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
UBS December 2010 - Present
Deutsche Bank 2007 - 2010
William Blair & Company 2004 - 2007
JPMorgan Chase 2003 - 2004
Callan Associates 1996 - 2003
Skills
Equities, Investment Banking, Derivatives, Asset Management, Portfolio Management, Trading, Financial Markets, Fixed Income, Hedge Funds, Bloomberg, Wealth Management, Investments, Microsoft Office, Asset Allocation
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
University of Virginia
Bachelor of Arts (B.A.), American Government and Politics (United States)
JPMorgan Chase January 2014 - Present
Citigroup August 2008 - July 2013
Citigroup February 2007 - August 2008
CitiFinancial International 2003 - 2007
CitiFinancial International 2001 - 2003
CitiCapital 1996 - 2001
The Associates (acquired by Citigroup) 1993 - 1996
First Gibraltar Bank (acquired by Bank of America) 1989 - 1993
MBank (acquired by Chase) 1982 - 1989
Skills
Financial Modeling, Forecasting, Accounting, Analysis, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Strategic Financial..., Budgeting, Strategic Planning, Due Diligence, Mergers, Team Building, Re-engineering, International Finance, Financial Reporting, Business Planning, Expense Reduction, Restructuring, Process Improvement, Financial Planning, SOX, Capital Budgeting, CPA, Mortgage Lending, Subprime, Growth Strategies, Modeling, Operations and..., IT Implementation, Pricing Analysis, Product Profitability, Leasing, Equipment Finance, Mortgage, Consumer Finance, Retail Banking, Cost Takeout, Customer Profitability, M&A, Essbase, PowerPoint, Cognos tm-1, Divestitures, Financial Controls, capital planning, KPI's, Budgets, Finance, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 1980 — 1982
MBA, Emphasis on Finance
University of Virginia 1975 — 1979
BA, Economics
Digital Insight November 2014 - Present
Cornerstone Advisors, Inc. January 2014 - November 2014
salesforce.com June 2013 - January 2014
Financial Insights October 2008 - June 2013
JPMorgan Chase November 2001 - September 2008
Meridien Research 1999 - November 2001
BankBoston 1995 - 1999
Wachovia 1992 - 1994
Bankers Trust Company 1987 - 1993
Skills
Banking, Risk Management, Capital Markets, Investment Banking, Risk, Analysis, Leadership, Consulting, IT Strategy, Marketing, Business Strategy, Research, Product Management, Strategy, Financial Services, Financial Risk, Salesforce.com, Payments, Business Development, Analytics, Equities, Credit Risk, Business Analysis, Market Research, Start-ups, Retail Banking, Management Consulting, Cash Management, Mergers & Acquisitions, Credit, Portfolio Management, Treasury Management, Commercial Banking
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Business
North Carolina State University 1983 — 1984
BA, Business Mgmt and Economics
BBVA Compass 2012 - Present
JP Morgan Chase November 2005 - June 2012
JPMorgan Chase January 2003 - October 2005
Ford Motor Company January 1996 - January 2003
Skills
Loss Mitigation, Credit, Loans, Underwriting, Credit Analysis, Financial Services, Management, Portfolio Management, Strategy, Risk Management, Commercial Banking, Banking, Budgets, Financial Analysis, Credit Risk, Consumer Lending, Sales Management, Finance, Relationship Management, Commercial Lending, Loan Origination, Sales, Small Business Lending
Education
The University of Texas at Austin 2014 — 2014
Texas Executive Education Program, BBVA School of Management
East Carolina University
Honors
Tapton Comprehensive, England
Farmers National Bank of Emlenton, PA 2015 - Present
Huntington National Bank 2010 - 2013
The Cadle Company 2005 - 2010
JPMorgan Chase 2002 - 2005
Youngstown State University 2002 - 2005
PricewaterhouseCoopers 2000 - 2001
Mellon Bank 1996 - 2000
Skills
Commercial Banking, Portfolio Management, Credit Risk, Credit Management, Risk Management, Data Analysis, Negotiation, Business Development, Mentoring Of Staff, Management Consulting, Distressed Debt, Bankruptcy, Loans, Due Diligence, Banking
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 2000
MBA, Finance with a concentration in valuation
Duquesne University
BS, Business
MidHudson Regional Hospital August 2013 - Present
Sharon Hospital May 2012 - August 2013
JPMorgan Chase February 2006 - August 2007
Encore Credit Corp January 2005 - January 2006
Citi November 1997 - January 2004
Skills
Hematology, Medical Technology, Microbiology, Meditech, Laboratory, Laboratory Medicine, Immunoassays, Chemistry, Quality Control, Testing, Troubleshooting, Blood Bank, Phlebotomy, Medical Terminology, Clinical Chemistry, Hospitals, EMR
Education
Dutchess Community College
Associate of Arts and Sciences (AAS), Medical Laboratory Technician
Dutchess Community College
Associate of Science (A.S.), Adolescent Education 7-12 Biology
Western Connecticut State University
Associate of Science (A.S.), Ancell School of Business
SOI August 2004 - Present
Affiliated Risk Management, Inc August 2004 - Present
JPMorgan Chase August 2003 - August 2004
Skills
Employee Benefits, Benefits Administration, Coaching, Employee Training, Hiring, Customer Service, Marketing Strategy, Insurance, Health Insurance, Strategic Planning, Payroll, New Business Development, Analysis, Project Planning, Recruiting, Management, Operations Management, Workers Compensation
Education
East Carolina University 1995 — 2000
Bachelors of Science Business Administration, Business, Marketing
SunTrust Bank 2013 - Present
JPMorgan Chase 2011 - 2013
JPMorgan Chase 2010 - 2011
JPMorgan Chase 2009 - 2010
JPMorgan Chase 2007 - 2009
Wachovia Bank 2001 - 2005
Skills
Product Management, Segmentation, Analytics, Banking, Financial Modeling, Competitive Analysis, Cross-functional Team..., Financial Services, Business Analysis, Management, CRM, Finance, Financial Analysis, Forecasting, Strategy, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA, Finance
Duke University 1997 — 2001
B.A, Economics; History
Glocap Search 2010 - Present
JPMorgan Chase July 2006 - February 2010
Skills
Investment Banking
Education
Duke University 2002 — 2006
B.A., Public Policy Studies
Hotchkiss School 1998 — 2002
JPMorgan Chase July 2013 - Present
J.P. Morgan January 2012 - July 2013
J.P. Morgan January 2010 - January 2012
J.P. Morgan March 2001 - January 2002
J.P. Morgan January 2001 - January 2002
Miradiant January 2000 - January 2001
EY January 1997 - January 1999
Burson-Marsteller January 1989 - August 1995
Cone Communications August 1986 - January 1989
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master's degree, Marketing and Operations
University of Maryland College Park 1984 — 1986
bachelors of science, Journalism
University of Vermont 1982 — 1984
Communication and Media Studies
West Hempstead High School
Ohio Sports Memorabilia/4th and Goal September 2014 - Present
PMAC Lending Services Inc. October 2013 - August 2014
JPMorgan Chase June 2012 - September 2013
Sports Images, Inc May 2011 - February 2012
Cardboard Heroes, Inc April 2001 - January 2009
Skills
Retail, Marketing, Inventory Management, Customer Service, Training, Promotions, Pricing Strategy, Management, Product Positioning and..., Recruitment and..., Team Mentoring, Mortgage Lending, Residential Mortgages, Fundraising, Charitable Efforts..., Government-insured..., Federal Housing..., Veterans Administration..., HARP, FHA Streamline..., VA Streamline..., Refinance, Purchase mortgage loans, Debt Consolidation..., Conforming Mortgage..., Conventional Mortgage..., First-time Homebuyer..., Fixed-rate Mortgages, Adjustable-rate (ARM)..., Jumbo Mortgage, High Balance Mortgages, DU Refi Plus, FHA 203(k), Sales
Education
Duquesne University 1995 — 1997
B.S, Business Administration; Marketing
JPMorgan Chase June 2014 - Present
The Jersey City International Television & Film Festival January 2014 - Present
JPMorgan Chase April 2008 - Present
Ethical Community Charter School of Jersey City February 2012 - June 2014
JPMorgan Chase October 2011 - June 2014
Deutsche Bank February 2003 - April 2008
Prudential Investments 1986 - 2003
Skills
Risk, Business Management, Process Engineering, Strategic Planning, Risk Management, Vendor Management, Financial Risk, Forecasting, Investments, Management Consulting, Business Analysis, Business Strategy, Finance, Analysis, Analytics, Business Process..., Change Management, Governance, Banking, Program Management, Business Planning, Cash Management, Financial Analysis, Strategy, Relationship Management, Process Improvement, Portfolio Management, Outsourcing, Mergers, Management, Investment Banking, IT Strategy, Fixed Income, Financial Services, Equities, Capital Markets, Corporate Finance, Derivatives, Project Management, Leadership, Financial Modeling, Public Speaking
Education
Duke University - The Fuqua School of Business 2003 — 2004
Executive Development
Rider University 1979 — 1981
BS, Marketing
JPMorgan Chase July 2013 - Present
JPMorgan Chase August 2012 - July 2013
J.P. Morgan Chase & Co. June 2011 - August 2011
Morgan Stanley, Van Kampen Investments June 2007 - June 2010
AG Edwards and Associates November 2006 - December 2006
National Football League April 2006 - September 2006
Skills
Equities, Financial Analysis, Valuation, Financial Modeling, Data Analysis, Investments, Series 7, Capital Markets, Project Management, Series 63, Management, Finance, Securities, Portfolio Management, Analysis, Mutual Funds, Bloomberg, Investment Management
Education
The Ohio State University, Fisher College of Business 2010 — 2012
Master of Business Administration, Investment Management & Strategy
Duke University 2001 — 2005
Bachelor of Arts, Public Policy Studies
JPMorgan Chase February 2013 - Present
PwC May 2012 - August 2012
Longview Center November 2011 - April 2012
ESAB India Ltd. July 2009 - June 2011
Yuken India Limited November 2007 - December 2007
Skills
Market Analysis, Process Optimization, Data Analysis, Product Development, Optimization, Marketing Strategy, Engineering Management, Analysis, Project Management, Energy, Market Research, Product Management, Strategy
Education
Duke University 2011 — 2012
MEMP, Engineering Management, 3.77
National Institute of Technology Tiruchirappalli 2005 — 2009
B.Tech, Mechanical, 3.6
Dubai Modern High School 2001 — 2005
High School, Science & Economics
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase September 2013 - Present
Skills
Social Media, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Social Networking, Sales, Facebook, Leadership, Teamwork, Event Planning
Education
State University of New York at New Paltz 2011 — 2013
Bachelor's Degree, Marketing
