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
Coface North America April 2013 - Present
JPMorgan Chase March 2010 - April 2013
L & L Custom Finishes January 2008 - January 2009
Skills
Series 63, Investments, Series 6, Relationship Management, Financial Services, Finance, Sales, Mutual Funds, Retirement, Fixed Annuities, Life Insurance, Securities, Equities, Marketing, Budgets, Team Building, Coaching, Banking, Business Relationship..., Training, Sales Presentations, Business Development, Credit, Loans, Mortgage Lending, Retirement Planning, Small Business, Financial Analysis
Education
Pepperdine University 1993 — 1995
International Business
Central Texas College 1989 — 1991
English Literature (British and Commonwealth)
PwC November 2012 - Present
iCracked Inc. 2014 - 2015
PwC August 2011 - October 2012
JPMorgan Chase June 2010 - August 2010
Alpha Gamma Rho Fraternity January 2009 - June 2010
Alpha Gamma Rho Fraternity January 2009 - December 2009
Room Doctor Furniture Company May 2008 - August 2009
Alpha Gamma Rho Fraternity January 2008 - December 2008
University of Colorado at Boulder May 2006 - July 2006
Skills
IT & Business Strategy..., Executive Reporting, Project Management, Executive-level..., JIRA, Atlassian JIRA, SDLC, Agile Methodologies, Agile & Waterfall..., Agile Project Management, Entrepreneurship, Quality Assurance, Time Management, Visio, Process Improvement, Business Analysis, Quality Center, Analysis, PHP, MySQL, Outlook, SharePoint, Agile Testing, Zephyr, Scrum, PowerPoint, Agile Methodolgy, Microsoft Excel
Education
Penn State University 2006 — 2011
BA, Information Sciences and Technology, 3.45, 3.77 Major GPA
Revolution Wellness March 2011 - Present
Revolution Volleyball Club November 2011 - Present
The Athlete's Edge March 2013 - Present
Mrs. Gibble's Restaurant 1996 - Present
FirstHealth of the Carolinas January 2006 - February 2011
JPMorgan Chase July 2005 - December 2005
Skills
Performance Enhancement, Personal Training, ACSM Health Fitness, Volleyball, Coaching, Health, Fitness Training, Fitness, Exercise Physiology, Exercise Prescription, Exercise Instruction, Exercise, Athletic Training, Athletics
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Kinesiology and Exercise Science
Dropbox April 2015 - Present
Dropbox January 2015 - March 2015
Dropbox October 2014 - December 2014
Dropbox May 2014 - September 2014
Dropbox January 2014 - April 2014
Dropbox July 2013 - December 2013
Penn State University January 2011 - June 2013
JPMorgan Chase June 2012 - August 2012
Hess Corporation May 2011 - August 2011
Hess Corporation May 2010 - August 2010
Skills
Java, C++, Python, HTML, SQL, Databases, C
Education
The Johns Hopkins University 2015 — 2017
Master's Degree
Penn State University 2009 — 2013
Bachelor of Science (BS)
Penn State University 2009 — 2013
Bachelor of Science (BS)
Self-employed May 2002 - Present
Wells Fargo December 2012 - Present
JPMorgan Chase November 2008 - September 2011
Skills
Passive persuasion,..., Customer Service, Investments, Management, Marketing, Mortgage Lending, Budgets, Marketing Strategy, Microsoft Office, Sales, Team Building, Coaching, Process Improvement, Relationship Management, Customer Retention, Public Speaking
Education
Penn State University
Graphic Communications / Sociology
PrimeLending A Plains Capital Corporation October 2013 - Present
JPMorgan Chase July 2011 - October 2013
Heidt Financial, LLC February 2006 - July 2011
SunTrust Mortgage March 2000 - February 2006
Skills
Loans, Real Estate, Investments, Mortgage Lending, Sales Management, Financial Analysis, Strategic Planning, Marketing Strategy, New Business Development, Customer Service, Credit, Sales, Negotiation, Investment Properties, Business Strategy, Contract Negotiation, Microsoft Office, Finance, Team Building, Marketing, Project Management, Due Diligence, Retirement Planning, Residential Mortgages, Credit Analysis, Banking, Commercial Mortgages, REO, Investors, Loan Origination, Real Estate Economics, Commercial Lending, First Time Home Buyers, FHA financing, Refinance, VA loans, FHA, USDA, Residential Homes, Real Estate Financing, Mortgage Banking, Condos, Short Sales, Underwriting, Foreclosures, HUD
Education
University of Mississippi 1993 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Pensacola Junior College 1989 — 1991
Associate of Arts (AA), Political Science and Government
Bloomberg LP May 2015 - Present
Bloomberg 2009 - May 2015
JPMorgan Chase June 2008 - August 2008
JPMorgan Chase June 2007 - August 2007
Skills
Bloomberg, Access, Excel, Visual Basic, HTML, C++, Photoshop, Bloomberg Terminal, Web Design, VBA, PowerPoint, Analytics, Word, Microsoft Office, Business Analysis, Microsoft Excel, Vendor Management, Process Improvement, Research, Data Analysis, Microsoft Word, Equities
Education
Penn State University 2005 — 2009
BS, Finance
Tenafly High School
PIMCO September 2014 - Present
Lord, Abbett & Co. LLC September 2013 - August 2014
Lord, Abbett & Co. LLC June 2011 - October 2013
Penn State University August 2007 - May 2011
JPMorgan Chase June 2010 - August 2010
Education
Penn State University 2007 — 2011
B.S., Finance and International Business
TayganPoint Consulting Group June 2008 - Present
Johnson & Johnson Health Care Systems Inc. July 2005 - April 2008
JPMorgan Chase 2003 - 2005
Philips Lighting 2000 - 2003
Sharp Electronics 2000 - 2000
GE Capital 1987 - 2000
GE American Communications, Inc. 1987 - 2000
Skills
Business Process..., Process Improvement, Six Sigma, Strategy, Mergers, SAP, Project Management, Business Process Mapping, Management, Managerial Finance, Leadership, Lean Manufacturing, Negotiation, Team Building, Program Management, Shop Floor, Pharmaceutical Industry, Finance, Cross-functional Team..., Management Consulting, Budgets, Business Process, Training, Mergers & Acquisitions, Project Portfolio..., Business Transformation, Project Planning, Outsourcing, Operational Excellence, Business Analysis, Process Excellence, IT Strategy, Strategic Planning, Business Process Design, Vendor Management, Acquisition Integration, Business Intelligence, Process Management, Consulting, Balanced Scorecard, PMP
Education
Penn State University 1976 — 1982
BS, Accounting
Rider University 1995 — 1998
MBA
JPMorgan Chase November 2013 - Present
Comcast January 2000 - October 2013
United States Marine Corps May 1987 - May 1992
Skills
Business Process..., Change Management, Cross-functional Team..., Disaster Recovery, Military, Workforce Management, Visio, Vendor Management, Troubleshooting, VoIP, Telephony, Telecommunications, Technical Leadership, Team Leadership, System Deployment, Strategic Planning, Six Sigma, Project Planning, Project Management, Program Management, Product Management, Process Improvement, Police, Performance Management, Operations Management, Network Engineering, MPLS, IP, Ethernet, Computer Network..., Cisco Technologies, Call Centers, Leadership, Switches, Network Design, Broadband, Customer Experience, Customer Satisfaction, Management, Integration, Wireless, Routers, Cable Television, Cabling, Team Building, Data Center, Managed Services, Quality Assurance, Customer Service, TCP/IP
Education
Strayer University Jack Welch Management Institute Exec MBA 2010 — 2016
Master of Business Administration (M.B.A.), Business
Villanova University
Six Sigma Certified, Certified Six Sigma Professional
Learning Tree
Learning Tree
Learning Tree
Pennsylvania State University-Great Valley Graduate Center
Temple University
JPMorgan Chase July 2014 - Present
Bellefonte Historical Railroad Society January 2010 - Present
The Nutty Bavarian January 2008 - July 2014
Thomas J Rapak Accounting January 2006 - July 2014
Penn State College Republicans January 2012 - April 2014
AXA Advisors June 2013 - August 2013
Penn State Investment Association January 2010 - January 2012
Skills
Microsoft Excel, Financial Analysis, Payroll, Corporate Finance, Research, PowerPoint, Fundraising, Accounting, Analysis, Microsoft Office, Access, Microsoft Word, Public Speaking
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance
Sealed Air Corporation June 2014 - Present
Miracle Software Systems, Inc 2013 - 2013
Capital One 2011 - 2012
Magellan Health Services 2011 - 2011
Acosta Sales & Marketing 2009 - 2010
SunTrust Mortgage July 2007 - December 2009
JPMorgan Chase 2002 - 2007
BMC Software October 1998 - November 2001
Skills
Cognos Series 7..., Cognos 8 Framework..., Cognos 8 Report Studio, Cognos 8 Analysis Studio, Cognos 8 Query Studio, Cognos Transformer, Cognos 10 Business..., Business Objects..., Business Objects..., Business Objects..., SQL (Oracle, SQLserver,..., PL/SQL, Microsoft SQL Server, Business Objects, Cognos, SQL, Data Analysis, Databases, Data Warehousing, CRM, Analysis, Data Modeling, Business Intelligence, SDLC, ETL, Business Intelligence..., Management, Process Improvement, Business Analysis
Education
Penn State University
Mathematics
Ursinus College
B.S., Mathematics
JPMorgan Chase February 2014 - Present
BNY Mellon May 2013 - February 2014
CAMA Self-Directed IRA, LLC December 2010 - May 2013
Skills
