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
Denny's Limo & Concierge Service September 2014 - Present
Renewable Energy August 2006 - February 2014
JPMorgan Chase 1997 - 2003
Chase Financial Services July 1992 - September 1997
Skills
Strategic Financial..., Credit Analysis, Small Business, Business Development, Recycling, Business Planning, Due Diligence, Entrepreneurship, Start-ups, Business Strategy, Renewable Energy, New Business Development, Financial Planning, Customer Service, Strategic Planning, Microsoft Excel
Education
City University of New York-Baruch College 1987 — 1992
Bachelor of Applied Science (BASc), Accounting and Finance
Morgan Stanley October 2014 - Present
JPMorgan Chase March 2011 - October 2014
Bank of America April 2009 - February 2011
Merrill Lynch July 2006 - April 2009
Merrill Lynch July 2005 - July 2006
Moody's Investors Service September 2004 - May 2005
Merrill Lynch June 2004 - August 2004
Skills
Mandarin, Cantonese, Microsoft Office, Essbase, Hyperion Reports, Oracle General Ledger, SAP, Virtual Data Rooms, Piano Playing, M&A experience, Due Diligence, Acquisition Integration, Divestitures, Financial Analysis, Project Management, Strategic Planning, Financial Reporting, SharePoint, Variance Analysis, Analysis, Internal Controls
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Master of Business Administration (M.B.A.), Finance and Entrepreneurship, 3.6
City University of New York-Baruch College - Zicklin School of Business 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance, 3.8
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase August 2011 - Present
JPMorgan Chase July 2005 - May 2009
JPMorgan Chase & Co. June 2003 - June 2005
Skills
Banking, Credit, Leadership, Loans, Mortgage Lending, Performance Management, Recruiting, Sales, Training, Call Centers, Customer Retention, Customer Satisfaction, Relationship Management, Insurance, Customer Experience, Retail Banking, Consumer Lending, Commercial Lending, Commercial Banking, Cross Selling, Management, Small Business Lending, Finance
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
JPMorgan Chase January 2007 - Present
Scholastic March 2004 - January 2007
UBS PaineWebber January 1997 - March 2004
UBS Financial Services 1997 - 2004
Skills
Websphere, ITIL, Unix, WebSphere Application..., Solaris, AIX, Unix Shell Scripting, DB2, Disaster Recovery, Enterprise Architecture, SDLC, WebSphere MQ, SOA, Solution Architecture, Weblogic
Education
Baruch College 1993 — 1997
Bachelor of Business Administration, Comuputer Information Systems
JPMorgan Chase 1994 - 2013
Skills
Accounting
Education
Baruch College 1984 — 1987
Bachelor of Business Administration (B.B.A.), Accounting, 3.75
City University of New York January 2014 - Present
City University of New York July 2008 - January 2014
Research Foundation August 2006 - June 2008
BMCC August 2004 - August 2005
Deutsche Bank/State Street Bank January 2001 - November 2003
JPMorgan Chase August 1996 - October 2000
Skills
Highly self-motivated, Result Oriented, Recruiting, contract adminstration, training and development, Advance knowlege of..., Adaptability, Agent for Change, Higher Education, Contract Management, Onboarding, Human Resources, PeopleSoft, Workforce Planning, Management, Labor Relations, Interviews, Talent Management, Research, HRIS, New Hire Orientations, College Recruiting, Employee Relations, Applicant Tracking..., Organizational..., Talent Acquisition, Employment Law, Employee Engagement, HR Policies, Hiring, Job Descriptions, EEO, Technical Recruiting, SharePoint, Training, Public Speaking, Event Planning, Leadership Development, Staff Development, Microsoft Office, Policy, PowerPoint, Program Management, Personnel Management, Performance Management, FMLA, Employee Benefits, Conflict Resolution, Career Development, Career Counseling
Education
Baruch College 2010 — 2013
Master of Science, Industrial and Labor Relations
Brooklyn College 2005 — 2007
Bachelor of Arts, Africana Studies
Borough of Manhattan Community College 2002 — 2005
Associate of Arts, Liberal Arts
KPMG LLP February 2006 - Present
JPMorgan Chase December 1989 - February 2006
Skills
Enterprise Risk..., Internal Audit, IT Audit, Auditing, CISA, GAAP, Sarbanes-Oxley Act, Internal Controls, Managerial Finance, Financial Services, Sarbanes-Oxley, Financial Risk, CPA, SAS70, Assurance, External Audit
Education
Baruch College, City University of New York (CUNY) 1984 — 1988
BBA, Accounting
Flushing HS.
National Hockey League October 2013 - Present
National Hockey League June 2008 - October 2013
Saatchi & Saatchi Healthcare June 2007 - June 2008
Ogilvy PR August 2006 - June 2007
Gaucho, LLC August 2005 - August 2006
JPMorgan Chase 1999 - 2000
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Budget, Microsoft Office, Lotus Notes, VCI, Lawson, Access, Movex, Forecasting, Budgets, Financial Reporting, Accounts Receivable, Finance, Payroll, Account Reconciliation, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Executive Master of Business Administration (EMBA)
College of Mount Saint Vincent 2001 — 2005
Bachelor of Science
Aquinas High School 1998 — 2001
Regents High School Diploma
NYC Department of Education February 2011 - Present
Baruch College August 2005 - Present
NBC Sports September 2009 - July 2010
NBC January 2009 - June 2009
JPMorgan Chase August 2008 - January 2009
Education
Hofstra University 2011 — 2012
Masters Degree, Educational Leadership and Administration, General, 7-12
Hofstra University 2011 — 2011
Advanced certificate, Extention grades 5 and below
Hofstra University 2009 — 2010
MSed, Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2009
B.B.A, Finance/Communications
JPMorgan Chase April 2011 - Present
Pershing, a BNY Mellon company March 2008 - March 2011
Bank of America Merrill Lynch February 2007 - March 2008
Merrill Lynch January 2007 - March 2008
Merrill Lynch February 2001 - April 2007
MetLife 1999 - 2001
ING 1998 - 1999
ING 1984 - 1998
Skills
Human Resources, Succession Planning, Talent Management, Performance Management, Employee Engagement, Talent Acquisition, Employee Relations, HRIS
Education
Baruch College 1983 — 1987
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Tulfra Realty II, LLC May 2005 - Present
Prudential Financial August 1994 - March 2002
JPMorgan Chase February 1980 - August 1994
JPMorgan Chase 1980 - 1984
Skills
Accounting, Bookkeeping, Tax, Tax Preparation, Financial Reporting, Tax Returns, QuickBooks, Auditing, Sales Tax, Account Reconciliation, Corporate Tax, Internal Controls, Financial Accounting, General Ledger, Accounts Payable, Payroll, Accounts Receivable, VAT, Cash Flow
Education
Baruch College, City University of New York (CUNY) 1973 — 1977
BBA, Accounting
Stella Maris High School 1969 — 1973
Resurrection Ascension Grammer School 1962 — 1969
1969
JPMorgan Chase February 2011 - Present
F.E.G.S. (Federation Employment Guidance Service) · New York, NY 2009 - February 2011
The Bank of New York August 2000 - November 2008
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
Employee Relations, Recruiting, Organizational..., Human Resources, Deferred Compensation, Team Building, Management, Employee Benefits, Project Management, Talent Acquisition, Personnel Management, Talent Management, Mergers & Acquisitions, Policy, Benefits Administration, Time Management, Program Management, Leadership, Onboarding, Performance Management, Succession Planning, Training, Vendor Management, Fundraising, Leadership Development, Interviews, Coaching, Employee Training, Organizational...
