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
Ogilvy & Mather May 2014 - Present
New York Road Runners August 2013 - April 2014
JPMorgan Chase January 2013 - July 2013
Horizon Blue Cross Blue Shield of New Jersey August 2012 - December 2012
ISO March 2012 - July 2012
Office of Chief Medical Examiner NY January 2011 - March 2012
Neudesic August 2009 - December 2010
Citi January 2004 - July 2009
NetSol Technologies Inc. January 2000 - July 2003
Skills
Requirements Analysis, Agile Methodologies, PMO, Project Management, Change Management, Project Planning, Software Development, Management, Quality Management, Information Technology, Architecture, Business Process Design, SDLC, Business Analysis, PMP, Software Project..., Vendor Management, Project Portfolio..., Requirements Gathering, Visio, Enterprise Software, SharePoint, Risk Management, Disaster Recovery, Architectures
Education
City University of New York-Baruch College 2003 — 2005
MBA, Computers and Information Systems
National University of Computer and Emerging Sciences 1997 — 2001
BS Honors, Computer Science
Government College University, Lahore 1995 — 1996
FSC, Engineering
Project Management Institute 2009 — 2012
PMP, Project Management
ITIL 2012 — 2012
ITIL Certification, Information Technology Project Management, 100%
Agile Project Management 2010 — 2010
Certified Scrum Master, Project Management
Six Sigma 2010 — 2010
Six Sigma Certification, Project Management
Cathedral High School 1984 — 1994
O Levels
J.P. Morgan October 2013 — Present
JPMorgan Chase May 2013 — September 2013
JPMorgan Chase August 2012 — April 2013
JPMorgan Chase October 2011 — July 2012
JPMorgan Chase June 2011 — September 2011
Graduate Career Management Center, Baruch College February 2011 — June 2011
Baruch College, City University of New York December 2010 — April 2011
Balaji Group of Industries July 2009 — July 2010
JP Morgan May 2006 — June 2009
Skills
Bloomberg, Derivatives, Financial Modeling, Valuation, Corporate Finance, Credit Risk, Risk Management, Accounting, Microsoft Excel, Financial Reporting, Business Analysis, Financial Accounting, Management, Data Analysis, Finance
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
MBA, Finance & International Business
University of Mumbai 2007 — 2009
Master of Commerce, Business Accounting and Economics
Sydenham College of Commerce & Economics 2003 — 2006
Bachelor of Commerce, Accounting & Audit
National Football League January 2014 - Present
Deloitte & Touche, LLP September 2010 - December 2013
Deloitte & Touche, LLP June 2009 - August 2009
JPMorgan Chase April 2008 - June 2009
Bear, Stearns & Co., Inc. October 2006 - March 2008
Skills
Certified Public..., CPA, US GAAP, Auditing, External Audit, Internal Controls, GAAP, Tax, Big 4, SEC Filings, Sarbanes-Oxley Act, Accounting, Financial Accounting
Education
Baruch College
Master of Science (M.S.) Accounting, summa cum laude
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase July 2011 - May 2015
Morgan Stanley September 2006 - July 2011
LG Electronics August 2004 - September 2006
Skills
Equities, Fixed Income, Equity Valuation, Derivatives, Mutual Funds, Performance Attribution, Bloomberg, Performance Measurement, Financial Analysis, Separately Managed..., Fund Of Funds, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2010
Master of Science (M.S.), Finance
University of Virginia 1999 — 2003
BA, Economics
St. Andrew's School 1996 — 1999
First Data Corporation April 2014 - Present
JPMorgan Chase March 2008 - April 2014
Enterprise Solution Providers June 2006 - March 2008
Morgan Stanley February 1993 - May 2006
Eastbridge Capital February 1992 - February 1993
Solbourne October 1990 - February 1992
Concurrent Computer Corporation 1986 - 1990
Prime Computer 1984 - 1986
Magnuson computer 1982 - 1984
Skills
Data Center, Integration, Business Continuity, Portfolio Management, Vendor Management, Program Management, Business Management, Disaster Recovery, Service Delivery, Team Leadership, Mergers, Acquisition Integration, Strategic Planning, IT Operations, Project Management, Risk Management, Management, Project Portfolio..., IT Service Management, Executive Management, Infrastructure..., Mergers & Acquisitions, Infrastructure, IT Strategy
Education
City University of New York-Baruch College 1978 — 1982
Bachelor of Science (BS), Business
Deutsche Bank 2013 - December 2014
JPMorgan Chase September 2011 - May 2012
Morgan Stanley August 2011 - September 2011
Skills
Investment Banking, Financial Modeling, Equities, Valuation, Corporate Finance, Capital Markets, Financial Analysis, Derivatives, Fixed Income, Investments, Private Equity, Mergers & Acquisitions
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration (BBA), Finance, General
Cornell Roosevelt Institute September 2015 - Present
Bronfenbrenner Center for Translational Research, Cornell University September 2015 - Present
NYC Human Resources Administration June 2015 - August 2015
Cornell Roosevelt Institute February 2015 - May 2015
JPMorgan Chase April 2014 - January 2015
Manhattan Community Board 6 June 2014 - August 2014
Tutoring Program September 2010 - May 2012
Skills
Public Speaking, Research, Microsoft Excel, Customer Service, Teamwork, Social Media, Microsoft Office, Microsoft Word, PowerPoint, Event Planning, Time Management, Windows, Data Analysis, Community Outreach
Education
Cornell University 2015 — 2016
Bachelor of Science (B.S.), Policy Analysis And Management
City University of New York-Baruch College 2013 — 2014
Bachelor of Science (B.S.), Public Affairs
MRJ Capital August 2013 - Present
Red Real Estate NYC May 2012 - August 2013
JPMorgan Chase December 2009 - November 2011
JPMorgan Chase December 2008 - December 2009
JPMorgan Chase October 2006 - November 2008
JPMorgan Chase January 2002 - September 2006
Skills
New Business Development, International Business, Account Management, Equities, Fixed Income, Mutual Funds, Private Wealth..., Private Banking, Hedge Funds, Banking, Investments, Management, Portfolio Management, Risk Management, Wealth Management...
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA, International Business, Financial Instruments & Markets, Business Law
Baruch College, City University of New York (CUNY)
BBA, Finance and Investments
City National Bank April 2012 - November 2014
JPMorgan Chase June 2011 - April 2012
HD Vest Financial Services August 2008 - May 2011
Merrill Lynch January 2005 - September 2006
Merrill Lynch February 2002 - December 2004
Skills
Excel, VBA, Microsoft Office, Word, Matlab, C++, Visual C#, Microsoft SQL Server, Microsoft Excel, Microsoft Word, Equities, Visual Basic, Derivatives, Investments, Portfolio Management, Asset Allocation, Options, Finance, Mutual Funds, Financial Advisory, Securities, Risk Management, Fixed Income, Bloomberg, Economics, Corporate Finance, Investment Strategies, Series 7
Education
Columbia Business School 2013 — 2016
Master of Business Administration (MBA)
Baruch College 2010 — 2010
Advanced Risk and Portfolio Management
Temple University - Fox School of Business and Management 2008 — 2009
Master of Sciences
The Johns Hopkins University 1998 — 2002
Bachelor of Arts
Pomperaug HS 1994 — 1998
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase & Co. June 2014 - March 2015
eFront June 2013 - March 2014
Barclays Capital June 2012 - April 2013
Moody's December 2010 - May 2012
Credit Suisse September 2007 - November 2010
JPMorgan Chase August 2006 - August 2007
Omgeo, LLC January 2005 - May 2006
Engineering Conferences International May 2002 - January 2005
Skills
Product Management, Business Analysis, Technology Strategy..., Data Visualization, Technology Integration, PMP, Project Management, Operational Planning, Program Management, Dodd-Frank, Financial Systems, Fixed Income, Derivatives, IT Strategy, Investment Banking, Equities, Middle Office, Financial Markets, FX Options, Swaps, Prime Brokerage, PMO, Technology Product..., Capital Markets, Credit Derivatives, Trading Systems, Trading, Business Intelligence, Strategy, Electronic Trading, Equity Derivatives, Structured Products, Market Data, Interest Rate..., Project Delivery, Securities Lending, Reference Data, Emerging Markets, Business Requirements, SDLC, Finance, Business Process, Back Office, Financial Services, Management, Portfolio Management, Risk Management, Requirements Analysis
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
BS
Polytechnic University 2001 — 2002
General Assembly
JPMorgan Chase July 2014 - Present
Mosaic Financial Markets August 2013 - June 2014
Citi December 2010 - August 2013
AIG Investments February 2010 - November 2010
Washington Mutual March 2006 - October 2009
JPM 1995 - February 2006
Arbitron Inc 1993 - 1995
Richmond Research 1992 - 1993
Skills
Fixed Income, Electronic Trading, Capital Markets, FX Options, Trading, Software Development, Trading Systems, Financial Markets, Data Warehousing, Derivatives, Equities, Hedge Funds, Business Analysis, Financial Services, CRM, Global Data Services, Data Strategy, Global Cross-Functional..., Program Management, Enterprise Architecture, IT Strategy, Agile Methodologies, Market Risk, Bonds, Investment Banking, PMP, Risk Management, Market Data, Java, Portfolio Management, Big Data, Business Intelligence, Master Data Management
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
MBA, Information Systems
Mirae Asset Global Investments (USA) LLC March 2013 - Present
New York Life/MainStay Investments August 2009 - March 2013
AIG SunAmerica Asset Management December 2007 - June 2009