Dutchess Community College 2007 — 2010
A.S., Business Administration
JPMorgan Chase June 2014 - Present
Duke University January 2013 - May 2013
NCSU incubator project September 2012 - December 2012
Duke-Lenovo Practicum January 2012 - May 2012
Infosys June 2010 - February 2011
Perceptual And Acoustical Of Hearing aid processed music January 2010 - May 2010
MNE Technologies Pvt. Ltd. May 2009 - June 2009
Skills
ASP.NET, Java, C++, Team Management, Teamwork, Signal Processing, Microsoft Office, Analysis, SQL, Engineering, MS Project, Biomedical Engineering, Microsoft Excel, Market Research, Clinical Research, Statistics, Data Analysis, Research
Education
Duke University 2012 — 2013
Master, Engineering Management
Manipal Institute of Technology 2006 — 2010
B.E, Biomedical
Wells Fargo Securities April 2015 - Present
Merrill Lynch March 2012 - April 2015
Fidelity Investments May 2011 - March 2012
JPMorgan Chase April 2010 - May 2011
Credit Suisse March 2007 - November 2009
Skills
DTC, Financial Software, Microsoft Office, Equities, Microsoft Excel, Financial Operations, Derivatives, Bloomberg, Trading, Fixed Income, Securities, Finance, Financial Services, Account Reconciliation, Investments, Mutual Funds, Series 63, Series 7, Training, Options, Middle Office, Settlement, Investment Banking, Financial Markets, Capital Markets, Corporate Actions, Back Office, Asset Allocation, FINRA, Bonds, ETFs, Equity Derivatives, Equity Trading
Education
East Carolina University - College of Business 2005 — 2006
B.S.B.A., Marketing
East Carolina University 1997 — 2001
Bachelor of Arts, Communications, Public Relations
Credit Suisse June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
US Attorney's Office - EDVA July 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Leadership
Education
Duke University 2011 — 2015
Bachelor’s Degree, Economics (BS) & Philosophy (Minor), Senior Year
JPMorgan Chase November 2009 - Present
Deutsche Bank April 2006 - July 2009
Aviva September 2003 - April 2006
KPMG UK September 1997 - September 2003
Skills
Auditing, Internal Audit, Internal Controls, Trade Finance, Investment Banking, Corporate Banking, Compliance, Life Insurance, Operational Risk..., Financial Services, Risk Management
Education
University of Durham 1994 — 1997
Bachelor of Laws (LL.B.), Law, 2.1
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase October 2010 - Present
Ally Financial Inc. July 2010 - October 2010
Ally Financial Inc. September 2009 - July 2010
Ally Financial Inc. July 2007 - September 2009
McMahon Financial September 2006 - May 2007
Skills
Credit Analysis, Financial Analysis, Risk Management, Banking, Business Development, Credit, Credit Risk, Finance, Financial Modeling, Financial Risk, Loans, Management, Portfolio Management
Education
Loyola University Chicago 2010 — 2014
Master of Business Administration (M.B.A.), Finance, 3.9
Duquesne University 2003 — 2007
Bachelor of Business Administration (BBA), Economics, 3.4
JOHN F. KENNEDY CATHOLIC HIGH SCHOOL 1999 — 2003
HIGH SCHOOL DIPLOMA, 4.0
PNC October 2014 - Present
JPMorgan Chase November 2008 - October 2014
Skills
Banking, Consumer Lending, Retail Banking, Financial Services, Branch Management, Branch Banking, Deposits, Customer Service
Education
DeVry University 2009 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Dumlupınar Üniversitesi 1999 — 2003
Bachelor's degree, Economics
JPMorgan Chase January 2014 - Present
JP Morgan Chase September 2005 - January 2014
CIGNA Group Insurance July 2005 - September 2005
Cendant Mortgage June 2004 - December 2004
DSM Dyneema January 2003 - May 2003
DSM July 2002 - April 2003
Skills
Quality Assurance, Agile Methodologies, User Acceptance Testing, Quality Center, SDLC, Requirements Analysis, Testing, Scrum, Business Analysis, Visio, SQL, SharePoint, Test Planning, Test Automation, Regression Testing, System Testing, Microsoft SQL Server, Test Strategy, Oracle, Test Management, Requirements Gathering, Systems Analysis, Waterfall
Education
East Carolina University 2000 — 2003
Master of Science, Computer Science
University of Madras 1995 — 1999
Bachelor of Engineering, Computer Science
ADRMortgage.com 2005 - Present
JPMorgan Chase 2003 - 2005
American International Group United Guaranty 1997 - 2003
CMG Mortgage 1996 - 1998
PMI Mortgage Insurance Co. 1989 - 1997
CWM Mortgage Holdings 1995 - 1996
Skills
Marketing, Commercial Mortgages, Rural Development, Mortgage Lending, Mortgage Banking, Loans, Credit, Underwriting, Strategic Planning, Portfolio Management, Risk Management, Banking, Finance, Real Estate, Residential Mortgages, Loan Servicing, Management, Investments, Mortgage Industry
Education
Duke University - The Fuqua School of Business 1985 — 1987
Master of Business Administration (MBA), Finance and Financial Management Services
UMASS, Amherst
Bachelor of Business Administration (BBA), Finance
SunGard February 2014 - Present
SunGard March 2013 - February 2014
Capital Group July 2012 - February 2013
HCL America January 2012 - June 2012
Prudential 2007 - 2011
JPMorgan Chase 2001 - 2007
Pentegra Retirement Services 1999 - 2001
Merrill Lynch 1996 - 1999
ICMA-RC 1989 - 1996
United Savings Bank 1986 - 1989
Skills
Securities, Business Process..., Defined Benefit, Asset Allocation, Relationship Management, 401k, Budgets, Retirement Planning, Mergers & Acquisitions, CRM, Management, Business Analysis, Mutual Funds, Mergers, Program Management, Financial Services, Retirement, Strategy
Education
Marymount University 1988 — 1991
MBA, Finance
Duquesne University 1979 — 1983
B.S., Business Administration and Finance
Wiley June 2015 - Present
JPMorgan Chase September 2011 - May 2015
Alcatel-Lucent December 2006 - July 2011
Lucent Technologies June 2000 - November 2006
Lucent Technologies January 1999 - January 2001
Lucent Technologies 1996 - 2000
AT&T - Business Communications Systems January 1993 - January 1994
Skills
Forecasting, Cross-functional Team..., Financial Modeling, Business Planning, Strategy, Strategic Planning, Process Improvement, Sarbanes-Oxley Act, Mergers, Finance, Business Process..., Strategic Partnerships, Financial Analysis, Analysis, Accounting, Managerial Finance, Business Analysis, Mergers & Acquisitions, Vendor Management, Business Process, Project Management, Internal Controls, Strategic Financial..., Financial Reporting, IT Strategy, Variance Analysis, Budgets, Corporate Finance, Project Planning, Financial Accounting, General Ledger, Investments, Risk Management, Leadership, Acquisition Integration, Executive Management, Financial Planning, Due Diligence
Education
Duke University - The Fuqua School of Business 1998 — 1998
Advanced Management Program, Executive Education
Seton Hall University 1986 — 1989
MBA, Finance
Rider University 1979 — 1982
BS in Commerce, Decisions Sciences & Computer Science
TD Bank Group May 2012 - Present
LL Investments Group LLC November 2010 - Present
Citigroup- Global Transaction Services Technology November 2008 - November 2010
JPMorgan Chase August 2004 - October 2008
JPMorgan Chase January 2003 - August 2004
JPMorgan Chase August 1999 - December 2002
JPMorgan Chase August 1999 - December 2002
Deloitte Consulting/DRT Systems September 1994 - July 1999
Syntel Inc July 1992 - August 1994
NIIT January 1992 - July 1992
Skills
SDLC, Project Planning, Release Management, Credit Cards, Cards, Program Management, PMP, Process Improvement, Business Analysis, Payments, Process Development, Application Development, Deployment, Requirements Analysis, Quality Assurance, MS Project, Software Development, SharePoint, Waterfall, Integration, Vendor Management, Team Building, Architecture, Planning, Change Management, Resource Management, Customer Relations, Strategic Planning, Analysis, Automation, Risk Management, Business Requirements, Mentoring, Software Project..., Budgeting, ITIL, Cross-functional Team..., Management, Project Management, Leadership, Testing, Architectures
Education
Project Management Institute 1999 — 1999
Project Management Professional, Information Technology Project Management
Duquesne University 1995 — 1998
MBA, Business Administration
DSRC Institute 1991 — 1991
Diploma, Software Programming
NIIT 1986 — 1986
Cobol Programming
Madras University 1982 — 1985
Bachelor of Science, Mathematics
Lancaster General Health October 2014 - Present
Delaware Claims Processing Facility August 2012 - August 2014
Barclaycard November 2011 - August 2012
The Bancorp Bank January 2011 - November 2011
OPS Analysis, LLC January 2008 - November 2011
BBVA Compass December 2010 - June 2011
SolomonEdwardsGroup, LLC July 2010 - December 2010
Independence Blue Cross January 2010 - June 2010
INS Services 2009 - 2010
JPMorgan Chase August 2007 - August 2008
Skills
Six Sigma, professional facilitator, Risk Management, Leadership, Process Engineering, Financial Services, Credit Cards, Process Improvement, Operations Management, Executive Management, Facilitators, Strategy, Business Development, Customer Experience, Business Process, Call Centers, Management, Vendor Management, CRM, Business Analysis, Insurance, Project Management, Business Process..., Analysis, Banking, Integration, Change Management
Education
Duquesne University 1974 — 1978
Bachelors of Science, Business and Administration
South Allegheny High School 1971 — 1974
Credit Suisse October 2012 - Present
Ad Astra Per Aspera Consulting November 2008 - Present
Credit Suisse October 2009 - October 2012
Credit Suisse October 2009 - October 2012
Stuart Levine & Associates June 2009 - October 2009
Merrill Lynch August 2004 - June 2008
JPMorgan Chase October 2003 - August 2004
Merrill Lynch December 1993 - January 2003
Merrill Lynch Investment Managers 2000 - 2003
IBM July 1981 - July 1993
Skills
Compliance, Due Diligence, Metrics, Technical Writing, Transparency, Governance, Requirements Management, Training, SDLC, PMP, Program Management, PMO, Business Process..., Risk Management, Project Management, Software Documentation, Project Delivery, Management, IT Strategy, Enterprise Risk..., Project Portfolio..., Vendor Management, Business Analysis, Capital Markets, Project Planning, Strategic Planning, Strategy, Operational Risk..., Process Improvement, Requirements Analysis, Portfolio Management, MS Project, Sarbanes-Oxley Act, Executive Management, Integration, Fixed Income, Finance, Investment Banking, Business Transformation, Resource Management, Software Project..., ITIL, Business Process, Process Engineering, IT Management, Data Warehousing, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 1984 — 1986
M.B.A
The University of Kansas 1973 — 1981
B.A.
