JP Morgan Chase Bank, N.A.
Industry: Consumer banking company
DescriptionJ.P. Morgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase & Co. Credit card support: 1 (800) 432-3117 CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: 270 Park Avenue, New York City, NY Parent organization: JPMorgan Chase Founded: November 13, 2004, New York City, NY Number of employees: 189,315 (2016)
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JP Morgan Chase Bank, N.A. Employees
Employee
Years
Job
Industry
Maryann Jennings Maryann Jennings's JP Morgan Chase Bank, N.A. Experience February 2015 - Present
Job Attorney
Industry Legal Services
Experience
JP Morgan Chase Bank, N.A. February 2015 - Present
Education
University of Notre Dame Law School
Juris Doctor (J.D.)
Iona College
Bachelor's Degree
JP Morgan Chase Bank, N.A. February 2015 - Present
Education
University of Notre Dame Law School
Juris Doctor (J.D.)
Iona College
Bachelor's Degree
Corey Owen ChFC CFP® Corey Owen ChFC CFP®'s JP Morgan Chase Bank, N.A. Experience February 2012 - Present
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. February 2012 - Present
Morgan Stanley Smith Barney May 2010 - February 2012
CB Financial Group LLC/Farm Bureau Financial February 2006 - April 2010
Arizona Army National Guard February 2001 - December 2008
Education
Grand Canyon University 2015 — 2017
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
The American College 2013 — 2014
Chartered Financial Consultant designation, Finance and Financial Management Services
College for Financial Planning 2007 — 2009
Certified Financial Planner, Financial Planning and Services
Northern Arizona University 2002 — 2006
dual major, Advertising, Public Relations
JP Morgan Chase Bank, N.A. February 2012 - Present
Morgan Stanley Smith Barney May 2010 - February 2012
CB Financial Group LLC/Farm Bureau Financial February 2006 - April 2010
Arizona Army National Guard February 2001 - December 2008
Education
Grand Canyon University 2015 — 2017
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
The American College 2013 — 2014
Chartered Financial Consultant designation, Finance and Financial Management Services
College for Financial Planning 2007 — 2009
Certified Financial Planner, Financial Planning and Services
Northern Arizona University 2002 — 2006
dual major, Advertising, Public Relations
Lorraine Gaitan-Martinez Lorraine Gaitan-Martinez's JP Morgan Chase Bank, N.A. Experience April 2004 - Present
Job Relationship Banker SBS at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2004 - Present
Education
Cardinal Stritch University
Business Administration and Management, General
JP Morgan Chase Bank, N.A. April 2004 - Present
Education
Cardinal Stritch University
Business Administration and Management, General
Anna Bratishova Anna Bratishova's JP Morgan Chase Bank, N.A. Experience 2009 - 2014
Job Relationship Banker at JPMorgan Chase Bank, N. A.
Industry Banking
Experience
JPMorgan Chase Bank, n.a. December 2008 - Present
Jp Morgan Chase Bank, N.A. 2009 - 2014
J.P. Morgan Chase Bank, N.A. 2009 - 2011
International Life Magazine 2009 - 2010
Education
Brooklyn College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Management, 3.8
JPMorgan Chase Bank, n.a. December 2008 - Present
Jp Morgan Chase Bank, N.A. 2009 - 2014
J.P. Morgan Chase Bank, N.A. 2009 - 2011
International Life Magazine 2009 - 2010
Education
Brooklyn College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Management, 3.8
Steven Christol Steven Christol's JP Morgan Chase Bank, N.A. Experience January 2015 - Present
Job Relationship Banker
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. January 2015 - Present
MetLife April 2007 - December 2013
American Home Equity 2006 - 2006
American Home Equity 2005 - 2006
More2Lend Financial 2004 - 2005
Celestial Lighting 2002 - 2004
Education
UCLA 1999 — 2001
Bachelor of Arts (B.A.)
The American College 2011 — 2013
CERTIFIED FINANCIAL PLANNER™
Foothill College 1997 — 1999
Associate of Arts (A.A.)
JP Morgan Chase Bank, N.A. January 2015 - Present
MetLife April 2007 - December 2013
American Home Equity 2006 - 2006
American Home Equity 2005 - 2006
More2Lend Financial 2004 - 2005
Celestial Lighting 2002 - 2004
Education
UCLA 1999 — 2001
Bachelor of Arts (B.A.)
The American College 2011 — 2013
CERTIFIED FINANCIAL PLANNER™
Foothill College 1997 — 1999
Associate of Arts (A.A.)
Sondeep Singh's JP Morgan Chase Bank, N.A. Experience March 2013 - August 2015
Job
Industry Staffing and Recruiting
Experience
Robert Half Technology August 2015 - Present
JP Morgan Chase Bank, N.A. March 2013 - August 2015
JPMorgan Chase Bank, N.A. June 2012 - August 2015
Best Buy October 2008 - February 2012
Meijer 2007 - 2008
Skills
Customer Service, Team Building, Sales, Retail, CRM, Customer Relations, Banking, Customer Satisfaction, Team Leadership, Credit, Relationship Management, Customer Experience, Coaching, Recruiting, Technical Recruiting, Cold Calling
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Indiana University-Purdue University at Indianapolis 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Robert Half Technology August 2015 - Present
JP Morgan Chase Bank, N.A. March 2013 - August 2015
JPMorgan Chase Bank, N.A. June 2012 - August 2015
Best Buy October 2008 - February 2012
Meijer 2007 - 2008
Skills
Customer Service, Team Building, Sales, Retail, CRM, Customer Relations, Banking, Customer Satisfaction, Team Leadership, Credit, Relationship Management, Customer Experience, Coaching, Recruiting, Technical Recruiting, Cold Calling
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Indiana University-Purdue University at Indianapolis 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
David Kollie David Kollie's JP Morgan Chase Bank, N.A. Experience February 2012 - Present
Job Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. February 2012 - Present
PNC Bank, NA December 2007 - January 2012
Kmart Corporation March 2005 - March 2007
Education
Kean University 2010 — 2012
Bachelor's degree, Finance, General
Middlesex County College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
JP Morgan Chase Bank, N.A. February 2012 - Present
PNC Bank, NA December 2007 - January 2012
Kmart Corporation March 2005 - March 2007
Education
Kean University 2010 — 2012
Bachelor's degree, Finance, General
Middlesex County College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General
Bar De Leon Bar De Leon's JP Morgan Chase Bank, N.A. Experience July 2014 - August 2015
Job Sales Manager at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual San Diego August 2015 - Present
JP Morgan Chase Bank, N.A. July 2014 - August 2015
NYLIFE Securities LLC December 2013 - July 2014
New York Life Insurance Company March 2011 - July 2014
Education
NYLIC University 2011 — 2012
Chaffey College 1997 — 2001
MassMutual San Diego August 2015 - Present
JP Morgan Chase Bank, N.A. July 2014 - August 2015
NYLIFE Securities LLC December 2013 - July 2014
New York Life Insurance Company March 2011 - July 2014
Education
NYLIC University 2011 — 2012
Chaffey College 1997 — 2001
Corinna Bongiovanni Corinna Bongiovanni's JP Morgan Chase Bank, N.A. Experience September 2012 - Present
Job Supervisory Manager, Vice President
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2012 - Present
Morgan Stanley April 2006 - September 2012
Wachovia Securities June 2004 - April 2006
Assurant Health September 2003 - June 2004
Stifel, Nicolaus & Company, Inc September 2002 - September 2003
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-Parkside 1997 — 2001
B.A., Communication, Business
JP Morgan Chase Bank, N.A. September 2012 - Present
Morgan Stanley April 2006 - September 2012
Wachovia Securities June 2004 - April 2006
Assurant Health September 2003 - June 2004
Stifel, Nicolaus & Company, Inc September 2002 - September 2003
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
Master of Business Administration (MBA), Finance and Financial Management Services
University of Wisconsin-Parkside 1997 — 2001
B.A., Communication, Business
Esteban Vazquez Esteban Vazquez's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2013 - Present
PNC Financial Services July 2013 - August 2013
PNC Financial Services October 2011 - July 2013
MB Financial Bank August 2010 - October 2011
Education
Eastern Illinois University 2007 — 2010
Bachelors, Communication
JP Morgan Chase Bank, N.A. August 2013 - Present
PNC Financial Services July 2013 - August 2013
PNC Financial Services October 2011 - July 2013
MB Financial Bank August 2010 - October 2011
Education
Eastern Illinois University 2007 — 2010
Bachelors, Communication
Ryan Chantana's JP Morgan Chase Bank, N.A. Experience August 2012 - Present
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2012 - Present
The Prudential Insurance Company of America, Newark, NJ May 2010 - July 2012
Tri-Crown Vacations, Inc. April 1999 - December 2009
Education
Keller Graduate School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Finance
DeVry University-California 2002 — 2004
Bachelor of Science (B.S.), Business Information Systems
JP Morgan Chase Bank, N.A. August 2012 - Present
The Prudential Insurance Company of America, Newark, NJ May 2010 - July 2012
Tri-Crown Vacations, Inc. April 1999 - December 2009
Education
Keller Graduate School of Management 2008 — 2011
Master of Business Administration (M.B.A.), Finance
DeVry University-California 2002 — 2004
Bachelor of Science (B.S.), Business Information Systems
Andrew Axelson Andrew Axelson's JP Morgan Chase Bank, N.A. Experience February 2015 - Present
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. February 2015 - Present
JPMorgan Securities LLC June 2014 - February 2015
JP Morgan Chase Bank N.A. September 2009 - May 2014
MB Financial Bank August 2008 - September 2009
Chicago Board of Trade May 2007 - August 2007
Education
The University of Montana 2004 — 2008
Undergraduate, Business Administrations-Marketing
College of DuPage 2003 — 2004
Finance
JP Morgan Chase Bank, N.A. February 2015 - Present
JPMorgan Securities LLC June 2014 - February 2015
JP Morgan Chase Bank N.A. September 2009 - May 2014
MB Financial Bank August 2008 - September 2009
Chicago Board of Trade May 2007 - August 2007
Education
The University of Montana 2004 — 2008
Undergraduate, Business Administrations-Marketing
College of DuPage 2003 — 2004
Finance
Laura Stone Laura Stone's JP Morgan Chase Bank, N.A. Experience 1985 - Present
Job Managing Director Market Director at JP Morgan Chase Bank, N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank, N.A. 1985 - Present
United States Olympic Committee 1981 - 1985
Hallmark Cards 1980 - 1981
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance and Marketing
Indiana University Bloomington
Bachelor's degree, Business - Marketing
JP Morgan Chase Bank, N.A. 1985 - Present
United States Olympic Committee 1981 - 1985
Hallmark Cards 1980 - 1981
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance and Marketing
Indiana University Bloomington
Bachelor's degree, Business - Marketing
Larry Bambico Larry Bambico's JP Morgan Chase Bank, N.A. Experience July 2014 - October 2014
Job AVP, Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2014 - Present
JP Morgan Chase Bank, N.A. July 2014 - October 2014
JP Morgan Securities LLC December 2011 - July 2014
Chase Investment Services Corp June 2009 - December 2011
JP Morgan Chase January 2008 - June 2009
Education
California State University-Northridge
Bank of America Merrill Lynch October 2014 - Present
JP Morgan Chase Bank, N.A. July 2014 - October 2014
JP Morgan Securities LLC December 2011 - July 2014
Chase Investment Services Corp June 2009 - December 2011
JP Morgan Chase January 2008 - June 2009
Education
California State University-Northridge
Ameer Nasser's JP Morgan Chase Bank, N.A. Experience October 2006 - Present
Job Relationship Banker at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2006 - Present
24 Hour Fitness September 2002 - September 2006
Education
Grossmont College 2002 — 2004
Associate's degree, Business/Commerce, General
Helix High School 1998 — 2002
JP Morgan Chase Bank, N.A. October 2006 - Present
24 Hour Fitness September 2002 - September 2006
Education
Grossmont College 2002 — 2004
Associate's degree, Business/Commerce, General
Helix High School 1998 — 2002
Jason Schick's JP Morgan Chase Bank, N.A. Experience June 2012 - June 2014
Job Investment Consultant Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
JP Morgan Chase Bank, N.A. June 2012 - June 2014
Morgan Stanley Smith Barney November 2011 - May 2012
Plainfield Equipment, Inc. April 2009 - November 2011
ABC Supply Co., Inc. May 2006 - April 2009
Skills
Financial Planning, Sales Management, Product Marketing, Financial Advisory, Training, Leadership, Investment Strategies, Retirement Planning, Wealth Management, Account Management, Sales, Investment Advisory, Budgets, Investments, Strategic Planning, Insurance, Marketing Strategy, Business Planning, Negotiation, Fixed Annuities, New Business Development, Financial Analysis, Retirement, Strategic Financial..., Sales Operations, Contract Negotiation, Team Building, Marketing, Selling, Forecasting, Inventory Management, Customer Service, Project Planning, Business Development, Cold Calling, Credit, Finance, Life Insurance, Team Leadership, B2B, Term Life Insurance, Small Business, Outside Sales, Relationship Management, Customer Retention, Pricing
Education
Indiana State University 1999 — 2004
Bachelor of Science, Political Science, Marketing
Scottrade July 2014 - Present
JP Morgan Chase Bank, N.A. June 2012 - June 2014
Morgan Stanley Smith Barney November 2011 - May 2012
Plainfield Equipment, Inc. April 2009 - November 2011
ABC Supply Co., Inc. May 2006 - April 2009
Skills
Financial Planning, Sales Management, Product Marketing, Financial Advisory, Training, Leadership, Investment Strategies, Retirement Planning, Wealth Management, Account Management, Sales, Investment Advisory, Budgets, Investments, Strategic Planning, Insurance, Marketing Strategy, Business Planning, Negotiation, Fixed Annuities, New Business Development, Financial Analysis, Retirement, Strategic Financial..., Sales Operations, Contract Negotiation, Team Building, Marketing, Selling, Forecasting, Inventory Management, Customer Service, Project Planning, Business Development, Cold Calling, Credit, Finance, Life Insurance, Team Leadership, B2B, Term Life Insurance, Small Business, Outside Sales, Relationship Management, Customer Retention, Pricing
