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
JPMorgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
JPMorgan Chase Salaries. You can even request information on how much does JPMorgan Chase pay if you want to. Learn about salaries, pros and cons of working for JPMorgan Chase directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
56,697 JPMorgan Chase employees in database. Find out everything there's to know about JPMorgan Chase employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JPMorgan Chase Employees
Starboard Advisors, LLC; Hype Energy Products April 2015 - Present
Quintium Advisors LLC September 2013 - April 2015
DenTek Oral Care, Inc April 2009 - August 2013
Keller Group January 2002 - April 2009
Wells Fargo July 1997 - January 2002
JPMorgan Chase July 1990 - June 1997
Skills
Strategic Planning, Financial Planning, Operations Management, Mergers & Acquisitions, Contract Management, Human Capital Management, Crisis Management, International Business, Supply Chain Management, Strategic Financial..., Forecasting, Strategy, Financial Analysis, Risk Management, Finance, Financial Modeling, Management, Valuation, Personnel Management, Private Equity, Leadership, Equities, Portfolio Management, Corporate Finance, Investments, Banking, Due Diligence, Business Strategy, Start-ups, Executive Management, Financial Risk
Education
Indiana University - Kelley School of Business 1997 — 2000
MBA, Finance
Indiana University Bloomington 1986 — 1990
Bachelor's Degree, Public Finance
Wintrust Commercial Banking January 2015 - Present
Wintrust Commercial Banking June 2013 - January 2015
JPMorgan Chase March 2012 - June 2013
JPMorgan Chase July 2010 - March 2012
JPMorgan Chase January 2007 - July 2010
Calyon Financial, Inc January 2007 - August 2007
LaSalle Business Credit, LLC September 2006 - January 2007
LaSalle Business Credit, LLC July 2005 - August 2006
LaSalle Business Credit, LLC September 2004 - July 2005
Skills
Credit Analysis, Credit, Portfolio Management, Finance, Banking
Education
Indiana University - Kelley School of Business 2000 — 2004
B.S. Business, Entrepreneurship
Homewood-Flossmoor High School
Wester Avenue Elementary
Credible Labs Inc. June 2015 - Present
Marmot Mountain January 2014 - June 2015
JPMorgan Chase November 2012 - July 2013
Stoops Freightliner July 2010 - December 2012
Indiana University School of Medicine, Hematology/Oncology June 2008 - January 2011
Student Media Group May 2010 - July 2010
Indiana University Simon Cancer Center May 2009 - July 2009
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science in Public Affairs (BSPA), Major: Management, Minor: Information Systems
University of Navarra 2011 — 2011
JPMorgan Chase 2009 - Present
JPMorganChase 2004 - July 2009
JPMorgan Chase 2001 - 2004
Ameritech 1978 - 1998
Skills
Project Management, Business Process..., Program Management, PMP, Process Improvement, PMO, Leadership, Management, Software Documentation, Analysis, Risk Management, Project Planning, Project Delivery, Training, IT Strategy
Education
Indiana University - Kelley School of Business 1982 — 1987
MBA, Finance
Indiana University Bloomington 1974 — 1978
BS, SPEA - Public Policy and Admin
EY November 2013 - Present
Edgewater Ranzal February 2011 - November 2013
JPMorgan Chase June 2009 - February 2011
Skills
Valuation, Strategic Planning, Cash Flow Forecasting, Financial Forecasting, Restrictive Covenants, Microsoft Excel, Debt Structuring, Hyperion Strategic..., Corporate Finance, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Divestitures, VBA, Business Analytics, Consulting, Start-ups, Spin-offs, Carve-outs, Carve-out Financial...
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
NovationHR, LLC February 2009 - Present
Unisource Services, Inc. January 1993 - Present
JP Morgan Chase May 1992 - January 1993
JPMorgan Chase May 1990 - April 1992
Skills
Management Consulting, Strategic Planning, Mergers, Business Strategy, Change Management, Negotiation, Organizational..., Start-ups, Contract Negotiation, Mergers & Acquisitions, Consulting, Recruiting, Strategy, Outsourcing, Sales, Human Resources
Education
Indiana University - Kelley School of Business 1987 — 1990
BS, Finance
Indiana University-Northwest 1990 — 1993
MBA, Management
Highland High School 1982 — 1986
Mitsubishi UFJ Financial Group, Inc. October 2013 - Present
Union Bank January 2010 - October 2013
Union Bank October 2008 - January 2010
Merrill Lynch August 2005 - February 2008
JPMorgan Chase June 1999 - August 2005
Skills
Investment Banking, Private Equity, Banking, Equities, Capital Markets, Investments, Credit, Commercial Banking, Treasury Management, Corporate Finance, Financial Analysis
Education
Indiana University - Kelley School of Business 1995 — 1999
Finance, International Studies
American Express FSB October 2011 - Present
JPMorgan Chase December 2002 - October 2011
Skills
Financial Risk, Banking, Risk Management, Operational Risk, Operational Risk...
Education
Indiana University - Kelley School of Business
BS, Finance
Ocean Tomo July 2014 - Present
JPMorgan Chase June 2013 - August 2013
Coldwell Banker Residential Brokerage June 2012 - August 2012
Lilly Pulitzer April 2009 - August 2010
Skills
Sales
Education
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Business Administration, Business - Finance
Hinsdale Central High School
Miami University
Finance
Stonegate Mortgage Corporation (NYSE: SGM) February 2015 - August 2015
JPMorgan Chase April 2010 - November 2014
JPMorgan Chase February 2008 - April 2010
Lehman Brothers / BNC Mortgage January 2005 - October 2007
People's Choice Home Loan January 2004 - December 2005
McLeod USA November 1998 - July 2002
Skills
Risk Management, Credit, Mortgage Lending, Banking, Management, Mortgage Banking, Loans, Loan Origination, Credit Analysis, Leadership, FHA, Financial Services, Loss Mitigation, Process Improvement, Finance, Company Valuation, Real Estate, Appraisals
Education
Indiana University - Kelley School of Business 1999 — 2002
MBA, finance
Health Care REIT July 2013 - Present
JPMorgan Chase June 2012 - August 2012
Merrill Lynch May 2011 - August 2011
Highlands Tennis Club May 2011 - August 2011
Skills
Financial Modeling, Market Research, Financial Analysis, Valuation, Real Estate, Microsoft Office, Finance, Asset Management, Due Diligence, Real Estate Economics, Data Analysis
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Real Estate and Finance
JPMorgan Chase 1987 - Present
Ernst & Young 1985 - 1986
Skills
Loans, Banking, Credit, Finance, Risk Management, Financial Analysis, Portfolio Management, Treasury Management, Commercial Banking, Financial Modeling, Training, Credit Analysis, Financial Risk, Accounting, Cash Management, Mergers & Acquisitions, Corporate Finance, Project Management, Due Diligence, Financial Services, Asset Management, Investment Banking, Credit Risk, Business Strategy, Business Analysis, Program Management
Education
Indiana University - Kelley School of Business
Bachelor of Science, Accounting
Surgical Care Affiliates June 2014 - Present
Surgical Care Affiliates September 2013 - June 2014
Mobile Doctors November 2012 - August 2013
Mobile Doctors August 2012 - November 2012
Kennedy Care May 2012 - August 2012
Indiana University Health May 2011 - June 2012
JPMorgan Chase April 2007 - May 2011
Walgreens January 2006 - March 2007
Skills
Customer Service, Management, Microsoft Office, Medicare, Training, Quality Patient Care, Medical Billing, Report Writing, Clinical Supervision, Clinical Data Management, Strategic Planning, Hospitals, Healthcare Management, Recruiting, Microsoft Excel, PowerPoint, Public Speaking, Healthcare Information..., Healthcare
Education
Indiana University-Purdue University at Indianapolis 2010 — 2012
Masters in Health Administration
Indiana University - Kelley School of Business 2001 — 2005
Bachelors of Science, Business Management
Madison Consolidated High School 1997 — 2001
JPMorgan Chase 2012 - Present
New York Community Bank 2006 - 2012
iCap Realty Advisors / Houlihan-Parnes Realtors, LLC 2005 - 2006
Adams & Company Real Estate, LLC 2004 - 2004
Education
Indiana University - Kelley School of Business
Bachelor of Science (B.S.), Majors: Finance (with a concentration in Real Estate); International Studies.
