JP Morgan Chase Bank, N.A.
Industry: Consumer banking company
DescriptionJ.P. Morgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase & Co. Credit card support: 1 (800) 432-3117 CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: 270 Park Avenue, New York City, NY Parent organization: JPMorgan Chase Founded: November 13, 2004, New York City, NY Number of employees: 189,315 (2016)
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JP Morgan Chase Bank, N.A. Employees
Employee
Years
Job
Industry
Gandy Pierre Louis, CFP® Gandy Pierre Louis, CFP®'s JP Morgan Chase Bank, N.A. Experience February 2014 - Present
Job CERTIFIED FINANCIAL PLANNER™
Industry Banking
Experience
J.P. Morgan Chase bank N.A. February 2014 - Present
J.P. Morgan Securities LLC June 2008 - January 2014
Dania Furniture 2006 - 2007
Education
Northwestern University 2011 — 2012
Certified Financial Planning Certification
Saint Xavier University 1997 — 1998
Graham School of Management, Financial Trading and Practices
University of Illinois at Urbana-Champaign 1990 — 1995
Bachelor, Commerce
Evanston Township High School
J.P. Morgan Chase bank N.A. February 2014 - Present
J.P. Morgan Securities LLC June 2008 - January 2014
Dania Furniture 2006 - 2007
Education
Northwestern University 2011 — 2012
Certified Financial Planning Certification
Saint Xavier University 1997 — 1998
Graham School of Management, Financial Trading and Practices
University of Illinois at Urbana-Champaign 1990 — 1995
Bachelor, Commerce
Evanston Township High School
Jason Mittman Jason Mittman's JP Morgan Chase Bank, N.A. Experience May 2015 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A
Industry Banking
Experience
JP Morgan Chase Bank, N.A May 2015 - Present
Union Bank April 2010 - Present
Bank of America April 2000 - April 2010
Skills
Relationship Management, Retail Banking, Private Banking, Customer Acquisition
Education
Cuyamaca College 1992 — 1994
JP Morgan Chase Bank, N.A May 2015 - Present
Union Bank April 2010 - Present
Bank of America April 2000 - April 2010
Skills
Relationship Management, Retail Banking, Private Banking, Customer Acquisition
Education
Cuyamaca College 1992 — 1994
Rickia Buckley Rickia Buckley's JP Morgan Chase Bank, N.A. Experience March 2012 - April 2014
Job Treasury Services Senior Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch September 2015 - Present
JPMorgan Chase Bank, N.A. March 2014 - September 2015
J.P. Morgan Chase Bank, N.A. March 2012 - April 2014
Education
Roosevelt University 2008 — 2010
Bachelor of Arts, Political Science
Harold Washington College 2003 — 2005
Associates of Arts, Liberal Arts
Bank of America Merrill Lynch September 2015 - Present
JPMorgan Chase Bank, N.A. March 2014 - September 2015
J.P. Morgan Chase Bank, N.A. March 2012 - April 2014
Education
Roosevelt University 2008 — 2010
Bachelor of Arts, Political Science
Harold Washington College 2003 — 2005
Associates of Arts, Liberal Arts
Bradley Bastion's JP Morgan Chase Bank, N.A. Experience November 2014 - Present
Job None
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. November 2014 - Present
Wells Fargo Advisors April 2014 - October 2014
Education
Oakland University 2010 — 2012
Bachelor's degree
J.P. Morgan Chase Bank N.A. November 2014 - Present
Wells Fargo Advisors April 2014 - October 2014
Education
Oakland University 2010 — 2012
Bachelor's degree
Nick Gums Nick Gums's JP Morgan Chase Bank, N.A. Experience July 2014 - October 2014
Job Assistant Vice PresidentFinancial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2014 - Present
J.P. Morgan Chase Bank N.A. July 2014 - October 2014
J.P. Morgan Securities LLC. February 2013 - June 2014
JPMorgan Chase April 2011 - February 2013
Wells Fargo Bank October 2008 - April 2011
Skills
Retirement Planning, Asset Management, Insurance, Financial Planning, Mutual Funds, Risk Management, Finance, Branch Banking, Management, Uniform Combined State..., Strategic Financial..., Customer Service, Sales Management, Securities, Investment Strategies, Investment Advisory, Cash Management, Cross Selling
Education
CSU Sacramento 1999 — 2003
Business
De La Salle High School 1996 — 1999
Saint Mary's High School 1995 — 1996
General
Merrill Edge October 2014 - Present
J.P. Morgan Chase Bank N.A. July 2014 - October 2014
J.P. Morgan Securities LLC. February 2013 - June 2014
JPMorgan Chase April 2011 - February 2013
Wells Fargo Bank October 2008 - April 2011
Skills
Retirement Planning, Asset Management, Insurance, Financial Planning, Mutual Funds, Risk Management, Finance, Branch Banking, Management, Uniform Combined State..., Strategic Financial..., Customer Service, Sales Management, Securities, Investment Strategies, Investment Advisory, Cash Management, Cross Selling
Education
CSU Sacramento 1999 — 2003
Business
De La Salle High School 1996 — 1999
Saint Mary's High School 1995 — 1996
General
Jamal Scott Jamal Scott's JP Morgan Chase Bank, N.A. Experience February 2011 - Present
Job Chase Private Client Banker at JPMorgan Chase Bank, N.A
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A February 2011 - Present
Wachovia, A Wells Fargo Company March 2009 - February 2011
Skills
Credit, Finance, Loans, Sales, Customer Service, Small Business Lending, Microsoft Office, Building Relationships, Series 63, Series 7, Microsoft Excel, Banking
Education
FIU 2005 — 2008
BA, Finance
Miami Dade College 2003 — 2005
Associate in Arts, Math and Science
JP Morgan Chase Bank, N.A February 2011 - Present
Wachovia, A Wells Fargo Company March 2009 - February 2011
Skills
Credit, Finance, Loans, Sales, Customer Service, Small Business Lending, Microsoft Office, Building Relationships, Series 63, Series 7, Microsoft Excel, Banking
Education
FIU 2005 — 2008
BA, Finance
Miami Dade College 2003 — 2005
Associate in Arts, Math and Science
FRED KHALIL's JP Morgan Chase Bank, N.A. Experience May 2014 - Present
Job relationship banker at JP MORGAN CHASE BANK, N.A
Industry Financial Services
Experience
JP MORGAN CHASE BANK, N.A May 2014 - Present
Citi February 2012 - May 2014
Wells Fargo August 2010 - February 2012
Wells Fargo November 2007 - August 2010
Skills
Leadership, Management, Strategic Planning, Project Management, Coaching, Performance Management, Time Management, Change Management, Organizational..., Management Consulting, Public Speaking, Personal Development, Inspiration, Creativity, Negotiation, Writing, Real Estate, Finance, Statistics, Credit, Sales Management, Direct Marketing, Customer Experience, Analytics, Banking, Credit Analysis, Economics, Managerial Finance, Interviews, International Sales, Job Coaching, Arabic, Research, Small Business, Tutoring, Creative Writing
Education
California State Polytechnic University-Pomona 2004 — 2007
Bachelor's degree, Business Administration and Management, General
JP MORGAN CHASE BANK, N.A May 2014 - Present
Citi February 2012 - May 2014
Wells Fargo August 2010 - February 2012
Wells Fargo November 2007 - August 2010
Skills
Leadership, Management, Strategic Planning, Project Management, Coaching, Performance Management, Time Management, Change Management, Organizational..., Management Consulting, Public Speaking, Personal Development, Inspiration, Creativity, Negotiation, Writing, Real Estate, Finance, Statistics, Credit, Sales Management, Direct Marketing, Customer Experience, Analytics, Banking, Credit Analysis, Economics, Managerial Finance, Interviews, International Sales, Job Coaching, Arabic, Research, Small Business, Tutoring, Creative Writing
Education
California State Polytechnic University-Pomona 2004 — 2007
Bachelor's degree, Business Administration and Management, General
Clint Zimmerman, Esq. Clint Zimmerman, Esq.'s JP Morgan Chase Bank, N.A. Experience November 1998 - June 2010
Job Attorney At Law Zimmerman Law Firm
Industry Law Practice
Experience
Zimmerman Law Firm November 2013 - Present
Zimmerman Law Firm November 2013 - Present
Texas Southern University August 2010 - May 2013
Reed Bar Review 2012 - 2013
J.P. Morgan Chase Bank, N.A. November 1998 - June 2010
Houston Rockets 1999 - 2010
Houston Rockets 1999 - 2010
Houston Rockets 1999 - 2010
Houston Rockets 1999 - 2010
Regions Financial Corporation June 2007 - October 2008
Skills
Legal Writing, Westlaw, Legal Research, Policy Analysis, Research, Land Use, Contract Negotiation, PowerPoint, Word, Excel, Economics, Media Relations, Negotiation, Spanish, Editing, Microsoft Office, Writing, Outlook, Criminal Law, Community Outreach, Team Building, Public Relations, Strategic Planning, Public Speaking, Microsoft Excel, Nonprofits, Microsoft Word, Leadership, Mediation, Program Management, Budgets, Real Estate, Higher Education, Litigation, Legal Assistance, Financial Analysis, Trials, Data Analysis, Lexis, Civil Litigation, Commercial Litigation, Corporate Law, Tax Law, Critical Thinking, Employment Law, Proposal Writing, Finance, Analysis, Bankruptcy, Leadership Development
Education
Texas Southern University 2010 — 2013
Doctor of Law (J.D.), Law
Texas A&M University-Kingsville 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Riviera HS
Riviera HS
Riviera HS
Zimmerman Law Firm November 2013 - Present
Zimmerman Law Firm November 2013 - Present
Texas Southern University August 2010 - May 2013
Reed Bar Review 2012 - 2013
J.P. Morgan Chase Bank, N.A. November 1998 - June 2010
Houston Rockets 1999 - 2010
Houston Rockets 1999 - 2010
Houston Rockets 1999 - 2010
Houston Rockets 1999 - 2010
Regions Financial Corporation June 2007 - October 2008
Skills
Legal Writing, Westlaw, Legal Research, Policy Analysis, Research, Land Use, Contract Negotiation, PowerPoint, Word, Excel, Economics, Media Relations, Negotiation, Spanish, Editing, Microsoft Office, Writing, Outlook, Criminal Law, Community Outreach, Team Building, Public Relations, Strategic Planning, Public Speaking, Microsoft Excel, Nonprofits, Microsoft Word, Leadership, Mediation, Program Management, Budgets, Real Estate, Higher Education, Litigation, Legal Assistance, Financial Analysis, Trials, Data Analysis, Lexis, Civil Litigation, Commercial Litigation, Corporate Law, Tax Law, Critical Thinking, Employment Law, Proposal Writing, Finance, Analysis, Bankruptcy, Leadership Development
Education
Texas Southern University 2010 — 2013
Doctor of Law (J.D.), Law
Texas A&M University-Kingsville 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Riviera HS
Riviera HS
Riviera HS
Chavon Walton's JP Morgan Chase Bank, N.A. Experience April 2012 - November 2014
Job Client Service Associate at JPMorgan Securities
Industry Banking
Experience
J.P. Morgan Securities December 2014 - Present
JP Morgan Chase Bank, N.A April 2012 - November 2014
GAP October 2008 - January 2012
Skills
Loss Prevention, Financial Services, Financial Accounting, Inventory Management, Account Management, Financial Analysis, Business Analysis, Strategic Planning, Operational Excellence, Management, Retail Banking, Product Knowledge, Result Oriented, Customer Acquisition, Customer Engagement, Cross Selling, Marketing Strategy, Trend Analysis, Microsoft Excel, Coaching, QuickBooks, Relationship Management, Finance, Loans, Forecasting, Interviews, Consumer Lending, Banking
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
The University of Illinois, College of ACES 2002 — 2006
Bachelor of Science, Consumer Economics
J.P. Morgan Securities December 2014 - Present
JP Morgan Chase Bank, N.A April 2012 - November 2014
GAP October 2008 - January 2012
Skills
Loss Prevention, Financial Services, Financial Accounting, Inventory Management, Account Management, Financial Analysis, Business Analysis, Strategic Planning, Operational Excellence, Management, Retail Banking, Product Knowledge, Result Oriented, Customer Acquisition, Customer Engagement, Cross Selling, Marketing Strategy, Trend Analysis, Microsoft Excel, Coaching, QuickBooks, Relationship Management, Finance, Loans, Forecasting, Interviews, Consumer Lending, Banking
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
The University of Illinois, College of ACES 2002 — 2006
Bachelor of Science, Consumer Economics
Robert Sheely Robert Sheely's JP Morgan Chase Bank, N.A. Experience May 2015 - Present
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. May 2015 - Present
Charles Schwab May 2011 - September 2014
TD Ameritrade May 2010 - April 2011
Seaworthy Investments February 2009 - April 2010
Merrill Lynch December 1997 - January 2009
Bear Stearns January 1997 - November 1997
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Financial Planning, Financial Analysis, Risk Management, Banking, Securities, Equities, Asset Management, Financial Advisory, Financial Services, Sales
Education
University of Mississippi 1988 — 1993
B A, Managerial Finance
J.P. Morgan Chase Bank, N.A. May 2015 - Present
Charles Schwab May 2011 - September 2014
TD Ameritrade May 2010 - April 2011
Seaworthy Investments February 2009 - April 2010
Merrill Lynch December 1997 - January 2009
Bear Stearns January 1997 - November 1997
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Financial Planning, Financial Analysis, Risk Management, Banking, Securities, Equities, Asset Management, Financial Advisory, Financial Services, Sales
Education
University of Mississippi 1988 — 1993
B A, Managerial Finance
Terry Lang Terry Lang's JP Morgan Chase Bank, N.A. Experience December 2014 - Present
Job Relationship Banker
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. December 2014 - Present
Verizon Wireless May 2010 - December 2014
DIRECTV January 2010 - May 2010
Citi July 2007 - January 2010
Enterprise Rent-A-Car May 2004 - July 2007
Education
University of Montana 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
J.P. Morgan Chase Bank, N.A. December 2014 - Present
Verizon Wireless May 2010 - December 2014
DIRECTV January 2010 - May 2010
Citi July 2007 - January 2010
Enterprise Rent-A-Car May 2004 - July 2007
Education
University of Montana 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Chelsea Rice Chelsea Rice's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job Private Client Banker at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. June 2012 - Present
PDX Pop Now! March 2012 - August 2013
Financial Management Association September 2011 - June 2012
Financial Management Association May 2011 - June 2012
Starbucks August 2007 - June 2012
Education
Oakton Community College 2014 — 2015
Accounting
Portland State University - School of Business 2010 — 2012
Bachelor of Science, Finance and Business Administration
J.P. Morgan Chase Bank, N.A. June 2012 - Present
PDX Pop Now! March 2012 - August 2013
Financial Management Association September 2011 - June 2012
Financial Management Association May 2011 - June 2012
Starbucks August 2007 - June 2012
Education
Oakton Community College 2014 — 2015
Accounting
Portland State University - School of Business 2010 — 2012
Bachelor of Science, Finance and Business Administration
Paul Baugher Paul Baugher's JP Morgan Chase Bank, N.A. Experience July 2014 - Present
Job Relationship Banker at JPMorgan Chase Bank N.A
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. July 2014 - Present
Capital One April 2013 - July 2014
Wells Fargo September 2011 - April 2013
Privately Owned Properties January 2010 - August 2012
Gap Inc./Banana Republic April 2010 - December 2011
Education
Bakersfield College 2008 — 2014
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan Chase Bank N.A. July 2014 - Present
Capital One April 2013 - July 2014
Wells Fargo September 2011 - April 2013
Privately Owned Properties January 2010 - August 2012
Gap Inc./Banana Republic April 2010 - December 2011
Education
Bakersfield College 2008 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Elmer Sarmiento's JP Morgan Chase Bank, N.A. Experience October 2012 - Present
Job Private Client Banker at J.P. Morgan Chase Bank N.A.
