banking, Credit, Retail Banking, Business Analysis, Finance, Credit Risk, Requirements Gathering, Trading Systems, Relationship Management, Market Risk, Analysis, Investments, Financial Markets, Securities, Portfolio Management, Bloomberg, Market Data, Mutual Funds, Agile Methodologies, AML, Management, Operational Risk, Prime Brokerage, Operational Risk..., Data Analysis, Project Management, Change Management, PMO, Workflow Management, Data Anal, Legacy Conversion, Business Process...
Education
State University of New York - System
BS, Finance
Balyasny Asset Management L.P. September 2011 - Present
Clarium Capital Management September 2008 - June 2010
Highland Financial Holdings Group February 2007 - August 2008
Amaranth LLC May 2004 - January 2007
JP Morgan Chase July 2002 - April 2004
Skills
Hedge Funds, Microsoft Excel, Management, Investments, Fixed Income, Financial Modeling, Options, Portfolio Management, Private Equity, Securities, Swaps, Trading, Valuation, Venture Capital, Bloomberg, Derivatives, Capital Markets, Bonds, Commodity, Equity Derivatives, Prime Brokerage, Middle Office, Series 63, Equities, Alternative Investments, FX Options, Asset Management, Emerging Markets, Financial Services, Investment Strategies, Structured Finance, Corporate Actions, Back Office, FINRA, Structured Products, Credit Derivatives, Hedging, Asset Allocation, Electronic Trading, Mutual Funds
Education
State University of New York College at Plattsburgh 1991 — 1993
BA, International Business
University of South Carolina-Columbia 1989 — 1990
International Business
Pitney Bowes September 2008 - September 2009
JP morgan chase 2000 - 2008
Chase Manhattan Corporation August 1985 - May 2006
chase manhattan bank 1985 - 2006
Skills
Troubleshooting, Help Desk Support, Lotus Notes, Call Centers
Education
State University of New York Empire State College 1997 — 1999
B.S, Information Technoloy
JP Morgan Chase July 2010 - Present
ETS October 2009 - July 2010
Siemens Corporate Research September 2004 - June 2009
Electronic Ink October 2002 - September 2004
Self-employed September 2001 - September 2002
UNext.com October 1999 - September 2001
Interval Research October 1992 - September 1999
Skills
User Experience, Information Architecture, Customer Experience, Usability Testing, Product Management, Web Design, User-centered Design, Interaction Design, User Interface, Usability, Project Management, User Interface Design, Software Engineering
Education
Stanford University
M.S., Mechanical Engineering, Design Division
Stanford University
AB-BS, Human Biology & Mechanical Engineering
University of California, San Diego
Ph.D., Cognitive Science & Psychology
JPMorgan Chase July 2011 - Present
JP Morgan Chase March 2012 - October 2012
RE/MAX DFW Associates April 2010 - March 2011
First American Residential Value View December 2006 - September 2008
St Peter Lutheran Church August 2006 - October 2006
Peace Lutheran Church June 2004 - July 2006
Summit Appraisal Services, Inc July 2003 - April 2004
American Airlines, Inc September 1988 - November 2001
Skills
Banking, Customer Service, Risk Management, Microsoft Office, Financial Analysis, Business Analysis
Education
North Harris County College
Associate of Arts (A.A.)
Stephen F. Austin State University
JPMorgan Chase 2006 - Present
Wells Fargo Home Mortgage 2005 - 2006
JPMorgan Chase & Co. 2003 - 2005
Frontier Communications 2001 - 2003
JP Morgan Chase 1999 - 2001
Skills
Credit, Banking, Mortgage Lending, Mortgage Banking, Risk Management, Loans, Financial Services, Process Improvement, Call Centers, Leadership, Credit Analysis, Customer Service, Portfolio Management, Management, SDLC, Vendor Management, FHA, Relationship Management, Financial Analysis, Business Analysis, Mortgage Servicing, Loan Origination, Finance, Underwriting, Collections Management, Loan Modifications, Loan Servicing, Loan Work-outs, Loss Mitigation, Predictive Dialers, Retail Banking, Consumer Lending, Team Building, Residential Mortgages, Sales
Education
State University of New York Empire State College
Nationstar Mortgage September 2013 - Present
JP Morgan Chase 2010 - 2011
Skills
Coaching, Recruiting, Banking, Financial Analysis, Process Improvement, Risk Management, Sales, Team Building, Mortgage Banking, Financial Services, Management
Education
State University of New York at New Paltz 1981 — 1985
Bachelor's degree, Accounting
JP Morgan Chase January 2015 - Present
Astoria Bank March 2013 - December 2014
Astoria Federal Savings Bank December 2011 - March 2013
Capital One June 2009 - December 2011
Investigative Professionals July 2005 - July 2010
New York City Police Department July 1985 - July 2005
Skills
Private Investigations, Investigation, Surveillance, Enforcement, Criminal Investigations, Police, Background Checks, Risk Assessment, Interrogation, Intelligence Gathering, Leadership, Firearms
Education
SUNY Empire State College
Suffolk CC
Brazos Valley Schools Credit Union April 2009 - Present
JP Morgan Chase October 2003 - April 2009
Chevron Federal Credit Union 1997 - 2003
Members Choice Credit Union 1990 - 1997
Skills
Training, Service Quality, Loans, Branch Management, Credit Unions, Human Resources, Payroll, Credit, Banking, Consumer Lending, Risk Management, Strategic Planning, Financial Analysis, Budget, Small Business Lending, Customer Service, Mortgage Lending, Recruiting, Marketing, Project Management, Financial Institutions, Finance, Executive Management, Business Development, Commercial Lending, Credit Analysis, Financial Services, Retail Banking, Lines Of Credit
Education
Stephen F. Austin State University 1978 — 1982
BBA, Economics and Finance
Florida Hospital DeLand May 2015 - Present
Florida Hospital March 2009 - May 2015
Option One Mortgage March 2007 - February 2008
JP Morgan Chase September 2006 - March 2007
Wells Fargo Home Mortgage May 2004 - September 2006
Wells Fargo Financial May 1997 - April 2004
Skills
Financial Analysis, Leadership, Budgets, Management, Financial Modeling, Budget Process, Balance Sheet, Lean Thinking, Lean Tools, Healthcare Management, Healthcare Reimbursement, Forecasting, Analysis, Recruiting, Finance
Education
Stetson University 1996 — 1999
MBA, Business Administration
Stetson University 1992 — 1996
Sports Administration, Business Administration and Management, General
