JP Morgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JP Morgan Chase Employees
JPMorgan Chase March 2011 - Present
JP Morgan Chase June 2007 - March 2011
J.P. Morgan Chase August 2001 - September 2006
Skills
Banking, Portfolio Management, Small Business Lending, Finance, Cash Management, Commercial Lending, Sales, Management, Loan Origination, Marketing, Credit, Lines Of Credit, Underwriting, Loans, Investments, Financial Analysis, Relationship Management, Networking, Commercial Banking, Leadership, Credit Analysis, Organizational..., Cross Selling
Education
Brandman University, Part of the Chapman University System 2011 — 2014
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
UC Irvine 2005 — 2007
Bachelor of Arts (B.A.), English Literature
Universidad Complutense de Madrid 2006 — 2006
Master of Business Administration (MBA), Spanish Language and Literature
Texas Bank and Trust May 2014 - Present
J.P. Morgan November 2004 - February 2014
J.P. Morgan January 2004 - November 2004
J.P. Morgan Chase November 2001 - January 2004
Bank One June 1999 - November 2001
Skills
Banking
Education
Baylor University
Bachelor of Business Administration (B.B.A.), Business Administration and Management
Praise Temple Ministries March 2009 - Present
J.P. Morgan Chase June 2006 - April 2007
Trey Whitfield School August 2000 - July 2003
Skills
Volunteer Management, Community Outreach, Religious Studies, Liturgy, Pastoral, Evangelism, Apologetics, Nonprofits, Public Speaking, Fundraising, Leadership Development, Program Development
Education
Bucknell University 2012 — 2014
Bachelor's degree, Educational Leadership and Administration
Lehigh Carbon Community College 2010 — 2012
Associate of Arts and Sciences (AAS), Early Childhood Education and Teaching, Magna cum Laude
Lehigh Carbon Community College 2009 — 2010
Associate of Arts and Sciences (AAS), Early Childhood Education Director's Certification, Summa cum Laude
J.P. Morgan Chase August 2014 - Present
Wells Fargo August 2008 - August 2014
Aramark September 2006 - August 2008
Skills
Credit, Mortgage Lending, Credit Analysis
Education
California State University-Fullerton 2006 — 2010
Bachelor of Arts (B.A.), Finance
John Hancock May 2011 - Present
Adecco/Computershare January 2011 - March 2011
J.P. Morgan Chase August 2010 - November 2010
TJ Maxx May 2008 - April 2010
Old Navy October 2005 - January 2008
BELL foundation December 2005 - August 2007
Skills
Call Center, Customer Service, Data Entry, PowerPoint, Microsoft Word, Microsoft Excel, Filing, Outlook, Microsoft Office, Spreadsheets, Time Management, Event Planning, Management, Telephone Skills
Education
Sanford-Brown College 2011 — 2013
Associate, Applied Science
Cambridge College 2010 — 2011
BS, Management Studies
Regions Financial Corporation April 2014 - Present
BBVA Compass December 2012 - April 2014
BBVA Compass May 2011 - December 2012
Auburn University Montgomery September 2010 - May 2011
Auburn University June 2007 - August 2010
J.P. Morgan Chase May 2008 - August 2008
Skills
Financial Analysis, Corporate Finance, Portfolio Management, Finance, Accounting, Investments, Financial Risk, Managerial Finance, Microsoft Excel, Data Analysis, Banking, Microsoft Office, Economics, Business Strategy, Financial Modeling
Education
Auburn University 2009 — 2010
Masters of Science, Finance
Auburn University 2004 — 2008
Bachelor of Science, Finance
Coffee High School 2001 — 2004
Optimal Blue May 2013 - Present
EverBank June 2012 - May 2013
JPMorgan Chase July 2011 - June 2012
JP Morgan Chase August 2010 - June 2011
Dun & Bradstreet October 2008 - July 2010
J.P. Morgan Chase September 2003 - September 2008
J.P. Morgan Chase July 1998 - September 2003
Skills
Sales Management, Relationship Management, Business Development, Sales, Territory..., Banking Solutions, Risk Management, B2B, Cold Calling, Sales Operations, Leadership, Loans, Customer Retention, Selling, Account Management, Negotiation, Sales Process, Training, Strategic Planning, Management, Banking, New Business Development, Executive Management, Marketing, Pricing, Salesforce.com
Education
Kansas State University
Baker University
Bachelor, Business Administration
Accenture November 2013 - Present
J.P. Morgan Chase April 2010 - November 2013
Cherry Creek Mortgage October 2009 - April 2010
Wells Fargo Home Mortgage September 2008 - October 2009
GMAC Mortgage October 1992 - September 2008
Skills
Mortgage Banking, FHA, Mortgage Lending, FHA financing, Loans, Loan Origination, Performance Management, Training, Sales Management, Management Development, Refinance, Credit, USDA, Residential Mortgages, Mortgage Underwriting, VA loans, Banking, Loss Mitigation, Consumer Lending, Credit Analysis, Underwriting, Loan Servicing, Relationship Management, Mortgage Servicing, Financial Services, Small Business Lending, Lines Of Credit, Commercial Lending, Credit Risk, Cross Selling, Reverse Mortgages
Education
University of Colorado 1989 — 1991
Master's degree, Human Resource Development
Colorado State University 1986 — 1989
J.P. Morgan Chase June 2013 - Present
maceallen.com May 1998 - Present
Columbia College Chicago 2015 - Present
It's Academic of Illinois, Inc. January 2005 - February 2012
Words + Stuff Creates 2006 - 2007
The Portfolio Center, Columbia College Chicago 2003 - 2005
Skills
Graphic Design, Photography, Branding & Identity, Illustration, Web Design, Packaging, Brand Development, CSS, HTML 5, Illustrator, User Experience, Adobe Creative Suite, User Experience Design, Graphics, Web Development
Education
DePaul University 2011 — 2013
Human Computer Interaction, Computer Science
Columbia College Chicago 2002 — 2004
Bachelor of Fine Arts, Graphic Design
Minneapolis College of Art and Design
Cornerstone Advisers, LLC February 2013 - Present
Pro Star Group January 2011 - January 2013
J.P. Morgan Chase May 2010 - November 2010
UBS Financial Services, Inc 2005 - 2009
Morgan Stanley January 2000 - January 2005
Bon Ton Food Service, Inc January 1991 - January 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Outlook, English, Windows, Teaching
Education
Arizona State University
Bachelor of Arts, Elementary Education and Teaching
New Trier West
JPMorgan Chase & Co. April 2014 - Present
J.P. Morgan Chase April 2014 - Present
DAV (Disabled American Veterans) August 2013 - Present
US Navy July 2009 - July 2013
George's Family Pharmacy May 2007 - June 2009
Skills
Maintenance & Repair, Aircraft Maintenance, Training, Microsoft Office, Customer Service, Leadership, Microsoft Word, Microsoft Excel, Teamwork, Management, Team Building
Education
Columbia College 2013 — 2015
Bachelor’s Degree, Accounting
Columbia College 2011 — 2013
Associate of Arts (A.A.)
Genesys 2014 - Present
J.P. Morgan Chase 2011 - 2013
Skills
Microsoft Office, Customer Service, Telecommunications, Microsoft Excel, Leadership, Enterprise Software, Sales, SQL
Education
California State University-Los Angeles
Mission San Jose High School
J.P. Morgan Chase March 2015 - Present
JPMorgan Chase May 2014 - Present
JP Morgan Chase August 2010 - May 2014
Education
Ashford University
Bachelor of Business Administration (B.B.A.), Finance, General
Dimensional Fund Advisors August 2013 - Present
Monroe Capital LLC June 2012 - August 2012
J.P. Morgan Chase April 2009 - May 2012
J.P. Morgan Chase January 2009 - April 2009
J.P. Morgan Chase February 2007 - January 2009
U.S. House of Representatives January 2005 - August 2005
U.S. House of Representatives August 2004 - January 2005
Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Portfolio Management, Finance, Asset Management, Equities, Corporate Finance, Capital Markets
Education
The University of Chicago Booth School of Business
MBA, Analytic Finance, Econometrics & Statistics, Economics
University of Pennsylvania
MAL, International Political Economy, Public Policy
University of Oxford
Arizona State University, W. P. Carey School of Business
BS, Management; BS, Marketing, magna cum laude
Alpine Mortgage Planning 2015 - Present
J.P. Morgan Chase September 2013 - January 2015
Skills
Investment Properties, Commercial Real Estate, Construction, Real Estate Development, Real Estate, Residential Homes, Loans, Program Management, Real Estate Economics, Real Estate Transactions, Mortgage Lending, Real Estate Financing, Short Sales, Investments, Investors, Sellers, Disposition, Leases, Foreclosures, Property Management, Condos, Brokerage, Asset Management, Property, Location Intelligence, Entitlements, Corporate Real Estate, Due Diligence, REO, Land Acquisition, Valuation
Education
California State Polytechnic University-Pomona 1970 — 1974
BS, Architecture/Urban Planning
Cerritos College 1966 — 1968
AA, Architecture
BMO Harris Bank July 2014 - Present
BMO Harris Bank October 2013 - June 2014
JPMorgan Chase January 2013 - October 2013
J.P. Morgan Chase June 2011 - January 2013
JPMorgan Chase November 2009 - May 2011
Mortara Instrument August 2008 - November 2009
Mortara Instrument March 2005 - July 2008
Skills
Analysis, Mortgage Lending, Access, Loans, Forecasting, Process Improvement, Underwriting, Microsoft Excel, SharePoint, PowerPoint, Exception Based..., Risk Assessment, FHLMC, HAMP, Data Analysis, Data Trending & Analysis, Spreadsheet Modeling, Database Management, Forensic Reporting, Cash-Flow Analysis, Program Management, Database Admin, Cash Flow, Visual Basic (VBA), Basic SQL, Unix, ETL Tools, DataStage, Spotfire, SAS Programming, Banking, Customer Service, Project Management
Education
Cardinal Stritch University 2009 — 2012
Master of Business Administration (MBA), Business Administration
CARDINAL STRITCH UNIVERSITY 2006 — 2009
Bachelor's degree, Business Administration
William Knibb Memorial High 1995 — 2000
High School Diploma
Indigo Travel Services July 2014 - Present
Indigo Business Services - Grant Writing March 2014 - Present
Comcast Cable June 1997 - Present
Delaware State Housing Authority April 1996 - October 1996
J.P. Morgan Chase July 1983 - July 1995
Skills
Team Leadership, Call Center, Process Improvement, Customer Satisfaction, Workforce Management, Coaching, Customer Experience, Customer Retention, Telecommunications, Customer Service, Team Building, VoIP, Vendor Management, Strategic Planning, Microsoft Excel, Microsoft Office, Cross-functional Team..., Troubleshooting, Telephony, Leadership, Call Centers, Employee Relations, Project Management, Training, Sales, Business Analysis, Management, Account Management, Operations Management, Program Management, Outsourcing, Change Management, Solution Selling, Software Documentation
Education
Wilmington University 2008 — 2009
MS, Organizational Leadership
Wilmington University 2005 — 2008
BS, Organizational Management
City University of New York 1979 — 1981
A.A.S., Office Technology
J.P. Morgan Chase July 2015 - Present
Center for Court Innovation 2014 - 2015
Anti-Defamation League July 2013 - August 2013
Arlia & Associates July 2012 - August 2012
Skills
Microsoft Office, Legal Writing, Legal Documents, Laboratory Skills, Invoicing, Microsoft Excel, Public Speaking, AutoCAD, Filing
Education
Columbia University in the City of New York
Freshman
Betterment April 2015 - Present
Betterment June 2014 - March 2015
J.P. Morgan Chase January 2013 - May 2014
J.P. Morgan Chase September 2010 - January 2013
Skills
Data Analysis, Valuation, Economics, Capital Markets, Investments, Analytics, Financial Services
Education
Cornell University
Bachelor of Arts (B.A.), Economics
TDI REFRIGERATION August 2012 - Present
SPRINT MORTGAGE INC. November 2007 - Present
J.P. MORGAN CHASE July 2005 - November 2010
WASHINGTON MUTUAL July 2005 - November 2010
WELLS FARGO & CO January 2003 - January 2005
WELLS FARGO & CO January 2001 - January 2003
WELLS FARGO & CO January 2000 - January 2001
Skills
Management, Sales Management, Strategic Planning, Project Management, Revenue Enhancement, Higher Education, High Net Worth...