Industry Banking
Experience
J.P. Morgan Chase Bank N.A. October 2012 - Present
J.P. Morgan Chase Bank N.A. June 2010 - September 2012
Enterprise Rent-A-Car May 2005 - May 2010
Education
National University 2009 — 2011
Masters of Business Administration, Financial Management, GPA: 3.75
California State University-Long Beach 2002 — 2005
Bachelor's degree, Business Marketing
J.P. Morgan Chase Bank N.A. October 2012 - Present
J.P. Morgan Chase Bank N.A. June 2010 - September 2012
Enterprise Rent-A-Car May 2005 - May 2010
Education
National University 2009 — 2011
Masters of Business Administration, Financial Management, GPA: 3.75
California State University-Long Beach 2002 — 2005
Bachelor's degree, Business Marketing
Noah Ozgo Noah Ozgo's JP Morgan Chase Bank, N.A. Experience August 2015 - Present
Job Private Client Investment Associate
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. August 2015 - Present
J.P. Morgan Chase Bank, N.A. March 2014 - June 2015
Broadway Bank 2011 - October 2013
Education
The University of Texas at Dallas 2015 — 2016
Master of Science (M.S.), Finance and Financial Management Services
The University of Texas at San Antonio 2008 — 2013
Bachelor's degree, Finance, General
J.P. Morgan Chase Bank, N.A. August 2015 - Present
J.P. Morgan Chase Bank, N.A. March 2014 - June 2015
Broadway Bank 2011 - October 2013
Education
The University of Texas at Dallas 2015 — 2016
Master of Science (M.S.), Finance and Financial Management Services
The University of Texas at San Antonio 2008 — 2013
Bachelor's degree, Finance, General
William L. Gaul, CFA William L. Gaul, CFA's JP Morgan Chase Bank, N.A. Experience 2014 - Present
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. 2014 - Present
Trust Company of Illinois January 2012 - December 2013
First Midwest Bank December 2010 - December 2011
PNC Wealth Management August 2005 - November 2010
National City Bank April 2000 - July 2005
W.L. Gaul, Inc. March 1991 - March 2000
Education
Second City Training Center 2007 — 2007
Beginning Improvisor Program
Cannon Financial Institute 2005 — 2007
University of Missouri-Columbia 1986 — 1990
BJ, BA, Journalism, Economics
Evanston Township High School (ETHS) 1983 — 1986
st. a's
J.P. Morgan Chase Bank, N.A. 2014 - Present
Trust Company of Illinois January 2012 - December 2013
First Midwest Bank December 2010 - December 2011
PNC Wealth Management August 2005 - November 2010
National City Bank April 2000 - July 2005
W.L. Gaul, Inc. March 1991 - March 2000
Education
Second City Training Center 2007 — 2007
Beginning Improvisor Program
Cannon Financial Institute 2005 — 2007
University of Missouri-Columbia 1986 — 1990
BJ, BA, Journalism, Economics
Evanston Township High School (ETHS) 1983 — 1986
st. a's
Amelia Kramer Amelia Kramer's JP Morgan Chase Bank, N.A. Experience March 2013 - Present
Job Private Client Advisor at JPMorgan Chase Bank NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. March 2013 - Present
Education
University of California, Irvine 1998 — 2004
Bachelors, Social Sciences, Political Science
J.P. Morgan Chase Bank N.A. March 2013 - Present
Education
University of California, Irvine 1998 — 2004
Bachelors, Social Sciences, Political Science
Kamran Amintaheri's JP Morgan Chase Bank, N.A. Experience August 2014 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A
Industry Banking
Experience
JP Morgan Chase Bank, N.A August 2014 - Present
Citi 2014 - August 2014
Wells Fargo January 2012 - January 2014
Ebonus link January 2004 - February 2005
Alpha Afzar January 2002 - February 2005
Skills
Sales, Customer Service, Management, Leadership, Team Building, Sales Management, Credit, Public Speaking, PowerPoint, Social Media, Research
Education
SFSU 2010 — 2012
Bachelor of science, Small Business Administration/Management
Tehran Markaz 2002 — 2005
Bachelor’s Degree, Hardware Engineering, 3.5
JP Morgan Chase Bank, N.A August 2014 - Present
Citi 2014 - August 2014
Wells Fargo January 2012 - January 2014
Ebonus link January 2004 - February 2005
Alpha Afzar January 2002 - February 2005
Skills
Sales, Customer Service, Management, Leadership, Team Building, Sales Management, Credit, Public Speaking, PowerPoint, Social Media, Research
Education
SFSU 2010 — 2012
Bachelor of science, Small Business Administration/Management
Tehran Markaz 2002 — 2005
Bachelor’s Degree, Hardware Engineering, 3.5
Orande Otto Orande Otto's JP Morgan Chase Bank, N.A. Experience August 2008 - Present
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. August 2008 - Present
Education
Florida International University - College of Business 2006 — 2008
Bachelor's degree, Business Administration and Management, General
Palm Beach State College 2003 — 2005
J.P. Morgan Chase Bank, N.A. August 2008 - Present
Education
Florida International University - College of Business 2006 — 2008
Bachelor's degree, Business Administration and Management, General
Palm Beach State College 2003 — 2005
Jeremy Fare Jeremy Fare's JP Morgan Chase Bank, N.A. Experience December 2013 - Present
Job Vice President | Private Client Advisor JPMorgan Chase Bank N.A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank N.A. December 2013 - Present
PNC Investments July 2012 - December 2013
Sterne Agee October 2010 - July 2012
Morgan Stanley Smith Barney August 2009 - October 2010
Woodward Rhodes, Inc. March 2003 - August 2009
Information Builders March 2000 - March 2003
Education
University of Georgia - Terry College of Business 1989 — 1993
Bachelor of Business Administration
J.P. Morgan Chase Bank N.A. December 2013 - Present
PNC Investments July 2012 - December 2013
Sterne Agee October 2010 - July 2012
Morgan Stanley Smith Barney August 2009 - October 2010
Woodward Rhodes, Inc. March 2003 - August 2009
Information Builders March 2000 - March 2003
Education
University of Georgia - Terry College of Business 1989 — 1993
Bachelor of Business Administration
Brittany Puglia's JP Morgan Chase Bank, N.A. Experience September 2009 - April 2011
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
Flex Pilates Chicago December 2014 - Present
J.P. Morgan Chase March 2013 - Present
JPMorgan Chase April 2011 - March 2013
J.P. Morgan Chase Bank N.A. September 2009 - April 2011
lululemon athletica July 2008 - September 2009
Mario Tricoci Salons and Day Spas July 2002 - July 2008
Mario Tricoci Salons and Day Spas July 2002 - July 2008
Mario Tricoci Salons and Day Spas July 2002 - July 2008
Mario Tricoci Salons and Day Spas July 2002 - July 2008
Education
DePaul University 2003 — 2007
Bachelor's degree, Economics
Wheaton North High School 1999 — 2003
Flex Pilates Chicago December 2014 - Present
J.P. Morgan Chase March 2013 - Present
JPMorgan Chase April 2011 - March 2013
J.P. Morgan Chase Bank N.A. September 2009 - April 2011
lululemon athletica July 2008 - September 2009
Mario Tricoci Salons and Day Spas July 2002 - July 2008
Mario Tricoci Salons and Day Spas July 2002 - July 2008
Mario Tricoci Salons and Day Spas July 2002 - July 2008
Mario Tricoci Salons and Day Spas July 2002 - July 2008
Education
DePaul University 2003 — 2007
Bachelor's degree, Economics
Wheaton North High School 1999 — 2003
Preston Snow, CFP® Preston Snow, CFP®'s JP Morgan Chase Bank, N.A. Experience 2001 - Present
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A 2001 - Present
Skills
Series 7, Investments, Equities, Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Fixed Income, Asset Management, Strategic Financial...
Education
College for Financial Planning
Texas A&M University
JP Morgan Chase Bank, N.A 2001 - Present
Skills
Series 7, Investments, Equities, Retirement Planning, Portfolio Management, Wealth Management, Mutual Funds, Asset Allocation, Fixed Income, Asset Management, Strategic Financial...
Education
College for Financial Planning
Texas A&M University
Cora Christie Cora Christie'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
Greenburgh Health Center February 2014 - Present
Citibank October 1984 - April 2013
Skills
Commercial Banking, Small Business Lending, Financial Services, Financial Risk, Management, Risk Management, Financial Analysis, Cash Management, Business Development, Strategy, Portfolio Management, Wealth Management, Cross Selling, Loan Origination, Credit Risk, Finance, Healthcare Management, Healthcare, Relationship Management, Corporate Branding, Health Insurance, Banking
Education
Long Island University-Westchester Campus 2013 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management, 4.0
Mercy College 1985 — 1988
Bachelor of Science (BS), Business Administration and Management, General
JP Morgan Chase Bank, N.A March 2015 - Present
Greenburgh Health Center February 2014 - Present
Citibank October 1984 - April 2013
Skills
Commercial Banking, Small Business Lending, Financial Services, Financial Risk, Management, Risk Management, Financial Analysis, Cash Management, Business Development, Strategy, Portfolio Management, Wealth Management, Cross Selling, Loan Origination, Credit Risk, Finance, Healthcare Management, Healthcare, Relationship Management, Corporate Branding, Health Insurance, Banking
Education
Long Island University-Westchester Campus 2013 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management, 4.0
Mercy College 1985 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Brian Venn Brian Venn's JP Morgan Chase Bank, N.A. Experience January 2013 - February 2015
Job Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. April 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2013 - February 2015
Wells Fargo Private Bank January 2011 - January 2013
Wells Fargo Investments May 2007 - January 2011
Education
University of Missouri-Columbia, College of Business 1990 — 1994
B.S.B.A., Finance
U.S. Bancorp Investments, Inc. April 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2013 - February 2015
Wells Fargo Private Bank January 2011 - January 2013
Wells Fargo Investments May 2007 - January 2011
Education
University of Missouri-Columbia, College of Business 1990 — 1994
B.S.B.A., Finance
Michael Masek, DTM Michael Masek, DTM's JP Morgan Chase Bank, N.A. Experience August 1996 - December 2008
Job Payroll Clerk at PCSCTS
Industry Computer Hardware
Experience
PCS-CTS August 2012 - Present
St. Edith Stein Knights of Columbus June 2010 - Present
Toastmasters July 2002 - December 2013
HEB May 2011 - August 2012
District 56 Toastmasters July 2011 - July 2012
Texas Traditions, Culinary Folk Art June 2010 - June 2011
J.P. Morgan Chase Bank, N.A. August 1996 - December 2008
Chase Automotive Finance January 2001 - January 2004
J P Morgan Chase Bank, N.A. January 2000 - January 2001
J.P. Morgan Chase Bank, N.A. January 1999 - January 2000
Skills
Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Coaching, Microsoft Office, Grocery Sales, Desktop Publishing, Microsoft Outlook, MicrosoftPublisher, Mentoring, Cooking, Sales, Editing, Training, Account Reconciliation, Event Planning, Accounting, Leadership, Leadership Development, Outlook, Payroll, Teamwork, Data Entry, Team Building, Time Management
Education
University of Houston 1981 — 1989
Bachelor of Business Administration (BBA), Accounting
PCS-CTS August 2012 - Present
St. Edith Stein Knights of Columbus June 2010 - Present
Toastmasters July 2002 - December 2013
HEB May 2011 - August 2012
District 56 Toastmasters July 2011 - July 2012
Texas Traditions, Culinary Folk Art June 2010 - June 2011
J.P. Morgan Chase Bank, N.A. August 1996 - December 2008
Chase Automotive Finance January 2001 - January 2004
J P Morgan Chase Bank, N.A. January 2000 - January 2001
J.P. Morgan Chase Bank, N.A. January 1999 - January 2000
Skills
Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Coaching, Microsoft Office, Grocery Sales, Desktop Publishing, Microsoft Outlook, MicrosoftPublisher, Mentoring, Cooking, Sales, Editing, Training, Account Reconciliation, Event Planning, Accounting, Leadership, Leadership Development, Outlook, Payroll, Teamwork, Data Entry, Team Building, Time Management
Education
University of Houston 1981 — 1989
Bachelor of Business Administration (BBA), Accounting
Clint Swinney Clint Swinney's JP Morgan Chase Bank, N.A. Experience 1998 - Present
Job Chase Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. 1998 - Present
Education
The University of Texas at Arlington 1990 — 1995
Bachelor of Science (BS)
J.P. Morgan Chase Bank N.A. 1998 - Present
Education
The University of Texas at Arlington 1990 — 1995
Bachelor of Science (BS)
James McBrayer, CFP® James McBrayer, CFP®'s JP Morgan Chase Bank, N.A. Experience January 2015 - June 2015
Job Vice President at Hallmark Capital Management
Industry Financial Services
Experience
Hallmark Capital Management June 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2015 - June 2015
J.P. Morgan Securities, LLC January 2014 - December 2014
J.P. Morgan Chase Bank, NA December 2011 - December 2013
Ocwen Financial Corporation October 2009 - December 2011
Hurricane Test Lab, LLC January 2006 - October 2009
US Army February 2001 - February 2006
Education
Florida Atlantic University 2007 — 2009
Bachelors, Economics
Palm Beach State College 2006 — 2007
Hallmark Capital Management June 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2015 - June 2015
J.P. Morgan Securities, LLC January 2014 - December 2014
J.P. Morgan Chase Bank, NA December 2011 - December 2013
Ocwen Financial Corporation October 2009 - December 2011
Hurricane Test Lab, LLC January 2006 - October 2009
US Army February 2001 - February 2006
Education
Florida Atlantic University 2007 — 2009
Bachelors, Economics
Palm Beach State College 2006 — 2007
Kelly Romano's JP Morgan Chase Bank, N.A. Experience 2014 - Present
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. 2014 - Present
Charter One Bank 2013 - 2014
PNC 2012 - 2013
VALIC 2010 - 2012
Education
Seattle University
J.P. Morgan Chase Bank, N.A. 2014 - Present
Charter One Bank 2013 - 2014
PNC 2012 - 2013
VALIC 2010 - 2012
Education
Seattle University
John Resch John Resch's JP Morgan Chase Bank, N.A. Experience December 2012 - Present
Job Relationship Banker @ J.P. Morgan Chase Bank, N.A.
