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
RPM Mortgage, Inc. 2012 - Present
Bank of America 2009 - 2012
JPMorgan Chase 2000 - 2009
Skills
Residential Mortgages, New Home Loans, Refinance, Second Home Loans, Investment Property..., First Time Home Buyers, FHA financing, VA Financing, Short Sales, Foreclosures, REO
Education
State University of New York College at Brockport
Bachelor's Degree, Psychology
BancTec June 2012 - Present
GTESS Corporation (acquired by BancTec June 2012) October 2009 - June 2012
JPMorgan Chase October 2006 - September 2009
TC3 Health March 2005 - June 2006
GTESS Corporation March 1995 - October 2004
BancTec February 1985 - May 1995
Skills
Product Management
Education
State University of New York College at Buffalo 1981 — 1984
Bachelor of Science, Business with Minor in Computer Science
JPMorgan Chase September 2014 - Present
JPMorgan Chase July 2012 - September 2014
JPMorgan Chase December 2010 - June 2012
Corinthian Colleges November 2009 - December 2010
Global Education Management Corp January 2009 - November 2009
Enterprise Rent-A-Car November 2006 - December 2008
Skills
Customer Service, Employee Relations, Team Building, Coaching, Microsoft Office, Career Development, Social Media Marketing, Event Planning, Event Management, Fundraising, Non-profits, Banking, Credit, Loans, Mortgage Lending, Investment Banking, Portfolio Management, Financial Services, Equities, Financial Analysis, Risk Management
Education
University of Phoenix 2008 — 2010
Master's degree, Human Resources Management and Services
SUNY Cortland 2002 — 2006
International Studies, Global Economic Systems
Comdata April 2015 - Present
RJ Reynolds February 2011 - February 2015
JPMorgan Chase August 2009 - February 2011
GMR Marketing May 2009 - February 2011
Education
State University of New York College at Brockport 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
The Pampered Chef January 2013 - Present
3 PV July 2008 - March 2012
JPMorgan Chase May 1998 - July 2010
Skills
Customer Service, Independent Living, Work Well Independently, Advocacy, Non-profit Volunteer, Team Building, Public Speaking, Facebook
Education
SUNY Cortland 1986 — 1987
Bachelor's degree, Sociology
Suny Morrisville 1984 — 1985
Associate of Arts (AA), General Studies
Credit Suisse Asset MGT LLC January 2015 - Present
Napier Park Global Capital fka Citigroup Alternative Investments February 2000 - December 2014
JPMorgan Chase 1997 - 2000
Van Eck Global 1995 - 1997
Skills
Fixed Income, Equities, Loans, Vendor Management, Contract Negotiation, Business Planning, Business Analysis, Investments, Management, Financial Services, Accounting, Hedge Funds, Coaching, Risk Management, Asset Management
Education
State University of New York at New Paltz 1991 — 1993
Bachelor of Science (B.S.), Accounting
Wells Fargo- Commerical Bank May 2014 - Present
JPMorgan Chase May 2009 - May 2014
Bank of America January 2004 - May 2008
Skills
Commercial Lending, Commercial Banking, Cash Management, SBA, Management, Lines Of Credit, Mergers & Acquisitions, Deposits, Treasury Services, Banking, Credit Analysis, Sales, CRM, Loans, Portfolio Management, Sales Management, Business Development, Credit
Education
State University of New York College at Brockport 1997 — 2001
BS, Marketing
Bank of America June 2013 - Present
JPMorgan Chase October 2011 - April 2013
Zelig Law Goup January 2011 - July 2011
BuffaloRising.com January 2010 - March 2011
The Buffalo State Record September 2006 - May 2010
North Flatbush Improvement District June 2006 - August 2006
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Communication, Highly self-motivated, Analytical Thinker, Flexibility, Adept problem-solver, Adaptability, Dependable Team Player, Committed to..., Research, Analytical Skills, Time Management, Strategy, Software Documentation, Policy, Mortgage Professional, Financial Risk, Analysis, Call Centers, Interviews, Process Improvement, Data Analysis, Proofreading, Mortgage Banking, Loans, Mortgage Lending, KYC, Banking, Loan Origination
Education
State University of New York College at Buffalo 2006 — 2010
Bachelors of Arts, Journalism
Community Bank, N.A. June 2010 - Present
HSBC December 2005 - June 2010
JPMorgan Chase July 1987 - December 2005
Skills
Credit, Credit Analysis, Commercial Banking, Commercial Lending, Portfolio Management, Loans, Small Business Lending, Credit Risk, Cash Management, Commercial Mortgages, Retail Banking, Underwriting, Lines Of Credit, Loan Origination, Consumer Lending, Mortgage Lending
Education
SUNY Geneseo 1983 — 1987
Bachelor's degree, Management Science
JPMorgan Chase May 2014 - Present
Barclays Investment Bank August 2013 - May 2014
Barclays Wealth and Investment Management May 2013 - July 2013
Prudential Financial January 2012 - December 2012
New York State Banking Department May 2007 - August 2008
Skills
Advanced skills in..., Data Entry, Time Management, Ability to Obtain and...
Education
SUNY Brockport 2006 — 2011
Bachelor of Science (BS), Business Administration
Keller Williams Realty 2009 - Present
Keller Willams Realty 2009 - July 2012
JPMorgan Chase September 1998 - June 2009
Skills
Foreclosures, Sellers, New Home Sales, Move Up Buyers, Buyer Representation, First Time Home Buyers, Home Staging, Single Family Homes, Relocation, Relocation Buyers, Referrals, Listings, Buyers, Short Sales, REO, Negotiation, National Association of..., Condos, SFR
Education
State University of New York College at Brockport 1994 — 1997
Westbury Highshcool 1990 — 1993
People's United Bank April 2011 - Present
Capital One Bank May 2007 - November 2010
JPMorgan Chase March 2000 - May 2007
Skills
Commercial Banking, Loans, Banking, Customer Retention, Small Business Lending, Commercial Lending, Loan Origination, Retail Banking, Management, Sales, Credit, Portfolio Management, Credit Risk, Credit Analysis, Mortgage Lending, Branch Banking, Consumer Lending
Education
SUNY Cortland 1982 — 1986
BS, Economics
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase May 2013 - Present
Ernst & Young October 2011 - May 2013
Tech Mahindra September 2006 - July 2010
Skills
Business Analysis, Visio, Requirements Analysis, SQL, Access, Oracle, Data Analysis, UML, MS Project, HTML, SAS programming, Spotfire, Core Java, Sun Certified Java..., J2EE Application..., CRM, Databases, Software Documentation, JavaScript
Education
State University of New York College at Buffalo 2010 — 2011
Master of Science (MS), Management Information Systems
University of Mumbai 2003 — 2006
B.E, Computers
Bank of America Home Loans August 2006 - Present
Countrywide Home Loans August 2006 - March 2009
JPMorgan Chase March 1994 - August 2006
Skills
Mortgage Lending, Credit, Mortgage Banking, Loans, Loan Origination, Operational Risk..., Banking, Credit Risk, Commercial Lending, Mortgage Underwriting, Refinance, Underwriting, Risk Management, Credit Analysis, Residential Mortgages, Commercial Banking, Financial Risk
Education
State University of New York College at Brockport 1988 — 1990
B.S, Business - finance
Paradigm Precision June 2013 - Present
Alorica July 2009 - June 2013
Denny's January 2006 - December 2008
JPMorgan Chase August 2004 - December 2005
OppenheimerFunds June 1999 - August 2004
Skills
Forecasting, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Strategic Financial..., Strategy, Financial Modeling, Strategic Planning, Financial Reporting, Management, Market Research, Budgets, Corporate Finance, Project Management, Team Building, Outsourcing, M&A experience, Corporate Real Estate, Pricing Strategy, Pricing Analysis, Divestitures, Capital Budgeting, Capital Projects, Due Diligence, Real Estate Transactions, Data Analysis, NPV, Business Valuation, Strategic Thinking, Financial Forecasting, Corporate Budgeting, Income Statement, Essbase, Mentoring Of Staff, DCF Valuation, IRR, Fortune 500, Solution Implementation, Hyperion Planning, Consolidated Financial..., Leadership, P, Financial Planning, Executive Management, Analysis
Education
State University of New York College at Cortland 1995 — 1999
B.S., Economics
JPMorgan Chase 2006 - December 2009
JPMorgan Chase November 2004 - December 2005
JPMorgan Chase February 1990 - October 2004
Education
State University of New York College at Brockport 1980 — 1982
State University of New York College at Brockport
Bachelor's, Business Administration
CGI March 2009 - Present
Open Systems Technologies February 2004 - September 2007
JPMorgan Chase January 1996 - December 2003
JPMorganChase 1975 - 2003
JPMorgan Chase July 1975 - December 1995
Education
State University of New York College at Cortland 1971 — 1975
BS, Mathmatics
DOL September 2014 - Present
JPMorgan Chase May 2014 - August 2014
TEKsystems October 2013 - April 2014
Ciber September 2012 - September 2013