Education
Azusa Pacific University 1994 — 2004
Master of Business Administration, 2004
Azusa Pacific University
Bachelor of Arts, Business Administration
AIG July 2015 - Present
Jackson April 2014 - November 2014
MetLife August 2013 - April 2014
AIG May 2011 - August 2013
J.P. Morgan - Chase 2010 - 2011
ASFM Global 2008 - 2010
Wells Fargo 2005 - 2008
Skills
Mutual Funds, Wealth Management, Portfolio Management, Variable Annuities, Personal Financial..., Product Marketing, Email Marketing, Seminars, New Business Development, Business Development, Management, Strategy, Competitive Analysis, Banking, Relationship Management, Fixed Annuities, Marketing, Market Planning, Finance
Education
University of California, Los Angeles 2012 — 2014
PFP/CFP Certificate, Financial Planning and Services
California Lutheran University 2005 — 2007
MBA, Marketing
California State University-Northridge 2003 — 2005
BS, International Business
California State University-Northridge 2003 — 2005
BS, Finance
U.S. Bank March 2011 - Present
KnoxVegas Resources June 2012 - April 2014
U.S. Bank April 2010 - March 2011
Elan Financial / U.S. Bank January 2008 - April 2010
J.P. Morgan Chase October 2005 - October 2007
Kottan-Labs / Bowling Green State University June 2002 - January 2004
Skills
Quantitative Analytics, Business Analysis, Data Analysis, Hedge Funds, Analytics, Alternative Investments, Quantitative Finance, Financial Modeling, Options, Macroeconomics, Valuation, Program Management, Business Intelligence, Trading Systems, VBA, Microsoft Office, Electronic Trading, Computer Hardware, Econometrics, Microsoft Excel, Risk Analysis, Neural Networks, Predictive Analytics, Programming, Computer Security, Options Strategies, Quantitative Research, Algorithm Development, Financial Accounting, Applied Econometrics, Behavioral Finance, Index Options, Financial Engineering, Automated Trading, Exotic Derivatives, Business Planning, Quantitative Analysis, Statistical Modeling, Decision Science, Private Equity Firms, International Finance, Disruptive Technologies, Credit, Derivatives
Education
Creighton University 2012 — 2014
Masters, Security Analysis & Portfolio Management
Western Governors University 2010 — 2011
B.S, Finance
Bowling Green State University 2001 — 2005
J.P. Morgan Chase June 2015 - Present
Sodexo February 2014 - Present
McDonald's Corporation July 2011 - August 2014
Sodexo September 2013 - February 2014
McDonald's Corporation February 2013 - May 2013
St. Theresa's Church November 2010 - June 2012
Skills
PowerPoint, Outlook, Microsoft Word, Microsoft Office, SAP
Education
Bentley University 2012 — 2016
Bachelor of Science (B.S.)
Union County Magnet High School 2008 — 2012
High School Diploma
Boston Children's Hospital May 2013 - Present
East Boston Neighborhood Health Center May 2014 - Present
J.P. Morgan Chase January 2008 - May 2013
J.P. Morgan Chase January 2008 - February 2011
State Street Corporation October 2006 - January 2008
J.P Morgan Chase October 2005 - April 2006
Skills
Financial Services, CRM, Investments, Strategy, Business Analysis, Leadership, Management, Microsoft Excel, Microsoft Word, PowerPoint, Lean Management, Agile Project Management, Access Database, Relational Databases, Epic Systems, WebEx, Compliance, Account Management, R, Bloomberg Software, Spanish-speaking
Education
Boston University 2013 — 2015
Master's Degree, Health Policy and Management
Brandeis University 2001 — 2005
B.A., Economics
The Cermele Law Firm PLLC March 2014 - Present
Tarter Krinsky & Drogin LLP June 2011 - March 2014
Welby, Brady & Greenblatt, LLP August 2005 - June 2011
Ostrolenk, Faber Gerb & Soffen, LLP 2001 - 2004
J.P. Morgan Chase 1999 - 2001
Skills
Construction Law, Litigation, Real Estate, Arbitration, Surety, Contract Negotiation, Land Use, Corporate Law, Legal Advice, Intellectual Property, Property Law, Employment Law, Commercial Litigation, Appeals, Mediation, Civil Litigation
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
J.D., Law
Tufts University 1995 — 1999
B.S.M.E., Engineering
Harrison High School 1991 — 1995
The Mount Sinai Hospital September 2013 - Present
Cohen & Steers February 2013 - September 2013
SchoolNet April 2012 - February 2013
Kaplan, Inc. July 2008 - June 2012
Kaplan Test Prep & Admissions March 2006 - July 2008
Mercer Oliver Wyman April 2004 - March 2006
J.P. Morgan Chase February 2002 - April 2004
Western Management Corp. January 1999 - February 2002
Skills
Windows Server 2008, Exchange 2007, Windows Server 2003, Exchange 2003, Clustering, VMware ESX, Blackberry Enterprise..., Active Directory, DNS, DHCP, LDAP, ADFS, IIS, F5 BigIP, Syncsort, Netbackup, Puredisk, Sysprep, Windows® Automated..., Group Policy, Dell PowerEdge Servers, HP Proliant, Microsoft SQL Server, Windows Server, Automation, Microsoft Exchange, Networking, Cluster, VMware, Servers, Citrix, Windows, vSphere, High Availability, SQL, SAN, Powershell, Microsoft Certified..., SCOM, System Deployment, Troubleshooting, Laptops, BMC Remedy, Databases, Software Installation, Virtualization, VMware vSphere, Operating Systems, Disaster Recovery
Education
F5 Networks 2009 — 2009
Course, BIG-IP® Local Traffic Manager™ (LTM) - Essentials v9.x
F5 Networks 2009 — 2009
BIG-IP Local Traffic Manager (LTM) - Advanced Topics - v9.x
Netcom Information Technology 2009 — 2009
70-640 TS: Windows Server 2008 Active Directory, Configuring, Technology
Netcom Information Technology 2009 — 2009
MCITP, 70-642 TS: Windows Server 2008 Network Infrastructure, Configuring
Netcom Information Technology 2009 — 2009
MCITP, 70-646: Pro: Windows Server 2008, Server Administrator
InterQuad Leaning Limited 2005 — 2005
Zenworks 6.5 Desktop Management Course, Novell
Career Centers 2003 — 2003
A+, Hardware
Baruch College, City University of New York (CUNY) 1997 — 2001
BBA, Computer Information Systems
DoAble Business Solutions September 2010 - Present
Western Federal Credit Union September 2010 - January 2015
J.P. Morgan Chase 1999 - 2010
Laguna Niguel Youth Soccer Association June 2008 - January 2009
AYSO January 2006 - December 2008
Trails 4 All 1990 - 2005
Home Savings of America 1996 - 1998
American Lung Association January 1986 - January 1996
Skills
Coaching, Team Building, Change Management, Credit, Mentoring, Leadership Development, Performance Management, Compliance, Strategic Planning, Branch Management, Sales Management, Risk Management, Business Process..., Financial Services, Loans, Banking, Consumer Lending, Small Business Lending, Retail, Sales, Management, Small Business, Leadership, Start-ups, Marketing Strategy, Human Resources, Mortgage Lending, Cross Selling, Budgets, Customer Service, Commercial Lending, Financial Analysis, Retail Banking, Relationship Management, Loan Origination, Credit Analysis, Commercial Banking, Portfolio Management, Mortgage Banking, Branch Banking, Executive Management, Finance, Business Development, Investments, Underwriting, Strategy, Marketing, Training, Cash Management, Credit Unions
Education
Concordia University-Irvine 2011 — 2012
Bachelor of Art (BA) Degree, Business Administration and Leadership, 3.75
University of Washington 1998 — 2000
Masters level Certificate in Banking / PCBS, Banking
Saddleback College
Associate's Degree, Business Administration and Management, General, 3.70
University of Virginia Darden School of Business
University of Virginia Darden School of Business
J.P. Morgan Chase July 2013 - Present
J.P. Morgan Chase June 2012 - August 2012
First New York Securities January 2012 - January 2012
Cisco Systems June 2011 - August 2011
ADP January 2011 - January 2011
Plantex USA, Inc. June 2010 - August 2010
Google July 2010 - July 2010
Education
Cornell University 2009 — 2013
Bachelor of Science, Computer Science Major, Business Minor
Ramapo High School 2005 — 2009
New York State Teachers’ Retirement System 2011 - 2014
Hercules Technology Growth Capital 2008 - May 2010
MetLife 2006 - 2007
Goldman Sachs Specialty Lending Group 2005 - 2006
ORIX 2001 - 2005
J.P. Morgan Chase 1994 - 2001
Ernst & Young 1989 - 1993
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Investments, Portfolio Management, Venture Capital, Capital Markets, Equities, Asset Management, Fixed Income, Mutual Funds, Finance, Structured Finance, Investment Banking, Global Experience, LBO, Start-ups, Strategy, Restructuring, Mergers, Asset Allocation, Funding, Special Situations, Hedge Funds, Divestitures, Capital, Accounting, Valuation, Management, Investment Management, Financial Modeling, Team Building, Middle Market, CRM, Loans, High Yield, Analysis, Financial Structuring, Capital Structure, Credit
Education
New York University - Leonard N. Stern School of Business
M.B.A., Finance - Management
Babson College 1985 — 1989
B.S., Accounting
Union Bank November 2011 - Present
J.P. Morgan Chase November 2009 - November 2011
Doheny Appraisal November 2008 - November 2009
Downey Savings February 2007 - November 2008
Wachovia Bank May 1993 - February 2007
Education
California State University-Fullerton 1987 — 1993
BA, Business Administration - Finance
Safeway June 2014 - Present
reSTART Center for Lifestyle Sustainability March 2014 - Present
J.P. Morgan Chase October 2011 - August 2013
Dex One June 1994 - February 2011
PROSTAFF TEMPORARY SERVICE 1992 - 1994
Skills
Customer Retention, Customer Service, Account Management, Marketing Strategy, Customer Relations, Leadership, Coaching, Mentoring, New Business Development, Problem Solving, Budgets, Budgeting, Strategic Planning, Consultative Selling, Selling, Sales Presentations, B2B, Sales, Online Marketing, Social Networking, Research, Advertising, Direct Sales, SEM, Lead Generation, Online Advertising, CRM, Cold Calling, Microsoft Office, Microsoft Word, Advertising Sales, Negotiation, Retail, Word, Excel, Public Speaking, Microsoft Excel, Customer Satisfaction
Education
Boise State University 1983 — 1987
BA, Communications
New Mexico State University
J.P. Morgan Chase May 2014 - Present
J.P. Morgan Chase December 2013 - April 2014
Imagine Software June 2013 - August 2013
Numerix May 2012 - December 2012
UNIDO May 2011 - August 2011
PredictWallStreet January 2010 - April 2010
Skills
Risk Management, SAS, Teradata SQL, Risk Analytics, Data Analytics, Risk Assessment, Data Analysis, Bloomberg Terminal, Microsoft Excel, VBA, Matlab, R, DITA, XML Tools, Technical Documentation, Eviews, C++, Access, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2013
MS, Mathematical Finance
University of Colorado at Denver 2008 — 2010
BA, Economics
China Agricultural University 2007 — 2008
Economics
Tangshan No.1 High School 2004 — 2007
High School, General Studies
Emigrant Bank November 2013 - Present
J.P. Morgan Chase September 2011 - December 2012
Outten & Golden LLP July 2008 - September 2011
Fogel Neale Partners LLC April 2010 - June 2010
Forex Capital Markets January 2010 - February 2010
Skills
