JP Morgan Chase & Co.
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. Customer service: 1 (800) 935-9935 Headquarters: New York City, NY CEO: Jamie Dimon (Dec 31, 2005–) Founder: J. P. Morgan Subsidiaries: Chase Bank, J.P. Morgan & Co., WePay, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
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JP Morgan Chase & Co. Employees
GEMSA Loan Services February 2015 - Present
Shellpoint Mortgage Servicing October 2012 - February 2015
Champions Real Estate Group April 2007 - December 2012
JP Morgan Chase & Co January 2001 - November 2010
Skills
Human Resources, Negotiation, Credit, Mortgage Servicing, Selling, Banking, Short Sales, Real Estate, Outlook, Operations Management, Training, Marketing, Single Family Homes, Microsoft Excel, Sales Management, Microsoft Office, First Time Home Buyers, Investments, Investment Properties, Customer Service, Recruiting, Management, New Business Development, Foreclosures, Contract Negotiation, Mortgage Lending, Sales, Team Building, Residential Homes, Customer Satisfaction
Education
Keller Graduate School of Management 2010 — 2012
MBA, Human Resources
University of Houston-Downtown 2001 — 2009
Management, Business Administration
Saks Fifth Avenue October 2014 - January 2015
Starry Jewelry Taobao Store April 2013 - December 2013
J.P. MORGAN CHASE & CO. November 2012 - December 2012
CINDA SECURITIES CO. LTC August 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Project Planning, Competitive Analysis
Education
Academy of Art University 2014 — 2017
Master of Fine Arts (M.F.A.), Fashion Merchandising
University of Waterloo 2009 — 2013
Bachelor's degree, Math/Financial Analysis Risk Management
Samuel A. Ramirez & Co February 2011 - Present
Goldman Sachs August 2008 - February 2011
Goldman Sachs May 2004 - August 2008
J.P. Morgan January 2001 - May 2004
J.P. Morgan Chase & Co May 2000 - January 2001
J.P. Morgan Chase & Co May 1996 - May 2000
Skills
Fixed Income, Middle Office, Bloomberg Terminal, Municipal Bonds, Regulatory Affairs, Series 7, Series 63, Settlement, Bonds, Trading, Bloomberg TOMS, Ipreo, Trading Systems, Back Office, Derivatives, Options, Money Market, Equities, FX Options, Funding, Electronic Trading, Equity Trading, Emerging Markets, Financial Risk, Series 24
Education
Fordham University
Bachelor of Science, Finance and Marketing
J.P. Morgan Chase & Co. September 2014 - Present
US Army July 2009 - July 2014
Cap Gemini Ernst & Young January 2001 - December 2007
United States Marine Corps May 1989 - April 1997
Skills
Strategic Planning, Corporate Finance, Management Consulting, Business Development, Operational Planning, Mergers & Acquisitions, Budget Forecasts, Enterprise Software, System Deployment, Oil & Gas Industry, Utility Industry, Missile Defense, Military Operations, Financial Modeling, Risk Management, Leadership, Security Clearance, Military, Business Strategy, Consulting, Tactics, Training, Army, Military Logistics, National Security, Intelligence, Military Training, Defense, Military Experience, Information Assurance, Program Management, Management, Business Analysis, Business Process...
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Economics
Southern Christian University 1998 — 2002
Bachelor of Science (BS), Management Communication
Self-employed 1999 - Present
J.P. MORGAN CHASE & CO. 1990 - 1999
SHEARSON LEHMAN HUTTON INC. 1986 - 1990
Skills
Investments, Marketing Communications, Financial Services, Marketing Strategy, Editing, Wealth Management, Marketing Research, Private Banking, Content Development, Banking, Publications, Investment Banking, Social Media, Leadership, Social Networking, Management
Education
Brandeis University
Doctor of Philosophy (Ph.D.), History of American Civilization
Columbia University in the City of New York
A.B., M.A., History
J.P. Morgan Chase & Co. May 2014 - Present
University of Houston January 2012 - Present
UNICEF at University of Houston January 2012 - June 2012
University of Houston January 2011 - December 2011
Bakersfield College January 2010 - June 2010
Skills
Energy Industry, Financial Modeling, Market Analysis, Energy Trading, Finance, Corporate Finance, Derivatives, Futures Trading, Investments, Valuation, Accounting, Financial Accounting, Advanced Microsoft Excel, Advanced Microsoft..., Advanced Microsoft..., Microsoft Office, Fluent Vietnamese, Fluent English, Teamwork, Team Management
Education
University of Houston, C.T. Bauer College of Business 2011 — 2013
Bachelor of Business Administration (BBA), Finance, General, Senior
The University of Texas at Austin 2010 — 2010
Economics
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase & Co. November 2013 - March 2015
J.P. Morgan Chase & Co. March 2011 - November 2013
JPMorgan Chase & Co. March 2009 - March 2011
JPMorgan Chase & Co. October 2007 - March 2009
JPMorgan Chase & Co. September 2006 - October 2007
JPMorgan Chase & Co. November 2002 - September 2006
Skills
Management, Team Building, Team Leadership, Leadership Development, Sales, Sales Management, Customer Service, Customer Satisfaction, Banking, Employee Training, Leadership, Coaching, Retail, Time Management, Hiring, Profit, Credit, P, Loans, Interviews, Consumer Lending, Teamwork, Branch Management, Performance Management, Retail Banking, Relationship Management, Financial Services, Risk Management, Portfolio Management
Education
Mount Holyoke College
Bachelor of Arts (B.A.), Psychology
Universal American Mortgage Company February 2013 - Present
JCIII & Associates September 2011 - February 2013
JP Morgan Chase & Co July 2010 - September 2011
Bank of America October 2009 - July 2010
Numerica Mortgage, LLC September 2008 - October 2009
Kemper Mortgage, Inc. March 2007 - September 2008
Skills
401k, Accounting, Brokers, Commercial Insurance, Credit, Customer Service, Disability Insurance, Employee Benefits, Estate Planning, Expenses, FHA, Finance, Financial Planners, Financial Risk, Financial Services, Fixed Annuities, Funding, General Insurance, Health Insurance, IRAs, Indemnity, Insurance, Interviews, Investments, Lead Generation, Leadership, Life Insurance, Loan Origination, Loans, Long Term Care Insurance, Long-term Care, Management, Marketing, Medicare, Mortgage Lending, Mutual Funds, Networking, Property, Property & Casualty..., Recruiting, Retirement, Retirement Planning, Sales, Sales Management, Selling, Small Business, Software Documentation, Strategic Financial..., Term Life Insurance, Terminology
Education
University of South Florida 1996 — 2005
Bachelor of Science (B.S.), English (Creative Writing)
J.P. Morgan Chase & Co. August 1984 - Present
JPMorgan Chase August 1984 - Present
Kmart Corporation November 1978 - August 1984
Skills
Banking, Lotus Notes, Accounting, Customer Relations, Excel, Data Analysis, Problem Solving, Word, Credit, Reconciliations, Customer Service, Process Improvement, Mergers, Documentation, Auditing, Cash Management, Accounts Payable, General Ledger, Compliance, Reconciliation, Accounts Receivable, Microsoft Office, Credit Risk, Account Reconciliation, Software Documentation, Insurance, Financial Analysis, Budgets, Risk Management, Financial Reporting, Finance, Management, Access, Teamwork, Forecasting, Business Analysis, Microsoft Excel, Microsoft Word, Loans, Financial Modeling, Strategic Financial..., Invoicing, Financial Services, Credit Analysis, Investments, Mutual Funds, Portfolio Management, Securities, Corporate Finance, Asset Management
Education
Bishop Kearney
Monroe Community College
Business
University of Pennsylvania May 2012 - Present
ING Financial Partners July 2010 - September 2011
J.P. Morgan Chase & Co. July 2009 - July 2010
Education
University of Pennsylvania
Graduate School of Education: Ph.D., Education Policy
University of Pennsylvania
Graduate School of Education: M.S.Ed., Education Policy
University of Pennsylvania
B.A., Major: Economics; Minors: Statistics, Political Science
Delbarton School
KPMG US July 2014 - Present
Grant Thornton LLP July 2012 - July 2014
Lockheed Martin January 2012 - July 2012
JPMorgan Chase August 2011 - January 2012
J.P. Morgan Chase & Co. June 2011 - August 2011
General Merchant Capital September 2009 - August 2010
Stroll February 2008 - June 2010
Jumpstart October 2004 - June 2006
Skills
Project Management, CRM, Access, Analysis, Leadership, Account Management, Operations Management, Databases, E-commerce, Troubleshooting, Time Management, Microsoft Office, Customer Service, Data Analysis, PowerPoint, Microsoft Excel, Financial Analysis
Education
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor of Business Administration (BBA), Management Information Systems
Arcadia University 2006 — 2006
Spanish Studies
The George Washington University 2004 — 2006
Business Administration
Mesirow Financial March 2014 - Present
United Airlines November 2009 - March 2014
Teva Pharmaceuticals US June 2008 - June 2009
UBS April 2004 - June 2008
J.P. Morgan Chase & Co. July 2002 - April 2004
Skills
Disaster Recovery, Business Continuity, Business Continuity..., Vendor Management, Project Management, Risk Management, Management, Infrastructure, Incident Management, Emergency Management, Project Planning, Program Management, Contingency Planning, Crisis Management, Analysis, Quality Assurance, Testing, Disaster Response, Program Development, LDRPS, Business Impact Analysis, Business Continuity..., Disaster Recovery..., Disaster Preparedness, RPX, Business Analysis
Education
Stevens Institute of Technology - Howe School of Technology Management
Master of Science (MS), Information Systems - Technology Management
Rutgers, The State University of New Jersey - Rutgers Business School 1999 — 2003
Bachelor of Science (B.S.), Management Science and Information Systems
JPMorgan Chase July 2013 - Present
JPMorgan Chase August 2012 - July 2013
J.P. Morgan Chase & Co. June 2011 - August 2011
Morgan Stanley, Van Kampen Investments June 2007 - June 2010
AG Edwards and Associates November 2006 - December 2006
National Football League April 2006 - September 2006
Skills
Equities, Financial Analysis, Valuation, Financial Modeling, Data Analysis, Investments, Series 7, Capital Markets, Project Management, Series 63, Management, Finance, Securities, Portfolio Management, Analysis, Mutual Funds, Bloomberg, Investment Management
Education
The Ohio State University, Fisher College of Business 2010 — 2012
Master of Business Administration, Investment Management & Strategy
Duke University 2001 — 2005
Bachelor of Arts, Public Policy Studies
BlackRock May 2015 - Present
BlackRock March 2013 - May 2015
BlackRock September 2010 - March 2013
Russell Investment Group September 2006 - September 2010
JP Morgan Chase & Co January 2002 - September 2006
Skills
Portfolio Management, Fixed Income, Bloomberg, Derivatives, Asset Managment, Asset Allocation, Investments, Capital Markets, Trading, Financial Modeling, Investment Strategies, Investment Management, Asset Management, Mutual Funds, ETFs, Equities
Education
University of California, Berkeley 1994 — 1998
BA, Economics
Decatur HS
Economics
J.P. Morgan Chase & Co. June 2012 - Present
Harvard University November 2008 - May 2012
J.P. Morgan Chase & Co. June 2011 - August 2011
StudentBusinesses.com (now iStart) January 2009 - October 2009
Split Second Sport June 2008 - August 2009
Skills
UKCC Level 2...