New York University
Masters in Real Estate. Concentration in Real Estate Development
Ernst & Young January 2011 - Present
JPMorgan Chase June 2006 - December 2010
Ernst & Young January 2010 - March 2010
BKD CPAs & Advisors June 2009 - July 2009
Skills
Auditing, Sarbanes-Oxley Act, Assurance, Financial Reporting, Financial Accounting, Consolidated Financial..., Revenue Recognition, Internal Audit, Account Reconciliation, Internal Controls, Accounting, Multi Tasking, Team Leadership, Communication, CPA, Financial Statements, SEC filings, US GAAP, Tax, Financial Audits, GAAP, Corporate Tax, Tax Preparation, Risk Assessment, Big 4, Hyperion Enterprise, Financial Modeling, Financial Analysis, Accounts Payable, External Audit, IFRS, Variance Analysis, QuickBooks, Income Tax, Cash Flow, Finance, Cost Accounting, Sarbanes-Oxley, General Ledger, Accounts Receivable, Financial Statement..., Managerial Finance, Corporate Finance, Due Diligence, Business Valuation
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor, Accounting & Finance, with minor in Economics, 3.8
Speedway LLC May 2012 - Present
DeVry University December 2009 - June 2011
JPMorgan Chase July 2009 - October 2009
Enterprise Rent-A-Car May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Business; Marketing
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase July 2011 - Present
JPMorgan Chase October 2009 - July 2011
Helios Realty & Development May 2007 - October 2009
Second City Realty April 2006 - May 2007
Hansen Commercial Real Estate January 2003 - April 2006
Skills
Real Estate, Investments, Business Development, Financial Analysis, Commercial Real Estate, Investment Properties, Valuation, Entrepreneurship, Sales, Residential Homes, Investors, Team Building, Lead Generation, Advertising, Property, Insurance, Accounting, Retail, Securities, Asset Management, Due Diligence, Finance, Mergers, Six Sigma
Education
Indiana University - Kelley School of Business 2000 — 2002
MBA, New Venture & Business Development
Kenyon College 1992 — 1996
BA, Economics
Benchmark Property Services April 2014 - Present
JPMorgan Chase August 2012 - April 2014
Taco Bell November 2010 - November 2011
Deb Shops, Inc. April 2010 - July 2010
Deb Shops, Inc. September 2008 - April 2010
Deb Shops, Inc. August 2007 - September 2008
Taco Bell February 2003 - January 2008
Skills
Time Management, Cashiering, Hiring, Employee Training, Customer Service, Training, Inventory Management, Customer Satisfaction, Store Management, Conducting Interviews, Sales, Event Planning
Education
Indiana University - Kelley School of Business 2012 — 2014
Bachelor's degree, Business Management, Human Resources Management
Ivy Tech Community College-Central Indiana 2007 — 2012
Associates of Business Administration
HookLogic, Inc. March 2015 - Present
HookLogic, Inc. June 2013 - Present
Cars.com January 2013 - April 2013
Cars.com June 2009 - December 2012
Cars.com May 2007 - June 2009
JPMorgan Chase August 2004 - April 2007
JPMorgan Chase July 2003 - August 2004
JPMorgan Chase January 2003 - June 2003
Skills
Analytics, Online Advertising, Business Analysis, Product Management, Project Management, Strategic Planning, Data Analysis, Product Development, Market Research, Marketing, Marketing Strategy, Go-to-market Strategy, Product Marketing, Automotive, Communication, Digital Marketing, Account Management, Project Planning, Sales
Education
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science, Marketing and Psychology
Indiana University Bloomington 1998 — 2002
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase July 2012 - Present
Finish Line December 2011 - May 2012
Finish Line May 2011 - August 2011
Finish Line October 2007 - May 2011
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business, Marketing
Westfield High School 2004 — 2008
TCF Bank June 2013 - Present
French Lick Resort & Casino December 2009 - June 2013
Zions Bancorporation April 2008 - April 2009
TCF Bank November 2006 - April 2008
JPMorgan Chase September 2002 - November 2006
Skills
Contract Negotiation, Gaming Industry, Hospitality, Franchise Agreements, Litigation Management, Negotiation, Privacy Law, Licensing, Entertainment, Legal Affairs, Business Transactions, Commercial Litigation, Corporate Governance, Courts
Education
Indiana University - Kelley School of Business 2013 — 2016
Master of Business Administration (MBA)
Loyola University of Chicago 1993 — 1996
Doctor of Law (J.D.), Law
Loyola University of Chicago 1987 — 1993
Bachelor of Science (B.S.), Political Science and Government
JPMorgan Chase March 2014 - Present
Citi November 2011 - Present
Think Forward Financial Group, LLC July 2009 - November 2011
GE Capital, Public Finance 2006 - 2009
Gates Capital Corporation 2004 - 2005
Intuitive Products International January 2000 - April 2001
Thomson Financial March 1997 - January 2000
Skills
Capital Markets, Relationship Management, Investment Banking, Fixed Income, Derivatives, Portfolio Management, Financial Structuring, Structured Finance, Bonds, Credit, Cash Management, Loans, Commercial Banking, Finance, Municipal Bonds, Leveraged Finance, Syndications, Private Equity, Financial Markets, Financial Services, Financial Risk, Hedge Funds
Education
Indiana University - Kelley School of Business
B.S, Business-Finance
University of St. Thomas (TX)
MBA, Finance
Department of Veterans Affairs July 2011 - Present
Business & Professional Exchange November 2010 - July 2011
JPMorgan Chase February 2008 - January 2011
JPMorgan Chase January 1998 - January 2008
JPMorgan Chase December 1992 - December 1997
Skills
Risk Management, Microsoft Office, Account Management, Time Management, Financial Analysis, Strategic Financial..., Strategic Planning, Accounting, Budget, Team Building, Customer Service
Education
Indiana University - Kelley School of Business
B.S., Accounting
Coldwell Banker November 2003 - Present
JPMorgan Chase January 2001 - October 2003
Accenture July 1999 - December 2000
Education
Indiana University - Kelley School of Business 1995 — 1999
BS, Business
JPMChase May 1980 - Present
JPMorgan Chase May 1980 - Present
Bank One 1980 - 1993
Skills
Business Process..., SDLC, Risk Management, Visio, Process Improvement, MS Project, Project Management, Agile Project Management, Needs Analysis, Business Requirements, Analysis, Business Analysis
Education
Indiana University - Kelley School of Business 1991 — 1993
MBA, Accounting, Finance
JPMorgan Chase June 2014 - Present
Indiana Daily Student August 2012 - January 2014
JP Turner & Company, LLC June 2013 - August 2013
Gotham Equities LLC June 2013 - August 2013
Statewide Commercial Roofing June 2011 - August 2011
Education
Indiana University - Kelley School of Business 2011 — 2015
Finance, International Business
Infrastructure Engineering, Inc. March 2014 - Present
JPMorgan Chase June 2013 - March 2014
Chase February 2010 - June 2013
Skills
Proposal Writing, Proposal Support, Marketing Strategy, Marketing Communications, Market Research, Opportunity Assessment, Opportunity..., Marketing, Vendor Management, Vendor Relationships, Written & Oral..., Certifications, Submittals, CRM, Strategy
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's degree, Marketing
Brebeuf Jesuit College Preparatory School 2003 — 2007
Indiana Academic Honors
Byline Bank June 2014 - Present
Byline Bank January 2014 - July 2014
Mike Pence for Indiana September 2011 - February 2013
JPMorgan Chase October 2009 - December 2010
Buckingham Companies June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, PowerPoint, Financial Accounting, Accounting, Microsoft Word, Valuation, Customer Service, Corporate Finance, Data Analysis, Finance, Credit, Management
Education
Indiana University - Kelley School of Business 2011 — 2013
Master's degree, Accounting
Indiana University Bloomington 2005 — 2009
Bachelor of Science (B.S.), Public Affairs
JPMorgan Chase June 2011 - Present
FedEx Services 2006 - June 2011
FedEx Services 2004 - 2006
FedEx 1999 - 2004
Skills
Database Marketing, Customer Analysis, Segmentation, Performance Measurement, Predictive Modeling, Analysis, Cross-functional Team..., Marketing, Market Analysis, Leadership, Analytics, Marketing Strategy, Management, Logistic Regression, SAS, Business Analysis, Marketing Analytics
Education
Indiana University - Kelley School of Business 2005 — 2008
MBA, Business
University of Arkansas 1997 — 1998
MA, Business Economics
Shandong University 1990 — 1994
Bachelor, International Economics
Eli Lilly and Company October 2014 - Present
MS-IL STAFFING September 2013 - October 2014
Aegis Worldwide August 2012 - May 2013
Maxim Healthcare Services April 2010 - July 2012
JPMorgan Chase August 2004 - April 2010
Skills