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. December 2012 - Present
Verizon Wireless June 2010 - December 2012
BRAVO BRIO Restaurant Group January 2000 - June 2010
Education
The Ohio State University 2006 — 2009
History/ Business Management, Management/ military history
J.P. Morgan Chase Bank, N.A. December 2012 - Present
Verizon Wireless June 2010 - December 2012
BRAVO BRIO Restaurant Group January 2000 - June 2010
Education
The Ohio State University 2006 — 2009
History/ Business Management, Management/ military history
Aaron Bass's JP Morgan Chase Bank, N.A. Experience July 2013 - Present
Job Transaction Processing Specialist
Industry Banking
Experience
JPMorgan Chase & Co. August 2015 - Present
JP Morgan Chase Bank, N.A July 2013 - Present
JP Morgan Chase Bank, N.A December 2010 - July 2013
AT&T August 2009 - December 2010
Blitz Productions 1999 - 2009
T-Mobile 2005 - 2006
Education
Arizona State University 2012 — 2015
Bachelor’s Degree, Political Science and Government, 3.48
Glenbard West High School 1994 — 1998
JPMorgan Chase & Co. August 2015 - Present
JP Morgan Chase Bank, N.A July 2013 - Present
JP Morgan Chase Bank, N.A December 2010 - July 2013
AT&T August 2009 - December 2010
Blitz Productions 1999 - 2009
T-Mobile 2005 - 2006
Education
Arizona State University 2012 — 2015
Bachelor’s Degree, Political Science and Government, 3.48
Glenbard West High School 1994 — 1998
Joshua Camp's JP Morgan Chase Bank, N.A. Experience July 2011 - Present
Job Relashionship Banker
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. July 2011 - Present
Sprint Nextel December 2009 - May 2011
Education
Sowela Technical Community College 2009 — 2011
N/A, Graphic Communications
Kirkwood Community College 2006 — 2007
N/A, Graphic Design
J.P. Morgan Chase Bank, N.A. July 2011 - Present
Sprint Nextel December 2009 - May 2011
Education
Sowela Technical Community College 2009 — 2011
N/A, Graphic Communications
Kirkwood Community College 2006 — 2007
N/A, Graphic Design
Gerry Craig Gerry Craig's JP Morgan Chase Bank, N.A. Experience March 2014 - Present
Job Relationship Banker, J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. March 2014 - Present
Avalon Benefit Services February 2011 - February 2014
Chase (Bank One) January 1994 - May 2000
Chase (Bank One) April 1990 - January 1994
Education
University of Dayton
Bachelor of Arts (B.A.), English
J.P. Morgan Chase Bank, N.A. March 2014 - Present
Avalon Benefit Services February 2011 - February 2014
Chase (Bank One) January 1994 - May 2000
Chase (Bank One) April 1990 - January 1994
Education
University of Dayton
Bachelor of Arts (B.A.), English
Rob Thorne Rob Thorne's JP Morgan Chase Bank, N.A. Experience December 2011 - Present
Job Vice President, Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. December 2011 - Present
New York Army National Guard September 2011 - Present
HSBC Securities December 2008 - December 2011
Merrill Lynch March 2007 - December 2008
Global Industrial (A Systmax Company) 2006 - 2007
Education
Providence College 2001 — 2005
Bachelor of Arts, Psychology
Chaminade High School 1997 — 2001
J.P. Morgan Chase Bank, N.A. December 2011 - Present
New York Army National Guard September 2011 - Present
HSBC Securities December 2008 - December 2011
Merrill Lynch March 2007 - December 2008
Global Industrial (A Systmax Company) 2006 - 2007
Education
Providence College 2001 — 2005
Bachelor of Arts, Psychology
Chaminade High School 1997 — 2001
Paul Zawilenski Paul Zawilenski's JP Morgan Chase Bank, N.A. Experience April 2013 - Present
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank, N.A. April 2013 - Present
Merrill Lynch June 2011 - April 2013
Chase Investment Services Corp September 2010 - May 2011
First Financial Equity Corporation / Integrity Investment Management March 2009 - October 2010
Banc of America Investments June 2004 - February 2009
Merrill Lynch March 1997 - June 2004
Education
San Diego State University-California State University 1981 — 1985
B.S., Financial Services
J.P. Morgan Chase Bank, N.A. April 2013 - Present
Merrill Lynch June 2011 - April 2013
Chase Investment Services Corp September 2010 - May 2011
First Financial Equity Corporation / Integrity Investment Management March 2009 - October 2010
Banc of America Investments June 2004 - February 2009
Merrill Lynch March 1997 - June 2004
Education
San Diego State University-California State University 1981 — 1985
B.S., Financial Services
John Wasikowski John Wasikowski's JP Morgan Chase Bank, N.A. Experience May 2013 - Present
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. May 2013 - Present
Associated Bank November 2011 - May 2013
Morgan Stanley Smith Barney August 2010 - August 2011
US Trust August 2007 - August 2010
Education
Lake Forest College 2004 — 2007
BA, Business
University of Wisconsin-Milwaukee 2003 — 2004
Greenfield High School 1999 — 2003
J.P. Morgan Chase Bank N.A. May 2013 - Present
Associated Bank November 2011 - May 2013
Morgan Stanley Smith Barney August 2010 - August 2011
US Trust August 2007 - August 2010
Education
Lake Forest College 2004 — 2007
BA, Business
University of Wisconsin-Milwaukee 2003 — 2004
Greenfield High School 1999 — 2003
Benjamin Wolfe Benjamin Wolfe's JP Morgan Chase Bank, N.A. Experience January 2012 - October 2014
Job Sr. Business Implementation Manager at HSBC Bank USA, N.A.
Industry Banking
Experience
HSBC Bank USA, N.A. October 2014 - Present
J.P. Morgan Chase Bank, N.A. January 2012 - October 2014
JPMorgan Chase Bank, N.A. November 2005 - December 2011
JPMorgan Chase and Co. July 2000 - November 2005
Chase Cardmember Services, Inc. May 1996 - July 2000
Skills
Organizational..., Strategic Leadership, Conflict Resolution, Manage Complex Projects, Leadership, Management, Business Process..., Project Management, Customer Service, Customer Satisfaction, Quality Assurance, Time Management, Treasury, Cash Management, Relationship Management, Financial Services, Hedge Funds, Risk Management, Credit Cards, Treasury Management, Banking, Alternative Investments, Program Management
Education
University of Phoenix
MBA, Organizational Development, Finance, Economics, Accounting
Southeastern University 1994 — 1997
Music, Bachelor of Science, Music, Performance Piano, Concert Choir, English Literature
Clearwater Christian College 1992 — 1994
Sacred Music, English Literature, Performance Piano, Concert Choir
HSBC Bank USA, N.A. October 2014 - Present
J.P. Morgan Chase Bank, N.A. January 2012 - October 2014
JPMorgan Chase Bank, N.A. November 2005 - December 2011
JPMorgan Chase and Co. July 2000 - November 2005
Chase Cardmember Services, Inc. May 1996 - July 2000
Skills
Organizational..., Strategic Leadership, Conflict Resolution, Manage Complex Projects, Leadership, Management, Business Process..., Project Management, Customer Service, Customer Satisfaction, Quality Assurance, Time Management, Treasury, Cash Management, Relationship Management, Financial Services, Hedge Funds, Risk Management, Credit Cards, Treasury Management, Banking, Alternative Investments, Program Management
Education
University of Phoenix
MBA, Organizational Development, Finance, Economics, Accounting
Southeastern University 1994 — 1997
Music, Bachelor of Science, Music, Performance Piano, Concert Choir, English Literature
Clearwater Christian College 1992 — 1994
Sacred Music, English Literature, Performance Piano, Concert Choir
Mindy Mason's JP Morgan Chase Bank, N.A. Experience August 2011 - June 2015
Job Financial Services
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. August 2011 - June 2015
PrimeLending, a PlainsCapital Company May 2011 - August 2011
PNC Mortgage May 2008 - May 2011
JPMorgan Chase November 2005 - May 2008
Education
Northern Kentucky University 1995 — 2002
Bachelor of Arts, Major - Education; Minor - Psychology
J.P. Morgan Chase Bank, N.A. August 2011 - June 2015
PrimeLending, a PlainsCapital Company May 2011 - August 2011
PNC Mortgage May 2008 - May 2011
JPMorgan Chase November 2005 - May 2008
Education
Northern Kentucky University 1995 — 2002
Bachelor of Arts, Major - Education; Minor - Psychology
Geoffrey Ivonnet Geoffrey Ivonnet's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. June 2012 - Present
AXA Advisors January 2008 - May 2012
Education
Barry University
Bachelor of Science (B.S.)
J.P. Morgan Chase Bank N.A. June 2012 - Present
AXA Advisors January 2008 - May 2012
Education
Barry University
Bachelor of Science (B.S.)
Adam Harville's JP Morgan Chase Bank, N.A. Experience March 2014 - April 2015
Job Personal Banker Crystal Lake Bank and Trust
Industry Banking
Experience
Crystal Lake Bank & Trust June 2015 - Present
Liberty Mutual Insurance April 2015 - June 2015
J.P. Morgan Chase Bank, N.A. March 2014 - April 2015
J.P. Morgan Chase Bank, N.A. May 2012 - February 2014
AT&T Mobility February 2012 - May 2012
AT&T Mobility March 2010 - February 2012
AT&T Mobility July 2009 - February 2010
J.P. Morgan Chase Bank, N.A. September 2007 - June 2009
Skills
Sales Operations, Sales, Customer Retention, Customer Experience, Direct Sales, Customer Service, Customer Satisfaction, Leadership, Sales Management, Team Building, Banking, Cold Calling, Insurance, Marketing, Microsoft Office, Mortgage Lending, Process Improvement, Retail Banking, Sales Presentations, Team Leadership, Time Management, Training
Education
William Rainey Harper College 2008 — 2010
Finance, General
Oakton Community College 2003 — 2004
Business Administration and Management, General
Maine West High School 1999 — 2003
High School Diploma, General Studies
Crystal Lake Bank & Trust June 2015 - Present
Liberty Mutual Insurance April 2015 - June 2015
J.P. Morgan Chase Bank, N.A. March 2014 - April 2015
J.P. Morgan Chase Bank, N.A. May 2012 - February 2014
AT&T Mobility February 2012 - May 2012
AT&T Mobility March 2010 - February 2012
AT&T Mobility July 2009 - February 2010
J.P. Morgan Chase Bank, N.A. September 2007 - June 2009
Skills
Sales Operations, Sales, Customer Retention, Customer Experience, Direct Sales, Customer Service, Customer Satisfaction, Leadership, Sales Management, Team Building, Banking, Cold Calling, Insurance, Marketing, Microsoft Office, Mortgage Lending, Process Improvement, Retail Banking, Sales Presentations, Team Leadership, Time Management, Training
Education
William Rainey Harper College 2008 — 2010
Finance, General
Oakton Community College 2003 — 2004
Business Administration and Management, General
Maine West High School 1999 — 2003
High School Diploma, General Studies
Chana Thompson Chana Thompson's JP Morgan Chase Bank, N.A. Experience September 2011 - Present
Job Relationship Banker at J.P. Morgan Chase Bank, N.A.
Industry Sports
Experience
J.P. Morgan Chase Bank, N.A. September 2011 - Present
University of Michigan Transportation Services October 2006 - December 2010
Education
University of Michigan 2005 — 2010
B.A., Sociology
J.P. Morgan Chase Bank, N.A. September 2011 - Present
University of Michigan Transportation Services October 2006 - December 2010
Education
University of Michigan 2005 — 2010
B.A., Sociology
Tom Hristovski Tom Hristovski's JP Morgan Chase Bank, N.A. Experience October 2004 - May 2005
Job AVP | Fund Accounting @ Citi Transaction Services ☞ Secretary ✰ Treasurer ✰ Subject Matter Expert ✰ Philanthropist ✰
Industry Financial Services
Experience
Citi Transaction Services June 2013 - Present
Citi Transaction Services January 2009 - June 2013
Citi Transaction Services June 2005 - December 2008
JP Morgan Chase Bank, N.A October 2004 - May 2005
Arlington Title Agency May 2003 - September 2004
Skills
Accounting, Securities, Process Improvement, Account Reconciliation, Financial Analysis, Investments, Team Leadership, Philanthropy, Leadership, Banking, Asset Management, Auditing, Credit, Microsoft Excel, Strategic Planning, Financial Reporting, Management, Financial Risk, Web Applications, Policy, Data Analysis, Cash Management, Financial Statements, Procedure Development, Project Management, Recruiting, Staff Development, Business Process..., Key Performance..., Negotiation, Office Management, PowerPoint, Problem Solving, Restructuring, Customer Service, Microsoft Word, Communication, Maintaining Strong..., Customer Retention, Evaluations, Increase Productivity, Quality Control, Client Relations Skills, Cross Functional Team..., Business Intelligence, Data Mining, Statistical Data..., Storage Systems, SQL, Access
Education
The Ohio State University 2000 — 2004
◆ Bachelor of Science, ◆ Consumer and Family Financial Services
Citi Transaction Services June 2013 - Present
Citi Transaction Services January 2009 - June 2013
Citi Transaction Services June 2005 - December 2008
JP Morgan Chase Bank, N.A October 2004 - May 2005
Arlington Title Agency May 2003 - September 2004
Skills
Accounting, Securities, Process Improvement, Account Reconciliation, Financial Analysis, Investments, Team Leadership, Philanthropy, Leadership, Banking, Asset Management, Auditing, Credit, Microsoft Excel, Strategic Planning, Financial Reporting, Management, Financial Risk, Web Applications, Policy, Data Analysis, Cash Management, Financial Statements, Procedure Development, Project Management, Recruiting, Staff Development, Business Process..., Key Performance..., Negotiation, Office Management, PowerPoint, Problem Solving, Restructuring, Customer Service, Microsoft Word, Communication, Maintaining Strong..., Customer Retention, Evaluations, Increase Productivity, Quality Control, Client Relations Skills, Cross Functional Team..., Business Intelligence, Data Mining, Statistical Data..., Storage Systems, SQL, Access
Education
The Ohio State University 2000 — 2004
◆ Bachelor of Science, ◆ Consumer and Family Financial Services
Christian Reyes Christian Reyes's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Education Management
Experience
JP Morgan Chase Bank, N.A June 2012 - Present
Saddleback Valley Unified School District September 2006 - December 2011
Verizon Wireless February 2010 - September 2011
Education
Saddleback College 2008 — 2012
Associate of Arts and Sciences (AAS), Political Science and Government
Tesoro High School 2003 — 2007
High School Diploma, General Education
JP Morgan Chase Bank, N.A June 2012 - Present
Saddleback Valley Unified School District September 2006 - December 2011
Verizon Wireless February 2010 - September 2011
Education
Saddleback College 2008 — 2012
Associate of Arts and Sciences (AAS), Political Science and Government
Tesoro High School 2003 — 2007
High School Diploma, General Education
Jair Hernandez Jair Hernandez's JP Morgan Chase Bank, N.A. Experience October 2014 - Present
Job Relationship Banker at J.P. Morgan Chase Bank N.A.
Industry Insurance
Experience
J.P. Morgan Chase Bank N.A. October 2014 - Present
State Farm May 2013 - October 2014
Center for Healing and Hope, Goshen IN March 2013 - May 2013
Ramirez Salvage & Towing June 2011 - September 2011
Skills
Public Speaking, Public Relations, Marketing, Advertising, Marketing Research, Bilingual-English/Spanis..., Social Media Marketing, Event Planning, Press Releases, Newsletters, Licensed Property &..., Licensed Life, Crisis Communications, Leadership, Microsoft Word, PowerPoint, Microsoft Office
Education
Goshen College 2009 — 2013
Bachelor of Arts (B.A.), Public Relations & Business
J.P. Morgan Chase Bank N.A. October 2014 - Present
State Farm May 2013 - October 2014
Center for Healing and Hope, Goshen IN March 2013 - May 2013
Ramirez Salvage & Towing June 2011 - September 2011
Skills
Public Speaking, Public Relations, Marketing, Advertising, Marketing Research, Bilingual-English/Spanis..., Social Media Marketing, Event Planning, Press Releases, Newsletters, Licensed Property &..., Licensed Life, Crisis Communications, Leadership, Microsoft Word, PowerPoint, Microsoft Office
Education
Goshen College 2009 — 2013
Bachelor of Arts (B.A.), Public Relations & Business
Houston R. Sanders Jr. Houston R. Sanders Jr.'s JP Morgan Chase Bank, N.A. Experience March 2010 - Present
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. March 2010 - Present
Ameriprise Financial Services, Inc. February 2007 - March 2010
Education
Oakland University
Bachelor of Science (B.S.)
J.P. Morgan Chase Bank N.A. March 2010 - Present
Ameriprise Financial Services, Inc. February 2007 - March 2010
Education
Oakland University
Bachelor of Science (B.S.)
