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 & Co. February 2015 - Present
JPMorgan Chase August 2013 - Present
OpenLink Financial May 2011 - May 2013
TraderTools July 2010 - October 2011
SunGard Kiodex July 2008 - July 2010
SuperDerivatives November 2005 - July 2008
Skills
FX Options, Trading, Derivatives, Equities, Financial Markets, Hedge Funds, Electronic Trading, Banking, Risk Management, Portfolio Management, Options, Equity Derivatives, Asset Management, Trading Systems, Commodity, Capital Markets, Fixed Income, Foreign Exchange, Market Data, Strategy, Valuation, Bloomberg, Market Risk, CRM, Swaps, Financial Services, Interest Rate..., Equity Trading, Structured Products, Back Office, FX trading, Hedging, Investment Banking
Education
Hofstra University
St. Paraskevi Greek Orthodox Church
Sterling National Bank September 2014 - Present
JPMorgan Chase October 2010 - September 2014
JPMorgan Chase 2008 - 2010
Nordstrom 2002 - 2006
GuardHill Financial Corp. 2001 - 2002
Skills
Mortgage Lending, Mortgage Banking, Financial Analysis, Research and Analysis, Business Development, Finance Management, Sales and Marketing, Client Relations, Sales, Real Estate, Managerial Finance, Management, Loans, Loan Origination, Leadership, Banking, Underwriting
Education
Hofstra University 2004 — 2008
Bachelors, Business Management
Dealertrack Technologies February 2015 - Present
DealerTrack July 2011 - Present
Markit May 2011 - July 2011
JPMorganchase & Co. June 2008 - April 2011
Design Strategy Corporation July 2001 - April 2011
Bear Stearns June 2004 - June 2008
JPMorgan Chase July 2001 - June 2004
Lot 260 1997 - 2001
Skills
Computer Hardware, DHCP, Active Directory, Troubleshooting, System Deployment, TCP/IP, Windows 7, DNS, XP, Windows Server, Microsoft Exchange, Software Installation, Vendor Management, Data Center, SharePoint, Operating Systems, BMC Remedy, Process Improvement, Microsoft Certified..., Network Administration, System Administration, Citrix, Asset Managment, Servers, Incident Management, Hardware, VPN, Visio, ITIL, Windows Vista, Blackberry Enterprise..., Management, Windows, Blackberry, Software Documentation, Technical Support, Business Analysis, Networking, IT Service Management, Microsoft Office, Lotus Notes, Help Desk Support, VMware, Disaster Recovery, HP, Cisco Technologies, Network Security, VMware ESX, Printers, Laptops
Education
Technical Career Institute College 1999 — 2001
A.A.S, Computer Information and Networking
Hofstra University 1994 — 1996
JPMorgan Chase July 2011 - Present
Education
Hofstra University 2004 — 2008
Finance, General
New York Community Bank June 2014 - Present
Citi January 2012 - July 2014
Capital One Bank July 2010 - November 2011
JPMorgan Chase November 2005 - May 2009
JPMorgan Chase March 2004 - October 2005
JPM Asset Management March 2004 - October 2005
JPMorgan Chase June 1999 - October 2003
Chase Manhattan Bank January 1996 - January 1999
The Chase Manhattan Bank May 1993 - November 1996
Skills
Credit, MIS, Documentation, Research, Database Administration, Programming, Spreadsheets, Problem Solving, Customer Relations, Microsoft Office, Customer Service, Analysis, Teamwork, Excel, Administration, Word, PowerPoint, Banking, Loans, Writing, Data Analysis, Time Management, Process Improvement, Editing, Customer Satisfaction, Negotiation, Microsoft Excel, Team Building, Software Documentation, Accounting
Education
Hofstra University 2006 — 2009
BBA, Finance
City University of New York, Borough of Manhattan Community College 1990 — 1992
A.A.S, Computer Programming Major
College Bois-de-Boulogne 1986 — 1988
Business Administration, Finance
Experian November 2010 - Present
Citigroup May 2009 - October 2010
Citigroup May 2009 - November 2009
JPMorgan Chase August 2005 - May 2009
First USA November 2001 - August 2005
Wachovia January 1999 - November 2001
Wachovia Bank October 1996 - January 1999
AT&T 1996 - 1996
Barnett Bank 1995 - 1996
UJA-Federation 1991 - 1995
Skills
Risk Management, Credit Cards, Marketing, Strategy, Cross-functional Team..., Analytics, Financial Services, Process Improvement, Business Analysis, Credit Risk, Management, Banking, Portfolio Management, Analysis, Business Development, Program Management, Credit, Financial Risk, Leadership, Segmentation, Account Management, Marketing Strategy, Team Leadership, Retail Banking, Sales, Product Development, Loans, CRM, Business Intelligence, Management Consulting, Relationship Management, Vendor Management, Consumer Lending, Business Process..., Payments, Credit Scoring, Predictive Analytics, Basel II, Customer Acquisition
Education
Hofstra University 1983 — 1986
JPMorgan Chase September 2014 - Present
Moody's Corporation 2013 - September 2014
ParenteBeard LLC February 2011 - September 2013
Cleary Gottlieb Steen & Hamilton LLP December 2009 - February 2011
Anchin, Block & Anchin LLP October 2004 - December 2009
Skills
Auditing, Accounting, US GAAP, GAAP, CPA, Financial Reporting, Internal Controls, Financial Statements, External Audit, Account Reconciliation, Partnership Taxation, Corporate Tax, SEC filings, QuickBooks, Tax Preparation, Financial Accounting, General Ledger, Internal Audit, Financial Analysis, Cash Flow, CCH ProSystem fx, Financial Audits
Education
Hofstra University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
Prudential Financial February 2014 - September 2014
Meleke Capital Management, LLC March 2011 - March 2013
Manalapan Oracle Advisors, LLC February 2006 - March 2010
Prudential Life Insurance of America March 2005 - November 2005
JPMorgan Chase April 2004 - January 2005
Thomson Financial Corp. October 2002 - August 2003
Skills
Equities, Hedge Funds, Investments, Valuation, Asset Management, Capital Markets, Equity Research, Industry Analysis, Trading, Risk Management, Financial Analysis, Securities, Financial Modeling, Financial Reporting, Private Equity, Portfolio Management, Analysis, Investment Banking, Research
Education
Hofstra University 1997 — 2001
BBA, International Business Management
Zarb Business School at Hofstra University
Bachelor, Business Administration; International Business Finance & Management
Movement Mortgage, LLC August 2014 - Present
JPMorgan Chase March 2002 - December 2013
Skills
Mortgage Lending, USDA, FHA, Mortgage Banking, Refinance, Credit Analysis, Real Estate, Short Sales, Investment Properties, Loans, FHA financing, Sellers, Foreclosures, Banking, Credit, Negotiation, First Time Home Buyers, Government Loans, REO, Residential Mortgages, Mortgage Underwriting, VA loans, Commercial Lending, Loan Origination, Underwriting, Consumer Lending, Certified Mortgage..., Referrals, Small Business Lending, Construction Loans, FHA Financing, VA Loans
Education
Hofstra University
J.P. Morgan June 2015 - Present
High Towers Advisory November 2013 - December 2014
JPMorgan Chase May 2014 - August 2014
White House Black Market June 2013 - March 2014
Risk Management Association October 2013 - December 2013
UBS Wealth Management May 2013 - November 2013
eGifter June 2012 - August 2012
Skills
Time Management, Marketing, Social Media Marketing, Microsoft Excel, Social Media, PowerPoint, Facebook, Leadership, Finance, Communication Skills, Research, Microsoft Word, Project Management, Financial Analysis, Sales, Customer Service, Microsoft Office, Social Networking, Account Management, Data Analysis, Management, Social Skills, Investments, Commercial Banking
Education
Hofstra University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
John H. Glenn High School 2007 — 2011
Royal Bank of Scotland May 2014 - Present
Royal Bank of Scotland April 2013 - May 2014
Diageo December 2012 - April 2013
BNY Mellon June 2012 - October 2012
Credit Suisse May 2011 - May 2012
UBS Investment Bank November 2010 - April 2011
Thomson Reuters April 2010 - November 2010
AIG June 2009 - March 2010
Merrill Lynch June 2005 - January 2009
JPMorgan Chase November 2001 - June 2005
Skills