Education
Harvard University 2008 — 2012
BA (Magna Cum Laude), Economics
Beijing Language and Culture University 2010 — 2010
Chinese
MetLife June 2013 - Present
J.P. Morgan Chase & Co. April 2006 - June 2013
barclaycard March 2004 - March 2006
J.P. Morgan Chase & Co. (formerly Bank One) May 1998 - January 2004
Bank One / First USA (now JP Morgan Chase & Co.) September 1996 - May 1998
First USA Bank (now JP Morgan Chase & Co.) September 1994 - September 1996
General Mills, Inc. August 1991 - September 1994
General Mills, Inc. May 1988 - August 1991
Skills
Call Centers, Leadership, Operations Management, Management, Customer Satisfaction, Vendor Management, Talent Management, Call Center, P&L Management, Human Resources, Coaching, Credit Cards, Banking, Customer Experience, Workforce Management, Process Improvement, Financial Services, Change Management, Strategy, Team Management, Customer Service, Relationship Management, Team Leadership, Team Building, Business Development, Risk Management, Business Process..., Analysis, Performance Management, Cross-functional Team..., Executive Management, Business Analysis, Analytics, Strategic Planning, Customer Retention, Program Management, Customer Acquisition, Mergers, Talent Acquisition, Motivation, Vision Development, Mergers & Acquisitions
Education
University of Wisconsin - Madison 1982 — 1984
MBA
Grinnell College 1977 — 1981
BA
Bettendorf High School
Allyson Consulting July 2010 - Present
J.P. Morgan Chase & Co. July 2005 - July 2010
American Bank August 2003 - May 2005
Skills
Stock Control, Stock Management, Marketing Communications, New Business Development, Business Analysis, Business Strategy
Education
Harvard University 2001 — 2005
Master's degree, Business, Management, Marketing, and Related Support Services, A
Bentley College 1999 — 2001
Bachelor's degree, Business/Commerce, General, A
J.P. Morgan Chase & Co. August 2013 - Present
Barclays Capital 2008 - 2011
Lehman Brothers 2007 - 2008
Education
University of Virginia Darden School of Business
Master of Business Administration (M.B.A.), Finance
Franklin & Marshall College
Bachelor's Degree, Double Major: Business and English Literature
The Park School of Baltimore
High School
J.P. Morgan Chase & Co. February 2012 - Present
Lehman Brothers Asset Management August 2008 - February 2012
Citigroup Global Markets March 1997 - August 2008
Federal Reserve Bank of Chicago 1994 - 1997
Education
The University of Chicago - Booth School of Business 1996 — 1997
MBA
University of Missouri-Columbia 1986 — 1990
BA
Citi October 2010 - Present
Dow Jones & Co. June 2009 - October 2010
J.P. Morgan Chase & Co. July 2007 - January 2010
Citi March 2004 - July 2007
The Bivings Group December 2000 - May 2003
U.S.-Russia Business Council December 1999 - December 2000
CARMA International June 1999 - December 2000
Skills
Project Management, Risk Management, Program Management, Financial Services, Vendor Management, Business Analysis, Portfolio Management, Strategy, Financial Analysis, Analysis, Banking, Analytics, Relationship Management, Process Improvement, Management, Financial Modeling, Product Management, Business Development, Mergers, Business Strategy, Strategic Planning, PMO, Finance, Governance, Budgeting, Business Process..., Outsourcing, IT Outsourcing, Offshoring
Education
University of South Carolina - Darla Moore School of Business 2003 — 2005
IMBA, Operations and Information Systems
The George Washington University 1996 — 1999
BA, International Affairs
Gerson Lehrman Group January 2012 - Present
Gerson Lehrman Group November 2004 - December 2011
Gerson Lehrman Group 2004 - March 2007
J.P. Morgan Chase & Co. September 2001 - September 2004
J.P. Morgan Chase & Co. September 1998 - September 1999
U.S. Department of State, Dublin Ireland May 1997 - September 1997
Adamson's Associates (now Weber Shandwick Worldwide), Brussels Belgium January 1997 - June 1997
Office of Congressman Ben Gilman, Washington DC June 1996 - August 1996
Skills
Sales, Sales Management, New Business Development, Business Strategy, Management, Account Management, Team Leadership, Leadership, Talent Management, Talent Acquisition, Direct Sales, Sales Process, International Sales, International Relations, Business Development, Private Equity, Venture Capital, Hedge Funds, Global Asset Management, Mutual Funds, Project Management, Team Building, Cross Functional Team..., Cross Functional..., Building Relationships, Business Relationship..., M&A experience, Relationship Management, Strategy
Education
Bergen Catholic Prep
London School of Economics and Political Science
Master's degree
Providence College
BA
St catharines
Université catholique de Louvain
Consumer Reports April 2008 - Present
Liberty Travel June 2006 - April 2008
Citigroup June 2005 - June 2006
eMeta Corp March 2004 - June 2005
Medco Health Solutions July 2002 - December 2002
J.P. Morgan Chase & Co. August 2000 - October 2001
Random Walk April 2000 - August 2000
New York Merchantile Exchange November 1999 - March 2000
Goldman Sachs & Co May 1998 - June 1999
Hoffman La Roche March 1997 - March 1998
Skills
B2B eCommerce, Java, Oracle, Eclipse, CVS, Servlets, J2EE, XML, Spring, JavaScript, Tomcat, Linux, Software Development, SQL, AJAX, Unix, HTML, C++, Application Development, Design Patterns, Databases, C, Programming, Subversion, Integration, Windows, Ant, Web Development, Architecture, Agile Methodologies, Microsoft SQL Server, Java Enterprise Edition, B2B, Web Applications, XSLT, Apache, Solaris, Unix Shell Scripting, Visual Studio, PL/SQL, Testing, JDBC, Visual Basic, T-SQL, Web Services, Multithreading, JSP, Scrum, Software Design, Shell Scripting
Education
Moscow State University of Transport (MIIT) 1983 — 1988
Master's, Applied Math
Moscow High School 179 1981 — 1983
Math
PivotDesk August 2015 - Present
JPMorgan Chase May 2012 - August 2015
JPMorgan Chase July 2009 - May 2012
J.P. Morgan Chase & Co June 2008 - December 2008
Camp Dudley YMCA 2007 - 2007
Education
Fairfield University 2005 — 2009
Bachlor of Science
Marquette University High School 2005 — 2009
Computer Services, Inc. May 2015 - Present
J.P. Morgan Chase & Co. August 2014 - April 2015
J.P. Morgan Chase & Co. August 2013 - August 2014
J.P. Morgan Chase & Co. June 2012 - July 2013
Walmart July 2006 - May 2008
Skills
Technical Support, Microsoft Office, HTML, Microsoft Excel, Visio, Access, Windows, Customer Service, PowerPoint, SQL, SharePoint, Windows 7, Linux, Security, Microsoft Word, OS X, Time Management, Teamwork, Team Leadership, Troubleshooting, Networking, Photoshop, Unix, Testing, Ubuntu, Analysis, Computer Hardware, Information Technology, Network Security, Report Writing, Threat Analysis
Education
Syracuse University 2011 — 2013
B.S., Information Management & Technology
Onondaga Community College 2009 — 2011
A.A.S, Computer Information Systems
JPMorgan Chase & Co. March 2014 - Present
BNP Paribas Investment Partners April 2012 - February 2013
Neuberger Berman Group LLC September 2006 - February 2012
AllianceBernstein L.P. February 2002 - September 2006
J.P. Morgan Chase & Co. September 2000 - September 2001
PaineWebber – Mitchell Hutchins Asset Management Inc. May 1997 - September 2000
The Bank of New York June 1995 - April 1997
Skills
Fixed Income, Equities, Investment Advisory, Compliance, AML, Mutual Funds
Education
St Francis College 1990 — 1993
BS, Accounting
New York Institute of Technology-Old Westbury 1987 — 1990
Electrical Engineering
Advent February 2015 - Present
Tramontina USA July 2013 - February 2015
Gulf Coast Regional Blood Center November 2011 - June 2013
JP Morgan Chase & Co February 2007 - November 2011
Protostar Engineering June 2011 - August 2011
RPM Outlet Inc September 2002 - October 2006
Skills
Industrial Design, InDesign, Adobe Creative Suite, Illustrator, Product Design, 3D Modeling, Solidworks, Keyshot, User-centered Design, User Experience Design, Quantitative Research, Qualitative Research, Product Development, Model Making, Sketching, Design Thinking, Graphic Design, Rendering, SolidWorks
Education
University of Houston 2009 — 2012
Bachelor of Science, Industrial Design
Wells Fargo Capital Finance November 2013 - Present
The Finance Forum November 2013 - Present
J.P. Morgan Chase & Co. September 2011 - November 2013
Options Clearing Corp November 2010 - September 2011
Academy Sports + Outdoors January 2008 - November 2010
Skills
Capital IQ, Microsoft Excel, PowerPoint, Microsoft Word, Bloomberg Terminal, Microsoft CRM, Microsoft Dynamics
Education
University of North Texas 2009 — 2012
BBA, Finance, 3.3
Sukara March 2011 - Present
Bank of America June 2011 - February 2015
J. P. Morgan Chase & Co. May 2006 - March 2011
J.P. Morgan Chase & Co. August 2001 - May 2006
Freelance Graphic Designer March 1999 - August 2001
MBNA 1997 - 1999
Skills
Graphic Design, Creative Direction, Advertising, Direct Mail, Web Design, Adobe Creative Suite, Marketing Communications, Marketing, Direct Marketing, Corporate Branding, Leadership, Adobe Acrobat, Project Management, Management, Graphics, Email Marketing
Education
University of Delaware
Bachelor of Science, Graphic Design
Millennium Management August 2015 - Present
J.P. Morgan Chase & Co. February 2012 - August 2015
J.P.Morgan Chase & Co. 1999 - 2012
The Chase Manhattan Bank 1997 - 1999
Digital Equipment Corporation 1995 - 1997
Higgs & Hill 1993 - 1995
BP 1992 - 1994
Skills
Virtualization, LDAP, Performance Tuning, Visual Basic, Designing, .NET, Active Directory, Architecting, Architecture, C#, Citrix, Computer Security, Databases, Disaster Recovery, Enterprise Architecture, Enterprise Software, Group Policy, IT Strategy, ITIL, Information Technology, Infrastructure, Integration, Kerberos, Microsoft Exchange, Microsoft SQL Server, Operating Systems
Education
Birmingham City University 1989 — 1992
BSc (Hons) 2.1
J.P. Morgan Chase & Co. July 2015 - Present
Ogilvy Public Relations Worldwide September 2011 - Present
Funai Service Corporation August 2008 - September 2011
Skills
Accruals, Fixed Assets, Variance Analysis, General Ledger, Sarbanes-Oxley Act, GAAP, Accounting, Accounts Payable, Financial Reporting, Account Reconciliation, Accounts Receivable, Financial Accounting, Hyperion Enterprise, QuickBooks, Microsoft Dynamics SL, Auditing, CPA, Invoicing, Mas 90, Forecasting, Payroll, Hyperion, Budgets, Microsoft Office, Analysis
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Columbus State 2006 — 2009
Associates, Accounting
Manhattan Software, A Trimble Company June 2015 - Present
Citizens Bank April 2013 - June 2015