JPMorgan Chase May 2006 - October 2007
Citi Group May 2004 - August 2004
Skills
Portfolio Optimization, Spanish, Morningstar, Portfolio Management, Series 7, Investments, Mutual Funds, Financial Services, Strategy, Financial Advisory, Banking, Series 63, Asset Management, Asset Allocation, Investment Strategies, Fixed Income, Retirement, Finance, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Executive Masters in Finance
New York University 2009 — 2010
Graduate Certificate - Investing Overseas
Stevens Institute of Technology 2007 — 2008
New Jersey Institute of Technology 2004 — 2007
BS
New Generation Fitness 2.0 June 1997 - Present
JP Morgan Chase January 2012 - August 2013
JPMorgan Chase June 2010 - January 2012
JPMorgan Chase December 2008 - June 2010
Bank of America January 2008 - December 2008
Perks and Provisions January 2008 - October 2008
The Coca-Cola Company October 2006 - April 2007
Skills
Business Analysis, Personal Training, Requirements Gathering, Banking, Credit, Mortgage Lending, Process Improvement, Financial Services, Mortgage Servicing, Coaching, Selling Skills, Software Documentation, Training
Education
University of Oklahoma 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Liberal Arts and Sciences/Liberal Studies
Barton County Community College 1988 — 1990
Associate of Arts (A.A.), Sports Studies
The To-do Guru September 2012 - Present
JPMorgan Chase February 2011 - August 2012
JPMorgan Chase September 2006 - July 2009
FACS Corp Macys Card Services June 2006 - September 2006
Kings Island Inn and Suites April 2005 - September 2005
Kings Ford September 2004 - April 2005
Skills
Customer Service, Customer Engagement, Finance, Legal Research, Legal Writing, Public Speaking, Communication
Education
Barry University - Dwayne O. Andreas School of Law 2013 — 2016
Juris Doctor, Law
Nova Southeastern University 2011 — 2013
Florida A&M College of Law 2009 — 2011
Law
The Ohio State University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Citi July 2014 - Present
John S. and James L. Knight Foundation 2012 - 2013
JPMorgan Chase 2008 - 2012
JPMorgan Chase 2007 - 2008
JPMorgan Chase 2005 - 2007
JPMorgan Chase 2004 - 2005
JPMorgan Chase 2001 - 2005
JPMorgan Chase 1997 - 2001
Skills
MS Word, Excel,..., Financial Analysis, Credit, Banking, Loans, Non-profits, Portfolio Management, Cash Management, Financial Modeling, Strategic Planning, Leadership, Public Speaking, Commercial Lending, Credit Analysis, Risk Management, Microsoft Office, Wordperfect, PowerPoint, Microsoft Excel, Corporate Finance, Nonprofits, Staff Development, Community Development, Government, Philanthropy, Proposal Writing, Grant Writing, Finance, Program Management, Relationship Management, Performance Management, Analysis, Marketing, Recruiting, Management, Team Building, Organizational..., Financial Risk, Training, Project Management, Policy, Grants, Commercial Banking, Executive Management, Leadership Development, Workshop Facilitation, CRM, Strategy, Interviews, Data Analysis
Education
Baruch College 2012 — 2013
Master of Public Administration (MPA), Not For Profit Mangement and Public Policy
Baruch College 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Investments
New York University
Certificate, Advanced Credit Analysis and Risk Management
Capco April 2014 - Present
Capco September 2012 - March 2014
Nomura (Formerly Lehman Brothers) October 2008 - June 2010
Lehman Brothers January 2007 - September 2008
JPMorgan Chase September 2004 - December 2006
Skills
Strategic Consulting, Capital Markets, Wealth Management, Banking, Business Valuation, FX Options, Equities, Derivatives, Fixed Income, Settlement, Corporate Actions, Valuation, Options, Bonds, Microsoft Excel, Swaps, Credit Derivatives, Middle Office, SWIFT, SWIFT payments, Euroclear, DTC, Confirmations, Settlements, Investigations, FX, CDS, RFP Design
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
MBA Honors Full-Time, Finance
New Law College (University of Mumbai) 2004 — 2007
Bachelor of Laws (L.L.B.), Intellectual Property Rights
G.N. Khalsa College (University of Mumbai) 2001 — 2004
(B.M.S) Bachelor of Management Studies, Finance
BNY Mellon January 2014 - Present
JPMorgan Chase 2011 - 2012
JPMorgan Chase 2005 - 2011
JPMorgan Chase 2002 - 2005
Skills
Test Planning, User Acceptance Testing, Quality Center, SDLC, Testing, Equities, Test Management, Fixed Income, Business Analysis, MS Project, Management, Microsoft Project, Project Management, Quality Assurance, Requirements Analysis, Requirements Gathering, Software Development, Analysis, Business Requirements, HP Quality Center
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Computer Systems
JPMorgan Chase August 2014 - Present
OmniTutors September 2011 - August 2014
JPMorgan Chase February 2013 - December 2013
The Related Companies June 2012 - August 2012
Chinese-American Planning Council July 2011 - August 2011
Chinese-American Planning Council July 2010 - August 2010
Assemblyman William Colton's Office June 2007 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Social Media Marketing, Training
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Bard Highschool Early College 2006 — 2010
Associate of Arts (AA) and High school diploma
ACI Worldwide June 2012 - May 2013
JC Consulting Group, LLC October 2011 - June 2012
Fidelity National Information Services January 2001 - October 2011
FirstMerit Bank April 1999 - December 2000
NATIONSBANK/BANK OF AMERICA April 1998 - April 1999
Wells Fargo January 1996 - April 1998
JPMorgan Chase January 1989 - January 1995
Skills
Mergers, Banking, Executive Management, Strategic Planning, Team Building, Customer Relations, Product Development, Budgeting, Expenses, Vendor, Contract Negotiations, Product Management, Vendor Management, Process Engineering, Operations Management, Cross-functional Team..., Process Improvement, Outsourcing, P&L responsibility, Product Strategy, SaaS, Change Management, Offshoring, Strategic Partnerships, Account Management, ACH, Green Belt, Customer Service, Mergers & Acquisitions, Sales, Contract Negotiation, Budgets, Sales Management, Payments, P&L Management, Data Center, Integration, CRM, Financial Services, Leadership, Management, Product Marketing, Business Development, Lead Generation, Strategy, Sales Process, Competitive Analysis, Business Planning, Selling, New Business Development
Education
City University of New York-Baruch College 1986 — 1990
BBA, Management
Archbishop Molloy 1985 — 1985
HSD, Liberal Arts
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase February 2013 - September 2014
JPMorgan Chase September 2011 - February 2013
Fox News Channel September 2010 - December 2010
AXA Advisors November 2008 - February 2009
Skills
Finance, Credit, Credit Risk, Credit Analysis, Analysis, Portfolio Management, Financial Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Risk Management, Investment Banking, Financial Risk, Microsoft Word, Equities, Team Leadership, Investments, Sales, PowerPoint, QuickBooks, Bloomberg, Financial Reporting, Valuation, Fixed Income, Financial Markets, Corporate Finance, Forecasting, Business Analysis, Analytics, Auditing, Accounting, Financial Services, Relationship Management, Project Management, Financial Accounting, Financial Forecasting, Treasury, Evaluation, Funds Transfer Pricing, management reporting, financial model, quarterly reports, VBA, Management Consulting, Basel III, LCR, Hyperion Financial..., Essbase
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
BBA, Finance and Investments
Hofstra University 2007 — 2008
Finance
Plainview-Old Bethpage John F. Kennedy High School 2003 — 2007
Business
JPMorgan Chase December 2011 - Present
JPMorgan June 2009 - December 2011
American Marketing Systems Inc. February 2008 - June 2008
Guarantee Mortgage June 2002 - December 2007
Skills
Finance, Process Improvement, Accounts Receivable, Credit, Financial Analysis, Real Estate, Valuation, Business Development, Financial Modeling, Microsoft Excel, Negotiation, Treasury Management, Payments, Cash Management, Treasury Services, Payment Cards, Commercial Banking, Business Strategy, Go-to-market Strategy
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance
University of Illinois at Urbana-Champaign 1998 — 2002
BS, Finance
Practicos Development LLC February 2006 - Present
Rovema Global Packaging Group, LLC November 2007 - September 2010
Internap January 2003 - June 2006
Cox Communications January 2001 - April 2003
Z-Tel Communications February 1999 - January 2001
Booz Allen and Hamilton February 1998 - April 1999
AT&T Solutions October 1996 - February 1998
JPMorgan Chase June 1992 - June 1995
Greek Army May 1988 - May 1990
Skills
Business Strategy, Finance, Mergers & Acquisitions, Business Development, Management, E-commerce, Leadership, Outsourcing, International Business, Restructuring, Marketing Strategy, Strategic Planning, Corporate Finance, Sales, Entrepreneurship
Education
Columbia University - School of International and Public Affairs 1995 — 1996
Master in Int'l Affairs, Int'l Finance and Business
Baruch College, City University of New York (CUNY) 1991 — 1994
B.B.A. Summa Cum Laude, Business and Finance
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase September 2012 - February 2015
JPMorgan Chase June 2009 - September 2012
JPMorgan Chase June 2008 - August 2008
New York Racing Association May 2008 - June 2008
JPMorgan Chase June 2007 - August 2007
Skills