VBA, Credit Derivatives, Business Analysis, Derivatives, Equities, Fixed Income, Trading Systems, Market Data, Requirements Analysis, C#, Equity Derivatives, Data Warehousing, FX Options, Bloomberg, Options, Financial Markets, Capital Markets, Interest Rate..., Valuation, Financial Risk, Agile Methodologies, Bonds, Middle Office, Portfolio Management, Swaps, SDLC, Market Risk, Low Latency, Trading, Investment Banking, Hedge Funds, Testing, PMO, Prime Brokerage, Electronic Trading, Management, Reference Data, Back Office, Sybase, Financial Services, Strategy, Emerging Markets, Data Migration, Requirements Gathering, User Acceptance Testing, Business Requirements, Data Analysis, Infrastructure, Service Delivery, Risk Management
Education
Hofstra University 1990 — 1994
Bachelor of Science (BSc)
G.W. Hewlett High 1986 — 1990
Positive Promotions January 2014 - Present
Positive Promotions January 2011 - January 2014
Positive Promotions September 2010 - January 2011
Cablevision August 2008 - July 2010
JPMorgan Chase January 2003 - July 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, Customer Satisfaction, Project Management, Microsoft Word, Teamwork, Time Management, Call Centers, Data Entry, Outlook, Social Media, Adobe Creative Suite, Facebook, Telephone Skills, IBM AS/400
Education
Hofstra University 1975 — 1978
Bahelor of Science, Computer Science, B
University of Arizona 1973 — 1975
N/A, General Studies, B
JPMorgan Chase March 2014 - Present
Northrop Grumman Corporation September 2003 - March 2014
Skills
Program Management, Integration, PMP, Systems Engineering, Requirements Analysis, Earned Value Management, DoD, SDLC, PMO, Software Project..., Project Management, Requirements Management, Security Clearance, Proposal Writing, Process Improvement
Education
Hofstra University 1990 — 1995
Master of Business Administration (MBA), Business Computer Information Systems
Lehigh University 1985 — 1988
BS, Electrical Engineering
Fir Tree Partners June 2014 - Present
JPMorgan Chase March 2013 - May 2014
HSBC Securities October 2011 - February 2013
Credit Suisse September 2010 - October 2011
Credit Suisse September 2009 - September 2010
Credit Suisse February 2008 - September 2009
Skills
Investment Banking, Bloomberg, KYC, AML, Banking, Fixed Income, Series 63, Equities, Prime Brokerage, Hedge Funds, Series 7, Middle Office, Asset Management, Alternative Investments, Due Diligence, Client Services, FX Options, Foreign Exchange, Derivatives, Finance, Anti Money Laundering
Education
Hofstra University 2003 — 2007
Bachelor of Business Administration, Finance
Citi May 2012 - Present
Morgan Stanley October 1999 - April 2012
JPMorgan Chase January 1996 - September 1999
Ogilvey & Mather September 1994 - January 1996
Skills
Financial Reporting &..., Accounting, Strategic Planning, Budgeting, Forecasting, Scenario Modelling, Business Metrics, Team Leadership, Business Integration, Process Improvement, Expense Control, Expense Reduction, Hyperion Essbase, ProClarity, Productivity, Capacity Planning, Activity Based Costing, P&L, Vendor Outsourcing, Resource Deployment, Budgets, Essbase, Expense Management, Outsourcing, Financial Analysis, Recruiting, Strategy, Financial Services, Resource Management, Analysis
Education
Hofstra University 1990 — 1994
BA Degree, Accounting
JPMorgan Chase June 1985 - October 2011
JPMorgan Chase January 1985 - October 2011
Vice President January 2000 - January 2001
Global Bank January 1997 - January 2000
Heritage Chase Manhattan Bank January 1996 - January 1997
Heritage Chemical Bank January 1994 - January 1996
Heritage Manufacturers Hanover Trust January 1989 - January 1994
New York Life Insurance Company October 1981 - October 1985
New York Life Insurance Company January 1981 - January 1985
Skills
Accounting, Account Management, Business Analysis, Process Improvement, Investments, Payments, Internal Controls, Training, Operations Management, Accounts Receivable, Banking, Management, Financial Analysis, Risk Management, Derivatives, Program Management, Financial Services, Vendor Management, Testing, Budgets, Finance, Financial Risk, Securities, Treasury Management, Project Management, Disaster Recovery, Mergers & Acquisitions, Cash Management
Education
Hofstra University 1985 — 1990
MBA, Finance
Hofstra University
MBA, Finance
Pace University 1977 — 1981
BBA, Accounting/Computer Science
Pace University
BBA, Accounting and Computer Science
TD Bank Group December 2006 - Present
JPMorgan Chase January 2003 - December 2006
KeyBank/Washinton Mutual 1994 - 2003
Skills
Commercial Lending, Commercial Banking, Commercial Mortgages, Lines Of Credit, Credit, Banking, Portfolio Management, Financial Analysis, New Business Development, CRA Lender, Credit Risk, Loans, Underwriting, Credit Analysis, Cash Management, Small Business Lending, Finance, Financial Structuring, Loan Origination, Mortgage Lending, Consumer Lending, Cross Selling, SBA, Relationship Management, Private Banking, Financial Risk, Asset Based Lending, Treasury Management, Mortgage Banking, Financial Services, Deposits, Refinance, Retail Banking, Wealth Management, Commercial Real Estate, Branch Banking, Construction Loans, Middle Market, Credit Cards, Investments, Residential Mortgages, Branch Management
Education
Hofstra University
Bachelors in Buiness Administration, Finance
SUNY Farmingdale,
Associates in Science, Registered Nursing/Registered Nurse
EisnerAmper LLP December 2004 - Present
MayerMeinberg LLP (formerly Feldman, Meinberg & Co LLP and Mayer & Co LLP) December 2004 - January 2014
JPMorgan Chase December 1989 - September 2003
Skills
Accounting, QuickBooks, Management, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Strategic Planning, Finance, Banking
Education
Hofstra University 2003 — 2004
Certificate, Graphic Design
Nassau Community College 1986 — 1989
Associate’s Degree, Secretarial/Office Technology
JPMorgan Chase June 2007 - Present
First National Bank of Long Island October 2006 - June 2007
Bank of America April 2002 - October 2006
Global Computer Supplies June 2001 - February 2002
Skills
Credit, Management, Banking, Customer Service, Commercial Banking, Retail Banking, Relationship Management, Risk Management, Securities, Coaching, Sales, Process Improvement, Sales Management, Customer Retention, Team Building, Customer Experience, Financial Services, Insurance, Loans, Finance, Credit Analysis, Leadership, Cross Selling, Mortgage Lending, Consumer Lending, Loan Origination, Portfolio Management, Mortgage Banking, Commercial Lending
Education
Hofstra University 2006 — 2009
BA, Business Management
Hofstra University, Frank G. Zarb School of Business
Business Management
Seaford High School 1992 — 1996
Business Adminstration
JPMorgan Chase January 2014 - Present
JPMorgan Chase October 2012 - January 2014
JPMorgan Chase & Co. August 2011 - October 2012
CA, Inc. June 2007 - August 2011
CA, Inc October 2006 - June 2007
CA, Inc May 2005 - October 2006
Cassin Cassin and Joseph, LLP October 2004 - May 2005
Skills
Enterprise Software, Management, Contract Management, SAP, Contract Negotiation, Procurement, Intellectual Property, Sales, Microsoft Office, Negotiation, Strategic Planning, Legal Writing, Customer Service
Education
New York Law School 2007 — 2010
Juris Doctor, Law
Hofstra University
Bachelor of Arts, Political Science
J.P. Morgan April 2015 - Present
JPMorgan Chase October 2013 - March 2015
JPMorgan Chase June 2011 - October 2013
JPMorgan Chase June 2010 - May 2011
AXA Advisors June 2008 - August 2008
Skills
Outlook, Microsoft Excel, Training, Credit, Loans, PowerPoint, Microsoft Word, Time Management, Customer Service, Mortgage Lending, Credit Analysis, Residential Mortgages, Mortgage Banking, Finance, Loan Origination, Analysis
Education
Hofstra University 2006 — 2009
Bachelor of Business Administration, Finance
SUNY College at 2004 — 2005
Bachelor of Science, Economic
Fifth Third Bank November 2014 - Present
JPMorgan Chase March 1990 - June 2008
Skills
Small Business Lending, Consumer Lending, Retail Banking, Loans, Banking, Credit, Lines Of Credit, Cross Selling, Branch Management, Branch Banking, Loan Origination, Deposits, Commercial Mortgages, Credit Risk, Credit Cards, Cash Management, Home Equity Lines of..., Operational Risk, Asset Based Lending, Financial Services, Banking Relationships, Home Equity Loans, Internet Banking, SBA, KYC, Bank Secrecy Act, Merchant Services, Loan Servicing, Risk Management, Relationship Management, Team Building, Mortgage Banking, Refinance, Branch Operation
Education
Hofstra University 1978 — 1981
Master of Business Administration (M.B.A.)