First Niagara Bank May 2015 - Present
Kenmore Tonawanda UFSD March 2010 - Present
URS Corporation September 2007 - March 2010
JP Morgan Chase January 2006 - January 2010
Sterling Bank January 2005 - December 2006
MD Anderson Cancer Center November 1999 - December 2005
Skills
Construction Management, Project Planning, Process Scheduler, Project Management, Program Management, Contract Management, MS Project, Construction, Facilities Management, Budgets, Contract Negotiation, Submittals, Change Management, Sustainability, Strategic Planning, Operations Management, Team Building, Energy, Procurement, Management, Leadership, LEED, Proposal Writing, Microsoft Project, Project Bidding, Contractors, Customer Service, Value Engineering, Project Estimation, Renovation, Green Building, Negotiation
Education
Belford University 2001 — 2005
MS, Urban Planning
State University of New York College at Buffalo 1977 — 1981
BS, Architecture
JPMorgan Chase February 2014 - Present
JP Morgan Chase July 2010 - January 2014
Infosys Technologies Ltd July 2009 - July 2010
Dow Jones February 2006 - July 2010
Infosys Technologies Ltd February 2006 - July 2009
Infosys Technologies Ltd October 2003 - February 2006
Skills
Spring, Hibernate, JMS, Java, XML, JavaScript, UML, jQuery, HTML, JUnit, Portal Technologies, J2EE, JSP, PL/SQL, Servlets, Agile, Struts, AJAX, JDBC, Web Services, JBoss, XSLT, Design Patterns, Weblogic, SQL, REST, Websphere, Maven, Eclipse, Software Development, Java Security, Cryptography, Juniper, Siteminder, Axis2, FindBugs, PMD, Fortify, Java Enterprise Edition, JBoss Application Server, Requirements Gathering, Agile Methodologies, Spring Framework, Requirements Analysis, SDLC, Oracle
Education
University of Calcutta 2001 — 2003
M.Sc, Computer Science
St. Xavier's College 1998 — 2001
Bachelor in Science, Computer Science
Assembly Of God Church School 1983 — 1998
Adept Technologies LLC July 2012 - Present
Dewey & LeBoeuf LLP April 2004 - September 2011
Leboeuf, Lamb, Greene & MacRae June 1999 - April 2004
JP Morgan Chase 1996 - 1999
Skills
Netflow, SNMP
Education
State University of New York College at Geneseo 1987 — 1990
BA, Communications
Archbishop Molloy 1982 — 1986
Nationwide Financial 2013 - Present
Genworth Financial 2013 - October 2013
Jackson National Life 2011 - 2013
Dreyfus 2008 - 2011
OppenheimerFunds Inc 2002 - 2008
OppenheimerFunds 2003 - 2007
Morgan Stanley 2000 - 2002
JP Morgan Chase 1999 - 2000
The Chase Manhattan Bank 1996 - 1999
Skills
Series 7, Series 66, Public Speaking, Conflict Resolution, Time Management, Investments, Financial Advisory, Mutual Funds, Annuities, Asset Allocation, Alternative Investments, 401k, Retirement Planning, Separately Managed..., Retirement, Investment Strategies, Investment Advisory, Consultative Selling, Securities, Wholesaling, Bonds, Fixed Income, Equities, Managed Accounts, Financial Markets, Sales Management, New Business Development, Banking, Customer Relations, Customer Service, Salesforce.com, Marketing Strategy, Leadership, Long Term Care Insurance, Uniform Combined State..., Fixed Annuities, Selling, Life Insurance, Strategic Financial..., Sales, Financial Planning
Education
State University of New York - System 1992 — 1997
Chemistry / Education
Amityville
Affiliated Computer Services March 2001 - August 2010
JP Morgan Chase January 1997 - January 2001
JPMorgan Chase January 1992 - December 1996
Skills
PMP, SDLC, Program Management, MS Project, SharePoint, Team Building, Vendor Relationship, Application Development, Vendor Relations, Change Management, COBOL, CICS, TSO, VSAM, JCL
Education
State University of New York College at Oneonta 1973 — 1977
JP Morgan Chase 2004 - 2006
Education
State University of New York College at Old Westbury 1988 — 1992
BS, Business Management/Marketing
Glens Falls National Bank and Trust Company January 2005 - Present
CV Golf January 1990 - Present
JP Morgan Chase 1990 - 2006
JPMorgan Chase May 1986 - December 2004
GE January 1973 - April 1985
Neisners January 1971 - January 1973
Skills
Golf Instruction, Club Making and Repair, Credit Analysis, Golf, Turf, Golf Courses, Credit, Loans, Retail, Sales Management, Customer Service, New Business Development, Sports, Small Business, Banking, Club, Insurance, Commercial Lending, Sales, Financial Analysis, Mortgage Lending
Education
SUNY - Empire State 1997 — 2001
Bachelor of Science, Business Administration - Economics
SUNY Empire State College 1990 — 1996
BS, Finance and Economics
SUNY Cobleskill 1971 — 1973
AAS, Business Administration
State University of New York College of Agriculture and Technology at Cobleskill 1971 — 1973
AAS, Business Administration - Marketing
LogicSource, Inc. 2012 - Present
SRF Photography 2011 - Present
Williams Lea 2010 - 2011
Digitas Health 2005 - 2010
Rapp Collins Worldwide 2003 - 2005
JP Morgan Chase 2001 - 2003
Skills
Event Photography, Photojournalism, Broadcast Journalism, Variable Data Printing, Feature Writing, Music Production, Announcing, Print Production..., Video Editing, Hand Drawing, Client Relationship..., Voice Over, Guitarist, Creative Writing, Landscape Photography, Product Reviews, Music Performance, Travel Photography, Final Cut Pro, Lifestyle Reviews, Historical Photography, Lecturing, Video Production, Digital Printing, Musical Arrangements..., Food Photography, Offset Printing, Photoshop, Direct Marketing, CRM, Reviews, Newsletters, Marketing, Advertising, Creative Direction, Photography, Print Management, Direct Mail, Pre-press, Feature Articles, Mac
Education
State University of New York at New Paltz
BA, Communications and Media Arts
Citi July 2012 - Present
Citigroup - Citi Cards North America (N.A.) December 2002 - July 2012
JP Morgan Chase March 2001 - December 2002
Prudential Financial 1998 - 2000
Prudential Financial 1997 - 1998
Prudential Securities 1994 - 1997
Skills
Marketing Management, Credit Cards, Segmentation, Customer Retention, Marketing, Vendor Management, Issue Management, Issue Remediation, Program Management, Business Planning, Lead Generation, Sales, Analytics, Call Centers, Risk Management
Education
Saint Thomas Aquinas College 1991 — 1992
Bachelor of Business Administration (B.B.A.), Marketing
State University of New York College of Agriculture and Technology at Cobleskill 1989 — 1991
Associate in Business Administration, Marketing
