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
Employee
Years
Job
Industry
Jessica Bromwell Jessica Bromwell's JP Morgan Chase Experience August 2010 - November 2010
Job MBA Candidate I Salesforce Program Manager at HewlettPackard
Industry Oil & Energy
Experience
Hewlett-Packard April 2015 - Present
Cameron June 2014 - April 2015
Willbros Group, Inc. February 2014 - June 2014
Technip January 2013 - February 2014
Technip December 2010 - January 2013
JP Morgan Chase August 2010 - November 2010
Northwestern Mutual Life January 2010 - August 2010
Merrill Lynch August 2008 - November 2009
Diamond Cutters International February 2006 - August 2009
Skills
Salesforce.com, Sales Process, Quote Preparation, Salesforce.com System..., Salesforce Training, Trade Show Exhibitor, Professional..., Website Updating, Company Newsletters, Sales Order Processing, Life Insurance, Coordinating Events, Sales, Marketing, Procurement, Project Management, Selling, Training, Finance, Time Management, Customer Service, CRM, Sales Operations, Microsoft Excel, Management, Salesforce.com..., Leadership, Microsoft Office
Education
Benedictine University 2014 — 2015
Master of Business Administration (M.B.A.), MBA
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor's Degree, B.B.A. Finance, Minor in Marketing
Lamar High School
High School, International Baccalaureate (IB) School
Hewlett-Packard April 2015 - Present
Cameron June 2014 - April 2015
Willbros Group, Inc. February 2014 - June 2014
Technip January 2013 - February 2014
Technip December 2010 - January 2013
JP Morgan Chase August 2010 - November 2010
Northwestern Mutual Life January 2010 - August 2010
Merrill Lynch August 2008 - November 2009
Diamond Cutters International February 2006 - August 2009
Skills
Salesforce.com, Sales Process, Quote Preparation, Salesforce.com System..., Salesforce Training, Trade Show Exhibitor, Professional..., Website Updating, Company Newsletters, Sales Order Processing, Life Insurance, Coordinating Events, Sales, Marketing, Procurement, Project Management, Selling, Training, Finance, Time Management, Customer Service, CRM, Sales Operations, Microsoft Excel, Management, Salesforce.com..., Leadership, Microsoft Office
Education
Benedictine University 2014 — 2015
Master of Business Administration (M.B.A.), MBA
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor's Degree, B.B.A. Finance, Minor in Marketing
Lamar High School
High School, International Baccalaureate (IB) School
Sandra Ripert Sandra Ripert's JP Morgan Chase Experience 1995 - 2000
Job Licensed Real Estate Salesperson at Prudential Douglas Elliman
Industry Real Estate
Experience
Douglas Elliman 2000 - Present
JP Morgan Chase 1995 - 2000
Bear Stearns 1987 - 1991
Skills
Condos, Real Estate, Rentals, Investment Properties, Trading, Luxury, Townhomes, First Time Home Buyers, Investments, Investors, Marketing, Real Estate Transactions, Relocation, Sellers
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
BBA, Business and Finance
Stony Brook University 1985 — 1986
BBA, Computer Science
Douglas Elliman 2000 - Present
JP Morgan Chase 1995 - 2000
Bear Stearns 1987 - 1991
Skills
Condos, Real Estate, Rentals, Investment Properties, Trading, Luxury, Townhomes, First Time Home Buyers, Investments, Investors, Marketing, Real Estate Transactions, Relocation, Sellers
Education
Baruch College, City University of New York (CUNY) 1992 — 1994
BBA, Business and Finance
Stony Brook University 1985 — 1986
BBA, Computer Science
Jeannette (Holly) Allen Jeannette (Holly) Allen's JP Morgan Chase Experience August 2006 - November 2007
Job FullTime Sports Administration Student at Louisiana State University
Industry Telecommunications
Experience
Geaux Team 2014 - 2014
LSU August 2012 - December 2012
Verizon Wireless December 2010 - July 2011
AT&T August 2008 - September 2009
JP Morgan Chase August 2006 - November 2007
Brenda Winston, CPA November 2005 - December 2006
Birch Telecom July 2001 - June 2004
Skills
Direct Sales, Customer Retention, Telecommunications, Cold Calling, Sales, Wireless, Customer Service, Account Management, Sales Process, Sales Management, Solution Selling, Retail, Marketing, Marketing Strategy, Social Media Marketing, Digital Marketing..., Product Marketing, Tax Preparation, Tax Returns, Sports, Sports Coaching, Sports Photography, Sports Marketing, Sportswear, Banking, Commercial Banking, Branch Banking, Investment Banking, Works well with a team, Inventory Management, Highly motivated..., resolves customer issues, Social Media, Event Management, Leadership, Event Planning
Education
Louisiana State University 2011 — 2015
Sports Administration, Leadership
Baton Rouge Community College 2005 — 2011
Associate of General Studies, Liberal Arts, GPA 3.56
Evans
Geaux Team 2014 - 2014
LSU August 2012 - December 2012
Verizon Wireless December 2010 - July 2011
AT&T August 2008 - September 2009
JP Morgan Chase August 2006 - November 2007
Brenda Winston, CPA November 2005 - December 2006
Birch Telecom July 2001 - June 2004
Skills
Direct Sales, Customer Retention, Telecommunications, Cold Calling, Sales, Wireless, Customer Service, Account Management, Sales Process, Sales Management, Solution Selling, Retail, Marketing, Marketing Strategy, Social Media Marketing, Digital Marketing..., Product Marketing, Tax Preparation, Tax Returns, Sports, Sports Coaching, Sports Photography, Sports Marketing, Sportswear, Banking, Commercial Banking, Branch Banking, Investment Banking, Works well with a team, Inventory Management, Highly motivated..., resolves customer issues, Social Media, Event Management, Leadership, Event Planning
Education
Louisiana State University 2011 — 2015
Sports Administration, Leadership
Baton Rouge Community College 2005 — 2011
Associate of General Studies, Liberal Arts, GPA 3.56
Evans
Sandee Simmons Sandee Simmons's JP Morgan Chase Experience December 2009 - May 2011
Job VP, Sr. Operations Project Consultant at Bank of America
Industry Banking
Experience
Bank of America May 2011 - Present
JP Morgan Chase December 2009 - May 2011
JPMorgan Chase (formerly Washington Mutual) June 1998 - June 2009
MILA, Inc. September 2004 - July 2005
Skills
Loans, Mortgage Lending, Process Improvement, Credit Risk, Auditing, Underwriting, Training, Project Management, Loan Origination, Mortgage Banking, Banking, Risk Management, Financial Risk
Education
Mortgage Banker's Association 2004 — 2004
Certification, Compliance
Bellevue College 1997 — 1998
Certification, Real Estate
Bank of America May 2011 - Present
JP Morgan Chase December 2009 - May 2011
JPMorgan Chase (formerly Washington Mutual) June 1998 - June 2009
MILA, Inc. September 2004 - July 2005
Skills
Loans, Mortgage Lending, Process Improvement, Credit Risk, Auditing, Underwriting, Training, Project Management, Loan Origination, Mortgage Banking, Banking, Risk Management, Financial Risk
Education
Mortgage Banker's Association 2004 — 2004
Certification, Compliance
Bellevue College 1997 — 1998
Certification, Real Estate
Dana Leorda Dana Leorda's JP Morgan Chase Experience October 2009 - October 2011
Job Data Quality PMO, VP
Industry Banking
Experience
Citi June 2013 - Present
Citi February 2012 - June 2013
JPMorgan Chase October 2011 - February 2012
JP Morgan Chase October 2009 - October 2011
JP Morgan Chase October 2005 - November 2009
Fox Business School 2000 - 2001
Skills
Banking, Financial Analysis, Business Analysis, Credit Risk, Risk Management, Finance, Project Management, Data Analysis, Cross-functional Team..., Analysis, Financial Services, Program Management, PMO, Leadership, Management
Education
Temple University 2000 — 2002
International MBA, International Business
Beijing Language and Culture University 1999 — 2000
Advanced Mandarin Certificate, Mandarin Language
Citi June 2013 - Present
Citi February 2012 - June 2013
JPMorgan Chase October 2011 - February 2012
JP Morgan Chase October 2009 - October 2011
JP Morgan Chase October 2005 - November 2009
Fox Business School 2000 - 2001
Skills
Banking, Financial Analysis, Business Analysis, Credit Risk, Risk Management, Finance, Project Management, Data Analysis, Cross-functional Team..., Analysis, Financial Services, Program Management, PMO, Leadership, Management
Education
Temple University 2000 — 2002
International MBA, International Business
Beijing Language and Culture University 1999 — 2000
Advanced Mandarin Certificate, Mandarin Language
MELINDA GUERRERO MELINDA GUERRERO's JP Morgan Chase Experience December 2010 - October 2013
Job Senior Client Service Representative at Citi
Industry Financial Services
Experience
Citi October 2013 - Present
JP Morgan Chase December 2010 - October 2013
TD November 2009 - November 2010
Brentwood High School September 2001 - August 2006
Skills
Customer Service, Goal Oriented, Self-driven, Banking, Manage Client..., Cross Selling, Finance, Reliability, Organizational..., Time Management, Fast Learner, Work Well Independently, Team Leadership, Sales, Building Relationships, Microsoft Office, Communication, Phone Etiquette, Financial Services, Supply Ordering, Call Center..., Incentive Programs
Education
State University of New York College at Old Westbury 2007 — 2009
Bachelor of Science (B.S.), Finance, General
Baruch College 2005 — 2007
Accounting and Finance
Citi October 2013 - Present
JP Morgan Chase December 2010 - October 2013
TD November 2009 - November 2010
Brentwood High School September 2001 - August 2006
Skills
Customer Service, Goal Oriented, Self-driven, Banking, Manage Client..., Cross Selling, Finance, Reliability, Organizational..., Time Management, Fast Learner, Work Well Independently, Team Leadership, Sales, Building Relationships, Microsoft Office, Communication, Phone Etiquette, Financial Services, Supply Ordering, Call Center..., Incentive Programs
Education
State University of New York College at Old Westbury 2007 — 2009
Bachelor of Science (B.S.), Finance, General
Baruch College 2005 — 2007
Accounting and Finance
Will Gajate Will Gajate's JP Morgan Chase Experience August 2001 - January 2006
Job Research, Risk Management at Axioma Inc.
Industry Financial Services
Experience
Axioma Inc. February 2011 - Present
RiskMetrics Group (now part of MSCI) February 2006 - January 2011
JP Morgan Chase August 2001 - January 2006
Lehman Brothers July 1998 - June 2001
Skills
Fixed Income, Risk Management, Financial Risk, Quantitative Finance, VBA, MBS, Finance, ABS, Bonds, Analytics, Securitization, Analysis, Management, Software Development, Leadership, C#, Derivatives, Hedge Funds
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MS, Computational Finance
Baruch College, City University of New York (CUNY) 1993 — 1998
BBA, Economics
Axioma Inc. February 2011 - Present
RiskMetrics Group (now part of MSCI) February 2006 - January 2011
JP Morgan Chase August 2001 - January 2006
Lehman Brothers July 1998 - June 2001
Skills
Fixed Income, Risk Management, Financial Risk, Quantitative Finance, VBA, MBS, Finance, ABS, Bonds, Analytics, Securitization, Analysis, Management, Software Development, Leadership, C#, Derivatives, Hedge Funds
Education
Carnegie Mellon University - Tepper School of Business 2003 — 2005
MS, Computational Finance
Baruch College, City University of New York (CUNY) 1993 — 1998
BBA, Economics
Dretcher Bradley Dretcher Bradley's JP Morgan Chase Experience April 2005 - Present
Job Client Service Account Manager at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan Chase April 2005 - Present
JPMorgan Chase April 2005 - Present
Skills
Customer Satisfaction, Strategic Planning, Accounting, Onboarding, Auditing, Banking, Credit, Sales, Mortgage Lending, Loans, Salesforce.com
Education
Benedict College
Bachelor of Business Administration (B.B.A.)
Hofstra University
Certificate completon, Project Management
JP Morgan Chase April 2005 - Present
JPMorgan Chase April 2005 - Present
Skills
Customer Satisfaction, Strategic Planning, Accounting, Onboarding, Auditing, Banking, Credit, Sales, Mortgage Lending, Loans, Salesforce.com
Education
Benedict College
Bachelor of Business Administration (B.B.A.)
Hofstra University
Certificate completon, Project Management
NICK LIONAS, MBA NICK LIONAS, MBA's JP Morgan Chase Experience April 2003 - August 2005
Job Private Client Advisor at Marsh & McLennan Companies, Inc.
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. October 2011 - Present
Allstate February 2007 - October 2011
WACHOVIA BANK September 2005 - May 2006
JP Morgan Chase April 2003 - August 2005
Skills
Insurance, Risk Management, Real Estate, Portfolio Management, Underwriting, Investments, New Business Development, Property & Casualty..., Sales, Liability, Business Development, Analysis
Education
St. John's University, New York NY
MBA, Risk Management
Baruch College, City University of New York (CUNY) 1997 — 2000
BBA, FINANCE
The Institutes
CPCU Candidate, Insurance & Risk Management
Marsh & McLennan Companies, Inc. October 2011 - Present
Allstate February 2007 - October 2011
WACHOVIA BANK September 2005 - May 2006
JP Morgan Chase April 2003 - August 2005
Skills
Insurance, Risk Management, Real Estate, Portfolio Management, Underwriting, Investments, New Business Development, Property & Casualty..., Sales, Liability, Business Development, Analysis
Education
St. John's University, New York NY
MBA, Risk Management
Baruch College, City University of New York (CUNY) 1997 — 2000
BBA, FINANCE
The Institutes
CPCU Candidate, Insurance & Risk Management
Lamont Johnson's JP Morgan Chase Experience July 2006 - August 2008
Job CEO/President/Founder The Art Department, LLC
Industry Public Relations and Communications
Experience
The Art Department Public Relations July 2014 - Present
Blink Public Relations & Digital Marketing Agency February 2012 - July 2014
Mediashop Public Relations February 2010 - June 2012
Media Maison January 2009 - January 2010
Southard Communications September 2007 - December 2008
JP Morgan Chase July 2006 - August 2008
Skills
Press Releases, Blogging, Media Relations, Social Networking
Education
Baruch College 2008 — 2012
Masters in Business Administration (MBA), Marketing & International Business
Florida State University 2002 — 2005
Bachelors, Finance & Communications
The Art Department Public Relations July 2014 - Present
Blink Public Relations & Digital Marketing Agency February 2012 - July 2014
Mediashop Public Relations February 2010 - June 2012
Media Maison January 2009 - January 2010
Southard Communications September 2007 - December 2008
JP Morgan Chase July 2006 - August 2008
Skills
Press Releases, Blogging, Media Relations, Social Networking
Education
Baruch College 2008 — 2012
Masters in Business Administration (MBA), Marketing & International Business
Florida State University 2002 — 2005
Bachelors, Finance & Communications
Sadrea Johnson Sadrea Johnson's JP Morgan Chase Experience August 2010 - February 2014
Job Accounting Technician at LA Office of Children and Family Services
Industry Financial Services
Experience
Department of Children and Family Services for the State of Louisiana January 2015 - Present
LA Office of Children and Family Services February 2014 - January 2015
JP Morgan Chase August 2010 - February 2014
Skills
Banking, Cash Management, Financial Analysis, Commercial Banking, Commercial Lending, Analysis, Retail Banking, Credit Risk, Internal Audit, Auditing, Accounting, Financial Risk, Financial Statements, Strategic Financial..., Deposits, Risk Management, Cost Accounting, Financial Modeling, Financial Services, Finance, Leadership, Cash Flow, Portfolio Management
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2009 — 2013
Bachelor's degree, Accounting
Baton Rouge Community College 2004 — 2007
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Department of Children and Family Services for the State of Louisiana January 2015 - Present
LA Office of Children and Family Services February 2014 - January 2015
JP Morgan Chase August 2010 - February 2014
Skills
Banking, Cash Management, Financial Analysis, Commercial Banking, Commercial Lending, Analysis, Retail Banking, Credit Risk, Internal Audit, Auditing, Accounting, Financial Risk, Financial Statements, Strategic Financial..., Deposits, Risk Management, Cost Accounting, Financial Modeling, Financial Services, Finance, Leadership, Cash Flow, Portfolio Management
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2009 — 2013
Bachelor's degree, Accounting
Baton Rouge Community College 2004 — 2007
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Nancy Conrad's JP Morgan Chase Experience 1990 - 1995
Job
Industry
Experience
MetLife June 1995 - March 2003
JP Morgan Chase 1990 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Data Entry
Education
Benedictine University 1992 — 1994
BS, Business and Economics
Northern Illinois University 1990 — 1992
MetLife June 1995 - March 2003
JP Morgan Chase 1990 - 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Data Entry
Education
Benedictine University 1992 — 1994
BS, Business and Economics
Northern Illinois University 1990 — 1992
Michael Treyger Michael Treyger's JP Morgan Chase Experience September 2008 - June 2011
Job Department Head at the Office of the Governor of Texas
Industry International Trade and Development
Experience
Office of the Governor, State of Texas July 2011 - Present
Office of the Governor, State of Texas July 2011 - August 2015
Office of the Governor, State of Texas July 2011 - March 2014
JP Morgan Chase September 2008 - June 2011
JetBlue Airways August 2001 - June 2011
Lufthansa/GlobeGround GmbH April 1998 - August 2001
Skills
Global Business..., International Business, Economic Development, International Trade, International Relations, Operations Management, Aviation Operations, Organizational..., Staffing Analysis, Developing Client..., Developing Budgets, Managing Processes, Operational Planning, Customer Relations, Russian, Customer Acquisition, Global Affairs, Transatlantic Relations, International Policy, International Business..., Global Expansion, Executive Mentoring, Operational Assessment, Intercultural Relations, Innovative Thinking, Business Relationship..., Government Relations, Analysis, International Project..., Professional Networking, International Networks, Business Networking, Performance Improvement, Aviation, Marketing Strategy, Forecasting, Banking, Program Management, Mergers, Marketing, Leadership, Market Research, Sales, Business Strategy, Policy, Team Leadership, Negotiation, CRM, Customer Service, Project Management
Education
Baylor University - Hankamer School of Business
Master of Business Administration (MBA) Candidate
Florida Atlantic University 1998 — 2002
BA, International Business and Trade
Florida Atlantic University 1998 — 2002
BS, Marketing
Office of the Governor, State of Texas July 2011 - Present
Office of the Governor, State of Texas July 2011 - August 2015
Office of the Governor, State of Texas July 2011 - March 2014
JP Morgan Chase September 2008 - June 2011
JetBlue Airways August 2001 - June 2011
Lufthansa/GlobeGround GmbH April 1998 - August 2001
Skills
Global Business..., International Business, Economic Development, International Trade, International Relations, Operations Management, Aviation Operations, Organizational..., Staffing Analysis, Developing Client..., Developing Budgets, Managing Processes, Operational Planning, Customer Relations, Russian, Customer Acquisition, Global Affairs, Transatlantic Relations, International Policy, International Business..., Global Expansion, Executive Mentoring, Operational Assessment, Intercultural Relations, Innovative Thinking, Business Relationship..., Government Relations, Analysis, International Project..., Professional Networking, International Networks, Business Networking, Performance Improvement, Aviation, Marketing Strategy, Forecasting, Banking, Program Management, Mergers, Marketing, Leadership, Market Research, Sales, Business Strategy, Policy, Team Leadership, Negotiation, CRM, Customer Service, Project Management
Education
Baylor University - Hankamer School of Business
Master of Business Administration (MBA) Candidate
Florida Atlantic University 1998 — 2002
BA, International Business and Trade
Florida Atlantic University 1998 — 2002
BS, Marketing
NATASHA TIKYANI NATASHA TIKYANI's JP Morgan Chase Experience February 2011 - May 2011
Job Assistant Finance & Business Analyst
Industry Financial Services
Experience
ICAP January 2012 - Present
STARR Career Development Center August 2010 - January 2012
JP Morgan Chase February 2011 - May 2011
UBS Wealth Management September 2010 - December 2010
The Office of Student Life August 2010 - December 2010
RN Wealth & Retirement Strategies (John Hancock Life Insurance Company) July 2010 - August 2010
The Office of Orientation and New Student Programs May 2010 - August 2010
Skills
Financial Reporting, Financial Analysis, Excel, Outlook, Access, PowerPoint, Murex, DTCC, Salesforce.com, Bloomberg Terminal, Public Speaking, Working With Students, Resume Writing, Cover Letters
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration, Major: Finance, Minor: Economics
Secaucus High School 2004 — 2008
Diploma
ICAP January 2012 - Present
STARR Career Development Center August 2010 - January 2012
JP Morgan Chase February 2011 - May 2011
UBS Wealth Management September 2010 - December 2010
The Office of Student Life August 2010 - December 2010
RN Wealth & Retirement Strategies (John Hancock Life Insurance Company) July 2010 - August 2010
The Office of Orientation and New Student Programs May 2010 - August 2010
Skills
Financial Reporting, Financial Analysis, Excel, Outlook, Access, PowerPoint, Murex, DTCC, Salesforce.com, Bloomberg Terminal, Public Speaking, Working With Students, Resume Writing, Cover Letters
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor of Business Administration, Major: Finance, Minor: Economics
Secaucus High School 2004 — 2008
Diploma
Stephanie Serrano Stephanie Serrano's JP Morgan Chase Experience January 2011 - September 2013
Job Na
Industry Financial Services
Experience
JP Morgan Chase January 2011 - September 2013
ULTIMATE TECH, LLC December 2007 - December 2010
TD Bank August 2007 - November 2007
CAPITAL ONE BANK (USA) June 2005 - August 2007
Skills
Banking, Credit, Credit Analysis, Investments, Financial Analysis, Loans, Bloomberg, Mutual Funds, Retail Banking, Financial Modeling, Customer Service, Cross Selling, Finance, Bloomberg Terminal, Mortgage Lending, Accounting, Financial Services, Securities
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
Business Administration, Finance and Investments
Zicklin School of Business 2007 — 2010
Bachelor, Business Administration; Finance and Investments
JP Morgan Chase January 2011 - September 2013
ULTIMATE TECH, LLC December 2007 - December 2010
TD Bank August 2007 - November 2007
CAPITAL ONE BANK (USA) June 2005 - August 2007
Skills
Banking, Credit, Credit Analysis, Investments, Financial Analysis, Loans, Bloomberg, Mutual Funds, Retail Banking, Financial Modeling, Customer Service, Cross Selling, Finance, Bloomberg Terminal, Mortgage Lending, Accounting, Financial Services, Securities
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
Business Administration, Finance and Investments
Zicklin School of Business 2007 — 2010
Bachelor, Business Administration; Finance and Investments
Lenny Norkin Lenny Norkin's JP Morgan Chase Experience October 2005 - August 2007
Job MBS Broker at Tradition
Industry Financial Services
Experience
Tradition April 2015 - Present
Cross Point Capital November 2013 - April 2015
Tradition October 2010 - November 2013
Mizuho Capital Markets Corp. August 2007 - October 2010
JP Morgan Chase October 2005 - August 2007
Skills
MBS, Fixed Income, Series 7, CMO, Securities, Bonds, ABS, Asset Management, Bloomberg, CMBS, Capital Markets, Derivatives, Equities, Hedge Funds, Investments, Market Risk, Trading
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Finance & Investments
Brooklyn Technical High School 2001 — 2005
Architecture
Tradition April 2015 - Present
Cross Point Capital November 2013 - April 2015
Tradition October 2010 - November 2013
Mizuho Capital Markets Corp. August 2007 - October 2010
JP Morgan Chase October 2005 - August 2007
Skills
MBS, Fixed Income, Series 7, CMO, Securities, Bonds, ABS, Asset Management, Bloomberg, CMBS, Capital Markets, Derivatives, Equities, Hedge Funds, Investments, Market Risk, Trading
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Finance & Investments
Brooklyn Technical High School 2001 — 2005
Architecture
Karen Moran's JP Morgan Chase Experience September 2008 - February 2013
Job Experienced Communications Professional and Project Manager
Industry Writing and Editing
Experience
Wingspan Portfolio Advisors October 2014 - June 2015
Wingspan Portfolio Advisors July 2013 - October 2014
JPMorgan Chase October 2012 - July 2013
JP Morgan Chase September 2008 - February 2013
JP Morgan Chase June 2004 - September 2010
Self Employed October 2001 - April 2004
Fidelity Investments September 1998 - October 2001
Liberty Mutual Insurance 1990 - 1993
Skills
Technical Writing, Software Documentation, Visio, Corporate Communications, SharePoint, Editing, Change Management, Leadership, Internal Communications, Newsletters, Strategic Communications, Proofreading, Social Media, PowerPoint, Call Centers, Content Management, Microsoft Office, Publications, Banking, Writing, Visual Communication, Mortgage Servicing, Marketing, SnagIt, Information Mapping, Process Improvement, Creative Writing, Research, Requirements Analysis, Mortgage Banking, Business Process..., Critical Thinking, Policy Analysis, FDCPA, TCPA, Collections, AP Style, Content Strategy
Education
Bellevue University 2011 — 2012
Emerson college, Executive coaching
Emerson College 1995 — 2001
Bachelors, Media Studies, Journalism
Wingspan Portfolio Advisors October 2014 - June 2015
Wingspan Portfolio Advisors July 2013 - October 2014
JPMorgan Chase October 2012 - July 2013
JP Morgan Chase September 2008 - February 2013
JP Morgan Chase June 2004 - September 2010
Self Employed October 2001 - April 2004
Fidelity Investments September 1998 - October 2001
Liberty Mutual Insurance 1990 - 1993
Skills
Technical Writing, Software Documentation, Visio, Corporate Communications, SharePoint, Editing, Change Management, Leadership, Internal Communications, Newsletters, Strategic Communications, Proofreading, Social Media, PowerPoint, Call Centers, Content Management, Microsoft Office, Publications, Banking, Writing, Visual Communication, Mortgage Servicing, Marketing, SnagIt, Information Mapping, Process Improvement, Creative Writing, Research, Requirements Analysis, Mortgage Banking, Business Process..., Critical Thinking, Policy Analysis, FDCPA, TCPA, Collections, AP Style, Content Strategy
Education
Bellevue University 2011 — 2012
Emerson college, Executive coaching
Emerson College 1995 — 2001
Bachelors, Media Studies, Journalism
Susan Litzler Horn Susan Litzler Horn's JP Morgan Chase Experience November 2010 - Present
Job Senior Appraisal Analyst at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase November 2010 - Present
Cushman & Wakefield 2003 - 2009
The Richardson Chamber of Commerce 1999 - 2001
Mohr Partners 1996 - 1999
CoStar Group 1992 - 1996
Skills
Valuation, Economic Development, Location Intelligence, Real Estate Economics, Financial Analysis, Commercial Real Estate
Education
University of North Texas 1990 — 1992
Master of Public Administration (M.P.A.)
