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
State Farm June 2014 - Present
Better Homes and Gardens Real Estate David Winans & Associates November 2013 - Present
JPMorgan Chase April 2010 - September 2013
JPMorgan Chase 2001 - September 2013
JPMorgan Chase May 2001 - April 2010
Skills
Banking, Mortgage Lending, Credit, Financial Services, Loans, Financial Analysis, Credit Cards, Loan Origination, Consumer Lending, Mortgage Banking, Residential Mortgages, Refinance, Real Estate
Education
The University of Texas at Arlington 2007 — 2009
Bachelor of Science (BS), Interdisciplinary Studies
Baylor University 1995 — 1997
Bachelor of Science (BS), Business Administration and Management, General
GFR Development Services, LLC August 2014 - Present
One Advocate Group February 2014 - June 2014
The Bank of San Antonio August 2012 - December 2013
Amegy Bank of Texas May 2007 - August 2012
JPMorgan Chase February 2003 - August 2006
Bank of America September 1997 - February 2003
Skills
Banking, Loans, Credit, Commercial Banking, Small Business Lending, Commercial Lending, Finance, Portfolio Management, Credit Analysis, Cash Management, Small Business, Sales Management, Account Management, Consumer Lending, New Business Development, Treasury Management, Commercial Mortgages, SBA, Loan Origination, Mortgage Banking, Business, Real Estate Financing, Customer Acquisition, Sales Presentations, Client Development, Relationship Management, Business Acquisition, Private Banking
Education
Baylor University 1991 — 1995
BA
Southwestern Graduate School of Banking at SMU 2013 — 2013
National Commercial Lending
University of the Incarnate Word 2014 — 2014
Paralegal Certification
St. Mary's University School of Law
www.FeliciaMupo.com February 2014 - Present
JPMorgan Chase August 2002 - November 2007
MCI Worldcom July 2000 - May 2002
Foote, Cone & Belding July 1999 - July 2000
Skills
Sales Management, Strategic Planning, Product Development, Account Management, Management, Sales Operations, Leadership, Strategy
Education
SMU & Loyola University Chicago 2004 — 2007
MBA
Baylor University 1993 — 1997
BA, Journalism
Patelco Credit Union January 2015 - Present
Patelco Credit Union July 2008 - January 2015
Patelco Credit Union July 2007 - July 2008
California Bank & Trust June 2005 - July 2007
JPMorgan Chase April 2003 - April 2005
Frost & Sullivan January 2002 - January 2003
Enterprise Rent-A-Car January 2000 - January 2002
Skills
Marketing, Management, Human Resources, Portfolio Management, Business Development, Banking, Retail Banking, Retail, Training, Leadership, Cross-functional Team..., Executive Management, Loans, Salesforce.com, Financial Services, Investments, Mortgage Lending, Sales, Leadership Development, Team Building, Strategic Planning, Credit, Legislative Affairs
Education
Western CUNA Management School 2009 — 2011
Baylor University
Bachelor of Business Administration (BBA), Marketing/International Business
Nationstar Mortgage September 2015 - Present
Epsilon February 2014 - September 2015
JPMorgan Chase September 2013 - February 2014
Nationstar Mortgage November 2010 - October 2012
Skills
Report Writing, Communication, Leadership, Financial Analysis, Auditing, Organization, Logical Thinker, Problem Solving, Training, Analytics, Accounting, Finance, Microsoft Excel, General Ledger, Forecasting, Financial Reporting, Financial Forecasting, Financial Accounting, Cash Flow, Analysis, Microsoft Office, Financial Modeling, Valuation, Account Reconciliation, Investments, Financial Statements
Education
Baylor University - Hankamer School of Business 2007 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Citi June 2013 - Present
Citi February 2012 - June 2013
JPMorgan Chase October 2011 - February 2012
JP Morgan Chase October 2009 - October 2011
JP Morgan Chase October 2005 - November 2009
Fox Business School 2000 - 2001
Skills
Banking, Financial Analysis, Business Analysis, Credit Risk, Risk Management, Finance, Project Management, Data Analysis, Cross-functional Team..., Analysis, Financial Services, Program Management, PMO, Leadership, Management
Education
Temple University 2000 — 2002
International MBA, International Business
Beijing Language and Culture University 1999 — 2000
Advanced Mandarin Certificate, Mandarin Language
JPMorgan Chase June 2012 - Present
JPMorgan Chase February 2007 - June 2012
JPMorgan Chase January 1989 - February 2007
Education
Baylor University - Hankamer School of Business 1980 — 1982
Finance, Finance & Economics
JPMorgan Chase October 2011 - Present
JPMC June 2004 - October 2011
JPMC November 2003 - June 2004
American Express March 2003 - November 2003
Honeywell November 2000 - March 2003
Honeywell March 1999 - November 2000
Skills
Loan Pricing, Pricing Strategy, Strategic Planning, Financial Analysis, Project Management, Loan Loss Forecast, Basel II, Credit Risk Management, Auto Loan, Portfolio Management, Risk Management, Credit Risk, Risk Analysis, Student Loans, Financial Modeling
Education
University of Wisconsin-Madison 1995 — 1996
MBA, Finance and Investment Banking
University of Wisconsin-Madison - School of Business 1995 — 1996
MBA, Finance and Investment Banking
Beijing Forestry University 1981 — 1985
Sage Capital Bank NA October 2014 - September 2015
TransPecos Banks February 2014 - September 2014
TransPecos Banks November 2013 - February 2014
First National Bank August 2013 - September 2013
TexStar Natl. Bank November 2012 - June 2013
First State Bank September 2005 - October 2012
Wells Fargo Bank June 2000 - August 2005
JPMorgan Chase December 1982 - March 2000
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Loans, Consumer Lending, Mortgage Banking, Mortgage Lending, Credit, Retail Banking, Real Estate, Banking, Leadership, Commercial Real Estate, Financial Analysis, Commercial Mortgages, Investments, Underwriting, Loan Origination, Refinance, Portfolio Management, FHA, Construction Loans, Credit Risk, SBA, Residential Mortgages, Cash Management, Loan Servicing, Insurance, Executive Management, Financial Risk, Finance, VA loans, Financial Services, Asset Management, Treasury Management, Risk Management, Asset Based Lending, Relationship Management, Lines Of Credit, OFAC, Home Equity Loans, Management, Securities, Real Estate Economics, Due Diligence, Real Estate Financing, Branch Banking, Financial Modeling, Investment Properties
Education
Baylor University 1969 — 1975
Bachelor of Science in Education, Education Administration, History, Political Science
The Ohio State University 1981 — 1982
Specialist in Real Estate Finance, Real Estate Analysis and Finance Structuring
Fidelity Investments December 2014 - Present
Fidelity Investments July 2012 - December 2014
JPMorgan Chase August 2006 - July 2012
Accenture August 1998 - January 2001
Skills
Business Analysis, SDLC, Vendor Management, Process Improvement, Business Process..., Requirements Analysis, Requirements Gathering, Project Management, Program Management, Visio, Software Project..., Cross-functional Team..., Operations Management, Management Consulting, Agile Project Management, Integration, Strategy, Change Management, Management, IT Strategy, PMO, Analytics, SharePoint, MS Project, Strategic Planning, Risk Management, Performance Management, Budgets, Project Delivery, Business Process, Analysis, CRM, Enterprise Architecture, Business Requirements, Project Portfolio..., Business Intelligence, Leadership, Team Building, Business Process..., Agile Methodologies, Data Analysis
Education
Baylor University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Briggs & Veselka Co. January 2015 - Present
Harper, Pearson & Co., P.C. 2007 - 2011
JPMorgan Chase November 1987 - January 2006
Skills
Loans, Accounting, Auditing, Internal Controls, Financial Analysis, Financial Accounting, Account Reconciliation
Education
University of Houston 1983 — 1986
MBA, Finance
Baylor University 1976 — 1980
BBA, Finance
Fannie Mae February 2015 - Present
JPMorgan Chase & Co. June 2014 - February 2015
JPMorgan Chase August 2012 - June 2014
JPMorgan Chase April 2011 - August 2012
Cowan Law Firm, PLLC June 2010 - April 2011
Skills
Legal Writing, Legal Research, Management, Litigation, Banking, Risk Management, Courts, Mortgage Lending, Customer Service, Civil Litigation
Education
Texas Tech University 2007 — 2010
Juris Doctor (J.D.), Law
Texas Tech University 2009 — 2010
Master of Business Administration (M.B.A.), Management
Baylor University 2004 — 2007
Bachelor's Degree, Marketing
Intuitive Machines June 2015 - August 2015
Baylor University August 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Skills
Programming, C++, Java, C, Python, Management, Team Leadership, Public Speaking
Education
North Carolina State University 2015 — 2019
Doctor of Philosophy (Ph.D.), Computer Science
Baylor University 2011 — 2015
Bachelor’s Degree, Computer Science
PBMCC August 2015 - Present
PKFlicks, L.L.C. June 2012 - Present
Blu. July 2012 - June 2015
Starfish Children's Services February 2012 - June 2012
Continual Sunshine Foundation 2010 - 2012
American Councils for International Education June 2011 - August 2011
LDS Charities-Humanitarian Services July 2010 - October 2010
JPMorgan Chase May 2010 - July 2010
Hopkins-Nanjing Center Third Sector Initiative August 2009 - May 2010
LDS Charities-Humanitarian Services February 2009 - September 2009
Skills
Chinese, English, Mandarin, International Relations, Intercultural..., International Business, Public Speaking, Translation, Event Planning, Microsoft Office, Fundraising, Non-profits, Program Management, Government Relations, Writing, Research, Nonprofits, Leadership, Strategic Planning, Training, Business Strategy, Teaching, Public Relations, Politics, Policy Analysis, Strategic Communications, Humanitarian Logistics, Natural Gas
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2008 — 2010
M.A., International Relations (China emphasis)
