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
Gregory Baldwin Gregory Baldwin's JP Morgan Chase Bank, N.A. Experience November 2013 - February 2015
Job Financial Advisor Associate at J.P. Morgan Securities LLC
Industry Health, Wellness and Fitness
Experience
J.P. Morgan Securities LLC February 2015 - Present
Greg Baldwin Fitness LLC 2010 - Present
JP Morgan Chase Bank N.A. November 2013 - February 2015
Merrill Lynch 2007 - 2009
Education
New York University 2015 — 2017
Bachelor's Degree, Economics
University of Minnesota-Twin Cities 1997 — 2002
Bachelor of Arts (B.A.), Marketing
J.P. Morgan Securities LLC February 2015 - Present
Greg Baldwin Fitness LLC 2010 - Present
JP Morgan Chase Bank N.A. November 2013 - February 2015
Merrill Lynch 2007 - 2009
Education
New York University 2015 — 2017
Bachelor's Degree, Economics
University of Minnesota-Twin Cities 1997 — 2002
Bachelor of Arts (B.A.), Marketing
Christopher Guido's JP Morgan Chase Bank, N.A. Experience August 2014 - Present
Job Private Client Advisor JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. August 2014 - Present
Fidelity Investments April 2005 - August 2014
Education
Lynn University
JP Morgan Chase Bank N.A. August 2014 - Present
Fidelity Investments April 2005 - August 2014
Education
Lynn University
Anna Bratishova Anna Bratishova's JP Morgan Chase Bank, N.A. Experience 2009 - 2014
Job Relationship Banker at JPMorgan Chase Bank, N. A.
Industry Banking
Experience
JPMorgan Chase Bank, n.a. December 2008 - Present
Jp Morgan Chase Bank, N.A. 2009 - 2014
J.P. Morgan Chase Bank, N.A. 2009 - 2011
International Life Magazine 2009 - 2010
Education
Brooklyn College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Management, 3.8
JPMorgan Chase Bank, n.a. December 2008 - Present
Jp Morgan Chase Bank, N.A. 2009 - 2014
J.P. Morgan Chase Bank, N.A. 2009 - 2011
International Life Magazine 2009 - 2010
Education
Brooklyn College 2007 — 2010
Bachelor of Business Administration (B.B.A.), Management, 3.8
Diane Chappell's JP Morgan Chase Bank, N.A. Experience March 2012 - July 2015
Job Regional Bank Private Banker
Industry Financial Services
Experience
Wells Fargo Bank August 2015 - Present
J.P. Morgan Chase Bank, N.A. March 2012 - July 2015
J.P. Morgan Chase Bank, N.A. April 2010 - March 2012
Southwest Events, Etc. January 2007 - January 2008
Skills
Banking, Private Banking, Mortgage Lending, Financial Analysis, Wealth Management, Consumer Lending, Small Business Lending, Credit Cards, Trust, Estate Banking, Exceptional Customer..., Commercial Banking and..., Credit, Credit Analysis, online banking, Customer relationship...
Education
Brigham Young University
Wells Fargo Bank August 2015 - Present
J.P. Morgan Chase Bank, N.A. March 2012 - July 2015
J.P. Morgan Chase Bank, N.A. April 2010 - March 2012
Southwest Events, Etc. January 2007 - January 2008
Skills
Banking, Private Banking, Mortgage Lending, Financial Analysis, Wealth Management, Consumer Lending, Small Business Lending, Credit Cards, Trust, Estate Banking, Exceptional Customer..., Commercial Banking and..., Credit, Credit Analysis, online banking, Customer relationship...
Education
Brigham Young University
Dustin Kim Dustin Kim's JP Morgan Chase Bank, N.A. Experience January 2012 - October 2014
Job Equities Trader at T3 Trading Group, LLC
Industry Banking
Experience
T3 Trading Group, LLC October 2014 - Present
JP Morgan Chase Bank N.A. January 2012 - October 2014
MSI Advisors, LLC August 2011 - December 2011
Alhambra-U.S. Chamber of Commerce June 2011 - July 2011
Skills
Series 6, Series 63, Series 56, Life & Health Insurance...
Education
The University of Texas at Austin 2009 — 2011
BA, Economics, Business
T3 Trading Group, LLC October 2014 - Present
JP Morgan Chase Bank N.A. January 2012 - October 2014
MSI Advisors, LLC August 2011 - December 2011
Alhambra-U.S. Chamber of Commerce June 2011 - July 2011
Skills
Series 6, Series 63, Series 56, Life & Health Insurance...
Education
The University of Texas at Austin 2009 — 2011
BA, Economics, Business
Mario Duran Mario Duran's JP Morgan Chase Bank, N.A. Experience September 2010 - Present
Job Private Client Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. September 2010 - Present
MD Contractors November 2009 - September 2010
Dell Inc. August 2008 - November 2009
Choice Investments September 2006 - December 2006
Education
The University of Texas at Austin 2005 — 2008
Bachelors, Economics
The University of Texas at San Antonio 2004 — 2005
General Studies
JP Morgan Chase Bank N.A. September 2010 - Present
MD Contractors November 2009 - September 2010
Dell Inc. August 2008 - November 2009
Choice Investments September 2006 - December 2006
Education
The University of Texas at Austin 2005 — 2008
Bachelors, Economics
The University of Texas at San Antonio 2004 — 2005
General Studies
Astrid Chim Villagran Astrid Chim Villagran's JP Morgan Chase Bank, N.A. Experience June 2014 - July 2015
Job Sr. Relationship Banker at MUFG Union Bank
Industry Banking
Experience
MUFG in the Americas August 2015 - Present
JP Morgan Chase Bank N.A. June 2014 - July 2015
JP Morgan Chase Bank N.A. October 2011 - July 2015
San Bruno Chamber of Commerce January 2011 - October 2011
Making Waves Education Program October 2006 - January 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Public Speaking, Strategic Planning, Budgets, Negotiation, Series 63, Microsoft Office, Customer Service, English, Teaching
Education
San Francisco State University 2006 — 2011
Bachelor of Science (B.S.), Business Administration, International Business
American Business School Paris 2010 — 2010
Study Abroad, Business Administration, International Business
MUFG in the Americas August 2015 - Present
JP Morgan Chase Bank N.A. June 2014 - July 2015
JP Morgan Chase Bank N.A. October 2011 - July 2015
San Bruno Chamber of Commerce January 2011 - October 2011
Making Waves Education Program October 2006 - January 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Public Speaking, Strategic Planning, Budgets, Negotiation, Series 63, Microsoft Office, Customer Service, English, Teaching
Education
San Francisco State University 2006 — 2011
Bachelor of Science (B.S.), Business Administration, International Business
American Business School Paris 2010 — 2010
Study Abroad, Business Administration, International Business
Jaren Coldren's JP Morgan Chase Bank, N.A. Experience June 2014 - Present
Job Private Client banker
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2014 - Present
JPMorgan Chase Bank N.A. November 2009 - May 2014
JPMorgan Chase June 2008 - November 2009
Education
The Ohio State University 2005 — 2008
Bachelor of Science (BS), Mathematics
Mount Vernon Nazarene University 2003 — 2005
Mathematics
JP Morgan Chase Bank N.A. June 2014 - Present
JPMorgan Chase Bank N.A. November 2009 - May 2014
JPMorgan Chase June 2008 - November 2009
Education
The Ohio State University 2005 — 2008
Bachelor of Science (BS), Mathematics
Mount Vernon Nazarene University 2003 — 2005
Mathematics
Stephen Mikel, CFP® Stephen Mikel, CFP®'s JP Morgan Chase Bank, N.A. Experience March 2014 - Present
Job Vice President Private Client Advisor at JP Morgan Chase & Co.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. March 2014 - Present
Education
Oakland University 1995 — 1998
Master of Business Administration (M.B.A.), Finance, General
Michigan State University 1989 — 1993
BS / MBA, Packaging Enigineering
JP Morgan Chase Bank N.A. March 2014 - Present
Education
Oakland University 1995 — 1998
Master of Business Administration (M.B.A.), Finance, General
Michigan State University 1989 — 1993
BS / MBA, Packaging Enigineering
Bilal Abdelqader Bilal Abdelqader's JP Morgan Chase Bank, N.A. Experience December 2013 - Present
Job Vice President / Branch Manager at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. December 2013 - Present
JP Morgan Chase Bank N.A. November 2010 - December 2013
JP Morgan Chase Bank N.A. October 2004 - October 2009
JP Morgan Chase Bank N.A. June 2002 - October 2004
JP Morgan Chase Bank N.A. May 2000 - June 2002
Skills
Banking, Retail Banking, Credit, Loans, Cross Selling, Relationship Management, Commercial Banking, Management, Customer Service, Credit Analysis, Financial Services, Consumer Lending, Finance
Education
City University of New York-Brooklyn College
Bachelor of Business Administration (B.B.A.)
JP Morgan Chase Bank N.A. December 2013 - Present
JP Morgan Chase Bank N.A. November 2010 - December 2013
JP Morgan Chase Bank N.A. October 2004 - October 2009
JP Morgan Chase Bank N.A. June 2002 - October 2004
JP Morgan Chase Bank N.A. May 2000 - June 2002
Skills
Banking, Retail Banking, Credit, Loans, Cross Selling, Relationship Management, Commercial Banking, Management, Customer Service, Credit Analysis, Financial Services, Consumer Lending, Finance
Education
City University of New York-Brooklyn College
Bachelor of Business Administration (B.B.A.)
Andrew Axelson Andrew Axelson's JP Morgan Chase Bank, N.A. Experience February 2015 - Present
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. February 2015 - Present
JPMorgan Securities LLC June 2014 - February 2015
JP Morgan Chase Bank N.A. September 2009 - May 2014
MB Financial Bank August 2008 - September 2009
Chicago Board of Trade May 2007 - August 2007
Education
The University of Montana 2004 — 2008
Undergraduate, Business Administrations-Marketing
College of DuPage 2003 — 2004
Finance
JP Morgan Chase Bank, N.A. February 2015 - Present
JPMorgan Securities LLC June 2014 - February 2015
JP Morgan Chase Bank N.A. September 2009 - May 2014
MB Financial Bank August 2008 - September 2009
Chicago Board of Trade May 2007 - August 2007
Education
The University of Montana 2004 — 2008
Undergraduate, Business Administrations-Marketing
College of DuPage 2003 — 2004
Finance
Jack Eastman Jack Eastman's JP Morgan Chase Bank, N.A. Experience June 2013 - Present
Job Private Client Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2013 - Present
JP Morgan Chase Bank N.A. March 2011 - May 2013
Wells Fargo Financial June 2009 - November 2010
Skills
Series 6, Series 63
Education
University of Illinois at Urbana-Champaign 2005 — 2009
JP Morgan Chase Bank N.A. June 2013 - Present
JP Morgan Chase Bank N.A. March 2011 - May 2013
Wells Fargo Financial June 2009 - November 2010
Skills
Series 6, Series 63
Education
University of Illinois at Urbana-Champaign 2005 — 2009
Scott Tumang's JP Morgan Chase Bank, N.A. Experience November 2013 - November 2014
Job Platform Consultant at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc November 2014 - Present
J.P. Morgan Chase Bank, N.A. November 2013 - November 2014
J.P. Morgan Chase Bank, N.A. May 2013 - November 2013
J.P. Morgan Chase Bank, N.A. May 2011 - May 2013
Seasons Hospice February 2010 - May 2011
Education
Eastern Illinois University 2005 — 2009
Bachelor's degree, Finance
Envestnet, Inc November 2014 - Present
J.P. Morgan Chase Bank, N.A. November 2013 - November 2014
J.P. Morgan Chase Bank, N.A. May 2013 - November 2013
J.P. Morgan Chase Bank, N.A. May 2011 - May 2013
Seasons Hospice February 2010 - May 2011
Education
Eastern Illinois University 2005 — 2009
Bachelor's degree, Finance
Amanda Hart Amanda Hart's JP Morgan Chase Bank, N.A. Experience February 2007 - April 2008
Job In House Counsel at First National Assets
Industry Law Practice
Experience
First National Assets January 2015 - Present
Law Offices of Richard D. Glickman September 2014 - December 2014
Z Financial, LLC April 2012 - September 2014
Legalpeople November 2011 - August 2012
Sherwood Law Group September 2010 - August 2011
Krohn and Moss, Ltd. April 2009 - February 2011
J.P. Morgan Chase Bank, N.A. February 2007 - April 2008
Wells Fargo Financial March 2006 - February 2007
Skills
Litigation, Real Estate, Personal Injury, Foreclosures, Legal Writing, Adoption, Legal Issues, Document Review, Trials, Motions
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2011
Juris Doctor, Law
University of Illinois at Urbana-Champaign 2002 — 2005
B.S., Molecular and Cellular Biology
First National Assets January 2015 - Present
Law Offices of Richard D. Glickman September 2014 - December 2014
Z Financial, LLC April 2012 - September 2014
Legalpeople November 2011 - August 2012
Sherwood Law Group September 2010 - August 2011
Krohn and Moss, Ltd. April 2009 - February 2011
J.P. Morgan Chase Bank, N.A. February 2007 - April 2008
Wells Fargo Financial March 2006 - February 2007
Skills
Litigation, Real Estate, Personal Injury, Foreclosures, Legal Writing, Adoption, Legal Issues, Document Review, Trials, Motions
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2011
Juris Doctor, Law
University of Illinois at Urbana-Champaign 2002 — 2005
B.S., Molecular and Cellular Biology
Parris Hobbs's JP Morgan Chase Bank, N.A. Experience June 2010 - Present
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
Indian Creek Condominiums 2012 - Present
JP Morgan Chase Bank N.A. June 2010 - Present
GE Capital November 2005 - June 2010
Dayton Ballet 2006 - 2010
Mercyhurst College September 2002 - May 2005
St Louis Ballet Company August 1997 - August 2001
Education
University of Dayton 2006 — 2010
M.B.A, Business Administration and Management, General, 3.55 GPA
Mercyhurst College 2002 — 2005
B.A. Dance, Arts Administration, 3.2 GPA
Indian Creek Condominiums 2012 - Present
JP Morgan Chase Bank N.A. June 2010 - Present
GE Capital November 2005 - June 2010
Dayton Ballet 2006 - 2010
Mercyhurst College September 2002 - May 2005
St Louis Ballet Company August 1997 - August 2001
Education
University of Dayton 2006 — 2010
M.B.A, Business Administration and Management, General, 3.55 GPA
Mercyhurst College 2002 — 2005
B.A. Dance, Arts Administration, 3.2 GPA
John Brenard's JP Morgan Chase Bank, N.A. Experience August 2012 - Present
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. August 2012 - Present
Minot Applications March 2009 - January 2014
Chase Investment Services Corp. August 2010 - July 2012
Wells Fargo Advisors, LLC February 2009 - August 2010
Smith Barney July 2008 - February 2009
Smith Barney August 2007 - December 2007
Education
California State University-Long Beach 2004 — 2008
Bachelor of Arts (B.A.)
