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
JPMorgan Chase August 2013 - Present
Figure Skating Instructor August 2007 - May 2013
Citi May 2012 - August 2012
Citi May 2011 - August 2011
Belle Harbor/Breezy Point Physical Therapy July 2006 - December 2010
Wes Gordon, LLC February 2010 - June 2010
Skills
Internal Audit, Auditing, Risk Assessment, Treasury Services, Communication Skills, Microsoft Office, PowerPoint, Microsoft Excel, Networking, Outlook, Financial Analysis, Troubleshooting, Financial Variance..., Financial Reporting, Tax Analysis
Education
Fordham University 2010 — 2013
BA, Political Science
Chase May 2012 - Present
JP Morgan Chase August 2010 - Present
JPMorgan Chase December 2007 - September 2011
Apex Mortgage October 2002 - December 2007
Skills
Strategic Planning, Customer Service, Management, Mortgage Lending, Leadership, Banking, Loans, motivational speaker, homebuying expert, credit analysis and..., business strartup..., Small and large group..., creative problem solving
Education
University of Phoenix
Master of Arts (M.A.), Marketing
Fordham University 1993 — 1997
Bachelor of Arts (B.A.), Communication and Media Studies, 3.2
Allianz\PIMCO September 2000 - April 2010
JPMorgan Chase 1997 - 1999
BNY Mellon 1991 - 1997
J. & W. Seligram & Co., Inc. 1985 - 1990
Dean Witter\Inter Capital 1983 - 1985
Dreyfus Corp 1980 - 1983
Skills
Financial Reporting, Investments, Microsoft Excel
Education
Fordham University 1975 — 1979
Bachelor of Science (BS), Accounting
JPMorgan Chase June 2014 - Present
YMCA of San Francisco December 2013 - June 2014
Town of Clarkstwon Parks and Recreation May 2013 - September 2013
Untied Nations Youth Organizers United to Help Program June 2012 - May 2013
Fordham University Press February 2011 - May 2013
Town of Clarkstown Parks and Recreation June 2011 - August 2011
Town of Clarkstown Parks and Recreation 2008 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Modern Standard Arabic, Lifeguarding
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), International Political Economy, GPA 3.5
CIEE Arabic Language and Culture Program: Amman, Jordan 2012 — 2012
JPMorgan Chase October 2012 - Present
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Finance, Microsoft Office, Investments, Microsoft Word, Accounting, Portfolio Management, Capital Markets, Access, Derivatives, Mutual Funds, Customer Service, Securities
Education
Fordham University 2015 — 2016
Master of Science (MS), Cybersecurity
Monmouth University 2008 — 2012
Bachelor of Science, Business Administration; Finance
JPMorgan Chase May 2014 - Present
Wall Street Warfighters Foundation March 2014 - November 2014
JPMorgan Chase & Co. May 2014 - July 2014
New Horizons Computer learning centers August 2013 - November 2013
Fordham University November 2011 - June 2013
GP Renewables & Trading July 2012 - November 2012
US Department of Homeland Security March 2009 - November 2011
2/23 Weapons Company June 2008 - January 2011
Marines June 2004 - June 2008
Skills
Military Experience, Military, Military Operations, National Security, Security Clearance, Defense, DoD, Operational Planning, Organizational..., Leadership, Security, Public Speaking, Force Protection, Training, Community Outreach, Supervisory Experience, Crisis Management, Time Management, Government, Policy, Supervisory Skills, Risk Assessment, Intelligence Analysis, Counterterrorism, Program Management, Weapons, Counterinsurgency, Leadership Development, Critical Thinking, Tactics, PowerPoint, Microsoft Office, Research, Risk Management, Emergency Management, Team Leadership, Microsoft Word, Microsoft Excel, Combat, Analysis, Operations Management, Strategic Planning, Public Relations, Employee Training, Security Operations, Logistics, Military Training
Education
University of Pennsylvania - The Wharton School 2014 — 2016
SIFMA / Wharton Certificate, Finance, SIFMA: Securities Industry Institute (SII) - Executive Course, Year 1
Fordham University 2011 — 2013
Bachelor's Degree, Political Science and Government
Long Beach City College 2008 — 2011
National Futures Association November 2013 - Present
Bank of Tokyo-Mitsubishi UFJ December 2011 - Present
BNP Paribas January 2010 - Present
Fortis Bank 2005 - Present
Fortis Bank US 2005 - Present
JPMorgan Chase September 1994 - April 2003
prudential 1990 - 1994
Skills
Investment Banking, Capital Markets, Risk Management, Credit Risk, Fixed Income, Derivatives, Financial Risk, FX Options, Market Risk, Banking, Credit
Education
Fordham University
BA, Economics
J.P. Morgan January 2015 - Present
JPMorgan Chase August 2013 - January 2015
JP Morgan Chase June 2012 - August 2013
JPMorgan Chase June 2011 - June 2012
Skills
Valuation, SPSS, Loans, Credit Risk, Financial Modeling, Financial Analysis, Investments, Fixed Income, Variance Analysis, Financial Reporting, Credit, Structured Finance, Corporate Finance, Securities, Finance
Education
Fordham University 2008 — 2012
Bachelor of Science (BS), Finance and Economics
Academy of our Lady of Mercy, Lauralton Hall 2004 — 2008
JPMorgan Chase July 2013 - Present
Memorial Sloan-Kettering Cancer Center March 2012 - July 2013
Vox Media, Inc. March 2006 - July 2013
Laidlaw & Company January 2012 - March 2012
Press Communications 2006 - 2009
Skills
Investment Management, Social Media, Facebook, Blogging, Social Media Marketing, Editing, Social Networking, Microsoft Excel, Digital Media, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Copy Editing, New Media, Public Speaking, Analytics, Digital Marketing, Research, WordPress
Education
Fordham University 2010 — 2013
Bachelor of Science, Finance, Magna Cum Laude
JPMorgan Chase September 2013 - Present
Roman Empire January 2013 - January 2014
LITTLE GIANT (Mali div) - Feature Film April 2012 - April 2013
ZADAR FILM d.d. May 2007 - December 2012
Mystery of the Sea Organs - Short Film August 2012 - August 2012
DRAGOON Film February 2012 - March 2012
ARTIKULTURA Project - ZADAR FILM d.d. October 2008 - June 2010
Zadar Film d.d. October 2006 - April 2008
JPMorgan Chase January 2005 - May 2006
JPMorgan Chase July 2003 - January 2005
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Portfolio Management, Due Diligence, Valuation, Banking, Credit, Investment Banking, Business Strategy, Budgets, Finance, Credit Analysis
Education
UCLA School of Theater Film & Television 2012 — 2013
Professional Program SCREENWRITING
Fordham University 1999 — 2003
Economics, International Economics
JPMorgan Chase September 2011 - Present
Goldman Sachs February 2009 - August 2011
Goldman Sachs February 2008 - February 2009
Goldman Sachs June 2007 - February 2008
Fordham University May 2004 - June 2007
Fordham University August 2004 - January 2007
Skills
