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
Brian Spaulding Brian Spaulding's JP Morgan Chase Bank, N.A. Experience September 2011 - July 2014
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
JP Morgan Chase Bank N.A. September 2011 - July 2014
AXA Advisors 2010 - 2010
BYU-Idaho 2010 - 2010
Skills
Retail Banking, Investments, Loans, Sales, Customer Service, Banking, Consumer Lending, Finance, Financial Analysis, Insurance, Leadership, PowerPoint, Wealth Management
Education
Northwest Nazarene University 2013 — 2014
Master of Business Administration (MBA)
BYU-Idaho 2006 — 2010
Bachelor of Science (BS), Economics
Scottrade July 2014 - Present
JP Morgan Chase Bank N.A. September 2011 - July 2014
AXA Advisors 2010 - 2010
BYU-Idaho 2010 - 2010
Skills
Retail Banking, Investments, Loans, Sales, Customer Service, Banking, Consumer Lending, Finance, Financial Analysis, Insurance, Leadership, PowerPoint, Wealth Management
Education
Northwest Nazarene University 2013 — 2014
Master of Business Administration (MBA)
BYU-Idaho 2006 — 2010
Bachelor of Science (BS), Economics
Enrique V Godinez Enrique V Godinez's JP Morgan Chase Bank, N.A. Experience May 2014 - Present
Job Relationship Banker
Industry Financial Services
Experience
JP Morgan Chase Bank, NA May 2014 - Present
JPMorgan Chase October 2011 - May 2014
Verizon Wireless October 2009 - January 2011
Bank of America June 2009 - October 2009
Skills
Loans, Residential Mortgages, Banking, Customer Service, Retail Banking, Real Estate, FHA, Customer Satisfaction, Bilingual, FHA financing, Mortgage Marketing, Jumbo Mortgage, Social Networking, Credit Analysis, VA Loans, Retail Marketing, International Relations, Wholesale, Private Banking, Mortgage Banking, Mortgage Lending, Series 63, Series 6, Financial Services, Financial Planning, Credit Cards, Credit Counseling
Education
University of California, Berkeley 2014 — 2016
Certificate of Finance, Investment Management
University of California, Davis 1999 — 2003
Bachelor of Arts (BA), International Relations
JP Morgan Chase Bank, NA May 2014 - Present
JPMorgan Chase October 2011 - May 2014
Verizon Wireless October 2009 - January 2011
Bank of America June 2009 - October 2009
Skills
Loans, Residential Mortgages, Banking, Customer Service, Retail Banking, Real Estate, FHA, Customer Satisfaction, Bilingual, FHA financing, Mortgage Marketing, Jumbo Mortgage, Social Networking, Credit Analysis, VA Loans, Retail Marketing, International Relations, Wholesale, Private Banking, Mortgage Banking, Mortgage Lending, Series 63, Series 6, Financial Services, Financial Planning, Credit Cards, Credit Counseling
Education
University of California, Berkeley 2014 — 2016
Certificate of Finance, Investment Management
University of California, Davis 1999 — 2003
Bachelor of Arts (BA), International Relations
Linda Grady Linda Grady's JP Morgan Chase Bank, N.A. Experience August 2015 - Present
Job Relationship Banker at JP Morgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA August 2015 - Present
Women in Aviation Oshkosh 2011 - Present
Women in Aviation Oshkosh 2011 - Present
Association for Women Lawyers September 2014 - August 2015
Clearpath Financial Partners August 2014 - August 2015
The Strategic Financial Alliance January 2014 - August 2015
Association for Women Lawyers October 2013 - September 2014
Merrill Lynch November 2011 - December 2013
Association for Women Lawyers 2010 - 2012
Prudential Financial June 2009 - August 2011
Education
Hamline University School of Law 1985 — 1988
JD, Law
University of Wisconsin-Madison 1982 — 1984
BA, French/International Relations
Hartford Union High School
JP Morgan Chase Bank, NA August 2015 - Present
Women in Aviation Oshkosh 2011 - Present
Women in Aviation Oshkosh 2011 - Present
Association for Women Lawyers September 2014 - August 2015
Clearpath Financial Partners August 2014 - August 2015
The Strategic Financial Alliance January 2014 - August 2015
Association for Women Lawyers October 2013 - September 2014
Merrill Lynch November 2011 - December 2013
Association for Women Lawyers 2010 - 2012
Prudential Financial June 2009 - August 2011
Education
Hamline University School of Law 1985 — 1988
JD, Law
University of Wisconsin-Madison 1982 — 1984
BA, French/International Relations
Hartford Union High School
Jessica Dedon Jessica Dedon's JP Morgan Chase Bank, N.A. Experience May 2010 - Present
Job Relationship Banker Small Business Specialist, JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, NA May 2010 - Present
Skills
Customer Service, Microsoft Office, Leadership, Sales, Management, Marketing, Strategic Planning, Team Building
Education
Louisiana Tech University
Bachelor of Science (B.S.), Aviation/Airway Management and Operations
JP Morgan Chase Bank, NA May 2010 - Present
Skills
Customer Service, Microsoft Office, Leadership, Sales, Management, Marketing, Strategic Planning, Team Building
Education
Louisiana Tech University
Bachelor of Science (B.S.), Aviation/Airway Management and Operations
Veronika Liskova Veronika Liskova's JP Morgan Chase Bank, N.A. Experience August 2014 - Present
Job Chase Private Client Banker
Industry Financial Services
Experience
JP Morgan Chase Bank NA August 2014 - Present
University of the Incarnate Word® August 2014 - Present
JPMorgan Chase September 2012 - August 2014
JPMorgan Chase June 2011 - August 2012
Alamo Photographic July 2003 - June 2011
Skills
Banking, Financial Services, Sales, Financial Analysis, Management Consulting, Marketing, Microsoft Excel, Finance, Mortgage Banking, Investments, Photo Shoots, Social Media Marketing, Social Networking, Photography, Event Planning, Marketing Strategy, Portfolio Management, Public Relations, Marketing Communications
Education
University of Economics in Prague 2001 — 2003
MBA, Economics and European Economic Integration
University of Economics, Prague 1997 — 2001
Bachelor of Arts (B.A.), Economics and Management
JP Morgan Chase Bank NA August 2014 - Present
University of the Incarnate Word® August 2014 - Present
JPMorgan Chase September 2012 - August 2014
JPMorgan Chase June 2011 - August 2012
Alamo Photographic July 2003 - June 2011
Skills
Banking, Financial Services, Sales, Financial Analysis, Management Consulting, Marketing, Microsoft Excel, Finance, Mortgage Banking, Investments, Photo Shoots, Social Media Marketing, Social Networking, Photography, Event Planning, Marketing Strategy, Portfolio Management, Public Relations, Marketing Communications
Education
University of Economics in Prague 2001 — 2003
MBA, Economics and European Economic Integration
University of Economics, Prague 1997 — 2001
Bachelor of Arts (B.A.), Economics and Management
Jonathan Gleason Jonathan Gleason's JP Morgan Chase Bank, N.A. Experience May 2011 - Present
Job Relationship Banker at JPMorgan Chase
Industry Banking
Experience
JP Morgan Chase Bank NA. May 2011 - Present
Sleep Number by Select Comfort May 2004 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Minnesota-Twin Cities 2002 — 2003
Psychology
JP Morgan Chase Bank NA. May 2011 - Present
Sleep Number by Select Comfort May 2004 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of Minnesota-Twin Cities 2002 — 2003
Psychology
Fiore Marino, MBA's JP Morgan Chase Bank, N.A. Experience October 2007 - May 2014
Job Brokerage Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors February 2015 - Present
JP Morgan Chase Bank N.A. October 2007 - May 2014
Waddell & Reed June 2006 - October 2007
Vision Nissan March 2001 - December 2005
Club Vacanze - Parmalat May 1995 - September 1995
Skills
Financial Analysis, Banking, Investments, Portfolio Management, Finance, Analysis, Business Planning, Management, Strategy, Financial Modeling, Corporate Finance, Valuation, Budgets, Sales, Risk Management, Credit, Sales Operations, Leadership
Education
Rochester Institute of Technology 2012 — 2013
Master of Business Administration (MBA) - E. Philip Sunders College of Business
Rochester Institute of Technology 2002 — 2006
Bachelors of Science, Management/Finance
Università 'Magna Graecia' di Catanzaro 1995 — 2000
Undergraduate Study, Business Administration
Wells Fargo Advisors February 2015 - Present
JP Morgan Chase Bank N.A. October 2007 - May 2014
Waddell & Reed June 2006 - October 2007
Vision Nissan March 2001 - December 2005
Club Vacanze - Parmalat May 1995 - September 1995
Skills
Financial Analysis, Banking, Investments, Portfolio Management, Finance, Analysis, Business Planning, Management, Strategy, Financial Modeling, Corporate Finance, Valuation, Budgets, Sales, Risk Management, Credit, Sales Operations, Leadership
Education
Rochester Institute of Technology 2012 — 2013
Master of Business Administration (MBA) - E. Philip Sunders College of Business
Rochester Institute of Technology 2002 — 2006
Bachelors of Science, Management/Finance
Università 'Magna Graecia' di Catanzaro 1995 — 2000
Undergraduate Study, Business Administration
Mikheil (Mike) Skhulukhia Mikheil (Mike) Skhulukhia'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. December 2012 - July 2014
AXA Advisors, LLC July 2012 - November 2012
Pillar Group / AXA Advisors April 2010 - July 2012
Pillar Group / AXA Advisors January 2010 - April 2010
Education
Baruch College 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance / Minor: Mathematics
Mercer County Community College 2006 — 2009
Associate of Science (AS), Business Administration
JP Morgan Chase Bank N.A. July 2014 - Present
JP Morgan Chase Bank N.A. December 2012 - July 2014
AXA Advisors, LLC July 2012 - November 2012
Pillar Group / AXA Advisors April 2010 - July 2012
Pillar Group / AXA Advisors January 2010 - April 2010
Education
Baruch College 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance / Minor: Mathematics
Mercer County Community College 2006 — 2009
Associate of Science (AS), Business Administration
Scott Wixon Scott Wixon's JP Morgan Chase Bank, N.A. Experience July 2011 - Present
Job JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase bank n.a. July 2011 - Present
Allegiance Health January 2011 - May 2011
Education
Central Michigan University 2007 — 2011
BS, Health Fitness/ Cariac Science
JP Morgan Chase bank n.a. July 2011 - Present
Allegiance Health January 2011 - May 2011
Education
Central Michigan University 2007 — 2011
BS, Health Fitness/ Cariac Science
Sumeh Rahsaz Sumeh Rahsaz's JP Morgan Chase Bank, N.A. Experience October 2010 - January 2015
Job Channel Account Manager at Avaya
Industry Telecommunications
Experience
Avaya January 2015 - Present
JP Morgan Chase Bank, NA October 2010 - January 2015
Education
San Jose State University
Avaya January 2015 - Present
JP Morgan Chase Bank, NA October 2010 - January 2015
Education
San Jose State University
Dion Ross Dion Ross's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job Private Client Banker at JP Morgan Chase Bank NA
Industry Banking
Experience
JP Morgan Chase Bank NA August 2013 - Present
JP Morgan Chase Bank NA August 2011 - August 2013
John Thomas Financial February 2010 - June 2011
National Securities March 2006 - February 2010
Skills
Banking, Finance, Investments, Securities, Series 63, Series 7, Uniform Combined State..., Sales, IRAs, Portfolio Management, Private Equity, Financial Services, CRM, Customer Service, Relationship Management, Fixed Income, Retail Banking, Equities, Microsoft Office
Education
City University of New York
JP Morgan Chase Bank NA August 2013 - Present
JP Morgan Chase Bank NA August 2011 - August 2013
John Thomas Financial February 2010 - June 2011
National Securities March 2006 - February 2010
Skills
Banking, Finance, Investments, Securities, Series 63, Series 7, Uniform Combined State..., Sales, IRAs, Portfolio Management, Private Equity, Financial Services, CRM, Customer Service, Relationship Management, Fixed Income, Retail Banking, Equities, Microsoft Office
Education
City University of New York
Kerri Phillips Bower's JP Morgan Chase Bank, N.A. Experience January 2011 - September 2013
Job Executive Director Human Resources, JP Morgan Chase Bank NA
Industry Human Resources
Experience
JPMorgan Chase Bank NA October 2013 - Present
JP Morgan Chase Bank NA January 2011 - September 2013
JPMorgan Chase Bank NA June 2008 - December 2010
JPMorgan Chase Bank NA November 2004 - May 2008
Chase 2001 - 2004
Skills
Strategic HR, Employee Relations, Building Relationships, Performance Management, Talent Management, Project Management, Series 6, Series 63
Education
Indiana University-Southeast
Master of Business Administration (MBA)
Indiana University-Southeast
Bachelor of Arts (BA), Communication, General
JPMorgan Chase Bank NA October 2013 - Present
JP Morgan Chase Bank NA January 2011 - September 2013
JPMorgan Chase Bank NA June 2008 - December 2010
JPMorgan Chase Bank NA November 2004 - May 2008
Chase 2001 - 2004
Skills
Strategic HR, Employee Relations, Building Relationships, Performance Management, Talent Management, Project Management, Series 6, Series 63
Education
Indiana University-Southeast
Master of Business Administration (MBA)
Indiana University-Southeast
Bachelor of Arts (BA), Communication, General
Noelmar Magno's JP Morgan Chase Bank, N.A. Experience September 2012 - Present
Job Private Client Banker
Industry Retail
Experience
JP Morgan Chase Bank, NA September 2012 - Present
JP Morgan Chase Bank, NA August 2010 - August 2012
JP Morgan Chase Bank, NA July 2009 - July 2010
Frys.com October 2008 - July 2009
Greater Bay Bank 2007 - 2008
Paramount's Great America September 2004 - April 2007
Paramount's Great America January 2003 - September 2004
Macsense February 2001 - February 2002
Heald College July 2000 - January 2001
Skills
Microsoft Office, Reporting & Analysis, Data Entry, Series 6, Series 63, Finance, Human Resources, Management, Loans, Project Management, Financial Analysis
Education
San Jose State University 2005 — 2008
B.S. Degree, Business Administration; Marketing
Mission College 2001 — 2004
General Education
Heald College, School of Technology 1999 — 2001
Associate in Applied Science degree, Computer Technology
JP Morgan Chase Bank, NA September 2012 - Present
JP Morgan Chase Bank, NA August 2010 - August 2012
JP Morgan Chase Bank, NA July 2009 - July 2010
Frys.com October 2008 - July 2009
Greater Bay Bank 2007 - 2008
Paramount's Great America September 2004 - April 2007
Paramount's Great America January 2003 - September 2004
Macsense February 2001 - February 2002
Heald College July 2000 - January 2001
Skills
Microsoft Office, Reporting & Analysis, Data Entry, Series 6, Series 63, Finance, Human Resources, Management, Loans, Project Management, Financial Analysis
Education
San Jose State University 2005 — 2008
B.S. Degree, Business Administration; Marketing
Mission College 2001 — 2004
General Education
Heald College, School of Technology 1999 — 2001
Associate in Applied Science degree, Computer Technology
Arty Hernandez Arty Hernandez's JP Morgan Chase Bank, N.A. Experience February 2012 - Present
Job Banker at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan Chase Bank NA February 2012 - Present
Best Buy May 2006 - March 2011
Education
Texas State University-San Marcos 2007 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
JP Morgan Chase Bank NA February 2012 - Present
Best Buy May 2006 - March 2011
Education
Texas State University-San Marcos 2007 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Joseph LaPorte, Jr. Joseph LaPorte, Jr.'s JP Morgan Chase Bank, N.A. Experience March 2015 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank, NA March 2015 - Present
Bank of America March 2006 - March 2015
EXPRESS February 2001 - March 2006
Education
Florida Gulf Coast University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JP Morgan Chase Bank, NA March 2015 - Present
Bank of America March 2006 - March 2015
EXPRESS February 2001 - March 2006
Education
Florida Gulf Coast University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Saman Bigharaz's JP Morgan Chase Bank, N.A. Experience March 2015 - Present
Job Consumer Banking
Industry Financial Services
Experience
JP MORGAN CHASE BANK NA March 2015 - Present
AMI USA LLC December 2012 - Present
AXA Advisors July 2014 - November 2014
Merrill Lynch 2012 - June 2014
Hawaii Intermodal Tank Transport, LLC February 2011 - September 2012
Hawaii Intermodal Tank Transport, LLC January 2011 - September 2012
Hawaii Intermodal Tank Transport LLC February 2010 - 2012
