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
Evolve Bank and Trust November 2014 - Present
Community Bank September 2012 - November 2014
Independence Bank February 2011 - August 2012
JP Morgan Chase August 2007 - January 2011
Orange Community Bank October 2004 - August 2007
Union Bank May 2002 - October 2004
Skills
Bilingual Proficiency..., Ability to read, write..., Loans, Cash Management, Business Development, Financial Structuring, Commercial Lending, Commercial Banking, New Business Development, Banking, Small Business Lending, Credit, Credit Analysis, Lines Of Credit, Commercial Mortgages, Treasury Management, Consumer Lending, Mortgage Lending, SBA, Retail Banking, Loan Origination, Portfolio Management, Completed formal credit..., Branch Banking, Asset Based Lending, Securitization, Financial Analysis, Private Banking, Risk Management, Finance, Credit Cards, Deposits, Debt Restructuring, Cross Selling, SBA 504, Credit Risk, Branch Management, Relationship Management, Underwriting, Mortgage Banking, Cash Flow Lending, Refinance, Construction Loans, Middle Market, Financial Services, Treasury Services, Banking Relationships, Residential Mortgages, Financial Risk, Commercial Real Estate
Education
University of California, Los Angeles 1992 — 1995
North Miami junior high
North Miami junior high
SF Travel Tours July 2012 - Present
KAL BI Q May 2010 - February 2012
AD Ease June 2009 - July 2009
JP Morgan Chase August 2008 - March 2009
Merrill Lynch May 2007 - June 2008
Skills
Accounts Receivable, Administrative..., Analysis, Banking, Budgets, Business Intelligence, Business Strategy, Customer Service, CRM, Event Planning, Financial Analysis, Investments, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, PowerPoint, Public Relations, Research, Sales, Social Media
Education
University of California, San Diego 2005 — 2009
BA, Economics
Premier Physical Therapy June 2014 - Present
Johnny Rockets November 2010 - December 2013
JP Morgan Chase December 2009 - November 2010
Wachovia April 2006 - December 2009
Pick Up Stix (Carlson Companies) June 2004 - April 2006
Yum! Brands January 1997 - June 2004
Taco Bell July 1993 - December 1996
Skills
Location Intelligence, Asset Managment, Negotiation, Project Management, Real Estate Development, Mergers, Selling, Investment Properties, Strategic Planning, Retail, Leases, Contract Negotiation, Management, Real Estate, Corporate Real Estate, Mergers & Acquisitions, Property Management, Business Strategy, Portfolio Management, Budgets, Financial Modeling, Business Planning, Asset Management, Leadership, Disposition, Real Estate Economics, Real Estate Transactions, Due Diligence, Commercial Real Estate
Education
University of Southern California 1991 — 1993
MRED, Real Estate Development
University of Southern California - Marshall School of Business 1991 — 1993
MBA, Business
University of California, Los Angeles 1984 — 1989
BA, Political Science
Genesis Advisors January 2014 - Present
University of Delaware August 2008 - Present
TIAA-CREF August 2007 - August 2008
JP Morgan Chase March 1999 - August 2007
Skills
Portfolio Management, Investments, Securities, Bloomberg, Finance, Valuation, Risk Management, Financial Analysis, Trading, Financial Modeling, Economics, Strategic Financial..., Fixed Income, Equities, Series 7, Bloomberg Terminal, Corporate Finance, Analysis, Data Analysis
Education
University of Delaware - Lerner College of Business and Economics 2008 — 2010
Masters, Finance
University of California, Irvine - The Paul Merage School of Business 2008 — 2008
AACSB Accreditation, Education
Widener University 2004 — 2005
Certificate, Financial Planning
University of Delaware - Lerner College of Business and Economics 1993 — 1998
Bachelors, HRIM
Salesianum 1989 — 1993
Port of Los Angeles February 2015 - Present
City of Los Angeles July 2013 - March 2015
City of Los Angeles January 2011 - July 2013
Google Enterprise June 2010 - December 2010
Triple E Associates June 2007 - May 2010
JP Morgan Chase September 2005 - June 2007
City of Los Angeles July 2001 - June 2005
LA City Attorney's Office January 1999 - June 2001
Congresswoman Jane Harman March 1995 - January 1999
Security Pacific National Bank May 1988 - May 1992
Skills
Public Relations, Public Policy, Community Outreach, Government, Politics, Campaigns, Policy Analysis, Policy, Political Campaigns, Program Management, Strategy, Management, Fundraising, Nonprofits, Public Speaking, Budgets, Leadership, Economic Development, Legislative Relations, Media Relations, Analysis, Community Development, Strategic Planning, Crisis Communications, Organizational..., Coalitions, Public Affairs, Team Building, Local Government, Strategic Communications, Event Planning, Crisis Management, Volunteer Management, Governmental Affairs, Public Administration, Speech Writing, Political Consulting, Grassroots Organizing, Legislation, Political Communication, Grassroots, Organizational...
Education
University of Southern California - Marshall School of Business 1989 — 1991
MBA, Business Administration and Management, General
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Economics
University of California, Los Angeles 1979 — 1980
Chancellor's Scholar
Rolling Hills High School 1976 — 1980
Summit Machining Inc (Precision Castparts) July 2014 - Present
Carlton Forge Works (Precision Castparts) January 2013 - July 2014
Covidien July 2012 - January 2013
Carlton Forge Works January 2011 - July 2012
Skilled Nursing Pharmacy March 2009 - February 2011
JP Morgan Chase November 2008 - March 2009
Skills
SQL Proficient, Highly Proficient w/..., Microsoft Office, Excel, Analysis, Forecasting, Budgeting, PowerPoint, Word, Strategic Planning, Customer Service, Financial Analysis, Problem Solving, Public Speaking, Data Analysis, Social Media, Coaching, Financial Modeling, Outlook, Windows, Financial Reporting, Database Administration, Microsoft Word, Microsoft Excel, Budgets
Education
University of California, Riverside 2004 — 2009
B.A., Economics
Bank of America November 2009 - Present
JP Morgan Chase May 2003 - November 2009
CareerTrust 2000 - 2003
Skills
Home Equity Lines of..., Government Loans, Mortgage Lending, Refinance, Loans, Real Estate, Investments, Finance, FHA, Loan Origination, First Time Home Buyers, Mortgage Marketing, Residential Mortgages, Sales, Mortgage Banking, Residential Homes
Education
Bachelor of Arts Degree 1993 — 1997
University of California, Santa Barbara 1993 — 1997
Bachelor of Arts
Enbridge July 2014 - Present
TransCanada May 2012 - July 2014
TD Securities May 2011 - August 2011
Deutsche Bank February 2009 - December 2009
JP Morgan Chase September 2007 - January 2009
McCann Erickson (India) Pvt. Ltd April 2005 - May 2005
Skills
Financial Analysis, Forecasting, Financial Modeling, Financial Accounting, Account Reconciliation, Financial Reporting, Variance Analysis, Planning Budgeting &...
Education
CPA Canada 2014 — 2016
Chartered Professional Accountant
The University of Calgary 2010 — 2012
Master of Business Administration, Finance
M.M.K College of Commerce & Economics 2007 — 2009
Master of Commerce, Accounting
H.R. College of Commerce & Economics 2004 — 2007
Bachelor of Commerce, Financial Accounting & Auditing
Berkshire Hathaway Homestate Companies September 2014 - Present
Berkshire Hathaway Homestate Companies November 2013 - Present
JP Morgan Chase April 2012 - November 2013
Citi August 2010 - April 2012
UC Santa Barbara September 2006 - June 2010
Skills
Financial Modeling, Analysis, Management, Microsoft Excel, Loans, Microsoft Office, Project Management, Customer Service, Process Improvement, Financial Analysis, Access, Banking, Outlook, Leadership, Research
Education
University of California, Santa Barbara 2006 — 2010
Bachelor's degree, Biopsychology
JP Morgan Chase July 2012 - Present
JPMorgan Chase January 2011 - July 2012
Bank of America October 2009 - January 2011
Bank of America September 2007 - October 2009
Bank of America January 2006 - August 2007
Wells Fargo Financial June 2005 - January 2006
Skills
Treasury Management, Banking, Cash Management, Liquidity Management, Commercial Banking, ACH, Lockbox, Portfolio Management, Business Development, Cross Selling, Payments, Relationship Management, Sales Management, Treasury, Finance, Financial Services
Education
University of California, Davis 2001 — 2005
BS, Managerial Economics
JP Morgan Chase February 2015 - Present
Mortgage Master, Inc. November 2012 - February 2015
Wells Fargo Home Mortgage September 2001 - September 2012
Wells Fargo Home Mortgage June 1997 - September 2001
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Banking, Collaboration, Finance, Loans, Mortgage Lending, Operating Budgets, Performance Metrics, Presentations
Education
University of California, San Diego 1984 — 1989
Bachelor of Arts, Quantitative Economics & Decision Sciences
Moore and Company August 2014 - Present
Thomas M Costello, CPA December 2013 - May 2014
PwC December 2012 - April 2013
JP Morgan Chase 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Team Leadership, Public Speaking, Accounting, Tax
Education
University of Miami - School of Business 2013 — 2014
Masters of Science in Taxation
University of Central Florida 2009 — 2012
Bachelor of Science (B.S.), Accounting
Absolute Exhibits, Inc. August 2013 - Present
Absolute Exhibits, Inc. September 2011 - August 2013
JP Morgan Chase April 2010 - 2011
Tax & Financial Group July 2009 - March 2010
Skills
Microsoft Office, Management, Marketing, Sales, Team Building, Customer Service, Leadership, Small Business, Finance, Event Planning, Marketing Strategy, Social Media Marketing, Selling, Account Management, Budgets, Social Media, Microsoft Excel, SEO
Education
University of California, Berkeley 2004 — 2008
B.A, Interdisciplinary Studies
Alvarez & Marsal December 2014 - Present
Western Payments Alliance April 2012 - Present
JP Morgan Chase April 2011 - March 2012
Bank of America December 2007 - June 2010
Bank of America 2010 - 2010
Bank of America January 2006 - December 2007
Skills
Financial Analysis, Leadership, Analysis, Financial Modeling, Business Intelligence, Business Analysis, Finance, Management, Project Management, Analytics, Data Analysis, Business Strategy, Business Development, Forecasting, Financial Services, SQL, Microsoft Excel, PowerPoint
Education
University of Southern California - Marshall School of Business 2009 — 2011
Masters of Business Administration
University of California, Berkeley 2002 — 2005
Bachelor of Arts, English
Cisco Systems October 2012 - Present
Cisco Systems February 2011 - November 2012
Cisco Systems February 2007 - February 2011
JP Morgan Chase September 2004 - May 2006
Skills
SaaS, Churn, Renewals, Cross-functional Team..., Business Process..., Strategy, Project Management, Management, Cloud Computing, Leadership, Program Management, Team Management, Team Leadership, Operations Management, Executive Reporting, Reporting & Analysis, Operational Execution, Business Planning, Clouding Computing SaaS, Data Analysis, Vendor Management, Solution Selling, CRM, Salesforce.com, Agile Methodologies, Enterprise Software, Product Management
Education
UOP 2009 — 2011
MBA, Business Administration
UC Davis 2010 — 2010
Certificate Course, Project Management
UOP 2001 — 2004
B.S., Business Administration
JP Morgan Chase April 2011 - Present
Tracy Ramsey & Associates/Cobalt Financial Corporation April 2006 - April 2011
Equity One Lenders Group January 1998 - April 2006
Skills
Mortgage Banking, Mortgage Lending, Real Estate, Refinance, Lines Of Credit, Loss Mitigation, Residential Mortgages, FHA, Loan Origination, Loans, VA loans, FHA financing, Credit, Credit Analysis, USDA, Real Estate Financing, FHA Financing, VA Loans
Education
University of California, San Diego 1986 — 1991
B.A., Literature and Economics
JP Morgan Chase September 2010 - Present
Skills
Quality Center, User Acceptance Testing, QTP, Regression Testing, Test Management, Defect Tracking, Test Cases, Manual Testing, Test Strategy, SDLC, System Testing
Education
University of Cape Coast 2005 — 2009
Bachelor's degree, Business Administration and Management, General
Infer, Inc. April 2015 - Present
Coverity March 2011 - February 2014
Coverity August 2010 - March 2011
JP Morgan Chase October 2009 - October 2009
University of California, Santa Cruz October 2007 - April 2008
University of California, Santa Cruz December 2005 - April 2007
Titan Computer Services June 2004 - August 2004
Skills