Banking, Team Building, Strategic Planning, Budgets, Customer Service, Microsoft Office, Training, Risk Management, Financial Analysis, CRM, Problem Solving, Resume Writing, Business Strategy, Event Planning, International Relations, Leadership, Customer Relations, Budgeting, Data Management, Data Analysis, Data Marts, Management, Project Management, Analysis, Research, Financial Services, Social Media
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA, Finance
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
BBA, Major: Finance and Investments Minor: American Studies
Barry University School of Law August 2013 - Present
JPMorgan Chase January 2013 - August 2013
JPMorgan Chase September 2011 - January 2013
WCMH-TV, NBC4 here for you. January 2011 - June 2011
NBCUniversal, Inc. June 2010 - August 2010
Chicago Access Network Television (CAN TV) June 2009 - September 2009
Skills
Microsoft Excel, Video, Editing, Event Planning, Customer Service, Research, Public Speaking, Social Media, Management, Facebook, Microsoft Office, PowerPoint, Television, Financial Analysis, Newsroom, Final Cut Pro, Adobe Creative Suite, Dalet, Video Editing, Media Production, Music Production, Music Industry, Legal Writing, Media Relations, Public Relations, Marketing, Marketing Communications, Corporate Communications
Education
Barry University - Dwayne O. Andreas School of Law 2013 — 2015
Juris Doctorate, Law
The Ohio State University 2008 — 2011
Bachelor of Arts (BA), Strategic Communication
SolomonEdwards December 2012 - Present
JPMorgan Chase January 2010 - December 2012
Skills
Loss Mitigation, Mortgage Servicing, Customer Service, Financial Analysis, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, PowerPoint, Windows, Foreclosures, Loans, Mortgage Banking, Credit, Analysis, Leadership, Mortgage Lending, Portfolio Management, Negotiation, Refinance, Risk Management, Training, Business Analysis, Call Centers, Finance, Loan Servicing, Process Improvement, Relationship Management, Insurance
Education
Barton County Community College
General Psychology
University of Phoenix at Las Colinas
Business Management
southwest high
Full Spectrum Financial Solutions May 2015 - Present
Wells Fargo Advisors June 2011 - April 2015
Wells Fargo Mortgage May 2009 - June 2011
JPMorgan Chase May 1997 - May 2009
Skills
Investment Strategies, Retirment Planning, Estate & Trust Planning, Residential Mortgages, Commercial Lending, 401k Rollovers, IRAs, TAX MANAGED PORTFOLIO, 529 Plans, FHA financing, Refinance, Mortgage Banking, VA loans, Valuation, Securities, Investments, Estate Planning, Hedge Funds, Retirement Planning
Education
Baruch College 1994 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Claire's Accessories July 2013 - Present
Banque Saudi Fransi June 2012 - August 2012
JPMorgan Chase June 2011 - August 2011
Vinnci September 2010 - December 2010
jarir investment June 2010 - August 2010
Jarir Bookstore June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, HTML
Education
Barry University 2008 — 2013
University of Oregon 2008 — 2010
HSBC Securities USA Inc 2011 - Present
Business Network International January 2009 - Present
Morgan Stanley Smith Barney 2008 - 2011
JPMorgan Chase 2005 - 2008
Skills
Retirement Planning, Investments, Financial Planning, Long Term Care, Whole Life, Term Life Insurance, College Savings Plans, Investments with..., Managed Accounts, SEP, Roth IRAs, Managing Accounts, Strategic Financial..., Long-term Care, Roth IRA, Wealth Management, Series 7, Loans, Portfolio Management, Mutual Funds, IRAs, Management, Finance, Financial Advisory, Insurance, Mortgage Lending, Retirement, Securities, Asset Allocation, Series 63, Entrepreneurship, Leadership, Asset Management, Fixed Annuities, Financial Services, Equities, Alternative Investments, Life Insurance, Investment Advisory, Strategy, Small Business, Financial Analysis, Estate Planning, Financial Planners, Investment Strategies, Employee Benefits, 401k, Wealth, Series 6, Disability Insurance, Relationship Management
Education
Baruch College, City University of New York (CUNY)
Bachelor, Finance and Global Communication/ Spanish
Kaplan University 2010 — 2011
Certified Financial Planner - CFP®, 6 areas of Financial Planning - Insurance, Retirement, Estate, Investments, Financial, Tax
TD September 2013 - Present
JPMorgan Chase November 2011 - September 2013
Interstate Air Conditioning & Heating May 2011 - November 2011
HGCPA Corp August 2008 - March 2011
Westphal Inc November 2004 - June 2007
Skills
Accounts Payable, Accounting, Accounts Receivable, Management, Invoicing, Financial Analysis, Finance, Banking, Credit, Financial Modeling, Investments, Microsoft Excel, QuickBooks, Bloomberg, Financial Services, Loans, Strategic Financial..., Financial Reporting, Portfolio Management, Risk Management, Sales, CRM, Tax, Financial Planning
Education
City University of New York-Baruch College 2006 — 2010
BA, Communication & Industrial-Organizational Psychology
HSBC Retail Banking and Wealth Management 2015 - Present
Capital One May 2012 - May 2015
HSBC July 2012 - July 2012
Flushing Savings Bank May 2006 - November 2006
North Fork Bank March 2006 - June 2006
JPMorgan Chase July 2004 - February 2006
Prudential Financial September 2003 - June 2004
Full Pet Services September 1997 - September 2003
Monsanto September 1995 - September 1997
Array Development September 1988 - September 1995
Skills
sales, Negotiation, fishing, Hunting, Camping, Archery, Boating, Fishing, Sales, Mortgage Lending, Real Estate, New Business Development, Investments, Leadership, Strategy, Small Business, Entrepreneurship, Start-ups, Portfolio Management, Asset Management, Credit, Wealth Management, Risk Management, Loans, Marketing Strategy, Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
marketing, marketing
New York University - Polytechnic School of Engineering 1997 — 1998
computer science
Odessa National 'I.I. Mecnikov' University 1990 — 1995
Biochemistry, Biochemistry
school 119 1980 — 1990
Diploma, Chemistry
American Income Life Insurance Company April 2013 - Present
Federal Aviation Administration (FAA) June 2010 - November 2012
JPMorgan Chase January 2005 - March 2008
JP Morgan Chase 1987 - 2008
JPMorgan Chase 2003 - 2005
JPMorgan Chase January 1998 - December 2002
Skills
Microsoft SQL Server, Software Project..., Functional Requirements, Quality Center, Microsoft Excel, Test Automation, Business Analysis, Project Management, Agile Methodologies, Safety Risk Management, Process Improvement, Licensed Life Insurance...
Education
AVTech Institite 2009 — 2009
Certificate, Project Management
City University of New York-Baruch College 1981 — 1985
Bachelor of Business Administration (BBA), Computer Information Systems
GT Nexus June 2014 - Present
SST Systems / Consulting December 2013 - February 2014
SunGard Availability Services January 2013 - October 2013
Morgan Stanley October 2012 - December 2012
Nomura Securities October 2009 - July 2012
AIG December 2008 - July 2009
Lehman Brothers June 2007 - December 2008
JPMorgan Chase December 2006 - June 2007
Princeton Information September 2006 - December 2006
Rutgers University October 2001 - September 2006
Skills
PMP, Quality Assurance, SDLC, Disaster Recovery, PMO, Process Improvement, Project Management, User Acceptance Testing, Software Documentation, Vendor Management, Data Center, Agile Methodologies, Software Project..., Change Management, SharePoint, Testing, Risk Management, Project Delivery, Quality Center, Software Development, Business Analysis, Project Portfolio..., Unix, Information Technology, Software Quality..., Program Management, Management, Databases, Governance, Service Delivery, Infrastructure, Release Management, Visio, Resource Management, Requirements Analysis, IT Management, Enterprise Architecture, Team Management, Integration, Analysis, IT Strategy, Project Planning, Business Process, MS Project, Outsourcing, ITIL, Business Intelligence, Leadership, IT Service Management, IT Operations
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2009
Certification Class, Project Management
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2005
MINI-MBA, Mini MBA
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2004
Certification, IT and IT Security
City University of New York-Baruch College 1974 — 1977
BBA, Business
Kingsborough Community College 1972 — 1974
AAS, Management
JPMorgan Chase March 2010 - Present
Bear Stearns 1996 - 2008
Dillon Read, Inc April 1994 - August 1996
American International Group September 1990 - April 1994
Deloitte & Touche August 1988 - July 1990
Skills
Analysis, Budgets, Cross-functional Team..., Essbase, Finance, Financial Modeling, Performance Measurement, Process Improvement
Education
Baruch College, City University of New York (CUNY) 1991 — 1994
MBA, Finance
Manhattan College 1982 — 1986
BA, Economics
Total Bank Solutions October 2013 - Present
The Stanton Executive Group, LLC September 2009 - November 2014
JPMorgan Chase July 2012 - August 2013
Morgan Stanley Smith Barney September 2007 - September 2009
UBS Wealth Management June 2006 - September 2007
Clarke American September 2003 - July 2006
Reich & Tang Funds June 1999 - September 2003
Neuberger Berman March 1997 - June 1999
Skills
Retail Banking, Private Banking, Commercial Banking, Private Wealth..., Wealth Management, Retail Brokerage, Mortgage, Securities Lending, Underwriting, Credit Risk, Organizational..., Business Strategy, Strategic Consulting, Legal Compliance, Executive Coaching, Executive Search, Executive Development, Talent Management, Compliance, Mortgage Lending, Investments, Management, Wealth Management..., Mutual Funds, Securities, CRM, Banking, Mergers & Acquisitions, Financial Services, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, Executive Management and International Business