Education
Indiana State University 1999 — 2004
Bachelor of Science, Political Science, Marketing
Scott Rickman Scott Rickman's JP Morgan Chase Bank, N.A. Experience September 2014 - Present
Job Vice President, Private Client Advisor JP Morgan Chase Bank, N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank, N.A. September 2014 - Present
Fidelity Investments February 2012 - April 2014
Merrill Lynch January 2006 - December 2010
UBS Wealth Management June 2004 - January 2006
Rabobank October 1997 - December 2001
PricewaterhouseCoopers Limited September 1994 - September 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Finance
University of Miami 1993 — 1995
MST, Taxation
Boston University - School of Management 1989 — 1993
BSBA, Business
Choate Rosemary Hall
JP Morgan Chase Bank, N.A. September 2014 - Present
Fidelity Investments February 2012 - April 2014
Merrill Lynch January 2006 - December 2010
UBS Wealth Management June 2004 - January 2006
Rabobank October 1997 - December 2001
PricewaterhouseCoopers Limited September 1994 - September 1996
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, Finance
University of Miami 1993 — 1995
MST, Taxation
Boston University - School of Management 1989 — 1993
BSBA, Business
Choate Rosemary Hall
Andrew Jimenez's JP Morgan Chase Bank, N.A. Experience June 2014 - Present
Job Private Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. June 2014 - Present
Security International Group January 2014 - June 2014
Gibraltar Private Bank & Trust August 2013 - January 2014
BankUnited January 2012 - August 2013
Wells Fargo Bank August 2006 - December 2011
Washington Mutual May 2002 - August 2006
Office Depot February 1998 - May 2002
Skills
Banking, Credit, Loans, Management, Portfolio Management, Finance, Financial Services, Mortgage Lending, Forecasting, Analysis, Financial Risk, Commercial Banking, Sales, Training, Customer Service, Leadership
Education
Florida International University 2001 — 2013
a Bachelors, Business AdministrationApproximate
Miami Dade College
Associate's degree, Business Administration and Management, General
JP Morgan Chase Bank, N.A. June 2014 - Present
Security International Group January 2014 - June 2014
Gibraltar Private Bank & Trust August 2013 - January 2014
BankUnited January 2012 - August 2013
Wells Fargo Bank August 2006 - December 2011
Washington Mutual May 2002 - August 2006
Office Depot February 1998 - May 2002
Skills
Banking, Credit, Loans, Management, Portfolio Management, Finance, Financial Services, Mortgage Lending, Forecasting, Analysis, Financial Risk, Commercial Banking, Sales, Training, Customer Service, Leadership
Education
Florida International University 2001 — 2013
a Bachelors, Business AdministrationApproximate
Miami Dade College
Associate's degree, Business Administration and Management, General
Renee Rociola Renee Rociola's JP Morgan Chase Bank, N.A. Experience June 1982 - Present
Job Realtionship Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. June 1982 - Present
JP Morgan Chase Bank, N.A. June 1982 - Present
Education
College of DuPage 1979 — 1979
JP Morgan Chase Bank, N.A. June 1982 - Present
JP Morgan Chase Bank, N.A. June 1982 - Present
Education
College of DuPage 1979 — 1979
Joseph Livesey Joseph Livesey's JP Morgan Chase Bank, N.A. Experience February 2015 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
Freelance coaching January 2009 - Present
JP Morgan Chase Bank, N.A. February 2015 - Present
Union Bank June 2012 - February 2015
Starbucks June 2005 - June 2012
Superior Education 2007 - 2009
Education
California State University-Fullerton 2008 — 2010
Linguistics
University of California, Irvine 2002 — 2005
Civil Engineering
Freelance coaching January 2009 - Present
JP Morgan Chase Bank, N.A. February 2015 - Present
Union Bank June 2012 - February 2015
Starbucks June 2005 - June 2012
Superior Education 2007 - 2009
Education
California State University-Fullerton 2008 — 2010
Linguistics
University of California, Irvine 2002 — 2005
Civil Engineering
Amani Andrews's JP Morgan Chase Bank, N.A. Experience January 2013 - Present
Job Relationship BankerSmall Business Specialist
Industry Banking
Experience
JP Morgan Chase Bank, N.A. January 2013 - Present
Diversity and Inclusion City Hall Office April 2012 - December 2012
Education
Grand Valley State University 2008 — 2012
Bachelor of Science (B.S.), Public and Nonprofit Administration, Concentration in Finance and Budgeting
Series 6 License
Series 63
JP Morgan Chase Bank, N.A. January 2013 - Present
Diversity and Inclusion City Hall Office April 2012 - December 2012
Education
Grand Valley State University 2008 — 2012
Bachelor of Science (B.S.), Public and Nonprofit Administration, Concentration in Finance and Budgeting
Series 6 License
Series 63
Jared Hakes's JP Morgan Chase Bank, N.A. Experience August 2015 - Present
Job Private Client Banker at JP Morgan Chase Bank
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2015 - Present
JPMorgan Chase Bank, N.A. September 2014 - August 2015
STAR Financial Bank August 2013 - September 2014
Peoples Bank, "Banking Unusual" October 2012 - July 2013
Indiana Department of Child Services February 2009 - February 2012
Education
Ball State University 2004 — 2008
Bachelor's of Science, Criminal Justice
JP Morgan Chase Bank, N.A. August 2015 - Present
JPMorgan Chase Bank, N.A. September 2014 - August 2015
STAR Financial Bank August 2013 - September 2014
Peoples Bank, "Banking Unusual" October 2012 - July 2013
Indiana Department of Child Services February 2009 - February 2012
Education
Ball State University 2004 — 2008
Bachelor's of Science, Criminal Justice
Rosalina Aggrey Rosalina Aggrey's JP Morgan Chase Bank, N.A. Experience June 2007 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank, N.A. June 2007 - Present
QFI Inc. November 2004 - January 2007
Skills
Banking, Customer Service, Financial Analysis, Credit, Management, Microsoft Excel, Strategic Planning, Finance, Accounting, Microsoft Office, Investments, Portfolio Management
Education
Mercy College 2003 — 2007
MBA, MANAGEMENT
Hampton University 1997 — 2001
BS, MANAGEMENT
JP Morgan Chase Bank, N.A. June 2007 - Present
QFI Inc. November 2004 - January 2007
Skills
Banking, Customer Service, Financial Analysis, Credit, Management, Microsoft Excel, Strategic Planning, Finance, Accounting, Microsoft Office, Investments, Portfolio Management
Education
Mercy College 2003 — 2007
MBA, MANAGEMENT
Hampton University 1997 — 2001
BS, MANAGEMENT
Curtis Frisch Curtis Frisch's JP Morgan Chase Bank, N.A. Experience September 2013 - Present
Job Private Client Banker at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2013 - Present
JP Morgan Chase Bank, N.A. October 2012 - September 2013
JP Morgan Chase Bank, N.A. June 2012 - October 2012
JP Morgan Chase Bank, N.A. June 2011 - June 2012
Best Buy June 2008 - July 2011
St. Vincent Mercy Medical Center June 2005 - June 2009
Education
Bowling Green State University 2004 — 2010
Bachelor of Applied Science (BASc)
Arcadia High School 1990 — 2003
JP Morgan Chase Bank, N.A. September 2013 - Present
JP Morgan Chase Bank, N.A. October 2012 - September 2013
JP Morgan Chase Bank, N.A. June 2012 - October 2012
JP Morgan Chase Bank, N.A. June 2011 - June 2012
Best Buy June 2008 - July 2011
St. Vincent Mercy Medical Center June 2005 - June 2009
Education
Bowling Green State University 2004 — 2010
Bachelor of Applied Science (BASc)
Arcadia High School 1990 — 2003
Robert Austin Robert Austin's JP Morgan Chase Bank, N.A. Experience November 2014 - Present
Job Private Client Investment Associate at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2014 - Present
Ameriprise Financial Services, Inc. July 2012 - October 2014
Rose Greene Financial April 2008 - April 2012
Prudential Financial November 2006 - April 2008
Education
California State University-Dominguez Hills 2005 — 2006
BS, Business Administration With an Emphasis in Finance
JP Morgan Chase Bank, N.A. November 2014 - Present
Ameriprise Financial Services, Inc. July 2012 - October 2014
Rose Greene Financial April 2008 - April 2012
Prudential Financial November 2006 - April 2008
Education
California State University-Dominguez Hills 2005 — 2006
BS, Business Administration With an Emphasis in Finance
Jason Dilorenzo Jason Dilorenzo's JP Morgan Chase Bank, N.A. Experience October 2008 - Present
Job Market DirectorExecutive Director JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2008 - Present
UVEST Financial Services May 2004 - October 2008
Education
Dowling College 1995 — 1999
JP Morgan Chase Bank, N.A. October 2008 - Present
UVEST Financial Services May 2004 - October 2008
Education
Dowling College 1995 — 1999
Anuradha Rathore Anuradha Rathore's JP Morgan Chase Bank, N.A. Experience June 2010 - Present
Job Private Client Banker at J P Morgan Chase Bank, N.A
Industry Banking
Experience
JP Morgan Chase Bank, N.A. June 2010 - Present
TCF Bank September 2008 - February 2010
GREAVES TOURS, LLC, Chicago, IL September 2005 - February 2007
GRAYLING WALES, Cardiff, Wales, UK July 2004 - September 2004
SAHIL VISIONS, New Delhi, India July 2001 - July 2003
Education
Cardiff University / Prifysgol Caerdydd 2003 — 2005
Masters, International Public Relations and Marketing
JP Morgan Chase Bank, N.A. June 2010 - Present
TCF Bank September 2008 - February 2010
GREAVES TOURS, LLC, Chicago, IL September 2005 - February 2007
GRAYLING WALES, Cardiff, Wales, UK July 2004 - September 2004
SAHIL VISIONS, New Delhi, India July 2001 - July 2003
Education
Cardiff University / Prifysgol Caerdydd 2003 — 2005
Masters, International Public Relations and Marketing
Daniel Emma Daniel Emma's JP Morgan Chase Bank, N.A. Experience February 2014 - July 2015
Job Credit and Lending Professional with residential real estate and legal background
Industry Real Estate
Experience
JP Morgan Chase Bank, N.A. February 2014 - July 2015
First Weber Group June 2013 - February 2014
WAGNER,FALCONER, & JUDD, LTD. January 2002 - 2011
Kohner, Mann & Kailas January 1999 - January 2001
MCNEELEY & ASSOCIATES March 1998 - January 1999
SCHELLINGER & ASSOCIATES January 1989 - January 1993
Skills
Insurance, Real Estate, Contract Negotiation, Negotiating Contracts, Negotiation, Residential Homes, Mediation, Arbitration, Estate Planning, Bankruptcy, Hearings
Education
Case Western Reserve University School of Law
Doctor of Jurisprudence
University of Connecticut
BS, Accounting
JP Morgan Chase Bank, N.A. February 2014 - July 2015
First Weber Group June 2013 - February 2014
WAGNER,FALCONER, & JUDD, LTD. January 2002 - 2011
Kohner, Mann & Kailas January 1999 - January 2001
MCNEELEY & ASSOCIATES March 1998 - January 1999
SCHELLINGER & ASSOCIATES January 1989 - January 1993
Skills
Insurance, Real Estate, Contract Negotiation, Negotiating Contracts, Negotiation, Residential Homes, Mediation, Arbitration, Estate Planning, Bankruptcy, Hearings
Education
Case Western Reserve University School of Law
Doctor of Jurisprudence
University of Connecticut
BS, Accounting
Amir Alishahi Amir Alishahi's JP Morgan Chase Bank, N.A. Experience December 2012 - Present
Job VP Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. December 2012 - Present
Chase Investments April 2011 - December 2012
JP Morgan Chase Bank, N.A. October 2008 - April 2011
Washington Mutual Bank January 2004 - September 2008
Education
CSUN 2010 — 2013
UCLA 2006 — 2008
Los Angeles Pierce College 2004 — 2006
JP Morgan Chase Bank, N.A. December 2012 - Present
Chase Investments April 2011 - December 2012
JP Morgan Chase Bank, N.A. October 2008 - April 2011
Washington Mutual Bank January 2004 - September 2008
Education
CSUN 2010 — 2013
UCLA 2006 — 2008
Los Angeles Pierce College 2004 — 2006
Darrell Cristina Darrell Cristina's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. June 2012 - Present
Wells Fargo Bank August 2011 - June 2012
Bouchard Insurance June 2010 - August 2011
American General Finance March 2007 - June 2010
Education
Connecticut College 1997 — 2001
BA, Economics
Culver Military Academy 1993 — 2000
College Preparatory
JP Morgan Chase Bank, N.A. June 2012 - Present
Wells Fargo Bank August 2011 - June 2012
Bouchard Insurance June 2010 - August 2011
American General Finance March 2007 - June 2010
Education
Connecticut College 1997 — 2001
BA, Economics
Culver Military Academy 1993 — 2000
College Preparatory
Jeff Zientara Jeff Zientara's JP Morgan Chase Bank, N.A. Experience April 2014 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2014 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2009 - December 2013
Morgan Stanley August 2007 - May 2009
Morgan Stanley April 2005 - May 2006
Infinity Broadcasting May 2004 - February 2005
Education
University of South Florida 2002 — 2004
2004, Economics and International Business
Florida State University 2000 — 2002
Business
JP Morgan Chase Bank, N.A. April 2014 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2009 - December 2013
Morgan Stanley August 2007 - May 2009
Morgan Stanley April 2005 - May 2006
Infinity Broadcasting May 2004 - February 2005
Education
University of South Florida 2002 — 2004
2004, Economics and International Business
Florida State University 2000 — 2002
Business
Christopher Pizaro Christopher Pizaro's JP Morgan Chase Bank, N.A. Experience November 2011 - Present
Job Relationship Banker Small Business Specialist at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2011 - Present
Northwestern Mutual October 2009 - May 2011
Skills
Series 63, Series 6, Sales, Microsoft Office
Education
LIU Post 2007 — 2009
B.S., Business Management
JP Morgan Chase Bank, N.A. November 2011 - Present
Northwestern Mutual October 2009 - May 2011
Skills
Series 63, Series 6, Sales, Microsoft Office
Education
LIU Post 2007 — 2009
B.S., Business Management
Timothy Jensen's JP Morgan Chase Bank, N.A. Experience July 2013 - Present
Job JP Morgan Chase Bank, N.A. Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2013 - Present