Hospitality Industry, Event Planning, Communication, Multi Tasking, Dedicated Professional, Multilingual, Customer Service, Microsoft Excel, Project Management, Event Management, Hiring Employees, Works well with people, Team-oriented, Working With Clients, Conflict Resolution, Friendly Personality, Caring, Business Travel, Communication Skills, Efficiency, Corporate Events, Teamwork, Food, Time Management, Goal Oriented, Diligent, Highly detail oriented, Integrity, Leadership, Vendor Relationships, Travel Planning, Partnerships, Interpersonal..., Calendaring, Training, Meeting Planning, Social Media, Management, Microsoft Office, PowerPoint
Education
Fordham University 2003 — 2007
Bachelor of Arts (BA), Communication and Media Studies
The Mary Louis Academy 1999 — 2003
High School Diploma, General Studies
J.P. Morgan September 2014 - Present
Flash Magazine January 2013 - Present
JPMorgan Chase June 2014 - August 2014
Investment and Security Analysis August 2013 - December 2013
Counterpointe LLC May 2013 - May 2013
Financial Management January 2013 - May 2013
UBS October 2012 - May 2013
Gabelli School of Business - Dean's Council September 2012 - May 2013
Skills
Bloomberg Terminal, Financial Analysis, Bloomberg, Financial Modeling, Capital Markets, Corporate Finance, Finance, Microsoft Excel, PowerPoint, Financial Reporting, Microsoft Office, Financial Accounting, Fundamental Analysis, Microsoft Word, Analysis, Valuation, Portfolio Management, Investments, Business Strategy
Education
Fordham University 2011 — 2015
Bachelor's degree, Finance
Turner Fenton Secondary School 2007 — 2011
IB Certificate
JPMorgan Chase Summer Intern: Credit AnalystSumitomo Mitsui Banking CorporationJune 2012 - August 2012
ALL AMERICAN TECHNOLOGIES June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Accounting, Social Networking
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Finance
Montclair Kimberley Academy
JPMorgan Chase & Co. May 2015 - Present
Fordham University August 2014 - May 2015
JPMorgan Chase June 2014 - May 2015
Gucci September 2013 - May 2014
Morgan Stanley June 2012 - August 2013
Godiva Chocolatier October 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Adobe Acrobat, Public Speaking, Social Media, Social Media Marketing, Research, Customer Service, Marketing, Time Management, Teamwork, Social Networking
Education
Fordham University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Communications and Media Studies Minor, 3.6
Columbus School for Girls 2007 — 2011
First Republic Bank February 2015 - Present
First Republic Bank May 2014 - February 2015
JPMorgan Chase April 2011 - March 2013
AXA Advisors September 2009 - May 2010
AXA Advisors September 2008 - September 2009
Skills
Banking, Credit, Investments, Mortgage Lending, Financial Analysis, Loans, Risk Management, Retail Banking, Commercial Banking, Wealth Management
Education
Fordham University 2004 — 2009
Finance
Fordham University 2004 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
JPMorgan Chase February 2014 - Present
Esquire Bank September 2013 - December 2013
Wells Fargo Advisors September 2012 - January 2013
Manhattan Professional Group December 2011 - August 2012
Skills
Microsoft Word, Microsoft Office, PowerPoint, Bloomberg, Microsoft Excel, Customer Service, Research, Teamwork, Photoshop, English, Windows, Public Speaking, C, Outlook, Time Management, Social Media, HTML, Finance, Auditing
Education
Fordham University 2009 — 2013
Chaminade High School 2005 — 2009
High School Diploma
US Securities and Exchange Commission January 2013 - Present
JPMorgan Chase July 2012 - January 2013
St. Vincent de Paul Securities Arbitration Clinic June 2010 - December 2010
Skills
Microsoft Office, Excel, PowerPoint, Word, Access, LexisNexis, Westlaw, Bloomberg Terminal, Bloomberg, Wealth Management, Securities, Corporate Law, Mergers, Corporate Governance, Legal Writing, Legal Research
Education
St. John's University 2008 — 2011
Juris Doctor (J.D.)
Fordham University 2004 — 2008
Bachelor's Degree, Business Administration; International Business, magna cum laude
JPMorgan Chase September 2014 - Present
JPMorgan Chase June 2013 - September 2014
JPMorgan Chase October 2011 - May 2013
JPMorgan Chase April 2010 - October 2011
JPMorgan Chase May 2009 - April 2010
Skills
Small Business Lending, Lines Of Credit, Financial Services, Portfolio Management, Relationship Management, Cash Management, Credit Analysis, Commercial Lending, Commercial Banking, SBA, Retail Banking, Banking, Loans, Risk Management, Credit, Merchant Services
Education
Fordham University 2006 — 2010
Bachelor of Arts
Citco Fund Services May 2014 - Present
JPMorgan Chase July 2012 - June 2014
JPMorgan Chase June 2011 - August 2011
J.P. Morgan January 2011 - July 2011
Fishkill Allsport Fitness Club May 2008 - August 2010
Skills
Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Analysis, Investments, Corporate Finance, Middle Office, Electronic Trading, Financial Accounting, Financial Analysis, Marketing, Customer Service, Sales, Data Analysis, Accounting, Business Analysis, Auditing, Portfolio Management, Strategy, Financial Services, Private Equity, Finance
Education
Stonehill College 2008 — 2012
Bachelor of Science in Business Administration, Accounting, Computer Information Systems
Fordham University 2011 — 2011
Business
University of International Business & Economics 2010 — 2010
Chinese Business/Culture
JPMorgan Chase October 2004 - Present
Skills
Fixed Income, Equities, Financial Services, Hedge Funds, Series 7, Investments, Alternative Investments, Asset Management
Education
Fordham University 1991 — 1995
Bachelor's degree, Finance, General
Chaminade High School 1987 — 1991
HedgeMark International, LLC June 2015 - Present
Fordham University March 2013 - Present
JPMorgan Chase June 2014 - August 2014
Northwestern Mutual December 2012 - April 2013
Southward Ho Country Club January 2008 - January 2012
Skills
Leadership, Bloomberg Terminal, Problem Solving, Team-oriented, Trading, Written Communication, Social Skills, Economics, Excel Models, Teamwork, Communication, Management, Equity Research, Financial Analysis, Finance, Social Networking, Mathematics, Microsoft Office, Microsoft Word, Access, Microsoft Excel, Public Speaking, Social Media, Time Management, PowerPoint
Education
Fordham University
Degree; Bachelor of Science, Finance/ Business Economics, Senior
Chaminade High School
High School Diploma
Goldman Sachs September 2015 - Present
BNY Mellon August 2015 - September 2015
BNY Mellon July 2012 - September 2015
JPMorgan Chase December 2010 - July 2012
Cablevision May 2009 - December 2010
Skills
Outlook, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Insurance, Microsoft Word, Customer Satisfaction, Customer Service, Social Media, Banking, Negotiation, Hedge Funds, Collateral Management, Sales, Selling
Education