Investments, Asset Management, Financial Analysis, Portfolio Management, Alternative Investments, Strategic Financial..., Investment Properties, Investment Advisory, Securities, Real Estate, Wealth Management, Loans, Valuation, Investment Strategies, Hedge Funds, Financial Services, Financial Planning
Education
Penn State University 2000 — 2005
Bachelor's degree, Hospitality Business Administration
Accenture March 2014 - August 2015
JPMorgan Chase June 2013 - August 2013
Progressive Insurance May 2012 - August 2012
FirstEnergy May 2011 - August 2011
Skills
Windows, Troubleshooting, Windows 7, Computer Hardware, Operating Systems, Android, Software, Maintenance & Repair, Hardware, Computer Security, Security, Software Installation, Servers, Consulting, Computer Repair, Networking, Windows 8, Windows 8.1, Java, C++, Microsoft Office, Windows Vista, Microsoft Excel, XP, PowerPoint, Microsoft Word
Education
Pennsylvania State University-Penn State Berks 2010 — 2013
Bachelor of Science (BS), Information Sciences and Technology, 3.77
BNY Mellon September 2013 - Present
PNC January 2012 - September 2013
JPMorgan Chase March 2011 - January 2012
JPMorgan Chase January 2003 - March 2011
Skills
Solution Architecture, Business Process..., Business Analysis, Requirements Analysis, SharePoint, Requirements Gathering, SQL, Risk Management, Business Intelligence, Oracle, Systems Analysis, Data Analysis, Unix, Solaris, Analysis, IT Operations, Project Delivery, Managed File Transfer, Connect Direct, Business Requirements, Cross-functional Team..., Testing, Project Management, Process Improvement, Visio, Data Center, SDLC, Team Leadership, Vendor Management, Software Project..., Service Delivery, Data Warehousing, Software Documentation, Integration, Enterprise Architecture, Disaster Recovery
Education
Pennsylvania State University-Erie Campus 1997 — 2001
B.S., Management Information Systems
Navy Federal Credit Union August 2014 - Present
Navy Federal Credit Union December 2012 - August 2014
University of West Florida January 2011 - August 2012
Romano's Macaroni Grill February 2011 - December 2011
Miller's Ale House February 2010 - January 2011
JPMorgan Chase January 2009 - August 2009
Doubletree Hotel March 2005 - August 2009
Best Buy November 2001 - August 2004
Skills
C++, Statistical Analysis..., Excel, Word, PowerPoint, Training Skills, Multitasker, Team Leadership, Innovative Thinking, Professional Standards, Microsoft Excel, Statistics, Microsoft Word
Education
University of West Florida 2011 — 2012
Bachelor of Science (B.S.), Financial Mathematics and Applied Statistics, 3.85
Pensacola State College 2009 — 2010
Associate of Arts, Mathematics, 3.86
Prudential Real Estate Investors February 2013 - Present
Prudential Real Estate Investors February 2010 - February 2013
JPMorgan Chase June 2009 - February 2010
Troystar Corporation June 2008 - August 2008
Nordstrom June 2007 - August 2007
Leto Commodities June 2004 - August 2006
Skills
Asset Management, Financial Analysis, Time Management, Qualitative Research, Quantitative Research, Communication, Commercial Real Estate, Task Management, Analysis, Accounting, Asset Managment, Finance, Investments, Valuation
Education
New York University - Leonard N. Stern School of Business 2015 — 2018
Master of Business Administration (MBA), Finance, Real Estate
Penn State University 2005 — 2009
BS, Finance, 3.93
IES Abroad- London, UK (Semester abroad) 2008 — 2008
N/A, International Business
Montville Township High School 2001 — 2005
GED, Gen Ed and Business
Morgan Stanley Wealth Management June 2013 - Present
IBM Global Business Services July 2010 - June 2013
JPMorgan Chase 2005 - January 2009
State Street Wealth Manager Services 2003 - 2005
Deutsche Bank Private Wealth Management 2003 - 2005
JPMorgan Chase 1989 - 2002
Mellon Bank 1982 - 1989
Electronic Data Systems 1979 - 1982
Skills
Portfolio Management, Trust Accounting, Brokerage, Requirements Analysis, Securities, PMO, SDLC, PMP, Business Analysis, Vendor Management, Back Office, IT Strategy, Requirements Gathering, Offshoring, Business Requirements, Program Management, Outsourcing, Visio, Capital Markets, MS Project, Process Improvement, Project Planning, Business Management, IT Management, Management Consulting, Banking, Project Delivery, User Acceptance Testing, Software Project..., Waterfall, Change Management, Business Transformation, Investment Banking, Equities, Acquisition Integration, Reporting & Analysis, Business Process..., Integration, Management, Project Management, Business Process..., Project Portfolio..., Strategy
Education
Stony Brook University 2009 — 2009
Certificate, Project Management Program
University of Pittsburgh 1982 — 1983
Business
Pittsburgh School of Computer Technology 1980 — 1981
Diploma, Computer Programming
Penn State University 1979 — 1981
Business
CoStar Group June 2015 - Present
Hines June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Skills
Real Estate Economics, Valuation
Education
Penn State University 2014 — 2018
Saint Albans School 2008 — 2014
J.P. Morgan October 2014 - Present
JPMorgan Chase February 2013 - October 2014
AXA Equitable August 2012 - January 2013
City of Bethlehem May 2011 - August 2011
Skills
Structured Products, Securities, Fixed Income, Bonds, Settlement, Retirement Planning, Life Insurance, Investments, College Savings Plans, 403 b, IRAs, 401k Rollovers, Qualified Retirement...
Education
Penn State University 2008 — 2012
Undergraduate, Accounting and Finance, 3.56
JPMorgan Chase August 2014 - Present
JPMorgan Chase October 2012 - August 2014
JPMorgan Chase October 2011 - October 2012
JPMorgan Chase January 2007 - April 2011
Bank of America February 2006 - December 2006
MBNA June 1999 - February 2006
United States Army Reserve August 1993 - March 2003
Skills
Credit Cards, Credit, Risk Management, Portfolio Management, Credit Risk, Banking, Financial Risk, Consumer Lending, SAS, Underwriting, Vendor Management, Fraud, Loans, Credit Analysis, Commercial Lending, Analytics, Forecasting
Education
Penn State University 1987 — 1993
B.A., Political Science
Tel Aviv University 1991 — 1991
Non-Degree Program, Overseas Student Program
JPMorgan Chase February 2013 - Present
JPMorgan Chase February 2012 - January 2013
JP Morgan Chase June 2011 - January 2012
JPMorgan Chase July 2009 - May 2011
JPMorgan Chase June 2008 - August 2008
The Hershey Company January 2007 - August 2007
Skills
Financial Analysis, Business Analysis, Derivatives, PowerPoint, Data Analysis, Analysis
Education
Penn State University 2004 — 2009
B.S., Finance, International Business, Chinese Language
The Chinese University of Hong Kong 2007 — 2007
International Business, Chinese Culture, History, and Language
JPMorgan Chase July 2014 - Present
KPMG Kuwait May 2013 - August 2013
Skills
Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Management Consulting, French, Photography, Financial Modeling
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Finance
JPMorgan Chase August 2013 - Present
University of Notre Dame Applied Investment Management Fund January 2013 - May 2013
University of Notre Dame August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
RSB Consulting August 2009 - July 2011
Trane August 2003 - August 2009
Accenture (formerly H.B. Maynard and Co, Inc) January 2001 - August 2002
North American Parts Distributors, Inc May 2000 - August 2000
Skills
Cross-functional Team..., Process Improvement, Project Management, Sales, Sales Management, Negotiation, Pricing, B2B, Manufacturing, Retail, Engineering, Investments, Pricing Strategy, Financial Modeling, Strategy, Competitive Analysis, Forecasting, Business Development, Marketing Strategy, Business Strategy, Leadership
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Masters of Business Administration, Concentration in Corporate Finance and Investments, Cum Laude
Penn State University 1998 — 2003
BS, Industrial Engineering
JPMorgan Chase October 2012 - Present
HSBC Card & Retail Services (Acquired by Capital One Financial) June 2007 - October 2012
ABN AMRO Bank N.V. (Acquired by Bank of America) June 2005 - June 2007
TravelCLICK Inc June 2003 - May 2005
UBS Wealth Management June 2002 - August 2002
Citibank May 2001 - July 2001
Skills
Tealeaf, Internet, Mobile Solutions, Accessibility, Web Design, Web Development, Web Services, Web Applications, Web Analytics, Electronic Payments, Credit Cards, Business Analysis, Program Management, Product Development, Problem Solving, Mobile, Mobile Applications, Mobile Technology, Voice of the Customer, Surveys, User Interface Design, User Experience, Customer Experience, Customer Satisfaction, Servicing, Internet Banking, Mobile Banking, Retail Banking, Commercial Banking, Digital Strategy, Strategic Thinking, Business Strategy, Internet Strategy, Mobile Strategy, B2B eCommerce, International Business, Quality Center, Banking, Web Project Management, Mobile Platforms, Platforms, WCAG, People-oriented, Oracle E-Business Suite, International Business..., Mobile Devices, Commercial Cards, Commercial Card, E-commerce, Analytics
Education
University of Illinois at Chicago (UIC) - Liautaud Graduate School of Business 2009 — 2012
