JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JPMorgan Chase Employees
J.P. Morgan April 2014 - Present
JPMorgan Chase October 2013 - March 2014
JPMorgan Chase November 2011 - October 2013
JPMorgan Chase Bank June 2008 - October 2011
Skills
Loans, Cash Management, Customer Retention, Banking, Credit, Commercial Banking, Credit Analysis, Small Business Lending, Relationship Management, Mortgage Lending, Commercial Lending, Lines Of Credit, Portfolio Management, Treasury Management, Investments, Risk Management, Management, CRM, Leadership, Finance, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance (Investment Banking) and Real Estate Finance and Investments, 3.7
Northwestern University 2003 — 2007
Psychology, Business Institutions
Southfield Lathrup 1999 — 2003
Birney 1998 — 1999
Spectra Energy 2014 - Present
Spectra Energy 2013 - 2014
Hewlett-Packard 2004 - 2012
Hewlett-Packard Company 2003 - 2004
JPMorgan Chase 2002 - 2003
Fidelity Investments 1999 - 2000
Fidelity Investments January 1997 - January 1999
Skills
SAP, Internal Controls, Banking, Portfolio Management, Financial Risk, US GAAP, GAAP, Time Management, Financial Modeling, Financial Analysis, Credit, Risk Management, Corporate Finance, Financial Reporting, Customer Service, Treasury, Cash Management, Cash Flow, Process Improvement, Management, Budgets, Leadership, Forecasting, Training, Accounting, Mergers & Acquisitions, Cross-functional Team..., Human Resources, Business Analysis, Crisis Management, Benefits Administration, Variance Analysis, Auditing, Project Management, Analysis, Employee Benefits
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Minot State University
BS, Finance
First Midwest Bank August 2014 - Present
Silicon Valley Bank June 2012 - August 2014
Fifth Third Bank February 2009 - June 2012
BMO Financial Group April 2006 - September 2008
CapitalSource June 2003 - April 2006
GE Capital January 2001 - June 2003
Ungaretti & Harris LLP August 1999 - January 2001
JPMorgan Chase May 1994 - August 1999
Skills
Asset Based Lending, Credit, Commercial Lending, Business Analysis, Business Strategy, Buyouts, Cash Flow Lending, Credit Analysis, Commercial Banking, Corporate Finance, Corporate Law, Financial Analysis, Financial Structuring, Healthcare, Leadership, Leveraged Finance, Mergers & Acquisitions, middle market, Portfolio Management, Private Equity, Public Finance, Restructuring, Risk Management, Team Leadership, Team Management, Underwriting, Venture Capital, Finance, Structured Finance, Loans, LBO, Financial Risk, Banking, Credit Risk
Education
DePaul University College of Law
JD
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
University of Wisconsin-Parkside
BS, Finance and Economics
HDR July 2015 - Present
Independent June 2014 - Present
Independent October 2014 - April 2015
JPMorgan Chase October 2012 - May 2014
Strayer University June 2009 - January 2012
JPMorgan Chase June 2005 - January 2008
LaSalle Bank January 2004 - April 2005
Wells Fargo November 2001 - August 2003
Skills
Cross-functional Team..., Project Management, Six Sigma, PMP, Strategic Planning, Training, MS Project, Requirements Analysis, Fundraising, Credit Analysis, Financial Analysis, Financial Modeling, Time Management, Leadership, Credit, Loans, CRM, Strategy, Analysis, Management, Process Improvement, Finance, Portfolio Management, Program Management, Business Analysis, Team Building, Budgets, Consulting, Microsoft Project, Valuation, Risk Management, Microsoft Office, Financial Risk, Public Speaking
Education
DePaul University 2011 — 2014
MBA, Strategy, Execution and Valuation & Change Management
Virginia State University 1997 — 2001
BS, Economics with a concentration in Finance
Business Resources International April 1997 - Present
JPMorgan Chase 1982 - 1997
Skills
Marketing, Market Research, Strategic Planning, Investments, Securities, Entrepreneurship, Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Sales, Event Planning, Portfolio Management, Financial Modeling, Private Equity, Marketing Strategy, Corporate Finance, Fundraising, Management, Public Speaking, Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1983
MBA, Marketing
Saint Louis University 1967 — 1971
BA, English
Chicago Mercantile Exchange January 2014 - Present
CME Group December 2012 - December 2013
Blue Cross Blue Shield July 2012 - December 2012
JPMorgan Chase July 2009 - June 2012
JPMorgan Chase June 2008 - July 2009
Allstate June 2007 - June 2008
Skills
Requirements Gathering, CRM, PMO, User Acceptance Testing, Microsoft Excel, SharePoint, Business Requirements, Business Analysis, Visio, Portfolio Management, Microsoft Word, Confluence, SDLC, Qualtrics, Salesforce.com, SPSS, Risk Management, Lotus Notes, Quality Center, PeopleSoft
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master of Science (M.S.), Marketing/Marketing Management, General, 3.6
University of Illinois at Chicago 2005 — 2009
Bachelor's degree, Computer and Information Sciences and Support Services
Warren Township High School 2001 — 2005
J.P. Morgan June 2014 - Present
Paad Plays Piano May 2007 - Present
JPMorgan Chase November 2012 - June 2014
Marketing Werks 2012 - 2012
Luxottica Retail February 2008 - January 2011
Skills
Email Marketing, Customer Retention, Online Advertising, Social Media Marketing, Advertising, Sales, Customer Service, Marketing, Account Management, Social Media, Marketing Strategy, Marketing Communications, Salesforce.com, Direct Marketing, Microsoft Office, Lead Generation, B2B, SEO, Microsoft Excel, New Business Development, Adobe Creative Suite, PowerPoint
Education
DePaul University 2008 — 2012
Bachelor of Science (B.S.), Marketing with Concentration in Sales Leadership
JPMorgan Chase July 2014 - Present
Discover Financial Services June 2013 - September 2013
Sears Hometown and Outlet Stores, Inc. September 2010 - January 2013
Skills
Java, Teradata Data Warehouse, Ab Initio, SQL, Windows, PL/SQL, Oracle SQL Developer, Analytics, ETL, Teradata, Problem Solving, Visual Basic for..., Microsoft Office, SDLC
Education
DePaul University 2012 — 2014
Bachelor of Science (BS), Mathematics and Computer Science
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase July 2012 - December 2014
UGL Equis June 2011 - August 2011
UBS Wealth Management January 2011 - March 2011
Capella Hotel Group August 2010 - December 2010
Education
DePaul University 2008 — 2012
Business Management
Kravitz, Inc. August 2015 - Present
July Business Services August 2012 - July 2015
JPMorgan Chase March 2012 - August 2012
John Hancock - Retirement Plan Services March 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) February 2005 - March 2011
John Hancock/Manulife Financial February 2005 - March 2006
DWS Scudder Investments July 2004 - February 2005
DWS Investments March 2002 - February 2005
John Hancock/Manulife Financial March 2002 - February 2005
DWS Investments October 2000 - March 2002
Skills
Series 7, Series 65, Series 6, Licensing, Sales Process, Plan Design, Series 63, Mutual Funds, Customer Relations, Annuities, Investments, 401k, Account Management, Customer Service, Sales Management, Excel, Retirement, New Business Development, Public Speaking, Negotiation, Word, Coaching, Team Building, Business Planning, Marketing Strategy, Consultative Selling, Retirement Planning, Microsoft Office, Sales Support, Problem Solving, Employee Benefits, Asset Allocation, Outlook, PowerPoint, Mentoring, Budgeting, Direct Sales, Pensions, Fixed Annuities, Sales Operations, Selling, Microsoft Excel, Defined Benefit, Management, Retirement Plan..., Qualified Retirement..., Sales
Education
DePaul University 2000 — 2003
M.B.A, Finance 2003
University of Iowa 1993 — 1997
B.B.A, Finance; Accounting & Economics
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
B.B.A., Finance
Lawson Products June 2014 - Present
Lawson Products October 2013 - May 2014
Lawson Products May 2011 - October 2013
Von Maur October 2010 - May 2011
JPMorgan Chase July 2007 - August 2010
The Limited September 2005 - August 2006
Skills
SAP CRM, MS Project, Microsoft Office, Dreamweaver, Lotus Notes, SPSS, Customer Service, Sales, Account Management, Organization, Research, Escalation Resolution, Procedure Development, Retail Banking, Motivated self-starter, Learning Quickly, Communication Skills, Building Relationships, Job Coaching, Customer Retention, Customer Satisfaction, Call Centers, Team Building, Inventory Management, B2B, Sales Operations, Pricing, Cold Calling, Sales Process, Management, Direct Sales, Sales Management, Logistics, New Business Development
Education
DePaul University
Bachelor of Science (B.S.), Marketing
JPMorgan Chase 2005 - Present
JPMorgan Chase 2003 - 2005
Bank One 2001 - 2003
Bank One 2001 - 2002
Bank One 1996 - 2001
Skills
Project Management, Banking, Strategic Planning, PMP, Leadership, PMO, Process Improvement, Management, Vendor Management, Risk Management, Portfolio Management, CRM, Payments, Financial Services, Credit Cards, Relationship Management, Business Analysis, SDLC, Project Portfolio...
