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
Navita Consulting & Managed Services May 2015 - Present
LetterLogic, Inc. February 2014 - April 2015
Direct General Insurance January 2013 - February 2014
Direct General Insurance June 2012 - December 2012
JPMorgan Chase June 2011 - June 2012
JPMorgan Chase January 2010 - June 2011
JPMorgan Chase January 2009 - January 2010
JPMorgan Chase January 2008 - January 2009
Skills
Business Analysis, SDLC, Project Management, Visio, SharePoint, Requirements Analysis, Requirements Gathering, Disaster Recovery, Enterprise Software, IT Management, Vendor Management, IT Strategy, Enterprise Architecture, Software Project..., Information Technology, Infrastructure, Leadership, Process Improvement
Education
Tennessee State University
Bachelor of Business Administration (BBA), Management Information Systems, General
Comerica Bank May 2014 - Present
Intouch Credit Union March 2013 - February 2014
JPMorgan Chase September 2010 - March 2013
Bank of America November 2004 - July 2010
Deutsche Bank March 2001 - August 2004
National Bank of Commerce March 1999 - March 2001
National Bank of Commerce March 1996 - March 1999
Skills
Mortgage Lending, Loans, Credit Analysis, Consumer Lending, Credit, Commercial Banking, Loan Origination, Mortgage Banking, Small Business Lending, Financial Services, Commercial Lending, Lines Of Credit, Refinance, Cross Selling
Education
Tennessee State University 1991 — 1995
Pre-Law
Collin SBDC February 2012 - Present
Bank of America January 2010 - February 2012
JPMorgan Chase January 2008 - January 2010
Sunbelt Business Brokers of Texas 1999 - 2010
Skills
Small Business..., Exit Strategies, Business Brokerage, Selling Businesses, Strategic Planning, Early-stage Startups, Entrepreneurship, Financial Analysis, Business Planning, Funding, Small Business Marketing, Instructor-led Training, Problem Solving, Small Business, Training, Management Consulting, Banking, Business Valuation, Venture Capital, Financial Structuring, Corporate Development, Private Equity, Executive Management
Education
Texas A&M University 1973 — 1977
Bachelor of Business Administration (BBA), Marketing
Command & General Staff College 1988 — 1990
BBA, Marketing
Rogers Healy and Associates May 2014 - Present
Coldwell Banker Apex, Realtors 2013 - 2014
National Default Exchange March 2012 - May 2013
JPMorgan Chase August 2010 - January 2012
JPMorgan Chase August 2010 - January 2012
Ally Financial Inc. (Formerly GMAC Mortgage) January 2010 - August 2010
Ally Financial Inc. (Formerly GMAC Mortgage) January 2010 - August 2010
CoreLogic (Formerly First American) January 2009 - December 2009
Skills
Short Sales, Real Estate, Investment Properties, First Time Home Buyers, Foreclosures, Contract Negotiation, Negotiation, Client Representation, Marketing, REO, Comparative Market...
Education
Texas A&M University
JPMorgan Chase April 2008 - Present
New England Financial December 2007 - April 2008
Skills
Salesforce.com, Cold Calling, Account Management, Customer Retention, Customer Service, Direct Sales, Event Planning, Forecasting, Lead Generation, Leadership, Marketing, Microsoft Office, New Business Development, Relationship Management, Sales, Sales Management, Sales Presentations, Sales Process, Selling, Social Networking, Training
Education
Texas A&M University 2003 — 2007
Communications minor Business, Communications, Business
Jet Litho June 2013 - July 2013
United Airlines November 2011 - February 2013
United Airlines 2010 - November 2011
Level 2 Technology Consultants, LLC December 2008 - November 2011
Network Gems, LLC January 2009 - December 2009
JPMorgan Chase August 2004 - October 2008
Level 2 Technologies 2001 - 2008
Abbott Laboratories February 2004 - May 2004
Chicago Transit Authority March 2002 - November 2003
City of Chicago August 2001 - April 2002
Skills
A+, CompTIA, CCNP, Network+, MCSE 2003, RHCE, Network Administration, Network Security, ITIL, Windows 7, Troubleshooting, Disaster Recovery, Servers, Integration, VPN, TCP/IP, Microsoft Certified..., Active Directory, Firewalls, Information Security, System Administration, Operating Systems, Security, Infrastructure, Software Documentation, Networking, Software Installation, Information Technology, VMware, System Deployment, Citrix, Network Design, DNS, Cisco Technologies, Data Center, Microsoft Exchange, Virtualization, Windows Server, IT Management, Cloud Computing, SCCM, Enterprise Architecture, Technical Support, HP, Process Improvement, Incident Management, SharePoint, IT Service Management, VMware ESX, IT Operations
Education
Texarkana College 1986 — 1987
Liberal Art
Rhodes College 1984 — 1986
international Relations and Liberal Arts
In transition - actively pursuing new opportunities November 2014 - Present
BBVA Compass February 2004 - November 2014
JPMorgan Chase October 1987 - February 2004
Skills
Banking, Business Strategy, Team Leadership, Strategic Negotiations, Change Management, Adaptability, Business Litigation, Problem Solving, Sales Management, Divestitures, Strategic Hiring, Client Development, Institutional Sales, Trust Services, Employee Benefits, Investment Management, Trust Administration, Institutional..., Mentoring, Manage Client..., Employee Relations, Expense Management, Team Building, Positive Team Player, Commercial Banking, Financial Analysis, Portfolio Management, Retail Banking, Credit Risk, Investments, Management, Relationship Management
Education
Texas A&M University 1980 — 1984
Bachelor of Business Administration (BBA), Management and Finance
Blaze International January 2013 - Present
JPMorgan Chase May 2009 - April 2011
Skills
Strategic Planning, Financial Analysis, Insurance, Accounting, Financial Modeling, Strategic Financial..., Finance, Music Production, Entertainment, Financial Reporting, Investments, Sound Mixing, Managerial Finance, Corporate Finance, Forecasting, Risk Management, Cash Flow, Banking
Education
Temple University - Fox School of Business and Management 2004 — 2007
Bachelor of Arts (BA), Accounting and Finance
J.P. Morgan May 2015 - Present
JPMorgan Chase April 2014 - April 2015
JPMorgan Chase June 2012 - March 2014
JP Morgan Chase June 2011 - August 2011
Skills
Valuation, Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, Accounting, Data Analysis, Finance
Education
Texas A&M University 2008 — 2012
Finance
Stake Jesuit College Preparatory 2004 — 2008
JPMorgan Chase April 2012 - Present
JPMorgan Chase January 2008 - April 2012
Randstad Work Solutions May 2006 - January 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, English, Windows, Teaching, HTML, SQL, Access, Databases, Data Analysis, Team Leadership, Data Entry, Teamwork, Analysis, System Administration, Process Improvement, SharePoint
Education
KELLER GRADUATE SCHOOL OF MANAGEMENT 2009 — 2012
Master, Information Systems Management
Tennessee State University 2001 — 2005
B.B.A, Business Information Systems
South Shore Community Academy 1997 — 2001
High School Diploma, General Studies
Demir Bank September 2012 - Present
JPMorgan Chase January 2011 - July 2012
IBC Bank June 2010 - May 2011
Tereqqi LLC July 2005 - October 2007
Education
Texas A&M University 2008 — 2010
Master of Business Administration (MBA)
Azerbaijan State Economic University 2001 — 2005
Regulation of Economy
Veritable, LP October 2013 - Present
JPMorgan Chase June 2012 - October 2013
JPMorgan Chase July 2010 - October 2013
JPMorgan Chase January 2009 - July 2010
Johnson & Johnson January 2008 - June 2008
Skills
Bloomberg Terminal, Essbase, Bloomberg, Financial Statement..., Financial Analysis, Variance Analysis, Pivot Tables, Financial Reporting
Education
Temple University - Fox School of Business and Management 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
JPMorgan Chase March 2013 - Present
JPMorgan Chase February 2012 - March 2013
JPMorgan Chase January 2011 - February 2012
JPMorgan Chase 2006 - 2011
JPMorgan Chase 2004 - 2006
JPMorgan Chase 2000 - 2004
Skills
Banking, Credit, Financial Analysis, Internal Audit, Management, Mortgage Lending, Team Management, FHA, Loans, Portfolio Management, Refinance, Risk Management, Sales
Education
University of North Florida 2000 — 2002
Business Administration and Management, General
Tennessee Wesleyan College 1997 — 1998
E.ON Climate & Renewables June 2013 - Present
Merrill Lynch December 2009 - March 2011
JPMorgan Chase February 2008 - December 2009
Bowne January 2005 - January 2008
Coldwell Banker United, REALTORS September 2004 - November 2004
Mary Dunn Real Estate, Inc. May 2001 - May 2004
Education
Texas A&M University 2002 — 2004
Bachelors, Economics, Business Minor
Temple University February 2015 - Present
Temple University March 2014 - February 2015
Brandywine Global Investment Management October 2013 - March 2014
Teach For America June 2013 - September 2013
JPMorgan Chase June 2011 - June 2013
Exelon Trading Center March 2009 - June 2011
Push America May 2009 - August 2009
Skills
Financial Analysis, Finance, Microsoft Office, Bloomberg, Bloomberg Terminal, Microsoft Excel, Marketing, Portfolio Management, Project Management, Budget Development, Customer Service, Public Speaking, Accounting, Project Planning, Forecasting
Education
Temple University - Fox School of Business and Management 2015 — 2018
Master of Business Administration (MBA), Strategic Management
University of Delaware - Lerner College of Business and Economics 2007 — 2011
B.S., Major: Finance. Minors: Economics, Internationl Business
Arbor Pharmaceuticals May 2013 - Present
TSF Capital September 2012 - April 2013
JPMorgan Chase June 2011 - August 2012
Bay Ridge Financial Group 2010 - 2011
Skills
Series 6, Credit, Loans, Banking, Sales, Investments, Series 63, Relationship Management, Trading, Equity Derivatives, Hedge Funds, Strategic Financial...
