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)
JP Morgan Chase Bank, N.A. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JP Morgan Chase Bank, N.A.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JP Morgan Chase Bank, N.A. Employees
Employee
Years
Job
Industry
Nancy Frederick Nancy Frederick's JP Morgan Chase Bank, N.A. Experience September 2011 - Present
Job Banking
Industry Banking
Experience
JP Morgan Chase Bank, N.A. September 2011 - Present
Education
Ohio Dominican University
JP Morgan Chase Bank, N.A. September 2011 - Present
Education
Ohio Dominican University
MARTHA DYCHES MARTHA DYCHES's JP Morgan Chase Bank, N.A. Experience August 2011 - Present
Job Relationship Banker at JPMorgan Chase Bank, N.A
Industry Banking
Experience
JP Morgan Chase Bank, N.A. August 2011 - Present
BANCO COMERCIAL AV VILLAS 2005 - 2007
BANCO BANCAFÉ 2003 - 2004
BANCO DE BOGOTA 2000 - 2003
Education
POLITECNICO GRANCOLOMBIANO NACIONAL (BOGOTA - COLOMBIA) 2000 — 2001
DIPLOMADO, ADMINISTRACION BANCARIA (BANKING MANAGEMENT)
UNIVERSIDAD ICESI (CALI - COLOMBIA) 1994 — 1999
Administración de Empresas (Business Management), Ciencias de la Administración
COLEGIO JAVERIANO (COLOMBIA) 1989 — 1994
High School Diploma
JP Morgan Chase Bank, N.A. August 2011 - Present
BANCO COMERCIAL AV VILLAS 2005 - 2007
BANCO BANCAFÉ 2003 - 2004
BANCO DE BOGOTA 2000 - 2003
Education
POLITECNICO GRANCOLOMBIANO NACIONAL (BOGOTA - COLOMBIA) 2000 — 2001
DIPLOMADO, ADMINISTRACION BANCARIA (BANKING MANAGEMENT)
UNIVERSIDAD ICESI (CALI - COLOMBIA) 1994 — 1999
Administración de Empresas (Business Management), Ciencias de la Administración
COLEGIO JAVERIANO (COLOMBIA) 1989 — 1994
High School Diploma
NATHAN BAKER NATHAN BAKER's JP Morgan Chase Bank, N.A. Experience February 2010 - March 2013
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2013 - Present
JP Morgan Chase Bank, N.A. February 2010 - March 2013
East Bank Club 1999 - 2005
Education
University of Illinois at Chicago
BACHELOR OF SCIENCE
JPMorgan Chase Bank, N.A. March 2013 - Present
JP Morgan Chase Bank, N.A. February 2010 - March 2013
East Bank Club 1999 - 2005
Education
University of Illinois at Chicago
BACHELOR OF SCIENCE
April Yao LaPlante's JP Morgan Chase Bank, N.A. Experience September 2012 - Present
Job JP Morgan Chase Bank N.A
Industry Financial Services
Experience
JP Morgan Chase Bank N.A September 2012 - Present
the United Nations-OHRLLS September 2009 - March 2010
China Construction Bank February 2008 - July 2008
Education
New York University 2008 — 2010
MBA, Technology Management and Innovation
Nanjing University of Finance and Economics 2004 — 2008
Bachelor, Finance
JP Morgan Chase Bank N.A September 2012 - Present
the United Nations-OHRLLS September 2009 - March 2010
China Construction Bank February 2008 - July 2008
Education
New York University 2008 — 2010
MBA, Technology Management and Innovation
Nanjing University of Finance and Economics 2004 — 2008
Bachelor, Finance
Erick Brown's JP Morgan Chase Bank, N.A. Experience July 2014 - February 2015
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
JP Morgan Chase Bank, N.A. July 2014 - February 2015
JP Morgan Chase Bank, N.A. June 2013 - May 2014
Wells Fargo Bank December 2011 - June 2013
Mayacama Golf Club April 2005 - October 2012
Education
San Francisco State University 2006 — 2008
Bachelor of Arts, Economics
Santa Rosa Junior College 2005 — 2006
Associates Degree (AA), Accounting and Finance
Rancho Cotate High School
High School Diploma
Fidelity Investments March 2015 - Present
JP Morgan Chase Bank, N.A. July 2014 - February 2015
JP Morgan Chase Bank, N.A. June 2013 - May 2014
Wells Fargo Bank December 2011 - June 2013
Mayacama Golf Club April 2005 - October 2012
Education
San Francisco State University 2006 — 2008
Bachelor of Arts, Economics
Santa Rosa Junior College 2005 — 2006
Associates Degree (AA), Accounting and Finance
Rancho Cotate High School
High School Diploma
Kwadwo Adutwum, CFP®'s JP Morgan Chase Bank, N.A. Experience April 2013 - Present
Job VP Private Client Advisor, JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2013 - Present
MetLife February 2008 - February 2013
Education
University of Phoenix 1998 — 2000
Master of Business Administration (M.B.A.), Technology Management
University of Nevada-Reno 1994 — 1995
Master's degree, Metallurgical Engineering
Donetsk National Technical University 1987 — 1992
Master's degree, Engineering
JP Morgan Chase Bank, N.A. April 2013 - Present
MetLife February 2008 - February 2013
Education
University of Phoenix 1998 — 2000
Master of Business Administration (M.B.A.), Technology Management
University of Nevada-Reno 1994 — 1995
Master's degree, Metallurgical Engineering
Donetsk National Technical University 1987 — 1992
Master's degree, Engineering
Scott Ford Scott Ford's JP Morgan Chase Bank, N.A. Experience September 2012 - Present
Job Executive Director Market Director J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2012 - Present
Citi Personal Wealth Management April 2006 - March 2012
Citibank February 2002 - April 2006
Citibank September 1999 - January 2002
Education
Temple University - Fox School of Business and Management 2011 — 2012
Executive MBA, Business Administration and Management, General
New York University
B.A., Economics
JP Morgan Chase Bank, N.A. September 2012 - Present
Citi Personal Wealth Management April 2006 - March 2012
Citibank February 2002 - April 2006
Citibank September 1999 - January 2002
Education
Temple University - Fox School of Business and Management 2011 — 2012
Executive MBA, Business Administration and Management, General
New York University
B.A., Economics
Marc A. Weintraub Marc A. Weintraub's JP Morgan Chase Bank, N.A. Experience November 2009 - Present
Job Assistant Vice President, Private Client Banker JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2009 - Present
Elite Interactive May 1997 - July 2009
Education
State University of New York College at Oneonta
Bachelor of Science (BS), Business/Managerial Economics
JP Morgan Chase Bank, N.A. November 2009 - Present
Elite Interactive May 1997 - July 2009
Education
State University of New York College at Oneonta
Bachelor of Science (BS), Business/Managerial Economics
Jonathan Willner's JP Morgan Chase Bank, N.A. Experience April 2010 - Present
Job Research Analyst at Financial Oasis
Industry Financial Services
Experience
Financial Oasis February 2015 - Present
JP Morgan Chase Bank, N.A. April 2010 - Present
Skills
Personal Finance, Relationship Management, Mutual Funds, Spanish-speaking, Small Business, FINRA, Series 63, Series 6, Finance, Loans, Wealth Management, Small Business Lending, Licensed Life Insurance..., Life, Investment Banking, Mortgage Lending, Investments, Wealth Management..., Investment Strategies, Private Banking, HTML, UML, Visio, Oracle SQL Developer, MySQL, Agile Methodologies, Agile & Waterfall..., Project Management, Business Analytics, Scrum, Gap Analysis, Use Case Analysis, Use Case Diagrams, Project Scope...
Education
Investment banking institute 2015 — 2015
investment banking
University of California, Santa Barbara 2008 — 2010
Bachelor's degree, Political Science and Government
capistrano valley high school
tesoro
Financial Oasis February 2015 - Present
JP Morgan Chase Bank, N.A. April 2010 - Present
Skills
Personal Finance, Relationship Management, Mutual Funds, Spanish-speaking, Small Business, FINRA, Series 63, Series 6, Finance, Loans, Wealth Management, Small Business Lending, Licensed Life Insurance..., Life, Investment Banking, Mortgage Lending, Investments, Wealth Management..., Investment Strategies, Private Banking, HTML, UML, Visio, Oracle SQL Developer, MySQL, Agile Methodologies, Agile & Waterfall..., Project Management, Business Analytics, Scrum, Gap Analysis, Use Case Analysis, Use Case Diagrams, Project Scope...
Education
Investment banking institute 2015 — 2015
investment banking
University of California, Santa Barbara 2008 — 2010
Bachelor's degree, Political Science and Government
capistrano valley high school
tesoro
Jessy Dominique-Clark's JP Morgan Chase Bank, N.A. Experience October 2007 - March 2010
Job Litigation Legal Assistant at Marshall Dennehey Warner Coleman & Goggin, P.C.
Industry Law Practice
Experience
Marshall Dennehey Warner Coleman & Goggin, P.C. May 2014 - Present
Krystal Real Estate Services May 2013 - May 2014
Tripp Scott, P.A. March 2011 - January 2013
Law Office of Ben Ezra & Katz P.A April 2010 - February 2011
JP Morgan Chase Bank, N.A. October 2007 - March 2010
Mortgage IT, Inc A Subsidiary of Deutsche Bank/Corresponding Lending Division May 2005 - September 2007
Lydian Data Services June 2004 - May 2005
Skills
Legal Research, Litigation, Legal Writing, Bankruptcy, Westlaw, Courts, Legal Assistance, Mediation, Personal Injury, Trials
Education
University of Phoenix 2015 — 2016
Master's degree, Psychology
University of Phoenix 2009 — 2014
Bachelor of Science (BS), Healthcare Administration-Concentration Information Technology
Marshall Dennehey Warner Coleman & Goggin, P.C. May 2014 - Present
Krystal Real Estate Services May 2013 - May 2014
Tripp Scott, P.A. March 2011 - January 2013
Law Office of Ben Ezra & Katz P.A April 2010 - February 2011
JP Morgan Chase Bank, N.A. October 2007 - March 2010
Mortgage IT, Inc A Subsidiary of Deutsche Bank/Corresponding Lending Division May 2005 - September 2007
Lydian Data Services June 2004 - May 2005
Skills
Legal Research, Litigation, Legal Writing, Bankruptcy, Westlaw, Courts, Legal Assistance, Mediation, Personal Injury, Trials
Education
University of Phoenix 2015 — 2016
Master's degree, Psychology
University of Phoenix 2009 — 2014
Bachelor of Science (BS), Healthcare Administration-Concentration Information Technology
Vladimir Netchiporuk's JP Morgan Chase Bank, N.A. Experience July 2014 - September 2015
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2014 - September 2015
Merrill Edge April 2013 - July 2013
Charles Schwab April 2011 - March 2013
Vanguard November 2010 - April 2011
Merrill Lynch June 2010 - August 2010
Chase October 2004 - August 2008
Skills
Investments, Management, Mutual Funds, Securities, Financial Services, Asset Allocation, Sales, Trading, Retirement, Time Management, Microsoft Excel, Financial Advisory, Training, Investment Strategies
Education
San Diego State University-California State University 2013 — 2014
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Moorpark College 2006 — 2008
JP Morgan Chase Bank, N.A. July 2014 - September 2015
Merrill Edge April 2013 - July 2013
Charles Schwab April 2011 - March 2013
Vanguard November 2010 - April 2011
Merrill Lynch June 2010 - August 2010
Chase October 2004 - August 2008
Skills
Investments, Management, Mutual Funds, Securities, Financial Services, Asset Allocation, Sales, Trading, Retirement, Time Management, Microsoft Excel, Financial Advisory, Training, Investment Strategies
Education
San Diego State University-California State University 2013 — 2014
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Moorpark College 2006 — 2008
John H. McNeal John H. McNeal's JP Morgan Chase Bank, N.A. Experience April 2008 - Present
Job Relationship Banker & Small Business Specialist, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. April 2008 - Present
Education
Temple University 2002 — 2006
BBA, Marketing
JP Morgan Chase Bank, N.A. April 2008 - Present
Education
Temple University 2002 — 2006
BBA, Marketing
Leslie Ransome's JP Morgan Chase Bank, N.A. Experience July 2011 - Present
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2011 - Present
The Yankee Candle Company, Inc. October 2008 - July 2011
Southern New Hampshire University September 2006 - December 2007
Education
Southern New Hampshire University 2002 — 2010
Master's degree, Accounting
JP Morgan Chase Bank, N.A. July 2011 - Present
The Yankee Candle Company, Inc. October 2008 - July 2011
Southern New Hampshire University September 2006 - December 2007
Education
Southern New Hampshire University 2002 — 2010
Master's degree, Accounting
Jordan Gentry Jordan Gentry's JP Morgan Chase Bank, N.A. Experience January 2014 - Present
Job JPMorgan Private Bank
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. January 2014 - Present
JPMorgan Securities LLC October 2011 - January 2014
JPMorgan Chase September 2009 - October 2011
Education
Texas State University-San Marcos 2004 — 2009
Bachelor of Business Administration (BBA), Marketing
JP Morgan Chase Bank, N.A. January 2014 - Present
JPMorgan Securities LLC October 2011 - January 2014
JPMorgan Chase September 2009 - October 2011
Education
Texas State University-San Marcos 2004 — 2009
Bachelor of Business Administration (BBA), Marketing
Ximena Aranda Ximena Aranda's JP Morgan Chase Bank, N.A. Experience February 2008 - Present
Job Journalism Emphasis in Media Studies Major with a Minor in Economics at San Diego State University
Industry Media Production
Experience
JP Morgan Chase Bank, N.A. February 2008 - Present
Chase April 2013 - April 2014
Media Arts Center San Diego January 2013 - April 2013
American Eagle Outfitters November 2007 - April 2008
Education
San Diego State University-California State University 2010 — 2013
Bachelor Degree in Liberal Arts and Sciences, Journalism Emphasis in Media Studies with a Minor in Economics
Southwestern College 2008 — 2010
Associate of Arts (A.A.), Communication
Southwestern College 2008 — 2010
Associate of Arts (A.A.), General Studies
JP Morgan Chase Bank, N.A. February 2008 - Present
Chase April 2013 - April 2014
Media Arts Center San Diego January 2013 - April 2013
American Eagle Outfitters November 2007 - April 2008
Education
San Diego State University-California State University 2010 — 2013
Bachelor Degree in Liberal Arts and Sciences, Journalism Emphasis in Media Studies with a Minor in Economics
Southwestern College 2008 — 2010
Associate of Arts (A.A.), Communication
Southwestern College 2008 — 2010
Associate of Arts (A.A.), General Studies
Stuti Mahajan Stuti Mahajan's JP Morgan Chase Bank, N.A. Experience February 2013 - May 2015
Job Former Assistant Vice President Private Client Banker at JP Morgan Chase, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. February 2013 - May 2015
JP Morgan Chase Bank, N.A. June 2011 - January 2013
US Bank January 2011 - May 2011
US Bank May 2010 - December 2010
US Bank September 2009 - April 2010
Park National Bank May 2008 - August 2009
Skills
Credit Analysis, Loan Origination, Deposits, Credit, Small Business Lending, Commercial Banking, Customer Service, Sales, Lines Of Credit
Education
Panjab University 2002 — 2005
Bachelor of Arts, English
JP Morgan Chase Bank, N.A. February 2013 - May 2015
JP Morgan Chase Bank, N.A. June 2011 - January 2013
US Bank January 2011 - May 2011
US Bank May 2010 - December 2010
US Bank September 2009 - April 2010