Universidad de Chile 1975 — 1975
Coldwell Banker Residential Brokerage November 1992 - Present
Coleman Consulting Corporation April 1988 - January 1992
JPMorgan Chase July 1980 - May 1988
Skills
Relocation, Real Estate, New Home Sales, Real Estate Transactions, Condos, Residential Homes, Sellers, First Time Home Buyers, Investment Properties, Single Family Homes, Townhomes, Referrals, Investors, Sales, Listings, Buyers, Negotiation, Marketing, Investments, Management
Education
Hofstra University
Bachelors Degree of Business, Marketing, Management
Hofstra University
Bachelor's Degree, Business Marketing and Management
Henry Schein August 2014 - Present
Sbarro April 2013 - July 2014
New York & Company October 2008 - April 2013
ANN INC. July 2007 - October 2008
Allstate September 2005 - July 2007
Washington Mutual Bank January 2005 - September 2005
JPMorgan Chase July 1999 - January 2005
Skills
Microsoft Excel, Financial Analysis, Forecasting, Financial Modeling, Strategic Financial..., Microsoft Office, Trend Analysis, Budget Process, Hyperion Planning, MicroStrategy Reporting, Business Objects
Education
Hofstra University
M.B.A, Finance
Hofstra University
B.S, Finance
JPMorgan Chase May 2012 - Present
JPMorgan Chase March 2011 - April 2012
Flushing Savings Bank 2010 - 2011
Astoria Federal Savings October 1991 - 2010
Skills
Credit Analysis, Portfolio Management, Commercial Mortgages, Risk Management, Commercial Real Estate, Credit Risk, Loan Origination, Credit, Finance, Loans, Mortgage Lending, Real Estate, Real Estate Economics
Education
Hofstra University 1991 — 1995
Masters, Banking and Finance
Citi July 2015 - Present
Bank of America March 2013 - July 2015
JP Morgan Chase February 2011 - February 2013
Banco Santander September 2009 - November 2010
Icon Residential Capital October 2008 - September 2009
Accredited Home Lenders August 2008 - October 2008
Washington Mutual February 2006 - June 2008
JPMorgan Chase May 2002 - January 2006
Global Consultants April 2001 - May 2002
Delta Funding Corporation May 1995 - January 2001
Skills
Sales, Mortgage Banking, Mortgage Lending, Finance, Underwriting, Loan Origination, Credit, Management, Sales Management, Loans, Banking, Outlook, Customer Service, Refinance, Coaching, Microsoft Excel, Leadership, Microsoft Word, Microsoft Office, CRM, Investment Properties, Real Estate, Financial Analysis, FHA, USDA, Residential Mortgages, Training, Home Equity Loans, Consumer Lending
Education
LIU Post 1987 — 1989
MBA, International Business
Hofstra University 1982 — 1986
BBA, Marketing
peter stuyvesant
peter stuyvesant
JPMorgan Chase September 2006 - Present
JPMorgan Chase October 2000 - August 2006
PepsiCo July 1999 - October 2000
Skills
Deferred Compensation, Executive Pay, Onboarding, Succession Planning, Finance, Employee Benefits, Workforce Planning, Talent Management, Human Resources, Performance Management, Compensation & Benefits, Organizational Design
Education
Hofstra University 1998 — 2000
MA, Industrial Organizational Psychology
SUNY- Albany 1995 — 1998
BA, Psychology
JPMorgan Chase April 2013 - Present
JPMorganChase August 2011 - April 2013
JPMorgan Chase August 2009 - August 2011
HSBC February 2007 - August 2009
TD October 2005 - April 2006
Skills
Banking, Customer Service, Customer Experience, Small Business Lending, Consumer Lending, Small Business..., Retail Banking, Branch Operation, Account Management, Financial Services, Financial Management..., Organizational..., Identifying Client Needs, Customer Acquisition, Business Acquisition, Relationship Management, Commercial Lending, Credit
Education
Hofstra University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Queens College 2006 — 2011
Bachelor of Arts (B.A.), Finance, Economics, Minor in Political Science
Stony Brook University 2003 — 2005
Computer Science
BNY Mellon Corp. (Asset Mgmt.) May 1997 - Present
Olsten Corporation February 1995 - May 1997
JPMorgan Chase October 1988 - February 1995
Skills
Certified Business..., Certified Project..., Business Analysis, Software Project..., Programming, SDLC, Software Documentation, Requirements Gathering, Risk Management, Agile Methodologies, PMP, Requirements Analysis, PMO, Waterfall, Visio, Financial Services, Project Portfolio..., Management, Vendor Management
Education
Hofstra University 1986 — 1988
BS, Computer Science
Suffolk County Community College 1983 — 1985
A.A.S., Data Processing
Rising Group, Inc. Director of FinanceCommunity ServicesNovember 2010 - April 2013
Glenn E Hines Boys & Girls Club 2007 - 2010
Alpha Omega Dance 2008 - 2009
Edwin Gould Services for Children & Families 1998 - 2004
Promotions.com 2000 - 2002
Time Out New York 1998 - 2000
Central Park Conservancy 1996 - 1998
The Miracle Makers 1995 - 1997
JPMorgan Chase 1990 - 1993
Education
Hofstra University
Phi Beta Sigma
Kaplan University January 2008 - Present
USI Insurance Services July 2005 - January 2008
JPMorgan Chase July 2002 - July 2005
First Data Merchant Services March 2001 - July 2002
JPMorgan Chase September 1996 - March 2001
Skills
Financial Analysis, Strategy, Forecasting, Leadership, Process Improvement, Financial Modeling, Budgets, Finance, Change Management, Strategic Planning, Training, Project Management, Corporate Finance, Risk Management, New Business Development, Account Management
Education
Hofstra University 1999 — 2003
MBA, Finance
SUNY College at Old Westbury 1995 — 1999
BS, Finance
Member of Who's Who September 2012 - Present
Yakima Chiropractic Centre October 2011 - Present
Greenwich Breast Cancer Alliance April 2009 - Present
HomeFront January 2011 - August 2012
Nordstrom July 2009 - July 2010
JPMorgan Chase December 1983 - October 2007
JPMorgan Chase 1983 - 2007
JPMorgan Chase 1983 - 2007
PwC August 1980 - September 1981
Skills
Coaching, Team Building, Mortgage Lending, Performance Management, Process Improvement, leadership, Financial Accounting, Budget Monitoring, Budgets, Program Management, Management, Recruiting, Leadership Development, Project Management, Strategic Planning, Sales, Microsoft Word, Leadership, Training, Operations Management, PowerPoint, Analysis, Customer Service
Education
Norwalk Community College 2010 — 2011
Certification in MicroSoft Office
Middlesex Community College 2007 — 2008
Interior Design
Hofstra University 1977 — 1980
MBA, Accounting
State University of New York College at Oneonta 1972 — 1976
BS, Education
UBS Wealth Management April 2015 - Present
Citi October 2014 - February 2015
Deutsche Bank June 2014 - October 2014
JPMorgan Chase October 2011 - May 2013
BNY Mellon January 2006 - April 2010
The Bank of New York Mellon April 1999 - January 2006
US Bank July 1997 - April 1999
JP Morgan Chase September 1992 - June 1997
United States Air Force January 1990 - January 1995
US Trust Company January 1986 - September 1992
Skills
Capital Markets, Corporate Trust, Investments, Municipal Bonds, Risk Management, Equities, Corporate Finance, Customer Service, Securities, Banking, Credit, Fixed Income, Financial Services, Mutual Funds, Due Diligence, Structured Finance, Finance, Relationship Management, Project Finance, Commercial Banking, Bonds, Financial Markets, Global Custody, Asset Management, Mortgage Lending, AML, Bloomberg, Structured Products, KYC, Hedge Funds, Portfolio Management, Derivatives, Loans, Investment Banking
Education
Hofstra University 2001 — 2004
BS, Finance
Pace University 1997 — 2001
B.S. Degree, Psychology and Business
JPMorgan Chase 1978 - Present
Skills
Cash Management, Commercial Banking, Capital Markets, Banking, Fixed Income, Small Business Lending, Risk Management, Credit Risk, Financial Risk, Treasury Management, Treasury Services, Operational Risk..., Investment Banking, FX Options, Cross Selling, Wealth Management, Financial Institutions, Private Banking, Asset Management, Securities, Loan Origination, Operational Risk, Investments, Mutual Funds, Financial Analysis, Derivatives, Liquidity Management, ACH, Trading, Funding, Finance, Series 7, SWIFT payments, Bloomberg, Internet Banking, Financial Markets, Series 63
Education
Hofstra University 1974 — 1978
BBA, Business Management
HSBC June 2006 - Present
Citibank June 2004 - June 2006
JPMorgan Chase 1995 - 2003
JP Morgan Chase 1991 - 1995
Skills
Series 7, Investment Operations...
