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
JP Morgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JP Morgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
JP Morgan Chase Salaries. You can even request information on how much does JP Morgan Chase pay if you want to. Learn about salaries, pros and cons of working for JP Morgan Chase directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
12,999 JP Morgan Chase employees in database. Find out everything there's to know about JP Morgan Chase employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JP Morgan Chase Employees
Price My Limo January 2014 - Present
JP Morgan Chase July 2009 - December 2013
Skills
Marketing, Budgets, Customer Service, Marketing Strategy, Strategic Planning, Management, Sales, Account Management, New Business Development, Event Management, Business Development, Event Planning
Education
The University of New Mexico 1986 — 1988
JPMorgan Chase October 2012 - Present
JP Morgan Chase April 1999 - October 2012
Skills
Loans, Commercial Banking, Credit Risk, Credit Analysis, Credit, Banking, Retail Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Loan Origination, Relationship Management
Education
The Ohio State University - The Max M. Fisher College of Business
Master's degree, Business Management
Copley-Fairlawn City Schools February 2014 - Present
Allstate February 2013 - Present
JP Morgan Chase February 2010 - February 2013
InfoCision Management Corporation August 2007 - January 2010
Walsh Jesuit High School February 2005 - May 2007
Skills
Series 6, Credit, Financial Analysis, Microsoft Excel, Sales, Strategic Financial..., Customer Service, Financial Modeling, Account Management, Investments, Call Centers, Microsoft Office, Process Improvement, Property & Casualty..., Licensed Life & Health..., New Business Development, Business Development, Life Insurance, Financial Planning
Education
The University of Akron 2005 — 2007
Business Administration
Walsh Jesuit High School
JPMorgan Chase February 2013 - Present
JPMorganChase September 2010 - September 2011
JP Morgan Chase January 2010 - September 2010
Skills
Equity Derivatives, Hedge Funds, Rates, Alternative Investments, Fixed Income, Credit Derivatives, Derivatives, Bloomberg, Investment Banking, Equities, Swaps, Hybrids, Credit, Structured Products, Interest Rates
Education
GARP 2012 — 2012
Financial Risk Manager (FRM) - Level 1
CFA 2011 — 2011
Investment Management Certificate
The University of Manchester 2004 — 2008
BEng (Hons) Aeronautical Engineering
JP Morgan Chase April 2003 - Present
Citigroup January 1986 - January 2003
Education
The University of New Mexico 1973 — 1975
BA
JP Morgan Chase March 2011 - Present
General Services Administration August 2009 - December 2010
Skills
Series 7, Series 63, Investments, Securities, Financial Services, Retirement Planning, Finance, Retirement, Mutual Funds
Education
The University of Kansas
Business, Finance
ICI Insurance March 2015 - Present
ICI Insurance July 2008 - March 2015
JP Morgan Chase October 2007 - July 2008
The MedLeh Group 2007 - 2008
Skills
Sales, Risk Management, Team Leadership, Management, Customer Service, Negotiation, Contract Negotiation, Project Management, Advertising
Education
The University of Kansas 1999 — 2004
Business Administration, Economics
JP Morgan Chase May 1975 - January 2013
Skills
SDLC, Requirements Gathering, Business Requirements, Fixed Income, Financial Analysis, Derivatives, Financial Modeling, Visio, Requirements Analysis, User Acceptance Testing, Equities, Investment Banking
Education
Kenmore High School
The University of Akron
Card Consulting / Card Analytics 2002 - Present
Card Consulting / Card Analytics 2002 - Present
Card Consulting / Card Analytics 2002 - Present
Card Consulting / Card Analytics 2002 - Present
Card Consulting / Card Analytics 2002 - Present
JP Morgan Chase 2000 - 2002
JPMorgan Chase & Co. 1995 - 2000
American Express 1992 - 1995
Skills
Business Analysis, Risk Management, Financial Services, Strategy, Management Consulting, Credit Cards, Consulting, Portfolio Management, Analysis, Payments
Education
The University of Chicago Booth School of Business 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
Katholieke Universiteit Leuven 1991 — 1992
Master of Business Administration (M.B.A.), International Business
University of Iowa - Henry B. Tippie College of Business
Bachelor's Degree, Management Information Systems, General
United States Military Academy at West Point
Marathon Petroleum Company April 2011 - Present
JP Morgan Chase May 2010 - April 2011
Hers Health and Fitness October 2009 - May 2010
Skills
Multi Tasking, Close Attention to..., Communication, Computer-savvy, Goal Oriented, Creative, Problem Solving, Time Management, Organization Skills, Microsoft Office, Customer Service, Customer Satisfaction, Leadership, Team Leadership, Interviews, Critical Thinking, Recruiting, Teamwork, Supervisory Skills, Human Resources, Inventory Management, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Sales
Education
University of Findlay 2006 — 2010
Bachelor of Science, Business Management and Marketing
Selene Finance LP February 2012 - Present
JP Morgan Chase January 2010 - February 2012
Dollar General Corporation 2003 - 2007
Skills
Loss Mitigation, Employee Relations, Mortgage Servicing, Mortgage Banking, Loan Servicing, Default, Bankruptcy, Mortgage Lending
Education
The University of Memphis 1996 — 1999
Juris Doctor, Law
Appalachian State University 1990 — 1994
BSBA, Business Administration and Management, General
Families Count August 2013 - Present
Chipola Regional Workforce Board July 2012 - Present
Bethel University June 2010 - April 2012
Leadership Memphis 2012 - 2012
First State Bank February 2009 - February 2010
JP Morgan-Chase June 2008 - December 2008
SunTrust Bank, Inc May 2007 - May 2008
Synovus Mortgage Corporation May 2006 - May 2007
GMAC Mortgage Corporation April 2003 - May 2006
Wells Fargo Home Mortgage January 2001 - January 2003
Skills
Finance, Call Center, Forecasting, Retail, Mortgage Banking, Credit, Banking, Strategic Planning, Sales, Customer Service, Team Building, Loans, Mortgage Lending, Outlook, Recruiting, Microsoft Word, Public Speaking, Training, Leadership, Management, Project Management, Loan Origination, Budgets, Coaching, Business Development
Education
Bethel University 2012 — 2014
MBA, Business
Union University 2009 — 2010
Bachelor of Science, Organizational Leadership
The University of Memphis 1982 — 1985
Marketing
Pershing LLC (a BNY Mellon company) August 2012 - Present
Pershing LLC, a BNY Mellon Company September 2011 - August 2012
UBS Wealth Management December 2010 - April 2011
JP Morgan Chase September 2010 - December 2010
UBS Wealth Management June 2010 - August 2010
New York Life Insurance Company April 2009 - August 2009
Skills
Financial Analysis, Series 7, Hedge Funds
Education
Iona College 2007 — 2011
BBA, Finance and Economics
The University of Notre Dame Australia 2010 — 2010
Study Abroad
zSpace 3D November 2013 - September 2015
Kickstart Platforms Inc January 2012 - October 2013
Splunk January 2011 - July 2012
ITSTXT October 2006 - January 2011
Merrill Lynch November 2006 - January 2007
JP Morgan Chase April 2001 - August 2006
Axisto.com (Formerly Wild Eye Films) June 1999 - April 2001
Nomura International March 2000 - March 2001
Barclays Capital January 1997 - June 1999
Dresdner Kleinwort (now Commerzbank) September 1995 - January 1997
Skills
Web Applications, Agile Methodologies, Python, SQL, C++, Distributed Systems, JavaScript, VMware, User Interface Design, Application Development, Database Development, Financial Market Data..., Derivatives Trading, Application Engineering..., Application Engineering..., Application Engineering..., Application Engineering..., Application Engineering..., Devops - Unix, Devops - Windows, Application Engineering..., Software Architecture, Application Engineering..., Application Support..., Application Support, Mathematical Programming, Financial Modeling, Software Development, Consulting, Management, SWIG, Linux, Product Management
Education
The University of Manchester 1989 — 1994
BEng (Hons), Software Engineering
Katten Muchin Rosenman LLP March 2014 - Present