Recruiting, Leadership, Account Management, Management, Sales, Cold Calling, Marketing Communications, Marketing, Applicant Tracking..., Networking, Temporary Placement, Technical Recruiting, Conflict Resolution, Customer Service, Talent Acquisition, Interviews, Human Resources, Salesforce.com, Training, Customer Retention, Social Networking, Advertising, Sales Process, Building Relationships, Sourcing, Social Media Marketing, Social Media, Team Leadership, CRM, Direct Sales, Lead Generation, College Recruiting, Team Building, SOP development, SOP Development, Relationship Building
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Marketing
Tri-State University 2002 — 2003
STAR Financial Bank February 2015 - Present
Creekview Capital, LLC June 2009 - Present
Brady Ware Capital January 2012 - January 2015
JPMorgan Chase 1996 - June 2009
Bank One 1993 - 1996
Comerica 1989 - 1993
Skills
Finance, Investment Banking, Loans, Mergers, Banking, Investments, Commercial Banking, Start-ups, Contract Negotiation, Financial Modeling, Selling, Asset Based Lending, Real Estate, Credit, Management, Capital, Real Estate Transactions, Mergers & Acquisitions, Management Consulting, Business, Financial Analysis, Analysis, Valuation, Middle Market, Mezzanine, M&A experience, Private Placements, Funding, Due Diligence, Strategy
Education
Xavier University 1993 — 1996
MBA, Finance
Indiana University - Kelley School of Business 1985 — 1989
BS, Finance
Carmel High School
JPMorgan Chase February 2012 - Present
Advanced Smile Care October 2009 - February 2012
Los Angeles Angels of Anaheim May 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Skills
Microsoft Office, Healthcare, Television, Advertising, Customer Relations, Marketing Strategy, Budgeting, Research, Online Marketing, Small Business, Social Media, Direct Marketing, Marketing Communications, Integrated Marketing, SEO, Budgets, Sales, Business Strategy
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Washington University in St. Louis 2005 — 2009
Bachelors of Science, Business Administration
Berkley Surety Group, LLC May 2011 - Present
Mesirow Financial May 2010 - June 2011
Liberty Mutual December 2005 - May 2010
Chubb April 2004 - December 2005
JPMorgan Chase September 2001 - April 2004
Skills
Underwriting, Financial Analysis, Insurance, Portfolio Management, Credit
Education
Indiana University - Kelley School of Business 2009 — 2012
MBA
University of Wisconsin-Madison 1997 — 2001
BBA, Finance, Banking, & Investment
First Data Corporation April 2015 - Present
U.S. Bank July 2012 - April 2015
JPMorgan Chase January 2007 - May 2012
American Express 2000 - 2006
Citibank Diners Club 1995 - 2000
MasterCard International 1993 - 1995
IBM 1985 - 1993
Skills
Negotiation, P&L Management, Consultative Selling, Coaching Staff, Customer Negotiations, Pricing Negotiation, Personnel Recruiting, Direct Sales, Selling, Pricing Strategy, Strategic Partnerships, Sales Presentations, Business Development, Strategy, Product Management, Payments, Sales Management, Recruiting, Personnel Selection, CRM, Relationship Management, Credit Cards, SaaS, Banking, Leadership, Business Strategy, Strategic Planning, E-commerce, Sales, Marketing, Financial Services, Management, Marketing Strategy, B2B, Portfolio Management, Customer Acquisition, Solution Selling, Electronic Payments, Customer Retention, New Business Development, Debit Cards, Payment Card Processing, Change Management, Executive Management, Mobile Payments, Cards, Cross Selling, Treasury Management, Credit, Success Oriented
Education
Northwestern University - Kellogg School of Management 1989 — 1992
MBA, Marketing; Sales; International
Indiana University - Kelley School of Business 1981 — 1985
BS, Business - Finance
Indiana University Bloomington 1981 — 1985
BS, Business - Finance
Carmel High School 1978 — 1981
HS, General
Gateway Franchising, LLC June 2012 - Present
Gateway Acquisitions August 2013 - September 2014
Hanley Limited Partners, LLC April 2009 - May 2012
JPMorgan Chase April 2002 - March 2009
Fleet Boston July 1995 - April 2002
Citibank May 1985 - July 1995
Education
Indiana University - Kelley School of Business
MBA
Purdue University
BS
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase June 2013 - March 2015
JPMorgan Chase May 2012 - August 2012
CB Richard Ellis May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Commercial Banking, Credit Analysis, Middle Market, Risk Management, Underwriting, Credit
Education
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance & International Business
Kubota September 2014 - Present
JPMorgan Chase July 2011 - September 2014
Fidelity Investments January 2011 - May 2011
Purely Water July 2010 - September 2010
Shelmar Realty, Inc May 2001 - August 2008
Skills
Analysis, Banking, Access, Finance, Customer Service, Organization, Management, Credit Analysis, Excel, Loans, Mortgage Lending, Consumer Lending, Building Relationships, Income Statement, Financial Analysis, Credit, Commercial Lending, Consumer Financing, Small Business Lending, Dunn & Bradstreet, Paynet, Balance Sheet, PowerPoint, Word, Sales, Credit Risk, Credit Reports, Lines Of Credit
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Business; Finance
JPMorgan Chase VP- Strategic Talent Acquisition ManagerJPMorgan ChaseNovember 2011 - Present
JPMorgan Chase December 2000 - November 2011
JPMorgan Chase June 1993 - December 2000
Skills
Workforce Planning, Strategy, Recruiting, Networking, Mortgage Banking, Human Resources, Banking, Leadership, Finance
Education
Indiana University - Kelley School of Business 1998 — 2001
Master of Business Administration (MBA)
Indiana University Bloomington 1989 — 1993
Bachelor of Science (BS), Accounting
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase February 2012 - November 2014
EXPRESS September 2011 - February 2012
Yogi's Bar and Grill August 2010 - May 2011
GMR Marketing June 2010 - November 2010
Victoria's Secret May 2008 - January 2010
Hollister Co. September 2008 - May 2009
Cold Stone Creamery March 2005 - July 2007
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Marketing
JPMorgan Chase October 2012 - Present
LOCKHEED MARTIN/ELECTRONIC CONSULTING SERVICES March 2009 - September 2012
NBMBAA 2010 - 2012
NBMBAA 2010 - 2012
Indianapolis Downtown Real Estate March 1998 - December 2007
Various Companies February 1996 - December 2006
Skills
Customer Service, Mortgage Lending, Risk Management, Leadership, Real Estate, Business Development, Marketing, Strategic Planning, Training, Nonprofits, Program Management, Sales, Account Management, Event Planning, Management, Team Building
Education
University of Phoenix 2003 — 2005
MBA, Busines Administration
Indiana University - Kelley School of Business 1988 — 1993
Bachelors of Science, Business management
Realty Executives Premier April 2013 - Present
CNO Financial Group January 2009 - September 2012
JPMorgan Chase June 2008 - January 2009
BearingPoint September 2004 - June 2008
University of Illinois 2002 - 2004
Strata Decision Technology 2000 - 2002
KPMG July 1998 - August 2000
Angiomed GMBH 1997 - 1997
Skills
Strategic Planning, Forecasting, Risk Management, Business Process..., SQL, Requirements Analysis, Management Consulting, Financial Analysis, Change Management, Data Analysis, Requirements Gathering, Budgets, Financial Modeling, Consulting, Leadership, Business Analysis, Strategy, Business Strategy, SDLC, Due Diligence, Process Improvement, ERP, Corporate Finance, Mergers & Acquisitions, Database Design, Business Requirements, Project Management, User Acceptance Testing
Education
Indiana University - Kelley School of Business 1994 — 1998
BS, Finance
JPMorgan Securities LLC April 2014 - Present
JPMorgan Chase January 2014 - April 2014
JPMorgan Chase December 2011 - January 2014
Edward Jones November 2009 - December 2011
Education
Indiana University - Kelley School of Business 2005 — 2009
B.S., Marketing
Deloitte July 2015 - Present
University Tees August 2013 - December 2014
JPMorgan Chase June 2014 - August 2014
Elizabeth Arden June 2013 - August 2013
Indiana University August 2012 - May 2013
Skills
Social Media, Customer Service, Access, Data Analysis, Analysis, Marketing, Management, Time Management, Microsoft Excel, PowerPoint, Market Research, Microsoft Word, Sales, Budgets, Public Speaking, Leadership, Social Networking
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Information & Process Management, Marketing
J.P. Morgan July 2013 - Present
JPMorgan Chase September 2011 - July 2013
Freelance Consulting Engagements April 2011 - August 2012
JP Morgan Chase June 2010 - August 2011
JPMorgan Chase December 2008 - May 2010
Target June 2005 - November 2008
Skills
