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. June 2015 - Present
JPMorgan Chase March 2014 - June 2015
JPMorgan Chase January 2014 - March 2014
JPMorgan Chase September 2011 - January 2014
JPMorgan Chase February 2009 - September 2011
Skills
Project Management, Team Management, Risk Management, Credit Risk, Operational Risk, Leadership Development, Technology Management, Technology Integration, Strategic Planning, Project Governance
Education
Miami University 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Finance, General
US Bank April 2014 - Present
JPMorgan Chase February 2009 - April 2014
Citizens Bank August 2005 - February 2009
Skills
Credit, FHA, Loans, Mortgage Lending, Underwriting, VA loans, Analysis, Real Estate
Education
Miami University 2001 — 2004
Bachelor of Science (B.S.), Finance and Accounting
TransCounty Title Agency May 2015 - Present
JPMorgan Chase May 2012 - March 2014
The Huntington National Bank August 2008 - March 2011
First Franklin 2005 - 2007
Skills
USDA, FHA, Credit, Short Sales, Residential Mortgages, Refinance, Foreclosures, Insurance, First Time Home Buyers, Mortgage Lending, Selling, Banking, Credit Analysis, Real Estate Transactions, Negotiation, Loan Origination, Residential Homes, REO, VA loans, Referrals, Mortgage Banking, Customer Service, Loans, HUD, Real Estate, Condos, Sales, Sellers, FHA financing, Investment Properties, Investors
Education
Miami University 1983 — 1987
Bachelor of Science Business Management, Business Management
Pickerington
The Modal Shop Inc. January 2012 - Present
JPMorgan Chase June 2011 - December 2011
Lerner, Sampson & Rothfuss March 2011 - April 2011
Northwestern Mutual Financial Network May 2010 - September 2010
Brill Science Library August 2006 - May 2010
Queen City Lawn Care May 2007 - August 2008
Spring Grove Cemetery June 2005 - August 2006
Skills
Hard Worker, Sungard, Excel, Word, Determination, Teamwork, Microsoft Office, Financial Planning, Microsoft Excel
Education
Miami University 2006 — 2010
Bachelor, Accountancy
Elder High School 2002 — 2006
General
JPMorgan Chase January 1993 - Present
Skills
Matrix Management, Project Management, Marketing Communications, Strategic Partnerships, Strategic Communications, Business Networking, Professional Mentoring, Staff Development, Change Management, Customer Experience, Mortgage Lending, Management, Vendor Management, Mortgage Banking, Strategy, Business Analysis, Banking, Risk Management, Leadership
Education
Miami University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
JPMorgan Chase July 2014 - Present
SAP May 2013 - August 2013
Tennis Junction May 2007 - August 2012
Skills
Organizational..., Financial Analysis, Financial Modeling, Corporate Finance, Finance, SAP, Banking, Valuation, Portfolio Management, Business Analysis, Accounting, Financial Reporting, Bloomberg, Strategic Financial..., Risk Management, Analysis
Education
Miami University 2010 — 2014
Bachelor of Science (BS), Finance, General
St. Joseph's Preparatory School 2006 — 2010
JPMorgan Chase August 2013 - Present
Anthropologie October 2012 - August 2013
Advance Pierre Foods January 2012 - April 2012
Nestle S.A. May 2011 - August 2011
Perfect Planning Events September 2009 - August 2011
Skills
Social Media, Facebook, Microsoft Word, Email Marketing, Microsoft Excel, PowerPoint, Microsoft Office, Social Media Marketing, Customer Service, Leadership, Time Management
Education
Miami University 2010 — 2012
Bachelor of Science (B.S.), Business Marketing
OhioHealth February 2014 - Present
JPMorgan Chase April 2013 - February 2014
JPMorgan Chase October 2010 - April 2013
Wells Fargo Financial January 2010 - October 2010
UBS Financial Services, Inc. May 2009 - August 2009
Skills
Portfolio Management, Investments, Banking, Credit, Mutual Funds, Mortgage Lending, Management, Accounting, Real Estate, Sales, Finance
Education
Miami University 2006 — 2009
Bachelor's, Finance
JP Morgan Chase April 2007 - Present
JPMorgan Chase January 2007 - March 2007
JPMorgan Chase June 2006 - December 2006
Skills
Consumer Lending, Small Business Lending, Banking, Branch Management, Retail Banking, Team Building, Customer Service, Leadership, Sales Management
Education
Miami University 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Finance, General
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase October 2013 - September 2014
JPMorgan Chase & Co. May 2013 - October 2013
JPMorgan Chase September 2009 - April 2013
BMW Financial Services January 2003 - September 2009
Skills
Risk Management, Credit Risk, Commercial Banking, Finance, Financial Risk, Operational Risk, Process Improvement, Project Management, Change Management, Strategy, Leadership, Financial Regulation, Business Analysis, Credit Analysis, Underwriting, Commercial Lending, Commercial Real Estate, Corporate Finance, Banking, Automotive, Capital Markets, Consumer Lending, Due Diligence, Insurance, Negotiation, Relationship Management, Sales, Treasury Management, Valuation
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA
Miami University 1998 — 2002
Bachelor of Science (B.S.), Finance, Entrepreneurship
Deloitte Consulting August 2013 - Present
Deloitte Consulting September 2011 - August 2013
Deloitte Consulting September 2009 - August 2011
JPMorgan Chase June 2008 - August 2008
Skills
Management Consulting, Business Process..., Leadership, IT Strategy, Integration, Business Process Design, Business Analysis, Business Transformation, Business Strategy, Organizational Design
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Miami University 2005 — 2009
B.S. in Business, Finance, Decision Science
Groupon June 2015 - Present
Groupon January 2015 - June 2015
Groupon September 2013 - January 2015
MacMall February 2012 - September 2013
Apple February 2011 - November 2011
Apple August 2009 - February 2011
JPMorgan Chase December 2007 - July 2009
Skills
Retail, Sales, Management, Training, OS X, Customer Satisfaction, Customer Service, Direct Sales, Interviews, Leadership, Marketing, Microsoft Office, Social Media, Social Media Marketing, Time Management, Troubleshooting
Education
Miami University 2002 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Miami University
JPMorgan Chase August 2015 - Present
JPMorgan Chase July 2014 - August 2015
JPMorgan Chase May 2013 - July 2014
JPMorgan Chase May 2012 - August 2012
JPMorgan Chase May 2011 - August 2011
Education
Miami University 2009 — 2013
Bachelor of Science in Business (BS), Management and Organizations
JPMorgan Chase August 2012 - Present
JPMorgan Chase October 2010 - August 2012
Skills
Process Improvement, Microsoft Excel, Customer Service, Project Planning, Project Management, Microsoft Word, Microsoft Office, Strategic Planning, Negotiation
Education
Miami University 2002 — 2006
Bachelor of Science (BS)
Anna High School 1999 — 2002
JPMorgan Chase June 2012 - August 2012
Mutual Shareholder Services June 2011 - August 2011
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Miami University John E. Dolibois European Center 2011 — 2011