Park National Bank May 2008 - August 2009
Skills
Credit Analysis, Loan Origination, Deposits, Credit, Small Business Lending, Commercial Banking, Customer Service, Sales, Lines Of Credit
Education
Panjab University 2002 — 2005
Bachelor of Arts, English
Amy Saylor Amy Saylor's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. August 2013 - Present
KatyBug Faye Boutique July 2011 - July 2013
Kyrene School District September 2010 - May 2011
Education
Northern Arizona University 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
JP Morgan Chase Bank, N.A. August 2013 - Present
KatyBug Faye Boutique July 2011 - July 2013
Kyrene School District September 2010 - May 2011
Education
Northern Arizona University 2006 — 2010
Bachelor of Arts (B.A.), English Language and Literature, General
Albert Gaudyn Albert Gaudyn's JP Morgan Chase Bank, N.A. Experience June 2013 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2013 - Present
Fifth Third Bank August 2011 - June 2013
Institute For Truth In Accounting July 2010 - December 2010
Education
Loyola University of Chicago 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
JP Morgan Chase Bank, N.A. June 2013 - Present
Fifth Third Bank August 2011 - June 2013
Institute For Truth In Accounting July 2010 - December 2010
Education
Loyola University of Chicago 2005 — 2010
Bachelor of Business Administration (B.B.A.), Accounting
Nick Rivelli Nick Rivelli's JP Morgan Chase Bank, N.A. Experience December 2014 - Present
Job Relationship Banker
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. December 2014 - Present
Freelance March 2013 - December 2014
Alexander's Steakhouse November 2009 - May 2014
Silicon Valley Metro September 2013 - December 2013
Spartan Daily August 2011 - December 2011
Monterey Plaza Hotel & Spa February 2007 - November 2009
Education
San Jose State University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Journalism
Monterey Peninsula College 2006 — 2008
Associate of Arts (A.A.), Photography
JP Morgan Chase Bank, N.A. December 2014 - Present
Freelance March 2013 - December 2014
Alexander's Steakhouse November 2009 - May 2014
Silicon Valley Metro September 2013 - December 2013
Spartan Daily August 2011 - December 2011
Monterey Plaza Hotel & Spa February 2007 - November 2009
Education
San Jose State University 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Journalism
Monterey Peninsula College 2006 — 2008
Associate of Arts (A.A.), Photography
Alexander Bakogiannis Alexander Bakogiannis's JP Morgan Chase Bank, N.A. Experience February 2007 - November 2012
Job Private Client Banker with JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. November 2012 - Present
JP Morgan Chase Bank, N.A. February 2007 - November 2012
Prime Finance LLC June 2006 - February 2007
Morgan Stanley August 2004 - January 2006
Education
Montclair State University 2014 — 2016
Master of Business Administration (MBA)
Montclair State University 2002 — 2006
Bachelors
JPMorgan Chase Bank, N.A. November 2012 - Present
JP Morgan Chase Bank, N.A. February 2007 - November 2012
Prime Finance LLC June 2006 - February 2007
Morgan Stanley August 2004 - January 2006
Education
Montclair State University 2014 — 2016
Master of Business Administration (MBA)
Montclair State University 2002 — 2006
Bachelors
Myphuong Newsome's JP Morgan Chase Bank, N.A. Experience October 2013 - Present
Job Personal Banker at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. October 2013 - Present
Wells Fargo October 2012 - October 2013
T-Mobile April 2000 - August 2012
Education
St. Petersburg College 1999 — 2001
Associate of Arts (A.A.), Business Administration and Management, General
JP Morgan Chase Bank, N.A. October 2013 - Present
Wells Fargo October 2012 - October 2013
T-Mobile April 2000 - August 2012
Education
St. Petersburg College 1999 — 2001
Associate of Arts (A.A.), Business Administration and Management, General
Christopher F. Burke Christopher F. Burke's JP Morgan Chase Bank, N.A. Experience September 2011 - October 2013
Job Financial Advisor Associate at JP Morgan Securities LLC
Industry Banking
Experience
JP Morgan Securities LLC October 2013 - Present
JP Morgan Chase Bank, NA September 2011 - October 2013
JP Morgan Chase Bank, NA March 2010 - September 2011
Education
Baruch College 2004 — 2008
Bachelor Business Administration, Marketing Management
JP Morgan Securities LLC October 2013 - Present
JP Morgan Chase Bank, NA September 2011 - October 2013
JP Morgan Chase Bank, NA March 2010 - September 2011
Education
Baruch College 2004 — 2008
Bachelor Business Administration, Marketing Management
John DeBerry John DeBerry's JP Morgan Chase Bank, N.A. Experience July 2015 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2015 - Present
JPMorgan Chase Bank, N.A. June 2012 - July 2015
Capital One October 2011 - May 2012
Office Depot November 2009 - October 2011
Lowes Home Improvement Warehouse January 2008 - January 2009
Lowes January 2005 - January 2008
Target May 2002 - May 2003
Education
University of Houston 2006 — 2015
Bachelors Degree, Communications; Radio & TV Broadcasting
University of Houston 2003 — 2006
Associates Degree, General Studies
Hillcrest High School 1999 — 2003
Diploma
JP Morgan Chase Bank, N.A. July 2015 - Present
JPMorgan Chase Bank, N.A. June 2012 - July 2015
Capital One October 2011 - May 2012
Office Depot November 2009 - October 2011
Lowes Home Improvement Warehouse January 2008 - January 2009
Lowes January 2005 - January 2008
Target May 2002 - May 2003
Education
University of Houston 2006 — 2015
Bachelors Degree, Communications; Radio & TV Broadcasting
University of Houston 2003 — 2006
Associates Degree, General Studies
Hillcrest High School 1999 — 2003
Diploma
Jerold Johnson Jerold Johnson's JP Morgan Chase Bank, N.A. Experience April 2014 - March 2015
Job Financial Advisor at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group July 2015 - Present
JP Morgan Chase Bank, N.A. April 2014 - March 2015
Ameriprise Financial August 2008 - April 2014
JNT Mortgage, LLC July 2004 - August 2008
Railroad & Industrial FCU June 2001 - August 2004
Skills
Finance, Fixed Annuities, Investments, Insurance, Strategic Financial..., Retirement Planning, Financial Planning, Financial Services, Retirement, Mortgage Lending, Portfolio Management, Loans, Credit, Leadership, Strategic Planning, Small Business, Team Building, Public Speaking, Management, Marketing Strategy, Sales, Marketing, Customer Service, Social Networking, Sales Management
Education
College of Financial Planning 2010 — 2010
Chartered Retirement Planning Counselor, Retirement Planning
University of South Florida - College of Business Administration 1986 — 1989
Bachelors of Science, Finance, General
Chamberlain High School 1980 — 1983
Diploma
CUNA Mutual Group July 2015 - Present
JP Morgan Chase Bank, N.A. April 2014 - March 2015
Ameriprise Financial August 2008 - April 2014
JNT Mortgage, LLC July 2004 - August 2008
Railroad & Industrial FCU June 2001 - August 2004
Skills
Finance, Fixed Annuities, Investments, Insurance, Strategic Financial..., Retirement Planning, Financial Planning, Financial Services, Retirement, Mortgage Lending, Portfolio Management, Loans, Credit, Leadership, Strategic Planning, Small Business, Team Building, Public Speaking, Management, Marketing Strategy, Sales, Marketing, Customer Service, Social Networking, Sales Management
Education
College of Financial Planning 2010 — 2010
Chartered Retirement Planning Counselor, Retirement Planning
University of South Florida - College of Business Administration 1986 — 1989
Bachelors of Science, Finance, General
Chamberlain High School 1980 — 1983
Diploma
Gregory Darrah Gregory Darrah's JP Morgan Chase Bank, N.A. Experience September 2006 - May 2015
Job
Industry Banking
Experience
Citizens Bank May 2015 - Present
JP Morgan Chase Bank, N.A. September 2006 - May 2015
General Electric October 2003 - February 2006
KeyBank December 1994 - September 2003
Bank One June 1983 - December 1994
Skills
Management, Sales, Leadership, Training, Microsoft Office, Microsoft Word, Mortgage Lending, Banking, Credit, Credit Analysis, Commercial Banking, Relationship Management, Loans, Finance, Mortgage Banking, Loan Origination, First Time Home Buyers, Investment Properties, Real Estate, FHA, Refinance, Residential Mortgages, VA Loans
Education
The University of Akron 1974 — 1978
Bachelor of Arts (B.A.), Secondary Education and Teaching
Citizens Bank May 2015 - Present
JP Morgan Chase Bank, N.A. September 2006 - May 2015
General Electric October 2003 - February 2006
KeyBank December 1994 - September 2003
Bank One June 1983 - December 1994
Skills
Management, Sales, Leadership, Training, Microsoft Office, Microsoft Word, Mortgage Lending, Banking, Credit, Credit Analysis, Commercial Banking, Relationship Management, Loans, Finance, Mortgage Banking, Loan Origination, First Time Home Buyers, Investment Properties, Real Estate, FHA, Refinance, Residential Mortgages, VA Loans
Education
The University of Akron 1974 — 1978
Bachelor of Arts (B.A.), Secondary Education and Teaching
Geoffrey Mikulka's JP Morgan Chase Bank, N.A. Experience April 2014 - April 2015
Job Vice President
Industry Financial Services
Experience
Cortez Wealth Management July 2015 - Present
JP Morgan Chase Bank, N.A. April 2014 - April 2015
USAA March 2013 - May 2013
T. Rowe Price November 2009 - March 2013
Maxx Properties Inc March 2009 - November 2009
Education
University of Central Florida 2004 — 2008
Bachelor of Science (BS), Finance, General
Cortez Wealth Management July 2015 - Present
JP Morgan Chase Bank, N.A. April 2014 - April 2015
USAA March 2013 - May 2013
T. Rowe Price November 2009 - March 2013
Maxx Properties Inc March 2009 - November 2009
Education
University of Central Florida 2004 — 2008
Bachelor of Science (BS), Finance, General
CHARLES MARCHICA CHARLES MARCHICA's JP Morgan Chase Bank, N.A. Experience October 2010 - April 2012
Job Business Relationship Manager at Banco Santander
Industry Financial Services
Experience
Banco Santander July 2015 - Present
Banco Santander June 2013 - Present
JPMorgan Chase April 2012 - June 2013
JPMorgan Chase October 2010 - April 2012
JP MORGAN CHASE BANK NA October 2010 - April 2012
JPMorgan Chase January 2009 - October 2010
JP MORGAN CHASE BANK NA January 2009 - October 2010
Signature Bank November 2007 - January 2009
Signature Securities November 2007 - December 2008
Citicorp Investment Services 2007 - 2008
Skills
Portfolio Management, Banking, Investments, Mutual Funds, Loans, Finance, Mortgage Lending, CRM, Financial Advisory, Asset Allocation, Fixed Income, Commercial Banking, Trading, Credit, Relationship Management, Small Business Lending, Employee Relations, Retail Banking, Loan Origination, Investment Advisory, Business Development, Credit Analysis, Consumer Lending, Branch Management, Branch Banking, Commercial Lending, Wealth Management, Cross Selling
Education
Adelphi University 2010 — 2011
Management
MONSIGNOR FARRELL 1998 — 2002
Adelphi University
B.S, Business
Banco Santander July 2015 - Present
Banco Santander June 2013 - Present
JPMorgan Chase April 2012 - June 2013
JPMorgan Chase October 2010 - April 2012
JP MORGAN CHASE BANK NA October 2010 - April 2012
JPMorgan Chase January 2009 - October 2010
JP MORGAN CHASE BANK NA January 2009 - October 2010
Signature Bank November 2007 - January 2009
Signature Securities November 2007 - December 2008
Citicorp Investment Services 2007 - 2008
Skills
Portfolio Management, Banking, Investments, Mutual Funds, Loans, Finance, Mortgage Lending, CRM, Financial Advisory, Asset Allocation, Fixed Income, Commercial Banking, Trading, Credit, Relationship Management, Small Business Lending, Employee Relations, Retail Banking, Loan Origination, Investment Advisory, Business Development, Credit Analysis, Consumer Lending, Branch Management, Branch Banking, Commercial Lending, Wealth Management, Cross Selling
Education
Adelphi University 2010 — 2011
Management
MONSIGNOR FARRELL 1998 — 2002
Adelphi University
B.S, Business
Kurt Kleinle Kurt Kleinle's JP Morgan Chase Bank, N.A. Experience June 2013 - Present
Job JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2013 - Present
Janney Montgomery Scott September 1995 - June 2013
Dean Witter Reynolds August 1993 - September 1995
Dun and Bradstreet June 1992 - September 1993
Education
Muhlenberg College 1989 — 1993
Bachelor of Arts (B.A.), International/Global Studies
Morristown Beard School 1985 — 1989
High School
JP Morgan Chase Bank, N.A. June 2013 - Present
Janney Montgomery Scott September 1995 - June 2013
Dean Witter Reynolds August 1993 - September 1995
Dun and Bradstreet June 1992 - September 1993
Education
Muhlenberg College 1989 — 1993
Bachelor of Arts (B.A.), International/Global Studies
Morristown Beard School 1985 — 1989
High School
Jessica Reichwein Jessica Reichwein's JP Morgan Chase Bank, N.A. Experience October 2014 - Present
Job Relationship Banker II
Industry Banking
Experience
JP Morgan Chase Bank, N.A. October 2014 - Present
SunTrust Bank January 2013 - October 2014
CFE Federal Credit Union September 2010 - January 2013
Publix November 2005 - November 2010
Education
Saint Leo University 2013 — 2014
Bachelor's degree, Business Administration and Management, General
Seminole Community College 2010 — 2011
AA, Marketing
JP Morgan Chase Bank, N.A. October 2014 - Present
SunTrust Bank January 2013 - October 2014
CFE Federal Credit Union September 2010 - January 2013
Publix November 2005 - November 2010
Education
Saint Leo University 2013 — 2014
Bachelor's degree, Business Administration and Management, General
Seminole Community College 2010 — 2011
AA, Marketing
Eric Tepper's JP Morgan Chase Bank, N.A. Experience September 2015 - Present
Job Regional Director, Managing Director – Banking & Wealth Management, NYC Metro at JPMorgan Chase & Co.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2015 - Present
JP Morgan Chase Bank, N.A. March 2012 - Present
JP Morgan Securities December 2008 - March 2012
Bear Stearns Asset Management 1997 - 2008
Goldman Sachs Asset Management April 1995 - June 1997
OppenheimerFunds April 1994 - June 1995
Skills
Series 7, Series 63, Series 24, series 10, series 9, Series 66
Education
University of Hartford 1987 — 1991
Bachelor of Science in Business Administration, Business Administration and Management, General
JP Morgan Chase Bank, N.A. September 2015 - Present
JP Morgan Chase Bank, N.A. March 2012 - Present
JP Morgan Securities December 2008 - March 2012
Bear Stearns Asset Management 1997 - 2008
Goldman Sachs Asset Management April 1995 - June 1997
OppenheimerFunds April 1994 - June 1995
Skills
Series 7, Series 63, Series 24, series 10, series 9, Series 66
Education
University of Hartford 1987 — 1991
Bachelor of Science in Business Administration, Business Administration and Management, General