Education
Hofstra University 1987 — 1991
BBA, Banking and Finance
Amherst Pierpont Securities LLC August 2009 - Present
SEI March 2008 - June 2009
INsurance - Aircraft 2004 - 2008
JP Morgan 1993 - 2007
JPMC 1993 - 2007
JPM Securities Inc 1993 - 2007
JPMorgan 1993 - 2007
JPMorgan Chase 1993 - 2007
JP Morgan Chase 1993 - 2007
Nomura Securities International May 1987 - August 1993
Education
Pace University 1983 — 1984
MBA Candidate, Finance
Hofstra University 1977 — 1980
bba, accounting
Javita Weight-Loss Coffee, Cocoa & Tea February 2014 - Present
Consider It Dunn by SCH, Inc. February 2013 - Present
New York State Notary Public March 2011 - Present
Legal Shield September 2013 - Present
Cablevision February 2003 - October 2013
Cablevision Systems Corp. January 2003 - October 2013
Cablevision Systems Corp. January 2003 - October 2013
Century 21 Real Estate May 2007 - October 2009
JPMorgan Chase January 1987 - July 2002
J.P. Morgan Chase Corporation January 1993 - January 2002
Skills
Coaching, Team Leadership, Public Speaking, Team Building, Staff Development, Troubleshooting, Technical Support, IT Operations, Training, Microsoft Office, Windows Vista, Routers, Laptops, Management, Microsoft Excel, Program Management, TCP/IP, Software Installation, Networking, Leadership, VoIP, Telecommunications, Disaster Recovery, Call Centers, Outlook, Customer Service, Event Planning, Leadership Development, Social Media, Community Outreach, Social Networking, Marketing, Entrepreneurship, DHCP, Visio, Cisco Technologies, VPN, Blackberry Enterprise..., Windows XP, Windows 7, Access, Windows
Education
200 Garden City Plaza 2000 — 2002
A+ Certification and Network + Certification, Computer Systems Networking and Telecommunications
Hofstra University 1981 — 1985
Hofstra University 1981 — 1985
Banking and Financial Investment
Bushwick High School 1976 — 1981
The Provident Loan Society of New York November 2013 - Present
Double Eagle Process January 2009 - Present
Investors Bank October 2011 - September 2013
Flushing Bank January 2010 - October 2011
The Boychick Affair April 2010 - January 2011
Sovereign Bank March 2003 - January 2010
Independence Community Bank 2003 - 2006
GE Commercial Finance December 1997 - March 2003
GE Capital 1997 - 2003
JPMorgan Chase February 1995 - December 1997
Skills
Credit Analysis, Consultative Selling, Public Speaking, Business Planning, Real Estate, Non-profits, Six Sigma, Credit, Financial Analysis, Loans, Commercial Lending, Banking, Risk Management, Coaching, Negotiation, Small Business, Fundraising, Strategic Planning, Portfolio Management, Customer Service, Financial Reporting, Due Diligence, Business Strategy, Cash Management, Accounting, Risk, Financial Planning, Mortgage, New Business Development, Sales Management, Event Planning, Social Media, Process Improvement, Credit Risk, Management Consulting, Restructuring, Mentoring, Underwriting, Cash Flow, Leadership Development, Marketing Strategy, Financial Management, Executive Coaching, Business Management, Caregivers, Financial Risk, Management, Mortgage Lending, Commercial Banking, Strategic Financial...
Education
Hofstra University 1992 — 1993
Stony Brook University 1985 — 1989
BA, Liberal Arts
Regis High School
Ruth Anne Guerrero Project Management Consulting, LLC July 2015 - Present
PMI Delaware Valley Chapter January 2014 - Present
TD Bank October 2012 - July 2015
Delaware Valley PMI Chapter April 2011 - December 2013
AmeriHealth Mercy April 2007 - October 2012
Project Management Institute January 2006 - April 2007
JPMorgan Chase October 2002 - December 2005
Cablevision January 2001 - September 2002
The Chase Manhattan Bank July 1997 - January 2001
Long Island Lighting Company September 1991 - July 1997
Skills
Program Management, PMO, Project Portfolio..., Process Improvement, PMP, Cross-functional Team..., Change Management, Vendor Management, Project Management, Leadership, Management, MS Project, SDLC, Governance, Strategy, Business Process..., Business Analysis, PMI, Strategic Planning, Team Leadership, Project Planning, Training, Integration, Requirements Analysis, Software Project..., Analysis, IT Strategy, Visio, Risk Management, Portfolio Management, Data Warehousing, Project Delivery, Resource Management, Management Consulting, Budgets, Enterprise Software, Business Process, IT Management, SharePoint, Business Intelligence, IT Service Management, Software Documentation, ITIL, CRM, Quality Assurance, Agile Project Management, Outsourcing, Access, Requirements Gathering, Six Sigma
Education
Hofstra University 1993 — 1996
MBA, Management
Hofstra University 1971 — 1975
BA, Mathematics
JPMorgan Chase September 2012 - Present
JPMorgan Chase & Co. April 2010 - September 2012
Continental Home Loans December 2009 - April 2010
Education
Hofstra University
Paralegal Certificate
Nassau Community College
Associate's degree
PwC April 2015 - Present
JPMorgan Chase April 2009 - September 2014
Bear Stearns & Co. Inc. 1999 - 2008
Time Inc. 1996 - 1999
Smith Barney January 1994 - December 1995
Securities Industry Automation Corporation 1992 - 1994
Skills
Project Management, Sanctions Screening, OFAC, Dodd-Frank, Regulatory Compliance, SDLC, Vendor Management, CRM, Change Management, Mergers & Acquisitions, Employee Management, Master Data Management, Business Intelligence, AML, Software Development, Cloud Computing, TFS, Salesforce.com..., Agile & Waterfall..., Application Lifecycle..., PnL Management, General Ledger, Salesforce.com..., Software Implementation..., CRMFusion, Visio, ETL Tools, Microsoft Office, Mobile Applications, Release Management, OLAP, MSBI, Apex Data Loader, Sales Cloud, Visual Studio, SQL, MS Project, PMO Development, JIRA, XML, ITSM Change Management, IT Project..., Metrics Reporting, Pegasystems PRPC, BPM, ColdFusion, Managing Workflow, IRM, KPI Reports, RFP Generation
Education
Grumman Data Systems Institute 1983 — 1984
Computer Programming Diploma, Business Computer Programming
Hofstra University 1978 — 1979
Chemistry
Santander Bank, N.A. September 2012 - Present
Capital One May 2010 - August 2012
JPMorgan Chase March 2008 - May 2010
Westrock Advisors January 2007 - March 2008
Skills
Small Business Lending, Consumer Lending, Commercial Lending, Loans, Lines Of Credit, Credit, Commercial Banking, Mortgage Lending, Banking, Retail Banking, Treasury Management, New Business Development, Sales, Computer Proficiency, Merchant Services, Payroll Services, Cash-flow Management, Commercial Real Estate..., Formal Credit Training..., Series 7, Credit Analysis, Commercial Mortgages, Loan Origination, SBA, Credit Cards, Cross Selling, Underwriting, Relationship Management, Mortgage Banking, Asset Based Lending, Deposits, Branch Management, Financial Services, Credit Risk, Cash Management, Residential Mortgages, Portfolio Management, Small Business
Education
Hofstra University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Management
JPMorgan Chase July 2010 - Present
JPMorgan Chase January 2009 - July 2010
JPMorgan Chase July 2007 - January 2009
JPMorgan Chase June 2006 - August 2006
Skills
Japanese, Credit Analysis, Credit, Portfolio Management, Credit Risk, Banking, Risk Management, Underwriting, Commercial Banking, Loan Origination, Syndications, Cash Flow, Real Estate, Loans, Financial Modeling, Financial Analysis, Commercial Lending
Education
Hofstra University 2005 — 2007
BBA, Finance
University of Miami - School of Business 2002 — 2005
BBA, Finance
Sourcing Journal September 2013 - Present
Louis C. Ciliberti & Associates Ltd. May 2012 - September 2013
JPMorgan Chase December 2010 - May 2012
Skills
FINRA Series 6, FINRA Series 63, NYS Life Insurance, NYS Notary Public
Education
Hofstra University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, 4.00 GPA (Summa Cum Laude)
U.S. Department of Veterans Affairs August 2015 - Present
Women Veterans Interactive March 2011 - Present
Sesame Workshop March 2014 - Present
John 14:2, Inc Dba The Veterans Housing and Support Services Group April 2009 - Present
Prince George's County Commission for Veterans July 2012 - April 2015
Maryland Commission for Women March 2011 - February 2015
JPMorgan Chase October 2006 - August 2008
Hofstra University October 1996 - September 2000
U.S. Navy October 1988 - January 1993
Skills