Credit, Excel, PowerPoint, Financial Analysis, Customer Relations, Public Speaking, Word, Microsoft Office, Customer Service, Finance, Financial Modeling, Risk Management, Loans, Consumer Lending, Microsoft Excel, Microsoft Word, Management, Leadership, Commercial Banking, Banking, Portfolio Management, Commercial Lending, Cash Management, Analysis, Credit Analysis, CRM, Financial Services, Financial Risk, Underwriting, Relationship Management, Small Business Lending
Education
Indiana University - Kelley School of Business 2009 — 2012
Masters, Business Administration
Purdue University 2001 — 2005
Communication, Public Relations
Addison Group April 2015 - Present
CDK Global May 2014 - April 2015
CDK Global March 2012 - April 2014
JPMorgan Chase July 2011 - December 2011
NAI Olympia Partners May 2010 - August 2010
Skills
Corporate Finance, Due Diligence, Mergers, Credit Analysis, Business Valuation, Microsoft Excel, Finance, DCF
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science in Business, Finance
Indiana University Bloomington 2007 — 2011
Bachelor of Science (B.S.), Finance, General
U/S Sports Advisors April 2014 - Present
hhgregg December 2012 - April 2014
Kohl's Department Stores June 2011 - December 2012
Indiana University Bloomington August 2007 - May 2011
Kohl's Department Stores June 2010 - August 2010
JPMorgan Chase May 2008 - August 2009
Century 21 Realty Group I June 2006 - August 2007
Century 21 Realty Group I August 2004 - June 2006
Century 21 At The Crossing August 2003 - August 2004
Skills
Retail, Microsoft Office, Marketing, Merchandising, Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Sales, Data Analysis, Teamwork, Inventory Management, Leadership, Customer Service, Forecasting, Visual Merchandising, Business Analysis, Market Research, Inventory Control, Time Management, Trend Analysis, Customer Satisfaction, Fashion, Management
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelors, Marketing
Lawrence North High School 2003 — 2007
High School Diploma
Oaktree Capital Corporation October 2014 - Present
AP McDonald and Co January 2012 - September 2014
Merrill Lynch June 2012 - April 2014
Greenline Financial Technologies September 2007 - November 2011
JPMorgan Chase March 2007 - September 2007
Mellon Bank September 2004 - November 2006
Sands Brothers Ltd September 2003 - September 2004
PwC January 2003 - April 2003
Skills
Asset Allocation, Investment Advisory, International Business..., Global Strategic..., Financial Management, Financial Analysis, Market Opportunity..., Prospect Research, Market Research, Electronic Trading, Accounting, Account Management, Equity Capital Markets, Derivatives, Contract Negotiation, Pricing Strategy, Pricing Negotiation, Portfolio Management, Competitive Analysis, Resource Management, Marketing Strategy, Risk Management, Strategic Planning, Fixed Income, Business Development, Hedge Funds, Options, CRM, Managerial Finance, Capital Markets, Market Data, Trading Systems, Trading, Emerging Markets
Education
Indiana University - Kelley School of Business 2011 — 2014
MBA Candidate, Finance - International Business
Michigan State University 2000 — 2003
BA, Eli Broad College of Business - Accounting Major - Minor Economics
Orchard Lake St. Mary
Republic Services April 2014 - Present
JPMorgan Chase September 2010 - April 2014
Financial Center May 2005 - September 2010
Charter One Bank October 2003 - May 2005
Skills
Finance, Risk Management, Sales, Financial Analysis, Six Sigma, Project Management, Customer Service, Business Analysis, Business Strategy, Credit, Cross-functional Team..., Budgets, Strategic Planning, Sales Management, Leadership, Analysis, Consumer Lending, Management, Root Cause Problem..., Supply Chain Management, Process Simulation, Communication
Education
Indiana University - Kelley School of Business 2009 — 2012
Master of Business Administration (M.B.A.), Supply Chain Management and Marketing
Indiana Wesleyan University 2006 — 2009
Bachelor of Science, Accounting
Robert W. Baird & Co June 2015 - Present
Morgan Stanley July 2011 - May 2015
JPMorgan Chase July 2009 - July 2011
David A Noyes May 2008 - August 2008
National City Bank May 2007 - August 2007
Skills
Valuation, Analysis, Data Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Financial Modeling, Customer Service, Finance, Management, Sales, Banking, Leadership
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science in Business, Finance
Ascena Retail Group, Inc. May 2014 - Present
CNO Financial Group April 2014 - May 2014
CNO Financial Group June 2012 - April 2014
Brightpoint April 2011 - June 2012
Brightpoint March 2010 - April 2011
JHL Associates LLC June 2007 - May 2010
BKD, LLP August 2008 - December 2008
JPMorgan Chase August 2006 - June 2007
Central Insurance Associates 2003 - 2006
Zionsville Autosport June 1992 - December 2003
Skills
Financial Analysis, Accounting, Excel, Access, Analysis, General Ledger, JD Edwards, Microsoft Excel, Auditing, Essbase, Corporate FP&A, Budget Process, Forecasting, Hyperion HFM, Hyperion Planning, Hyperion Reports, Business Objects, Finance
Education
Indiana University - Kelley School of Business
BS, Finance
Indiana University - Kelley School of Business
MS, Accounting
JPMorgan Chase July 2014 - Present
Fifth Third Bank May 2013 - August 2013
Opportunity International June 2012 - August 2012
Indiana University Bloomington August 2010 - May 2012
Skills
Oracle SQL Developer, Oxygen XML Editor, Microsoft Excel, Access, Data Analysis, SAP Netweaver, Spanish, Microsoft Word, Social Media, PowerPoint, Advertising, Public Speaking, Research, Microsoft Office, Leadership, Finance, Financial Analysis, Time Management
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Supply Chain Management and Technology Management
Stout Risius Ross 2015 - Present
Davis and Hosfield Consulting LLC December 2004 - March 2015
JPMorgan Chase 2004 - 2005
JP Morgan Chase 2003 - 2004
Skills
Litigation, Financial Analysis, Analysis, Business Valuation, Credit, Due Diligence, Financial Modeling, Dispute Resolution, Intellectual Property, Expert Witness, Valuation, Forensic Accounting, Litigation Support, Fraud, Finance, Expert Witness Services, Intellectual Property..., Breach of Contract..., Intellectual Property..., Indemnity Disputes, Lost Earnings, Economic Loss, Lost Profits, Risk Management
Education
Northwestern University - Kellogg School of Management 2009 — 2013
Master of Business Administration (MBA), Accounting and Management
Indiana University - Kelley School of Business 1999 — 2003
BS, Finance and International Studies
Indiana University Bloomington 1999 — 2003
Bachelor of Science (BS), Finance
North Central High School
Upper Room Technology January 2014 - Present
JPMorgan Securities LLC January 2013 - January 2014
JPMorgan Chase June 2011 - December 2012
Investortools, Inc. 2008 - 2009
Skills
Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Customer Service, Fixed Income, PowerPoint, Portfolio Management, Microsoft Word, Outlook, Data Analysis, Teamwork, Budgets, Project Management, Business Development, Spanish, Securities, Banking
Education
Indiana University - Kelley School of Business
Master of Business Administration (M.B.A.), Masters of Science of Entrepreneurship and Innovation
Olivet Nazarene University 2007 — 2011
Bachelor's Degree, International Business/Spanish, Suma Cum Laude
International Business Institute
Latin American Studies Program
Spanish Advanced Language and Literature
JPMorgan Chase June 2014 - Present
Chrysler Group LLC May 2013 - August 2013
MCM Worldwide May 2012 - June 2012
The Golden Bear Club at Keene's Pointe May 2009 - August 2009
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science in Business, Finance and Accounting
연세대학교 / Yonsei University 2012 — 2012
Lake Highland Preparatory School 2006 — 2010
High School
PwC September 2014 - Present
JPMorgan Chase June 2013 - August 2013
Home Health Depot June 2011 - August 2012
The Estridge Companies May 2009 - December 2009
Skills
Accounting, Financial Modeling, Financial Accounting, Auditing, Financial Analysis, Financial Reporting, Organizational Behavior, Corporate Finance, Microsoft Excel, Access, Microsoft Office, Project Management, Personal Budgeting, Internal Controls, PowerPoint, Financial Statements, Data Analysis, Finance, Analysis, Leadership
Education
Indiana University - Kelley School of Business 2013 — 2014
Masters of Science, Accounting
Indiana University - Kelley School of Business 2009 — 2013
Bachelor of Science, Business; Finance
Sara E Smith CPA Group, LLC January 2011 - Present
BKD CPAs & Advisors 2008 - 2010
JPMorgan Chase October 1988 - July 2008
Skills