Fordham University 2006 — 2010
BA, Economics, Minor in Business Administration
GE Capital August 2013 - Present
Bank of America 2004 - July 2013
Credit Suisse 1997 - 2004
CIBC World Markets 1997 - 1998
JPMorgan Chase 1985 - 1997
Deutsche Bank 1980 - 1985
Skills
Credit Risk, Leveraged Fi, Enterprise Risk..., Financial Analysis, leveraged lending, Training, Risk Governance, Credit, Market Risk, Financial Risk, Capital Markets, Banking, Credit Analysis, Derivatives, Fixed Income, Loans, Portfolio Management, Risk Management, Leveraged Lending, Investment Banking, Corporate Finance
Education
New York University, Stern School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
Fordham University 1976 — 1979
Bachelor of Science (B.S.), Finance, General
Fidelity Investments October 2014 - Present
Fidelity Investments 2007 - Present
JPMorgan Chase 2005 - 2007
Skills
CPA, Controllership Functions, Financial Analysis, Financial Services, Finance
Education
Fordham University
Accounting
JPMorgan Chase June 2014 - August 2014
Halcyon Asset Management January 2014 - April 2014
Education
Fordham University 2012 — 2015
Global Business Honors Programs, Bachelor of Science (BS), Finance
JPMorgan Chase April 2012 - Present
JPMorgan Chase October 2011 - April 2012
Strategies for Wealth November 2010 - May 2011
Skills
Finance, Portfolio Management, Equities, Sales, Social Media, Investments, Bloomberg Terminal, Financial Services, Loans, Real Estate, Management, Risk Management
Education
Fordham University 2007 — 2011
B.S., Business Administration with a Primary Concentration in Finance
Chaminade High School 2003 — 2007
JPMorgan Chase July 2013 - Present
Sterling Analytics Group February 2012 - July 2013
Sterling Analytics Group July 2010 - February 2012
Skills
Legal Research, Westlaw, Legal Issues, Civil Litigation, Legal Writing, Appeals, Courts, Lexis
Education
Maurice A. Deane School of Law at Hofstra University 2008 — 2011
Fordham University 2002 — 2006
People's United Bank April 2011 - Present
JPMorgan Chase April 2002 - April 2011
HSBC March 1998 - March 2002
Fleet Bank March 1980 - March 1998
Skills
Loans, Commercial Lending, Underwriting, Financial Structuring, Commercial Banking, Credit, Credit Risk, Mergers & Acquisitions, Financial Risk, Small Business Lending, Credit Analysis, Middle Market, Interpersonal Savvy, Banking, Respect, Risk Management, Treasury Management, Cash Management
Education
Fordham University 1979 — 1982
MBA, FINANCE
State University of New York at Stony Brook 1973 — 1977
BA, Economics
Bank of America Merrill Lynch June 2015 - Present
JPMorgan Chase June 2014 - August 2014
Payne Capital Management September 2013 - April 2014
Argo Partners June 2013 - September 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Bloomberg, Teamwork, Public Speaking, Social Media, Economics, Facebook, Access, Customer Service, Outlook, Wealth Management, Investments, LinkedIn
Education
Fordham University 2012 — 2016
Bachelor's Degree, Finance
Walt Whitman High School 2008 — 2012
High School, 99.3/100
TNS Global 2007 - Present
JPMorgan Chase 1983 - 2007
Skills
Business Intelligence, Market Research, Strategy, Banking, Competitive Analysis, Business Analysis, Segmentation, Customer Insight, Financial Services, Project Management, Risk Management, Product Development, CRM, Analytics, Business Strategy, Analysis, Business Development, Marketing Research, Forecasting
Education
Fordham University
BA, Economics
New York University - Leonard N. Stern School of Business
MBA, Marketing
Moody's Corporation June 2011 - Present
The FutureWork Institute December 2005 - May 2011
JPMorgan Chase 2002 - 2005
JP Morgan Chase 1987 - 2005
JPMorgan Chase September 1996 - 2002
JPMorganChase September 1992 - August 1996
JPMorgan Chase September 1987 - 1992
Skills
Change Management, Diversity & Inclusion, Organizational...
Education
Fordham University 1999 — 2001
HR- Organizational Development
Long Island University
Bachelor's degree, International Relations and Affairs
Eagle Point Credit Management July 2014 - Present
JPMorgan Chase September 2008 - June 2014
Sailfish Capital Partners December 2006 - August 2008
Amaranth Advisors June 2003 - November 2006
JPMorgan Chase September 1993 - May 2003
Coopers and Lybrand September 1990 - August 1993
Education
Fordham University 1986 — 1990
Bachelor of Science (BS), Accounting
monsignor farrell
Fordham University Office of Career Services May 2013 - May 2015
JPMorgan Chase June 2014 - August 2014
Fordham University Intramurals September 2012 - May 2014
Fordham University Football September 2012 - November 2013
J.R. Dillon & Daughters Landscaping May 2013 - August 2013
Jerry Capuano Renovations June 2011 - August 2012
Future Stars Sports Academy May 2010 - August 2012
Education
Seton Hall University School of Law 2015 — 2018
Fordham University 2012 — 2015
Bachelor of Arts, Economics, Junior
Capital One April 2015 - Present
JPMorgan Chase Bank, N.A. July 2008 - March 2015
JPMorgan Chase February 2007 - June 2008
Skills
Microsoft Office, Finance, Financial Services, Portfolio Management, Investments, Series 63, Equities, Securities, Mutual Funds, Customer Service, Leadership, Banking, Wealth Management, Series 7
Education
Fordham University 2003 — 2017
Xavier High School 1999 — 2003
JPMorgan Chase August 2007 - Present
Education
Fordham University 2014 — 2016
Post-Back, Pre-Medicine/Pre-Medical Studies
Fordham University 2008 — 2013
Bachelor of Arts (B.A.), Human Development/ Pre-Med
BNY Mellon August 2015 - Present
JPMorgan Chase July 2013 - August 2015
JPMorgan Chase July 2009 - June 2013
Education
Fordham University 2009 — 2013
B.A., Sociology/Communication & Media Studies, Summa Cum Laude
MSCI Inc. September 2008 - Present
Lehman Brothers 2006 - 2008
Holt Learning 2002 - 2006
Merrill Lynch 1998 - 2002
Colgate Palmolive 1994 - 1998
MasterCard 1990 - 1994
JPMorgan Chase 1983 - 1990
Skills
Talent Acquisition, Recruiting, Performance Management, Employee Engagement, New Hire Orientations, Change Management, Succession Planning, Talent Management, Learning & Development..., Training, Leadership Development, Management Development, Onboarding, Organizational Design
Education
Fordham University 1997 — 2007
PhD, Financial & Monetary Economics
Pace University - Lubin School of Business 1986 — 1991
Master of Business Administration (MBA), Accounting
Fordham University 1979 — 1983
Bachelor's degree, Economics
RR Donnelley June 2008 - Present
Bank of America June 2007 - December 2007
Bank of America February 2005 - June 2007
JPMorgan Chase October 2002 - February 2005
Merrill Lynch June 1995 - July 2002
Skills
Account Management, Relationship Management, Financial Advisory, Business Communications, Private Banking, Customer Service, Training, Leadership, Investments, Banking, Financial Services
