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
Nino's Trucking August 2010 - Present
Silver Eagle Distributors March 2014 - May 2014
JPMorgan Chase July 2013 - January 2014
Chapala de Jalisco August 2008 - July 2013
Skills
Microsoft Office, Management, Customer Service, Customer Satisfaction, Bilingual-English/Spanis..., Cash Handling Experience, Leadership, Multi Tasking, Microsoft Word, Communication, Analitical, Time Management, Sales Management, Business Intelligence, Organization, Customer Support, Bilingual, Team Building, Teamwork, Banking, Entrepreneurship, Small Business, New Business Development
Education
The University of Texas at San Antonio 2010 — 2015
JPMorgan Chase October 2011 - Present
JPMorgan Chase March 2013 - March 2014
Jamaica Productivity Center April 2009 - August 2011
JMMB March 2007 - April 2009
Skills
Business Analysis, Banking, Risk Management, Finance, Business Process..., Management Consulting, Business Transformation, Business Planning, Research, Change Management, Project Management, Financial Analysis, Portfolio Management, Organizational..., Microsoft Office, Management, Business Strategy, Sales, Microsoft Excel, Analysis, Customer Service
Education
University of California, Los Angeles 2014 — 2015
Credit Analysis & Management Certificate
The University of the West Indies, Mona 2003 — 2007
Bachelor’s Degree, Banking and Finance
Liberty Machine Works January 2014 - Present
USAA 2013 - 2014
JPMorgan Chase 2012 - 2013
Skills
Building Relationships, Bilingual, Cross Selling, Business Relationship..., Oil & Gas Industry, Downhole Tools, CNC Machine, CNC Manufacturing, Oilfield, Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Sales, Social Media, Time Management
Education
The University of Texas at San Antonio 2008 — 2012
Bachelor's Degree, Public Relations, Advertising, and Applied Communication
JPMorgan Chase March 2014 - Present
USAA May 2013 - March 2014
Boeing April 2011 - May 2013
New Breed Logistics February 2009 - June 2010
Skills
Corporate Fraud..., Compliance, Six Sigma, Logistics, Supply Chain, Forklift Operator, International &..., Warehouse Control, Accounting, Lean Fundamentals, Inventory Planning, Parts Ordering, Supply Ordering, Aerospace, Microsoft Applications, Inventory Accuracy, Distribution Center..., Hazardous Materials, Kanban, IATA, Microsoft Excel, Leadership, Risk Management, Public Speaking, Banking, Management, Sales, Process Improvement, Team Building, Financial Analysis
Education
The University of Texas at San Antonio 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting, 3.51
Billings Central
BBVA Compass 2015 - Present
JPMorgan Chase September 2007 - July 2015
Wachovia Securities Financial Network 2006 - 2007
Smith Barney 2005 - 2006
Skills
Relationship Management, Building Relationships, Banking, Commercial Banking, Branch Banking, Retail Banking, Internet Banking, Finance, Corporate Finance, Personal Finance, Financial Analysis, Financial Reporting, Investment Banking, Investment Strategies, Investment Advisory, Commercial Lending, Small Business Lending, Asset Based Lending, Cash Flow Lending, Consumer Lending, Loans, Loan Origination, Government Loans, Cash Management, Cash Flow, Credit, Credit Analysis, Customer Service, Financial Services, Strategic Planning, Credit Risk
Education
The University of Texas at San Antonio 2000 — 2005
Bachelor of Science (B.S.), Finance, General
Pine Tree ISD
Pine Tree ISD
Pine Tree ISD
Geneva Advisors 2013 - Present
Citigroup 2010 - 2013
HSBC Securities 2006 - 2009
JPMorgan Chase 2003 - 2006
UBS 2002 - 2002
Skills
Equities, Portfolio Management, Investment Banking, Banking, Fixed Income, Strategy, Wealth Management, Private Banking, Business Development, Risk Management, Financial Modeling, Management, Financial Analysis, Finance, Financial Services, Investments, Due Diligence, Business Analysis, Securities, Mutual Funds, Hedge Funds, Emerging Markets, Financial Markets, Bloomberg, Capital Markets
Education
Thunderbird School of Global Management 2001 — 2003
MBA
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.)
SSAISD August 2008 - Present
JPMorgan Chase June 2007 - August 2008
Education
The University of Texas at San Antonio
Master of Business Administration (MBA)
The University of Texas at San Antonio
Bachelor of Science (BS), Biology, General
Systems & Methods August 2015 - Present
Millennium1 Solutions 2014 - August 2015
BD 2011 - 2014
VMC December 2010 - December 2011
Transcom September 2009 - June 2010
Afni July 2008 - September 2009
JPMorgan Chase February 2005 - July 2008
Skills
Call Center, Team Leadership, Call Centers, Sales, Leadership, Management, Coaching, Process Improvement, Program Management, Customer Service, Customer Satisfaction, Policy, Performance Management, Microsoft Excel, Training, Operations Management, Leadership Development, Customer Experience, Software Documentation
Education
The University of Texas at San Antonio 2005 — 2008
Bachelors, Business Management
Northwest Vista College 2002-2005 2002 — 2005
Associates, Business Administration
JOHN JAY HIGH SCHOOL 1992 — 1996
Suncoast Credit Union August 2015 - Present
Bank of America January 2015 - July 2015
Bank of America October 2009 - January 2015
Cenlar FSB March 2007 - October 2009
JPMorgan Chase April 2005 - December 2006
Toll Brothers February 2000 - March 2005
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Residential Mortgages, Credit, FHA, Refinance, Banking, Reverse Mortgages, Loan Servicing, Underwriting, Commercial Lending, Mortgage Servicing, Commercial Mortgages, Mortgage Underwriting, Financial Services, Credit Analysis, Retail Banking, USDA, Consumer Lending, FHA financing, VA loans, Finance, VA Loans, FHA Financing
Education
Thomas Edison State College 2003 — 2004
Additional credits
Chadwick University and Thomas Edison State College 1991 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General, 3.4 GPA Honors Graduate
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase May 2014 - March 2015
JPMorgan Chase May 2009 - May 2014
Skills
Business Analysis, Account Management, Banking, Business Requirements, Call Centers, Customer Service, Data Analysis, Financial Analysis, Financial Modeling, Management, Microsoft Excel, Microsoft Office, New Business Development, PMO, Process Improvement, Requirements Gathering, Risk Management, SDLC, SQL, SharePoint, Software Project..., Team Leadership, Telecommunications, Vendor Management, Analysis, Strategic Planning, Leadership
Education
The University of Texas at San Antonio 2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Camp Waldemar May 2000 - Present
JPMorgan Chase January 2010 - September 2011
Academy Sports + Outdoors November 2009 - January 2010
Skills
Bilingual, Microsoft Excel, Customer Service, Outlook, PowerPoint, Microsoft Word, Time Management, Microsoft Office, Sales, Data Entry, Customer Satisfaction, Teamwork, Leadership, Team Leadership, Administrative..., Social Networking, Telephone Skills, Training, Spanish, Social Media Marketing, Social Media, Management, Facebook
Education
The University of Texas at San Antonio 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
Independent Agent - Memorial Hermann Medicare Advantage Major Client RelationsCJN Offshore Solutions2013 - Present
J.P. Morgan March 2013 - March 2014
JPMorgan Chase May 2010 - March 2014
New Home Builders February 1997 - August 2008
Skills
Loans, Customer Service, Credit, Accounting, Risk Management, Banking, Financial Analysis, Finance, Insurance, Portfolio Management, Financial Services, Budgets, Asset Management, Strategic Financial..., Financial Planning, Relationship Management, Sales, Leadership, Negotiation, Project Management, Microsoft Word, Marketing, PowerPoint, Marketing Strategy, Project Planning, Contract Negotiation, Business Development, Outlook, Business Strategy, Team Building, Public Speaking, Sales Management, Microsoft Office, Strategic Planning, Microsoft Excel, Management, Small Business
Education
The University of Texas at San Antonio 1991 — 1994
Bachelor of Arts (B.A.), Political Science and Government
The University of Texas at San Antonio
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
The Advisory Board Company October 2014 - Present
Longhorn Health Solutions April 2013 - October 2014
JPMorgan Chase 2011 - 2012
Team 55 @ Abilene Christian University 2004 - 2006
Skills
Python, Ruby on Rails, CSS, HTML, SQL, Data Transformation, VoIP, Active Directory, Business Analysis, Group Policy, Linux System..., Red Hat Linux, DNS, Microsoft Word, PowerPoint, Network Administration, Computer Hardware, Help Desk Support, Windows System..., Windows Server, Microsoft Office 365..., SharePoint, Asterisk, Call Center..., Shell Scripting, Apache, WordPress, Ticketing Software, Remote User Support, Amazon Web Services..., C#, Workstation..., LAN-WAN, Firewalls, TCP/IP, IT Procurement, Buyers, Project Management, Supervisory Skills, RabbitMQ, Training, Team Building, Public Speaking, Marketing, Microsoft Excel, Strategic Planning, Customer Service
Education
The University of Texas at San Antonio 2006 — 2011
BA, Political Science
ThomasARTS April 2015 - Present
Mountain America Credit Union August 2014 - April 2015
Kele, Inc. October 2012 - September 2014
ServiceMaster - American Home Shield March 2011 - November 2012
SDH Management December 2008 - March 2011
JPMorgan Chase June 2007 - December 2008
Wells Fargo Bank April 2005 - June 2007
Skills
Sales, Strategic Planning, Marketing Strategy, Direct Marketing, New Business Development, Marketing, B2B Marketing, Brand Management, Demand Generation, Digital Marketing, Eloqua, Lead Generation, Salesforce Administrator, Marketing Automation, Management, Account Management, Integrated Marketing, Market Research, B2B, Leadership, Marketing Management, Training, P&L Management, Forecasting, Competitive Analysis, CRM, Product Marketing, Analytics, Product Development, Online Marketing, Email Marketing, E-commerce, Cross-functional Team..., Negotiation, Strategic Partnerships, Strategy
Education
Thunderbird School of Global Management
MBA, Global Management, International Marketing Strategy and Brand Management
Utah State University
BA, Economics, Marketing, Mandarin Chinese
WellMed Medical Management June 2015 - Present
AB October 2014 - Present
JPMorgan Chase August 2011 - September 2014
JPMorgan Chase September 2009 - December 2010
JPMorgan Chase September 2008 - September 2009
Washington Mutual March 2006 - August 2008
Skills
Analysis, Call Centers, Data Analysis, Business Process..., Business Analysis, Customer Experience, SDLC, Financial Services, Process Improvement, Access, Call Center, Outsourcing, Economics, Customer Service, Customer Retention, Team Supervision, Microsoft Excel, PowerPoint, Microsoft Word, Training & Development, SharePoint, RTA, Team Building, SAS Base, SAS EPG, SAS programming
Education
The University of Texas at San Antonio 2011 — 2014
Bachelor of Arts (B.A.), Economics
University of the Incarnate Word 2008 — 2009
International Business
Trey J. Blocker, PLLC December 2014 - Present
Texans for Greg Abbott August 2013 - November 2014
Texas Senate January 2013 - August 2013
JPMorgan Chase June 2011 - August 2011
Texas Association of REALTORS® May 2010 - August 2010
Skills
Microsoft Office, Capital Markets, Westlaw, Legal Research, Legal Writing, Microsoft Excel, Research, Financial Analysis, PowerPoint, Social Media, Social Media Marketing, Photoshop, Spanish, Social Networking, Outlook, Fundraising, Marketing Communications, Facebook, Event Planning, Strategic Planning, Public Relations, Microsoft Word, Team Leadership, Market Research, Customer Service, Editing, Event Management, Business Strategy, Non-profits, Public Speaking, Administrative Law, Public Policy, Legislation, Corporate Law, Policy Analysis, Politics, Policy, Political Law, Litigation, Legislative Relations, Legislative Research, Election Law, Legal Assistance, Legislative Policy, Civil Litigation, Statutory Interpretation, Licensing, Legislative Affairs, Political Campaigns, Government
Education
Georgetown University-Walsh School of Foreign Service 2005 — 2009
Bachelor's Degree, Science, Technology, and International Affairs
The University of Texas School of Law 2009 — 2012
Doctor of Law (J.D.)