JP Morgan Chase June 2006 - Present
Goldman Sachs August 1997 - June 2006
Merrill Lynch March 1995 - August 1997
Morgan Stanley June 1994 - March 1995
Education
Stanford University 1993 — 1994
MS
University of California, Berkeley 1989 — 1993
BS
J. Jill July 2015 - Present
HCR ManorCare Heartland of Jacksonville July 2008 - July 2015
Countrywide Financial Corporation September 2005 - April 2008
JPMorgan Chase March 1989 - August 2005
JP Morgan Chase 1989 - 2005
JPMorgan Chase Bank 1989 - 2005
Skills
Recruiting, Customer Service, Training, Leadership, Sourcing, Temporary Placement, Management, Employee Relations, Talent Acquisition, Screening, Healthcare, Performance Management, Onboarding, Human Resources, Applicant Tracking..., Team Building, Employee Benefits, HRIS
Education
Spencerport Sr High 1968 — 1971
High School, Business
State University of New York College at Brockport
BS, Communications
Cognizant Technology Solutions August 2014 - Present
Kaiser Permanente December 2007 - Present
Computer Sciences Corporation December 2007 - July 2014
JP Morgan Chase August 2006 - December 2007
Center for Computational Research January 2006 - May 2006
Skills
Data Warehousing, Abinitio, SQL, Maestro, Software Documentation, Project Planning, Performance Tuning, Unix, Visio, PL/SQL, Business Analysis, Java, Oracle SQL, DB2, Database Administration, Business Intelligence, Database Design, XML, Oracle, Informatica, Communication Skills, Integration, Software Project..., Project Management, SDLC, Ab Initio, MS Project, ETL, Unix Shell Scripting, Software Development, Enterprise Architecture, Business Objects, Databases, Solution Architecture, Requirements Gathering, Data Modeling, SOA, Agile Methodologies, Architecture, IT Strategy, Analysis, Requirements Analysis, Microsoft SQL Server, Crystal Reports, Java Enterprise Edition, Systems Analysis, Data Integration, ITIL, T-SQL, .NET
Education
State University of New York College at Buffalo 2002 — 2006
BS, Computer Engineering
Department of Veterans Affairs February 2013 - Present
JP Morgan Chase September 2004 - December 2012
MetLife November 2001 - September 2004
Siemans Business Services December 2000 - November 2001
Vacation Link June 2000 - December 2000
Network Communications October 1998 - June 2000
Skills
SDLC, Visio, Unix, Solaris, Infrastructure, Agile Methodologies, Release Management, Data Center, Project Management, Databases, ITIL, MS Project, Requirements Gathering, SQL, Business Analysis, Disaster Recovery, Vendor Management, RUP, Virtualization, IT Strategy, IT Management, Enterprise Architecture, Oracle, Solution Architecture
Education
United States Army, School of Information Technology 1996 — 1996
Stephen F. Austin State University 1994 — 1995
Physics
Kilgore Collage 1992 — 1994
Associates, Physics
Washington Surveying & Rating Bureau January 2013 - Present
Snyder Tech Talents 2000 - Present
Symetra April 2012 - December 2012
John L Scott May 2011 - October 2012
Murney Associates LLC August 2009 - October 2010
JP Morgan Chase December 2008 - June 2009
CoxHealth August 2007 - November 2008
Ozarks Technical Community College August 2004 - May 2007
DFA 2001 - 2004
Connext, Eddie Bauer, Texas Instruments 1993 - 2000
Skills
Microsoft SQL Server, C#, SQL, ASP.NET, Web Services, XML, SDLC, JavaScript, Software Documentation, Java, Visual Basic, Access, Testing, Web Applications, Oracle, Windows, Mobile Applications, DB2
Education
Stephen F. Austin State University 1982 — 1986
BBA
Diversified Marketing Marketing ManagerCablevision2011 - 2012
Citigroup 2010 - 2010
Morgan Stanley 2007 - 2008
Citigroup 2006 - 2007
Empire Blue Cross Blue Shield 2005 - 2006
JP Morgan Chase 1988 - 2004
Skills
Customer Acquisition, Loyalty Marketing, Analytics, Telemarketing, Digital Marketing, Customer Experience, Lead Generation, Relationship Marketing, Marketing Management, Strategic Partnerships, Product Management
Education
State University of New York College at Oneonta 1982 — 1986
Bachelor of Arts (B.A.), Marketing/Business
Wells Fargo May 2013 - Present
BlackRock April 2009 - May 2013
JP Morgan Chase April 2007 - March 2009
Wells Fargo December 2002 - April 2007
E*TRADE Financial October 1999 - December 2002
Charles Schwab February 1999 - October 1999
Bank of America December 1985 - February 1999
Skills
Database Marketing, Email Marketing, Marketing Analytics, Data Warehousing, Teradata, Direct Marketing, End to End Campaign..., Campaign Effectiveness, Digital Marketing, Predictive Analytics, Segmentation, Business Intelligence..., MicroStrategy Reporting, Business Objects, Unica Affinium Campaign, Marketing Strategy, Strategic Financial..., Financial Modeling, Activity Based Costing, Investment Management, Technical Project..., Marketing Resource..., Analytics, Customer Acquisition, Business Intelligence, CRM, Customer Insight, Lead Generation, Management, Vendor Management, Strategy
Education
Stanford University Graduate School of Business 2012 — 2012
Executive Program
University of San Francisco - School of Management
MBA
University of the Philippines
BS
JPMorgan Chase November 2012 - November 2013
JPMorgan Chase August 2010 - November 2012
American Medical Association 2007 - November 2010
JPMorgan Chase 2004 - 2007
JPMorgan Chase 2000 - 2004
JP Morgan Chase 1999 - 2000
JP Morgan Chase 1997 - 2000
Chase Manhattan Bank 1993 - 1996
Skills
Direct Marketing, CRM, Analytics, Vendor Management, Product Management, Financial Services, Segmentation, Database Marketing, Strategy, Predictive Modeling, Marketing Strategy, Analysis, Forecasting, Management, Program Management, Marketing, Project Management
Education
State University of New York College at Oswego 1987 — 1991
Bachelor of Science, Business Administration
Menaji Worldwide, LLC July 2010 - Present
ExpertiCas, LLC January 2009 - Present
True Course Capital Advisors, LLC March 2008 - Present
Allied Capital 2004 - 2007
JP Morgan Chase November 1981 - March 2003
Education
Stanford University 1997 — 1997
SEP, Business/Economics
Union College 1977 — 1981
BA, Economics
Capital One Bank 2007 - Present
Capital One 2007 - Present
Citigroup 2004 - 2007
Citibank 2004 - 2007
JP Morgan Chase 1980 - 2004
JPMorgan Chase 1980 - 2004
Skills
Series 7, Banking, Financial Services, Relationship Management, Retail Banking
Education
State University of New York at Buffalo - School of Management 1974 — 1978