Harvard Extension School 2015 — 2016
Marketing Management Certificate, International Marketing
Brigham Young University 2005 — 2008
B.A., Asian Studies
Nanjing University 2006 — 2006
Certificate, Chinese Studies
Beijing Language and Culture University 2005 — 2005
Level B Intensive Chinese Langauge Studies, Chinese Language
MVHS
USAA February 2015 - Present
USAA September 2013 - Present
USAA September 2013 - February 2015
JPMorgan Chase December 2011 - August 2013
Defense Contract Management Agency June 2009 - October 2011
United States Air Force July 2008 - June 2009
United States Air Force June 2005 - July 2008
Skills
Cross-functional Team..., Strategic Planning, Project Management, Leadership, Program Management, DoD, Supply Chain Management, Risk Management, Project Planning, Process Improvement, Military, Change Management, Management, Logistics, Government, Operations Management, Training
Education
Baylor University - Hankamer School of Business 2000 — 2005
BBA, Management
JPMorgan Chase July 2008 - Present
BEAR STEARNS & Co, INC (EMC Mortgage) July 2004 - 2008
HealthSoft, Inc August 2003 - June 2004
PricewaterhouseCoopers October 1998 - April 2002
Electronic Data Systems January 1996 - 1998
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Management Information Systems
JPMorgan Chase June 2014 - Present
MathisAbbe Financial Advisors December 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Phil M. Dorr Alumni and Friends Endowed Investment Fund January 2013 - May 2013
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, Financial Modeling, Finance, Microsoft Office 2007
Education
Baylor University 2010 — 2014
BBA, Finance, General
Baylor University 2010 — 2014
BBA, Economics
JPMorgan Chase October 2014 - Present
JPMorgan Chase February 2013 - October 2014
JPMorgan Chase June 2010 - September 2014
Tatum February 2008 - June 2009
Tatum, LLC February 2008 - June 2009
Marshall Career Service February 2003 - June 2007
Marshall Career Service February 2002 - June 2007
Allstate Insurance Company March 2002 - January 2003
Fenix January 2000 - January 2001
Philips Consumer Communications 1995 - 1999
Skills
Interviews, New Business Development, Recruiting, Sales, Sales Operations, Sourcing, Consulting, Customer Retention, Event Management, Hiring, Program Management, Temporary Placement, Time Management, Training, Accounting, Employee Benefits, Financial Reporting, Human Resources, Marketing, Mergers, Process Improvement, Start-ups, Mergers, Financial Analysis, Leadership, Project Planning, Risk Management
Education
Baylor University 1982 — 1984
N/A, Business Management
Jersey Village High School 1978 — 1982
Surf Air September 2014 - Present
Sungevity January 2013 - August 2014
Complete Solar Solution March 2012 - September 2012
Asian Law Caucus March 2009 - February 2012
JPMorgan Chase December 2009 - December 2011
Enterprise Rent-A-Car 2008 - 2009
AsianWeek Foundation February 2008 - May 2008
Honest Tea March 2007 - December 2007
Skills
Marketing, Sales, Management, Entrepreneurship, Salesforce.com, Marketing Strategy, PowerPoint, Leadership, Strategy, Financial Analysis, Negotiation, Customer Service, Sales Management, Product Development, Team Building, Forecasting, Banking, Microsoft Excel, Business Strategy, Market Research, Chinese, Retail, Investments, Financial Planning, Financial Management, Strategic Financial..., Data Analysis, Analysis, Customer Insight, Training, Brand Management, Corporate Branding, Start-ups, Brand Development, Brand Awareness, Solar PV
Education
University of Southern California - Marshall School of Business 2012 — 2015
Master of Business Administration (MBA), Entrepreneurship and Marketing
University of Southern California 2012 — 2015
Master of Business Administration (MBA)
University of San Francisco 2006 — 2008
Bachelor's, History, Chinese Studies
Beijing Foreign Studies University 2007 — 2007
Certificate, Chinese Language and Culture
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2006
BASE Program, Business
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase May 2014 - August 2014
Baylor University August 2012 - May 2014
Fanning Investment Partners Inc. July 2013 - August 2013
Badger Pier Painting May 2013 - July 2013
Skills
Leadership, Public Speaking, Community Outreach, Microsoft Excel, Student Leadership
Education
Baylor University 2011 — 2015
Business Fellows, Finance, Management
J.P. Morgan Securities August 2013 - Present
JPMorgan 2007 - July 2013
JPMorgan 2004 - 2007
JPMorgan Chase 2001 - 2004
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance
Baylor University - Hankamer School of Business 1997 — 2001
Stratford High School 1993 — 1997
Leadership Dallas
Hallmark University May 2014 - Present
Contractor--Adecco, Inc. February 2013 - March 2014
San Antonio Christian Schools September 2012 - February 2013
JPMorgan Chase May 2012 - August 2012
SLG Millennium Group January 2012 - April 2012
Cypress Christian School August 2010 - May 2011
Recovering from car wreck March 2009 - August 2010
Primerica Financial Services October 2007 - March 2009
Cy-Fair ISD April 2006 - October 2007
United States Air Force June 1995 - December 2005
Skills
Risk Management, Organizational..., Executive Management, Military Operations, National Security, Team Leadership, Program Management, Computer Networking, Microsoft Active..., Information Security, Windows Server 2008 and..., Microsoft Exchange..., Cisco Routers, Cisco Switches, Cisco Security
Education
Hallmark University 2014 — 2016
B.S. Information Systems, Cyber Security, 3.91 GPA
Baylor University 1990 — 1995
Bachelor of Arts (B.A.), History, German, and Aerospace Studies
Pantheon Property Group, LLC August 2012 - Present
ROI Real Estate Ventures, LLC September 2009 - August 2012
Icon Assets, LLC August 2004 - December 2007
JPMorgan Chase February 2001 - July 2004
Skills
Real Estate, Investment Properties, Investments, Investors, Real Estate Transactions
Education
Baylor University - Hankamer School of Business 1999 — 2000
MBA, Finance
Texas A&M University - Mays Business School 1995 — 1998
BBA, Management and International Business
SAIL Advisors July 2015 - September 2015
Zhongrong international trust company June 2014 - August 2014
Netzsch Pumps Ltd September 2012 - October 2012
JPMorgan Chase July 2012 - August 2012
Bank of Communications Limited June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, Data Analysis, PowerPoint, Stata, Macroeconomics, Teamwork, Matlab, Financial Analysis, SPSS, Access, Analysis, Visual C++, SAS, Management, SQL, Visio, Thomson Reuters Eikon, Bloomberg, VBA
Education
Northeastern University 2013 — 2015
Master of Arts (M.A.), Applied Economics, 3.93
Beijing Institute of Technology 2009 — 2013
Bachelor of Engineering(BE) and Bachelor of Economics(BA), Industrial Engineering and Economics, 3.3 and 3.41
UC Berkeley 2011 — 2011
NONE-Summer courses, Economics
JPMorgan Chase January 2002 - Present
Houston Chronicle 1990 - 2002
Skills
Media Relations, Banking, Strategy, Leadership, Marketing
Education
Baylor University 1980 — 1984
BA, History, English, Journalism
Bank of America Merrill Lynch May 2015 - Present
Comerica Bank December 2011 - May 2015
BBVA Compass May 2007 - November 2011
JPMorgan Chase May 2005 - May 2007
Bank of America January 1996 - May 2005
Skills
Middle Market, Commercial Banking, Banking, Finance, Financial Services, Financial Advisory, Financial Modeling, Financial Structuring, New Business Development, Business Development, Relationship Management, Executive Management, Sales Management, Leadership, Strategy, Connecting People, Solution Selling, Capital, Loans, Syndications, Treasury Management, Foreign Exchange, Interest Rate Risk..., Commercial Lending, Credit, Credit Analysis, Entrepreneurship, Financial Analysis, Investment Banking, Investments, Mergers, Negotiation, Risk Management, Networking, Portfolio Management
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA
Twilio, Inc. August 2013 - Present
Zynga October 2011 - August 2013
Bank of America January 2011 - October 2011
JPMorgan Chase February 2008 - January 2011
University of Nebraska January 2006 - December 2007
DTN May 2007 - August 2007
Aicent Telecommunication Technology Ltd June 2005 - December 2005
Skills
SQL, SAS, Unix, Testing, Analysis, Statistics, Optimization, Operating Systems, Online Advertising, Facebook Marketing, R, Data Analysis, Optimizations, Agile Methodologies, Oracle, Databases, Perl, C++, Analytics, Data Mining, Project Management, CSS, Quality Assurance
Education
University of Nebraska at Omaha 2006 — 2007
M.S, Management Information Systems
Beijing University of Posts and Telecommunications 1995 — 2005
B.S, Information Engineering
Independent Bank December 2007 - Present
JPMorgan Chase January 2004 - December 2007
Skills
Banking, Commercial Lending, Loans, Commercial Real Estate, Mortgage Lending, Private Banking, Wealth Management, Financial Analysis, Underwriting, Retail Banking, Real Estate Economics, Strategic Financial..., Executive Management, Finance, Mortgage Banking, Portfolio Management, Real Estate, Risk Management, Retirement Planning, Loan Origination, Commercial Mortgages, Credit, Investment Properties, Commercial Banking, Small Business, Credit Analysis, Credit Risk, FHA, Small Business Lending, Consumer Lending, Valuation, Investments, Loan Servicing, Asset Based Lending, Financial Services, Due Diligence, Relationship Management, Real Estate Financing, Funding, Treasury Management, Construction Loans, SBA 504, Financial Risk, Asset Management, Financial Modeling, Cash Management, Residential Mortgages, Refinance, SBA, Lines Of Credit
Education
Southern Methodist University - Cox School of Business 2008 — 2010
MBA
Baylor University - Hankamer School of Business
BBA, Financial Services & Planning
JPMorgan Chase August 2014 - Present
JPMorgan Chase June 2013 - July 2014
