JP Morgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
JP Morgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JP Morgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
JP Morgan Chase Salaries. You can even request information on how much does JP Morgan Chase pay if you want to. Learn about salaries, pros and cons of working for JP Morgan Chase directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
12,999 JP Morgan Chase employees in database. Find out everything there's to know about JP Morgan Chase employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JP Morgan Chase Employees
Nationstar Mortgage November 2014 - Present
J.P. Morgan Chase July 2013 - August 2014
GMAC Mortgage March 2012 - May 2013
Santander Consumer USA Inc. May 2010 - July 2011
AmeriCredit Financial Services November 2006 - May 2009
Skills
Microsoft Office, Leadership, Finance, Risk Management, Financial Services, Business Analysis, Financial Analysis, Access, Analysis, Customer Service, Microsoft Word, Time Management, Strategic Planning, Management, Social Networking, PowerPoint
Education
The University of Texas at Arlington 2008 — 2012
Bachelor of Science (B.S.), Kinesiology and Exercise Science
JP Morgan Chase October 2014 - Present
Nationwide Childrens Hospital February 2014 - February 2015
J.P. Morgan Chase August 2010 - February 2014
Skills
Mortgage Banking, Loan Origination, Refinance, Banking, Strong Computer Skills, Highly detail oriented, Cross-functional Team..., Self-motivated Team..., Building Relationships, Research /Analytical..., Accountable/Autonomous, Mortgage Lending, Problem Resolution, Customer-focused Service, High Organizational..., Outstanding time..., Multi Tasking, Quality Assurance Review, Oral & Written..., Loans, Decision Making Skills, Business Analysis
Education
Strayer University 2014 — 2016
Master of Business Administration (M.B.A.), Management Information Systems and Services
Strayer University 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Decision Toolbox April 2014 - Present
HCR ManorCare April 2013 - March 2014
The RightThing an ADP company February 2010 - March 2013
J.P. Morgan Chase February 2009 - February 2010
Hancock County Job and Family Services June 2006 - July 2008
Menards 2004 - 2006
Skills
Applicant Tracking..., Cold Calling, Internet Recruiting, Sourcing, Talent Acquisition, Screening Resumes, Recruiting, Resume, RPO, College Recruiting, Human Resources, Screening, Staffing Services, Temporary Placement, Technical Recruiting, Contract Recruitment, Talent Management, Executive Search, Onboarding, Leadership, Interviews, Recruitment Advertising, Benefits Negotiation, Temporary Staffing, Outsourcing, Hiring, Management, CRM, Healthcare, Taleo, Networking, Building Relationships, New Hire Orientations, Resume Writing, Job Fairs, Employee Training, Benefits Administration, Employee Benefits, HRIS, Training, Employee Relations, Performance Management, Employee Engagement, Permanent Placement
Education
University of Findlay 2000 — 2005
Bachelors, Marketing
Liberty Benton High School
Real Options International October 2011 - Present
J.P. Morgan Chase September 2007 - September 2011
IDEAcarbon December 2005 - August 2007
The World Bank June 1977 - May 2005
Skills
Risk Management, Investments, Investment Banking, Asset Management, Portfolio Management, Equities, Capital Markets, Management, Fixed Income, Banking, Financial Modeling, Due Diligence
Education
Stanford University
Doctor of Philosophy (PhD), Applied Economics
Stanford University
Master of Science (MS), Engineering Science
Stanford University
Master of Science (MS), Electrical Engineering
Stanford University
Bachelor of Science (BS), Electrical Engineering
Private June 2014 - Present
Private May 2013 - June 2014
J.P. Morgan Chase May 2011 - May 2013
J.P. Morgan Chase December 2008 - May 2011
Citigroup Financial February 2008 - December 2008
Skills
Account Reconciliation, Analysis, Variance Analysis, Asset Managment, Financial Statements, Mortgage Lending, Management, Leadership, Project Management, Microsoft Excel, Macro, Financial Services, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, SQL, VBA, Asset Management, Access, Customer Service, Finance, Investments, Loans
Education
University of Phoenix 2009 — 2011
Degree: Master, Business Administration
The Ohio State University 2005 — 2008
Degree: Bachelor of Science, Financial Management
J.P. Morgan Chase 2010 - 2012
Bank of America August 2005 - November 2010
Skills
Risk Compliance, Customer Service, Management, Microsoft Excel, Operational Excellence, Retail Banking, Cash Handling Experience, PowerPoint, Microsoft Word, Telephone Skills, Team Building, Building Relationships, Teamwork, Team-oriented, Customer Satisfaction, Customer Experience, Operational Risk..., Bank Secrecy Act, Accounting
Education
Tarrant County College 2003 — 2005
Associate of Arts (A.A.)
Keller High School 1996 — 1997
High School Diploma, General Studies
Humana April 2008 - Present
J.P. Morgan Chase September 1998 - April 2008
Skills
Performance Management, Workforce Planning, Management, Leadership, Employee Relations, Succession Planning, Health Insurance, Recruiting, Talent Management, Process Improvement, Deferred Compensation, Human Resources, Onboarding, Insurance
Education
Sullivan University
PhD, Management Student
University of Louisville
Master of Education
Western Kentucky University
Bachelor of Science, Business Administration
J.P. Morgan Chase November 2014 - Present
Greater New York Insurance Companies May 2012 - December 2014
Morris County Park Commission September 2011 - February 2012
Stan Fischler Emmy Award winning NHL Reporter June 2009 - February 2012
Jennifer Connelly Public Relations January 2011 - May 2011
W-ABC Sports June 2010 - August 2010
Skills
Legal Compliance, Anti Money Laundering, Risk Management, Investigation, Analysis, Dissemination, Due Diligence
Education
Seton Hall University 2007 — 2011
Bachelor of Arts and Sciences, Communications with a Concentration in Business
Operations Management and Distribution May 2015 - Present
TBD January 2015 - Present
Ourios Management Services, P.C. March 2013 - May 2014
JP Morgan Chase Bank October 2012 - March 2013
J.P. Morgan Chase October 2012 - January 2013
Ourios Management Services September 2010 - October 2012
Advanced Resources LLC June 2010 - August 2010
Midwest Funding Bancorp March 2007 - January 2010
Aims Mortgage Bankers Ltd. February 2006 - March 2007
Amerifund Mortgage 2005 - 2007
Skills
Training & Development, Small Business..., Short Sales and REIT's, Property Management, Start-up Consulting, Security, Statistical Computing, Financial Analysis, Customer Retention, Regulatory Strategy, loan auditing forensics, Dodd Frank Rules and..., Mortgage loan Servicing, Strategy, Mortgage Lending, Business Development, Management, Training, Finance, Refinance, FHA, Loans, Mortgage Banking, Leadership, Credit, Banking, Customer Service, Real Estate
Education
College of Dupage 2004 — 2004
None, International Business and Real Estate Transactions, B+
DeVry University 2000 — 2004
Bachelor's Degree, Business/Info Systems
Triton College 1990 — 1991
certificate in computer programming, IT
J.P. Morgan Chase July 2012 - Present
J.P. Morgan Chase - EMC Consulting September 2010 - July 2012
Habanero Consulting Group May 2009 - September 2010
Conchango - EMC Consulting 2007 - April 2009
Habanero Consulting Group July 2006 - October 2007
PricewaterhouseCoopers January 2004 - July 2006
Skills
Project Management, Business Analysis, Strategy, JIRA, IT Strategy, Enterprise Content..., Solution Architecture, Digital Strategy, Program Management, Relationship Management, SDLC, Agile Methodologies, Information Architecture, Business Process, Enterprise Architecture, Data Warehousing, Microsoft Office..., Business Development, Change Management, Requirements Gathering, Information Management, Business Intelligence, Enterprise Software, Public Speaking, Workshop Facilitation, Strategic Communications, Development Of Employees, Social Media, SharePoint, Documentum
Education
University of Calgary 1999 — 2003
BComm, Management Information Studies
The Chicago School of Professional Psychology 2014 — 2016
Master's Degree, Industrial and Organizational Psychology
Mdivani Corporate Immigration Compliance Law Firm 2014 - Present
Kutak Rock 2013 - 2013
U.S. District Court for the District of Kansas 2011 - 2013
J.P. Morgan Chase 2010 - 2011
The McGrath Law Firm 2003 - 2010
U.S. Bankruptcy Court 1998 - 2003
U.S. District Court for the District of Kansas 1993 - 1998
Kansas Supreme Court 1991 - 1993
Skills
Corporate Immigration..., I-9 audits, I-9 Compliance, H1-B Visas, L1 Visas, Legal Writing, Corporate Law, Courts, Legal Advice, Legal Research, Litigation, Immigration Law, Bankruptcy, H-1B, Immigration Issues, Trial Practice, Trials, Westlaw
Education
University of Kansas School of Law 1988 — 1991
Doctor of Law (J.D.), Law
The University of Kansas 1984 — 1988
Bachelor of Arts (B.A.), with Distinction and Honors, Economics and Spanish
High School
KCI March 2014 - Present
USAA July 2012 - January 2014
WellMed Medical Management Group August 2009 - January 2013
UnitedHealth Group January 2007 - August 2009
J.P. Morgan Chase June 2002 - January 2006
Skills
Visio, iGrafx, Kana, InfoPath, Dreamweaver, SharePoint Designer, Microsoft Office, Business Process..., Control Charts, Pareto Analysis, Quality Tools, Team Leadership, ROI development, Root Cause Analysis, Critical Thinking, Decision Making Skills, Presentation Skills..., Building Strong Teams, Business Communications, Influential, Product Quality, Return on Investment, Six Sigma, Social Influence, Business Process, Requirements Gathering, Change Management, Healthcare, Cross-functional Team..., Project Management, Presentation Coaching, Process Improvement, High Performance Teams, Management, Training, Project Planning, Business Requirements, Leadership
Education
St. Mary's University 1989 — 1991
Business/Communications
University of Phoenix
Bachelor's degree, Business Communications
J.P. Morgan Chase January 2011 - Present
WestLB May 1996 - January 2011
JPMorgan Chase September 1994 - May 1996
PwC August 1992 - September 1994
Skills
Banking, Capital Markets, Corporate Finance, Derivatives, Financial Analysis, Fixed Income, Management, Mergers, Securitization, Valuation, Auditing, Investments
Education
The George Washington University 1988 — 1992
Bachelors, Accounting
Nationwide Insurance May 2015 - Present
JPMorgan Chase August 2013 - Present
J.P. Morgan Chase November 2014 - April 2015
Skills
