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. December 2014 - Present
JPMorgan Chase May 1986 - December 2014
Office of Thrift Supervision February 1983 - May 1986
Skills
Financial Analysis, Financial Accounting, Corporate Finance, Commercial Banking, Underwriting, Credit, Portfolio Management, Banking, Credit Analysis, Credit Risk
Education
UW Milwaukee 1992 — 1996
Master of Science (M.S.), Accounting, 3.9
Marquette University 1980 — 1982
Master of Business Administration (MBA), Business Administration and Management, General, 3.7
Marquette University 1976 — 1980
Bachelor of Science (B.S.), Biology/Biological Sciences, General, 3.3
JPMorgan Chase April 2012 - Present
Education
Marist College 1999 — 2003
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase August 2011 - Present
Hennessy Partners, Inc. December 2009 - August 2011
Stout Risius Ross November 2008 - December 2009
Washington Mutual Bank August 2002 - November 2008
Cornerstone Realty Advisors, Inc. February 1991 - August 2002
Skills
Real Estate Appraisal, Commercial Real Estate, Property Management, Property, Valuation, Brokerage, Appraisals
Education
Marquette University 1983 — 1987
Bachelor's degree, Business Administration and Management, General
JAMF Software April 2014 - Present
GATX March 2009 - April 2014
JPMorgan Chase September 2005 - August 2008
Bankers Life & Casualty / Conseco May 2004 - September 2005
Bank One May 2002 - May 2004
Cap Gemini Ernst & Young August 1999 - May 2002
Education
Marquette University 1995 — 1999
Bachelor of Science (BS)
Astoria Bank May 2015 - Present
HSBC March 2013 - May 2015
JPMorgan Chase November 2008 - November 2012
JPMorgan Chase November 2008 - November 2012
Exit Realty Partners/US One Mortgate November 2005 - July 2008
Center for Wealth Preservation 2008 - 2008
Skills
New Business Development, Commercial Banking, Retail Banking, Sales Management, Wealth Preservation, Investments, Portfolio Management, Relationship Management, Wealth Management..., Business Development, Management, Banking, Commercial Lending, Credit, Finance, Financial Services, Loans, Mortgage Lending, Strategic Financial..., Wealth Management
Education
Marist College
BS, Business Management & Communications
Madison Capital Funding February 2014 - Present
JPMorgan Chase August 2013 - February 2014
JPMorgan Chase July 2011 - July 2013
Associated Bank June 2010 - December 2010
Northwestern Mutual Financial Network May 2009 - September 2009
Education
Marquette University 2008 — 2011
Finance, Bachelor of Science in Business Administration
University of Colorado Boulder 2006 — 2008
Civil Engineering
JPMorgan Chase June 2014 - Present
Northwestern Mutual June 2013 - August 2013
Sweetbriar Golf Club July 2008 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Public Speaking, Windows, Time Management, Bloomberg Terminal
Education
Marquette University 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
St. Ignatius High School 2006 — 2010
CoBank April 2015 - Present
Hudson August 2014 - Present
Oral Health Partnership July 2014 - Present
JPMorgan Chase June 2013 - July 2014
Hudson January 2012 - June 2013
Marquette University May 2004 - February 2012
Taylor Law Group June 2010 - August 2010
Locker's Florist 2002 - 2008
TEAM Enterprises 2005 - 2006
Skills
Legal Writing, Health Law, Non-profit Volunteer, Mortgage Banking, Foreclosures, Document Review, Legal Compliance, Mediation, Bioethics, Quality Control, Employee Training, Legal Research, vendor managed data..., Dental Insurance, Litigation, Medicaid, Relativity, Research, Contract Law
Education
Marquette University Law School 2006 — 2010
Doctor of Law (J.D.), Health Law
Marquette University 2000 — 2004
Bachelor of Science (B.S.), Biological Sciences; English
Whole Person Project April 2014 - Present
PEF Associates July 1999 - Present
JPMorgan Chase March 1990 - October 1998
Andersen Consulting June 1986 - March 1990
Skills
Consulting, Training, IT Audit, Auditing, Project Management, Leadership, Business Process..., Public Speaking, Report Writing, Technical Writing, Business Writing, Internal Audit, Risk Management, Internal Controls
Education
Rensselaer Polytechnic Institute 1984 — 1986
Master of Science (MS), Computer Science
Marist College 1980 — 1984
Bachelor of Arts (B.A.), Computer Mathematics
JPMorgan Chase & Co. June 2013 - Present
JPMorgan Chase June 2013 - December 2014
Marquette Catering September 2009 - May 2013
Skills
Economics, Financial Analysis, Analytics, Business Analysis, Political Science, Statistics, Credit Risk, Risk Management, Financial Risk, Risk Analysis
Education
Marquette University 2009 — 2013
Bachelor of Science (BS), Applied Math Economics and Political Science, Alumni
chase credit training
Follett Higher Education Group May 2013 - May 2013
Sodexo September 2012 - December 2012
Cicero Area Project July 2012 - August 2012
Freeborn & Peters LLP August 2008 - May 2011
JPMorgan Chase August 2007 - June 2008
Skills
Microsoft Office, Photoshop, Public Speaking, Text Editing, Bilingual-English/Spanis..., People Skills, Teaching, PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Spanish
Education
Northeastern Illinois University 2014 — 2016
Bachelor's Degree, Elementary Education and Teaching
Marquette University 2011 — 2015
Archeology
Cristo Rey Jesuit High School
High School Degree
GE Capital October 2013 - Present
GE Capital March 2006 - October 2013
CNH Capital March 2002 - March 2006
JPMorgan Chase October 2000 - October 2001
Robert W. Baird June 1998 - June 2000
Skills
Underwriting, Credit Risk, Credit Analysis, Financial Analysis, Credit, Loans, Risk Management, Portfolio Management, Commercial Lending, Asset Based Lending, Commercial Finance, Investments, Leveraged Finance, Corporate Finance, Capital Markets, Small Business Lending, Financial Services, Enterprise Risk..., Financial Risk, Pricing, Hyperion Enterprise, Cash Flow Lending, Consumer Lending, Relationship Management, Banking, Process Improvement, Valuation, Vendor Finance, Finance, Commercial Banking, Financial Reporting, Structured Finance, Trade Finance, Financial Structuring, Due Diligence, Asset Management, Treasury Management, Basel II, Credit Cards, Retail Banking, Forecasting, Strategic Financial...
Education
Marquette University 1994 — 1998
Bachelor of Science (B.S.), Finance
JPMorgan Chase September 2003 - Present
Waukesha State Bank September 2002 - September 2003
Skills
Loans, Management, Mortgage Banking, Mortgage Lending, Credit, Loan Origination, Refinance, Residential Mortgages, Underwriting, Banking, Credit Analysis, Operations Management, Written & Verbal..., Goal-oriented..., Team Leadership, Leadership Development, Reporting & Analysis, Customer Oriented, Data Analysis, Staff Development, Finance, Customer Service, Process Improvement, Team Building, Financial Analysis
Education
Marquette University 1997 — 2001
Bachelor of Arts (B.A.), Political Science and Government
Local 814 October 2012 - Present
PexSupply.com November 2010 - September 2012
Outlook Preschool August 2009 - September 2010
JPMorgan Chase 2005 - 2008
AXA Advisors August 2005 - December 2005
Skills
Adaptability, Communication, Eclectic, Analytical Skills, Diligent, Quick Thinker
Education
Marist College 2000 — 2004
Bachelor of Arts (BA), Film Theory
Sewanhaka High School 1996 — 2000
High School Diploma, Business, Management, Marketing, and Related Support Services
JPMorgan Chase February 2014 - Present
X-Square Capital, Inc June 2013 - August 2013
Parallax Factoring May 2012 - July 2012
Industrial Development Bank June 2011 - August 2011
Aides Real Estate Investments June 2010 - September 2010
Skills
Microsoft Word, Excel, PowerPoint, Mac and Windows..., Microsoft Excel, Credit, Portfolio Management, Equities, Fixed Income, Investment Banking, Trading, Public Speaking, Mutual Funds, Microsoft Office, Investments, Financial Analysis, Management
Education
Marquette University 2012 — 2015
Bachelor of Science in Business Administration, Majors: Finance, 3.89/4.00
Universidad Iberoamericana, Santo Domingo, DR 2011 — 2012
Civil Engineering, 3.89
JPMorgan Chase February 2009 - Present
JPMorgan Chase November 2004 - January 2009
Skills
SDLC, Business Analysis, Vendor Management, PMO, Project Portfolio..., Risk Management, Quality Assurance, Software Project..., Business Requirements, Requirements Analysis, PMP, IT Strategy, Project Management, Process Improvement, Project Delivery, MS Project, Visio, IT Management, Requirements Gathering, Program Management, Integration, Business Process..., Project Planning, Management, CRM, SharePoint, Resource Management, Microsoft Project Server
Education
Marquette University 1993 — 1997
Bachelor of Science (B.S.), Management Information Systems, General
JP Morgan Private Bank May 2010 - Present
JPMorgan Chase May 2007 - May 2010
Skills