Ohio EPA October 2013 - Present
Ohio EPA April 2013 - Present
Miami University August 2012 - Present
Oxford West Apartments Coffee House July 2012 - Present
Gap Inc. November 2010 - January 2012
Telhio Credit Union March 2011 - August 2011
Neil House Brewery and Home-brew Supply Shop October 2010 - March 2011
JPMorgan Chase August 2009 - October 2010
Ohio Events June 2009 - August 2009
Wittenberg University September 2005 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook Express, ArcGIS, R Statistical..., Photoshop, Grant Writing, Field Research, PADI Open Water Diver, QuarkXPress, Event Planning, Marketing Event Planning, QuickBooks, Adobe, Illustrator, Qualitative Habitat..., Picasa
Education
Miami University 2011 — 2013
Master of Environmental Science, Environmental Science, 3.75
Wittenberg University 2005 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General
JPMorgan Chase March 2014 - Present
JPMorgan Chase & Co. July 2012 - March 2014
Kappa Alpha Order November 2010 - November 2011
Chase June 2011 - August 2011
European Study Abroad May 2010 - July 2010
Irwin Union Bank May 2007 - July 2007
Skills
Team Leadership, Decisive, Persistent, Social Media, Event Planning, Public Speaking, Market Research, Marketing, Microsoft Office, Marketing Strategy, Public Relations, Social Media Marketing, Leadership, PowerPoint, Microsoft Excel, Sales, Leadership Development, Analysis, Research, Competitive Analysis
Education
Miami University 2008 — 2012
BS, Marketing
Center Grove High School 2004 — 2008
The Townsend Group February 2014 - Present
Cleveland Research Company May 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Great American Insurance June 2011 - August 2011
Skills
Management, Risk Management, Finance, Market Research, Research, Financial Modeling, Public Speaking, Financial Analysis, Forecasting, Competitive Analysis, Investments, Economics, Portfolio Management
Education
2016 Level III Candidate in the CFA Program
Miami University 2009 — 2013
Finance
Shanghai University of Finance and Economics 2012 — 2012
Chinese Studies
Cardinal Solutions July 2014 - Present
JPMorgan Chase June 2013 - July 2014
JPMorgan Chase February 2012 - May 2013
JPMorgan Chase April 2011 - January 2012
Skills
Business Analysis, Visio, Requirements Analysis, SharePoint, User Acceptance Testing, Process Improvement, Balsamiq Mockups, Quality Center, Project Management
Education
Miami University 2004 — 2008
Bachelor of Arts (B.A.), Organizational Communication, General
Huntington National Bank March 2015 - Present
JPMorgan Chase February 2014 - October 2014
Black Letter Discovery August 2013 - February 2014
Montgomery County Public Defender, Juvenile Division March 2012 - May 2012
Trumbull County Court of Common Pleas June 2011 - August 2011
Richard S. Hlaudy, Attorney at Law May 2008 - August 2008
United States Air Force August 2002 - August 2006
Skills
Legal Writing, Document Review, Legal Research, Westlaw
Education
University of Dayton 2009 — 2012
Juris Doctorate, Law
Miami University 2006 — 2009
Bachelor of Arts (BA), Political Science and Government
JPMorgan Chase April 1998 - Present
Education
Miami University
BS in Business
JPMorgan Chase March 2012 - Present
Citi June 2011 - February 2012
JPMorgan Chase August 2008 - June 2011
JPMorgan Chase January 2008 - August 2008
JPMorgan Chase June 2007 - January 2008
JPMorgan Chase August 2006 - June 2007
Skills
Mutual Funds, Securities, Financial Services, Back Office, Requirements Gathering, Equities, Banking, Hedge Funds, Visio, Business Requirements, Financial Risk, Project Management, Access, Fixed Income, Business Engineering, Project Coordination, Project Planning, Process Improvement, Project Delivery, Risk Assessment, Risk Management, Data Management, Leading Meetings, Broker-Dealer Operations, Excel, Client Service, Operations, Transfer Agency, SAS70, Fund Of Funds, Entrepreneurship, Client Services, Microsoft Excel, Data Conversion, Data Analysis, Data Warehousing
Education
Miami University 2002 — 2006
Bachelors of Science in Business Administration, Finance, Marketing
J. P. Morgan Chase January 2012 - Present
J.P. Morgan April 2010 - December 2011
JPMorgan Chase 2007 - January 2011
American Express Corporate Services May 1990 - May 2007
American Express 1990 - 2007
Skills
Merchant Services, Credit Cards, Payment Card Processing, Debit Cards, Retail Banking, Mobile Payments, Payments, Cross Selling, Banking, Business Development, Cards, Electronic Payments, Financial Services, Payment Systems, Strategic Partnerships, Team Management, Training, Business Relationship..., Sales, CRM, Selling, Strategy, Credit, Customer Acquisition, Relationship Management, Loans, Loyalty Programs, Portfolio Management, Management, Account Management, Executive Management, Leadership, B2B, Customer Experience, Salesforce.com
Education
Benedictine High School
High School
Miami University
BS, Mass Communication
Universite Dijon
Conversational French & French Architecture Design
Software Guidance & Assistance December 2014 - Present
Information Control Company June 2014 - July 2014
Information Control Corporation January 2013 - February 2014
Information Control Corporation May 2012 - October 2012
JPMorgan Chase October 2002 - May 2012
The Home Foundry, LLC 2005 - 2012
Nsystems February 1999 - December 2001
Consolidated Stores 1996 - 1998
Miami University September 1994 - June 1996
Skills
Troubleshooting, Data Center, Documentation, Servers, System Administration, Project Management, MS Project, Windows, Software Documentation, Visio, Network Administration, Change Management, Cisco Technologies, IT Management, Program Management, Networking, Testing, Software Development, Databases
Education
Pennsylvania State University 2011 — 2015
Bachelors, Information Sciences and Technology
Miami University 1994 — 1996
University of Cincinnati 1991 — 1992
Zillow September 2014 - Present
Residential Finance September 2012 - August 2014
JPMorgan Chase August 2008 - August 2012
Alan Benjamin Mortgage Services July 2006 - November 2008
Skills
Residential Finance, Residential Finance..., Residential Finance..., RFC, Loan Officer, Loan Origination, Loan Originator, Mortgage Banking, Mortgage Lender, Mortgage Lending, Senior Loan Officer, 203K Loan, Adjustable Rate..., Conforming Loan, Conventional loan, DU Refi Plus, Fixed Rate Mortgages, HARP 2.0, High Balance Loan, Home Loan, Home Mortgage, Jumbo Loan, Mortgage, Refinance, Residential Mortgages, Reverse Mortgage, Second Mortgage, VA Loan, Veteran’s..., Debt consolidation, Fannie Mae, Freddie Mac, Federal Housing..., FHA, FHA financing, First time home buyers, Home Equity, Home Equity Loans, Mortgage Acceleration, PCTTD, USDA Rural Housing, Bexley, Ohio, New Albany, Ohio, Cash, Payment, Tax, Term, Columbus, Ohio, VA loans, Reverse Mortgages
Education
Miami University 1997 — 2002
Bachelor of Applied Science (BASc), Management Information Systems & Comparative Religion
Park Tudor School 1993 — 1997