Morgan Stanley Smith Barney October 2011 - May 2013
Northwestern Mutual Financial Network October 2009 - September 2011
JPMorgan Chase January 2008 - October 2009
Chase Bank January 2008 - September 2009
AXA Equitable March 2005 - December 2007
AXA Equitable January 2005 - December 2007
Education
Brigham Young University 1998 — 2004
Broadcast Journalism, Communications
Brigham Young University 1998 — 2004
Bachelors Degree, Broadcast Journalism
Longmont High School
Westview Middle
JP Morgan Chase Bank, N.A. July 2013 - Present
Morgan Stanley Smith Barney October 2011 - May 2013
Northwestern Mutual Financial Network October 2009 - September 2011
JPMorgan Chase January 2008 - October 2009
Chase Bank January 2008 - September 2009
AXA Equitable March 2005 - December 2007
AXA Equitable January 2005 - December 2007
Education
Brigham Young University 1998 — 2004
Broadcast Journalism, Communications
Brigham Young University 1998 — 2004
Bachelors Degree, Broadcast Journalism
Longmont High School
Westview Middle
Chris Ferraro Chris Ferraro's JP Morgan Chase Bank, N.A. Experience January 2013 - December 2014
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A January 2015 - Present
JP Morgan Chase Bank, N.A. January 2013 - December 2014
JP Morgan Chase Bank, N.A. September 2012 - January 2013
Focuscope, Inc. December 2010 - September 2012
Glen View Club April 2010 - November 2010
Whisper Rock Golf Club October 2008 - May 2009
PGA of America August 2008 - October 2008
Glen View Club May 2007 - November 2007
Village Greens of Woodridge May 2006 - August 2006
Education
Ferris State University 2005 — 2009
Business, Professional Golf Management/Marketing
JPMorgan Chase Bank, N.A January 2015 - Present
JP Morgan Chase Bank, N.A. January 2013 - December 2014
JP Morgan Chase Bank, N.A. September 2012 - January 2013
Focuscope, Inc. December 2010 - September 2012
Glen View Club April 2010 - November 2010
Whisper Rock Golf Club October 2008 - May 2009
PGA of America August 2008 - October 2008
Glen View Club May 2007 - November 2007
Village Greens of Woodridge May 2006 - August 2006
Education
Ferris State University 2005 — 2009
Business, Professional Golf Management/Marketing
Jeffrey Gershen's JP Morgan Chase Bank, N.A. Experience November 2013 - August 2015
Job Premier Banker at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank August 2015 - Present
JP Morgan Chase Bank, N.A. November 2013 - August 2015
JP Morgan Chase Bank, N.A. November 2011 - November 2013
Regions Financial Corporation July 2008 - November 2011
Washington Mutual November 2007 - July 2008
RadioShack September 2003 - November 2007
Jeffrey Gershen Photography May 1995 - September 2003
RadioShack August 1991 - May 1995
Education
State University of New York at Binghamton 1987 — 1991
Bachelor's Degree, History
John Dewey High School 1984 — 1987
High School, Graduated 3rd highest out of a graduating class of 833 students
BMO Harris Bank August 2015 - Present
JP Morgan Chase Bank, N.A. November 2013 - August 2015
JP Morgan Chase Bank, N.A. November 2011 - November 2013
Regions Financial Corporation July 2008 - November 2011
Washington Mutual November 2007 - July 2008
RadioShack September 2003 - November 2007
Jeffrey Gershen Photography May 1995 - September 2003
RadioShack August 1991 - May 1995
Education
State University of New York at Binghamton 1987 — 1991
Bachelor's Degree, History
John Dewey High School 1984 — 1987
High School, Graduated 3rd highest out of a graduating class of 833 students
Justin Mechanic's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2013 - Present
JP Morgan Chase Bank, N.A. September 2008 - July 2013
Education
Hofstra University
Master of Business Administration (MBA), Finance
SUNY Binghamton 2004 — 2008
Bachelor of Arts (B.A.), Economics
JP Morgan Chase Bank, N.A. August 2013 - Present
JP Morgan Chase Bank, N.A. September 2008 - July 2013
Education
Hofstra University
Master of Business Administration (MBA), Finance
SUNY Binghamton 2004 — 2008
Bachelor of Arts (B.A.), Economics
Gabriel Canales's JP Morgan Chase Bank, N.A. Experience January 2015 - Present
Job Relation Banker, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. January 2015 - Present
Bank of America August 2011 - January 2015
Bank of America January 2011 - August 2011
Bank of America June 2009 - January 2011
Skills
Sales, Branch Banking, Bilingual-English/Spanis..., Customer Service, Consulting
Education
University of North Texas 2009 — 2014
Currently Enrolled, Finance, General
Collin County Community College
Associate of Science (A.S.)
JP Morgan Chase Bank, N.A. January 2015 - Present
Bank of America August 2011 - January 2015
Bank of America January 2011 - August 2011
Bank of America June 2009 - January 2011
Skills
Sales, Branch Banking, Bilingual-English/Spanis..., Customer Service, Consulting
Education
University of North Texas 2009 — 2014
Currently Enrolled, Finance, General
Collin County Community College
Associate of Science (A.S.)
Adrienne (Wehrmeister) Stephens's JP Morgan Chase Bank, N.A. Experience July 2015 - Present
Job Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2015 - Present
JPMorgan Chase Bank, N.A. May 2014 - Present
JP Morgan Chase Bank, N.A. July 2012 - May 2014
JPMorgan Chase Bank, N.A. April 2010 - July 2012
Education
Illinois State University 1998 — 2002
BA, Political Science
Hinsdale Central High School 1994 — 1998
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
JP Morgan Chase Bank, N.A. July 2015 - Present
JPMorgan Chase Bank, N.A. May 2014 - Present
JP Morgan Chase Bank, N.A. July 2012 - May 2014
JPMorgan Chase Bank, N.A. April 2010 - July 2012
Education
Illinois State University 1998 — 2002
BA, Political Science
Hinsdale Central High School 1994 — 1998
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Anthony Gallo's JP Morgan Chase Bank, N.A. Experience August 2013 - July 2014
Job National Account Manager at Coyote Logistics
Industry Financial Services
Experience
Coyote Logistics June 2015 - Present
JP Morgan Chase Bank, N.A. August 2013 - July 2014
JP Morgan Chase Bank, N.A. April 2012 - August 2013
Coldwell Banker Honig-Bell December 2011 - April 2012
Slapshots Bar May 2010 - January 2012
Inwood Athletic Club May 2007 - June 2009
Skills
Sales, Microsoft Office, Customer Service, PowerPoint, Marketing, Management, Investments, Microsoft Excel, Time Management, Finance, Leadership, Social Media, Series 7, Microsoft Word, Public Speaking
Education
Illinois State University 2009 — 2011
Bachelor of Science, Finance
Joliet Junior College 2007 — 2009
Coyote Logistics June 2015 - Present
JP Morgan Chase Bank, N.A. August 2013 - July 2014
JP Morgan Chase Bank, N.A. April 2012 - August 2013
Coldwell Banker Honig-Bell December 2011 - April 2012
Slapshots Bar May 2010 - January 2012
Inwood Athletic Club May 2007 - June 2009
Skills
Sales, Microsoft Office, Customer Service, PowerPoint, Marketing, Management, Investments, Microsoft Excel, Time Management, Finance, Leadership, Social Media, Series 7, Microsoft Word, Public Speaking
Education
Illinois State University 2009 — 2011
Bachelor of Science, Finance
Joliet Junior College 2007 — 2009
Whittaker Mack III Whittaker Mack III's JP Morgan Chase Bank, N.A. Experience May 2010 - Present
Job Vice President at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. May 2010 - Present
Urban Resource Institute 2002 - Present
Duke University Alumni Advisory Committee 1989 - Present
Alpha Phi Alpha Fraternity, Inc. 1986 - Present
Education
Fordham Gabelli School of Business 2003 — 2006
MBA
Duke University 1984 — 1988
Bachelor's Degree
JP Morgan Chase Bank, N.A. May 2010 - Present
Urban Resource Institute 2002 - Present
Duke University Alumni Advisory Committee 1989 - Present
Alpha Phi Alpha Fraternity, Inc. 1986 - Present
Education
Fordham Gabelli School of Business 2003 — 2006
MBA
Duke University 1984 — 1988
Bachelor's Degree
YERMY MONTESDEOCA YERMY MONTESDEOCA's JP Morgan Chase Bank, N.A. Experience November 2007 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2007 - Present
BankAtlantic August 2004 - June 2007
Skills
Business Strategy, Commercial Banking, Credit Analysis, Customer Retention, Microsoft Excel, Loans, Microsoft Office, Mortgage Lending, Project Management, Sales Management
Education
Florida Atlantic University 2014 — 2016
Certified Financial Planner
Florida International University 2007 — 2013
Finance, Business Administration
JP Morgan Chase Bank, N.A. November 2007 - Present
BankAtlantic August 2004 - June 2007
Skills
Business Strategy, Commercial Banking, Credit Analysis, Customer Retention, Microsoft Excel, Loans, Microsoft Office, Mortgage Lending, Project Management, Sales Management
Education
Florida Atlantic University 2014 — 2016
Certified Financial Planner
Florida International University 2007 — 2013
Finance, Business Administration
Remi Sosan's JP Morgan Chase Bank, N.A. Experience June 2010 - July 2014
Job Account Receivable Specialist
Industry Financial Services
Experience
Penn Jersey Central Advanced Services November 2014 - Present
JP Morgan Chase Bank, N.A. June 2010 - July 2014
HSBC May 2009 - June 2010
HSBC November 2007 - May 2009
TSA July 2007 - November 2007
Skills
Customer Service, Banking, Credit, Retail Banking, Series 63, Loans, Financial Services, Consumer Lending, Series 6, Risk Management, Mortgage Lending, Credit Analysis, Relationship Management, Financial Analysis, Finance
Education
John Jay College of Criminal Justice 2003 — 2008
Criminal Justice, Psychology
Penn Jersey Central Advanced Services November 2014 - Present
JP Morgan Chase Bank, N.A. June 2010 - July 2014
HSBC May 2009 - June 2010
HSBC November 2007 - May 2009
TSA July 2007 - November 2007
Skills
Customer Service, Banking, Credit, Retail Banking, Series 63, Loans, Financial Services, Consumer Lending, Series 6, Risk Management, Mortgage Lending, Credit Analysis, Relationship Management, Financial Analysis, Finance
Education
John Jay College of Criminal Justice 2003 — 2008
Criminal Justice, Psychology
Stephan Gonzalez-Llanes Stephan Gonzalez-Llanes's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
JP Morgan Chase Bank, N.A. August 2013 - Present
JP Morgan Securities, LLC March 2011 - August 2013
SGL Capital, LLC May 2009 - May 2011
Southern trust securities July 2006 - May 2009
DHL April 1999 - March 2002
Education
Belen Jesuit Prep school 1989 — 1992
Florida International University
University of Florida
Wells Fargo Advisors April 2015 - Present
JP Morgan Chase Bank, N.A. August 2013 - Present
JP Morgan Securities, LLC March 2011 - August 2013
SGL Capital, LLC May 2009 - May 2011
Southern trust securities July 2006 - May 2009
DHL April 1999 - March 2002
Education
Belen Jesuit Prep school 1989 — 1992
Florida International University
University of Florida
Nicole Cochran Nicole Cochran's JP Morgan Chase Bank, N.A. Experience December 2012 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Wholesale
Experience
JP Morgan Chase Bank, N.A. December 2012 - Present
Fastenal April 2012 - September 2012
Fastenal July 2009 - May 2012
Bath & Body Works Co March 2007 - August 2008
Weil Gotshal August 2007 - September 2007
Weil Gotshal and Manges June 2007 - September 2007
Miller Starr Regalia July 2007 - August 2007
Shultz and Wright LLP May 2007 - June 2007
Preston Pipelines May 2004 - August 2006
American Investors Company May 2002 - August 2006
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelors, International Management, Marketing
California Polytechnic University 2005 — 2009
Bachelor of Science, Business Administration 2009; International Business & Marketing
JP Morgan Chase Bank, N.A. December 2012 - Present
Fastenal April 2012 - September 2012
Fastenal July 2009 - May 2012
Bath & Body Works Co March 2007 - August 2008
Weil Gotshal August 2007 - September 2007
Weil Gotshal and Manges June 2007 - September 2007
Miller Starr Regalia July 2007 - August 2007
Shultz and Wright LLP May 2007 - June 2007
Preston Pipelines May 2004 - August 2006
American Investors Company May 2002 - August 2006
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelors, International Management, Marketing
California Polytechnic University 2005 — 2009
Bachelor of Science, Business Administration 2009; International Business & Marketing
James Galluzzo James Galluzzo's JP Morgan Chase Bank, N.A. Experience July 2014 - July 2015
Job Licensed Financial Professional
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2014 - July 2015
AXA Advisors July 2013 - March 2014
Mariner Silvermine Fund January 2011 - December 2012
RBS Securities, Inc. February 1984 - August 2010
Skills
Trading, Fixed Income, Capital Markets, Securities, Portfolio Management, Finance, Asset Management, Bonds
Education
Colby College 1979 — 1983
Bachelor of Arts (BA), Administrative Science
Ossining High School 1975 — 1979
JP Morgan Chase Bank, N.A. July 2014 - July 2015
AXA Advisors July 2013 - March 2014
Mariner Silvermine Fund January 2011 - December 2012
RBS Securities, Inc. February 1984 - August 2010
Skills
Trading, Fixed Income, Capital Markets, Securities, Portfolio Management, Finance, Asset Management, Bonds
Education
Colby College 1979 — 1983
Bachelor of Arts (BA), Administrative Science
Ossining High School 1975 — 1979
Caitlin Devlin Caitlin Devlin's JP Morgan Chase Bank, N.A. Experience February 2011 - April 2014
Job Professional Public Policy/Program Analyst
Industry Nonprofit Organization Management
Experience
JP Morgan Chase Bank, N.A. February 2011 - April 2014
Moosejaw Pizza & Brew Co January 2007 - August 2010
AMISA Group SA de CV July 2008 - December 2008
Skills
Customer Service, Strategic Planning, Event Planning, Policy Analysis, Risk Management, Sales, Microsoft Office, Building Relationships, Coaching, Marketing, Management, PowerPoint, Data Analysis, Account Management, Sales Management, Project Management, Project Planning, Program Management, Program Development, Program Evaluation, Media Planning, Human Resource..., Human Resources, Employee Relations, Business Analysis, Securities, Financial Analysis, Life Insurance, Microsoft Excel, Mortgage Lending
Education
American Public University System 2011 — 2012
Master of Public Administration (M.P.A.)