Series 7, Series 63, Securities, Investments, Retirement Planning, Wealth Management, Asset Management, Financial Services, Consumer Lending, Commercial Lending, Commercial Banking, Banking, Loans
Education
Marquette University 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Law
JPMorgan Chase & Co. June 2015 - Present
Marist College Habitat for Humanity September 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Marist College September 2012 - May 2013
Franklin Lakes Board of Education June 2012 - August 2012
Skills
Microsoft Office, Windows, jQuery, XML, OS X, Troubleshooting, Databases, System Administration, Social Media, Windows 7, People-oriented, Customer Service, Leadership
Education
Marist College 2011 — 2015
Bachelor of Science (BS), Information Technology and Systems
Ramapo High School
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase July 2012 - January 2015
Johnson Controls 2009 - 2012
Johnson Controls 2007 - 2009
Skills
Oracle E-Business Suite, Oracle Discoverer, Oracle Reports, Oracle PL/SQL..., Microsoft Office, Unix Shell Scripting, SQL, Data Modeling, Databases, Oracle, Oracle Applications, SDLC, Software Documentation, Troubleshooting, Unix, Integration, PL/SQL, Requirements Analysis, Data Warehousing, Management, Visio
Education
Marquette University 2002 — 2007
Bachelor of Science (BS), Information Technology and Accounting
Fairway Independent Mortgage Corporation February 2014 - Present
Waterstone Mortgage Corporation March 2013 - February 2014
JPMorgan Chase December 2011 - March 2013
Legal and Medical Partnership (LAMP) for Families Pediatric Clinic August 2010 - May 2011
Milwaukee County Register in Probate May 2010 - August 2010
Milwaukee County Circuit Court, Felony Division May 2009 - August 2009
The Wagner Companies, Inc June 2003 - August 2008
La Clinica August 2007 - May 2008
Skills
Spanish-speaking, Legal Research, Bankruptcy, Courts, Estate Planning, Legal Writing, Research, Lexis, Westlaw, Civil Litigation, Corporate Law, Criminal Law, Employment Law, Legal Assistance, Guardianship, Document Review, Analysis, Real Estate
Education
Marquette University Law School 2008 — 2011
J.D., Law
Saint Louis University 2004 — 2008
Bachelor of Arts, cum laude, Spanish and International Studies (double major)
Imperial College of the University of London, International Enrichment Program 2005 — 2006
Bachelor of Arts, Study Abroad Program
Waukesha Catholic Memorial 2000 — 2004
JPMorgan Chase July 2014 - Present
Resolution Media February 2011 - July 2014
Neo@Ogilvy November 2008 - February 2011
Neo@RMG April 2007 - October 2008
Neo@Ogilvy April 2006 - March 2007
Bernard Hodes Group September 2005 - April 2006
Skills
comScore, Media Planning, Digital Media, Omniture, Media Buying, Mobile Marketing, Google Analytics, Web Analytics, Interactive Marketing, SEO, Affiliate Marketing, Social Media Marketing, Search, Search Advertising, Display Advertising
Education
Marist College 2001 — 2005
Bachelor's degree, Marketing & HR
JPMorgan Chase December 2012 - Present
Fiserv April 2010 - December 2012
Fiserv March 2008 - March 2010
Fiserv June 2007 - March 2008
FOCUS Training May 2007 - August 2007
Skills
Corporate Communications, Public Relations, Marketing Communications, Strategic Communications, Social Media Marketing, Editing, AP Style, Internal Communications, Press Releases, Media Relations, Content Strategy, Customer Communication, Project Management, Newsletters, Proposal Writing, Copywriting, Speech Writing, Email Marketing, Web Content, Marketing Strategy, Marketing, Social Media
Education
Marquette University 2003 — 2007
B.A., Public Relations
MediaVest July 2014 - Present
Initiative February 2013 - May 2014
Fox News Channel & Fox Business Network December 2012 - February 2013
JPMorgan Chase June 2012 - August 2012
Skills
Microsoft Office, Marketing Research, Social Media, Internet, Public Speaking, Marketing, Marketing Strategy, Marketing Communications, Advertising, Digital Media, Microsoft Excel, Teamwork, Social Networking, Social Media Marketing
Education
Marist College 2009 — 2013
Bachelor of Science (B.S.), Business Administration-Marketing, Early Graduate (Official Jan. 2013)
JPMorgan Chase September 2013 - Present
JPMorganChase August 2011 - September 2013
JPMorgan Chase March 2010 - August 2011
AXA Distributors August 2008 - December 2008
Skills
Mortgage Banking, Banking, Loans, Microsoft Office, Loan Origination, Credit, Sales Management, Investments, Wealth Management, Series 63, Sales, Retirement Planning, Customer Service, Consumer Lending, Small Business Lending, Refinance, Retail Banking, Lines Of Credit, Finance, Relationship Management, Financial Analysis, Branch Banking, Management
Education
Marist College 2004 — 2008
BS, Business Admin/ Finance
JPMorgan Chase October 2013 - Present
Kaiser Permanente August 2012 - September 2013
Wellmark Blue Cross and Blue Shield May 2011 - July 2012
Fannie Mae February 2010 - May 2011
Element Technologies June 2008 - February 2010
Skills
Credit, Credit Risk, Banking, Derivatives, Risk Management, Portfolio Management, Financial Risk, Fixed Income, Credit Analysis, Loans, Financial Modeling, Financial Analysis, Equities, Bloomberg, Capital Markets, Unix, Business Analysis
Education
Marist College 2006 — 2008
Master's degree, Computer Science
Shivaji University 2001 — 2005
Bachelor's degree, Production Engineering
University of Massachusetts Amherst August 2013 - Present
Etsy June 2014 - August 2014
IBM June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
IBM June 2011 - December 2011
Marist College - Enterprise Computing Community October 2010 - December 2011
Skills
Java, JavaScript, C#, Programming, SQL, C++, Artificial Intelligence, Machine Learning, PHP, Objective-C, Intelligent Agents, Natural Language..., Hadoop, Scala
Education
University of Massachusetts, Amherst 2013 — 2015
Master of Science (MS), Artificial Intelligence
Marist College 2009 — 2013
Bachelor of Science (B.S.), Computer Science
Wintrust Financial Corporation April 2010 - Present
JPMorgan Chase April 1999 - March 2010
Skills
Customer Service, Middle Market, Loans, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Investments, Financial Modeling, Credit, Financial Analysis, Portfolio Management, Asset Based Lending
Education
Marquette University 1994 — 1998
Mount Carmel 1990 — 1994
NYMCU September 2012 - Present
Bank of America February 2006 - July 2010
Bank of America 2006 - 2010
JPMorgan Chase January 1998 - January 2005
Education
Katherine Gibbs New
Marist College
Mercury Insurance March 2013 - Present
Whole Foods Market July 2011 - March 2013
Milwaukee Art Museum March 2009 - May 2011
JP Morgan Chase April 2008 - February 2009
JPMorgan Chase July 2006 - April 2008
JPMorgan Chase August 2005 - July 2006
Center for Neighborhood Technology July 2003 - May 2004
Draftfcb October 1999 - January 2002
Hanson Dodge Creative January 1999 - May 1999
American chamber of Commerce in London May 1998 - August 1998
Skills
Sales, Social Media Marketing, Marketing, Market Research, Event Management, CRM, Promotions, Customer Satisfaction, Marketing Communications, Thinking Outside The Box, Creative Problem Solving, Product Marketing, Customer Support, Photoshop, HTML, Communication, Organization, Analysis, Business Analysis, Auto Injuries, Home Equity Loans, Database Administration, Negotiation, Logical Thinker, Customer Oriented
Education
Loyola University of Chicago - Graduate School of Business 2002 — 2004
M.B.A., Finance and Management
Marquette University 1994 — 1999
B.A., Marketing and International Business
Milwaukee Area Technical College 2009 — 2010
Associates Degree, Web Design
Southern Denmark School of Business
Other, International Studies
JPMorgan Chase July 2013 - Present
Badger Truck December 2010 - February 2011
Roaring Fork Restaurant Group April 2010 - August 2010
Marquette University Student Government August 2009 - June 2010
Merge Healthcare May 2009 - November 2009
Education
Marquette University 2006 — 2010
JPMorgan Chase April 2012 - Present
JPMorgan Chase October 2009 - May 2012
JP Morgan Chase & Co. June 2009 - October 2009
JPMorgan Chase April 2008 - May 2009
JP Morgan Chase February 2004 - May 2008
JPMorgan Chase 2000 - 2008
Skills
MS Project, MS Office Suite, SDLC, PMO, Process Improvement, Budgets, Procurement, Program Management, Change Management, Microsoft Office, Project Management, Contract Management, Business Analysis, Management, Visio, Security, Banking, Accounts Payable, Risk Management, Sourcing, Mergers & Acquisitions, PMP
Education
Marshall University 1978 — 1982
Bachelor of Business Administration, Accounting
Lansare Corporation February 1997 - Present
AmeriServe April 1996 - February 1998
JPMorgan Chase August 1992 - April 1996
Skills