Mainfreight February 2007 - November 2010
Education
University of Otago 2002 — 2006
BCOM, International Business
Logan Park High School Dunedin 2002 — 2003
Bachelor of Commerce (BCom), Biology/Biological Sciences, General
JP MORGAN CHASE BANK NA March 2015 - Present
AMI USA LLC December 2012 - Present
AXA Advisors July 2014 - November 2014
Merrill Lynch 2012 - June 2014
Hawaii Intermodal Tank Transport, LLC February 2011 - September 2012
Hawaii Intermodal Tank Transport, LLC January 2011 - September 2012
Hawaii Intermodal Tank Transport LLC February 2010 - 2012
Mainfreight February 2007 - November 2010
Education
University of Otago 2002 — 2006
BCOM, International Business
Logan Park High School Dunedin 2002 — 2003
Bachelor of Commerce (BCom), Biology/Biological Sciences, General
William VanTyle William VanTyle's JP Morgan Chase Bank, N.A. Experience 2001 - 2006
Job Retired at JPMorgan Chase Bank
Industry Financial Services
Experience
JPMorgan Chase Bank August 2012 - Present
JPMorgan Chase 2006 - August 2012
JP MORGAN CHASE BANK, NA 2001 - 2006
JP MORGAN CHASE BANK, NA 1996 - 2001
JP MORGAN CHASE BANK, NA 1990 - 1996
JP MORGAN CHASE BANK, NA 1984 - 1990
Skills
Sales Manager Banking..., Strategic Planning, Process Improvement, Team Building, Banking, Financial Analysis, Credit, Loans, Retail Banking
Education
Rochester Institute of Technology 1975 — 1980
Master of Business Administration (MBA), Finance, General
Marietta College 1968 — 1972
Business Administration and Management, General
JPMorgan Chase Bank August 2012 - Present
JPMorgan Chase 2006 - August 2012
JP MORGAN CHASE BANK, NA 2001 - 2006
JP MORGAN CHASE BANK, NA 1996 - 2001
JP MORGAN CHASE BANK, NA 1990 - 1996
JP MORGAN CHASE BANK, NA 1984 - 1990
Skills
Sales Manager Banking..., Strategic Planning, Process Improvement, Team Building, Banking, Financial Analysis, Credit, Loans, Retail Banking
Education
Rochester Institute of Technology 1975 — 1980
Master of Business Administration (MBA), Finance, General
Marietta College 1968 — 1972
Business Administration and Management, General
Chandan Lamsal's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job President at Badmash, INC
Industry Banking
Experience
Badmash, INC August 2014 - Present
JP Morgan Chase Bank, NA August 2013 - Present
Bank of America December 2012 - August 2013
MFK Enterprise September 2011 - October 2012
JP Morgan Chase Bank, NA 2010 - 2011
Education
Oklahoma Christian University 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance, 4.0
University of Central Oklahoma 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
Badmash, INC August 2014 - Present
JP Morgan Chase Bank, NA August 2013 - Present
Bank of America December 2012 - August 2013
MFK Enterprise September 2011 - October 2012
JP Morgan Chase Bank, NA 2010 - 2011
Education
Oklahoma Christian University 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance, 4.0
University of Central Oklahoma 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
Maira Navarro Maira Navarro's JP Morgan Chase Bank, N.A. Experience May 2012 - April 2015
Job at
Industry Banking
Experience
KeyBank April 2015 - Present
JP Morgan Chase Bank N.A. May 2012 - April 2015
Target June 2010 - May 2012
Central Washington University October 2006 - June 2010
Safeway July 2005 - May 2010
Education
Central Washington University 2005 — 2010
Bachelor of Arts (B.A.), Sociology
Toppenish High School 2001 — 2005
High school diploma
KeyBank April 2015 - Present
JP Morgan Chase Bank N.A. May 2012 - April 2015
Target June 2010 - May 2012
Central Washington University October 2006 - June 2010
Safeway July 2005 - May 2010
Education
Central Washington University 2005 — 2010
Bachelor of Arts (B.A.), Sociology
Toppenish High School 2001 — 2005
High school diploma
Jason R. Perez's JP Morgan Chase Bank, N.A. Experience November 2009 - December 2012
Job VP Financial Advisor at JP Morgan Securities LLC
Industry Investment Banking
Experience
JP Morgan Securities LLC December 2012 - Present
JP Morgan Chase Bank N.A November 2009 - December 2012
Education
Dominican College of Blauvelt 2005 — 2009
Bachelor's degree, Business Management
JP Morgan Securities LLC December 2012 - Present
JP Morgan Chase Bank N.A November 2009 - December 2012
Education
Dominican College of Blauvelt 2005 — 2009
Bachelor's degree, Business Management
William Siskron II's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job Private Client Banker
Industry Financial Services
Experience
JP Morgan Chase Bank, NA August 2013 - Present
JPMorgan Chase Bank N.A. February 2009 - Present
JPMorgan Chase Bank N.A. February 2009 - Present
JPMorgan Chase Bank N.A. March 2011 - September 2011
Copeland’s of New Orleans August 2007 - January 2009
Copelands of New Orleans January 2006 - October 2008
Skills
Human Resources, Operations Management, Business Analysis, Coaching, Microsoft Word, PowerPoint, Project Management, Strategic Planning, Time Management
Education
University of Louisiana at Monroe 2003 — 2007
Bachelors of Business Administration, Business Management
University of Louisiana at Monroe 2003 — 2007
Bachelor of Business Administration degree, Business Management
University of Louisiana at Monroe
JP Morgan Chase Bank, NA August 2013 - Present
JPMorgan Chase Bank N.A. February 2009 - Present
JPMorgan Chase Bank N.A. February 2009 - Present
JPMorgan Chase Bank N.A. March 2011 - September 2011
Copeland’s of New Orleans August 2007 - January 2009
Copelands of New Orleans January 2006 - October 2008
Skills
Human Resources, Operations Management, Business Analysis, Coaching, Microsoft Word, PowerPoint, Project Management, Strategic Planning, Time Management
Education
University of Louisiana at Monroe 2003 — 2007
Bachelors of Business Administration, Business Management
University of Louisiana at Monroe 2003 — 2007
Bachelor of Business Administration degree, Business Management
University of Louisiana at Monroe
Benjamin Sobel's JP Morgan Chase Bank, N.A. Experience June 2013 - Present
Job Vice President Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Investment Banking
Experience
JP Morgan Chase Bank N.A. June 2013 - Present
Morgan Stanley April 2012 - May 2013
AXA Advisors October 2011 - April 2012
Rivkin Report April 2009 - April 2011
HIFX January 2007 - April 2009
Education
FINRA 2011 — 2012
Series 7, Series 66, Securities and Investment Advisor Licenses
The Training Practice 2007 — 2007
Certificate in ‘Selling Professional Services’, SALES
University of New South Wales 2006 — 2007
Masters of Commerce, Marketing
Macquarie University 2003 — 2007
Bachelor of Arts (2002, 2006
Arizona State University 2006 — 2006
BA, Study Abroad Program
Macquarie University 2002 — 2006
Bachelor of Arts, Philosophy
Reddam House 2000 — 2002
Higher School Certificate, HSC
JP Morgan Chase Bank N.A. June 2013 - Present
Morgan Stanley April 2012 - May 2013
AXA Advisors October 2011 - April 2012
Rivkin Report April 2009 - April 2011
HIFX January 2007 - April 2009
Education
FINRA 2011 — 2012
Series 7, Series 66, Securities and Investment Advisor Licenses
The Training Practice 2007 — 2007
Certificate in ‘Selling Professional Services’, SALES
University of New South Wales 2006 — 2007
Masters of Commerce, Marketing
Macquarie University 2003 — 2007
Bachelor of Arts (2002, 2006
Arizona State University 2006 — 2006
BA, Study Abroad Program
Macquarie University 2002 — 2006
Bachelor of Arts, Philosophy
Reddam House 2000 — 2002
Higher School Certificate, HSC
Mia Luz Buensuceso-Cuenco Mia Luz Buensuceso-Cuenco's JP Morgan Chase Bank, N.A. Experience June 2011 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank NA June 2011 - Present
Development Bank of the Philippines July 2005 - December 2010
Development Bank of the Philippines July 2004 - July 2005
Development Bank of the Philippines October 2003 - June 2004
Far East Bank and Trust Company 1998 - 1999
Cebu Pacific Air April 1997 - March 1998
Education
Philippine School of Business Administration 2000 — 2002
MBA
Miriam College 1993 — 1997
BA, International Studies
JP Morgan Chase Bank NA June 2011 - Present
Development Bank of the Philippines July 2005 - December 2010
Development Bank of the Philippines July 2004 - July 2005
Development Bank of the Philippines October 2003 - June 2004
Far East Bank and Trust Company 1998 - 1999
Cebu Pacific Air April 1997 - March 1998
Education
Philippine School of Business Administration 2000 — 2002
MBA
Miriam College 1993 — 1997
BA, International Studies
Stacy Dickinson Stacy Dickinson's JP Morgan Chase Bank, N.A. Experience January 2013 - July 2013
Job Private Client Banker
Industry Banking
Experience
J.P. Morgan May 2015 - Present
JPMorgan Chase & Co. July 2013 - May 2015
Stacy Dickinson Personal Training May 2010 - May 2015
JP Morgan Chase Bank, NA January 2013 - July 2013
JPMorgan Chase November 2011 - January 2013
KeyPoint Credit Union January 2011 - November 2011
lululemon athletica 2010 - 2011
24 Hour Fitness July 2005 - December 2010
UC Davis Memorial Union June 2004 - June 2006
Imani Clinic June 2003 - March 2006
Education
De Anza College 2010 — 2013
Accounting/ Marketing Management
University of California, Davis 2001 — 2006
Exercise Biology, Applied Exercise and Physiology
Leigh High School 1997 — 2001
High School Diploma
J.P. Morgan May 2015 - Present
JPMorgan Chase & Co. July 2013 - May 2015
Stacy Dickinson Personal Training May 2010 - May 2015
JP Morgan Chase Bank, NA January 2013 - July 2013
JPMorgan Chase November 2011 - January 2013
KeyPoint Credit Union January 2011 - November 2011
lululemon athletica 2010 - 2011
24 Hour Fitness July 2005 - December 2010
UC Davis Memorial Union June 2004 - June 2006
Imani Clinic June 2003 - March 2006
Education
De Anza College 2010 — 2013
Accounting/ Marketing Management
University of California, Davis 2001 — 2006
Exercise Biology, Applied Exercise and Physiology
Leigh High School 1997 — 2001
High School Diploma
Ricardo (Tito) Medina, CFP® Ricardo (Tito) Medina, CFP®'s JP Morgan Chase Bank, N.A. Experience September 2005 - Present
Job Private Client Advisor, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank NA September 2005 - Present
Education
Rice University 1999 — 2003
Bachelor of Arts (B.A.), Economics
JP Morgan Chase Bank NA September 2005 - Present
Education
Rice University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Demetris Williams Demetris Williams's JP Morgan Chase Bank, N.A. Experience January 2014 - July 2015
Job Regional Manager at Benchmark Bank
Industry Financial Services
Experience
Benchmark Bank August 2015 - Present
JP Morgan Chase Bank, NA January 2014 - July 2015
JP Morgan Chase Bank, NA January 2002 - March 2014
Macy's June 1999 - September 2001
Skills
Leadership, Customer Service, Management, Financial Analysis, Team Building, Microsoft Office, Sales, Strategic Planning, Banking, Finance
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Arts, Philosophy/ Ethnic Studies
The University of Texas at Austin 1995 — 1999
Benchmark Bank August 2015 - Present
JP Morgan Chase Bank, NA January 2014 - July 2015
JP Morgan Chase Bank, NA January 2002 - March 2014
Macy's June 1999 - September 2001
Skills
Leadership, Customer Service, Management, Financial Analysis, Team Building, Microsoft Office, Sales, Strategic Planning, Banking, Finance
Education
The University of Texas at Austin 1995 — 1999
Bachelor of Arts, Philosophy/ Ethnic Studies
The University of Texas at Austin 1995 — 1999
Kent Zhao Kent Zhao's JP Morgan Chase Bank, N.A. Experience September 2014 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. September 2014 - Present
Education
Baruch College (CUNY) 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Investment (Zicklin BBA)
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
JP Morgan Chase Bank N.A. September 2014 - Present
Education
Baruch College (CUNY) 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Investment (Zicklin BBA)
Baruch College, City University of New York (CUNY) 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
ANTHONY APRILE ANTHONY APRILE's JP Morgan Chase Bank, N.A. Experience December 2008 - July 2012
Job Loan Consultant at Caliber Funding LLC
Industry Real Estate
Experience
Bank December 2008 - Present
Caliber Funding 2013 - 2013
JP Morgan Chase Bank NA December 2008 - July 2012
Skills
Consumer Financing, Business Banking, Small Business Lending, Mortgage Lending, Credit Cards, Merchant Services, Merchant Banking, Investments, Investment Banking, Investment Properties
Education
Kean University 2005 — 2009
Business Administration, Management and Operations
Brookdale Community College 2006 — 2008
Banking, Corporate, Finance, and Securities Law
Bank December 2008 - Present
Caliber Funding 2013 - 2013
JP Morgan Chase Bank NA December 2008 - July 2012
Skills
Consumer Financing, Business Banking, Small Business Lending, Mortgage Lending, Credit Cards, Merchant Services, Merchant Banking, Investments, Investment Banking, Investment Properties
Education
Kean University 2005 — 2009
Business Administration, Management and Operations
Brookdale Community College 2006 — 2008
Banking, Corporate, Finance, and Securities Law
David Freckleton David Freckleton's JP Morgan Chase Bank, N.A. Experience August 2014 - June 2015
Job Financial Solutions Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
JP Morgan Chase Bank N.A. August 2014 - June 2015
JP Morgan Chase Bank N.A November 2011 - August 2014
JP Morgan Chase Bank N.A December 2009 - November 2011
MetLife September 2008 - May 2009
Education
St. Thomas University 2005 — 2007
Masters of Business Adminsitration
University of Florida 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Bank of America Merrill Lynch June 2015 - Present
JP Morgan Chase Bank N.A. August 2014 - June 2015
JP Morgan Chase Bank N.A November 2011 - August 2014
JP Morgan Chase Bank N.A December 2009 - November 2011
MetLife September 2008 - May 2009
Education
St. Thomas University 2005 — 2007
Masters of Business Adminsitration
University of Florida 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Howard Preis Howard Preis's JP Morgan Chase Bank, N.A. Experience May 1979 - July 2006
Job Real Estate Asset & Property Management
Industry Real Estate
Experience
European & US Car Service January 2009 - Present
Wesley Realty Group, Inc. August 2006 - December 2008
JP Morgan Chase Bank, NA May 1979 - July 2006
Education
DePaul University 1980 — 1981
MBA, Real Estate
Southern Illinois University, Carbondale 1972 — 1976
BS, Recreation Facilities Management
Lane Technical High School 1961 — 1964
hs, science, math, shop, drafting
European & US Car Service January 2009 - Present
Wesley Realty Group, Inc. August 2006 - December 2008
JP Morgan Chase Bank, NA May 1979 - July 2006
Education
DePaul University 1980 — 1981
MBA, Real Estate
Southern Illinois University, Carbondale 1972 — 1976
BS, Recreation Facilities Management
Lane Technical High School 1961 — 1964
hs, science, math, shop, drafting
Oumar Diaby Oumar Diaby's JP Morgan Chase Bank, N.A. Experience May 2014 - July 2015
Job Financial Advisor at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC August 2015 - Present
JP Morgan Chase Bank N.A. May 2014 - July 2015
BlackRock February 2008 - October 2013
BlackRock February 2008 - April 2011
Smart Revenue February 2007 - February 2008
TD WATERHOUSE June 1998 - April 2006
Education
BARUCH COLLEGE New
Master of Public Administration, Policy Analysis and Evaluation
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, Finance & Investment
J.P. Morgan Securities LLC August 2015 - Present
JP Morgan Chase Bank N.A. May 2014 - July 2015
BlackRock February 2008 - October 2013
BlackRock February 2008 - April 2011
Smart Revenue February 2007 - February 2008
TD WATERHOUSE June 1998 - April 2006
Education
BARUCH COLLEGE New
Master of Public Administration, Policy Analysis and Evaluation
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration, Finance & Investment
Ron Amir Ron Amir's JP Morgan Chase Bank, N.A. Experience February 2010 - Present
Job Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. February 2010 - Present
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
Master of Business Administration (M.B.A.)
CSUN 1998 — 2001
Bachelor of Science (BS), Finance
JP Morgan Chase Bank N.A. February 2010 - Present
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
Master of Business Administration (M.B.A.)