Entrepreneurship, Sales, Strategy, Music, Training, Fashion, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Teamwork, Public Speaking, Team Leadership, Leadership, Public Relations, Social Networking, Event Management, Sales Management, Marketing Strategy, Account Management, Sports, Event Planning, Social Media Marketing, Facebook, Advertising, Team Building, Marketing, Networking, Online Marketing, Retail, Leadership Development, Strategic Planning
Education
Trinity High School 2005 — 2009
The Ohio State University 2009 — 2014
Currently seeking Marketing and Psychology degrees
Cityworks Azteca Systems, Inc. February 2014 - Present
J.P. Morgan Chase January 2013 - February 2014
Self Employed January 2007 - January 2012
Spillman Technologies August 2010 - December 2010
Xerox July 2006 - June 2007
Xerox January 2006 - January 2007
Experience Press January 2003 - January 2006
Skills
Editing, Proofreading, Blogging, Press Releases, Software Documentation, Web Content, Adobe Acrobat, Publishing, Training, Marketing Communications, Publications, Interviews, Documentation, FrameMaker, Team Building, Advertising, Program Management, Research, Doc-to-Help, Captivate, InDesign, Management, Team Leadership, Microsoft Office, Technical Writing
Education
Utah Valley University
Bachelor of Science (In Progress), English
Salt Lake Community College 2000 — 2004
Associates of Science, Social Sciences
J.P. Morgan Chase December 2014 - Present
Game Night Live May 2014 - November 2014
INFINITE Home Theater September 2013 - April 2014
AllSaints March 2013 - September 2013
Prudential Insurance Company of America, Newark, NJ October 2012 - March 2013
Education
University of California, Irvine 2007 — 2009
B.A., Dramatic Arts, Acting Emphasis
Santa Barbara City College 2004 — 2007
A.A., Theater
Boise State University
Kinesiology, Rehabilitation and Sports Injury Prevention
EY May 2015 - Present
J.P. Morgan Chase March 2014 - Present
LPL Financial September 2013 - January 2014
Vanguard November 2012 - August 2013
Skills
Accounting, Marketing,..., Finance, Auditing,..., Leadership, Microsoft Office
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2006 — 2012
Bachelor of Science (BS), Business Management & Finance
Qualcomm November 2013 - Present
J.P. Morgan Chase January 2012 - October 2013
J.P. Morgan Chase July 2011 - January 2012
UBS Investment Bank August 2008 - July 2011
Raytheon, Space and Airborne Systems January 2003 - September 2006
Conexant June 2001 - August 2001
Skills
Financial Modeling, Valuation, Mergers, Investment Banking, Due Diligence, Strategy, Finance, Corporate Finance, Technology
Education
UCLA ANDERSON SCHOOL OF MANAGEMENT 2006 — 2008
M.B.A, Finance
University of California, Berkeley 1998 — 2002
BS, Electrical Engineering and Comp Sci
J.P. Morgan Chase July 2012 - Present
J.P. Morgan Chase June 2011 - June 2012
Education
Syracuse University 2010 — 2012
Information Management and Technology
Siena College 2008 — 2010
Accounting
Stroz Friedberg October 2014 - Present
J.P. Morgan Chase May 2013 - October 2014
Patch.com (an AOL company) August 2012 - May 2013
Stony Brook University January 2012 - May 2012
Stony Brook University August 2011 - May 2012
Division of Campus Residences September 2010 - May 2012
American Eagle Outfitters September 2009 - May 2011
Skills
Recruiting, Taleo, Human Resources, Interviews, PowerPoint, Career Counseling, Outlook, Career Development, Microsoft Excel, Public Speaking, Time Management, Microsoft Word, Applicant Tracking..., Lotus Notes, Social Media, Training, Event Planning, Microsoft Paint, Microsoft PowerPoint, MP2 Enterprise System, Interview Scheduling, Gmail, BrassRing, Sourcing, Resume Revisions
Education
State University of New York at Stony Brook 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Elementary
Forest Hills High School
County of Lake December 2014 - Present
Hawk and Horse Vineyards June 2013 - March 2014
Covenant Aviation Security May 2010 - November 2012
J.P. Morgan Chase April 2009 - May 2010
T-Mobile August 2007 - April 2009
Skills
Typing 68 WPM, Microsoft Office, Mac OS X, Windows, Excel, Access, Word, Photo Editing, Telephone Skills, Report Writing, Team Leadership, Microsoft Word, OS X, Customer Service, Social Media, Microsoft Excel, Management, Data Entry, Outlook, PowerPoint, Facebook, Public Speaking, Event Planning, Marketing, Mac, Public Relations, Administration, Social Networking, Teamwork, Call Centers, Inventory Management, Editing, Research, Team Building, Leadership, Training, Time Management, Sales, Customer Satisfaction, Retail, Supervisory Skills
Education
San Francisco State University 2011 — 2013
Bachelor of Science in Business Administration, Management
Skyline College 2009 — 2011
Associate of Science (A.S.), Business Administration and Management
Terra Nova High School 2002 — 2005
High School Diploma, General Education
J.P. Morgan Chase 2000 - Present
USAF RETIRED 1980 - June 2001
Arthur F, Goeller January 1960 - April 2000
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Bank Security
Education
The George Washington University 1974 — 1976
Master's degree, Criminal Justice/Police Science
Univ. of Alabama 1955 — 1959
Bachelor of Science (BS), Geology/Earth Science, General
J.P. Morgan Chase April 2014 - Present
Davis Polk & Wardwell February 2008 - March 2014
Chadbourne & Parke LLP March 2007 - February 2008
UBS Investment Bank 2001 - 2007
PaineWebber 1994 - 2000
WilmerHale June 1985 - June 1994
US Securities and Exchange Commission April 1982 - May 1985
Hodgson Russ LLP 1980 - 1982
Skills
Equity Trading, Broker-Dealer, Market Structure, Securities Regulation, SEC, Investment Advisers Act, Series 7, Financial Regulation, Series 24, Banking, Investment Banking, Legal Compliance, Financial Institutions, Corporate Law, Securities, Hedge Funds, FINRA, Legal Research, AML, Derivatives, Corporate Governance, Dodd-Frank, Banking Law, FCPA, Investment Company Act, Securities Litigation, Leadership
Education
State University of New York at Buffalo - Law School 1977 — 1980
J.D.
State University of New York at Albany 1973 — 1977
B.A., Political Science
J.P. Morgan Chase March 2011 - Present
J.P. Morgan Chase May 2007 - March 2011
Bank of New York June 2006 - May 2007
Bank of New York November 2005 - June 2006
Education
Siena College 2001 — 2005
Bachelor of Science, Finance
UBS Financial Services Inc. February 2012 - Present
Goldman Sachs September 2009 - February 2012
UBS FINANCIAL SERVICES, INC July 2006 - April 2009
J.P. Morgan Chase June 2003 - July 2006
WorldCom January 2000 - January 2003
Office of Naval Intelligence January 1998 - January 2000
Amphibious Squadron Three April 1996 - December 1997
USS Ogden (LPD-5) February 1993 - February 1996
Skills
Financial Services, Securities, Fixed Income, Management, Investments, Analysis, Project Management, Equities, Series 7, Change Management, Six Sigma, Cross-functional Team..., Business Development, Green Belt, Black Belt, Cost Savings Strategies, Cost Reduction/Avoidance, Cost Reduction..., Series 66
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
United States Naval Academy 1988 — 1992
BS, Political Science
NFP Advisor Services September 2015 - Present
NFP Advisor Services April 2015 - Present
National Financial Partners August 2011 - Present
J.P. Morgan Chase June 2010 - August 2011
JPMorgan Chase July 2007 - June 2010
McCoy Student Managed Investment Fund August 2009 - May 2010
Skills
Portfolio Management, Asset Management, Morningstar Advisor..., Factset, Portfolio Strategy, Model Portfolios, Model Building, Advisory Investments, Variable Annuities, Mutual Fund Research, ETF Research, Equity Research, 3rd Party Strategist..., Alternative Investments, Case Design, Series 7, Series 6, Series 63, Asset Allocation, Portfolio Design, Series 65, Mutual Funds, Zephyr Style Advisor, Morningstar, Portfolio Optimization
Education
Texas State University-San Marcos 2005 — 2010
B.B.A, Finance; Financial Management and Analysis
J.P. Morgan Chase January 2015 - Present
GM Financial October 2013 - January 2015
ULTA October 2013 - December 2013
Skills
Microsoft Office, Positive Attitude, Superior Work Ethic, Success Driven, Team-oriented, Analytical Skills, PowerPoint, Social Networking, Financial Analysis, Facebook, Social Media Marketing, Public Relations
Education
The University of Georgia 2009 — 2013
Bachelor's Degree, Business Management, 3.3
Vincente Jewelers / B & D Diamonds January 2001 - Present
J.P. Morgan Chase January 1983 - September 2001
National Bank of Kuwait May 1976 - November 1982
Skills
Marketing Strategy, Marketing, Fashion, Social Media Marketing, E-commerce, New Business Development, Online Marketing, Social Media, Online Advertising, Jewelry Design
Education
St. John's University 1983 — 1985
NSS Colleage 1972 — 1974
Economic, Politic
Dragados USA, Inc. March 2014 - Present
J.P. Morgan Chase September 2011 - December 2013
Bank of America January 2009 - September 2011
CIT December 2007 - January 2009
Foundation Financial Group, LLC September 2005 - September 2007
Citi May 2003 - August 2005
Skills
Credit, Customer Service, Training, Finance, Banking, Accounts Receivable, Management, Credit Analysis, Auditing, Refinance, Mortgage Lending, Sales, Accounting, Team Building, Loans, Payroll, Mortgage Banking, Quality Assurance, Data Validation, Policy, Research Analysis, Policies & Procedures, Problem Solving, Compliance, Purchasing
Education
Trinity Baptist College 2003 — 2005
AS, Business Administration
J.P. Morgan April 2015 - Present
J.P. Morgan Chase January 2015 - Present
OmniVere April 2014 - December 2014
Mental Hygiene Legal Services November 2013 - January 2014
Syracuse University College of Law August 2012 - April 2013
United States Bankruptcy Court, Western District of New York May 2012 - August 2012
Syracuse Medical-Legal Partnership August 2011 - May 2012
Elder Law Clinic, Syracuse University College of Law August 2011 - December 2011
Philadelphia District Attorney’s Office June 2011 - July 2011
Legal Aid Society of Rochester September 2008 - April 2009
Skills
Legal Research, Research, Westlaw, Family Law, Legal Assistance, Criminal Law, Trials, Bankruptcy, Hearings, Lexis, KYC, Broker-Dealer, Anti Money Laundering, Due Diligence
Education
Syracuse University College of Law 2010 — 2013
Doctor of Law (JD), Law
SUNY Brockport 2006 — 2009
Bachelor of Science (B.S.), Anthropology
Global Technology @ JPMorgan Chase June 2014 - Present
JPMorgan Chase April 2013 - June 2014
J P Morgan Chase April 2012 - April 2013
J P Morgan Chase February 2011 - March 2012
J.P. Morgan Chase December 2008 - February 2011
Skills
Process Improvement, Customer Service, Management, Microsoft Excel, Contract Negotiation, Strategic Planning, Account Management, Microsoft Office, Marketing, Retail Banking, Investments, Banking, Team Building, Customer Relations, Excel
Education
The Ohio State University 1979 — 1981
n/a, Business/Commerce, General
centennial high school 1976 — 1979