Due Diligence, Financial Modeling, Finance, Analysis, Investments, New Business Development, Entrepreneurship, Start-ups, Corporate Finance, Mergers, Process Improvement, Sales Operations, Business Process..., Strategic Planning, Mergers & Acquisitions, Valuation, Management, Financial Services, Customer Service, Business Analysis
Education
Marquette University 1991 — 1992
MBA
University of Wisconsin-Madison 1984 — 1988
BS
Valley National Bank February 2014 - Present
Pella Corporation May 2013 - February 2014
JPMorgan Chase May 2009 - April 2013
Skills
Sales, Sales Management, Account Management, Sales Presentations, New Business Development, Product Development, Project Management, Credit Risk, Credit Analysis, Mortgage Underwriting, Commercial Mortgages
Education
Quinnipiac University 2003 — 2005
Master of Business Administration (MBA), Finance and Marketing
Marist College 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Archer Daniels Midland January 2014 - Present
US Foods September 2010 - January 2014
JPMorgan Chase March 2007 - September 2010
Lewis and Roca LLP March 2005 - August 2006
Skills
Employment Law, Litigation, Arbitration, Class Actions, Mediation, Strategy, Client Counseling, Legal Advice, Labor Relations, Restrictive Covenants, Wage & Hour, Employee Training, Employment..., Investigation, Relationship Management, Corporate Law, Legal Writing
Education
Marquette University Law School 1998 — 2001
Juris Doctor
University of Wisconsin-Madison 1993 — 1997
BA
Reedsville High School
Bank Of America Home Loans February 2014 - Present
JPMorgan Chase March 2010 - February 2014
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Banking, FHA, Foreclosures, Residential Mortgages, First Time Home Buyers, Credit Analysis, REO, Customer Service, Real Estate Transactions, Refinance, Music
Education
Marist College 1983 — 1985
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, 3.8
Endurance Specialty Holdings Ltd. January 2008 - Present
JPMorgan Chase September 2005 - January 2008
Compensation Risk Managers December 2002 - September 2005
Skills
Certified Internal..., Internal Audit, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, Internal Controls, Finance, Auditing, Insurance
Education
Marist College 2001 — 2005
Bachelor of Science, Accounting
The Corcoran Group July 2012 - Present
Standard & Poor's June 2010 - July 2012
Morgan Stanley November 2009 - June 2010
NewYork Presbyterian Hospital September 2009 - December 2009
Sirius Satellite Radio July 2008 - November 2008
Goldman Sachs July 2006 - January 2008
JPMorgan Chase January 2006 - July 2006
Cerner Corporation 1999 - 2005
Skills
Real Estate Negotiating, Real Estate License, Real Estate Transactions, Real Estate, Project Management, Asset Management, Banking, Budgets, Business Development, Business Process, CRM, Capital Markets, Condos, Contract Negotiation, Customer Service, Due Diligence, Employee Training, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Foreclosures, Instructional Design, Investment Properties, Investments, Leadership, Leases, Management, Market Research, Marketing, Marketing Strategy, Mergers, Negotiation, New Business Development, Portfolio Management, Real Estate Development, Real Estate Economics, Real Estate Financing, Relocation, Rentals, Residential Homes, Risk Management, Sales, Sales Management, Sellers, Selling, Short Sales, Social Media, Social Media Marketing, Strategic Planning
Education
Marquette University 1995 — 1999
Bachelor of Science (BS), Computer Science
LHS
IBERIABANK January 2015 - Present
IBERIABANK August 2009 - Present
JPMorgan Chase January 2000 - July 2009
JPMorgan Chase April 1997 - December 1999
Skills
Commercial Banking, Treasury Services, Wealth Management, Treasury Management, Loans, Banking, Lines Of Credit, Small Business Lending, Credit, Deposits, Middle Market, Commercial Lending, Credit Risk, Credit Analysis, Loan Origination, Management, Mergers & Acquisitions
Education
Marquette University 1995 — 1998
B.S., Economics
Rodan + Fields Dermatologists 2009 - Present
Complete Building Maintenance Services December 2010 - Present
JPMorgan Chase May 2005 - December 2009
American Century Investments January 2002 - May 2005
The Central Exchange August 1999 - December 2001
Skills
Accounting, CRM, Team Building, Strategic Planning, Training, Coaching, Entrepreneurship, Customer Service, Management, Leadership Development
Education
Marquette University 1996 — 1999
Herald National Bank September 2009 - July 2012
JPMorgan Chase July 2007 - November 2008
ACS HR Outsourcing LLC May 2005 - September 2006
ACS / Mellon 2005 - 2006
ACS Human Capital Management Solutions 2005 - 2006
Mellon Financial Corp August 2000 - May 2005
GPU Services, LLC March 1999 - June 2000
True North Communications July 1998 - March 1999
Wasserstein Perella & Co. July 1990 - June 1997
Thompson Medical Company May 1989 - July 1990
Skills
Mergers, Business Valuation, Company Valuation, Business Strategy, Business Analysis, Business Development, Financial Analysis, Competitive Analysis, Data Analysis, Operations Management, Due Diligence, Management Due Diligence, Department Budgeting, Capital Budgeting, Operating Budgets, Budget, Budget Reconciliation, Equity Valuation, Business Planning, Capital Markets
Education
Marist College
MBA, Finance
Morehead State University
Finance & Accounting
Pikeville College
BBA, Accounting & Management
JPMorgan Chase January 2011 - July 2013
JP Morgan Chase January 2010 - January 2011
Northwestern Mutual Financial Network May 2006 - February 2010
WV MetroNews 2009 - 2009
BNI 2006 - 2008
BNI 2006 - 2008
Fifth Third Bank 2005 - 2006
Skills
401k, Accounting, Asset Allocation, Banking, Budgets, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Cross Selling, Customer Service, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Analysis, Financial Reporting, Financial Services, Fixed Annuities, Health Insurance, Healthcare, Insurance, Investment Strategies, Investments, Leadership, Life Insurance, Loans, Long-term Care, Marketing, Microsoft Excel, Microsoft Office, Mortgage Lending, Mutual Funds, Pensions, Personal Finance, Portfolio Management, Relationship Management, Retail Banking, Retirement, Retirement Planning, Risk Management, Sales, Securities, Series 7, Small Business Lending, Strategic Financial..., Strategic Planning, Team Building, Underwriting
Education
Western Governors University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Marshall University 1994 — 1999
Bachelor’s Degree, Finance
JPMorgan Chase December 2009 - Present
Bank of America March 2009 - November 2009
Bear Stearns December 2006 - December 2008
Wells Fargo Home Mortgage February 2003 - December 2006
Wells Fargo Home Mortgage January 2003 - December 2006
Conseco/ Green Tree December 1999 - December 2003
Skills
Project Management, Employee Training, Curriculum Development, Operational Planning, Visionary, Team Leadership, Strategic Planning, Entrepreneurship, Communication, Creative Problem Solving, Mortgage Lending, Loan Origination, Mortgage Banking
Education
Marquette University 1979 — 1983
BS Business Administration, Finance and Financial Management Services
AIG July 2012 - Present
AIG July 2012 - Present
The Royal Bank of Scotland February 2010 - July 2012
Royal Bank of Scotland Group February 2009 - February 2010
JPMorgan Chase March 2008 - September 2008
JPMorgan Chase September 2004 - March 2008
JPMorgan Chase May 2000 - September 2004
PNC Financial Services Group February 1991 - May 2000
Bank Administration Institute 1983 - 1991
Skills
Employee Relations, Mergers, Human Resources, Talent Management, Succession Planning, Performance Management, Talent Acquisition, Employee Engagement, Change Management, Organizational Design, Deferred Compensation, Organizational..., Mergers & Acquisitions, HR Policies, Personnel Management, Management, HR Transformation, Employee Benefits, Leadership Development, Strategy, Leadership, Organizational..., Outsourcing, Policy, Program Management, Training, Recruiting, Executive Search
Education
Marquette University 1969 — 1973
BA, Finance & Accounting
Don Bosco High School 1966 — 1969
SC Johnson January 2013 - Present
MillerCoors August 2012 - January 2013
Marquette University - Purchasing Department August 2011 - March 2012
JPMorgan Chase June 2011 - August 2011
CB Richard Ellis January 2011 - May 2011
Skills
Microsoft Excel, SAP, Financial Analysis, PowerPoint, Supplier Relationship..., RFP Generation, Customer Service, Contract Negotiation, Budgets, Microsoft Word, Access, Outlook, Word, Logistics, Supplier Development, AS400 Administration, Data Compilation, Business Analysis, Forecasting, Spreadsheet Generation, Argus Modeling, PLM Tools, Business Intelligence..., SAP BW, SciQuest, CoStar, Reis, Credit Analysis, Loan Underwriting
Education
Marquette University 2008 — 2012
Bachelor of Science in Business Administration (B.S.B.A.), Operations & Supply Chain Management, Commercial Real Estate
