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
JPMorgan Chase May 2013 - Present
JPMorgan Chase January 2008 - April 2013
Skills
Windows, Outlook, Social Media, Spanish, Social Networking, Retail, Administration, Marketing, Customer Satisfaction, PowerPoint, Microsoft Excel, Mac, Sales, Customer Service, Research, CRM
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Marketing
Morgan Stanley February 2015 - Present
Morgan Stanley June 2014 - January 2015
J.P. Morgan April 2013 - April 2014
J.P. Morgan April 2012 - April 2013
JPMorgan (Hong Kong) January 2012 - April 2012
JPMorgan (Hong Kong) February 2010 - January 2012
JPMorgan Chase July 2009 - February 2010
JPMorgan Chase July 2008 - July 2009
Baruch College February 2003 - July 2008
New Oriental School (Wuhan, China) June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Strategy, CRM, Securities, Financial Reporting, Financial Services, Finance, Due Diligence, Financial Accounting, Leadership, Bloomberg Terminal, Fixed Income, Bloomberg, Asset Managment, Process Improvement, Microsoft Excel, Banking, Analysis, Credit, Internal Controls, Account Reconciliation, Relationship Management, Auditing, Financial Risk, Investments, Asset Management, Data Analysis, Cash Management, Accounting, Forecasting, Private Equity, Alternative Investments, Economics, Valuation, Strategic Financial..., Budgets, Tax, Risk Management, Credit Analysis, Business Analysis, Access, Managerial Finance, Credit Risk, Mergers & Acquisitions
Education
City University of New York-Baruch College 2005 — 2008
Bachelor of Arts (B.A.), History
Colegio de Espana 2006 — 2007
Diploma, Spanish Language and Civilization
JPMorgan Chase April 2012 - December 2013
JPMorgan Chase April 2010 - March 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Teamwork, PowerPoint, Banking, Financial Analysis, Risk Management, Analysis, Economics, Accounting, Photoshop, Data Analysis, Outlook, Business Analysis, Management, Finance, Sales, Marketing, Credit, Business Strategy, FM/2
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.)
Premier Home Health Care Services, Inc September 2014 - Present
Premier Home Health Care Services, Inc June 2014 - September 2014
JPMorgan Chase August 2010 - June 2014
Skills
Customer Service, PowerPoint, Human Resources, Teamwork, Microsoft Excel, Microsoft Office, Outlook, Employee Relations, Microsoft Word, Leadership, Financial Analysis, Time Management, Access, Payroll, Onboarding, HR Analytics, Workers Compensation
Education
Mercy College 2015 — 2017
MS, Human Resource Management, Human Resources Management and Services
Baruch College, City University of New York (CUNY) 2010 — 2013
Bachelor of Business Administration (BBA), Human Resources Management and Services
Westchester Community College 2006 — 2009
Associate of Science (A.S.), Business Administration and Management, General
Ossining High School 2002 — 2006
High school diploma
Dhillon July 2014 - Present
JPMorgan Chase September 2013 - July 2014
Citi April 2013 - September 2013
Sportsland, inc September 2009 - March 2013
Envy Perfumes January 2007 - July 2009
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Office, Strategic Financial..., Office Administration, Project Management, Sales Management, Account Management, Customer Service, Analysis, Budgets, Finance, Loans, Time Management, Financial Planning
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
HSBC Bank USA N.A. October 2012 - Present
Imperial Marketing Group January 2008 - Present
Legend Securities Inc. February 2011 - October 2012
JPMorgan Chase May 2006 - October 2010
CIP (Communication Information Promotion) Marketing Firm August 2005 - January 2010
Brick City Promotions June 2003 - July 2005
Skills
PowerPoint, Excel, Word, Customer Service, Retail, Securities Trading, Marketing, Finance, Banking, Insurance, Social Media Marketing, Social Networking, Social Media, Strategic Planning, Market Research, Advertising, Marketing Strategy, Blogging, Financial Modeling, Fashion, Microsoft Excel, Outlook
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
Bachelor of Business Administration, Marketing Management & Advertisement
Kingsborough Community College, CUNY 2001 — 2002
Associate, Applied Science - Business Administration
Barclays November 2014 - Present
Deutsche Bank June 2007 - Present
Arrow Electronics October 2006 - May 2007
World Fuel Services April 2005 - October 2006
JPMorgan Chase July 1998 - April 2005
KPMG US August 1997 - July 1998
Arthur Andersen LLP January 1994 - August 1997
Skills
CPA, Microsoft Excel, Microsoft Access, Compensation, Deferred Compensation, Executive Pay, Financial Services, Incentive Programs, Mergers, Talent Management
Education
Pace University - Lubin School of Business
MS, Accounting
Baruch College 1987 — 1991
BBA, Finance
J.P. Morgan April 2014 - Present
J.P. Morgan Asset Management- J.P. Morgan Private Bank May 2011 - March 2014
JPMorgan Chase November 2009 - April 2011
Skills
Compliance, Interest Rate Risk..., Private Banking, Retail Banking, Microsoft Office, Mentoring, Cycling, Project Management, Risk Management, Strategy, Quantitative Risk...
Education
Baruch College, City University of New York (CUNY)
UBS Investment Bank June 2013 - Present
Barclays Capital August 2010 - June 2013
UBS Investment Bank 2010 - 2010
Goldman Sachs September 2004 - January 2009
Tiger Management 2009 - 2009
JPMorgan Chase April 2000 - August 2004
Chase Cardmember Services 2000 - 2004
Skills
Equities, Forecasting, Derivatives, Auditing, Budgets, Product Control, Corporate Finance, Finance, Investment Banking, Sarbanes-Oxley Act
Education
Pace University 2003 — 2006
MBA, FINANCIAL MGMT & INT'L BUSINESS
Baruch College, City University of New York (CUNY) 1999 — 2001
BBA, FINANCE & INVESTMENTS
Baruch College, City University of New York (CUNY)
Citco Fund Services January 2015 - Present
Citco Fund Services August 2013 - December 2014
JPMorgan Chase August 2011 - August 2013
Medallion Financial August 2010 - August 2011
Skills
Financial Analysis, Accounting, Corporate Finance, Alternative Investments, Valuation, Private Equity, Fixed Income, Equities, Fund Accounting, Account Reconciliation, Bonds, Financial Modeling, Portfolio Management
Education
Baruch College 2008 — 2011
BBA, Accountancy
Lahore School of Economics 2006 — 2008
Bachelor of Science, Finance
North Shore Animal League America November 2008 - March 2010
JPMorgan Chase October 1983 - June 2008
Skills
Branch Management, Microsoft/Word/Excel/Pow..., Fluent in Italian, Banking, Leadership, Training, Customer Service, Marketing, Microsoft Office, CRM, Customer Satisfaction, Sales, PowerPoint, Microsoft Word, Team Building, Strategic Planning, Sales Management, Software Documentation, Marketing Strategy, Social Media
Education
Barry Tech 2007 — 2008
Certified Veterinarian Assistant, Veterinary/Animal Health Technology/ Veterinary Assistant
American Institute Of Banking 1990 — 1993
Financial Concepts
Baruch College
B.S. Program in Computer Science, Computer Science
JPMorgan Chase July 2014 - Present
Morgan Stanley Wealth Management October 2012 - July 2014
SDC Services, Inc 2011 - October 2012
UBS Financial Services, Inc 2011 - 2011
NYSE Euronext 2011 - 2011
Goldman, Sachs & Co 2007 - 2011
Skills
SDLC, Business Analysis, SQL, Bloomberg, HTML, Essbase, Requirements Gathering, Business Requirements, Visio, Report Writing, Remedy Ticketing System, Quality Center, Telelogic DOORS, SharePoint, Data Migration, Migration Projects, Lotus Notes, Peer Reviews, Validation, Microsoft Excel, Finance, Microsoft Office, Project Management, Equities, Analysis
Education
Technical Institude of Technology 2014 — 2014
Project Management
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
B.B.A, Finance
Flamingo Road May 1972 - Present
BNY Mellon October 2006 - May 2013
JPMorgan Chase April 1982 - October 2006
Skills
Bands, Music, Drums, Rock Music, Music Education, Guitar
Education
City University of New York-Baruch College 1977 — 1981
Bachelor of Business Administration (BBA), Marketing/Computer Science
JPMorgan Chase August 2013 - Present
Siemens Enterprise Communications August 2005 - April 2013
MasterCard International August 1991 - January 2004
Micro HealthSystems, INC August 1990 - May 1991
Image Business Systems November 1988 - June 1990
Butler International May 1980 - November 1988
Skills
Product Management, Vendor Management, Program Management, Cross-functional Team..., PMP, Project Management, Telecommunications, Management, PMO, SDLC, Business Development, Leadership, Change Management, Product Development, Software Development, E-commerce, Business Analysis, Payments, Team Leadership, Integration, Strategic Partnerships, VoIP, Project Portfolio..., Security, Risk Management, Information Technology, Strategy, Professional Services, SaaS, IT Strategy, Team Building, Project Planning, Business Process..., Pre-sales, Emerging Technologies, Cloud Computing, Outsourcing, IT Management, Mobile Devices, Enterprise Software, Resource Management, Software Project..., Business Process, smart cards, Management Consulting, System Development, payment systems, EMV, Credit Card Transaction...
Education
City University of New York-Baruch College 1980 — 1982
Master of Business Administration (M.B.A.), Finance
New York University
Master of Public Administration (M.P.A.), Public Policy Studies
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Economics
Anchor Fundings August 2015 - Present
JPMorgan Chase June 2014 - July 2015
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Editing, Accounting, Project Management, Teamwork, Research
Education
Baruch College, City University of New York (CUNY)
City University of New York-College of Staten Island
HS of Economics and Finance
Citi March 2014 - Present
JPMorgan Chase & Co January 2012 - March 2014
JPMorgan Chase June 2010 - August 2011
HORIZON ASSET MANAGEMENT, INC February 2007 - May 2007
UBS September 2006 - December 2006
AIG June 2003 - December 2003
Hellenic Army January 1992 - June 1993
Skills
Financial Analysis, Loans, Mortgage, Portfolio Management, Portfolios, Commercial Lending, Credit Analysis, Credit, Mutual Funds, Financial Data, Asset, Real Estate Finance, Asset Management, Cash Management, Mortgage Lending, Asset Managment, Credit Risk, Trading Strategies, Hedge Funds, Financial Risk, FX trading, Fixed Income, Loan Origination, Financial Modeling, Banking, Commodity, Risk Management, Hedging, Bloomberg, Proprietary Trading, Series 7, Equities, Bonds, Alternative Investments, Options, Derivatives, Wealth Management, Equity Trading, Foreign Exchange, Series 63, Mortgage Banking, Electronic Trading, Capital Markets, Currency, Investment Banking, Financial Markets, FX Options, Trading Systems, Real Estate Economics, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), FINANCE - INVESTMENTS
Overall 2004 — 2008
BBA, FINANCE/INVESTMENTS
LaGUARDIA COMMUNITY COLLEGE, CUNY 2000 — 2003
Associate in Science degree (Honors), BUSINESS ADMINISTRATION - FINANCE
Regal Entertainment Group June 2009 - Present
JPMorgan Chase March 2011 - September 2011
Regal Entertainment Group June 2004 - June 2009
UBS January 2009 - May 2009
Skills
Financial Analysis, Customer Satisfaction, Risk Management, Investments, Banking, Loans, Cash Management, Accounting, Credit, Leadership, Analysis, Finance, Management, Budgets, Forecasting, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, CRM, Social Networking, Project Management
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
Bachelor of Business Administration (BBA), Finance & Investments
Baruch College, City University of New York (CUNY) 2005 — 2009
Bachelor's degree, Accounting and Finance
JPMorgan Chase February 2014 - Present
Baruch Investment Management Group January 2013 - January 2014
JPMorgan Chase February 2013 - August 2013
Baruch Investment Management Group April 2012 - December 2012
Merrill Lynch June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Reuters 3000, Financial Analysis, Public Speaking, Team Management, Bloomberg, Portfolio Management, Bloomberg Terminal, Financial Modeling, Investments, Finance, Start-ups, Teamwork, Analysis, Management, Data Analysis, Valuation
Education
City University of New York-Baruch College 2009 — 2014
BBA, Finance
Self-employed April 2001 - Present
JPMorgan Chase 2001 - 2013
JPMorgan Chase 2001 - 2013
Robert Half Legal 2005 - 2008
Robert Half Legal 2005 - 2008
Education
City University of New York-Baruch College
Heriot-Watt University
Tel Aviv University
The Hebrew University
Universität Wien
Western Michigan University
pardee rand graduate school
JPMorgan Chase January 2012 - Present
Baruch College October 2010 - June 2011
Robeco April 2000 - June 2008
Tiedemann Trust Company October 1999 - April 2000
Bankers Trust July 1993 - June 1999
Skills
Financial Analysis, Portfolio Management, Compliance, Treasury, Risk Arbitrage, Equity Trading, Options, Trading, Financial Markets, Due Diligence, Derivatives, Banking, Equities, Bloomberg
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Masters, Finance
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
Bachelor of Science, Accounting
Citi June 2014 - Present
JPMorgan Chase July 2007 - October 2013
Skills
Investments, Series 6, Series 63, Life Insurance, Consumer Lending, Retail Banking, NYS Notary Public, Financial Modeling, PowerPoint
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
BBA, Finance & Investments, 3.0
J.P. Morgan September 2014 - Present
JPMorgan Chase April 2013 - September 2014
JPMorgan Chase July 2010 - March 2013
JPMorgan Chase June 2008 - June 2010
Saint Laurent September 2009 - December 2009
Redeemer Presbyterian Church August 2006 - December 2008
Skills
Banking, Commercial Banking, Portfolio Management, Sales, Customer Service, Organization, Project Management, Event Planning, Reporting & Analysis, Marketing Communications
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor of Arts (BA), English Language and Literature, General
Natalie Greaves-Peters, RD March 2013 - Present
Montefiore Medical Center March 2012 - September 2012
New York University 2011 - 2012
Entrepreneur - Business Transformation Strategist 2008 - 2010
JPMorgan Chase 2001 - 2008
Skills
Project Management, Nutritional Counseling, Nutrition Education, Clinical Nutrition, Public Health, Research, Strategic Communications
Education
New York University 2009 — 2013
Master of Science (MS), Nutrition and Dietetics
City University of New York-Baruch College 1997 — 2001
Bachelor of Business Administration (BBA), Computer Information Systems, Mathematics
J.P. Morgan February 2012 - Present
JP Morgan Chase October 2010 - January 2012
JPMorgan Chase September 2008 - September 2010
AXA Advisors January 2006 - August 2007
Skills
Investments, Portfolio Management, Risk Management, Finance, Strategy, Capital Markets, Financial Services, Marketing, Financial Advisory, Retirement, Financial Modeling, Leadership Development, Financial Analysis, Banking, Fixed Income, Bloomberg, Credit, Loans, Valuation, Mortgage Lending
Education
Baruch College 2004 — 2008
BBA, Finance & Investment, Economics
Astoria Bank May 2013 - Present
Wells Fargo June 2008 - May 2013
JPMorgan Chase May 2007 - June 2008
Skills
Business Planning, Small Business Lending, 1031 Exchanges, Equipment Loans, Commercial Mortgages, Small Business..., Underwriting, Investment Banking, Investment Strategies, Insurance, Retirement Plan..., Business Understanding, Commercial Banking, Retail Banking, Succession Planning
Education
Baruch College, City University of New York (CUNY)
Nassau Community College
Indus Capital Partners LLC April 2007 - Present
Citigroup/Tribeca Global Management LLC April 2005 - April 2007
JPMorgan Chase November 2003 - November 2005
Adber Inc November 2002 - November 2003
JPMorgan Chase September 1996 - November 2002
Skills
Hedge Funds, Alternative Investments, Equities, Risk Management, Asset Managment, Equity Research, Options, Securities, Investments, Financial Analysis, Emerging Markets, Bloomberg, Fixed Income, Capital Markets, Trading Systems, Financial Services, Equity Derivatives, Back Office, Middle Office, Investment Banking, Structured Products, Financial Model
Education
Pace University - Lubin School of Business 2005 — 2008
MBA, Finance
City University of New York-Baruch College - Zicklin School of Business 1993 — 1996
BBA, Finance
Szkoła Główna Handlowa w Warszawie / Warsaw School of Economics 1986 — 1988
Economics
Ascend Pan-Asian Leaders, Brooklyn College Chapter April 2015 - Present
Sports and Arts in Schools Foundation April 2014 - March 2015
Sports and Arts in Schools Foundation August 2014 - February 2015
JCC of Staten Island July 2014 - August 2014
JPMorgan Chase 2013 - 2013
The Joseph A. Forgione Development School for Youth 2012 - 2013
The After-School Corporation (TASC) May 2012 - July 2012
New York City College of Technology February 2012 - May 2012
Tommy Hilfiger Denim June 2011 - November 2011
Defender Security Services February 2010 - June 2010
Skills
Microsoft Office, PowerPoint, Management, Leadership, Microsoft Excel, Teaching, Public Speaking, Word, Excel, Strategic Planning, Windows, Marketing, Social Media Strategist, Presentations, Team Building, Social Networking, Research, Business Management, Mentoring, Microsoft Word
Education
City University of New York-Brooklyn College 2014 — 2015
Bachelor’s Degree, Business, Management and Finance (B.S.); International Business (B.B.A.); Small Bus Mgmt & Urban Ent, 3.8
Baruch College 2012 — 2014
Bachelor's Degree, Operations Managment (Major), History, Economics and Finance (Minor)
CUNY New York City College of Technology 2010 — 2012
Associate's Degree, Marketing Management & Sales (A.A.S.), 3.2
Travel Planners Inc. December 2013 - Present
Green Apple Cleaners September 2013 - December 2013
Municipal Credit Union January 2009 - June 2010
JPMorgan Chase March 2006 - October 2007
Citi June 2003 - July 2005
Skills
Call Centers, Finance, Customer Service, Payroll, Insurance, Microsoft Office
Education
City University of New York-Baruch College 2008 — 2015
Bachelor’s Degree, Business Administration and Management, General
College of Technology
Associate's Degree of Applied Science, Business Administration and Accounting
pamella roland January 2015 - Present
Northbound Executive Search November 2013 - January 2015
BMP Media Holdings, LLC November 2012 - May 2013
JPMorgan Chase July 2012 - August 2012
Skills
Knowledge of Microsoft, Proficient in Microsoft..., Proficient in Microsoft..., Microsoft Excel, Invoicing, Payroll, Data Entry, Financial Statements, Microsoft Office, Administration, PowerPoint, Research, Accounts Payable &..., Weekly Revenue Reports, Collections
Education
City University of New York-Baruch College 2012 — 2016
Accounting, Senior
Francis Lewis High School 2008 — 2012
High School Diploma
JPMorgan Chase July 2013 - Present
JPMorgan Chase August 2012 - June 2013
JP Morgan Chase July 2010 - July 2012
New York Life Insurance Company June 2009 - July 2010
Fitch Ratings March 2009 - June 2009
AIG Investments May 2008 - December 2008
Smart Workout February 2007 - May 2008
Skills
Marketing, Banking, Microsoft Word, Management, Asset Managment, Sales, Business Development, Leadership, Access, Outlook, Presenter, Microsoft Excel, PowerPoint, Spanish, Analysis
Education
GSRBM 2015 — 2019
GSRBM 2014 — 2016
Baruch College, City University of New York (CUNY) 2006 — 2010
BA, Finance and Latin American Studies
Abbott August 2015 - Present
Santander Bank, N.A. July 2014 - August 2015
Santander Bank, N.A. July 2013 - July 2014
JPMorgan Chase June 2012 - July 2013
Touchdown Media Inc. February 2008 - June 2013
Western Union February 2008 - August 2010
Skills
Sales, Marketing, Banking, Customer Service, Time Management, Accounting, Management, Microsoft Office, CRM, Credit, Microsoft Excel, Financial Services, Loans, Training, Portfolio Management, Finance, PowerPoint, Microsoft Word, Market Research, Forecasting, Financial Analysis, Credit Analysis, Risk Analysis
Education
Baruch College 2011 — 2016
Bachelor of Business Administration (BBA), Finance and Investment
Benjamin N Cardozo High School 2007 — 2011
Baruch College February 2013 - December 2013
JPMorgan Chase June 2013 - August 2013
Merrill Lynch September 2012 - December 2012
Sheffield Haworth March 2012 - July 2012
Bank of Suzhou May 2011 - July 2011
Community College of Philadelphia October 2010 - May 2011
Skills
Bloomberg, Accounting, Microsoft Office, Mandarin, Outlook, Microsoft Excel, Salesforce.com, PitchPro, Evestment, Morningstar, Institutional Investors, SNL, Financial Modeling, Valuation, Corporate Finance, Asset Management
Education
City University of New York-Baruch College 2011 — 2014
Bachelor of Business Administration (B.B.A.), Major: Finance/Investment; Minor: Mathematics, Overall G.P.A.: 3.97/4.00
Management Leadership for Tomorrow June 2014 - Present
Minie's Professional Services February 2014 - Present
Baruch College October 2013 - Present
JPMorgan Chase & Co. June 2015 - August 2015
Morgan Stanley October 2014 - November 2014
CUNY - Student Leadership Academy June 2014 - June 2014
Christmas Tree Shops September 2012 - June 2014
JPMorgan Chase April 2014 - April 2014
JPMorgan Chase April 2014 - April 2014
Skills
Leadership, Mentoring, Teaching, Communication, Multi Tasking, Organization, Public Speaking, Critical Thinking, Analysis, Management, Teamwork, Customer Service
Education
City University of New York-Baruch College 2012 — 2016
Bachelor's Degree, Finance, General, 3.57
Prudential Financial September 2014 - Present
JPMorgan Chase November 2013 - August 2014
Prudential Financial July 2012 - November 2013
JPMorgan Chase January 2009 - July 2012
JPMorgan Chase & Co. August 2007 - January 2009
JPMorgan Chase & Co. January 1997 - August 2007
Skills
Computers, Problem Solving, Teamwork, Teaching, Customer Oriented, Access, Printers, Software Installation, Technical Support, Time Management, Troubleshooting, Windows 7, Laptops, Call Centers, Disaster Recovery, Project Management, Lotus Notes, Business Analysis, Vendor Management, IT Management, Windows, IT Strategy, Process Improvement
Education
CUNY New York City College of Technology 1996 — 1998
Associate's degree, Accounting
City University of New York-Baruch College
Associate's degree, Computer and Information Sciences and Support Services
PwC March 2015 - Present
EY November 2013 - February 2015
JPMorgan Chase June 2011 - August 2011
Basel Asset Management May 2010 - December 2010
Merrill Lynch July 2006 - August 2006
Skills
Bloomberg Terminal, Lotus Notes, GoSystems, Tax, Due Diligence, Auditing, Financial Services, Economics, Wealth Management, Financial Analysis, Microsoft Excel, Financial Accounting, Microsoft Word, QuickBooks
Education
Baruch College 2012 — 2013
Master of Science (M.S.)
City University of New York-Baruch College 2008 — 2012
Bachelors of Business Administration
Syosset High School
TD May 2015 - Present
JPMorgan Chase September 2013 - May 2015
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Bachelor's degree, Political Science; Law and Policy
Sophie Davis School of Biomedical Education / City University of New York Medical School 2012 — 2013
Bachelor of Science / Doctor of Medicine, 4.0; transferred after first year
Long Island City High School, Queens, NY 2008 — 2012
NYS Advanced Regents Diploma with Honors, 97% cumulative GPA, ranked 5/628
JPMorgan Chase June 2008 - Present
Bear Stearns 2005 - 2008
Skills
Human Resources, PeopleSoft, Employee Relations, Outlook, Administrative..., Recruiting
Education
Baruch College
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Brookfield Asset Management January 2004 - May 2013
CBNY Broker October 2000 - April 2003
JPMorgan Chase October 2000 - April 2003
Deutsche Bank April 2000 - April 2003
J.P. Morgan October 1998 - April 2000
Chase April 1993 - October 1998
Skills
Securities, Portfolio Management, Banking, Fixed Income, Equities, Mutual Funds, Financial Services, Customer Service, Investments, Bloomberg, Capital Markets, Asset Management, Cash Management, Financial Reporting, Trading, Accounting, AML, KYC, Regulatory Compliance, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY)
ACG, Inc. January 2014 - Present
WellAWARE Systems August 2012 - February 2013
Xerox HR Solutions, LLC August 2009 - July 2012
JPMorgan Chase March 2004 - November 2008
JPMorgan Chase September 2002 - March 2004
Fitzmaurice & Company, LLC September 1997 - April 2002
Skills
Customer Service, Management, Marketing, Human Resources, Account Management, Administrative..., Payroll, Call Centers, Microsoft Office, Microsoft Excel, Time Management, Data Entry, Employee Benefits, Invoicing, Outlook, Accounts Receivable, Accounts Payable, Account Reconciliation
Education
City University of New York-Baruch College 1985 — 1991
BBA
Norman Thomas H.S. 1982 — 1985
Regents High School Diploma
MRM//McCann September 2015 - Present
Ogilvy & Mather September 2013 - September 2015
Abbott Laboratories July 2012 - June 2013
Abbott Nutrition January 2012 - July 2012
Abbott Laboratories July 2011 - February 2012
Abbott Laboratories January 2011 - July 2011
Abbott Laboratories June 2010 - December 2010
Cents Ability 2009 - 2010
Con Edison January 2008 - January 2009
JPMorgan Chase 2004 - 2004
Skills
Strategic Financial..., Essbase, Hyperion Enterprise, Accounting, Financial Modeling, SAP, Financial Analysis, Finance, Valuation, Internal Audit, Hyperion HFM, Excel, Financial forec, Microsoft Excel, Financial Reporting, Capital Budgeting, Basel II, Basel III, Compliance, Visual Basic, SAP BI, SAP BW, Financial Forecasting, Analysis, Demand Forecasting, Large-scale Data..., C++, Financial Econometrics, Structured Commodity..., Purchasing Processes, Bloomberg Software, Reuters 3000, Trading, Baselining, Basel I, SAP ECC, SAP ERP, Budgets, Forecasting, Sarbanes-Oxley Act, Consolidation, Variance Analysis, Cost Accounting, Video Games, Business Development, Digital Strategy, Xbox One, PS4, Nintendo
Education
City University of New York-Baruch College 2007 — 2010
BBA, Finance, Investments and Mathematics
James Madison
Academy of Finance
JPMorgan Chase January 2013 - Present
JPMorgan Chase May 2012 - December 2012
Bank of America December 2010 - December 2011
Bank of America May 2007 - December 2011
Banc of America Securities June 2004 - April 2007
Skills
Financial Modeling, Financial Analysis, Fixed Income, Portfolio Management, Banking, Equities, Capital Markets, Credit, Underwriting, Credit Analysis, Valuation, Investment Banking, Process Improvement, Financial Risk, Loans, Commercial Lending, Risk Management, Due Diligence, Credit Risk, Analysis, Securities, Cross-functional Team..., Investments, Treasury Management
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA;, Cross Continent MBA
Baruch College, City University of New York (CUNY) 2002 — 2004
BBA, Computer Information Systems, International Business
New York Small Business Development Center August 2015 - Present
Gotyme Inc September 2013 - Present
J.P. Morgan Securities LLC August 2012 - August 2015
JPMorgan Chase December 2011 - August 2012
AMR Capital January 2010 - August 2011
RBC Capital Markets January 2009 - December 2009
The Law Offices of Joel September 2008 - January 2009
Skills
Equities, Investments, Notary Public, Financial Analysis, Risk Management, Series 7, Series 63, Asset Management, Trading
Education
Baruch College, City University of New York (CUNY) 2015 — 2017
Master of Business Administration (MBA), Finance, Economics
University at Buffalo 2004 — 2008
Bachelor of Arts, Sociology
State Street January 2014 - March 2014
Bank of America Merrill Lynch March 2013 - July 2013
JPMorgan Chase January 2009 - June 2012
Interlink Properties, LLC July 2007 - January 2009
JPMorgan Chase February 2004 - July 2007
JPMorgan Chase September 2002 - February 2004
JPMorgan Chase December 1997 - September 2002
Bankers Trust August 1994 - January 1997
Skills
Bloomberg, Corporate Actions, Financial Analysis, Account Reconciliation, Mutual Funds, Fund Accounting, Fixed Income, Accounting, Risk Governance, Audit investigation, MIS Reporting, Project Management, Foreign Exchange, Cash Management, Trade Settlement, Cash Settlement, Research and..., Securities, Financial Reporting, Equities, Banking, Settlement, MIS, Risk Management, Finance, Access, Payments, Asset Management, Global Custody, Financial Risk, Financial Services, Portfolio Management, Credit, Corporate Finance, Financial Statements, Auditing, Sarbanes-Oxley Act, Internal Audit, Private Equity, Fund Administration, Hedge Funds, Derivatives, AML, Trading, Analysis, Valuation, Back Office, Investments, Investment Banking, Capital Markets
Education
City University of New York-Baruch College 2012 — 2012
Certificate in Forensic Accounting
Baruch College 1985 — 1991
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase December 2013 - Present
Morgan Stanley November 2007 - December 2013
Citi November 2006 - September 2007
Towers Perrin April 2006 - August 2006
Skills
Microsoft Excel, Managing Database, Statistical Data..., Operational Risk, Portfolio Management, Derivatives, Fixed Income, Trading, Financial Risk, Auditing, Operational Risk..., Risk Management, Hedge Funds
Education
Baruch College
Master of Business Administration (M.B.A.), Finance, General
State University of New York at Albany
Bachelor of Science, Business Administration and Management, General
Friedman LLP November 2011 - Present
Chicago Trading Company October 2006 - February 2009
Office of the Inspector General, Metropolitan Transportation Authority November 2005 - October 2006
Wechter Financial Services June 2004 - August 2004
JPMorgan Chase June 2003 - August 2003
Skills
Financial Analysis, Auditing, Accounting, US GAAP, Leadership, CPA, Internal Controls, Financial Reporting, QuickBooks, GAAP
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2011
MS, Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2001 — 2005
BS, Finance
John P. Stevens High School
PwC June 2014 - Present
KPMG November 2011 - June 2014
Densebrain February 2011 - May 2011
World Technology Corporation September 2010 - January 2011
JPMorgan Chase August 2007 - June 2009
Fam Financial Consultants April 2007 - July 2007
Skills
SOC 1, SAS70, IT Audit, Testing, IT Controls, Financial Risk, Risk Management, Operations Management, Project Management, Credit Derivatives, Valuation Modeling, Strategy, Derivatives, Financial Risk..., Capital Markets, Analysis
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Finance
University of Mumbai 2004 — 2007
Bachelor of engineeing, Information Technology
JPMorgan Chase & Co. April 2013 - Present
JP Morgan Chase July 2011 - April 2013
JPMorgan Chase August 2006 - August 2010
Skills
Credit, Series 6, Banking, Loans, Consumer Lending, Mortgage Lending, Small Business Lending, Commercial Lending, Financial Analysis, Cross Selling, Loan Origination, Life Insurance, Relationship Management, Cash Management, Cash Flow
Education
Queens College 2013 — 2014
Master of Science (MS), Accounting
Queens College 2009 — 2012
Bachelor's degree, Accounting
Baruch College 2003 — 2007
Finance and Investments, Investments and Securities
JPMorgan Chase June 2012 - Present
Dunkin Donuts October 2009 - June 2012
Skills
Customer Service, Customer Satisfaction, Cash Flow, Cash Management, Cashiering, Cash Handling Experience, Management, Sales, Versatility, Verification, Highly detail oriented, Close Attention to..., Positive Can-do Attitude, Performance Appraisal
Education
Baruch College 2013 — 2016
Bachelor's degree, Accounting
CUNY New York City College of Technology 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Accounting
UBS Investment Bank December 2013 - Present
JPMorgan Chase October 2012 - November 2013
Ernst and Young March 2008 - October 2012
Ernst and Young January 2006 - March 2008
Multi-Pure International August 2004 - January 2006
Skills
Financial Modeling, Business Strategy, Valuation, Project Management, Auditing, Strategy, Program Management, Analytics, Accounting
Education
Baruch College 2011 — 2014
Master of Business Administration (MBA)
University of Michigan
BSE, Mechanical Engineering
Stuyvesant High School
The Citco Group of Companies May 2015 - Present
JPMorgan Chase October 2011 - April 2015
Ardent Advisors March 2010 - February 2012
AllianceBernstein February 2006 - February 2009
JPMorgan Chase May 2005 - November 2005
Skills
Equities, Hedge Funds, Excel, PowerPoint, Word, Financial Modeling, Investran, LongView, Omgeo Oasys, Intralinks, Sunguard SDX, Bonds, Accounting, Banking, Mergers & Acquisitions, Trading, Corporate Finance, Leadership, Private Equity, Account Reconciliation, Valuation, Microsoft Excel, Finance, Microsoft Word, Portfolio Management, Investments, Financial Analysis, Business Analysis, Investment Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MBA, Finance, 3.9
University of Mumbai, SIES College 2002 — 2005
BBA, Finance and Economics, First Classs with Distinction
Bombay Scottish School 1988 — 2000
Greater Than One March 2015 - Present
Baruch STARR Career Development Center October 2013 - March 2015
JPMorgan Chase June 2014 - August 2014
EXIT REALTY LANDMARK July 2013 - August 2013
Chinese Cultural Program at P.S. 124 July 2012 - September 2012
Gouverneur Health July 2011 - June 2012
Skills
Microsoft Office, WordPress, Hootsuite, Intranet, Adobe, Photoshop, Social Media, Tumblr
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor’s Degree, Human Resources Management and Services
Brooklyn Technical High School 2008 — 2012
Advanced Regents Diploma, Law & Society
JPMorgan Chase February 2013 - Present
JPMorgan Chase November 2006 - January 2013
Depository Trust Clearing Corporation (DTCC) July 2002 - November 2006
Education
City University of New York-Baruch College - Zicklin School of Business 1999 — 2002
BBA, Computer Information Systems
Verizon March 2012 - Present
JPMorgan Chase June 2010 - August 2012
JPMorgan Chase November 2007 - June 2010
Goldman Sachs May 2007 - September 2007
Mindlance August 2005 - May 2007
Escada USA Inc June 2004 - August 2004
GE Capital International Services February 2000 - August 2003
Skills
Employee Relations, Human Resources, Recruiting, Training, Interviews, Personnel Management, Employee Benefits, Leadership, Management, Strategy, Screening, Performance Appraisal, Career Counseling, Project Planning, Call Centers, Talent Acquisition, Talent Management, Performance Management
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Human Resources Management
Sri Sringer Sharada Institute of Management 1997 — 1999
MBA, Management
Delhi University 1994 — 1997
B.Sc., Science
MCET
MCET
Citibank August 2011 - Present
Citibank May 2006 - July 2011
JPMorgan Chase 2002 - 2006
JPMorgan Chase 2001 - 2002
JP Morgan Chase 1999 - 2001
Scholastic 1997 - 1998
Jobson Publishing 1995 - 1997
Jobson Publishing 1992 - 1995
Skills
Credit Cards, Segmentation, Cross-functional Team..., Financial Services, Analytics, Customer Acquisition, Strategic Partnerships, Management, Mergers & Acquisitions, Leadership, CRM, Project Management, Marketing, Product Development, Strategy, Product Management, Vendor Management
Education
Baruch College, City University of New York (CUNY)
MBA, Management, Strategic Planning
Binghamton University
BA, History
Citigroup August 2006 - Present
JPMorgan Chase 1997 - 2006
Lowe Direct 1995 - 1997
Grey Direct 1992 - 1995
Chapman Direct Advertising 1990 - 1992
Access America Inc./Blue Cross and Blue Shield 1988 - 1990
Hertz 1983 - 1987
Skills
Segmentation, Direct Marketing, Marketing Management, Product Development, Retail, Partnership Marketing, Database Marketing, Customer Acquisition, Direct Response, Cross Selling, Credit Cards, Financial Services, Analytics, Debit Cards, B2B Marketing, Marketing Communications, Integrated Marketing, Customer Retention, Marketing, Loyalty Marketing, Multi-channel Marketing, Marketing Strategy, Digital Marketing, Email Marketing, Campaign Management, Relationship Marketing, Product Launch, E-commerce
Education
Baruch College, City University of New York (CUNY) 1983 — 1988
M.B.A., Marketing Management
Binghamton University - School of Management 1977 — 1981
B.S., Business Management
JPMorgan Chase January 2012 - Present
Chase August 2005 - Present
JPMorgan Chase September 2002 - December 2011
Skills
Credit, Small Business Lending, Consumer Lending, Relationship Management, Retail Banking, Loan Origination, Cross Selling, Lines Of Credit, Branch Management, Cash Management, Series 6, Wealth Management, Deposits, Customer Service, Performance Management, Home Equity Lines of..., Recruiting, Coaching, Employee Relations, Banking, Commercial Banking, Team Leadership, Branch Banking, Loans, Mortgage Lending
Education
City University of New York-Baruch College 2008 — 2011
MPA, Public Adminstration and Nonprofit Management
University of the West Indies, St. Augustine Campus 1994 — 1997
Political Science and Government
JPMorgan Chase January 2014 - Present
JP MORGAN CHASE July 2007 - January 2014
Lehman Brothers May 2006 - January 2007
Lehman Brothers May 2005 - January 2006
Lehman Brothers January 2004 - May 2005
Skills
Data Center, Microsoft Exchange, Servers, Switches, Cisco Technologies, IT Service Management, IT Management, IT Infrastructure...
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Master of Business Administration (MBA)
Stevens Institute of Technology 2002 — 2007
Bachelor of Engineering (B.E.)
JPMorgan Chase March 2013 - Present
JPMorgan Chase September 2011 - February 2013
Patch.com June 2010 - December 2011
United Information Technologies 2008 - August 2011
CenturyLink 2010 - 2011
Verizon May 2001 - December 2006
Verizon July 1989 - March 2001
Skills
Training, Customer Service, Telecommunications, Coaching, Instructional Design, Team Building, Video, Leadership Development, Strategic Planning, E-Learning, Customer Satisfaction, Social Media, Strategic Partnerships, Process Improvement, Change Management, Project Management, Selling, Microsoft Office, Content Management, Cross-functional Team..., Call Center, Call Centers, Quality Assurance, Writing, Procedure Development, Project Planning, Sales, Leadership
Education
City University of New York-Baruch College
Bachelor of Arts (B.A.), Psychology
JPMorgan Chase January 2014 - Present
Talal Abu-Ghazaleh & Co. International May 2012 - September 2013
QBE of the Americas November 2010 - April 2012
Holtz Rubenstein Reminick LLP October 2008 - June 2010
Skills
Financial Reporting, Sarbanes-Oxley Act, General Ledger, Accounting, Internal Controls, Auditing, Account Reconciliation, GAAP, Financial Statements, Financial Analysis, Financial Accounting, Variance Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Catalyst Investors May 2012 - Present
JPMorgan Chase November 2010 - April 2012
Auda International LP November 2009 - November 2010
Deloitte & Touche June 2002 - November 2009
Arthur Andersen September 2000 - May 2002
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
BBA, Accounting
The Mount Sinai Hospital May 2013 - Present
NK360 Designs 2007 - Present
Montefiore Medical Center November 2008 - May 2013
Montefiore Medical Center September 2008 - November 2009
Montefiore Medical Center June 2006 - August 2008
Montefiore Medical Center July 1999 - May 2006
JPMorgan Chase July 1995 - May 1997
Skills
Visio, Editing, Healthcare, Surgery, Content Management, Newsletters, Web Project Management, Project Management, Website Development, CMS, Social Networking, Social Media Marketing, Public Relations, Fundraising, Web Content Management
Education
City University of New York-Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
JPMorgan Chase
Education
Baruch College, City University of New York (CUNY)
Rodan + Fields Dermatologists September 2013 - Present
Spectrum Pacific Learning February 2010 - Present
Spectrum Pacific Learning Company April 2008 - March 2010
National University March 2006 - March 2008
Second Chance June 2005 - February 2006
Ann Taylor March 2004 - March 2005
JPMorgan Chase January 2004 - September 2004
JPMorgan Chase November 1993 - January 2004
The Miller Consulting Group October 1992 - September 1993
Antenna Software (formerly RPA Wireless) May 1990 - October 1992
Skills
Entrepreneurship, Skin Care, Network Marketing, Team Management, Social Networking, Strategic Planning, Management, Project Management, Training, Sales, Customer Service, Small Business, Notary Public, Human Resources, Contract Management, Process Improvement, Program Management, Time Management, Software Documentation, Needs Analysis, Budgets, Accounts Payable, Invoicing, Instructional Design, Learning Management..., E-Learning, Distance Learning, Employee Training, Adult Education, Leadership, Coaching, Team Building, Leadership Development
Education
National University - School of Business and Management 2006 — 2009
MBA, Accounting
Baruch College, City University of New York (CUNY) 2002 — 2004
BBA, Small Business Magement/Entrepreneurship
Fashion Institute of Technology 1999 — 2001
A.A., Fashion Design
New York University - Leonard N. Stern School of Business 1988 — 1990
Business Administration
JPMorgan Chase AVP/HR Bus PartnerJP Morgan Chase/Home Mortgage2006 - Present
JPMorganChase 2006 - Present
JP Morgan Chase 2006 - Present
Chase 2006 - 2008
Education
Baruch College, City University of New York (CUNY)
BBVA September 2013 - Present
Morgan Stanley Wealth Management October 2012 - June 2013
HSBC SECURITIES (USA) INC April 2011 - April 2012
Merrill Lynch November 2010 - January 2011
US Census Bureau March 2010 - July 2010
JPMorgan Chase February 2007 - November 2009
Global Credit Risk Management February 2005 - February 2007
US Army January 1997 - January 2001
Skills
Reporting & Analysis, Operations, Excel, Graphs, Equity Derivatives, Global Operations, Investment Banking, Process Improvement, Client Retention, Metrics, Pivot Tables, Vlookup, Risk Mitigation, Internal Controls, Equity Derivatives..., Client On Boarding, Customer buy-ins, central point of contact, KYC, Remediation, Bloomberg, Microsoft Excel, Risk Management, Wealth Management, Redemption, Onboarding, Middle Office, FX Options, Trading, Banking, Financial Risk
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Operations Management
JPMorgan Chase July 2012 - Present
Credit Suisse June 2011 - August 2012
Morgan Stanley August 2008 - September 2011
PWC February 2003 - July 2008
American Express TBS Consulting September 1999 - February 2002
Yohalem Gillman & Co., LLP October 1997 - July 1999
Resnick & Co October 1994 - October 1997
Skills
Management, SDLC, Process Improvement, Risk Management, Business Process..., Leadership, Business Analysis, Business Process, Project Management, PMO
Education
Baruch College- Zickland School of Business
Degree: Master, Business Administration
Accounting
Touro College
Degree: Bachelor of Science, Accounting
Baruch College, City University of New York (CUNY)
MBA, Management, Accounting
TIAA-CREF May 2014 - May 2015
JPMorgan Chase December 2012 - November 2013
Merrill Lynch June 2011 - May 2012
Afilias March 2009 - October 2010
Merrill Lynch 2008 - 2008
Morgan Stanley April 1988 - October 2007
Morgan Stanley 1988 - 2007
LF Rothschild 1986 - 1987
Skills
Stakeholder Management, Relationship Management, Data Conversion, Process Engineering, Leadership, Vendor Management, SDLC, Analysis, Business Analysis, Project Management, Visio, Program Management, Testing, Quality Assurance, Management, Business Requirements, Project Portfolio..., Project Planning, User Acceptance Testing, MS Project, Software Project..., PMO, PMP, Requirements Gathering, Risk Management, Business Process..., Requirements Analysis, Business Intelligence, Integration, Process Improvement, Resource Management, Software Documentation, Business Process, Agile Methodologies, Systems Analysis, IT Strategy, Portfolio Management, Project Delivery, IT Management, Microsoft Project
Education
PMTI 2012 — 2012
PMP Certification
Baruch College, City University of New York (CUNY) 1978 — 1981
MBA, Finance/Investments
University at Buffalo 1973 — 1977
BA, Economics
State University of New York at Albany 1973 — 1975
BA, Economics
Roosevelt HS
Roosevelt HS
Citizens Bank August 2015 - Present
Wells Fargo October 2012 - Present
JPMorgan Chase January 2010 - September 2012
CVS Caremark Corporation September 2002 - December 2009
Skills
Credit, Banking, Consumer Lending, Loans, Small Business Lending, Lines Of Credit, Financial Analysis, Cash Management, Credit Analysis, Mortgage Lending
Education
Baruch College 2007 — 2010
BBA, Accountancy
JPMorgan Chase 2003 - Present
Verizon July 1996 - December 2002
JPMorgan Chase December 1979 - July 1996
Skills
Access, Lotus Notes, Excel, PowerPoint, Word, VM/CMS, Fortran, REXX, Mainframe, Programming, PMO, Analysis, Problem Solving, Process Improvement, Program Management, Governance, Change Management, Business Continuity, Visio, Business Management, Resource Management, COBOL, Outsourcing, Application Development, Disaster Recovery, MS Project, Requirements Analysis, Business Analysis, Documentation, Databases, Customer Relations, Service Delivery, Software Project..., IT Management, Management, Microsoft Word, Project Management, Vendor Management, Project Portfolio..., Software Development, IT Strategy, Risk Management, Leadership, Enterprise Architecture, PMP, ITIL, System Deployment, Integration, IT Service Management, Offshoring
Education
Baruch College, City University of New York (CUNY) 1974 — 1977
MBA, Statistics
City University of New York-Brooklyn College 1969 — 1973
BS, Mathematics
PSEG Services Corporation September 2008 - Present
JPMorgan Chase October 2006 - September 2008
BNY Mellon June 2002 - October 2006
Chase Manhattan Bank 1984 - 2001
Skills
Performance Management, Talent Management, Employee Relations, Change Management, Employee Engagement, Onboarding, Talent Acquisition, Human Resources, HRIS, Succession Planning, Organizational..., Organizational..., Workforce Planning, Leadership Development, Recruiting, Employment Law, Coaching, Employee Benefits, College Recruiting, PeopleSoft, Applicant Tracking..., Employer Branding, Process Improvement, Management, Conflict Resolution, Personnel Management, Organizational Design, Consulting, HR Policies, New Hire Orientations, Career Development, Employee Training, Interviews, Sourcing
Education
College of Saint Elizabeth 2013 — 2015
MS in Management, Organizational Leadership
Center for Applications of Psychological Type (CAPT)
Myers-Briggs Type Indicator Certification Program, June 2011
City University of New York-Baruch College
BBA, Human Resources Management
Fairleigh Dickinson University
SHRM Certification Training, Fall 2011
Self-Employed March 2012 - Present
Centerline Capital Group August 2010 - March 2012
Women in Housing & Finance 2004 - 2012
(self-employed) 2009 - July 2010
Washington Mutual February 2006 - January 2009
The Parodneck Foundation 2006 - 2009
Women in Housing and Finance, Inc. 1995 - 2009
New York State Housing Finance Agency April 2004 - February 2006
JPMorgan Chase June 1995 - April 2004
Consolidated Asset Recovery Corporation August 1991 - June 1995
Skills
Real Estate, Loans, Affordable Housing, Real Estate Economics, Underwriting, Financial Structuring, Tax Credits, Due Diligence, Mortgage Lending, Budgets, Non-profits, Asset Managment, Credit, Finance, Program Management, Portfolio Management, Asset Management, Credit Analysis, Commercial Lending, Analysis, Leadership, Banking, Management, Investments, Loan Origination, Funding, Real Estate Financing, Nonprofits, Real Estate Development, Investment Properties, Policy, Disposition, Negotiation
Education
Baruch College, City University of New York (CUNY) 1991 — 1999
Real Estate & Metropolitan Development
Chase Manhattan Bank 1996 — 1996
Formal Credit Training
University of Hartford 1974 — 1976
AA, General
JPMorgan Chase April 1982 - Present
Skills
Fixed Income, Portfolio Management, Investments, Money Market, Swaps
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
BA, SOCIOLOGY/ECONOMICS
Brooklyn Tech 1977 — 1981
Credit Suisse April 2013 - Present
Credit Suisse November 2007 - April 2013
BNY Mellon March 2007 - November 2007
JPMorgan Chase August 2005 - March 2007
Skills
Securities Lending, Portfolio Management, Prime Brokerage, Foreign Exchange, Income Statement, Fixed Income, Equities, Derivatives, Bloomberg, Hedge Funds, Swaps, FX Options, Finance
Education
City University of New York-College of Staten Island 2002 — 2005
Bachelor of Science-Double Major, Finance & Economics, Magna Cum Laude
Baruch College
Bank of New York Mellon April 2006 - Present
JPMorgan Chase April 2001 - April 2006
Colson Service Corp October 1993 - April 2001
Skills
7(A) loans, Secondary Market, Account Reconciliation, Risk Management, Operations Processes, Project Management, Time Management, SBA, Loan Servicing, Government Loans, Small Business Lending, Microsoft Office, Loans Administration, User Acceptance Testing, Operations Management, Finance, Leadership, Accounting, Banking, Loans, Relationship Management, Retail Banking
Education
Baruch College
Citi April 2010 - Present
CIBC June 2007 - January 2009
JPMorgan Chase July 2005 - June 2007
Synygy October 2003 - June 2005
Skills
Financial Analysis, Data Analysis, Compliance, Investments, Municipal Bonds, Securities, Commercial Lending, Mortgage Lending
Education
Rensselaer Polytechnic Institute 1999 — 2003
Bachelor of Science (B.S.), Electrical Engineering
Baruch College 2006 — 2007
Certificate in, Finance and Investment Principles
REW White & Associates August 2009 - Present
Ineum November 2006 - June 2009
Independence Community Bank May 2005 - September 2006
Ineum/Parson March 2004 - May 2005
JPMorgan Chase 1989 - 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Risk Management, Analysis, Risk Assessment, Finance Transformation, Business Analysis, Forecasting, Management, Governance, Finance, Leadership, Financial Services, Project Management, Project Planning, MS Project, Performance Management, Consulting, Compliance, GAAP, KPI implementation, Revenue Recognition, COSO Framework
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
CIT February 2007 - Present
Medco 2006 - 2007
JPMorgan Chase 2003 - 2005
JPMorgan Chase 1999 - 2003
JPMorgan Chase 1995 - 1999
Skills
Event Management, Program Management, Marketing Communications, Marketing Strategy, Marketing, Event Planning, Meeting Planning, Salesforce.com
Education
Baruch College, City University of New York (CUNY)
BBA, Marketing
JPMorgan Chase & Co. September 2014 - Present
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) July 2013 - September 2014
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) March 2012 - July 2013
Aleutian Capital Partners January 2012 - March 2012
JPMorgan Chase September 2010 - January 2012
National Financial Network 2008 - 2010
Skills
Investments, Equities, Financial Modeling, Financial Analysis, Wealth Management, Alternative Investments, Microsoft Excel, Bloomberg, Retirement Planning, Investment Banking, Capital IQ, Insurance, Valuation, Equity Research, Asset Managment, Securities, Financial Statement..., Hedge Funds, Asset Management, Portfolio Management, Loans, Banking, Fixed Income, Finance, Bonds, Corporate Finance, Mergers, Life Insurance, Wealth, Financial Services, Bloomberg Terminal, Mutual Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance and Investments
U.S. Bank June 2007 - Present
Crifasi Real Estate, Inc October 2005 - August 2006
JPMorgan Chase 2000 - 2005
Skills
Banking, Financial Services, Fixed Income, Portfolio Management, Risk Management, Credit, Capital Markets, Financial Analysis, Bonds
Education
Baruch College, City University of New York (CUNY)
BBA
JPMorgan Chase November 2011 - Present
New York Methodist Hospital 2011 - 2014
New York City Employees Retirement System (NYCERS) June 2010 - 2010
Verified Identity Pass, Inc. 2008 - 2009
American Institute of Certified Public Accountants May 1981 - July 2007
Skills
Customer Service, Management, Microsoft Office, Team Building, Budgets, Strategic Planning, Microsoft Excel, PowerPoint, Program Management, Operations Management, Project Management, Employee Relations, Troubleshooting, Access, Recruiting, Social Media, Negotiation, Coaching, Staff Management, Microsoft Word, Teamwork, Call Centers, Human Resources, Training
Education
The City College of New York
Bachelor of Arts (B.A.), Pre-Law & Political Science
Baruch College
Master of Arts (M.A.), Public Administration
Royal Communications Consultants December 2009 - Present
JPMorgan Chase June 2005 - December 2009
Globix Corporation October 2001 - June 2005
Skills
Telecommunications, SDLC, Data Center, Program Management, Project Management, Security, Management, Enterprise Software, Networking, Cisco Technologies, Vendor Management
Education
Baruch College, City University of New York (CUNY) 2004 — 2009
MBA, Management and Finance
JPMorgan Chase
Education
Baruch College, City University of New York (CUNY) 1990 — 1995
BA, SOCIOLOGY/ECONOMICS
Long Island Jewish Medical Center December 2011 - Present
JPMorgan Chase April 2007 - April 2009
The Bank of New York 1989 - 2007
Skills
Mergers & Acquisitions, Risk Management, Business Development, Financial Analysis, Banking, Leadership, Financial Services
Education
Baruch College, City University of New York (CUNY)
BBA, Finance
CCNY
Fidelity Investments April 2010 - Present
Neuberger Berman January 2009 - July 2010
JPMorgan Chase 2000 - 2006
JPMorgan 2000 - 2006
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
Eagle Ship International LLC August 2010 - Present
GIVI FASHION INC January 2008 - July 2010
Global Gateway Comm Inc March 2006 - November 2008
Citi-Habitats October 2003 - March 2006
PMM Technologies January 2002 - February 2004
JPMorgan Chase October 1999 - January 2002
Skills
Diplomacy, Customer Service, Selling, CRM, Market Research, Outlook, Customer Satisfaction, Management, Administrative..., Office Management, Sales, Advertising, Time Management, Property Management, Inventory Management, Windows, Marketing, PowerPoint, Product Development, Sales Management, Contract Management, New Business Development, Real Estate, Negotiation, Marketing Strategy, Microsoft Word, Team Leadership, Team Building, Microsoft Excel, Account Management, Public Speaking, Retail, Employee Relations, Maritime, Operations Management, Trade Shows, Teamwork, Coaching, Business Analysis, Editing, Microsoft Office, Start-ups, Contract Negotiation, Event Management, Marketing Communications, Event Planning, Logistics, Direct Sales, Recruiting, Strategic Planning
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Bachelor's Degree, Business Administration, Management and Operations
City University of New York, Fiorello La Guardia College
Associate Degree, Business Management
New York Real Estate Institute
JPMorgan Chase May 2013 - Present
JPMorgan Chase July 2012 - May 2013
JPMorgan Chase July 2010 - July 2012
JP Morgan Chase June 2006 - June 2010
JP Morgan Chase February 2004 - June 2006
JPMorgan Chase August 2000 - January 2004
PIMCO December 1997 - August 2000
Citiscape Corporation October 1996 - December 1997
McGraw-Hill Federal Credit Union November 1995 - October 1996
Skills
Risk Management, Financial Risk, Fixed Income, Process Improvement, Banking, Finance, Equities, Analysis, Project Planning, Financial Analysis, Investment Banking, Financial Services, Derivatives, Management, Mutual Funds
Education
Baruch College 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Citibank March 2010 - Present
JPMorgan Chase October 2006 - March 2010
FCSB 2004 - 2005
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Management
IBM September 2008 - Present
Deloitte & Touche July 2007 - September 2008
Credit Suisse August 2005 - June 2007
JPMorgan Chase December 2004 - July 2005
Credit Suisse July 2000 - July 2004
Education
City University of New York-Baruch College - Zicklin School of Business 2002 — 2006
MBA, Finance
University of Toronto 1995 — 1999
Bachelor of Science, Computer Science
Wells Fargo June 2013 - Present
Credit Suisse November 2012 - May 2013
JPMorgan Chase June 2012 - August 2012
Peller and Company February 2012 - April 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Bloomberg, Credit, Accounting, Finance, Real Estate, Portfolio Management, Corporate Finance, Loans, Valuation, PowerPoint
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Parallon Workforce Solutions July 2014 - Present
AMN Healthcare June 2015 - Present
Medical Solutions January 2015 - April 2015
HCA, TriStar Centennial Medical Center September 2013 - June 2014
HCA, Grand Strand Regional Medical Center August 2012 - August 2013
Liberty Mutual Group June 2008 - August 2012
Sleepy Hollow Bank June 2007 - May 2008
JPMorgan Chase August 2003 - January 2007
Skills
Nursing, Telemetry, Medical/Surgical, Insurance, Claim, Property & Casualty..., Claims Management, General Insurance, Healthcare
Education
Penn State University 2012 — 2014
Bachelor's Degree, Nursing
Westchester Community College 2008 — 2011
AAS, Nursing
City University of New York-Baruch College 2005 — 2008
BBA, Management
JPMorgan Chase October 2013 - Present
MedSynergies November 2012 - October 2013
Neuberger Berman July 2005 - October 2012
Tenet Healthcare Corporation June 1999 - July 2005
BDO Seidman LLP November 1997 - May 1999
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Accounting
Praxell January 2015 - Present
JPMorgan Chase May 2011 - September 2013
Benchmarq Trading Partners September 2007 - January 2011
Reliance Funds June 2005 - August 2007
Skills
Banking, Loans, Credit, Mortgage Lending, Credit Analysis, Consumer Lending, Commercial Banking, Retail Banking, Mortgage Banking, Loan Origination, Financial Analysis, Portfolio Management, Investments, Microsoft Office, Commercial Lending, Microsoft Excel, Lines Of Credit, Management
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Finance & Investments
Vertical Pharmaceuticals December 2014 - Present
Sanofi June 2013 - December 2014
Altria June 2003 - December 2012
CITIGROUP PRIVATE BANKING August 2000 - June 2003
JPMorgan Chase September 1998 - July 2000
Skills
Mentoring, Sales Management, Retail, Sales Operations, Team Building, Advertising, Sales, Coaching, Recruiting, Account Management, Cold Calling, Program Management, Marketing Strategy, Strategic Planning, Management, Customer Service, Marketing, Key Account Management, Sales Presentations, Market Planning, Merchandising, Key Account Development
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Marketing & Advertising
JPMorgan Chase August 2013 - June 2014
JPMorgan Chase July 2012 - August 2013
JPMorgan Chase February 2011 - August 2011
TRAVELONG INC., Cheapoair.com April 2009 - May 2010
airBaltic January 2008 - March 2009
Skills
Microsoft Excel, PowerPoint, Bloomberg, Financial Analysis, Microsoft Office, Finance, Customer Service, Outlook, Accounting, Bloomberg Terminal, Financial Modeling, Sales Management, Pivot Tables, Financial Reporting, Corporate Finance, Financial Statement...
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
BBA
JPMorgan Chase September 2004 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Baruch College
Bachelor of Business Administration (BBA)
Morgan Stanley June 2013 - Present
Morgan Stanley August 2012 - May 2013
Morgan Stanley June 2012 - August 2012
Sheffield Haworth December 2011 - March 2012
JPMorgan Chase December 2010 - January 2012
Skills
Bloomberg Terminal, Morningstar, Bloomberg, Microsoft Excel, Corporate Finance, Investments, Financial Analysis, Asset Managment, Investment Banking, Reuters 3000, Microsoft Office, PowerPoint
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
BBA, Finance and Investments
Investment Banking Institute 2011 — 2011
Financial modeling and valuation training program
Paul Quinn College 2009 - Present
Stonebriar Community Church September 2005 - April 2010
Paul Quinn College 2006 - 2009
JPMorgan Chase 1999 - 2005
JPMorgan Chase 1991 - 1998
Skills
Office Management, Microsoft Office, PowerPoint, Microsoft Word, Research, Curriculum Design, Community Outreach, Higher Education, Event Planning, Nonprofits, Leadership, Microsoft Excel, Editing, Fundraising
Education
Baruch College
Finance
JPMorgan Chase 2006 - 2008
Internal Revenue Service June 2004 - June 2005
Amalgamated Bank 1999 - 2003
BNY Mellon 1985 - 1991
Skills
Series 63, Series 7, Series 6, Customer Service, Microsoft Office, Securities, Mutual Funds, Investments, Fixed Income, Customer Service..., Customer Service..., Credit
Education
Baruch College
Bachelor of Business Administration (BBA), Finance
Saint John's University
MBA, Finance
Northern Trust Investment, Inc August 2012 - Present
JPMorgan Chase September 2011 - August 2012
J.P. Morgan Chase September 2011 - August 2012
Education
Baruch College 1995 — 2002
Bachler of Business Administration, Marketing Research
FXall October 2011 - Present
JPMorgan Chase June 2011 - November 2011
FXall October 2007 - June 2011
Skills
FX Options, Investment Banking, FX trading, Trading Systems, Electronic Trading, Fixed Income, Foreign Exchange, Currency, Equities, Financial Markets, Market Data, Options, Prime Brokerage, Trading
Education
Baruch College 2010 — 2013
MBA, Finance
J.P. Morgan Asset Management August 2015 - Present
JPMorgan Chase July 2012 - August 2015
Diesel August 2011 - December 2011
Skills
advanced microsoft excel, Salesforce.com, SAP, Lotus Notes, Fixed Income, Alternative Investments, Fund Of Funds, Mutual Funds, Equities, Investment Performance
Education
City University of New York-Baruch College 2008 — 2012
BBA, Accountancy
Flierguy.com October 2011 - Present
JPMorgan Chase May 2011 - September 2011
Skills
Bloomberg, Bloomberg Terminal, Investments, Financial Modeling, Microsoft Excel, Fixed Annuities, Morningstar, Financial Analysis, Equities, Credit Risk, Valuation, ETFs, Corporate Actions, Capital IQ, Finance
Education
City University of New York-Baruch College 2009 — 2013
BBA, Finance
JPMorgan Chase August 2013 - Present
Citi Private Bank January 2011 - August 2013
Citi Private Bank January 2008 - December 2010
Citi Private Bank March 2005 - December 2007
U.S. Trust Company of NY January 2003 - March 2005
KPMG LLP 2001 - 2003
Skills
Financial Analysis, Tax, Risk Management, Asset Management, Excel, PowerPoint, Access, Word, Wealth Management, Finance, Financial Planning, Investments
Education
Baruch College 1997 — 2001
BBA, Finance
JPMorgan Chase June 2012 - Present
NYC School Construction Authority October 2009 - June 2012
Skills
HTML, CSS, Adobe LiveCycle Designer, Photoshop, InDesign, Microsoft Office, Adobe Acrobat, Gretl
Education
Baruch College 2008 — 2012
Bachelor of Business Administration (BBA), Economics
Credit Suisse Investment Bank April 2011 - May 2012
MFGlobal Capital Markets Broker / Dealer May 2010 - March 2011
AIG Investments and Insurance September 2008 - March 2010
JPMorgan Chase November 2004 - February 2008
Skills
SDLC, Business Analysis, Vendor Management, Requirements Analysis, Software Project..., Program Management, Fixed Income, Derivatives, Business Process..., Banking, Risk Management, Process Improvement, Business Intelligence, Equities, Change Management, Requirements Gathering, Business Requirements, PMO, User Acceptance Testing, Visio, Technical Recruiting, MS Project, Agile Methodologies, Business Process..., Quality Center, Project Portfolio..., SharePoint, Project Management, Project Delivery, Data Warehousing, Software Documentation, Systems Analysis, Agile Project Management, JAD, Quality Assurance, Production Support, Release Management, Business Process, Data Migration, Financial Services, Full SDLC, Investment Banking, Credit Analysis, Insurance, Options, Portfolio Management, Analysis
Education
Baruch College
JPMorgan Chase July 2006 - Present
Morgan Stanley May 2005 - May 2006
Celia C. Geng & Co., LLC September 2004 - May 2005
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Baruch College January 2011 - Present
JPMorgan Chase October 2011 - July 2012
United States Marine Corps June 2005 - August 2010
Education
Baruch College 2012 — 2012
Palm Beach State College 2011 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Morgan Stanley November 2013 - June 2014
JPMorgan Chase June 2013 - August 2013
Goldman Sachs January 2012 - May 2013
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, Income Tax, Tax, Financial Analysis, Access, Accounting, QuickBooks, Financial Accounting, Financial Reporting, Financial Modeling, Account Reconciliation, Community Outreach, Auditing, Corporate Finance, PowerPoint, Microsoft Word, Outlook
Education
Baruch College 2010 — 2014
JPMorgan Chase October 2013 - Present
New York City Department of Health and Mental Hygiene December 2011 - October 2013
Guangzhou Metro August 2010 - October 2010
WISE Office at Stony Brook University September 2008 - May 2010
Citi December 2008 - January 2009
Skills
Microsoft Excel, Data Analysis
Education
Baruch College 2011 — 2013
Master of Science (M.S.), Accounting
Stony Brook University 2006 — 2010
Bachelor of Science (B.S.), Information Systems, Business Management
日本大学 / Nihon University 2008 — 2008
Zhixin Middle School
JPMorgan Chase September 2013 - March 2014
JPMorgan Chase May 2012 - September 2013
JPMorgan Chase June 2010 - May 2012
JPMorgan Chase June 2008 - June 2010
Bear Stearns Clearing Corporation October 1999 - June 2008
Skills
Banking, Transaction Processing, Equities, Loans, Portfolio Management, Credit, Financial Risk, Fixed Income, Retail Banking, Relationship Management, Financial Analysis, Investment Banking, Hedge Funds
Education
Baruch College 1979 — 1980
Bachelor of Arts (B.A.), Banking and Financial Support Services
City School of Architecture 1976 — 1979
Engineering Design
City University of New York-College of Staten Island 1974 — 1976
Associate of Arts (A.A.), Application of Engineering
JPMorgan Chase April 2013 - Present
JPMorgan Chase October 2009 - April 2013
JPMorgan Chase July 2005 - October 2009
JPMorgan Chase August 2004 - July 2005
UBS Investment Bank June 2003 - July 2004
Skills
Equities, Equity Derivatives, Market Data, Controls, Location Strategy, OFAC, Instrument Reference..., Business Intelligence, OFAC Risk Assessment, Client List Screening
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Finance and Investments
St. Stephen's College
Bachelor's degree, Physics