Education
Northwestern University - Kellogg School of Management
MBA, Business
DePaul University
BS, Business
Univar June 2013 - Present
U.S. Bank November 2012 - May 2013
JPMorgan Chase January 2010 - July 2012
Skills
Corporate Finance, Banking, Accounting, Level II CFA..., Series 6 - Investment..., Series 63 - Uniform..., Licensed Insurance...
Education
DePaul University
Bachelor of Science, Finance Honors
State of California - Board of Equalization May 2013 - Present
JPMorgan Securities, LLC October 2008 - May 2013
JPMorgan Chase January 2006 - October 2008
Argent Mortgage Company December 2004 - May 2005
Select Restaurant October 1995 - June 2004
Skills
Investments, Loans, Mortgage Lending, Equities, Finance, Mutual Funds, Retail Banking, Trading, Retirement, Sales, Credit, Series 63, Banking, Series 7, Series 6, Team Leadership, Sales Tax, Cash Flow, Account Reconciliation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
Master of Science, Accountancy
Northern Illinois University - College of Business 1999 — 2003
Bachelor of Science, Business Management
JPMorgan Chase April 2013 - Present
JPMorgan Chase July 2011 - March 2013
JPMorgan Chase June 2007 - June 2011
Mid America Bank February 2006 - June 2007
Hooray! Valet January 2000 - June 2005
GTR Apparel Valet Services January 1989 - March 2003
Education
DePaul University
Bachelor of Arts (B.A.)
Illinois State University
Montini Catholic
Allstate April 2014 - Present
J.P. Morgan September 2013 - March 2014
JPMorgan Chase October 2011 - November 2013
JPMorgan Chase Bank, N.A. 2007 - October 2011
eGain Communication 2005 - 2007
ABN AMRO 2001 - 2005
Skills
Process Development, Supply Chain Management, Quality Assurance, Program Management, Quality Management, Strategic Planning, Business Strategy, Business Planning, Financial Planning, Government Relations, Leadership Development, Product Management, Contract Negotiation, Process Optimization, Test Automation, Performance Testing, Performance Management, Vendor Management, Business Process..., SDLC, Agile Methodologies, Six Sigma, Project Management, Strategy, Management, Business Analysis, Process Simulation, Cross-functional Team..., Budgets, Software Project..., PMO, Business Requirements, Risk Management, Requirements Gathering, Project Portfolio..., Process Improvement, Requirements Analysis, Strategic Financial..., PMP, Change Management, Leadership, Testing, Banking, IT Strategy, Business Process, Project Delivery, Agile Project Management, Enterprise Software, Waterfall, Operations Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Business Information Technology
U.S. Customs and Border Protection March 2010 - Present
Fifth Third Bank November 2009 - March 2010
JPMorgan Chase March 2008 - November 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Finance, Financial Analysis, Leadership, Management, Auditing, Process Improvement
Education
DePaul University 2007 — 2010
Bachelor of Science (BS), Accounting and Finance
JPMorgan Chase January 1991 - Present
Education
DePaul University
St Viator
Grosvenor Capital Management June 2014 - Present
JP Morgan Chase January 2011 - May 2014
JPMorgan Chase August 2008 - August 2011
Skills
Finance, Analysis, Portfolio Management, Management, Loans, Relationship Management, Sales, Project Planning, Credit Cards, Real Estate, Financial Risk, Leadership, Credit, Banking, Training, Financial Analysis, Customer Service, Public Speaking, Strategic Planning, Business Development, Project Management
Education
Howard University 2004 — 2007
Bachelor of Science (B.S.), Finance
DePaul University - Charles H. Kellstadt Graduate School of Business
Northern Trust Corporation February 2015 - Present
Northern Trust September 2012 - Present
Northern Trust June 2011 - August 2012
JPMorgan Chase January 2011 - July 2011
JPMorgan Chase September 2006 - December 2010
Skills
Options, Asset Allocation, FINRA, Portfolio Management, Hedge Funds, Derivatives, Retirement, Asset Managment, Alternative Investments, Series 24, Fixed Annuities, series 4
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Finance
University of Illinois at Urbana-Champaign 2000 — 2004
BA, Communications
Baker & McKenzie LLC February 2005 - Present
CBRE 2003 - 2004
RREEF 2001 - 2003
JPMorgan Chase 1999 - 2001
National Security Agency 1991 - 1995
Skills
Business Process..., Financial Accounting, Financial Reporting, Account Reconciliation, Foreign Currency..., Financial Analysis, Budget Process, Process Improvement, Process Implementation, Accounts Receivable, Auditing, Variance Analysis, Mergers & Acquisitions, Analysis, Budgets, Project Management, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Masters of Business Administration, Accounting and Finance
University of Illinois at Chicago
Bachelor of Science in Finance, Finance, General
JPMorgan Securities LLC March 2013 - Present
JPMorgan Chase July 2011 - March 2013
Bank of America, N.A. December 2010 - June 2011
Sawdust Investment Management Corp June 2010 - November 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, Management, Outlook
Education
DePaul University 2008 — 2010
Bachelor of Science (B.S.), Finance
JPMorgan Chase June 2009 - Present
Accredited Home Lenders January 2009 - March 2009
US Bank September 2007 - January 2009
accredited home lenders January 2005 - September 2007
WIlmington Finance March 2001 - January 2005
Pinnfund USA April 1997 - May 2001
Skills
Loans, Training, Credit, Underwriting, Customer Service, Management, Leadership, Mortgage Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1996
Master of Business Administration (MBA), businesse/entrepreneurship
Northern Illinois University 1987 — 1991
BA, Econimics
J.P. Morgan Asset Management March 2015 - Present
JPMorgan Chase February 2014 - February 2015
JPMorgan Chase January 2012 - January 2014
JPMorgan Chase December 2009 - December 2012
Education
DePaul University
Finance
JPMorgan Chase June 2013 - Present
JPMorgan Chase October 2011 - May 2013
ManpowerGroup - Tapfin March 2011 - October 2011
Bank of America October 2010 - February 2011
Bank of America/ LaSalle Bank October 2004 - April 2009
Skills
Talent Management, Recruiting, Human Resources, Employee Relations, Performance Management, Training, Onboarding, Talent Acquisition, Sourcing, Interviews, College Recruiting, Internet Recruiting, Reorganisation, Applicant Tracking..., Mergers & Acquisitions, Benefits Negotiation, Screening Resumes, Mergers, Technical Recruiting, Contract Recruitment, Sales Recruitment, Recruitment/Retention
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
Master of Science (MS), Human Resources
University of South Alabama 1991 — 1996
B.S. in Management, Business HR focus
JPMorgan Chase January 2007 - Present
Skills
Access, Accounting, Analysis, Business Analysis, Data Analysis, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Investments, Process Improvement, Strategic Financial..., Financial Planning, Portfolio Management, Risk Management, Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
MBA, Financial Analysis
University of Illinois at Chicago 1999 — 2004
Bachelor, Finance
QlikView Masters Summit
The Northern Trust Company November 2009 - Present
City Lit Theatre February 2011 - Present
St. Peter's Episcopal Church January 2012 - February 2013
JPMorgan Chase August 2003 - April 2009
Mizuho Corporate Bank September 2001 - April 2003
ABN AMRO September 2000 - September 2001
Industrial Bank of Japan May 1997 - September 2000
Pullman Bank March 1995 - April 1997
Comerica Bank - Illinois December 1988 - February 1995
The Royal Bank of Canada 1981 - 1984
Skills
Banking, Loans, Credit, Underwriting, Risk, Portfolio Management, Risk Management, Due Diligence, Credit Analysis, Financial Risk, Credit Risk, Commercial Banking, Commercial Lending, Finance, Small Business Lending, Mutual Funds, Financial Analysis, Wealth Management, Investments, Loan Origination, Treasury Management, Financial Modeling, Cash Management, Financial Structuring, Valuation, Structured Finance, Middle Market, Accounting, Management, Capital Markets, Asset Management, Consumer Lending, Funding, Securities, Leadership, Financial Services, Relationship Management, Restructuring, Mergers & Acquisitions, Cross Selling, Corporate Finance, Business Analysis, Asset Based Lending, Mortgage Lending, Fixed Income, Investment Banking, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1979 — 1981
MBA, Finance
La Sorbonne 1974 — 1975