Fortress Investment Group August 2014 - Present
JPMorgan Chase May 2013 - July 2014
Dealogic July 2012 - April 2013
Marist College Media Center August 2008 - June 2012
Greystone Equity Fund August 2011 - May 2012
Greystone Equity Fund January 2012 - March 2012
Skills
Excel, Word, PowerPoint, Microsoft Office, Mac OS X, Bloomberg Terminal, Morningstar, Keynote, Microsoft Word, Microsoft Excel, Analysis, Fixed Income, Investments, Equities, Valuation
Education
Marist College 2008 — 2012
BS, Finance
BMO Harris Bank December 2014 - Present
JPMorgan Chase June 2013 - November 2014
Marquette University Law School January 2011 - May 2013
BMO Harris Bank June 2012 - August 2012
Lutherdale Ministries May 2011 - August 2011
Lutherdale Ministries May 2010 - August 2010
Skills
Data Analysis, Microsoft Excel, PowerPoint, Leadership, Team Building, Customer Service, Event Planning
Education
Marquette University 2011 — 2013
Bachelor of Science (BS), Business Economics and Finance
Valparaiso University 2009 — 2010
Meteorology
TIMET December 2012 - Present
TIMET October 2011 - December 2012
JPMorgan Chase February 2008 - August 2010
FNX Limited May 2006 - August 2006
Scenic Farms Golf Course June 2002 - September 2005
Skills
Marketing, Analysis, Data Analysis, Management, Project Management, Strategy, Access, Market Research, Training, Financial Reporting, Microsoft Excel, Business Objects, Sales Operations, Databases, PowerPoint, Sales, Process Improvement, Forecasting
Education
Marist College 2003 — 2007
BS, Business Administration - Marketing
SAP BW Training
Allstate August 2011 - Present
Morgan Stanley January 2011 - August 2011
Wells Fargo January 2008 - January 2011
JPMorgan Chase July 2005 - January 2008
Marquette University 2003 - 2005
Skills
Underwriting, Project Management, Private Equity, Financial Analysis, Strategy, Access, Relationship Management, Business Intelligence, Equities, Credit, Financial Risk, Financial Modeling, Credit Risk, Credit Analysis, Mortgage Lending, Strategic Financial..., Finance, Analysis, Visio, Team Building, Management, Microsoft Excel, Business Objects, Portfolio Management, Investments, Analytics, Loans, CRM, Banking
Education
Marquette University
MBA, Accounting
St Joseph's School
Veldos LLC January 2014 - Present
Everybody Wins! Atlanta October 2008 - Present
Asset Management Professionals March 2011 - December 2013
JPMorgan Chase September 2005 - December 2008
JPMorgan Chase May 2004 - October 2004
First North American National Bank / Circuit City Stores, Inc. 1999 - 2004
First North American National Bank / Circuit City Stores, Inc. 1998 - 1999
First North American National Bank / Circuit City Stores, Inc. 1995 - 1998
First North American National Bank / Circuit City Stores, Inc. 1994 - 1995
Circuit City 1992 - 1994
Skills
Training, Testing, Budgets, Management, Cross-functional Team..., Process Improvement, Project Management, Customer Retention, Human Resources, Recruiting, Visio, Time Management, Banking, Integration, Negotiation, Customer Service, Product Marketing, Program Management, Marketing, Team Building, Enterprise Software, Six Sigma, Coaching, Retail, CRM, Data Analysis, Risk Management, Leadership, Relationship Management, Marketing Strategy, Start-ups, Call Center, MS Project, PowerPoint, Leadership Development
Education
Marshall University 1980 — 1987
BA, Psychology
McGraw Hill Financial March 2014 - Present
American Financing Corporation February 2013 - February 2014
STAR Financial Bank March 2012 - November 2012
JPMorgan Chase June 2011 - March 2012
Village of Orland Park, Illinois August 2010 - September 2011
Delre & Associates Financial Services September 2010 - April 2011
AT&T / 3DK Consulting May 2009 - August 2009
Marquette University August 2007 - May 2009
Orland Park Soccer Club May 2005 - August 2008
Skills
PowerPoint, Microsoft Excel, Outlook, Customer Service, QuickBooks, Teamwork, Financial Analysis, Risk Management, Microsoft Word, Microsoft Office, Time Management, Research, Banking, Public Speaking, Budget, Investments, Financial Modeling, Process Improvement, Access, Management, Budgets, Social Media, Human Resources, Accounting, Leadership
Education
Marquette University 2006 — 2010
Bachelor of Science, Business Administration; Finance and Marketing
Carl Sandburg High School 2002 — 2006
JPMorgan Chase March 2013 - Present
JPMorgan Chase October 2011 - March 2013
Marquette University Office of the Comptroller November 2008 - August 2009
Skills
Loans, Credit, Banking, Consumer Lending, Loan Origination, Retail Banking, Portfolio Management, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Cross Selling, Sales
Education
University of Wisconsin-Milwaukee 2009 — 2011
Marquette University 2007 — 2009
Financial Engines July 2012 - Present
JPMorgan Chase July 2011 - July 2012
Updike Distribution Logistics LLC November 2010 - January 2011
Vangent, Inc - Contractor November 2009 - October 2010
APEX Systems Inc - Contractor June 2009 - September 2009
West Corporation December 2008 - June 2009
DHL EXPRESS (USA) December 2006 - December 2008
Charles Schwab August 2006 - December 2006
Bank of America February 2006 - June 2006
Bank of America September 2004 - January 2006
Skills
Process Improvement, Visio, Leadership, SharePoint, Management, Business Process, Project Management, SDLC, Integration, Cross-functional Team..., Vendor Management, Customer Service, Team Leadership, Microsoft Excel, Access, IT Service Management, Analysis, Team Building, Operations Management, ITIL, PeopleSoft, Performance Management, Databases, PowerPoint, Microsoft Office, Problem Management, Requirements Analysis, Call Centers, Change Management, Six Sigma, Problem Management,..., IT Management, Requirements Gathering, Program Management, Project Management, Six..., HP Service Desk,..., Excel, Troubleshooting, Business Analysis, PMP, Call Center, MS Project, IT Operations, Siebel, Service Desk, Minitab, Data Analysis, Incident Management, BMC Remedy, Microsoft SQL Server
Education
Marshall University 1994 — 1999
Bachelors, Organizational Communications
Sistersville High School 1987 — 1991
High School Diploma, College Prep
Bank of America March 2015 - Present
JPMorgan Chase - November 2013 - Present
JPMorgan Chase January 2013 - November 2013
JPMorgan Chase / Chase Private Client April 2010 - January 2013
JPMorgan Chase February 2008 - March 2010
Verizon Wireless 2005 - 2008
Nextel Communications 2002 - 2005
Skills
Series 6, Series 63, Wealth Management, Relationship Management, Banking, Leadership, Loans, Training, Sales, Sales Management, Coaching, Competitive Analysis, Investments
Education
Marist College
Bachelor of Science (B.S.), Business Administration and Management, General
Schnitzer Steel September 2015 - Present
UTi Worldwide March 2013 - August 2015
J.Crew October 2011 - January 2013
JetBlue Airways July 2010 - September 2011
Marathon National Bank of New York November 2007 - June 2010
US Bank July 2002 - September 2007
JPMorgan Chase July 2001 - June 2002
Skills
Credit, Risk Management, Credit Risk, Accounts Receivable, Accounts Payable, Operational Efficiency, Financial Analysis, Policy Analysis, Commercial Banking, Payment Systems, Loans, Credit Analysis, Cash Flow, Banking, Accounting, Analysis, Business Analysis, Business Process, Cash Management, Customer Service, Data Analysis, Finance, Financial Services, Management, Microsoft Excel, Process Improvement
Education
Marquette University 1997 — 2001
BS, Finance
JPMorgan Chase & Co. May 2014 - Present
JPMorgan Chase July 2012 - May 2014
JPMorgan Chase May 2010 - June 2012
New York Life Insurance Company May 2009 - May 2010
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Credit Analysis, Loans, Mortgage Lending, Small Business Lending, Management, Loan Origination, Retail Banking
Education
Marist College 2014 — 2017
Master of Business Administration (M.B.A.), with a Concentration in Financial Management
West Virginia University 2003 — 2007
Bachelor's degree, Economics
International Institute for Analytics September 2015 - Present
OSU-Fisher College of Business September 2010 - Present
Cardinal Health July 2013 - September 2015
JPMorgan Chase March 2013 - June 2013
Nationwide Insurance December 2011 - March 2013
Nationwide Insurance March 2009 - December 2011
Nationwide Insurance October 2007 - March 2009
The Ohio State University September 2006 - September 2008
Investor Analytics August 2006 - September 2007
The Ohio State University April 2002 - August 2006
Skills
Risk Management, Derivatives, Analytics, Financial Modeling, Predictive Analytics, Fixed Income, Hedge Funds, University Teaching, Marketing Analytics, Market Risk, Supply Chain, Big Data, Marketing Research, Leadership
Education
Michigan State University 1995 — 2000
Ph.D.
Marquette University 1991 — 1995
B.S.
