JP Morgan Chase & Company
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 & Company Employees
Employee
Years
Job
Industry
Carina Francis Carina Francis's JP Morgan Chase & Company Experience 2011 - 2012
Job Advertising Manager at Patch.com/AOL
Industry Marketing and Advertising
Experience
Patch.com - An AOL company December 2012 - July 2014
JP Morgan Chase & Company 2011 - 2012
Optimism Matters, Inc. May 2010 - August 2011
Skills
Film Production, Film Editing, Final Cut Pro, Documentaries, Reading, Writing, Research, Data Analysis, Transcribing, Public Speaking, Non-profit..., Community Outreach, Mentoring, Microsoft Office, Mac, Hospitality, Sales, Customer Retention, Exceptional Listener, Online Advertising, Social Media Marketing, Digital Marketing, Business Development, SEO, Cold Calling, Editing, Training, Online Marketing, Interviews, Qualifying Prospects, Marketing Strategy, PowerPoint, B2B, Team Building, Account Management, Proposal Writing, Leadership Development, Nonprofits, Consulting, Salesforce.com, Lead Generation, Coaching, Social Networking, CRM, Direct Sales, Business Networking, Time Management, Advertising, Marketing, Customer Service
Education
Global Coaching Solutions 2014 — 2014
Certified Coach, CC, Life Coach
Spelman College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Valencia Community College 2006 — 2008
Associate of Arts (A.A.), Psychology
Patch.com - An AOL company December 2012 - July 2014
JP Morgan Chase & Company 2011 - 2012
Optimism Matters, Inc. May 2010 - August 2011
Skills
Film Production, Film Editing, Final Cut Pro, Documentaries, Reading, Writing, Research, Data Analysis, Transcribing, Public Speaking, Non-profit..., Community Outreach, Mentoring, Microsoft Office, Mac, Hospitality, Sales, Customer Retention, Exceptional Listener, Online Advertising, Social Media Marketing, Digital Marketing, Business Development, SEO, Cold Calling, Editing, Training, Online Marketing, Interviews, Qualifying Prospects, Marketing Strategy, PowerPoint, B2B, Team Building, Account Management, Proposal Writing, Leadership Development, Nonprofits, Consulting, Salesforce.com, Lead Generation, Coaching, Social Networking, CRM, Direct Sales, Business Networking, Time Management, Advertising, Marketing, Customer Service
Education
Global Coaching Solutions 2014 — 2014
Certified Coach, CC, Life Coach
Spelman College 2008 — 2012
Bachelor of Arts (B.A.), Psychology
Valencia Community College 2006 — 2008
Associate of Arts (A.A.), Psychology
Robert Tasch Robert Tasch's JP Morgan Chase & Company Experience June 2011 - December 2011
Job Contract Underwriter at US Bank Home Mortgages
Industry Banking
Experience
US Bank Home Mortgages October 2014 - December 2014
TATA Consultancy Services. Ltd January 2012 - December 2013
JP Morgan Chase & Company June 2011 - December 2011
Federal Home Loan Bank of New York March 2010 - December 2010
National City Mortgage Corporation July 2006 - September 2008
Fifth Third Bank January 2005 - September 2006
Fifth Third Bank January 2004 - January 2005
Ohio Savings Bank September 2002 - December 2004
First West Mortgage Bankers August 1999 - September 2002
Republic National Bank of New York July 1998 - August 1999
Skills
Underwriting, Process Improvement, Loss Mitigation, Mortgage, Credit, Banking, Risk Management, Loans, Mortgage Banking
Education
Pace University - Lubin School of Business 1977 — 1982
BBA, Accounting
US Bank Home Mortgages October 2014 - December 2014
TATA Consultancy Services. Ltd January 2012 - December 2013
JP Morgan Chase & Company June 2011 - December 2011
Federal Home Loan Bank of New York March 2010 - December 2010
National City Mortgage Corporation July 2006 - September 2008
Fifth Third Bank January 2005 - September 2006
Fifth Third Bank January 2004 - January 2005
Ohio Savings Bank September 2002 - December 2004
First West Mortgage Bankers August 1999 - September 2002
Republic National Bank of New York July 1998 - August 1999
Skills
Underwriting, Process Improvement, Loss Mitigation, Mortgage, Credit, Banking, Risk Management, Loans, Mortgage Banking
Education
Pace University - Lubin School of Business 1977 — 1982
BBA, Accounting
Siddartha Bhat Siddartha Bhat's JP Morgan Chase & Company Experience January 2006 - November 2010
Job Sr. Associate at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2010 - Present
JP Morgan Chase & Company January 2006 - November 2010
JPMorgan Chase July 2005 - January 2006
Credit Suisse First Boston February 2005 - June 2005
RSM Equico November 2004 - January 2005
Vertical Capital Partners July 2003 - March 2004
Skills
Bloomberg, Equities, Securities, Hedge Fund Management, Fixed Income, Corporate Actions, SEI/ NDS/ NFS, Ledger Reconciliation, Cosmic/ Titan / DTC, Advent Geneva, Invest One / Enterprise..., User Acceptance Testing, Relationship Management, Trade Capture Management, Root Cause Analysis, Settlement, Back Office, Hedge Funds, Middle Office, Mutual Funds, Axys, Investments, Banking, Analysis, Finance, Management
Education
Goldey-Beacom College 2010 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Goldey Beacom College 2010 — 2012
Master in Management, Business Administration and Management, General
City University of New York 1999 — 2002
Bachelors of Business Administration, Finance/Economics
BNY Mellon November 2010 - Present
JP Morgan Chase & Company January 2006 - November 2010
JPMorgan Chase July 2005 - January 2006
Credit Suisse First Boston February 2005 - June 2005
RSM Equico November 2004 - January 2005
Vertical Capital Partners July 2003 - March 2004
Skills
Bloomberg, Equities, Securities, Hedge Fund Management, Fixed Income, Corporate Actions, SEI/ NDS/ NFS, Ledger Reconciliation, Cosmic/ Titan / DTC, Advent Geneva, Invest One / Enterprise..., User Acceptance Testing, Relationship Management, Trade Capture Management, Root Cause Analysis, Settlement, Back Office, Hedge Funds, Middle Office, Mutual Funds, Axys, Investments, Banking, Analysis, Finance, Management
Education
Goldey-Beacom College 2010 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Goldey Beacom College 2010 — 2012
Master in Management, Business Administration and Management, General
City University of New York 1999 — 2002
Bachelors of Business Administration, Finance/Economics
Stacey Solomon Rothschild Mims Stacey Solomon Rothschild Mims's JP Morgan Chase & Company Experience September 2012 - February 2013
Job Recruiting Specialist RPO at AHS/AMN Healthcare
Industry Health, Wellness and Fitness
Experience
AHS/AMN Healthcare September 2015 - Present
DISYS April 2015 - August 2015
KPMG US January 2014 - March 2015
Ernst & Young J&M Management Consulting GmbH February 2013 - January 2014
JP MORGAN CHASE & COMPANY September 2012 - February 2013
GENPACT/GMAC September 2012 - February 2013
Skills
Underwriting, Customer Service, Management, Harp, USDA, Leadership, FHA, Hiring, Applicant Tracking..., Sales, HAMP, Fannie Mae, Cold Calling, Sourcing, Team Building, IT Recruitment, Recruiting
Education
Dallas Baptist University 2000 — 2004
Bachelor’s Degree, Business Administration and Management, General
Tarrant County College 1997 — 1999
Associate’s Degree, Business Administration and Management, General
Dallas Baptist University
Fairfield High School
High School, Business/Managerial Economics
AHS/AMN Healthcare September 2015 - Present
DISYS April 2015 - August 2015
KPMG US January 2014 - March 2015
Ernst & Young J&M Management Consulting GmbH February 2013 - January 2014
JP MORGAN CHASE & COMPANY September 2012 - February 2013
GENPACT/GMAC September 2012 - February 2013
Skills
Underwriting, Customer Service, Management, Harp, USDA, Leadership, FHA, Hiring, Applicant Tracking..., Sales, HAMP, Fannie Mae, Cold Calling, Sourcing, Team Building, IT Recruitment, Recruiting
Education
Dallas Baptist University 2000 — 2004
Bachelor’s Degree, Business Administration and Management, General
Tarrant County College 1997 — 1999
Associate’s Degree, Business Administration and Management, General
Dallas Baptist University
Fairfield High School
High School, Business/Managerial Economics
Devon Kline Devon Kline's JP Morgan Chase & Company Experience June 2013 - July 2013
Job Sr. Financial Analyst, Power & Project Finance at OneWest Bank
Industry Financial Services
Experience
OneWest Bank January 2015 - Present
FocalPoint Partners, LLC August 2014 - December 2014
JP Morgan Chase & Company June 2013 - July 2013
VAALCO Energy, Inc. May 2012 - August 2012
Atlas Roofing July 2011 - August 2011
Elizabeth Anthony/ Esther Wolf 2010 - 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, English, Leadership, Time Management, Team Leadership, Financial Modeling, Econometrics Analysis, Stata, Sales, Management, Project Finance, Due Diligence, Energy, Renewable Energy, Commercial Lending, Portfolio Management, Solar Energy
Education
Southern Methodist University 2010 — 2014
B.B.A. in Finance & B.S. in Economics with Financial Applications, Senior
OneWest Bank January 2015 - Present
FocalPoint Partners, LLC August 2014 - December 2014
JP Morgan Chase & Company June 2013 - July 2013
VAALCO Energy, Inc. May 2012 - August 2012
Atlas Roofing July 2011 - August 2011
Elizabeth Anthony/ Esther Wolf 2010 - 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, English, Leadership, Time Management, Team Leadership, Financial Modeling, Econometrics Analysis, Stata, Sales, Management, Project Finance, Due Diligence, Energy, Renewable Energy, Commercial Lending, Portfolio Management, Solar Energy
Education
Southern Methodist University 2010 — 2014
B.B.A. in Finance & B.S. in Economics with Financial Applications, Senior
Paul Limson Paul Limson's JP Morgan Chase & Company Experience November 2008 - February 2009
Job Navy Corpsman at US Navy
Industry Military
Experience
CTI Resource Management Services, Inc. February 2015 - Present
US Navy April 2009 - March 2015
US Navy September 2013 - June 2014
US Navy September 2013 - June 2014
J.P. Morgan Chase & Company November 2008 - February 2009
Aegis PeopleSupport Philippines Inc. November 2004 - August 2008
Skills
Leadership, Military, Security Clearance, Microsoft Office, Training, Program Management, Military Operations, DoD, Team Leadership, Government, Logistics, Operations Management, Government Procurement, Performance Improvement, Public Speaking, Team Building, Military Experience, Operational Planning, Navy, Process Improvement, Troubleshooting, National Security, Force Protection
Education
Columbia College 2014 — 2014