Java, Programming, Software Engineering, Linux, Software Development, Eclipse, Unix, Git, Ruby, Shell Scripting, Bash, Unix Shell Scripting, PostgreSQL, Ant, CVS, SQL, HTML, SaaS
Education
University of California, Santa Cruz 2005 — 2009
Bachelor of Science (B.S.), Physics
Cenlar FSB July 2015 - Present
Cenlar FSB January 2014 - June 2015
JPMorgan Chase 2010 - 2013
JP Morgan Chase 2009 - 2010
Skills
Banking, Loans, Relationship Management, Retail Banking, Mortgage Lending, Private Banking, Mortgage Banking, Credit Cards, Consumer Lending, Small Business Lending, Residential Mortgages, Financial Analysis, Underwriting, Loan Origination, Financial Risk
Education
University of Central Florida - College of Business Administration
Bachelor's Degree, Business Administration / Minor in Organizational Communication
Gateway Mortgage Group, LLC July 2015 - Present
JP Morgan Chase February 2014 - July 2015
JP Morgan Chase October 2010 - January 2014
Aurora Loan Services December 2008 - October 2010
Financial Strategies May 2007 - February 2008
NovaStar Mortgage January 2007 - April 2007
Oak Street Mortgage September 2003 - November 2006
FirstRing April 2002 - August 2003
Waddell & Reed January 2001 - February 2002
The Money Store January 1994 - May 1999
Skills
Call Center, Workshop Facilitation, Performance Management, Change Management, Training, Leadership, Mortgage Lending, Recruiting, Program Management, Call Centers, Cross-functional Team..., Human Resources, Mortgage Banking, Team Leadership, Strategic Planning, Marketing, Management, Coaching, Sales
Education
University of California, Davis - Graduate School of Management 1996 — 1999
MBA
JPMorgan Chase August 2011 - Present
JP Morgan Chase April 2011 - June 2011
JPMorgan Chase September 2008 - December 2010
Skills
Banking, Credit, Loans, Mortgage Lending, Equities, Fixed Income, Financial Analysis, Series 7, Portfolio Management, Derivatives, Credit Analysis, Investments, Series 63, Bloomberg, Financial Modeling, Mortgage Banking, Credit Risk, Loan Origination, Risk Management, Investment Banking
Education
University of California, Berkeley 1994 — 1996
University of Utah 1990 — 1993
American Express January 2013 - Present
JP Morgan Chase October 2011 - January 2013
JPMorgan Chase June 2010 - September 2011
Bank of America March 2008 - March 2009
Bank of America January 2007 - February 2008
Bank of America May 2005 - January 2007
Bank of America October 1999 - November 2004
Bank of America February 1996 - October 1999
Bank of America 1994 - 1996
Skills
Risk Management, Vendor Management, Process Improvement, Credit Cards, Operational Risk..., Analysis, Call Center, Corporate Communications, Team Building, Training & Development, Problem Solving, Environmental Education, Quality Assurance, Six Sigma, FMEA, Business Continuity, Strategic Sourcing, Talent Management, Talent Acquisition, Talent Development, Talent Assessment, Banking, Risk Assessment, Risk Mitigation, Privacy, Compliance, Human Capital Management, Diversity, Diversity Training, Mentoring, Third Parties, Fraud Prevention, College Relations, Regulatory Analysis, Regulatory Requirements, Translation, Investigations, Research, Default, Debt Collection, Loss Mitigation, Asset Management, Strategic Planning, Executive Communications, Branch Management, Regional Managers, Internal Communications, Mortgage Banking, Identity Theft, Financial Risk
Education
University of California, Irvine 1980 — 1985
Bachelor of Arts, Economics
Citi November 2014 - Present
Treesdale Partners July 2011 - November 2014
Barclays Capital January 2010 - January 2011
Barclays Capital 2007 - 2009
Merrill Lynch 2006 - 2007
Merrill Lynch 2004 - 2006
Merrill Lynch 2002 - 2004
Merrill Lynch 2000 - 2002
JP Morgan Chase 1997 - 2000
Royal Bank of Canada 1993 - 1997
Skills
Fixed Income, Derivatives, Trading, Hedge Funds, FX Options, Options, Financial Structuring, Structured Finance, Investments, Commodity, Asset Management, ETFs, Mutual Funds, Currency, Portfolio Management
Education
University of Cambridge 1988 — 1991
MA, Economics
Weill Cornell Medical College August 2015 - Present
Weill Cornell Medical College April 2013 - Present
NYU Langone Medical Center May 2006 - March 2013
NYU Langone Medical Center July 2004 - April 2006
NYU Langone Medical Center April 2004 - June 2004
JP Morgan Chase September 2001 - September 2003
Maxxum International Training and Research, Inc. January 1990 - December 1998
Skills
Financial Analysis, Non-profits, Healthcare, Program Development, Policy, Leadership, Community Outreach, Clinical Research, Project Planning, Data Analysis, Grants, Budgets, Strategic Planning, Healthcare Management, Program Management, Nonprofits, Public Health, Hospitals, Training, EMR, Research, Management, Recruiting, Staff Development, Healthcare Information..., Grant Writing, Healthcare Consulting, Clinical Trials, Revenue Cycle, Medicine, Program Evaluation, Physicians, Physician Relations, Epic Systems, Quality Improvement, EHR, Informatics, Process Improvement, Project Management, Analysis, Finance, Team Building, HIPAA, Customer Service, Marketing, Financial Modeling, Business Strategy, Change Management, Microsoft Excel, Administration
Education
NYU Wagner Graduate School of Public Service 2008 — 2010
MPA, Non-Profit Management, 4.0
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
BS, Business Administration, Finance, Accounting, 3.9
Altria December 2013 - Present
Reply.com September 2013 - January 2014
UC Berkeley August 2010 - December 2012
UC Berkeley January 2011 - December 2011
JP Morgan Chase August 2010 - May 2011
Skills
Entrepreneurship, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Bloomberg, Equities, Investments, Fixed Income, Portfolio Management, Capital Markets, Corporate Finance, Microsoft Excel, Public Speaking, PowerPoint, Management, Customer Service, Sales
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), BA, Business Administration, Political Economics
University of California, Berkeley 2009 — 2013
Bachelor of Science (BS), BA, Business Administration, Political Economics, Psychology
Deloitte Consulting 2012 - Present
Cross Keys Capital, LLC 2011 - 2011
JP Morgan Chase 2010 - 2010
UBS Investment Bank 2009 - 2010
Calyon Securities 2008 - 2009
JP Morgan 2006 - 2008
Skills
Valuation, Fixed Income, Financial Modeling, Capital Markets, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Restructuring, Portfolio Management, Emerging Markets, Investment Banking
Education
University of California, Los Angeles
BA, Economics & Accounting
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy & Operations
Atwell Construction Inc 2015 - Present
Fidelity Investments October 2013 - Present
Pershing 2010 - 2013
JP Morgan Chase December 2008 - October 2010
Ameriprise Financial Services, Inc. May 2008 - November 2008
Skills
Mutual Funds, Securities, Retirement Planning, Investments, Banking, Wealth Management, Financial Services, Portfolio Management, Credit, Equities, Fixed Income, Series 7, Series 66, Loans
Education
University of Central Florida 2004 — 2008
Finance
JP Morgan Chase June 2009 - Present
Skills
Employee Benefits, Real Estate, Sybase, Strategic Planning, Business Planning, Sales, Product Control, Equity Derivatives, Options, Finance, New Business Development, Change Management, Investments, Real Estate Transactions, Mortgage Banking
Education
UCSB 2002 — 2005
History
University of Arizona 2000 — 2002
Political Science
JPMorgan Chase July 2014 - Present
JP Morgan Chase August 2008 - July 2014
GE Money August 2007 - August 2008
Skills
Data Mining, Risk Analytics, SAS, Underwriting, Risk Management, Credit Cards, Segmentation, Predictive Modeling, Decision Trees, Customer Acquisition, Customer Experience, Retail Banking, Statistical Modeling, Analysis, Portfolio Management, Credit, Data Analysis, Analytics, Financial Risk, Credit Risk
Education
University of Pune 2005 — 2007
M.Sc, Statistics
University of Calcutta 2002 — 2005
B.Sc Hons., Statistics
EMPOWER Retirement September 2014 - Present
JPMorgan Chase December 2010 - August 2014
JP Morgan Chase March 2010 - December 2010
Reece and Nichols January 2007 - March 2010
JP Capital Group, LLC2005 2007 - March 2010
Reece and Nichols April 2005 - March 2010
Sprint September 2003 - March 2005
Consumer Marketing Finance August 2000 - September 2003
PEPSI-COLA NORTH AMERICA January 1996 - January 1998
Disneyland January 1994 - January 1996
Skills
Forecasting, Financial Analysis, Real Estate, Business Analysis, Budgets, Investments, Strategic Financial..., Investment Properties, Corporate Finance, Sales, Marketing, Business Planning, Business Process..., Variance Analysis, Real Estate Transactions
Education
University of California, Irvine 1994 — 1996
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Illinois at Urbana-Champaign 1986 — 1990
Bachelor's degree, Chemical Engineering
BBVA Compass September 2010 - October 2014
JP Morgan Chase February 1999 - August 2010
Latina Chamber Denver 2006 - 2008
Skills
Commercial Real Estate, Real Estate, Leadership, Microsoft Excel, Cash Management, Commercial Banking, Credit, Banking, Management, Leadership Development, Commercial Lending, Small Business Lending
Education
University of California, Irvine 1982 — 1985
BA, Spanish Literature
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase March 2012 - January 2015
SAIC June 2011 - February 2012
JP Morgan Chase December 2009 - February 2012
Raymond James Financial December 2010 - December 2010
Skills
Economics, Financial Markets, Risk Management, Portfolio Management, Banking
Education
University of Central Florida - College of Business Administration 2007 — 2011
BSBA, Financial Economics
DocuSign January 2014 - Present
Blue Shield July 2009 - Present
AAA September 2008 - July 2009
JP Morgan Chase September 2007 - September 2008
JPMorgan Chase July 2006 - August 2007
JPMorgan Chase October 2005 - June 2006
Wells Fargo Financial January 2005 - October 2005
Celerity Consulting Group June 2002 - January 2004
Skills
Direct Marketing, Marketing, Customer Acquisition, Access, Analytics, Cross-functional Team..., Email Marketing, Management, Direct Mail, SEM, Strategy, Web Analytics, Database Marketing, Lead Generation, Integrated Marketing, Online Marketing, Web Marketing, Marketing Strategy, Marketing Communications, Leadership, Data Analysis
Education
University of California, Davis 1997 — 2002
Bachelor of Science (BS), Economics & minor in Computer Science
Bank of the West June 2010 - Present
Blackhawk Network May 2009 - April 2010
JP Morgan Chase July 2007 - October 2009
Harland Financial Solutions March 2003 - June 2007
Providian Financial April 1998 - October 2002
AT&T August 1996 - March 1998
Bank of America October 1994 - July 1996
Skills
Vendor Management, PMO, PMP, Agile Methodologies, SDLC, Business Intelligence
Education
University of California, Los Angeles 1989 — 1993
Bachelor's Degree, Business Economics
AARP June 2012 - Present
AARP June 2007 - July 2012
AOL May 2006 - May 2007
American Express March 2004 - March 2006
JP Morgan Chase September 2002 - February 2004
The Advsiory Board Company 1996 - 2000
Education
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
MBA, Marketing
University of Pennsylvania
BA
Ally Financial Inc. January 2014 - Present
Aurora Bank FSB (Formerly Lehman Brothers Bank) 2009 - 2013
Fannie Mae Foundation 2008 - 2009
JP Morgan Chase 2005 - 2008
J.P. Morgan 2003 - 2005
Capital Management Sciences 2000 - 2002
Norwest Mortgage Company (Currently Wells Fargo Home Mortgage) 1997 - 2000
Fermilab 1991 - 1997
Skills
Market Risk, Liquidity Risk, Counterparty Risk, ALM, ALCO, Risk Systems, Risk Models, Risk Measurement, Risk Metrics, Scenario Analysis, Stress Testing, Greeks, VAR, CCAR, Mortgage Analytics, Secondary Mortgage..., Mortgage Servicing, Interest Rate Risk..., Structured Securities, Loan Pricing, Asset Modeling, Risk Based Pricing, Backtesting, Regulatory Capital, Economic Capital, Model Development, Bond Pricing, Risk Modeling, Prepayment, LGD, Relative Value, Regulatory Agencies, Financial Policies &..., Governance, Bloomberg, Derivatives, Capital Markets, MBS, Financial Risk, Portfolio Management, Options, Hedging, Enterprise Risk..., Valuation, Fixed Income, Loans, Treasury, Risk Management, Banking, Credit
Education
University of California, Riverside 1986 — 1991
Ph.D., Particle Physics
Universite des Sciences et Technologie, Algiers - Algeria 1981 — 1985
Bachelor of Science (B.S.)