J.P. Morgan Chase September 2013 - Present
Tralee Partners LLC January 2012 - September 2013
Heritage Highland Family Office 2008 - 2012
BNY Mellon Private Equity Group 2005 - 2007
Lakeside Capital Partners Family Office 2001 - 2005
SnyderCapital Family Office 1995 - 2000
SnyderGeneral Corporation 1990 - 1995
Societe Generale 1986 - 1990
InterFirst Bank 1983 - 1986
Skills
Capital Markets, Hedge Funds, Investments, Private Equity, Alternative Investments, Mergers, Corporate Finance, Due Diligence, Venture Capital, Investment Banking, Asset Managment, Portfolio Management, Strategy, Fund Of Funds, Mergers & Acquisitions, Finance, Restructuring, Corporate Development, Business Strategy, Funding, Financial Modeling, Strategic Planning, Emerging Markets, Mutual Funds, Leveraged Finance, Business Development, Mezzanine, Investment Strategies, Business Planning, IPO, Valuation, Banking, Structured Finance, Financial Advisory, Equities, Equity Capital Markets, Financial Risk, Institutional..., Series 63, Investment Management, Fixed Income, Financial Structuring, Securities, Acquisitions, Capital, Investor Relations, Divestitures, LBO, Asset Allocation, Private Banking
Education
Texas Christian University
MBA │Finance and Accounting
The Briar Cliff University
BA │Sociology and Business Administration
J.P. Morgan Chase August 2010 - Present
Hartford February 2007 - December 2008
Self employed September 1996 - December 2008
Kidz-N-Motion Children’s Gym, Alpharetta, GA30004 January 2004 - May 2008
Independent September 1996 - October 2003
Skills
Counseling Psychology, Return to Work, Special Education, Learning Disabilities, Dyslexia, Auditory Processing, Teaching, Secondary Education, Staff Management, Self-employment, Vocational..., Vocational Evaluation, Rehabilitation..., Caseload Management
Education
Texas A&M University 1994 — 1995
Masters of Science, Counseling
TexasA&MUniversity 1986 — 1995
Masters of Science, Counseling
TexasA&MUniversityCorpus Christi
Masters of Science, Counseling
Liberal Arts 1986 — 1990
Bachelors of Art, Psychology
Texas A&M 1986 — 1990
Bachelors of Art, Psychology
State of Georgia
Special Education General Curriculum Certification
Pacific Global Advisors LLC August 2011 - Present
J P Morgan Chase 2010 - 2011
T Rowe Price November 2008 - April 2009
Lehman Brothers June 2006 - November 2008
J.P. Morgan Chase 2004 - 2006
State Street Bank 2003 - 2004
Deutsche Bank 2000 - 2003
Education
University of Calcutta
Bachelor of Science, Physics
J.P. Morgan Chase December 2012 - Present
J.P. Morgan Chase November 2011 - December 2012
J.P. Morgan Chase July 2004 - November 2011
Education
CW Post 2004 — 2004
Certified Paralegal
Stony Brook University 1998 — 2002
Stony Brook University
Bachelor's degree, History
Fortress Investment Group July 2013 - February 2014
Barclays Investment Bank May 2011 - June 2013
Barclays Investment Bank May 2009 - May 2011
Societe Generale January 2009 - May 2009
J.P. Morgan Chase July 2007 - December 2008
Skills
Access, Derivatives, Trading, Securities, SharePoint, Software Documentation, Business Analysis, Management, Analysis, Portfolio Management, Trading Systems, Hedge Funds, Financial Risk, VBA, Equities, Options, SDLC
Education
Stony Brook University 2003 — 2007
Bachelor of Science Degree in Business, Finance
International Securities Exchange Holdings, Inc. (ISE Holdings) August 2014 - Present
Updata April 2012 - August 2014
J.P. Morgan Chase September 2010 - April 2012
Capital Path Securities October 2009 - September 2010
The Bayrock Group / Trump SoHo May 2006 - September 2007
The New York Board of Trade June 2003 - September 2005
Skills
Derivatives, Trading, Bloomberg, Equities, Options, Technical Analysis, Portfolio Management, Hedge Funds, Financial Markets, Series 7, Electronic Trading, FX Options, Fixed Income, Securities, Capital Markets, Traders, Investments, Banking, Commodity, Currency, Alternative Investments, Bonds, Equity Trading, Trading Systems, Asset Allocation, Investment Strategies, Hedging, Equity Research, Series 63, ETFs, FINRA, Bloomberg Terminal, Wealth Management, Asset Management, Commodity Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
BA, History & Political Science (focus on Eastern European economics, politics and history)
Stanford University September 2010 - Present
J.P. Morgan Chase June 2015 - September 2015
Skills
Stochastic Modeling, Statistical Arbitrage, Time Series Analysis, Optimization, C++, Physics, Statistics, Python, Matlab, Machine Learning, Numerical Simulation, Quantitative Finance, Scientific Computing
Education
Stanford University 2010 — 2016
PhD, Computational and Applied Mathematics
Stanford University 2012 — 2014
MS, Financial Mathematics
Seoul National University 2008 — 2010
MS, Physics
Seoul National University 2001 — 2008
BS, Physics
IntraLinks July 2011 - Present
Zacks Investment Research September 2010 - July 2011
Computershare, Inc. January 2005 - January 2009
J.P. Morgan Chase May 2002 - January 2005
Discover Financial Services January 1996 - February 1998
Skills
Sales, Management, Client Development, Human Resources, Relationship Management, Product Management, Financial Services, Mergers & Acquisitions, CRM, Project Management, Strategy, Leadership, New Business Development, Asset Management
Education
Southern Illinois University, Carbondale 1990 — 1994
Bachelors, Journalism & Marketing
Nationwide Insurance November 2011 - Present
J.P. Morgan Chase August 2001 - November 2011
Cisco Systems Inc 1996 - 2001
The Future Now 1992 - 1996
Integrators of Local Area Networks (iLAN) 1989 - 1993
State of Ohio Department of Administrative Services 1982 - 1984
Skills
IT Management, Vendor Management, Inventory Management, Organizational Structure, Enterprise Architecture, Strategic Planning, Project Management, Microsoft Excel, Disaster Recovery, MS Project, Architecture, Forecasting, Cross-functional Team..., Program Management, Troubleshooting, Leadership, Data Center, Management, Process Improvement, Change Management, Executive Management, VMware, IT Strategy, Integration, Networking, Business Strategy, Business Analysis, Cisco Technologies, Process Engineering, SDLC, Cloud Computing, Network Architecture, ITIL, Project Portfolio..., Visio
Education
The Ohio State University 1979 — 1983
BS, Business Administration - Computer and Information Science
Wells Fargo Advisors January 2013 - Present
J.P. Morgan Chase March 2011 - January 2013
Skills
Financial Planning
Education
University of Alabama 1991 — 1996
Bachelors, Hospitality Management/Marketing
Northwestern Mutual September 2012 - Present
iMobile October 2011 - Present
iMobile US October 2011 - September 2012
J.P. Morgan Chase January 2011 - October 2011
InTouch Wireless June 2009 - October 2010
Via Spiga Co February 2006 - March 2007
Skills
Cold Calling, Sales, Sales Management, Customer Service, Retail, Account Management, Sales Operations, Microsoft Excel, PowerPoint, Microsoft Office, Marketing, Customer Satisfaction, Microsoft Word
Education
SUNY Albany 2007 — 2012
Bachelors of Economics & Bachelors of Psychology, Economics
SUNY Orange 2004 — 2007
Associate's degree, psychology
Capital One October 2012 - Present
Allstate June 2012 - September 2012
State Farm Insurance October 2011 - May 2012
Sun America Financial Group (VALIC) August 2011 - October 2011
J.P. Morgan Chase April 2010 - June 2011
Wachovia, A Wells Fargo Company August 2009 - March 2010
Wachovia Bank N.A. December 2008 - January 2010
Wachovia Bank N.A. April 2006 - December 2008
Skills
Banking, Financial Planning, Home Equity Lines of..., IRA Rollovers, Roth IRA, IRA's, 401 K Rollovers, Retirement Savings, Loans, Customer Service, Retirement, Savings, 401k, Credit, Mortgage, Financial Analysis, Small Business, Retail Banking, B2B, B2B Marketing, Outside Sales, Business Development, Sales, Direct Sales, Sales Management, Small Business Lending, Commercial Lending, Small Business..., New Business Development, Commercial Banking, Financial Services, Finance, Personal Finance, Cross Selling, Relationship Management, Residential Mortgages, Lines Of Credit, Consumer Lending, Loan Origination, Selling, Wealth, Asset Allocation, Personal Banking, Commercial Mortgages, Refinance, Home Equity Loans, High Net Worth..., Mortgage Banking, Mortgage Lending
Education
Stephen F. Austin State University 2000 — 2001
Cy-Fair High School 1996 — 2000
Volt Workforce Solutions May 2010 - Present
Bank of America August 2009 - March 2010
J.P. Morgan Chase October 2008 - June 2009
Bankers Life and Casualty August 2007 - October 2008
Columbia College of Chicago October 2001 - January 2007
Education
Columbia College of Chicago
B.A, Journalism
Robert Morris University - Illinois
Associates, Computer Networking
Flashing Lights Global Media October 2009 - Present
RD Management April 2012 - November 2014
Horizon Point Wealth Management April 2010 - April 2012
The Goldstein Group November 2009 - April 2012
J.P. Morgan Chase June 2006 - October 2008
Charles Schwab 2004 - 2006
Fidelity Investments 2003 - 2005
Skills
Investments, Real Estate Transactions, Sales, Real Estate, Finance, Real Estate Development, Asset Management, Brokerage, Management, Marketing, Investment Properties, Leases, Real Estate Economics, Property Management, Asset Managment, Negotiation
Education
Seton Hall University 1991 — 1995
Bachelor of Arts, Communications, Political Science, English
Thomas Jefferson School of Law
J.P. Morgan Chase June 2014 - Present
TIAA-CREF November 2010 - June 2014
UBS Financial Services November 1995 - June 2010
Shearson Lehman Brothers February 1990 - October 1995
Integrated Resources Equity Corporation January 1987 - January 1990
Skills
FINRA, Regulations, Social Media, Compliance Training, Policy, AML, Securities, Series 63, Series 7, Securities Regulation, Series 24, Training, KYC, SEC, Financial Services, Hedge Funds, Due Diligence, Corporate Governance, Mutual Funds, Financial Regulation, OFAC, Internal Controls, Alternative Investments, Operational Risk, USA PATRIOT Act
Education
University of Wisconsin-Madison 1974 — 1975
Master of Psychology and Social Work (MSSW), Psychology
State University of New York at Stony Brook 1972 — 1974
Bachelor of Science, Psychology
Bronx High School of Science
High School
Investors of the Kingdom May 2015 - Present
Legacy Institute for Financial Education October 2014 - Present
O'Quinn St. Church of Christ October 2014 - Present
CAZ Investments L.P. October 2012 - June 2015
CAZ Investments L.P. September 2011 - October 2012
Inroads Capital Management LLC (a joint venture of CAZ Investments) February 2010 - September 2011
CAZ Investments L.P. June 2007 - February 2010
Cougar Investment Fund, LLC August 2008 - December 2009
Lennar March 2006 - June 2007
J.P. Morgan Chase April 2005 - March 2006