Associate's Degree, General Studies
CTI Resource Management Services, Inc. February 2015 - Present
US Navy April 2009 - March 2015
US Navy September 2013 - June 2014
US Navy September 2013 - June 2014
J.P. Morgan Chase & Company November 2008 - February 2009
Aegis PeopleSupport Philippines Inc. November 2004 - August 2008
Skills
Leadership, Military, Security Clearance, Microsoft Office, Training, Program Management, Military Operations, DoD, Team Leadership, Government, Logistics, Operations Management, Government Procurement, Performance Improvement, Public Speaking, Team Building, Military Experience, Operational Planning, Navy, Process Improvement, Troubleshooting, National Security, Force Protection
Education
Columbia College 2014 — 2014
Associate's Degree, General Studies
Jo Bakal, PMP Jo Bakal, PMP's JP Morgan Chase & Company Experience November 2008 - Present
Job Program Manager | Project Manager | PMP PMBOK Certified | CSM
Industry Information Technology and Services
Experience
J.P. MORGAN CHASE & COMPANY November 2008 - Present
HALLMARK MAGAZINE, INC. February 2007 - November 2008
Mattlin Mandell 2005 - 2007
JOHN WILEY & SONS, INC. 1997 - 2001
Harper Collins 1994 - 1997
IBM/Children's Television Workshop June 1992 - December 1993
Skills
Project Management, Project Planning, Testing, Management, Requirements Analysis, Program Management, Microsoft Office, Cross-functional Team..., Quality Assurance, SDLC, Strategy, Leadership, PMP, Production Budgeting, Analysis, Project Strategy, Project Delivery, Email Marketing, Marketing, Video & Media Production, Agile Methodologies
Education
3Back 2014 — 2014
Scrum Master Certification
Netcom Information Technology 2009 — 2009
PMP Certification
State University of New York Empire State College 2003 — 2006
Bachelor of Visual Arts, Fine Art
Tyler School of Art in Rome 1982 — 1983
Fine Arts
School of Visual Arts 1980 — 1982
Fine Arts
J.P. MORGAN CHASE & COMPANY November 2008 - Present
HALLMARK MAGAZINE, INC. February 2007 - November 2008
Mattlin Mandell 2005 - 2007
JOHN WILEY & SONS, INC. 1997 - 2001
Harper Collins 1994 - 1997
IBM/Children's Television Workshop June 1992 - December 1993
Skills
Project Management, Project Planning, Testing, Management, Requirements Analysis, Program Management, Microsoft Office, Cross-functional Team..., Quality Assurance, SDLC, Strategy, Leadership, PMP, Production Budgeting, Analysis, Project Strategy, Project Delivery, Email Marketing, Marketing, Video & Media Production, Agile Methodologies
Education
3Back 2014 — 2014
Scrum Master Certification
Netcom Information Technology 2009 — 2009
PMP Certification
State University of New York Empire State College 2003 — 2006
Bachelor of Visual Arts, Fine Art
Tyler School of Art in Rome 1982 — 1983
Fine Arts
School of Visual Arts 1980 — 1982
Fine Arts
Audra Murrell Audra Murrell's JP Morgan Chase & Company Experience February 2006 - Present
Job Q.A. Analyst/MIS Analyst at JPMorgan Chase
Industry Financial Services
Experience
JP MORGAN CHASE & COMPANY February 2006 - Present
Chase Auto Finance March 2005 - February 2006
Chase Auto Finance December 2003 - March 2005
Chase Auto Finance July 2002 - December 2003
DISTIBUTION AND ENTERTAINMENT August 2000 - June 2002
Skills
Access, Excel, Outlook, PowerPoint, Word, Visio, Lotus Notes, Photoshop, QuarkXPress, InDesign
Education
Touro College
Communications
JP MORGAN CHASE & COMPANY February 2006 - Present
Chase Auto Finance March 2005 - February 2006
Chase Auto Finance December 2003 - March 2005
Chase Auto Finance July 2002 - December 2003
DISTIBUTION AND ENTERTAINMENT August 2000 - June 2002
Skills
Access, Excel, Outlook, PowerPoint, Word, Visio, Lotus Notes, Photoshop, QuarkXPress, InDesign
Education
Touro College
Communications
Doug Rooney Doug Rooney's JP Morgan Chase & Company Experience 1999 - 2001
Job Senior Consultant at Integrity Computer Consulting
Industry Information Technology and Services
Experience
Integrity Computer Consulting November 2013 - Present
ICC February 2013 - October 2013
Mendocino Forest Products April 2012 - February 2013
Simple Office Solutions 2013 - 2013
Integrity Computer Consulting September 2010 - April 2012
Mendocino Forest Products 2012 - 2012
Sonoma Tilemakers Inc. November 2003 - September 2010
JPMorgan Chase 1999 - 2001
J.P. Morgan Chase & Company 1999 - 2001
Next Level Com 1994 - 1999
Skills
Consultancy, Change Management, Linux, Windows, Data Center, Telecommunications, Testing, Management, Manufacturing, IT Management, Troubleshooting, Networking, ITIL, VPN, Microsoft Exchange, Windows Server, Active Directory, Cloud Computing, Virtualization, Customer Service, Integration, Servers, Process Improvement, DNS, Project Management, Consultants, Business Analysis, Vendor Management, IP, Security, Network Security, Technical Support, Network Architecture, VoIP, Network Administration, Wireless, Computer Hardware, Microsoft SQL Server, SaaS, Firewalls, System Deployment
Education
Foothill College 1969 — 1970
BS
Integrity Computer Consulting November 2013 - Present
ICC February 2013 - October 2013
Mendocino Forest Products April 2012 - February 2013
Simple Office Solutions 2013 - 2013
Integrity Computer Consulting September 2010 - April 2012
Mendocino Forest Products 2012 - 2012
Sonoma Tilemakers Inc. November 2003 - September 2010
JPMorgan Chase 1999 - 2001
J.P. Morgan Chase & Company 1999 - 2001
Next Level Com 1994 - 1999
Skills
Consultancy, Change Management, Linux, Windows, Data Center, Telecommunications, Testing, Management, Manufacturing, IT Management, Troubleshooting, Networking, ITIL, VPN, Microsoft Exchange, Windows Server, Active Directory, Cloud Computing, Virtualization, Customer Service, Integration, Servers, Process Improvement, DNS, Project Management, Consultants, Business Analysis, Vendor Management, IP, Security, Network Security, Technical Support, Network Architecture, VoIP, Network Administration, Wireless, Computer Hardware, Microsoft SQL Server, SaaS, Firewalls, System Deployment
Education
Foothill College 1969 — 1970
BS
John Priecko John Priecko's JP Morgan Chase & Company Experience November 2005 - April 2009
Job President and Managing Partner at Trade Compliance Solutions
Industry International Trade and Development
Experience
Trade Compliance Solutions (TCS) April 2009 - Present
J.P. Morgan Chase & Company November 2005 - April 2009
Anteon Corporation October 2002 - November 2005
Skills
Program Management, Organization, Communication, ITAR, Trade Compliance, Export, EAR, Export Controls, International Trade, Security Clearance, Military, Government, National Security, Due Diligence, Defense, Policy, Training, DoD, NAFTA, International Business, Customs Regulations, Supply Chain Management, FAR, Logistics, Supply Chain, Operations Management, Licensing, International Relations, Strategy, Leadership, Management, Import, Government Contracting, Procurement, Proposal Writing, Analysis, Mergers & Acquisitions, Business Development, OFAC, International Sales, Strategic Planning, Logistics Management, Process Improvement, New Business Development, Cross-functional Team..., Marketing, Contract Negotiation, Executive Management, Management Consulting, Human Resources
Education
University of Arizona 1965 — 1971
BA, Architecture
Embry-Riddle Aeronautical University 1981 — 1983
MA, Aviation Management
Ball State University 1977 — 1978
MA, Counseling Psychology
University of Arizona 1965 — 1971
BA, Art Design
Trade Compliance Solutions (TCS) April 2009 - Present
J.P. Morgan Chase & Company November 2005 - April 2009
Anteon Corporation October 2002 - November 2005
Skills
Program Management, Organization, Communication, ITAR, Trade Compliance, Export, EAR, Export Controls, International Trade, Security Clearance, Military, Government, National Security, Due Diligence, Defense, Policy, Training, DoD, NAFTA, International Business, Customs Regulations, Supply Chain Management, FAR, Logistics, Supply Chain, Operations Management, Licensing, International Relations, Strategy, Leadership, Management, Import, Government Contracting, Procurement, Proposal Writing, Analysis, Mergers & Acquisitions, Business Development, OFAC, International Sales, Strategic Planning, Logistics Management, Process Improvement, New Business Development, Cross-functional Team..., Marketing, Contract Negotiation, Executive Management, Management Consulting, Human Resources
Education
University of Arizona 1965 — 1971
BA, Architecture
Embry-Riddle Aeronautical University 1981 — 1983
MA, Aviation Management
Ball State University 1977 — 1978
MA, Counseling Psychology
University of Arizona 1965 — 1971
BA, Art Design
Rick Julian's JP Morgan Chase & Company Experience June 2000 - October 2001
Job Database/Application Developer
Industry Information Technology and Services
Experience
Datascope Solutions LLC August 1997 - Present
Markel Corporation September 2009 - October 2010
TEKSystems January 2005 - September 2009
Schering Plough February 2004 - January 2005
Merrill Lynch April 2002 - February 2004
JP Morgan Chase & Company June 2000 - October 2001
AT&T - Project Office August 1997 - August 1999
Quality Technology Solutions, Inc. April 1996 - June 1997
IBM - ISSC March 1994 - March 1996
Blue Cross Blue Shield of New Jersey (Horizon BCBS) February 1989 - March 1994
Skills
Microsoft SQL Server, SQL, Access, VBA, Database Design, Data Conversion, Relational Databases, ETL, Data Modeling, Microsoft Excel, Excel VBA, SQL Server Management..., DTS, SSIS, SSRS, OLEDB, ODBC, DAO, ADO, Visual Basic, Visual C#, VB.NET, MySQL, Crystal Reports, P-SQL
Education
University of Delaware 1985 — 1988
BAAS, Communications
Widener University/Brandywine College 1983 — 1985
Transfer, Hotel Restaurant/Business
Jonathan Dayton RHS 1979 — 1983
Datascope Solutions LLC August 1997 - Present
Markel Corporation September 2009 - October 2010
TEKSystems January 2005 - September 2009
Schering Plough February 2004 - January 2005
Merrill Lynch April 2002 - February 2004
JP Morgan Chase & Company June 2000 - October 2001
AT&T - Project Office August 1997 - August 1999
Quality Technology Solutions, Inc. April 1996 - June 1997
IBM - ISSC March 1994 - March 1996
Blue Cross Blue Shield of New Jersey (Horizon BCBS) February 1989 - March 1994
Skills
Microsoft SQL Server, SQL, Access, VBA, Database Design, Data Conversion, Relational Databases, ETL, Data Modeling, Microsoft Excel, Excel VBA, SQL Server Management..., DTS, SSIS, SSRS, OLEDB, ODBC, DAO, ADO, Visual Basic, Visual C#, VB.NET, MySQL, Crystal Reports, P-SQL