Liberty Mutual Insurance June 2012 - Present
JP Morgan Chase July 2005 - June 2012
Skills
Banking, Credit, Customer Service, Financial Analysis, Financial Services, Fixed Annuities, Insurance, Investments, Underwriting, Risk Management, Mutual Funds, Mortgage Lending, Loans
Education
University of Central Florida - College of Business Administration 2001 — 2011
Bachelors, Management
Guaranteed Rate July 2012 - Present
W.J. Bradley Company 2009 - July 2012
JP Morgan Chase 2008 - 2009
Washington Mutual, Inc. 1991 - 2008
Skills
Mortgage Lending, Refinance, Loans, VA loans, FHA, Banking, Real Estate, Credit, Mortgage Banking, Underwriting, Certified Mortgage..., Residential Mortgages, New Business Development, Investment Properties, Finance, FHA financing, Foreclosures, Sales, Loan Origination, Government Loans, Reverse Mortgages, USDA, Real Estate Financing, Mortgage Underwriting, Non-Conforming, Credit Analysis, Real Estate Economics, Home Equity Loans, Consumer Lending, First Time Home Buyers, Referrals
Education
University of California, Los Angeles
BA, Political Science with a Specialization in Business
Travelers June 2012 - December 2014
Zurich Insurance April 2010 - June 2012
AppLabs - A CSC Company April 2010 - June 2012
JP Morgan Chase August 2009 - March 2010
MassMutual Financial Group January 2008 - July 2009
Cigna Healthcare August 2007 - December 2007
Wells Fargo April 2007 - August 2007
Hanover Insurance Group September 2006 - March 2007
AT&T March 2005 - September 2006
Bellsouth July 2003 - March 2005
Skills
Testing, Quality Center, Test Planning, Quality Assurance, SDLC, Test Strategy, Agile Methodologies, Regression Testing, QTP, Manual Testing, Test Cases, Test Management, Project Management, Business Analysis, User Acceptance Testing, Customer Service, System Testing, WinRunner, HP Quality Center, HP QTP, Resource Management, Management, Requirements Analysis, Agile Project Management, Vendor Management, Business Intelligence, Leadership, SQL, SoapUI, Customer Relations, Test Director, Team Leadership, ETL, Automation, Teradata Data Warehouse, Data Warehousing
Education
University of Bridgeport 1900 — 2003
MS
GNDEC 1997 — 2000
2000
Eclipse Advantage August 2012 - Present
JP Morgan Chase April 2011 - August 2012
JP Morgan Chase January 2009 - April 2011
Washington Mutual July 2004 - January 2010
Skills
Business Analytics, Portfolio Management, Vendor Management, Loans, Application Development, Software Project..., Underwriting, Default, Business Intelligence, Data Analysis, Data Warehousing, Database Design, SQL Server 2000-2008, Oracle SQL, Mortgage Servicing, Loan Servicing, People Management, Team Management, Process Improvement, MIS Reporting, Mortgage Banking, Banking, Microsoft SQL Server, SQL, Management, SDLC, Leadership, Software Development, Relationship Management, PMO, Analytics, Visio, Risk Management, Business Analysis, ETL, Data Modeling, Budgets, Business Process..., Disaster Recovery, Business Process, Financial Services, Requirements Gathering, MIS, Integration, Requirements Analysis, IT Strategy, Project Portfolio..., Business Requirements, Business Objects, Enterprise Architecture
Education
University of Central Florida - College of Business Administration 2002 — 2006
Masters of Science, Management Information Systems
University of Central Florida - College of Business Administration 1998 — 2002
Bachelors of Science, Business Administration - MIS
Amazon August 2013 - Present
American Express February 2011 - August 2013
JP Morgan Chase March 2008 - February 2011
Radixx International May 2006 - March 2008
SAIC December 2004 - March 2006
Skills
Oracle RAC, Oracle, High Availability, Data Guard, GoldenGate, RMAN, Disaster Recovery, Data Warehousing, Performance Tuning, SQL, SQL Tuning, OLTP, AIX, Oracle Enterprise Linux, Red Hat Linux, Solaris, Unix, VMS, EMC Storage, Unix Shell Scripting, PL/SQL, Replication, Enterprise Architecture, Data Migration, Shell Scripting, Netbackup, Veritas Cluster Server, System Administration, Integration, RedHat, Perl, Data Warehouse..., OBIEE, Databases, Linux, Cluster, Database Administration, Oracle ASM, IBM AIX
Education
University of Central Florida 2002 — 2004
Bachelor's, Information Systems
Digital Risk January 2015 - Present
JPMorgan Chase August 2011 - January 2015
JPMorgan Chase January 2009 - August 2011
WaMu January 2008 - January 2009
JP Morgan Chase January 1998 - January 2009
Washington Mutual October 2004 - January 2008
SunTrust 1996 - 1998
Skills
Call Center, Banking, Mortgage Lending, Vendor Management, Loans, Credit, Relationship Management, Underwriting, Process Improvement, Operations Management, Risk Management, Leadership, Performance Management, Change Management, Credit Cards, Program Management, Project Management, Software Documentation, Team Building, Training, Management, Strategic Planning, Data Analysis, Call Centers, Analysis, Business Analysis, Mortgage Banking, Business Process..., Loss Mitigation, Coaching, Financial Services, Finance, Loan Origination, CRM, Customer Service, Consumer Lending
Education
University of Central Florida 1980 — 1982
Radiant Logic February 2009 - Present
JP Morgan Chase September 2008 - February 2009
WaMu October 2005 - September 2008
Washington Mutual Card Services October 2005 - September 2008
Washington Mutual Bank October 2005 - September 2008
Providian Financial May 2005 - October 2005
Providian Financial June 2004 - July 2004
Skills
SQL, SAS, Informatica, Visual Basic, Java, C#, Perl, Oracle, SDLC, Python, Business Intelligence, Business Objects, Analysis, Databases, C++, Business Analysis, Management
Education
University of California, Santa Barbara 2002 — 2004
Bachelor of Sciences (B.S.), Computer Sciences
JP Morgan Chase July 2009 - Present
Pacific National Bank September 2008 - June 2009
Wells Fargo Bank, NA November 2004 - August 2008
Skills
Loans, Commercial Lending, Commercial Banking, Credit, Small Business Lending, Credit Analysis, Banking, Portfolio Management, Relationship Management, Treasury Management, Cash Management, Credit Risk, Investments, Financial Services, Lines Of Credit, Loan Origination, Private Banking, Wealth Management, Underwriting, Finance, Financial Risk, Financial Analysis, Funding, Strategic Financial..., Investment Banking, Risk Management
Education
University Of Prishtina (Kosovo) 1996 — 2008
Undeclared- Economics College (Fakulteti Ekonomik)
University of California, Berkeley 1999 — 2002
Economics, Political Economy of Industrial Societies (PEIS).
Neustar, Inc. November 2014 - Present
JPMorgan Chase June 2013 - November 2014
JPMorgan Chase October 2010 - June 2013
JP Morgan Chase April 2007 - October 2010
Washington Mutual September 2004 - April 2007
ACC Capital Holdings July 2003 - August 2004
Accenture January 2001 - July 2003
Skills
Business Process, Agile Methodologies, Release Management, Requirements Gathering, Software Development, Cross-functional Team..., Requirements Analysis, Waterfall, Production Support, Vendor Management, Process Improvement, Enterprise Software, Project Management, Confluence, MS Project, Mingle, MS Excel Pivot Tables, Atlassian JIRA, Business Analysis, SDLC
Education
University of California, Berkeley 1996 — 1999
B.A., Economics
U.S. Bank December 2013 - Present
JP Morgan Chase August 2009 - November 2013
Benchmark Financial Groups August 2007 - January 2009
Nationwide Funding September 2005 - January 2006
Skills
Financial Analysis, Customer Relations, Financial Reporting, Credit, Contract Negotiations, Direct Sales, Customer Service, Account Management, Process Improvement, Banking, Contract Negotiation, Risk Management, Sales, Networking, Analytics, Cold Calling, Management, Business Development, Leadership, Loans, Finance, Portfolio Management, Microsoft Office
Education
University of California, Irvine 2000 — 2005
Bachelors, Ecomonics
JP Morgan Chase March 2002 - Present
JPMorgan Chase 2002 - Present
Skills
Business Analysis, SDLC, Vendor Management, Requirements Analysis, Strategic Planning, Banking, Management, Project Management, Call Centers
Education
University of Central Florida
Bachelor's degree, Business Administration and Management
University of Central Florida
Bank of America October 2015 - Present
Bank of America February 2014 - September 2015
JP Morgan Chase March 2010 - September 2013
Bank of America December 2004 - March 2010
NIIT Center 1989 - 1995
Skills
Customer Service, Banking, Credit, Consumer Lending, Loans, Retail Banking, Cross Selling, Credit Risk, Finance, Financial Services, Leadership, Relationship Management, Management, Business Strategy, Mortgage Lending
Education
St. Joseph's Convent
University of Calcutta
Bachelor of Arts, Philosophy
Atlantic Bay Mortgage Group March 2015 - Present
PNC September 2014 - March 2015
BBVA Compass April 2014 - September 2014
JPMorgan Chase January 2013 - April 2014
JP Morgan Chase March 2010 - January 2013
RP Funding April 2009 - February 2010
JPMorgan Chase August 2006 - January 2008
Skills
Mortgage Banking, FHA, Mortgage Lending, Refinance, Loan Origination, FHA financing, Credit, VA loans, FHLMC, FNMA, Residential Mortgages, Loans, Real Estate, Super Jumbo, Investment Properties, Leadership, Banking, Sales, Credit Analysis, Underwriting, USDA, Consumer Lending, Employee Training, Mortgage Underwriting, Reverse Mortgages, VA Loans, Government Loans, Internet Recruiting, FHA Financing, Home Equity Loans, Talent Management, Sales Management, Recruiting
Education
University of Central Florida 1995 — 2000
Music/Marketing
University of Central Florida 1995 — 1999
Music Performance, General
Stringify March 2014 - Present
SK planet November 2013 - November 2014
JP Morgan Chase October 2010 - November 2013
SanDisk July 2008 - October 2010
Hands-On Mobile July 2007 - July 2008
Amp'd Mobile March 2006 - July 2007
Tower Records June 1998 - March 2006
GetThere.com 1997 - 1998
Stanford University 1995 - 1997
Skills
Product Marketing, Integrated Marketing, Strategy, Mobile Marketing, Performance Based..., Mobile Devices, Demand Generation, Digital Strategy, Product Management, Strategic Partnerships, Product Strategy, Start-ups, Creative Direction, CRM, Marketing Strategy, Digital Marketing, Advertising, E-commerce, Marketing Management, Social Media Marketing, Brand Development, Segmentation, Mobile Applications, New Business Development, Email Marketing, Direct Marketing, Business Strategy, Strategic Planning, Retail, Digital Media, Mobile Payments, New Media, Competitive Analysis, P&L Management, Mobile Content, Mobile Banking, Consumer Electronics, iOS, Android, iPhone, Mobile Games, Mobile, Channel Strategy, Channel Marketing, Brand Loyalty, Strategy Development, Mobile Content..., Connected Devices
Education
University of California, Davis 1990 — 1995
Bachelor's Degree, Double Major: Industrial and Organizational Psychology; Ancient History & Minor in Human Dev.
