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
Castellan Real Estate Partners February 2015 - Present
Millstein & Co. July 2013 - February 2015
Goldman Sachs June 2012 - August 2012
du Pasquier & Co. July 2011 - January 2012
Massey Knakal Realty Services June 2011 - July 2011
JP Morgan Chase June 2010 - August 2010
Skills
Real Estate, Financial Modeling, Restructuring, Real Estate Development, Commercial Real Estate, Real Estate Transactions, Commercial Real Estate..., Multi-family Investment..., Financial restructuring, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM, Finance
Blackhawk Network August 2015 - Present
Ingo Money, Inc. December 2013 - August 2015
Visa December 2011 - January 2014
CardLab, Inc September 2007 - January 2013
FSV Payment Systems January 2010 - December 2011
PreCash January 2009 - January 2010
GiftCard.Com August 2006 - January 2009
Online Resources Corporation June 2005 - August 2006
JPMorgan Chase May 2003 - June 2005
JP Morgan Chase May 2003 - September 2003
Skills
Payments, Cards, Electronic Payments, Market Research, Payment Card Processing, Debit Cards, Product Strategies, Mobile Payments, Payment Systems, Management, E-payments, Strategic Partnerships, Credit Cards, Strategy, Project Management, Cash Management, Product Development, Product Management, Leadership, Loyalty Programs, Risk Management, Vendor Management, Banking, Marketing, Marketing Strategy, E-commerce, Executive Management, Financial Services, Start-ups, Transaction Processing, Sales, Merchant Services, Product Marketing, Relationship Management, ACH, Mobile Commerce, Acquiring, Competitive Analysis, Gift Cards, Customer Acquisition, P&L Management, Analytics, Finance, PCI DSS, Payment Gateways, CRM, Payment Industry, Segmentation, SaaS, Thought Leadership
Education
The University of Texas at San Antonio 2001 — 2003
EMBA, Business
The University of Texas at San Antonio 1989 — 1991
BA, Criminal Justice
Bank April 2012 - Present
Regions Bank October 2010 - April 2012
JP Morgan Chase January 2010 - April 2011
JPMorgan Chase 2007 - December 2009
Wells Fargo Bank September 2005 - March 2007
Wells Fargo Bank March 1996 - April 1999
Skills
Group 1 License, Notary Public, Beach Body Coach, NMLS Licensed, Mortgage Lending, Banking, Credit, Loans, Refinance, Consumer Lending, Finance, Business Development, Cash Management, Mortgage Banking, Lines Of Credit, Loan Origination, Recruiting, Small Business Lending, Sales, Follow Through, Networking, Commercial Banking, Commercial Lending, Credit Analysis, Cross Selling, Financial Services, Marketing, Small Business, CRM, Management, Relationship Management, Retail Banking, Customer Retention, Branch Management, Branch Banking, Sales Management, Underwriting, Portfolio Management, Residential Mortgages, Commercial Mortgages, Cold Calling, Credit Risk, SBA, Treasury Management, Leadership, Customer Service, Team Building
Education
University of North Texas 1990 — 1993
BS, Merchandising
The University of Texas at San Antonio 1989 — 1991
Marketing
Mcallen Memorial Highschool 1985 — 1989
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
PennyPop November 2013 - Present
6waves January 2013 - October 2013
6waves August 2012 - January 2013
Dallas IGDA November 2010 - December 2012
Zynga August 2011 - August 2012
Goozex, Inc. February 2010 - January 2012
Goozernation February 2010 - August 2011
BeefJack October 2010 - July 2011
Lone Star Credit Union December 2007 - September 2008
JP Morgan Chase August 2006 - November 2007
Skills
Social Media Marketing, Project Management, Community Management, Customer Service, Client Development, Video Games, Social Media, Microsoft Office, Facebook
Education
Thomas Edison State College 2009 — 2011
Business, Marketing
Thomas Edison State College
Wholesale One Mortgage Cooperative July 2014 - Present
Altisource February 2014 - July 2014
JPMorgan Chase May 2012 - February 2014
JP Morgan Chase May 2011 - February 2014
Envoy Mortgage March 2009 - May 2011
UBS Home Finance October 2005 - December 2007
Citifinancial Mortgage February 2004 - October 2005
Citimortgage November 2002 - February 2004
Citimortgage May 2000 - November 2002
Norwest Funding May 1996 - May 2000
Skills
Mortgage Banking, Leadership, Military, Strategy, Risk Management, Strategic Partnerships, Mortgage Lending, Business Development, Salesforce.com, Management, Sales Management, Loans, Strategic Planning, Loan Origination, Banking, New Business Development, Credit, Portfolio Management, Underwriting, Financial Risk, Residential Mortgages, Program Management
Education
United States Naval Academy 1979 — 1983
BS, History
University of Denver 1988 — 1991
MS, Systems Management
Home July 2012 - Present
JP Morgan Chase February 2012 - July 2012
Sterling Bank – A division of Comerica Bank October 2010 - January 2012
Skills
Credit Risk, Loans, Credit, Consumer Lending, Loan Origination, Lines Of Credit, Banking, Mortgage Lending, Underwriting, Cross Selling, Home Equity Loans, Call Centers, Customer Service, Home Equity Lines of..., Commercial Lending
Education
No. Hollywood High
Rio Hondo College
United Education Institute-Huntington Park Campus
Certified, Medical Assistant
Slalom Consulting July 2015 - Present
Slalom Consulting November 2014 - July 2015
Richard, Wayne & Roberts March 2014 - November 2014
JP Morgan Chase August 2010 - March 2014
LMG Finance April 2008 - September 2008
Skills
Finance, Credit, Relationship Management, Credit Analysis, Loans, Banking, Cross Selling, Mortgage Lending, Consumer Lending, Financial Services, Project Management, Technical Recruiting, Commercial Banking, Retail Banking, Credit Risk, Small Business Lending, CRM, Sourcing, Business Intelligence, Sales
Education
Thompson Rivers University 2006 — 2010
Bachelors of Business Admin, Finance
Bainbridge High School 2002 — 2006
Highschool Diploma
Bank of America January 2014 - Present
JP Morgan Chase September 2007 - August 2013
Recall North America May 2007 - July 2007
Elmhurst Lincoln Mercury Inc. July 1994 - April 2007
Skills
Sales, CRM, Loans, Marketing, Investments, Banking, Credit, Customer Retention, Hospitality, Consumer Lending, Customer Satisfaction, Customer Service, Series 63, Small Business Lending, Financial Services, Training, Mortgage Banking, Cross Selling, Lines Of Credit, Mortgage Lending, Loan Origination
Education
Triton-College 1999 — 2003
Hospitality and Tourism
Triton-College
Wells Fargo Home Mortgage June 2013 - Present
Wells Fargo Home Mortgage August 2012 - June 2013
Wells Fargo Home Mortgage August 2011 - August 2012
Wells Fargo Home Mortgage July 2011 - August 2011
Wells Fargo Home Mortgage August 2010 - July 2011
JP Morgan Chase November 2009 - August 2010
Wells Fargo Financial May 2008 - October 2008
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Planning, Financial Forecasting, Data Driven Testing, Security Analysis, Financial Risk, Business Development, Research, Risk Management, Finance, Credit, Underwriting, Banking, Credit Analysis, Access, Mortgage Underwriting, LPS, IAM, Financial Statement..., Customer Service, Customer Satisfaction, Customer Insight, Customer Retention, Home Retention, Web Query, Leadership, Analysis, Management
Education
The University of Texas at San Antonio 2006 — 2007
Bachelor of Business Administration, Finance
San Antonio College 2002 — 2005
Psychology/Criminal Justice
James Madison High School 1998 — 2002
Diploma, General
Wells Fargo February 2015 - Present
JP Morgan Chase May 2008 - February 2015
Bexar County Medical Examiner's Office December 2007 - May 2008
Bexar County District Attorney's Office February 2005 - December 2007
Skills
Securities, Loans, AML, Banking, KYC, Risk Management, Financial Risk, Operational Risk, OFAC, Bank Secrecy Act, Fraud, Operational Risk..., USA PATRIOT Act, Retail Banking, Financial Institutions, Anti Money Laundering
Education
The University of Texas at San Antonio
Bachelor of Arts (BA)
Bank of America October 2011 - Present
JP Morgan Chase July 2009 - July 2012
brinks August 2008 - July 2009
Bank of America April 2000 - August 2008
Bank of America April 2002 - January 2007
Bank of America April 2002 - January 2007
Skills
Banking, CRM, Business Development, Management, Loans, Investments, Team Management, Coaching, Customer Service, Small Business, Credit, Mortgage Lending, Retail Banking, Consumer Lending, Risk Management, Mortgage Banking, Commercial Banking, Credit Analysis, Portfolio Management, Small Business Lending
Education
Troy University 1992 — 1996
M.S., Criminal Justice Administration
JPMorgan Chase 1999 - May 2000
JP Morgan Chase September 1992 - March 1999
Vanderbilt University September 1991 - June 1992
Credit Suisse First Boston September 1989 - June 1991
Skills
Equities, Investments, Wealth Management, Public Speaking, Financial Analysis, Social Media, Customer Service
Education
The University of Chicago 1985 — 1989
Bachelor’s Degree, Economics and French Literature
The University of Chicago 1985 — 1989
Bachelor’s Degree
Tulane University
wilton high school
wke forest
First Niagara Bank July 2013 - Present
JP Morgan Chase August 2005 - June 2013
Skills
Commercial Lending, Loans, Commercial Mortgages, Mergers & Acquisitions, Banking, Credit, Treasury Management, Small Business Lending, Cash Management, Portfolio Management, Commercial Banking, Credit Risk, Asset Based Lending, Lines Of Credit, Credit Analysis, Finance, Mortgage Lending, Financial Analysis, Loan Origination, Consumer Lending
Education
The University of Texas at El Paso 1988 — 1992
United States Marine Corps 1984 — 1988
Corporal
JPMorgan Securities April 2014 - Present
JPMorgan Securities June 2013 - April 2014
JP Morgan Chase October 2011 - June 2013
JPMorgan Chase November 2010 - October 2011
Education
The University of Texas at San Antonio 2005 — 2010
B.B.A., Finance, Real Estate Development & Finance
Bonduelle October 2014 - Present
Verizon Wireless November 2004 - October 2014
JP Morgan Chase December 2001 - November 2004
Skills
Microsoft Word, Microsoft Office, Budgets, PowerPoint, Outlook, Music, Accounting, Customer Service, English, Strategic Planning, Windows, Financial Reporting, Research, Financial Analysis, Financial Accounting, Accounts Payable, Auditing, QuickBooks, Account Reconciliation, Invoicing, Microsoft Excel, Teaching
Education
Tompkins Cortland Community College 1993 — 1995
Associate's degree, Accounting, 3.52
Children's Medical Center August 2014 - Present
Children's Medical Center August 2013 - July 2014
JP Morgan Chase September 2011 - July 2013
Children's Medical Center August 2010 - September 2011
MDI October 2008 - August 2010
Skills
Healthcare Management, Customer Service, Microsoft Office, Bilingual, Leadership, Sales, Healthcare, Team Building, Microsoft Excel, Data Analysis, Outlook, Hospitals, Training, HIPAA, Management, Process Improvement, PowerPoint
Education
The University of Texas at San Antonio 2004 — 2005
Bachelor of Science (B.S.), Biology
University of North Texas 2000 — 2004
Madison International Realty November 2013 - Present
UBS July 2013 - October 2013
Student Agencies, Inc. May 2010 - May 2013
UBS June 2012 - August 2012
JP Morgan Chase June 2011 - August 2011
Ivy Insiders March 2010 - September 2010
Education
Cornell University 2009 — 2013
Bachelor of Arts
University College London, U. of London 2012 — 2012
Junior Year Semester Abroad
Bronx High School of Science 2005 — 2009
High School Diploma
JP Morgan Chase October 2011 - Present
Bank of America April 2007 - September 2011
Skills
Banking, Consumer Lending, Credit, Insurance, Loans, Retail Banking, Small Business Lending, Lines Of Credit, Mortgage Lending, Branch Management, Credit Analysis, Commercial Banking, Commercial Lending