JPMorgan Chase June 2012 - August 2012
Texas A&M University January 2012 - August 2012
Skills
Financial Analysis, Finance, Banking, Microsoft Excel, PowerPoint, Microsoft Word
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Beijing Jiaotong University 2011 — 2011
International Management, Junior
Saint Agnes Academy 2005 — 2009
High school
JP Morgan Chase May 2007 - Present
JP November 2004 - April 2007
JPMorgan Chase December 1998 - November 2004
Skills
Policy, Process Engineering, AML Compliance, Risk Management, Strategy Development, Program Management, Management
Education
University of North Texas 1988 — 2000
Master of Business Administration (M.B.A.), Finance, General
Baylor University 1977 — 1981
Bachelor of Business Administration (BBA), Economics and Finance
JPMorgan Chase June 2014 - Present
Chase Bank July 2012 - June 2014
J.P. Morgan May 2011 - July 2012
Happy State Bank May 2010 - July 2010
Student Life 2008 - 2008
Skills
Spanish, Corporate Finance, PowerPoint, Financial Modeling, Series 79, FINRA
Education
Baylor University - Hankamer School of Business 2007 — 2011
Bachelor of Business Administration, Finance, Economics
BOK Financial September 2010 - December 2013
JPMorgan Chase July 2006 - April 2009
JPMorgan Chase July 2003 - July 2006
Bank One March 2001 - July 2003
Bank One January 1999 - March 2001
Bank One October 1988 - November 1999
Bank One November 1997 - October 1998
Bank One July 1995 - November 1997
Bank One April 1993 - July 1995
Bank One May 1989 - April 1993
Skills
Strategic Planning, Process Improvement, Business Development, Sales Management, Leadership, Executive Management, Change Management, Team Building, Banking, Financial Services, Relationship Management, Finance, Customer Experience, Marketing, Organizational Design, Project Coordination, Revenue Enhancement, Matrix Management, Capital Budgeting, Communication Skills, Staff Development, Career Development, Small Business Expertise, Succession Planning, Family Business, Strategy, Loans, Management, Credit Analysis, Credit, Training, Commercial Lending, Portfolio Management, Treasury Management
Education
Baylor University - Hankamer School of Business 1986 — 1987
MBA, Finance, Marketing
Baylor University - Hankamer School of Business 1982 — 1986
BBA, Entrepreneurship, Finance
FirstCity Financial Corp. December 2008 - January 2013
Cypress Equities January 2008 - November 2008
JPMorgan Chase May 2006 - December 2007
Skills
Financial Analysis, Financial Modeling
Education
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Finance, Marketing
The Grounds Guys August 2012 - Present
JPMorgan Chase November 2010 - July 2012
Mattson Financial Services August 2008 - August 2010
T and F Lawncare May 2001 - August 2006
Skills
Social Media, Marketing, Customer Service, Sales, Financial Analysis, Strategic Planning, Microsoft Office
Education
Baylor University 2006 — 2010
BBA, Management
Saville, Dodgen & Co. February 2014 - Present
JPMorgan Chase July 2013 - January 2014
Phillips 66 May 2012 - August 2012
Federal Reserve Bank of Dallas May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, QuickBooks, Financial Accounting, Financial Analysis, Bookkeeping, Customer Service, Financial Reporting, Teamwork, Finance, Auditing, SAP
Education
Baylor University - Hankamer School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, Alumni
JPMorgan Chase & Co. 2015 - Present
Baylor University June 2013 - 2015
JPMorgan Chase June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, English, Customer Service, Research, Economics, Social Media, Financial Analysis, Public Speaking, Accounting, Team Leadership, Leadership, Time Management, Windows, Facebook, Event Planning
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics
Phoenyx Fitness January 2010 - Present
NYSC July 2009 - December 2011
JPMorgan Chase 2002 - June 2011
NYSC July 2009 - March 2010
Ballys July 2000 - March 2003
Skills
Fitness, Strength Training, Wellness, Nutrition, Weight Training, Kettlebells, Corporations, Personal Training, Endurance, Boot Camp, Sports, Fitness Training, Kickboxing, NASM, Sports Nutrition, Wellness Coaching, Functional Training, Lifestyle Coaching, Operant Conditioning, Coaching, Lifestyle, Weight, Athletics, Nutritional Counseling, Exercise Physiology, Athletic Training, Employee Wellness, Circuit Training, Cardio, Weight Loss Coaching, Wellbeing, Health Education, Supplements, Health Promotion, Nutrition Education, Motivational Speaking, Martial Arts, Holistic Health, Weight Management
Education
Baylor University - Hankamer School of Business
Bachelor of Business Administration, Real Estate
Baylor University - Hankamer School of Business
Bachelor of Business Administration (B.B.A.)
Apex Hydrocarbon Investments, LLC December 2013 - Present
Whitney Bank 2008 - December 2013
JPMorgan Chase 1985 - 2008
Skills
Credit, Investments, Portfolio Management, Mergers & Acquisitions, Financial Services, CRM, Marketing, Finance, Commercial Banking, Mergers, Banking, Commercial Lending, Credit Analysis, Loans, Treasury Management, Management, Financial Analysis, Risk Management
Education
Baylor University - Hankamer School of Business
Master of Business Administration (MBA), Economics & Finance
TitleTec July 2015 - Present
TitleTec October 2014 - July 2015
TitleTec October 2013 - October 2014
FM Facility Maintenance June 2010 - October 2013
Richardson Independent School District March 2009 - June 2010
JPMorgan Chase March 2008 - March 2009
Altivity Packaging January 2007 - February 2008
Waco Independent School District March 2003 - December 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Databases, Access, Oracle SQL, Microsoft SQL Server, Microsoft Excel, Budgets, Forecasting, Accounts Payable, Analysis, Accounts Receivable, Process Improvement, Financial Modeling, VBA, Oracle, Operations Management, Data Analysis, Business Analysis, Account Reconciliation, Auditing, General Ledger, Finance
Education
Baylor University - Hankamer School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
The University of Texas at Dallas
Houston Business Bank March 2008 - April 2013
JPMorgan Chase December 2003 - March 2008
Skills
Underwriting, Business Valuation, Business Strategy, Banking, Business Development, Commercial Lending, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Credit Risk, Due Diligence, Finance, Financial Analysis, Financial Modeling, Financial Services, Investment Banking, Investments, Loan Origination, Loans, Mergers, Microsoft Excel, New Business Development, Portfolio Management, Retail Banking, Risk Management, Small Business Lending, Valuation, Team Building
Education
The University of North Dakota School of Law 2013 — 2015
Juris Doctor (J.D.), Expected Dec. 2015
Baylor University
BBA, Finance
Hong Kong Baptist University 1999 — 1999
Semester abroad, Finance
Boston University - School of Management
Graduate School of Management (visiting spring 2015)
Boston University School of Law
Banking and Financial Law (visiting spring 2015)
Houlihan Lokey January 2013 - Present
Milestone Advisors June 2011 - December 2012
JPMorgan Chase June 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Capital Markets, Venture Capital, Mergers & Acquisitions, Finance, DCF, Asset Management
Education
Baylor University 2007 — 2011
BBA, Finance, Economics and Entrepreneurship
Amegy Bank January 2007 - Present
JPMorgan Chase September 2001 - December 2006
Skills
Commercial Lending, Small Business Lending, Credit Analysis, Loans, Credit, Commercial Banking, Underwriting, Consumer Lending, Banking, Risk Management, Corporate Finance, Private Banking, Executive Management, Treasury Management
Education
Baylor University - Hankamer School of Business 1976 — 1980
BBA, Economics & Finance
Texas Capital Bank October 2014 - Present
Bank of Texas / BOK Financial July 2010 - October 2014
R & W Enterprises September 2001 - July 2010
JPMorgan Chase 1991 - 1996
The Richards Group 1989 - 1991
Skills
Business Development, Banking, CRM, Commercial Banking, Commercial Lending, Cash Management, Financial Analysis, Loans, Management, Market Research, Mergers, New Business Development, Portfolio Management, Process Improvement, Sales, Strategic Planning, Team Building, Treasury Management
Education
Baylor University - Hankamer School of Business 1985 — 1989
BBA, Business Broadcasting and Marketing
Highland Park High School
JPMorgan Chase July 2007 - Present
Scientific Forming Technologies Corporation January 2000 - July 2007
Education
The Ohio State University 2001 — 2007
M.S., Computer Science Engineering
The Ohio State University 1998 — 1999
M.S., Industrial Systems Engineering
Beihang University 1989 — 1996
M.S. & B.S., Aerocraft Manufacturing Engineering
JPMorgan Chase July 2010 - Present
Ichibon Japanese Steakhouse September 2009 - July 2010
Walker Marketing and Consultant June 2009 - September 2009
Terra Gallery February 2009 - July 2009
Fuyou Communication Company June 2007 - August 2007
Skills
Photoshop, Rhino, AutoCAD, Pro/Engineer, InDesign, Microsoft Office
Education
Marietta College 2007 — 2009
Master's degree, International Corporate Media
Beijing Technology and Business University 2003 — 2007
Bachelor's degree, International Corporate Media
BB&T June 2015 - Present
BB&T July 2013 - June 2015
Inwood National Bank August 2011 - July 2013
Young Life 2007 - July 2013
BBVA Compass April 2010 - August 2011
Wachovia Bank June 2005 - 2010
JPMorgan Chase 1999 - 2005
JPMorgan Chase 1999 - 2000
Skills
Commercial Lending, Loans, Commercial Banking, General Awesomeness, Mortgage Lending, Banking, Lines Of Credit, Finance, Loan Origination, Portfolio Management, Underwriting, Real Estate Lending, Leadership, Credit, Financial Services, Financial Analysis, Corporate Finance, Real Estate, Investment Properties, Strategic Planning, Refinance, Commercial Real Estate, Deposits, Sales, General skills that...