Valuation, Legal Research, Westlaw, Microsoft Excel, Financial Analysis, Legal Writing, Investments, Credit Analysis, Spanish, Negotiation, Public Speaking, Technical Analysis, Contract Negotiation, Risk Management, Structured Products, Brazilian Portuguese, Derivatives, Credit Risk
Education
City University of New York-Baruch College 2006 — 2010
BBA, Finance, Psychology
Northern Trust Corporation October 2014 - Present
Northern Trust Corporation September 2013 - October 2014
Northern Trust Corporation July 2012 - September 2013
Northern Trust Corporation September 2010 - July 2012
Northern Trust Corporation April 2008 - September 2010
J.P. Morgan Chase December 2000 - April 2008
Thelma's Shelter January 2005 - May 2005
Skills
Process Improvement, Analysis, Account Reconciliation, Banking, Visio, SDLC, Finance, Data Analysis, Leadership, Securities
Education
Keller Graduate School of Management of DeVry University
Master, Business Administration; Human Resources
Keller Graduate School of Management of DeVry University
Certificate, Project Management
Chicago State University
Bachelor of Science, Business Administration Management
recently seperated from NYCB Mortgage Company, LLC July 2010 - Present
Bank of America June 2009 - May 2010
J.P. Morgan Chase January 2008 - April 2009
Bank of America June 2004 - December 2007
Bank of America : Wholesale Operations July 2003 - June 2004
Bank of America November 2002 - July 2003
Bank of America May 2001 - June 2001
Skills
Negotiation, Credit, New Business Development, Customer Relations, Real Estate Financing, Knowledge Management, Key Account Management, Change Management, Operations, Quality Management, Problem Solving, Teaching, Underwriting, FHA, Mortgage Banking, Banking, Customer Service, Loan Origination, Management, Residential Mortgages, Loans, Finance, Training, Risk Management
Education
Sacramento State University 2012 — 2012
Water Treatment Plant Operator, Vol1, Drinking Water Treatment Operations
State of California Department of Public Health 2012 — 2012
T2 Treatment Operations and D2 Distribution Operator Certification Grade 2, Drinking Water Treatment Plant Operation and Water distribution systems operation
AWWA 2011 — 2012
Level 2 Drinking Water Treatment Operator certification / Hi-Tech Operator certification, Drinking Water Treatment
California State University-East Bay 1990 — 1993
BA, Physical and Theoretical Anthropology
Diablo Valley College 1988 — 1990
AA equivalent, General / Anthropology / Music
J.P. Morgan Chase May 2015 - Present
Skills
Asset Based Lending, Commercial Lending, Loan Origination, Small Business Lending, Credit Analysis, Loans, Commercial Banking, Credit, Banking, Lines Of Credit, Portfolio Management, Underwriting, Credit Risk
Education
Concordia University-St. Paul 1996 — 2000
Bachelor of Science (BS)
GMT Retail Group, LLC January 2013 - Present
ABOGA & QUiDDY January 2012 - Present
Center for Applied Innovation & Invent for Humanity September 2011 - December 2012
J.P. Morgan Chase January 2012 - June 2012
RenaCyte Biomolecular Technologies, Inc & Avocet Polymer Technologies, Inc June 2011 - December 2011
Banco Venezolano de Crédito January 2008 - December 2008
Ayala & López Abogados January 2005 - January 2008
Skills
Intellectual Property, Business Strategy, Strategy
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2010 — 2011
LLM
Fundesem Business School 2008 — 2009
MBA, Master in Business Administration
Universidad Metropolitana 2007 — 2007
Certificate in Business Adminitration, Business
Universidad Metropolitana 2001 — 2007
Abogado "JD" equivlalent, Law
Skorpil Photography 2012 - Present
JPMorgan Chase August 2000 - March 2011
J.P. Morgan Chase 2000 - 2011
Skills
Photography, Digital Photography, Photoshop, Customer Service, Sales, Social Media, Digital Imaging, New Business Development, Public Speaking, Product Management, Advertising, Microsoft Office, Project Management, Microsoft Excel, Editorial, Editing, Public Relations, Graphic Design, Social Media Marketing, Social Networking, Food Photography, Mac
Education
Austin Community College 2010 — 2012
Advanced photography courses, Photographic Technology
University of Utah 1994 — 2000
Bachelor of Arts, Art History
J.P. Morgan July 2014 - Present
J.P. Morgan Chase May 2011 - June 2014
Goldman Sachs & Co. February 2007 - May 2011
Morgan Stanley December 2005 - June 2006
Skills
Leadership, Management, Finance, Auditing, Budgets, Account Reconciliation, Internal Audit
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
Bachelor of Business Administration (BBA), Finance and Investments
Vodafone Global Enterprise March 2013 - Present
UBS Wealth Management July 2012 - December 2012
NYSE Euronext September 2011 - June 2012
DEUTSCHE BANK (consultant from NorthPark Group) November 2009 - December 2011
Morgan Stanley June 2006 - November 2008
J.P. MORGAN CHASE October 2001 - May 2006
J.P. MORGAN INVESTMENT MANAGEMENT September 1997 - September 2001
PAINEWEBBER INC. April 1996 - September 1997
Scotia Macleod 1987 - 1995
Scotia Macleod 1987 - 1995
Skills
Incident Management, Vendor Management, IT Service Management, IT Management, Service Delivery, ITIL, IT Operations, Disaster Recovery, IT Strategy, Problem Management, Business Analysis, Outsourcing, Business Continuity, Infrastructure, Sybase, Solaris, Unix
Education
City University of New York-College of Staten Island 1983 — 1987
Associates Degree, Computer Technology
J.P. Morgan Chase April 2014 - Present
EMC Advisors July 2012 - March 2014
Northwestern Mutual Financial Newtork 2010 - August 2012
Kramer Levin Naftalis & Frankel LLP October 2001 - August 2007
Kramer Levin Naftalis & Frankel LLP 2001 - 2007
Pennie Edmonds LLP 1999 - 2001
Education
Suffolk University - Sawyer School of Management 2007 — 2010
MBA
Baruch College, City University of New York (CUNY) 2006 — 2007
MBA Studies, Finance
Fordham Gabelli School of Business 2005 — 2006
MBA Studies, Finance
Fairfield University 1994 — 1999
BA
Boston College High School 1990 — 1994
Federal Reserve Bank of New York November 2014 - Present
Federal Reserve Bank of New York February 2009 - November 2014
Ramius LLC July 2008 - February 2009
Bank of America May 2006 - February 2008
J.P. Morgan Chase 1979 - 2006
Arthur Andersen 1975 - 1979
Skills
Risk Management, Finance, Management, Financial Services, Capital Markets, Analysis, Financial Analysis, Investment Banking, Sarbanes-Oxley Act, Internal Audit
Education
City University of New York 1971 — 1975
B.S, Accounting
Metlife Premier Client Group August 2015 - Present
Allstate Financial Services, LLC July 2014 - August 2015
JPMorgan Chase July 2013 - June 2014
JPMorgan Chase May 2012 - June 2013
J.P. Morgan Chase January 2011 - May 2012
Scottrade May 2010 - May 2011
Skills
Banking, Loans, Series 63, Series 7, Credit, Securities, Financial Services, Mutual Funds, Wealth Management
Education
Butler University
Finance Degree, Finance
J.P. Morgan Chase April 2015 - Present
Citibank N.A. May 2014 - Present
Citi May 2013 - June 2014
Citibank November 2006 - April 2013
Citibank December 2005 - October 2006
Radio Shack Corporation January 2005 - October 2005
RadioShack July 2000 - December 2004
Skills
Bilingual, Customer Support, Customer Oriented, Customer Retention, Multi Tasking, Interpersonal Skill, Analytical Skills, Master Scheduling, Coaching Staff, Team Leadership, Teamwork, Microsoft Office, Microsoft Word, Home Equity Loans, Small Business, Unsecured Loans, Sales Growth, Banking, Training, Sales, Cross Selling, Recruiting, Consumer Lending, Lines Of Credit, Credit, Relationship Management, Credit Analysis, Internet Banking, Merchant Services, Commercial Banking, CRM, Portfolio Management, Retail Banking, Customer Satisfaction, Small Business Lending, Credit Cards, Loans, Management, Branch Management, Loan Origination, Cash Management, Financial Services, Credit Risk, Performance Management, Operational Risk, Coaching, Business Relationship..., Risk Management, Customer Service, Branch Banking
Education
Hunter College 2000 — 2001
Business Administration and Management, General
Hunter College 2000 — 2001
George Washington H.S 1996 — 2000
High School Diploma
Answers University
JPMorgan Chase & Co. November 2013 - Present
J.P. Morgan Chase September 2010 - October 2013
JPMorgan Chase September 2005 - September 2010
BISYS Fund Services 2005 - 2005
FirstMerit Bank 2002 - 2005
Skills
Banking, Financial Analysis, Credit Analysis, Financial Risk, Risk Management, Analysis, Credit, Internal Audit, Portfolio Management, Financial Modeling, Retail Banking, Credit Risk, Financial Services, Enterprise Risk..., Operational Risk, Management, Finance, Leadership, Process Improvement, Internal Controls, Auditing
Education
Capital University 2014 — 2015
Master of Business Administration (MBA)
Keller Graduate School Of Management 2005 — 2007
Masters
Franklin University 2001 — 2004
Bsc
University of Nairobi 2000 — 2001
Bachelor Of Commerce
St. Mary's School
J.P. Morgan Chase June 2015 - Present
JPMorgan Chase March 2012 - Present
Non-Profit Healthy Family and Aging Services May 2007 - Present
Rainbow Child Development Center March 2011 - December 2011
Holy Mountain Preschool August 2007 - February 2011
S.J. Pahng M.D. P.C. June 2007 - August 2007
Core Staffing December 2005 - December 2006
Skills
Organizing, Team Leadership, Computer Literate, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint
Education
SUNY Binghamton 2004 — 2007
Psychology
Baruch College 2002 — 2004
J.P. Morgan Chase May 2015 - Present
Skills
Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning
Education
Baylor University - Hankamer School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Marketing, Junior
J.P. Morgan Chase July 2013 - Present
J.P. Morgan Chase August 2011 - July 2013
JPMorgan Chase March 2010 - August 2011
National City Bank August 2007 - August 2009
National Interstate Insurance Company May 2004 - August 2007
Skills
Business Analysis, Credit Cards, Payment Systems, Commercial Card, Marketing Strategy, Business Strategy, Communication, Software Development..., Project Management, Product Management, Strategy, Marketing, Advertising, Public Relations, Direct Marketing, Competitive Analysis, Analytics, Banking, Product Marketing, Event Management, Management
Education
John Carroll University 2006 — 2007
MBA, Management & Marketing
Baldwin Wallace University 2000 — 2004
BA, Business Administration
J.P. Morgan Chase October 2014 - Present
PennyMac July 2013 - October 2014
PennyMac September 2011 - July 2013
Prospect Mortgage, LLC June 2010 - July 2011
Bank of America August 2009 - June 2010
Bank of America August 2008 - August 2009
Countrywide Financial Corporation August 2007 - August 2008
Windstar Mortgage April 2006 - August 2007
Countrywide Financial Corporation February 2001 - April 2006
Countrywide Financial Corporation October 2000 - February 2001
Skills