Judy Goodson Judy Goodson's JP Morgan Chase Bank, N.A. Experience April 2014 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. April 2014 - Present
Great Western Bank December 2005 - March 2014
Farmers & Merchants Union Bank 2002 - 2005
Wisconsin Main Street 1994 - 2002
Education
Napa Valley College
Management and Finance
JP Morgan Chase Bank, N.A. April 2014 - Present
Great Western Bank December 2005 - March 2014
Farmers & Merchants Union Bank 2002 - 2005
Wisconsin Main Street 1994 - 2002
Education
Napa Valley College
Management and Finance
Vincent Sapienza Vincent Sapienza's JP Morgan Chase Bank, N.A. Experience February 2009 - Present
Job Executive Director Market Director at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA February 2009 - Present
JPMorgan Securities, LLC February 2009 - Present
Chase Investment Services March 2008 - February 2009
Smith Barney February 2005 - February 2008
Education
Baruch College 1992 — 2007
JP Morgan Chase Bank NA February 2009 - Present
JPMorgan Securities, LLC February 2009 - Present
Chase Investment Services March 2008 - February 2009
Smith Barney February 2005 - February 2008
Education
Baruch College 1992 — 2007
Flint Huff Flint Huff's JP Morgan Chase Bank, N.A. Experience April 2014 - April 2015
Job Personal Banker IV, SunTrust Bank
Industry Banking
Experience
SunTrust April 2015 - Present
JP Morgan Chase Bank, N.A. April 2014 - April 2015
Wells Fargo May 2013 - April 2014
Wells Fargo June 2012 - April 2013
oXYGen Financial Isurance September 2011 - May 2012
Northwestern Mutual January 2011 - September 2011
Friends of Pat Dooley 2010 - 2010
Skills
Customer Service, Leadership, Sales, Microsoft Office, Management, Marketing, Social Media, Team Building, Strategic Planning, PowerPoint
Education
Presbyterian College 2004 — 2008
B.A., Political Science
SunTrust April 2015 - Present
JP Morgan Chase Bank, N.A. April 2014 - April 2015
Wells Fargo May 2013 - April 2014
Wells Fargo June 2012 - April 2013
oXYGen Financial Isurance September 2011 - May 2012
Northwestern Mutual January 2011 - September 2011
Friends of Pat Dooley 2010 - 2010
Skills
Customer Service, Leadership, Sales, Microsoft Office, Management, Marketing, Social Media, Team Building, Strategic Planning, PowerPoint
Education
Presbyterian College 2004 — 2008
B.A., Political Science
Eric Ott Eric Ott's JP Morgan Chase Bank, N.A. Experience October 2013 - February 2015
Job Financial Advisor at Innova Financial Group
Industry Investment Management
Experience
Innova Financial Group July 2015 - Present
JP Morgan Chase Bank, N.A. October 2013 - February 2015
Hyde Park CG October 2012 - October 2013
U.S. Bank January 2012 - September 2012
AshHill Biomedical Investments, LLC June 2009 - January 2012
Cardinal Lien Services, LLC June 2009 - January 2012
First Financial Bank September 2005 - May 2008
Park National Bank January 2004 - September 2005
Fifth Third Bank January 1999 - January 2004
Fifth Third Bank January 1998 - January 1999
Skills
Mergers & Acquisitions, Mortgage Lending, Strategy, Banking, Sales Management, Real Estate, Financial Analysis, Debt Settlement, Financial Structuring, Financial Risk, Asset Management, Commercial Real Estate, Commercial Lending, Operations Management, Relationship Management, Loan Structuring, Debt Recovery, Credit, Risk Management, Fund Managment, Investments, Commercial Banking, Corporate Finance, Training, Portfolio Management, Auditing, Management, Loans, Start-ups, Computing, Valuation, Credit Analysis, Finance, Business Computing, Audit
Education
The College of Wooster 1986 — 1990
Bachelor of Arts, Business Economics
The University of Toledo 1992 — 2003
Additional Course Work for CPA, Accounting
Coshocton High School
Innova Financial Group July 2015 - Present
JP Morgan Chase Bank, N.A. October 2013 - February 2015
Hyde Park CG October 2012 - October 2013
U.S. Bank January 2012 - September 2012
AshHill Biomedical Investments, LLC June 2009 - January 2012
Cardinal Lien Services, LLC June 2009 - January 2012
First Financial Bank September 2005 - May 2008
Park National Bank January 2004 - September 2005
Fifth Third Bank January 1999 - January 2004
Fifth Third Bank January 1998 - January 1999
Skills
Mergers & Acquisitions, Mortgage Lending, Strategy, Banking, Sales Management, Real Estate, Financial Analysis, Debt Settlement, Financial Structuring, Financial Risk, Asset Management, Commercial Real Estate, Commercial Lending, Operations Management, Relationship Management, Loan Structuring, Debt Recovery, Credit, Risk Management, Fund Managment, Investments, Commercial Banking, Corporate Finance, Training, Portfolio Management, Auditing, Management, Loans, Start-ups, Computing, Valuation, Credit Analysis, Finance, Business Computing, Audit
Education
The College of Wooster 1986 — 1990
Bachelor of Arts, Business Economics
The University of Toledo 1992 — 2003
Additional Course Work for CPA, Accounting
Coshocton High School
Richard Weinhaus Richard Weinhaus's JP Morgan Chase Bank, N.A. Experience April 2012 - Present
Job Executive Director at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2012 - Present
AXA Advisors May 2009 - March 2012
National Network of Accountants May 2009 - February 2010
Ameriprise Financial Services, Inc. November 1998 - May 2009
Education
Towson University 1993 — 1995
BS, Sport Management
Suffolk County Community College 1989 — 1994
JP Morgan Chase Bank, N.A. April 2012 - Present
AXA Advisors May 2009 - March 2012
National Network of Accountants May 2009 - February 2010
Ameriprise Financial Services, Inc. November 1998 - May 2009
Education
Towson University 1993 — 1995
BS, Sport Management
Suffolk County Community College 1989 — 1994
Rameet Singh Rameet Singh's JP Morgan Chase Bank, N.A. Experience April 2012 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2012 - Present
Rameet Singh Photography May 2009 - Present
Best Buy September 2007 - April 2012
Desi Bazaar October 2010 - February 2012
Global Consultants Inc. September 2006 - September 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2009
Bachelor's degree, Philosophy
JP Morgan Chase Bank, N.A. April 2012 - Present
Rameet Singh Photography May 2009 - Present
Best Buy September 2007 - April 2012
Desi Bazaar October 2010 - February 2012
Global Consultants Inc. September 2006 - September 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2009
Bachelor's degree, Philosophy
PJ Schaefer's JP Morgan Chase Bank, N.A. Experience September 2012 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2012 - Present
JP Morgan Chase Bank, N.A. March 2010 - September 2012
Enterprise Rent-A-Car June 2008 - February 2010
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Agricultural Consumer Economics and Finance
JP Morgan Chase Bank, N.A. September 2012 - Present
JP Morgan Chase Bank, N.A. March 2010 - September 2012
Enterprise Rent-A-Car June 2008 - February 2010
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science, Agricultural Consumer Economics and Finance
Jeffrey Stickney Jeffrey Stickney's JP Morgan Chase Bank, N.A. Experience May 2011 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. May 2011 - Present
La-Z-Boy February 2009 - June 2011
McKlein Company May 2009 - October 2009
Education
Northern Arizona University 2001 — 2008
B.S.B.A., Marketing
JP Morgan Chase Bank, N.A. May 2011 - Present
La-Z-Boy February 2009 - June 2011
McKlein Company May 2009 - October 2009
Education
Northern Arizona University 2001 — 2008
B.S.B.A., Marketing
Leslie Brock Leslie Brock's JP Morgan Chase Bank, N.A. Experience March 2015 - Present
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. March 2015 - Present
JP Morgan Chase Bank, N.A. August 2014 - February 2015
Rabjohns Financial Group/New England Financial January 2012 - March 2014
Keller Williams TEAM Realty April 2008 - December 2011
APO Investments, Inc. January 2008 - December 2011
Anderson Herr Financial Services January 2006 - December 2007
Waddell & Reed March 2001 - December 2005
Oakwood Apartments 1990 - 1999
Education
Northwestern University
B.S., Human Development and Social Policy
JP Morgan Chase Bank, N.A. March 2015 - Present
JP Morgan Chase Bank, N.A. August 2014 - February 2015
Rabjohns Financial Group/New England Financial January 2012 - March 2014
Keller Williams TEAM Realty April 2008 - December 2011
APO Investments, Inc. January 2008 - December 2011
Anderson Herr Financial Services January 2006 - December 2007
Waddell & Reed March 2001 - December 2005
Oakwood Apartments 1990 - 1999
Education
Northwestern University
B.S., Human Development and Social Policy
Victor Hinojosa, CTP Victor Hinojosa, CTP's JP Morgan Chase Bank, N.A. Experience 2000 - 2006
Job Director, Strategic Partnerships at Western Union Business Solutions
Industry Financial Services
Experience
Western Union Business Solutions July 2011 - Present
Custom House, A Western Union Company May 2007 - Present
Western Union Business Solutions 2007 - Present
Custom House Global Foreign Exchange 2006 - May 2007
JPMorgan 2000 - 2007
JP Morgan Chase Bank NA 2000 - 2006
Skills
FX, Risk, Risk Management, Trading, Cash Management, Vendor Management, New Business Development, Customer Relations, Sales Management, Business Strategy, Product Management, Financial Markets, Account Management, Product Development, Strategic Partnerships, Payments, Salesforce.com, SaaS, Team Leadership, Derivatives, Negotiation, Business Intelligence, Team Building, E-commerce, Hedging, Options, Mentoring, People Management, Currency, Business Management, Trading Systems, FX Options, Financial Risk, Business Planning, Management, Foreign Exchange, Business Development, FX trading, Banking, Financial Services, Relationship Management, FX Hedging, Sales, Portfolio Management, Capital Markets, CRM, Electronic Trading, Business Analysis, Electronic Payments, Payment Card Processing
Education
Information Technology Institute - Toronto 1999 — 2000
Diploma in Applied Information Technology
Bishop's University 1988 — 1992
BA
Western Union Business Solutions July 2011 - Present
Custom House, A Western Union Company May 2007 - Present
Western Union Business Solutions 2007 - Present
Custom House Global Foreign Exchange 2006 - May 2007
JPMorgan 2000 - 2007
JP Morgan Chase Bank NA 2000 - 2006
Skills
FX, Risk, Risk Management, Trading, Cash Management, Vendor Management, New Business Development, Customer Relations, Sales Management, Business Strategy, Product Management, Financial Markets, Account Management, Product Development, Strategic Partnerships, Payments, Salesforce.com, SaaS, Team Leadership, Derivatives, Negotiation, Business Intelligence, Team Building, E-commerce, Hedging, Options, Mentoring, People Management, Currency, Business Management, Trading Systems, FX Options, Financial Risk, Business Planning, Management, Foreign Exchange, Business Development, FX trading, Banking, Financial Services, Relationship Management, FX Hedging, Sales, Portfolio Management, Capital Markets, CRM, Electronic Trading, Business Analysis, Electronic Payments, Payment Card Processing
Education
Information Technology Institute - Toronto 1999 — 2000
Diploma in Applied Information Technology
Bishop's University 1988 — 1992
BA
Barbara Dugan's JP Morgan Chase Bank, N.A. Experience May 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. May 2014 - Present
Merrill Lynch October 2011 - May 2014
Independent Consultant/One Capital Management October 2010 - October 2011
Thrive Financial Alliance/AXA Advisors January 2008 - September 2010
Barbara Dugan Yoga and Wellness 2000 - 2008
Education
Louisiana State University and Agricultural and Mechanical College 1987 — 1993
BS, Microbiology
JP Morgan Chase Bank, N.A. May 2014 - Present
Merrill Lynch October 2011 - May 2014
Independent Consultant/One Capital Management October 2010 - October 2011
Thrive Financial Alliance/AXA Advisors January 2008 - September 2010
Barbara Dugan Yoga and Wellness 2000 - 2008
Education
Louisiana State University and Agricultural and Mechanical College 1987 — 1993
BS, Microbiology
Gary Van Allen's JP Morgan Chase Bank, N.A. Experience January 2012 - November 2013
Job Private Client Banker JP Morgan Chase, NA
Industry Banking
Experience
JPMorgan Chase, NA January 2015 - Present
JP Morgan Chase Bank, N. A November 2013 - January 2015
JP Morgan Chase Bank, N.A. January 2012 - November 2013
Personal Banker November 2009 - December 2011
Enterprise Rent-A-Car July 2008 - October 2009
Education
Madonna University 2002 — 2007
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase, NA January 2015 - Present
JP Morgan Chase Bank, N. A November 2013 - January 2015
JP Morgan Chase Bank, N.A. January 2012 - November 2013
Personal Banker November 2009 - December 2011
Enterprise Rent-A-Car July 2008 - October 2009
Education
Madonna University 2002 — 2007
Bachelor's degree, Business Administration and Management, General
Somie Park's JP Morgan Chase Bank, N.A. Experience October 2010 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2010 - Present
Citi December 2009 - October 2010
The Pollakov Financial Group/Mass Mutual January 2008 - December 2008
Education
University of California, San Diego 2005 — 2010
Bachelor of Science (B.S.), Management Science
JP Morgan Chase Bank, N.A. October 2010 - Present
Citi December 2009 - October 2010
The Pollakov Financial Group/Mass Mutual January 2008 - December 2008
Education
University of California, San Diego 2005 — 2010
Bachelor of Science (B.S.), Management Science
Christina Estrella's JP Morgan Chase Bank, N.A. Experience June 2015 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. June 2015 - Present
Janie and Jack December 2014 - July 2015
Wells Fargo June 2014 - January 2015
Wells Fargo June 2013 - May 2014
Gymboree June 2013 - October 2013
Signature Flight Support October 2011 - May 2013
Rwanda Partners February 2011 - September 2011
Safeway November 2009 - February 2011
Skills
Managing Deadlines, High Pressure..., Maintaining Strong..., Close Attention to..., Organization &..., Interpersonal..., Employee Training, Problem Solving, Cash Handling Experience, Enthusiasm to learn, Multitasking Skills, Safety, Travel Arrangements, Hotel Booking, Customer Satisfaction, Customer Service, Car Rental, Time & Attendance, Knowledge Sharing, Goal Oriented, Quick Thinker, Learning Quickly
Education
University of California, Santa Cruz
JP Morgan Chase Bank, N.A. June 2015 - Present
Janie and Jack December 2014 - July 2015
Wells Fargo June 2014 - January 2015
Wells Fargo June 2013 - May 2014
Gymboree June 2013 - October 2013
Signature Flight Support October 2011 - May 2013
Rwanda Partners February 2011 - September 2011
Safeway November 2009 - February 2011
Skills