Education
State University of New York Empire State College 2007 — 2009
Bachelor of Science, Human Resource Management
Baruch College, City University of New York (CUNY) 1980 — 1982
Business Administration
JPMorgan Chase November 2013 - Present
JPMorgan Chase February 2010 - November 2013
BNY Mellon May 2005 - February 2010
Skills
Financial Analysis, Mutual Funds, Fund Accounting, Hedge Funds, Fund Administration, Fixed Income, Valuation, Accounting, Financial Reporting, Financial Modeling, Equities, Derivatives, Investments, Bloomberg Terminal, Due Diligence
Education
Long Island University, Brooklyn Campus 2007 — 2009
Master of Business Administration (MBA), Finance, General
Baruch College 2000 — 2004
Bachelor of Science (BS), Accounting
Lansbrook Master Association April 2014 - Present
Lynnwood Homeowners Association November 2013 - Present
Lynnwood Homeowners Association November 2012 - Present
Navy League of the US-New York Council 1975 - January 2012
Elwood School District September 2004 - November 2011
JPMorgan Chase 1969 - 2000
Chemical Bank 1991 - 1996
Manufacturers Hanover Trust 1969 - 1991
Skills
Corporate Finance
Education
State University of New York Maritime College 1976 — 1979
Transportation Management
Baruch College, City University of New York (CUNY) 1974 — 1976
Accounting and Finance
St. Francis College, Brooklyn NY 1961 — 1966
Bachelor’s Degree, Latin American Studies
ProBioCare November 2014 - Present
Coney Island June 2012 - Present
ProbioCare 2014 - 2015
UBS Investment Bank August 2009 - December 2011
Thomson Reuters March 2009 - May 2009
Deutsche Bank May 2008 - December 2008
JPMorgan Chase August 2005 - May 2008
JPMCHASE 2004 - 2005
Chimes @ Deutsche Bank 2002 - 2003
Paine Webber November 1999 - May 2000
Skills
Visio, SDLC, PMO, Cross-functional Team..., ITIL, Databases, MS Project, Program Management, Access, Project Management, Leadership, Vendor Management, Business Analysis, Project Planning, Business Requirements, Management, Project Portfolio..., Analysis, PMP
Education
St.Pauls School of Nursing 2010 — 2011
Associate's degree, Registered Nursing/Registered Nurse
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, CIS
EXIT Best Realty May 2015 - Present
Remax Metro Realty October 2014 - May 2015
JPMorgan Chase October 2009 - October 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Financial Analysis, Outlook, Banking, Budgets, Access, Teamwork, Real Estate, First Time Home Buyers, Sellers, Condos, Multifamily, Commercial Real Estate, Residential Homes, Rentals, Land Development, Investment Properties, Listings, Single Family Homes, Negotiation
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), International Marketing
Moscow Pedagogical State University 2004 — 2008
Bachelor's degree, Economics
JPMorgan Chase April 2013 - Present
Morgan Stanley January 2007 - April 2013
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Bloomberg, Prime Brokerage, Derivatives, Hedge Funds, Investments, Securities
Education
Baruch College
BBA, Operations Management, Business Communications
ABN AMRO Bank N.V. October 2013 - Present
Council of Fashion Designers of America (CFDA) September 2013 - Present
Tribeca Film Festival April 2014 - Present
Berkery, Noyes & Co., LLC January 2012 - October 2013
Berkery, Noyes & Co., LLC June 2010 - January 2012
Public School 48 October 2007 - February 2010
JPMorgan Chase June 2009 - August 2009
Skills
Google Analytics, Market Research, Microsoft Office, Music, Music Theory, Writing, Mac
Education
New York University
City University of New York-Baruch College 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Investments
JPMorgan Chase July 2011 - Present
JPMorgan Chase & Co. 2011 - 2015
JPMorgan Chase & Co. 2011 - 2015
JPMorgan Chase & Co. 2011 - 2015
Various January 2008 - May 2011
Pershing March 2006 - December 2007
LaBranche & Co. 2005 - 2006
MMC January 2000 - December 2004
FHLB of NY 1999 - 1999
FHLB of NY 1999 - 1999
Skills
Talent Acquisition, Recruiting, HRIS, Talent Management, Applicant Tracking..., Employee Relations
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
New York University 1993 — 1995
Bachelor of Fine Arts (BFA), Film/Cinema/Video Studies
State University of New York at Buffalo 1990 — 1993
Xaverian High School
JP Morgan Chase May 2010 - Present
JPMorgan Chase March 2008 - May 2010
JP Morgan Chase September 2006 - March 2008
Freeman Enterprises February 2004 - September 2006
Skills
Hedge Funds, Project Management, Testing, Test Cases, Test Planning, Cash Management, SDLC, Management, Alternative Investments, Financial Services
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
Bachelors degree, Finance and Investments
East Meadow School District May 2010 - Present
Nassau County July 2005 - Present
JPMorgan Chase January 2005 - July 2005
Goldman Sachs May 2004 - January 2005
NYC Department of Education June 2003 - May 2004
Harris Lauren Associates November 2002 - May 2004
Netik 2000 - 2002
TNT Express August 1995 - October 2000
Dreyfus August 1992 - August 1995
Bankers Trust May 1986 - August 1992
Skills
Vendor Management, Financial Services, Banking, Project Management, Strategic Planning, Business Analysis, Program Management, Access, Risk Management, Team Building, Microsoft Office, Disaster Recovery, Change Management, Process Improvement, Securities, Microsoft Word, Coaching, Financial Analysis, CRM, Analysis, Training, System Administration, Management, Management Consulting, Data Warehousing, Integration, Government, Strategy, Requirements Analysis, SDLC, Budgets, Public Speaking, Security, Finance, Consulting, Situational Leadership
Education
Baruch College, City University of New York (CUNY) 1980 — 1986
MBA, Information Technology
Saint John's University 1973 — 1977
BA, Political Science and Psychology
Barclays June 2012 - Present
Barclays February 2011 - June 2012
JP Morgan Chase October 2007 - February 2010
JPMorgan Chase February 2006 - October 2007
INVESCO June 2004 - January 2006
Skills
Loans, Banking, Relationship Management, Investment Banking, Commercial Lending, Asset Managment, Project Management, Events Coordination, Portfolio Management, Asset Management
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Computer Information Systems
PwC June 2015 - September 2015
PwC January 2015 - April 2015
JPMorgan Chase June 2014 - January 2015
Delphi Capital Management March 2014 - June 2014
Internal Revenue Service February 2014 - April 2014
Lydell Jewelry Design Studio LLC August 2013 - January 2014
Borough of Manhattan Community College--Financial Aid Office September 2012 - December 2012
Skills
Data Entry, Microsoft Word, Sales, Microsoft Excel, Customer Satisfaction, QuickBooks, Outlook, Payroll, Accounting, Lotus Notes, OneSource, General Ledger, Account Reconciliation, Item Image System, TaxWise, CCH ProSystem fx, SAP Business Objects, Sales Tax
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (M.S.), Tax Law/Taxation
Baruch College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accountancy, GPA: 4.0/4.0
Barclays Investment Bank April 2015 - Present
AIG October 2013 - Present
JPMorgan Chase September 2011 - October 2013
Skills
Credit Risk, Credit Analysis, Credit, Loans, Financial Risk, Banking, Commercial Banking, Portfolio Management, Risk Management, Financial Analysis, Analysis, Investment Banking, Corporate Finance, Financial Modeling
Education
New York University 2014 — 2014
Certificate Program, Credit Management
City University of New York-Baruch College 2008 — 2011
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
GE Capital July 2015 - Present
GE Capital October 2014 - July 2015
GE Capital July 2013 - September 2014
J.P. Morgan June 2012 - August 2012
JPMorgan Chase February 2012 - May 2012
Morgan Stanley Smith Barney September 2011 - December 2011
Applebee's International March 2010 - December 2011
John Hancock Financial Services July 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Analysis, Statistical Software, Risk Management, Applied Mathematics, Leadership, Capital Markets
Education
Baruch College 2009 — 2013
BBA, Finance, Applied Mathematics, 3.9
Futura Insurance Services April 2005 - Present
