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
JPMorgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JPMorgan Chase Employees
Techemet Metal Trading June 2015 - Present
JPMorgan Chase June 2014 - August 2014
The Home Depot September 2013 - December 2013
The Home Depot June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, C, Java, SQL, HTML, Python, C++
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Science (BS), Computer Science
Klein Collins
UnitedHealth Group July 2014 - Present
barclaycard October 2012 - June 2014
JPMorgan Chase May 2012 - August 2012
CIGNA June 2011 - May 2012
ING DIRECT July 2007 - March 2011
DuPont July 2006 - January 2007
Dell May 2005 - March 2006
TriFusion February 2005 - May 2005
Cisco Systems (formerly NetSolve) May 2000 - July 2004
Dell February 2000 - May 2000
Skills
Release Management, SDLC, Scrum Master, Agile Project Management, Scaled Agile Framework, Anthill Pro, ITIL, .NET, Technical Support, Scrum, Project Management, Web Services, SQL, HTML, Java Enterprise Edition, DB2, Websphere, ASP, Flash, Mac, Budgets, Visio, Waterfall, Mobile Applications, Oracle, Mainframe, JBoss Application Server, NLP, EDI, ETL, Data Warehouse...
Education
University of California, San Diego 1990 — 1995
Bachelor of Arts (B.A.), Communication
The University of Texas at Austin
Project Management/ MS Project Certification
The University of Texas at Austin August 2014 - Present
IBM May 2015 - July 2015
Texas Appleseed August 2014 - November 2014
JPMorgan Chase May 2014 - July 2014
Wood Group Mustang June 2012 - July 2013
Petro-Land Group, Inc. June 2011 - May 2012
Crew Land Research May 2009 - May 2011
Ernie Psencik April 2005 - May 2009
Skills
Petroleum, Natural Gas, Energy Industry, Oil & Gas Industry, Minerals, Leases, Gas, Oil/Gas, Energy, Pipelines, Mineral Rights, Land Acquisition, Due Diligence, Upstream, Drilling, Title Opinions, Abstracting, Microsoft Office, Oil & Gas, Research, Legal Writing
Education
The University of Texas at Austin 2014 — 2016
Juris Doctor (J.D.)
Hudl June 2015 - August 2015
JPMorgan Chase June 2014 - August 2014
Tesla Motors January 2014 - May 2014
The University of Texas at Austin September 2012 - December 2013
Azul Inc May 2013 - August 2013
Skills
C, Python, Java, Matlab, C++, JavaScript, Algorithms, Perl, Programming, CSS, Git, PowerPoint
Education
The University of Texas at Austin 2011 — 2015
Electrical and Computer Engineering, Software Engineering and Design
IBM June 2013 - Present
JPMorgan Chase June 2012 - August 2012
Peoplefluent May 2011 - December 2011
Skills
Java, C++, Dojo, JavaScript, HTML, CSS, Eclipse
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Science, Computer Science
JPMorgan Chase December 2013 - Present
JP Morgan Chase & Co May 2009 - November 2013
JP Morgan Chase & Co October 2007 - April 2009
Countrywide Home Loans August 2007 - September 2007
Skills
Databases, Access, Database Administration, Data Mining, SharePoint, SQL Server Management..., Analysis, Data Analysis, Microsoft Excel, Business Analysis, Risk Management, Process Improvement, Financial Analysis, Financial Modeling, Valuation, Credit Analysis, Loans, Portfolio Management, Credit Risk, Due Diligence, Microsoft Office
Education
The University of Texas at Austin 2003 — 2007
Bachelors, Economics
Ethoca 2013 - Present
Tango Health, Inc. 2011 - 2013
AllClear ID 2008 - 2011
JPMorgan Chase 2003 - 2008
Works 1999 - 2003
Skills
Sales Process, Salesforce.com, Sales Management, Employee Benefits, Health Insurance, Account Management, Sales, Direct Sales, Building Relationships, Leadership, Start-ups, Strategic Planning, SaaS, Enterprise Software, Credit Cards, Selling, Lead Generation, Solution Selling, CRM, Business Development, New Business Development, Sales Presentations, Strategy, Fraud Detection, Fraud, Credit Card Fraud, Drinking
Education
The University of Texas at Austin 1994 — 1999
Green Bank November 2014 - Present
American Capital Solutions July 2008 - November 2014
Regions Financial Corporation December 2011 - June 2013
Virtus Financial Group January 2008 - June 2008
Wells Fargo October 2005 - December 2007
JPMorgan Chase May 1996 - September 2005
Wells Fargo January 1994 - June 1996
Skills
Commercial Lending, Investment Banking, Private Equity, Equities, Finance, Middle Market, Strategy, Capital, Valuation, Corporate Finance, Financial Modeling, Mergers, Due Diligence, Capital Markets, Investments, Alternative Investments, Business Development, Mergers & Acquisitions, Banking, Acquisitions, Entrepreneurship, Commercial Banking, Divestitures, Financial Services, Financial Advisory
Education
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration, Finance
The University of Texas at Austin - Red McCombs School of Business 1989 — 1993
BBA, Finance
Bank of America October 2013 - Present
Independent Consulting December 2011 - October 2013
Comerica Bank October 2006 - December 2011
JPMorgan Chase January 2004 - October 2006
Aames Home Loan March 2003 - January 2004
Washington Mutual July 2001 - March 2003
BBVA Compass February 1999 - July 2001
Skills
Loans, Small Business Lending, Consumer Lending, Banking, Commercial Lending, Loan Origination, Lines Of Credit, Treasury Management, Portfolio Management, Credit Analysis, Commercial Mortgages, Credit, Mortgage Lending, Commercial Banking, Retail Banking, Mortgage Banking, Financial Analysis, Branch Management, Sales Management, Finance, New Business Development, Asset Based Lending, Deposits, Cross Selling, Relationship Management, Cash Management, Underwriting, SBA, Strategy, Strategic Financial..., Financial Risk, Financial Services, Risk Management, Credit Cards, Merchant Services, Credit Risk, Sales, Management, Banking Relationships, Middle Market, Leadership, Investments, ACH, Customer Retention, Treasury Services, Home Equity Lines of..., Private Banking
Education
The University of Texas at Austin 1988 — 1991
Advertising, Banking
Accenture 2015 - Present
University of Texas, Division of Housing and Food Services August 2013 - May 2015
Dell May 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Banana Republic July 2012 - June 2013
Skills
PowerPoint, Marketing, Management, Social Media, Time Management, Facebook, Leadership Development, Microsoft Office, Teamwork, Finance, Event Planning, Analysis, Strategy
Education
The University of Texas at Austin 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Management, 3.78
TMX Finance November 2013 - Present
ARGO Data Resource Corporation November 2009 - November 2013
JPMorgan Chase August 2005 - June 2009
Washington Mutual August 2004 - August 2005
AmeriPro Funding November 2003 - August 2004
JMS Consulting July 2002 - August 2003
Mattress Firm October 1999 - July 2002
University Federal Credit Union October 1997 - October 1999
Texas Bank August 1991 - October 1997
Skills
SDLC, Requirements Analysis, Requirements Gathering, Business Analysis, SQL, Visio, Agile Methodologies, Software Project..., Business Intelligence, User Acceptance Testing, SharePoint, Business Requirements, Software Implementation, Software Documentation, Quality Center, Business Process, Banking, Financial Services, Data Modeling, Business Process Design, Waterfall, SaaS, Functional..., Process Improvement, Project Delivery, Analysis, Integration, Business Objects, Business Process..., Sales Process, Systems Analysis, Business Development, CRM, Vendor Management, ETL, PMP, IT Strategy, Testing, Agile Project Management, Product Management, Workshop Facilitation, Sales Management, Change Management, User Interface Design, Functional Analysis, Product Design, Software Design, Wire Framing, Process Consulting, Knowledge Transfer
Education
The University of Texas at Austin 1991 — 1996
Kinesiology, Education
JPMorgan Chase & Co. June 2015 - August 2015
Prepify January 2015 - May 2015
JPMorgan Chase June 2014 - August 2014
Coolhead Tech June 2013 - August 2013
Kid to Kid June 2011 - January 2013
Heart Rhythm Associates January 2012 - May 2012
Skills
Sales, Training, Networking, Leadership, Java, Microsoft Office, PowerPoint, HTML, Microsoft Excel, Microsoft Word, C, Teamwork, CSS, Product Management, Educational Technology
Education
The University of Texas at Austin 2012 — 2016
Bachelor's, Computer Science
The University of Sussex 2014 — 2014
Computer Science, Computer Science
Shell August 2014 - Present
JPMorgan Chase June 2013 - August 2013
Liberty Mutual Insurance June 2012 - August 2012
Skills
Financial Markets, Microsoft SQL Server, HTML, Financial Accounting, Leadership, Financial Analysis
Education
The University of Texas at Austin 2010 — 2014
BBA, Finance
JPMorgan Chase January 2004 - Present
FTI Consulting August 2002 - December 2003
JPMorgan Chase January 1996 - August 2000
Skills
Commercial Banking, Corporate Finance, Cash Management, Commercial Lending, Financial Analysis, Financial Modeling, Customer Acquisition, Depository Services, Cash Flow Forecasting, Cash Flow Lending, C&I Lending
Education
The University of Texas at Austin 2000 — 2002
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Q2ebanking 2008 - Present
NPM (an NPR company) 2007 - 2008
JPMorgan Chase 2005 - 2007
Wells Fargo September 2002 - August 2005
Skills
SaaS, Marketing Strategy, Sales Operations, Banking, Relationship Management, New Business Development, Account Management, CRM, Product Management, Project Management, Vendor Management, Business Analysis, Direct Sales, Sales Management, Strategic Partnerships, Process Improvement, Business Development, Retail Banking, Sales, Start-ups