JPMorgan Chase July 2008 - Present
Office of the Comptroller of the Currency July 2007 - January 2008
Skills
Anti Money Laundering, AML, Banking, Compliance, KYC, Accounting, OFAC, Finance, Auditing, Microsoft Office, Tax, Fraud, Internal Controls, Bank Secrecy Act, USA PATRIOT Act, Risk Management
Education
The University of Texas-Pan American 2006 — 2007
Master of Science (MS), Accounting
The University of Texas-Pan American 2002 — 2006
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase February 2007 - Present
AllianceBernstein August 2002 - February 2007
Skills
AML, Banking, Bank Secrecy Act, USA PATRIOT Act, Compliance, Investigation, Team Management, Case Managment, Microsoft Excel, Microsoft Word, Annual Reviews, Job Coaching, Performance Management, Performance Improvement, Performance Appraisal, Employee Training, Typology, Anti Money Laundering, Terrorist Financing, Technical Writing, Report Writing, SAR, Market Timing, Series 6, Series 63, Life Insurance
Education
The University of Texas at San Antonio 1999 — 2002
Bachelor's degree, Criminal Justice
EMD Serono, Inc. September 2014 - Present
Intel Corporation July 2012 - March 2014
Wells Fargo July 2009 - December 2010
Wells Fargo March 2009 - June 2009
JPMorgan Chase August 2005 - February 2009
Skills
Business Strategy, Market Research, Mortgage Lending, Loans, Underwriting, Finance, Program Management, Marketing Strategy, Strategy, International Business, Corporate Finance, Cross-functional Team..., Management, Data Analysis, Valuation, Portfolio Management, Financial Modeling, Business Analysis, Leadership, Financial Analysis, Strategic Planning, Emerging Markets, Entrepreneurship, Forecasting, Budgets, Competitive Analysis, Analysis, Risk Management, Business Planning
Education
Thunderbird School of Global Management 2010 — 2012
MBA, International Finance
University of Wisconsin-Oshkosh 2001 — 2005
B.B.A., Economics
Amegy Bank March 2005 - Present
JPMorgan Chase January 1999 - February 2005
Skills
Sales Management, Portfolio Management, Small Business Lending, Sales Process, Credit Analysis, Process Improvement, Customer Experience, Banking, Business Strategy, Change Management
Education
The University of Texas at San Antonio
BBA, Finance
University of Phoenix
MBA
JPMorgan Chase October 2013 - August 2014
Hobby Lobby September 2012 - October 2013
Hollister Co. July 2010 - November 2011
Kiddos Party & Fun March 2010 - January 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Sales, Data Entry, Retail, Teamwork, Cashiering
Education
The University of Texas-Pan American 2011 — 2014
Bachelor's degree in Business Administration, Accounting
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase October 2011 - Present
Tata Consultancy Services November 2006 - October 2011
SOBIS Software GmbH August 2004 - November 2006
Skills
PL/SQL, Oracle, SDLC, Requirements Analysis, Software Project..., Lotus Notes, Lotus Domino, SharePoint, Microsoft Office..., Migration Projects, Web Services, Solution Architecture, XML, Quest Migration Manager, Swing, Project Management, Project Planning, Project Estimation, Project Portfolio..., Application Architecture
Education
Thiagarajar College of Engineering 2001 — 2004
MCA, Computers
Capital One March 2014 - Present
Capital One October 2012 - March 2014
HSBC January 2012 - March 2012
JPMorgan Chase January 2007 - July 2011
Susquehanna Bank August 2005 - December 2006
Valley National Bank February 2002 - May 2005
Valley National Bank October 1998 - January 2000
Skills
Banking, Loans, Financial Analysis, Commercial Banking, Bank Secrecy Act, Retail Banking, Credit Analysis, Coaching, Microsoft Office, Sports, AML, Customer Service, Accounting, Mortgage Lending, Payments, Anti-Money Laundering, Microsoft Excel, People Management, Process Improvement, Process Management, Communication
Education
Thomas Edison State College 2005 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.1
The Home Depot May 2012 - Present
The Home Depot January 2012 - Present
JPMorgan Chase September 2002 - January 2012
Education
Thomas Edison State College 2011 — 2014
Bachelor of Science (BS), Marketing/IT
BCA 2008 — 2011
Bachelor of Science (BS), Pastoral Counseling and Specialized Ministries, 3.5
NYLIFE Securities LLC February 2015 - Present
J.P. Morgan August 2013 - November 2014
JPMorgan Chase September 2012 - August 2013
Farmers Insurance May 2011 - August 2011
Abercrombie & Fitch November 2007 - January 2011
Skills
Microsoft Excel, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Sales, Management, Finance, Teamwork, Financial Analysis, Public Speaking, Research, Banking
Education
The University of Texas-Pan American 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Sharyland High School 2004 — 2008
Pacific & Atlantic Management Company October 2008 - Present
Qatar Foundation January 2007 - February 2008
Heritage OneAmerica 2006 - 2007
JPMorgan Chase 2003 - 2005
Principal Financial Group April 2002 - July 2003
Bank Al Jazira 1998 - 2000
Citi September 1996 - September 1998
Janney Montgomery Scott September 1994 - May 1996
Prudential-Bache International August 1993 - October 1994
American Express 1986 - July 1993
Skills
Asset Management, Risk, Private Equity, Hedge Funds, Mergers, Strategic Planning, Investments, Financial Modeling, Alternative Investments, Due Diligence, Emerging Markets, Investment Advisory, Restructuring, Valuation, Portfolio Management, Investment Strategies, Divestitures, Start-ups, Joint Ventures, Business Strategy, Commodities, Asset Allocation, Management Consulting, Strategy Development, Compliance, Asset Managment, Financial Risk, International Joint..., Mergers & Acquisitions, Strategy, Executive Management, Financial Structuring, Investment Banking, Venture Capital, Banking, Governance, Risk Management, Capital Markets, Financial Services, Equities, Management, Corporate Finance, Strategic Financial..., Financial Analysis, Fixed Income, Finance, Investment Management, Leadership, Business Planning, Financial Markets
Education
Purdue University -BS-Krannert School of Management
BS, Management
Purdue University School of Humanities BA
BA, Spanish
Thunderbird School of Global Management
MBA, International Finance & Banking
JPMorgan Chase November 2007 - Present
JPMorgan Chase March 2005 - November 2007
H.E.B. Grocery Company Store March 1999 - March 2005
Skills
Training Delivery, Software Training, Instructor-led Training, Performance Improvement, Conflict Resolution, Technical Training, New Hire Orientations, Job Coaching, Adult Education, Staff Development, Communication Training, Employee Engagement, Software Documentation, Onboarding, Performance Management, SharePoint, Hands-on Training
Education
The University of Texas at San Antonio 1998 — 2003
Bachelors of Arts, Psychology
Wells Fargo July 2013 - Present
HSBC March 2011 - February 2013
JPMorgan Chase August 2008 - February 2011
Citi April 2007 - August 2008
Chemfocus LLC August 2002 - August 2006
Enron April 2001 - December 2001
Chematch / Chemconnect April 2000 - April 2001
Samsung May 1996 - April 2000
Halliburton / Landmark Graphics June 1995 - May 1996
Wells Fargo Bank, N.A. January 1987 - May 1994
Skills
Commercial Banking, Credit, Banking, Treasury Management, Portfolio Management, Trading, Trade Finance, Derivatives, Finance, FX Options, Relationship Management, Loans, Credit Analysis, Commodity, Credit Risk, Mergers & Acquisitions, Financial Risk, Commercial Lending, Management, Business Development
Education
Thunderbird School of Global Management 1994 — 1996
MBA
Escuela Campo Alegre de Caracas
Fork Union Military Academy
Massanutten Military Academy
JPMorgan Chase & Co. May 2011 - Present
JPMorgan Chase May 2013 - January 2015
JPMorgan Chase May 2011 - May 2013
Bank of America May 2009 - April 2011
Woolwich Bank - London UK August 2006 - April 2009
General Catering Supplies Limited - London UK January 2003 - July 2006
Skills
Analysis, Banking, Credit, Customer Service, Financial Analysis, Management, Mortgage Lending, Portfolio Management, Risk Management, Sales
Education
Business College of London
Diploma, Business and Personal/Financial Services Marketing Operations
Karachi College of Computer Science
Diploma, Information Technology
London Business College
Diploma, Accounting and Business/Management
The University of Texas at San Antonio
Project Management, Project Management
University of Karachi – Pakistan
Bachelor, Commerce
Ally Financial Inc. January 2015 - Present
JPMorgan Chase July 2012 - December 2014
BMW of San Antonio April 2011 - April 2012
MOGO February 2009 - April 2011
Universal Toyota April 2007 - February 2009
Skills
Finance, Credit, Mortgage Banking, Mortgage Lending, Commercial Lending, Credit Analysis, FHA, Loan Origination, Loans, Refinance, Residential Mortgages, Consumer Lending, FHA Financing, FHA financing, USDA, Negotiation, Reverse Mortgages, Sales, Sales Management, VA Loans, VA loans, Customer Retention, Customer Service, Sales Process, Team Building
Education
The University of Texas at San Antonio 2000 — 2003
Bachelor's degree, Political Science and Government
People's United Bank June 2011 - Present
JPMorgan Chase May 2003 - June 2011
Astoria Federal Savings October 1999 - May 2003
Skills