Cigna February 2012 - June 2012
Independence Blue Cross April 2003 - February 2012
Charles Schwab August 2000 - April 2002
Safeway October 1997 - June 1999
Skills
XML, FTP, Java, HTML, Solaris, Yourdon, TCP/IP, C++, TIBCO, SDLC, DB2, PVCS, Business Analysis, Business Requirements, Testing, Unix, Databases, Cross-functional Team..., Requirements Analysis, Analysis, Business Process, Visual Basic, Software Documentation, Agile Methodologies, Integration, Requirements Gathering, Business Intelligence, Visio, SharePoint, Data Analysis, Oracle, Systems Analysis, Software Development, Quality Assurance, Process Improvement, Data Warehousing, Vendor Management, Access, Software Project..., Project Planning, PMO, Business Process..., MS Project
Education
State University of New York College at Cortland 1983 — 1985
BS, Business Administration
TC3 Dryden NY 1981 — 1983
Associates of Science, Systems & Programming
JPMorgan Chase October 2009 - Present
SUNY Brockport August 2008 - May 2009
Cantina Restraunt and Bar March 2002 - May 2004
Skills
Multi Tasking, Teamwork, Self-driven
Education
SUNY Brockport 2004 — 2009
Bachelor's degree, Communication, General
SUNY New Paltz August 2015 - Present
Neighborhood Defender Service of Harlem June 2015 - August 2015
EOP Peer mentor August 2014 - May 2015
New Country Day Camp June 2014 - August 2014
SUNY New Paltz Campus Auxiliary Services October 2013 - May 2014
JPMorgan Chase July 2013 - August 2013
PENCIL July 2012 - August 2012
The Kips Bay Boys & Girls Club June 2010 - August 2010
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Outlook
Education
SUNY New Paltz 2013 — 2017
Elementary Education and Teaching
Richard R. Green High School of Teaching 2009 — 2013
First Data Corporation June 2015 - Present
JPMorgan Chase August 2014 - Present
JPMorgan Chase February 2013 - August 2014
JPMorgan Chase October 2011 - February 2013
JPMorgan Chase August 2010 - October 2011
JPMorgan Chase June 2010 - August 2010
Morgan Stanley May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Data Analysis, Human Resources, Interviews, Recruiting, Management, Project Management, Talent Management, Budgets, Deferred Compensation, Finance, Microsoft Excel, SDLC, Risk Management
Education
State University of New York College at Buffalo 2006 — 2010
Bachelor's, Finance
UNFCU October 2014 - Present
Mid-Island Mortgage Corp August 2014 - October 2014
Dart Appraisal July 2013 - August 2014
JPMorgan Chase March 2013 - July 2013
Lynx Mortgage Bank, LLC February 2009 - March 2013
HSBC Mortgage Corp (USA) April 1995 - December 2008
APMW 2000 - 2001
Keycorp Mortgage Corp April 1993 - April 1995
Republic Bank for Savings December 1991 - May 1993
Verex Assurance 1983 - 1987
Skills
Mortgage Lending, Mortgage Banking, Credit, Loans, Banking, FHA, Loan Origination, Refinance, Sales Management, Residential Mortgages, Customer Liason, Reverse Mortgages, Solution Selling, Credit Analysis, Small Business, Real Estate, Lotus Notes, Strategic Partnerships, Sales, Capital Markets, Management, Underwriting, Commercial Lending, FHA financing, Mortgage Underwriting, VA loans, USDA, Construction Loans, Commercial Mortgages, Loss Mitigation, Cross Selling, Consumer Lending, Insurance, Loan Servicing, Relationship Management, Certified Mortgage..., Credit Risk, Mortgage Servicing, Real Estate Financing, Financial Services, Leadership, Funding, Commercial Banking, Mortgage Marketing, Retail Banking, Finance, Portfolio Management, Investments, Real Estate Economics, Lines Of Credit
Education
State University of New York College at Cortland 1978 — 1982
BA, Sociology
Hudson East Capital LLC January 2013 - Present
Halpert Capital April 2008 - Present
InfoTech Solutions for Business May 2008 - January 2014
DSP Group March 2011 - June 2012
JPMorgan Chase June 2007 - March 2008
Halpert Capital Fund February 2003 - May 2006
Citigroup June 1999 - January 2003
Robertson Stephens January 1998 - May 1999
Salomon Brothers January 1995 - January 1998
Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, Due Diligence, Start-ups, Mergers, Capital Markets, Investments, Hedge Funds, Private Equity, IPO, Strategy, Management, Strategic Partnerships, Equity Research, Telecommunications, Corporate Finance, Emerging Markets, Business Development, Business Strategy, Analysis, Investor Relations, Finance, Competitive Analysis, Executive Management, Mutual Funds, Acquisitions, Valuation, Alternative Investments, Restructuring, Economics, Management Consulting, Acquisition Integration, Business Planning, Strategic Financial..., Strategic Consulting, Financial Structuring, Leveraged Finance, Financial Modeling, Equities, Portfolio Management, Corporate Development, Divestitures, Business Analysis, Financial Analysis, Business Valuation
Education
State University of New York at New Paltz
BS, Accounting
University of Illinois at Chicago
Master of Science (MS), Accounting and Finance
LPL Financial October 2014 - April 2015
JPMorgan Chase July 2009 - August 2014
University of Rochester Medical Center March 2008 - April 2009
Verizon Wireless August 2006 - March 2008
Skills
Banking, Portfolio Management, Loans, Mortgage Lending, Credit, Credit Analysis, Loan Origination, Commercial Banking, Mortgage Banking, Commercial Lending, Microsoft Office, Customer Service, Sales, Social Media, Financial Analysis, Leadership
Education
State University of New York College at Geneseo 2002 — 2007
History
HFL
Western Union February 2015 - Present
JPMorgan Chase January 2014 - February 2015
JPMorgan Chase August 2012 - December 2013
BNY Mellon May 2012 - August 2012
BNY Mellon June 2011 - May 2012
Wall Street Financial Group January 2011 - June 2011
Skills
BSA, OFAC, Microsoft Office, Compliance, Excel, Word, SharePoint, HTML, AML, Access, Adobe Acrobat, Proficient in InDesign, Lotus Notes, Syfact, LexisNexis, Microsoft Excel, Microsoft Word, Fraud, Auditing, Analysis, Finance, Bank Secrecy Act, Anti Money Laundering
Education
State University of New York College at Geneseo 2007 — 2011
BS, Business Administration
Griffith College: Dublin, Ireland 2010 — 2010
International Business
Tishman Speyer June 2015 - Present
Sponsors for Educational Opportunity 2010 - Present
College at Cortland Residence Life and Housing January 2015 - May 2015
JPMorgan Chase June 2014 - August 2014
P.S. 13 June 2013 - August 2013
Skills
Sports Marketing, Microsoft Office, Sponsorship, Ticket Sales, Sports Management, Research, Social Media, Microsoft Word, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Sports, Event Planning, Social Networking, Computer Repair, Nonprofits, Teamwork, Time Management, Volunteer Management
Education
SUNY Cortland 2013 — 2017
Bachelor's Degree, Sport Managment and Business Economics, Junior
Exelis March 2014 - Present
Yahoo! July 2013 - March 2014
JPMorgan Chase August 2011 - July 2013
JPMorgan Chase November 2009 - August 2011
One Communications July 2007 - November 2009
Washington Mutual Bank July 2006 - July 2007
Skills
Customer Service, Process Improvement, Management, Business Analysis, Data Analysis, Access, Analysis, Quality Assurance, Human Resources, Workday, Infinium
Education
Finney
SUNY Brockport
Bachelor of Science (B.S.), Business Administration and Management
National Consulting Services, LLC 1999 - Present
Monroe College 2009 - 2012
National Consulting Services, LLC 1994 - 2012
JPMorgan Chase 1984 - 2003
Bank of America 1997 - 2000
Skills
Higher Education, Strategic Planning, Leadership, Student Affairs, Public Speaking, Staff Development, Loans, Management, Financial Services, Research, Student Financial Aid, Teaching, Banking, Credit, Career Counseling, Performance Management, Leadership Development, Fundraising, Admissions, Adult Education, Budgets, Program Development
Education
SUNY Brockport
M.S., Education
Genesee Regional Bank March 2015 - Present
Reliant Community Federal Credit Union April 1999 - March 2015
JPMorgan Chase January 1999 - March 2008
UC Lending January 1995 - December 1998
Skills
Mortgage Lending, Conventional, FHA, First Time Home Buyers, USDA, Refinance, Purchase, New Business Development, Loans, Loan Origination, Credit, Mortgage Banking
Education
SUNY Cortland
Lyons High School
Dunkin' Brands September 2014 - Present
Dunkin' Brands April 2013 - September 2014
Shulman Industries June 2011 - March 2013
JPMorgan Chase 2008 - 2011
Starbucks Coffee Company 2005 - 2008
Wendy's International 1996 - 2005
Skills
Budgeting, Construction, Real Estate Development, Restaurants, Real Estate, Environmental, Value Engineering, Construction Management, Site Selection, Permitting, Vendor Management, Planning, Contract Negotiation, Team Building, Problem Solving, Strategic Planning, Negotiation, Retail, Scheduling, Contractors, Entitlements, Renovation, Contract Management, Project Planning, Process Scheduler, Budgets, Leadership, Due Diligence, Feasibility Studies, Management, Location Intelligence