Skills
Portfolio Management, Equity Valuation, Hedge Funds, Equities, Investments, Options, Securities, Asset Management, Asset Managment, Finance, Private Equity, Leadership, Mutual Funds, Risk Management, Analysis, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Fixed Income, Asset Allocation, Equity Research, Financial Services, Investment Management, Wealth Management, Capital Markets, Investment Strategies, Corporate Finance, Bloomberg, Alternative Investments, Bonds, Series 63, Series 7
Education
University of Houston, C.T. Bauer College of Business 2007 — 2010
M.B.A., Finance
United States Military Academy at West Point 1997 — 2001
B.S., Political Science
Eisenhower High School 1993 — 1997
Diploma
SecurityNational Mortgage Company #3116 August 2015 - Present
New American Funding July 2014 - August 2015
J.P. Morgan Chase November 2007 - July 2014
Sacramento Credit Union September 2005 - October 2007
Countrywide KB Home Loans November 2004 - August 2005
First Security Loan June 2001 - October 2004
OpenTable 1999 - 2000
AT&T 1998 - 1999
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Leadership, Loan Origination, Management, FHA, Sales, Finance, Real Estate, Credit, Investment Properties, Portfolio Management, Start-ups, First Time Home Buyers, Residential Mortgages, Training, FHA financing, Entrepreneurship, Analysis, Strategic Planning, Coaching, Solution Selling
Education
San Francisco State University 1997 — 1998
B.A., Psychology
University of California, Berkeley 1992 — 1995
Lug h Jo open to 0 pup let PLet's 0oopipy p l loup Ipoo u ipp0o hl kool-ap lppp l0 p0i8 9p l 9, Psychology
Northgate High School 1986 — 1990
0pk yum Miu uumijk pulp 0ppp I'm jumk pupil ipu Ipoo pooll UK I'm mlmujphbhmk 9 K p0it 8l 0pk lu I ., Human Resources Management/Personnell AAdminiLuolupiipstratill8pio, GenerajujjI'mimminupupilintmjl9l
Seven Hills
Seven Hills
J.P. Morgan Chase June 2014 - Present
Speco Technologies September 2013 - April 2014
Medical Management Solutions October 2012 - January 2013
Prime Diagnostic Imaging, Corp August 2011 - March 2012
J. Peat & Associates June 2010 - August 2011
Nycomed US Inc July 2007 - June 2010
Long Island Youth Orchestra 2001 - 2002
Skills
Employee Benefits, Employee Relations, Benefits Administration, Human Resources, Recruiting, Payroll, Organizational..., Training, Personnel Management, Insurance, Employee Training, FMLA, COBRA, New Hire Orientations, Open Enrollment, HR Policies, Program Management, Performance Management, Labor Relations, Talent Management, Technical Recruiting, Deferred Compensation
Education
Touro College 2014 — 2016
Bachelor of Science in Business Administration and Management, Business Communication and Human Resource Management
Suffolk County Community College 2008 — 2013
Associate's degree, Business Administration, 3.5
St. Joseph's College 2010 — 2010
SHRM -HR, Human Resources
Rockhurst University Continuing Education Center 2008 — 2008
Kellenberg Memorial High School 2000 — 2006
High School Diploma
J.P. Morgan February 2015 - Present
Chase February 2015 - February 2015
J.P. Morgan Chase December 2011 - February 2015
The Progressive Insurance Group June 2003 - August 2011
Alanton Elementary November 2009 - May 2010
Coastal Cheer Sensation Parent Organization June 2008 - June 2009
Fisher College of Business September 2002 - June 2003
First Citizens Bank June 2000 - June 2001
Elite Automotive Group December 1999 - May 2000
Ricart Automotive September 1998 - December 1999
Skills
Insurance, Financial Analysis, Process Improvement, Strategic Planning, Training, Microsoft Office, Customer Service, Microsoft Excel, Public Speaking, Research, Non-profits, Data Analysis, Negotiation, Claim, Quality Assurance, Accounting, Management, Banking, Risk Management, Analysis, Time Management, Access, Nonprofits
Education
South University 2010 — 2012
M.B.A, Finance
The Ohio State University 1996 — 2003
B.S.B.A, Finance
J.P. Morgan Chase August 2014 - Present
State Farm Insurance February 2013 - April 2014
Invesco US January 2012 - February 2013
Cameron Road Enterprises April 2010 - December 2011
Citi April 2009 - February 2010
Merrill Lynch October 2006 - March 2009
Skills
Access, Financial Analysis, SDLC, Property & Casualty..., Business Analysis, Data Analysis, Insurance, Health Insurance, Life Insurance, RUP Methodologies, Agile & Waterfall..., Mutual Funds, Quality Assurance, Microsoft Office..., Microsoft Office 2007, Microsoft Excel, Visio, SharePoint, Change Management, Customer Service, Requirements Analysis, Salesforce.com, Microsoft Word, Microsoft Office, Leadership, Financial Services, Vendor Management, Process Improvement, Analytics, Risk Management, Business Intelligence, Finance, User Acceptance Testing, Business Process, Management, Gap Analysis, Scrum, Test Cases, Test Planning, Release Management, CRM, Test Strategy, Business Process Design, Functional Requirements, Business Planning, Requirements Gathering, User Stories, Testing, Agile Methodologies, Analysis
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics/Business Administration
University of Kansas 2002 — 2003
Bachelors, Business, Management, Marketing, and Related Support Services
J.P. Morgan Chase November 2009 - Present
Skills
Portfolio Management, Asset Managment, Financial Analysis, Credit Analysis, Underwriting, Banking, Financial Risk, Relationship Management, Commercial Lending, Credit, Account Management, Negotiation, Commercial Banking, Real Estate, Process Improvement
Education
Texas Woman's University 2007 — 2009
Criminal Justice
Global System Solutions, Inc (GSS) August 2015 - Present
J.P. Morgan Chase May 2014 - May 2015
Kforce May 2013 - May 2014
Self May 2012 - April 2013
Citi July 2010 - April 2012
PNC Global Investment Servicing April 2009 - July 2010
Self September 1998 - April 2009
J.P. Morgan 1991 - 1996
US Navy January 1975 - January 1981
Skills
User Acceptance Testing, Business Analysis, SDLC, Requirements Analysis, Software Project..., Vendor Management, Requirements Gathering, IT Strategy, Financial Services, Business Requirements, Process Improvement, Data Warehousing, Business Process, Integration, Product Management, Software Documentation, Visio, Banking, Business Intelligence, Databases, Enterprise Architecture, IT Management, Microsoft SQL Server, Outsourcing, Risk Management, SQL, Software Development, Testing, Accounting, Agile Methodologies, Agile Project Management, Analysis, Asset Management, Business Process..., CRM, ETL, PMO, PMP, Program Management, Quality Assurance, Solution Architecture
Education
Rowan University 1986 — 1989
Bachelor of Science (BS), Computer Science, 3.31
Rowan University 1986 — 1989
Bachelor of Science in Computer Science, Computer Science
Infor April 2012 - Present
ADVENT EVANGELICAL LUTHERAN CHURCH January 2008 - Present
BOB EVANS FARMS July 2006 - April 2012
TACTICAL EDGE, LTD February 2005 - July 2009
BOB EVANS FARMS May 2001 - July 2006
J.P. MORGAN CHASE July 1994 - May 2001
Skills
C#, ASP.NET AJAX, RPG III/IV, Visual Basic, C++, Resource Management, CGIDEV2, SQL, XAML, WPF, WinForms, XML, JSON, Regular Expressions, RPG, Microsoft SQL Server, Visio, Software Development, SDLC
Education
The Ohio State University 1992 — 1998
B.S, Computer & Information Science
The Ohio State University 1992 — 1998
B.A, Music Theory and Composition
Hobbs & Towne, Inc. May 2008 - Present
J.P. Morgan Chase 1986 - 1992
Education
University at Buffalo
B.S., Accounting and Finance
CitiBank October 2014 - Present
J.P. Morgan Chase September 2011 - September 2014
SJL Equities January 2007 - August 2011
Collective Capital Corp March 2007 - April 2009
Triumph Funding October 2003 - February 2007
World Co LLC June 2001 - October 2003
Skills
Finance, FHA, Equities, Mortgage Banking, Residential Mortgages, Trading, Investments, Portfolio Management, New Business Development, Credit, Customer Service, Financial Analysis, Underwriting, VA Loans, Loan Origination, Management, Banking
Education
State University of New York College at Buffalo 1994 — 1997
B.S., Business Administration
MVP Systems Software, Inc. January 2014 - Present
Alliance Data August 2013 - November 2013
InAuth, Inc. February 2013 - June 2013
J.P. Morgan Chase February 2011 - October 2012
Nationwide Insurance April 2010 - December 2010
Ohio Water Development Authority March 2010 - April 2010
Nationwide Financial December 2009 - March 2010
SPIDA Software July 2008 - March 2009
Motorists Insurance Group January 2008 - June 2008
BioScrip June 2007 - January 2008
Skills
Technical Writing, Visio, Software Documentation, Technical Documentation, SnagIt, FrameMaker, Research, SharePoint, Documentation, Web Content, Curriculum Design, Technical Training, Technical Communication, Online Help, Instructor-led Training, Adult Education, Copywriting, Manuals, Editing, Instructional Design, Content Management, Microsoft Office, Lotus Notes, Captivate, Adobe Photoshop, Adobe Illustrator, Adobe Acrobat, Adobe InDesign, Adobe Dreamweaver, Software Training, Proofreading, RoboHelp, Copy Editing, Knowledge Management, Lectora, Information Mapping, Document Design, Content Development, Online Training, Usability Testing, Databases, Training, Analysis, E-Learning, Information Architecture, Project Management, Testing, Web Design, Photoshop, HelpStudio
Education
The Ohio State University
Masters, Urban Planning and Real Estate Finance
University of Missouri-Columbia
B.A., History and Philosophy
Tonic3, the UX division of W3 March 2015 - Present
Direct Technology Group July 2014 - October 2014
Vivint April 2013 - June 2014
UVU Public Reltaions Student Society of America January 2014 - May 2014
J.P. Morgan August 2012 - January 2013
Elevate Inc May 2012 - July 2012
Texas State University January 2012 - April 2012
CFM Marketing December 2011 - January 2012
J.P. Morgan Chase September 2010 - December 2011
Corinth Gymnastics August 2009 - September 2010
Skills
Account Management, Customer Service, Data Entry, Leadership, Public Speaking, PowerPoint, Microsoft Excel, Event Planning, Sales, Time Management, Social Media, Organized self-starter, Committed to..., Social Networking, Facebook, Management, Microsoft Office, Team Building
Education
Utah Valley University 2013 — 2014
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Texas State University 2012 — 2013
Bachelor of Science (BS), Mass Communication/Media Studies
Southern Methodist University 2011 — 2011
Communications
North Central Texas College 2009 — 2011
Associates of Science
Infogain September 2015 - Present
Self Employed May 2015 - July 2015
Self Employed November 2014 - April 2015
Nexus Practice IT Services February 2014 - October 2014
J.P. Morgan Chase April 2013 - December 2013
Per Scholas January 2013 - April 2013
Logicsoft Inc. January 2012 - December 2012