J.P. Morgan Chase Bank, N.A. August 2012 - Present
Minot Applications March 2009 - January 2014
Chase Investment Services Corp. August 2010 - July 2012
Wells Fargo Advisors, LLC February 2009 - August 2010
Smith Barney July 2008 - February 2009
Smith Barney August 2007 - December 2007
Education
California State University-Long Beach 2004 — 2008
Bachelor of Arts (B.A.)
Ryan Wilk Ryan Wilk's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job Private Client Banker at J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. August 2013 - Present
JP Morgan Chase Bank N.A. January 2013 - August 2013
JP Morgan Chase Bank N.A. June 2012 - January 2013
JP Morgan Chase Bank N.A. February 2010 - June 2012
Wells Fargo June 2009 - February 2010
Skills
Banking, Customer Service, Consumer Lending, Building Relationships, Training, Problem Solving, Securities Lending
Education
Mount Union College 2005 — 2009
Bachelor of Arts (BA), Sport Business/Business Administration
JP Morgan Chase Bank N.A. August 2013 - Present
JP Morgan Chase Bank N.A. January 2013 - August 2013
JP Morgan Chase Bank N.A. June 2012 - January 2013
JP Morgan Chase Bank N.A. February 2010 - June 2012
Wells Fargo June 2009 - February 2010
Skills
Banking, Customer Service, Consumer Lending, Building Relationships, Training, Problem Solving, Securities Lending
Education
Mount Union College 2005 — 2009
Bachelor of Arts (BA), Sport Business/Business Administration
Brandon Love, CFP® Brandon Love, CFP®'s JP Morgan Chase Bank, N.A. Experience November 2012 - Present
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. November 2012 - Present
UBS November 2008 - November 2012
Morgan Stanley May 2003 - November 2008
Turcotte Hockey School June 1994 - August 2002
Education
Eastern Michigan University 2001 — 2003
B.B.A., Finance
Bentley University 1999 — 2001
Finance
Orchard Lake St. Mary's High School 1994 — 1997
J.P. Morgan Chase Bank, N.A. November 2012 - Present
UBS November 2008 - November 2012
Morgan Stanley May 2003 - November 2008
Turcotte Hockey School June 1994 - August 2002
Education
Eastern Michigan University 2001 — 2003
B.B.A., Finance
Bentley University 1999 — 2001
Finance
Orchard Lake St. Mary's High School 1994 — 1997
Anthony McGee's JP Morgan Chase Bank, N.A. Experience October 2011 - Present
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. October 2011 - Present
Education
California State Polytechnic University-Pomona 2004 — 2007
Bachelor of Science (B.S.), Business Administration, Management and Operations
Cypress College 2001 — 2004
Associate of Science (A.S.), Business Administration, Management and Operations
J.P. Morgan Chase Bank, N.A. October 2011 - Present
Education
California State Polytechnic University-Pomona 2004 — 2007
Bachelor of Science (B.S.), Business Administration, Management and Operations
Cypress College 2001 — 2004
Associate of Science (A.S.), Business Administration, Management and Operations
Jason Rosado's JP Morgan Chase Bank, N.A. Experience September 2011 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. September 2011 - Present
Fifth Third Bank March 2009 - September 2011
Fifth Third Bank March 2008 - March 2009
Sports Authority April 2006 - March 2009
Metropolis/Matrix Nightclub December 2004 - January 2006
Education
University of Central Florida 2003 — 2007
Bachelor of Science, Criminal Justice
Pine Ridge High School 1999 — 2003
High school diploma, All areas
JP Morgan Chase Bank N.A. September 2011 - Present
Fifth Third Bank March 2009 - September 2011
Fifth Third Bank March 2008 - March 2009
Sports Authority April 2006 - March 2009
Metropolis/Matrix Nightclub December 2004 - January 2006
Education
University of Central Florida 2003 — 2007
Bachelor of Science, Criminal Justice
Pine Ridge High School 1999 — 2003
High school diploma, All areas
Van Nghiem Van Nghiem's JP Morgan Chase Bank, N.A. Experience May 2004 - October 2006
Job Credit Analyst at Occidental Petroleum Corporation
Industry Financial Services
Experience
Occidental Petroleum Corporation November 2013 - Present
The Bank of New York Mellon November 2012 - November 2013
The Bank of New York Mellon February 2007 - November 2012
JP Morgan Chase Bank N.A. May 2004 - October 2006
Toronto Dominion August 2001 - May 2003
Skills
Loans, Bloomberg, Financial Analysis, Portfolio Management, Banking, Mutual Funds, Securities, Financial Modeling, Investments, Risk Management, Hedge Funds, Business Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2001
Bachelor of Business Administration in Finance, Finance
Occidental Petroleum Corporation November 2013 - Present
The Bank of New York Mellon November 2012 - November 2013
The Bank of New York Mellon February 2007 - November 2012
JP Morgan Chase Bank N.A. May 2004 - October 2006
Toronto Dominion August 2001 - May 2003
Skills
Loans, Bloomberg, Financial Analysis, Portfolio Management, Banking, Mutual Funds, Securities, Financial Modeling, Investments, Risk Management, Hedge Funds, Business Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 2001
Bachelor of Business Administration in Finance, Finance
Christopher Iwaskewycz's JP Morgan Chase Bank, N.A. Experience April 2011 - Present
Job Private Client Banker, JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. April 2011 - Present
Education
University of Central Florida 2004 — 2008
Public Administration, Business
JP Morgan Chase Bank N.A. April 2011 - Present
Education
University of Central Florida 2004 — 2008
Public Administration, Business
Abhishek Vakil Abhishek Vakil's JP Morgan Chase Bank, N.A. Experience March 2015 - Present
Job VP Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. March 2015 - Present
E*TRADE Financial June 2013 - March 2015
Fidelity Investments August 2011 - June 2013
Barclaycard June 2010 - August 2010
Skills
Mutual Funds, Investments, Series 7, Series 63, Retirement Planning, Financial Services, Asset Allocation, Retirement, Strategic Financial..., Finance, Financial Planners, Securities, IRAs, Wealth Management, ETFs, Wealth, 529 Plans, College Savings Plans, Personal Financial..., High Net Worth..., Roth IRA, Financial Advisory, Investment Advisory, 401k Rollovers, Series 65
Education
San Francisco State University 2009 — 2012
Bachelor of Science (B.S.), Accounting
De Anza College
J.P. Morgan Chase Bank, N.A. March 2015 - Present
E*TRADE Financial June 2013 - March 2015
Fidelity Investments August 2011 - June 2013
Barclaycard June 2010 - August 2010
Skills
Mutual Funds, Investments, Series 7, Series 63, Retirement Planning, Financial Services, Asset Allocation, Retirement, Strategic Financial..., Finance, Financial Planners, Securities, IRAs, Wealth Management, ETFs, Wealth, 529 Plans, College Savings Plans, Personal Financial..., High Net Worth..., Roth IRA, Financial Advisory, Investment Advisory, 401k Rollovers, Series 65
Education
San Francisco State University 2009 — 2012
Bachelor of Science (B.S.), Accounting
De Anza College
Joseph W. Tenpenny Joseph W. Tenpenny's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job VP Private Client Advisor JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2012 - Present
Merrill Lynch January 2009 - June 2012
Merrill Lynch September 2007 - January 2009
Smith Barney January 2006 - May 2007
Education
College of Financial Planning 2011 — 2013
Monmouth University
Bachelor of Business Administration (BBA), Business Administration and Management, General
JP Morgan Chase Bank N.A. June 2012 - Present
Merrill Lynch January 2009 - June 2012
Merrill Lynch September 2007 - January 2009
Smith Barney January 2006 - May 2007
Education
College of Financial Planning 2011 — 2013
Monmouth University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Christopher Hoeflein Christopher Hoeflein's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. June 2012 - Present
Springleaf Financial Services July 2011 - February 2012
Modern Marketing Concepts February 2008 - July 2011
Skills
Marketing, Customer Service, Sales, Marketing Strategy, Loans, Microsoft Office
Education
St. Bonaventure University 2003 — 2007
Bachelor of Business Administration, Marketing, Sport Management
JP Morgan Chase Bank N.A. June 2012 - Present
Springleaf Financial Services July 2011 - February 2012
Modern Marketing Concepts February 2008 - July 2011
Skills
Marketing, Customer Service, Sales, Marketing Strategy, Loans, Microsoft Office
Education
St. Bonaventure University 2003 — 2007
Bachelor of Business Administration, Marketing, Sport Management
Ryan Carson Ryan Carson's JP Morgan Chase Bank, N.A. Experience November 2014 - May 2015
Job Financial Advisor, Valic Advisors
Industry Financial Services
Experience
VALIC May 2015 - Present
JP Morgan Chase Bank N.A. November 2014 - May 2015
JPMorgan Chase July 2013 - May 2015
JPMorgan Chase September 2011 - May 2015
NitroFill Inc. December 2010 - August 2011
Tire Kingdom May 2010 - December 2010
Premier Dealer Services September 2007 - October 2009
The Performance Institute January 2006 - August 2007
Nietech Corporation August 2004 - October 2005
Skills
Financial Planning, Communication, Client Relations, Sales, Project Management, Marketing, Business Process..., Cross-functional Team..., Sales Management, Product Marketing, Product Management, Product Planning, Vendor Relationship..., Business Development, Budget Analysis, Management, Operations Management, Team Training, Team Building, Insurance, Negotiation, Training, Risk Management, Forecasting
Education
University of California, Santa Barbara 2001 — 2003
BA, Business Economics
San Diego State University-California State University 1999 — 2001
VALIC May 2015 - Present
JP Morgan Chase Bank N.A. November 2014 - May 2015
JPMorgan Chase July 2013 - May 2015
JPMorgan Chase September 2011 - May 2015
NitroFill Inc. December 2010 - August 2011
Tire Kingdom May 2010 - December 2010
Premier Dealer Services September 2007 - October 2009
The Performance Institute January 2006 - August 2007
Nietech Corporation August 2004 - October 2005
Skills
Financial Planning, Communication, Client Relations, Sales, Project Management, Marketing, Business Process..., Cross-functional Team..., Sales Management, Product Marketing, Product Management, Product Planning, Vendor Relationship..., Business Development, Budget Analysis, Management, Operations Management, Team Training, Team Building, Insurance, Negotiation, Training, Risk Management, Forecasting
Education
University of California, Santa Barbara 2001 — 2003
BA, Business Economics
San Diego State University-California State University 1999 — 2001
Sheetal Aiyer Sheetal Aiyer's JP Morgan Chase Bank, N.A. Experience November 2010 - May 2011
Job General Counsel and Director of Business Development at Sixpoint
Industry Food & Beverages
Experience
Sixpoint September 2015 - Present
Tough Mudder Inc July 2014 - September 2015
Tough Mudder Inc December 2013 - June 2014
Tough Mudder LLC October 2012 - November 2013
Tough Mudder LLC February 2012 - February 2013
Aiyer & Petkos, PLLC July 2011 - February 2012
J.P. Morgan Chase Bank, N.A. November 2010 - May 2011
Rose Walker LLP April 2007 - October 2010
Hawkins, Parnell, Thackston & Young, LLP February 2005 - March 2007
Atlanta Legal Aid Society September 2003 - December 2003
Skills
Litigation, Public Policy, Contract Negotiation, Contract Management, Intellectual Property..., Torts, Risk Management, Employment Law, Corporate Law, Intellectual Property, Legal Writing, Management, Early-stage Startups, Start-ups, Start-up Environment, Team Building, Project Management, Vendor Management, Vendor Contracts, Business Tax Planning, Corporate Structure, Trademarks, Product Liability, Copyright Law, Courts, Legal Research, Commercial Litigation, Contract Law
Education
Emory University 2001 — 2004
J.D., Law
The University of Texas at Austin 1996 — 2000
B.A., Government
Sixpoint September 2015 - Present
Tough Mudder Inc July 2014 - September 2015
Tough Mudder Inc December 2013 - June 2014
Tough Mudder LLC October 2012 - November 2013
Tough Mudder LLC February 2012 - February 2013
Aiyer & Petkos, PLLC July 2011 - February 2012
J.P. Morgan Chase Bank, N.A. November 2010 - May 2011
Rose Walker LLP April 2007 - October 2010
Hawkins, Parnell, Thackston & Young, LLP February 2005 - March 2007
Atlanta Legal Aid Society September 2003 - December 2003
Skills
Litigation, Public Policy, Contract Negotiation, Contract Management, Intellectual Property..., Torts, Risk Management, Employment Law, Corporate Law, Intellectual Property, Legal Writing, Management, Early-stage Startups, Start-ups, Start-up Environment, Team Building, Project Management, Vendor Management, Vendor Contracts, Business Tax Planning, Corporate Structure, Trademarks, Product Liability, Copyright Law, Courts, Legal Research, Commercial Litigation, Contract Law
Education
Emory University 2001 — 2004
J.D., Law
The University of Texas at Austin 1996 — 2000
B.A., Government
Sam Sosa Sam Sosa's JP Morgan Chase Bank, N.A. Experience May 2012 - August 2015
Job Financial Advisor Associate Trainee at JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC August 2015 - Present
JP Morgan Chase Bank N.A. May 2012 - August 2015
Wells Fargo Bank 2007 - 2012
SBYPC May 2006 - January 2010
Real Estate January 2004 - June 2008
Robinson's May June 2000 - July 2004
Education
University of California, Los Angeles 1995 — 2000
Bachelors of Arts, Economics and Psychology
JP Morgan Securities, LLC August 2015 - Present
JP Morgan Chase Bank N.A. May 2012 - August 2015
Wells Fargo Bank 2007 - 2012
SBYPC May 2006 - January 2010
Real Estate January 2004 - June 2008
Robinson's May June 2000 - July 2004
Education
University of California, Los Angeles 1995 — 2000
Bachelors of Arts, Economics and Psychology
Eddie Pinheiro Eddie Pinheiro's JP Morgan Chase Bank, N.A. Experience June 2008 - Present
Job Vice President, Personal Banker, International Financial Services, JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. June 2008 - Present
Wachovia Bank August 2006 - June 2008
Skills
Teaching
Education
The College of Westchester
Associate's degree, Business Administration and Management, General
JP Morgan Chase Bank N.A. June 2008 - Present
Wachovia Bank August 2006 - June 2008
Skills
Teaching
Education
The College of Westchester
Associate's degree, Business Administration and Management, General
Robert Maiorano Robert Maiorano's JP Morgan Chase Bank, N.A. Experience April 2011 - June 2014
Job Relationship Manager at TDAmeritrade
Industry Investment Management
Experience
TD Ameritrade June 2014 - Present
JP Morgan Chase Bank N.A. April 2011 - June 2014
Office of Mayor Jerry Sanders May 2009 - April 2011
Nordstrom June 2006 - December 2009
Office of Congressman Brian Bilbray December 2007 - March 2008
Skills
Banking, Sales, Credit, Investments, Loans, Relationship Management, Public Relations, Personal Finance
Education
University of California, San Diego 2005 — 2009
B.A., Political Science; International Relations
TD Ameritrade June 2014 - Present
JP Morgan Chase Bank N.A. April 2011 - June 2014
Office of Mayor Jerry Sanders May 2009 - April 2011
Nordstrom June 2006 - December 2009
Office of Congressman Brian Bilbray December 2007 - March 2008
Skills
Banking, Sales, Credit, Investments, Loans, Relationship Management, Public Relations, Personal Finance
Education
University of California, San Diego 2005 — 2009
B.A., Political Science; International Relations
Brendan Miles Brendan Miles's JP Morgan Chase Bank, N.A. Experience August 2011 - November 2013
Job Vice President, HSBC Securities (USA) INC.