Education
Stony Brook University 2011 — 2013
Course work in Master of Business Administration (MBA), Organizational Leadership
State University of New York College at Buffalo 1900 — 1900
BS, Civil Engineering
Wentworth Institute of Technology 1900 — 1900
AAS, Construction Management
Lexington Solutions, LLC May 2014 - Present
Capital Appsets March 2014 - Present
LGC&D August 2013 - April 2014
Travers Consulting August 2012 - August 2013
Gray Locey, CPA January 2013 - April 2013
Dawn's Bookkeeping and Advisory Services January 2012 - April 2013
JPMorgan Chase December 2010 - May 2011
Citizens Bank May 2007 - May 2009
Skills
Microsoft Excel, Public Speaking, Accounting, SQL Server Management..., Financial Reporting, Tax Preparation, Tax Research, Microsoft Office, Microsoft Word, PowerPoint, Tax, Team Leadership, QuickBooks, Research, Social Media, Communication, Teamwork, Finance, Financial Analysis, Bookkeeping, Financial Audits, Business Networking, Audit Planning, Creative Solutions, Lacerte, Photoshop, Marketing, Sales, Budgets, Access, Data Analysis, Business Strategy, Financial Statements, Strategic Financial..., Analysis, Income Tax, Auditing, Financial Accounting
Education
SUNY Geneseo 2011 — 2013
BS, Accounting, 3.5
St John Fisher College 2009 — 2010
Advertising
West Irondequoit High 1997 — 2000
CB Craft Brewers July 2015 - Present
Independent Business Owner September 2012 - Present
KeyCorp October 2008 - June 2010
JPMorgan Chase November 2007 - October 2008
Skills
Financial Analysis, Retirement Planning, Strategic Financial..., Loans, Credit, Banking, Portfolio Management, Investments, Customer Service, Fixed Income, Financial Risk, Microsoft Office, Equities, Asset Managment, Budgets, Team Building, Commercial Banking, Makeovers, Skin Care, Body Care, Fragrance, Cosmetics, Be Your Own Boss, Customer Satisfaction, Beauty Industry, Gifts, Trends, Hostesses, Retail, Leadership, Accounting, Selling, Coaching, Pricing, Cold Calling, Sales
Education
State University of New York at New Paltz 2003 — 2007
BA, Psychology, Communication
West Genesee Senior High School
Dunkin Donuts April 2015 - Present
JPMorgan Chase February 2005 - March 2015
Citizens Bank April 2003 - December 2005
Skills
Customer Service, Leadership, Team Building, Credit, Microsoft Excel, Coaching, Banking, Risk Management, Process Improvement, Financial Analysis, Operations Management, Budgets, Vendor Management, Strategic Planning, Retail, Microsoft Word, Inventory Management, Strategy, Sales Management, Project Management, PowerPoint, Microsoft Office, Small Business, Public Speaking, Mortgage Lending, Loan Origination, Event Management, Credit Analysis, Commercial Banking, Training, Social Media, Team Leadership, Performance Management, Time Management, Teamwork, Sales, Leadership Development, Finance, Small Business Lending, Change Management, Data Analysis, Human Resources, Management, Retail Banking, Relationship Management, Event Planning, Portfolio Management, Marketing Strategy, Investments, Loans
Education
State University of New York College at Brockport 1992 — 1996
Bachelor of Applied Science (BASc), Physical Education Teaching and Coaching
JPMorgan Chase May 2009 - June 2015
Skills
Banking, Customer Service, Credit, Mortgage Lending, Microsoft Excel, Microsoft Office, Finance, Financial Analysis, Risk Management, Mortgage Banking
Education
State University of New York College at Brockport 2004 — 2008
Bachelor's degree, Communications
Webster Schroeder High School-2004 2000 — 2004
Regents Diploma
Accenture Duck Creek July 2015 - Present
De la Tour Writing November 2013 - Present
JPMorgan Chase August 2014 - June 2015
St. Joseph's Hospital September 2013 - July 2014
Gaylord Bros., Inc. March 2013 - September 2013
Omnicare Inc. January 2012 - March 2013
Bentley-Hall, INC June 2011 - February 2013
Rite Aid April 2005 - May 2012
Bentley-Hall, INC June 2011 - August 2011
Skills
Journalism, Content Development, Data Entry, Research, Social Networking, Microsoft Word, Technical Writing, Customer Service, Document Management, Screenwriting, Telephone Interviewing, Microsoft Office, Instructional Design, Document Review, Digital Copywriting, Style Guide Creation, Music Journalism, Transcription, SEO copywriting, Creative Non-fiction, Fiction, Filing, Profiles, Playwriting, Prescription Drugs, HIPAA, Clinical Pharmacy, Pharmacy Practice, Microsoft Excel, Grant Writing, Blogging, Editing, Copywriting, Social Media, Publishing, Writing, Magazines
Education
State University of New York College at Buffalo 2007 — 2011
Writing B.A., Writing/Editing/English, 3.7
Henninger High School 2004 — 2007
Regents Diploma, General
Monroe County December 2012 - March 2014
JPMorgan Chase May 2012 - November 2012
JPMorgan Chase July 2011 - June 2012
Faber Homes July 2010 - July 2011
Brook Lea Country Club April 2008 - July 2010
Sutherland Global Services December 2009 - March 2010
Town of Greece October 2006 - 2010
Liberty Tax Service December 2008 - April 2009
Skills
Accounting, Auditing, General Ledger, QuickBooks, Account Reconciliation, Accounts Payable, Tax, Accounts Receivable, Bank Reconciliation, Bookkeeping, Financial Accounting, Customer Service, Employee Benefits, Finance, Financial Analysis, Payroll, Small Business, Financial Statements, Budgets, Financial Reporting
Education
State University of New York College at Brockport 2004 — 2008
BS Accounting, Accounting, Economics
The College at Brockport 2004 — 2008
Bachelor of Science, Accounting
JPMorgan Chase July 2005 - Present
Skills
Loans, Banking, Retail Banking, Consumer Lending, Relationship Management, Commercial Banking, Loan Origination, Financial Services, Cross Selling
Education
SUNY Brockport 1985 — 1989
Bachelor of Science (BS), English Literature (British and Commonwealth)
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase & Co. July 2011 - August 2014
JPMorgan Chase January 2006 - July 2011
JPMorgan Chase January 2004 - January 2006
JPMorgan Chase & Co. October 2002 - January 2004
JPMorgan Chase February 2001 - October 2002
JPMorgan Chase April 1995 - February 2001
Skills
Business Analysis, Software Documentation, Process Improvement, Banking, Test Planning, Mortgage Lending, Team Management, Vendor Management, Requirements Analysis, Visio, Requirements Gathering, Risk Management, Project Management, Program Management, Microsoft Excel, Change Management, Staff Development, Mentoring, Communication, Interviewing Skills, SDLC, Management, Leadership, Analysis, Business Requirements, User Acceptance Testing
Education
State University of New York College at Brockport 2000 — 2003
Master's Degree, Communication
Syracuse University 1990 — 1994
Bachelor's Degree, Speech Communication and Rhetoric
Edison Technical and Occupational Education Center 1986 — 1990
High School, Graphic Arts
JPMorgan Chase November 2007 - Present
The Mortgage Zone March 2006 - November 2007
Skills
Sales Management, Compliance, Banking, Sales, Management, Mortgage Lending, Customer Service, Credit, Mortgage Banking, Credit Analysis, Loans, Microsoft Office, Investments
Education
SUNY Cortland 2001 — 2003
Bachelor's degree, Business/Managerial Economics
Suffolk County Community College 1998 — 2001
Associate's degree, Criminal Justice and Corrections
JPMorgan Chase March 2014 - Present
HD Underwriting Agency, Inc. October 2013 - March 2014
Host Committee September 2013 - March 2014
The Diner June 2013 - October 2013
Volunteer June 2012 - August 2012
K.A.S.A August 2011 - May 2012
K.A.S.A August 2010 - May 2011
Skills
Event Planning, PowerPoint, Social Media, Public Speaking, Microsoft Excel, Facebook, Social Networking, Microsoft Office, Advertising, Research, Appointment Scheduling, News Writing, Editing, WordPress, Time Management, Event Management, Microsoft Word, Hotel Booking
Education
University of Groningen 2012 — 2013
Spatial Sciences
State University of New York College at Geneseo 2009 — 2013
Sociology
Wells Fargo Bank August 2006 - Present
JPMorgan Chase May 2002 - July 2006
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Banking, Underwriting, Small Business Lending, Commercial Banking, Retail Banking, Credit Risk, Finance, Risk Management, Lines Of Credit, Consumer Lending, Financial Analysis, Cash Management, Relationship Management, Mortgage Lending, Portfolio Management, Loan Origination, Commercial Mortgages, SBA, Asset Based Lending, Treasury Management, Financial Modeling, Non-profits..., Leadership, Public Speaking, Financial Risk, Financial Structuring, Management, Analysis
Education
SUNY Brockport
Bachelor's degree, Business Administration