Managing Deadlines, High Pressure..., Maintaining Strong..., Close Attention to..., Organization &..., Interpersonal..., Employee Training, Problem Solving, Cash Handling Experience, Enthusiasm to learn, Multitasking Skills, Safety, Travel Arrangements, Hotel Booking, Customer Satisfaction, Customer Service, Car Rental, Time & Attendance, Knowledge Sharing, Goal Oriented, Quick Thinker, Learning Quickly
Education
University of California, Santa Cruz
Mark Masloob's JP Morgan Chase Bank, N.A. Experience July 2010 - Present
Job Relationship Banker Small Business Specialist
Industry Banking
Experience
JP Morgan Chase Bank, N.A. July 2010 - Present
First Missionary Church January 2007 - July 2010
Southwestern Advantage May 2002 - September 2006
JP Morgan Chase Bank, N.A. November 1999 - March 2002
Skills
Recruiting, Direct Sales, Cold Calling, Team Building, Customer Service, Building Relationships, Marketing, Event Management, Public Speaking, Sales Presentations, New Business Development, Teamwork, Customer Retention, Credit, Microsoft Office, Direct Marketing, Entrepreneurship, Hiring, Loan Origination, Interviews, Commercial Lending
Education
Pastoral Leadership Institute 2009 — 2010
Level One, Pastoral
Purdue University 2000 — 2004
BS, Management, Finance, Management Information Systems
JP Morgan Chase Bank, N.A. July 2010 - Present
First Missionary Church January 2007 - July 2010
Southwestern Advantage May 2002 - September 2006
JP Morgan Chase Bank, N.A. November 1999 - March 2002
Skills
Recruiting, Direct Sales, Cold Calling, Team Building, Customer Service, Building Relationships, Marketing, Event Management, Public Speaking, Sales Presentations, New Business Development, Teamwork, Customer Retention, Credit, Microsoft Office, Direct Marketing, Entrepreneurship, Hiring, Loan Origination, Interviews, Commercial Lending
Education
Pastoral Leadership Institute 2009 — 2010
Level One, Pastoral
Purdue University 2000 — 2004
BS, Management, Finance, Management Information Systems
Lorraine Gray Boris Lorraine Gray Boris's JP Morgan Chase Bank, N.A. Experience January 2013 - Present
Job Relationship Banker Chase Private Client, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. January 2013 - Present
St Regis Monarch Beach January 2011 - January 2013
St Regis Monarch Beach April 2010 - December 2010
St Regis Monarch Beach 2008 - 2010
Education
Texas Woman's University 2003 — 2006
BS, Dietetics
JP Morgan Chase Bank, N.A. January 2013 - Present
St Regis Monarch Beach January 2011 - January 2013
St Regis Monarch Beach April 2010 - December 2010
St Regis Monarch Beach 2008 - 2010
Education
Texas Woman's University 2003 — 2006
BS, Dietetics
Israel Valdez's JP Morgan Chase Bank, N.A. Experience April 2012 - June 2014
Job Assistant Vice PresidentBranch Retail Executive II at BBVA Compass
Industry Banking
Experience
BBVA Compass December 2014 - Present
ADP June 2014 - December 2014
JP Morgan Chase Bank, N.A. April 2012 - June 2014
New York Life Insurance Company December 2010 - September 2011
BBVA Compass August 2009 - December 2010
Farmacia Moderna January 2004 - July 2009
Skills
Banking
Education
The University of Texas at El Paso 2004 — 2009
Bachelors in Business Administration, Economics, and Management
BBVA Compass December 2014 - Present
ADP June 2014 - December 2014
JP Morgan Chase Bank, N.A. April 2012 - June 2014
New York Life Insurance Company December 2010 - September 2011
BBVA Compass August 2009 - December 2010
Farmacia Moderna January 2004 - July 2009
Skills
Banking
Education
The University of Texas at El Paso 2004 — 2009
Bachelors in Business Administration, Economics, and Management
Isaac Treesh's JP Morgan Chase Bank, N.A. Experience August 2014 - Present
Job Vice President, Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. August 2014 - Present
Fifth Third Securities December 2012 - August 2014
Edward Jones April 2011 - November 2012
Education
University of Kentucky 1999 — 2003
Bachelors of Business Administration, Finance
JP Morgan Chase Bank, N.A. August 2014 - Present
Fifth Third Securities December 2012 - August 2014
Edward Jones April 2011 - November 2012
Education
University of Kentucky 1999 — 2003
Bachelors of Business Administration, Finance
Dana Boda Dana Boda's JP Morgan Chase Bank, N.A. Experience September 2011 - September 2014
Job Executive Assistant to CEO at South Florida Luxury Guide
Industry Financial Services
Experience
South Florida Luxury Guide January 2015 - Present
JP MORGAN CHASE BANK, N.A. September 2011 - September 2014
Price Law Firm July 2011 - September 2011
Self Employment August 2002 - June 2011
SIDEKICK EVENTS July 2009 - July 2010
DIVINE BAR January 2006 - September 2009
Broadway Across America August 2007 - June 2008
Samsung 2007 - 2007
WALT DISNEY CRUISE LINE January 2004 - August 2005
Skills
Musical Theatre, Acting, Theatre, Public Speaking, Creative Writing, Performing Arts, Leadership, Nonprofits, Customer Service, Singing
Education
Syracuse University 1998 — 2002
BFA, Musical Theatre
Wootton High School 1994 — 1998
South Florida Luxury Guide January 2015 - Present
JP MORGAN CHASE BANK, N.A. September 2011 - September 2014
Price Law Firm July 2011 - September 2011
Self Employment August 2002 - June 2011
SIDEKICK EVENTS July 2009 - July 2010
DIVINE BAR January 2006 - September 2009
Broadway Across America August 2007 - June 2008
Samsung 2007 - 2007
WALT DISNEY CRUISE LINE January 2004 - August 2005
Skills
Musical Theatre, Acting, Theatre, Public Speaking, Creative Writing, Performing Arts, Leadership, Nonprofits, Customer Service, Singing
Education
Syracuse University 1998 — 2002
BFA, Musical Theatre
Wootton High School 1994 — 1998
Ashley (Andrews) Eidson Ashley (Andrews) Eidson's JP Morgan Chase Bank, N.A. Experience 2004 - 2005
Job Manager of Servicing Operations Reporting, Call Center and Systems Administration at Pacific Union Financial, LLC
Industry Banking
Experience
Pacific Union Financial, LLC July 2015 - Present
JRA Holdings, Inc. January 2014 - July 2015
JRA Holdings, Inc. 2014 - 2015
Auction.com 2013 - 2014
Bank of America 2011 - 2013
First Community Bank, N.A. 2009 - 2011
Capital One Bank, N.A. 2005 - 2008
JP Morgan Chase Bank, N.A. 2004 - 2005
Skills
Process Improvement, Risk Management, Change Management, Strategy, Training, Leadership, Operations Management, Project Management, Cross-functional Team..., Training Delivery, Mortgage Lending, Leadership Development, Banking, Management, Loans, Financial Analysis, Strategic Planning, Business Planning, Knowledge Management, Product Development, Business Analysis, Program Management, Organizational..., Employee Training, Sales, Strategic Communications, Six Sigma, Credit
Education
Texas A&M University-Commerce
Master of Science (M.S.), Higher Education & Global Business Leadership
Texas A&M University-Commerce
Bachelor of Science (BS), Business Studies & Organization Development
Southwest Texas State University
BBA, Finance & Business Law
Pacific Union Financial, LLC July 2015 - Present
JRA Holdings, Inc. January 2014 - July 2015
JRA Holdings, Inc. 2014 - 2015
Auction.com 2013 - 2014
Bank of America 2011 - 2013
First Community Bank, N.A. 2009 - 2011
Capital One Bank, N.A. 2005 - 2008
JP Morgan Chase Bank, N.A. 2004 - 2005
Skills
Process Improvement, Risk Management, Change Management, Strategy, Training, Leadership, Operations Management, Project Management, Cross-functional Team..., Training Delivery, Mortgage Lending, Leadership Development, Banking, Management, Loans, Financial Analysis, Strategic Planning, Business Planning, Knowledge Management, Product Development, Business Analysis, Program Management, Organizational..., Employee Training, Sales, Strategic Communications, Six Sigma, Credit
Education
Texas A&M University-Commerce
Master of Science (M.S.), Higher Education & Global Business Leadership
Texas A&M University-Commerce
Bachelor of Science (BS), Business Studies & Organization Development
Southwest Texas State University
BBA, Finance & Business Law
Yvonne Zurowski's JP Morgan Chase Bank, N.A. Experience January 2013 - May 2015
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
JP Morgan Chase Bank, N.A. January 2013 - May 2015
Barclays Capital July 2010 - March 2012
New York University Stern School of Business January 2010 - May 2010
Barclays Capital June 2009 - August 2009
Dalberg Global Development February 2009 - June 2009
BlackRock, Inc June 2008 - January 2009
Skills
Languages: Fluent in...
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Bachelor of Science, Finance
University of Michigan 2006 — 2007
Grosse Pointe North
Morgan Stanley May 2015 - Present
JP Morgan Chase Bank, N.A. January 2013 - May 2015
Barclays Capital July 2010 - March 2012
New York University Stern School of Business January 2010 - May 2010
Barclays Capital June 2009 - August 2009
Dalberg Global Development February 2009 - June 2009
BlackRock, Inc June 2008 - January 2009
Skills
Languages: Fluent in...
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
Bachelor of Science, Finance
University of Michigan 2006 — 2007
Grosse Pointe North
Vincent Jiang's JP Morgan Chase Bank, N.A. Experience March 2015 - Present
Job at
Industry Financial Services
Experience
JP Morgan chase Bank NA March 2015 - Present
JP Morgan chase Bank NA October 2008 - Present
Citibank June 2006 - October 2008
Citibank November 2004 - May 2006
Skills
Banking, Mortgage Lending, Retail Banking, Consumer Lending, Cross Selling, Loans, Credit, Mortgage Banking, Loan Origination, Small Business Lending, Portfolio Management, Refinance, Commercial Lending
Education
Baruch College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Computer Information System
JP Morgan chase Bank NA March 2015 - Present
JP Morgan chase Bank NA October 2008 - Present
Citibank June 2006 - October 2008
Citibank November 2004 - May 2006
Skills
Banking, Mortgage Lending, Retail Banking, Consumer Lending, Cross Selling, Loans, Credit, Mortgage Banking, Loan Origination, Small Business Lending, Portfolio Management, Refinance, Commercial Lending
Education
Baruch College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Computer Information System
Ketan Solanki Ketan Solanki's JP Morgan Chase Bank, N.A. Experience July 2014 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2014 - Present
JP Morgan Chase Bank, N.A. January 2013 - Present
JP Morgan Chase Bank, N.A. August 2011 - December 2012
Fidelity Investments June 2009 - August 2011
Brown Brothers Harriman 2007 - 2008
Education
New York University 2010 — 2011
Professional Certificate, International Business and Finance
New Jersey Institute of Technology 2001 — 2007
BS, Finance and Engineering Science
JP Morgan Chase Bank, N.A. July 2014 - Present
JP Morgan Chase Bank, N.A. January 2013 - Present
JP Morgan Chase Bank, N.A. August 2011 - December 2012
Fidelity Investments June 2009 - August 2011
Brown Brothers Harriman 2007 - 2008
Education
New York University 2010 — 2011
Professional Certificate, International Business and Finance
New Jersey Institute of Technology 2001 — 2007
BS, Finance and Engineering Science
Brad Mathews's JP Morgan Chase Bank, N.A. Experience May 2013 - Present
Job VP Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. May 2013 - Present
Hancock Investment Services, Inc. October 2008 - April 2013
Smith Barney June 2003 - September 2008
Education
Louisiana State University 2001 — 2005
Louisiana State University 2001 — 2005
BS, Business
Jesuit High School 1996 — 2001
JP Morgan Chase Bank, N.A. May 2013 - Present
Hancock Investment Services, Inc. October 2008 - April 2013
Smith Barney June 2003 - September 2008
Education
Louisiana State University 2001 — 2005
Louisiana State University 2001 — 2005
BS, Business
Jesuit High School 1996 — 2001
Phil Signorile's JP Morgan Chase Bank, N.A. Experience June 2014 - January 2015
Job Inside Sales at Actifio
Industry Computer & Network Security
Experience
Actifio February 2015 - Present
JP Morgan Chase Bank, N.A. June 2014 - January 2015
GLOBALTEAM INC. September 2012 - April 2014
Marist College August 2013 - December 2013
B.H. Aircraft Company Inc. June 2010 - August 2011
Skills
Sales, Enterprise Software, Marketing, Marketing Management, Demand Generation, Solution Selling, Cold Calling, Data Virtualization, Salesforce.com, Cloud Computing, Channel Partners, Lead Generation, Microsoft Office, Marketing Communications, Social Media, Analysis, Strategic Consulting, Bloomberg Terminal, QuickBooks, Banking, New Business Development, Cooking, Microsoft Excel, Social Networking, Microsoft Word, DevOps, PowerPoint
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), International Business
Lorenzo di Medici International Institution 2013 — 2013
Study Abroad, International Business, A
St. Anthony's High School 2006 — 2010
Actifio February 2015 - Present
JP Morgan Chase Bank, N.A. June 2014 - January 2015
GLOBALTEAM INC. September 2012 - April 2014
Marist College August 2013 - December 2013
B.H. Aircraft Company Inc. June 2010 - August 2011
Skills
Sales, Enterprise Software, Marketing, Marketing Management, Demand Generation, Solution Selling, Cold Calling, Data Virtualization, Salesforce.com, Cloud Computing, Channel Partners, Lead Generation, Microsoft Office, Marketing Communications, Social Media, Analysis, Strategic Consulting, Bloomberg Terminal, QuickBooks, Banking, New Business Development, Cooking, Microsoft Excel, Social Networking, Microsoft Word, DevOps, PowerPoint
Education
Marist College 2010 — 2014
Bachelor of Science (B.S.), International Business
Lorenzo di Medici International Institution 2013 — 2013
Study Abroad, International Business, A
St. Anthony's High School 2006 — 2010
Elvis Tershana's JP Morgan Chase Bank, N.A. Experience January 2012 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. January 2012 - Present
Saturn of Lakeside January 2006 - October 2009
Education
Oakland University 2012 — 2014
Bachelors of Science, Information Technology
Macomb Community College 2010 — 2012
Associate, Programming of Applied Science
JP Morgan Chase Bank, N.A. January 2012 - Present
Saturn of Lakeside January 2006 - October 2009
Education
Oakland University 2012 — 2014
Bachelors of Science, Information Technology
Macomb Community College 2010 — 2012
Associate, Programming of Applied Science
Wesley Rayner Wesley Rayner's JP Morgan Chase Bank, N.A. Experience April 2011 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2011 - Present
The Ridge at Back Brook March 2009 - October 2010
Philadelphia Cricket Club March 2007 - November 2008
Beechtree Golf Club May 2005 - February 2007
Education
Methodist College 2001 — 2005
BS, Business Administration
JP Morgan Chase Bank, N.A. April 2011 - Present
The Ridge at Back Brook March 2009 - October 2010
Philadelphia Cricket Club March 2007 - November 2008
Beechtree Golf Club May 2005 - February 2007
Education
Methodist College 2001 — 2005
BS, Business Administration