J.P. Morgan Chase & Co. October 2012 - April 2013
Citizens Bank August 2011 - October 2012
Bank of America November 2006 - October 2010
Bank of America (formally Fleet Bank) January 1998 - November 2006
Bank of America (formally Shawmut Bank) March 1990 - December 1998
Skills
Banking, Process Improvement, Vendor Management, Business Analysis, Unix, Troubleshooting, Software Documentation, Data Center, System Administration, Integration, SQL, Change Management, TCP/IP, SDLC, Requirements Analysis, Disaster Recovery, Testing, Servers, Quality Assurance, Linux, Analysis, Access, Visio, SharePoint, Databases
Education
Johnson & Wales University
Computing Technology Services
Whitman-Hanson RHS
J.P. Morgan Chase & Co. January 2013 - Present
SNRLabs February 2012 - May 2012
Ocupi Ltd June 2011 - August 2011
Skills
MySQL, jQuery, PHP, HTML, C, C++, Windows, Core Java, XML, Eclipse, Java, SQL, JSP, PL/SQL, Databases
Education
The University of Texas at Dallas 2010 — 2012
M.S, Computer Science, 3.79
University of Mumbai 2005 — 2009
B.E, Information Technology, 3.44
JPMorgan Chase March 2014 - Present
Royal Bank of Canada July 2008 - February 2014
Morgan Stanley October 2007 - April 2008
Bank of America May 2005 - September 2007
JPMorgan Chase 2004 - 2005
JPMorganChase 2002 - 2005
J.P. Morgan Chase & Co. May 2001 - April 2002
NYC Department of Environmental Protection September 1998 - April 2001
Skills
Equities, Series 7, Investments, Capital Markets, Portfolio Management, Financial Services, Mutual Funds, Securities, Asset Allocation, Fixed Income
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2001
MBA, Finance
Polytechnic University 1994 — 1998
BS, Environmental Engineering
Bronx HS of Science 1990 — 1994
High School Diploma, Mathematics and Science
Federal Reserve Board August 2015 - Present
Summit2Sea Consulting LLP. / National Gallery of Art February 2014 - August 2015
Bureau of Engraving and Printing August 2012 - January 2014
Deloitte Consulting March 2011 - January 2014
Rochester Institute of Technology December 2009 - March 2011
Freelance January 2004 - March 2011
Rochester Institute of Technology August 2010 - November 2010
RIT September 2007 - December 2009
Xerox Corporation June 2007 - August 2007
J.P. Morgan Chase & Co. July 2005 - August 2006
Skills
Business Analysis, Databases, Business Intelligence, SQL, Microsoft Office, Management, PL/SQL, Oracle, Access, Visio, Data Analysis, Teamwork, Software Documentation, Programming, Program Management, Integration, Java, Testing, Analysis, Web Design, XML, MySQL, Web Development, PHP, JavaScript, Unix, Software Development, Systems Analysis, HTML, MIS, CSS, SDLC, Visual Basic, Windows, Data Modeling, Process Improvement, Requirements Analysis, Interpersonal Skill, Project Management, Quality Assurance, SharePoint, User Acceptance Testing, Oracle E-Business Suite, Software Project..., Requirements Gathering, ERP, Database Design, Database Development, Application Development, Excel4Apps
Education
Rochester Institute of Technology 2006 — 2008
MBA, Finance, MIS
Rochester Institute of Technology 2001 — 2005
BS, Information Technology
JPMorgan Chase & Co. January 2015 - Present
J.P. Morgan Chase & Co. May 2011 - Present
Carly for California (U.S. Senate Race) July 2010 - November 2010
California Department of Insurance 2008 - 2010
California State Lottery 2006 - 2008
Office of Governor Arnold Schwarzenegger 2003 - 2006
Californians for Schwarzenegger 2003 - 2003
Randle Communications 2002 - 2003
Bank of America 1997 - 2001
Skills
Public Relations, Public Affairs, Government, Politics, Legislative Relations, Community Outreach, Strategic Planning, Strategic Communications, Public Policy, Community Development, Policy, Message Development, Policy Analysis, Political Communication, Leadership, Political Campaigns, Grassroots Organizing, Press Releases, Public Speaking, Crisis Communications, Media Relations, Speech Writing, Governmental Affairs, Management, Legislation, State Government, Project Management, Coalitions, Event Management, Program Development, Research, Political Consulting, Crisis Management, Corporate Communications, Legislative Affairs, Internal Communications, Campaigns, Event Planning, Civic Engagement
Education
California State University-San Bernardino 1996 — 2001
B.A., Communications
Umpqua Bank September 2014 - Present
FCCI / Christ@Work January 2009 - Present
Umpqua Bank May 2011 - August 2014
Pendulum Aerial Arts December 2010 - January 2013
Essential Health Clinic April 2011 - 2013
Bank of the Cascades July 2010 - May 2011
J.P. Morgan Chase & Co December 2009 - October 2010
US National Bank January 2007 - December 2009
Pennington & Pennington January 2005 - July 2007
Gold's Gym February 2005 - January 2007
Skills
Credit, Loans, Banking, Cash Management, Small Business Lending, Commercial Real Estate, Medical Billing, Professional Services, Attorneys, Manufacturing, Optometry, Import Export, Sales, Commercial Lending, Small Business, Portfolio Management, Management, Finance, Strategic Planning, Real Estate
Education
Grand Canyon University 2014 — 2015
Masters of Science, Accounting
California State University-Sacramento 2004 — 2006
Bachelors of Science, Finance
Portland Christian High School 1999 — 2000
YES, General Education
Valley Christian High School 1997 — 1999
YES, General Education
Hindustan Unilever Limited July 2013 - September 2013
Blue Cross Blue Shield of Michigan May 2012 - September 2012
J.P. Morgan Chase & Co. June 2011 - August 2011
Medtronic, Inc. January 2008 - October 2010
Medtronic, Inc January 2007 - December 2007
Skills
Cross-functional Team..., Financial Modeling, Strategic Planning, Medical Devices, Business Development, Sales Prospecting, Analysis, Project Management, Marketing
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Master of Business Administration (M.B.A.), Strategy, Management & Organizations, Marketing/Sales, International Business
University of Michigan - College of Engineering 2011 — 2015
Master of Science (M.S.E.), Industrial and Operations Engineering
Nanyang Technological University
MBA exchange study - Singapore - Winter 2014
Guanghua School of Management
MBA exchange study - Peking University, Beijing, China - Summer 2014
University of Michigan - College of Engineering 2001 — 2006
Bachelor of Science (B.S.E.), Chemical Engineering, GPA 3.70/4.00
The Washington Campus
Public policy and health policy MBA courses - Washington D.C. - Spring 2014
J.P. Morgan Chase & Co. May 2012 - Present
Capitol Bancorp, Ltd. August 2008 - May 2012
Sunrise Bank of Arizona August 2007 - August 2008
Sunrise Bank of Arizona January 2005 - August 2007
First National Bank of Arizona February 2004 - December 2004
Wells Fargo Bank August 1999 - February 2004
AmerAsia DIRECT, Inc. 1998 - 1999
Skills
Internal Audit, Banking, Reasoning, Report Writing, Proofreading, Financial Analysis, Risk Management, General Ledger, Auditing, Analysis, Financial Risk, Risk Assessment, Loans, Accounting, Commercial Banking, Reasoning Skills, Commercial Lending, Internal Controls, Retail Banking, Account Reconciliation, Management, AML, Bank Secrecy Act, Enterprise Risk..., Anti Money Laundering, Credit
Education
Suffolk County Community College 1984 — 1984
Business Communications
FSG Consultants March 2015 - Present
Navigant Consulting January 2015 - March 2015
J.P. Morgan Chase & Co. December 2013 - January 2015
Unnamed May 2013 - December 2013
Law Office of Shanai Harris October 2012 - December 2013
Unnamed May 2012 - April 2013
Epiq Systems, et al. September 2011 - May 2012
U.S. Department of Justice January 2011 - April 2011
State of North Carolina January 2010 - October 2010
U.S. House of Representatives May 2010 - August 2010
Skills
Certified Anti-Money..., Bank Secrecy Act, USA PATRIOT Act, Anti Money Laundering, KYC, Due Diligence, OFAC Sanctions Program, AML Best Practices, Customer Identification..., Actimize Mantas eRCM, Global Regulatory..., Legal Writing, Legal Research, Courts, Litigation, Criminal Law, Civil Litigation, Westlaw, Mediation, Appeals, Lexis, Family Law, Commercial Litigation, Criminal Defense, Immigration Law, Personal Injury, Investigative Reporting, Case Managment, Public Speaking
Education
North Carolina Central University 2008 — 2011
JD, Law
Duke University School of Law 2010 — 2010
Banking Regulation in a Post Crash Economy Course, Banking, Corporate, Finance, and Securities Law
University of the Western Cape, South Africa 2009 — 2009
Non-degree Summer Study Abroad Program via Howard University School of Law, International Business Transactions, International Human Rights & Comparative Constitutional Law
Saint Augustine’s University 1988 — 1992
B.A, Broadcast Journalism
Independent/Freelance August 2009 - Present
CTG/Xerox/Print Management Services April 2013 - April 2014
CTG/Xerox/Print Management Services April 2013 - April 2014
The CSI Companies/NY Life Insurance Company December 2012 - April 2013
J.P. Morgan Chase & Co. November 2011 - November 2012
Officeteam/Greystone Healthcare Management February 2011 - October 2011
Petralia Advertising/3D Motion Inc. September 2010 - January 2011
Genesis Communications January 2010 - July 2010
Skills
Adobe Creative Suite, Dreamweaver, Flash, Corel Paint IX, Microsoft Office 2003, Microsoft Office 2007, Pagemaker, QuarkXPress, Corel Draw, Microsoft Works, Photostudio Lite, Lotus Notes, Word Perfect, Web Design, Illustration, Photography, Advertising, Editorial, Publications, Fine Art, Brochures, Logos, Adobe Acrobat, InDesign, Illustrator, Layout, Photoshop, Logo Design, Graphic Design, Typography, Packaging, Mac, Print Production, Posters, Digital Photography, Fireworks, Graphics, Pre-press, Corporate Identity, Freehand, CSS, Magazines, HTML, Catalogs, Premiere, Desktop Publishing, HTML + CSS, Art Direction, After Effects, Wordpress
Education
The Art Institute of Tampa 2006 — 2010
BFA, Graphic Design
Florida Metropolitan University 1997 — 1999
Associates, Graphic Design
J.P. Morgan Chase & Co. September 2015 - Present
J.P. Morgan Chase & Co. June 2014 - August 2015
Varsity Tutors August 2012 - November 2014
Benjamin N. Cardozo School of Law August 2013 - May 2014
The Innocence Project May 2013 - May 2014
Tufts University Department of Sociology January 2009 - May 2012
Calypso St. Barth May 2007 - August 2011
La Mie de Pain, Paris February 2011 - April 2011
Skills
French, Writing, PowerPoint, Word, Excel, Microsoft Office, Legal Research, Editing
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
Doctor of Law (J.D.)