Education
Towson University
Bachelors of Science, Sociology
JPMORGAN Chase Bank N.A August 2014 - Present
JPMorgan Chase December 2011 - Present
JP Morgan Chase November 2008 - Present
JPMorgan Chase Bank N. A April 2013 - July 2014
NCR Colombia October 1997 - July 2001
NCR Corporation 1997 - 2001
Meals de Colombia February 1997 - October 1997
Education
Inalde 2000 — 2000
Specialist in Management Entrepreneur, Business Administration and Management, General
Universidad de Los Andes 1992 — 1997
Bachelor, Psychology
J.P. Morgan December 2009 - Present
JP Morgan June 2006 - December 2009
JP Morgan September 2002 - June 2006
JP Morgan Chase September 1999 - June 2003
Skills
Investment Banking, Settlements, Equities, FX, Back Office, Program Management
Education
UCL 1995 — 1996
MSc, Information Technology
UCL 1992 — 1995
BSc, Chemistry
Whole Foods Market April 2012 - April 2014
Borders Group Inc February 1993 - July 2011
Citicorp POS 1990 - 1992
JP Morgan Chase 1984 - 1989
Skills
Unix, SDLC, Testing, Databases, Business Analysis, Oracle, SQL, DB2, Enterprise Software, Vendor Management, Requirements Analysis, Analysis, Process Improvement, Project Management, Management, Leadership, Integration, Business Requirements, Software Development, Software Project..., SharePoint
Education
Saint John's University
BS, Computer Science
Tulane University
Computer Science
TIAA-CREF July 2012 - Present
Traci Lynn Fashion Jewelry 2012 - Present
Merrill Lynch October 2010 - December 2012
Technology Concepts Group Int'l. January 2009 - August 2010
JP Morgan Chase 2008 - 2009
Bear Stearns June 1985 - March 2008
Skills
Business Analysis, Project Management, Risk Management, Vendor Management, SDLC, Team Building, ITIL, Strategy, Disaster Recovery, System Administration, Leadership, CRM, Management, Troubleshooting, Executive Management, Process Improvement, Account Management, Governance, Active Directory, Microsoft Exchange, Real Estate, SharePoint, VMware Certified..., Integration, Access, Visio, Outsourcing, System Deployment, Business Process, Program Management, Change Management, Data Center, Project Portfolio..., Business Intelligence, Information Technology, Business Process..., PMP, Team Leadership, IT Management, PMO, IT Service Management, Software Documentation, IT Strategy, Requirements Analysis, Security, Software Project..., Enterprise Architecture, Software Development, IT Operations, Resource Management
Education
Kaizen Technologies
Microsoft
Sharepoint 2007 MCP
Technical Institute of America
Union County College
Vmware
Vmware Certified Profssional, VCP
Wall Street Project
HSBC July 2012 - Present
Financial Services Consultants August 2004 - January 2012
Resources Global Professionals August 2004 - October 2011
JP Morgan Chase January 1974 - May 2004
Skills
Compliance, Risk, Internal Controls, Policy, Privacy, AML, Compliance Management, Risk Management, Operational Risk..., Due Diligence, Capital Markets, Management Consulting, Corporate Governance, Process Improvement, Business Process..., Change Management, Banking, Risk Assessment, Operational Risk, Securities, Compliance Audits, Internal Audit, Operations Management, OFAC, Bank Secrecy Act, Treasury Services, Dodd Frank Testing, SARBOX, Regulatory Requirements, Bank Holding Company..., Financial Risk, Financial Analysis, Financial Services, Insurance, Enterprise Risk..., Finance, Sarbanes-Oxley, Retail Banking, Treasury Management, Accounting, Privacy Law, Quality Auditing, Sarbanes-Oxley Act, Information Security...
Education
Thomas Edison State College 1986 — 1990
BBS, Business Administration
Wharton School of Business 1985 — 1986
Certificate, Strategic Thinking & Management
Barclays Capital April 2011 - Present
Kforce Inc. August 2010 - April 2011
Spectra Energy August 2010 - February 2011
Heritage Texas Properties August 2009 - June 2010
Jefferies Randall & Dewey, Inc. June 2004 - December 2008
JP Morgan Chase March 2001 - April 2004
RSC Equipment Rental January 1997 - March 2001
Skills
Microsoft Office, Telephone Skills, General Office Duties, Postage Meter, Projectors, Test Director, Lotus Notes, Lotus 123, Quattro Pro, Outlook, WordPerfect, Dictation, Calendaring, SAP, Medical Transcription, Quickbooks, Peachtree, Quicken, Access, Office Management, QuickBooks, Wordperfect
Education
The University of Texas at El Paso 1987 — 1990
BBA, Accounting/Finance
University of Houston 1985 — 1987
Associates, Business
High School for the Performing & Visual Arts 1981 — 1985
Diploma, Vocal Music
SAPVAT LLC January 2007 - Present
MIAC - Mortgage Industry Advisory Corporation March 2006 - December 2006
JP Morgan Chase September 2003 - March 2006
Wells Fargo Home Mortgage January 2001 - August 2003
SAP December 1998 - August 2000
Thomson Reuters May 1997 - December 1998
Skills
Financial Services, Banking, Capital Markets, Risk Management, Portfolio Management, Treasury Management, Market Risk, Interest Rate Risk..., Equities, Fixed Income, Foreign Currency, Structured Products, Derivatives, FX Options, Agency MBS, Swaps, VaR, Valuation, Pricing, P&L, Visual Basic, SAS, SQL, SAP, QRM, Yield Book
Education
Thunderbird School of Global Management 1995 — 1995
Master of Business Administration (M.B.A.), International Finance
ConvergEx May 2015 - Present
JP Morgan Chase October 2012 - April 2015
Apex Clearing 2007 - 2012
UBS Financial Services 2007 - 2007
National Financial Services 2004 - 2007
Fidelity Active Trader Division 2000 - 2004
Fidelity Investments 1998 - 2000
Skills
Collateral Risk..., Market Risk Surveillance, Correspondent Clearing, OTC Equity Trading, Complex Option..., Broker-Dealer Operations, Portfolio Margin, VaR Analysis, Stress Testing, Reg T Lending, Equity Trading, Risk Management, Market Risk, VAR, Options Strategies, Equities, Margin, Investments, Trading, Securities, Capital Markets, Financial Risk, Operational Risk..., Hedge Funds, Fixed Income, Financial Markets, Options, Bloomberg, Portfolio Management, Financial Services, FX Options, Trading Systems, Mutual Funds, Settlement, Series 63, Electronic Trading
Education
Tufts University 1992 — 1996
Double Major, Economics and Political Science
Kirby April 2014 - Present
Kirby February 2013 - April 2014
Kirby March 2012 - February 2013
JP Morgan Chase January 2008 - January 2012
BCBG Max Azria January 2007 - December 2007
Neiman Marcus February 2006 - July 2007
Skills
Series 63, Series 6, Consumer Lending, Small Business Lending, Commercial Lending, Commercial Banking, Event Planning, Risk Management, Finance, Shipping, Banking, Multi Tasking, Customer Service, Leadership, Strategic Financial..., Maritime, Sales, Transportation, Credit, Financial Analysis, Financial Modeling, Team Building, Microsoft Excel, Training, Cash Management, Forecasting, Portfolio Management, New Business Development, Account Management, Coaching, Strategic Planning, Corporate Finance, Risk Assessment, Financial Reporting, Analysis, Management, Negotiation, Project Management, Ports, Petroleum, Team Leadership, Logistics, Contract Negotiation
Education
DePaul University 2004 — 2006
BS, Finance
Universidad Antonio de Nebrija 2005 — 2005
Certification, Spanish
The University of Texas at San Antonio 1999 — 2001
Architecture
BBVA Compass November 2001 - Present
JP Morgan Chase 1994 - 2001
JPMorgan Chase 1992 - 1994
Skills
Working Capital..., Acquisition Financing, Commercial Banking, Corporate Finance, Project Finance, Equipment Finance, Treasury Management, Interest Rate Risk..., Business Relationship..., Finance, Financial Services, Loans, Mergers & Acquisitions
Education
The University of Texas at San Antonio 1983 — 1985
MBA, Corporate Finance
Trinity University 1979 — 1983
BA, Political Science, Economics
Capstone Turbine Corporation August 2013 - Present
Capstone Turbine Corporation August 2011 - August 2013
JP Morgan Chase September 2009 - December 2010
USAA August 2008 - September 2009
Wells Fargo Bank September 2007 - August 2008
Skills
Process Improvement, Project Management, Risk Management, Program Management, Forecasting, Product Development, Six Sigma, Analysis, Change Management, Earned Value Management, MS Project, Accounting, Business Analysis, Business Intelligence, Capital Budgeting, Continuous Improvement, Cross-functional Team..., Dashboarding, Financial Modeling, PMP, Project Planning, Strategic Planning, Business Process..., Financial Analysis, Financial Reporting, Process Automation, Program Evaluation, Project Governance, Project Server, SAP, Leadership, Management
Education
The University of Texas at San Antonio 2008 — 2010
BS , Business Administration, Emphasis in Finance/Management
Dynamic Staffing Solutions, Inc May 2010 - Present
JP Morgan Chase 2008 - 2010
Nationstar Mortgage 2006 - 2007
Platinum Properties 2003 - 2007
Education
Tiffin University 2000 — 2003
Business, Managment/ Sports
University of Louisiana at Monroe 1998 — 1999
Platinum Home Mortgage February 2015 - Present
Mortgage Mastermind Group August 2014 - Present
America Works August 2014 - January 2015
Great Plains National Bank October 2013 - July 2014
Mortgage Marketing Animals April 2013 - July 2014
Vantage Point Bank April 2013 - September 2013
Citizens Bank February 2008 - April 2013
JP Morgan Chase 2004 - 2008
Godiva Chocolatier 2002 - 2003
Kaufmann's Department Stores July 1991 - 2001
Skills
Credit Analysis, Loans, Sales, Banking, Credit, FHA, Mortgage Banking, Customer Service, Mortgage Underwriting, Mortgage Lending, Sales Management, First Time Home Buyers, Loan Origination, Refinance, VA loans, Residential Mortgages, Certified Mortgage..., Commercial Lending, USDA, Investment Properties, Government Loans, Construction Loans, Real Estate, Small Business Lending, Investments, Underwriting, Loss Mitigation, Commercial Mortgages, Reverse Mortgages, Finance, FHA financing, Consumer Lending, Real Estate Financing, Single Family Homes, FHA Financing
Education
Thiel College 1984 — 1988
BA, Business Administration
JP Morgan Chase February 2012 - Present
Skills
Credit Analysis, Credit, Credit Risk, Financial Analysis, Financial Modeling, Portfolio Management, Loans, Banking, Bloomberg, Fixed Income, Commercial Banking, Valuation, Derivatives, Investment Banking, Corporate Finance, Analysis, Finance, Capital Markets, Mortgage Lending, Retail Banking, Financial Risk, Risk Management
Education
University of Florida 2007 — 2011
BS, Finance
Tsinghua University 2010 — 2010
Study Abroad Program, Chinese Language and Literature
JP Morgan Chase January 2011 - Present
TriOptima November 2009 - January 2011
Man Investments, AHL April 2009 - October 2009
Balyasny (Europe) Asset Management September 2006 - March 2009
BISYS Fund Services May 2005 - September 2006
Environmental Science for Social Change (ESSC) November 2004 - February 2005
Dublin Institute for Advanced Studies 2003 - 2004
Skills
Software Development, Trading Systems, Hedge Funds, Python, SQL, Product Management, Team Management, Agile Methodologies, Git, VBA, Derivatives, Energy Markets, Global Macro, Fixed Income, Credit, Front to Back Office
Education
Trinity College, Dublin 1999 — 2003
B.A. Mod. Astrophysics, Physics, Astronomy
AT&T June 2015 - Present
Wright-Patt Credit Union January 2015 - June 2015
Wright-Patt Credit Union July 2012 - January 2015
JP Morgan Chase July 2010 - July 2012
T-Mobile October 2007 - July 2010
Skills
Sales, Loans, Banking, Customer Service, Sales Management, Coaching, Finance, Small Business Lending, Risk Management, Credit Analysis, Loan Origination, Fundamental Analysis, stocks, Consumer Lending, Financial Services, Marketing Strategy, Retail Banking, Personal Finance, Team Leadership
Education
Tiffin University 2012 — 2013
Bachelor of Business Administration (BBA), Economics