University of San Francisco 1995 — 1997
Masters, Sports Business Management
TrustHCS August 2015 - Present
Christian Care Ministry May 2015 - August 2015
Wingspan Portfolio Advisors March 2013 - May 2015
JP Morgan Chase October 2011 - March 2013
Space Coast Credit Union November 2008 - October 2011
Riverside National Bank of Florida May 1999 - September 2008
Skills
Customer Service, Leadership, Credit, Sales, Mortgage Lending, Loans, Refinance, Microsoft Office, Banking, FHA, Negotiation, Team Leadership, medical coding, Auditing
Education
AAPC 2014 — 2015
Physician Coding for CPC Certification, A
University of Phoenix 2008 — 2009
Graduate Certificate, Human Resources Management and Services
University of Central Florida 2002 — 2005
Bachelor's degree, Business Administration and Management, General
JP Morgan Chase Bank NA June 2011 - Present
JP Morgan Chase March 2010 - May 2011
Ameriprise Financial July 2008 - 2009
Education
University of Central Florida 2003 — 2007
Finance, College of Business Administration Finance and Real Estate
Loretta Sanchez for Senate 2016 September 2015 - Present
Samchully Workholding, Inc. January 2014 - September 2015
JP Morgan Chase March 2011 - January 2014
Voice of OC May 2012 - June 2013
2-1-1 Orange County December 2010 - March 2011
Skills
Finance, Microsoft Office, Social Media, Marketing, Microsoft Excel, Research, Public Speaking, Sales, Financial Analysis, Financial Modeling, Microsoft Word, Community Outreach, PowerPoint, Customer Service, Event Planning
Education
University of California, Irvine 2007 — 2011
Bachelor's Degree, Political Science
Microsoft June 2015 - Present
Intouch Solutions December 2010 - June 2015
VML March 2010 - December 2010
Internet Design & Publishing January 2008 - March 2010
State of Missouri October 2007 - November 2007
JP Morgan Chase September 2006 - March 2007
University Store July 2004 - June 2006
Skills
XHTML, JavaScript, jQuery, AJAX, Aptana, JSON, C#, ASP.NET, PHP, Coda, Eclipse, HTML 5, CSS, Photoshop, Wordpress, Illustrator, Objective-C, iOS development, Xcode, Subversion, Git, Adobe Fireworks, WPF, XAML, Silverlight, Expression Blend, Visual Studio, Android, XML, Web Applications, HTML, CMS, WordPress, Web Development, Dreamweaver, .NET, IIS, Front-end, HTML5
Education
University of Central Missouri 2001 — 2006
B.F.A., Commercial Art
Raymore Peculiar High School 1998 — 2001
High School
Bank of the West September 2014 - Present
BorrowFlex May 2014 - Present
Bank of the West January 2013 - August 2014
Bank of the West May 2009 - December 2012
Contango Capital Advisors / Zions Bancorporation July 2004 - November 2008
Checkfree Investment Services / Fiserv November 2002 - June 2004
JP Morgan Chase March 2000 - April 2002
JP Morgan Chase January 1999 - March 2000
World Jupiter 1996 - 1998
JPMorgan Chase 1989 - 1996
Skills
Credit, Risk Management, Credit Risk, Portfolio Management, Banking, Loans, Private Banking, Wealth Management, Financial Services, Mortgage Lending, Entrepreneurship, Start-ups, Credit Analysis, Consumer Lending, Underwriting, Asset Based Lending, Lines Of Credit, Loan Origination, Cash Flow Lending, Credit Evaluation, Commercial Banking, Investments, Relationship Management, Financial Analysis, Financial Risk, Finance, Due Diligence, Management, Leadership, Secured Transactions, Home Equity Lines of..., Secured Financing, Commercial Lending, Financial Structuring, Executive Management, Strategy, Securities, Asset Management, Structured Finance, Credit Policy, Credit Portfolio..., Secured Lending, Investment Secured..., Product Development, FinTech, Financial Technology
Education
University of California, Berkeley
Bachelor's Degree, Political Science -- International Relations and U.S. Foreign Policy
Visa August 2015 - Present
RS Software April 2013 - August 2015
RS Software April 2010 - August 2015
RS Software April 2010 - April 2013
JP Morgan Chase November 2009 - April 2010
JPMorgan Chase 2009 - 2010
Tata Consultancy Services January 2006 - November 2009
Tata Consultancy Services 2006 - 2009
Ejockeys September 2003 - January 2006
Skills
Enterprise IT..., IT Infrastructure Design, IT Infrastructure..., Performance Tuning, Performance Improvement, Unix, POSIX, IPC, C, Multithreaded..., ETL, Unix Shell Scripting, PL/SQL, Ab Initio, Oracle, Quality Assurance, Testing, Data Warehousing, Business Intelligence, Shell Scripting, Software Project..., SQL
Education
University of Burdwan 1999 — 2003
Bachelor of Engineering (B.E.), Computer Science
Purulia Zilla School 1989 — 1999
JP Morgan Chase April 2013 - Present
Bank of America August 2010 - April 2013
Bank of America September 2005 - August 2010
Skills
Banking, Commercial Banking, Credit Analysis, Cash Management, Loans, Credit, Portfolio Management, Relationship Management, Mortgage Lending, Financial Analysis, Financial Modeling, Retail Banking
Education
University of California, Irvine - The Paul Merage School of Business
MBA
University of Wisconsin-Madison
Economics
MassMutual San Diego February 2015 - Present
JP Morgan Chase April 2010 - March 2014
Skills
Financial Services, Courts, Business Strategy, Insurance, Banking, Licensed to Sell..., Insurance: Life..., Finance, Retirement, Employee Benefits
Education
University of California, Hastings College of the Law 2001 — 2004
J.D., Law
University of California, San Diego 1998 — 2000
B.A., Sociology
University of Florida June 2014 - May 2015
SVB Capital October 2010 - March 2013
JP Morgan Chase October 2008 - June 2010
Skills
Investments, Financial Analysis, Financial Modeling, Alternative Investments, Analysis, Due Diligence, Finance, Venture Capital, Mutual Funds, Trading, Private Equity, Corporate Finance
Education
University of Florida 2014 — 2015
Master of Business Administration (MBA)
University of Central Florida 2006 — 2008
B.S.B.A.
Okaloosa Walton College 2003 — 2005
A.A.
Wells Fargo Investments July 2009 - Present
JP Morgan Chase February 2002 - July 2009
Skills
Series 7, Retirement Planning, Wealth Management, Series 66, Investments
Education
University of California, Berkeley
Master of Business Administration (M.B.A.)