Industry Financial Services
Experience
HSBC 2013 - Present
JP Morgan Chase Bank N.A. August 2011 - November 2013
Chase Bank May 2010 - August 2011
Dollar Bank May 2009 - April 2010
Pittsburgh Penguins August 2008 - April 2010
Education
University of Pittsburgh 2005 — 2009
University of Pittsburgh 2005 — 2009
Bachelor of Science in Communication and Rhetoric
HSBC 2013 - Present
JP Morgan Chase Bank N.A. August 2011 - November 2013
Chase Bank May 2010 - August 2011
Dollar Bank May 2009 - April 2010
Pittsburgh Penguins August 2008 - April 2010
Education
University of Pittsburgh 2005 — 2009
University of Pittsburgh 2005 — 2009
Bachelor of Science in Communication and Rhetoric
Farnaz Soheili Farnaz Soheili's JP Morgan Chase Bank, N.A. Experience October 2013 - Present
Job ...
Industry Banking
Experience
JP Morgan Chase Bank N.A. October 2013 - Present
Wolfram Alpha, LLC 2011 - September 2013
The Bon Ton Stores Inc. October 2012 - May 2013
The Bon Ton Stores Inc. December 2010 - October 2012
Education
Multimedia University 2004 — 2006
Master of Business Administration (MBA), Marketing
Islamic Azad University 1995 — 1999
Bachelor's degree, Computer Engineering
JP Morgan Chase Bank N.A. October 2013 - Present
Wolfram Alpha, LLC 2011 - September 2013
The Bon Ton Stores Inc. October 2012 - May 2013
The Bon Ton Stores Inc. December 2010 - October 2012
Education
Multimedia University 2004 — 2006
Master of Business Administration (MBA), Marketing
Islamic Azad University 1995 — 1999
Bachelor's degree, Computer Engineering
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
Alexander Guriyelov Alexander Guriyelov's JP Morgan Chase Bank, N.A. Experience November 2010 - Present
Job Private Client Advisor at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. November 2010 - Present
Valley National Bank May 2009 - March 2010
Education
Pace University 1998 — 2002
Bachelor, Finance and Computer Science
JP Morgan Chase Bank N.A. November 2010 - Present
Valley National Bank May 2009 - March 2010
Education
Pace University 1998 — 2002
Bachelor, Finance and Computer Science
Stacy Jarrell's JP Morgan Chase Bank, N.A. Experience October 2010 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. October 2010 - Present
JP Morgan Chase Bank N.A. April 2012 - February 2014
Kemba Credit Union February 2006 - July 2010
Credit Union Centers of Indiana January 1999 - January 2006
Skills
Banking, Human Resources, Loans, Leadership, Training, Customer Service, Analysis, Process Improvement, Recruiting, Team Leadership, Time Management, Credit Analysis, Outlook, Marketing, New Business Development
Education
Indiana University-Purdue University at Indianapolis
Business Communications
JP Morgan Chase Bank N.A. October 2010 - Present
JP Morgan Chase Bank N.A. April 2012 - February 2014
Kemba Credit Union February 2006 - July 2010
Credit Union Centers of Indiana January 1999 - January 2006
Skills
Banking, Human Resources, Loans, Leadership, Training, Customer Service, Analysis, Process Improvement, Recruiting, Team Leadership, Time Management, Credit Analysis, Outlook, Marketing, New Business Development
Education
Indiana University-Purdue University at Indianapolis
Business Communications
James McCannell James McCannell's JP Morgan Chase Bank, N.A. Experience May 2014 - Present
Job Relationship Banker
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. May 2014 - Present
TD August 2012 - August 2013
TD Canada Trust May 2010 - September 2012
State Farm Insurance June 2009 - May 2010
Sun Life Financial April 2006 - July 2009
Royal Vending May 2001 - April 2006
Skills
Insurance, Retirement Planning, Strategic Financial..., Business Planning, Small Business Lending, Investments, Risk Management, Portfolio Management, Product Management, Finance, Small Business..., Wealth Management, Life Insurance, Loans, Credit Insurance, Disability Insurance, Advertising, Residential Mortgages
Education
Sheridan College 2005 — 2006
Post Graduate Certificate, Financial Planning
Sheridan College 2002 — 2005
Diploma, Business Administration, Finance
Blakelock 1996 — 2001
JP Morgan Chase Bank N.A. May 2014 - Present
TD August 2012 - August 2013
TD Canada Trust May 2010 - September 2012
State Farm Insurance June 2009 - May 2010
Sun Life Financial April 2006 - July 2009
Royal Vending May 2001 - April 2006
Skills
Insurance, Retirement Planning, Strategic Financial..., Business Planning, Small Business Lending, Investments, Risk Management, Portfolio Management, Product Management, Finance, Small Business..., Wealth Management, Life Insurance, Loans, Credit Insurance, Disability Insurance, Advertising, Residential Mortgages
Education
Sheridan College 2005 — 2006
Post Graduate Certificate, Financial Planning
Sheridan College 2002 — 2005
Diploma, Business Administration, Finance
Blakelock 1996 — 2001
Aaron Correll's JP Morgan Chase Bank, N.A. Experience September 2013 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank N.A. September 2013 - Present
Chase January 2013 - August 2013
Chase August 2012 - December 2012
Reed's Indoor Range March 2009 - August 2012
City of San Jose March 2011 - May 2011
Education
San Jose State University 2010 — 2012
Bachelor's Degree, Communication Studies, 3.74 Major GPA
Communication University of China 2011 — 2011
Tourism as Performance, 3.74
De Anza College 2008 — 2010
Communication Studies
JP Morgan Chase Bank N.A. September 2013 - Present
Chase January 2013 - August 2013
Chase August 2012 - December 2012
Reed's Indoor Range March 2009 - August 2012
City of San Jose March 2011 - May 2011
Education
San Jose State University 2010 — 2012
Bachelor's Degree, Communication Studies, 3.74 Major GPA
Communication University of China 2011 — 2011
Tourism as Performance, 3.74
De Anza College 2008 — 2010
Communication Studies
Cynthia Fusillo's JP Morgan Chase Bank, N.A. Experience August 2011 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. August 2011 - Present
Citizens Bank July 2007 - August 2011
Time Warner Cable Media September 2005 - July 2007
Education
Mount Saint Mary's College 2010 — 2011
Master of Business Administration (M.B.A.)
SUNY New Paltz 2000 — 2004
Bachelor of Business Administration (B.B.A.)
JP Morgan Chase Bank N.A. August 2011 - Present
Citizens Bank July 2007 - August 2011
Time Warner Cable Media September 2005 - July 2007
Education
Mount Saint Mary's College 2010 — 2011
Master of Business Administration (M.B.A.)
SUNY New Paltz 2000 — 2004
Bachelor of Business Administration (B.B.A.)
Victoria Berman Victoria Berman's JP Morgan Chase Bank, N.A. Experience February 2012 - Present
Job Relationship Banker JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. February 2012 - Present
Paychex February 2007 - July 2009
Verizon Wireless June 1996 - April 2005
Education
State University of New York College at Oneonta
B.S., Business
JP Morgan Chase Bank N.A. February 2012 - Present
Paychex February 2007 - July 2009
Verizon Wireless June 1996 - April 2005
Education
State University of New York College at Oneonta
B.S., Business
Douglas Burnor Douglas Burnor's JP Morgan Chase Bank, N.A. Experience September 2012 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. September 2012 - Present
Burnor Financial Group November 2009 - August 2012
Benchmark Electronics September 2008 - June 2009
Solectron & Flextronics (SLR acquired by FLEX on 10/1/2007) November 2006 - May 2008
Sanmina-SCI November 2004 - November 2006
Sanmina-SCI May 2001 - November 2004
Ericsson January 1990 - May 2001
GE February 1979 - January 1990
Education
Duke University 1992 — 1993
MBA, Business Administration
University of Virginia 1973 — 1977
BA, Economics
JP Morgan Chase Bank N.A. September 2012 - Present
Burnor Financial Group November 2009 - August 2012
Benchmark Electronics September 2008 - June 2009
Solectron & Flextronics (SLR acquired by FLEX on 10/1/2007) November 2006 - May 2008
Sanmina-SCI November 2004 - November 2006
Sanmina-SCI May 2001 - November 2004
Ericsson January 1990 - May 2001
GE February 1979 - January 1990
Education
Duke University 1992 — 1993
MBA, Business Administration
University of Virginia 1973 — 1977
BA, Economics
Diana Namkoong Diana Namkoong's JP Morgan Chase Bank, N.A. Experience July 2014 - Present
Job Relationship Banker
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. July 2014 - Present
Morgan Stanley Smith Barney 2006 - 2010
HSBC Securities 2004 - 2005
JPMorgan Chase Bank 2001 - 2005
Morgan Stanley Dean Witter 1997 - 2001
Education
Ohio University
BFA, Dance
Shaker Hts. High
JP Morgan Chase Bank N.A. July 2014 - Present
Morgan Stanley Smith Barney 2006 - 2010
HSBC Securities 2004 - 2005
JPMorgan Chase Bank 2001 - 2005
Morgan Stanley Dean Witter 1997 - 2001
Education
Ohio University
BFA, Dance
Shaker Hts. High
David A. Jabczenski, CFS®, CAS®, CES® David A. Jabczenski, CFS®, CAS®, CES®'s JP Morgan Chase Bank, N.A. Experience November 2012 - February 2015
Job SVP, Director of Financial Institutions Group
Industry Investment Management
Experience
Alpha Cubed Investments, LLC February 2015 - Present
J.P. Morgan Chase Bank, N.A. November 2012 - February 2015
BancWest Investment Services July 2010 - November 2012
J.P. Morgan Chase Bank, N.A. 1997 - 2009
J.P. Morgan Chase Bank, N.A. 1993 - 1997
GNA Securities 1992 - 1993
Shearson Lehman 1991 - 1992
Skills
Series 7, Wealth Management, Sales, Banking, Finance, Training, Mutual Funds, Series 63, Portfolio Management, Securities, Relationship Management, Financial Services, Asset Management, Credit, Investments, Retirement Planning, Strategic Financial..., Asset Allocation, Equities, Loans, Credit Analysis, Investment Advisory, Sales Management, Risk Management, Commercial Banking, Commercial Lending, Retirement, Series 24, Fixed Income, Fixed Annuities, Retail Banking
Education
Arizona State University
Business Administration and Management, General
California State University-Fullerton
Financial Planning and Services
College for Financial Planning
Financial Planning and Services
Alpha Cubed Investments, LLC February 2015 - Present
J.P. Morgan Chase Bank, N.A. November 2012 - February 2015
BancWest Investment Services July 2010 - November 2012
J.P. Morgan Chase Bank, N.A. 1997 - 2009
J.P. Morgan Chase Bank, N.A. 1993 - 1997
GNA Securities 1992 - 1993
Shearson Lehman 1991 - 1992
Skills
Series 7, Wealth Management, Sales, Banking, Finance, Training, Mutual Funds, Series 63, Portfolio Management, Securities, Relationship Management, Financial Services, Asset Management, Credit, Investments, Retirement Planning, Strategic Financial..., Asset Allocation, Equities, Loans, Credit Analysis, Investment Advisory, Sales Management, Risk Management, Commercial Banking, Commercial Lending, Retirement, Series 24, Fixed Income, Fixed Annuities, Retail Banking
Education
Arizona State University
Business Administration and Management, General
California State University-Fullerton
Financial Planning and Services
College for Financial Planning
Financial Planning and Services
Tasha Skott Tasha Skott's JP Morgan Chase Bank, N.A. Experience March 2014 - Present
Job Private Client Branch Manager
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. March 2014 - Present
PNC October 2012 - February 2014
PNC February 2011 - October 2012
Fifth Third Bank May 2007 - January 2011
Fifth Third Bank January 2005 - May 2007
Sovereign Bank June 2004 - January 2005
Fifth Third Bank August 2003 - June 2004
Skills
Retail Banking, P&L Management, Sales Management, Team Building, Coaching, Small Business..., Community Involvement, Community Service, Problem Solving, Strategic Planning, Process Development, Team Leadership, Team Management, Teamwork, Financial Planning, Risk Management, Situational Leadership, Banking Operations, Mentoring, Customer Service, Customer Engagement, Customer Loyalty, Customer Acquisition, Employee Engagement, Employee Recognition, Employee Counseling, Negotiation, Banking, Leadership, Strategic Financial..., Business Development, Credit, Loans, Management, Sales
Education
College for Financial Planning 2004 — 2006
Master of Science (MS), Financial Planning
Wright State University 1999 — 2003
Bachelor of Science, Business Administration
J.P. Morgan Chase Bank, N.A. March 2014 - Present
PNC October 2012 - February 2014
PNC February 2011 - October 2012
Fifth Third Bank May 2007 - January 2011
Fifth Third Bank January 2005 - May 2007
Sovereign Bank June 2004 - January 2005
Fifth Third Bank August 2003 - June 2004
Skills
Retail Banking, P&L Management, Sales Management, Team Building, Coaching, Small Business..., Community Involvement, Community Service, Problem Solving, Strategic Planning, Process Development, Team Leadership, Team Management, Teamwork, Financial Planning, Risk Management, Situational Leadership, Banking Operations, Mentoring, Customer Service, Customer Engagement, Customer Loyalty, Customer Acquisition, Employee Engagement, Employee Recognition, Employee Counseling, Negotiation, Banking, Leadership, Strategic Financial..., Business Development, Credit, Loans, Management, Sales
Education
College for Financial Planning 2004 — 2006
Master of Science (MS), Financial Planning
Wright State University 1999 — 2003
Bachelor of Science, Business Administration
Sara Lovell Sara Lovell's JP Morgan Chase Bank, N.A. Experience April 2015 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. April 2015 - Present
JPMorgan Chase Bank N.A. May 2014 - April 2015
AXA Advisors November 2013 - May 2014
Raymond James Financial Services, Inc. September 2012 - September 2013
Merrill Lynch June 2008 - September 2012
Merrill Lynch April 2007 - June 2008
Education
University of California, Irvine 2004 — 2008
JP Morgan Chase Bank N.A. April 2015 - Present
JPMorgan Chase Bank N.A. May 2014 - April 2015
AXA Advisors November 2013 - May 2014
Raymond James Financial Services, Inc. September 2012 - September 2013
Merrill Lynch June 2008 - September 2012
Merrill Lynch April 2007 - June 2008
Education
University of California, Irvine 2004 — 2008
Jeff Ellison, CFA Jeff Ellison, CFA's JP Morgan Chase Bank, N.A. Experience April 2013 - Present
Job Private Client Investment Associate at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. April 2013 - Present
Basdakis Wealth Management Group February 2011 - April 2013
Education
University of Southern California 2015 — 2018
Master of Business Administration (M.B.A.)