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Economics
Chase September 2013 - Present
Dallas Derby Devils October 2011 - Present
Fort Worth Football Officials June 2000 - Present
Dallas Deception June 2011 - Present
Dallas Derby Devils October 2012 - March 2014
Chase October 2012 - September 2013
Chase November 2010 - October 2012
JPMorgan Chase June 2006 - November 2010
First American Real Estate Tax Service (formerly Transamerica Real Estate Tax Service) April 1998 - June 2006
Haggar Clothing Co. May 1997 - April 1998
Skills
SDLC, Process Improvement, Integration, Leadership, Cross-functional Team..., Change Management, Team Leadership, Software Development, Business Analysis, Risk Management, Project Management, Business Process..., Agile Methodologies, Analysis, Banking, Budgets, Business Intelligence, Business Process, Business Process Design, Business Requirements, Credit Cards, Data Warehousing, Database Design, Disaster Recovery, Enterprise Architecture, Financial Analysis, Financial Services, IT Management, IT Strategy, Loans, MS Project, Management, Mergers, Mortgage Lending, Outsourcing, PMO, PMP, Portfolio Management, Procurement, Program Management, Project Portfolio..., Recruiting, Requirements Analysis, Requirements Gathering, SharePoint, Six Sigma, Software Documentation, Software Project..., Strategic Planning, Strategy
Education
Texas A&M University 1989 — 1991
Business Administration
Evangel Temple Christian School 1976 — 1989
Elementary, Junior high, High school
JPMorgan Chase July 2014 - Present
Education Abroad & Overseas Campuses: Temple University February 2013 - May 2014
JPMorgan Chase June 2013 - December 2013
Alpha Epsilon Phi - Phi Theta Chapter January 2013 - May 2013
Hudson Valley Renegades May 2011 - August 2011
Stop and Shop May 2008 - August 2010
Skills
French, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Social Networking, Facebook, Customer Service, Time Management, Public Speaking, Teamwork, Social Media Marketing, Marketing, GIS, Market Research
Education
Temple University - Fox School of Business and Management 2010 — 2014
BBA, International Business, Marketing, French
The American Business School: Paris, France 2012 — 2012
International Business
J.P. Morgan July 2014 - Present
J.P. Morgan 2008 - Present
JPMorgan Chase August 2011 - June 2014
JPMorgan Chase February 2010 - July 2011
JPMorganChase October 2008 - January 2010
Skills
Banking, Mutual Funds, Strategic Planning, Training, Reporting & Analysis, Securities Regulation, Compliance, Financial Analysis, Management, Entrepreneurship, Fixed Income, Presentations, Bloomberg, Dreamweaver, Microsoft Office, Portfolio Management, Ethics, Economics, Statistics, Financial Statement..., Corporate Finance, Corporate Governance, Alternative Investments, Derivatives, Equity Valuation, Swaps, Option Pricing Models, Hedge Funds, Valuation, Capital Markets
Education
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor's degree, Finance, General, 3.6
H&R Block December 2013 - Present
Made In America General Store February 2010 - Present
JPMorgan Chase June 2013 - October 2013
Citi October 2006 - January 2010
Chase January 2000 - October 2000
Skills
Bloomberg, Banking, Asset Management, Excel, Customer Relations, Research, Financial Analysis, Accounting, Risk Management, Financial Reporting, Microsoft Office, Word, Customer Service
Education
Temple University - Fox School of Business and Management 1994 — 1999
Bachelors, Finance, Risk Management (Double Major)
MassMutual North Texas July 2011 - Present
JPMorgan Chase November 2007 - March 2011
JPMorgan Chase September 2006 - November 2007
Edward Jones October 2002 - October 2003
Allstate June 2000 - July 2002
Skills
Strategic Financial..., Retirement Planning, Long-term Care, Long Term Care Insurance, Investments, Portfolio Management, Disability Insurance, Special Care Planning, Life Insurance, Special Needs, Variable Annuities, Fixed Annuities, Fixed Income Portfolio..., Equities, College Education..., Tax-advantaged..., Series 7, Series 65, Personal Financial..., Small Business, Executive Benefit..., Employee Benefits, Non-Qualified Deferred..., Wealth Management, Asset Management, Investment Strategies, High Net Worth..., Finance, 401k, Series 63, Financial Planning
Education
Texas A&M University 1996 — 2000
Bachelor of Arts (B.A.), Political Science
The American College 2013 — 2013
Chartered Special Needs Consultant, Financial Planning and Services, ChSNC Designation
Quince Orchard High School 1992 — 1996
High School Diploma
SEMES February 2012 - Present
Brinker International February 2010 - February 2012
JPMorgan Chase January 2009 - December 2009
New York Life Insurance Company 2008 - 2008
Skills
Customer Service, Communication, Problem Solving, Organization, Teamwork, Multi Tasking, Inventory Control, Event Planning
Education
Texas A&M University 2004 — 2008
Bachelor of Arts (B.A.), Mathematics
JPMorgan Chase October 2012 - Present
PlainsCapital Bank 2004 - 2012
BBVA Compass 1996 - 2004
JPMorgan Chase 1982 - 1996
Skills
Commercial Lending, Credit Analysis, Loans, Commercial Banking, Banking, Credit, Financial Analysis, Small Business Lending, Financial Reporting, Underwriting, Mortgage Lending, Portfolio Management, Risk Management, Consumer Lending
Education
Texas A&M University 1977 — 1981
B.S., Ag Economics
Newmyer Wealth Management April 2005 - Present
On Q Financial, Inc. April 2012 - December 2014
Churchill Mortgage June 2011 - April 2012
Envoy Mortgage October 2007 - June 2011
JPMorgan Chase 1993 - 2005
Skills
Mortgage Lending, Wealth Management, Wealth, Mortgage Banking, Loans, Refinance, FHA, Loan Origination, Residential Mortgages, Certified Mortgage..., USDA, VA loans, FHA financing, Credit, Wealth Management..., Financial Advisory, Strategic Financial..., Jumbo Mortgage, Investment Advisory, Investment Strategies, Investment Management, Financial Services, Investments, Finance
Education
Texas A&M University
Bachelor of Business Administration (BBA), Finance
EY April 2015 - Present
Duff & Phelps August 2012 - March 2015
JPMorgan Chase June 2011 - August 2011
KPMG January 2011 - March 2011
Skills
Valuation, Corporate Finance, Financial Analysis, Credit Analysis, Accounting, Financial Modeling, Mergers, Finance
Education
Texas A&M University 2007 — 2012
MS, Accounting and Finance
Texas A&M University - Mays Business School 2007 — 2012
BBA in Accounting, MS in Finance, Accounting and Finance
City of New Orleans September 2012 - Present
Calvert Foundation July 2010 - August 2012
PNC Realty Investors August 2006 - July 2010
ING Clarion June 2005 - August 2005
National Basketball Association November 2003 - May 2004
JPMorgan Chase July 2001 - August 2003
Skills
Risk Management, Financial Reporting, Credit Analysis, Investments, Asset Management, Finance, Forecasting, Process Improvement, Portfolio Management, Asset Managment, Business Development, Budgets, Leadership, Financial Modeling, Analysis, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Real Estate, Strategic Management
Temple University - Fox School of Business and Management 1997 — 2001
BBA, Accounting
Fortress Investment Group July 2015 - Present
JPMorgan Chase December 2011 - July 2015
Avelo Mortgage May 2011 - December 2011
BNY Mellon February 2006 - May 2011
SourceNet Solutions August 2002 - February 2006
Universal Computer Systems January 1998 - August 2002
Skills
Business Intelligence, Visio, Microsoft SQL Server, Process Improvement, Quality Assurance, Crystal Reports, Team Building, SQL Server Management..., IIS, Leadership, Management, Program Management, SDLC, Team Leadership, Visual Studio, Analysis, Business Analysis, MS Project, Project Management, Software Documentation, Training, Vendor Management
Education
DeVry University - Online 2010 — 2011
B.S, Technical Management (Business Information Systems), 3.75
Texas A&M University 1993 — 1997
Business Administration
JPMorgan Chase July 2011 - Present
Education
Temple University - Fox School of Business and Management 2007 — 2011
BBA, Management Information Systems
Hempfield High School 2003 — 2007
J.P. Morgan May 2013 - Present
Matterhorn Capital Management, LLC July 2009 - May 2013
Tootie Pie Company August 2005 - May 2009
JPMorgan Chase June 2001 - August 2005
Skills
Investments, Portfolio Management, Fixed Income, Investment Management, Equities
Education
Texas A&M University 1996 — 2001
Comcast Business May 2013 - Present
JPMorgan Chase June 2012 - Present
Lockheed Martin Space Systems Company January 2003 - June 2010
Lockheed Martin January 2006 - January 2008