West Monroe Partners January 2011 - Present
Guidon Performance Solutions October 2007 - January 2011
JPMorgan Chase October 2002 - October 2007
BISYS Fund Services August 1998 - June 2001
Skills
Lean Sigma, Capacity Planning, Resource Utilization, Process Improvement, Lean Manufacturing, Cross-functional Team..., Analysis, Banking, Six Sigma, Operations Management, Management Consulting, Business Strategy, Operational Excellence, Strategic Planning, Change Management, Business Process..., Financial Analysis, Financial Services, Management, Resource Management, Business Process, Business Transformation, Consulting, Strategy, Supply Chain
Education
The Ohio State University Fisher College of Business 2000 — 2002
MBA, Operations and Logistics Management, MIS
Miami University 1992 — 1996
BS, Finance, Marketing
JPMorgan Chase February 2013 - Present
JPMorgan Chase April 2010 - January 2013
JPMorgan Chase August 2005 - March 2010
Home City Federal Savings Bank October 2002 - August 2005
U.S. Bank July 1998 - October 2002
Citizens Federal FSB August 1996 - July 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Retail Banking, Branch Banking, Branch Operation, Branch Management, Call Center..., Business Analysis, Analysis, Risk Management, Banking, Process Improvement, Financial Services, Customer Service, Sales, Strategic Planning, PowerPoint, Financial Analysis, Leadership
Education
Urbana University 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Miami University 1991 — 1995
Bachelor of Arts (BA), Physics
Miami University 1991 — 1995
Bachelor of Arts (BA), Economics
JP Morgan Asset Management Vice PresidentJPMorgan ChaseFebruary 2000 - Present
JPMorgan 2000 - Present
JPMorgan Chase February 1995 - June 2000
Education
The Ohio State University 1990 — 1993
BSBA, Business
Miami University 1989 — 1990
Business
Worthington Christian 1986 — 1989
JPMorgan Chase April 2014 - Present
JPMorgan Chase July 2012 - Present
Miami University February 2009 - August 2012
Sherwin Williams May 2010 - January 2012
Skills
DDoS Mitigation, Network Security, Security Incident..., Splunk, Data Analysis, Computer Hardware, Social Media, Operating Systems, Microsoft Office, SharePoint, PowerPoint, Visio
Education
Miami University 2008 — 2012
Bachelor of Science, Business; Management Information Systems; Interactive Media Studies
Syracuse University
Masters of Information Management, Information Security
Alliance Data 2011 - Present
JPMorgan Chase January 2009 - November 2010
JPMorgan Chase June 2002 - January 2009
JPMorgan Chase 2000 - 2002
Bank One 1996 - 1998
Skills
Financial Analysis, Essbase, Financial Modeling, Finance, Budgets, Forecasting, Risk Management, Financial Reporting, Program Management, Banking, Strategic Financial..., Access, Accounting, Analysis, Business Analysis, Business Process..., Cash Flow, Cash Management, Corporate Finance, Credit, Income Statement, Internal Controls, Investments, Management, Managerial Finance, Mergers & Acquisitions, Portfolio Management, Process Improvement, Project Management, Sarbanes-Oxley Act, Strategy, Variance Analysis, Financial Planning
Education
University of Dayton 1988 — 1992
MBA, MBA - Finance Concentration
Miami University
BS in Bus Admin, Major - Finance
Fort Washington Investment Advisors, Inc. October 2014 - Present
JPMorgan Chase July 2011 - October 2014
Skills
Credit Analysis, Financial Modeling, Private Placements, Fixed Income, Microsoft Excel
Education
Miami University 2007 — 2011
Double Major in Business Economics and Decision Sciences
Abbott July 2015 - Present
Abbott January 2015 - July 2015
Abbott July 2014 - January 2015
Abbott January 2014 - July 2014
JPMorgan Chase June 2013 - August 2013
Abbott May 2012 - August 2012
Education
Miami University 2010 — 2013
Bachelor of Science (BS), Finance, Business Analytics, Magna Cum Laude
Boeing January 2015 - Present
Boeing September 2013 - August 2014
JPMorgan Chase June 2013 - August 2013
National Society of Black Engineers January 2013 - May 2013
Miami University-Mobile Learning Center May 2012 - May 2013
Talon Mobile LLC August 2011 - September 2012
Skills
Software Engineering, Java, Mobile Applications, Testing, Creative Problem Solving, JavaScript, Ruby, .NET, Eclipse, DevOps, Software Development, Public Speaking
Education
Miami University 2012 — 2014
Certificate, Engineering Leadership
Miami University 2011 — 2014
bachelor's of Science in Software Engineering, Computer Science and Software Engineering
Sinclair Community College 2010 — 2011
Liberal Arts and Sciences/Biology Emphasis
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase May 2013 - July 2015
Phi Sigma Pi National Honor Fraternity December 2010 - May 2013
Enterprise Holdings Inc. May 2012 - January 2013
Phi Mu Fraternity October 2010 - October 2011
Phi Gamma Nu Professional Business Fraternity September 2010 - September 2011
Forever 21 June 2011 - August 2011
Limited Brands, Inc. May 2010 - July 2010
YMCA of Greater Cincinnati May 2006 - August 2009
Skills
Sales, Fundraising, Customer Service, Leadership, Marketing, Public Speaking, Access, PowerPoint, Microsoft Office, Microsoft Excel, Spanish, Microsoft Word, Facebook, Event Planning, Social Media, Social Networking, Social Media Marketing, Sales Management, Public Relations, Market Research, Chinese, Mandarin, Data Analysis, Financial Analysis, Financial Risk, Long Term Business..., Multi-Cultural Team..., Solution Selling
Education
Miami University 2009 — 2013
Bachelor's, BS in Business, Marketing
Indian Hill High School 2005 — 2009
High School Diploma, College Prep
KeyBank 2015 - Present
JPMorgan Chase 2013 - 2015
JPMorgan Chase 2011 - 2013
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2008 - 2010
JPMorgan Chase 2004 - 2008
JPMorgan Chase 2002 - 2004
Skills
AML, Management, SAS, Quantitative Analytics, Bank Secrecy Act, Stata, Banking, Business Objects, Brio Query, KSTAT, Fortent (Actimize), OCC 2011-12, Mantas, Regulatory Guidelines, Compliance, Team Leadership, Anti Money Laundering, Risk Management
Education
Kellogg School of Management 2005 — 2008
Master of Business Administration (MBA), Decision Sciences, Analytical Consulting, Management & Strategy, Finance, Marketing
Miami University 1997 — 2001
Bachelor of Science (BS), Decision Sciences & Economics
PNC Financial Services Group September 2008 - Present
JPMorgan Chase March 2005 - September 2008
BankOne March 2005 - April 2006
TSA 2004 - 2005
Blockbuster 2001 - 2004
Hitachi Koki USA, Ltd. 2000 - 2001
Columbus Regional Airport Authority 1999 - 2000
The Ohio State University 1997 - 1999
Skills
Loans, Financial Analysis, Commercial Banking, Credit, Credit Analysis, Small Business Lending, Commercial Lending, Banking, SBA, Underwriting, Portfolio Management, Lines Of Credit, Consumer Lending, Retail Banking, Finance, Credit Risk, Merchant Services, Treasury Management, Corporate Finance, Credit Cards, Investments, Cash Management, Cash Flow, Loan Origination, Relationship Management, Manage Client...