CSUN 1998 — 2001
Bachelor of Science (BS), Finance
Joseph Ruiz's JP Morgan Chase Bank, N.A. Experience September 2002 - October 2005
Job Outside Sales Executive at AutoChlor System
Industry Restaurants
Experience
Auto-Chlor System July 2014 - Present
Pisces Healthcare Solutions September 2013 - February 2014
Citi February 2011 - June 2012
JPMorgan Chase Bank, NA November 2005 - June 2008
JP Morgan Chase Bank, NA September 2002 - October 2005
Deutsche Bank February 1999 - September 2002
Skills
AML, Risk Management, Corporate Finance, Change Management, Project Management, Team Building, Training, Acceptance Testing, Time Management, Acquisition Integration, Conflict Resolution, HIPAA, System Implementations, Financial Risk, Process Improvement, Strategy, Leadership, CRM, Banking, Management, Analysis, Equities, Investment Banking
Education
City University of New York-Brooklyn College 2009 — 2010
Bachelor of Science (BS), Business Management and Finance
Saint John's University
Auto-Chlor System July 2014 - Present
Pisces Healthcare Solutions September 2013 - February 2014
Citi February 2011 - June 2012
JPMorgan Chase Bank, NA November 2005 - June 2008
JP Morgan Chase Bank, NA September 2002 - October 2005
Deutsche Bank February 1999 - September 2002
Skills
AML, Risk Management, Corporate Finance, Change Management, Project Management, Team Building, Training, Acceptance Testing, Time Management, Acquisition Integration, Conflict Resolution, HIPAA, System Implementations, Financial Risk, Process Improvement, Strategy, Leadership, CRM, Banking, Management, Analysis, Equities, Investment Banking
Education
City University of New York-Brooklyn College 2009 — 2010
Bachelor of Science (BS), Business Management and Finance
Saint John's University
Lee Short Lee Short's JP Morgan Chase Bank, N.A. Experience January 2013 - Present
Job Small Business Specialist Relationship Banker, 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 November 2011 - January 2013
Barclays August 2005 - February 2011
Education
Southampton Solent University 2005 — 2007
Master of Laws (LLM), Computer, Discrimination, Environmental and Human Rights Law
Southampton Solent University 2002 — 2005
Bachelor of Laws (LLB), Contract, Criminal, Commerical, Estate and Trusts
JP Morgan Chase Bank N.A January 2013 - Present
JP Morgan Chase Bank N.A November 2011 - January 2013
Barclays August 2005 - February 2011
Education
Southampton Solent University 2005 — 2007
Master of Laws (LLM), Computer, Discrimination, Environmental and Human Rights Law
Southampton Solent University 2002 — 2005
Bachelor of Laws (LLB), Contract, Criminal, Commerical, Estate and Trusts
Brian Carswell Brian Carswell's JP Morgan Chase Bank, N.A. Experience September 2013 - Present
Job
Industry
Experience
JP Morgan Chase Bank NA September 2013 - Present
Dahlman Rose & Co. May 2012 - January 2013
Weeden & Co. June 2007 - May 2012
Bear Stearns June 2005 - June 2007
The Griswold Company, Inc June 2003 - June 2005
Lehman Brothers May 1998 - June 2003
Education
Long Island University, C.W. Post Campus 1988 — 1990
Bachelor of Science (BS), Marketing
Cold Spring Harbor HS
JP Morgan Chase Bank NA September 2013 - Present
Dahlman Rose & Co. May 2012 - January 2013
Weeden & Co. June 2007 - May 2012
Bear Stearns June 2005 - June 2007
The Griswold Company, Inc June 2003 - June 2005
Lehman Brothers May 1998 - June 2003
Education
Long Island University, C.W. Post Campus 1988 — 1990
Bachelor of Science (BS), Marketing
Cold Spring Harbor HS
Le'Juan Moffatt's JP Morgan Chase Bank, N.A. Experience October 2009 - Present
Job Private Client Banker at JP Morgan Chase Bank. NA
Industry Financial Services
Experience
JP Morgan Chase Bank. NA October 2009 - Present
Education
John Jay College of Criminal Justice 2006 — 2010
Economics
JP Morgan Chase Bank. NA October 2009 - Present
Education
John Jay College of Criminal Justice 2006 — 2010
Economics
Sue Xiong Sue Xiong's JP Morgan Chase Bank, N.A. Experience June 2011 - July 2015
Job Pension Program Analyst at CalSTRS
Industry Financial Services
Experience
CalSTRS July 2015 - Present
JP Morgan Chase Bank N.A. June 2011 - July 2015
Hertz 2010 - 2011
Skills
Marketing, Time Management, PowerPoint, Microsoft Office, Team Leadership, Microsoft Word, Public Speaking, Teamwork, Banking, Team Building, Process Improvement, Cold Calling, Finance, Customer Service, Leadership, Sales, Microsoft Excel
Education
California State University-Chico 2009 — 2011
BS, Business Administration: Management
California State University-Sacramento 2006 — 2009
Business, Management
CalSTRS July 2015 - Present
JP Morgan Chase Bank N.A. June 2011 - July 2015
Hertz 2010 - 2011
Skills
Marketing, Time Management, PowerPoint, Microsoft Office, Team Leadership, Microsoft Word, Public Speaking, Teamwork, Banking, Team Building, Process Improvement, Cold Calling, Finance, Customer Service, Leadership, Sales, Microsoft Excel
Education
California State University-Chico 2009 — 2011
BS, Business Administration: Management
California State University-Sacramento 2006 — 2009
Business, Management
Christian Hutchinson Christian Hutchinson's JP Morgan Chase Bank, N.A. Experience April 2005 - September 2006
Job Application Specialist at New World Systems
Industry Information Technology and Services
Experience
New World Systems July 2013 - Present
CH WANG February 2013 - Present
Michigan Air National Guard August 2009 - Present
Enmark Systems, Inc. March 2013 - June 2013
Billhighway April 2011 - January 2013
Aditya Birla Minacs June 2009 - April 2011
Think Detroit PAL June 2008 - October 2008
Brinks Inc December 2006 - May 2007
JP Morgan Chase Bank NA April 2005 - September 2006
Rochester Community Schools August 2002 - April 2004
Skills
Training, Customer Service, Account Management, Sales, Team Leadership, Microsoft Office, Team Building, Public Speaking, Microsoft Excel, Self-starter, PowerPoint, Microsoft Word, Client Service Oriented, Purchasing, Security Clearance, Troubleshooting, Fulfillment Management, Inventory Management, POS Data Analysis, E-commerce, Procurement, SQL, ERP Implementations, ERP Software, Microsoft Dynamics, Salesforce.com, HTML, XML, CSS, XHTML, Data Warehousing, Tableau
Education
Wayne State University 2014 — 2015
Bachelor's Degree, Management Information Systems and Services
Wayne State University 2005 — 2008
Bachelor of Arts, Political Science/Economics
Oakland Community College 2002 — 2004
General Studies
New World Systems July 2013 - Present
CH WANG February 2013 - Present
Michigan Air National Guard August 2009 - Present
Enmark Systems, Inc. March 2013 - June 2013
Billhighway April 2011 - January 2013
Aditya Birla Minacs June 2009 - April 2011
Think Detroit PAL June 2008 - October 2008
Brinks Inc December 2006 - May 2007
JP Morgan Chase Bank NA April 2005 - September 2006
Rochester Community Schools August 2002 - April 2004
Skills
Training, Customer Service, Account Management, Sales, Team Leadership, Microsoft Office, Team Building, Public Speaking, Microsoft Excel, Self-starter, PowerPoint, Microsoft Word, Client Service Oriented, Purchasing, Security Clearance, Troubleshooting, Fulfillment Management, Inventory Management, POS Data Analysis, E-commerce, Procurement, SQL, ERP Implementations, ERP Software, Microsoft Dynamics, Salesforce.com, HTML, XML, CSS, XHTML, Data Warehousing, Tableau
Education
Wayne State University 2014 — 2015
Bachelor's Degree, Management Information Systems and Services
Wayne State University 2005 — 2008
Bachelor of Arts, Political Science/Economics
Oakland Community College 2002 — 2004
General Studies
Rob Aikins Rob Aikins's JP Morgan Chase Bank, N.A. Experience April 2015 - Present
Job VP, Private Client Advisor at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA April 2015 - Present
Wells Fargo Advisors LLC May 2014 - April 2015
JP Morgan Chase Bank NA June 2012 - May 2014
Charles Schwab September 2008 - June 2012
Education
California Polytechnic State University-San Luis Obispo 1985 — 1990
Bachelor of Science (BS), Agri-Business Marketing
San Rafael High School 1981 — 1985
JP Morgan Chase Bank NA April 2015 - Present
Wells Fargo Advisors LLC May 2014 - April 2015
JP Morgan Chase Bank NA June 2012 - May 2014
Charles Schwab September 2008 - June 2012
Education
California Polytechnic State University-San Luis Obispo 1985 — 1990
Bachelor of Science (BS), Agri-Business Marketing
San Rafael High School 1981 — 1985
Sam Mahapatra Sam Mahapatra's JP Morgan Chase Bank, N.A. Experience June 1989 - September 2006
Job Executive Director, ACCE, JP Morgan Agency Collateral Operations
Industry Investment Banking
Experience
JPMorgan Chase May 2014 - Present
HSBC Securities July 2012 - May 2014
HSBC Securities May 2010 - July 2012
HSBC Securities October 2006 - May 2010
JP Morgan Chase Bank NA June 1989 - September 2006
Skills
Collateral Management, Change Management, Derivatives, Equities, FX, Middle Office, Bonds, Back Office, ISDA, FX Options, Fixed Income, Investment Banking, Trading, Structured Products, Prime Brokerage, Electronic Trading, Options, Credit Derivatives, Hedge Funds, Bloomberg, Banking, Swaps, Capital Markets, Financial Markets, Trading Systems, Interest Rate..., Securities Lending, Equity Derivatives, Risk Management, Emerging Markets, Market Data, Market Risk, CDS, Securities, Reference Data, Commodity, Financial Services, Management
Education
University of Scranton 1986 — 1988
MBA, Marketing & Operations Mgmt
University of Mumbai 1981 — 1986
B.Com, Accounting
Bombay Scottish 1978 — 1981
JPMorgan Chase May 2014 - Present
HSBC Securities July 2012 - May 2014
HSBC Securities May 2010 - July 2012
HSBC Securities October 2006 - May 2010
JP Morgan Chase Bank NA June 1989 - September 2006
Skills
Collateral Management, Change Management, Derivatives, Equities, FX, Middle Office, Bonds, Back Office, ISDA, FX Options, Fixed Income, Investment Banking, Trading, Structured Products, Prime Brokerage, Electronic Trading, Options, Credit Derivatives, Hedge Funds, Bloomberg, Banking, Swaps, Capital Markets, Financial Markets, Trading Systems, Interest Rate..., Securities Lending, Equity Derivatives, Risk Management, Emerging Markets, Market Data, Market Risk, CDS, Securities, Reference Data, Commodity, Financial Services, Management
Education
University of Scranton 1986 — 1988
MBA, Marketing & Operations Mgmt
University of Mumbai 1981 — 1986
B.Com, Accounting
Bombay Scottish 1978 — 1981
Patrick McGovern Patrick McGovern's JP Morgan Chase Bank, N.A. Experience November 2013 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank NA November 2013 - Present
Century National Bank January 2012 - November 2013
American Freedom Assurance November 2009 - May 2011
Roessler's Remodeling Professionals July 2007 - October 2009
Decision One Mortgage November 2004 - July 2007
Express Financial Services June 1996 - February 2004
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Loan Origination, Refinance, Credit, Sales Management, Customer Service, VA loans, Banking, Real Estate, Management, Sales, B2B, Selling
Education
American Bankers Association 2014 — 2014
Analyzing Financial Statements Certificate
American Bankers Association 2014 — 2014
Commercial Lending Certificate
Rutgers, The State University of New Jersey-Newark
Bachelor of Science studies, Business Administration
State New Jersey
JP Morgan Chase Bank NA November 2013 - Present
Century National Bank January 2012 - November 2013
American Freedom Assurance November 2009 - May 2011
Roessler's Remodeling Professionals July 2007 - October 2009
Decision One Mortgage November 2004 - July 2007
Express Financial Services June 1996 - February 2004
Skills
Mortgage Lending, Mortgage Banking, FHA, Loans, Loan Origination, Refinance, Credit, Sales Management, Customer Service, VA loans, Banking, Real Estate, Management, Sales, B2B, Selling
Education
American Bankers Association 2014 — 2014
Analyzing Financial Statements Certificate
American Bankers Association 2014 — 2014
Commercial Lending Certificate
Rutgers, The State University of New Jersey-Newark
Bachelor of Science studies, Business Administration
State New Jersey
Bob Veach Bob Veach's JP Morgan Chase Bank, N.A. Experience June 2009 - Present
Job Guest Services Manager at Jenness Park Christian Camp
Industry Nonprofit Organization Management
Experience
Jenness Park Christian Camp Guest Services ManagerJenness Park Christian CampApril 2015 - Present
JP Morgan Chase Bank N.A. June 2009 - Present
Chase 2009 - 2014
Chase 2009 - 2014
Chase 2009 - 2014
Chase 2009 - 2014
Cooper Avenue Baptist Church June 1999 - May 2009
The Home Depot November 1998 - May 1999
Sports Authority (Sport Mart) June 1995 - November 1998
Sports Authority (Sport Mart) January 1995 - June 1995
Skills
Leadership, Sales, Customer Service, Recruiting, Teaching, Church Events, Non-profits, Public Speaking, Discipleship, Leadership Development, Budgets, Community Outreach, Time Management, Employee Relations, Social Media Marketing, Teamwork, Staff Development, Sales Process, Social Networking, Small Business, Volunteer Management, Fundraising, Team Building, Conflict Resolution, Training, Nonprofits
Education
California Baptist University 1986 — 1997
BA, Religion/Christian Studies
Jenness Park Christian Camp Guest Services ManagerJenness Park Christian CampApril 2015 - Present
JP Morgan Chase Bank N.A. June 2009 - Present
Chase 2009 - 2014
Chase 2009 - 2014
Chase 2009 - 2014
Chase 2009 - 2014
Cooper Avenue Baptist Church June 1999 - May 2009
The Home Depot November 1998 - May 1999
Sports Authority (Sport Mart) June 1995 - November 1998
Sports Authority (Sport Mart) January 1995 - June 1995
Skills
Leadership, Sales, Customer Service, Recruiting, Teaching, Church Events, Non-profits, Public Speaking, Discipleship, Leadership Development, Budgets, Community Outreach, Time Management, Employee Relations, Social Media Marketing, Teamwork, Staff Development, Sales Process, Social Networking, Small Business, Volunteer Management, Fundraising, Team Building, Conflict Resolution, Training, Nonprofits
Education
California Baptist University 1986 — 1997
BA, Religion/Christian Studies
Andrew Martz's JP Morgan Chase Bank, N.A. Experience August 2012 - Present
Job Private Client Advisor at J.P. Morgan
Industry Financial Services
Experience
JP Morgan Chase Bank N.A August 2012 - Present
Chase Investment Services Corp May 2008 - September 2012
First Investors Corporation September 2007 - March 2008
Laidlaw & Co. LTD February 2006 - April 2007
Becton Dickinson 2004 - 2005
Skills
Risk Management, Finance, Portfolio Management, Financial Analysis, Series 7, Equities, Business Analysis, Financial Modeling, Investments, Financial Services, Project Management, Data Analysis, Program Management, Analysis, Process Improvement, Strategic Financial..., Asset Managment, Bloomberg, Microsoft Excel, Microsoft Office, Six Sigma, Business Development
Education
Stevens Institute of Technology 2002 — 2006
BS, Business and Technology
JP Morgan Chase Bank N.A August 2012 - Present
Chase Investment Services Corp May 2008 - September 2012
First Investors Corporation September 2007 - March 2008
Laidlaw & Co. LTD February 2006 - April 2007
Becton Dickinson 2004 - 2005
Skills
Risk Management, Finance, Portfolio Management, Financial Analysis, Series 7, Equities, Business Analysis, Financial Modeling, Investments, Financial Services, Project Management, Data Analysis, Program Management, Analysis, Process Improvement, Strategic Financial..., Asset Managment, Bloomberg, Microsoft Excel, Microsoft Office, Six Sigma, Business Development
Education
Stevens Institute of Technology 2002 — 2006
BS, Business and Technology
Kumar Abhinav Singh Kumar Abhinav Singh's JP Morgan Chase Bank, N.A. Experience July 2007 - August 2008
Job Senior Director, Business Transformation & Account Management at Serco Global Services, Americas
Industry Management Consulting
Experience
Serco Global Services April 2011 - Present
Intelenet Global Services July 2009 - March 2011
JP Morgan Services India Pvt. Ltd. September 2008 - June 2009
JP Morgan Chase Bank NA July 2007 - August 2008
Citigroup Global Services May 2004 - July 2007
Canadian College of Business & Computers October 2000 - March 2001
Skills
Business Transformation, Project Management, Business Development, Process Improvement, Business, Risk Management, Strategic Planning, Leadership, Relationship Management, Outsourcing, Project Planning, Consulting, BPO, Training, Project Delivery, Six Sigma, Key Account Management, Conducting, Vendor Management, CRM, Banking, Business Process..., Transition Management, Strategy, Workshops, Business Acumen, Sales Acumen, Business Analysis, Business Case..., Lean Transformation, Systemic Thinking, Conducting Discovery..., Emotional Intelligence, Cultural Intelligence, Teaching, Interviewing Skills, Execution capabilities, Customer Engagement, Proposal Generation, Client Relationships...
Education
Welingkar Institute of Management Studies & Research 2002 — 2004
MBA, Marketing & eBusiness
University of Lucknow 1996 — 1999
Bachelor of Science, Mathematics & Physics
Studio Seva : Yoga Alliance (Registered Yoga School) 2013 — 2014
Hatha Yoga Teacher Training (200 Hours), Yoga Teacher Training/Yoga Therapy
Serco Global Services April 2011 - Present
Intelenet Global Services July 2009 - March 2011
JP Morgan Services India Pvt. Ltd. September 2008 - June 2009
JP Morgan Chase Bank NA July 2007 - August 2008
Citigroup Global Services May 2004 - July 2007
Canadian College of Business & Computers October 2000 - March 2001
Skills
Business Transformation, Project Management, Business Development, Process Improvement, Business, Risk Management, Strategic Planning, Leadership, Relationship Management, Outsourcing, Project Planning, Consulting, BPO, Training, Project Delivery, Six Sigma, Key Account Management, Conducting, Vendor Management, CRM, Banking, Business Process..., Transition Management, Strategy, Workshops, Business Acumen, Sales Acumen, Business Analysis, Business Case..., Lean Transformation, Systemic Thinking, Conducting Discovery..., Emotional Intelligence, Cultural Intelligence, Teaching, Interviewing Skills, Execution capabilities, Customer Engagement, Proposal Generation, Client Relationships...
Education
Welingkar Institute of Management Studies & Research 2002 — 2004
MBA, Marketing & eBusiness
University of Lucknow 1996 — 1999
Bachelor of Science, Mathematics & Physics
Studio Seva : Yoga Alliance (Registered Yoga School) 2013 — 2014
Hatha Yoga Teacher Training (200 Hours), Yoga Teacher Training/Yoga Therapy
Marialina Mejia Marialina Mejia's JP Morgan Chase Bank, N.A. Experience June 2010 - December 2013
Job .