JP Morgan Chase November 2010 - Present
WilmerHale 2004 - 2010
Sullivan & Cromwell LLP 2002 - 2004
Skills
Investment Banking, Mutual Funds, Corporate Finance, Asset Management, Internal Controls, Risk Management, M&A experience, Hedge Funds, Restructuring, Commercial Banking, Investments, Financial Services, Corporate Law
Education
University of Pennsylvania Law School 1999 — 2002
JD
Stanford University 1993 — 1997
Bachelor of Arts (B.A.), International Relations
JP Morgan Chase 2010 - December 2013
Merrill Lynch 2007 - 2009
UBS Investment Bank 2005 - 2007
Morgan Stanley 2004 - 2005
JAJ International 2002 - 2004
Goldman Sachs 2001 - 2001
Credit Suisse First Boston 1999 - 2001
Debevoise & Plimpton 1997 - 1999
Education
State University of New York at New Paltz
JP Morgan Chase July 2008 - Present
CIGNA International Expatriate Benefits August 2007 - Present
Bank of America 2003 - 2007
Education
State University of New York College at Plattsburgh 1993 — 1995
New York Mills
JP Morgan Chase May 2011 - Present
HSBC November 2010 - May 2011
M&T Bank May 2007 - October 2010
University at Buffalo June 2005 - May 2007
Buffalo State College November 2004 - May 2005
Buffalo State College August 2004 - May 2005
United States Marine Corps August 1999 - August 2003
Education
State University of New York at Buffalo 2005 — 2007
Master of Business Administration (M.B.A.), Information Systems & E-Business, 3.4/4.0
State University of New York at Buffalo 2005 — 2007
Advanced Graduate Certificate, Information Assurance, 3.6/4.0
State University of New York College at Buffalo 2003 — 2005
Bachelor's Degree, Computer Information Systems, 3.81/4.00 (Summa Cum Laude)
Pre-Employed 2010 - Present
JP Morgan Chase 1997 - 2010
JPMorgan Chase 1997 - 2010
Octel Network Services 1996 - 1997
Octel Network Services 1995 - 1996
Education
Project Management Professional (PMP)
Project Management Institute
Stephen F. Austin State University
Bachelor of Fine Arts - All Level Teaching Certification, Music Education
JPMorganChase DirectorJ.P.Morgan Chase1983 - Present
JPMChase 1983 - Present
JPMorgan Chase 1983 - Present
JP Morgan Chase 1983 - Present
JPMC 1983 - Present
Bank One 2003 - 2004
Chase Manhattan Bank 1983 - 2003
JPMorgnChase 1983 - 1999
Chase Manhattan 1983 - 1995
Chase 1983 - 1995
Education
State University of New York College at Geneseo 1979 — 1983
JP Morgan Chase August 2001 - Present
Skills
Loan Origination, Mortgage Banking, Investments, Financial Services, Financial Analysis, Retail Banking, Consumer Lending, Financial Modeling, Underwriting, Securities, Relationship Management
Education
Stephen F. Austin State University 1985 — 1989
Hong Kong and Shanghai Banking Corporation May 2014 - Present
The Bank of New York Mellon December 2006 - May 2014
JP Morgan Chase 1999 - 2006
JP Morgan Chase 1999 - 2006
Skills
Financial Services, Payments, Product Management, Cash Management, Portfolio Management, Risk Management, Banking, Relationship Management, Treasury Management, Financial Risk, Internet Banking, Credit Cards, Commercial Banking
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1993 — 1995
Master's degree, International Economics
Stanford University 1984 — 1989
Bachelor of Arts (BA), Classics and Classical Languages, Literatures, and Linguistics
Iberia Bank May 2015 - Present
Amegy Bank January 2007 - May 2015
Regions Bank October 2003 - January 2007
JP Morgan Chase December 2001 - October 2003
John Deere Credit November 1996 - November 2001
Texas Commerce Bank April 1994 - November 1996
United States Marine Corps May 1986 - February 1993
Skills
Banking, Loans, Treasury Management, Investments, Branch Banking, Sales, Credit Analysis, Consumer Lending, Credit, Finance, Financial Services, Commercial Banking, Small Business Lending, Budgets, Start-ups, Process Improvement, Commercial Lending, Insurance
Education
Texas A&M University 1988 — 1992
BS, Liberal Arts
Stephen F. Austin State University 1987 — 1988
Chase May 2012 - Present
JPMorgan Chase October 2009 - May 2012
JP Morgan Chase December 1994 - October 2009
Skills
SDLC, Requirements Analysis, DB2, Visio, COBOL, Mainframe, Software Project..., SQL, Requirements Gathering, JCL, Business Analysis, Project Management, Analysis, CICS, Data Warehousing, Banking, Databases, Syncsort, Access, SharePoint, Easytrieve, Oracle, CA7, OS/390, SDSF, z/OS, Endeavor, Unix, MVS, Xpediter, Message Queue, Fileaid, Quality Center, QMF, Unix Shell Scripting, PL/SQL, REXX, ISPF, Project Delivery, SAS, IBM Utilities, VSAM, IMS DB/DC, Serena Changeman, TSO, SPUFI, ETL, Control-M, Systems Analysis, WebSphere MQ
Education
SUNY Fredonia
VidSys October 2010 - Present
JP Morgan Chase July 2010 - October 2010
OnSSI March 2008 - October 2009
Pelco November 1997 - March 2008
Chase Manhattan Corporation November 1989 - November 1997
Skills
Integration, Software Development, Software Engineering, Management, Quality Assurance, Project Planning, Security, Product Management, Testing, Linux, TCP/IP, PMP, C#, Embedded Systems, Team Leadership, Agile Methodologies, Access Control, System Architecture, C, CCTV, IP, Wireless, Cloud Computing, Telecommunications, Troubleshooting, Systems Engineering
Education
State University of New York at New Paltz 1982 — 1984
bs, computer science
US Bank November 2008 - Present
JP Morgan Chase 1999 - 2008
Citibank 1996 - 1999
Skills
Credit, Credit Risk, SDLC, Credit Cards, Program Management, Budgets, Consumer Lending, Banking, Risk Management, Analytics, Credit Analysis, Finance, Financial Risk, Financial Services, Loans, Portfolio Management, Retail Banking, Strategy
Education
State University of New York College at Geneseo
BA
State University of New York at Stony Brook
Masters
JP Morgan April 2010 - Present
JPMorgan Chase January 2007 - May 2008
JPMorgan Chase June 2006 - January 2007
JP Morgan Chase September 1998 - June 2006
Skills
Credit, Mortgage, Banking, Underwriting, Asset Management, Private Banking, Sales Management, Credit Risk, Risk Management, Mortgage Lending, Portfolio Management, Management, Financial Risk, Leadership, Relationship Management, Mortgage Banking, Securities, Loans
Education
State University of New York College at Oswego 1995 — 1997
BA, Business Administrtion
State University of New York College at Oswego 1995 — 1997
Business, Business Admin.