Strategic Planning, Investments, Risk Management, Non-profits, Small Business, Strategic Financial..., Finance, Fundraising, Policy, Military, Leadership, Community Outreach, Public Speaking, Program Management, Veterans Benefits, Financial Analysis, Veterans, Nonprofits, Budgets, Government, Project Planning, Process Improvement, Organizational..., Research, Leadership Development, Analysis, Executive Management, Training, Interviews, Mergers & Acquisitions, System Administration, Entrepreneurship, Team Building, Strategy, Coaching, Conflict Resolution, Managerial Finance, Supervisory Skills, Start-ups, Management Consulting, Organizational..., Program Development, Proposal Writing, Management, Team Leadership, Career Counseling, Change Management, Workshop Facilitation, Executive Coaching, Employee Benefits
Education
University of Maryland University College 2009 — 2012
Master's, Nonprofit and Association Management
Hofstra University 1996 — 2001
Bachelor's, Accounting
Nassau Community College 1993 — 1996
Associate, Business Management
hempstead high school 1983 — 1987
JPMorgan Chase July 2014 - Present
BBC Worldwide Americas September 2013 - December 2013
First Commonwealth Bank June 2013 - August 2013
Honest Tea June 2012 - August 2012
Metsch Refractories November 2009 - May 2010
Education
Hofstra University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Senior
Nu Skin Enterprises, Inc. June 2012 - Present
JPMorgan Chase July 1985 - May 2003
Skills
Team Building, Fitness, Nutrition, Public Speaking, Marketing, Entrepreneurship, Supplements, Teaching, Customer Service, Event Planning, Coaching, New Business Development, Small Business, Strategic Planning, Leadership, Marketing Strategy, Training, Social Media, PowerPoint, Social Networking, Sales Management, Negotiation, Network Marketing, Leadership Development, Microsoft Office, Direct Sales, Editing, Online Marketing, Home Based Business, Personal Development, Fundraising, Weight, Lifestyle, Start-ups, Wellness Coaching, Skin Care, Personal Training, Wellbeing, Wellness, Non-fiction, Spa, Curriculum Development, Lifestyle Coaching
Education
Hofstra University
Bachelor of Arts (BA), Elementary Education/Psychology
ChannelAdvisor January 2015 - Present
JPMorgan Chase December 2013 - April 2014
Burberry October 2013 - January 2014
Hofstra University September 2012 - December 2013
Asia Center & Continue Education Department, Hofstra University October 2012 - October 2012
Wintai Autos Trading Company, LTD September 2011 - July 2012
Xuezhilang Children’s EQ Development Center August 2011 - September 2011
Skills
Statistics, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Mandarin, Teamwork, Economics, Chinese, English, SPSS, Market Research, Training, Leadership
Education
Hofstra University 2012 — 2014
Master of Arts (M.A.) with Distinction, Industrial and Organizational Psychology
Warwick University 2008 — 2011
Bachelor of Science (B.Sc.) with Honours, Psychology
First Data Corporation February 2015 - Present
JPMorgan Chase November 2003 - February 2015
JPMorgan Chase November 2003 - November 2010
Skills
Banking, Credit, Small Business Lending, Loans, Consumer Lending, Financial Services, Investments, Retail Banking, Mutual Funds, Commercial Lending, Relationship Management, Commercial Banking, Customer Service, Mortgage Lending, Series 63, Wealth Management, Loan Origination, Credit Risk, Private Banking, Financial Analysis, Branch Management, Management, Credit Analysis, Lines Of Credit, Portfolio Management, Mortgage Banking, Series 6, Treasury Management, Residential Mortgages, Finance, Cash Management, Cross Selling, Commercial Mortgages, Securities, Credit Cards, Financial Risk, Refinance, Deposits, Sales Management, AML, Series 7, Coaching, Merchant Services, Motivation, Client Development, Merchant Card Processing
Education
Hofstra University
BBA, Finance
JPMorgan Chase January 2009 - Present
First Citizens Bank June 2006 - December 2008
Washington Mutual March 2002 - June 2006
Fleet Bank July 1998 - March 2002
Maspeth Federal Savings & Loan Association February 1990 - July 1998
Education
Hofstra University 1984 — 1985
Biology
New Hyde Park Memorial 1980 — 1984
Nassau County Comptroller's Office May 2004 - Present
JPMorgan Chase 1983 - 2003
CBS Corporation 1981 - 1982
Arthur Andersen 1979 - 1981
Skills
Auditing, Government, Managerial Finance, Internal Controls, Policy, Accounting, Business Process..., Analysis, Local Government, Business Analysis, Sarbanes-Oxley, Training, Strategic Planning, Internal Audit, Executive Management, Change Management, Sarbanes-Oxley Act, Business Process, Financial Reporting, Financial Services, Financial Risk, Risk Assessment, IT Audit, Strategic Financial..., Tax, Leadership, Budgets, Process Improvement, Management Consulting, Program Management, Governance, Financial Analysis, Finance, Mergers & Acquisitions, Access, Banking, Financial Accounting, Financial Modeling, Due Diligence, General Ledger, Fraud, Enterprise Risk..., Operational Risk..., Corporate Governance, Streamlining Operations
Education
Hofstra University 1977 — 1979
BBA, Public Accounting, Magna Cum Laude
NYU Forensic Certificate Program
Nassau Community College 1974 — 1976
A.A.S, Accounting, Summa Cum Laude
Barnum Financial Group, an Office of MetLife August 2012 - Present
The Weiss Group, an office of MetLife August 2012 - December 2013
Bank of America January 2007 - 2012
JPMorgan Chase 2000 - 2006
Bank of America 1996 - 2000
Skills
Retirement Planning, Wealth Management, Series 7, Life Insurance, Financial Analysis, IRAs, Long Term Care Insurance, Employee Benefits, Disability Insurance, Income Protection, Investments, College Savings Plans, Asset Protection, Series 66
Education
Hofstra University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Finance
Lawrence High School
Daymon Worldwide October 2014 - Present
Fenestra, Inc. - An SH&A Company January 2014 - October 2014
JPMorgan Chase September 2013 - November 2013
E. Rogers Associates, Inc. September 2011 - August 2013
Hofstra University January 2012 - May 2012
Hofstra University January 2012 - May 2012
North Shore-LIJ Health System June 2009 - September 2011
Skills
Organizational..., Data Analysis, Program Evaluation, Research, SPSS, Human Resource..., Leadership Development..., Competency Assessment, Change Management, Interviews, Policy, Human Resources, Coaching, Talent Management, Organizational..., Employee Engagement, Performance Management, Leadership Development, Management
Education
Loyola University Maryland 2004 — 2008
Bachelor's degree, Psychology and Minor in General Business
Hofstra University 2008 — 2010
Master of Arts (MA), Industrial and Organizational Psychology
Hofstra University 2010 — 2014
Doctor of Philosophy (Ph.D.), Applied Organizational Psychology
Consumer Portfolio Services February 2015 - Present
Olympus May 2013 - February 2015
PNC June 2012 - May 2013
MediciGlobal Inc., Patient Recruitment & Retention August 2011 - January 2012
JPMorgan Chase June 2011 - August 2011
Northeast Drug Test Consultants June 2009 - August 2010
Maco & Associates, LLC June 2009 - June 2010
Skills
Customer Service, Sales, Microsoft Office, Financial Statement..., Finance, Management, Blogging, Credit, QuickBooks, Derivatives, Access, Forecasting, Leadership, Marketing, Analysis, Time Management, CRM, Financial Analysis
Education
Temple University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Hofstra University 2008 — 2009
Finance
Nazareth Area High School 2004 — 2008
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase September 2013 - May 2015
JPMorgan Chase July 2012 - September 2013
JPMorgan Chase January 2012 - July 2012
JPMorgan Chase June 2006 - January 2012
JPMorgan Chase January 2004 - June 2006
JPMorgan Chase May 2001 - January 2004
American Express 2000 - 2001
Milliman 1996 - 2000
Education
Villanova University BS BA, Hofstra University MS
Hofstra University 1992 — 1994
MS, Math
Villanova University 1988 — 1992
BS Math, BA History
Chaminade High School 1985 — 1988
Claren Road Asset Management, LLC April 2011 - Present
Claren Road Asset Management February 2008 - April 2011
JPMorgan Chase August 2007 - February 2008
Merrill Lynch July 2005 - July 2007
Skills
Bloomberg, Derivatives, Capital Markets, Microsoft Excel, Fixed Income
Education
Hofstra University 2001 — 2004
Bachelor of Business Administration (B.B.A.), International Business
JPMorgan Chase October 2010 - Present
JP Morgan Chase October 2004 - October 2010
JPMorgan Chase December 2001 - September 2004
Boxcar Software September 2000 - November 2001
Skills
Outsourcing, Software Development, Management, SDLC, Vendor Management, IT Strategy, Enterprise Architecture, Strategic Planning, Budgets, Requirements Analysis, Business Analysis, Software Project..., Visio, Portfolio Management, Agile Methodologies, IT Management, SQL, Start-ups, Servers, Distributed Systems
Education
Hofstra University 2001 — 2004
MBA, Information Systems
Hofstra University 1990 — 1994
BS, Computer Science, Minor in Information Systems