Diplome Annuel, French Language and Literature
University of Illinois at Chicago 1971 — 1975
B.A., French
Mother McAuley High School
High School
BMO Harris Bank June 2014 - Present
BMO Harris Bank January 2013 - October 2014
BMO Harris Bank April 2010 - December 2012
JPMorgan Chase January 2007 - April 2010
JPMorgan Chase March 2001 - January 2007
JPMorgan Chase (f/k/a Bank One, First Chicago NBD, Gary-Wheaton Bank) August 1998 - March 2001
JPMorgan Chase (f/k/a Bank One, First Chicago NBD, Gary-Wheaton Bank) May 1992 - August 1998
JPMorgan Chase (f/k/a Bank One, First Chicago NBD, Gary-Wheaton Bank) March 1987 - May 1992
Skills
Commercial Lending, Commercial Banking, Small Business Lending, Credit, Banking, Credit Analysis, Consumer Lending, Retail Banking, Treasury Management, Loan Origination, Underwriting, Commercial Mortgages, Cross Selling, Cash Management, Not for Profit, Board Development, Community Development, Economic Development, Strategic Planning, Strategic Partnerships, New Business Development, Sales Management, Executive Coaching, Business Development, Leadership
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
University of Illinois at Urbana-Champaign 1981 — 1985
Bachelor of Arts (BA), Economics
FirstMerit Bank July 2013 - Present
Charter One Bank April 2012 - July 2013
Bank of America July 2008 - December 2011
JPMorgan Chase November 2005 - July 2008
JPMorgan Chase June 2003 - November 2005
JPMorgan Chase December 1998 - June 2003
Skills
Credit Analysis, Commercial Banking, Credit, Small Business Lending, Commercial Lending, Loans, Banking, Mortgage Lending, Portfolio Management, Relationship Management, Risk Management, Retail Banking, Consumer Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
MBA, Finance
Loyola University of Chicago 1989 — 1993
BBA, Accounting
Deloitte August 2014 - Present
Deloitte August 2013 - August 2014
Deloitte Consulting June 2012 - August 2012
Xchanging January 2012 - June 2012
JPMorgan Chase November 2009 - January 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Office, Accounting, Forecasting, Banking, Financial Reporting, PowerPoint, Business Strategy, Strategic Sourcing, Risk Management, Business Analysis
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Honors Finance
Lane Tech College Preparatory High School 2005 — 2009
JPMorgan Chase February 2014 - Present
Associated Bank September 2010 - February 2014
Harris Bank July 2003 - September 2010
Skills
Credit Analysis, Loans, Commercial Banking, Commercial Lending, Credit Risk, Portfolio Management, Credit, Banking, Finance, Underwriting, Financial Analysis, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance
Loyola University Chicago
B.B.A, Finance
Cushman & Wakefield March 2015 - Present
Jones Lang LaSalle April 2007 - March 2015
JPMorgan Chase 2008 - 2008
Accenture January 2003 - December 2007
Skills
Financial Analysis, Financial Modeling, Corporate Real Estate, Real Estate, Valuation, Due Diligence, Commercial Real Estate, Portfolio Management, Contract Negotiation, Mergers & Acquisitions, Forecasting, Finance, Investment Banking, Leadership, Budgets
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, Finance
Northern Illinois University - College of Business
Bachelor, Finance
World Bicycle Relief April 2015 - Present
Taxi Affiliation Services, LLC February 2011 - April 2015
onPeak April 2008 - April 2010
JPMorgan Chase November 2007 - April 2008
ABN AMRO April 2006 - October 2007
Northern Trust January 2004 - April 2006
Skills
Financial Analysis, Accounting, Financial Reporting, Accounts Payable, Internal Controls, Financial Accounting, Financial Modeling, General Ledger, Accounts Receivable, Sarbanes-Oxley Act, Cash Management, Budgets, Account Reconciliation, Auditing, Analysis, Payroll, Cash Flow, Cost Accounting, Management, Financial Statements, Fixed Assets, Variance Analysis, Consolidation, GAAP, Finance, SEC filings, Managerial Finance, Internal Audit, US GAAP, Forecasting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
MBA, Applied Economics
Miami University 2002 — 2003
Bachelor of Science, Accounting
Miami University 1997 — 2001
Bachelor of Science, Finance
JPMorgan Chase January 2004 - Present
Bank One November 1998 - June 2004
First Chicago / First Chicago NBD October 1990 - October 1998
First Chicago October 1985 - October 1990
Skills
Communication Training, Corporate Communications, Strategic Communications, Internal Communications, Communications Planning, Marketing Communications, Media Relations, Crisis Communications, Integrated Marketing, Reputation Management, Public Relations, Speech Writing, Message Development, Content Strategy, Thought Leadership, Content Development, Leadership, Publicity, Press Releases, Messaging, Marketing, Corporate Social..., Project Management, Crisis Management, Corporate Branding, Strategy, Social Media Marketing, Newsletters, Direct Marketing, B2B Marketing, Public Speaking, Copywriting, Brand Awareness, Brand Management, Digital Marketing
Education
Northwestern University - Kellogg School of Management 1981 — 1984
MBA, Finance, Marketing
DePaul University 1976 — 1980
Bachelor of Science (summa cum laude), Marketing
PNC Mortgage March 2012 - Present
JPMorgan Chase March 2009 - March 2012
JPMorgan Chase April 2006 - March 2009
Chase Bank July 2004 - April 2006
Skills
Banking, Finance, Credit, Investments, Financial Reporting, Corporate Finance, Financial Services
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General and Change Management
Illinois State University 1999 — 2002
Bachelor of Applied Science (B.A.Sc.), Finance, General
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase April 2010 - February 2015
Sovereign Bank July 2006 - September 2009
Urban Real Estate Research, Inc July 2002 - July 2006
Skills
MI, Portfolio Management, Asset Management, Credit, Underwriting, Asset Managment, MIS, Due Diligence, Valuation, Loans, Investments, Finance, Credit Risk, Financial Risk, Commercial Lending, Loan Origination, Risk Management, Real Estate
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
MBA, MBA, Concentrations: (1) Finance and (2) Strategy, Execution & Valuation (SEV)
Miami University 1999 — 2002
B.S. in Management Information Systems, MIS and Finance
Saint Xavier High School 1994 — 1997
Diploma, Graduate with Honors
Wolters Kluwer ELM Solutions September 2014 - Present
Datacert November 2009 - Present
Panduit August 2008 - November 2009
JPMorgan Chase December 2006 - August 2008
International Truck and Engine April 2004 - January 2007
Northern Trust 2000 - 2004
Parian 1997 - 1998
Skills
Architectural Governance, R&D, Solution Architecture, Product Development, Enterprise Architecture, Mobile Applications, Agile, SOA, Java, Spring, Hibernate, Tomcat, Oracle, Groovy, REST, Mongo DB, JMS, HTML5, jQuery, AJAX, SQL Server 2000-2008, Twitter Bootstrap, Continuous Integration, Agile Methodologies, Microsoft SQL Server, Architecture, Databases, HTML 5, Websphere, JBoss Application Server, Design Patterns
Education
DePaul University 2002 — 2008
Some Masters in Comp Sci mixed with some MBA classes
Northern Illinois University 1994 — 1997
BS
Olenick & Associates July 2014 - Present
Fox Business Consulting, Inc January 2001 - Present
BMO Harris Bank July 2013 - March 2014
Citi March 2013 - June 2013
US Foods January 2011 - December 2012
First Student April 2007 - May 2009
Sears Holdings Corporation October 2005 - February 2007
Fidelity National Information Services October 2004 - October 2005
JPMorgan Chase December 2003 - April 2004
OfficeMax July 2003 - December 2003
Skills
PMP, Six Sigma, Project Portfolio..., Vendor Management, Process Improvement, SDLC, Project Management, Program Management, PMO, Cross-functional Team..., Business Process..., Business Analysis, Change Management, Business Process..., MS Project, Management, Software Project..., Quality Assurance, Risk Management, Management Consulting, Leadership, Software Documentation, Budgets, Testing, Business Intelligence, Training, Software Development, Microsoft Project, Outsourcing, Integration, CRM, Project Delivery, Team Building, Strategy, ERP, Governance, IT Management, Product Development, Team Leadership, Business Development, Project Planning, Mergers & Acquisitions, IT Strategy, Agile Project Management, Pre-sales, Analysis, Requirements Analysis, Business Process, Process Engineering, ITIL
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
University of Illinois at Chicago
B.S.