Education
Miami University 2010 — 2012
Masters, Business Administration
The Ohio State University 1996 — 2000
BA, Aviation Management
Grange Insurance September 2007 - Present
JPMorgan Chase October 2006 - September 2007
Residential Finance Corporation December 2005 - September 2006
Nationwide Insurance May 2004 - November 2005
Motorists Insurance Group October 1999 - May 2004
Skills
Insurance, Risk Management, Financial Analysis, Customer Service, Investments, Financial Reporting, Accounting, Finance, Portfolio Management
Education
Miami University 1993 — 1998
Bachelor of Science, Accounting, Finance Minor
The Wendy's Company July 2013 - Present
JPMorgan Chase November 2012 - July 2013
Cardinal Health August 2011 - November 2012
American Electric Power December 2007 - August 2011
Innovative Joint Utility Services March 2006 - December 2007
Skills
Project Management, MS Project, SAP, Analysis, PMO, Project Portfolio..., Project Planning, Vendor Management, PMP, SharePoint, Budgets, Access, Management, Training, SDLC, Forecasting
Education
Miami University 2000 — 2004
Bachelor of Science (BS), Marketing
JPMorgan Chase & Co. August 2015 - Present
Miami Business Consulting September 2012 - December 2014
JPMorgan Chase June 2014 - August 2014
Shook Construction Co. December 2013 - May 2014
Liberty Hills Golf Club May 2010 - August 2013
Skills
Leadership, IT Audit, Information Systems, Relational Databases, Microsoft Office, Consulting, Teamwork
Education
Miami University 2011 — 2015
Bachelor's degree, Management Information Systems
J.P. Morgan July 2014 - Present
Miami University May 2012 - May 2014
Miami University United Way Student Foundation October 2010 - May 2014
JPMorgan Chase June 2013 - August 2013
Hillel: Association for Jewish Students May 2012 - May 2013
Miami University August 2011 - May 2012
Hillel: Association for Jewish Students May 2011 - May 2012
Education
Miami University 2010 — 2014
M/I Homes, Inc. June 2015 - Present
Army National Guard October 2002 - Present
EMCOR Facilities Services October 2014 - June 2015
Bank of America Merrill Lynch January 2012 - October 2014
JPMorgan Chase July 2010 - August 2011
Skills
Financial Analysis, Financial Modeling, Leadership, Risk Management, Finance, Process Improvement, Analysis, Investments, Banking, Corporate Finance, Credit, Microsoft Excel, Credit Analysis, Commercial Banking, Data Analysis, Business Analysis, Cash Management
Education
Miami University
Master of Business Administration (M.B.A.), Finance
University of Cincinnati College of Business 2008 — 2010
Bachelor of Business Administration, Finance
JPMorgan Chase October 2011 - Present
Citizens Bank, now part of FirstMerit Bank, N.A. June 2007 - January 2011
Wells Fargo November 2005 - June 2007
Charter One Bank September 1995 - October 2005
Education
Miami University 1979 — 1983
B.S., Accountancy
JPMorgan Chase January 2013 - Present
MPW August 2011 - October 2012
United States Marine Corps June 1998 - October 2011
United States Marine Corps March 2010 - August 2011
United States Marine Corps August 2008 - March 2010
United States Marine Corps June 2007 - August 2008
United States Marine Corps January 1999 - June 2007
Skills
Security Clearance, Operations Management, Supervisory Skills, Team Leadership, Training, Logistics, Logistics Management, Military Operations, Briefing, Process Improvement, Military, Military Experience, Navy, Process Scheduler, Project Planning, Operational Planning, DoD, Recruiting, Management, Government, Scheduling, Managerial Finance, Retail Banking, Command, Leadership, Team Building, Leadership Development, National Security
Education
Ohio University 2013 — 2014
Master of Business Administration (MBA)
Miami University 2003 — 2007
BA
J.P. Morgan July 2015 - Present
J.P. Morgan August 2012 - Present
JPMorgan Chase July 2011 - August 2012
Johns Hopkins University Carey Business School August 2009 - March 2011
Prolong Asset Management December 2010 - January 2011
United Nations, Department of Economic and Social Affairs, Sustainable Development June 2010 - August 2010
The Bank of New York Mellon June 2009 - August 2009
China Construction Bank June 2008 - August 2008
Skills
Equity Research, DCF, Valuation, Financial Modeling, Quantitative Analytics, Corporate Finance, Bloomberg, Investment Banking, Fixed Income, Equities, Bloomberg Terminal, Monte Carlo Simulation, Derivatives, Portfolio Management, Investments, Financial Analysis, Capital Markets, Mandarin, Economics, Due Diligence, Emerging Markets, Equity Valuation
Education
The Johns Hopkins University - Carey Business School 2009 — 2011
Master, Finance
Miami University 2007 — 2009
Bachelor, Finance, Computer Science and Technology
Shanghai Jiao Tong University 2005 — 2007
Bachelor, Computer Science and Technology
Mission Data May 2015 - Present
JPMorgan Chase June 2013 - April 2015
Anaren Microwave December 2012 - May 2013
Communication Service for the Deaf (CSD) September 2009 - December 2012
Miami University September 2007 - May 2009
ResNet Internet Services August 2004 - May 2007
Skills
Microsoft Office, Java, Microsoft Excel, HTML, SQL, Windows, Visio, Troubleshooting, Networking, PowerPoint, JavaScript, Spring Framework, Spring MVC, Hibernate, Informatica, Infrastructure
Education
Onondaga Community College 2012 — 2013
Associates in Applied Science, Computer Information Systems
Miami University 2007 — 2009
Master of Arts (M.A.), Philosophy
University of Wisconsin-Stevens Point 2004 — 2007
Bachelors of Arts, Philosophy, Political Science and Women’s Studies
JPMorgan Chase 2003 - Present
Education
Miami University 1987 — 1991
Bachelor of Science (BS), Accounting
J.P. Morgan June 2005 - Present
JPMorgan Chase March 2008 - June 2009
JPMorgan Chase January 2007 - March 2008
JPMorgan Chase July 2006 - January 2007
JPMorgan Chase June 2005 - August 2005
Education
Miami University 2002 — 2006
B.S., Finance, Political Science
JPMorgan Chase & Co. March 2014 - Present
JPMorgan Chase & Co. July 2012 - March 2014
JPMorgan Chase June 2011 - August 2011
World Economic Forum January 2011 - May 2011
First Miami Student Credit Union January 2010 - December 2010
EXPRESS May 2009 - December 2010
Sherwin Williams May 2010 - August 2010
University Hospitals of Cleveland June 2009 - August 2009
VSM Sewing Inc June 2005 - August 2007
Skills
Microsoft Office, Leadership, PowerPoint, Microsoft Excel, Financial Analysis, Management, Finance, Marketing, Public Speaking, Sales
Education
Miami University 2008 — 2012
Finance, Finance major, Entrepreneurship minor
JPMorgan Chase December 2013 - Present
Education
University of Delaware 1991 — 1992
Miami University 1986 — 1990
Bachelor of Business Administration (B.B.A.)