Wright State University 2005 — 2010
B.S, Economics
Airrosti Rehab Centers August 2013 - May 2015
Airrosti Rehab Centers January 2013 - August 2014
Airrosti Rehab Centers December 2009 - January 2013
Airrosti Rehab Centers April 2009 - December 2009
Merrill Lynch June 2007 - December 2008
JP Morgan Chase January 2007 - June 2007
Countrywide Home Loans August 2005 - December 2006
Skills
Employee Benefits, Strategic Planning, Insurance, Healthcare, Budgeting, Employee Relations, Public Speaking, Social Media, Social Media..., Customer Relations, Customer Service, Fitness, Fitness Training, Fitness Instruction, Content Development, Budgets, Management, Event Planning, Marketing, Sales, Sales Management, Coaching, Marketing Strategy, Contract Negotiation
Education
Trinity University 1999 — 2003
BS in Business Administration, Concentration in Finance with minor in Economics
JP Morgan Chase 2010 - Present
JPMorgan Chase 2005 - July 2010
JPMorganChase October 1999 - June 2005
JPMorganChase 1984 - 1999
Tiri Real Estate - Puerto Rico June 1983 - December 1983
Bellas Artes - Washington DC August 1982 - April 1983
National Council of La Raza - Washington May 1979 - August 1982
Skills
Treasury, Payments, Treasury Services, Treasury Management, Portfolio Management, Banking, Cash Management, Electronic Payments, Financial Transactions, Product Management, Credit Analysis, Business Strategy, Credit, Liquidity Management, Finance, FX Options, Commercial Banking, Credit Cards, Credit Risk, Financial Services, Relationship Management
Education
Trinity University-Washington 1975 — 1979
BS, Economics
PNC November 2012 - Present
JP Morgan Chase November 2007 - November 2012
Global Mortgage June 2003 - August 2007
accredited home lenders 2001 - 2003
Amerix Mortgage 2001 - 2002
Education
Towson University 1995 — 1999
Bachelor’s Degree, Mass Communications
Manalapan HIgh School 1990 — 1994
Ben's Bells Project February 2013 - Present
The Hartford Insurance Group September 2002 - January 2014
JK Technology 2001 - 2002
JP Morgan Chase 1999 - 2001
CSC Consulting 1996 - 2001
Skills
SQL, SQR, PeopleSoft, SDLC, Data Warehousing, Business Analysis
Education
Truman State University 1992 — 1996
BS, Math, Statistics
KeyBank October 2014 - Present
Wells Fargo February 2011 - October 2014
Proficio Bank March 2006 - February 2011
US Bank January 2005 - March 2006
JP Morgan Chase August 2003 - December 2004
Credit Lyonnais (Credit Agricole CIB) 1996 - 2003
Royal Bank of Canada 1990 - 1996
Skills
Banking, Credit, Finance, Commercial Lending, Commercial Banking, Portfolio Management, Corporate Finance, Loans, Banking Relationships, Leadership, Management, Cash Management, Team Leadership, Financial Risk, Financial Services, Capital Markets, Strategy, Relationship Marketing, Financial Analysis, Relocation, Investment Banking, Asset Based Lending, Underwriting, Credit Analysis, Structured Finance, Financial Structuring, Negotiation, Derivatives, CRM, Treasury Management, Credit Risk, New Business Development, Risk Management, Mortgage Lending, Budgets, Training, Investments, Lines Of Credit, Restructuring, Auditing, Executive Management
Education
Thunderbird School of Global Management 1989 — 1990
MBA, International Business
Denver College 1986 — 1989
Bachelor of Science, Business
Orem High School 1978 — 1980
PayPal October 2015 - Present
PayPal February 2015 - September 2015
PayPal November 2013 - September 2015
PayPal November 2012 - November 2013
PayPal August 2011 - November 2012
Warner Bros. Entertainment Group of Companies June 2010 - August 2010
Goldman Sachs 2005 - 2008
JP Morgan Chase 2003 - 2005
Skills
Financial Modeling, Business Strategy, Competitive Intelligence, Strategic Thinking, Capital Markets, Strategy, Valuation, Competitive Analysis, Management, Portfolio Management, Analytics, Analysis, Investments, Financial Analysis, Equities, Finance, Due Diligence, Derivatives, Data Analysis, Mortgage Lending, CRM, Business Development
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA
University of Michigan 1999 — 2003
BA, Economics, Minor in Statistics
Hines Securities, Inc July 2013 - Present
Hines Securities, Inc January 2013 - July 2013
Hines Securities, Inc. June 2011 - January 2013
JP Morgan Chase June 2010 - June 2011
Skills
Customer Service, Financial Analysis, Outlook, Management, Budgets, Teamwork, Access, Microsoft Excel, PowerPoint, Team Building, Microsoft Word, Marketing, Finance, Time Management, Leadership, Forecasting, Accounting, Salesforce.com, Microsoft Office, Customer Satisfaction, Series 7, Series 63
Education
The University of Texas at San Antonio 2006 — 2010
Bachelors, Business Management
State of Delware February 2010 - Present
HR Block Tax and Business Services January 2010 - Present
Brandywine Senior Transitions, LLC October 2006 - Present
Contractor 2006 - Present
Apex Integrated Solutions January 2008 - April 2009
JP Morgan Chase February 2001 - October 2006
Education
University of Maryland University College 1993 — 1995
BS, Accounting
United States Naval Academy 1979 — 1983
BS, Operations Analysis
JP Morgan Chase January 2008 - Present
Mayer Brown July 2005 - January 2008
Allen & Overy August 2001 - July 2005
U.S. District Court August 2000 - August 2001
United States Air Force 1988 - 1994
Skills
Mergers, Joint Ventures, Private Equity, Venture Capital, Mutual Funds, Securities Regulation, Corporate Law, Corporate Governance, Securities, Cross-border..., Intellectual Property, Legal Research, Licensing, Legal Writing, Banking Law, International Law, Legal Advice
Education
The University of Texas School of Law 1997 — 2000
JD, Law
University of Houston 1996 — 2000
MFA, Creative Writing
University of Arizona 1994 — 1995
BA, Journalism and Creative Writing
H-B Woodlawn 1984 — 1990
Charles Schwab Investment Management November 2009 - Present
McMorgan & Company August 2002 - November 2009
JP Morgan Chase June 2001 - August 2001
Bank of America July 1996 - April 2000
Skills
Portfolio Management, Credit Analysis, Financial Analysis, Forecasting, Business Strategy
Education
UCLA Anderson School of Management 2000 — 2002
MBA, Finance and Strategy
University of Arizona 1992 — 1996
Bachelor of Science (B.S.), Economics and Finance
Wilmington Trust June 2007 - Present
Wells Fargo December 2004 - May 2007
JP Morgan Chase March 2003 - December 2004
Deutsche Bank July 1998 - September 2002
Seling & Associates Inc September 1995 - July 1998
Skills
Fund Administration, Banking, Investments, Securities, Mutual Funds, Equities, Credit, Wealth Management, Relationship Management, Loans, Commercial Banking, Financial Services, Finance, Capital Markets, Hedge Funds
Education
University of Baltimore 1999 — 2002
Masters, Taxation
Towson University 1990 — 1992
Bachelors, Economics
University of Maryland Baltimore County 1988 — 1990
Calvert Hall High School 1984 — 1988
Nickelodeon - UK, Australia, CEE, Israel, Russia, Ukraine & Baltics June 2014 - Present
Independent Designer August 2013 - Present
Digitas Health February 2014 - June 2014
CBX August 2013 - September 2013
The X Agency August 2011 - June 2013
JP Morgan Chase May 2011 - March 2013
Connexus Technology,LLC August 2010 - April 2011
Skills
After Effects, Mac OS, Microsoft Office, Adobe Creative Suite, Typography, Graphic Design, Illustrator, Logo Design, InDesign, Flash, Art Direction, Layout, Packaging Design, UI Design, Branding & Identity, Creative Writing, Creative Direction
Education
The University of the Arts 2006 — 2010
BFA, Graphic Design
Roxborough High School 2004 — 2006
AssetMark February 2014 - Present
Janus Capital Group January 2007 - February 2014
Standard & Poor's January 2004 - December 2006
Dreyfus January 2001 - December 2004
JP Morgan Chase January 1996 - January 2001
Van Eck Global September 1991 - January 1996
Skills
Series 7, Series 63, Investments, Alternative Investments, Wealth Management, ETFs, Separately Managed..., Open Architecture, Practice Management, Business Continuity..., Succession Planning
Education
Trinity College-Hartford 1988 — 1991
BA, Economics
Northfield Mount Hermon 1985 — 1987
Private Secondary School
JPMorgan Chase August 2012 - Present
United States - Paraguay Chamber of Commerce, Inc. June 2015 - Present
JP Morgan Chase May 2011 - August 2012
Credit Suisse June 2009 - May 2011
Citigroup August 2007 - January 2009
Citigroup April 2002 - July 2007
Citibank June 1996 - April 2002
Universidad del CEMA July 1997 - December 2001
Reuters October 1995 - May 1996
de Ganay & Quirno Sociedad de Bolsa January 1995 - October 1995
Skills
Derivatives, Capital Markets, Fixed Income, FX Options, Investments, Equities, Commodity, Corporate Finance, Risk Management, Structured Finance, Banking, Options, Emerging Markets, Finance, Economics, Financial Structuring, Spanish, Hedging, Latin America, Investment Banking, german, english, Commodity Risk..., University Teaching, Hedge Funds, Financial Markets, CFA, Market Risk, Financial Risk, Interest Rate..., Structured Products, Wealth Management, Trading, Treasury, Central Banks
Education
CFA Institute 1998 — 2000
CFA - Chartered Financial Analyst, Finance
Universidad del CEMA 1994 — 1994
Master in Finance, Finance
WU (Vienna University of Economics and Business) 1992 — 1992
Exchange Program, Economics
Universidad de Belgrano 1988 — 1992
Lic. en Economia, Economia
Goethe Schule 1982 — 1987
Bachillerato + Deutsches Abitur
JPMorgan Chase & Co. June 2014 - Present
JP Morgan Chase June 2010 - June 2014
Sunoco March 2004 - June 2010
RaceTrac Petroleum November 2001 - February 2004
UNext.com September 1999 - November 2001
Leo Burnett Advertising August 1992 - September 1999
U.S. Army May 1987 - August 1992
Skills
Cross-functional Team..., Strategic Planning, Marketing Strategy, Competitive Analysis, Business Development, Product Development, Product Management, Marketing, Leadership, Business Strategy, Project Management, Pricing, Budgets, New Business Development, Program Management, Market Research, Team Building, Brand Management, Strategy, Market Analysis, Account Management, Merchandising, Mergers & Acquisitions, Product Marketing, Start-ups, Management
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
United States Military Academy at West Point 1983 — 1987
Bachelor of Science (BS), Electrical Engineering
JPM Asset Management January 2015 - Present
JPM Asset Management June 2012 - January 2015
JP Morgan Chase October 2010 - June 2012
Merrill Lynch June 2009 - August 2009
Starr & Company, LLC February 2006 - July 2008
Wenner Media February 2004 - February 2006
Skills
Investments, Hedge Funds, Asset Management, Financial Analysis, Options, Bloomberg, Corporate Finance, Asset Managment, Due Diligence, Finance, Valuation, Analysis, Fixed Income, Equities, Financial Modeling, Strategic Planning, Equity Research, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA
University of Maryland College Park 1999 — 2003
BA
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase July 2012 - February 2015
Tulane University May 2010 - June 2012
Tulane University September 2008 - June 2012
JP Morgan Chase April 2011 - August 2011
Tulane University January 2009 - May 2011
Northwestern Mutual December 2010 - April 2011
Tulane University August 2009 - May 2010
Skills
Bloomberg, Financial Modeling, Stata, SPSS, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance and Management
Seiden Pharmaceutical Strategies, LLC April 2006 - Present
OptiMed Wellness Pvt Ltd (dba The Center for Medical Weight Loss - India) January 2013 - Present
UBS Securities Co., Ltd 2004 - 2006
JP Morgan Chase 1997 - 2004
Sanford C. Bernstein 1992 - 1997
Bristol-Myers Squibb 1987 - 1992
General Electric 1984 - 1987
Skills