eBay Inc May 2015 - Present
Delivery Agent September 2013 - May 2015
TrialPay August 2012 - May 2013
UC Davis IET Computer Lab Management January 2011 - August 2012
The Centaur Group October 2011 - December 2011
Enterprise Rent-A-Car June 2011 - September 2011
Morgan Stanley Smith Barney April 2011 - May 2011
JP Morgan Chase June 2009 - September 2009
Formal Headquarters May 2008 - September 2008
Skills
Microsoft Office, Business Development, Business Strategy, Customer Service, Account Management, Data Analysis, Cross-team Collaboration, Product Optimization, E-commerce, Merchandising, Website Merchandising
Education
University of California, Davis 2008 — 2012
Bachelor of Arts, Economics, Communication
Mt. Pleasant High School 2004 — 2008
Enterprise Rent-A-Car October 2012 - Present
State Farm August 2011 - October 2012
J.P Morgan Chase July 2009 - April 2010
Skills
Banking, Customer Service, Management, CRM, Leadership, Training, Sales, Operations, Account Management, Microsoft Excel, Time Management, Outlook, PowerPoint, Accounting
Education
University of California, Riverside 2007 — 2011
Bachelor of Science (B.S.), Accounting
Citi May 2015 - Present
Citi April 2014 - May 2015
Citi January 2012 - April 2014
SunTrust Bank March 2010 - January 2012
JP Morgan Chase April 2009 - March 2010
RedChip Companies 2007 - 2008
Skills
Banking, Retail Banking, Customer Service, Credit, Financial Risk, Analytics, Risk Assessment, Investigative Reporting, Regulations, Anti Money Laundering, Terrorist Financing, Compliance, USA PATRIOT Act, KYC, Risk Analytics, Bank Secrecy Act, Investments, Consumer Lending, Analysis, Internal Audit, Mortgage Lending, Finance, Financial Services, Microsoft Office
Education
University of Central Florida
Bachelor of Science (BS), Finance
Opes Advisors April 2015 - Present
PNC Mortgage December 2013 - April 2015
Wells Fargo Private Mortgage Bank April 2010 - December 2013
JPMorgan CHASE February 1994 - April 2010
JP Morgan Chase February 1994 - January 2010
Ventura County National Bank 1989 - 1992
Skills
Refinance, Mortgage Lending, Mortgage, Mortgage Banking, Credit, Loans, Sales, Strategic Financial..., FHA, Loan Origination, Investments, Sellers, Underwriting, Commercial Lending, Residential Mortgages, Credit Analysis, VA loans, USDA, FHA financing, Construction Loans, Investment Properties, Government Loans, Real Estate Financing, Real Estate Economics, Commercial Mortgages, Reverse Mortgages, Mortgage Underwriting, Real Estate
Education
University of California, Santa Barbara 1977 — 1982
BA, General Biology/Cell Physiology
Palos Verdes High School 1975 — 1977
BBVA Compass June 2015 - Present
Chase Home Finance January 2011 - May 2015
JP Morgan Chase July 2009 - January 2011
JP Morgan Chase/ Washington Mutual Bank August 2003 - July 2009
First Republic Bank June 2001 - August 2003
Skills
Loans, Mortgage Lending, Credit, Credit Analysis, Commercial Real Estate, FHA, FHA financing, Loan Origination, Mortgage Banking, REO, Refinance, Residential Mortgages, Banking, FHA Financing, Investment Properties
Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics
JP Morgan Chase October 2008 - November 2009
WaMu 2003 - September 2008
ING July 1999 - December 2002
Southern Life Assocation Ltd - South Africa March 1993 - June 1999
Skills
Retail Banking, Data Governance, GLBA, SDLC, Data Warehousing, Enterprise Software, Databases, Software Project..., Software Development, Data Modeling, Business Analysis, Business Intelligence, DB2, SQL, Integration, COBOL, IT Strategy, Requirements Analysis, Enterprise Architecture
Education
University of Cape Town 1978 — 1981
BSc
Vubiquity August 2014 - Present
Sony Network Entertainment July 2011 - August 2014
Ticketmaster January 2007 - July 2010
Platinum Equity June 2001 - January 2007
JP Morgan Chase June 2000 - July 2001
Skills
Banking, Financial Modeling, Financial Analysis, Corporate Finance, Leadership, Finance, Cash Management, Mergers, Process Improvement, Accounts Payable, Mergers & Acquisitions, Managerial Finance, Acquisition Integration, Strategic Planning, Management, Executive Management, Budgets, Forecasting, Treasury, Financial Reporting, Risk Management, Treasury Management, Strategic Financial..., Program Management, Due Diligence, Accounting, Credit Cards, Sarbanes-Oxley Act, Global E-commerce, Payment Card Processing, Mobile Payments, Gaming Industry, Insurance, Latin American markets, Cash Flow Forecasting, FX Hedging, Contract Negotiation, Customer Service, Credit Card Fraud, Outsourcing Management
Education
University of California, Santa Barbara 1994 — 1998
BA, Political Science
Self September 2010 - Present
Artichoke Artisans October 2003 - Present
The DuMont Project June 2010 - March 2013
Elany Arts October 2004 - October 2010
UCLA September 2007 - September 2010
Maguire Entertainment March 2008 - July 2008
Kelly Engineering Resources July 2006 - July 2008
JP Morgan Chase 1999 - September 2004
Chase Card Services 1999 - 2004
Skills
Creative Direction, Screenwriting, Film Production, Film, Social Media, SEO, Television, Photography, Graphic Design, Marketing Strategy, Social Media Marketing, Online Advertising, Online Marketing, Email Marketing, Video Production, SEM, Web Analytics, Digital Marketing, Digital Media, Blogging, Copywriting, Entertainment, Video, E-commerce, Producing, Creative Strategy, Video Editing, Interactive Marketing, Digital Strategy, Web Design, Lunch & Learns, Feature Films, Editing, Directing, New Media, Content Strategy, Final Cut Pro, Mobile Applications, Creative Writing, Viruses, Trail Running, Storytelling, Post Production, Multimedia, Comedy, Documentaries, Commercials
Education
University of California, Los Angeles 2007 — 2009
MFA, Screenwriting
University of Delaware 1995 — 1999
Bachelor of Arts (B.A.), Human Development and Family Processes
Baxter International Inc. June 2014 - Present
Baxter International Inc. January 2014 - June 2014
Baxter Healthcare March 2012 - January 2014
Baxter Healthcare April 2011 - February 2012
Baxter Healthcare November 2009 - March 2011
Baxter December 2008 - October 2009
JP Morgan Chase September 2007 - December 2008
JP Morgan Chase (formerly WaMu) June 2003 - 2007
WaMu 2001 - May 2003
SEI Information Technology July 2000 - 2001
Skills
Workforce Planning, Organizational Design, Compensation, Performance Management, Employee Relations, Strategy, Deferred Compensation, Human Resources, Recruiting, Change Management, Talent Management, Coaching, Leadership Development, Program Management, Personnel Management, Leadership, Management, Technical Recruiting, Integration, Employment Law, Organizational..., Strategic Planning, Consulting, Business Planning
Education
University of California, Los Angeles 1995 — 1995
Graduate Certificate, Planning & Analysis
University of California, Los Angeles 1995 — 1995
Graduate Certificate, Human Resource Policies
University of Southern California 1988 — 1993
B.A., Annenberg School of Communications
Charles Schwab March 2010 - Present
JP Morgan Chase August 2000 - April 2009
Skills
Strategic Planning, Financial Services, Forecasting, Financial Modeling, Business Analysis, Analytics, Financial Analysis, Finance, Portfolio Management, Risk Management, Strategy, Strategic Financial...
Education
University of California, Davis - Graduate School of Management 1998 — 2000
MarketAxess March 2008 - Present
Albertsons/Supervalu March 2007 - March 2008
ProPay October 2006 - March 2007
Investools June 2006 - October 2006
JP Morgan Chase August 2005 - June 2006
Investools April 2005 - August 2005
Liberty Medical Supply July 1999 - April 2005
Skills
T-SQL, Stored Procedures, Databases, Disaster Recovery, Agile Methodologies, Microsoft SQL Server, Data Warehousing, Oracle, Access, SSRS, Security, SSIS, Cluster, DTS, Enterprise Software, ETL, Unix, Active Directory, Bash, Data Guard, Performance Tuning, Perl, Linux, ASP.NET, Server Architecture, Data Mining, Enterprise Architecture, SQL, Architecture, Relational Databases, Software Development, Business Analysis, ASP, XML, Database Administration, DB2, Sybase, SQL Server Management..., Powershell, Data Modeling, Management, Requirements Analysis, PL/SQL, High Availability, Replication, AIX, Database Design, Windows Server, Storage, SDLC
Education
University of California, Berkeley 1996 — 1999
B.A., Physics
JP Morgan Chase July 2007 - Present
General Electric 2001 - 2007
Education
University of Rochester - Simon Business School 1999 — 2001
University of California, Irvine 1991 — 1995
Biology
Montefiore IT (Montefiore Medical Center) September 2011 - Present
Housing Works November 2007 - September 2011
1199SEIU Benefit & Pension Funds 2003 - 2007
JP Morgan Chase 1994 - 2003
JP Morgan Chase 1998 - 2000
Chase Manhattan Corporation 1994 - 1998
Skills
Process Improvement, Program Management, Project Management, Business Analysis, Business Process..., Healthcare Information..., Public Health, Organizational..., Organizational..., Strategic Planning, Software Project..., Operations Management, Global Operations, Operational Planning, Budgets, Cross-functional Team..., Healthcare, Healthcare Management, Leadership, MS Project, Management, Nonprofits, Project Planning, Recruiting, Risk Management, Strategy, Training, Vendor Management
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Cape Town 2007 — 2007
Democracy and Diversity Graduate Summer program
MILANO, THE NEW SCHOOL FOR MANAGEMENT AND URBAN POLICY 2005 — 2007
Master of Science (MS), Master of Science, Health Services Management and Policy
SAINT FRANCIS COLLEGE 1994 — 1998
Bachelor of Arts, International Business, Bachelor of Arts (BA)
PROJECT MANAGEMENT INSTITUTE (PMI)
Certified Project Management Professional, P.M.P, Certified Project Management Professional, P.M.P.
Morgan Stanley 2010 - Present
Citi 2009 - 2010
Conde Nast Publications 2007 - 2009
JP Morgan Chase 2004 - 2007
Convergys 2001 - 2004
StratoNet 1999 - 2001
Cirent Semiconductor 1998 - 1999
Skills
Servers, Cluster, Windows Server, SDLC, Security, Project Planning, Management, Web Applications, Unix, Software Project..., Technical Architecture, Project Management, Quality Assurance, Cloud Computing, Software Documentation, Microsoft Office, Disaster Recovery, System Deployment
Education
University of Central Florida 1993 — 1998
Bachelor of Science (BSc), Computer Engineering
PJ Community College 1990 — 1993
ADP, ADP
Stamford College PJ 1990 — 1993
ADP, Engineering
Methodist Primary Schoool
J.P. Morgan April 2015 - Present
JPMorgan Chase November 2011 - March 2015
JP Morgan Chase December 2009 - October 2011
Marriott Vacation Club International January 2007 - October 2009
University of Central Florida January 2001 - June 2009
Starwood Vacation Ownership 2005 - 2007
Walt Disney World 2003 - 2005
Skills
Forecasting, Strategic Planning, Financial Analysis, Operations Management, Process Improvement, Business Process..., Consumer Behaviour, Hospitality Management, Team Leadership, Project Management, Budgets, Analytics, Team Building, Statistics, Industrial Engineering, Microsoft Office, Timeshare, Business Process Design, Survey Design, Consumer Insight, Net Promoter Score, Business Development, Analysis, CRM, Business Analysis, Hospitality, Segmentation, Business Strategy, Portfolio Management, Relationship Management, Market Analysis, Customer Acquisition, Banking, Data Analysis, Risk Management, Financial Modeling, Competitive Analysis, Market Research, New Business Development, SAS programming, Financial Services
Education
University of Central Florida
Doctor of Philosophy (Ph.D.), Industrial Engineering
University of Central Florida
Master's Degree, Hospitality Management
University of Central Florida
Master's Degree, Industrial Engineering
University of Central Florida
Bachelor's Degree, Industrial Engineering
Lyman High School
Union Bank February 2015 - Present
Union Bank September 2013 - February 2015
UltraStar Cinemas September 2009 - November 2012
JP Morgan Chase 2008 - 2009
UltraStar Cinemas 2007 - 2009
Skills
Entertainment, Sales Operations, Social Media, Customer Oriented, Management, Public Administration, Budgets, Retail, Customer Service, Sales