JP Morgan Chase January 2012 - March 2014
Gonzalez, Saggio & Harlan LLP September 2009 - December 2011
Steven Jay Brock, Inc June 2009 - November 2009
Superior Court of Los Angeles June 2009 - August 2009
Swiss Reinsurance Corporation June 2006 - August 2008
GE Insurance Solutions Corporation June 2004 - June 2006
GE Reinsurance May 2001 - June 2004
Skills
Speak, read, and write..., Use Microsoft Word,..., Extensive use of online..., Westlaw, Civil Litigation, Legal Discovery, Courts, Legal Compliance, Criminal Law, Intellectual Property, Licensing, Due Diligence, Corporate Law, Legal Documents, Legal Writing, Legal Research, Legal Assistance, LexisNexis, Litigation, Mediation, Trials
Education
University of La Verne College of Law 2008 — 2011
Juris Doctor, Law
Loyola University Chicago, Institute for Paralegal Studies 2005 — 2006
Certificate, Paralegal Studies
The University of Kansas 1996 — 2001
Bachelor of Arts, English
National Residential Mortgage, a service of Heartland Financial USA, Inc. April 2015 - Present
Weststar Mortgage Corporation July 2014 - April 2015
Pacific Funding Mortgage Division December 2013 - July 2014
JP Morgan Chase July 2009 - December 2013
Wells Fargo Home Mortgage June 2008 - June 2009
AmeriFirst Financial, Inc. 2007 - 2008
Kemper Mortgage 2005 - 2007
Skills
Small Business, Mortgage Banking, Mortgage Lending, Real Estate, Insurance, Direct Sales, Private Pilot, FHA financing, Finance, Team Leadership, Strategic Leadership, Motivation, Leadership, Sales, Underwriting, Business Planning, Coaching, Training, Credit, FHA, FHA Financing, Loan Origination, Loans, Refinance, VA Loans, Residential Mortgages
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Finance, General
The University of New Mexico 2001 — 2005
Bachelor of Business Administration (BBA), Finance
DiMeo Schneider & Associates, L.L.C. April 2015 - Present
J.P. Morgan May 2011 - Present
JP Morgan Chase April 2008 - June 2011
Merrill Lynch November 2005 - April 2008
Skills
Investments, Series 7, Portfolio Management, Equities, Wealth Management, Financial Modeling, Financial Analysis, Bloomberg, Mutual Funds, Fixed Income, Asset Allocation, Series 63, Asset Management, Alternative Investments, Trading
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor of Science (B.S.), Finance & Risk Management
Matthews Asia November 2012 - Present
JP Morgan Chase August 2009 - September 2012
Standard Chartered Bank May 2008 - May 2009
DSG Financial Services Ltd May 2002 - May 2008
Education
The University of Salford 2003 — 2007
BSc (Hon) Business Studies with Financial Management
JPMorgan Chase & Co. March 2014 - Present
Cardinal Health June 2010 - March 2014
3rd Planet Enterprises LLC March 2004 - 2014
JPMorgan Chase November 2007 - June 2010
JP Morgan Chase 2003 - June 2010
JP Morgan Chase July 2003 - February 2005
Sprint November 1997 - June 2003
Sprint 1997 - 2003
EDS 1991 - 1998
Education
University of Kansas 1999 — 2004
Master of Business Administration (M.B.A.), International Business
University of Detroit Mercy 1983 — 1987
Bachelor of Science (B.S.), Computer Science
JPMC March 2013 - Present
JPMorgan Chase December 2008 - March 2013
JP Morgan Chase July 2005 - December 2008
Bank One April 2003 - July 2005
Pet Supplies Plus July 2000 - April 2003
Skills
Software Project..., MS Project, Project Planning, Test Director, User Acceptance Testing, Data Analysis, Data Mining, MS Office Suite, Requirements Management, Process Improvement, Business Analysis, Process Engineering, SQL, Documentation, Requirements Gathering, Business Process..., SDLC, Change Management, Analysis, Access, Project Management, Software Documentation
Education
The University of Akron 1996 — 2002
MIS, Information Systems, Business Mangement
Kaatza Music Group and Hit-Trax-Music February 1997 - Present
Vinny's Last Ride March 2010 - Present
JP Morgan Chase April 2005 - August 2013
CB Richard Ellis September 2007 - January 2009
Washington Mutual June 2003 - August 2007
Nor-Cal Builders, Inc. March 2000 - June 2002
ABCA Construction & Millwork March 1990 - May 1998
Town of Lake Cowichan November 1991 - November 1997
Mushroom Records 1979 - 1979
Skills
Construction Management, Due Diligence, Structural Analysis, Audio Engineering, Composition, Arranging, Orchestration, Producing, Lyricist, Songwriter, Director of Construction, Carpentry, Cabinetmaking, Architectural Woodwork, Millwork, Casework, Building Inspections, Estimating, Film Scoring, Score Supervisor, Music Supervision, Website Development, Creative Writing, Writer, Fiction, Project Accounting, Financial Accounting, Business Management, Soundtracks, Logic Pro, MIDI sequencing, Orchestral Mockups, Piano, Guitar, Bass Guitar, Keyboards, Lead Guitar, Vocals, Scoring, Music Production, Orchestral, POP, Rock, Songwriting, Orchestral Music, Management, Soundtrack, Woodworking, Online Mixing, Online Mastering
Education
CSLB 1998 — 1999
Certification, California B, C4, C5 Contractor's License
BCIT 1994 — 1995
2 Journeyman Certifications, Carpentry and Joinery (Cabinetmaker)
The University of British Columbia 1987 — 1988
License, Real Estate Salesman & then Broker
Columbia School of Broadcasting 1978 — 1979
Certification, Recording Engineering
University of Victoria 1972 — 1976
Bachelor of Music, Composition & theory
ZenQMS January 2010 - Present
Aptuit October 2005 - January 2010
Small Healthcare Services/IT Private Equity Firm (FFC) September 2003 - October 2005
Nugenesis 2002 - 2002
TA Associates August 1998 - June 2001
JP Morgan Chase June 1995 - June 1998
Skills
Pharmaceutical Industry, Mergers, Corporate Development, Private Equity, Biotechnology, LeanSixSigma, Quality Auditing
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Management
University of Virginia 1991 — 1995
BS, Commerce (Finance/Management Information Systems)
J.P. Morgan February 2015 - Present
J.P. Morgan February 2012 - Present
JPMorgan Chase March 2010 - February 2012
JP Morgan Chase January 2007 - March 2010
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA, Investment Management, Finance
The Ohio State University Fisher College of Business 2001 — 2006
B.S., Economics, Marketing
MidFirst Bank March 2015 - Present
American Express January 2014 - March 2015
JP Morgan Chase 2010 - 2013
Chase 2008 - 2010
HSBC 2002 - 2008
Skills
Loans, Credit, Small Business Lending, Banking, Mortgage Lending, Commercial Banking, Credit Analysis, Portfolio Management, Consumer Lending, Loan Origination, Lines Of Credit, Treasury Management, Retail Banking, Financial Analysis, Commercial Lending, Customer Retention, Cross Selling
Education
Tri County North High School 1991 — 1995
University of Findlay
JPMorgan Chase June 2013 - Present
JP Morgan Chase January 2011 - May 2013
PwC December 2002 - August 2004
Skills
Risk Management, Operations Management, Statistical Data..., Mortgage Banking, Auditing, Process Improvement, Accounting, Financial Reporting, Account Reconciliation, Management, Internal Audit, Fund Accounting, Financial Analysis, Analysis, Finance, Banking, Cash Management, Corporate Finance, Financial Services, Loans, Portfolio Management
Education
University of Findlay 2004 — 2006
Master of Business Administration (MBA)
Pokhara University 1999 — 2002
Bachelor of Business Administration (BBA), Finance
Capital One January 2014 - Present
Capital One Bank April 2006 - December 2013
Frost Bank 2003 - 2006
JP Morgan Chase 1991 - 2003
Prophecy Corporation 1989 - 1991
Skills
Experienced and..., Fluent in English and..., Credit and Risk..., Commercial Banking, Banking, Loans, Treasury Management, Portfolio Management, Commercial Lending, Credit Analysis, Financial Analysis, Credit Risk, Underwriting, Financial Services, Cash Management, Small Business Lending, Retail Banking, Mergers
Education
The University of Dallas 1990 — 1991
MBA, Corporate Finance
The Pennsylvania State University 1987 — 1989
Bachelor of Science, Industrial Engineering
Colegio San Jose 1978 — 1984
JPMorgan Chase January 2013 - Present
JPMorgan Chase January 2010 - February 2013
JP Morgan Chase July 2006 - December 2009
JP Morgan Chase June 2004 - July 2006
American Express December 2001 - June 2004
Skills
Insurance, Risk Management, Financial Analysis, Strategic Financial...