Mortgage Banking, Real Estate, Finance, Refinance, Credit, Loan Origination, Asset Management, Underwriting, Residential Mortgages, Investment Properties, Credit Analysis, Foreclosures, Risk Management, Sales, Real Estate Economics, FHA financing, First Time Home Buyers
Education
Arizona State University 2011 — 2013
Bachelor of Interdisciplinary Studies, Organizational Studies, Cum Laude
University of Phoenix 2010 — 2011
Associates of Arts, Foundations in Business, Magna Cum Laude
Fletcher Jones Motorcars (Mercedes Benz) September 2014 - Present
U.S. Bank September 2012 - August 2014
J.P. Morgan Chase Bank July 2011 - September 2012
J.P. Morgan Chase July 2009 - July 2011
Utah Valley College Of Massage Therapy July 2008 - February 2009
Skills
Collaborative, Team Leadership, Organizational..., Analytical and..., Strong Communication..., Leadership, Customer Service, Time Management, Branch Service Leader, Account Management, Banking, Budgets, Human Resources, Loans, Management, Sales, Sales Management, Team Building, Social Media, Microsoft Excel, Customer Satisfaction
Education
Pepperdine University 2014 — 2016
Bachelor of Business Administration (B.B.A.), MBAJ, Business Administration and Management, General
National Counsel for Certified Personal Trainers 2015 — 2015
Personal Health Improvement and Maintenance
Cal State San Marcos 2013 — 2015
Bachelor's degree, Business (Finance)
MiraCosta College 2010 — 2013
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
National Notary Association 2012 — 2012
National Notary, 90%
Nationwide Childrens Hospital January 2015 - Present
CoreSource September 2012 - December 2014
Nationwide Children’s Hospital October 2009 - December 2014
J.P. Morgan Chase July 2011 - September 2012
Skills
SQL, Microsoft Office, Time Management, Customer Service, Microsoft Excel, Research, Social Media, Analysis, Loyalty Programs, PowerPoint, Public Speaking, Sales Management, Microsoft Word, Outlook, Sales, Coaching, Access, Insurance
Education
Mt. Vernon Nazarene University 2009 — 2011
Bachelor of Arts, Sports Management
Columbus State Community College 2007 — 2009
Undergraduate, General Business
J.P. Morgan Chase March 2015 - Present
Bank of America March 2008 - February 2015
Skills
Mortgage Lending, Loan Origination, FHA, Customer Service, Residential Mortgages, Microsoft Office, Refinance, Microsoft Word, Microsoft Excel, Finance, Risk Management, Wealth Management, Loans, Banking, Mortgage Banking, Lines Of Credit, Credit, Retail Banking, Credit Cards, Cross Selling, Deposits, Consumer Lending, VA loans, FHA financing, Government Loans, Home Equity Lines of..., Mortgage Servicing, Home Equity Loans, Non-Conforming, Real Estate Financing, Home Equity, Loan Servicing
Education
California State University-Northridge
Bachelor of Science (BS), Finance, General
J.P. Morgan Chase September 2014 - Present
FlexTrade Systems Inc. August 2009 - September 2014
York Capital Management June 2008 - August 2009
UBS Wealth Management May 2007 - June 2008
Federal Reserve Bank of New York March 2007 - May 2007
Cantor Fitzgerald eSpeed October 2005 - March 2007
SunGard 2001 - 2005
Morgan Stanley April 1999 - May 2001
Prudential Financial 1998 - 1999
Jewish Communications Network 1996 - 1998
Skills
Analysis, SAS, JavaScript, Business Requirements, JSP, COBOL, Functional..., ASP, Software Development..., Training, Manuals, White Papers, Distance Learning, Trading Systems, Equities, SQL, SDLC, Perl, Databases, Electronic Trading, Data Center, Investment Banking, Hedge Funds, Software Development, Unix, Project Management, Trading, Securities, Market Data, Financial Services, Asset Management, FX Options, Equity Trading, Options, Order Management, Financial Markets, Equity Derivatives, Derivatives, Sybase, Fixed Income, Quantitative Finance
Education
Brown University 1973 — 1976
PhD
Yeshiva University 1970 — 1973
MS
Yeshiva University 1966 — 1970
BA, Mathematics
Break4Health February 2014 - Present
J.P. Morgan Chase August 2008 - January 2014
Compass Home Finance Corp January 2004 - July 2008
Master Trade Inc. January 2004 - January 2006
Skills
Excellent..., Ability to lead and..., Strong work ethic, Ability to manage..., Financial Modeling, New Business Development, Financial Analysis, Finance, Leadership, Investments, Loans, Banking, Management, Management Consulting, Credit, Analysis, Entrepreneurship, Strategy, Budgets
Education
Investment Banking Institute 2014 — 2014
Carthage College
Bachelor of Arts, Business Marketing and Administration
Carthage College
Minor, Psychology
J.P. Morgan Chase Bank November 2013 - Present
J.P. Morgan Chase 2012 - 2015
J.P. Morgan Chase 2012 - 2015
J.P. Morgan Chase 2012 - 2015
J.P. Morgan Chase January 2013 - January 2014
Jpm Chase Bank October 2012 - January 2013
Jpm Chase Bank January 2012 - October 2012
Skills
Leadership, Banking, Customer Service, Relationship Management, Financial Services, Management, Sales, Financial Planning, Collaborative Problem..., Small Business, Cash Management, Team Building, Manage client..., Organizational...
Education
College of the Siskiyous 2008 — 2010
Fire Science/Fire-fighting
Portland Community College 2007 — 2008
General Studies
Career Education Corporation September 2013 - Present
J.P. Morgan Chase August 2010 - September 2013
US Department of Commerce, Census Bureau 2010 - 2010
Suncast Corporation November 2007 - June 2008
Linens-N-Things January 2005 - June 2007
Skills
Spreadsheets, Data Entry, Business Strategy, Accounting, Leadership, QuickBooks, Microsoft Excel, Access, Inventory Management, Data Analysis, Customer Service, Analysis, Financial Accounting, Microsoft Office, Auditing, Cost Accounting, Pricing, Management Accounting, Outlook, PowerPoint, Microsoft Word, Tax, Training, Financial Analysis, Finance, Accounts Payable, Management, Financial Reporting, Forecasting, Time Management, CRM, Account Reconciliation, Accounts Receivable, Banking, Bookkeeping, Budgets, CPA, Cash Flow, Cash Management, Credit, Employee Benefits, Financial Statements, GAAP, General Ledger, Invoicing, Payroll, PeopleSoft, Process Improvement, SAP, Teamwork
Education
Aurora University 2009 — 2011
Masters of Business Administration, Accounting
Aurora University 2007 — 2011
B.A, Accounting
Olivet Nazarene University 1987 — 2005
B.A, Business Administration
Marseillles High School
PNC June 2013 - Present
M.O.V.E. December 2008 - Present
Madness Designs January 2008 - Present
J.P. MORGAN CHASE June 2010 - June 2013
JPMorgan Chase June 2009 - June 2010
Department of Transportation November 2005 - June 2009
Skills
Software Documentation, Business Analysis, Integration, Leadership, Analysis, Microsoft Office, Microsoft Excel, Testing, Training, Project Planning, Windows, Operations Management, Business Requirements, Financial Analysis, Access, Security, Banking, Visio, Risk Management, Data Analysis
Education
Temple University - Fox School of Business and Management 2008 — 2011
B.S. Business Administration, Legal Studies, Minor in MIS
Community College of Philadelphia 2005 — 2008
Associates, Business Administration
J.P. Morgan Chase July 2013 - July 2015
Skills
Mobile Applications, C, C++, HTML, Java, SQL, Microsoft Excel, Eclipse, Process Improvement, Linux, Python
Education
Carnegie Mellon University 2015 — 2016
Master of Information Systems Management, IT Strategy & Management
M S Ramaiah Institute of Technology 2009 — 2013
B.E, Information Science and Engineering, 9.26
The Indian High School, Dubai
U.S. Bancorp Fund Services June 2008 - Present
J.P. Morgan Chase January 2007 - June 2008
Ameriprise Financial February 2006 - August 2006
Skills
Investments, Financial Analysis, Mutual Funds, Finance, Financial Services, Financial Reporting, SEC filings, Financial Advisory, Analysis, Auditing, Accounting, Equities, Fund Accounting, Securities, Risk Management, Series 7, Customer Service, Asset Management, Insurance, Process Improvement, Portfolio Management, Retirement, Strategic Planning, Trading
Education
University of Wisconsin-Milwaukee 2011 — 2015
Master of Science in Management, Accounting
Cardinal Stritch University 2007 — 2010
MBA
University of Wisconsin-Milwaukee 2001 — 2006
BBA, Finance
Chase May 2015 - Present
Nordstrom February 2014 - Present
www.TheHauteGlamour.com July 2013 - Present
Nordstrom February 2013 - February 2014
Nordstrom January 2013 - February 2014
Nordstrom May 2012 - November 2012
Nordstrom May 2012 - August 2012
MaxMara January 2012 - April 2012
J.P. Morgan Chase August 2009 - January 2012
Skills
Customer Service, Sales, Fashion, Blogging, Stylists, Fashion Writing, Fashion Buying, Operating Systems, Cash Management, Building Relationships, Makeup Artistry, Inventory Management, Social Media, Hiring, Team Leadership, Luxury Goods, Social Media Marketing, Leadership, Trend, Apparel, Store Management, Trend Forecasting, Merchandising, Retail, Visual Merchandising, Styling, Time Management, Data Entry, Retail Sales, Social Networking, Store Operations, Event Planning, Driving Results, Inventory Control, Recruiting, Management, Employee Training, Training, Team Building
Education
Columbia College Chicago 2011 — 2013
Fashion Business, Fashion Business
Oakton Community College 2008 — 2011
Fashion Business
Universal Billiards February 2014 - Present
J.P. Morgan Chase October 2012 - February 2014
Genghis Grill October 2007 - October 2012
Skills
Cash Handling Experience, Teller Operations, Customer Service, Management
Education
Brookhaven Community College 2007 — 2011
Associate of Science (AS), Science
Newman Smith High School 2003 — 2007
Illinois Action for Children August 2013 - Present
Illinois Action for Children October 2011 - August 2013
J.P. Morgan Chase 2007 - 2009
Education
Columbia College Chicago 2003 — 2006
Bachelor of Arts (B.A.), Journalism
Precise Leads Inc. March 2012 - Present
Medco March 2008 - August 2011
J.P. Morgan Chase July 2005 - January 2008
Skills
Health Insurance, Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Medicare, Leadership, Customer Service, Customer Retention, Customer Satisfaction, Sales Operations, Sales, Coaching, Financial Services, Cold Calling, Interviews, Customer Experience
Education
Columbus State
J.P. Morgan Chase July 2015 - Present
J.P. Morgan Chase June 2011 - Present
Allied Barton September 2008 - July 2010
Hertz Rental Car October 2008 - May 2009
Outback Steak October 1998 - October 2003
US Army July 1995 - September 1998
Skills
Customer Service, Training, Leadership, Team Building, Public Speaking, Inventory Management, Management, Analysis, Security, Technical Writing, Operations Management, Professionalism, Objectivity, Dependability, Emotional Control, Reporting Skills, Judgment, Safety Management
Education
The Evergreen State College 2005 — 2007
BA, Liberal Arts
Clover Park Technical College 2004 — 2005
AAT, Social Services, 3.79
Neville High School 1989 — 1993
High School
USAA March 2012 - Present
USAA May 2010 - March 2012
J.P. Morgan Chase 2001 - 2010