Rock Port High School 1961 — 1973
High School Diploma
Rock Port High School
First Data Corporation August 2015 - Present
GLG (Gerson Lehrman Group) 2015 - August 2015
Alden Consulting Group August 2014 - August 2015
Citigroup 2008 - July 2014
Morgan Stanley 2005 - 2008
JPMorgan Chase 2001 - 2005
Pipe9 2000 - 2001
Citigroup 1998 - 2000
Boston Beer Company 1996 - 1997
Ocean Spray Cranberries 1989 - 1996
Skills
Start-ups, Marketing, Market Research, Brand Development, Analytics, Brand Management, New Business Development, Digital Marketing, Database Marketing, Banking, Relationship Management, E-commerce, Advertising, Business Development, Portfolio Management, Marketing Communications, Digital Strategy, P&L Management, Marketing Management
Education
Duke University - The Fuqua School of Business
MBA, Marketing
Franklin & Marshall College
BA, History
JPMorgan Chase January 2005 - September 2014
Skills
Mortgage Banking, Mortgage Underwriting, Credit, Call Center, Loans, Banking, Securities, Credit Analysis, Standards Compliance, 1099 Preparation, Financial Analysis, Purchase Money, Foreclosures, Escalation Resolution, Deed in Lieu, Liens, Short Sales, Debt Consolidation, Microsoft Excel
Education
East Arkansas Community College 1980 — 1983
Social Science / Sociology /Psychology
Indiana Farm Bureau June 2013 - Present
JPMorgan Chase May 2008 - June 2013
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Retirement, Strategic Financial..., Investments, Mutual Funds, Series 6, Long-term Care, Long Term Care Insurance, Estate Planning, IRAs, Financial Planning, Leadership, Microsoft Office, Customer Service
Education
IUPUI 2000 — 2003
Bachelor of Applied Science (BASc), Health and Physical Education/Fitness
Earlham College 1999 — 2000
Centerville High School 1996 — 1999
Manheim May 2014 - Present
JPMorgan Chase September 2010 - Present
BMW Financial Services 1996 - 2010
Mercedes-Benz USA 1994 - 1996
Toyota 1991 - 1994
Skills
Marketing, Automotive, Financial Services, Financial Analysis, Credit Risk, Sales Management, Risk Management, Finance, Process Improvement, Sales, Forecasting, New Business Development, Negotiation, Strategic Planning, Customer Retention
Education
Duquesne University 1985 — 1989
Bachelor of Science (BS), Business/Economics
The Ohio State University 1985 — 1987
Moore & Van Allen, PLLC June 2015 - Present
Axiom November 2013 - June 2015
Quintiles May 2013 - July 2013
AI Patents January 2013 - June 2013
Duke University Office of Licensing and Ventures December 2012 - June 2013
Duke University September 2012 - December 2012
Museum of Science and Industry January 2012 - April 2012
Circuit Court for the Sixth Judicial Circuit of Illinois May 2011 - July 2011
Emerson May 2010 - April 2011
JPMorgan Chase July 2007 - July 2009
Skills
Intellectual Property, Licensing, Analysis, Patents, Problem Solving, Entrepreneurship, Due Diligence, Legal Advice, Litigation, Research, Leadership, Trademarks, Mergers & Acquisitions, Negotiation
Education
Duke University School of Law 2012 — 2013
Master of Laws (LLM), Law & Entrepreneurship
Loyola University Chicago School of Law 2010 — 2012
Doctor of Law (JD), cum laude
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (BS), Mechanical Engineering
Federal Reserve Bank of Boston May 2015 - Present
Commercial Credit Advisors, LLC 2013 - May 2015
Fidelity Investments April 2013 - February 2014
State Street January 2010 - 2012
State Street 2004 - 2009
Deutsche Bank 2001 - 2003
JPMorgan Chase 1980 - 1994
Skills
Fixed Income, Financial Services, Mutual Funds, Asset Managment, Equities, Derivatives, Alternative Investments, Securities, Securities Lending, Investments, Capital Markets, Asset Management, Business Ethics, Compliance, Credit Risk, Fiduciary Management, Operational Risk..., Project Management
Education
Duke University - The Fuqua School of Business 1978 — 1980
MBA, Business Administration
Earlham College 1970 — 1974
BA, Economics
Marist College May 2013 - Present
Marist College February 2012 - April 2013
JPMorgan Chase June 2007 - February 2012
Courtyard by Marriott October 2005 - June 2007
Paratore Chiropractic June 2003 - August 2004
Vassar Brothers Medical Center June 2002 - August 2003
Skills
Payroll, Benefits Administration, Microsoft Office, Customer Service, Training, Team Building, PowerPoint, Microsoft Excel, Budgets, Human Resources, Public Speaking, HR Policies, Applicant Tracking..., Employee Benefits, Microsoft Word, Leadership, Employee Relations, Interviews, Personnel Management, Time Management
Education
Marist College 2012 — 2014
Master of Arts (MA), Communications, 4.0
Marist College 2003 — 2005
Business: Human Resources, Labor Relations, Human Resources Management, Organizational Behavior
Dutchess Community College 2001 — 2003
Business, English, Italian, Spanish, History, Statistics
U.S. Bank 2004 - Present
JPMorgan Chase September 1999 - February 2004
Bank One 1999 - 2004
BankOne/First Chicago 1999 - 2003
PNC Bank 1996 - 1999
PNC Financial Services Group 1996 - 1999
Mellon Financial May 1982 - 1996
Mellon Bank 1982 - 1996
Bank of New York Mellon 1982 - 1996
Mellon Global Cash Management 1982 - 1996
Skills
Lockbox, Strategy, Cash Management, Banking, Management, Treasury Management, Product Management, Risk Management, Commercial Banking, Financial Services, Payments, Vendor Management, Credit, Loans, Relationship Management, Treasury Services, Business Analysis
Education
Duke University - The Fuqua School of Business 1980 — 1982
MBA, Finance and Operations
Virginia Polytechnic Institute and State University 1977 — 1979
BS, Management
Wake Forest University 1975 — 1977
Liberal arts
JPMorgan Chase February 2011 - Present
JPMorgan Chase February 2008 - October 2011
Wawa January 1994 - December 2006
Wawa January 2000 - December 2001
Wawa, Inc. January 1998 - December 2000
Wawa, Inc. January 1993 - December 1998
Skills
Business Planning, Strategy, Marketing Strategy, Human Resources, Start-ups, Product Development, Negotiation, Operations Management, Retail, Sales, Marketing, Analysis
Education
University of Delaware 1987 — 1991
MBA, Finance
Earlham College 1980 — 1984
BA, Economics
Campbell Soup Company July 2014 - Present
Accenture (formerly Procurian) January 2010 - July 2014
JPMorgan Chase November 2007 - December 2008
GlaxoSmithKline May 2006 - October 2007
IBM October 2005 - May 2006
Saks Incorporated June 2003 - August 2005
Skills
Strategic Sourcing, Strategy, Cross-functional Team..., Market Research, Strategic Planning, Supply Chain, Management, Negotiation, CRM, Procurement, Sourcing
Education
North Carolina State University - College of Management 2005 — 2007
MBA, Marketing
East Carolina University 2000 — 2002
BS, Apparel/Textile Merchandising
Wells Fargo February 2009 - Present
JPMorgan Chase June 2005 - January 2009
Skills
Mortgage Banking, Banking, Credit, Loan Origination, Credit Analysis, Residential Mortgages, Mortgage Lending, Loans, Customer Service, Leadership
Education
East Carolina University
BS, Economics, Business
Horizon Pharma plc December 2014 - Present
Real Estate January 2012 - Present
ADP December 2012 - December 2014
Roofmax August 2011 - March 2012
JPMorgan Chase May 2010 - October 2011
US Cellular March 2005 - March 2010
Skills
Real Estate, Referrals, Customer Retention, Sales Operations, Investment Properties, Account Management, Outside Sales, Cold Calling, Sales Management, Territory Growth, Management, Entrepreneurship, Payroll, Training, Small Business, Human Resources, Finance, Networking, Insurance, Leadership, Employee Benefits, Salesforce.com, Sales Presentations, Consulting, Banking, Strategic Planning, Business Development, Recruiting, Accounting, Lead Generation, Business Networking
Education
East Carolina University
Bachelors, Business Administration
Goodrich High School
Indiana Bible College
Associates, Music/Theology
JPMorgan Chase June 1994 - Present
Hibernia National Bank September 1992 - June 1994
American Community School August 1988 - July 1990
Skills
Sales Management, Teaching, Personal Development, Sales, Coaching, Team Building, Training, Leadership Development, Retail Banking
Education
The Ohio State University 1986 — 1988
Master of Arts (M.A.), History, 3.96
University of Durham 1983 — 1986
Bachelor of Arts (B.A.), History
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase & Co. January 2015 - September 2015
JPMorgan Chase August 2011 - December 2014
IMS Consulting January 2011 - August 2011
Continuing Care Rx, Inc October 2007 - September 2009
Continuing Care Rx, Inc August 2005 - October 2007
Continuing Care Rx, Inc August 2000 - August 2005
Rite Aid Pharmacy March 1997 - August 2000
US Army July 1993 - March 1997
Skills
Operations Management, Negotiation, Healthcare, P&L Responsibility, Financial Modeling, Competitive Analysis, Market Research, Retail, Human Resources, Management, Start-ups, Leadership, Entrepreneurship, Diabetes, P&L Management, Hospitals, Cross-functional Team..., Pharmacy, Sales, Finance, Strategy, Product Development, Team Leadership, Pharmaceutical Industry, Analysis, Marketing
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Entrepreneurial Management
Duquesne University 1990 — 1993
BS Pharm, Pharmacy
Gannon University 1988 — 1990
Pre-pharmacy
Winston-Salem Dash April 2015 - July 2015
Deloitte Consulting Llp July 2011 - June 2015
JPMorgan Chase May 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Due Diligence, Data Analysis, Corporate Finance, Microsoft Office, Economics, Microsoft Excel, Business Analysis, Business Strategy, Strategic Planning, Strategic Sourcing, Supply Chain Management, Supply Chain..., Supplier Negotiation, Supplier Sourcing, Procurement, Business Development, Operations Management, Digital Strategy, Telecommunications, Business Analytics, Predictive Analytics, Management, Analysis, PowerPoint
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA)
Wake Forest University 2007 — 2011
Bachelor's degree, International Business Management, Honors
JPMorgan Chase March 2014 - Present
Cravath, Swaine & Moore LLP June 2012 - March 2014