Wealth Management, Capital Markets, Commercial Lending, Credit, Banking, Retail Banking, Credit Analysis, Portfolio Management, Loans, Small Business Lending, Consumer Lending, Mortgage Lending, Relationship Management, Branch Management, Cross Selling, Credit Risk, Financial Analysis, Financial Services, Investment Advisory, Loan Origination, Management, Private Equity, Risk Management
Education
The University of Wolverhampton 1984 — 1987
BA Honors, Economics
NetWorth Realty November 2014 - Present
TMX Finance March 2013 - October 2014
Enterprise Rent a Car 2009 - 2013
JPMorgan Chase August 2006 - May 2009
Skills
Customer Satisfaction, Sales, Sales Management, Customer Service, Inventory Management, Management, Profit, Operations Management, Team Building, Account Management, Cold Calling, Customer Retention, Process Scheduler, Marketing
Education
The University of Texas at San Antonio 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fiserv April 2015 - Present
PNC Mortgage January 2013 - April 2015
JPMorgan Chase July 2012 - January 2013
JPMorgan Chase September 2011 - July 2012
JPMorgan Chase May 2011 - September 2011
Urban Trust Bank April 2010 - October 2010
Sterling Home Retention Solutions April 2009 - January 2010
SunTrust November 2008 - March 2009
United Auto Credit Corporation February 2003 - September 2008
Washington Mutual, Inc. October 1999 - October 2002
Skills
Human Resources, Process Improvement, Loans, Mortgage Lending, Recruiting, Customer Service, Employee Training, Underwriting, Mortgage Underwriting, Consumer Lending, Foreclosures, Loss Mitigation, Mortgage Banking, Team Building, Mortgage Servicing, Finance, Credit, Collections, Management, Sales, Real Estate, Analysis, Loan Origination, Training, Risk Management, Call Centers, Banking, Negotiation, Marketing, Portfolio Management, Credit Analysis, Retail Banking, Financial Services, Executive Management, Lines Of Credit, Insurance, Residential Mortgages, Credit Risk, Financial Risk, Leadership Development, Loan Servicing, Mentoring
Education
Troy University 2003 — 2004
Master of Science in Management, International Management and Human Resources, 3.7
Thomas Edison State College 1999 — 2001
Bachelor of Science, Business Adminstration, Human Resources
Brenau Academy 1984 — 1986
High School
Andrews High School 1982 — 1984
JPMorgan Chase October 2011 - Present
Chase November 2009 - October 2011
Chase August 2006 - October 2009
Skills
Banking, Credit, Mortgage Lending, Risk Management, Mortgage Banking, Financial Services, Business Analysis, Strategic Planning, Coaching, Quality Assurance, Retail Banking, Leadership, Call Centers, Management, Customer Service, Team Building, Business Process...
Education
The University of Texas at San Antonio 2014 — 2015
Project Management Certified
Universidad Michoacana de San Nicolás de Hidalgo 1993 — 1996
Master's degree, Medicinal and Pharmaceutical Chemistry
Citi May 2015 - Present
LivePerson October 2014 - April 2015
LivePerson January 2012 - October 2014
JPMorgan Chase December 2010 - January 2012
JPMorgan Chase April 2010 - December 2010
JPMorgan Chase April 2005 - August 2007
JPMorgan Chase March 2004 - April 2005
JPMorgan Chase October 2003 - March 2004
JPMorgan Chase October 2001 - October 2003
Skills
NICE, Avaya, Monte Carlo Simulation, Crystal Ball, Capital Budgeting, Business Analysis, System Design, Use Case Analysis, User Acceptance Testing, Regression Testing, Mosaix, Sales, Direct Marketing, Risk Management, SDLC, Relationship Management, Call Center, Management, Vendor Management, Operations Management, Financial Services, Business Process..., CRM, Process Improvement, Outsourcing, Project Management, Analytics, Salesforce.com, Program Management, Cross-functional Team..., Software Project..., SaaS, Product Management, Enterprise Software, Professional Services, Customer Experience, Business Process, Strategy, Call Centers, Leadership, PMO, Requirements Analysis, Team Leadership, Business Planning, Integration, Sales Operations, Strategic Partnerships, Cloud Computing, Business Intelligence, Forecasting
Education
Thunderbird School of Global Management 2012 — 2014
MBA, Global Management
University of Tampa - John H. Sykes College of Business 2009 — 2011
Bachelor of Science, International Business & Finance
BBVA Compass November 2001 - Present
JP Morgan Chase 1994 - 2001
JPMorgan Chase 1992 - 1994
Skills
Working Capital..., Acquisition Financing, Commercial Banking, Corporate Finance, Project Finance, Equipment Finance, Treasury Management, Interest Rate Risk..., Business Relationship..., Finance, Financial Services, Loans, Mergers & Acquisitions
Education
The University of Texas at San Antonio 1983 — 1985
MBA, Corporate Finance
Trinity University 1979 — 1983
BA, Political Science, Economics
Texas Department of Insurance June 2012 - Present
CentroMed September 2011 - May 2012
JPMorgan Chase November 2006 - March 2012
International Bank of Commerce June 2005 - July 2006
Southwest Texas Junior College January 2004 - May 2005
Skills
Microsoft Office, Cash Management, Auditing, Financial Analysis, Budgeting, Budget Analysis, Budget Development, Budget Preparation, Budget Oversight, Budget Tracking, Budget Allocation, Monthly Reporting, Productivity Software, Variance Analysis, Financial Reporting, Accounting, Internal Controls, Financial Statements, Microsoft Excel, Insurance, PowerPoint, Account Reconciliation, Microsoft Word, GAAP, Risk Management, Cash Flow, Internal Audit, Accounts Receivable, Data Analysis
Education
The University of Texas at San Antonio 2007 — 2010
B.B.A., Accounting
St. Mary's University, School of Business 2005 — 2005
Finance
Southwest Texas Junior College 2003 — 2005
Associate of Arts, General Business
The University of Texas at San Antonio
Masters of Accountancy
JPMorgan Chase January 2014 - Present
The Madison Square Garden Company May 2002 - Present
Napoli Bern Ripka Shkolnik LLP April 2013 - November 2013
Westminster Securities Corporation September 2007 - September 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Legal Research, AML, Attorneys, Legal Compliance, Legal Writing, Litigation, Banking, Due Diligence, Corporate Law, Westlaw
Education
Thomas M. Cooley Law School 2009 — 2012
Doctor of Law (J.D.), Business/Corporate Communications
Saint John's University 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance, General
SENTEL Corporation - Air Force Medical Evaluation Support Activity January 2011 - Present
Y & L Consultants - SACU December 2010 - April 2011
Bexar County Information Systems April 2010 - September 2010
USAA January 2009 - August 2009
J.P. Morgan Chase (formerly WaMu) January 2008 - January 2009
JPMorgan Chase 2006 - 2009
Washington Mutual January 2006 - January 2008
Harland Clarke January 2004 - January 2006
Harland Clarke July 1990 - January 2004
Skills
Requirements Management, Access, Visio, Leadership, Databases, Business Analysis, Process Improvement, Software Documentation, Vendor Management, Project Management, Quality Assurance, Program Management, Analysis, Banking, Business Process, Change Management, Cross-functional Team..., IT Management, Management, PMP, Requirements Analysis, Requirements Gathering, Risk Management, SDLC, Testing, SharePoint, SQL
Education
The University of Texas at San Antonio 2002 — 2005
Bachelors, Business Administration
John F. Kennedy High School, San Antonio
High School Diploma
JPMorgan Chase 1988 - 1996
Citi 1981 - 1988
Skills
Fluent in French,..., Budgets, Public Speaking, Strategic Planning, Microsoft Excel, Microsoft Office, Advertising, Sales, Financial Analysis, Marketing, Public Relations, Market Research, Fixed Income, Customer Service, Fundraising, Marketing Strategy
Education
Thunderbird School of Global Management 1979 — 1980
Master of Business Administration (MBA), International Business
University of Maryland Baltimore County 1975 — 1979
French
self July 2012 - Present
J.P. Morgan June 2002 - Present
Disability Advocate 2008 - 2012
JPMorgan Chase 2002 - 2012
Skills
Non-profits, Social Media, Social Services, Teaching, Crisis Intervention, Team Building, Event Management, Budgets, Counseling Psychology, Program Management, Change Management, Team Leadership, Organizational..., Child Development, Public Speaking, Child Advocacy, Customer Service, Customer Advocacy
Education
The University of Texas at San Antonio 2011 — 2014
University of Phoenix 2007 — 2010
Bachelor of Science (BS), Non-Profit/Public/Organizational Management, 3.59
Auto Paint Specialties Inc. April 2012 - Present
JPMorgan Chase July 2011 - April 2012
UTPA Athletics September 2010 - December 2010
Lone Star National Bank December 2009 - August 2010
UTPA August 2007 - March 2009
Skills
Customer Service, Public Speaking, Marketing, Event Planning, Social Media Marketing, Social Networking, Social Media, Microsoft Excel, PowerPoint, Microsoft Office, Team Building, Microsoft Word, Sales, Outlook, Advertising, Management
Education
The University of Texas-Pan American 2006 — 2010
Bachelor, Management
James "Nikki" Rowe High School 2001 — 2005
U.S. Bank June 2011 - Present
JPMorgan Chase January 1991 - February 2011
Ernst & Young June 1987 - January 1990
Skills
Financial Analysis, Banking, Portfolio Management, Business Strategy, E-Learning, Team Building, Marketing, Business Analysis, Finance, Investments, Videographer, Money Management, Healthcare, Hospitals