Toyota 1994 - 1998
Skills
Banking, Finance, Portfolio Management, Forecasting, Commercial Banking, Mortgage Lending, Credit Cards, Sales, Consumer Lending, Analysis
Education
Arizona State University 1999 — 2000
MBA, Finance
Greenwood King Properties 2011 - Present
J.P. Morgan Chase June 1990 - January 1993
Skills
Sellers, Relocation, Buyer Representation, New Home Sales, Listings, Single Family Homes, First Time Home Buyers, Condos, Townhomes, Referrals, Relocation Buyers, New Homes, Real Estate, Real Estate Transactions, Residential Homes, Buyers, Negotiation
Education
Baylor University - Hankamer School of Business 1984 — 1988
Bachelor of Business Administration (BBA), Economics and Finance
Belton High School
J.P. Morgan Chase March 2015 - Present
AXA Advisors February 2014 - August 2014
New York Life Insurance Company January 2013 - January 2014
MD Sass July 2006 - January 2012
Neuberger Berman August 1998 - November 2005
Consolidated Brick & Building Supply August 1996 - August 1998
Philips October 1989 - August 1996
Skills
Financial Services, Mutual Funds, Investments, Series 7, Series 63, Equities, Hedge Funds, Finance, Investment Management, Bloomberg, Portfolio Management, Securities, Trading, Wealth Management
Education
Pace University 2000 — 2003
B.B.A, Management
Borough of Manhattan Community College 1996 — 1999
A.A.S., Business
Monsignor Scanlan H.S. 1986 — 1989
Minto Group Inc. December 2014 - Present
Minto Group Inc. July 2011 - November 2014
Stephanie Traversy Performance Consulting June 2008 - July 2010
J.P. Morgan Chase August 2007 - July 2010
Ethan Allen February 1987 - August 2007
Skills
Leadership Development, Talent Management, Coaching, Organizational..., Performance Management, Executive Coaching, Succession Planning, Organizational..., Workshop Facilitation, Needs Analysis, ADDIE, Training Delivery, Employee Engagement, Performance Consulting, Training, Blended Learning, Instructor-led Training, Team Building, 360 Feedback, Change Management, Management, Leadership, Program Management, Staff Development, Instructional Design, Performance Improvement, Organizational Design
Education
Carleton University 1981 — 1985
Bachelor's Degree, Communication, Journalism, and Related Programs, Magna Cum Laude
Darcy McGee 1976 — 1980
Ascent I.C.G., Inc. 1988 - Present
J.P. Morgan Chase 1986 - 1988
Ciba-Geigy Corporation 1986 - 1986
Ciba-Geigy Corporation 1984 - 1986
Ciba-Geigy Corporation 1980 - 1984
Ciba-Geigy Corporation 1979 - 1980
Skills
Selling Skills, Sales Management, Selling, Strategic Planning, Sales, Executive Coaching, Leadership Development, Management Development, Situational Leadership, Coaching, Organizational Learning, Sales Effectiveness, Instructional Design, Organizational..., Team Building, Organizational..., Sales Process, Talent Management, Sales Presentations, Pharmaceutical Sales, Leadership, Sales Operations, Marketing, Management, Change Management
Education
California State Polytechnic University-Pomona 1974 — 1978
Bachelor of Science (BS), Agronomy and Crop Science
Nationwide Financial February 2015 - Present
The Paragon Financial Group September 2012 - February 2015
Huntington Investment Company May 2011 - August 2012
J.P. Morgan Chase September 2009 - May 2011
The Foresters February 2005 - September 2009
Farmers Insurance June 2003 - January 2005
Skills
Statistics, Business Law, Marketing, Finance, Accounting, Information Technology, Microsoft Excel, Microsoft Word, Microsoft Office, Management, Recruiting, Banking, Insurance, Investments, Fixed Annuities, Mutual Funds, Portfolio Management, Commercial Litigation, Asset Allocation, Securities, Strategic Financial..., Analysis, Equities, Financial Risk, Relationship Management, Financial Analysis, Investment Strategies, Credit, Life Insurance, Mergers & Acquisitions, Financial Services, Credit Analysis, Financial Advisory, Alternative Investments, Risk Management, Wealth Management, Series 63, Corporate Finance, Financial Modeling, Investment Advisory, Series 7, Mortgage Lending, Retirement Planning, IRAs, Loans, Retirement, 401k, Asset Management, Options, Capital Markets
Education
Colorado Christian University 2008 — 2009
MBA, Business
Denison University 1999 — 2003
BA, Economics
Madison Apartment Group July 2015 - Present
Potent People December 2010 - May 2015
The Preiss Company February 2015 - March 2015
J.P. Morgan Chase June 2014 - August 2014
Monarch 544 February 2012 - March 2014
JPMorgan Chase June 2013 - August 2013
Skills
Microsoft Office, Customer Service, Social Media, Teamwork, Event Planning, Public Speaking, Event Management, Social Media Marketing, Direct Sales, Team Leadership, Social Promotion, Real Estate
Education
Coastal Carolina University 2010 — 2014
Archmere Academy 2006 — 2010
VEAL Accounting Solutions May 2014 - Present
Accountemps March 2014 - May 2014
Parmadesign September 2012 - January 2014
Texas Christian University July 2013 - August 2013
The Modern Art Museum of Fort Worth October 2012 - October 2012
Texas Christian University July 2012 - July 2012
Texas Christian University January 2011 - April 2012
Dallas Artist Networking Group June 2008 - October 2010
J.P. Morgan Chase June 2009 - February 2010
J.P. Morgan Chase June 2008 - April 2009
Skills
Fine Art, Oil Painting, Acrylic Painting, Performance Art, Sculpture, College Teaching, Studio Art, Art Criticism, Critique, Community Organizing, Managerial Finance, Social Networking, Public Speaking, Budgets, Microsoft Excel, Microsoft Office, Event Planning, Customer Service, PowerPoint, Financial Analysis, Analysis, Leadership, Social Media, Team Building, Accounting, Management, Art, Teaching, Painting, Project Management, Higher Education, Account Management, Community Outreach, Photography, Social Media Marketing, Newsletters, Museums, QuickBooks, Payroll, Training, Editing, Time Management, Creative Writing, Adobe Creative Suite, Drawing, Art Education, Contemporary Art, Visual Arts, Small Business, Finance
Education
Texas Christian University 2010 — 2012
Master of Fine Arts (MFA), Fine/Studio Arts, General
Brookhaven Community College 2006 — 2010
Studio Art Coursework, Fine and Studio Arts
Northeastern University - Graduate School of Business Administration 1996 — 1998
MBA, Business
Stanford University 1988 — 1993
Bachelors, Economics
Minot Senior High School 1984 — 1988
Diploma, General Studies
Deutsche Bank June 2013 - Present
Barclays Capital October 2009 - May 2013
Barclays Capital September 2008 - October 2009
Lehman Brothers July 2006 - September 2008
Lehman Brothers June 2005 - August 2005
J.P. Morgan Chase June 2004 - August 2004
Skills
Trading Systems, Electronic Trading, Equities, SDLC, Business Analysis, Futures, Derivatives, Investment Banking, Low Latency, Equity Derivatives
Education
Carnegie Mellon University 2002 — 2006
BS
J.P. Morgan Chase April 2013 - Present
Wells Fargo June 2007 - April 2013
American Express November 2005 - May 2007
American Express June 2004 - November 2005
Ralph Lauren 2003 - 2003
Skills
Financial Modeling, Business Strategy, Competitive Analysis, Variance Analysis, Analysis, Project Planning, Cash Management, Loans, Internal Controls, Strategy, Sarbanes-Oxley Act, Cross-functional Team..., Private Equity, Management, Executive Management, Analytics
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2004
MBA, Finance & Strategy
Rowan University 1991 — 1995
BS Business Administration, Small Business & Industrial Management
System Sensor October 2014 - Present
System Sensor November 2013 - Present
Ergonomic Evidence January 2007 - Present
CHADD / ADDA 2003 - Present
American Home Health May 2010 - November 2013
Pfeiffer Treatment Center February 2007 - March 2011
Encore Unlimited July 2006 - January 2007
J.P. Morgan Chase January 2005 - July 2006
Broadspire (formerly Kemper National Svcs.) June 2001 - December 2004
Preferred Disability Management May 2000 - June 2001
Skills
Workers Compensation, Nursing, Injury, Case Managment, Mental Health, Healthcare, Stress Management, Interventions, Treatment, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Home Care, Orthopedic, Medicine, Occupational Health, Health Education, Case Management, Nursing Education, Cpr Certified, Medical/Surgical, Disease Management, EMR, HIPAA, Workers' Compensation..., Program Development, Patient Safety, Quality Improvement, Behavioral Health, Psychology, Wound Care, Prevention, Disability Management, Stress, Pediatrics, Inpatient, Healthcare Industry, Medical Terminology, Patient Outcomes, BLS, Ergonomics, Training, Wellness, Rehabilitation, Clinics, Health Promotion, CPR Certified, Orthopedics
Education
College of DuPage
AAS, Nursing
Elmhurst College
BS, BS, Business Administration, Economics
JPMorgan Chase January 2008 - Present
JPMorganChase 2008 - Present
JPMorgan Chase 2007 - Present
CCN, inc. 2007 - Present
JP Morgan 2007 - Present
JP Morgan Asset Management 2005 - Present
JP Morgan Chase February 2006 - December 2007
J.P. Morgan Chase January 2000 - July 2005
Education
City University of New York 1975 — 1980
City University of New York 1970 — 1974
General Studies
Trans-Formations, LLC December 2007 - Present
Mile Hi Church 2006 - 2010
Accenture July 1996 - December 2007
AXA 1999 - 2001
AXA 1999 - 2001
J.P. Morgan Chase 1984 - 1996
JP Morgan 1984 - 1996
Skills
Management Consulting, Leadership Development, Strategic Planning, Change Management, Program Management, Coaching, Business Process..., Project Management, Workshop Facilitation, Team Building, Leadership, Process Improvement, Community Outreach, Management, Teaching, Nonprofits, PMO, Business Analysis, Consulting, Customer Service, Business Process, SDLC, Public Speaking, IT Strategy, Business Development, Conflict Resolution, Strategy, Training, Vendor Management, Project Planning, Cross-functional Team..., Team Leadership, Organizational..., Entrepreneurship, Integration, Project Portfolio..., Governance, IT Management, Business Intelligence, Business Strategy
Education
Holmes Institute 2006 — 2010
M.S, Transformative Leadership
City University of New York City College 1990 — 1992
Master of Science (MS), Management Information Systems, General
Daytona State College 1981 — 1982
A.S., Computer Science
Florida Agricultural and Mechanical University 1974 — 1978
BS, Management
Merrill Edge June 2014 - Present
J.P. Morgan Chase October 2012 - February 2014
Chase Investment Services Corp February 2011 - November 2012
Chase Investment Services Corp. February 2010 - February 2011
AXA Advisors March 2008 - February 2010
Skills
401k, Investments, Financial Planning, Securities, Equities, Series 7, Insurance, Series 66, Retirement Planning, Annuities, Mutual Funds, IRA's, Retirement, Financial Analysis, Long Term Care, Retirement Income..., Wealth Accumulation, Asset Allocation, Wealth Management, Finance, Fixed Annuities, IRAs
Education
California Lutheran University 2002 — 2004