Education
Fordham University
Bachelor of Arts (BA), Sociology
JPMorgan Chase Web Support / Business AnalystJP Morgan ChaseMay 2010 - July 2013
Merril Lynch Inc February 2008 - May 2010
Merrill Lynch September 2001 - February 2008
Skills
Management, Microsoft Office, Banking, Business Analysis
Education
Fordham University 1993 — 1997
Bachelor of Applied Science (BASc), Computer Science
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - Present
The Friedlander Group January 2014 - May 2014
J.P. Morgan June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
BookRenter December 2011 - May 2012
New England Financial June 2010 - August 2010
Skills
Leadership, Communication Skills, Computer Proficiency, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Finance, Financial Analysis, Analysis, Public Speaking, Financial Modeling, Investments, Market Research, Economic Development
Education
Fordham University
Bachelor of Business Administration (B.B.A.), Finance and Business Economics
Montville Township High School 2006 — 2010
Federal Reserve Bank of New York March 2014 - Present
Federal Reserve Bank of New York May 2009 - February 2014
Federal Reserve Bank of New York May 2001 - May 2009
Federal Reserve System June 1995 - May 2001
JPMorgan Chase May 1995 - August 1995
JPMorgan Chase May 1994 - August 1994
Skills
Citrix, Oracle 10g, Sun..., Microsoft Suite: Highly..., Web sphere..., Requirements Analysis, Project Management, Business Intelligence, Requirements Gathering, Integration, Business Continuity, System Administration, IT Operations, Solution Architecture, Service Delivery, Software Documentation, Banking, Bloomberg, Fixed Income, Financial Modeling, Access, Capital Markets, Valuation, IT Service Management, Information Technology, Risk Management, Business Analysis, SDLC, Management, Process Improvement, Vendor Management, Leadership, Business Process..., Analysis, IT Strategy, Program Management
Education
Mercy College
Master of Science (M.S.), Organizational Leadership, Summa Cum Laude
ny aikikai
1st Dan (Black Belt)
Mercy College
Bachelor of Science (BS), Management, Summa Cum Laude
Pace University
Business/Managerial Economics
Fordham University
Business Administration and Management, General
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase August 2013 - Present
JPMorgan Chase February 2013 - July 2013
Analyst - Corporate and Investment Bank Strategy August 2012 - January 2013
Analyst - January 2012 - July 2012
JPMorgan Chase August 2011 - December 2011
JPMorgan Chase June 2010 - August 2010
Skills
Microsoft Office, Process Improvement, Chinese, Quality Assurance, Microsoft Excel, Management, Leadership, Operations Management, Strategy, Training, Finance, Financial Analysis, Outlook, Portfolio Management, Data Analysis, Risk Management, PowerPoint, Account Reconciliation, Banking, Testing, Microsoft Word, Analysis, Business Analysis
Education
Fordham University 2007 — 2011
Bachelor's degree, Accounting and Finance
Forest Hills High School
JPMorgan Chase July 2014 - Present
JPMorgan Chase June 2013 - June 2014
Fordham University Ramblers May 2012 - May 2014
Fordham University Department of Intercampus Transportation January 2012 - May 2013
Cultural Mixology September 2012 - December 2012
Fordham University Department of Intercampus Transportation October 2010 - December 2011
Skills
Microsoft Office, Financial Accounting, Private Equity, Fund Administration, Financial Modeling
Education
Fordham University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Summa Cum Laude
JPMorgan Chase October 2001 - June 2008
Chase Manhattan Bank/JPMorgan Chase February 1994 - September 2001
Manufacturers Hanover Trust/Chemical Bank July 1987 - February 1994
Goldome Bank October 1986 - July 1987
Skills
Accounting, Analysis, Asset Management, Banking, Bloomberg, Capital Markets, Client Services, Defined Benefit, Defined Contribution, Derivatives, Employee Benefits, Equities, ERISA, Financial Services, Fixed Income, Global Custody, Hedge Funds, Insurance, Investments, Mutual Funds, Portfolio Management, Securities
Education
Fordham University 1982 — 1986
BS, Finance
Regis High School 1978 — 1982
United Global Properties July 2010 - Present
Metropolitan Interpreters and Translators, Inc 2008 - Present
Gotham Realty, LLC 2009 - 2010
Citi 2007 - 2008
Metropolitan Interpreters and Translators, Inc 2006 - 2007
JPMorgan Chase 2005 - 2006
JP Morgan Chase 2002 - 2005
Thomson Financial 2001 - 2002
JPMorgan Chase 1994 - 2001
Skills
Banking, Financial Services, Business, Investments, Customer Service, Finance, Real Estate, Relationship Management, Spanish, Credit, Management, Mortgage Lending
Education
Fordham University 1989 — 1993
B.S., Marketing/Management
JPMorgan Chase August 2012 - Present
AXA Equitable June 2011 - August 2011
Fordham University September 2010 - April 2011
Armstrong, Fisch, and Tutoli May 2010 - August 2010
Skills
Microsoft Office, MS Project, MySQL, SQL, HTML, Java, PHP, phpMyAdmin
Education
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Management Information Systems and Services
J.P. Morgan October 2011 - Present
Standard Bank August 2008 - March 2011
ABN AMRO August 2004 - September 2008
JPMorgan Chase April 2002 - May 2003
Morgan Stanley Investment Management February 2000 - April 2002
Barclays Capital July 1998 - February 2000
Education
Fordham University
JPMorgan Chase June 2014 - Present
Fordham University January 2012 - Present
JPMorgan Chase May 2013 - August 2013
JPMorgan Chase May 2012 - August 2012
UBS Wealth Management November 2011 - May 2012
Skills
Finance, Banking, Analysis, Hedge Funds, Public Relations
Education
Fordham University 2010 — 2014
Applied Accounting and Finance
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase December 2013 - January 2015
Navigant May 2013 - November 2013
Fordham University October 2009 - May 2013
Wells Fargo Advisors July 2012 - August 2012
Staples August 2009 - September 2009
Skills
Access, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Budgets, Analysis, Management, Human Resources, Bloomberg Terminal, Security, Finance, Risk Management, Leadership, Social Media, Financial Analysis, Customer Service, Data Analysis
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Finance
Fordham Preparatory School 2006 — 2009
Riverside Park Capital 2015 - Present
Mortgage Master 2015 - Present
City National Bank January 2013 - June 2015
HSBC Commercial Banking 2010 - 2013
Wells Fargo Private Bank 2008 - 2010
JPMorgan Chase 2004 - 2008
Columbia Business School 2002 - 2004
Merrill Lynch 2001 - 2002
Skills