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A January 2014 - Present
JP Morgan Chase Bank N.A June 2010 - December 2013
Education
Florida International University 2007 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Florida International University 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
JPMorgan Chase Bank, N.A January 2014 - Present
JP Morgan Chase Bank N.A June 2010 - December 2013
Education
Florida International University 2007 — 2009
Bachelor of Business Administration (B.B.A.), International Business
Florida International University 2007 — 2009
Bachelor of Business Administration (BBA), Finance, General
Cheri Page's JP Morgan Chase Bank, N.A. Experience October 2005 - November 2014
Job Accounting and Admin Professional
Industry Financial Services
Experience
JP MORGAN CHASE Bank NA October 2005 - November 2014
INDUSTRIAL ELECTRICAL COMPANIES August 2002 - September 2005
GREEN APPLE INTERNET August 2000 - August 2001
THREE-C BODY SHOPS, INC August 1999 - August 2000
Office Mart, Inc. February 1998 - January 1999
Wilsonart International September 1994 - February 1998
JEFFERSON SMURFIT CORPORATION/KELLY SERVICES, INC January 1993 - January 1994
MCGRAW-HILL PUBLISHING CO May 1981 - July 1993
Century21 Town & Country Real Estate Services January 1986 - January 1989
Skills
Microsoft Office, Process Improvement, Financial Analysis, Employee Training, Management, Risk Management, Banking, Direct Marketing
Education
Franklin University
Real Estate Law and Real Estate Principles/Practices
JP MORGAN CHASE Bank NA October 2005 - November 2014
INDUSTRIAL ELECTRICAL COMPANIES August 2002 - September 2005
GREEN APPLE INTERNET August 2000 - August 2001
THREE-C BODY SHOPS, INC August 1999 - August 2000
Office Mart, Inc. February 1998 - January 1999
Wilsonart International September 1994 - February 1998
JEFFERSON SMURFIT CORPORATION/KELLY SERVICES, INC January 1993 - January 1994
MCGRAW-HILL PUBLISHING CO May 1981 - July 1993
Century21 Town & Country Real Estate Services January 1986 - January 1989
Skills
Microsoft Office, Process Improvement, Financial Analysis, Employee Training, Management, Risk Management, Banking, Direct Marketing
Education
Franklin University
Real Estate Law and Real Estate Principles/Practices
Misty Bayles's JP Morgan Chase Bank, N.A. Experience May 2010 - Present
Job Relationship Banker at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA May 2010 - Present
Aflac July 2009 - May 2010
Education
University of Louisiana at Monroe 2004 — 2009
Bachelor of Science, Business Administration
JP Morgan Chase Bank NA May 2010 - Present
Aflac July 2009 - May 2010
Education
University of Louisiana at Monroe 2004 — 2009
Bachelor of Science, Business Administration
Jon Cox's JP Morgan Chase Bank, N.A. Experience August 2011 - August 2014
Job National Account Manager at HireLive
Industry Financial Services
Experience
HireLive August 2014 - Present
JP MORGAN CHASE BANK NA August 2011 - August 2014
24hr Fitness July 2009 - August 2011
Best New and Used Office Furniture November 2008 - June 2009
Homecomings Financial February 2007 - November 2008
GreenPoint Mortgage February 2005 - February 2007
Skills
Sales Management, Account Management, Team Management, Salesforce.com, Sales Presentations, Monthly Closing, Loan Origination, Loan Closings, Coaching, Sports Coaching, Team Building, Team Leadership, Relationship Management, Building Relationships, B2B SALES, B2B, Recruiting, Retail Banking, Investment Banking, Branch Banking, Business Loans, Home Equity Loans, Retail Sales, Bartending, Restaurants, Fitness Industry, Fitness Center, Educational Leadership, Teaching, Sales, Direct Sales, Cold Calling, Closing Business, Customer Retention, Customer Service, Client Rapport, Business Relationship..., Presentations, Finance, Business Development, CRM, Client Services, Leadership, Marketing, Negotiation, Management, Mortgage Lending, Marketing Strategy, Strategic Planning, Sales Operations
Education
Cal State Fullerton 2000 — 2002
BACHELOR OF SOCIAL SCIENCE, History
HireLive August 2014 - Present
JP MORGAN CHASE BANK NA August 2011 - August 2014
24hr Fitness July 2009 - August 2011
Best New and Used Office Furniture November 2008 - June 2009
Homecomings Financial February 2007 - November 2008
GreenPoint Mortgage February 2005 - February 2007
Skills
Sales Management, Account Management, Team Management, Salesforce.com, Sales Presentations, Monthly Closing, Loan Origination, Loan Closings, Coaching, Sports Coaching, Team Building, Team Leadership, Relationship Management, Building Relationships, B2B SALES, B2B, Recruiting, Retail Banking, Investment Banking, Branch Banking, Business Loans, Home Equity Loans, Retail Sales, Bartending, Restaurants, Fitness Industry, Fitness Center, Educational Leadership, Teaching, Sales, Direct Sales, Cold Calling, Closing Business, Customer Retention, Customer Service, Client Rapport, Business Relationship..., Presentations, Finance, Business Development, CRM, Client Services, Leadership, Marketing, Negotiation, Management, Mortgage Lending, Marketing Strategy, Strategic Planning, Sales Operations
Education
Cal State Fullerton 2000 — 2002
BACHELOR OF SOCIAL SCIENCE, History
Ramzi Ali Ramzi Ali's JP Morgan Chase Bank, N.A. Experience February 2011 - Present
Job Chase Private Client Banker at Chase Bank
Industry Banking
Experience
JP Morgan Chase Bank NA February 2011 - Present
Verizon Wireless 2005 - 2010
City of Temecula 2005 - 2005
Skills
Customer Experience, Leadership, Telecommunications, Customer Retention, Sales, Sales Management, Sales Process, Customer Service, Management, Customer Satisfaction, Team Building, Account Management, Direct Sales, Sales Operations, Employee Training
Education
San Diego State University-California State University 2001 — 2005
Bachelor's Degree, Public Administration
JP Morgan Chase Bank NA February 2011 - Present
Verizon Wireless 2005 - 2010
City of Temecula 2005 - 2005
Skills
Customer Experience, Leadership, Telecommunications, Customer Retention, Sales, Sales Management, Sales Process, Customer Service, Management, Customer Satisfaction, Team Building, Account Management, Direct Sales, Sales Operations, Employee Training
Education
San Diego State University-California State University 2001 — 2005
Bachelor's Degree, Public Administration
James Mauldin James Mauldin's JP Morgan Chase Bank, N.A. Experience May 2008 - May 2014
Job Student at Stella Adler School of Acting
Industry Entertainment
Experience
JP Morgan Chase Bank NA May 2008 - May 2014
Maxim Group November 2006 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Credit
Education
Stella Adler School of Acting
Marist College 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
St. Joseph by the Sea 1998 — 2002
HS Diploma
JP Morgan Chase Bank NA May 2008 - May 2014
Maxim Group November 2006 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Credit
Education
Stella Adler School of Acting
Marist College 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
St. Joseph by the Sea 1998 — 2002
HS Diploma
Raúl Saldaña Jr.'s JP Morgan Chase Bank, N.A. Experience October 2011 - July 2015
Job Mortgage Loan Consultant at Xceed Financial Credit Union
Industry Financial Services
Experience
Xceed Financial Credit Union July 2015 - Present
JP Morgan Chase Bank N.A. October 2011 - July 2015
U.S. BANK October 2010 - July 2011
Indymac Bank March 2008 - September 2008
RMS INVESTMENTS March 2005 - March 2008
Citinet Mortgage March 2005 - March 2008
Bank of America February 2003 - March 2005
Skills
Customer Service, Leadership, Loans, Banking, Mortgage Lending, Sales, Credit, Financial Services, Finance
Education
Cerritos College 2000 — 2002
Warren High School 1996 — 2000
High School Diploma
Xceed Financial Credit Union July 2015 - Present
JP Morgan Chase Bank N.A. October 2011 - July 2015
U.S. BANK October 2010 - July 2011
Indymac Bank March 2008 - September 2008
RMS INVESTMENTS March 2005 - March 2008
Citinet Mortgage March 2005 - March 2008
Bank of America February 2003 - March 2005
Skills
Customer Service, Leadership, Loans, Banking, Mortgage Lending, Sales, Credit, Financial Services, Finance
Education
Cerritos College 2000 — 2002
Warren High School 1996 — 2000
High School Diploma
Paul Southerland Paul Southerland's JP Morgan Chase Bank, N.A. Experience January 2011 - March 2015
Job Real Estate & Investments
Industry Real Estate
Experience
CENTURY 21® June 2015 - Present
JP Morgan Chase Bank N.A. January 2011 - March 2015
Skills
Credit, Sales, Customer Service, Banking, Finance, Social Media, Microsoft Excel
Education
Smith School of Business 2008 — 2010
Bachelor of Science (B.S.), Business/Commerce, General
California State University-Channel Islands 2007 — 2010
Bachelor of Science (B.S.) Business, Business & Finance
CENTURY 21® June 2015 - Present
JP Morgan Chase Bank N.A. January 2011 - March 2015
Skills
Credit, Sales, Customer Service, Banking, Finance, Social Media, Microsoft Excel
Education
Smith School of Business 2008 — 2010
Bachelor of Science (B.S.), Business/Commerce, General
California State University-Channel Islands 2007 — 2010
Bachelor of Science (B.S.) Business, Business & Finance
Radhames Pineda Radhames Pineda's JP Morgan Chase Bank, N.A. Experience January 2010 - April 2015
Job Financial Advisor Associate at J.P. Morgan Securities, LLC at J.P. Morgan
Industry Banking
Experience
J.P. Morgan Securities, LLC April 2015 - Present
JP Morgan Chase Bank, NA January 2010 - April 2015
RMG January 2003 - January 2010
Education
City University of New York City College 2005 — 2009
Bachelors, Economics and Finance
J.P. Morgan Securities, LLC April 2015 - Present
JP Morgan Chase Bank, NA January 2010 - April 2015
RMG January 2003 - January 2010
Education
City University of New York City College 2005 — 2009
Bachelors, Economics and Finance
Jair Javier Gamiz Silveyra's JP Morgan Chase Bank, N.A. Experience August 2014 - Present
Job Vice President Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, NA August 2014 - Present
Merrill Lynch February 2014 - August 2014
Revolution Wealth Management December 2012 - February 2014
LPL Financial December 2012 - February 2014
JPMorgan Chase & Co. July 2011 - December 2012
Chase November 2007 - July 2011
Holland Hospital June 1998 - November 2007
U.S. Commercial Service May 2007 - August 2007
Education
Jones International University 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Grand Valley State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), International Business and Finance
JP Morgan Chase Bank, NA August 2014 - Present
Merrill Lynch February 2014 - August 2014
Revolution Wealth Management December 2012 - February 2014
LPL Financial December 2012 - February 2014
JPMorgan Chase & Co. July 2011 - December 2012
Chase November 2007 - July 2011
Holland Hospital June 1998 - November 2007
U.S. Commercial Service May 2007 - August 2007
Education
Jones International University 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Grand Valley State University 2004 — 2007
Bachelor of Business Administration (B.B.A.), International Business and Finance
Samantha Lopez-Araiza's JP Morgan Chase Bank, N.A. Experience October 2014 - Present
Job at
Industry Banking
Experience
JP Morgan Chase Bank N.A October 2014 - Present
Vantage Bank Texas January 2013 - October 2014
BBVA Compass February 2012 - January 2013
BBVA COMPASS BANK March 2011 - February 2012
BBVA Compass May 2009 - February 2011
Skills
Dependable Team Player, Always Punctual, Friendly Personality, Sales, Customer Service, Leadership, Professional..., Business Ethics, Small Business Lending, Foreign National Loans, Mortgage Lending, Consumer Lending, lending, Cash Flow Lending, Commercial Lending, Credit Cards, Loans, Retail, Mortgage Banking, Deposits, Cross Selling
Education
The University of Texas at San Antonio 2014 — 2016
Human Resource Management BBA
San Antonio College 2008 — 2014
Business Administration and Management, General/ Finance
JP Morgan Chase Bank N.A October 2014 - Present
Vantage Bank Texas January 2013 - October 2014
BBVA Compass February 2012 - January 2013
BBVA COMPASS BANK March 2011 - February 2012
BBVA Compass May 2009 - February 2011
Skills
Dependable Team Player, Always Punctual, Friendly Personality, Sales, Customer Service, Leadership, Professional..., Business Ethics, Small Business Lending, Foreign National Loans, Mortgage Lending, Consumer Lending, lending, Cash Flow Lending, Commercial Lending, Credit Cards, Loans, Retail, Mortgage Banking, Deposits, Cross Selling
Education
The University of Texas at San Antonio 2014 — 2016
Human Resource Management BBA
San Antonio College 2008 — 2014
Business Administration and Management, General/ Finance
Andrew Hayek, CFP® Andrew Hayek, CFP®'s JP Morgan Chase Bank, N.A. Experience April 2015 - Present
Job Private Client Advisor at JP Morgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA April 2015 - Present
JP Morgan Chase Bank, NA May 2010 - April 2015
JP Morgan Chase Bank, NA March 2004 - May 2010
Morgan Stanley April 2001 - March 2004
Education
Case Western Reserve University - Weatherhead School of Management 1997 — 1999
Master of Business Administration (MBA)
Penn State University 1991 — 1993
Bachelor of Science (BS)
JP Morgan Chase Bank, NA April 2015 - Present
JP Morgan Chase Bank, NA May 2010 - April 2015
JP Morgan Chase Bank, NA March 2004 - May 2010
Morgan Stanley April 2001 - March 2004
Education
Case Western Reserve University - Weatherhead School of Management 1997 — 1999
Master of Business Administration (MBA)
Penn State University 1991 — 1993
Bachelor of Science (BS)
Terrence Ahoua Terrence Ahoua's JP Morgan Chase Bank, N.A. Experience January 2015 - Present
Job Relationship Banker at JP Morgan Chase Bank, NA
Industry Banking
Experience
JP Morgan Chase Bank, NA January 2015 - Present
JP Morgan Chase Bank, NA December 2013 - Present
URBAN SOCCER LEAGUE August 2005 - Present
E'lan NYC Inc, June 2007 - December 2013
McDonald's Corporation April 2002 - July 2005
Education
Queens College 2007 — 2010
Bachelor of Arts, Accounting and Information Systems, Accounting
JP Morgan Chase Bank, NA January 2015 - Present
JP Morgan Chase Bank, NA December 2013 - Present
URBAN SOCCER LEAGUE August 2005 - Present
E'lan NYC Inc, June 2007 - December 2013
McDonald's Corporation April 2002 - July 2005
Education
Queens College 2007 — 2010
Bachelor of Arts, Accounting and Information Systems, Accounting
Derrick Clarke Derrick Clarke's JP Morgan Chase Bank, N.A. Experience August 2014 - Present
Job Building my career
Industry Construction
Experience
Bogart Construction, Inc. August 2015 - Present
JP Morgan Chase Bank NA August 2014 - Present
Wells Fargo June 2013 - July 2014
Best Buy August 2008 - August 2013
Skills
Customer Service, Microsoft Office, Sales, Leadership, Microsoft Word, Time Management, Microsoft Excel, PowerPoint, Management, Inventory Management, Product Specialists, Automotive
Education
Cal State Fullerton 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bogart Construction, Inc. August 2015 - Present
JP Morgan Chase Bank NA August 2014 - Present
Wells Fargo June 2013 - July 2014
Best Buy August 2008 - August 2013
Skills
Customer Service, Microsoft Office, Sales, Leadership, Microsoft Word, Time Management, Microsoft Excel, PowerPoint, Management, Inventory Management, Product Specialists, Automotive
Education
Cal State Fullerton 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Justin Titus Justin Titus's JP Morgan Chase Bank, N.A. Experience August 2011 - Present
Job Financial Representative
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
JP Morgan Chase Bank N.A August 2011 - Present
Education
Morgan State University 2008 — 2011
Master, Business Administration/Finance
Prairie View A&M University 2003 — 2007
Bachelor, Business Administration/Management
Northwestern Mutual February 2015 - Present
JP Morgan Chase Bank N.A August 2011 - Present
Education
Morgan State University 2008 — 2011
Master, Business Administration/Finance
Prairie View A&M University 2003 — 2007
Bachelor, Business Administration/Management
Richard Yuen's JP Morgan Chase Bank, N.A. Experience June 2011 - Present
Job Private Client Advisor at JP Morgan Chase Bank NA.