Nationwide Insurance March 2012 - October 2013
JPMorgan Chase July 2004 - February 2005
Citi August 2001 - July 2004
Skills
Portfolio Management, International Relations, Asset Managment, Property & Casualty..., Commercial Insurance, Life Insurance, Term Life Insurance, Umbrella Insurance, General Insurance, Health Insurance, Account Management, Disability Insurance, Risk Management, Insurance, Training, Asset Management, Leadership, Cold Calling, Liability, Fixed Annuities, Retirement, Retirement Planning, Sales Management, Small Business, Underwriting
Education
Kennesaw State University 2009 — 2011
BA, Modern Language & Culture
Baruch College 2002 — 2003
BA, Finance
Prudential Financial March 2012 - Present
Prudential Financial January 2010 - June 2012
LinkShare Corporation September 2008 - January 2010
JPMorgan Chase 2005 - 2008
Merrill Lynch January 2005 - March 2005
Law Office 2003 - 2005
Law Office 2003 - 2005
Law Office 2003 - 2005
Election.com 1999 - 2001
Skills
SDLC, Quality Assurance, Test Planning, Process Improvement, Agile Methodologies, Testing, Requirements Analysis, Software Quality..., Tableau, Software Project..., JIRA, Waterfall, User Acceptance Testing, Project Planning, Release Management, Information Technology, Test Management, Defect Tracking, Test Strategy, Agile & Waterfall..., Agile Testing, Critical Thinking, Cross-functional Team..., Agile Project Management, MS Project
Education
Baruch College, City University of New York (CUNY) 1995 — 2004
BBA, finance
HIgh School
HIgh School
City College of New York March 2015 - Present
City College of New York July 2006 - Present
JPMorgan Chase October 2002 - July 2006
Skills
Customer Service, Microsoft Office, Word, PowerPoint, Research, Problem Solving, Writing, Administration, Access, Social Media, Microsoft Word
Education
Baruch College 2006 — 2010
Bachelor of Arts (B.A.), Marketing
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase June 2014 - May 2015
Grant Thornton LLP February 2014 - April 2014
JPMorgan Chase February 2013 - December 2013
WPP March 2012 - January 2013
New York City Police Department June 2011 - March 2012
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Accounts Payable, Finance, Corporate Finance, Tax, Analysis, Financial Accounting, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master’s Degree, Accounting
Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Rikkyo University 2014 — 2014
Japanese Business and Culture Study Abroad Program
Brooklyn Technical High School 2006 — 2010
New York-Presbyterian Hospital September 2014 - Present
JPMorgan Chase June 2011 - September 2014
Sanctuary for Families June 2010 - December 2010
Skills
Social Media, Facebook, Editing, Cision, Tumblr, Publicity, Public Relations, Microsoft Office, Fundraising, Event Planning, Media Relations, Crisis Communications, Newsletters, Public Speaking, Corporate Communications, Press Kits, Press Releases, Non-profits, Nonprofits, Marketing Communications, Speech Writing, Blogging
Education
City University of New York-Baruch College 2013 — 2015
Master of Arts (M.A.) Corporate Communications
CUNY City College 2008 — 2010
B.A, Communications
Bank of America June 2015 - Present
GE Capital November 2014 - May 2015
Citi September 2011 - August 2014
Citi July 2009 - September 2011
JPMorgan Chase December 2005 - January 2007
Goldman Sachs May 2005 - November 2005
Seton Hall University September 2003 - May 2004
Morgan Stanley January 1999 - May 2001
Salomon Brothers May 1997 - May 1998
Skills
Derivatives, Risk Management, Software Development, CDS, Strategic Planning, Microsoft Excel, PowerPoint, Regulatory Capital, Microsoft Word, Fixed Income, Equities, Portfolio Management, Investment Banking, Operational Risk..., Financial Risk, Analysis, Capital Markets, Financial Analysis, Trading, Financial Services, Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
M.B.A., Finance, Marketing
Seton Hall University 2002 — 2003
M.A., Instructional Design and Technology
New York University - Leonard N. Stern School of Business 1994 — 1997
B.S., Accounting, Information Systems
JPMorgan Chase 2013 - 2013
NYS Dept of Health October 2012 - December 2012
Bear Stearns 2000 - 2007
Various Consulting firms. October 1995 - October 2000
VNS NY 1998 - 1999
Skills
SAS/SQL, SAS, Databases, DB2, Healthcare, MVS, Mainframe, SQL, JCL, Visio, Data Management, TSO, VSAM, Data Analysis, Data Mining, IBM Mainframe, ISPF, SAS programming, SDLC, COBOL, Access, Analytics, ETL, Data Warehousing, Business Analysis, Disaster Recovery, Predictive Analytics, Enterprise Architecture, Integration, Unix, CICS, Database Design, Analysis, Business Intelligence, SAS Programming, Consulting, Information Technology
Education
Baruch College, City University of New York (CUNY) 1983 — 1984
Certificate, Computer Programming (SCE)
Baruch College, City University of New York (CUNY) 1982 — 1983
Cerificate, Computer Programming
The Graduate Center, City University of New York 1975 — 1981
MA, Political Science
Yeshiva University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Jewish day school 1961 — 1966
Renaissance Associates, Ltd. December 2013 - Present
Rothstein Kass Business Advisory Services, LLC October 2008 - December 2013
U.S. Bankruptcy Court, District of NJ June 2006 - August 2006
Braydon Partners LLC March 2004 - June 2004
Houlihan Lokey November 2002 - August 2003
JPMorgan Chase July 2000 - June 2002
Education
Brooklyn Law School 2004 — 2010
Juris Doctor (J.D.)
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA
Northwestern University 1996 — 2000
BA
The Birch Wathen Lenox School 1992 — 1996
High School
Apple Aluminum USA Corporation January 2010 - Present
Thomson Reuters 2007 - December 2009
JPMorgan Chase June 2007 - September 2007
Ernst & Young June 2006 - September 2006
Education
New York University 2008 — 2010
Master
Juilliard 2008 — 2008
Music
New York Film Academy 2008 — 2008
Acting
Baruch College, City University of New York (CUNY) 2003 — 2007
Mathematics and Economics
Harvard University
International Relations
Glen Eagle Advisors, LLC December 2013 - Present
Dumont & Blake Investment Advisors May 2004 - November 2013
Interfaith Caregivers of Greater Mercer County November 2010 - 2013
JPMorgan Chase October 1986 - May 2004
American International Group October 1981 - September 1986
Skills
Mutual Funds, Alternative Investments, Portfolio Management, Estate Planning, Wealth Management, Finance, Investments, Retirement Planning, Asset Allocation, Financial Advisory, Fixed Income, Bonds, ETFs, Equities, Asset Management, Investment Advisory, Financial Services, Retirement, Financial Markets, Trading, Capital Markets, Investment Management, 401k, Options, Strategic Financial..., Fixed Annuities, Relationship Management, Asset Managment, Securities, Investment Banking
Education
City University of New York-Baruch College 1977 — 1981
BBA, Management
Debtwire September 2015 - Present
Baruch Investment Management Group January 2015 - Present
Everyday Health Inc. June 2015 - August 2015
Barclays Investment Bank March 2015 - March 2015
JPMorgan Chase July 2014 - August 2014
Bank of America July 2013 - August 2013
Education
Baruch College, City University of New York (CUNY) 2014 — 2018
Bachelor of Business Administration (BBA)
Benjamin N. Cardozo High School 2010 — 2014
Barclays November 2014 - Present
Barclays Capital June 2012 - Present
Brown Brothers Harriman April 2011 - June 2012
JPMorgan Chase November 2009 - October 2010
Merrill Lynch February 2009 - May 2009
Skills
Series 63, Fixed Income, Equities, Bloomberg, Hedge Funds, Capital Markets, Investment Banking, Derivatives, Securities, Bloomberg Terminal, Series 7, Financial Markets, Financial Modeling, Valuation, Financial Services
Education
Baruch College 2005 — 2009
Bachelor of Arts, Economics
J.P. Morgan Chase June 2015 - Present
JPMorgan Chase March 2012 - Present
Non-Profit Healthy Family and Aging Services May 2007 - Present
Rainbow Child Development Center March 2011 - December 2011
Holy Mountain Preschool August 2007 - February 2011
S.J. Pahng M.D. P.C. June 2007 - August 2007
Core Staffing December 2005 - December 2006
Skills