Baylor University 1986 — 1990
Bachelor of Arts (B.A.)
JP Morgan Chase November 2010 - Present
Cushman & Wakefield 2003 - 2009
The Richardson Chamber of Commerce 1999 - 2001
Mohr Partners 1996 - 1999
CoStar Group 1992 - 1996
Skills
Valuation, Economic Development, Location Intelligence, Real Estate Economics, Financial Analysis, Commercial Real Estate
Education
University of North Texas 1990 — 1992
Master of Public Administration (M.P.A.)
Baylor University 1986 — 1990
Bachelor of Arts (B.A.)
Kim Shackelford Kim Shackelford's JP Morgan Chase Experience May 2007 - Present
Job Executive Director, Compliance Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase May 2007 - Present
JP November 2004 - April 2007
JPMorgan Chase December 1998 - November 2004
Skills
Policy, Process Engineering, AML Compliance, Risk Management, Strategy Development, Program Management, Management
Education
University of North Texas 1988 — 2000
Master of Business Administration (M.B.A.), Finance, General
Baylor University 1977 — 1981
Bachelor of Business Administration (BBA), Economics and Finance
JP Morgan Chase May 2007 - Present
JP November 2004 - April 2007
JPMorgan Chase December 1998 - November 2004
Skills
Policy, Process Engineering, AML Compliance, Risk Management, Strategy Development, Program Management, Management
Education
University of North Texas 1988 — 2000
Master of Business Administration (M.B.A.), Finance, General
Baylor University 1977 — 1981
Bachelor of Business Administration (BBA), Economics and Finance
Jena Layne's JP Morgan Chase Experience June 2011 - Present
Job Treasury Management Sales Officer at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2011 - Present
Regions Financial Corporation January 2001 - May 2011
SouthTrust Bank 1999 - 2001
AmSouth Bank 1997 - 1999
Skills
Banking, Cash Management, Treasury Services, Treasury Management, Accounting, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Portfolio Management, Financial Analysis
Education
Samford University 1993 — 1997
Bachelor of Arts, Human Development and Family Studies
Belmont University
Mini MBA Program
JP Morgan Chase June 2011 - Present
Regions Financial Corporation January 2001 - May 2011
SouthTrust Bank 1999 - 2001
AmSouth Bank 1997 - 1999
Skills
Banking, Cash Management, Treasury Services, Treasury Management, Accounting, Commercial Banking, Small Business Lending, Loans, Credit Analysis, Portfolio Management, Financial Analysis
Education
Samford University 1993 — 1997
Bachelor of Arts, Human Development and Family Studies
Belmont University
Mini MBA Program
Will Shellenberger Will Shellenberger's JP Morgan Chase Experience July 2012 - July 2015
Job Credit Analyst at PlainsCapital Bank
Industry Financial Services
Experience
PlainsCapital Bank August 2015 - Present
JP Morgan Chase July 2012 - July 2015
J.P. Morgan June 2011 - August 2011
Y.M.C.A. of the Rockies May 2010 - August 2010
Skills
Financial Analysis, Investments, Valuation, Credit Analysis, Series 63, Banking, Asset Managment, Strategic Financial..., Portfolio Management, Microsoft Excel, Series 7, Credit, Finance
Education
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Highland Park High School 2004 — 2008
PlainsCapital Bank August 2015 - Present
JP Morgan Chase July 2012 - July 2015
J.P. Morgan June 2011 - August 2011
Y.M.C.A. of the Rockies May 2010 - August 2010
Skills
Financial Analysis, Investments, Valuation, Credit Analysis, Series 63, Banking, Asset Managment, Strategic Financial..., Portfolio Management, Microsoft Excel, Series 7, Credit, Finance
Education
Baylor University - Hankamer School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Highland Park High School 2004 — 2008
Chris Turean, CFP®'s JP Morgan Chase Experience March 2006 - June 2008
Job Financial Advisor at Valeo Financial Advisors, LLC
Industry Financial Services
Experience
Valeo Financial Advisors LLC July 2012 - Present
Hufford Financial Advisors June 2008 - July 2012
JP Morgan Chase March 2006 - June 2008
Skills
Finance, Retirement Planning, Investment Advisory, Strategic Financial..., Wealth Management, Loans, Retirement, Investments, Estate Planning, Financial Advisory, Investment Strategies, Portfolio Management, 401k, Asset Allocation, Asset Management, Financial Analysis, Insurance, Investment Management, Mortgage Lending
Education
Baylor University - Hankamer School of Business 1999 — 2003
Finance and Economics
Valeo Financial Advisors LLC July 2012 - Present
Hufford Financial Advisors June 2008 - July 2012
JP Morgan Chase March 2006 - June 2008
Skills
Finance, Retirement Planning, Investment Advisory, Strategic Financial..., Wealth Management, Loans, Retirement, Investments, Estate Planning, Financial Advisory, Investment Strategies, Portfolio Management, 401k, Asset Allocation, Asset Management, Financial Analysis, Insurance, Investment Management, Mortgage Lending
Education
Baylor University - Hankamer School of Business 1999 — 2003
Finance and Economics
Lilian Mauro Lilian Mauro's JP Morgan Chase Experience April 1999 - April 2004
Job Assistant Regional Director at America's Small Business Development Center at The College of New Jersey
Industry Professional Training & Coaching
Experience
America's Small Business Development Center at The College of New Jersey January 2015 - Present
JP Morgan Chase April 1999 - April 2004
Education
Baruch College 2000 — 2002
Human Resources
Universidad Inca Garcilaso de la Vega
Bachiller, Psychology
America's Small Business Development Center at The College of New Jersey January 2015 - Present
JP Morgan Chase April 1999 - April 2004
Education
Baruch College 2000 — 2002
Human Resources
Universidad Inca Garcilaso de la Vega
Bachiller, Psychology
Ebony (Harris) Lawton Ebony (Harris) Lawton's JP Morgan Chase Experience March 2009 - June 2010
Job Transaction Audit Manager at Citi
Industry Financial Services
Experience
Citi June 2013 - Present
JPMorgan Chase June 2010 - June 2013
JP Morgan Chase March 2009 - June 2010
JPMorgan Chase (formerly Washington Mutual) July 2007 - March 2009
Citigroup May 2004 - July 2007
Citi May 1999 - May 2004
Skills
Vendor Management, Project Management, Management, Process Improvement, Risk Management, Credit Cards, Banking, Analysis, Business Analysis, Business Process..., Call Centers, Credit, Financial Services, Portfolio Management, Requirements Gathering, SDLC
Education
Baylor University 1992 — 1996
Bachelor of Arts, Business Administration
Citi June 2013 - Present
JPMorgan Chase June 2010 - June 2013
JP Morgan Chase March 2009 - June 2010
JPMorgan Chase (formerly Washington Mutual) July 2007 - March 2009
Citigroup May 2004 - July 2007
Citi May 1999 - May 2004
Skills
Vendor Management, Project Management, Management, Process Improvement, Risk Management, Credit Cards, Banking, Analysis, Business Analysis, Business Process..., Call Centers, Credit, Financial Services, Portfolio Management, Requirements Gathering, SDLC
Education
Baylor University 1992 — 1996
Bachelor of Arts, Business Administration
To:Tammy Mosby To:Tammy Mosby's JP Morgan Chase Experience January 2009 - April 2010
Job Compliance ManagerMidwest at Prospect Mortgage, LLC
Industry Financial Services
Experience
Urban Partnership Bank August 2014 - Present
Prospect Mortgage, LLC April 2010 - August 2014
JP Morgan Chase January 2009 - April 2010
Wintrust Financial October 2007 - December 2008
Ocwen Financial Corporation June 2004 - October 2007
Washington Mutual December 2001 - June 2004
U.S. Bank March 1998 - November 2001
Skills
Mortgage Banking, Loans, Loan Origination, Financial Services, Mortgage Lending, RESPA, Refinance, Residential Mortgages, Risk Management, FHA, Credit, Mortgage Servicing, Loss Mitigation, Mortgage Underwriting
Education
Benedictine University 2013 — 2016
Master of Business Administration (MBA), Political Science and Government
Glendale University
B.S., Finance
Urban Partnership Bank August 2014 - Present
Prospect Mortgage, LLC April 2010 - August 2014
JP Morgan Chase January 2009 - April 2010
Wintrust Financial October 2007 - December 2008
Ocwen Financial Corporation June 2004 - October 2007
Washington Mutual December 2001 - June 2004
U.S. Bank March 1998 - November 2001
Skills
Mortgage Banking, Loans, Loan Origination, Financial Services, Mortgage Lending, RESPA, Refinance, Residential Mortgages, Risk Management, FHA, Credit, Mortgage Servicing, Loss Mitigation, Mortgage Underwriting
Education
Benedictine University 2013 — 2016
Master of Business Administration (MBA), Political Science and Government
Glendale University
B.S., Finance
Chandra Gorantla, PMP, PMI-ACP Chandra Gorantla, PMP, PMI-ACP's JP Morgan Chase Experience January 2010 - Present
Job Vice President at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase January 2010 - Present
JP Morgan Chase October 2006 - December 2009
Lowe's February 2005 - October 2006
Deloitte January 2002 - February 2005
Infragistics October 2000 - January 2002
Bristol-Myers Squibb 1999 - 2000
IVega Corp August 1998 - November 1999
Siemens January 1998 - August 1998
Education
Bellevue University 2005 — 2006
MBA, Project Management
Sri Krishnadevaraya University 1995 — 1998
MCA, Computer Applications
JP Morgan Chase January 2010 - Present
JP Morgan Chase October 2006 - December 2009
Lowe's February 2005 - October 2006
Deloitte January 2002 - February 2005
Infragistics October 2000 - January 2002
Bristol-Myers Squibb 1999 - 2000
IVega Corp August 1998 - November 1999
Siemens January 1998 - August 1998
Education
Bellevue University 2005 — 2006
MBA, Project Management
Sri Krishnadevaraya University 1995 — 1998
MCA, Computer Applications
Jay Lefevers Jay Lefevers's JP Morgan Chase Experience 1990 - 1992
Job Managing Director at CBRE Valuation & Advisory Services Group
Industry Real Estate
Experience
CBRE Valuation & Advisory Services Group July 2014 - Present
Viewpoint Group, LLC July 1992 - July 2014
JP Morgan Chase 1990 - 1992
Skills
Real Estate Economics, Disposition, Appraisals, Investment Properties, Commercial Real Estate, Real Estate Development, Real Estate, Real Estate Transactions, Landlords, Investors, Investments, Loans, Brokerage, Single Family Homes, Shopping Centers, REO, Property Management, Real Estate Financing, Valuation
Education
Baylor University
MBA, Finance
The University of Texas at Austin
BBA, Marketing/Finance
CBRE Valuation & Advisory Services Group July 2014 - Present
Viewpoint Group, LLC July 1992 - July 2014
JP Morgan Chase 1990 - 1992
Skills
Real Estate Economics, Disposition, Appraisals, Investment Properties, Commercial Real Estate, Real Estate Development, Real Estate, Real Estate Transactions, Landlords, Investors, Investments, Loans, Brokerage, Single Family Homes, Shopping Centers, REO, Property Management, Real Estate Financing, Valuation
Education
Baylor University
MBA, Finance
The University of Texas at Austin
BBA, Marketing/Finance
Michelle Swope, CTP Michelle Swope, CTP's JP Morgan Chase Experience 2010 - Present
Job Treasury Sales Consultant
Industry Banking
Experience
JP Morgan Chase 2010 - Present
JPMorgan Chase 2007 - 2011
BankOne 1998 - 2006
The First National Bank of Chicago 1990 - December 1998
Skills
Certified Treasury..., Treasury Management, Product Management, New Product..., Cash Management Tools, Cash Management Risk..., Relationship Management, Executive Presentation..., Consultant, Trainer, Coach, Project Management, Commercial Banking, Staff Management, Price Structuring, Cost Benefit Analysis, Budgeting, Cost Reduction..., RFP, Treasury Reviews, Microsoft Word, Microsoft Excel, PowerPoint, Security Administration...
Education
Benedictine University 2005 — 2007
MBA
Hampton University 1983 — 1987
Bachelor of Science, Finance
JP Morgan Chase 2010 - Present
JPMorgan Chase 2007 - 2011
BankOne 1998 - 2006
The First National Bank of Chicago 1990 - December 1998
Skills
Certified Treasury..., Treasury Management, Product Management, New Product..., Cash Management Tools, Cash Management Risk..., Relationship Management, Executive Presentation..., Consultant, Trainer, Coach, Project Management, Commercial Banking, Staff Management, Price Structuring, Cost Benefit Analysis, Budgeting, Cost Reduction..., RFP, Treasury Reviews, Microsoft Word, Microsoft Excel, PowerPoint, Security Administration...
Education
Benedictine University 2005 — 2007
MBA
Hampton University 1983 — 1987
Bachelor of Science, Finance
Saquib Rahim Saquib Rahim's JP Morgan Chase Experience October 2010 - January 2012
Job Associate Buisness Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2012 - Present
JP Morgan Chase October 2010 - January 2012
JPMorgan Chase September 2008 - September 2010
AXA Advisors January 2006 - August 2007
Skills
Investments, Portfolio Management, Risk Management, Finance, Strategy, Capital Markets, Financial Services, Marketing, Financial Advisory, Retirement, Financial Modeling, Leadership Development, Financial Analysis, Banking, Fixed Income, Bloomberg, Credit, Loans, Valuation, Mortgage Lending
Education
Baruch College 2004 — 2008
BBA, Finance & Investment, Economics
J.P. Morgan February 2012 - Present
JP Morgan Chase October 2010 - January 2012
JPMorgan Chase September 2008 - September 2010
AXA Advisors January 2006 - August 2007
Skills
Investments, Portfolio Management, Risk Management, Finance, Strategy, Capital Markets, Financial Services, Marketing, Financial Advisory, Retirement, Financial Modeling, Leadership Development, Financial Analysis, Banking, Fixed Income, Bloomberg, Credit, Loans, Valuation, Mortgage Lending
Education
Baruch College 2004 — 2008
BBA, Finance & Investment, Economics
Russ VanTyle Russ VanTyle's JP Morgan Chase Experience May 2000 - September 2007
Job Vice President, Client Executive at MedAssets
Industry Hospital & Health Care
Experience
MedAssets November 2014 - Present
MedAssets September 2007 - October 2014
JP Morgan Chase May 2000 - September 2007
Skills
Process Improvement, Healthcare, Sales, Strategic Planning, Financial Analysis, Relationship Management, New Business Development, Business Strategy, Team Building, Microsoft Excel, Product Cost Analysis, Cross-functional Team..., Management, Budgets, Customer Service, Leadership, Hospitals, Selling, Contract Negotiation, Marketing Strategy, Analysis, Account Management, Sales Management, Supply Chain Management, Insurance, Negotiation, Business Development, Strategy, Salesforce.com, Forecasting, Training, Competitive Analysis, Operations Management, CRM, Sales Operations, Pricing, Program Management, Change Management, Herding Cats
Education
Saint John Fisher College 2009 — 2014
Master of Business Administration (M.B.A.)
Providence College 1999 — 2003
Management, Business
Belmont University 2014 — 2014
MedAssets Healthcare Leadership Certificate Course, Heathcare Supply Chain
Newark High School
MedAssets November 2014 - Present
MedAssets September 2007 - October 2014
JP Morgan Chase May 2000 - September 2007
Skills
Process Improvement, Healthcare, Sales, Strategic Planning, Financial Analysis, Relationship Management, New Business Development, Business Strategy, Team Building, Microsoft Excel, Product Cost Analysis, Cross-functional Team..., Management, Budgets, Customer Service, Leadership, Hospitals, Selling, Contract Negotiation, Marketing Strategy, Analysis, Account Management, Sales Management, Supply Chain Management, Insurance, Negotiation, Business Development, Strategy, Salesforce.com, Forecasting, Training, Competitive Analysis, Operations Management, CRM, Sales Operations, Pricing, Program Management, Change Management, Herding Cats
Education
Saint John Fisher College 2009 — 2014
Master of Business Administration (M.B.A.)