Chicago Suburban SQL Server User Group June 2014 - Present
Rise Health, Inc. January 2015 - August 2015
The SAVO Group February 2013 - December 2014
ConvergEx RealTick July 2007 - February 2013
JPMorgan Chase November 2005 - July 2007
Raddon Financial Group August 2003 - November 2005
Internet Presence Consulting July 1999 - July 2003
Skills
SQL Server, T-SQL, Databases, Analysis, Database Design, Business Analysis, Database Development, Microsoft SQL Server, Performance Tuning, SDLC, Enterprise Architecture, SQL, Windows Server, SSRS, SSIS, Data Warehousing, ETL, Database Administration
Education
Marquette University 1995 — 1999
Bachelor of Science, Computer Science
Benet Academy 1991 — 1995
Associated Bank September 2015 - Present
Associated Bank September 2014 - August 2015
JPMorgan Chase June 2011 - August 2014
Herrenknecht AG May 2010 - August 2010
Skills
Portfolio Management, Microsoft Excel, Banking, Credit, Loans, Commercial Banking, Loss Mitigation, Financial Analysis, Finance, Credit Analysis, Personal Finance
Education
Marquette University 2007 — 2011
Bachelor of Science (BS), Finance, General
JPMorgan Chase April 2012 - Present
Education
Marquette University
MBA
Keller Williams Realty February 2008 - Present
JPMorgan Chase March 1990 - December 1992
Shearson Lehman September 1985 - March 1990
Skills
Real Estate, Investment Properties, Negotiation, Residential Homes, Sellers, Short Sales, First Time Home Buyers, Microsoft Office, Property Management, Customer Service, Relocation, Foreclosures, Buyer Representation, Single Family Homes, REO, Condos, Investors, Sales, Referrals
Education
2 Years of law at Cal Law
Marist College
Pre-Law Studies
First Data Corporation September 2015 - Present
Words After War April 2013 - Present
First Data Corporation January 2015 - September 2015
JPMorgan Chase October 2013 - January 2015
Barquin International June 2010 - October 2013
US Navy December 2001 - February 2006
Skills
Microsoft Office, Public Speaking, English grammar, Editing, American Literature, Creative Writing, Proofreading, Technical Writing, Nonprofits, Veterans Affairs, Veterans Benefits, Leadership, Copy Editing, Intelligence Analysis, Social Media, Creative Writing..., Social Media Outreach, Community Building, Higher Education..., WordPress, Mac OS X, Blogging, Community Outreach, Training, Writing, Strategic Communications, Content Strategy, Project Management, Social Media Marketing, Web Analytics, SEO, Web Content Management, Non-profit Leadership, Social Networking, Salesforce.com, Navy, DoD Top Secret Clearance, Academic Writing, Non-profit Board..., Event Management, Event Planning, Intelligence, Program Management
Education
Marlboro College 2009 — 2012
Bachelor of Arts (BA), Literature and Writing, Highest Honors
Navy and Marine Corps Intelligence Training Center (NMITC) 2002 — 2002
Military Intelligence
Sidley Austin LLP July 2014 - Present
Winston & Strawn LLP April 2013 - July 2014
Winston & Strawn LLP July 2008 - April 2013
JPMorgan Chase December 1997 - June 2008
Expeditors 1993 - 1997
Skills
PMP, CNA, SDLC, Business Analysis, Program Management, Process Improvement, Project Management, SharePoint, PMO, Risk Management, IT Management, Knowledge Management, Disaster Recovery, Security, Business Process..., Management, IT Strategy, Business Intelligence, Requirements Gathering, Analysis, ITIL, IT Service Management, Integration, Software Documentation, Software Project..., Visio, Information Technology, CRM
Education
Marquette University 1987 — 1991
Honors B.A., English / French
The Northern Trust Company February 2010 - Present
JPMorgan Chase November 2008 - February 2010
Northern Trust October 1998 - November 2008
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Middle Market, Credit, Banking, Loans, Portfolio Management, Wealth Management, Private Banking, Credit Risk, Financial Services, Cash Management, Fixed Income, Treasury Management, Asset Management, Securities
Education
Marquette University 1981 — 1985
Bachelor of Science, Accounting
Marquette University High School 1977 — 1981
Concordia University Wisconsin August 2013 - Present
JPMorgan Chase & Co. December 2014 - August 2015
JPMorgan Chase December 2011 - December 2014
JPMorgan Chase January 2013 - December 2013
Marquette University August 2008 - May 2012
Restoration Hardware May 2010 - January 2012
Brookstone June 2009 - February 2010
Walgreens March 2009 - August 2009
Restoration Harware April 2008 - August 2008
TLG Research, Inc November 2006 - May 2007
Skills
Bilingual, Microsoft Office, Mac OS X, Translator/Interpreter, Payroll, Cash Handling Experience, Retail Banking, Shipping/Receiving, Retail, Sales, Customer Service, Marketing, Leadership
Education
Marquette University 2008 — 2012
Bachelor of Arts (B.A.), Major: Spanish for the Professions, Minor: Marketing
JPMorgan Chase 2003 - Present
Education
The Ohio State University 1989 — 1991
Master of Business Administration (M.B.A.), MBA
Marquette University 1981 — 1985
Bachelor of Arts (B.A.)
Marquette University
Bachelor's Degree, English
JPMorgan Chase November 2011 - Present
Caceis (USA) Inc. September 2006 - October 2011
Caceis (USA), Inc. September 2006 - November 2009
BNY Alternative Investments June 2005 - September 2006
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Management, Fixed Income, Trading, Asset Managment, Due Diligence, Equities, Fund Administration, Mutual Funds, Valuation, Financial Reporting, Investor Relations, Financial Analysis, Private Equity, Securities, Derivatives, Investments
Education
Marist College 2001 — 2005
BS, Business Adminstration
Chicago Stock Exchange May 2015 - August 2015
JPMorgan Chase September 2013 - September 2014
The Northern Trust January 2012 - July 2013
Motorola Solutions Corp December 2011 - January 2012
Allstate Insurance Company February 2000 - August 2011
American Bar Foundation October 1999 - November 1999
Allstate International September 1998 - October 1999
Trustmark Companies March 1998 - September 1998
Novus Services, Inc. (Discover Card) November 1997 - March 1998
Sears July 1997 - November 1997
Skills
Professional Experience..., SQL, Database Design, Data Warehousing, Business Analysis, Databases, SDLC, ETL, PL/SQL, Program Management, Oracle, Project Management, DB2, CICS, Unix, Ksh, Microsoft SQL Server
Education
Marquette University 1977 — 1981
Bachelor of Arts (B.A.), History, 2.43
William Rainey Harper College 1977 — 1981
Associate of Science (AS), Computer Science, 3.83
JPMorgan Chase May 2008 - Present
Merrill Lynch November 2003 - May 2008
Creative Marketing Alliance November 1996 - November 2003
Skills
New Business Development, Event Planning, Project Management, Marketing Strategy, Direct Marketing, Marketing Communications, Integrated Marketing, Email Marketing, Digital Marketing, Strategic Planning, Product Marketing, Online Advertising, Market Research, Marketing, Advertising
Education
Marist College 1992 — 1996
BA, Dual Concentration: Communications and PR
WellCare November 2004 - Present
JPMorgan Chase July 2000 - November 2004
Skills
SAS programming, SAS Macros, SAS Base, SQL, PL/SQL, SPDS Server, Oracle, Unix, Data Warehousing, ETL, 1099 Preparation, SAS Enterprise Guide, Toad, SQL Navigator, SDLC, Business Analysis, Requirements Analysis, Visual Studio, Notepad++, MS Access, Microsoft Excel, MS Project, Microsoft Office, Visio, Microsoft Word, IBM Mainframe, SharePoint, Process Improvement, Quality Assurance, SAS, Analysis, Access
Education
Marquette University 1990 — 1995
MBA, Masters in Business Administration
University of Wisconsin-Milwaukee 1985 — 1989
Bachelor of Business Administration (B.B.A.), Management Information Systems
AgResource LATAM Inc July 2014 - Present
PHDerivativos International December 2011 - August 2014
JPMorgan Chase January 2013 - February 2014
Futures International LLC January 2012 - January 2013
R.J. O'Brien November 2010 - December 2011
R.J. O'Brien November 2008 - November 2010
JPMorgan Chase January 2008 - December 2008
Merrill Lynch October 2005 - January 2008
Skills
Multilingual, Portuguese, Public Speaking, Conversational Spanish, English, International Sales, Alternative Investments, New Business Development, Latin America, Commodities, Macroeconomics, Commodity, Investment Strategies, Financial Markets, Options, Hedge Funds, Derivatives, Hedging, Investments, Trading, Risk Management, Commodity Markets, Financial Services, Equities, Fixed Income, Capital Markets
Education
Marshall University 2002 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Ohio Valley University 1997 — 2001
Bachelor's Degree, Business Mgt - Finance Minor
Nuveen Investments September 2004 - October 2008
JPMorgan Chase September 2000 - September 2004
BMO Harris Bank May 1998 - September 2000
First National Bank of Evergreen Park August 1992 - May 1998
Education
Marquette University 1988 — 1992
JPMorgan Chase April 2012 - Present
JP Morgan Chase December 2007 - March 2012
Mortgage Data Management Corp. (MDMC) May 2006 - November 2007
Skills
Credit, Loans, Credit Analysis, Credit Risk, Mortgage Banking, Mortgage Underwriting, Mortgage Lending, Mortgage Servicing, Residential Mortgages, Portfolio Management, Banking, Underwriting, Securitization, Loan Servicing, Securities, Financial Risk, Asset Managment, Due Diligence, Finance, Consumer Lending, Derivatives, Financial Modeling, Financial Structuring, Funding, Lines Of Credit, Microsoft Office, Risk Management