Organizing, Team Leadership, Computer Literate, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint
Education
SUNY Binghamton 2004 — 2007
Psychology
Baruch College 2002 — 2004
Moody's Investors Service June 2015 - August 2015
INROADS January 2015 - August 2015
Aristotle Circle May 2014 - June 2015
JPMorgan Chase July 2013 - August 2013
Skills
Microsoft Office, SharePoint, Customer Service, Photoshop, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Teamwork, Social Networking, Time Management, Leadership
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Bachelor of Business Administration (BBA), Finance and Investments, Minor in Spanish
Stony Brook University 2012 — 2013
Bachelor of Arts (BA), Economics
Townsend Harris High School 2008 — 2012
JPMorgan Chase February 2015 - Present
Education
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan Asset Management September 2014 - Present
JPMorgan Chase June 2013 - September 2014
JPMorgan Chase June 2012 - June 2013
DTCC November 2011 - May 2012
MetroPlus Health Plan March 2011 - November 2011
Bank of New York Mellon, Pershing LLC June 2011 - August 2011
Ameriprise Financial Services, Inc. March 2009 - July 2009
Skills
Financial Analysis, Financial Risk, Auditing, Internal Audit, Bloomberg, Financial Modeling, Fixed Income, Equities, Corporate Finance, Derivatives, Risk Management, Investment Banking, Finance, Microsoft Excel, Bloomberg Terminal, Access, Analysis, Due Diligence, Microsoft Office, PowerPoint, Project Management, Outlook, Team Leadership
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Investments
Santa Monica College 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General, 3.75
JPMorgan Chase November 2012 - Present
SS&C Technologies August 2010 - November 2012
Ascend National Office June 2010 - August 2010
Marsh October 2009 - August 2010
Merrill Lynch 2009 - 2009
Oriental Construction LLC August 2006 - December 2008
Skills
Accounting, Financial Reporting, Financial Analysis, Fund Accounting, Financial Accounting, CPA, Private Equity, Bloomberg, Financial Statements, Account Reconciliation, Microsoft Excel, Bloomberg Terminal, Auditing, GAAP, Alternative Investments, International Tax
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Accounting
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Accounting
Queens College
J.P. Morgan June 2015 - Present
J.P. Morgan August 2014 - June 2015
JPMorgan Chase July 2013 - August 2014
ABC Pediatrics September 2012 - June 2013
Year Up July 2012 - August 2012
The Russian American Foundation July 2011 - August 2011
Shorefront YM-YWHA of Brighton/Manhattan Beach November 2009 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Salesforce.com, Tracking Budget Expenses, Research, Communications, Public Speaking, Human Resources, Outlook, Data Entry, Nonprofits, Event Planning, Russian, Customer Service, Teamwork, Analysis, Social Media, Leadership
Education
Baruch College 2013 — 2017
Bachelor of Arts (BA), Computer and Information Sciences
Leon M. Goldstein High School for the Sciences 2009 — 2013
JPMorgan Chase June 2014 - August 2014
National Securities January 2014 - May 2014
DSA Property Group October 2013 - January 2014
Bank of China July 2013 - August 2013
Standard Chartered Bank July 2013 - August 2013
Uni-President China Holdings LTD. January 2012 - February 2012
Skills
Investments, Financial Modeling, Valuation, Financial Analysis, Finance, Bloomberg, Portfolio Management, Corporate Finance, Equities, Capital Markets, Microsoft Excel, Financial Reporting, Economics, Fixed Income, Asset Management, Microsoft Office, PowerPoint
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master's degree, Finance
Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Finance and Investments, GPA: 4.0/4.0
Southwestern University of Finance and Economics 2010 — 2015
Bachelor's degree, Finance, General
UBS Investment Bank September 1998 - Present
JPMorgan Chase September 1997 - August 1998
JPMorgan Chase September 1993 - August 1997
Lazard August 1990 - August 1993
Skills
Investment Banking, Fixed Income, Market Data, Corporate Finance, Bloomberg, Middle Office, Trading Systems, Bloomberg Terminal, Structured Products, Financial Modeling, Prime Brokerage, Credit Derivatives, Equity Derivatives, Hedge Funds, Equity Research, Interest Rate..., Derivatives, Market Risk, FX Options, Capital Markets, Bonds
Education
Fordham University - Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA), Finance, General
Pratt Institute 1991 — 1993
Master of Library & Information Science (MLIS)
Baruch College
Bachelor of Business Administration (BBA), Marketing
Palm Beach Atlantic University August 2008 - Present
Palm Beach Atlantic University August 2008 - Present
JPMorgan Chase December 2003 - June 2006
Skills
Marketing, Nonprofits, Event Planning, Strategic Planning, Leadership Development, Entrepreneurship, Microsoft Office, Fundraising, Management, Community Outreach, Sales Management, Marketing Strategy, Wellness, Customer Service, Teaching, New Business Development, Higher Education, Student Affairs, Leadership, Public Speaking, Social Media, Student Development, Blogging, Social Networking, Training, Research, Time Management, Spanish, Staff Development, Facebook, Social Media Marketing, Microsoft Excel, Outlook, Microsoft Word, Team Building, Team Leadership, Program Development, Volunteer Management, Teamwork, PowerPoint, Editing, Event Management, Conflict Resolution, Coaching, Public Relations, Organizational...
Education
City University of New York-Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Tier C.o. December 2005 - Present
Apple May 2005 - August 2010
JPMorgan Chase April 2005 - August 2005
Skills
Internal Communications, Investment Banking, New Business Development, Business Strategy
Education
New York University 2001 — 2005
Master of Business Administration (M.B.A.), International Business
Baruch College 1999 — 2001
Bachelor's degree, Economics
J.P. Morgan November 2012 - Present
Terrier Tri - Triathlon Team June 2010 - Present
JPMorgan Chase October 2011 - November 2012
JP Morgan Chase April 2011 - October 2011
JP Morgan Asset Management July 2010 - April 2011
Baruch College January 2006 - May 2010
SBR Multisports February 2007 - September 2009
JPMorgan Chase June 2009 - July 2009
Skills
Foreign Languages, Microsoft Office, Project Planning, Team Motivator, Project Execution, Swimming, Spanish, Triathlon, Coaching, Intercultural Relations, Multicultural, Process Improvement, College Recruiting, Business Analysis, Strategic Thinking, Process Consulting
Education
Baruch College 2006 — 2010
International Business, Economics, Finance, International Marketing, International Business, Communications
UEMS High School - Guayaquil, Ecuador
International City Mortgage March 2014 - Present
Republic Mortgage Home Loans October 2012 - November 2013
Carrington Mortgage Services August 2011 - October 2012
First Capital Mortgage March 2005 - August 2011
JPMorgan Chase February 2003 - March 2005
Storch Media Group July 2000 - February 2003
MetaSound Systems May 1999 - February 2000
CBS Radio Networks/ WW ONE November 1971 - February 1999
Skills
Mortgage Lending, Loan Origination, Refinance, Non-Conforming, Loans, Real Estate Financing, Sales, VA loans, Mortgage Banking, FHA financing, Mortgage Underwriting, FHA, Negotiation, Financial Analysis, Certified Mortgage..., Residential Mortgages, Residential Homes, Investment Properties, Marketing, USDA, Credit, Government Loans, Financial Services, REO, First Time Home Buyers, Reverse Mortgages, New Business Development, Short Sales, Real Estate Transactions, Foreclosures, 203K, HomePath, Single Family Homes, Home Equity Lines of..., Construction Loans, Vacation Homes, New Home Sales, Training, FHA Financing, VA Loans
Education
Baruch College, City University of New York (CUNY)
Marketing, Marketing and Communications
GE Capital September 2013 - Present
JPMorgan Chase January 2008 - August 2013
Paloma Partners August 2003 - January 2008
Skills
Cash Management, Derivative Operations, FX Options, Collateral Management, Treasury Services, Treasury Management, Banking, Treasury, Portfolio Management, Risk Management