Gifts, Income Tax, Tax, Tax Returns, Tax Services, Tax Preparation, Estate Planning, Generation Skipping..., Estate and Inheritance..., Financial Reporting, Estate Tax Planning, Financial Analysis, Financial Planners, Tax Accounting, Accounting, CPA, Estate Law, Small Business, Management, Corporate Tax, Trusts, Preparation, Financial Planning, Auditing
Education
Indiana University - Kelley School of Business
BS, Accounting
JPMorgan Chase February 2014 - Present
JPMorgan Chase January 2012 - February 2014
The Private Bank And Trust Company May 2011 - January 2012
Hinsdale Bank & Trust June 2009 - August 2010
Skills
Credit Analysis, Credit, Due Diligence, Loans, Corporate Finance, Commercial Banking, Accounting, Underwriting, Access, Mergers & Acquisitions, Financial Services, Microsoft Excel, Finance
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Accounting & Finance
Indiana University Bloomington 2007 — 2011
Bachelor of Science, Finance & Accounting
Global Reach Consulting July 2012 - Present
Superdry December 2009 - July 2012
Sunrise Brands January 2010 - February 2011
Dade GRJ LLC DBA The Grape: June 2005 - December 2010
Victoria's Secret February 2003 - June 2005
JPMorgan Chase September 2001 - December 2002
Skills
Strategy, Start-ups, Forecasting, Financial Modeling, Entrepreneurship, Business Planning, Leadership, Mergers & Acquisitions, Budgets, Brand Development, Marketing Strategy, Training, Merchandising, Team Building, Valuation, Market Research, Analysis, Strategic Planning, Business Strategy, Finance, Sales Management, Mergers, Negotiation, Product Development, Marketing, Social Media Marketing, Brand Management, Retail, Management, CRM, Sales, Cross-functional Team..., Due Diligence, Competitive Analysis, New Business Development, Strategic Partnerships, Product Marketing, Analytics, Social Media, Online Marketing, Strategic Financial..., E-commerce, Apparel, Business Development, Real Estate, Trend Analysis, Fashion, P&L Management, International Sales, Online Advertising
Education
Indiana University - Kelley School of Business 1996 — 2000
BS Honors, Finance
Indiana University Bloomington 1996 — 2000
B.S., Finance, economics, valuation, short term capital, marketing, psychology
Oxford University, St Anne’s College, Oxford, England 1999 — 1999
Global Business Cultures, Business Ethics, Economic implications of the European Union, Internet Mar
Indiana University - Kelley School of Business
BS major in Finance, with Honors, Finance and Financial Management ServicesFinance, 3.60
Indiana University Bloomington Oxford University, St Anne’s College
Banking, Corporate, Finance, and Securities Law
JPMorgan Chase May 2014 - Present
JPMorgan Chase April 2013 - Present
JPMorgan Chase July 2011 - Present
Pulte Homes August 2009 - April 2011
Centex March 2000 - August 2009
Herff Jones 1997 - 2000
Skills
Six Sigma, SAP, Project Implementation, Process Improvement, SOX
Education
Indiana University - Kelley School of Business 1989 — 1993
BS, Accounting
Parkway Central
Rehkemper Direct, LLC March 2014 - December 2014
Day Knight & Associates October 2013 - March 2014
JPMorgan Chase June 2011 - May 2013
Wells Fargo Home Mortgage June 2010 - August 2010
Chi Omega Fraternity November 2008 - November 2009
Skills
Microsoft Office, SPSS, Adobe Creative Suite, Microsoft Excel, Financial Analysis, PowerPoint, Access, Microsoft Word, Outlook, Sales, Customer Service, Social Media, Salesforce.com, Finance, Event Planning
Education
Goldfarb School of Nursing at Barnes-Jewish College 2015 — 2016
Bachelor’s Degree, Nursing
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business; Marketing
JPMorgan Chase July 2010 - Present
Deloitte Consulting July 2006 - January 2011
EDW March 2009 - April 2010
Largest Canadian Communications and Media Company June 2008 - January 2009
Largest Entertainment Company April 2007 - May 2008
FTD.com November 2004 - June 2006
Chicago Transit Authority October 2004 - November 2004
Chicago Housing Authority August 2003 - September 2004
Diamondcluster International February 2001 - April 2004
DiamondCluster Technology Consulting January 2003 - August 2003
Skills
Data Integration, Data Management, Data Warehousing, Business Intelligence, Data Modeling
Education
Indiana University - Kelley School of Business 1994 — 1998
Indiana University Kelly School of Business
BS
Antares Capital, L.P. September 2014 - Present
JPMorgan Chase May 2013 - September 2014
JP Morgan Chase August 2010 - May 2013
Synovate May 2009 - August 2009
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Business; Finance
Honda Manufacturing of Indiana December 2013 - Present
JPMorgan Chase June 2013 - December 2013
JPMorgan Chase June 2010 - June 2013
National City Bank 2007 - 2010
National City Bank August 2005 - September 2007
National City Bank 2006 - 2007
Skills
Credit, Banking, Customer Service, Customer Relations, Customer Satisfaction
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting
Indiana University 2001 — 2004
B.S., Finance/Economics
Booz Allen Hamilton July 2007 - Present
Capitol Cadillac May 2006 - May 2007
University of Maryland, College Park January 2006 - January 2007
JPMorgan Chase August 2006 - November 2006
Skills
Requirements Analysis, Business Intelligence, CRM, Data Warehousing, Data Analysis, Business Analysis, Management Consulting, Business Process..., Call Center, ERP, Affordable Care Act, Health Policy, Proposal Writing, Data Visualization, Software Testing, Siebel, User Acceptance Testing, Databases, Microstrategy, Cognos, OnTime, CTI, IVR, Defect Tracking, Change Control Board, Test Planning
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., Marketing
JPMorgan Chase April 2014 - Present
JPMorgan Chase June 2013 - April 2014
JPMorgan Chase September 2011 - June 2013
JPMorgan Chase June 2007 - September 2011
JPMorgan Chase May 2006 - May 2007
JPMorgan Chase February 2004 - May 2006
JPMorgan Chase 2003 - 2004
Skills
Banking, Financial Services, Risk Management, Financial Risk, Operational Risk, Operations Management, Strategic Planning, Business Analysis, Process Improvement, SDLC, Financial Analysis, Mortgage Lending, Vendor Management, Business Continuity
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2007
MBA
Indiana University Bloomington 1999 — 2003
BS, Business Process Management, International Business
Universidad de Sevilla 2002 — 2002
JPMorgan Chase July 2012 - August 2015
Celadon Group Inc. December 2014 - May 2015
Endress+Hauser Group June 2014 - August 2014
Skills
Time Management, Communication, Relationship Building, Problem Solving, Human Resources, Attention to Detail, Teamwork, Organization Skills, Creativity, Research, HR Policies, AS400 Administration, SAP, Recruiting, Sourcing, Confidentiality, Process Improvement, Team Building, Payscale, Kronos
Education
Indiana University - Kelley School of Business 2012 — 2015
Bachelor of Science, double major in Human Resource Management and Business Management
Accenture July 2013 - Present
Gallup June 2012 - August 2012
JPMorgan Chase July 2008 - May 2011
Cintas August 2007 - July 2008
Skills
Problem Solving, Analytical, Cross-functional Team..., Entrepreneural, Communication, Data Analysis, Marketing Strategy, Analytical Skills, Finance, Forecasting, Management, Product Development, Analysis, Strategy, Budgets, Business Analysis, Pricing, Sales
Education
Indiana University - Kelley School of Business 2011 — 2013
MBA, Business Analytics and General Management
State University of New York at Stony Brook 2003 — 2007
B.S, Business Management, minor: Technology Systems and Society
Ball State University August 2010 - Present
Indiana Tech January 2010 - Present
Hickle CPA Group 2009 - Present
JPMorgan Chase 1997 - 2008
JP Morgan 1997 - 2008
First Chicago 1989 - 1997
NBD May 1978 - 1989
Skills
Strategic Financial..., Investments, Auditing, Retirement Planning, Accounting, Estate Planning
Education
Indiana University - Kelley School of Business 1981 — 1986
MBA, Finance
Indiana University - Kelley School of Business 1974 — 1978
BS, Accounting
Benefits 7 April 2015 - Present
The PFM Group August 2013 - March 2015
J.P.Morgan August 2011 - August 2013
JPMorgan Chase January 2007 - August 2011
JPMorgan Chase July 2005 - December 2006
Philip Morris USA June 2004 - August 2004
Skills
Finance, Credit, Portfolio Management, Banking, Financial Analysis, Commercial Banking, Management, Analysis, Financial Services, Financial Modeling, Sales, Investments, Marketing, Cash Management, Commercial Lending, Nonprofits, Strategic Planning, Underwriting, Loans, Program Management, Credit Analysis
Education
Pepperdine University 2011 — 2014
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2001 — 2005
BS with High Distinction and with Honors in Business, Major: Finance. Minor: Psychology.