Self-employed January 2003 - December 2012
Time Warner / Insight Communications December 2001 - November 2009
UUnet / MCI WorldCom June 1999 - November 2001
Skills
Network Troubleshooting, Systems Implementation, New Computer..., Microsoft Office, Word, PowerPoint, Public Speaking, Negotiation, Interpersonal..., Persuasive..., Time Management, Project Implementation, Training New Hires, Computer Maintenance, Account Management, Customer Retention, Technical..., Sales Support, Project Coordination, Detailed Analysis, Computer Setup, Network Provisioning, Office Management, Project Planning, Direct Sales, Sales Metrics, Sales Skills Training, Strategic Consulting, Customer Relations, Salesforce CRM, Bachelors in..., Entrepreneurship, New Business Development, Client Relationship..., Team Building, Cross Selling, Collaborative Working, Collaborative Leadership, Customer Service, Business Strategy, Sales, Troubleshooting, CRM, Microsoft Word, Program Management, Sales Management, Online Marketing, Team Leadership, Sales Operations, Leadership
Education
Per Scholas 2013 — 2013
A+ Certification, Information Technology
The Ohio State University 1994 — 1999
Bachelors, Communications
K.R.L.B. Consulting, LLC March 2011 - Present
K.R.L.B. Consulting, LLC March 2011 - Present
J.P. Morgan Chase November 2007 - January 2011
Skills
Investments, Asset Allocation, Strategic Planning, Microsoft Excel, Mutual Funds, Financial Advisory, Retirement Planning, Series 7, Investment Advisory, Options, Trading, Venture Capital, Investment Management, Bonds, Variable Annuities, Series 63, Securities, Life Insurance, Wealth Management, Risk Management, Equities, IRAs, Financial Analysis, 401k
Education
Saint Joseph's College 2011 — 2014
Organizational Managment, Managment
Macy's.com August 2015 - Present
Intratek Computer Incorporated July 2013 - June 2015
J.P. Morgan Chase April 2009 - August 2011
Skills
Microsoft Office, Customer Service, Community Outreach, Adobe Acrobat, Microsoft Word, PowerPoint, Nonprofits, Volunteer Management, Fundraising, Management, Outlook, Data Analysis, Facebook
Education
San Francisco State University 2015 — 2017
Master of Public Administration (M.P.A.), Public Policy Analysis
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Anthropology
San Diego City College 2007 — 2011
Associate of Arts (A.A.), Anthropology
Verizon August 2015 - Present
Verizon November 2014 - August 2015
J.P. Morgan Chase May 2000 - May 2014
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, SQL, Windows, Process Improvement, Outlook, Telecommunications, Credit, Visio, Call Centers, Business Analysis, Customer Service, Troubleshooting, Access, Analysis, Business Process..., Recruiting, Coaching, Vendor Management, Banking, Customer Satisfaction, Strategy, Strategic Planning, Financial Analysis, Customer Experience, Project Management, SDLC, Risk Management
Education
Rollins College 2002 — 2005
Bachelor's degree, International Affairs and Business Administration, 3.45
JPMorgan Chase December 2013 - Present
J.P. Morgan Chase June 2010 - November 2013
J.P. Morgan Chase October 2006 - June 2010
JPMorgan Chase Wealth Management May 2005 - September 2006
JPMorgan Chase Private Client Services May 2004 - May 2005
JPMorgan Chase Private Client Services June 2001 - May 2004
CGEY / Financial Solutions Group August 1999 - March 2001
Cap Gemini Ernst & Young (CGEY) July 1997 - August 1999
ABB Industrial Systems November 1995 - March 1997
Skills
Risk Management, Business Intelligence, Finance, Strategic Planning, Decision Support, CRM, Leadership, Marketing, Consulting, Sales, Content Management, Contract Management
Education
The Ohio State University Fisher College of Business 1998 — 2000
M.B.A., Finance, General Management
University of Michigan 1994 — 1995
Masters of Science, Chemical Engineering
University of Mumbai 1990 — 1994
B.S., Chemical Engineering
Stifel Financial Corp. July 2015 - Present
UBER Headquarters April 2015 - May 2015
First Republic Bank October 2014 - March 2015
Us bank September 2013 - October 2014
S.B. Financial April 2014 - July 2014
J.P. Morgan Chase April 2011 - May 2012
Wells Fargo December 2007 - December 2010
Wet Seal June 2006 - November 2006
Skills
Fashion Shows, Visual Merchandising, Product Development, Merchandising, Visual Promotion, Window Displays, Sales Plan, Microsoft Office, Bilingual-English/Korean, Interpersonal Skill, Organizational..., Organization, Fast and Eager Learner, Setting Priorities, Sales, Research, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Retail, Event Planning
Education
San Francisco State University 2011 — 2013
Bachelor of Science (B.S.), Apparel Design & Merchandising
Global Entrepreneur 2014 - Present
Dallas County March 2008 - Present
Americredit Auto Finance 2006 - 2007
J.P. Morgan Chase 2002 - 2006
Houston Comets, WNBA and Overseas 1997 - 2002
Skills
PowerPoint, Criminal Justice, Government, Police, Training, Certified Firearms..., Certified Instructor, Public Speaking, Community Outreach, Fundraising, Data Entry, Coaching, Firearms, Teaching, Customer Service, Social Media, Team Building, Social Networking, Marketing, Event Planning, Leadership, Nutrition, Entrepreneurship, Facebook, Sports, Social Media Marketing
Education
The University of Texas at Austin 1991 — 1996
Bachelor’s Degree, Applied Learning & Development
South Oak Cliff High School 1987 — 1991
High School, Applied Learning and Development
Cedonix Technologies LLC December 2013 - Present
J.P. Morgan Securites LLC April 2012 - November 2013
J.P. Morgan Chase August 2011 - November 2013
Apple July 2010 - June 2011
Kentucky Science and Technology Corporation October 2008 - January 2010
Skills
Finance, Account Management, Sales, Banking, Venture Capital, Information Technology, Investment Banking, Business Planning, Project Management, Website Development, Series 6, Series 63, Loan Modifications, Loan Servicing, Sales Management, Venture Financing, New Business Development, Technology Management, Enterprise Software, System Administration, Network Administration, Virtualization
Education
University of Kentucky 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management
Saint Joseph's College 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
McGladrey September 2013 - Present
Tumble Bugs August 2010 - September 2013
Norwalk YMCA August 2008 - April 2009
The Little Gym June 2006 - June 2008
Somerset Valley YMCA August 2004 - June 2006
J.P. Morgan Chase January 2003 - July 2004
Skills
Customer Service, Strategic Planning, Fundraising, Event Management, Event Planning, Program Management, Microsoft Office, Team Building, Leadership Development, Nonprofits, Social Networking, Microsoft Word, Budgets, Outlook, Microsoft Excel, PowerPoint, Public Speaking, Time Management, Marketing
Education
Rutgers Graduate School of Management 2004 — 2005
Master's degree, Human Resources Management and Services
Sacred Heart University 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Elementary school
West Hill High School
West Hill High School
Bank of the West, Cash Management Division 2009 - Present
Bank of the West 2012 - 2015
Bank of the West 2010 - 2012
Bank of the West 2009 - 2010
Doon Street Ventures 2004 - 2009
J.P. Morgan Chase 2001 - 2004
American Consulting Professionals 1998 - 2001
Skills
Strategy, Entrepreneurship, Leadership, Management Consulting, Product Management, Management, Business Development, Sales, Business Strategy, Marketing Strategy, Strategic Planning, Sales Management, Team Building, Team Leadership, Competitive Analysis, Market Research, Product Development, Project Management, Risk Management, Business Intelligence, Financial Modeling, Process Improvement, Commercial Banking, Treasury Services, Cash Management, Treasury Management, Sales Channel..., Analytics, Financial Analysis, Business Analysis, Due Diligence, Negotiation, Strategic Partnerships, Change Management, Executive Management, Financial Services, Cross-functional Team..., Start-ups, Finance, Analysis, Banking, Marketing, Relationship Management, New Business Development, Business Planning, CRM, Product Marketing, Enterprise Software, Customer Service
Education
Stanford University 2005 — 2007
MBA, Sales Management, Marketing, Entrepreneurship
University of South Florida
B.S., Finance, Computer Science
J.P. Morgan Chase April 2011 - May 2014
Global Quest June 2010 - January 2011
Titanium Solutions May 2007 - January 2011
Titanium Solutions April 2007 - January 2011
NID Foreclosure Prevention March 2009 - February 2010
The National Association of Real Estate Brokers-Investment Division, Inc March 2009 - February 2010
Premier Home Equity November 2004 - December 2007
Premier Home Equity Inc May 2004 - December 2007
Better Homes Realty of San Leandro Ca 1999 - December 2007
Better Homes Realty January 1999 - January 2007
Skills
REO, Real Estate, Foreclosures, Short Sales, Customer Service, FHA, Finance, First Time Home Buyers, HUD, Investment Properties, Investments, Investors, Loan Modifications, Loans, Mortgage Banking, Mortgage Lending, Property, Real Estate Transactions, Referrals, Residential Homes, Sales, Small Business
Education
Samuel Merritt University
JPMorgan Chase & Co. March 2015 - Present
J.P. Morgan Chase September 2013 - March 2015
NTA Funding Group and Leasing LLC August 2012 - September 2013
Best Buy 2006 - 2012
Skills
Retail, Visual Merchandising, Loss Prevention, Merchandising, Store Management, Sales, Store Operations, Spanish-speaking, Farsi, Facebook, Customer Service, Time Management, Sales Operations, Team Leadership, Teamwork, Leadership
Education
University of Arizona 2008 — 2013
Bachelor's degree, Spanish Language and Literature
University of Arizona 2008 — 2013
Bachelors Degree, Psychology
Young Palate October 2014 - Present
J.P. Morgan November 2014 - May 2015
J.P. Morgan July 2013 - October 2014
J.P. Morgan July 2012 - June 2013
J.P. Morgan Chase August 2011 - July 2012
Sigma Phi Epsilon 2009 - 2010
Alternative Asset Investment Management September 2009 - December 2009
University of Southern California June 2009 - August 2009
City National Bank June 2008 - August 2008
Skills
Corporate Finance, Econometrics, Public Finance, Accounting, Economics, Microsoft Office, Excel, Word, Morningstar, Financial Analysis, Access, Microsoft Excel, Finance, Microsoft Word, PowerPoint, Financial Services, Market Research, Investment Banking, Bloomberg Terminal, Risk Management, Financial Markets, Management, Analysis, Strategy, Bloomberg, Business Analysis
Education
St. John's University 2007 — 2011
Economics, Emphasis in Finance
The University of Texas at Dallas 2010 — 2010
Accelerated Summer Courses, Management Information Systems & Corporate Finance
Universidad de Salamanca 2009 — 2009