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Bridge Capital Enterprises Ltd. June 2014 - Present
JPMorgan Chase December 2012 - May 2014
Capital One Home Loans September 2011 - December 2012
Continental Home Loans Inc. September 2009 - September 2011
Countrywide Home Loans / Bank of America January 2008 - September 2009
Professional Mortgage Bankers Corp. October 2006 - January 2008
Skills
Mortgage Banking, Loans, Banking, Customer Service, Loan Origination, Refinance, Residential Mortgages, Credit, Mortgage Lending, VA loans, FHA, Commercial Lending
Education
Baruch College, City University of New York (CUNY) 2002 — 2010
Bachelor of Business Administration, Finance / Investment
LaGuardia Community College 1999 — 2002
Associate In Applied Science, Accounting
United Water March 2013 - Present
Southern Union Company June 2010 - February 2013
JP Morgan Chase November 2007 - July 2009
Fannie Mae 2006 - 2007
Chase Home Finance 2000 - 2006
JPMorgan Chase 1994 - 2000
Skills
Employee Relations, Talent Management, Talent Acquisition, Change Management, HR Strategy, Employee Engagement, Leadership Development, Coaching, Executive Coaching, Personnel Management, Leadership, Human Resources, Mergers & Acquisitions, CRM, Start-ups, Deferred Compensation, Performance Management, Onboarding, Succession Planning, HRIS
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing and Psychology
Deutsche Bank November 2004 - April 2012
JPMorgan Chase January 2004 - November 2004
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
JP Morgan Chase October 2003 - Present
JPMorgan Chase 2003 - Present
Deloitte 1999 - 2003
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
Sydenham College of Commerce 1993 — 1996
TY Bcom, Accounting
Narsee Monjee College of Commerce 1991 — 1993
HSC, Commerce
Seventh Day Adventist
Nebraska Alliance Realty May 2012 - Present
JPMorgan Chase May 2002 - April 2012
BNY Mellon August 1996 - May 2002
Skills
Banking, Due Diligence, Strategy, Fixed Income, Investment Banking, Financial Services, Investments, Portfolio Management, Management, Asset Management, Bloomberg, Finance, Financial Analysis, Financial Risk, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1996
MBA, Finance and Investments
Rowan University
Bachelor of Science (B.S.), Economics
JPMorgan Chase February 2000 - November 2006
Skills
Competitive Analysis, Relationship Management, Product Management, Financial Services, Strategy, Program Management, Banking
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Marketing Management
United Water August 2001 - Present
Gruntal and Co. November 2000 - April 2001
SIAC March 1998 - November 2000
Andersen Consulting August 1996 - March 1998
JPMorgan Chase July 1995 - August 1996
Skills
Peoplesoft, Project Management, Document Imaging, Workflow, Oracle SQL, Purchasing Processes, Accounts Payable, Inventory Management, Inventory Valuation, Bank Reconciliation, Bank Statements, Oracle CCB, Workflow Administrator, Peoplesoft Security, Kofax, ClearCase, Monthly Close Process, GL, Sourcing, Financial Analysis, Financial Accounting, Acquisition Integration, System Deployment, System Testing, PMP Training, Automated Software..., Toad 9.0, Communicate Clearly, Subject Matter Experts, Data Interfaces, Business Process..., Business Objects
Education
Baruch College 2005 — 2008
Masters of Business Administration (MBA), Finance, General
Northeastern University 1990 — 1995
Bachelor of Science (B.S.), Computer Science
JPMorgan Chase
Skills
Employee Benefits, Benefits Administration, HRIS, Human Resources, PeopleSoft
Education
Baruch College, City University of New York (CUNY)
JPMorgan Chase 2013 - Present
JPMorgan Chase January 2011 - January 2013
JPMorgan Chase January 2008 - January 2011
JPMorgan Chase January 2006 - January 2008
Garden City Group 2004 - 2006
Skills
Due Diligence, AML, KYC, Management, System Testing, Subject Matter Experts, Escrow, Bankruptcy
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Operations Management and Finance
The University of Chicago 1999 — 2004
BA, Economics
JPMorgan Chase Vice President - TechnologyJPMorganOctober 1984 - Present
Skills
Fixed Income, Global Custody, Mutual Funds, Hedge Funds, Management, Securities, Business Development, Software Development, Securities Lending, Business Analysis, Bloomberg, Portfolio Management, Capital Markets, Equities, Investment Banking, Banking, Analysis, Derivatives, Financial Services, Prime Brokerage, Risk Management, Requirements Gathering, SDLC, Asset Management, Trading Systems, Web Applications, Asset Managment, Vendor Management
Education
Baruch College, City University of New York (CUNY)
Deutsche Bank January 2012 - Present
Deutsche Bank April 2011 - October 2011
JPMorgan Chase August 2000 - October 2009
JP Morgan Chase & CO. 2000 - 2009
pfizer 1995 - 2000
pfizer 1995 - 2000
JPMorgan 1982 - 1995
Skills
Risk Management, Vendor Management, IT Strategy, Business Analysis, Relationship Management, SDLC, Offshoring, IT Management, Outsourcing, Information Technology, Technology Management, Process Improvement, Program Management, PMO, Business Continuity, Project Portfolio..., Enterprise Architecture, ITIL, Management, Product Management, Data Center, Disaster Recovery, Requirements Analysis, Cross-functional Team..., Integration, Project Management, Leadership, PMP, SharePoint, Strategy, IT Service Management, Enterprise Software, Business Process..., Resource Management, Governance, Infrastructure, IT Operations, Business Intelligence, Business Process, Service Delivery, Solution Architecture, Business Transformation, Project Delivery
Education
Baruch College, City University of New York (CUNY) 1967 — 1972
BBA, Mgmt
JPMorgan Chase September 2005 - Present
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Finance & Investments
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - May 2013
JPMorgan Chase February 2006 - June 2012
JPMorgan Chase March 2003 - February 2006
JPMorgan Chase March 2000 - March 2003
Chase September 1998 - March 2000
Skills
Micosoft Office:..., Visio, Web Development,..., Project Delivery..., Use Cases, Test..., Strategic Planning, Enterprise Software, Technical Support, Financial Risk, Credit Derivatives, Information Technology, Program Management, Business Process..., PMO, Software Documentation, Project Management
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 1998
Bachelor of Business Administration (B.B.A.), Finance
BMCC 1994 — 1996
Business Administration Associate in Arts, Business Administration
JPMorgan Chase February 1980 - Present
Skills
Process Improvement, Change Management, Performance Management, Employee Benefits, Business Analysis, Business Process..., Human Resources, Project Management, Sarbanes-Oxley Act, Outsourcing, Risk Management, Management, Banking, Organizational..., SDLC
Education
Baruch College, City University of New York (CUNY) 1974 — 1982
NYU
JPMorgan Chase
Education
Baruch College, City University of New York (CUNY) 1993 — 1997
JPMorgan Chase
Education
Baruch College, City University of New York (CUNY)
JPMorgan Chase March 2012 - Present
PwC July 2005 - March 2012
American Stock Exchange 2003 - 2005
Advent Software 2000 - 2003
Skills
Business Analysis, Risk Management, Hedge Funds, Analysis, Databases, SDLC, Business Intelligence, Business Process, Process Improvement, Enterprise Risk..., Microsoft Excel, ERP, Governance, Software Project..., IT Strategy, Management Consulting, Requirements Gathering, Program Management, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2003
Master of Business Administration (MBA), Management Information Systems
Hunter College 1994 — 1998
Bachelor's degree, Accounting
Morgan Stanley November 2013 - Present
JPMorgan Chase March 2012 - May 2013
JPMorgan Chase March 2012 - May 2013
Morgan Stanley Smith Barney June 1988 - February 2012
Dean Witter Reynolds, Inc. 1988 - 1998
Skills
Strategy, Asset Managment, Vendor Management, Strategic Planning, Wealth Management, Series 7, Alternative Investments, Equities, Securities, Mutual Funds, Investments, Capital Markets, Financial Services, Wealth Management..., Finance, Business Strategy, Strategic Financial...