Providence College 1990 — 1994
Bachelor of Arts, Mathematics and Humanities
The Morgan School 1986 — 1990
Diploma, General
JPMorgan Chase November 2011 - Present
JPMorgan Chase May 2010 - November 2011
JPMorgan Chase November 2005 - May 2010
Chase Manhattan Bank November 2003 - November 2005
Chemical Banking Corporation July 1994 - November 2003
Skills
Microsoft Office Suite, Microsoft SQL Navigator, Visio, Credit Risk Management, Liquidity Risk..., Business Objects, Business Analysis, Derivatives, Banking, Business Requirements, Requirements Analysis, SDLC, Requirements Gathering, Microsoft Office, Liquidity Risk, Credit Risk, FX Options, Investment Banking, Risk Management, Securities, Equities, Finance, Financial Analysis, Fixed Income, Project Management
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
J & M Cobras AAU Basketball Team February 2015 - Present
Wells Fargo January 2013 - Present
JPMorgan Chase June 2011 - March 2012
Bayview Consulting August 2010 - March 2011
American Apparel January 2010 - January 2011
Baruch College, SHRM January 2010 - December 2010
Resurrection Ascension School October 2008 - October 2009
Skills
Customer Service, Workshop Facilitation, Materials Management, Microsoft Excel, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Recruiting, Public Relations, Event Planning, Research, Public Speaking, Access, Social Media Marketing, Social Networking, Spanish, Budgets, Data Entry, Marketing, Market Research, Marketing Communications, Sales, Analysis
Education
Baruch College, City University of New York (CUNY) 2006 — 2011
Bachelor's degree, corporate communications
Baruch College, City University of New York (CUNY) 2006 — 2010
B.A, Corporate Communications, Information Technology and Social Responsibility
The Estée Lauder Companies Inc. March 2013 - Present
Microsoft October 2012 - January 2013
Perceptive Pixel September 2011 - October 2012
University of Maryland Baltimore County September 2008 - May 2011
Metropolitan Washington Council of Governments June 2009 - December 2009
City University of New York (CUNY May 2008 - August 2008
JPMorgan Chase July 2007 - August 2007
North Shore University Hospital February 2007 - May 2007
Skills
Administrative..., PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Office Management, Human Resources, Management, Concur, Salesforce.com, Customer Service, QuickBooks, Analysis, Accounts Receivable, Accounts Payable, Event Planning, Access, Adobe Acrobat, Office 365, SharePoint, Strategic Planning, WebEx, PeopleSoft, Event Management, Cognos, GoToMeeting, Microsoft Lync, Microsoft 365, Travel, GERS, Social Media, Social Networking, Onboarding, Research, Confluence, JIRA, Bugzilla, E-commerce, Project Management, Drupal
Education
University of Maryland Baltimore County 2007 — 2011
Bachelor of Arts (B.A.), Health/Health Care Administration/Management
City University of New York-Baruch College 2007 — 2008
Morgan Stanley July 2015 - Present
Morgan Stanley January 2015 - July 2015
Morgan Stanley August 2013 - January 2015
Morgan Stanley Wealth Management April 2012 - August 2013
Bay Ridge Federal Credit Union February 2012 - March 2012
JPMorgan Chase May 2011 - December 2011
Morgan Stanley Smith Barney September 2010 - May 2011
Worldtone Dance April 2009 - September 2010
Skills
Writing, Event Planning, PowerPoint, Microsoft Office, Strategic Financial..., Customer Service, Microsoft Excel, Financial Markets, Data Analysis, Finance, Spreadsheets, Series 7, Arena Simulation..., Financial Planning, Problem Solving, Event Based Simulation, SAS programming, Investments, Microsoft Word, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Master of Science (MS), Quantitative Methods and Modeling
City University of New York-Brooklyn College 2007 — 2010
Bachelors of Science, Business Management & Finance. Minor in Financial Planning
City-As High School 2006 — 2007
Montclair High School 2004 — 2006
AXA US September 2015 - Present
EY June 2014 - September 2015
RBS Markets & International Banking April 2012 - June 2014
Grant Thornton LLP November 2011 - April 2012
New York City Department of Education May 2009 - March 2011
JPMorgan Chase 2007 - 2008
Citibank 2006 - 2007
Skills
Investment Banking, Finance, Equities, Financial Services, Fixed Income, Due Diligence, Financial Risk, Financial Analysis, Capital Markets, AML, Anti Money Laundering, Bloomberg, Corporate Finance, KYC, Accounting, Valuation, Investments, Onboarding, Risk Management, Regulatory Compliance
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration, Finance and Investments
JPMorgan Chase November 2012 - Present
HSBC August 2011 - November 2012
NYC Check Express January 2010 - August 2011
NYC Check Express January 2006 - January 2010
Signature Bank June 2008 - March 2009
Skills
AML, USA PATRIOT Act, KYC, OFAC, Bank Secrecy Act, Sanction, Compliance, Risk Assessment, Due Diligence, Banking, Financial Risk, Operational Risk, Securities, Anti Money Laundering, Operational Risk..., Fraud, Policy, Financial Services, Finance, FINRA, Risk Management, Corporate Governance, Enterprise Risk..., Credit Risk, Financial Institutions, Financial Regulation
Education
City University of New York-John Jay College of Criminal Justice 2010 — 2011
Certificate, Terrorism Studies
Baruch College, City University of New York (CUNY) 2009 — 2009
Certificate, Forensic Accounting
Rutgers, The State University of New Jersey-Newark 2006 — 2009
B.S. & B.A., Criminal Justice & Sociology
Ernst & Young March 2009 - Present
Merrill Lynch July 2006 - September 2008
JPMorgan Chase September 2004 - July 2006
JPMorgan Chase June 2003 - September 2004
JPMorgan Chase June 2002 - May 2003
JPMorgan Chase June 2001 - May 2002
JPMorgan Chase June 2000 - May 2001
JPMorgan Chase July 1999 - May 2000
Skills
Financial Analysis, Analysis, Business Analysis, Finance, Financial Reporting, Management, Access, Business Process..., Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1999 — 2003
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase & Co. April 2014 - Present
JPMorgan Chase November 2012 - Present
JPMorgan Chase August 2013 - October 2014
JPMorgan Chase & Co. August 2013 - April 2014
JPMorgan Chase June 2011 - July 2013
JPMorgan Chase June 2012 - December 2012
Undergraduate Student Government - Baruch College June 2011 - June 2012
Sigma Alpha Delta Honor Society December 2010 - June 2011
Financial Leadership Program June 2010 - June 2011
Skills
Technical Analysis, Company Valuation, Bloomberg, Research, Finance, Financial Analysis, Accounting, Microsoft Excel, Financial Modeling, Outlook, PowerPoint, Budgets, Microsoft Word, Management, Investment Banking, Auditing, Valuation, Risk Management, Bloomberg Terminal, Corporate Finance, Leadership, Microsoft Office, Investments, Fixed Income, Financial Reporting, Portfolio Management, Analysis, Equity Research, Process Improvement, Access, Data Analysis, Financial Services, Public Speaking, Social Media, Event Planning, Financial Risk, Equities
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2013
Finance and Investments
Channel View School for Research
Summit Group Associate LLC October 2007 - Present
TEKsystems March 2012 - April 2015
Standard & Poor's June 2011 - March 2012
CDW June 2010 - July 2011
TEKsystems June 2010 - May 2011
AllianceBernstein January 2003 - October 2009
Alliance Capital Management January 2001 - January 2003
JPMorgan Chase January 1998 - January 2001
Prudential Securities June 1997 - January 1998
Skills
Application Packaging, MSI, SCCM, App-V, Windows 7, Active Directory, Group Policy, Deployment, Desktop Support, VBScript, Operating Systems, XP, Troubleshooting, VMware, TCP/IP, DHCP, Software Installation, Scripting, Automation, IT Management, System Deployment, ITIL, IIS, Technical Support, Microsoft SQL Server, Windows Server, Virtualization, Unix, Visio, Disaster Recovery, Servers, Citrix, VMware ESX, Data Center, Team Management, Cross-functional Team..., Business Analysis, SharePoint, Microsoft Exchange, Enterprise Software, DNS, IT Operations, Blackberry Enterprise..., Powershell, System Administration, MDT, Hyper-V, Information Technology, Microsoft Technologies, SAN
Education
City University of New York-Baruch College 1994 — 1998
Independent Consultant September 2009 - Present
Wamu now part of JPMorgan Chase October 2007 - March 2009
Career Services JPMorgan Chase 2009 - 2009
Upwardly Global 2009 - 2009
The Leukemia & Lymphoma Society 2009 - 2009
JPMorgan Chase November 2006 - September 2007
JPMorgan Chase February 2004 - October 2006
American-Italian Cancer Foundation 2001 - 2006
JPMorgan Chase January 2001 - January 2004
Skills
Consultative Selling, Data Management, Customer Relations, Team Building, Strategic Planning, Mentoring, Customer Satisfaction, Relationship Management, CRM, Customer Service, Selling, Marketing, Marketing Strategy, Leadership, Business Development, Strategy, Banking, Training, Management Consulting, Research, Process Improvement, Program Management, Project Planning, Finance, Sales, Accounting, Small Business
Education
City University of New York-Baruch College 2009 — 2010
Certification:, Accounting Principles & Forensic Accounting Certificates
New York University 2008 — 2009
Certification:, Not-For-Profit Accounting Certificate
Fashion Institute of Technology
J.P. Morgan May 2015 - Present
JV Creative Solutions LLC August 2013 - Present
Swiss Re September 2011 - April 2015