Karpus Investment Management February 2014 - Present
Nixon Peabody Financial Advisors LLC January 2012 - September 2013
Nixon Peabody Financial Advisors LLC March 2010 - January 2012
JPMorgan Chase August 2009 - March 2010
JPMorgan Chase February 2004 - November 2008
JPMorgan Chase January 2002 - February 2004
FleetBoston Financial April 1999 - May 2001
FleetBoston Financial January 1998 - April 1999
FleetBoston Financial May 1996 - January 1998
Skills
Series 65, Investments, Securities, Private Equity, Portfolio Management, Asset Management, Equities, Alternative Investments, Fixed Income, Mutual Funds, Corporate Finance, Valuation, Financial Analysis, Credit Analysis, Mortgage Lending, Budget Forecasts, Underwriting, Commercial Lending, Loans, Banking, Credit, Financial Risk, Bonds, Investment Management, Hedge Funds, Finance, Strategic Financial..., Asset Allocation, Wealth Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2002
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
State University of New York College at Brockport 1991 — 1995
Bachelor of Science (B.S.), Business Administration: Concentration in Finance and minor in Economics
Cannon Financial Institute
JPMorgan Chase July 2012 - Present
KPMG October 2006 - July 2012
Skills
Financial Services, Leadership, Tax, Management, Financial Analysis, International Tax, Financial Modeling, Employee Benefits, Accounting, Strategy, Business Strategy, Financial Reporting, Corporate Tax, Strategic Financial...
Education
State University of New York College at Geneseo 2002 — 2006
Business Administration
JPMorgan Chase November 2011 - August 2012
CVS Pharmacy June 2009 - November 2011
MenuExplorer Inc January 2007 - November 2011
Skills
Data Entry, Cash Flow, Loans, Microsoft Excel, Customer Service, Microsoft Word, Leadership, PowerPoint, Microsoft Office, Access, Teamwork, Time Management, Financial Analysis, Research
Education
State University of New York at New Paltz 2015 — 2016
Master of Business Administration (MBA)
State University of New York at New Paltz 2012 — 2015
Finance and International Business
University of National and World Economy 2001 — 2004
Economics of Mass Media and Finance
State University of New York at New Paltz
Bachelor of Science, Finance and International Business
Adecco Group July 2014 - Present
Select Staffing September 2013 - June 2014
JPMorgan Chase 2010 - 2012
LIDS Sports Group August 2009 - December 2010
Skills
Sales, Customer Service, Loss Prevention, Store Management, Merchandising, Retail, Profit, Visual Merchandising, Customer Satisfaction, Inventory Management, Sales Management, Management, Inventory Control, Account Management, Microsoft Office, Marketing, Recruiting, Microsoft Excel, Hiring, PowerPoint, CRM
Education
SUNY Brockport 1997 — 1999
no degree, Business Administration and Management, General
Cicero North Syracuse Highschool 1994 — 1997
General, Business
Grainger September 2014 - Present
KJT Group May 2014 - August 2014
MassMutual Financial Group May 2013 - August 2013
A-Plus Window Cleaning June 2010 - May 2013
JPMorgan Chase May 2012 - August 2012
Skills
Teamwork, PowerPoint, Microsoft Office, Team Management, Time Management, Situational Leadership, Microsoft Excel, Work Ethic, Digital Project...
Education
State University of New York College at Geneseo 2010 — 2014
Bachelor of Arts, Economics, Minor in Political Science
Pittsford Sutherland High School 2006 — 2010
JPMorgan Chase April 2014 - Present
Healthex Courier January 2012 - March 2014
Star Lacrosse Camp June 2006 - June 2010
Lax Hut March 2008 - August 2009
Lacrosse Unlimited June 2005 - March 2008
Skills
Management, Sales, Retail, Merchandising, Competitive Analysis, Analysis, Inventory Control, Facebook, Social Networking, Social Media, Interviews, Event Planning, Social Media Marketing, Public Speaking, PowerPoint, Time Management, Inventory Management, Event Management, Customer Satisfaction, Customer Service, Leadership
Education
State University of New York College at Cortland 2008 — 2010
Communications
Aon January 2012 - Present
Assurant Solutions September 2011 - January 2012
InteractiveComm November 2010 - September 2011
GE Money Bank August 2009 - November 2010
JPMorgan Chase August 2001 - August 2009
CompuCredit September 2001 - July 2008
Skills
Outlook, Microsoft Excel, PowerPoint, Call Center, Customer Service, Training, Coaching, Microsoft Office, Workshop Facilitation, Visio, Training Delivery, Instructional Design, Sales, Access, Process Improvement, Analysis, Management, Call Centers, Research, Instructor-led Training, Data Analysis, Leadership Development, Change Management, Recruiting, Strategic Planning, Project Management, Insurance, Account Management, Employee Relations, Team Leadership, Project Planning, Banking, Performance Management, Time Management, Microsoft Word, Public Speaking, Onboarding, Business Analysis, Policy, Data Entry, Salesforce.com, E-Learning, Event Planning, ADDIE, Human Resources, Team Building, Customer Satisfaction, Vendor Management, Program Management, Quality Assurance
Education
State University of New York College at Brockport 1999 — 2003
Bachelor, Communication / business
Brighton High School
Calero Software December 2013 - Present
Windstream Communications, PINNACLE Software August 2011 - December 2013
PAETEC Communications, PINNACLE Software July 2000 - August 2011
Veramark Technologies October 1999 - June 2000
JPMorgan Chase October 1985 - October 1999
Skills
Software Design, Agile Methodologies, Web Applications, Oracle PL/SQL..., AJAX, jQuery, JIRA, Bamboo, Git, HTML, CSS, XML, Tortoise CVS, Visual Basic, Crystal Reports, Troubleshooting
Education
State University of New York College at Geneseo 1977 — 1981
BS, Accounting
FROMMVIDEO May 2001 - Present
BusinessEdge Solutions 2000 - 2005
Fujitsu Consulting 1998 - 2002
DMR Consulting 1999 - 2000
DMR Trecom 1998 - 2000
JPMorgan Chase 1998 - 2000
Netlan 1994 - 1998
Bankers Trust 1986 - 1994
Morris Decision Systems 1982 - 1986
American Hospitality Corporation 1976 - 1980
Skills
Video Production, Video Editing, Web Video, Digital Signage, Business Analysis, Project Management, Integration, Consulting, Information Technology, Management Consulting, Strategic Planning, Telecommunications, CRM, Social Media Marketing, Cross-functional Team..., Photoshop, Process Improvement, Marketing, Mobile Devices, Coaching, Project Planning, SharePoint, Leadership, Team Leadership, Digital Strategy, Web Design, Social Media, Account Management, Strategy, Entrepreneurship, Start-ups, E-commerce, Business Process..., Vendor Management
Education
State University of New York College at Buffalo 1972 — 1975
The George Washington University 1970 — 1971
JFKHS
Weed Real Estate December 2014 - Present
Entech March 2012 - November 2014
Sapphire Technologies November 2010 - December 2011
Weed Real Estate January 2009 - October 2010
JPMorgan Chase September 1996 - April 2008
JPMorgan Chase 1996 - April 2008
First USA / Bank One 1996 - 2004
Niargara Frontier Funding 1994 - 1995
Skills
SDLC, Business Analysis, Process Improvement, Analysis, Quality Assurance, Requirements Analysis, Banking, Credit Cards, Documentation, Data Analysis, Excel, Word, Project Planning, Business Process..., Quality Center, Agile Methodologies, Project Implementation, Liasoning, Project Coordination, End-to-end Testing, Communication, Incident Management, Root Cause Analysis, Trend Analysis, Access, PowerPoint, G/L Reconciliations, Software Documentation, Management, Project Management
Education
State University of New York College at Buffalo 1979 — 1983
BS, Business Administration
Five Star Bank August 2011 - Present
Canandaigua National Bank and Trust Co. August 2008 - March 2010
Sandy Spring Bank September 1997 - July 2008
JPMorgan Chase June 1996 - June 1997
The Bon Ton Stores Inc. November 1986 - December 1995
Skills
Banking, Small Business Lending, Loans, Branch Banking, New Business Development, Time Management, Coaching, Consumer Lending, Branch Management, Commercial Banking, Retail Banking, Commercial Lending, Mortgage Lending, Deposits, Credit, Customer Service
Education
SUNY Brockport 1983 — 1985
BS Marketing Management, Marketing/Management
CarMax July 2013 - Present
CarMax September 2010 - July 2013
AseraCare July 2009 - September 2010
JPMorgan Chase October 2004 - July 2009
Earthlink October 2000 - October 2004
Eckerd January 1996 - October 2000
Eckerd 1998 - 1999
Skills
Talent Acquisition, Recruiting, Talent Management, Onboarding, Human Resources, Employee Relations, Strategic HR, SQL, Sourcing, Leadership, Performance Management, Training, Call Centers, Management, Strategy, Hiring, College Recruiting, Team Building, Customer Service, Interviews, Operations Management, Applicant Tracking...