Chapman University 2004 — 2009
Bachelor's degree, Business Administration, Emphasis in Entrepreneurship
J.P. Morgan Chase Bank, N.A. April 2013 - Present
Basdakis Wealth Management Group February 2011 - April 2013
Education
University of Southern California 2015 — 2018
Master of Business Administration (M.B.A.)
Chapman University 2004 — 2009
Bachelor's degree, Business Administration, Emphasis in Entrepreneurship
Wiwatsorn Viwatthanasorn Wiwatsorn Viwatthanasorn's JP Morgan Chase Bank, N.A. Experience January 2013 - Present
Job Private Client Investment Associate
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. July 2011 - December 2012
JPMorgan Chase Bank, N.A. May 2007 - July 2011
JPMorgan Chase Bank, N.A. July 2008 - March 2009
Enterprise Rent-A-Car January 2007 - May 2007
Education
Fairfield University 2002 — 2006
Bachelor's degree, International Business/Trade/Commerce
J.P. Morgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. July 2011 - December 2012
JPMorgan Chase Bank, N.A. May 2007 - July 2011
JPMorgan Chase Bank, N.A. July 2008 - March 2009
Enterprise Rent-A-Car January 2007 - May 2007
Education
Fairfield University 2002 — 2006
Bachelor's degree, International Business/Trade/Commerce
Rick Echeverria Rick Echeverria's JP Morgan Chase Bank, N.A. Experience February 2011 - April 2015
Job Client Service Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
JP Morgan Chase Bank N.A. February 2011 - April 2015
Bally Total Fitness October 2000 - February 2011
Skills
Customer Retention, Operations Management, Finance, Relationship Management, Coaching, Customer Satisfaction, Customer Service, Personal Training, Fitness, Team Building, Loans, Credit, Financial Analysis, Banking, Sales, Microsoft Excel, Outlook, CRM, Microsoft Word, Small Business, Hiring, Employee Training, Leadership, Event Planning, Management
Education
University of Phoenix 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.0
J.P. Morgan April 2015 - Present
JP Morgan Chase Bank N.A. February 2011 - April 2015
Bally Total Fitness October 2000 - February 2011
Skills
Customer Retention, Operations Management, Finance, Relationship Management, Coaching, Customer Satisfaction, Customer Service, Personal Training, Fitness, Team Building, Loans, Credit, Financial Analysis, Banking, Sales, Microsoft Excel, Outlook, CRM, Microsoft Word, Small Business, Hiring, Employee Training, Leadership, Event Planning, Management
Education
University of Phoenix 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.0
Elias Hidalgo Elias Hidalgo's JP Morgan Chase Bank, N.A. Experience May 2010 - May 2015
Job Auto Damage Adjuster
Industry Insurance
Experience
GEICO May 2015 - Present
JP Morgan Chase Bank N.A. May 2010 - May 2015
Best Buy June 2006 - May 2010
Micro Center January 2002 - May 2006
Education
San Jose State University 2002 — 2007
BS, Business Administration
De Anza College 2000 — 2002
A.A, Liberal Arts
GEICO May 2015 - Present
JP Morgan Chase Bank N.A. May 2010 - May 2015
Best Buy June 2006 - May 2010
Micro Center January 2002 - May 2006
Education
San Jose State University 2002 — 2007
BS, Business Administration
De Anza College 2000 — 2002
A.A, Liberal Arts
J. Corey Reid J. Corey Reid's JP Morgan Chase Bank, N.A. Experience December 2013 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. December 2013 - Present
Capstone Partners Financial and Insurance Services July 2013 - December 2013
New York Life Insurance Company December 2011 - June 2013
Bank of America Home Loans May 2011 - December 2011
Prospect Mortgage, LLC August 2010 - May 2011
Civil Air Patrol 2010 - 2011
Civil Air Patrol 2010 - 2011
MetLife Home Loans July 2009 - September 2010
MetLife Home Loans September 2008 - June 2009
First Horizon Home Loans May 2007 - August 2008
Education
St. Lawrence University 1989 — 1993
B.S., Biology
St.George's School 1985 — 1989
JP Morgan Chase Bank N.A. December 2013 - Present
Capstone Partners Financial and Insurance Services July 2013 - December 2013
New York Life Insurance Company December 2011 - June 2013
Bank of America Home Loans May 2011 - December 2011
Prospect Mortgage, LLC August 2010 - May 2011
Civil Air Patrol 2010 - 2011
Civil Air Patrol 2010 - 2011
MetLife Home Loans July 2009 - September 2010
MetLife Home Loans September 2008 - June 2009
First Horizon Home Loans May 2007 - August 2008
Education
St. Lawrence University 1989 — 1993
B.S., Biology
St.George's School 1985 — 1989
Enith Hauenstein's JP Morgan Chase Bank, N.A. Experience July 2011 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. July 2011 - Present
Education
University of Louisville 2002 — 2006
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
JP Morgan Chase Bank N.A. July 2011 - Present
Education
University of Louisville 2002 — 2006
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Jacob Glick Jacob Glick's JP Morgan Chase Bank, N.A. Experience September 2010 - September 2015
Job President
Industry Financial Services
Experience
Independent Fiduciary Group (IFG) September 2015 - Present
J.P. Morgan Chase Bank, N.A. September 2010 - September 2015
Walton International Group August 2007 - April 2010
Skills
Series 7, Series 63, Alternative Investments, Investments, Sales, Asset Management, Management, Portfolio Management, Financial Services, Marketing, Wealth Management, Strategic Planning, Series 65
Education
Arizona State University, W. P. Carey School of Business
B.S. Finance, magna cum laude
Independent Fiduciary Group (IFG) September 2015 - Present
J.P. Morgan Chase Bank, N.A. September 2010 - September 2015
Walton International Group August 2007 - April 2010
Skills
Series 7, Series 63, Alternative Investments, Investments, Sales, Asset Management, Management, Portfolio Management, Financial Services, Marketing, Wealth Management, Strategic Planning, Series 65
Education
Arizona State University, W. P. Carey School of Business
B.S. Finance, magna cum laude
Judelly J Vega's JP Morgan Chase Bank, N.A. Experience June 2015 - Present
Job International Financial Service Banking Associate
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2015 - Present
Chase Bank September 2012 - April 2015
Citibank N.A. September 2011 - June 2012
HSBC June 2008 - September 2011
NYSC Town Sports International February 2006 - May 2008
Education
Pontificia Universidad Católica Madre y Maestra 1997 — 2002
Bachelor's degree, Administration-Marketing
Universidad Catolica Santo Domingo 1998 — 2000
Mercadeo Estrategico/ Marketing Strategics, Business Administration and Management, General
University of Phoenix
Business Financial
JP Morgan Chase Bank N.A. June 2015 - Present
Chase Bank September 2012 - April 2015
Citibank N.A. September 2011 - June 2012
HSBC June 2008 - September 2011
NYSC Town Sports International February 2006 - May 2008
Education
Pontificia Universidad Católica Madre y Maestra 1997 — 2002
Bachelor's degree, Administration-Marketing
Universidad Catolica Santo Domingo 1998 — 2000
Mercadeo Estrategico/ Marketing Strategics, Business Administration and Management, General
University of Phoenix
Business Financial
Michael Woodard Michael Woodard's JP Morgan Chase Bank, N.A. Experience July 2015 - Present
Job Relationship Banker ll
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. July 2015 - Present
Walmart April 2011 - July 2015
Primerica March 2010 - May 2012
H.O.L.D. April 2009 - October 2010
McDonald's Corporation December 2006 - August 2008
Education
Aurora University 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management/ Leadership
Aurora University 2008 — 2012
Bachelor's degree, Business Commerce and Organizational Management
J.P. Morgan Chase Bank, N.A. July 2015 - Present
Walmart April 2011 - July 2015
Primerica March 2010 - May 2012
H.O.L.D. April 2009 - October 2010
McDonald's Corporation December 2006 - August 2008
Education
Aurora University 2012 — 2014
Master of Business Administration (M.B.A.), Human Resources Management/ Leadership
Aurora University 2008 — 2012
Bachelor's degree, Business Commerce and Organizational Management
Brian Springmann's JP Morgan Chase Bank, N.A. Experience June 2010 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2010 - Present
JP Morgan Chase Bank N.A. June 2010 - Present
JP Morgan Chase Bank N.A. June 2010 - Present
American General Finance April 2006 - June 2010
American General Financial Services of Louisiana April 2006 - May 2010
American General Financial Services of Louisiana April 2006 - May 2010
Fairfield Resorts August 2005 - January 2006
Fairfield Resorts August 2005 - January 2006
Aflac January 2005 - July 2005
Aflac January 2005 - July 2005
Education
University of New Orleans 1999 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Archbishop Rummel High School
University of New Orleans
B.S, Management
University of New Orleans
B.S, Management
JP Morgan Chase Bank N.A. June 2010 - Present
JP Morgan Chase Bank N.A. June 2010 - Present
JP Morgan Chase Bank N.A. June 2010 - Present
American General Finance April 2006 - June 2010
American General Financial Services of Louisiana April 2006 - May 2010
American General Financial Services of Louisiana April 2006 - May 2010
Fairfield Resorts August 2005 - January 2006
Fairfield Resorts August 2005 - January 2006
Aflac January 2005 - July 2005
Aflac January 2005 - July 2005
Education
University of New Orleans 1999 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Archbishop Rummel High School
University of New Orleans
B.S, Management
University of New Orleans
B.S, Management
Heather Weidenhamer Heather Weidenhamer's JP Morgan Chase Bank, N.A. Experience March 2015 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank N.A. March 2015 - Present
JP Morgan Chase Bank N.A. May 2013 - February 2015
AARP March 2013 - July 2013
Michigan State University August 2009 - May 2013
Cumulus Broadcasting Lansing May 2012 - August 2012
Michigan State University August 2011 - May 2012
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Advertising
Walled Lake Central High School 2005 — 2009
Diploma 2009
JP Morgan Chase Bank N.A. March 2015 - Present
JP Morgan Chase Bank N.A. May 2013 - February 2015
AARP March 2013 - July 2013
Michigan State University August 2009 - May 2013
Cumulus Broadcasting Lansing May 2012 - August 2012
Michigan State University August 2011 - May 2012
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Advertising
Walled Lake Central High School 2005 — 2009
Diploma 2009
Bob Sammon Bob Sammon's JP Morgan Chase Bank, N.A. Experience July 2010 - Present
Job Private Client Banker, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. July 2010 - Present
Enterpise Software Sales Consultant January 2010 - July 2010
Coradiant, Inc. January 2009 - January 2010
8e6 Technologies September 2005 - January 2009
Proginet Corporation July 1999 - September 2005
Education
State University of New York at Binghamton
BA, Economics, Political Science
J.P. Morgan Chase Bank, N.A. July 2010 - Present
Enterpise Software Sales Consultant January 2010 - July 2010
Coradiant, Inc. January 2009 - January 2010
8e6 Technologies September 2005 - January 2009
Proginet Corporation July 1999 - September 2005
Education
State University of New York at Binghamton
BA, Economics, Political Science
Michelle Liao Michelle Liao's JP Morgan Chase Bank, N.A. Experience November 2011 - August 2012
Job at
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase Bank N.A. September 2012 - Present
JP Morgan Chase Bank N.A. November 2011 - August 2012
Education
UCSB 2007 — 2011
bachelor
shanghai
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase Bank N.A. September 2012 - Present
JP Morgan Chase Bank N.A. November 2011 - August 2012
Education
UCSB 2007 — 2011
bachelor
shanghai
Brittany Douville Brittany Douville's JP Morgan Chase Bank, N.A. Experience January 2015 - Present
Job at
Industry Marketing and Advertising
Experience
JP Morgan Chase Bank N.A. January 2015 - Present
Texell Credit Union May 2013 - January 2015
University Federal Credit Union July 2011 - May 2013
Huntsville Independent School District January 2011 - May 2011
Zero Gravity Gymnastics and Cheer May 2009 - August 2009
Chili's May 2008 - March 2009
Radisson Hotel Manchester June 2005 - May 2007
Skills
Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Time Management, Outlook, Social Media, PowerPoint, Engage Software, Episys Software, Certegy, Visa DPS Software, SWBC 3rd Party Payment...
Education
Sam Houston State University 2007 — 2011
BA, Mass Communication, Minor General Business Administration
Manchester West High School 2003 — 2007
High School Diploma
JP Morgan Chase Bank N.A. January 2015 - Present
Texell Credit Union May 2013 - January 2015
University Federal Credit Union July 2011 - May 2013
Huntsville Independent School District January 2011 - May 2011
Zero Gravity Gymnastics and Cheer May 2009 - August 2009
Chili's May 2008 - March 2009
Radisson Hotel Manchester June 2005 - May 2007
Skills
Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Microsoft Word, Time Management, Outlook, Social Media, PowerPoint, Engage Software, Episys Software, Certegy, Visa DPS Software, SWBC 3rd Party Payment...