Education
University of Delaware 1985 — 1988
BAAS, Communications
Widener University/Brandywine College 1983 — 1985
Transfer, Hotel Restaurant/Business
Jonathan Dayton RHS 1979 — 1983
Sonya McGee Sonya McGee's JP Morgan Chase & Company Experience June 2012 - November 2013
Job Borrower Service Supervisor at Great Lakes Higher Education Corporation and Affiliates
Industry Financial Services
Experience
Great Lakes Higher Education Corporation and Affiliates July 2014 - Present
Prime Therapeutics November 2013 - June 2014
J.P. Morgan Chase & Company June 2012 - November 2013
J. P. Morgan Chase & Company February 2011 - June 2012
J.P. Morgan Chase & Company May 2010 - February 2011
Washington Mutual Card Services October 2006 - May 2010
Ford Motor Company 2003 - 2006
Skills
Green Belt - Six Sigma..., Risk Management, Process Improvement, Mortgage Lending, Mortgage Banking, Management, Loss Mitigation, Loans, Leadership, Financial Analysis, Customer Service, Credit, Call Centers, Banking, Analysis
Education
Texas Woman's University
Community Health with an Emphasis in Environmental Studies
Great Lakes Higher Education Corporation and Affiliates July 2014 - Present
Prime Therapeutics November 2013 - June 2014
J.P. Morgan Chase & Company June 2012 - November 2013
J. P. Morgan Chase & Company February 2011 - June 2012
J.P. Morgan Chase & Company May 2010 - February 2011
Washington Mutual Card Services October 2006 - May 2010
Ford Motor Company 2003 - 2006
Skills
Green Belt - Six Sigma..., Risk Management, Process Improvement, Mortgage Lending, Mortgage Banking, Management, Loss Mitigation, Loans, Leadership, Financial Analysis, Customer Service, Credit, Call Centers, Banking, Analysis
Education
Texas Woman's University
Community Health with an Emphasis in Environmental Studies
Matthew Brauer Matthew Brauer's JP Morgan Chase & Company Experience December 2011 - Present
Job Mortgage Lookback Customer Care Supervisor II at JP Morgan Chase & Company:
Industry Financial Services
Experience
JPMorgan Chase December 2011 - Present
JP Morgan Chase & Company: December 2011 - Present
JP Morgan Chase & Company May 2008 - August 2009
Bear Stearns April 1994 - April 2008
Bank of New York: November 1990 - April 1994
Oppenheimer: October 1987 - November 1990
Merrill Lynch June 1982 - October 1987
Skills
Credit, Loans, Financial Analysis, Mortgage Lending, Risk Management, Call Centers, Microsoft Excel, Process Improvement, Mutual Funds, Leadership, Management, Strategic Financial..., Settlement, Hedge Funds, Training, Bonds, Prime Brokerage, Securities, Trading, Banking, Financial Services, Equities, Fixed Income, Business Analysis
Education
Dominican College of Blauvelt 1977 — 1983
B/S Business Management, Business Administration, Management and Operations
Cardinal Hayes High School 1973 — 1977
JPMorgan Chase December 2011 - Present
JP Morgan Chase & Company: December 2011 - Present
JP Morgan Chase & Company May 2008 - August 2009
Bear Stearns April 1994 - April 2008
Bank of New York: November 1990 - April 1994
Oppenheimer: October 1987 - November 1990
Merrill Lynch June 1982 - October 1987
Skills
Credit, Loans, Financial Analysis, Mortgage Lending, Risk Management, Call Centers, Microsoft Excel, Process Improvement, Mutual Funds, Leadership, Management, Strategic Financial..., Settlement, Hedge Funds, Training, Bonds, Prime Brokerage, Securities, Trading, Banking, Financial Services, Equities, Fixed Income, Business Analysis
Education
Dominican College of Blauvelt 1977 — 1983
B/S Business Management, Business Administration, Management and Operations
Cardinal Hayes High School 1973 — 1977
Joe Hartman Joe Hartman's JP Morgan Chase & Company Experience January 1993 - March 2009
Job Business Development Manager
Industry Financial Services
Experience
TCF Bank November 2011 - Present
Sun West Mortgage Company December 2010 - May 2011
Bank of America March 2009 - December 2010
JP Morgan Chase & Company January 1993 - March 2009
Skills
Mortgage, Banking, Credit, Consultative Selling, Sales Management, Mortgage Lending, Small Business Lending, Mortgage Banking, Loans, Loan Origination, FHA, Selling, B2B, Commercial Lending, Commercial Mortgages, Construction Loans, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, Customer Service, FHA financing, Finance, Financial Analysis, Financial Services, Funding, Investment Properties, Marketing, Portfolio Management, Real Estate, Refinance, Relationship Management, Residential Mortgages, Reverse Mortgages, Sales, Sales Operations, Small Business, Training, USDA, Underwriting, VA loans, Business Development, Cold Calling, Investments
Education
Seattle University 1987 — 1989
Business Administration, Finance/Economics
OHHS 1981 — 1984
TCF Bank November 2011 - Present
Sun West Mortgage Company December 2010 - May 2011
Bank of America March 2009 - December 2010
JP Morgan Chase & Company January 1993 - March 2009
Skills
Mortgage, Banking, Credit, Consultative Selling, Sales Management, Mortgage Lending, Small Business Lending, Mortgage Banking, Loans, Loan Origination, FHA, Selling, B2B, Commercial Lending, Commercial Mortgages, Construction Loans, Consumer Lending, Credit Analysis, Credit Risk, Cross Selling, Customer Service, FHA financing, Finance, Financial Analysis, Financial Services, Funding, Investment Properties, Marketing, Portfolio Management, Real Estate, Refinance, Relationship Management, Residential Mortgages, Reverse Mortgages, Sales, Sales Operations, Small Business, Training, USDA, Underwriting, VA loans, Business Development, Cold Calling, Investments
Education
Seattle University 1987 — 1989
Business Administration, Finance/Economics
OHHS 1981 — 1984
Todd Munson's JP Morgan Chase & Company Experience August 1996 - Present
Job
Industry Banking
Experience
JP Morgan Chase & Co. 2005 - Present
JP Morgan Chase & Company August 1996 - Present
PNC Bank 1983 - 1996
Skills
Corporate Banking
Education
Rollins College - Crummer Graduate School of Business 1978 — 1979
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Rollins College 1974 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
JP Morgan Chase & Co. 2005 - Present
JP Morgan Chase & Company August 1996 - Present
PNC Bank 1983 - 1996
Skills
Corporate Banking
Education
Rollins College - Crummer Graduate School of Business 1978 — 1979
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Rollins College 1974 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
Andre Garcia Andre Garcia's JP Morgan Chase & Company Experience 2000 - 2003
Job AVP, Global Infrastructure Services at ABM | Technology Solutions Leader | Change Agent | Coach & Mentor | Entrepreneur
Industry Information Technology and Services
Experience
ABM Industries, Inc. (NYSE: ABM) February 2006 - Present
Xymbi Corporation March 2015 - Present
Advancera, Inc. May 2003 - March 2006
Autodesk 2003 - 2004
J.P. Morgan Chase & Company 2000 - 2003
Microsoft 1999 - 2000
IBM 1998 - 1999
Compaq 1996 - 1998
Pacific Blue Micro 1995 - 1997
Linksys 1993 - 1995
Skills
IT Strategy, Data Center, Cloud Computing, Integration, Strategy, Enterprise Software, Management, Program Management, Leadership, CRM, IT Management, Project Management, Outsourcing, Process Improvement, Business Intelligence, Start-ups, Strategic Planning, Business, Vendor Management, Security, Budgets, ERP, Enterprise Architecture, Disaster Recovery, SDLC, Business Continuity, Crisis Management, IT Governance, Consulting, SAP Implementation, PeopleSoft, JD Edwards, Great Plains, Microsoft Dynamics AX, Sage, Data Center Relocation, Salesforce.com, Microsoft Dynamics CRM, Office 365, Microsoft Azure, IOT, Internet of Things, Building Automation, Executive Coaching
Education
CIO Executive Council 2012 — 2015
Pathways Strategic Leader Program, Executive Coaching & Strategic Leadership
University of Phoenix
Bachelor of Science (B.S.), Business Management
Marymount California University 1997 — 1998
Philosophy; English Literature; Public Speaking
DeVry Institute of Technology
Electronics Engineering Technology, Analog & Digital Circuits, Programming Languages
ABM Industries, Inc. (NYSE: ABM) February 2006 - Present
Xymbi Corporation March 2015 - Present
Advancera, Inc. May 2003 - March 2006
Autodesk 2003 - 2004
J.P. Morgan Chase & Company 2000 - 2003
Microsoft 1999 - 2000
IBM 1998 - 1999
Compaq 1996 - 1998
Pacific Blue Micro 1995 - 1997
Linksys 1993 - 1995
Skills
IT Strategy, Data Center, Cloud Computing, Integration, Strategy, Enterprise Software, Management, Program Management, Leadership, CRM, IT Management, Project Management, Outsourcing, Process Improvement, Business Intelligence, Start-ups, Strategic Planning, Business, Vendor Management, Security, Budgets, ERP, Enterprise Architecture, Disaster Recovery, SDLC, Business Continuity, Crisis Management, IT Governance, Consulting, SAP Implementation, PeopleSoft, JD Edwards, Great Plains, Microsoft Dynamics AX, Sage, Data Center Relocation, Salesforce.com, Microsoft Dynamics CRM, Office 365, Microsoft Azure, IOT, Internet of Things, Building Automation, Executive Coaching
Education
CIO Executive Council 2012 — 2015
Pathways Strategic Leader Program, Executive Coaching & Strategic Leadership
University of Phoenix
Bachelor of Science (B.S.), Business Management
Marymount California University 1997 — 1998
Philosophy; English Literature; Public Speaking
DeVry Institute of Technology
Electronics Engineering Technology, Analog & Digital Circuits, Programming Languages
JoJo Busby's JP Morgan Chase & Company Experience May 2000 - November 2008
Job SAP Basis Administrator at Neovia Logistics
Industry Logistics and Supply Chain
Experience
Neovia Logistics November 2013 - Present
Jabil Circuit November 2008 - November 2013
JP Morgan Chase & Company May 2000 - November 2008
Blue Rookie October 2006 - May 2008
CompUSA April 1999 - April 2000
Skills
Process Improvement, Troubleshooting, Disaster Recovery, SAP Netweaver, SAP, Software Installation, SAP R/3, Business Intelligence, Networking, Hardware, Testing, DHCP, Change Management, Management, Team Leadership, ERP, Windows Server, Technical Support, SAP Implementation, Analysis, Business Analysis, Database Administration, Business Process..., SAP ERP, CRM, Project Management, TCP/IP, Customer Service, Data Migration, Project Delivery
Education
University of Phoneix 2010 — 2015
Masters, Information Systems/Database Management
Computer Learning Center 1999 — 2001
Network Engineering & Management
Mountain View College 1997 — 1998
Associate of Arts (A.A.)