Lee Rockwell Lee Rockwell's JP Morgan Chase Bank, N.A. Experience June 2014 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A
Industry Insurance
Experience
JP Morgan Chase Bank, N.A June 2014 - Present
Farmers Insurance January 2011 - June 2014
Denny's December 2007 - January 2011
Dairy Queen June 1998 - December 2007
Six Flags Great America May 1984 - June 1996
Education
Northern Illinois University
BS, Economics
College of Lake County
AS, Business & Economics
JP Morgan Chase Bank, N.A June 2014 - Present
Farmers Insurance January 2011 - June 2014
Denny's December 2007 - January 2011
Dairy Queen June 1998 - December 2007
Six Flags Great America May 1984 - June 1996
Education
Northern Illinois University
BS, Economics
College of Lake County
AS, Business & Economics
Steve Pirrotta's JP Morgan Chase Bank, N.A. Experience August 2014 - Present
Job Private Client Banker/Small Business Specialist at JP Morgan Chase Bank, N.A
Industry Banking
Experience
JP Morgan Chase Bank, N.A August 2014 - Present
JP Morgan Chase Bank, N.A March 2013 - Present
JP Morgan Chase Bank, N.A March 2012 - Present
Dipaola Financial Group May 2009 - October 2011
David Lerner Associates, inc. December 2008 - January 2009
Education
Eastern Nazarene College 2004 — 2008
Bachelor of Science, Engineering
JP Morgan Chase Bank, N.A August 2014 - Present
JP Morgan Chase Bank, N.A March 2013 - Present
JP Morgan Chase Bank, N.A March 2012 - Present
Dipaola Financial Group May 2009 - October 2011
David Lerner Associates, inc. December 2008 - January 2009
Education
Eastern Nazarene College 2004 — 2008
Bachelor of Science, Engineering
Kenneth M. Woo's JP Morgan Chase Bank, N.A. Experience October 2014 - July 2015
Job Sales Professional
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. October 2014 - July 2015
Prudential Insurance Company of America January 2012 - October 2014
BKC International House September 2009 - July 2010
Trader Joe's Company July 2008 - June 2009
Education
University of California, Irvine 2004 — 2008
B.A., Anthropology
J.P. Morgan Chase Bank, N.A. October 2014 - July 2015
Prudential Insurance Company of America January 2012 - October 2014
BKC International House September 2009 - July 2010
Trader Joe's Company July 2008 - June 2009
Education
University of California, Irvine 2004 — 2008
B.A., Anthropology
Vanessa Nguyen's JP Morgan Chase Bank, N.A. Experience September 2015 - Present
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan Chase bank, N.A September 2015 - Present
JP Morgan Chase Bank, N.A June 2014 - Present
JP Morgan Chase Bank, N.A February 2014 - May 2014
JP Morgan Chase Bank, N.A October 2012 - February 2014
Intern at the Houston Police Department-Head Quarter February 2013 - June 2013
Fry's Electronics September 2011 - October 2012
Education
University of Houston-Downtown 2011 — 2015
Bachelor's Degree, Finance and Financial Management Services
University of Houston-Downtown 2011 — 2015
Criminal justice
JP Morgan Chase bank, N.A September 2015 - Present
JP Morgan Chase Bank, N.A June 2014 - Present
JP Morgan Chase Bank, N.A February 2014 - May 2014
JP Morgan Chase Bank, N.A October 2012 - February 2014
Intern at the Houston Police Department-Head Quarter February 2013 - June 2013
Fry's Electronics September 2011 - October 2012
Education
University of Houston-Downtown 2011 — 2015
Bachelor's Degree, Finance and Financial Management Services
University of Houston-Downtown 2011 — 2015
Criminal justice
ROSE O'MALLEY ROSE O'MALLEY's JP Morgan Chase Bank, N.A. Experience May 2011 - Present
Job Chase Private Client Banker, JP Morgan Chase Bank, N.A
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A May 2011 - Present
Safe Shelter of St. Vrain Valley March 2013 - Present
Bose January 2007 - January 2011
Education
University of Colorado Denver
Business/Financial
Metropolitan State University of Denver
JP Morgan Chase Bank, N.A May 2011 - Present
Safe Shelter of St. Vrain Valley March 2013 - Present
Bose January 2007 - January 2011
Education
University of Colorado Denver
Business/Financial
Metropolitan State University of Denver
Umer Awan Umer Awan's JP Morgan Chase Bank, N.A. Experience June 2011 - December 2014
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2014 - Present
J.P. Morgan Chase Bank N.A. June 2011 - December 2014
State Farm November 2005 - June 2011
Skills
Leadership, Financial Analysis, Customer Service, Strategic Planning, Microsoft Office, Management, Microsoft Excel, Sales, Finance, Marketing
Education
Pepperdine University 2010 — 2012
BSM, Business Management
Fountain Valley High School 2003 — 2007
Merrill Lynch December 2014 - Present
J.P. Morgan Chase Bank N.A. June 2011 - December 2014
State Farm November 2005 - June 2011
Skills
Leadership, Financial Analysis, Customer Service, Strategic Planning, Microsoft Office, Management, Microsoft Excel, Sales, Finance, Marketing
Education
Pepperdine University 2010 — 2012
BSM, Business Management
Fountain Valley High School 2003 — 2007
David Garita David Garita's JP Morgan Chase Bank, N.A. Experience July 2015 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A July 2015 - Present
Citi October 2011 - Present
Bank of America September 2008 - October 2011
Education
Baruch College, City University of New York (CUNY)
Finance, General
JP Morgan Chase Bank, N.A July 2015 - Present
Citi October 2011 - Present
Bank of America September 2008 - October 2011
Education
Baruch College, City University of New York (CUNY)
Finance, General
Bradford Ritchie's JP Morgan Chase Bank, N.A. Experience September 2011 - May 2014
Job Account Executive
Industry Information Technology and Services
Experience
Gartner August 2015 - Present
HSBC Global Banking and Markets June 2014 - Present
J.P. Morgan Chase Bank N.A. September 2011 - May 2014
AXA Advisors February 2009 - September 2011
JPMorgan Chase November 2007 - February 2009
Skills
Retirement, Finance, Securities, Portfolio Management, Investment Strategies, Investments, Mutual Funds, Equities, Wealth Management, Microsoft Excel, Financial Services, Financial Analysis, Marketing, Estate Planning, Insurance, Banking, Series 7, Leadership, Risk Management, Series 63, Series 65, Life Insurance, Regulatory Compliance, Anti Money Laundering, Relationship Management
Education
Roger Williams University 2003 — 2007
BS, Business Management with minors in Marketing and Psychology
Gartner August 2015 - Present
HSBC Global Banking and Markets June 2014 - Present
J.P. Morgan Chase Bank N.A. September 2011 - May 2014
AXA Advisors February 2009 - September 2011
JPMorgan Chase November 2007 - February 2009
Skills
Retirement, Finance, Securities, Portfolio Management, Investment Strategies, Investments, Mutual Funds, Equities, Wealth Management, Microsoft Excel, Financial Services, Financial Analysis, Marketing, Estate Planning, Insurance, Banking, Series 7, Leadership, Risk Management, Series 63, Series 65, Life Insurance, Regulatory Compliance, Anti Money Laundering, Relationship Management
Education
Roger Williams University 2003 — 2007
BS, Business Management with minors in Marketing and Psychology
Joe Serviss, MBA's JP Morgan Chase Bank, N.A. Experience July 2008 - March 2010
Job Instructor: Business, Marketing & Finance
Industry Higher Education
Experience
Cabarrus County Schools August 2013 - Present
Cabarrus County Schools December 2014 - July 2015
Cabarrus County Schools August 2013 - July 2015
J.P. Morgan Chase Bank N.A. July 2008 - March 2010
Circuit City Stores, Inc. April 2004 - April 2008
Skills
Leadership, Management, Customer Service, Coaching, Marketing, Business Strategy, Recruiting, Training, Business Planning, Sales, Strategic Planning, Customer Satisfaction, Budgets, Team Building, Leadership Development, Teaching, Business Development, Educational Leadership, Program Management, Entrepreneurship, Team Leadership, Social Networking, Blended Learning, Adult Education, Sports Coaching, Learning Management, Employee Engagement, Education, Online Collaboration, Analysis, Time Management, Project Planning, Social Media, Mentoring, Public Speaking, Microsoft Office, Research, Microsoft Excel, Finance, Google Certified..., Google Classroom, Google+, Google Apps, Google Drive, Google Docs, Google
Education
North Carolina State University 2014 — 2015
Education Lateral Entry Certification Program
Keller Graduate School of Management of DeVry University 2010 — 2013
Master of Business Administration (M.B.A.), Human Resources & Project Management, With Distinction
American InterContinental University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Human Resources, Cum Laude
Island Drafting and Technical Institute 1999 — 2001
Associate in Occupational Studies, Computer and Electronic Service Technology
Cabarrus County Schools August 2013 - Present
Cabarrus County Schools December 2014 - July 2015
Cabarrus County Schools August 2013 - July 2015
J.P. Morgan Chase Bank N.A. July 2008 - March 2010
Circuit City Stores, Inc. April 2004 - April 2008
Skills
Leadership, Management, Customer Service, Coaching, Marketing, Business Strategy, Recruiting, Training, Business Planning, Sales, Strategic Planning, Customer Satisfaction, Budgets, Team Building, Leadership Development, Teaching, Business Development, Educational Leadership, Program Management, Entrepreneurship, Team Leadership, Social Networking, Blended Learning, Adult Education, Sports Coaching, Learning Management, Employee Engagement, Education, Online Collaboration, Analysis, Time Management, Project Planning, Social Media, Mentoring, Public Speaking, Microsoft Office, Research, Microsoft Excel, Finance, Google Certified..., Google Classroom, Google+, Google Apps, Google Drive, Google Docs, Google
Education
North Carolina State University 2014 — 2015
Education Lateral Entry Certification Program
Keller Graduate School of Management of DeVry University 2010 — 2013
Master of Business Administration (M.B.A.), Human Resources & Project Management, With Distinction
American InterContinental University 2004 — 2006
Bachelor of Business Administration (B.B.A.), Human Resources, Cum Laude
Island Drafting and Technical Institute 1999 — 2001
Associate in Occupational Studies, Computer and Electronic Service Technology
Rose Mary Reyes's JP Morgan Chase Bank, N.A. Experience August 2014 - February 2015
Job Account Representative at Solvay Chemicals
Industry Chemicals
Experience
Solvay Chemicals February 2015 - Present
J.P. Morgan Chase Bank, N.A. August 2014 - February 2015
J.P. Morgan Chase Bank, N.A. October 2011 - July 2014
Sprint Nextel May 2010 - October 2011
Education
Texas State University 2008 — 2010
BBA, Marketing
Solvay Chemicals February 2015 - Present
J.P. Morgan Chase Bank, N.A. August 2014 - February 2015
J.P. Morgan Chase Bank, N.A. October 2011 - July 2014
Sprint Nextel May 2010 - October 2011
Education
Texas State University 2008 — 2010
BBA, Marketing
Sean S. Muth, CFP®'s JP Morgan Chase Bank, N.A. Experience March 2013 - Present
Job Private Client Advisor at J.P. Morgan Bank, N.A.
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. March 2013 - Present
U.S. Bancorp Investments, Inc. November 2011 - March 2013
U.S. Bancorp Investments, Inc. April 2010 - October 2011
JPMorgan Chase May 2009 - March 2010
Education
The Ohio State University 2011 — 2012
Online CFP Certification Education Program
San Diego State University-California State University 2004 — 2007
Bachelor of Arts (B.A.), Economics
2015 Level I Candidate in the CFA Program
J.P. Morgan Chase Bank, N.A. March 2013 - Present
U.S. Bancorp Investments, Inc. November 2011 - March 2013
U.S. Bancorp Investments, Inc. April 2010 - October 2011
JPMorgan Chase May 2009 - March 2010
Education
The Ohio State University 2011 — 2012
Online CFP Certification Education Program
San Diego State University-California State University 2004 — 2007
Bachelor of Arts (B.A.), Economics
2015 Level I Candidate in the CFA Program
Eric Birch Eric Birch's JP Morgan Chase Bank, N.A. Experience January 2013 - August 2015
Job Vice President, Financial Advisor Associate at J.P. Morgan Securities, LLC
Industry Investment Management
Experience
J.P. Morgan Securities, LLC August 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2013 - August 2015
J.P. Morgan Chase Bank, N.A. April 2011 - January 2013
Trump National Golf Club May 2008 - September 2010
Abercrombie & Fitch June 2005 - May 2008
Education
Northwestern University 2015 — 2015
Certified Financial Planner Certification Education Program
Seton Hall University School of Law 2010 — 2010
Michigan State University 2005 — 2010
B.A., Economics w/ Business Cognate
Michigan State University 2005 — 2010
B.A., Political Science
J.P. Morgan Securities, LLC August 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2013 - August 2015
J.P. Morgan Chase Bank, N.A. April 2011 - January 2013
Trump National Golf Club May 2008 - September 2010
Abercrombie & Fitch June 2005 - May 2008
Education
Northwestern University 2015 — 2015
Certified Financial Planner Certification Education Program
Seton Hall University School of Law 2010 — 2010
Michigan State University 2005 — 2010
B.A., Economics w/ Business Cognate
Michigan State University 2005 — 2010
B.A., Political Science
Andrew J. Phillips's JP Morgan Chase Bank, N.A. Experience March 2013 - May 2015
Job VP Financial Advisor Associate JP Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC May 2015 - Present
J.P. Morgan Chase Bank, N.A. March 2013 - May 2015
Chase November 2010 - March 2013
Wells Fargo April 2008 - September 2009
Realty Executives/First Mexican Investments May 2004 - January 2008
Education
University of Kansas 1999 — 2003
Business Administration, Business Administration and Management, General
J.P. Morgan Securities LLC May 2015 - Present
J.P. Morgan Chase Bank, N.A. March 2013 - May 2015
Chase November 2010 - March 2013
Wells Fargo April 2008 - September 2009
Realty Executives/First Mexican Investments May 2004 - January 2008
Education
University of Kansas 1999 — 2003
Business Administration, Business Administration and Management, General
Michael S. Ridley Michael S. Ridley's JP Morgan Chase Bank, N.A. Experience March 2006 - Present
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. March 2006 - Present
Merrill Lynch January 2005 - February 2006
Northrop Grumman Corporation February 2000 - October 2004
General Motors May 1999 - August 1999
Education
Michigan State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Supply Chain Management
Detroit Catholic Central
J.P. Morgan Chase Bank, N.A. March 2006 - Present
Merrill Lynch January 2005 - February 2006
Northrop Grumman Corporation February 2000 - October 2004
General Motors May 1999 - August 1999
Education
Michigan State University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Supply Chain Management
Detroit Catholic Central
Jeffrey M. Zielinski's JP Morgan Chase Bank, N.A. Experience September 2011 - March 2014
Job Senior Retirement Consultant
Industry Financial Services
Experience
John Hancock Financial Services January 2015 - Present
ADP March 2014 - December 2014
JP Morgan Chase Bank, N.A September 2011 - March 2014
HSBC October 2010 - September 2011
Education
Fairleigh Dickinson University-Metropolitan Campus 2010 — 2012
Masters Degree (MPA), Public Management & Economic Policy
Caldwell University 2006 — 2010
Bachelor of Arts
John Hancock Financial Services January 2015 - Present
ADP March 2014 - December 2014
JP Morgan Chase Bank, N.A September 2011 - March 2014
HSBC October 2010 - September 2011
Education
Fairleigh Dickinson University-Metropolitan Campus 2010 — 2012
Masters Degree (MPA), Public Management & Economic Policy
Caldwell University 2006 — 2010
Bachelor of Arts
Robert G. Bryant, MSCIS Robert G. Bryant, MSCIS's JP Morgan Chase Bank, N.A. Experience August 2006 - August 2008
Job Helping Educators Drive Student Performance in Michigan
Industry Education Management
Experience
Renaissance Learning July 2014 - Present
Renaissance Learning June 2012 - Present
Renaissance Learning April 2010 - June 2012
Global Vision Management Group September 2008 - April 2010
RBS WorldPay, Inc. October 2009 - November 2009
J.P. Morgan Chase Bank, N.A. August 2006 - August 2008
Detroit Public Schools August 2001 - July 2006
Detroit Public Schools June 1997 - August 2001
Detroit Public Schools August 1996 - May 1997
Skills
Team Building, Project Management, Microsoft Office, Networking, Financial Analysis, Educational Technology, MIS, RTI, Staff Development, Program Management, Leadership, Sales, Public Speaking, Non-profits, Vendor Management, Marketing, Strategic Planning, Nonprofits, Data Analysis, Leadership Development, Community Outreach, Fundraising, Management, Budgets, Event Planning, Event Management, Educational Leadership, Education Policy, Key Account Management, Strategic Partnerships, Coaching, Recruiting, Human Resources, Policy, Access, E-Learning, Team Leadership, New Business Development, Contract Negotiation, Sales Operations, Training, Strategy, Analysis, Administration, Time Management, Customer Service, Instructional Design, Salesforce.com, Business Development, Organizational...