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2011
MBA
Huntington National Bank June 2013 - Present
CareWorks Technologies December 2011 - June 2013
Nationwide Insurance December 2011 - April 2012
Progressive Medical, Inc. October 2008 - December 2011
Progressive Medical, Inc. October 2008 - 2009
Nationwide Insurance April 2008 - October 2008
Odyssey Consulting April 2008 - October 2008
Information Control Corporation June 2007 - February 2008
Wendys International August 2007 - January 2008
JP Morgan Chase August 2003 - June 2007
Skills
Quality Assurance, Requirements Analysis, Requirements Gathering, Release Management, Testing, User Acceptance Testing, Test Planning, Test Cases, System Testing, SQL, SDLC, Quality Center, Unix, Business Analysis, Process Improvement, Agile, SQL Server, Agile Methodologies, Project Management, Test Automation, Software Quality..., XML, Test Strategy, Visio, Analysis, Web Applications, Systems Analysis, Program Management, SharePoint, Scrum, Software Documentation, Agile Project Management, Requirements Management, Software Project..., TFS, Waterfall, Business Requirements, Regression Testing, Software Development, Agile Testing, Data Warehousing, QTP, Integration, Defect Tracking, Manual Testing, Functional Testing, Oracle, Ruby, Resource Management, Test Management
Education
The Ohio State University Fisher College of Business 1982 — 1989
BSBA, Insurance and Risk, Finance, Systems Development
The Huntington Investment Company November 2009 - Present
MIRACLE RETIRMENT INC. April 2009 - December 2009
JP Morgan Chase April 2005 - April 2009
Bally Total Fitness March 2003 - May 2005
Education
The University of Akron 2000 — 2004
Finance
JPMorgan Chase & Co. September 2002 - Present
JPMorgan Chase & Co. September 2011 - June 2012
JP Morgan Chase February 2010 - September 2011
Consulting July 2009 - February 2010
MetLife Home Loans July 2009 - November 2009
JPMorgan Chase & Co. June 2007 - August 2009
Washington Mutual Bank March 2005 - June 2007
Washington Mutual Bank September 2002 - March 2005
Bank One June 2000 - September 2002
Comdata February 1995 - June 2000
Skills
Business Continuity, Business Continuity..., Process Improvement, Asset Managment, Business Analysis, Risk Management, CRM, Operations Management, SDLC, Vendor Management, Business Process, Integration, Management, PMP, Software Documentation, Leadership, Business Requirements, Team Leadership, IT Management, Asset Management, Analysis, Project Management, Budgets, Quality Assurance
Education
The University of Dallas 2001 — 2004
MBA, Information Technology
University of Nebraska at Omaha 1988 — 1993
BSBA, Management Information Systems
Westside High School 1984 — 1988
JPMorgan Chase August 2014 - Present
JPMorgan Chase March 2012 - August 2014
JP Morgan Chase May 2010 - May 2012
TransUnion September 2009 - May 2010
AstraZeneca Pharmaceuticals May 2007 - September 2007
Skills
Strategy, Financial Analysis, Program Management, Fixed Income, Derivatives, Business Analysis, Corporate Finance, Risk Management, Financial Services, Finance, Valuation
Education
The University of Dundee 2008 — 2009
MSc, International Business and Marketing, Distinction (GPA 4.0)
The University of Dundee 2004 — 2008
BA (Hons), Business Economics, Upper Second Class (GPA 3.6)
Kennett High School 2001 — 2004
High School Diploma
Great Ajax Corp. [NYSE: AJX] July 2014 - Present
Aspen Capital Partners July 2010 - Present
Shackleton Capital Partners June 2008 - Present
JP Morgan Chase July 2006 - May 2008
Citicards June 2003 - June 2006
TrueCredit / TransUnion Interactive February 2001 - December 2002
Citibank 1990 - February 2001
Chemical Bank 1986 - 1990
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Finance & Marketing
The University of Chicago 1980 — 1984
BA, Economics, Marketing
Citi January 2014 - Present
Citi June 2012 - Present
JP Morgan Chase January 1999 - June 2012
PNC Bank 1997 - 1999
GE Capital 1994 - 1998
Procter & Gamble April 1991 - May 1994
Skills
Financial Services, Marketing, Strategy, Business Development, Relationship Management, Credit Cards, Payments, Contract Negotiation, Brand Management, Direct Marketing, Mergers & Acquisitions, Marketing Strategy, Banking, Segmentation, Business Strategy, Manage Client..., Strategic Partnerships, Leadership, Credit, Mobile Payments, Partner Management, P&L Management, Analytics, Executive Management, Customer Acquisition, CRM, Portfolio Management, Product Management, Analysis
Education
The Ohio State University Fisher College of Business
Business, Marketing, Finance
Xavier University
Business/Managerial Economics
JP Morgan Chase 2009 - Present
Skills
Customer Service, Prime Brokerage, Financial Analysis, Project Management, Event Planning, Leadership, Process Improvement, Public Speaking, Strategic Planning, Finance, Marketing Strategy, Microsoft Office, Management, Sales, Team Building
Education
The University of Memphis 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Tri-anim Health Services June 2012 - Present
Cardinal Health April 2010 - June 2012
Cardinal Health February 2009 - April 2010
Cardinal Health August 2008 - February 2009
JP Morgan Chase February 2007 - June 2008
JP Morgan Chase July 2006 - January 2007
Skills
Program Management, Project Planning, Training & Development, New Business Development, Customer Presentations, Customer Relationship..., Analytics, Budget Management, Product Management, New Program Development, Communication, CRM, Change Management, Analysis, Marketing, Sales, Leadership Development, Operations Management, Contract Management
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
MBA
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
BSBA, Operations Management, 3.9, Magna Cum Laude
Northrop Grumman Corporation August 2013 - Present
Northrop Grumman Corporation January 2011 - August 2013
JP Morgan Chase June 2009 - October 2010
Skills
Risk Management, Series 63, Budgets, Analysis, SAP, Financial Analysis, Finance, Variance Analysis, Strategic Financial..., Financial Reporting, Access, Forecasting, Data Analysis, Essbase, Financial Modeling, Microsoft Excel, Microsoft Office, Leadership
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA), Economics, Finance, Operations
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BA, Finance
JP Morgan Chase June 2015 - Present
JP Morgan Chase June 2012 - May 2015
JP Morgan Chase October 2009 - May 2012
The White House August 2008 - August 2009
Department of Energy's Office of Nonproliferation and International Security August 2006 - August 2008
Los Alamos National Laboratory May 2004 - August 2006
Los Alamos National Laboratory February 1994 - May 2004
Skills
Nuclear, Program Management, Analysis, Energy, Leadership, DoD, Management, Policy, Research, Risk Management, Strategic Planning, Strategy, Team Leadership
Education
The University of New Mexico 1999 — 2001
MBA, Business
The University of New Mexico 1994 — 1997
PhD, Nuclear Engineering
Bank of America August 2011 - Present
JP Morgan Chase March 2006 - August 2011
Architectual Design firms August 1992 - December 2005
Skills
Credit Risk, Risk Management, Analytics, Business Strategy, Operational Risk..., Predictive Modeling, Data Analysis, Real Estate Economics, Financial Services, Enterprise Risk..., Derivatives, Management, Banking, Financial Risk, Portfolio Optimization, Strategy
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2005
MBA, Enterprise Risk Management
LSR School of Architecture 1987 — 1992
Bachelor of Architecture (B.Arch.), Architecture
Cordes Consulting March 2015 - Present
Cordes Ventures April 2014 - Present
Market Track March 2014 - February 2015
Wells Fargo Securities August 2012 - February 2014
KeyBanc Capital Markets July 2011 - July 2012
JP Morgan Chase July 2010 - June 2011
JP Morgan Chase June 2009 - August 2009
Skills
Valuation, Financial Modeling, Leveraged Finance, Capital Markets, Investment Banking, Equity Research, Equities, Microsoft Excel, Bloomberg, Corporate Finance, Financial Structuring, Predictive Modeling, Investments, Debt Collection, Financial Analysis, Finance, Due Diligence
Education
The Ohio State University Fisher College of Business 2007 — 2010
BSBA, Finance
Saint Xavier High School 2002 — 2006
High School Diploma, General Studies
Capgemini July 2015 - Present
Bluewolf March 2015 - August 2015
Bluewolf June 2014 - March 2015
7 HILLS TRANSPORT, INC. August 2013 - June 2014
Access America Transport July 2012 - August 2013
JP Morgan Chase May 2011 - August 2011
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
SunTrust Bank 2014 - Present
BMO Harris Bank October 2011 - May 2014
JP Morgan Chase April 2009 - October 2011
Best Buy November 1999 - April 2006
Skills
Loans, Credit, Banking, Mortgage Lending, Small Business Lending, Commercial Lending, Consumer Lending, Credit Analysis, Loan Origination, Commercial Banking, Cash Management, Mortgage Banking, Lines Of Credit, Retail Banking, Refinance, FHA, Deposits, Portfolio Management, Relationship Management, Home Equity Lines of..., SBA, Branch Management, Cross Selling, Financial Analysis, Series 63, Credit Cards, Series 6, Financial Services, Sales, Home Equity Loans, Merchant Services, Customer Service, Branch Banking, Internet Banking, Life, Treasury Management, Commercial Mortgages, Residential Mortgages, Small Business
Education
The University of Akron 2003 — 2004
general
Coventry High school 1998 — 2002
ASC Financial Group September 2014 - Present
Exel August 2012 - July 2014
JP Morgan Chase August 2010 - August 2012
Brady Ware & Schoenfeld, Inc July 2008 - August 2010
United States Property & Fiscal Office May 2005 - June 2008
US Army February 2000 - July 2004
Skills