MBA
Penn State University 1999 — 2003
Bachelor of Science
HR College of Commerce & Economics 1996 — 1998
HSC
Cathedral John Connon School 1990 — 1998
ICSE
Security Capital Research & Management June 2006 - Present
JPMorgan Chase November 2002 - June 2006
Bank One January 2001 - November 2002
Skills
Loans, Real Estate, Underwriting, Equities, Bonds
Education
Pensacola Christian College 1996 — 2000
BS
WESCO Distribution August 2013 - Present
WESCO Distribution July 2010 - Present
Penn State University August 2008 - August 2010
UniqueSoft June 2009 - August 2009
The Ohio State University June 2005 - July 2008
JPMorgan Chase 2004 - 2005
Skills
Business Development, Management, Cross-functional Team..., Strategy, Marketing, Chinese culture, Photovoltaics, Social Media Marketing, Trade Shows, International..., Entrepreneurship, Channel Partners, Channel Strategy, Distributors, Distribution Strategies, Marketing Strategy, Program Management, Sales
Education
Penn State University 2008 — 2010
MBA, Masters in Business Administration
The Ohio State University 2000 — 2004
BS
Sacred Heart College
Merrill Lynch - Bank of America April 2011 - Present
Merrill Lynch July 2009 - Present
TD Bank - Consultant May 2009 - July 2009
JPMorgan Chase April 2008 - December 2008
JPMorgan Chase January 2007 - March 2008
JPMorgan Chase April 2006 - January 2007
JPMorgan Chase September 2003 - April 2006
QVC February 1999 - May 2003
GE Capital December 1996 - January 1999
Saks Fifth Avenue August 1995 - December 1996
Skills
Business Analysis, Visio, SDLC, Integration, Process Improvement, MS Project, Requirements Gathering, PMO, Business Process, Project Management, Software Documentation, Change Management, Quality Assurance, User Acceptance Testing, Systems Analysis, Analysis, Project Planning, Vendor Management, Access, Strategy, Databases
Education
Pennsylvania State University-Great Valley Graduate Center 2000 — 2000
Certificate of IT Project Management
Rowan University 1977 — 1981
BA, Business Admin/MIS
Bishop Eustace
NVR Mortgage November 2013 - Present
Cinello Insurance Agency 1993 - Present
Bank of America Home Loans August 2012 - October 2013
JPMorgan Chase June 2009 - August 2012
Key Bank February 2009 - June 2009
JPMorgan Chase June 2008 - February 2009
Washington Mutual November 2005 - June 2008
First Magnus Financial August 2004 - November 2005
Bay Capital Corporation June 2004 - August 2004
Wells Fargo September 2003 - December 2003
Skills
FHA DE certified, VA LAPP and Automatic..., Mortgage Lending, FHA, Underwriting, Mortgage Banking, Refinance, Loans, Credit Risk, Credit, Credit Analysis, Finance, Financial Analysis, Mortgage Underwriting, VA loans, Loan Origination, Loss Mitigation, Risk Management, Auditing, Financial Risk, Non-Conforming, Loan Servicing, Residential Mortgages, Analysis, Investment Properties, Government Loans, FHA financing, Construction Loans, Mortgage Servicing, FHA Financing, VA Loans
Education
Penn State University 1982 — 1986
Bachelor of Arts, Spanish
Universidad de Salamanca 1985 — 1985
N/A, Spanish Language, Art and Culture
JPMorgan Chase June 2014 - Present
JPMorgan Chase July 2012 - May 2014
Skills
Leadership, Process Improvement, Project Management, Sales Operations, Microsoft Office
Education
Pennsylvania College of Technology
Bachelor of Science, Technology Management
JPMorgan Chase August 2011 - Present
American Management Association June 2009 - August 2011
Adsmart360 August 2006 - June 2009
ICT Group October 2005 - August 2006
KCnet September 2004 - December 2004
Education
Pennsylvania College of Technology 2004 — 2008
BS, Information Technology; concentration in Web and Application Development
Tri Towne Insurance Agency November 2011 - Present
Noisette Investigations February 2010 - Present
JPMorgan Chase February 2010 - July 2011
Skills
Finance, Fixed Income, Financial Analysis, Microsoft Office, Management, Public Speaking, PowerPoint, Leadership, Social Media, Program Management, Analysis, Strategic Planning, Project Management, Sales, Social Networking, Financial Services, Marketing, Fundraising
Education
Penn State University 2004 — 2009
Bachelor of Science, Accounting
KPMG Advisory July 2010 - Present
JPMorgan Chase June 2011 - April 2012
Penn State University September 2008 - August 2010
UBS Financial Services June 2009 - August 2009
Skills
Security, IT Audit, Information Security..., Risk Assessment, IT Strategy, Information Technology, SAS70, Microsoft Office, Project Management, Information Security, Auditing, FISMA, Sarbanes-Oxley Act, Microsoft Excel, NIST 800-53, Financial Advisory, Risk Management, FISCAM, Sarbanes-Oxley, Customer Service, Management, SOX Audits, Third Parties, Security Assessments, Advisory, HIPAA
Education
Penn State University 2006 — 2010
B.S, Information Sciences and Technology
On Q Financial (949) 640-6463 October 2011 - Present
Bank of America January 2006 - October 2011
JPMorgan Chase 2001 - 2006
Ingram Micro February 1995 - April 1999
Toshiba 1988 - 1991
Skills
Mortgage Lending, Refinance, FHA, Loans, Investment Properties, First Time Home Buyers, Underwriting, Finance, Residential Homes, Banking, Sales Management, Real Estate, Leadership, Foreclosures, Residential Mortgages, Mortgage Banking, Loan Origination
Education
Pepperdine University 1988 — 1990
MBA, Masters in Finance, International Business
University of Southern California 1984 — 1986
BA, Finance & Management
HSBC Securities (USA) Inc. April 2008 - Present
JPMorgan Chase September 1993 - April 2008
JPMorgan Chase 1993 - 2008
Skills
Wealth Management, Financial Services, Fixed Annuities, Securities, Retirement, Brokerage, Insurance, Series 7, Bank Broker-Dealer, Series 24, Mutual Funds, Compliance, FINRA, Equities, Annuity, Insurance Licensing and..., Portfolio Management, Asset Management, Risk Management, Banking, Leadership, Management
Education
Pepperdine University 1981 — 1983
MBA, Business Administration
University of La Verne 1979 — 1981
BS, Accounting
Whippany Park High School 1967 — 1969
JPMorgan Chase & Co. September 2015 - Present
Stare Interactive May 2010 - Present
JPMorgan Chase August 2011 - August 2015
JPMorgan Chase January 2011 - August 2011
Bailey Brand Consulting January 2000 - April 2010
Bailey Brand Consulting May 1998 - December 1999
Clipper Magazine 1997 - 1998
Clipper Magazine 1995 - 1997
Skills
Motion Graphics, Creative Direction, Multimedia, Art Direction, Storyboarding, Multimedia Project..., User Interface Design, User Experience, After Effects, Cinema 4D, Animation, Graphic Design, Video, Branding & Identity, Advertising, Logo Design, Corporate Identity, Photoshop, Adobe Creative Suite, Graphics, User Interface, Typography, Information Architecture, Email Marketing, Web Design, Layout, Interaction Design, SEO, Brochures, Go-to Guy
Education
West Chester University of Pennsylvania 1988 — 1992
B.F.A., Graphic Design
System Solutions, Inc. 1999 — 2000
Apple Certification of Achievement
American Graphics Institute 2000 — 2001
Apple Certification of Achievement
Pennsylvania State University-Great Valley Graduate Center 2001 — 2002
Continuing Education
Future Media Concepts 2008 — 2008
Apple Certification of Achievement
Chain IQ Group AG- a Spinoff Company from UBS May 2014 - Present
UBS 2012 - 2014
JPMorgan Chase 2010 - 2012
AllianceBernstein 2007 - 2010
Accenture 2005 - 2007
Skills
Strategic Sourcing, Business Process..., Project Management, Analytics, Spend Analysis, Ariba, Procure-to-Pay, Management Consulting, Procurement, Global Sourcing, Microsoft Office, Data Analysis, Vendor Management, Supplier Evaluation, Leadership, Salesforce.com, Supply Chain Consulting, Business Systems..., Cognos, Supplier Selection, Manugistics, Reports, SAP SRM, Supply Chain Management, Process Improvement, Business Process, SAP, Business Analysis, E-procurement, Financial Services, Business Process Design, Visio, Business Process..., Coupa, Salesfor, Payment Systems, Online Marketplace, Micro
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Management Operations Technology, Marketing, Management
Penn State University 2002 — 2005
Bachelor of Science, Supply Chain and Information Systems
JPMorgan Chase October 2008 - Present
WaMu August 2005 - October 2008
Marketration 2003 - 2005
Jersey Films 2003 - 2005
Raven Knite Productions 1999 - 2002
Skills
Loans, Commercial Lending, Finance, Commercial Real Estate, Real Estate Economics, Customer Service, Investments, Real Estate Financing, Loan Origination, Mortgage Lending, Underwriting, Valuation, Real Estate, Portfolio Management, Financial Modeling, Investment Properties, Financial Analysis, Credit, Commercial Mortgages, Mortgage Banking, Asset Managment, Business Development, Leadership, Personal Finance, Marketing, Strategic Planning, Asset Management
Education
Pepperdine University 1995 — 1999
JPMorgan Chase February 2011 - June 2013
Pacific Premier Bank April 2010 - December 2010
Pacific Premier Bank October 2008 - April 2010
Pacific Premier Bank May 2007 - October 2008
First Bank September 2006 - May 2007
Skills