PSCU October 2014 - Present
JP Morgan Chase October 2006 - Present
Accenture 2003 - 2006
Skills
Agile Methodologies, Agile Project Management, Banking, Business Analysis, Business Continuity, Business Intelligence, Business Process, Business Process Design, Business Process..., Business Requirements, Change Management, Credit Cards, Data Warehousing, Database Design, Disaster Recovery, Enterprise Architecture, Governance, IT Management, IT Strategy, ITIL, Integration, Java, Java Enterprise Edition, MS Project, Microsoft SQL Server, Management, Oracle, PL/SQL, PMO, PMP, Process Improvement, Project Delivery, Program Management, Project Management, Requirements Analysis, Project Portfolio..., Requirements Gathering, Resource Management, Risk Management, SDLC, SOA, SQL, SharePoint, Software Development, Software Project..., Solution Architecture, Unix, Spring, Visio, Weblogic
Education
University of South Florida 2001 — 2003
Bachelor of Applied Science (B.A.Sc.), Management Information Systems, General
State College of Florida-Manatee-Sarasota 1999 — 2001
Associate of Arts (A.A.), Business Administration and Management, General
JP Morgan Chase July 2008 - Present
My Home 2013 - 2013
McDonald's Corporation June 2006 - July 2008
Pyramid Management Group October 1997 - April 2005
Skills
Real Estate, Shopping Centers, Leases, Corporate Real Estate, Property Management, Real Estate Transactions, Real Estate Development, Investments, Asset Management, Investment Properties, Location Intelligence, Commercial Real Estate, Contract Negotiation
Education
State University of New York College at Oswego 1990 — 1994
JP Morgan Chase June 2008 - Present
Bear Stearns July 1999 - June 2008
Bear Stearns 1998 - 2008
Bear Stearns 1994 - 1999
Bear Stearns May 1988 - July 1994
Skills
Project Management, Business Analysis, ITIL v3 Foundations..., Business Process, Process Improvement, Service Delivery, Integration, Risk Management, Electronic Trading, Prime Brokerage, Sybase, Market Data, Security, Investment Banking, Fixed Income, Trading Systems, Disaster Recovery, ITIL, Equities, Investment Advisory, IT Strategy, Vendor Management, SDLC, Capital Markets
Education
State University of New York College at Oswego
BS, Business
JP Morgan Chase Credit Administration AnalystJPMorgan Chase & Co.2003 - Present
Education
State University of New York College at Geneseo 1991 — 1994
JP Morgan Chase April 2000 - Present
TitleServ July 1998 - March 2000
Skills
Mortgage Banking, Customer Service, Finance, Loans, Strategic Financial..., Banking, Loan Origination, Home Equity Loans, Refinance, Sales Management, Management, Commercial Lending, USDA, Commercial Banking, Consumer Lending, FHA, Series 7, Real Estate, Commercial Mortgages, Underwriting, VA loans, Negotiation, Credit, Residential Mortgages, Financial Services, Financial Analysis, Sales, Insurance, Credit Risk, Wealth Management, Strategic Planning, Risk Management, Corporate Finance, Credit Analysis, Leadership, Real Estate Economics, Financial Risk, Financial Structuring, Mortgage Underwriting, Portfolio Management, Investments, Relationship Management, FHA financing, Funding, Cross Selling, Loan Servicing, First Time Home Buyers, Series 63, Construction Loans, New Business Development
Education
State University of New York at New Paltz
Visa April 2009 - Present
JP Morgan Chase October 2008 - October 2009
Washington Mutual October 2005 - September 2008
Providian Financial June 1999 - September 2005
Bank of America 1983 - 1999
Skills
Strategic Planning, Vendor Management, SDLC, Process Improvement, Project Management, Management, Business Analysis, Risk Management, Program Management, Business Process..., IT Strategy, Cross-functional Team..., PMO, Enterprise Architecture, Change Management, Cloud Computing, Security, Disaster Recovery, Analysis, PMP, Leadership, IT Management, Project Portfolio..., Information Security..., IT Service Management, Data Center, IT Operations, Integration, Analytics, Service Delivery, ITIL, Business Intelligence, SaaS, Outsourcing, Software Project..., Business Process, Governance, Requirements Analysis
Education
Stanford University 1978 — 1981
Lincoln
Home Registration Network, Inc. November 2007 - October 2010
jpmorgan 2002 - 2008
JPMorgan Chase 2002 - 2007
JP Morgan Chase 2001 - 2007
Education
State University of New York College at Brockport 1998 — 2003
JP Morgan Chase June 2010 - Present
TIAA-CREF March 2008 - June 2010
Lehman Brothers March 2003 - March 2008
JP Morgan Chase July 1998 - March 2003
Tech Hackers, Inc. July 1996 - July 1998
Tech Hackers July 1996 - July 1998
Brookhaven National Laboratory October 1988 - July 1996
Education
Stanford University 1980 — 1986
PhD, Physics
University of Rochester 1976 — 1980
B.S./B.A., Physics/Mathematics
JPMorgan Chase February 2013 - Present
JP Morgan Chase April 2010 - February 2013
JP Morgan October 2008 - March 2010
JP Morgan March 2007 - October 2008
JPMorgan January 2004 - March 2007
Deutsche Bank/ NDB 1997 - 2003
Education
State University of New York College at Oneonta 1993 — 1995
BS, Business Economics
SunTrust September 2015 - Present
UBS Wealth Management November 2009 - July 2015
Chase Investment Services Corp. June 2009 - November 2009
UBS Wealth Management March 2006 - April 2009
JP Morgan Chase January 2005 - February 2006
New England Financial June 1996 - January 2003
National Life of Vermont 1989 - 1997
Skills
Retirement, Compliance, Series 24, Series 7, Series 63, Wealth Management, Securities, Mutual Funds, Retirement Planning, Annuities, Insurance, Long Term Care, Fixed Annuities, Portfolio Management, Estate Planning, Investment Management, Investments, Alternative Investments, Asset Allocation, Strategic Financial..., Long-term Care, FINRA, Investment Advisory, Wealth Management..., Bonds, 401k, Financial Advisory, Investment Strategies, Financial Planners, Financial Services, Life Insurance, Wealth Accumulation, Capital Markets, Fixed Income, Pensions, Series 65, Equities, Wealth, Asset Management, Financial Markets, Relationship Management, High Net Worth..., Financial Planning, Financial Risk, Options
Education
State University of New York College at Oneonta 1985 — 1989
Business Economics, Management
Wells Fargo July 2012 - Present
ComForcare Home Care September 2009 - April 2012
JPMorgan Chase September 2007 - August 2008
JP Morgan Chase 2002 - 2008
JPMorgan Chase July 2004 - August 2007
JPMorgan Chase September 2002 - June 2004
Fleet Credit Card Services 1999 - 2002
Fleet Credit Card Services 1999 - 2002
Fleet Credit Card Services / Bank of America 1999 - 2002
Citi Group 1998 - 1999
Skills
Customer Acquisition, Marketing Strategy, Customer Retention, CRM, Marketing Communications, Leadership, Analysis, Credit Cards, Direct Marketing, Strategic Planning, Segmentation, Database Marketing
Education
University of North Florida - College of Business Administration 1997 — 1998
MBA, General Business
State University of New York at New Paltz 1978 — 1982
BS, Business
HOLLYWOOD EAST FILM FINANCE February 2008 - Present
NUTMEG FILM NETWORK February 2008 - Present
PNC Financial Services Group 2007 - 2008
Citi Home Equity 2005 - 2007
JP MORGAN CHASE 2001 - 2005