Business Management, Business Administration
BASF IT Services August 2013 - Present
Wells Fargo February 2013 - August 2013
J.P. Morgan Chase December 2012 - January 2013
Accurate Insurance Service October 2012 - November 2012
United Bank of Switzerland (UBS) August 2012 - August 2012
Raeside Family July 2012 - July 2012
Potanovic May 2012 - May 2012
Potanovic Family February 2012 - February 2012
World Wide Dreams LLC May 2008 - June 2011
World Wide Dreams LLC August 2007 - May 2008
Skills
System Administration, XP, Technical Support, Printers, Servers, Windows Server, System Deployment, Microsoft Office, Desktop Computers, Help Desk Support, Windows 7, Computer Hardware, OS X, Hardware, Active Directory, Troubleshooting, Software Installation, IP, VMware, Network Administration, Networking, Windows XP, Laptops, Windows
Education
Borough of Manhattan Community College 1979 — 1986
Great-West Financial August 2014 - Present
J.P. Morgan Chase 2012 - Present
J.P. Morgan Chase 2010 - 2012
J.P. Morgan Chase January 2008 - January 2010
J.P. Morgan Retirement Plan Services 2003 - 2008
American Century Investments 1993 - 2003
Yellow Freight 1990 - 1993
Skills
Vendor Management, Project Management, PMO, Business Analysis, Financial Services, Agile Methodologies, Risk Management, PMP, SDLC
Education
Baker University 2002 — 2004
MBA, Business/Finance
Truman State University 1985 — 1989
Computer Science / Accounting
Eastman Kodak April 2014 - Present
Business Consultant September 2011 - March 2014
Travelport LLC 2008 - 2011
TPG Capital (formerly Texas Pacific Group) 2000 - 2007
Ivan Taranov Breweries 2003 - 2005
J.P. Morgan Chase 1997 - 2000
Skills
Corporate Development, Private Equity, Mergers, Mergers & Acquisitions, Business Strategy, Entrepreneurship, Strategic Partnerships, Venture Capital, Investments, Strategy, Start-ups, Due Diligence, Financial Services, Financial Modeling
Education
Columbia University - School of International and Public Affairs
M.A. International Relations, Concentration in International Finance and Business
University of California, Santa Cruz
B.A., with Honors, History
J.P. Morgan Chase April 2015 - Present
JPMorgan Chase October 2005 - Present
The Brooklyn Hospital Center-Cornell Weill University September 1999 - September 2005
Trane October 1994 - October 1999
Modell's Sporting Goods May 1997 - June 1998
Skills
Spanish, Internet Explorer, Lotus Notes, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Concur, Nutritional Counseling, Personal Training, Project Management, Budgets, Training
Education
City University of New York
Nomura August 2015 - Present
J.P. Morgan March 2014 - Present
J.P. Morgan August 2012 - March 2014
J.P. Morgan Chase June 2011 - December 2011
Zicklin School Of Business February 2011 - June 2011
SICCA at the Zicklin School Of Business January 2011 - January 2011
Zicklin School Of Business October 2010 - December 2010
Richfeel Health Pvt. Ltd. May 2009 - July 2010
Sailee Developers September 2008 - May 2009
J.P. Morgan Securities September 2005 - September 2008
Skills
Equity Valuation, Advanced Microsoft Excel, Financial Modeling and..., Bloomberg, Factset, Factiva, Pricing Strategy, Analysis, Microsoft Excel, Business Strategy, Regulatory Reform, Financial Risk..., Financial Modeling, Fixed Income, Financial Analysis, Risk Management, Derivatives, Strategic Financial..., Equities, Capital Markets, Forecasting, Portfolio Management, Business Analysis, Investment Banking, Finance, Strategy, Equity Research, Data Analysis, Corporate Finance, Valuation, Banking, Emerging Markets, Financial Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, GPA: 3.7
D.J Sanghvi College Of Engineering 2001 — 2005
Bachelor's Degree, Electronics And Telecommunications Engineering, GPA: 3.7
Citibank May 2006 - Present
J.P. Morgan Chase July 1980 - April 2006
Skills
Risk Management
Education
Columbia College Chicago 1986 — 1990
Bachelor of Arts (BA), Marketing/Marketing Management, General
JPMorgan Chase July 1990 - Present
JPMorgan July 1990 - Present
Chase Manhattan 1990 - Present
JPMorgan Chase Bank 1990 - Present
J.P. Morgan Chase 1990 - Present
JP Morgan Chase 1990 - Present
JP Morgan 1990 - Present
The Chase Manhattan Bank 1987 - Present
JPMorgan Asset Management 2000 - 2006
JPMorgan Invest February 2000 - December 2005
Skills
Management, Fixed Income, Financial Services, Risk Management, Equities, Capital Markets, Banking, Investment Banking, Hedge Funds, Portfolio Management, Collateral management, Repo, Financial Management..., Regulatory Affairs, Securities Regulation
Education
New York University 1988 — 1990
MBA, International Business and Marketing
Binghamton University 1983 — 1987
Bachelor of Science (B.S.), Finance and Financial Management Services
Bank of Labor January 2013 - Present
Baker University January 2011 - Present
J.P. Morgan Chase January 2012 - January 2013
Capitol Federal Savings Bank April 2007 - January 2012
State of Kansas 2004 - 2007
Epiq Systems 2004 - 2004
Sprint PCS 2002 - 2004
Commerce Bank 2000 - 2001
Westar Energy 1999 - 2000
United States Navy October 1989 - December 1993
Skills
Cyber Security, Social Engineering, Lecturing, Staff Training, Vulnerability Assessment, Security, Information Security, Risk Management, Information Security..., Risk Assessment, Vendor Management, Third Party Vendor..., Unix, System Administration, Information Technology, Business Continuity, Incident Response, Computer Forensics, Security Awareness, Computer Security, CISM, Program Management, Disaster Recovery, Security Audits, Vulnerability Management, Business Continuity..., CISSP
Education
Baker University 2006 — 2008
MBA, Business Administration, 4.0
Park University 1997 — 2000
BS, Computer Based Information Systems, 3.76 (Magna Cum Laude)
Fort Osage High School 1984 — 1988
HSBC February 2014 - Present
Newmark Grubb Knight Frank March 2012 - February 2014
Grubb & Ellis September 2010 - March 2012
US Bank September 2007 - April 2010
La Salle Bank March 2006 - August 2007
J.P. Morgan Chase November 1984 - January 2006
Skills
Loans, Management, Investment Properties, Real Estate Economics, Leases, Disposition, Real Estate Development, Commercial Real Estate, Real Estate, Valuation, Portfolio Management, Real Estate Transactions, Asset Management, Brokerage, Investments, Real Estate Financing, Due Diligence
Education
Columbia University - Columbia Business School
MBA, Finance
University of California, Los Angeles
Bachelor of Arts (B.A.), Political Science
Ameriprise Financial - Columbia Management August 2010 - Present
The Bank of New York Mellon Asset Management 2007 - September 2010
Bloomberg, L.P. 2003 - 2004
J.P. Morgan Chase 1999 - 2003
Skills
Employment Law, Employee Relations
Education
Northeastern University School of Law 2004 — 2007
J.D., Law
Boston College 1995 — 1999
BA, Psychology
J.P. Morgan Chase February 2013 - Present
TXVIA 2010 - 2011
New York Law School 2008 - 2010
Citi 2000 - 2008
Skills
Project Management, Problem Solving, Project Planning, Microsoft Office, IT Management, IT Project & Program..., SDLC, Waterfall, Business Analysis, Program Development, Programming, Web Design, WBS, Schedule Control, Scope Planning, Project Charter, Project Resourcing, Project Status Reporting, Requirements Analysis, Testing, Compliance, Software Development, Strategy, Enterprise Architecture, Business Process, Software Project...
Education
Colorado Technical University 2005 — 2007
Master of Business Management, Project Management
SUNY Empire State College 2000 — 2003
Bachelor of Applied Science (B.A.Sc.), Business Management and Economics
Laguardia Community College 1995 — 1999
Associate of Arts and Sciences (A.A.S.), Computer programming and Systems
Colorado Technical University
Master's degree
JPMorgan Asset Management February 2011 - Present
J.P. Morgan Chase 2003 - Present
Bank Leumi January 2000 - January 2003
The GMS Group December 1993 - January 2000
painewebber 1989 - 1993
Skills
FINRA, Series 24, Securities, Series 7, Series 63, Alternative Investments, Mutual Funds, Hedge Funds, Investment Advisory, Risk Management, Financial Services, AML, Investments
Education
Bucknell University 1984 — 1988
Bachelor of Arts (B.A.), Political Science and Government
Pt. Pleasant Boro High School 1983 — 1984
St Rose High School 1981 — 1983
J.P. MORGAN CHASE February 2013 - Present
Wells Fargo Bank April 2010 - January 2013
Wells Fargo Bank-California Business Banking November 2005 - April 2010
Skills
Credit, Loans, Small Business Lending, Banking, Commercial Banking, Portfolio Management, Mortgage Lending, Credit Analysis, Underwriting, Lines Of Credit, Loan Origination, Treasury Management, Commercial Mortgages, Cross Selling, Commercial Lending, Relationship Management, Financial Analysis, Retail Banking, Credit Risk, Cash Management, Risk Management, Finance
Education
California State University-Hayward 1996 — 1999
BACHELOR OF SCIENCE, BUSINESS ADMINISTRATION
Vertex Inc. September 2011 - Present
UBS AG March 2007 - July 2011
UBS AG March 2005 - March 2007
J.P. Morgan Chase April 2003 - March 2005
Kiodex/Sungard Financial Systems January 2001 - January 2003
Timecruiser Computing Corp January 2000 - January 2001
Skills
C#, Java, Oracle, Spring, Java Enterprise Edition, XML
Education
City University of New York City College 1999 — 2001
M.S., Computer Science
City University of New York 1996 — 1999
Master of Science, Biological Sciences
Nanjing University, Peoples' Republic of China 1989 — 1993
Bachelor of Science, Biochemistry
Pro Equine Group, Inc. 2011 - Present
First Midwest Bank March 2006 - April 2009
North Shore Community Bank September 2004 - September 2005
CRL Industries, Inc. April 2002 - September 2004
J.P. Morgan Chase July 2000 - December 2001
Ferrellgas August 1996 - September 1998
United States Marine Corps June 1992 - April 1996
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Finance and Strategy
Boston College 1987 — 1991
BA, English and Philosophy
Wells Fargo May 2008 - Present
Scottsdale Insurance Company September 2007 - May 2008
J.P. Morgan Chase August 2005 - September 2007
CACI September 2004 - August 2005
University of Phoenix May 2004 - August 2004
Discoverture Solutions October 2003 - May 2004
Avnet Electronics Marketing May 2000 - October 2003
Janex International, Inc May 1999 - May 2000
Micron Technology, Inc June 1995 - May 1999
Skills
Hibernate, Struts, JBoss Application Server, Oracle, Agile Methodologies, Web Services, AJAX, Ant, Eclipse, Java, Java Enterprise Edition, JavaScript, Maven
Education
University of Phoenix 1999 — 2001
BS, Information Systems
Boise State University 1997 — 1999
Management Information Systems
Ipreo 2014 - Present
Thomson Reuters 2011 - 2012
J.P. Morgan Chase 2009 - 2011
Oppenheimer & Co. 2007 - 2009
Skills
* Excellent analytical..., * Excellent problem..., * Detail-oriented,..., * Skilled in partnering..., * Languages: Native..., * Software: Thomson...