Vincennes Lincoln High School 1997 — 2001
High School, General
PTAM (PT Asset Management, LLC) March 2015 - Present
PowerShares December 2013 - March 2015
Invesco Ltd. October 2010 - November 2013
UBS July 2008 - June 2010
JPMorgan Chase May 2007 - July 2008
Robert Half Technology September 2006 - February 2007
CDW Corporation September 2004 - September 2006
UBS Financial Services Inc June 2003 - August 2003
Skills
Series 7, Series 63, Investments, Asset Managment, Cold Calling, Strategic Financial..., Financial Services, Portfolio Management, Insurance, Sales, Financial Advisory, Securities, Equities, Wealth Management, New Business Development, Financial Analysis, Relationship Management, Retirement Planning, Asset Allocation, Territory Management, Separately Managed..., Risk Management, Unit Investment Trusts, ETFs, Personal Financial..., Mutual Funds
Education
Indiana University - Kelley School of Business 2000 — 2004
Bachelor of Science, Business; Marketing
Indiana University Bloomington 2000 — 2004
bachelors, business
Cooper City High School 1998 — 2000
Abbott Nutrition March 2014 - Present
Ferrara & Company February 2013 - March 2014
Resource Interactive February 2012 - February 2013
HJ Heinz November 2009 - February 2012
ConAgra Foods May 2006 - October 2009
Bloomington Brands (The Scotts Miracle-Gro Company) December 2005 - January 2007
JPMorgan Chase August 2002 - July 2005
PricewaterhouseCoopers July 2000 - July 2002
Skills
Brand Development, Marketing Strategy, Digital Marketing, Social Media, Social Media Marketing, Strategy, Brand Awareness, Brand Equity, Brand Architecture, Product Launch, Business Strategy, Strategic Planning, Strategy Development, Content Management, Analytical Thinking, Content Development, Business Analysis, Highly detail oriented, Marketing Research, Communication, Leadership, Mobile Marketing, Project Planning, Creative Direction, SAP, IT Management, Technology Development, Marketing, Superior Client Service, Cross-functional Team..., Segmentation, Advertising, Web Analytics, Product Development, Creative Strategy, FMCG, Customer Insight, Consumer Products, Brand Management
Education
Indiana University - Kelley School of Business 2005 — 2007
MBA, Marketing & Strategy
Ohio University 1996 — 2000
BBA, Management Information Systems & Finance
Huntington National Bank August 2014 - Present
JPMorgan Chase April 2013 - August 2014
JPMorgan Chase 2010 - 2013
JPMorgan Chase 2007 - 2009
JPMorgan Chase 2005 - 2007
JPMorgan Chase 2003 - 2005
LaSalle Bank 2000 - 2003
Group1 Software January 1999 - July 2000
Skills
Data Mining, Predictive Modeling, Web Analytics, Market Analysis, Analytics, Market Research, Business Analysis, Marketing, Data Analysis, SAS, Segmentation, Analysis, Management
Education
Indiana University - Kelley School of Business 1996 — 1998
Master of Business Administration (MBA), Marketing
University of Virginia 1988 — 1992
Bachelor of Arts (BA), International Relations
JPMorgan Chase May 2014 - Present
JPMorgan Chase November 2011 - April 2014
JPMorgan Chase September 2007 - November 2011
Staples October 2004 - December 2009
Skills
Banking, Loans, Finance, Consumer Lending, Sales, Credit, Small Business Lending, Retail Banking, Financial Services, Relationship Management
Education
Indiana University - Kelley School of Business 1997 — 2000
BS in Business, Marketing
CoreLogic October 2014 - Present
CoreLogic 2009 - Present
JPMorgan Chase 2008 - 2009
GMAC ResCap 2003 - 2008
US Bank 1999 - 2003
CSC Consulting 1996 - 1998
Price Waterhouse Management Consultants 1994 - 1996
Skills
Risk Management, Mortgage Lending, Valuation, Portfolio Management, Financial Risk, Loans, Banking, Credit Risk, Capital Markets, Underwriting, Mortgage Banking, Product Management, International Business..., Credit Card Analytics, Financial Services, Fraud, Management, Management Consulting, SDLC, Business Development, Analysis, Executive Management, Vendor Management, Mergers & Acquisitions, Analytics, Consulting, Process Improvement, Team Leadership, Strategy
Education
Indiana University - Kelley School of Business
MBA, International Economics and Public Policy
University of Minnesota-Twin Cities
Post-graduate Coursework, Financial Economics
University of Sydney
Exchange Program, International Economics
Michigan State University
BA, Finance
Northern Trust Corporation February 2010 - Present
The Northern Trust Company November 1991 - February 2010
JPMorgan Chase June 1989 - November 1991
EY August 1984 - August 1987
Education
University of North Carolina Kenan Flager School of Business 1987 — 1989
Master of Business Administration (MBA), Finance
Indiana University - Kelley School of Business 1980 — 1984
Bachelor of Science (BS), Accounting
Homeward Bound 2011 - 2013
JPMorgan Chase June 2000 - July 2010
JP Morgan 2000 - 2010
Education
Indiana University - Kelley School of Business 2006 — 2008
MBA
Indiana University Bloomington 1996 — 2000
Finance, Minor in French
KV High School
City Colleges of Chicago January 2015 - Present
ITW June 2013 - December 2014
U.S. Cellular November 2011 - June 2013
U.S. Cellular December 2009 - November 2011
US Cellular September 2007 - December 2009
JPMorgan Chase August 2005 - August 2007
JPMorgan Chase June 2004 - September 2005
Bank One January 2003 - June 2004
Bank One August 2000 - December 2002
Skills
Metrics Definition, Data Governance, Financial Analysis, Team Building, Strategic Thinking, Mentoring, Cross-functional Team..., Business Analysis, Business Intelligence..., Process Improvement, Management, Telecommunications, Software Documentation, Project Management, Budgets, Leadership
Education
Northwestern University - Kellogg School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Strategy, Marketing & Analytical Consulting
Indiana University - Kelley School of Business
BS, Finance, Computer Information Systems
United World College of S.E. Asia
International Baccaluareate
CME Group August 2012 - Present
JPMorgan Chase March 2007 - October 2012
JPMorgan Chase August 2004 - February 2007
JPMorgan Chase January 2002 - July 2004
JPMorgan Chase June 2000 - December 2001
Skills
Project Management, Incentive Programs, Deferred Compensation, Human Resources, Financial Analysis, Talent Management, Compensation & Benefit, Mergers & Acquisitions, Succession Planning, Performance Management, PeopleSoft, Management
Education
Indiana University - Kelley School of Business 1996 — 2000
B.S. in Finance; Accounting; International Business. Minor in French.