Providence College 1999 — 2003
Management, Business
Belmont University 2014 — 2014
MedAssets Healthcare Leadership Certificate Course, Heathcare Supply Chain
Newark High School
Paul Jankovsky, Jr. Paul Jankovsky, Jr.'s JP Morgan Chase Experience June 2005 - February 2008
Job Managing Principal
Industry Financial Services
Experience
J M Advisors, LLC February 2008 - Present
Walker & Dunlop Commercial Property Funding April 2014 - February 2015
BH Capital March 2011 - April 2014
Beal Bank October 2008 - February 2011
JP Morgan Chase June 2005 - February 2008
Goldman Sachs Commercial Mortgage Capital January 1999 - June 2005
Merrill Lynch March 1995 - December 1998
Skills
Real Estate Economics, Loans, Underwriting, Asset Managment, Real Estate, CMBS, Due Diligence, Loan Origination, Mortgage Lending, Commercial Mortgages, Valuation, Brokerage, Banking, Mortgage Banking, Disposition, Asset Management, Management, Financial Analysis, Commercial Real Estate, Real Estate Financing, Financial Modeling, Portfolio Management, Credit Analysis, Leadership, Real Estate Transactions, Private Equity, Investments, Sales, Investment Properties, Structured Finance, Acquisitions, Capital Markets, Mezzanine, Financial Structuring, Investment Banking, Commercial Lending, Mergers & Acquisitions, Finance, Securitization, Funding, Real Estate Private..., Credit, Capital, Investor Relations, Executive Management, Alternative Investments, Venture Capital, Debt Restructuring, Restructuring, Syndications
Education
Baylor University - Hankamer School of Business 1973 — 1977
BBA, Finance / Economics
J M Advisors, LLC February 2008 - Present
Walker & Dunlop Commercial Property Funding April 2014 - February 2015
BH Capital March 2011 - April 2014
Beal Bank October 2008 - February 2011
JP Morgan Chase June 2005 - February 2008
Goldman Sachs Commercial Mortgage Capital January 1999 - June 2005
Merrill Lynch March 1995 - December 1998
Skills
Real Estate Economics, Loans, Underwriting, Asset Managment, Real Estate, CMBS, Due Diligence, Loan Origination, Mortgage Lending, Commercial Mortgages, Valuation, Brokerage, Banking, Mortgage Banking, Disposition, Asset Management, Management, Financial Analysis, Commercial Real Estate, Real Estate Financing, Financial Modeling, Portfolio Management, Credit Analysis, Leadership, Real Estate Transactions, Private Equity, Investments, Sales, Investment Properties, Structured Finance, Acquisitions, Capital Markets, Mezzanine, Financial Structuring, Investment Banking, Commercial Lending, Mergers & Acquisitions, Finance, Securitization, Funding, Real Estate Private..., Credit, Capital, Investor Relations, Executive Management, Alternative Investments, Venture Capital, Debt Restructuring, Restructuring, Syndications
Education
Baylor University - Hankamer School of Business 1973 — 1977
BBA, Finance / Economics
Klementina Mikus Klementina Mikus's JP Morgan Chase Experience May 2010 - Present
Job Operations Manager (Senior Associate) at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan Chase May 2010 - Present
JPMorgan Chase March 2008 - May 2010
JP Morgan Chase September 2006 - March 2008
Freeman Enterprises February 2004 - September 2006
Skills
Hedge Funds, Project Management, Testing, Test Cases, Test Planning, Cash Management, SDLC, Management, Alternative Investments, Financial Services
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
Bachelors degree, Finance and Investments
JP Morgan Chase May 2010 - Present
JPMorgan Chase March 2008 - May 2010
JP Morgan Chase September 2006 - March 2008
Freeman Enterprises February 2004 - September 2006
Skills
Hedge Funds, Project Management, Testing, Test Cases, Test Planning, Cash Management, SDLC, Management, Alternative Investments, Financial Services
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
Bachelors degree, Finance and Investments
Stephen Jim Stephen Jim's JP Morgan Chase Experience February 2000 - June 2005
Job Regulatory Reporting at BNP Paribas
Industry Financial Services
Experience
BNP Paribas June 2014 - Present
AIG January 2012 - June 2014
The Bank of New York Mellon June 2005 - January 2012
JP Morgan Chase February 2000 - June 2005
Citigroup July 1997 - February 2000
Deloitte & Touche January 1994 - July 1997
Skills
Alternative Investments, Analysis, Corporate Finance, Derivatives, Private Equity
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Accounting
BNP Paribas June 2014 - Present
AIG January 2012 - June 2014
The Bank of New York Mellon June 2005 - January 2012
JP Morgan Chase February 2000 - June 2005
Citigroup July 1997 - February 2000
Deloitte & Touche January 1994 - July 1997
Skills
Alternative Investments, Analysis, Corporate Finance, Derivatives, Private Equity
Education
Baruch College, City University of New York (CUNY) 1990 — 1994
BBA, Accounting
Ken Hobson Ken Hobson's JP Morgan Chase Experience September 2010 - October 2014
Job Vice PresidentCredit Underwriting Manager at Citi
Industry Banking
Experience
Citi February 2015 - Present
JP Morgan Chase September 2010 - October 2014
Beal Bank October 2008 - August 2010
GE Capital October 2005 - September 2008
Washington Mutual June 2002 - September 2005
Northern Trust October 2000 - May 2002
Bank of America May 1995 - October 2000
Skills
Mortgage Underwriting, Treasury, Credit Analysis, Financial Analysis, Portfolio Management, Credit, Loans, Due Diligence, Valuation, Investments, Banking, Asset Management, Underwriting, Financial Risk, Mortgage Lending, Finance, Commercial Banking, Real Estate, Investment Properties, Commercial Real Estate, CMBS, Analysis, Credit Risk, Structured Finance, Risk Management, Commercial Lending, Loan Origination
Education
Baylor University - Hankamer School of Business
BBA
Dallas Baptist University
MBA
Formal Credit Training-Bank of America
Citi February 2015 - Present
JP Morgan Chase September 2010 - October 2014
Beal Bank October 2008 - August 2010
GE Capital October 2005 - September 2008
Washington Mutual June 2002 - September 2005
Northern Trust October 2000 - May 2002
Bank of America May 1995 - October 2000
Skills
Mortgage Underwriting, Treasury, Credit Analysis, Financial Analysis, Portfolio Management, Credit, Loans, Due Diligence, Valuation, Investments, Banking, Asset Management, Underwriting, Financial Risk, Mortgage Lending, Finance, Commercial Banking, Real Estate, Investment Properties, Commercial Real Estate, CMBS, Analysis, Credit Risk, Structured Finance, Risk Management, Commercial Lending, Loan Origination
Education
Baylor University - Hankamer School of Business
BBA
Dallas Baptist University
MBA
Formal Credit Training-Bank of America
David Griggs, MBA's JP Morgan Chase Experience 1996 - 2006
Job Vice President and Program Manager at Northern Trust Corporation
Industry Banking
Experience
Northern Trust Corporation December 2013 - Present
Northern Trust November 2012 - November 2013
Red Bike and Green 2013 - 2013
Bank of Montreal December 2011 - November 2012
Northern Trust December 2009 - November 2011
Wachovia, A Wells Fargo Company May 2009 - December 2009
Bank of America January 2008 - May 2009
Bank of America 2007 - 2007
ABN AMRO Bank 2006 - 2007
JP Morgan Chase 1996 - 2006
Skills
Vendor Management, Risk Management, SDLC, Project Portfolio..., Business Analysis, Financial Services, PMO, Relationship Management, Banking, Program Management, Change Management
Education
Lake Forest Graduate School of Management 2002 — 2005
MBA, International Business
Benedictine University
DePaul University
BA, Business and Information Technology
Northern Trust Corporation December 2013 - Present
Northern Trust November 2012 - November 2013
Red Bike and Green 2013 - 2013
Bank of Montreal December 2011 - November 2012
Northern Trust December 2009 - November 2011
Wachovia, A Wells Fargo Company May 2009 - December 2009
Bank of America January 2008 - May 2009
Bank of America 2007 - 2007
ABN AMRO Bank 2006 - 2007
JP Morgan Chase 1996 - 2006
Skills
Vendor Management, Risk Management, SDLC, Project Portfolio..., Business Analysis, Financial Services, PMO, Relationship Management, Banking, Program Management, Change Management
Education
Lake Forest Graduate School of Management 2002 — 2005
MBA, International Business
Benedictine University
DePaul University
BA, Business and Information Technology
Mayura Norville Mayura Norville's JP Morgan Chase Experience October 2007 - February 2010
Job Business Change Manager at Barclays
Industry Investment Banking
Experience
Barclays June 2012 - Present
Barclays February 2011 - June 2012
JP Morgan Chase October 2007 - February 2010
JPMorgan Chase February 2006 - October 2007
INVESCO June 2004 - January 2006
Skills
Loans, Banking, Relationship Management, Investment Banking, Commercial Lending, Asset Managment, Project Management, Events Coordination, Portfolio Management, Asset Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Computer Information Systems
Barclays June 2012 - Present
Barclays February 2011 - June 2012
JP Morgan Chase October 2007 - February 2010
JPMorgan Chase February 2006 - October 2007
INVESCO June 2004 - January 2006
Skills
Loans, Banking, Relationship Management, Investment Banking, Commercial Lending, Asset Managment, Project Management, Events Coordination, Portfolio Management, Asset Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Computer Information Systems
Peiqing (Ray) He Peiqing (Ray) He's JP Morgan Chase Experience August 2011 - August 2014
Job Student of Master in Financial Engineering at Baruch College
Industry Financial Services
Experience
Van Eck Global June 2015 - September 2015
JP Morgan Chase August 2011 - August 2014
Ryan Associates Technology 2009 - 2011
Trafelet Delta Funds 2008 - 2009
Skills
Microsoft SQL Server, Financial Modeling, C++, Project Management, KDB+, VBA, C#, SQL, Python, R, Derivatives, Fixed Income, Hedge Funds, Bloomberg, Trading Systems, Financial Analysis, Portfolio Management, Options, Equities
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's Degree, Financial Engineering
Queens College 2003 — 2007
Bachelor's Degree, Physics, Summa Cum Laude
Van Eck Global June 2015 - September 2015
JP Morgan Chase August 2011 - August 2014
Ryan Associates Technology 2009 - 2011
Trafelet Delta Funds 2008 - 2009
Skills
Microsoft SQL Server, Financial Modeling, C++, Project Management, KDB+, VBA, C#, SQL, Python, R, Derivatives, Fixed Income, Hedge Funds, Bloomberg, Trading Systems, Financial Analysis, Portfolio Management, Options, Equities
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's Degree, Financial Engineering
Queens College 2003 — 2007
Bachelor's Degree, Physics, Summa Cum Laude
Kiran Wadhwa Kiran Wadhwa's JP Morgan Chase Experience March 2010 - August 2012
Job Creative Director & Events Solutions
Industry Events Services
Experience
Americana Prime Steakhouse March 2015 - Present
The Meadow Club August 2014 - Present
Enterprise Rent-A-Car February 2014 - August 2014
Sigma Sigma Rho Sorority, Inc. October 2012 - August 2014
Enterprise Rent-A-Car September 2012 - January 2014
JP Morgan Chase March 2010 - August 2012
Sigma Sigma Rho Sorority, Inc. October 2011 - May 2012
The Curry Club January 2007 - December 2011
WBAI Radio Station January 2011 - June 2011
Macy's April 2008 - April 2010
Skills
Microsoft Office, Adobe Creative Suite, Hindi, Punjabi, English, Communication Skills, Multi Tasking, Customer Experience, Sales, Social Media Marketing, Customer Service, Management, Marketing Communications, Press Releases, Nonprofits, Event Planning, Event Management, Public Relations, Marketing Strategy, Media Relations, Photoshop, Digital Marketing, Team Leadership, Public Speaking, PowerPoint, Outlook, Microsoft Word, Time Management, Social Media, Facebook, Social Networking
Education
The Wedding Planning Institute 2014 — 2014
Certified Wedding & Event Planner, Meeting and Event Planning
Dina's Party School 2014 — 2014
Dina's Dinner Party Planning Certification, Meeting and Event Planning
Baruch College 2007 — 2011
BA, Corporate Communications, Journalism
Ward Melville High School 2004 — 2007
Honors High School Diploma, Honors/Regents High School/Secondary Diploma Program
Americana Prime Steakhouse March 2015 - Present
The Meadow Club August 2014 - Present
Enterprise Rent-A-Car February 2014 - August 2014
Sigma Sigma Rho Sorority, Inc. October 2012 - August 2014
Enterprise Rent-A-Car September 2012 - January 2014
JP Morgan Chase March 2010 - August 2012
Sigma Sigma Rho Sorority, Inc. October 2011 - May 2012
The Curry Club January 2007 - December 2011
WBAI Radio Station January 2011 - June 2011
Macy's April 2008 - April 2010
Skills
Microsoft Office, Adobe Creative Suite, Hindi, Punjabi, English, Communication Skills, Multi Tasking, Customer Experience, Sales, Social Media Marketing, Customer Service, Management, Marketing Communications, Press Releases, Nonprofits, Event Planning, Event Management, Public Relations, Marketing Strategy, Media Relations, Photoshop, Digital Marketing, Team Leadership, Public Speaking, PowerPoint, Outlook, Microsoft Word, Time Management, Social Media, Facebook, Social Networking
Education
The Wedding Planning Institute 2014 — 2014
Certified Wedding & Event Planner, Meeting and Event Planning
Dina's Party School 2014 — 2014
Dina's Dinner Party Planning Certification, Meeting and Event Planning
Baruch College 2007 — 2011
BA, Corporate Communications, Journalism
Ward Melville High School 2004 — 2007
Honors High School Diploma, Honors/Regents High School/Secondary Diploma Program
Ronald Cheng's JP Morgan Chase Experience June 2011 - November 2012
Job Associate Financial Analyst at CITGO Petroleum
Industry Oil & Energy
Experience
CITGO Petroleum October 2014 - Present
Sunoco Logistics December 2012 - September 2014
JP Morgan Chase June 2011 - November 2012
Skills
Investments, Retail Banking, Microsoft Excel, Securities, Series 63, Financial Services, Treasury Management, Loans, Corporate Finance, Finance, Accounting, Analysis, Real Estate
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master’s Degree, Finance, 3.8 GPA
Investment Banking Institute 2014 — 2014
Investment Banking, Financial Modeling, Valuation and Mergers & Acquisitions.
Baylor University - Hankamer School of Business 2007 — 2011
BBA, Finance, Accounting
CITGO Petroleum October 2014 - Present
Sunoco Logistics December 2012 - September 2014
JP Morgan Chase June 2011 - November 2012
Skills
Investments, Retail Banking, Microsoft Excel, Securities, Series 63, Financial Services, Treasury Management, Loans, Corporate Finance, Finance, Accounting, Analysis, Real Estate
Education
Tulane University - A.B. Freeman School of Business 2015 — 2016
Master’s Degree, Finance, 3.8 GPA
Investment Banking Institute 2014 — 2014
Investment Banking, Financial Modeling, Valuation and Mergers & Acquisitions.
Baylor University - Hankamer School of Business 2007 — 2011
BBA, Finance, Accounting
Chuck Eikenberg Chuck Eikenberg's JP Morgan Chase Experience 2004 - 2005
Job Executive Vice President at LegacyTexas
Industry Banking
Experience
LegacyTexas June 2010 - Present
San Antonio National Bank November 2009 - June 2010
Guaranty Bank January 2006 - September 2009
JP Morgan Chase 2004 - 2005
Bank One (now JP Morgan Chase) 2003 - 2004
Bank One 1998 - 2003
Bank One 1997 - 1998
BankOne 1993 - 1997
Bank One 1990 - 1993
Bank One 1985 - 1990
Skills
Sales Management, Banking, Loans, Financial Services, Retail Banking, Strategic Planning, Leadership, Mortgage Lending, Team Building, Small Business Lending, Management, Commercial Banking, Commercial Lending, Consumer Lending, Change Management, Strategy, Mergers & Acquisitions, Credit, Investments, Underwriting, Portfolio Management, Credit Analysis, Financial Risk, Risk Management, Sales, Lines Of Credit, Treasury Management, Loan Origination, Cross Selling, Credit Risk, Mortgage Banking, Finance, Relationship Management, Deposits, Commercial Mortgages, AML, Cash Management, Asset Based Lending, Wealth Management, Financial Analysis, Branch Management, Treasury Services, Refinance, Residential Mortgages, Call Centers, Training, Financial Institutions, Executive Management, Construction Loans, Bank Secrecy Act
Education
Baylor University 1973 — 1977
BBA, Marketing, Management
University of Houston, C.T. Bauer College of Business
MBA, Finance
LegacyTexas June 2010 - Present
San Antonio National Bank November 2009 - June 2010
Guaranty Bank January 2006 - September 2009
JP Morgan Chase 2004 - 2005
Bank One (now JP Morgan Chase) 2003 - 2004
Bank One 1998 - 2003
Bank One 1997 - 1998
BankOne 1993 - 1997
Bank One 1990 - 1993
Bank One 1985 - 1990
Skills
Sales Management, Banking, Loans, Financial Services, Retail Banking, Strategic Planning, Leadership, Mortgage Lending, Team Building, Small Business Lending, Management, Commercial Banking, Commercial Lending, Consumer Lending, Change Management, Strategy, Mergers & Acquisitions, Credit, Investments, Underwriting, Portfolio Management, Credit Analysis, Financial Risk, Risk Management, Sales, Lines Of Credit, Treasury Management, Loan Origination, Cross Selling, Credit Risk, Mortgage Banking, Finance, Relationship Management, Deposits, Commercial Mortgages, AML, Cash Management, Asset Based Lending, Wealth Management, Financial Analysis, Branch Management, Treasury Services, Refinance, Residential Mortgages, Call Centers, Training, Financial Institutions, Executive Management, Construction Loans, Bank Secrecy Act
Education
Baylor University 1973 — 1977
BBA, Marketing, Management
University of Houston, C.T. Bauer College of Business
MBA, Finance
Tareq Kay Tareq Kay's JP Morgan Chase Experience May 2011 - August 2012
Job Sr VA Underwriter at Veterans United Home Loans
Industry Financial Services
Experience
Veterans United Home Loans August 2012 - Present
JP Morgan Chase May 2011 - August 2012
JPMorgan Chase August 2010 - May 2011
Citi January 2005 - August 2010
Skills
Mortgage Lending, Loans, Consumer Lending, Mortgage Banking, Credit, Underwriting, Loan Origination, Mortgage Underwriting, Credit Analysis, Credit Risk, Banking, Risk Management, Financial Risk, Relationship Management, Operations Management, Residential Mortgages, Refinance, VA loans, Leadership
Education
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Management
Veterans United Home Loans August 2012 - Present
JP Morgan Chase May 2011 - August 2012
JPMorgan Chase August 2010 - May 2011
Citi January 2005 - August 2010
Skills
Mortgage Lending, Loans, Consumer Lending, Mortgage Banking, Credit, Underwriting, Loan Origination, Mortgage Underwriting, Credit Analysis, Credit Risk, Banking, Risk Management, Financial Risk, Relationship Management, Operations Management, Residential Mortgages, Refinance, VA loans, Leadership
Education
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Management
Marina Fedotova's JP Morgan Chase Experience July 2005 - September 2006
Job Director of Client Services at Sterling Valuation Group
Industry Financial Services
Experience
Sterling Valuation Group November 2007 - Present
United Team RE Corp September 2006 - November 2007
JP Morgan Chase July 2005 - September 2006
J.P. Morgan July 2005 - September 2006
Sandra Senzon / Dental Clinique February 2002 - July 2005
Osso Buco Restaurant October 2000 - December 2001
Skills
Due Diligence, Hedge Funds, Valuation, Mergers & Acquisitions, Portfolio Management, Business Planning, Auditing, Management, Asset Management, Alternative Investments, Private Equity, Fixed Income, Investments, Bloomberg, Finance, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
Bachelor of BA, Finance
Sterling Valuation Group November 2007 - Present
United Team RE Corp September 2006 - November 2007
JP Morgan Chase July 2005 - September 2006
J.P. Morgan July 2005 - September 2006
Sandra Senzon / Dental Clinique February 2002 - July 2005
Osso Buco Restaurant October 2000 - December 2001
Skills
Due Diligence, Hedge Funds, Valuation, Mergers & Acquisitions, Portfolio Management, Business Planning, Auditing, Management, Asset Management, Alternative Investments, Private Equity, Fixed Income, Investments, Bloomberg, Finance, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
Bachelor of BA, Finance
Kevin Kirkey's JP Morgan Chase Experience April 2011 - Present
Job VP Recourse & Compliance Management at Chase Home Finance
Industry Financial Services
Experience
JP Morgan Chase April 2011 - Present
Morgan Stanley May 2008 - April 2011
Macquarie Bank September 2007 - March 2008
NetBank / RBMG / Meritage Mortgage November 1998 - August 2007
Southern Pacific Funding Corporation (SPFC) March 1996 - October 1998
Education
Bellevue University 1994 — 1996
JP Morgan Chase April 2011 - Present
Morgan Stanley May 2008 - April 2011
Macquarie Bank September 2007 - March 2008
NetBank / RBMG / Meritage Mortgage November 1998 - August 2007
Southern Pacific Funding Corporation (SPFC) March 1996 - October 1998
Education
Bellevue University 1994 — 1996
Boris Guzman Boris Guzman's JP Morgan Chase Experience 2000 - 2003
Job Network Engineer at Credit Suisse
Industry Computer Networking
Experience
Credit Suisse May 2011 - Present
Bank of America/Merrill Lynch September 2009 - January 2011
FDNY May 2009 - September 2009
Bank of America/Merrill Lynch 2005 - 2009
TD Waterhouse October 2004 - November 2005
CSC January 2003 - October 2003
JP Morgan Chase 2000 - 2003
JP Morgan c/o CSC 1998 - 2000
Skills
Multicast, BGP, OSPF, Routing, Data Center, EIGRP, Low Latency, PIX, Network Engineering, Network Architecture, Cisco, RIP, Switches, Routers, Routing Protocols, HSRP, LAN/WAN, Network Design
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1976 — 1981
Credit Suisse May 2011 - Present
Bank of America/Merrill Lynch September 2009 - January 2011
FDNY May 2009 - September 2009
Bank of America/Merrill Lynch 2005 - 2009
TD Waterhouse October 2004 - November 2005
CSC January 2003 - October 2003
JP Morgan Chase 2000 - 2003
JP Morgan c/o CSC 1998 - 2000
Skills
Multicast, BGP, OSPF, Routing, Data Center, EIGRP, Low Latency, PIX, Network Engineering, Network Architecture, Cisco, RIP, Switches, Routers, Routing Protocols, HSRP, LAN/WAN, Network Design
Education
Belaruski Dzjaržauny Universitet Informatyki i Radyjoelektroniki 1976 — 1981
Michelle Yuen Michelle Yuen's JP Morgan Chase Experience July 2006 - August 2006
Job Operations ( New York Life Investors) at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company February 2014 - Present
Neuberger Berman March 2010 - February 2014
State Street June 2007 - March 2010
International Fund Services (Ireland) Ltd, A State Street Company June 2007 - March 2010
American Corporate Benefits October 2006 - May 2007
JP Morgan Chase July 2006 - August 2006
Buck Sturmer 2004 - 2005
Skills
Fixed Income, Hedge Funds, Trading, Accounting, Portfolio Management, Equities, PowerPoint, Microsoft Excel, Asset Managment, Microsoft Office, Due Diligence, Asset Management, Bloomberg, Financial Services, Mutual Funds, Investments, Finance
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Economics, Mathematics
Francis Lewis 1999 — 2003
New York Life Insurance Company February 2014 - Present
Neuberger Berman March 2010 - February 2014
State Street June 2007 - March 2010
International Fund Services (Ireland) Ltd, A State Street Company June 2007 - March 2010
American Corporate Benefits October 2006 - May 2007
JP Morgan Chase July 2006 - August 2006
Buck Sturmer 2004 - 2005
Skills
Fixed Income, Hedge Funds, Trading, Accounting, Portfolio Management, Equities, PowerPoint, Microsoft Excel, Asset Managment, Microsoft Office, Due Diligence, Asset Management, Bloomberg, Financial Services, Mutual Funds, Investments, Finance