JPMorgan Chase July 2012 - Present
Verizon Wireless 2009 - October 2012
Sprint Nextel 2007 - 2009
Skills
SQL, Team Leadership, CDMA, Java, B2B, HTML, Windows, Retail, Business Analysis, Microsoft Office, Customer Experience, Wireless Broadband, Mobile Devices, 4G, Cellular Communications, Sales, Telecommunications, Visio, SharePoint, Access, SDLC, Project Management, MS Project, PL/SQL, Agile Methodologies, Vendor Management, Scrum
Education
DePaul University 2006 — 2011
Bachelors of Science, Information Systems
JPMorgan Chase May 2013 - Present
Chase February 2010 - May 2013
JPMorgan Chase October 2008 - February 2010
SunTrust Bank June 2007 - October 2008
Skills
Banking, Credit, Loans, Relationship Management, Commercial Banking, Financial Services, Credit Cards, Retail Banking, Customer Service, Loan Servicing, Small Business Lending, Portfolio Management, Credit Analysis, Financial Risk, Cash Management, Treasury Management, Training, Credit Risk, Commercial Lending, Finance, Lines Of Credit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2016
Master of Business Administration (MBA), Banking and Strategy, Execution, and Valuation
Eastern Illinois University 2003 — 2006
BSB, Finance
Wolf Point Advisors, Ltd. March 2015 - Present
HUB International Midwest Limited February 2010 - August 2015
Guarantee Trust Life Insurance Company August 2008 - February 2010
JPMorgan Chase July 2006 - July 2008
The Men's Wearhouse, Inc January 2004 - July 2006
Skills
PeopleSoft, Sagitta, Microsoft Excel, Microsoft Word, Microsoft Office, AS400 system
Education
DePaul University
Bachelor of Arts, Sociology
JPMorgan Chase September 2013 - Present
Magnani Continuum Marketing January 2011 - August 2013
s2 financial marketing January 2005 - January 2011
SIRVA Relocation 2003 - 2005
North American International 2000 - 2003
Allied International 1997 - 2000
Skills
Integrated Marketing, Marketing Strategy, Digital Marketing, Brand Development, Advertising, Marketing Communications, Account Management, Strategic Planning, Strategic Brand..., Content Strategy, Content Marketing, B2B Marketing, Marketing Management, B2B, Market Planning, Media Planning, Direct Marketing, Online Marketing, Email Marketing, Promotions, Event Marketing, Marketing Research, Social Media Marketing, Interactive Marketing, Brand Management, Online Advertising, Strategy, Corporate Communications, Market Research, Product Marketing, Strategic Partnerships, Creative Direction, Direct Mail, Competitive Analysis, Digital Strategy, Public Relations, New Business Development, Brand Architecture
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, International Marketing
Northern Illinois University
BA, Political Science, Spanish, Business
JPMorgan Chase June 2013 - Present
Newedge July 2012 - June 2013
Newedge August 2010 - June 2012
Newedge December 2008 - July 2010
Newedge May 2007 - November 2008
LaSalle Bank June 2004 - May 2007
NFA June 2001 - June 2004
Skills
AML, Bank Secrecy Act, USA PATRIOT Act, KYC, OFAC, Anti-corruption, Risk Assessment, Banking, CAMS, FINRA, Securities, Derivatives, Operational Risk, Hedge Funds, Equities, Fixed Income, Capital Markets, FSA, Series 7, Financial Regulation, Electronic Trading, Prime Brokerage, Trading Systems, FATCA, Series 24, Brokerage, Foreign Exchange
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Concentration in Finance and Leadership & Change Management
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
Finance
Pathway to Adventure Council, BSA August 2015 - Present
Pathway to Adventure Council, BSA March 2014 - Present
Chicago Area Council, BSA February 2011 - March 2014
Chicago Area Council, Boy Scouts of America February 2008 - February 2011
JPMorgan Chase 2007 - 2008
Chicago Area Council, Boy Scouts of America July 2005 - February 2007
Muscular Dystrophy Association March 2005 - July 2005
Association House of Chicago March 2004 - June 2004
Skills
Volunteer Management, Event Management, Newsletters, Non-profits, Fundraising, Event Planning, Word, Excel, Microsoft Office, PowerPoint, Problem Solving, Access, Budgeting, Social Media, Planning, Grants, Editing, Grant Writing, Special Events, Proposal Writing, Outlook, Program Development, Negotiation, Inventory Management, Program Management, Internet Research, Web Design, Email Marketing, Time Management, Volunteer Training, Volunteer Recruiting, Microsoft Excel, Budgets, Project Planning, Nonprofits
Education
DePaul University 2001 — 2005
BA, Psychology, Sociology
Cretin-Derham Hall
Fifth Third Bank 2015 - Present
JPMorgan Chase 2012 - 2014
CIC Financial January 2007 - June 2012
Education
Kendall College 2012 — 2016
Early childhood Education, Education
High School 2000 — 2004
HS Diploma
RJ O'Brien & Associates LLC July 2015 - Present
SORGEM INTERNATIONAL MARKET RESEARCH February 2015 - May 2015
Fabbrini Law Group, LLC August 2013 - December 2014
Gap Inc./Gap November 2012 - December 2014
JPMorgan Chase January 2013 - September 2014
D.T. Group Development, L.L.C. June 2010 - August 2010
Skills
Microsoft Office, Microsoft Word, Research, Social Media, Time Management, Microsoft Excel, PowerPoint, Customer Service, Teamwork, English, Windows, Classroom, Economics, HIPAA, fast learner, Legal Translation, Translation, Project Management, Management, Team Management, Market Research, Client Follow-up
Education
DePaul University 2012 — 2016
Economics and French, Junior
DePaul University 2012 — 2016
Economics
TIAA-CREF September 2013 - Present
Walgreens November 2012 - September 2013
Walgreens February 2010 - November 2012
American Medical Association September 2007 - February 2010
JPMorgan Chase October 2003 - September 2007
J.P. Morgan Chase October 2003 - September 2007
Allstate February 2001 - October 2003
Allstate Insurance February 2001 - October 2003
Skills
UNICA, Database Marketing, Direct Marketing, Direct Mail, Project Portfolio..., Customer Engagement, Unica, Management, Marketing, CRM, Email Marketing, Customer Experience, Product Management, Analytics, Segmentation, Leadership, Loyalty Programs, E-commerce, Retail, Integrated Marketing, Multi-channel Marketing, Customer Acquisition, User Experience, Competitive Analysis, Digital Marketing, Web Analytics, Customer Insight, Budgets, Interactive Marketing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Marketing
University of Wisconsin-Madison 1996 — 2000
BBA, Marketing
University of Wisconsin-Madison - School of Business 1996 — 2000
Bachelor of Business, Marketing
Deerfield High School 1992 — 1996
JPMorgan Chase April 2012 - Present
MF Global April 2010 - April 2012
BP January 2006 - April 2010
Cargill Investor Services January 2000 - September 2005
Knight-Ridder Financial News/Bridge News August 1996 - January 2000
Skills
Risk, Trading, AML, Compliance, Business Process, Commodity, Risk Management, Derivatives, Securities, Commodities, Economics, Due Diligence, Options, Internal Controls, Access, Excel, Business Analysis, Problem Solving, Process Improvement, Team Building, Documentation, Strategic Planning, Word, Analysis, Analytics, Asset Managment, Banking, Bloomberg, Capital Markets, Commodity Markets, Corporate Finance, Credit, Credit Risk, Electronic Trading, Equities, Equity Derivatives, FX Options, Financial Analysis, Finance, Financial Markets, Financial Reporting, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Hedging, Investment Banking, Investments, KYC, Microsoft Excel
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2003
MBA, Finance
University of Missouri-Columbia 1992 — 1996
BS, Economics, Agricultural Economics
JP Morgan Chase February 2012 - Present
JPMorgan Chase July 2004 - February 2012
JPMorgan Chase March 2001 - June 2004
JPMorgan Chase June 1993 - March 2001
Stein Roe & Farnham August 1991 - March 1993
Skills
SQL, MS Word, Excel, MS Project, Access, Visio, NOMAD Query Language, HP Quality Center, SAP Query Downloads, Databases, Customer Service, Agile Methodologies, Microsoft Excel, Requirements Gathering, Quality Center, Public Speaking, User Acceptance Testing, Management, Business Analysis, Microsoft Word, Leadership, Process Improvement, Testing, SDLC, Business Process, Analysis, Business Requirements, Quality Assurance, Program Management, Software Project...