Industry Financial Services
Experience
JP Morgan Chase Bank NA June 2011 - Present
JP Morgan Chase March 2010 - May 2011
Ameriprise Financial July 2008 - 2009
Education
University of Central Florida 2003 — 2007
Finance, College of Business Administration Finance and Real Estate
JP Morgan Chase Bank NA June 2011 - Present
JP Morgan Chase March 2010 - May 2011
Ameriprise Financial July 2008 - 2009
Education
University of Central Florida 2003 — 2007
Finance, College of Business Administration Finance and Real Estate
Kimberly Morris Agee's JP Morgan Chase Bank, N.A. Experience March 2007 - July 2009
Job Associate Attorney at Greenberg Traurig, LLP
Industry Law Practice
Experience
Greenberg Traurig, LLP May 2014 - Present
Fredrikson & Byron September 2012 - May 2014
FDIC June 2010 - May 2012
The Coca-Cola Company January 2012 - April 2012
Fredrikson & Byron, P.A May 2011 - August 2011
Securities and Exchange Commission August 2010 - November 2010
JP Morgan Chase Bank, NA March 2007 - July 2009
Citibank, NA May 2006 - March 2007
J.P. Morgan Chase Bank, NA October 2005 - March 2006
J.P. Morgan Chase Bank, NA September 2004 - October 2005
Skills
Corporate Law, Management, Banking, Finance, Investments, Training, FINRA licenses 6, 7, 63, 65, 24, 9, 10 - Expired 2011, Bar Admission Minnesota..., Policy, Analysis, Credit, Auditing, Business Development, Criminal Law, Nonprofits
Education
Emory University School of Law 2009 — 2012
Doctor of Law (JD), Transactional Law
DePaul University 1994 — 1997
Bachelor of Arts, Business Management
Greenberg Traurig, LLP May 2014 - Present
Fredrikson & Byron September 2012 - May 2014
FDIC June 2010 - May 2012
The Coca-Cola Company January 2012 - April 2012
Fredrikson & Byron, P.A May 2011 - August 2011
Securities and Exchange Commission August 2010 - November 2010
JP Morgan Chase Bank, NA March 2007 - July 2009
Citibank, NA May 2006 - March 2007
J.P. Morgan Chase Bank, NA October 2005 - March 2006
J.P. Morgan Chase Bank, NA September 2004 - October 2005
Skills
Corporate Law, Management, Banking, Finance, Investments, Training, FINRA licenses 6, 7, 63, 65, 24, 9, 10 - Expired 2011, Bar Admission Minnesota..., Policy, Analysis, Credit, Auditing, Business Development, Criminal Law, Nonprofits
Education
Emory University School of Law 2009 — 2012
Doctor of Law (JD), Transactional Law
DePaul University 1994 — 1997
Bachelor of Arts, Business Management
William Hutson's JP Morgan Chase Bank, N.A. Experience July 2014 - Present
Job Relationship Banker at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA July 2014 - Present
Fidelity Investments 2007 - 2014
First NLC December 2006 - June 2007
Education
Texas A&M University 1999 — 2002
Bachelor of Science (B.S.), Bioenvironmental Science
JP Morgan Chase Bank NA July 2014 - Present
Fidelity Investments 2007 - 2014
First NLC December 2006 - June 2007
Education
Texas A&M University 1999 — 2002
Bachelor of Science (B.S.), Bioenvironmental Science
Molly Alderete Molly Alderete's JP Morgan Chase Bank, N.A. Experience September 2006 - November 2008
Job Client Relations
Industry Entertainment
Experience
Kooshi Gourmet June 2014 - Present
Smokestik (eCig) 2013 - 2014
Coastline Spa April 2012 - 2013
Lipstick & High Heels Inc. July 2011 - 2013
K&N Theatrical Ent. Inc. March 2009 - July 2011
Wells Fargo Home Mortgage June 2008 - December 2009
JP Morgan Chase Bank NA September 2006 - November 2008
Scribner Bend Vineyards June 2005 - August 2006
Skills
Marketing, Event Planning, Advertising, Public Relations, Customer Satisfaction, Account Management, Customer Service, Sales, Entertainment, PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Social Media Marketing, Social Networking, Social Media, Event Management, Leadership
Education
California State University-Sacramento 1999 — 2004
BA, Public Relations
Kooshi Gourmet June 2014 - Present
Smokestik (eCig) 2013 - 2014
Coastline Spa April 2012 - 2013
Lipstick & High Heels Inc. July 2011 - 2013
K&N Theatrical Ent. Inc. March 2009 - July 2011
Wells Fargo Home Mortgage June 2008 - December 2009
JP Morgan Chase Bank NA September 2006 - November 2008
Scribner Bend Vineyards June 2005 - August 2006
Skills
Marketing, Event Planning, Advertising, Public Relations, Customer Satisfaction, Account Management, Customer Service, Sales, Entertainment, PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Social Media Marketing, Social Networking, Social Media, Event Management, Leadership
Education
California State University-Sacramento 1999 — 2004
BA, Public Relations
Dipti Sharma Dipti Sharma's JP Morgan Chase Bank, N.A. Experience June 2014 - Present
Job Relationship Banker at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA June 2014 - Present
Flushing Bank February 2013 - June 2014
National Financial Partners February 2013 - October 2013
The Johnston Group June 2011 - November 2012
LSBE Financial Markets Program April 2010 - May 2011
University of Minnesota September 2008 - May 2011
Nankai University May 2010 - June 2010
University of Minnesota January 2010 - May 2010
Sierra Club July 2007 - August 2007
Education
University of Minnesota Duluth 2007 — 2011
Bachelors of Business Administration, Financial Markets Finance
JP Morgan Chase Bank NA June 2014 - Present
Flushing Bank February 2013 - June 2014
National Financial Partners February 2013 - October 2013
The Johnston Group June 2011 - November 2012
LSBE Financial Markets Program April 2010 - May 2011
University of Minnesota September 2008 - May 2011
Nankai University May 2010 - June 2010
University of Minnesota January 2010 - May 2010
Sierra Club July 2007 - August 2007
Education
University of Minnesota Duluth 2007 — 2011
Bachelors of Business Administration, Financial Markets Finance
Matthew Paparazzo's JP Morgan Chase Bank, N.A. Experience August 2010 - Present
Job VPPrivate Client Advisor, JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. August 2010 - Present
Sovereign Bank June 2009 - September 2010
Banc of America Investments March 2008 - March 2009
Bank of America October 2005 - March 2008
Education
William Paterson University of New Jersey 2000 — 2007
BA, Philosophy Major, Economics Minor
Academy of Performing Arts in Prague 1995 — 1996
Photography
New York University 1994 — 1996
Photography, Psychology
JP Morgan Chase Bank N.A. August 2010 - Present
Sovereign Bank June 2009 - September 2010
Banc of America Investments March 2008 - March 2009
Bank of America October 2005 - March 2008
Education
William Paterson University of New Jersey 2000 — 2007
BA, Philosophy Major, Economics Minor
Academy of Performing Arts in Prague 1995 — 1996
Photography
New York University 1994 — 1996
Photography, Psychology
Marty Maki Marty Maki's JP Morgan Chase Bank, N.A. Experience September 2011 - Present
Job Personal Banker at JPMorgan Chase
Industry Banking
Experience
JP Morgan Chase Bank, NA September 2011 - Present
Maki Insurance Group November 2009 - September 2011
Desert Canyon Insurance November 2007 - November 2009
American Family Insurance -- Marty Maki Agency May 2005 - November 2007
American Family Insurance -- Tim Maki Agency April 2002 - May 2005
American Family Insurance June 2000 - April 2002
Liberty Mutual Insurance October 1997 - June 2000
Education
Grand Valley State University 1993 — 1995
Williamston High School 1988 — 1988
JP Morgan Chase Bank, NA September 2011 - Present
Maki Insurance Group November 2009 - September 2011
Desert Canyon Insurance November 2007 - November 2009
American Family Insurance -- Marty Maki Agency May 2005 - November 2007
American Family Insurance -- Tim Maki Agency April 2002 - May 2005
American Family Insurance June 2000 - April 2002
Liberty Mutual Insurance October 1997 - June 2000
Education
Grand Valley State University 1993 — 1995
Williamston High School 1988 — 1988
Nelrine Barrett Nelrine Barrett's JP Morgan Chase Bank, N.A. Experience July 2012 - Present
Job at
Industry Banking
Experience
JP Morgan Chase Bank, NA July 2012 - Present
Skills
Banking, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Leadership, Data Analysis, PowerPoint, Microsoft Word, Team Building, Marketing, Sales Management
Education
Fordham University 2005 — 2009
Bachelor of Science, Business Administration - Maketing and Finance (Double Major)
JP Morgan Chase Bank, NA July 2012 - Present
Skills
Banking, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Office, Leadership, Data Analysis, PowerPoint, Microsoft Word, Team Building, Marketing, Sales Management
Education
Fordham University 2005 — 2009
Bachelor of Science, Business Administration - Maketing and Finance (Double Major)
Sam Ryzhikov's JP Morgan Chase Bank, N.A. Experience February 2012 - Present
Job Private Client Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. February 2012 - Present
Keystone Trading Concepts October 2010 - September 2011
AXA Advisors January 2010 - February 2011
RAJE 2009 - 2010
Maimonides Medical Center 2008 - 2010
AXA Advisors November 2008 - December 2009
Skills
Road Biking
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance & Investments
New Dorp
finance and investment
JP Morgan Chase Bank N.A. February 2012 - Present
Keystone Trading Concepts October 2010 - September 2011
AXA Advisors January 2010 - February 2011
RAJE 2009 - 2010
Maimonides Medical Center 2008 - 2010
AXA Advisors November 2008 - December 2009
Skills
Road Biking
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
BBA, Finance & Investments
New Dorp
finance and investment
Erica Albritton Erica Albritton's JP Morgan Chase Bank, N.A. Experience March 2014 - Present
Job Private Client Investment Associate JP Morgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA March 2014 - Present
Chase Investment Services June 2011 - September 2012
First Command Financial Planning November 2009 - June 2011
BizCarta/DPI February 2001 - March 2006
Convergent Communications 1998 - 2000
Education
Southern Methodist University - Cox School of Business 2004 — 2005
MBA
Texas Christian University 1991 — 1995
BBA
Texas Christian University - M.J. Neeley School of Business 1991 — 1995
diploma
JP Morgan Chase Bank, NA March 2014 - Present
Chase Investment Services June 2011 - September 2012
First Command Financial Planning November 2009 - June 2011
BizCarta/DPI February 2001 - March 2006
Convergent Communications 1998 - 2000
Education
Southern Methodist University - Cox School of Business 2004 — 2005
MBA
Texas Christian University 1991 — 1995
BBA
Texas Christian University - M.J. Neeley School of Business 1991 — 1995
diploma
Juliet Huang's JP Morgan Chase Bank, N.A. Experience 2014 - 2015
Job Banking Professional
Industry Banking
Experience
JP Morgan Chase Bank, NA 2014 - 2015
JP Morgan Chase Bank, NA September 2010 - March 2014
Arrowhead Credit Union June 2008 - September 2010
Bank of America April 2003 - May 2008
Skills
Banking, Credit, Management, Risk Management, Finance, Relationship Management, Financial Services, Teaching Adults, English Teaching, Restaurant Management
Education
Ryerson University 1988 — 1992
Business Administration and Management
JP Morgan Chase Bank, NA 2014 - 2015
JP Morgan Chase Bank, NA September 2010 - March 2014
Arrowhead Credit Union June 2008 - September 2010
Bank of America April 2003 - May 2008
Skills
Banking, Credit, Management, Risk Management, Finance, Relationship Management, Financial Services, Teaching Adults, English Teaching, Restaurant Management
Education
Ryerson University 1988 — 1992
Business Administration and Management
Billy Farris Billy Farris's JP Morgan Chase Bank, N.A. Experience November 2010 - December 2013
Job Financial Advisor Associate at JPMorgan Securities LLC, Retirement Specialist, College Planning, Wealth Manager
Industry Financial Services
Experience
JP Morgan Securities LLC January 2014 - Present
JP Morgan Chase Bank NA November 2010 - December 2013
Skills
Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Investments, Customer Service, Series 63, Series 7, Retirement, College Education...
Education
Colorado State University 2004 — 2008
Liberal Arts/ Business Fianance
JP Morgan Securities LLC January 2014 - Present
JP Morgan Chase Bank NA November 2010 - December 2013
Skills
Retirement Planning, Wealth Management, Financial Analysis, Risk Management, Investments, Customer Service, Series 63, Series 7, Retirement, College Education...
Education
Colorado State University 2004 — 2008
Liberal Arts/ Business Fianance
Chris Pecktol's JP Morgan Chase Bank, N.A. Experience July 2009 - May 2011
Job Branch Manager Private Client
Industry Banking
Experience
JPMorgan Chase Bank NA May 2011 - Present
JP Morgan Chase Bank NA July 2009 - May 2011
Aerotek December 2006 - July 2009
Ameriquest Mortgage Company 2004 - 2006
Skills
Cold Calling, Branch Banking, Applicant Tracking..., Internet Recruiting, Recruiting
Education
Michigan State University
Bachelor, General management
JPMorgan Chase Bank NA May 2011 - Present
JP Morgan Chase Bank NA July 2009 - May 2011
Aerotek December 2006 - July 2009
Ameriquest Mortgage Company 2004 - 2006
Skills
Cold Calling, Branch Banking, Applicant Tracking..., Internet Recruiting, Recruiting
Education
Michigan State University
Bachelor, General management
Myla Battaglia's JP Morgan Chase Bank, N.A. Experience December 1995 - Present
Job Private Client Banker at JP Morgan Chase Bank NA
Industry Banking
Experience
JP Morgan Chase Bank NA December 1995 - Present
Parisian July 1994 - December 1995
Education
Miami University 1991 — 1994
Wayne State University
MBA, Finance
JP Morgan Chase Bank NA December 1995 - Present
Parisian July 1994 - December 1995
Education
Miami University 1991 — 1994
Wayne State University
MBA, Finance
Marc Burke's JP Morgan Chase Bank, N.A. Experience September 2012 - Present
Job Private Client Advisor at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA September 2012 - Present
Chase Investment Services September 2006 - September 2012
Charles Schwab 1986 - 2000
Education
University of Maryland University College 1978 — 1982
JP Morgan Chase Bank NA September 2012 - Present
Chase Investment Services September 2006 - September 2012
Charles Schwab 1986 - 2000
Education
University of Maryland University College 1978 — 1982
Bill Kooiman's JP Morgan Chase Bank, N.A. Experience January 2008 - Present
Job Relationship Banker/Small Business Specialist at JP Morgan Chase Bank NA
Industry Banking
Experience
JP Morgan Chase Bank NA January 2008 - Present
Education
Central Michigan University 1994 — 2000
Bachelor of Science
JP Morgan Chase Bank NA January 2008 - Present
Education
Central Michigan University 1994 — 2000
Bachelor of Science
Justin Neuberg, CFA's JP Morgan Chase Bank, N.A. Experience July 2002 - July 2007
Job Senior Analyst at Convergence Investment Partners, LLC
Industry Investment Management
Experience
Convergence Investment Partners, LLC January 2014 - Present
Mariner Wealth Advisors June 2009 - December 2013
JP Morgan Chase Bank, NA July 2002 - July 2007
Concert (Joint Venture of AT&T and BT) September 1999 - September 2001
Skills
Bloomberg Terminal, Excel, Word, PowerPoint, Morningstar, Zephyr Style Advisor, Zephyr Allocation..., MS Office Suite, Mutual Funds, ETFs, Separately Managed..., Hedge Funds, Risk Analysis, Factor Analysis, Performance Attribution, Equity Research, Fixed Income Research, Investment Products, Alternative Investments
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, Finance
University of California, San Diego 2003 — 2006
Professional Certificate, Finance
University of Virginia 1995 — 1999
Physics
Stuart High School 1991 — 1995
Convergence Investment Partners, LLC January 2014 - Present
Mariner Wealth Advisors June 2009 - December 2013
JP Morgan Chase Bank, NA July 2002 - July 2007
Concert (Joint Venture of AT&T and BT) September 1999 - September 2001
Skills
Bloomberg Terminal, Excel, Word, PowerPoint, Morningstar, Zephyr Style Advisor, Zephyr Allocation..., MS Office Suite, Mutual Funds, ETFs, Separately Managed..., Hedge Funds, Risk Analysis, Factor Analysis, Performance Attribution, Equity Research, Fixed Income Research, Investment Products, Alternative Investments
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA, Finance
University of California, San Diego 2003 — 2006
Professional Certificate, Finance
University of Virginia 1995 — 1999
Physics
Stuart High School 1991 — 1995
Barbara Hochberg's JP Morgan Chase Bank, N.A. Experience December 2011 - May 2013
Job Collection Specialist
Industry Publishing
Experience
Heritage for the Blind February 2014 - February 2015
JP Morgan Chase Bank NA December 2011 - May 2013
Lebhar-Friedman, Inc January 1990 - March 2011
Lebhar-Friedman,Inc September 1986 - January 1990
Lebhar-Friedman,Inc May 1982 - September 1986
Skills
Accounts Receivable, Finance, Forecasting, Credit, Risk Management, Analysis, Accounting, Leadership, Account Reconciliation, Management, Financial Analysis, Customer Service, Microsoft Excel, Accounts Payable, Sarbanes-Oxley Act, Negotiation, Start-ups, Executive Management, Financial Reporting, Cash Management, Budgets, Account Management, General Ledger, Financial Services, Operations Management, Sales, B2B, Mergers & Acquisitions, IBM iSeries, Online Research, Strategy, Credit Analysis, Credit Risk, Publishing, Dunn & Bradstreet, Portfolio Management, Payments, Credit Cards, Managerial Finance, Financial Risk, Credit Management, QuickBooks, MSG Software, Customer Relations, Excel, AS400, Lawson, Microsoft CRM, Great Plains Software, Cash Flow