Pharmaceutical Industry, Marketing Strategy, Biopharmaceuticals, Business Strategy, Healthcare, Strategic Planning, Strategy, Valuation, Managed Care, Investments, Medical Devices, Market Research, Management, Marketing, Competitive Analysis, Financial Modeling, Start-ups
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (MBA)
Union College 1976 — 1980
BS, Biology
Twin Supplies Ltd. August 2012 - Present
Self Employed January 2009 - August 2012
JP Morgan Chase 2001 - 2009
Jones Lang LaSalle 1998 - 2001
JP Morgan Chase (formerly BankOne) 1985 - 1998
Skills
Renovation, Bidding, Windows, PowerPoint, Strategic Planning, Due Diligence, Visio, AutoCAD, Project Planning, Team Building, MS Project, Program Management, Real Estate, Lotus Notes, Scheduling, Contract Negotiation, Word, Excel, Budgeting, Microsoft Office, Construction, Cost, Construction Management, Planning, Change Management
Education
Microtrain 2009 — 2009
Triton-College
Associates
University of Illinois at Chicago
Bachelor
Warfield Insurance and Notary Services June 2011 - Present
J.P Morgan Chase February 2008 - June 2011
Mutual of Omaha November 2003 - February 2008
American General Life Companies July 2001 - November 2003
Northern Kentucky University August 1998 - June 2001
State of Ohio - Adult Parole Authority January 1991 - August 1998
Skills
Sales Management, Financial Advisory, Business Counseling, Sales, Marketing, Training, Public Relations, Supervising, Insurance, Long-term Care, Customer Service, Coaching, Public Speaking, Team Building, Risk Management
Education
Northern Kentucky University 1998 — 2001
Masters in Business Administration, Masters Business Administration; Sales and Marketing
Thomas More College 1985 — 1990
Bachelor of Arts, Sociology and Theology
Halliburton October 2012 - Present
T-Systems July 2011 - June 2012
T-Systems October 2009 - June 2011
Computer Sciences Corporation December 2007 - June 2008
Myron Steves December 2004 - October 2007
IBM Global Services March 2003 - December 2004
Computer Sciences Corporation May 2000 - November 2002
JP Morgan Chase July 1996 - April 2000
XLConnect December 1995 - June 1996
Electronic Data Systems December 1994 - November 1995
Skills
MS Project, Project Planning, Project Implementation, Project Coordination, Project Execution, Project Delivery, Project Portfolio..., Project Management, Program Management, Business Continuity, ITIL, PMP, Disaster Recovery, Data Center, Servers, Change Management, Infrastructure, Business Analysis, Enterprise Architecture, PMO, Security, Vendor Management, Information Technology, Service Delivery, SDLC, System Administration, Incident Management, Enterprise Software, Microsoft Project
Education
University of California, Irvine 2000 — 2001
Coursework, Project Management, 4.0
The University of Texas-Pan American 1973 — 1976
Coursework, Geology
Markel Corporation October 2008 - Present
JP Morgan Chase May 2004 - October 2008
Circuit City Stores December 1997 - May 2004
Signet Bank August 1995 - December 1997
General Electric June 1986 - August 1995
Education
Union College 1987 — 1990
MS, Computer Science
State University of New York at Albany 1982 — 1986
BS, Accounting/Business Admin
Alliance Data Retail Services May 2015 - Present
The Wendy's Company August 2009 - May 2015
Fidelity Investments December 2006 - February 2009
JP Morgan Chase August 2004 - December 2006
Bank One August 1996 - July 2004
Fleet Bank 1994 - 1996
The Bank of New York 1990 - 1993
UJB Financial 1982 - 1989
Skills
Team Management, Instructional Design, Training, Needs Analysis, Employee Training, Project Management, E-Learning, ADDIE, Learning Management..., Management, Team Building, Adult Education, Performance Consulting, Leadership, Instructor-led Training, Blended Learning, Technical Writing, Hands-on Training, Vendor Management, Multimedia, PowerPoint, Microsoft Office, Learning Management, SnagIt, Distance Learning, Training Delivery, Onboarding, Camtasia, Photoshop, Outlook, SCORM, Workshop Facilitation, Adobe Acrobat, Financial Services, SharePoint, Software Documentation, Technical Training, Microsoft Excel, ILT, Adobe Connect, Web-based Training, Word, Excel, E-learning Development, WBT, Fireworks, Online Training, Captivate
Education
Union County College 1984 — 1986
Non-matriculated, Business
St Mary of the Assumption 1979 — 1982
HS Diploma, business
Apple March 2015 - Present
Apple March 2014 - March 2015
Intel Security Group May 2013 - March 2014
Apple February 2009 - May 2013
Microsoft 2005 - 2009
JP Morgan Chase 1999 - 2005
PRT 1995 - 1999
U.S. Army 1992 - 1995
Skills
Web Analytics, SEM, Mobile Marketing, Customer Acquisition, PPC, Competitive Analysis, SaaS, Digital Strategy, Email Marketing, Affiliate Marketing, Integrated Marketing, SEO, Direct Marketing, Social Media Marketing, Team Building, Channel Developer, Mentoring, Organizational..., Thought Leadership, eCommerce, Strategy, CRM, E-commerce, Marketing, B2B, Leadership, Start-ups, Marketing Strategy, Mountaineering, Strategic Partnerships, Cross-functional Team..., Product Management, Go-to-market Strategy
Education
United States Military Academy at West Point 1988 — 1992
Bachelor of Science
U.S. Army Air Assault School 1990 — 1990
University of Detroit Jesuit High School 1984 — 1988
U.S. Army Airborne School
Fence Outlet, Inc. May 2013 - Present
Hilton Grand Vacations September 2012 - May 2013
ER Pro International September 2006 - March 2012
Homesavers Alliance, LLC March 2006 - January 2008
JP Morgan Chase February 2005 - March 2006
Westgate Resorts 2004 - 2005
Sprint August 2001 - August 2003
Skills
Payroll, Training, Real Estate, Leadership, Negotiation, Accounting, Finance, Customer Service, Sales, Contract Negotiation, Corporate Finance, QuickBooks, Cold Calling, •Bilingual: English..., Spanish, ESL, Kronos Timekeeping, Building Relationships, •Extensive customer..., Taxes, Income Tax, Tax Preparation, ADP Payforce, Oracle HR, Paychex, Microsoft Dynamics GP, Sales Pad, Direct Sales
Education
Hispanic Business College 2005 — 2005
Credit Restoration Specialist
Claimer Real Estate School 2004 — 2004
Sales Agent, Real Estate
National Notary Association 2004 — 2004
Notary, Notary and Signing Agent
Universidad de Puerto Rico 1998 — 2001
BS, Business Administration & Accounting
APM
CPP-, Certified Payroll Professional
Sociaty for Human Resources Management
SPHR
A motors sales and finance January 2012 - Present
A motors sales and finance 2011 - Present
JP Morgan Chase January 2009 - January 2011
USAA January 2007 - January 2009
Education
The University of Texas at San Antonio 2001 — 2006
Actuarial science, Banking, Corporate, Finance, and Securities Law
JPMorgan Chase September 2012 - Present
JP Morgan Chase September 2007 - September 2012
Green Tree Servicing April 2002 - September 2007
Skills
Mortgage Lending, Portfolio Management, Risk Management, Financial Analysis, Loans, Banking, Business Analysis, Financial Services, Asset Management, Loan Origination, Consumer Lending, FHA, Refinance, Financial Risk, Relationship Management, Microsoft Excel, Customer Service, Process Improvement, Finance, Mortgage Banking, Commercial Lending
Education
The University of Texas at El Paso
Capital One Home Loans June 2015 - Present
BB&T March 2015 - June 2015
Citi February 2012 - March 2015
First United Bank September 2011 - February 2012
Bank of America Home Loans October 2010 - September 2011
JP Morgan Chase June 2010 - October 2010
Countrywide Financial June 2003 - March 2010
Wells Fargo Home Mortgage November 1999 - June 2003
FirstCo Mortgage October 1998 - November 1999
Norwest Financial February 1988 - October 1998
Skills
Banking, Credit, Mortgage Lending, Mortgage Banking, Loans, Leadership, Finance, Loan Origination, Strategy, Commercial Lending, Residential Mortgages, Financial Services, Credit Analysis, Refinance, Sales, FHA, Management, Underwriting, Relationship Management, Team Building, Commercial Banking, Consumer Lending, Business Strategy, Credit Risk, Portfolio Management, Mortgage Servicing, USDA, Investments, Executive Management, Loss Mitigation, Real Estate, Risk Management, Investment Properties, Business Development, Commercial Mortgages, FHA Financing, VA loans, Loan Servicing, Team Management, VA Loans
Education
Truman State University 1982 — 1986
BS, Accounting, Finance, Economics
University Health Systems September 2010 - September 2013
USAA May 2007 - May 2010
JP MORGAN CHASE June 2006 - February 2007
CAREERPOINTE February 2005 - June 2006
TOWN NORTH NATIONAL BANK February 2001 - September 2004
TOTAL SYSTEM SERVICES, INC September 1995 - July 2000
Skills
Risk Management, Process Improvement, Data Analysis, Analysis, Banking, Enterprise Risk..., SharePoint, Troubleshooting, CICS, Visio
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Troy State University 1991 — 1994
Bachelor of Science (B.S.), Human Services, General, Phenix City, Alabama
PrimeLending November 2013 - Present
Wells Fargo Home Mortgage October 2011 - November 2013
JP Morgan Chase October 2009 - October 2011
Citifinancial May 2009 - September 2009
HFC/Beneficial August 2003 - May 2009
Skills
Refinance, VA loans, FHA, FHA financing, First Time Home Buyers, Mortgage Lending, Home Equity Loans, Finance, Mortgage Banking, Government Loans, Residential Mortgages, Real Estate, Credit, Referrals, Investment Properties, USDA, Loans, Investors, Loan Origination, Foreclosures, Short Sales, Selling, Certified Mortgage..., Construction Loans, Residential Homes, Reverse Mortgages, First Time Home Buyer..., Home Refinancing, Conventional Financing, Jumbo Mortgage Financing, Investment Properties..., VA Financing, Texas Veterans Land..., Condos
Education
McCollum High School
The University of Texas at San Antonio
THE MORTGAGE DEPOT June 2013 - Present
The Mortgage Depot October 1998 - Present
JP Morgan Chase October 2009 - May 2013
Skills
Mortgage Lending, Conventional, FHA/VA &..., Loss Mitigation And..., First and Second..., Best Fisherman Ever
Education
University of Florida 1983 — 1985
Bachelor's degree, Finance
Troy University 1981 — 1983
Associate of Science (AS), General, A
Satellite High School
Access Staffing March 2006 - September 2014
Sterling National Bank January 2008 - June 2014
Sullivan and Worcester November 2011 - March 2012
Quinn Emanuel April 2011 - August 2011
Headway Workforce Solutions July 2007 - February 2011
IIR August 2002 - January 2004
JP Morgan Chase October 2001 - February 2002
Skills
Office Administration, 10 Key, College Recruiting, Non-profits, Photocopier, Access, Administration, Administrative..., Budgets, Customer Service, Data Entry, Employee Relations, Fax, Human Resources, Invoicing, Management, Microsoft Excel, Microsoft Word, Nonprofits, Office Equipment, Outlook, Receptionist Duties, System Administration
Education
Touro College 2001 — 2005
Bachelor of Science, Data Communication/ Information technology
Bert Ogden Auto Group September 2012 - Present
JP Morgan Chase November 2010 - August 2012
Citigroup June 2005 - November 2010
Bert Ogden Rio Grande Valley January 1999 - June 2005
Skills
Banking, Credit Analysis, Leadership, Sales, Credit, Loans, Relationship Management, Consumer Lending, Portfolio Management, Underwriting, Finance, Loan Origination, Credit Risk, Negotiation, Customer Satisfaction, Mortgage Lending, Coaching, Management, Profit, Process Improvement, Risk Management, Forecasting, Analysis, Sales Process, Automobile, Marketing, Automotive, Incentives, Business Planning, Customer Retention, Sales Management, Retail, Time Management, Training, Team Building, Strategic Planning, Financial Analysis, Budgets, Sales Operations
Education
The University of Texas-Pan American 2008 — 2010
Masters of Business Administration, Project Management and Organizational Behavior