Education
DePaul University
BS, Radiologic Technology
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Johnson Financial Group April 2009 - Present
Monroe Capital March 2007 - April 2009
JPMorgan Chase September 2003 - March 2007
Merrill Lynch February 1997 - September 2003
Firstar Bank October 1995 - March 1997
Skills
Commercial Lending, Capital Markets, Underwriting, Commercial Banking, Loans, Credit, Finance, Portfolio Management, Mergers & Acquisitions, Financial Structuring, Financial Risk, Asset Management, Equities, Leveraged Finance, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
MBA, Finance
University of Wisconsin-Madison 1990 — 1994
BS, Economics
JPMorgan Chase December 2011 - Present
Allstate Insurance July 2007 - December 2011
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
MBA, Entrepreneurship
Winona State University 2003 — 2007
Finance
TrueFacet December 2013 - Present
Fab.com January 2013 - December 2013
AHAlife June 2012 - December 2012
Craftsvilla June 2011 - June 2012
Lightbank June 2010 - June 2011
Gemeralds September 2003 - July 2010
Gemeralds September 2002 - September 2003
JPMorgan Chase March 2001 - September 2002
Skills
Start-ups, Investments, Product Marketing, Business Development, Marketing Strategy
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
DePaul University 1997 — 2000
BS Finance, Finance and Marketing
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase June 2009 - March 2015
Planto Roe Financial Services January 2008 - November 2008
Bank of America January 2005 - June 2007
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Financial Analysis
The University of Texas at San Antonio 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase March 2012 - Present
Abbott Laboratories March 2008 - March 2012
PST Sales & Marketing 2007 - 2008
Skills
SDLC, Business Intelligence, Windows, Vendor Management, Requirements Gathering, Project Management, Visio, Business Analysis, Software Documentation, SharePoint, Quality Assurance, Databases, Process Improvement, Cross-functional Team..., Data Analysis, ITIL
Education
DePaul University
Aspen Shutters February 2015 - Present
Rio D Cachaca May 2005 - Present
Blue Pearl Consulting August 2012 - January 2015
Groupon February 2012 - July 2012
JPMorgan Chase November 2008 - February 2012
First Federal Bank of Zanesville May 2001 - May 2004
Skills
Management, Sales, Analysis, Consulting, Banking, Entrepreneurship, Retail, Financial Analysis, Budgets, Product Development, Real Estate, Marketing, Microsoft Office, Selling, Salesforce.com, Alcoholic Beverages, Mobile Technology, Real Estate Financing, Budgeting, Spirits, Beverage Development, Technology, Entrepreneurial Finance, Business Management, Business Planning, Microsoft Excel, Microsoft Word, PowerPoint, Finance, Financial Modeling, Financial Forecasting, Strategic Planning, Strategy, Pricing Strategy, Lean Manufacturing, Manufacturing Operations, Metrics, Performance Metrics, Reporting Metrics, Financial Metrics, Operations Management, Manufacturing..., Project Management, Team Management, Team Leadership, Leadership, Strategic Leadership, Project Planning, Project Estimation, Strategy Implementation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance & Entrepreneurship
Miami University 2001 — 2005
General Business, Economics, Entrepreneurship, Finance
Zanesville 1997 — 2001
High School Diploma
Shepard Schwartz & Harris LLP October 2013 - Present
Topel Forman, LLC 2012 - October 2013
Crowe Horwath LLP February 2008 - August 2011
JPMorgan Chase December 2003 - February 2008
JPMorgan Chase July 2000 - December 2003
Skills
Estate Tax Planning, Tax Returns, High Net Worth..., Financial Statements, Tax Accounting, Estate Planning, Trust Taxation, Gift Tax, GST, Corporate Tax, Tax Preparation, Taxation of Trusts, Financial Reporting, Income Tax, Personal Income Tax..., Partnership Taxation, Tax Research, LLC, Tax Law, GAAP, Account Reconciliation, Estate & Gift Taxation, Probate Estates, Post - Mortem Trust..., Financial & Fiduciary..., Estate Administration
Education
DePaul University
Bachelor of Applied Science (BASc), Accounting and Finance
The Hearn Company-John Hancock Center Chicago June 2013 - Present
Golub & Company-John Hancock Center Chicago August 2012 - June 2013
Ulta October 2011 - August 2012
JPMorgan Chase April 2009 - September 2011
DePaul University BlueCrew September 2009 - June 2011
DePaul University; Office of Student Involvement September 2007 - January 2011
Alpha Phi International Fraternity: Iota Eta Chapter November 2009 - November 2010
Skills
Event Planning, Fundraising, Social Media, Marketing Communications, Marketing Strategy, Operations, Analytical Skills, Public Relations, Marketing, Clerical Skills, Research, Microsoft Excel, Event Management, Press Releases, Social Networking, Non-profits, PowerPoint, Social Media Marketing, Media Relations, Blogging, Public Speaking, Community Outreach, Outlook, Customer Service, Tenant Coordination, Sales, Customer Satisfaction, Project Management, Problem Solving, Communication Skills, Financial Reporting, Financial Services, Budgets, Facebook
Education
DePaul University 2007 — 2011
BA, Political Science
CJL Risk Enterprises, LLC 2015 - Present
GARP - Buy Side Risk Managers Forum 2013 - 2014
Northern Trust Asset Management 2007 - 2013
Federal Deposit Insurance Corporation 2005 - 2007
JPMorgan Chase March 1990 - October 2003
Bank One 1998 - 2003
First Chicago NBD 1995 - 1998
First National Bank of Chicago 1990 - 1995
Skills
Derivatives, Capital Markets, Risk Management, Fixed Income, Hedge Funds, Market Risk, Financial Risk, Portfolio Management, Equities, Enterprise Risk..., Credit Risk, Asset Management, Valuation, Financial Services, Operational Risk..., Operational Risk, Investment Management, Investments, Financial Regulation, Treasury Management, Strategy, Governance, Securities Regulation, Credit Analysis, Financial Institutions
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Illinois Wesleyan University 1985 — 1989
Bachelor's Degree, Business Administration
Oracle April 2013 - Present
Groupon February 2012 - April 2013
Groupon September 2011 - February 2012
Orbitz January 2008 - September 2011
Orbitz August 2007 - January 2008
JPMorgan Chase May 2006 - August 2007
JPMorgan September 2004 - May 2006
JPMorgan Chase January 2000 - September 2004
Bank One February 1999 - January 2000
Dorenfest Associates 1997 - 1998
Skills
Analysis, Requirements Gathering, Business Intelligence, QlikView, ETL, Data Warehousing, Microstrategy, Cognos, Agile Methodologies, Agile Project Management, Agile Business..., Dimensional Modeling, Data Quality, Scrum, Business Analytics, Web Analytics, Product Evangelism, Business Analysis, Embarcadero, Analytics, Oracle, Management, Managerial, E-commerce, Business Objects, Databases, SDLC, Product Management, Business Requirements, Teradata, Strategy, Project Management, Data Integration, Data Modeling, OBIEE, Oracle Exalytics, Endeca, Oracle BI Applications, Process Improvement, Software Development, Dashboard, Data Warehouse..., Big Data, Oracle BI EE
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2011
MBA, Marketing Management
Michigan State University 1989 — 1993
BA, History
US Bank December 2010 - Present
Fannie Mae October 2009 - December 2010
AAM June 2009 - September 2009
RiverSource Investments December 2002 - February 2009
Lincoln Capital Management January 2000 - December 2002
Stein Roe & Farnham November 1994 - January 2000
JPMorgan Chase 1993 - 1994
US Trust Company 1990 - 1994
Putnam Investments October 1988 - January 1990
Skills
Fixed Income, Investments, Credit, Securities, Portfolio Management, Credit Risk, Financial Modeling, Financial Analysis, Fixed Income Analysis, Financial Services, Bloomberg, Securitization, Credit Analysis, High Yield, Capital Markets, Financial Risk, Asset Management, Banking, Risk Management, Accounting, Bonds, Risk, Compliance, Research, Debt, Excel, Recommendations, Economics, Public Speaking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
Marquette University 1984 — 1988
Bachelor of Science (BS), Busines Administratin - Finance
Bishop Noll Institute 1980 — 1984
High School Diploma, College Prep
Discover Financial Services May 2015 - Present
Discover Financial Services November 2014 - April 2015
JPMorgan Chase January 2005 - November 2014
JPMorgan Chase September 2001 - January 2005
Skills
Loans, Cross-functional Team..., Credit, Small Business Lending, Banking, Credit Analysis, Mortgage Lending, Relationship Management, Microsoft Office..., Lotus Notes, Client Service Oriented, Project Management, Change Management, Analytics, Compliance, Account Management, Investigative Research, Fraud Detection, SharePoint, Client Services, Consumer Lending, Financial Services, Risk Management, Investments, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, International Business Mgmt & HR Business Mgmt
Loyola University of Chicago
BS, Anthropology
JP Morgan Securities October 2013 - Present
J.P. Morgan Securities March 2010 - October 2013
JP Morgan Securities November 2004 - February 2010
JPMorgan Chase August 2003 - November 2004
Skills
Asset Management, Financial Analysis, Securitization, Financial Modeling, Capital Markets, Derivatives, Investment Banking, Fixed Income, Management, ABS, Banking, Finance, Investments, Financial Risk, Loans, Securities, Credit, Analysis, Portfolio Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Finance
University of Utah - David Eccles School of Business 2000 — 2002
Finance, Finance
JPMorgan Chase 2012 - Present
MB Financial Bank 2006 - 2012
Skills