Education
University of California, San Diego 2000 — 2003
Palomar College
Management Information Systems, General
J.P. Morgan December 2014 - Present
Mindlance September 2011 - December 2014
Morgan Stanley June 2010 - September 2011
Cognizant Business Consulting (BFS) October 2006 - June 2010
JP Morgan Chase 2007 - 2010
Infosys October 2003 - September 2006
Skills
SDLC, Java Enterprise Edition, PL/SQL, Requirements Analysis, Unix, Oracle, Unix Shell Scripting, SOA, Business Analysis, Requirements Gathering, Business Intelligence, Sybase, Perl, Solution Architecture, Shell Scripting, Microsoft SQL Server, Data Warehousing
Education
University of Burdwan 1999 — 2003
BE, Comp Science
St. Xavier's 1985 — 1998
JP Morgan Chase Risk ManagerGE Money2001 - 2007
Education
University of California, Irvine
Comcast Cable February 2015 - Present
First Republic Bank February 2014 - March 2015
JP Morgan Chase January 2010 - February 2014
World Savings/Wachovia January 2005 - January 2008
Skills
Banking, Risk Management, Microsoft Excel, Customer Service, Retail Banking, Microsoft Word, Outlook, Financial Services, Relationship Management, Auditing, Internal Audit
Education
University of California, Berkeley 2000 — 2004
BA, Development Studies
Valley National Bank 2015 - Present
Boom Trend Investment 2012 - 2014
Houlihan Lokey 2009 - 2011
Duff and Phelps 2007 - 2009
Credit Suisse 2005 - 2007
JP Morgan Chase 2002 - 2005
Skills
Valuation, Management, Fixed Income, Financial Services, Credit Derivatives, Mortgage Lending, Financial Modeling, Equities, Hedge Funds, Capital Markets, Derivatives, Investment Banking, Portfolio Management, Investments, Asset Management, Finance
Education
University of California, Los Angeles
Ph.D., Mathematics
Five9 April 2011 - Present
Chase September 2008 - April 2011
JP Morgan Chase July 2007 - September 2008
Washington Mutual October 2006 - July 2007
Providian Financial Corporation September 1997 - October 2006
Pagenet April 1996 - September 1997
PageNet May 1993 - April 1996
Skills
VoIP, Integration, IVR, Avaya, SaaS, CTI, Call Center, Network Architecture, Network Design, Contact Centers, Cisco Call Manager, Enterprise Software, Cloud Computing, Telecommunications, Data Center, Management, Vendor Management, SIP, Cisco Technologies, Solution Architecture, Call Centers, Infrastructure, Technical Support, System Deployment, Unified Communications, Networking, Managed Services, Telephony, TCP/IP, IP, Disaster Recovery
Education
University of California, Berkeley
Telecommunications Engineering
University of California, Davis 1987 — 1991
Bachelor, Economics / Computer Science
BNY Mellon August 2013 - Present
Wells Fargo Private Bank August 2009 - August 2013
JP Morgan Chase 2009 - 2010
Banc of America Investments 2008 - 2009
Washington Mutual Bank 2000 - 2007
Education
University of California, Davis 1995 — 1999
JP Morgan Chase November 2001 - Present
Washington Mutual, Inc. December 2001 - September 2008
AEI Consultants 1998 - 2001
Skills
Mortgage Lending, Loans, Commercial Real Estate, Finance, Credit Analysis, Refinance, Investments, Underwriting, Commercial Banking, Real Estate, Investment Properties, Financial Analysis
Education
University of California, Santa Cruz 1993 — 1997
BA, Cultural Anthropology
JP Morgan Chase February 2010 - Present
JP Morgan Chase November 2009 - January 2010
Washington Mutual April 2002 - October 2009
Bank of America August 1977 - August 2001
Skills
Financial Services, Testing, VA loans, Loan Servicing, Commercial Lending, Loans, Management, Financial Analysis, Loss Mitigation, Mortgage Lending, Due Diligence, Project Management, Mortgage Servicing, Banking, Underwriting, Customer Service, Leadership, Treasury Management, Investments, Credit, Training, Portfolio Management, Credit Analysis, User Acceptance Testing, Retail Banking, Finance, Commercial Banking, Business Analysis, Mergers & Acquisitions, Risk Management, Business Process..., Executive Management, Consumer Lending, Analysis, FHA, Vendor Management, Asset Management, Operational Risk..., Capital Markets, Credit Cards, Financial Risk, Relationship Management, Process Improvement, Cash Management, Securities, Residential Mortgages, Financial Modeling, Mortgage Banking, Loan Origination, SDLC
Education
University of California, Santa Barbara 1972 — 1977
loanDepot LLC June 2015 - Present
RealtyTrac February 2014 - June 2015
LINC Housing April 2011 - February 2014
Thunderbird Resorts November 2010 - April 2011
Euronet Worldwide July 2009 - December 2009
Integreon November 2008 - January 2009
FactSet Research Systems June 2006 - August 2008
DigitalBouquet February 2005 - April 2006
JP Morgan Chase September 2003 - June 2004
Skills
Analysis, Financial Modeling, Financial Analysis, Forecasting, Finance, Microsoft Office, Strategic Planning, Mergers & Acquisitions, Management, Financial Reporting, Due Diligence, Valuation, Portfolio Management, Business Development, Asset Management, Equity Research, Investments, Cash Flow Forecasting, CRM, Start-ups, Cash Flow Modeling, M&A Due Diligence, Real Estate Pro-Forma..., Synergy Valuation, REIT Valuation, Green Energy Modeling, VBA/SQL Programming, Equities, Statistics, KPI Reports, KPI Dashboards, KPI Implementation, PowerPivot, SSAS Cubes, Private Equity, Budgets, Data Analysis, SAS Programming, SAS
Education
University of California, Irvine 2008 — 2010
MBA, Finance, General
University of California, San Diego 2001 — 2004
Bachelor of Arts (B.A.), Economics
JPMorgan Chase May 2012 - Present
JP Morgan Chase November 2008 - May 2012
Washington Mutual October 2004 - November 2008
Skills
Banking, Sales, Credit, Financial Services, Loans, Management, Mortgage Lending, Relationship Management
Education
UC Irvine
Bachelors
JP Morgan Chase August 2005 - Present
Washington Mutual Commercial Mortgage Lending 2005 - 2008
Skills
Real Estate, Loans, Mortgage Lending, Commercial Lending, Real Estate Financing, Investment Properties
Education
University of California, Santa Cruz 2001 — 2005
Wells Fargo Bank - Commercial Real Estate July 2015 - Present
Opus Bank November 2010 - June 2015
JP Morgan Chase November 2008 - November 2010
Washington Mutual Bank November 2003 - November 2008
Wells Fargo Bank, Real Estate Group May 1989 - November 2003
The Irvine Company June 1984 - August 1987
Skills
Loans, Real Estate, Commercial Mortgages, Commercial Real Estate, Real Estate Economics, Banking, Real Estate Financing, Asset Management, Due Diligence, Investments, Management, Mortgage Underwriting, Leadership, Real Estate Development, Structured Finance, Capital Markets, Commercial Banking, Credit Analysis, Entrepreneurship, Portfolio Management, Commercial Lending, Underwriting, Real Estate Transactions, Equities, Credit, Asset Managment, Brokerage
Education
University of Southern California - Marshall School of Business 1987 — 1989
MBA, Real Estate and Corporate Finance
University of California, Irvine 1980 — 1984
BA, Economics
JP Morgan Chase May 2011 - Present
PricewaterhouseCoopers November 2004 - May 2011
Ernst & Young July 2004 - November 2004
Grant Thornton January 2002 - July 2004
Education
University of Brighton 1998 — 2001
Virtusa November 2012 - Present
The Highlands Studio 2005 - 2013
Valley Bank & Trust November 2009 - December 2012
Election Systems, Inc. 2009 - 2009
JP Morgan Chase 2008 - 2009
Coalfire Systems, Inc. 2007 - 2008
Oceana Hotel Group 2005 - 2007
Skills
CSS, Dreamweaver, Final Cut Pro, Website Development, Consulting, Loan Origination, Project Management, Risk Management, IBM BPM, Pega PRPC, Business Analysis, HTML, Photoshop, InDesign, IBM AS/400, ePub, Editing, Commercial Lending, Flash, After Effects, Illustrator, Commercial Banking, PCI DSS, iDVD, Integration, Sales, Customer Service
Education
Graduate School of Banking 2011 — 2013
Banking
University of California, Los Angeles
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Anglo-americka vysoka skola 2006 — 2006
International Marketing and Consumer Behavior
University of Texas at Dallas August 2013 - Present
Bank of America November 2012 - August 2013
University of Texas at Dallas January 2011 - August 2013
JP Morgan Chase February 2011 - November 2012
J.P. Morgan Chase July 2009 - January 2011
JP Morgan Chase March 2008 - May 2009
Baylor Health Care System December 2007 - February 2008
Internatonal Truck and Engine/SST Truck Company July 2006 - August 2007
FASTSIGNS International, Inc. September 2003 - July 2006
Garnett Communications October 1991 - February 2003
Skills
Technical Writing, Content Writing, Newsletters, Magazine Articles, Manuals, Collateral, Press Releases, Internal Communications, Public Relations, Public Speaking, Proposal Writing, Corporate Communications, Management, Editing, PowerPoint, Project Planning, Software Documentation, Marketing
Education
University of Texas at Dallas - Naveen Jindal School of Management 2006 — 2010
MBA, International management
University of California, Santa Barbara
BA, Communications studies
AMG National Trust Bank June 2014 - Present
AMG National Trust Bank January 2011 - Present
AMG National Trust Bank August 2007 - January 2011
Vectra Bank Colorado January 2006 - August 2007
JP Morgan Chase August 2003 - December 2005
Skills
Finance, Corporate Finance, Financial Modeling, Financial Analysis, Due Diligence, Banking, Valuation, Wealth Management, Web Application..., Information Technology, Information Systems, IT Management, IT Strategy, Information Architecture, Information Security
Education
University of California, Santa Barbara 1998 — 2002
Economics, Accounting
JP Morgan Chase September 1999 - July 2014
Skills
Fixed Income, Banking, Requirements Analysis, PMP, Derivatives, Business Analysis, Risk Management
Education
University of Central Florida 1992 — 1996
Bachelor of Arts (BA), Communications
Denali Group 2014 - Present
CareFusion 2010 - 2014
Apple & Associates 2007 - 2010
JP Morgan Chase 2004 - 2007
Bank One 2002 - 2004
Bank One 2001 - 2002
Bank One 2000 - 2001
Skills
Sales, Management, Sales Operations, Leadership, Recruiting, Cold Calling, Strategic Planning, Team Building, Sourcing, Account Management, Sales Process, Selling, New Business Development, Customer Service, Healthcare, Business Development, Direct Sales, Sales Management, Training, Sales Presentations, Time Management, Salesforce.com, Team Leadership, Talent Acquisition, Talent Management, Medical Devices, Screening, Screening Resumes, Executive Search, Technical Recruiting, Targeted Search, Corporate Recruiting, Passive Candidate..., Internet Recruiting, Talent Pipelining, Interviews, Applicant Tracking..., Talent Mining, Full-life Cycle..., Coaching
Education
University of Central Florida - College of Business Administration
Business Administration, Business
Oviedo High School 1988 — 1992
JPMorgan Chase 2012 - Present
Barclays Capital 2007 - 2011
JP Morgan Chase 2004 - 2007
Hewitt Associates 1997 - 2004
Skills
Pensions, Investments, LDI, Asset Allocation, Financial Modeling, Financial Structuring, Risk Management, Portfolio Management, Fixed Income, Capital Markets, Asset Management, Management, Equities, Actuarial Consulting, Enrolled Actuary, Actuarial Science, Derivatives, Business Strategy, ALM, Investment Banking
Education
University of Calgary
Independent Bank Group, Inc. April 2015 - Present
Regions Financial Corporation August 2011 - April 2015
JP Morgan Chase September 2007 - July 2011
Key Bank March 2004 - August 2007
Paychex 2003 - 2004
GlaxoSmithKline 1999 - 2003
Labatt USA 1998 - 1999
Skills
Credit, Banking, Commercial Lending, Loans, Portfolio Management, Commercial Banking, Business Strategy, Credit Analysis, Treasury Management, Commercial Mortgages, Small Business Lending, Loan Origination, Lines Of Credit, Mortgage Lending, Consumer Lending, Cross Selling, Cash Management, Sales, SBA, Mortgage Banking, Refinance, Relationship Management, Underwriting, Retail Banking, Treasury Services, Financial Structuring, Credit Risk, Financial Services, Asset Based Lending, FHA, Finance, Financial Analysis, Residential Mortgages, Wealth Management, Branch Management