Education
Baylor University - Hankamer School of Business 1994 — 1999
BBA, Entrepreneurship
Edmond Memorial Highschool 1993 — 1994
Insperity February 2012 - Present
Administaff January 2007 - February 2012
Insperity June 2005 - February 2007
MaxxuM Computer Concepts August 1998 - December 2004
JPMorgan Chase June 1995 - June 1998
American Airlines September 1990 - June 1994
Employers Insurance Group 1987 - 1989
Skills
Performance Management, Workshop Facilitation, Coaching, PowerPoint, Public Speaking, Onboarding, Microsoft Office, SharePoint, Microsoft Word, Training, Process Improvement, Microsoft Excel, Content Strategy, Strategic Content..., Employee Benefits, Change Management, Recruiting
Education
Baylor University - Hankamer School of Business 1983 — 1987
BBA, Information Systems
Wells Fargo January 2013 - Present
DG June 2012 - November 2012
Aerotek April 2010 - June 2012
JPMorgan Chase October 2004 - March 2010
SouthFM, LLC 2002 - 2003
Solution Point August 1995 - April 2001
Curtain Club / Liquid Lounge 1998 - 2001
Baylor University January 1990 - December 1990
Skills
Writing, Editing, Analysis, Graphic Design, Presentations, Public Relations, Publications Management, Press Releases, Online Marketing, Advertising, Marketing, Internal Communications, Corporate Communications, Online Advertising, Publishing, Web Content, Content Management, Copywriting, Copy Editing, Marketing Communications, Technical Writing, Email Marketing, Music, Content Development, Marketing Strategy, Adobe Creative Suite, Creative Direction, Digital Marketing, InDesign, Blogging, Facebook, New Media, Publications, Social Media Marketing
Education
Baylor University 1992 — 1993
MA, Philosophy
Baylor University 1987 — 1991
BA, Philosophy
Veterans United Home Loans August 2012 - Present
JP Morgan Chase May 2011 - August 2012
JPMorgan Chase August 2010 - May 2011
Citi January 2005 - August 2010
Skills
Mortgage Lending, Loans, Consumer Lending, Mortgage Banking, Credit, Underwriting, Loan Origination, Mortgage Underwriting, Credit Analysis, Credit Risk, Banking, Risk Management, Financial Risk, Relationship Management, Operations Management, Residential Mortgages, Refinance, VA loans, Leadership
Education
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Management
JPMorgan Chase & Co. September 2014 - Present
Hype Well Inc. February 2014 - August 2014
Hype Well August 2013 - February 2014
JPMorgan Chase June 2011 - July 2012
Delta Sigma Pi 2011 - 2012
Guiang Corporation 2011 - 2011
United Business Student Senate 2010 - 2011
Xtreme Toy Zone June 2007 - September 2007
Skills
Social Media Marketing, Marketing, Advertising, Leadership, Event Planning, Public Relations, Marketing Strategy, Data Analysis, Business Development, Sales, Project Management
Education
California State Polytechnic University-Pomona 2007 — 2012
Bachelor of Science (BS), International Business & Marketing
Beijing Language and Culture University 2012 — 2013
Certificate, Chinese Language & Culture
Blue Star Payment Solutions September 2014 - Present
Pace Payment Systems October 2012 - May 2013
Century Payments, Inc. November 2010 - September 2012
JPMorgan Chase July 2007 - December 2009
Chase Paymentech July 2007 - November 2009
USA Merchant Services September 2005 - February 2007
Skills
Merchant Services, Payment Card Processing, Electronic Payments, Debit Cards, Credit Cards, E-payments, Payments, Salesforce.com, Mobile Payments, Gift Cards, Payment Gateways, Account Management, Payment Systems, Relationship Management, Direct Sales, Cold Calling, B2B, Sales Management, New Business Development, Sales, Marketing, Competitive Analysis, Business Development, Management, Leadership, Bookkeeping, Lead Generation, Selling, Strategy, Contractors, Customer Service, Market Analysis, Strategic Planning
Education
Baylor University 2002 — 2005
BA, Communications
Baylor University 2002 — 2005
Bachelor of Arts, Communication Studies
East West Bank January 2015 - Present
East West Bank January 2013 - January 2015
HSBC March 2006 - January 2013
JPMorgan Chase March 2004 - March 2006
MetLife Financial September 2002 - March 2004
Skills
Banking, Credit, Relationship Management, Retail Banking, Commercial Banking, Bridge Financing, International Banking..., Private Clients, Leadership, Wealth Management, Training, Performance Management, Risk Management, Finance, Management, Financial Services, Credit Risk, Sales, Portfolio Management, Credit Cards, Investments, Credit Analysis, Strategy, Equities, Loans, Financial Advisory, Mutual Funds, Capital Markets, Securities
Education
Montclair State University 2004 — 2008
MBA, Finance and Accounting
Beijing Institute of Technology 1991 — 1995
Bachelor of Engineering (BE)
EIV Capital June 2014 - Present
Quantum Energy Partners 2009 - 2014
GSO Capital Partners 2006 - 2009
Credit Suisse First Boston 2003 - 2006
JPMorgan Chase 2001 - 2003
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Investment Banking, Energy, Valuation, Investments, Oil/Gas, Natural Gas, Due Diligence, Corporate Development, Equities, Gas, Financial Analysis, Capital Markets, Upstream, Venture Capital, Petroleum, Project Management, Energy Industry
Education
Baylor University 1996 — 2000
BBA, Finance, Information Systems
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Finance, Information Systems
Supreme Lending February 2015 - Present
Supreme Lending July 2013 - February 2015
JPMorgan Chase July 2011 - July 2013
Citi Mortgage January 2010 - July 2011
ATI Enterprises September 2009 - January 2010
GameStop Inc June 2005 - September 2009
Skills
Sales Management, Staff Management, Hiring Practices, Training, Underwriting, Mortgage Underwriting, Residential Mortgages, Loss Mitigation, Sales, USDA, Foreclosures, Loans, FHA, Mortgage Marketing
Education
University of Phoenix
Bachelors of Science, Business Management
Baylor University
Plano West
JPMorgan Chase 2013 - Present
TE Connectivity July 2012 - 2013
Industrial Bank CO., LTD 2011 - 2011
Skills
Variance Analysis, Transfer Pricing, Tax, Strategic Financial..., SAP, Research, Project Planning, Microsoft Word, Microsoft Excel, Forecasting, Hyperion Enterprise, Financial Reporting, Financial Modeling, Financial Analysis, Engineering, Finance, Corporate Finance, Data Analysis, Budgets, Cash Flow, Analysis, Auditing
Education
Penn State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and International Politics
Beijing Foreign Studies University 2011 — 2011
IES, Contemporary issue in China
Maastricht University
IES, Economics of European Integration
BNY Mellon November 2014 - Present
JPMorgan Chase November 2013 - November 2014
Northwestern Mutual May 2009 - October 2013
Education
Baylor University 2005 — 2009
Bachelors of Business Administration, Finance and Economics
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Finance, Economics
Citibank NA January 2011 - Present
Citi January 2011 - Present
JPMorgan Chase December 2009 - January 2011
JPMorgan Chase April 2007 - December 2009
JPMorgan Chase April 2007 - November 2009
Citibank September 2006 - April 2007
American International Bank March 2006 - September 2006
American Business Development Center, Inc December 2003 - January 2006
Skills
Banking, Credit, Retail Banking, Portfolio Management, Series 63, Credit Cards, Relationship Management, Series 6, Loans, Consumer Lending, Series 7, Certified Financial..., life and health...