Lockheed Martin Corporation January 2003 - January 2006
Skills
MS Project, Program Management, Data Analysis, Leadership, Management, Configuration Management, Microsoft Excel, Microsoft Office, Microsoft Project, PowerPoint, SAP, Sales, Strategy
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelors, MIS
Lockheed Martin IT Apprenticeship Program 2003 — 2006
Certification, Information Technology Technician
JPMorgan Chase May 2014 - Present
JPMorgan Chase May 2013 - May 2014
JPMorgan Chase October 2012 - May 2013
JPMorgan October 2006 - October 2012
JPMorgan Chase February 2005 - September 2006
LaSalle Bank August 1999 - February 2005
Skills
Loans, Credit, Cash Management, Small Business Lending, Customer Relations, Commercial Lending, Banking, Customer Service, Credit Analysis, Lines Of Credit, Commercial Banking, Mortgage Lending, Treasury Management, Financial Risk, Consumer Lending, Capital Markets, Portfolio Management, Investment Banking, CRM, Cross Selling, Financial Analysis, Investments, Securities, Equities, Financial Services, Business Development, Loan Origination, Retail Banking, SBA, Business Relationship..., Relationship Management, Wealth Management, Credit Risk, Finance, Private Banking, Series 63, Mortgage Banking, Mutual Funds
Education
Tennessee State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Glasshouse Technologies/TDArx October 2011 - Present
Dell March 2007 - August 2011
TEKsystems January 2005 - October 2006
Oceaneering March 2004 - January 2005
HEB June 2002 - February 2004
JPMorgan Chase August 1998 - June 2002
US Army August 1993 - August 1998
Skills
Account Management, Disaster Recovery, IT Service Management, IT Strategy, VMware, IT Management, SAN, Business Continuity, EMC Storage, Program Management, Servers, Windows Server, IT Service Delivery, Managed Services, EMC Networker, Storage, Vendor Management, Clariion, Data Domain, Enterprise Software, Virtualization, Professional Services, Data Center, System Deployment, NAS, Microsoft Exchange, RMAN, ADIC, Linux System..., NDMP, Backup Solutions, Storage Area Networks, Storage Virtualization, Netbackup, Technical Staff..., Customer Retention, Controlling Budgets, Enterprise Storage, Storage Management, Global IT Operations
Education
Texas A&M University 1999 — 2000
Computer Science
Heidelberg American High School 1990 — 1993
HSD, General
Farm Bureau Bank December 2013 - Present
Amegy Bank July 2011 - November 2013
Scrubs Medical Laundry 2009 - July 2011
Bank of America 2003 - 2009
JPMorgan Chase 1987 - 2003
Skills
Loans, Commercial Banking, Private Banking, Financial Analysis, Treasury Management, Relationship Management, Sales, Non-profits, Workout, Financial Risk, Cash Flow, Financial Statement..., Credit Analysis, Commercial Lending, Credit, Finance, Portfolio Management, Banking
Education
Texas A&M University
BBA, Finance and Accounting
JPMorgan Chase May 2013 - Present
Hewlett-Packard July 2010 - May 2013
Hewlett-Packard July 2008 - July 2010
Hewlett-Packard September 2006 - July 2008
Hewlett-Packard 1999 - September 2006
Education
Texas A&M University 1993 — 1997
BS, Meteorology
Kingwood High 1989 — 1993
JPMorgan Chase April 2012 - Present
Skills
Loans, Commercial Lending, Portfolio Management, Credit, Real Estate, Commercial Real Estate, Commercial Banking, Deposits, Valuation, Banking, Asset Management, Investments, Mergers & Acquisitions, Business Development, Mortgage Lending, Financial Services, Credit Analysis, Finance, Underwriting, Cash Management, Mortgage Banking, Treasury Management, Relationship Management
Education
Creighton University 1992 — 1995
MBA, Finance/Accounting
University of Nebraska at Omaha 1987 — 1991
BSBA, Finance/Management
Texas A&M University 1987 — 1988
JPMorgan Chase May 2014 - Present
Robert Half Finance & Accounting December 2013 - May 2014
New Penn Financial, LLC February 2013 - July 2013
Franklin Mint Federal Credit Union June 2008 - February 2013
Skills
Banking, Credit, Loans, Customer Service, Financial Services, Mortgage Lending, Microsoft Word, Outlook, Time Management, Teamwork, Team Leadership, Cash Management, Training, PowerPoint, Microsoft Excel, Microsoft Office, Finance, Risk Management, Financial Analysis, Employee Relations, Coaching, Leadership
Education
West Chester University of Pennsylvania 2013 — 2015
Master of Public Administration (M.P.A.), Human Resources Management/Personnel Administration, General
Temple University - Fox School of Business and Management 2005 — 2006
Bachelor of Business Administration (BBA), Marketing
Tata Consultancy Services October 2014 - Present
JPMorgan Chase June 2012 - September 2014
Wells Fargo January 2011 - June 2012
Bank of America January 2010 - January 2011
PLG Capital Funding Group LLC August 2004 - December 2009
Skills
Conventional Financing, Mortgage Lending, Commercial Lending, Mortgage Analytics, FHA Financing, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Financial Analysis, Tax Returns, Tax Preparation, Tax Law, Tax Advisory, Mortgage Banking, Loan Origination
Education
Tennessee State University 1999 — 2002
Computer Science
Murray Wright High School 1996 — 1999
High School, 3.250
JPMorgan Chase July 2011 - Present
Skills
Sales
Education
Tennessee State University
First Financial Bankshares, Inc. May 2013 - Present
Capital One May 2010 - May 2013
JPMorgan Chase May 2005 - May 2010
Skills
Commercial Banking, Credit, Loans, Portfolio Management, Treasury Management, Lines Of Credit, Credit Risk, Credit Analysis, Merchant Services, Treasury Services, Loan Origination, Small Business Lending, Consumer Lending, Banking, Mortgage Lending, Retail Banking, Commercial Lending, Underwriting, Asset Based Lending, SBA, Branch Management, Cross Selling, Relationship Management, Refinance, Risk Management, Mortgage Banking, Residential Mortgages, Financial Analysis
Education
Texas A&M University 1999 — 2004
Bachelor of Science (B.S.), Industrial Distribution
Upside Down Solutions June 2011 - February 2012
MERCER1 July 2009 - July 2011
JP Morgan Chase Bank May 2000 - November 2008
JPMorgan Chase May 2000 - October 2008
Home Equity, JP Morgan CHASE Bank January 2000 - January 2008
Amresco January 1996 - January 2000
Amresco May 1996 - June 1999
Asante Mortgage January 1994 - January 1996
Mortgage Professionals January 1987 - January 1994
Gemcraft Homes January 1982 - January 1987
Skills
Mortgage, Foreclosures, Real Estate, Compliance, Strategic Planning, Loans, Customer Relations, Negotiation, Customer Service, Financial Analysis, Budgeting, Credit, Coaching, Contract Management, Contract Negotiation, Mentoring, Financial Management, Problem Solving, Team Leadership, Public Speaking, Employee Relations, Mortgage Lending
Education
University of Southern California 1981 — 1982
Post-Graduate Certificate, Public Administration
Tennessee State University 1969 — 1974
BS, Education / Psychology
Chicago Vocational H.S. 1965 — 1969
JPMorgan Chase & Co. 2014 - Present
JPMorgan Chase & Co. 2014 - 2014
JPMorgan Chase & Co. August 2012 - 2014
JPMorgan Chase June 2010 - September 2012
JP Morgan Chase 2007 - 2010
Thomson Reuters December 2004 - February 2007
Stevens & Lee January 2004 - November 2004
LexisNexis 2002 - 2004
Anderson Knight 2001 - 2002
KPMG 2000 - 2001
Skills
Marketing, Sales, New Business Development, Strategic Planning, Project Management, Business Development, Marketing Strategy, Account Management, Relationship Management, Sales Management, CRM, Business Strategy, Contract Negotiation, Negotiation, Leadership, Customer Acquisition, Partnerships, Credit Cards, Travel, Retail, Financial Services, Product Development, Digital Marketing, Loyalty Marketing
Education
Boston University, School of Fine Arts
BFA, Theater Production, Sound Design & Psychoacoustics
Pennsylvania State University, Smeal College of Business
Master of Business Administration (MBA), Strategic Marketing
Temple University - James E. Beasley School of Law
J.D., Trial Advocacy and Technology Law
Self Employed 2012 - Present
JPMorgan Chase 2011 - January 2014
OneWest Bank 2009 - March 2011
Bank of America 2004 - 2009
Skills
Acting, Web Design, Internal Controls, Social Media Strategist, Internal Audit, Video Editing, Hosting, Social Media Marketing, social media, Web Application Design, tv host, Bikini, Fitness Modeling, Commercials, Teleprompter, Nutrition, Fitness, Blogger, Accounting, Finance, Banking, Microsoft Excel, Financial Reporting, Risk Management, Credit, Loans, Valuation, Improvisation, Modeling, Web Video, Photoshop, Blogging, Interviews, Auditing, Public Speaking, Web Hosting, Exception Based...
