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
Robert Valdez Robert Valdez's JP Morgan Chase Bank, N.A. Experience March 2013 - Present
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, NA March 2013 - Present
RAMA Foundation January 2011 - Present
Merrill Lynch March 2012 - March 2013
ING March 2011 - March 2012
Education
Stanford University
Energy Innovation and Emerging Technologies
College for Financial Planning
Chartered Retirement Planning Counselor
University of Washington 2001 — 2006
Bachelor's Degree
J.P. Morgan Chase Bank, NA March 2013 - Present
RAMA Foundation January 2011 - Present
Merrill Lynch March 2012 - March 2013
ING March 2011 - March 2012
Education
Stanford University
Energy Innovation and Emerging Technologies
College for Financial Planning
Chartered Retirement Planning Counselor
University of Washington 2001 — 2006
Bachelor's Degree
Nicholas Grose Nicholas Grose's JP Morgan Chase Bank, N.A. Experience September 2012 - Present
Job Private Client Advisor at J.P. Morgan Chase Bank NA
Industry Investment Banking
Experience
J.P. Morgan Chase Bank NA September 2012 - Present
Chase Investment Services Corp June 2010 - September 2012
Key Bank June 2008 - May 2009
Bank of the West January 2008 - June 2008
Woodbury Financial January 2007 - January 2008
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
J.P. Morgan Chase Bank NA September 2012 - Present
Chase Investment Services Corp June 2010 - September 2012
Key Bank June 2008 - May 2009
Bank of the West January 2008 - June 2008
Woodbury Financial January 2007 - January 2008
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
Kelly Pierce Kelly Pierce's JP Morgan Chase Bank, N.A. Experience January 2011 - Present
Job Private Client Advisor at JP Morgan Bank, NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank, NA January 2011 - Present
JPMorgan Chase May 2004 - January 2011
Key Bank March 2001 - May 2004
Education
The University of Akron 1996 — 2000
Bachelor of Science (B.S.), Financial Services/Corporate Finance/Economics
J.P. Morgan Chase Bank, NA January 2011 - Present
JPMorgan Chase May 2004 - January 2011
Key Bank March 2001 - May 2004
Education
The University of Akron 1996 — 2000
Bachelor of Science (B.S.), Financial Services/Corporate Finance/Economics
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
Matthew Case Matthew Case's JP Morgan Chase Bank, N.A. Experience May 2012 - December 2013
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
TIAA-CREF January 2014 - September 2015
Par 4 Advertising April 2007 - December 2014
J.P. Morgan Chase Bank NA May 2012 - December 2013
Manning & Napier Advisors June 2010 - April 2012
Merrill Lynch January 2009 - August 2009
Skills
Wealth Management, Entrepreneurship, Retirement Planning, Asset Allocation, Personal Financial..., Estate Planning, Investments, Advertising, Financial Analysis, Series 7, Mutual Funds
Education
Nazareth College of Rochester 2006 — 2010
BS, Business Administration ; Economics ; Minor Finance
Baldwinsville
TIAA-CREF September 2015 - Present
TIAA-CREF January 2014 - September 2015
Par 4 Advertising April 2007 - December 2014
J.P. Morgan Chase Bank NA May 2012 - December 2013
Manning & Napier Advisors June 2010 - April 2012
Merrill Lynch January 2009 - August 2009
Skills
Wealth Management, Entrepreneurship, Retirement Planning, Asset Allocation, Personal Financial..., Estate Planning, Investments, Advertising, Financial Analysis, Series 7, Mutual Funds
Education
Nazareth College of Rochester 2006 — 2010
BS, Business Administration ; Economics ; Minor Finance
Baldwinsville
Jeff Slattery Jeff Slattery's JP Morgan Chase Bank, N.A. Experience January 2003 - Present
Job Executive Director Market Director J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan Chase Bank, NA January 2003 - Present
Banc One Securities Corporation August 1999 - January 2003
Citigroup March 1998 - July 1999
Harrahs Casino Joliet May 1993 - March 1998
Education
Illinois State University
Finance