Education
The University of Texas at Austin
BS Organizational Communication & Business Foundations
The University of Texas at Austin - Red McCombs School of Business
Business Foundations
JPMorgan Chase & Co. June 2015 - August 2015
JPMorgan Chase June 2014 - August 2014
JPMorgan Chase September 2008 - June 2009
Life Time Fitness June 2007 - June 2009
Skills
Python, Java, HTML, Microsoft Word, Microsoft Excel, Microsoft Office, Programming
Education
The University of Texas at Austin
Bachelor of Science (BS), Computer Science
GENPACT April 2015 - Present
Nationstar Mortgage September 2013 - April 2015
Training Folks, Inc 2007 - 2013
OpExNow October 2011 - June 2012
Hotels.com 2005 - 2007
JPMorgan Chase July 2004 - October 2005
Fidelity Investments February 2001 - July 2004
Verizon Wireless November 2000 - December 2000
Staffing Services May 2000 - November 2000
VARTECH June 1998 - April 2000
Skills
Leadership, Banking, Instructional Design, Talent Management, Leadership Development, Coaching, Training, Customer Retention, Hands-on Training, Change Management, Process Improvement, Employee Training, Recruiting, Staff Development, Customer Service, Instructor-led Training, Training Delivery, Team Building, Organizational..., Team Leadership, Workshop Facilitation, Management, Public Speaking, Onboarding, Succession Planning, Executive Coaching, Organizational..., Analysis, Performance Management, Employee Relations, Interviews, Employee Engagement, Needs Analysis, Conflict Resolution, Call Centers, Performance Improvement, Career Development, ADDIE, Performance Consulting, Learning Management, Blended Learning, Captivate, Workforce Planning, Organizational Learning, E-Learning, Virtual Training, Soft Skills
Education
Paul Quinn College 1994 — 1996
Organizational Management, Human Resource, Business, Training and Development
The University of Texas at Austin 1984 — 1987
Business Administration and Management, General
Skyline High School 1980 — 1984
Diploma, Computer Science
JPMorgan Chase March 2013 - Present
Comerica Bank October 2012 - March 2013
BBVA Compass Bank October 2011 - October 2012
J.P Morgan Chase April 2008 - October 2011
Felger Insurance Agency September 2007 - March 2008
Skills
Consumer Lending, Small Business Lending, Commercial Lending, Retail Banking, Lines Of Credit, Cross Selling, Loans, Banking, Credit, Loan Origination, Commercial Banking, Mortgage Lending, Branch Management, Mortgage Banking, Sales, Financial Services
Education
The University of Texas at Austin 2005 — 2011
Bachelor of Arts (B.A.), Economics
Galena Park High School 2001 — 2005
Jewish Family Service of Greater New Orleans April 2014 - Present
Federated Sample July 2010 - April 2014
Whitney National Bank April 2007 - July 2010
JPMorgan Chase October 2003 - April 2007
Skills
Fulcrum, Microsoft Excel, Banking, Management, Finance, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2005 — 2006
MBA, Management & Information Systems
The University of Texas at Austin 2000 — 2003
Bachelor of Science with High Honors, Advertising, Business Foundations
Houston ISD 2015 - Present
Houston ISD January 2015 - September 2015
Houston Dynamo May 2012 - January 2015
JPMorgan Chase November 2012 - December 2014
Act Badd Productions April 2012 - September 2013
Galena Park Independent School District January 2012 - November 2012
Skills
News Writing, Editing Newsletters, Microsoft Office, Magazine Design, Inside Sales
Education
The University of Texas at Austin 2007 — 2011
Bachelor's degree in Journalism, Newspaper/Magazine production
Quantum Resources Management, LLC October 2011 - Present
Network International, Inc. January 2000 - October 2011
EnCap Investments January 1997 - January 2000
Koch Industries June 1996 - December 1997
JPMorgan Chase August 1993 - May 1996
Skills
Leadership, Strategic Planning, Entrepreneurship, Private Equity, Venture Capital, Oil & Gas Industry, Corporate Finance, Financial Analysis, Sales Management, Marketing, Due Diligence, Financial Reporting, Financial Modeling, Sarbanes-Oxley Act, Forecasting, Accounting, Internal Controls, Mergers & Acquisitions
Education
The University of Texas at Austin
Finance, Bachelor of Business Administration
Citi June 2014 - Present
Barron & Adler, LLP September 2012 - May 2014
JPMorgan Chase June 2013 - August 2013
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (B.B.A.), Bachelor of Arts (B.A.), Marketing, Hispanic Studies
Chevron May 2014 - Present
University of Texas at Austin August 2011 - May 2014
Chevron May 2013 - August 2013
Caesar Systems December 2011 - May 2013
University of Texas at Austin June 2010 - August 2012
University of Texas at Austin November 2008 - May 2009
JPMorgan Chase June 2008 - August 2008
Applied Research Labs June 2007 - October 2007
Skills
Simulations, Optimization, Monte Carlo Simulation, Decision Analysis, Matlab, Mathematica, Mathematical Modeling, Statistical Modeling, Operations Research, Statistics, GAMS, Modeling, Linear Programming, C++, Probability, R, Bayesian methods, Data Mining, Mathematical Programming, Engineering Economics, Simulation, Information Theory, Decision Trees, Machine Learning, Java, Python, Visual Basic, Algorithms, Data Analysis, Financial Modeling, Microsoft Office, Microsoft Excel, Research, Analysis, Analytics, Numerical Analysis, Energy, PowerPoint, LaTeX, Oil & Gas, Microsoft Word, Petroleum, Programming, Engineering, Decision Making, Decision Support
Education
The University of Texas at Austin 2011 — 2014
PhD, Operations Research
The University of Texas at Austin 2009 — 2011
MS, Operations Research
The University of Texas at Austin 2005 — 2009
BS, Electrical Engineering
Erb Financial Services January 2014 - Present
Merrill Lynch October 2011 - December 2013
JPMorgan Chase November 2003 - September 2011
New England Financial, A MetLife Company September 2002 - November 2003
Paine Webber December 2000 - September 2002
Olde Discount Stockbrokers January 1998 - December 2000
Skills
Portfolio Management, Banking, Financial Analysis, Capital Markets, Business Analysis, Financial Modeling, Equities, Finance, Investments, Strategic Financial..., Fixed Income, Asset Management, Strategic Planning, Program Management
Education
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
The University of Texas at Austin
Bachelor's degree, Economics
JPMorgan Chase Cost EstimatorCommercial Metals CompanyMay 2012 - October 2013
U.S. GLOBAL INVESTORS, INC July 2006 - August 2011
USAA -P&C Insurance January 1993 - January 2006
Luby's January 1988 - January 1992
Skills
Investments, Insurance, Food Service Management, Data Analysis, Customer Service, Telephone Skills, Account Management, Personnel Development, Training & Development, Underwriting, Payroll, Cash Management, Inventory Management, Problem Solving, Employee Hiring, Vendor Management, Cost Analysis, Procedure Development, Excel, Accounting, Sales, Microsoft Excel, Personal Development, Blueprint Reading, Salesforce.com, Estimators, Bluebeam, ASA, Planswift, Estimating, Financial Analysis, Project Management
Education
The University of Texas at Austin 1983 — 1987
Bachelor of Arts, Economics / Architecture
Insurance Institute of America
Certificate, General Insurance
University of Texas
BACHELOR OF ARTS, ECONOMICS
Colorado State Bank and Trust September 2009 - Present
JPMorgan Chase 1983 - 2009
Skills
Wealth Management, Investments, High Net Worth..., Mortgage Lending, Loans, Lines Of Credit, Strategic Financial..., Trusts, Commercial Lending, Credit
Education
Pacific Coast Graduate School of Banking 1990 — 1992
Graduate, Bank Management
The University of Texas at Austin 1971 — 1974
B.S. with Honors
Smart Sand, Inc. August 2014 - Present
Bee Creek Capital, LLC March 2014 - August 2014
Hilcorp December 2009 - February 2014
Price Gregory International February 2008 - September 2009
Hanover Compressor Company December 2002 - August 2007
JPMorgan Chase July 1995 - November 2002
Skills
Valuation, Internal Controls, Finance, Mergers & Acquisitions, Private Equity, Corporate Finance, Petroleum, Investor Relations, SAP, Oilfield, Sarbanes-Oxley Act, Energy, Financial Modeling, Financial Reporting, Treasury Management, Risk Management, Natural Gas, Due Diligence, Financial Analysis
Education
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance
LD Bell High School 1981 — 1984
JPMorgan Chase January 2007 - Present
TriSyn Group March 2003 - December 2006
EDS Group March 1998 - February 2003
Skills
Program Management, Business Analysis, Requirements Analysis, Project Management, Process Improvement, Business Intelligence, Cross-functional Team..., SDLC, Strategic Planning, PMP, Banking, PMO, Microsoft SQL Server, Testing, Vendor Management, Management, Strategy
Education
The University of Texas at Austin 1988 — 1997
Bachelor of Arts, Government
McKinley Capital Management, LLC July 2008 - October 2010
Paul Comstock Partners April 2006 - September 2007
JPMorgan Chase November 2001 - February 2004
Skills
Trading, Analysis, Equities, Investments, Management, Portfolio Management, Financial Analysis
Education
University of Houston-Clear Lake 2002 — 2003
MBA, Business
The University of Texas at Austin 1996 — 1999
BA, Economics, Business
Estate & Business Solutions May 2004 - Present