Spanish Language and Literature
Beverly Hills High School 2003 — 2007
High School
J.P. Morgan Chase October 2013 - Present
GridGain Systems May 2013 - August 2013
GridGain Systems June 2012 - April 2013
ACQ July 2011 - August 2012
Wells Fargo Bank June 2007 - May 2008
Wells Fargo Bank February 2002 - May 2007
Skills
Healthcare, Coaching, Team Building, New Business Development, Account Management, Marketing Strategy, Negotiation, Research, Data Analysis, B2B Cold Sales, Market Penetration, Strategic Planning, Expanding Referral Base, Client & Vendor..., Closing Abilities, Natural Mirroring..., Conflict Resolution &..., Creating Graphs &..., Design & Order..., Formative Research, Management, Client, Selling, Sales, Team Leadership, Sales Process, Salesforce.com, Russian, Marketing, Social Networking, Vendor Account..., Strong Business Acumen, Persuasive & Committed, Strong Communication &..., Cold Calling, Analysis, Sales Management, Forecasting, Lead Generation, Customer Retention, Marketing Management, Sales Operations, Banking, Product Marketing, Direct Sales, B2B, Business Development, Product Management, Social Media, Start-ups
Education
2010UC San Diego 2008 — 2010
Bachelors, Communications
Skyline College 1999 — 2003
AA Degree with Honors, Fine Arts
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase & Co. August 2013 - Present
Saint Joseph's University September 2012 - May 2013
JPMorgan Chase & Co. June 2012 - August 2012
J.P. Morgan Chase June 2011 - August 2012
Saint Joseph's University September 2009 - July 2011
Skills
Marketing, Finance, SAS, Microsoft Excel, Financial Risk, Analysis, Advertising, Data Analysis, Access, Microsoft Word, PowerPoint, Microsoft Office, Leadership, Financial Analysis
Education
Saint Joseph's University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Science, Finance
SAINT JOSEPH'S PREPARATORY SCHOOL 2005 — 2009
High school
J.P. Morgan Chase May 2008 - Present
The Fresh Market October 2007 - May 2008
The Fresh Market June 2000 - October 2007
Skills
Customer Service, Collections, Supermarkets, TSYS, Excel, Outlook, PowerPoint, Word, Call Center, Retail
Education
Seminole Community College
none
J.P. Morgan Chase July 2011 - Present
Wells Fargo Advisors June 2010 - November 2010
UBS January 2010 - April 2010
Washington Redskins September 2009 - December 2009
Philly.com June 2009 - August 2009
Salomon Smith Barney June 2009 - August 2009
Morgan Stanley October 2008 - April 2009
Trust Company of Vermont June 2006 - August 2008
Education
The George Washington University - School of Business 2007 — 2011
Grandbridge Real Estate Capital May 2011 - Present
Enterprise Bank & Trust October 2005 - May 2011
J.P. Morgan Chase September 2004 - October 2005
Yetter Consulting Services Inc. & Sales Tax Institute July 2000 - September 2004
Skills
Loans, Commercial Lending, Financial Analysis, Commercial Banking, Underwriting, Sales Management, Sales, Finance, Real Estate, Commercial Mortgages, Portfolio Management, Credit, Banking, Investments, Credit Analysis, Commercial Real Estate, Analysis
Education
CCIM 2012 — 2015
Cadidate
The University of Kansas 1996 — 2000
BS, Business Administration
Fidelity Investments September 2010 - Present
J.P. Morgan Chase October 2009 - September 2010
Merrill Lynch April 2006 - March 2009
Wells Fargo Private Bank July 2001 - April 2006
Skills
Wealth Management, Strategic Financial..., Retirement Planning, Financial Services, 401k, Investment Strategies, Relationship Management, Financial Advisory, Investment Advisory, Securities, Financial Analysis
Education
San Jose State University 2001 — 2003
Bachelor of Science (BS), Management Information Systems
Cushman & Wakefield April 2014 - Present
ARROJO December 2012 - November 2013
J.P. Morgan Chase September 2009 - December 2012
Business Club August 2007 - May 2009
First Investors May 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Skills
Proficent in Microsoft..., JMP (SAS Software), Sales Force, Personal Finance, Financial Advisory, New Business Development, Small Business, Direct Sales, Time Management, Team Leadership, Hard Worker, Corporate Finance, Securities, Equity Capital Markets, Financial Markets, Fixed Income Products, Wealth Management, Asset Management, Valuation, Business Development, Business Analysis, Financial Modeling, Financial Analysis, Asset Managment, Competitive Analysis, Fixed Income, Management, QuickBooks, Inventory Analysis, Inventory Management, Production Planning, Production Budgeting, Budget Forecasts, Compensation Strategies, Financial Accounting, Accounts Payable, Accounts Receivable, Title IV, Capital Markets, Sales
Education
University of Rochester - William E. Simon Graduate School of Business Administration (CH) 2011 — 2012
Masters, Masters in Finance
State University of New York College at Fredonia 2005 — 2009
Bachelor's Degree, Business Administration, Cum Laude Recognition
American University of Rome 2008 — 2008
International Finance
World Financial Group (WFG) April 2011 - Present
Xcluciv Barber Supply December 2014 - Present
Central Turf & Irrigation Supply 2012 - September 2014
J.P. Morgan Chase May 2009 - July 2010
Combined Life Insurance Ny June 2006 - April 2009
Skills
Nonprofits, Marketing, Microsoft Excel, Series 6, Customer Service, Leadership, Investments, Real Estate, Social Networking, Fundraising, Public Speaking, Finance, Negotiation, Microsoft Office, PowerPoint, Sales, Social Media, Management, Microsoft Word, Event Planning, Budgets, Marketing Strategy
Education
Stony Brook University 2002 — 2005
Mechanical Engineering, General Diploma
None January 2011 - April 2015
American Arbitration Association March 2003 - January 2011
J.P. Morgan Chase February 1975 - February 2002
Skills
Java Enterprise Edition, Java, Databases, SQL, JavaScript, Oracle, Web Services, Subversion, JSP, Eclipse, Apache, Struts, jQuery, PL/SQL, Web Applications, Beginning Android
Education
New York University 1977 — 1983
M.B.A, Quantitative Analysis
New York University - Leonard N. Stern School of Business 1977 — 1983
MBA, Quantitative Analysis
The George Washington University 1967 — 1969
BA, Psychology
The George Washington University 1967 — 1969
B.A, Psychology
J.P. Morgan Chase November 2014 - Present
Fifth Third Bank March 2014 - October 2014
Fifth Third Bank 2013 - March 2014
Fifth Third Bank December 2012 - November 2013
Dots Fashions July 2011 - December 2012
Footlocker May 2010 - June 2011
Lady Foot Locker August 2009 - May 2010
Lady Foot Locker March 2009 - August 2009
Lady Foot Locker September 2008 - March 2009
Skills
Visual Merchandising, Loss Prevention, Store Management, Customer Service, Recruiting, Sales, Training
Education
The Ohio State University 2003 — 2008
Bachelor of Science, Textiles and Clothing (Fashion and Interior Merchandising)
Maple Heights High School 1999 — 2003
diploma, College Prep
Nationwide Insurance February 2015 - Present
J.P. Morgan Chase February 2014 - January 2015
Abbott Nutrition November 2012 - December 2013
Ohio Wesleyan University July 2007 - November 2012
Commerce National Bank February 2003 - May 2007
Ashland January 2000 - January 2003
Skills
Windows, Active Directory, VMware, Linux, Security, Operating Systems, Servers, Disaster Recovery, Technical Support, Windows 7, Networking, Microsoft Technologies, Virtualization, OS X, Hardware, Computer Security, Microsoft SQL Server, Windows Server, Help Desk Support, VMware ESX, Computer Hardware, Access, Troubleshooting, Technical Writing, Network Administration, System Administration, Microsoft Exchange, Cisco IOS, Lotus Notes
Education
The Ohio State University
Bachelor, Economics/Computer Information Systems
eBay Enterprise September 2014 - Present
eBay Enterprise December 2013 - Present
eBay Enterprise July 2011 - December 2013
GSI Commerce October 2006 - August 2011
J.P. Morgan Chase November 2005 - August 2006
Skills
E-commerce, Product Management, Cross-functional Team..., Client Services, Problem Solving, B2B eCommerce, E-commerce Solutions, Business Analysis, Business Strategy, Account Management, Client Communication, Client Relationship..., Client Engagement, Team Leadership, Sales Management, Sales Support, New Business Development, CRM, Leadership, Sales Operations, Online Advertising, Vendor Management, Business Development, Management, SEO, Project Management, Integration, Team Management, Start-ups, Marketing, Analytics, Omniture, B2B, Strategy, Enterprise Software, Customer Engagement, SDLC, Program Management, Requirements Analysis, Process Improvement, Software Project..., Agile Methodologies
Education
University of Pennsylvania - The Wharton School 2008 — 2009
Post Baccalaureate, Marketing
Syracuse University 2003 — 2005
M.S. Engg Mgmt, Information Technology & Supply Chain Management
K. J. Somaiya Coll. of Engg, Mumbai University 1998 — 2002
B.E., Production (Industrial) Engineering
J.P. Morgan Chase February 2004 - Present
Skills
Program Management, SDLC, Business Analysis, Vendor Management, Portfolio Management, Trading Systems, Investment Banking
Education
Rutgers University-New Brunswick
B.A., Economics
Rutgers, The State University of New Jersey-New Brunswick
B.S, Computer Engineering
Bill Me Later / PayPal March 2011 - April 2015
Bill Me Later / PayPal July 2008 - March 2011
Reuters May 2007 - July 2008
Accenture September 2004 - May 2007
Wells Fargo September 2006 - January 2007
Barclays Global Investors May 2006 - August 2006
TravelPort February 2006 - May 2006
ABN Amro March 2005 - February 2006
The Bond Market Association October 2004 - February 2005
J.P. Morgan Chase August 2004 - October 2004
Skills
Agile Project Management, Scrum Master, Software Project..., Java, XML, Hibernate, J2EE, JBoss, Struts, HTML, C++, C#, SQL Server, Unix, Perl, Operating Systems, Eclipse, Visio, Tomcat, RichFaces, XHTML, Apache, Oracle, SOA, SOAP, JSF, Rally, Agile, Agile Methodologies, Web Applications, Software Development, JBoss Application Server, SQL, Web Services, JDBC, Databases, Spring, PL/SQL, Scrum, Spring Framework, Selenium, Java Enterprise Edition, Websphere, Microsoft SQL Server
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2010
Product Management Training
Polytechnic Institute of New York University 1999 — 2003
B.S, Computer Science
Wolters Kluwer June 2008 - Present
NYC DoITT 2004 - 2008
Watson Pharmaceuticals March 2003 - February 2004
Headstrong February 2001 - February 2004
J.P. Morgan Chase February 2001 - February 2003
Online Retail Partners September 2000 - December 2000
Skills
Server Architecture, SDLC, Oracle, Requirements Analysis, CRM, Databases, Enterprise Architecture, Process Improvement, Siebel, Scrum, Quality Assurance, Agile Methodologies, SharePoint, Waterfall, Management, Business Analysis, Vendor Management, Software Project...