The University of Texas-Pan American 2000 — 2010
Bachelor of Business Administration, Marketing
Slowik & Robinson May 2011 - Present
Ali Zakaria & Associates July 2009 - December 2009
JP Morgan Chase 2005 - 2006
Skills
Legal Research, Immigration Issues, Immigration Law, Naturalization, Legal Writing, Civil Litigation, Visas, Litigation, Commercial Litigation
Education
Thomas M. Cooley Law School 2006 — 2009
JD, General Practice
SNL IR Solutions March 2014 - Present
SNL Financial March 2009 - March 2014
SNL Financial July 2007 - March 2009
JP Morgan Chase 2006 - 2007
Skills
Scrum, Product Management, Investor Relations, Competitive Analysis, Agile Methodologies, Sales, Strategic Partnerships, Product Development, Written & Oral..., Project Management, Salesforce.com, Strategic Planning, Team Management, Social Media, Management, Product Design, Product Launch, Product Marketing, Release Management, Cross-functional Team..., Strategy, SaaS, Market Research, Leadership
Education
Tufts University 2002 — 2006
Bachelor of Arts, Economics
WBAIS
FDIC June 2010 - Present
Washington Mutual May 2003 - May 2009
JP Morgan Chase 2008 - 2009
Washington Mutual Bank 2003 - 2009
WaMu 2003 - 2009
KPMG August 1996 - April 2003
KPMG Peat Marwick 1996 - 2003
FDIC May 1990 - July 1996
Southwestern Savings May 1987 - May 1990
Gill Savings December 1980 - May 1987
Skills
Internal Controls, Financial Analysis, Accounting, Risk Management, Managerial Finance, Financial Reporting, Analysis, Due Diligence, Finance, Mergers & Acquisitions, Cash Management, Strategy, Internal Audit, Valuation, Management, Banking, Leadership, Financial Services, Asset Management, Loans, Start-ups, General Ledger, Financial Risk, Auditing, Sarbanes-Oxley Act
Education
The University of Texas at San Antonio 1979 — 1981
BBA, Accounting
Austin High School 1972 — 1974
Protective Life Insurance Co. July 2006 - Present
JP Morgan Chase 2004 - 2006
North American Company for Life and Health 1979 - 1998
Skills
Term Life Insurance, Universal Life, Building Relationships, Fixed Annuities, Insurance, Life Insurance, Underwriting, Health Insurance, Retirement, Series 6, Series 63, Strategic Planning, Financial Services, New Business Development, Sales, Whole Life, Sales Management, Account Management, Marketing, Process Improvement, Financial Analysis
Education
Triton-College 1977 — 1979
Associates, Accounting
Automated Financial Systems, Inc. (AFS) August 2015 - Present
JP Morgan Chase December 2010 - May 2015
Wells Fargo (Wachovia) March 2010 - November 2010
Barclaycard US November 2007 - February 2010
GMAC Mortgage November 2004 - October 2007
TechSpan July 2000 - August 2001
Mahindra British Telecom April 1998 - June 2000
Gateway Infosys November 1997 - April 1998
Skills
SDLC, Systems Analysis, Project Management, Software Project..., Business Analysis, Requirements Analysis, Agile Methodologies, Requirements Gathering, User Acceptance Testing, Agile Project Management, Business Requirements, Testing, PMO, Visio, Scrum, Integration, Business Process, Project Delivery, UML, SOA, MS Project, Databases, IT Management, XML, Waterfall, Process Improvement, Software Documentation
Education
Troy University 2002 — 2004
MBA
University of Mumbai 1993 — 1997
B.S.
Bank of America November 2009 - April 2013
Citigroup March 2009 - November 2009
Nanjing Rongde Investment Consulting Co., Limited January 2005 - January 2009
Barclays Capital June 2004 - January 2005
Citco Fund Services November 2002 - June 2004
JP Morgan Chase June 2002 - November 2002
Lehman Brothers September 1999 - June 2002
MarketXT January 1999 - September 1999
Citigroup August 1998 - January 1999
IBM T.J. Watson Research Center April 1997 - August 1998
Education
University of Illinois at Chicago 1992 — 1993
MS
University of Illinois at Urbana-Champaign 1987 — 1992
MS
Tsinghua University 1978 — 1982
BS
Munro & Associates January 2015 - Present
Helion Composites, LLC May 2003 - Present
GE Global Research March 2014 - June 2014
Performance Design, LLC June 2013 - February 2014
Harman/Becker Automotive Systems August 2008 - May 2013
JP Morgan Chase March 2007 - January 2008
Saleen Special Vehicles 2004 - 2005
Vortrag Motorsports, Inc. 1996 - 2004
3Com/USRobotics 1994 - 1996
Soundwerks 1991 - 1994
Skills
Automotive, Manufacturing, MS Project, Engineering, CAD, Problem Solving, Process Improvement, Product Development, Six Sigma, Management, Negotiation, Sales, Change Management, Program Management, Vehicles, Cross-functional Team..., Analysis, Lean Manufacturing, New Business Development, Project Management, Competitive Analysis, Product Design, Electronics, Marketing, Continuous Improvement, Marketing Strategy, PPAP, Machine Tools, Automobile, FMEA, Manufacturing..., Engineering Management, Automotive Aftermarket
Education
Tompkins Cortland Community College 1987 — 1989
TIAA-CREF April 2013 - Present
MetLife 2006 - Present
TIAA-CREF 2010 - 2012
Metropolitan Life Insurance Company 2006 - March 2010
Sullivan 2005 - 2006
Chase 2000 - 2005
JP Morgan Chase 2000 - 2005
JPMorgan Chase 2000 - 2005
Fidelity Investments 1993 - 1998
Skills
Direct Marketing, Marketing Strategy, Segmentation, Email Marketing, Advertising, Integrated Marketing, Analytics, Financial Services, Marketing, Digital Marketing, Marketing Communications
Education
Trinity University 1989 — 1992
SAP April 2014 - Present
SAP 2012 - March 2014
SAP 2010 - 2011
SAP 2009 - 2010
SAP 2008 - 2009
JP Morgan Chase 2006 - 2007
Fannie Mae 2005 - 2006
Lehman Brothers 2003 - 2004
Transindigo Inc. 1999 - 2002
Bankers Trust 1994 - 1999
Skills
Large Enterprise..., Engineering Software,..., Enterprise Architecture, SDLC, Software Project..., Business Intelligence, Data Warehousing, Business Analysis, IT Strategy, Vendor Management, Program Management, Enterprise Software, Cloud Computing, PMP, Business Objects, Project Portfolio..., Architecture, Requirements Analysis, Requirements Gathering, Integration, Solution Architecture, ERP, Business Process..., Pre-sales, Business Process, Agile Methodologies
Education
United States Merchant Marine Academy 1982 — 1986
BS, Electrical & Mechanical Engineering
Appomattox County Public 1978 — 1982
High School, General
Prince Edward Academy 1972 — 1975
N/A, General
Robert E. Lee Academy 1969 — 1972
N/A, General
JP Morgan Chase January 2004 - March 2006
First USA/ Bank One December 1997 - January 2004
Skills
Vendor Management, Cost Reduction, Customer Focus, Risk Management, Customer Satisfaction, Mergers, Training, Operations Management, Six Sigma, Call Center, Program Management, Team Leadership, Team Building, Process Improvement, Relationship Management
Education
University of Phoenix 2001 — 2003
Master, Business Administration
United States Merchant Marine Academy 1987 — 1991
Bachelor of Science, Marine Transportation and Logistics
Black Knight Financial Services July 2014 - Present
Citi September 2012 - July 2014
JP Morgan Chase March 2005 - September 2012
Skills
Business Strategy, SDLC, Project Management, Software Development, Training, Vendor Management, Requirements Analysis, Human Resources, Business Analysis
Education
Troy University in Montgomery 1985 — 1989
Computer and Information Sciences, General
Cottman Total Auto Care and Transmission July 2008 - Present
JP Morgan Chase 1992 - 2008
Security Pacific Bank 1989 - 1992
American Express 1987 - 1989
The Arizona Bank 1986 - 1987
Skills
Marketing Strategy, Automotive, Strategic Planning, Start-ups, Small Business, New Business Development, Vehicles, Business Planning, Business Strategy, Management, Project Planning, Sales, Sales Management
Education
Thunderbird School of Global Management 1985 — 1986
Master, International Business
William & Mary 1980 — 1984
BA, Economics, French
Moody's Corporation March 2015 - Present
New York University August 2014 - March 2015
ZS Associates October 2013 - July 2014
CIT July 2012 - September 2013
IBM Global Business Services May 2010 - June 2012
HSBC - IBM Engagement November 2011 - February 2012
General Motors - IBM Engagement April 2010 - October 2011
Pfizer February 2009 - March 2010
JP Morgan Chase May 2005 - February 2009
Duke Energy March 2003 - May 2005
Skills
OBIEE, Hyperion Planning, Essbase, Business Intelligence, Hyperion, Informatica, Master Data Management, Data Warehousing, EPM, SDLC, HFM, OLAP, ETL, DRM, FDM, Financial Management, Financial Reporting, Hyperion Enterprise, Managerial Finance, Business Analysis, Data Modeling, Oracle
Education
University of Texas at San Antonio 2001 — 2003
Master's degree, Computer Science
JPMorgan Chase December 1997 - Present
JP Morgan Chase 1997 - Present
jpmchase 1997 - 2008
American Express February 1988 - December 1997
Skills
Talent Management, Onboarding, Organizational..., Personnel Management, Employee Relations, Performance Management, Succession Planning, Recruiting, Human Resources
Education
Trinity College-Hartford 1974 — 1978
NP Information Systems July 2013 - Present
Cbeyond April 2010 - February 2013
Workforce 2008 - October 2009
Language Line Services April 2009 - September 2009
JP Morgan Chase 2007 - January 2009
Washington Mutual 2003 - 2007
Sprint Nextel 1998 - 2003
Sprint 1996 - 1998
Sprint 1993 - 1996
Skills
Project Management, Vendor Management, Process Improvement, Program Management, Telecommunications, Contract Management, Negotiation, Outsourcing, Risk Management, Management, Procurement, Business Analysis, Software Documentation, Quality Assurance, Sales, Sourcing
Education
Universidad Autónoma de Madrid
BS, Biology
IEEE April 2008 - Present
IBM 2003 - 2007
JP Morgan Chase 2000 - 2003
Wyeth 1999 - 2000
Lehman Brothers 1998 - 1998
JPMorgan Chase 1997 - 1998
Education
Thomas Edison State College 2002 — 2006
Computer Science, Business
Barclaycard June 2010 - Present
JP Morgan Chase August 2004 - May 2010
JP Morgan Chase November 2003 - August 2004
JP Morgan March 2002 - November 2003
US Bank March 2001 - March 2002
US Bank January 1998 - March 2001
US Bank October 1995 - January 1998
US Bank February 1993 - October 1995
Citibank May 1992 - January 1993
Citibank July 1990 - May 1992
Education
Towson University 1984 — 1989
BS, Marketing, Management
JPMorganChase June 2005 - Present
JP Morgan Chase 2001 - Present
Washington Mutual 2005 - 2009
Washington Mutual Bank 2005 - 2008
JPMorgan Chase April 2001 - June 2005
Razorfish July 2000 - February 2001
GreenPoint Financial Corp. October 1995 - July 2000
GreenPoint Bank 1995 - 2000
Sanford C. Bernstein & Co., Inc. March 1994 - September 1995
Federal Reserve Bank of New York June 1992 - March 1994
Skills
Financial Modeling, Forecasting, Mergers, Due Diligence, Portfolio Management, Finance, Capital Markets, Banking, Business Strategy, Strategic Financial..., Analysis, Budgets, Strategic Planning, Strategy, Financial Services, Financial Analysis, Risk Management, Management, Corporate Finance, Mergers & Acquisitions, Financial Planning
Education
Tulane University - A.B. Freeman School of Business 1990 — 1992
MBA, Finance
University of Vermont 1983 — 1987
BA, Economics
JP Morgan Chase January 2011 - Present
JPMorgan Chase January 2008 - December 2010
JPMorgan Chase November 2006 - January 2008
Education
Towson University 2000 — 2004
BS, Economics
Sokanu November 2012 - Present
Teo Siguenza Architect March 2008 - August 2011
Bank Julius Baer June 1998 - March 2001
JP Morgan Chase June 1997 - June 1998
Standish, Ayer and Wood June 1995 - June 1997
Bankers Trust June 1992 - June 1995
Skills
Portfolio Management, Bonds, Securities, Mutual Funds, Treasury, Strategy, Currency, Asset Managment, Due Diligence, Mergers, Financial Modeling, Strategic Planning, Business Strategy, Entrepreneurship, Project Management, Chartered Financial...