University of Wisconsin-Whitewater 2004 — 2009
Bachelor of Arts, Journalism emphasis Advertising & Spanish
Tecnológico de Monterrey 2008 — 2008
Certificate of International Communication, International Advertising. Cultural Communication, Spanish
JP Morgan Chase Bank, N.A. February 2011 - April 2014
Moosejaw Pizza & Brew Co January 2007 - August 2010
AMISA Group SA de CV July 2008 - December 2008
Skills
Customer Service, Strategic Planning, Event Planning, Policy Analysis, Risk Management, Sales, Microsoft Office, Building Relationships, Coaching, Marketing, Management, PowerPoint, Data Analysis, Account Management, Sales Management, Project Management, Project Planning, Program Management, Program Development, Program Evaluation, Media Planning, Human Resource..., Human Resources, Employee Relations, Business Analysis, Securities, Financial Analysis, Life Insurance, Microsoft Excel, Mortgage Lending
Education
American Public University System 2011 — 2012
Master of Public Administration (M.P.A.)
University of Wisconsin-Whitewater 2004 — 2009
Bachelor of Arts, Journalism emphasis Advertising & Spanish
Tecnológico de Monterrey 2008 — 2008
Certificate of International Communication, International Advertising. Cultural Communication, Spanish
Noel J. Gonzalez Noel J. Gonzalez's JP Morgan Chase Bank, N.A. Experience August 2010 - November 2014
Job Vice President, Regional Business Banking Officer at Bank of the West
Industry Financial Services
Experience
Bank of the West December 2014 - Present
JP Morgan Chase Bank, N.A. August 2010 - November 2014
Wells Fargo Bank, N.A., Wells Fargo Advisors, LLC. (formerly Wachovia Bank, N.A.) August 2008 - May 2011
Indymac Bank November 2001 - July 2008
Financial Freedom Senior Funding Corp. (Division of IndyMac Bank, F.S.B.) March 2006 - April 2007
Wells Fargo Bank November 1998 - September 2001
Skills
Mortgage Lending, Banking, Loans, Finance, Financial Services, Real Estate, Credit, Business Development, Loan Origination, Mortgage Banking, Commercial Banking, Strategy, Sales, Management, Leadership, Investments, Executive Management
Education
California State University-Los Angeles 1994 — 2000
B.S., Business Administration - Option in Real Estate
Bank of the West December 2014 - Present
JP Morgan Chase Bank, N.A. August 2010 - November 2014
Wells Fargo Bank, N.A., Wells Fargo Advisors, LLC. (formerly Wachovia Bank, N.A.) August 2008 - May 2011
Indymac Bank November 2001 - July 2008
Financial Freedom Senior Funding Corp. (Division of IndyMac Bank, F.S.B.) March 2006 - April 2007
Wells Fargo Bank November 1998 - September 2001
Skills
Mortgage Lending, Banking, Loans, Finance, Financial Services, Real Estate, Credit, Business Development, Loan Origination, Mortgage Banking, Commercial Banking, Strategy, Sales, Management, Leadership, Investments, Executive Management
Education
California State University-Los Angeles 1994 — 2000
B.S., Business Administration - Option in Real Estate
John Spatola John Spatola's JP Morgan Chase Bank, N.A. Experience September 2010 - July 2015
Job United Nations Federal Credit Union
Industry Financial Services
Experience
UNFCU Financial Advisors, LLC. July 2015 - Present
JP Morgan Chase Bank, N.A. September 2010 - July 2015
Wells Fargo Advisors February 2010 - September 2010
Smith Barney/ Morgan Stanley Smith Barney January 2007 - February 2010
CAI NJ 2008 - 2010
FYE September 2004 - December 2006
Brookstone August 2003 - September 2004
Best Buy August 2000 - July 2003
Blockbuster March 1999 - August 2000
Sophisticated Treats June 1995 - February 1999
Education
University of Phoenix 2005 — 2006
Finance, Business Management
Bergen Community College 1997 — 1998
Finance
UNFCU Financial Advisors, LLC. July 2015 - Present
JP Morgan Chase Bank, N.A. September 2010 - July 2015
Wells Fargo Advisors February 2010 - September 2010
Smith Barney/ Morgan Stanley Smith Barney January 2007 - February 2010
CAI NJ 2008 - 2010
FYE September 2004 - December 2006
Brookstone August 2003 - September 2004
Best Buy August 2000 - July 2003
Blockbuster March 1999 - August 2000
Sophisticated Treats June 1995 - February 1999
Education
University of Phoenix 2005 — 2006
Finance, Business Management
Bergen Community College 1997 — 1998
Finance
Sukhjit Mann's JP Morgan Chase Bank, N.A. Experience April 2012 - Present
Job Personal Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2012 - Present
JP Morgan Chase Bank, N.A. July 2012 - Present
Chase January 2011 - April 2012
Chase October 2010 - January 2011
Chase September 2008 - October 2010
Washington Mutual March 2008 - September 2008
Bank of America October 2006 - March 2008
MAC Real Estate Services April 2004 - January 2005
Skills
Ability to Multi-task, Leadership, Risk Management, Training, Management, Dependable & Punctual &..., Quick to Assimilate..., Excellent Customer..., Good Time Management..., Bilingual-English/Punjab..., Team Leadership, Proficient in MS Office...
Education
California State University-Sacramento 2004 — 2010
Bachelor of Science (B.S.), Business Administration-Finance
Yuba City High School 2000 — 2004
High School Diploma
JP Morgan Chase Bank, N.A. April 2012 - Present
JP Morgan Chase Bank, N.A. July 2012 - Present
Chase January 2011 - April 2012
Chase October 2010 - January 2011
Chase September 2008 - October 2010
Washington Mutual March 2008 - September 2008
Bank of America October 2006 - March 2008
MAC Real Estate Services April 2004 - January 2005
Skills
Ability to Multi-task, Leadership, Risk Management, Training, Management, Dependable & Punctual &..., Quick to Assimilate..., Excellent Customer..., Good Time Management..., Bilingual-English/Punjab..., Team Leadership, Proficient in MS Office...
Education
California State University-Sacramento 2004 — 2010
Bachelor of Science (B.S.), Business Administration-Finance
Yuba City High School 2000 — 2004
High School Diploma
Jorge Idrovo Jorge Idrovo's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2012 - Present
JP Morgan Chase Bank, N.A. September 2009 - June 2012
JP Morgan Chase Bank, N.A. January 2007 - September 2009
Education
Kean University 2009 — 2012
Master's Degree, Accounting, 3.7
Kean University 2007 — 2009
Bachelor's Degree, Accounting and Finance, 3.6
JP Morgan Chase Bank, N.A. June 2012 - Present
JP Morgan Chase Bank, N.A. September 2009 - June 2012
JP Morgan Chase Bank, N.A. January 2007 - September 2009
Education
Kean University 2009 — 2012
Master's Degree, Accounting, 3.7
Kean University 2007 — 2009
Bachelor's Degree, Accounting and Finance, 3.6
Herry Changardi's JP Morgan Chase Bank, N.A. Experience August 2013 - July 2015
Job Graduate Student at UW Applied Mathematics in Quantitative Finance & Risk Management
Industry Financial Services
Experience
University of Washington- School of Science in Applied Mathematics June 2015 - Present
JP Morgan Chase Bank, N.A. August 2013 - July 2015
Wells Fargo Bank July 2008 - August 2013
Key Bank March 2006 - February 2007
City University of Seattle 2003 - 2005
Skills
Credit, Finance, Financial Analysis, Banking, Microsoft Office, Leadership, Program Management, Project Management, Credit Analysis, Microsoft Excel, Business Analysis, Risk Management, Loans, Financial Services, Relationship Management, Analysis
Education
University of Washington 2015 — 2017
Master of Science (MSc), Applied Mathematics in Computational Finance & Risk Management
City University of Seattle 2003 — 2005
MBA, Finance
Petra Christian University 1994 — 1999
B.S, Civil Engineering
University of Washington- School of Science in Applied Mathematics June 2015 - Present
JP Morgan Chase Bank, N.A. August 2013 - July 2015
Wells Fargo Bank July 2008 - August 2013
Key Bank March 2006 - February 2007
City University of Seattle 2003 - 2005
Skills
Credit, Finance, Financial Analysis, Banking, Microsoft Office, Leadership, Program Management, Project Management, Credit Analysis, Microsoft Excel, Business Analysis, Risk Management, Loans, Financial Services, Relationship Management, Analysis
Education
University of Washington 2015 — 2017
Master of Science (MSc), Applied Mathematics in Computational Finance & Risk Management
City University of Seattle 2003 — 2005
MBA, Finance
Petra Christian University 1994 — 1999
B.S, Civil Engineering
Samantha Rothrock Samantha Rothrock's JP Morgan Chase Bank, N.A. Experience September 2014 - Present
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2014 - Present
Chase Investments, a part of J.P. Morgan Securities LLC August 2012 - September 2014
Chase May 2010 - August 2012
Ponderosa Property Management May 2009 - May 2010
Valley Oak Appraisals February 2005 - March 2010
Education
California State University-Chico 2004 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, Human Resource Management
JP Morgan Chase Bank, N.A. September 2014 - Present
Chase Investments, a part of J.P. Morgan Securities LLC August 2012 - September 2014
Chase May 2010 - August 2012
Ponderosa Property Management May 2009 - May 2010
Valley Oak Appraisals February 2005 - March 2010
Education
California State University-Chico 2004 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, Human Resource Management
Brian Shriner Brian Shriner's JP Morgan Chase Bank, N.A. Experience September 2013 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank, N.A. September 2013 - Present
RMS January 2012 - September 2013
Arrowhead Golf Course September 2010 - January 2012
Quality Logo Products September 2010 - August 2011
Education
Aurora University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Minooka Community Highschool 2003 — 2007
GED
JP Morgan Chase Bank, N.A. September 2013 - Present
RMS January 2012 - September 2013
Arrowhead Golf Course September 2010 - January 2012
Quality Logo Products September 2010 - August 2011
Education
Aurora University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Minooka Community Highschool 2003 — 2007
GED
Haley Ruzomberka's JP Morgan Chase Bank, N.A. Experience October 2012 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2012 - Present
JP Morgan Chase Bank, N.A. January 2012 - September 2012
JP Morgan Chase Bank, N.A. March 2011 - January 2012
JP Morgan Chase Bank, N.A. August 2009 - March 2011
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
JP Morgan Chase Bank, N.A. October 2012 - Present
JP Morgan Chase Bank, N.A. January 2012 - September 2012
JP Morgan Chase Bank, N.A. March 2011 - January 2012
JP Morgan Chase Bank, N.A. August 2009 - March 2011
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Pavel Kreychman Pavel Kreychman's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job VP, Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2012 - Present