Education
State University of New York College at Geneseo 1989 — 1993
Bachelor of Arts (B.A.), Communication, General
Lockport High School 1987 — 1989
Regents
BDA April 2011 - Present
Washington Examiner Media Group November 2008 - April 2011
Washington Examiner January 2008 - April 2011
Washington Examiner Media Group February 2008 - November 2008
Alloy Media & Marketing May 2007 - February 2008
Stratmar Financial Retail Coverage, LLC January 2007 - February 2008
JPMorgan Chase 2006 - 2008
Sherwin Williams October 2005 - December 2006
Sherwin Williams Company October 2005 - December 2006
Skills
Social Media, Advertising, Social Media Marketing, Marketing Strategy, Salesforce.com, Marketing, Account Management, Online Advertising, Facebook, Sales, Social Networking, Public Relations, Marketing Communications, Cold Calling, Email Marketing, Direct Marketing, Business Development, Digital Marketing, Management, Sales Operations, Strategy, Strategic Planning, Sales Management, Customer Service, Retail, Advertising Sales
Education
State University of New York College at Cortland 2001 — 2005
Bachelor's degree, Communication and Advertising and Public Relations
First Data Corporation June 2014 - Present
JPMorgan Chase October 2002 - June 2014
JPMorgan Chase January 2013 - December 2013
JPMorgan Chase 2002 - December 2012
National City Bank 1998 - 2002
USF&G 1994 - 1998
Price Waterhouse 1993 - 1994
BDO Seidman, LLP 1989 - 1993
Arthur Andersen & Co. 1987 - 1989
Skills
Enterprise Architecture, IT Strategy, Vendor Management, SDLC, Disaster Recovery, Integration, SOA, Architecture, Business Analysis, Agile Methodologies, IT Management, Data Warehousing, Program Management, Business Continuity, Business Intelligence, Risk Management, Agile Project Management, Business Process, Business Strategy, Cloud Computing, Data Center, Databases, E-commerce, Enterprise Software, Governance, IT Operations, IT Service Management, ITIL, Information Technology, Infrastructure, Leadership, Management, Outsourcing, PMO, PMP, Process Improvement, Project Delivery, Project Portfolio..., Requirements Analysis, Requirements Gathering, SQL, SaaS, Security, SharePoint, Software Development, Software Project..., Unix, Virtualization, Visio, Solution Architecture
Education
State University of New York College at Buffalo 1983 — 1986
Bachelor, Business and MIS
MCSAM HOTEL GROUP LLC April 2006 - Present
Holiday Inn JFK September 2008 - March 2009
Avenue Plus November 2005 - September 2008
JPMorgan Chase October 1989 - January 2005
Skills
MS Word, MS Excel, MS Access, MS Outlook, MS Power Point, Customer Service, Microsoft Office, Administrative Support, Spreadsheets, Windows, Research, Access, Outlook, Microsoft Excel, Administrative..., Microsoft Word, PowerPoint
Education
State University of New York College at Buffalo 1972 — 1974
Liberal Arts and Computer Studies
NASSAU COUNTY COMMUNITY COLLEGE
Liberal Arts
Astoria Bank December 2014 - Present
Citi 2012 - 2014
BNY Mellon 2009 - 2011
US Trust 2004 - 2009
JPMorgan Chase 2003 - 2004
Quick & Reilly 1999 - 2003
Dreyfus 1990 - 1999
Skills
Leadership, Performance Improvement, 360 Feedback, Change Management, Training Facilitation, Training, Coaching, Management, Instructional Design, DDI Targeted Selection..., Formerly licensed..., Formerly licensed..., Insurance, Onboarding, Time Management, CRM, Performance Consulting, Employee Engagement, Workshop Facilitation, Banking, Organizational..., Program Management, Executive Coaching, Portfolio Management, Financial Services, Sales, Strategy, Performance Management
Education
State University of New York College at Geneseo 1983 — 1987
BA, Speech Communication
The State University of New York September 2015 - Present
Monarch Wealth Management, LLC September 2015 - Present
EF Education First June 2015 - July 2015
Army ROTC (Official Page) August 2011 - May 2015
JPMorgan Chase May 2013 - August 2013
Capstone Remodeling May 2012 - August 2012
Skills
Teamwork, Leadership, Public Speaking, Management, Strategic Planning, Project Management, Leadership Development, PowerPoint, Critical Thinking, Logistics, Customer Service, Supply Chain Management, Adaptive Leadership, Supply Chain, Research, Problem Solving, Cross-functional Team..., Microsoft Excel, Time Management, Training, Microsoft Office
Education
SUNY Geneseo 2012 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
SUNY Maritime 2011 — 2013
International Trade and Transportation
JPMorgan Chase 2011 - Present
InsightETE March 2008 - July 2011
Sun Microsystems, Inc. November 2005 - July 2006
Calibre Consulting LLC January 2005 - November 2005
Reuters 2002 - October 2004
Reuters 2001 - 2002
Reuters 1997 - 2001
Unisys 1995 - 1997
Eastman Kodak 1991 - 1994
Skills
Product Management, Market Data, Program Management, Open Source, Product Marketing, Java, ILOG, Business Analysis, SQL
Education
State University of New York College at Geneseo 1988 — 1991
Biochemistry
J. Jill July 2015 - Present
HCR ManorCare Heartland of Jacksonville July 2008 - July 2015
Countrywide Financial Corporation September 2005 - April 2008
JPMorgan Chase March 1989 - August 2005
JP Morgan Chase 1989 - 2005
JPMorgan Chase Bank 1989 - 2005
Skills
Recruiting, Customer Service, Training, Leadership, Sourcing, Temporary Placement, Management, Employee Relations, Talent Acquisition, Screening, Healthcare, Performance Management, Onboarding, Human Resources, Applicant Tracking..., Team Building, Employee Benefits, HRIS
Education
Spencerport Sr High 1968 — 1971
High School, Business
State University of New York College at Brockport
BS, Communications
JPMorgan Chase December 2009 - Present
Citibank January 2008 - December 2009
PayQuik.com, Inc.- a subsidiary of Citibank January 2007 - January 2008
MTM Technologies August 2005 - December 2006
Fiberlink March 2004 - July 2005
SCT (Sungard HE) 1990 - 2004
Education
State University of New York College at Geneseo
BA, Mathematics
JPMorganChase August 2007 - Present
JPMorgan Chase April 2004 - July 2006
JPMorgan Chase October 2002 - April 2004
JPMorgan May 1997 - July 2002
JPMorgan May 1997 - June 1998
JPMorgan August 1994 - May 1997
saatchi November 1992 - August 1994
Education
State University of New York College at Geneseo 1984 — 1989
Strategic Value Media August 2012 - Present
Professional Sports Publications November 2010 - August 2012
Thomson Reuters April 2010 - October 2010
JPMorgan Chase November 2007 - November 2009
Skills
Business Development, Project Management, Customer Service, Strategic Planning, Microsoft Excel
Education
State University of New York College at Cortland 2000 — 2004
Sport Management
American Campus Communities - The Province December 2012 - Present
Edwards Student Housing Management Company - The Province June 2012 - December 2012
Edwards Student Housing Management Company - The Province January 2010 - June 2012
Element K June 2005 - April 2009
JPMorgan Chase August 2004 - June 2005
Lake Beverage Corp., Anheuser-Busch November 2002 - August 2004
Skills
Salesforce.com, Event Planning, Sales Process, Customer Service, Social Networking, Sales, Marketing, Team Building, Leadership, Property Management, Sales Operations, New Business Development, Time Management, Project Management, Sales Management
Education
State University of New York College at Geneseo 1997 — 2001
Bachelor of Arts (B.A.), Business/Corporate Communications
JPMorganChase DirectorJ.P.Morgan Chase1983 - Present
JPMChase 1983 - Present
JPMorgan Chase 1983 - Present
JP Morgan Chase 1983 - Present
JPMC 1983 - Present
Bank One 2003 - 2004
Chase Manhattan Bank 1983 - 2003
JPMorgnChase 1983 - 1999
Chase Manhattan 1983 - 1995
Chase 1983 - 1995
Education
State University of New York College at Geneseo 1979 — 1983
Payden & Rygel August 2014 - Present
CRT Capital Group October 2010 - August 2014
12th Street Capital/GFI 2009 - 2010
Countrywide Securities 2007 - 2007
JPMorgan Chase 2000 - 2007
Skills
Series 7, Series 63, Bonds, MBS, Trading Systems, Management, Bloomberg, Securities, Fixed Income, Cardio Kickboxing, CrossFit, Gymnastics, Operations Management, Operating Systems, Sales Operations, Spreadsheets, Microsoft Word, PowerPoint, Presentations, Public Speaking, System Deployment, Entrepreneurship, Structured Products, Credit Derivatives, Electronic Trading, Finance, FINRA, Broker-Dealer, Interest Rate...