Banking, Credit Analysis, Portfolio Management, Credit, Investments, Equities, Loans, Financial Analysis, Mortgage Lending, Mortgage Banking, Commercial Banking, Commercial Real Estate, Business Analysis, Business Development, Commercial Lending, Loan Origination, Commercial Mortgages, Finance, Asset Management, Real Estate Economics, Credit Risk, Refinance, Real Estate, Small Business Lending, Relationship Management, Wealth Management, Real Estate Financing, Financial Services, Residential Mortgages, Risk Management, Strategic Financial..., Mortgage Underwriting, Securities, Brokerage, Insurance, Real Estate Development, Negotiation, Real Estate Transactions, Cross Selling, Cash Management, Financial Risk, Private Banking, Valuation, Mutual Funds, Executive Management, Investment Properties, Underwriting, Due Diligence, Private Equity, Construction Loans
Education
ABA Commercial Credit Training 2013 — 2013
Certification, Commercial Credit Underwriting
Fordham University 1997 — 2001
Bachelor of Arts (B.A.), History & Economics
Ridgewood High School 1994 — 1997
Tata Consultancy Services 2012 - Present
Milestone Advisory 2011 - 2012
Tata Consultancy Services 2008 - 2011
Citigroup 2006 - 2008
BearingPoint 2005 - 2006
JPMorgan Chase 2001 - 2005
Skills
Business Analysis, Business Process..., Management Consulting, Banking, Business Strategy, Change Management, Business Transformation, Business Process..., Program Management, Financial Services, Business Process, Strategy, Process Improvement, Project Management, Management, Project Delivery, PMO, Governance, Consulting, Requirements Analysis, Requirements Gathering, PMP, Business Process Design, ERP, Re-engineering, Organizational Design, Training, Relationship Management, Six Sigma, Project Portfolio..., Product Management, Outsourcing
Education
Fordham University
Economics and International Political Economy
University of Sydney
SIR Capital Management July 2011 - Present
Credit Suisse July 2009 - June 2011
Merrill Lynch November 2005 - February 2009
JPMorgan Asset Management July 2004 - November 2005
JPMorgan Chase July 2000 - May 2004
Education
Fordham University 2000 — 2004
Barclays Capital March 2007 - Present
JPMorgan 1987 - 2007
JPMorgan Chase 1987 - 2007
Chase Manhattan Bank 1987 - 2007
JP Morgan 1987 - 2007
Skills
Structured Products, Derivatives, Prime Brokerage, Securities Lending, Hedge Funds, Capital Markets, Investments, Investment Banking, Equities, Banking, Fixed Income, Middle Office, Trading, Equity Derivatives, Series 7, Alternative Investments, Portfolio Management, Financial Services, Trading Systems, Securities, Investment Management, Financial Markets, Asset Management, Bloomberg, Bonds, Private Equity, Electronic Trading
Education
Fordham University 1983 — 1987
BA
St. Anthony's HS 1980 — 1983
High School
JPMorgan Chase September 2012 - Present
JPMorgan January 2012 - August 2012
JPMorgan September 2005 - January 2012
Morgan Stanley July 1996 - September 2005
Education
Fordham University 1992 — 1996
Xaverian
Pershing, a BNY Mellon company April 2013 - Present
Morgan Stanley June 2011 - April 2013
Morgan Stanley October 2007 - June 2011
Finance Bank Holding Co Control Framework October 2007 - June 2011
Goldman Sachs & Co June 2006 - September 2007
Goldman Sachs June 2006 - September 2007
Morgan Stanley March 2002 - June 2006
Morgan Stanley March 2002 - June 2006
JPMorgan Chase May 2000 - March 2002
Skills
Sarbanes-Oxley Act, Basel II, Accounts Payable, Regulatory Reporting, FFIEC 101, Treasury Operations
Education
Fordham University 2006 — 2012
MBA, Accounting, Graduate Level
Fordham University 1996 — 2000
Bachelor's degree, Economics
Xaverian High School 1992 — 1996
AWLN 2005 - Present
JPMorgan Chase 1993 - Present
Private Practice 2002 - 2010
OCPG 1995 - 2010
Skills
Employee Relations, Conflict Resolution, Change Management, Team Building, Leadership, Management Coaching, EAP, Leadership Development, Coaching, Career Development, Psychotherapy, Program Management, Healthcare, Succession Planning, Social Services, Employee Benefits, Personnel Management, Onboarding, Management, Fundraising, Employee Engagement, Mental Health, Career Counseling, Talent Management, Human Resources, Organizational..., Workshop Facilitation, Executive Coaching, Training, Staff Development, Process Improvement, Policy
Education
Fordham University 1989 — 1991
Masters, Social Work
J.P. Morgan January 2014 - Present
HSBC Securities July 2012 - January 2014
HSBC Securities July 2012 - December 2012
HSBC Securities July 2010 - July 2012
Citigroup August 2005 - July 2010
Credit Suisse January 2005 - August 2005
Citco Fund Services April 2004 - July 2004
JPMorgan Chase February 2003 - April 2004
Bank of New York Mellon November 2000 - August 2002
Chase Manhattan Bank/JPMorgan Chase 1995 - 2000
Skills
Client Relationship..., Client Service, Dodd Frank, Operations Management, Middle Office, Securities Regulation, ISDA, Foriegn Exchange, Fail Reporting, Project Management, Creative Problem Solving, MBA Finance, OMGEO, Fixed Income Products, Equity Products, Emerging Markets, Trade Processing, Client Management, Event Planning, Credit Derivatives, Interest Rate..., Equity Derivatives, DTCC, Markit, FX, Derivative Clearing, Collateral Management, Management, master trust accounting, Matrix Management, ISITC, Management Information, Product Management, Derivserv, Derivatives, Markitserv, CRM, Clearing, Client Services, Dodd-Frank, FX Options, Financial Services, Fixed Income, Investment Banking, Securities
Education
Fordham University 1998 — 2000
MBA, Finance & International Business, 3.98
Grove City College 1985 — 1989
BA, History & Political Science
Citibank August 2008 - Present
JPMorgan Chase July 2005 - April 2008
Comsys June 2004 - July 2005
Skills
Onboarding, SDLC, Process Improvement, Time Management, Team Building, Event Planning, Editing, Project Management, Interviews, Business Analysis, Applicant Tracking..., HRIS, Talent Acquisition, Recruiting, Account Management, Facebook
Education
Fordham University 2000 — 2004
JPMorgan Chase June 2004 - Present
Skills
Equities, Marketing, Microsoft Office, Strategic Planning, Sales, Banking, Financial Analysis, Loan Origination, Residential Mortgages, Management, Mortgage Banking, Microsoft Excel, Credit, Investments, Credit Analysis, Customer Service
Education
Fordham University 2000 — 2004
Bank of America / Merrill Lynch April 2002 - Present
JPMorgan Chase 1995 - 2002
MetLife February 1985 - May 1995
Bloomingdales October 1980 - February 1985
Education
Fordham University
JPMorgan Chase 2001 - 2006
JP Morgan Chase 1986 - 2006
Education
Fordham University
BS, Business
St. John's University
MBA, Public Accounting
Matrix Absence Management May 2008 - Present
Matrix Absence Management May 2008 - February 2010
JPMorgan Chase April 2007 - May 2008
Fremont Investment & Loan September 2003 - March 2007
Education
Fordham University
AB March 2015 - Present
ADP June 2014 - March 2015
JP Morgan Chase September 2013 - June 2014
