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
Texas Department of Family and Protective Services January 2013 - Present
JPMorgan Chase December 2011 - January 2013
ATT September 2009 - December 2011
Ameri Corps. September 2008 - September 2009
Skills
Customer Service, Sales, Customer Retention, Customer Satisfaction, Direct Sales, Sales Operations, Cold Calling, Retail Sales, Merchandising, Account Management, Microsoft Office, Retail, Negotiation, Outlook, Time Management, Community Outreach, Cash Management, Nonprofits, PowerPoint
Education
Baylor University 2008 — 2011
BA, Social Work
Envoy Mortgage May 2014 - Present
JPMorgan Chase June 2012 - May 2014
BRCC Student Government Association January 2012 - May 2012
Wells Fargo Home Mortgage December 2011 - April 2012
Peyton Resource Group April 2010 - December 2010
InterContinental Capital Group December 2009 - April 2010
Ideal Mortgage June 2008 - December 2008
The Mortgage Zone November 2006 - November 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Unifi, Encompass, Calyx Point, LPS, FNMA, FHA, FHLMC, NMLS Licensed, Loans, Customer Service, Mortgage Lending, FHA financing, VA loans, Residential Mortgages, Loan Servicing, Loss Mitigation, Loan Origination, Mortgage Underwriting, USDA, Reverse Mortgages, Refinance, Credit, Credit Analysis, Banking, Mortgage Banking, Investment Properties, REO, FHA Financing, VA Loans
Education
Baton Rouge Community College 2011 — 2012
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 4.0
JPMorgan Chase 2014 - Present
JPMorgan Chase June 2013 - August 2013
Education
Baylor University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
New York City Department of Health and Mental Hygiene January 2014 - Present
JPMorgan Chase 2011 - 2013
Education
Baruch College 2009 — 2012
Bachelor of Business Administration (BBA), Finance and Investments
Pariveda Solutions May 2015 - August 2015
JPMorgan Chase June 2014 - August 2014
Kumon August 2010 - August 2011
Skills
Computer Science, C#, Java, Data Analysis, Bioinformatics, C++, Python, SQL, Xamarin Studio, Github, Perl
Education
Baylor University 2011 — 2015
Bachelor’s Degree, Bioinformatics
Lollipop Cabin April 2003 - Present
JPMorgan Chase February 2001 - July 2003
Skills
Strategic Planning, Process Improvement, Business Analysis, Product Development, Project Management, Negotiation, Team Leadership, Business Development
Education
Bastyr University
Stanford University
The Johns Hopkins University School of Medicine
OutSmart Magazine June 2008 - Present
Goodwill Houston September 2012 - February 2013
Goodwill Houston February 2012 - August 2012
JPMorgan Chase May 2002 - August 2005
JPMorgan Chase July 1987 - June 2002
JPMorgan Chase August 1985 - May 1987
JPMorgan Chase June 1982 - July 1985
JPMorgan Chase April 1978 - May 1982
Northern Virginia Community College July 1971 - July 1977
Hargrave Military Academy September 1969 - June 1971
Skills
Technical Writing, Report Writing, Creative Writing, Photography, Digital Photography, Photo Editing, Photojournalism, Interviewing, Archival Research, PowerPoint, Microsoft Office, Training & Development, Accounting, Internal Communications, Public Relations, Publicity, Proposal Preparation, Website Building, Videography, Video Editing, Conference Coordination, Editing, Interviews, Public Speaking, Press Releases, Proposal Writing, Recruiting, Event Planning, Feature Articles, Social Networking, Training, Magazines, Social Media, Media Relations, Community Outreach, Volunteer Management, Fundraising, Blogging, Social Media Marketing, Nonprofits, Copy Editing, Copywriting, Research, Journalism, Marketing, Software Documentation, Image Editing, Employee Training
Education
Baylor University 1967 — 1969
Bachelor of Arts, Journalism, English, Education
Northern Virginia Community College 1976 — 1977
Associate in Applied Science, Accounting, Cum Laude
Cornerstone University 1965 — 1967
Freshman & Sophmore Classes, Liberal Arts
Ben Lippen School 1961 — 1965
High School Diploma, General Education
Mrs Cooks July 2014 - November 2014
Gravity Payments February 2011 - February 2014
Gravity Payments February 2011 - September 2011
Princess Cruises September 2009 - September 2010
JPMorgan Chase September 2007 - August 2009
Zale October 2006 - August 2007
Disneyland Resort March 2004 - November 2006
Skills
Credit Cards, Underwriting, Customer Service, Payment Card Processing, Cash Handeling, Supervisory Skills, Inventory Management, Phone Etiquette, Bank Reconciliation, Data Entry, Project Coordination, Team Leadership, Microsoft Office, Training, Sales, Microsoft Excel, Team Building, Sales Management, Social Media
Education
Bastyr University 2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Nutrition Sciences
North Seattle College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Nutrition Sciences
Fullerton College 2004 — 2007
Associate of Arts (AA), General Studies
JPMorgan Chase March 2003 - Present
Phoenix College 2005 - 2014
eFunds 2001 - 2002
Murex 1998 - 2000
Sumitomo Bank Capital Markets 1992 - 1998
Deloitte Touche, LLP 1985 - 1989
Skills
Finance, Financial Analysis, Mergers
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance, General, Graduated with Distinction
Baruch College 1981 — 1985
Bachelor of Business Administration (BBA), Accounting, Magna Cum Laude
City Year Inc. August 2014 - Present
JPMorgan Chase May 2011 - August 2014
Enterprise Holdings September 2010 - March 2011
Spurs Sports & Entertainment August 2010 - September 2010
IBC Bank February 2010 - August 2010
Vector Marketing April 2009 - February 2010
Vector Marketing May 2006 - April 2009
Skills
Sales, Sales Management..., Public Speaking, Training, Interviewing Skills, Business Analysis, Business Planning, Relationship Management, Communication Skills, Time Management, Financial Analysis, International Business, Leadership, Microsoft Office, Management, PowerPoint, Microsoft Excel, Customer Service
Education
St. Mary's University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0 / 4.0
Baylor University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Professional Sales, 3.03/4.0
AEG 2014 - Present
Self-employed consultant (finance) 2013 - 2014
The National Consortium for Academics and Sports 2011 - 2013
Tampa Bay Buccaneers, Manchester United, and Glazer Family 2006 - 2009
Tampa Bay Buccaneers, Manchester United, and Glazer Family 2003 - 2009
JPMorgan Chase 2001 - 2002
JPMorgan Chase 1999 - 2001
Skills
Financial Modeling, Data Analysis, Business Intelligence, Microsoft Excel, JD Edwards, SPSS, Sport Stadium Valuations, Sport Arena Financial..., Sport Facility Finance, Venue Management, Regression Analysis, Financial Analysis, Analytics, Business Strategy, ARGUS, Business Analysis, Great Plains Software, Strategy, Sport Team Financial..., Process Improvement, Sports Management, Valuation, Sports Marketing, Financial Statement..., Forecasting, Revenue Analysis, Budget Monitoring, Capital Budgeting, Finance, Management, Marketing, Business Development, Operating Budgets, Budgets, CRM, Competitive Analysis, Strategic Planning, Real Estate Acquisitions, Due Diligence, PowerPoint, Microsoft Word, Leadership, Decks, Economic Modeling, Financial Accounting, Business Planning, Project Management, Cash Flow Analysis, Sensitivity Analysis
Education
University of Central Florida - College of Business Administration 2011 — 2012
Master, Business Administration, 3.70/4.0
University of Central Florida - College of Business Administration 2011 — 2013
Master, Sport Business Management, 3.70/4.0
Bates College
Bachelor of Arts, Interdisciplinary Studies, Environmental Public Policy concentration
Bank of America July 2013 - Present
Bank of America August 2011 - July 2013
Bank of America September 2009 - August 2011
JPMorgan Chase July 2008 - September 2009
Skills
Cash Management, Loans, Credit, Small Business Lending, Loan Origination, Mortgage Banking, Customer Service, Onboarding, Recruiting, Commercial Banking, Lines Of Credit, Consumer Lending, Relationship Management, Retail Banking, Microsoft Office, Team Building, Cross Selling, Coaching, Deposits, PowerPoint, Banking, Commercial Lending, Sales