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Economics, Mathematics
Francis Lewis 1999 — 2003
Noreen Hernandez Noreen Hernandez's JP Morgan Chase Experience July 2010 - July 2012
Job Vice President Affluent Client Experience at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
JPMorgan Chase August 2012 - June 2013
JP Morgan Chase July 2010 - July 2012
New York Life Insurance Company June 2009 - July 2010
Fitch Ratings March 2009 - June 2009
AIG Investments May 2008 - December 2008
Smart Workout February 2007 - May 2008
Skills
Marketing, Banking, Microsoft Word, Management, Asset Managment, Sales, Business Development, Leadership, Access, Outlook, Presenter, Microsoft Excel, PowerPoint, Spanish, Analysis
Education
GSRBM 2015 — 2019
GSRBM 2014 — 2016
Baruch College, City University of New York (CUNY) 2006 — 2010
BA, Finance and Latin American Studies
JPMorgan Chase July 2013 - Present
JPMorgan Chase August 2012 - June 2013
JP Morgan Chase July 2010 - July 2012
New York Life Insurance Company June 2009 - July 2010
Fitch Ratings March 2009 - June 2009
AIG Investments May 2008 - December 2008
Smart Workout February 2007 - May 2008
Skills
Marketing, Banking, Microsoft Word, Management, Asset Managment, Sales, Business Development, Leadership, Access, Outlook, Presenter, Microsoft Excel, PowerPoint, Spanish, Analysis
Education
GSRBM 2015 — 2019
GSRBM 2014 — 2016
Baruch College, City University of New York (CUNY) 2006 — 2010
BA, Finance and Latin American Studies
Michael Silvestri Michael Silvestri's JP Morgan Chase Experience 1980 - 2002
Job Director of Lending/SVP at TD Wealth
Industry Banking
Experience
TD Bank USA June 2010 - Present
Citigroup July 2006 - April 2010
JP Morgan Chase 1980 - 2002
Skills
Access, Alternative Investments, Asset Management, Auditing, Banking, Capital Markets, Cash Management, Commercial Lending, Commercial Banking, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Equities, Credit Risk, Financial Analysis, Finance, Financial Risk, Financial Modeling, Financial Services, Hedge Funds, Fixed Income, Investments, Lines Of Credit, Loans, Loan Origination, Management, Mortgage Banking, Mortgage Lending, Policy, Portfolio Management, Private Banking, Residential Mortgages, Relationship Management, Risk Management, Retail Banking, Securities, Strategic Financial..., Small Business Lending, Underwriting, Training, Valuation, Wealth Management
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
MBA, Finance
Baruch College, City University of New York (CUNY) 1976 — 1980
BBA, Finance & Investments
TD Bank USA June 2010 - Present
Citigroup July 2006 - April 2010
JP Morgan Chase 1980 - 2002
Skills
Access, Alternative Investments, Asset Management, Auditing, Banking, Capital Markets, Cash Management, Commercial Lending, Commercial Banking, Commercial Mortgages, Consumer Lending, Credit, Credit Analysis, Equities, Credit Risk, Financial Analysis, Finance, Financial Risk, Financial Modeling, Financial Services, Hedge Funds, Fixed Income, Investments, Lines Of Credit, Loans, Loan Origination, Management, Mortgage Banking, Mortgage Lending, Policy, Portfolio Management, Private Banking, Residential Mortgages, Relationship Management, Risk Management, Retail Banking, Securities, Strategic Financial..., Small Business Lending, Underwriting, Training, Valuation, Wealth Management
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
MBA, Finance
Baruch College, City University of New York (CUNY) 1976 — 1980
BBA, Finance & Investments
Doug Helm's JP Morgan Chase Experience August 1992 - May 2009
Job Business Development Executive at MCM CPAs & Advisors
Industry Accounting
Experience
Mountjoy Chilton Medley LLP May 2009 - Present
JP Morgan Chase August 1992 - May 2009
American Institute of Banking September 1979 - May 1998
PNC April 1970 - August 1992
Skills
Financial Reporting, Financial Analysis, Auditing, Accounting, Tax, Leadership, CPA, Financial Statements, Strategic Financial..., Budgets, Small Business, Business Planning, Internal Audit, Banking, Employee Benefits, Mergers & Acquisitions, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Due Diligence, Risk Management, Credit, Business Development
Education
Bellarmine University
BA & MBA, Business Administration
Stonier Graduate School of Banking 1980 — 1983
Banking
Mountjoy Chilton Medley LLP May 2009 - Present
JP Morgan Chase August 1992 - May 2009
American Institute of Banking September 1979 - May 1998
PNC April 1970 - August 1992
Skills
Financial Reporting, Financial Analysis, Auditing, Accounting, Tax, Leadership, CPA, Financial Statements, Strategic Financial..., Budgets, Small Business, Business Planning, Internal Audit, Banking, Employee Benefits, Mergers & Acquisitions, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Due Diligence, Risk Management, Credit, Business Development
Education
Bellarmine University
BA & MBA, Business Administration
Stonier Graduate School of Banking 1980 — 1983
Banking
Michael Jacobs, Jr. Michael Jacobs, Jr.'s JP Morgan Chase Experience January 2000 - June 2005
Job Principal Director at Accenture
Industry Financial Services
Experience
Accenture June 2015 - Present
PwC June 2014 - June 2015
Deloitte June 2012 - May 2014
Comptroller of the Currency June 2005 - June 2012
JP Morgan Chase January 2000 - June 2005
Sumitomo Mitsui Banking Corporation June 1997 - December 1999
Baruch College June 1994 - January 1999
Value Line June 1990 - December 1993
Skills
R Programming &..., Computational Statistics, Bayesian statistics, Banking Supervision, Basel II, Applied Econometrics, Stochastic Processes, Credit Risk, Economic Capital, Enterprise Risk..., Market Risk, VBA Programming, Mathematica, Financial Markets, Financial Modeling, Scientific Word / LaTex, Risk Aggregation, Stress Testing, Matlab, SAS, VBA, Financial Risk, Econometrics, Valuation, Banking Law, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1994 — 2001
PhD, Finance / Program in Economics & Finance / Zicklin School of Busines
City University of New York-Baruch College - Zicklin School of Business 1994 — 1996
Master of Philosophy (MPhil), Business
Stony Brook University 1992 — 1994
MA, Mathematical Economics
Stony Brook University 1990 — 1991
Master's Degree, Applied Mathematics and Statistics, 3.84
State University of New York at Stony Brook 1986 — 1990
Bachelor of Science, Engineering Science, 3.64
Stuyvesant High School 1982 — 1986
Regents Diploma, Mathematics and Science
Horace Mann Lower School 1980 — 1982
Not Applicable
Accenture June 2015 - Present
PwC June 2014 - June 2015
Deloitte June 2012 - May 2014
Comptroller of the Currency June 2005 - June 2012
JP Morgan Chase January 2000 - June 2005
Sumitomo Mitsui Banking Corporation June 1997 - December 1999
Baruch College June 1994 - January 1999
Value Line June 1990 - December 1993
Skills
R Programming &..., Computational Statistics, Bayesian statistics, Banking Supervision, Basel II, Applied Econometrics, Stochastic Processes, Credit Risk, Economic Capital, Enterprise Risk..., Market Risk, VBA Programming, Mathematica, Financial Markets, Financial Modeling, Scientific Word / LaTex, Risk Aggregation, Stress Testing, Matlab, SAS, VBA, Financial Risk, Econometrics, Valuation, Banking Law, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1994 — 2001
PhD, Finance / Program in Economics & Finance / Zicklin School of Busines
City University of New York-Baruch College - Zicklin School of Business 1994 — 1996
Master of Philosophy (MPhil), Business
Stony Brook University 1992 — 1994
MA, Mathematical Economics
Stony Brook University 1990 — 1991
Master's Degree, Applied Mathematics and Statistics, 3.84
State University of New York at Stony Brook 1986 — 1990
Bachelor of Science, Engineering Science, 3.64
Stuyvesant High School 1982 — 1986
Regents Diploma, Mathematics and Science
Horace Mann Lower School 1980 — 1982
Not Applicable
James Dean (JD) Senger - U.S. Air Force, Retired's JP Morgan Chase Experience August 2005 - November 2005
Job Information Security Officer, IT Security, Risk & Controls
Industry Utilities
Experience
Oncor Electric Delivery November 2009 - Present
United States Air Force May 1985 - May 2015
Confidential January 2008 - October 2009
Bank of the West March 2006 - January 2008
JP Morgan Chase August 2005 - November 2005
Skills
Security, CISSP, Information Security, Penetration Testing, Infrastructure..., Security Operations, Physical Security, Network Security, Computer Security, Executive Management, Disaster Recovery, Strategy, Cross-functional Team..., Data Center, Integration, Risk Assessment, ITIL, Vulnerability Assessment, Firewalls, Leadership, Program Management, Software Documentation, Enterprise Architecture, Project Planning, Risk Management, SDLC, Governance, Information Technology, IT Audit, NIST
Education
Bellevue University 2003 — 2005
B.S., Business Information Systems GPA 3.78
Oncor Electric Delivery November 2009 - Present
United States Air Force May 1985 - May 2015
Confidential January 2008 - October 2009
Bank of the West March 2006 - January 2008
JP Morgan Chase August 2005 - November 2005
Skills
Security, CISSP, Information Security, Penetration Testing, Infrastructure..., Security Operations, Physical Security, Network Security, Computer Security, Executive Management, Disaster Recovery, Strategy, Cross-functional Team..., Data Center, Integration, Risk Assessment, ITIL, Vulnerability Assessment, Firewalls, Leadership, Program Management, Software Documentation, Enterprise Architecture, Project Planning, Risk Management, SDLC, Governance, Information Technology, IT Audit, NIST
Education
Bellevue University 2003 — 2005
B.S., Business Information Systems GPA 3.78
Tatiana Cuevas's JP Morgan Chase Experience March 2010 - August 2013
Job Sales Manager/ Certified FICO Consultant at The Credit Pros Intl Legal Credit Repair
Industry Financial Services
Experience
The Credit Pros - Legal Credit Repair September 2013 - Present
The Charthouse May 2012 - August 2013
JP Morgan Chase March 2010 - August 2013
Skills
Sales, Building Relationships, Team Building, Employee Training, Customer Satisfaction, Customer Retention, Generating Revenue, Customer Service, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Bergen Community College 2009 — 2011
Associate's degree, Accounting
The Credit Pros - Legal Credit Repair September 2013 - Present
The Charthouse May 2012 - August 2013
JP Morgan Chase March 2010 - August 2013
Skills
Sales, Building Relationships, Team Building, Employee Training, Customer Satisfaction, Customer Retention, Generating Revenue, Customer Service, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
Bachelor's degree, Banking, Corporate, Finance, and Securities Law
Bergen Community College 2009 — 2011
Associate's degree, Accounting
Steve Spearman Steve Spearman's JP Morgan Chase Experience October 1996 - Present
Job Vice President California Region Real Estate Client Manager at JP Morgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. January 2015 - Present
JP Morgan Chase October 1996 - Present
JP Morgan Chase January 2009 - December 2009
NationsBank 1992 - 1996
Skills
Leadership, Training, Banking, Risk Management, Management, Sales, Vendor Management, Process Improvement, Customer Service, Business Analysis, Program Management, Call Centers, Analysis
Education
Belmont Abbey College 1992 — 1994
B.A. Business Administration
University of South Carolina-Columbia 1989 — 1991
Gaffney High School 1969 — 1972
High School
JPMorgan Chase & Co. January 2015 - Present
JP Morgan Chase October 1996 - Present
JP Morgan Chase January 2009 - December 2009
NationsBank 1992 - 1996
Skills
Leadership, Training, Banking, Risk Management, Management, Sales, Vendor Management, Process Improvement, Customer Service, Business Analysis, Program Management, Call Centers, Analysis
Education
Belmont Abbey College 1992 — 1994
B.A. Business Administration
University of South Carolina-Columbia 1989 — 1991
Gaffney High School 1969 — 1972
High School
Erin Lydon Erin Lydon's JP Morgan Chase Experience July 1999 - December 2004
Job Independent Corporate Director
Industry Executive Office
Experience
Roomlinx August 2012 - January 2015
Marbles: The Brain Store May 2012 - December 2014
Boys & Girls Club December 2007 - September 2009
JP Morgan Chase July 1999 - December 2004
Northwestern Memorial Hospital January 1995 - August 1997
Northwestern Memorial Hospital January 1993 - January 1995
Skills
Strategy, Strategic Communications, Event Management, Sales, Cross-functional Team..., Strategic Partnerships, Mergers, Management Consulting, Start-ups, Business Development, Product Development, Social Media, Product Marketing, Project Management, Team Leadership, Mergers & Acquisitions, Management
Education
Northwestern University - Kellogg School of Management 2012 — 2012
Completed Women's Director Development Program at the Center for Executive Women
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, Entrepreneurship, Int'l Business
Bates College 1988 — 1992
Bachelor of Arts, English; French
Roomlinx August 2012 - January 2015
Marbles: The Brain Store May 2012 - December 2014
Boys & Girls Club December 2007 - September 2009
JP Morgan Chase July 1999 - December 2004
Northwestern Memorial Hospital January 1995 - August 1997
Northwestern Memorial Hospital January 1993 - January 1995
Skills
Strategy, Strategic Communications, Event Management, Sales, Cross-functional Team..., Strategic Partnerships, Mergers, Management Consulting, Start-ups, Business Development, Product Development, Social Media, Product Marketing, Project Management, Team Leadership, Mergers & Acquisitions, Management
Education
Northwestern University - Kellogg School of Management 2012 — 2012
Completed Women's Director Development Program at the Center for Executive Women
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance, Entrepreneurship, Int'l Business
Bates College 1988 — 1992
Bachelor of Arts, English; French
Martin Morales's JP Morgan Chase Experience 1985 - 2001
Job Senior Vice President Relationship Manager at BBVA Compass
Industry Banking
Experience
BBVA Compass February 2012 - Present
Italy America Chamber of Commerce of Texas 2012 - Present
Citibank August 2006 - February 2012
Citigroup Smith Barney April 2001 - August 2006
JP Morgan Chase 1985 - 2001
Skills
Credit, Investments, Cash Management, Treasury Management, Commercial Banking, Loans, Capital Markets, Financial Services, Commercial Lending, Fixed Income, Trade Finance, Banking, Credit Analysis, Loan Origination, Portfolio Management, Credit Risk, Mortgage Lending, Relationship Management, Underwriting, Retail Banking, Insurance, Foreign Exchange, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1981
MBA, Management and Finance
Baylor University 1971 — 1975
BA, Psychology
Bellaire High School - Houston TX 1969 — 1971
High School Diploma
BBVA Compass February 2012 - Present
Italy America Chamber of Commerce of Texas 2012 - Present
Citibank August 2006 - February 2012
Citigroup Smith Barney April 2001 - August 2006
JP Morgan Chase 1985 - 2001
Skills
Credit, Investments, Cash Management, Treasury Management, Commercial Banking, Loans, Capital Markets, Financial Services, Commercial Lending, Fixed Income, Trade Finance, Banking, Credit Analysis, Loan Origination, Portfolio Management, Credit Risk, Mortgage Lending, Relationship Management, Underwriting, Retail Banking, Insurance, Foreign Exchange, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1979 — 1981
MBA, Management and Finance
Baylor University 1971 — 1975
BA, Psychology
Bellaire High School - Houston TX 1969 — 1971
High School Diploma
Stephen Shatto Stephen Shatto's JP Morgan Chase Experience April 2004 - September 2004
Job Managing Director at Macquarie Bank Limited
Industry Financial Services
Experience
Macquarie Bank Limited September 2004 - Present
JP Morgan Chase April 2004 - September 2004
Bank One (acquired by merger with JP Morgan Chase) June 1984 - April 2004
Skills
Financial Structuring, Private Equity, Capital Markets, Corporate Finance, Mergers & Acquisitions, Derivatives, Project Finance, Structured Finance, Oil & Gas Industry, Financial Analysis, Debt & Equity Financing, Secured Financing, Due Diligence, Valuation, Energy, Investment Banking, Financial Modeling
Education
Baylor University - Hankamer School of Business
Master of Business Administration (M.B.A.
Texas A&M University
Bachelor's Degree, Finance
Macquarie Bank Limited September 2004 - Present
JP Morgan Chase April 2004 - September 2004
Bank One (acquired by merger with JP Morgan Chase) June 1984 - April 2004
Skills
Financial Structuring, Private Equity, Capital Markets, Corporate Finance, Mergers & Acquisitions, Derivatives, Project Finance, Structured Finance, Oil & Gas Industry, Financial Analysis, Debt & Equity Financing, Secured Financing, Due Diligence, Valuation, Energy, Investment Banking, Financial Modeling
Education
Baylor University - Hankamer School of Business
Master of Business Administration (M.B.A.
Texas A&M University
Bachelor's Degree, Finance
Stephen Delfino Stephen Delfino's JP Morgan Chase Experience June 2010 - Present
Job Financial Services Executive
Industry Financial Services
Experience
JP Morgan Chase June 2010 - Present
Fidelity Investments May 2007 - April 2010
JPMorgan Chase May 1998 - May 2007
Putnam Investments May 1996 - April 1998
Bankers Trust Company September 1986 - May 1996
Skills
Risk Management, Operations Management, Product Management, Customer Relations, Lean Manufacturing
Education
City University of New York-Baruch College - Zicklin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
JP Morgan Chase June 2010 - Present
Fidelity Investments May 2007 - April 2010
JPMorgan Chase May 1998 - May 2007
Putnam Investments May 1996 - April 1998
Bankers Trust Company September 1986 - May 1996
Skills
Risk Management, Operations Management, Product Management, Customer Relations, Lean Manufacturing
Education
City University of New York-Baruch College - Zicklin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Serge Khayan Serge Khayan's JP Morgan Chase Experience July 2011 - April 2013
Job Relationship Manager at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2013 - Present
JP Morgan Chase July 2011 - April 2013
JPMorgan Chase August 2006 - August 2010
Skills
Credit, Series 6, Banking, Loans, Consumer Lending, Mortgage Lending, Small Business Lending, Commercial Lending, Financial Analysis, Cross Selling, Loan Origination, Life Insurance, Relationship Management, Cash Management, Cash Flow
Education
Queens College 2013 — 2014
Master of Science (MS), Accounting
Queens College 2009 — 2012
Bachelor's degree, Accounting
Baruch College 2003 — 2007
Finance and Investments, Investments and Securities
JPMorgan Chase & Co. April 2013 - Present
JP Morgan Chase July 2011 - April 2013
JPMorgan Chase August 2006 - August 2010
Skills
Credit, Series 6, Banking, Loans, Consumer Lending, Mortgage Lending, Small Business Lending, Commercial Lending, Financial Analysis, Cross Selling, Loan Origination, Life Insurance, Relationship Management, Cash Management, Cash Flow
Education
Queens College 2013 — 2014
Master of Science (MS), Accounting
Queens College 2009 — 2012
Bachelor's degree, Accounting
Baruch College 2003 — 2007
Finance and Investments, Investments and Securities
Matt Trent's JP Morgan Chase Experience January 2010 - March 2013
Job Asset Manager at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2013 - Present
JP Morgan Chase January 2010 - March 2013
JPMorgan Chase October 2008 - December 2009
KeyCorp August 2007 - October 2008
KeyCorp January 2007 - August 2007
Skills
Credit, Risk, Loans, Analysis, Real Estate, Mortgage Banking, Mortgage Servicing, Commercial Real Estate, Underwriting, Real Estate Economics, Due Diligence, Asset Management, Financial Analysis
Education
The University of Texas at Dallas - School of Management 2008 — 2012
MBA, Finance, 3.77
Baylor University 2002 — 2006
BBA, Economics, Real Estate
Prudential Financial March 2013 - Present
JP Morgan Chase January 2010 - March 2013
JPMorgan Chase October 2008 - December 2009
KeyCorp August 2007 - October 2008
KeyCorp January 2007 - August 2007
Skills
Credit, Risk, Loans, Analysis, Real Estate, Mortgage Banking, Mortgage Servicing, Commercial Real Estate, Underwriting, Real Estate Economics, Due Diligence, Asset Management, Financial Analysis
Education
The University of Texas at Dallas - School of Management 2008 — 2012
MBA, Finance, 3.77
Baylor University 2002 — 2006
BBA, Economics, Real Estate
Kimberly Rosa Kimberly Rosa's JP Morgan Chase Experience 2003 - 2006
Job Office Administrator at JPMorgan Chase
Industry Investment Banking
Experience
PNC Investments May 2014 - Present
PNC Mortgage April 2012 - May 2014
PNC Mortgage January 2010 - April 2012
Morgan Stanley Smith Barney March 2006 - August 2009
JP Morgan Chase 2003 - 2006
Oak Brook Bank 1998 - 2003
Skills
Credit, Loans, Banking, Credit Analysis, Mortgage Lending
Education
Benedictine University
Business Administration
PNC Investments May 2014 - Present
PNC Mortgage April 2012 - May 2014
PNC Mortgage January 2010 - April 2012
Morgan Stanley Smith Barney March 2006 - August 2009
JP Morgan Chase 2003 - 2006
Oak Brook Bank 1998 - 2003
Skills
Credit, Loans, Banking, Credit Analysis, Mortgage Lending
Education
Benedictine University
Business Administration
Doug Jung's JP Morgan Chase Experience December 2002 - November 2003
Job Vice President of Asset Management
Industry Commercial Real Estate
Experience
American Real Estate Partners April 2015 - Present
CWCapital Asset Management September 2009 - April 2015
CoStar Group July 2004 - September 2009
JP Morgan Chase December 2002 - November 2003
Skills
Risk Management, Financial Analysis, Financial Modeling, Commercial Real Estate, Corporate Real Estate, Real Estate, Problem Solving, Credit Risk, Statistical Modeling, Business Strategy, Credit Analysis, Market Research, CMBS, Finance, Asset Managment, Property Management, Investment Properties, Contract Negotiation, Negotiation, Lease Negotiations, Lease Administration, Argus Modeling, Microsoft Excel, Asset Management, Work Ethic, Valuation, Underwriting, Leases, Real Estate Economics, Investments, Disposition, Credit, Due Diligence
Education
The Johns Hopkins University 2008 — 2011
Master of Science, Institutional Real Estate Finance & Development, 3.7/4.0
Baylor University 1998 — 2002
BBA, Finance, International Business, Economics, 3.2/4.0
American Real Estate Partners April 2015 - Present
CWCapital Asset Management September 2009 - April 2015
CoStar Group July 2004 - September 2009
JP Morgan Chase December 2002 - November 2003
Skills
Risk Management, Financial Analysis, Financial Modeling, Commercial Real Estate, Corporate Real Estate, Real Estate, Problem Solving, Credit Risk, Statistical Modeling, Business Strategy, Credit Analysis, Market Research, CMBS, Finance, Asset Managment, Property Management, Investment Properties, Contract Negotiation, Negotiation, Lease Negotiations, Lease Administration, Argus Modeling, Microsoft Excel, Asset Management, Work Ethic, Valuation, Underwriting, Leases, Real Estate Economics, Investments, Disposition, Credit, Due Diligence
Education
The Johns Hopkins University 2008 — 2011
Master of Science, Institutional Real Estate Finance & Development, 3.7/4.0
Baylor University 1998 — 2002
BBA, Finance, International Business, Economics, 3.2/4.0
Nancy Mui Nancy Mui's JP Morgan Chase Experience June 2010 - August 2010
Job Financial Analyst
Industry Financial Services
Experience
BlackRock August 2011 - Present
J.P. Morgan November 2010 - June 2011