Education
University of Detroit Mercy 1998 — 2000
Master, Computer and Information Systems
Wayne State University 1993 — 1996
BS, Psychology
University of Detroit Jesuit High School and Academy 1987 — 1991
College Preparatory Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Renaissance Learning July 2014 - Present
Renaissance Learning June 2012 - Present
Renaissance Learning April 2010 - June 2012
Global Vision Management Group September 2008 - April 2010
RBS WorldPay, Inc. October 2009 - November 2009
J.P. Morgan Chase Bank, N.A. August 2006 - August 2008
Detroit Public Schools August 2001 - July 2006
Detroit Public Schools June 1997 - August 2001
Detroit Public Schools August 1996 - May 1997
Skills
Team Building, Project Management, Microsoft Office, Networking, Financial Analysis, Educational Technology, MIS, RTI, Staff Development, Program Management, Leadership, Sales, Public Speaking, Non-profits, Vendor Management, Marketing, Strategic Planning, Nonprofits, Data Analysis, Leadership Development, Community Outreach, Fundraising, Management, Budgets, Event Planning, Event Management, Educational Leadership, Education Policy, Key Account Management, Strategic Partnerships, Coaching, Recruiting, Human Resources, Policy, Access, E-Learning, Team Leadership, New Business Development, Contract Negotiation, Sales Operations, Training, Strategy, Analysis, Administration, Time Management, Customer Service, Instructional Design, Salesforce.com, Business Development, Organizational...
Education
University of Detroit Mercy 1998 — 2000
Master, Computer and Information Systems
Wayne State University 1993 — 1996
BS, Psychology
University of Detroit Jesuit High School and Academy 1987 — 1991
College Preparatory Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Eric Barbour Eric Barbour's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job Vice President I Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank N.A. August 2013 - Present
PNC Investments January 2012 - July 2013
Morgan Stanley 2009 - 2011
Inbound Marketing Engine 2008 - 2009
Greenshire Capital 2007 - 2009
NeoClassic Homes June 2001 - 2008
Georgia Pacific 2000 - February 2001
Cap Gemini Ernst & Young 1998 - 2000
Bank of America 1992 - 1996
120th Army Command 1988 - 1996
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
University of South Carolina-Columbia 1988 — 1992
BA, Philosophy & Political Science
SHS
J.P. Morgan Chase Bank N.A. August 2013 - Present
PNC Investments January 2012 - July 2013
Morgan Stanley 2009 - 2011
Inbound Marketing Engine 2008 - 2009
Greenshire Capital 2007 - 2009
NeoClassic Homes June 2001 - 2008
Georgia Pacific 2000 - February 2001
Cap Gemini Ernst & Young 1998 - 2000
Bank of America 1992 - 1996
120th Army Command 1988 - 1996
Education
Duke University - The Fuqua School of Business 1996 — 1998
Master of Business Administration (MBA)
University of South Carolina-Columbia 1988 — 1992
BA, Philosophy & Political Science
SHS
Karen Feinblatt's JP Morgan Chase Bank, N.A. Experience September 2013 - Present
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. September 2013 - Present
A division of PNC Bank November 2006 - January 2013
Ameriprise Financial July 2004 - November 2006
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Liberal Arts & Science, Finance
J.P. Morgan Chase Bank, N.A. September 2013 - Present
A division of PNC Bank November 2006 - January 2013
Ameriprise Financial July 2004 - November 2006
Education
University of Illinois at Urbana-Champaign 2000 — 2004
Liberal Arts & Science, Finance
Alex E. Santana's JP Morgan Chase Bank, N.A. Experience January 2015 - Present
Job J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. January 2015 - Present
Bloomingdale's June 2014 - Present
Education Consortium July 2014 - January 2015
New York Life Insurance Company April 2013 - September 2013
UBS Wealth Management June 2010 - April 2012
Cannon Sports Inc May 2009 - August 2009
Ventana Vending January 2008 - May 2009
Tactical Wealth Solutions May 2008 - August 2008
Education
University of Arizona 2006 — 2010
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Finance
Loyola High School of Los Angeles 2002 — 2006
J.P. Morgan Chase Bank N.A. January 2015 - Present
Bloomingdale's June 2014 - Present
Education Consortium July 2014 - January 2015
New York Life Insurance Company April 2013 - September 2013
UBS Wealth Management June 2010 - April 2012
Cannon Sports Inc May 2009 - August 2009
Ventana Vending January 2008 - May 2009
Tactical Wealth Solutions May 2008 - August 2008
Education
University of Arizona 2006 — 2010
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science, Finance
Loyola High School of Los Angeles 2002 — 2006
Derek Woodward Derek Woodward's JP Morgan Chase Bank, N.A. Experience 2013 - Present
Job Bank Manager
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. 2013 - Present
British American Tobacco 2011 - 2013
Hanwha Group 2010 - 2011
Skills
Management, Business Development, Budget Management, Timeline Management, Analysis, FMCG
Education
성균관대학교 / Sungkyunkwan University 2009 — 2011
Masters, Business Administration
University of Washington 2004 — 2007
Bachelors, Political Science
J.P. Morgan Chase Bank, N.A. 2013 - Present
British American Tobacco 2011 - 2013
Hanwha Group 2010 - 2011
Skills
Management, Business Development, Budget Management, Timeline Management, Analysis, FMCG
Education
성균관대학교 / Sungkyunkwan University 2009 — 2011
Masters, Business Administration
University of Washington 2004 — 2007
Bachelors, Political Science
John Ferrante John Ferrante's JP Morgan Chase Bank, N.A. Experience July 1987 - January 1989
Job Vice President Head of Operations
Industry Banking
Experience
Swedbank ab (publ) New York Branch May 2014 - Present
The Royal Bank of Scotland plc November 2007 - April 2014
Intesa Sanpaolo S.p.A January 1989 - November 2007
J.P. Morgan Chase Bank N.A. July 1987 - January 1989
Skills
Loan IQ Specialist, Loan Documentation, Letters Of Credit, Credit, Loans, Trade Finance, Trade Settlement, Letters of Credit, Settlement, Management, Fixed Income, Portfolio Management, Middle Office, Derivatives, Banking, Trading, FX Options, Back Office, Funding, Payments, Securities, Investment Banking, Credit Risk, Capital Markets, Operational Risk, Syndications, Structured Finance, Financial Risk, Structured Products, AML, Bonds, Commercial Banking
Education
Queens College 1983 — 1987
American Institute of Banking
Swedbank ab (publ) New York Branch May 2014 - Present
The Royal Bank of Scotland plc November 2007 - April 2014
Intesa Sanpaolo S.p.A January 1989 - November 2007
J.P. Morgan Chase Bank N.A. July 1987 - January 1989
Skills
Loan IQ Specialist, Loan Documentation, Letters Of Credit, Credit, Loans, Trade Finance, Trade Settlement, Letters of Credit, Settlement, Management, Fixed Income, Portfolio Management, Middle Office, Derivatives, Banking, Trading, FX Options, Back Office, Funding, Payments, Securities, Investment Banking, Credit Risk, Capital Markets, Operational Risk, Syndications, Structured Finance, Financial Risk, Structured Products, AML, Bonds, Commercial Banking
Education
Queens College 1983 — 1987
American Institute of Banking
Ben Goldhammer's JP Morgan Chase Bank, N.A. Experience April 2010 - July 2014
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. April 2010 - July 2014
Waddell & Reed June 2008 - April 2010
Ameriprise Financial April 2002 - June 2008
Education
University of California, San Diego 1990 — 1994
B.S.
Lick Wilmerding High School
J.P. Morgan Chase Bank, N.A. April 2010 - July 2014
Waddell & Reed June 2008 - April 2010
Ameriprise Financial April 2002 - June 2008
Education
University of California, San Diego 1990 — 1994
B.S.
Lick Wilmerding High School
MK Lee's JP Morgan Chase Bank, N.A. Experience April 2013 - Present
Job J.P. Morgan Private Client Advisor, Vice President Investments at J.P.Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. April 2013 - Present
Chicago Booth Alumni Club of San Francisco January 2012 - Present
International Foundation for Korea University January 2010 - Present
J.P. Morgan August 2007 - March 2013
KOREA TRADE CENTER (KOTRA) April 2004 - May 2005
UBS Investment Bank October 1999 - March 2004
Skills
Alternative Investments, Hedge Funds, Investment Banking, Private Banking, Wealth Management, Investment Management, Private Equity, Fixed Income, Client Development, Equities, Personal Financial..., Family Office, Intergenerational..., Asset Allocation, Capital Markets, Strategy
Education
The University of Chicago - Booth School of Business 2005 — 2007
Korea University 1994 — 1999
BA
J.P. Morgan Chase Bank N.A. April 2013 - Present
Chicago Booth Alumni Club of San Francisco January 2012 - Present
International Foundation for Korea University January 2010 - Present
J.P. Morgan August 2007 - March 2013
KOREA TRADE CENTER (KOTRA) April 2004 - May 2005
UBS Investment Bank October 1999 - March 2004
Skills
Alternative Investments, Hedge Funds, Investment Banking, Private Banking, Wealth Management, Investment Management, Private Equity, Fixed Income, Client Development, Equities, Personal Financial..., Family Office, Intergenerational..., Asset Allocation, Capital Markets, Strategy
Education
The University of Chicago - Booth School of Business 2005 — 2007
Korea University 1994 — 1999
BA
Eric Nelsen's JP Morgan Chase Bank, N.A. Experience 2013 - June 2015
Job Managing Partner at Eco Pharmacy
Industry Pharmaceuticals
Experience
Eco Pharmacy June 2015 - Present
J.P. Morgan Chase Bank, N.A. 2013 - June 2015
JP Morgan Private Bank 2010 - 2013
Fayez Sarofim & Co. 2001 - 2010
Skills
Portfolio Management, Business Analysis, Investments, Equities, Management, Fixed Income, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Alternative Investments, Investment Strategies, Strategic Planning, Asset Managment
Education
Jones Graduate School of Business, Rice University 2007 — 2009
MBA
Texas State University 1998 — 2000
B.A., Marketing
Eco Pharmacy June 2015 - Present
J.P. Morgan Chase Bank, N.A. 2013 - June 2015
JP Morgan Private Bank 2010 - 2013
Fayez Sarofim & Co. 2001 - 2010
Skills
Portfolio Management, Business Analysis, Investments, Equities, Management, Fixed Income, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Alternative Investments, Investment Strategies, Strategic Planning, Asset Managment
Education
Jones Graduate School of Business, Rice University 2007 — 2009
MBA
Texas State University 1998 — 2000
B.A., Marketing
James Reinhard's JP Morgan Chase Bank, N.A. Experience January 2013 - Present
Job Relationship Banker at J.P. Morgan Chase Bank N.A.
Industry Banking
Experience
J.P. Morgan Chase Bank N.A. January 2013 - Present
J.P. Morgan Chase Bank N.A. January 2012 - January 2013
J.P. Morgan Chase Bank N.A. April 2010 - January 2012
J.P. Morgan Chase Bank N.A. November 2006 - April 2010
Education
Sinclair Community College 2004 — 2005
Lebanon
J.P. Morgan Chase Bank N.A. January 2013 - Present
J.P. Morgan Chase Bank N.A. January 2012 - January 2013
J.P. Morgan Chase Bank N.A. April 2010 - January 2012
J.P. Morgan Chase Bank N.A. November 2006 - April 2010
Education
Sinclair Community College 2004 — 2005
Lebanon
Juan de Choudens's JP Morgan Chase Bank, N.A. Experience October 2011 - Present
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A October 2011 - Present
Norwalk Hospital Foundation June 2007 - December 2013
Source Capital Group 2009 - October 2011
Citi Private Bank January 2006 - December 2008
Four-Site LLC 1998 - 2008
Citigroup 1996 - 2008
Citigroup Private Bank January 2000 - December 2005
Citigroup Global Asset Management 1997 - 1999
PerkinElmer 1995 - 1995
Education
University of Connecticut 1991 — 1995
BS, Finance
JP Morgan Chase Bank, N.A October 2011 - Present
Norwalk Hospital Foundation June 2007 - December 2013
Source Capital Group 2009 - October 2011
Citi Private Bank January 2006 - December 2008
Four-Site LLC 1998 - 2008
Citigroup 1996 - 2008
Citigroup Private Bank January 2000 - December 2005
Citigroup Global Asset Management 1997 - 1999
PerkinElmer 1995 - 1995
Education
University of Connecticut 1991 — 1995
BS, Finance
Mogush, Chris's JP Morgan Chase Bank, N.A. Experience January 2014 - Present
Job Private Client Advisor, J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. January 2014 - Present
JPMorgan Chase April 2011 - December 2013
JPMorgan Chase May 2010 - April 2011
JPMorgan Chase June 2008 - March 2010
JPMorgan Chase November 2006 - June 2008
fifth third bank 2002 - 2005
Education
Indiana Wesleyan University 2009 — 2011
Master of Business Administration (MBA)
Ball State University - College of Business 1999 — 2003
Bachelor of Science (BS), Finance
J.P. Morgan Chase Bank N.A. January 2014 - Present
JPMorgan Chase April 2011 - December 2013
JPMorgan Chase May 2010 - April 2011
JPMorgan Chase June 2008 - March 2010
JPMorgan Chase November 2006 - June 2008
fifth third bank 2002 - 2005
Education
Indiana Wesleyan University 2009 — 2011
Master of Business Administration (MBA)
Ball State University - College of Business 1999 — 2003
Bachelor of Science (BS), Finance
David Winikates's JP Morgan Chase Bank, N.A. Experience 2014 - Present
Job Private Client Investment Associate
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. 2014 - Present
Education
Millikin University 2002 — 2006
Bachelor's degree, Finance, General
Fenwick High School 1998 — 2002
High School Degree
J.P. Morgan Chase Bank N.A. 2014 - Present
Education
Millikin University 2002 — 2006
Bachelor's degree, Finance, General
Fenwick High School 1998 — 2002
High School Degree
Thomas Engle's JP Morgan Chase Bank, N.A. Experience January 2000 - January 2008
Job Senior sales manager who listens, provides solid advice, develops and implements sales strategies that have impact.