Tufts University 2008 — 2012
Bachelor of Arts, cum laude, Philosophy, French
L'Institut Catholique de Paris 2010 — 2011
East Hampton High School
J.P. Morgan Chase & Co. July 2015 - Present
ABC (American Broadcasting Company) “The Chew,” August 2013 - April 2015
Zalta LLC February 2007 - September 2014
Skills
Proficient in..., Microsoft Office, Media Servers, Vista 5, QuickBooks, Peachtree, Time Management, Teamwork, Accounting, Accounts Payable, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Management, Sales, Research, Financial Analysis, Payroll, Public Speaking
Education
Monroe College 2011 — 2015
Bachelor's degree, Accounting
Monroe College
Bachelor of Business Administration, Public Accounting, Accounting and Finance, Major GPA: 3.96/4.00, Cumulative GPA: 3.92/4.00
J.P. Morgan Chase & Co. June 2015 - August 2015
School Age Services - Fort Meade May 2013 - May 2015
Howard Community College September 2010 - May 2014
Skills
Child Development, Program Management, Nonprofits, Teaching, Accounting, Conflict Resolution, Program Development, Staff Development, Childcare, Youth Mentoring, Youth Development, Volunteering, Social Skills, Early Childhood..., Community Service, Community Outreach, Youth Work, Social Services, Volunteer Management, Bookkeeping, Microsoft Office, Microsoft Excel, Data Analysis, Leadership, Statistics
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2015
Master of Science (M.S.), Accounting
University of Baltimore Merrick School of Business 2012 — 2014
Bachelor of Science (B.S.), Accounting, 3.86
Howard Community College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Accounting/Business Administration and Fashion Merchandise., 3.65
Ernst & Young July 2011 - Present
J.P. Morgan Chase & Co. September 2010 - May 2011
RTR Technologies, LLC May 2008 - May 2010
Skills
Risk Management, Microsoft Office, Data Analysis, Project Management, Business Process..., Project Planning, IT Strategy, Strategic Consulting, Adobe Creative Suite, Consulting, Visio, Access, Business Analysis, Sarbanes-Oxley Act, Financial Analysis, SQL, Financial Risk, Analysis, IT Audit, Risk Assessment, HTML, CSS, Lotus Notes, Personal Branding, Corporate Branding, Social Media, Social Media Marketing, Social Media Strategist
Education
Syracuse University 2007 — 2011
BS, Information Management & Technology
West Monroe Partners April 2015 - Present
Deloitte Consulting LLP July 2012 - April 2015
W.W. Grainger, INC June 2011 - August 2011
Manchester Business School January 2011 - June 2011
JP Morgan Chase & Co June 2010 - August 2010
Skills
Microsoft Excel, Data Analysis, Analysis, Management, Research, Teamwork, Customer Service, SAP, Training, Event Planning, Project Management, Cross-functional Team..., Supply Chain Management, Business Analysis
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Supply Chain Management, Business
Cornell University July 2015 - Present
J.P. Morgan Chase & Co. February 2015 - July 2015
J.P. Morgan Chase & Co. September 2014 - January 2015
J.P. Morgan Chase & Co. July 2012 - August 2014
Haub School of Business Strategic Planning Committee May 2009 - May 2012
Saint Joseph’s University Department of Admissions May 2009 - May 2012
Constantinople & Vallone Consulting May 2011 - August 2011
Constantinople & Vallone Consulting May 2010 - August 2010
New York University Children’s Cancer Fund June 2004 - August 2009
STAT Supply, Inc. June 2004 - August 2009
Skills
Project Management, Fundraising, Marketing, Strategic Planning, Microsoft Excel, Microsoft Office, Six Sigma, Microsoft Word, PowerPoint, Public Speaking, Organizational..., Organizational Behavior, People-oriented, Team Leadership, Analysis, Event Planning, Market Research, Time Management, Leadership, Research, Spanish, Sales, Teamwork, Management, Customer Service, Social Networking, Social Media
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
National University of Ireland, Galway
J.P. Morgan Chase & Co. 2015 - Present
Alpha Kappa Psi - Omega Psi Chapter May 2014 - Present
MOBIUS Architecture May 2014 - August 2014
Carnegie Mellon University January 2014 - May 2014
Skills
Project Management, SPSS, Python, English, Event Planning, Data Analysis, Teamwork, Public Speaking, Analysis, Networking, Microsoft Office, PowerPoint, Research, Social Media, Economics, Microsoft Word, Statistics, Marketing, Customer Service, Access, Spanish, Microsoft Excel, Management, Program Management, Leadership, Recruiting, Adobe Creative Suite, Matlab
Education
Carnegie Mellon University 2013 — 2017
Bachelor's Degree, Business Administration with double in Psychology, Junior
J.P. Morgan Chase & Co. July 2014 - Present
J.P. Morgan Chase & Co. June 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Grameen Foundation January 2011 - May 2011
PNC June 2010 - August 2010
Georgetown University Berkley Center for Religion, Peace and World Affairs September 2009 - May 2010
Skills
Spanish, Investment Banking, Finance
Education
Georgetown University 2008 — 2012
B.S.B.A., Finance, Justice & Peace Studies, Spanish, Magna Cum Laude
Universitat Pompeu Fabra 2010 — 2011
Molson Coors September 2015 - Present
Molson Coors August 2013 - Present
Molson Coors July 2014 - February 2015
Molson Coors June 2011 - August 2013
J.P. Morgan Chase & Co. June 2010 - August 2010
Ascende F/K/A Employee Benefit Solutions, Inc. May 2008 - August 2008
Skills
Finance, Cash Flow, Forecasting, Financial Analysis, Treasury Management, Financial Reporting, Sarbanes-Oxley Act, Treasury, Cash Management, Valuation
Education
Baylor University - Hankamer School of Business 2007 — 2011
BBA, Finance, Management
Kingwood High School
J.P. Morgan Chase & Co. March 2013 - Present
Medical Review Officers Certification Council 2014 - Present
US Navy August 2009 - January 2013
Uniformed Services University 2006 - January 2013
US Navy- Philadelphia Navy Yard August 2006 - August 2009
Combined Security Transition Command- Afghanistan December 2008 - July 2009
Naval Ambulatory Care Center- Groton, CT July 2000 - July 2004
Branch Medical Clinic Sasebo Japan January 1998 - July 2000
US Navy, USS Whidbey Island (LSD-41) Little Creek, VA August 1993 - August 1995
Skills
Public Health, Preventive Medicine, Wellness, Occupational Health, Medical Education, Nutrition, Public Speaking, Military Experience, Global Health, International Relations, Humanitarian Assistance, Ambulatory Care, Business Strategy, Employee Wellness, Medicine, Public Health Emergency..., Healthcare Information..., Environmental Consulting, Evidence-based Medicine, Strategic Communications, Healthcare Management, Medical Review
Education
Uniformed Services University of the Health Sciences
MD (1991) MPH (2005)
University of New Haven
MBA
Yale School of Management
Certificate, Physician Management Program
Connecticut College
BA, History
Oxford Brookes University 1981 — 1982
History
Central High School of Philadelphia
J.P. Morgan Chase & Co. February 2015 - May 2015
People's United Bank October 2014 - February 2015
Best Buy July 2013 - November 2014
Citi July 2013 - October 2014
Capital One September 2011 - July 2013
Burlington Stores, Inc. January 2009 - September 2011
Walmart November 2010 - January 2011
Skills
Banking, Credit, Loans, Mortgage Lending, Financial Services, Portfolio Management, Finance, Retail Banking, Risk Management, Credit Analysis, Financial Analysis, Commercial Banking, Investments, Relationship Management, Consumer Lending, Loan Origination
Education
Nassau Community College 2015 — 2017
Associate’s Degree, Business Administration and Management, General
MNETS MENTORSHIP PROGRAM September 2010 - Present
J.P. Morgan 2013 - 2013
J.P. MORGAN CHASE & CO. June 2012 - August 2012
CHI OMEGA SORORITY, ETA CHAPTER November 2010 - April 2012
HIMMELRICH PR May 2011 - August 2011
Law Offices of Jeffrey J. Silver April 2010 - August 2010
LS&A STUDENT GOVERNMENT September 2009 - April 2010
RELAY FOR LIFE Of Owings Mills January 2006 - June 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Financial Analysis, Social Media, Public Speaking, Valuation, Finance, Accounting, Statistics, Event Planning, Leadership, Budgets
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
Bachelor of Business Administration, Accounting and Finance
University of Michigan 2009 — 2010
College of Literature, Science, and the Arts, Broad, liberal arts education with pre‐business emphasis
J.P. Morgan Chase & Co. June 2015 - August 2015
River Cities Technology LLC October 2014 - February 2015
Skills
Teamwork, Leadership, Public Speaking, Microsoft Excel, Quantitative Analytics, Qualitative Research, Sales, Project Management, Relationship Building
Education
University of Miami 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Nationwide December 2014 - Present
Nationwide October 2012 - December 2014
J.P. Morgan Chase & Co. September 2010 - October 2012
J.P. Morgan Chase & Co. December 2008 - August 2010
J.P. Morgan Chase & Co. July 2004 - November 2008
J.P. Morgan Chase & Co. October 2003 - June 2004
J.P. Morgan Chase & Co. July 2001 - September 2003
J.P. Morgan Chase & Co. June 2000 - June 2001
Skills
Consumer Behaviour, Product Marketing, Data Analysis, Marketing, Segmentation, Market Analysis, Marketing Strategy, Customer Experience, Quantitative Research, Marketing Research, Market Research, Customer Insight, Analytics, Strategy, Competitive Intelligence, Analysis
Education
The University of Georgia 1998 — 1998
Certification - Principles of Market Research
Kent State University 1991 — 1992
Master of Business Administration (MBA), Marketing/Applied Statistics
Bowling Green State University 1987 — 1991
Bachelor of Science in Business Administration (BSBA), Marketing
JONES DAY® May 2015 - July 2015
MGM Resorts International July 2014 - July 2014
Teach For America (Las Vegas Valley) June 2012 - June 2014
New York University, Residential Life and Housing Services August 2011 - May 2012
J.P. Morgan Chase & Co. September 2010 - May 2012
New York University, Residential Life and Housing Services August 2009 - May 2011
CUNY- Hostos Community College February 2008 - May 2011
Teach For America June 2010 - August 2010
NYU School of Law September 2008 - May 2010
Family, Career and Community Leaders of America 2009 - 2009
Skills
Public Speaking, Mediation, Motivational Speaking, Event Planning, Research, Facebook, Editing, Spanish, Teaching, PowerPoint, Leadership Development, Leadership, Event Management, Training, Time Management
Education
New York University School of Law 2014 — 2017
Juris Doctor (J.D.)
University of Nevada-Las Vegas 2012 — 2014
Master of Education (M.Ed.), Early Childhood Education and Teaching
New York University 2010 — 2012
M.A., Politics
New York University 2007 — 2011
Bachelor of Arts (B.A.), Politics, Africana Studies, Spanish
J.P. Morgan Chase & Co. October 2010 - Present
Mettler-Toledo June 2010 - October 2010
Boundaryless Brands 2010 - June 2010
The Creative Group 2009 - 2010
OSU Urban Arts Space 2009 - 2010
Industrial Distribution Magazine March 1998 - January 2001
The Larkin Group February 1993 - July 1995
Lancaster Eagle-Gazette June 1990 - September 1992
Skills
Editing, Writing, Marketing Communications, Journalism, Copy Editing, Copywriting, Proofreading, Strategic Communications, Advertising, Press Releases, Marketing, Newsletters, Content Management, Internal Communications, Brochures, Email Marketing, Nonprofits, Blogging, Direct Mail, Magazines, Publishing, Web Content
Education
Northeastern University 1995 — 1997
MA
Bowling Green State University 1985 — 1990
BA
Lancaster High School 1983 — 1985
high school diploma
J.P. Morgan Chase & Co. June 2015 - Present
Alpha Chi Omega Fraternity, Inc. October 2014 - Present
A Place of Beauty December 2011 - Present
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Time Management, Facebook, Social Media, Fashion, Social Networking, Retail, Data Entry, Leadership, Public Speaking, Research
Education
University of North Carolina at Charlotte 2013 — 2014
Bachelor of Science in Accounting, Accounting
College of Charleston 2011 — 2012
Biology/Biological Sciences, General
Bard College at Simon's Rock 2010 — 2011
J.P. Morgan Chase & Co. March 2014 - July 2015
Noramco, Inc. April 2013 - September 2013
A.J. Drexel Plasma Institute April 2012 - September 2012
King Soopers June 2010 - September 2010
Skills
Computer: Microsoft..., Research, GMP, Microsoft Office, Public Speaking, Microsoft Word, Root Cause Analysis, Microsoft Excel, Process Improvement, Project Management, Social Media, Matlab, Customer Service, AutoCAD, Leadership, PowerPoint
Education
Drexel University 2010 — 2015
Bachelor of Science (BS), Chemical Engineering
Drexel University 2010 — 2015
Bachelor’s Degree, Business Administration
Wells Fargo Home Mortgage February 2013 - June 2015
Bank of America February 2012 - March 2013
J.P. Morgan Chase & Co. March 2010 - April 2012
USAA/Strategic Staffing/ Todays Temporary January 2007 - March 2010
Texas Financial Services May 2002 - January 2007
Skills
Harp, Loan Modifications, HAMP, Underwriting, Loss Mitigation, FHA, Risk Management, Non-Conforming, Collateral, Training, Staff Development, Mortgage Lending, Residential Mortgages, Management, Mortgage Banking, Loan Origination, Leadership, Credit, Banking, Loans, Refinance, Financial Risk, Credit Analysis, Mortgage Servicing
Education
University of Texas 1989 — 1992
Bachelor's Degree, History
The University of Texas at Austin
Bachelor's Degree, Government- PreLaw
J.P. Morgan Chase & Co. April 2010 - Present
Education
Estrella Mountain Community College 2009 — 2015
Computer and Information Sciences, General
Conservatory of Recording Arts and Sciences 2011 — 2012
Audio Engineering
JP Morgan Chase & Co. December 2012 - Present
JP Morgan Chase & Co March 2011 - December 2012
JP Morgan Chase & Co November 2009 - March 2011
JP Morgan Chase & Co January 2009 - November 2009
Faith Communications DBA VOCE Wireless February 2007 - February 2008
AMC Mortgage Services June 2006 - January 2007
AMC Mortgage Services March 2004 - June 2006
Verizon Wireless June 2002 - March 2004
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Business Administration, Management and Operations
Mount San Antonio College 1987 — 1989
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
CitiBank February 2012 - Present
Centric Solutions LLC December 2011 - Present
Banesco Banco Universal March 2013 - December 2013
Citi March 2010 - September 2012
American Express April 2007 - February 2010
J.P. Morgan Chase & Co. March 2002 - November 2006
C&W Fabricators Inc. September 1999 - March 2002
Skills
Risk Management, Financial Risk..., Financial Risk, Credit Risk, Finance, Data Analysis, Financial Analysis, Strategic Planning, Investment Banking, Corporate Finance, Capital Markets, Banking, Valuation, Project Finance, Marketing Strategy, Global E-commerce
Education
University of Miami 1997 — 1999
Master's degree, Accounting and Finance
Michigan State University 1995 — 1997
Master of Arts (M.A.), Business/Managerial Economics
University of Michigan 1993 — 1995
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Harvard University 1986 — 1991
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
J.P. Morgan Chase & Co. October 2010 - Present
NFL 2004 - 2010
Spencer Shenk Capers & Associates April 1994 - May 2004
Skills
Talent Management, Leadership Development, Succession Planning, Change Management, Behavioral Interviewing, Coaching, Psychotherapy, Public Speaking, Management, Social Media, Event Management, Program Management, Event Planning
Education
University of Southern California 1998 — 2000
MSW
Skidmore College 1987 — 1991
Trevor Day School 1977 — 1980
J.P. Morgan Chase & Co. July 2013 - August 2014
Gregory J. Schwartz & Co. May 2012 - August 2012
US Rep. Candice S. Miller May 2011 - July 2011
Paul Welday for US Congress January 2010 - August 2010
Education
University of Michigan Law School 2014 — 2018
Juris Doctor
Yale University - Yale School of Management 2014 — 2017
Master of Business Administration (M.B.A.)