JP Morgan Chase June 2010 - August 2010
MDLand August 2008 - August 2009
Skills
Microsoft Excel, Finance, Financial Analysis, Microsoft Office, Corporate Finance, Equities, Financial Modeling, Accounting, Investments, Microsoft Word
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance and Investments, Communications, Real Estate
BlackRock August 2011 - Present
J.P. Morgan November 2010 - June 2011
JP Morgan Chase June 2010 - August 2010
MDLand August 2008 - August 2009
Skills
Microsoft Excel, Finance, Financial Analysis, Microsoft Office, Corporate Finance, Equities, Financial Modeling, Accounting, Investments, Microsoft Word
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance and Investments, Communications, Real Estate
Barry B Begault Barry B Begault's JP Morgan Chase Experience October 2002 — November 2003
Job IT Programmer Analyst at Dupuy Storage and Forwarding
Industry Information Technology and Services
Experience
Begault Enterprises June 2014 — April 2015
Weatherford May 2014 — June 2014
Begault Enterprises November 2011 — May 2014
Cameron May 2004 — November 2011
JP Morgan Chase October 2002 — November 2003
SimplexGrinnell June 2000 — March 2002
MCFA Forklift manufacturing May 1997 — June 2000
Skills
Bachelor's Degree, Business Analysis, Project Management, Program Management, Managing Others, Corporate Communications, Data Mining, Microsoft Excel, Microsoft Office, Microsoft Word, Documentation, Written and Oral..., Technical Writing, Application Development, Database Design, RPG, iSeries AS/400, RPG II, RPG IV, RPG III, RPGILE, CLP, RLU, SDA, OS400/Query, Disaster Recovery, Disaster Preparedness, SOX, Change Management, Software Documentation, Software Development, SAP, Process Improvement, Sarbanes-Oxley Act, Management, SharePoint, Oracle, Databases, Access, Analysis, Requirements Gathering, SQL, Testing, IBM iSeries, Business Process, Visio, ERP, MS Project, Microsoft SQL Server, Data Warehousing
Education
Belhaven University 2007 — 2010
Bachelor's Degree, Bachelor of Business Administration (BBA), Finance, General 3.81 GPA, 3.81
Delgado Community College ... — 1972
Computer Science, 3.85 GPA
Houston Community College ... — 2009
Diploma, Misc
Loyola University New Orleans ... — 1978
Salesmanship and Marketing
Spencer Business College ... — 1971
Diploma, Programming and General business studies, 4.0 GPA
Begault Enterprises June 2014 — April 2015
Weatherford May 2014 — June 2014
Begault Enterprises November 2011 — May 2014
Cameron May 2004 — November 2011
JP Morgan Chase October 2002 — November 2003
SimplexGrinnell June 2000 — March 2002
MCFA Forklift manufacturing May 1997 — June 2000
Skills
Bachelor's Degree, Business Analysis, Project Management, Program Management, Managing Others, Corporate Communications, Data Mining, Microsoft Excel, Microsoft Office, Microsoft Word, Documentation, Written and Oral..., Technical Writing, Application Development, Database Design, RPG, iSeries AS/400, RPG II, RPG IV, RPG III, RPGILE, CLP, RLU, SDA, OS400/Query, Disaster Recovery, Disaster Preparedness, SOX, Change Management, Software Documentation, Software Development, SAP, Process Improvement, Sarbanes-Oxley Act, Management, SharePoint, Oracle, Databases, Access, Analysis, Requirements Gathering, SQL, Testing, IBM iSeries, Business Process, Visio, ERP, MS Project, Microsoft SQL Server, Data Warehousing
Education
Belhaven University 2007 — 2010
Bachelor's Degree, Bachelor of Business Administration (BBA), Finance, General 3.81 GPA, 3.81
Delgado Community College ... — 1972
Computer Science, 3.85 GPA
Houston Community College ... — 2009
Diploma, Misc
Loyola University New Orleans ... — 1978
Salesmanship and Marketing
Spencer Business College ... — 1971
Diploma, Programming and General business studies, 4.0 GPA
Kossi Tchedre San's JP Morgan Chase Experience January 2010 — Present
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. Relationship Banker at, JPMorgan Chase N.A.JPMorgan ChaseFebruary 2012 — Present
JP Morgan Chase January 2010 — Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Finance, Microsoft Word, Access, Banking, Outlook, Financial Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Bachelor, Finance and Investments
JPMorgan Chase & Co. Relationship Banker at, JPMorgan Chase N.A.JPMorgan ChaseFebruary 2012 — Present
JP Morgan Chase January 2010 — Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Finance, Microsoft Word, Access, Banking, Outlook, Financial Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Bachelor, Finance and Investments
Mehdi Zafar's JP Morgan Chase Experience June 2004 - Present
Job Securities Lending Executive, Intl Sec Lending at JP MORGAN CHASE
Industry Financial Services
Experience
JP MORGAN CHASE June 2004 - Present
JPMorgan Chase - Intl Securities Lending 2004 - Present
Skills
Securities Lending, Collateral Management, Equities, Bloomberg, Middle Office, Hedge Funds, Corporate Actions, Fixed Income, Securities, Series 7, Swaps, Derivatives, Trading, Global Custody, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
MBA
State University of New York at Albany 1989 — 1992
Bachelor of Science (BS)
JP MORGAN CHASE June 2004 - Present
JPMorgan Chase - Intl Securities Lending 2004 - Present
Skills
Securities Lending, Collateral Management, Equities, Bloomberg, Middle Office, Hedge Funds, Corporate Actions, Fixed Income, Securities, Series 7, Swaps, Derivatives, Trading, Global Custody, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1995 — 1997
MBA
State University of New York at Albany 1989 — 1992
Bachelor of Science (BS)
Shilpa Vasandani's JP Morgan Chase Experience May 2006 - August 2006
Job Omnichannel Business Consulting Lead at Sapient Corporation
Industry Information Technology and Services
Experience
Sapient Corporation May 2010 - Present
BlueSky Technology Partners May 2009 - May 2010
Rosetta (formerly Brulant, Inc.) June 2008 - April 2009
Brulant April 2007 - June 2008
JP Morgan Chase May 2006 - August 2006
Celanese Corp May 2005 - August 2005
Wipro Spectramind 2001 - 2003
Skills
Project Management, IBM Websphere Commerce, Web Strategy, E-commerce, Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Agile Methodologies, SQL, Software Project..., Analytics, Visio, Vendor Management, IT Strategy, Strategy, Integration, Management Consulting, Analysis
Education
Baylor University - Hankamer School of Business 2005 — 2006
Masters, Information Systems
University of Mumbai
Bachelor of Engineering, Computer Science
Sapient Corporation May 2010 - Present
BlueSky Technology Partners May 2009 - May 2010
Rosetta (formerly Brulant, Inc.) June 2008 - April 2009
Brulant April 2007 - June 2008
JP Morgan Chase May 2006 - August 2006
Celanese Corp May 2005 - August 2005
Wipro Spectramind 2001 - 2003
Skills
Project Management, IBM Websphere Commerce, Web Strategy, E-commerce, Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Agile Methodologies, SQL, Software Project..., Analytics, Visio, Vendor Management, IT Strategy, Strategy, Integration, Management Consulting, Analysis
Education
Baylor University - Hankamer School of Business 2005 — 2006
Masters, Information Systems
University of Mumbai
Bachelor of Engineering, Computer Science
Phyllis Josselsohn's JP Morgan Chase Experience 1999 - 2001
Job Vice President at Citibank
Industry Banking
Experience
Citibank August 2011 - Present
Citibank May 2006 - July 2011
JPMorgan Chase 2002 - 2006
JPMorgan Chase 2001 - 2002
JP Morgan Chase 1999 - 2001
Scholastic 1997 - 1998
Jobson Publishing 1995 - 1997
Jobson Publishing 1992 - 1995
Skills
Credit Cards, Segmentation, Cross-functional Team..., Financial Services, Analytics, Customer Acquisition, Strategic Partnerships, Management, Mergers & Acquisitions, Leadership, CRM, Project Management, Marketing, Product Development, Strategy, Product Management, Vendor Management
Education
Baruch College, City University of New York (CUNY)
MBA, Management, Strategic Planning
Binghamton University
BA, History
Citibank August 2011 - Present
Citibank May 2006 - July 2011
JPMorgan Chase 2002 - 2006
JPMorgan Chase 2001 - 2002
JP Morgan Chase 1999 - 2001
Scholastic 1997 - 1998
Jobson Publishing 1995 - 1997
Jobson Publishing 1992 - 1995
Skills
Credit Cards, Segmentation, Cross-functional Team..., Financial Services, Analytics, Customer Acquisition, Strategic Partnerships, Management, Mergers & Acquisitions, Leadership, CRM, Project Management, Marketing, Product Development, Strategy, Product Management, Vendor Management
Education
Baruch College, City University of New York (CUNY)
MBA, Management, Strategic Planning
Binghamton University
BA, History
Thomas DiBella's JP Morgan Chase Experience October 2008 - July 2011
Job Manager, Project Manager Risk,Legal & Compliance Technology at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade April 2013 - Present
Prudential Financial August 2011 - Present
JP Morgan Chase October 2008 - July 2011
Merrill Lynch September 2007 - April 2008
Prudential Investments December 1997 - June 2007
Prudential Financial 1997 - 2007
US Trust 1989 - 1995
Skills
Risk, Analysis, Budgeting, Planning, Coaching, Requirements Analysis, Accounting, Securities, Client Services, Investments, Banking, Financial Risk, Budgets
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MBA, Business Management
TD Ameritrade April 2013 - Present
Prudential Financial August 2011 - Present
JP Morgan Chase October 2008 - July 2011
Merrill Lynch September 2007 - April 2008
Prudential Investments December 1997 - June 2007
Prudential Financial 1997 - 2007
US Trust 1989 - 1995
Skills
Risk, Analysis, Budgeting, Planning, Coaching, Requirements Analysis, Accounting, Securities, Client Services, Investments, Banking, Financial Risk, Budgets
Education
Baruch College, City University of New York (CUNY) 1993 — 1995
MBA, Business Management
Tricia Prehle, MBA, CPA, CMA, CEP's JP Morgan Chase Experience November 2001 - July 2002
Job VP, Financial and Product Management
Industry Financial Services
Experience
Computershare January 2007 - Present
BNY Mellon July 2002 - January 2007
JP Morgan Chase November 2001 - July 2002
Gruntal & Co., L.L.C. March 1996 - August 1999
Grant Thornton October 1995 - March 1996
Skills
Financial Planning, Relationship Management, Global Client Management, Investment Management, Financial Analysis, Financial Modeling, Financial Services, Financial Reporting, Forecasting, Internal Controls, Strategic Financial..., Finance, Managerial Finance, Accounting, Business Analysis, Financial Statements, Employee Stock Options, Equities, Portfolio Management, Financial Accounting, ASC 718 (FAS 123R)
Education
NYU School of Professional Studies 2014 — 2015
Certificate in Financial Planning
IESE Business School - University of Navarra 1999 — 2001
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA
Computershare January 2007 - Present
BNY Mellon July 2002 - January 2007
JP Morgan Chase November 2001 - July 2002
Gruntal & Co., L.L.C. March 1996 - August 1999
Grant Thornton October 1995 - March 1996
Skills
Financial Planning, Relationship Management, Global Client Management, Investment Management, Financial Analysis, Financial Modeling, Financial Services, Financial Reporting, Forecasting, Internal Controls, Strategic Financial..., Finance, Managerial Finance, Accounting, Business Analysis, Financial Statements, Employee Stock Options, Equities, Portfolio Management, Financial Accounting, ASC 718 (FAS 123R)
Education
NYU School of Professional Studies 2014 — 2015
Certificate in Financial Planning
IESE Business School - University of Navarra 1999 — 2001
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA
Thomas R. Scarlato's JP Morgan Chase Experience February 2011 - Present
Job Financial Services / Private Client Mortgage Banking at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase February 2011 - Present
Lehman Brothers Company - BNC Mortgage. 2001 - 2008
Coldwell Banker 2000 - 2001
Citi Habitats 1995 - 2000
Skills
Mortgage Lending, FHA, Credit, Mortgage Banking, Loans, Underwriting, Residential Mortgages, Credit Analysis, Loan Origination, Refinance, Sales Management, Banking, Real Estate, Mortgage Underwriting, Finance, Relationship Management, Sales, Business Development, Account Management, Real Estate Financing, Real Estate Transactions, FHA financing, Construction Loans, FHA Financing
Education
City University of New York-Baruch College
Fashion Institute of Technology
Hendricks School
Nassau College
JP Morgan Chase February 2011 - Present
Lehman Brothers Company - BNC Mortgage. 2001 - 2008
Coldwell Banker 2000 - 2001
Citi Habitats 1995 - 2000
Skills
Mortgage Lending, FHA, Credit, Mortgage Banking, Loans, Underwriting, Residential Mortgages, Credit Analysis, Loan Origination, Refinance, Sales Management, Banking, Real Estate, Mortgage Underwriting, Finance, Relationship Management, Sales, Business Development, Account Management, Real Estate Financing, Real Estate Transactions, FHA financing, Construction Loans, FHA Financing
Education
City University of New York-Baruch College
Fashion Institute of Technology
Hendricks School
Nassau College
Marie Waugh's JP Morgan Chase Experience November 2007 - July 2009
Job SVP Human Resources at United Water
Industry Human Resources
Experience
United Water March 2013 - Present
Southern Union Company June 2010 - February 2013
JP Morgan Chase November 2007 - July 2009
Fannie Mae 2006 - 2007
Chase Home Finance 2000 - 2006
JPMorgan Chase 1994 - 2000
Skills
Employee Relations, Talent Management, Talent Acquisition, Change Management, HR Strategy, Employee Engagement, Leadership Development, Coaching, Executive Coaching, Personnel Management, Leadership, Human Resources, Mergers & Acquisitions, CRM, Start-ups, Deferred Compensation, Performance Management, Onboarding, Succession Planning, HRIS
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing and Psychology
United Water March 2013 - Present
Southern Union Company June 2010 - February 2013
JP Morgan Chase November 2007 - July 2009
Fannie Mae 2006 - 2007
Chase Home Finance 2000 - 2006
JPMorgan Chase 1994 - 2000
Skills
Employee Relations, Talent Management, Talent Acquisition, Change Management, HR Strategy, Employee Engagement, Leadership Development, Coaching, Executive Coaching, Personnel Management, Leadership, Human Resources, Mergers & Acquisitions, CRM, Start-ups, Deferred Compensation, Performance Management, Onboarding, Succession Planning, HRIS
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing and Psychology
Kevin Lilly's JP Morgan Chase Experience November 2009 - February 2010
Job BU Controller at TriQuint Semiconductor
Industry Semiconductors
Experience
TriQuint Semiconductor February 2010 - Present
Zater Holdings LLC July 2005 - Present
JP Morgan Chase November 2009 - February 2010
Texas Instruments March 2007 - March 2009
Texas Instruments November 2001 - March 2007
Texas Instruments April 1997 - November 2001
Skills
Budgets, Finance, Forecasting, Mergers & Acquisitions, Process Improvement, Program Management
Education
Baylor University - Hankamer School of Business 1998 — 2000
Masters, Finance
Texas Tech University 1987 — 1990
TriQuint Semiconductor February 2010 - Present
Zater Holdings LLC July 2005 - Present
JP Morgan Chase November 2009 - February 2010
Texas Instruments March 2007 - March 2009
Texas Instruments November 2001 - March 2007
Texas Instruments April 1997 - November 2001
Skills
Budgets, Finance, Forecasting, Mergers & Acquisitions, Process Improvement, Program Management
Education
Baylor University - Hankamer School of Business 1998 — 2000
Masters, Finance
Texas Tech University 1987 — 1990
Nirav Jhaveri's JP Morgan Chase Experience July 2007 - January 2014
Job
Industry Banking
Experience
JPMorgan Chase January 2014 - Present
JP MORGAN CHASE July 2007 - January 2014
Lehman Brothers May 2006 - January 2007
Lehman Brothers May 2005 - January 2006
Lehman Brothers January 2004 - May 2005
Skills
Data Center, Microsoft Exchange, Servers, Switches, Cisco Technologies, IT Service Management, IT Management, IT Infrastructure...
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Business Administration (MBA)
Stevens Institute of Technology 2002 — 2007
Bachelor of Engineering (B.E.)
JPMorgan Chase January 2014 - Present
JP MORGAN CHASE July 2007 - January 2014
Lehman Brothers May 2006 - January 2007
Lehman Brothers May 2005 - January 2006
Lehman Brothers January 2004 - May 2005
Skills
Data Center, Microsoft Exchange, Servers, Switches, Cisco Technologies, IT Service Management, IT Management, IT Infrastructure...
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Business Administration (MBA)
Stevens Institute of Technology 2002 — 2007
Bachelor of Engineering (B.E.)
Paulette Richards's JP Morgan Chase Experience 1980 - 1990
Job Director at Amex
Industry Financial Services
Experience
American Express March 2011 - Present
American Express 2005 - February 2013
American Express Bank 1990 - 2005
JP Morgan Chase 1980 - 1990
Skills
Financial Analysis, Forecasting, Finance, PMO, Analysis, Basel II, Business Analysis, Strategic Financial..., Process Improvement, Business Process..., Re-engineering, Capital Markets, Banking, Risk Management, Financial Modeling, Financial Planning, Financial Reporting, Managerial Finance
Education
Baruch College, City University of New York (CUNY) 1975 — 1982
Finance
American Express March 2011 - Present
American Express 2005 - February 2013
American Express Bank 1990 - 2005
JP Morgan Chase 1980 - 1990
Skills
Financial Analysis, Forecasting, Finance, PMO, Analysis, Basel II, Business Analysis, Strategic Financial..., Process Improvement, Business Process..., Re-engineering, Capital Markets, Banking, Risk Management, Financial Modeling, Financial Planning, Financial Reporting, Managerial Finance
Education
Baruch College, City University of New York (CUNY) 1975 — 1982
Finance
Jim McDiarmid's JP Morgan Chase Experience December 2010 - October 2013
Job Eastern Division Manager at New Penn Financial, LLC
Industry Financial Services
Experience
New Penn Financial, LLC August 2015 - Present
CMG Financial October 2013 - August 2015
JP Morgan Chase December 2010 - October 2013
JP Morgan Chase November 2009 - December 2010
Comcast Cable May 2009 - November 2009
Irwin Home Equity April 2008 - November 2008
Washington Mutual May 2004 - November 2007
H&R Block Mortgage / Option One August 1998 - May 2004
Beneficial Management Corp December 1985 - July 1998
Skills
Leadership, Customer Service, Management, Strategy, Sales Management, Mortgage Lending, Operations Management, Project Management, Loans, Training, Strategic Planning, Business Strategy, Process Improvement, Budgets, Banking, Credit, Team Building, Analysis, Sales, Human Resources, Executive Management, Customer Satisfaction, Loan Origination, Call Centers, Portfolio Management, Risk Management, Vendor Management, Financial Services, Start-ups, Finance, FHA, Mergers & Acquisitions, Mortgage Banking, Credit Analysis, Residential Mortgages, Underwriting, Refinance, Real Estate
Education
Benedictine University 2010 — 2013
MBA, Business - Finance
City University of Seattle 1987 — 1991
Bachelor of Science (B.S.), Business Administration
New Penn Financial, LLC August 2015 - Present
CMG Financial October 2013 - August 2015
JP Morgan Chase December 2010 - October 2013
JP Morgan Chase November 2009 - December 2010
Comcast Cable May 2009 - November 2009
Irwin Home Equity April 2008 - November 2008
Washington Mutual May 2004 - November 2007
H&R Block Mortgage / Option One August 1998 - May 2004
Beneficial Management Corp December 1985 - July 1998
Skills
Leadership, Customer Service, Management, Strategy, Sales Management, Mortgage Lending, Operations Management, Project Management, Loans, Training, Strategic Planning, Business Strategy, Process Improvement, Budgets, Banking, Credit, Team Building, Analysis, Sales, Human Resources, Executive Management, Customer Satisfaction, Loan Origination, Call Centers, Portfolio Management, Risk Management, Vendor Management, Financial Services, Start-ups, Finance, FHA, Mergers & Acquisitions, Mortgage Banking, Credit Analysis, Residential Mortgages, Underwriting, Refinance, Real Estate
Education
Benedictine University 2010 — 2013
MBA, Business - Finance
City University of Seattle 1987 — 1991
Bachelor of Science (B.S.), Business Administration
Lenworth Anderson's JP Morgan Chase Experience November 1980 - Present
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
JP Morgan Chase November 1980 - Present
Skills
SDLC, Visio, Business Analysis, Business Requirements, Requirements Analysis, Vendor Management, Systems Analysis, SharePoint, SQL, Process Improvement, Integration, Project Management, Business Intelligence, MS Project, Project Portfolio..., Disaster Recovery, Testing, COBOL, DB2, Business Process..., Analysis, Software Development, C++ Language, Data Warehousing, Software Documentation, IT Strategy, Software Project..., CICS, Oracle, Databases, Access, Unix
Education
Baruch College, City University of New York (CUNY) 1980 — 1983
BBA, Computer Information Systems
JP Morgan Chase November 1980 - Present
Skills
SDLC, Visio, Business Analysis, Business Requirements, Requirements Analysis, Vendor Management, Systems Analysis, SharePoint, SQL, Process Improvement, Integration, Project Management, Business Intelligence, MS Project, Project Portfolio..., Disaster Recovery, Testing, COBOL, DB2, Business Process..., Analysis, Software Development, C++ Language, Data Warehousing, Software Documentation, IT Strategy, Software Project..., CICS, Oracle, Databases, Access, Unix
Education
Baruch College, City University of New York (CUNY) 1980 — 1983
BBA, Computer Information Systems
Brian Fioresi's JP Morgan Chase Experience 2002 - Present
Job Operational Risk Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Operational Risk ManagerJPMorgan ChaseAugust 2013 - Present
Chase Auto Finance 2002 - Present
JP Morgan Chase 2002 - Present
AmeriCredit 1999 - 2003
Long Beach Acceptance Corp 1996 - 1999
Skills
Credit, Underwriting, Portfolio Management
Education
Benedictine University 2004 — 2008
MBA, Marketing
Benedictine University 1991 — 1995
Bachelors, Marketing
JPMorgan Chase Operational Risk ManagerJPMorgan ChaseAugust 2013 - Present
Chase Auto Finance 2002 - Present
JP Morgan Chase 2002 - Present
AmeriCredit 1999 - 2003
Long Beach Acceptance Corp 1996 - 1999
Skills
Credit, Underwriting, Portfolio Management
Education
Benedictine University 2004 — 2008
MBA, Marketing
Benedictine University 1991 — 1995
Bachelors, Marketing
Tamryn Evanisky's JP Morgan Chase Experience August 2007 - August 2015
Job Vice President
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
JP Morgan Chase August 2007 - August 2015
Friedman LLP September 2005 - August 2007
The Childrens Place January 2005 - September 2005
Abbott Laboratories January 2003 - April 2003
Skills
Financial Analysis, Valuation
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
BBA, Accounting
University of Cape Town
BCom, Accounting
J.P. Morgan August 2015 - Present
JP Morgan Chase August 2007 - August 2015
Friedman LLP September 2005 - August 2007
The Childrens Place January 2005 - September 2005
Abbott Laboratories January 2003 - April 2003
Skills
Financial Analysis, Valuation
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
BBA, Accounting
University of Cape Town
BCom, Accounting
Steven Malsky, PMP's JP Morgan Chase Experience 2005 - 2005
Job Business Technology Sr. Project Manager at Matheson TriGas
Industry Financial Services
Experience
Matheson Tri-Gas June 2014 - Present
DoITT/DOB September 2012 - February 2014