Education
Union College 1988 — 1992
Economics, Economics
London School of Economics 1990 — 1991
Economics, Economics
HSBC Retail Banking and Wealth Management November 2013 - Present
HSBC February 2010 - November 2013
Triad Digital Media October 2009 - February 2010
Pricewaterhouse Coopers April 2005 - October 2009
JP Morgan Chase 1996 - 2005
Skills
Call Centers, Vendor Management, Call Center, Analytics, Customer Service, Process Improvement, Business Objects, Business Analysis, Workforce Management, Visio, Operations Management, Risk Management, Forecasting, Project Planning, Analysis, Requirements Gathering, Change Management, SharePoint, Cross-functional Team..., Program Management, Financial Reporting, SDLC, Banking, Financial Services, Microsoft Office, Strategic Planning, Microsoft Excel, Performance Management, Data Analysis, Web Analytics, Business Process..., Loans, Project Management, Business Intelligence, Access, Business Process, Training, CRM, Customer Satisfaction, Outsourcing, Customer Experience, Leadership
Education
University of South Florida 1989 — 1995
MA, Religious Studies, Biblical Archeology
Tulane University 1985 — 1989
BA, Classical History and Languages
Bank of America October 2008 - Present
JP Morgan Chase April 2002 - October 2008
Griffith Energy Services, Inc. November 1988 - April 2002
Skills
Jumbo Mortgage, Super Jumbo Mortgage, Mortgage Banking, Mortgage Lending, Home Equity, Refinance, FHA, VA, VA Mortgage, Purchase Loans, Expert Mortgage Guidance, Real Estate, Sales, First Time Home Buyers, Residential Homes, Investment Properties, Short Sales, Loans, Real Estate Transactions, Loan Origination, Finance, Home Equity Loans, Residential Mortgages, Commercial Real Estate, VA Loans
Education
Towson University 1983 — 1987
Bachelor's degree, Marketing/Business Administration
Morgan Stanley April 2006 - Present
JP Morgan Chase April 2004 - April 2006
Education
Towson University 1990 — 1996
AIG October 2014 - Present
Genre November 2013 - Present
GE Capital January 2012 - Present
Briston Myers Squibb August 2011 - June 2012
Ernst & Young August 2009 - February 2010
Utixo Technologies February 2008 - August 2009
Accenture 2006 - 2009
Business Objects 2005 - 2006
JP Morgan Chase 2003 - 2004
Kraft Foods 2003 - 2004
Skills
Business Intelligence, Data Warehousing, Business Analysis, Business Objects, Data Integration, Data Migration, Cognos, Program Management, SDLC, Enterprise Architecture, Informatica, SQL, Data Quality, DB2, Process Improvement, Visio, Requirements Analysis, Data Governance, IT Strategy, PMP, Business Process, Six Sigma, Solaris, MS Project, SharePoint, Vendor Management, Microstrategy, Telecommunications, Insurance, ETL, Data Modeling, Crystal Reports, Unix, Database Design, ITIL, Business Process..., PL/SQL, PeopleSoft, SQL Server, Datastage, HP-UX, Consumer Products, Teradata, Data Management, Business Intelligence..., Trillium, SAP BW, SAP Data Services, Agile & Waterfall...
Education
Tuskegee University 1977 — 1981
BS, Comp Sci/Mathematics
Brooklyn Technical High School 1973 — 1977
HS Diploma, Industrial Engineering
Texas A&M University August 2010 - Present
MRE Consulting June 2008 - August 2010
Shell Trading January 2010 - July 2010
JP Morgan Chase March 2009 - December 2009
Dynegy August 2008 - February 2009
Denim Group January 2008 - May 2008
NITLE June 2006 - August 2006
Education
Trinity University 2004 — 2008
BSci, Computer Science
Select Portfolio Servicing November 2014 - Present
Bank of America January 2013 - September 2014
JPMorgan Chase October 2007 - December 2012
JP Morgan Chase September 2007 - December 2012
ABN AMRO Bank N.V. January 2007 - September 2007
Merrill Lynch April 2004 - March 2006
Skills
Mortgage Lending, Financial Risk, Banking, Credit, Financial Services, Credit Analysis, Loan Servicing, Loss Mitigation, Loans, Risk Management, Portfolio Management, Operational Risk, Mortgage Banking, Mortgage Servicing, Loan Origination, Real Estate
Education
United States Merchant Marine Academy 1996 — 1999
Marine Engineering/Process Management, Marine Engineering
Sequent Energy Management April 2008 - Present
Citigroup August 2005 - April 2008
Sequent Energy Management October 2004 - August 2005
RWE Trading May 2002 - July 2004
Mirant February 2002 - May 2002
OpenLink Financial September 2000 - May 2002
Dynegy September 2001 - February 2002
Texaco January 2001 - June 2001
JP Morgan Chase December 1997 - July 2000
Education
Troy University 1991 — 1993
University of West Florida
JP Morgan Chase 2009 - Present
Education
The University of Texas at San Antonio 1987 — 2002
USAA February 2015 - Present
JPMorgan Chase November 2010 - February 2015
Booz Allen Hamilton October 2009 - November 2010
JP Morgan Chase June 2008 - October 2009
Wausau Insurance February 2008 - June 2008
Education
The University of Texas at San Antonio 2003 — 2007
Bachelor of Arts, Criminal Justice/White Collar Crime Investigation
JPMorgan Chase 1999 - July 2015
JP Morgan 1998 - July 2015
JP Morgan Chase 1998 - July 2015
JPMorgan 1999 - 2015
Skills
Mutual Funds, Fixed Income, Relationship Management, Banking, Risk Management, Project Management, Asset Management, Hedge Funds, Alternative Investments, Equities, Securities, Derivatives, Capital Markets, Financial Services, Investments
Education
Tufts University - The Fletcher School of Law and Diplomacy 1987 — 1989
MALD, International Relations
University of Massachusetts, Amherst 1980 — 1984
BA, Japanese Language and Lit
Touchpoint Search LLC October 2014 - Present
Pulse Electronics Corporation May 2011 - April 2015
USO 2014 - 2015
ModusLink Global Solutions April 2007 - April 2014
Interactive Data Corporation December 1999 - April 2007
Video Services Corporation October 1997 - November 1999
Pepsi Cola International 1990 - 1995
JP Morgan Chase 1982 - 1990
Square D Company 1979 - 1981
Skills
Financial Reporting, Cash Management, Mergers, Financial Analysis, Forecasting, Sarbanes-Oxley Act, Financial Modeling, Acquisition Integration
Education
Thunderbird School of Global Management 1981 — 1982
MIM, Masters of International Management
Tulane University 1974 — 1978
BS, Mechanical Engineering
JP Morgan Chase June 2014 - Present
Crosscountry Mortgage May 2012 - January 2014
JPMorgan Chase July 2011 - April 2012
JP Morgan Chase May 2011 - June 2011
JP Morgan Chase November 2009 - April 2011
Chase Home Finance June 1998 - March 2009
JP Morgan Chase 1998 - March 2009
Skills
B2B, Sales Process, Leadership, Sales, Selling, Marketing Strategy, Sales Management, Building Relationships, Customer Retention, Lead Generation, Marketing, CRM, Negotiation, Business Development, Account Management, New Business Development, Strategic Planning, Cold Calling, Salesforce.com, Team Building, Sales Operations, Direct Sales, Management
Education
Tiffin University 2010 — 2012
Bachelor of Business Administration
ALHS
JP Morgan Chase June 2014 - Present
Accenture June 2010 - May 2014
Pharmacy Insurance Corporation of America January 2008 - June 2010
Evertec, Inc. February 2005 - December 2007
University of Puerto Rico, Recinto de Ciencias Medicas August 2002 - January 2005
Skills
C#, Microsoft SQL Server, .NET, ASP.NET, Visual Studio
Education
University of Puerto Rico 1998 — 2003
Bachelor's Degree
USAA October 2012 - Present
Usaa June 2009 - September 2012
JP Morgan Chase March 2009 - June 2009
Wachovia February 2002 - February 2009
Skills
Leadership, Training, Management, Sales, Loans, Mortgage Lending, Mortgage Banking, Customer Service, Loan Origination, Sales Management, Coaching, Time Management
Education
The University of Texas at San Antonio 1994 — 2001
Bachelor of Science, Kinesiology
edo Interactive April 2014 - Present
Ardent Health Services June 2012 - March 2014
Vanderbilt University Medical Center June 2005 - June 2012
HCA February 2003 - May 2005
Independent Consulting March 2002 - February 2003
One Community Inc March 2000 - March 2002
PGS Data Management October 1998 - March 2000
JP Morgan Chase March 1997 - October 1998
Aerotek October 1996 - March 1997
PGS January 1996 - October 1996
Skills
Servers, Unix, AIX, System Administration, Disaster Recovery, Linux, Virtualization, Red Hat Linux, VMware, Network Administration, Security, F5 BigIP, SAN, Server Architecture, Juniper, Storage, DNS, Solution Architecture, AIX Administration, NAS, Cluster, Enterprise Software, PowerVM, TCP/IP, VMware ESX, Technical Support, Integration, Architecture, IBM Server Hardware, JUNOS, TSM, ITIL, Architectures, Storage Area Networks, VMware Infrastructure, IT Strategy, IT Operations, Budget Process, Budget Monitoring, Data Center, Puppet, IBM AIX
Education
Trevecca Nazarene University 2011 — 2013
Masters of Business Administration, Information Technology
University of California, Santa Barbara 1987 — 1992
BS, Chemical Engineering
JP Morgan Chase December 2010 - Present
JPMChase September 2005 - December 2010
First NBC 1992 - 1998
First Commerce Corporation 1992 - 1998
White Enterprises, Inc. 1988 - 1990
Skills
Business Analysis, SDLC, Banking, Vendor Management, Process Improvement, Management, Requirements Analysis, Program Management, Software Project..., Treasury Services, Product Management
Education
Tulane University
Bachelor’s Degree, Computer Science
Deloitte September 2014 - Present
Bank of America December 2012 - Present
JPMorgan Chase February 2011 - December 2012
JP Morgan Chase September 2010 - February 2011
Arizona State University January 2008 - May 2010
Skills
Time Series Analysis, SQL, Access, C, Shell Scripting, Design of Experiments, SAS, Statistical Modeling, Statistics, Data Mining, SVM, R, Predictive Modeling, Quantitative Analytics, Predictive Analytics, Data Analysis, SAS programming, Simulation
Education
University of Oxford - Said Business School 2006 — 2007
MSc., Management Research
Tsinghua University 2001 — 2005
BS, Nuclear Physics
PLS Logistics Services 2006 - Present
Blue Line Advisors, Inc 2005 - Present
Clark Holdings Inc. September 2009 - November 2011
JP Morgan Chase March 2001 - May 2005
Skills
Strategic Planning, Transportation
Education
Trinity College-Hartford
Political Science
Banco Itau Europa International September 2013 - Present