Education
Baruch College 2004 — 2008
BA, Corporate Communications
Sendero June 2014 - Present
Thread Collection February 2013 - May 2014
Baylor Angel Network January 2013 - May 2014
Keller Capital June 2013 - August 2013
Philip M. Dorr Endowed Investment Fund February 2013 - May 2013
JPMorgan Chase June 2012 - August 2012
Skills
Financial Modeling, Bloomberg, Financial Statement..., Credit Analysis, Economics, Market Risk, Market Research, Trend Analysis
Education
Baylor University 2009 — 2014
BBA, Finance, Entrepreneurship
JPMorgan Chase September 2013 - Present
Bank Hapoalim June 2005 - October 2011
ORIX USA Corporation 1995 - 2004
Lehman Brothers 1986 - 1995
Skills
Corporate Finance, Financial Markets, Banking, Fixed Income, Capital Markets, Portfolio Management, Treasury Management, Equities
Education
Baruch College 1989 — 1991
Executive MBA, Management / Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BS, Economics
J.P. Morgan May 2014 - Present
JPMorgan Chase September 2012 - May 2014
JPMorgan Chase January 2011 - September 2012
JPMorgan Chase June 2010 - September 2010
AXA Advisors March 2009 - June 2009
Skills
Financial Reporting, Microsoft Office, Teamwork, Project Management, Research, Financial Analysis, Money Market, Process Improvement, Analysis, Business Development, Marketing, Leadership Development
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Investments
JPMorgan Chase February 2014 - Present
J.P. Morgan 2012 - 2013
Sigma Alpha Delta Honor Society/Baruch College February 2010 - May 2010
Skills
Tax, Microsoft Excel, Investment Banking, International Tax, Financial Risk, Financial Analysis, Transfer Pricing, Corporate Tax, Financial Reporting, Equity Derivatives, FX Derivatives, Credit Derivatives, Loans
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MS, Taxation
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
BBA, Accounting and English, 3.6
Everbridge February 2015 - Present
Telcare January 2013 - February 2015
TelCare July 2011 - January 2013
Art of Strength June 2010 - March 2011
Lenrock Management Group, LP February 2008 - March 2009
JPMorgan Chase June 2005 - October 2007
Skills
Valuation, Entrepreneurship, Business Strategy, mHealth, Financial Analysis, Data Analysis, Competitive Analysis, Mobile Health, Financial Modeling, Capital Markets, Business Development, Mergers & Acquisitions, Start-ups, Analytics, Strategy, Analysis, Finance, Venture Capital, Program Management
Education
Boston University Questrom School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
Bates College 2000 — 2005
BA, Economics
Moses Brown School 1997 — 2000
High School Diploma
Worldpay US, Inc July 2012 - Present
JPMorgan Chase April 2012 - July 2015
Gordons Jewelers April 2009 - February 2012
Hancock Bank June 2008 - February 2012
JCPenney October 2011 - December 2011
ICF International February 2007 - May 2008
Skills
Sales, Credit, Loans, Mortgage Lending, Banking, Customer Service, Leadership, Retail Banking, Financial Analysis, Commercial Banking
Education
Baton Rouge Community College 2007 — 2011
Business
Georgia Perimeter College
Accounting and Business/Management
JPMorgan Chase April 2010 - Present
Chase Home Finance April 2010 - 2011
Skills
Investment Properties, Loans, Microsoft Excel, Microsoft Word, English, Social Media, Spanish-speaking, Serbian
Education
Baruch College
Phoenyx Fitness January 2010 - Present
JPMorgan Chase August 2007 - May 2011
Wellington Management Company August 2006 - August 2007
JPFAM February 2002 - August 2006
FIDELITY INVESMENTS September 2000 - February 2002
Skills
Equities, Health, Customer Relations, Social Media Marketing, Public Speaking, Program Management, Fitness Training, Email Marketing, Marketing Communications, Nutrition Consulting, Wellness Coaching, Group Exercise, Customer Service, Time Management, Fitness, Fixed Income, Business Development, Leadership, Nutrition, Social Networking, Entrepreneurship, Social Media, Insurance, Marketing, Trading, Mutual Funds, Facebook, Banking, Coaching, Personal Training, Online Marketing, Fundraising, Strategy, Mobile Marketing, FX Options, Weight Training, Corporations, Affiliate Marketing, Strength Training, Blogging, Strategic Partnerships
Education
Baylor University 1992 — 1997
Bachelor of Business, Administration; Real Estate
JPMorgan Chase July 1970 - Present
EWGA NYC - Beginner/Mentor Program 2013 - 2014
LPGA-USGA Girls Golf Program at Moshulo 2008 - 2013
Skills
Banking, Loans, Credit, Mortgage Lending, Investments, Risk Management, Credit Analysis, Financial Analysis, Financial Services, Relationship Management, Compliance, Underwriting, Cash Management, Commercial Banking, Management, Credit Cards, Leadership, Finance, Portfolio Management, Commercial Lending
Education
Baruch College 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance & Investment
Baruch College, City University of New York (CUNY) 1980 — 1985
BBA - Finance & Investment, Banking and Financial Support Services
JPMorgan Chase October 2011 - Present
Wells Fargo August 2004 - October 2011
David's Bridal November 2002 - August 2004
Skills
Consumer Lending, Banking, Credit, Mortgage Lending, Loans, Loan Origination, Mortgage Banking, Sales, Lines Of Credit
Education
Bauder College 1995 — 1997
Associate's degree, Fashion Merchandising/Modeling
The College of New Jersey August 2010 - Present
TCNJ (The College of NJ) August 2005 - July 2010
JPMorgan Chase June 1981 - December 1988
PNC Bank (First Pennsylvania Bank) June 1979 - June 1981
Federal Reserve Bank of NY June 1976 - June 1979
Skills
Financial Modeling, Bloomberg Terminal, Quantitative Analytics, Financial Analysis, Economics, Portfolio Management, Data Analysis, Research, SAS, Statistics, Options, Finance, Valuation, Derivatives, Time Series Analysis, Microsoft Excel, International Finance, Financial Markets, Access, Banking, Higher Education, Capital Markets, Hedge Funds, Bloomberg, Microsoft Office, Asset Allocation
Education
Baruch College, City University of New York (CUNY) 1998 — 2005
Ph.D., Finance
Rutgers, The State University of New Jersey-Newark 1974 — 1976
MBA, Finance and Accounting
Rutgers University-New Brunswick 1970 — 1974
BA, American Studies
The College of New Jersey
Citi June 2013 - Present
JPMorgan Chase June 2010 - June 2013
JP Morgan Chase March 2009 - June 2010
JPMorgan Chase (formerly Washington Mutual) July 2007 - March 2009
Citigroup May 2004 - July 2007
Citi May 1999 - May 2004
Skills
Vendor Management, Project Management, Management, Process Improvement, Risk Management, Credit Cards, Banking, Analysis, Business Analysis, Business Process..., Call Centers, Credit, Financial Services, Portfolio Management, Requirements Gathering, SDLC
Education
Baylor University 1992 — 1996
Bachelor of Arts, Business Administration
inVentiv Communications April 2015 - Present
Wiksell Mallory Productions June 2010 - Present
JPMorgan Chase September 2000 - July 2004
Bank of America November 1996 - August 2000
Skills
Composition, Scoring, Music Production, Music, Production, Credit Risk, Credit Policy, Credit Analysis, Credit, Loans, Mortgage, Analytics, Risk Management, Underwriting, Mortgage Lending, Portfolio Management, Credit Scoring, Loss Mitigation, Financial Risk, Film, Management, Banking, Leadership, Customer Service, Television
Education
Rice University 1977 — 1977
Music Composition
Baylor University 1971 — 1976
Bachelor of Music, Music Composition
IFC - International Finance Corporation September 2012 - Present
FINeCAP PARTNERS January 2011 - September 2012
Government of Guinea March 2009 - January 2011
Goldman Sachs Asset Management August 2005 - March 2009
JPMorgan Chase 2001 - 2005
Arthur Andersen 1999 - 2001
Skills
Emerging Markets, Strategy, Investment Banking, Management Consulting, Financial Analysis, Project Finance, Equities, Africa, Valuation, International...