Neovia Logistics November 2013 - Present
Jabil Circuit November 2008 - November 2013
JP Morgan Chase & Company May 2000 - November 2008
Blue Rookie October 2006 - May 2008
CompUSA April 1999 - April 2000
Skills
Process Improvement, Troubleshooting, Disaster Recovery, SAP Netweaver, SAP, Software Installation, SAP R/3, Business Intelligence, Networking, Hardware, Testing, DHCP, Change Management, Management, Team Leadership, ERP, Windows Server, Technical Support, SAP Implementation, Analysis, Business Analysis, Database Administration, Business Process..., SAP ERP, CRM, Project Management, TCP/IP, Customer Service, Data Migration, Project Delivery
Education
University of Phoneix 2010 — 2015
Masters, Information Systems/Database Management
Computer Learning Center 1999 — 2001
Network Engineering & Management
Mountain View College 1997 — 1998
Associate of Arts (A.A.)
Lecresha Simpson Lecresha Simpson's JP Morgan Chase & Company Experience August 2002 - July 2004
Job Accounting Manager
Industry Financial Services
Experience
FunTown RV March 2013 - Present
North Texas Specialty Physicians January 2013 - March 2013
Native Oilfield Services, LLC October 2011 - October 2012
Bass Enterprises Production Company January 2009 - January 2011
First American Payment Systems August 2005 - May 2008
PFPC Worldwide, Inc August 2004 - March 2005
JP Morgan Chase & Company August 2002 - July 2004
Skills
Account Reconciliation, Accounts Payable, Accounting, General Ledger, Financial Statements, Accounts Receivable, Finance, Fixed Assets, Accruals, Budgets, Payroll, Auditing, Microsoft Excel, Internal Financial..., GAAP, Bank Reconciliation, Journal Entry Posting, Month End Close, Analysis, Merchant Credit Card..., Positive Pay
Education
The University of New Mexico 1997 — 2002
Bachelor of Business Administration, Accounting
FunTown RV March 2013 - Present
North Texas Specialty Physicians January 2013 - March 2013
Native Oilfield Services, LLC October 2011 - October 2012
Bass Enterprises Production Company January 2009 - January 2011
First American Payment Systems August 2005 - May 2008
PFPC Worldwide, Inc August 2004 - March 2005
JP Morgan Chase & Company August 2002 - July 2004
Skills
Account Reconciliation, Accounts Payable, Accounting, General Ledger, Financial Statements, Accounts Receivable, Finance, Fixed Assets, Accruals, Budgets, Payroll, Auditing, Microsoft Excel, Internal Financial..., GAAP, Bank Reconciliation, Journal Entry Posting, Month End Close, Analysis, Merchant Credit Card..., Positive Pay
Education
The University of New Mexico 1997 — 2002
Bachelor of Business Administration, Accounting
Alina Artunian's JP Morgan Chase & Company Experience June 2010 - August 2010
Job Director of Operations at PreProBono; J.D. Candidate University of Pennsylvania, 2017
Industry Legal Services
Experience
PreProBono September 2013 - Present
Law Office of Roman Popik, P.C September 2010 - May 2013
Cravath, Swaine & Moore LLP June 2012 - August 2012
New York State Supreme Court May 2011 - August 2011
JP Morgan Chase & Company June 2010 - August 2010
Lovells LLP June 2009 - August 2009
Gordon and Silber June 2008 - August 2008
Skills
Russian, Moot Court, Debate, Constitutional Law, Business Litigation, Paralegals, Political Philosophy, Politics, Research, Public Policy, Docketing, Legal Assistance, Legal Writing, Fundraising, Westlaw, Political Science, Social Media, Legal Research, Public Speaking, Lexis, Non-profits, Comparative Politics, Microsoft Office, Criminal Law, Editing, Outlook, Legal Issues, Foreign Policy
Education
University of Pennsylvania Law School 2014 — 2017
Doctor of Law (J.D.)
Hunter College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, 3.98
Brooklyn Technical High School 2006 — 2010
Law and Society Major
PreProBono September 2013 - Present
Law Office of Roman Popik, P.C September 2010 - May 2013
Cravath, Swaine & Moore LLP June 2012 - August 2012
New York State Supreme Court May 2011 - August 2011
JP Morgan Chase & Company June 2010 - August 2010
Lovells LLP June 2009 - August 2009
Gordon and Silber June 2008 - August 2008
Skills
Russian, Moot Court, Debate, Constitutional Law, Business Litigation, Paralegals, Political Philosophy, Politics, Research, Public Policy, Docketing, Legal Assistance, Legal Writing, Fundraising, Westlaw, Political Science, Social Media, Legal Research, Public Speaking, Lexis, Non-profits, Comparative Politics, Microsoft Office, Criminal Law, Editing, Outlook, Legal Issues, Foreign Policy
Education
University of Pennsylvania Law School 2014 — 2017
Doctor of Law (J.D.)
Hunter College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, 3.98
Brooklyn Technical High School 2006 — 2010
Law and Society Major
Jerome Denzel Barnett Jerome Denzel Barnett's JP Morgan Chase & Company Experience January 2003 - January 2006
Job Affiliate Songwriter at Broadcast Music, Inc. (BMI)
Industry Information Technology and Services
Experience
Barnett Computer & I.T. Solutions December 2014 - Present
SOL/Infinity Music Works August 1989 - Present
Broadcast Music, Inc. (BMI) August 1989 - Present
Geek Squad March 2013 - March 2014
Exide Technologies January 2012 - February 2012
Results Salina May 2011 - November 2011
GZHCAN May 2006 - April 2011
JP Morgan Chase & Company January 2003 - January 2006
JP Morgan Chase & Company January 2002 - January 2004
JPMorgan Chase September 2000 - January 2002
Skills
Music Production, Songwriting, Network Administration, Studio Recording, Wireless Networking, MCSE, A+ Certified, recording artist, Customer Support
Education
NYU 2004 — 2006
Associate's degree, Management Information Systems and Services, 4
New York University 2004 — 2006
A.A.S, Information Systems Management
Katharine Gibbs 2000 — 2001
Certifications, Computer and Information Sciences and Support Services
Barnett Computer & I.T. Solutions December 2014 - Present
SOL/Infinity Music Works August 1989 - Present
Broadcast Music, Inc. (BMI) August 1989 - Present
Geek Squad March 2013 - March 2014
Exide Technologies January 2012 - February 2012
Results Salina May 2011 - November 2011
GZHCAN May 2006 - April 2011
JP Morgan Chase & Company January 2003 - January 2006
JP Morgan Chase & Company January 2002 - January 2004
JPMorgan Chase September 2000 - January 2002
Skills
Music Production, Songwriting, Network Administration, Studio Recording, Wireless Networking, MCSE, A+ Certified, recording artist, Customer Support
Education
NYU 2004 — 2006
Associate's degree, Management Information Systems and Services, 4
New York University 2004 — 2006
A.A.S, Information Systems Management
Katharine Gibbs 2000 — 2001
Certifications, Computer and Information Sciences and Support Services
Marlene Ann Berrios's JP Morgan Chase & Company Experience July 2005 - October 2008
Job Senior Executive Assistant
Industry Financial Services
Experience
JP MORGAN CHASE & COMPANY July 2005 - October 2008
THE SCHUBERT ORGANIZATION January 2004 - July 2005
BNY MELLON July 1998 - October 2002
BUSINESS VENTURES January 1994 - January 1998
GFC MORTGAGE BANKERS August 1993 - July 1994
BANK AUSTRIA July 1990 - October 1992
Skills
Phone Etiquette, Multi Tasking, Project Management, Databases, Data Entry, Multi-line Phone, Executive Calendar..., Executive..., Meeting Planning, Close Attention to..., Lotus Notes, Access, Travel Arrangements, Spreadsheets, Calendaring, Confidentiality, Human Resources, Calendars, Expense Reports, Payroll, Microsoft Publisher, Organization, Microsoft Excel, File Management, Administrative..., PowerPoint, Fax, Microsoft Office, Office Administration, Office Management, Office Equipment, Filing, Telephone Skills, Expense Management, Travel Planning, Expenses, Appointment Scheduling, Administrative Work, Microsoft Office 2007, Clerical Skills, Highly detail oriented, Online Research, Internet Explorer, Outlook, Coordinating Events, Organized Multi-tasker, Team-oriented, Wordperfect, Records Management, Time Management
Education
Mercy College 1986 — 1988
Associate's degree, Psychology and Bus Adm
Christopher Columbus HS 1982 — 1986
HS DIPLOMA, LIBERAL ARTS
JP MORGAN CHASE & COMPANY July 2005 - October 2008
THE SCHUBERT ORGANIZATION January 2004 - July 2005
BNY MELLON July 1998 - October 2002
BUSINESS VENTURES January 1994 - January 1998
GFC MORTGAGE BANKERS August 1993 - July 1994
BANK AUSTRIA July 1990 - October 1992
Skills
Phone Etiquette, Multi Tasking, Project Management, Databases, Data Entry, Multi-line Phone, Executive Calendar..., Executive..., Meeting Planning, Close Attention to..., Lotus Notes, Access, Travel Arrangements, Spreadsheets, Calendaring, Confidentiality, Human Resources, Calendars, Expense Reports, Payroll, Microsoft Publisher, Organization, Microsoft Excel, File Management, Administrative..., PowerPoint, Fax, Microsoft Office, Office Administration, Office Management, Office Equipment, Filing, Telephone Skills, Expense Management, Travel Planning, Expenses, Appointment Scheduling, Administrative Work, Microsoft Office 2007, Clerical Skills, Highly detail oriented, Online Research, Internet Explorer, Outlook, Coordinating Events, Organized Multi-tasker, Team-oriented, Wordperfect, Records Management, Time Management
Education
Mercy College 1986 — 1988
Associate's degree, Psychology and Bus Adm