CISC July 2010 - June 2012
JP Morgan Chase July 2008 - August 2010
ALLWARE TECHNOLOGIES, INC September 2007 - July 2008
NORTHWESTERN MUTUAL FINANCIAL NETWORK June 2007 - August 2007
Education
City University of New York-Brooklyn College 2004 — 2008
BS, Business Management and Finance
JP Morgan Chase Bank, N.A. June 2012 - Present
CISC July 2010 - June 2012
JP Morgan Chase July 2008 - August 2010
ALLWARE TECHNOLOGIES, INC September 2007 - July 2008
NORTHWESTERN MUTUAL FINANCIAL NETWORK June 2007 - August 2007
Education
City University of New York-Brooklyn College 2004 — 2008
BS, Business Management and Finance
Lee Cohen's JP Morgan Chase Bank, N.A. Experience August 2014 - Present
Job Relationship Banker at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase Bank, N.A. August 2014 - Present
Aflac October 2012 - April 2014
City of Chicago Treasurer's Office June 2011 - September 2012
The Eventors, Inc. June 2011 - September 2012
City of Tucson Mayor's Office January 2012 - May 2012
Meg Whitman for Governor 2010 May 2010 - August 2010
RadNet June 2008 - June 2010
Rolling Oaks Radiology June 2008 - August 2008
Education
University of Arizona 2009 — 2012
Bachelor of Science (B.S.), Political Science and Government
Indiana University Bloomington 2007 — 2009
JP Morgan Chase Bank, N.A. August 2014 - Present
Aflac October 2012 - April 2014
City of Chicago Treasurer's Office June 2011 - September 2012
The Eventors, Inc. June 2011 - September 2012
City of Tucson Mayor's Office January 2012 - May 2012
Meg Whitman for Governor 2010 May 2010 - August 2010
RadNet June 2008 - June 2010
Rolling Oaks Radiology June 2008 - August 2008
Education
University of Arizona 2009 — 2012
Bachelor of Science (B.S.), Political Science and Government
Indiana University Bloomington 2007 — 2009
Matt Dehn Matt Dehn's JP Morgan Chase Bank, N.A. Experience January 2014 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. January 2014 - Present
JP Morgan Chase Bank, N.A. April 2012 - December 2013
JP Morgan Chase Bank, N.A. July 2011 - April 2012
Anderson Pest Solutions May 2011 - July 2011
Education
Dominican University 2007 — 2011
Bachelor of Arts, Management, Marketing, minor in Economics
JP Morgan Chase Bank, N.A. January 2014 - Present
JP Morgan Chase Bank, N.A. April 2012 - December 2013
JP Morgan Chase Bank, N.A. July 2011 - April 2012
Anderson Pest Solutions May 2011 - July 2011
Education
Dominican University 2007 — 2011
Bachelor of Arts, Management, Marketing, minor in Economics
Lorraine Koo Lorraine Koo's JP Morgan Chase Bank, N.A. Experience November 2014 - Present
Job Vice President, Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2014 - Present
J.P. Morgan Securities LLC April 2014 - October 2014
JP Morgan Chase Bank, N.A. April 2013 - March 2014
Bank of the West December 2011 - April 2013
Popular Community Bank February 2007 - December 2011
Education
University of California, Los Angeles 2012 — 2013
Certification of Personal Financial Planning, Financial Planning and Services
California State University-Fullerton 2001 — 2005
Bachelor of Arts (BA), Business Administration and Management, General
JP Morgan Chase Bank, N.A. November 2014 - Present
J.P. Morgan Securities LLC April 2014 - October 2014
JP Morgan Chase Bank, N.A. April 2013 - March 2014
Bank of the West December 2011 - April 2013
Popular Community Bank February 2007 - December 2011
Education
University of California, Los Angeles 2012 — 2013
Certification of Personal Financial Planning, Financial Planning and Services
California State University-Fullerton 2001 — 2005
Bachelor of Arts (BA), Business Administration and Management, General
Robert Ayuyao Robert Ayuyao's JP Morgan Chase Bank, N.A. Experience November 2014 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A
Industry Banking
Experience
JP Morgan Chase Bank, N.A. November 2014 - Present
JP Morgan Chase Bank, N.A. November 2013 - October 2014
Prudential Financial June 2011 - May 2013
Charles Rutenberg Realty Inc. January 2011 - March 2012
Ascendant Capital & Trading February 2010 - April 2011
The Corcoran Group September 2008 - January 2011
Citi Habitats April 2004 - August 2008
MBF Clearing Corp. April 2002 - August 2003
LOO Inc. April 1996 - October 2002
Natural Born Traders Inc. at Broadway Trading LLC. 1999 - 2002
Education
City University of New York-Hunter College
Psychology/Human Behavior
JP Morgan Chase Bank, N.A. November 2014 - Present
JP Morgan Chase Bank, N.A. November 2013 - October 2014
Prudential Financial June 2011 - May 2013
Charles Rutenberg Realty Inc. January 2011 - March 2012
Ascendant Capital & Trading February 2010 - April 2011
The Corcoran Group September 2008 - January 2011
Citi Habitats April 2004 - August 2008
MBF Clearing Corp. April 2002 - August 2003
LOO Inc. April 1996 - October 2002
Natural Born Traders Inc. at Broadway Trading LLC. 1999 - 2002
Education
City University of New York-Hunter College
Psychology/Human Behavior
James Adamo's JP Morgan Chase Bank, N.A. Experience January 2014 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. January 2014 - Present
JP Morgan Chase Bank, N.A. May 2012 - December 2013
JP Morgan Chase Bank, N.A. December 2009 - May 2012
J.Crew September 2008 - December 2009
BNY Mellon January 2008 - May 2008
Education
Long Island University, Brooklyn Campus 2003 — 2007
Bachelor's degree, Business Administration and Management, General
JP Morgan Chase Bank, N.A. January 2014 - Present
JP Morgan Chase Bank, N.A. May 2012 - December 2013
JP Morgan Chase Bank, N.A. December 2009 - May 2012
J.Crew September 2008 - December 2009
BNY Mellon January 2008 - May 2008
Education
Long Island University, Brooklyn Campus 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Nicole Yesko Nicole Yesko's JP Morgan Chase Bank, N.A. Experience August 2009 - Present
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2009 - Present
ADP May 2008 - July 2009
Education
Central Michigan University 2004 — 2008
Business Administration, Marketing
JP Morgan Chase Bank, N.A. August 2009 - Present
ADP May 2008 - July 2009
Education
Central Michigan University 2004 — 2008
Business Administration, Marketing
Pervin Aydin Pervin Aydin's JP Morgan Chase Bank, N.A. Experience August 2011 - Present
Job Private Client Investment Associate
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2011 - Present
JP Morgan Chase Bank, N.A. November 2008 - July 2011
JP Morgan Chase Bank, N.A. August 2007 - October 2008
Education
Hofstra University 2004 — 2006
Business Administration, International Business
JP Morgan Chase Bank, N.A. August 2011 - Present
JP Morgan Chase Bank, N.A. November 2008 - July 2011
JP Morgan Chase Bank, N.A. August 2007 - October 2008
Education
Hofstra University 2004 — 2006
Business Administration, International Business
Brian Monske's JP Morgan Chase Bank, N.A. Experience August 2012 - February 2015
Job Wealth Advisor at SLR Financial, Inc.
Industry Financial Services
Experience
SLR Financial, Inc. February 2015 - Present
JP Morgan Chase Bank, N.A. August 2012 - February 2015
Chase Investment Services Corp. July 2010 - October 2012
JP Morgan Chase February 2009 - July 2010
Securities America May 2005 - February 2009
Skills
Wealth Management, Retirement Planning, Risk Management, Asset Allocation, Retirement Income..., Portfolio Management, Investments, Strategic Planning, Asset Management, Financial Analysis, Retirement Savings, Financial Services, Banking, Mutual Funds, Independent Financial..., Financial Planning, Series 7, Insurance, Retirement, Investment Advisory, Customer Service, Investment Strategies, Wealth Accumulation, Wealth Preservation..., Investment Management, Money Management, Financial Advisory, Finance, Marketing, Financial Goals, Securities, Sales, Relationship Management
Education
California State University-Sacramento 2000 — 2005
Business Administration, Finance, Marketing
SLR Financial, Inc. February 2015 - Present
JP Morgan Chase Bank, N.A. August 2012 - February 2015
Chase Investment Services Corp. July 2010 - October 2012
JP Morgan Chase February 2009 - July 2010
Securities America May 2005 - February 2009
Skills
Wealth Management, Retirement Planning, Risk Management, Asset Allocation, Retirement Income..., Portfolio Management, Investments, Strategic Planning, Asset Management, Financial Analysis, Retirement Savings, Financial Services, Banking, Mutual Funds, Independent Financial..., Financial Planning, Series 7, Insurance, Retirement, Investment Advisory, Customer Service, Investment Strategies, Wealth Accumulation, Wealth Preservation..., Investment Management, Money Management, Financial Advisory, Finance, Marketing, Financial Goals, Securities, Sales, Relationship Management
Education
California State University-Sacramento 2000 — 2005
Business Administration, Finance, Marketing
Xenia Roberts's JP Morgan Chase Bank, N.A. Experience May 2011 - Present
Job VP, Branch Manager at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. May 2011 - Present
Wachovia Bank/ A Wells Fargo Company August 2007 - July 2010
Wachovia Bank/ A Wells Fargo Company June 2005 - August 2007
Wachovia Bank/ A Wells Fargo Company October 2003 - June 2005
Regions Bank January 1999 - December 2000
Skills
Banking, Credit, Loans, Small Business Lending, Commercial Lending, Credit Analysis, Financial Services, Commercial Banking, Mortgage Lending, Retail Banking
Education
Indiana University - Kelley School of Business 1987 — 1991
B.S
JP Morgan Chase Bank, N.A. May 2011 - Present
Wachovia Bank/ A Wells Fargo Company August 2007 - July 2010
Wachovia Bank/ A Wells Fargo Company June 2005 - August 2007
Wachovia Bank/ A Wells Fargo Company October 2003 - June 2005
Regions Bank January 1999 - December 2000
Skills
Banking, Credit, Loans, Small Business Lending, Commercial Lending, Credit Analysis, Financial Services, Commercial Banking, Mortgage Lending, Retail Banking
Education
Indiana University - Kelley School of Business 1987 — 1991
B.S
Albertine Gibbs's JP Morgan Chase Bank, N.A. Experience 2015 - Present
Job Private Client Investment Associate
Industry Investment Banking
Experience
JP Morgan Chase Bank, N.A. 2015 - Present
Serchuk & Zelermyer LLP September 1992 - August 1997
American Express Bank Ltd, September 1984 - August 1988
Education
Brooklyn Law School 1989 — 1991
JD-Cum Laude
Tufts University 1979 — 1983
BS, Int'l Rel & Econ.
The Spence School 1976 — 1979
HS
JP Morgan Chase Bank, N.A. 2015 - Present
Serchuk & Zelermyer LLP September 1992 - August 1997
American Express Bank Ltd, September 1984 - August 1988
Education
Brooklyn Law School 1989 — 1991
JD-Cum Laude
Tufts University 1979 — 1983
BS, Int'l Rel & Econ.