Industry Banking
Experience
Citizens Bank November 2009 - Present
JP Morgan Chase Bank, N.A January 2000 - January 2008
J.P. Morgan January 1994 - January 2000
J.P. Morgan March 1990 - January 1994
J.P. Morgan May 1988 - January 1990
Skills
Treasury Management, Banking, New Business Development, Strategic Sales, Talent Management, New Market Expansion, Employee Coaching, Pipeline Management, P&L Management, Banking Technologies, International Banking..., Tactical Sales Planning, Deposit Growth, Enterprise Valuation
Education
New York University 1984 — 1985
MS, Engineering
State University of New York College at Oneonta 1978 — 1983
Bachelor's Degree, Business Administration and Management, General
Citizens Bank November 2009 - Present
JP Morgan Chase Bank, N.A January 2000 - January 2008
J.P. Morgan January 1994 - January 2000
J.P. Morgan March 1990 - January 1994
J.P. Morgan May 1988 - January 1990
Skills
Treasury Management, Banking, New Business Development, Strategic Sales, Talent Management, New Market Expansion, Employee Coaching, Pipeline Management, P&L Management, Banking Technologies, International Banking..., Tactical Sales Planning, Deposit Growth, Enterprise Valuation
Education
New York University 1984 — 1985
MS, Engineering
State University of New York College at Oneonta 1978 — 1983
Bachelor's Degree, Business Administration and Management, General
Chris DesRochers's JP Morgan Chase Bank, N.A. Experience January 2012 - Present
Job Personal Banker
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A January 2012 - Present
Essex Companies July 2007 - March 2008
HFC - member HSBC Bank December 2001 - July 2007
Education
Montclair State University
Bachelor of Science, Business, concentration Management
Union County Community College
Associates, Business
JP Morgan Chase Bank, N.A January 2012 - Present
Essex Companies July 2007 - March 2008
HFC - member HSBC Bank December 2001 - July 2007
Education
Montclair State University
Bachelor of Science, Business, concentration Management
Union County Community College
Associates, Business
Ervin Decker's JP Morgan Chase Bank, N.A. Experience September 2007 - Present
Job VP Private Client Advisor, J.P. Morgan Chase Bank, N.A
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. September 2007 - Present
Education
Oklahoma Christian University
Bachelor of Science in Business Management and Organizational Communication, Business Management and Organizational Communication
J.P. Morgan Chase Bank, N.A. September 2007 - Present
Education
Oklahoma Christian University
Bachelor of Science in Business Management and Organizational Communication, Business Management and Organizational Communication
Evan Ankenbruck's JP Morgan Chase Bank, N.A. Experience December 2008 - September 2012
Job Financial Advisor J.P.Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC September 2012 - Present
J.P. Morgan Chase Bank, N.A. December 2008 - September 2012
Sprint Nextel October 2006 - November 2008
Education
Metropolitan State University of Denver 2003 — 2007
Bachelor of Arts (B.A.), Speech Communication
University of Mount Union 2001 — 2002
J.P. Morgan Securities LLC September 2012 - Present
J.P. Morgan Chase Bank, N.A. December 2008 - September 2012
Sprint Nextel October 2006 - November 2008
Education
Metropolitan State University of Denver 2003 — 2007
Bachelor of Arts (B.A.), Speech Communication
University of Mount Union 2001 — 2002
Jarrod Lacombe's JP Morgan Chase Bank, N.A. Experience March 2010 - Present
Job J.P. Morgan Chase Bank, N.A., Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2010 - Present
J.P. Morgan Chase Bank, N.A. March 2010 - Present
Education
James Madison University 2000 — 2003
BBA, Finance
JPMorgan Chase Bank, N.A. March 2010 - Present
J.P. Morgan Chase Bank, N.A. March 2010 - Present
Education
James Madison University 2000 — 2003
BBA, Finance
Jeremy Fortner's JP Morgan Chase Bank, N.A. Experience May 2009 - June 2014
Job Financial Advisor, Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2014 - Present
J.P. Morgan Chase Bank N.A. May 2009 - June 2014
T Rowe Price June 2007 - May 2009
MassMutual January 2005 - June 2007
Education
Saint Leo University 2003 — 2004
B.A., Business
University of South Florida 2000 — 2003
Business
Wells Fargo Advisors, LLC June 2014 - Present
J.P. Morgan Chase Bank N.A. May 2009 - June 2014
T Rowe Price June 2007 - May 2009
MassMutual January 2005 - June 2007
Education
Saint Leo University 2003 — 2004
B.A., Business
University of South Florida 2000 — 2003
Business
Alexander Vovk's JP Morgan Chase Bank, N.A. Experience January 2011 - Present
Job VP Private Client Advisor at J.P. Morgan Chase Bank NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. January 2011 - Present
JP Morgan Chase September 2009 - December 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, General
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Finance and Investments
J.P. Morgan Chase Bank N.A. January 2011 - Present
JP Morgan Chase September 2009 - December 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Master of Business Administration (MBA), Finance, General
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Finance and Investments
Randy Bernstein's JP Morgan Chase Bank, N.A. Experience May 2010 - Present
Job Private Client Advisor JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. May 2010 - Present
Education
University of Miami - School of Business 1998 — 2000
BBA, Entrepreneurship
J.P. Morgan Chase Bank, N.A. May 2010 - Present
Education
University of Miami - School of Business 1998 — 2000
BBA, Entrepreneurship
Akilah Davis's JP Morgan Chase Bank, N.A. Experience August 2010 - Present
Job .....
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. August 2010 - Present
Obama for America June 2008 - November 2008
Obama for America February 2008 - May 2008
McMaster-Carr June 2006 - January 2008
District Attorney's Office--Kamala Harris 2005 - 2006
Skills
Leadership, Public Speaking, Research, Management, Nonprofits, Analysis, Social Media, Community Outreach, Event Planning, Fundraising
Education
Stanford University 2002 — 2006
BA, Political Science w/ Public Policy Focus
J.P. Morgan Chase Bank, N.A. August 2010 - Present
Obama for America June 2008 - November 2008
Obama for America February 2008 - May 2008
McMaster-Carr June 2006 - January 2008
District Attorney's Office--Kamala Harris 2005 - 2006
Skills
Leadership, Public Speaking, Research, Management, Nonprofits, Analysis, Social Media, Community Outreach, Event Planning, Fundraising
Education
Stanford University 2002 — 2006
BA, Political Science w/ Public Policy Focus
Joshua Steen's JP Morgan Chase Bank, N.A. Experience August 2013 - Present
Job Private Client Advisor at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A August 2013 - Present
Merrill Lynch November 2011 - June 2013
Arrow Capital Group October 2009 - November 2011
Law Office of Carlos A LLoreda January 2009 - January 2010
JPMorgan Chase May 2008 - August 2008
Education
Florida A&M University
School of Business & Industry Graduate MBA, Finance
Central Connecticut State University
Bachelor of Science Degree, Finance
JP Morgan Chase Bank, N.A August 2013 - Present
Merrill Lynch November 2011 - June 2013
Arrow Capital Group October 2009 - November 2011
Law Office of Carlos A LLoreda January 2009 - January 2010
JPMorgan Chase May 2008 - August 2008
Education
Florida A&M University
School of Business & Industry Graduate MBA, Finance
Central Connecticut State University
Bachelor of Science Degree, Finance
Warren Crosby'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
Wells Fargo Bank, N.A February 2012 - October 2013
Frank Smith Beverages April 2010 - February 2012
Education
Cairn University 2010 — 2015
Master of Arts (M.A.) ( Expected), Religion
Cairn University 2005 — 2009
Bachelor's, Religion
JP Morgan Chase Bank, N.A June 2014 - Present
Wells Fargo Bank, N.A February 2012 - October 2013
Frank Smith Beverages April 2010 - February 2012
Education
Cairn University 2010 — 2015
Master of Arts (M.A.) ( Expected), Religion
Cairn University 2005 — 2009
Bachelor's, Religion
Bob Baldacci's JP Morgan Chase Bank, N.A. Experience February 2009 - Present
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. February 2009 - Present
Bank of America 2008 - 2009
Banc of America Investments 2008 - 2009
Bankofamerica 2008 - 2009
Wachovia Investments 2007 - 2009
Citibank 2003 - 2005
Wamu investments 2000 - 2003
Skills
Investments, Sales, Finance, Coaching, Financial Services, Banking, Strategic Planning, Time Management, Analysis, Employee Training
Education
University of Nebraska College of Medicine 1994 — 1997
none, Medicine
Wayne State College 1991 — 1994
Bachelor of Science, health Science
Norfolk Catholic 1987 — 1991
High school diploma
J.P. Morgan Chase Bank N.A. February 2009 - Present
Bank of America 2008 - 2009
Banc of America Investments 2008 - 2009
Bankofamerica 2008 - 2009
Wachovia Investments 2007 - 2009
Citibank 2003 - 2005
Wamu investments 2000 - 2003
Skills
Investments, Sales, Finance, Coaching, Financial Services, Banking, Strategic Planning, Time Management, Analysis, Employee Training
Education
University of Nebraska College of Medicine 1994 — 1997
none, Medicine
Wayne State College 1991 — 1994
Bachelor of Science, health Science
Norfolk Catholic 1987 — 1991
High school diploma
Darren Chia's JP Morgan Chase Bank, N.A. Experience August 2011 - Present
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. August 2011 - Present
Education
California State University-Fullerton 2004 — 2009
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
J.P. Morgan Chase Bank N.A. August 2011 - Present
Education
California State University-Fullerton 2004 — 2009
Bachelor of Business Administration (B.B.A.), Financial Planning and Services
Nazilia Aliyeva's JP Morgan Chase Bank, N.A. Experience June 2012 - Present
Job J.P. Morgan Chase Bank, N.A.
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. June 2012 - Present
Allstate 2006 - 2011
Prudential 2001 - 2008
Frontera Resources Corporation 1998 - 2001
Chevron 1997 - 1998
McDermott International Inc. 1992 - 1994
Skills
Oil/Gas, Project Coordination, International Mobility, Customer Service, Marketing, Insurance, Human Resources, Business Development
Education
Louisiana Tech University
Marketing
J.P. Morgan Chase Bank, N.A. June 2012 - Present
Allstate 2006 - 2011
Prudential 2001 - 2008
Frontera Resources Corporation 1998 - 2001
Chevron 1997 - 1998
McDermott International Inc. 1992 - 1994
Skills
Oil/Gas, Project Coordination, International Mobility, Customer Service, Marketing, Insurance, Human Resources, Business Development
Education
Louisiana Tech University
Marketing
Gretchen Summe's JP Morgan Chase Bank, N.A. Experience November 2005 - Present
Job J.P. Morgan Chase Bank, N.A.
Industry Investment Banking
Experience
J.P. Morgan Chase Bank, N.A. November 2005 - Present
Chase Investments November 2005 - February 2013
JPMorgan Chase November 2005 - April 2010
Computer Training Center December 2004 - October 2005
Education
Indiana University South Bend 2012 — 2016
Business Administration, Accounting and Finance
Purdue University 1998 — 2002
J.P. Morgan Chase Bank, N.A. November 2005 - Present
Chase Investments November 2005 - February 2013
JPMorgan Chase November 2005 - April 2010
Computer Training Center December 2004 - October 2005
Education
Indiana University South Bend 2012 — 2016
Business Administration, Accounting and Finance
Purdue University 1998 — 2002
Temesa Lewis, MBA's JP Morgan Chase Bank, N.A. Experience October 2011 - January 2015
Job I help individuals and businesses manage and increase cash flow.
Industry Financial Services
Experience
Morning Star Money Management November 2013 - Present
JP Morgan Chase Bank, N.A October 2011 - January 2015
Rise and Shine Daycare December 2006 - September 2008
Wells Fargo January 2003 - May 2006
AT&T August 1998 - April 2002
Skills
Marketing, Customer Service, Public Speaking, Cold Calling, Leadership, Sales, Training
Education
Amberton University 1996 — 1998
MBA, Business Management
University of California, Berkeley 1986 — 1989
BA, Sociology
Morning Star Money Management November 2013 - Present
JP Morgan Chase Bank, N.A October 2011 - January 2015
Rise and Shine Daycare December 2006 - September 2008
Wells Fargo January 2003 - May 2006
AT&T August 1998 - April 2002
Skills
Marketing, Customer Service, Public Speaking, Cold Calling, Leadership, Sales, Training
Education
Amberton University 1996 — 1998
MBA, Business Management
University of California, Berkeley 1986 — 1989
BA, Sociology
Daniel Smales's JP Morgan Chase Bank, N.A. Experience December 2012 - Present
Job Relationship Banker/Small Business Specialist at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. December 2012 - Present
Tikkera.com August 2012 - December 2012
AXA Advisors August 2011 - August 2012
Massage Envy March 2008 - June 2010
ColorGraphics August 2008 - November 2008
Prime Link January 2007 - April 2008
Inn at the Market November 2007 - March 2008
The Harbor Club March 2007 - August 2007
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
University of Phoenix 2008 — 2011
B.S., Business Finance
University of Phoenix 2006 — 2008
A.A, Accounting
Seattle University 2003 — 2005
International Studies
J.P. Morgan Chase Bank, N.A. December 2012 - Present
Tikkera.com August 2012 - December 2012
AXA Advisors August 2011 - August 2012
Massage Envy March 2008 - June 2010
ColorGraphics August 2008 - November 2008
Prime Link January 2007 - April 2008
Inn at the Market November 2007 - March 2008
The Harbor Club March 2007 - August 2007
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Accounting
University of Phoenix 2008 — 2011
B.S., Business Finance
University of Phoenix 2006 — 2008
A.A, Accounting
Seattle University 2003 — 2005
International Studies
Christopher You's JP Morgan Chase Bank, N.A. Experience December 2013 - Present
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. December 2013 - Present
Merrill Lynch 2010 - December 2013
AXA Advisors 2009 - 2010
G.E.S. Academy 2007 - 2008
Morgan Stanley Smith Barney 2006 - 2006
Education
University of California, Santa Cruz 2002 — 2006
Business Management Economics
J.P. Morgan Chase Bank N.A. December 2013 - Present
Merrill Lynch 2010 - December 2013
AXA Advisors 2009 - 2010
G.E.S. Academy 2007 - 2008
Morgan Stanley Smith Barney 2006 - 2006
Education
University of California, Santa Cruz 2002 — 2006
Business Management Economics
Robert Wassler, CAPM's JP Morgan Chase Bank, N.A. Experience December 2011 - Present
Job Project Manager
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. December 2011 - Present
Fidelity Investments October 2010 - June 2011
Fidelity Investments May 2008 - October 2010
Skills
Business Analysis, Financial Analysis, Investments, Banking, Trading, Word, Financial Planning, Negotiation, Spanish, Retirement Planning, Strategic Financial..., Cross-functional Team...
Education
Xavier University 2014 — 2016
Master of Business Administration (M.B.A.), International Business
The Ohio State University 2003 — 2006
B.S. in Business Administration, Finance
J.P. Morgan Chase Bank, N.A. December 2011 - Present
Fidelity Investments October 2010 - June 2011
Fidelity Investments May 2008 - October 2010
Skills
Business Analysis, Financial Analysis, Investments, Banking, Trading, Word, Financial Planning, Negotiation, Spanish, Retirement Planning, Strategic Financial..., Cross-functional Team...
Education
Xavier University 2014 — 2016
Master of Business Administration (M.B.A.), International Business
The Ohio State University 2003 — 2006
B.S. in Business Administration, Finance
Pierre Dualan's JP Morgan Chase Bank, N.A. Experience June 2011 - Present
Job Relationship Banker for J.P. Morgan Chase Bank N.A.