University of Michigan 2009 — 2013
Bachelor of Arts (BA), International Political Economy
Brother Rice High School, Bloomfield Hills, MI 2005 — 2009
Fintree Financial Solutions December 2013 - Present
U.S. Department of State April 2014 - June 2014
Resalysis September 2012 - November 2013
Cynetics Inc. June 2011 - February 2012
J.P. Morgan Chase & Co. July 2008 - August 2009
Oppenheimer & Co. September 2006 - August 2008
Magna Carta Legal Services, LLC November 2005 - November 2006
Skills
Strategy, Business Development, New Business Development, Strategic Partnerships, Business Strategy, Strategic Planning, Sales, Sales Process, Securities, Asset Management, Account Management, Business Planning, Negotiation, Outsourcing, Lead Generation, Team Leadership, Leadership, Six Sigma, Cold Calling, Strategic Sourcing, Client Development, Manage Client..., Client Relations Skills, Customer Retention, Customer Acquisition, Networking, CRM, Finance
Education
La Salle Military Academy 1996 — 1998
Baruch College, City University of New York (CUNY)
Bachelor of Arts (B.A.), Political Science and Economics
Junction Education 2013 - Present
Private Angel Investor 2013 - Present
GLG - Gerson Lehrman Group 2013 - Present
McGraw-Hill Education 2011 - 2013
SIIA 2011 - 2013
The McGraw-Hill Companies 2010 - 2011
The McGraw-Hill Companies 2006 - 2010
The McGraw-Hill Companies 2005 - 2006
Booz Allen Hamilton 2000 - 2005
J.P. Morgan Chase & Co. 1994 - 2000
Skills
Product Development, Digital Innovation, Market Development, institutional sales, Data Mining, Business Acquisition, Product Innovation, Incubation, Collaborative Working, Media Relations, Business Process..., Restructuring, Product Management, Board Relations, Joint Ventures, Cross-functional Team..., Thought Leadership, Start-ups, Mergers & Acquisitions, Strategic Partnerships, Analytics, Strategy, Venture Capital, Leadership, Change Management, Enterprise Software, Marketing, Entrepreneurship, Business Development, Executive Management, Business Strategy, Management, Strategic Planning, Corporate Development, Business Transformation, Management Consulting, Consulting, Program Management, Marketing Strategy, Analysis, Competitive Analysis, Project Management, Financial Modeling, Social Media, CRM, Digital Media, Financial Services, Product Marketing, Acquisition Integration, Publishing
Education
Y Combinator - Startup School NYC 2014 — 2014
Harvard Business School 2009 — 2009
High Potentials Leadership Program
Columbia Business School
MBA, Finance & Economics
Columbia University in the City of New York
BS, Mechanical Engineering
J.P. Stevens High School
Scottrade April 2012 - Present
U.S. Bank December 2010 - June 2012
J.P. Morgan Chase & Co. September 2010 - December 2010
SIUE Dining Services January 2007 - December 2009
Jewel-Osco July 2003 - January 2009
Skills
Banking, Management
Education
Southern Illinois University, Edwardsville 2005 — 2009
Bachelor of Science (B.S.), Economics and Finance
The Depository Trust & Clearing Corporation October 2011 - Present
Ineum Consulting January 2010 - July 2010
Bear Stearns Asset Management 2004 - 2009
AIG Global Investment Group 2001 - 2004
J.P. Morgan Chase & Co. 1998 - 2001
Ernst & Young L.L.P. 1996 - 1997
Bank of New York 1993 - 1995
Skills
Operation, Portia, Team Leadership, Financial Analysis, Mutual Funds, Bonds, Derivatives, Bloomberg, Portfolio Management, Equities, Asset Management, Fixed Income, Options, Valuation, FX, Client Service, Investment Banking, Swaps, Investments, Wealth Management, Securities, Trading, Alternative Investments, Asset Allocation, Investment Strategies, Hedge Funds, Factset, Salesforce.com, Economics, Financial Reporting, Excel, Business Analysis, Data Analysis, Corporate Finance, Customer Relations, Analysis, Financial Markets, Capital Markets, Financial Planning, Investment Advisory, Private Equity, Financial Modeling, Research Analysis, Risk Management, Risk, Business Strategy, Financial Risk, Asset Managment, Financial Services, Finance
Education
Pace University - Lubin School of Business 1996 — 1998
Advanced MBA, Investment Management
Saint John's University 1989 — 1992
MBA, Accounting
Saint John's University 1983 — 1987
Bachelor of Science, Pre-Law & Accounting
PineBridge Investments May 2013 - Present
J.P. Morgan Asset Management 2006 - April 2013
J.P. Morgan Asset Management 2004 - 2006
J.P. Morgan Asset Management 2002 - 2004
J.P. Morgan Chase & Co. 2000 - 2002
Skills
Investments, New Business Development, Institutional..., Investment Strategies, Alternative Investments, Fixed Income, Hedge Funds, Equities, Private Equity, Defined Benefit, Institutional, Asset Allocation, Asset Management, Business Development, Investment Management
Education
The George Washington University 1996 — 2000
Bachelor of Business Administration, Marketing
J.P. Morgan Chase & Co. July 2015 - Present
State Street Global Services February 2014 - May 2015
The National Society of Leadership and Success August 2014 - February 2015
Boston Earned Income Tax Coalition January 2014 - April 2014
Cambridge Systematics, Inc. September 2012 - August 2013
PerkStreet Financial July 2011 - August 2012
CHIN AUGEN LAW GROUP June 2010 - June 2011
Skills
Microsoft Excel, Data Analysis, Customer Service, Lotus Notes, Microsoft Office, Microsoft Word, Teamwork, PowerPoint, Demand Management, Project Management, Financial Modeling, Data Analytics, Qualitative Research, Qualitative Data, Oracle Financials, ProSight, Corporate Finance, Multi-cultural team..., Cross-functional..., Deltek, Impromptu, Dreamweaver, Macro, Globalization, Independent Thinking, Time Management, Financial Accounting
Education
Suffolk University - Sawyer Business School 2011 — 2015
Bachelor of Science (BS) in Business Administration, Accounting and Global Business
City University of Hong Kong 2013 — 2013
Bachelor of Business Administration (B.B.A.), International Business
North Quincy High School 2008 — 2011
Diamond Bar High School 2007 — 2008
Huron Consulting Group 2015 - Present
J.P. Morgan Chase & Co. 2013 - 2015
Intel Corporation 2008 - 2013
Intel Corporation July 2011 - October 2011
University of Illinois at Urbana-Champaign March 2003 - December 2007
Pfizer Inc. May 2007 - August 2007
Skills
Human Resources, International Business, French, European Studies, France, Performance Management, Employee Relations, Talent Acquisition, Workforce Planning, HR Consulting, International HR, Global Human Resources..., Global Talent..., Corporate Social..., Organizational Learning, Organizational..., Organizational..., Communication, Corporate Communications, Intercultural..., Process Improvement, Business Process, Business Analysis, Business Process..., Event Planning, Event Management, Publicity, Marketing, Recruiting, Technical Recruiting, Compensation & Benefit, Total Rewards Strategies, Applicant Tracking..., HRIS, PeopleSoft, Taleo, Public Speaking, Career Development, Leadership, Organizational Design, Deferred Compensation, Succession Planning, Program Management, College Recruiting, Onboarding, Talent Management, Temporary Placement, Employee Engagement, Management, Workshop Facilitation
Education
University of Illinois at Urbana-Champaign
Bachelor's Degree
Université Paul Valéry (Montpellier III)
J.P. Morgan Chase & Co. October 2014 - Present
JPMorgan Chase September 2013 - October 2014
Navigant April 2013 - September 2013
HSBC September 2012 - April 2013
Morgan Stanley Smith Barney March 2012 - September 2012
Navigant January 2012 - March 2012
Saddle River Valley Bank October 2011 - November 2011
American Express January 2011 - August 2011
Singergia Inc. September 2009 - December 2010
Office of the Public Defender, Office of Law Guardian May 2007 - August 2007
Skills
Mediation, Financial Services, AML, Civil Litigation, Trials, Legal Research, Commercial Litigation, PowerPoint, Microsoft Excel, Corporate Law, Internal Audit, Insurance, Bank Secrecy Act, Contract Negotiation, Employment Law, Regulations, USA PATRIOT Act, Legal Assistance, Legal Writing, Credit, Non-profits, KYC, Lexis, Estate Planning, Due Diligence, Westlaw, Financial Risk, Securities Regulation, Nonprofits, Banking, Litigation
Education
Appalachian School of Law 2006 — 2009
Juris Doctorate, Law
Oxford University 2008 — 2008
Summer Law Program
John Jay College of Criminal Justice 2001 — 2005
B.S., Major: Legal Studies Minor: Forensic Psychology, Speech & Theatre
Commerzbank AG June 2010 - Present
J.P. Morgan Chase & Co. September 2007 - November 2009
Westfourth Architecture PC March 2006 - September 2007
SOFGEN March 2005 - March 2006
Continental Hotels February 2003 - March 2005
Pelo Men's Fashion June 2000 - October 2000
Skills
Financial Reporting, Analysis, Budget, Fixed Income, Securities, Finance, Banking, Business Analysis, Project Management, Accounting, Budgets
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Finance
2003 — 2005
Master, Banking Managment
1998 — 2002
B.S., International Business and Economics
Yahoo! 2010 - Present
Buy.com 2006 - 2010
AOL June 2005 - August 2005
Xroads Solutions Group 2001 - 2004
J.P. Morgan Chase & Co. 2000 - 2001
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
University of California, Berkeley - Walter A. Haas School of Business 1996 — 2000
BS
Whitney High School 1992 — 1996
Credit Suisse May 2015 - Present
RBC Capital Markets July 2013 - May 2015
NYU Stern School of Business August 2011 - May 2013
J.P. Morgan October 2012 - March 2013
UBS Investment Bank June 2012 - August 2012
Thomson Reuters July 2006 - July 2011
J.P. Morgan Chase & Co. February 2005 - April 2005
Skills
Financial Modeling, Valuation, Investments, Portfolio Management, Capital Markets, Finance, Strategy, Equity Research, Analysis, Investment Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Accounting, Strategy
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance
Capital Group July 2015 - Present
Goldman, Sachs & Co. January 2014 - July 2015
Goldman, Sachs & Co. October 2009 - December 2013
Goldman, Sachs & Co. April 2007 - October 2009
JPMorgan Chase & Co. November 1999 - April 2007
J.P. Morgan Chase & Co. November 2002 - October 2004
JPMorgan Chase December 2001 - November 2002
JPMorgan Chase November 1999 - November 2001
Skills
Derivatives, Loans, Offshoring, Settlements, Bonds, Capital Markets, Finance, Fixed Income, Investment Banking, Outsourcing, Strategy, Private Equity, Settlement, Valuation, Investments, Program Management, Financial Modeling, Management
Education
Asian Institute of Management 1997 — 1999
MBA, Finance & Strategy
St. Stephen's College, India 1992 — 1995
BA Honors, Economics
McGill University
CLASECUADOR CAPITAL INVESTMENTS 2014 - Present
AmeriGen Kingston Corp. 2009 - 2013
Time Equities, Inc. 2006 - 2009
Millennium Capital, LLC 2003 - 2006
J.P. Morgan Chase & Co. 2000 - 2001
Banc of America Securities, LLC 1999 - 1999
National Cooperative Bank 1996 - 1998
Skills
Commercial Real Estate..., Due Diligence, Asset Management, Valuation, Strategy, Joint Ventures, Investments, Private Equity, Acquisitions, Disposition, Real Estate Development, Real Estate Financing, Real Estate Private..., Financial Structuring, Finance, Commercial Real Estate, Structured Finance, Leases, Loans, Mergers & Acquisitions, Real Estate Economics, Real Estate Transactions, Contract Negotiation, Investment Properties, Property Management, Financial Modeling, Portfolio Management, Brokerage, Real Estate, Corporate Real Estate, Investors, Underwriting, Equities, Leveraged Finance, Capital Markets, Tenant, CMBS, Debt Restructuring, Financial Analysis, Credit Analysis, Alternative Investments, Mezzanine, Credit, Lease Negotiations, Deal Sourcing, Dispositions, Business Development, Corporate Finance
Education
George Mason University
B.S., Finance
Indiana University - Kelley School of Business
MBA, Finance and International Business
Citibank NA May 2013 - Present
Human Resource Service Delivery June 2012 - December 2012
JPMorgan Chase November 1989 - December 2012
J.P. MORGAN CHASE & CO January 1989 - December 2012
JPMorgan Chase 1989 - December 2012
Chase Business Services January 2000 - January 2003
Chase Automotive Finance January 1995 - January 2000
American Express Company January 1987 - January 1989
Skills
Business Process..., Process Improvement, Cross-functional Team..., Change Management, Project Management, Management, Leadership, Software Documentation, Six Sigma, PMO, Project Planning, Financial Analysis
Education
Adelphi University
MBA, Finance & Marketing
Hofstra University
BA, Training
Royal Caribbean Cruises, Ltd. February 2015 - Present
Contact Centric Solutions LLC December 2011 - Present
Banesco Banco Universal March 2013 - December 2013
AR Advisors October 2010 - January 2013
America 4 C.A. July 2008 - August 2010
Espirito Santo Bank April 2007 - April 2008
Mercantil Commercebank N.A. December 2005 - April 2007
J.P. Morgan Chase & Co. August 1998 - February 2004
McKinsey & Co. May 1997 - August 1997
Sprint Nextel February 1994 - June 1996
Education
Instituto de Estudios Bursatiles 2011 — 2011
Specialization in Private Equity, M&A and Financing of Operations
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
M.B.A.