Education
Texas A&M University 2001 — 2003
Bachelor of Science (B.S.), Major Sociology and Minor Psychology
Groundlings
Improv
Initiative Talent Los Angeles, CA
TV Hosting
Rehearsal Room San Diego, CA
Scene Study
MedAssets July 2015 - Present
MedAssets May 2014 - Present
MedAssets 2011 - May 2014
Dallas Medical Center February 2010 - May 2012
Dallas Medical Center/RHD Memorial February 2010 - May 2012
Dallas Medical Center/RHD Memorial February 2010 - May 2012
TRS Inc February 2005 - March 2010
JPMorgan Chase August 2009 - February 2010
JPMorgan Chase August 2009 - February 2010
TRS Inc February 2005 - June 2009
Skills
MSOffice suite, Management, Financial Analysis, Analysis, Microsoft Office, Customer Service, Cash Management, Cash Flow, Cash Flow Reporting, Cash Flow Statements, Cash Flow Forecasting, Month End Close, Monthly Close Process, Leadership, Leadership Development, Marketing, Account Management, Finance
Education
University of Phoenix 2008 — 2010
Bachelor Science, Finance
University of Phoenix 2008 — 2010
Bachelor Science, Finance
Texas A&M University 1999 — 2004
Engineering, Computer Science
Texas A&M University 1999 — 2003
Bachelor Science, Computer Science
Texas A&M University 1999 — 2003
Bachelor Science, Computer Science
Lloyd V. Berkner H.S 1996 — 1999
Degree: B.S, Business Administration
Lloyd V. Berkner H.S 1996 — 1999
High School Diploma
Texas Capital Bank 2010 - Present
Main Street Bank 2005 - 2010
JPMorgan Chase 1997 - 2004
Skills
Vendor Management, Process Improvement, Loans, Cash Management, Disaster Recovery, Treasury Management, Internal Controls, Operational Risk, Business Continuity, Project Management, Bank Secrecy Act, Internet Banking, Training, Branch Banking, Banking
Education
Texas A&M International University 1995 — 1996
MBA, International Trade
Texas Tech University 1989 — 1993
BBA, Business
Camden Property Trust January 2014 - Present
JPMorgan Chase June 2013 - August 2013
J. Fred Bayliss, P.C. September 2011 - May 2013
Skills
Commercial Real Estate, Corporate Finance, Financial Analysis, Customer Service, Leadership, Teamwork, Due Diligence, Finance, Banking, Leases, Real Estate Economics, Valuation, Asset Management, Real Estate Development, Microsoft Office, Microsoft Excel, Real Estate, Financial Modeling
Education
Texas A&M University 2012 — 2013
Master of Real Estate, Real Estate
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Cloudera June 2013 - Present
Cloudera October 2011 - June 2013
Oracle February 2010 - October 2011
Sun Microsystems June 2006 - February 2010
Total Process, Inc. May 2006 - October 2007
3FC Entertainment, LLC March 2004 - August 2006
JPMorgan Chase July 2005 - June 2006
Texas A&M University September 2004 - July 2005
Texas A&M University June 2001 - September 2004
Viatel May 2000 - June 2001
Education
Texas A&M University 1989 — 1993
BS, Economics
Madison High School 1986 — 1989
HS Diploma, College Prep
Comcast July 2011 - Present
Mercer Management Consulting 2010 - 2011
Deloitte 2006 - 2010
JPMorgan Chase 2004 - 2006
Education
Temple University - Fox School of Business and Management 2000 — 2004
Bachelor of Business Administration (B.B.A.)
lower moreland
Twin Eagle Resource Management May 2012 - April 2014
BNP Paribas February 2011 - May 2012
JPMorgan Chase June 2008 - August 2010
Bear Stearns January 2007 - June 2008
Skills
Commodity Markets, Hedging, Commodity, Derivatives, Natural Gas, Investment Banking, Energy Markets, Power Trading, Financial Structuring, Trading, Energy, Electricity Markets
Education
Texas A&M University 2002 — 2006
Bachelor of Business Administration, Finance
Fisher Investments September 2015 - Present
JPMorgan Chase June 2014 - August 2014
Amegy Bank June 2013 - August 2013
Miramont Country Club September 2011 - June 2012
Skills
Team Leadership, Microsoft Office, Finance, Management, Text Editing, English, Leadership, Loans, Investments, Event Planning
Education
Texas A&M University 2011 — 2015
Bachelor of Business Administration (BBA), Banking, Corporate, Finance
Texas A&M University - Mays Business School 2011 — 2015
B.B.A. in Finance, Commercial Banking
JPMorgan Chase August 2014 - Present
JPMorgan Chase June 2014 - August 2014
Kohl's Department Stores May 2013 - August 2013
Field House Sports Bar January 2012 - May 2012
United By Blue January 2011 - May 2011
Skills
Event Management, Retail, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Facebook, Event Planning, Photoshop, Accounting, Marketing, Financial Accounting
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor's degree, Accounting
JPMorgan Chase July 2014 - Present
JPMorgan Chase June 2013 - August 2013
Lead Intelligence Inc June 2012 - August 2012
Northeast Regional Free Library of Philadelphia October 2009 - November 2009
Skills
Project Management, Release Management, Microsoft Office, SharePoint, SharePoint Designer, Financial Services
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Adminstration, Management Information Systems & Finance minor
Private August 2015 - Present
Harris County Auditor's Office July 2013 - February 2015
Harris County Auditor's Office May 2012 - June 2013
Texas Children's Hospital December 2005 - April 2012
JPMorgan Chase December 1999 - November 2005
Sonat April 1998 - December 1999
Deloitte & Touche 1996 - 1998
Skills
IT Audit, CISA, Risk Assessment, Information Technology, Sarbanes-Oxley Act, Disaster Recovery, Enterprise Risk..., Internal Audit, Business Continuity, Sarbanes-Oxley, Information Security, Internal Controls, Risk Management, GLBA, Auditing, Security, IT Risk Management, COBIT, Business Analysis, Business Process, Healthcare Information..., IT Service Management, ITIL, Process Improvement
Education
Texas A&M University 1990 — 1996
MS, Management Information Systems
Texas A&M University 1990 — 1996
Master's degree, Management Information Systems
JPMorgan Chase September 2012 - Present
JPMorgan Chase July 2010 - September 2012
First Cash Financial Services, Inc. September 2008 - July 2010
Skills
Banking, Consumer Lending, Series 6, Series 63, Relationship Management, Team Management, Wealth Management, NMLS Licensed, Client Prospecting, Client Presentation, Cash Management
Education
Texas A&M University
Bachelor of Arts (BA), Economics
JPMorgan Chase January 2013 - Present
JPMorgan Chase April 2005 - December 2012
JPMorgan Chase August 1999 - March 2005
JPMorgan Chase May 1997 - July 1999
Ernst & Young Management Consulting January 1995 - May 1997
Andersen Consulting, Change Management Services July 1992 - August 1994
Skills
HR Consulting, EEO Investigations, Strategic HR, HR Policies, Employee Training
Education
Texas A&M University 1988 — 1992
Bachelor of Business Administration (BBA), Marketing
University of Houston - Clear Lake 1994 — 1995
Master of Arts (MA), Human Resource Management
Deutsche Bank Securities April 2007 - Present
JPMorgan Chase December 1997 - April 2007
Skills
Banking, Capital Markets, Credit, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Mutual Funds, Portfolio Management, Securities, Series 7, Valuation
Education
Temple University - Fox School of Business and Management 2002 — 2005
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), American History (United States)
JPMorgan Chase May 2014 - Present
JPMorgan Chase July 2010 - May 2014
Depatment of Commerce: US Census Bureau April 2010 - July 2010