JPMorgan Chase June 2013 - Present
JPMorgan Chase June 2007 - June 2013
JPMorgan Chase February 2003 - April 2007
JPMorgan Securities June 1993 - November 2002
JP Morgan, Inc. January 1989 - June 1993
Irving Trust 1987 - 1989
Skills
Strategy, Management, Sales, Financial Markets, Investments, Business Development, Leadership, Corporate Finance, Investment Banking, Product Management, Private Equity, Financial Modeling, Capital Markets
Education
Hofstra University 1989 — 1993
MBA, Finance
Stony Brook University 1982 — 1986
BS, Computer Science and Economics
JPMorgan Chase & Co. July 2010 - Present
JPMorgan Chase & Co. September 2008 - July 2010
Washington Mutual - JPMorgan Chase & Co. September 2006 - September 2008
JPMorgan Chase November 2000 - December 2005
Skills
Commercial Banking, Sales Management, Cash Management, Customer Experience, Small Business Lending, Team Building, Customer Service, Real Estate, Financial Statement..., Forecasting, Vendor Management, Alternative Investments, Asset, Payment Card Processing, Leadership, Training, Commercial Lending, Financial Analysis, Credit, Portfolio Management, Banking, Strategic Planning, Cross Selling, Selling, Management, Business Development, Change Management, Strategy, Relationship Management, Loans, Business Planning, Sales, Finance, Mortgage Lending, Risk Management, Process Improvement, Sales Process, Analysis, Sales Operations, Consumer Lending, Credit Analysis, Performance Management, Lines Of Credit, Recruiting, Loan Origination, Commercial Mortgages, Asset Based Lending, Treasury Management, Retail Banking, Financial Services
Education
Hofstra University
JPMorgan Chase July 2013 - Present
UBS April 2012 - July 2013
Morgan Stanley Smith Barney August 2000 - April 2012
Skills
FINRA, Risk Management, Series 24
Education
Hofstra University 1997 — 1999
MBA, Banking and Finance
Muhlenberg College 1993 — 1997
BA, Economics and Finance
JPMorgan Chase April 2005 - Present
Astoria Federal Savings March 1997 - April 2005
Education
Hofstra University 1993 — 1998
Positive Promotions January 2014 - Present
Positive Promotions January 2011 - January 2014
Positive Promotions September 2010 - January 2011
Cablevision August 2008 - July 2010
JPMorgan Chase 2003 - 2007
JPMorgan Chase January 2000 - January 2003
JPMorgan Chase January 1996 - January 2000
Skills
Active Directory, Troubleshooting, Customer Service, Windows, Servers, Lotus Notes, Novell Netware, Help Desk Support, Novell, Process Improvement, Software Documentation, Technical Support, Customer Satisfaction, IBM AS/400, Visio, Risk Management
Education
Hofstra University 1975 — 1978
Bachelor of Science, Computer Science, B-
University of Arizona 1973 — 1975
N/A, Astronomy, Accounting, B
Hicksville High School 1970 — 1973
High School Diploma
MetLife November 2007 - Present
American Home Mortgage 2005 - 2007
The Chase Manhattan Bank January 1993 - November 2005
JPMorgan Chase 1993 - 2005
JPMorganChase 1991 - 2005
Education
Hofstra University 1990 — 1991
BA, MGMT
WMC Vice PresidentWellington Management Company2005 - Present
JPMorgan Chase 1991 - 2005
JP Morgan 1991 - 2005
JPMorgan 1991 - 2005
Chase Manhattan Bank 1991 - 2005
JP Morgan Chase Bank NA 1991 - 2005
JPMorganChase 1991 - 2005
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Hofstra University 1989 — 1991
BBA, Banking and Finance
Suffolk County Community College 1988 — 1989
Liberal Arts
University of Maryland College Park 1987 — 1989
Finance
JPMorgan Chase May 2013 - March 2014
Goldman Sachs August 2009 - May 2013
Goldman Sachs July 2008 - August 2009
Goldman Sachs June 2007 - August 2007
Bank of New York Mellon September 2006 - May 2007
Goldman Sachs June 2006 - August 2006
Skills
Electronic Trading, Credit Derivatives, Bloomberg Terminal, Trading, Series 7, Series 63, Bonds, Credit Analysis
Education
Hofstra University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Mainline Information Systems consultantCTGJanuary 2009 - January 2013
JPMorgan Chase 1995 - 2007
Skills
Enterprise Architecture, SDLC, Requirements Analysis, Business Analysis, IT Strategy, Vendor Management, Project Portfolio..., Solution Architecture, PMO, Disaster Recovery, Program Management, Integration, Software Project..., Process Improvement
Education
Hofstra University
Citi October 2011 - Present
Nassau County April 2008 - July 2011
JPMorgan Chase May 2001 - April 2008
Skills
Management, Analysis, Process Improvement, Access, Financial Risk
Education
Hofstra University
Master of Business Administration (MBA), Management Science
Bank of America 2011 - 2014
Bank of America 2010 - 2011
Bank of America 2007 - 2010
American Home Mortgage 2003 - 2006
JPMorgan Chase 1987 - 2002
Skills
Risk Management, Finance, Credit, Analytics, Training, Banking, Mortgage Banking, Credit Risk, Credit Analysis, Financial Analysis, Operational Risk, Internal Audit, Financial Risk
Education
Hofstra University 2002 — 2006
Master of Business Administration (MBA), Finance, General
State University of New York - System 1988 — 1991
Bachelor of Science (B.S.), Business/Management
JPMorgan Chase Vice PresidentJPMorgan Chase Bank, NA1979 - Present
JPMorgan 1979 - Present
Education
Hofstra University 1974 — 1978
Bank of America October 2006 - Present
Nomura June 2006 - October 2006
JPMorgan Chase January 2005 - June 2006
Medco March 2004 - January 2005
Charles Schwab January 2003 - March 2004
NASDAQ 2001 - 2002
TD Waterhouse February 2000 - September 2001
Anderson Consulting 1998 - 2000
ING November 1997 - August 1998
AIG October 1995 - October 1997
Skills
Vendor Management, Business Analysis, SDLC, PMO, Equities, Banking
Education
Hofstra University 1977 — 1979
MBA, Finance
Queens College 1972 — 1977
BA, Accounting, Economics
BRT Realty Trust ManagerMorgan StanleyJuly 2002 - June 2007
JPMorgan Chase June 2001 - June 2002
Education
New York University 2004 — 2007
Master of Science Real Estate Investment and Analysis, Real Estate
Hofstra University 1997 — 2001
JPMorgan Chase September 2009 - Present
JPMorgan Chase August 2008 - August 2009
Bear Stearns June 2006 - July 2008
Skills
Storytelling, Problem Solving, Video Editing, Video, Avid, Avid Media Composer, Visual Design, After Effects, Final Cut Pro, Streaming Media, New Media, Producing, Marketing, Mobile Devices, Creative Direction, Television, Adobe Creative Suite, Video Production, Editing, Premiere
Education
New York University 2011 — 2014
MA, Graphic Communications Management and Technology
Hofstra University 2002 — 2006
BA, Video and Television Production
JPMorgan Chase January 2014 - Present
CoreOne Technologies - VistaOne Solutions (formerly Netik) March 2012 - January 2014
Citco July 2009 - January 2012
P&L Consulting Group March 2009 - July 2009
Goldman Sachs May 2007 - January 2009
Citco Fund Services July 2004 - May 2007
SmartStream Technologies March 2003 - July 2004
Advent Software (formerly Kinexus) October 1999 - January 2003
The Chase Manhattan Bank March 1996 - October 1999
Skills
Hedge Funds, Project Planning, Product Management, Investor Relations, Private Equity, Fund Administration, Prime Brokerage, Web Project Management, Business Analysis, Change Management, Wealth Management, Process Improvement, Vendor Relations, Team Management, Team Building, Business Process
Education
Hofstra University
MBA, Finance
University of Maryland College Park
GM Financial December 2014 - Present
Honeywell May 2009 - December 2014
Sixth Gear October 2007 - November 2008
AmeriCredit Financial Services May 2006 - September 2007
JPMorgan Chase June 1992 - May 2006
Skills
Profitability, Credit, Portfolio Management, Contract Negotiation, Start-ups, Sales Management, Pricing, Forecasting, Negotiation, Consultative Selling, Team Building, Account Management, Selling, Process Improvement
Education
Hofstra University 1990 — 1992
BBA, Management
Retired October 2010 - Present
Comprehensive MRI of New York May 2009 - October 2010
North Shore Orthopedic Surgery June 2008 - September 2010
JPMorgan Chase August 1980 - January 2008
Skills
Banking, Retail Banking, Vendor Management, Business Analysis, Risk Management, SDLC, PMO, Process Improvement, Relationship Management, Portfolio Management, Program Management, Financial Services
Education
Hofstra University 1973 — 1976
Bachelor of Science in Computer Science
PNC January 2012 - Present
PNC Financial Services Group August 2006 - January 2012
Bank of America January 2006 - August 2006
JPMorgan Chase November 2004 - October 2005
JPMorgan Chase November 2002 - November 2002
JPMorgan Chase April 1999 - November 2002
Skills