Retail Banking, Portfolio Management, Loan Origination, Customer Service, Operations Management, Risk Management, Financial Analysis, Leadership, Financial Services, Deposits, Sales, Insurance
Education
Penn State University 2014 — 2016
Bachelor's Degree, Psychology
Washtenaw Community College 2013 — 2014
General Education, Psychology
Santa Barbara City College 2011 — 2013
General Education, Psychology
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase May 2013 - January 2015
ARAMARK May 2011 - May 2013
ARAMARK September 2009 - May 2011
ARAMARK January 2008 - September 2009
Hartefeld National May 2007 - September 2007
Skills
Catering, Food, Food Service, Menu Development, Fine Dining, Meeting Planning, Event Planning, Corporate Events, Culinary Skills, Food & Beverage, Hospitality, Hospitality Management, Restaurant Management, Restaurants, Food, Hotels, Hospitality Industry, Banquets
Education
Penn State University 2003 — 2007
HRIM, Hospitality Administration/Management
Westwood Wine February 2015 - Present
Foley Family Wines April 2014 - February 2015
Renaissance Technologies LLC April 2011 - February 2014
New York Vintners October 2009 - February 2014
Goldman Sachs April 2004 - May 2011
JPMorgan August 2002 - April 2004
JPMorgan Chase September 2001 - August 2002
Skills
Wine Education, Wine Tasting, Sales, Marketing Event Planning, Hedge Funds, Prime Brokerage, Series 7, Relationship Management, Middle Office, Series 63, Trading, Equities, Mutual Funds, Securities, FINRA, Investment Banking, Fixed Income, Derivatives, Asset Management, Alternative Investments, Credit, Swaps, Series 3
Education
Penn State University 1997 — 2001
BS, Finance
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase & Co. January 2014 - September 2014
JPMorgan Chase April 2012 - January 2014
Hill's Quality Seafood Market's Inc June 2006 - April 2012
Kolander Group May 2005 - May 2006
Skills
Contract Negotiation, Change Management, Hiring, Management, Team Building, Project Management, Financial Analysis, Process Improvement, Sales
Education
Penn State University 2000 — 2005
Bachelor of Science in Business
Bishop Shanahan High School 1996 — 2000
Pennsylvania Department of Transportation July 2015 - Present
Capital One July 2013 - June 2015
JPMorgan Chase March 2013 - July 2013
Pennsylvania Department of Transportation September 2012 - March 2013
ING DIRECT March 2011 - September 2012
Pennsylvania Gaming Control Board October 2009 - May 2011
AccuWeather.com May 2008 - October 2009
McDonald's Corporation August 2003 - August 2006
Skills
XML, JavaScript, iOS development, Android Development, .NET, Blackberry, iOS, Android, Core Data, AJAX, Objective-C, MySQL, C#, Microsoft SQL Server
Education
Pennsylvania College of Technology 2005 — 2008
Bachelors, Web & Applications Development
US Bank Home Mortgages August 2014 - Present
JPMorgan Chase April 2010 - April 2014
Mission Capital Mortgage 2000 - 2010
Mattel Interactive (Broderbund Software) 1997 - 2000
Jones Medical Pharmaceuticals 1994 - 1997
Skills
Mortgage Lending, Refinance, Mortgage Banking, Loans, Loan Origination, Residential Mortgages, Credit, Commercial Lending, Banking, Underwriting, Credit Analysis, First Time Home Buyers, Selling, Real Estate, Portfolio Management, Marketing, Commercial Mortgages, Real Estate Financing, Management
Education
Pepperdine University 1992 — 1995
MBA, BUSINESS
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (B.S.), Business
Bank of America September 2012 - Present
JPMorgan Chase August 2011 - September 2012
CoreLogic September 2006 - August 2011
Quality Texas Foundation 2007 - 2008
Citigroup October 2000 - September 2006
ContiMortgage 1996 - 2000
Bank of America January 1991 - January 1993
Skills
Six Sigma, Regression Testing, Process Improvement, Project Management, Risk Management, Strategy, Business Analysis, Management, Analysis, Vendor Management, Business Process, SDLC, Analytics, Auditing, Team Building, Strategic Planning, Continuous Improvement, Change Management
Education
University of North Texas 2015 — 2017
Business Administration, Management and Operations
ASQ 2009 — 2009
Quality Auditor
Quality Texas (Baldrige) 2008 — 2009
Examiner
Six Sigma U.S. 2006 — 2007
Six Sigma Black Belt, Quality, Six Sigma
Penn State University
English, Religion
PwC September 2015 - Present
PwC August 2012 - Present
Johnson & Johnson April 2010 - September 2012
JPMorgan Chase June 2005 - April 2010
Stop & Shop April 2005 - September 2005
Skills
Microsoft Office, Customer Service, Team Leadership, Cash, Tax, Audit, Excel, Word, PowerPoint, Teamwork, Typing, Fax, Telephone Skills, Customer Relations, Time Management
Education
Rutgers University 2007 — 2011
Bachelors of Science, Accounting & Managemenrt
Penn State University
Masters of Professional Studies in Human Resources and Employee Relations
JPMorgan Chase June 2014 - Present
JPMorgan Chase August 2012 - June 2014
JPMorgan Chase July 2011 - August 2012
JPMorgan Chase January 2011 - June 2011
JPMorgan Chase June 2010 - August 2010
Exelon Power Team June 2009 - August 2009
Penn State University - Smeal College of Business August 2008 - December 2008
Skills
Financial Statement..., Credit Analysis, Accounting, Financial Reporting, Valuation, Financial Analysis
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Accounting
Penn State University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Hodges Capital Management March 2015 - Present
Hodges Capital Management March 2014 - March 2015
View Capital Advisors November 2009 - February 2014
JPMorgan Chase November 2008 - November 2009
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA)
Pepperdine University 2002 — 2006
Bachelor of Arts (B.A.), International/Global Studies, Spanish
American Express February 2014 - Present
Citi Private Bank April 2013 - September 2013
JPMorgan Chase September 2011 - April 2013
Target September 2010 - September 2011
The Britto Agency January 2011 - April 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Event Planning, Facebook, Customer Service, Social Media, Spanish, Photoshop, Research, QuickBooks, Teamwork, Mac OS X, Editing, Team Leadership, Human Resources, Marketing, OS X
Education
Penn State University 2006 — 2010
Bachelor's Degree, Media Studies Law and Policy
School of the Future 2001 — 2006
Diploma, NA
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Liberty Mutual Insurance May 2013 - August 2013
Best Buy July 2012 - October 2012
Penn State University October 2011 - May 2012
Penn State University August 2010 - May 2011
Skills
Bilingual, C, C++, Verilog, Java, Unix, Microsoft Office, Network Engineering, JavaScript, HTML, CSS, Research
Education
Penn State University 2010 — 2014
Bachelor's Degree, Computer Engineering
PNC December 2014 - Present
JPMorgan Chase July 2004 - December 2014
JPMorgan Chase July 2004 - December 2011
Prudential Real Estate January 1999 - July 2004
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Credit, Refinance, FHA, Residential Mortgages, Banking, Credit Analysis, VA loans, USDA, FHA financing, Sellers, Property
Education
Penn State University 1987 — 1992
Penn State University 1987 — 1992
The Hershey Company September 2014 - Present
Enterprise Rent-A-Car December 2011 - September 2014
JPMorgan Chase September 2010 - October 2011
Epiphany Pictures August 2007 - September 2008
Bank of America September 2006 - May 2007
The British Museum September 2005 - December 2005
Skills
Customer Retention, Sales, Cold Calling, Profit, Sales Process, Sales Management, Account Management, Sales Operations, Customer Service, Marketing, Automotive, Inventory Management, Vehicles, Automobile, Direct Sales, B2B, Sales Presentations, Team Building, Recruiting, Retail, Leadership, Social Media
Education
Pepperdine University 2004 — 2007
Bachelor of Arts (B.A.), Communication, General
Aramark November 2014 - Present
Aramark May 2012 - November 2014
ARAMARK February 2010 - June 2012
JPMorgan Chase June 2007 - February 2010
JPMorgan Chase June 2007 - February 2010
JPMorgan Chase June 2007 - February 2010
Skills
Project Management, Operations Management, Financial Modeling, Cross-functional Team..., Financial Analysis, Forecasting, Process Improvement, Analysis, Finance, Financial Reporting, Project Planning, Leadership, Logistics, Inventory Management, Analytics, Performance Management, Budgets, Management
Education
Penn State University 2003 — 2007
Bachelors of Science, Finance
Northeast High School
Harlem Children's Zone December 2014 - Present
Decadent Delectables May 2013 - Present
JPMorgan Chase October 2011 - April 2013
TF Cornerstone May 2009 - August 2010
Rockrose Development Corp. August 2007 - May 2009
Skills
Negotiation, Bookkeeping, Real Estate, Customer Service, Microsoft Excel, Microsoft Office, Condos, Research, Microsoft Word, Marketing, Due Diligence, Financial Analysis, Project Management, Analysis, Software Documentation, Budgets, Asset Managment, Outlook, Leases, Social Networking, Event Planning, Team Building, Blogging, Editing, Property, Accounting, Management, Market Research, Asset Management
Education
Penn State 2001 — 2003
A. Philip Randolph Campus H.S. 1997 — 2001