Education
State University of New York College at Cortland
Fannie Mae November 2012 - Present
Fannie Mae March 2003 - November 2012
NCB Construction, Inc. 2003 - 2004
Bank One 2000 - 2002
JPMorgan Chase June 1995 - April 2000
MetLife Real Estate Investments 1979 - 1994
Skills
Business Development, Underwriting, Credit Risk, Loans, Mergers & Acquisitions, Mortgage Lending, Investments, Asset Management, Portfolio Management
Education
State University of New York College at Buffalo 1975 — 1979
BA
JPMorgan Chase December 2004 - Present
Education
State University of New York College at Buffalo 1972 — 1976
JPMorgan Chase & Co. October 2012 - Present
JPMorgan Chase December 2011 - October 2012
JPMorgan Chase April 2010 - December 2011
Contour Mortgage Corp August 2009 - April 2010
MetroStar Realty Corp. October 2007 - November 2009
First American International Bank September 2009 - October 2009
Gene Burshtein Enterprises, Inc. d/b/a Empire Mortgage Company January 2005 - November 2008
MetroStar Realty Corp. January 2005 - October 2007
Skills
Mortgage Lending, Loans, Real Estate, Mortgage Banking, Credit, Leadership, Training, Banking, Sales, Mortgage Underwriting, Analysis, Mortgage Servicing, Management, Strategic Planning, Project Management
Education
State University of New York College at Brockport 2000 — 2004
Financial Management
James Madison High School
PwC September 2013 - Present
Wells Fargo Bank December 2009 - September 2013
Wachovia Bank November 2006 - December 2009
JPMorgan Chase June 2000 - November 2005
Skills
Credit, Underwriting, Banking, Credit Analysis, Financial Analysis, Loans, Finance, Customer Service, Microsoft Excel, Accounting, Analysis, Coaching, Consumer Lending, Financial Services, Strategic Financial..., Team Building
Education
Winthrop University 2011 — 2013
Master of Business Administration (M.B.A.)
University of North Carolina at Charlotte 2009 — 2011
B.S.
State University of New York College at Brockport 1995 — 2000
B.A.
South Shore High School 1991 — 1995
High School Diploma
Seattle Children's April 2013 - Present
Denali Advanced Integration November 2010 - March 2013
JPMorgan Chase September 2008 - November 2009
Washington Mutual April 2002 - September 2008
Siebel Systems 2000 - 2002
WRQ, Inc 1997 - 2000
Safeco Insurance 1990 - 1997
Skills
SDLC, Software Development, Vendor Management, Agile Project Management, Project Portfolio..., Agile Methodologies, SQL, IT Strategy, Requirements Analysis, Visio, Release Management, Program Management, Business Analysis, Enterprise Architecture, Business Intelligence, Integration, Disaster Recovery, PMP, Project Management, Requirements Gathering
Education
University of Washington 2011 — 2013
Master's degree, Infrastructure Protection and Management
University of Washington 2009 — 2010
Certification, Strategic Planning for Critical Infrastructure
PMP, Project Management Professional
State University of New York College at Buffalo
Bachelor of Science (B.S.), Computer Science
JPMorgan Chase July 2004 - Present
Skills
Risk Management, Stress Testing, Fixed Income, Derivatives, Bloomberg, Financial Risk, Market Risk, Options, Operational Risk
Education
State University of New York College at Geneseo 2000 — 2004
Bachelor of Arts (BA), Economics
Hill Creek Consulting, LLC September 2001 - Present
JPMorgan Chase July 1979 - January 2001
Skills
Credit Union Member..., Credit Risk Management, Loan Portfolio Managment, Member Business..., Loans, Banking, Portfolio Management, Credit Unions, Credit Analysis, Credit Risk, Credit, Consumer Lending, Commercial Lending, Underwriting, Financial Risk, Commercial Banking, Credit Cards, Small Business Lending, Business Planning, Leadership
Education
State University of New York College at Brockport 1967 — 1974
Bachelor of Science, Economics
JPMorgan Chase Director of ConstructionSterling BankJanuary 2006 - October 2007
Education
State University of New York College at Buffalo 1977 — 1981
BS, Architecture
JPMorgan Chase VP Application DevelopmentJP Morgan Chase1997 - Present
Education
State University of New York College at Brockport 1970 — 1974
FC USA Inc May 2009 - Present
Chrysler Financial, LLC July 2008 - May 2009
JPMorgan Chase 2003 - 2008
Accredited Home Lenders 2002 - 2003
Alliance Funding, Superior Bank 2000 - 2002
Residential Money Centers 1997 - 2000
Education
State University of New York at New Paltz 1990 — 1994
BS in Business Administration, Finance
JPMorgan Chase
Skills
Process Improvement, Customer Service, Management, Disaster Recovery, Microsoft Office
Education
State University of New York at New Paltz 1993 — 1997
Baldwin Senior High School 1989 — 1993
JPMorgan Chase October 2011 - Present
Bank of America April 2009 - September 2011
JPMorgan Chase 1999 - 2008
Education
State University of New York College at Brockport
JPMorgan Chase April 1999 - Present
Skills
Banking, Financial Analysis, Credit Analysis, Mortgage Lending, Credit, Mortgage Banking, Customer Service, Process Improvement, Microsoft Excel, Loan Origination, Commercial Mortgages, Refinance, Leadership, Lines Of Credit, Commercial Banking, Accounting, Valuation, Portfolio Management, Cash Management, Asset Management, Retail Banking, Investments, Risk Management, Loans, Mortgage Underwriting, Financial Reporting, Financial Modeling, Capital Markets, Credit Risk, Underwriting, Equities, Residential Mortgages, Commercial Lending, FHA, Financial Risk, Finance, Small Business Lending, Investment Banking, Fixed Income, Consumer Lending
Education
State University of New York College at Cortland 1984 — 1988
Home Registration Network, Inc. November 2007 - October 2010
jpmorgan 2002 - 2008
JPMorgan Chase 2002 - 2007
JP Morgan Chase 2001 - 2007
Education
State University of New York College at Brockport 1998 — 2003
St Petersburg Times August 2007 - Present
JPMorgan Chase October 1996 - November 2005
JPMorgan Chase October 1996 - November 2005
Skills
Management, Process Improvement, Call Centers, Vendor Management, Operations Management, Performance Management, Analytics, Customer Service, Forecasting, Project Management, Call Center, Customer Satisfaction, Training, Customer Retention, Banking, Leadership, Workforce Management, Account Management, Analysis, Business Analysis, Business Process..., CRM, Coaching, Customer Experience, Data Analysis, Strategy, Team Building, Team Leadership, Team Management
Education
State University of New York College at Buffalo 1982 — 1984
BS, Business
J.P. Morgan October 2010 - Present
JPMorgan Chase 2008 - October 2010
JPMorgan Chase 2006 - 2008
JP Morgan Chase 2004 - 2006
Citigroup 1984 - 2004
Citigroup 1984 - 2004
Skills
Commercial Banking, Portfolio Management, Treasury Management, Credit Cards, Financial Risk, Relationship Management, Product Management, Management, Electronic Payments, Financial Services, Treasury Services, Payments, Cash Management, Treasury, Back Office, Vendor Management, Financial Analysis, Risk Management, Process Improvement, Credit, Financial Institutions, Banking, Debit Cards, Product Development, Operations Management, Payment Card Processing, Business Analysis, FX Options, Business Process..., Settlement, Strategic Planning, Liquidity Management, Project Management, Retail Banking, Payment Systems, Operational Risk, AML, Credit Risk
Education
State University of New York College at Buffalo 1980 — 1984
BS, Business Management
Bank of America March 2014 - Present
RBC Bank 2010 - 2013
PNC Bank (formerly RBC Bank) 2010 - 2013
U.S. Bank 2008 - 2010
Wachovia Bank (currently Wells Fargo) 2000 - 2005
JPMorgan Chase 1994 - 2000
Fannie Mae 1990 - 1994
Skills
Business Development, Management, Loans, Mortgage Lending, Mortgage Banking, Sales, Real Estate, Finance, Sales Management, FHA, Credit, Loan Origination, Banking, Commercial Lending, Credit Analysis, Refinance, Consumer Lending
Education