Education
Sam Houston State University 2007 — 2011
BA, Mass Communication, Minor General Business Administration
Manchester West High School 2003 — 2007
High School Diploma
Paula Hyman Paula Hyman's JP Morgan Chase Bank, N.A. Experience 2014 - 2014
Job Systems Learning Consultant at Concentra
Industry Human Resources
Experience
Concentra 2015 - Present
JP Morgan Chase Bank N.A. 2014 - 2014
MCCS 2012 - 2014
MCCS 2012 - 2014
MCCS 2012 - 2012
ADP 2011 - 2011
Defense Logistics Agency 2008 - 2009
DFAS 2007 - 2008
Huntington National Bank 2007 - 2007
Customer Service 2005 - 2007
Skills
Training, Human Resources, Government, Program Management, Public Speaking, Leadership, Customer Service, PowerPoint, Employee Training, Military, Military Liaison, Community Outreach, Team Building, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Staff Development, Sales, Office Administration, Appointment Scheduling, Advertising, Recruiting, Employee Relations, PeopleSoft, Fundraising, Career Counseling, Typing, Customer Acquisition, Interpersonal..., Presentations, Presentation Design, Client Presentation, Patient Education, Meeting Planning, Military Families, Events Coordination, Data Entry, Training Delivery, Conflict Resolution, Project Planning, Managing Accounts, Counselor Education, Adult Education, Curriculum Development, Development Of Employees, Interview Skills, Team Facilitation, Resolving Conflicts
Education
Webster University 2012 — 2013
Master of Arts (MA), Human Resources Development and Management and Leadership, 3.97
The Ohio State University 2002 — 2006
Bachelor of Science (BS), Family Resource Management Studies, General
Concentra 2015 - Present
JP Morgan Chase Bank N.A. 2014 - 2014
MCCS 2012 - 2014
MCCS 2012 - 2014
MCCS 2012 - 2012
ADP 2011 - 2011
Defense Logistics Agency 2008 - 2009
DFAS 2007 - 2008
Huntington National Bank 2007 - 2007
Customer Service 2005 - 2007
Skills
Training, Human Resources, Government, Program Management, Public Speaking, Leadership, Customer Service, PowerPoint, Employee Training, Military, Military Liaison, Community Outreach, Team Building, Management, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Staff Development, Sales, Office Administration, Appointment Scheduling, Advertising, Recruiting, Employee Relations, PeopleSoft, Fundraising, Career Counseling, Typing, Customer Acquisition, Interpersonal..., Presentations, Presentation Design, Client Presentation, Patient Education, Meeting Planning, Military Families, Events Coordination, Data Entry, Training Delivery, Conflict Resolution, Project Planning, Managing Accounts, Counselor Education, Adult Education, Curriculum Development, Development Of Employees, Interview Skills, Team Facilitation, Resolving Conflicts
Education
Webster University 2012 — 2013
Master of Arts (MA), Human Resources Development and Management and Leadership, 3.97
The Ohio State University 2002 — 2006
Bachelor of Science (BS), Family Resource Management Studies, General
Sarah Mayfield Sarah Mayfield's JP Morgan Chase Bank, N.A. Experience November 2014 - June 2015
Job Managing Member at Mayfield Consulting LLC
Industry Financial Services
Experience
Mayfield Consulting LLC June 2015 - Present
JP Morgan Chase Bank N.A. November 2014 - June 2015
JPMorgan Chase April 2013 - November 2014
JPMorgan Chase January 2012 - April 2013
JPMorgan Chase & Co. January 2011 - January 2012
Arise Virtual Solutions Inc. January 2010 - January 2011
Edward Jones August 2009 - December 2009
Skills
Sales, Management, Banking, Finance, Customer Service, Credit, Mortgage Lending, Team Building, Financial Services, Bookkeeping, QuickBooks, Marketing, Business Planning, Small Business..., Tax Preparation, Portfolio Management, Business Development, Leadership, Financial Analysis, Strategic Planning, Loans
Education
Strayer University 2010 — 2014
Bachelorâs Degree, Business Administration and Management, General
Southwest Florida College 2005 — 2007
Accounting and Business/Management
University of Wisconsin-Milwaukee 2004 — 2005
Mayfield Consulting LLC June 2015 - Present
JP Morgan Chase Bank N.A. November 2014 - June 2015
JPMorgan Chase April 2013 - November 2014
JPMorgan Chase January 2012 - April 2013
JPMorgan Chase & Co. January 2011 - January 2012
Arise Virtual Solutions Inc. January 2010 - January 2011
Edward Jones August 2009 - December 2009
Skills
Sales, Management, Banking, Finance, Customer Service, Credit, Mortgage Lending, Team Building, Financial Services, Bookkeeping, QuickBooks, Marketing, Business Planning, Small Business..., Tax Preparation, Portfolio Management, Business Development, Leadership, Financial Analysis, Strategic Planning, Loans
Education
Strayer University 2010 — 2014
Bachelorâs Degree, Business Administration and Management, General
Southwest Florida College 2005 — 2007
Accounting and Business/Management
University of Wisconsin-Milwaukee 2004 — 2005
Kenyon Knight Kenyon Knight's JP Morgan Chase Bank, N.A. Experience September 2011 - Present
Job Chase Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. January 2014 - Present
JP Morgan Chase Bank N.A. September 2011 - Present
JPMorgan Chase Bank, N.A. July 2010 - Present
Starbucks January 2008 - July 2010
Skills
Customer Service, Mortgage Lending, Loans, Credit, Public Speaking, Leadership
Education
Lincoln Christian University 2003 — 2008
Bachelor of Arts (B.A.), Music
JPMorgan Chase Bank N.A. January 2014 - Present
JP Morgan Chase Bank N.A. September 2011 - Present
JPMorgan Chase Bank, N.A. July 2010 - Present
Starbucks January 2008 - July 2010
Skills
Customer Service, Mortgage Lending, Loans, Credit, Public Speaking, Leadership
Education
Lincoln Christian University 2003 — 2008
Bachelor of Arts (B.A.), Music
Drew Gies Drew Gies's JP Morgan Chase Bank, N.A. Experience May 2014 - Present
Job Vice President Private Client Advisor at JP Morgan Chase Bank N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank N.A. May 2014 - Present
JP Morgan Securities LLC June 2009 - Present
Kentucky Financial Group January 2007 - June 2009
H&R Block Financial Advisors 1994 - 2007
Education
University of Alabama 1989 — 1993
BA, Corp. Finance & Investment Mgmt.
Trinity High School 1985 — 1989
JP Morgan Chase Bank N.A. May 2014 - Present
JP Morgan Securities LLC June 2009 - Present
Kentucky Financial Group January 2007 - June 2009
H&R Block Financial Advisors 1994 - 2007
Education
University of Alabama 1989 — 1993
BA, Corp. Finance & Investment Mgmt.
Trinity High School 1985 — 1989
Jeffrey Piccolo Jeffrey Piccolo's JP Morgan Chase Bank, N.A. Experience April 2011 - Present
Job JP Morgan Chase Bank N.A.
Industry Mechanical or Industrial Engineering
Experience
JP Morgan Chase Bank N.A. April 2011 - Present
Designfusion May 2010 - November 2010
General Motors January 2009 - December 2009
Air Products and Chemicals September 2008 - December 2008
Education
Lehigh University 2006 — 2011
BS, Mechanical Engineering
JP Morgan Chase Bank N.A. April 2011 - Present
Designfusion May 2010 - November 2010
General Motors January 2009 - December 2009
Air Products and Chemicals September 2008 - December 2008
Education
Lehigh University 2006 — 2011
BS, Mechanical Engineering
Franz Warren Franz Warren's JP Morgan Chase Bank, N.A. Experience September 2009 - Present
Job Executive Director Market Director
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. September 2009 - Present
H&R Block Financial Advisors February 1994 - March 2009
Ameriprise Advisor Services February 1994 - March 2009
Education
Rutgers, The State University of New Jersey-New Brunswick
JP Morgan Chase Bank N.A. September 2009 - Present
H&R Block Financial Advisors February 1994 - March 2009
Ameriprise Advisor Services February 1994 - March 2009
Education
Rutgers, The State University of New Jersey-New Brunswick
Sofia Mondragon's JP Morgan Chase Bank, N.A. Experience October 2012 - Present
Job Relationship Banker
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. October 2012 - Present
CDW March 2011 - October 2012
AT&T January 2009 - March 2012
Skills
Sales Process, Solution Selling, Salesforce.com, Sales, Cold Calling, Sales Management, Sales Operations, Coaching, Direct Sales, Telecommunications, Computer Hardware, Managed Services
Education
City Colleges of Chicago-Harry S Truman College 2011 — 2012
Bachelor of Business Administration (B.B.A.)
J.P. Morgan Chase Bank, N.A. October 2012 - Present
CDW March 2011 - October 2012
AT&T January 2009 - March 2012
Skills
Sales Process, Solution Selling, Salesforce.com, Sales, Cold Calling, Sales Management, Sales Operations, Coaching, Direct Sales, Telecommunications, Computer Hardware, Managed Services
Education
City Colleges of Chicago-Harry S Truman College 2011 — 2012
Bachelor of Business Administration (B.B.A.)
Adrian Z. Dalmy Adrian Z. Dalmy's JP Morgan Chase Bank, N.A. Experience November 2009 - January 2015
Job Vice President at US Bank
Industry Banking
Experience
US Bank January 2015 - Present
5280 Craft Beer January 2015 - Present
Bleeding Edge Gear January 2015 - Present
Hunger Free Colorado May 2012 - Present
JP Morgan Chase Bank N.A. November 2009 - January 2015
JP Morgan Chase (formerly Washington Mutual) August 2007 - November 2009
US Bank June 2006 - August 2007
Creative Real Estate and Finance June 2004 - June 2006
Velocity Racing February 2002 - June 2004
Skills
Banking, Financial Analysis, New Business Development, Commercial Banking, Cash Management, Portfolio Management, Treasury Management, Working Capital..., Sales Management, Negotiation, Consultative Selling, Asset Management, FX, Asset Managment, FX Options, Loans, Mortgage Lending, Finance, Lines Of Credit, Commercial Mortgages, Commercial Lending
Education
University of Colorado Denver 2002 — 2006
Bachelor of Arts, Communication
Bear Creek High School
De Anza College
US Bank January 2015 - Present
5280 Craft Beer January 2015 - Present
Bleeding Edge Gear January 2015 - Present
Hunger Free Colorado May 2012 - Present
JP Morgan Chase Bank N.A. November 2009 - January 2015
JP Morgan Chase (formerly Washington Mutual) August 2007 - November 2009
US Bank June 2006 - August 2007
Creative Real Estate and Finance June 2004 - June 2006
Velocity Racing February 2002 - June 2004
Skills
Banking, Financial Analysis, New Business Development, Commercial Banking, Cash Management, Portfolio Management, Treasury Management, Working Capital..., Sales Management, Negotiation, Consultative Selling, Asset Management, FX, Asset Managment, FX Options, Loans, Mortgage Lending, Finance, Lines Of Credit, Commercial Mortgages, Commercial Lending
Education
University of Colorado Denver 2002 — 2006
Bachelor of Arts, Communication
Bear Creek High School
De Anza College
Micah Klussmann Micah Klussmann's JP Morgan Chase Bank, N.A. Experience November 2008 - July 2013
Job VP of Mortgage Lending at Guaranteed Rate NMLS 425538
Industry Financial Services
Experience
Guaranteed Rate July 2014 - Present
Guaranteed Rate August 2013 - Present
J.P. Morgan Chase Bank, N.A. November 2008 - July 2013
Curves International May 2007 - November 2008
Skills
Event Planning, Marketing, Customer Service, Marketing Strategy, Event Management, Sales, Time Management, Marketing Communications, Fundraising, Facebook, Fitness, Advertising, Sports, Microsoft Office, Financial Planning, Jumbo Loans, Real Estate, Mortgage Lending, Condos, Loans, VA Loans, FHA Lending, First Time Home Buyers, Real Estate Financing
Education
Baylor University 2004 — 2007
BBA, Management
Baylor University - Hankamer School of Business 2004 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Guaranteed Rate July 2014 - Present
Guaranteed Rate August 2013 - Present
J.P. Morgan Chase Bank, N.A. November 2008 - July 2013
Curves International May 2007 - November 2008
Skills
Event Planning, Marketing, Customer Service, Marketing Strategy, Event Management, Sales, Time Management, Marketing Communications, Fundraising, Facebook, Fitness, Advertising, Sports, Microsoft Office, Financial Planning, Jumbo Loans, Real Estate, Mortgage Lending, Condos, Loans, VA Loans, FHA Lending, First Time Home Buyers, Real Estate Financing
Education
Baylor University 2004 — 2007
BBA, Management
Baylor University - Hankamer School of Business 2004 — 2007
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Newlin O. Wollaston Newlin O. Wollaston's JP Morgan Chase Bank, N.A. Experience October 2014 - Present
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan Securities, LLC December 2011 - October 2014
New England Financial June 2009 - November 2011
Bank of America May 1993 - March 2009
Education
DePaul University 1996 — 2004
Business Administration and Management, General
J.P. Morgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan Securities, LLC December 2011 - October 2014
New England Financial June 2009 - November 2011
Bank of America May 1993 - March 2009
Education
DePaul University 1996 — 2004
Business Administration and Management, General
Steve Thodesen Steve Thodesen's JP Morgan Chase Bank, N.A. Experience September 2012 - February 2015
Job Banker at U.S. Bank
Industry Financial Services
Experience
U.S. Bank March 2015 - Present
JP Morgan Chase Bank N.A. September 2012 - February 2015
CitiFinancial Servicing July 2010 - August 2012
CitiFinancial Branch Network August 2002 - July 2010
CitiFinancial Branch Network November 1985 - August 2002
Skills
Credit, Consumer Lending, Mortgage Lending, Retail Banking, Relationship Management, Banking, Account Management, Loans, Sales Management, People Development, Mortgage Banking, Loan Origination, Credit Analysis, Residential Mortgages, Refinance, Commercial Lending, Small Business Lending, Credit Risk, Branch Management
Education
University of Cincinnati 1978 — 1982
Bachelor of Business Administration (B.B.A.), Accounting
U.S. Bank March 2015 - Present
JP Morgan Chase Bank N.A. September 2012 - February 2015
CitiFinancial Servicing July 2010 - August 2012
CitiFinancial Branch Network August 2002 - July 2010
CitiFinancial Branch Network November 1985 - August 2002
Skills
Credit, Consumer Lending, Mortgage Lending, Retail Banking, Relationship Management, Banking, Account Management, Loans, Sales Management, People Development, Mortgage Banking, Loan Origination, Credit Analysis, Residential Mortgages, Refinance, Commercial Lending, Small Business Lending, Credit Risk, Branch Management
Education
University of Cincinnati 1978 — 1982
Bachelor of Business Administration (B.B.A.), Accounting
Tanya Zak Tanya Zak's JP Morgan Chase Bank, N.A. Experience December 2010 - Present
Job Relationship Banker at JPMorgan Chase
Industry Retail
Experience
JP Morgan Chase Bank N.A. December 2010 - Present
Lord & Taylor November 2006 - December 2010
Bloomingdales 2004 - 2006
Education
Monmouth University 2009 — 2012
Master of Business Administration (MBA), Leon Hess School of Business
Technion - Israel Institute of Technology 1997 — 2000
Master, Quality Assurance and Reliability
JP Morgan Chase Bank N.A. December 2010 - Present
Lord & Taylor November 2006 - December 2010
Bloomingdales 2004 - 2006
Education
Monmouth University 2009 — 2012
Master of Business Administration (MBA), Leon Hess School of Business
Technion - Israel Institute of Technology 1997 — 2000
Master, Quality Assurance and Reliability
Rusty Hanna Rusty Hanna's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job Private Client Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2012 - Present
VALIC December 2011 - March 2012
Northwestern Mutual August 2010 - December 2011
Chase March 2005 - October 2009
MetLife January 2004 - March 2005
Coastal Banc June 1999 - December 2003
Education
University of Houston, C.T. Bauer College of Business 1995 — 2000
Business, Finance
JP Morgan Chase Bank N.A. June 2012 - Present
VALIC December 2011 - March 2012
Northwestern Mutual August 2010 - December 2011
Chase March 2005 - October 2009
MetLife January 2004 - March 2005
Coastal Banc June 1999 - December 2003
Education
University of Houston, C.T. Bauer College of Business 1995 — 2000
Business, Finance
Benny Johnson's JP Morgan Chase Bank, N.A. Experience April 2014 - May 2015
Job Client Services Analyst at Clearwater Analytics
Industry Computer Software
Experience
Clearwater Analytics May 2015 - Present
J.P. Morgan Chase Bank, N.A. April 2014 - May 2015
Chase December 2006 - April 2014
Skills
Operations Management, Customer Experience, Anti Money Laundering, Management, Sales Management, Employee Training, Bank Secrecy Act, Retail Banking, Referrals, Sales, Branch Banking, Auditing, Customer Retention, Customer Acquisition, Credit Cards, Credit
Education
Boise State University
Clearwater Analytics May 2015 - Present
J.P. Morgan Chase Bank, N.A. April 2014 - May 2015
Chase December 2006 - April 2014
Skills
Operations Management, Customer Experience, Anti Money Laundering, Management, Sales Management, Employee Training, Bank Secrecy Act, Retail Banking, Referrals, Sales, Branch Banking, Auditing, Customer Retention, Customer Acquisition, Credit Cards, Credit
Education
Boise State University
Gerti Kumbaro's JP Morgan Chase Bank, N.A. Experience October 2014 - Present
Job Private Client Banker at J.P. Morgan Chase Bank, N.A.