Financial Industry Regulatory Authority (FINRA) November 2014 - Present
Barclays Investment Bank September 2013 - November 2014
JPMorgan Chase April 2010 - February 2013
Goldman Sachs June 2006 - February 2009
Skills
Financial Analysis, Equities, Capital Markets, Fixed Income, Investment Banking, Hedge Funds
Education
Stella Adler 2011 — 2011
Acting
Penn State University 2001 — 2004
BS, Finance
Lockton Companies May 2014 - Present
Lockton Companies September 2013 - April 2014
Pond Lehocky Stern Giordano January 2013 - June 2013
JPMorgan Chase November 2012 - January 2013
The World in Conversation Project August 2011 - December 2011
Outcome Engineering, LLC May 2011 - August 2011
Skills
Data Analysis, Econometrics, Statistics, Economics, PowerPoint, Statistical Modeling, Trend Analysis, Microsoft Office, Microsoft Excel, Employee Benefits, Insurance, Health Insurance, Leadership
Education
Penn State University 2008 — 2012
Bachelor's degree, Economics
Curtin & Heefner LLP May 2015 - Present
The First Judicial District of Pennsylvania, Philadelphia Court of Common Pleas April 2014 - Present
The First Judicial District of Pennsylvania, Philadelphia County Municipal Court November 2013 - April 2014
Uber 2014 - 2014
Michigan Employment Relations Commission November 2011 - January 2013
Wayne County Prosecutor's Office May 2011 - August 2011
TMS Capital Management September 2007 - November 2010
McCormick & Priore October 2000 - August 2010
JPMorgan Chase 2006 - 2006
Skills
Legal Research, Legal Writing, Westlaw, Courts, Litigation, Hearings, Lexis, Trials, Product Liability, Commercial Litigation, Motions, Personal Injury, Civil Litigation, Public Speaking, LexisNexis, Mediation
Education
University of Detroit Mercy School of Law 2010 — 2013
JD, Law
Penn State University
University of Westminster
Eagle Capital Management, LLC May 2013 - Present
JPMorgan Chase June 2011 - May 2013
JP Morgan Chase July 2010 - June 2011
Skills
Trading, Hedge Funds, Alternative Investments, Program Management, Investments, Internal Controls, Bloomberg, Project Planning, Project Management, Portfolio Management, Financial Services, Fund Of Funds, Internal Audit, Agile Methodologies
Education
Pennsylvania State University 2006 — 2010
BS, Finance
Bank of America 2009 - Present
JPMorgan 2001 - 2009
JPMorgan Chase 2000 - 2008
JPMorganChase 2000 - 2008
PSEG 1996 - 2000
PSEG Nuclear 1996 - 2000
Skills
Requirements Analysis, Business Analysis, Disaster Recovery, Application Lifecycle..., SDLC, Information Security, ETL, Visio, Requirements Gathering, Metrics, Sybase, Vendor Management, Agile Project Management, Process Improvement
Education
Penn State World Campus 2014 — 2016
Master's Degree, Computer Software Engineering
Penn State University 1983 — 1988
BS, Nuclear Engineering
BS NucEng
Deutsche Bank June 2015 - Present
Barclays Wealth and Investment Management June 2013 - August 2013
Citi June 2012 - August 2012
Wealth and Investment Management at Barclays May 2012 - May 2012
GNC February 2011 - May 2011
JPMorgan Chase June 2010 - July 2010
Skills
Private Equity, Microsoft Office, Microsoft Excel, Credit, Emerging Markets, FX Options, Finance, Hyperion Essbase, SAP R/3, salescomp, Oracle BI Interactive...
Education
Penn State University 2009 — 2014
Colegio Americano de Guatemala 2005 — 2009
Vanguard January 2015 - Present
Vanguard October 2013 - January 2015
Vanguard July 2012 - October 2013
JPMorgan Chase June 2011 - August 2011
Suncatcher Surf Shop May 2009 - August 2009
Skills
Social Media, Financial Analysis, Marketing, Microsoft Excel, Series 7, Series 63, Microsoft SQL Server, SPSS, PowerPoint, Management, Sales, Retail, Investments, Finance, Strategic Planning, Public Speaking, Customer Service
Education
Penn State University 2008 — 2012
Bachelor of Arts (BA), Marketing
Pacific Union Financial, LLC March 2015 - Present
Wells Fargo Home Mortgage May 2013 - Present
JPMorgan Chase July 2011 - May 2013
Skills
Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Underwriting, Credit, Refinance, FHA
Education
Penn State University 2010 — 2012
MS, Economic Development
University of Connecticut
BA, Urban Planning/Studies
Dun & Bradstreet July 2014 - Present
ADP July 2013 - July 2014
JPMorgan Chase April 2011 - July 2013
JPMorgan Chase April 2010 - April 2011
Dun & Bradstreet June 2008 - September 2009
Skills
Customer Relations, Financial Advisory, Corporate Communications, Management, Customer Service, Leadership, Salesforce.com, Sales, Strategy, Business Analysis, Sales Process, Microsoft Office
Education
All-Stars Business Program 2009 — 2009
Pennsylvania College of Technology
Studied Graphic Communications
Raritan Valley Community College
Associate’s Degree, Banking and Finance
EY June 2015 - August 2015
JPMorgan Chase June 2014 - August 2014
WSFS Bank May 2013 - January 2014
Penn State Dance Marathon October 2012 - February 2013
Skills
Teamwork, Leadership, Microsoft Excel, Time Management, Cash Handling Experience, Customer Service, Finance, Data Entry, Financial Analysis, Oral & Written..., Microsoft Office, Accounting, Adaptability
Education
Penn State University 2012 — 2017
Master of Accounting, Accounting and Finance
Charter School of Wilmington 2008 — 2012
On Q Financial August 2010 - Present
MetLife Home Loans July 2009 - August 2010
JPMorgan Chase April 1986 - June 2009
JPMorgan Chase 2002 - 2006
JPMorgan Chase 1994 - 1996
JPMorgan Chase 1992 - 1994
JPMorgan Chase 1990 - 1992
JPMorgan Chase 1986 - 1989
Bank of America September 1977 - April 1986
Bank of America 1980 - 1983
Skills
Mortgage Banking, Banking, FHA, Mortgage, VA, Loan Origination, Mortgage Lending, Residential Mortgages, Refinance, Loans, Credit, USDA, VA loans, Underwriting, FHA financing, Government Loans, Mortgage Marketing, First Time Home Buyers, Construction Loans, Loss Mitigation, Retail Banking, Reverse Mortgages, Mortgage Underwriting, Consumer Lending, Investment Properties, Risk Management, Home Equity Lines of..., Real Estate Financing, Management, Relationship Management, Certified Mortgage..., Sales, Portfolio Management, Financial Services, Finance, Referrals, Commercial Lending, Credit Analysis, Credit Risk, Commercial Mortgages, Mortgage Servicing, Home Equity Loans, Residential Homes, Investments, Real Estate Economics, Financial Structuring, Loan Servicing, HUD, Rates, Real Estate
Education
Pepperdine University 1980 — 1982
MBA, Business
San Jose State University 1972 — 1976
BS Marketing, Business
Tomasco Communications, LLC August 2008 - Present
JPMorgan Chase July 2005 - June 2008
FutureTech Consulting January 2004 - July 2005
AstraZeneca January 2004 - July 2005
IKON Office Solutions June 2000 - January 2004
Xerox Connect 1997 - 2000
Skills
Communications Planning, Corporate Communications, Strategic Communications, Marketing Communications, Public Relations, Internal Communications, Employee Communications, Communications Strategy, Executive..., Change Communications, Web Content, Portal/Intranet Content, Strategic..., Writing, Presentation Development, Editing, Marketing, Strategy, Creative Direction, Newsletters, Crisis Communications, Management, Program Management, Speech Writing
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2002
MBA
University of Delaware 1993 — 1997
BA, English, business and technical writing
Archmere Academy 1989 — 1993
Scientific Games June 2010 - Present
Idearc Media December 1997 - October 2009
JPMorgan Chase March 2004 - June 2006
Idearc Media 1997 - 2006
Skills
Flash, ActionScript, Web Content Management, Social Media Marketing, Promotions, Photoshop, Illustrator, Dreamweaver, After Effects, XML, Access, MS Project, Project Management, Oracle, Flash Professional, Six Sigma, HTML, Web Development, CMS, Adobe Creative Suite, Creative Direction, SharePoint, Adobe Acrobat, jQuery, Google Analytics, Mobile Applications, Joomla, Software Development, Team Building, Process Improvement, Digital Marketing, Web Design, Web Analytics, Social Media, Online Advertising, Marketing Strategy, CSS, Content Management, User Interface Design, Multimedia, Video, Product Management, Direct Marketing, Start-ups, Databases, Mobile Marketing, Integrated Marketing, Flash Animation, Agile Methodologies, Advertising
Education
Villanova University 2009 — 2010
Project Management, Business
Villanova University 2007 — 2009
Certification, Master Lean Six Sigma Black Belt
Pennsylvania State University-Great Valley Graduate Center 2008 — 2008
Certificate, Oracle Database Management
cherokee high school 1990
Whittier Law School June 2014 - Present
Thomas Jefferson School of Law May 2011 - June 2014
Earl B Gilliam 2010 - 2014
University of San Diego February 2010 - May 2011
Klehr, Harrison, Harvey, Branzburg & Ellers LLP 2005 - 2010
NBLSA 2004 - 2005
United States Securities and Exchange Commission 2004 - 2004
University of Wisconsin-Madison 2003 - 2004
Foley & Lardner LLP 2003 - 2004
JPMorgan Chase June 2000 - August 2002
Skills
Employment Law, Legal Research, Litigation, Mediation, Public Speaking, Legal Writing, Westlaw, Commercial Litigation, Research, Program Management
Education
University of Wisconsin Law School 2002 — 2005
Doctor of Law (J.D.)