J.P. Morgan Chase Bank, NA January 2003 - Present
Banc One Securities Corporation August 1999 - January 2003
Citigroup March 1998 - July 1999
Harrahs Casino Joliet May 1993 - March 1998
Education
Illinois State University
Finance
Jedd Goldinger Jedd Goldinger's JP Morgan Chase Bank, N.A. Experience October 2012 - Present
Job Private Client Advisor at JPMorgan Chase Bank NA
Industry Investment Management
Experience
J.P. Morgan Chase Bank NA October 2012 - Present
Chase Investment Services Co September 2009 - September 2012
JPMorgan Chase Bank NA August 2007 - August 2009
Maxim Group January 2007 - July 2007
Education
University of South Florida - College of Business Administration 2002 — 2006
BS, Economics
American College of Greece 2005 — 2005
International Business
J.P. Morgan Chase Bank NA October 2012 - Present
Chase Investment Services Co September 2009 - September 2012
JPMorgan Chase Bank NA August 2007 - August 2009
Maxim Group January 2007 - July 2007
Education
University of South Florida - College of Business Administration 2002 — 2006
BS, Economics
American College of Greece 2005 — 2005
International Business
Michael J Weinstein Michael J Weinstein's JP Morgan Chase Bank, N.A. Experience February 2013 - Present
Job Vice President Private Client Advisor at J.P. Morgan Chase Bank, NA
Industry Investment Management
Experience
J.P. Morgan Chase Bank, NA February 2013 - Present
David Lerner Associates, inc. April 2011 - December 2012
SMA Distributors Inc November 1990 - April 2011
Interstate Cigar Co. (HBC Division), Westbury, NY September 1986 - November 1990
Blinn Wholesale Drug Co., Brooklyn, NY June 1983 - September 1986
SP Drug Company, Brooklyn, NY April 1982 - June 1983
LS Amster & Co (HBC Division) a division of Interstate Cigar Co., Westbury, NY May 1978 - April 1982
Education
Kingsborough Community College
J.P. Morgan Chase Bank, NA February 2013 - Present
David Lerner Associates, inc. April 2011 - December 2012
SMA Distributors Inc November 1990 - April 2011
Interstate Cigar Co. (HBC Division), Westbury, NY September 1986 - November 1990
Blinn Wholesale Drug Co., Brooklyn, NY June 1983 - September 1986
SP Drug Company, Brooklyn, NY April 1982 - June 1983
LS Amster & Co (HBC Division) a division of Interstate Cigar Co., Westbury, NY May 1978 - April 1982
Education
Kingsborough Community College
Neczar Sarouli Neczar Sarouli's JP Morgan Chase Bank, N.A. Experience April 2014 - April 2015
Job Client Associate
Industry Financial Services
Experience
Hitchcock Rosenfield Investment Group of Wells Fargo Advisors May 2015 - Present
JP Morgan Chase Bank, N.A April 2014 - April 2015
Edward Jones November 2013 - February 2014
Education
University of San Francisco 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Hitchcock Rosenfield Investment Group of Wells Fargo Advisors May 2015 - Present
JP Morgan Chase Bank, N.A April 2014 - April 2015
Edward Jones November 2013 - February 2014
Education
University of San Francisco 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Richard Vega Richard Vega's JP Morgan Chase Bank, N.A. Experience March 2015 - Present
Job Vice President | Private Client Advisor at JPMorgan Chase Bank NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA March 2015 - Present
JPMorgan Securities LLC July 2013 - February 2015
Prudential Financial October 2010 - July 2013
Tweeter October 2007 - December 2008
BrandsMart USA April 2007 - October 2007
Education
The American College 2012 — 2013
Financial Planning and Services
Florida International University 2005 — 2006
J.P. Morgan Chase Bank NA March 2015 - Present
JPMorgan Securities LLC July 2013 - February 2015
Prudential Financial October 2010 - July 2013
Tweeter October 2007 - December 2008
BrandsMart USA April 2007 - October 2007
Education
The American College 2012 — 2013
Financial Planning and Services
Florida International University 2005 — 2006
Leon Worthy Leon Worthy's JP Morgan Chase Bank, N.A. Experience November 2011 - Present