Banking, Performance Management, Employee Relations, Relationship Management, Management, Process Improvement, Training, Lotus Notes, Business Relationship..., Loans, Risk Management, Cash Management, Life Insurance, Finance, Retail Banking, Analysis, Human Resources, CRM, Coaching
Education
Villanova University 2005 — 2006
Human Resources Management
Hofstra University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
HSBC March 2012 - Present
Wells Fargo June 2010 - March 2012
Capital One February 2009 - June 2010
WaMu, JP Morgan Chase May 2007 - January 2009
JPMorgan Chase May 2004 - May 2007
Skills
Credit, Commercial Lending, Relationship Management, Letters of Credit, International Trade, Cash Management, Finance, Banking, CRM, Commercial Banking, Small Business, Financial Analysis, Financial Services, Loans, Mortgage Lending, Credit Analysis, Portfolio Management
Education
Hofstra University 1986 — 1990
Bachelor of Arts (BA), Economics and Anthropology
JPMorgan Chase 1984 - 2008
Doubleday Publishing 1982 - 1984
Pennsylvania Blue Shield 1977 - 1982
Skills
Business Analysis, Project Management, IT Management, Software Project..., Customer Service, Team Leadership, Program Management, Requirements Analysis, Process Improvement, Software Documentation, Analysis, Microsoft SQL Server, Integration
Education
Stony Brook University 2009 — 2009
Business Analysis Certificate
Hofstra University 1970 — 1972
Liberal Arts Studies
AIG 2012 - Present
JPMorgan Chase May 2008 - March 2012
Bear Stearns January 2005 - May 2008
Bear Stearns February 2000 - December 2004
CA Technologies March 1997 - January 2000
Multiwire/Gerber 1980 - 1996
Photocircuits 1989 - 1995
Skills
Trading Systems, Market Data, Technology Management, Infrastructure..., IT Business Management, IT Infrastructure Design, Data Center, Change, Electronic Trading, Credit Derivatives, IT Strategy, SDLC, Vendor Management, IT Management, Identity Management, Capital Markets, Equities, Derivatives, Management, Options, Fixed Income, Bloomberg, Prime Brokerage, SOA, Trading, Risk Management, Securities, Sybase, Infrastructure, Business Strategy, Hedge Funds, Structured Products, Investment Banking, FX Options, Reference Data, Equity Trading, Disaster Recovery, Leadership, SQL, Enterprise Architecture, Securities Lending, Swaps, Divestitures, Change Management, Middle Office, Equity Derivatives, Low Latency, Global Delivery, Solaris, Market Risk
Education
Hofstra University
Bachelor's degree, Computer Science
Rodan + Fields March 2015 - Present
Atlantic Partners Financial Group October 2010 - July 2011
Star Capital Services, LLC November 2008 - July 2010
John Hancock New York Partners 2006 - 2008
John Hancock New York Partners November 2002 - December 2006
JPMorgan Chase March 2002 - October 2002
Merrill Lynch July 2000 - February 2002
Education
Hofstra University 2003 — 2005
Master of Science in Secondary Education, Secondary Education and Teaching
Villanova University 1996 — 2000
B.S., Finance
BNY Mellon Markets Group July 2013 - Present
BNY Mellon February 2012 - Present
Lifetime LLC January 2010 - Present
State Street April 2010 - January 2012
Dresdner Kleinwort October 2005 - January 2010
SG 1997 - 2005
Societe Generale 1997 - 2005
UBS Investment Bank 1993 - 1997
Fuji Capital Markets Corp 1991 - 1993
JPMorgan Chase 1988 - 1991
Skills
Middle Office, Equity Derivatives, Market Risk, Settlement, Rates, Valuation, Operational Risk..., Credit Derivatives, Collateral Management, Investment Banking, Swaps, Interest Rate..., Derivatives, Structured Products, Fixed Income, Dodd-Frank, Product Control, Foreign Exchange, CDS, Operational Risk, Electronic Trading, Structured Finance, Bonds, Securities, Back Office, Equities, Financial Markets, Capital Markets, FX Options, Risk Management, Interest Rate Swaps, Asset Management, Finance, Treasury Management, Money Market, Trading Systems, Bloomberg, ISDA, Portfolio Management, Trading, Financial Risk, Financial Services, Hedge Funds, Options
Education
Hofstra University 1993 — 1994
Saint John's University 1986 — 1988
BS, Finance, Accounting
JPMorgan Chase Bank, N.A. August 2013 - Present
JPMorgan Securities LLC April 2011 - August 2013
HRBDx Inc January 2010 - April 2011
Bank of America, Global Wealth & Investment Management June 2008 - June 2009
JPMorgan Chase October 2003 - June 2008
American Express Financial Advisors October 2002 - November 2003
Education
Hofstra University 1998 — 2002
Bachelor of Business Administration Degree, Banking and Finance
Saint Francis Preperatory 1994 — 1998
General Studies
JPMorgan Chase August 2013 - Present
UBS Investment Bank November 2005 - July 2013
Goldman Sachs May 1998 - November 2005
AT&T Bell Labs May 1986 - May 1998
Education
Hofstra University 1982 — 1986
B.S., Information Systems
Pace University
MBA, Finance
JPMorgan Chase November 2012 - Present
Wells Fargo June 2007 - November 2012
Washington Mutual 2003 - 2007
Deutsche Bank 2000 - 2004
HSBC 1998 - 2000
JP Morgan Chase 1993 - 1998
Skills
Credit, Commercial Banking, Credit Analysis, Loans, Portfolio Management, Commercial Lending, Banking, Small Business Lending, Credit Risk, Mortgage Lending, Retail Banking, Risk Management, Loan Origination, Underwriting, Treasury Management
Education
Hofstra University 1989 — 1993
BBA, Marketing
Hofstra University
Bachelor of Business Administration (B.B.A.), Marketing
Credit Suisse June 2015 - Present
Credit Suisse November 2013 - Present
Credit Suisse March 2003 - December 2013
Deutsche Bank 2000 - 2003
JPMorgan Chase 1997 - 2000
Skills
Financial Analysis, Business Analysis, Capital Markets, IT Strategy, Finance, Risk Management, Vendor Management, Investment Banking
Education
Hofstra University 1989 — 1996
Master of Business Administration (MBA), Finance, General
Long Beach High School
JPMorgan Chase January 2008 - June 2015
JPMorgan Chase November 2006 - December 2007
Robeco Investment Management, LLC June 2005 - November 2006
Mannheim LLC March 2005 - May 2005
Wachovia Securities, LLC August 1999 - February 2005
BNP Capital Markets, LLC (broker/dealer subsidiary of Banque Nationale de Paris) March 1998 - July 1999
Banque Nationale de Paris April 1993 - February 1998
Education
Hofstra University 1990 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
JPMorgan Chase Vice PresidentJ.P. MorganFebruary 1994 - Present
Credit Suisse 2000 - 2001
The Conference Board 1988 - 1994
Skills
Management, Financial Services, Marketing Strategy, Asset Management, Hospitality, Relationship Management, Leadership, Portfolio Management, Trade Shows, Event Planning, Customer Service, Marketing, Fixed Income, Event Management, Banking, New Business Development, Corporate Events, Strategic Planning, Budgets
Education
Hofstra University 1984 — 1988
BBA, Marketing
Verizon Wireless November 2014 - Present
JPMorgan Chase January 2013 - November 2014
JPMorgan Chase September 2011 - January 2013
T-Mobile September 2008 - August 2011
T-Mobile September 2007 - August 2008
Skills
Management, Recruiting, Retail, Sales, Sales Management, Time Management, Customer Retention, Sales Presentations
Education
Hofstra University 2015 — 2016
Postbacc Premed
College of Staten Island 2008 — 2010
Bachelor of Science (BS), Psychology
Neuberger Berman February 2005 - Present
JPMorgan Chase September 1994 - February 2005
Skills
Fiduciary, Investment Management, Trusts, Estate Planning, High Net Worth..., Wealth Management..., Trust Services, Asset Allocation, Securities, Wealth Management
Education
Widener University 1999 — 2002
MS, Taxation
Hofstra University
BBA, ACCOUNTING
JPMorgan Chase April 2012 - Present
JPMorgan Chase August 2006 - April 2012
JPMorgan Chase November 2002 - August 2006
JPMorgan Chase November 2000 - November 2002
JPMorgan Chase August 1998 - November 2000
Bank of America May 1994 - June 1998
Skills
Microsoft Office, Management, PowerPoint, Sales, Microsoft Word, Financial Analysis, Finance, Accounting, Banking, Marketing, Financial Services
Education
Hofstra University 2005 — 2009
Bachelor’s Degree, Marketing
JPMorgan Chase February 2013 - Present
JPMorgan Chase January 1995 - Present
Aquila Management Corp - Aquila Distributors, Inc. December 1990 - January 1995
National Westminster BanCorp NJ (formerly First Jersey) August 1987 - August 1990
Marivest, Marine Midland Bank February 1987 - August 1987
Salomon Brothers, Inc November 1986 - February 1987
The Bank of New York July 1985 - November 1986
Skills
SDLC, Requirements Gathering, Business Analysis, Business Requirements, Fixed Income, Accounting, Equities, User Acceptance Testing, Financial Services, Data Warehousing, Vendor Management, Requirements Analysis, Banking, PMO, Risk Management, SQL, Mutual Funds, Visio, Process Improvement, Project Management, SharePoint, Software Project..., DB2, Program Management, COBOL, Oracle, Agile Methodologies, ETL