Industry Banking
Experience
J.P. Morgan Chase Bank N.A. June 2011 - Present
Golden State Warriors April 2015 - Present
Golden State Warriors September 2009 - July 2014
Nordstrom September 2010 - June 2011
Nordstrom February 2010 - August 2010
Hollywood Entertainment August 2006 - December 2009
Skills
Sales, Customer Service, Sports Marketing, Event Planning, Social Networking, Strategic Financial..., Marketing, Event Management, Sports Management, Financial Planning, Microsoft Office, Customer Presentations, Relationship Development, Retail, Retail Management, Sales Management, Team Leadership, Leadership, Time Management, Microsoft Excel, Management, CRM, PowerPoint, Teamwork
Education
San Francisco State University, College of Business 2005 — 2009
BS, Business Management, 3.69 GPA
Westmoor High School 2001 — 2005
J.P. Morgan Chase Bank N.A. June 2011 - Present
Golden State Warriors April 2015 - Present
Golden State Warriors September 2009 - July 2014
Nordstrom September 2010 - June 2011
Nordstrom February 2010 - August 2010
Hollywood Entertainment August 2006 - December 2009
Skills
Sales, Customer Service, Sports Marketing, Event Planning, Social Networking, Strategic Financial..., Marketing, Event Management, Sports Management, Financial Planning, Microsoft Office, Customer Presentations, Relationship Development, Retail, Retail Management, Sales Management, Team Leadership, Leadership, Time Management, Microsoft Excel, Management, CRM, PowerPoint, Teamwork
Education
San Francisco State University, College of Business 2005 — 2009
BS, Business Management, 3.69 GPA
Westmoor High School 2001 — 2005
Vince Marino's JP Morgan Chase Bank, N.A. Experience 2002 - Present
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. 2002 - Present
Education
Illinois State University 1996 — 2000
Business
J.P. Morgan Chase Bank N.A. 2002 - Present
Education
Illinois State University 1996 — 2000
Business
Cori Macri's JP Morgan Chase Bank, N.A. Experience October 2003 - July 2009
Job Sales / Business Development
Industry Banking
Experience
JPMorgan Chase & Co. September 2014 - Present
Affinity Federal Credit Union July 2013 - Present
Integrity IT LLC February 2012 - June 2013
Affinity Federal Credit Union August 2009 - February 2012
J.P. Morgan Chase Bank N.A. October 2003 - July 2009
Mellon Financial September 2002 - June 2003
Skills
Management, Small Business, Banking, Loans, Managing multiple..., Building Strong..., Team Building, Building Strong..., Building Professional..., Client Rapport, Business Development, Sales, Customer Service, Credit, Sales Management, Relationship Management, New Business Development, Account Management, Training, Lead Generation, Coaching, B2B, Cold Calling, Direct Sales
Education
Centenary College 2005 — 2008
Master of Business Administration (M.B.A.), Management
Dickinson College 1998 — 2002
Bachelor of Arts (B.A.), Political Science
JPMorgan Chase & Co. September 2014 - Present
Affinity Federal Credit Union July 2013 - Present
Integrity IT LLC February 2012 - June 2013
Affinity Federal Credit Union August 2009 - February 2012
J.P. Morgan Chase Bank N.A. October 2003 - July 2009
Mellon Financial September 2002 - June 2003
Skills
Management, Small Business, Banking, Loans, Managing multiple..., Building Strong..., Team Building, Building Strong..., Building Professional..., Client Rapport, Business Development, Sales, Customer Service, Credit, Sales Management, Relationship Management, New Business Development, Account Management, Training, Lead Generation, Coaching, B2B, Cold Calling, Direct Sales
Education
Centenary College 2005 — 2008
Master of Business Administration (M.B.A.), Management
Dickinson College 1998 — 2002
Bachelor of Arts (B.A.), Political Science
Richard Hugo's JP Morgan Chase Bank, N.A. Experience July 1983 - July 2012
Job Senior Vice President and Personal Trust Manager at Associated Bank Private Client Services
Industry Financial Services
Experience
Associated Bank Private Client Services July 2014 - Present
R. D. and Linda Peters Foundation, Inc. 1990 - Present
J.P. Morgan Chase Bank, N.A. July 1983 - July 2012
Arthur Andersen and Company June 1980 - July 1983
Skills
Investments, Portfolio Management, Strategic Planning, Budgets, Management, Financial Analysis, Strategic Financial..., Tax, Risk Management, Due Diligence, Accounting, Financial Reporting, Nonprofits, Forecasting, Wealth Management
Education
Marquette University 1977 — 1980
Juris Doctor
Marquette University 1973 — 1977
Bachelor of Science degree, Accounting
Associated Bank Private Client Services July 2014 - Present
R. D. and Linda Peters Foundation, Inc. 1990 - Present
J.P. Morgan Chase Bank, N.A. July 1983 - July 2012
Arthur Andersen and Company June 1980 - July 1983
Skills
Investments, Portfolio Management, Strategic Planning, Budgets, Management, Financial Analysis, Strategic Financial..., Tax, Risk Management, Due Diligence, Accounting, Financial Reporting, Nonprofits, Forecasting, Wealth Management
Education
Marquette University 1977 — 1980
Juris Doctor
Marquette University 1973 — 1977
Bachelor of Science degree, Accounting
Miriam Reynoso's JP Morgan Chase Bank, N.A. Experience May 2011 - Present
Job Relationship Banker
Industry Higher Education
Experience
JP Morgan Chase Bank, N.A May 2011 - Present
Merril Lynch June 2008 - August 2008
College Newman Library November 2005 - May 2008
Avon Company January 2007 - February 2008
Enterprise: Fantasy Gifts September 2002 - June 2004
Baruch College Technology Lab 2004 - 2004
JP Morgan Chase July 2003 - August 2003
Skills
Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Access, Microsoft Word, Accounts Payable, Accounting, Finance, Account Reconciliation, Spanish, Spreadsheets, Banking, Marketing
Education
BARUCH COLLEGE / City University of New York (CUNY) 2004 — 2010
Bachelor, Business Administration; Finance and Investments
Baruch College, City University of New York (CUNY) 2004 — 2010
BBA, FINANCE AND INVESTMENTS
JP Morgan Chase Bank, N.A May 2011 - Present
Merril Lynch June 2008 - August 2008
College Newman Library November 2005 - May 2008
Avon Company January 2007 - February 2008
Enterprise: Fantasy Gifts September 2002 - June 2004
Baruch College Technology Lab 2004 - 2004
JP Morgan Chase July 2003 - August 2003
Skills
Customer Service, Microsoft Excel, Financial Analysis, PowerPoint, Access, Microsoft Word, Accounts Payable, Accounting, Finance, Account Reconciliation, Spanish, Spreadsheets, Banking, Marketing
Education
BARUCH COLLEGE / City University of New York (CUNY) 2004 — 2010
Bachelor, Business Administration; Finance and Investments
Baruch College, City University of New York (CUNY) 2004 — 2010
BBA, FINANCE AND INVESTMENTS
Nicholas Low's JP Morgan Chase Bank, N.A. Experience June 2011 - Present
Job Private Client Advisor, J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. June 2011 - Present
Merrill Lynch October 2008 - June 2011
Tetra Surveys and Appraisals May 2005 - November 2008
Skills
Analysis, Customer Service, Data Analysis, Economics, Finance, Financial Analysis, Financial Modeling, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Time Management, Wealth Management
Education
University of Houston 2000 — 2005
BA, Public Relations / Economics
J.P. Morgan Chase Bank, N.A. June 2011 - Present
Merrill Lynch October 2008 - June 2011
Tetra Surveys and Appraisals May 2005 - November 2008
Skills
Analysis, Customer Service, Data Analysis, Economics, Finance, Financial Analysis, Financial Modeling, Investments, Management, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Time Management, Wealth Management
Education
University of Houston 2000 — 2005
BA, Public Relations / Economics
Felicia Talbert's JP Morgan Chase Bank, N.A. Experience March 2007 - March 2010
Job Accounting Professional 2
Industry Civil Engineering
Experience
CH2M May 2012 - Present
W.O.M.B. Child Care April 2010 - April 2012
J.P. Morgan Chase Bank, N.A. March 2007 - March 2010
Integrated Investment Services, Inc. (A member of Western & Southern Financial Group) February 2006 - March 2007
Integrated Investment Services, Inc. (A member of Western & Southern Financial Group) February 2003 - January 2006
Integrated Investment Services, Inc. (A member of Western & Southern Financial Group) February 2000 - January 2003
Integrated Investment Services, Inc. (A member of Western & Southern Financial Group) November 1999 - January 2000
Skills
Financial Reporting, Financial Analysis, General Ledger, Reconciliation, Compliance, Accounting, Internal Controls, Excel, Bloomberg, Access, Budgeting, Word, Outlook, PowerPoint, Equities, Financial Accounting, Accruals, Pricing, Account Reconciliation, SOX, Auditing, Quickbooks, IFRS, Internal Audit, Spreadsheets, Mutual Funds, GAAP, Microsoft Office, Customer Relations, Microsoft Excel, Management, Investments, Customer Service
Education
University of Cincinnati College of Business 1982 — 1990
BBA, Marketing
CH2M May 2012 - Present
W.O.M.B. Child Care April 2010 - April 2012
J.P. Morgan Chase Bank, N.A. March 2007 - March 2010
Integrated Investment Services, Inc. (A member of Western & Southern Financial Group) February 2006 - March 2007
Integrated Investment Services, Inc. (A member of Western & Southern Financial Group) February 2003 - January 2006
Integrated Investment Services, Inc. (A member of Western & Southern Financial Group) February 2000 - January 2003
Integrated Investment Services, Inc. (A member of Western & Southern Financial Group) November 1999 - January 2000
Skills
Financial Reporting, Financial Analysis, General Ledger, Reconciliation, Compliance, Accounting, Internal Controls, Excel, Bloomberg, Access, Budgeting, Word, Outlook, PowerPoint, Equities, Financial Accounting, Accruals, Pricing, Account Reconciliation, SOX, Auditing, Quickbooks, IFRS, Internal Audit, Spreadsheets, Mutual Funds, GAAP, Microsoft Office, Customer Relations, Microsoft Excel, Management, Investments, Customer Service
Education
University of Cincinnati College of Business 1982 — 1990
BBA, Marketing
Gregory Hubbard, CPA's JP Morgan Chase Bank, N.A. Experience 1995 - 1997
Job Certified Public Accountant at Mark Burton, P.L.L.C.
Industry Banking
Experience
Mark Burton, P.L.L.C. 2014 - Present
First Community Bank - Texas March 2013 - December 2013
PNC Bank (Formerly RBC Bank USA) June 2007 - December 2012
JPMorgan Chase Bank, N.A. January 2002 - June 2007
JPMorgan Chase Bank, N.A. 1997 - 2002
J.P. Morgan Chase Bank, N.A. 1995 - 1997
J.P. Morgan Chase Bank, N.A. 1992 - 1995
Skills
Commercial Lending, Loans, Banking, Credit, Commercial Banking, Financial Analysis, Treasury Management, Credit Risk, Consumer Lending, Loan Origination, Risk Management, Financial Risk, Operations Management, Disaster Recovery, Accounting, Department Budgeting, Accounts Payable, Accounts Receivable, Accounting Management, Merger Integration, System Conversion, Vendor Management, Program Management, Finance, Portfolio Management, Mortgage Lending, Mergers & Acquisitions, Acquisition Integration, Lines Of Credit, Loan Servicing, Mergers
Education
University of Houston 1987 — 1991
BBA, Accounting
Mark Burton, P.L.L.C. 2014 - Present
First Community Bank - Texas March 2013 - December 2013
PNC Bank (Formerly RBC Bank USA) June 2007 - December 2012
JPMorgan Chase Bank, N.A. January 2002 - June 2007
JPMorgan Chase Bank, N.A. 1997 - 2002
J.P. Morgan Chase Bank, N.A. 1995 - 1997
J.P. Morgan Chase Bank, N.A. 1992 - 1995
Skills
Commercial Lending, Loans, Banking, Credit, Commercial Banking, Financial Analysis, Treasury Management, Credit Risk, Consumer Lending, Loan Origination, Risk Management, Financial Risk, Operations Management, Disaster Recovery, Accounting, Department Budgeting, Accounts Payable, Accounts Receivable, Accounting Management, Merger Integration, System Conversion, Vendor Management, Program Management, Finance, Portfolio Management, Mortgage Lending, Mergers & Acquisitions, Acquisition Integration, Lines Of Credit, Loan Servicing, Mergers
Education
University of Houston 1987 — 1991
BBA, Accounting
Michael Zdenek's JP Morgan Chase Bank, N.A. Experience July 2015 - Present
Job Private Client Investment Associate
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. July 2015 - Present
J.P. Morgan Chase Bank, N.A. September 2014 - July 2015
Northwestern Mutual May 2012 - August 2012
AXA Advisors June 2010 - August 2011
The Home Depot October 2010 - March 2011
Skills
PowerPoint, Word, Microsoft Office, Access, Excel, Microsoft Excel, Microsoft Word, Customer Service, Leadership, Public Speaking, Sales, Time Management
Education
Texas A&M University 2009 — 2013
Bachelor's degree, Economics
Memorial Senior High 2005 — 2009
J.P. Morgan Chase Bank, N.A. July 2015 - Present
J.P. Morgan Chase Bank, N.A. September 2014 - July 2015
Northwestern Mutual May 2012 - August 2012
AXA Advisors June 2010 - August 2011
The Home Depot October 2010 - March 2011
Skills
PowerPoint, Word, Microsoft Office, Access, Excel, Microsoft Excel, Microsoft Word, Customer Service, Leadership, Public Speaking, Sales, Time Management
Education
Texas A&M University 2009 — 2013
Bachelor's degree, Economics
Memorial Senior High 2005 — 2009
Lin Buencamino's JP Morgan Chase Bank, N.A. Experience June 2013 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JP Morgan Chase Bank, N.A June 2013 - Present
JP Morgan Chase Bank, N.A March 2009 - June 2013
Education
California State University-Sacramento
JP Morgan Chase Bank, N.A June 2013 - Present
JP Morgan Chase Bank, N.A March 2009 - June 2013
Education
California State University-Sacramento
Sudip Jha's JP Morgan Chase Bank, N.A. Experience August 2015 - Present
Job VP Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. August 2015 - Present
E*TRADE Financial Corporation June 2013 - August 2015
Fisher Investments December 2012 - June 2013
Merrill Lynch June 2011 - November 2012
Charles Schwab May 2007 - September 2010
Kaiser 1994 - 1995
Kaiser 1994 - 1995
Skills
Investments, Asset Management, Series 7, Mutual Funds, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Fixed Income, Asset Allocation, Valuation, Equities, Wealth Management, Strategic Financial..., Bloomberg
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
Saint Mary's College of California 2007 — 2008
M.S., Finance
University of California, Davis
B.A., Economics
J.P. Morgan Chase Bank, N.A. August 2015 - Present
E*TRADE Financial Corporation June 2013 - August 2015
Fisher Investments December 2012 - June 2013
Merrill Lynch June 2011 - November 2012
Charles Schwab May 2007 - September 2010
Kaiser 1994 - 1995
Kaiser 1994 - 1995
Skills
Investments, Asset Management, Series 7, Mutual Funds, Alternative Investments, Financial Modeling, Financial Analysis, Portfolio Management, Fixed Income, Asset Allocation, Valuation, Equities, Wealth Management, Strategic Financial..., Bloomberg
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
Saint Mary's College of California 2007 — 2008
M.S., Finance
University of California, Davis
B.A., Economics
James Titus's JP Morgan Chase Bank, N.A. Experience November 2013 - Present
Job
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. November 2013 - Present
Geneva Trading April 2011 - October 2013
BELL TRADING, LLC January 2007 - March 2011
R&H Management/JP Morgan Chase January 2000 - January 2007
Bank One January 1996 - January 2000
Education
Illinois Institute of Technology - Center for Law and Financial Markets
Illinois State University
B.S., Finance
J.P. Morgan Chase Bank, N.A. November 2013 - Present
Geneva Trading April 2011 - October 2013
BELL TRADING, LLC January 2007 - March 2011
R&H Management/JP Morgan Chase January 2000 - January 2007
Bank One January 1996 - January 2000
Education
Illinois Institute of Technology - Center for Law and Financial Markets
Illinois State University
B.S., Finance
Matthew Eovino's JP Morgan Chase Bank, N.A. Experience April 2013 - Present
Job Private Client Banker at J.P. Morgan Chase Bank, N.A.