Job Vice President, Private Client Advisor, JPMorgan Chase Bank NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA November 2011 - Present
Chase Investment Services Corp. June 1995 - November 2011
Education
Santa Clara University 1981 — 1985
BS, ECONOMICS
J.P. Morgan Chase Bank NA November 2011 - Present
Chase Investment Services Corp. June 1995 - November 2011
Education
Santa Clara University 1981 — 1985
BS, ECONOMICS
Cory Essenburg Cory Essenburg's JP Morgan Chase Bank, N.A. Experience November 2012 - Present
Job Vice President Private Client Advisor at J.P. Morgan Chase Bank NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA November 2012 - Present
Private Wealth Management at J.P. Morgan Private Bank August 2010 - November 2012
JP Morgan May 2009 - July 2010
JPMorgan Chase February 2008 - May 2009
Hantz Group August 2001 - January 2008
Education
Albion College 1998 — 2001
Bachelor of Science (BS), Economics & Management
Holland High School 1994 — 1997
J.P. Morgan Chase Bank NA November 2012 - Present
Private Wealth Management at J.P. Morgan Private Bank August 2010 - November 2012
JP Morgan May 2009 - July 2010
JPMorgan Chase February 2008 - May 2009
Hantz Group August 2001 - January 2008
Education
Albion College 1998 — 2001
Bachelor of Science (BS), Economics & Management
Holland High School 1994 — 1997
Paul MacDonald,CIMA® Paul MacDonald,CIMA®'s JP Morgan Chase Bank, N.A. Experience January 2013 - Present
Job Vice President Private Client Advisor at J.P. Morgan Chase Bank NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA January 2013 - Present
Lenox Advisors January 2010 - January 2013
JPMorgan Chase 2005 - 2009
Education
University of Pennsylvania - The Wharton School
Flagler College
J.P. Morgan Chase Bank NA January 2013 - Present
Lenox Advisors January 2010 - January 2013
JPMorgan Chase 2005 - 2009
Education
University of Pennsylvania - The Wharton School
Flagler College
Ed Zbytniewski Ed Zbytniewski's JP Morgan Chase Bank, N.A. Experience January 2012 - Present
Job J.P. Morgan Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, NA January 2012 - Present
Chase Investment Services Corp. December 2008 - January 2012
UBS Financial May 2006 - November 2008
Morgan Stanley February 2004 - May 2006
Erenkrantz King Nussbaum broker services June 2002 - February 2004
Smith Barney 2000 - 2002
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Series 65, Financial Advisory, Portfolio Management, Investments, Finance, Securities, 401k Rollovers, Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income
Education
Marist College 1998 — 2002
BS, Business/Finance
Chaminade High School 1994 — 1998
Cure' of Ars 1986 — 1994
J.P. Morgan Chase Bank, NA January 2012 - Present
Chase Investment Services Corp. December 2008 - January 2012
UBS Financial May 2006 - November 2008
Morgan Stanley February 2004 - May 2006
Erenkrantz King Nussbaum broker services June 2002 - February 2004
Smith Barney 2000 - 2002
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Series 65, Financial Advisory, Portfolio Management, Investments, Finance, Securities, 401k Rollovers, Alternative Investments, Asset Management, Equities, Financial Services, Fixed Income
Education
Marist College 1998 — 2002
BS, Business/Finance
Chaminade High School 1994 — 1998
Cure' of Ars 1986 — 1994
Geoff Strohn Geoff Strohn's JP Morgan Chase Bank, N.A. Experience September 2011 - Present
Job Private Client Advisor at J.P. Morgan Chase Bank, NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank, NA September 2011 - Present
Edward Jones August 2007 - August 2011
American Honda Motor Company, Inc. April 1997 - August 2007
Performance Machine Inc. June 1995 - April 1997
John Deere Company April 1992 - May 1995
Education
The Ohio State University 1990 — 1995
Bachelor of Arts, Communications and Economics
Dublin High School 1986 — 1989
J.P. Morgan Chase Bank, NA September 2011 - Present
Edward Jones August 2007 - August 2011
American Honda Motor Company, Inc. April 1997 - August 2007