Education
City University of New York-Baruch College - Zicklin School of Business 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance, General
Pfizer April 2015 - Present
JPMorgan Chase January 2010 - March 2015
Catalyst February 2009 - January 2010
JPMorgan Chase May 2007 - December 2008
City University of New York June 2005 - July 2008
Skills
Organizational..., Survey Design, Data Analysis, Statistics, SPSS, Employee Engagement, Organizational..., Psychology
Education
City University of New York-Baruch College 2008 — 2010
Master of Arts (M.A.), Industrial Organizational Psychology
Union College 2000 — 2004
B.S., Psychology
JP Morgan 2005 - Present
JPMorgan Chase December 1984 - Present
JP Morgan Chase 1984 - Present
JPMChase 1984 - Present
Skills
Program Management, Vendor Management, Project Portfolio..., PMO, SDLC, Risk Management, IT Strategy, Banking, IT Management, Project Delivery, Business Analysis, Resource Management, Portfolio Management, Team Building, Team Management, Outsourcing, Process Improvement
Education
Baruch College, City University of New York (CUNY) 1978 — 1984
MBA, Networking
State University of New York College at Buffalo 1974 — 1977
BA, Russian/French
Sakar International, Inc. May 2015 - Present
Brilliant Jewelers / MJJ Inc. October 2014 - April 2015
Jay Gems May 2014 - October 2014
JW Consulting October 2013 - April 2014
Leo Schachter Diamonds October 2002 - September 2013
JPMorgan Chase November 1996 - October 2002
Lehman Brothers June 1987 - November 1996
Skills
Financial Analysis, Business Analysis, Derivatives, Mergers, Mergers & Acquisitions, Microsoft Excel, Business Strategy, Management Consulting, Strategic Financial..., Finance, Management, Strategic Planning, Forecasting, Analysis, Leadership, Budgets, Financial Reporting, Team Building, Investments, Strategy, Risk Management, Business Planning, Operations Management, Due Diligence, Banking, Entrepreneurship, Negotiation, New Business Development, Retail, Business Intelligence, Real Estate, Team Leadership, Equities, E-commerce, Marketing Strategy, Financial Modeling, Portfolio Management, Marketing
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase April 2011 - Present
Global Easy Payment Solutions January 2010 - April 2011
Anchin, Block & Anchin LLP January 2008 - August 2009
Skills
Tax, Tax Research, Corporate Tax, Tax Accounting, Tax Preparation, Partnership Taxation, GAAP, Income Tax, Accounting, Auditing, Financial Reporting, Tax Returns, US GAAP, Financial Accounting, QuickBooks, General Ledger, Internal Controls, Financial Statements, ProSystem fx Tax
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
JPMorgan Chase March 1999 - Present
J.P.Morgan Chase 1999 - Present
Amalgamated Bank 1993 - 1999
J.P. Morgan 1989 - 1993
Skills
Fixed Income, Equities, Management, Hedge Funds, Investments, Securities, Mutual Funds, Asset Management, Financial Services, Cash Management
Education
City University of New York-Baruch College 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
College for Financial Planning 1991 — 1994
Certified Financial Planner Professional Education program certificate.
Manhattan College 1984 — 1989
Bachelor, Finance
The Madison Group LLC May 2013 - Present
The Forum Group 2013 - Present
Doyle Carden Group February 2013 - May 2014
M & T Bank May 2013 - April 2014
JPMorgan Chase December 2011 - January 2013
Doyle Carden Group October 2011 - December 2011
Goldman Sachs January 2010 - October 2011
Federal Reserve Bank of New York March 2009 - February 2010
Dominion Advsory Group 2008 - 2009
UBS AG 2005 - 2008
Skills
KYC, AML, OFAC, USA PATRIOT Act, Financial Risk, Operational Risk, Bank Secrecy Act, Due Diligence, Risk Management, Securities, FINRA, Banking, Operational Risk..., CIP, Fraud, Financial Regulation, Anti Money Laundering, Private Investigations, Sanction, Fixed Income, Investigation, Risk Assessment, Retail Banking, Investment Banking, Enterprise Risk..., Financial Institutions, Corporate Governance, Private Banking, Financial Services, Prime Brokerage, Hedge Funds, Derivatives, Internal Audit, SWIFT payments, Regulations, Transaction Processing, Risk Analysis, Credit Risk, Financial Markets, Capital Markets, Credit, Back Office, Basel II, Finance, Equities, Payments, Asset Management, FX Options, Terrorist Financing, Middle Office
Education
City University of New York-Baruch College 1983 — 1984
Saint John's University 1980 — 1983
JPMorgan Chase
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
MBA, Finance & Investments
Oppenheimer & Co. August 2011 - Present
JPMorgan Chase April 2008 - August 2011
Rockefeller & Co., Inc. April 2007 - April 2008
Kimco Realty Corporation February 2006 - April 2007
Skills
Valuation, Hedge Funds, Financial Modeling, Financial Analysis, Equities
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BA, Accounting
JPMorgan Chase Commercial BankerJPMorgan Chase Bank2004 - Present
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
MBA, Finance
MBA Candidate
Consultant June 2009 - Present
JPMorgan Chase 2008 - 2009
Bear Stearns 1972 - 2008
Bear Stearns 1972 - 2008
Skills
Equities, Hedge Funds, Securities, Prime Brokerage, Fixed Income, Derivatives, Capital Markets, Emerging Markets, Series 7, Credit, Investment Banking, Private Equity, Asset Management, Wealth Management, Funding, Financial Markets, Portfolio Management, Credit Derivatives, Financial Services, Investment Advisory, Equity Trading, Options, Investments, Structured Products, Series 63, Securities Lending, Bonds, Series 24, FINRA, Alternative Investments, Bloomberg, Electronic Trading, Trading, Middle Office, Trading Systems, Equity Derivatives, Investment Management, FX Options, Structured Finance, Mutual Funds, Equity Research, Swaps, Investment Strategies, Hedging, Valuation, Asset Allocation, Interest Rate..., Market Data, Commodity, Collateral Management
Education
Baruch College, City University of New York (CUNY)
Economics and Finance
JPMorgan Chase 1998 - Present
Rockland County Times April 2012 - October 2014
UBS 1996 - 1997
Morgan Stanley 1992 - 1996
American Stock Exchange 1985 - 1992
Education
Baruch College 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
www.DentistReferralCenter.com January 2002 - Present
JPMorgan Chase February 1981 - March 2001
Skills
Web programming, Webmaster, Web Development, Entrepreneurship, Requirements Analysis, Business Analysis, Marketing, Team Management, Business Strategy, Risk Management, Mergers & Acquisitions, New Business Development, Letters of Credit, Strategic Planning, Change Management, Project Management, Auditing
Education
Baruch College
BBA, Management
Institute of Science
BS, Physics
Senior Whole Health March 2014 - Present
Amerigroup January 2013 - March 2014
DentaQuest September 2011 - December 2012
Health Plus PHSP. Inc December 2009 - September 2011
Health Plus December 2008 - November 2009
BNY Mellon March 2006 - April 2008
Fidelity Investments December 2004 - March 2006
JPMorgan Chase November 2000 - October 2004
Skills
Financial Analysis, Project Management, Agile Methodologies, Scrum, Microsoft Excel, Business Analysis, PowerPoint, Access, Process Improvement, Data Analysis, ITIL, Six Sigma, Kanban, Relationship Management, CRM, SDLC, Program Management, Management, Training, Leadership, Team Building, Insurance, Cross-functional Team..., Strategic Planning, Recruiting
Education
Baruch College, City University of New York (CUNY) 1999 — 2004
Bachelors, Finance
Barclays May 2013 - Present
Morgan Stanley July 2010 - April 2013
JPMorgan Chase June 2003 - July 2010
Education
Baruch College, City University of New York (CUNY) 1999 — 2003
BBA, Finance
Leadership Prep Brownsville July 2009 - Present
Barclays Capital September 2005 - Present
Lehman Brothers September 2005 - Present
JPMorgan Chase June 2001 - August 2005
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Finance and Investments
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Finance and Investments
US Bank December 1996 - Present
Wells Fargo Bank ( Previously First Interstate Bank of Oregon) June 1988 - April 1996
American Network Inc ( Subsidiary of Pacific Telecom May 1987 - June 1988
JPMorgan Chase September 1975 - January 1986
Skills
Banking, Financial Analysis, Financial Forecasting, Capital Budgeting, Business Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Reporting, Microsoft Access, Microsoft PowerPoint
Education
Baruch College, City University of New York (CUNY) 1976 — 1981