Education
Kingsborough Community College 1998 — 2001
AAS, Accounting, 3.58
Heritage for the Blind February 2014 - February 2015
JP Morgan Chase Bank NA December 2011 - May 2013
Lebhar-Friedman, Inc January 1990 - March 2011
Lebhar-Friedman,Inc September 1986 - January 1990
Lebhar-Friedman,Inc May 1982 - September 1986
Skills
Accounts Receivable, Finance, Forecasting, Credit, Risk Management, Analysis, Accounting, Leadership, Account Reconciliation, Management, Financial Analysis, Customer Service, Microsoft Excel, Accounts Payable, Sarbanes-Oxley Act, Negotiation, Start-ups, Executive Management, Financial Reporting, Cash Management, Budgets, Account Management, General Ledger, Financial Services, Operations Management, Sales, B2B, Mergers & Acquisitions, IBM iSeries, Online Research, Strategy, Credit Analysis, Credit Risk, Publishing, Dunn & Bradstreet, Portfolio Management, Payments, Credit Cards, Managerial Finance, Financial Risk, Credit Management, QuickBooks, MSG Software, Customer Relations, Excel, AS400, Lawson, Microsoft CRM, Great Plains Software, Cash Flow
Education
Kingsborough Community College 1998 — 2001
AAS, Accounting, 3.58
Joanne Baduria's JP Morgan Chase Bank, N.A. Experience November 2014 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank N.A. November 2014 - Present
Union Bank July 2008 - November 2014
South Coast Plaza August 2005 - July 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Fashion, Teamwork, Fashion Design, Retail
Education
Azusa Pacific University 2000 — 2007
Bachelor of Science (B.S.), Organizational Leadership
California State University-Long Beach
JP Morgan Chase Bank N.A. November 2014 - Present
Union Bank July 2008 - November 2014
South Coast Plaza August 2005 - July 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Fashion, Teamwork, Fashion Design, Retail
Education
Azusa Pacific University 2000 — 2007
Bachelor of Science (B.S.), Organizational Leadership
California State University-Long Beach
Matt Neiger's JP Morgan Chase Bank, N.A. Experience August 2012 - Present
Job Chase Private Client Investment Asst at JP Morgan Chase Bank, NA
Industry Investment Management
Experience
JP Morgan Chase Bank, NA August 2012 - Present
Chase Investment Services Corp January 1997 - August 2012
Education
California State University-Sacramento 1983 — 1985
Cosumnes River College 1980 — 1982
Christian Brothers High School 1976 — 1980
JP Morgan Chase Bank, NA August 2012 - Present
Chase Investment Services Corp January 1997 - August 2012
Education
California State University-Sacramento 1983 — 1985
Cosumnes River College 1980 — 1982
Christian Brothers High School 1976 — 1980
Charlie Mulhern's JP Morgan Chase Bank, N.A. Experience 1991 - 2005
Job VP at WMC
Industry Investment Management
Experience
WMC Vice PresidentWellington Management Company2005 - Present
JPMorgan Chase 1991 - 2005
JP Morgan 1991 - 2005
JPMorgan 1991 - 2005
Chase Manhattan Bank 1991 - 2005
JP Morgan Chase Bank NA 1991 - 2005
JPMorganChase 1991 - 2005
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Hofstra University 1989 — 1991
BBA, Banking and Finance
Suffolk County Community College 1988 — 1989
Liberal Arts
University of Maryland College Park 1987 — 1989
Finance
WMC Vice PresidentWellington Management Company2005 - Present
JPMorgan Chase 1991 - 2005
JP Morgan 1991 - 2005
JPMorgan 1991 - 2005
Chase Manhattan Bank 1991 - 2005
JP Morgan Chase Bank NA 1991 - 2005
JPMorganChase 1991 - 2005
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Hofstra University 1989 — 1991
BBA, Banking and Finance
Suffolk County Community College 1988 — 1989
Liberal Arts
University of Maryland College Park 1987 — 1989
Finance
Justin McMorrow's JP Morgan Chase Bank, N.A. Experience July 2014 - Present
Job Relationship Banker at JP Morgan Chase Bank, NA
Industry Banking
Experience
JP Morgan Chase Bank, NA July 2014 - Present
Web312 June 2012 - July 2014
GHA Technologies February 2012 - January 2013
CDW May 2007 - February 2012
AXA Equitable January 2006 - May 2007
New Century Bank September 2003 - December 2005
Skills
Solution Selling, Sales Process, Direct Sales, Account Management, Salesforce.com, Cold Calling, Sales Management, New Business Development, Sales, SaaS, Managed Services, Storage, Business Development, Enterprise Software, Channel, Selling, Software Industry, Channel Partners, HP, Sales Presentations, B2B, Management, Key Account Management, Unified Communications, Lead Generation, Professional Services, Servers, Partner Management, Cloud Computing, Sales Operations
Education
Bradley University 1999 — 2003
Bachelor's Degree, Finance
Lincoln-Way High School 1994 — 1998
High School
JP Morgan Chase Bank, NA July 2014 - Present
Web312 June 2012 - July 2014
GHA Technologies February 2012 - January 2013
CDW May 2007 - February 2012
AXA Equitable January 2006 - May 2007
New Century Bank September 2003 - December 2005
Skills
Solution Selling, Sales Process, Direct Sales, Account Management, Salesforce.com, Cold Calling, Sales Management, New Business Development, Sales, SaaS, Managed Services, Storage, Business Development, Enterprise Software, Channel, Selling, Software Industry, Channel Partners, HP, Sales Presentations, B2B, Management, Key Account Management, Unified Communications, Lead Generation, Professional Services, Servers, Partner Management, Cloud Computing, Sales Operations
Education
Bradley University 1999 — 2003
Bachelor's Degree, Finance
Lincoln-Way High School 1994 — 1998
High School
Frank A. Barbieri's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job JP Morgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA June 2012 - Present
JPMorgan Chase March 2011 - June 2012
JP Morgan Chase January 2007 - February 2011
JP Morgan Chase June 2004 - December 2006
JPMorgan Chase 1997 - 2004
Prudential Securities 1992 - 1994
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance, Management
Manhattan College 1988 — 1992
BS, Finance
JP Morgan Chase Bank, NA June 2012 - Present
JPMorgan Chase March 2011 - June 2012
JP Morgan Chase January 2007 - February 2011
JP Morgan Chase June 2004 - December 2006
JPMorgan Chase 1997 - 2004
Prudential Securities 1992 - 1994
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance, Management
Manhattan College 1988 — 1992
BS, Finance
Bruce Kerzner's JP Morgan Chase Bank, N.A. Experience December 2008 - Present
Job Owner, Above All Management Services
Industry Real Estate
Experience
JP Morgan Chase Bank NA December 2008 - Present
The Greens Association, Inc March 2008 - Present
Above All Management and Consulting Services January 2003 - Present
Five Community Associations January 2000 - Present
Education
Bryant University 1961 — 1964
BS, Industrial Management and Accounting
Bryant College
B.S.B.A, Industrial Management and Accounting
JP Morgan Chase Bank NA December 2008 - Present
The Greens Association, Inc March 2008 - Present
Above All Management and Consulting Services January 2003 - Present
Five Community Associations January 2000 - Present
Education
Bryant University 1961 — 1964
BS, Industrial Management and Accounting
Bryant College
B.S.B.A, Industrial Management and Accounting
Bessma Ghattas's JP Morgan Chase Bank, N.A. Experience March 2011 - Present
Job Private Client Banker at JP Morgan Chase Bank NA
Industry Banking
Experience
JP Morgan Chase Bank NA March 2011 - Present
Nordstrom July 2007 - July 2008
Skills
Marketing, Sales, Fashion, Cosmetics, Public Relations, Marketing Management, Retail, Social Media Marketing, Advertising, Email Marketing, Digital Marketing, Social Media, Online Advertising, Marketing Strategy
Education
Fashion Institute of Design & Merchandising 2006 — 2008
Merchandise Marketing, Marketing, Management, Promotions
JP Morgan Chase Bank NA March 2011 - Present
Nordstrom July 2007 - July 2008
Skills
Marketing, Sales, Fashion, Cosmetics, Public Relations, Marketing Management, Retail, Social Media Marketing, Advertising, Email Marketing, Digital Marketing, Social Media, Online Advertising, Marketing Strategy
Education
Fashion Institute of Design & Merchandising 2006 — 2008
Merchandise Marketing, Marketing, Management, Promotions
Christopher J. Hartsough's JP Morgan Chase Bank, N.A. Experience April 2010 - June 2012
Job Vice President of Lending at Credit Union of New Jersey
Industry Banking
Experience
Credit Union of New Jersey September 2013 - Present
Bucks County Community College September 1989 - August 2014
Hudson Heritage Federal Credit Union June 2012 - June 2013
JP Morgan Chase Bank, NA April 2010 - June 2012
Fox Mortgage (lending division of Fox Chase Corp.) October 1990 - April 2010
Abraham Lincoln Federal Savings Bank September 1988 - September 1990
Horizon Financial NA (Trevose Federal Savings and Loan) May 1987 - September 1988
Fidelity Federal Savings & Loan Association June 1983 - May 1987
Skills
Operations Management, Staff Development, Staff Management, Consumer Lending, Real Estate Lending, Real Estate Financing..., Compliance, Interest Rate Risk..., Loss Mitigation, Mentoring Of Staff, Collections, Budget Management, Professor of Real..., SBA , SBA 504 Lending, Certified credit..., Loans, Budgets, Credit, Real Estate Financing, Real Estate, Portfolio Management, Banking, Mortgage Lending, Credit Analysis, Residential Mortgages, Small Business Lending, Commercial Banking, Mortgage Banking, Underwriting, Commercial Lending, Credit Risk, Loan Origination, Financial Analysis, Loan Servicing, FHA, Credit Cards, Lines Of Credit, Financial Risk, Analysis, Investments, Risk Management, Leadership, Credit Unions, Executive Management, Retail Banking, Cash Management, Financial Institutions, Commercial Real Estate, Financial Services, Funding
Education
Lingua School (Deutsche Sprachschule) 1999 — 2003
Language, Study of the German language
Bucks County Community College 1987 — 1988
Real Estate Finance
Bloomsburg University of Pennsylvania 1983 — 1987
BS, Business Economics
Holy Ghost Prep 1979 — 1983
Credit Union of New Jersey September 2013 - Present
Bucks County Community College September 1989 - August 2014
Hudson Heritage Federal Credit Union June 2012 - June 2013
JP Morgan Chase Bank, NA April 2010 - June 2012
Fox Mortgage (lending division of Fox Chase Corp.) October 1990 - April 2010
Abraham Lincoln Federal Savings Bank September 1988 - September 1990
Horizon Financial NA (Trevose Federal Savings and Loan) May 1987 - September 1988
Fidelity Federal Savings & Loan Association June 1983 - May 1987
Skills
Operations Management, Staff Development, Staff Management, Consumer Lending, Real Estate Lending, Real Estate Financing..., Compliance, Interest Rate Risk..., Loss Mitigation, Mentoring Of Staff, Collections, Budget Management, Professor of Real..., SBA , SBA 504 Lending, Certified credit..., Loans, Budgets, Credit, Real Estate Financing, Real Estate, Portfolio Management, Banking, Mortgage Lending, Credit Analysis, Residential Mortgages, Small Business Lending, Commercial Banking, Mortgage Banking, Underwriting, Commercial Lending, Credit Risk, Loan Origination, Financial Analysis, Loan Servicing, FHA, Credit Cards, Lines Of Credit, Financial Risk, Analysis, Investments, Risk Management, Leadership, Credit Unions, Executive Management, Retail Banking, Cash Management, Financial Institutions, Commercial Real Estate, Financial Services, Funding
Education
Lingua School (Deutsche Sprachschule) 1999 — 2003
Language, Study of the German language
Bucks County Community College 1987 — 1988
Real Estate Finance
Bloomsburg University of Pennsylvania 1983 — 1987
BS, Business Economics
Holy Ghost Prep 1979 — 1983
Sal Cinquemani's JP Morgan Chase Bank, N.A. Experience May 2004 - Present
Job Private Client Sales Associate
Industry Financial Services
Experience
JP Morgan Chase Bank, NA May 2004 - Present
Prime Capital Services (Gilman & Ciosia) June 2001 - July 2003
Walter N. Frank & Co. June 1998 - August 2000
Education
State University of New York at New Paltz
Bachelor of Science (B.S.), Major: Business Admin; Minor: Physics
Nassau Community College
Associate of Science (A.S.), Mathematics and Science
JP Morgan Chase Bank, NA May 2004 - Present
Prime Capital Services (Gilman & Ciosia) June 2001 - July 2003
Walter N. Frank & Co. June 1998 - August 2000
Education
State University of New York at New Paltz
Bachelor of Science (B.S.), Major: Business Admin; Minor: Physics
Nassau Community College
Associate of Science (A.S.), Mathematics and Science
Matthew Atlas's JP Morgan Chase Bank, N.A. Experience August 2010 - October 2013
Job Senior Litigation Counsel at Colgate Palmolive
Industry Law Practice
Experience
Colgate Palmolive October 2013 - Present
JP Morgan Chase Bank, NA August 2010 - October 2013
The Related Companies April 2008 - October 2010
Lowenstein Sandler, PC February 2006 - March 2008
Akin Gump Strauss Hauer & Feld LLP September 2003 - February 2006
Proskauer Rose, LLP May 2002 - August 2002
The Brookings Institution February 1997 - July 1998
Education
University of Virginia School of Law
J.D
Columbia University
M.A, Political Science
Cornell University 1992 — 1996
B.A, Government
Colgate Palmolive October 2013 - Present
JP Morgan Chase Bank, NA August 2010 - October 2013
The Related Companies April 2008 - October 2010
Lowenstein Sandler, PC February 2006 - March 2008
Akin Gump Strauss Hauer & Feld LLP September 2003 - February 2006
Proskauer Rose, LLP May 2002 - August 2002
The Brookings Institution February 1997 - July 1998
Education
University of Virginia School of Law
J.D
Columbia University
M.A, Political Science
Cornell University 1992 — 1996
B.A, Government
Isio Igbodudu's JP Morgan Chase Bank, N.A. Experience February 2011 - Present
Job Manager on Duty, Small Business Relationship Banker at JP Morgan Chase NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA February 2011 - Present
J P Morgan Chase Bank NA July 2008 - February 2011
British American Tobacco September 2005 - July 2007
SilverBird Communications Group January 2004 - September 2004
Skills
CRM, Negotiation, Account Management, Management, Customer Service, Marketing, Strategic Planning, Business Development, Project Management, Business Strategy, Business Planning, Strategy, New Business Development, Teamwork, Strategic Partnerships, Data Analysis, Research, Leadership
Education
University of Benin 1997 — 2001
Bachelor of Science, Biochemistry
JP Morgan Chase Bank NA February 2011 - Present
J P Morgan Chase Bank NA July 2008 - February 2011
British American Tobacco September 2005 - July 2007
SilverBird Communications Group January 2004 - September 2004
Skills
CRM, Negotiation, Account Management, Management, Customer Service, Marketing, Strategic Planning, Business Development, Project Management, Business Strategy, Business Planning, Strategy, New Business Development, Teamwork, Strategic Partnerships, Data Analysis, Research, Leadership
Education
University of Benin 1997 — 2001
Bachelor of Science, Biochemistry
Jolene Prosser's JP Morgan Chase Bank, N.A. Experience September 2008 - Present
Job Private Client Banker
Industry Banking
Experience
JP Morgan Chase Bank, NA September 2008 - Present
JP Morgan Chase Bank, NA- formerly Washington Mutual October 2004 - September 2008
Etrade Financial February 2003 - October 2003
Sears October 1993 - February 2003
Education
Humboldt State University 1996 — 1999
Bachelor of Arts (BA) & Bachelor of Science, Business and Psychology, 3.75
College of the Redwoods 1993 — 1995
Associate of Arts (AA), English, 3.35
JP Morgan Chase Bank, NA September 2008 - Present
JP Morgan Chase Bank, NA- formerly Washington Mutual October 2004 - September 2008
Etrade Financial February 2003 - October 2003
Sears October 1993 - February 2003
Education
Humboldt State University 1996 — 1999
Bachelor of Arts (BA) & Bachelor of Science, Business and Psychology, 3.75
College of the Redwoods 1993 — 1995
Associate of Arts (AA), English, 3.35
Dominique Callan's JP Morgan Chase Bank, N.A. Experience June 2009 - Present
Job Vice President, Private Client Advisor, JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA June 2009 - Present
Banc of America Investments January 2006 - May 2009
Merrill Lynch June 2000 - January 2006
High Speed Productions, Inc. January 1993 - December 1999
Education
Princeton University 1988 — 1992
JP Morgan Chase Bank NA June 2009 - Present
Banc of America Investments January 2006 - May 2009
Merrill Lynch June 2000 - January 2006
High Speed Productions, Inc. January 1993 - December 1999
Education
Princeton University 1988 — 1992
Louis Grippo's JP Morgan Chase Bank, N.A. Experience April 2014 - Present
Job Relationship Banker
Industry Financial Services
Experience
JP Morgan Chase Bank NA April 2014 - Present
Northwestern Mutual Finacial Network 2006 - December 2013
Verizon Communications 1997 - 2006
Association for the Help of Retarded Children 1994 - 1997
Education
Kingsborough Community College 1993 — 1995
Xaverian High School 1984 — 1988
General
JP Morgan Chase Bank NA April 2014 - Present
Northwestern Mutual Finacial Network 2006 - December 2013
Verizon Communications 1997 - 2006
Association for the Help of Retarded Children 1994 - 1997
Education
Kingsborough Community College 1993 — 1995
Xaverian High School 1984 — 1988
General
Brock Corder's JP Morgan Chase Bank, N.A. Experience November 2012 - September 2014
Job Independent Insurance Agent at Energy Insurance
Industry Insurance
Experience
Energy Insurance September 2014 - Present