PNC September 2015 - Present
JPMorgan Chase October 2010 - September 2015
JPMorgan Chase October 2007 - September 2010
Wells Fargo June 2003 - October 2007
Great American Financial Resources February 2001 - May 2003
Skills
Loans, Mortgage Lending, Credit, Cross Selling, Mortgage Banking, Banking, Relationship Management, Consumer Lending, Retail Banking, Loan Origination, Small Business Lending, Financial Services, Branch Management, FHA, Refinance, Residential Mortgages, Credit Cards, Lines Of Credit, Sales, Investments, VA loans, Merchant Services, Retirement Planning, FHA financing, New Business Development, Branch Banking, Account Management, Customer Acquisition, Credit Analysis, Credit Risk, Mortgage Underwriting, Cash Management, Risk Management, Insurance, Portfolio Management, Management, Sales Management
Education
Miami University 1996 — 2000
Bachelor of Science (BS), Marketing
PREMIER System Integrators September 2013 - Present
Web Artisans LLC May 2013 - July 2014
JPMorgan Chase June 2013 - August 2013
Marathon Petroleum Company August 2012 - January 2013
Jacob's Chainmaille Supplies January 2008 - January 2013
GE Aviation May 2012 - August 2012
Talon Mobile LLC October 2011 - November 2011
Skills
JavaScript, C#, CSS, Web Development, Java, HTML 5, Mobile Applications, Web Applications, Database Design, ASP.NET, SQL, Project Management, MS Project, Subversion, Verilog, Matlab, User Interface Design, Visual Basic
Education
Miami University 2011 — 2014
Bachelor of Science (B.S.), Computer Engineering
PwC September 2015 - Present
PwC January 2014 - March 2014
Chemed Corporation June 2013 - August 2013
O'Bannon Creek Golf Club June 2009 - August 2013
JPMorgan Chase June 2012 - August 2012
Skills
Microsoft Office, SQL, JavaScript, HTML, CSS, Minitab, Peachtree
Education
Miami University 2011 — 2015
Accounting, Management Information Systems
Sycamore High School 2007 — 2011
JPMorgan Chase & Co. May 2014 - Present
JPMorgan Chase May 2013 - Present
JPMorgan Chase October 2011 - May 2013
JP Morgan Chase February 2010 - October 2011
MindWorks Strategies, LLC March 2009 - February 2010
The Longaberger Company October 2006 - February 2009
Longaberger January 2004 - October 2006
Longaberger June 2003 - January 2004
Huntington National Bank July 2001 - May 2003
Huntington National Bank May 1999 - July 2001
Skills
Direct Marketing, Marketing Strategy, Advertising, Event Planning, Web Marketing, Field Marketing, Cause Marketing, Campaign Plans, Marketing Communications, Email Marketing, Marketing, Segmentation, Interactive Marketing, Brand Management, Strategic Planning, Digital Marketing, Market Research, Leadership, Relationship Marketing, Brand Development, Sales, E-commerce, CRM, Strategy, Online Marketing
Education
Miami University 1983 — 1985
BS, Marketing
University of Denver 1981 — 1983
BS, Hotel Restaurant Management
Bexley High School 1977 — 1981
GE Aviation July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Outlook, Sales, Multivariable Calculus, Event Planning, Access, Social Networking
Education
Miami University 2011 — 2015
Bachelor of Science (BS), Finance, General, 3.3
JPMorgan Chase July 2013 - Present
Miami University August 2008 - May 2013
Nationwide Insurance May 2012 - August 2012
Nationwide Insurance July 2011 - August 2011
YMCA June 2008 - August 2010
Skills
Agile Methodologies, Java, SQL, HTML, Access, PowerPoint, JavaScript, CSS, Visio, Data Analysis, Microsoft Office, Microsoft Excel, Public Speaking, C++, Microsoft Word, Social Media, Teamwork, IT Solutions, Cucumber, Eclipse, Visual Studio, jQuery, XML, C, J2EE Application..., Project Management, Agile Testing, Automated Software..., RubyMine, .NET, C#, ReSharper, ASP.NET MVC, MVC, SQL Server Management..., LINQ, Web Applications
Education
Miami University 2008 — 2013
Bachelor of Science (BS), Computer Science
Nationwide Children's Hospital June 2014 - Present
The Scotts Miracle-Gro Company December 2013 - May 2014
JPMorgan Chase November 2011 - November 2013
Battelle Memorial Institute 2008 - September 2011
DSW, Inc. 2005 - 2008
Retail Ventures Inc 2001 - 2005
PepsiCo 1992 - 1995
Skills
Employee Benefits, Talent Acquisition, Full-cycle Recruiting, Applicant Tracking..., Technical Recruiting, Microsoft Excel, Account Management, Executive Search, Recruiting, SDLC, Training, Sourcing, Onboarding, Process Improvement, New Hire Orientations, Human Resources, Talent Management, College Recruiting, Interviews, Temporary Placement, Workforce Planning, PeopleSoft, Internet Recruiting, Employee Relations, Hiring, Succession Planning, Benefits Negotiation, Deferred Compensation, HRIS, Screening, Screening Resumes, Performance Management, Employee Engagement, Taleo, Staffing Services, Contract Recruitment
Education
Miami University
Bachelor of Arts (BA), Political Science/Pre-Law
Stick Out Social August 2012 - Present
Serial Entertainment LLC September 2008 - Present
Groupon August 2010 - July 2011
JPMorgan Chase May 2008 - August 2008
Skills
Cold Calling, Account Management, Entrepreneurship, Sales, Sales Management, Management, Trade Shows, Sales Operations, Salesforce.com, CRM, Social Media Marketing, Marketing, Leadership, Social Media, Online Advertising, New Business Development
Education
Miami University 2005 — 2010
Bachelor of arts, Chemistry, Finance, Entrepreneurship
Google October 2014 - Present
Google 2012 - October 2014
Motorola 2010 - 2012
PricewaterhouseCoopers 2008 - 2010
PricewaterhouseCoopers 2005 - 2008
PricewaterhouseCoopers 2004 - 2005
JPMorgan Chase 2003 - 2004
JPMorgan Chase 2002 - 2003
Skills
Internal Audit, Sarbanes-Oxley Act, Auditing, Internal Controls, Sarbanes-Oxley, IT Audit, Enterprise Risk..., Risk Management, Financial Reporting, COSO, Fraud, CISA, SEC filings, Risk Assessment, Financial Audits
Education
Miami University
B.S., Management Information Systems, Marketing
JPMorgan Chase
Skills
Microsoft Word, Financial Analysis, PowerPoint
Education
Miami University 2011 — 2015
Chalkstream Capital Group October 2013 - Present
JPMorgan Chase May 2013 - October 2013
JPMorgan Chase June 2012 - August 2012
Royal Bank of Scotland June 2011 - August 2011
Investment Banking Club August 2009 - April 2011
Skills