Education
Beijing Jiaotong University 2000 — 2004
BA, International Business
Queens College, CUNY (2004 - 2005)University of International Business and Economics, Beijing
Finance, General
Massnet Innovations Ltd January 2011 - Present
E-ZPass Group January 2006 - January 2011
OminAir Consortium, Inc January 2006 - January 2011
Yonkers Public Schools September 2004 - January 2006
NYC Department of Education September 2001 - September 2004
JPMorgan Chase December 1999 - September 2001
MetLife January 1992 - December 1999
Skills
Analysis, Teaching, Research, Policy, Budgets, Microsoft Excel, Strategic Planning, Negotiation, Forecasting, Microsoft Office, Public Speaking, Strategy, Project Planning, Risk Management, Program Management, Management, Tutoring, Management Consulting, PowerPoint, Process Improvement, Data Analysis, Financial Modeling, Leadership, Training, Business Strategy, Finance, Project Management, Managerial Finance, Change Management, Banking, Business Development, Financial Analysis, Operations Management, Business Planning, Procurement, Team Leadership, Mergers & Acquisitions, Accounting, Start-ups, CRM, Due Diligence, Auditing, Cash Management, Portfolio Management, Executive Management, Marketing, Cash Flow, Human Resources, Business Analysis, Financial Risk
Education
University of Maryland College Park 2007 — 2007
Transportation Management for Sr. Managers
University of Delaware 2006 — 2006
Transportation & Land Use
City University of New York-Herbert H. Lehman College 2002 — 2004
MS, Science Education (Chemistry)
Dowling College 2000 — 2002
MBA, Banking & Finance
Marymount Manhattan College 1996 — 2000
BS, Biology
Beijing Language and Culture University 1987 — 1988
Diploma, Chinese Language
Uniwersytet Łódzki 1984 — 1987
Diploma, Polish Language
University of New England (AU)
DTS January 2011 - Present
DTS June 2005 - January 2011
IMB October 2002 - October 2004
JPMorgan Chase September 1985 - August 1999
Skills
Microsoft Excel, PowerPoint, Editing, Microsoft Office, Research, Microsoft Word, Office Administration, Outlook, Leadership, Training
Education
Dallas Theological Seminary 2005 — 2013
Master of Theology
Baylor University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, Economics, Statistics
JPMorgan Chase October 2010 - Present
M/I Homes October 2009 - January 2011
AOL International 2007 - 2009
CompuServe/Netscape 2004 - 2007
CompuServe/Netscape 1999 - 2004
Time Magazine January 1997 - January 2002
ABCNEWS.COM January 1997 - January 1999
TIME.com January 1996 - January 1997
Time Magazine January 1994 - January 1996
The Orlando Sentinel 1993 - 1994
Education
University of Maryland College Park 1989 — 1993
B.S., Journalism, Chinese Studies
Beijing Normal University 1987 — 1988
Chinese language studies
Nationstar Mortgage March 2015 - Present
Fannie Mae August 2014 - February 2015
JPMorgan Chase October 2012 - August 2014
JPMorgan Chase April 2012 - September 2012
Nationstar Mortgage January 2009 - March 2012
Skills
Analytics, Portfolio Management, Financial Services, Banking, Strategic Planning, Business Analysis, Trend Analysis, Reporting & Analysis, Executive Reporting, Mortgage Servicing, Mortgage Banking, Ad Hoc Reporting, Finance, Financial Modeling, Strategic Financial..., Financial Analysis, Risk Management, Microsoft Excel, Financial Planning, Management
Education
Baylor University - Hankamer School of Business 2004 — 2008
BBA, Financial Planning and Services, Real Estate
Colonial Oil June 2007 - May 2013
BMO Capital Markets March 2006 - January 2007
Tauber Oil Company April 2003 - March 2006
Dynegy July 2001 - March 2003
JPMorgan Chase May 2000 - August 2000
Skills
Senior Analyst with..., Focus in contracts,..., Well diversified skill..., Strategic Planning, Financial Analysis, Forecasting, Analysis, Project Management, Accounting, Commodity Markets, Energy, Financial Modeling, Petroleum, Energy Industry, Trading, Process Improvement, Management
Education
University of Houston 2003 — 2006
Master of Business Administration (MBA), Energy Risk Management
Baylor University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Finance
Alpha Orthopedics January 2013 - Present
Texas Instruments July 2012 - December 2012
JPMorgan Chase 2009 - June 2012
JPMorgan Chase 2007 - 2009
Skills
Banking, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Access, Strategy, Management, Spanish, Financial Modeling, Sales, Business Strategy, CRM, Leadership, Sales Management, Software Documentation, Accounting, Marketing Strategy, Marketing, Strategic Planning
Education
Baylor University 2011 — 2013
Master's, Executive MBA
Texas Tech University 2002 — 2006
Bachelor's, Anthropology
Bishop Lynch
Prudential Financial March 2013 - Present
JP Morgan Chase January 2010 - March 2013
JPMorgan Chase October 2008 - December 2009
KeyCorp August 2007 - October 2008
KeyCorp January 2007 - August 2007
Skills
Credit, Risk, Loans, Analysis, Real Estate, Mortgage Banking, Mortgage Servicing, Commercial Real Estate, Underwriting, Real Estate Economics, Due Diligence, Asset Management, Financial Analysis
Education
The University of Texas at Dallas - School of Management 2008 — 2012
MBA, Finance, 3.77
Baylor University 2002 — 2006
BBA, Economics, Real Estate
JPMorgan Chase September 2010 - Present
Scivantage June 2007 - September 2010
Kyocera Mita August 2002 - June 2007
Cegedim Dendrite February 1998 - August 2002
Skills
Trading Systems, Enterprise Architecture, SDLC, Unix, Software Project..., SQL, Agile Methodologies, Business Analysis, Risk Management, Integration, XML, Microsoft SQL Server, Databases, Requirements Analysis
Education
New Jersey Institute of Technology 1997 — 2001
Ph.D
New Jersey Institute of Technology 1997 — 1998
M.S.
Beihang University
M.S.
Tianjin University
B.S
Integrated Sales & Credit Skills Training January 2002 - Present
Understanding Bankers Logic January 2002 - Present
C6 Financial Services, Inc January 2002 - Present
JPMorgan Chase January 1999 - December 2001
JPMorgan Chase January 1996 - December 1998
JPMorgan Chase January 1990 - December 1995
Bank Texas January 1988 - December 1989
Texas American Bank January 1986 - December 1987
Republic Bank January 1984 - December 1985
Skills
Portfolio Management, Commercial Banking, Banking, Financial Analysis, Credit, Investments, Commercial Lending, Loans, Treasury Management, Corporate Finance, Small Business Lending, Credit Analysis, Risk Management, Team Building
Education
Baylor University - Hankamer School of Business 1984 — 1985
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Baylor University 1980 — 1984
Bachelor's Degree, Political Science and Government
Valley Baptist Health System January 2014 - Present
Valley Baptist Health System December 2012 - December 2013
Valley Baptist Health System July 2011 - December 2012
Valley Baptist Health System July 2010 - July 2011
Baylor University August 2008 - May 2010
Valley Baptist Health System June 2009 - December 2009
JPMorgan Chase July 2005 - August 2008
McDonald's October 2000 - December 2005
Skills
Customer Service, Public Speaking, Management, Healthcare, Healthcare Management, Healthcare Information..., Hospitals, Process Improvement, Data Analysis, SQL, SSRS, Minitab, Visionware
Education
Baylor University - Hankamer School of Business 2008 — 2010
MBA, Healthcare Administration
The University of Texas at Arlington 2005 — 2008
B.B.A., Economics
Trinity High School
JPMorgan Chase June 2011 - Present
Constellation Energy March 2009 - May 2011
Baltimore Gas & Electric - (Constellation Energy) 2007 - March 2009
Baltimore Gas & Electric - (Constellation Energy) January 2005 - 2007
Constellation Energy December 2003 - January 2005
Reliant Energy January 2002 - 2003
Enron Corporation 2001 - 2001
Skills
Business Analysis, SDLC, Process Improvement, Business Process..., SharePoint, Requirements Analysis, Integration, Disaster Recovery, Visio, Program Management, PMO, Project Management, IT Strategy, Vendor Management, Requirements Gathering, Business Process, Change Management, Commodity Markets, Business Intelligence, Enterprise Architecture, Software Documentation, Cross-functional Team..., Strategy, Management
Education
The Johns Hopkins University 2007 — 2010
MBA
The Johns Hopkins University - Carey Business School 2005 — 2007
MS
Baylor University - Hankamer School of Business 1996 — 2000
BBA
Sankaty Advisors October 2014 - Present
JPMorgan Chase June 2010 - October 2014
JPMorgan Chase March 2007 - June 2010
JPMorgan Chase August 2005 - March 2007
JPMorgan Chase May 2004 - July 2004
Skills
Investment Banking, Leveraged Finance, Leveraged Lending, Financial Analysis, Financial Structuring, Financial Modeling, Financial Markets, Credit Risk, Asset Managment, Business, Credit, Financial Accounting, Private Equity, Corporate Finance, Economics, Aviation, Private Pilot, Sailing, Scuba Diving, Running, Weight Training, Computers, Microsoft Office, Investments
Education
Baylor University 2000 — 2005
Bachelor of Business Administration (BBA), Finance and Economics, 4.0
Mountain View High School 1996 — 2000
High School
New Pathway Education & Technology Group (USA) September 2014 - Present
New Pathway Education & Technology Group August 2012 - August 2014
Inhouse Web July 2011 - July 2012
Shanghai Greenland Group August 2010 - June 2011
iSoftStone April 2010 - July 2010
JPMorgan Chase July 2007 - July 2009
THE OHIO DEPARTMENT OF JOB AND FAMILY SERVICES October 2006 - July 2007
ACH Food Companies June 2006 - September 2006
Merrill Lynch 2005 - 2005
Skills
Recruiting, Strategic Planning, Leadership, Management, Human Resources, Process Improvement, Mandarin, Organizational..., Project Management, Cross-cultural Teams, Talent Acquisition, Employee Relations, Performance Management, Training, Account Management, Interviews, Microsoft Office
Education
Cornell University 2014 — 2016
Master's Degree
Beijing Language and Culture University 2009 — 2010
Certificate, Chinese Mandarin
The Ohio State University Fisher College of Business 2003 — 2007
B.S.B.A., Marketing; Human Resource Management
Temple ISD September 2011 - Present
West ISD August 2010 - June 2011
MIdway ISD September 2009 - June 2010
State Bank & Trust Co., Dallas October 2006 - June 2010
Merrill Lynch March 2005 - September 2006
JPMorgan Chase May 2001 - September 2005
United States Marine Corps December 1994 - April 1999
Skills
Loans, Credit, Banking, Financial Analysis, Risk Management, Budget, Team Building, Investments, Mortgage Lending, Executive Management, Coaching, Portfolio Management, Strategic Financial..., Business Development, Strategic Planning
Education
Baylor University - Hankamer School of Business 1999 — 2001
MBA
Texas Tech University - Rawls College of Business 1990 — 1994
BBA, Business Mgt w/a minor in Accounting
Nationstar Mortgage February 2012 - Present
JPMorgan Chase May 2011 - February 2012
EMC Mortgage July 2007 - February 2012
JPMorgan Chase December 2009 - May 2011
JPMorgan Chase July 2008 - November 2009
EMC Mortgage March 2007 - July 2008
Bank of America September 2005 - March 2007
Skills