Tax, Financial Reporting, Auditing, Accounts Payable, Process Improvement, Internal Controls, GAAP, Army, Corporate Tax, Accounting, CPA, Tax Preparation, Income Tax, Budgets, Tax Returns, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, Variance Analysis, Microsoft Excel
Education
Capital University 2011 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
The Ohio State University Fisher College of Business 2005 — 2008
BSBA, Finance and Accounting
JP Morgan Chase December 2011 - Present
JPMorgan Chase & Co. November 2007 - December 2011
La-z-boy Furniture Galleries EBCO February 2005 - November 2007
Skills
Sales, Customer Service, Banking, Credit, Loans, Financial Services, Mortgage Lending, Sales Management, Team Building, Retail Banking, Relationship Management, Recruiting, Leadership, Sales Operations, Sales Process, Strategic Planning
Education
The University of New Mexico 2001 — 2004
Communication(s)
Wells Fargo July 2014 - Present
J.P. Morgan Securities, LLC February 2013 - August 2014
JP Morgan Chase October 2010 - February 2013
Wachovia, A Wells Fargo Company September 2009 - October 2010
Ty J. Young & Associates December 2008 - June 2009
Skills
Series 7, Series 63, Series 6, Series 66
Education
The University of Georgia 2004 — 2008
Bachelor of Science, Family Financial Planning
JP Morgan Chase November 1995 - May 2015
MicroAge/ASC November 1994 - November 1995
Computer Power Group June 1994 - October 1994
Jennings, Strouss & Salmon April 1993 - May 1994
Education
The University of Kansas 1973 — 1977
BA, Biology/Biological Sciences, General
J.P. Morgan August 2015 - Present
MetLife June 2014 - August 2014
J.P. Morgan November 2011 - June 2013
J.P. Morgan Private Bank May 2009 - October 2011
J.P. Morgan April 2008 - May 2009
JPMorgan Chase July 2007 - April 2008
JP Morgan Chase June 2006 - August 2006
Small Business Development Center January 2006 - May 2006
Linden Asset Management September 2005 - December 2005
Skills
Finance, Banking, Analysis, Credit, Credit Risk, Hedge Funds, Business Planning, Market Research, Program Management, Financial Risk, Relationship Management, Portfolio Management, Training, Wealth Management, Marketing, Strategy, Business Management, People Development, Coaching, Mentoring, Client Relations, Organization Skills, Recruiting, Presentations, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.), General Management
University of Scranton 2003 — 2007
B.S. Summa Cum Laude, Majors: Finance, Economics
US Bank May 2012 - Present
Fifth Third Bank April 2005 - May 2012
JP Morgan Chase June 2003 - April 2005
Meeder Financial April 2002 - June 2003
Nationwide Childrens Hospital September 1997 - December 2000
USMC 1990 - 1994
Skills
Cash Management, Banking, Treasury Management, Commercial Banking, ACH, Accounts Payable, Accounts Receivable, Commercial Lending, General Ledger, Internal Controls, Cash
Education
The Ohio State University Fisher College of Business
BSBA, Finance
BMO Harris Bank March 2014 - Present
Discover Financial Services December 2010 - February 2014
ShoreBank November 2009 - August 2010
JP Morgan Chase January 2008 - August 2009
KSB Pumps Ltd December 2003 - May 2005
Siemens March 2002 - December 2003
Skills
Business Analysis, Strategy, Leadership, Business Intelligence, Requirements Analysis, Vendor Management, Budgets, Visio, Project Management, PMP, Risk Management, Management, Analysis, Process Improvement, SDLC, Consulting, Integration
Education
The University of British Columbia 2005 — 2007
MBA, Information Technology Management
University of Mysore 1997 — 2001
B .E., Electrical and Electronics Engineering
Army School 1995 — 1997
Project Management Institute
PMP, Project Management
Digital Federal Credit Union April 2014 - Present
Multi Family Investment Property February 2012 - Present
JPMorgan Chase May 2013 - April 2014
People's United Bank June 2007 - May 2013
JP Morgan Chase June 2006 - August 2006
Skills
Real Estate Economics, Loans, Commercial Mortgages, Underwriting, Real Estate, Portfolio Management, Commercial Lending, Investments, Asset Managment, Mortgage Lending, Loan Origination, Credit, Investment Properties, Appraisals, Valuation, Finance, Commercial Real Estate, Capital Markets, Real Estate Financing, Structured Finance, Commercial Banking, Real Estate Transactions, Financial Modeling, Real Estate Development
Education
The University of Connecticut School of Business 2003 — 2007
BS, Real Estate and Economics
Manchester High School West
JP Morgan Chase January 2013 - Present
JP Morgan Chase June 2012 - August 2012
University of Cincinnati Economics Center for Education and Research October 2010 - January 2011
U.S. Department of the Treasury June 2010 - August 2010
U.S. Department of the Treasury January 2009 - August 2009
Guardian Savings Bank May 2008 - December 2008
Skills
SAS, GeoDa, Eviews, Stata, Microsoft Excel, Microsoft Word, MS Reporting Services, PowerPoint, Bloomberg Terminal, Haver, Policy Analysis, Oracle SQL, Teradata, Microsoft Visual Studio, Visual Studio, Finance, Economics, Data Analysis, Banking, Analysis, Analytics, Research, Statistics, Microsoft Office, Quantitative Analytics, Risk Management, Econometrics, EViews
Education
The University of Chicago Booth School of Business 2015 — 2019
Master of Business Administration (MBA)
University of Cincinnati 2010 — 2012
M.A, Applied Economics
University of Cincinnati - Cello 2010 — 2012
M.M, Cello Performance
University of Cincinnati 2005 — 2010
B.M, Cello Performance
Dell December 2006 - Present
Quest Software February 2006 - December 2008
Quest Software February 2004 - February 2006
JP Morgan Chase 1998 - 2002
Skills
Solution Architecture, Professional Services, Strategy, Leadership, Application Performance..., Software Industry, Enterprise Software, Team Leadership, Cloud Computing, Enterprise Architecture, SaaS, Sales Enablement, Pre-sales, Virtualization, Java, Storage, Solution Selling, VMware, Data Center, Systems Management, Databases, SOA, Unix, Software Project..., Weblogic, User Interface Design, Process Improvement, Individualization, Business Intelligence, IT Management, Management, Integration
Education
University of Dundee 1990 — 1994
Accountancy
Shawlands Academy 1983 — 1989
BMO Capital Markets July 2015 - Present
BMO Capital Markets November 2010 - April 2014
BMO Capital Markets August 2008 - November 2010
BMO Capital Markets February 2007 - August 2008
JP Morgan Chase 2004 - 2007
Skills
Financial Modeling, Loans, Corporate Finance, Private Equity, Derivatives, Financial Analysis, Portfolio Management, Credit Analysis, LBO, Capital Markets, Valuation
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Concentrations in Accounting, Finance, Strategic Management and Entrepreneurship
University of Illinois at Urbana-Champaign - College of Business 2002 — 2004
Bachelor of Science (B.S.), Finance, General
Fidelity Investments November 2013 - Present
Harvard Business School October 2013 - Present
Greenwood Research / Alphamatician June 2005 - Present
JP Morgan Chase January 1999 - November 2000
JPMorgan Chase April 1995 - December 1998
Kidder Peabody August 1993 - December 1994
Ziegler Securities June 1992 - August 1992
Dain Rauscher April 1989 - August 1991
Skills
Loan Syndication, Investment Banking, Credit Analysis, Structured Finance, Start-ups, Analysis, Business Development, Credit, Finance, Financial Structuring, Investments, Management, Strategy, Syndications, Valuation
Education
The University of Chicago Booth School of Business 1991 — 1993
MBA, Finance, Statistics
University of California, Berkeley 1983 — 1987
BS, Business Administration
TELUS November 2011 - Present
JP Morgan Chase August 2007 - March 2010
NCO Group December 2003 - July 2007
Skills
Active Directory, Troubleshooting, Project Management, Technical Support, Customer Service, Access, Computer Hardware, IT Operations, Time Management, Teamwork, Network Administration, Microsoft Exchange, Windows 7, Networking, System Administration, Windows Server, Call Centers
Education
The University of British Columbia 2011 — 2012
NASP
MGM college of Engineering 1992 — 1996
Bachelor of Engineering (B.E.), Electronics and telecommunication
American Greetings Interactive 2009 - Present
TD Ameritrade December 2007 - January 2009
JPMorganChase August 2006 - November 2007
JP Morgan Chase August 2005 - August 2006
Allstate Insurance January 2005 - August 2005
Allstate Insurance April 2002 - February 2004
Cysive, Inc. October 2000 - December 2001
Skills
IT Strategy, Content Management, Management, Business Analysis, Vendor Management, Analytics, Business Intelligence, E-commerce, Enterprise Architecture, Product Management, Program Management, Business Process..., SDLC, Agile Methodologies, Cross-functional Team..., Enterprise Software, Strategy, Leadership, Software Development, Business Strategy, Consulting, Analysis, Competitive Analysis, SaaS, SEO, Content Strategy, Information Architecture, Strategic Partnerships, Executive Management
Education
The University of Chicago Booth School of Business 1992 — 1995
MBA, Business Policy, Finance
The University of Chicago 1984 — 1988
BA, Economics
NetJets 2012 - Present
Quick Solutions 2010 - 2011
Robert Half Technology 2009 - 2010
Cardinal Solutions Group, Inc. 2007 - 2009
Bank One 2003 - 2007
J.P Morgan Chase 2003 - 2007
Skills
Requirements Analysis, Requirements Gathering, Business Analysis, Scrum, Process Improvement, SDLC, Waterfall, Visio, Requirements Management, Project Management, Management, User Acceptance Testing, Microsoft Office, Quality Center, TFS, Vendor Management, SharePoint, Mockups, Enterprise Software, Product backlog..., Product Owner, Scrum Master, Training, Release Planning, User Stories, Technical Documentation, Iterative Methodologies, Behavior Driven...