Microsoft Excel, PowerPoint, VBA, Valuation, Statistics, Data Analysis, Financial Modeling
Education
Miami University 2009 — 2013
Bachelor of Science in Business, Finance
Big Lots July 2014 - Present
J.P. Morgan August 2013 - July 2014
JPMorgan Chase August 2011 - August 2013
Merrill Lynch June 2010 - August 2010
Rossman & Co May 2009 - August 2009
Custom Color Designs June 2003 - August 2008
Skills
Analysis, Microsoft Excel, Microsoft Office, Financial Modeling, Customer Service, Financial Analysis, Investments, Finance, PowerPoint, Project Management, Sales, Team Leadership, Strategic Planning, Outlook, Leadership, Customer Satisfaction, Time Management, Organization Skills, SDLC, Agile Methodologies
Education
Miami University 2007 — 2011
B.S, Finance; Interactive Media Studies
The Riverside Company September 2011 - Present
The Riverside Company March 2013 - July 2013
Houlihan Lokey July 2010 - September 2011
GE Capital July 2008 - July 2010
JPMorgan Chase May 2007 - August 2007
Education
Miami University 2004 — 2008
Management Information Systems, Finance, Computer Science
JPMorgan Chase July 2013 - Present
GE Aviation June 2012 - December 2012
Harmony Systems and Service, Inc. May 2011 - August 2011
Heatherwoode Golf Club March 2010 - September 2010
Skills
Java, Relational Databases, Microsoft Excel, SQL, Sales, Time Management, Engineering, Process Improvement, Microsoft Office, Team Leadership, Leadership
Education
Miami University 2009 — 2013
Bachelor of Science (B.S.), Engineering Management with a focus in Systems Analysis, Senior
Oakwood High School 2005 — 2008
JPMorgan Chase September 2011 - Present
PwC September 2010 - September 2011
Education
Miami University 2006 — 2010
Bachelor of Science (B.S.), Finance/Accounting
JPMorgan Chase June 2008 - August 2008
The RetroFit Source March 2004 - May 2007
Education
Miami University 2005 — 2009
Finance & Entrepreneurship
JPMorgan Chase June 2005 - Present
JPMorgan Chase August 2010 - June 2011
JPMorganChase January 2010 - August 2010
EMC June 2004 - December 2004
Anthem BCBS January 2004 - June 2004
Cincinnati Bell Telephone January 2001 - December 2003
GE January 2003 - June 2003
Cincinnati Bell Technology Solutions 2000 - 2003
Compaq Computer Corp January 2000 - January 2001
Eclipse Combustion, Inc January 1999 - January 2000
Education
Miami University 1993 — 1994
Divisions Maintenance Group June 2012 - Present
JPMorgan Chase December 2009 - June 2012
JP Morgan Chase January 2008 - December 2009
Skills
Client Service, Account Management, Microsoft Office, Financial Reporting, Teamwork, Organizing
Education
Miami University 2003 — 2007
Business, Finance, Entreprenuership
JPMorgan Chase July 2014 - Present
Skills
PowerPoint, Data Analysis, Microsoft Excel, Teamwork, Financial Analysis, Economics, Leadership, Public Speaking, Pension Funds, Event Planning
Education
Miami University 2010 — 2014
Bachelor of Science (BS) Applied Mathematics, Bachelor of Arts (BA) Economics, Summa Cum Laude
Western Reserve Academy 2005 — 2009
Villanova University
ICON Advisers March 2013 - Present
Merrill Lynch July 2010 - March 2013
Deutsche Asset Management May 2007 - July 2010
JPMorgan Chase July 2005 - May 2007
Skills
MBA Finance, Series 7, Series 63, Financial Advisory
Education
Northwestern University - Kellogg School of Management 2008 — 2011
MBA, Finance, Business Strategy
Miami University 2001 — 2005
Bachelor of Science in Business, Finance
JPMorgan Chase May 2005 - Present
Education
Miami University 1996 — 2000
National Bank and Trust Company January 2014 - Present
Life Through The Lens, LLC (photography by Gayle Rothmeeler) April 2012 - Present
JPMorgan Chase July 2010 - December 2013
Key Bank 2009 - 2010
JPMorgan Chase February 2005 - February 2009
Skills
Loans, Banking, Credit, Small Business Lending, Mortgage Lending, Commercial Banking, Commercial Lending, Sales Management, Customer Service, Sales
Education
Miami University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Marketing and Management
J Wesley Consulting Co. June 2012 - Present
J Wesley Consulting Co. April 2011 - May 2012
The Ohio State University April 2009 - April 2011
Limited Brands, IT Security & Compliance April 2006 - April 2009
J Wesley Consulting Co. February 2005 - April 2009
JPMorgan Chase September 2005 - April 2006
JPMorgan Chase - IT Retail February 2005 - August 2005
Ohio Department of Mental Health March 2003 - February 2005
Diversified Systems, Inc. August 2001 - March 2003
Ohio Department of Job and Family Services November 2001 - January 2003
Skills
SDLC, Integration, Visio, PMP, Program Management, Software Documentation
Education
Miami University 1985 — 1989
BS, Computer Science/Systems Analysis
Additional Industry Training
see below
JPMorgan Chase June 2007 - Present
JPMorgan Chase July 2006 - June 2007
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Finance, Marketing, International Business
Miami University 2002 — 2006
Finance
Ultimate Software February 2013 - Present
Sheridan Healthcorp May 2012 - October 2012
Aplifi April 2011 - May 2012
JPMorgan Chase May 2003 - April 2011
LexisNexis August 2000 - December 2002
Skills
Requirements Analysis, SDLC, Microsoft SQL Server, Business Analysis, Software Project..., Visio, Agile Methodologies, Requirements Gathering, Business Requirements, Business Intelligence, Vendor Management
Education
Miami University 1996 — 2000
BS, Management Information Systems
The PNC Financial Services Group November 2014 - Present
JPMorgan Chase 2010 - 2014
The PrivateBank 2007 - 2010
LaSalle Bank 2006 - 2007
Skills
Commercial Banking, Commercial Lending, Finance, Credit Analysis, Loans, Financial Risk, Loan Origination, Relationship Management, Lines Of Credit, Due Diligence, Cash Flow Lending
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Finance and Management
Miami University
Bachelor of Science (BS), Business/Managerial Economics
Larkin High School
PNC Bank June 2008 - Present
JPMorgan Chase September 2001 - June 2008
Skills
Wealth Management, Credit, Commercial Banking, Cash Management, Banking, Commercial Lending, Loans, Leadership, Management, Credit Analysis, Finance, Strategic Planning
Education
Miami University 1997 — 2001