Perma Pipe Inc., division of MFRI 2009 - Present
Perma-Pipe, Inc. 2009 - 2010
RSM McGladrey October 2004 - November 2007
American Express Tax and Business Services 2004 - 2005
JPMorgan Chase February 2000 - August 2004
JP Morgan Chase 2000 - 2004
ACCO Brands 1996 - 1999
Fortune Brands 1994 - 1996
Hybritech Incorporated 1990 - 1993
Skills
Internal Audit, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Risk Management, Financial Reporting, Sarbanes-Oxley, Business Process..., Forecasting, Business Planning, Management Consulting, Auditing, Accounting, Financial Risk, Finance, US GAAP, Managerial Finance, Financial Modeling, Financial Analysis
Education
Indiana University - Kelley School of Business 1979 — 1980
Master of Business Administration (MBA), Finance, General
JPMorgan Chase June 2010 - Present
J.P. Morgan 2009 - May 2010
JPMorgan July 2005 - November 2008
JPMorgan June 2004 - July 2005
Skills
CMBS, Real Estate, Securitization, Investments
Education
Indiana University - Kelley School of Business 2001 — 2004
BA, Finance
Ohio University 2000 — 2001
Finance
MUFG Americas August 2014 - Present
AIG January 2013 - April 2014
JPMorgan Chase April 2011 - December 2012
UBS March 2008 - April 2011
Hewlett-Packard May 2002 - March 2008
Compaq January 2000 - May 2002
Compaq April 1999 - January 2000
Tandem Computers August 1997 - April 1999
Goldman Sachs June 1996 - August 1996
Skills
Financial Modeling, Strategic Financial..., Financial Analysis, Forecasting, Finance, Strategy, Business Planning, Analysis, Project Planning, Budgeting, Management Reporting, Competitive Analysis, Cross-functional Team..., Business Operations, Budgets, Business Analysis, KPI/Key Driver..., Process Improvement, Essbase, Talent Management, Corporate Finance, Management, Valuation, Business Strategy, Team Leadership, Risk Management, Start-ups, Strategic Planning, Leadership, Business Intelligence, Financial Reporting, Due Diligence, Variance Analysis, Mergers & Acquisitions, Financial Planning
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
Miami University 1987 — 1991
BA, Economics
University School
Village of South Barrington, South Barrington, IL 2007 - 2012
Wintrust Financial Corporation 2004 - 2012
Fifth Third Bank 2002 - 2003
BMO Harris Bank 1995 - 1999
Bank of America 1993 - 1995
Sumitomo Mitsui Banking Corporation 1988 - 1993
JPMorgan Chase 1979 - 1986
Skills
Public Speaking, Fundraising, Coaching, Customer Service, Non-profits, Commercial Banking
Education
Northwestern University - Kellogg School of Management 1996 — 1996
Executive Education, Management
University of Virginia Darden School of Business 1982 — 1982
Management Education, International Banking
Indiana University - Kelley School of Business 1983 — 1984
MBA, Finance and Marketing
Indiana University Bloomington 1975 — 1979
BA, Economics and Business Administration
Gogo July 2014 - Present
JPMorgan Chase December 2011 - June 2014
Marketing Werks November 2010 - December 2011
Marketing Werks March 2010 - November 2010
Marketing Werks February 2009 - March 2010
Marketing Werks June 2008 - February 2009
Skills
Marketing, Sales, Management, Leadership, Sponsorship, Relationship Marketing, Training, Sports Marketing
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science, Marketing
Indiana University Bloomington 2004 — 2008
Bachelor of Science, Marketing
Columbus Regional Hospital February 2011 - July 2014
JPMorgan Chase January 2007 - September 2007
JPMorgan Chase March 2000 - May 2005
Skills
ACLS, EHR, Nursing, Hospitals, Healthcare, BLS, EMR, Inpatient, Patient Safety, Acute Care, Cpr Certified
Education
Indiana University-Purdue University at Indianapolis 2008 — 2010
BSN, Nursing
Indiana University - Kelley School of Business 1996 — 1998
BS, Accounting
JPMorgan Chase February 2012 - Present
Cardinal Health September 2009 - February 2012
Limited Technology Services July 1988 - February 2009
Skills
Software Development, Management, COBOL, Analysis, Business Analysis, Process Improvement, Project Management, Retail
Education
Indiana University - Kelley School of Business 1982 — 1986
Indiana University Bloomington 1982 — 1986
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase May 2012 - June 2015
US Treasury May 2011 - August 2011
Richard Blumenthal for U.S. Senate January 2010 - July 2010
Courtney for Congress May 2005 - January 2010
Office of Congressman Joe Courtney January 2007 - May 2009
Non-Profit Fundraising Consulting Legislative January 2003 - November 2004
Education
Indiana University - Kelley School of Business 2010 — 2012
Masters in Business Administration
Syracuse University 1999 — 2003
Latin School of Chicago
BBVA Compass March 2014 - Present
Huntington National Bank June 2009 - March 2014
Huntington National Bank December 2004 - June 2009
Huntington National Bank September 2002 - November 2004
Huntington National Bank November 1998 - August 2002
JPMorgan Chase August 1997 - November 1998
JPMorgan Chase July 1995 - August 1997
National Bank of Detroit January 1992 - July 1995
Skills
Commercial Lending, Treasury Management, Small Business Lending, Loans, Banking, Credit Analysis, Credit, Portfolio Management, SBA, Underwriting, Middle Market, Cash Management, Retail Banking, Credit Risk, Loan Origination, Asset Based Lending, Financial Analysis, Credit Cards, Commercial Banking, Payments, Risk Management, Relationship Management, Private Banking, Lines Of Credit, Management, Banking Relationships, Finance, Deposits, Business Planning, Financial Services, Financial Structuring, Treasury Services, Investments, Cross Selling, Treasury, Financial Risk, ACH, Mortgage Banking, Internet Banking, Financial Institutions, Capital Markets, Commercial Mortgages, Executive Management, Wealth Management, Leadership
Education
Indiana University - Kelley School of Business 1987 — 1991
B.S., Accounting, Finanace, and Philosophy
JPMorgan Chase Director of AccountingmarchFIRSTAugust 2000 - June 2001
Gilead Sciences September 1997 - July 2000
Bank of America 1989 - 1995
Ernst & Young January 1985 - September 1989
San Francisco Bancorp 1983 - 1985
Skills
Banking, Financial Analysis, Residential Mortgages, Mortgage Banking
Education
Indiana University - Kelley School of Business 1979 — 1983
JPMorgan Chase Commercial Bank ControllerBank One2001 - 2004
Education
Indiana University - Kelley School of Business 1979 — 1983
U.S. Bank May 2011 - Present
GreenSmith Enterprises LLC May 2008 - Present
Denver Options April 2010 - February 2011
JPMorgan Chase May 2006 - May 2008
Grandview Veterinary Clinic June 2001 - May 2006
Forbes Law Office May 2005 - August 2005
Skills
Business Analysis, Computer Hardware, Marketing Strategy, Social Media Marketing, Agile Methodologies, Scrum, Project Management, Animal Science, AutoCAD, CAFM, Statistical Modeling, SDLC, Software Implementation..., Strategic Consulting, Real Estate, Economics, Problem Solving, Research Projects, Marketing, Analysis, CRM, Training, Social Media, Product Development, Sales
Education
Indiana University - Kelley School of Business 2005 — 2007
Bachelor of Science, Management
Indiana University - Kelley School of Business 2005 — 2007
Bachelor of Science, International Business
Purdue University 2002 — 2005
Animal Science/Pre-Veterinary Medicine
Scrum Alliance
Certified Scrum Master
Goldman Sachs January 2014 - Present
Goldman Sachs January 2011 - December 2013
Goldman Sachs June 2008 - January 2011
JPMorgan Chase June 2006 - August 2006
Skills
Valuation, Financial Modeling, Equities
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2004 — 2008
Indiana University Bloomington 2004 — 2008
JP Morgan May 1995 - Present
JPMorgan Chase Bank 1995 - Present
JPMorgan Chase 1991 - Present
Education
Indiana University - Kelley School of Business 1986 — 1990
BS, Finance
JPMorgan Chase 2004 - Present
Naked Juice 2000 - 2004
PepsiCo 1987 - 1996
Education
Indiana University - Kelley School of Business 1996 — 1999
BS, Business
Citizens Bank - Royal Bank of Scotland Group September 2009 - Present
Chase Student Loans October 2008 - September 2009
JPMorgan Chase September 2005 - October 2008
Oak Street Mortgage 2004 - 2005
Bank One 1996 - 2004
Skills
Loans, Capital Markets, Banking, Finance, Analysis, Forecasting, Portfolio Management, Management, Credit Risk, Risk Management, Credit Analysis, Mortgage Lending, Financial Analysis, Financial Services, Relationship Management, Pricing, Financial Modeling, Financial Risk
Education
Indiana University - Kelley School of Business 1987 — 1991
BS, Finance
U.S. Cellular October 2012 - Present
JCW Consulting Group December 2007 - November 2012