Urban Prep Academies July 2011 - June 2012
Dewey & LeBoeuf LLP June 2010 - August 2010
Cravath, Swaine & Moore LLP June 2007 - December 2009
Skills
Microsoft Office, Spanish, French, Creole, Data Analysis, Teaching, Research, Fundraising, Community Outreach, Nonprofits
Education
Duke University 2007 — 2011
Bachelor of Arts, Sociology
RnD Entertainment Studios 2006 - Present
JPMorgan Chase 2001 - 2006
OpenNetwork Technologies 2000 - 2001
Bank of America 1998 - 2000
SAM’S Club 1993 - 1998
Skills
Film Production, Film, Television, Video Production, Entertainment, Video, Screenwriting, Scripting, Final Cut Pro, Directing, Microsoft Office, Entrepreneurship, Theatre, New Media, Commercials, Editing, Producing, Sound, Camera, Video Editing
Education
The Corporate Training Center @ HCC
Certificate (in progress), CCENT & CCNA
State University of New York at New Paltz 1992 — 1997
B.A., Communications Media Production and Political Science - dual major
Dutchess Community College 1990 — 1992
A.S., Communications and Media Arts
Merrill Lynch November 2013 - Present
JPMorgan Chase April 2009 - November 2013
Verizon Wireless 2006 - 2010
Skills
Mortgage Lending, Loans, Credit, FHA, VA loans, FHA financing, Wealth Management, Financial Services, Relationship Management, Portfolio Management, Investments, Asset Based Lending, Finance
Education
FINRA
Series 66
FINRA
Series 7
NYS Insurance License
Life, Health & Variable Life/Annuities
Dutchess Community College 2003 — 2005
Associates Degree in Business Administration
Durham Public Schools October 2014 - Present
Independent Animal Rescue August 2014 - Present
La Pulga, Puebla, Mexico July 2011 - July 2014
ESL Institute, Puebla September 2011 - May 2014
JPMorgan Chase February 2008 - April 2010
Institute for Peace and Justice at University of San Diego June 2006 - February 2008
CitiGroup Capital Markets August 1989 - February 2005
Burlington Industries June 1986 - August 1989
Knoll June 1982 - June 1984
Skills
Event Planning, Program Management, Building Relationships, Managerial Finance, Budgets, Sales, Leadership, Accounting, Credit, Vendor Management
Education
Duke University - The Fuqua School of Business 1984 — 1986
MBA, Finance and Operations
Franklin & Marshall College 1978 — 1982
BA, Business Administration
Duke University School of Law September 2012 - April 2013
Duke University School of Law January 2013 - March 2013
US Securities and Exchange Commission September 2012 - December 2012
United Guaranty Corporation June 2012 - August 2012
Duke University School of Law May 2011 - August 2011
Ernst & Young July 2007 - August 2010
Citigroup May 2006 - August 2006
JPMorgan Chase May 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Accounting, Broker-Dealer, Legal Research, Auditing, US GAAP, Securities, Securities Lending, Tax, Corporate Finance, Compliance, Tax Law, Corporate Tax, Financial Accounting, Financial Reporting, Financial Statements, Investment Banking, Mortgage Insurance, CPA, Due Diligence, Equities, External Audit, GAAP, Internal Controls, Mortgage Banking, Mortgage Lending, Sarbanes-Oxley, SEC filings, Valuation, Big 4, Investments, Corporate Law, Financial Services, Internal Audit, Capital Markets, Legal Writing, Securities Regulation
Education
Duke University School of Law 2010 — 2013
Juris Doctor
University of Notre Dame - Mendoza College of Business 2007 — 2008
Master of Science, Accountancy
Morehouse College 2003 — 2007
Bachelor of Arts, Business Administration
JPMorgan Chase September 2013 - Present
JPMorgan Chase & Co. August 1998 - Present
JPMorgan Chase September 2011 - September 2013
JPMorgan Chase December 2006 - September 2011
Bank One/JPMorgan Chase August 1998 - December 2006
PNC Financial Service Group, Inc June 1997 - March 1998
Luxenberg, Garbett, Kelly June 1992 - June 1997
Skills
Information Technology, Risk Assessment, Financial Risk, Sarbanes-Oxley Act, CISSP, Network Security, IT Audit, Integration, Analysis
Education
Duquesne University School of Law 1993 — 1996
Juris Doctorate, Law
University of Pittsburgh 1988 — 1992
Bachelor of Science, Information Science
Prism Healthcare Partners LTD April 2015 - Present
The Camden Group October 2010 - April 2015
Strata Decision Technology November 2003 - April 2010
Goldman, Sachs June 2002 - August 2002
JPMorgan Chase July 1997 - June 2001
Skills
Strategic Planning, Strategic Financial..., Healthcare, Leadership, Healthcare Consulting, Business Planning, Fairness Opinions, Finance, Business Valuation, Financial Analysis, Healthcare Industry, Hospitals, Valuation, Business Analysis, Management Consulting, Analytics, Data Analysis, Business Strategy, Financial Modeling, Strategy, Business Development
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Business Administration
Trinity College-Hartford 1993 — 1997
BA, Economics
Accountemps August 2013 - Present
Lori's Stories April 1996 - Present
American Legion Post 71 2007 - Present
MedAllies March 2015 - June 2015
PepsiCo Americas Beverages June 2010 - January 2011
Kelly Services 2010 - 2011
Lori's Stories 1996 - 2011
Argonne Post 71 American Legion June 2008 - May 2010
Flextronics November 2008 - April 2009
JPMorgan Chase October 1989 - April 2007
Skills
Financial Services, Training, Leadership, Access, Banking, Finance, Mutual Funds, Microsoft Office, Microsoft Excel, Management, Public Speaking, Back Office, Fixed Income, Microsoft Word, Securities, Risk Management, PowerPoint, Corporate Actions, Equities, Time Management, Lotus Notes, Cash Management, Interviews, Asset Management, Internet Explorer, Tax Preparation, Presentations, Communication, QuickBooks, Hedge Funds, Account Reconciliation, Settlement, Cross-functional Team..., Fund Accounting, Accounting, Competent Communicator..., Firefox, Gmail, Opera, Supervisory Skills, Microsoft Money, Intellectually Curious, Systems Thinking, Securities Market, Excel, MS Office Suite, Word, Presentation, Client Service, Salesforce
Education
Dutchess Community College 2013 — 2014
Business Adminisration
University of Phoenix 2003 — 2004
General Studies
Shenkan Advisors May 2009 - Present
Needham & Company 2005 - 2009
Wells Fargo 2002 - 2005
JPMorgan Chase 2000 - 2002
Schering-Plough 1994 - 1998
Skills
Due Diligence, Business Development, Market Research, Strategic Planning, Mergers, M&A experience, Healthcare, Mergers & Acquisitions, Start-ups, Business Strategy, Medical Devices, Competitive Analysis, Strategy, Consulting, Finance, Venture Capital, Financial Modeling, Hospitals, Financial Analysis, Management, Investments, Analysis
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
University of Pennsylvania - The Wharton School 1990 — 1994
BA/ BS, B.S. in Economics, B.A. in Anthropology
Ogg Trading, LLC July 2014 - Present
Direct Swap Inc. March 2014 - Present
Thomson Reuters January 2010 - December 2013
FX Alliance, LLC 2002 - 2013
Lava Trading 2004 - December 2009
FXall 2002 - 2004
Morgan Stanley 1998 - 2001
Chemical/Chase Bank 1991 - 1998
JPMorgan Chase 1991 - 1998
Skills
FX, Electronic Trading, Sales Management, FX Options, Low Latency, Market Data, Equities, Trading Systems, Financial Markets, Trading, Investments, Derivatives, FX trading, Hedge Funds, Options
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
Master of Business Administration (MBA), International Finance
Duke University 1980 — 1984
Wells Fargo November 2014 - Present
JPMorgan Chase August 2011 - October 2014
JPMorgan Chase November 2009 - July 2011
National City Bank August 2006 - July 2009
Skills
Banking, Private Banking, Portfolio Management, Financial Modeling, Customer Service, Customer Retention, Building Relationships, Leadership, Sales, New Business Development, Business Development, Analytical Skills, Quantitative Skills, Financial Services, Management, Wealth Management
Education
East Carolina University
Bachelor of Science (BS), Economics
Brecksville, OH
HS Diploma
Colgate Palmolive June 2015 - August 2015
Morgan Stanley January 2012 - July 2014
JPMorgan Chase August 2010 - November 2011
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Durham 2007 — 2010
Bachelor of Arts (BA), English Literature
JPMorgan Chase September 2013 - Present
Radian April 2012 - August 2013
Transamerica April 2007 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
The College of Wooster
Bachelor of Arts (B.A.), Mathematics
West Chester University of Pennsylvania
Master of Science (MSc), Statistics
Connectivity Communications Inc. 2014 - May 2015
SecureState 2013 - 2014
Kaprica Security Inc. 2012 - 2013
Carnegie Mellon University - CyLab 2011 - 2012
Wells Fargo Home Mortgage 2009 - 2010
JPMorgan Chase 2006 - 2009
Brookside Lending, Inc 2004 - 2006
Westinghouse, ITS, AEG, Solar Turbines, Angstrom Sciences Inc. 1987 - 2000
Skills
Marketing Strategy, Security, Sales Management, Account Management, Business Relationship..., Sales Process, Solution Selling, Business Development, Sales, Project Management, Salesforce.com, Program Management, Strategic Sales Plans, Strategic Sales..., Strategic Planning, Sales Strategy, Blueprint Reading, Mechanical Aptitude, MS Dynamics CRM, CAD
Education
Duquesne University
Bachelor of Science
JPMorgan Chase July 1986 - July 2000
Skills
Treasury Management, Business Analysis, Financial Modeling, Financial Analysis, Customer Service
Education
Duke University - The Fuqua School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
Smith College 1980 — 1982
Bachelor of Arts (B.A.), Economics
Lehigh University 1978 — 1980
Economics
Carmel vac January 2015 - Present
Carmel VAC January 2013 - December 2013
JPMorgan Chase November 2005 - November 2009
bank of ny 1989 - 2005
Skills
Cpr Certified, Emergency Medicine, Customer Service, Public Safety, Lotus Notes, Emergency Management, Healthcare, Emergency Services, Microsoft Office, Government, Hospitals, Public Speaking, NIMS
Education
Dutchess Community College 1990 — 2004
Associate's degree, business and psychology
New Rochelle High School 1961 — 1964
JPMorgan Chase October 2013 - July 2014
East Carolina University July 2012 - July 2013