Texas A&M University August 2007 - July 2010
Skills
Data Analysis, Statistics, Statistical Modeling, Economics, SAS, Analysis, SPSS, Econometrics, Research, Microsoft Excel, Microsoft Office, SAS programming, Policy Analysis, Oracle SQL, Data Mining, Time Series Analysis, Analytics, Quantitative Research, SQL, Qualitative Research, Databases, Logistic Regression, Predictive Analytics, Financial Analysis, Data Modeling, Business Analytics, Business Analysis, Programming
Education
Texas A&M University 2007 — 2010
Master of Science (MS), Applied Economics
Texas A&M University 2003 — 2007
Bachelor of Science (BS), Economics
GM Financial April 2015 - Present
The Faulkner Organization January 2015 - March 2015
JPMorgan Chase June 2014 - August 2014
Food Export USA- Northeast April 2011 - June 2013
City Auto Park of Burlington New Jersey January 2006 - March 2010
City Auto Park of Burlington New Jersey June 2005 - December 2005
Universal Pictures June 2004 - August 2004
Skills
Market Research, Marketing, Business Development, Marketing Strategy, CRM, Customer Service, Management, Microsoft Office, Strategy, International Business, Customer Satisfaction, Budgets, Program Management, Relationship Management, Sales Presentations, multi-cultural..., Google Analytics, Fluent in both English..., ADP ezLaborManager, Digital Marketing, Multi-channel Marketing, Web Analytics, Regression Analysis, Regression Models, Euromonitor, Integrated..., Agile Methodolgy, Financial Modeling, Sales, Leadership, Strategic Planning
Education
Temple University - Fox School of Business and Management 2013 — 2015
Master of Business Administration (MBA), Finance, 3.66 of 4
Villanova University 2002 — 2005
B.S. in Business Administration, Marketing and International Business
Veritas Prep
JPMorgan Chase January 2014 - Present
Wells Fargo Bank August 2011 - January 2014
Wells Fargo Bank May 2008 - January 2014
Mercedes Benz of San Diego 2003 - 2008
Skills
Business Development, Customer Satisfaction, Leadership, Management, Negotiation, Training, Coaching, Strategic Partnerships, Budgets, Analysis, Customer Retention, Finance, Strategic Planning, Credit, Sales, Customer Service, Loans, Banking, Consumer Lending
Education
University of Missouri-Kansas City
B.A.
Tennessee State University
JPMorgan Chase September 2009 - May 2010
Banc of America Investments December 2007 - August 2009
AXA Advisors May 2004 - November 2007
Education
Texas A&M University 2000 — 2004
B.S., Economics
Paradigm May 2007 - Present
JPMorgan Chase 1997 - 2007
Creative Resource Seminars & Consulting 1992 - 2007
Information Mapping, Inc. 2001 - 2006
Landmark Graphics 1985 - 1992
Skills
Leadership Development, Instructional Design, Performance Management, Coaching, Organizational..., E-Learning, Technical Writing, Leadership, Staff Development, Program Management, Analysis, Team Building, Talent Management, Workforce Planning, Human Resources, Training, Employee Training, Interviews, Management, Business Development, Employee Relations, Management Consulting, Employee Benefits, Training Delivery, Software Documentation, Change Management, Strategic Planning, Personnel Management, Proposal Writing, Strategy, Talent Acquisition, Consulting, Career Development, Workshop Facilitation, Recruiting, Conflict Resolution
Education
American Society for Training and Development 1990 — 2013
Certified Professional in Learning and Performance
Texas A&M University
Certified Distance Learning Professional
Memorial High School
The University of Texas at Austin
BS, Aquatic Biology
GEM Financial Solutions March 2014 - Present
Gene Perez CFP® July 2009 - March 2014
Bright Trading August 2009 - July 2010
JPMorgan Chase July 2008 - July 2009
Gene Perez Insurance & Financial Services April 2003 - July 2008
Dayson Capital March 2007 - January 2008
VALIC 1999 - 2001
AIM Funds 1997 - 1999
RAS Securities 1997 - 1998
Skills
Retirement Planning, Fixed Annuities, Retirement, Life Insurance, IRAs, Long-term Care, Estate Planning, Insurance, 401k, Wealth Management, Strategic Financial..., Long Term Care Insurance, Financial Planners, Roth IRA, Financial Services, Securities, Investments, Portfolio Management, Equities, Financial Planning, Mutual Funds
Education
The American College 2013 — 2013
CLU® Insurance Education
Rice University 2006 — 2007
Certificate of Financial Planning, CFP® Education Program
Texas A&M University 1989 — 1994
Bachelor of Science (B.S.), Atmospheric Sciences and Meteorology
Interactive Data March 2006 - Present
JPMorgan Chase November 2005 - February 2006
Verizon June 2000 - November 2005
Skills
JBoss, Spring, Hibernate, J2EE, EJB, Fixed Income, Structured Finance, Intex, Financial Modeling, JBoss Application Server, Java Enterprise Edition, Agile Methodologies, Java, Credit Derivatives, Oracle, Software Design, MBS, ABS, Market Data
Education
Texas A&M University 1996 — 2000
Ph.D., Theoretical Physics
ShererStrategies March 2009 - Present
Ocean County Dem Comm 2006 - 2010
SCORE "Counselors to America's Small Business" 2002 - 2010
Richard Stockton College of NJ 2006 - 2008
JPMorgan Chase 1990 - 2001
Skills
Public Speaking, Strategic Planning, Business Strategy, Business Process..., Management Consulting, Change Management, Financial Analysis, Coaching, Analysis, Executive Coaching, Small Business, Start-ups, Management, Strategy, Entrepreneurship, Leadership, Marketing, Organizational..., Business Analysis, Business Planning
Education
Temple University - Fox School of Business and Management 1980 — 1985
MBA, Applied Statistics & Economics
Sysco January 2007 - Present
JPMorgan Chase September 2004 - September 2006
JPMorgan Chase September 1996 - September 2004
Skills
Internal Communications, Employee Engagement, Newsletters, Corporate Communications, Crisis Communications, Marketing, Speech Writing, Social Media, Project Management, Cross-functional Team..., Leadership, Marketing Communications, Training, Leadership Development, Strategic Communications, Event Management, Process Improvement, Nonprofits, Communication Training, Integrated Marketing, Strategy, Strategic Planning, Coaching, Editing, Public Speaking, Budgets, Advertising, Team Building, Change Management, Management, Marketing Strategy, Event Planning, Organizational..., Social Networking, Press Releases, Social Media Marketing
Education
University of Southern California 1993 — 1994
MA, Communications
Texas A&M University 1989 — 1993
Bachelor of Science (BS), Political Science and Government
MetroBank June 2004 - Present
JPMorgan Chase 1983 - 2004
Skills
Commercial Banking
Education
The University of Texas at Austin 1981 — 1983
Master of Business Administration (MBA)
Texas A&M University 1977 — 1981
Citi October 2013 - Present
JPMorgan Chase July 2012 - October 2013
Adaptive Project Management Consulting October 2012 - July 2013
BARCLAYCARD US March 2011 - October 2012
JPMorgan Chase 2010 - 2011
JP MORGAN CHASE 2007 - 2010
Education
Temple University - Fox School of Business and Management 1994 — 1997
Master of Business Administration (MBA)
Nationstar Mortgage December 2012 - Present
Ocwen Financial Solutions March 2012 - December 2012
Radian February 2008 - December 2011
Title Resource Group March 2003 - February 2008
PHH Mortgage February 2001 - March 2003
JPMorgan Chase March 1999 - February 2001
Skills