DOMINIC PARRY DOMINIC PARRY's JP Morgan Chase Bank, N.A. Experience June 2015 - Present
Job Private Client Banker at Chase
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2015 - Present
JP Morgan Chase Bank, N.A. December 2010 - June 2015
BBVA Compass July 2009 - December 2010
Wells Fargo February 2007 - August 2008
Skills
Setting up Trust..., Setting up and..., Banking, Mortgage, Microsoft Office, Customer Service, Sales, Strategic Planning, Microsoft Excel, Sales Management, Team Building, Retail, Conflict Resolution, Public Speaking, Financial Services, Leadership Development, Leadership, Mortgage Lending, Retail Banking, Credit, Finance, Financial Analysis, Loans, Consumer Lending, Mortgage Banking, Management, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2018
Master of Business Administration (M.B.A.), Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2016
Certificate in Financial Planning, Financial Planning and Services
University of Arizona 2004 — 2009
Bachelor's Degree, Applied Communication, Political Science
JP Morgan Chase Bank, N.A. June 2015 - Present
JP Morgan Chase Bank, N.A. December 2010 - June 2015
BBVA Compass July 2009 - December 2010
Wells Fargo February 2007 - August 2008
Skills
Setting up Trust..., Setting up and..., Banking, Mortgage, Microsoft Office, Customer Service, Sales, Strategic Planning, Microsoft Excel, Sales Management, Team Building, Retail, Conflict Resolution, Public Speaking, Financial Services, Leadership Development, Leadership, Mortgage Lending, Retail Banking, Credit, Finance, Financial Analysis, Loans, Consumer Lending, Mortgage Banking, Management, Process Improvement
Education
Syracuse University - Martin J. Whitman School of Management 2015 — 2018
Master of Business Administration (M.B.A.), Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2016
Certificate in Financial Planning, Financial Planning and Services
University of Arizona 2004 — 2009
Bachelor's Degree, Applied Communication, Political Science
Joshua Miller Joshua Miller's JP Morgan Chase Bank, N.A. Experience February 2015 - Present
Job Vice President Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. February 2015 - Present
Northwestern Mutual June 2013 - January 2015
Northwestern Mutual July 2011 - June 2013
Northwestern Mutual February 2008 - January 2013
Northwestern Mutual January 2010 - July 2011
Education
Southern Connecticut State University
Bachelor's Degree, Finance
Westhill High School
JP Morgan Chase Bank, N.A. February 2015 - Present
Northwestern Mutual June 2013 - January 2015
Northwestern Mutual July 2011 - June 2013
Northwestern Mutual February 2008 - January 2013
Northwestern Mutual January 2010 - July 2011
Education
Southern Connecticut State University
Bachelor's Degree, Finance
Westhill High School
Antonio Seawood Antonio Seawood's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job Private Client Banker, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. August 2013 - Present
JP Morgan Chase Bank, N.A. October 2012 - August 2013
JP Morgan Chase Bank, N.A. February 2011 - October 2012
T-Mobile August 2009 - January 2011
Education
Southern Illinois University, Carbondale 2003 — 2008
Bachelor, Administration of Justice
JP Morgan Chase Bank, N.A. August 2013 - Present
JP Morgan Chase Bank, N.A. October 2012 - August 2013
JP Morgan Chase Bank, N.A. February 2011 - October 2012
T-Mobile August 2009 - January 2011
Education
Southern Illinois University, Carbondale 2003 — 2008
Bachelor, Administration of Justice
Cristian I. Rojas's JP Morgan Chase Bank, N.A. Experience October 2010 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2010 - Present
BASF February 2010 - October 2010
PFS Investments October 2006 - October 2009
PFS Investments June 2004 - October 2006
Education
New England College of Business and Finance 2011 — 2012
Master of Science (M.S.), Finance
Montclair State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
JP Morgan Chase Bank, N.A. October 2010 - Present
BASF February 2010 - October 2010
PFS Investments October 2006 - October 2009
PFS Investments June 2004 - October 2006
Education
New England College of Business and Finance 2011 — 2012
Master of Science (M.S.), Finance
Montclair State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Aram Krikorian Aram Krikorian's JP Morgan Chase Bank, N.A. Experience September 2013 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2013 - Present
JP Morgan Chase Bank, N.A. December 2012 - September 2013
JP Morgan Chase Bank, N.A. July 2010 - December 2012
RHAM Capital Management June 2009 - March 2010
Education
Rowan University 2005 — 2009
BS, Finance
JP Morgan Chase Bank, N.A. September 2013 - Present
JP Morgan Chase Bank, N.A. December 2012 - September 2013
JP Morgan Chase Bank, N.A. July 2010 - December 2012
RHAM Capital Management June 2009 - March 2010
Education
Rowan University 2005 — 2009
BS, Finance
Desiree Rezentes Desiree Rezentes's JP Morgan Chase Bank, N.A. Experience December 2010 - Present
Job Vice President, Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. December 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
Education
Saint Mary's College of California
BA
JP Morgan Chase Bank, N.A. December 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
Education
Saint Mary's College of California
BA
Matthew Bettes Matthew Bettes's JP Morgan Chase Bank, N.A. Experience January 2005 - Present
Job Private Client Advisor
Industry Investment Management
Experience
JP Morgan Chase Bank, N.A. January 2005 - Present
Education
Ohio University 1997 — 2002
BA, Finance and Marketing
JP Morgan Chase Bank, N.A. January 2005 - Present
Education
Ohio University 1997 — 2002
BA, Finance and Marketing
Aaron Brewer Aaron Brewer's JP Morgan Chase Bank, N.A. Experience October 2009 - Present
Job Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. October 2009 - Present
UBS Financial Services November 2007 - September 2009
Education
University of Arizona, Eller College of Management 2004 — 2006
MBA, Finance
Balamand University 2009 — 2012
Master of Arts (M.A.), Applied Theology
JP Morgan Chase Bank, N.A. October 2009 - Present
UBS Financial Services November 2007 - September 2009
Education
University of Arizona, Eller College of Management 2004 — 2006
MBA, Finance
Balamand University 2009 — 2012
Master of Arts (M.A.), Applied Theology
Stacey Hager Stacey Hager's JP Morgan Chase Bank, N.A. Experience July 2015 - Present
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2015 - Present
JP Morgan Securities, LLC March 2013 - June 2015
Chase Investments, a Registered Representative of JP Morgan Securities LLC October 2012 - March 2013
Chase Investment Services Corp January 2011 - September 2012
Chase Bank N.A. May 2009 - December 2010
Lease Corporation of America October 2008 - March 2009
Quicken Loans July 2006 - September 2008
Education
Michigan State University 2002 — 2006
BA, Communication
JP Morgan Chase Bank, N.A. July 2015 - Present
JP Morgan Securities, LLC March 2013 - June 2015
Chase Investments, a Registered Representative of JP Morgan Securities LLC October 2012 - March 2013
Chase Investment Services Corp January 2011 - September 2012
Chase Bank N.A. May 2009 - December 2010
Lease Corporation of America October 2008 - March 2009
Quicken Loans July 2006 - September 2008
Education
Michigan State University 2002 — 2006
BA, Communication
Louis P. Nazzaro Louis P. Nazzaro's JP Morgan Chase Bank, N.A. Experience April 2008 - October 2012
Job Managing Director,Relationship Executive BNY Mellon Asset Servicing
Industry Banking
Experience
BNY Mellon October 2012 - Present
JP Morgan Chase Bank, N.A. April 2008 - October 2012
McGraw-Hill / Standard&Poor's February 2004 - February 2008
Global Capital Services Group, Ltd July 2002 - January 2004
Deutsche Bank, A.G. June 1999 - July 2002
Bankers Trust Company, Global Securities Services 1998 - 1999
Bankers Trust Company, Global Securities Services 1990 - 1998
Bankers Trust Company, Global Securities Services 1989 - 1990
Bankers Trust Company, Global Custody Securities Services 1988 - 1989
Bankers Trust Company, Global Securities Services 1987 - 1988
Skills
Securities, Financial Services, Derivatives, Asset Management, Mutual Funds, Vendor Management, Capital Markets, Mergers & Acquisitions, Strategic Planning, Sales, Fixed Income, Equities, Global Custody, Mergers, Strategy, Management, Purchasing, Banking, Risk Management, Product Management, Financial Markets, Finance, Corporate Actions, Media Skills Training, Market Data, Hedge Funds, Securities Lending, IBM Rational Unified..., Vendor Relationship..., Sales Management, Relationship Management, Relationship Development
Education
University of Phoenix
BS, Business Management
BNY Mellon October 2012 - Present
JP Morgan Chase Bank, N.A. April 2008 - October 2012
McGraw-Hill / Standard&Poor's February 2004 - February 2008
Global Capital Services Group, Ltd July 2002 - January 2004
Deutsche Bank, A.G. June 1999 - July 2002
Bankers Trust Company, Global Securities Services 1998 - 1999
Bankers Trust Company, Global Securities Services 1990 - 1998
Bankers Trust Company, Global Securities Services 1989 - 1990
Bankers Trust Company, Global Custody Securities Services 1988 - 1989
Bankers Trust Company, Global Securities Services 1987 - 1988
Skills
Securities, Financial Services, Derivatives, Asset Management, Mutual Funds, Vendor Management, Capital Markets, Mergers & Acquisitions, Strategic Planning, Sales, Fixed Income, Equities, Global Custody, Mergers, Strategy, Management, Purchasing, Banking, Risk Management, Product Management, Financial Markets, Finance, Corporate Actions, Media Skills Training, Market Data, Hedge Funds, Securities Lending, IBM Rational Unified..., Vendor Relationship..., Sales Management, Relationship Management, Relationship Development
Education
University of Phoenix
BS, Business Management
Daniel Eble Daniel Eble's JP Morgan Chase Bank, N.A. Experience June 2013 - Present
Job JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2013 - Present
JPMorgan Chase March 2010 - Present
JPMorgan Chase March 2010 - June 2013
JPMorgan Chase March 2010 - May 2013
Lyric Opera of Chicago July 2005 - February 2010
Education
St. Ambrose University 2004 — 2009
Business, Marketing & Finance
JP Morgan Chase Bank, N.A. June 2013 - Present
JPMorgan Chase March 2010 - Present
JPMorgan Chase March 2010 - June 2013
JPMorgan Chase March 2010 - May 2013
Lyric Opera of Chicago July 2005 - February 2010
Education
St. Ambrose University 2004 — 2009
Business, Marketing & Finance
Brian Hopper's JP Morgan Chase Bank, N.A. Experience December 2009 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. December 2009 - Present
Southern Connecticut Youth Hockey June 2009 - Present
Northwestern Mutual Financial Network June 2009 - October 2009
Nowak & Nowak January 2009 - May 2009
Rochester Big and Tall May 2008 - August 2008
Private Hockey Camp 2006 - 2008
Choyce Peterson Inc. 2006 - 2007
Education
Saint Michael's College 2005 — 2009
Bachelors of Science, Mathematics, Minor in Finance
JP Morgan Chase Bank, N.A. December 2009 - Present
Southern Connecticut Youth Hockey June 2009 - Present
Northwestern Mutual Financial Network June 2009 - October 2009
Nowak & Nowak January 2009 - May 2009
Rochester Big and Tall May 2008 - August 2008
Private Hockey Camp 2006 - 2008
Choyce Peterson Inc. 2006 - 2007
Education
Saint Michael's College 2005 — 2009
Bachelors of Science, Mathematics, Minor in Finance
Heather Hurmiz Heather Hurmiz's JP Morgan Chase Bank, N.A. Experience February 2014 - Present
Job Relationship Banker II at J.P Morgan Chase Bank, N.A.
Industry Marketing and Advertising
Experience
JP Morgan Chase Bank, N.A. February 2014 - Present
The San Diego Padres February 2014 - December 2014
Beyond Key Systems Pvt Ltd December 2012 - June 2013
Wells Fargo September 2010 - September 2012
Education
San Diego State University-California State University 2009 — 2013
Integrated Marketing and Communications, Marketing
University of Oxford 2012 — 2013
International Relations and Affairs
Valhalla High School 2005 — 2009
JP Morgan Chase Bank, N.A. February 2014 - Present
The San Diego Padres February 2014 - December 2014
Beyond Key Systems Pvt Ltd December 2012 - June 2013
Wells Fargo September 2010 - September 2012
Education
San Diego State University-California State University 2009 — 2013
Integrated Marketing and Communications, Marketing
University of Oxford 2012 — 2013
International Relations and Affairs
Valhalla High School 2005 — 2009
Perry Bean's JP Morgan Chase Bank, N.A. Experience November 2014 - February 2015
Job Freelance Research Associate at The Cheyenne Group
Industry Investment Management
Experience
The Cheyenne Group June 2015 - Present
JP Morgan Chase Bank, N.A. November 2014 - February 2015
The Cheyenne Group September 2013 - October 2014
MetLife January 2013 - June 2013
The Cheyenne Group November 2011 - November 2012
Morgan Stanley Wealth Management October 2009 - September 2011
Morgan Stanley Wealth Management July 2008 - October 2009
Morgan Stanley Wealth Management March 2007 - June 2008
Skills
Finance, Investments, Management, Portfolio Management, Leadership, Strategic Planning, Financial Analysis, Microsoft Office, Customer Service, Financial Modeling
Education
University of San Diego 2004 — 2008
BA, Business Administration
Canterbury School 2002 — 2004
Bachelor's degree
The Cheyenne Group June 2015 - Present
JP Morgan Chase Bank, N.A. November 2014 - February 2015
The Cheyenne Group September 2013 - October 2014
MetLife January 2013 - June 2013
The Cheyenne Group November 2011 - November 2012
Morgan Stanley Wealth Management October 2009 - September 2011
Morgan Stanley Wealth Management July 2008 - October 2009
Morgan Stanley Wealth Management March 2007 - June 2008
Skills
Finance, Investments, Management, Portfolio Management, Leadership, Strategic Planning, Financial Analysis, Microsoft Office, Customer Service, Financial Modeling
Education
University of San Diego 2004 — 2008
BA, Business Administration
Canterbury School 2002 — 2004
Bachelor's degree
Andre Mann's JP Morgan Chase Bank, N.A. Experience 2004 - Present
Job Private Client Banker
Industry Banking
Experience
JP Morgan Chase Bank, N.A. 2004 - Present
Wit Capital/Soundview Technology July 1999 - December 2000
Sunwind Energies Ltd. 1992 - 1996
Education
New York University
Masterâs Degree, Real Estate
Stanford University
Bachelorâs Degree, Economics/ Industrial Engineering
Washington International School
I.B.
British School of Brussels
Queen's College
JP Morgan Chase Bank, N.A. 2004 - Present
Wit Capital/Soundview Technology July 1999 - December 2000
Sunwind Energies Ltd. 1992 - 1996
Education
New York University
Masterâs Degree, Real Estate
Stanford University
Bachelorâs Degree, Economics/ Industrial Engineering
Washington International School
I.B.