State University of New York College at Buffalo
Business, Business Communications
Deutsche Bank August 2014 - Present
JPMorgan Chase September 2012 - Present
JP Morgan Chase 2011 - February 2013
Merrill Lynch 1989 - 2008
Education
State University of New York College at Buffalo 1982 — 1986
Manning & Napier Advisors May 2011 - Present
JPMorgan Chase 1978 - 2011
Skills
Fixed Income, Series 7, Asset Allocation, Portfolio Management, Alternative Investments, Bloomberg, Securities, Mutual Funds, Banking, Wealth Management, Investments, Trading, Equity Trading, ETFs, Equities, Financial Services
Education
State University of New York College at Brockport 1975 — 1977
BS, Business Administration
First Niagara Bank March 2009 - Present
JPMorgan Chase January 2007 - December 2008
JPMorgan Chase May 2002 - December 2006
Skills
Performance Management, Management, Forecasting, Leadership, Strategy, Credit, Banking, Business Development, Change Management, Sales, Business Analysis, Customer Experience, Business Process..., Process Improvement, New Business Development, Training, Project Management, Customer Satisfaction, Customer Service
Education
State University of New York College at Brockport 1991 — 1996
BS, Business & Sports Management
JPMorgan Chase February 1999 - Present
Delta Airlines November 1976 - January 1999
Skills
Leadership, Change Management, Vendor Management, Strategic Planning, Team Building, Financial Analysis
Education
State University of New York College at Brockport 1971 — 1974
BS, Psychology
Cleary Gottlieb Steen & Hamilton LLP November 2009 - Present
Citi October 2006 - March 2009
JPMorgan Chase June 1989 - October 2006
Skills
Strategic Sourcing, Outsourcing, Vendor Management, Procurement, Process Improvement, Negotiation, Management, Contract Negotiation, Strategic Planning, Contract Management, Risk Management, Purchasing, Sourcing, Program Management
Education
State University of New York College at Cortland 1982 — 1985
BA, Economics
HSBC February 2006 - Present
JPMorgan Chase August 1995 - December 2005
Smith Barney May 1987 - August 1995
Skills
Change Management, Strategy, Financial Services, Leadership, SDLC, Business Analysis, PMO, Vendor Management, Mergers & Acquisitions, Banking, Risk Management, IT Management, Project Portfolio..., IT Strategy, Governance
Education
State University of New York College at Buffalo 1982 — 1986
BS, Information Systems Management
Alcoa Fastening Systems & Rings July 2013 - Present
Entre Computer Services October 2010 - May 2013
Tek Systems December 2009 - February 2010
CDI Business Solutions April 2009 - July 2009
Entre Computer Services November 2007 - March 2009
JPMorgan Chase 1997 - 2006
JPMorgan Chase 1993 - 1997
Chase Lincoln First Bank 1985 - 1993
Chase Lincoln First Bank December 1981 - April 1985
Skills
IT Security Operations, Desktop/Customer Support, Network Operations, Disaster Recovery &..., Hardware & Software..., Computer Network..., Troubleshooting, Information Technology, Computer Hardware, TCP/IP, Software Installation, VPN, Data Center, Help Desk Support, Hardware, Active Directory
Education
State University of New York College at Geneseo 1975 — 1979
Bachelor of Arts (BA)
Netflix January 2015 - Present
Netflix July 2013 - December 2014
JPMorgan Chase June 2012 - June 2013
JPMorgan Chase June 2011 - June 2012
JPMorgan Chase May 2010 - February 2011
SUNY Brockport September 2008 - January 2011
Skills
Unix, Perl, Linux, python, php, java, NetWitness, MIR, ArcSight, Splunk, EnCase, PHP, Python, Network Security, Cloud Security, Computer Security, Security, Pizza, Jackets, Swag, Sweaters, AngularJS
Education
Syracuse University 2011 — 2013
CAS, Information Security Management
State University of New York College at Brockport 2007 — 2011
BS, Computer Information Systems
JPMorgan Chase February 1999 - Present
Delta Airlines November 1976 - January 1999
Skills
Strategic Planning, Account Management, Financial Analysis, Vendor Management, Process Improvement, Team Building
Education
State University of New York College at Brockport 1971 — 1974
BS, Psychology
J.P. Morgan January 2014 - Present
JPMorgan Chase May 2010 - December 2013
JP Morgan April 2008 - May 2010
Lenox Advisors April 2006 - August 2007
Skills
Bloomberg, Portfolio Management, Valuation, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Bonds, Capital Markets, Derivatives, Equity Research, Corporate Finance, Private Equity
Education
State University of New York College at Geneseo 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase August 1997 - Present
Gulf Insurance Group December 1995 - July 1997
Skills
Derivatives, Banking, Equities, Capital Markets, Credit, Risk Management, Financial Services, Securities, Financial Analysis, Financial Risk, Credit Risk, Dodd-Frank, Operational Risk, Financial Markets, Corporate Finance, Finance, Credit Derivatives, Back Office, Treasury, Investment Banking, Fixed Income, Financial Reporting, Management, Business Analysis, Auditing, Internal Controls
Education
State University of New York College at Geneseo 1991 — 1994
Bachelor of Science (BS), Accounting
Baldwin Senior High School 1986 — 1990
American Airlines November 2012 - Present
INT Technologies December 2009 - June 2011
JPMorgan Chase September 2008 - October 2009
Washington Mutual 1998 - 2009
Computer Sciences Corporation 1997 - 1998
M&T Bank 1995 - 1996
Skills
COBOL, JCL, CICS, TSO, SQL, Fileaid, Easytrieve, DB2, Database Design, Banking, Software Development, IBM Mainframe, Data Warehousing, VSAM, MVS, ASP.NET, MVC, JavaScript, jQuery, AJAX, HTML5, CSS3, XML, JSON, WCF Services, IMS DB/DC, SAML 2.0, jQuery Mobile, LINQ, Agile Methodologies
Education
State University of New York College at Buffalo 1991 — 1995
B.S., Computer Information Systems
Oppenheimer & Co. Inc. January 2014 - Present
Oppenheimer & Co. Inc. August 2010 - January 2014
JPMorgan Chase November 2006 - August 2010
Skills
Financial Risk, Risk Management, Customer Service, Microsoft Office, Anti Money Laundering, Due Diligence, Securities, Leadership, Analysis, Legal and Regulatory..., Data Analysis, Surveillance, Policies & Procedures, Mutual Funds, Data Management, Equities, Fixed Income, Reporting, Options, Series 7, Series 24, SERIES 4, SERIES 53, SERIES 55, Series 63, Financial Services, Banking
Education
State University of New York College at Brockport 2002 — 2006
Bachelor of Science, Business Administration
JPMorgan Chase 2010 - Present
Freeport School District July 2007 - August 2010
BNY Mellon March 1992 - June 1999
Skills
Loans, Credit, Fixed Income, Mortgage Lending, Portfolio Management, Commercial Lending, Commercial Banking, Credit Analysis, Equities, Investment Banking, Derivatives, Risk Management, Capital Markets, Small Business Lending, Loan Origination, Mortgage Banking, Credit Risk, Investments, Financial Services
Education
State University of New York College at Buffalo
JPMorgan Chase January 2012 - Present
JPMorgan Chase September 2010 - December 2011
Entercom January 2006 - May 2008
Skills
Event Planning, Meeting Planning, Event Management, Social Media, Social Media Marketing, Public Speaking, Customer Service, Non-profits, Microsoft Office, Microsoft Excel, SharePoint
Education
State University of New York College at Buffalo 2007 — 2009
MS, Creativity, Change Leadership
Buffalo State College 2003 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
Seagate Alliance, LLC April 2015 - Present
Superior Plus Energy Services July 2013 - January 2015
Consumer Credit Counseling Service of Rochester June 2010 - December 2012
First Allied Corporation August 2008 - October 2009
JPMorgan Chase July 2001 - August 2008
Skills
Sales Process, Customer Satisfaction, Customer Retention, Selling, Real Estate, Financial Services, Leadership, Strategic Planning, Call Centers, Underwriting, Process Improvement, Management, Portfolio Management, Loans, Banking, Sales, Team Building, Forecasting, Account Management, Credit, Microsoft Office