Education
Thunderbird School of Global Management 1989 — 1990
MBA International Business
University of Michigan 1983 — 1987
BBA
Semi-Retired April 2015 - Present
EOG Resources August 2012 - April 2015
Constellation Energy April 2012 - August 2012
NRG for RCG Global Services October 2011 - November 2011
At Litton Loan Services for Quality Contax January 2009 - September 2011
JPMorgan Chase 1997 - 2009
Schlumberger, Coastal Corp., RCG Information Technology & Compaq September 1975 - September 1996
Skills
Oracle, Database Design, Data Warehousing, PL/SQL, SDLC, Data Modeling, SQL, ETL, Unix Shell Scripting, Visio, SharePoint, Erwin, Microsoft SQL Server, Databases, Business Analysis, Business Intelligence, Database Administration, Unix, Performance Tuning, Informatica, Access, Business Objects, Testing, Disaster Recovery, SQL Tuning, Visual Basic
Education
University of Houston 1978 — 1982
MBA, Management & Statistics
The University of Texas-Pan American 1972 — 1974
BS, Math & Physics
Amazon Web Services September 2015 - Present
Fox (Film, TV & Sports) April 2015 - Present
Brizan Consulting Services October 2013 - September 2015
REDWING September 2014 - March 2015
JPMorgan Chase October 2007 - September 2013
Skills
Solaris, Unix, Process Improvement, SDLC, Enterprise Architecture, Disaster Recovery, AIX, Virtualization, IT Strategy, Servers, Vendor Management, High Availability, Solution Architecture, Integration, Data Center, Cloud Computing, ITIL
Education
Thomas Edison State College 2014 — 2016
Nuclear Engineering Technology
New Jersey City University 2005 — 2007
Navy Nuclear Field A School 2000 — 2001
Intuit, Inc. July 2015 - Present
Intuit December 2011 - June 2015
JPMorgan Chase February 2005 - November 2011
Skills
Vendor Management, Call Centers, Process Improvement, Cross-functional Team..., Customer Experience, Quality Assurance, Change Management, Call Center, Business Analysis
Education
The University of Texas at San Antonio 2003 — 2010
Management, Business
The Mortgage Law Firm June 2014 - Present
Phoenix College August 2012 - Present
JPMorgan Chase November 2010 - June 2014
Creative Finance, Inc. August 2009 - August 2010
Colorado Court of Appeals January 2009 - August 2009
Skills
Estate Planning, Creditors' Rights, General Litigation, Banking Law, Corporate Law, Bankruptcy, Wills, Trusts, Westlaw, Trials, College Teaching, Hearings, Litigation, Legal Issues, Legal Documents
Education
Thomas Jefferson School of Law 2006 — 2008
JD, Law
University of Wisconsin-Madison 2001 — 2005
BA, English
Royall High School 1998 — 2001
High School Degree, High School
The University of Texas at San Antonio August 2014 - Present
JPMorgan Chase June 2014 - August 2014
EY February 2014 - April 2014
GE Oil & Gas June 2013 - August 2013
The University of Texas at San Antonio September 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Photoshop, Public Speaking, Negotiation, Epicor, Bloomberg Software, Leadership, Teamwork, Event Planning, Payroll, Accounts Receivable, General Ledger, QuickBooks, Accounting, Teaching
Education
The University of Texas at San Antonio 2010 — 2015
Five-Year (150-Hour) Professional Accounting Program, Accounting, Cummulative GPA: 3.96
Health Catalyst April 2015 - Present
Health Catalyst November 2014 - April 2015
Health Catalyst April 2014 - November 2014
Accretive Health January 2013 - April 2014
Accretive Health April 2012 - January 2013
Equation Consulting October 2010 - February 2012
JPMorgan Chase 2006 - 2008
Skills
Financial Modeling, Creative Problem Solving, Compensation Plans, Financial Analysis, Healthcare Consulting, Compensation & Benefit, Income Statement, Microsoft SQL Server, Microsoft Excel, Revenue Cycle Management, Medical Group Management, Increase Productivity, Data Analysis, Physicians, Strategic Planning, Physician Relations, Revenue Cycle, Analytics, Analysis, Leadership, Process Improvement
Education
Thunderbird School of Global Management 2009 — 2010
MBA in Global Management
University of Arizona, Eller College of Management 2002 — 2006
BSBA
Wells Fargo March 2010 - Present
Wachovia/ Wells Fargo September 2007 - March 2010
JPMorgan Chase October 2002 - September 2007
WorldCom/ UUNET/ CompuServe Network Services January 1997 - September 2002
Skills
Program Management, Vendor Management, Project Portfolio..., Integration, PMP, Change Management, Data Center, Enterprise Software, Leadership, Management, PMO, Project Management, Risk Management, Team Management, Mergers & Acquisitions, Networking, Portfolio Management
Education
Thunderbird School of Global Management 1992 — 1994
MBA
University of Arizona, James E. Rogers College of Law 1988 — 1990
JD, International, Business Law
Wesleyan University 1984 — 1988
BA, Economics
JPMorgan Chase October 2010 - Present
Black Castle Press 2009 - Present
JPMorgan Chase December 2005 - October 2010
USAA March 2002 - September 2005
USAA Investment Management Co. April 1999 - March 2002
Drug Emporium - San Antonio January 1997 - April 1999
Skills
Process Improvement, Corporate Communications, Financial Services, Leadership, Vendor Management, Customer Service, Internal Communications
Education
University of the Incarnate Word 2003 — 2005
Masters, Communications
The University of Texas at San Antonio 1995 — 1997
Bachelors, Political Science/Communications
Fidelity Investments April 2013 - Present
Veritude July 2012 - December 2012
Huntington National Bank 2010 - 2011
JPMorgan Chase August 2007 - March 2010
JPMorgan Chase July 2003 - August 2007
Integrated Fund Services (Member of Western & Southern Financial Group) January 2002 - July 2003
Integrated Fund Services (Member of Western & Southern Financial Group) January 2000 - January 2002
Skills
Financial Reporting, Compliance, Internal Controls, Reconciliations, Client Service, Mutual Funds, Investments, Securities, Teamwork, Fund Accounting, Process Improvement, Financial Analysis, Excel, Expense Analysis, Project Management, Follow Through, Medical Billing, Problem Solving, ICD-9, Organized Multi-tasker, SEC filings, Pivot Tables, Vlookup
Education
Thomas More College
Bachelor of Arts, Accounting
JPMorgan Chase 2003 - Present
Raymond James August 2000 - December 2002
Key Bank January 1998 - March 2000
McDonald Investments November 1989 - January 1998
Skills
High Availability, Data Center, COBOL, HP NonStop, Software Development, HP, Unix, SQL, ITIL, Disaster Recovery, TCP/IP, SDLC, Hardware, Storage, Integration, IT Service Management, System Administration, Requirements Analysis, Enterprise Architecture, Operating Systems, Databases, Servers, IT Management, Security
Education
Thiel College 1982 — 1987
BA, Computer Science
USAA (Contracted by S3) May 2014 - January 2015
JPMorgan Chase May 2013 - May 2014
Bexar County March 2012 - April 2013
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint, Access, Analysis, Community Outreach, Government, Outlook, Policy, Public Speaking, Supervisory Skills, Banking, Law Enforcement, Visio, Risk Management, Financial Analysis, Research, Retail Banking
Education
The University of Texas at San Antonio 2008 — 2010
Bachelor of Arts (B.A.), Criminal Justice/Public Policy
The University of Texas at San Antonio 2008 — 2010
Bachelor of Arts (B.A.), Criminal Justice/Public Policy
JPMorgan Chase May 2014 - Present
JPMorgan Chase & Co. May 2014 - Present
JPMorgan Chase April 2013 - Present
HEB Grocery Stores June 2000 - June 2007
Skills
Portfolio Management, Strategic Planning, Leadership Development, Training, Public Speaking, Management, Program Management, Customer Service, Team Building, Leadership, Process Improvement, Coaching, Business Analysis, Project Management, Microsoft Office, Customer Satisfaction, Banking, Policy, Team Leadership, Analysis, Human Resources
Education
University of Phoenix 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration
The University of Texas at San Antonio 2005 — 2010
Bachelors of Arts Degree, Psychology
JPMorgan Chase December 2010 - Present
Bank of America August 2009 - December 2010
Education
Texas A&M University-San Antonio 2012 — 2014
Master of Business Administration (MBA), Finance
The University of Texas at San Antonio 2006 — 2010
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase
Skills
Commercial Lending, Business Strategy, Leadership, Loans, Strategic Planning, Loan Origination, Banking, Credit, Mortgage Lending, Customer Service, Portfolio Management, Series 7, Commercial Banking, Community Engagement, Consumer Lending, Small Business Lending, Credit Analysis
Education
The University of Texas-Pan American 1982 — 1986
Bachelor's Degree, Business Administration and Management, General
Pan American University Brownsville.(Now University of Texas-RGV)
Randolph Brooks Federal Credit Union November 2014 - Present
University of Texas at Dallas May 2014 - October 2014
Dallas County Department of Health and Human Services April 2011 - May 2014
JPMorgan Chase April 2008 - March 2011
USAA December 2006 - March 2008
Skills
Program Management, Leadership, Strategy, Management, Strategic Planning, Team Leadership, Business Development, Business Strategy, Public Speaking, Business Process..., Community Development, Community Engagement, Financial Services, Financial Education, Social Services, Housing Finance, Nonprofits, Customer Service, Sales, Team Building, Event Planning
Education
The University of Texas at San Antonio 2002 — 2007
Bachelor of Business Administration (BBA), Management, International Business Concentration
Gilbert Cellars November 2013 - November 2014
JPMorgan Chase July 2010 - July 2013
MAPLE Microdevelopment September 2009 - June 2012
Skills
Event Planning, Non-profits, Community Development, Nonprofits, Newsletters, Leadership, Management, Microsoft Office, Public Speaking, Research, Public Relations, Fundraising, Customer Service, Social Media, Event Management
Education
Thunderbird School of Global Management 2015 — 2017
Masters of Global Management, International Finance
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Bachelor of Arts (B.A.), Marketing & Finance, 3.51
Baker Communications, Inc. December 2010 - Present
Capital One Bank January 2006 - February 2012
Bank of Texas July 2005 - January 2006
JPMorgan Chase January 2000 - July 2005
Burger King January 1994 - January 1999
Skills
Executive Coaching, Leadership, Leadership Development, Team Leadership, Team Building, Teamwork, Communication, Change Management, Sales Management, Management, Sales, Customer Satisfaction, Customer Service, Service Management, Training Delivery, Training, New Business Development, Business Development, Community Development, Recruiting, Finance, Coaching
Education
The University of Texas at San Antonio 1992 — 1998
BS, Accounting/ Management
Richardson J. J. Pearce High School 1990 — 1992
High School
Middletown High School 1988 — 1990
High School
JPMorgan Chase October 2014 - Present
Robert Half (JPMorgan Chase) March 2014 - Present
Robert Half Finance & Accounting March 2014 - Present
USAA June 2012 - January 2013
Spherion (Wells Fargo) January 2010 - November 2010
Wachovia Mortgage, FSB November 2006 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Loans, Risk Management, Analysis, Banking, Financial Risk, Time Management
Education
The University of Texas at San Antonio 2001 — 2006
Bachelor of Arts (BA), Psychology
The University of Texas at San Antonio
Bachelor's degree, Psychology
AB January 2015 - Present
JPMorgan Chase May 2012 - November 2014
Education
The University of Texas at San Antonio
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
RE/MAX All-Stars Realty Inc. Brokerage Field SpecialistBaker HughesMay 2012 - February 2015
JPMorgan Chase September 2011 - May 2012
Kennedy, Toppin, & Sutherland January 2011 - September 2011
TransPecos Banks January 2011 - September 2011
Skills
Energy, Strategic Planning
Education
The University of Texas at San Antonio 2003 — 2008
Real Estate Finance and Development, Real Estate, Finance, Business
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase April 2000 - July 2015
KPMG January 1999 - April 2000
Skills
Banking, Risk Management, Process Improvement, Business Analysis, Financial Services, Analysis, Loans, Credit, Financial Analysis, Finance, Leadership, Financial Risk, Business Process..., Strategic Planning, Mortgage Banking, Mortgage Lending, Portfolio Management, Customer Service, Vendor Management, Relationship Management, Project Management, SDLC, Team Building, Internal Controls, Due Diligence, Microsoft Excel, Management, Program Management, Operational Risk..., Change Management, Data Analysis, Financial Reporting, Financial Modeling, Retail Banking, Internal Audit
Education
The University of Texas at San Antonio 2015 — 2015
Project Management
University of Minnesota-Twin Cities
Bachelor of Applied Science (BASc), Project Management
Owens Estate and Wealth Strategies Group April 2015 - Present
Morgan Stanley January 2015 - March 2015
Morgan Stanley May 2014 - January 2015
JPMorgan Chase September 2013 - May 2014
USAA September 2003 - June 2012
Skills
General Securities..., Life & Health Insurance..., General Securities..., Retirement Planning, Customer Service, Investments, Mutual Funds, Stock Trading, Microsoft Office, Process Improvement, Insurance, Microsoft Excel, Leadership, Personal Financial..., Office Management, Investment Sales, Fixed Annuities, Variable Annuities, Life Insurance, Long-term Care, Service Portfolio..., Retail Banking, Unsecured Loans, Car Loans, Credit Cards
Education
The University of Texas at San Antonio 1987 — 1993
Bachelor of Business Administration (B.B.A.), Management
The University of Texas at San Antonio 1987 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Harrington College of Design June 2013 - Present
Jones Lang LaSalle April 2013 - May 2013
Publicis Healthcare Communication Group - Discovery Chicago June 2012 - March 2013
Publicis Healthcare Communication Group - Discovery Chicago 2012 - 2013
AmeriCare National June 2011 - December 2011
JPMorgan Chase May 2010 - March 2011
The University of Texas at San Antonio August 2007 - July 2009
Skills
Marketing Communications, Advertising, Direct Mail, Direct Marketing, Digital Marketing, Integrated Marketing, Marketing, Marketing Strategy, Social Media, Social Media Marketing, Email Marketing, Digital Strategy, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Works, Outlook, InDesign, Food & Beverage, Hospitality Management, Event Planning, Reports, Property Management, Hosting, Patient Support, Customer Support, Financial Services, Following Up, Budgets, Event Management, Public Speaking, Social Networking
Education
The University of Texas at San Antonio 2004 — 2009
Bachelor of Arts (B.A.), Communication, General
Workforce Solutions for Tarrant County July 2012 - Present
JPMorgan Chase June 2011 - July 2012
Wells Fargo June 2010 - June 2011
American General Financial Services December 2008 - June 2010
NuStats February 2007 - December 2008
IBC Bank June 2004 - December 2006
Skills
Management, Project Coordination, Operating Budgets, Customer Service, Operations Management, Sales Management, Finance, Analysis, Training, Strategic Planning, Team Building, Business Process..., Recruiting, Performance Management, Banking
Education
The University of Texas-Pan American 2007 — 2008
Bachelor of Business Administration (BBA), Finance, General
P2 Energy Solutions January 2014 - Present
P2 Energy Solutions January 2013 - January 2014
JPMorgan Chase September 2012 - November 2012
Skills
Requirements Gathering, Quantitative Research, Data Analysis, Report Writing, Reporting & Analysis, SQL, Oracle SQL Developer, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Team..., Technical Writing, ArcMap, GIS, ArcGIS, ArcCatalog, Customer Service, Excel VBA, Data Entry, Oil & Gas Industry, Environmental Issues, Environmental Awareness, Environmental Science, GIMP, Facebook, Training
Education
The University of Texas at San Antonio 2007 — 2011
BS, Environmental Science, 3.57
Alamo Heights High School 2003 — 2007
High School, 3.2
Sol Schwartz & Associates, P.C. February 2015 - Present
John C. Calhoun & Company, PLLC November 2011 - January 2015
The Home Depot July 2009 - February 2011
JPMorgan Chase February 2007 - June 2009
Education
The University of Texas at San Antonio 2007 — 2012
Bachelor of Business Administration, Accounting
Best PumpWorks September 2014 - Present
Munters Corporation April 2014 - August 2014
The University of Texas at San Antonio January 2014 - May 2014
The University of Texas at San Antonio August 2013 - May 2014
The University of Texas at San Antonio May 2012 - December 2013
JPMorgan Chase May 2010 - February 2011
AT&T Mobility May 2003 - September 2007
Skills
Engineering, Matlab, ANSYS, SolidWorks, Manufacturing, Microsoft Word, Testing, PowerPoint, Technical Writing, Mechanical Engineering, Microsoft Excel, Statistics, Pumps, Rotating Equipment, P&ID, Teamwork, CAD, Fluid Dynamics, Tribology, Reliability Engineering, Data Analysis, Microsoft Office, API 610, Project Management, Oil & Gas, AutoCAD, Project Engineering
Education
The University of Texas at San Antonio 2011 — 2014
Bachelor of Science (B.S.), Mechanical Engineering, GPA 3.23 (4.0 Scale)
The University of Texas at San Antonio 2006 — 2009
Bachelor of Science (B.S.), Biology, General
Kiselis-McConville Brokerage Services, Inc. February 2014 - July 2014
Tower Life Insurance Company July 2009 - October 2012
JPMorgan Chase December 2007 - July 2009
ConceptWealth Financial Advisors, Inc. May 2007 - December 2007
Skills
Business Strategy, Change Management, Insurance, Business Development, Marketing Strategy, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Salesforce.com, Banking, Health Insurance, Budgets, Sales Management, Financial Reporting, Healthcare, Sales, Marketing
Education
The University of Texas at San Antonio 2003 — 2007
BBA, Finance
US Bank Corp September 2008 - Present
Ace Mortgage Funding Inc January 2007 - January 2008
Bilstien of America January 2007 - January 2008
JPMorgan Chase January 2005 - January 2007
Fifth Third Bank January 2004 - January 2005
Citigroup Inc January 2003 - January 2004
Ross High School 2001 - 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Customer Satisfaction, Customer Retention, New Business Development, Loans, Strategic Planning, Sales, Banking, Training, Risk Management, Portfolio Management, Retail Banking, Team Leadership, Bank Management, Empathy, Relator, Individualization, Positivity, Business Planning, Consumer Lending, Business Networking, Small Business Lending, Loan Origination, Commercial Lending, Lines Of Credit, Credit, Credit Cards, Investments, Credit Analysis, Coaching, Branch Banking, Treasury Management, Branch Management, Relationship Management, Mortgage Banking, Small Business, Cash Management, SBA, Finance, Business Development, Refinance
Education
Thomas More College 2011 — 2011
Business Administration and Finance
アンダーソン・毛利・友常法律事務所 October 2006 - Present
Shearman & Sterling LLP September 2013 - June 2014
JPMorgan Chase July 2011 - July 2012
Education
University of California, Berkeley 2012 — 2013
Master of Laws (LLM)
東京大学 1999 — 2004
Bachelor of Laws (LLB)
JPMorgan Chase July 2012 - Present
Wilmington Trust / M&T Bank December 1993 - June 2012
Bankers Trust April 1992 - November 1993
Skills
•Analytical Expertise, •Macro Programming, •Applications Knowledge, •Project Leadership, •Technical Liaison, •Process Efficiencies, Microsoft Access, •Interface Design, •Technical Support, Microsoft Excel, Microsoft Word, Microsoft Visio, Disaster Recovery, Visual Basic, Business Analysis, Work Well Independently, Highly detail oriented, Business Process, Software Documentation, Financial Reporting, Visio, Accounting, Analytical Skills, Banking, Management, Financial Analysis, SDLC, Risk Management, Access, Process Improvement, Macro, SharePoint, Financial Services, System Administration
Education
Thiel College 1984 — 1988
BA, Accounting, Business Administration
JPMorgan Chase June 2012 - Present
JPMorgan Chase March 2010 - November 2012
Verizon Wireless May 2008 - March 2010
Monumental Life Insurance June 2006 - May 2008
Education
Thomas Edison State College 2011 — 2013
Masters of Science, Project Management
Thomas Edison State College 2005 — 2011
Bachelors of Science, Business Administration
Atlantic City High School 2001 — 2005
High School Diploma
Razorfish February 2015 - Present
PwC December 2013 - December 2014
PrimeLending February 2012 - December 2013
JPMorgan Chase September 2011 - February 2012
Clark Consulting January 2008 - September 2011
First Community Bank, NA January 2008 - June 2008
Wells Fargo October 2004 - January 2008
Skills
Software Documentation, CRM, Quality Assurance, Strategic Planning, Customer Service, Program Management, Project Management, Business Process, Business Analysis, Microsoft Office, Banking, Insurance, Financial Services, Testing, Software Project..., Strategy, Software Quality..., Software Design
Education
The University of Texas-Pan American 2000 — 2004
Bachelor, Business Administration; Finance
The University of Texas-Pan American 2000 — 2004
Bachelor's degree, Business Administration
JPMorgan Chase October 2012 - Present
International Bank of Commerce June 2010 - August 2012
Skills
Strong Speaker, Highly Adaptable, People Person, Banking, Retail Banking, Branch Banking, Commercial Banking, Cash Management, Finance, Accounting
Education
The University of Texas at San Antonio 2009 — 2013
Self December 2014 - Present
Hewlett-Packard April 2013 - November 2014
JPMorgan Chase October 2010 - April 2013
Safety-Kleen June 2010 - October 2010
ProLogistix November 2009 - June 2010
Starpoint Solutions July 2009 - November 2009
Perot Systems July 2006 - April 2009
Glotel, Inc 2004 - 2006
Skills
Corporate Recruiting, Applicant Tracking..., Talent Acquisition, Technical Recruiting, Recruiting, Sourcing, Temporary Placement, Human Resources, Temporary Staffing, Hiring, Leadership, Management, Internet Recruiting, Outsourcing, Building Relationships, College Recruiting, Coaching, Benefits Negotiation, Executive Search, Staffing Services, Contract Recruitment, Screening Resumes, Talent Management, Taleo, Relationship Building
Education
The University of Texas at San Antonio
JPMorgan Chase 2013 - Present
Skills
Banking, Bank Reconciliation, Quality Assurance, Quality Auditing, Remittance Processing, Legal Documents, Document Processing, Document Review, Foreclosures, Accounting, Microsoft Word, Microsoft Office, Microsoft Excel, Ten Key, Work Ethic, Time Management, Team Building, Billing Systems
Education
The University of Texas at San Antonio
The University of Texas at San Antonio
Fidelity Investments June 2015 - Present
Agrium Advanced Technologies, Inc. June 2012 - July 2014
Wells Fargo Advisors October 2011 - June 2012
JPMorgan Chase April 2011 - October 2011
Edward Jones September 2008 - October 2010
Teach for America June 2006 - September 2008
Skills
Leadership, Finance, Management, Microsoft Office, Accounting, Project Management, Marketing Strategy, Project Planning, Microsoft Excel, Business Strategy, Budgets, Forecasting, PowerPoint, Business Analysis, Business Planning, Marketing Management, Event Planning
Education
The University of Texas School of Law 2014 — 2017
Doctor of Law (J.D.)
University of Arizona 2008 — 2010
Masters of Business Administration (MBA)
University of Missouri-Columbia 2002 — 2006
BS in Business Administration, Marketing
JPMorgan Chase April 2013 - Present
BSG Clearing Solutions April 2002 - September 2012
Billing Concepts, Inc. February 1997 - March 2002
North American Intelecom December 1991 - January 1997
Skills
Telecommunication..., Account Management, Contract Negotiation, Customer Service, Coaching, Project Management, Sales, Training, Negotiation, Business Development, Telecommunications
Education
University of Texas - San Antonio 2004 — 2007
Master of Arts (M.A.)
The University of Texas at San Antonio 1984 — 1988
Bachelor of Arts (B.A.)
Robert E. Lee 1981 — 1984
Sapient Global Markets July 2014 - Present
FC DELCO November 2008 - Present
JPMorgan Chase April 2009 - May 2014
Syndera / Exeros Corporation August 2007 - December 2008
JPMorgan Chase January 2004 - August 2007
JPMorgan Chase August 2002 - January 2004
SeeBeyond Technology Corporation February 2000 - December 2002
Tivoli Systems, Inc. August 1997 - February 2000
Bluestone Consulting, Inc. January 1995 - August 1997
Workstation INtegrators, Inc. June 1992 - January 1995
Skills
SOA, Enterprise Architecture, Strategy, Enterprise Software, Integration, SDLC, Architecture, IT Strategy, Disaster Recovery, Management, Cloud Computing, EAI, SaaS, IT Management, Business Intelligence, Leadership, Web Services, Security, Solution Architecture, Start-ups, ETL, Software Development, Architectures
Education
West Chester University of Pennsylvania 1980 — 1984
B.S., Computer Science
The University of the Arts 1976 — 1979
Performance (Clarinet)
JPMorgan Chase OwnerIrish Shop On Main
Education
Thomas Edison State College 1993 — 1995
IEEE April 2008 - Present
IBM 2003 - 2007
JP Morgan Chase 2000 - 2003
Wyeth 1999 - 2000
Lehman Brothers 1998 - 1998
JPMorgan Chase 1997 - 1998
Education
Thomas Edison State College 2002 — 2006
Computer Science, Business
HSBC December 2013 - Present
PNC Investments June 2009 - September 2010
JPMorgan Chase May 2008 - May 2009
bny brokerage February 1996 - April 2008
Skills
FINRA, Financial Markets, Series 7, Trading, Equity Trading, Securities, Investments, Equities, Series 63, Wealth Management, Electronic Trading, Portfolio Management, ETFs, Options, Bonds, Hedge Funds, Asset Management, Fixed Income, Series 24, Alternative Investments, Asset Allocation, Capital Markets, Bloomberg, Equity Derivatives, Finance, Financial Services, Investment Advisory, Investment Banking, Investment Management, Mutual Funds, Proprietary Trading, Investment Strategies, Trading Strategies, Trading Systems, Uniform Combined State..., Retirement Planning
Education
Thomas Edison State College 2013 — 2015
Enrolled - BSBA, Financial Institution Management
FINRA and New York Stock Exchange 1979 — 2008
Member, Trading, Compliance, Operations
St. Finbar
ELJ Consultancy, LLC August 2007 - Present
JP Morgan Chase Bank & Co. January 2004 - July 2007
JPMorgan Chase 1997 - 2007
JP Morgan Chase Bank & Co. January 1999 - August 2003
JPMorgan Chase Bank & Co. 1997 - 1999
Chase Home Finance 1997 - 1999
Skills
Disaster Recovery, Risk Management, Network Design, Vendor Management, SDLC
Education
Villanova University 2007 — 2007
Project Management
Thomas Edison State College 1977 — 1979
Computer Science
JPMorgan January 1975 - Present
JPMorgan Chase 1975 - 2006
Skills
Banking, Risk Management, Credit Analysis, Analysis, Portfolio Management, Investments, Financial Risk, Credit, Credit Risk
Education
Thunderbird School of Global Management 1973 — 1974
JPMorgan Chase August 2011 - Present
ISGN May 2011 - August 2011
ISGN December 2009 - May 2011
Fiserv Lending Solutions September 2005 - December 2009
Nationwide November 2004 - May 2005
Charter One Bank October 1997 - November 2004
Education
Thiel College 1980 — 1983
Bachelor of Arts (B.A.), Accounting and Business/Management
JPMorgan Chase June 2014 - Present
NYSE Euronext November 2013 - May 2014
NYSE Euronext March 2013 - November 2013
Shell Oil Company August 2011 - November 2012
Pfizer Pharmaceuticals May 2010 - April 2011
1199 National Benefit Fund October 2009 - April 2010
Shell Trading March 1999 - June 2009
Skills
Business Analysis, Visio, PMP, Business Process..., MS Project, PMO, Requirements Gathering, Project Management, SDLC, Requirements Analysis, Software Project..., Business Process, SharePoint, IT Management, IT Strategy, ITIL, Project Portfolio...
Education
The University of Texas at San Antonio
BBA, MIS
USAA February 2015 - Present
JPMorgan Chase November 2010 - February 2015
Booz Allen Hamilton October 2009 - November 2010
JP Morgan Chase June 2008 - October 2009
Wausau Insurance February 2008 - June 2008
Education
The University of Texas at San Antonio 2003 — 2007
Bachelor of Arts, Criminal Justice/White Collar Crime Investigation
JPMorgan Chase January 2002 - Present
Skills
Microsoft Excel
Education
Thomas Edison State College 2005 — 2007
JPMorgan Chase January 2012 - Present
VWR 2012 - Present
SAP November 2010 - Present
VWR International 2012 - 2014
VWR 2012 - 2014
Medco November 2007 - November 2010
SAP December 2005 - November 2007
Pip-Squeeks Images April 2002 - November 2005
Independence Blue Cross February 2000 - April 2003
Skills
Excel, Access, SQL, Business Analysis, New Business Development, Reporting & Analysis, Data Analysis, Databases, Relational Databases, Database Design, Data Management, Queries, Macro, Visio
Education
Thomas Edison State College
BA
JPMorgan Chase April 2002 - Present
HEB 1998 - 2000
Skills
Leadership Development, Instructional Design, Training Delivery, Call Centers, Change Management, Coaching, Employee Training, Human Resources, Leadership, Needs Analysis, Organizational..., Performance Improvement, Performance Management, Process Improvement, Talent Management, Team Building, Training, Vendor Management, Workshop Facilitation
Education
The University of Texas-Pan American 1994 — 2000
BBA, Business Management
AT&T September 2000 - Present
JPMorgan Chase October 1998 - September 2000
Bank One February 1998 - October 1998
Bank One January 1997 - February 1998
McKesson January 1996 - January 1997
Broadway Bank April 1991 - March 1995
Skills
Finance, Accounting, Process Improvement, Strategic Planning, Mergers, Financial Reporting, Risk Management, Project Management, Business Analysis, Financial Modeling, Telecommunications, Budgets, Forecasting, Management
Education
The University of Texas at San Antonio
BBA, Finance/Accounting
Apache Corporation October 2014 - Present
JPMorgan Chase March 2012 - October 2014
Tata Consultancy Services September 2010 - March 2012
Pearson Education December 2009 - August 2010
The University of Texas at San Antonio February 2009 - July 2009
UTHSCSA June 2007 - January 2009
US Census 2006 - 2006
US Census Bureau 2006 - 2006
US Census Bureau 2006 - 2006
Skills
SAS, Statistics, Data Analysis, Data Mining, R, Predictive Analytics, Oracle SQL Developer
Education
The University of Texas at San Antonio 2005 — 2008
Masters, Statistics
The University of Texas at San Antonio 2000 — 2005
Bachelor of Science, Mathematics
INVESCO October 2006 - Present
Houston Municipal Employees Pension System 2009 - 2013
Chase Asset Management 1998 - 2001
American General 1995 - 1998
American General 1995 - 1998
JPMorgan Chase 1988 - 1995
Skills
Asset Management, Series 7, Portfolio Management, Fixed Income Analysis, Series 63, Money Market, Financial Markets, Fixed Income, Investment Management, Alternative Investments, Asset Allocation, Asset Managment, Bloomberg, Bonds, Buy-side, Capital Markets, Derivatives, Investments, Investment Strategies, Mutual Funds, Financial Analysis, ETFs, Equities, Equity Research, Hedge Funds, Investment Banking, Securities, Structured Finance, Structured Products
Education
The University of Texas at San Antonio
BBA, Finance, General
JPMorgan Chase July 2012 - Present
SWBC April 2010 - July 2012
Farm Bureau Bank July 2007 - April 2010
USAA Federal Savings Bank 2002 - 2007
Skills
Mortgage Servicing, Credit, Risk Management, Loans, Banking, Financial Analysis, Strategic Planning
Education
North SA Chamber Leadership Lab Class of 2011 2011 — 2012
Texas A&M San Antonio 2009 — 2010
Master Business Administration, Business Administration and Management, General
The University of Texas at San Antonio 2002 — 2007
Bachelors Business Administration, Finance
JPMorgan Chase November 2011 - Present
WSI July 2009 - January 2010
Education
The University of Texas at San Antonio 2004 — 2009
Bachelor of Business Administration (BBA), Finance, General
AIG June 2007 - Present
JPMorgan Chase December 1982 - June 2007
Oxy May 1981 - December 1982
Bank of America October 1977 - February 1981
US Navy June 1968 - April 1972
Skills
Account Reconciliation, Financial Accounting, Data Warehousing, Microsoft Excel, Microsoft Access, Microsoft Word, Data Analysis, Internal Audit, CRM Integration, Problem Solving, Problem Analysis, Problem Management, Technical Liaison, Interdepartmental..., International Auditing, Foreign Currency..., ... the list goes on ...
Education
Thunderbird School of Global Management 1976 — 1977
Master of Business Administration (M.B.A.), International Management
The University of Montana 1972 — 1976
Bachelor of Science in Business Administration, Accounting
J.P. Morgan BRANCH MANAGERJP MORGRAN CHASE2003 - Present
JPMorgan Chase 2003 - Present
Washington Mutual May 2003 - September 2008
Education
The University of Wolverhampton 1984 — 1987
BA Hons, Economics
Mazda South August 2009 - Present
JPMorgan Chase October 2008 - August 2009
Education
The University of Texas at San Antonio
Bachelor, Business Management
JPMorgan Chase November 2006 - Present
University of Michigan Health System August 2005 - November 2006
Sarnamotive Blue Water, Inc August 2002 - August 2005
Capgemini Consulting April 1999 - August 2002
PMR Software Technology December 1997 - March 1999
Larsen & Toubro Limited May 1997 - December 1997
Skills
Database Administration, Performance Tuning, Oracle RAC, High Availability, Unix Operating Systems, Baan ERP, Oracle, Databases, Data Modeling, ETL, SQL Tuning, Database Design, Unix, Disaster Recovery, Data Warehousing, Sybase, Solaris, Unix Shell Scripting, Shell Scripting, SDLC
Education
University of Michigan 2004 — 2006
Master of Science (M.S.), Computer Science & Engineering
Thiagarajar College of Engineering 1993 — 1997
Bachelor of Engineering (B.E.)
TVS
MetLife July 2014 - Present
JPMorgan Chase 2012 - 2013
Skills
Legal Research, Litigation, Courts, Legal Writing, Westlaw, Litigation Support, Legal Assistance, Document Review
Education
Thomas M. Cooley Law School 2007 — 2010
J.D., Law
University of Michigan 2002 — 2006
B.A., Sociology
Ferndale High School 1998 — 2002
Diploma, Honors courses
JPMorgan Chase February 2012 - Present
By Design Apparel November 2007 - Present
School of Hard Knocks 1997 - 2013
Home Source Mortgage March 2009 - February 2012
Skills
VA loans, Mortgage Lending, Loans, Mortgage Banking, FHA, Residential Mortgages, Loan Origination, Reverse Mortgages, Credit, Finance, Underwriting, Banking, Refinance, USDA, FHA financing, Real Estate Financing, Credit Analysis
Education
The University of Texas at San Antonio 1997 — 2002
Business, Marketing /Advertising
Concept Energy Management Incorporated September 2009 - Present
Escondido Resources II, LLC and Laredo Energy IV, LP October 2013 - August 2015
Lewis Energy Group April 2011 - August 2012
JPMorgan Chase October 2005 - September 2009
Texas Osage Royalty Pool June 1998 - December 2004
Frost Bank September 1995 - June 1998
Cox & Smith Inc June 1985 - September 1995
Howell Drilling Company April 1982 - April 1985
Skills
Natural Gas, Energy, Oil/Gas, Records Management, Asset Managment, Microsoft Excel, Microsoft Office, Petroleum, Negotiation, Energy Industry, Contract Negotiation, Leases, Contract Management, Gas, Oil & Gas Industry, Asset Management, Minerals, Upstream, Due Diligence, Marketing, Onshore, Lease Negotiations, Mineral Exploration, Analysis, Titles, Acquisitions, Mineral Rights, Division Orders, Lease Administration, BOLO, Chain of Title, Operating Agreements, Shale, Enertia, Real Estate, Oil, Management, Mergers
Education
The University of Texas at San Antonio
Liberty Tax Service January 2005 - Present
Bazan Enterprises & Investment Company March 2003 - Present
JPMorgan Chase March 2005 - January 2012
MetLife January 2000 - February 2005
Walmart July 1995 - December 1999
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Insurance Planning, Banking, Retail Banking, Banking Operations, Management Consulting, Retail Management, Business Planning, Business Intelligence, New Business Development, Small Business, Commercial Lending, Small Business Lending, Investment Products, Notary Public, Estate Planning, Term Life Insurance, Disability Insurance, Annuities, Mutual Funds, Health Insurance, Surveillance, Private Investigations, Licensed Life Insurance..., Series 6, Series 63, Licensed Life & Health..., Tax Preparation, Business Consulting, Fixed Annuities, Investments, Financial Planners, Microsoft Word, Microsoft Excel, Tax Accounting, Credit, Portfolio Management, Bookkeeping, Retirement Planning, Core Banking, Store Management, Analysis, Financial Services, Budgets, Finance, Life Insurance
Education
The University of Texas-Pan American 1991 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Rio GrANDE CITY
JPMorgan Chase 2011 - Present
Sprint June 2009 - Present
Sprint and Nextel Wireless June 2009 - Present
Texas Adolescent Treatment Center August 2008 - January 2009
Texas Adolescent Treatment Center August 2008 - January 2009
Coyote Ugly San Antonio May 2008 - August 2008
Coyote Ugly May 2005 - August 2008
Woodforest National Bank January 2007 - July 2008
Woodforest National Bank January 2007 - July 2008
Education
The University of Texas at San Antonio 2002 — 2006
Bachlor of Arts, Criminal Justice, Health
The University of Texas at San Antonio
Bachelor of Arts, Criminal Justice
USAA August 2015 - Present
JPMorgan Chase November 2014 - Present
JPMorgan Chase October 2010 - Present
Skills
Portfolio Management, Financial Analysis, Credit Analysis, Team Building, Risk Management, Credit Risk, Loan Servicing, Operational Risk..., Commercial Real Estate, Training, Operational Risk, Analysis, Microsoft Office, Management, Financial Risk, Leadership
Education
The University of Texas at San Antonio 1991 — 1996
BA, Biology/Pyschology
JP Morgan Chase April 2011 - Present
American Income Life Insurance Company 2012 - 2014
American Income Life Insurance Company 2012 - 2014
American Income Life Insurance Company 2012 - 2014
JPMorgan Chase June 2010 - March 2011
EXPRESS June 2009 - May 2010
Sunsinger Wine & Spirits August 2007 - April 2009
Monmouth County Club Pool May 2003 - August 2007
Skills
Excel, Customer Service, PowerPoint, Banking, Sales Management, Event Management, Compliance
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science (BS), Economics and Finance
The University of Western Australia 2009 — 2009
International Business
Precision Graphics Centers November 2010 - Present
JPMorgan Chase July 2008 - November 2010
Education
The University of Texas at San Antonio 2004 — 2008
BBA, Business Management
JPMorgan Chase May 2011 - Present
TriStar Personnel October 2010 - January 2011
Remedy Staff / Medtronic Diabetes August 2010 - August 2010
Caremark Rx, Inc November 2006 - August 2007
JPMorgan Chase January 2005 - January 2006
Lakes Country Resource Center March 2003 - January 2005
Penmac Personnel Services August 1998 - May 2001
Skills
Sourcing, Candidate Screening, Interviewing, Client Relationship..., Talent Acquisition, Able To Multi-task, Priority Management, Interviews, Human Resources, Screening Resumes, Operations Management, Training, Talent Management, Recruiting, Employee Relations, CRM, Applicant Tracking..., Vendor Management
Education
The University of Texas at San Antonio
Developmental, Child Psychology / General Education
UnitedHealth Group May 2006 - Present
Bristol-Myers Squibb December 2003 - April 2006
JPMorgan Chase September 2003 - November 2003
GE Transportation November 2000 - September 2003
Skills
Requirements Analysis, SDLC, Oracle, Software Project..., Agile Methodologies, Requirements Gathering, SOA, Solution Architecture, Business Analysis, Software Development, SQL, Integration, PL/SQL, Web Services
Education
Thiagarajar College of Engineering 1995 — 1999
Bachelor of Science (BS)
MDC Futura
Diploma in Computer Applications
Kathryn Stroy, CPA October 2013 - Present
H & S Accounting, LLC September 2010 - October 2013
Wealth Management International November 2009 - May 2010
JPMorgan Chase October 1990 - October 2009
Skills
Financial Planning, Tax Preparation, Trust Services, Strategic Financial..., Estate Planning, CPA, Personal Finance, Financial Analysis, Wealth, Retirement Planning, Mutual Funds, Investments, Corporate Tax, Tax Accounting, Wealth Management
Education
Thunderbird School of Global Management 1984 — 1984
MBA, Finance
Whitworth University 1977 — 1981
BA, Sociology
Wall Street Project RainbowPUSH ConsultantUnited Way2001 - 2005
Continuum Health Partners 1998 - 2000
JPMorgan Chase 1979 - 1997
Education
The University of Texas-Pan American
B.S., Biology/Minor Chemistry
JPMorgan Chase June 2011 - Present
JPMorgan Chase September 2010 - June 2011
JPMorgan Chase September 2009 - September 2010
Skills
Banking, Financial Services, Call Centers, Risk Management, Relationship Management, Retail Banking, Process Improvement
Education
University of Phoenix 2011 — 2014
Master of Business Administration (MBA), Business Administration/Human Resources Management
The University of Texas at San Antonio
Bachelor's degree, Criminal Justice/Legal Studies
JPMorgan Chase October 2008 - Present
Skills
Accounting, Banking, Branch Banking, Commercial Banking, Retail Banking, Customer Service, Cash Handling Experience, Cash Management, Finance, Financial Analysis, Auditing
Education
The University of Texas at San Antonio 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
JPMorgan Chase May 2014 - Present
J.P. Morgan November 2013 - May 2014
Chase March 2013 - October 2013
Chase August 2001 - March 2013
CreditWatch Services Ltd 2008 - 2008
Southern Medical Inc. January 1999 - August 2001
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Visio, Liaison, Advising People, Analysis, Quality Auditing, Coaching, Collection Development, Document Review, English, Quality Assurance, Change Management, Project Planning, Management, Team Building, Investment Properties, Banking, Credit, Risk Management
Education
Wayland Baptist University 2005 — 2012
Bachelor of Science (BS), Business Administration and Management, General
The University of Texas at San Antonio 1999 — 2001
JPMorgan Chase 2013 - Present
American Funds 2012 - 2013
Wells Fargo October 2011 - June 2012
Skills
Anti Money Laundering, Risk Management, Due Diligence, Banking, Financial Services, Management, Financial Risk, Internal Audit, Training, Loans, Process Improvement, Finance, Report Writing, Analytical Skills, Employee Training, Fraud Detection, Corporate Finance, Financial Analysis
Education
The University of Texas at San Antonio 2004 — 2008
Bachelor's degree
JPMorgan Chase July 2010 - Present
Citi June 2003 - July 2010
Education
Thomas More College 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Security Service Federal Credit Union August 2014 - Present
JPMorgan Chase 2013 - 2013
Adobe 2012 - 2013
Real Estate 2010 - 2012
Wells Fargo 2008 - 2010
Wachovia 2003 - 2008
3Com 2000 - 2003
3Com 1999 - 2000
Creative Labs 1997 - 1999
Technology Credit Union 1993 - 1996
Skills
Bilingual, Spanish-speaking, Underwriting, Financial Analysis, Accounts Receivable, Process Improvement, Training, Credit, Collections, Forecasting, Account Reconciliation, Presentations, Relationship Management, Partnerships, Problem Solving
Education
The University of Texas-Pan American
Bachelor of Arts (BA), Marketing
Univerversity Of Texas PanAm
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase February 2007 - Present
Education
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), Marketing
JP Morgan Securities 2010 - 2013
JPMorgan Chase 2010 - 2013
Fansteel, Inc 2006 - 2006
Invacare Corporation 1993 - 2003
Skills
PC, Outlook, Microsoft Excel, Communication Skills, Project Planning, Personal Financial..., Purchasing, Materials, Freight Forwarding, Customer Service, Long-term Customer..., Client Profiles, Production Planning, Creative Problem Solving, Team-oriented, Learning Quickly, Continuous Improvement, Lean Manufacturing, Strategic Planning, Supply Chain Management, Management, Team Building
Education
The University of Texas-Pan American 1982 — 1989
Bachelor of Business Administration (BBA), Finance, General
GardaWorld Cash Services July 2013 - Present
HMSHost August 2012 - June 2013
JPMorgan Chase October 2010 - July 2011
Education
The University of Texas at San Antonio
JPMorgan Chase October 2012 - Present
Skills
Anti Money Laundering, Risk Management, Research, Banking, Process Improvement, Quality Auditing, Quality Assurance, Microsoft Office, Leadership, Customer Service, Sales, Office Administration, Department Budget..., Department Management, Bank Secrecy Act, Due Diligence, Financial Risk, Financial Services, Management, Operational Risk
Education
The University of Texas at San Antonio
Chase November 2014 - Present
JPMorgan Chase February 2013 - August 2015
Best Buy March 2011 - February 2013
Skills
Interviewing Skills, Data Analysis, Debit Cards, Fraud Detection, Check Fraud, Sales, Coaching, Peer Mentoring, Customer Service, Fast Data, CMM, Microsoft Office, Employee Training, PeoplePix, Shooting Sports, Information Technology, Home Theater, Efficiency, Fast-paced, Learning Quickly, Networking
Education
The University of Texas at San Antonio 2007 — 2009
Business Administration and Management, General
Sandra Day O'Connor 2004 — 2007
JPMorgan Chase 2005 - 2012
City of San Antonio April 2000 - December 2004
Warner Lambert September 1996 - January 2000
Skills
Financial Sales, Convention Center Sales
Education
The University of Texas at San Antonio
Bachelor's Degree, Business Administration Management and Marketing