Education
University of California, Davis 1993 — 1998
Bachelor of Science, Animal Science
Slalom Consulting February 2013 - Present
BlueSky Professional Services Group, LLC April 2010 - February 2013
JP Morgan Chase August 2003 - March 2010
Danielian Consulting Group 1999 - 2003
Chubb Insurance 1998 - 1999
Skills
Project Portfolio..., Vendor Management, Business Process, Credit Cards, SDLC, Resource Management, Project Management, PMO, Business Analysis, Process Improvement, Portfolio Management, Process Engineering, Banking, Financial Services, Enterprise Architecture, IT Management, IT Strategy, Program Management, Management, Requirements Gathering, Change Management, Integration, Risk Management, Business Intelligence, Outsourcing
Education
University of California, Santa Barbara
Ubisoft 2012 - Present
Shutterfly August 2011 - March 2012
The Clorox Company September 2006 - August 2011
Kurt Salmon Associates December 2002 - June 2004
JP Morgan Chase September 2000 - June 2002
Skills
Consumer Products, Brand Management, Customer Insight, Competitive Analysis, Cross-functional Team..., Product Marketing, Product Innovation, Segmentation, Brand Architecture, Marketing Research, Positioning, Product Launch, Shopper Marketing
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Marketing and Strategic Management
University of California, Berkeley, Haas School of Business 1996 — 2000
B.S., Business Administration
Union Bank November 2014 - Present
Citibank November 2013 - September 2014
Union Bank November 2012 - November 2013
Bank of America January 2011 - November 2012
Bank of America September 2010 - January 2011
Just Mortgage June 2009 - September 2010
Washington Mutual July 2005 - July 2008
WaMu 2006 - 2008
Indymac Bank November 2004 - July 2005
JP Morgan Chase November 2001 - November 2004
Education
University of California, Berkeley 1982 — 1986
BA, Literature and Drama
Dell June 2015 - Present
Wyndham Worldwide February 2011 - June 2015
JP Morgan Chase June 2010 - February 2011
University of Central Missouri January 2009 - May 2010
University of Central Missouri August 2008 - December 2008
Skills
Microsoft SQL Server, SharePoint, XML, Visual Studio, ASP.NET, SQL, .NET, JavaScript, C#, VB.NET, Databases, Java, Visual Basic, HTML, Access, Oracle, AJAX, Windows Server, IIS, CSS, Web Applications, Business Intelligence, UML, Windows, Requirements Analysis, Web Development, XSLT, SDLC, Microsoft Office..., Web Services, Troubleshooting, Technical Support
Education
Central Missouri State University 2008 — 2010
M.S, Information Technology
University of Pune 2004 — 2008
B.E, Computer Engineering
JP Morgan Chase
Skills
New Business Development, Credit, Customer Satisfaction, Sales Management, Team Building, Sales, Account Management, Finance, Marketing Strategy, Forecasting, Negotiation, Sales Process, Strategic Planning
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), History
Visa January 2012 - Present
Visa August 2011 - January 2012
Wells Fargo June 2009 - July 2011
JP Morgan Chase September 2008 - March 2009
Washington Mutual Card Services October 2005 - September 2008
Providian Financial April 1997 - September 2005
Skills
Resource Management, Vendor Management, Scope Management, Quality Control, Conflict Resolution, Cost Management, Financial Risk, Management, PMO, Waterfall, PMP, SDLC, Project Portfolio..., Business Requirements, Program Management, IT Strategy, Business Intelligence, Outsourcing, Process Improvement, Business Process, Software Documentation, Risk Management, Enterprise Architecture, Business Analysis, Requirements Gathering, Software Development, Change Management, Data Warehousing, Project Management, Agile Methodologies, Cross-functional Team..., Enterprise Software
Education
University of California, Berkeley
B.A., Psychology
UnitedHealth Group March 2009 - Present
JP Morgan Chase July 2008 - February 2009
WaMu October 2005 - July 2008
Providian Financial January 2004 - October 2005
Providian Financial 1999 - 2000
Skills
Vendor Management, Visio, Analytics, Risk Management, Requirements Analysis, Call Center, Credit Cards, Process Improvement, SDLC, Production Support, Business Requirements, SAS, Access, Data Modeling, Requirements Gathering, Business Objects, User Acceptance Testing, Data Warehousing, Oracle, Business Analysis
Education
University of California, Davis
BS
Bank of America June 2014 - Present
CBRE on the Union Bank Account April 2012 - May 2014
CBRE on the Google Account June 2010 - April 2012
JP Morgan Chase April 2009 - June 2010
CBRE on the Washington Mutual account (Acquired by JP Morgan Chase) July 2006 - March 2009
Jones Lang LaSalle February 2006 - June 2006
Wells Fargo Bank May 1995 - December 2005
Skills
Facilities Management, Project Management, Management, Construction Management, Construction, Budgets, Procurement, Process Scheduler, Team Building, Strategic Planning, Space planning, Real Estate, LEED
Education
University of California, Berkeley
Bachelor of Arts (B.A.), Architecture
Bank of the West May 2015 - Present
JP Morgan Chase March 2010 - April 2015
Wachovia July 2007 - September 2009
World Savings 2005 - 2007
World Savings 2003 - 2005
Skills
Banking, Credit, Auditing, Commercial Banking, Credit Analysis, Financial Analysis, Investments, Leadership, Loans, Management, Mortgage Lending, Retail Banking, Risk Management, Training, Finance, Financial Services, Portfolio Management
Education
University of California, San Diego 1997 — 2001
BA, Economics
Lee Mather Company 2014 - Present
JP Morgan Chase January 2010 - September 2014
Law Firm January 2008 - December 2009
Education
Pacific Coast Junior College
A.A.S., Legal Administrative Studies
State University of New York at Suffolk
A.A.S., Liberal Arts
University of California, San Diego
Certificate, Copyediting/Proofreading
JP Morgan Chase September 2009 - Present
New York Life Insurance Company May 2008 - May 2009
United Lenders Group May 2007 - May 2008
Sierra Valley Financial Services February 2005 - May 2007
Skills
Retirement Planning, Sales Operations, Leadership, Insurance, Financial Analysis, Strategy, Banking, Investments, Networking, Business Analysis, Customer Service, Credit, Time Management, Finance, Loans, Management, Sales, Project Management
Education
University of California, Davis 2001 — 2004
Bachelor's, Managerial Economics
Genomic Health June 2008 - November 2008
Valentis, Inc. 2004 - 2007
JP Morgan Chase 2000 - 2002
JP Morgan 1992 - 2000
JP Morgan Securities 1987 - 1992
Education
University of California, Berkeley 2008 — 2010
Certificate, Human Resources Management
University of Scranton 1974 — 1978
BS, Accounting
Better Homes & Gardens Real Estate - Reliance Partners November 2006 - Present
JP Morgan Chase September 2003 - October 2005
Capital Commerce Mortgage September 2002 - September 2003
Washington Mutual January 1997 - September 2002
American Savings and Loan Assn January 1984 - December 1996
Skills
Mortgage Lending, First Time Home Buyers, REO, Foreclosures, Short Sales, Investment Properties, Real Estate, Investors, Sellers, Relocation, FHA, Single Family Homes, Buyer Representation, Condos, Referrals, Investments, Property
Education
University of California, Berkeley
Bachelor's degree, Humanities / Liberal Arts
California State University, Chico (MBA Program)
Business Administration, MBA Program, 2.8
Butler & Hosch / Cal-Western Reconveyance LLC November 2013 - September 2014
JP Morgan Chase June 2007 - November 2013
JPMorgan Chase 2007 - 2009
Skills
Mortgage Lending, Portfolio Management, Training, Management, Business Process, Cross-functional Team..., Financial Analysis, Leadership, Loans, Team Building, Forecasting, Finance, Strategy, Mortgage Banking, Credit, Banking, Market Research, Mortgage Servicing, Risk Management, Process Improvement, Loss Mitigation, Loan Servicing
Education
University of California, San Diego 1997 — 2001
Management Science, Finance, Statistics, Economics
JP Morgan Chase June 2009 - Present
Apple November 2007 - November 2008
Vanguard Capital April 2008 - October 2008
Skills
Customer Service, Financial Analysis, Access, Data Analysis, Social Media Marketing, Business Analysis, Analysis, Sales
Education
University of California, Irvine 2004 — 2008
Business Economics, Economics
N/A April 2009 - July 2009
Self Employed March 2009 - March 2009
Charles Schwab & Co.Inc March 2004 - March 2009
JP Morgan Chase April 2003 - March 2004
Charles Schwab January 2000 - March 2003
Charles Schwab December 1998 - December 1999
Charles Schwab December 1997 - December 1998
Charles Schwab March 1996 - December 1997
Charles Schwab April 1993 - December 1995
Education
University of California, Berkeley 1978 — 1982
Bachelors, Mathematics
Mindtree Consulting PVT LTD to Microsoft Corp. August 2014 - Present
Xtreme Consulting Group, Inc. to Microsoft Corp August 2011 - March 2014
VMC Consulting (Volt Technology Resources) September 2010 - August 2011
JP Morgan Chase May 2007 - November 2009
Washington Mutual January 2007 - May 2007
Washington Mutual July 2002 - December 2006
Amplified Holdings Inc August 2000 - July 2001
Transamerica Life Insurance July 1981 - June 2000
Skills
Servers, Unix, Troubleshooting, Microsoft Exchange, Active Directory, Network Administration, VMware, System Administration, Network Security, Software Documentation, IIS, Solaris, Disaster Recovery, Windows 7, SharePoint, SDLC, Cloud Computing, Microsoft Technologies, Operating Systems, Integration, Windows, TCP/IP, DNS, System Architecture, Enterprise Software, Testing, 2008 R2, Vendor Management, XP, AIX, Architecture, Security, Hardware, ITIL, SQL, Windows XP, Team Leadership, Visio, Process Improvement, Powershell, Windows 8, Microsoft Exchange 2007, Microsoft Exchange 2010, Microsoft Exchange 2013, Microsoft Office 2013, Windows Server 2000, Windows Server 2003, Windows 2008 R2, Windows Server 2012, Windows Server
Education
University of California, Los Angeles 1996 — 2000
BS, Computer & Information System
Glendale Community College 1981 — 1983
AA, Computer & Information System
Eagle Rock High School 1978 — 1981
Diploma, General
JP Morgan Chase Senior Executive AssistantJP Morgan ChaseMay 2013 - Present
JPMorgan Chase December 2009 - April 2013
Community Capital Management April 2008 - March 2009
Main Deck Imports August 2002 - March 2008
Casablanca USA, Inc. May 2003 - June 2005
Reinter BC May 1995 - October 2000
JP Morgan January 1984 - August 1993
Education
Universidad de Buenos Aires 1976 — 1981
Associate, Architecture
Atlas Holdings LLC April 2011 - Present
Commonfund May 1998 - March 2011
JP Morgan Chase December 1992 - May 1998
Evaluation Associates June 1990 - December 1991
Skills
Accounting, Financial Modeling, Fund Of Funds, Private Equity, Leadership, Hedge Funds, Alternative Investments
Education
University of Bridgeport 1988 — 1992
BS, Accounting
Berkshire County District Attorney"s Office October 2012 - Present
Berkshire County District Attorney's Office February 2012 - May 2012
Hi Tech Mold & Tool, Inc March 2008 - October 2011
Massachusetts Attorney General's Office January 2011 - May 2011
JP Morgan Chase September 2006 - March 2008
JP Morgan Chase May 1999 - September 2006
JPMorgan Chase 2003 - 2006
Skills
Benefits Administration, Compliance, Customer Service, Employee Relations, Legal Research, Legal Writing, Outlook, Payroll Administration, People Management, Word
Education
Western New England University School of Law 2008 — 2012
JD
University of Central Florida 1998 — 2003
BA, Legal Studies
Union Bank May 2010 - Present
JP Morgan Chase June 1995 - November 2009
Education
University of California, San Diego 1987 — 1992
BA, Economics
NTA September 2014 - Present
Honeywell Aerospace May 2013 - September 2014
Waste Management February 2012 - August 2012
Premiere Seals March 2011 - February 2012
Valley Craft March 2008 - January 2011
JP Morgan Chase March 2003 - March 2008
Lear Corporation ( Formally United Technologies Automotive 1994-2000) May 1994 - October 2002
Multi Arc Scientific Coatings May 1991 - May 1994
Skills