Business Analysis, Banking, Business Requirements, Loss Mitigation, Data Warehousing, SQL, VBA, Microsoft SQL Server, Microsoft Excel, Analytics, Change Management, Management, Microsoft Office, Operations Management, Process Improvement, Project Management, Project Planning, Requirements Gathering, SDLC, Software Documentation, Vendor Management, Visio
Education
Baylor University 1998 — 2002
Independent Consultant August 2015 - Present
Wolters Kluwer ELM Solutions February 2015 - August 2015
Datacert February 2014 - January 2015
Datacert May 2008 - January 2014
JPMorgan Chase 2004 - 2007
JPMorgan Chase 2001 - 2004
JPMorgan Chase 1999 - 2001
Skills
Competitive Analysis, Product Management, Enterprise Software, Vendor Management, SaaS, Product Launch, Product Marketing, Professional Services, Requirements Analysis, Business Analysis, Go-to-market Strategy, Strategic Partnerships, Business Intelligence, Pragmatic Marketing, B2B Marketing, Project Management, Competitive..., Sales Enablement, Content Marketing, Messaging Development, Leadership, Cross-functional Team..., Product Development, Strategy, Marketing, B2B, Team Leadership, Analytics, CRM, Analysis, Sales, Demand Generation, Salesforce.com
Education
Baylor University - Hankamer School of Business 1994 — 1998
B.B.A., Marketing
Toyota Financial Services July 2015 - Present
JPMorgan Chase January 2012 - August 2015
Pegasus Bank September 2009 - January 2012
Sterling Bank June 2008 - September 2009
Baylor University May 2006 - December 2007
Marco Company May 2007 - July 2007
Thornton Tomasetti January 1998 - May 2006
USA CERL June 1997 - December 1997
Education
Baylor University - Hankamer School of Business 2006 — 2007
MBA, Finance
University of Illinois at Urbana-Champaign 1996 — 1997
MS, Civil Engineering
Texas A&M University 1990 — 1996
BS, Civil Engineering
JPMorgan Chase & Co. July 2015 - Present
JP Morgan Chase February 2014 - July 2015
JPMorgan Chase September 2010 - January 2014
JP Morgan Chase May 2009 - September 2010
Pegasus Logistics Group August 2008 - March 2009
Olympia Holdings, LLC October 2003 - May 2008
Fedex Freight April 2002 - September 2003
FedEx Freight January 2001 - April 2002
FedEx Freight December 1998 - January 2001
Skills
Finance, Business Analysis, Banking, Financial Services, Financial Reporting, Financial Analysis, Hedge Funds, Investment Banking, Mortgage Lending, Investments, Process Improvement, Real Estate, Strategic Financial..., Portfolio Management, Credit, Credit Risk, Equities, Financial Modeling, Risk Management, Operations Management, Internal Controls, Project Management, Management, Strategic Planning, Payment Card Processing
Education
Baylor University - Hankamer School of Business 1996 — 1998
BBA, Real Estate Investments/Finance
University of Arkansas 1994 — 1996
The Church on Rush Creek September 2013 - Present
JPMorgan Chase August 2002 - September 2013
Arthur Andersen January 2000 - August 2002
Education
Dallas Theological Seminary 2012 — 2016
Baylor University - Hankamer School of Business 1997 — 2001
Masters, Accounting
JPMorgan Chase February 2011 - Present
JPMorgan Chase August 2008 - February 2011
JPMorgan Chase July 2007 - August 2008
Education
Baylor University - Hankamer School of Business 2003 — 2007
JPMorgan Chase 2007 - Present
Education
Baylor University 1999 — 2003
JPMorgan Chase February 2003 - Present
Skills
Underwriting, Credit, Loans, Credit Analysis, Portfolio Management, Microsoft Excel, Microsoft Word, Microsoft Office 2007, Strategy Loan System
Education
2005 Formal Credit Training at WaMu 2005 — 2005
Credit Training
Baylor University 1998 — 2002
BBA, Economics, Finance, and International Business
Aerotek RecruiterAerotek Engineering2008 - 2009
JPMorgan Chase 1998 - 2003
Education
Baylor University 1987 — 1989
BBA, Marketing, Management
Freudenberg Oil & Gas Technologies December 2010 - February 2014
ExxonMobil June 2009 - April 2010
Hewitt Associates, LLC November 2005 - March 2009
JPMorgan Chase September 2004 - October 2005
Skills
Financial Reporting, Financial Analysis, PeopleSoft, Account Reconciliation, Accounting, Sarbanes-Oxley Act, Variance Analysis, Financial Accounting, General Ledger, Process Improvement, Accounts Payable, SAP, QAD, Oracle
Education
Baylor University 1999 — 2003
Bachelor of Science (BS), Economics/ minor in Chemistry
Eisenhower High
JPMorgan Chase September 2011 - Present
JPMorgan Chase March 2007 - September 2011
Aerotek February 2003 - March 2007
Nova August 2004 - August 2005
RPI Consultants February 2003 - September 2003
Skills
Mortgage Lending, Vendor Management, Process Improvement, Banking, Loans, Leadership, Mortgage Banking, Credit, Customer Service, Financial Services, Insurance, Risk Management, Customer Satisfaction, Customer Retention, Customer Experience, Loan Origination, Refinance, Residential Mortgages, Consumer Lending, Credit Analysis, FHA
Education
Baylor University 1998 — 2002
Bachelor, Business
Texas Capital Bank December 2012 - Present
JPMorgan Chase April 1986 - November 2012
Education
Baylor University 1979 — 1983
BBA, Management
BBA from Baylor University
The Weitzman Group/Cencor Realty Services November 2013 - Present
NorthMarq October 2011 - October 2013
Northwestern Mutual January 2008 - October 2011
JPMorgan Chase September 2005 - December 2007
Education
Southern Methodist University - Cox School of Business 2010 — 2011
MBA, Real Estate Finance
Baylor University - Hankamer School of Business 2000 — 2004
BBA, Finance
Consumer Financial Protection Bureau September 2014 - Present
Commodity Futures Trading Commission August 2009 - September 2014
Scottrade December 2008 - July 2009
Smith Barney September 2008 - December 2008
NAU Inc. February 2007 - February 2008
JPMorgan Chase March 2006 - December 2006
United States Marine Corps June 2000 - June 2004
Skills
Microsoft Office, Government, Public Speaking, Project Management, Management, Marketing, Sales, Start-ups, Analysis
Education
Northwestern University 2012 — 2014
CPA Prep Certificate, Accounting, 4.0
DePaul University 2006 — 2009
B.S. in Commerce-Finance; Minor in China Studies, 3.9
Beijing Foreign Studies University 2008 — 2008
Mandarin-Level 1
United States Marine Corps 2000 — 2000
Marine Corps Administrative School
JPMorgan Chase November 2013 - Present
US Dataworks August 2007 - November 2013
Naztec April 2006 - September 2007
Quadros Systems, Inc. July 2004 - April 2006
Overseas Equipment Services May 2003 - June 2004
Evado Inc. March 2002 - November 2002
Ulticom July 1999 - November 2001
InterDigital Communications January 1999 - June 1999
Brooks Data Services September 1998 - December 1998
Applied Materials January 1997 - September 1998
Skills
Software Development, Java Enterprise Edition, Spring, Ant, Subversion, Bash, Java, EJB, Swing, iBatis, Jasper Reports, Quality Assurance
Education
Baylor University 1992 — 1996
BSE, Engineering, Computer Science
JPMorgan Chase June 1995 - Present
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Finance
Westside High School
Cyber City Coffee Company January 2003 - Present
Cyber City Coffee Co. 2003 - Present
Cyber City Coffee Company 2003 - 2010
JPMorgan Chase 2008 - 2009
Northwest Airlines 2003 - 2004
(Randstad Company) 1999 - 2001
Skills
Management, Vendor Management, Risk Management, Process Improvement, Team Leadership, Negotiation, Project Management, Strategic Planning, Cross-functional Team..., Customer Service, Microsoft Office, Team Building, Microsoft Excel, Product Development, SDLC, Program Management
Education
Baylor University 1993 — 1998
Bachelor of Commerce (B.Com.), Information Technology
Saginaw Valley State University 1991 — 1996
Bachelor of Applied Science (B.A.Sc.), EE/ME
JPMorgan Chase April 1997 - Present
JP Morgan Chase April 1997 - March 2012
Darien Financial Services, Inc March 1994 - March 1997
Skills
Investments, Real Estate, Loans, Venture Capital, Mortgage Lending, Credit, Process Improvement, Loan Origination, Mortgage Banking, Residential Mortgages, Consumer Lending, FHA, Real Estate Financing, VA loans, Construction Loans, Commercial Mortgages, Commercial Lending, Refinance, Series 7, Series 63, Portfolio Management, Banking, Credit Analysis, FHA financing, Underwriting, Investment Properties, Financial Services, Relationship Management, Real Estate Economics, Lines Of Credit, Asset Management, Mortgage Marketing, Cross Selling, Valuation, Leadership, VA Loans, Finance, Sales, Management, FHA Financing
Education
Baylor University 1986 — 1988
Bachelor of Arts (B.A.), History
Louisiana State University 1984 — 1986
Business Administration and Management, Finance
Jesuit High School of New Orleans, LA 1980 — 1984
Anthelio Healthcare Solutions September 2013 - Present
McKesson Specialty Health March 2012 - August 2013
McKesson Specialty Health 2009 - March 2012
Bank of New York Mellon 2008 - 2008
Bank of New York Mellon 2006 - 2008
JPMorgan Chase 2004 - 2006
Ernst & Young 2002 - 2004
Arthur Andersen 1999 - 2002
Skills
Leadership, Financial Analysis, Financial Reporting, Process Improvement, Sarbanes-Oxley Act, Accounting, Forecasting, Financial Modeling, Auditing, Budgets, Risk Management, Finance, Business Strategy, Mergers & Acquisitions, Business Analysis
Education
Baylor University - Hankamer School of Business 1995 — 1999
BBA, Accounting
Baylor University - Hankamer School of Business 1995 — 1999
Master, Taxation
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management January 2006 - June 2010
Morgan Stanley Investment Management 2005 - 2006
Morgan Stanley Investment Management 2003 - 2005
Morgan Stanley Investment Management 2001 - 2003
Morgan Stanley Wealth Management 1999 - 2001
Morgan Stanley Wealth Management 1997 - 1999
JPMorgan Chase 1995 - 1997
JPMorgan Chase 1993 - 1994
Skills
Separately Managed..., Alternative Investments, Series 7, Series 63, ETFs, Mutual Funds, Asset Allocation, Hedge Funds, Asset Managment, Investment Strategies, Wealth Management, Series 24, Investments, Fixed Income, Investment Advisory, Equities, Securities, Portfolio Management, Series 65, Uniform Combined State..., Investment Management, Fund Of Funds, Asset Management, FINRA, Retirement Planning
Education
Baylor University 1989 — 1993
BBA
Westminster School of London 1992 — 1992
International Business
GIA Technology December 2010 - Present
QuestPro Consultants January 2010 - August 2010
St. Jude Medical-Neuromodulation Division May 2007 - January 2009
The Magni Company January 2004 - April 2007
JPMorgan Chase August 2002 - December 2003
Intuit January 2001 - July 2002
Education
Baylor University 1996 — 2000
BBA, Finance and International Business
East Handley Elementary
Hewlett-Packard February 2013 - Present
JPMorgan Chase May 2012 - February 2013
Fannie Mae August 2011 - May 2012
Fannie Mae March 2010 - August 2011
EDS 1994 - March 2010
EDS, an HP company January 2001 - December 2005
Skills
Data Warehousing, Business Process..., SD, Software Development, SAP, SAP BW, SDLC, PMO, SAP ERP, Project Management, Requirements Analysis, Software Project..., Resource Management, Process Improvement, Vendor Management, Data Migration, SAP BI, Business Analysis, SAP FI, Program Management, Requirements Gathering, Project Delivery, IT Management, ECC, Risk Management, Project Portfolio..., PMP, SharePoint