Education
The Ohio State University - The Max M. Fisher College of Business
Business, Management Information Systems
The Ohio State University: School of Music
Bachelor of Arts, Flute Performance
JP Morgan chase
Skills
SDLC, PMO, Business Analysis, Vendor Management, Risk Management, Program Management, Project Management
Education
The Ohio State University Fisher College of Business 2002 — 2003
New Jersey Department of Labor June 2007 - March 2008
JP Morgan Chase 1998 - 2004
Education
The Ohio State University Fisher College of Business 1968 — 1970
Nationwide Insurance January 2015 - Present
State Auto Insurance December 2008 - January 2015
Princeton Information January 2008 - May 2011
ETCI 2006 - 2007
JP Morgan Chase June 2002 - May 2005
Covansys June 1998 - June 2002
Chase 1998 - 2001
Skills
Quality Center, System Testing, Mainframe, Business Analysis, User Acceptance Testing, SDLC, Test Cases, Management
Education
The Ohio State University Fisher College of Business 1995 — 1998
BSBA, Management Information Systems
Tri-Valley High School 1989 — 1993
New York Presbyterian Hospital July 2008 - Present
JP Morgan Chase January 2005 - 2008
JP Morgan Chase July 1995 - December 2004
JP Morgan Chase May 1986 - July 1995
Metropolitan Opera Association 1983 - 1986
Skills
Contract Negotiation, RFP, Facilities Management, Contract Management, Vendor Management, Vendor Relations, Project Planning, Team Building, Compliance, Process Improvement, Budgeting, Procurement, Purchasing, Negotiation, Quality Management, Healthcare, Project Coordination, Budgets
Education
The Sage Colleges-Sage College of Albany 1979 — 1983
Bachelor of Arts
NYU, School of Continuing and Professional Studies 1998 — 2000
Certificate in Facilities Management
Huntington National Bank July 2012 - Present
Ruscilli Real Estate Services June 2012 - July 2012
Mall Properties, Inc January 2011 - May 2012
JP Morgan Chase July 2009 - January 2011
Equity February 2009 - June 2009
Klingbeil Capital Management October 2004 - February 2009
Glimcher Realty Trust August 2001 - October 2004
Huntington National Bank 1999 - 2001
Skills
Financial Reporting, General Ledger, Cash Flow, Financial Statements, Internal Controls, Accounts Payable, Accounts Receivable, Financial Analysis, Sarbanes-Oxley Act, Fixed Assets, Variance Analysis, Microsoft Office, Bank Reconciliation, Essbase, Forecasting, Accruals, Budgets, Accounting, GAAP, Team-oriented
Education
The Ohio State University - The Max M. Fisher College of Business 1993 — 1999
BSBA, Finance
JP Morgan Chase 2006 - Present
JPMorgan Chase 2003 - 2006
American Century Investments 1999 - 2001
Wyndham Garden Hotel 1997 - 1999
Education
University of Kansas 1992 — 1996
Bachelor of Science, Journalism
JP Morgan Chase Application Developer/AnalystJPMorgan Chase & Co.1998 - Present
Education
The University of North Dakota 1963 — 1967
Consumers Credit Union, Illinois April 2014 - Present
U.S. Bank March 2013 - April 2014
JP Morgan Chase November 2010 - March 2013
JP Morgan Chase October 2009 - October 2010
JP Morgan Chase July 2008 - September 2009
JP Morgan Chase July 2007 - June 2008
JP Morgan Chase August 2005 - June 2007
Skills
Banking, Portfolio Management, Relationship Management, Commercial Lending, Loans, Commercial Banking, Credit, Financial Analysis, Credit Analysis, Selling, Mortgage Lending, CRM, New Business Development, Sales, Vendor Management, Small Business, Cash Management, Finance
Education
The University of Kansas 1991 — 1996
GBS
GBS
JPMorgan Chase November 2002 - Present
JP Morgan Chase 2002 - 2008
Education
The Ohio State University Fisher College of Business 1997 — 2002
JP Morgan Chase January 2011 - Present
KPMG Advisory January 2007 - January 2011
Potbelly Sandwich Works April 2006 - December 2006
Wendys International February 2003 - March 2006
Skills
Strategic Sourcing, Supply Chain Management, Purchasing, Procurement, Program Management, Strategy, Logistics, Inventory Management, Supply Chain, Vendor Management, Process Improvement, Sourcing, Transportation, Spend Analysis, Management, Project Management, Negotiation
Education
The Ohio State University Fisher College of Business 1999 — 2004
BSBA, International Business and Transportation and Logistics with Honors
Lending Club August 2015 - Present
JP Morgan Chase December 2001 - August 2015
N2W Media January 2000 - December 2000
Procter & Gamble August 1996 - January 2000
NBD Bank August 1991 - August 1994
Skills
Payments, Strategic Planning, MIS, Financial Analysis, Financial Modeling, Investment Banking, Financial Systems, Capital Markets, Start-ups, Strategic Financial..., System Administration, Consumer Packaged Goods..., P&L Financial Management
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance
Wabash College 1987 — 1991
BA, Economics
JP Morgan Chase July 2010 - Present
ABN Amro July 2005 - July 2010
American Express 2000 - 2005
Skills
Credit Cards, Banking, Payments, SEPA, Credit Risk, Retail Banking, Operational Risk..., Operational Risk, Financial Risk, Internet Banking, Wholesale Banking, Change Management, FX Options, Process Improvement, Business Analysis, Trade Finance, Cash Management, SWIFT payments, Team Leadership, Strategy, Service Delivery, SWIFT Payments, Risk Management, Relationship Management, Operations Management, Leadership Development, Leadership, Governance, Financial Transactions, Financial Services, Financial Markets, Financial Institutions, Finance, Customer Experience, Credit Analysis, Core Banking, Commercial Banking, AML
Education
The University of Glasgow 1982 — 1986
Master of Arts (MA), Economic History
JPMorgan Chase & Co. June 2013 - Present
JPMorgan Chase & Co. June 2012 - June 2013
JPMorgan Chase & Co. January 2011 - June 2012
JPMorgan September 2008 - January 2011
JP Morgan Chase 2007 - 2008
KeyBank 2004 - 2007
KeyBank 2002 - 2004
Key Bank NA 2000 - 2002
Skills
CRM, Analytics, Banking, Risk Management, Portfolio Management, Credit Risk, Financial Risk, Analysis, Financial Modeling, Product Marketing, SAS, Business Analysis, Project Management, People Management
Education
The University of Akron 1998 — 2000
Master of Business Administration (M.B.A.)
The University of Akron 1996 — 1998
Master’s Degree, Sociology
FIS April 2013 - Present
Tim Hamen Consulting LLC. January 2006 - Present
Treasury Technologies LLC. August 2011 - February 2013
JP Morgan Chase January 2011 - August 2011
Symcor April 2010 - January 2011
Symcor February 2008 - April 2010
JPMorgan Chase April 2003 - December 2007
Rurban Financial Corporation 2000 - 2003
Skills
SDLC, Software Project..., Vendor Management, Program Management, Project Management, Product Management, Integration, Banking, Cross-functional Team..., Financial Services, Strategic Planning, Payments, PMO, Strategy, Outsourcing, PMP, Project Delivery
Education
The University of Findlay 1994 — 1999
Bachelor of Science, Marketing, Business Eduction
JP Morgan Chase December 2010 - Present
PNC March 2010 - January 2011
Charter One Bank 1997 - April 2010
Charter One a division of RBS Citizens N.A. 1997 - 2007
Cooperative Mortgage/Sirva Relocation November 1993 - September 1997
Cooperative Mortgage Services 1994 - 1997
Skills
Banking, Loans, Process Improvement, Management, Leadership, Six Sigma, Organizational..., Risk Management, Strategic Planning, Customer Service, Sales, Mortgage Lending, Marketing Strategy, Retail Banking
Education
The Univeristy of Akron 1991 — 1993
Business Management
JP Morgan Chase August 2008 - Present
WaMu August 2005 - August 2008
Morgan Stanley Credit Corporation 1998 - 2005
Morgan Stanley 1998 - 2005
Dovenmuehle 1995 - 1998
BancIllinois Mortgage December 1992 - July 1997
Skills
Mortgage, Loans, Risk, Loss Mitigation, Avaya, CMS Centervue, Forecasting Models, Staffing Analysis, Call Center Development, Call Routing, Microsoft Office, Financial Risk, Management, Banking, Refinance, Forecasting, Loan Origination, Mortgage Lending, Portfolio Management, Residential Mortgages, Credit Analysis, Call Centers, Risk Management, Mortgage Banking, Credit, @Risk, Underwriting, Team Building, Sales
Education
The School of the Art Institute of Chicago 1984 — 1987
Providence Health & Services March 2013 - Present
Providence Health & Services September 2011 - March 2013
DaVita 2009 - September 2011
JP Morgan Chase September 2008 - 2009
WaMu 2005 - September 2008
WaMu 2002 - 2005
GE Financial Assurance 2000 - 2002
GE Financial Assurance 1998 - 2000
GE Financial Assurance 1996 - 1998
Skills
Financial Modeling, Financial Analysis, Performance Measurement, Risk Management, Portfolio Management, Forecasting, Analysis, Finance, Financial Reporting, Process Improvement, Access, Strategic Financial..., Corporate Finance, Strategy
Education
The University of Montana - School of Business Administration 1988 — 1993
BS, Accounting
JPMorgan Chase August 2011 - Present
JP Morgan Chase January 2005 - August 2011
Bank One January 1998 - January 2005
Chemical Mortgage Company January 1992 - January 1998
Education
The Ohio State University Fisher College of Business
HSBC Retail Banking and Wealth Management 2015 - Present
Glasgow Mortgage Advisors, Inc. January 2013 - Present
Newbold Advisors April 2014 - April 2015
OneWest Bank 2012 - July 2013
OneWest Federal Savings Bank December 2009 - December 2011
Glasgow Management Inc. October 2008 - December 2008
JP Morgan Chase June 2008 - September 2008
EMC Mortgage Corporation January 2006 - June 2008
Bear Stearns (EMC Mortgage) September 2005 - December 2005
Avelo Mortgage April 2005 - September 2005
Skills
Mortgage Lending, Mortgage Servicing, Loan Servicing, Loans, Loss Mitigation, Loan Origination, Credit, Banking, Underwriting, Risk Management, FHA, Portfolio Management, Residential Mortgages, Credit Risk, Financial Services, Credit Analysis, Refinance, Default, Executive Management, Consumer Lending, Management, Commercial Lending, Mergers & Acquisitions, Leadership, Commercial Mortgages, Mortgage Underwriting, VA loans, USDA, Reverse Mortgages, Construction Loans, Real Estate Financing, Real Estate Economics, FHA financing, Mortgage Marketing, Financial Structuring, Financial Risk, Finance, Asset Management, Securitization, Relationship Management, Operational Risk...