New Business Development, B2B, Customer Retention, Program Management, Business Development, Product Development, Sales Management, Negotiation, Salesforce.com, Business Strategy, Strategic Planning, Product Management, Process Improvement, Team Leadership, Sales Process, Management, Project Management, Account Management, Customer Service
Education
University of Tampa
MBA, Business
University of Central Florida
BSE IE, Industrial Engineering
Coca-Cola Refreshments May 2011 - Present
JP Morgan Chase July 2007 - May 2011
Skills
Commercial Banking
Education
University of California, San Diego 2002 — 2006
Communication
JPMorgan Chase December 2012 - Present
JP Morgan Chase January 2011 - November 2012
JP Morgan August 2009 - February 2011
Skills
Structured Products, Fixed Income, Mutual Funds, Hedge Funds, Equity Derivatives, Client Relationship..., Problem Solving, Internal Communications, 529 Plans, UCITS, SMA
Education
University of Cape Town
CenterState Bank, N.A. March 2013 - Present
CNLBank October 2009 - February 2013
JP Morgan Chase May 1999 - October 2009
Skills
Banking, Loans, Mortgage Lending, Business Analysis, Vendor Management, Financial Services, Retail Banking, AML, Relationship Management, Commercial Banking, Commercial Lending, Small Business Lending, Consumer Lending, Auditing, Credit Risk
Education
University of Central Florida
Bachelor of Science (B.S.), Marketing
JP Morgan Chase May 2010 - Present
Wells Fargo 2009 - 2011
Wells Fargo Bank August 2009 - April 2010
Wells Fargo Bank July 2006 - August 2009
Skills
Banking, Retail Banking, Sales, Consumer Lending, Financial Services, Lines Of Credit, Cross Selling, Branch Management, Loans, Small Business Lending, Commercial Banking, Stocks, Commercial Lending, Customer Service, Mortgage Lending, Credit, Loan Origination
Education
University of California, Riverside 2001 — 2006
Bachelor's, Business, English, Spanish
Westlake High School
JP Morgan Chase June 2009 - Present
Video produtions 2008 - 2011
Staples Corporate Office October 2006 - July 2008
Education
University of Central Florida 2011 — 2013
BS, Physical Therapy/Business
SRN Petroleum Products LLC January 2014 - Present
www.boostcredit101.com January 2013 - Present
Atlas Transportes August 2008 - January 2013
HOUSTONIAN October 1998 - April 2008
Mybodysite.com September 2005 - May 2007
JP Morgan Chase January 1995 - March 1998
Skills
Shipping, Transportation, Container, Customer Service, Logistics, Freight, Trucking, New Business Development, Team Building, Strategic Planning, Automobile, Loans, Sales Management, Sales, Negotiation, Microsoft Office, Training, Marketing, Account Management, Marketing Strategy, Contract Negotiation, Management
Education
Ace Mud School 2014 — 2015
Engineer's degree, Agriculture, Agriculture Operations, and Related Sciences, 3.8
University of California, San Diego 1994 — 1997
B.A, PHYISCAL EDUCATION
Fidelity Investments November 2014 - Present
Fidelity Investments June 2013 - November 2014
JP Morgan Chase January 2008 - June 2013
Chase January 2008 - June 2013
Skills
Finance
Education
University of Central Florida - College of Business Administration 2008 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Central Florida 2003 — 2007
Bachelor of Science (B.S.), Psychology
JP Morgan Chase August 2010 - Present
Union Bank August 2005 - August 2010
Sycuan Casino 2004 - 2005
Caporicci & Larson 2003 - 2004
Education
University of California, Berkeley 1999 — 2003
BS, Business
JPMorgan Chase December 2012 - Present
JP Morgan Chase September 2010 - November 2012
JPMorgan Chase June 2007 - September 2010
Bear Stearns June 2006 - May 2007
JPMorgan Chase October 2004 - June 2006
JPMorgan Chase March 2001 - October 2004
Skills
Capital Markets, Middle Office, Fixed Income, Equities, Risk Management, Derivatives, Equity Derivatives, Change Management, Credit Risk, Policy Writing, Commodity Markets, People Development, Communication, Influence At All Levels
Education
University of Bristol 1993 — 1996
Bachelor's degree, Accounting and Finance, First
U.S. Bank October 2013 - Present
JP Morgan Chase March 2011 - September 2013
Caliber Funding, LLC March 2010 - March 2011
Bank of America April 2004 - April 2009
Washington Mutual, Inc. April 1994 - April 2004
Skills
Strategy, Sales, Credit Risk, Customer Service, Marketing Strategy, Customer Retention, Coaching, Team Building, Loans, Mortgage Lending, Loan Origination, Retail, Financial Services, Mortgage Banking, Leadership, Relationship Management, First Time Home Buyers, Banking, Credit Analysis, Investment Properties, Executive Management, Management, Sales Management, Real Estate, Nonprofits, Business Development, Recruiting, Underwriting, Investments, Finance, Credit, Strategic Planning
Education
University of California, Riverside 1975 — 1980
BA, History
First Western Trust July 2013 - Present
Bank of the West January 2013 - July 2013
Custom Environmental Services, Inc. July 2010 - October 2012
Granite Loan Management 2009 - July 2010
TCF Bank 2006 - 2009
JP Morgan Chase 2001 - 2006
Bank One 1997 - 2001
Education
University of California, Santa Barbara 1986 — 1988
MA, Economics
Valparaiso University 1983 — 1986
BA, Economics
Deloitte April 2015 - Present
Cutting Edge Network Technologies November 2013 - April 2015
Reservation Services International August 2012 - October 2013
Massey Services March 2009 - August 2012
Falcon Termite and Pest Control January 2008 - March 2009
JP Morgan Chase August 2006 - December 2007
AT&T October 2003 - August 2006
Gingiss Formalwear January 2002 - June 2003
CompUSA October 1999 - September 2001
Skills
Microsoft Office, Windows XP Pro, Windows 2000, Remote Desktop, Help Desk Support, Windows Server, Active Directory, Microsoft Excel, Windows Vista, Windows 7, Troubleshooting, Customer Service, iPhone Support, Dell Computers, Team Building, Ubuntu, WAIK, Cisco VPN, Photoshop, Workstations, Customer Satisfaction, Sales, Remote User Support, VoIP, SIP, Kaseya, Computer Repair, ImageX, Google Docs, Command Prompt, VNC, Computer Hardware, Computer Network..., Group Policy, Backup Exec, Server Administration, VMware Workstation, Desktop Computers, CompTIA A+ Certification, Microsoft Office 2003, Network Security, Enterprise Network..., Microsoft Exchange, Hosted Microsoft..., VMware vSphere, VMware ESX, Active DoD Secret..., Network Administration, Software Testing, Software Troubleshooting
Education
University of Central Florida 2001 — 2005
Bachelor's degree, Political Science and Government
JPMorgan Chase January 2014 - Present
JP Morgan Chase January 2010 - December 2013
Washington Mutual 2002 - 2008
Organic 2000 - 2002
Black Pearl 1998 - 2000
Skills
Agile Methodologies, SOA, SDLC, Software Development, Scrum
Education
University of California, Irvine 1996 — 1998
BS, Computer Science
Toyota Motor Sales February 2013 - Present
JP Morgan Chase 2008 - 2013
Countrywide Home Loans August 2005 - May 2007
Skills
Risk Management, Business Analysis, Financial Analysis, Management, Process Improvement, Credit, Banking, Financial Modeling, Data Analysis, Strategic Planning, Training, Budgets, Access, Customer Service, Pastry, Program Management, Leadership, Mortgage Lending, Microsoft Excel
Education
University of California, Irvine
Bachelor of Arts (B.A.), Psychology
Workday January 2013 - Present
Finance 101 for Corporate Communications April 2003 - Present
Workday April 2012 - December 2013
Oracle December 2001 - December 2002
JP Morgan Chase August 1999 - February 2001
PeopleSoft June 1998 - July 1999
Arthur Andersen LLP September 1994 - May 1998
Skills
Analysis, Strategy, Analytics
Education
University of California, Santa Barbara 1990 — 1994
B.A., High Honors, Business Economics; Accounting
Wells Fargo July 2012 - Present
JP Morgan Chase September 2009 - June 2012
Bayer HealthCare April 2008 - September 2009
Bessemer Trust June 2007 - April 2008
Bear Stearns July 2006 - April 2007
ABN AMRO Bank N.V. February 2006 - June 2006
Liberty Mutual Insurance December 2004 - January 2006
Cendant Mobility June 2004 - November 2004
CommVault May 2002 - August 2002
Education
University of Bridgeport 1999 — 2003
BS, Computer Science
City Point Capital April 2010 - Present
RPS Developments, LLC December 2007 - Present
JP Morgan Chase September 2003 - November 2005
Skills
Alternative Investments, Investments, Asset Managment, Asset Management, Real Estate, Real Estate Development, Private Equity, Mergers & Acquisitions, Portfolio Management, Property Management, Residential Homes, Leases, Mutual Funds, Property, Management, Hedge Funds, Series 7, Marketing, Equities
Education
University of Central Florida 1999 — 2003
Bachelors, Business Communications
Pinkerton Academy 1994 — 1997
JP Morgan Chase June 2011 - Present
Wells Fargo Bank June 2006 - May 2011
Wells Fargo Bank January 2005 - June 2006
Skills
Cash Management, Small Business Lending, Commercial Lending, Loans, Banking, Treasury Management, Credit Analysis, Lines Of Credit, Commercial Mortgages, SBA, Relationship Management, Financial Analysis, Merchant Services, New Business Development, Refinance, Finance, Sales, Credit, Portfolio Management, Financial Services, Business Development, Mortgage Banking
Education
University of California, Santa Cruz 2000 — 2004
BA, Business Management and Economics
Stonegate Mortgage November 2013 - Present
Nationstar Mortgage November 2009 - November 2013
JP Morgan Chase 2008 - 2009
Bank of America Home Loans May 2004 - December 2007
Bank of America Home Loans 1990 - 2004
Education
UCLA 1974 — 1978
Bachelor's degree, Economics
Bank of America August 2012 - Present
Bank of America 2007 - July 2012
JP Morgan Chase 2003 - 2007
Goldman Sachs 2001 - 2003
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) 1996 - 2001
Skills
Prime Brokerage, Credit Derivatives, Swaps, Interest Rate..., Equity Derivatives, Fixed Income, Derivatives, Hedge Funds, Market Risk, Capital Markets, Equities, Investment Banking, Options
Education
New York University, Stern School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance
University of California, Berkeley 1992 — 1996
Bachelor's degree, Economics and Computer Science
JP Morgan Chase March 2011 - Present
Chase March 2011 - Present
Skills
Retail Banking, Cross Selling
Education
Rbindra Bharati University 2006 — 2008
Master of Arts (M.A.), English Language and Literature/Letters
University of Calcutta 2003 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters
JP Morgan Chase May 2009 - Present
Bank of America 2006 - 2009
Skills
Loans, Credit, Commercial Lending, Small Business Lending, Commercial Banking, Consumer Lending, Loan Origination, Credit Analysis, Banking, Cross Selling, Portfolio Management, Relationship Management, Financial Services
Education
UCSD
Bachelor of Arts (BA), Communications
Triad Systems International October 2014 - Present
Spectrum Inspection Engineering Inc January 2013 - September 2014
DEGG Investments LLC January 2013 - September 2014
JP Morgan Chase December 2011 - June 2013
Papa Johns August 2006 - December 2011
Skills
Customer Service, Money Management, Microsoft Excel, Time Management, PowerPoint, Microsoft Office, Microsoft Word, Data Entry, Outlook, Customer Satisfaction, Banking, Leadership, Financial Analysis, Sales
Education
University of California, Riverside 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Diamond Bar High School 2003 — 2007
JP Morgan Chase August 2010 - Present
Wells Fargo October 2006 - August 2010
witt lincoln mercury July 2004 - August 2006
Sookmyung Women's University September 1998 - September 1999
Dogok August 1997 - August 1998
Skills
Management, Customer Service, Analysis, Sales, Finance, Market Research, Marketing Strategy, Loans, Coaching
Education
UC Berkeley 1992 — 1996
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
University of California, Berkeley, Haas School of Business
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
JP Morgan Chase March 2014 - Present
Santander Bank, N.A. November 2010 - February 2014
Skills
Risk Management, Financial Analysis, Banking, Business Analysis, Financial Services
Education
University of Birmingham
Bachelor’s Degree, Psychology