Christopher Columbus HS 1982 — 1986
HS DIPLOMA, LIBERAL ARTS
Samantha Fequiere Samantha Fequiere's JP Morgan Chase & Company Experience September 2010 - April 2014
Job Executive Assistant to the CEO
Industry Executive Office
Experience
NRG Energy April 2014 - October 2014
J.P. Morgan Chase & Company September 2010 - April 2014
Office Team March 2009 - September 2010
RBC Capital Markets April 2007 - March 2009
Self-Employed December 2002 - March 2007
INVESTOR GROWTH CAPITAL INC. February 2001 - December 2002
KALEIDOSCOPE SPORTS & ENTERTAINMENT January 2000 - February 2001
CE UNTERBERG TOWBIN (FKA:UNTERBERG HARRIS CAPITAL PARTNERS) February 1998 - January 2000
TD Securities October 1996 - December 1997
Skills
Access, Word, Excel, Lotus Notes, XP, Microsoft Excel, Management, Recruiting, Customer Service, Windows XP, Leadership, Training, Human Resources, Budgets, Microsoft Word, Finance, Outlook, Team Building, Interviews, Time Management, Onboarding, Microsoft Office, Event Planning, Employee Relations, Hiring, Strategic Planning, Office Management, Administration
Education
School of Visual Arts 2002 — 2007
Graphic Design
Arizona State University 1991 — 1992
Psychology
City University of New York-Hunter College 1990 — 1991
Communications
NRG Energy April 2014 - October 2014
J.P. Morgan Chase & Company September 2010 - April 2014
Office Team March 2009 - September 2010
RBC Capital Markets April 2007 - March 2009
Self-Employed December 2002 - March 2007
INVESTOR GROWTH CAPITAL INC. February 2001 - December 2002
KALEIDOSCOPE SPORTS & ENTERTAINMENT January 2000 - February 2001
CE UNTERBERG TOWBIN (FKA:UNTERBERG HARRIS CAPITAL PARTNERS) February 1998 - January 2000
TD Securities October 1996 - December 1997
Skills
Access, Word, Excel, Lotus Notes, XP, Microsoft Excel, Management, Recruiting, Customer Service, Windows XP, Leadership, Training, Human Resources, Budgets, Microsoft Word, Finance, Outlook, Team Building, Interviews, Time Management, Onboarding, Microsoft Office, Event Planning, Employee Relations, Hiring, Strategic Planning, Office Management, Administration
Education
School of Visual Arts 2002 — 2007
Graphic Design
Arizona State University 1991 — 1992
Psychology
City University of New York-Hunter College 1990 — 1991
Communications
Darrel Slater Darrel Slater's JP Morgan Chase & Company Experience October 2009 - Present
Job Business Unit CFO at JP MORGAN CHASE & COMPANY
Industry Financial Services
Experience
JP MORGAN CHASE & COMPANY October 2009 - Present
JP MORGAN CHASE & COMPANY May 2004 - October 2009
JP MORGAN CHASE & COMPANY May 2000 - May 2004
JP MORGAN CHASE & COMPANY January 1999 - May 2000
JP MORGAN CHASE & COMPANY January 1998 - January 1999
BORDEN CAPITAL MANAGEMENT PARTNERS October 1996 - December 1997
ERNST & YOUNG LLP October 1994 - September 1996
WEBER & COMPANY August 1993 - October 1994
Skills
Accounting, Auditing, Account Reconciliation, Internal Controls, Banking, Management, Finance, Budgeting, Forecasting, Treasury
Education
Bowling Green State University 1990 — 1993
BSBA, Accounting
JP MORGAN CHASE & COMPANY October 2009 - Present
JP MORGAN CHASE & COMPANY May 2004 - October 2009
JP MORGAN CHASE & COMPANY May 2000 - May 2004
JP MORGAN CHASE & COMPANY January 1999 - May 2000
JP MORGAN CHASE & COMPANY January 1998 - January 1999
BORDEN CAPITAL MANAGEMENT PARTNERS October 1996 - December 1997
ERNST & YOUNG LLP October 1994 - September 1996
WEBER & COMPANY August 1993 - October 1994
Skills
Accounting, Auditing, Account Reconciliation, Internal Controls, Banking, Management, Finance, Budgeting, Forecasting, Treasury
Education
Bowling Green State University 1990 — 1993
BSBA, Accounting
Megan DePecol Megan DePecol's JP Morgan Chase & Company Experience May 2002 - May 2004
Job Championing the future of managed healthcare professionals
Industry Human Resources
Experience
WellCare Health Plans May 2015 - Present
WellCare Health Plans March 2014 - April 2015
WellCare Health Plans, Inc. May 2013 - March 2014
WellCare Health Plans, Inc. August 2011 - May 2013
Ceridian Corporation June 2010 - August 2011
WellCare Health Plans, Inc. May 2004 - June 2010
JP Morgan Chase & Company May 2002 - May 2004
United States Air Force December 1993 - May 1998
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, College Recruiting, Employee Relations, Recruiting, Internet Recruiting, Behavioral Interviewing, Employer Branding, Vendor Management, Cold Calling, Interviews, Employee Engagement, Strategic Planning, Sourcing, Coaching, Temporary Placement, Performance Management, Labor Relations, Taleo, Succession Planning, Management, Training, Benefits Negotiation, Leadership Development, Business Process..., HR Consulting, Screening Resumes, Leadership, Screening, Human Resources, Workforce Planning, Organizational..., FMLA, Strategic Sourcing, Personnel Management, PeopleSoft, Employee Training, New Hire Orientations, Temporary Staffing, Staffing Services, Deferred Compensation, Executive Search, Contract Recruitment, Career Counseling, Resume Writing, Career Development, Business Development, SDLC, HR Policies
Education
LEAN's Recruiter Academy Certified Recruiter Program for Healthcare Recruiters 2013 — 2013
Linked-In Recruiter Courses 2012 — 2013
WellCare University - Internal Continuing Education 2012 — 2013
University of South Florida 2003 — 2005
Bachelor's Degree, Psychology
Hillsborough Community College
Associate in Arts Degree
WellCare Health Plans May 2015 - Present
WellCare Health Plans March 2014 - April 2015
WellCare Health Plans, Inc. May 2013 - March 2014
WellCare Health Plans, Inc. August 2011 - May 2013
Ceridian Corporation June 2010 - August 2011
WellCare Health Plans, Inc. May 2004 - June 2010
JP Morgan Chase & Company May 2002 - May 2004
United States Air Force December 1993 - May 1998
Skills
Talent Acquisition, Applicant Tracking..., Onboarding, College Recruiting, Employee Relations, Recruiting, Internet Recruiting, Behavioral Interviewing, Employer Branding, Vendor Management, Cold Calling, Interviews, Employee Engagement, Strategic Planning, Sourcing, Coaching, Temporary Placement, Performance Management, Labor Relations, Taleo, Succession Planning, Management, Training, Benefits Negotiation, Leadership Development, Business Process..., HR Consulting, Screening Resumes, Leadership, Screening, Human Resources, Workforce Planning, Organizational..., FMLA, Strategic Sourcing, Personnel Management, PeopleSoft, Employee Training, New Hire Orientations, Temporary Staffing, Staffing Services, Deferred Compensation, Executive Search, Contract Recruitment, Career Counseling, Resume Writing, Career Development, Business Development, SDLC, HR Policies
Education
LEAN's Recruiter Academy Certified Recruiter Program for Healthcare Recruiters 2013 — 2013
Linked-In Recruiter Courses 2012 — 2013
WellCare University - Internal Continuing Education 2012 — 2013
University of South Florida 2003 — 2005
Bachelor's Degree, Psychology
Hillsborough Community College
Associate in Arts Degree
Derek P. Bliedung Derek P. Bliedung's JP Morgan Chase & Company Experience June 2013 - December 2013
Job Sales advisor at Micro Electronics Inc.,
Industry Information Technology and Services
Experience
Micro Electronics Inc., April 2014 - Present
Columbus Financial Coach October 2011 - Present
JP Morgan Chase & Company June 2013 - December 2013
JP Morgan Chase & Company April 2009 - June 2013
Primerica March 2009 - April 2010
Aetna December 2002 - March 2009
B & C Communications July 2001 - May 2002
Two Way Radio Service, Inc June 2000 - July 2001
Skills
Training, Marketing, Coaching, Sales, Time Management, Marketing Strategy, Online Marketing, Account Management, Customer Service, Strategic Planning, Public Relations, Business Strategy, Finance, SEO, Entrepreneurship, Business Planning, CRM, Strategy, Insurance, Investments, Budgets, Customer Satisfaction, Sales Operations, Small Business, Leadership, Management, Business Development, Customer Relations, Organizational..., Problem Solving, Microsoft Office, Budgeting, Research, Leadership Development, Social Media Marketing, Blogging, Team Building, Mentoring, Word, Creative Problem Solving, Analysis, PowerPoint, Excel, Social Media, Personal Training, Published Author, technical support, Help Desk Support
Education
Franklin University 2002 — 2003
Bachelors of Science Degree, Marketing
McGill University 1995 — 1999
Undergraduate Certifticae in Public Relations Management., Public Relations Management
Dawson College 1991 — 1994
College Diploma (DEC)., Creative Arts
Micro Electronics Inc., April 2014 - Present
Columbus Financial Coach October 2011 - Present
JP Morgan Chase & Company June 2013 - December 2013
JP Morgan Chase & Company April 2009 - June 2013
Primerica March 2009 - April 2010
Aetna December 2002 - March 2009
B & C Communications July 2001 - May 2002
Two Way Radio Service, Inc June 2000 - July 2001
Skills
Training, Marketing, Coaching, Sales, Time Management, Marketing Strategy, Online Marketing, Account Management, Customer Service, Strategic Planning, Public Relations, Business Strategy, Finance, SEO, Entrepreneurship, Business Planning, CRM, Strategy, Insurance, Investments, Budgets, Customer Satisfaction, Sales Operations, Small Business, Leadership, Management, Business Development, Customer Relations, Organizational..., Problem Solving, Microsoft Office, Budgeting, Research, Leadership Development, Social Media Marketing, Blogging, Team Building, Mentoring, Word, Creative Problem Solving, Analysis, PowerPoint, Excel, Social Media, Personal Training, Published Author, technical support, Help Desk Support