JP Morgan Chase July 2006 - August 2013
UBS Wealth Management 2003 - 2006
Citigroup Private Bank 1996 - 2003
Education
York University - Schulich School of Business 1990 — 1994
Master of Business Administration (MBA)
United States Merchant Marine Academy 1982 — 1986
Bachelor of Science (BS), Nautical Science and Marine Engineering
City National Bank April 2008 - Present
Union Bank 2005 - 2008
JP Morgan Chase 2003 - 2005
Skills
Banking, Payments, Treasury Management, Electronic Payments, Risk Management, Retail Banking, Financial Services, Commercial Banking, Vendor Management, Portfolio Management, Relationship Management, Credit, Business Analysis, Strategy, Management, Cash Management
Education
Tulane University - A.B. Freeman School of Business 1996 — 1998
MBA, Finance and Strategy
Food & Beverage, Inc, Chris's Cookies July 2009 - Present
Thunderbird School of Global Management August 2007 - May 2009
Pantaloon Retail India Ltd May 2008 - August 2008
ABN AMRO Bank July 2005 - July 2006
JP Morgan Chase February 2004 - October 2004
HDFC Bank August 2001 - February 2004
Education
Thunderbird School of Global Management 2007 — 2009
MBA, Global Marketing
K.C Law College, Mumbai University 1999 — 2001
BGL, Bachelor of General Law
St. Xavier's College, Mumbai University 1994 — 1999
Bachelor of Arts (BA), Economics
Silicon Valley Bank September 2011 - Present
Goldman Sachs August 2009 - August 2011
JP Morgan Chase January 2005 - August 2008
Education
Troy University in Montgomery 2003 — 2005
JP Morgan Chase December 2010 - Present
Firstmark Credit Union March 2009 - February 2011
Firstmark Credit Union February 2006 - February 2009
Firstmark Credit Union January 2004 - January 2006
Sherwin Williams 1985 - 2003
Education
The University of Texas at San Antonio 2000 — 2003
BBA, Finance
JP Morgan Chase August 2006 - June 2008
Education
Thunderbird School of Global Management 1971 — 1972
MIM, Marketing
University of Notre Dame 1967 — 1971
BA, Latin American Studies
Accenture November 2011 - Present
USAA May 2010 - October 2011
JP Morgan Chase January 2006 - September 2009
Skills
Credit, Banking, Financial Services, Supply Chain, Purchase Orders, Change Orders, Pricing Analysis, Property & Casualty..., Flood Insurance
Education
The University of Texas at San Antonio 2004 — 2009
Bachelor of Business Administration (BBA), Finance, General
ACI Worldwide March 2012 - Present
JP Morgan Chase March 2010 - February 2012
VMware December 2006 - December 2009
Skills
Cloud Computing, Vendor Management, Data Center, IT Strategy, SDLC, Project Management, Program Management, Process Improvement, Manage Client..., IT Management, Project Portfolio..., Disaster Recovery, Enterprise Architecture, Virtualization
Education
Thomas Edison State College 1980 — 1988
BA, Natural Sciences / Math
TD March 2013 - Present
Astoria Federal Savings April 2011 - March 2013
JP Morgan Chase April 2010 - April 2011
Radian Guaranty 2008 - 2010
AIG United Guaranty August 1999 - September 2008
Wells Fargo Home Mortgage 1997 - 1999
North American Mortgage Company 1994 - 1997
Education
Tulane University - A.B. Freeman School of Business 1989 — 1992
BSM, Business
Jesuit
JP Morgan Chase May 2010 - Present
Education
The University of Texas at San Antonio 2009 — 2011
B.B.A., Finance
Thomson Reuters September 2009 - Present
JP Morgan Chase June 2008 - September 2009
Bear Stearns July 1995 - June 2008
Education
Union College
BS, Biology
Acadian Ambulance March 2013 - Present
JP Morgan Chase May 2010 - February 2013
ESB Bank June 2009 - August 2009
ACADIAN AMBULANCE SERVICES, INC June 2006 - July 2008
LOUISIANA STATE SENATE May 2002 - July 2006
Education
Tulane University - A.B. Freeman School of Business 2008 — 2010
MBA, Finance, Entrepreneurship
Louisiana State University 2002 — 2006
BS, Finance
Bank of Oklahoma November 2009 - Present
JP Morgan Chase May 2006 - November 2009
Skills
Customer Service, Team Building, Public Speaking, Marketing, Training, Microsoft Excel, Retail, Microsoft Word, Microsoft Office, PowerPoint, Event Planning, Social Media, Direct Sales, Coaching, Fundraising, Mortgage Lending, Leadership, Social Networking
Education
Tulsa Community College
Associate's degree, Legal Assistant/Paralegal
Apple March 2015 - Present
Apple June 2013 - March 2015
Nationwide Insurance June 2011 - May 2013
Jumpline.com July 2010 - February 2011
JP Morgan Chase May 2009 - July 2010
Transylvania University September 2006 - April 2009
Skills
Perl, Python, Linux, MySQL, System Administration, Apache, zLinux, Django, Oracle ASM, Performance Tuning, Unix, Bash, Linux System..., Solaris
Education
Transylvania University 2006 — 2009
N/A, Computer Science
Drinker Biddle & Reath LLP November 2013 - Present
Fortune Brands February 2010 - February 2013
JP Morgan Chase April 1998 - January 2010
Seyfarth Shaw September 1994 - March 1998
Skills
Employee Benefits, ERISA, Health & Welfare..., Legal Writing, 401k, Employee Stock Options, Support Human Resources, Compensation & Benefits, HIPAA, Health & Welfare..., Teamwork, Health Care Reform, Executive Compensation, Employee Communications, Severance, Stock Awards, Deferred Compensation, Corporate Governance, Vendor Contracts, Employment Contracts, Mergers & Acquisitions, Due Diligence, Corporate Communications, Managing multiple..., Securities Regulation, Microsoft Office, Executive Pay
Education
University of Michigan Law School 1991 — 1994
Juris Doctor, Law
Tulane University 1987 — 1991
BS, Psychology
Rackspace, the #1 managed cloud company July 2015 - Present
DigitalOcean January 2015 - July 2015
DigitalOcean October 2014 - December 2014
Rackspace, the #1 managed cloud company July 2014 - October 2014
Rackspace, the Open Cloud Company December 2013 - July 2014
Rackspace, the Open Cloud Company November 2012 - December 2013
USAA 2012 - 2013
USAA 2012 - 2013
JP Morgan Chase September 2006 - October 2011
Skills
SQL, Unix, Cloud Computing, IT Strategy, Linux, MySQL, Rackspace Cloud, Servers, DNS, Apache, Databases, Operating Systems, Red Hat Linux, Web Services, Bash, Troubleshooting, TCP/IP, Web Applications, RedHat, WordPress, Linux System..., Iptables
Education
The University of Texas at San Antonio 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Cain Brothers & Company, LLC October 2014 - Present
J.P. Morgan October 2012 - October 2014
JP Morgan Chase July 2010 - October 2012
Skills
Financial Modeling, Financial Analysis, Bloomberg, Valuation, Investment Banking, Hedge Funds, Portfolio Management, Corporate Finance, Finance, Equities, Derivatives, Investments, VBA, Series 7, Series 63, Analysis, Fixed Income, Capital Markets, Strategy
Education
Tulane University 2009 — 2010
Masters, Finance
University of Central Florida 2003 — 2008
BS, Finance
CACI International Inc September 2013 - Present
CACI International Inc September 2013 - Present
Fannie Mae November 2010 - September 2013
Plasma Computing, Dallas, TX October 2011 - May 2012
Johnston Mclamb April 2008 - November 2010
Sprint/Nextel Reston July 2007 - March 2008
Fannie Mae August 2005 - June 2007
JP Morgan Chase November 2004 - July 2005
Bearing Point August 2003 - October 2004
NYCSCA April 1999 - July 2003
Skills
Big Data Arhitect, Big Data Analytics, Big Data - Hadoop, ETL, SDLC, Data Warehousing, SOA, Oracle, Business Intelligence, Agile Methodologies, Business Analysis, Data Modeling, Integration, SQL
Education
Thomas Edison State College
BA, Natural Sc./Mathematics
University of Pune
Bachelor, Computer science
Citi February 2012 - Present
MasterCard Advisors September 2007 - December 2009
Wells Fargo Bank November 2004 - September 2007
JP Morgan Chase April 1999 - November 2004
PNC Bank November 1996 - March 1999
Commission on Office Laboratory Accreditation December 1994 - November 1996
Citibank February 1991 - December 1994
Skills
Direct Marketing, Business Strategy, Product Development, Product Management, Marketing, Marketing Strategy, Strategy, Product Marketing, P&L Management, Mergers & Acquisitions, Leadership, Segmentation, Team Management
Education
Towson University 1987 — 1992
Bank of America April 2012 - Present
Illinois Housing Development Authority December 2011 - March 2012
JP Morgan Chase September 2009 - October 2011
Rushmore Financial Corp June 2007 - July 2009
Washington Mutual Bank March 2006 - June 2007
North Fork Bank April 2005 - February 2006
Argent Mortgage, LLC September 2003 - April 2005
HFC/HSBC March 2001 - September 2003
HFC/HSBC June 1999 - March 2001
HFC/HSBC November 1998 - June 1999
Skills
Mortgage Lending, Loans, Credit, Loan Origination, FHA, Underwriting, Credit Analysis, Loss Mitigation, Credit Risk, Financial Risk, Portfolio Management, Real Estate, Mortgage Underwriting, Mortgage Banking, Financial Services, Foreclosures, Residential Mortgages, Refinance, Consumer Lending
Education
Triton College
Accounting and Business Administration
JPMorgan Chase May 2014 - Present
JPMorgan Chase April 2012 - May 2014
JP Morgan Chase November 2008 - April 2012
Lehman Brothers December 2003 - November 2008
PwC August 2001 - December 2003
Education
Tulane University - A.B. Freeman School of Business 1997 — 2001
Bachelor's Degree, Accounting and Finance
Inter-American Development Bank March 2015 - Present
NEWGOTIATION SOLUTIONS INC February 2014 - February 2015
FGV January 2013 - August 2013
Organization of American States January 2012 - May 2012
JP Morgan Chase January 2010 - May 2011
Skills
Policy Analysis, International Relations, Spanish, Politics, International..., Stata, Higher Education, Latin America, French, SPSS, Analysis, Policy, Public Policy, Economics, Data Analysis, Government, Nonprofits, Research, Program Evaluation, Community Outreach, Econometrics, Fundraising, Political Science, Public Speaking, Strategic Communications, Grant Writing, Foreign Policy, Leadership, Event Planning, Editing, SAS, English, Strategic Planning, Public Relations, Critical Thinking, Volunteer Management, Organizational..., Capacity Building, PowerPoint, Social Media, Human Rights, Political Risk Analysis, Intercultural..., Diplomacy, Microsoft Excel, Qualitative Research, Economic Development, NGOs, International Trade, Project Planning
Education