Bachelor of Science (BS), Finance, General
JP Morgan Chase November 2013 - Present
JPMorgan Chase July 2012 - October 2013
JP Morgan Chase July 2010 - July 2012
Washington Mutual April 2007 - July 2010
Bank of America August 2002 - April 2007
General Electric May 2000 - August 2002
Accenture August 1997 - May 2000
Skills
Banking, Portfolio Management, Financial Services, Six Sigma, Retail Banking, Credit, Risk Management, Vendor Management, Process Improvement, Credit Cards, Loans, Financial Analysis, Commercial Banking, Management, Mortgage Lending, Relationship Management, Credit Analysis, Credit Risk, Small Business Lending, Consumer Lending
Education
Miami University 1993 — 1997
BSBA - Finance; BS - Spanish
St. Charles Preparatory 1989 — 1993
Advent Capital Management October 2011 - Present
Credit Suisse December 2005 - October 2011
DKR Capital January 2003 - December 2005
GDO Capital September 2001 - January 2003
Citadel Investment Group June 1999 - September 2001
Houlihan Lokey 1995 - 1997
JPMorgan Chase 1993 - 1995
Skills
Investment Banking, Fixed Income, Derivatives, Equities, Capital Markets, Structured Products, Hedge Funds, Credit Derivatives, Equity Derivatives, Asset Managment, Portfolio Management, High Yield, Structured Finance, Investments, Proprietary Trading, Trading, Convertible Bonds, Volatility, Asset Management
Education
University of Chicago 1998 — 2001
Master of Business Administration (MBA), Finance
Miami University 1989 — 1993
Bachelor of Science (B.S.), Finance
JPMorgan Chase September 2010 - Present
JPMorgan Chase September 2006 - September 2010
JPMorgan Chase December 2003 - September 2006
Quick Solutions July 2003 - November 2003
Tek Systems February 2001 - July 2003
Cutler Hammer 2001 - 2003
Sterling Commerce 2001 - 2003
eGovNet May 2000 - February 2001
Qwest Communications April 1999 - May 2000
Compuware Corporation November 1998 - April 1999
Education
Miami University 1991 — 1995
Obtained a Bachelor of Arts, Political Science
Citigroup December 2013 - Present
Citibank, N.A. November 2012 - December 2013
CitiMortgage, Inc. September 2009 - November 2012
JPMorgan Chase June 2007 - January 2009
JPMorgan Chase (formerly WaMu) April 2004 - May 2007
Goldman Sachs Asset Management May 1996 - April 1998
Skills
Fraud, Risk Management, Risk Assessment, Internal Audit, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Process Improvement, Bank Secrecy Act, Mortgage Lending, Investigation, Private Investigations, Asset Managment, Financial Risk, Management, Due Diligence
Education
Miami University 1990 — 1994
B.S. Business Administration, Finance
JPMorgan Chase July 2003 - Present
Cap Gemini Ernst & Young May 2000 - July 2003
Ernst & Young September 1995 - May 2000
Education
Miami University 1991 — 1995
Bachelor of Science in Business Administration
JPMorgan Chase June 2009 - Present
Ann Taylor 2005 - 2006
Education
Miami University 2006 — 2008
Fifth Third Securities July 2010 - Present
JPMorgan Chase 2008 - September 2010
NatCity Investments 2005 - 2008
Education
Miami University
Western Reserve Academy
Huntington National Bank 2010 - 2015
JPMorgan Chase & Co. 2009 - 2010
BancOhio Financial 2006 - 2009
JPMorgan Chase 2004 - 2006
Skills
Credit, Banking, Loans, Mortgage Lending, Investments, Equities, Sales, Management, Loan Origination, Financial Analysis, Credit Analysis, Customer Service
Education
Miami University
BA
JPMorgan Chase 2001 - Present
Skills
Administrative..., Financial Analysis, Mortgage Lending, Management, Banking, Credit, Outlook
Education
Miami University 1966 — 1970
BS Education, English
JPMorgan Chase May 2012 - Present
Autumnwood Homes July 2009 - May 2012
PricewaterhouseCoopers September 2008 - June 2009
Rea & Associates, Inc. May 2008 - August 2008
PricewaterhouseCoopers May 2007 - August 2007
Skills
Jumbo Mortgage, Mortgage Banking, Mortgage Lending, Financial Analysis, Finance, Residential Mortgages, Income Tax, Tax, Accounting, Financial Reporting, Strategic Financial..., Dodd-Frank, Financial Accounting, Auditing, Financial Modeling, Internal Controls, US GAAP, Forecasting, Mergers & Acquisitions, Sarbanes-Oxley Act, Analysis, SEC filings, Tax Accounting
Education
Miami University 2004 — 2008
B.S., Business Accountancy
JPMorgan Chase July 2007 - Present
Bath & Body Works September 2003 - June 2007
Amgen 1997 - 2001
Skills
Cross-functional Team..., Product Development, Vendor Management, Process Improvement, Project Management, Product Management, Competitive Analysis, Leadership, Business Analysis, Management
Education
The George Washington University
Masters Certificate in Business and Public Management, Project Management
Miami University 1994 — 1997
Bachelor's of Art and Science, Mass Communication/Media Studies
San Diego Miramar College
Associate of Science in Administration of Justice, Criminology
Scout Alarm February 2013 - Present
Sandbox Industries April 2012 - July 2013
Foodini May 2012 - February 2013
JPMorgan Chase July 2010 - June 2012
Miami University May 2010 - September 2010
JPMorgan Chase May 2009 - August 2009
Rockstar Energy Drink August 2008 - May 2009
Skills
CSS, Ruby, Ruby on Rails, JavaScript, PHP, Java, HTML, Objective-C, MongoDB, Backbone.js, SQL, Python, MySQL, Web Development, Software Development
Education
Miami University 2006 — 2010
Bachelor, Systems Analysis
J.P. Morgan April 2012 - Present
J.P. Morgan May 2011 - April 2012
JPMorgan Chase March 2010 - May 2011
Wells Fargo June 2009 - March 2010
The Miami Student February 2008 - March 2009
Total Quality Logistics May 2008 - August 2008
Skills
Cold Calling, Marketing, Salesforce.com, Financial Analysis, Sales, Account Management, Social Media Marketing, Microsoft Excel, Customer Service, Credit, Social Media, Microsoft Office, Market Research, Leadership
Education
Miami University 2005 — 2009
Bachelor's, Marketing
St. Ursula Academy 2001 — 2005
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Real Estate Investments September 2013 - March 2015
Cole Capital January 2013 - September 2013
Cole Capital February 2012 - February 2013
MFS Investment Management September 2007 - February 2012
JPMorgan Chase May 2006 - September 2007
Northwestern Mutual 2000 - 2000
Skills