Universidad Católica Andrés Bello 1988 — 1994
Engineering
Colegio Claret 1980 — 1988
Bachelor of Science
J.P. Morgan Chase & Co. January 2013 - Present
Stein Riso Mantel, LLP December 2011 - December 2012
U.S. Department of Justice September 2006 - December 2011
Anastasi & Associates, P.A. March 2006 - September 2006
United States Navy November 2002 - March 2006
Skills
Litigation, Litigation Management, Legal Research, Commercial Litigation, Legal Writing, Civil Litigation, Corporate Law, Courts, Appeals, Trials
Education
American University, Washington College of Law 1999 — 2002
Juris Doctor
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Arts, Political Science with concentration in American Political Parties
State Auto Insurance October 2013 - Present
Franklin Computer Services Group May 2011 - October 2013
Institute for Human Services May 2008 - May 2011
Citi Fund Services July 2006 - August 2007
J.P. Morgan Chase & Co. May 1998 - May 2006
Skills
BlueStripe FactFinder, Small Business Server, Windows Server 2008, Windows 7, Blackberry, Symantec Endpoint..., Backup Exec, spiceworks, Windows, Banking, Customer Service, Documentation, Databases, Excel, Fundraising, Hardware, Lotus Notes, Microsoft Office, Non-profits, Outlook, Retail, SQL, Troubleshooting, Teamwork, Team Management, TCP/IP, VoIP, VMware, Word, Wireless, Zenworks, Microsoft Excel, Microsoft Word, Windows Server, Technical Support, Software Documentation, Networking, Servers, Software Installation, Disaster Recovery, VMware ESX, Operating Systems, Active Directory, SharePoint, VPN, Microsoft SQL Server, Infrastructure, Access, Computer Hardware, IT Management
Education
DeVry
Electronics
Franklin University
Business, Communications
The Ohio State University
Architecture
Wright State University
Engineering
Bank of America February 2014 - Present
Toyota Financial Services August 2007 - September 2013
J.P. Morgan Chase & Co. June 2000 - June 2007
Deutsche Bank North America June 1995 - June 2000
Deutsche Bank AG, Head Office Frankfurt June 1991 - June 1995
Deutsche Bank AG, New York Branch June 1988 - June 1991
Deutsche Bank AG, New York Branch June 1987 - June 1988
Deutsche Bank Berlin AG June 1985 - August 1985
Skills
Credit Risk, Portfolio Management, Corporate Finance, Economic Capital, Risk Management, Financial Risk, Financial Modeling, Banking, Derivatives, Finance, Investment Banking, Basel II, Loans, Investments, Credit, Credit Analysis, ALM, SAS, Capital Markets, Financial Markets, Securitization, Commercial Banking, Statistics, Mathematica, C++, Visual Basic, Regulatory Capital, Matlab, Equities, Mortgage Lending, Financial Services, Business Analysis, Trading, Operational Risk..., Fixed Income, Analysis, Credit Scoring, Enterprise Risk..., Financial Analysis, Quantitative Finance, Statistical Modeling, Quantitative Analytics, VBA, Market Risk, Financial Engineering, Mathematical Statistics, Wholesale Banking, Retail Banking, Wholesale Lending, Foreign Languages
Education
New York University - Leonard N. Stern School of Business 1996 — 2002
M.S., Statistics & Operations Research (Financial Engineering Program)
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance & International Business
Michigan State University 1981 — 1984
B.A, German
University of Freiburg 1982 — 1983
German
DeMotte Christian School May 2013 - June 2015
Roseland Christian School November 2004 - April 2013
J.P. Morgan Chase & Co April 1982 - October 2004
American National Bank 1982 - 2004
First Federal S & L of Chicago June 1975 - March 1982
Skills
Fundraising, Non-profits, Public Speaking, Management, Volunteer Management, Leadership Development, Event Planning, Grant Writing, Community Outreach, Event Management, Program Development, Customer Service, Staff Development, Curriculum Design, Community Development, Grants, Public Relations, Strategic Planning, Leadership, Organizational..., Teaching, PowerPoint, Higher Education, Nonprofits, Social Networking, Planned Giving, Philanthropy, Annual Giving, Stewardship, Newsletters, Board Development, Non-profit...
Education
Trinity Christian College 1967 — 1971
Chicago Christian High School 1964 — 1967
DePaul University
Bachelor's degree, Business
American Express September 2013 - Present
American Express September 2011 - September 2013
American Express February 2009 - September 2011
American Express September 2007 - February 2009
American Express July 2005 - September 2007
American Express November 2004 - July 2005
J.P. Morgan Chase & Co. May 2002 - October 2004
Saloman Smith Barney 2000 - 2001
Skills
Cross-functional Team..., Start-ups, Management, Credit Cards, Portfolio Management, Retail, Enterprise Software, Relationship Management, Financial Services, Analytics, Payments, Strategic Partnerships, Financial Modeling, Segmentation
Education
Duke University 1996 — 2000
BA
Santa Fe Group April 2006 - Present
Trusted Computing Group 2005 - Present
BITS and The Santa Fe Group[ 2001 - Present
BITS/Financial Services Roundtable 2001 - Present
Clark University 1998 - Present
JP Morgan Chase 1995 - 2001
J.P. Morgan Chase & Co 1976 - 2001
NYCE Payments Network 1992 - 1994
Education
Clark University
John Jay College September 2014 - Present
John Jay College of Criminal Justice August 2007 - August 2014
Stony Brook University August 2003 - May 2007
J.P. Morgan Chase & Co. June 1998 - May 2002
Skills
Politics, Data Analysis, Grant Writing, University Teaching, Higher Education, Public Speaking, Quantitative Research, Research, Qualitative Research, Time Management, Student Affairs, SPSS, Teaching, Policy Analysis, Stata
Education
Stony Brook University 2003 — 2007
Ph.D., Political Science
Fordham University 1998 — 2002
B.A., Political Science & Economics
J.P. Morgan Chase & Co. June 2013 - Present
Lexington Realty Trust June 2010 - January 2012
Paul, Hastings, Janofsky & Walker 2001 - 2008
Paul Hastings 1993 - 2001
Fried Frank 1991 - 1993
Skills
Commercial Real Estate, Real Estate Financing, Corporate Real Estate, Investment Properties, Corporate Law, Asset Management, Private Equity, Disposition, Title Insurance, Investments, Commercial Litigation
Education
University of Pennsylvania Law School 1988 — 1991
JD
Mt. Holyoke College 1984 — 1988
BA, Politics
CANTOR FITZGERALD / BGC PARTNERS February 2006 - Present
DOUBLECLICK INC July 2003 - August 2005
J.P. MORGAN CHASE & CO. 2002 - 2002
MERRILL LYNCH EUROPE plc 2001 - 2001
FINANCIAL DYNAMICS/MORGEN WALKE September 1997 - August 2000
JEFFERIES & COMPANY, INC. July 1995 - August 1997
Skills
Investor Relations, Capital Markets, Equity Research, Equities, Due Diligence, Financial Modeling, Public Relations, Corporate Finance, IPO, Investments, Valuation, Fixed Income, Strategy, Finance, Mergers & Acquisitions, Bloomberg, Financial Markets, Equity Valuation, Commercial Real Estate, Real Estate Financing, Derivatives, Securities, Bonds, Equity Derivatives, Financial Analysis, Capital Raising, Financial Services, Electronic Trading, FX Options, Real Estate Economics, Real Estate, Internet, Mobile Internet, Internet Services, Online Advertising, Online Marketing, New Media, Banking, Investment Banking, Interactive..., Interactive Marketing, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of California, Berkeley 1987 — 1994
BA, Political Economy of Industrialized Societies
San Mateo High School
Big Arrow Group August 2014 - Present
Ogilvy RedWorks 2009 - 2012
Ogilvy RedWorks 2006 - 2008
Ogilvy RedWorks 2003 - 2005
J.P. Morgan Chase & Co. 1998 - 2002
Wells BDDP 1995 - 1997
Liberty Science Center 1992 - 1994
The City University of New York 1986 - 1991
Skills
Layout, Illustrator, Creative Direction, Adobe Creative Suite, Direct Mail, Corporate Branding, Interactive Marketing, Direct Marketing, Creative Services, Mac, Image Manipulation, Art Direction, Corporate Identity, Creative Strategy, Graphics, Graphic Design, Advertising
Education
Pratt Institute 1980 — 1984
Bachelor of Fine Arts (BFA), Graphic Design
Recovco Mortgage Management May 2009 - December 2010
J.P. Morgan Chase & Co. July 2008 - March 2009
American Home Mortgage July 2002 - June 2008
Skills
Financial Risk, Loans, Management, Mortgage Lending, Underwriting, Valuation
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2001
J.P. Morgan Chase & Co. June 2015 - Present
J.P. Morgan Chase & Co. June 2015 - Present
Citi January 2006 - May 2015
BISYS 2006 - 2009
Eagle Investment Systems March 2005 - January 2006
State Street Global Advisors 2001 - 2006
State Street Global Advisors March 2000 - March 2005
Skills
Hedge Funds, Fund Accounting, Equities, Alternative Investments, Mutual Funds, Derivatives, Fixed Income, Bloomberg, Investments, Financial Services, Asset Management, Securities, Bonds, Back Office, Trading Systems, Fund Administration, Fund Of Funds, Capital Markets
Education
Northeastern University 1990 — 1995
Bachelor of Science (BS), Finance, General
J.P. Morgan Chase & Co. February 2006 - Present
Education
San Diego State University-California State University 1970 — 1974
JP Morgan Chase & Co 1998 - Present
Education
University of Madras 1985 — 1989
BE, Computer Science & Engineering
Pershing, a BNY Mellon company October 2013 - April 2015
J.P. Morgan Chase & Co. December 2012 - October 2013
Knight Capital Group July 2010 - December 2012
Citigroup-Morgan Stanley Smith Barney (MSSB) November 2005 - July 2010
Banc of America Securities June 2004 - November 2005
SG Fimat March 2003 - June 2004
NASD (now FINRA) March 2000 - March 2003
Skills
USA PATRIOT Act, KYC, Auditing, AML, Bank Secrecy Act, CIP, OFAC, Surveillance, Compliance, Due Diligence, Background Checks, FINRA, Fraud, Mantas, Actimize, World Check, Westlaw, Sanction, Investigations, BSA, Sanctions, Fraud Investigations, Managerial Experience, Lexis Nexis, Norkom, Choicepoint, Factiva
Education
City University of New York-Brooklyn College 1992 — 1997
Wells Fargo March 2013 - Present
Bank of America January 2012 - February 2013
Bank of America July 2010 - December 2011
Bank of America April 2008 - June 2009
Bank of America March 2006 - March 2008
Bank of America June 2004 - August 2005
Bank of America March 2003 - May 2004
Delta Airlines June 2002 - February 2003
Cambridge Technology Partners December 2000 - February 2002
JP Morgan Chase & Co June 1998 - November 2000
Skills
Banking, Financial Services, Customer Acquisition, Analytics, Segmentation, Portfolio Management, Relationship Management, Product Management, Credit, Direct Marketing, Credit Cards, Risk Management, Customer Experience, Strategic Planning, Business Strategy
Education
University of South Carolina-Columbia
Bachelors, Finance
Vanderbilt University - Owen Graduate School of Management
MBA, Marketing
Ward & Lawless LLC January 2008 - Present
Skadden, Arps, Slate, Meagher & Flom LLP April 2006 - December 2007
J.P. Morgan Chase & Co. October 1992 - April 2006
Skills
Nonprofits, Politics, Government, Public Policy, Strategic Communications, Policy Analysis