JP Morgan Chase July 2012 - July 2013
JPMorgan Chase September 2011 - July 2012
JPMorgan Chase July 2011 - August 2011
NYC Department of Education August 2003 - August 2011
Skills
Series 6, Series 63, Life Insurance, Small Business, Loans, Financial Services, Management, Mutual Funds, Sales, Series 7
Education
Fordham University 2007 — 2008
Master of Arts, Elementary Education
Seton Hall University 2003 — 2005
M.A, Education
Seton Hall University 1999 — 2003
Bachelor of Arts & Science, Political Science
JPMorgan Chase June 2014 - Present
AIG December 2012 - June 2014
NYSE Euronext June 2012 - November 2012
Homes for the Homeless October 2007 - September 2011
United States Marine Corps July 2003 - July 2007
Education
Fordham University 2009 — 2013
Public Accounting
Morris Hills
JPMorgan Chase April 2008 - Present
JPMorgan Chase February 2007 - February 2008
JPMorgan Chase July 2004 - January 2007
JPMorgan Chase June 2000 - June 2004
Skills
CDO, Structured Products, Structured Finance, ABS, Risk, P&L, Bonds, Financial Risk
Education
Fordham University 2000 — 2004
BA, Mathematics and Economics
Scotia Capital December 2011 - Present
UBS December 2006 - December 2011
RBS Greenwich Capital 2003 - 2006
JPMorgan Chase 2000 - 2002
Skills
Product Control, Fixed Income, Hedge Funds, Bloomberg, Derivatives, Interest Rate..., FX Options, Middle Office, Trading, Capital Markets, Trading Systems, Equities, Credit, Credit Derivatives, Rates, Swaps
Education
Fordham University 1996 — 2000
BS, Finance
JPMorgan Chase January 2007 - January 2011
JPMorgan Chase August 2001 - January 2007
Education
Fordham University 1997 — 2001
WCG Management L.P. November 2008 - Present
Merrill Lynch August 2007 - October 2008
JPMorgan Chase 2006 - 2007
Paloma Partners 2004 - 2006
Dresdner Kleinwort 1996 - 2004
Skills
Account Reconciliation, Accounting, Cash Management, Valuation, Bloomberg, Derivatives, Due Diligence, Equities, Financial Accounting, Financial Analysis, Financial Audits, Financial Modeling, Financial Reporting, Financial Statements, Fixed Income, Fund Accounting, GAAP, Hedge Funds, Internal Controls, Swaps, US GAAP
Education
Fordham University 1994 — 1998
Accounting
JP Morgan Chase 2008 - Present
JPMorgan Treasury & Securities Services 2007 - Present
JPMorgan Treasury & Securities Services 2007 - Present
JPMorgan Chase August 2002 - Present
JP Morgan 2002 - Present
Education
Fordham University 1970 — 1972
JPMorgan Chase July 1999 - Present
Education
Fordham University 1993 — 1997
BS, Psychology, Communications
JPMorgan Chase March 2002 - Present
Lehman Brothers February 1999 - March 2002
Federal Reserve Bank of New York July 1987 - February 1999
Skills
Liquidity Management, Cash Management, Investments, Treasury Management, Liquidity, Portfolio Management, Hedge Funds, Funding, Asset Management, Investment Banking, Fixed Income, Financial Services, Equities, Derivatives, Capital Markets, Prime Brokerage, Risk Management, Securities, Treasury, Banking, Mutual Funds, Private Equity, Structured Finance
Education
Pace University - Lubin School of Business 1993 — 1997
MBA, Finance
Fordham University 1983 — 1987
BS, Finance
JPMorgan Chase May 2005 - Present
JPMorgan Chase July 1979 - February 2002
GHI March 1978 - July 1979
Education
Fordham University 1972 — 1976
BA, Mathematics
Western Union Digital Ventures April 2015 - Present
JPMorgan Chase January 2014 - June 2014
JPMorgan Chase June 2012 - January 2014
New York County District Attorney's Office July 2010 - June 2012
Itkowitz & Harwood May 2009 - July 2010
New York City Department of Investigation June 2008 - August 2008
Skills
Cybercrime, Fraud, Microsoft Office, Criminal Law, Legal Writing, Investigative Research, Courts, Management, Due Diligence, Investigation, Litigation, Private Investigations, Legal Research, Risk Management, Anti Money Laundering, Litigation Support, Banking, Microsoft Excel
Education
Fordham University 2005 — 2009
B.A., Sociology (Concentration: Criminal Justice)
JP Morgan Chase March 2010 - Present
JPMorgan Chase May 1989 - March 2010
JPMorgan Chase 1989 - 2009
JP Morgan 2000 - 2008
Skills
Banking, Investment Banking, Finance, Fixed Income, Middle Office, Financial Services, Business Analysis, Financial Reporting, Analysis
Education
Fordham University 1982 — 1986
BS, Finance
JPMorgan Chase February 1999 - Present
Union Bank of Switzerland 1988 - 1998
Education
Fordham University 1990 — 1995
Bachelors, Psychology
Archdiocese of New York 2012 - Present
Cardinal Hayes High School 2010 - 2012
ING Investment Management 2006 - 2009
HSBC 2002 - 2006
JPMorgan Chase 1999 - 2002
Turner Construction 1994 - 1997
Long Island Lighting Company 1990 - 1994
Skills
Non-profits, Public Speaking
Education
Fordham University 2010 — 2011
Master of Science (MSc)
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Manhattan College 1986 — 1990
BE
JP Morgan Chase June 2010 - Present
Bank of America May 2009 - June 2010
JPMorgan Chase March 1987 - March 2009
Skills
Mortgage Lending, Home Equity Loans, Loans, Credit, Credit Analysis, Banking, Residential Mortgages, Underwriting, Commercial Lending, Mortgage Banking, Portfolio Management, Credit Risk, Investments, Finance, Financial Analysis
Education
Fordham University 1979 — 1983
BS, Finance
Wavelength Consulting October 2013 - Present
Valley National Bank March 2007 - September 2013
JPMorgan Chase February 2005 - October 2006
Natwest/Fleet/BOA January 1991 - January 2005
Skills
Building Relationships, Customer Service, Financial Management..., Team Building, Retail Marketing, Problem Solving, Sales, Marketing, Credit, Mortgage Lending, Loans, Banking, Commercial Banking, Cross Selling, Customer Satisfaction, Relationship Management, Branch Banking, Commercial Lending, Small Business Lending, Sales Management, Coaching, Business Development
Education
Fordham University 1987 — 1990
BS, Accounting
St. Rose H.S. Belmar 1982 — 1986
College Prep
JPMorgan Chase January 2014 - Present
JPMorgan Chase 2011 - 2013
General Motors Asset Management January 2011 - June 2011
General Motors Asset Management October 2009 - December 2010
GM May 2006 - October 2009
Education
Fordham University 2002 — 2006
BS, ACCOUNTING
UBS Financial Services, Inc. 2008 - Present
JPMorgan Chase 2001 - 2008
Skills
HR Strategy, Performance Management, Organizational..., Succession Planning, Employee Relations, Compensation, Change Management, Compensation Planning, Management, Leadership Development, Personnel Management
Education
Fordham University
Bachelor of Science (BS), Political Science
Fordham University School of Law
Juris Doctor
JP Morgan Chase Bank, NA 2011 - Present
HSBC 2010 - 2011
JPMorgan Chase 2009 - 2010
JPMorgan Chase 2005 - 2009
Holland & Knight LLP January 2000 - January 2001
Education
Fordham University 2005 — 2009
Economics, Finance