Education
Baruch College, City University of New York (CUNY) 1997 — 1999
MBA, Finance and Investments
Université Paris Dauphine
Master's, Economics & Finance
JPMorgan Chase February 2014 - Present
JPMorgan Chase February 2013 - January 2014
Opus Trading Fund 2006 - 2010
Deutsche Bank 2005 - 2006
Skills
Financial Modeling, Bloomberg, Valuation, Equities, Financial Analysis, Microsoft Excel, Corporate Finance, Derivatives, Quantitative Analytics, Finance, Investment Banking, Bloomberg Terminal, PowerPoint, Data Analysis, Accounting, Microsoft Word, Fixed Income, Microsoft Office, Research, Financial Accounting, Investments, Equity Research, Capital Markets, Bonds, Equity Valuation, Hedge Funds, Operational Risk, Operational Risk..., Alternative Investments, Private Equity, Securities
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2012
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 2002 — 2006
Bachelor of Arts (B.A.), Economics
Residential Investor One August 2015 - Present
PHH Mortgage October 2014 - August 2015
JPMorgan Chase May 2012 - September 2014
JPMorgan Chase August 2011 - May 2012
Paragon Relocation Resources May 2010 - August 2011
PHH Mortgage December 2005 - May 2010
PHH Mortgage 2003 - 2005
PHH Mortgage 1998 - 2002
Skills
New Business Development, Mortgage Lending, Business Planning, Sales Management, Account Management, Strategic Planning, Sales Presentations, CRM, Sales, Business Development, Leadership, Marketing, Relationship Management, Time Management, Portfolio Management, Mortgage, Selling, Corporate Relocation, Management, Mortgage Banking, Credit, Residential Mortgages, Loan Origination, Banking, Loans
Education
Bates College 1990 — 1994
BA, History
Bates College 1990 — 1994
Bachelor of Arts (B.A.), History
Sharyland ISD July 2013 - Present
Grapevine-Colleyville ISD July 2010 - Present
little elm isd June 2009 - April 2011
Bimbo Bakeries USA June 2004 - March 2009
JPMorgan Chase June 2003 - June 2004
Skills
Leadership, Marketing, PowerPoint, Sales, Spanish, Teaching
Education
Baylor University 1992 — 1996
Baylor University - Hankamer School of Business 1992 — 1996
St. Bernard's School June 2014 - Present
The Buckley School, NYC September 2012 - June 2014
Brunswick School September 2010 - December 2012
Overland June 2005 - August 2010
The Outdoor Academy January 2010 - June 2010
Winged Keel Group September 2009 - December 2009
JPMorgan Chase September 2008 - April 2009
Skills
Social Media, Teaching, Management, Microsoft Office, Editing, Research, Leadership, Blogging
Education
Bates College 2004 — 2008
Bachelor of Arts, History
American University Center of Provence, Aix 2006 — 2007
Wright Capital May 2012 - Present
Liberty Partners November 2004 - March 2012
JPMorgan Chase July 1999 - April 2004
White & Case LLP April 1997 - July 1999
Skills
Investment Banking, Angel Investing, Global Economics, Risk Assessment, Financial Analysis, Fixed Assets, Corporate Law, Commercial Litigation
Education
New York University 1995 — 1997
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Baylor University 1990 — 1994
Bachelor's Degree, Political Science and Government
looking for new opportunity February 2014 - Present
CF Bank August 2013 - January 2014
JPMorgan Chase March 2009 - November 2012
First Place Bank 2009 - 2010
First Franklin December 2003 - August 2007
Bank One 1992 - 1994
Skills
Animal Care, Animal Nutrition, Pet sitting, Credit, Construction Loans, Consumer Lending, Animal Behavior, Home Equity Lines of..., Home Equity Loans, Underwriting, Banking, First Time Home Buyers, Investment Properties, Mortgage Marketing, VA Loans, Certified Mortgage..., Mortgage Servicing, Commercial Lending, Commercial Mortgages, Government Loans, Lines Of Credit, Mortgage Underwriting, Small Business Lending, Real Estate, HUD, Loan Servicing, Credit Risk, Finance, Financial Services, Relationship Management, Portfolio Management, Real Estate Transactions, Debt Consolidation, Wholesale Lending, Non-Conforming, Single Family Homes, Business Relationship..., Mortgage Lending, Mortgage Banking, Residential Mortgages, Loan Origination, FHA, USDA, Refinance, Sales
Education
Bauder College 1989 — 1991
Associates, Fashion Merchandising
dublin coffman high school 1986 — 1989
Penn Foster Career School
Veterinary/Animal Health Technology/Technician and Veterinary Assistant
Morgan Stanley April 2014 - Present
JPMorgan Chase January 2011 - April 2014
Tomorrow's Business Leaders April 2011 - 2013
JPMorgan Chase July 2007 - December 2010
JPMorgan Chase July 2003 - June 2007
Skills
Financial Analysis, Derivatives, Financial Services, Vendor Management, Portfolio Management, Leadership, Team Building, Team Leadership, Banking, Asset Management, Financial Risk, SharePoint, Strategic Partnerships, SDLC, Business Intelligence, Strategy, Business Process..., Project Management, Program Management, Nonprofits, Fundraising, Community Outreach, Management, Employee Engagement, Marketing, Hedge Funds, Change Management, Finance, Mergers & Acquisitions, Operational Risk
Education
City University of New York-Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Finance
Realty Operations Group June 2015 - Present
Metropolitan Transportation Authority (MTA) January 2014 - June 2015
Impark August 2011 - January 2014
ContourGlobal October 2010 - November 2010
The Capstone Partnership January 2010 - March 2010
JPMorgan Chase June 2008 - November 2008
Bear, Stearns & Co. Inc. May 1997 - June 2008
Skills
Employee Relations, Human Resources, Recruiting, Microsoft Excel, Onboarding, PowerPoint, New Hire Orientations, Personnel Management, Performance Management, Employee Benefits, HRIS, Access, Microsoft Word, HR Policies, Succession Planning, PeopleSoft, Taleo, Word, Excel, Collective Bargaining, Union Relations, E-Verify, Talent Management, Talent Acquisition
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration, Human Resources
JPMorgan Chase January 2014 - Present
Ernst & Young September 2008 - January 2014
Education
Baruch College, City University of New York (CUNY) 2004 — 2008
BBA, Accountancy
Brooklyn Technical High School 2000 — 2004
Weldon United Methodist Church associateJPMorganOctober 1996 - April 2009
JPMorgan Chase 1991 - 1996
Texas Commerce Bank 1980 - 1987
Education
Baylor University 1975 — 1979
BA
UniBank for Savings June 2014 - Present
JPMorgan Chase 2002 - August 2013
JPMorgan Chase 2002 - 2002
JPMorgan Chase 1995 - 2002
Chase Manhattan Bank 1986 - 1995
Alpha Software Corporation 1983 - 1986
Skills
SDLC, Banking, Program Management, Integration, Project Management, Management, Leadership, Business Requirements, Business Analysis, Product Management, Security, Requirements Analysis, Vendor Management, Business Development, Quality Assurance, Risk Management, Software Project..., Requirements Gathering, Business Strategy, Testing, Process Improvement, Electronic Payments, Databases, Relationship Management, IT Strategy, Product Development, Cash Management, Treasury Services, Analytics, Business Intelligence, PMO, Project Portfolio..., Governance, Business Process..., Payments, Software Documentation, Enterprise Software, Treasury Management, RSA SecurID, Scrum, Agile Methodologies, Secure Messaging, Financial Services, Platform Management, Coaching, Agile Project Management, Training, Cross-functional Team..., Software Development, product marketing
Education
Bates College 1977 — 1981
BA, Mathematics
Sarma October 2011 - Present
Sarma October 2011 - Present
J.P. Morgan 2010 - 2011
JPMorgan Chase October 2008 - 2010
JPMorgan Chase 2007 - 2008
First United Mortgage Corporation January 2003 - November 2007
Skills
Team Leadership, Customer Service, New Business Development, Strategic Planning, Customer Satisfaction, Retail, Credit Analysis, Creative Problem Solving, Sales, Competitive Analysis, Compliance, Credit Management, Texas Real Estate..., Training, Sales Operations, CRM, Time Management, Leadership, Team Building, Management, Banking, Credit, Customer Retention, Marketing, Loans, Finance, Sales Management, Mortgage Lending, Negotiation, B2B, Marketing Strategy
Education
Bauder College 1979 — 1982
Associate of Arts (AA), Fashion Merchandising
Atlanta's John Marshall High School
Dos Cubanos May 2012 - Present
JPMorgan Chase May 2011 - Present
JPMorgan Chase January 2011 - Present
Legal Seafoods June 2008 - May 2011
Legal Seafood January 2007 - January 2011
Skills
Great interpersonal..., Great communications..., Energetic team player, Competitive, Willingness to grow and..., Positive Can-do Attitude
Education
Baruch College 2012 — 2012
Bachelor's degree, Accounting and Finance
Bergen Community College 2010 — 2012
Associate's degree, Accounting
Baruch College
Bachelor degree, Finance/Entrepreneurship
Bergen Community College
Associate Degree, Accounting/ Business Administration
Citi June 2015 - Present
JPMorgan Chase April 2014 - June 2015
Citi March 2013 - April 2014
AT&T Mobility July 2011 - August 2012
tmobile 2009 - 2011
Skills
Leadership, Finance, Management, Sales, Customer Satisfaction, Team Leadership, Customer Service, Mortgage Lending, Private Clients, Marketing, Personal Finance, Home Equity Lines of..., Small Business..., Foreign Languages, Communication, Investment Management, Private Investment, Investment Banking, Corporate Finance, Project Planning, Product Development, Contract Negotiation, Public Speaking, Teamwork, Analysis, Time Management, New Business Development, Business Strategy, Business Planning, Business Process
Education
Baruch College 2010 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship/Management
Independent Bank Group, Inc. June 2011 - Present
Collin County Homless Coalition 2011 - Present
Harris Creek Baptist Church August 2005 - May 2010
Tallowood Baptist Church February 2002 - August 2005
JPMorgan Chase March 1999 - January 2002
Skills
Training & Development, Strategic Thinking, ROI development, Leadership Development, Business Analysis, Visionary, Financial Analysis, Speech Writing, Critical Thinking, Situational Leadership, Return on Investment, Non-profits, Community Outreach, Employee Training, Nonprofits, Staff Development, Public Speaking, Event Planning, Program Management, Leadership, Loans, Sales, Commercial Lending, Management, Investments, Volunteer Management, Affordable Housing, Theology, Preaching, Non-profit..., Commercial Banking, Strategy, Finance, Team Building
Education
University of St. Andrews 2003 — 2005
M. Litt., Divinity, First
Baylor University 1995 — 1999
MDiv, Theology
South Garland 1986 — 1989
Oracle August 2014 - Present
QBE the Americas December 2009 - December 2012
MetLife 2000 - 2008
JPMorgan Chase 1972 - 2000
Skills
SDLC, Vendor Management, IT Strategy, Enterprise Architecture, Business Analysis, Program Management, Insurance, Business Intelligence, PMO, Process Improvement, Change Management, IT Management
Education
Harvard Business School 1989 — 1989
Advanced Management Program
Baruch College
Master of Business Administration (MBA), Operations Research
CCNY School of Engineering
Bachelor of Science (BS), Computer Science
GE January 2007 - Present
MortgageIT December 2005 - January 2007
Bank of America October 2004 - November 2005
Instinet Corporation September 2000 - November 2002
JPMorgan Chase June 1987 - September 2000
Skills
Business Continuity, Risk Assessment, Disaster Recovery, Risk Management, Business Continuity..., Crisis Management, Integration, Project Management, Financial Analysis, Enterprise Risk..., Operational Risk..., Training, Program Management, Governance, Vendor Management, Information Security..., Process Improvement, Business Process..., Management, Risk Analysis, IT Strategy
Education
Baruch College, City University of New York (CUNY) 1982 — 1987
BBA, Business Administration & Technology
Baruch College, City University of New York (CUNY) 1982 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Technology
Texas Citizens Bank March 2014 - Present
J.Hilburn October 2013 - June 2014
Citizens State Bank November 2012 - March 2014
JPMorgan Chase September 2009 - April 2012
Citizens Reverse Mortgage August 2008 - September 2009
Citizens State Bank June 2007 - August 2008
Citizens State Bank May 2005 - June 2008
First Preference Mortgage Corp. 1996 - 2000
Skills
Series 6, Series 63, Licensed Life Insurance..., NMLS Licensed, Notary Public, FHA, Real Estate, CRM, Commercial Lending
Education
Baylor University 2002 — 2007
BBA, Real Estate
Baylor University - Hankamer School of Business 2002 — 2007
BBA, Real Estate
Midway High School
North Star Resource Group January 2015 - Present
JPMorgan Chase May 2014 - August 2014
Skills
Financial Analysis, Wealth Management, Asset Management, Asset Protection, Financial Modeling, Investments, Wealth Accumulation, Risk Management, Debt Restructuring, Student Loan Management, Private Equity, Healthcare Industry, Economics, Cash Flow, Tax, Microsoft Excel, Accounting, Financial Reporting, Financial Accounting, Public Speaking, Life Insurance, Disability Insurance
Education
Baylor University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
PIVMO March 2015 - Present
JPMorgan Chase September 2012 - March 2015
Bergdorf Goodman September 2014 - December 2014
Claire's Accessories July 2011 - August 2012
Community Newspaper Group January 2012 - March 2012
Skills
Administrative Work, Adobe Creative Suite, Data Entry, Invoicing, Sales, Customer Service, Teamwork, Retail, Time Management, PowerPoint, Retail Sales, Customer Experience, Customer Satisfaction, Leadership, Public Speaking, Facebook, Marketing, Outlook, Social Media Marketing, Merchandising, Advertising, Microsoft Excel, Microsoft Office, Social Media, Photoshop, Social Networking, Microsoft Word
Education
City University of New York-Baruch College 2012 — 2015
Bachelor's degree, Business/Corporate Communications
Kingsborough Community College 2010 — 2012
Associate's degree, Business Administration and Management, General
JPMorgan Chase June 2013 - Present
Capital One December 2009 - June 2013
The Michael Group August 2005 - October 2011
Skills
Banking, Finance, Credit, Risk Management, Portfolio Management, Cash Management, Credit Analysis, Treasury Management, Relationship Management, Loan Origination, Branch Management, Commercial Real Estate..., Real Estate Development, Real Estate Financing, Commercial Real Estate..., Commercial Lending, Loans, Sales, Small Business Lending, Management
Education
Baylor University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
University of South Florida 1999 — 2001
San Marcos Baptist Academy 1998 — 1999
High School
Coppell High School 1997 — 1998
Cistercian Prepatory School 1991 — 1996
JPMorgan Chase July 2014 - Present
State Farm Insurance March 2011 - July 2014
Champion Learning Center October 2008 - December 2010
Genesis Society June 2010 - August 2010
Education
City University of New York-Baruch College 2007 — 2011
Bachelor of Science, Economics
JPMorgan Chase September 2011 - Present
KPMG January 2011 - March 2011
Skills
Credit Analysis, Accounting, Risk Analysis, Microsoft Excel, Cross-functional Team..., Financial Analysis, Powerpoint, Website Development, Credit, Analysis, Portfolio Management, Microsoft Office, Loans, Risk Management, PowerPoint, Credit Risk, Banking, Finance, Financial Modeling
Education
Baylor University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
OCC August 2012 - Present
TEKsystems August 2012 - March 2013
PeopleAnswers March 2012 - August 2012
JPMorgan Chase June 2011 - February 2012
Parago Inc. May 2006 - May 2011
Parago Inc. February 2002 - May 2006
Parago August 2000 - February 2002
Up2 Technology/Excel Communications December 1999 - August 2000
Ericsson 1999 - 2000
Nation's Bank 1998 - 1999
Skills
Quality Assurance, Integration, Business Analysis, Risk Management, Process Improvement, MS Project, Testing, Scrum, Problem Solving, Databases, Automation, Change Management, Software Development, Strategic Planning, Analysis, Process Engineering, Program Management, Microsoft Office, Requirements Analysis, IT Strategy, Microsoft Excel, Agile Methodologies, Public Speaking, Team Leadership, Team Performance, Performance Testing, Customer Service, Software Quality..., Software Quality..., Technology Management, SQL, Agile, Test Planning, Mobile Applications, Management, Leadership Development, Application Support..., Enterprise Architecture, Project Management, Team Mentoring, Test Automation, Offshore Outsourcing, IT Outsourcing, Leadership, SDLC, Project Planning, SaaS, Start-ups, ERP, Team Management
Education
Stagen Institute 2006 — 2007
Certificate of Completion, Integral Leadership Program
Baylor University 1990 — 1995
BBA, Economics
South Garland
Wells Fargo Advisors March 2013 - Present
JPMorgan Chase September 2009 - March 2013
AXA Advisors February 2008 - April 2009
manning passing camp 2007 - 2008
Skills
Investments, Finance, Financial Analysis, Financial Advisory, 401k, Retirement Planning, Equities, Fixed Income, Mutual Funds, Investment Strategies, Asset Allocation, Securities, Asset Management, Series 7, Portfolio Management
Education
Baylor University 2000 — 2005
JPMorgan Chase August 1998 - Present
Bank of America August 2004 - April 2006
Skills
Loans, Portfolio Management
Education
Baruch College 2000 — 2004
Bachelor's Degree, Business
Hofstra University 1997 — 2000
ShoreTel July 2011 - Present
JPMorgan Chase June 2007 - July 2011
Wells Fargo July 2005 - December 2006
Vignette 2003 - 2005
Skills
CRM, Sales, Cold Calling, New Business Development, Customer Satisfaction, Marketing, Management, Account Management, Solution Selling, Cloud Computing, Salesforce.com, Direct Sales, SaaS, Telecommunications, Strategic Partnerships, Direct Marketing
Education
Baylor University 1998 — 2002
B.A, Communications
The New 42nd Street, Inc. January 2014 - September 2015
JPMorgan Chase July 2014 - September 2014
BNY Mellon July 2013 - January 2014
LIDS Sports Group January 2012 - October 2013
Barnes & Noble January 2011 - September 2011
The New 42nd Street, Inc. 2008 - 2011
Skills
Customer Service, Facebook, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Event Planning, Retail, Microsoft Excel, Editing, Outlook, Public Speaking, Creative Writing, Research, Cashiering, Photoshop, Event Management, Blogging, Acting, Mac
Education
Year Up Inc. 2013 — 2014
Financial Operations and Project Management
Murry Bergtraum High School for Business Careers 2005 — 2009
High School Diploma, Accounting and Finance
City University of New York-Baruch College
Investments and Securities
JPMorgan Chase & Co. September 2013 - Present
JPMorgan Chase October 2011 - September 2013
JPMorgan Chase & Co. September 2008 - October 2011
Washington Mutual Bank August 2005 - September 2008
Washington Mutual Bank May 2003 - August 2005
Skills
Project Management, SDLC, Banking, Business Analysis, Process Improvement, Strategic Planning
Education
Baylor University 2013 — 2015
M.B.A., Executive MBA
Texas State University 2001 — 2003
B.A., Accounting and Finance
The Lubrizol Corporation August 2015 - Present
BP January 2013 - August 2015
BP May 2011 - January 2013
BP September 2010 - May 2011
BP January 2007 - November 2010
Link Staffing Services April 2006 - December 2006
JPMorgan Chase November 2004 - April 2006
JPMorgan Chase November 2000 - November 2004
JPMorgan Chase & Co. September 1999 - November 2000
JPMorgan Chase & Co. April 1999 - September 1999
Skills
Executive Coaching, Culture Change, Training & Development, Coaching, Public Speaking, Management Development, Leadership Development, Employee Engagement, Organizational..., Organizational..., Succession Planning, Talent Management, Diversity & Inclusion, Diversity Training, Employee Training, Leadership, Program Management, Training, Workshop Facilitation, Management, Change Management, New Hire Orientations, Staff Development, Strategy, Onboarding, E-Learning, Instructional Design, Talent Acquisition, Career Development, Policy, Employee Relations, Performance Management, Performance Improvement, Human Resources, Training Delivery, Organizational Design, Analysis, Business Process..., Team Building, Petroleum, Consulting, Project Management, Strategic Planning, Project Planning, Energy, Sales, Oil & Gas, Mentoring, Personnel Management, Executive Management
Education
Baylor University 1993 — 1995
Bachelor of Arts, Communications
Pond Wealth Management LLC March 2013 - Present
Morgan Stanley June 2009 - March 2013
Citigroup Global Markets Inc. March 2000 - June 2009
JPMorgan Chase April 1985 - October 1999
Education
Baylor University
B.A., Pre-Medicine
University of Houston
M.B.A., Finance
Oak Mortgage Group October 2013 - Present
Willow Bend Mortgage June 2012 - October 2013
Inwood National Bank August 2006 - June 2012
JPMorgan Chase May 2002 - August 2006
K-Life Ministries August 1998 - May 2002
Skills
Home Loan Specialist, Real Estate, Mortgage Lending, Real Estate Economics, Business Development, Commercial Real Estate, Financial Analysis, Loans, Credit, Credit Analysis, Commercial Lending, Strategic Planning, Banking, Underwriting, Coaching, Microsoft Office, Investments, Strategic Financial...
Education
Southern Methodist University - Cox School of Business 2004 — 2006
MBA, Real Estate Finance
Baylor University 1993 — 1997
BA, Communication
JPMorgan Chase January 2014 - Present
JPMorgan Chase June 2013 - December 2013
UBS December 2012 - May 2013
Tengrade June 2012 - 2013
The M&A Advisor June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Economics
Education
Macaulay Honors College at Baruch 2010 — 2014
Bachelor, Business Administration; Finance & Investments, 3.6
Yale University - Yale School of Management
Baruch College
The Bronx High School of Science 2006 — 2010
3.6
JPMorgan Chase November 2012 - Present
Citigroup Inc. May 2011 - November 2012
J. & W. Seligman & Co., Inc. 1999 - 2011
Skills
Outlook, Customer Service, Administrative..., Microsoft Excel, Travel Arrangements
Education
Baruch College 2010 — 2017
JPMorgan Chase October 2011 - Present
UBS Wealth Management Americas December 2006 - February 2011
Prudential Financial January 2003 - December 2006
Prudential Securities January 1985 - December 2003
Education
Baruch College, City University of New York (CUNY) 1977 — 1981
BBA, Statistics
JP Morgan Chase June 2010 - Present
Fidelity Investments May 2007 - April 2010
JPMorgan Chase May 1998 - May 2007
Putnam Investments May 1996 - April 1998
Bankers Trust Company September 1986 - May 1996
Skills
Risk Management, Operations Management, Product Management, Customer Relations, Lean Manufacturing
Education
City University of New York-Baruch College - Zicklin School of Business 1979 — 1983
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Baruch College August 2010 - Present
JPMorgan Chase January 2012 - December 2013
Macy's February 2010 - December 2011
Education
Baruch College, City University of New York (CUNY) 2010 — 2015
Marketing
Wells Fargo June 2015 - Present
Wells Fargo May 2014 - May 2015
PV Espana September 2012 - September 2013
Citibank August 2011 - July 2012
JPMorgan Chase May 2007 - August 2011
Credit Suisse 2000 - 2002
Skills
Commercial Banking, Cash Management, Cross Selling, Banking, Savings, Small Business, Customer Relations, Business Planning, Small Business Lending, Customer Service, Lines Of Credit, Spanish, Credit Cards, Credit, Business Relationship..., New Business Development, Business Development, Management Consulting, Business Advisory, Management, Investments, Sales Management, Sales, Market Research, Finance, Financial Analysis, Loans, Commercial Lending, Relationship Management, Financial Services, Consumer Lending, Business Strategy, Credit Analysis, Retail Banking, Loan Origination, Coaching, Commercial Mortgages, KYC, Merchant Services, Customer Retention, Branch Banking, Branch Management, Leadership Development, Treasury Services, Mortgage Lending
Education
Baruch College
bachelor, Finance and Investments
Memorial Hermann Health System July 2014 - Present
The University of Texas Health Science Center at Houston August 2012 - December 2013
AT&T January 2012 - August 2012
Omni Hotels May 2009 - January 2012
AIG VALIC March 2008 - April 2009
JPMorgan 2007 - 2008
JPMorgan Chase 2006 - 2007
Second Baptist Church, Houston, TX 2004 - 2004
Skills
Leadership, Sales, Customer Service, Microsoft Office, Team Building, Training, Event Planning, Public Speaking, Microsoft Excel, Strategic Planning, Social Media, PowerPoint, Outlook, Microsoft Word, Team Leadership, Management, Social Networking, Marketing, Budgets, Sales Management
Education
The University of Texas Health Science Center at Houston 2012 — 2013
Bachelor of Science, Nursing
Baylor University 1999 — 2003
B.A., Telecommunications
Lonestar
JPMorgan Chase June 2009 - Present
Bank of East Asia 2007 - June 2009
Evergreen Medical Plaza 2006 - 2007
Skills
Retail Banking, Banking Operations, Office Administration, Banking, Credit, Loans, Insurance, Commercial Banking
Education
Baruch College 2007 — 2009
Bachelor Degree, Marketing Manegement
Kingsborough Community College 2004 — 2007
Associated Degree, Business Administration
JPMorgan Chase 2004 - 2006
FGIC 1998 - 2004
Skills
Customer Service, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Lotus Notes, Microsoft Word, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Ariel Investments May 2006 - Present
JPMorgan Chase 1995 - 2006
Education
Northwestern University - Kellogg School of Management 1995 — 1998
MBA, Marketing, Management & Strategy
Bates College 1989 — 1993
JPMorgan Chase February 2012 - Present
BDO USA, LLP November 2010 - December 2011
Citi July 2010 - November 2010
PricewaterhouseCoopers September 2008 - August 2010
Grant Thornton LLP July 2006 - March 2008
Skills
Hedge Funds, Valuation, GAAP, Auditing, Accounting, Internal Controls, Finance, Asset Management, US GAAP, Private Equity, Fund Accounting, IFRS, Financial Reporting, Microsoft Excel, Mutual Funds, Financial Statements, Financial Services
Education
Baruch College, City University of New York (CUNY) 2005 — 2008
Master, Accountancy
Stony Brook University 2001 — 2004
Bachelor of Science (B.S.), Business administration and Computer Science
Bank of America March 2012 - Present
Bank of America August 2010 - March 2012
Community Impact, Columbia University June 2009 - April 2010
SAS April 2008 - May 2009
JPMorgan Chase 2008 - March 2008
Skills
Regression Analysis, Research, Training, Financial Statement..., Operations Research, Modeling, Process Analysis, Financial Modeling, Statistics, SAS, Management, Forecasting, Qualitative Research, Derivatives, Quantitative Analytics, Data Analysis, VBA, Financial Analysis, SPSS, Financial Risk, Access
Education
City University of New York-Baruch College
MS, Quantitative Methods and Modeling
City University of New York-Baruch College - Zicklin School of Business
MBA, Finance and Investments
University of Guyana
BSc., Management Studies
GRMS IT Consulting for Deutsche Bank July 2013 - June 2015
TD Ameritrade October 2009 - November 2012
JPMorgan Chase January 2005 - June 2008
JPMorgan Chase May 2002 - January 2005
JPMorgan Chase December 1998 - May 2002
JPMorgan Chase October 1996 - December 1998
Skills
Security, Risk Management, Information Security, SAS70, Sarbanes-Oxley Act, Risk Assessment, COBIT, Financial Risk, Change Management, Information Technology, Customer Service, Information Security..., Business Continuity, Auditing, Management, Leadership
Education
University of Phoenix - Jersey Campus 2006 — 2010
BA, Information Technology
Baruch College, City University of New York (CUNY) 1998 — 2002
Information Technology
TriStar Finance November 2011 - Present
Brandifesto January 2010 - Present
JPMorgan Chase 2002 - September 2011
Skills
Mortgage Lending, FHA, VA, Conventional, USDA, Construction Loans, Mortgage Planning, Real Estate Financing, Refinance, Purchase
Education
University of Notre Dame 1995 — 1999
Bachelor of Arts (B.A.), Cum Laude
Bastyr University
Aromatherapy
JPMorgan Chase May 2014 - Present
Mizuho Corporate Bank November 2004 - August 2013
Bank of Tokyo-Mitsubishi April 2001 - November 2004
Skills
Banking, Bloomberg, Corporate Finance, Credit, Credit Analysis, Derivatives, Due Diligence, Finance, Financial Analysis, Fixed Income, Investment Banking, Loans, Microsoft Excel, Portfolio Management, Risk Management, Accounting, Analysis, Customer Service, Financial Risk, Investments, Management
Education
City University of New York-Baruch College 1997 — 2000
Bachelor of Business Administration (BBA), International Marketing
JPMorgan Chase July 2013 - Present
JPMorgan Chase July 2013 - Present
JPMorgan Chase June 2012 - July 2013
JPMorgan Chase March 2010 - June 2012
JPMorgan Chase August 2008 - March 2010
JPMorgan Chase October 2006 - August 2008
Medical Action May 2006 - September 2006
Skills
Risk Management, Financial Risk, Account Reconciliation, Banking, Financial Analysis, Investments, Financial Reporting, Equities, Process Improvement, Credit, Auditing, Investment Banking, Analysis, Bloomberg, Management, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2014
MBA, Finance, General
Binghamton University, State University of New York 2002 — 2006
Bachelor of Science, Financial Economics
Bank of New York Mellon April 2007 - Present
JPMorgan Chase December 2002 - April 2007
Education
University of St. Thomas (TX) 2007 — 2009
M.B.A, Accounting & International Business
Baylor University 1998 — 2002
B.A., Business Administration
Insight Investment February 2015 - Present
IMRC LLC October 2008 - Present
Angelo, Gordon & Co. March 2014 - January 2015
Citi June 2012 - July 2013
Madison Square Investors June 2008 - April 2009
Goldman Sachs Asset Management April 2006 - April 2008
Morgan Stanley January 2004 - December 2005
GLOBEOP FINANCIAL SERVICES June 2003 - December 2003
DEUTSCHE ASSET MANAGEMENT October 2001 - June 2003
JPMorgan Chase April 1998 - July 2001
Skills
Investment Banking, Equities, Asset Management, Capital Markets, Fixed Income, Hedge Funds, Investments, Financial Modeling, Portfolio Management, Valuation, Derivatives, Emerging Markets, Corporate Finance, Private Equity, Financial Services, Alternative Investments, Trading, Venture Capital, Financial Analysis, Due Diligence, Mergers & Acquisitions, Securities, Mutual Funds, Accounting
Education
Pace University 2004 — 2006
Master of Science (MS), Management Information Systems, General
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase
Education
Baruch College, City University of New York (CUNY) 2002 — 2007
JPMorgan Chase
Education
Baruch College, City University of New York (CUNY) 1973 — 1977
JPMorgan Chase July 2013 - Present
Citi April 2010 - Present
Citigroup February 2006 - April 2010
The Learning Annex 2004 - 2005
Skills
Derivatives, Business Analysis, Financial Reporting, Financial Modeling, Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
JPMorgan Chase 2008 - Present
Bear Stearns October 2005 - May 2008
Skills
Fixed Income, Accounting, Securitization, Risk Management, Asset Managment, Asset Management, Market Risk, Derivatives, Hedge Funds, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
BBA, Finance
JPMorgan Chase June 1990 - Present
Education
Bates College 1986 — 1990
BA, Economics
poly prep 1978 — 1986
poly prep
JPMorgan Chase Vice PresidentJP Morgan Chase1973 - Present
Chase Manhattan Corporation 1973 - Present
JPMorganChase 1973 - Present
JPMChase 1973 - Present
Chase (MHC) 1973 - Present
Chase (MHC) 1973 - Present
Skills
Banking, Financial Services, Risk Management, Financial Risk, Treasury Management, Cash Management, Payments, Relationship Management, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1969 — 1973
BA, Mathematics
Towers Watson 2013 - Present
Texas Fence Experts & General Contractors 2012 - Present
Mercury Financial Group 2009 - 2011
JPMorgan Chase 2004 - 2008
The Ayco Company, L.P., a Goldman Sachs Company 1999 - 2001
Skills
Retirement, Insurance, Employee Benefits, Series 63, Retirement Planning, Financial Advisory, Mutual Funds, Life Insurance, Investments, Wealth Management, Series 7, Strategic Financial..., Asset Allocation, Customer Service, Strategic Planning, Sales, Team Building, Financial Services, Leadership, Financial Planning, Finance
Education
Baylor University
BA
The University of Dallas
MBA
JPMorgan Chase March 2013 - Present
Citco Fund Services January 2006 - March 2013
Bank of New York Mellon March 2004 - January 2006
Skills
Financial Analysis, Hedge Funds, Alternative Investments, Asset Management, Bloomberg, Equities, Fixed Income, Investments, Mutual Funds, Private Equity, Accounting, Derivatives, Financial Reporting
Education
LIU Brooklyn 2004 — 2007
MBA, Finance
City University of New York-Baruch College - Zicklin School of Business 2001 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Amazon July 2015 - Present
Barclays December 2014 - June 2015
JPMorgan Chase August 2012 - December 2014
Scotiabank May 2009 - August 2012
Risk Focus May 2009 - August 2012
RBC Capital Markets January 2009 - May 2009
UBS Investment Bank June 2006 - December 2008
Lehman Brothers 2006 - 2006
Triple Point Technology 2005 - 2006
SHAZAM Network - ITS, Inc. December 2002 - September 2005
Skills
Trading Systems, Derivatives, Fixed Income, EFTPOS, SDLC, Java, Spring, Oracle, Sybase, Agile Methodologies, Commodity, Design Patterns, SQL, ETRM, XML, Integration, Unix, C#, Trading, Software Development, Financial Risk, Credit Derivatives, Market Risk, Back Office, Credit Risk, Scala
Education
Maharishi University of Management 2002 — 2005
•Master of Science, Computer Science
Southern Federal University (former Rostov State University)
•Master of Science, Physics
Московский Государственный Технический Университет им. Н.Э. Баумана (МГТУ) / Bauman Moscow State Technical University
Mathematics and Computer Science
JPMorgan Chase January 2007 - Present
JPMorgan Chase April 2006 - January 2007
JPMorgan Chase January 2001 - April 2006
MarketSource 1998 - 2000
Advanta Corp. 1996 - 1998
JPMorgan Chase June 1990 - March 1996
JPMorgan Chase October 1985 - June 1990
Lord and Taylor 1984 - 1985
Skills
Finance, Credit, Forecasting, Mortgage Lending, Financial Services, Insurance, Mortgage Banking, Loan Origination, Loan Servicing, Loans, Banking, Risk Management, Credit Analysis, Credit Risk, Residential Mortgages, Financial Analysis, Financial Risk, Capital Markets, Financial Modeling, Refinance, Relationship Management, Consumer Lending, Process Improvement, Mortgage Servicing, Business Analysis, Vendor Management, Strategic Financial..., Due Diligence, Internal Audit, Strategic Planning, Asset Management, Budgets, Cash Management, Commercial Banking, Commercial Lending, Credit Cards, Derivatives, Executive Management, FHA, Fixed Income, Hedging, Bloomberg, Investment Banking, Investments, Loss Mitigation, Management, Negotiation, Retail Banking, Securities, Valuation
Education
Baruch College, City University of New York (CUNY) 1979 — 1984
BBA, Mgt Science & Computer Programming
JP Morgan 2001 - Present
JPMorgan Chase 2001 - Present
Salomon Smith Barney 1997 - 2001
Education
Baruch College, City University of New York (CUNY) 1989 — 1991
BBA, Finance, psychology-minor
JPMorgan Chase July 2014 - June 2015
JPMorgan Chase July 2011 - June 2014
Basel Asset Management April 2009 - April 2011
JPMorgan Chase June 2010 - August 2010
Upward Bound, NYU May 2007 - June 2009
Baruch College June 2008 - April 2009
Brooklyn Chamber of Commerce January 2008 - May 2008
Skills
PowerPoint, Bloomberg Terminal, Hedge Funds, Financial Modeling, Corporate Finance, Bloomberg, Access, Microsoft Excel, Finance, Statistics, Financial Analysis, Social Media, Credit Risk, Valuation
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Yale School of Public Health 2015 — 2017
Master of Public Health (M.P.H.)
Baruch College 2007 — 2011
BBA, Economics
JPMorgan Chase March 2012 - Present
Luxoft 2008 - 2010
UBS Investment Bank 2008 - 2010
Skills
Java Enterprise Edition, Spring, JUnit, Maven, JMS, Hibernate, Multithreading, Java, JDBC, Design Patterns, JPA, OOAD, Core Java, Application Servers, SQL, Big Data, UML, Spring Framework, Subversion
Education
Bauman Moscow State Technical University
HSBC January 2015 - Present
J.P. Morgan August 2011 - January 2015
JP Morgan August 2010 - August 2011
NYC School Construction Authority 2008 - 2010
JPMorgan Chase June 2009 - August 2009
Skills
Financial Analysis, Business Analysis, Team Leadership, Asset Management, Management, Financial Reporting, Banking, Leadership, Microsoft Word, Microsoft Excel, Bloomberg, Finance, Investments
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance and Investments
JPMorgan February 2008 - Present
JPMorgan Chase 2008 - Present
Skills
Series 7, Equities, Fixed Income, Securities, Series 63, Investments, Asset Management, Hedge Funds, Electronic Trading, Capital Markets, Portfolio Management, Bloomberg, Options
Education
Baruch College
BBA
JPMorgan Chase August 2013 - Present
Safe Horizon March 2011 - March 2012
WTS Proprietary Trading Group December 2010 - March 2011
Janney Montgomery August 2009 - February 2010
Stony Brook University 2006 - 2010
SUNY Stony Brook August 2008 - May 2009
Federal Credit Union February 2009 - April 2009
Best Buy July 2008 - February 2009
Skills
Finance, Microsoft Excel, Financial Analysis, Account Reconciliation, Microsoft Office, Budgets, Accounts Receivable, Customer Service, Mandarin, Accounting, Data Analysis, Financial Reporting, SPSS, SAS, Non-profits, Outlook, PowerPoint, Microsoft Word, VBA, ANOVA, Regression Analysis, ALM, Business Objects, Vlookup, Analysis, Risk Management, Business Analysis, Access, SQL, Databases, Program Management, Fundraising
Education
Baruch College 2012 — 2014
Master's Degree, Quantitative Modeling specialized in statistics
SUNY Stony Brook University 2006 — 2010
Bachelor of Science; Specialized, Business Management; Finance and Accounting
Credit Suisse October 2008 - Present
JPMorgan Chase June 2006 - October 2008
PwC Consulting 2005 - 2006
Skills
Investment Banking, Fixed Income, Securitization, Structured Products, Auditing, Financial Risk, Financial Reporting, Operational Risk, Internal Controls, Product Control, CMBS
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
JPMorgan Chase September 2006 - Present
JPMorgan Chase September 1998 - September 2006
Citicorp July 1990 - September 1998
Skills
Fixed Income, Risk Management, Banking, Capital Markets, Business Analysis, Credit, Loans, Portfolio Management, Mortgage Lending, SDLC, Credit Risk, Vendor Management, Financial Analysis, Financial Risk, Mortgage Banking, Financial Modeling, Process Improvement, Relationship Management, Investment Banking, Finance, IT Strategy, Visio, Equities
Education
Baruch College, City University of New York (CUNY) 1986 — 1990
BBA, Finance
Brooklyn Technical High School
JPMorgan Chase November 2011 - Present
First American International Bank May 2010 - April 2012
Baruch College September 2008 - August 2010
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
BAN, Finance
Parago March 2007 - Present
JPMorgan Chase September 2005 - March 2007
JPMorgan Chase June 1997 - August 2005
Skills
Strategy, Channel Sales, Channel Strategy, Channel, Channel Optimization, Marketing Strategy, Financial Reporting, Forecasting, Financial Analysis, Budgets, Strategic Planning, Finance, Accounting, Mergers & Acquisitions, Business Strategy, Process Improvement, Analytics, Management, Multi-channel Marketing, Marketing Communications, Sales Management
Education
Baylor University 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
ICAP January 2014 - Present
JPMorgan Chase August 2012 - January 2014
Barclays September 2010 - August 2012
Travelex July 2008 - April 2010
Travelex November 2000 - July 2008
Skills
Microsoft Office..., ADP, Broadridge, Memphis, DTCC, Aspire, CCH (Wolters Kluwer), MQC 10, ESM, Terminal ~ Intellimatch, Corporate Actions, Talent Acquisition, Trading, Microsoft Office, Software Documentation, Account Reconciliation, KYC, Banking, Strategic Partnerships, Applicant Tracking..., Contract Recruitment, Analytics, Management, Test Planning, Interviews, Change Management, Visio, Fixed Income, OFAC, ADP Payroll, Financial Services, AML, Testing, Business Requirements, Process Improvement, ALM 11, Quality Center, User Acceptance Testing, Securities, Project Management
Education
City University of New York-Baruch College 2004 — 2007
Bachelor of Art, Corporate Communication
LaGuardia Community College 1998 — 2004
Associate Degree, Computer Programming and Systems
AXA Advisors April 2015 - Present
JPMorgan Chase October 2012 - February 2015
JPMorgan Chase June 2010 - October 2012
JPMorgan Chase January 2007 - June 2010
Skills
Credit, Financial Services, Relationship Management, Finance, Management, Asset Management, Portfolio Management, Financial Analysis, Banking, Retail Banking, Fixed Income, Financial Planning, Credit Analysis, Mortgage Lending, Insurance
Education
Baruch College
Bachelor's degree, Finance and Investments
JPMorgan Chase May 2010 - Present
JPMorgan Chase July 2007 - April 2010
JPMorgan Chase & Co. June 2006 - July 2007
Skills
Fixed Income, Derivatives, Investment Banking, Bloomberg, Capital Markets, Equities, Credit Derivatives, Financial Analysis, Financial Modeling, Valuation, Hedge Funds, Bonds
Education
Baruch College 2004 — 2007
BBA, Finance and Investments
Vinnitsa State Pedagogical University 1994 — 1999
Bachelor, English and German
JPMorgan Chase February 2008 - Present
JPMorgan Chase February 2008 - Present
Skills
Data Modeling, SDLC, Data Warehousing, Business Analysis, Requirements Analysis, Visio, Business Intelligence, Enterprise Architecture, ETL, Risk Management, Databases, Project Portfolio..., IT Strategy, SQL, Agile Project Management, Requirements Gathering, Microsoft SQL Server, Integration, Program Management, Software Project..., Unix, PMO, User Acceptance Testing, SOA, Oracle, MS Project, Vendor Management, Scrum, Agile Methodologies, PMP, Software Development, Business Process..., SharePoint, Banking, Data Analysis, Project Management, Reference Data, Trading Systems
Education
Baruch College 1996 — 1999
Master of Business Administration (MBA), Finance and Investments
Queens College 1992 — 1994
Bachelor of Arts (B.A.), Economics
Aerostar Industry Co. April 2013 - Present
2 Right Feet Inc. dba Foot Solutions April 2007 - April 2013
JPMorgan Chase 1988 - 2005
Skills
Strategic Planning, Marketing, Marketing Strategy, Sales, Sales Management, Management, New Business Development, Social Media Marketing, Customer Service, Leadership, Retail, Direct Marketing, Small Business, Merchandising, Healthcare, Marketing Communications, Orthopedic, Email Marketing, Entrepreneurship, Footwear, Team Building, Product Marketing
Education
Case Western Reserve University 1983 — 1987
BA, Psychology, Chemistry, Economics, Honors Degree, Magna Cum Laude
Baruch College, City University of New York (CUNY)
Courses towards an MBA in Marketing, 3.8 GPA
School of Visual Arts
Various Courses in Advertising
Bunsong Enterprises January 2012 - Present
JPMorgan Chase October 2011 - Present
Skills
Research, Financial Modeling, Corporate Finance, Financial Analysis, Mortgage Banking, Banking, Short Sales, Accounting, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Kaman Industrial Technologies September 2008 - Present
Kaman Aerospace 2007 - Present
JPMorgan Chase April 1976 - September 2001
Skills
Variable Frequency..., Cross-functional Team..., Strategic Planning, Process Improvement, Motion Control, New Business Development, Pricing, Industrial Control, Automation, P&L Management, Key Account Management, Power Transmission, Product Management
Education
City University of New York-Baruch College
JPMorgan Chase August 2007 - Present
Industrial and Commerical Bank of China July 2004 - June 2007
Skills
Series 6, Series 63, Life Insurance, National Mortgage...
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2010
Master of Science (MS), Finance
JPMorgan Chase September 2007 - Present
Education
Baruch College
Bachelor of Business Administration (BBA), Finance, General
KPMG US November 2005 - Present
JPMorgan Chase January 2002 - October 2005
Smith Barney January 2000 - January 2002
Skills
Certified Anti-Money..., Anti Money Laundering, AML Audits, AML Risk Assessments, AML Policies /..., Know Your Customer..., Gap Analysis, Terrorist Financing, Project Management..., Independant Testing, Risk Assessment..., Bank Secrecy Act, Regulatory Compliance, Investigation, Case Management, USA PATRIOT Act, Project Management, Managing Large Scale..., Project Scope Management, Project Time Management, Project Cost Management, Project Quality..., Project Human Resource..., Project Communications..., Project Risk Management, Project Procurement..., Manage Client..., Financial Forecasting, Regulatory Reporting, Business Analysis, Internal Controls, Process Improvement, Asset Management, Capital Markets, Management Reporting, Operational Risk..., Sarbanes-Oxley Act, Financial Risk, Microsoft Excel
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
TPG Capital May 2014 - Present
Texas A&M Law Review May 2014 - May 2015
Queenan Law Firm, P.C. August 2013 - May 2014
Regions Bank October 2011 - August 2013
Citi August 2006 - April 2011
JPMorgan Chase November 2000 - August 2006
Education
Texas A&M University School of Law 2011 — 2015
Doctor of Law (J.D.)
Westminster Theological Seminary 2003 — 2007
Master of Divinity (M.Div.)
Baylor University 1996 — 2000
Bachelor of Arts (B.A.), Greek and Latin
MetroPlus Health Plan January 2014 - Present
MetroPlus Health Plan January 2013 - January 2014
MetroPlus Health Plan November 2010 - January 2013
WellCare 2007 - 2010
MetroPlus Health Plan 2005 - 2007
MetroPlus Health Plan 2004 - 2005
JPMorgan Chase 2003 - 2004
Skills
Consumer Healthcare, Marketing Strategy, Demographic Analysis, Corporate Branding, Sales Operations, Analytics, Managed Care, Strategic Planning, Medicare, Medicaid, Marketing, Leadership, Insurance, Hospitals, Healthcare Management, Healthcare Industry, Health Insurance, Business Development, Account Management
Education
Lincoln University 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Baruch College
Continuing Education, Marketing
JPMorgan Chase July 2013 - Present
WestLB March 2010 - June 2013
RBC Capital Markets June 2006 - March 2010
TD Ameritrade Formally TD Waterhouse June 2000 - June 2006
Skills
AML, OFAC, KYC, Operational Risk, Financial Risk, Capital Markets, Securities, Banking, Risk Management, FINRA, Due Diligence, Fraud, Equities, Enterprise Risk..., Bank Secrecy Act, Asset Managment, Prime Brokerage, USA PATRIOT Act, Financial Services, Hedge Funds
Education
Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Management
SUNY Farmingdale 1999 — 2001
Associate's degree, Business/Commerce, General
United States Census Bureau March 2009 - May 2009
Natural Resources Defense Council September 2007 - May 2008
New York University Medical Center February 2007 - June 2007
American Foundation for The Blind April 2006 - December 2006
CitiGroup June 2004 - April 2005
State Street Corporation July 2003 - September 2003
JPMorgan Chase October 1996 - January 2003
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Wordperfect, Fund Ware, Great Plains
Education
Baruch College 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
Borough of Manhattan Community College 1990 — 1993
Associate of Arts and Sciences (AAS), Accounting
WellCare February 2012 - September 2012
Allstate April 2009 - February 2012
JPMorgan Chase June 2007 - March 2009
Skills
Property & Casualty..., life, accident & health..., Administrative..., Bilingual-English/Spanis..., Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Management, Marketing Strategy, Cash Handling Experience, Travel Planning, Travel Arrangements, Customer Retention, Customer Service, Building Strong..., Prospecting New Clients, Customer Satisfaction, Problem Solving, Event Planning, Coordinating Special..., Closing Candidates, Exceed Sales Goals, Public Relations, Banking, Negotiation, Insurance
Education
Baruch College 2009 — 2013
Laguardia Community College 2005 — 2008
Associate of Arts and Sciences (AAS), Business Administration and Management, General
JPMorgan Chase September 2010 - Present
Skills
Equities, Wealth Management, Series 7, Portfolio Management, Investments, Fixed Income, Derivatives, Asset Management, Alternative Investments, Asset Allocation, Securities, Mutual Funds
Education
City University of New York-Baruch College
Executive Masters of Finance, Finance and Investments