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan Securities LLC (JPMS) January 2013 - October 2014
JPMorgan Chase & Co. November 2011 - December 2012
JPMorgan Chase & Co. February 2011 - October 2011
Amglo Kemlite Laboratories April 2008 - November 2010
Skills
Banking, Credit Analysis, Credit, Loans, FINRA, Securities, Investments, Retail Banking, Mortgage Lending, Series 6, Series 63, Life and Health..., Financial Services, Credit Cards, Small Business Lending, Mutual Funds, Economics, Fixed Income, Home Equity Lines of...
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Investments
J.P. Morgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan Securities LLC (JPMS) January 2013 - October 2014
JPMorgan Chase & Co. November 2011 - December 2012
JPMorgan Chase & Co. February 2011 - October 2011
Amglo Kemlite Laboratories April 2008 - November 2010
Skills
Banking, Credit Analysis, Credit, Loans, FINRA, Securities, Investments, Retail Banking, Mortgage Lending, Series 6, Series 63, Life and Health..., Financial Services, Credit Cards, Small Business Lending, Mutual Funds, Economics, Fixed Income, Home Equity Lines of...
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Investments
Michael Paul Rager Michael Paul Rager's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job Private Client Advisor at J. P. Morgan Chase Bank N. A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2012 - Present
JP Morgan Chase Bank N.A. July 2005 - Present
Education
Rochester Institute of Technology 1997 — 2001
Bachelor's, Finance
JP Morgan Chase Bank N.A. June 2012 - Present
JP Morgan Chase Bank N.A. July 2005 - Present
Education
Rochester Institute of Technology 1997 — 2001
Bachelor's, Finance
Brian Buckman's JP Morgan Chase Bank, N.A. Experience July 2005 - March 2007
Job Central Region Manager, Enterprise Sales
Industry Information Technology and Services
Experience
Datto, Inc. August 2015 - Present
Evault A Seagate Company October 2010 - August 2015
Seagate Technology October 2010 - August 2015
Bureau van Dijk October 2008 - September 2010
EVAULT a Seagate Technology Company April 2007 - September 2008
JP Morgan Chase Bank, NA. July 2005 - March 2007
Skills
Networking, VMware, Sourcing, Disaster Recovery, Cloud Computing, Salesforce.com, SaaS, Virtualization, Data Center, Storage Solutions, Account Management, Business Development, Solution Selling, Storage, Cloud Storage, Managed Services, Direct Sales, Security, Sales Operations, Sales, Pre-sales, Business Continuity, Sales Process, Strategic Partnerships, Enterprise Software, Strategy, Channel Partners, Cold Calling, Selling, Professional Services, B2B, Go-to-market Strategy, Storage Area Networks, Sales Enablement, Lead Generation, Product Management
Education
Ohio University 2001 — 2005
BOS
Datto, Inc. August 2015 - Present
Evault A Seagate Company October 2010 - August 2015
Seagate Technology October 2010 - August 2015
Bureau van Dijk October 2008 - September 2010
EVAULT a Seagate Technology Company April 2007 - September 2008
JP Morgan Chase Bank, NA. July 2005 - March 2007
Skills
Networking, VMware, Sourcing, Disaster Recovery, Cloud Computing, Salesforce.com, SaaS, Virtualization, Data Center, Storage Solutions, Account Management, Business Development, Solution Selling, Storage, Cloud Storage, Managed Services, Direct Sales, Security, Sales Operations, Sales, Pre-sales, Business Continuity, Sales Process, Strategic Partnerships, Enterprise Software, Strategy, Channel Partners, Cold Calling, Selling, Professional Services, B2B, Go-to-market Strategy, Storage Area Networks, Sales Enablement, Lead Generation, Product Management
Education
Ohio University 2001 — 2005
BOS
Scott Harland Kesten Scott Harland Kesten's JP Morgan Chase Bank, N.A. Experience October 2013 - Present
Job Chase Private Client Investment Associate
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. October 2013 - Present
JP Morgan Chase Bank N.A. February 2011 - September 2013
JP Morgan Chase Bank N.A. December 2005 - January 2011
U.S. Cellular September 2003 - November 2005
Education
Loyola University Chicago School of Law 2009 — 2013
Doctor of Law (J.D.)
Loyola University of Chicago - Graduate School of Business
Master of Business Administration (M.B.A.)
University of Illinois at Chicago 2004 — 2005
BS, Finance
JP Morgan Chase Bank N.A. October 2013 - Present
JP Morgan Chase Bank N.A. February 2011 - September 2013
JP Morgan Chase Bank N.A. December 2005 - January 2011
U.S. Cellular September 2003 - November 2005
Education
Loyola University Chicago School of Law 2009 — 2013
Doctor of Law (J.D.)
Loyola University of Chicago - Graduate School of Business
Master of Business Administration (M.B.A.)
University of Illinois at Chicago 2004 — 2005
BS, Finance
Brian Batchelder's JP Morgan Chase Bank, N.A. Experience August 2007 - February 2014
Job Experienced and Successful Financial Services Consultant, Data Analysis, Client Relations/Service, and Servant.
Industry Financial Services
Experience
KDLP English Language Academy February 2014 - February 2015
JP Morgan Chase Bank N.A. August 2007 - February 2014
Harbor Restaraunts March 2008 - January 2014
Hantz Group August 2003 - February 2007
Skills
Series 6, Customer Service, Management, Credit Analysis, Small Business Lending, Sales, Securities, Strategic Planning, Loan Origination, Finance
Education
Hope College 1999 — 2003
Bachelor’s Degree, BUSINESS MANAGEMENT
KDLP English Language Academy February 2014 - February 2015
JP Morgan Chase Bank N.A. August 2007 - February 2014
Harbor Restaraunts March 2008 - January 2014
Hantz Group August 2003 - February 2007
Skills
Series 6, Customer Service, Management, Credit Analysis, Small Business Lending, Sales, Securities, Strategic Planning, Loan Origination, Finance
Education
Hope College 1999 — 2003
Bachelor’s Degree, BUSINESS MANAGEMENT
Juan Pablo Rios's JP Morgan Chase Bank, N.A. Experience March 2011 - Present
Job Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. March 2011 - Present
Ameriprise Financial 2002 - 2010
Deloitte & Touche 2000 - 2002
KPMG Peat Marwick 1999 - 1999
Education
Georgetown University - The McDonough School of Business 1998 — 2000
Universidad de Los Andes 1991 — 1996
Bachelors, Industrial Engineering
Colegio San Carlos 1983 — 1989
JP Morgan Chase Bank N.A. March 2011 - Present
Ameriprise Financial 2002 - 2010
Deloitte & Touche 2000 - 2002
KPMG Peat Marwick 1999 - 1999
Education
Georgetown University - The McDonough School of Business 1998 — 2000
Universidad de Los Andes 1991 — 1996
Bachelors, Industrial Engineering
Colegio San Carlos 1983 — 1989
Bill Brockob's JP Morgan Chase Bank, N.A. Experience May 2012 - Present
Job Private Client Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. May 2012 - Present
Chase Investment Service Corporation May 2010 - May 2012
Brockob Construction Company August 2007 - March 2010
Option One Mortgage Corporation September 2002 - August 2007
Option One Mortgage Corp January 2005 - July 2005
Education
University of Dayton 1997 — 2001
History and Political Science
lyons Township High school 1993 — 1997
JP Morgan Chase Bank N.A. May 2012 - Present
Chase Investment Service Corporation May 2010 - May 2012
Brockob Construction Company August 2007 - March 2010
Option One Mortgage Corporation September 2002 - August 2007
Option One Mortgage Corp January 2005 - July 2005
Education
University of Dayton 1997 — 2001
History and Political Science
lyons Township High school 1993 — 1997
Archie Reyes's JP Morgan Chase Bank, N.A. Experience November 2009 - Present
Job Relationship Banker with JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. November 2009 - Present
CDW 2008 - 2009
First Franklin Financial / Merrill Lynch January 2007 - May 2008
First Franklin Financial / Merrill Lynch November 2005 - May 2008
First Franklin Financial / Merrill Lynch 2003 - May 2008
Arcc Mortgage August 2000 - October 2001
Education
College of DuPage
Associates, Graphic Arts
JP Morgan Chase Bank N.A. November 2009 - Present
CDW 2008 - 2009
First Franklin Financial / Merrill Lynch January 2007 - May 2008
First Franklin Financial / Merrill Lynch November 2005 - May 2008
First Franklin Financial / Merrill Lynch 2003 - May 2008
Arcc Mortgage August 2000 - October 2001
Education
College of DuPage
Associates, Graphic Arts
Steve Jovanovic's JP Morgan Chase Bank, N.A. Experience December 2014 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. December 2014 - Present
JPMorgan Chase Bank N.A. May 2011 - Present
Charter One Bank March 2008 - May 2011
Northwestern Mutual May 2007 - March 2008
Education
University of Iowa 2000 — 2006
JP Morgan Chase Bank N.A. December 2014 - Present
JPMorgan Chase Bank N.A. May 2011 - Present
Charter One Bank March 2008 - May 2011
Northwestern Mutual May 2007 - March 2008
Education
University of Iowa 2000 — 2006
Bradley Larson, CIMA's JP Morgan Chase Bank, N.A. Experience April 2014 - Present
Job Vice President, Private Client Advisor at JP Morgan Chase N.A.