Forecasting, Financial Analysis, Process Improvement, Strategic Planning, Hyperion, Mortgage, Executive Management, Mergers, Financial Modeling, Insurance, Budgeting, Financial Reporting, Cash Flow, Accounting, Due Diligence, Vendor Management, Excel, Analysis
Education
Temple University - Fox School of Business and Management 2001 — 2003
MBA, Finance
The College of New Jersey 1993 — 1997
B.S., Accounting
JPMorgan Chase June 1999 - Present
Education
Tennessee State University 1969 — 1974
JPMorgan Chase August 2007 - Present
Citi August 2002 - August 2007
Effective Teleservices, Inc. (formerly L.M. Berry / Berry Direct) July 2001 - August 2002
TXU Communications July 2000 - May 2001
Skills
Banking, Credit, Risk Management, Project Management, Program Management, Marketing Strategy, People Development, Recruiting, Hiring, Development & delivery..., Procedure Development, Process Improvement, Business Process Mapping, Sales Management, Relationship Management, Client Development, Marketing Analytics, Analytics
Education
Texas A&M University 1996 — 1999
Bachelor of Science (B.S.), Psychology
Deque Systems, Inc July 2015 - Present
JP Morgan Chase September 2009 - July 2015
JPMorgan Chase 1999 - 2005
JPMorgan Chase 1999 - 2005
YaleVision, Inc 1987 - 1999
Skills
Accessibility, Web Development, Management, Usability, Software Development, SDLC, Web Applications, Quality Assurance, Online Marketing, JavaScript, Web Content, SQL, Vendor Management, Program Management, Agile Methodologies, Business Analysis, User Interface, Leadership, User Experience, Financial Services, Requirements Analysis, Banking
Education
Temple University - Fox School of Business and Management 1976 — 1981
Bachelor of Business Administration (B.B.A.), Marketing
Temple University - Fox School of Business and Management 1976 — 1981
Bachelor of Business Administration (B.B.A.), Marketing
J.P. Morgan August 2012 - Present
JPMorgan Chase January 2011 - August 2012
SEI July 2008 - January 2012
SAMUEL PALEY LIBRARY September 2006 - May 2008
DELAWARE VALLEY PAYROLL May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Account Reconciliation, Analysis, Microsoft Word, Derivatives, Financial Analysis, Financial Reporting
Education
Temple University - Fox School of Business and Management 2006 — 2009
Bachelor of Business Administration (BBA), Finance and Real Estate
JPMorgan Chase May 2014 - Present
Morgan Stanley November 2007 - April 2014
Bank of the Philippine Islands December 2004 - October 2006
MBNA America Bank September 2003 - September 2004
Pilipinas Shell Petroleum Corporation July 1998 - September 2000
Skills
Fixed Income, Derivatives, Equities, Commodity, Risk Management, Investment Banking, Trading, Capital Markets, Financial Services, Business Analysis, Asset Management, Middle Office, Bloomberg, Valuation, Electronic Trading, Portfolio Management, Equity Derivatives, Financial Analysis, Financial Markets, Options, Credit Derivatives, Trading Systems, Securities, Swaps, Investments, Financial Modeling, Microsoft Excel, Banking, Interest Rate..., Project Management, Emerging Markets, Business Process..., Operational Risk..., Back Office
Education
Temple University - Fox School of Business and Management 2001 — 2003
Master of Business Administration (MBA), Marketing
University of the Philippines 1993 — 1998
BS, Business Administration and Management, General
JPMorgan Chase Senior Risk Specialist/AnalystGMACFebruary 1998 - September 2001
Skills
Banking, Risk Management, Credit, Mortgage Banking, Credit Analysis, Residential Mortgages, Underwriting, Finance, Financial Analysis, Portfolio Management
Education
Temple University - Fox School of Business and Management 2001 — 2002
MBA, International Business
University of Pittsburgh 1992 — 1996
BA Business & BA Sociology
PepsiCo - Frito Lay September 2012 - Present
PepsiCo - Frito Lay January 2011 - September 2012
PepsiCo - Frito Lay September 2009 - January 2012
Ron Massingill PC January 2009 - September 2009
Ron Massingill PC January 2009 - September 2009
Garfield Traub Development, LLC March 2008 - December 2008
Lauth Property Group January 2007 - March 2008
JPMorgan Chase January 2003 - July 2004
Skills
Change Management, Leading Change, Organizational..., Organizational Behavior, Corporate Communications, Event Planning, Organizational..., Corporate Real Estate, Critical Thinking, Strategic Communications, Fundraising, Public Relations, Public Speaking, Close Attention to..., Commercial Real Estate, Land Development, Leases, Land Acquisition, Real Estate Transactions, Real Estate Development, Employee Training, Culture Change, Creative Solutions, Creative Problem Solving, Human Resources, Management
Education
Texas A&M University 1999 — 2002
B.A., English
New York Life Insurance Company April 2015 - Present
International Planning Group May 2012 - April 2015
Deloitte February 2011 - April 2012
JPMorgan Chase January 2007 - January 2011
Skills
Tax, Financial Planning, Tax Research, Tax Compliance, Wealth Management, Wealth Preservation, Wealth Transfer, High Net Worth..., International Estate..., Wealth Management..., Wealth, International Real..., Strategic Financial..., Estate Planning, Income Tax, Insurance, Financial Planners, Business Planning, Trusts, Life Insurance, Financial Services, Tax Law, Asset Management, International Tax, Mergers & Acquisitions, Estate Tax Planning, Tax Accounting, Finance
Education
Temple University - James E. Beasley School of Law 2006 — 2008
LL.M., Tax and Estate Planning
Widener University School of Law 2002 — 2005
J.D., Law
JPMorgan Chase February 2011 - Present
Mohonk Mountain House April 2010 - November 2010
Four Seasons Hotels and Resorts January 2010 - April 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Teamwork, Hospitality, Social Media, Event Management, Photoshop, Public Speaking, Food & Beverage, Research, Time Management
Education
Texas A&M University 2004 — 2009
Bachelor of Science (BS), Tourism and Travel Services Management
Texas A&M University 2004 — 2009
Associate's degree, Business Administration and Management, General
Ditech Mortgage Corp March 2009 - Present
JPMorgan Chase May 1997 - October 2008
Skills
Mortgage Banking, Loan Origination, Credit, Credit Analysis, Insurance, Underwriting, Mortgage Underwriting, Mortgage Lending, Loans, Risk Management, Residential Mortgages, FHA, Investment Properties, Banking
Education
Temple University - Fox School of Business and Management
Bachelors, Finance and Business Law
JPMorgan Chase 2003 - Present
Education
Texas A&M University 1975 — 1981
BED, MS-BC, Environmental Design, Building Construction
JPMorgan Chase May 2013 - Present
Nationwide Insurance January 2012 - May 2013
InnoSource September 2010 - January 2012
Fremont City School District May 2004 - September 2005
Skills
J2EE Application..., Java Enterprise Edition, Java, JavaScript, jQuery, jQuery UI, CSS, CSS3, HTML, HTML 5, SQL, Oracle SQL, Agile & Waterfall..., Agile Methodologies, XML, Computer Hardware, Computer Hardware..., Spring Webflow, Groovy, Cucumber, Geb, Spring, Maven, Subversion
Education
The Ohio State University 2005 — 2010
Bachelor of Science (B.S.), Economics
Terra State Community College 2005 — 2005
JPMorgan Chase January 2013 - Present
JPMorgan Chase January 2010 - January 2013
JPMorgan Chase September 2007 - December 2009
Skills