Education
University of North Texas 1995 — 1997
MBA, Finance
Baylor University - Hankamer School of Business 1988 — 1992
BBA, Accounting
BlackRock 2013 - Present
Bain Capital 2012 - 2012
JPMorgan Chase 2010 - 2010
U.S. Securities and Exchange Commission 2009 - 2009
Skills
Investment Banking, Financial Markets, Financial Advisory, Financial Modeling, Valuation, Economics
Education
London School of Economics and Political Science 2012 — 2012
Master of Science (MSc), Accounting and Finance
William & Mary 2007 — 2011
BA, Chinese and Finance
Beijing Language and Culture University
East China Normal University
Bank of America June 2013 - Present
Capco February 2012 - May 2013
JPMorgan Chase February 2012 - May 2013
Bank of America Merrill Lynch July 2010 - December 2011
Lenovo June 2009 - August 2009
Microsoft October 2007 - April 2008
IBM Global Services July 2007 - September 2007
Microsoft September 2006 - April 2007
Education
Duke University 2008 — 2010
Master of Science
Beijing University of Post and Telecommunications 2004 — 2008
Bachelor of Engineering
JPMorgan Chase July 2011 - Present
BBVA Group 2009 - 2011
ORIX USA 2007 - 2009
ORIX USA 2005 - 2007
Skills
Finance, Financial Modeling, Financial Analysis, Valuation, Investment Banking, Loans, Investments, Credit Analysis, Financial Structuring
Education
Baylor University - Hankamer School of Business 2001 — 2005
BBA, Finance, Economics, and Risk Management & Insurance
Stumpf Capital Management LLC December 2014 - Present
J.P. Morgan June 2014 - December 2014
Bank of America June 2013 - September 2013
JPMorgan Chase September 2012 - June 2013
JPMorgan Chase March 2009 - September 2012
Bank of the West July 2007 - March 2009
Greater Bay Bank July 2006 - June 2007
Frost Bank January 2004 - June 2006
Wells Fargo Financial June 2002 - December 2003
Skills
Small Business Lending, Banking, Commercial Lending, Loans, Commercial Banking, Portfolio Management, Wealth Management, Credit, Business Development, Financial Services, Strategic Financial..., Equities, Investments, Financial Modeling, Asset Management, Financial Analysis, Credit Analysis, Underwriting, Lines Of Credit, Mortgage Lending, Loan Origination, Finance, Asset Based Lending, Series 7
Education
Leadership San Francisco 2007 — 2008
Baylor University - Hankamer School of Business 1998 — 2002
BBA, Finance
HubSpot March 2015 - Present
Digitas September 2012 - March 2015
ICF SH&E March 2010 - July 2012
American Chamber of Commerce in Shanghai June 2009 - August 2009
University of Pennsylvania September 2005 - May 2009
JPMorgan Chase June 2008 - August 2008
The Wharton School May 2006 - December 2007
Skills
SAS, PowerPoint, Microsoft Excel, Access, SQL, HTML, Photoshop, Java, Stata, Analysis, Data Analysis, Statistics, Mandarin, C++, Eviews, Dreamweaver, Microsoft Word, Python, Data Management, Data Mining, Microsoft SQL Server, Oracle, SAS programming, Tableau, R, Hadoop, D3
Education
University of Pennsylvania 2005 — 2009
BA, cum laude, Economics, International Relations
Beijing Language and Culture University 2005 — 2005
Chinese
Deloitte Research AssistantPerella Department of Finance, Lehigh UniversitySeptember 2011 - Present
JPMorgan Chase February 2014 - February 2014
Lehigh Fund June 2012 - September 2012
IBM Global Business Services May 2010 - September 2010
National Council for Social Security Fund July 2009 - September 2009
Skills
CFA Level 2 Candidate, FRM Program Candidate, Microsoft Excel, Bloomberg, CQG, ThomsonOne, Matlab, Stata, AMPL, VBA, Analysis, Microsoft Word
Education
Lehigh University - College of Business and Economics 2011 — 2013
Master of Science (M.Sc.), Analytical Finance
Beijing Foreign Studies University 2007 — 2011
Bachelor of Science (B.S.), Finance; English Language and Literature
Citigroup October 2005 - Present
JPMorgan Chase May 1998 - October 2005
Education
Baylor University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Texas Christian University
Master of Business Administration (M.B.A.), MBA
Dell June 2013 - Present
JPMorgan Chase July 2012 - June 2013
First Manhattan Consulting Group August 2010 - July 2012
Skills
Business Strategy, Data Analysis, Segmentation, Access, Banking, Research, Foreign Languages, Microsoft Office, Direct Banking, Financial Accounting, Creative Problem Solving, Team Management, White Papers, Excel, Visual Basic, Retail Banking, Commercial and Small..., Inventory Management, Strategic Sourcing, CPSM
Education
Harvard University 2006 — 2010
A.B., History, Economics, Citations in Mandarin Chinese and Spanish
Beijing Language and Culture University 2008 — 2008
Harvard Beijing Academy, Intensive language immersion program in Mandarin Chinese
Santander Bank, N.A. August 2015 - Present
UBS Investment Bank April 2015 - July 2015
AIG March 2015 - April 2015
Citi June 2014 - December 2014
SMBC Capital Markets February 2014 - May 2014
BNP Paribas May 2013 - January 2014
Asset and Resource Management Company Ltd. (ARM Investment Managers) September 2012 - March 2013
State Street May 2010 - August 2012
Deutsche Bank December 2008 - October 2009
JPMorgan Chase July 2007 - December 2008
Skills
Fluent in Spanish, Speak Portuguese and..., Speak Chinese and..., Derivatives, Risk, Capital Markets, Commodities, Basel II, Credit Risk, Fixed Income, Operational Risk, Hedging, Risk Management, Equities, Financial Markets, Internal Audit, Operational Risk..., Asset Management, Trading, Banking, Credit, Compliance, Valuation, SOX, Financial Modeling, Financial Analysis, ALM, Enterprise Risk..., Portfolio Management, Bloomberg, Due Diligence, Financial Reporting, FX, Investment Banking, Structured Products, Risk Assessment, Options, Back Office, Credit Analysis, Insurance, Internal Controls, Audit, AML, Risk Mitigation, Wealth Management, Investments, Interest Rate..., Interest Rate Hedging, Interest Rate Swaps, Hedge Funds
Education
Terra Kulture 2012 — 2015
Yoruba, Beginners
NY City Educational Instructor 1999 — 2013
Bilingual Certification in Spanish, Primary Education, First Grade through High School
Beijing Foreign Studies University 2000 — 2008
Chinese (Mandarin), Mandarin, Japanese, Vietnamese
Fordham University School of Business 1986 — 1987
MBA Program, Finance
University of Navarre, Pamplona, Spain 1981 — 1982
Diploma-I.L.C.E., Hispanic Studies
College of the Holy Cross 1977 — 1981
BA, Economics
Ossining, NY OVAC- EMT
Emergency Medical Technician, First Responder, Basic First Aid- some advanced methods
Alcuin Montessori School October 2014 - July 2015
Paramount Healthcare August 2014 - October 2014
Buckner Retirement Services, Inc (Buckner International) May 2013 - April 2014
Cassidy Turley November 2011 - January 2012
JPMorgan Chase 2011 - 2011
Skills
Financial Analysis, Cash Management, Recruiting, Investment Properties, PeopleSoft, Due Diligence, Financial Reporting, Accounting, Budgets, Management, Microsoft Excel, Process Improvement, Financial Modeling, Management Consulting, Negotiation, Executive Management, QuickBooks, Customer Service, Shopping Centers, New Business Development, Private Equity, Risk Management, Training, Real Estate, Credit Analysis, Contract Negotiation, Portfolio Management, Loans, Business Analysis, Land Acquisition, Financial Services, Securitization, Leadership, Corporate Finance, Asset Management, Start-ups, Small Business, Banking, Strategic Financial..., Mergers & Acquisitions, Business Development, Credit, Forecasting, Change Management, Team Building, Investments, Analysis, Business Planning, Strategic Planning, Business Strategy
Education
Baylor University 1975 — 1979
BBA, Accounting
Baylor University - Hankamer School of Business 1975 — 1979
BBA, Accounting
Comerica Bank January 2014 - Present
Small World Capital Partners LLC May 2009 - January 2014
Business Catapult, Inc. April 2011 - November 2012
Solera National Bank September 2007 - April 2009
Bank of the West June 2005 - September 2007
JPMorgan Chase May 2004 - June 2005
Wells Fargo June 1999 - April 2004
Skills
Spanish, English, conversational French, Private Equity, Small Business, Financial Analysis, Strategic Planning, Banking, Business Planning, Management Consulting, New Business Development, Start-ups, Credit, Customer Relations, Venture Capital, Loans, Credit Analysis, International Business, Strategic Partnerships, Investments, Entrepreneurship, Portfolio Management, Strategy, Corporate Finance, Finance, Mergers & Acquisitions, Executive Management, Valuation, Emerging Markets, Corporate Development, Management, Financial Modeling, Business Development, Forecasting, Customer Service, French
Education
Baylor University - Hankamer School of Business 1991 — 1995
BBA, Finance and World Affairs
ASF - Mexico City 1977 — 1991
CircleCI July 2015 - Present
FiveStars November 2014 - July 2015
FiveStars March 2014 - October 2014
JPMorgan Chase May 2012 - February 2014
JPMorgan Chase August 2010 - May 2012
Skills
CRM, Salesforce.com, SMB Sales, Account Management, Customer Retention, Management, Client Relations Skills, Business Development, Analysis, Strategic Planning, Customer Service, Banking, Leadership, Sales, Social Media, Marketing, Enterprise Software, Continuous Integration, B2B
Education
University of California, San Diego 2006 — 2010
Bachelor of Arts (B.A.), Economics
Beijing Normal University 2008 — 2008
Summer Intensive Language Program
Accenture July 2015 - Present
University of South Carolina August 2014 - May 2015
RJ Reynolds May 2014 - August 2014
Jack Morton Worldwide January 2014 - May 2014
University of South Carolina July 2012 - December 2012
IMMANUEL ENTERPRISES LIMITED December 2010 - 2011
Monkeypod Kitchen by Merriman 2010 - 2011
Brookville Capital Partners March 2010 - July 2010
JPMorgan Chase October 2009 - February 2010
Edward Jones May 2008 - October 2009
Skills
Management, Marketing, Training, Marketing Strategy, Social Media, Series 7, Human Resources, Data Analysis, French, Mandarin, Operations Management, Employee Training, Merchandising, Social Media Marketing, Leadership, Analysis, Wealth Management, Brand Management, Hospitality Management, Consumer Products, Market Research, Consumer Insight, Integrated Marketing..., China Business..., Hiring Personnel, Face to Face Sales, Salesforce.com, Business Strategy, Global Business..., Strategy, Sales, Microsoft Office, Strategic Planning, Microsoft Excel, Project Management, Consulting, PowerPoint
Education
University of South Carolina-Columbia 2012 — 2015
IMBA, Business Analytics, Marketing, China
Beijing Language and Culture University 2013 — 2013
HSK Level 5 - Passed Dec 2013, Mandarin, HSK Level 5
SUNY Geneseo 2006 — 2009
Bachelor of Science (B.S.), Business Administration
Northeastern University 2005 — 2006
International Relations and Affairs, Linguistics
JPMorgan Chase
Skills
Credit, Loans, Banking, Credit Analysis, Commercial Lending, Financial Analysis, Financial Modeling, Strategic Financial..., Risk Management, Accounting, Financial Reporting, Cash Flow, Forecasting, Due Diligence, Internal Controls
Education
Baylor University - Hankamer School of Business
BBA/MBA, Eco/Finance
South Texas College of Law
Doctor of Law (J.D.)