Education
University of Wisconsin-Milwaukee 2006 — 2007
Master of Arts, Economics with an International Specialization
Marquette University 1996 — 2000
Bachelor of Arts, Economics
Northern Ozaukee High School
JPMorgan Chase March 2011 - Present
Verizon February 2010 - March 2011
Verizon May 2008 - January 2010
IBM June 2006 - March 2008
Freddie Mac March 2005 - May 2006
Education
Marist College 2003 — 2005
Masters, Computer Science
Mahendra Engg College 1997 — 2002
Bachelor of Technology (B.Tech.), Electronics and Communications Engineering
Fifth Third Bank November 2013 - Present
Citibank December 2010 - November 2013
Citibank September 2007 - December 2010
JPMorgan Chase February 2005 - September 2007
Skills
Investments, Credit, Sales, Commercial Banking, Loans, Banking, Budgets, Finance, Insurance, Loan Origination, Management, Mortgage Lending, Real Estate, Relationship Management, Retail Banking, Small Business, Small Business Lending, Underwriting, Cross Selling, Consumer Lending, Commercial Lending, Business Strategy
Education
Western Governors University 2009 — 2010
MBA, Management and Strategy, 3.8 GPA
Marquette University 1999 — 2004
Bachelor's Degree, Political Science and Philosophy
JPMorgan Chase 2008 - Present
Washington Mutual June 2001 - September 2008
Skills
Mortgage Lending, Mortgage Servicing, Loan Servicing, Loans, Mortgage Banking, Loss Mitigation, Due Diligence, Residential Mortgages, Default, Bankruptcy, Legal Writing, Loan Origination, Real Estate, Securitization, Risk Management, Portfolio Management, Underwriting, Privacy Law, Financial Services, Legal Research, Litigation, Commercial Litigation, Corporate Governance, Licensing, Credit, Securities, Mergers & Acquisitions, Banking, Corporate Law, Legal Compliance, Civil Litigation, Title Insurance, Mortgage Underwriting, Structured Finance, Loan Modifications, Legal, Securities Regulation, OFAC, Legal Assistance, Joint Ventures, Banking Law, Legal Documents, Bank Secrecy Act, AML, Fraud, Credit Risk, Real Estate Transactions, Financial Regulation, Real Estate Economics, LPS
Education
Marquette University 1974 — 1981
BA and JD
JPMorgan Chase May 2001 - Present
CDI Information Services, Inc 1997 - 2001
HK Systems 1997 - 2001
Quad Graphics June 1996 - July 1997
Quad Graphics 1996 - 1997
Education
Marquette University 1997 — 1999
University of Wisconsin-Whitewater 1993 — 1996
B.S., Computer Management
Fidelity Investments February 2014 - Present
Fidelity Investments May 2012 - February 2014
Fifth Third June 2011 - May 2012
Chase Investment Services December 2010 - May 2011
JPMorgan Chase September 2009 - February 2011
District 202 Schools January 2007 - September 2009
2006Arbonne International December 2003 - June 2005
Charles Schwab September 1999 - August 2001
Charles Schwab January 1997 - September 1999
Skills
Marketing, Sales, Project Management, Investments, Customer Service, Portfolio Management, Finance, Direct Sales, Direct Marketing, Networking, Financial Advisory, Management, Entrepreneurship
Education
Marquette University 1991 — 1995
Bachelor of Science
Garban Intercapital July 2009 - Present
Creditex 2006 - 2009
CreditTrade 2001 - 2006
Prebon Yamane July 1999 - 2001
Tullett & Tokyo July 1997 - July 1999
JPMorgan Chase 1995 - 1997
Chemical Bank 1993 - 1995
Municipal Partners Inc. 1990 - 1992
Garvin Independent Municipal Brokers February 1989 - 1990
Egan, Marrin & Rubano March 1987 - February 1989
Skills
Credit Derivatives, Bonds, Emerging Markets, Derivatives, Equities, Capital Markets, Trading, Asset Managment, Microsoft Office, Fixed Income, Bloomberg, Settlement
Education
The University of Edinburgh 1992 — 1993
MBA, International Finance
Marist College 1980 — 1984
Bachelor of Science (BS), Business Administration and Management, General
John Jay High School
Regents Diploma
HyperPointe 2009 - Present
HNW October 2007 - October 2008
Draftfcb July 2005 - July 2007
OgilvyOne November 2001 - July 2005
Ogilvy One / Ogilvy & Mather 2001 - 2005
JPMorgan Chase May 2000 - November 2001
Skills
Direct Marketing, Advertising, Marketing Communications, Integrated Marketing, Interactive Marketing, Account Management, Direct Response, Digital Marketing, Direct Mail, Marketing, Healthcare, Consumer Healthcare, Brand Development, Team Building, Email Marketing, Digital Strategy, Interactive Advertising, Strategy, New Business Development, Relationship Marketing, Leadership, B2B, Management, Strongly self-motivated, Mobile Marketing, CRM, Team Leadership, Website Development, Online Advertising, Brand Management
Education
Villanova University 2015 — 2015
Master Certificate of Applied Project Management
Marist College 1988 — 1992
BS, Marketing
Marcus & Millichap 2013 - Present
HSC Realty LLC 2005 - Present
Alvarez & Marsal 2011 - 2012
Alvarez & Marsal 2009 - 2011
Alvarez and Marsal 2008 - 2009
Merrill Lynch 2003 - 2007
JPMorgan Chase 2001 - 2003
Skills
Asset Portfolio..., Client Service, Legal Negotiations, Staff Management, Property Management, Capital Improvement..., Profit Improvement, Budgets, REO & Short Sale..., Acquisitions, Loan Funding &..., Insurance & Tax..., Real Estate, Real Estate Transactions, Commercial Real Estate, Real Estate Financing, Corporate Real Estate, Real Estate Investor
Education
Marquette University 1997 — 2001
Bachelor of Science, Finance
St. Clare's International College - Oxford, England 2000 — 2000
Liberal Arts Programme, Concentration in International Economics & Business
boylan
JPMorgan Chase & Co. June 2012 - Present
JPMorgan Chase & Co. October 2009 - June 2012
JPMorgan Chase December 2008 - October 2009
JPMorgan Chase January 2006 - January 2009
World Travel Meetings and Incentives December 2003 - January 2006
Maritz Travel Company May 2001 - December 2003
Skills
Event Planning, Marketing, Strategic Planning, Corporate Events, Integrated Marketing, Event Management, Sales Management, Brand Management, Marketing Strategy, Contract Negotiation, Management
Education
Marquette University 1996 — 2000
B.A., Advertising and Marketing
University College Galway 1998 — 1998
Morgan Stanley Smith Barney May 2004 - Present
JPMorgan Chase December 2002 - April 2004
Skills
Reference Data
Education
Marist College 1992 — 1994
UBS June 2012 - Present
UBS October 2011 - Present
Bank of America May 2007 - December 2010
JPMorgan Chase September 1995 - May 2007
Education
Marist College 1990 — 1994
Bachelor of Science (BS), Criminal Justice
JPMorgan Chase July 2014 - May 2015
Bank of Scotland/Lloyds Banking Group September 2006 - July 2014
Bank of Scotland January 2002 - September 2006
Bank of Scotland January 2000 - January 2002
Bank of Scotland December 1996 - January 2000
Bank of Scotland August 1995 - December 1996
Skills
Loans, Management, Credit, Financial Risk, Cash Management, Credit Analysis, Banking, Commercial Lending, Commercial Banking, AML, Credit Risk, Operational Risk, Portfolio Management, Relationship Management, Risk Management, Capital Markets, Operational Risk..., Financial Services, Retail Banking, Trade Finance
Education
Marist College 1991 — 1995
Bachelor of Science
St. Anthony's 1988 — 1991
JPMorgan Chase Vice PresidentJPMorgan2001 - Present
Education
Marquette University 1980 — 1984
Rodan + Fields March 2014 - Present
Fifth Third Bank December 2010 - March 2012
Fifth Third Bank March 2007 - December 2010
JPMorgan Chase February 2006 - February 2007
JPMorgan Chase April 2002 - January 2006
Bank One January 2001 - April 2002
Milwaukee Bucks Inc. February 1999 - September 1999
Skills
Commercial Banking, Credit Analysis, Commercial Lending, Credit, Finance, Middle Market, Underwriting, Banking, Financial Analysis, Risk Management, Mortgage Lending, Portfolio Management, Small Business Lending, Credit Risk
Education
Marquette University 1996 — 2000
BS, Business, Marketing
Cretin-Derham Hall 1992 — 1996
Aqua-Guard Management, Inc. April 2009 - Present
COUNTRY Financial® April 2008 - March 2009
JPMorgan Chase October 2003 - March 2008
Education
Marquette University 1998 — 2002
Bachelor of Science (BS), Finance, General
st viator
Nicolet National Bank April 2007 - Present
JPMorgan Chase March 2004 - April 2007
Thrivent Financial for Lutherans March 2001 - March 2004
Skills
Banking, Portfolio Management, Estate Planning, Financial Analysis, Investments, Risk Management, Real Estate, Wealth Management
Education
Marquette University 1996 — 1997
M.S., Applied Economics
University of Wisconsin-Eau Claire 1993 — 1995
B.S., Math, Economics
A local publishing company July 2009 - Present
Freelance Voice-Over Talent May 2010 - Present
American Lung Association of Wisconsin September 2008 - May 2009
JPMorgan Chase 2008 - 2008
Skills
Project Management, Reporting & Analysis, InDesign, XML, Editing, Copywriting, Publishing, Storytelling, Radio, Video Production, Proofreading, Television, Public Speaking, Broadcast, Press Releases, Media Relations, Video, Blogging, Creative Writing, AP Style, Chicago Style
Education
Marquette University 2008 — 2009
Master of Arts (M.A.), Communication
University of Wisconsin-Platteville 2001 — 2005
BA, Communication