Investment Banking, Capital Markets, Fixed Income, Valuation, Derivatives, Hedge Funds, Corporate Finance, Financial Analysis
Education
Temple University - Fox School of Business and Management 2005 — 2007
MBA, Finance
Temple University - College of Science and Technology 2000 — 2004
Bachelor's Degree, Computer Information Science
EY September 2015 - Present
BDO Consulting's Valuation Services June 2014 - September 2015
BDO Consulting's Valuation Services January 2013 - June 2014
J.P. Morgan May 2011 - January 2013
JPMorgan Chase July 2009 - May 2011
Starwood Hotels & Resorts June 2008 - August 2008
Lincoln Financial Advisors January 2008 - May 2008
Skills
Series 7, Series 63, Investments, Financial Analysis, Equities, Valuation, Fixed Income, Portfolio Management, Equity Research, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Asset Managment, Derivatives, Financial Modeling, Morningstar, Bloomberg Terminal
Education
Temple University - Fox School of Business and Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
JPMorgan Chase September 2008 - Present
Washington Mutual January 2001 - September 2008
Education
Texas A&M University 1996 — 1998
BS, Bioenvironmental Science
United Heritage Credit Union September 2009 - Present
JPMorgan Chase January 2005 - September 2009
American Eagle Outfitters May 2004 - January 2005
Target May 2003 - May 2004
Skills
Loans, Banking, Sales, Commercial Lending, Marketing, Branch Management, Customer Service, Customer Satisfaction, Retail Banking, Sales Presentations, Branch Banking, Sales Management, Lines Of Credit, CRM, Commercial Banking, Cross Selling, Deposits, Consumer Lending, Small Business Lending, Mortgage Banking, Mortgage Lending, Customer Acquisition, Membership Growth, Credit, Sales Operations, Business Development, New Business Development, Account Management, Solution Selling, Conflict Resolution, Operations Management, Contract Negotiation, Budgets, Business Analysis, Small Business, Cold Calling, Hiring, Training, Leadership, Leadership Development, Lead Generation, Staff Development, Store Management, Retail Sales, Presentations, Customer Retention, Customer Experience, Internal Audit, Quality Management, Financial Services
Education
Texas A&M University 1997 — 2003
Bachelor of Science, Kinesiology/Sports Management Minor in Business
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase January 2013 - June 2015
JPMorgan Chase June 2010 - January 2013
Meritage Homes April 2008 - June 2010
Skills
Commercial Real Estate..., Commercial Real Estate..., Loans, Finance, Market Analysis, Real Estate Economics, Due Diligence, Credit, Portfolio Management, Property Management, Valuation, Investment Properties, Contract Management, Negotiation, Acquisitions, Cash Flow, Budgets, Economics, GIS, Analysis, Disposition, Spreadsheets, Land Acquisition, Real Estate Development, Commercial Mortgages
Education
Texas A&M University - Mays Business School 2006 — 2007
Master, Real Estate
Texas A&M University 2002 — 2006
Bachelor of Science
JPMorgan Chase July 2007 - Present
Temple University December 2006 - May 2007
Target May 2006 - August 2006
Temple University September 2003 - May 2006
Skills
Business Analysis, Financial Analysis, Process Improvement, Vendor Management, Visio, Financial Services, SharePoint, Microsoft Excel, Microsoft Office, Data Analysis, Project Management, Risk Management
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Real Estate
Citi October 2013 - Present
DoITT - NY City Mayors Office - Emergency Communications September 2011 - September 2013
Credit Suisse October 2009 - December 2011
JPMorgan Chase April 2009 - October 2009
Vertis Communications May 2007 - April 2009
Liberty Mutual Insurance 2005 - 2007
Berlitz Corporation July 2005 - October 2005
Tennessee Technological University 2004 - May 2005
Madras University 2002 - 2004
Skills
SharePoint, Project Management, Change Management, Risk Management, SDLC, SSIS, Microsoft SQL Server, SharePoint Designer, C#, IIS, .NET, Business Intelligence, InfoPath, VB.NET, Web Services, WCF, XML, Business Analysis, Program Management, CSS, SSRS, PMO, ITIL v3 Foundations..., Remedy Ticketing System, BMC Remedy, Microsoft Office..., JavaScript, Enterprise Architecture, TFS, Integration, Visio
Education
Tennessee Technological University
Master's degree, Computer Science
Bank of New York Mellon July 2007 - Present
JPMorgan Chase 2000 - 2005
Education
Texas A&M University 1976 — 1980
BBA, Business with Statistics Minor
JPMorgan Chase February 1997 - Present
Peter Kiewit Sons', Inc. October 1991 - February 1997
DFW International Airport October 1990 - October 1991
HB Zachry Company August 1983 - October 1990
Loughborough Engineering Company June 1979 - August 1983
Education
Texas A&M University 1978 — 1982
BS, Engineering Technology & Industrial Distribution
The Mortgage Gallery July 2009 - Present
JPMorgan Chase March 2008 - July 2009
Countrywide October 2005 - March 2008
Wells Fargo October 2000 - October 2005
Bank of America 1995 - 1999
Skills
Mortgage Lending, Sales, Construction Loans, Loans, Customer Service, Real Estate, Management, Leadership, Credit, Financial Analysis, Refinance, Loan Origination, Contract Negotiation, Microsoft Office
Education
Texas A&M University 1980 — 1984
BS, Economics
Jesuit College Prep - Dallas
Patriot Bank January 2014 - Present
JPMorgan Chase 2000 - 2013
GulfStar Group 1999 - 2000
Education
University of Houston 1997 — 1999
Master of Business Administration (M.B.A.), Finance
Texas A&M University 1990 — 1994
Bachelor's Degree, Business, Finance, Marketing
Citizens National Bank (Henderson, TX) April 2007 - Present
JPMorgan Chase January 1999 - March 2007
Bank One April 1997 - February 1999
Bank One July 1995 - April 1997
Bank One October 1992 - July 1995
Bank One January 1990 - October 1992
Allied Bancshares July 1984 - December 1989
Skills
Loans, Commercial Lending, Commercial Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Banking, Underwriting, Credit, Financial Analysis, Portfolio Management, Risk Management, Business Development, Credit Risk, SBA, Commercial Mortgages, Loan Origination, Consumer Lending, Lines Of Credit, Investments, Cash Management, Securities, Wealth Management, Executive Management, Asset Based Lending, Finance, Treasury Management, Financial Modeling, Mergers & Acquisitions, Financial Services, Due Diligence, Financial Risk, Retirement Planning, Mortgage Banking, Leadership, Strategic Financial..., Insurance, Retail Banking, Real Estate, Financial Institutions
Education
Texas A&M University 1983 — 1984
MA, Ag Finance
Texas A&M University 1979 — 1983
BS, Ag Economics
Comerica Bank 2011 - Present
JPMorgan Chase 1995 - 2010
Wachovia Bank May 1987 - February 1992
Bank One 1986 - 1988
Skills
Credit Analysis, Treasury Management, Commercial Banking, Commercial Lending, Loans, Treasury Services, Cash Management, Credit, Banking, Portfolio Management, Relationship Management, Finance, Lines Of Credit
Education
Texas A&M University
B.A.
JPMorgan Chase April 2013 - Present
JP Morgan Chase 2010 - April 2013
Shire Pharmaceuticals March 2009 - March 2010
Verizon March 2004 - February 2009
Skills
Essbase, Financial Analysis, Forecasting, Managerial Finance, Process Improvement, SAP, Access, Finance, Financial Modeling, Financial Planning, Financial Reporting, Strategic Financial...