JPMorgan Chase January 2015 - Present
Harte Hanks, Inc. February 2013 - December 2014
Nutrisystem July 2012 - October 2012
Nutrisystem December 2011 - June 2012
GMR Marketing November 2011 - December 2011
Dr. Michelle Copeland Skin Care May 2011 - October 2011
Keystone Mercy Health Plan June 2010 - March 2011
PlaySay Inc. January 2010 - November 2010
Jimmy John's May 2008 - September 2008
Vector Marketing July 2007 - September 2007
Skills
Social Media Marketing, Email Marketing, Social Media, Sales, Public Relations, Advertising, Microsoft Excel, PowerPoint, Microsoft Office, Direct Mail, Teamwork, Microsoft Word, Data Entry, Guerrilla Marketing, Dreamweaver, Responsys Interact, Radian6, Omniture, Constant Contact, Graphs, Pivot Tables, SQL Server Management..., Unica, Filezilla, Visual Studio, Netezza, Tableau, Marketing Strategy, Competitive Analysis, Entrepreneurship, Market Research
Education
Gwynedd Mercy University 2010 — 2012
Master of Science in Management, Business Management
Temple University - Fox School of Business and Management 2005 — 2010
Bachelor of Business Administration, Marketing and International Business
Beijing Language and Culture University 2009 — 2009
Mandarin
KCul Foundation Korean Academy
Korean
Baylor Scott & White Health October 2014 - Present
Faith Presbyterian Hospice April 2014 - September 2014
Baylor Health Care System March 2013 - April 2014
Starbucks February 2012 - August 2013
UT Southwestern Simmons Cancer Center June 2012 - November 2012
Irving Police Department, Victim Services August 2011 - December 2011
JPMorgan Chase July 2009 - July 2011
Skills
Social Services
Education
The University of Texas at Arlington 2011 — 2012
Master of Science Non-Thesis, Social Work
Baylor University 2005 — 2009
Bachelor of Arts, Sociology
JPMorgan Chase March 2013 - Present
JPMorgan Chase March 2012 - February 2013
JP Morgan Chase January 2008 - February 2012
Chase 2004 - 2008
Fannie Mae 1996 - 2004
Skills
Loan Origination, Mortgage Lending, Loans, Credit, Mortgage Banking, Banking, Residential Mortgages, Credit Analysis, FHA, Sales, USDA, Capital Markets, Commercial Lending, Consumer Lending, Credit Risk, Finance, Leadership, Management, Portfolio Management, Real Estate, Refinance, Risk Management, Underwriting
Education
Baylor University - Hankamer School of Business 1999 — 2001
Master of Business Administration (MBA)
University of Houston 1992 — 1996
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Independent Insurance Agent September 2012 - Present
JPMorgan Chase March 2005 - September 2012
Public Education August 1993 - May 2004
Skills
Banking, Credit, Loans, Credit Analysis, Portfolio Management, Financial Analysis, Loan Origination, Commercial Banking, Credit Risk, Commercial Lending, Small Business Lending, Consumer Lending, Risk Management, Equities, Retail Banking, Investment Banking, Insurance, Financial Services, Life Insurance, Term Life Insurance, Retirement Planning, Disability Insurance, Relationship Management, Long Term Care Insurance, Whole Life, Leadership, Retirement, Business Development
Education
Baylor University 1988 — 1992
Bachelor of Science (BS), Merchandising and Marketing
University of St. Thomas (TX) 1993 — 1994
Teachers Certificate, Secondary Education and Teaching
S & S Concrete Contractors, Inc. March 2003 - Present
JPMorgan Chase March 2000 - April 2003
Skills
Contract Negotiation, Customer Service, Residential Homes, Construction, Team Building, Property, Securitization, Construction Management, Reinforced Concrete, Retaining Walls, Project Management, Concrete Paving, Post Tension Foundations
Education
Baylor University 1995 — 1999
BBA, Finance, Real Estate, Engineering
Broman Oil & Gas LP March 2015 - Present
Ben E. Keith Foods June 2014 - March 2015
Reliant Hospital Partners, LLC August 2013 - June 2014
JPMorgan Chase May 2012 - August 2012
Custom PCs September 2008 - August 2012
Ryan June 2011 - August 2011
Skills
Credit, Due Diligence, Financial Analysis, Financial Statements, Corporate Finance, Investments, Valuation, Financial Modeling, Investment Banking, Auditing, Sales, Strategic Financial..., Private Equity, Fitness Consulting, Microsoft Excel
Education
Baylor University - Hankamer School of Business 2009 — 2013
BBA, Finance & Economics
JPMorgan Chase October 2011 - Present
Hewlett-Packard July 2007 - October 2011
Skills
Data Center, HP-UX, Unix, HP, ITIL, Servers, Red Hat Linux, Incident Management, VMware, Solaris, High Availability, Active Directory, IT Service Management, Operating Systems, Linux, Virtualization, Cluster
Education
Baylor University 2002 — 2006
B.S., Electrical and Computer Engineering
Pinot's Palette August 2013 - Present
Vista Ridge Star Steppers July 2013 - Present
JPMorgan Chase May 2012 - May 2013
SAFE January 2010 - June 2012
Junior Navy ROTC September 2011 - March 2012
Henry Middle School September 2008 - October 2011
National Adoption Day September 2010 - December 2010
Verizon Wireless June 2009 - July 2010
Verizon Wireless April 2002 - May 2009
Verizon Wireless August 2000 - April 2002
Skills
Internal Controls, Cost Reduction, Marketing Strategy, Visual Merchandising, Retail, Compliance, Policy, Customer Service, Customer Relations, Team Building, Strategic Planning, Team Leadership, Problem Solving, Coaching, Inventory Management, Key Account Management, Account Management, Process Improvement, Customer Satisfaction
Education
Baylor University School of Law 2010 — 2016
Juris Doctor, Law
University of Phoenix 2003 — 2005
Bachelor of Science, Business Administration
South Texas College 1998 — 1999
Associate of Science, Criminal Justice
JPMorgan Chase February 2011 - Present
Skills
Corporate Governance, Mortgage Banking, Real Estate Law, Litigation, Commercial Litigation, Bankruptcy, Due Diligence, Legal Compliance, Employment Law, Licensing, Mergers & Acquisitions, Dispute Resolution, Civil Litigation, AML, Joint Ventures, Property Law, Banking Law, Arbitration, Securities Regulation, Privacy Law, Legal Research, Securities, Mediation, Legal Writing, Corporate Law, Intellectual Property, Banking, Financial Services, Mortgage Lending, Credit, Risk Management
Education
Baylor University School of Law
Doctor of Law (J.D.), Law
JPMorgan Chase January 2000 - Present
Education
Baylor University 1982 — 1985
Bachelor of Business Administration (BBA), Finance and Economics
JPMorgan Chase January 2001 - Present
Skills
Portfolio Management, Product Management, Financial Services, Business Analysis, Banking, Credit Cards, Payments
Education
Baylor University 1982 — 1985
Bachelor of Business Administration (B.B.A.), Management / ISY