Education
The George Washington University 1994 — 1998
Ransom Everglades 1990 — 1994
New York Sports Club March 2014 - Present
New York Sports Club September 2013 - Present
Quantum Performance Training July 2009 - December 2013
New York Sports Club October 2011 - September 2013
Marc Siegel 2009 - September 2011
All About Appraisals, Inc. June 2005 - July 2009
J.P. Morgan Chase March 2002 - May 2005
Skills
Strength Training, Cardio, Corrective Exercise, Performance Enhancement, Sports Medicine, TRX Certified, Sports, Public Speaking, Sales, Coaching, Customer Service, Leadership, Management, Marketing, Sales Management, New Business Development, Team Building, Direct Sales, Recruiting, Strategic Planning
Education
State University of New York College at Brockport 1994 — 1997
Quri June 2015 - Present
GitPrime — Engineering Intelligence March 2015 - Present
InvestCloud, Inc. 2013 - Present
UserTesting.com 2012 - Present
RepairClinic.com 2010 - Present
Kern Whelan Capital, LLC 2007 - Present
Shopatron 2007 - Present
Prosper Marketplace, Inc. 2004 - 2006
J.P. Morgan Chase 2001 - 2004
Hambrecht & Quist 1999 - 2001
Skills
Venture Capital, Private Equity, Corporate Development, Start-ups, Investments, Valuation, Financial Modeling, Entrepreneurship, Alternative Investments, Due Diligence, Strategic Partnerships
Education
University of Chicago Law School 1991 — 1994
J.D., Law
Stanford University 1989 — 1990
M.A., English
Stanford University 1985 — 1989
B.A., English
Citigroup - Marketing 2004 - Present
Citigroup 2004 - Present
J.P. Morgan Chase 1987 - 2004
Macy's by Mail 1999 - 2001
Education
Saint John's University 1982 — 1986
St. John's University, The Peter J. Tobin College of Business 1982 — 1986
The Ohio State University Wexner Medical Center November 2013 - Present
The Ohio State University Medical Center April 2012 - Present
The Ohio State University Medical Center January 2010 - June 2012
Nationwide Childrens Hospital April 2009 - January 2010
The Ohio State University Wexner Medical Center January 2002 - April 2009
J.P. Morgan Chase 1999 - 2002
Skills
Healthcare Management, Healthcare Information..., Informatics, Healthcare, Hospitals, Revenue Cycle, EMR, EHR, Clinical Research, Data Analysis
Education
The Ohio State University 2005 — 2008
M.H.A., Health Services Policy and Management
The Ohio State University 1994 — 2000
B.S., Health Information Management and Systems
RR Donnelley March 2010 - Present
J.P. Morgan Chase October 2007 - February 2010
CITI Fund Services (formerly BISYS Fund Services) November 1999 - October 2007
M-E Companies June 1996 - October 1999
Skills
Mutual Funds, Financial Reporting, Fund Accounting, Hedge Funds, Fund Administration, Fund Of Funds, Product Management, Product Development, Investments, Business Analysis, Management, Cross-functional Team..., Business Requirements, Financial Services, Budgets, Equities, SEC filings
Education
The Ohio State University Fisher College of Business 2005 — 2007
MBA, General
The Ohio State University Fisher College of Business 1995 — 1999
BSBA, Finance
US Department of Justice, Antitrust Division 2006 - Present
University of California, Berkeley Law School 2014 - Present
Marin Women's Commission 2011 - Present
University of California, Hastings College of the Law 2012 - 2013
United States Attorney, Northern District of California 2010 - 2010
United States District Court 2005 - 2006
Gibson, Dunn & Crutcher LLP 2003 - 2003
J.P. Morgan Chase 1996 - 1999
Skills
Fluent Spanish, Trials, White Collar Criminal..., Litigation, Appeals, Legal Research, Civil Litigation, Legal Writing, Class Actions, Courts, Commercial Litigation, Trial Practice, Criminal Law
Education
University of California, Berkeley - School of Law 2001 — 2005
JD
Yale University 1992 — 1996
BA, Economics, Womens Studies
J.P. Morgan Chase November 2003 - Present
NASD July 1995 - November 2003
Education
Rockhurst University 2002 — 2005
MBA
University of Nebraska-Lincoln 1988 — 1992
B.S., Finance & Economics
Huntington National Bank July 2012 - Present
Franklin University June 2010 - Present
JPMorgan Chase September 2004 - July 2012
J.P. Morgan Chase June 2003 - September 2004
Bank One, NA January 2003 - June 2003
J.P. Morgan Chase June 2001 - January 2003
Skills
Outsourcing, Banking, PMO, Vendor Management, Financial Modeling, Project Management, Data Analysis, Risk Management, Business Analysis, Process Engineering, Operational Risk..., Access, Financial Risk, Process Improvement, Business Strategy, Strategic Planning, Financial Analysis, Sales, Retail Banking, Visio, Treasury Management, Operations Management, Program Management, Product Launch
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Finance; Strategy
The Ohio State University Fisher College of Business 1999 — 2003
B.S., Operations Management
J.P. Morgan Chase May 2014 - Present
Merrill Lynch 2004 - June 2014
Education
Jacksonville University 2007 — 2009
Master of Business Administration (MBA), Finance, General
Rutgers University-New Brunswick 2000 — 2004
J.P. Morgan Chase September 2012 - Present
J.P. Morgan Chase August 2010 - August 2012
Business Point, Inc. January 2008 - January 2009
Random House June 2006 - December 2007
Lockheed Martin 2004 - 2006
Education
New York University, Stern School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance, Accounting & Entrepreneurship
Stevens Institute of Technology 2003 — 2005
Master of Engineering (M.Eng.), Systems Engineering
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
Bachelor of Science (B.S.), Computer Engineering
Triple Crown June 2015 - Present
KeyStaff June 2014 - May 2015
J.P. morgan Chase November 2003 - April 2014
Skills
Management, Customer Service, Sales, Credit, Coaching, Loans, Banking, Temporary Placement, Finance, Branch Banking, Policy, Risk Management, Sales Management, Leadership, Microsoft Office, Account Management, Strategic Planning, Team Building, Recruiting, Human Resources
Education
Texas A&M University-Corpus Christi
Eisai March 2009 - Present
Bayer Business Services GmbH March 2008 - February 2009
Chase Home Finance April 2007 - February 2008
Merck January 2006 - March 2007
Johnson & Johnson June 2005 - December 2005
J.P. Morgan Chase June 2003 - May 2005
Pfizer November 2002 - May 2003
Bank of America January 2002 - October 2002
The MITRE Corporation July 2001 - December 2001
Johnson & Johnson Health and Wellness Solutions, Inc. December 1999 - June 2001
Skills
Business Intelligence, Business Analysis, Data Warehousing, Analytics, Web Services, ETL, Microsoft SQL Server, SAS, SQL, VBA, SDLC, Databases, Data Modeling, Data Analysis, Pharmaceutical Industry, Data Management, Requirements Analysis, Unix, Analysis, Oracle, SAS Programming, Business Objects, PL/SQL, Validation
Education
State University of New York at Buffalo 1992 — 1994
Master of Business Administration (M.B.A.), Management Information Systems, General
State University of New York College at Buffalo 1986 — 1991
Bachelor of Science (B.S.), Electrical and Electronics Engineering
J.P. Morgan Chase January 2003 - Present
Skills
Banking, Credit, Commercial Lending, Fixed Income, Portfolio Management, Loans, Mortgage Lending, Investments, Equities, Commercial Banking, Small Business Lending, Credit Analysis, Relationship Management, Lines Of Credit, Consumer Lending, Commercial Mortgages, Financial Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1989 — 1992
Pierre Fabre USA June 2014 - Present
BioArray Solutions April 2013 - Present
BioArray Solutions June 2009 - April 2013
Accume Partners September 2005 - January 2009
haggerty and haggerty 2000 - 2004
J.P. Morgan 1999 - 2000
J.P. Morgan Chase 1999 - 2000
MorganChase 1999 - 2000
Raymond S. Haner CPA 1996 - 1998
Skills
Cost Accounting, General Ledger, Forecasting, Financial Analysis, Financial Statements, Internal Audit, Sarbanes-Oxley, Budgets, Microsoft Excel, Fixed Asset Management, Sarbanes-Oxley Act, Accounting, GAAP, Internal Controls, US GAAP, Financial Reporting, Auditing, Variance Analysis, Account Reconciliation, Process Improvement, Financial Accounting, Hyperion Enterprise
Education
Stockton University 1991 — 1995
B.A., Business
NORTH WILDWOOD NJ 1987 — 1991
Public Education April 2008 - Present
Morgan Stanley May 2000 - December 2007
J.P. Morgan Chase 1981 - 1998
Education
State University of New York College at Oswego 1969 — 1973
Charles Schwab February 2015 - Present
Charles Schwab July 2005 - Present
Charles Schwab February 2004 - June 2005
J.P. Morgan Chase September 2000 - November 2001
Hambrecht and Quist July 1997 - September 2000
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Mortgage Lending, Branch Management, Banking, Uniform Combined State..., Securities, FINRA, Series 9, Series 10, Series 66, California Insurance..., Retirement Planning, Investments, Asset Allocation, Financial Services, Retirement, Investment Strategies, Wealth Management..., Trading, High Net Worth..., Relationship Management, Stocks, Wealth, 401k, Investment Advisory, Equities
Education
University of California, Davis 1990 — 1995
Bachelor of Arts (B.A.), International Relations and Economics
Clayton Valley High School 1987 — 1990
College Prep, 9-12
International School of Dusseldorf 1983 — 1986
Middle School
J.P. Morgan Chase April 2013 - Present
Bank of New York Mellon August 2000 - April 2013
Education
State University of New York at Oswego 1988 — 1992
Bachelor's degree, Computer Science and Mathematical Economics
J.P. Morgan Chase January 2013 - Present
J.P. Morgan Chase 2010 - 2013
J.P. Morgan Asset Management 2005 - 2010
J.P. Morgan Private Bank 2001 - 2005
J.P. Morgan 1999 - 2001
Citibank 1997 - 1999
American Stock Exchange (AMEX) 1994 - 1997
Ruder Finn Public Relations 1991 - 1994
Skills
Brand Management, Media Relations, Strategic Communications, Alternative Investments, Asset Management, Management, Public Relations, Marketing Communications, Marketing, Corporate Communications, Social Media, Strategy, Marketing Strategy
Education
University of Texas - Austin 1987 — 1991
BBA, Marketing
J.P. Morgan Chase August 2010 - Present
Wells Fargo Bank October 2006 - April 2010
Skills
Banking, Cash Flow Lending, Commercial Banking, Commercial Lending, Deposits, Insurance, Investments, Small Business Lending, Treasury Management, Variable Annuities, Commercial Mortgages, Credit, Portfolio Management
Education
San Diego State University-California State University 1992 — 1996
PA & Business Finance
University of Colorado Boulder 1991 — 1992
Sunny Hills High School 1987 — 1991
StepStone Group January 2013 - Present
J.P. Morgan Chase October 2009 - August 2010
Delphi Capital Management August 2007 - June 2009
Societe Generale May 2007 - July 2007
J.P. Morgan Private Equity Fund Services, J.P. Morgan Chase April 2006 - May 2007
J.P. Morgan Chase May 2004 - March 2006
Skills
Investments, Customer Service, Banking, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Outlook, Research, Social Media, Marketing, Event Planning, Accounting, Photoshop, Public Speaking, Access, Teamwork, Sales, Insurance
Education
Peter J. Tobin College of Business
Bachelor of Science, Finance
Saint John's University
J.P. Morgan Chase October 2011 - Present
MEI Mail Services September 2007 - October 2011
Cintas Document Management November 2003 - September 2007
Skills
Management, Leadership, Strategic Planning, Analysis, Cross-functional Team..., Program Management, Process Improvement, Finance, Business Strategy, Business Development, Management Consulting, Team Building, Forecasting, Project Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2010
MBA, Business Administration
United States Military Academy at West Point 1989 — 1993
Bachelor of Science (B.S.), American Legal System
AAA Auto Club South June 2011 - Present
J.P. Morgan Chase December 2008 - June 2010
Skills
Customer Service, Microsoft Word, Microsoft Excel, Marketing, Account Management, Insurance, Fitness Instruction, PowerPoint, Fitness Training, Sales Management, Microsoft Office, Sales, Investments, Life Insurance
Education
Southern Illinois University, Edwardsville 1997 — 2000
Bachelor's Degree, Mass Communications
First Community Bank of Texas 2008 - 2009
Alliance Bank of Arizona 2006 - 2008
J.P. Morgan Chase June 1988 - April 2006
Southwest Savings & Loan 1985 - 1988
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit Analysis, Credit, Loans, Banking, Credit Risk, Corporate Finance, Financial Institutions, Portfolio Management, Leadership, Risk Management, Cash Management, Mergers & Acquisitions, Consumer Lending, Private Banking, Executive Management, Lines Of Credit, Treasury Management, Loan Origination, Retail Banking, Mortgage Lending, Multi-Site Bank..., Sales Management, Strategic Planning, New Client Acquisitions, Client Retention..., Business Development, Cross Selling, Expense Control, Portfolio Balancing, Credit Review, Underwriting, Change Management, Regulatory Compliance, Staff Recruitment, Staff Development &..., Merger Integration, Relationship Management, Financial Risk