Education
Franklin University 2002 — 2003
Bachelors of Science Degree, Marketing
McGill University 1995 — 1999
Undergraduate Certifticae in Public Relations Management., Public Relations Management
Dawson College 1991 — 1994
College Diploma (DEC)., Creative Arts
Tom Cirone Tom Cirone's JP Morgan Chase & Company Experience 1998 - Present
Job Vice President at JP Morgan Chase
Industry Information Technology and Services
Experience
JP Morgan Chase & Company 1998 - Present
Getinge International January 1996 - February 1998
Entry Technology, Inc August 1991 - January 1996
Skills
Vendor Management, Change Management, Integration, ITIL, Management, Disaster Recovery, SDLC, Service Delivery, Risk Management, Program Management, Leadership, Infrastructure, Outsourcing, Governance, IT Operations, Operations Management, Contract Negotiation, Business Analysis, Business Development, Infrastructure..., PMO, Software Development, Product Management, Strategic Planning, Organizational..., Performance Management, Service Delivery..., IT Management, Demand Management, Capacity Management, Supply Chain Management, Cost Planning, Problem Solving, Telecommunications
Education
Richard Stockton College of New Jersey 1987 — 1991
Bachelor of Science (BS), Information Technology
Brick Computer Science Inst. 1985 — 1987
Certificate, Software & Hardware Engineering
JP Morgan Chase & Company 1998 - Present
Getinge International January 1996 - February 1998
Entry Technology, Inc August 1991 - January 1996
Skills
Vendor Management, Change Management, Integration, ITIL, Management, Disaster Recovery, SDLC, Service Delivery, Risk Management, Program Management, Leadership, Infrastructure, Outsourcing, Governance, IT Operations, Operations Management, Contract Negotiation, Business Analysis, Business Development, Infrastructure..., PMO, Software Development, Product Management, Strategic Planning, Organizational..., Performance Management, Service Delivery..., IT Management, Demand Management, Capacity Management, Supply Chain Management, Cost Planning, Problem Solving, Telecommunications
Education
Richard Stockton College of New Jersey 1987 — 1991
Bachelor of Science (BS), Information Technology
Brick Computer Science Inst. 1985 — 1987
Certificate, Software & Hardware Engineering
Kyia Hamilton's JP Morgan Chase & Company Experience March 2009 - August 2009
Job Sales Administration and Operations Specialist at Tempur Sealy International
Industry Retail
Experience
Tempur Sealy International January 2015 - Present
Tempur-Pedic January 2012 - January 2015
Tempur-Pedic August 2010 - January 2012
JP Morgan Chase & Company March 2009 - August 2009
Basic Your Best Buy March 2007 - November 2008
Skills
Research Analysis, Customer Service, Fast Learner, Outlook, Excel, Customer Relations, Access, Word, Microsoft Word, Program Management, Microsoft Excel, Pivot Tables, Customer Experience, Microsoft Office, Research, Training, Analysis, Learning Management..., Management, Account Management
Education
University of Kentucky 2009 — 2011
Bachelor's degree, Business Administration - Finance
University of Louisiana at Monroe 2005 — 2009
Accounting
Tempur Sealy International January 2015 - Present
Tempur-Pedic January 2012 - January 2015
Tempur-Pedic August 2010 - January 2012
JP Morgan Chase & Company March 2009 - August 2009
Basic Your Best Buy March 2007 - November 2008
Skills
Research Analysis, Customer Service, Fast Learner, Outlook, Excel, Customer Relations, Access, Word, Microsoft Word, Program Management, Microsoft Excel, Pivot Tables, Customer Experience, Microsoft Office, Research, Training, Analysis, Learning Management..., Management, Account Management
Education
University of Kentucky 2009 — 2011
Bachelor's degree, Business Administration - Finance
University of Louisiana at Monroe 2005 — 2009
Accounting
Brian Faris's JP Morgan Chase & Company Experience December 2006 - February 2008
Job Mortgage Quality Control Executive
Industry Financial Services
Experience
BB&T December 2014 - Present
BB&T August 2010 - November 2014
JPMorgan Chase February 2008 - August 2010
JP Morgan Chase & Company December 2006 - February 2008
JP Morgan Chase & Company October 2005 - December 2006
JP Morgan Chase & Company October 2003 - October 2005
JP Morgan Chase & Company February 2003 - October 2003
Skills
Risk Management, Vendor Management, Relationship Management, Mortgage Servicing, Operations Management, Financial Services, Mortgage Lending, Banking, Credit, Loans, Credit Risk, Financial Risk, Leadership, Management, Strategy, Loan Servicing
Education
Ohio Dominican University 2005 — 2006
MBA
Ohio University 1996 — 2001
Bachelor of Science in Communication
BB&T December 2014 - Present
BB&T August 2010 - November 2014
JPMorgan Chase February 2008 - August 2010
JP Morgan Chase & Company December 2006 - February 2008
JP Morgan Chase & Company October 2005 - December 2006
JP Morgan Chase & Company October 2003 - October 2005
JP Morgan Chase & Company February 2003 - October 2003
Skills
Risk Management, Vendor Management, Relationship Management, Mortgage Servicing, Operations Management, Financial Services, Mortgage Lending, Banking, Credit, Loans, Credit Risk, Financial Risk, Leadership, Management, Strategy, Loan Servicing
Education
Ohio Dominican University 2005 — 2006
MBA
Ohio University 1996 — 2001
Bachelor of Science in Communication
Monroe Lollar's JP Morgan Chase & Company Experience May 2008 - Present
Job BankerBusiness Development at North Community Bank
Industry Banking
Experience
North Community Bank 2014 - Present
JP Morgan Chase & Company May 2008 - Present
Skills
Sales Management, Strategic Financial..., Cross-functional Team..., Finance, Employee Benefits, Retirement, Insurance, Personal Finance, Asset Managment, Portfolio Management, Banking, Recruiting, Securities, Financial Analysis, Risk Management, Investments, Team Building, Customer Service, Account Management, Team Leadership, Leadership, Management, Training, CRM, Financial Services, Public Speaking
Education
North Park University 2002 — 2006
Business Administration-Finance, Economics, & Management2006
North Community Bank 2014 - Present
JP Morgan Chase & Company May 2008 - Present
Skills
Sales Management, Strategic Financial..., Cross-functional Team..., Finance, Employee Benefits, Retirement, Insurance, Personal Finance, Asset Managment, Portfolio Management, Banking, Recruiting, Securities, Financial Analysis, Risk Management, Investments, Team Building, Customer Service, Account Management, Team Leadership, Leadership, Management, Training, CRM, Financial Services, Public Speaking
Education
North Park University 2002 — 2006
Business Administration-Finance, Economics, & Management2006
Shannon Storm's JP Morgan Chase & Company Experience March 2005 - May 2012
Job Vice President Cash Management / Margin at Pierpont Securities
Industry Investment Banking
Experience
PNC May 2014 - Present
Pierpont Securities May 2012 - May 2014
JP Morgan Chase & Company March 2005 - May 2012
Human Rights Campaign 2004 - 2007
JP Morgan Chase & Company July 2000 - March 2005
PFPC Worldwide June 1999 - July 2000
Skills
Strategic Planning, Securities, Middle Office, Series 7, Microsoft Office, Equities, Fixed Income, Investment Banking, Cash Management, Account Management, Corporate Actions, Microsoft Word, Business Process, Microsoft Excel, CRM, Banking, FX Options, Process Improvement, Financial Analysis, Risk Management, Derivatives, Settlement, Analysis, Capital Markets, Collateral Management, Financial Services
Education
Widener University 2006 — 2007
Certificate, Business Process Innovation
Widener University 2002 — 2004
Master's, Business Administration
Shippensburg University of Pennsylvania 1996 — 1999
BSBA, Finance
La Roche College 1995 — 1996
BA, Interior Design
Delone Catholic High School 1991 — 1995
Diploma, College Prep
PNC May 2014 - Present
Pierpont Securities May 2012 - May 2014
JP Morgan Chase & Company March 2005 - May 2012
Human Rights Campaign 2004 - 2007
JP Morgan Chase & Company July 2000 - March 2005
PFPC Worldwide June 1999 - July 2000
Skills
Strategic Planning, Securities, Middle Office, Series 7, Microsoft Office, Equities, Fixed Income, Investment Banking, Cash Management, Account Management, Corporate Actions, Microsoft Word, Business Process, Microsoft Excel, CRM, Banking, FX Options, Process Improvement, Financial Analysis, Risk Management, Derivatives, Settlement, Analysis, Capital Markets, Collateral Management, Financial Services
Education
Widener University 2006 — 2007
Certificate, Business Process Innovation
Widener University 2002 — 2004
Master's, Business Administration
Shippensburg University of Pennsylvania 1996 — 1999
BSBA, Finance
La Roche College 1995 — 1996
BA, Interior Design
Delone Catholic High School 1991 — 1995
Diploma, College Prep
Joe Cohen's JP Morgan Chase & Company Experience June 2005 - August 2005
Job Associate at Itaú BBA USA Securities, Inc.