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. April 2013 - Present
Chase Bank September 2011 - April 2013
Education
San Diego State University-California State University 2006 — 2011
Bachelors, Economics, Finance
J.P. Morgan Chase Bank, N.A. April 2013 - Present
Chase Bank September 2011 - April 2013
Education
San Diego State University-California State University 2006 — 2011
Bachelors, Economics, Finance
Nicholas Van Noort's JP Morgan Chase Bank, N.A. Experience November 2014 - July 2015
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
J.P. Morgan Chase Bank N.A. November 2014 - July 2015
MassMutual Financial Group November 2012 - September 2014
US Army/ National Guard August 2003 - November 2013
Education
University of Phoenix 2012 — 2015
Bachelor’s Degree, Business/Finance
Fidelity Investments August 2015 - Present
J.P. Morgan Chase Bank N.A. November 2014 - July 2015
MassMutual Financial Group November 2012 - September 2014
US Army/ National Guard August 2003 - November 2013
Education
University of Phoenix 2012 — 2015
Bachelor’s Degree, Business/Finance
Abby Ayutsede's JP Morgan Chase Bank, N.A. Experience November 2011 - Present
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. November 2011 - Present
Fountain of Grace January 2009 - August 2011
Commonwealth of Massachusetts March 2009 - September 2009
Bank of America April 2002 - March 2009
John Hancock November 1998 - January 2002
Education
University of Phoenix
MBA, Business Administration
Yaba College of Technology
Bachelor of Arts, Textile Design
J.P. Morgan Chase Bank N.A. November 2011 - Present
Fountain of Grace January 2009 - August 2011
Commonwealth of Massachusetts March 2009 - September 2009
Bank of America April 2002 - March 2009
John Hancock November 1998 - January 2002
Education
University of Phoenix
MBA, Business Administration
Yaba College of Technology
Bachelor of Arts, Textile Design
Brandon Shen's JP Morgan Chase Bank, N.A. Experience March 2012 - Present
Job AVP, Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. March 2012 - Present
Standard Chartered Private Bank August 2009 - July 2012
BMWines May 2008 - April 2009
Bank of America December 2006 - May 2008
BaiLi Enterprise Inc., Fast Food January 2005 - November 2006
Skills
Insurance, FX Options, Private Banking, Consumer Lending, Portfolio Management, Management, Equities, Financial Markets, Finance
Education
University of Southern California 2004 — 2006
Bachelor of Science, Business Administration
Pasadena City College 2001 — 2003
2 Years program, Prebusiness
J.P. Morgan Chase Bank, N.A. March 2012 - Present
Standard Chartered Private Bank August 2009 - July 2012
BMWines May 2008 - April 2009
Bank of America December 2006 - May 2008
BaiLi Enterprise Inc., Fast Food January 2005 - November 2006
Skills
Insurance, FX Options, Private Banking, Consumer Lending, Portfolio Management, Management, Equities, Financial Markets, Finance
Education
University of Southern California 2004 — 2006
Bachelor of Science, Business Administration
Pasadena City College 2001 — 2003
2 Years program, Prebusiness
Adam Skotnicki's JP Morgan Chase Bank, N.A. Experience March 2004 - Present
Job VP Private Client Advisor J.P. Morgan Chase Bank N.A.
Industry
Experience
J.P. Morgan Chase Bank N.A. March 2004 - Present
Education
Benedictine University 2008 — 2009
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
J.P. Morgan Chase Bank N.A. March 2004 - Present
Education
Benedictine University 2008 — 2009
MBA, Finance
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Beth Motz's JP Morgan Chase Bank, N.A. Experience September 2008 - Present
Job Private Client Investment Associate
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. September 2008 - Present
Holiday Rambler March 1987 - September 2008
Skills
Series 7, Series 66
Education
Purdue University 1982 — 1986
Bachelor of Science (B.S.)
J.P. Morgan Chase Bank N.A. September 2008 - Present
Holiday Rambler March 1987 - September 2008
Skills
Series 7, Series 66
Education
Purdue University 1982 — 1986
Bachelor of Science (B.S.)
Delia Luna's JP Morgan Chase Bank, N.A. Experience 2012 - July 2014
Job Owner at 9Round Kickboxing Fitness
Industry Health, Wellness and Fitness
Experience
9Round Kickboxing Fitness September 2013 - Present
J.P. Morgan Chase Bank, N.A. 2012 - July 2014
JP Morgan Asset Management 2010 - 2011
JP Morgan Asset Management 2009 - 2010
Chase Home Lending 2005 - 2009
Skills
Investments, Loans, Banking, Credit, Private Banking, Customer Service, Series 63, Finance, Sales, Series 7
Education
Marquette University 2000 — 2004
BA, Advertising
9Round Kickboxing Fitness September 2013 - Present
J.P. Morgan Chase Bank, N.A. 2012 - July 2014
JP Morgan Asset Management 2010 - 2011
JP Morgan Asset Management 2009 - 2010
Chase Home Lending 2005 - 2009
Skills
Investments, Loans, Banking, Credit, Private Banking, Customer Service, Series 63, Finance, Sales, Series 7
Education
Marquette University 2000 — 2004
BA, Advertising
Steven Varlas's JP Morgan Chase Bank, N.A. Experience July 2011 - Present
Job Visionary
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. July 2011 - Present
Edboost October 2007 - June 2008
Restoration Hardware March 2007 - August 2007
Education
Saint Mary's College of California 2008 — 2010
BS, Business Marketing
Loyola Marymount University 2006 — 2008
J.P. Morgan Chase Bank, N.A. July 2011 - Present
Edboost October 2007 - June 2008
Restoration Hardware March 2007 - August 2007
Education
Saint Mary's College of California 2008 — 2010
BS, Business Marketing
Loyola Marymount University 2006 — 2008
Jessica LeVan, CFP®'s JP Morgan Chase Bank, N.A. Experience May 2013 - Present
Job Private Client Advisor, Vice President at J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. May 2013 - Present
Education
Golden Gate University 2004 — 2008
MS, Financial Planning
San Jose State University 2001 — 2003
Bachelor of Science, Finance
J.P. Morgan Chase Bank N.A. May 2013 - Present
Education
Golden Gate University 2004 — 2008
MS, Financial Planning
San Jose State University 2001 — 2003
Bachelor of Science, Finance
Amie Fontenot's JP Morgan Chase Bank, N.A. Experience June 2005 - Present
Job Relationship Banker
Industry Banking
Experience
JP Morgan Chase Bank, N.A June 2005 - Present
Education
University of Denver 2008 — 2011
Bachelor of Arts, Sociology
JP Morgan Chase Bank, N.A June 2005 - Present
Education
University of Denver 2008 — 2011
Bachelor of Arts, Sociology
John Mullarkey's JP Morgan Chase Bank, N.A. Experience July 2010 - Present
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. July 2010 - Present
JPMorgan Chase Bank, N.A. - JPMorgan Chase June 2009 - July 2010
Education
University of Illinois Springfield 2009 — 2011
BA
The University of Connecticut 2000 — 2001
J.P. Morgan Chase Bank, N.A. July 2010 - Present
JPMorgan Chase Bank, N.A. - JPMorgan Chase June 2009 - July 2010
Education
University of Illinois Springfield 2009 — 2011
BA
The University of Connecticut 2000 — 2001
Gardner P Bogle's JP Morgan Chase Bank, N.A. Experience July 2012 - Present
Job JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. July 2012 - Present
Citi Global Markets May 2010 - July 2012
HSBC September 2008 - May 2010
JPMorgan Chase June 2003 - September 2008
Education
Texas A&M University 1976 — 1978
Geochemical Oceanography, Oceanography, Chemical and Physical, attended
University of Arkansas at Fayetteville 1970 — 1974
Bachelor of Science (B.S.), Chemistry /Psycology, Completed/ Sheep Skin
J.P. Morgan Chase Bank N.A. July 2012 - Present
Citi Global Markets May 2010 - July 2012
HSBC September 2008 - May 2010
JPMorgan Chase June 2003 - September 2008
Education
Texas A&M University 1976 — 1978
Geochemical Oceanography, Oceanography, Chemical and Physical, attended
University of Arkansas at Fayetteville 1970 — 1974
Bachelor of Science (B.S.), Chemistry /Psycology, Completed/ Sheep Skin
Joseph Cifarelli'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
Forefront Capital February 2013 - September 2013
DuPasquier & Co September 2011 - January 2013
Newedge January 2008 - August 2011
Meridian Equity Partners April 2006 - January 2008
Lehman Brothers 1999 - 2006
New York Capital Markets Inc January 1985 - June 1999
Education
Iona College 1978 — 1982
bs, Finance
holy cross high school
holy cross high school
JP Morgan Chase Bank, N.A May 2014 - Present
Forefront Capital February 2013 - September 2013
DuPasquier & Co September 2011 - January 2013
Newedge January 2008 - August 2011
Meridian Equity Partners April 2006 - January 2008
Lehman Brothers 1999 - 2006
New York Capital Markets Inc January 1985 - June 1999
Education
Iona College 1978 — 1982
bs, Finance
holy cross high school
holy cross high school
Kai-Tsun Chan's JP Morgan Chase Bank, N.A. Experience September 2014 - Present
Job IFS Banker
Industry Banking
Experience
J.P. Morgan Chase Bank N.A. September 2014 - Present
J.P. Morgan Chase Bank N.A. September 2012 - August 2014
OEC Group April 2012 - August 2012
Welforth Inc. August 2003 - August 2012
Real Estate Education Center (REEDC.com) October 2007 - August 2010
Education
Queens College 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Stony Brook University 2006 — 2007
Engineering
J.P. Morgan Chase Bank N.A. September 2014 - Present
J.P. Morgan Chase Bank N.A. September 2012 - August 2014
OEC Group April 2012 - August 2012
Welforth Inc. August 2003 - August 2012
Real Estate Education Center (REEDC.com) October 2007 - August 2010
Education
Queens College 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Stony Brook University 2006 — 2007
Engineering
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
Malgorzata Bujdasz's JP Morgan Chase Bank, N.A. Experience January 2014 - Present
Job Relationship Banker, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A January 2014 - Present
JP Morgan Chase Bank, N.A. March 2013 - Present
JP Morgan Chase Bank, N.A. April 2012 - March 2013
polish and slavic federal credit union November 2009 - April 2012
Education
City Colleges of Chicago-Wilbur Wright College 2009 — 2012
Associate in Business Administration
JP Morgan Chase Bank, N.A January 2014 - Present
JP Morgan Chase Bank, N.A. March 2013 - Present
JP Morgan Chase Bank, N.A. April 2012 - March 2013
polish and slavic federal credit union November 2009 - April 2012
Education
City Colleges of Chicago-Wilbur Wright College 2009 — 2012
Associate in Business Administration
Spencer Childers's JP Morgan Chase Bank, N.A. Experience May 2015 - Present
Job Private Client Banking
Industry Banking
Experience
J.P. Morgan Chase Bank N.A. May 2015 - Present
J.P. Morgan Chase Bank N.A. May 2014 - April 2015
Best Buy October 2007 - August 2012
Skills
Access, Time Management, Financial Analysis, Finance, Leadership, Microsoft Excel, Data Analysis, PowerPoint, Teamwork, Customer Service, Microsoft Office, Sales, Financial Modeling, Microsoft Word, Cash Management, Accounting, Banking, Retail, Customer Satisfaction, Team Leadership
Education
Purdue University 2009 — 2013
Bachelor of Science, Business Management
J.P. Morgan Chase Bank N.A. May 2015 - Present
J.P. Morgan Chase Bank N.A. May 2014 - April 2015
Best Buy October 2007 - August 2012
Skills
Access, Time Management, Financial Analysis, Finance, Leadership, Microsoft Excel, Data Analysis, PowerPoint, Teamwork, Customer Service, Microsoft Office, Sales, Financial Modeling, Microsoft Word, Cash Management, Accounting, Banking, Retail, Customer Satisfaction, Team Leadership
Education
Purdue University 2009 — 2013
Bachelor of Science, Business Management
Ellis Caspary's JP Morgan Chase Bank, N.A. Experience January 1994 - October 2003
Job Real Estate Investor
Industry Real Estate
Experience
Self-employed February 2005 - Present
J.P. Morgan Chase Bank, N.A. January 1994 - October 2003
Education
Michigan Technological University 1984 — 1988
Liberal Arts, Cultural History, 3.0
Self-employed February 2005 - Present
J.P. Morgan Chase Bank, N.A. January 1994 - October 2003
Education
Michigan Technological University 1984 — 1988
Liberal Arts, Cultural History, 3.0
Kyle Minerva's JP Morgan Chase Bank, N.A. Experience November 2014 - Present
Job Student at University of Delaware
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. November 2014 - Present
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance and Economics
J.P. Morgan Chase Bank, N.A. November 2014 - Present
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance and Economics
Francesko Kristovich's JP Morgan Chase Bank, N.A. Experience September 2012 - Present
Job Private Client Advisor at J.P. Morgan Chase Bank N.A.
Industry Investment Management
Experience
J.P. Morgan Chase Bank N.A. September 2012 - Present
Chase Investment Services Corporation March 2010 - September 2012
WaMu Investments May 2008 - March 2010
Wells Fargo Advisors February 2005 - May 2008
Education
San Jose State University 2003 — 2005
Bachelor's degree, Business Administration with a Finance Concentration
Rochester Institute of Technology 2000 — 2002
Associate's degree, Hospitality Tourism/Management
J.P. Morgan Chase Bank N.A. September 2012 - Present
Chase Investment Services Corporation March 2010 - September 2012
WaMu Investments May 2008 - March 2010
Wells Fargo Advisors February 2005 - May 2008
Education
San Jose State University 2003 — 2005
Bachelor's degree, Business Administration with a Finance Concentration
Rochester Institute of Technology 2000 — 2002
Associate's degree, Hospitality Tourism/Management
Jason Kimbrough's JP Morgan Chase Bank, N.A. Experience March 2010 - Present
Job Relationship Banker
Industry Banking
Experience
J.P. Morgan Chase Bank N.A. March 2010 - Present
Farmers Insurance January 2009 - March 2010
Allstate March 2005 - December 2009
Education
The University of Texas at Dallas 1999 — 2002
BS, Business Administration and Management, General
J.P. Morgan Chase Bank N.A. March 2010 - Present
Farmers Insurance January 2009 - March 2010
Allstate March 2005 - December 2009
Education
The University of Texas at Dallas 1999 — 2002
BS, Business Administration and Management, General
Eduardo R Gonzalez, Jr.'s JP Morgan Chase Bank, N.A. Experience July 2013 - Present
Job Private Client Advisor at JP Morgan Chase Bank, N.A
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A July 2013 - Present
Education
Florida International University - College of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance
JP Morgan Chase Bank, N.A July 2013 - Present
Education
Florida International University - College of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Laurie Osborne's JP Morgan Chase Bank, N.A. Experience April 1981 - Present
Job AVPDealer Commercial Services at J.P. Morgan Chase Bank, N.A.
Industry Banking
Experience
J.P. Morgan Chase Bank, N.A. April 1981 - Present
Education
Northwood University 1978 — 1980
Associate's degree, Business Administration and Management, General
J.P. Morgan Chase Bank, N.A. April 1981 - Present
Education
Northwood University 1978 — 1980
Associate's degree, Business Administration and Management, General
DAVID KLICS's JP Morgan Chase Bank, N.A. Experience February 2008 - Present
Job V.P. PRIVATE CLIENT ADVISOR at J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. February 2008 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Psychology and Economics
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Applied Science (BASc), Psychology And Economics
J.P. Morgan Chase Bank N.A. February 2008 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Psychology and Economics
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Applied Science (BASc), Psychology And Economics
Shyamal Vyas's JP Morgan Chase Bank, N.A. Experience March 2010 - Present
Job Relationship Business Banker at J.P. Morgan Chase Bank, N.A
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. March 2010 - Present
J.P. Morgan Chase Bank, N.A. March 2010 - Present
Education
University of Mumbai 1997 — 2001
Bachelor of Commerce (B.Com.), Accounting and Business/Management
George Brown College
J.P. Morgan Chase Bank, N.A. March 2010 - Present
J.P. Morgan Chase Bank, N.A. March 2010 - Present
Education
University of Mumbai 1997 — 2001
Bachelor of Commerce (B.Com.), Accounting and Business/Management
George Brown College
Chase
Sallie Mae
Chase Bank
JPMorgan Chase Bank, N.A.
Chase Manhattan Bank
The Chase Manhattan Bank
BankAtlantic
Encore Capital Group