Penn State University 1995 — 2000
Bachelor of Science (B.S.), Finance and International Business
Central High School 1991 — 1995
Lamberton
Conde Nast September 2012 - Present
Merck June 2005 - October 2012
JPMorgan Chase June 2004 - June 2005
Skills
Sales Operations, Management, Diabetes, Data Analysis, Cardiology, Endocrinology, Account Management, Market Analysis, Competitive Analysis, Salesforce.com, Sales Presentations, Product Launch, Advertising, Sales, Integrated Marketing, Marketing Strategy, Digital Marketing
Education
Penn State University 2000 — 2004
BS, Accounting
Fairway Independent Mortgage Corporation May 2011 - Present
Premier Capital Mortgage February 2009 - June 2011
Countrywide Bank, FSB October 2002 - February 2009
Countrywide Home Loans 2002 - 2009
JPMorgan Chase August 2006 - August 2007
CTX Mortgage 1997 - 2002
Skills
Recruiting, Public Speaking, Mortgage Lending, Rates, New Business Development
Education
Pepperdine University 1989 — 1993
BA, Public Relations
Portsmouth High School 1988 — 1989
Milford Area Senior High 1984 — 1988
JPMorgan Chase September 2008 - Present
Penn State University January 2008 - May 2008
EMC September 2007 - January 2008
Education
Penn State University 2003 — 2008
B.S., Information Sciences & Technology
Clean & Clad January 2014 - Present
BMC Fund February 2008 - December 2013
SkySite Properties February 2006 - January 2008
Integrated Real Estate Group March 2003 - January 2006
JPMorgan Chase June 2000 - September 2002
Skills
Equities, Hedge Funds, Fixed Income, Portfolio Management, Valuation, Options, Bloomberg, Financial Modeling, Asset Management, Derivatives, Private Equity, Investments
Education
Penn State University 1996 — 2000
Bachelor of Science (BS), Finance
JPMorgan Chase & Co. July 2014 - July 2015
JPMorgan Chase June 2013 - August 2013
Education
Penn State University 2010 — 2014
Bachelor's Degree, Finance, Minor in International Business
The Institute at Palazzo Rucellai 2013 — 2013
Arts and Humanities
JPMorgan Chase October 2011 - Present
Skills
Agile Project Management, Agile Methodologies, Scrum, SDLC, Software Project..., Software Development, SOA, Enterprise Architecture, Mobile Payments, Mobile Applications, Mobile Design, XML, Web Services, Web Applications, Java, Java Enterprise Edition, Requirements Analysis, Integration, Software Engineering, Unix, Software Design, Solution Architecture
Education
Pennsylvania State University-Great Valley Graduate Center 1991 — 1995
ME
Rensselaer Polytechnic Institute 1987 — 1991
BS
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase May 2012 - September 2014
GSI Commerce February 2012 - May 2012
J.P. Morgan Retirement Plan Services June 2010 - February 2012
Regulatory DataCorp August 2007 - May 2010
Chase December 2004 - August 2007
Health Market Science March 2004 - December 2004
Fusura August 2002 - July 2003
Education
Pennsylvania State University 1996 — 2001
BS, Computer Engineering
HSBC Global Banking and Markets January 2015 - Present
UBS Financial Services November 2008 - December 2014
UBS Investment Bank 2006 - 2008
JPMorgan Chase 2004 - 2006
JPMorgan Chase 2001 - 2004
JPMorgan Chase 2000 - 2001
GMAC Mortgage 1997 - 2000
GMAC Mortgage 1995 - 1997
Advanta Financial Corporation 1991 - 1995
Skills
Structured Products, Investment Banking, Financial Markets, Derivatives, Operational Risk..., Risk Analysis, Project Management, Relational Databases, Database Administration, Data Analysis, Financial Analysis, Wealth Management, Internal Controls, Financial Control, Risk Control, Program Management, Middle Office, MS Office Suite, Fixed Income Products, Financial Modeling, Predictive Modeling, Alternative Investments, Persuasive..., Microsoft Excel, Access Database, SharePoint, Microsoft Word, MS Project, Visio, Complex Products, Residential Mortgages, Credit Cards, PowerPoint, Fixed Income
Education
Penn State University
B.S., Finance
Temple University
M.B.A., Finance
Carney Group September 2012 - November 2012
Catalyst 360 August 2012 - September 2012
Ally Bank July 2008 - January 2012
JPMorgan Chase June 2000 - July 2008
Express Scripts December 1998 - June 2000
Advanta/Fleet June 1996 - December 1998
Education
Pennsylvania State University-Great Valley Graduate Center 2000 — 2002
Master's of Business Adminstration
AllianceBernstein April 2010 - Present
AllianceBernstein July 2008 - March 2010
Bernstein Global Wealth Management April 2007 - June 2008
JPMorgan Chase August 2006 - March 2007
sanofi-aventis February 2005 - July 2006
USN May 2000 - January 2005
Education
Penn State University 1996 — 2000
JPMorgan Chase May 2014 - Present
JPMorgan Chase October 2009 - Present
Bank Of America May 2007 - October 2010
Washington Mutual 2001 - 2006
HomeSide Lending 1985 - 2006
Skills
Banking, Loans, Credit, Customer Service, Mortgage Lending, Credit Analysis, Financial Analysis, Credit Cards, Loan Origination, Small Business Lending, Commercial Lending, Consumer Lending, Risk Management
Education
University of West Florida 1976 — 1977
Education
Pensacola Junior College 1974 — 1975
Associate of Arts (AA), Elementary Education and Teaching
DFC Global Corp August 2011 - Present
JP Morgan Chase January 2007 - July 2011
JPMorgan Chase July 2005 - January 2007
JP Morgan Chase April 2002 - June 2005
Citi March 2001 - April 2002
Bank One February 1998 - March 2001
Skills
Financial Services, Business Analysis, Credit Cards, Credit Risk, Databases, Analysis, Data Analysis, Risk Management, Database Marketing, Banking, Analytics, Process Improvement, Business Intelligence, Fraud, SAS, Management, Financial Modeling, Portfolio Management, SDLC, Business Strategy
Education
Penn State University 2006 — 2008
Master of Business Administration (MBA)
University of California, Los Angeles 1994 — 1996
Master of Public Health (MPH)
National Yang Ming Medical University 1988 — 1992
BS, Medical Technology
Taipei First Girls' High School 1985 — 1988
Banchiao Elementary school
Coventry Health Care May 2008 - Present
SynergIT November 2007 - May 2008
JPMorgan Chase January 2006 - November 2007
Grange Insurance February 2000 - January 2006
Sterling Commerce January 1999 - January 2000
Cooper Industries December 1996 - January 1999
Education
Pennsylvania State University-Erie Campus 1992 — 1996
JPMorgan Chase August 2008 - Present
JPMorgan Chase October 2004 - August 2008
Sanchez Computer Associates 2001 - 2004
IKON Office Solutions 2000 - 2001
NBC 10 2000 - 2000
Education
Pennsylvania State University-Great Valley Graduate Center 2002 — 2004
Masters, Information Science
Temple University 1995 — 2000
BBA, Accounting & Business Law
Matawan Regional HS
JPMorgan Chase June 2000 - Present
Skills
Derivatives, Fixed Income
Education
Penn State University 1996 — 2000
Bachelor of Science, Finance/Economics
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase June 2013 - Present
Goldman Sachs June 2007 - December 2012
Goldman Sachs June 2007 - January 2010
UBS February 2005 - June 2007
Skills
Securities, Trading, Investment Banking, Hedge Funds, Equities, Derivatives, Financial Modeling, Valuation, Fixed Income, Capital Markets, Prime Brokerage, Middle Office, FX Options, Bloomberg, Credit Derivatives
Education
Penn State University 1998 — 2001
Bachelor of Science (BS), Labor and Industrial Relations
Pennsylvania State 1997 — 2001
Bachelor of Science (BS), Labor and Industrial Relations
JPMorgan Chase May 1987 - Present
JP Morgan Chase Co May 1987 - Present
Education
University of West Florida - College of Business 1981 — 1986
Pensacola Junior College
JPMorgan Chase June 2008 - Present
Bear Stearns 2004 - 2008
Merrill Lynch December 1997 - May 2004
Skills
Fixed Income, Securities, Equities, Capital Markets, Investment Banking, Bonds, Accounting, Loans, Leveraged Finance, Finance
Education