Victoria's Secret July 2011 - August 2011
East Carolina University 2010 - 2011
McDonald´s January 2009 - August 2009
Skills
Leadership, Microsoft Excel, Research, Microsoft Word, Customer Service, Retail Banking, Organization Skills, Banking, Microsoft Office, PowerPoint, Public Speaking, Time Management, Teamwork
Education
East Carolina University 2009 — 2013
Bachelor's degree, Mathematics
Sickler,Torchia, Allen & Churchill CPAs PC November 2013 - Present
ShopRite Supermarkets 2006 - 2013
JPMorgan Chase June 2010 - February 2012
Skills
Accounting, Bookkeeping, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Time Management, Teamwork, Organization, Cash Management, Payroll, Kronos Timekeeping, Multi Tasking, S+
Education
State University of New York at New Paltz 2011 — 2013
Bachelor of Science (B.S.), Accounting
Dutchess Community College 2009 — 2011
Associate of Science (A.S.), Business Administration
Wells Fargo Corporate Global Banking July 2015 - Present
Wells Fargo Bank October 2011 - June 2015
JPMorgan Chase October 2005 - October 2011
JPMorgan Chase July 1998 - October 2005
Sanwa Bank Limited (Japanese Corporate Bank) March 1986 - May 1998
Skills
Credit, Banking, Portfolio Management, Strategic Planning, Corporate Finance, Global Business..., Commercial Lending, Loans, Investments, Commercial Banking, Finance, Fluent Japanese, Risk Management, Treasury Management, Marketing, Strategy, International Business, Financial Analysis
Education
University of Texas at Arlington 1990 — 1995
MBA
Earlham College 1979 — 1983
BA
bswift June 2014 - Present
bswift October 2012 - June 2014
bswift 2012 - 2013
Blockbuster January 2011 - April 2012
Blockbuster Video INC/LLC January 2011 - April 2012
JPMorgan Chase June 2010 - October 2010
RadioShack June 2004 - June 2010
RadioShack June 2004 - June 2010
Skills
Loss Prevention, Driving Results, Store Management, Retail Sales, Profit, Visual Merchandising, Merchandising, Retail, P&L Analysis, Income Statement, Inventory Management, Customer Satisfaction, Deposits, Customer Experience
Education
University of New Hampshire 2003 — 2005
Bachelor's degree, English/Journalism
University of New Hampshire 2003 — 2005
B.A, English/Journalism 2005
Earlham College 2001 — 2003
Japanese Studies/Journalism
Earlham College 2001 — 2003
Journalism and Japanese Studies Major2003
NTT DATA Americas June 2010 - Present
Fannie Mae September 2009 - May 2010
Kaiser Permanente IT February 2008 - September 2009
JPMorgan Chase July 2007 - December 2007
Dell March 2006 - May 2007
Satyam Computers 2001 - January 2006
Education
Duke University - The Fuqua School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Indira Gandhi National Open University
Master's degree in Computer Applications
Osmania University
BCA, Computer Applications
HSBC Global Banking and Markets May 2015 - Present
JPMorgan Chase April 2014 - May 2015
Riker Danzig Scherer Hyland & Perretti LLP June 2013 - April 2014
Cook & Associates, LLC. September 2012 - May 2013
U.S. Department of State June 2012 - August 2012
The United Nations January 2012 - April 2012
Skills
Foreign Policy Analysis, Computer Proficiency, Statistical Modeling, Foreign Languages, Governmental Affairs, International Relations, Political Economy, International Political..., Security Clearance, National Security, Microsoft Office, Technical Writing
Education
John C. Whitehead School of Diplomacy and International Relations, Seton Hall University 2011 — 2013
Master of Arts (M.A.), Diplomacy and International Relations
East Carolina University 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Hispanic Studies, Magna Cum Laude
Universidad Nacional de Costa Rica 2009 — 2010
Study Abroad, Relaciones Internacionales, Lingüística española
Under Armour August 2014 - Present
Under Armour May 2013 - August 2013
JPMorgan Chase 2011 - 2012
JPMorgan Chase 2009 - 2011
JPMorgan Chase 2007 - 2009
Skills
Marketing Strategy, Direct Marketing, Brand Management, Marketing, Competitive Analysis, Cross-functional Team..., Market Research, Digital Marketing, Analytics, Strategy, Email Marketing, Integrated Marketing
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master, Business Administration; Marketing Strategy and Entrepreneurship
Howard University 2003 — 2007
Bachelor, Business Administration; Marketing
Sirius Computer Solutions May 2015 - Present
Varrow January 2014 - May 2015
Varrow April 2011 - July 2014
Hitachi Data Systems September 2008 - April 2011
JPMorgan Chase November 2007 - April 2008
HomeBanc Mortgage Corporation August 2005 - November 2007
Skills
Solution Selling, Salesforce.com, Data Center, Virtualization, Sales, Cisco UCS, Happy Hour, Muffins, Account Management, Disaster Recovery, Cisco Technologies, VMware, Sales Management, IT Service Management, Networking, Business Continuity, Storage, Infrastructure, Information Technology, Cloud Computing, Professional Services, Managed Services, Storage Area Networks, Enterprise Storage, SaaS, Channel Partners, SAN, Bowtie
Education
East Carolina University 1999 — 2003
Member Select and Lender Select Mortgage, divisions of Atlantic Bay Mortgage Group August 2013 - April 2014
KnowledgeTree Inc. December 2012 - August 2013
Wells Fargo Bank April 2010 - December 2012
Lincare May 2009 - April 2010
JPMorgan Chase March 2007 - April 2009
Wells Fargo October 2004 - March 2007
Allied Home Mortgage Capital Corporation 2002 - 2004
North Carolina Department of Crime Control & Public Safety 2000 - 2001
Skills
Consultative Selling..., Strategic Partnerships, Business Planning, Risk Management, Staff Development, Banking, Statistical Modeling, Fraud, Pharmaceutics, Cash Flow, B2B, SaaS, Cloud Applications, Business Development, Strategy, Complex Sales, Selling, CRM, Sales, Leadership, Management, Enterprise Software, Sales Operations, Analytics, New Business Development, Training, Sales Management
Education
East Carolina University 1999 — 2001
MA, Industrial/Organizational Psychology
University of Delaware 1992 — 1996
BA, Psychology/Educational Studies
Shore Regional 1988 — 1992
Advanced Placement/Honors, High School Diploma
JPMorgan Chase & Co. January 2015 - Present
J.P. Morgan July 2009 - Present
JPMorgan Chase July 2006 - June 2009
Skills
Fixed Income Strategies, Fixed Income Analysis, Bond Markets, Private Banking, High Yield Bonds, Alternative Investments, Credit Analysis, Fixed Income, Capital Markets, Hedge Funds, Credit
Education
Duke University 2000 — 2004
Bachelor of Arts (B.A.), Economic History
ReliaMax Holding Company August 2015 - Present
Borro Group Holdings, Limited April 2013 - July 2015
TDX Group November 2009 - March 2013
CMAX Holdings February 2008 - October 2009
Barclaycard July 2006 - February 2008
JPMorgan Chase 1999 - 2006
Skills
Financial Services, Strategy, Mergers, Business Analysis, Vendor Management, Strategic Financial..., Investments, Finance, Financial Risk, CRM, Loans, Credit Cards, Forecasting, Credit, Risk Management, Credit Risk, Portfolio Management, Change Management, Financial Analysis, Retail Banking, Payments, Mergers & Acquisitions, Leadership, Strategic Planning, Analysis, Management, Restructuring, Business Strategy, Cash Management, Financial Modeling, Accounting, Start-ups, Team Management, Financial Planning
Education
Duke University - The Fuqua School of Business 1995 — 1997
Master of Business Administration (MBA), General Management
Wake Forest University 1985 — 1990
BSB, Finance with Honors
Parkway West High School
Citi July 2012 - Present
Citi Cards Japan, Inc. October 2012 - November 2014
Citigroup March 2011 - January 2013
Citi May 2009 - March 2011
Citi May 2006 - May 2009
Citi December 2005 - May 2006
Citi March 2005 - December 2005
JPMorgan Chase March 1999 - March 2005
Independent Consultant September 1996 - March 1999
Citi June 1988 - September 1996
Skills
Business Strategy, Financial Analysis, Credit Cards, Financial Planning, Collections, Risk Management, Mobile Commerce, Mobile Payments, Payments, Portfolio Management, Business Management, Business Analysis, Business Planning, Credit, Competitive Strategy, P&L Management, Credit Risk, Cards, P&L, Product Management, Return on Investment, Consumer Lending, Cross-functional Team..., Loans, Vendor Management, Analytics, Strategy, Financial Risk, Executive Management, Relationship Management, Operational Risk, Finance, Financial Services, Management, Product Development, Retail Banking, Banking, Strategic Financial..., Analysis
Education
Duke University - The Fuqua School of Business 2014 — 2014
Advanced Management Program
Farmingdale State University of New York 1986 — 1988
First Citizens Bank October 2004 - Present
JPMorgan Chase 2001 - 2004
Wachovia Bank & Trust, NA 1990 - 2001
Skills
Credit, Sales Management, Strategic Planning, Real Estate, Retail Banking, Loans, Banking, Wealth Management, Sales, Relationship Management, Management, Risk Management, Strategic Financial..., Commercial Lending, Retirement Planning, Credit Analysis, Negotiation, Financial Analysis
Education
East Carolina University 1986 — 1990
BS, Economics & Mathematics
NRG Energy February 2015 - Present
Liberty Mutual Insurance January 2014 - February 2015
Deutsche Asset Management July 2011 - October 2012
General Motors June 2010 - August 2010
JPMorgan Chase November 2006 - July 2009
Towers Watson May 2004 - October 2006
Skills
Asset Managment, Actuaries, Soccer, Financial Modeling, Valuation, Investments, Financial Analysis, Fixed Income, Corporate Finance, Bloomberg, Capital Markets, Portfolio Management, Equities, Derivatives, Hedge Funds, Alternative Investments, Investment Banking, Private Equity, Investment Management, Due Diligence, Equity Research, Quantitative Analytics, Asset Allocation, Morningstar Direct, Strategic Insights, Series 7, Series 63, Investment Strategies, Equity Valuation
Education
Duke Fuqua School of Business 2009 — 2011
MBA, Finance
Georgia State University - J. Mack Robinson College of Business 2002 — 2004
B.B.A, Actuarial Science
RSM Erasmus Universiteit / Rotterdam School of Management 2011 — 2011