The Spence School 1976 — 1979
HS
Tamir Assas's JP Morgan Chase Bank, N.A. Experience October 2012 - Present
Job
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services Corp. December 2008 - October 2012
Smith Barney July 2007 - December 2008
Bear Stearns July 2006 - April 2007
PricewaterhouseCoopers January 2005 - June 2006
Quick & Reilly January 2003 - December 2004
Merrill Lynch March 2002 - January 2003
Aegis Capital Corp. July 2000 - August 2001
Bank of New York January 1998 - June 2000
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management
LIU Brooklyn 2001 — 2004
M.S., Accounting
Long Island University, Brooklyn Campus 1992 — 1997
B.S., Dual degree Finance and Management
JP Morgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services Corp. December 2008 - October 2012
Smith Barney July 2007 - December 2008
Bear Stearns July 2006 - April 2007
PricewaterhouseCoopers January 2005 - June 2006
Quick & Reilly January 2003 - December 2004
Merrill Lynch March 2002 - January 2003
Aegis Capital Corp. July 2000 - August 2001
Bank of New York January 1998 - June 2000
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Transnational Management
LIU Brooklyn 2001 — 2004
M.S., Accounting
Long Island University, Brooklyn Campus 1992 — 1997
B.S., Dual degree Finance and Management
Dawn M. Ciciola, MA's JP Morgan Chase Bank, N.A. Experience 1999 - 2002
Job Adjunct Professor at Iona College
Industry Investment Banking
Experience
Iona College August 2012 - Present
JP Morgan Chase & Co. August 2006 - August 2008
Goldman, Sachs & Co. September 2002 - August 2006
JP Morgan Chase 1999 - 2006
JP Morgan Chase Bank 1999 - 2002
JP Morgan Chase Bank, N.A. 1999 - 2002
The Chase Manhattan Bank, N.A. 1999 - 2002
Bankers Trust Company 1997 - 1999
General Re Financial Products 1995 - 1997
Toronto-Dominion Bank 1990 - 1995
Skills
Public Speaking, Credit, ISDA, Valuation, Derivatives, Hedge Funds, Equities, Asset Management, Capital Markets, Fixed Income, Risk Management, Negotiation
Education
Iona College 2002 — 2006
M.A. Spanish, Modern Languages
New York University 2000 — 2004
International Relations and Affairs
Saint Bonaventure University 1985 — 1989
Dual Majors i. English Literature and Spanish Studies, Pre-Law Minor
Iona College August 2012 - Present
JP Morgan Chase & Co. August 2006 - August 2008
Goldman, Sachs & Co. September 2002 - August 2006
JP Morgan Chase 1999 - 2006
JP Morgan Chase Bank 1999 - 2002
JP Morgan Chase Bank, N.A. 1999 - 2002
The Chase Manhattan Bank, N.A. 1999 - 2002
Bankers Trust Company 1997 - 1999
General Re Financial Products 1995 - 1997
Toronto-Dominion Bank 1990 - 1995
Skills
Public Speaking, Credit, ISDA, Valuation, Derivatives, Hedge Funds, Equities, Asset Management, Capital Markets, Fixed Income, Risk Management, Negotiation
Education
Iona College 2002 — 2006
M.A. Spanish, Modern Languages
New York University 2000 — 2004
International Relations and Affairs
Saint Bonaventure University 1985 — 1989
Dual Majors i. English Literature and Spanish Studies, Pre-Law Minor
Josh Dickinson's JP Morgan Chase Bank, N.A. Experience November 2010 - April 2014
Job Law Student at Baylor Law School
Industry Law Practice
Experience
JP Morgan Chase Bank, N.A. November 2010 - April 2014
Curtis High School October 2009 - February 2011
Wild Waves Theme Park April 2008 - August 2010
Washington Official's Association December 2009 - February 2010
BYU Student Leadership December 2005 - April 2009
Horizon Air February 2005 - August 2005
Skills
Leadership, Training, Public Speaking, Human Resources, Microsoft Excel, Project Planning, Recruiting, Microsoft Office, Microsoft Word, Spanish, PowerPoint, Event Planning, Account Management, Business Planning, Banking, Employee Relations, Finance, Team Leadership, Outlook, Management, Research, Community Outreach, Data Analysis, Project Management, Access, Teaching, Editing, Strategic Planning, Customer Service
Education
Baylor University School of Law 2014 — 2016
Doctor of Law (JD), Law
Brigham Young University 2002 — 2009
Bachelor of Science (BS), Recreation Management and Youth Leadership, 3.72
JP Morgan Chase Bank, N.A. November 2010 - April 2014
Curtis High School October 2009 - February 2011
Wild Waves Theme Park April 2008 - August 2010
Washington Official's Association December 2009 - February 2010
BYU Student Leadership December 2005 - April 2009
Horizon Air February 2005 - August 2005
Skills
Leadership, Training, Public Speaking, Human Resources, Microsoft Excel, Project Planning, Recruiting, Microsoft Office, Microsoft Word, Spanish, PowerPoint, Event Planning, Account Management, Business Planning, Banking, Employee Relations, Finance, Team Leadership, Outlook, Management, Research, Community Outreach, Data Analysis, Project Management, Access, Teaching, Editing, Strategic Planning, Customer Service
Education
Baylor University School of Law 2014 — 2016
Doctor of Law (JD), Law
Brigham Young University 2002 — 2009
Bachelor of Science (BS), Recreation Management and Youth Leadership, 3.72
Corey Merrill's JP Morgan Chase Bank, N.A. Experience June 2011 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. June 2011 - Present
Wells Fargo October 2009 - June 2011
Farm Bureau Financial Services September 2008 - October 2009
UBS Bank USA June 2007 - August 2007
UBS Wealth Management 2001 - 2007
UBS Global Asset Management June 2006 - August 2006
Skills
Analytical Skills, Financial Analysis, Finance, Personal Finance, Insurance, Account Management, Operations Management, Sales Management, Project Management
Education
Brigham Young University 2001 — 2007
Finance
JP Morgan Chase Bank, N.A. June 2011 - Present
Wells Fargo October 2009 - June 2011
Farm Bureau Financial Services September 2008 - October 2009
UBS Bank USA June 2007 - August 2007
UBS Wealth Management 2001 - 2007
UBS Global Asset Management June 2006 - August 2006
Skills
Analytical Skills, Financial Analysis, Finance, Personal Finance, Insurance, Account Management, Operations Management, Sales Management, Project Management
Education
Brigham Young University 2001 — 2007
Finance
Sergio Canevett's JP Morgan Chase Bank, N.A. Experience March 2010 - Present
Job Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. March 2010 - Present
Morgan Stanley November 2005 - August 2010
UBS Wealth Management May 2002 - November 2005
Education
Arizona State University 2002 — 2005
JP Morgan Chase Bank, N.A. March 2010 - Present
Morgan Stanley November 2005 - August 2010
UBS Wealth Management May 2002 - November 2005
Education
Arizona State University 2002 — 2005
John Volpicella's JP Morgan Chase Bank, N.A. Experience 1998 - Present
Job SVP at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. 1998 - Present
Skills
Financial Analysis, Banking, Commercial Lending, Treasury Management, Loans, Cash Management, Credit, Risk Management, Small Business Lending, Asset Based Lending, Budgets, Commercial Banking, Forecasting, Contract Negotiation, Portfolio Management, Mortgage Lending, Lines Of Credit, Investments, Finance, Credit Analysis
Education
Iona College
MBA
State University of New York at New Paltz
BS
JP Morgan Chase Bank, N.A. 1998 - Present
Skills
Financial Analysis, Banking, Commercial Lending, Treasury Management, Loans, Cash Management, Credit, Risk Management, Small Business Lending, Asset Based Lending, Budgets, Commercial Banking, Forecasting, Contract Negotiation, Portfolio Management, Mortgage Lending, Lines Of Credit, Investments, Finance, Credit Analysis
Education
Iona College
MBA
State University of New York at New Paltz
BS
Benjamin Labadie's JP Morgan Chase Bank, N.A. Experience June 2005 - Present
Job Private Client Advisor, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2005 - Present
Hantz Financial 2004 - 2005
Education
Albion College 2000 — 2004
Bachelor of Arts (B.A.), Economics and Management
JP Morgan Chase Bank, N.A. June 2005 - Present
Hantz Financial 2004 - 2005
Education
Albion College 2000 — 2004
Bachelor of Arts (B.A.), Economics and Management
Najib Husain's JP Morgan Chase Bank, N.A. Experience December 2011 - Present
Job Private Client Advisor for JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. December 2011 - Present
JPMorgan Chase Bank NA March 2004 - December 2011
CarMax May 2003 - March 2004
Circuit City May 1997 - May 2003
Education
DePaul University 2000 — 2002
Bachelor of Science, Computer Information Systems; Information Systems
University of Illinois at Chicago 1997 — 2000
Computer Science, Bachelor of Engineering
JP Morgan Chase Bank, N.A. December 2011 - Present
JPMorgan Chase Bank NA March 2004 - December 2011
CarMax May 2003 - March 2004
Circuit City May 1997 - May 2003
Education
DePaul University 2000 — 2002
Bachelor of Science, Computer Information Systems; Information Systems
University of Illinois at Chicago 1997 — 2000
Computer Science, Bachelor of Engineering
Gregory Mass's JP Morgan Chase Bank, N.A. Experience January 2008 - December 2014
Job Managing Director at Trade Room Capital Partners LLC
Industry Banking
Experience
TradeRoom Capital Partners LLC December 2014 - Present
JP Morgan Chase Bank, N.A. January 2008 - December 2014
ABN AMRO Mortgage Capital Markets Group June 2000 - December 2007
Mellon United National Bank January 1998 - June 2000
Mellon United National Bank January 1996 - January 1998
Intercontinetal Bank October 1993 - January 1996
Skills
Credit Analysis, Structured Finance, Capital Markets, Financial Institutions, Contract Negotiation, Secured Transactions, Agency MBS, Investment Banking, Loans, Credit, Loan Origination, Due Diligence, Banking, Commercial Lending, Commercial Banking, Risk Management, Finance, Financial Risk, Portfolio Management, Credit Risk, Financial Services, Mortgage Lending, Derivatives, AML, Asset Management, Equities
Education
Florida State University 1991 — 1993
MBA, Finance
University of Florida 1985 — 1990
B.A., Economics and International Relations
TradeRoom Capital Partners LLC December 2014 - Present
JP Morgan Chase Bank, N.A. January 2008 - December 2014
ABN AMRO Mortgage Capital Markets Group June 2000 - December 2007
Mellon United National Bank January 1998 - June 2000
Mellon United National Bank January 1996 - January 1998
Intercontinetal Bank October 1993 - January 1996
Skills
Credit Analysis, Structured Finance, Capital Markets, Financial Institutions, Contract Negotiation, Secured Transactions, Agency MBS, Investment Banking, Loans, Credit, Loan Origination, Due Diligence, Banking, Commercial Lending, Commercial Banking, Risk Management, Finance, Financial Risk, Portfolio Management, Credit Risk, Financial Services, Mortgage Lending, Derivatives, AML, Asset Management, Equities
Education
Florida State University 1991 — 1993
MBA, Finance
University of Florida 1985 — 1990
B.A., Economics and International Relations
Victor Wojtowicz's JP Morgan Chase Bank, N.A. Experience April 2001 - Present
Job Private Client Advisor, JP Morgan Chase Bank, N. A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2001 - Present
Morgan Stanley 1999 - 2001
Bank of America Futures 1998 - 1999
Carr Futures, Inc. 1997 - 1998
Garban Europe Ltd. 1996 - 1997
Boland's Wine Bar 1995 - 1996
Tradition Bond Brokers, Ltd. 1992 - 1995
Marcard, Stein & Company 1990 - 1992
Jefferies & Company 1987 - 1988
Cresvale International, Inc. 1985 - 1987
Education
Berliner Sprachen Institut 1989 — 1990
Diploma, German Language
DePauw University 1976 — 1981
B.A., History
JP Morgan Chase Bank, N.A. April 2001 - Present
Morgan Stanley 1999 - 2001
Bank of America Futures 1998 - 1999
Carr Futures, Inc. 1997 - 1998
Garban Europe Ltd. 1996 - 1997
Boland's Wine Bar 1995 - 1996
Tradition Bond Brokers, Ltd. 1992 - 1995
Marcard, Stein & Company 1990 - 1992
Jefferies & Company 1987 - 1988
Cresvale International, Inc. 1985 - 1987
Education
Berliner Sprachen Institut 1989 — 1990
Diploma, German Language
DePauw University 1976 — 1981
B.A., History
Ernie Fonseca's JP Morgan Chase Bank, N.A. Experience September 2013 - Present
Job Private Client Advisor at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2013 - Present
Edward Jones April 2009 - August 2013
BullDog Products November 2002 - March 2009
Education
California State University-Fullerton 2000 — 2002
Bachelor of Arts (BA), Business Administration
California State University-Fullerton - College of Business and Economics 2000 — 2002
BS, Business Administration
JP Morgan Chase Bank, N.A. September 2013 - Present
Edward Jones April 2009 - August 2013
BullDog Products November 2002 - March 2009
Education
California State University-Fullerton 2000 — 2002
Bachelor of Arts (BA), Business Administration
California State University-Fullerton - College of Business and Economics 2000 — 2002
BS, Business Administration
Walter B. Winship's JP Morgan Chase Bank, N.A. Experience June 2011 - June 2015
Job Realtor at Dwell Real Estate
Industry Real Estate
Experience
Dwell Real Estate June 2015 - Present
JP Morgan Chase Bank, N.A. June 2011 - June 2015
SunTrust Bank December 2008 - May 2011
Prudential Palms Realty January 2004 - January 2008
Cardinal Health 1994 - 2004
Skills
Investment Properties, REO, Loans, Portfolio Management, Small Business Lending, First Time Home Buyers, Sales, Single Family Homes, Condos, Finance, Credit, Management, Investments, Leadership, Mortgage Lending
Education
Isenberg School of Management, UMass Amherst 1971 — 1977
BS, Business, Economics
Dwell Real Estate June 2015 - Present
JP Morgan Chase Bank, N.A. June 2011 - June 2015
SunTrust Bank December 2008 - May 2011
Prudential Palms Realty January 2004 - January 2008
Cardinal Health 1994 - 2004
Skills
Investment Properties, REO, Loans, Portfolio Management, Small Business Lending, First Time Home Buyers, Sales, Single Family Homes, Condos, Finance, Credit, Management, Investments, Leadership, Mortgage Lending
Education
Isenberg School of Management, UMass Amherst 1971 — 1977
BS, Business, Economics
Jack von Maur's JP Morgan Chase Bank, N.A. Experience September 2011 - Present
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2011 - Present
Chase Investment Services Corp. January 2008 - September 2011
UBS Wealth Management 2000 - 2006
Prudential Securities 1990 - 1995
Education
Hampden-Sydney College 1985 — 1989
BA, Economics
JP Morgan Chase Bank, N.A. September 2011 - Present
Chase Investment Services Corp. January 2008 - September 2011