MetLife 2010 - 2012
Cablevision March 2010 - July 2010
AIG Travel 2007 - 2009
Reuters February 2006 - February 2007
JP Morgan Chase 2005 - 2005
Bank of America 2003 - 2004
Morgan Stanley 1991 - 2002
Education
Baruch College, City University of New York (CUNY)
Matheson Tri-Gas June 2014 - Present
DoITT/DOB September 2012 - February 2014
MetLife 2010 - 2012
Cablevision March 2010 - July 2010
AIG Travel 2007 - 2009
Reuters February 2006 - February 2007
JP Morgan Chase 2005 - 2005
Bank of America 2003 - 2004
Morgan Stanley 1991 - 2002
Education
Baruch College, City University of New York (CUNY)
Baoxia Liu's JP Morgan Chase Experience January 2011 - May 2012
Job Research Scientist at Army Research Lab contracting through DCS
Industry Information Technology and Services
Experience
Army Research Lab contracting through DCS June 2014 - Present
JP Morgan Chase January 2011 - May 2012
Nationwide Insurance November 2009 - January 2011
Microsoft January 2007 - April 2009
Intel March 2006 - September 2006
UC Berkeley 2002 - 2005
Skills
Usability Testing, Heuristic Evaluation, Human-computer..., Card Sorting, Usability, Human Factors, Usability Engineering, User-centered Design, User Research, User Scenarios, Contextual Inquiry, User Experience Design, User Interface, User Experience, Persona, Task Analysis, Requirements Gathering, Human Computer..., Information Architecture
Education
The Ohio State University 1997 — 2002
PhD, Cognitive and Experimental Psychology
Beijing Normal University 1993 — 1995
MA, Psychology
Beijing Normal University 1989 — 1992
BA, Psychology
Army Research Lab contracting through DCS June 2014 - Present
JP Morgan Chase January 2011 - May 2012
Nationwide Insurance November 2009 - January 2011
Microsoft January 2007 - April 2009
Intel March 2006 - September 2006
UC Berkeley 2002 - 2005
Skills
Usability Testing, Heuristic Evaluation, Human-computer..., Card Sorting, Usability, Human Factors, Usability Engineering, User-centered Design, User Research, User Scenarios, Contextual Inquiry, User Experience Design, User Interface, User Experience, Persona, Task Analysis, Requirements Gathering, Human Computer..., Information Architecture
Education
The Ohio State University 1997 — 2002
PhD, Cognitive and Experimental Psychology
Beijing Normal University 1993 — 1995
MA, Psychology
Beijing Normal University 1989 — 1992
BA, Psychology
Steve DeHan's JP Morgan Chase Experience February 2014 - July 2015
Job VP Chase Commerce Solutions at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. July 2015 - Present
JP Morgan Chase February 2014 - July 2015
JPMorgan Chase September 2010 - January 2014
JP Morgan Chase May 2009 - September 2010
Pegasus Logistics Group August 2008 - March 2009
Olympia Holdings, LLC October 2003 - May 2008
Fedex Freight April 2002 - September 2003
FedEx Freight January 2001 - April 2002
FedEx Freight December 1998 - January 2001
Skills
Finance, Business Analysis, Banking, Financial Services, Financial Reporting, Financial Analysis, Hedge Funds, Investment Banking, Mortgage Lending, Investments, Process Improvement, Real Estate, Strategic Financial..., Portfolio Management, Credit, Credit Risk, Equities, Financial Modeling, Risk Management, Operations Management, Internal Controls, Project Management, Management, Strategic Planning, Payment Card Processing
Education
Baylor University - Hankamer School of Business 1996 — 1998
BBA, Real Estate Investments/Finance
University of Arkansas 1994 — 1996
JPMorgan Chase & Co. July 2015 - Present
JP Morgan Chase February 2014 - July 2015
JPMorgan Chase September 2010 - January 2014
JP Morgan Chase May 2009 - September 2010
Pegasus Logistics Group August 2008 - March 2009
Olympia Holdings, LLC October 2003 - May 2008
Fedex Freight April 2002 - September 2003
FedEx Freight January 2001 - April 2002
FedEx Freight December 1998 - January 2001
Skills
Finance, Business Analysis, Banking, Financial Services, Financial Reporting, Financial Analysis, Hedge Funds, Investment Banking, Mortgage Lending, Investments, Process Improvement, Real Estate, Strategic Financial..., Portfolio Management, Credit, Credit Risk, Equities, Financial Modeling, Risk Management, Operations Management, Internal Controls, Project Management, Management, Strategic Planning, Payment Card Processing
Education
Baylor University - Hankamer School of Business 1996 — 1998
BBA, Real Estate Investments/Finance
University of Arkansas 1994 — 1996
Ruthven Farrell's JP Morgan Chase Experience
Job Personal Banker at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase
Education
Baruch College, City University of New York (CUNY) 1972 — 1979
JP Morgan Chase
Education
Baruch College, City University of New York (CUNY) 1972 — 1979
Scott Maggard's JP Morgan Chase Experience July 2010 - Present
Job Senior Underwriter at J.P. Morgan Chase
Industry Banking
Experience
JP Morgan Chase July 2010 - Present
PBL Capital October 2006 - May 2010
Texas Capital Bank November 2000 - September 2006
Ennis Industries Group, L.P. September 1999 - October 2000
Bank of America August 1992 - August 1999
Skills
Financial Analysis, Credit, Loans, Underwriting, Finance, Hedge Funds, Real Estate, Middle Market, Credit Analysis, Commercial Lending, Commercial Banking, Portfolio Management, Asset Based Lending, Loan Origination, Banking, Managerial Finance, Mortgage Lending, Credit Risk, Risk Management, Financial Risk, Syndications
Education
Baylor University - Hankamer School of Business 1997 — 1999
MBA, Finance
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Economics, Real Estate
JP Morgan Chase July 2010 - Present
PBL Capital October 2006 - May 2010
Texas Capital Bank November 2000 - September 2006
Ennis Industries Group, L.P. September 1999 - October 2000
Bank of America August 1992 - August 1999
Skills
Financial Analysis, Credit, Loans, Underwriting, Finance, Hedge Funds, Real Estate, Middle Market, Credit Analysis, Commercial Lending, Commercial Banking, Portfolio Management, Asset Based Lending, Loan Origination, Banking, Managerial Finance, Mortgage Lending, Credit Risk, Risk Management, Financial Risk, Syndications
Education
Baylor University - Hankamer School of Business 1997 — 1999
MBA, Finance
Baylor University - Hankamer School of Business 1987 — 1991
BBA, Economics, Real Estate
Robert Andler's JP Morgan Chase Experience September 2004 - September 2006
Job Business Banking Officer at PNC Bank
Industry Banking
Experience
PNC Bank January 2014 - Present
PNC Bank September 2006 - December 2013
JP Morgan Chase September 2004 - September 2006
Skills
Loans, Banking, Retail Banking, Mortgage Lending, Relationship Management, Financial Analysis, Financial Services, Mortgage Banking, Small Business Lending, Sales, Commercial Lending, Risk Management
Education
Benedictine University 1999 — 2002
Moraine Valley Community College
PNC Bank January 2014 - Present
PNC Bank September 2006 - December 2013
JP Morgan Chase September 2004 - September 2006
Skills
Loans, Banking, Retail Banking, Mortgage Lending, Relationship Management, Financial Analysis, Financial Services, Mortgage Banking, Small Business Lending, Sales, Commercial Lending, Risk Management
Education
Benedictine University 1999 — 2002
Moraine Valley Community College
Steve Caviasco's JP Morgan Chase Experience June 2008 - May 2011
Job Vice President at Citi
Industry Investment Banking
Experience
Citi May 2011 - Present
JP Morgan Chase June 2008 - May 2011
Bear Stearns November 2006 - June 2008
BMW 1997 - 2006
Accenture 1990 - 1997
Salomon Brothers 1987 - 1990
Skills
Fixed Income, Trading Systems, Investment Banking, Equities, Capital Markets, SDLC, Business Analysis, Financial Services, Derivatives, Risk Management, Banking, Securities
Education
Baruch College, City University of New York (CUNY) 1987 — 1990
Citi May 2011 - Present
JP Morgan Chase June 2008 - May 2011
Bear Stearns November 2006 - June 2008
BMW 1997 - 2006
Accenture 1990 - 1997
Salomon Brothers 1987 - 1990
Skills
Fixed Income, Trading Systems, Investment Banking, Equities, Capital Markets, SDLC, Business Analysis, Financial Services, Derivatives, Risk Management, Banking, Securities
Education
Baruch College, City University of New York (CUNY) 1987 — 1990
Eric Tande PMP, MBA, MSC's JP Morgan Chase Experience 2004 - 2004
Job Consultant at STRATA
Industry Information Technology and Services
Experience
STRATA 2013 - Present
Makuna International February 2005 - Present
Allstate 2012 - 2013
Navistar Inc February 2011 - March 2012
MIC April 2010 - October 2010
United Nations May 2009 - February 2010
Chicago2016 2009 - 2009
VW Credit, Inc. 2008 - 2009
Chicago Midwest Export 2005 - 2007
JP Morgan Chase 2004 - 2004
Skills
SDLC, Business Intelligence, Procurement, Product Launch, Program Management, Emerging Markets..., Global Project..., Large IT Projects, International Trade..., CRM, Siebel CRM, EHR, Clinical Workflow, Clinical Systems..., Enterprise Systems..., Project Management, Trade Finance, Consulting, Analytics, Analysis, Entrepreneurship, PMO, Disaster Recovery
Education
Benedictine University 2005 — 2007
MBA, Business Adminstration
DePaul University 1993 — 1994
Certificate In Windows Development, Computer Science
Northeastern Illinois University
MS, Computer Science
University of Wisconsin-Stevens Point
BS, Biology/Chemistry
University of Wisconsin-Stevens Point
BS, Computer Information Systems
STRATA 2013 - Present
Makuna International February 2005 - Present
Allstate 2012 - 2013
Navistar Inc February 2011 - March 2012
MIC April 2010 - October 2010
United Nations May 2009 - February 2010
Chicago2016 2009 - 2009
VW Credit, Inc. 2008 - 2009
Chicago Midwest Export 2005 - 2007
JP Morgan Chase 2004 - 2004
Skills
SDLC, Business Intelligence, Procurement, Product Launch, Program Management, Emerging Markets..., Global Project..., Large IT Projects, International Trade..., CRM, Siebel CRM, EHR, Clinical Workflow, Clinical Systems..., Enterprise Systems..., Project Management, Trade Finance, Consulting, Analytics, Analysis, Entrepreneurship, PMO, Disaster Recovery
Education
Benedictine University 2005 — 2007
MBA, Business Adminstration
DePaul University 1993 — 1994
Certificate In Windows Development, Computer Science
Northeastern Illinois University
MS, Computer Science
University of Wisconsin-Stevens Point
BS, Biology/Chemistry
University of Wisconsin-Stevens Point
BS, Computer Information Systems
Kellie Lepore's JP Morgan Chase Experience February 2011 - March 2015
Job Administrative Assistant at Abundant Life Christian Center
Industry Religious Institutions
Experience
Abundant Life Christian Center August 2015 - Present
JP Morgan Chase February 2011 - March 2015
Northeast Planning Corporation December 2009 - February 2011
Washington Mutual March 2006 - August 2008
Brand Engineers 2003 - 2006
HealthHelp 2001 - 2003
Skills
Outlook, Project Management, Visio, Lotus Notes, PowerPoint, Time Management, Customer Service, Administration, Event Planning, Management, SharePoint, Microsoft Excel, Microsoft Office, Travel Arrangements, Banking
Education
Bay Path University 2014 — 2019
Rehabilitation and Victim Advocacy
Middlesex County College 1992 — 1995
Business Administration
Abundant Life Christian Center August 2015 - Present
JP Morgan Chase February 2011 - March 2015
Northeast Planning Corporation December 2009 - February 2011
Washington Mutual March 2006 - August 2008
Brand Engineers 2003 - 2006
HealthHelp 2001 - 2003
Skills
Outlook, Project Management, Visio, Lotus Notes, PowerPoint, Time Management, Customer Service, Administration, Event Planning, Management, SharePoint, Microsoft Excel, Microsoft Office, Travel Arrangements, Banking
Education
Bay Path University 2014 — 2019
Rehabilitation and Victim Advocacy
Middlesex County College 1992 — 1995
Business Administration
Michael Aluko's JP Morgan Chase Experience August 2002 - September 2004
Job Assistant General Counsel at Teacher Retirement System of Texas
Industry Law Practice
Experience
Teacher Retirement System of Texas September 2014 - Present
Bank of America February 2013 - September 2014
Societe Generale Corporate & Investment Banking December 2010 - January 2013
Schulte Roth & Zabel LLP July 2006 - December 2010
Bear Stearns July 2005 - July 2006
DKR Capital September 2004 - July 2005
JP Morgan Chase August 2002 - September 2004
Skills
Securities, Hedge Funds, ISDA, Derivatives, Dodd-Frank, Prime Brokerage, Capital Markets, Securities Regulation, Securitization, Structured Finance, Structured Products, Investment Banking, Swaps, Financial Regulation, Equities, Private Equity, Due Diligence
Education
New York Law School 1998 — 2001
Doctor of Law (J.D.)
City University of New York-Baruch College 1996 — 1998
B.B.A, Finance
Teacher Retirement System of Texas September 2014 - Present
Bank of America February 2013 - September 2014
Societe Generale Corporate & Investment Banking December 2010 - January 2013
Schulte Roth & Zabel LLP July 2006 - December 2010
Bear Stearns July 2005 - July 2006
DKR Capital September 2004 - July 2005
JP Morgan Chase August 2002 - September 2004
Skills
Securities, Hedge Funds, ISDA, Derivatives, Dodd-Frank, Prime Brokerage, Capital Markets, Securities Regulation, Securitization, Structured Finance, Structured Products, Investment Banking, Swaps, Financial Regulation, Equities, Private Equity, Due Diligence
Education
New York Law School 1998 — 2001
Doctor of Law (J.D.)
City University of New York-Baruch College 1996 — 1998
B.B.A, Finance
Stephanie Lene's JP Morgan Chase Experience August 2008 - January 2010
Job Assistant Merchandiser at Ann Inc, Suits and Pants
Industry Apparel & Fashion
Experience
ANN INC. February 2014 - Present
Jack Spade April 2013 - February 2014
LDV Hospitality November 2011 - January 2013
Diane von Furstenberg March 2010 - November 2011
JP Morgan Chase August 2008 - January 2010
NBC Universal June 2007 - July 2008
Skills
Event Planning, Fashion, Trend Analysis, Retail, Visual Merchandising, Apparel, Inventory Management
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science, Business Management
Baruch College
Human Resources Fundamentals Certificate, Human Resources Management/Personnel Administration, General
ANN INC. February 2014 - Present
Jack Spade April 2013 - February 2014
LDV Hospitality November 2011 - January 2013
Diane von Furstenberg March 2010 - November 2011
JP Morgan Chase August 2008 - January 2010
NBC Universal June 2007 - July 2008
Skills
Event Planning, Fashion, Trend Analysis, Retail, Visual Merchandising, Apparel, Inventory Management
Education
Boston University - School of Management 2003 — 2007
Bachelor of Science, Business Management
Baruch College
Human Resources Fundamentals Certificate, Human Resources Management/Personnel Administration, General
Owen Burgess's JP Morgan Chase Experience 1973 - 2007
Job Independent Computer Software Professional
Industry Computer Software
Experience
JP Morgan Chase 1973 - 2007
Education
Baruch College, City University of New York (CUNY)
JP Morgan Chase 1973 - 2007
Education
Baruch College, City University of New York (CUNY)
Miriam Cruz-Strauss's JP Morgan Chase Experience 2006 - Present
Job AVP/HR Business Partner at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase AVP/HR Bus PartnerJP Morgan Chase/Home Mortgage2006 - Present
JPMorganChase 2006 - Present
JP Morgan Chase 2006 - Present
Chase 2006 - 2008
Education
Baruch College, City University of New York (CUNY)
JPMorgan Chase AVP/HR Bus PartnerJP Morgan Chase/Home Mortgage2006 - Present
JPMorganChase 2006 - Present
JP Morgan Chase 2006 - Present
Chase 2006 - 2008
Education
Baruch College, City University of New York (CUNY)
Paul Bejarno's JP Morgan Chase Experience May 2011 - July 2015
Job Area Account Representative at CU Direct
Industry Banking
Experience
CU Direct (CUDL) July 2015 - Present
JP Morgan Chase May 2011 - July 2015
Liberty Bank October 2006 - May 2011
AmeriCredit August 1998 - August 2006
Education
University of Iowa 1987 — 1992
Bellevue University
Bachelor of Science (BS), Management
CU Direct (CUDL) July 2015 - Present
JP Morgan Chase May 2011 - July 2015
Liberty Bank October 2006 - May 2011
AmeriCredit August 1998 - August 2006
Education
University of Iowa 1987 — 1992
Bellevue University
Bachelor of Science (BS), Management
Bethany Peyer's JP Morgan Chase Experience February 2010 - Present
Job Assistant Vice President Contract Manager at JPMorgan Chase
Industry Legal Services
Experience
JP Morgan Chase February 2010 - Present
Jameson's Charhouse December 2009 - March 2010
Law Offices of Azita M. Mojarad January 2006 - September 2008
Museum of Contemporary Art May 2005 - August 2005
Universtiy of Wisconsin Milwaukee December 2002 - May 2004
Skills
Legal Research, Customer Service, Real Estate, Finance, Office Management, Financial Planners, Database Administration, Profit, Legal Writing, Litigation, Licensing, Intellectual Property, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Non-profits, Nonprofits, Negotiation
Education
DePaul University College of Law 2004 — 2007
Doctor of Law (JD)
University of Wisconsin-Milwaukee 2002 — 2004
Master of Arts, Art History
Beloit College 1997 — 2001
Bachelor of Arts, Anthropology; Geography and Geology in
JP Morgan Chase February 2010 - Present
Jameson's Charhouse December 2009 - March 2010
Law Offices of Azita M. Mojarad January 2006 - September 2008
Museum of Contemporary Art May 2005 - August 2005
Universtiy of Wisconsin Milwaukee December 2002 - May 2004
Skills
Legal Research, Customer Service, Real Estate, Finance, Office Management, Financial Planners, Database Administration, Profit, Legal Writing, Litigation, Licensing, Intellectual Property, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Social Media, Non-profits, Nonprofits, Negotiation
Education
DePaul University College of Law 2004 — 2007
Doctor of Law (JD)
University of Wisconsin-Milwaukee 2002 — 2004
Master of Arts, Art History
Beloit College 1997 — 2001
Bachelor of Arts, Anthropology; Geography and Geology in
Elizabeth Maloney's JP Morgan Chase Experience September 2012 - Present
Job Sr. Demand Planning Manager, VP, JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase September 2012 - Present
Skills
Business Analysis
Education
Bates College 1985 — 1989
Penn State University
Instructional Design
JP Morgan Chase September 2012 - Present
Skills
Business Analysis
Education
Bates College 1985 — 1989
Penn State University
Instructional Design
Lazar Eydelman's JP Morgan Chase Experience May 2006 - April 2008
Job Sr Finance Manager
Industry Financial Services
Experience
Johnson Controls June 2012 - Present
PineBridge Investments August 2011 - May 2012
Citi October 2009 - August 2011
The Andrea and Charles Bronfman Philanthropies February 2009 - August 2009
JP Morgan Chase May 2006 - April 2008
Deutsche Bank September 2003 - April 2006
Accenture March 2000 - August 2003
Goldman Sachs June 1999 - January 2000
Skills
Accounting, Analysis, Budgets, Finance, Financial Analysis, Financial Reporting, Forecasting, Process Improvement, Strategic Financial..., Variance Analysis, Management, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Double Major: Finance and Real Estate
Skidmore College 1995 — 1999
BA (Cum Laude), Business and Economics, 3.7 GPA
Johnson Controls June 2012 - Present
PineBridge Investments August 2011 - May 2012
Citi October 2009 - August 2011
The Andrea and Charles Bronfman Philanthropies February 2009 - August 2009
JP Morgan Chase May 2006 - April 2008
Deutsche Bank September 2003 - April 2006
Accenture March 2000 - August 2003
Goldman Sachs June 1999 - January 2000
Skills
Accounting, Analysis, Budgets, Finance, Financial Analysis, Financial Reporting, Forecasting, Process Improvement, Strategic Financial..., Variance Analysis, Management, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Double Major: Finance and Real Estate
Skidmore College 1995 — 1999
BA (Cum Laude), Business and Economics, 3.7 GPA
Margaret Babikian's JP Morgan Chase Experience 1984 - Present
Job VP
Industry Banking
Experience
JP Morgan 2005 - Present
JPMorgan Chase December 1984 - Present
JP Morgan Chase 1984 - Present
JPMChase 1984 - Present
Skills
Program Management, Vendor Management, Project Portfolio..., PMO, SDLC, Risk Management, IT Strategy, Banking, IT Management, Project Delivery, Business Analysis, Resource Management, Portfolio Management, Team Building, Team Management, Outsourcing, Process Improvement
Education
Baruch College, City University of New York (CUNY) 1978 — 1984
MBA, Networking
State University of New York College at Buffalo 1974 — 1977
BA, Russian/French
JP Morgan 2005 - Present
JPMorgan Chase December 1984 - Present
JP Morgan Chase 1984 - Present
JPMChase 1984 - Present
Skills
Program Management, Vendor Management, Project Portfolio..., PMO, SDLC, Risk Management, IT Strategy, Banking, IT Management, Project Delivery, Business Analysis, Resource Management, Portfolio Management, Team Building, Team Management, Outsourcing, Process Improvement
Education
Baruch College, City University of New York (CUNY) 1978 — 1984
MBA, Networking
State University of New York College at Buffalo 1974 — 1977
BA, Russian/French
Sanford Wald's JP Morgan Chase Experience
Job Vice President at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase
Education
Baruch College, City University of New York (CUNY) 1977 — 1980
MBA, Finance
JP Morgan Chase
Education
Baruch College, City University of New York (CUNY) 1977 — 1980
MBA, Finance
Wilfred Lewis's JP Morgan Chase Experience June 2003 - August 2004
Job Financial Reporting Alternative Investments
Industry Accounting
Experience
BNY Mellon November 2010 - Present
NABA 2002 - Present
PricewaterhouseCoopers November 2008 - November 2010
Mitchell & Titus, LLP September 2004 - November 2008
JP Morgan Chase June 2003 - August 2004
Skills
Internal Controls, Financial Accounting, Auditing, US GAAP, Accounting, Tax, Financial Reporting, Financial Analysis, Due Diligence, GAAP
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
BNY Mellon November 2010 - Present
NABA 2002 - Present
PricewaterhouseCoopers November 2008 - November 2010
Mitchell & Titus, LLP September 2004 - November 2008
JP Morgan Chase June 2003 - August 2004
Skills
Internal Controls, Financial Accounting, Auditing, US GAAP, Accounting, Tax, Financial Reporting, Financial Analysis, Due Diligence, GAAP
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accounting
Jeff Kania's JP Morgan Chase Experience April 2003 - February 2012
Job Program Manager Infrastructure at TransUnion
Industry Financial Services
Experience
TransUnion April 2012 - Present
JPMorgan Chase 2005 - February 2012
JP Morgan Chase April 2003 - February 2012
Skills
PMP, Project Management, Program Management, Infrastructure, SDLC, IT Management, Project Planning, Management, Networking, Team Leadership, PMO, MBA, IT Strategy, Budgets, Disaster Recovery, Process Improvement, Project Portfolio..., Data Center, Integration, Vendor Management, Change Management, Business Process..., MS Project, Visio, Technology Project...
Education
Benedictine University 2001 — 2003
MBA, Technology
DePaul University 1995 — 1996
BA, Business
TransUnion April 2012 - Present
JPMorgan Chase 2005 - February 2012
JP Morgan Chase April 2003 - February 2012
Skills
PMP, Project Management, Program Management, Infrastructure, SDLC, IT Management, Project Planning, Management, Networking, Team Leadership, PMO, MBA, IT Strategy, Budgets, Disaster Recovery, Process Improvement, Project Portfolio..., Data Center, Integration, Vendor Management, Change Management, Business Process..., MS Project, Visio, Technology Project...