Dime Savings Bank 1992 - 2001
Skills
Film, Mortgage Lending, Finance, Credit, Loans, Mortgage Banking, Loan Origination, Underwriting, Banking, Sales Management, Refinance, Residential Mortgages, New Business Development, Strategic Planning, Account Management, Business Development, Customer Service, Executive Management, Sales, Small Business, Funding, Investments, Commercial Real Estate, Residential Homes, Real Estate, Management, Entrepreneurship, Real Estate Financing, Selling, Portfolio Management
Education
State University of New York College at Oneonta 1979 — 1983
BS, PSYCHOLOGY
Bank of America February 2011 - Present
Bank of America February 2011 - November 2012
JP Morgan Chase June 2008 - February 2011
HSBC April 2007 - June 2008
Skills
SAS, SQL, Essbase, CFA, Credit Risk, Risk Management, Financial Analysis, Financial Planning, P&L Management, Credit Cards, Loss Forecasting, Consumer Lending, Banking, Segmentation, Forecasting, Statistical Modeling, Risk Analytics, Portfolio Management, Account Acquisition, Credit, Financial Modeling, Strategic Financial..., Data Mining, Financial Services, Chartered Financial..., Financial Risk, Predictive Analytics, Customer Acquisition, Predictive Modeling, Loans, Mergers & Acquisitions, Analytics, Analysis, Strategy, Finance, Financial Reporting, Cross-functional Team..., Basel II, Fixed Income
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
State University of New York College at Buffalo 2006 — 2007
Master, Economics
JP Morgan Chase May 2008 - Present
Citizens Bank May 2007 - May 2008
Argent Mortgage Company October 2003 - March 2007
Education
State University of New York at New Paltz 1995 — 1998
BA, History
Pooch Purrfect, Inc. January 2010 - Present
Credit Suisse January 2005 - January 2010
ING 1996 - 2005
JP Morgan Chase 1992 - 1994
Education
State University of New York Empire State College 2002 — 2004
MBA, Finance
Stony Brook University 1988 — 2002
BS, Applied Math & Statistics
BHS 1980 — 1986
J.P. Morgan October 2010 - Present
JPMorgan Chase 2008 - October 2010
JPMorgan Chase 2006 - 2008
JP Morgan Chase 2004 - 2006
Citigroup 1984 - 2004
Citigroup 1984 - 2004
Skills
Commercial Banking, Portfolio Management, Treasury Management, Credit Cards, Financial Risk, Relationship Management, Product Management, Management, Electronic Payments, Financial Services, Treasury Services, Payments, Cash Management, Treasury, Back Office, Vendor Management, Financial Analysis, Risk Management, Process Improvement, Credit, Financial Institutions, Banking, Debit Cards, Product Development, Operations Management, Payment Card Processing, Business Analysis, FX Options, Business Process..., Settlement, Strategic Planning, Liquidity Management, Project Management, Retail Banking, Payment Systems, Operational Risk, AML, Credit Risk
Education
State University of New York College at Buffalo 1980 — 1984
BS, Business Management
JPMorgan Chase & Co. September 2013 - Present
JP Morgan Chase January 2010 - September 2013
JPMorgan Chase & Co. November 2007 - December 2009
Chase Card Services November 2005 - November 2007
Chase October 2004 - November 2005
Chase August 2000 - October 2004
Skills
SDLC, Business Analysis, Vendor Management, Process Improvement, Program Management, Requirements Analysis, Project Management, Risk Management, Banking, IT Strategy
Education
State University of New York College of Agriculture and Technology at Cobleskill 1990 — 1993
associates, Floriculture
Wells Fargo Home Mortgage July 2011 - Present
Wells Fargo June 2005 - Present
JP Morgan Chase May 2002 - May 2005
Skills
Loans, Refinance, Credit, Mortgage Lending, Credit Analysis, Funding, Accounting, Financial Risk, Mortgage Underwriting, Home Equity Lines of..., Residential Mortgages, Customer Service, Loan Origination, Real Estate, Mortgage Banking, Banking, FHA, Insurance, Closings
Education
State University of New York College at Brockport 1995 — 1999
BS, English and Literature
Deutsche Bank August 2014 - Present
JPMorgan Chase September 2012 - Present
JP Morgan Chase 2011 - February 2013
Merrill Lynch 1989 - 2008
Education
State University of New York College at Buffalo 1982 — 1986
JP Morgan Chase December 2009 - Present
American Business Lending December 2007 - August 2008
Business Loan Express March 1999 - December 2007
BLX 1999 - 2007
The Associates September 1998 - March 1999
GE Capital September 1986 - September 1998
Skills
Credit, Underwriting, Loans, Commercial Lending, Risk Management, Finance, Financial Analysis, Credit Analysis, Lines Of Credit, Portfolio Management, Credit Risk, SBA, Small Business Lending, Loan Origination, Commercial Banking, Mortgage Banking, Commercial Real Estate, Mortgage Lending, Commercial Mortgages, Consumer Lending
Education
Stephen F. Austin State University 1982 — 1986
BBA, Finance
Self Employed May 2008 - Present
Bayview Loan Servicing, LLC August 2010 - August 2012
Greek Nation July 2008 - July 2010
Bayview Financial & Interbay Funding June 2005 - June 2008
JP Morgan Chase May 2004 - May 2005
Skills
Account Management, Loans, Negotiation, Microsoft Office, Real Estate, Mortgage, Problem Solving, Credit, Customer Service, Relationship Management, Mortgage Lending, Finance, Sales, Business Development, Portfolio Management, Commercial Lending, Refinance, Commercial Real Estate, Risk Management, Asset Management, Mortgage Banking, Loss Mitigation, Commercial Mortgages, Residential Mortgages, Loan Origination, Management, Software Documentation, Marketing, Sales Management, Underwriting, Mortgage Servicing, Investments, Loan Servicing, Credit Analysis, Banking, FHA, Mortgage Underwriting
Education
Western Illinois University
Bachelors, Business Management
St. Thomas University
MBA, International Business & Sports Administration
JPMorgan Chase December 2012 - Present
JP Morgan Chase April 2010 - Present
Skills
Small Business Lending, Commercial Lending, Credit Analysis, Relationship Management, Mortgage Lending, Loan Origination, Banking, Commercial Banking, Loans, Credit, Consumer Lending, Lines Of Credit, Series 6, Credit Risk, Cross Selling, Portfolio Management
Education
St. Thomas University 2001 — 2003
MBA
Bluegreen Corporation March 2007 - Present
JPMorgan Chase 2000 - 2005
JP Morgan Chase 2000 - 2005
Columbia House Company May 1998 - October 2000
First Rehab Life 1989 - 1998
Skills
Database Design, Data Modeling, Databases, Performance Tuning, Relational Databases, SSIS, Data Warehousing, Business Intelligence, Database Administration, OLAP, OLTP, T-SQL, SQL, Erwin, ETL, Visio, SQL Tuning, Unix, SSAS, Data Marts, Database Management, SQL Server, Microsoft SQL Server, Oracle, Enterprise Architecture, Data Migration, Crystal Reports, SSRS, Microstrategy, Data Integration, SDLC, SharePoint, Unix Shell Scripting, IIS, PL/SQL
Education
State University of New York - System 1985 — 1990
BS, AAS, Information Technology, Engineering
DaVita November 2009 - Present
JPMorgan Chase (Formerly WaMu) 2008 - January 2010
JP Morgan Chase 2008 - 2009
WaMu 2006 - 2008
Washington Mutual June 2005 - October 2006
Barcodes West, LLC November 2004 - May 2005
King County 2004 - 2004
Washington Mutual 2003 - 2003
The Regence Group June 1992 - December 2002