Education
City University of New York-Hunter College 2002 — 2006
KG Financial Capital September 2006 - Present
Ocwen Loan Servicing, LLC May 2003 - September 2006
Ocwen Financial Solutions 2003 - 2006
Delta Funding Corporation April 1999 - April 2003
Fitch IBCA, Inc. March 1998 - April 1999
J.P. Morgan Chase April 1997 - March 1998
Thacher Proffitt & Wood March 1996 - March 1997
Education
LIU Brooklyn 1997 — 1998
MBA, Finance
Boston University 1993 — 1995
Master, Administration-City Planning
Boston University 1990 — 1993
Bachelor, Liberal Arts
PennyMac Loan Services, LLC 2014 - Present
Privlo 2014 - 2014
Bank of America April 2012 - April 2013
Pinnacle Capital Mortgage 2010 - 2011
J.P. Morgan Chase 1999 - 2008
Countrywide Home Loans 1998 - 1999
Countrywide Home Loans January 1996 - January 1998
Countrywide Home Loans May 1992 - January 1996
Skills
Mortgage Banking, Loan Origination, Banking, FHA, Mortgage Lending, Loans, Residential Mortgages, Sales, Credit Analysis, Loss Mitigation, Mortgage Underwriting, Strategic Planning, Team Building, Microsoft Word, Account Management, Microsoft Office, Credit Risk, Leadership, Loan Servicing, Refinance, Underwriting, Credit, Home Equity Lines of..., Commercial Lending, VA loans, Risk Management, Risk Assessment, Quality Assurance, Sales Motivation, Compliance, loss, Sales Management, strategic, Strategy, VA Loans
Education
Central Michigan University 1984 — 1988
Bachelor of Science (B.S.), Political Science / Public Administration
RealFoundations 2013 - Present
J.P. Morgan Chase 2005 - 2013
Morgan Stanley 2004 - 2005
Prudential Securities 1999 - 2004
BNY Mellon 1997 - 1999
Fresco Decorative Painting 1995 - 1997
YWCA Hartford Region 1994 - 1995
Skills
Private Equity, Product Development, Change Management, Financial Services, Business Analysis, Portfolio Management, Real Estate, Strategic Planning, Business Innovation, Business Analytics, Program Planning,..., Business Process..., Internal Controls, Software Design, Coaching, Analysis, Business Development, Project Management
Education
Connecticut College 1991 — 1993
BA, Liberal Arts
The Climate Group November 2009 - Present
J.P. Morgan Chase March 2004 - December 2008
J.P. Morgan Chase 1997 - 2004
J.P. Morgan Chase 1990 - 1997
Skills
Environmental Policy, Sustainability, Energy, Sustainable Development, Renewable Energy, Climate Change, Program Management, Corporate Social..., Environmental Awareness, Sustainable Business
Education
Brown University
Bachelor's Degree, Mathematics
J.P. Morgan Chase August 2015 - Present
JPMorgan Chase January 2012 - August 2015
Navistar June 2006 - December 2011
Skills
Analysis, Budgets, Business Process..., Change Management, Credit, Credit Analysis, Customer Service, Finance, Financial Analysis, Forecasting, Leadership, Management, Microsoft Excel, Microsoft Office, Operations Management, PeopleSoft, Process Improvement, Program Management, Project Management, Risk Management, Supervisory Skills, Team Building, Team Leadership
Education
Cleary University 1999 — 2001
Bachelors, Business Management
J.P. Morgan August 2013 - Present
J.P. Morgan Asset Management August 2010 - July 2013
J.P. Morgan Chase April 2010 - July 2010
Aardvark Trading June 2008 - August 2008
Public Financial Management June 2007 - August 2007
Skills
Series 7, Series 63, Private Banking, Bloomberg, Asset Managment, Asset Management, Wealth Management, Portfolio Management, Factset, Morningstar, VBA, R, Hedge Funds, Commodity Markets, Argus Modeling, Equities, Investment Management, Fixed Income, Quantitative Analytics, Fund Of Funds, ETFs, Investment Strategies, Investments, Mutual Funds
Education
Carnegie Mellon University 2005 — 2009
Bachelor of Science (B.S.), Economics, Statistcs
Stuyvesant High School 2001 — 2005
Revere Securities Corp. May 2015 - Present
Major Regional Commercial Bank February 2012 - Present
J.P. Morgan Chase May 2010 - July 2011
WJB Capital Group May 2006 - April 2009
Morgan Keegan & CO. January 1999 - February 2006
Cantor Fitzgerald November 1996 - December 1999
Prebon Tamanne September 1994 - September 1996
Debeausse 1985 - 1994
Debeausse and Co. 1985 - 1994
American Stock Exchange 1979 - 1985
Skills
Series 7, Equities, Securities, Series 63, Trading, Customer Relations, Options, Stocks, Capital Markets, Retail, FX, Institutional, Banking, FX Options, Hedge Funds, Customer Service, Investments, Financial Services, Equity Trading, Portfolio Management, Bloomberg, Electronic Trading, Trading Systems
Education
City University of New York City College
B.A., Communications
USAA October 2011 - Present
BBVA Compass Bank August 2007 - September 2011
J.P. Morgan Chase February 2006 - August 2007
J.P.Morgan Chase January 2005 - February 2006
Charles Schwab & Company, Inc January 1991 - January 2004
Charles Schwab & Co., Inc January 2000 - January 2003
Charles Schwab & Co., Inc January 1999 - January 2000
Charles Schwab & Co., Inc January 1998 - January 1999
Charles Schwab & Co., Inc January 1994 - January 1998
Charles Schwab & Co., Inc January 1991 - January 1994
Skills
Investments, Banking
Education
Brandeis University
University of Missouri
J.P. Morgan Chase November 2009 - Present
Princeton Information February 2007 - October 2009
Publix April 2006 - January 2007
JPMorgan Chase November 1989 - June 2005
Skills
Management, Training, Business Analysis, Banking, Process Improvement, Analysis, SDLC, Risk Management, Team Building, Program Management, Customer Service, Change Management, Vendor Management, Project Management, Visio, Microsoft Office
Education
New York University 1994 — 1995
Diploma, Training
City University of New York-Hunter College 1986 — 1991
BA, Media Communications, Special Honors Program
Vitek Mortgage Group December 2008 - Present
J.P. Morgan Chase January 1992 - December 2008
Skills
Government Loans, Loans, Real Estate, First Time Home Buyers, Short Sales, Nonprofits, REO
Education
California State University-Sacramento 1967 — 1971
B.S. Dregree, Business Administration
Collabera May 2013 - Present
Deutsche Bank April 2004 - November 2008
Lehman Brothers June 2001 - April 2004
J.P. Morgan Chase September 1999 - June 2001
Skills
Equities, Investment Banking, Capital Markets, Bloomberg, Equity Derivatives, Corporate Finance, Financial Modeling, Risk Management, Financial Reporting, Financial Analysis, Analysis, Account Reconciliation
Education
Baruch College 1996 — 1999
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan Chase September 2013 - Present
Aerotek July 2013 - September 2013
Huntington National Bank July 2012 - May 2013
Huntington National Bank August 2008 - July 2012
Huntington National Bank June 2001 - August 2008
Skills
Compliance, BSA, AML, Problem Solving, USA PATRIOT Act, Banking, OFAC, CAMS, Bank Secrecy Act, Certified Anti-Money..., Internal Audit, Regulations, Loans, Fraud, Due Diligence, Financial Regulation, Financial Risk, KYC, Mortgage Lending, Operational Risk, Operational Risk..., Retail Banking, Risk Assessment, Risk Management, Sanction, Anti Money Laundering, Credit
Education
Capital University Law School 2007 — 2012
Juris Doctor, Law
The Ohio State University Fisher College of Business 2000 — 2005
Bachelor, Business Administration
Buckeye Valley
Buckeye Valley
Comerica Bank May 2013 - Present
J.P. Morgan Chase January 2011 - May 2013
Wells Fargo 1998 - 2010
Horizon Bank & Trust 1997 - 2002
Skills
Banking, Management, Credit, Loans, Mortgage Lending, Mortgage Banking, Team Building, Refinance, Business Development, Loan Origination, CRM, Consumer Lending, Financial Services, Commercial Banking, Credit Analysis, FHA, Leadership, Portfolio Management, Residential Mortgages, Small Business Lending
Education
Austin Community College 1996 — 1997
Finance and Financial Management Services
The University of Texas at El Paso 1989 — 1990
Banking and Financial Support Services
J.P. Morgan Chase May 2012 - Present
Denn-Ohio 2010 - 2012
Education
Ashland University 2000 — 2005
Bachelor's degree, Graphic Design
AT&T January 2014 - Present
AT&T October 2013 - December 2013
AT&T April 2013 - October 2013
J.P. Morgan Chase August 2012 - December 2012
Target July 2012 - December 2012
Girl Scouts Central Illinois September 2011 - July 2012
Community Foundation of Central Illinois/ Women's Fund September 2011 - December 2011
Alpha Kappa Alpha Sorority Inc June 2011 - June 2011
Ordained Taxes and Tutoring December 2008 - January 2009
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Social Media Marketing, Facebook, Customer Service, Marketing, Sales, Public Speaking, Outlook, Data Entry, Leadership, Press Releases, Social Networking, Event Planning, Program Management, New Business Development, Sales Operations
Education
Bradley University 2008 — 2012
Bachelor of Science (B.S.), Marketing and Psychology, 3.71, Magna Cum Laude
United States Postal Service May 2013 - December 2013
Promontory Financial Group (Solomon Edwards Group) December 2012 - January 2013
J.P. Morgan Chase November 2011 - December 2012
The Metropolitan Museum of Art 2003 - 2011
The Metropolitan Museum of Art 2003 - 2011
Skills
Outlook, Data Entry, Customer Service, Management, Software Documentation, Microsoft Excel, Banking, Risk Management, Research, Process Improvement, Access, Analysis, Leadership, PowerPoint, Training, Data Analysis, Team Building, Teamwork, Time Management, Human Resources, Microsoft Word, Microsoft Office
Education
John Jay College of Criminal Justice 2005 — 2007
Bachelor of Arts (B.A.), Criminology
Paul Robeson High School
REW Consulting July 2014 - Present
JPMorgan Chase 2011 - July 2014
J.P. Morgan Chase 2005 - 2011
JPMorgan Chase & Co. 2000 - 2005
Investor Bank & Trust Company 1989 - 2000
Skills
Hedge Funds, Mutual Funds, Portfolio Management, Equities, Securities, Management, Product Management, Process Improvement, Leadership, Fixed Income, Asset Managment, Derivatives, Financial Services, Risk Management, Fund Administration, Alternative Investments, Fund Accounting, Banking, Due Diligence, Business Analysis, Relationship Management, Project Management, Investments, Global Custody, Vendor Management, Asset Management
Education
Suffolk University - Sawyer Business School 1986 — 1989
MBA, Finance
Boston University Questrom School of Business 1981 — 1985
Bachelors, Finance
JPMorgan Chase February 2014 - Present
JPMorgan Chase May 2012 - January 2014
J.P. Morgan Chase June 2010 - April 2012