Education
Temple University - Fox School of Business and Management 2000 — 2003
BA, Finance
Key Bank August 2010 - Present
JPMorgan Chase September 2009 - August 2010
The E.W. Scripps Company May 2005 - January 2009
Education
Tennessee State University 2005 — 2009
Bachelor's, Business Administration with a concentration in Supply Chain Management / Minor in Leadership
Seton Healthcare Family July 2015 - Present
Seton Healthcare Family August 2014 - Present
Advocare May 2010 - Present
Austin Community College August 2014 - December 2014
Walmart October 2012 - July 2013
Jack in the Box August 2011 - September 2012
JPMorgan Chase April 2010 - July 2011
HEB January 2008 - April 2010
JPMorgan Chase March 2004 - December 2007
Skills
Leadership, Recr, Training, Customer Service, Credit, Sales, Management, Consumer Lending, Small Business Lending, Loans, Microsoft Office, Human Resources, Change Management, Analysis, Budgets, Employee Relations, Succession Planning, Deposits, Banking, Interviews, Business Development, Coaching, Mortgage Lending, Sales Management, Recruiting, Inventory Management, Policy, Contract Negotiation, Staff Development, Mortgage Banking, Public Speaking, Marketing Strategy, Leadership Development, Financial Analysis, Team Building, Strategic Planning, Budget Analysis, Bilingual, Interviewing, Employee Hiring, Social Media, Talent Acquisition, Employee Training, Marketing, Time Management, Onboarding, Employee Benefits, Microsoft Excel, Hiring
Education
University of Phoenix 2011 — 2012
Master of Human Resources Certificate, Human Resources
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Texas A&M University 2000 — 2003
Bachelor of Science (BS), Agricultural Management
JPMorgan Chase 2008 - Present
Hanover Capital Partners, Ltd. 1989 - 2007
Skills
Capital Markets, Credit Analysis, Loans, Financial Services
Education
Temple University - Fox School of Business and Management 1980 — 1982
MBA, Finance
University of Scranton 1974 — 1978
BA, Modern Languages
GRC Capital, Inc. April 2007 - Present
Cohen Financial September 1998 - March 2007
JPMorgan Chase March 1994 - August 1998
First Interstate Bank (now Wells Fargo) 1992 - 1994
Pacific Southwest Bank 1990 - 1992
Texas American Bank 1987 - 1990
Skills
Commercial Real Estate, Management, Mezzanine, Due Diligence, Investment Properties, Real Estate, Dispositions, Real Estate Development, Real Estate Transactions, Disposition, Asset Management, Real Estate Economics, Loan Origination
Education
Texas A&M University 1982 — 1986
BBA, Finance
JPMorgan Chase
Skills
Team Building, Leadership, Customer Service, Public Speaking, Coaching, Training, Nonprofits, Community Outreach, PowerPoint, Policy, Access
Education
Lamson College 2006 — 2008
Associates, Paralegal Studies
Tennessee State University 1990 — 1994
Bachelor of Science, Communication
Fidelity Investments April 2015 - Present
E*TRADE Financial December 2011 - April 2015
Chase Investment Services June 2010 - November 2011
JPMorgan Chase September 2007 - May 2010
Skills
Management, Investments, Finance, Banking, Financial Analysis, Credit, Portfolio Management, Financial Services, Mutual Funds, Loans
Education
Tennessee Technological University - College of Business Administration 1994 — 1998
Bachelor of Business Administration (BBA), Economics
JPMorgan Chase March 2014 - Present
Campbell Soup Company November 2012 - March 2014
DuPont July 2007 - October 2012
Skills
Six Sigma, Black Belt, Project Management, Procurement, Purchasing, Transportation, Logistics, Sourcing, Strategic Sourcing, Communication, Global Sourcing, Supply Management, Supply Chain, Materials Management, Continuous Improvement, Supply Chain Management, MRP, Contract Management, Process Improvement, Supply Chain..., eSourcing, SAP, Demand Planning
Education
Temple University - Fox School of Business and Management 2001 — 2006
BBA, Marketing & International Business Administration
Alaniz Interiors December 2011 - Present
Irving ISD March 2013 - June 2013
Irving Independent School District August 2008 - July 2012
JPMorgan Chase August 2004 - November 2007
Chase July 2003 - August 2004
Skills
Real Estate Staging, Office Organizing, Home Staging, Decoration, Lesson Planning, Classroom Management, Curriculum Design, Elementary Education, Differentiated..., Teaching, Tutoring, Literacy, Educational Leadership, Special Education, Educational Technology, ESL, Teacher Training
Education
Texas A&M University 1999 — 2003
Bachelor of Science (B.S.), Economics
JPMorgan Chase March 2012 - Present
Lincoln Financial Group August 2011 - December 2011
Education
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Oxford Area High School 2003 — 2007
bba, finance
JPMorgan Chase June 2011 - Present
Bagel Spice July 2009 - Present
7-Eleven January 2005 - January 2012
FRED BEANS April 2008 - June 2008
Skills
Management, Microsoft Excel, PowerPoint
Education
Temple University - Fox School of Business and Management 2008 — 2012
Finance, Finance and Marketing
JPMorgan Chase July 2014 - Present
Retreat Capital Management Group February 2012 - July 2014
Morgan Stanley April 2011 - February 2012
Saxon Mortgage August 2010 - April 2011
JPMorgan Chase July 2006 - August 2010
Bear Stearns July 2006 - August 2010
Citi June 2005 - July 2006
Citi May 2003 - June 2005
Citi January 2001 - May 2003
Skills
Default, Servicing, Risk, Compliance, Internal Audit, Operational Risk..., Internal Controls, Mortgage, Securities, Risk Management, Regulatory Reporting, Mortgage Servicing, Retail Banking, Commercial Banking, Mortgage Banking, Risk Assessment, Credit Risk, Loss Mitigation, Loan Servicing, Financial Risk, Mortgage Lending, Process Improvement, Analysis, Auditing, Vendor Management, Operational Risk, Residential Mortgages, Due Diligence, AML
Education
Texas A&M University
University of North Texas
Yorke & MacLachlin June 2011 - 2014
Johnson & Johnson December 2006 - December 2010
Rutgers University January 2003 - May 2007
Johnson & Johnson January 2002 - December 2006
Johnson & Johnson August 1992 - December 2001
JPMorgan Chase January 1990 - August 1992
CIGNA January 1982 - January 1990
Lawfirm of Marvin Garfinkel and Associates May 1980 - January 1982
Skills
Real Estate, Commercial Real Estate, Real Estate Transactions, Investment Properties, REO, Finance, Real Estate Development, Leases, Acquisitions, Negotiation, Disposition, Asset Management, Contract Negotiation, Appraisals, Due Diligence, Market Analysis, Property Law, Site Selection
Education
University of Pennsylvania 1983 — 1987
Masters of Science (M.S.), Dynamics of Organization, 4.0 GPA
Temple University - James E. Beasley School of Law 1977 — 1980
Juris Doctor (J.D.), Real Estate Law, Dean's List
JPMorgan Chase April 2009 - Present
Skills
Financial Services, SDLC, Microsoft Office, Risk Management
Education
Texas A&M University 1983 — 1987
Bachelor of Science, Journalism
Mount Pleasant High School 1979 — 1983
Santander Bank, N.A. December 2011 - June 2012
KB Home November 2009 - July 2011
JPMorgan Chase May 2007 - October 2009
Education
Tennessee State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance and Economics
TGIF Properties January 2009 - Present
JPMorgan Chase November 2004 - December 2008
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
Texas A&M University 1998 — 2000
BBA, Marketing
JPMorgan Chase July 2014 - Present
Technical Development Application Program October 2012 - Present
AstraZeneca March 2013 - June 2014
JPMorgan Chase May 2013 - August 2013
Laboratoire Boiron December 2012 - March 2013
AIS IT Services March 2012 - March 2013
AstraZeneca May 2012 - August 2012
Whole Foods Market July 2010 - August 2012
Elkton Sparkler Company, Inc. June 2010 - July 2011
Skills
SharePoint, Business Intelligence, WordPress, SQL, HTML, Software Development, Microsoft Office, Microsoft Excel, SAP, Time Management, CSS, JavaScript, MySQL, Analysis, Access, PHP, SAS, Databases, Cross-functional Team..., Management, Microsoft Word, Leadership, Data Warehouse..., Master Data Management, Information Architecture, Visual Studio, Enterprise Content..., SAP HR, Financial Accounting, Excel, Customer Service, ETL, SSRS, Business Intelligence..., Silverlight, HTML 5, CSS3, phpMyAdmin
Education
TEMPLE UNIVERSITY, Fox School of Business 2010 — 2014
Bachelor, Business Administration; Accounting and Management Information Systems
Temple University - Fox School of Business and Management 2010 — 2014
B.B.A MS CPA Candidacy 2014, Accounting, Management Information Systems
Bodine High School 2005 — 2009
International Baccalaurete, International Relations and Affairs
JPMorgan Chase January 2014 - Present
NDeX April 2012 - January 2014
GMAC ResCap January 2009 - February 2012
GMAC ResCap August 2007 - January 2009
GMAC ResCap October 2005 - August 2007
GMAC ResCap July 2004 - October 2005
Skills
Mortgage Servicing, Analysis, Call Centers, Default, Leadership, Loan Modifications, Loans, Loss Mitigation, Mortgage Banking, Mortgage Lending, Portfolio Management, Residential Mortgages, Risk Management, Short Sales
Education
Texas A&M University 1999 — 2004
Bachelor of Science, Economics
Customized Energy Solutions April 2013 - Present
Exelon Power Team 2009 - December 2012
Exelon Power Team October 2007 - August 2009
JPMorgan Chase 2005 - 2007
Skills
Commodity Markets
Education
Temple University - Fox School of Business and Management
finance
Sovereign Bank 2010 - 2013
JPMorgan Chase 2008 - 2010
PNC 2006 - 2008
BellSouth & NBC News 1995 - 2006
Skills
Marketing, Product Management, International Sales, Sales Management, sales present
Education
Temple University - Fox School of Business and Management 1982 — 1986
Bachelor of Business Administration (B.B.A.), Marketing
JPMorgan 2010 - Present
BNY Mellon 2007 - 2010
JPMorgan Chase 2001 - 2007
Skills
Equities, Fixed Income, Portfolio Management, Charities, Banking, Management, Investment Banking
Education
Texas A&M University
Bachelor of Business Administration (BBA)