Education
The University of Dallas 1985 — 1987
MBA, Finance
University of Pennsylvania - The Wharton School 1976 — 1980
Bachelor of Business Administration (B.B.A.), Marketing
Hartford Investment Management September 2008 - Present
JP Morgan Chase 1990 - 2002
Education
Yale University 1986 — 1990
B.A. in Political Science and Spanish
Dartmouth College - The Tuck School of Business at Dartmouth
Executive Education program, Inaugural Back in Business Program
Juniper Investment Fund May 2011 - Present
Alpine Woods 2010 - May 2011
First New York Securities 2001 - 2009
Kern Capital Management 1997 - 2001
Delaware Management 1995 - 1997
Fred Alger Management 1991 - 1995
JP Morgan Chase 1987 - 1989
Skills
ABS, Alternative Investments, Equity Research, Hedge Funds, Capital IQ, Project Finance, Equities, Manager Selection, Portfolio Management, Sell Side, Investments, Financial Modeling, Valuation, Mutual Funds, Securities, Private Equity, Proprietary Trading, Derivatives, Capital Markets, Investment Management, Buy-side, Equity Valuation, Series 7, Series 63, Fixed Income, Trading, Bloomberg, Special Situations, Investor Relations, Equity Trading, Investment Strategies, Options, Fund Of Funds, Equity Derivatives
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA, Finance, Accounting
University of Pennsylvania - The Wharton School 1983 — 1987
B.S., Finance
Cooper Tire & Rubber Company May 2014 - Present
University of Findlay May 2011 - April 2015
The Hercules Tire & Rubber Company May 2012 - May 2014
JP Morgan Chase April 2010 - May 2012
Tiffin University September 2003 - May 2011
Owens Community College January 1999 - August 2010
Millstream Area Credit Union June 2005 - April 2010
First Ohio Credit Union October 1997 - June 2005
Skills
Loans, Credit, Sales, Business Development, Management, Risk Management, Marketing, Finance, Entrepreneurship, Financial Risk, Underwriting, Customer Service, Sales Management, Strategic Planning, CRM, Training, Leadership
Education
The University of Findlay 2000 — 2002
Master of Business Administration (M.B.A.), Marketing, 4.0 GPA
University of Findlay 1994 — 2000
Bachelor of Science (BS), Economics, 3.5 GPA
JP Morgan Chase April 2003 - Present
ABN AMRO Bank N.V. 1998 - 2000
KPMG Peat Marwick 1996 - 1998
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance
Western Michigan University
BBA, Accounting
Capital One March 2015 - Present
Citi May 2011 - February 2015
JP Morgan Chase February 2008 - April 2011
JP Morgan Chase May 2006 - February 2008
Skills
Underwriting, Banking, Portfolio Management, Microsoft Excel, Retail Banking, Corporate Finance, Finance, Risk Management, Commercial Lending, Internal Controls, Credit, Credit Risk, Credit Analysis, Financial Analysis, Financial Risk, Mortgage Lending
Education
The University of Dallas 2012 — 2014
Master of Business Administration (M.B.A.)
University of Iowa 2001 — 2004
Chania High 1992 — 1995
Nationwide Insurance June 2011 - Present
TEKsystems January 2009 - June 2011
The Ohio State University January 2008 - December 2009
JP Morgan Chase May 1996 - January 2008
Skills
SQL, Business Process, Vendor Management, Management, Requirements Analysis, Project Management, Software Development, Process Improvement, Program Management, SharePoint, Access, Data Analysis, IT Service Management, IT Strategy, Business Analysis, Integration, ITIL, PMO, SDLC, System Administration, Systems Analysis, Agile Project Management, Software Project..., IT Management, Business Process..., Visio, Microsoft SQL Server, PeopleSoft, Software Documentation, Information Technology, Data Center, Security, Disaster Recovery, Project Portfolio..., Team Leadership, Requirements Gathering, Change Management, Data Warehousing, Unix, MS Project, Business Intelligence, Project Delivery, Leadership, Enterprise Architecture, PMP, Project Planning, Analysis, Linux, Oracle, Databases
Education
The Ohio State University Fisher College of Business 1991 — 1996
HSBC June 1998 - Present
Chicago Partners October 1997 - June 1998
State of UIllinois March 1992 - June 1995
JP Morgan Chase 1981 - 1992
First Chicago 1981 - 1992
JPMorgan Chase August 1981 - November 1991
jpMorgan Chase 1981 - 1991
Skills
Capital Markets, Banking, Derivatives, Financial Analysis, Financial Modeling, Fixed Income, Interest Rate..., Investments, Portfolio Management, Risk Management, Finance, Financial Risk
Education
The University of Chicago Booth School of Business 1991 — 1994
University of Illinois at Urbana-Champaign 1977 — 1981
B.S. Accounting, Accounting/Finance
JPMC August 2010 - Present
JP Morgan Chase June 2006 - August 2010
Education
The University of Dallas 2006 — 2008
MBA, IT Securities
UBS Wealth Management April 2014 - Present
AllianceBernstein March 2007 - April 2014
Entrust Management LLC 2002 - 2007
Scudder Investments 1999 - 2002
State Street Research 1996 - 1999
JP Morgan Chase 1989 - 1996
SunTrust Bank 1984 - 1989
Education
The University of Chicago - Booth School of Business 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor of Science and Economics (BSE), Finance
JPMorgan Chase 2009 - Present
JP Morgan Chase 2005 - 2008
Prudential Financial Co. 1999 - 2005
Nomura Securities Co. 1997 - 1999
Pricewaterhouse 1996 - 1997
Education
The University of Chicago Booth School of Business 1999 — 2002
Master of Business Administration, Finance & Management
University of Wisconsin-Madison - School of Business 1991 — 1995
Bachelor of Business Administration, Real Estate & Urban Land Economics and Marketing
JP Morgan Chase February 2011 - Present
WD Partners July 1997 - February 2011
WD Partners July 1997 - February 2011
Education
The University of Akron
JP Morgan Chase Chicago, IL November 2006 - Present
JP Morgan Chase October 2000 - November 2006
Midwest Consulting Group - JC Penney Plano, TX 1999 - September 2000
Midwest Consulting Group - Sprint Irving, TX 1998 - 1999
TPS Consulting Services - Sea Land Dallas, TX 1997 - 1998
Fidelity Investments 1993 - 1997
Education
The University of Dallas
MBA, Management Information Systems
Tulane University
BS, Computer Information Systems
Western Carolina University
Masters Degree, Project Management
BlueCross BlueShield of Tennessee/Onlife Health July 2009 - Present
JP Morgan Chase May 2007 - October 2009
Community Living Opportunities October 2003 - April 2007
Skills
SQL Server, SSIS, SQL Profiler, Mirroring, Log Shipping, Replication, Microsoft SQL Server, SQL, Database Design, Process Improvement, Program Management, T-SQL, SSRS, Scrum
Education
University of Kansas 2003 — 2007
Bachelor of Arts, Applied Behavioral Science
PNC February 2010 - Present
Lindoo Installations January 2009 - July 2011
JP Morgan Chase May 2007 - January 2009
Mortgage Guaranty Insurance Corporation June 1998 - May 2007
wachovia 2001 - 2007
First Midwest Mortgage Corporation May 1995 - June 1998
Skills
Mortgage Lending, Credit, B2B, Mortgage Banking, Underwriting, Banking
Education
The University of North Dakota 1977 — 1981
BSBA, Business Administration
JPMorgan Chase 2007 - Present
JP Morgan Chase August 2006 - Present
Prosperity Bank July 2006 - August 2007
Wells Fargo Bank July 2003 - August 2005
Education
The University of New Mexico 1990 — 1992
Bank of America Merrill Lynch August 2013 - Present
JP Morgan Chase 2008 - Present
JPMChase 2002 - Present
JP Morgan 1998 - Present
JPMorgan Chase 1997 - Present
JP Morgan Chase 2002 - 2007
JP Morgan Chase 2000 - 2001
JP Morgan Chase 1998 - 1999
Ernst & Young 1989 - 1997
Education
The University of Glasgow 1985 — 1989
B.Sc, Physics
Huntington National Bank October 2014 - Present
Huntington National Bank August 2012 - Present
JPMorgan Chase January 2005 - August 2012
JP Morgan Chase 2004 - 2005
Bank One 1997 - 2004
Skills
ATM networks, Analytics, Banking, Business Analysis, Financial Modeling, Lease Negotiations, Strategy, ATM Networks, Financial Services, Leadership, Finance
Education
The Ohio State University - The Max M. Fisher College of Business 1995 — 1997
MBA, Finance
JP Morgan Chase September 2010 - Present
AmTrust Bank April 2009 - August 2009
JPMorgan Chase 2007 - 2008
GB Home Equity 2005 - 2007
Ohio Mortgage Funding - Accelerated Mortgage 2002 - 2005
Education
The University of Akron 1985 — 1990
BSBA, Finance
Brookfield Investment Management June 2011 - Present
CaptainU May 2010 - September 2010
Equibase Capital Group March 2010 - June 2010
Walton Street Capital August 2007 - June 2009
Walton Street Capital June 2006 - July 2007
JP Morgan Chase June 2005 - August 2005
Skills
Valuation, Acquisitions, Investment Banking, Entrepreneurship, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Analytic Finance, Econometrics, Statistics
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance, Statistics, Real Estate
Erica Sartain Executive and Professional Coach 2014 - Present
Conversa Language Services 2003 - 2012
JP Morgan Chase 1988 - 2001
Skills
Organizational..., Leadership Development, Executive Coaching, Workshop Facilitation, Team Building, Training, Leadership, Culture Change, Organizational..., Career Development, Change Management, Coaching, Management Consulting, Entrepreneurship, Strategic Planning, Talent Management, Public Speaking, Executive Management, Start-ups, Career Counseling, Staff Development, Human Resources, Program Management, Strategy, Nonprofits, Organizational Design, Performance Management, Employee Training, Consulting, Conflict Resolution