Loans, Credit Analysis, Commercial Lending, Commercial Banking, Middle Market, Credit, Financial Analysis, Small Business Lending, Banking, Consumer Lending, Treasury Management, Lines Of Credit, Loan Origination, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1987 — 1991
MBA, Finance
University of Illinois at Urbana-Champaign 1982 — 1986
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase July 2012 - Present
JPMorgan Chase April 2011 - June 2012
Northeastern Illinois University April 2006 - April 2011
Skills
Financial Analysis, Market Research, Microsoft Excel, PowerPoint, Public Speaking, Data Analysis, Microsoft Office, Analysis, Risk Management, Finance, Access, Leadership, Budgets, Microsoft Word, Banking, Customer Service
Education
DePaul University 2007 — 2010
B.S. Finance and Business Administration, Finance
JPMorgan Chase March 2012 - Present
JPMorgan Chase May 2009 - March 2012
JPMorgan Chase February 2006 - May 2009
CardSmart Systems, Inc. May 2003 - February 2006
Axiom Security LLC November 2001 - November 2003
Motorola October 1999 - November 2001
Integrated Access Systems, Inc. September 1994 - November 1998
Skills
Solution Selling, SaaS, Vendor Management, Strategic Partnerships, Product Management, Cross-functional Team..., Strategy, Analytics, Executive Management, IT Strategy, E-commerce, Financial Services, Marketing, Business Development, Start-ups
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1999
University of Wisconsin-Madison 1986 — 1990
BA, Sociology & Philosophy
Deloitte Touche Tohmatsu Limited June 2015 - Present
Community TV Network October 2012 - Present
J.P. Morgan October 2014 - June 2015
J.P. Morgan May 2013 - August 2014
JPMorgan Chase May 2007 - May 2013
CNA Insurance 2001 - 2007
MetalMaker.com, Inc. 2000 - 2001
GE Rail 1999 - 2000
Skills
Business Analysis, Process Improvement, Strategic Planning, Project Management, Financial Analysis, Risk Management, Operational Risk..., Internal Controls, Compliance, Internet Security, Information Security, Security Operations..., Cyber-security, Fraud Detection, Regulatory Requirements, Resiliency, Banking, IT Strategy, IT Management, RSA SecurID, Insurance, Program Management, Security, Treasury Services, Leadership, Strategy, Vendor Management, SDLC, Management, Executive Management, Financial Risk, Change Management, Product Management, Business Process..., Business Strategy
Education
DePaul University 2010 — 2014
Master of Science, Leadership and Policy Studies
Quinlan School of Business, Loyola University Chicago 2002 — 2005
MBA, Information Systems, Operations
Loyola University of Chicago 1996 — 2001
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
St. Joseph High School 1992 — 1996
Millennium Information Services, Inc. September 2015 - Present
Millennium Information Services, Inc. August 2007 - September 2015
Sheepdog Solutions, Inc March 2005 - August 2007
JPMorgan Chase January 2003 - January 2005
Bank One 2000 - 2003
Millennium Information Services, Inc. September 1997 - December 1999
Skills
Project Finance, Capital Markets, Banking, Technology Planning, Restructuring, Risk Management, Portfolio Management, Fixed Income, Financial Services, Management Consulting, FX Options, Financial Risk, Investment Banking, Program Management, Project Planning, Integration, Financial Markets, Insurance, Financial Reporting, Trading, Equities, Derivatives, Financial Analysis, Enterprise Risk..., Securities, Management, Credit Risk, Asset Management, Accounting, Vendor Management, Underwriting, Executive Management, Options, Mergers & Acquisitions, Bloomberg, Treasury Management, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA, Finance
Barry G. Mogil, Business & Law Counselor December 2005 - Present
JPMorgan Chase 1998 - 2000
Urban Retail Properties (f/k/a JMB Retail Properties Co.) 1994 - 1996
Main Bank, Cole Taylor Financial Group 1985 - 1985
Skills
Real Estate, Real Estate Transactions, Negotiation, Commercial Real Estate, Due Diligence, Residential Homes, Leases, Mergers & Acquisitions, Management, Corporate Law, Private Equity, Contract Negotiation, Real Estate Economics, Entrepreneurship, Small business
Education
The John Marshall Law School 1980 — 1983
Juris Doctor, General Law
DePaul University - Charles H. Kellstadt Graduate School of Business 1974 — 1977
Master of Business Administration (M.B.A.), Finance, General, B+
University of Illinois at Chicago
Bachelor of Science (B.S.), Business Administration and Management, General
Von Steuben H.S.!
Diploma, College prep.
JPMorgan Chase May 2011 - August 2012
Discover Financial Services January 2011 - May 2011
Bovis Lend Lease July 2005 - January 2011
Skills
Business Analysis, SDLC, Visio, Business Process..., User Acceptance Testing, MS Project, Requirements Gathering, Vendor Management, Process Improvement, Requirements Analysis, Project Management, Business Requirements, SharePoint, Project Portfolio..., Risk Management, Change Management, Software Documentation, Program Management, Project Planning, SQL, Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, International Marketing
Northern Illinois University 2002 — 2005
Undergraduate, Operations & Information Systems
Deloitte August 2014 - Present
East Maine School District 63 August 2012 - Present
JPMorgan Chase October 2000 - August 2014
JPMorgan Chase June 2001 - October 2008
Central States Funds 2000 - 2000
Skills
Accounting, Sarbanes-Oxley Act, Management, Finance, Budgets, Financial Analysis, Financial Reporting, Tax, Auditing, Corporate Finance, Strategic Financial..., Account Reconciliation, Income Tax, Financial Modeling, General Ledger, Due Diligence, Tax Accounting, Financial Statements
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
Masters, Taxation
DeVry Institute of Technology 1995 — 1998
BS, Accounting
Driehaus Capital Management March 2009 - Present
Lotsoff Capital Management May 2005 - March 2009
JPMorgan Chase March 2002 - May 2005
JP Morgan Chase March 2002 - May 2005
Bank One March 2002 - May 2005
Skills
Advent Geneva, Credit, Finance, Fixed Income, Equities, Bloomberg, Derivatives, Hedge Funds, Asset Management, Asset Managment, Options, Mutual Funds, Alternative Investments, OTC, Credit Derivatives, Futures, Distressed Debt, Loans, Risk Management, Valuation, Management, Securities, Investments, Capital Markets, Process Improvement, Leadership, Engaging People
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2009
MBA, Finance
Northern Illinois University 1997 — 2001
B.S, Economics
Marist High School Chicago 1993 — 1997
High School
INTL FCStone Securities February 2012 - Present
BP April 2009 - February 2012
BP November 2006 - March 2009
Nuveen Investments 2005 - 2006
JPMorgan Chase 2000 - 2006
BOTCC 1997 - 2002
Fuji Securities Inc. 1985 - 1995
Skills
Streamlining Operations, Capital Management, Trading, Fixed Income, Commodities, Valuation, Back Office, FX, Pricing, Derivatives, Capital Markets, Investments, Business Analysis, Options, Process Improvement, Trading Systems, FX Options, Financial Services, Securities, Hedging, Financial Risk, Commodity
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1997 — 2000
MBA, Finance
Northern Illinois University 1978 — 1982
BS, Finance
JPMorgan Chase January 2014 - Present
Bank of America July 2009 - January 2014
Bank of America October 2007 - July 2009
ABN AMRO October 2005 - October 2007
ABN AMRO March 2000 - October 2005
Popeyes Chicken & Biscuits June 1993 - May 1998
Skills
Product Management, Banking, Billing Systems, Leadership, Management, Training, Business Process, Forecasting, Team Leadership, Payments, Databases, Human Resources, Risk Management, Vendor Management, Business Analysis, Process Improvement, Strategy, Commercial Banking, Analytics
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
MBA, SEV and Operations Management
Saint Xavier University 1996 — 1998
BS, Marketing
Phoenix Closures, Inc. November 2013 - Present
Phoenix Closures, Inc. December 2011 - November 2013
Designed Alloy Products, Inc. November 2005 - November 2011
JPMorgan Chase November 2002 - November 2005
Deloitte April 1999 - October 2002
Alltel Wireless May 1998 - April 1999
Alltel, Inc. (formely 360 Communications) April 1997 - March 1998
Nichicon America Corporation January 1995 - April 1997
Skills
Financial Analysis, Financial Reporting, Accounting, Process Improvement, Managerial Finance, Credit, Business Analysis, Financial Accounting, US GAAP, Management, ERP, General Ledger, Quantitative Research, Information Technology, Microsoft Dynamics ERP, IT Operations, Finance, Forecasting, New Business Development, Strategic Planning, Manufacturing, Team Building
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2002
MBA
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS
J.P. Morgan March 2010 - Present
JPMorgan Chase June 2005 - February 2010
Bank One April 2002 - May 2005
Bank One May 1998 - March 2002
First Chicago NBD April 1995 - April 1998
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
Master of Business Administration (MBA), Leadership and Change Management
University of Illinois at Chicago 1987 — 1991
Bachelor of Science (BS), Management
JPMorgan Chase March 2011 - Present
Capital Financial Bancorp January 2009 - March 2011
Envision Lending Group November 2007 - January 2009
Countrywide Full Spectrum Lending March 2006 - October 2007
Skills
Mortgage Lending, Loans, Sales, Investment Properties, Finance
Education
DePaul University 2002 — 2006
Bachelor of Science, Finance and Sales
JPMorgan Chase 2008 - Present
Skills
Mortgage Lending, Banking, Mortgage Underwriting, Credit Analysis, Residential Mortgages, Consumer Lending, Retail Banking, Commercial Lending, FHA financing, Financial Analysis, VA loans, Business Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 2000