JPMorgan Chase May 2008 - September 2011
Bear Stearns July 1996 - May 2008
Deutsche Bank 1995 - 1996
Merrill Lynch 1993 - 1995
Skills
Derivatives, Hedge Funds, Fixed Income, Swaps, Options, Trading, Prime Brokerage, Credit Derivatives, Dodd-Frank, Risk Management, FX Options, Settlement, Bonds, Portfolio Management, Securities, Finance, Relationship Management, Team Building, Cross-functional Team..., Regulatory Compliance, Talent Management, Recruiting
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1992
Bachelor of Business Administration (BBA), Finance, General
Rush Lending Inc. November 2013 - Present
Pozebrand.com October 2014 - Present
JPMorgan Chase July 2011 - March 2013
Premier Realty and Inv Group July 2009 - June 2011
Skills
Customer Service, Financial Analysis, Finance, Sales, Supervising, Asset Managment, Business, Microsoft Excel, Windows, Microsoft Word, PowerPoint, Foreclosures, Invoicing, Leadership, Asset Management, REO, Real Estate, Management, Time Management, Banking, Microsoft Office, Teamwork, Social Media, Social Networking
Education
Nova Southeastern University 2015 — 2016
Master’s Degree, Accounting
Florida International University 2007 — 2010
Bachelor of Business Administration (BBA), Finance, General
Florida International University 2007 — 2010
Bachelor of business, Finance
Barry University 2006 — 2007
Michael Krop senior High School 2004 — 2005
High school Diploma
Capital One November 2013 - Present
JPMorgan Chase June 2011 - November 2013
CB Richard Ellis January 2008 - June 2011
KTR Newmark Real Estate Services May 2005 - December 2007
Jefferies & Company September 2002 - April 2005
Merrill Lynch 2000 - 2002
Education
UNIVERSITY AT ALBANY
B.S, Business Administration; Finance Concentration
Baruch College
New York State General Licensed Appraiser
JPMorgan Chase February 2007 - Present
Skills
Training, Sales, Management, Leadership, Time Management, Account Management, Recruiting, Sales Management, Performance Management, Customer Service, Negotiation, Retail Banking, Banking, Training & Development, Interviewing, New Business Development, Relationship Management, Coaching, Microsoft Excel, Microsoft Office, Social Media, Career Development..., P&L Management, Team Leadership, Team Building, Team Management, Consulting, Conflict Management, Community Service, Diversity, Strategic Planning, Finance Essentials, Change Management, Strategic Hiring, Performance Appraisal, Meeting Planning, Customer Retention, Influence Others, Interpersonal Skill, Problem Solving, Oral & Written..., Grace Under Pressure, Customer Satisfaction, Difficult Situations, Delegation, Flexible to Change, Financial Services, Consumer Lending, Leadership Development, Professional Mentoring
Education
City University of New York-Baruch College
Bachelor of Business Administration, Finance and Investments
Nassau Community College
Associate in Science, Business Administration
JPMorgan Chase October 2010 - Present
JPMorgan Chase & Co May 2009 - August 2009
JPMorgan Chase June 1998 - February 2009
Chase Bank May 1995 - June 1998
Skills
Banking, Relationship Management, Currency, FX Options, Trading, Commercial Banking, Options, Foreign Exchange, Derivatives, Financial Risk
Education
Baruch College, City University of New York (CUNY)
Baruch College, New York
BA, Industrial and Services Management
International Trade Center, University of San
PwC December 2012 - Present
PwC May 2011 - November 2012
JPMorgan Chase August 2010 - July 2011
JP Morgan Chase June 2008 - September 2010
Bear Stearns April 2007 - June 2008
FINRA 2006 - 2007
Skills
Training, Human Resources, Private Equity, Financial Analysis, Talent Management, Process Improvement, Business Analysis, Project Management, Organizational Design, Change Management, Recruiting, Leadership, PeopleSoft, Project Planning, Workforce Planning, Microsoft Office, Onboarding, Organizational..., Communication, Oracle Applications, UPK, Operational Compliance, Management Consulting
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Human Resources Management and Services
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase August 2013 - August 2015
JPMorgan Chase January 2010 - August 2013
InterContinental Capital Group June 2009 - January 2010
Skills
Sales, Communication, Building Relationships, Series 7, Profiling, Customer Service, Finance
Education
Barry University 2005 — 2009
Bachelor's of science, Finance, General
Vice President of Business development & General Manager September 2015 - Present
Futurex, Inc. June 2015 - September 2015
Banco do Brasil SA February 2012 - March 2014
Banco do Brasil April 2011 - February 2012
Citi Habitats March 2010 - September 2010
JPMorgan November 2006 - January 2009
JPMorgan Chase August 2005 - November 2006
New York Language Center June 2005 - December 2005
Banco do Brasil March 2003 - May 2005
Secretaria de Estado de Educação do Distrito Federal January 2004 - December 2004
Skills
Customer Relations, Financial Analysis, Compliance, Risk, People Management, Financial Risk, Management, Customer Service, Credit, Business Planning, Manage Client..., Project Management, Project Finance, Trade Finance, International Project..., International Finance, International Trade, International Trade Law, Risk Management, Credit Analysis, Equities, Fixed Income, Global Cash Management, Derivatives, Foreign Exchange, Capital Markets, Investments, Investment Banking, Financial Reporting, Financial Markets, Financial Modeling, Corporate Finance, Business Analysis, Banking, Relationship Management, Cash Management, Loans, Financial Services, Treasury Management, Trading, Due Diligence, Mutual Funds, Commercial Banking, Analysis, Credit Risk, Structured Finance, Securities, Private Banking, CRM, Finance
Education
City University of New York-Baruch College 2014 — 2016
Bachelor of Business Administration (BBA), Finance and investments
Baruch College - City University of New YorkNew 2009 — 2013
Post. Bac, Economics; Computer Information Systems
Universidade de Brasília/ UPIS 1999 — 2003
Bachelor's Degree, Business, Marketing, Tourism Management
Fortress Investment Group June 2015 - Present
JPMorgan Chase May 2014 - May 2015
EOS Accountants LLP January 2014 - April 2014
Education
Baruch College 2011 — 2013
Master of Science (MS), Specialized in Accountancy
University of Toronto 2006 — 2010
Bachelor of Science (BS), Specialized in Finance, Minor in German, 3.7/4.0 ( graduated in the top 10% of the class)
Universität Stuttgart 2008 — 2008
Summer Abroad Program
The Juilliard School
Evening division, Classical music history; music theory
QUALIFIED Employee Benefits, Inc. October 2013 - Present
Growth Minded Investment Services "GMIS" July 2012 - November 2013
Mutual of America September 2008 - June 2012
Metropolitan Life Insurance Company March 2005 - September 2008
JPMorgan Chase December 1997 - February 2005
Skills
Employee Benefits, Investments, Retirement Planning, Wealth Management, Financial Services, Qualified Retirement..., Personal Finance, Strategic Financial..., Deferred Compensation, Securities, Insurance, Benefits Administration, Wealth Accumulation
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2007
Master of Business Administration (M.B.A.), Management
Capital Market Company August 2014 - Present
Accenture June 2010 - August 2014
WebMD March 2008 - June 2009
American Home Mortgage September 2006 - September 2007
Deutsche Bank October 2005 - June 2006
Coastal Capital March 2002 - October 2005
Dreyfus Investments January 2001 - March 2002
Citigroup 2000 - 2001
JPMorgan Chase January 1997 - February 1998
Skills
Business Analysis, Business Requirements, Data Analysis, Retail Banking, Mortgage Banking, Mutual Funds, Investment Banking, Bloomberg Terminal, MarketAxess, Tradeweb, Project Management, SDLC, Agile & Waterfall..., Taxonomy, Data Mapping, Interface Analysis, Use Case Analysis, Business Requirements..., Functional Design, Flow Diagrams, Quality Center, Proprietary CRM..., Scope Planning, Story Pointing, Requirements Management, Requirement..., Functional Requirements, Agile Project Management, Program Management, Process Improvement, Analysis, CRM, Agile Methodologies, Software Documentation, Requirements Analysis, Strategy, Management, Capital Markets, Management Consulting, Requirements Gathering
Education
Teachers College of Columbia University 2008 — 2008
Certificate of Applied Business Analysis, Business
LIU Post 2001 — 2004
MBA, Finance, Management
Baruch College, City University of New York (CUNY) 1996 — 2000
BBA, Finance, International Marketing
Bank of Tokyo-Mitsubishi UFJ April 2011 - Present
Baruch College - Continuing and Professional Studies Program April 2010 - Present
StoneCastle Partners, LLC February 2007 - August 2009
JPMorgan Chase December 2005 - January 2007
JPMorgan Chase March 2002 - November 2005
Skills
Portfolio Management, Credit Analysis, Credit, Equities, Finance, Loans, Financial Structuring, Capital Markets, Financial Modeling, Financial Analysis, Investments, Investment Banking, Management, Commodity, Credit Risk, Private Equity, Alternative Investments, Mergers, Underwriting, Financial Risk, Negotiation, Fixed Income, Business Analysis, Risk Management, Analysis, Corporate Finance, Financial Markets, Leveraged Finance, Due Diligence, Asset Managment, Bloomberg, Valuation, Economics, Relationship Management, Competitive Analysis, Commercial Banking, Commercial Lending
Education
Columbia University - Columbia Business School
MBA, Finance
City University of New York-Baruch College
BBA, Accounting
Ready Set Rocket October 2010 - Present