Performance Machine Inc. June 1995 - April 1997
John Deere Company April 1992 - May 1995
Education
The Ohio State University 1990 — 1995
Bachelor of Arts, Communications and Economics
Dublin High School 1986 — 1989
Brian Krebs Brian Krebs's JP Morgan Chase Bank, N.A. Experience April 2011 - Present
Job J.P. Morgan Chase Bank NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA April 2011 - Present
The Pitching Center September 2006 - Present
Krebs & Zielonka October 2010 - April 2011
Education
California State University-Chico 1995 — 2000
Exercise Physiology
Castro Valley High 1991 — 1994
J.P. Morgan Chase Bank NA April 2011 - Present
The Pitching Center September 2006 - Present
Krebs & Zielonka October 2010 - April 2011
Education
California State University-Chico 1995 — 2000
Exercise Physiology
Castro Valley High 1991 — 1994
Constance Scaggs Constance Scaggs's JP Morgan Chase Bank, N.A. Experience December 2010 - Present
Job Title Specialist IV JPMorgan Chase Bank NA
Industry Automotive
Experience
J.P. Morgan Chase Bank NA December 2010 - Present
Citi Financial Auto September 2007 - November 2010
Citigroup November 2006 - September 2007
The Athlete's Foot September 1999 - June 2006
Lady Foot Locker September 1999 - April 2001
Skills
Sales, Management, Customer Service, Credit, Sales Management, Merchandising, Loans, Accounting, Banking, Time Management, Leadership, Store Management, Inventory Management, Profit, Retail
Education
Prairie View A&M University 2001 — 2004
Health and Human Performance
The University of Texas at Arlington
J.P. Morgan Chase Bank NA December 2010 - Present
Citi Financial Auto September 2007 - November 2010
Citigroup November 2006 - September 2007
The Athlete's Foot September 1999 - June 2006
Lady Foot Locker September 1999 - April 2001
Skills
Sales, Management, Customer Service, Credit, Sales Management, Merchandising, Loans, Accounting, Banking, Time Management, Leadership, Store Management, Inventory Management, Profit, Retail
Education
Prairie View A&M University 2001 — 2004
Health and Human Performance
The University of Texas at Arlington
Celeste Leung Celeste Leung's JP Morgan Chase Bank, N.A. Experience August 2015 - Present
Job Private Client Advisor at JP Morgan Chase Bank NA
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA August 2015 - Present
TD Ameritrade June 2004 - August 2015
Skills
Series 24, Series 7, CRM, Fixed Income, Asset Allocation, Portfolio Management, Series 63
Education
UC Berkeley 1998 — 2002
Bachelor of Arts (BA), Legal Studies, General
J.P. Morgan Chase Bank NA August 2015 - Present
TD Ameritrade June 2004 - August 2015
Skills
Series 24, Series 7, CRM, Fixed Income, Asset Allocation, Portfolio Management, Series 63
Education
UC Berkeley 1998 — 2002
Bachelor of Arts (BA), Legal Studies, General
Kimberly Morris Agee Kimberly Morris Agee's JP Morgan Chase Bank, N.A. Experience March 2007 - July 2009
Job Associate Attorney at Greenberg Traurig, LLP
Industry Law Practice
Experience
Greenberg Traurig, LLP May 2014 - Present
Fredrikson & Byron September 2012 - May 2014
FDIC June 2010 - May 2012
The Coca-Cola Company January 2012 - April 2012
Fredrikson & Byron, P.A May 2011 - August 2011
Securities and Exchange Commission August 2010 - November 2010
JP Morgan Chase Bank, NA March 2007 - July 2009
Citibank, NA May 2006 - March 2007
J.P. Morgan Chase Bank, NA October 2005 - March 2006
J.P. Morgan Chase Bank, NA September 2004 - October 2005
Skills
Corporate Law, Management, Banking, Finance, Investments, Training, FINRA licenses 6, 7, 63, 65, 24, 9, 10 - Expired 2011, Bar Admission Minnesota..., Policy, Analysis, Credit, Auditing, Business Development, Criminal Law, Nonprofits
Education
Emory University School of Law 2009 — 2012
Doctor of Law (JD), Transactional Law
DePaul University 1994 — 1997
Bachelor of Arts, Business Management
Greenberg Traurig, LLP May 2014 - Present
Fredrikson & Byron September 2012 - May 2014
FDIC June 2010 - May 2012
The Coca-Cola Company January 2012 - April 2012