Master of Business Administration (MBA), Marketing
University of Illinois at Chicago 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase September 2005 - Present
Skills
Portfolio Management, Cash Management, Treasury Management, Banking, Risk Management, Financial Analysis, Commercial Banking
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2001
MBA, e-business
1984 — 1989
Bachelor, Mechanical Engineering - High Precision/Biomedical Mechanics
CD Loga
JPMorgan Chase 2012 - Present
JPMorgan Chase October 2008 - June 2012
Washington Mutual March 2002 - 2008
BearingPoint Consulting March 1998 - March 2002
Accenture September 1996 - March 1998
Skills
Vendor Management, Project Management, Sarbanes-Oxley Act, Business Development, Regulations, Cost Benefit, Siebel, Data Transformation, Information Systems, PeopleSoft, SDLC, Project Portfolio..., Business Analysis, Risk Management, Outsourcing, PMP, Process Improvement, Integration
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1996
Dual Masters Degrees in International Finance and International Marketing, Finance and Marketing
Walgreens Boots Alliance February 2015 - Present
Walgreens 2013 - January 2015
Walgreens 2010 - 2013
JPMorgan Chase 2001 - 2010
William Blair and Company 2000 - 2001
Northern Trust 1993 - 2000
Skills
Business Analysis, Business Strategy, CRM, Management, Strategy, Project Planning, Risk Management, Financial Services, Integration, Healthcare, Financial Modeling, Team Management, Product Management, Business Development, Leadership, Vendor Management, Portfolio Management, Business Process, Product Development, Strategic Planning, Thought Leadership, Process Improvement, Finance, Internal Controls
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA)
University of Dayton
Bachelor of Science (BS), Finance
Underwriters Laboratories 2014 - Present
Underwriters Laboratories 2010 - 2014
JPMorgan Chase 2007 - 2010
Aon 2003 - 2007
Skills
SDLC, Vendor Management, SharePoint, Business Analysis, Program Management, Leadership, ITIL, IT Strategy, IT Management, Software Project..., PMP, Integration, Project Portfolio..., Requirements Gathering, Management, Project Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
MBA, Operations and Leadership & Change Management
Indiana University Bloomington 1998 — 2002
BS, Computer Information Systems
JPMorgan Chase
Skills
Process Improvement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
Illinois State University 1986 — 1990
B.S. - Business Administration, Finance
Fifth Third Bank September 2013 - Present
JPMorgan Chase May 2009 - September 2013
Fenwal, Inc., a Fresenius Kabi Company October 2008 - May 2009
Bank of America, N.A. January 2005 - June 2008
Skills
Trade Finance, Credit, Letters of Credit, Trading, Portfolio Management, Financial Analysis, Credit Analysis, Treasury Management, Credit Risk, Risk Management, Management, Cash Management
Education
DePaul University 1999 — 2003
Bachelor of Arts (B.A.), Accounting
Triton College 1991 — 1999
JPMorgan Chase October 2011 - Present
Discover Financial Services February 1999 - October 2011
Discover Card 1999 - October 2011
Kimberly-Clark 1997 - 1999
Education
University of Iowa 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General
University of Iowa - Henry B. Tippie College of Business 1993 — 1997
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA
P&K Research August 2014 - Present
Maximus Government Admin. September 2013 - Present
JPMorgan Chase November 2011 - August 2013
Aon Hewitt May 2011 - October 2011
Radiant Research June 2002 - January 2011
Radiant Development 2002 - 2011
Skills
Microsoft Office, Excel, Word, Customer Service, Health
Education
DePaul University 2002 — 2004
Masters, Applied Professional Studies
Artech October 2009 - Present
Large August 2008 - October 2009
JP Morgan Chase February 2003 - August 2008
JPMorgan Chase 2004 - 2008
IBM Global Services 1999 - 2004
IBM Global Services June 1999 - February 2003
Bank One January 1993 - June 1999
First Chicago NBD 1977 - 1999
First National Bank of Chicago (First Chicago) 1977 - 1986
Skills
IT Service Management, Unix, Servers, Management, Mainframe, Leadership, Windows, Start-ups, z/OS, SDLC, Vendor Management, Disaster Recovery, Integration, Visio, Change Management, Troubleshooting, Security, Data Center, ITIL, Operating Systems, System Administration, Business Process..., Risk Management, Business Analysis, Systems Management, Requirements Analysis, Business Continuity, IT Strategy
Education
DePaul University 1984 — 1985
None, General
Purdue University Calumet 1978 — 1980
None, Information Technology
Thornton Community College 1974 — 1977
None, Information Technology
Security Capital Research & Management, Inc 2004 - Present
JPMorgan Chase 2001 - 2004
Bank One 1999 - 2001
Skills
Real Estate Transactions, Argus Modeling, Market Analysis, Microsoft Excel, DCF Valuation, Financial Analysis, Real Estate Due..., Real Estate, Site To Do Business, CoStar, Valuation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
MBA, Real Estate Finance and Investment, 3.8
University of Illinois at Urbana-Champaign 1995 — 1999
BA, Economics
BMO Private Bank October 2010 - Present
JPMorgan Chase October 2004 - October 2010
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Portfolio Management, Strategic Financial..., Investment Advisory, Mutual Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master's degree, Wealth Management
Purdue University 1999 — 2003
Bachelor of Science, Personal Financial Planning
Northern Trust February 2013 - Present
Apex Systems (currently under contract to Northern Trust) September 2012 - February 2013
JPMorgan Chase September 2011 - August 2012
Premier Systems, Under contract to Northern Trust Bank April 2011 - September 2011
JPMorgan 2004 - 2011
NiSource 2001 - 2004
Skills
Business Analysis, Requirements Gathering, Requirements Analysis, SDLC, Risk Management, Banking, Business Process..., Disaster Recovery, IT Strategy, Financial Services, ITIL, PMO, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., Software Project..., Vendor Management, Visio
Education
DePaul University
M.S., Information Systems with a concentration in Software Engineering and Application Development
University of Illinois at Chicago
B.S., Double Major - Information and Decision Sciences / Management
Deerfield Capital Management LLC July 2004 - Present
State Street Bank March 2003 - May 2004
JPMorgan Chase February 2000 - December 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
MBA, Financial Analysis
JPMorgan Chase June 2012 - Present
J P Morgan Chase June 2009 - June 2012
Skills
Business Development, Credit, Mortgage Lending, Loans, Loan Origination, Banking, Mortgage Banking, Credit Analysis, FHA, Residential Mortgages, Refinance, Consumer Lending, Finance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Governors State University
BA, Business/Accounting
Perficient December 2010 - Present
Competentum Group November 2008 - November 2010
JPMorgan Chase October 2006 - October 2008
Fimat USA September 2000 - October 2006
Options Clearing Corp. January 1998 - September 2000
Skills
Enterprise Architecture, .NET, C#, SOA, XML, WCF, Web Services, ASP.NET, Agile Methodologies, SQL, SharePoint, Software Development, TFS, ASP.NET MVC, Scrum, UML, LINQ
Education
DePaul University 2000 — 2010
MS, Software Engineering
University of Illinois at Chicago 1995 — 1999
BS, Math & Computer Science
Goelzer Investment Management March 2012 - Present
JP Morgan July 2002 - March 2012
JPMorgan Chase March 1992 - July 2002
Skills
Investments, Portfolio Management, Finance, Financial Advisory, Fixed Income, Wealth Management, Financial Modeling, Options, Valuation, Asset Allocation, Equities, Hedge Funds, Series 7, Asset Management, Alternative Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1997
MBA, Finance
Miami University 1987 — 1991
BA, Finance
JPMorgan Chase October 1992 - Present
JPMorgan Chase December 1988 - October 1992
Skills
Wealth Management, Investments, Portfolio Management, Real Estate, Management
Education
DePaul University 1986 — 1990
Bachelors of Science, Accounting
IBM September 2012 - Present
CSC June 2011 - September 2012
nVISIA July 2009 - March 2010
IBM Global Services June 2008 - June 2009
JPMorgan Chase October 2005 - June 2008
IBM Global Services October 1989 - September 2005
IBM Global Services March 1989 - September 2005
Skills
Resource Management, Application Development, Banking, Global Delivery, IT Strategy
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1986 — 1990
MBA, Finance
Illinois State University 1980 — 1984
BS, Information Technology and Economics
Charles Schwab May 2014 - Present
JPMorgan Chase April 2011 - April 2014
OptionVue Securities Corp January 2007 - April 2011
thinkorswim June 2005 - January 2007
Terra Nova Trading October 2002 - June 2005
Spike Financial Services August 2000 - October 2002
On-Line Investment Services December 1999 - August 2000
William M. Mercer Securities Corp July 1997 - December 1999
TD Waterhouse Investor Services, Inc January 1985 - July 1997
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Illinois State University
BA, Economics
Wheels, Inc. February 2014 - Present
Lake Bluff Brewing Company 2010 - Present
J.P. Morgan July 2011 - January 2014
JPMorgan Chase September 2003 - July 2011
JPMorgan Chase June 1999 - September 2003
JPMorgan Chase June 1996 - June 1999
Skills