Penn State University 1990 — 1994
BS, Finance, General
Syosset High School
JP Morgan Chase April 2014 - Present
JP Morgan Chase June 2007 - April 2014
JPMorgan Chase 2005 - 2010
JP Morgan Chase June 2005 - June 2007
LaFrance Corp January 2000 - April 2002
Skills
Process Improvement, Business Analysis, Banking, Vendor Management, Analysis, Credit Cards, Analytics, Financial Services, Project Management, Business Process
Education
Penn State University 1994 — 1998
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase July 2008 - November 2014
JP Morgan Chase January 2008 - July 2008
JP Morgan Chase May 2005 - January 2008
American Business Financial Services January 2003 - April 2005
Skills
Loan Origination, Mortgage Lending, Mortgage Banking, Credit, Underwriting, Loans, Credit Analysis, Residential Mortgages, Consumer Lending, Credit Risk, Refinance, Risk Management, Mortgage Underwriting, Banking, Financial Analysis, Financial Risk, Conflict Resolution, Project Management, Data Analysis
Education
Penn State University 1996 — 2001
Bachelor of Science, Marketing and Business Administration
Bishop Eustace 1992 — 1996
High School Diploma
Kuranda Financial Mortgage Inc. EST1996 May 2015 - Present
Reliance First Capital November 2014 - February 2015
Hope LoanPort January 2013 - August 2014
Home Finance of America June 2010 - January 2013
Wells Fargo Home Mortgage March 2009 - March 2010
Acsys, Inc. a subsidary of Randstad July 2008 - March 2009
JPMorgan Chase October 2005 - July 2008
SouthStar Funding January 2004 - October 2005
JM & Company December 2000 - January 2004
Skills
Investment Properties, Refinance, Residential Homes, Real Estate, Mortgage Lending, Foreclosure Alternatives, Sales, Finance, Loans, Credit, Foreclosures, Mortgage Banking, Residential Mortgages, FHA, Loan Origination
Education
Penn State University 1979 — 1983
BS, Administrative Management
Penn State University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Freddie Mac October 2012 - Present
Opus Bank October 2010 - December 2011
Washington Mutual (acquired by JPMorgan Chase) 2005 - 2009
JPMorgan Chase 2001 - 2005
JPMorgan Chase 1997 - 2001
GE Capital/GE 1983 - 1997
Skills
Commercial Banking, Operations, Mergers, Strategic Planning, Integration, Change Management, Real Estate, Vendor Management, Financial Planning, Planning, Customer Service, Business Analysis, Business Strategy, Business Planning, Banking, Financial Analysis, Program Management
Education
Penn State University 1980 — 1983
BS, Accounting
JPMorgan Chase June 2009 - Present
JPMorgan Chase January 2007 - November 2009
Bank One May 2004 - December 2006
Bank One March 2002 - April 2004
Bank One October 2000 - February 2002
First USA May 1999 - September 2000
First USA May 1998 - April 1999
First USA December 1997 - April 1998
MBNA November 1994 - November 1997
MBNA June 1994 - October 1994
Skills
Data Warehousing, Unix, SAS, Excel, Abinitio, Credit, Requirements Gathering, Business Analysis, Test Director, SQL, ETL, User Acceptance Testing, Data Analysis, Analytics, Quality Center, Banking, Credit Cards, Credit Risk, Data Quality, Risk Management, Requirements Analysis, Data Management, Program Management, Systems Analysis, Documentation, Quality Assurance, Visio, Data Modeling, Business Requirements, Business Intelligence, SDLC, Vendor Management, Software Project..., Oracle, Project Management, Databases
Education
Pennsylvania State University-Erie Campus 1988 — 1992
BS, Psychology
US Bank June 2008 - Present
Wilmington Finance January 2006 - June 2008
JPMorgan Chase March 2002 - December 2005
Advanta August 1997 - March 2002
Skills
Mortgage Banking, Business Analysis, Portfolio Management, Financial Analysis
Education
Penn State University 1992 — 1996
BS, Finance
Professional communicator with a passion for precise use of language Web editor News writer 2013 - Present
US Foods 2009 - 2013
JPMorgan Chase 2004 - 2009
Bank One 1997 - 2004
First Chicago NBD 1995 - 1997
Skills
Internal Communications, Newsletters, Press Releases, Marketing Communications, Copywriting, Advertising, Editing, Marketing, Marketing Strategy, Copy Editing, Crisis Communications, Management, Product Management, Brand Management, Web Design, Web Content, Proofreading, Direct Mail, Publications, Communications Planning
Education
Penn State University
BA, English
Penn State University
BA, Linguistics
University of Pittsburgh
MEd, Communications
PNC Bank 2007 - Present
JPMorgan Chase 1985 - 2007
Skills
Strategic Financial..., Acquisition Integration, Due Diligence, Customer Profitability, Financial Forecasting, Operating Budgets, M&A Modeling, Capital Adequacy, Financial Modeling, Financial Risk..., Shareholder Value, Process Improvement, Expense Management, Shared Services, Commercial Banking, Treasury Management, Banking, Management, Portfolio Management, Finance, Credit, Financial Planning, Risk Management, Loans, Financial Analysis
Education
Penn State University
Bachelor of Science (B.S.), Marketing
University of Houston
Master of Business Administration (MBA), Finance, General
JPMorgan Chase March 2011 - Present
US Dept of Education December 2009 - Present
Audio Recording Phoenix, Arizona May 2009 - Present
NextStudent June 2003 - April 2009
Skills
Staff Development, Team Building, Call Center, Management, Account Management, Business Intelligence, Customer Service, Business Development, Call Centers, Email Marketing, Sales, Training, Project Management, Operations Management, Team Leadership
Education
Arizona State University 2009 — 2012
Interdisciplinary Studies, Technical Writing, GPA = 3.94
Penn State University 1977 — 1979
JPMorgan Chase & Co. Admin AssistantReliance Trust Company of DelawareApril 2015 - Present
JPMorgan Chase; Bank One; Valley National Bank February 1964 - December 2007
JPMorgan Chase February 1964 - December 2007
Skills
Asset Management, Banking, Fixed Income, Risk Management, Mutual Funds, Wealth Management, Equities, Loans, Series 7, Investments, Portfolio Management, Financial Analysis, Financial Services, Securities, Credit, Hedge Funds, Retirement Planning, Strategic Planning, Financial Planning, MS Word; MS Excel, Outlook, TrustDesk
Education
Pepperdine University 1994 — 1994
Trust, Cannon Trust School
Pepperdine University - Canon Trust School
Bloomberg August 2007 - Present
JPMorgan Chase January 2003 - July 2007
Skills
Unix, SDLC, Risk Management, SQL
Education
Penn State University
Bachelor of Science (B.Sc.), Business
Morgan Stanley Wealth Management July 2012 - Present
Morgan Stanley Private Wealth Management July 2012 - Present
Citi March 2006 - July 2012
JPMorgan Chase June 1995 - April 2006
Valley National Bank of Arizona 1988 - 1992
Education
University of Phoenix 1986 — 1988
MBA, Business
University of Arizona 1982 — 1985
BS, Psychology
Pepperdine University 1980 — 1981
science
Pepperdine University 1980 — 1981
Baseball
JPMorgan Chase November 2013 - Present
Global Cash Access March 2012 - October 2013
Liberty Tax Service January 2012 - April 2012
Quantum-Services June 2011 - August 2011
Liberty Tax Service January 2011 - April 2011
United Parcel Service December 2010 - December 2010
Java Catering September 2008 - December 2009
Khatri and Company June 2009 - August 2009
Dr Usha Desai Family Clinic June 2008 - August 2008
Delaware County Memorial Hopsital May 2008 - August 2008
Skills
Anti Money Laundering, Microsoft Word, Microsoft Excel, PowerPoint, Personal Income Tax..., QuickBooks, Bookkeeping, Inventory Accuracy, Corperate Tax Returns, Signature Detection, Western Union, Capital Budgeting, Financial Reporting, Critical Thinking, Auditing, Economics, Accounting, Financial Analysis, Customer Service, Leadership, Market Research, Marketing, Finance, Time Management, General Ledger, Invoicing, Budgets, Outlook, Social Networking, Teamwork, Financial Accounting, Spreadsheets, Research, Cash Flow, Financial Statements, Microsoft Office, Data Entry, Accounts Receivable