Industry Financial Services
Experience
Itaú BBA May 2013 - Present
Rabobank November 2009 - April 2013
Rabobank September 2008 - November 2009
IBM - Global Business Services August 2006 - August 2008
JP Morgan Chase & Company June 2005 - August 2005
Skills
Investment Banking, Syndications, Debt, Leveraged Finance, Banking, Loans, Investments, Latin American Markets, Capital Markets, Credit, Financial Risk, Structured Finance, Financial Services, Analysis
Education
Boston University Questrom School of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance
Bergen Academy 1998 — 2002
Itaú BBA May 2013 - Present
Rabobank November 2009 - April 2013
Rabobank September 2008 - November 2009
IBM - Global Business Services August 2006 - August 2008
JP Morgan Chase & Company June 2005 - August 2005
Skills
Investment Banking, Syndications, Debt, Leveraged Finance, Banking, Loans, Investments, Latin American Markets, Capital Markets, Credit, Financial Risk, Structured Finance, Financial Services, Analysis
Education
Boston University Questrom School of Business 2002 — 2006
Bachelor of Science in Business Administration, Finance
Bergen Academy 1998 — 2002
Elizabeth Longworth's JP Morgan Chase & Company Experience 2000 - 2001
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Fidelity Investments April 2012 - March 2014
CFBISD August 2009 - December 2011
Tenet Healthcare 2008 - 2008
JP Morgan Chase & Company 2000 - 2001
JP Morgan Chase & Company 1999 - 2000
JP Morgan Chase & Company 1997 - 1999
New York Life Asset Management 1994 - 1997
New York life Asset Management 1992 - 1993
Towers Perrin 1988 - 1991
Skills
Fundraising, Child Advocacy, Sales - Investment..., Donor Relations, Analysis, Marketing, Nonprofits, Leadership, Management
Education
University of California, Santa Barbara
BA, Speech Communication
Fidelity Investments March 2014 - Present
Fidelity Investments April 2012 - March 2014
CFBISD August 2009 - December 2011
Tenet Healthcare 2008 - 2008
JP Morgan Chase & Company 2000 - 2001
JP Morgan Chase & Company 1999 - 2000
JP Morgan Chase & Company 1997 - 1999
New York Life Asset Management 1994 - 1997
New York life Asset Management 1992 - 1993
Towers Perrin 1988 - 1991
Skills
Fundraising, Child Advocacy, Sales - Investment..., Donor Relations, Analysis, Marketing, Nonprofits, Leadership, Management
Education
University of California, Santa Barbara
BA, Speech Communication
Catherine Sweeney's JP Morgan Chase & Company Experience 1988 - 1997
Job Project Coordinator at American Express
Industry Financial Services
Experience
American Express December 2004 - Present
American Express May 2004 - December 2004
American Express 1997 - 2002
J.P. Morgan Chase & Company 1988 - 1997
Citigroup Global Consumer Group 1984 - 1988
Skills
Cards, Calendars, Event Management, Problem Solving, Direct Marketing, Process Improvement, Budgeting, Product Management, Budgets, Strategy, Program Management, Business Process, Marketing Communications, Integrated Marketing, Account Management, Sales, Marketing, SDLC, CRM, Strategic Communications, Team Leadership, Access, Analytics, Strategic Partnerships, Credit Cards, Management, Financial Services
Education
New York University 1984 — 1988
BA, Journalism
American Express December 2004 - Present
American Express May 2004 - December 2004
American Express 1997 - 2002
J.P. Morgan Chase & Company 1988 - 1997
Citigroup Global Consumer Group 1984 - 1988
Skills
Cards, Calendars, Event Management, Problem Solving, Direct Marketing, Process Improvement, Budgeting, Product Management, Budgets, Strategy, Program Management, Business Process, Marketing Communications, Integrated Marketing, Account Management, Sales, Marketing, SDLC, CRM, Strategic Communications, Team Leadership, Access, Analytics, Strategic Partnerships, Credit Cards, Management, Financial Services
Education
New York University 1984 — 1988
BA, Journalism
Albert Beltrano's JP Morgan Chase & Company Experience November 1997 - October 2004
Job Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse September 2010 - Present
Jefferies & Company June 2009 - September 2010
Schroders October 2004 - March 2009
JP MORGAN CHASE & COMPANY November 1997 - October 2004
Mentor Tech August 1995 - November 1997
Skills
Active Directory, Blackberry
Education
NYIT 2000 — 2000
Master's Degree, Educational/Instructional Technology, 4.0
State University of New York College at Oswego 1989 — 1994
B.S, Technology Education
Credit Suisse September 2010 - Present
Jefferies & Company June 2009 - September 2010
Schroders October 2004 - March 2009
JP MORGAN CHASE & COMPANY November 1997 - October 2004
Mentor Tech August 1995 - November 1997
Skills
Active Directory, Blackberry
Education
NYIT 2000 — 2000
Master's Degree, Educational/Instructional Technology, 4.0
State University of New York College at Oswego 1989 — 1994
B.S, Technology Education
Don Isenburg's JP Morgan Chase & Company Experience 2006 - 2008
Job Managing Director at JMPMChase
Industry Financial Services
Experience
JMPMChase April 2006 - Present
JP Morgan Chase 2006 - Present
JP Morgan Chase & Company 2006 - 2008
Arthur Andersen 1983 - 1987
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Financial Reporting, Due Diligence, Process Improvement, Managerial Finance, Corporate Finance, Management, Restructuring, Accounting, Sarbanes-Oxley Act, Finance, Internal Controls, Mergers & Acquisitions, US GAAP, Risk Management, Auditing, Valuation, SEC filings, Private Equity, Forecasting, Acquisition Integration, Portfolio Management, Internal Audit, Equities, Consolidation, Enterprise Risk..., Capital Markets, Business Valuation, Cash Flow, Financial Accounting, Sarbanes-Oxley, IFRS, Hedge Funds, Financial Audits, Asset Management, Financial Planning, SEC Filings
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1997
Exec MBA, Business
Seton Hall University 1989 — 1991
MBA, Finance & International Fin Mgt
University of Richmond - Robins School of Business 1979 — 1983
BS, Accounting
JMPMChase April 2006 - Present
JP Morgan Chase 2006 - Present
JP Morgan Chase & Company 2006 - 2008
Arthur Andersen 1983 - 1987
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Financial Reporting, Due Diligence, Process Improvement, Managerial Finance, Corporate Finance, Management, Restructuring, Accounting, Sarbanes-Oxley Act, Finance, Internal Controls, Mergers & Acquisitions, US GAAP, Risk Management, Auditing, Valuation, SEC filings, Private Equity, Forecasting, Acquisition Integration, Portfolio Management, Internal Audit, Equities, Consolidation, Enterprise Risk..., Capital Markets, Business Valuation, Cash Flow, Financial Accounting, Sarbanes-Oxley, IFRS, Hedge Funds, Financial Audits, Asset Management, Financial Planning, SEC Filings
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1997
Exec MBA, Business
Seton Hall University 1989 — 1991
MBA, Finance & International Fin Mgt
University of Richmond - Robins School of Business 1979 — 1983
BS, Accounting
Debbie Toennies's JP Morgan Chase & Company Experience November 2014 - Present
Job Managing Director Head of Regulatory Affairs Corporate and Investment Bank at JPMorgan Chase & Company
Industry Investment Banking
Experience
JP Morgan Chase & Company November 2014 - Present
JP Morgan Chase & Company March 2012 - Present
JP Morgan April 1990 - March 2012
Skills
Capital Markets, ABS, Securitization, Structured Finance, Fixed Income, Regulatory Affairs, Regulatory Capital, Financial Regulation
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance and Strategy
Miami University
B.S., Accountancy
JP Morgan Chase & Company November 2014 - Present
JP Morgan Chase & Company March 2012 - Present
JP Morgan April 1990 - March 2012
Skills
Capital Markets, ABS, Securitization, Structured Finance, Fixed Income, Regulatory Affairs, Regulatory Capital, Financial Regulation
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance and Strategy
Miami University
B.S., Accountancy
Victoria Francis's JP Morgan Chase & Company Experience August 2009 - October 2009
Job Human Resources Business Partner at St. Vincent's HealthCare
Industry Human Resources
Experience
St. Vincent's HealthCare August 2014 - Present
Chamberlain College of Nursing September 2011 - Present
Winn Dixie Stores December 2008 - August 2011
Bank of America June 2010 - June 2011
JP Morgan Chase & Company August 2009 - October 2009
Agency for Health Care Administration August 2008 - December 2008
Target Corporation January 2008 - June 2008
Mayo Clinic Jacksonville May 2005 - August 2007
Skills
Leadership, Employee Relations, Personnel Management, Customer Service, PowerPoint, Training, Management, Recruiting, Microsoft Excel, Human Resources, Event Planning, Negotiation, Networking, Strategy, Program Management, Investments, Interviews, Public Speaking, Fundraising, Social Media, Budgets, Organizational..., Strategic Leadership, Microsoft Office
Education
Jacksonville University 2011 — 2013
Masters of Business Administration, Management
Florida Agricultural and Mechanical University 2004 — 2008
B.S., Business Administration and Marketing
St. Vincent's HealthCare August 2014 - Present
Chamberlain College of Nursing September 2011 - Present
Winn Dixie Stores December 2008 - August 2011
Bank of America June 2010 - June 2011
JP Morgan Chase & Company August 2009 - October 2009
Agency for Health Care Administration August 2008 - December 2008
Target Corporation January 2008 - June 2008
Mayo Clinic Jacksonville May 2005 - August 2007
Skills
Leadership, Employee Relations, Personnel Management, Customer Service, PowerPoint, Training, Management, Recruiting, Microsoft Excel, Human Resources, Event Planning, Negotiation, Networking, Strategy, Program Management, Investments, Interviews, Public Speaking, Fundraising, Social Media, Budgets, Organizational..., Strategic Leadership, Microsoft Office
Education
Jacksonville University 2011 — 2013
Masters of Business Administration, Management
Florida Agricultural and Mechanical University 2004 — 2008
B.S., Business Administration and Marketing
Shannon Connor's JP Morgan Chase & Company Experience 2008 - Present
Job Sales Manager
Industry Financial Services
Experience
JP Morgan Chase & Company 2008 - Present
Washington Mutual October 1998 - October 2008
Education
Barry University 1987 — 1991
B.A.