Education
The University of Texas at Dallas 2012 — 2013
Executive and Professional Coaching Certification
Washington University in St. Louis - Olin Business School 1980 — 1982
MBA, Finance/Accounting
The University of Memphis 1975 — 1977
MA, Spanish
Rhodes College 1969 — 1973
BA, Spanish
La Senza March 2015 - Present
La Senza March 2013 - March 2015
Highlights for Children August 2011 - August 2012
JP Morgan Chase September 2009 - August 2011
Brighter Minds Media June 2008 - September 2008
ZPETS January 2008 - June 2008
Drexel Theater Group June 2007 - January 2008
Skills
Marketing, Data Analysis, Direct Marketing, Access, Leadership, Analysis, Social Media Marketing, Market Research, Marketing Communications, Social Media, Advertising, Email Marketing, Marketing Strategy, Microsoft Excel, SQL, Google Analytics, CRM, Customer Research, Customer Surveys, Presentations, SAS, SurveyMonkey, Direct Mail Campaigns, Campaign Plans
Education
The Ohio State University Fisher College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The Ohio State University Fisher College of Business 2005 — 2009
BSBA, Marketing
Hudson High School 2001 — 2005
JP Morgan Chase July 1998 - Present
Wells Fargo August 1994 - July 1998
Skills
Employee Relations, Recruiting, Personnel Management, Human Resources
Education
The School of the Art Institute of Chicago
Architecture
JPMorgan Chase 2012 - Present
Ally Financial 2011 - 2012
Aurora Bank FSB 2010 - 2011
Medley Capital 2009 - 2010
JP Morgan Chase 2004 - 2009
Bank One - First Chicago 1997 - 2004
Colorado State University 1994 - 1996
C.D. Meekins & Associates, Inc. 1989 - 1992
Skills
Fixed Income, Capital Markets, Financial Modeling, Valuation, Bloomberg, Derivatives, Equities, Portfolio Management, Due Diligence, Investments, Hedge Funds, Asset Managment, Risk Management, Financial Analysis, Market Risk, Corporate Finance, Trading
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Analytic Finance and Econometrics
Virginia Polytechnic Institute and State University 1984 — 1988
BSCE, Civil Engineering
JP Morgan Chase July 2009 - Present
The Ohio State University Medical Center July 2008 - June 2009
The Ohio Hospital Association June 2007 - September 2007
Skills
Financial Analysis, Finance, Essbase, Microsoft Excel, Accounting, Access, Economics, Statistical Modeling, Banking, Analysis, Financial Reporting, Data Analysis, Forecasting, Financial Accounting, Corporate Finance, Budgets, Business Analysis, Financial Modeling
Education
The Ohio State University Fisher College of Business 2004 — 2009
Finance & Risk Management
Elwood Staffing Services, Inc. October 2006 - October 2011
Hewlett-Packard September 1997 - September 2004
JP Morgan Chase June 1985 - June 1995
Education
The University of Chicago Booth School of Business 1995 — 1997
M.B.A., Strategy
Trinity College-Hartford 1981 — 1985
B.A., East Asian Studies
JPMorgan Chase September 2012 - Present
JPMorgan Chase November 2006 - September 2012
JP Morgan Chase May 2001 - November 2006
JP Morgan Chase May 1996 - May 2001
Skills
Loans, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Banking, Branch Banking, Mortgage Lending, Portfolio Management, Small Business Lending, Consumer Lending, Loan Origination, Lines Of Credit, Mortgage Banking, Treasury Management
Education
The University of Akron 1988 — 1992
BS Management, Management, Finance, HR
JP Morgan Chase January 2015 - Present
FirstMerit Bank March 2014 - January 2015
FirstMerit Bank June 2006 - February 2014
FirstMerit Bank June 2002 - June 2006
Skills
Small Business Lending, Lines Of Credit, Commercial Lending, Loan Origination, Deposits, Loans, Credit, Cross Selling
Education
The University of Akron
JP Morgan Chase August 2009 - Present
FirstMerit Bank July 2007 - July 2009
National City Bank September 1997 - July 2007
National City Bank September 1984 - September 1997
Education
The University of Akron 1969 — 1972
BSBA, Finance/Accounting
Roosevelt & Cross, Inc. November 2014 - Present
Rice Financial Products Company June 2007 - November 2014
Citigroup January 2000 - April 2007
Gates Capital Corporation January 1996 - January 2000
Fairmount Capital Advisors, Inc. April 1992 - January 1996
Advest, Inc. April 1989 - April 1992
Chemical Securities June 1986 - January 1989
Prudential-Bache Securities June 1984 - June 1986
JP Morgan Chase September 1980 - June 1984
Skills
Investments, Capital Markets, Financial Modeling, Finance, Investment Banking, Fixed Income, Bonds, Due Diligence, Valuation, Financial Analysis, Public Finance, Portfolio Management, Municipalities, Equities, Series 7, Real Estate, Securities, Corporate Finance, Structured Finance, Series 63, Real Estate Economics, Derivatives, Mergers & Acquisitions, Financial Structuring, Asset Management, Management
Education
The Tuck School of Business at Dartmouth 1978 — 1980
M.B.A., Finance
Yale University 1972 — 1976
B.A., Administrative Sciences, Mathematics & Statistics
Capital One October 2012 - Present
Capital One January 2004 - November 2012
JP Morgan Chase April 1999 - January 2004
Fifth Third Bank May 1989 - April 1999
Skills
Marketing Strategy, Marketing Communications, Marketing, Product Development, Market Planning, Sales Management, Direct Marketing, Program Management, Change Management, Segmentation, Customer Acquisition, Database Marketing, Marketing Management, Analytics, Email Marketing, Financial Services, Multi-channel Marketing, Competitive Analysis, Relationship Management, Digital Marketing
Education
The University of Chicago - Booth School of Business 1996 — 1999
MBA, Marketing
University of Pennsylvania 1985 — 1989
Marketing, Business
Dynamit July 2013 - Present
JP Morgan Chase May 2010 - July 2013
Deloitte August 2007 - June 2010
Skills
Accounting, Financial Reporting, Microsoft Office, Financial Analysis, CPA, Financial Accounting, US GAAP, Tax, GAAP, Tax Accounting, Financial Statements
Education
The Ohio State University Fisher College of Business 2003 — 2007
Masters of Accounting, Accounting
Cubic Transportation November 2012 - Present
FortisBC January 2011 - November 2012
JP Morgan Chase November 2004 - December 2010
Skills
Recruiting, Leadership, Call Centers, Change Management, Customer Service, Performance Management, Training, Employee Engagement, Call Center, Process Improvement, Coaching, Vendor Management, Banking, Team Leadership, Project Management, Business Process..., Team Building, Employee Relations, Customer Satisfaction, Customer Experience, Operations Management, Contact Centers, Employee Training, Hiring, Outsourcing, Workforce Management, Business Analysis
Education
The University of British Columbia
Bachelor of Arts (B.A.)
EyeMed Vision Care March 2013 - Present
EyeMed Vision Care August 2009 - March 2013
EyeMed Vision Care January 2005 - August 2009
Cole Managed Vision 1999 - 2005
JP Morgan Chase May 1994 - November 1999
Skills
Process Improvement, Call Center, Customer Relations, SDLC, Application Development, Requirements Analysis, PMP, Program Management, Software Development, Project Management, Vendor Management, Business Analysis, Visio, Cross-functional Team..., Customer Service, Business Process, Call Centers, Business Intelligence, PMO, Integration, IT Strategy, Software Documentation, Disaster Recovery, IT Management, Software Project..., Requirements Gathering, Data Warehousing, ERP, ITIL, Project Portfolio...
Education
The University of Akron 1987 — 2001
BA, Political Science
BNP Paribas May 2014 - June 2015
BNP Paribas November 2013 - May 2014
Goldman Sachs June 2013 - October 2013
BNP Paribas April 2012 - November 2012
HSBC June 2011 - September 2011
JP Morgan Chase 2010 - 2011
Credit Suisse 2008 - 2009
Lehman Brothers 2002 - 2008
Mittal Steel 1999 - 2000
Skills
Change Management, Banking, Derivatives, Investment Banking, Asset Management, Business Analysis, Risk Management, Equities, FX, Risk, Vendor Management, Program Management, MS Project, Stakeholder Management, Process Engineering, Business Strategy, Visio, Project Planning, Requirements Analysis, Management Consulting, Business Planning, Risk Mitigation, Requirements Gathering, Excel, Analysis, Integration, Problem Solving, Outsourcing, SDLC, Global Custody, Prime Brokerage, Cross-Asset Securities, Project Management, Microsoft Office, Microsoft Word, Asset Managment, Credit Risk, Equity Derivatives, Finance, Microsoft Excel, FX Options, Financial Risk
Education
The University of Manchester 1998 — 2000
MSc, International Business
University of the Witwatersrand 1998 — 1999
MBA, Partnership in International Management (PIM) Programme
The University of Manchester 1995 — 1998
BSc Honours, Management Sciences
GE Capital April 2013 - Present
JP Morgan Chase November 2004 - April 2013
Skills
Vendor Management, Risk Management, Call Center, Program Management, Visio, Project Management, Software Documentation, Management, Leadership, Analysis, Team Building, Change Management, Outsourcing, Operations Management, Call Centers, Credit, Customer Satisfaction, Financial Services, Relationship Management, Business Analysis, Customer Service, Training, Quality Assurance, Forecasting, Performance Management, Fraud, Data Analysis, Banking, CRM, Process Improvement, Executive Management, Cross-functional Team..., Analytics, Team Leadership, Access, Strategy, Coaching, Strategic Planning, Budgets, Business Process...