Education
University of Phoenix 2012 — 2014
Master's degree, Accounting
Penn State University 2006 — 2010
Bachelors, Accounting
Bank of America Merrill Lynch March 2006 - Present
Merrill Lynch 2001 - 2008
JPMorgan Chase September 1999 - February 2001
Sumitomo Trust and Banking February 1997 - August 1999
Education
Pensacola Christian College 1990 — 1994
B.S., Electronic Journalism, Computer Science
JPMorgan Chase April 2013 - Present
Flagship Credit Acceptance April 2013 - Present
Education
Penn State University 1991 — 1995
J.P. Morgan April 2015 - Present
J.P. Morgan October 2013 - April 2015
JPMorgan Chase December 2010 - October 2013
Enterprise Rent-A-Car July 2006 - June 2011
Skills
Series 7, Series 63, Contract Negotiation, Training, Financial Analysis, Asset Management, Private Banking, Asset Based Lending, Portfolio Management, Microsoft Office, Microsoft Excel
Education
2004 (Smeal School of Business)The Pennsylvania State University - University 2000 — 2004
Bachelor of Science, Economics
2004 (Smeal School of Business)The Pennsylvania State University - University 2000 — 2004
Bachelor of Science, Economics
Penn State University 2000 — 2004
BS, Economics
Citi August 2013 - Present
JPMorgan Chase August 2010 - August 2013
Skills
Risk and Control..., Audit Methodology, Microsoft Excel, Report Writing, People Management, Microsoft Office
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance
JPMorgan Chase January 2013 - Present
JPMorgan Chase October 2010 - December 2012
Mercer June 2007 - October 2010
Prudential Financial May 2006 - June 2007
Skills
Financial Analysis, Budget Process, Managerial Finance, Corporate Finance, Process Improvement, Hyperion Planning, Hyperion HFM, Microsoft Office, Microsoft Excel, Financial Reporting, Business Analysis, Valuation, Risk Management
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Corporate Finance / Strategy
Penn State University
Bachelor of Science (B.S.), Finance
Mortgage, Credit Card, Collection Industry February 2014 - Present
SN Servicing Corporation August 2013 - January 2014
JPMorgan Chase September 2011 - July 2013
HomEq Servicing (First Union National Bank, Wachovia, Barclays CRE) September 2000 - March 2011
First Union National Bank June 1999 - August 2000
First Union National Bank September 1997 - May 1999
First Union National Bank May 1996 - August 1997
The Associates April 1995 - May 1996
Advanta April 1993 - April 1995
Advanta April 1990 - March 1993
Skills
Credit, Risk Management, Banking, Mortgage Servicing, Loan Servicing, Mortgage Lending, Credit Cards, Loss Mitigation, Portfolio Management, Forecasting, Financial Risk, Default, Process Improvement, Performance Management, Leadership, Call Centers, Due Diligence, Vendor Management, Credit Risk, Underwriting, Asset, Debt Collection, 1st and 3rd Part..., Outsource Programs, Legal Collections, Strategy Development /..., Dashboards /..., Policy Development, Behavioral and Risk..., Risk Managment of CFPB,..., Business Controls, Special Servicing, Customer Experience, Lending Criteria, Credit Processing
Education
Pennsylvania State University-Great Valley Graduate Center
MS, Management
University of Pennsylvania
BA, Mathematics
Wells Fargo September 2014 - Present
JPMorgan Chase August 2013 - September 2014
Bank of America January 2000 - August 2013
Skills
Investment Properties, Real Estate, REO, Insurance, Mortgage Lending, Mortgage Banking, Loan Origination, FHA, VA loans, Loans, Refinance, USDA, FHA financing, Residential Mortgages, Credit, Commercial Lending, Credit Analysis, Reverse Mortgages, Mortgage Underwriting, FHA Financing
Education
Penn State University
Business Administration
California Bankers Association, Commerical Lending School, class of 2008
St Francis High School
Comm-Works December 2012 - Present
JPMorgan Chase November 2011 - December 2012
National Indian Health Board October 2010 - November 2011
National Indian Health Board October 2010 - November 2011
University of Pittsburgh March 2007 - October 2010
University of Pittsburgh March 2007 - January 2010
TEKsystems July 2006 - March 2007
TEKsystems July 2006 - March 2007
NCPRDC 2006 - 2006
United States Marine Corps January 1996 - January 2001
Skills
Cisco Technologies, Switches, Networking, TCP/IP, Troubleshooting, VoIP, Routers, Integration, Network Administration, Virtualization, Routing, Technical Support, Visio, Telecommunications, Unix, Microsoft Exchange, Network Engineering, Operating Systems, IP, Software Documentation, Citrix, System Administration, Technical Writing, Systems Analysis, VMware, Data Management, Storage Area Networks, WebEx, Project Coordination, IVR, WiFi, Intuity, IP PBX, ISDN, IPv6, Avaya Site..., Telecommunications..., SIP Trunking, H.323, Avaya Communication..., H.261, Contact Centers, Genesys, IPv4, Network Virtualization, OS Virtualization, Octel, T1s, E1, Bandwidth Optimization
Education
Penn State University 2004 — 2006
IST, Informatics
Baker's School of Aeronautics 2000 — 2000
AA Certificate, Powerplants and Airframes
Santander Investment Securities Inc January 2002 - Present
JPMorgan Chase March 1995 - January 2002
Kidder Peabody June 1990 - March 1995
Education
Penn State University 1986 — 1990
Accounting
Domino's Pizza March 2011 - February 2012
Amerilife Marketing Group 2011 - 2012
Think Direct Marketing Group January 2011 - March 2011
Ceridian, through Kelly Services October 2010 - January 2011
Rite Aid January 2008 - March 2008
JPMorgan Chase January 2007 - October 2007
Education
Florida Medical Prep 2010 — 2012
CPR, CNA, EKG technitian
Pensacola Junior College 2002 — 2003
Psychology, Business
JPMorgan Chase 2013 - Present
JP Morgan Chase 1990 - 2002
Education
Penn State University 1986 — 1990
Bachelor's degree, Finance
Marple Newtown High School
JPMorgan Chase 2004 - 2012
JPMorgan Chase 2004 - 2012
Education
Penn State University 1988 — 1993
Bachelor's degree, Criminal Justice/Law Enforcement Administration
MRE Consulting October 2014 - Present
OpenLink Financial April 2013 - May 2014
Sequent Energy Management April 2008 - February 2013
Citigroup August 2005 - April 2008
Sequent Energy Management October 2004 - August 2005
RWE May 2002 - July 2004
OpenLink Financial September 2000 - May 2002
JPMorgan Chase December 1997 - July 2000
Skills
Openlink, Endur, AVS, ETRM, Commodity Markets, Natural Gas, Trading Systems, JVS, Options, Trading, Energy Markets, Market Risk, Derivatives, Back Office, Commodity, Energy, Business Analysis
Education
Troy University 1991 — 1993
Pensacola Junior College
JPMorgan Chase July 2014 - Present
JPMorgan Chase February 2014 - July 2014
Atlantic Aviation May 2010 - August 2013
Skills
Credit, Derivatives, Process Improvement, Onboarding, AutoCAD Mechanical, Mechanical Engineering, Thermodynamics, Pipefitting, HVAC Controls, HVAC, Airports, Commercial Aviation, Outlook, Time Management, Process Flow, Teamwork, Disaster Recovery, Collaborative Problem..., Customer Service, Microsoft Excel, Solidworks
Education
Pennsylvania College of Technology 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), HVAC Design Technology
HSA Bank, a division of Webster Bank, N.A. February 2015 - Present
JPMorgan Chase May 2013 - February 2015
JPMorgan Chase August 2010 - April 2013
Kroll February 2007 - July 2010
Skills
Banking, Risk Management, Management, Business Analysis, Financial Services, Finance
Education
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Accounting
United Nations December 2008 - Present
JPMorgan Chase July 2000 - December 2008
Beacon Group LLC September 1999 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Penn State University 1991 — 1995
Bachelor of Arts (B.A.)