Fundação Getulio Vargas / FGV 2013 — 2013
University of Southern California 2012 — 2013
Master of Public Policy and Management
University of California, Riverside 2004 — 2009
B.A, Economics
Universidad Complutense de Madrid 2008 — 2008
B.A, Spanish Literature
Duke Energy Corporation November 2010 - Present
Duke Energy Corporation November 2007 - November 2010
JP Morgan Chase July 2005 - November 2007
Duke Energy Corporation September 2003 - June 2005
Fifth Third Bank January 1999 - September 2003
Skills
PeopleSoft, Hyperion Enterprise, Analysis, Financial Reporting, Accounting, Financial Analysis, General Ledger, Account Reconciliation, Financial Accounting, Accounts Payable, US GAAP, Accounts Receivable, Process Improvement, Access, Microsoft Excel, Management, Outlook, Finance, Variance Analysis, Internal Controls
Education
Thomas More College 2002 — 2004
MBA, Business Administration
University of Cincinnati College of Business 1993 — 1998
BBA, Accounting
Scientific Design Company, Inc. November 2007 - Present
JP Morgan Chase August 2006 - October 2007
Bank of New York August 2006 - October 2007
Banco de Crédito BCP 1995 - March 2000
Club de la Union 1993 - 1995
Club de la Union 1993 - 1995
Skills
Process Improvement, Change Management, Microsoft Excel, Credit, Customer Service, Microsoft Office, Financial Analysis, Banking, PowerPoint, Social Media
Education
Universidad de San Martín de Porres 1995 — 2000
Bachelor, Communication Sciences
Integrity Aviation and Leasing January 2015 - Present
-- 2010 - 2015
Advisors Asset Management, Inc. July 2008 - August 2010
JP Morgan Chase 2003 - 2008
USAA 1987 - 2002
Skills
Leadership, Strategy, Series 7, Sales Management, Investments, Strategic Planning, Management, Executive Management, Business Development, Operations Management, Performance Management, Change Management, Customer Service, Training, Team Building, Recruiting, Banking, Leadership Development, Team Leadership, Cross-functional Team..., Personnel Management, Call Center, FINRA Series 7, 24, 66; Executive..., Customer Experience, Product Development, Product Management, Life Insurance, Series 63, Call Centers, Sales
Education
The University of Texas at San Antonio
BBA, Finance
University of the Incarnate Word
MBA, Management
PayPal February 2014 - Present
PayPal June 2013 - February 2014
Ford Credit May 2011 - June 2013
JP Morgan Chase May 2010 - May 2011
American Electric Power January 2007 - May 2010
Skills
Risk Management, SAS, Credit Risk, Risk Analysis, Statistics, SQL, Analytics, Financial Risk, Statistical Modeling, Quantitative Analytics, Data Mining, SAS programming, Market Risk, Logistic Regression, Risk Modeling, Customer Analysis, Risk Analytics, Predictive Modeling
Education
Wright State University 2005 — 2007
Master, Applied Statistics
Tongji University
Fifth Third Bank 2011 - Present
American Family Insurance 2009 - 2011
JP Morgan Chase 2008 - 2009
Aseguradora Solidaria de Colombia 2003 - 2006
Skills
Insurance, Financial Advisory, Life Insurance, Direct Sales, Retirement Planning, Small Business, Sales Presentations, International Sales, Customer Service, Community Service, Business Networking, Leadership, Fixed Annuities, Instructor-led Training, Strategic Planning, Finance, Team Building, Banking, Management, Public Speaking, Mortgage Lending, Risk Assessment, Claims Resolution, Mortgage Underwriting, Underwriting, Sales, Marketing
Education
Universidad de San Buenaventura
Bachelor of Laws (LL.B.), Business & Commerce Law
Universidad de San Buenaventura 1997 — 2002
Bachelor of Laws (LLB), Applied Economics
Wake Technical Community College
Windows Server Administration; MTA Program.
J.P Morgan Chase July 2006 - Present
Pershing LLC August 2000 - July 2006
The Williams Capital Group L.P May 1996 - August 1999
Education
Trinity College
Bachelor of Arts, Economics
St Paul's School
Trinity College-Hartford
The Jericho Project January 2009 - Present
Barclays Wealth October 2008 - December 2008
Lehman Brothers June 1999 - October 2008
JP Morgan Chase June 1993 - May 1999
OTC, Inc. August 1990 - December 1992
Skills
Private Equity, IPO, Equities, Strategic Consulting, Fundamental Analysis, Capital Markets, Emerging Markets, Fixed Income, Valuation, Alternative Investments, Financial Modeling, Investment Banking, Investment Management, Financial Markets, Hedge Funds, Business Strategy, Asset Management, Bloomberg, Management, Due Diligence, Strategy, Trading, Venture Capital
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
The Naganuma School Tokyo School of Japanese Language 1991 — 1992
Williams College 1986 — 1990
BA
Universidad Argentina de la Empresa 1988 — 1988
Phillips Exeter Academy 1982 — 1986
High School
JP Morgan Chase July 2010 - January 2014
Sempra Energy Trading July 2005 - July 2010
Skills
Shipping, Maritime, Operations Management, Maritime Operations, Transportation, Logistics, Freight, Supply Chain Management, Petroleum, Contract Negotiation, Negotiation, International Shipping, Tanker, Logistics Management, International Logistics, International Trade, Ports, Risk Assessment, Navigation
Education
United States Merchant Marine Academy 1996 — 2000
BACHELORS DEGREE, MARINE TRANSPORTATION
Eidelon October 2011 - September 2013
PMI Portland Chapter 2010 - 2013
Eidelon July 2006 - September 2011
Verizon Wireless May 2003 - June 2006
JP Morgan Chase August 2002 - April 2003
Skills
Program Management, Management Consulting, Consulting, Project Management, Management, Business Process..., Leadership, Strategic Planning, Business Process, Process Improvement, Business Analysis
Education
Thunderbird School of Global Management 2002 — 2005
M.I.M., International Development
JP Morgan Chase April 2011 - Present
American Income Life Insurance Company 2012 - 2014
American Income Life Insurance Company 2012 - 2014
American Income Life Insurance Company 2012 - 2014
JPMorgan Chase June 2010 - March 2011
EXPRESS June 2009 - May 2010
Sunsinger Wine & Spirits August 2007 - April 2009
Monmouth County Club Pool May 2003 - August 2007
Skills
Excel, Customer Service, PowerPoint, Banking, Sales Management, Event Management, Compliance
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (BS), Economics and Finance
The University of Western Australia 2009 — 2009
International Business
Alpha Recovery Corp. April 2014 - Present
CredEx Network, LLC October 2011 - April 2014
Streamline Consulting February 2010 - October 2011
JP Morgan Chase July 1997 - January 2010
Citi Group June 1994 - July 1997
Bank of America (MBNA) January 1990 - June 1994
Skills
Credit, Credit Cards, Financial Analysis, Mergers, Operations Management, Finance, Risk Management, Portfolio Management, Mortgage Lending, Loans, Loss Mitigation, Banking, Call Centers, Corporate Finance, Marketing, Financial Modeling, Credit Analysis, Process Improvement, Mergers & Acquisitions, Management, Credit Risk, Leadership, Executive Management, Financial Risk, Strategy, Financial Services, Investments, Underwriting, Business Development, Vendor Management, Healthcare, commercial
Education
Towson University 1988 — 1991
Bachelor of Science, Finance
JP Morgan Chase September 2011 - Present
United States Navy January 2003 - July 2007
Skills
Microsoft Office, Research, Government, Strategic Planning, Policy, Data Entry, Time Management, Problem Solving and...
Education
Thomas Nelson Community College 2009 — 2010
Midwood High School at Brooklyn College 1997 — 2001
Morgan Stanley Smith Barney 2006 - Present
JP Morgan Chase June 2005 - February 2006
Wachovia Securities (Formerly Prudential Securities) December 1991 - February 2005
Skills
Program Management, Wealth Management, Integration
Education
Tulane University Law School 1985 — 1988
JD
Tulane University 1981 — 1985
BA with Honors, History
Toyota August 2012 - Present
United States Army Reserve January 2011 - Present
JP Morgan Chase March 2004 - August 2012
Citibank August 2002 - February 2004
Skills
•Ability to work..., Strong coaching and..., Excellent interpersonal..., Good communication..., Good working knowledge..., Ability to preserve..., Employee Relations, Call Centers, Human Resources
Education
Ashford University 2010 — 2012
Master of Arts (MA), Human Resources Management, 3.67
The University of Texas at San Antonio 2005 — 2009
Bachelor's of Science, Community Health
JPMorgan Chase July 2014 - Present
JP Morgan Chase July 2000 - July 2014
The Merchants Company 1996 - 1999
Pickett Industries 1991 - 1996
USMC August 1980 - October 1986
Skills
Leadership, Management, Call Center, Customer Service, Mortgage Servicing, Residential Mortgages, Mortgage Banking, Call Centers, Coaching, Time Management
Education
Tulane University 2003 — 2003
Master Certificate, Business Management
University of Louisiana at Monroe 1974 — 1980
BBA, Accounting
State Street March 2014 - Present
JP Morgan Chase April 2008 - February 2014
Education
Unversity of Pennsylvania
Ph. D., Systems Engineering
University of Michigan
MSE, Industrial and Operations Engineering
United States Military Academy at West Point
JPMorgan Chase & Co. December 2012 - Present
JP Morgan Chase October 2009 - December 2012
Textron Financial August 2005 - August 2007
Skills
Microsoft Excel, Access, Invoice Processing, Microsoft Word, PowerPoint, Visio, Analysis
Education
Tulane University 2001 — 2005
Bachelor's degree, Finance, General
JP Morgan Chase 2010 - 2012
Education
The University of Texas at San Antonio 1998 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Deutsche Bank January 2015 - April 2015
JP Morgan Chase September 2014 - December 2014
Standard Chartered Bank February 2012 - May 2014
Israel Discount Bank May 2009 - August 2011
Skills
Ability to understand..., Knowledge of Rag W,..., AML investigator with..., Proficient in MS Word,..., Excellent communication..., Bilingual,..., Section 166, hPlus..., Anti Money Laundering, KYC, Financial Risk, Banking, OFAC, Payments, Due Diligence, Operational Risk, Credit Risk, Internal Audit, Bank Secrecy Act, Credit
Education
Concordia College-New York
Certificate in Economic Policy Management
Universidad Central del Este
Bachelor's Degree, Business, Management, Marketing, and Related Support Services