Mesa West Capital January 2011 - Present
Yorkville Advisors July 2008 - September 2010
Yorkville Advisors, LLC July 2008 - September 2010
JPMorgan Chase July 2007 - July 2008
JP MORGAN ASSET MANAGEMENT July 2007 - July 2008
First Investors Corporation January 2007 - May 2007
First Investors Corporation September 2006 - December 2006
URBAN BRANDS INC June 2006 - August 2006
Skills
Investments, Mutual Funds, Derivatives, Account Reconciliation, Hedge Funds, Asset Managment, Financial Modeling, Alternative Investments, Private Equity, Financial Analysis, Valuation, Investment Banking, Portfolio Management, Equities, Series 7
Education
Marist College 2003 — 2007
Bachelors Degree, Finance & Accounting
Marist College 2003 — 2007
Bachelor of Science, Finance and Accounting
JPMorgan Chase February 2014 - Present
JPMorgan Chase 2010 - January 2014
JPMorgan Chase 2002 - 2009
Education
The University of Chicago Booth School of Business 2008 — 2010
Marquette University 1998 — 2002
Moertl, Wilkins, & Campbell, S.C. May 2007 - Present
BNI 2003 - 2009
Petrie & Stocking S.C. June 2000 - March 2007
Crivello, Carlson, Mentkowski & Steeves SC November 1999 - June 2000
Schneider National February 1997 - October 1999
JPMorgan Chase August 1995 - March 1997
Skills
Guardianship, Estate Planning, Elder Law, Wills, Estate Administration, Powers of Attorney, Gift Tax, Trusts, Conservatorships, Estate Tax Planning, Legal Assistance, Courts, Medicaid, Estate Law, Legal Issues, Mediation, Adoption, Public Speaking
Education
Marquette University Law School 1999 — 2003
JD, Law
University of Northern Colorado 1991 — 1995
BA, Political Science and Economics
Gunnison High School 1987 — 1991
high school
Associated Bank March 2011 - Present
M&I Bank (now known as BMO Harris Bank) September 2006 - February 2011
JPMorgan Chase June 2002 - September 2006
Bank One (now known as JPMorgan Chase) October 1994 - June 2002
Skills
Commercial Banking, Commercial Lending, Treasury Management, Banking, Lines Of Credit, Credit, Small Business Lending, Corporate Finance, Financial Analysis, Portfolio Management, Credit Analysis, Relationship Management, Cash Management, Loans, Middle Market, Underwriting, Wealth Management
Education
Marquette University
Richardson
Richardson
Richardson
Richardson
Richardson
Guiding Eyes for the Blind December 2014 - Present
JPMorgan Chase July 2010 - December 2014
2004-2009JPMorganChase - Chase Student Loans December 2004 - June 2009
Citigroup - Student Loan Corporation January 1999 - November 2004
Chase Manhattan Bank January 1993 - January 1999
Citibank January 1990 - January 1993
First Nationwide Bank June 1986 - June 1990
Westchester Federal Savings Bank January 1985 - January 1986
M&T Bank January 1984 - January 1985
The Bank of New York January 1981 - January 1984
Skills
Credit, Portfolio Management, Loans, Risk, Risk Management, Banking, Coaching, PowerPoint, Word, Microsoft Office, Excel, Financial Risk, Underwriting, Consumer Lending
Education
Marist College 1974 — 1978
B.S., Business Administration
American Institute of Banking
Marist CollegeAmerican Institute of Banking
B.S, Business Administration
New York State Bankers' AssociationInstitute of Financial Education
M.B.A
Yadkin Bank June 2015 - Present
Bank of America April 2012 - June 2015
EverBank March 2011 - April 2012
MAINSTREET HOME LOANS March 2009 - February 2011
JPMorgan Chase December 1997 - March 2009
Skills
Mortgage Lending, Financial Services, Loan Origination, Loans, Mortgage Banking, Residential Mortgages, FHA, Refinance, Credit, Banking, USDA, Underwriting, Credit Analysis, FHA financing, VA Loans, FHA Financing, Cross Selling
Education
Mars Hill University 1991 — 1995
BS, Finance
Mars Hill University
Bachelor of Science, Business Administration
Private Foundation July 2014 - Present
Ziff Brothers Investments March 2009 - January 2014
JPMorgan Chase November 2006 - March 2009
Union State Bank February 2005 - October 2006
Union State Bank December 2003 - January 2005
Skills
Financial Modeling, Portfolio Management, Finance, Valuation, Investments, Banking, Capital Markets, Managerial Finance, Analysis, Credit Analysis, Accounting, Management, Project Management, Training, Commercial Banking
Education
Marist College 2008 — 2011
MBA, Financial Management
St. Thomas Aquinas College 1999 — 2003
BS, Finance
New York Institute of Finance
Dovenmuehle Mortgage, Inc. April 2015 - Present
JPMorgan Chase January 2005 - September 2014
Washington Mutual January 2004 - January 2005
Washington Mutual June 2003 - January 2004
RACINE DISTRICT ATTORNEY'S OFFICE 2002 - 2003
M & I Bank 2000 - 2003
LOGS Network 1997 - 1999
Skills
Financial Services, Portfolio Management, Bankruptcy, Due Diligence, Securities, Banking, Risk Management, Litigation Support, Credit, Loans, Mergers, Mortgage Lending, AML, Corporate Governance, Credit Analysis, Mortgage Banking, Legal Research, Litigation, Mediation, Default, Foreclosures, Legal Writing
Education
Marquette University Law School 1999 — 2003
JD, Law
University of Wisconsin-Parkside 1990 — 1994
BA, Political Science
Key Bank July 2009 - Present
Countrywide Bank January 2008 - February 2009
JPMorgan Chase March 2007 - January 2008
Education
Marist College 1999 — 2003
BS, Criminal Justice
St. Joseph's High School 1995 — 1999
HSBC 2015 - Present
JPMorgan Chase 2002 - 2014
JPMorgan Chase & Co. (formerly Bank One) 2000 - 2002
Independent Consultant 1996 - 2000
Citi 1995 - 1996
Citi 1992 - 1995
Citi 1989 - 1992
Skills
Project Management, Business Analysis, Customer Service, Strategic Planning, Leadership, Requirements Gathering, Requirements Analysis, SDLC, Integration, Quality Assurance, Research, Event Planning, Team Building, Microsoft Office, Cross-functional Team..., Banking, Data Analysis, Training, Project Planning
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Marketing and International Studies
Marquette University
Bachelor's Degree, Business Administration, Marketing and Finance
JPMorgan Chase February 2005 - Present
JPMorgan Chase February 2005 - February 2009
Skills
Test Cases
Education
Marquette University 1997 — 2002
Bachelor of Science, Organization and Leadership
Northern Trust Corporation August 2015 - Present
Northern Trust Corporation January 2014 - July 2015
JPMorgan Chase July 2013 - January 2014
KPMG July 2012 - June 2013
KPMG October 2010 - June 2012
KPMG 2009 - 2009
Skills
CPA, Auditing, Internal Controls, SEC filings, US GAAP
Education
Marquette University 2006 — 2010
Accounting, Finance
J.C. Flowers Asset Management LLC January 2015 - Present
J.C. Flowers & Co. LLC December 2008 - Present
J.C. Flowers Securities Co. LLC November 2014 - Present
Flowers National Bank December 2008 - Present
SRVBank November 2010 - December 2014
Saddle River Valley Bank March 2012 - March 2014
JPMorgan Chase November 1997 - November 2008
The Chase Manhattan Bank 1997 - 2008
PricewaterhouseCoopers November 1996 - November 1997
Investors Savings Bank April 1995 - November 1996
Skills
Investment Banking, Fixed Income, Capital Markets, Treasury Management, Equities, Financial Institutions, Cash Management, Private Equity, Financial Modeling, Financial Services, Mergers & Acquisitions, Investments, Asset Management, Due Diligence, Hedge Funds, Valuation
Education
Fairleigh Dickinson University-Florham Campus 1991 — 1995
MS, Tax
William Paterson University of New Jersey 1987 — 1991
BS, Accounting
Marist College 1987 — 1989
Accounting
JPMorgan Chase November 2007 - Present
National Basketball Association September 1999 - November 2007
Skills
Event Planning, Event Management, Outlook, Microsoft Office, Customer Service, Management, Process Scheduler, Hotels, Hospitality, Logistics, Leadership, Public Relations, Social Media, Social Networking, Project Planning, Training, Budgets, Social Media Marketing, Public Speaking
Education
Marist College
Bachelor of Science
Cherokee Information Services August 2012 - Present
IBM August 2010 - February 2012
Sterling Commerce an AT&T company July 2008 - August 2010
TEKsystems August 2006 - July 2008
JPMorgan Chase 1997 - 2005
Skills
Cross-functional Team..., Cross-cultural Training, Cross-cultural, Multicultural..., Multicultural Teams, Global Sourcing, Spanish, Teaching English, Literacy, Business Analysis, Project Management, Visio, Access, Information Technology, PeopleSoft
Education
Marquette University 1988 — 1992
Bachelors
JPMorgan Chase June 2013 - June 2014
Hudson Legal November 2011 - June 2013
CTG Sports November 2005 - August 2011
Live On Media, LLC November 2009 - October 2010
National Sports Law Institute of Marquette University Law School June 2009 - May 2010
Greenberg & Hoeschen, LLC December 2008 - April 2010
National Sports Law Institute of Marquette University Law School June 2009 - August 2009
Wendland Sellers Bromeland P.A. May 2008 - July 2008
Fond du Lac Recreation Department 1996 - 2003
Skills
Legal Research, Courts, Civil Litigation, Commercial Litigation, Legal Writing, Litigation, Bankruptcy, Westlaw, Document Review, Criminal Law, Appeals, Legal Assistance, Mediation, Trials
Education
Marquette University Law School 2007 — 2010
Juris Doctorate, Sports Law Certificate
University of Wisconsin-Madison 2001 — 2005
Bachelor of Science (BS), in Political Science, Sociology, and Legal Studies (Triple Major) and Criminal Justice Certificate