Education
Benedictine University 2001 — 2003
MBA, Technology
DePaul University 1995 — 1996
BA, Business
Stephen Churneftsky, CPA's JP Morgan Chase Experience January 2011 - Present
Job Vice President, JPMorgan
Industry Accounting
Experience
JP Morgan Chase January 2011 - Present
KPMG, LLP October 2006 - February 2011
Marcum LLP January 2004 - October 2006
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
BBA, Accounting
JP Morgan Chase January 2011 - Present
KPMG, LLP October 2006 - February 2011
Marcum LLP January 2004 - October 2006
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
BBA, Accounting
Kurt Franklin's JP Morgan Chase Experience January 2001 - June 2002
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2008 - Present
Morgan Stanley December 2004 - December 2008
Morgan Stanley June 2002 - December 2004
JP Morgan Chase January 2001 - June 2002
JP Morgan Chase April 1998 - December 2001
Skills
Corporate Finance, Portfolio Management, Derivatives, Alternative Investments, Fixed Income, Asset Management, Financial Modeling, Investments, Due Diligence, Financial Services, Series 7, Bloomberg, Hedge Funds, Financial Analysis, Private Equity, Equities, Investment Banking, Capital Markets, Valuation, Mutual Funds
Education
New York Institute of Technology-Old Westbury 1998 — 2001
MBA, Finance
Baruch College 1991 — 1995
BBA, Accounting
Morgan Stanley December 2008 - Present
Morgan Stanley December 2004 - December 2008
Morgan Stanley June 2002 - December 2004
JP Morgan Chase January 2001 - June 2002
JP Morgan Chase April 1998 - December 2001
Skills
Corporate Finance, Portfolio Management, Derivatives, Alternative Investments, Fixed Income, Asset Management, Financial Modeling, Investments, Due Diligence, Financial Services, Series 7, Bloomberg, Hedge Funds, Financial Analysis, Private Equity, Equities, Investment Banking, Capital Markets, Valuation, Mutual Funds
Education
New York Institute of Technology-Old Westbury 1998 — 2001
MBA, Finance
Baruch College 1991 — 1995
BBA, Accounting
Neil Herdan's JP Morgan Chase Experience 2010 - 2011
Job Assistant Lecturer/Adjunct
Industry Nonprofit Organization Management
Experience
Prospect Research Institute 2014 - Present
Baruch College 2014 - Present
31st Avenue Project 2013 - Present
World Animal Protection US 2013 - 2014
Museum of Arts & Design 2012 - 2012
JP Morgan Chase 2010 - 2011
Morgan Stanley 2002 - 2009
UBS 2001 - 2002
Booz Allen Hamilton 1999 - 2001
Skills
Online Research, Competitive Intelligence, Prospect Research, Factiva, Financial Research, Library Research, Business Intelligence, Library Science, Donor Research, Legal Research, Lexis, Thomson One Banker, Thomson One Analytics, Health Research, Databases, Library Instruction, Public Speaking, Library Reference, Pharmaceutical Industry, PACER, Courtlink, Lipper, Raiser's Edge, Non-profits, Foundation Center, SEC Filings -teaching..., Executive Compensation..., TNT Research, Public Speeking, Prospect Research..., Foundation Search, Research
Education
Baruch College, City University of New York (CUNY) 2014 — 2014
Executive Certificate in Fundraising (School of Public Affairs), Fundraising
New York University 1988 — 1992
Certificate in Filmmaking (School of Continuing Education), Film & Video, N/A
Columbia University School of Library Service SLS 1986 — 1987
MS, Librarianship
University of Brighton 1982 — 1985
BA, Library Science
Prospect Research Institute 2014 - Present
Baruch College 2014 - Present
31st Avenue Project 2013 - Present
World Animal Protection US 2013 - 2014
Museum of Arts & Design 2012 - 2012
JP Morgan Chase 2010 - 2011
Morgan Stanley 2002 - 2009
UBS 2001 - 2002
Booz Allen Hamilton 1999 - 2001
Skills
Online Research, Competitive Intelligence, Prospect Research, Factiva, Financial Research, Library Research, Business Intelligence, Library Science, Donor Research, Legal Research, Lexis, Thomson One Banker, Thomson One Analytics, Health Research, Databases, Library Instruction, Public Speaking, Library Reference, Pharmaceutical Industry, PACER, Courtlink, Lipper, Raiser's Edge, Non-profits, Foundation Center, SEC Filings -teaching..., Executive Compensation..., TNT Research, Public Speeking, Prospect Research..., Foundation Search, Research
Education
Baruch College, City University of New York (CUNY) 2014 — 2014
Executive Certificate in Fundraising (School of Public Affairs), Fundraising
New York University 1988 — 1992
Certificate in Filmmaking (School of Continuing Education), Film & Video, N/A
Columbia University School of Library Service SLS 1986 — 1987
MS, Librarianship
University of Brighton 1982 — 1985
BA, Library Science
Nelly Tse's JP Morgan Chase Experience March 2008 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan Chase March 2008 - December 2008
Bear Stearns November 1997 - February 2008
Bear Stearns 1991 - 1997
City of New York - Unemployment Insurance Division 1988 - 1991
Skills
Accounting, Account Reconciliation, Financial Services, Leadership, Securities, Treasury
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA
JP Morgan Chase March 2008 - December 2008
Bear Stearns November 1997 - February 2008
Bear Stearns 1991 - 1997
City of New York - Unemployment Insurance Division 1988 - 1991
Skills
Accounting, Account Reconciliation, Financial Services, Leadership, Securities, Treasury
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
BBA
Shawn McWilliams's JP Morgan Chase Experience May 2010 - Present
Job Vice President at JP Morgan Chase
Industry Retail
Experience
JP Morgan Chase May 2010 - Present
Skills
Customer Service, Merchandising, Inventory Management, Change Management, Profit, Fashion, Loss Prevention, Strategic Planning, Leadership, Management, Performance Management, Income Statement, Retail, Business Analysis, Store Management, Team Building, Customer Satisfaction, Recruiting, Forecasting, Training, P&L Management, Sales, Operations Management, Employee Relations, Hiring, Employee Training, Coaching, Pricing, Visual Merchandising, Inventory Control, Human Resources, Budgets, Cross-functional Team..., Customer Experience, Leadership Development, P&L, Succession Planning, Strategy, Team Leadership, Time Management, Sales Operations, Process Improvement, Sales Management, Store Operations, Retail Sales
Education
Cornell University - Johnson Graduate School of Management
Change Leadership Certification
Bellevue University 2007 — 2009
MBA
Union College (KY) 2004 — 2006
Bachelor of Arts
Cornell University - Johnson Graduate School of Management
Executive Leadership
Cornell University - Johnson Graduate School of Management
Leading High Performance Teams
JP Morgan Chase May 2010 - Present
Skills
Customer Service, Merchandising, Inventory Management, Change Management, Profit, Fashion, Loss Prevention, Strategic Planning, Leadership, Management, Performance Management, Income Statement, Retail, Business Analysis, Store Management, Team Building, Customer Satisfaction, Recruiting, Forecasting, Training, P&L Management, Sales, Operations Management, Employee Relations, Hiring, Employee Training, Coaching, Pricing, Visual Merchandising, Inventory Control, Human Resources, Budgets, Cross-functional Team..., Customer Experience, Leadership Development, P&L, Succession Planning, Strategy, Team Leadership, Time Management, Sales Operations, Process Improvement, Sales Management, Store Operations, Retail Sales
Education
Cornell University - Johnson Graduate School of Management
Change Leadership Certification
Bellevue University 2007 — 2009
MBA
Union College (KY) 2004 — 2006
Bachelor of Arts
Cornell University - Johnson Graduate School of Management
Executive Leadership
Cornell University - Johnson Graduate School of Management
Leading High Performance Teams
Glenn Geraci, Jr.'s JP Morgan Chase Experience April 1997 - March 2012
Job Mortgage Banker, NMLS#626880
Industry Financial Services
Experience
JPMorgan Chase April 1997 - Present
JP Morgan Chase April 1997 - March 2012
Darien Financial Services, Inc March 1994 - March 1997
Skills
Investments, Real Estate, Loans, Venture Capital, Mortgage Lending, Credit, Process Improvement, Loan Origination, Mortgage Banking, Residential Mortgages, Consumer Lending, FHA, Real Estate Financing, VA loans, Construction Loans, Commercial Mortgages, Commercial Lending, Refinance, Series 7, Series 63, Portfolio Management, Banking, Credit Analysis, FHA financing, Underwriting, Investment Properties, Financial Services, Relationship Management, Real Estate Economics, Lines Of Credit, Asset Management, Mortgage Marketing, Cross Selling, Valuation, Leadership, VA Loans, Finance, Sales, Management, FHA Financing
Education
Baylor University 1986 — 1988
Bachelor of Arts (B.A.), History
Louisiana State University 1984 — 1986
Business Administration and Management, Finance
Jesuit High School of New Orleans, LA 1980 — 1984
JPMorgan Chase April 1997 - Present
JP Morgan Chase April 1997 - March 2012
Darien Financial Services, Inc March 1994 - March 1997
Skills
Investments, Real Estate, Loans, Venture Capital, Mortgage Lending, Credit, Process Improvement, Loan Origination, Mortgage Banking, Residential Mortgages, Consumer Lending, FHA, Real Estate Financing, VA loans, Construction Loans, Commercial Mortgages, Commercial Lending, Refinance, Series 7, Series 63, Portfolio Management, Banking, Credit Analysis, FHA financing, Underwriting, Investment Properties, Financial Services, Relationship Management, Real Estate Economics, Lines Of Credit, Asset Management, Mortgage Marketing, Cross Selling, Valuation, Leadership, VA Loans, Finance, Sales, Management, FHA Financing
Education
Baylor University 1986 — 1988
Bachelor of Arts (B.A.), History
Louisiana State University 1984 — 1986
Business Administration and Management, Finance
Jesuit High School of New Orleans, LA 1980 — 1984
Stuart Jentis's JP Morgan Chase Experience June 2011 - Present
Job Executive Director, CIB Compliance, JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2011 - Present
Alcatel-Lucent May 2009 - June 2011
ADP Retirement Services October 2005 - October 2008
CitiStreet September 1997 - September 2005
Skills
Securities, Employment Law, Retirement, Contract Negotiation, Financial Services, Equities, Insurance, Due Diligence, 401k
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1988 — 1991
Juis Doctorate, Law
Muhlenberg College 1984 — 1988
B.A., History
JP Morgan Chase June 2011 - Present
Alcatel-Lucent May 2009 - June 2011
ADP Retirement Services October 2005 - October 2008
CitiStreet September 1997 - September 2005
Skills
Securities, Employment Law, Retirement, Contract Negotiation, Financial Services, Equities, Insurance, Due Diligence, 401k
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1988 — 1991
Juis Doctorate, Law
Muhlenberg College 1984 — 1988
B.A., History
Sidney Faas's JP Morgan Chase Experience October 2008 - November 2009
Job Systems Quality Assurance Analyst at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo December 2013 - Present
Rose International January 2013 - December 2013
Rose International April 2011 - March 2012
JP Morgan Chase October 2008 - November 2009
Washington Mutual October 1994 - October 2008
Logica October 1993 - October 1994
Computer People December 1991 - September 1993
Logica January 1990 - November 1991
xxxxxxxxxxx January 1970 - February 1970
Skills
COBOL, SDLC, Object Oriented Design, CICS, JCL, Easytrieve, TSO, Application Development, Smalltalk
Education
Bellevue College 2009 — 2009
Beginning C# Programming
Bellevue College 2009 — 2009
Intermediate C# Programming
Western Washington University 1971 — 1975
BA, Computer Science & Mathematics
Wells Fargo December 2013 - Present
Rose International January 2013 - December 2013
Rose International April 2011 - March 2012
JP Morgan Chase October 2008 - November 2009
Washington Mutual October 1994 - October 2008
Logica October 1993 - October 1994
Computer People December 1991 - September 1993
Logica January 1990 - November 1991
xxxxxxxxxxx January 1970 - February 1970
Skills
COBOL, SDLC, Object Oriented Design, CICS, JCL, Easytrieve, TSO, Application Development, Smalltalk
Education
Bellevue College 2009 — 2009
Beginning C# Programming
Bellevue College 2009 — 2009
Intermediate C# Programming
Western Washington University 1971 — 1975
BA, Computer Science & Mathematics
Sean Tubridy's JP Morgan Chase Experience September 2010 - May 2012
Job Consultant at AXA Advisors
Industry Banking
Experience
AXA Advisors July 2014 - Present
National Life Group March 2013 - Present
JP Morgan Chase September 2010 - May 2012
JPMorgan Chase February 2009 - September 2010
Chase 2007 - 2009
Skills
Equities, Series 7, Financial Planning, Series 63, Securities, Customer Relations, Financial Analysis, Series 66, Series 6
Education
Belmont Abbey College 2003 — 2005
Bachelors, Business
AXA Advisors July 2014 - Present
National Life Group March 2013 - Present
JP Morgan Chase September 2010 - May 2012
JPMorgan Chase February 2009 - September 2010
Chase 2007 - 2009
Skills
Equities, Series 7, Financial Planning, Series 63, Securities, Customer Relations, Financial Analysis, Series 66, Series 6
Education
Belmont Abbey College 2003 — 2005
Bachelors, Business
David Pfiffner's JP Morgan Chase Experience December 2009 - April 2014
Job Senior Project Manager at Pioneer Natural Resources Company
Industry Oil & Energy
Experience
Pioneer Natural Resources Company April 2014 - Present
JP Morgan Chase December 2009 - April 2014
DAP Claims June 2009 - December 2009
DAP Consulting May 2009 - December 2009
Ventanex May 2000 - May 2009
USAA October 1997 - May 2000
US Long Distance July 1996 - October 1997
Young Life 1994 - 1997
Skills
Business Intelligence, Integration, Microsoft SQL Server, SQL, Process Improvement, SSRS, SSIS, Banking, Requirements Analysis, Project Management, Business Analysis, Requirements Gathering, Risk Management, SDLC, Software Project..., Vendor Management, CRM, Data Warehousing, Software Development, Leadership, Quality Assurance
Education
Baylor University 1990 — 1994
BBA, Public Administration
Pioneer Natural Resources Company April 2014 - Present
JP Morgan Chase December 2009 - April 2014
DAP Claims June 2009 - December 2009
DAP Consulting May 2009 - December 2009
Ventanex May 2000 - May 2009
USAA October 1997 - May 2000
US Long Distance July 1996 - October 1997
Young Life 1994 - 1997
Skills
Business Intelligence, Integration, Microsoft SQL Server, SQL, Process Improvement, SSRS, SSIS, Banking, Requirements Analysis, Project Management, Business Analysis, Requirements Gathering, Risk Management, SDLC, Software Project..., Vendor Management, CRM, Data Warehousing, Software Development, Leadership, Quality Assurance
Education
Baylor University 1990 — 1994
BBA, Public Administration
Jessica L. Malmquist's JP Morgan Chase Experience 2006 - 2007
Job Attorney at The Law Offices of Alexandra M. Goddard
Industry Law Practice
Experience
Law Offices of Alexandra M. Goddard August 2010 - Present
Ladden & Allen Chartered August 2008 - August 2010
Historic Property Development June 2004 - August 2007
JP Morgan Chase 2006 - 2007
Martin Currie 2005 - 2006
Weltman, Weinberg & Reis May 2002 - August 2002
Salomon Smith Barney 1998 - 2000
Skills
Valuation, Arbitration, Legal Research, Legal Writing, Contract Negotiation, International Law, Civil Litigation, Mediation, Litigation, Commercial Litigation, Courts, Corporate Law, Dispute Resolution, Trials, Trial Practice, Appeals, Legal Assistance, Alternative Dispute..., Family Law, Hearings, Legal Issues, Westlaw
Education
Case Western Reserve University School of Law 2000 — 2003
JD, Law
Univesity of Edinburgh - School of Law 2003 — 2004
LLM, LLM: Commercial Law
University of Galsgow - School of Economics 2004 — 2006
MPhil, International Economics and Finance
Beloit College 1994 — 1998
BA, Economics & Management and Psychology
Law Offices of Alexandra M. Goddard August 2010 - Present
Ladden & Allen Chartered August 2008 - August 2010
Historic Property Development June 2004 - August 2007
JP Morgan Chase 2006 - 2007
Martin Currie 2005 - 2006
Weltman, Weinberg & Reis May 2002 - August 2002
Salomon Smith Barney 1998 - 2000
Skills
Valuation, Arbitration, Legal Research, Legal Writing, Contract Negotiation, International Law, Civil Litigation, Mediation, Litigation, Commercial Litigation, Courts, Corporate Law, Dispute Resolution, Trials, Trial Practice, Appeals, Legal Assistance, Alternative Dispute..., Family Law, Hearings, Legal Issues, Westlaw
Education
Case Western Reserve University School of Law 2000 — 2003
JD, Law
Univesity of Edinburgh - School of Law 2003 — 2004
LLM, LLM: Commercial Law
University of Galsgow - School of Economics 2004 — 2006
MPhil, International Economics and Finance
Beloit College 1994 — 1998
BA, Economics & Management and Psychology
J. Martin Morgado III's JP Morgan Chase Experience 2005 - 2011
Job Strategic Development Professional & Attorney
Industry Legal Services
Experience
Visca Ventures LLC 2012 - Present
Padamaci Group LLC 2011 - Present
Axiom 2012 - 2014
Sports Endeavors, Inc. (d/b/a Eurosport/SOCCER.COM) January 2012 - May 2012
JP Morgan Chase 2005 - 2011
Sole Proprietor 2003 - 2005
Westpac 2000 - 2003
Westpac 1997 - 2000
Skills
Venture Capital, Private Equity, Strategy, Due Diligence, Licensing, Entrepreneurship, Corporate Law, Capital Markets, Start-ups, Intellectual Property, Corporate Governance, Finance, Legal Writing, Business Strategy, Business Development, Investments, Legal Advice, Risk Management, Securities, Hedge Funds, Corporate Development
Education
Duke University School of Law
Master of Laws (LL.M.)
Duke University - The Fuqua School of Business
Competitive Strategy
New York Law School
J.D., cum laude
Belmont Abbey College
B.A.
Visca Ventures LLC 2012 - Present
Padamaci Group LLC 2011 - Present
Axiom 2012 - 2014
Sports Endeavors, Inc. (d/b/a Eurosport/SOCCER.COM) January 2012 - May 2012
JP Morgan Chase 2005 - 2011
Sole Proprietor 2003 - 2005
Westpac 2000 - 2003
Westpac 1997 - 2000
Skills
Venture Capital, Private Equity, Strategy, Due Diligence, Licensing, Entrepreneurship, Corporate Law, Capital Markets, Start-ups, Intellectual Property, Corporate Governance, Finance, Legal Writing, Business Strategy, Business Development, Investments, Legal Advice, Risk Management, Securities, Hedge Funds, Corporate Development
Education
Duke University School of Law
Master of Laws (LL.M.)
Duke University - The Fuqua School of Business
Competitive Strategy
New York Law School
J.D., cum laude
Belmont Abbey College
B.A.
Iris Bikel's JP Morgan Chase Experience September 2007 - September 2008
Job Iris Bikel, Attorney at Law
Industry Law Practice
Experience
Iris Bikel, Attorney at Law April 2009 - Present
Custom Veils by Iris, Inc. September 2008 - Present
JP Morgan Chase September 2007 - September 2008
Skills
Estate Planning, Elder Law, Trusts, Real Estate Transactions, Insurance, Mortgage Lending, Bankruptcy, Mediation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
JD, Law
Iris Bikel, Attorney at Law April 2009 - Present
Custom Veils by Iris, Inc. September 2008 - Present
JP Morgan Chase September 2007 - September 2008
Skills
Estate Planning, Elder Law, Trusts, Real Estate Transactions, Insurance, Mortgage Lending, Bankruptcy, Mediation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1993
JD, Law
Vincent Coward's JP Morgan Chase Experience 1987 - 2000
Job Experienced Financial Services Banking Professional
Industry Financial Services
Experience
Citigroup 2000 - 2009
JP Morgan Chase 1987 - 2000
JP Morgan Chase 1997 - 1999
Skills
Internal Controls, Finance, Risk Management, Accounting, Auditing
Education
Rider University 2013 — 2014
Master of Accountancy, Accounting
City University of New York-Baruch College
Bachelor of Business Administration, Accounting
Citigroup 2000 - 2009
JP Morgan Chase 1987 - 2000
JP Morgan Chase 1997 - 1999
Skills
Internal Controls, Finance, Risk Management, Accounting, Auditing
Education
Rider University 2013 — 2014
Master of Accountancy, Accounting
City University of New York-Baruch College
Bachelor of Business Administration, Accounting
Shelly Liang's JP Morgan Chase Experience
Job Finance Summer Intern at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Accounting
JP Morgan Chase
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Accounting
Joel North, Jr's JP Morgan Chase Experience September 2005 - June 2007
Job Deputy Director; City of Houston; Department of Housing and Community Development
Industry Government Administration
Experience
City of Houston Department of Housing and Community Development September 2014 - Present
City of Houston June 2007 - April 2012
JP Morgan Chase September 2005 - June 2007
Skills
Portfolio Management, Team Building, Nonprofits, Strategic Planning, Government, Financial Analysis, Public Speaking, Commercial Banking, Budgets, Leadership, Risk Management, Loans
Education
Baylor University 1984 — 1988
BBA, Finance
Baylor University - Hankamer School of Business 1984 — 1988
BBA, Finance
City of Houston Department of Housing and Community Development September 2014 - Present
City of Houston June 2007 - April 2012
JP Morgan Chase September 2005 - June 2007
Skills
Portfolio Management, Team Building, Nonprofits, Strategic Planning, Government, Financial Analysis, Public Speaking, Commercial Banking, Budgets, Leadership, Risk Management, Loans
Education
Baylor University 1984 — 1988
BBA, Finance
Baylor University - Hankamer School of Business 1984 — 1988
BBA, Finance
Sam Nisimov's JP Morgan Chase Experience September 2009 - January 2011
Job Product Control Analyst at Nomura Securities
Industry Financial Services
Experience
Nomura Securities February 2011 - Present
JP Morgan Chase September 2009 - January 2011
Merrill Lynch July 2008 - September 2009
Skills
Bloomberg, Equities, Series 7, Series 63, Microsoft Excel, Pivot Tables, US GAAP, Derivatives, Fixed Income, Valuation
Education
Baruch College 2011 — 2015
MBA, Accounting and Finance
Pace University 2005 — 2009
BBA, Finance and Information Systems
Nomura Securities February 2011 - Present
JP Morgan Chase September 2009 - January 2011
Merrill Lynch July 2008 - September 2009
Skills
Bloomberg, Equities, Series 7, Series 63, Microsoft Excel, Pivot Tables, US GAAP, Derivatives, Fixed Income, Valuation
Education
Baruch College 2011 — 2015
MBA, Accounting and Finance
Pace University 2005 — 2009
BBA, Finance and Information Systems
Edwin Amonoo's JP Morgan Chase Experience June 2008 - Present
Job Risk Manager, Equity Proprietary Trading JP Morgan
Industry Banking
Experience
JP Morgan Chase June 2008 - Present
Charles River Associates 2004 - 2006
Education
Princeton University
Master of Finance
Bates College
BSc (Hons), Economics, Mathematics
Presec
JP Morgan Chase June 2008 - Present
Charles River Associates 2004 - 2006
Education
Princeton University
Master of Finance
Bates College
BSc (Hons), Economics, Mathematics
Presec
Wanda Santiago-Torres's JP Morgan Chase Experience April 1975 - April 2001
Job Independent Senior Beauty Consultant with Mary Kay Cosmetics, Lithia, Florida
Industry Cosmetics
Experience
Mary Kay Cosmetics March 2009 - Present
JP Morgan Chase April 1975 - April 2001
jp morgan chase April 1975 - April 2001
Skills
Fragrance, Cosmetics, Product Management, Beauty Industry, Gift Baskets, Process Improvement, Skin Care, Skin Care Products, Management, Customer Service, Product Development, Training, Project Management, Retail, Gifts, Glamour, Merchandising, Acne, Home Based Business, Microdermabrasion, Marketing, Sales, Spa, Skin, Makeovers, Makeup Artistry, Hair Care, Artistry, Parties, Personal Shopping, Personal Care, Event Planning
Education
Baruch College, City University of New York (CUNY) 1976 — 1979
BBA, International Marketing
St. Michael's Academy 1970 — 1974
Mary Kay Cosmetics March 2009 - Present
JP Morgan Chase April 1975 - April 2001
jp morgan chase April 1975 - April 2001
Skills
Fragrance, Cosmetics, Product Management, Beauty Industry, Gift Baskets, Process Improvement, Skin Care, Skin Care Products, Management, Customer Service, Product Development, Training, Project Management, Retail, Gifts, Glamour, Merchandising, Acne, Home Based Business, Microdermabrasion, Marketing, Sales, Spa, Skin, Makeovers, Makeup Artistry, Hair Care, Artistry, Parties, Personal Shopping, Personal Care, Event Planning
Education
Baruch College, City University of New York (CUNY) 1976 — 1979
BBA, International Marketing
St. Michael's Academy 1970 — 1974
Christian Catalan's JP Morgan Chase Experience June 2010 - Present
Job Tech Production Engineer I at JP Morgan Chase
Industry Information Technology and Services
Experience
JP Morgan Chase June 2010 - Present
JPMorgan Chase November 2001 - December 2009
IBM Global Services September 1998 - November 2001
Bank One July 1996 - September 1998
Skills
JCL, Disaster Recovery, TSO, Mainframe, CICS, Endeavor
Education
Ohio Dominican University 1984 — 1985
Communications
Belmont Abbey College 1982 — 1984
n/a, Business