JP Morgan Chase & Company 2008 - Present
Washington Mutual October 1998 - October 2008
Education
Barry University 1987 — 1991
B.A.
Nicholas Little's JP Morgan Chase & Company Experience June 2004 - August 2004
Job Senior Staff Associate at JP Morgan Chase
Industry Accounting
Experience
JP Morgan Chase August 2009 - Present
Crowe Horwath LLP July 2005 - August 2009
JP Morgan Chase & Company June 2004 - August 2004
Market Source, (Hewlett-Packard) June 2001 - June 2004
Education
The Ohio State University Fisher College of Business 2004 — 2005
Masters, Accounting
The Ohio State University Fisher College of Business 2002 — 2005
BS, Honors Accounting Program
Dublin Coffman 1999 — 2002
The Ohio State University
JP Morgan Chase August 2009 - Present
Crowe Horwath LLP July 2005 - August 2009
JP Morgan Chase & Company June 2004 - August 2004
Market Source, (Hewlett-Packard) June 2001 - June 2004
Education
The Ohio State University Fisher College of Business 2004 — 2005
Masters, Accounting
The Ohio State University Fisher College of Business 2002 — 2005
BS, Honors Accounting Program
Dublin Coffman 1999 — 2002
The Ohio State University
Lily Ann Baldivino's JP Morgan Chase & Company Experience December 1996 - August 2008
Job Banking Professional
Industry Banking
Experience
American InterContinental University 2010 - Present
JP Morgan Chase & Company December 1996 - August 2008
Skills
Management, Analysis, Risk Management, Leadership, Project Management
Education
DePaul University 1989 — 1991
B.A., Communication
American InterContinental University 2010 - Present
JP Morgan Chase & Company December 1996 - August 2008
Skills
Management, Analysis, Risk Management, Leadership, Project Management
Education
DePaul University 1989 — 1991
B.A., Communication
David Shimala's JP Morgan Chase & Company Experience April 2004 - April 2006
Job Societe Generale/Newedge Director of Process & Project Management
Industry Financial Services
Experience
Societe Generale February 2014 - Present
Virtusa Corporation October 2009 - October 2013
Bank of America, N.A. - Client Integration Group/Trading Contracts April 2006 - October 2009
J.P. Morgan Chase & Company April 2004 - April 2006
Banc One Capital Markets, Inc. April 2003 - April 2004
ABN AMRO Bank N.V. April 1993 - April 2003
Skills
Derivatives, Risk Management, Trading, Finance, Credit Risk, Investment Banking, Structured Finance, Financial Risk, Banking, Capital Markets, Analysis, Hedge Funds, Equities, Securities, Fixed Income, Financial Services
Education
Indiana University Bloomington 1985 — 1990
Bachelor of Science in Business, Finance
Societe Generale February 2014 - Present
Virtusa Corporation October 2009 - October 2013
Bank of America, N.A. - Client Integration Group/Trading Contracts April 2006 - October 2009
J.P. Morgan Chase & Company April 2004 - April 2006
Banc One Capital Markets, Inc. April 2003 - April 2004
ABN AMRO Bank N.V. April 1993 - April 2003
Skills
Derivatives, Risk Management, Trading, Finance, Credit Risk, Investment Banking, Structured Finance, Financial Risk, Banking, Capital Markets, Analysis, Hedge Funds, Equities, Securities, Fixed Income, Financial Services
Education
Indiana University Bloomington 1985 — 1990
Bachelor of Science in Business, Finance
C. E. Owens, Esq.'s JP Morgan Chase & Company Experience August 2000 - August 2001
Job Business Owner, Developer & Consultant
Industry Commercial Real Estate
Experience
MKA Commercial June 2014 - Present
Owens & Smith Mining Group February 2013 - Present
Africa Mineral Export Consultants 2012 - Present
First Choice Equipment, LLC 2012 - Present
Premier Equipment Solutions January 2011 - March 2012
Value Investment Group May 2005 - August 2007
JP Morgan Chase & Company August 2000 - August 2001
Skills
Strategic Planning, Business Strategy, Leadership, New Business Development, Business Planning, Due Diligence, Mergers & Acquisitions, Sales, Management, Project Management, Marketing Strategy, Management Consulting, Financial Analysis, Marketing, Business Development, Strategy
Education
The John Marshall Law School 2002 — 2005
Doctor of Law (J.D.), Contracts
Morehouse College
Bachelor’s Degree, Business Administration, Marketing
Morehouse College
Bachelor’s Degree, Business Administration
MKA Commercial June 2014 - Present
Owens & Smith Mining Group February 2013 - Present
Africa Mineral Export Consultants 2012 - Present
First Choice Equipment, LLC 2012 - Present
Premier Equipment Solutions January 2011 - March 2012
Value Investment Group May 2005 - August 2007
JP Morgan Chase & Company August 2000 - August 2001
Skills
Strategic Planning, Business Strategy, Leadership, New Business Development, Business Planning, Due Diligence, Mergers & Acquisitions, Sales, Management, Project Management, Marketing Strategy, Management Consulting, Financial Analysis, Marketing, Business Development, Strategy
Education
The John Marshall Law School 2002 — 2005
Doctor of Law (J.D.), Contracts
Morehouse College
Bachelor’s Degree, Business Administration, Marketing
Morehouse College
Bachelor’s Degree, Business Administration
Courtney Gayle's JP Morgan Chase & Company Experience September 2000 - March 2005
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2011 - Present
Citigroup Global Markets August 2008 - August 2010
Credit Suisse First August 2007 - July 2008
UBS Investment Bank March 2006 - July 2007
Credit Suisse First September 2005 - March 2006
JPMorgan Chase September 2000 - March 2005
JP Morgan Chase & Company September 2000 - March 2005
Skills
Fixed Income, Middle Office, Derivatives, Equities, Mutual Funds, Hedge Funds, Risk Management, Swaps, Investment Banking, Securities, Trading, Access, Financial Risk, Settlement, CDS, Portfolio Management, Financial Services, Interest Rate..., Interest Rate Swaps, Alternative Investments, Foreign Exchange, Fund Of Funds, Credit Derivatives, Investments, Banking, Account Reconciliation, Wealth Management, Relationship Management, Structured Products
Education
Binghamton University 1993 — 1997
BA, Economics
Morgan Stanley Wealth Management August 2011 - Present
Citigroup Global Markets August 2008 - August 2010
Credit Suisse First August 2007 - July 2008
UBS Investment Bank March 2006 - July 2007
Credit Suisse First September 2005 - March 2006
JPMorgan Chase September 2000 - March 2005
JP Morgan Chase & Company September 2000 - March 2005
Skills
Fixed Income, Middle Office, Derivatives, Equities, Mutual Funds, Hedge Funds, Risk Management, Swaps, Investment Banking, Securities, Trading, Access, Financial Risk, Settlement, CDS, Portfolio Management, Financial Services, Interest Rate..., Interest Rate Swaps, Alternative Investments, Foreign Exchange, Fund Of Funds, Credit Derivatives, Investments, Banking, Account Reconciliation, Wealth Management, Relationship Management, Structured Products
Education
Binghamton University 1993 — 1997
BA, Economics
Melinda Blue's JP Morgan Chase & Company Experience January 1997 - January 2001
Job Pension Analyst at Sanford, Baumeister & Frazier, LLP
Industry Accounting
Experience
FranFund, Inc. September 2001 - Present
Sanford, Baumeister & Frazier, PC January 2001 - Present
JP Morgan Chase & Company January 1997 - January 2001
Texas Commerce Bank January 1993 - January 1997
Tandy Corporation January 1990 - January 1993
Tandy Corporation January 1988 - January 1990
Tandy Corporation January 1986 - January 1988
Skills
Financial Services, Pension Administration, Profit Sharing, Microsoft Excel, Defined Contribution, Pensions, Microsoft Word, Pension Funds, Form 5500 preparation, Form 8955-SSA..., Form 5330 preparation, 401(k)Plans
Education
Tarrant County College
FranFund, Inc. September 2001 - Present
Sanford, Baumeister & Frazier, PC January 2001 - Present
JP Morgan Chase & Company January 1997 - January 2001
Texas Commerce Bank January 1993 - January 1997
Tandy Corporation January 1990 - January 1993
Tandy Corporation January 1988 - January 1990
Tandy Corporation January 1986 - January 1988
Skills
Financial Services, Pension Administration, Profit Sharing, Microsoft Excel, Defined Contribution, Pensions, Microsoft Word, Pension Funds, Form 5500 preparation, Form 8955-SSA..., Form 5330 preparation, 401(k)Plans
Education
Tarrant County College
Jonathan Steed's JP Morgan Chase & Company Experience August 2012 - May 2013
Job
Industry Banking
Experience
Citi April 2014 - January 2015
JP Morgan Chase & Company August 2012 - May 2013
JP Morgan Chase & Company July 2010 - August 2012
REED MINERALS June 2008 - September 2010
JP Morgan Chase & Company December 2006 - February 2008
Skills
Windows, Research, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Team Building, Project Management, Outlook
Education
University of South Florida 1999 — 2001
B.S Finance
Hillsborough Community College 1995 — 1998
Associate of Arts (AA), Business/Commerce, General
Citi April 2014 - January 2015
JP Morgan Chase & Company August 2012 - May 2013
JP Morgan Chase & Company July 2010 - August 2012
REED MINERALS June 2008 - September 2010
JP Morgan Chase & Company December 2006 - February 2008
Skills
Windows, Research, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Team Building, Project Management, Outlook
Education
University of South Florida 1999 — 2001
B.S Finance
Hillsborough Community College 1995 — 1998
Associate of Arts (AA), Business/Commerce, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS