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
University Federal Credit Union October 2014 - Present
JPMorgan Chase October 2013 - October 2014
University Federal Credit Union January 2011 - October 2013
University Federal Credit Union January 2007 - January 2011
Skills
Loans, Credit, Banking, Consumer Lending, Mortgage Lending, Credit Analysis, Loan Origination, Retail Banking, Credit Unions, Refinance, Cross Selling, Deposits, Construction Loans, Credit Cards, Finance, Management, Residential Mortgages, Small Business Lending, Commercial Lending
Education
Texas State University-San Marcos 1998 — 2006
Bachelor of Business Administration (B.B.A.), Economics
Coldwell Banker Real Estate Helping Dallas/Fort Worth with all their buying, selling and leasing needs. I am available 24/7. Call/Text 214-802-1091 and I will be happy to help in anyway I can.Real Estate InvestorJames Palin PropertiesJanuary 2015 - Present
Carlisle & Gallagher Consulting Group November 2014 - June 2015
Capital One Home Loans March 2014 - November 2014
JPMorgan Chase August 2010 - February 2014
Prodovis Mortgage, LLC. February 2009 - July 2010
Martin Fletcher April 2008 - January 2009
GMAC Bank September 2007 - April 2008
Security National Servicing Corporation April 2007 - August 2007
WMC Mortgage July 2004 - April 2007
Countrywide Home Loans, Full Spectrum Lending June 2003 - July 2004
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, FHA, Loss Mitigation, Refinance, Banking, Portfolio Management, Underwriting, Mortgage Servicing, Real Estate, Loan Modifications, Investment Properties, Loan Servicing, Loan Origination, Cold Calling, Due Diligence, Credit Analysis, Sales, Foreclosures, Mortgage, Compliance, Selling, FHA Financing, Distressed Property
Education
Texas Tech University 1994 — 1998
B.S., Telecommunications & Marketing
J.P. Morgan July 2015 - Present
JPMorgan Chase October 2012 - Present
JPMorgan Chase November 2008 - October 2012
Chase Paymentech May 2005 - October 2008
Skills
Financial Services, Legal Compliance, Risk Management, Merchant Services, Electronic Payments, Payment Card Processing, Payment Services, E-payments, Negotiation, Contract Negotiation
Education
Texas Tech University School of Law 1994 — 1997
Doctor of Law (J.D.)
Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance, General
Rackspace, the #1 managed cloud company May 2015 - Present
JPMorgan Chase December 2012 - Present
Apple October 2011 - December 2012
Best Buy September 2010 - September 2011
Best Buy May 2010 - September 2010
Best Buy November 2008 - May 2010
Best Buy June 2006 - November 2008
Best Buy September 2004 - June 2006
Skills
Spanish, Windows, Microsoft Excel, PowerPoint, Customer Service, Banking, Loss Prevention, Training, Merchandising, Customer Satisfaction, Retail Sales, Finance, Sales, Payroll, Accounting, Visual Merchandising, Retail, Time Management
Education
Texas State University-San Marcos 2006 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
On Q Financial, Inc. December 2012 - Present
AmeriPro Funding August 2010 - December 2012
Cornerstone Home Lending, Inc. February 1999 - July 2010
JPMorgan Chase February 1997 - February 1999
Boatmen's Bancshares February 1994 - February 1997
Skills
Mortgage Banking, Mortgage Lending, FHA, Refinance, Loan Origination, Loans, USDA, Residential Mortgages, VA loans, Investment Properties, Credit, Construction Loans, FHA financing, First Time Home Buyers, Certified Mortgage..., Government Loans, Commercial Lending, Commercial Mortgages, Consumer Lending, Credit Analysis, Finance, Financial Structuring, Foreclosures, Funding, HUD, Home Equity Lines of..., Home Equity Loans, Investments, Investors, Loss Mitigation, Loan Servicing, Mortgage Marketing, Mortgage Servicing, Mortgage Underwriting, REO, Rates, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Referrals, Residential Homes, Short Sales, Loan Modifications, FHA Financing, VA Loans
Education
Texas State University-San Marcos 1982 — 1987
BBA, Accounting
New Braunfels High School 1978 — 1981
BB&T January 2014 - Present
BBVA Compass September 2012 - January 2014
JPMorgan Chase October 2009 - September 2012
Bank of America April 2004 - October 2009
Skills
Loan Origination, Consumer Lending, Series 63, Series 6, Investments, Loans, Mortgage Lending, Banking, Commercial Lending, Credit, Cross Selling, Deposits, Relationship Management
Education
Texas State University-San Marcos
Bachelor of Science (BS), Criminal Justice
The Dagoba Group 2014 - Present
Horizon Leadership 2006 - Present
Global OD Solutions 2005 - Present
Rickard Consulting January 2000 - Present
JPMorgan Chase 1996 - 1999
Chase Manhattan Corporation May 1990 - December 1996
Skills
Diversity Training, Workshop Facilitation, Leadership Development, Coaching, Performance Management, Project Management, Organizational..., Training Facilitation, Change Management, MBTI, FIRO-B, SDI, Presentation Skills, Interviewing Skills
Education
Texas Tech University 1981 — 1985
BBA, Finance
JPMorgan Chase December 2013 - Present
JPMorgan Chase & Co. July 2012 - December 2013
JP Morgan Chase May 2010 - March 2012
ARMY April 2002 - April 2010
Skills
Customer Service, Microsoft Office, Data Analysis, Management, Banking, Leadership, Access, Microsoft Excel, Process Improvement, Strategic Planning, Financial Analysis, Team Leadership, PowerPoint, Risk Management, Training, Project Management, Financial Modeling, Analytics, Analysis, SQL
Education
University of Houston 2008 — 2012
Bachelor of Science (BS), Economics
Texas Tech University 2006 — 2008
Business
Private Investment Fund May 2015 - Present
Goldman Sachs April 2014 - May 2015
Goldman Sachs October 2011 - April 2014
JPMorgan Chase June 2009 - October 2011
Merrill Lynch June 2008 - August 2008
Lattimore Materials Co May 2007 - August 2007
Skills
Portfolio Management, Loans, Credit, Trading, Accounting, Leveraged Finance, Commercial Banking, Restructuring, Cash Flow, Syndications, Pricing, Financial Modeling, Valuation, Investment Banking, Bloomberg
Education
Texas Tech University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Wells Fargo November 2008 - Present
JPMorgan Chase January 2008 - October 2008
Rainmaker February 2005 - January 2008
Skills
Outstanding..., Outstanding people..., Close Attention to..., Detailed Organization, 10 years of sales..., Excellent..., Strongly self-motivated, Maintaining Strong..., Dependable Team Player, Fiduciary, financial knowledge, Problem Solving, Bilingual, Banking, Series 63, Loans, Consumer Lending, Series 6, Relationship Management, Life Insurance, Cold Calling, CRM, Mortgage Lending, Small Business Lending, Leadership, Finance, Loan Origination, Cross Selling, Credit, Lines Of Credit, Commercial Lending, Commercial Banking, Mortgage Banking, Branch Management
Education
Texas State University-San Marcos 1995 — 1996
Communication, Public Relations, Advertising, and Applied Communication
Austin Community College 1992 — 1993
Communication, Public Relations, Advertising, and Applied Communication
PrimeLending October 2014 - Present
JPMorgan Chase January 2012 - October 2014
Bank of America November 2009 - January 2012
Bank of America June 2006 - November 2009
Concorde Acceptance April 2005 - June 2006
Beal Bank May 2002 - January 2005
Skills
Commercial Real Estate, Mortgage Lending, Mortgage Banking, FHA, Real Estate, Leadership, Management, Loan Origination, Loans, Loan Servicing, Banking, Underwriting, Sales Management, Residential Mortgages, Refinance, Credit, FHA Financing, Investment Properties, VA Loans
Education
Texas Tech University 1995 — 1999
Bachelor of Arts, Public Relations
Comerica Bank December 2011 - Present
Comerica Bank June 2006 - December 2011
JPMorgan Chase June 2000 - June 2006
TradeOne Marketing November 1999 - June 2000
Texas State University May 1999 - November 1999
Skills
Small Business Lending, Retail Banking, Commercial Banking, Loans, Consumer Lending, Banking, Branch Management, Business Development, Cash Management, Commercial Lending, Credit, Credit Analysis, Cross Selling, Deposits, Finance, Financial Analysis, Lines Of Credit, Loan Origination, Mortgage Banking, Mortgage Lending, Portfolio Management, Relationship Management, Treasury Management, SBA
Education
Texas State University-San Marcos 2005 — 2008
BBA, Marketing
Cisco July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Parity Energy, Inc May 2012 - August 2012
Skills
Microsoft Excel, Data Analysis, Financial Modeling, Options, Bloomberg, Microsoft Office, PowerPoint
Education
University of North Texas 2013 — 2015
Master's Degree, Business Analytics
New York University - Leonard N. Stern School of Business 2011 — 2013
Bachelor's Degree, Finance
Texas Tech University 2009 — 2011
JPMorgan Chase May 2014 - Present
JPMorgan Chase April 2012 - May 2014
Texas Tech University/Environmental Health & Safety January 2010 - May 2010
Department of Treasury/Office of the Comptroller of Currency June 2009 - December 2009
Texas Tech University/Environmental Health & Safety January 2008 - June 2009
Texas Tech University/United Spirit Arena November 2007 - June 2009
Merrill Lynch December 2008 - January 2009
OMNI BANK July 2008 - August 2008
Skills
Loans, Finance, Commercial Lending, Leadership, Investments, Commercial Banking, Financial Analysis, Banking, Credit Analysis, Financial Modeling, Microsoft Excel, Credit, Cash Management
Education
Texas Tech University 2005 — 2010
Bachelor of Science, Agribusiness
Texas Tech University 2005 — 2010
Bachelor of Business Administration, Finance
Cornerstone Home Lending, Inc. May 2014 - Present
JPMorgan Chase March 2013 - May 2014
JPMorgan Chase February 2012 - March 2013
JP Morgan ChaseDefault Home Lending/ Mortgage Services February 2011 - January 2012
PF Chang's China Bistro January 1998 - February 2011
Skills
Customer Service, Hiring, Customer Relations, Excel, Word, Microsoft Office, Customer Satisfaction, Supervisory Skills, Problem Solving, Inventory Management, Scheduling, Outlook, Retail, Accounting, Budgeting, Team Building, Operations Management, P&L, Coaching, Research, Administration, Payroll, Employee Relations, Training, Management, Policy, Auditing, Time Management, Data Entry, Retail Banking, Employee Training, Government, Teamwork, Recruiting, Mortgage Banking, Risk Management, Staff Development, Microsoft Excel, Quality Assurance, KYC, Business Analysis, Fraud Detection, Banking, PowerPoint, Leadership Development, Budgets, Microsoft Word
Education
Southwest Texas State University
Bachelor of Arts (BA), Anthropology
The University of Texas at Austin
Bachelor of Arts (BA), Anthropology
Fairway Independent Mortgage Corporation February 2009 - Present
JPMorgan Chase September 2005 - January 2009
Washington Mutual Wholesale Mortgage November 2002 - September 2005
New America Financial/Aegis Mortgage November 2000 - October 2002
Executive Home Mortgage December 1991 - November 2000
Skills
Organizational..., Attention To Detail, Social Media Marketing, Strategic Planning, Financial Management, Military Mortgage..., Mortgage Lending, Sales Operations, Loans, Managerial Finance, Sales, Training, Banking, Customer Service, Refinance, Business Development, Residential Mortgages, Mergers & Acquisitions, Retail
Education
Texas Tech University 1987 — 1991
BA, Mass Communications/Public Relations
Fifth Street Asset Management November 2014 - Present
Guggenheim Partners December 2012 - November 2014
Goldman Sachs Group Inc July 2011 - December 2012
JPMorgan Chase March 2010 - July 2011
AXA Advisors August 2009 - February 2010
Jet Specialty January 2009 - August 2009
Skills
Microsoft Excel, Exceptional..., Middle and back office..., Management, Portfolio Management, Leadership, Risk Management, Finance, Analysis, Mutual Funds, Microsoft Office, Mergers, Hedge Funds, Financial Modeling, Equities
Education
Texas Tech University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Texas Tech University, Jerry S. Rawls School of Business 2004 — 2008
Bachelor of Business Administration, Finance
Nathan Grace Real Estate December 2011 - Present
Gilchrist & Company Real Estate November 2008 - December 2011
North Dallas Bank January 2006 - November 2008
JPMorgan Chase July 1999 - January 2006
Skills
Sales, Contract Negotiation, Computer Literate, Real Estate, Loans, Investments, Real Estate Transactions, Residential Homes, Financial Analysis, Credit, Banking, Portfolio Management, Negotiation, Mortgage Lending, Strategic Planning, Commercial Real Estate, Credit Analysis, Risk Management, Customer Service, Commercial Banking, Marketing Strategy
Education
Texas Tech University 1995 — 1999
Bachelor of Business Administration, Finance
JPMorgan Chase December 2013 - Present
JPMorgan Chase October 2012 - December 2013
JPMorgan Chase August 2010 - October 2012
Capital One Bank September 2003 - September 2009
Compass Bank 2000 - 2003
Bank United 1998 - 2000
Skills
Customer Experience, Commercial Banking, Loans, Leadership, Small Business Lending, Lines Of Credit, Consumer Lending, Leadership Development, Sales, Credit, Banking, Portfolio Management, Customer Service, Process Improvement, Commercial Lending
Education
Texas State University-San Marcos 1988 — 1992
BSW
Wells Fargo August 2007 - Present
Perry Homes April 2006 - August 2007
JPMorgan Chase August 2001 - April 2006
Skills
Marketing, Marketing Communications, Sales, Advertising, Marketing Strategy
Education
Texas Tech University 1997 — 2001
Bachelor of Business Administration (BBA), Marketing
GlaxoSmithKline February 2011 - November 2013
Diodes Inc September 2006 - December 2010
Bausch + Lomb September 2003 - May 2006
M2 Technologies 2000 - 2003
AIG 1997 - 2000
Infor - System Software Associates 1995 - 1997
Capetronic Group 1988 - 1994
Tenneco 1985 - 1988
JPMorgan Chase 1984 - 1985
Texaco 1980 - 1984
Skills
Business Analysis, IT Operations, IT Strategy, Vendor Management, IT Management, Software Development, Project Management, Cloud Computing IaaS, Large Systems..., Mobile Applications, Business Intelligence, Data Warehousing, Software Project..., ITIL, ERP Implementations, ERP Software, SAP Implementation, Oracle E-Business Suite, Applications..., Oracle PL/SQL..., Network Architecture, Application Architecture, ERP, Integration, Enterprise Software, Business Process, Management, Information Technology, Project Planning, Management Consulting, PMP, Program Management, Process Improvement, Business Process..., Disaster Recovery, CRM
Education
The University of Texas at Dallas - School of Management 1976 — 1978
Master's degree, International/Global Studies- Finance
Texas Tech University 1972 — 1976
Bachelor's degree, Marketing
Wells Fargo June 2013 - Present
JPMorgan Chase March 2012 - June 2013
Bank of America Corporate Services July 2008 - March 2012
Bank of America November 2010 - August 2011
Southwest Insurance Brokerage June 2007 - July 2008
Skills
Financial Analysis, Risk Management, Mortgage Lending, Mortgage Banking, FHA, Loans, Refinance, Credit, Auditing, Loan Origination, Banking, Residential Mortgages, Underwriting, Strategic Financial..., Credit Analysis, Finance, Real Estate, VA loans, Relationship Management, Investments
Education
Texas Tech University 2001 — 2006
Bachelor of Science, Cell and Molecular Biology
Neiman Marcus January 2014 - Present
JP Morgan Chase March 2013 - Present
Saxon Mortgage 2010 - 2011
JPMorgan Chase 2007 - 2010
Texas Tech University 2004 - 2006
Skills
ETL, Informatica, Erwin, Data Modeling, Data Warehousing
Education
Texas Tech University
Master's degree
ADP December 2013 - Present
JPMorgan Chase May 2011 - December 2013
Baker Concrete Construction May 2010 - August 2010
Skills
Banking, Credit, Loans, Mortgage Lending, Finance, Investments, Financial Services, Customer Service, Retail Banking, Sales
Education
Texas Tech University 2009 — 2011
First United Bank July 2015 - Present
JPMorgan Chase June 2014 - August 2014
The Potters House of Texas June 2012 - May 2014
Texas Tech University August 2011 - May 2012
Black-Eyed Pea Restaurant April 2011 - July 2011
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Leadership, Microsoft Word, Research, Teamwork, Social Media, Management, Time Management
Education
Texas Tech University 2011 — 2014
Bachelor's Degree, Finance, General, 3.5
Cedar Hill High School 2007 — 2011
2015 Level I Candidate in the CFA Program
Texas Air Systems April 2014 - Present
JPMorgan Chase October 2012 - February 2013
Bank of America November 2011 - October 2012
Wells Fargo Home Mortgage December 2009 - February 2011
The University of Texas at San Antonio September 2006 - August 2008
Lubbock Sports Medicine January 2000 - August 2004
Skills
Highly motivated and..., Always dependable to be..., Experience in handling..., Proven ability to..., Proficient in Microsoft..., Outstanding..., Budgets, Mortgage Lending, Loans, Payroll, Account Reconciliation, Insurance, Management, Banking, Microsoft Excel, Time Management, Interviews, Financial Analysis, Risk Management, Training, Small Business, Portfolio Management, Human Resources, Residential Mortgages, Loan Origination, Administrative..., Mortgage Banking, Finance, Customer Satisfaction, Microsoft Office, PowerPoint, Microsoft Word, Team Leadership, Outlook, Customer Service, Credit, Accounting, Employee Benefits, FHA, Call Centers, Sales, Invoicing, Refinance, Loss Mitigation, Teamwork, Financial Services, Leadership, Credit Analysis, Team Building, Employee Training
Education
The University of Texas at San Antonio 2003 — 2007
B.B.A, Finance
Texas Tech University 2002 — 2003
None, Architecture
JPMorgan Chase June 2014 - Present
MultiView April 2013 - June 2014
Ford Motor Company May 2011 - July 2012
Texas Tech Basketball August 2010 - November 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Sports, Marketing, Research, Sales, Event Planning, Time Management, Leadership, Inventory Management, Photoshop, Social Media, Public Relations, Event Management, Facebook, Sponsorship, Social Media Marketing, Marketing Strategy
Education
Texas Tech University 2008 — 2013
Exercise Sports Science, Kinesiology and Exercise Science
Southlake Carroll 2008 — 2008
JP Morgan Chase Bank, N.A. January 2014 - Present
JPMorgan Securities LLC October 2011 - January 2014
JPMorgan Chase September 2009 - October 2011
Education
Texas State University-San Marcos 2004 — 2009
Bachelor of Business Administration (BBA), Marketing
BBVA Compass January 2014 - Present
JPMorgan Chase April 2013 - January 2014
JP Morgan Chase April 2012 - March 2013
JPMorgan Chase October 2011 - March 2012
JPMorgan Chase June 2010 - September 2011
Skills
Banking, Credit, AML, Retail Banking, KYC, Loans, Credit Analysis, Finance, Investment Banking, Equities, Financial Analysis, Small Business Lending, Financial Services, Financial Reporting, Credit Risk, Accounts Receivable, Time Management, Commercial Banking, Due Diligence, Mortgage Lending, Financial Risk, Securities, Cash Management, Portfolio Management, Relationship Management
Education
Texas State University-San Marcos 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
JPMorgan Chase July 2013 - Present
BBVA Compass March 2013 - July 2013
BBVA Compass January 2012 - March 2013
Wells Fargo December 2008 - January 2012
Skills
Small Business Lending, Lines Of Credit, Microsoft Office, Commercial Banking, Customer Service, Sales, Credit Analysis, Financial Planning, Consumer Lending, Loan Origination, Loans, Strategic Financial..., Credit, Banking, Commercial Lending
Education
Texas Tech University 2007 — 2011
Bachelor's Degree, Accounting and Finance
Benchmark Electronics, Inc. June 2014 - Present
Pearson Assessments 2012 - 2013
Pearson - Assessment & Instruction 2006 - 2012
Pearson - Assessment & Instruction 2003 - 2006
Pearson - Assessment & Instruction 2000 - 2003
Pearson - Assessment & Instruction 1999 - 2000
JPMorgan Chase 1985 - 1999
Skills
Process Improvement, Program Management, Vendor Management, Project Management, Virtual Teams, SDLC, Cross-functional Team..., PMP, Project Delivery, Resource Management, Scope Management, Schedules, Agile Project Management, MS Project, Business Process..., Project Portfolio..., IT Strategy, PMO, Project Planning, Budgets, Team Management, Microsoft Project
Education
Southwest Texas State University 1982 — 1989
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Ally Financial Inc. August 2015 - Present
Auction Credit December 2013 - April 2015
JPMorgan Chase October 2012 - January 2014
JPMorgan Chase September 2007 - October 2012
Citifinancial September 2006 - September 2007
United Auto Credit Corporation June 2005 - September 2006
GMAC Commercial Finance February 2001 - June 2005
Skills
Credit, Financial Analysis, Loans, Credit Analysis, Risk Management, Underwriting, Financial Services, Sales, Bilingual, Building Relationships, Management, Microsoft Excel, PowerPoint, Lotus Notes, Access, Business Development, Relationship Management, Portfolio Management, Banking, Forecasting, Finance, Business Planning, Consumer Lending, Loan Origination, Mergers & Acquisitions, Commercial Lending, Credit Risk, Marketing
Education
Texas Tech University 1996 — 2000
BBA, Business Management
Independent Contractor January 2012 - Present
Seal Southwest October 2011 - Present
JP Morgan Chase Bank March 2010 - August 2011
JPMorgan Chase March 2009 - August 2011
Association Member Benefits Advisor November 2009 - April 2010
Jack Henry & Associates October 2004 - August 2009
Jack Henry & Associates October 2004 - August 2009
Jack Henry & Associates October 2004 - August 2009
Jack Henry & Associates October 2004 - August 2009
Comerica Bank July 2002 - October 2004
Skills
FINRA Series 6 Licensed, FINRA Series 63 Licensed, Group 1/LIFE License, Life-Accident-Health..., State of Texas Licensed, Securities, Financial Planning, Annuities, Investments, Asset Management, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Disability Insurance, Long Term Care, Options, Equities, Estate Planning, Portfolio Management, Insurance, Hedge Funds, Trading, Investment Strategies, Investment Banking, Banking, Strategic Financial..., Credit, Finance, Financial Services, Leadership, Fixed Annuities
Education
University of Houston-Victoria 2006 — 2010
Bachelor of Science, Biology
University of Houston-Victoria
Bachelor of Science Degree and a Bachelor of Arts Degree, Biology-(Pre-Med) and Business; Finance
Southwest Texas State University 1999 — 2000
Bachelor of Arts, Radio-TV-Film
Jaguar Hospitality Services Corp October 2013 - Present
JPMorgan Chase November 2008 - June 2013
JPMorgan Chase October 2009 - September 2011
Texas Instruments April 2004 - March 2008
Skills
Process Improvement, Risk Management, Software Documentation, Analysis, Access, Business Process, Vendor Management, Quality Assurance, SharePoint, Project Management, Databases, Business Intelligence, Business Analysis, Management, Training, Financial Analysis, Visio, SDLC, Financial Risk, Integration, Project Planning, Change Management, Outlook, Budgets
Education
Texas State University 1985 — 1990
BA, History, Criminal Justice
Texas State University 1985 — 1990
Bachelor of Arts, History
NFP Advisor Services September 2015 - Present
NFP Advisor Services April 2015 - Present
National Financial Partners August 2011 - Present
J.P. Morgan Chase June 2010 - August 2011
JPMorgan Chase July 2007 - June 2010
McCoy Student Managed Investment Fund August 2009 - May 2010
Skills
Portfolio Management, Asset Management, Morningstar Advisor..., Factset, Portfolio Strategy, Model Portfolios, Model Building, Advisory Investments, Variable Annuities, Mutual Fund Research, ETF Research, Equity Research, 3rd Party Strategist..., Alternative Investments, Case Design, Series 7, Series 6, Series 63, Asset Allocation, Portfolio Design, Series 65, Mutual Funds, Zephyr Style Advisor, Morningstar, Portfolio Optimization
Education
Texas State University-San Marcos 2005 — 2010
B.B.A, Finance; Financial Management and Analysis
Intertek December 2014 - Present
JPMorgan Chase June 2011 - December 2014
Castor Americas Inc. April 2010 - May 2011
Shell Trading August 1998 - March 2010
Skills
Banking, Process Improvement, Credit, Vendor Management, Loans, Risk Management, Mortgage Lending, Operations Management, Business Analysis, Management, Call Centers, Financial Services, Mortgage Banking, Customer Service, Retail Banking, Change Management, Financial Analysis, Project Management, Portfolio Management, Relationship Management, Oil & Gas, Energy, Gas, Procurement, Logistics, Petroleum, Analysis
Education
Texas State University-San Marcos 1986 — 1988
Computer Science
South Houston High School 1982 — 1986
Computer Programming, Specific Applications
Nations Reliable Lending, LLC February 2015 - Present
St Joseph's Catholic Church June 2014 - Present
SAH Diversified Holdings LLC June 2009 - Present
Stonegate Mortgage Corporation (NYSE: SGM) June 2014 - February 2015
AmeriPro Funding NMLS 131699 January 2014 - June 2014
St Margaret Mary Catholic Church October 2009 - May 2014
Willow Bend Mortgage August 2012 - January 2014
JPMorgan Chase August 2005 - June 2009
Aflac July 2004 - August 2005
Skills
Small Business, Loans, Mortgage Lending, Residential Mortgages, Commercial Mortgages, Catholic Theology, Teaching, Real Estate Financing, Credit, Consumer Lending, Financial Analysis, Commercial Lending, Refinance, Investments, Real Estate, Banking, Investment Properties, Finance, Loan Origination
Education
Texas State University 1997 — 2001
Bachelors, Advertising/Business
Frost Bank September 2011 - Present
Amegy Bank February 2011 - September 2011
JPMorgan Chase April 2005 - October 2010
JPMorgan Chase April 2005 - March 2006
Skills
Series 6, Series 63, Commercial Lending, Banking, Loans, Commercial Banking, Small Business Lending, Consumer Lending, Lines Of Credit, SBA, Branch Management, Business Relationship..., Treasury Management, Deposits, Insurance, Financial Services, Private Banking, Cash Management, Relationship Management, Retail Banking, Leadership, Finance, Loan Origination, Investments, Credit Analysis
Education
University of Central Oklahoma 1996 — 2001
BA in Business Administration
Texas Tech University 1993 — 1995
Business
Deloitte & Touche August 2006 - Present
Atlantic Information Services August 2000 - August 2006
JPMorgan Chase May 1997 - August 2000
AIM Investments 1996 - 1998
Skills
Securitization, Financial Modeling, Capital Markets, Corporate Finance, Core Banking, Financial Accounting, Return on Investment, Structured Finance, Derivatives, Banking
Education
Texas Tech University 1987 — 1992
Bachelor of Science, International Economics
JPMorgan Chase October 2013 - Present
JPMorgan Chase July 2011 - October 2013
Heartland Automotive Services September 2010 - January 2011
Colemont Insurance Brokers July 2007 - May 2010
Lowell and Company, Inc April 2005 - May 2007
PlainsCapital Bank May 2006 - August 2006
Skills
Finance, Financial Analysis, Access, Analysis, Accounting, Management, Accounts Receivable, Process Improvement, Microsoft Excel, Training, Budgets, Investments, Financial Reporting
Education
Rawls College of Business, Texas Tech University
MBA, Finance
Rawls College of Business, Texas Tech University
BBA, Finance, Accounting, and Economics
University of New York in Prague 2004 — 2004
International Finance
Texas Tech University
Ally Financial Inc. November 2014 - Present
Bridgeforce July 2014 - November 2014
JPMorgan Chase July 2006 - June 2014
Citi April 2004 - July 2006
Washington Mutual April 2001 - April 2004
Skills
Loans, Credit, Loss Mitigation, Mortgage Lending, Banking, Risk Management, Short Sales, Process Improvement, Real Estate, Credit Risk, Portfolio Management, Loan Servicing, Call Centers, Leadership, Financial Services, Mortgage Servicing, Loan Origination, Mortgage Banking, Customer Service, Leadership Development, Strategy, Strategic Planning, Decisiveness, Strategic Thinking, Change Management, Performance Management, Collections, Executive Management, Default, Business Strategy, Coaching, Business Process..., Logistics Management, Finance, Credit Analysis, Consumer Lending, Underwriting, Operational Risk..., Business Planning, Financial Risk, Financial Analysis
Education
Texas Tech University 1998 — 2001
BSBA, Finance
Wylie Orthodontic Specialists March 2007 - August 2015
Ozier Orthodontics April 2006 - March 2007
JPMorgan Chase August 2005 - April 2006
Dr Mark Kogut September 2004 - August 2005
SpotPlus March 2003 - September 2004
Skills
Administration, Customer Service, Office Management, Payroll, Office Administration, Microsoft Word, Outlook, Spreadsheets, Administrative..., Data Entry, Microsoft Office, Medical Billing, Microsoft Excel, Accounts Payable, Medical Records, Process Scheduler, Public Speaking, Invoicing, Research, Healthcare Management, Fax, PowerPoint, Event Planning, Medical Terminology, Healthcare, Accounts Receivable, Telephone Skills, QuickBooks, Appointment Scheduling, EMR, Management, Marketing, Training, Sales, Team Building, Account Management, Leadership, Time Management
Education
Texas Tech University 1998 — 2002
Bachelor of Science, Multidisciplinary Studies with Minors in English and Psychology
Rex Energy Corporation January 2015 - Present
High View Energy LLC June 2012 - Present
KeyBanc Capital Markets May 2004 - May 2012
Comerica Bank April 2001 - April 2004
XTO Energy January 2000 - December 2000
JPMorgan Chase May 1997 - January 2000
Lockheed Martin July 1991 - May 1995
General Dynamics January 1986 - July 1991
Skills
Oil/Gas Corporate..., Business Development, Program Management, Capital Markets, Investment Banking, Private Equity, Financial Modeling, Mergers, Leveraged Finance, Valuation, Investments, Financial Structuring, Equities, Due Diligence, Syndications, Divestitures, Portfolio Management, Financial Analysis, Strategy, Mergers & Acquisitions, Structured Finance, M&A experience, Energy Industry, Corporate Finance, Acquisitions, Venture Capital, Financial Risk, Oil/Gas, Project Finance, Corporate Development
Education
Texas Tech University 1982 — 1997
MBA, BSEE, Finance, Electrical Engineering
Texas Tech University 1982 — 1985
Bachelor of Science (BS), Electrical and Electronics Engineering
Norwood Land Services August 2005 - Present
Hallwood Petroleum November 2004 - July 2005
JPMorgan Chase May 2003 - October 2004
Skills
Natural Gas, Energy Industry, Petroleum, Gas, Mineral Rights, Title Opinions, Minerals, Energy, Pipelines, Division Orders, Drilling, Oil/Gas, Oil & Gas Industry, Onshore, Titles, Lease Negotiations, Leases, Title Searches
Education
Texas Tech University 1998 — 2002
Bachelor of Business Administration (BBA), Petroleum Land Management
LTCI Partners February 2012 - July 2014
USAA May 2006 - February 2012
JPMorgan Chase October 2004 - April 2006
AllianceBernstein 2000 - 2004
Skills
Long-term Care, Long Term Care Insurance, Term Life Insurance, Finance, Disability Insurance, Banking, Financial Services, Underwriting, Pensions, Asset Management, Health Insurance, Employee Benefits, Wealth, Critical Illness, Wealth Accumulation, Personal Finance
Education
Southwest Texas State University
Layne Christensen July 2015 - Present
Southcross Energy April 2012 - June 2015
Exterran 2003 - April 2012
Azurix 2002 - 2003
Azurix 1999 - 2002
JPMorgan Chase 1989 - 1999
Skills
Executive Management, Capital Markets, Investor Relations, Corporate Development, Corporate Finance, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
Texas Tech University 1980 — 1984
BBA, Finance
JPMorgan Chase August 2011 - Present
Morgan Stanley/Saxon August 2010 - January 2012
Voyager Expanded Learning August 2008 - August 2010
Merchants Home Loan 2007 - 2008
Skills
FHLMC, Short Sales, Customer Service, Sales Management, FHA, Mortgage Banking, Financial Analysis, Mortgage Lending, USDA, FNMA, Cold Calling, Account Management, Strategic Planning, Team Building, Sales, Credit, Leadership, Investors, Loans, Loan Origination, Loss Mitigation, Residential Mortgages
Education
Texas State University 2001 — 2004
Bachelor, Communications Studies
HDVest January 2014 - Present
JP Morgan Securities July 2011 - October 2013
JPMorgan Chase December 2007 - July 2011
New Century Mortgage January 2005 - July 2007
Skills
Sales, Investments, Investment Banking, Banking, Retail Banking, Mortgage Lending, Loans, Mutual Funds, Cross Selling
Education
Texas Tech University 2002 — 2005
Bachelor's degree, Marketing
EY July 2006 - Present
JPMorgan Chase 2000 - 2005
Skills
Enterprise Risk..., Mortgage Banking, Due Diligence, Financial Modeling, Financial Analysis, Project Management, Mortgage Servicing
Education
University of Notre Dame 2005 — 2006
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Texas Tech University 1997 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Economics
Nations Reliable Lending, LLC May 2014 - Present
Cobalt Mortgage July 2012 - April 2014
JPMorgan Chase March 2010 - July 2012
Secure Mortgage Company 2007 - 2010
First Magnus Financial 2004 - 2006
Benchmark Mortgage 2002 - 2004
Mortgage Pros, Inc. 2000 - 2002
Skills
Team Leadership, Great Motivator, Sales Management, Mortgage Lending, Credit, Team Building, Calyx Point, FHA financing, Refinance
Education
Texas State University-San Marcos
JPMorgan Chase April 2013 - Present
Citibank November 2005 - April 2013
Q4i, Inc. June 2004 - November 2005
Chase Bank November 2003 - June 2004
Waldman Brothers February 2001 - November 2003
Morgan Stanley December 1999 - January 2001
Skills
Credit, Banking, Credit Analysis, Analysis, Business Planning, Commercial Banking, Commercial Lending, Credit Risk, Due Diligence, Finance, Financial Analysis, Financial Risk, Financial Services, Investments, Loans, Portfolio Management, Risk Management, Underwriting
Education
Texas Tech University
Bachelor's degree, Finance
American Airlines June 2015 - Present
CorVel Corporation January 2015 - August 2015
Doctor On Demand September 2014 - January 2015
Molina Healthcare October 2013 - October 2014
JPMorgan Chase March 2012 - October 2013
Hilton Worldwide December 2009 - October 2012
Expedia, Inc. July 2004 - February 2010
Skills
Call Centers, Training, Customer Satisfaction, Team Leadership, Recruiting, Coaching, Customer Experience, Human Resources, Team Building, Interviews, Employee Engagement, Healthcare, Time Management, Team Management, Leadership Development, Employee Training, Conflict Resolution, Administration, Customer Retention, Call Center Development, HR Policies, Sales Management, Payroll, Workforce Management, Health Insurance, Cisco Call Manager, NICE Call Recording, IEX Total View, Organizational..., Remote Monitoring, Sales Process, Supervisory Skills, Kronos Timekeeping, Motivation, Work Ethic, Call Routing, Hospitality, Staff Management, Mentoring Of Staff, ADP Payroll, Contact Centers, Banking, Inbound Marketing, Avaya, SDLC, HIPAA, Telecommuting, Internet Recruiting, Strategic Hiring, Zendesk
Education
Texas Tech University 1994 — 1995
Grapvine high school 1990 — 1994
Advanced with Honors, English Language and Literature/Letters
Minuteman Para Systems July 2013 - Present
JPMorgan Chase September 2011 - June 2013
GMAC ResCap February 2009 - June 2011
Franklin American Mortgage Company 2007 - 2008
Nationstar Mortgage 2006 - 2007
Skills
Single phase UPS..., Batteries, Product Forecasting, Technical Product..., Distribution, Product Launch, Purchase Orders, Pricing, Availability, Order Tracking, Microsoft Office, Microsoft Excel, SKU Management, Loans, Financial Analysis, Mortgage Lending, Mortgage Banking, Loss Mitigation, Credit, Communication, Credit Analysis, Banking, Risk Management, Underwriting, Mortgage Underwriting, Loan Origination, Due Diligence, FHA, Refinance, Investments, Residential Mortgages, Real Estate, Valuation, Investment Properties, Credit Risk, Sales, Finance, Mortgage Servicing, Pipeline Management
Education
Texas Tech University 2000 — 2005
Bachelor of Arts, Corporate Communitcations
St. Thomas High School 1996 — 2000
Advisors Asset Management, Inc. July 2011 - Present
Citi Smith Barney February 2008 - July 2011
JPMorgan Chase October 2006 - August 2007
Alliance Bernstein 2001 - 2007
American Express Financial Advisors 1999 - 2001
Skills
Series 7, Series 63, Series 65, Wholesaling, Consultative Selling, Financial Markets, Investments, Separately Managed..., Equities, Fixed Income, Mutual Funds, Securities, Bonds, Alternative Investments, Hedge Funds, Financial Planning, Investment Advisory, Wealth Management, Asset Allocation, Managed Accounts, Investment Products, Financial Advisory, Strategic Financial..., Managing Accounts, Trading, FINRA, Investment Strategies, Financial Services, ETFs, Retirement, Selling, Insurance, Finance, Uniform Combined State..., Wholesale, Asset Management, Retirement Planning, Portfolio Management, Sales
Education
Texas Tech University 1989 — 1991
Not Completed, English
Alamo Heights High School
Keller Williams October 2014 - Present
E U Construction January 2008 - November 2014
JPMorgan Chase February 2002 - January 2008
GE Zurich November 2001 - February 2002
Stream International January 2001 - September 2001
Telenetwork November 1999 - December 2000
Skills
Construction Management, Troubleshooting, Analysis, Technical Support, Customer Service, Quality Assurance, Training, Payroll
Education
Texas State University 1997 — 2000
BA, Psychology
Plano East Senior High 1993 — 1995
Broadway Bank July 2012 - Present
Wells Fargo Private Bank May 2008 - July 2012
JPMorgan Chase June 2004 - May 2008
Skills
Private Banking, Wealth Management..., Loans, Credit, Consumer Lending, Lines Of Credit, Relationship Management, Commercial Mortgages, Commercial Banking, Mortgage Lending, Commercial Lending, Small Business Lending, Banking, Credit Analysis, Retail Banking, Portfolio Management, Wealth Management
Education
Southwest Texas State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Pflugerville High School 1994 — 1998
The Sweet Life Sugar Free March 2015 - Present
USAA April 2014 - Present
JPMorgan Chase June 2012 - March 2014
USAA May 2008 - June 2012
Skills
AML, Anti Money Laundering, KYC, Financial Regulation, OFAC, Bank Secrecy Act, Securities, Risk Management, FINRA, Fraud, Due Diligence, Credit, Analysis, Banking, Financial Risk, Financial Services, Finance, Management
Education
Texas State University 2001 — 2005
Bachelor's Degree, Communication, English
Texas State University
Bachelor's degree, Communication, General
JPMorgan Chase October 2009 - Present
Skills
Financial Services, Business Finance, Personal Finance, Merchant Services, Payroll, Investment Banking, Small Business Lending, Business Development, Sales, Customer Retention, Business Relationship..., CRM, Commercial Banking, Corporate Finance, Cross Selling, Finance
Education
Texas State University-San Marcos 2005 — 2009
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Texas State University
City of Frisco March 2015 - Present
City of Frisco August 2005 - Present
JPMorgan Chase July 2000 - October 2004
Skills
Employee Relations, FMLA, Human Resources, Employee Benefits, Recruiting, Personnel Management, Policy, Benefits Administration, Applicant Tracking..., Microsoft Office, HRIS, Onboarding, Performance Management, Organizational..., Deferred Compensation, System Administration, Job Descriptions
Education
Texas Tech University
rewardStyle September 2013 - Present
Hard Coded That Way January 2013 - Present
NWR Metal Recycling LLC September 2012 - September 2013
Crescent Processing Company September 2011 - September 2012
JPMorgan Chase August 2010 - September 2011
Skills
Web Development, Web Design, User Interface, MySQL, PHP, JavaScript, jQuery, CodeIgniter, AJAX, CSS3, Web Application Design, User Experience, Adobe Fireworks, Git, Linux, Ubuntu, HTML, Python, CSS
Education
Texas Tech University 2006 — 2009
Consultant January 2014 - Present
Booz Allen Hamilton October 2011 - January 2014
JPMorgan Chase May 2008 - May 2011
Small Business Owner November 2004 - March 2008
Washington Mutual Bank August 2003 - October 2004
Atmosphere, Inc. October 1999 - February 2003
Bank One June 1991 - October 1999
Skills
Compliance, Retail Banking, Management Consulting, Training, Curriculum Development, Project Management, Management, Analysis, Sales, Insurance, Risk Management, ADDIE Model, Adult Education, AML Compliance, Business Process..., ADDIE, Anti Money Laundering, Customer Service
Education
Texas State University-San Marcos 2006 — 2010
Master of Arts (M.A.), Developmental and Adult Education
Park University
Bachelor of Applied Science (B.A.Sc.), Management
RealPage, Inc. January 2011 - Present
Farmers National Bank January 2008 - January 2011
JPMorgan Chase 2005 - 2008
Skills
Salesforce.com, Account Management, Portfolio Management, Underwriting, Asset Managment, Real Estate, Sales, Cold Calling, Marketing, Selling, Contract Negotiation, SaaS, Sales Process, Direct Sales, Sales Management, Credit Analysis, Solution Selling, Business Development, Management, Sales Operations, Asset Management, Property Management
Education
Texas Tech University 1999 — 2002
Finance Real Estate
Amegy Bank March 2014 - Present
Amegy Bank September 2013 - March 2014
Amegy Bank June 2012 - September 2013
JPMorgan Chase September 2010 - June 2012
Skills
Financial Analysis, Banking, Financial Modeling, PowerPoint, Credit, Credit Analysis, Microsoft Excel, Finance, Risk Management, Accounting, Loans, Corporate Finance, Microsoft Office, Account Management, Business Development, Client Service Oriented, Energy, Syndications, Oil & Gas Exploration, Energy Services, Mergers & Acquisitions, Forecasting, Financial Forecasting, Commodity Markets, Pipelines, Midstream, Valuation, Offshore Drilling, Shale, Hydraulic Fracturing, Underwriting, Oil & Gas Accounting, Project Finance, Energy Markets, Negotiation, Reserve, Reserve Analysis
Education
University of Houston, C.T. Bauer College of Business 2011 — 2014
Master of Business Administration, Energy Finance, Dean's List
Texas State University-San Marcos 2005 — 2009
Bachelor of Business Administration, Finance
Blackwell & Associates January 2009 - March 2015
Dudley,Topper and Feuerzeig LLP June 2007 - December 2008
Dallas County Civil Courts January 2005 - May 2007
JPMorgan Chase February 2000 - October 2004
Skills
Litigation Support, Litigation, Westlaw, Civil Litigation, Legal Research, Microsoft Office, Document Review, Legal Writing, Trials, Legal Assistance, Personal Injury, Leadership, Employment Law, Hearings, Lexis, Courts, Corporate Law, Management
Education
Texas Tech University 1986 — 1987
Business/Commerce, General - Music
Hilltop Holdings March 2015 - Present
ALM First Financial Advisors August 2014 - February 2015
ALM First Financial Advisors June 2013 - August 2014
ALM First Financial Advisors April 2012 - June 2013
ALM First Financial Advisors April 2010 - March 2012
JPMorgan Chase May 2009 - February 2010
Skills
Financial Modeling, Valuation, Asset Allocation, Asset Managment, Risk Management, Investment Research, Equity Valuation, Fixed Income Analysis, Equity Research, Asset Management, Fixed Income, Portfolio Management, Forecasting, Finance, Capital Markets, Analysis, Financial Services, Financial Analysis
Education
Texas Tech University 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Economics
MoneyGram International March 2012 - Present
Point Bank September 2011 - March 2012
JPMorgan Chase January 2010 - August 2011
Neighborhood Credit Union January 2003 - June 2004
North Dallas Bank & Trust April 1999 - July 2001
North Dallas Bank & Trust June 1997 - April 1999
Skills
Internal Audit, Internal Controls, AML, Auditing, Process Improvement, General Ledger, Bank Secrecy Act, Accounts Payable, KYC, USA PATRIOT Act, Banking, Operational Risk, Risk Assessment, Quality Assurance, Accounting, Analysis, Financial Risk, OFAC, Sarbanes-Oxley Act, Fraud, Anti Money Laundering
Education
The University of Texas at El Paso
B. A, HISTORY
Texas Tech University
Texas Bank and Trust May 2012 - Present
JPMorgan Chase October 2011 - May 2012
Penson Financial Services, Inc. November 2009 - September 2011
Penson Financial Services January 2008 - November 2009
State Bank of Texas December 2006 - December 2007
PlainsCapital Bank February 2005 - June 2006
Skills
Bank Secrecy Act, AML, USA PATRIOT Act, Risk Management, OFAC, Banking, KYC, Financial Risk, Fraud, Risk Assessment, Financial Services, Private Investigations, Due Diligence, Enterprise Risk..., Operational Risk
Education
The University of Texas at Arlington 2002 — 2002
Bachelor of Arts, Political Science
Texas Tech University 1999 — 2001
Business Marketing
JPMorgan Chase July 2011 - Present
Scotia Capital May 2009 - June 2011
UBS August 2007 - May 2009
MRE Consulting, LLC August 2004 - August 2007
Conundrum Consulting, LLC October 2000 - August 2004
Skills
Software Development, Data Modeling, Solution Architecture, Architectural Design, Application Frameworks, CSLA, Database Design, Web Services, Business Analysis, Exchange Traded..., Treasury Management, Vault Management, Canadian Debt Equities, Gas Scheduling Systems, Power Scheduling Systems, Pricing Analysis, Stakeholder Analysis, Proposal Writing, Enterprise Risk..., Project Management, Consulting, Management, Risk Management
Education
Texas State University-San Marcos 1995 — 1997
Bachelor of Arts (BA), Computer Science
Regions Financial Corporation February 2015 - Present
Regions Financial Corporation October 2012 - Present
JPMorgan Chase February 2011 - October 2012
JPMorgan Chase February 2008 - February 2011
Skills
Business Development, Small Business Lending, Account Management, Sales Management, Customer Service, Cash Management, Banking, Credit, Loans, Consumer Lending, Loan Origination, Credit Analysis, Lines Of Credit, Mortgage Lending, Commercial Banking, Retail Banking, Commercial Lending, Relationship Management, Commercial Mortgages, Portfolio Management
Education
Texas State University-San Marcos
The University of Texas at Arlington
Javernick Roofing & Construction January 2011 - Present
Vision Bank February 2010 - August 2011
Valliance Bank September 2007 - February 2010
JPMorgan Chase July 2006 - September 2007
Daybreak Coffee Roasters, Inc January 2003 - April 2005
Hidden Falls Ranch January 2001 - January 2004
Education
Texas Tech University - Rawls College of Business 2002 — 2005
Texas Tech University
Bachelor's, Business Administration; Finance
Cambridge Investment Research, Inc. October 2010 - April 2015
Edward Jones May 2007 - September 2010
JPMorgan Chase April 2006 - May 2007
Skills
Retirement Planning, Tax Management, Estate Planning, Risk Management, Education Funding, Investment Planning, Employee and Executive...
Education
Texas Tech University 1997 — 2003
BBA, Marketing
Texas Tech University - Rawls College of Business 1997 — 2003
BA, Marketing
AIG April 2013 - Present
JPMORGAN CHASE October 2007 - March 2013
JPMORGAN CHASE September 2004 - September 2007
Skills
PeopleSoft, Training, Human Resources, Retirement, Pensions, Deferred Compensation, New Hire Orientations, HR Policies, Payroll, FMLA, Compensation, Coaching, HR Consulting, Employee Benefits, Process Improvement
Education
Texas State University
Bachelor's degree, Health/Health Care Administration/Management
Strategic Government Resources April 2015 - Present
JPMorgan Chase 1996 - 2003
Skills
Syndications, Fixed Income, Commercial Banking, Investment Banking, Banking, Finance, Financial Analysis, Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Series 63, Valuation, Series 7, Capital Markets, Mergers & Acquisitions, Portfolio Management, Investments
Education
Texas Tech University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance
University of Maryland, European Division 1993 — 1994
JPMorgan Chase February 2002 - October 2014
First Horizon Home Loan Corporation 1999 - 2002
Skills
Capital Markets, Securities, Business Intelligence, Credit Analysis, Financial Services, Mortgage Banking, Investment Banking, Asset Management, Loans, Banking, Customer-focused Service, Root Cause Problem..., Process Improvement, Management, Risk Management, Business Analysis, Mortgage Lending
Education
Texas Tech University
Red Cart Capital Partners LLC September 2008 - Present
MUFG Union Bank, N.A. October 2008 - December 2014
Countrywide Bank November 2005 - August 2008
JPMorgan Chase 1985 - 2005
Skills
Banking, Treasury Management, Commercial Banking, Credit, Cash Management, Treasury Services, Risk Management, Investments, Loans, Credit Analysis, Commercial Lending, Portfolio Management, Financial Services, Operational Risk..., Derivatives, Payments, Financial Risk, Leadership, CRM, Executive Management, Finance, Sales Management
Education
Texas Tech University 1981 — 1985
Bachelor's Degree, Agricultural Economics
Scottrade June 2015 - Present
TD Ameritrade March 2014 - June 2015
TD Ameritrade June 2012 - March 2014
JPMorgan Chase August 2009 - June 2012
Fidelity Investments July 2001 - July 2009
Skills
Series 7, Series 63, Uniform Combined State..., Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Wealth Management, Retirement, Portfolio Management, Securities, Equities, Asset Managment, Series 66, Series 24
Education
Texas Tech University 1996 — 2001
Bachelor of Applied Science (B.A.Sc.), Mathematics
Smiths Medical April 2015 - Present
Dentures & Dental Services® July 2010 - April 2015
Wachovia Bank/Wachovia Securities June 2006 - June 2010
JPMorgan Chase 2005 - 2006
Skills
Account Management, Customer Service, Marketing, Strategic Planning, New Business Development, Sales, Business Development, Budgets, Cold Calling, Dentistry, Banking, Small Business, Healthcare, Team Building, CRM, Leadership, Sales Management, Marketing Strategy, Management
Education
Texas Tech University 1997 — 2001
Marketing
Texas Tech University - Rawls College of Business 1997 — 2001
Bachelor of Business Administration (BBA), Marketing
JPMorgan Chase 2007 - Present
Nortel Networks October 1995 - July 2007
Education
Texas Tech University 1990 — 1994
IBERIABANK April 2014 - Present
BBVA Compass January 2008 - March 2014
JPMorgan Chase May 2003 - May 2007
Bank One May 1998 - May 2003
Education
Texas State University-San Marcos
BBA, Business Management
American Business Lending April 2015 - Present
JPMorgan Chase June 2013 - July 2015
CapitalSource October 2010 - August 2013
BLX December 2005 - December 2007
Independence Funding 1995 - 1997
ITT 1992 - 1995
Skills
Commercial Lending, Underwriting, Small Business Lending, Loans, Asset Based Lending, Banking, Commercial Banking, Commercial Mortgages, Credit, Credit Analysis, Loan Origination, Mortgage Lending, SBA
Education
Texas Tech University 1985 — 1989
Morgan Stanley June 2009 - Present
JPMorgan Chase May 2006 - June 2009
Bear, Stearns & Co. Inc. April 1998 - May 2006
Skills
Market Risk, Credit Risk, VAR, Risk, Basel II, Market Data, Derivatives, Investment Banking, Business Analysis, Fixed Income, Trading, Trading Systems, Financial Risk
Education
Texas Tech University
Master of Science, MIS
BDO USA, LLP January 2015 - August 2015
JPMorgan Chase June 2014 - December 2014
Pace April 2011 - May 2014
Entravision Communications February 2003 - December 2010
Ramar Communications January 1998 - February 2003
Education
The University of Texas at San Antonio 2015 — 2015
Graduate Student, Accounting, 3.8
The University of Texas at San Antonio 2012 — 2014
Bachelor of Arts (BA), Accounting, 3.89
Northwest Vista College 2011 — 2012
Associate's Degree, Business administration, 4.0
Texas Tech University 1991 — 1993
Mass Communications
JPMorgan Chase August 2014 - Present
PennyMac February 2013 - August 2014
Bank of America / Randstad February 2012 - January 2013
JPMorgan Chase November 2008 - February 2012
First Magnus Financial March 2006 - August 2007
Skills
Credit, Foreclosures, Loans, Loss Mitigation, Mortgage Banking, Mortgage Lending, Refinance, Real Estate Economics, FHA, Investments, Residential Mortgages, Customer Service, Loan Origination, Risk Management, Due Diligence
Education
Texas State University 1999 — 2004
BBA, Finance
JPMorgan Chase July 2012 - July 2014
Hudson Advisors, LLC June 2008 - July 2012
KPMG March 2006 - June 2008
Texas State Comptroller September 2003 - March 2006
Skills
Sarbanes-Oxley Act, Tax, Financial Statements, Financial Analysis, Corporate Finance, Internal Controls, Auditing, Finance, Accounting, Financial Reporting, Investments, Financial Modeling, US GAAP, GAAP, General Ledger, Private Equity
Education
Texas Tech University 2000 — 2003
Bachelor's of Business Administration, Accounting
State of Texas August 2012 - Present
City of Mesquite July 2010 - August 2012
JP Morgan Chase September 2009 - July 2010
United States Department of Housing and Urban Development July 2009 - September 2009
JPMorgan Chase December 2008 - June 2009
Velocity Credit Union August 2007 - August 2008
Texas Tech University June 2007 - August 2007
Skills
Government, Grants, Finance, Credit, Loans, Auditing, Community Development, Policy, Microsoft Office, Budgets, Management, Research, Leadership, Analysis, Time Management, Public Speaking
Education
The University of Texas at Arlington 2008 — 2010
MCRP, Community and Economic Development
Texas Tech University 2004 — 2007
B.A., Geography, Economics
JPMorgan Chase December 2005 - Present
Wells Fargo January 2000 - October 2005
Skills
Banking, Consumer Lending, Retail Banking, Commercial Banking, Small Business Lending, Credit, Mortgage Lending, Mortgage Banking, Credit Analysis, Loan Origination, Commercial Lending
Education
Texas Tech University
Fidelity Investments May 2012 - Present
JPMorgan Chase August 2007 - May 2012
JPMorgan Chase June 2004 - July 2007
JPMorgan Chase January 2001 - June 2004
Skills
Securities, Mutual Funds, Equities, Global Custody, Fixed Income, Investments, Fund Accounting, Portfolio Management, Bloomberg, Financial Analysis, Investment Banking, Asset Managment
Education
The University of Texas at Dallas 1998 — 2000
Economics and Finance, Finance
Texas Tech University 1996 — 1998
Economics and Finance, Finance
Wells Fargo August 2015 - Present
Federal Aviation Administration March 2015 - June 2015
PennDOT (Pennsylvania department of Transportation) April 2014 - February 2015
Verizon December 2012 - March 2014
JPMorgan Chase February 2012 - November 2012
State Farm April 2011 - December 2011
BNY Mellon July 2010 - March 2011
Dell February 2008 - June 2010
WellPoint May 2006 - April 2007
Skills
WebSphere SOA admin, WebSphere BPM, Websphere, WebSphere Application..., AIX, Unix Shell Scripting, Red Hat Linux, Middleware, Oracle, IBM HTTP Server, Apache, Siteminder, WebSphere Application..., WebSphere Portal Server..., Jython Scripting, IBM BPM, SOA, Tomcat, JMS, Java, IBM AIX, Shell Scripting, Java Enterprise Edition, Solaris, Unix, WebSphere, Databases
Education
Texas State University-San Marcos 2006 — 2007
Master's Degree, Computer Science
Kakatiya Institute of Technology and Sciences 2001 — 2005
Bachelor of Technology (B.Tech.), Computer Science
Altisource March 2014 - Present
Homeward Residential, Inc. May 2009 - February 2014
JPMorgan Chase June 2008 - May 2009
Bear Stearns April 2007 - June 2008
JC Electric January 2005 - April 2007
City of Dallas June 2004 - January 2005
Don Penn Consulting Engineers August 1995 - March 2004
Skills
Banking, Risk Management, Vendor Management, Credit, Process Improvement, Loans, Operations Management, Portfolio Management, Financial Analysis, Asset Managment, Mortgage Lending, Change Management, Business Process..., Business Analysis, Executive Management, Management, Project Management, Leadership, Customer Service
Education
Texas Tech University 1994 — 1995
Mechanical Engineering
Trinity High School 1990 — 1994
Excellus BCBS 2007 - 2008
Volusia County Cooperative Extension January 2006 - June 2007
AceInfo Solutions, Inc. August 2004 - October 2005
Chester County Cooperative Extension June 2004 - November 2004
WRB Communications August 2003 - March 2004
JPMorgan Chase October 2000 - April 2002
Education
Texas State University 1978 — 1982
BA, Computer Information Systems
Bachelor's Degree
JPMorgan Chase February 2008 - Present
Bank of America February 2003 - December 2007
Skills
Banking, Loans, Sales, Mortgage Lending, Sales Management, Financial Services, Relationship Management, Portfolio Management, Account Management, Business Development, Mortgage Banking, New Business Development, Management, Salesforce.com, Credit Cards, CRM, Strategy, Credit Analysis, Loan Origination, Credit, Executive Management
Education
Texas State University-San Marcos 1982 — 1986
Bachelor of Business Administration (BBA), Finance, General
DTCC November 2010 - Present
DTCC May 2006 - November 2010
JPMorgan Chase May 1995 - December 2005
Skills
Auditing, Quality Assurance, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Risk Management, Accounting, Enterprise Risk..., Financial Analysis, Internal Controls, Financial Services, Financial Audits, Operational Risk, Operational Risk..., Banking, Business Analysis
Education
Texas State University 1984 — 1986
BBA, Accounting
Bank of America October 2011 - Present
JPMorgan Chase December 2006 - September 2011
JP Morgan Chase May 2004 - November 2006
Banco de Occidente February 1998 - May 2000
Banco de Occidente May 1996 - January 1998
Banco de Occidente March 1995 - April 1996
Skills
Banking, Finance, Risk Management, Loans, Commercial Banking, Cash Management, Business Development, Commercial Lending, Leadership, Sales, New Business Development, Management, Mergers & Acquisitions, Marketing, Relationship Management, Financial Risk, Cash Flow, Treasury Services, Outlook, Business Intelligence
Education
Texas State University-San Marcos 2001 — 2003
MBA, Business Administration
Universidad ICESI 1991 — 1996
BBA, Business Administration
Acumen, Inc August 2009 - Present
JPMorgan Chase January 2009 - April 2009
Ford Motor Credit Company December 2007 - December 2008
Affiliated Computer Services March 2006 - September 2006
Affiliated Computer Services April 2004 - March 2006
Motorola, Inc. January 2001 - April 2004
Motorola, Inc. September 1991 - January 2001
Skills
Software Documentation, Project Management, Process Improvement, Team Leadership, Six Sigma, Customer Service, Microsoft Office, Outlook, Coaching, Microsoft Excel, MS Project, Project Planning, Change Management, Employee Relations, Human Resources, Leadership, Training
Education
Southwest Texas State University
Cadence Bank 2014 - 2015
Cadence Bank 2014 - 2015
Brazos Valley Bank September 2010 - December 2011
Sterling Bank July 2006 - April 2010
JPMorgan Chase 1984 - 2006
Texas Commerce Bank 1984 - 2000
Skills
Commercial Banking, Loans, Financial Risk, Credit, Financial Analysis, Underwriting, Credit Risk, Credit Analysis, Finance, Financial Services, Wealth Management, Commercial Lending, Human Resources, Leadership, Mortgage Banking, Banking, Small Business Lending, Consumer Lending, Risk Management, Lines Of Credit, Customer Service, Due Diligence, Operational Risk..., Corporate Finance, Mortgage Lending, Financial Modeling, Treasury Management, Loan Origination, Portfolio Management, Investments, Enterprise Risk..., Financial Structuring, Commercial Mortgages, Mergers & Acquisitions, Cash Management, Strategic Planning, Process Improvement, Relationship Management, Internal Audit, Retail Banking, Capital Markets, Valuation, Derivatives, Securities, Insurance, Executive Management, Treasury Services, Core Banking, Cross Selling, Trade Finance
Education
Texas Tech University 1971 — 1974
BS, Animal Science
JPMorgan Chase 1992 - Present
Education
Texas Tech University 1980 — 1984
BA, Accounting
JPMorgan Chase June 2011 - Present
Fannie Mae October 2009 - June 2011
Bank of America June 2004 - October 2009
Dallas County Community Supervision & Corrections Department (CSCD) July 2002 - August 2003
The Sherwin-Williams Co. July 2001 - July 2002
Skills
Project Management, Release Management, Vendor Management, Requirements Analysis, Business Process..., Quality Control, Business Requirements, Risk Management, Visio, MS Project, Project Planning, Process Improvement, Business Analysis, Program Management, Requirements Gathering, PMO, Customer Service, Management, Team Building, Sales, Strategic Planning, Portfolio Management
Education
The University of Texas at Dallas 2012 — 2014
Master of Business Administration (MBA)
Texas Tech University 1995 — 2000
Bachelor of Science, Social Work
JPMorgan Chase March 2008 - Present
Weight Watchers 2008 - 2010
Weight Watchers 2008 - 2010
Education
Texas Tech University 1995 — 2000
Bachelors, English
JPMorgan Chase & Co. November 2013 - Present
JPMorgan Chase September 2012 - November 2013
JPMorgan Chase August 2007 - September 2012
Citibank 2003 - August 2007
Sears Credit 2001 - 2003
Skills
Requirements Gathering, Business Analysis, Business Requirements, User Acceptance Testing, Change Management, Process Development, Risk Management, Technology Liaison, Banking, Process Simulation, Management, Project Management, Strategy, Testing, IT Management, Project Portfolio..., Vendor Management, Project Delivery, Team Management, Visio, Requirements Analysis, Process Improvement, PMP, Business Process..., SDLC, PMO, Credit, Financial Services, Program Management, Software Project..., Integration, Analysis, Software Documentation
Education
Southwest Texas State University
Bachelor of Arts (B.A.), Political Science and History
Bay Bridge Administrators, LLC August 2011 - Present
JPMorgan Chase June 2010 - July 2011
PointBank June 2009 - June 2010
HSBC April 2004 - April 2009
Skills
Banking, Credit, Credit Analysis, Customer Service, Insurance, Loans, Mortgage Lending, Relationship Management, Sales, Underwriting
Education
Texas State University 1999 — 2003
BBA, Finance and Business Management
JPMorgan Chase September 2013 - Present
JPMorgan Chase February 2009 - September 2013
Beal Bank September 2007 - December 2008
Countrywide Home Loans January 2007 - September 2007
Countrywide Home Loans January 2004 - January 2007
Skills
Underwriting, Loans, Loan Origination, Mortgage Banking, Mortgage Lending, FHA, Credit, Residential Mortgages, Banking, Credit Analysis, Mortgage Underwriting, Analysis, Training, Refinance, Consumer Lending, Real Estate, Loan Servicing, Risk Management, USDA, Loss Mitigation, Mortgage Servicing, VA loans, Credit Risk, Portfolio Management, Foreclosures, Asset Management, Financial Services, Retail Banking, Management, Relationship Management, Finance, Call Centers, Commercial Lending, Financial Risk
Education
Texas Tech University 1997 — 2002
Computer Science
Simple Solutions Consulting & Bookkeeping Solutions Houston May 2014 - Present
Kolkhorst & Kolkhorst CPA's June 2012 - May 2014
Texas A&M University System October 2011 - June 2012
Karlins & Ramey, LLC January 2009 - October 2011
Wells Fargo Bank May 2006 - January 2009
JPMorgan Chase July 2003 - April 2006
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Tax Preparation, QuickBooks, Internal Controls, Financial Accounting, General Ledger, GAAP, Microsoft Excel, Tax, CPA, Due Diligence, Internal Audit, Credit, Sarbanes-Oxley Act, Accounts Payable, External Audit, Cost Accounting, US GAAP, Variance Analysis, Corporate Tax, Financial Modeling, Strategic Financial..., Revenue Recognition, Finance
Education
University of Houston-Downtown 2005 — 2008
BBA, Accounting
Texas State University 2003 — 2005
Computer Science
Tomball High School 1999 — 2002
Family Legacy Trust Company July 2006 - Present
JPMorgan Chase March 2001 - June 2006
Fidelity Investments September 1989 - March 2001
Education
Texas Tech University 1983 — 1988
BA
Kaiser Permanente January 2015 - Present
Kaiser Permanente 2012 - December 2014
Kaiser Permanente 2008 - 2012
Capital One 2004 - 2008
JPMorgan Chase 2002 - 2004
JPMorgan Chase & Co. 2000 - 2001
Education
Texas State University 1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management
JPMorgan Chase August 2010 - Present
Comal County Sheriff's Office June 2009 - August 2010
Gristmill August 2003 - January 2006
Skills
Public Safety, Enforcement, Emergency Management, Criminal Justice, Emergency Services, Police, First Responder, First Aid, Cpr Certified, Fire Safety, Fraud Detection, Investigation, Surveillance, Physical Security, Law Enforcement
Education
Texas State University-San Marcos 2003 — 2012
Bachelor of Science (B.S.), Criminal Justice
Middletown High School 2000 — 2003
High School Diploma
Sunnova June 2015 - Present
Sunnova September 2014 - June 2015
Sunnova December 2013 - June 2015
Sunnova February 2014 - September 2014
Sunnova October 2013 - February 2014
JPMorgan Chase May 2011 - October 2013
Skills
Management, New Business Development, Team Leadership, Leadership Development, Cold Calling, Customer Service, Customer Retention, Career Development, Credit, Finance, Banking, Business Planning, Mortgage Lending, Small Business Lending, Strategic Planning, Coaching, Loans
Education
Texas State University 2009 — 2010
Bachelors, Business Management
Fannie Mae November 2008 - Present
JPMorgan Chase January 2007 - November 2008
Keystone Asset Management June 2005 - June 2007
Citi January 2004 - January 2005
Skills
Asset Managment, Investment Management, Asset Management, Portfolio Management, Analysis, Real Estate, Credit, Management, Financial Services, Financial Risk, Finance, REO, Investments, Risk Management, Financial Modeling, Foreclosures, Financial Analysis, Valuation, Banking, Due Diligence, Disposition, Training, Strategic Financial...