Fond du Lac High School
Fondy
Fondy
Carlson Capital, L.P. July 2011 - Present
JPMorgan Chase September 2008 - July 2011
JPMorgan Chase January 2007 - September 2008
BNY Mellon March 2006 - January 2007
Skills
Private Equity, Hedge Funds, Mutual Funds, Financial Services, Investment Banking, Fixed Income, Bloomberg, Trading, Equities, Valuation, Financial Analysis, Alternative Investments
Education
Marist College 2001 — 2005
Bachelor's Degree, Finance
JPMorgan Chase September 2011 - Present
Hudson Legal November 2010 - September 2011
American Chamber of Commerce in China January 2011 - April 2011
Marquette Law School September 2009 - December 2009
Marquette Mediation Clinic for Milwaukee County Circuit Court Small Claims Division August 2009 - December 2009
Quarles & Brady, LLP May 2009 - July 2009
Quarles & Brady, LLP May 2008 - August 2008
Marquette University May 2005 - June 2007
Marquette University August 1999 - May 2001
Skills
Biotechnology, Civil Litigation, Contract Negotiation, Document Review, Intellectual Property, Legal Writing, Litigation, Mediation, Molecular Biology, Patent Litigation, Patent Prosecution, Patents, Trademarks
Education
Marquette University Law School 2006 — 2010
Juris Doctor
MARQUETTE UNIVERSITY GRADUATE SCHOOL 1999 — 2005
Doctor of Philosophy
Northwest University 1997 — 1999
Master of Science; Bachelor of Science
Northwest University 1993 — 1999
BS
Cognitive Capital, LLC February 2015 - May 2015
Sears Holdings Corporation April 2012 - September 2014
Northern Trust February 2012 - February 2012
Sears Holdings Corporation June 2011 - January 2012
Nuveen Investments December 2010 - February 2011
Northern Trust November 2009 - April 2010
Infinium Capital Management February 2009 - November 2009
Fortis Clearing Americas February 2007 - March 2009
JPMorgan Chase March 2006 - March 2007
Bank of America August 2004 - March 2006
Skills
Microsoft SQL Server, 2008 R2, Replication, Sybase, SQL Tuning, DB2, Database Administration, Data Modeling, MySQL, Disaster Recovery, T-SQL, SSIS, Databases, SQL, ETL, Production Support, Oracle, Data Warehousing, SSRS, Performance Tuning, Troubleshooting, Unix, SharePoint, Unix Shell Scripting, Shell Scripting, Windows Server, SDLC, Database Admin
Education
Marist College 1985 — 1987
M.S., Computer Science
University of Scranton 1977 — 1980
B.S., Computer Science
JPMorgan Chase November 2013 - Present
JP Morgan Chase September 2012 - November 2013
JPMorgan Chase February 2010 - September 2012
JPMorgan Chase March 2008 - February 2010
JPMorgan Chase March 2006 - March 2008
New York Life Insurance Company September 2005 - February 2006
Skills
Customer Service, Team Building, Training, Sales Management, Sales, 401k, Loans, Consumer Lending, Retail Banking, Banking, Branch Management, Leadership, Time Management, Branch Banking, Customer Satisfaction, Finance, Management
Education
Marquette University 1998 — 2002
Bachelors, Communications Major (Jour)
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase September 2013 - March 2015
JPMorgan Chase June 2013 - August 2013
JPMorgan Chase June 2011 - June 2013
Mutual of Omaha May 2010 - May 2011
Skills
Banking, Portfolio Management, Finance, Strategy, Financial Modeling, Credit, Financial Analysis, Financial Risk, Sales, Leadership, Investments
Education
Marist College 2007 — 2011
Bachelor of Science (B.S.), Business Administration - Finance, Accounting Minor
Deer Park High School 2003 — 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates March 2014 - Present
KPMG March 2013 - March 2014
Royal Bank of Scotland October 2011 - February 2013
GlobeOp Financial Services May 2006 - October 2011
Law Offices of Gregg M. Febbraio, P.C. January 2005 - February 2006
JPMorgan Chase July 2004 - January 2005
Skills
Compliance, AML, Real Estate, Hedge Funds, Asset Management, Fund Administration, Bank Secrecy Act, OFAC, Customer Due Diligence, Client On-boarding, Relationship Management, Cayman & Irish AML..., Transaction Surveillance, PEP's, Risk Assessment, Due Diligence, Asset Managment, KYC, Fund Of Funds, Alternative Investments, Banking, Investment Banking, Risk Management, Operational Risk
Education
Marist College 2004 — 2005
ABA Paralegal Certification, Criminal Law, Civil Procedure, Family Law, Wills, Trusts & Estates, Real Estate Law, Legal Research
State University of New York College at Oneonta 2000 — 2004
B.S., Human Ecology, Child Development & Family Studies, Psychology
HSBC November 2013 - Present
HSBC October 2011 - November 2013
Capital One Bank October 2010 - June 2011
JPMorgan Chase September 2005 - October 2010
Skills
Banking, Commercial Banking, Loans, Portfolio Management, Investments, Credit, Finance, Cash Management, Small Business Lending, Commercial Lending, Loan Origination, Retail Banking, Credit Analysis, Relationship Management, Credit Risk, Mutual Funds, Management, Customer Service, Consumer Lending, Lines Of Credit, Cross Selling, Risk Management, Sales, Financial Services, Wealth Management, Branch Management, Mortgage Lending, Mortgage Banking, Financial Analysis, Branch Banking, International Trade, Underwriting, Strategic Financial..., Commercial Mortgages, Insurance, Treasury Management, Retirement Planning, Key Person Insurance, Payments, Buy-sell Agreements, Community Service, Financial Planning
Education
Marist College 1998 — 2002
BA, Communications Radio/TV/Film
EverBank May 2013 - Present
JPMorgan Chase May 2010 - April 2013
JPMorgan Chase & Co. November 2004 - May 2010
Skills
VA loans, Credit Risk, Mortgage Banking, Mortgage Lending, Real Estate, Talent Management, Refinance, Loans, Recruiting, Cross Selling, Insurance, Sales, Series 7, Negotiation, Account Management, Asset Managment, Investment Properties, Customer Service, Credit, Finance, FHA, Retail Banking, Loan Origination, Series 63, Networking, Small Business Lending, Strategic Planning, First Time Home Buyers, FHA financing, Hiring, Risk Management, Portfolio Management, Banking, USDA, Equities, Financial Analysis, Wealth Management, New Business Development, Strategic Financial..., Financial Services, Sales Management, Commercial Lending, Consumer Lending, Commercial Banking, Management, Strategic Sourcing, Relationship Management, Cold Calling, Candidate Generation, Qualifying Candidates
Education
Marist College 2000 — 2004
BS, Marketing
Reynolds and Associates April 2008 - Present
JPMorgan Chase January 2007 - March 2008
Aames Home Loan June 2005 - December 2006
Fieldstone Mortgage Company April 2003 - June 2005
Citibank (Banamex USA) August 1993 - April 2002
ITT Financial Services August 1988 - August 1993
Skills
Risk Management, Financial Management, Financial Analysis, Credit, Loans, Banking, Mortgage Banking, Underwriting, Compliance, Mortgage Lending, Loan Origination, Mortgage, Mortgage Industry, Refinance, Insurance, Due Diligence, Process Improvement, Portfolio Management, Credit Analysis, Financial Services
Education
Marquette University 1995 — 1995
Continuing Education, Business Management
UCSB 1980 — 1984
BS, Economics
Walden University
Master's degree, Psychology
Grosvenor Capital Management August 2008 - August 2011
Wells Capital Management April 2007 - January 2008
Wells Capital Management June 2006 - March 2007
JPMorgan Chase August 2005 - January 2006
Skills
Hedge Funds
Education
Marquette University 2004 — 2008
Bachelor of Science in Business Adminstration, Finance, Accounting, Real Estate
Thrivent Financial November 2013 - Present
Champlain Capital Partners November 2011 - October 2013
Manning & Napier Advisors 2005 - 2011
Manning & Napier Advisors January 2002 - February 2005
JPMorgan Chase March 1995 - December 2001
Skills
Investment Management, Equities, Investment Strategies, Asset Allocation, Equity Research, Alternative Investments, Mutual Funds, Investment Advisory, Bloomberg, Asset Management, Fixed Income, Series 7, Investments, Portfolio Management, Separately Managed..., Series 63, Valuation, Wealth Management, ETFs, Securities, Capital Markets
Education
Marist College
Bachelor of Science (BS), Accounting and Finance
JPMorgan Chase May 2014 - Present
JPMorgan Chase August 2012 - May 2014
The Hit Doctor Academy 2012 - October 2012
Education
Marist College 2008 — 2012
Bachelor of Science (BS), Business Administration - Finance, Graduate
JPMorgan Chase 2011 - Present
Marsh 1987 - 2009
Education
Marist College 1982 — 1986
Accounting and Business/Management
Bank of America September 2009 - Present
Bank of America August 2005 - September 2009
JPMorgan Chase June 2003 - August 2005
Skills
Bankruptcy, Regulatory Requirements, Microsoft Office, Microsoft Excel, Financial Modeling, Strategic Negotiations, Portfolio Management, New Business Development
Education
Marquette University 1999 — 2003
Bachelor of Science, Finance and International Business
Wells Fargo Home Mortgage January 2012 - Present
JPMorgan Chase April 2007 - December 2011
Skills
Mortgage Lending, Mortgage Banking, Loans, Refinance, Loan Origination, Residential Mortgages, Credit, Credit Analysis, Banking, Underwriting, Consumer Lending, First Time Home Buyers, Investment Properties
Education
Marist College 2002 — 2006
Bachelor's degree, Business Administration and Management, General