JP Morgan Chase June 2010 - Present
JPMorgan Chase November 2001 - December 2009
IBM Global Services September 1998 - November 2001
Bank One July 1996 - September 1998
Skills
JCL, Disaster Recovery, TSO, Mainframe, CICS, Endeavor
Education
Ohio Dominican University 1984 — 1985
Communications
Belmont Abbey College 1982 — 1984
n/a, Business
Nicole Fleary's JP Morgan Chase Experience December 2003 - December 2004
Job Account Manager Insurance Benefits Professional
Industry Insurance
Experience
Benefits Advisory Service September 2010 - July 2011
First Unum Life Insurance Company June 2005 - December 2009
JP Morgan Chase December 2003 - December 2004
First Fortis Life Insurance Company December 2002 - December 2003
Frank Crystal & Co., Inc. August 1999 - December 2002
The Kooper Group March 1998 - August 1999
Empire Blue Cross & Blue Shield June 1990 - March 1998
Education
Baruch College, City University of New York (CUNY) 1985 — 1990
BBA, Maketing Management
Benefits Advisory Service September 2010 - July 2011
First Unum Life Insurance Company June 2005 - December 2009
JP Morgan Chase December 2003 - December 2004
First Fortis Life Insurance Company December 2002 - December 2003
Frank Crystal & Co., Inc. August 1999 - December 2002
The Kooper Group March 1998 - August 1999
Empire Blue Cross & Blue Shield June 1990 - March 1998
Education
Baruch College, City University of New York (CUNY) 1985 — 1990
BBA, Maketing Management
Susan Niederman's JP Morgan Chase Experience February 2006 - January 2010
Job Happily retired at Home
Industry Financial Services
Experience
JP Morgan Chase February 2006 - January 2010
The Guardian Life Insurance Co November 1994 - July 2003
The Bank of New York April 1982 - November 1994
Education
City University of New York-Baruch College
MBA, Computer Information Systems
University of Pennsylvania 1975 — 1979
BA, Psychology
JP Morgan Chase February 2006 - January 2010
The Guardian Life Insurance Co November 1994 - July 2003
The Bank of New York April 1982 - November 1994
Education
City University of New York-Baruch College
MBA, Computer Information Systems
University of Pennsylvania 1975 — 1979
BA, Psychology
Miriam Reynoso's JP Morgan Chase Experience July 2003 - August 2003
Job Relationship Banker
Industry Higher Education
Experience
JP Morgan Chase Bank, N.A May 2011 - Present
Merril Lynch June 2008 - August 2008
College Newman Library November 2005 - May 2008
Avon Company January 2007 - February 2008
Enterprise: Fantasy Gifts September 2002 - June 2004
Baruch College Technology Lab 2004 - 2004
JP Morgan Chase July 2003 - August 2003
Skills
Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Access, Microsoft Word, Accounts Payable, Accounting, Finance, Account Reconciliation, Spanish, Spreadsheets, Banking, Marketing
Education
BARUCH COLLEGE / City University of New York (CUNY) 2004 — 2010
Bachelor, Business Administration; Finance and Investments
Baruch College, City University of New York (CUNY) 2004 — 2010
BBA, FINANCE AND INVESTMENTS
JP Morgan Chase Bank, N.A May 2011 - Present
Merril Lynch June 2008 - August 2008
College Newman Library November 2005 - May 2008
Avon Company January 2007 - February 2008
Enterprise: Fantasy Gifts September 2002 - June 2004
Baruch College Technology Lab 2004 - 2004
JP Morgan Chase July 2003 - August 2003
Skills
Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Access, Microsoft Word, Accounts Payable, Accounting, Finance, Account Reconciliation, Spanish, Spreadsheets, Banking, Marketing
Education
BARUCH COLLEGE / City University of New York (CUNY) 2004 — 2010
Bachelor, Business Administration; Finance and Investments
Baruch College, City University of New York (CUNY) 2004 — 2010
BBA, FINANCE AND INVESTMENTS
Kelsie Tsang's JP Morgan Chase Experience June 2010 - September 2011
Job Salesperson at Nordstrom
Industry Banking
Experience
Nordstrom June 2014 - Present
Jaks Grill September 2013 - June 2014
AmericanWest Bank October 2012 - March 2014
JP Morgan Chase June 2010 - September 2011
Golf Club at Newcastle - The Calcutta Grill August 2007 - September 2009
Hollister Co. February 2007 - September 2007
Skills
Negotiation, Financial Analysis, Leadership, Management, Team Leadership, Time Management, Teamwork, Microsoft Word
Education
University of Washington 2010 — 2012
BA, Business Administration
Bellevue Community College 2007 — 2010
AAS, Business Administration and Management, General
Nordstrom June 2014 - Present
Jaks Grill September 2013 - June 2014
AmericanWest Bank October 2012 - March 2014
JP Morgan Chase June 2010 - September 2011
Golf Club at Newcastle - The Calcutta Grill August 2007 - September 2009
Hollister Co. February 2007 - September 2007
Skills
Negotiation, Financial Analysis, Leadership, Management, Team Leadership, Time Management, Teamwork, Microsoft Word
Education
University of Washington 2010 — 2012
BA, Business Administration
Bellevue Community College 2007 — 2010
AAS, Business Administration and Management, General
William Dillard, CIA's JP Morgan Chase Experience May 2006 - November 2008
Job Compliance Manager
Industry Financial Services
Experience
Bank of Oklahoma Financial Corp (contract) October 2014 - December 2014
Bank of America August 2010 - January 2014
Fannie Mae 2014 - 2014
UHY LLP 2014 - 2014
Ocwen Financial Corporation November 2008 - May 2010
JP Morgan Chase May 2006 - November 2008
KPMG August 2005 - April 2006
Alliance Data August 1998 - August 2005
Principal Financial Securities (subsidiary of Principal Financial Group) March 1995 - February 1998
Bank of America - formerly NationsBank December 1993 - February 1995
Skills
Internal Audit, Sarbanes-Oxley Act, Financial Modeling, Risk Management, Risk Assessment, Financial Regulation, Compliance Regulations, SOX Compliancy, Mortgage Servicing, Loan Origination, Investment Brokerage, Data Analysis, Report Writing, Crystal Reports, Enterprise Risk..., RESPA, HMDA, ECOA, Dodd-Frank, Truth-In-Lending, Fair Debt Collections..., Gramm-Leach-Bliley, Fair Housing Act, Real Estate Lending &..., Anti-Tying Act, Making Home Affordable, Servicemembers Civil..., Flood Disaster..., ADA compliance, OCC Advisory Letters, Anti-Money Laundering, Bank Secrecy, FACT Act, Federal Bankruptcy Code, Homeownership..., Homeowners Protection..., Unfair or Deceptive..., Regulation E, Fair Credit Reporting..., Consumer Financial..., Microsoft Excel, Microsoft Word, microsof, Visio, Access, Financial Risk, Internal Controls, Auditing, Finance, Process Improvement
Education
Baylor University 1988 — 1992
B.B.A, Accounting (major) Information Systems (minor)
Bank of Oklahoma Financial Corp (contract) October 2014 - December 2014
Bank of America August 2010 - January 2014
Fannie Mae 2014 - 2014
UHY LLP 2014 - 2014
Ocwen Financial Corporation November 2008 - May 2010
JP Morgan Chase May 2006 - November 2008
KPMG August 2005 - April 2006
Alliance Data August 1998 - August 2005
Principal Financial Securities (subsidiary of Principal Financial Group) March 1995 - February 1998
Bank of America - formerly NationsBank December 1993 - February 1995
Skills
Internal Audit, Sarbanes-Oxley Act, Financial Modeling, Risk Management, Risk Assessment, Financial Regulation, Compliance Regulations, SOX Compliancy, Mortgage Servicing, Loan Origination, Investment Brokerage, Data Analysis, Report Writing, Crystal Reports, Enterprise Risk..., RESPA, HMDA, ECOA, Dodd-Frank, Truth-In-Lending, Fair Debt Collections..., Gramm-Leach-Bliley, Fair Housing Act, Real Estate Lending &..., Anti-Tying Act, Making Home Affordable, Servicemembers Civil..., Flood Disaster..., ADA compliance, OCC Advisory Letters, Anti-Money Laundering, Bank Secrecy, FACT Act, Federal Bankruptcy Code, Homeownership..., Homeowners Protection..., Unfair or Deceptive..., Regulation E, Fair Credit Reporting..., Consumer Financial..., Microsoft Excel, Microsoft Word, microsof, Visio, Access, Financial Risk, Internal Controls, Auditing, Finance, Process Improvement
Education
Baylor University 1988 — 1992
B.B.A, Accounting (major) Information Systems (minor)
Onuma Kane's JP Morgan Chase Experience June 2006 - June 2010
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
JPMorgan Chase July 2012 - May 2013
JPMorgan Chase July 2010 - July 2012
JP Morgan Chase June 2006 - June 2010
JP Morgan Chase February 2004 - June 2006
JPMorgan Chase August 2000 - January 2004
PIMCO December 1997 - August 2000
Citiscape Corporation October 1996 - December 1997
McGraw-Hill Federal Credit Union November 1995 - October 1996
Skills
Risk Management, Financial Risk, Fixed Income, Process Improvement, Banking, Finance, Equities, Analysis, Project Planning, Financial Analysis, Investment Banking, Financial Services, Derivatives, Management, Mutual Funds
Education
Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase May 2013 - Present
JPMorgan Chase July 2012 - May 2013
JPMorgan Chase July 2010 - July 2012
JP Morgan Chase June 2006 - June 2010
JP Morgan Chase February 2004 - June 2006
JPMorgan Chase August 2000 - January 2004
PIMCO December 1997 - August 2000
Citiscape Corporation October 1996 - December 1997
McGraw-Hill Federal Credit Union November 1995 - October 1996
Skills
Risk Management, Financial Risk, Fixed Income, Process Improvement, Banking, Finance, Equities, Analysis, Project Planning, Financial Analysis, Investment Banking, Financial Services, Derivatives, Management, Mutual Funds
Education
Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Migdalia Ramos's JP Morgan Chase Experience March 1979 - June 2006
Job RELATIONSHIP BANKER at CAPITALONE BANK
Industry Banking
Experience
CAPITALONE BANK June 2008 - June 2010
JP Morgan Chase March 1979 - June 2006
Education
Baruch College, City University of New York (CUNY) 1974 — 1976
ACCOUNTANT
CAPITALONE BANK June 2008 - June 2010
JP Morgan Chase March 1979 - June 2006
Education
Baruch College, City University of New York (CUNY) 1974 — 1976
ACCOUNTANT
Victoria Moran's JP Morgan Chase Experience October 2010 - April 2011
Job Financial Sr. Analyst
Industry Financial Services
Experience
BAE Systems June 2012 - Present
BAE Systems January 2012 - June 2012
Central School District January 2007 - May 2011
JP Morgan Chase October 2010 - April 2011
Kelly Services January 2009 - October 2010
Windsor Central School District January 2007 - October 2010
The Home Depot December 2003 - October 2006
The Home Depot, Johnson December 2003 - October 2006
Hampton Inn Hotel January 1999 - January 2001
Education
Strayer University 2007 — 2009
Masters, Business Administration - Management
Strayer University 2007 — 2009
Masters, Business Administration
Benedictine University 1993 — 1996
Bachelors, Sport Management
BAE Systems June 2012 - Present
BAE Systems January 2012 - June 2012
Central School District January 2007 - May 2011
JP Morgan Chase October 2010 - April 2011
Kelly Services January 2009 - October 2010
Windsor Central School District January 2007 - October 2010
The Home Depot December 2003 - October 2006
The Home Depot, Johnson December 2003 - October 2006
Hampton Inn Hotel January 1999 - January 2001
Education
Strayer University 2007 — 2009
Masters, Business Administration - Management
Strayer University 2007 — 2009
Masters, Business Administration
Benedictine University 1993 — 1996
Bachelors, Sport Management
Michael Wosk's JP Morgan Chase Experience January 2007 - November 2007
Job Vice President, Owner, Strategic Executive Officer at C&W Direct Inc.
Industry Food & Beverages
Experience
C&W Direct Inc. September 2011 - Present
Distrimax Supply and Kosher.com November 2008 - September 2011
HSBC November 2007 - November 2008
JP Morgan Chase January 2007 - November 2007
Regent Baby Products Inc April 2003 - January 2007
Skills
Marketing Strategy, Sales, Project Management, Marketing, CRM, Leadership, Customer Service, Online Advertising, Blogging, Budgets
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Finance / Investments
C&W Direct Inc. September 2011 - Present
Distrimax Supply and Kosher.com November 2008 - September 2011
HSBC November 2007 - November 2008
JP Morgan Chase January 2007 - November 2007
Regent Baby Products Inc April 2003 - January 2007
Skills
Marketing Strategy, Sales, Project Management, Marketing, CRM, Leadership, Customer Service, Online Advertising, Blogging, Budgets
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
BBA, Finance / Investments
Leon Terrano's JP Morgan Chase Experience 1984 - 2004
Job Managing Member at Green Street Partners LLC
Industry Investment Banking
Experience
Green Street Partners LLC Senior Vice PresidentIDB Bank2007 - 2010
JP Morgan Chase 1984 - 2004
Skills
Credit Analysis, Asset Based Lending, Investment Banking, Valuation, Corporate Finance, Capital Markets, Financial Modeling, Banking, Financial Structuring, Portfolio Management, Loans, Commercial Banking, Leadership
Education
The Graduate Center, City University of New York 1979 — 1981
MA, Political Science
Baruch College, City University of New York (CUNY)
MBA, International Finance
Green Street Partners LLC Senior Vice PresidentIDB Bank2007 - 2010
JP Morgan Chase 1984 - 2004
Skills
Credit Analysis, Asset Based Lending, Investment Banking, Valuation, Corporate Finance, Capital Markets, Financial Modeling, Banking, Financial Structuring, Portfolio Management, Loans, Commercial Banking, Leadership
Education
The Graduate Center, City University of New York 1979 — 1981
MA, Political Science
Baruch College, City University of New York (CUNY)
MBA, International Finance
Thasunda Brown Duckett's JP Morgan Chase Experience January 2008 - February 2012
Job CEO Chase Auto Finance at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 2013 - Present
JPMorgan Chase March 2012 - February 2013
JP Morgan Chase January 2008 - February 2012
Chase 2004 - 2008
Fannie Mae 1996 - 2004
Skills
Loan Origination, Mortgage Lending, Loans, Credit, Mortgage Banking, Banking, Residential Mortgages, Credit Analysis, FHA, Sales, USDA, Capital Markets, Commercial Lending, Consumer Lending, Credit Risk, Finance, Leadership, Management, Portfolio Management, Real Estate, Refinance, Risk Management, Underwriting
Education
Baylor University - Hankamer School of Business 1999 — 2001
Master of Business Administration (MBA)
University of Houston 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Marketing
JPMorgan Chase March 2013 - Present
JPMorgan Chase March 2012 - February 2013
JP Morgan Chase January 2008 - February 2012
Chase 2004 - 2008
Fannie Mae 1996 - 2004
Skills
Loan Origination, Mortgage Lending, Loans, Credit, Mortgage Banking, Banking, Residential Mortgages, Credit Analysis, FHA, Sales, USDA, Capital Markets, Commercial Lending, Consumer Lending, Credit Risk, Finance, Leadership, Management, Portfolio Management, Real Estate, Refinance, Risk Management, Underwriting
Education
Baylor University - Hankamer School of Business 1999 — 2001
Master of Business Administration (MBA)
University of Houston 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Jeb Hutton's JP Morgan Chase Experience May 2001 - May 2002
Job Consultant at Andrea Gerber Consulting
Industry Financial Services
Experience
Andrea Gerber Consulting July 2011 - Present
HLH Partners, LLC August 2010 - June 2012
S-1 Venture Partners May 2006 - June 2010
UHY Advisors August 2002 - May 2005
JP Morgan Chase May 2001 - May 2002
Arthur Andersen October 1997 - June 1999
Skills
Financial Analysis, Due Diligence, Financial Modeling, Accounting, Investments, Business Planning, Valuation, Finance, Strategic Planning, Corporate Finance, Mergers & Acquisitions, Mergers
Education
Rice University - Jesse H. Jones Graduate School of Management 2000 — 2002
MBA, Finance
Houston Baptist University 1995 — 1996
B.B.A., Finance
Baylor University 1991 — 1995
Finance
Second Baptist
Andrea Gerber Consulting July 2011 - Present
HLH Partners, LLC August 2010 - June 2012
S-1 Venture Partners May 2006 - June 2010
UHY Advisors August 2002 - May 2005
JP Morgan Chase May 2001 - May 2002
Arthur Andersen October 1997 - June 1999
Skills
Financial Analysis, Due Diligence, Financial Modeling, Accounting, Investments, Business Planning, Valuation, Finance, Strategic Planning, Corporate Finance, Mergers & Acquisitions, Mergers
Education
Rice University - Jesse H. Jones Graduate School of Management 2000 — 2002
MBA, Finance
Houston Baptist University 1995 — 1996
B.B.A., Finance
Baylor University 1991 — 1995
Finance
Second Baptist
Joni Freeman's JP Morgan Chase Experience June 1982 - Present
Job Executive Director at J.P. Morgan
Industry Banking
Experience
JP Morgan Chase June 1982 - Present
Skills
Product Management, Treasury Management, Treasury Services
Education
Baylor University - Hankamer School of Business 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
JP Morgan Chase June 1982 - Present
Skills
Product Management, Treasury Management, Treasury Services
Education
Baylor University - Hankamer School of Business 1978 — 1982
Bachelor of Business Administration (BBA), Finance, General
Riley (Rogers) Greer's JP Morgan Chase Experience March 2011 - Present
Job Corporate Client Banking Technology Associate
Industry Financial Services
Experience
JP Morgan Chase March 2011 - Present
Ernst & Young August 2008 - March 2011
Skills
SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Financial Reporting, Financial Modeling, Internal Controls, Auditing, Accounting, Due Diligence, Valuation, External Audit
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2008
Masters, Accounting
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Accounting
JP Morgan Chase March 2011 - Present
Ernst & Young August 2008 - March 2011
Skills
SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Financial Reporting, Financial Modeling, Internal Controls, Auditing, Accounting, Due Diligence, Valuation, External Audit
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2008
Masters, Accounting
Baylor University - Hankamer School of Business 2003 — 2007
BBA, Accounting
Stephen Violago's JP Morgan Chase Experience March 2011 - March 2011
Job FICC Sales & Trading at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
Goldman Sachs January 2012 - June 2015
Starr Career Development Center March 2010 - August 2012
Financial Leadership Program June 2011 - May 2012
J.P. Morgan November 2011 - December 2011
Verizon January 2011 - December 2011
J.P. Morgan October 2011 - November 2011
Verizon Investment Management Corporation May 2011 - August 2011
TopStepTrader - Patak Trading Partners March 2011 - June 2011
JP Morgan Chase March 2011 - March 2011
Skills
Derivatives, Financial Modeling, Microsoft Excel, Finance, Bloomberg Terminal, Microsoft Office, Analysis, VBA, Equities, Commodity, Securities, Access, Market Risk, Windows 7, Mortgage Sales & Trading, Structured Products, Reuters, Photoshop, XP, Factset, Acoustic Guitar, Cello, Excel, Microsoft Access..., Adobe Photoshop, Windows XP Professional, Java Applets, Microsoft Visio, Microsoft Visual Studio..., T4 Algorithmic Trading..., Intex Desktop, SAS Programming, PowerPoint, Bloomberg
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration, Statistics & Quantitative Modeling
Goldman Sachs June 2015 - Present
Goldman Sachs January 2012 - June 2015
Starr Career Development Center March 2010 - August 2012
Financial Leadership Program June 2011 - May 2012
J.P. Morgan November 2011 - December 2011
Verizon January 2011 - December 2011
J.P. Morgan October 2011 - November 2011
Verizon Investment Management Corporation May 2011 - August 2011
TopStepTrader - Patak Trading Partners March 2011 - June 2011
JP Morgan Chase March 2011 - March 2011
Skills
Derivatives, Financial Modeling, Microsoft Excel, Finance, Bloomberg Terminal, Microsoft Office, Analysis, VBA, Equities, Commodity, Securities, Access, Market Risk, Windows 7, Mortgage Sales & Trading, Structured Products, Reuters, Photoshop, XP, Factset, Acoustic Guitar, Cello, Excel, Microsoft Access..., Adobe Photoshop, Windows XP Professional, Java Applets, Microsoft Visio, Microsoft Visual Studio..., T4 Algorithmic Trading..., Intex Desktop, SAS Programming, PowerPoint, Bloomberg
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration, Statistics & Quantitative Modeling
Sean Gadson's JP Morgan Chase Experience August 2010 - February 2013
Job Associate Engineer at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2013 - Present
JP Morgan Chase August 2010 - February 2013
Skills
Integration, Analysis, Enterprise Architecture, Visio, Microsoft Office, ITIL, Leadership, Development Projects, Personal Training, Troubleshooting, Project Planning, Test Planning, Business Analysis, SQL, Process Improvement, PowerPoint, VMware, MS Project, Testing, Requirements Analysis, Public Speaking, Quality Assurance, XML, IT Strategy, SharePoint, Virtualization, Databases, Infrastructure, Microsoft SQL Server, Requirements Gathering, Windows, Linux, Project Management, Solution Architecture, SOA, AIX, Cloud Computing, Software Documentation, Architecture
Education
Benedict College 2006 — 2010
Physicis, Theoretical and Mathematical Physics, 3.7
JPMorgan Chase February 2013 - Present
JP Morgan Chase August 2010 - February 2013
Skills
Integration, Analysis, Enterprise Architecture, Visio, Microsoft Office, ITIL, Leadership, Development Projects, Personal Training, Troubleshooting, Project Planning, Test Planning, Business Analysis, SQL, Process Improvement, PowerPoint, VMware, MS Project, Testing, Requirements Analysis, Public Speaking, Quality Assurance, XML, IT Strategy, SharePoint, Virtualization, Databases, Infrastructure, Microsoft SQL Server, Requirements Gathering, Windows, Linux, Project Management, Solution Architecture, SOA, AIX, Cloud Computing, Software Documentation, Architecture
Education
Benedict College 2006 — 2010
Physicis, Theoretical and Mathematical Physics, 3.7
Valun Chum's JP Morgan Chase Experience
Job Asst Vice President Asst Branch Mgr Sales at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
B.A, Business management
JP Morgan Chase
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
B.A, Business management
Liling Pan's JP Morgan Chase Experience 2010 - 2012
Job Capital One Bank
Industry Financial Services
Experience
Capital One March 2012 - Present
JP Morgan Chase 2010 - 2012
Education
Baruch College 2008 — 2013
Bachelor, finance, 3.2
Capital One March 2012 - Present
JP Morgan Chase 2010 - 2012
Education
Baruch College 2008 — 2013
Bachelor, finance, 3.2
Meldon Thorpe's JP Morgan Chase Experience October 2011 - March 2013
Job Research Analyst at JP Morgan Chase
Industry Research
Experience
JP Morgan Chase October 2011 - March 2013
TSA June 2007 - October 2011
Capital One January 2007 - June 2007
Target June 2004 - January 2007
Skills
Data Analysis, Analysis, Risk Management, Statistics, Business Analysis, Microsoft Excel, Analytics, Finance, Economics, Process Improvement, PowerPoint, Project Management, Asset Managment, Market Research
Education
Kaplan University 2010 — 2014
Masters, Finance
Baruch College 2002 — 2007
Bachelor of Business Administration, Operations Management
JP Morgan Chase October 2011 - March 2013
TSA June 2007 - October 2011
Capital One January 2007 - June 2007
Target June 2004 - January 2007
Skills
Data Analysis, Analysis, Risk Management, Statistics, Business Analysis, Microsoft Excel, Analytics, Finance, Economics, Process Improvement, PowerPoint, Project Management, Asset Managment, Market Research
Education
Kaplan University 2010 — 2014
Masters, Finance
Baruch College 2002 — 2007
Bachelor of Business Administration, Operations Management
Hubert Boateng's JP Morgan Chase Experience 2010 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan Chase 2010 - 2012
Skills
Quickbooks, HTML, Web Applications, Web Analytics, Web Development, Web 2.0
Education
Baylor University 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
JP Morgan Chase 2010 - 2012
Skills
Quickbooks, HTML, Web Applications, Web Analytics, Web Development, Web 2.0
Education
Baylor University 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
Rennie H. Williams's JP Morgan Chase Experience 2009 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan Chase 2009 - 2012
Waldbaum's Grocery Store March 2004 - January 2010
Skills
Customer Service..., Direct Sales, Cash Management, Staff Management, Customer Service, Microsoft Office, Driving License
Education
Baruch College 2004 — 2008
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
CUNY New York City College of Technology 2002 — 2004
Associate of Arts and Sciences (AAS), Accounting
JP Morgan Chase 2009 - 2012
Waldbaum's Grocery Store March 2004 - January 2010
Skills
Customer Service..., Direct Sales, Cash Management, Staff Management, Customer Service, Microsoft Office, Driving License
Education
Baruch College 2004 — 2008
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
CUNY New York City College of Technology 2002 — 2004
Associate of Arts and Sciences (AAS), Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
UBS
JPMorgan Chase & Co.