Fordham University 2005 — 2009
BA, Economics and Finance
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase & Co. June 2014 - May 2015
JPMorgan Chase June 2013 - May 2014
JPMorgan Chase July 2012 - May 2013
New York City & Co July 2011 - August 2011
Jamaica Hospital July 2010 - August 2010
Skills
Recruiting, Human Resources, Employee Relations, Reporting & Analysis, Managing, Ad Hoc Reporting, Compliance, Project Management, Analysis, Risk Management
Education
Fordham University 2013 — 2016
Bachelor of Arts (B.A.), 11
Hillcrest High 2008 — 2012
High School
UBS August 2015 - Present
JPMorgan Chase July 2013 - August 2015
UBS June 1999 - July 2013
UBS June 2006 - June 2008
Skills
Equities, Financial Services, Fixed Annuities, Fixed Income, Insurance, Mutual Funds, Series 7, Wealth Management, Series 63, Securities, Investments, Financial Planning, Asset Management, Management, Portfolio Management
Education
Fordham University 1995 — 1999
BS, Finance
J.P. Morgan October 2014 - Present
JPMorgan Chase August 2012 - September 2014
Argus Information and Advisory Services January 2011 - December 2011
Education
Fordham University 2008 — 2012
SS&C Technologies January 2015 - Present
SS&C GlobeOp July 2011 - Present
GlobeOp Financial Services October 2006 - July 2011
JPMorgan Chase December 2001 - October 2006
Commercial Capital Corp. May 2000 - December 2001
Independence Community Bank August 1997 - May 2000
Emigrant Mortgage Company March 1996 - August 1997
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Mutual Funds, Account Reconciliation, Fund Accounting, Financial Services, Accounting, Securities, Risk Management, Fund Administration, Financial Analysis, Bloomberg, Derivatives, Fixed Income, Financial Reporting, Middle Office, Asset Management, Corporate Actions, Swaps, Fund Of Funds
Education
Fordham University 1991 — 1995
BS, Business Management
Joseph Garry, LCSW February 2001 - Present
Institute of Contemporay Psychotherapy July 2009 - December 2010
JPMorgan Chase December 1978 - October 2008
Skills
Psychotherapy, Technology Transfer, Technical Analysis, Groups, Mentoring, Coaching, Team Building, Strategic Planning, Program Management, Counseling, Supervisory Skills, Documentation, Risk, Analysis, Compliance, Management Consulting, Change Management, Problem Solving, Public Speaking, Staff Development, Quality Assurance, Planning, Process Improvement, Leadership Development, Team Management, Program Development, Writing, Treatment, Psychology, Counseling Psychology, Mental Health, Project Management, Project Planning, Finance, Therapists, Self-esteem, Google Groups, Psychodynamic..., Life Transitions, Adolescents, Behavioral Health
Education
Fordham University 1998 — 2001
MSW, Clinical Social Work
Pace University 1978 — 1982
MBA, Corporate Finance
JPMorgan Chase July 2013 - November 2014
Credit Suisse June 2012 - August 2012
Lazard June 2011 - August 2011
Singapore Armed Forces April 2007 - December 2008
Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Financial Analysis, Valuation, Corporate Finance, Fixed Income, Investment Banking, Investments, Equities, Hedge Funds, Portfolio Management, Finance, Financial Reporting, Microsoft Excel, Economics, Capital Markets, Mergers & Acquisitions, Equity Research
Education
Fordham University 2009 — 2013
BS, Finance, Magna Cum Laude
Gartner September 2014 - Present
JPMorgan Chase April 2011 - September 2014
JPMorgan Chase January 2007 - April 2012
Portuguese Civic League January 2002 - January 2011
Ameriprise Financial May 2006 - December 2006
Staples June 2000 - January 2006
Skills
Banking, Wealth Management, Loans, Cash Management, Customer Service, Cash Flow, Leadership, Sales, Strategic Planning, Series 7, Series 63, Small Business, Accounts Payable, Investments
Education
Fordham University 2002 — 2006
Bachelors, Economics and Finance
The Federal Reserve Bank of NY December 2010 - Present
Citigroup 2004 - 2010
Swiss Re 2001 - 2004
Brown Brothers Harriman 1998 - 2000
JPMorgan Chase 1993 - 1998
PwC 1989 - 1993
Skills
BPE Champion Training, Management Leadership..., Basel III Training -..., Project Management, Team Building, Finance, Business Planning, Strategic Planning, General Ledger, Cross-functional Team..., Investments, Cost Accounting, Business Process, Financial Services, Accounting, Risk Management, Equities, Financial Analysis, Fixed Income, Business Analysis, Financial Reporting
Education
Fordham University 1997 — 2000
MBA, Finance
Inditex December 2014 - Present
ALTUZARRA September 2013 - December 2013
Canon USA December 2011 - August 2013
Allstate January 2011 - December 2011
Broadreach Medical Resources Inc January 2010 - August 2010
JPMorgan Chase May 2009 - December 2009
GAP May 2007 - September 2009
Skills
Social Media, Event Planning, Social Networking, Facebook, Mac, Marketing Research, Spanish, Microsoft Excel, Logistics, Supply Chain, Garment Costing, production, Garment Manufacturing
Education
Fordham University 2006 — 2010
Bachelor of Science, Business Administration; Marketing; Communication and Media Management
JPMorgan Asset Management January 2009 - Present
JPMorgan Chase July 2006 - January 2009
Skills
Equities, Hedge Funds, Fixed Income, Asset Managment, Alternative Investments, Series 7, Asset Allocation, Series 63, Investment Management, Investment Strategies, Securities
Education
Fordham University
Finance/Economics
JPMorgan Chase December 2013 - Present
JPMorgan Chase January 2012 - November 2013
JPMorgan Chase July 2010 - August 2012
JPMorgan Chase June 2009 - August 2009
Willis June 2008 - August 2008
Education
Fordham University 2006 — 2010
BS, Finance
Depaul Catholic
Gorton Securities LLC September 2011 - Present
eTek Studio 2012 - 2012
JPMorgan Chase July 2006 - June 2009
Food Change 2005 - 2006
Education
Fordham University 2000 — 2005
BA, Economics
JPMorgan Chase July 2010 - Present
JPMorgan Chase November 2008 - July 2010
JPMorgan Chase September 2006 - November 2008
Skills
Investments, Due Diligence, Insurance, Mergers, Real Estate, Wealth Management, Securities, Trading, Tax, Mergers & Acquisitions, Portfolio Management, Finance, Investment Strategies, Financial Risk, Treasury Management, Credit Analysis, Credit, Fixed Annuities, Retirement Planning, Loans, Strategic Financial..., Financial Analysis, Cash Management, Banking, Small Business Lending, Risk Management, Mortgage Lending
Education
Colege of Staten Island
BS, Accounting
Fordham University
BS, Accounting
BNY Mellon June 2015 - Present
JPMorgan Chase June 2013 - Present
HFP Capital Markets LLC February 2013 - Present
Skills
Microsoft Office, PowerPoint, Social Media, Facebook, Microsoft Excel, Research, Microsoft Word, Photoshop, Social Media Marketing, Blogging, Event Planning, Public Speaking, Final Cut Pro, Outlook, Social Networking