Education
The University of Georgia 1982 — 1986
BA
Milliken & Company June 2014 - Present
Plante Moran January 2010 - June 2014
JP Morgan Chase July 2009 - December 2009
Wendy's/Arby's Group, Inc. March 2008 - December 2008
The Ohio State University Medical Center September 2005 - March 2008
Skills
Accounting, Auditing, Financial Reporting, Risk Management, Tax
Education
The Ohio State University Fisher College of Business 2005 — 2009
Bachelor of Science, Business Administration, Accounting, Economics
ZocDoc 2011 - Present
?What If! 2010 - 2011
Next Jump 2007 - 2008
Citigroup 2006 - 2007
IBM Global Business Services 2002 - 2006
JP Morgan Chase 2001 - 2001
DormSale.com, Inc. 1999 - 2001
Deloitte Consulting 1998 - 2000
Federal Reserve Bank of New York 1994 - 1996
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Finance, Managerial Finance, Competitive Analysis, Accounting, Strategic Planning, Due Diligence, Business Analysis, Leadership, Start-ups, Corporate Finance, Mergers, Strategic Financial..., Analysis, Mergers & Acquisitions, Restructuring, Strategy, Cross-functional Team..., Business Strategy, Sarbanes-Oxley Act, Corporate Development, Forecasting, Change Management, Business Planning, Negotiation, Management Consulting, Acquisition Integration, Business Development, Process Improvement, Project Management, Data Analysis, Budgets, Management, Private Equity, Valuation, Financial Planning
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Accounting, Strategy
University of Pennsylvania - The Wharton School 1990 — 1994
BS, Finance and Business Law
Hunter College High School
Eversource Energy August 2015 - Present
Accenture February 2011 - July 2015
JP Morgan Chase January 2015 - June 2015
Bank of America April 2012 - December 2014
JP Morgan Chase February 2011 - February 2012
PNC March 2010 - February 2011
Syntel March 2010 - February 2011
Deloitte & Touche January 2010 - February 2010
Skills
SDLC, Requirements Gathering, Software Project..., Requirements Analysis, Enterprise Architecture, Business Process Design, SOA, PMO, EAI, Business Analysis, Informatica, Data Warehousing, Solution Architecture, PMP, Project Delivery, IT Strategy, Application Architecture, Test Management, ETL, Waterfall
Education
The University of Hull 1995 — 1997
MBA, General Management
Greenwich College, London, UK 1995 — 1996
Postgraduate Diploma in Management Studies, Business Administration
EXEN CAPITAL November 2014 - Present
Lexham Mews 2008 - 2014
Tremont Capital Management 2006 - 2007
Safra Asset Management/Alpha Investment Management 2002 - 2005
Eagle Capital Advisors 1999 - 2002
jp morgan chase 1986 - 1999
Skills
Hedge Funds, Alternative Investments, Equities, Financial Markets, Fixed Income, Portfolio Management, Equity Derivatives, Valuation, Asset Management, Investments, Derivatives, Private Equity, Capital Markets, Asset Managment, Asset Allocation, Fund Of Funds, Investment Banking
Education
The University of Chicago - Booth School of Business
MBA, Finance
University of Chicago
AB, Economics
Comcast March 2012 - Present
Wilmington Trust September 2006 - February 2012
JP Morgan Chase 1999 - 2006
Education
University of Delaware 2010 — 2013
Master of Business Administration (MBA), Information Technology
The University of Memphis 1995 — 1998
BS, Computer Science
JP Morgan Chase 1988 - Present
Skills
Loans, Banking, Relationship Management, Small Business Lending, Credit, Commercial Banking, Credit Analysis, Mortgage Lending, Retail Banking, Applicant Tracking..., Commercial Lending, Onboarding, Talent Management
Education
The University of Akron
JP Morgan Chase January 2011 - Present
JP Morgan Chase June 2008 - January 2011
Federal Reserve Bank of Cleveland May 2010 - August 2010
Education
The University of Akron 2006 — 2010
Accounting
Edward Jones August 2013 - Present
BBVA Compass October 2010 - August 2013
JP Morgan Chase July 2004 - September 2008
JP Morgan Chase July 2004 - November 2005
Skills
Variable Annuities, Financial Services, Fixed Annuities, Financial Analysis, Time Value of Money, Probabilistic Models, Branch Management, Credit Analysis, Cross Selling
Education
The University of North Dakota 2000 — 2004
Bachelor of Arts, Political Science
University of Phoenix 2009 — 2012
Masters, Business Administration
JPMorgan Chase June 2013 - Present
JPMorgan Chase August 2012 - June 2013
JPMorgan Chase July 2011 - August 2012
Abercrombie & Fitch March 2010 - July 2011
JP Morgan Chase June 2010 - August 2010
Skills
SAP GL, Essbase, Microsoft Excel, Microsoft Word, Access, PowerPoint, QuickBooks, Financial Analysis, Financial Statements, Auditing, Corporate Budgeting, Corporate Finance, Process Analysis, Financial Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2006 — 2011
Bachelor, Finance and Marketing
Nelnet Business Solutions January 2013 - Present
First National Bank of Omaha December 2011 - December 2012
Wells Fargo Financial January 2011 - November 2011
Werner Enterprises December 2009 - February 2011
Union Pacific Railroad March 2006 - November 2009
JP Morgan Chase May 2005 - February 2006
MoneyGram International July 2004 - April 2005
National Developer June 1999 - July 2000
Skills
Java Enterprise Edition, JMS, Spring, SOA, Hibernate, JDBC, Java, Struts, Web Services, Tomcat, JUnit, Architecture, Weblogic, JSP, Maven, WebLogic, Agile Methodologies, SDLC
Education
The University of Memphis 2001 — 2004
Master, Computer Science
JP Morgan Chase October 2011 - Present
Education
The Ohio State University - The Max M. Fisher College of Business
JP Morgan Chase May 2005 - December 2007
Citytrust Bank April 1984 - August 1991
Skills
Consumer Lending, Commercial Lending, Loan Origination, Loans, Small Business Lending, Strategic Planning, Refinance, Commercial Banking, Loan training and sales..., Credit Analysis, Mortgage Banking, Customer Service
Education
University of New Haven 1976 — 1980
Master of Business Administration (M.B.A.), Finance, Graduated with honors (3.4 gpr)
The University of Connecticut School of Business 1968 — 1971
Bachelor of Science (B.S.), Finance: Insurance and Real Estate, Graduated Magna Cum Laude - 1971
The University of Connecticut School of Business 1968 — 1971
bachelor of science, insurance and real estate
JP Morgan Chase 2007 - 2012
Corporex Companies 2006 - 2007
Forethought Financial Services, Inc. 2002 - 2005
Skills
Financial Analysis, Finance, Financial Services, Financial Reporting, Mutual Funds, Business Analysis, Accounting, Process Improvement, Strategic Planning, Management, Internal Controls, Asset Management, Cash Management, Risk Management, Microsoft Excel, Budgets, Banking, Fund Accounting, Access, Strategic Financial..., Financial Modeling
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor's degree, Accounting
BMO Harris Bank June 2013 - Present
JP Morgan Chase June 2003 - June 2013
Valstone Partners May 2002 - August 2002
Skills
Financial Modeling, Strategic Planning, Credit, Corporate Finance, Investments, Due Diligence, Real Estate Economics, Valuation, Financial Analysis, Credit Analysis, Real Estate, Budgets, Finance, Portfolio Management, Capital Markets, Asset Management, Fixed Income, Loans, Private Equity, Banking, Commercial Lending, Commercial Banking, Equities, Hedge Funds
Education
The University of Chicago - Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Finance, Real Estate, Analytic Finance
University of Michigan - Stephen M. Ross School of Business 1999 — 2003
Bachelor of Business Administration (B.B.A.) with High Distinction, Finance
JP morgan Chase April 2012 - Present
Body Central Corp. October 2011 - Present
Canal pointe August 2010 - October 2011
Skills
customer satisfaction, sales, cash handling experience
Education
The University of Akron 2008 — 2013
JP Morgan Chase 2010 - Present
Skills
Loans, Credit, Banking, Commercial Banking, Portfolio Management, Relationship Management, Credit Analysis, Commercial Lending, Mortgage Lending, Small Business Lending, Financial Analysis, Investments, Retail Banking, Underwriting, Fixed Income
Education
The University of North Dakota 2000 — 2003
Bachelor of Business Administration (B.B.A.), Business and Aviation Management
Huntington National Bank April 2012 - Present
JP Morgan Chase November 2004 - April 2012
Bank One NA March 2003 - November 2004
Bank One NA December 2001 - March 2003
Bank One NA April 1999 - December 2001
Bank One NA February 1998 - April 1999
Skills
Operations Management, Forecasting, Budget Forecasts, Collections, Banking, Small Business, Operational Risk..., Enterprise Risk..., Financial Reporting, Offshore Operations
Education
The University of Akron 1983 — 1986