Education
Fairfield University 1985 — 1989
BS, Marketing, English
Morningview Technologies, Inc. July 2012 - September 2012
Magnatech Business Systems, Inc. September 2011 - June 2012
J.P. Morgan Chase & Co. January 1999 - June 2009
Associated Press September 1989 - July 1998
Queens College Academic Computer Center June 1984 - July 1988
Skills
Incident Management, Disaster Recovery, Business Continuity, Vendor Management
Education
City University of New York-Queens College 1980 — 1987
Computer Science
Bronx High School of Science
Dynamex Trading LLC November 2013 - Present
S3 Partners December 2012 - September 2013
WallachBeth Capital LLC January 2010 - December 2012
Royal Bank of Scotland (Previously ABN AMRO Inc.) December 2006 - September 2009
ABN AMRO Incorporated July 2006 - December 2006
Bear Stearns &Co. Inc August 2004 - July 2006
J.P. Morgan Chase & Co. August 2001 - August 2004
Skills
Options, Derivatives, Equity Derivatives, Trading, Equities, Swaps, ETFs, Equity Trading, Prime Brokerage, Hedge Funds, Structured Products, Alternative Investments, Bloomberg, Trading Strategies, Equity Research
Education
State University of New York at Albany 1997 — 2001
Bachelor's degree, Economics / Business Administration
First Republic Bank May 2013 - Present
Montgomery & Co., LLC May 2012 - May 2013
EveryNetwork July 2010 - May 2012
Wells Fargo January 2010 - July 2010
Silver Lake Partners May 2008 - December 2009
Morgan Stanley May 2006 - May 2008
Wells Fargo Bank October 2004 - May 2006
Bear Stearns March 2004 - October 2004
JP Morgan Chase & Co July 1999 - January 2004
Skills
Windows Server 2008, Tandberg, Backup Exec, Group Policy, VMware ESX, VMware, Windows 7, Active Directory, Windows Server 2003, Telepresence, vSphere, DHCP, Blackberry Enterprise..., Video Conferencing, Symantec Endpoint..., Windows XP Professional, Symantec Antivirus, Forefront, DNS, VMware Infrastructure, Virtualization, Audio Conferencing, TMS, Cisco, System Administration, Servers, WAN, Laptops, Blackberry, Deployment, Patch Management, VPN, Firewalls, Windows, XP, Wireless, SIP Trunking, ShoreTel, Terminal Server, Bloomberg Terminal, KACE, Market Data, Windows Server, Disaster Recovery, TCP/IP, SaaS, Cisco Call Manager, MXLogic, Terminal Services, Vendor Management
Education
Tandberg Certified Engineer 2010 — 2010
Unitek
MCP, Microsoft Server 2003
University of California, Irvine 1990 — 1994
Bachelor, Arts; Comparative Literature and Spanish Literature
WellCare Health Plans February 2014 - Present
WellCare November 2009 - Present
Amerigroup Corporation March 2005 - September 2009
J.P. Morgan Chase & Co. September 2002 - March 2005
Williams - Sonoma 1999 - 2002
Skills
Process Improvement, Microsoft Word, Project Planning, Management, Time Management, Access, Leadership, Software Documentation, Troubleshooting, Coaching, Budgets, Team Building, Team Leadership, Customer Service, Outlook, Microsoft Excel, PowerPoint, Customer Satisfaction, SharePoint, Sales, Quality Assurance, Training, Analysis, Cross-functional Team..., Call Centers, Medicare, Customer Experience, Visio, Medicaid
Education
International Academy of Design 1993 — 1999
BFA, Interior Design
Morgan Stanley September 2006 - Present
J.P. Morgan Chase & Co. November 2000 - September 2006
Education
Texas Tech University - Rawls College of Business 1996 — 1999
Master of Science, Management Information Systems; Finance
Genesys January 2008 - Present
Citigroup / Citi Cards 2007 - 2007
American Express 2004 - 2007
J.P. Morgan Chase & Co. 2001 - 2004
EAB 2000 - 2001
CHASE 1998 - 2000
AT&T 1996 - 1998
Ed Blank & Associates 1995 - 1996
Ad Methods, Halpern and Eurich 1993 - 1994
Skills
SaaS, Multi-channel Marketing, Salesforce.com, Strategic Partnerships, CRM, Customer Acquisition, Lead Generation, Product Management, Direct Marketing, Solution Selling, Strategy, Analytics, Mobile Marketing, Sales Process, Cloud Computing, Financial Services, B2B, Customer Experience, Marketing Strategy, Professional Services, E-commerce, Demand Generation, Go-to-market Strategy, Account Management, Call Centers, Email Marketing, Mobile Devices, Channel Partners, Direct Sales, Customer Retention, Enterprise Software, Digital Marketing, Product Marketing, Six Sigma
Education
University of Massachusetts, Amherst 1991 — 1993
Bachelor of Arts, Communications
Harborfields High School 1984 — 1988
Insight Global, Inc. February 2015 - Present
J.P. Morgan Chase & Co. November 2014 - January 2015
CACI International Inc March 2012 - November 2014
AC4S December 2010 - February 2012
SAIC June 2009 - December 2010
Covenant Security Solutions October 2007 - February 2009
Publix Employees Federal Credit Union December 2006 - October 2007
Covenant Security Solutions December 2005 - May 2007
Spectrum Comm Inc December 2004 - December 2005
United States Navy April 1994 - December 2004
Skills
CISSP, PMP, Systems Engineering, Security Clearance, ITIL, DoD, Disaster Recovery, Information Assurance, C&A, Penetration Testing, Security, NIST, Information Security, DIACAP, Network Security, Information Security..., Computer Security, Air Force, Integration, Vulnerability Assessment, Navy, Security+, Command, Intelligence, Intrusion Detection, Networking, Computer Forensics, Vulnerability Management, FISMA, Requirements Analysis, Firewalls
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Masters, Project Management
DeVry University 2009 — 2010
BS, Technical Management, Summa Cum Laude
ECPI University 1995 — 1997
A.A.S., Computer Technology (Electronics)
J.P. Morgan Chase & Co. August 2010 - Present
Citigroup June 1999 - August 2010
Skills
Corporate Finance, Investment Banking, Capital Markets, Banking, Financial Services, Fixed Income, Risk Management, Portfolio Management, Investments, Strategic Planning
Education
Harvard University Kennedy School of Government 1997 — 1999
MPP, Business and Government
Florida Agricultural and Mechanical University
Colorado Springs Fine Arts Center February 2014 - Present
Hewlett-Packard June 2013 - Present
Nerium International March 2013 - December 2013
Hewlett-Packard December 2002 - June 2012
JP Morgan Chase & Co September 2001 - December 2002
Compaq Direct (later merged with HP) July 1992 - July 2001
Investor’s Fiduciary Trust Company October 1987 - January 1992
Skills
Cloud Computing, Enterprise Software, Pre-sales, Account Management, Sales Process, Direct Sales, CRM, Management, Customer Satisfaction, Team Leadership, Partner Management, HP, Solution Selling, Storage, Customer Service, Data Center, Channel Partners, Channel, SaaS, Sales, Negotiation, Selling, Business Development, New Business Development, Sales Enablement, Sales Operations, Training, Sales Management, Forecasting, Salesforce.com, Managed Services, Servers, Virtualization, Cold Calling, Professional Services, Cross-functional Team..., Lead Generation, Pricing, Strategic Partnerships, B2B, Process Improvement, Storage Virtualization, Resellers, Start-ups, Product Marketing, Go-to-market Strategy, Key Account Management, Channel Sales, Storage Solutions, Unified Communications
Education
University of Illinois at Urbana-Champaign - College of Business 1983 — 1987
Bachelor of Science (B.S.), Finance, General, 4.2/5.0
Limestone Community High School 1980 — 1983
High School Graduate, College Studies, Top 10
Various 1985 — 2001
Additional Education
Verifi Technologies @ WR Grace April 2012 - Present
First Data Corporation April 2006 - April 2011
GuideWorks LLC October 2005 - April 2006
JP Morgan Chase & Co February 1999 - May 2005
Accenture February 1997 - February 1999
Fastech Inc April 1995 - January 1997
University of Delaware February 1994 - February 1995
University of Delaware February 1992 - February 1994
Skills
AngularJS, Cassandra, Java, REST, Web Services, Spring, JSON, Software Development, Object Oriented Design, Tomcat, JDBC, Linux, JavaScript, Core Java, Ant, EJB, Hibernate, Agile Methodologies, XML, SOAP, JUnit, Java Enterprise Edition, Shell Scripting, Maven, PostgreSQL, Spring Framework
Education
University of Delaware 1992 — 1995
Ph.D. program (no degree), computer science
University of Iowa 1989 — 1991
MS, computer science
Fidelity Investments September 2011 - Present
Fidelity Investments March 2001 - August 2011
JP Morgan Chase & Co January 2000 - March 2001
Education
University of New Hampshire 1988 — 1992
J.P. Morgan Chase & Co. June 2015 - Present
UBS Financial Services Inc. 2008 - Present
Merrill Lynch 1998 - 2008
T Rowe Price Associates Inc. 1993 - 1998
T. Rowe Price Associates Inc. 1992 - 1993
T. Rowe Price Associates, Inc. 1987 - 1992
Skills
ERISA, Retirement, IRAs, Investments, 401k, Securities, FINRA, Roth IRA, Contract Negotiation, Simple IRA, Profit Sharing, Mutual Funds, Retirement Planning, Employee Benefits, 401 K Rollovers, IRA's, SEP, Financial Services, Investment Advisory, Investment Advisers Act, Broker-Dealer
Education
Anne Arundel Community College
University of Baltimore School of Law
JD
University of Maryland Baltimore County
BS, Political Science
Internal Revenue Service June 2010 - Present
KPMG LLP March 2008 - May 2009
J.P. Morgan Chase & Co. September 2005 - February 2008
KPMG May 1999 - September 2005
Daiwa Bank April 1990 - May 1999
Touche Ross & Co. December 1987 - April 1990
BOEHRINGER INGELHEIM PHARMACEUTICALS, INC June 1985 - December 1987
Barclays Bank PLC December 1978 - June 1985
Skills
Corporate Tax, Tax Compliance, Tax, Tax Accounting, Tax Law, Auditing, Income Tax, Transfer Pricing
Education
Pace University - Lubin School of Business 1988 — 1991
Advanced Professional Certificate, Taxation
Fordham University
B.S., Accounting
LIU Post
M.B.A., Business Administration
J.P. Morgan Chase & Co June 2014 - July 2015
WTS Proprietary Trading Group, LLC 2010 - 2010
Skills
Financial Modeling, Bloomberg, Financial Analysis, Capital Markets, Equity Research, Equities, Investments, Valuation, Investment Banking
Education
Baruch College 2006 — 2010
BBA, FInance
JP Morgan Chase & Co December 2010 - Present
Allstate Bank 2001 - 2009
Pan American Bank May 2000 - June 2001
Education
Argosy University Sarasota 2006 — 2006
MBA, Forensic Accounting
University of Phoenix 2003 — 2005
B.S., Business Accounting
BlackRock May 2013 - Present
J.P. Morgan Chase & Co. May 2011 - May 2013
Prudential Financial September 2010 - May 2011
Skills
Financial Analysis, Investments, Financial Modeling, Strategic Financial..., Mutual Funds, Series 63, Microsoft Excel, Valuation, Risk Management, Finance, Asset Managment, Bloomberg, Asset Allocation, Financial Services, Equities, Microsoft Office, Series 6, Portfolio Management, Fixed Income, Hedge Funds, Credit Analysis, Credit, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
Business
La Salle College High School 2000 — 2004
Investment Banking Institute 2010 — 2010
Financial Modeling and Valuation
Accenture September 2012 - Present
Global Computer Enterprises, Inc October 2010 - Present