JPMorgan Chase August 2005 - November 2007
Chicago Board Options Exchange February 2001 - August 2005
Lante June 1999 - December 2000
Skills
Vendor Management, Requirements Analysis, Requirements Gathering, Project Planning, Business Process, Analysis, Cross-functional Team..., Business Analysis, Team Building, Testing, Process Improvement, Management, Software Development, Project Management, Quality Assurance, Strategy, Leadership, Program Management
Education
Indiana University - Kelley School of Business 1995 — 1999
BS, Computer Information Systems
Riley High School
Fifth Third Bank August 2015 - Present
JPMorgan Chase June 2008 - July 2015
Skills
Financial Analysis, Mortgage Lending, Finance, Mortgage Banking, Banking, Wealth Management, Asset Management, Mutual Funds, Credit, Equities, Series 7
Education
Indiana University - Kelley School of Business
312 Concepts, LLC DBA Remedy Food + Drink December 2011 - Present
DAV Enterprises, LLC January 2009 - Present
Merrill Lynch Capital February 2007 - February 2008
JPMorgan Chase July 2005 - February 2007
Skills
Credit, Portfolio Management, Commercial Banking, Loans, Underwriting
Education
Indiana University - Kelley School of Business 2002 — 2005
BS, Finance
K. B. Parrish & Co. LLp June 2001 - Present
CIT Group Inc/Newcourt Financial Inc July 1999 - June 2000
JPMorgan Chase May 1977 - December 1998
Education
Indiana University - Kelley School of Business 1973 — 1977
Bachelor's degree, Finance
Cowen and Company 2010 - Present
Inflection Fund LLC 2007 - 2010
Lehman Brothers 1998 - 2006
J.P. Morgan 1996 - 1998
JPMorgan Chase 1985 - 1994
Skills
Institutional, Portfolio Management, Equity Sales, Equities, Capital Markets, Hedge Funds, Series 7, Equity Research, Financial Modeling, Investment Management, Electronic Trading, Securities, Private Placements, Valuation, Investment Banking, Bloomberg, Asset Management
Education
Indiana University - Kelley School of Business 1988 — 1990
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1981 — 1985
BBA, Finance & Accounting
JPMorgan Chase July 2012 - Present
The Limited September 2010 - July 2012
The Limited August 2009 - September 2010
Invoke Studio June 2009 - August 2009
Indiana Daily Student August 2008 - January 2009
Unilever July 2008 - August 2008
Skills
Marketing, Leadership, Event Planning, Social Media Marketing, Social Media, Public Speaking, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Market Research, Marketing Strategy
Education
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science (BS), Marketing
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase June 2013 - January 2015
JP Morgan Chase September 2009 - June 2013
JP Morgan Chase June 2008 - August 2008
Education
Indiana University - Kelley School of Business 2005 — 2009
Finance
Trinity Metals July 2013 - Present
Behr Iron and Metal July 2011 - April 2013
JPMorgan Chase April 2011 - July 2011
JPMorgan Chase January 2010 - April 2011
Skills
Finance, Banking, Economics, Investments, Microsoft Excel, Marketing, Supervision, Cold Calling, Metals, Microsoft Office, Financial Services, Sales Management, Sales, Lead Generation, Pricing, Customer Retention, Sales Presentations, Outside Sales, Account Management, Recycling, Computer Recycling
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (MBA), Supply Chain and Operations
University of Illinois at Urbana-Champaign 2005 — 2009
Bachelor of Arts (B.A.), Economics
Boylan Catholic High School 2001 — 2005
Keith
JPMorgan Chase August 2011 - August 2012
Invesco April 2010 - July 2011
Calamos Investments March 2009 - April 2010
Calamos Investments November 2007 - March 2009
Nordstrom May 2007 - August 2007
Nordstrom May 2006 - August 2006
Education
Indiana University - Kelley School of Business 2003 — 2007
Minor, Business
Indiana University Bloomington 2003 — 2007
Bachelor of Science, Apparel Merchandising
Frankton High School 1995 — 2003
Grant Thornton July 2008 - Present
JPMorgan Chase April 2006 - August 2006
Bitumen Group, BP May 2005 - August 2005
Skills
Tax Accounting, Tax, Corporate Tax, Financial Reporting, Business Valuation, Tax Research, GAAP, Financial Modeling, Income Tax, Due Diligence
Education
Indiana University - Kelley School of Business 2003 — 2008
BS, Accounting & Finance
Havas Media March 2015 - Present
Havas Media February 2014 - February 2015
FTD March 2013 - February 2014
iProspect November 2012 - March 2013
iProspect March 2011 - November 2012
JPMorgan Chase May 2010 - March 2011
Northwestern Mutual Financial Network May 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Marketing, Finance, Sales, Microsoft Office, Social Media, Account Management, SEM, Financial Modeling, Customer Service, PPC, Cold Calling, Search Advertising
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor Of Science, Finance
Universitat Pompeu Fabra 2009 — 2009
Spanish
Sprint 2012 - Present
U.S. Commercial Service January 2011 - June 2011
JPMorgan Chase January 2007 - August 2008
Key Bank May 2005 - January 2007
Key Bank January 2005 - May 2005
Solara Fitness Company June 2001 - January 2003
Education
Indiana University - Kelley School of Business 2011 — 2012
Masters of Science, Global Supply Chain Management
International Graduate Business School (IGBS) Zagreb/Kelley School of Business - Indiana University 2009 — 2011
Masters, Business Administration
Filozofski Fakultet: Croaticum 2010 — 2010
Language
Oberlin College 2000 — 2005
Bachelor of Arts, Economics
Office of Management and Budget (State of Indiana) April 2013 - Present
JPMorgan Chase April 2010 - March 2013
NDeX West, LLC April 2008 - February 2010
Skills
Customer Service, Financial Analysis, Leadership, Strategic Planning
Education
Indiana University - Kelley School of Business 2003 — 2007
J.P. Morgan September 2013 - Present
JPMorgan Chase July 2012 - September 2013
JPMorgan Chase June 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
Discovery Communications June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2008 — 2012
BS, Finance
J.P. Morgan August 2014 - Present
J.P. Morgan June 2012 - August 2014
Indiana University Bloomington August 2011 - September 2012
J.P. Morgan June 2011 - August 2011
Indiana University Bloomington August 2010 - May 2011
JPMorgan Chase June 2010 - September 2010
Skills
Financial Analysis, Credit, Banking, US GAAP, Financial Modeling, Data Analysis, Corporate Finance, Accounting, Finance, Access
Education
Indiana University - Kelley School of Business 2010 — 2012
MBA, Accounting
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Accounting
Danish Institute for Study Abroad 2010 — 2010
International Business
MainSource Bank September 2011 - Present
MainSource Bank June 2009 - September 2011
MainSource Bank February 2006 - June 2009
JPMorgan Chase September 2004 - February 2006
Education
Indiana University - Kelley School of Business 1999 — 2003
Bachelors, Marketing, Marketing Distribution
Denali Alaskan Federal Credit Union August 2015 - Present
Stanley Black & Decker , Inc. March 2013 - May 2015
JPMorgan Chase October 2012 - December 2012
Stericycle February 2012 - October 2012
H & R Block January 2011 - April 2011
Skills
Tax Preparation, SAP ERP, EXL IMAGES, GreatPlains, Microsoft Excel, Xign, Financial Accounting, Invoicing, Peachtree, QuickBooks, General Ledger, Auditing, Account Reconciliation, Accounts Payable, Accounts Receivable, PeopleSoft
Education
Indiana University - Kelley School of Business 2009 — 2011
Master, Accounting, December 2011
U.S. District Court for the Southern District of Indiana August 2014 - December 2014
Krieg DeVault LLP May 2014 - August 2014
Duke Energy July 2013 - October 2013
MSD Wayne Township October 2009 - May 2013
National Collegiate Athletic Association August 2012 - February 2013
Office of the Attorney General May 2012 - August 2012
Jackson Hewitt January 2011 - April 2012
JPMorgan Chase May 2010 - May 2011
South Wayne Junior High August 2004 - May 2005
Skills
Tax, Tax Preparation, Turbo Tax, QuickBooks, Microsoft Excel, Accounting, Financial Statements, Peachtree, Accounts Payable, Quicken, Accounts Receivable, Microsoft Word, Tax Law, Account Reconciliation, PowerPoint, Spreadsheets, Legal Writing, General Ledger, Legal Research, File Management, Finance
Education
Ben Davis
Indiana University Bloomington
Indiana University Robert H. McKinney School of Law 2011 — 2015
Juris Doctor
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science
JPMorgan Chase November 2010 - Present
Education
Indiana University - Kelley School of Business, Indianapolis 2010 — 2014
Bachelor of Science (BS), Accounting