UBS Wealth Management 2000 - 2006
Prudential Securities 1990 - 1995
Education
Hampden-Sydney College 1985 — 1989
BA, Economics
Gimeno Simmonds's JP Morgan Chase Bank, N.A. Experience November 2009 - Present
Job
Industry Banking
Experience
JP Morgan Chase Bank, N.A. November 2009 - Present
MassMutual January 2009 - August 2009
Penn Mutual June 2008 - January 2009
Commerce Bank August 2007 - May 2008
Education
Pace University 2009 — 2009
Master's Certificate in Business Analysis, Business Analysis
City University of New York-Herbert H. Lehman College 2003 — 2008
BBA, Business Finance
JP Morgan Chase Bank, N.A. November 2009 - Present
MassMutual January 2009 - August 2009
Penn Mutual June 2008 - January 2009
Commerce Bank August 2007 - May 2008
Education
Pace University 2009 — 2009
Master's Certificate in Business Analysis, Business Analysis
City University of New York-Herbert H. Lehman College 2003 — 2008
BBA, Business Finance
Curt Lucas's JP Morgan Chase Bank, N.A. Experience February 2014 - Present
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. February 2014 - Present
JP Morgan Securities February 2010 - February 2014
Chase Bank 2009 - 2010
Chase Bank 2006 - 2009
Education
Calvin College 2000 — 2004
JP Morgan Chase Bank, N.A. February 2014 - Present
JP Morgan Securities February 2010 - February 2014
Chase Bank 2009 - 2010
Chase Bank 2006 - 2009
Education
Calvin College 2000 — 2004
Brendaliz Valenzuela's JP Morgan Chase Bank, N.A. Experience August 2015 - Present
Job VP, Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2015 - Present
JP Morgan Securities, LLC October 2014 - August 2015
JPMorgan Chase Bank, N.A. October 2011 - October 2014
JP Morgan Private Bank December 2010 - September 2011
JP Morgan January 2007 - December 2010
Bear Stearns 2007 - 2008
TD Bank (formerly Commerce Bank) March 2004 - November 2006
Sterling National Bank December 2001 - March 2004
Banco Popular North America June 1999 - July 2000
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Entrepreneurship
JP Morgan Chase Bank, N.A. August 2015 - Present
JP Morgan Securities, LLC October 2014 - August 2015
JPMorgan Chase Bank, N.A. October 2011 - October 2014
JP Morgan Private Bank December 2010 - September 2011
JP Morgan January 2007 - December 2010
Bear Stearns 2007 - 2008
TD Bank (formerly Commerce Bank) March 2004 - November 2006
Sterling National Bank December 2001 - March 2004
Banco Popular North America June 1999 - July 2000
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
BBA, Entrepreneurship
Elizabeth Gambino's JP Morgan Chase Bank, N.A. Experience October 2013 - January 2015
Job Client Service Associate at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2013 - January 2015
Chase April 2012 - October 2013
Chase August 2010 - April 2012
TransPerfect September 2008 - May 2009
Education
Indiana University Bloomington 2004 — 2010
Bachelor of Science (B.S.), Business
JP Morgan Chase Bank, N.A. October 2013 - January 2015
Chase April 2012 - October 2013
Chase August 2010 - April 2012
TransPerfect September 2008 - May 2009
Education
Indiana University Bloomington 2004 — 2010
Bachelor of Science (B.S.), Business
Joe Sarrantonio's JP Morgan Chase Bank, N.A. Experience December 2006 - Present
Job Private Client Investment Associate, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. December 2006 - Present
Alliance Bernstein March 1999 - March 2006
Education
Farmingdale State College 1974 — 1976
AAS, Heating and Air Conditioning
JP Morgan Chase Bank, N.A. December 2006 - Present
Alliance Bernstein March 1999 - March 2006
Education
Farmingdale State College 1974 — 1976
AAS, Heating and Air Conditioning
Drew Koeller's JP Morgan Chase Bank, N.A. Experience May 2015 - Present
Job Private Client Investment Associate JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. May 2015 - Present
JP Morgan Chase Bank, N.A. May 2013 - May 2015
Army National Guard March 2010 - March 2015
Wells Fargo April 2010 - January 2013
Education
Iowa State University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
JP Morgan Chase Bank, N.A. May 2015 - Present
JP Morgan Chase Bank, N.A. May 2013 - May 2015
Army National Guard March 2010 - March 2015
Wells Fargo April 2010 - January 2013
Education
Iowa State University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government
Moira Moriarty's JP Morgan Chase Bank, N.A. Experience September 2003 - Present
Job Assistant Vice President at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. September 2003 - Present
Education
DePaul University
Bachelor's degree, Business Administration and Management, General
JP Morgan Chase Bank, N.A. September 2003 - Present
Education
DePaul University
Bachelor's degree, Business Administration and Management, General
Anna Farzam's JP Morgan Chase Bank, N.A. Experience November 2011 - December 2013
Job Client Associate at JP Morgan securities
Industry Investment Banking
Experience
JP Morgan Securities January 2015 - Present
JP Morgan Chase Bank, N.A. November 2011 - December 2013
Chase Investment Services Corp. June 2011 - October 2011
JPMorgan Chase March 2010 - May 2011
Wells Fargo Bank April 2007 - September 2009
Bank of America May 2005 - April 2007
Education
California State University-Northridge 2007 — 2009
BS, Business Finance and Real Estate
JP Morgan Securities January 2015 - Present
JP Morgan Chase Bank, N.A. November 2011 - December 2013
Chase Investment Services Corp. June 2011 - October 2011
JPMorgan Chase March 2010 - May 2011
Wells Fargo Bank April 2007 - September 2009
Bank of America May 2005 - April 2007
Education
California State University-Northridge 2007 — 2009
BS, Business Finance and Real Estate
Joseph Harte's JP Morgan Chase Bank, N.A. Experience May 2010 - September 2015
Job Ascension Health
Industry Hospital & Health Care
Experience
Ascension health September 2015 - Present
JP Morgan Chase Bank, N.A. May 2010 - September 2015
Northwestern Mutual June 2009 - May 2010
Pheasant Run Resort & Spa June 2002 - May 2010
Education
Northern Illinois University 2008 — 2010
B.S, Economics
College of DuPage 2005 — 2008
General
Ascension health September 2015 - Present
JP Morgan Chase Bank, N.A. May 2010 - September 2015
Northwestern Mutual June 2009 - May 2010
Pheasant Run Resort & Spa June 2002 - May 2010
Education
Northern Illinois University 2008 — 2010
B.S, Economics
College of DuPage 2005 — 2008
General
Trevor Hilz's JP Morgan Chase Bank, N.A. Experience March 2015 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Investment Banking
Experience
JP Morgan Chase Bank, N.A. March 2015 - Present
Fidelity Investments March 2014 - March 2015
Blizzard Entertainment May 2013 - August 2013
Driving School of North Texas April 2005 - August 2011
Education
The Guildhall at SMU 2012 — 2013
Master of Interactive Technology, Production Management, Graduate
Sam Houston State University 2008 — 2011
International Business & Economics, Business Administration, 3.42
Universitat Autònoma de Barcelona 2010 — 2010
Bachelor of Business Administration (BBA), International Business
Collin County Community College 2007 — 2008
Business, International Business and Economics
JP Morgan Chase Bank, N.A. March 2015 - Present
Fidelity Investments March 2014 - March 2015
Blizzard Entertainment May 2013 - August 2013
Driving School of North Texas April 2005 - August 2011
Education
The Guildhall at SMU 2012 — 2013
Master of Interactive Technology, Production Management, Graduate
Sam Houston State University 2008 — 2011
International Business & Economics, Business Administration, 3.42
Universitat Autònoma de Barcelona 2010 — 2010
Bachelor of Business Administration (BBA), International Business
Collin County Community College 2007 — 2008
Business, International Business and Economics
Shannon Jump's JP Morgan Chase Bank, N.A. Experience February 1997 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. February 1997 - Present
Skills
Accounting, Analysis, Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Customer Service, Estate Planning, Financial Analysis, Financial Reporting, Insurance, Investments, Loan Origination, Loans, Mortgage Lending, Networking, Retail Banking, Risk Management, Sales, Small Business Lending, Strategy, Underwriting
Education
Indiana Institute of Technology 2002 — 2004
Bachelor's, Business Administration
JP Morgan Chase Bank, N.A. February 1997 - Present
Skills
Accounting, Analysis, Banking, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Customer Service, Estate Planning, Financial Analysis, Financial Reporting, Insurance, Investments, Loan Origination, Loans, Mortgage Lending, Networking, Retail Banking, Risk Management, Sales, Small Business Lending, Strategy, Underwriting
Education
Indiana Institute of Technology 2002 — 2004
Bachelor's, Business Administration
Diana Hilbig's JP Morgan Chase Bank, N.A. Experience April 2015 - Present
Job MOD Manager on Duty at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. April 2015 - Present
JP Morgan Chase Bank, N.A. November 2014 - Present
JP Morgan Chase Bank, N.A. July 2014 - October 2014
JP Morgan Chase Bank, N.A. August 2013 - July 2014
JP Morgan Chase Bank, N.A. January 2013 - July 2013
JP Morgan Chase Bank, N.A. September 2006 - December 2012
Berlitz International September 2006 - September 2009
JP Morgan Chase August 2007 - August 2009
JPMorgan Chase September 2006 - July 2007
Skills
Customer Service, Credit, Training, Leadership, Microsoft Office, Financial Analysis, Coaching, Strategic Planning, Microsoft Excel, Outlook, Finance, Team Leadership, Social Networking, Public Speaking, Loans, Public Relations, Sales
Education
Western Governors University 2013 — 2015
Master of Business Administration (MBA), Management and Strategy
William Paterson University of New Jersey 2004 — 2006
B.A., Communication
Bergen Community College 2002 — 2004
A.A., Acting
JP Morgan Chase Bank, N.A. April 2015 - Present
JP Morgan Chase Bank, N.A. November 2014 - Present
JP Morgan Chase Bank, N.A. July 2014 - October 2014
JP Morgan Chase Bank, N.A. August 2013 - July 2014
JP Morgan Chase Bank, N.A. January 2013 - July 2013
JP Morgan Chase Bank, N.A. September 2006 - December 2012
Berlitz International September 2006 - September 2009
JP Morgan Chase August 2007 - August 2009
JPMorgan Chase September 2006 - July 2007
Skills
Customer Service, Credit, Training, Leadership, Microsoft Office, Financial Analysis, Coaching, Strategic Planning, Microsoft Excel, Outlook, Finance, Team Leadership, Social Networking, Public Speaking, Loans, Public Relations, Sales
Education
Western Governors University 2013 — 2015
Master of Business Administration (MBA), Management and Strategy
William Paterson University of New Jersey 2004 — 2006
B.A., Communication
Bergen Community College 2002 — 2004
A.A., Acting
Stephen Magana's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job Private Client Advisor JP Morgan Chase Bank, N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank, N.A. June 2012 - Present
Chase Investment Services Corp January 2010 - June 2012
JP Morgan Chase Bank, N.A. August 2008 - December 2009
Allstate May 2006 - August 2008
Woodfield Nissan August 2005 - August 2007
Gateway Chevrolet/Kia October 2001 - February 2004
Education
Illinois Wesleyan University 1997 — 2001
History, Secondary Education
JP Morgan Chase Bank, N.A. June 2012 - Present
Chase Investment Services Corp January 2010 - June 2012
JP Morgan Chase Bank, N.A. August 2008 - December 2009
Allstate May 2006 - August 2008
Woodfield Nissan August 2005 - August 2007
Gateway Chevrolet/Kia October 2001 - February 2004
Education
Illinois Wesleyan University 1997 — 2001
History, Secondary Education
Evan Steinlauf's JP Morgan Chase Bank, N.A. Experience January 2004 - Present
Job Private Client Banker
Industry Banking
Experience
JP Morgan Chase Bank, N.A. January 2004 - Present
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Finance
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Finance
JP Morgan Chase Bank, N.A. January 2004 - Present
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
MBA, Finance
Baruch College, City University of New York (CUNY) 1993 — 1997
BBA, Finance
Walid El-Halabi's JP Morgan Chase Bank, N.A. Experience October 2000 - Present
Job Vice President at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. October 2000 - Present
Education
Boston University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Boston University
Master's degree, Business Administration and Management, General
JP Morgan Chase Bank, N.A. October 2000 - Present
Education
Boston University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Boston University
Master's degree, Business Administration and Management, General
Michael Camarco IV's JP Morgan Chase Bank, N.A. Experience April 2011 - Present
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. April 2011 - Present
Entrepreneurship Club at CCSU September 2009 - March 2011
Education
Central Connecticut State University 2006 — 2010
Management BS, Entrepreneurship/Entrepreneurial Studies
JP Morgan Chase Bank, N.A. April 2011 - Present
Entrepreneurship Club at CCSU September 2009 - March 2011
Education
Central Connecticut State University 2006 — 2010
Management BS, Entrepreneurship/Entrepreneurial Studies
David Lowden's JP Morgan Chase Bank, N.A. Experience February 2015 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. February 2015 - Present
Advanta IRA Services April 2014 - January 2015
LivingVentures, Inc. November 2012 - April 2014
Bank of America - Banc of America Investments, Inc. September 1996 - November 2012
Sanibel-Captiva Conservation Foundation (SCCF) January 2007 - December 2010
Skills
Financial Analysis, Commercial Banking, Sales Management, Portfolio Management, Small Business Lending, Risk Management, Consumer Lending, Commercial Lending, Small Business, Mergers & Acquisitions, Strategic Planning, Program Management, Project Management, Investments, Customer Service, Investment Properties, New Business Development, Real Estate, Business Development, Private Equity, Wealth Management, Due Diligence, Financial Modeling, Executive Management, Asset Management, Management, Strategy
Education
University of Colorado at Boulder 1982 — 1985
Bachelor's degree, History, Economics
Colorado College
University School