Purple, Rock, Scissors! February 2009 - October 2010
Freshpair, Inc. February 2007 - February 2009
The Three Fat Men May 2004 - September 2008
JPMorgan Chase 2006 - 2006
Prudential Financial 2003 - 2005
Skills
PPC, SEO, Email Marketing, Social Media, Analytics, Multivariate Testing, Brand Management, Strategy, Digital Strategy, SEM, Web Analytics, Social Media Marketing, Online Advertising, Digital Marketing, Google Analytics, Affiliate Marketing, Omniture, E-commerce, Google Adwords, User Experience, Strategic Planning, Entrepreneurship, Copywriting, Marketing Strategy, Customer Acquisition, Mobile Marketing, Marketing, Wordpress, Integrated Marketing, Marketing Communications, Creative Direction, Blogging, Facebook, Advertising, Interactive Marketing, WordPress, Lead Generation, Online Marketing, Information Architecture, Viral Marketing, Landing Page..., Web Marketing, Display Advertising, Content Strategy, Brand Development, Conversion Optimization, Media Buying, Digital Media, New Media, Web Development
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
MBA, Entrepreneurship/Entrepreneurial Studies
Pace University - Lubin School of Business 2004 — 2005
University of Central Florida - College of Business Administration 1999 — 2002
FDM Group November 2014 - Present
JPMorgan Chase June 2013 - November 2014
Elite Learning Group Inc July 2006 - June 2013
Merrill Lynch July 2008 - September 2008
Citigroup July 2007 - September 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg, Research, Financial Analysis, Investments, Financial Modeling, Valuation, Customer Service, C++, Economics, Teamwork, Data Analysis, Project Management, SQL, ITIL, SDLC, Business Analysis
Education
Binghamton University 2009 — 2012
Bachelor of Science, Financial Economics
Baruch College, City University of New York (CUNY) 2008 — 2008
Bachelor's Degree, Accounting and Finance, 3.65
John Dewey High School
JPMorgan Chase - JP Morgan Asset Management July 2010 - July 2013
JPMorgan Chase April 2010 - July 2010
Women's World Banking February 2010 - March 2010
NASDAQ OMX (also known as The Nasdaq Stock Market, Inc.) May 2008 - July 2009
Pace Student Government Association May 2007 - May 2009
New York County District Attorney's Office January 2008 - April 2008
New York Office of the Attorney General May 2006 - January 2008
Skills
Auditing, Accounting, Finance, Account Reconciliation, Tax, Portfolio Management, Management, Due Diligence, Leadership, Internal Audit, Budgets, Financial Analysis, Mergers & Acquisitions, Accounts Payable, Analysis, Project Management, Financial Modeling, Microsoft Office, Fixed Income, Equities, Capital Markets, Microsoft Excel, Investments, Bloomberg, Data Modeling, Data Analysis, Mathematical Modeling, Statistical Modeling, Reporting & Analysis, Financial Reporting, Reporting Systems, Databases, Financial Statements, Financial Services, Financial Markets, P&L Financial Management, Corporate Finance, Social Media, PowerPoint, Microsoft Word, Valuation, vba, quantitative finance, Quantitative Analytics, Separately Managed...
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Science (MS), Quantitative Methods and Modeling
Pace University - Lubin School of Business 2005 — 2009
Dual BBA, Finance & Public Accounting
New York University - SCPS
Professional Certificate, Business FInance Fundamentals, 4.0
AIG July 2013 - Present
Felten Advisers L.L.C. February 2009 - June 2013
JP Morgan Chase 2005 - 2008
JP Morgan Chase 1995 - 2004
JPMorgan Chase 1992 - 1995
JP Morgan Chase 1983 - 1992
Skills
Accounting, Print Services, Risk Management, Financial Management, Change Management, Program Management, Leadership, Managerial Finance, Mergers & Acquisitions, Strategy, Banking, Business Strategy, Portfolio Management, Investments, Asset Management, Due Diligence, Financial Analysis, Team Leadership, Financial Services, Team Building, Six Sigma, Auditing, Human Resources, Finance, Organizational..., Internal Controls, Business Process..., Internal Audit, Executive Management
Education
Baruch College, City University of New York (CUNY) 1973 — 1975
BBA, Acounting
JPMorgan Chase February 2014 - Present
JPMorgan Chase January 2013 - February 2014
JP Morgan Chase January 2011 - January 2013
JPMorgan Chase 2003 - January 2011
J.P. Morgan September 1996 - 2002
Prudential Securities February 1992 - September 1996
Skills
Program Management, Project Management, Business Analysis, Quality Assurance, Compliance, Mutual Funds, Trading Systems, Fixed Income, Securities, Portfolio Management, Equities, Hedge Funds, Team Leadership, Structured Products, Equity Derivatives, Scrum, Offshore Management, Foreign Exchange, Java, Financial Services, Derivatives, KYC, AML, SDLC, Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
MS Finance, Finance
Carleton College 1987 — 1991
BA, Economics
Stuyvesant High School 1984 — 1987
NAA Life October 2011 - Present
PwC January 2011 - September 2011
JPMorgan Chase July 2005 - July 2010
JPMorgan Chase 2000 - 2005
Chemical Bank merged with Chase Bank June 1986 - August 2000
Chemical Bank August 1980 - May 1985
Education
The Chubb Institute 1999 — 2000
Tech Support Specialist Diploma, Tech Support
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Computer Science, Accounting
Ash Cash Enterprises, LLC November 2005 - Present
WHCR 90.3FM October 2014 - Present
Urban UpBound Federal Credit Union June 2013 - June 2014
Citi May 2012 - June 2013
Carver Federal Savings Bank September 2009 - October 2011
JPMorgan Chase November 1999 - September 2009
Skills
Banking, Personal Finance, Public Speaking, Team Building, Coaching, Television, Financial Planning, Radio, Strategic Financial..., Finance Consulting, Public Relations, Event Management, Risk Management, Social Media, Music, Sales, Entertainment, Small Business, Marketing, Community Outreach, Entrepreneurship, Nonprofits, Social Media Marketing, Blogging, CRM, Recruiting, Social Networking, Savings, Credit Management, Finance
Education
Baruch College, City University of New York (CUNY)
BBA in Entrepreneurship, Communication and Media Studies (Minor)
Borough of Manhattan Community College 1999 — 2004
AAS, Finance and Investments
UBIC North America June 2015 - Present
Bond Street Group, LLC August 2014 - May 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2013 - October 2013
New York Blood Center December 2012 - March 2013
New York Blood Center January 2011 - December 2012
Coler-Goldwater Specialty Hospital and Nursing Facility November 2009 - January 2011
ACQC Advocacy Group November 2008 - November 2009
JPMorgan Chase June 2008 - October 2008
Baruch College 2008 - 2008
Baruch College Technology Center 2007 - 2008
Skills
Typing, Microsoft Word, Microsoft Excel, Crystal Reports, Ceridian, PowerPoint, Public Speaking, Long Distance Running, Customer Service, Human Resources, Recruiting, Onboarding, HRIS, Data Entry, Time Management, Interviews, Sales, Access, Training, Facebook, New Hire Orientations, Lotus Notes, Employee Relations, Microsoft Office, Leadership, Hiring
Education
Baruch College 2012 — 2015
Master of Science (M.S.), Labor Relations
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Human Resources Management and Services
The American Institute of Architects (AIA) January 2014 - Present
American Academy of Otolaryngic Allergy June 2012 - December 2013
WilmerHale October 2007 - June 2012
The College Board December 2006 - July 2007
JPMorgan Chase March 2004 - November 2006
JPMorgan Chase August 2002 - March 2004
Skills
Contract Negotiation, Meeting Management, Project Management, Site Selection, Risk Management, Special Events, Conferences, Program Management, Budget Management, Strategic Planning, Budgets, Event Management, Location Intelligence, Grant Writing, Microsoft Word, Research, Vendor Management, Relationship Management, Nonprofits, Strategy, Leadership Development, Project Planning, Event Planning, Negotiation, Management
Education
The George Washington University - School of Business 2009 — 2012
Master of Tourism Administration, Event Management
City University of New York-Baruch College - Zicklin School of Business 1998 — 2002
Bachelor of Buisness Administration, Finance and Investments
BBVA Compass September 2015 - Present
Bank of America September 2011 - April 2015
Capital One January 2010 - September 2011
JPMorgan Chase August 2006 - January 2009
ADP August 2003 - August 2006
Skills
Banking, Small Business Lending, Commercial Banking, Credit, Cross Selling, Retail Banking, Commercial Lending, Portfolio Management, Sales Management, Financial Analysis, Loans, Cash Management, Consumer Lending, New Business Development, Wealth Management, Credit Analysis, Relationship Management, Mortgage Lending, Lines Of Credit
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
MBA, Finance
St. Joseph's College 1999 — 2003
Bachelor, Business
JPMorgan Chase 2011 - Present
TotalBank March 2009 - July 2011
West Kendall Business Association 2008 - 2010
Citibank June 2003 - February 2009
Washington Mutual / CHASE August 1991 - June 2003
Skills
Life Insurance, Variable Annuities, Health Insurance, Investments, Mutual Funds, Series 63, Fixed Annuities, Banking, Commercial Banking, Loans, Mortgage Lending, Credit, Portfolio Management, Credit Analysis, Small Business Lending, Finance, Leadership, Business Development, Cross Selling, Management, Relationship Management, People Skills
Education
Barry University 2000 — 2002
BS, Business Administration & Professional Studies
Tulane University - A.B. Freeman School of Business 1999 — 2002