Fredrikson & Byron, P.A May 2011 - August 2011
Securities and Exchange Commission August 2010 - November 2010
JP Morgan Chase Bank, NA March 2007 - July 2009
Citibank, NA May 2006 - March 2007
J.P. Morgan Chase Bank, NA October 2005 - March 2006
J.P. Morgan Chase Bank, NA September 2004 - October 2005
Skills
Corporate Law, Management, Banking, Finance, Investments, Training, FINRA licenses 6, 7, 63, 65, 24, 9, 10 - Expired 2011, Bar Admission Minnesota..., Policy, Analysis, Credit, Auditing, Business Development, Criminal Law, Nonprofits
Education
Emory University School of Law 2009 — 2012
Doctor of Law (JD), Transactional Law
DePaul University 1994 — 1997
Bachelor of Arts, Business Management
Bernard Lee Reyes Bernard Lee Reyes's JP Morgan Chase Bank, N.A. Experience May 2014 - Present
Job Relationship Banker at J.P.Morgan Chase Bank NA
Industry Banking
Experience
J.P. Morgan Chase Bank NA May 2014 - Present
Northwestern Mutual February 2011 - May 2014
University of Texas at Arlington August 2006 - May 2011
Education
The University of Texas at Arlington - College of Business Administration 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan Chase Bank NA May 2014 - Present
Northwestern Mutual February 2011 - May 2014
University of Texas at Arlington August 2006 - May 2011
Education
The University of Texas at Arlington - College of Business Administration 2006 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Connor Tyson Connor Tyson's JP Morgan Chase Bank, N.A. Experience July 2012 - Present
Job Private Client Investment Associate
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA July 2012 - Present
Chase Investment Services. February 2010 - July 2012
Securities America, Inc. Member FINRA/SIPC January 2009 - January 2010
Ameriprise Financial Services, Inc. January 2005 - December 2008
Education
Quinnipiac University 1995 — 1999
Bachelors of Science, Finance
J.P. Morgan Chase Bank NA July 2012 - Present
Chase Investment Services. February 2010 - July 2012
Securities America, Inc. Member FINRA/SIPC January 2009 - January 2010
Ameriprise Financial Services, Inc. January 2005 - December 2008
Education
Quinnipiac University 1995 — 1999
Bachelors of Science, Finance
Mike Vikman's JP Morgan Chase Bank, N.A. Experience April 2007 - February 2008
Job Capital Markets Advisory
Industry Financial Services
Experience
Ernst & Young February 2013 - Present
HSBC Securities October 2012 - March 2013
J.P. Morgan Securities Inc. February 2010 - July 2012
J.P. Morgan Chase Bank NA April 2007 - February 2008
J.P. Morgan Futures Inc May 2005 - April 2007
Skills
Derivatives, Prime Brokerage, Investment Banking, Capital Markets, Hedge Funds, Equity Derivatives, Options, FX Options, Securities, Swaps, Commodity, Trading Systems
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
MBA, Finance
Ernst & Young February 2013 - Present
HSBC Securities October 2012 - March 2013
J.P. Morgan Securities Inc. February 2010 - July 2012
J.P. Morgan Chase Bank NA April 2007 - February 2008
J.P. Morgan Futures Inc May 2005 - April 2007
Skills
Derivatives, Prime Brokerage, Investment Banking, Capital Markets, Hedge Funds, Equity Derivatives, Options, FX Options, Securities, Swaps, Commodity, Trading Systems
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2003
MBA, Finance
Quan T. Nguyen's JP Morgan Chase Bank, N.A. Experience September 2014 - Present
Job Relationship Banker/Small Business Specialist at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
J.P. Morgan Chase Bank, NA September 2014 - Present
Comerica Bank September 2011 - September 2013
Bank of America September 2009 - May 2011
Living Spaces furniture August 2007 - July 2009
Skills
Asset Management, Customer Retention, Mortgage Lending, Retail Banking, Finance, Banking, Sales, Risk Management, Project Management, Customer Service, Portfolio Management, Strategic Planning, Financial Services, Management
Education
California State University-Fullerton 2007 — 2011
Bachelor of Arts (B.A.), Accounting and Finance