Education
University of Arizona 1969 — 1973
Bachelor of Science (BS), Business
J.P. Morgan Chase November 2013 - Present
Education
Sacred Heart University 2007 — 2011
BA, Accounting
Risk3, Inc. February 2006 - Present
SecureNet LLC October 2011 - January 2014
PHH Corporation September 2009 - April 2011
Resources Global Professionals July 2009 - September 2009
Zurich Financial Services July 2006 - July 2009
SafeNet, Inc. July 2005 - March 2006
J.P. Morgan Chase August 2001 - July 2005
J.P. Morgan May 1997 - August 2001
J.P. Morgan July 1992 - May 1997
Primerica (now known as Citibank) 1989 - 1992
Skills
Risk Management, Internal Audit, Internal Controls, IT Audit, Program Management, People Management, Thought Leadership, Situational Leadership, Team Leadership, Team Building, Team Management, Lean Six Sigma, IT Security, Information Risk..., Business Process..., SOX, Model Audit Rule (MAR), PCI DSS, Compliance, Information Security, Enterprise Risk..., Process Improvement, Risk Assessment, Security, Auditing, Information Security..., Strategy, Business Process, Leadership, Information Technology, Management
Education
Villanova University 2000 — 2002
Executive MBA, Business Administration
University of Baltimore 1982 — 1985
BS, Business Administration / Information Systems
US Bank May 2014 - Present
J.P. Morgan Chase August 2012 - Present
Bank of America November 2009 - August 2012
Chrysler Financial January 2008 - September 2009
Chrysler Financial January 2003 - January 2008
Chrysler Financial June 1998 - January 2003
Skills
Leadership, Portfolio Management, Team Leadership, Sales, Credit, Management, Analysis, Credit Analysis, Banking, Finance, Risk Management, Customer Service, Sales Operations, Retail, Consumer Lending
Education
The University of Kansas 1989 — 1992
Bachelors, Communication Studies
Western Federal Credit Union April 2015 - Present
Pro Martial Arts Franchise Corp May 2013 - April 2015
Capital One Bank January 2007 - December 2012
Capital One Bank January 2006 - January 2007
J.P. Morgan Chase January 2005 - July 2006
Charles Schwab November 1999 - December 2004
Feature Film Production January 1990 - October 1999
Skills
Banking, Leadership, Credit, Small Business Lending, Retail Banking, Management, Portfolio Management, Loans, Financial Services, Commercial Banking, Training, Mortgage Lending, Investments, Consumer Lending, Commercial Lending, Risk Management, Recruiting
Education
Texas State University 1985 — 1988
Bridge Bank May 2014 - Present
J.P. Morgan Chase April 2011 - February 2014
Union Bank May 2008 - January 2011
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Accounting and Finance
J.P. Morgan Chase June 2013 - Present
J.P. Morgan Chase December 2012 - May 2013
J.P. Morgan Chase August 2010 - December 2012
Texas Instruments March 2002 - July 2010
Skills
Risk Management, Financial Modeling, Financial Analysis, Process Improvement, Financial Risk, Auditing, Credit, Strategic Financial..., Internal Audit, Internal Controls, Loans, Analysis, Banking, Credit Analysis, Credit Risk, Finance
Education
Southern Methodist University 2015 — 2017
Master's Degree, Sustainability and Development (Urban Development concentration)
Southern Methodist University 2014 — 2016
Master's Degree, Applied Economics
University of Houston-Downtown 2007 — 2010
BBA, Accounting
Amp'd Fitness Incorporated August 2013 - Present
Bally Total Fitness January 2013 - August 2013
J.P. Morgan Chase July 2010 - January 2013
T-Mobile February 2008 - July 2010
St John's University January 2008 - July 2010
St John's University January 2004 - January 2008
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Research, Outlook, Photoshop, Public Speaking, English, Windows, Budgets, Teaching, HTML, Strategic Planning, Banking, Marketing, Time Management, Management
Education
Saint John's University 2004 — 2008
Bachelor's Degree, Sports Management
Saint John's University
Bachelor of Science, Sports Management
J.P. Morgan Chase June 2011 - Present
Quasimoto Interactive, Inc. March 2011 - June 2011
Skills
C#, Testing, JavaScript, Microsoft SQL Server, SQL, .NET
Education
The University of Akron 2009 — 2011
Masters, Computer Science
Student Life Technology Services June 2009 - Present
Ohio Air National Guard April 2004 - April 2010
J.P. Morgan Chase October 2007 - October 2008
Student Life Technology Services September 2005 - October 2007
Skills
Customer Service, PowerPoint, Microsoft Office, Outlook, Analysis, Teamwork, Windows, Microsoft Excel, Customer Relations, Performance Management, Workforce Management, Problem Solving, Supervisory Skills, Incident Management, Performance Metrics, Public Speaking, Software Documentation, Government, Budgets, Employee Management, Employee Training, Program Management, Data Analysis, Leadership, Management, Project Management, Training, Team Building
Education
Defense Information School 2004 — 2005
Technical, Visual Information and Video Production
The Ohio State University
B.A International Studies, Global Intelligence and Security
J P Morgan Chase August 2009 - March 2010
ACCENT Marketing October 2008 - June 2009
AmeriCorps May 2008 - August 2008
J.P. Morgan Chase January 2008 - May 2008
American Eagle Airlines June 2006 - January 2008
Walgreen Drug Store September 2003 - March 2006
Education
The Chicago School of Professional Psychology 2010 — 2012
University of Louisiana at Monroe
Bachelor of Arts, Psychology
J.P. Morgan Chase February 2015 - Present
J.P. Morgan Chase June 2010 - January 2015
Campbell-Ewald July 2007 - June 2010
Prudential Financial December 2004 - April 2007
Prime Global Solutions, Inc. October 2001 - December 2004
Skills
Applications Support, Unix Shell Scripting, Perl, JavaScript, HTML, XML, CSS, Core Java, SQL, SQL Server, Sybase, DB2, Unix, PHP, C, WebObjects, MySQL, Oracle, Linux, Mac OS X, iSeries, Apache, Tomcat, Autosys, CA, Subversion, CVS, Eclipse, DBArtisan, Trading Systems, IBM iSeries, Microsoft SQL Server, OS X, Database Tools
Education
Syracuse University 2011 — 2011
Data Warehousing
University of the Philippines 1997 — 2001
Bachelor of Science, Computer Science
ADT Systems July 2014 - Present
CitiBank / CitiMortgage 2009 - 2013
J.P. Morgan Chase 2008 - 2009
Countrywide Home Loans 2004 - 2007
CitiMortgage & CitiFinancial Mortgage 2001 - 2004
Verizon Yellow Pages 1999 - 2000
Humana 1997 - 1999
West Marketing 1995 - 1996
Skills
Mortgage Lending, Loans, Funding, Home Equity Loans, Sales, Banking, Credit Analysis, Loan Origination, Mortgage Banking, Refinance, Residential Mortgages, FHA
Education
The University of Texas at Austin 1990 — 1995
BBA, Business Administration, Management and Operations
Medical Guardian September 2014 - Present
Medical Guardian April 2014 - August 2014
Directv/Lifeshield Security November 2010 - March 2014
Nutrisystem Inc August 2008 - February 2011
Franklin Bank SSB August 2007 - November 2008
Apex Financial Mortgage December 2005 - July 2007
J.P. Morgan Chase March 2000 - December 2005
Skills
New Business Development, Mortgage Lending, Business Development, Strategic Planning, Mortgage Banking, Call Center, Marketing, Loans, Account Management, Credit, Sales, Customer Acquisition, Cross Selling, Email Marketing, Marketing Strategy, Refinance, Team Building, Customer Service, Salesforce.com, Direct Marketing, Direct Sales, Leadership, Loan Origination, Microsoft Office, Management, Lead Generation, Coaching, Sales Presentations, Customer Retention, Sales Process, FHA, Customer Satisfaction, Negotiation, Call Centers, CRM, Selling, Insurance, B2B, Finance, Cold Calling, Customer Experience, Strategic Partnerships, Time Management, Sales Operations, Competitive Analysis, Training, Forecasting, Solution Selling, Online Advertising, Start-ups
Education
Temple University - Fox School of Business and Management
BBA, Marketing
J. P. Morgan Chase April 2015 - Present
J.P. Morgan Chase August 2012 - March 2015
J.P. Morgan Chase July 2011 - August 2012
American Express August 2009 - June 2011
American Express January 2008 - July 2009
Skills
Access, Analytics, Financial Risk, SAS, Analysis, R, SQL, Risk Management, Statistical Modeling, SAS programming, Credit Cards, Segmentation, Credit Risk, Predictive Modeling, Logistic Regression, Statistics, Econometrics, Optimization, SAS Base, Linear Regression
Education
The University of Georgia 2001 — 2005
Ph.D., Agricultural and Applied Economics
The University of Georgia 2002 — 2004
Master, Statistics
J.P. Morgan Chase December 2010 - Present
Education
The University of Texas at Austin 2002 — 2007
Bachlors of Science, Biochemistry
J.P. Morgan Chase March 2015 - Present
AVI-SPL December 1998 - March 2015
Stamford Center for the Arts 1994 - 1998
Skills
Sound, Video Conferencing, AV, Audio Conferencing, Audio Engineering, Channel Partners, Crestron, Customer Support, Digital Signage, Handle Multiple Projects, Integration, Project Coordination, Project Management, Streaming Media, System Design, Systems Design, Telepresence, Unified Communications, Video
Education
Tulane University 1982 — 1986
BFA, Theatrical Design
Darien High School
DIploma
J.P. Morgan Chase November 2010 - Present
Bank of America June 2004 - October 2010
Education
Texas A&M University 2004 — 2009
JPMorgan Chase & Co. November 2014 - Present
J.P. Morgan Chase January 2012 - October 2014
Merrill Lynch January 2011 - January 2012
Silverleaf Resorts June 2008 - October 2010
Destination Enterprises January 2007 - August 2008
Skills
Wealth Management, Mortgage Lending, Insurance, Asset Allocation, Banking, Credit, Credit Analysis, Customer Service, Financial Analysis, Investment Advisory, Investment Strategies, Investments, Loans, Portfolio Management, Retirement Planning, Series 7, Equities, Leadership, Employee Benefits, Mutual Funds, Retail Banking, Sales
Education
Sam Houston State University 2005 — 2010
BS, General Business Administration
Hospitality Staffing Solutions (Marriott Hotel) September 2010 - Present
Cleveland State University January 2008 - January 2010
J.P. Morgan Chase May 2002 - September 2007
J.P. Morgan Chase Bank May 2002 - September 2007
Education
Strayer University (VA) 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.2
Oncor Electric Delivery August 1969 - Present
J.P. Morgan Chase September 2001 - March 2011
Education
Tarrant County College 1986 — 1991
Associate's degree, Business Administration and Management, General
J.P. Morgan chase August 2011 - Present
J.P. Morgan August 2011 - Present
Albertsons June 2009 - August 2011
Starbucks November 2007 - May 2008
Education
Tarleton State University 2013 — 2015
Bachelor's Degree, Human Resources Management, Junior
Tarrant County College 2010 — 2013
Associate's Degree, Art/Studies, General
Green B. Trimble Technical High School 2004 — 2008
High School diploma
J.P. Morgan Chase May 2011 - September 2012
The Goodyear Tire & Rubber Company July 2008 - July 2010
Hank Haney Vista Ridge July 2005 - April 2008
Landon’s Landscape May 2004 - May 2005
Genezen Healthcare Company September 2004 - December 2004
Horizon Health January 2004 - August 2004
Concentra Health Services November 2002 - December 2003
First American Bank February 2002 - October 2002
Sally Beauty Company, Inc January 2000 - August 2001
Texas Tech University January 1999 - August 1999
Skills
Auditing, Finance, Financial Analysis, Management, Accounting, Banking, Budgets, Cash Management, Due Diligence, Sales, Sarbanes-Oxley Act, Software Documentation, Variance Analysis, Invoicing, Loans, Customer Service, Microsoft Excel, Microsoft Office, Time Management, Team Building
Education
Texas Tech University
Bachelor of Business Administration, Finance
BBVA Compass June 2010 - Present
Stovall, Grandey, & Allen, PC June 2005 - July 2010
J.P. Morgan Chase March 1989 - June 2005
Skills
Small Business Lending, Consumer Lending, Banking, Loans, Mortgage Lending, Commercial Banking, Credit Analysis, Opening New Accounts, Financial Analysis, General Ledger, Call Reporting, Department Budgeting, Department Budget..., Department..., Infrastructure...
Education
Tarrant County College
J.P. Morgan Chase August 2013 - Present
Department of Corrections and Community Supervision January 2013 - April 2014
University at Albany August 2009 - May 2013
Skills
Microsoft Office, Public Speaking, Management, PowerPoint, Research, Microsoft Word
Education
SUNY Albany 2009 — 2013
J.P. Morgan Chase December 2012 - Present
Music City Lawn Care May 2006 - Present
Education
Tennessee State University 1997 — 2002
Bachelor of Arts (B.A.), History
Tennessee State University
J.P. Morgan Chase June 1975 - March 1998
Education
Southern Methodist University 1959 — 1963
Bachelor’s Degree, Banking, Corporate, Finance, and Securities Law