Industry Investment Management
Experience
JP Morgan Chase Bank N.A. April 2014 - Present
Manifold Partners, LLC July 2010 - December 2013
California School Health Centers July 2011 - June 2013
Cannell Capital Corp September 2009 - July 2010
J&W Seligman & Co 1987 - 2009
Skills
Hedge Funds, Alternative Investments, Investments, Investment Strategies, Financial Services, Equities, Venture Capital, Fund Of Funds, Strategy, Fixed Income, Business Development, Investment Management, Portfolio Management, Asset Allocation, Investor Relations, Mutual Funds, Series 7, Due Diligence, Series 63, Securities, Wealth Management, Finance, Investment Banking, Asset Managment
Education
Lewis and Clark College 1979 — 1983
BS, Business
Wharton School-Securities Industry Institute
JP Morgan Chase Bank N.A. April 2014 - Present
Manifold Partners, LLC July 2010 - December 2013
California School Health Centers July 2011 - June 2013
Cannell Capital Corp September 2009 - July 2010
J&W Seligman & Co 1987 - 2009
Skills
Hedge Funds, Alternative Investments, Investments, Investment Strategies, Financial Services, Equities, Venture Capital, Fund Of Funds, Strategy, Fixed Income, Business Development, Investment Management, Portfolio Management, Asset Allocation, Investor Relations, Mutual Funds, Series 7, Due Diligence, Series 63, Securities, Wealth Management, Finance, Investment Banking, Asset Managment
Education
Lewis and Clark College 1979 — 1983
BS, Business
Wharton School-Securities Industry Institute
Ed Caveney's JP Morgan Chase Bank, N.A. Experience April 2003 - Present
Job Private Client Advisor, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. April 2003 - Present
Van Kampen Funds 1998 - 2003
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
JP Morgan Chase Bank N.A. April 2003 - Present
Van Kampen Funds 1998 - 2003
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
Adam Altwerger's JP Morgan Chase Bank, N.A. Experience August 2015 - Present
Job Private Client Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. August 2015 - Present
JP Morgan Chase Bank N.A. November 2013 - August 2015
Enterprise Rent-A-Car May 2013 - November 2013
Enterprise Rent-A-Car March 2012 - May 2013
Enterprise Rent-A-Car December 2011 - March 2012
Enterprise Rent-A-Car April 2011 - December 2011
Steiner Sports November 2010 - March 2011
Steiner Sports May 2010 - November 2010
Madison Square Garden July 2009 - May 2010
The Sports Authority September 2008 - April 2009
Education
State University of New York at Albany 2005 — 2009
Bachelor of Arts (B.A.), Communications
Ossining High School 2001 — 2005
Advanced Regents, General
JP Morgan Chase Bank N.A. August 2015 - Present
JP Morgan Chase Bank N.A. November 2013 - August 2015
Enterprise Rent-A-Car May 2013 - November 2013
Enterprise Rent-A-Car March 2012 - May 2013
Enterprise Rent-A-Car December 2011 - March 2012
Enterprise Rent-A-Car April 2011 - December 2011
Steiner Sports November 2010 - March 2011
Steiner Sports May 2010 - November 2010
Madison Square Garden July 2009 - May 2010
The Sports Authority September 2008 - April 2009
Education
State University of New York at Albany 2005 — 2009
Bachelor of Arts (B.A.), Communications
Ossining High School 2001 — 2005
Advanced Regents, General
Doug Walk's JP Morgan Chase Bank, N.A. Experience March 2014 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Banking
Shawn Marks's JP Morgan Chase Bank, N.A. Experience January 2003 - Present
Job Vice President, Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. January 2003 - Present
Morgan Stanley 2001 - 2003
Merrill Lynch 1995 - 2000
Education
DePaul University 1993 — 1995
B.A.S, Commerce
J.P. Morgan Chase Bank, N.A. January 2003 - Present
Morgan Stanley 2001 - 2003
Merrill Lynch 1995 - 2000
Education
DePaul University 1993 — 1995
B.A.S, Commerce
Bethsie Dejean's JP Morgan Chase Bank, N.A. Experience August 2011 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. August 2011 - Present
National City Bank December 2008 - August 2011
MetLife Financial Services October 2007 - December 2008
KB Home 2004 - 2006
Skills
Customer Service, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Outlook, Leadership, Team Building
Education
Florida Agricultural and Mechanical University 2000 — 2004
B.S., Business Administration
JP Morgan Chase Bank N.A. August 2011 - Present
National City Bank December 2008 - August 2011
MetLife Financial Services October 2007 - December 2008
KB Home 2004 - 2006
Skills
Customer Service, Microsoft Office, Financial Analysis, Microsoft Excel, PowerPoint, Outlook, Leadership, Team Building
Education
Florida Agricultural and Mechanical University 2000 — 2004
B.S., Business Administration
David Abernathy's JP Morgan Chase Bank, N.A. Experience 2008 - Present
Job Banking
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. 2008 - Present
AXA Advisors November 2007 - December 2009
Citifinancial Auto March 2004 - November 2007
Citifinancial Auto June 2000 - March 2004
Education
The University of Texas at Arlington 1980 — 1985
BBA, Management
JP Morgan Chase Bank N.A. 2008 - Present
AXA Advisors November 2007 - December 2009
Citifinancial Auto March 2004 - November 2007
Citifinancial Auto June 2000 - March 2004
Education
The University of Texas at Arlington 1980 — 1985
BBA, Management
Richard Tighe's JP Morgan Chase Bank, N.A. Experience July 2005 - July 2014
Job Financial Advisor / Vice President – Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2014 - Present
JP Morgan Chase Bank N.A. July 2005 - July 2014
Education
Columbia University in the City of New York 2015 — 2022
Wells Fargo Advisors, LLC July 2014 - Present
JP Morgan Chase Bank N.A. July 2005 - July 2014
Education
Columbia University in the City of New York 2015 — 2022
Allan Camp's JP Morgan Chase Bank, N.A. Experience June 2010 - Present
Job Relationship Banker/Small Business Specialist
Industry Banking
Experience
JP Morgan Chase Bank N.A. June 2010 - Present
Education
Shorter College 2003 — 2006
Bachelors, Business Management
JP Morgan Chase Bank N.A. June 2010 - Present
Education
Shorter College 2003 — 2006
Bachelors, Business Management
Charles Witek's JP Morgan Chase Bank, N.A. Experience December 1987 - December 2006
Job Attorney and freelance outdoor writer
Industry Financial Services
Experience
Barclays Capital September 2008 - Present
outdoor press October 1974 - Present
Lehman Brothers December 2006 - September 2008
JP Morgan Chase Bank N.A. December 1987 - December 2006
Mid-Atlantic Fishery Management Council 2002 - 2005
Morrow & Co., Inc. April 1983 - December 1987
Law Office of Charles A. Witek, III November 1979 - March 1983
Skills
Options, Forwards, Hunting, Securities Lending, Securities, Repurchase Agreements, Outdoor Writing, Fisheries Management, Salt Water Angling, Handloading, Fisheries Conservation, Offshore Fishing, Securities Custody, Securities Clearance, Repos, Corporate Governance, Corporate Law, Financial Services, Prime Brokerage, Finance, Writing, Legal Writing
Education
St. John's University School of Law 1976 — 1979
JD, Law
College of the Holy Cross 1972 — 1976
BA, English and History
Barclays Capital September 2008 - Present
outdoor press October 1974 - Present
Lehman Brothers December 2006 - September 2008
JP Morgan Chase Bank N.A. December 1987 - December 2006
Mid-Atlantic Fishery Management Council 2002 - 2005
Morrow & Co., Inc. April 1983 - December 1987
Law Office of Charles A. Witek, III November 1979 - March 1983
Skills
Options, Forwards, Hunting, Securities Lending, Securities, Repurchase Agreements, Outdoor Writing, Fisheries Management, Salt Water Angling, Handloading, Fisheries Conservation, Offshore Fishing, Securities Custody, Securities Clearance, Repos, Corporate Governance, Corporate Law, Financial Services, Prime Brokerage, Finance, Writing, Legal Writing
Education
St. John's University School of Law 1976 — 1979
JD, Law
College of the Holy Cross 1972 — 1976
BA, English and History
Kimberly O'Gorman's JP Morgan Chase Bank, N.A. Experience September 2013 - Present
Job Vice President Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. September 2013 - Present
PNC Financial Services Group May 2010 - September 2013
Fith Third Bank August 2004 - August 2010
ABN AMRO Financial Services, Inc. October 1997 - January 2004
Essex Corporation March 1995 - October 1997
Education
Lewis University
Bachelors, Business Administration
JP Morgan Chase Bank N.A. September 2013 - Present
PNC Financial Services Group May 2010 - September 2013
Fith Third Bank August 2004 - August 2010
ABN AMRO Financial Services, Inc. October 1997 - January 2004
Essex Corporation March 1995 - October 1997
Education
Lewis University
Bachelors, Business Administration
Anita Warner's JP Morgan Chase Bank, N.A. Experience September 2008 - Present
Job Assistant General Counsel at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. September 2008 - Present
JPMorgan Chase Bank, NA 2008 - Present
Washington Mutual 2006 - 2008
Hibernia National Bank October 1994 - April 2006
Education
Louisiana State University
BA, MS, JD, Law
JP Morgan Chase Bank N.A. September 2008 - Present
JPMorgan Chase Bank, NA 2008 - Present
Washington Mutual 2006 - 2008
Hibernia National Bank October 1994 - April 2006
Education
Louisiana State University
BA, MS, JD, Law
Brent Bodner's JP Morgan Chase Bank, N.A. Experience April 2006 - Present
Job Vice President Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. April 2006 - Present
Mutual of Omaha, MOIS 2002 - 2006
Merrill Lynch 1999 - 2002
Education
University of Arizona 1994 — 1998
BS, Political Science
JP Morgan Chase Bank N.A. April 2006 - Present
Mutual of Omaha, MOIS 2002 - 2006
Merrill Lynch 1999 - 2002
Education
University of Arizona 1994 — 1998
BS, Political Science
JP Agagon's JP Morgan Chase Bank, N.A. Experience March 2014 - Present
Job Relationship Banker II
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. March 2014 - Present
Wells Fargo Advisors February 2013 - March 2014
Wells Fargo July 2009 - February 2013
A & M Flooring America February 2004 - July 2009
Skills
Consumer Lending, Credit, Mortgage Lending, Loans, Credit Analysis, FHA, Banking, Commercial Banking, Commercial Lending, Cross Selling, Financial Analysis, Investments, Lines Of Credit, Loan Origination, Refinance, Residential Mortgages, Sales, Sales Management, Small Business Lending, Wealth Management, Investment Properties, Government Loans
Education
California State University, Fresno 2000 — 2003
Biology, Physiology
J.P. Morgan Chase Bank, N.A. March 2014 - Present
Wells Fargo Advisors February 2013 - March 2014
Wells Fargo July 2009 - February 2013
A & M Flooring America February 2004 - July 2009
Skills
Consumer Lending, Credit, Mortgage Lending, Loans, Credit Analysis, FHA, Banking, Commercial Banking, Commercial Lending, Cross Selling, Financial Analysis, Investments, Lines Of Credit, Loan Origination, Refinance, Residential Mortgages, Sales, Sales Management, Small Business Lending, Wealth Management, Investment Properties, Government Loans
Education
California State University, Fresno 2000 — 2003
Biology, Physiology
Neil Faulmino's JP Morgan Chase Bank, N.A. Experience June 2011 - Present
Job JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. June 2011 - Present
JP Morgan Chase Bank N.A. June 2011 - Present
Simple Container Solutions February 2006 - June 2011
AIG Credit Card Company July 2002 - January 2006
Citibank N.A. January 1997 - June 2003
Skills
Series 6, Life Insurance, Series 63, Banking, Investment Banking, Credit, Investments, Loans, Mutual Funds, Credit Analysis, Securities, Wealth Management
Education
UST 1992 — 1996
Bachelor's degree, Economics
JP Morgan Chase Bank N.A. June 2011 - Present
JP Morgan Chase Bank N.A. June 2011 - Present
Simple Container Solutions February 2006 - June 2011
AIG Credit Card Company July 2002 - January 2006
Citibank N.A. January 1997 - June 2003
Skills
Series 6, Life Insurance, Series 63, Banking, Investment Banking, Credit, Investments, Loans, Mutual Funds, Credit Analysis, Securities, Wealth Management
Education
UST 1992 — 1996
Bachelor's degree, Economics
James Moulton's JP Morgan Chase Bank, N.A. Experience June 2014 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2014 - Present
JPMorgan Securities LLC May 2010 - May 2014
Education
Marquette University
JP Morgan Chase Bank N.A. June 2014 - Present
JPMorgan Securities LLC May 2010 - May 2014
Education
Marquette University
Tim McManus's JP Morgan Chase Bank, N.A. Experience March 2015 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. March 2015 - Present
Oracle April 2014 - February 2015
JPMorgan Chase October 2009 - April 2014
BB&T July 2005 - August 2009
State of Louisiana May 1997 - July 2005
Education
Southeastern Louisiana University 2000 — 2002
Master's, Business Administration
LSU 1996 — 2000
Bachelor's, Finance
JP Morgan Chase Bank N.A. March 2015 - Present
Oracle April 2014 - February 2015
JPMorgan Chase October 2009 - April 2014
BB&T July 2005 - August 2009
State of Louisiana May 1997 - July 2005
Education
Southeastern Louisiana University 2000 — 2002
Master's, Business Administration
LSU 1996 — 2000
Bachelor's, Finance
Jennifer. Compton's JP Morgan Chase Bank, N.A. Experience August 2014 - Present
Job J.P. Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. August 2014 - Present
Education
Nova Southeastern University 2001 — 2003
Masters of Teaching and Learning
Ohio Northern University 1996 — 2000
BME, Music Education
JP Morgan Chase Bank N.A. August 2014 - Present
Education
Nova Southeastern University 2001 — 2003
Masters of Teaching and Learning
Ohio Northern University 1996 — 2000
BME, Music Education
Christopher Shaeffer's JP Morgan Chase Bank, N.A. Experience October 2012 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank N.A. October 2012 - Present
Lowe's Home Improvement March 2009 - October 2012
Education
The Ohio State University
B.A., Political Science, International Studies
JP Morgan Chase Bank N.A. October 2012 - Present
Lowe's Home Improvement March 2009 - October 2012
Education
The Ohio State University
B.A., Political Science, International Studies
Ellen Hanley Houston's JP Morgan Chase Bank, N.A. Experience June 2010 - Present
Job Private Client Banker
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. June 2010 - Present
ParentGuide News March 2006 - June 2010
Computer Associates International October 2000 - December 2002
The Chase Manhattan Bank August 1994 - October 2000
Chase Manhattan Bank June 1997 - May 1999
Chase Manhattan Bank July 1996 - June 1997
Chase Manhattan Bank August 1994 - July 1996
Education
Fairfield University
Bachelor of Arts, Political Science
New School for Social Research
Masters of Science, Human Resources Management
JP Morgan Chase Bank N.A. June 2010 - Present
ParentGuide News March 2006 - June 2010
Computer Associates International October 2000 - December 2002
The Chase Manhattan Bank August 1994 - October 2000
Chase Manhattan Bank June 1997 - May 1999
Chase Manhattan Bank July 1996 - June 1997
Chase Manhattan Bank August 1994 - July 1996
Education
Fairfield University
Bachelor of Arts, Political Science
New School for Social Research
Masters of Science, Human Resources Management
Wes McLean's JP Morgan Chase Bank, N.A. Experience February 2013 - July 2015
Job Business Professional
Industry Financial Services
Experience
Family Office July 2015 - Present
JP Morgan Chase Bank N.A. February 2013 - July 2015
First Republic Bank September 2010 - October 2012
Leading Edge Property Investments, LLC April 2006 - May 2009
Skills
Strategic Planning, Financial Analysis, Asset Management, Capital Budgeting, Financial Forecasting, Value Creation
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Management and Finance
University of Colorado at Boulder - Leeds School of Business
Finance
Family Office July 2015 - Present
JP Morgan Chase Bank N.A. February 2013 - July 2015
First Republic Bank September 2010 - October 2012
Leading Edge Property Investments, LLC April 2006 - May 2009
Skills
Strategic Planning, Financial Analysis, Asset Management, Capital Budgeting, Financial Forecasting, Value Creation
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Management and Finance
University of Colorado at Boulder - Leeds School of Business
Finance
James Rosen's JP Morgan Chase Bank, N.A. Experience July 2012 - Present
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. July 2012 - Present
Charles Schwab February 2008 - June 2012
Education
Emory University School of Law 1988 — 1991
J.D., Law
University of Wisconsin-Madison 1983 — 1987
B.S., Political Science
J.P. Morgan Chase Bank, N.A. July 2012 - Present
Charles Schwab February 2008 - June 2012
Education
Emory University School of Law 1988 — 1991
J.D., Law
University of Wisconsin-Madison 1983 — 1987
B.S., Political Science
Tyler Seelow's JP Morgan Chase Bank, N.A. Experience January 2015 - Present
Job Chase Private Client Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. January 2015 - Present
JP Morgan Securities October 2010 - December 2014
Skills
Investments, Series 7, Wealth, Series 63, Series 6, Investment Strategies, Uniform Combined State..., Finance, Investment Advisory, Asset Allocation, Life Insurance, Mutual Funds, Securities, Sales Management, Investment Banking, Series 66, Investment Products
Education
University of Louisville 2005 — 2009
Communication, Sales
Ballard High School 2003 — 2005
JP Morgan Chase Bank N.A. January 2015 - Present
JP Morgan Securities October 2010 - December 2014
Skills
Investments, Series 7, Wealth, Series 63, Series 6, Investment Strategies, Uniform Combined State..., Finance, Investment Advisory, Asset Allocation, Life Insurance, Mutual Funds, Securities, Sales Management, Investment Banking, Series 66, Investment Products
Education
University of Louisville 2005 — 2009
Communication, Sales
Ballard High School 2003 — 2005
Kemy Michael Aznabay's JP Morgan Chase Bank, N.A. Experience February 2012 - Present
Job Private Client Banker, JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. February 2012 - Present
Education
University of Florida
JP Morgan Chase Bank N.A. February 2012 - Present
Education
University of Florida
Lashonda Lattimore's JP Morgan Chase Bank, N.A. Experience February 2012 - Present
Job HL Retail Underwriter at J.P. Morgan Chase Bank, N.A.