Sirius XM Radio Inc. September 2014 - Present
Various 2010 - 2014
Colgate Palmolive 2006 - 2010
Various 2005 - 2007
Time Inc. 2004 - 2005
Focus Features 2003 - 2004
JPMorgan Chase 2000 - 2002
Columbia House 1998 - 2000
Walt Disney Company 1993 - 1996
Skills
Business Analysis, Business Planning, Marketing Strategy, Vendor Management, Leadership, Business Strategy, Competitive Analysis, Microsoft Office, Financial Analysis, Market Analysis, Business Intelligence, Event Planning, Change Management, Media & Entertainment, Problem Solving, Critical Thinking, International..., Budgeting, Excel, PowerPoint, Word, Writing, Spreadsheets, V Lookups, Nielsen Nitro, R, SQL, Tableau, Microsoft Excel, Budgets, Data Analysis, Management, Strategy, Marketing, Microsoft Word, Program Management, Strategic Planning
Education
Duke University - The Fuqua School of Business
Master of Business Administration (M.B.A.), 3.7
University of Southern California
Bachelor's Degree, Critical Studies, School of Cinema-Television, 3.8
Miami Beach Senior High
R.G. Brewton, Inc February 2015 - Present
R.G. Brewton, Inc October 2013 - January 2015
BNY Mellon July 2012 - October 2013
The Bank of New York Mellon June 2009 - July 2012
JPMorgan Chase May 2007 - August 2007
GNC January 2005 - August 2006
Skills
Forecasting, Sales, Inventory Management, Supply Chain Management, Microsoft Excel, Process Improvement, Analysis, Procurement, Spend Analysis, Supplier Negotiation, Supplier Development, Access, Strategic Sourcing, Logistics, Problem Solving, Supplier Relationship..., Supplier Sourcing, Supplier Management, Customer Service
Education
Duquesne University 2010 — 2012
Master of Business Administration (MBA), Supply Chain Management
Duquesne University 2005 — 2009
Bachelor of Science in Business Administration, Finance; Investment Management
Air France - KLM Cargo and Martinair Cargo June 2014 - Present
JPMorgan Chase December 2013 - March 2014
Burnside Consulting, Inc. February 2012 - July 2013
DICK'S Sporting Goods August 2008 - December 2011
Skills
Accounting, Accounts Receivable, Accounts Payable, Collections, Auditing, Invoicing, Finance, Data Entry, Analysis, Data Analysis, Analytical Skills, SAP, SPSS, Forecasting, Budgets, Tax Preparation, Air Freight, Airway Bill, Iata CASS System, Ad Hoc Reporting, Pricing, Research, CASSLink, Shipping & Receiving, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Access, Outlook, QuickBooks, Cloud Computing, Teamwork, Leadership, Management, Strategic Planning, Training, Cold Calling, Sales, Marketing, Market Research, Advertising, Market Analysis, Event Planning, Customer Service, Facebook, Social Networking, Social Media, Time Management, Public Speaking
Education
State University of New York at New Paltz 2009 — 2011
Bachelor of Science (B.S.), Marketing
Dutchess Community College 2007 — 2009
Associate of Science (A.S.), Business, General
ITRenew November 2013 - Present
ITRenew Inc. 2009 - 2013
ITRenew 2007 - 2009
JPMorgan Chase 2005 - 2007
NASA Ames Research Center 2003 - 2005
Skills
Solution Selling, Negotiation, Contract Negotiation, Business Strategy, Product Management, Business Development, Start-ups, Strategic Planning, Product Marketing, Marketing Strategy, Cross-functional Team..., Competitive Analysis, Business Planning, Entrepreneurship, Staff Empowerment &..., Philanthropic Spirit, Business & Non-Profits, Performance Management, General Management, Operational Excellence, Human Resources, Accounting Operations, Product Development, Project Management, Corporate Strategy, Go-To-Market Strategies, GTM, Social Networking, Venture Capital, Private Equity, Mergers & Acquisitions, Executive Presentations, Customer Development, Cross-Functional Team..., Start-Up Strategy, Growth Strategist, Marketing, Branding, Marketing Rearch, Business Intelligence, Tactical Planning, Relationship Development, Analytical, Patents, Contract Structuring, C++, Java, Oracle, Salesforce.com, VMware
Education
Duke University - Fuqua School of Business
Master of Business Administration (MBA), Emphasis in Strategy and Entrepreneurship
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (BS), Business Administration w/ Emphasis in Finance
Harvard Law School
Program on Negotiation, Deal Set-Up, Design & Implementation
BBVA Compass November 2009 - Present
Compass Bank November 2005 - March 2010
JP Morgan Chase 1999 - 2005
JPMorgan Chase 1995 - 1999
JPMorgan Chase 1988 - 1995
Skills
Banking, Cash Management, Training, Treasury Management, Commercial Lending, Sales, Credit Analysis, Budgets, Credit, Investments, Commercial Banking, Marketing, Loans, Portfolio Management, Private Banking, Retail Banking, Business Analysis, Risk Management, Financial Analysis, Consumer Lending, Small Business Lending, Financial Modeling, Finance, Mortgage Lending, Financial Services, Cross Selling
Education
Duke University - The Fuqua School of Business 1998 — 2001
mba
University of Arizona, Eller College of Management 1976 — 1980
BSBA, Finance
University of Arizona, Eller College of Management 1976 — 1980
BSBA, Finance
The University of Dallas
Amazon 2015 - Present
JPMorgan Chase 2014 - 2015
Capital One 2006 - 2014
Dollar General 2005 - 2006
Skills
Credit Risk, Analytics, Quantitative Analytics, Financial Services, Credit Cards, Business Analytics, Financial Modeling, Financial Risk, Portfolio Management, Relationship Management, Risk Management, SAS, Banking, Marketing Analytics, Valuation, Data Mining, Segmentation, Statistical Modeling, Business Analysis, Analysis, Credit, Management, Strategy, Financial Analysis
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Florida 2004 — 2005
Master of Science (MS), Industrial Engineering
JPMorgan Chase June 2008 - Present
Bear Stearns March 2004 - June 2008
Education
Duke University School of Law 1998 — 2001
New York University
Management Leadership for Tomorrow 2013 - 2014
Plum Restaurant Group 2012 - 2013
JPMorgan Chase 2011 - 2012
Limited Brands, Inc. - Bath & Body Works 2010 - 2011
Continental Airlines 2009 - 2009
The Home Depot 2006 - 2008
Skills
Corporate Finance, Finance, Forecasting, Financial Analysis, Valuation, Due Diligence, Financial Modeling, Process Improvement, Banking, Financial Reporting, Business Analysis, Analysis, Accounting, Account Reconciliation, Data Analysis
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Finance
National University of Singapore / NUS
MBA Exchange Student
Morehouse College
Bachelor of Arts, Business Administration with a concentration in Accounting
JPMorgan Chase October 2013 - Present
UBS 2006 - Present
UBS November 2006 - October 2013
Bank of America 2002 - 2005
Merrill Lynch 1998 - 2002
JP Morgan 1983 - 1998
Skills
Recruiting, Financial Services, Management, Applicant Tracking..., College Recruiting, Talent Management, Employee Engagement, Talent Acquisition, Onboarding, Employer Branding, Human Resources, Performance Management, Workforce Planning
Education
Fuqua School of Business, Duke University
MBA
Vanderbilt University
BA, Political Science
ICC ProgrammerCardinal Health2008 - Present
Information Control Corporation 2008 - 2009
JPMorgan Chase 1992 - 1999
Education
Duke University 1900 — 1900
North Carolina State University 1900 — 1900
MS, Computer Engineering
Exel November 2014 - Present
Exel September 2010 - November 2014
JPMorgan Chase October 2007 - September 2010
First Data Corporation May 2003 - October 2007
JEGS High Performance October 2002 - May 2003
Overton's November 1999 - October 2002
Overton's August 1998 - November 1999
Cone Mills Corporation October 1996 - August 1998
Cone Mills Corporation February 1995 - October 1996
Finish Enterprises Inc. May 1992 - February 1995
Skills
Oracle, Disaster Recovery, Oracle RAC, SQL Tuning, Databases, Microsoft SQL Server, Oracle Enterprise..., Database Administration, Unix, Unix Shell Scripting, Linux, Network Administration, Firewall-1, Road Racing, Shell Scripting, DNS, HP-UX, Security, Perl, Networking, Process Improvement, Technical Support
Education
East Carolina University 1987 — 1990
Louisburg College 1985 — 1987
Washington State Bar Association October 2014 - Present
Department of Revenue September 2014 - Present
Department of Enterprise Services November 2009 - September 2014
JPMorgan Chase July 2008 - December 2008
Smart Online, Inc. November 2005 - March 2008
Soha & Lang March 2004 - October 2005
Correll, Garchie & Edwards, LLP June 2001 - August 2003
Wilson Sonsini Goodrich and Rosati April 2000 - May 2001
Skills
Corporate Law, Legal Writing, Legal Research, Negotiation, Corporate Governance, Contract Management, Commercial Litigation, Securities Regulation, Venture Capital, Legal Advice, Contract Law, Government, Due Diligence, Private Equity, Start-ups, Software Licensing, Outsourcing, Cloud Computing, Contract Negotiation, Ethics, SaaS, Licensing, Legal Issues
Education
Duke University School of Law 1995 — 1998
J.D., Law
Michigan State University 1993 — 1995
B.A., General Business - PreLaw
Saginaw Valley State University 1991 — 1993
N/A, Management
Stone Town Partners January 2010 - Present
JPMorgan Chase February 2005 - December 2009
Bank One February 2003 - February 2005
Bank of America February 1994 - August 2002
Continental Bank June 1985 - February 1994
Skills
Portfolio Management, Credit, Capital Markets, Financial Modeling, Banking
Education
Duke University - The Fuqua School of Business 1983 — 1985
MBA
Rhodes College 1978 — 1982
WellCare Health Plans August 2015 - Present
JPMorgan Chase December 2011 - Present
JPMorgan Chase September 2007 - December 2011
Wells Fargo Bank June 2001 - August 2007
Wells Fargo 2000 - 2001
Protective Industrial Products 1996 - 1999
Skills
Banking, Risk Management, Financial Risk, Financial Services, Business Analysis, SAS, Analytics, Operational Risk, Retail Banking, Business Intelligence, Risk Analytics, Fraud, Call Center, Business Requirements, Data Analysis, Debit Cards, Forecasting, Tableau
Education
State University of New York College at Plattsburgh 1986 — 2003
Bachelor's, Economics w/ Business Admin.