JP Morgan Chase Bank, NA November 2012 - September 2014
Craig Loftis State Farm October 2011 - September 2012
Tim Johns State Farm January 2007 - September 2011
Southeastern Financial Group July 2006 - December 2006
University of Kentucky January 2005 - July 2006
The Chop House January 2005 - July 2006
Skills
Insurance, Banking, Finance, Life Insurance, Fixed Annuities, Investments, Estate Planning, Mutual Funds, Risk Management, Microsoft Excel, Analysis, Public Speaking, Research, Microsoft Office, Relationship Management, Loans, Series 6, Retirement Planning, Cross Selling
Education
University of Kentucky 1999 — 2005
Bachelor of Science, Biology
Wayne County High School 1995 — 1999
Energy Insurance September 2014 - Present
JP Morgan Chase Bank, NA November 2012 - September 2014
Craig Loftis State Farm October 2011 - September 2012
Tim Johns State Farm January 2007 - September 2011
Southeastern Financial Group July 2006 - December 2006
University of Kentucky January 2005 - July 2006
The Chop House January 2005 - July 2006
Skills
Insurance, Banking, Finance, Life Insurance, Fixed Annuities, Investments, Estate Planning, Mutual Funds, Risk Management, Microsoft Excel, Analysis, Public Speaking, Research, Microsoft Office, Relationship Management, Loans, Series 6, Retirement Planning, Cross Selling
Education
University of Kentucky 1999 — 2005
Bachelor of Science, Biology
Wayne County High School 1995 — 1999
Julian Mangine's JP Morgan Chase Bank, N.A. Experience March 2015 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. March 2015 - Present
Citibank July 2007 - February 2015
Education
California State University-Dominguez Hills
El Camino College
JP Morgan Chase Bank N.A. March 2015 - Present
Citibank July 2007 - February 2015
Education
California State University-Dominguez Hills
El Camino College
Chad Weber's JP Morgan Chase Bank, N.A. Experience July 2012 - June 2015
Job Sr. Underwriter, Home Lending
Industry Banking
Experience
Sutherland Global Services June 2015 - Present
JP Morgan Chase Bank, NA July 2012 - June 2015
JPMorgan Chase May 2011 - July 2012
JPMorgan Chase June 2009 - May 2011
Wells Fargo Home Mortgage January 2008 - June 2009
Countrywide Home Loans September 2005 - September 2007
JPMorgan Chase January 2002 - August 2005
Skills
Loans, Mortgage Banking, Mortgage Lending, Underwriting
Education
University at Buffalo 1997 — 2000
Bachelor of Arts, Communication
Sutherland Global Services June 2015 - Present
JP Morgan Chase Bank, NA July 2012 - June 2015
JPMorgan Chase May 2011 - July 2012
JPMorgan Chase June 2009 - May 2011
Wells Fargo Home Mortgage January 2008 - June 2009
Countrywide Home Loans September 2005 - September 2007
JPMorgan Chase January 2002 - August 2005
Skills
Loans, Mortgage Banking, Mortgage Lending, Underwriting
Education
University at Buffalo 1997 — 2000
Bachelor of Arts, Communication
Brent Gray's JP Morgan Chase Bank, N.A. Experience October 2012 - Present
Job Private Client Advisor, CFP®
Industry Financial Services
Experience
JP Morgan Chase Bank NA October 2012 - Present
Chase Investment Services February 2010 - October 2012
Chase Investment Services July 2005 - February 2010
Chase Investment Services November 2002 - July 2005
UBS PaineWebber January 2002 - November 2002
Charles Schwab & Co., Inc January 1999 - January 2001
Skills
Financial Planning, Investments, Finance, Management, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, Banking, Financial Analysis, Asset Allocation
Education
College for Financial Planning 2014 — 2015
Financial Planning Certificate
Thunderbird School of Global Management 2006 — 2008
Global MBA
St. Lawrence University 1994 — 1998
BA, Cum Laude, Sociology
International School of Brussels 1986 — 1993
JP Morgan Chase Bank NA October 2012 - Present
Chase Investment Services February 2010 - October 2012
Chase Investment Services July 2005 - February 2010
Chase Investment Services November 2002 - July 2005
UBS PaineWebber January 2002 - November 2002
Charles Schwab & Co., Inc January 1999 - January 2001
Skills
Financial Planning, Investments, Finance, Management, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, Banking, Financial Analysis, Asset Allocation
Education
College for Financial Planning 2014 — 2015
Financial Planning Certificate
Thunderbird School of Global Management 2006 — 2008
Global MBA
St. Lawrence University 1994 — 1998
BA, Cum Laude, Sociology
International School of Brussels 1986 — 1993
Eliza Gonzalez's JP Morgan Chase Bank, N.A. Experience June 2010 - Present
Job Personal Banker/Small Business Specialist
Industry Financial Services
Experience
JP Morgan Chase Bank, NA June 2010 - Present
Education
San Jose State University 2005 — 2009
Marketing
San Jose State University 2005 — 2009
Spanish
JP Morgan Chase Bank, NA June 2010 - Present
Education
San Jose State University 2005 — 2009
Marketing
San Jose State University 2005 — 2009
Spanish
Mark Babunovic's JP Morgan Chase Bank, N.A. Experience 1995 - 2001
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bank of New York Mellon June 2002 - November 2007
J.P. Morgan 1994 - 2002
J. P. Morgan Chase 1980 - 2002
JP Morgan Chase Bank NA 1995 - 2001
Skills
Investment Banking, Derivatives, Investments, Trading, Private Equity, Portfolio Management, Capital Markets, Options, Fixed Income, Valuation, Interest Rate..., Mergers, Venture Capital, Equities
Education
University of Rochester - Simon Business School 1987 — 1989
MBA, Finance
Tulane University 1976 — 1980
BA, Economics
The London School of Economics and Political Science (LSE) 1978 — 1979
General Course, Economics
Bank of New York Mellon June 2002 - November 2007
J.P. Morgan 1994 - 2002
J. P. Morgan Chase 1980 - 2002
JP Morgan Chase Bank NA 1995 - 2001
Skills
Investment Banking, Derivatives, Investments, Trading, Private Equity, Portfolio Management, Capital Markets, Options, Fixed Income, Valuation, Interest Rate..., Mergers, Venture Capital, Equities
Education
University of Rochester - Simon Business School 1987 — 1989
MBA, Finance
Tulane University 1976 — 1980
BA, Economics
The London School of Economics and Political Science (LSE) 1978 — 1979
General Course, Economics
Sara St Clair's JP Morgan Chase Bank, N.A. Experience June 2011 - December 2012
Job Relationship Banker Chase Private Client Banker Small Business Specialist
Industry Banking
Experience
JPMorgan Chase Bank NA November 2013 - Present
JPMorgan Chase Bank NA December 2012 - Present
JP Morgan Chase Bank NA June 2011 - December 2012
JPMorgan Chase Bank NA December 2010 - June 2011
The Hertz Corporation January 2008 - December 2010
Hertz Local Edition August 2004 - January 2008
Hertz Local Edition July 2003 - June 2004
Education
Western Michigan University - Haworth College of Business 2001 — 2002
Sales and Business Marketing, Business and Sales
Kalamazoo Valley Community College 1998 — 2001
Associates, General Education
JPMorgan Chase Bank NA November 2013 - Present
JPMorgan Chase Bank NA December 2012 - Present
JP Morgan Chase Bank NA June 2011 - December 2012
JPMorgan Chase Bank NA December 2010 - June 2011
The Hertz Corporation January 2008 - December 2010
Hertz Local Edition August 2004 - January 2008
Hertz Local Edition July 2003 - June 2004
Education
Western Michigan University - Haworth College of Business 2001 — 2002
Sales and Business Marketing, Business and Sales
Kalamazoo Valley Community College 1998 — 2001
Associates, General Education
NICK MARCANTONIO's JP Morgan Chase Bank, N.A. Experience November 2007 - Present
Job Relationship Banker & Small Business Specialist at JP Morgan Chase Bank NA
Industry Banking
Experience
JP Morgan Chase Bank NA November 2007 - Present
AXA Equitable April 2006 - May 2007
Hofstra University February 2001 - April 2006
Hofstra University June 1999 - February 2001
Education
Hofstra University 1999 — 2004
Master of Business Administration (M.B.A.), Marketing
Hofstra University 1996 — 1998
Bachelor of Business Administration (BBA), Management
Siena College 1994 — 1996
JP Morgan Chase Bank NA November 2007 - Present
AXA Equitable April 2006 - May 2007
Hofstra University February 2001 - April 2006
Hofstra University June 1999 - February 2001
Education
Hofstra University 1999 — 2004
Master of Business Administration (M.B.A.), Marketing
Hofstra University 1996 — 1998
Bachelor of Business Administration (BBA), Management
Siena College 1994 — 1996
Danny Riggs's JP Morgan Chase Bank, N.A. Experience December 2009 - September 2010
Job Real Estate Analyst at Oasis Financial
Industry Financial Services
Experience
Oasis Financial September 2014 - Present
University Lock & Security December 2013 - August 2014
On Q Financial July 2011 - September 2013
On Q Financial, Inc. September 2010 - July 2011
JP Morgan Chase Bank N.A December 2009 - September 2010
JP Morgan Chase Bank N.A. Tempe, AZ February 2009 - December 2009
Reo Secured Investments September 2008 - January 2009
Wells Fargo Home Mortgage August 2005 - September 2008
Aqua Pool Co Cleaning & Repair March 2003 - August 2005
Safeway Corporate Office September 2000 - February 2003
Skills
FHA, Loans, Mortgage Lending, Investment Properties, Refinance, First Time Home Buyers, Process Improvement, Mortgage Processor, Accounts Payable, Accounts Receivable, Training and..., FHA financing, Customer Service Support, Real Estate, Residential Mortgages, Create Job Aids, Sales Process, Infusionsoft, Website Aid, Infusionsoft Products, Training
Education
University of Phoenix 2003 — 2006
Bachelors, Business Management
Gilbert High School
Gilbert High School
Oasis Financial September 2014 - Present
University Lock & Security December 2013 - August 2014
On Q Financial July 2011 - September 2013
On Q Financial, Inc. September 2010 - July 2011
JP Morgan Chase Bank N.A December 2009 - September 2010
JP Morgan Chase Bank N.A. Tempe, AZ February 2009 - December 2009
Reo Secured Investments September 2008 - January 2009
Wells Fargo Home Mortgage August 2005 - September 2008
Aqua Pool Co Cleaning & Repair March 2003 - August 2005
Safeway Corporate Office September 2000 - February 2003
Skills
FHA, Loans, Mortgage Lending, Investment Properties, Refinance, First Time Home Buyers, Process Improvement, Mortgage Processor, Accounts Payable, Accounts Receivable, Training and..., FHA financing, Customer Service Support, Real Estate, Residential Mortgages, Create Job Aids, Sales Process, Infusionsoft, Website Aid, Infusionsoft Products, Training
Education
University of Phoenix 2003 — 2006
Bachelors, Business Management
Gilbert High School
Gilbert High School
Digna Nina Feliciano's JP Morgan Chase Bank, N.A. Experience April 2013 - Present
Job Vice PresidentsInvestmentsPrivate Client Advisor. JP Morgan Chase Bank N.A
Industry Financial Services
Experience
JP Morgan Chase Bank N.A April 2013 - Present
Delta Tau Lambda Sorority, Inc. August 2012 - Present
Chase Investment Services Corp July 2010 - April 2013
Delta Tau Lambda Sorority, Inc. August 2006 - August 2011
BankAtlantic Financial March 2008 - June 2010
BankAtlantic 2008 - June 2010
Education
University of Michigan 1995 — 2001
BBA
JP Morgan Chase Bank N.A April 2013 - Present
Delta Tau Lambda Sorority, Inc. August 2012 - Present
Chase Investment Services Corp July 2010 - April 2013
Delta Tau Lambda Sorority, Inc. August 2006 - August 2011
BankAtlantic Financial March 2008 - June 2010
BankAtlantic 2008 - June 2010
Education
University of Michigan 1995 — 2001
BBA
Ryan Goldschmitt's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job Private Client Advisor at JP Morgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA June 2012 - Present
JP Morgan Securities LLC August 2010 - June 2012
JP Morgan Chase Bank, NA August 2007 - August 2010
Circuit City June 2002 - June 2007
Whitman, Requardt & Associates, LLP May 2000 - December 2001
Education
New Jersey Institute of Technology 1999 — 2004
Architecture
JP Morgan Chase Bank, NA June 2012 - Present
JP Morgan Securities LLC August 2010 - June 2012
JP Morgan Chase Bank, NA August 2007 - August 2010
Circuit City June 2002 - June 2007
Whitman, Requardt & Associates, LLP May 2000 - December 2001
Education
New Jersey Institute of Technology 1999 — 2004
Architecture
J Costantino's JP Morgan Chase Bank, N.A. Experience October 2012 - Present
Job Relationship Banker at JP Morgan Chase Bank, NA
Industry Public Relations and Communications
Experience
JP Morgan Chase Bank, NA October 2012 - Present
JP Morgan Chase July 2009 - Present
Chase Investment Services Corp (CISC) January 2012 - October 2012
Bank of America November 2007 - December 2008
J Paul Bagan & Assoc/ Silicon Valley Dale Carnegie Training 2001 - December 2007
Image Gems December 2002 - December 2006
A&R Partners Public Relations March 1989 - April 2001
Skills
Coaching, Sales, Training, Leadership, Business Development, Business Process..., Public Relations, Workshop Facilitation
Education
Certifications
Dale Carnegie Training 2001 — 2002
Certificates, Leadership/ Management; Public Speaking; Business Relationship Management; Sales
Stanford University
N/A, Web Design; HTML
San Jose State University
BA, Writing for Multimedia
JP Morgan Chase Bank, NA October 2012 - Present
JP Morgan Chase July 2009 - Present
Chase Investment Services Corp (CISC) January 2012 - October 2012
Bank of America November 2007 - December 2008
J Paul Bagan & Assoc/ Silicon Valley Dale Carnegie Training 2001 - December 2007
Image Gems December 2002 - December 2006
A&R Partners Public Relations March 1989 - April 2001
Skills
Coaching, Sales, Training, Leadership, Business Development, Business Process..., Public Relations, Workshop Facilitation
Education
Certifications
Dale Carnegie Training 2001 — 2002
Certificates, Leadership/ Management; Public Speaking; Business Relationship Management; Sales
Stanford University
N/A, Web Design; HTML
San Jose State University
BA, Writing for Multimedia
Grant Trobaugh's JP Morgan Chase Bank, N.A. Experience September 2013 - Present
Job Private Client Advisor at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA September 2013 - Present
JPMorgan Securities LLC 2011 - 2013
JPMorgan Chase Bank, NA October 2009 - May 2011
Education
Central Michigan University 1981 — 1983
MA, Business
United States Military Academy at West Point 1974 — 1978
BS, Engineering
JP Morgan Chase Bank NA September 2013 - Present
JPMorgan Securities LLC 2011 - 2013
JPMorgan Chase Bank, NA October 2009 - May 2011
Education
Central Michigan University 1981 — 1983
MA, Business
United States Military Academy at West Point 1974 — 1978
BS, Engineering
Dimitri Glavas's JP Morgan Chase Bank, N.A. Experience September 2014 - Present
Job Vice President | Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank NA September 2014 - Present
UBS Financial Services Inc. March 2013 - September 2014
UBS Private Wealth Management April 2011 - March 2013
UBS Private Wealth Management September 2009 - October 2009
Lehman Brothers Private Client 2003 - 2008
Education
Hofstra University 1998 — 2001
Business Management
JP Morgan Chase Bank NA September 2014 - Present
UBS Financial Services Inc. March 2013 - September 2014
UBS Private Wealth Management April 2011 - March 2013
UBS Private Wealth Management September 2009 - October 2009
Lehman Brothers Private Client 2003 - 2008
Education
Hofstra University 1998 — 2001
Business Management
Stephanie Caen's JP Morgan Chase Bank, N.A. Experience February 2010 - Present
Job JP Morgan Chase Bank, NA
Industry Banking
Experience
JP Morgan Chase Bank, NA February 2010 - Present
Citigroup, NA April 1995 - April 2005
Education
University at Albany, SUNY 1982 — 1986
Business, marketing, finance
JP Morgan Chase Bank, NA February 2010 - Present
Citigroup, NA April 1995 - April 2005
Education
University at Albany, SUNY 1982 — 1986
Business, marketing, finance
Rolando Flores, JR's JP Morgan Chase Bank, N.A. Experience October 2011 - Present
Job Personal Banker
Industry Financial Services
Experience
JP Morgan Chase Bank, NA October 2011 - Present
Wells Fargo December 2009 - September 2011
DIRECTV November 2008 - December 2009
MetroPCS November 2007 - October 2008
Skills
Wireless, Cellular Communications, Telecommunications, 4G, CDMA, LTE, T1, Wireless Networking, Customer Satisfaction, Direct Sales, Customer Service, Customer Retention, Sales, Mobile Devices, Management, Banking, Leadership
Education
San Jose State University 1999 — 2004
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
JP Morgan Chase Bank, NA October 2011 - Present
Wells Fargo December 2009 - September 2011
DIRECTV November 2008 - December 2009
MetroPCS November 2007 - October 2008
Skills
Wireless, Cellular Communications, Telecommunications, 4G, CDMA, LTE, T1, Wireless Networking, Customer Satisfaction, Direct Sales, Customer Service, Customer Retention, Sales, Mobile Devices, Management, Banking, Leadership
Education
San Jose State University 1999 — 2004
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Ronald Deitch's JP Morgan Chase Bank, N.A. Experience May 2006 - June 2007
Job Mangement Professional
Industry Management Consulting
Experience
KapConsulting 2013 - December 2013
Bank of America 2011 - January 2013
HCI Mortgage Corporation August 2008 - October 2009
Independence Bancshares Mortgage Group July 2007 - August 2008
JP Morgan Chase Bank NA May 2006 - June 2007
New York Mortgage Corporation August 2005 - May 2006
US Air Force 1972 - 1975
Skills