BBA, Finance
JPMorgan Chase 1979 - 2007
JPMorgan 1979 - 2007
Education
Baruch College, City University of New York (CUNY) 1965 — 1969
BBA, Office Management Sec. Studies
NYC Department of Education September 2009 - Present
NYC Department of Education August 2006 - August 2011
JPMorgan Chase November 2004 - June 2006
Chase February 2002 - October 2004
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Coaching, PowerPoint, Teaching, Spanish, Customer Satisfaction, Recruiting, Sales Management, Profit, Curriculum Design, Fundraising, Windows, Management, Smartboard, Data Analysis
Education
The College of Saint Rose 2010 — 2012
Certificate of Advanced Study, School Building Leader
Queens College 2006 — 2008
MAT, Special Education - Secondary
Baruch College, City University of New York (CUNY) 1994 — 1999
BBA, Finance and Investments
Deutsche Bank May 2014 - Present
JPMorgan Chase October 2012 - April 2014
Bank of America Corporation July 2009 - October 2012
Merrill Lynch July 2008 - June 2009
Morgan Stanley August 2007 - July 2008
Morgan Stanley May 2007 - August 2007
U.S. Securities and Exchange Commission February 2007 - May 2007
Chubb Group of Insurance Companies February 2006 - February 2007
First Investors May 2006 - August 2006
Skills
Finance, Portfolio Management, Financial Risk, Fixed Income, Financial Services, Financial Modeling, Financial Analysis, Trading, Capital Markets, Securities
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance and Investment/Economics
JPMorgan Chase July 1989 - December 2007
Education
Baruch College, City University of New York (CUNY)
BBA, International Marketing
JPMorgan Chase November 2007 - Present
JPMorgan Chase November 2005 - November 2007
JPMorgan Chase August 1993 - November 2005
Skills
Equities, Sarbanes-Oxley Act, Financial Risk, Banking, Disaster Recovery, Risk Management, Auditing, Investment Banking, Fixed Income, Operational Risk..., Financial Services, Internal Audit, Enterprise Risk..., Internal Controls
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Pace University - Lubin School of Business
MBA, Financial Management
Cablevision April 2010 - Present
Aquent May 2005 - March 2010
JPMorgan Chase 1989 - 2004
Skills
Vendor Management, Strategic Planning, Product Management, Product Development, Cross-functional Team..., Program Management, Customer Acquisition, CRM, Segmentation, Direct Marketing, Business Analysis, Strategy, Business Development, Business Planning, Analysis, B2B, Competitive Analysis, Strategic Partnerships, Analytics, Project Planning, Customer Retention, Market Research, B2B Marketing, Product Marketing, Relationship Management, Integrated Marketing, Marketing Strategy, Digital Marketing, Financial Services, Multi-channel Marketing, Marketing, Brand Management, Customer Insight, Management, Database Marketing
Education
City University of New York-Baruch College
Busuness, BBA
City University of New York-Baruch College - Zicklin School of Business
MBA, Marketing
JPMorgan Chase November 2013 - Present
Fuel4Growth August 2012 - July 2013
STCI Primary Dealer Ltd June 2008 - October 2010
Skills
Financial Analysis, Derivatives, Financial Modeling, Bloomberg, Valuation, Financial Reporting, Forecasting, Strategic Financial..., Budgets, Portfolio Management, Fixed Income, Finance, Corporate Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
Executive M.S. in Finance, Finance, General, 3.9
K. J. Somaiya Institute of Management Studies & Research (SIMSR) 2006 — 2008
MMS, Finance
Barclays August 2014 - Present
JPMorgan Chase October 2013 - July 2014
UBS April 2012 - December 2012
Rheem Bell & Mermelstein LLP September 2011 - October 2012
Skills
Legal Research, Legal Writing, Westlaw, Corporate Law, Lexis, Legal Assistance, Courts, Anti Money Laundering, Due Diligence, Financial Risk, Research, Microsoft Office
Education
Fordham University School of Law 2010 — 2013
JD, Banking, Corporate, Finance, and Securities Law
City University of New York-Baruch College 2004 — 2008
BBA, Marketing, 3.8
JPMorgan Chase February 2007 - Present
Citibank' N.A. September 2004 - February 2007
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA, Management
Universidad de Puerto Rico 1985 — 1989
BBA, Management
Flushing Savings Bank September 2008 - Present
Prudential Financial August 2003 - January 2008
JPMorgan Chase May 1990 - 2002
Skills
Banking, Credit, Loans, Investments, Commercial Lending, Credit Analysis, Portfolio Management, Wealth Management, Mortgage Lending, Strategic Financial..., Financial Analysis, Equities, Commercial Banking, Financial Modeling, Underwriting, Insurance, Series 63, Risk Management, Credit Risk, Series 7
Education
Baruch College 1989 — 1992
BBA, FINANCE & INVESTMENTS
Borough of Manhattan Community College 1986 — 1988
AAS, BUSINESS ADMINISTRATION
JPMorgan February 1987 - Present
JPMorgan Chase 1987 - 1992
Education
Baruch College
Accounting
JPMorgan Chase 1998 - 2008
Education
Baruch College, City University of New York (CUNY)
B.B.A, Accounting
JPMorgan Chase December 2013 - Present
Skills
Auditing, Tax, Internal Controls, Financial Accounting, Financial Reporting, Accounting, Corporate Tax, Private Equity, Financial Statements, Hedge Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MS, Accountancy
University of Auckland
Bachelor of Commerce, Accounting and Finance
Bank of America January 2012 - Present
JPMorgan Chase January 2010 - January 2011
Domain Properties January 2007 - January 2009
Lend America January 2005 - January 2006
Education
Baruch College 2007 — 2009
Finance and Investment
JPMorgan Chase 2010 - Present
Education
Baruch College, City University of New York (CUNY)
BA, Sociology
United States Army
Cornell University
First Republic Bank March 2015 - Present
JPMorgan Chase March 2014 - February 2015
JPMorgan Chase & CO. December 2012 - February 2014
GlobeOp Financial Services May 2010 - November 2012
Deutsche Bank August 2007 - April 2010
Citi December 2005 - July 2007
Skills
AML, Hedge Funds, KYC, Financial Risk, Banking, Securities, Portfolio Management, Asset Management, Due Diligence, Financial Services, Alternative Investments, Investments, Corporate Finance, Wealth Management, Valuation
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance & Investment
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. November 2013 - Present
JPMorgan Chase April 2006 - October 2013
J.P. Morgan Chase 2002 - 2004
J.P. Morgan Chase 1989 - 2002
Skills
Conference Coordination, Event Management, Coordinating Events, Project Management, Vendor Contracts, Contract Negotiation
Education
The College of Westchester 2008 — 2010
Associates in Applied Science, Business Administration and Management Marketing, Cum Laude
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
American Express May 2014 - Present
JPMorgan Chase March 2014 - May 2014
JPMorgan Chase July 2012 - March 2014
JPMorgan Chase September 2011 - July 2012
Citigroup October 2008 - September 2011
Brooklyn Chinese American Association (BCA) October 2010 - July 2011
First Chinese Baptist Church May 2007 - August 2007
First Chinese Baptist Church September 2004 - January 2005
Skills
Microsoft Excel, Business Analysis, Management, Project Management, Mortgage Lending, Financial Modeling, Process Improvement, Strategy, Hedge Funds, Financial Analysis, Emerging Markets, Corporate Finance, Bloomberg, Banking, Microsoft Office, Capital Markets, Alternative Investments, Business Strategy, Bloomberg Terminal, Asset Management, Portfolio Management, Strategic Planning, Trading Systems, PowerPoint, Business Development, Derivatives, Risk Management
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor Degree in Business Administration, Finance & Investments
Capital One November 2013 - January 2014
Capital One March 2012 - November 2013
JPMorgan Chase April 2010 - January 2012
Skills
Banking, Credit, Loans, Retail Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Consumer Lending, Small Business Lending, Commercial Lending, Loan Origination, Financial Analysis
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Brooklyn College 2008 — 2010
Bachelor of Business Administration (BBA), Finance, General
JPMorgan Chase May 2013 - April 2015
JPMorgan Chase January 2011 - May 2013
JPMorgan Chase February 2007 - January 2011
JPMorgan Chase March 2003 - February 2007
JPMorgan Chase March 1999 - March 2003
JPMorgan Chase February 1998 - March 1999
Education
Baruch College 1993 — 1997
Bachelor of Business Administration (BBA), Finance, General, 3.45