Education
State University of New York College at Brockport 1997 — 2001
Bachelor of Science in History, Business Administration Minor, History & Business
JPMorgan Chase May 2011 - Present
Rochester Business Journal January 2008 - June 2010
Skills
Advertising, Facebook, Editing, Photoshop, Retail Sales, Press Releases, Public Relations, Media Relations, Sales, Marketing Communications, Microsoft Publisher, Customer Service
Education
State University of New York College at Brockport 2004 — 2006
Communication and Media Studies
State University of New York College at Brockport
BS, Business/Corporate Communications
La Ferla Group LLC May 2015 - Present
UBS Wealth Management July 2011 - May 2015
JPMorgan Chase August 2010 - July 2011
Education
SUNY Cortland 2006 — 2010
BS, Business Economics
Holy Trinity High School
JPMorgan Chase July 2004 - Present
JPMorgan Chase July 2004 - April 2012
MidWest Financial Credit Union November 2003 - July 2004
GameStop January 2000 - November 2003
Skills
Executive Management, Loans, Banking, Recruiting, Leadership, Series 63, Retail Banking, Mortgage Lending, Mergers & Acquisitions, Training, Finance, Credit, Management, Residential Mortgages, Mortgage Banking, Loan Origination, FHA, Marketing, CRM, Underwriting, Customer Retention, Refinance, Portfolio Management, Consumer Lending, Credit Analysis, Retail, Sales, Call Centers, Commercial Lending, Relationship Management, Cross Selling, Commercial Banking, Branch Management, Mortgage Underwriting, Treasury Management
Education
SUNY Brockport 1988 — 1991
Bachelor's degree, Computer Science
JPMorgan Chase September 2012 - Present
State of Ohio Department of Taxation October 2011 - October 2012
Honda of America Mfg., Inc. October 2008 - October 2011
Farmers Insurance June 2006 - September 2008
Skills
IBM pSeries, NPIV, HACMP, IBM SAN, HP-UX, PowerVM, AIX Administration, TSM Administration, CommVault Galaxy, SAN, NAS, WebSphere Application..., TWS, Disaster Recovery, EMC Storage, NFS, HADR, SiteScope, Big Brother, NetIQ AppManager, vSphere, Virtualization, VMware, Unix, AIX, TSM, IBM AIX, SQL
Education
State University of New York at New Paltz 2005 — 2006
Masters, Computer science engineering
JPMorgan Chase June 2011 - Present
Skills
Account Reconciliation, Accounting, Financial Reporting, General Ledger, Financial Statements, Journal Entries
Education
State University of New York College at Buffalo 2007 — 2010
Undergraduate, Accounting
Flushing Bank February 2008 - Present
Citibank May 2007 - April 2008
Bank of America May 2005 - May 2007
JPMorgan Chase February 1985 - April 2005
Education
Smithtown HS west
State University of New York College at Brockport
ESL Federal Credit Union March 2013 - Present
ESL Federal Credit Union November 2005 - March 2013
JPMorgan Chase June 1995 - November 2005
Education
SUNY Brockport
Bachelor of Science, Business Administration
Capital One, N.A. July 2011 - Present
JPMorgan Chase January 1998 - June 2011
JPMorgan Chase June 1984 - December 1997
Skills
Credit, Banking, Financial Analysis, Commercial Banking, Loans, Retail Banking, Consumer Lending, Small Business Lending, Commercial Lending, Credit Cards, Credit Analysis, Loan Origination
Education
SUNY Brockport
English
TIAA-CREF February 2015 - Present
JPMorgan Chase March 2014 - February 2015
JPMorgan Chase June 2012 - February 2014
JPMorgan Chase June 2011 - June 2012
Syracuse University December 2010 - May 2012
Colorado College January 2009 - August 2009
Alcon Laboratories, Inc. June 2005 - August 2005
Skills
SQL, Weka, Microsoft Word,..., HP Enterprise Quality...
Education
School of Information Studies at Syracuse University 2010 — 2012
M.S., Information Management
State University of New York College at Geneseo 2003 — 2008
B.A., International Relations
James A Haley VA hospital September 2008 - Present
VA hospital August 2008 - Present
JPMorgan Chase January 2001 - August 2008
Education
University of Arizona 1975 — 1976
Master of Science (MS), Nursing Science
SUNY Brockport 1971 — 1975
BSN, Registered Nursing/Registered Nurse
CRFS September 2013 - Present
JPMorgan Chase 2009 - September 2013
Washington Mutual Bank March 2003 - August 2009
Washington Mutual Bank August 2002 - March 2003
North American Mortgage Company August 1999 - August 2002
North American Mortgage Company November 1996 - August 1999
The Dime Savings Bank of New York, FSB August 1995 - November 1996
The Dime Savings Bank, FSB aka Anchor Mortgage Services, Inc. March 1995 - August 1995
The Dime Savings Bank of New York, FSB February 1994 - March 1995
Skills
Mortgage Servicing, Call Centers, Call Center..., Customer Service, Customer Satisfaction, Cross-functional Team..., Team Management, Retail Banking, Leadership Development, Project Management, Staff Development, Result Oriented, Analytical Skills, Communication Skills, Adapt Quickly to Change, Credit, Banking, Loans, Process Improvement, Team Building, Budgets, Loan Origination, Management, Mortgage Banking, Leadership, Financial Services, Loss Mitigation, Portfolio Management, Loan Servicing, Risk Management, Mortgage Lending
Education
SUNY Brockport 1988 — 1989
Albion Central School 1982 — 1986
JPMorgan Chase & Co. September 2013 - Present
JPMorgan Chase & Co. March 2013 - September 2013
JPMorgan Chase September 2011 - March 2013
JPMorgan Chase September 2009 - September 2011
SUNY Geneseo August 2008 - May 2009
Skills
Client Management, Data Analytics, Performance Analysis, Sales, Consulting, Hardware Installation, Hardware Diagnostics, Investment Strategies, Project Management, Process Improvement, Process Implementation, Relationship..., Business Analysis, Analytics, Reports Analysis, Training Leadership, Microsoft Excel, CRM
Education
SUNY Geneseo 2004 — 2009
Bachelor of Science (B.S.), Biology
JPMorgan Chase February 2011 - Present
Washington Mutual May 2003 - July 2009
Skills
Customer Service, Compliance, Employee Training, Research, Data Analysis, Policy, Procedure Compliance, Data Validation, Document Review, Quality Assurance
Education
SUNY Brockport 1997 — 1998
Seneca Mortgage Servicing LLC July 2015 - Present
JPMorgan Chase April 1994 - June 2015
Skills
Banking, Risk Management, Loans, Financial Analysis, Mortgage Lending, Financial Services, Retail Banking, Commercial Banking, Credit Analysis, Consumer Lending, Credit Risk, Loan Origination, Loan Servicing, Mortgage Banking, Underwriting, FHA, Small Business Lending, Default, Residential Mortgages, Asset Management, Mortgage Servicing, Loss Mitigation, Mortgage Underwriting, Commercial Lending, Credit Cards
Education
SUNY Geneseo 1988 — 1994
Business Management/Finance
JPMorgan Chase May 2011 - Present
Skills
Credit, Mortgage Banking, Loan Origination, Customer Service, Banking, Loans, Finance
Education
State University of New York College at Brockport
Marketing with Minor in Economics
JPMorgan Chase
Skills
Mortgage Servicing, Loss Mitigation, Banking, Collections, Customer Service
Education
SUNY Geneseo 1983 — 1987
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Sumitomo Mitsui Trust Bank (U.S.A.) Ltd. July 2001 - Present
JPMorgan Chase October 1999 - July 2001
Sumitomo Trust and Banking Co., USA March 1997 - October 1999
Tokai Trust Company March 1988 - February 1997
Education
State University of New York College at Cortland
Bachelor of Arts (BA), Economics
Manning & Napier Advisors July 2006 - Present
Bryce Capital Management September 2004 - July 2006
JPMorgan Chase May 2001 - September 2004
Supreme Court of the United States January 2001 - May 2001
Education
State University of New York College at Brockport
Master's Degree, Public Administration
State University of New York College at Brockport
Bachelor of Science (BS), Political Science; Criminal Justice