Leadership, Sales, Banking, Program Management, Credit, Finance, Negotiation, Accounting, Outlook, Microsoft Excel, Budgets, Time Management, Customer Service, Recruiting, Operations Management, Team Building, Design & Delivery of..., Conflict Resolution, Oral & Written..., Presentations, Marketing & Financial..., Quality Management, New Business Development, Management Contracts, Budget Development and..., Strategic Management, Policy Reengineering &..., Business Strategy, Strategic Planning, Training, Start-ups, Contract Negotiation, Sales Management, CRM, Communication, Management
Education
Kaplan University 2010 — 2013
Bachelor's Degree, Business Administration, Management and Operations, 3.54 GPA
Previous ASE Certifications
United States Air Force
KapConsulting 2013 - December 2013
Bank of America 2011 - January 2013
HCI Mortgage Corporation August 2008 - October 2009
Independence Bancshares Mortgage Group July 2007 - August 2008
JP Morgan Chase Bank NA May 2006 - June 2007
New York Mortgage Corporation August 2005 - May 2006
US Air Force 1972 - 1975
Skills
Leadership, Sales, Banking, Program Management, Credit, Finance, Negotiation, Accounting, Outlook, Microsoft Excel, Budgets, Time Management, Customer Service, Recruiting, Operations Management, Team Building, Design & Delivery of..., Conflict Resolution, Oral & Written..., Presentations, Marketing & Financial..., Quality Management, New Business Development, Management Contracts, Budget Development and..., Strategic Management, Policy Reengineering &..., Business Strategy, Strategic Planning, Training, Start-ups, Contract Negotiation, Sales Management, CRM, Communication, Management
Education
Kaplan University 2010 — 2013
Bachelor's Degree, Business Administration, Management and Operations, 3.54 GPA
Previous ASE Certifications
United States Air Force
Naz Sejdija's JP Morgan Chase Bank, N.A. Experience 2011 - Present
Job Chase Private Client Advisor at JP Morgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA 2011 - Present
HSBC 2010 - 2011
JPMorgan Chase 2009 - 2010
JPMorgan Chase 2005 - 2009
Holland & Knight LLP January 2000 - January 2001
Education
Fordham University 2005 — 2009
Economics, Finance
Fordham University 2005 — 2009
BA, Economics and Finance
JP Morgan Chase Bank, NA 2011 - Present
HSBC 2010 - 2011
JPMorgan Chase 2009 - 2010
JPMorgan Chase 2005 - 2009
Holland & Knight LLP January 2000 - January 2001
Education
Fordham University 2005 — 2009
Economics, Finance
Fordham University 2005 — 2009
BA, Economics and Finance
Vicente Duran's JP Morgan Chase Bank, N.A. Experience May 2014 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A
Industry Banking
Experience
JP Morgan Chase Bank N.A May 2014 - Present
JPMorgan Chase September 2012 - May 2014
JPMorgan Chase February 2011 - September 2012
JPMorgan Chase November 2005 - February 2011
Skills
Banking, Sales, Customer Service, Loans, Credit, Consumer Lending, Loan Origination
Education
St. Edward's University 2007 — 2009
BA, Political Science
JP Morgan Chase Bank N.A May 2014 - Present
JPMorgan Chase September 2012 - May 2014
JPMorgan Chase February 2011 - September 2012
JPMorgan Chase November 2005 - February 2011
Skills
Banking, Sales, Customer Service, Loans, Credit, Consumer Lending, Loan Origination
Education
St. Edward's University 2007 — 2009
BA, Political Science
Peggy Neal's JP Morgan Chase Bank, N.A. Experience June 2010 - Present
Job Executive Director
Industry Financial Services
Experience
JP Morgan Chase Bank, NA. June 2010 - Present
Essex National Securities, Inc February 2007 - October 2010
Atlas Securities October 2005 - February 2007
Wells Fargo Advisors March 1993 - October 2005
Atlas Securities, Inc June 1990 - March 1993
World Savings Bank January 1988 - January 1990
Education
California State University-Long Beach
JP Morgan Chase Bank, NA. June 2010 - Present
Essex National Securities, Inc February 2007 - October 2010
Atlas Securities October 2005 - February 2007
Wells Fargo Advisors March 1993 - October 2005
Atlas Securities, Inc June 1990 - March 1993
World Savings Bank January 1988 - January 1990
Education
California State University-Long Beach
Julie Lynhiavue's JP Morgan Chase Bank, N.A. Experience October 2012 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. October 2012 - Present
Design Furnishings April 2011 - October 2012
Education
California State University-Sacramento 2004 — 2009
Bachelors, Business
California State University-Sacramento 2004 — 2009
Bachelor's degree, Business, Management, Marketing, and Related Support Services
JP Morgan Chase Bank N.A. October 2012 - Present
Design Furnishings April 2011 - October 2012
Education
California State University-Sacramento 2004 — 2009
Bachelors, Business
California State University-Sacramento 2004 — 2009
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Alina Khodabakhshian's JP Morgan Chase Bank, N.A. Experience March 2011 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A
Industry Banking
Experience
JP Morgan Chase Bank N.A March 2011 - Present
AT&T mobility November 2006 - March 2011
LoanEx Funding July 2006 - November 2006
First American Homebuyer Protection June 2004 - July 2006
William J. Yang & Associate August 2003 - June 2004
Law Offices of Zaman & Varzandeh September 2002 - August 2003
Alin Party Coordinating January 1994 - August 2002
Education
Los Angeles Valley College 1999 — 2002
Associate's degree, Business/Accounting
JP Morgan Chase Bank N.A March 2011 - Present
AT&T mobility November 2006 - March 2011
LoanEx Funding July 2006 - November 2006
First American Homebuyer Protection June 2004 - July 2006
William J. Yang & Associate August 2003 - June 2004
Law Offices of Zaman & Varzandeh September 2002 - August 2003
Alin Party Coordinating January 1994 - August 2002
Education
Los Angeles Valley College 1999 — 2002
Associate's degree, Business/Accounting
Lisa Bursich's JP Morgan Chase Bank, N.A. Experience May 2003 - November 2010
Job Sales Strategy & Support Project Manager at Chase Bank
Industry Financial Services
Experience
Chase Bank April 2013 - Present
J.P. Morgan May 2012 - April 2013
JP Morgan Chase Bank, NA May 2003 - November 2010
IBM April 1998 - February 2003
Safeguard Business Systems March 1990 - August 1997
Safeguard Business Systems 1990 - 1997
Education
Loyola University of Chicago 1985 — 1988
BA, Marketing
Elk Grove High School 1979 — 1983
Chase Bank April 2013 - Present
J.P. Morgan May 2012 - April 2013
JP Morgan Chase Bank, NA May 2003 - November 2010
IBM April 1998 - February 2003
Safeguard Business Systems March 1990 - August 1997
Safeguard Business Systems 1990 - 1997
Education
Loyola University of Chicago 1985 — 1988
BA, Marketing
Elk Grove High School 1979 — 1983
Stephanie Boediarto-Ly's JP Morgan Chase Bank, N.A. Experience March 2011 - February 2015
Job KYC Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank February 2015 - August 2015
JP Morgan Chase Bank N.A. March 2011 - February 2015
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2007
Business Adminstration, Finance, Marketing
Deutsche Bank February 2015 - August 2015
JP Morgan Chase Bank N.A. March 2011 - February 2015
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2007
Business Adminstration, Finance, Marketing
Pierre-Mondy Bechette's JP Morgan Chase Bank, N.A. Experience August 2010 - Present
Job Relationship Banker SBS
Industry Banking
Experience
JP Morgan Chase Bank, NA August 2010 - Present
Education
Pace University 2006 — 2010
Bachelor of Business Administration (BBA), Business Management
JP Morgan Chase Bank, NA August 2010 - Present
Education
Pace University 2006 — 2010
Bachelor of Business Administration (BBA), Business Management
James DeFano's JP Morgan Chase Bank, N.A. Experience September 2011 - Present
Job Relationship Banker at JP Morgan Chase Bank, NA
Industry Banking
Experience
JP Morgan Chase Bank, NA September 2011 - Present
Skills
Credit, Banking, Financial Analysis, Mortgage Lending, Mortgage Banking, Retirement Planning, Financial Accounting, Fixed Annuities, Insurance, Small Business, Forecasting, Process Improvement, Customer Service, Sales, Cash Management
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
Master's of Accounting and Financial Management, Accounting
Northern Illinois University 1992 — 1996
Bachelor of Science, Finance
JP Morgan Chase Bank, NA September 2011 - Present
Skills
Credit, Banking, Financial Analysis, Mortgage Lending, Mortgage Banking, Retirement Planning, Financial Accounting, Fixed Annuities, Insurance, Small Business, Forecasting, Process Improvement, Customer Service, Sales, Cash Management
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
Master's of Accounting and Financial Management, Accounting
Northern Illinois University 1992 — 1996
Bachelor of Science, Finance
Anusha Sriram's JP Morgan Chase Bank, N.A. Experience February 2013 - Present
Job Private Client Banker
Industry Financial Services
Experience
JP Morgan Chase Bank NA February 2013 - Present
Capstone Affluent Strategies November 2012 - February 2013
The Prudential Insurance Company of America, Newark, New Jersey. December 2011 - October 2012
IndianIndie Productions 2009 - July 2012
Motion Reaper Entertainment 2007 - 2008
Citadel Exports 2005 - 2007
Independent Producer 2006 - 2006
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA
Madras University 1997 — 2000
Business
St Xavier Loyola
JP Morgan Chase Bank NA February 2013 - Present
Capstone Affluent Strategies November 2012 - February 2013
The Prudential Insurance Company of America, Newark, New Jersey. December 2011 - October 2012
IndianIndie Productions 2009 - July 2012
Motion Reaper Entertainment 2007 - 2008
Citadel Exports 2005 - 2007
Independent Producer 2006 - 2006
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2010
MBA
Madras University 1997 — 2000
Business
St Xavier Loyola
Evan Pittman's JP Morgan Chase Bank, N.A. Experience March 2014 - Present
Job Private Client Adviser at JPMorgan Chase
Industry Design
Experience
JP MORGAN CHASE BANK NA March 2014 - Present
Merrill Lynch September 2008 - March 2014
Education
The University of Georgia 1999 — 2002
BA, Political Science, History
Lakeside high school 1994 — 1998
JP MORGAN CHASE BANK NA March 2014 - Present
Merrill Lynch September 2008 - March 2014
Education
The University of Georgia 1999 — 2002
BA, Political Science, History
Lakeside high school 1994 — 1998
Randy Durham's JP Morgan Chase Bank, N.A. Experience August 2011 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank, NA August 2011 - Present
First Federal Savings & Loan Association January 2003 - July 2011
Bank One January 1995 - January 2003
Bank One December 1992 - January 1995
Education
The Ohio State University 1982 — 1986
BS, Economics
JP Morgan Chase Bank, NA August 2011 - Present
First Federal Savings & Loan Association January 2003 - July 2011
Bank One January 1995 - January 2003
Bank One December 1992 - January 1995
Education
The Ohio State University 1982 — 1986
BS, Economics
NORMA BENITES's JP Morgan Chase Bank, N.A. Experience June 2003 - Present
Job VICE PRESIDENT / PERSONAL BANKER J P MORGAN CHASE BANK, N,A. 4 NEW YORK PLAZA NEW YORK, N.Y. 10004
Industry Financial Services
Experience
JP MORGAN CHASE BANK NA June 2003 - Present
Merrill Lynch February 1997 - February 2003
Bankers Trust March 1972 - February 1997
Education
Saint Peter's University
Bachelor of Science
JP MORGAN CHASE BANK NA June 2003 - Present
Merrill Lynch February 1997 - February 2003
Bankers Trust March 1972 - February 1997
Education
Saint Peter's University
Bachelor of Science
Jazmina Pumputis's JP Morgan Chase Bank, N.A. Experience November 2013 - Present
Job Private Client Banker at JP Morgan Chase Bank NA
Industry Banking
Experience
JP Morgan Chase Bank NA November 2013 - Present
DeVry Inc. November 2011 - November 2013
JP Morgan Chase Bank NA March 2011 - November 2011
JP Morgan Chase Bank NA February 2009 - March 2011
Education
Concordia University-River Forest 2004 — 2008
Bachelor of Arts (BA), English Language and Literature, General
Semester at Sea 2007 — 2007
JP Morgan Chase Bank NA November 2013 - Present
DeVry Inc. November 2011 - November 2013
JP Morgan Chase Bank NA March 2011 - November 2011
JP Morgan Chase Bank NA February 2009 - March 2011
Education
Concordia University-River Forest 2004 — 2008
Bachelor of Arts (BA), English Language and Literature, General
Semester at Sea 2007 — 2007
Tamara Lusk's JP Morgan Chase Bank, N.A. Experience April 2015 - Present
Job Relationship Banker II
Industry Banking
Experience
JP Morgan Chase Bank N.A. April 2015 - Present
Old National Bank February 2012 - April 2015
Old National Bank January 2008 - February 2012
U.S. Bank March 2007 - September 2007
U.S. Bank August 2005 - December 2006
Von’s September 2004 - July 2005
Education
Illinois Eastern Community Colleges-Wabash Valley College 2010 — 2015
Associates in Applied Science, Marketing and Business Management
JP Morgan Chase Bank N.A. April 2015 - Present
Old National Bank February 2012 - April 2015
Old National Bank January 2008 - February 2012
U.S. Bank March 2007 - September 2007
U.S. Bank August 2005 - December 2006
Von’s September 2004 - July 2005
Education
Illinois Eastern Community Colleges-Wabash Valley College 2010 — 2015
Associates in Applied Science, Marketing and Business Management
Joey Sheets's JP Morgan Chase Bank, N.A. Experience August 2014 - Present
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan Chase Bank NA August 2014 - Present
Wells Fargo Bank NA March 2013 - July 2014
Wells Fargo Bank NA July 2006 - March 2013
Education
The University of Texas at Dallas 2006 — 2010
118 Credits - GPA 3.36, Arts and Technology
Cinco Ranch High School 2001 — 2004
JP Morgan Chase Bank NA August 2014 - Present
Wells Fargo Bank NA March 2013 - July 2014
Wells Fargo Bank NA July 2006 - March 2013
Education
The University of Texas at Dallas 2006 — 2010
118 Credits - GPA 3.36, Arts and Technology
Cinco Ranch High School 2001 — 2004
Joe Cammarata's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job Relationship Banker at JP Morgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA August 2013 - Present
JP Morgan Chase Bank, NA September 2012 - July 2013
AT&T Mobility December 2010 - September 2012
AT&T Mobility July 2009 - December 2010
Education
Vaughn College of Aeronautics and Technology 2012 — 2013
Bachelor's degree, Airport Management
Farmingdale State University of New York 2005 — 2010
Bachelor of Science (BS), Business Management
JP Morgan Chase Bank, NA August 2013 - Present
JP Morgan Chase Bank, NA September 2012 - July 2013
AT&T Mobility December 2010 - September 2012
AT&T Mobility July 2009 - December 2010
Education
Vaughn College of Aeronautics and Technology 2012 — 2013
Bachelor's degree, Airport Management
Farmingdale State University of New York 2005 — 2010
Bachelor of Science (BS), Business Management
Zach Dubin's JP Morgan Chase Bank, N.A. Experience April 2014 - Present
Job Attended California State UniversityLong Beach
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. April 2014 - Present
Education
California State University-Long Beach 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
JP Morgan Chase Bank N.A. April 2014 - Present
Education
California State University-Long Beach 2009 — 2013
Bachelor of Science (BS), Finance and Financial Management Services
Rachel (Seong) Han's JP Morgan Chase Bank, N.A. Experience March 2013 - Present
Job Private Client Investment Associate at JP Morgan Chase Bank, NA
Industry Financial Services
Arielle Thompson's JP Morgan Chase Bank, N.A. Experience September 2014 - Present
Job Investment Associate at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA September 2014 - Present
UBS March 2013 - September 2014
UBS April 2008 - March 2013
Smith Barney November 2006 - April 2008
Education
Lehigh University 2002 — 2006
Bachelor of Science (BS), Marketing
JP Morgan Chase Bank NA September 2014 - Present
UBS March 2013 - September 2014
UBS April 2008 - March 2013
Smith Barney November 2006 - April 2008
Education
Lehigh University 2002 — 2006
Bachelor of Science (BS), Marketing
Wayne Hewett's JP Morgan Chase Bank, N.A. Experience November 2013 - Present
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank, NA November 2013 - Present
Merrill Lynch September 2011 - November 2013
Wells Fargo Advisors September 2007 - September 2011
Bank of America September 2004 - September 2007
Education
North Carolina State University
JP Morgan Chase Bank, NA November 2013 - Present
Merrill Lynch September 2011 - November 2013
Wells Fargo Advisors September 2007 - September 2011
Bank of America September 2004 - September 2007
Education
North Carolina State University
Erika Maynard's JP Morgan Chase Bank, N.A. Experience September 2015 - Present
Job Private Client Banker at JPMorgan Chase Bank, NA
Industry Financial Services
Experience
JP Morgan Chase Bank, NA September 2015 - Present
JPMorgan Chase Bank, NA September 2013 - September 2015
JPMORGAN SECURITIES LLC December 2011 - September 2013
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Economics
JP Morgan Chase Bank, NA September 2015 - Present
JPMorgan Chase Bank, NA September 2013 - September 2015
JPMORGAN SECURITIES LLC December 2011 - September 2013
Education
Pace University - Lubin School of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Economics
Chase
Sallie Mae
Chase Bank
JPMorgan Chase Bank, N.A.
Chase Manhattan Bank
The Chase Manhattan Bank
BankAtlantic
Encore Capital Group