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Brown Brothers Harriman July 2004 - Present
JPMorgan Chase September 1985 - July 2004
Skills
Mutual Funds, Fixed Income, Equities, Series 7, Hedge Funds, Alternative Investments, Securities, Bloomberg, Portfolio Management, Investments, Series 63, Derivatives, Financial Services, Wealth Management, Asset Managment
Education
Fordham University 1977 — 1982
BS, Finance & Marketing
The Shubert Organization October 2000 - Present
Telecharge February 2000 - November 2000
JPMorgan Chase January 1989 - 1999
Skills
Outlook, Theatre, Microsoft Office, Entertainment, Customer Service, Social Media, Event Management, Social Networking, Event Planning, Acting, Facebook, Social Media Marketing, Performing Arts, Editing, Music
Education
Fordham University 1977 — 1981
Bachelor of Arts (BA), Communication and Media Studies
Fordham University 1977 — 1981
Bachelor of Arts (B.A.), Communication and Media Studies
JPMorgan Chase December 2012 - Present
Ernst & Young October 2000 - December 2012
Skills
US GAAP, IFRS, Internal Controls, Auditing, SEC filings, External Audit, Financial Reporting, Financial Accounting, Assurance, Big 4, Accounting, GAAP
Education
Fordham University 1996 — 2000
BS, Accounting and Finance
JPMorgan Chase July 2012 - Present
American Express June 2011 - August 2011
Starwood Hotels & Resorts Worldwide, Inc June 2010 - August 2010
Starwood Hotels & Resorts Worldwide, Inc. June 2009 - August 2009
Skills
Microsoft Outlook, Outlook Calendar Invites, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Taleo
Education
Fordham University 2008 — 2012
B.A., Economics
Henry Viscardi High School
College of Staten Island, City University of New York January 2012 - Present
BNY Mellon March 2008 - July 2009
JPMorgan Chase July 1994 - March 2008
Skills
Training, Resume Writing, Program Management, Customer Service, Community Outreach, Microsoft Office, Event Planning, Research, Non-profits, Project Management, Leadership Development, Strategic Planning, Recruiting, Team Building, Entrepreneurship..., Coaching, Management, Organizational..., Employee Training, Leadership, Entrepreneurship..., Analysis, Sales, Nonprofits
Education
Fordham University 1999 — 2001
Master's degree, Human Resources Education
St. Francis College 1994 — 1998
BS, Business Management
JPMorgan Chase October 2013 - Present
Brown Brothers Harriman June 2011 - September 2013
AllianceBernstein January 2004 - June 2011
Skills
Fixed Income, Equities, Hedge Funds, Bloomberg, Mutual Funds, Alternative Investments, Derivatives, Asset Management, Securities, Corporate Actions, Bloomberg Terminal, Fund Accounting, Middle Office, Settlement, Capital Markets, Series 63, Series 7, Financial Services, Investment Management, Bonds
Education
Fordham University 1999 — 2003
Bachelor of Arts (B.A.)
Halstead Property Brooklyn, LLC March 2013 - Present
Kate's Kakery 2007 - 2012
JPMorgan Chase 1992 - 1999
Skills
Nonprofits, Project Management, Baking, Program Development, Cake Decorating, Art, Marketing Strategy, Commitment to Customer..., Customer Service..., Customer-focused Service, Strategic Communications, Sales, Editing, Teaching, Social Media, Customer Service
Education
Fordham University 1988 — 1992
Bachelor of Science (BS), Psychology
Fordham University
Bachelor of Science (B.S.), Industrial and Organizational Psychology
Village of Mamaroneck September 2012 - Present
Stolen Jewels 2007 - Present
JPMorgan Chase February 1988 - July 2005
Skills
Loans
Education
Fordham University
MBA
Law Firm of Steven B. Cottler, Esq. November 2005 - Present
JPMorgan Chase October 1998 - July 2005
JPMorgan Chase January 1992 - October 1998
JPMorgan Chase January 1985 - January 1992
Skills
Microsoft Word, Excel,..., Litigation, Human Resources, Legal Documents, Teamwork
Education
Fordham University
Bachelor of Science, Finance
JPMorgan Chase 2012 - Present
World Savings/Wachovia Mortgage 1998 - 2010
Skills
Mortgage Lending
Education
Fordham University
BANK LEUMI USA April 2007 - Present
CREDIT SUISSE January 2006 - September 2006
JPMORGAN CHASE May 2005 - January 2006
BANK HAPOALIM December 1993 - May 2005
Skills
Access, SAP BPC, SAP BPC Administration, SAP Crystal Reports, Report Writing, Data ETL, Process Improvement, Data Integrity, BI customization, MS Excel, Visio, Crystal Reports, Microsoft Excel, Business Intelligence, ETL, Data Warehousing, Business Analysis, Analysis, Software Project..., Financial Analysis
Education
Fordham University
Master of Business Administration (MBA)
Université Paris-Sorbonne
French language studies. Non degree program.
State University of New York College at Oswego
Bachelor of Science (BS), Business Administration and Accounting
JPMorgan Chase June 1986 - Present
Education
Fordham University 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Finance and Economics
JPMorgan Chase 2000 - Present
Chase Manhattan Corporation 1994 - 2000
Skills
Fixed Income trade..., Business analysis:..., Project management: UAT..., Operational risk..., Work as liaison between..., Fixed Income, Business Analysis, Risk Management, Capital Markets, Credit Derivatives, Derivatives, Portfolio Management, Credit, Trading Systems, Loans, Credit Analysis, Commercial Banking, Equities, Investment Banking, Banking, SQL
Education
Fordham University 1995 — 1999
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law, 3.95
Institute of Civil Engineering 1977 — 1982
Bachelor of Applied Science (B.A.Sc.), Civil Engineering, 3.8
Hyatt Leader, Ltd. January 2014 - Present
EDP World, Inc. January 2014 - Present
AT&T mobility August 2008 - January 2014
JPMorgan Chase June 2006 - June 2008
Circuit City 2002 - 2005
Skills
Leadership, Team Leadership, Retail, Solution Selling, Account Management, Customer Retention, Direct Sales, Sales Process, Customer Satisfaction, Sales Operations, Management, Sales, Salesforce.com, Cold Calling, Sales Management, Telecommunications, Training, Team Building, Vendor Management, Customer Experience, Recruiting, Technical Recruiting, Customer Service, Microsoft Office, Marketing, CRM, Social Media, Strategic Planning, PowerPoint, Project Management, Research, Human Resources, Social Networking, Program Management
Education
Fordham University 2002 — 2007
Economics, Economics
Fordham University 2002 — 2007
Bachelor's degree, Economics, 3.5
Stuyvesant High School 1998 — 2002
Merrill Lynch April 2005 - Present
JPMorgan Chase November 1984 - March 2005
Skills
Trading, Management, Finance, Team Leadership, Managing client..., Risk Management, Balance Sheet, Building Relationships, Team Building, Financial Markets
Education
Fordham University 1987 — 1989
Master of Business Administration (MBA), Finance, General
Georgetown University 1980 — 1984
Bachelor of Science (BS), Finance, General