British School of Brussels
Queen's College
Scott Ulmer's JP Morgan Chase Bank, N.A. Experience November 2013 - Present
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2013 - Present
PNC Investments April 2012 - November 2013
Merrill Lynch April 2010 - May 2012
Optimum Benefit Group June 2009 - September 2010
CitiMortgage April 2005 - December 2008
InterFirst April 1988 - April 2005
ABN Amro 1988 - 2005
Education
University of Michigan 1983 — 1987
JP Morgan Chase Bank, N.A. November 2013 - Present
PNC Investments April 2012 - November 2013
Merrill Lynch April 2010 - May 2012
Optimum Benefit Group June 2009 - September 2010
CitiMortgage April 2005 - December 2008
InterFirst April 1988 - April 2005
ABN Amro 1988 - 2005
Education
University of Michigan 1983 — 1987
Paul Lang's JP Morgan Chase Bank, N.A. Experience June 1991 - Present
Job Private Client Advisor, JPMorgan Chase Bank, NA
Industry Investment Management
Experience
JP Morgan Chase Bank, N.A. June 1991 - Present
Education
Marquette University 1984 — 1989
Marquette University High School
Class of 1984
JP Morgan Chase Bank, N.A. June 1991 - Present
Education
Marquette University 1984 — 1989
Marquette University High School
Class of 1984
Jessica Migliaccio's JP Morgan Chase Bank, N.A. Experience October 2013 - Present
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Hospitality
Experience
JP Morgan Chase Bank, N.A. October 2013 - Present
Cutting Edge Health and Fitness October 2012 - October 2013
Watermark Country Club August 2008 - October 2009
State Farm Insurance August 2007 - August 2008
Andiamo August 2006 - May 2007
Five Lakes Grill and Catering May 2006 - August 2006
The Rivera Cafe August 2004 - May 2006
Super Bowl XL - Levy Restaurants February 2006 - February 2006
Quay Street Brewery July 2001 - August 2004
Skills
Restaurants, Sales, Customer Service, Management, Time Management, Hospitality Management, Marketing Strategy, Menu Development, Wine, Banquets, Sales Management, Fine Dining, Insurance, Life Insurance, Health Insurance, Property and Casualty..., Notary Public, Auto Loans
Education
Michigan State University 2003 — 2007
Bachelors of Arts Degree, Hospitality Business
JP Morgan Chase Bank, N.A. October 2013 - Present
Cutting Edge Health and Fitness October 2012 - October 2013
Watermark Country Club August 2008 - October 2009
State Farm Insurance August 2007 - August 2008
Andiamo August 2006 - May 2007
Five Lakes Grill and Catering May 2006 - August 2006
The Rivera Cafe August 2004 - May 2006
Super Bowl XL - Levy Restaurants February 2006 - February 2006
Quay Street Brewery July 2001 - August 2004
Skills
Restaurants, Sales, Customer Service, Management, Time Management, Hospitality Management, Marketing Strategy, Menu Development, Wine, Banquets, Sales Management, Fine Dining, Insurance, Life Insurance, Health Insurance, Property and Casualty..., Notary Public, Auto Loans
Education
Michigan State University 2003 — 2007
Bachelors of Arts Degree, Hospitality Business
Shawn Hunt's JP Morgan Chase Bank, N.A. Experience December 2010 - Present
Job Associate
Industry Banking
Experience
JP Morgan Chase Bank, N.A. December 2010 - Present
JP Morgan Chase January 2010 - December 2010
Chase Home Finance September 2007 - December 2009
Alliance Data July 2006 - August 2007
J.P. Morgan Trust Company, N.A. June 2004 - July 2006
Chase Home Finance March 2003 - June 2004
Chase Home Finance August 2000 - March 2003
Chase Home Finance February 1999 - August 2000
Skills
Banking, Mortgage Lending, Mortgage Banking, Loans, Operational Risk, Consumer Lending, Risk Management, Management, Credit Analysis, Underwriting, Credit, Financial Services, Commercial Lending, Portfolio Management, Credit Risk
Education
The Ohio State University 1992 — 1998
Bachelor of Arts, Economics
JP Morgan Chase Bank, N.A. December 2010 - Present
JP Morgan Chase January 2010 - December 2010
Chase Home Finance September 2007 - December 2009
Alliance Data July 2006 - August 2007
J.P. Morgan Trust Company, N.A. June 2004 - July 2006
Chase Home Finance March 2003 - June 2004
Chase Home Finance August 2000 - March 2003
Chase Home Finance February 1999 - August 2000
Skills
Banking, Mortgage Lending, Mortgage Banking, Loans, Operational Risk, Consumer Lending, Risk Management, Management, Credit Analysis, Underwriting, Credit, Financial Services, Commercial Lending, Portfolio Management, Credit Risk
Education
The Ohio State University 1992 — 1998
Bachelor of Arts, Economics
Warren Stansberry's JP Morgan Chase Bank, N.A. Experience 2010 - Present
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, NA 2010 - Present
Quest Capital Strategies, Inc. May 2009 - September 2010
UBS Wealth Management November 2007 - May 2009
Stanco Metal Products, Inc. October 2005 - August 2007
Genesis Lending August 2002 - September 2005
Merrill Lynch January 2000 - May 2000
Education
Arizona State University - W. P. Carey School of Business 1997 — 2001
BS, Business (Small Business & Entrepreneurship)
JP Morgan Chase Bank, NA 2010 - Present
Quest Capital Strategies, Inc. May 2009 - September 2010
UBS Wealth Management November 2007 - May 2009
Stanco Metal Products, Inc. October 2005 - August 2007
Genesis Lending August 2002 - September 2005
Merrill Lynch January 2000 - May 2000
Education
Arizona State University - W. P. Carey School of Business 1997 — 2001
BS, Business (Small Business & Entrepreneurship)
Paul Avegno's JP Morgan Chase Bank, N.A. Experience April 2013 - Present
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank, N.A. April 2013 - Present
Education
University of New Orleans
MBA
JP Morgan Chase Bank, N.A. April 2013 - Present
Education
University of New Orleans
MBA
Melvin Dixon's JP Morgan Chase Bank, N.A. Experience March 2011 - Present
Job Relationship Banker
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2011 - Present
JP Morgan Chase Bank, N.A. March 2011 - Present
Britain Chevrolet February 2010 - January 2011
Vascular Health L.L.C. December 2006 - January 2010
Skills
Management, Sales, Banking, Credit, Leadership, Team Building, Loans, Business Development, Strategic Planning, Microsoft Office, Retail Banking, Microsoft Excel, Public Speaking, Microsoft Word, Mortgage Banking, Project Management, Mortgage Lending, Marketing, Relationship Management, Cross Selling, Public Relations, People Skills, Time Management, Customer Relations, Account Management, Operations Management, Lines Of Credit, Customer Service
Education
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Science, Business Management
University of North Carolina at Wilmington 1991 — 1995
BS, Business Management
JPMorgan Chase Bank, N.A. March 2011 - Present
JP Morgan Chase Bank, N.A. March 2011 - Present
Britain Chevrolet February 2010 - January 2011
Vascular Health L.L.C. December 2006 - January 2010
Skills
Management, Sales, Banking, Credit, Leadership, Team Building, Loans, Business Development, Strategic Planning, Microsoft Office, Retail Banking, Microsoft Excel, Public Speaking, Microsoft Word, Mortgage Banking, Project Management, Mortgage Lending, Marketing, Relationship Management, Cross Selling, Public Relations, People Skills, Time Management, Customer Relations, Account Management, Operations Management, Lines Of Credit, Customer Service
Education
University of North Carolina at Wilmington 1991 — 1995
Bachelor of Science, Business Management
University of North Carolina at Wilmington 1991 — 1995
BS, Business Management
Parker Gold's JP Morgan Chase Bank, N.A. Experience August 2009 - September 2014
Job Financial Analyst at Citi
Industry Banking
Experience
Citi September 2014 - Present
JP Morgan Chase Bank, N.A. August 2009 - September 2014
Washington Mutual Bank August 2007 - April 2009
Washington Mutual Bank July 2005 - August 2007
Washington Mutual Bank March 2002 - July 2005
Washington Mutual Bank December 2001 - March 2002
Education
University of Florida
University of PhoenixMay 2004
Bachelor of Science, Business Management
Citi September 2014 - Present
JP Morgan Chase Bank, N.A. August 2009 - September 2014
Washington Mutual Bank August 2007 - April 2009
Washington Mutual Bank July 2005 - August 2007
Washington Mutual Bank March 2002 - July 2005
Washington Mutual Bank December 2001 - March 2002
Education
University of Florida
University of PhoenixMay 2004
Bachelor of Science, Business Management
Amy K. Chou's JP Morgan Chase Bank, N.A. Experience September 2014 - Present
Job Private Client Investment Associate JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2014 - Present
CUNA Mutual Group March 2009 - September 2014
Fidelity Investments October 2008 - March 2009
New York Life Insurance December 2007 - October 2008
CUNA Mutual Group September 2005 - December 2007
Education
New Jersey City University 1999 — 2004
JP Morgan Chase Bank, N.A. September 2014 - Present
CUNA Mutual Group March 2009 - September 2014
Fidelity Investments October 2008 - March 2009
New York Life Insurance December 2007 - October 2008
CUNA Mutual Group September 2005 - December 2007
Education
New Jersey City University 1999 — 2004
Mai Lieu's JP Morgan Chase Bank, N.A. Experience December 2009 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank, N.A. December 2009 - Present
New York Life Insurance Company September 2007 - September 2009
Washington Mutual Home Loans March 2003 - December 2006
Education
Triton-College
JP Morgan Chase Bank, N.A. December 2009 - Present
New York Life Insurance Company September 2007 - September 2009
Washington Mutual Home Loans March 2003 - December 2006
Education
Triton-College
Louis Ferriello's JP Morgan Chase Bank, N.A. Experience November 2011 - Present
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2011 - Present
Lord Abbett December 2010 - September 2011
Xerox Corporation March 2006 - November 2010
Education
New York University 2012 — 2014
Candidate for Certified Financial Planner
Investment Banking Institute 2010 — 2010
New England College 2000 — 2004
BS, Marketing
JP Morgan Chase Bank, N.A. November 2011 - Present
Lord Abbett December 2010 - September 2011
Xerox Corporation March 2006 - November 2010
Education
New York University 2012 — 2014
Candidate for Certified Financial Planner
Investment Banking Institute 2010 — 2010
New England College 2000 — 2004
BS, Marketing
Donald Ghee's JP Morgan Chase Bank, N.A. Experience 2005 - November 2010
Job Retail Risk Manager at JPMorgan Chase Bank
Industry Banking
Experience
JPMorgan Chase Bank, N.A. November 2011 - Present
JPMorgan Chase Bank, N.A. June 1986 - Present
JPMorgan Chase Bank, N.A. November 2010 - November 2011
JP Morgan Chase Bank, N.A. 2005 - November 2010
Skills
Risk Management, Financial Risk, Internal Controls, Banking, Operational Risk, Business Strategy, Process Improvement, Fraud, Operational Risk..., Compliance, Change Management, Retail Banking, Commercial Banking, Cross-functional Team..., Portfolio Management, Credit, Financial Services, Financial Analysis
Education
Polytechnic University of New York 1975 — 1978
MS in Management, Finance and Business Economics
Saint Louis University 1968 — 1971
BS, Aeronautics
Montour High School 1964 — 1967
JPMorgan Chase Bank, N.A. November 2011 - Present
JPMorgan Chase Bank, N.A. June 1986 - Present
JPMorgan Chase Bank, N.A. November 2010 - November 2011
JP Morgan Chase Bank, N.A. 2005 - November 2010
Skills
Risk Management, Financial Risk, Internal Controls, Banking, Operational Risk, Business Strategy, Process Improvement, Fraud, Operational Risk..., Compliance, Change Management, Retail Banking, Commercial Banking, Cross-functional Team..., Portfolio Management, Credit, Financial Services, Financial Analysis
Education
Polytechnic University of New York 1975 — 1978
MS in Management, Finance and Business Economics
Saint Louis University 1968 — 1971
BS, Aeronautics
Montour High School 1964 — 1967
Wes McCrimmon's JP Morgan Chase Bank, N.A. Experience July 2008 - November 2009
Job Regional Sales Director Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners April 2014 - Present
Deutsche Asset & Wealth Management June 2010 - April 2014
JPMorgan Chase November 2009 - July 2010
JP Morgan Chase Bank, N.A. July 2008 - November 2009
Kemper Mortgage Inc August 2005 - February 2008
Education
University of Idaho 2001 — 2005
BS, Finance
Hamilton High School
Franklin Square Capital Partners April 2014 - Present
Deutsche Asset & Wealth Management June 2010 - April 2014
JPMorgan Chase November 2009 - July 2010
JP Morgan Chase Bank, N.A. July 2008 - November 2009
Kemper Mortgage Inc August 2005 - February 2008
Education
University of Idaho 2001 — 2005
BS, Finance
Hamilton High School
Nina DiNicuolo's JP Morgan Chase Bank, N.A. Experience October 2011 - December 2014
Job Sr. Premier Relationship Officer
Industry Investment Management
Experience
HSBC Securities June 2015 - Present
JP Morgan Chase Bank, N.A. October 2011 - December 2014
JP Morgan Chase Bank, N.A. June 2007 - October 2011
Argent Mortgage Company March 2002 - April 2007
Education
State University of New York at Stony Brook 1986 — 1990
Bachelor's Degree, Italian Studies
Cardinal Spellman High School 1982 — 1986
HSBC Securities June 2015 - Present
JP Morgan Chase Bank, N.A. October 2011 - December 2014
JP Morgan Chase Bank, N.A. June 2007 - October 2011
Argent Mortgage Company March 2002 - April 2007
Education
State University of New York at Stony Brook 1986 — 1990
Bachelor's Degree, Italian Studies
Cardinal Spellman High School 1982 — 1986
Kasim B Carter's JP Morgan Chase Bank, N.A. Experience April 2004 - Present
Job at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. April 2004 - Present
JP Morgan Chase Bank, N.A. April 2004 - Present
JP Morgan Chase Bank, N.A. April 2004 - October 2013
Northwestern Mutual Life December 2001 - April 2004
Education
Rutgers, The State University of New Jersey-Newark
JP Morgan Chase Bank, N.A. April 2004 - Present
JP Morgan Chase Bank, N.A. April 2004 - Present
JP Morgan Chase Bank, N.A. April 2004 - October 2013
Northwestern Mutual Life December 2001 - April 2004
Education
Rutgers, The State University of New Jersey-Newark
Cecilia Swain's JP Morgan Chase Bank, N.A. Experience April 2009 - Present
Job JP Morgan Chase Bank, N.A,Vice President, Chase Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2009 - Present
Bank of America 2008 - 2009
Bank of America/Banc of America 2008 - 2009
Atlas Securities January 1994 - February 2007
Education
Saint Mary's College of California 1985 — 1987
BA, Business Management
JP Morgan Chase Bank, N.A. April 2009 - Present
Bank of America 2008 - 2009
Bank of America/Banc of America 2008 - 2009
Atlas Securities January 1994 - February 2007
Education
Saint Mary's College of California 1985 — 1987
BA, Business Management
Justin Sandoval's JP Morgan Chase Bank, N.A. Experience December 2010 - July 2014
Job Client Service Professional
Industry Banking
Experience
JPMorgan Chase August 2014 - Present
JP Morgan Chase Bank, N.A. December 2010 - July 2014
Education
Quinnipiac University - School of Business 2007 — 2010
Bachelor of Science (B.S.), Business Management
JPMorgan Chase August 2014 - Present
JP Morgan Chase Bank, N.A. December 2010 - July 2014
Education
Quinnipiac University - School of Business 2007 — 2010
Bachelor of Science (B.S.), Business Management
James Mcloughlin's JP Morgan Chase Bank, N.A. Experience 1994 - 2004
Job Managing Director MarkitSERV
Industry Investment Banking
Experience
MarkitSERV September 2010 - Present
MarkitSERV September 2009 - September 2010
DTCC August 2008 - September 2009
Citibank March 2005 - August 2008
Citibank April 2004 - January 2005
JP Morgan 1994 - 2004
JP Morgan Chase Bank NA 1994 - 2004
Skills
Securities, Credit Derivatives, Fixed Income, Trading, Derivatives, Equities, FX Options, Swaps, Middle Office, Interest Rate..., Capital Markets, Options, Program Management, Equity Derivatives, Investment Banking, Structured Products, Trading Systems, Prime Brokerage, Collateral Management, Back Office, Operational Risk, Settlement, Risk Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Business Management; Finance