MBM, Masters In Business Management
Miami Dade College 1990 — 1993
AA Liberal Arts, Secondary Education
Goldmine Solutions 1997 - Present
JPMorgan Chase January 2000 - July 2006
JPMorgan Chase January 1995 - January 2000
Time Incorporated 1981 - 1985
George Davidsohn & Son Information Technology January 1980 - January 1981
Beth Rivkah High School September 1970 - June 1979
Skills
Mergers, Finance, Business Analysis, Program Management, Financial Services, Change Management, Process Improvement, Banking, Risk Management, Strategic Planning, Team Building, Coaching, Mergers & Acquisitions, Project Management, Training, Project Portfolio..., Integration, Resume Writing, Interviews, Leadership, Strategy, Leadership Development, Management, Organizational..., Recruiting, Analysis
Education
New York University 2006 — 2006
Career Counseling
Baruch College, City University of New York (CUNY) 1979 — 1979
Computer Science
Beth Rivkah Teachers Seminary 1970 — 1972
BA Education, Education
Bernard M. Baruch College
Certificate; Associate Degree, Computer Programming; Education
New York University
Barclays December 2013 - Present
Barclays September 2008 - December 2013
Lehman Brothers November 2007 - September 2008
JPMorgan Chase 2006 - 2007
BNP Paribas 2004 - 2006
AIG 2003 - 2004
Skills
Regulatory Affairs, Compliance Regulations, Compliance, Commodity, Project Management, Trading, Hedging, Investment Banking, Commodity Markets, Options, Derivatives, Equities, Valuation, User Acceptance Testing, Swaps, Financial Reporting, Energy, Natural Gas, Audit, Energy Trading, Energy Commodities, Crude, Financial Derivatives, CME, HTML, Website Building, Website Development, Management, Risk Management
Education
New York University 2010 — 2012
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
MBA
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
BBA
Bronx High School of Science 1995 — 1999
Regents Diploma
JPMorgan Chase September 2011 - Present
JPMorgan Chase January 2008 - September 2011
JPMorgan Chase December 2006 - December 2007
JPMorgan Chase February 2006 - November 2006
Skills
Banking, Loans, Mortgage Lending, Insurance, Investment Banking, Branch Banking, Fixed Annuities, Investments, Loan Origination, Retail Banking, Sales, Management, Finance, Financial Services, Credit, Portfolio Management, Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance & Investments
Automatic Data Processing, Inc December 2007 - Present
Automatic Data Processing, Inc June 2003 - 2007
Deutsche Bank March 2002 - September 2002
JPMorgan Chase March 1986 - June 2001
Chase Manhattan Bank 1986 - 2001
Chemical Bank 1986 - 2001
Warner Computer Systems 1983 - 1984
Skills
Process Improvement, SDLC, Program Management, PMO, Vendor Management, Software Project..., CRM, ITIL Certified, PMO Design, PMO Development, Business Planning, Business Process..., Emergency Services, Leadership, Governance, PMP, IT Strategy, Certified Project..., Technology Management, Team Building, Management, Enterprise Software, Business Analysis, Outsourcing, Quality Assurance, Project Management, Team Leadership, Project Portfolio..., Software Documentation, Analysis, Service Delivery, Business Process, Testing, Requirements Analysis, Integration, Information Technology, Resource Management, Business Intelligence, Requirements Gathering, SaaS, Agile Methodologies, IT Management, Agile Project Management, Solution Architecture, ITIL, SharePoint, Project Delivery, Cloud Computing, Visio
Education
Baruch College, City University of New York (CUNY) 1986 — 1991
MBA, Finance & Investments
New York University 1978 — 1982
BA, Computer Science
Yeshivah Of Flatbush 1974 — 1978
Perficient April 2014 - Present
Syntel August 2008 - April 2014
TPG Software January 2003 - August 2008
JPMORGAN CHASE 2001 - 2002
Thomson Financial 2000 - 2001
ELEPHANTX DOT COM, LLC 1999 - 2000
AKS ASSOCIATES 1997 - 1999
REUTERS AMERICA INC 1994 - 1997
Thomson Financial 1985 - 1994
Skills
Capital Markets, Fixed Income, Hedge Funds, Financial Services, Derivatives, Options, Financial Modeling, Product Management, Competitive Analysis, Bonds, Business Planning, Business Strategy, Leadership, Marketing Strategy, Finance, Sales, Sales Operations, Product Development, Mergers & Acquisitions, Sales Management, Sales Process, Valuation, Pricing, Business Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2000
Executive MBA
University of Hartford 1981 — 1985
B.A. B.S
JPMorgan Chase August 2011 - Present
Skills
Change Management, Auditing, Management, Process Improvement, Business Process..., Project Management, Training
Education
Barry University
Bachelor
Kaplan University
Masters of Art
JPMorgan Chase August 2013 - Present
Gen II Fund Services, LLC October 2010 - August 2013
Baruch College June 2007 - June 2010
Warner Music Group September 2009 - May 2010
Skills
Accounting, Financial Reporting, Financial Analysis, Account Reconciliation, US GAAP, Private Equity, Customer Service, Excels, Tax, Income Tax, Access, PowerPoint, Research
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Master of Science, Taxation
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Accounting
JPMorgan Chase September 2013 - Present
Citi September 2007 - Present
Merrill Lynch / Blackrock October 2005 - June 2007
Goldman Sachs 2004 - 2005
Deutsche Bank April 2001 - April 2004
CDC 1998 - 2001
Bankers Trust October 1992 - May 1998
Skills
Middle Office, Fixed Income, Derivatives, Equities, Business Analysis, Project Management, SDLC, Capital Markets, Wealth Management, Global Custody, Bonds, Compliance, Requirements Analysis, PMO, Product Management, Program Management, Business Requirements, Trading Systems, Investment Management, Foreign Exchange, Back Office, Financial Services
Education
Baruch College, City University of New York (CUNY) 1987 — 1992
BBA
MMK College Of Commerce & Economics 1980 — 1985
B Com
St Theresa's High School, Mumbai 1970 — 1980
High School
Federal Reserve Bank of New York June 2015 - August 2015
Sumitomo Mitsui Trust Bank July 2011 - August 2014
Sumitomo Trust and Banking December 2008 - July 2011
JPMorgan Chase November 2007 - December 2008
Skills
Statistical Data..., Statistical Modeling, R, SAS, SQL, Microsoft Excel, Foreign Exchange, FX Options, Trading, Bloomberg Terminal, Derivatives, Options, Capital Markets, Financial Markets, Financial Modeling, Interest Rate..., Technical Analysis, Microsft Access, Global Macro
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's degree, Quantitative Methods and Modeling
New York University 2008 — 2011
Continuing Education, Finance
Fordham University 2004 — 2007
BSc, Finance
Empire Telecom USA, LLC October 2013 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2012 - October 2013
Redwing Enterprises July 2010 - March 2012
Bergson Strategies 2009 - January 2010
Robert Half Finance & Accounting 2007 - 2008
HSBC 2005 - 2007
JPMorgan Chase 2003 - 2005
Citibank (Banamex USA) 2000 - 2003
Skills
Cross-functional Team..., Business Development, CRM, Leadership, Management, Project Management, Budgets, Analysis, Contract Negotiation, Training, Recruiting, Market Research, Sales, Contract Management, Operations Management, Marketing, Project Planning
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Highland High
Highland High
Highland High
Tangoe February 2014 - Present
AdCarib November 2013 - January 2014
BrandReach October 2012 - October 2013
BizzTechnologies May 2007 - October 2012
JPMorgan Chase December 2001 - January 2007
Bond Technologies December 1998 - October 2001
Bond Technologies December 1998 - October 2001
Skills
Software Development, IT Service Management, IT Strategy, IT Operations, Business Analysis, Business Process..., Business Strategy
Education
City University of New York-Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Computer and Information Sciences
Baruch College, City University of New York (CUNY)
Bachelor's degree, Computer and Information Sciences and Support Services
Mizuho Securities USA Inc. August 2015 - Present
JPMorgan Chase October 2013 - August 2015
MacAndrews & Forbes Holdings Inc. July 2013 - October 2013
NEUBERGER BERMAN LLC November 2008 - July 2013
BEAR, STEARNS & CO. INC April 2006 - June 2008
GCP CAPITAL GROUP June 2004 - March 2006
AccountNet, Inc June 2001 - April 2004
Skills
Onboarding, Human Resources, QuickBooks, Travel Arrangements, Spreadsheets, Outlook, Microsoft Excel, PowerPoint, Customer Service, Management, Office Management, Administrative..., Employee Relations, Training, Recruiting, Microsoft Office, Leadership, Process Improvement, Vendor Management, Microsoft Word, PeopleSoft, Finance, Employee Benefits, Budgets, Asset Management, Accounting, Alternative Investments, Portfolio Management, Banking, Financial Analysis, Equities
Education
Barton College 1993 — 1996
Broadcast Communications
Barton College 1993 — 1996
Broadcast Journalism
City University of New York; Continuing Education & Professional Studies October 2008 - Present
HELP - Haitian Education & Leadership Program March 2012 - July 2012
Hetrick-Martin Institute June 2011 - December 2011
Carrie4Nassau County Clerk Campaign March 2009 - November 2009
Morgan Stanley August 2006 - March 2008
JPMorgan Chase July 2005 - July 2006
ESP, INC., On-Site at Morgan Stanley March 2004 - June 2005
TIAA-CREF June 1999 - September 2003
Skills
Program Management, Management, Leadership, Project Management, Strategy, Training, Public Speaking, Nonprofits, Financial Modeling, Financial Analysis, Microsoft Office, Non-profits, Solid organizational,..., Curriculum Design and...