US Bank 1988 - 1992
Education
Strategy Computers, Inc. 2003 — 2004
Web Specialist
American Institute of Banking
Foundations of Banking Diploma
State University of New York College at Potsdam
BA
VWR Education July 2009 - Present
Paychex October 2008 - March 2009
Xerox Corporation March 1998 - March 2007
Tridec February 1996 - March 1998
JP Morgan Chase October 1987 - February 1996
Skills
Microsoft SQL Server, E-commerce, SQL, Networking, Data Analysis, Java, Databases, Program Management, HTML
Education
State University of New York College at Oneonta 1980 — 1982
BS, Chemistry
JP Morgan Chase March 2010 - April 2015
Wells Fargo Home Mortgage January 2009 - March 2010
Advanced Agronomics August 2005 - August 2008
Skills
Loan Origination, Loans, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Refinance, Residential Mortgages, Credit
Education
State University 'Lviv Polytechnics' 1991 — 1996
Master of Engineering (MEng)
JPMorgan Chase August 2013 - Present
JP Morgan Chase May 1999 - Present
Bloomberg April 1997 - April 1999
Goldman Sachs 1988 - 1995
Telerate 1984 - 1988
Education
State University of New York College at Oneonta 1979 — 1983
BS, Nutrition
John Dewey High School 1976 — 1979
BDCA Adviser, LLC March 2013 - Present
Menaji Worldwide, LLC July 2010 - Present
ExpertiCas, LLC January 2010 - Present
True Course Capital Advisors, LLC June 2008 - March 2013
Praesidian Capital April 2007 - May 2008
Callidus Capital Management (Allied Capital) March 2004 - March 2007
JP Morgan Chase 1981 - 2003
Chemical Bank 1981 - 1986
Skills
Loans, Credit Analysis, Turn Around Management, Banking, Venture Capital, Leveraged Finance, Strategic Partnerships, Entrepreneurship, Credit Risk, Credit, Equities, Corporate Development, Risk Management
Education
Stanford University 1997 — 1997
Executive Program (SEP)
Union College 1977 — 1981
Bachelor of Arts (B.A.), Econnomics
JP Morgan Chase March 2011 - Present
Manhattan District Attorney's Office September 2007 - March 2011
NYPD/ retired 1985 - 2005
Skills
Criminal Investigations, Private Investigations, Surveillance, Interrogation, Investigation, Enforcement, Protection, Background Checks, Internal Investigations, Counterterrorism, Computer Forensics, Police, Litigation Support, Firearms, Fraud, Public Safety, Expert Witness, Criminal Law, Corporate Security, Crisis Management, Evidence, Security Management, Patrol, Identity Theft, Security, Risk Assessment, Investigative Research, Personal Protection, Asset Protection, Emergency Management, Security Operations, Skip Tracing, Executive Protection, Homeland Security, Forensic Analysis, Courts, Counterintelligence, Homicide Investigations, Intelligence Analysis, Crime Prevention, Workplace Violence, Criminal Justice, Investigative Reporting, Physical Security
Education
State University of New York College at Cortland 1980 — 1984
B.A., Sociology
Xavier HS 1976 — 1980
First Niagara Bank November 2012 - Present
HSBC Bank November 2010 - May 2012
JP Morgan Chase November 2009 - October 2010
HSBC/HFC July 2001 - April 2009
Entercom Results Group September 2000 - July 2001
Ryan Homes August 1996 - August 2000
ADT Security Systems July 1991 - August 1996
Skills
Investments, Banking, Mutual Funds, Leadership, Customer Service..., Management, Sales Management, Credit Lending, Sales
Education
State University of New York College at Oswego
BA, Economics
Rushmore Loan Management Services, LLP November 2010 - Present
Available for new Mortgage Servicing Opportunities March 2010 - May 2011
Now Available March 2010 - 2010
EMC Mortgage August 1991 - May 2009
JP Morgan Chase 2008 - 2009
Bear Stearns/EMC Mortgage Corp. 1991 - 2008
Skills
Banking, Loan Servicing, Loans, Mortgage Lending, Mortgage Servicing, Risk Management, Mortgage Banking, Loss Mitigation, Portfolio Management, Process Improvement, Operations Management, Financial Analysis, Financial Services
Education
Stephen F. Austin State University 1970 — 1973
BS
Luv U Sports March 2008 - Present
JP Morgan Chase April 2009 - August 2011
Skills
Mortgage Banking, Loans, Loan Origination, FHA, Refinance, Residential Mortgages, Credit Analysis, FHA financing
Education
Venice High School 1992 — 1996
State College of Florida-Manatee-Sarasota
Isrisk March 2013 - February 2015
Health Plan Services June 2012 - October 2012
M&T Bank May 2010 - May 2011
AXA-Equitable: Dual Assignment, two companies March 2007 - December 2008
AIG Corporation: Dual Assignment, two companies April 2008 - July 2008
BlueCross BlueShield June 2006 - February 2007
JP Morgan Chase August 2005 - March 2006
AIG Corporation January 2005 - July 2005
Fifth Third Bank August 2004 - October 2004
Global Crossing and Frontier Communications March 1999 - March 2002
Skills
Agile Methodologies, SDLC, Testing, HP Quality Center, Requirements Analysis, SQL, User Acceptance Testing
Education
State University of New York College at Buffalo
Bachelor of Science, Business, with Information Systems Management courses
State University of New York College at Buffalo
Business Studies, with courses courses: Information Systems Management, Systems Analysis and Design.
DAVE DANN AUTO BROKERAGE August 2014 - Present
STATEN ISLAND NISSAN 2003 - Present
LIBERIANS IN NYC January 2005 - January 2012
JP Morgan Chase December 2005 - November 2007
Skills
Loans, Mortgage Lending, Mortgage, Refinance, Purchase, Funding, Budgeting, Strategic Planning, Marketing Strategy, Excel, Word, Microsoft Office, Production, Loan Origination, Credit, Customer Service, Nonprofits, Fundraising, Event Planning, Business Development, International Business..., Sales Management, Sales Operations, Automotive, Automotive Sales..., Automotive Aftermarket, Automobile, Account Management, Advertising, Budgets, Business Planning, Business Strategy, Customer Retention
Education
CUNY College Of Staten Island, Staten Island New York 2000 — 2002
Political Science, Social Sciences, Politics, Business
St John's University New York City 1997 — 2000
Philosophy, Social Sciences, Philosophy
Manatee Community College 1995 — 1997
Liberal Arts
SSG, Ltd. May 2011 - August 2012
Penson Financial Services May 2010 - May 2011
Fiserv Investment Services January 2008 - January 2010
Bank of New York Mellon October 2006 - December 2007
JP Morgan Chase May 2002 - September 2006
Citizens Communications September 1998 - November 2001
Skills
Vendor Management, Visio, Project Management, Process Improvement, SDLC, Program Management, Business Analysis, Information Technology, Change Management, Software Project..., Recruiting, Leadership, Telecommunications, Talent Acquisition, CRM
Education
The University of Dallas 2000 — 2001
MM, Telecommunications
Texas A&M University-Commerce 1995 — 1996
MBA, Internationl Business
Stephen F. Austin State University 1989 — 1993
BBA, Management
Plaza Home Mortgage March 2011 - Present
JP Morgan Chase February 1999 - March 2009
Skills
Mortgage Banking, Loan Origination, Loans, Banking, Credit, Underwriting, Refinance, Sales Management, FHA, Mortgage Lending, Credit Analysis, Investment Properties, USDA, FHA financing, VA loans, Mortgage Underwriting, Residential Mortgages, Reverse Mortgages, Real Estate, Sales, New Business Development