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MarkitSERV September 2010 - Present
MarkitSERV September 2009 - September 2010
DTCC August 2008 - September 2009
Citibank March 2005 - August 2008
Citibank April 2004 - January 2005
JP Morgan 1994 - 2004
JP Morgan Chase Bank NA 1994 - 2004
Skills
Securities, Credit Derivatives, Fixed Income, Trading, Derivatives, Equities, FX Options, Swaps, Middle Office, Interest Rate..., Capital Markets, Options, Program Management, Equity Derivatives, Investment Banking, Structured Products, Trading Systems, Prime Brokerage, Collateral Management, Back Office, Operational Risk, Settlement, Risk Management
Education
Baruch College, City University of New York (CUNY) 1989 — 1994
BBA, Business Management; Finance
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
Robert Bourgeois's JP Morgan Chase Bank, N.A. Experience March 2011 - November 2014
Job Private Client Group Relationship Manager
Industry Banking
Experience
PNC November 2014 - May 2015
JP Morgan Chase Bank, N.A. March 2011 - November 2014
City Of Kenner August 2007 - September 2009
National Multiple Sclerosis Society July 2004 - March 2005
Mr. B Services September 2001 - June 2002
Education
Spring Hill College 1997 — 2001
Bachelor's, Marketing
Jesuit 1992 — 1997
PNC November 2014 - May 2015
JP Morgan Chase Bank, N.A. March 2011 - November 2014
City Of Kenner August 2007 - September 2009
National Multiple Sclerosis Society July 2004 - March 2005
Mr. B Services September 2001 - June 2002
Education
Spring Hill College 1997 — 2001
Bachelor's, Marketing
Jesuit 1992 — 1997
Stephen Reneau Jr.'s JP Morgan Chase Bank, N.A. Experience June 2004 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank, N.A. June 2004 - Present
Washington Mutual Bank August 2004 - September 2009
The Walt Disney Company August 2002 - May 2004
Education
Nova Southeastern University 2012 — 2014
Nova Southeastern University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida 2002 — 2005
BA, Management, Marketing
JP Morgan Chase Bank, N.A. June 2004 - Present
Washington Mutual Bank August 2004 - September 2009
The Walt Disney Company August 2002 - May 2004
Education
Nova Southeastern University 2012 — 2014
Nova Southeastern University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of South Florida 2002 — 2005
BA, Management, Marketing
Daniel Larson's JP Morgan Chase Bank, N.A. Experience November 2014 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A
Industry Retail
Experience
JP Morgan Chase Bank, N.A. November 2014 - Present
PNC October 2013 - November 2014
JPMorgan Chase June 2013 - September 2013
Education
University of Iowa
Bachelor of Science (BS), Economics
JP Morgan Chase Bank, N.A. November 2014 - Present
PNC October 2013 - November 2014
JPMorgan Chase June 2013 - September 2013
Education
University of Iowa
Bachelor of Science (BS), Economics
Daniel Tauberg's JP Morgan Chase Bank, N.A. Experience December 2008 - Present
Job at
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. December 2008 - Present
Indymac Bank October 2006 - August 2007
Cushman & Wakefield July 2005 - September 2005
Skills
Wealth Management, Asset Management, Financial Analysis
Education
University of California, Santa Barbara
Bachelors of Science, Psychology
JP Morgan Chase Bank, N.A. December 2008 - Present
Indymac Bank October 2006 - August 2007
Cushman & Wakefield July 2005 - September 2005
Skills
Wealth Management, Asset Management, Financial Analysis
Education
University of California, Santa Barbara
Bachelors of Science, Psychology
Edwin Aguilar's JP Morgan Chase Bank, N.A. Experience August 2002 - June 2006
Job Experienced Bank Supervisor and Community Advocate
Industry Financial Services
Experience
Regions Financial Corporation July 2015 - Present
Capital One Bank June 2006 - July 2015
JP Morgan Chase Bank N.A August 2002 - June 2006
Skills
Retail Banking, Banking, Cross Selling, Loans, Credit, Consumer Lending, Small Business Lending, Branch Banking, Customer Retention, Customer Service, Coaching, Leadership, Credit Cards, Investments, Sales, Sales Process, Portfolio Management, Relationship Management, Deposits, Branch Management, Financial Services, Loan Servicing, Refinance, Team-oriented, Credit Risk, Management, Commercial Banking
Education
Texas State University 2002 — 2006
Austin Community College 1999 — 2002
Associate Degree, Semiconductor Engineering
Regions Financial Corporation July 2015 - Present
Capital One Bank June 2006 - July 2015
JP Morgan Chase Bank N.A August 2002 - June 2006
Skills
Retail Banking, Banking, Cross Selling, Loans, Credit, Consumer Lending, Small Business Lending, Branch Banking, Customer Retention, Customer Service, Coaching, Leadership, Credit Cards, Investments, Sales, Sales Process, Portfolio Management, Relationship Management, Deposits, Branch Management, Financial Services, Loan Servicing, Refinance, Team-oriented, Credit Risk, Management, Commercial Banking
Education
Texas State University 2002 — 2006
Austin Community College 1999 — 2002
Associate Degree, Semiconductor Engineering
David Hyun's JP Morgan Chase Bank, N.A. Experience May 2000 - April 2008
Job Financial Services Professional
Industry Financial Services
Experience
Coldwell Banker George Realty April 2011 - Present
Coldwell Banker George Realty 2011 - 2011
JP Morgan Chase Bank, N.A. May 2000 - April 2008
Skills
Real Estate, Investment Properties, Residential Homes, Short Sales, REO, Foreclosures, First Time Home Buyers, Investors, Single Family Homes, Real Estate Transactions, Sellers
Education
Massachusetts Institute of Technology
Master of Architecture, Architecture
University of Southern California
Bachelor of Architecture, Architecture
University of Southern California - Marshall School of Business
MBA, Real Estate Finance & Development
Coldwell Banker George Realty April 2011 - Present
Coldwell Banker George Realty 2011 - 2011
JP Morgan Chase Bank, N.A. May 2000 - April 2008
Skills
Real Estate, Investment Properties, Residential Homes, Short Sales, REO, Foreclosures, First Time Home Buyers, Investors, Single Family Homes, Real Estate Transactions, Sellers
Education
Massachusetts Institute of Technology
Master of Architecture, Architecture
University of Southern California
Bachelor of Architecture, Architecture
University of Southern California - Marshall School of Business
MBA, Real Estate Finance & Development
James Julich's JP Morgan Chase Bank, N.A. Experience 2006 - Present
Job Morgan Stanley
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. 2006 - Present
Financial Network Investment Corporation, Member SIPC 2004 - 2006
Skills
Finance, Management, Customer Service, Financial Services, Investments, Marketing, Leadership, New Business Development, Financial Planning
Education
Rowan University 1999 — 2004
BA, Finance and Marketing
JP Morgan Chase Bank, N.A. 2006 - Present
Financial Network Investment Corporation, Member SIPC 2004 - 2006
Skills
Finance, Management, Customer Service, Financial Services, Investments, Marketing, Leadership, New Business Development, Financial Planning
Education
Rowan University 1999 — 2004
BA, Finance and Marketing
Joseph Di Peri's JP Morgan Chase Bank, N.A. Experience June 2013 - Present
Job VP Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2013 - Present
J.P. Morgan Securities, LLC July 2011 - June 2013
JP Morgan Chase Bank, N.A. January 2010 - July 2011
MetLife Financial Services April 2008 - December 2008
Education
Oregon State University 2004 — 2009
B.S, Business Administration, Finance Option
JP Morgan Chase Bank, N.A. June 2013 - Present
J.P. Morgan Securities, LLC July 2011 - June 2013
JP Morgan Chase Bank, N.A. January 2010 - July 2011
MetLife Financial Services April 2008 - December 2008
Education
Oregon State University 2004 — 2009
B.S, Business Administration, Finance Option
Steve Juncaj's JP Morgan Chase Bank, N.A. Experience June 2010 - Present
Job Finance/Sales Professional
Industry Banking
Experience
JP Morgan Chase Bank, N.A. June 2010 - Present
MatchRX December 2009 - June 2010
Avenue Diner August 2008 - January 2010
Skills
Banking, Credit, Financial Analysis, Sales, Customer Service, Strategic Planning, Business Analysis, Marketing, Loans, Management, Corporate Finance, Sales Management, Account Management, Social Networking, Mortgage Lending, Team Leadership, Team Building, Advertising
Education
Oakland University 2001 — 2007
BS, HR Managment
JP Morgan Chase Bank, N.A. June 2010 - Present
MatchRX December 2009 - June 2010
Avenue Diner August 2008 - January 2010
Skills
Banking, Credit, Financial Analysis, Sales, Customer Service, Strategic Planning, Business Analysis, Marketing, Loans, Management, Corporate Finance, Sales Management, Account Management, Social Networking, Mortgage Lending, Team Leadership, Team Building, Advertising
Education
Oakland University 2001 — 2007
BS, HR Managment
Elinor Y Lee's JP Morgan Chase Bank, N.A. Experience August 2004 - June 2009
Job VP Premier Relationship Manager at HSBC Bank USA, N.A.
Industry Banking
Experience
HSBC Bank USA, N.A. December 2012 - August 2014
Ballon Stoll Bader & Nadler, P.C April 2011 - July 2012
World Financial Group, Inc. September 2010 - November 2011
JP Morgan Chase Bank, N.A. August 2004 - June 2009
Shanghai Commercial Bank, Ltd., NY Branch March 2003 - July 2004
AXA Advisors, LLC August 2002 - January 2003
The Chinatrust Commercial Bank, NY Branch April 2000 - October 2001
The Malayan Banking Berhad, NY Branch May 1997 - March 2000
International Commercial Bank of China April 1991 - April 1997
Skills
Securities, Estate Planning, Series 7, Insurance, Series 63, Mutual Funds, 401k, Investments, Wealth Management, Fixed Annuities, Risk Management, Credit Analysis, Financial Analysis, Commercial Lending, Construction Loan, Consumer Loan, Credit Administration, Loan Administration, Portfolio Management, Credit, Loans, Banking, Financial Risk, Legal Writing, Finance, Financial Services, Credit Risk, Due Diligence, Underwriting, Structured Finance, Retirement Planning, Funding, Management, Analysis, Asset Management, Microsoft Office
Education
New York University
Certificate, Credit and Financial Analysis
New York University
Certificate, Financial Risk Management
New York University
Diploma, Paralegal
University of Manitoba
BA, Economics, Programming
HSBC Bank USA, N.A. December 2012 - August 2014
Ballon Stoll Bader & Nadler, P.C April 2011 - July 2012
World Financial Group, Inc. September 2010 - November 2011
JP Morgan Chase Bank, N.A. August 2004 - June 2009
Shanghai Commercial Bank, Ltd., NY Branch March 2003 - July 2004
AXA Advisors, LLC August 2002 - January 2003
The Chinatrust Commercial Bank, NY Branch April 2000 - October 2001
The Malayan Banking Berhad, NY Branch May 1997 - March 2000
International Commercial Bank of China April 1991 - April 1997
Skills
Securities, Estate Planning, Series 7, Insurance, Series 63, Mutual Funds, 401k, Investments, Wealth Management, Fixed Annuities, Risk Management, Credit Analysis, Financial Analysis, Commercial Lending, Construction Loan, Consumer Loan, Credit Administration, Loan Administration, Portfolio Management, Credit, Loans, Banking, Financial Risk, Legal Writing, Finance, Financial Services, Credit Risk, Due Diligence, Underwriting, Structured Finance, Retirement Planning, Funding, Management, Analysis, Asset Management, Microsoft Office
Education
New York University
Certificate, Credit and Financial Analysis
New York University
Certificate, Financial Risk Management
New York University
Diploma, Paralegal
University of Manitoba
BA, Economics, Programming
Krystal DeLeon's JP Morgan Chase Bank, N.A. Experience June 2014 - Present
Job My success is my passion for people and making things better.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2014 - Present
Herbalife September 2013 - Present
JPMorgan Chase January 2013 - Present
Elias Custom Home & Design Inc June 2012 - Present
JPMorgan Chase July 2010 - Present
Foot Locker, Inc 2008 - 2010
Skills
Store Management, Visual Merchandising, Retail, Loss Prevention, Store Operations, Merchandising, Retail Sales, Merchandise Planning, Driving Results, Profit, Marketing, Leadership, Assortment, District Management, Window Displays, Multi-Unit Management, Administrative..., Counselor Training, Employee Training, Sales, Inventory Management, Training, Inventory Control, Recruiting, Employee Management, Customer Service, Outlook, People Skills, Telephone Skills, Cold Calling, Sales Presentations, Business Networking, SBA
Education
Texas Tech University 2003 — 2008
Bachelor of Science (B.S.), Human Development and Family Studies, General
Texas Tech University 2003 — 2008
Human Sciences, Addiction Prevention and Treatment
JP Morgan Chase Bank, N.A. June 2014 - Present
Herbalife September 2013 - Present
JPMorgan Chase January 2013 - Present
Elias Custom Home & Design Inc June 2012 - Present
JPMorgan Chase July 2010 - Present
Foot Locker, Inc 2008 - 2010
Skills
Store Management, Visual Merchandising, Retail, Loss Prevention, Store Operations, Merchandising, Retail Sales, Merchandise Planning, Driving Results, Profit, Marketing, Leadership, Assortment, District Management, Window Displays, Multi-Unit Management, Administrative..., Counselor Training, Employee Training, Sales, Inventory Management, Training, Inventory Control, Recruiting, Employee Management, Customer Service, Outlook, People Skills, Telephone Skills, Cold Calling, Sales Presentations, Business Networking, SBA
Education
Texas Tech University 2003 — 2008
Bachelor of Science (B.S.), Human Development and Family Studies, General
Texas Tech University 2003 — 2008
Human Sciences, Addiction Prevention and Treatment
Deirdre Holland's JP Morgan Chase Bank, N.A. Experience September 2013 - Present
Job Vice President at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2013 - Present
Merrill Lynch August 2012 - September 2013
Morgan Stanley Smith Barney 2000 - 2012
Morgan Stanley Dean Witter 1983 - 2000
Education
Pace University - Lubin School of Business
Bachelor of Arts (B.A.), Economics
JP Morgan Chase Bank, N.A. September 2013 - Present
Merrill Lynch August 2012 - September 2013
Morgan Stanley Smith Barney 2000 - 2012
Morgan Stanley Dean Witter 1983 - 2000
Education
Pace University - Lubin School of Business
Bachelor of Arts (B.A.), Economics
Michelle Khodadian's JP Morgan Chase Bank, N.A. Experience November 2013 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2013 - Present
Wells Fargo March 2012 - November 2013
Broadway Mortgage Corp. & Discover Realty, Inc. May 2007 - March 2012
Sony Pictures Entertainment June 2011 - August 2011
OSEA International January 2011 - April 2011
MO & M Investment LLC August 2009 - August 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, SEER Certificate
University of San Francisco 2002 — 2007
BS in Finance & BA in Economics
Flintridge Preparatory School and Salem Lutheran School
JP Morgan Chase Bank, N.A. November 2013 - Present
Wells Fargo March 2012 - November 2013
Broadway Mortgage Corp. & Discover Realty, Inc. May 2007 - March 2012
Sony Pictures Entertainment June 2011 - August 2011
OSEA International January 2011 - April 2011
MO & M Investment LLC August 2009 - August 2010
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, SEER Certificate
University of San Francisco 2002 — 2007
BS in Finance & BA in Economics
Flintridge Preparatory School and Salem Lutheran School
Derrick Gin's JP Morgan Chase Bank, N.A. Experience November 2014 - Present
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2014 - Present
JP Morgan Securities LLC April 2014 - October 2014
Citi September 2011 - April 2014
Signature Resources February 2009 - July 2011
Capital Strategies Group April 2004 - February 2009
Northwestern Mutual April 2001 - April 2004
Education
Meiji Gakuin University 2000 — 2000
Global Security and Economic Development Program
University of California, San Diego 1997 — 2000
BA, Economics and Political Science
JP Morgan Chase Bank, N.A. November 2014 - Present
JP Morgan Securities LLC April 2014 - October 2014
Citi September 2011 - April 2014