J.P. Morgan Chase January 2007 - September 2010
LandSel Title Agency, Inc. February 2005 - December 2006
Ohio Air National Guard August 1999 - July 2005
Skills
Commercial Banking, Cash Management, Credit, Risk Management, Customer Service, Sales, Finance, Integrity, Loans
Education
Ohio University 2000 — 2004
Bachelor of Arts, Communications
Community College of the Air Force 1999 — 2004
Associate Degree, Human Resource Management
tammah January 2015 - Present
Crowdy June 2013 - June 2015
J.P. Morgan Chase November 2011 - October 2013
J.P. Morgan Chase July 2008 - November 2011
Skills
Portfolio Management, Asset Management, Asset Allocation, Financial Services, Banking, Loans, Bloomberg, Equities, Valuation, Financial Modeling, Capital Markets, Fixed Income, Hedge Funds, Investments, Private Equity, Financial Analysis, Alternative Investments, Investment Management, Structured Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
BBA, Finance, Law
City University of New York City College
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. November 2013 - Present
JPMorgan Chase April 2006 - October 2013
J.P. Morgan Chase 2002 - 2004
J.P. Morgan Chase 1989 - 2002
Skills
Conference Coordination, Event Management, Coordinating Events, Project Management, Vendor Contracts, Contract Negotiation
Education
The College of Westchester 2008 — 2010
Associates in Applied Science, Business Administration and Management Marketing, Cum Laude
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
J.P. Morgan Chase April 2012 - March 2013
The Exchange April 2011 - April 2012
US Military September 1985 - March 2011
Skills
Military, Security Clearance, Military Experience, DoD, Human Resources, Customer Service, Office Administration, Data Entry
Education
University of Phoenix 2013 — 2015
Health/Health Care Administration/Management, 3.15
Palo Alto College 1997 — 2010
Associate of Arts (AA), History
Community College of the Air Force
Associate’s Degree, Human Resources Management/Personnel Administration, General
Pan-African Community Development Initiative December 2013 - Present
Pan-African Federal Credit Union (Proposed) 2010 - Present
J.P. Morgan Chase 2011 - 2012
Sokolski and Zekaria, Esq 2008 - 2009
Law Office of Eugenie Moody, Esq. 2003 - 2004
Skills
Research, Social Media, Policy Analysis, Analysis, Writing, Organizing, Planning, Critical Thinking, Social Justice, Development Economics, Implementing, Marketing Strategy, Business Development, Management, Strategic Financial..., Microsoft Excel, Data Entry, Microsoft Word, Courts, PowerPoint, Nonprofits, Fundraising, Project Planning, Interviews, Training, Teaching, Editing, Community Development, Policy, Volunteer Management, Community Outreach, Grants, Public Policy, Philanthropy, Leadership Development, Leadership, Program Development, Government, Grant Writing, Non-profit..., Workshop Facilitation, Economic Development, Program Evaluation, Organizational..., Politics, International..., Qualitative Research, Staff Development, Program Management
Education
School for International Training 2010 — 2012
Master of Arts (M.A.), Sustainable Development
Columbia University in the City of New York 2006 — 2007
Continuing Education, Post-Baccalaureat Program
Bard College at Simon's Rock 2000 — 2005
Bachelor of Arts (B.A.), Politics, Law and Society
J.P. Morgan Chase January 2011 - Present
First Command Financial Services January 2010 - May 2010
Skills
Microsoft Excel, Business Analysis, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Access, Customer Service, Finance, Banking, Process Improvement, Accounting
Education
Cedarville University 2007 — 2010
Bachelor's degree, Finance, General
J.P. Morgan Chase October 2011 - Present
Skills
Financial Modeling, Bloomberg, Corporate Finance, Valuation, Data Analysis, Finance, Microsoft Excel, Accounting, Economics, PowerPoint, Analysis, Access, Research, Financial Analysis
Education
St. Francis College 2014 — 2016
Master's degree, Master's Degree in Professional Accounting, 4.0
Baruch College, City University of New York (CUNY) 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Investments, 3.5
J.P. Morgan Chase Vice PresidentJPMorgan Chase1982 - Present
Skills
Credit, Banking, SDLC, Investment Banking, Requirements Gathering, Business Analysis, Derivatives, Business Requirements, Fixed Income, Risk Management, Retail Banking, Financial Services, Relationship Management, Financial Risk, Equities, AML, Securities, Treasury Management, Operational Risk, FX Options, Mutual Funds, Back Office, Capital Markets, Commercial Banking, Bonds, Series 63, Credit Risk
Education
Assumption College 1980 — 1982
MA in Counseling Psyhology, Psychology
Worcester State University
BS in Secondary Education, History
Board of Elections in the City of New York October 2014 - November 2014
NRG Energy Incorporated May 2014 - October 2014
Fort Lee Board of Education December 2011 - June 2013
UBS Investment Bank September 2008 - March 2011
Bank of America March 2004 - September 2008
Guidant Corporation February 2003 - January 2004
J.P. Morgan Chase December 1998 - November 2002
Goldman Sachs November 2000 - April 2002
Skills
MS Project, Visio, SharePoint, Access, SQL, PowerPoint, Excel, MS Office Suite, Large Scale Change..., SAP, SAP HR, Hyperion, ADP E-Time, ADP Payroll, JIRA, Sybase, Oracle, Siebel, FrontPage, Crystal Reports, XML, Java, Perl, Business Analysis, Strategy, Microsoft Excel, Microsoft Office, Project Management, SDLC
Education
Syracuse University School of Information Studies
Certificate, Applied Education Project Management - Fall 2014
New York Institute of Finance
State University of New York at Buffalo
BA, Communications
Central Michigan University
Master's Degree, 15 of 36 credits earned MSA, HR Administration
JPMorgan Securities March 2014 - December 2014
JPMorgan Chase May 2011 - March 2014
J.P. Morgan Chase November 1993 - May 2011
Skills
Risk Management, Hedge Funds, Series 7, Fixed Income, Equities, Securities, Derivatives, Trading, Trading Systems, Capital Markets, Investment Banking, Prime Brokerage, Asset Managment, Portfolio Management, Middle Office, Asset Management, Options, Bloomberg, Back Office, Settlement, Corporate Actions, Electronic Trading, FX Options, AML, Proprietary Trading, Swaps, Series 63, Anti Money Laundering, Equity Derivatives
Education
Hunter College 1981 — 1984
CUNY BA, Mass Communications Major /Political Science Minor
Northern Trust Investment, Inc August 2012 - Present
JPMorgan Chase September 2011 - August 2012
J.P. Morgan Chase September 2011 - August 2012
Education
Baruch College 1995 — 2002
Bachler of Business Administration, Marketing Research
Mount Sinai Medical Center August 2004 - Present
J.P. Morgan Chase February 1998 - June 2003
US Attorney office, SDNY January 1991 - December 1996
Skills
EMR, Hospitals, Microsoft Office, Nursing, PowerPoint, Strategic Planning, CPR Certified, Healthcare, Leadership, Microsoft Excel, Team Building
Education
Pace University 2003 — 2004
BSN
Pace University 1999 — 2003
Master of Science (MS), Computer and Information Sciences and Support Services
Baruch College 1993 — 1996
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan Chase March 2010 - Present
Education
Mt. Hood Community College 2010 — 2012
associate degree in nursing
Clackamas Community College 2008 — 2010
the center for family support February 2010 - Present
The Center for Family Support February 2010 - Present
J.P. Morgan August 2007 - May 2009
J.P. Morgan Chase August 2007 - May 2009
RadioShack March 2006 - January 2007
RadioShack March 2006 - January 2007
Development Center September 2003 - January 2004
Skills
Customer Service, Clerical Work, Bilingual, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
City University of New York-Herbert H. Lehman College 2011 — 2012
Bachelor of Arts (B.A.), Economics, Graduated
Buffalo State College 2003 — 2005
Buffalo State College
Lehman College
B.A, Financial Economics
Lehman College
Children's Home of Poughkeepsie June 2014 - Present
Lincoln Hall March 2013 - Present
Citibank (Banamex USA) August 2012 - March 2013
JPMorgan Chase February 2012 - August 2012
J.P. Morgan Chase February 2012 - August 2012
Starbucks November 2011 - May 2012
Starbucks Coffee Co November 2011 - May 2012
GameStop May 2011 - November 2011
Hostos Community College/CUNY October 2010 - May 2011
Skills
Customer Service, Deposits, Microsoft Excel, Sales, Customer Satisfaction, Retail, Inventory Management, Outlook, Time Management, Cash Management, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Leadership, Retail Banking, Team Leadership, Team Building, Cash Handling Experience, Management, Customer Experience, Coaching, Spreadsheets
Education
City University of New York-Herbert H. Lehman College 2014 — 2016
Bachelor's Degree, Accounting and Finance
CUNY Hostos Community College 2009 — 2014
Associate's Degree, Business, Management, Marketing, and Related Support Services, 2.85
J.P. Morgan Chase October 2013 - Present
Education
California State University-Long Beach
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
J.P. Morgan Chase October 2014 - Present
J.P Morgan Chase May 2012 - Present
Skechers August 2010 - May 2012
Modell's Sporting Goods December 2007 - August 2010
Skills
Banking, Loans, Cash Management, Retail Banking, Deposits, Mortgage Banking, Customer Service, Commercial Banking, Microsoft Excel, Sales, Merchandising, Time Management, Data Entry, Retail, Teamwork, Teller Operations, Bank Secrecy Act, Policy, Retail Sales, PowerPoint, Outlook, Microsoft Office, Loss Prevention, Finance
Education
John Jay College of Criminal Justice 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Criminal Justice
J.P. Morgan Chase November 2014 - Present
Turkey Hill Minit Markets March 2013 - November 2014
AT&T October 1995 - August 2012
Skills
Digital Photography, Telecommunications, Troubleshooting, Networking, Team Leadership, Customer Service, Customer Satisfaction, Computer Hardware, Windows, Management, Windows 7, Software Installation, Wireless, Microsoft Office, Network Administration, Inventory Management, Call Centers, Team Building
Education
Columbus State Community College
Computer Science
Connexions Loyalty November 2007 - Present
J.P. Morgan Chase January 2006 - April 2007
Education
Cleveland State University 2002 — 2005
Bachelor of Arts (BA), Psychology