Treasury Management, Investment Banking, Capital Markets, Securitization, Structured Finance, Loans, Fixed Income, Investments, Cash Management, Finance, Trading, Mergers & Acquisitions, Credit, Structured Products, Mutual Funds, Securities, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Economics
University of Arkansas 1988 — 1992
BSBA, Marketing Management
J.P. Morgan April 2011 - Present
J.P. Morgan 2008 - 2011
JPMorgan Chase 2007 - 2008
JPMorgan Chase 2004 - 2008
Lincoln Financial Advisors 2003 - 2004
Lincoln Financial Advisors 2002 - 2003
TD Ameritrade 2000 - 2001
Skills
Mutual Funds, Investments, Series 63, Asset Management, Equities, Financial Services, Banking, Credit, Series 7, Financial Planning, Asset Allocation, Employee Training, Personal Finance, Retirement Planning, Wealth Management..., Series 24
Education
DePaul University
BS, Finance
Illinois Railway Museum 2010 - Present
Illinois Railway Museum November 2008 - February 2009
JPMorgan Chase December 2007 - November 2008
JPMorgan Chase NA January 2000 - December 2007
Bank One NA January 1984 - January 2000
Skills
Project Management, Banking, Risk Management, Investment Banking, Treasury Management, FASB, Underwriting, Finance, Fixed Income, Capital Markets, Commercial Banking, Series 7, Securities, Executive Management, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1978
MBA, Business Economics
University of Northern Iowa 1969 — 1973
BA, Marketing
JPMorgan Chase July 1991 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Finance
University of illinois at Chicago 1988 — 1991
BS Accounting, Accounting
JPMorgan Chase June 2009 - Present
HSBC Mortgage Services July 2002 - May 2009
Skills
Banking, Credit Analysis, Mortgage Banking, Mortgage Lending, Refinance, Loans, Credit, Credit Risk, Underwriting, Consumer Lending, Loan Origination, Mortgage Underwriting, Residential Mortgages
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Finance
University of Illinois at Chicago 1995 — 1999
BA, Mathmatics
US Trust,Bank of America July 2005 - Present
JPMorgan Chase September 1987 - July 2005
JPMorgan 1987 - 2005
Skills
Portfolio Management, Investments, Asset Management, Fixed Income, Wealth Management, Alternative Investments, Series 7, Equities, Hedge Funds, Asset Allocation, Capital Markets, Mutual Funds, Banking, Securities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1992
MBA, Finance
Golub Capital April 2015 - Present
Crescent Capital Group October 2013 - Present
Armored Wolf LLC July 2011 - October 2013
Deerfield Capital Management October 2005 - July 2011
JPMorgan Chase 1986 - 2004
Skills
Investments, Leveraged Finance, Banking, High Yield, Loans, Fixed Income, Alternative Investments, Capital Markets, Financial Modeling, Financial Analysis, Trading, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
Loyola University of Chicago 1986 — 1991
BA, Finance
JPMorgan Chase January 2004 - December 2009
Citigroup, Inc February 1997 - January 2004
Citigroup October 1987 - February 1997
Citigroup - Express Money 1987 - 1988
Skills
Financial Analysis, Forecasting, Account Reconciliation, Credit Risk, Financial Services, Finance, Analysis, Treasury Management, Financial Risk, Due Diligence, Process Improvement, Banking, SAP, Management, Accounts Payable, Accounts Receivable, Budgets, Financial Reporting, Portfolio Management, Financial Forecasting, Risk Management, Commercial Lending, Cash Management, Corporate Finance, Strategic Financial..., Enterprise Risk..., Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Fenwick High School
University of Illinois at Chicago
BS, Business Management
JPMorgan Chase
Skills
SDLC, Business Analysis, Visio, Requirements Analysis, SQL
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
M.B.A., Finance
JPMorgan Chase & Co. May 2014 - Present
JPMorgan Chase January 2012 - May 2014
PNC Mortgage March 2008 - January 2012
National City Mortgage 2008 - 2009
Federal Home Loan Bank of Chicago 2004 - 2007
RBC Mortgage Company 1998 - 2004
Illinois Mortgage Bankers Association 1998 - 1999
NBD First Chicago Corp 1984 - 1993
Skills
Loans, Mortgage Banking, Banking, Underwriting, Mortgage Lending, Credit Analysis, FHA, Loan Origination, Credit, Risk Management, Residential Mortgages, Customer Service, Process Improvement, Coaching, Consumer Lending
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance and Financial Management Services
PwC November 2012 - Present
JPMorgan Chase 2012 - November 2012
Deloitte July 2010 - September 2011
Belvedere Trading LLC August 2009 - June 2010
University of Missouri August 2003 - May 2008
Skills
Microsoft Office 2007, Visio, SharePoint, SQL Server, Oracle SQL, Access, Network Security, Monarch, VBA, ASP.NET, UltraEdit, Visual Studio, Python, Computer Hardware, Sybase, Java, HTML + CSS, C++, SQL, Databases, Data Analysis, Data Warehousing, Data Mining, Data Cleaning, E-Discovery Consulting, SSRS, SSIS, SQL Server Management..., SSAS, SAS, Visual Basic, Microsoft SQL Server
Education
DePaul University 2008 — 2010
Bachelor of Science (B.S.), Management Information Systems, 3.7
University of Missouri-Columbia 2001 — 2005
Bachelor of Arts (BA), Accounting and Finance
JPMorgan Chase September 2004 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, International Business
Ummah Labs April 2015 - Present
Vault Mobile Unlocks September 2014 - Present
Mercer Investments March 2012 - June 2014
JPMorgan Chase January 2011 - March 2012
Merrill Lynch April 2010 - June 2010
Skills
Derivatives, Investments, Corporate Finance, Asset Managment, Fixed Income, Valuation, Financial Analysis, Equities, Bloomberg, Alternative Investments, Portfolio Management, Financial Modeling
Education
DePaul University 2009 — 2012
Bachelor of Science, Finance
JPMorgan Chase Benefits Educator, Instructor and AdvisorAON HEWITT2011 - Present
SO Financial Planning October 2010 - Present
JP Morgan Chase 1979 - 2010
Skills
Insurance, Credit Risk, Banking, Risk Management, Financial Analysis, Management, Business Planning, Portfolio Management, Process Improvement, Strategy, Credit, Training, Coaching, Financial Reporting, Analysis, Budgets, Treasury, Relationship Management, Commercial Banking, Financial Risk
Education
DePaul University 1988 — 1994
BS, Marketing
DePaul University
Certified Financial Planner (CFP) Coursework and Certification
Webster University
Masters of Science, Computer Information and Resource Management
J.P. Morgan February 2006 - Present
JPMorgan Chase February 2006 - Present
Skills
Banking, Vendor Management, Quality Assurance, Testing, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, User Acceptance Testing, Visio, Software Project..., PMO, Risk Management, Project Portfolio..., Process Improvement
Education
DePaul University
BA Businsess Management
Green Home Services corporation June 2014 - Present
JPMorgan Chase March 2012 - Present
Skills
Financial Analysis, Microsoft Excel, Budgets, Management, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Strategic Planning, Human Resources
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Science (M.S.)
Roosevelt University 2006 — 2009
Bachelor of Arts (BA)
Bank of America Merrill Lynch January 2015 - Present
PNC May 2012 - December 2014
JPMorgan Chase October 2007 - May 2012
Skills
Sales Management, Leadership, Sales, Investments, Finance, Financial Analysis, Teamwork, Customer Service, Series 63, Risk Management, PowerPoint, Series 7, Banking, Forecasting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2013
MBA, Investment Analysis
University of Wisconsin-Madison 2002 — 2006
Bachelor of Science, Biochemistry
JPMorgan Chase March 2012 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Banking & Applied Econ
Edward Jones November 2014 - March 2015
Northern Trust Corporation July 2012 - October 2014
CIFC (Deerfield Capital Management) July 2004 - December 2011
State Street Corporation March 2003 - May 2004
JPMorgan Chase March 2000 - December 2002
Pioneer Group Incorporated January 1997 - January 2000
Skills
Securities, Mutual Funds, Hedge Funds, Investments, Equities, Financial Analysis, Alternative Investments, Derivatives, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2005 — 2008
MBA, Financial Analysis
Saint Anselm College 1991 — 1995
Bachelor of Arts, Sociology
CME Group April 2006 - Present
JPMorgan Chase October 2004 - April 2006
Skills
Enterprise Architecture, Testing, Data Center, Disaster Recovery, WebSphere MQ, SDLC, High Availability, System Architecture, Requirements Analysis, Servers, Agile Methodologies, TCP/IP, Business Analysis, Integration, Solaris, SAN, Visio, HP NonStop, Unix, Operating Systems, Storage, NonStop SQL, Market Data
Education
DePaul University
Mapua Institute of Technology
BS, Electrical Engineering
BP March 2013 - Present
JPMorgan Chase January 2012 - March 2013
JPMorgan Chase June 2010 - January 2012
Center for Economic Progress January 2005 - April 2008
Skills
FINRA Series 7 licensed, FINRA Series 24 licensed, FINRA Series 63 licensed, FINRA Series 6 licensed, Operations Management, Project Management, Risk Management, Investments, Trading, Banking, Process Improvement, Fixed Income, Securities, Equities, Business Analysis, Financial Services, Mutual Funds, Loans
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Operations Management, With Distinction
University of Wisconsin-Madison 1998 — 2002
BS, Communicative Disorders
JPMorgan Chase December 2013 - Present
J.P. Morgan Chase January 2012 - November 2013
JPMorgan Chase June 2010 - January 2012
Skills
Banking, Microsoft Office, Microsoft Excel, Risk Management, Customer Service, Financial Analysis, Access, Process Improvement, Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2012
Bachelor of Science (BS), Human Resources Management/Personnel Administration, General