Self Employed Insurance & Financial Services Professional May 1978 - October 2012
JPMorgan Chase May 2001 - April 2004
Merrill Lynch May 1995 - April 1998
Skills
Retirement, Life Insurance, Investments, Long-term Care, Disability Insurance, Chartered Life..., Chartered Financial..., Accredited Estate..., Annuities, Estate Conservation, Qualified Retirement..., Non Qualified Plans, Business Planning
Education
The University of Texas at Austin 1966 — 1970
Bachelor of Business Administration (BBA), Finance & Insurance
University of Houston Bates College of Law 1970 — 1973
Juris Doctor J.D., Law
United Airlines August 2013 - Present
ARGUS Software January 2013 - Present
Hinojosa Financial Solutions January 2013 - Present
Bank of New York Mellon 2011 - 2011
Mach 5 Couriers 2008 - 2009
INT Technologies 2008 - 2009
Wells Fargo 1999 - 2001
JPMorgan Chase 1986 - 1998
Skills
Microsoft Office, Payments, Financial Analysis, Project Management, Strategic Planning, Visio, Microsoft Excel, SharePoint, Change Management, Banking, Offshoring, Operations Management, Software Documentation, Business Analysis, Management Consulting, Quality Assurance, Business Intelligence, Vendor Management, Process Improvement, Business Process..., Team Leadership, Accounting, Management, Analysis, Risk Management, Business Requirements, Strategy, PMO, SDLC, Requirements Gathering
Education
The University of Texas at Austin
JPMorgan Chase 2005 - Present
Wells Fargo Bank 2000 - 2005
Bank One Corporation 1994 - 2000
Skills
Credit Analysis, Finance, Treasury Management, Credit Risk, Credit, Export Finance, Capital Markets, Commercial Banking, Investment Banking, Trade Finance, Banking, Commercial Lending, Risk Management, Portfolio Management, Structured Finance, Financial Structuring, Cash Management, Financial Analysis, Financial Risk, Asset Based Lending, Corporate Finance, Loans, Letters of Credit, Financial Institutions, Underwriting, Private Banking, Treasury Services, Relationship Management, Strategic Planning, Management, Corporate Banking
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
University of Washington, Michael G. Foster School of Business
MBA, Finance
United States Geological Survey June 2015 - Present
SNI Companies July 2014 - March 2015
JPMorgan Chase January 2007 - February 2012
Office Team April 2006 - January 2007
Skills
Spanish-speaking, Sales, Customer Service, Spanish, Strategic Planning, PowerPoint, Training, Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, French, Marketing, Public Speaking, Sourcing, Technical Recruiting, Foreign Languages, Time Management
Education
The University of Texas at Austin 1989 — 1994
Bachelor of Arts (B.A.), Spanish Language and Literature
Oxy July 2013 - Present
JPMorgan Chase October 2011 - July 2013
Litton Loan Servicing July 2008 - October 2011
Skills
Oracle, SQL, PL/SQL, SQL Tuning, VBA, Data Architecture, Data Analysis, Data Modeling, Database Design, Database Administration, Data Management, ETL, Data Mining, SDLC, Business Analysis, Mortgage Banking, Mortgage Servicing, Business Intelligence, SharePoint, Visio, Databases, Data Warehousing, SSIS, Crystal Reports
Education
The University of Texas at Austin
Bachelor, Computer Science
Austin Water Utility November 2013 - Present
Seton Family of Hospitals February 2008 - November 2013
JPMorgan Chase November 2006 - February 2008
Rainmaker Systems May 2005 - November 2006
Archstone-Smith March 2004 - May 2005
HEB October 1997 - February 2004
Skills
Management, Training, Sales Operations, Sales, Budgets, Customer Satisfaction, Customer Service, Negotiation, Troubleshooting, Data Analysis, Databases, Analysis, Process Improvement, Banking, Healthcare, Business Analysis, Team Building, System Administration, Teamwork, Healthcare Information..., Leadership, Project Planning, Business Process..., Employee Training, Project Management, Microsoft Excel, Software Documentation
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Science, Advertising
Reigning Referrals October 2014 - Present
Financial Planners Association March 2012 - Present
Fleming & Conway Insurance Agency, LLC October 2010 - Present
Girl Scouts of Central Texas January 2010 - December 2012
Leadership Austin Essential Class of 2011 September 2010 - May 2011
Wachovia, A Wells Fargo Company May 2005 - August 2010
JPMorgan Chase August 2000 - May 2005
Skills
Mutual Funds, Risk Management, Wealth Management, Series 7, Retirement Planning, Series 63, Portfolio Management, Insurance, Financial Analysis, Strategic Financial..., Securities, Investments, Estate Planning, Mortgage Lending, Financial Risk, Term Life Insurance, Life Insurance, Fixed Annuities
Education
The University of Texas at Austin 1994 — 1998
Boxer Property March 2014 - Present
CBRE 2012 - February 2014
Ampco System Parking June 2009 - April 2012
MetroNational November 2007 - January 2009
JPMorgan Chase April 1999 - October 2007
Hines October 1994 - March 1999
Skills
Property Management, Leases, Corporate Real Estate, Real Estate, Commercial Real Estate, Asset Management, Budgets, Tenant, Financial Analysis, Landlords, Property, Portfolio Management
Education
The University of Texas at Austin 1983 — 1987
MBA
The University of Texas at Austin
BBA, Finance
Jacobs Engineering January 2007 - Present
JPMorgan Chase March 2006 - January 2007
Education
The University of Texas at Austin 1996 — 2000
JPMorgan Chase December 2013 - Present
Sierra Pacific Mortgage December 2011 - December 2013
MetLife Bank December 2010 - December 2011
Nationstar Mortgage March 2009 - September 2010
Countrywide Correspondent Lending April 1996 - January 2007
Lomas Financial Corp June 1984 - December 1995
Skills
Mortgage Lending, Leadership, Loans, Sales, Loan Origination, Mortgage Banking, Wholesale Lending, Credit Analysis, USDA, Retail, Credit, Refinance, Real Estate, Pricing, Residential Mortgages, FHA, Underwriting
Education
The University of Texas at Austin 1980 — 1984
BBA, Finance
Caliber Home Loans April 2014 - Present
Retreat Capital Management Group May 2012 - March 2014
JPMorgan Chase April 2011 - May 2012
MetLife Home Loans 2008 - 2011
Mannatech August 2007 - July 2008
American Home Mortgage November 2005 - August 2007
Saxon Mortgage August 2004 - November 2005
PricewaterhouseCoopers September 2000 - August 2004
Skills
Sarbanes-Oxley Act, Internal Audit, Sarbanes-Oxley, External Audit, Auditing, Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Internal Controls, General Ledger, Risk Management, Banking, Account Reconciliation, Risk Assessment, Financial Risk, Fraud, Due Diligence, Process Improvement, Managerial Finance, Financial Audits
Education
University of North Texas 1998 — 2000
MS, Accounting
The University of Texas at Austin 1974 — 1978
BS, Child Development
Montcalm TCR October 2012 - Present
Morgan Stanley Private Wealth Management June 2006 - October 2012
Richard Lehman June 2005 - November 2009
JPMorgan Chase June 2005 - June 2006
Skills
Alternative Investments, Portfolio Management, Bloomberg, Options, Financial Markets, Finance, Series 7, Technical Analysis, Derivatives, Hedge Funds, Equities, Trading, Fixed Income, Corporate Finance, Asset Allocation, Equity Research, Equity Valuation, Securities
Education
University of San Francisco 2009 — 2011
Masters, Financial Analysis
University of California, Berkeley 2007 — 2009
The University of Texas at Austin 2001 — 2005
BA, Biology (2005) with Certificates in Business and Computer Science
CFA Institute
Level II Candidate
CPC Foundation Inc. 2013 - Present
Asian Chamber of Commerce Houston November 2012 - Present
Amegy Bank February 2012 - Present
Amegy Bank April 2005 - Present
JPMorgan Chase November 1981 - March 2005
Frost Bank June 1979 - November 1981
Skills
Commercial Banking, Small Business Lending, Commercial Lending, Credit, Banking, Lines Of Credit, Treasury Management, Loans, Credit Analysis, Underwriting, Middle Market, Treasury Services, Credit Risk, Portfolio Management, Consumer Lending, Commercial Mortgages, Mortgage Lending, Private Banking, Cash Management, Corporate Trust, Asset Based Lending, Loan Origination, SBA, Risk Management, Retail Banking, Investments
Education
The University of Texas at Austin 1975 — 1979
Bachelor of Business Administration (BBA), Accounting and Finance
Leadership Houston
Shuman Consulting Services, L.P. February 2001 - Present
Shuman Consulting Services, L.P. February 2001 - Present
JP Morgan Chase 1983 - 2001
JPMorgan Chase 1983 - 2001
Skills
Insurance, Risk Management, Workers Compensation, Legal Liability, Risk Assessment, Financial Services, Strategic Financial..., Financial Risk, Property & Casualty..., Negotiation, Auditing, Financial Analysis, Process Improvement, Business Process..., Underwriting, Liability, Accounting, Internal Controls, Securities, Commercial Insurance, Claims Management, Claim, Strategic Planning
Education
The University of Texas at Austin 1977 — 1981
BBA, Finance
Hewlett-Packard September 2015 - Present
JPMorgan Chase June 2014 - August 2014
Fulcrum Capital September 2013 - December 2013
Air Liquide June 2013 - August 2013
Katy Area Economic Development Council August 2011 - December 2011
InterDirect USA February 2011 - April 2011
Skills
Research, Public Speaking, PowerPoint, Financial Analysis, Leadership, Social Media, Strategy, Data Analysis, Sales, Financial Modeling, Customer Service
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.)
Regions Bank June 2006 - Present
JPMorgan Chase December 1982 - May 2006
Skills
Corporate Trust, Securities, Commercial Banking, Credit Analysis, Commercial Lending, Capital Markets, Banking, Credit, Treasury Management, Bonds, Finance, Fixed Income, Loans, Investment Banking
Education
University of Houston 1984 — 1986
BBA, Finance
The University of Texas at Austin 1982 — 1984
North Shore High School 1979 — 1982
U.S. Department of Veterans Affairs November 2013 - Present
Rafail Insurance Group June 2013 - March 2014
Katy Pharmacy December 2012 - May 2013
JPMorgan Chase April 2011 - December 2012
The Methodist Hospital System May 2011 - August 2011
Self-Employed Consultant December 2010 - May 2011
The University of Texas Health Science Center at Houston March 2011 - April 2011
Health Solutions Services June 2010 - March 2011
The Methodist Hospital - Centers for Sports Medicine October 2010 - December 2010
Skills
Management, Human Resources, Data Analysis, PowerPoint, Outlook, Public Speaking, Public Health, Event Planning, Microsoft Office, Microsoft Word, Analysis, Budgets, Hospitals, Leadership, Teaching, Social Media, Recruiting, Marketing, Social Media Marketing, Networking, Blogging, Facebook Marketing
Education
The University of Texas Health Science Center at Houston 2010 — 2012
Master of Public Health, Healthcare Management
The University of Texas at Austin 2005 — 2010
Bachelor of Arts, Music and Pre-Medicine
Healthspottr Media LLC August 2015 - Present
Healthspottr.com September 2011 - Present
JPMorgan Chase August 2013 - December 2014
Citi March 2012 - May 2013
Target October 2008 - March 2012
Skills
Microsoft Office, PowerPoint, Customer Service, Teamwork, Financial Analysis, Finance, Social Media, Project Management, Microsoft Excel, Budgets
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Science (BS), Corporate Communications (minor:business)
JPMorgan Chase June 2013 - Present
JPMorgan Chase June 2012 - August 2012
Citi June 2011 - August 2011
Skills
Credit, Banking, Loans, Financial Analysis, Portfolio Management, Risk Management, Financial Modeling, Credit Analysis, Investments, Financial Risk, Financial Services, Investment Banking
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.44
JPMorgan Chase July 2013 - Present
JPMorgan Chase June 2012 - August 2012
Four Seasons Hotels and Resorts May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, PowerPoint, Customer Service, Outlook, Data Analysis, Social Media Marketing, Spanish
Education
The University of Texas at Austin 2009 — 2013
Bachelor of Science (B.S.), Communication Studies--Corporate Communication
Second Baptist High School 2005 — 2009
Greater Austin Asian Chamber of Commerce January 2015 - Present
Regions Financial Corporation September 2012 - Present
JPMorgan Chase January 2008 - October 2012
Guaranty Bank August 2007 - December 2008
Wells Fargo January 2000 - August 2007
Skills
Loans, Loan Origination, Small Business Lending, Commercial Lending, Management, Banking, Mortgage Lending, Credit, Consumer Lending, Credit Analysis, Commercial Banking, Cross Selling, Lines Of Credit, Mortgage Banking, Retail Banking, Small Business, Branch Management, Commercial Mortgages, Treasury Management, Refinance, Cash Management, Construction Loans, Relationship Management, Merchant Services, SBA, Deposits, Residential Mortgages
Education
The University of Texas at Austin 1997 — 2002
Bachelor of Arts (BA), Sociology
MaxPoint Interactive September 2014 - December 2014
Self-Employed February 2010 - September 2014
JPMorgan Chase June 2014 - August 2014
Mosaic Sales Solutions September 2013 - October 2013
IBM February 2012 - August 2012
Skills
Calculus, Physics, Java, Probability, MIS, Wireless Networking, Database Software, HTML, CSS, JavaScript, Microsoft Office, Macromedia, SSH, FTP, Routing, Android, iOS, Ubuntu, RedHat, Windows, DOS, Palm OS
Education
The University of Texas at Austin 2012 — 2015
Bachelor of Science (BS), Computer Science
The University of Texas at Dallas 2011 — 2012
Bachelor of Science (BS), Electrical Engineering
Wells Fargo Advisors May 2005 - Present
JPMorgan Chase February 2002 - May 2005
Morgan Stanley December 2000 - March 2002
Skills
Retirement Planning, Investments, Personal Financial..., Strategic Investment, Wealth Management, Investment Management, Financial Analysis, Asset Allocation, Portfolio Management, Asset Management
Education
The University of Texas at Austin 1995 — 2000
Bachelor of Science, Mechanical Engineering
JPMorgan Chase September 2008 - Present
Citi February 2000 - August 2008
Trammell Crow Company April 1999 - February 2000
FirstPlus Financial 1998 - 1999
FirstPlus Financial 1997 - 1998
Skills
Analytics / Forecasting, Financial Statement..., Month End Close, Financial Modeling, Process Improvement, Customer, Product,..., Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Supervision, Microsoft Excel, Visual Basic, Essbase, PeopleSoft, SQL, Cognos, Business Objects
Education
The University of Texas at Austin
Bachelor of Arts (B.A.), Economics
The University of Texas at Dallas
Accounting and Finance
Shmoop April 2013 - April 2014
Shmoop February 2013 - April 2013
Arree July 2012 - January 2013
Merced Systems March 2005 - June 2011
JPMorgan Chase 2004 - 2005
Siebel Systems 2002 - 2003
Dallas Museum of Art June 1998 - August 1998
Skills
Software Development, Java, SQL, JavaScript, Agile Methodologies, XML, Web Applications, Software Engineering, Web Development, Integration, Product Management, SaaS, Enterprise Software, Management, Ruby on Rails, PHP, Bootstrap, Swift, CSS, HTML5, jQuery
Education
Academy X 2015 — 2015
Web Development Bootcamp
The University of Texas at Austin 1998 — 2001
Bachelors, Computer Science
University of California, Berkeley Extensions
University of California, Berkeley Extensions
JPMorgan Chase January 2006 - Present
International Paper August 2002 - December 2005
Skills
Financial Analysis, Financial Modeling, Financial Planning, Financial Services, Profit & Loss Management, Project Management, Microsoft Office, Banking, Business Planning, Competitive Analysis, Quantitative Analytics, Revenue Analysis, Pricing Strategy, Leadership, Cross-functional Team..., Forecasting, Partner Management, Manufacturing, Cost Savings
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Science in Business Administration (BSBA) - Finance, Accounting and Finance
University of Texas System June 2014 - August 2014
The LIVESTRONG Foundation January 2014 - May 2014
JPMorgan Chase April 2012 - December 2012
SF Rents January 2012 - April 2012
University of the Incarnate Word® August 2010 - December 2011
Education
The University of Texas at Austin - Red McCombs School of Business
Master in Professional Accounting (MPA) in Taxation
Universidad de 'San Andrés'
MPA Summer Study Abroad Program in Buenos Aires, Argentina
The University of Texas at Austin
Bachelor of Arts, Economics. Minor: Accounting
JPMorgan Chase June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Skills
SharePoint, Mule ESB, Java, C++, Oracle, JavaScript, SQL, HTML 5, Unix, XML, Data Warehousing, PL/SQL, DB2, Ruby
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Science (BS), Computer Science
BZMZ Interests June 2015 - Present
JPMorgan Chase June 2014 - August 2014
StarTex Power, Constellation Energy Company August 2011 - May 2013
StarTex Power January 2011 - August 2011
The Agency Sports Management May 2010 - August 2010
Houston Astros May 2009 - August 2009
Skills
Excel, Financial Analysis, Financial Reporting, Financial Modeling, Microsoft Office, Microsoft Word, Data Analysis, Customer Service, Strategic Planning, Energy, Process Improvement, Microsoft Excel, Analysis, Business Analysis
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2006 — 2010
Bachelor of Science, Kinesiology - Sports Management
Episcopal High School 2004 — 2006
SpareFoot August 2015 - Present
SpareFoot, Inc. April 2014 - August 2015
The Center for Autism and Related Disorders, Inc. (CARD) January 2014 - April 2014
Cloud [8] Sixteen, Inc January 2010 - December 2013
JPMorgan Chase April 2007 - October 2008
Skills
Dream Interpretation, PPC, Social Media, Human Resources, SEO, SEM, Wordpress, Social Media Marketing, Account Management, Customer Service, Facebook, Employee Handbooks, Sales Management, Microsoft Office, WordPress, Microsoft Excel, Online Marketing, Marketing, Event Planning, Online Advertising, Style Consulting, Phone Etiquette, Lip Sync, Spanish
Education
The University of Texas at Austin 2005 — 2008
Liberal Arts, Anthropology
GE Capital April 2014 - Present
Texas Association of School Boards - First Public LLC August 2013 - April 2014
Municipal Insights LLC February 2012 - August 2013
Crews & Associates September 2008 - June 2011
JPMorgan Chase March 2007 - September 2008
standard & poor's 1998 - 2007
Town of Fallsburg, NY 1987 - 1992
Skills
Municipal Bonds, Public Finance, Underwriting, Portfolio Management, New Business Development, Credit Analysis, Budget Development, Bonds, Debt, Investment Banking, Capital Markets, Bloomberg, Structured Finance, Securities, Fixed Income, Credit, Valuation, Structured Products, Loans, Investments, Financial Structuring, Financial Services, Financial Advisory, Series 7, Finance, Securitization, Series 63, Derivatives
Education
The University of Texas at Austin 1978 — 1981
B.A., Economics
University of Tulsa
Bachelor of Arts (B.A.), Economics
JPMorgan Chase April 2014 - Present
JPMorgan Chase August 2012 - March 2014
M&M Vacuum Co. January 2010 - August 2011
Ondrox August 2010 - May 2011
Acton School of Business May 2010 - December 2010
Skills
Microsoft Excel, Financial Analysis, Marketing, Analytics, Microsoft Office, PowerPoint, Strategy Execution, Financial Modeling, SAS Base, Process Management, Anti Money Laundering, Economics, Business Planning, Sales, Research, SharePoint
Education
The University of Texas at Austin 2008 — 2012
Business Economics
CoreLogic December 2014 - Present
ARGO September 2012 - December 2014
JPMorgan Chase & Co. April 2008 - September 2012
JPMorgan Chase December 2006 - January 2010
JPMorgan Chase November 2005 - February 2007
JPMorgan Chase September 2003 - October 2005
JPMorgan Chase February 2001 - August 2003
Bonanza.com January 2000 - January 2001
Dal-Tile International January 1998 - January 2000
Target Stores January 1993 - January 1998
Skills
Technology Management, Web Applications, Application Lifecycle..., Product Development, Leadership Development, Organizational..., Software Project..., Software Development, Executive Management, Agile Application..., Agile & Waterfall..., Software Development..., Integration, Databases, IT Strategy, Enterprise Software, Analysis, Requirements Analysis, Strategy, Leadership, Vendor Management, Microsoft SQL Server, Business Analysis, Business Process..., Disaster Recovery, SDLC, Management, Java Enterprise Edition, Visio, CRM, Training, Business Intelligence, MS Project, Program Management, Enterprise Architecture, Strategic Planning, Team Management, SharePoint, Quality Assurance, Project Portfolio..., PMO, Process Improvement, Agile Methodologies, Testing
Education
The University of Texas at Austin 1989 — 1993
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
The University of Texas at Austin 1989 — 1993
Bachelor, Business Administration / Management
Sterling Gillett Professional Services May 2002 - Present
JPMorgan Chase November 1994 - May 2002
Federal Reserve System July 1991 - November 1994
Interpol June 1986 - July 1991
Skills
Fraud Prevention..., Marketing Consultant, Management Consultant, Banking, Investment Banking, Due Diligence, Risk Management, Financial Modeling, Leadership, Management Consulting, Training, Strategy, Human Resources, Business Strategy, Start-ups, Portfolio Management, Management, Budgets, Investments, Market Research, Program Management, Project Management, Valuation, Strategic Planning, Fixed Income, Financial Analysis, Analysis, Finance, Corporate Finance, Marketing Strategy
Education
The University of Texas at Austin 2000 — 2000
PhD International Finance, International Finance, Doctorate
Beacon Associates, Inc. 2013 - Present
iConstituent 2011 - 2013
MEGA NA 2008 - 2011
SOTEC Technical Solutions 2008 - 2011
Enginuiti 2008 - 2009
Savi Technology, A Lockheed Martin Company 2004 - 2008
JPMorgan Chase 1998 - 2004
Perot Systems 1995 - 1998
Skills
Strategic Communications, Process Improvement, Business Analysis, Sales Management, Strategic Planning, Negotiation, Risk Management, Compliance, Enterprise Architecture, Business Architecture, Global Logistics, International Trade, RFID, Contract Negotiation, IT Strategy, Problem Solving, Team Building, Social Media, Government, Business Management, New Business Development, Business Strategy, Team Leadership, Customer Relations, SaaS, Account Management, Marketing Strategy, Strategy Development, Sales Support, Management, RFID+, Sales Operations, Strategy, Telecommunications, Business Development, Business Intelligence, Enterprise Software, Project Management, SDLC, Professional Services, ERP, CRM, Product Management, Solution Selling, Business Transformation, Proposal Writing, Strategic Partnerships, Integration, Organizational..., Cross-functional Team...
Education
West Virginia University
Master of Business Administration (M.B.A.), Management
University of Michigan
Model Thinking, Economics
The University of Texas at Austin
Energy 101-EdEX, Energy Policy
West Virginia University
BA, Political Science, Business
Broad Run
JPMorgan Chase February 2013 - August 2013
JPMorgan Chase July 2011 - January 2013
University of Texas at Austin January 2009 - May 2010
Crush That Test, LLC. April 2009 - December 2009
Charles Schwab May 2008 - May 2009
TEXAS INSTRUMENTS FOUNDRY PROGRAM May 2003 - August 2003
Skills
Financial Analysis, SharePoint, Software Documentation, Analysis, Management, Integration, Leadership, Business Intelligence, Project Management, Program Management, Vendor Management, Business Process..., SDLC, Software Development, Business Development, Access, Data Analysis, Requirements Analysis, Testing, Business Analysis, Requirements Gathering, Change Management, Software Project..., Process Improvement, Visio, Cross-functional Team..., Risk Management, Agile Methodologies, SQL, Databases, CRM, Quality Assurance, Analytics, Team Leadership, Data Warehousing, IT Strategy, MS Project, Microsoft SQL Server
Education
The University of Texas at Austin 2006 — 2010
B.A.
CBRE December 2013 - Present
JPMorgan Chase December 2011 - November 2013
JPMorgan Chase 2010 - 2011
JPMorgan Chase 2009 - 2010
DLR Services Inc 2005 - 2009
PropART DuPont Design Inc 1992 - 2005
Skills
Project Planning, Merchandising, Strategic Planning, Marketing Strategy, Direct Marketing, Project Management, Strategy, Leadership, Social Media Marketing, Management, Email Marketing, New Business Development, Integrated Marketing, Team Building, CRM, Online Marketing, Cross-functional Team..., Account Management, Event Planning
Education
The University of Texas at Austin 1981 — 1985
Bachelor of Science
JPMorgan Chase June 2012 - Present
Morgan Stanley January 2001 - May 2012
Citi January 1999 - October 2000
Mastercard 1994 - 2000
Skills
IT Strategy, Risk Management, Investment Banking, Trading Systems, Vendor Management, Financial Services, Program Management, Business Analysis, Electronic Trading, Fixed Income, Low Latency, SDLC, Equities, Strategy, Market Data, Telecommunications, Enterprise Architecture, Data Center, Project Management, PMO, Security, Portfolio Management, Product Management, Project Delivery, Hedge Funds, Derivatives, Financial Analysis, Asset Management, Change Management, Capital Markets
Education
The University of Texas at Austin 1983 — 1988
BSEE, Engineering
JPMorgan Chase April 2011 - Present
Sovereign Bank September 2004 - March 2011
Vartec Telecom 2002 - 2004
Safeguard Business Systems July 2001 - December 2003
Skills
Security, Web Development, VoIP, IT Governance, Business Continuity, Project Planning, MS Project, Project Execution, Software Project..., Program Management, Unix, Leadership, Project Management, Team Leadership, SDLC, Quality Assurance, Cross-functional Team..., IT Management, Software Development, Vendor Management, Telecommunications, Management, Visio, SharePoint, IT Strategy, Requirements Analysis, Disaster Recovery, Data Center, Project Portfolio..., Software Documentation, SQL, Microsoft SQL Server, PMO, Windows, Business Analysis, Strategy, Outsourcing, Requirements Gathering, Change Management, Integration
Education
The University of Texas at Austin 1989 — 1994
Bachelors, Speech/Communications
W.T. White HS 1985 — 1989
Bachelor of Applied Science (BASc), Speech Communication and Rhetoric
JPMorgan Chase April 2014 - Present
1spire, Inc. February 2013 - February 2014
Kabani &Kabani, PLLC June 2012 - August 2012
campus2careers August 2009 - May 2012
Delta Epsilon Psi Fraternity, Inc. May 2010 - May 2011
United Central Bank May 2008 - August 2008
Skills
Social Media, Marketing, Marketing Strategy, Public Speaking, Analysis, Social Media Marketing, Microsoft Excel, Microsoft Office, Research, Event Management, Editing, Strategy, Sales, Entrepreneurship, Team Leadership, Risk Assessment, Bank Secrecy Act, Certified Anti-Money..., Regulatory Compliance, Anti Money Laundering, Financial Risk..., KYC
Education
The University of Texas at Austin 2007 — 2011
Bachelor of Science (BS), Corporate Communication
The University of Texas at Austin 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Electronic Entertainment Design and Research (EEDAR) August 2013 - April 2015
Cricket Communications August 2010 - October 2012
Universal Marketing and Consulting 2009 - 2010
JPMorgan Chase 2008 - 2009
JPMorgan Chase 2007 - 2008
JPMorgan Chase 2005 - 2007
JPMorgan Chase 2004 - 2004
Merrill Lynch 2003 - 2003
Skills
Project Management, Business Analysis, Process Improvement, User Acceptance Testing, SDLC, Cross-functional Team..., Analysis, Leadership, Integration, Management, Testing, Telecommunications, Program Management, Business Process..., Business Process, Visio, Product Management, Strategy, Agile Methodologies, Data Analysis
Education
University of California, Los Angeles 2012 — 2015
Master of Business Administration (MBA), Marketing and Global Management
University of Colorado Denver
Certificate, Business Analysis
The University of Texas at Austin
BS, Computer Science with Business Foundations
Liaison Creative + Marketing February 2014 - Present
Freescale Semiconductor March 2011 - January 2014
Willow Papery July 2008 - March 2010
Plum TV January 2009 - April 2009
LIN Television September 2007 - June 2008
LIN Television August 2005 - September 2007
at LIN August 2004 - August 2005
Chase Insurance Group September 2003 - August 2004
JPMorgan Chase August 2002 - August 2004
Texas Film Commission 2002 - 2002
Skills
Brand Management, Event Planning, Video Production, Microsoft Office, Social Media, Account Management, Marketing Strategy, Video, Video Editing, Radio, Salesforce.com, Online Marketing, Advertising, Press Releases, Media Buying, Copywriting, Media Relations, Media Planning, Adobe Creative Suite, Digital Media, Social Networking, Digital Strategy, New Business Development, Web Design, Wordpress, Event Management, Product Marketing, Business Development, Marketing, Public Relations, Photoshop, Brand Development, PowerPoint, Strategic Planning, Project Management, Marketing Management, Content Strategy, Budgets, Public Speaking, Online Advertising, Facebook, Social Media Marketing, Email Marketing, Broadcast, Editing, Blogging, Integrated Marketing, Marketing Communications, Final Cut Pro, Television
Education
The University of Texas at Austin 1998 — 2002
BBA, Finance
Bank of America VP Regional Credit ManagerBank of America Auto GroupMay 2004 - Present
Chevy Chase Bank 1999 - 2003
JPMorgan Chase 1986 - 1999
JPMorgan Chase 1986 - 1999
Education
The University of Texas at Austin 1974 — 1976
Business Administration
Horn Solutions, Inc. April 2013 - Present
El Paso Corp., OTC Global Holdings, Southwest Water, KBR, Net IQ, 2005 - 2012
JPMorgan Chase 1993 - 2004
Skills
Financial Reporting, Accounting, General Ledger, Internal Controls, Account Reconciliation, Finance, SEC filings, Financial Statements, Cost Accounting, Consolidation, Accounts Payable, Accounts Receivable, Financial Analysis, Cash Flow, Analysis, GAAP, Forecasting, Auditing, QuickBooks, Budgets, SAP, Team Building, Microsoft Excel, Mergers & Acquisitions, Microsoft Dynamics, Accruals, Journal Entries, XBRL, Vlookup, Outlook, Fixed Assets, US GAAP, Pivot Tables, Financial Accounting, Managerial Finance, Microsoft Word, Internal Audit, SEC reporting, Tax Return Preparation, Re-engineering, Automation, Excel, Administration, Documentation, Budgeting, Reconciliation, Hyperion HFM
Education
The University of Texas at Austin 1975 — 1978
BBA, Accounting
JPMorgan Chase May 2008 - Present
Lakeview Technology May 1996 - June 2007
Analysts International Corporation (on contract to IBM) March 1987 - May 1996
Southwest Technical Products 1985 - 1987
Datamax Systems, Inc. 1982 - 1985
Datapoint Corporation 1979 - 1982
University of Texas at Austin Computer Center 1975 - 1979
Skills
C, SQL, DB2, IBM iSeries, Requirements Analysis, Programming, Software Development, SDLC, Operating Systems, Software Project..., Project Management, Disaster Recovery, Visio
Education
The University of Texas at Austin 1975 — 1979
UBS Financial Services July 2014 - Present
Dagley Insurance & Financial Services, Inc. March 2012 - July 2014
UBS Financial Services November 2005 - March 2012
JPMorgan Private Bank March 2004 - October 2005
JPMorgan Chase June 2001 - March 2004
Skills
Investments, Series 7, Asset Management, Hedge Funds, Investment Management, Valuation, Financial Analysis, Financial Modeling, Financial Reporting, Mergers & Acquisitions, Corporate Finance, Budgets, Accounting, Due Diligence, Microsoft Office, Strategic Planning, Equities, Customer Service, Negotiation
Education
The University of Texas at Austin 1997 — 2001
Bachelor of Arts (B.A.), Economics
Trinity Valley School 1995 — 1997
JPMorgan Chase AFCMWashington Mutual2004 - 2005
Education
The University of Texas at Austin 1991 — 1996
J.P. Morgan February 2014 - Present
JPMorgan Chase April 2010 - Present
JP Morgan January 2005 - April 2010
JPMorgan Chase October 2003 - January 2005
BMC Software August 2000 - July 2003
Noblestar May 1997 - August 2000
Skills
SDLC, Enterprise Architecture, Software Development, SOA, Agile Methodologies, Sybase, JMS, Application Architecture
Education
The University of Texas at Austin 1993 — 1998
Bachelor of Science (B.S.), Computer Science
The University of Texas at Austin 1993 — 1998
Bachelor of Science (B.S.), Mathematics
Comerica Bank March 2007 - Present
JPMorgan Chase April 1993 - March 2007
Skills
Loans, Real Estate, Commercial Banking, Banking, Mortgage Lending, Financial Analysis, Portfolio Management, Credit, Credit Analysis, Commercial Lending, Credit Risk, Lines Of Credit
Education
The University of Texas at Austin 1981 — 1985
Bachelor of Arts (B.A.), Economics
Credit Academy Sterling Bank
Credit Management
Citi Habitats July 2013 - November 2013
Triumph Property Group October 2010 - July 2013
RealtyLab May 2008 - October 2010
Games in a Flash October 2005 - May 2009
JPMorgan Chase January 2002 - November 2005
Applied Research Labs 1989 - 2001
Skills
Investment Properties, Real Estate, Real Estate Transactions, Rentals, Public Speaking, Relocation, Condos, Residential Homes, Sellers
Education
The University of Texas at Austin 1986 — 1989
Bachelor of Arts (BA), Mathematics
Alamogordo High School 1973 — 1978
Bank of America April 2011 - Present
Bank of America August 2010 - April 2011
CTG, Inc July 2008 - August 2010
CTG-British Petroleum 2008 - August 2010
JP Morgan Chase 1990 - May 2008
JPMorgan Chase June 1982 - May 2008
JPMorgan Chase June 1987 - June 2001
Education
The University of Texas at Austin 1978 — 1982
JPMorgan Chase April 2008 - Present
Washington Mutual September 2000 - March 2008
PNC Bank September 1999 - September 2000
Skills
Mortgage Banking, Refinance, Mortgage Lending, FHA financing, Loan Origination, Loans, FHA, Residential Mortgages, Investment Properties, Mortgage Underwriting, Consumer Lending, VA loans, Home Equity Loans, Certified Mortgage..., Credit, Government Loans, VA Loans, FHA Financing, Leadership, Management
Education
The University of Texas at Austin
BA
JPMorgan Chase August 1987 - Present
Bank One August 1987 - Present
Bank One - Banc One Leasing Corporation August 1987 - April 2004
Skills
Banking, Commercial Lending, Credit, Loans, Commercial Banking, Portfolio Management, Small Business Lending, Loan Origination, Capital Markets, Risk Management, Consumer Lending, Financial Structuring, Finance
Education
The University of Texas at Austin 1977 — 1981
Business Administration, Management and Operations
Realty Austin October 2013 - Present
ZipRealty October 2012 - October 2013
JPMorgan Chase March 2008 - May 2012
Skills
Credit, Loan Origination, Mortgage Banking, Loans, Mortgage Lending, Buyer Representation, Real Estate, Refinance, First Time Home Buyers, FHA, Credit Analysis, Residential Mortgages, Real Estate Transactions, Customer Retention, FHA financing, Listings, Marketing Strategy, Seller Representation, Team Building, VA loans
Education
The University of Texas at Austin 1989 — 1995
BA, International Business
Dee Dee Guzman Gonzalez, Writer/Author January 2010 - Present
Guzman WorkPlace Solutions LLC September 2008 - Present
Houston WorkLife Roundtable June 2005 - Present
JPMorgan Chase June 1988 - October 2008
Chase 1988 - 2008
JP Morgan Chase 2000 - 2006
Texas Commerce Bank 1988 - 1990
Skills
Leadership Development, Talent Management
Education
The University of Texas School of Law 1979 — 1982
Bachelor of Arts (BA)
The University of Texas at Austin 1975 — 1978
BA, Psychology
Houston Airport System May 2014 - Present
Spectra Energy October 2009 - May 2014
Spectra Energy February 2007 - October 2009
Compass Bank September 2004 - February 2007
JPMorgan Chase 1998 - 2004
Skills
Employee Relations, Talent Management, HRIS, Recruiting, Performance Management, Human Resources, Change Management, Succession Planning, Employee Engagement, Energy, Training, Organizational..., Coaching, Mergers, PeopleSoft, Leadership, Project Management, Strategic Planning, Talent Acquisition, Employee Benefits, Workforce Planning, College Recruiting
Education
University of Phoenix 2001 — 2003
MBA, Business
The University of Texas at Austin 1990 — 1995
Bachelor of Arts (B.A.), English
CAPP Institute
CaPP Institute
JPMorgan Chase Bank, N.A. June 2005 - Present
JPMorgan Chase Bank, N.A. May 2005 - Present
JPMorgan Chase 2005 - 2009
Capstone Real Estate Services 1985 - 2009
Campbell-Hogue & Associates 1998 - 2005
Campbell-Hogue & Associates 1995 - 2005
Captstone Real Estate Services, Inc. 1985 - 1995
Skills
Asset Managment, Real Estate Economics, Due Diligence, Commercial Banking, Asset Management, Credit Analysis, Portfolio Management, Real Estate Development, Loans, Credit, Securities, Real Estate, Investments, Commercial Lending, Underwriting, Mortgage Lending
Education
St. Edwards university 1977 — 1981
Bachelor of Business Administration (BBA)M, MBA. course work
The University of Texas at Austin 1977 — 1981
Texas Crating & Packing May 2009 - Present
Regions Bank June 2008 - May 2009
Wells Fargo May 2006 - June 2008
JPMorgan Chase August 2003 - May 2006
Education
The University of Texas at Austin 2000 — 2004
Direct Energy Business February 2014 - Present
JPMorgan Chase May 2008 - February 2014
Bear Energy October 2007 - May 2008
Calpine April 2002 - October 2007
Arthur Andersen LLP September 1992 - April 2002
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Financial Reporting, Mergers, Accounting, Due Diligence, Valuation, Internal Controls, Forecasting, Financial Accounting, Private Equity, Cash Management, Microsoft Excel, Finance, Budgets, Risk Management, Auditing, Managerial Finance, Strategic Financial...
Education
The University of Texas at Austin 1987 — 1992
BA, BBA, MPA, Economics, Business and Accounting
BBVA Compass March 2010 - Present
JPMorgan Chase February 2008 - March 2010
Countrywide Financial Corp. September 2006 - January 2008
Belcan TechServices July 2004 - September 2006
Education
The University of Texas at Austin 1999 — 2003
Bachelor's Degree, Business Foundations Program at the McCombs School of Business
Universidad de Alicante 2001 — 2001
Language and Culture Studies
All Saints Episcopal 1991 — 1999
MRE Consulting October 2013 - Present
JPMorgan Chase April 2003 - October 2013
Lehman Brothers December 1999 - April 2003
BankersTrust June 1998 - December 1999
Skills
Agile Application..., Server Side Programming, Software Design Patterns, Project Management, Multi-site Development, Java, Spring, Oracle, Python, JIRA, Subversion, Linux, Unix, Eclipse, Foreign Exchange, Financial Risk..., Equities Technology, FIX
Education
The University of Texas at Austin 2008 — 2010
Master of Science (M.S.), Computer Software Engineering
University of Richmond 1994 — 1998
Bachelor of Arts (B.A.), Computer Science
JPMorgan Chase October 2003 - October 2011
E. I. du Pont de Nemours and Company 1990 - 2002
DuPont 1995 - 2000
Education
The University of Texas at Austin
Bachlors of Science in Engineering, Engineering
Citibank, NA May 2008 - Present
Wells Fargo July 2006 - April 2008
JPMorgan Chase November 1997 - July 2006
Skills
Banking, Fixed Income, Credit, Capital Markets, Equities, Loans, Credit Analysis, Financial Services, Retail Banking, Financial Risk, Investments, Team Building, Securitization, Project Finance, CDO, Bonds
Education
University of St. Thomas (TX) 1995 — 1996
Masters of Business Administration (MBA), Finance, General
The University of Texas at Austin 1990 — 1993
Bachelors of Arts (B.A.), Economics
Strake. Jesuit
Ferguson, Braswell & Fraser, PC July 2014 - August 2015
Quilling, Selander, Lownds, Winslett & Moser, P.C. August 2012 - July 2014
Aurora Bank FSB (fka Lehman Brothers Bank FSB) 2003 - 2012
Basic Capital Management 1998 - 2003
JPMorgan Chase 1991 - 1994
Sound Warehouse 1988 - 1991
Skills
Litigation Management, Corporate Law, Legal Writing, Document Review, Legal Assistance
Education
The University of Texas School of Law 1979 — 1981
JD, Law
The University of Texas at Austin
Bachelor of Arts (B.A.), Plan II
Consilience Software August 2012 - Present
JPMorgan Chase August 2012 - Present
Drillinginfo October 2008 - December 2009
Shell Oil Company March 2005 - August 2008
IBM 1999 - 2005
Skills
XML, Agile Methodologies, Software Development, Java, Web Services
Education
The University of Texas at Austin 1997 — 2001
BA, Computer Science
Mary Bird Perkins Cancer Center August 2010 - Present
Louisiana Workers' Compensation Corporation August 2008 - August 2010
JPMorgan Chase June 2006 - August 2008
JPMorgan Chase February 1992 - July 2008
JPMorgan Chase February 2001 - May 2006
Louisiana, Texas and Oklahoma May 1998 - February 2001
City National Bank February 1992 - May 1998
City National Bank February 1992 - May 1998
Maison Blanche Department Stores August 1985 - February 1992
Maison Blanche Department Stores August 1985 - February 1992
Skills
Performance Management, Recruiting, Succession Planning, Talent Management, Employee Relations, Deferred Compensation, Personnel Management, Human Resources, Training, Employee Benefits
Education
The University of Texas at Austin 1979 — 1983
BS, Fash Merch
JPMorgan Chase March 2013 - Present
JPMorgan Chase July 2011 - March 2013
Qualcomm June 2010 - August 2010
Anadarko Petroleum May 2009 - August 2009
Indeed.com May 2008 - August 2008
Skills
Software Development, Web Development, Product Support, Python, Perl, Eclipse, Java, SQL, Data Analysis, Databases, AJAX, PHP, MySQL, Oracle, JSP
Education
The University of Texas at Austin
Bachelor of Science with Honors, Computer Science
US Trust October 2004 - Present
JPMorgan Chase 1999 - 2004
Education
The University of Texas at Austin
Pioneer Bank, SSB August 2014 - Present
BancorpSouth February 2014 - August 2014
Colonial National Mortgage April 2011 - February 2014
Wells Fargo Home Mortgage May 2009 - April 2011
Bank of America August 2007 - March 2009
JPMorgan Chase December 2005 - August 2007
Bank of America June 2004 - July 2005
Bank of America 1995 - 2002
Skills
Customer Service, Customer Satisfaction, Attention To Detail, Mortgage Lending, First Time Home Buyers, Real Estate, Time Management, Business Development, Consulting, Financial Analysis, Loans, Leadership, Refinance, Training, Finance, Banking
Education
The University of Texas at Austin 1986 — 1990
B. S., Advertising
Alexandria Industries November 2010 - Present
ADT Security Services October 2009 - August 2010
Horace Mann September 2008 - June 2009
JPMorgan Chase March 2006 - August 2006
Morningstar Network October 2004 - February 2006
Austin American-Statesman November 2002 - October 2004
University of Texas at Austin, Transportation Engineering Program January 1998 - May 2002
Skills
Professional Writing, Marketing Communications, Public Relations, Web Design, Writing, Newsletters, Newspaper, News Writing, Customer Satisfaction, Customer Support, Customer Service, Marketing, Management, Sales Management, Client Development, Client Liaison, HTML, Social Media, Social Networking, Insurance, Auto Claims, Office Management, Microsoft Office, Sports Writing, Sports Marketing, Internet, Sales, Direct Sales, Sales Operations, Circulation, Newsletter Production, Online News, Technical Writing, Higher Education, Credit Counseling, Internet Communications, Email Marketing, Employee Relations, Internal Communications, Internal & External..., Magazines, GIS, Marketing Research, Text Editing, Editing, Copywriting, Copy Editing, Editorial, Problem Solving, Analytical Skills
Education
University of North Texas 2006 — 2009
MJ, Journalism (Minor in Management)
The University of Texas at Austin 1998 — 2002
BA, Geography (Minor in English)
PNC Financial Services Group February 2008 - Present
Phalanx LLC December 2006 - January 2008
JPMorgan Chase 2001 - 2007
AMS LLC January 1997 - October 2001
FDIC February 1986 - December 1996
Skills
Mortgage Lending, Credit, Loans, Commercial Mortgages, Commercial Banking, Credit Analysis, Underwriting, Treasury Management, Banking, Portfolio Management, Management, Asset Based Lending, Commercial Lending, Loan Origination, Small Business Lending, Investments, Financial Analysis
Education
The University of Texas at Austin
BBA, Economics, Finance
Texas Military Institute
Bell Techlogix, Inc. February 2015 - Present
Brake Parts Inc LLC November 2014 - February 2015
JPMorgan Chase January 2013 - November 2014
IT Convergence September 2010 - July 2012
RA Solutions, Inc. 1987 - September 2010
Pinellas County School Board October 2009 - February 2010
Broward County Schools June 2009 - September 2009
Motorola 1990 - 2001
Ryder System, Inc. 1993 - 1996
Norwegian Cruise Line 1992 - 1993
Skills
Project Management, Oracle E-Business Suite, Strategic Planning, Project Planning, Network Architecture, Software Implementation, Process Improvement, Client Development, Solution Implementation, Networking, Resource Management, Change Management, Helping Clients Succeed, MS Project, Data Center, Cross-functional Team..., Contract Management, Technology Integration, Program Implementation, Help Desk Implementation, Vendor Management, Team Building, BMC Remedy, ITIL, Network Design, Infrastructure, Disaster Recovery, Integration, IT Strategy, Oracle, Management, PMP
Education
The University of Texas at Austin 1979 — 1985
BA, Computer Science
JPMorgan Chase Vice PresidentGoldman SachsDecember 2000 - July 2006
Skidmore Owings & Merrill LLP (SOM) 1988 - 2000
Education
The University of Texas at Austin
The University of Texas at Austin
JPMorgan Chase 2000 - 2003
Chase/Texas Commerce Bank 1994 - 2000
Skills
Talent Management, Onboarding, Leadership, Succession Planning, Management, Talent Acquisition, Strategic Planning, HRIS, Performance Management, Employee Engagement, Team Building, Employee Relations, Human Resources, Recruiting, Leadership Development
Education
The University of Texas at Austin
BBA, Finance/Marketing
JPMorgan Chase July 1978 - Present
Skills
Financial Analysis, Credit
Education
The University of Texas at Austin 1978 — 1980
MBA, Accounting
JPMorgan Chase Managing DirectorBank One - JPMorgan1974 - 2007
J.P. Morgan 1990 - 2005
First Chicago 1974 - 2003
J.P. Morgan 1995 - 2002
Skills
Credit, Capital Markets, Loans, Banking, Financial Analysis, Cash Management, Portfolio Management, Valuation, Financial Reporting, Commercial Lending, Investment Banking, Commercial Banking, Credit Analysis, Treasury Management, Corporate Finance, Due Diligence, Financial Modeling
Education
The University of Texas at Austin
Suffolk County Community College May 2007 - May 2009
Choice Asset Management September 2005 - May 2007
JPMorgan Chase June 2003 - September 2005
University of Houston November 2001 - June 2003
Tokyo Electron Texas January 1998 - November 2000
Education
University of Houston-Clear Lake 2000 — 2002
Master of Science, Computer Information Systems
The University of Texas at Austin 1994 — 1998
Bachelor of Business Administration, Management Information Systems
JPMorgan Chase June 2013 - Present
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Economics
The University of Texas at Austin
BS, Petroleum Engineering
Blue Sage Capital May 2014 - Present
Blue Sage Capital April 2013 - April 2014
Avista Capital Partners July 2009 - March 2013
Credit Suisse July 2007 - July 2009
JPMorgan Chase July 2006 - July 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Strategic Planning, Microsoft Word, Financial Analysis, Outlook, Research, Due Diligence, Mergers & Acquisitions, Investments, Finance, Investment Banking, Valuation, Accounting, Portfolio Management, Financial Modeling, Corporate Finance, Market Research
Education
The University of Texas at Austin 2001 — 2006
Master's degree, Professional Accounting
NTT DATA Americas September 2014 - Present
HP December 2012 - September 2014
HP November 2010 - November 2012
EDS Credit Union January 2009 - November 2010
Waddell and Reed March 2008 - January 2009
Wells Fargo Bank May 2006 - November 2007
JPMorgan Chase July 2005 - May 2006
Skills
Relationship Management, IT Solutions, Strategic Financial..., Investments, Cross Selling, Credit, Mortgage Lending, Financial Analysis, Strategic Planning, Finance, Banking, Process Improvement, Portfolio Management, Forecasting, Risk Management, Marketing, Customer Service, Account Management, Team Leadership, Sales Process, Solution Selling, Business Development, Financial Services, Sales, Sales Operations, Analysis, Negotiation, Pricing, Business Analysis, Financial Modeling, CRM, Insurance, Strategy, Corporate Finance, Business Planning, Leadership, Management, Budgets
Education
The University of Texas at Austin
B.A., ECONOMICS
University of Texas at Tyler
MBA, FINANCE
Citi June 2012 - Present
Capital One Financial Services 2010 - 2012
JPMorgan Chase 2006 - 2010
Citigroup 2000 - 2006
Skills
Business Process..., Strategy, Change Management, Vendor Management, Operations Management, Six Sigma, Cross-functional Team..., Process Improvement, Leadership, Program Management, Integration, Business Process, Risk Management, Management, Analysis
Education
Don Bosco
Don Bosco
Don Bosco
Don Bosco
Don Bosco
The University of Texas at Austin
Black Belt Certification, Six Sigma Black Belt
William & Mary
Masters, Operations Research
Pacific Union Financial, LLC November 2014 - Present
Cobalt Mortgage June 2013 - November 2014
JPMorgan Chase April 2011 - June 2013
JPMorgan Chase October 2006 - March 2011
JPMorgan Chase March 2004 - September 2006
Skills
Consumer Lending, Loans, Mortgage Lending, Small Business Lending, Branch Management, Mortgage Banking, Credit, Banking, Loan Origination, Retail Banking, FHA, Commercial Banking, Commercial Lending, Refinance, Lines Of Credit, Finance
Education
The University of Texas at Austin 1992 — 1997
Bachelor of Arts (B.A.), Psychology
Three Rivers Operating Company August 2012 - Present
Riverstone Holdings August 2009 - August 2012
JPMorgan Chase July 2007 - July 2009
JPMorgan Chase June 2006 - August 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Corporate Finance, Due Diligence, Private Equity, Capital Markets, Bloomberg, Mergers, Equities, Capital IQ, Venture Capital, Investments, LBO, Business Valuation, Mergers & Acquisitions
Education
The University of Texas at Austin 2003 — 2007
BBA, Business Honors
Wells Fargo July 2015 - Present
Wells Fargo November 2013 - July 2015
JPMorgan Chase August 2012 - November 2013
Ministry of Foreign Affairs, Taiwan August 2010 - October 2011
Applied Optoelectronics, Inc. July 2008 - June 2010
Skills
Project Management, Product Management, Testing, Data Analysis, Product Development, Analysis, Process Improvement, Semiconductors, Project Planning, Cross-functional Team..., Matlab, Risk Management, Business Analysis, Operations Management, Competitive Analysis, Strategy, Analytics, Banking, Financial Analysis, Microsoft Office, Vendor Management
Education
The University of Texas at Austin 2006 — 2008
Master of Science (M.S.), Electrical Engineering
The University of Texas at Austin 2002 — 2006
Bachelor of Science (B.S.), Electrical Engineering
United States Marine Corps, The Basic School Delta Co, 4-15 October 2014 - Present
Epiq Legal May 2013 - Present
Epiq Legal 2014 - 2014
Salient Partners April 2013 - May 2013
Merrill Lynch May 2011 - February 2013
Beacon Hill Staffing Group 2013 - 2013
Hudson Legal 2013 - 2013
JPMorgan Chase February 2009 - July 2011
Merrill Lynch August 2007 - January 2009
Indiana University Bloomington 2002 - 2006
Skills
Estate Planning, Litigation, Microsoft Excel, Strategic Planning, Wealth Management, Sales Management, Compliance, Financial Planning, Retirement Planning, Strategic Financial..., Investment Advisory, Investment Strategies, Investments, Policy, Training, Portfolio Management, Small Business, Retirement, Management, Employee Benefits
Education
Indiana University 2002 — 2006
Juris Doctorate & Master's, Public Affairs
The University of Texas at Austin 2000 — 2002
Bachelor's of Art, Pre-Law
Law Enforcement/Criminal Justice 1994 — 1998
Advanced Diploma, Law Enforcement/Criminal Justice
J.P. Morgan Asset Management July 2015 - Present
JPMorgan Chase August 2012 - July 2015
JP Morgan Chase January 2011 - August 2012
Education
The University of Texas at Austin
BA, Economics
JPMorgan Chase August 2012 - Present
Chase Bank June 2011 - August 2012
Chase Bank September 2008 - June 2011
Washington Mutual Bank July 2005 - September 2008
Skills
Consumer Lending, Banking, Loans, Credit, Series 6, Mortgage Lending, Small Business Lending, Series 63, Personal Banking
Education
The University of Texas at Austin 2008 — 2011
B.A., Spanish
The University of Texas
Bachelor of Arts, Spanish
International Checkout Inc. March 2012 - Present
Absolutely! Katy Magazines July 2008 - June 2009
The Southwestern Company May 2006 - August 2006
Southwestern Company 2006 - 2006
JPMorgan Chase May 2004 - August 2004
Education
The University of Texas at Austin
College of Natural Sciences
Bachelors Degree, Biology
McCombs School of Business
Business Foundations with Honors, Business
JPMorgan Chase January 2009 - Present
Wells Fargo March 2006 - December 2008
Target August 1999 - October 2004
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building
Education
The University of Texas at Austin 1995 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Dell January 2014 - Present
Regions Financial Corporation February 2013 - December 2013
JPMorgan Chase June 2011 - February 2013
Bank of America May 2007 - May 2009
Skills
Cloud Computing, Cloud-based, Dell Cloud, Public Cloud, Private Cloud, Cloud Computing IaaS, SaaS, PaaS, DRaaS, Cloud Storage, Hybrid Cloud, VDI, WAAS, HPCC, DevOps, Microsoft Exchange, SharePoint, Cloud Marketing, Amazon Web Services..., Windows Azure, Google Cloud, CenturyLink Cloud, VMware, Open Source, Hyper-V, Sales Presentations, Microsoft Office, Adobe Creative Suite, Flash, Dreamweaver, FHA financing, Mortgage Banking, Credit Analysis, Financial Analysis, Sales Process, Online Advertising, Banking, Financial Risk, FHA Financing, Sales, Solution Selling, Professional Services, Management, Enterprise Software
Education
The University of Texas at Austin
Self-employed - I Am Pleased Development Center January 2002 - Present
Local Initiatives Support Corporation (LISC) January 2013 - December 2014
Windsor Village United Methodist Church June 1992 - November 2002
Pyramid Community Development Corporation June 1992 - November 2002
JPMorgan Chase May 1981 - May 1992
Skills
CFRE, Nonprofits, Event Management, Public Speaking, Event Planning, Strategic Planning, Non-profit Fund..., Community Development, Faith-based, Capacity Development, Organizational..., Executive Management, Real Estate Development, Underwriting, Business Development, Grants, Leadership Development, Affordable Housing, Community Outreach, Grant Writing, Program Development, Program Management, Volunteer Management
Education
Comprehensive Fund Development: A Rice University Certificate Program 2009 — 2010
Fund Development
The University of Texas at Austin 1977 — 1981
Bachelor of Business Administration (B.B.A.), Finance
BNY Mellon December 2005 - Present
JPMorgan Chase August 2005 - November 2005
JPMorgan Chase June 2003 - August 2005
Skills
Portfolio Management, Risk Management, Fixed Income, Management, CRM, Structured Finance, Negotiation, Auditing, Bloomberg, Securities, Mutual Funds, Equities, Derivatives, Investments, Asset Management, Wealth Management, Financial Services, Banking, Capital Markets, Financial Analysis
Education
The University of Texas at Austin 2002 — 2004
Bachelor of Arts (B.A.), Economics
Bellaire High School 1996 — 1999
Nationstar Mortgage June 2009 - Present
Comerica Bank August 2005 - August 2006
JPMorgan Chase September 2001 - April 2005
Skills
AutoCAD, Photoshop, SketchUp, LSAMS, FileNet, LPS Desktop, Microsoft Word, Microsoft Excel, Microsoft SQL Server
Education
The University of Texas at Austin 2002 — 2008
Bachelor of Architecture (B.Arch.), Architecture
JPMorgan Chase August 2010 - Present
SnapStream Media June 2008 - February 2010
Education
The University of Texas at Austin 2003 — 2008
Bachelor of Science (B.S.), Computer Science
JPMorgan Chase July 2011 - Present
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance, Business Honors Program
The University of Texas at Austin
Bachelor of Arts (BA), Plan 2
Self-employed SingerSaint Louis Symphony Chorus2013 - Present
Chicago Symphony Chorus 1999 - 2006
JPMorgan Chase 1999 - 2003
Edward Jones 1996 - 1999
AEON 1995 - 1996
Education
The University of Texas at Austin 1991 — 1995
Bachelor's Degree, International Business, With Honors