Education
State College of Florida-Manatee-Sarasota
Business Management
Walmart eCommerce August 2014 - Present
Live365 February 2013 - August 2014
Macy's December 2011 - January 2013
Accenture February 2010 - December 2011
JP Morgan Chase June 2006 - June 2007
Skills
Agile Methodologies, Product Management, User Experience, Scrum, E-commerce, Software Project..., SaaS, Software Development
Education
State University of New York at Buffalo - School of Management 2007 — 2009
MBA
University of Oklahoma 2000 — 2004
BS
TEKsystems February 2014 - Present
ThreatTrack Security Inc. June 2013 - December 2013
Jagged Peak September 2012 - May 2013
Universal Health Care July 2010 - August 2012
JP Morgan Chase April 2009 - May 2010
City of Sarasota January 2009 - April 2009
JP Morgan Chase July 2008 - December 2008
Image Source Office Automations September 2007 - July 2008
Skills
Microsoft SQL Server, SQL, SSIS, Databases, Visio, Database Design, SSRS, ETL, Database Administration, Data Modeling, Visual Studio, SQL Tuning, .NET, MySQL, Windows Server, Data Warehousing, Business Intelligence
Education
St. Petersburg College 2005 — 2011
BS Applied Science, Technology Management
Eisenhower College 1976 — 1981
BSCS, Math, Computer Science
JP Morgan Chase Correspondent Account ExecutiveJP Morgan ChaseMay 2007 - Present
JP Morgan Chase October 2000 - September 2005
Skills
Mortgage Banking, Loans, Mortgage Lending
Education
Stephen F. Austin State University
Communications
Retired October 2012 - Present
Rice Temple Baptist Church April 1982 - Present
Free lance accompanist January 2000 - January 2012
JP Morgan Chase September 1981 - July 2009
Skills
Music, Music Theory, Musical Theatre, Classical, Recording, Theatre, Entertainment, Editing, Music Education
Education
Stephen F. Austin State University 1973 — 1977
Bachelor of Music, Music
USA Mutual Insurance Agency, LLC March 2014 - Present
Signature Bank August 2011 - October 2014
JP Morgan Chase July 2007 - August 2011
Ameriprise Financial Services, Inc. June 2006 - April 2007
GunnAllen Financial July 2005 - June 2006
Skills
Banking, Commercial Banking, Investments, Series 63, Financial Services, Loans, Risk Management, Series 7, Portfolio Management, Private Banking, Consumer Lending, Small Business Lending, Commercial Lending, Strategic Financial..., Financial Analysis, Credit, Retail Banking, Lines Of Credit, Wealth Management, AML, Relationship Management, Securities, Financial Planners, Credit Analysis, Property & Casualty..., Insurance, Loan Origination, Insurance Planning, Retirement Planning, Mortgage Lending, Retirement, Mutual Funds, Equities, Commercial Insurance, Personal Insurance, Health Insurance, Life Insurance, Disability Insurance, Umbrella Insurance, Customer Service, Sales, Marketing, Financial Planning
Education
SUNY Empire State College
Associates, Business, Management & Economics
JP Morgan Chase Client Service ManagerBNY Mellon2002 - 2005
BNY Mellon 2002 - 2005
Skills
Global Custody, Banking, Securities, Financial Services, Fixed Income, Equities, Relationship Management, Mutual Funds, Hedge Funds, Derivatives, Bloomberg
Education
State University of New York at New Paltz 1983 — 1985
State University of New York at New Paltz 1983 — 1985
BS
CAN-AM Consultants, Inc October 2013 - Present
Adecco Staffing February 2011 - October 2013
Think Resources (formerly Sapphire Design/ATS Reliance) February 2006 - August 2010
JP Morgan Chase March 2002 - March 2006
Sprint PCS 1999 - 2002
Bath & Body Works 1995 - 1999
Dress Barn 1993 - 1995
Skills
IQ Navigator, Microsoft Office, Talent Acquisition, Applicant Tracking..., Background Checks, College Recruiting, Contract Recruitment, Employee Relations, Employee Training, Human Resources, Internet Recruiting, Interviews, Management, Process Improvement, Recruiting, Screening Resumes, Staffing Services, Technical Recruiting, Temporary Placement, Temporary Staffing, Training, Negotiation, Onboarding, Retail, CRM, Permanent Placement, Benefits Negotiation, Cold Calling, Executive Search, Resume Writing, Reference Checking, Recruitment Advertising, Job Fairs, Corporate Recruiting
Education
State University of New York College at Brockport 1984 — 1988
Bachelor of Science, Communications
RFA
The Blackstone Group July 2013 - Present
JP Morgan Chase January 2011 - July 2013
Skills
Accounting, Account Reconciliation, Financial Reporting, Financial Accounting, Financial Analysis, Microsoft Excel, Outlook, Process Improvement, Microsoft Word, PowerPoint, Microsoft Office, Fund Accounting, Leadership, Private Equity, US GAAP, US GAAP reporting, Fund Administration, Finance, Valuation, Waterfalls
Education
State University of New York at Buffalo - School of Management 2006 — 2010
bachelor of science, accounting
Home Properties October 2011 - Present
Lewis Tree Service Inc. 2008 - 2011
JP Morgan Chase 2005 - 2006
JP Morgan Chase 2003 - 2005
JP Morgan Chase 2001 - 2003
Skills
Accounting, Accounts Payable, Financial Reporting, Microsoft Word, Accounts Receivable, Auditing, Account Reconciliation, Payroll
Education
State University of New York Empire State College 2010 — 2016
Master of Business Administration (M.B.A.), Human Resources Management and Services
State University of New York Empire State College 2005 — 2008
BS, Accounting
JP Morgan Chase April 2005 - Present
Education
State Fair Community College 1988 — 1991
SUNY New Paltz 2009 - 2011
JP Morgan Chase 2007 - 2009
Education
State University of New York at New Paltz 2009 — 2011
Bachelor of Science, Environmental Geoscience
Orange County Community College 2005 — 2007
Associate's, Business Administration
JP Morgan Chase 2011 - Present
Education
State University of New York College at Old Westbury 2009 — 2011
Bachelor's degree, Accounting, 3.58
JP Morgan Chase 2009 - Present
SAP 2003 - 2009
Education
SUNY Oswego 1999 — 2003
Bachelor's degree, Computer Engineering
Valbridge Property Advisors Gerald A. Teel June 2013 - Present
JP Morgan Chase May 2008 - June 2013
Jack Poe Company April 2004 - June 2008
Skills
Real Estate, Appraisals, Valuation, REO, Loan Origination, Investors, Investment Properties, Foreclosures, Commercial Real Estate, FHA, Mortgage Lending, Refinance, FHA financing, Loans, Real Estate Economics, Investments, Short Sales, Real Estate Financing, Commercial Lending, USDA, Condos, Residential Mortgages, Photography, Adobe Design Programs
Education
Stephen F. Austin State University 1987 — 1991
Bachelor of Fine Arts (B.F.A.), Advertising Design / Photography
JP Morgan Chase 2010 - Present
Team Suffolk Swim Team January 1997 - August 2011
Astoria Federal Savings August 2007 - January 2010
Skills
Series 6, Series 63, Licensed Life Insurance..., Notary Public, Microsoft Office, Analysis
Education
SUNY Empire State College 2011 — 2013
Mathematics
University of Hawaii at Manoa 2000 — 2004
Communications
JP Morgan Chase September 2009 - Present
Clarix Technologies March 2006 - September 2009
Skills
Banking, Business Analysis, Credit Analysis, Customer Service, Sales, Financial Services, Loans, Credit, Financial Analysis, Leadership
Education
State University of New York College of Agriculture and Technology at Morrisville