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. February 2012 - Present
The Chase Manhattan Bank June 2003 - February 2012
Skills
Loans, Mortgage Banking, Mortgage Underwriting, FHA, Loan Origination, Credit, Refinance, Residential Mortgages, USDA, Credit Analysis, VA loans, FHA financing, FNMA
Education
Bethune-Cookman University 1991 — 1994
Accounting
J.P. Morgan Chase Bank, N.A. February 2012 - Present
The Chase Manhattan Bank June 2003 - February 2012
Skills
Loans, Mortgage Banking, Mortgage Underwriting, FHA, Loan Origination, Credit, Refinance, Residential Mortgages, USDA, Credit Analysis, VA loans, FHA financing, FNMA
Education
Bethune-Cookman University 1991 — 1994
Accounting
Gil Rodriguez Jr's JP Morgan Chase Bank, N.A. Experience December 2006 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank N.A. December 2006 - Present
Skills
Motorcycle, Microsoft Office, A+ Certified
Education
City University of New York-Herbert H. Lehman College
Associate's Degree, Computers / Business
JP Morgan Chase Bank N.A. December 2006 - Present
Skills
Motorcycle, Microsoft Office, A+ Certified
Education
City University of New York-Herbert H. Lehman College
Associate's Degree, Computers / Business
Audra Cudd-Wahle's JP Morgan Chase Bank, N.A. Experience April 2013 - Present
Job at
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. April 2013 - Present
JP Morgan Chase Bank N.A. November 2010 - Present
JP Morgan Chase Bank N.A. May 2007 - November 2010
First Bank February 2001 - May 2007
Education
Pacific Union College 2004 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Management
Napa Valley College 1999 — 2003
Associate's degree, Psychology
JP Morgan Chase Bank N.A. April 2013 - Present
JP Morgan Chase Bank N.A. November 2010 - Present
JP Morgan Chase Bank N.A. May 2007 - November 2010
First Bank February 2001 - May 2007
Education
Pacific Union College 2004 — 2005
Bachelor of Applied Science (B.A.Sc.), Business Management
Napa Valley College 1999 — 2003
Associate's degree, Psychology
Tomokazu Kuwamoto's JP Morgan Chase Bank, N.A. Experience August 2012 - Present
Job VP Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. August 2012 - Present
JPMorgan Chase October 2011 - August 2012
JPMorgan Chase Bank/Chase Investments Services Corp. October 2008 - October 2011
Education
San Francisco State University 2007 — 2012
Bachelor of Arts (BA), Economics
JP Morgan Chase Bank N.A. August 2012 - Present
JPMorgan Chase October 2011 - August 2012
JPMorgan Chase Bank/Chase Investments Services Corp. October 2008 - October 2011
Education
San Francisco State University 2007 — 2012
Bachelor of Arts (BA), Economics
Jeffrey Baez's JP Morgan Chase Bank, N.A. Experience July 2010 - June 2015
Job Financial Advisor Associate at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC September 2015 - Present
JP Morgan Chase Bank N.A. July 2010 - June 2015
New York State Assembly January 2010 - May 2010
Education
University at Albany 2005 — 2010
Bachelors
J.P. Morgan Securities LLC September 2015 - Present
JP Morgan Chase Bank N.A. July 2010 - June 2015
New York State Assembly January 2010 - May 2010
Education
University at Albany 2005 — 2010
Bachelors
Melvin D Gardner's JP Morgan Chase Bank, N.A. Experience April 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. April 2012 - Present
Edward Jones 2006 - 2012
Education
Baylor University - Hankamer School of Business
University of Mary-Hardin Baylor
J.P. Morgan Chase Bank, N.A. April 2012 - Present
Edward Jones 2006 - 2012
Education
Baylor University - Hankamer School of Business
University of Mary-Hardin Baylor
Ahu Alacam's JP Morgan Chase Bank, N.A. Experience April 2006 - April 2013
Job Private Client Banker at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase N.A. December 2013 - Present
JP Morgan Chase Bank N.A. April 2006 - April 2013
Skills
Problem Solving, External Relations, Operational Excellence, International Relations, Leadership, Management, Team Leadership, Strategic Planning, Program Management, Project Management, Business, Risk Management, Strategy, Leadership Development, Business Strategy, Project Planning, Customer Service
Education
1990 — 1994
Bachelor's degree, Philosophy
JP Morgan Chase N.A. December 2013 - Present
JP Morgan Chase Bank N.A. April 2006 - April 2013
Skills
Problem Solving, External Relations, Operational Excellence, International Relations, Leadership, Management, Team Leadership, Strategic Planning, Program Management, Project Management, Business, Risk Management, Strategy, Leadership Development, Business Strategy, Project Planning, Customer Service
Education
1990 — 1994
Bachelor's degree, Philosophy
Chris Stimming's JP Morgan Chase Bank, N.A. Experience May 2012 - Present
Job Private Client Advisor at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. May 2012 - Present
Barclays Wealth July 2009 - May 2012
Morgan Stanley 2004 - 2009
INVESCO Institutional N.A. 1996 - 2004
Education
Indiana University Bloomington 1989 — 1993
Bachelor's degree, Psychology, 3.8
Brebeuf Preparatory School 1986 — 1989
JP Morgan Chase Bank N.A. May 2012 - Present
Barclays Wealth July 2009 - May 2012
Morgan Stanley 2004 - 2009
INVESCO Institutional N.A. 1996 - 2004
Education
Indiana University Bloomington 1989 — 1993
Bachelor's degree, Psychology, 3.8
Brebeuf Preparatory School 1986 — 1989
Timothy R. Newman's JP Morgan Chase Bank, N.A. Experience November 2009 - Present
Job Private Client Banker JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. November 2009 - Present
Enterprise Rent-A-Car May 2007 - September 2009
Education
Monmouth University 2006 — 2008
Bachelor of Science (BS), Business Administration and Management, General
JP Morgan Chase Bank N.A. November 2009 - Present
Enterprise Rent-A-Car May 2007 - September 2009
Education
Monmouth University 2006 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Maria C Gonzalez's JP Morgan Chase Bank, N.A. Experience 2013 - Present
Job Relationship Banker
Industry Financial Services
Experience
JP MORGAN CHASE BANK N.A. 2013 - Present
CEMEX December 2012 - May 2013
BBVA Compass June 2012 - December 2012
Wells Fargo November 2010 - June 2012
Wells Fargo Bank February 2008 - December 2010
Zale's December 2007 - January 2008
Skills
Loans, Sales, Consumer Lending, Sales Management, Credit, SAP, Management, Training, Small Business Lending, Access, Sandler, Sales Process, Commercial Lending, Credit Analysis, Retail Banking, Sandler Sales, Lead Generation, Concrete, CRM, Customer Service, Relationship Management, Cash Management, Finance, Lines Of Credit, Banking, Uniform Combined State..., Cross Selling, Home Equity, Loan Origination, Home Equity Lines of..., Home Equity Loans, Inside sales, Series 6, Series 63
Education
University of Phoenix 2012 — 2014
Bachelor's degree, BUSINESS MANAGEMENT, 3.7
Lone Star College 2004 — 2007
Associate's degree, Business Administration and Management, General, 3.5
Cy-Fair Senior High School 2002 — 2004
High School Diploma
Colegio Albania 1991 — 2001
Regular/General High School/Secondary Diploma Program
JP MORGAN CHASE BANK N.A. 2013 - Present
CEMEX December 2012 - May 2013
BBVA Compass June 2012 - December 2012
Wells Fargo November 2010 - June 2012
Wells Fargo Bank February 2008 - December 2010
Zale's December 2007 - January 2008
Skills
Loans, Sales, Consumer Lending, Sales Management, Credit, SAP, Management, Training, Small Business Lending, Access, Sandler, Sales Process, Commercial Lending, Credit Analysis, Retail Banking, Sandler Sales, Lead Generation, Concrete, CRM, Customer Service, Relationship Management, Cash Management, Finance, Lines Of Credit, Banking, Uniform Combined State..., Cross Selling, Home Equity, Loan Origination, Home Equity Lines of..., Home Equity Loans, Inside sales, Series 6, Series 63
Education
University of Phoenix 2012 — 2014
Bachelor's degree, BUSINESS MANAGEMENT, 3.7
Lone Star College 2004 — 2007
Associate's degree, Business Administration and Management, General, 3.5
Cy-Fair Senior High School 2002 — 2004
High School Diploma
Colegio Albania 1991 — 2001
Regular/General High School/Secondary Diploma Program
Maria Renta-Marrero's JP Morgan Chase Bank, N.A. Experience April 2012 - Present
Job Relationship Banker
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. April 2012 - Present
Education
College of Our Lady of the Elms 1998 — 2002
Early Childhood Education and Teaching
J.P. Morgan Chase Bank, N.A. April 2012 - Present
Education
College of Our Lady of the Elms 1998 — 2002
Early Childhood Education and Teaching
Joshua Resch's JP Morgan Chase Bank, N.A. Experience March 2014 - Present
Job Private Client Advisor at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. March 2014 - Present
JP Morgan Securities LLC January 2011 - March 2014
JP Morgan Chase Bank, N.A July 2002 - December 2010
Education
Creighton University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
JP Morgan Chase Bank N.A. March 2014 - Present
JP Morgan Securities LLC January 2011 - March 2014
JP Morgan Chase Bank, N.A July 2002 - December 2010
Education
Creighton University 1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
David A. Robbins's JP Morgan Chase Bank, N.A. Experience March 2012 - July 2014
Job Financial Advisor Associate, J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC July 2014 - Present
JP Morgan Chase Bank N.A. March 2012 - July 2014
JP Morgan Chase Bank N.A. April 2010 - March 2012
Waddell & Reed May 2009 - March 2010
Education
University of Arizona 2005 — 2009
Bachelor of Arts (B.A.), Journalism and Creative Writing (dual degree)
J.P. Morgan Securities LLC July 2014 - Present
JP Morgan Chase Bank N.A. March 2012 - July 2014
JP Morgan Chase Bank N.A. April 2010 - March 2012
Waddell & Reed May 2009 - March 2010
Education
University of Arizona 2005 — 2009
Bachelor of Arts (B.A.), Journalism and Creative Writing (dual degree)
Gilberto Melo's JP Morgan Chase Bank, N.A. Experience November 2007 - Present
Job relationship banker
Industry Banking
Experience
Jp morgan chase bank n.a. November 2007 - Present
Verizon Wireless November 2002 - November 2007
Education
CUNY Bronx Community College 2003 — 2006
Associate's degree, Business Administration and Management, General
Jp morgan chase bank n.a. November 2007 - Present
Verizon Wireless November 2002 - November 2007
Education
CUNY Bronx Community College 2003 — 2006
Associate's degree, Business Administration and Management, General
Lawrence Fairall's JP Morgan Chase Bank, N.A. Experience June 2011 - Present
Job Private Client Advisor at JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. June 2011 - Present
JP Morgan Chase Bank N.A. September 2008 - June 2011
United States Marine Corps January 2002 - July 2010
Education
Tiffin University 2005 — 2007
Bachelor's degree, Criminal Justice
Columbus State 2003 — 2005
N/A, General Studies
JP Morgan Chase Bank, N.A. June 2011 - Present
JP Morgan Chase Bank N.A. September 2008 - June 2011
United States Marine Corps January 2002 - July 2010
Education
Tiffin University 2005 — 2007
Bachelor's degree, Criminal Justice
Columbus State 2003 — 2005
N/A, General Studies
Jared Gunn's JP Morgan Chase Bank, N.A. Experience September 2014 - Present
Job Relationship Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. September 2014 - Present
Education
DePaul University 2014 — 2016
High School, Finance and Financial Management Services
Wilbur Wright College 2010 — 2011
Northeastern Illinois University 2003 — 2004
JP Morgan Chase Bank N.A. September 2014 - Present
Education
DePaul University 2014 — 2016
High School, Finance and Financial Management Services
Wilbur Wright College 2010 — 2011
Northeastern Illinois University 2003 — 2004
Ryan Concienne's JP Morgan Chase Bank, N.A. Experience July 2010 - Present
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JP Morgan Chase Bank N.A. July 2010 - Present
Champion Auto Inc. August 2005 - July 2010
Education
University of Michigan-Dearborn 2014 — 2018
Cleary University
Bachelor of Business Administration (BBA), Management / Finance
JP Morgan Chase Bank N.A. July 2010 - Present
Champion Auto Inc. August 2005 - July 2010
Education
University of Michigan-Dearborn 2014 — 2018
Cleary University
Bachelor of Business Administration (BBA), Management / Finance
Chase
Sallie Mae
Chase Bank
JPMorgan Chase Bank, N.A.
Chase Manhattan Bank
The Chase Manhattan Bank
BankAtlantic
Encore Capital Group