Education
Baruch College, School of Public Affairs 2010 — 2012
Executive Master Public Administration, Non-Profit/Public/Organizational Management
City University of New York-Baruch College
Bachelor of Business Administration (BBA), International Marketing
Project Management Institute
Project Management Professional (PMP) Certification, Project Management
Municipal Credit Union June 2013 - Present
JPMorgan Chase September 2011 - June 2013
Santander / Sovereign Bank October 2010 - September 2011
Bank of America April 2007 - September 2010
Trump Mortgage 2004 - 2006
Skills
Loans, Mortgage Banking, Mortgage Lending, Credit, Loan Origination, Construction Loans, Mortgage Underwriting, Credit Analysis, FHA, Real Estate
Education
City University of New York-Baruch College
BA
JPMorgan Chase September 2013 - Present
JP Morgan Chase February 2010 - September 2013
JPMorgan Chase October 2008 - February 2010
Washington Mutual Bank October 2002 - September 2008
The Dime Savings Bank of New York, FSB March 1995 - September 2002
The Dime Savings Bank of New York, FSB September 1982 - March 1995
Skills
Call Centers, Mortgage Servicing, Process Improvement, Loss Mitigation, Banking, Leadership, Management, Mortgage Banking, Default, Customer Service, Loans, Retail Banking, Vendor Management, Loan Servicing, Business Analysis, Call Center, Foreclosures, Project Management, Business Process..., Analysis, Customer Experience, Customer Satisfaction, Performance Management, Coaching
Education
Baruch College 1985 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Queensborough Community College 1983 — 1984
Associate of Science (A.S.), Computer Programming
The Madison Square Garden Company October 2014 - Present
Girl Scouts of the USA January 2013 - September 2013
EmblemHealth November 2009 - November 2011
Oce Business Services June 2005 - October 2009
JPMorgan Chase July 1999 - August 2004
JP Morgan Chase April 1997 - June 1999
JP Morgan Chase September 1989 - March 1997
Skills
HRIS, Human Resources, Incentive Programs, Policy, Job Evaluation, Analysis, Budgets, Deferred Compensation, Job Descriptions, Personnel Management, Salary, Employee Benefits, Onboarding
Education
City University of New York-Baruch College 1996 — 2013
BA, Psychology
New York City Technical College 1992 — 1996
AS, Marketing and Sales
World at Work Professional Association
CCP, Compensation
J.P. Morgan December 2014 - Present
JPMorgan Chase November 2012 - November 2014
JPMorganChase January 2011 - November 2012
JPMorgan Chase July 2007 - December 2010
Skills
Financial Analysis, Financial Reporting, Financial Statement..., Leadership, Teamwork, SEC filings, Forecasting, GAAP, Accounting, Financial Statements, Sarbanes-Oxley, Financial Modeling, Financial Accounting, Budgets, Internal Controls, Treasury, Finance, General Ledger, XBRL, Auditing, Account Reconciliation, Treasury Management, Corporate Finance, Valuation, Credit, Banking, Tax, Strategic Financial..., Risk Management, Variance Analysis, Due Diligence, Analysis, Managerial Finance, Equities, Sarbanes-Oxley Act, US GAAP, CPA, Financial Risk, Cash Flow, IFRS, Financial Services, Private Equity, Business Valuation, SEC Filings, Financial Planning
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
BBA, Accounting
JP Morgan Chase March 1990 - Present
JP Morgan Chase 1990 - October 2009
JPMorgan Chase 1990 - 2009
Dreyfus 1988 - 1990
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA, Computer Information Systems
Pre-College
Friedland Realty Advisors June 2015 - Present
Macrobond Financial May 2014 - February 2015
JPMorgan Chase March 2013 - 2014
PGi July 2012 - February 2013
State Street Alternative Investment Solutions November 2010 - June 2012
Infovest21 LLC August 2009 - June 2010
AXA Equitable June 2009 - August 2009
Charles P. Rogers Beds 2007 - 2009
UBS September 2008 - December 2008
Skills
Cloud Computing, SaaS, Mobile Devices, Project Management, Salesforce.com, CRM, New Business Development, Business Development, Business Strategy, Networking, Strategic Planning, Account Management, Direct Sales
Education
City University of New York-Baruch College 2006 — 2010
BBA, Economics
JPMorgan Chase 2013 - Present
National Bank of Kuwait 2011 - 2013
Brown Brothers Harriman & Co 2007 - 2011
Toronto Dominion Bank February 2006 - October 2007
Skills
Banking, KYC, AML, Bank Secrecy Act, Client Service Oriented, Due Diligence, Risk Assessment, Tax Advisory, Tax Preparation, Operational Risk..., OFAC, Sanction, Financial Risk, SWIFT payments, Asset Managment, Payments, Financial Services, Loans, Analysis, Securities, Private Banking, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BA
Keryx Biopharmaceuticals June 2014 - Present
Barash, Friedman, Friedberg & Adasko, CPAS, P.C August 2012 - February 2014
City University of New York July 2013 - August 2013
JPMorgan Chase February 2011 - July 2012
Starbucks Coffee Company July 2007 - February 2011
Skills
Accounting, Microsoft Office, Financial Statements, Sales, Customer Service, Bookkeeping, QuickBooks, Payroll, Management, Research, Banking, Bank Reconciliation, Microsoft Suites, ProSystem fx Tax, Microsoft Excel, Entrepreneurship, Public Speaking, Sage ERP X3, Concur
Education
BARUCH COLLEGE, Zicklin School of Business 2012 — 2014
Master of SciencePresent, Accountancy
City University of New York-Baruch College - Zicklin School of Business 2008 — 2010
Bachelor, Entrepreneurship management
JPMorgan Chase October 2013 - Present
JPMorgan Chase July 2011 - October 2013
JPMorgan Chase June 2008 - August 2011
JPMorgan Chase October 2005 - May 2008
Skills
Analysis, Asset Managment, Bloomberg, Corporate Finance, Credit Derivatives, Finance, Financial Analysis, Financial Markets, Financial Modeling, Strategy, Wealth Management, Financial Reporting, Asset Management, Investment Banking, Investments, Microsoft Excel, Portfolio Management, Risk Management, Trading, Valuation
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance & Investments, Sociology
Stony Brook University Hospital July 2012 - Present
Stony Brook University September 2010 - June 2012
JPMorgan Chase August 2005 - April 2010
JPMorgan Chase August 1996 - August 2005
JPMorgan Chase January 1993 - January 1995
JPMorgan Chase January 1992 - January 1993
JPMorgan Chase January 1981 - January 1991
Skills
Customer Service, Financial Reporting, Accounting, Financial Analysis, Microsoft Office, Account Reconciliation, Spanish, Teamwork, Finance, Banking, Microsoft Word, Portfolio Management, Microsoft Excel, Analysis, Budgets, Cash Management, Financial Risk, Credit, Risk Management, Time Management, Employee Benefits, Financial Services, Leadership, Asset Management, Investments, Process Improvement, Accounts Receivable, Financial Accounting, Accounts Payable, Forecasting, PeopleSoft
Education
St. Joseph's College 2003 — 2006
Master Business Administration
Baruch College, City University of New York (CUNY) 1975 — 1979
Bachelor of Business Administration
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase April 2013 - January 2015
JPMorgan Chase June 2012 - April 2013
FXCM April 2010 - May 2012
JPMorgan Chase June 2011 - December 2011
Columbia University September 2005 - January 2007
Skills
Equities, Microsoft Excel, Investment Banking, Investments, PowerPoint, Financial Markets, Microsoft Office, Training, Analysis, FX Options, Accounting, Banking, Securities, Financial Services, Strategy, Financial Risk, Foreign Exchange, Financial Analysis, Finance, Fixed Income, Portfolio Management
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
BBA, Finance, 3.73
Brooklyn Tech High School 2004 — 2008
Advance Regents Diploma, Technology and Liberal Arts
EY October 2014 - Present
JPMorgan Chase March 2012 - September 2014
eMusic August 2011 - January 2012
Skills
OneSource, Lotus Notes, Microsoft Dynamics GP, Business Objects, Microsoft Office, SAP GL, QuickBooks, Microsoft Excel, Great Plains Software, Outlook, Auditing, Financial Reporting, Accounts Receivable, Accounting
Education
City University of New York-Baruch College 2013 — 2014
Master of Science (M.S.), Taxation
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration, Accounting
JPMorgan Chase 2011 - Present
Goldman Sachs 2004 - 2011
Skills
Finance, Management, Controls Assessment, People Development, Settlement, Fixed Income, Hedge Funds, Prime Brokerage, Equities, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Financial Services, Investment Banking, Trading, Trading Systems, Securities, Risk Management, Middle Office
Education
Baruch College
Bachelor of Business Administration (BBA), Finance and Investments