Ormega Tax Services December 2010 - Present
LEI Home Enhancements August 2014 - February 2015
JPMorgan Chase November 1999 - April 2010
Skills
Leadership, Marketing, Advertising, Marketing Strategy, Sales, Customer Service, Public Relations, Management, Brand Awareness, Marketing Communications, Strategic Planning, Public Speaking
Education
Baruch College, City University of New York (CUNY)
JPMorgan Chase
Education
Pace University 1977 — 1979
BBA Accounting
Baruch College, City University of New York (CUNY) 1975 — 1977
Liberal Arts
JPMorgan Chase March 2014 - Present
Financial Industry Regulatory Authority July 2011 - March 2014
Internal Revenue Service June 2010 - September 2010
Novo Arts Inc May 2010 - June 2010
Internal Revenue Service January 2009 - April 2009
Skills
Accounting, Risk Management, Securities, Auditing, Financial Analysis, Finance, Tax, Compliance, Equities, Internal Controls, Bloomberg, Credit Risk, Fixed Income, Bank Reconciliation, Operational Risk, Risk Analysis, Internal Audit, Underwriting, Net capital, Reserve formula, Possession or control, Municipal Bonds
Education
City University of New York-Baruch College 2008 — 2011
BBA, Accounting and Finance
Stony Brook University 2007 — 2008
Business Management
United Bank May 2014 - Present
United Bank January 2011 - Present
MassMutual Financial Group August 2008 - December 2010
JPMorgan Chase August 1997 - July 2008
Skills
Financial Analysis, Banking, Finance, Financial Modeling, Strategic Financial..., Analysis, Accounting, Financial Planning, Managerial Finance, Investments, Sarbanes-Oxley Act, Portfolio Management, Credit, Financial Services, Cash Management, Risk Management, Financial Reporting, Internal Controls, Budgeting & Forecasting
Education
New England School For Financial Studies at Babson College 2012 — 2013
Finance and Financial Management Services
Manhattan College 1997 — 2000
MBA, Finance
Baruch College, City University of New York (CUNY) 1992 — 1995
BBA, Accounting
New England School For Financial Studies
Barclays December 2014 - Present
JPMorgan Chase September 2012 - November 2014
Capital One January 2009 - September 2012
Dexia November 2006 - December 2008
Credit Agricole November 2004 - November 2006
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Master of Business Administration (MBA), Finance
Binghamton University 2000 — 2004
Bachelor of Science (B.S.), Financial Economics
JPMorgan Chase March 2009 - February 2011
Wells Fargo Financial 2011 - 2011
U.S. Census Bureau April 2010 - August 2010
Staples October 2007 - April 2009
Staples June 2007 - September 2008
Education
Baruch College 2011 — 2013
Bachelor's, Finance
The College of Westchester
Associates Degree, Business Marketing and Management
JPMorgan Chase 2001 - Present
Education
Baruch College
LegalShield August 2013 - Present
At Home January 2006 - Present
Little Steward Haven Day Care, Inc. May 2005 - Present
Ziegler Chemical & Mineral Corp. February 2004 - May 2005
JPMorgan Chase February 2000 - April 2002
Skills
Entrepreneurship, Start-ups, Small Business, Strategic Planning, Business Strategy, Management Consulting, Leadership Development, Nonprofits, Financial Analysis, Business Planning, Budgets, Marketing, Social Media, Sales, Leadership, Customer Service, Finance
Education
Bible Center of Brooklyn 2005 — 2007
Certified, Pastoral Studies
Bible Center of Brooklyn 2001 — 2003
Certified, Pedagogical Studies
Bible Center of Brooklyn 2000 — 2001
Certified, Personal Evangelism
Baruch College 1989 — 1994
BBA, Finance & Investments
Lutheran Medical Center April 2012 - Present
Health Plus December 2002 - Present
JPMorgan Chase April 1981 - December 2001
Skills
Medicare, Medicaid
Education
BMCC 2005 — 2009
Associate of Arts (AA), Business Administration and Management, General, 3.4
Baruch College, City University of New York (CUNY)
Business Management
MFGlobal 2011 - 2011
JPMorgan Chase 1998 - 2011
Ladenburg Thalmann 1997 - 1998
GARBAN, LLC. 1989 - 1997
Fundamental Brokers Inc. 1983 - 1989
Skills
Fixed Income, Middle Office, Trading, Bonds
Education
Baruch College, City University of New York (CUNY) 1976 — 1977
Marketing Finance
GE Capital July 2014 - Present
JPMorgan Chase June 2012 - July 2014
Credit Suisse April 1998 - June 2012
Salomon Brothers 1986 - 1998
KPMG 1982 - 1986
Skills
Financial Analysis, Investment Banking, Financial Modeling, Certified Public..., Liquidity Management, Transfer Pricing, Money Market, Accounting, Auditing, CPA, Capital Markets, Finance, Financial Audits, Financial Reporting, Financial Services, Forecasting, Funding, General Ledger, Internal Controls, Liquidity, Operational Risk, Sarbanes-Oxley Act, Trading, Treasury, Treasury Management, Analysis, Cash Management, Financial Accounting, Liquidity Risk, Portfolio Management, Program Management
Education
Baruch College, City University of New York (CUNY) 1978 — 1982
BBA, Accounting
Bank of America Merrill Lynch Business BankerJPMorgan Chase2009 - 2010
HSBC Commercial Banking 2008 - 2009
HSBC Commercial Banking 2002 - 2008
JPMorgan Chase 2001 - 2002
Prudential Financial 1999 - 2001
Skills
Portfolio Management, Credit
Education
New York University 2007 — 2008
CFP
City University of New York-Baruch College 1996 — 2001
Bachelor of Arts (BA)
St. Barnabas Hospital November 2013 - Present
Barclays Wealth and Investment Management May 2013 - August 2013
JPMorgan Chase 2008 - 2012
Bear Stearns 2004 - 2008
Bear Stearns 2004 - 2008
WACHOVIA SECURITIES, INC.(Formerly Prudential Securities) 1999 - 2004
Skills
Advanced MS Office,..., Equities, Accounting, Fixed Income, Financial Analysis, Financial Audits, Hedge Funds, Corporate Finance, Management, Financial Modeling
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Long Island University
Master of Business Administration (MBA), FInance
CBRE April 2015 - Present
Reis February 2013 - April 2015
FXCM August 2010 - September 2012
JPMorgan Chase March 2009 - August 2010
Washington Mutual Bank January 2008 - March 2009
Washington Mutual Bank July 2004 - December 2007
Skills
Commercial Real Estate, Research, Real Estate Transactions, Market Research, Sales, Salesforce.com, Customer Service, Corporate Communications, Microsoft Office, PowerPoint, Microsoft Word, Intercultural..., Spanish-speaking, Spanish Translation, Data Entry, Cap Rates, Customer Support, Banking, Bank Secrecy Act, Social Media, Leadership
Education
Baruch College, City University of New York (CUNY)
Bachelor of Arts (B.A.), Corporate Communication
JPMorgan Chase 2013 - Present
JPMorgan Chase June 2012 - August 2012
JPMorgan Chase June 2011 - September 2011
Education
Baruch College 2010 — 2013
Bachelor of Business Administration (BBA), Operations Management
JPMorgan Chase April 2014 - Present
Thomson Reuters January 2011 - April 2014
PwC August 2004 - December 2010
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Forecasting, Banking, Internal Audit, Strategy, Valuation, Management, CRM, Internal Controls
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Accounting & Marketing
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting
Argo Real Estate March 2014 - Present
JPMorgan Chase December 2010 - April 2014
Telco June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft great plain, gsi, Teller Operations, Accounts Payable, Customer Service, Customer Experience, Referrals, Team Leadership, Teamwork, SQL, MySQL, HP QTP, HP Quality Center, Oracle
Education
Baruch College 2011 — 2014
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase Vice PresidentJPMorgan Chase & Co.February 2015 - Present
Education
Baruch College, City University of New York (CUNY)
JPMorgan Chase June 2014 - Present
PwC September 2001 - May 2014
Skills
Financial Accounting, Technical Accounting..., Securities Regulation, Business Advisory, Auditing, Broker-Dealer, Finance, Financial Reporting, Equities, Debt, Derivatives, Project Management
Education
City University of New York-Baruch College 1999 — 2001
Accounting
Queensborough Community College 1997 — 1999
Associate of Science (A.S.)
H&R Block December 2012 - April 2014
Citi June 2008 - December 2012
JPMorgan Chase February 2005 - June 2008
EY June 2000 - February 2005
Credit Suisse July 1998 - May 2000
Skills
Corporate Tax, Microsoft Excel, UltraTax CS, Creative Solutions..., Tax Series (TTI), CorpTax, GoSystems, Checkpoint Research, QuickBooks, Microsoft Office
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
Bachelor of Business Administration (BBA), Accounting