JP Morgan Chase Bank, N.A. February 2015 - Present
Advanta IRA Services April 2014 - January 2015
LivingVentures, Inc. November 2012 - April 2014
Bank of America - Banc of America Investments, Inc. September 1996 - November 2012
Sanibel-Captiva Conservation Foundation (SCCF) January 2007 - December 2010
Skills
Financial Analysis, Commercial Banking, Sales Management, Portfolio Management, Small Business Lending, Risk Management, Consumer Lending, Commercial Lending, Small Business, Mergers & Acquisitions, Strategic Planning, Program Management, Project Management, Investments, Customer Service, Investment Properties, New Business Development, Real Estate, Business Development, Private Equity, Wealth Management, Due Diligence, Financial Modeling, Executive Management, Asset Management, Management, Strategy
Education
University of Colorado at Boulder 1982 — 1985
Bachelor's degree, History, Economics
Colorado College
University School
Ryan Leischner's JP Morgan Chase Bank, N.A. Experience August 2003 - Present
Job Private Client Banker, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. August 2003 - Present
Education
Illinois State University 1996 — 2000
JP Morgan Chase Bank, N.A. August 2003 - Present
Education
Illinois State University 1996 — 2000
Terri Holland's JP Morgan Chase Bank, N.A. Experience August 2004 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank, N.A. August 2004 - Present
Linens N Things August 2003 - August 2004
Education
Chattahoochee Technical College 2004 — 2006
Business, Management, Marketing, and Related Support Services
Lassiter High School 2000 — 2003
High School diploma, High School diploma
JP Morgan Chase Bank, N.A. August 2004 - Present
Linens N Things August 2003 - August 2004
Education
Chattahoochee Technical College 2004 — 2006
Business, Management, Marketing, and Related Support Services
Lassiter High School 2000 — 2003
High School diploma, High School diploma
Gabriel Godoy's JP Morgan Chase Bank, N.A. Experience April 2015 - Present
Job Executive Director
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2015 - Present
JP Morgan Securities LLC October 2012 - Present
JPMorgan Chase March 2010 - October 2012
JPMorgan Chase March 2006 - March 2010
GEICO August 1996 - March 2006
United States Marine Corps October 1995 - October 2001
Education
Baruch College 2000 — 2005
B.B.A.- Bachelor of Business Administration, Finance and Investments
Commack High Shool
JP Morgan Chase Bank, N.A. April 2015 - Present
JP Morgan Securities LLC October 2012 - Present
JPMorgan Chase March 2010 - October 2012
JPMorgan Chase March 2006 - March 2010
GEICO August 1996 - March 2006
United States Marine Corps October 1995 - October 2001
Education
Baruch College 2000 — 2005
B.B.A.- Bachelor of Business Administration, Finance and Investments
Commack High Shool
Johann Lema's JP Morgan Chase Bank, N.A. Experience July 2007 - Present
Job Personal Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2007 - Present
Healthfirst October 2006 - October 2007
Education
College of Mount Saint Vincent 2002 — 2006
Psychology, Child Development
JP Morgan Chase Bank, N.A. July 2007 - Present
Healthfirst October 2006 - October 2007
Education
College of Mount Saint Vincent 2002 — 2006
Psychology, Child Development
Chris Lovero's JP Morgan Chase Bank, N.A. Experience 2011 - March 2015
Job Internal Client Advisor at J.P. Morgan Asset Management
Industry Investment Management
Experience
J.P. Morgan Asset Management March 2015 - Present
JP Morgan Chase Bank, N.A. 2011 - March 2015
Northern Trust 2010 - 2011
JP Morgan Chase Bank, N.A. 2009 - 2010
JP Morgan Chase Bank, N.A. 2007 - 2009
MassMutual Financial Group 2006 - 2007
Education
Lewis University 2005 — 2007
Master of Business Administration, Finance
Notre Dame de Namur University 2001 — 2005
B.S., International Business
Maine South
J.P. Morgan Asset Management March 2015 - Present
JP Morgan Chase Bank, N.A. 2011 - March 2015
Northern Trust 2010 - 2011
JP Morgan Chase Bank, N.A. 2009 - 2010
JP Morgan Chase Bank, N.A. 2007 - 2009
MassMutual Financial Group 2006 - 2007
Education
Lewis University 2005 — 2007
Master of Business Administration, Finance
Notre Dame de Namur University 2001 — 2005
B.S., International Business
Maine South
Lynette Collins's JP Morgan Chase Bank, N.A. Experience July 2011 - Present
Job Private Client Banker
Industry Banking
Experience
JP Morgan Chase Bank, N.A. July 2011 - Present
Consolidated Smart Systems 2007 - June 2011
U.S. Army Reserves May 1999 - November 2007
Mesa Public Schools September 2006 - August 2007
Education
Fort Hays State University
Masters
Kansas State University
Bachelors of Arts
JP Morgan Chase Bank, N.A. July 2011 - Present
Consolidated Smart Systems 2007 - June 2011
U.S. Army Reserves May 1999 - November 2007
Mesa Public Schools September 2006 - August 2007
Education
Fort Hays State University
Masters
Kansas State University
Bachelors of Arts
Janet Bina's JP Morgan Chase Bank, N.A. Experience September 2013 - Present
Job Relationship Banker
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2013 - Present
Education
CSUN 1991 — 1995
BA, Marketing & Business Administration
JP Morgan Chase Bank, N.A. September 2013 - Present
Education
CSUN 1991 — 1995
BA, Marketing & Business Administration
Armand Amritt's JP Morgan Chase Bank, N.A. Experience November 2011 - November 2014
Job AllianceBernstein Regional Consultant
Industry Financial Services
Experience
AllianceBernstein November 2014 - Present
JP Morgan Chase Bank, N.A. November 2011 - November 2014
First Midwest Securities, Inc January 2010 - October 2011
Skills
Accounting, Investment Strategies, Microsoft Excel, Sales, Mutual Funds, Fixed Income, Equities, Territory Growth, Growth Strategies, Financial Analysis, Asset Management
Education
Long Island University, C.W. Post Campus 2006 — 2011
Bachelor's degree, International Business
AllianceBernstein November 2014 - Present
JP Morgan Chase Bank, N.A. November 2011 - November 2014
First Midwest Securities, Inc January 2010 - October 2011
Skills
Accounting, Investment Strategies, Microsoft Excel, Sales, Mutual Funds, Fixed Income, Equities, Territory Growth, Growth Strategies, Financial Analysis, Asset Management
Education
Long Island University, C.W. Post Campus 2006 — 2011
Bachelor's degree, International Business
Tokunbo Olisemeka's JP Morgan Chase Bank, N.A. Experience December 2013 - Present
Job Manager on Duty/ Sr. Relationship Banker/ Small Business Specialist at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. December 2013 - Present
JPMorgan Chase Bank, N.A. September 2012 - December 2013
JPMorgan Chase Bank, N.A. November 2008 - August 2012
Education
Long Island University, Brooklyn Campus 1997 — 2004
Bachelor's degree, Accounting
JP Morgan Chase Bank, N.A. December 2013 - Present
JPMorgan Chase Bank, N.A. September 2012 - December 2013
JPMorgan Chase Bank, N.A. November 2008 - August 2012
Education
Long Island University, Brooklyn Campus 1997 — 2004
Bachelor's degree, Accounting
Lama Elsabeh's JP Morgan Chase Bank, N.A. Experience September 2014 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank, N.A. September 2014 - Present
Citibank N.A. October 2011 - September 2014
HSBC Bank USA June 1992 - May 2000
Education
American University of Beirut
MBA, Business Administration
International School of Choueifat
High School Diploma
JP Morgan Chase Bank, N.A. September 2014 - Present
Citibank N.A. October 2011 - September 2014
HSBC Bank USA June 1992 - May 2000
Education
American University of Beirut
MBA, Business Administration
International School of Choueifat
High School Diploma
LUBA DULMAN's JP Morgan Chase Bank, N.A. Experience August 2009 - June 2015
Job Private Client Banker
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2009 - June 2015
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
JP Morgan Chase Bank, N.A. August 2009 - June 2015
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Shelley Borm's JP Morgan Chase Bank, N.A. Experience 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. 2009 - Present
Hyatt Vacation Ownership, Inc February 2008 - May 2009
Express Real Estate Appraisal Services, Inc January 2001 - January 2008
Education
DeVry University-Ohio 2009 — 2012
Bachelor Technical Mgmt, Accounting
The Ohio State University - The Max M. Fisher College of Business 1995 — 1997
JP Morgan Chase Bank, N.A. 2009 - Present
Hyatt Vacation Ownership, Inc February 2008 - May 2009
Express Real Estate Appraisal Services, Inc January 2001 - January 2008
Education
DeVry University-Ohio 2009 — 2012
Bachelor Technical Mgmt, Accounting
The Ohio State University - The Max M. Fisher College of Business 1995 — 1997
Jillian Ulrich's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Retail
Experience
JP Morgan Chase Bank, N.A. June 2012 - Present
Williams-Sonoma, Inc. November 2008 - June 2012
Lou Malnati's November 1998 - June 2012
Pottery Barn October 2006 - November 2008
White House Black Market August 2005 - October 2006
Education
Elmhurst College 1999 — 2003
Bachelor of Arts (B.A.)
Wheaton St. Francis High School 1995 — 1999
JP Morgan Chase Bank, N.A. June 2012 - Present
Williams-Sonoma, Inc. November 2008 - June 2012
Lou Malnati's November 1998 - June 2012
Pottery Barn October 2006 - November 2008
White House Black Market August 2005 - October 2006
Education
Elmhurst College 1999 — 2003
Bachelor of Arts (B.A.)
Wheaton St. Francis High School 1995 — 1999
Scott Adamovich's JP Morgan Chase Bank, N.A. Experience October 2012 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank, N.A. October 2012 - Present
Capture the Moment Photography June 2011 - October 2012
CitiFinancial March 2005 - January 2011
CitiFinancial October 2004 - March 2005
CitiFinancial July 2002 - October 2004
Education
DePaul University 1996 — 2000
Finance, General
JP Morgan Chase Bank, N.A. October 2012 - Present
Capture the Moment Photography June 2011 - October 2012
CitiFinancial March 2005 - January 2011
CitiFinancial October 2004 - March 2005
CitiFinancial July 2002 - October 2004
Education
DePaul University 1996 — 2000
Finance, General
Adrienne Rouan's JP Morgan Chase Bank, N.A. Experience February 2014 - June 2015
Job Private Client Banker, Officer, JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. February 2014 - June 2015
Charter One Bank April 2011 - February 2014
National City/PNC Bank April 2005 - April 2011
Education
Ashford University, Forbes School of Business 2014 — 2018
Consumer and Family Finance
The University of Akron 2012 — 2014
JP Morgan Chase Bank, N.A. February 2014 - June 2015
Charter One Bank April 2011 - February 2014
National City/PNC Bank April 2005 - April 2011
Education
Ashford University, Forbes School of Business 2014 — 2018
Consumer and Family Finance
The University of Akron 2012 — 2014
Malgorzata Bujdasz's JP Morgan Chase Bank, N.A. Experience January 2014 - Present
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A January 2014 - Present
JP Morgan Chase Bank, N.A. March 2013 - Present
JP Morgan Chase Bank, N.A. April 2012 - March 2013
polish and slavic federal credit union November 2009 - April 2012
Education
City Colleges of Chicago-Wilbur Wright College 2009 — 2012
Associate in Business Administration
JP Morgan Chase Bank, N.A January 2014 - Present
JP Morgan Chase Bank, N.A. March 2013 - Present
JP Morgan Chase Bank, N.A. April 2012 - March 2013
polish and slavic federal credit union November 2009 - April 2012
Education
City Colleges of Chicago-Wilbur Wright College 2009 — 2012
Associate in Business Administration
Keith Fiala's JP Morgan Chase Bank, N.A. Experience June 2015 - Present
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2015 - Present
Wells Fargo June 2013 - June 2015
Education
Hartwick College 1996 — 1999
Hartwick College 1996 — 1999
Bachelor of Arts (B.A.), Business/Managerial Economics
JP Morgan Chase Bank, N.A. June 2015 - Present
Wells Fargo June 2013 - June 2015
Education
Hartwick College 1996 — 1999
Hartwick College 1996 — 1999
Bachelor of Arts (B.A.), Business/Managerial Economics
Lawrence Fairall's JP Morgan Chase Bank, N.A. Experience June 2011 - Present
Job Private Client Advisor at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2011 - Present
JP Morgan Chase Bank N.A. September 2008 - June 2011
United States Marine Corps January 2002 - July 2010
Education
Tiffin University 2005 — 2007
Bachelor's degree, Criminal Justice
Columbus State 2003 — 2005
N/A, General Studies
JP Morgan Chase Bank, N.A. June 2011 - Present
JP Morgan Chase Bank N.A. September 2008 - June 2011
United States Marine Corps January 2002 - July 2010
Education
Tiffin University 2005 — 2007
Bachelor's degree, Criminal Justice
Columbus State 2003 — 2005
N/A, General Studies
Jonathan Arroyo's JP Morgan Chase Bank, N.A. Experience October 2012 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2012 - Present
Education
Florida International University
Bachelor's Degree, Major: Liberal Studies, Minor: Business Adminstration
Florida International University
JP Morgan Chase Bank, N.A. October 2012 - Present
Education
Florida International University
Bachelor's Degree, Major: Liberal Studies, Minor: Business Adminstration
Florida International University
Douglas Barrera Ventura's JP Morgan Chase Bank, N.A. Experience March 2013 - Present
Job Private Client Banker, Small Business Specialist, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. March 2013 - Present
Citibank August 2006 - February 2013
Education
California State University-Los Angeles 2002 — 2006
Bachelor's Degree, Finance
JP Morgan Chase Bank, N.A. March 2013 - Present
Citibank August 2006 - February 2013
Education
California State University-Los Angeles 2002 — 2006
Bachelor's Degree, Finance
Sean Keel's JP Morgan Chase Bank, N.A. Experience 2011 - Present
Job Personal Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. 2011 - Present
Bank of America May 2006 - 2011
Education
Florida Agricultural and Mechanical University
Bachelor's degree, Business with concentration in Finance and Economics
JP Morgan Chase Bank, N.A. 2011 - Present
Bank of America May 2006 - 2011
Education
Florida Agricultural and Mechanical University
Bachelor's degree, Business with concentration in Finance and Economics
Chase
Sallie Mae
Chase Bank
JPMorgan Chase Bank, N.A.
Chase Manhattan Bank
The Chase Manhattan Bank
BankAtlantic
Encore Capital Group