Education
Hofstra University 1981 — 1985
BBA Public Accounting, Accounting, Finance and Math
GT Nexus formerly TradeCard April 2000 - Present
AVIS - Cendant Corporation 1996 - 2000
JPMorgan Chase 1987 - 1996
Skills
ERP, Vendor Management, SaaS, Business Analysis, Program Management, Product Management, Enterprise Software, Supply Chain Management, Process Improvement, Business Strategy, Cloud Computing, Project Management, Change Management, Start-ups, Software Project..., Supply Chain, EDI, Strategic Planning, SDLC, Salesforce.com, Business Process, Business Process..., Business Intelligence, Professional Services
Education
Hofstra University
Finance and Accounting
BNY Mellon December 2014 - Present
JPMorgan Chase March 2013 - Present
Citi December 2011 - March 2013
Citi June 2010 - December 2011
Solution One Services March 2010 - June 2010
Brand Connections May 2009 - October 2009
Skills
Digital Marketing, Marketing Strategy, Advertising, SEO, Social Media, CRM, Business Development, Financial Services, Marketing Communications, Competitive Analysis, Direct Marketing, Securities, Relationship Management, Segmentation, Analytics, Integrated Marketing, Strategy, Social Media Marketing
Education
Hofstra University
Bachelor of Arts (B.A.), Mass Media Studies
MetLife Premier Client Group of New York City August 2013 - Present
Ameriprise Financial Services, Inc January 2010 - August 2013
Citi Personal Wealth Management August 1999 - December 2009
JPMorgan Chase August 1996 - August 1999
Skills
Retirement Planning, Retirement Income..., Investments, Wealth Accumulation..., Wealth Preservation..., Insurance Strategies, Long Term Care Insurance
Education
Hofstra University
BBA, Banking and Finance
PricewaterhouseCoopers LLP October 2014 - Present
United States District Court - Southern District of New York September 2013 - December 2013
PricewaterhouseCoopers LLP June 2013 - August 2013
Securities Arbitration Clinic - St. John's University School of Law 2013 - May 2013
Financial Industry Regulatory Authority September 2012 - December 2012
New York Supreme Court - Commercial Division May 2012 - August 2012
JPMorgan Chase June 2010 - May 2011
Skills
Tax Law, State and Local Tax, Employment Tax, Legal Research, Legal Writing, Criminal Procedure, Income Sourcing, Westlaw, LexisNexis, Microsoft Office, Bloomberg Terminal, Superforms Tax 2013, QuickBooks, Unemployment Insurance
Education
Saint John's University School of Law 2011 — 2014
Doctor of Law (J.D.), Commercial, Banking & Tax Law, Graduated: Dean's List
Hofstra University 2004 — 2010
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Townsend Harris High School 2002 — 2006
Advanced Regents Diploma - Honors
JPMorgan Chase
Skills
Financial Analysis, Access, Accounting, Financial Reporting, Microsoft Excel
Education
Hofstra University 2010 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Campanelli & Associates, P.C. September 2005 - Present
Diocesan Choir of Rockville Centre 2008 - 2013
JPMorgan Chase March 1987 - December 1993
IBJ Schroder Bank & Trust March 1983 - March 1987
Skills
Accounts Payable, Quickbooks, Accounts Receivable, Financial Statements, Expenses, Payroll, Bank Reconciliation, Bookkeeping, Invoicing, Journal Entries, QuickBooks, Spreadsheets, Finance, Facebook, Office Management, Management, Quicken, Administrative..., File Management, Leadership, Public Speaking, Microsoft Excel
Education
Hofstra University 1980 — 1984
MBA, Management Science/Quantitative Analysis
St. John's University, Jamaica, NY 1975 — 1979
Bachelor of Science, Finance
Bridal Reflections February 1998 - Present
Bridesmaids Department January 1998 - Present
CHASE AUTOMOTIVE FINANCE June 2000 - August 2000
JPMorgan Chase June 2000 - August 2000
Education
Hofstra University 2004 — 2008
BBA, MARKETING
2003
A.A, Sociology
Hofstra University
B.B.A, Marketing2008
Nassau Community College
TIAA-CREF December 2012 - Present
Bank of America 1994 - 2012
JPMorgan Chase 1990 - 1994
Chase Trade Inc 1987 - 1990
Skills
Banking, Change Management, Financial Services, Risk Management, Process Improvement, Leadership Development, Financial Risk, Portfolio Management, Program Management, Leadership, Strategy, Visio, Cross-functional Team..., Product Management, Performance Management, Project Management, PMO, Vendor Management, Training, Management
Education
Hofstra University
JPMorgan Chase December 2014 - Present
JPMorgan Chase September 2013 - December 2014
JPMorgan Chase October 2009 - August 2013
JPMorgan Chase February 2008 - October 2009
JPMorgan Chase January 2006 - February 2008
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Loan Origination, Underwriting, Financial Analysis, Mortgage Banking, Real Estate, Commercial Lending, Portfolio Management
Education
Hofstra University 2006 — 2008
MBA, Finance
Hofstra University 2001 — 2004
Bachelor of Business Administration (BBA), Finance and Business Management
Long Island Lawn Sprinklers 2010 - Present
TD Bank Group October 2002 - December 2004
JPMorgan Chase January 1997 - August 2001
Skills
Public Relations, Public Speaking, Newsletters, Event Planning
Education
Hofstra University 2005 — 2007
MS in Literacy Studies(K-12), Reading
Hofstra University 2005 — 2007
Masters degree, Literacy - k12, K-12
Deree-Pierce College 1970 — 1973
BA, Psychology
ITSOD, Inc. 2009 - Present
RCM Technologies May 1998 - December 2008
JPMorgan Chase January 1987 - May 1998
Education
Hofstra University 1982 — 1992
Bachelors, BCIS
JPMorgan Chase September 2012 - Present
TD Bank Group December 2010 - September 2012
Shoes Etc 1985 - 2010
Education
Hofstra University 1978 — 1982
BA, Psychology
JPMorgan Chase September 2013 - Present
Skills
Strategic Planning, Microsoft Office, New Business Development, Contract Negotiation, Business Development, Business Strategy, Process Improvement, Procurement, Vendor Management, Forecasting, Outsourcing, Risk Management, Change Management, Cross-functional Team...
Education
Hofstra University
Bachelor of Arts (BA), Communications
JPMorgan Chase July 1985 - Present
Skills
Credit, Commercial Lending, Loans, Banking, Retail Banking, Mortgage Lending, Commercial Banking, Mortgage Banking, Consumer Lending
Education
Hofstra University 1983 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
State University of New York College of Agriculture and Technology at Cobleskill 1981 — 1983
Self-employed January 1991 - February 2015
JPMorgan Chase 2001 - 2005
Skills
Mental Health, Case Managment, Psychology, Case Management, Social Services, Adolescents, CBT, Clinical Research, Clinical Supervision, Family Therapy, Google Groups, Group Therapy, Life Transitions, Mental Health Counseling, Psychotherapy, Crisis Intervention, DBT, Stress Management, Customer Service
Education
Hofstra University 1989 — 1991
Master of Science (MS), Clinical Psychology
IBM February 2008 - September 2013
IBM June 2004 - February 2008
JPMorgan Chase June 2002 - June 2004
Skills
Knowledge Management..., Knowledge Management, Team Leadership, Application Architecture, Systems Engineering, Web Design, Web Development, Program Management, Business Analysis, Business Process..., Department Budgeting, Capital Budgeting, Operating Budgets, Call Centers, Call Center Development, SDLC
Education
Hofstra University 1992 — 1993
Post Graduate Computer Science Program, Computer Science
Hofstra University 1986 — 1991
Bachelor of Business Administration (B.B.A.), Accounting and Business Law
JPMorgan Chase 2010 - 2013
New York Life Insurance Company April 2009 - July 2010
Citi July 2007 - March 2009
Russell Reynolds Associates January 1999 - May 2001
Skills
Personal Financial..., Financial Services, Software Development, Computer Maintenance, Computer Repair, Computer Program, Web Development, Web Design, Project Management, Management Consulting, Team Building, Team Management, Team Leadership, Home Automation
Education
New York Institute of Technology 2004 — 2006
none, Osteopathic Medicine/Osteopathy
Hofstra University 1996 — 2003
Bachelor of Arts (B.A.), Computer Science
Self-employed 2014 - Present
JPMorgan Chase 2007 - 2013
Skills
Customer Service, Managerial Finance, Banking, Retail Banking, Retail Sales, Customer Retention, Retirement Planning, Customer Satisfaction, Customer Experience, Customer Acquisition, Public Relations, Team Leadership, Leadership, Real Estate License, Selling, Series 63, Series 6, Life Insurance, Sales Management
Education
Hofstra University 2014 — 2014
Real Estate Certificate, Real Estate
LaGuardia Community College 2003 — 2005
Associate's degree