JP Morgan Chase & Co November 2009 - May 2010
DJ Mosier Financial Services December 2007 - February 2008
Opal Strategic Marketing and Communications, LLC 2008 - 2008
University of Notre Dame May 2007 - August 2007
Skills
SDLC, SQL, Visio, SharePoint, PowerPoint, Microsoft Excel, Oracle, Business Analysis, PL/SQL, Software Documentation, Microsoft SQL Server, Databases, Access, Quality Assurance, Data Analysis, Analysis, CRM, Requirements Gathering
Education
University of Notre Dame 2004 — 2008
Bachelor of Arts, Economics and Computer Applications
Intel Corporation November 2010 - Present
J.P. Morgan Chase & Co 2009 - 2009
E*TRADE Financial September 2001 - November 2007
Global Environment Fund May 2001 - September 2001
SNL Financial March 2000 - May 2001
Skills
Excellent Financial..., Marketing Research, Building Strong..., US GAAP, Financial Analysis, Financial Reporting, French, German, Communication, Financial Statements, Statistical Data..., Corporate Finance, Financial Modeling, Valuation, Due Diligence, Process Improvement, Forecasting, Business Strategy, Analysis, Accounting, Finance, Project Management, Private Equity, Managerial Finance, Cross-functional Team..., Business Analysis, Financial Accounting, Hyperion Enterprise, Microsoft Excel, Financial Statement..., Market Research, Banking, Credit, Data Analysis
Education
Howard University
MBA, Finance
Concordia University
B.A., Economics
J.P. Morgan Chase & Co. October 2013 - Present
CitiGroup May 2011 - September 2013
Barclays Capital April 2010 - May 2011
Morgan Stanley & Co. September 2006 - April 2010
J.P. Morgan Chase & Co. November 2000 - September 2006
Nexgenix, Inc. September 1999 - November 2000
Skills
Market Risk, Credit Risk, Risk Management, Financial Risk, Investment Banking, Banking, Trading, SDLC, Securitization, Fixed Income, Derivatives, Capital Markets, Finance, Equities, Trading Systems, FX Options, Interest Rate..., Regulatory Capital, Hedge Funds, Options, Middle Office
Education
Texas Tech University - Rawls College of Business 1998 — 1999
Masters, Management Information Systems
Texas Tech University - Rawls College of Business 1996 — 1998
Masters, Finance
Stafford Technology July 2015 - Present
J.P. Morgan Chase & Co. June 2014 - July 2015
Quick Solutions March 2013 - April 2014
J.P. Morgan Chase & Co. (Modis Consulting) May 2012 - March 2013
Information Control Corporation July 2011 - May 2012
Ohio Attorney General's Office July 2010 - July 2011
Kenworth Truck Company January 2008 - July 2010
Skills
Microsoft SQL Server, SQL, Business Analysis, SDLC, Software Development, Web Services, XML, C#, Agile Methodologies, SharePoint, SSRS, .NET, VB.NET, Scrum, Databases, Requirements Analysis, Consulting, HTML, JavaScript, Oracle, Requirements Gathering
Education
DeVry University 2004 — 2005
Bachelor of Science, Information Technology
Wright State University 1997 — 2002
Bachelor of Science (B.S.), Psychology
Deens & Co. Group, DBA Telcom Logistics, SL Ltd January 2012 - Present
Patriotic Sierra Leoneans (PSL) Organization October 2010 - Present
Expedia, Inc September 2010 - September 2012
J.P. Morgan Chase & Co. July 2006 - September 2010
Missouri State University June 2004 - May 2006
Central Bible College January 2004 - June 2004
Skills
Project Management, Sales Management, Wealth Management, Investments, Global Business..., Business Analysis, Business Strategy, Business Planning, Business Process..., Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Strategic Financial..., Managerial Finance, Managerial Economics, Operations Management, Enterprise Risk..., Risk Management, Qualitative Data, Qualitative Research, Quantitative Analytics, Foreign Policy Analysis, Foreign Policy, Foreign Affairs, Foreign Relations, Investment Strategies, International..., Conflict Resolution, Investment Banking, Commercial Banking, Retail Banking, Statistical Modeling, Statistical Sampling, International Economics, Economic Development, Sustainable Development, Small Business Marketing, New Business Development, Organizational..., Organizational Structure, Microsoft Certified..., Program Management
Education
Missouri State University 2004 — 2006
Master of Business Administration (MBA), International Management
Missouri State University 2004 — 2005
Master of International Affairs & Administration (MIAA), International Economics & Business
CBC 2003 — 2004
Bachelor of Arts (BA), Biblical Studies
Magburaka Secondary School for Boys (MSSB) - Sierra Leone
GCE 'A' Level, Social Sciences, 3 GCE 'A' Level Passes (out of 4)
Princeton University
Princeton University
Parametric Risk Advisors March 2008 - Present
Merrill Lynch April 2001 - August 2007
J.P. Morgan Chase & Co. July 1995 - March 2001
Skills
Asset Management, Investments, Alternative Investments, Fixed Income, Hedge Funds, Equities, Capital Markets, Portfolio Management, Asset Allocation, Derivatives, Series 7, Mutual Funds
Education
The Wharton School, University of Pennsylvania 1993 — 1995
MBA, Finance
Princeton University 1985 — 1989
Bachelor's degree, Economics
CME Group January 2011 - Present
Independent Energy Trading February 2009 - January 2011
J.P. Morgan Chase & Co. July 2006 - December 2008
Paragon Brokerage LLC March 2005 - July 2006
Energex LLC May 2002 - March 2005
United Energy September 1996 - May 2002
Education
Regis University 1991 — 1995
BA Sociology
J.P. Morgan Chase & Co. March 2013 - Present
J.P. Morgan Corporate & Investment Bank August 2006 - March 2013
J.P. Morgan Private Bank February 2000 - August 2006
Skills
Investment Banking, Equities, Capital Markets, Fixed Income, Derivatives, Emerging Markets, Spanish, Trading, Hedge Funds, Treasury Management
Education
Texas Tech University 1997 — 1999
Master of Public Administration (M.P.A.), Public Administration
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Labor and Industrial Relations
Penn State University 1992 — 1996
Bachelor of Arts (B.A.), Latin American Studies
J.P. Morgan Chase & Co. June 2014 - Present
ADTRAN December 2010 - June 2014
Lafarge North America, Inc. February 2005 - September 2010
Leica Microsystems March 2003 - January 2005
Discovery Communications November 2002 - March 2003
MCI WorldCom August 1999 - November 2002
Birch & Davis Associates, Inc. July 1996 - February 1999
Cathay Pacific Airways June 1990 - November 1995
Skills
Administrative..., Office Management, Travel Arrangements, Calendaring, Executive Support, Lotus Notes, Office Administration, Outlook, Event Planning, Calendars, Microsoft Excel, PowerPoint, Executive..., Microsoft Office, Expense Management, Coordination, Microsoft Word, Event Management, Project Coordination, Travel Planning, Telephone Skills, Confidentiality, Recruiting, Leadership, Software Documentation
Education
St. Xavier's College 1981 — 1986
Bachelors, Sociology & Anthropology
Alexandria Girls English Institution, Bombay, India 1971 — 1981
TransCapital Bank October 2013 - Present
Sabadell United Bank June 2012 - May 2013
Sabadell United Bank August 2011 - June 2012
Lydian Private Bank April 2011 - June 2012
Chefs on the Loose, Inc. February 2008 - April 2011
J.P. Morgan Chase & Co. January 2005 - February 2008
JP Morgan Asset Management September 2002 - December 2004
Webster Bank 1990 - 2001
The Bank of Hartford 1989 - 1990
Skills
Asset Managment, Mutual Funds, Hedge Funds, Securities, Banking, Investments, Portfolio Management, Financial Services, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Accounting, Asset Management, Finance, Internal Controls, Auditing
Education
Central Connecticut State University
B.A. Business Administration, Major in Accounting, Accounting
Florida State University
Financial Planning Certificate, Financial Planning
University of New Haven
M.B.A., Finance & Accounting
Matt Martin Real Estate Management Company January 2015 - June 2015
J.P. Morgan Chase & Co. July 2011 - June 2014
Bank of America June 2009 - July 2011
Sameday Tax services March 2005 - December 2009
Skills
Mortgage Lending, Business Analysis, Analysis, Strategic Planning, Mortgage Underwriting, Loan Origination, Financial Analysis, Business Intelligence, Loans, Credit Analysis, Mortgage Banking, Consumer Lending, Credit, Commercial Lending, Small Business Lending, Commercial Banking, Credit Risk, Lines Of Credit, Banking, Correspondent Banking, Loss Mitigation, Wholesale Lending, Construction Loans, Mortgage Servicing, Residential Mortgages, Project Management, Customer Service, Risk Management, Business Strategy, Team Building, Mortgage Compliance
Education
Brookhaven College 2000 — 2002
Business
Brookhaven Community College 2000 — 2002
Associate's degree, Business Administration and Management, General
J.P. Morgan Chase & Co. July 2012 - Present
Dow Chemical February 2012 - July 2012
Ernst & Young December 2009 - March 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Internet Explorer, SAP, Auditing, Financial Modeling, Planning Budgeting &..., Credit Analysis, Financial Analysis, Corporate Finance, Finance, English, Teamwork, Microsoft Office, Economics, Business Strategy, Strategic Planning
Education
Universidad de San Andres 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General
Universidad de San Andres 2007 — 2011
Accounting, Accounting and Finance
St. Andrew's Scots School 1991 — 2006
Jefferies Group LLC December 2014 - Present
Jefferies Group LLC July 2012 - December 2014
Jefferies Group Inc. June 2011 - August 2011
J.P. Morgan Chase & Co. June 2010 - August 2010
UBS May 2010 - May 2010
Morrison & Foerster LLP June 2009 - August 2009
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Finance
Wells Fargo June 2014 - Present
J.P. Morgan Chase & Co. May 2007 - March 2014
First Investors August 2006 - April 2007
Skills
Investments, Credit, Finance, Wealth Management, Mortgage Lending, Mutual Funds, Banking, Financial Services, Loans, Consumer Lending, Series 63, Commercial Lending, Small Business Lending, Portfolio Management, Financial Planning, Loan Origination, Relationship Management, Mortgage Banking, Lines Of Credit, Asset Allocation, Financial Advisory, Retirement Planning, Equities, Asset Management, Risk Management, Securities, Residential Mortgages, Retail Banking, Series 6, Investment Advisory, Management, Refinance, Fixed Annuities, Cross Selling, Leadership
Education
Kean University
Business Administration and Management, General
J.P. MORGAN CHASE & Co. August 2013 - May 2015
J.P. MORGAN CHASE & Co. May 2007 - July 2013
J.P. MORGAN CHASE & Co. November 2005 - December 2006
J.P. MORGAN CHASE & Co. January 2003 - November 2004
J.P. MORGAN CHASE & Co. 1997 - 2002
J.P. MORGAN CHASE & Co. 1989 - 1997
Skills
Data Analysis, Compliance Audits, Attention to Detail, Call Calibration, Process Analysis, Quality Control, Exceptions..., Public Speaking, Quality Assurance, Technical Writing, Consummate Coaching, Facilitation
Education
University of Oklahoma
Bachelor of Science, Mathematics