Santa Ana College 2004 — 2006
Burnside Highschool 2001 — 2003
J.P. Morgan Chase Bank, NA September 2014 - Present
Comerica Bank September 2011 - September 2013
Bank of America September 2009 - May 2011
Living Spaces furniture August 2007 - July 2009
Skills
Asset Management, Customer Retention, Mortgage Lending, Retail Banking, Finance, Banking, Sales, Risk Management, Project Management, Customer Service, Portfolio Management, Strategic Planning, Financial Services, Management
Education
California State University-Fullerton 2007 — 2011
Bachelor of Arts (B.A.), Accounting and Finance
Santa Ana College 2004 — 2006
Burnside Highschool 2001 — 2003
Jason G Olivo's JP Morgan Chase Bank, N.A. Experience August 2011 - Present
Job Private Client Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA August 2011 - Present
Chase Investment Services Corporation August 2003 - October 2011
Prudential Special Accounts January 2001 - May 2003
Education
Syracuse University 1991 — 1995
BS, INFORMATION TECH AND BUSINESS PROJECT MANAGEMENT
Cardinal Hayes High School 1988 — 1991
J.P. Morgan Chase Bank NA August 2011 - Present
Chase Investment Services Corporation August 2003 - October 2011
Prudential Special Accounts January 2001 - May 2003
Education
Syracuse University 1991 — 1995
BS, INFORMATION TECH AND BUSINESS PROJECT MANAGEMENT
Cardinal Hayes High School 1988 — 1991
Saniosa M. Twitty's JP Morgan Chase Bank, N.A. Experience July 2012 - Present
Job .
Industry Banking
Experience
J.P. Morgan Chase Bank, NA July 2012 - Present
J.P. Morgan Chase Bank, NA August 2007 - June 2012
Education
The Ohio State University
J.P. Morgan Chase Bank, NA July 2012 - Present
J.P. Morgan Chase Bank, NA August 2007 - June 2012
Education
The Ohio State University
Matthew Schulter's JP Morgan Chase Bank, N.A. Experience June 2005 - Present
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank NA June 2005 - Present
Education
Wittenberg University 2000 — 2004
BA, Finance & Management
Otterbein University 2008 — 2010
MBA, Business Administration
J.P. Morgan Chase Bank NA June 2005 - Present
Education
Wittenberg University 2000 — 2004
BA, Finance & Management
Otterbein University 2008 — 2010
MBA, Business Administration
Charles Zheng's JP Morgan Chase Bank, N.A. Experience June 2011 - April 2015
Job Financial Advisor Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
J.P. Morgan Chase Bank NA June 2011 - April 2015
Morgan Stanley March 2010 - July 2011
Wells Fargo Investments April 2007 - March 2010
Education
San Jose State University 2000 — 2006
BS, Financial Management
Wells Fargo Advisors April 2015 - Present
J.P. Morgan Chase Bank NA June 2011 - April 2015
Morgan Stanley March 2010 - July 2011
Wells Fargo Investments April 2007 - March 2010
Education
San Jose State University 2000 — 2006
BS, Financial Management
David Para's JP Morgan Chase Bank, N.A. Experience February 2015 - Present
Job Chase Private Client Investment Associate
Industry Financial Services
Experience
J.P. Morgan Chase Bank, NA February 2015 - Present
J.P. Morgan Securities, LLC July 2013 - February 2015
Albany Park Community Center November 2014 - December 2014
JPMorgan Chase August 2011 - July 2013
UCLM 2009 - 2010
Education
DePaul University 2015 — 2018
Master of Science (M.S.), Software Engineering
Northern Illinois University 2006 — 2011
Bachelor of Arts (B.A.), Spanish Language and Literature
Universidad de Castilla-La Mancha 2009 — 2009
Spanish Language and Literature
J.P. Morgan Chase Bank, NA February 2015 - Present
J.P. Morgan Securities, LLC July 2013 - February 2015
Albany Park Community Center November 2014 - December 2014
JPMorgan Chase August 2011 - July 2013
UCLM 2009 - 2010
Education
DePaul University 2015 — 2018
Master of Science (M.S.), Software Engineering
Northern Illinois University 2006 — 2011
Bachelor of Arts (B.A.), Spanish Language and Literature
Universidad de Castilla-La Mancha 2009 — 2009
Spanish Language and Literature
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