Dutchess Community College 1984 — 1986
FDR HS
Swiss Re January 2013 - Present
Swiss Re September 2004 - December 2012
JPMorgan Chase January 2001 - August 2004
The Chase Manhattan Bank 1981 - 2001
Skills
Investment Banking, Reinsurance, Capital Markets, Insurance, Capital Management, Corporate Finance, Structured Finance, Financial Services, Financial Risk, Mergers, Private Equity, Management, Mergers & Acquisitions, Business Development, Strategy, Risk Management, Leadership, Investments, Enterprise Risk..., Valuation, Portfolio Management
Education
Thunderbird School of Global Management 1980 — 1981
MIM, Finance
University of Cincinnati 1975 — 1979
BA, History
Durham University 1977 — 1978
Politics, History, Religion
Mariemont High School 1971 — 1974
JPMorgan Chase 2005 - Present
Celtic Insurance Company 1994 - 2005
Skills
Requirements Gathering, Vendor Management, SDLC, Business Analysis, Process Improvement, Requirements Analysis, Visio, Business Requirements, SharePoint, Enterprise Architecture
Education
Duquesne University 1987 — 1992
JPMorgan Chase September 2006 - Present
The Bank of New York September 2006 - March 2007
The Bank of New York September 2005 - September 2006
The Bank of New York May 2000 - September 2005
The Bank of New York September 1998 - May 2000
Education
Dutchess Community College 1998 — 2001
Englis
JPMorgan Chase 2007 - 2013
Office Max May 2004 - August 2006
Burger King Corporation August 2001 - May 2004
Skills
Organizational..., Multitasking, Initiating, Customer Service, Deposits, Banking, Cash, Microsoft Office, Payments, Cash Handling, Data Entry, Telephone Skills, Coaching, Consumer Lending
Education
I.U. East 2004 — 2005
Earlham College 2003 — 2004
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase January 2012 - July 2014
Skills
Recruiting, Strategic Planning, Banking, Credit, Finance, Financial Analysis, Financial Services, Leadership, Management, Mortgage Lending
Education
Duke University - The Fuqua School of Business
MBA, Marketing
Howard University
BSEE, Eletrical Engineering
Pacific Life Insurance Company March 2015 - Present
JPMorgan Chase May 2011 - September 2014
Paychex July 2009 - April 2011
Pacific Life Insurance Company April 2008 - January 2009
Nationwide Financial 2002 - 2008
Skills
Series 7, Series 6, Life & Health Insurance..., Financial Services, Estate Planning, Small Business, Life Insurance, Relationship Management, Series 63, Strategic Planning, Asset Allocation, Long-term Care
Education
Duquesne University 1998 — 2001
MBA, MS, Business and Environmental Policy
University of Michigan 1993 — 1998
Bachelors of Science, Environmental Policy & Behavior
Health Integrated 2009 - Present
MetLife October 2007 - April 2009
WellCare May 2006 - September 2007
JPMorgan Chase September 2005 - April 2006
JPMorgan Chase May 2003 - August 2005
Morgan Stanley March 2002 - May 2003
Morgan Stanley March 2001 - February 2002
Skills
Team Building, Program Management, Blended Learning, ADDIE, Instructor-led Training, Coaching, Project Management, Training Delivery, Workshop Facilitation, Learning Management, Performance Management, Technical Writing, Leadership, Change Management, Lotus Notes, Employee Engagement, SharePoint, Strategic Planning, Analysis, Management, Training, HIPAA, Healthcare, Training & Development, Virtual Training, Customer Service..., Google Docs, Training Facilitation
Education
Robert Morris University 1995 — 1997
MS, Communication & Information Science
Duquesne University 1988 — 1992
Bachelor of Arts, Communications
JPMorgan Chase February 2011 - Present
Citigroup September 2009 - March 2011
Citigroup August 2004 - March 2009
Citigroup September 2000 - August 2004
Citigroup April 1991 - September 2000
Citicorp August 1987 - March 1991
Price Waterhouse September 1982 - July 1987
Citigroup 1987 - 1987
Education
New York University School of Law 1981 — 1982
LL.M. - Tax, Taxation
Duke University School of Law 1978 — 1981
J.D., Law
University of Connecticut 1974 — 1978
B.S., Accounting
Branford High School 1970 — 1974
U.S. Bank August 2013 - Present
Chase Business Credit January 1987 - April 2013
JPMorgan Chase 1987 - April 2013
JPMorgan Chase 1987 - 2013
Skills
Portfolio Management, Credit, Loans, Financial Analysis, Credit Analysis, Commercial Lending, Banking
Education
University of Wisconsin-Madison - School of Business
MBA
Duquesne University
Business, Finance
JPMorgan Chase
Skills
Commercial Lending, Commercial Banking, Banking
Education
Duke University
Bachelor of Arts (B.A.)
JPMorgan Chase 2014 - Present
JPMorgan Chase October 2012 - July 2014
JPMorgan Chase April 2009 - October 2012
JP Morgan Chase March 2008 - March 2009
JP Morgan Chase September 2006 - March 2008
JP Morgan Chase January 2002 - September 2006
Skills
Banking
Education
Widener University 1998 — 2002
MBA, Finance
East Carolina University 1992 — 1996
BSBA, Accounting
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase January 2014 - June 2015
JPMorgan Chase January 2013 - January 2014
JPMorgan Chase February 2012 - January 2013
Nationwide Insurance July 2010 - February 2012
Nationwide Insurance May 2009 - August 2009
PNC Financial Services Group August 2005 - August 2008
Carnegie Mellon University September 2005 - May 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Strategic Planning, Business Strategy, Data Analysis, Mergers, Strategy, Business Process..., Mergers & Acquisitions, Analysis, Finance, Leadership
Education
Yale University - Yale School of Management 2008 — 2010
MBA, Finance and Strategy
Duquesne University 2002 — 2005
BSBA, Finance and Accounting
Southern Methodist University 2001 — 2002
Bexley High School
CSG
Village Academy
McGuireWoods LLP June 2011 - May 2015
McGuireWoods LLP April 2010 - May 2011
JPMorgan Chase July 2007 - October 2009
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Finance, Financial Reporting, Analysis, Accounting, Internal Controls, Budgets, Corporate Finance
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Richmond 2003 — 2007
Accounting, Business
Enon Valley Garlic 2009 - Present
JPMORGAN CHASE January 1994 - January 2009
JPMORGAN CHASE January 1985 - January 2009
JPMORGAN CHASE January 1992 - January 1994
JPMORGAN CHASE January 1985 - January 1992
EQUIBANK 1980 - 1984
PNC Bank 1977 - 1980
Skills
CRM, Investments, Banking, Mutual Funds, Financial Services
Education
Duquesne University
BS, Business Administration
University of Pittsburgh
Executive MBA
EY July 2014 - Present
JPMorgan Chase March 2008 - June 2014
Bear, Stearns March 2004 - March 2008
Skills
Management, Document Review, Litigation Support, Securities, Corporate Governance, Litigation, Corporate Law, Privacy Law, Securities Regulation, Legal Research, Negotiation, Intellectual Property, Outsourcing, Litigation Management
Education
Duke University School of Law 1998 — 2001
JD
New York University 1993 — 1995
BFA, Film and Television Production
Wake Forest University 1989 — 1992
Political Sociology and Religion
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase March 2014 - April 2015
JPMorgan Chase & Co. 2012 - 2014
JPMorgan Chase & Co. 2010 - 2012
JPMorgan Chase & Co. 2006 - 2010
Citi June 2004 - July 2006
Bank One January 2001 - June 2004
TCF Consulting January 2000 - January 2001
Skills
Marketing Analytics, Business Planning and..., Credit Card..., Merchant Funded Offers, Commercial Card, Credit Operations, Research, SAS, Tableau, Teradata, Oracle, UNIX, Business Objects, Adobe Insights, MS Map Point, Statistical Modeling, ETL and data warehouse..., Business Intelligence..., Credit, Credit Cards, Analytics, Management, Risk Management, Banking, Financial Services
Education
East Carolina University 1999 — 2000
Master of Science (M.S.), Applied Economics and Econometrics
Mount St. Mary's University 1994 — 1997
BS Math and Economics
J.P. Morgan June 2013 - Present
JPMorgan Chase September 2011 - June 2013
Maxim Group May 2010 - August 2011
Marist College August 2006 - November 2010
Skills
Financial Analysis, Excel, Microsoft Office, P&L, Financial Reporting, Mortgage Banking, Mortgage Lending, Residential Mortgages, Microsoft Excel, Credit, Investments, Equities, Fixed Income
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (MBA), Strategy & General Management
Marist College 2006 — 2010
BS in Finance, Finance
Comerica Bank March 2010 - Present
TCF Bank April 2008 - October 2009
JPMorgan Chase February 2007 - April 2008
Wells Fargo Bank April 1996 - August 2002
Xerox January 1988 - June 1996
Skills
Small Business Lending, Loans, Banking, Retail Banking, Mortgage Lending, Cross Selling, Relationship Management, Branch Management, Deposits, Home Equity Lines of..., Sales, Customer Service, New Business Development, Small Business, Coaching, Mortgage Banking, Commercial Banking, Credit, Consumer Lending, Series 63, Portfolio Management, Commercial Lending, Credit Risk, Treasury Management, Credit Analysis, Lines Of Credit, Insurance, Loan Origination, SBA, Private Banking, Cash Management, Underwriting, Branch Banking
Education
University of Phoenix 2003 — 2005
MBA, Finance
Duquesne University 1982 — 1986
BA, Political Science/Marketing/French
Special Counsel May 2014 - Present
JPMorgan Chase December 2012 - January 2014
Caterpillar Financial September 2003 - August 2007
Caterpillar Financial September 1998 - September 2003
Smith, Gambrell & Russell, LLP September 1994 - September 1998
Powell Goldstein LLP September 1991 - September 1994
Skills