Education
Texas State University-San Marcos 1999 — 2003
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase June 2010 - Present
Bank of America February 2008 - May 2010
Merchants Home Loan January 2005 - January 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Refinance, Loan Origination, Residential Mortgages, Credit, Credit Analysis, VA loans, Banking, FHA financing, Sales, Time Management, Finance, Financial Analysis, First Time Home Buyers, Investments, Customer Service
Education
Texas State University-San Marcos 1995 — 2001
Bachelor's degree, Healtcare Administration
Conroe Independent School District 2010 - Present
SHSU January 2011 - November 2011
JPMorgan Chase August 2005 - September 2009
JP Morgan Chase August 2005 - September 2009
Chase Bank Houston Downtown - Allen Center February 2003 - December 2004
Texas Commerce Bank Officer January 1996 - August 1997
Skills
Retail Banking, Business Management, Coaching, Banking, Customer Relations, Portfolio Management, Small Business, Loans, Strategic Planning, Mentoring, Credit, Staff Development, Non-profits, Retail, Consultative Selling, PowerPoint, Problem Solving, Excel, Access, Financial Analysis, Insurance, Microsoft Office, Word, New Business Development, Compliance, Team Building, Customer Service, Administration, Planning, Analysis, Bank Manager, Microsoft Excel, Project Planning, Management, Leadership
Education
Texas State University 1989 — 1993
Bachelor Business Administration, Finance and Economics
A.S. Johnston High School/ Langham Creek High School 1986 — 1989
Advanced Academic Degree, Liberal Arts Academy
JPMorgan Chase June 2013 - Present
White House Black Market June 2010 - April 2014
Stitched Fabric Boutique February 2013 - May 2013
Education
Texas State University-San Marcos 2009 — 2013
Bachelor of Science in Family and Consumer Sciences, Fashion Merchandising Major, Business Administration Minor
Richmond University-Florence, Italy 2012 — 2012
Fashion Merchandising and Marketing, Italian Fashion
BBVA Compass November 2014 - Present
Apollo Education Group January 2014 - November 2014
JPMorgan Chase January 2012 - January 2014
Texascarsdirect March 2003 - January 2012
Texascarsdirect March 2003 - January 2006
Chase January 1996 - March 2003
Skills
Account Management, Management, Business Development, Relationship Management, Forecasting, New Business Development, Sales, Customer Service, Finance, Sales Management, Loans, Financial Analysis, Process Improvement, Strategic Planning, CRM, Risk Management, Leadership, Negotiation, Business Analysis, Portfolio Management, Banking, Marketing, Sales Process, Strategy, Training, Business Strategy, Team Building, Salesforce.com, Recruiting, Cross-functional Team...
Education
Texas Tech University 1993 — 1996
JPMorgan Chase December 2013 - Present
Bank of Texas January 2003 - December 2013
Bargo Energy Company May 1996 - April 2002
PricewaterhouseCoopers May 1984 - April 1996
Skills
Energy, Natural Gas, Energy Industry, Petroleum, Mergers, Upstream, Due Diligence, Oil/Gas, Petroleum Engineering, Reserves, Oil & Gas Industry
Education
Texas Tech University 1979 — 1984
Bachelor of Science (B.S.), Petroleum Engineering
JPMorgan Chase September 2003 - Present
Skills
Banking, Financial Analysis, Account Reconciliation, Credit, Cash Management, Accounts Payable, Accounting, Accounts Receivable, Finance, Credit Analysis, Financial Reporting, Auditing, Internal Audit, Loans, General Ledger
Education
Texas Tech University
Bachelor of Arts (B.A.), Psychology
University of Phoenix
Master of Business Administration (MBA), Business Administration and Management, General
Epic October 2010 - May 2011
kellerconsulting, L.L.C May 2009 - October 2010
JPMorgan Chase June 2008 - April 2009
Education
Texas Tech University 2005 — 2008
B.A., Psychology, Business, Accounting
The London School of Economics and Political Science (LSE) 2007 — 2007
Accounting
JPMorgan Chase May 2011 - Present
JPMorgan Chase June 2005 - May 2011
Chase January 2002 - December 2004
Skills
Loans, Retail Banking
Education
Texas State University-San Marcos 2002 — 2004
Bachelor of Applied Arts & Science, Technology
JP Morgan Chase Bank, N.A. June 2014 - Present
Herbalife September 2013 - Present
JPMorgan Chase January 2013 - Present
Elias Custom Home & Design Inc June 2012 - Present
JPMorgan Chase July 2010 - Present
Foot Locker, Inc 2008 - 2010
Skills
Store Management, Visual Merchandising, Retail, Loss Prevention, Store Operations, Merchandising, Retail Sales, Merchandise Planning, Driving Results, Profit, Marketing, Leadership, Assortment, District Management, Window Displays, Multi-Unit Management, Administrative..., Counselor Training, Employee Training, Sales, Inventory Management, Training, Inventory Control, Recruiting, Employee Management, Customer Service, Outlook, People Skills, Telephone Skills, Cold Calling, Sales Presentations, Business Networking, SBA
Education
Texas Tech University 2003 — 2008
Bachelor of Science (B.S.), Human Development and Family Studies, General
Texas Tech University 2003 — 2008
Human Sciences, Addiction Prevention and Treatment
Discover Financial Services (Contract) September 2014 - August 2015
JPMorgan Chase December 2013 - September 2014
INSPECTORATE AMERICA CORP August 2011 - December 2013
Tesco Corporation October 2010 - August 2011
Addison Group February 2010 - October 2010
TTU Health Sciences Center September 2008 - May 2009
Skills
Writing, Project Management, Supervising, Quality Auditing, Management, Managing Deadlines, Job Scheduling, Performance Auditing, Budget Monitoring, Pricing Analysis, Microsoft Word, Microsoft Excel, Outlook, InDesign, Production Schedules, Accounts Payable, Accounts Receivable, Account Reconciliation, Highly detail oriented, Oracle, Analysis, Editing, Supervisory Skills
Education
Texas Tech University 2007 — 2010
Bachelor of Arts (B.A.)
Texas Tech University, College of Mass Communication 2007 — 2010
Bachelor of Arts
IBM June 2015 - Present
JPMorgan Chase July 2012 - June 2014
Skills
C, C++, Java, JavaScript, HTML, PL/SQL, Unix, Tomcat, WebSphere Application..., Autosys, IBM Tivoli
Education
Texas State University 2014 — 2015
Master's Degree, Computer Science
G.Narayanamma Institute of Tech & Sciences 2008 — 2012
Bachelor's Degree, IT
JPMorgan Chase 2012 - Present
JPMorganChase March 2010 - October 2012
T-Mobile December 2006 - March 2010
Enterprise Rent-A-Car August 2005 - September 2006
Skills
FINRA Series 6, Series 63, Microsoft Office
Education
Texas State University-San Marcos 2003 — 2005
Master of Education, Sports Management
Texas State University-San Marcos 1999 — 2003
Bachelor of Business Administration, Marketing
J.P. Morgan September 2013 - Present
Fidelity Investments May 2012 - September 2013
St. David's HealthCare January 2012 - May 2012
JPMorgan Chase April 2008 - November 2009
JPMorgan Chase June 2006 - April 2008
Skills
Healthcare, Accounting, Customer Service, Outlook, PowerPoint, Word, Excel, Microsoft Excel, Microsoft Word, Leadership, Healthcare Management, Managerial Finance, Series 7, Payroll, Risk Management, Management, Financial Services, Banking, Human Resources, Customer Satisfaction, Process Improvement, Teamwork, Employee Benefits, Interviews, Access, Sales, Auditing, Insurance, Finance, Analysis, Training, Time Management, Financial Analysis, Data Analysis, Data Entry, Team Building, Business Analysis, Retail, Software Documentation, Mutual Funds, Credit, Vendor Management, Securities, Team Leadership, Portfolio Management, Customer Support, PeopleSoft, Financial Risk, Loans, Call Centers
Education
Texas State University-San Marcos
Bachelor of Science, Healthcare Administration (BHA), Accounting, Ethics, Finance, Health Law, HIM, HR, Marketing, Supervisory Mgmt, Training/Development, 3.7
Richardson High School
High School Diploma, General Studies
Sharyland Utilities, L.P. December 2014 - Present
Sharyland Utilities, L.P. September 2012 - December 2014
Milsoft Utility Solutions February 2011 - October 2012
JPMorgan Chase January 2009 - January 2011
Skills
MultiSpeak, Windows, Citrix, ESRI, Microsoft Office, SQL, CRM, FogBugz, WindMil/WindMilMap, Firewalls, Remote User Support, XML, Partner Software, Project Management, Databases, Microsoft SQL Server, Analysis, Integration, Project Planning
Education
The University of Texas at San Antonio 2008 — 2010
Bachelor of Arts (B.A.), Economics
Texas Tech University 2006 — 2008
Bank of Oklahoma Financial November 2011 - Present
JPMorgan Chase August 1986 - October 2011
Texas Department of Banking August 1983 - August 1986
Skills
Commercial Lending, Commercial Banking, Loans, Credit, Banking, Credit Analysis, Small Business Lending, Underwriting, Loan Origination, Portfolio Management, Credit Risk, Financial Analysis, Financial Services
Education
Texas Tech University 1980 — 1983
BBA, Petroleum Land Management
Snyder High School 1975 — 1978
JPMorgan Chase October 2011 - September 2012
Texas Tech University January 2010 - January 2011
Texas Tech University January 2010 - January 2011
Serenity Theatre Solutions January 2009 - January 2010
Best Buy January 2007 - January 2010
Education
University of North Texas 2011 — 2013
Texas Tech University 2008 — 2011
First Niagara Bank October 2012 - Present
JPMorgan Chase February 2009 - August 2012
Unisys March 2003 - February 2009
Education
Texas Tech University 1975 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
C-Squared Consulting, LLC May 2015 - Present
JPMorgan Chase December 2002 - May 2015
Cox Communications April 1999 - August 2002
Door to the Internet February 1997 - February 1999
Skills
* Linear and Non-Linear..., * Organizational..., * Open to New ideas and..., * Large-scale..., * Fiber Optics, * Big Picture and..., * Telecommunications..., * Critical Thinking
Education
Texas Tech University 1992 — 1997
Bachelor of Science (BS), Computer Science / Electrical Engineering
JPMorgan Chase June 2008 - August 2013
Skills
Series 7, Portfolio Management, Series 63, Retirement Planning, Securities, Mutual Funds, Banking, Asset Allocation, Financial Advisory, Bonds, Strategic Financial...
Education
Texas State University-San Marcos 2000 — 2004
Bachelor of Business Administration (BBA), Finance, General
JPMorgan Chase September 1998 - Present
Chase Home Lending September 1998 - Present
Chase Home Finance 1998 - 2013
HomeFederal Bank June 1974 - November 1995
Skills
Supervisory Experience, Real Estate, Organizational..., Business Writing
Education
Abilene High School
General Education, General Education
Texas Tech University
Wells Fargo Advisors, LLC January 2003 - Present
JPMorgan Chase October 1998 - January 2003
Education
Texas Tech University 1976 — 1981
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law