Alternative Investments, BDCs, Mutual Funds, REITS, Investments, Outside Sales, Retirement Planning, Asset Allocation, Face to Face Sales, Investment Strategies, Series 63, Series 7, Series 6, Territory Development, Salesforce.com, Mortgage Banking, Fixed Annuities, Banking, Sales Logix, Financial Advisory
Education
Miami University 1998 — 2003
Bachelor of Science in Business, Finance, Acounting, Economics
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase January 2014 - Present
JPMorgan Chase May 2012 - January 2014
JPMorgan Chase April 2011 - May 2012
JPMorgan Chase March 2009 - August 2011
JPMorgan Chase January 2008 - February 2009
Education
Miami University 2000 — 2004
BA, Diplomacy and Foreign Affairs, Spanish
BHS
Universidad de Sevilla
Mangen & Associates April 2015 - Present
JPMorgan Chase July 2010 - April 2015
Mangen & Associates June 2008 - July 2010
L.A. Tan May 2007 - August 2007
Skills
Microsoft Office, Finance, Microsoft Excel, Financial Analysis
Education
Miami University 2006 — 2010
Bachelor of Science in Business, Farmer School of Business, Major: Finance Minor: Management Information Systems
Vandalia Butler High School
H&R Block December 2008 - Present
JPMorgan Chase December 1997 - February 2009
Huntington National Bank April 1991 - August 1997
Education
University of Cincinnati 2010 — 2011
MS, Accounting
Miami University
BS
ms consultants, inc. September 2013 - Present
Manley Deas Kochalski, LLC June 2009 - September 2013
Manley Deas Kochalski, LLC May 2005 - June 2009
JPMorgan Chase February 2003 - May 2005
Skills
Legal Writing, Legal Research, Legal Assistance, Document Review, Bankruptcy, Document Drafting, Legal Documents
Education
Miami University 1994 — 1998
Bachelor of Arts, English Literature
JPMorgan Chase November 2010 - Present
JPMorgan Chase July 2007 - November 2010
Skills
Financial Analysis, Sudoku, Corporate Finance, Essbase, Financial Reporting, Financial Modeling, Forecasting
Education
Miami University 2003 — 2007
Business, Finance
JPMorgan Chase January 2014 - Present
Ernst & Young June 2011 - January 2014
JPMorgan Chase June 2009 - May 2011
Cardinal Health May 2008 - May 2009
Education
Miami University 2006 — 2010
B.S. in Business, Finance, Management Information Systems
Tyson Foods June 2015 - Present
ConAgra Foods June 2013 - June 2015
JPMorgan Chase June 2012 - August 2012
Miami University September 2010 - May 2012
Kinetic Worldwide May 2011 - August 2011
Mindshare June 2010 - August 2010
Skills
SAP BPC, Variance Analysis, Corporate Finance, Financial Reporting, Planning Budgeting &..., IRI, Corporate FP&A, Financial Analysis, Product Cost Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Financial Modeling, Social Media, Market Research, Research
Education
Miami Univeristy, Farmer School of Business 2009 — 2013
Bachelor of Science in Business, Finance, Marketing, Communications, 3.62/4.00
Miami University 2009 — 2013
Bachelor of Science (BS), Finance, Marketing
Mettler-Toledo International, Inc September 2014 - Present
JPMorgan Chase September 2011 - September 2014
United States Air Force August 2008 - August 2011
Integrity Information Technologies July 2001 - August 2011
Lockheed Martin 1990 - 2000
Skills
Program Management, Requirements Analysis, Information Assurance, SDLC, PMP, Risk Management, Integration, Process Improvement, Visio, Security Clearance, SharePoint, Business Analysis, Operations Management, ClearQuest
Education
Miami University 1979 — 1983
B.S., Accounting
Westfield Group/Westfield Insurance May 2013 - Present
Westfield Group/Westfield Insurance September 2011 - May 2013
Saint Ambrose Catholic Church 2010 - 2011
JPMorgan Chase June 1998 - December 2009
Chase Home Finance March 1995 - June 1998
Skills
Business Analysis, Technical Writing, Change Management, Project Management, Team Leadership, Thought Leadership, Strategist, Adaptability, Relator, Idea Generation, Maximizer, Software Project..., Group Presentations, Change Communication, ADKAR, Training, Leadership, Software Documentation
Education
Miami University
B. S., Communication
J.P. Morgan August 2007 - Present
JPMorgan Chase January 2005 - July 2007
Education
Miami University 1999 — 2003
Bachelor of Arts, Public Relations
JPMorgan Chase January 2012 - Present
JPMorgan Chase January 2008 - January 2012
JPMorgan Chase January 2002 - January 2008
JP Morgan Chase September 1999 - January 2002
Citi September 1997 - September 1999
Bank One / First USA April 1987 - September 1997
Skills
Business Analysis, Financial Services, Portfolio Management, IT Solutions, Solution Architecture, Technology Management, Client Service Oriented, Strategic Leadership, Tenacious Work Ethic, Strategic Planning, Team Leadership, Application Architecture, Credit Cards, Process Improvement, Small Business, Retail Banking, Vendor Management, Solution Focused, Customer Satisfaction, SDLC, Cross-functional Team..., Staff Development, Mentoring Of Staff, Banking
Education
Miami University 1982 — 1986
Bachelor of Applied Science (B.A.Sc.), Computer Systems Analysis with Minor in Accounting
Pioneer Creations August 2010 - Present
JPMorgan Chase January 2007 - July 2010
Skills
Retail, Customer Service, Sales Management, Comprehensive Planning, Product Design
Education
Miami University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Psychology
Hamilton Parker Company March 2015 - Present
JPMorgan Chase May 2010 - August 2014
Baths Plus, Inc. September 2006 - April 2009
Renewal of Cincinnati, Inc. January 2002 - April 2006
Skills
Microsoft Office, Project Management, Outlook, QuickBooks, Cash Management, Interior Design, Account Reconciliation, Bookkeeping, Customer Service, Contractors, Drawing, Office Management, Office Administration, Renovation, Accounts Receivable, Accounts Payable
Education
Southern Ohio College 1994 — 1995
Asscociates, Business and Interior Design
Miami University 1993 — 1994
N/A, General
JPMorgan Chase April 2007 - Present
Skills
Mortgage Lending, Credit, Mortgage Banking, Banking
Education
Miami University 1976 — 1980
BS, Business Administration with a concentration in Finance
JPMorgan Chase November 2011 - Present
Education
Miami University 2004 — 2008
Bachelor of Arts (BA), Strategic Communication