Corporate Law, Securities Law, Securities Offerings, International Law, Secured Transactions, 6 Sigma, Corporate Governance
Education
Duke University School of Law 1988 — 1991
Juris Doctor, Law, With Honors
Indiana University - Kelley School of Business 1979 — 1983
BS, Accounting, With Honors
Neighborhood Christian Legal Clinic March 2012 - Present
JPMorgan Chase December 2011 - February 2012
Indiana Attorney General's Office August 2011 - December 2011
Neighborhood Christian Legal Clinic May 2009 - August 2009
Indiana State Museum 2006 - July 2008
The Orchard School May 2004 - December 2006
Skills
Legal Research, Legal Writing, Litigation, Public Speaking, Community Outreach, Westlaw, Nonprofits, Civil Litigation, Courts, Research, Fundraising, Program Management
Education
Ohio Northern University—Claude W. Pettit College of Law 2008 — 2011
Juris Doctorate
Earlham College 1997 — 2001
B.A., Human Development and Social Relations
Brebeuf Jesuit Preparatory
Brebeuf Jesuit Preparatory
St. Thomas Aquinas
JPMorgan Chase July 1989 - Present
Education
Duke University - The Fuqua School of Business
Princeton University 1979 — 1983
Bachelor of Engineering (BEng)
State of Florida - DOEA November 2014 - Present
JPMorgan Chase October 2011 - Present
NoA January 2014 - Present
Asian American Federation of Florida July 2012 - Present
Asian American Federation of Florida June 2010 - Present
Mayor's Asian American Advisory Board April 2010 - Present
CACS September 2009 - Present
Asian American Federation of Florida October 2009 - June 2012
JP Morgan Chase March 2010 - October 2011
Skills
Analysis, Strategic Planning, Data Analysis, Marketing, Program Management, Nonprofits, Leadership, Public Speaking, Event Planning, Public Relations, Policy, Community Outreach, Fundraising, Leadership Development, Government
Education
East Carolina University 2001 — 2005
PBS, Political Science
CenterPoint Energy February 2015 - Present
American Water 2010 - February 2015
NV Energy 2007 - 2010
NV Energy 2005 - 2007
Merrill Lynch New York 2000 - 2005
JPMorgan Chase 1989 - 2000
Skills
Financial Analysis, Cross-functional Team..., Management Consulting, Treasury, Budgets, Sarbanes-Oxley Act, Capital Markets, Risk Management, Business Process..., Leadership, Finance, Management, Business Planning, Strategic Planning, Managerial Finance, Strategic Financial..., Strategy, Valuation, Operations Management, Forecasting, Credit, Asset Managment, Executive Management, Analysis, Financial Risk, Financial Modeling, Business Strategy, Mergers & Acquisitions, Accounting, Due Diligence, Private Equity, Program Management, Financial Reporting, Project Planning, Contract Negotiation, Change Management, Process Improvement, Banking, Corporate Finance, Investments, Mergers, Restructuring, Internal Controls, Cash Management, Energy, Investor Relations, Start-ups, Asset Management, Acquisition Integration, Analytics
Education
Duke University - Fuqua School of Business 1987 — 1989
MBA, Accounting, Finance
United States Military Academy at West Point 1978 — 1982
BS, Engineering
The Westminster Schools 1972 — 1978
Highschool
JPMorgan Chase July 2013 - Present
Sam's Club October 2010 - November 2011
VERIZON WIRELESS2004 - 2009 August 2008 - October 2009
Verizon Wireless January 2005 - August 2008
Verizon Wireless February 2004 - January 2005
AT&T WIRELESS SERVICES January 2002 - June 2003
AT&T Wireless Services January 2000 - January 2002
AT&T Wireless Services January 1996 - January 2000
AT&T Wireless Services January 1994 - January 1996
Skills
Sales Operations, Management, Training, Leadership, Customer Retention, Cross-functional Team..., Sales, Process Improvement, Customer Satisfaction, Event Planning, Forecasting, Program Management, Customer Service
Education
Duquesne University 1990 — 1992
Bachelor of Science, Business Administration; Marketing
st marys
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase June 2014 - August 2014
IM Trust May 2012 - June 2013
IM Trust April 2010 - May 2012
Banco de Chile August 2008 - March 2010
Skills
Financial Modeling, Investment Banking, Capital Markets, Portfolio Management, Investments, Financial Analysis, Valuation, Asset Managment, Commercial Banking, Credit Risk, Banking, Spanish, Private Banking, Credit, Operational Risk, Derivatives, FX Options
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Finance Concentration
Pontificia Universidad Católica de Chile
Profesional, Ingeniero Comercial
JPMorgan Chase January 2014 - Present
National Defense University October 2010 - December 2013
U.S. Army 2012 - 2013
U.S. Army May 2009 - September 2010
U.S. Army April 2008 - April 2009
U.S. Army June 2007 - April 2008
U.S. Army April 2006 - May 2007
U.S. Army September 2003 - September 2004
U.S. Army June 2002 - August 2003
Skills
National Security, Military, Command, Military Operations, Operational Planning, Security Clearance, Defense, Army, DoD, Counterterrorism, Intelligence Analysis, Government, Foreign Policy, International Relations, Military Experience, Homeland Security, Counterinsurgency, Special Operations, Force Protection, Intelligence, Program Management, Interagency Coordination, Leadership, Policy, Organizational...
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy and Operations Consulting, Second Year--Matriculate December 2013
Naval War College 2004 — 2005
Master in Art, Strategy and Policy, With Distinction
White House Fellow 2003 — 2004
Kennedy School of Government, Harvard University 2001 — 2002
Master of Public Administration, Strategic Communications and Negotiation
Duquesne University 1989 — 1993
Bachelor of Arts (B.A.), History and Political Science; Minor in the Classics, Summa Cum Laude
Plum High School
Visa 2014 - Present
Bank of America 2012 - 2014
Bank of America 2010 - 2012
JPMorgan Chase 2006 - 2010
JPMorgan Chase 2002 - 2006
Daewoo Finance Peru 1995 - 2000
Skills
Risk Management, Portfolio Management, Mergers & Acquisitions, Banking, Corporate Finance, Valuation, Strategy, Financial Risk, Credit, Forecasting, Business Planning, Analytics
Education
Duke University - Fuqua School of Business 2000 — 2002
MBA, Finance, Management
Pontificia Universidad Catolica del Peru 1989 — 1995
BSc, Industrial Engineering
Colegio Militar Leoncio Prado
Direct Source Properties June 2013 - Present
JPMorgan Chase July 2011 - April 2013
New York City Apartments January 2010 - June 2011
Skills
Sales, Residential Mortgages, Mortgage Banking, Microsoft Office, Social Networking, Financial Services, Finance, Small Business, Graphic Design, Web Design, Corporate Branding, People Skills, Real Estate, Adobe Creative Suite, Business Management, Creative Strategy, Creative Real Estate..., Direct Sales, Product Marketing, Mac OS X, Retail Banking, Consulting, Creative Problem Solving, Short Sales, Foreclosures, Residential Homes, Property Management, Investors, Investments
Education
SUNY Empire State College 2013 — 2014
Entrepreneurial and Small Business Operations
The Art Institute of New York City 2009 — 2010
Dutchess Community College 2007 — 2009
Associates, Business
PSQ Capital July 2008 - Present
JPMorgan Chase July 1993 - June 2008
Education
Duke University 1989 — 1993
B.A., Economics/Public Policy
TD December 2010 - Present
5th Ave Spa October 2011 - Present
Promo and Marketing October 2010 - October 2011
JPMorgan Chase May 2008 - October 2010
Nissan North America January 2004 - January 2007
Skills
Shopper Marketing, Marketing, Facebook, FMCG, Sales, Marketing Strategy, Sales Management, Forecasting, Market Research, Customer Service, New Business Development, Retail, CPG Industry, Advertising, Financial Services
Education
The Chubb Institute 1999 — 2000
Computer Programming Certificate
Dutchess Community College 1996 — 1998
Liberal Arts
JPMorgan Chase December 2011 - Present
Branch Banking and Trust May 2006 - September 2009
East Carolina University January 2003 - December 2005
LaGrange Gas and Food Mart May 2003 - September 2005
Subway May 2001 - August 2002
Skills
Access, Databases, Microsoft SQL Server, SQL, SharePoint, VBA, Visio, SAS, VB.NET, SAS programming, Microsoft Office, Microsoft Excel, Microsoft Word, Business Analysis, Data Analysis, PowerPoint
Education
East Carolina University 2002 — 2006
BA, Mathematics
East Carolina University 2002 — 2006
Honors, General Educational Honors
East Carolina University - College of Business 2002 — 2006
BSBA in MIS, Management Information Systems
Nirmala Convent
M.E. Zukerman & Co. May 2013 - Present
JPMorgan Chase March 2003 - January 2005
JPMorgan Chase June 1993 - March 2003
Merrill Lynch February 1991 - September 1991
Skills
Structured Finance, Financial Structuring, Fluent in French and...
Education
University of Durham 1991 — 1992
Master of Science (M.Sc.), Corporate and International Finance
University of Buckingham 1988 — 1991
B.Sc., Economics
Aiglon College, Villars, Switzerland 1986 — 1988
Societe Generale 2011 - Present
Nomura Securities October 2009 - August 2011
JPMorgan Chase May 2003 - October 2009
Credit Suisse August 1999 - May 2003
Skills
Trading, Credit Trading, Fixed Income, Bonds, Investments, Credit, Project Finance, Credit Derivatives, Options, Structured Products, Investment Banking, French Cuisine, Bloomberg, Derivatives, Financial Markets, Securities, Alternative Investments, Series 7
Education
Duke Fuqua School of Business 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of Delaware 1989 — 1993
Bachelor of Science (B.S.), Mechanical Engineering
JPMorgan Chase 2010 - 2013
Education
Eagle Gate College-Layton