Signature Resources February 2009 - July 2011
Capital Strategies Group April 2004 - February 2009
Northwestern Mutual April 2001 - April 2004
Education
Meiji Gakuin University 2000 — 2000
Global Security and Economic Development Program
University of California, San Diego 1997 — 2000
BA, Economics and Political Science
Scott Whitesel's JP Morgan Chase Bank, N.A. Experience April 2011 - Present
Job Personal Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. April 2011 - Present
Verizon Wireless May 2005 - October 2010
Education
The Ohio State University 1999 — 2004
BS in Education, Sport and Exercise Science
JP Morgan Chase Bank, N.A. April 2011 - Present
Verizon Wireless May 2005 - October 2010
Education
The Ohio State University 1999 — 2004
BS in Education, Sport and Exercise Science
Roxanne Natale-VanBlarcom's JP Morgan Chase Bank, N.A. Experience April 2012 - Present
Job Private Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. April 2012 - Present
JP Morgan Chase Bank,N.A. May 2011 - May 2012
Wachovia, A Wells Fargo Company July 1998 - December 2010
Education
Towson University 1992 — 1993
accounting/business
JP Morgan Chase Bank, N.A. April 2012 - Present
JP Morgan Chase Bank,N.A. May 2011 - May 2012
Wachovia, A Wells Fargo Company July 1998 - December 2010
Education
Towson University 1992 — 1993
accounting/business
Christian Goebel's JP Morgan Chase Bank, N.A. Experience June 2007 - Present
Job Executive Director, Market Director
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2007 - Present
Education
University of Iowa
JP Morgan Chase Bank, N.A. June 2007 - Present
Education
University of Iowa
Kristina Ivey's JP Morgan Chase Bank, N.A. Experience February 2012 - Present
Job Private Client banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. February 2012 - Present
JP Morgan Chase Bank, N.A. November 2004 - February 2012
Education
The University of Texas at Dallas 2001 — 2004
Bachelor of Science, Business Administration
JP Morgan Chase Bank, N.A. February 2012 - Present
JP Morgan Chase Bank, N.A. November 2004 - February 2012
Education
The University of Texas at Dallas 2001 — 2004
Bachelor of Science, Business Administration
Jared Lohden's JP Morgan Chase Bank, N.A. Experience January 2014 - Present
Job Private Client Banker at J.P Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P Morgan Chase Bank N.A. January 2014 - Present
Education
University of Florida 2006 — 2010
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION, management
J.P Morgan Chase Bank N.A. January 2014 - Present
Education
University of Florida 2006 — 2010
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION, management
Rachel Grady Freese's JP Morgan Chase Bank, N.A. Experience April 2005 - Present
Job Mortgage at JP Morgan Chase bank, NA
Industry Financial Services
Experience
JP Morgan Chase bank, NA April 2005 - Present
Skills
Customer Relations, Excel, Investments, Customer Service
Education
Baylor University 1998 — 2002
JP Morgan Chase bank, NA April 2005 - Present
Skills
Customer Relations, Excel, Investments, Customer Service
Education
Baylor University 1998 — 2002
Laurie Osborne's JP Morgan Chase Bank, N.A. Experience April 1981 - August 2014
Job Documentation Specialist II, STAR Financial Bank
Industry Financial Services
Experience
STAR Financial Bank June 2015 - Present
JP Morgan Chase Bank, N.A. April 1981 - August 2014
Bank One Credit Company 1998 - 2000
NBD Bank 1992 - 1998
INB National Bank 1986 - 1992
Skills
Banking, Middle Office, Mortgage Banking, Commercial Documentation, Collateral Management, Real Estate Transactions, Commercial Lending, Financial Services, Commercial Banking
Education
Northwood University 1978 — 1980
Associate's degree, Business Administration and Management, General
Douglas MacArthur High School 1973 — 1977
STAR Financial Bank June 2015 - Present
JP Morgan Chase Bank, N.A. April 1981 - August 2014
Bank One Credit Company 1998 - 2000
NBD Bank 1992 - 1998
INB National Bank 1986 - 1992
Skills
Banking, Middle Office, Mortgage Banking, Commercial Documentation, Collateral Management, Real Estate Transactions, Commercial Lending, Financial Services, Commercial Banking
Education
Northwood University 1978 — 1980
Associate's degree, Business Administration and Management, General
Douglas MacArthur High School 1973 — 1977
Calin Pope's JP Morgan Chase Bank, N.A. Experience October 2012 - Present
Job Relationship Banker at J.P.Morgan Chase
Industry Real Estate
Experience
JP Morgan Chase Bank, N.A. October 2012 - Present
Lock Up Development Cort March 2005 - October 2012
Olen Properties October 2002 - April 2004
Education
Loyola University of Chicago 1989 — 1994
Business Administration, Accounting
Gordon Tech High School 1984 — 1989
College Prep
JP Morgan Chase Bank, N.A. October 2012 - Present
Lock Up Development Cort March 2005 - October 2012
Olen Properties October 2002 - April 2004
Education
Loyola University of Chicago 1989 — 1994
Business Administration, Accounting
Gordon Tech High School 1984 — 1989
College Prep
Brett Cordtz's JP Morgan Chase Bank, N.A. Experience December 2006 - Present
Job Relationship Banker at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA December 2006 - Present
Antelope Valley Auto Group January 2004 - September 2006
Skills
Portfolio Management, Sales, Retail Banking, Credit Analysis, Relationship Management, Insurance, Loan Origination, Consumer Lending, Commercial Banking, Financial Planning
Education
Antelope Valley College
Criminal Justice and Corrections
JP Morgan Chase Bank NA December 2006 - Present
Antelope Valley Auto Group January 2004 - September 2006
Skills
Portfolio Management, Sales, Retail Banking, Credit Analysis, Relationship Management, Insurance, Loan Origination, Consumer Lending, Commercial Banking, Financial Planning
Education
Antelope Valley College
Criminal Justice and Corrections
Peter Daley's JP Morgan Chase Bank, N.A. Experience November 2014 - Present
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. November 2014 - Present
McHenry County College January 2007 - Present
U.S. Bancorp Investments, Inc December 2010 - October 2014
Education
University of Illinois at Chicago 1987 — 1991
Master of Arts (MA), Economics
University of Illinois at Chicago 1979 — 1986
Bachelor of Arts (BA), Economics
Lake Park
JP Morgan Chase Bank, N.A. November 2014 - Present
McHenry County College January 2007 - Present
U.S. Bancorp Investments, Inc December 2010 - October 2014
Education
University of Illinois at Chicago 1987 — 1991
Master of Arts (MA), Economics
University of Illinois at Chicago 1979 — 1986
Bachelor of Arts (BA), Economics
Lake Park
Andres Malango's JP Morgan Chase Bank, N.A. Experience August 2007 - June 2009
Job MBA VP at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
J.P Morgan Chase Bank June 2009 - Present
JP Morgan Chase Bank, N.A. August 2007 - June 2009
AXA Equitables March 2007 - July 2007
Caja de Ahorros de Madrid July 2001 - January 2007
United Nations Headquarters September 1999 - December 1999
Skills
Build Top Rated..., Domestic and..., Employee Development, Fluent in English,..., Loans, English, Banking, Capital Markets, Performance Management, Small Business Lending, Negotiation, Accounting, Sales, Cross Selling, Customer Service, Risk Management, Loan Origination, Retail Banking, Cash Management, Financial Risk, Branch Banking, Finance, Series 63, Leadership, Credit, Series 7, Team Building, Coaching, Branch Management, Credit Risk, Strategic Planning, Recruiting, Lines Of Credit, Consumer Lending, Management, Fixed Income, Mortgage Lending, Investments, Asset Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit Analysis, Financial Analysis, Financial Services, Home Equity Loans, Mortgage Banking, Treasury Management, Relationship Management, Bank Secrecy Act
Education
Keller Graduate School of Management 2011
Master of Business Administration (MBA), Finance; International and Personal Finance
Universidad Complutense de Madrid
BS, Work Psychology
J.P Morgan Chase Bank June 2009 - Present
JP Morgan Chase Bank, N.A. August 2007 - June 2009
AXA Equitables March 2007 - July 2007
Caja de Ahorros de Madrid July 2001 - January 2007
United Nations Headquarters September 1999 - December 1999
Skills
Build Top Rated..., Domestic and..., Employee Development, Fluent in English,..., Loans, English, Banking, Capital Markets, Performance Management, Small Business Lending, Negotiation, Accounting, Sales, Cross Selling, Customer Service, Risk Management, Loan Origination, Retail Banking, Cash Management, Financial Risk, Branch Banking, Finance, Series 63, Leadership, Credit, Series 7, Team Building, Coaching, Branch Management, Credit Risk, Strategic Planning, Recruiting, Lines Of Credit, Consumer Lending, Management, Fixed Income, Mortgage Lending, Investments, Asset Management, Commercial Banking, Commercial Lending, Commercial Mortgages, Credit Analysis, Financial Analysis, Financial Services, Home Equity Loans, Mortgage Banking, Treasury Management, Relationship Management, Bank Secrecy Act
Education
Keller Graduate School of Management 2011
Master of Business Administration (MBA), Finance; International and Personal Finance
Universidad Complutense de Madrid
BS, Work Psychology
donelle arrowsmith's JP Morgan Chase Bank, N.A. Experience March 2012 - Present
Job Relationship Banker – SB
Industry Banking
Experience
JP Morgan Chase Bank, N.A. March 2012 - Present
Paso Robles Joint Unified School District January 2012 - March 2012
Skills
Sales, Marketing, Customer Service, Outlook, Loans, Banking
Education
Quincy University 2007 — 2008
MBA, Business, Management, Marketing, and Related Support Services
Quincy University 2005 — 2007
BS, Marketing
JP Morgan Chase Bank, N.A. March 2012 - Present
Paso Robles Joint Unified School District January 2012 - March 2012
Skills
Sales, Marketing, Customer Service, Outlook, Loans, Banking
Education
Quincy University 2007 — 2008
MBA, Business, Management, Marketing, and Related Support Services
Quincy University 2005 — 2007
BS, Marketing
Kevin Amendola's JP Morgan Chase Bank, N.A. Experience January 2013 - Present
Job Vice President Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. January 2013 - Present
JP Morgan Chase Bank, N.A. February 2010 - November 2012
JP Morgan Chase Bank, N.A. June 2007 - February 2010
Legg Mason November 2005 - June 2007
Education
Pace University 2001 — 2005
Business, Finance
JP Morgan Chase Bank, N.A. January 2013 - Present
JP Morgan Chase Bank, N.A. February 2010 - November 2012
JP Morgan Chase Bank, N.A. June 2007 - February 2010
Legg Mason November 2005 - June 2007
Education
Pace University 2001 — 2005
Business, Finance
Chelsea Spears's JP Morgan Chase Bank, N.A. Experience May 2011 - Present
Job Relationship banker with J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. May 2011 - Present
StoneHouse Marketing June 2010 - August 2010
Education
University of Oklahoma 2006 — 2011
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
JP Morgan Chase Bank, N.A. May 2011 - Present
StoneHouse Marketing June 2010 - August 2010
Education
University of Oklahoma 2006 — 2011
Bachelor of Business Administration (B.B.A.), Logistics, Materials, and Supply Chain Management
Lewis Gissel's JP Morgan Chase Bank, N.A. Experience September 2002 - October 2007
Job Senior Vice President at Capital One N.A.
Industry Banking
Experience
Capital One N.A. October 2007 - Present
JP Morgan Chase Bank, N.A. September 2002 - October 2007
JP Morgan Chase Bank, N.A. August 1998 - September 2002
Skills
Commercial Banking, Public Finance, Middle market, Business Relationship..., New Business Development, Corporate Finance, Financial Analysis, Financial Modeling, Risk Management, Credit Analysis, Business Strategy, Treasury Management, Strategic Planning, Team Leadership, Mergers, Leadership, Business Development, Management, Mergers & Acquisitions, Credit Risk, Executive Management, Banking
Education
University of Mississippi 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
•Semester at Sea Institute of Shipboard Education,
Capital One N.A. October 2007 - Present
JP Morgan Chase Bank, N.A. September 2002 - October 2007
JP Morgan Chase Bank, N.A. August 1998 - September 2002
Skills
Commercial Banking, Public Finance, Middle market, Business Relationship..., New Business Development, Corporate Finance, Financial Analysis, Financial Modeling, Risk Management, Credit Analysis, Business Strategy, Treasury Management, Strategic Planning, Team Leadership, Mergers, Leadership, Business Development, Management, Mergers & Acquisitions, Credit Risk, Executive Management, Banking
Education
University of Mississippi 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing
•Semester at Sea Institute of Shipboard Education,
Jeniffer Pertile's JP Morgan Chase Bank, N.A. Experience January 2015 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. January 2015 - Present
Citibank (Banamex USA) May 2010 - January 2015
Education
Universidade Estadual Paulista Júlio de Mesquita Filho 2002 — 2006
Physical education
JP Morgan Chase Bank, N.A. January 2015 - Present
Citibank (Banamex USA) May 2010 - January 2015
Education
Universidade Estadual Paulista Júlio de Mesquita Filho 2002 — 2006
Physical education
Jie Jie Hu's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job Relationship Banker at JP Morgan Chase Bank NA
Industry Banking
Experience
JP Morgan Chase Bank NA August 2013 - Present
Tempco Glass Fabrication LLC December 2012 - August 2013
Joyce Leslie January 2012 - June 2012
Kentucky Fried Chicken April 2007 - December 2010
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Human Resource Management
JP Morgan Chase Bank NA August 2013 - Present
Tempco Glass Fabrication LLC December 2012 - August 2013
Joyce Leslie January 2012 - June 2012
Kentucky Fried Chicken April 2007 - December 2010
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Human Resource Management
Rudy D. Rich's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. August 2013 - Present
Wells Fargo Advisors October 2012 - August 2013
Chase Investments April 2006 - October 2012
Morgan Stanley January 2004 - April 2006
Education
University of North Texas 1968 — 1972
Bachelor of Arts (BA), Marketing Communications
JP Morgan Chase Bank, N.A. August 2013 - Present
Wells Fargo Advisors October 2012 - August 2013
Chase Investments April 2006 - October 2012
Morgan Stanley January 2004 - April 2006
Education
University of North Texas 1968 — 1972
Bachelor of Arts (BA), Marketing Communications
Latrisha Nicole Johnson's JP Morgan Chase Bank, N.A. Experience September 2010 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A. September 2010 - Present
Old National Bank (Merger Charter One) March 2009 - September 2010
RBS Citizens Financial Group / Charter One January 2008 - March 2009
Education
Towson University 1999 — 2001
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
University of Maryland Baltimore County 1997 — 1999
JP Morgan Chase Bank, N.A. September 2010 - Present
Old National Bank (Merger Charter One) March 2009 - September 2010
RBS Citizens Financial Group / Charter One January 2008 - March 2009
Education
Towson University 1999 — 2001
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
University of Maryland Baltimore County 1997 — 1999
Sherri Gibbs's JP Morgan Chase Bank, N.A. Experience April 2013 - Present
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. April 2013 - Present
JP Morgan Chase Bank, N.A. June 2011 - April 2013
JP Morgan Chase Bank, N.A. August 2008 - June 2011
Education
University of Phoenix 2009 — 2013
Bachelors of Science, Business Administration
Northern Illinois University 2006 — 2008
JP Morgan Chase Bank, N.A. April 2013 - Present
JP Morgan Chase Bank, N.A. June 2011 - April 2013
JP Morgan Chase Bank, N.A. August 2008 - June 2011
Education
University of Phoenix 2009 — 2013
Bachelors of Science, Business Administration
Northern Illinois University 2006 — 2008
Chase
Sallie Mae
Chase Bank
JPMorgan Chase Bank, N.A.
Chase Manhattan Bank
The Chase Manhattan Bank
BankAtlantic
Encore Capital Group