JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
JPMorgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
JPMorgan Chase Salaries. You can even request information on how much does JPMorgan Chase pay if you want to. Learn about salaries, pros and cons of working for JPMorgan Chase directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
56,697 JPMorgan Chase employees in database. Find out everything there's to know about JPMorgan Chase employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JPMorgan Chase Employees
Morgan Stanley September 2015 - Present
Bloomberg LP April 2014 - Present
JPMorgan Chase September 2013 - December 2013
Lexington Wealth Management December 2012 - August 2013
Skills
Financial Analysis, Wealth Management, Asset Allocation, Fixed Income, Bloomberg, Microsoft Excel, Data Analysis, Customer Service, Finance, Research
Education
Trinity University 2009 — 2013
Bachelor of Science (BS), Finance, General
Arlington High School
JPMorgan Chase April 2010 - Present
Citi February 2008 - April 2010
JPMorgan Chase December 2001 - February 2008
Skills
Client Service Oriented, Operations Management, Staff Development, Problem Solving
Education
Trinity College-Hartford 1997 — 2001
Bachelor of Arts (B.A.), History
Tabor Academy
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase March 2014 - September 2015
JPMorgan Chase July 2012 - February 2014
JPMorgan Chase April 2012 - July 2012
Fanatics, LLC November 2010 - May 2012
GSI Commerce January 2009 - November 2010
GSI Commerce June 2007 - November 2010
GSI Commerce June 2006 - June 2007
Burns Pontiac/GMC/Hyundai June 2002 - January 2006
Tours de Sport August 2005 - December 2005
Skills
Ambitious Self-Starter, Excellent Time..., Management Experience, Quick/Eager Learner, Good Teacher, Keen Attention to Detail, Strong Financial..., Experienced in Google..., Outgoing Personality, Proficient in Microsoft..., Exceptional..., Management, Microsoft Excel, Cross-functional Team..., Omniture, Team Leadership, Strategic Partnerships, Product Management, Analytics, Retail, Forecasting, Digital Media, Negotiation, Mobile Devices, Online Advertising, Leadership, Strategy, Digital Marketing, Google Analytics, Online Marketing, Teamwork, Marketing, E-commerce, Integrated Marketing
Education
Towson University 2002 — 2006
Bachelors, Double Major in Marketing & Ebusiness
Cherry Hill East 1998 — 2002
High School Diploma
Kentucky Farm Bureau December 2008 - Present
JPMorgan Chase March 2007 - November 2008
Idearc Media February 2006 - March 2007
Wells Fargo Financial January 2004 - January 2006
Skills
Insurance, Life Insurance, Property & Casualty..., home insurance, auto insurance, Health Insurance, Commercial Insurance, Management, Networking, Sales, Customer Service, Umbrella Insurance, Long-term Care, Term Life Insurance, Disability Insurance, Liability, Workers Compensation, Mortgage Lending, Fixed Annuities, Casualty, Homeowners, Loans
Education
University of Kentucky 2000 — 2003
Bachelor's degree, Finance
Transylvania University 2000 — 2001
Computershare SLS: US Based Servicing Operations September 2014 - Present
Mortgage Banking July 2013 - September 2014
Closing, Funding, Compliance, QC, Auditing May 2013 - July 2013
Foreclosure Timeline Analysis, Team Lead January 2013 - May 2013
Promontory Financial Group August 2012 - January 2013
JPMorgan Chase November 2011 - July 2012
Skills
Mortgage Lending, Loans, Finance, Foreclosures, Mortgage Banking, Loss Mitigation, Sales, Due Diligence, Business Development, Forensic Accounting, Credit, FHA, Residential Mortgages, Vendor Management
Education
University of Maryland College Park
Project Cost Accounting & Finance ENCE 661, Project Management
University of Maryland College Park
BSEE, Electrical Engineering
Towson University
BS, Mathematics / Physics
Keller Williams Realty, Inc. April 2014 - Present
Prudential New Jersey Properties April 2013 - April 2014
Ally Financial Inc. April 2011 - June 2012
Lehman Brothers April 2007 - April 2011
JPMorgan Chase 2002 - 2007
JPMorgan Chase 1992 - 2002
JPMorgan Chase 1990 - 1992
JPMorgan Chase 1985 - 1990
Epirotiki Cruise Lines 1981 - 1984
Oddfellows Playhouse Community Theatre 1979 - 1981
Skills
Business Analysis, Strategic Planning, Project Management, Change Management, Mortgage Lending, Financial Analysis, Risk Management, Financial Modeling, Banking, Portfolio Management, Mortgage Banking, Credit Risk, Loans
Education
NYU Stern School of Business 1982 — 1985
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford 1972 — 1976
Bachelor of Arts (B.A.), English Language and Literature, General
SkyTouch Technology May 2015 - Present
JPMorgan Chase February 2014 - August 2014
JPMorgan Chase May 2013 - February 2014
AXA Advisors December 2012 - April 2013
Body Armor May 2012 - August 2012
Apple May 2011 - July 2011
Kaif Digital May 2010 - August 2010
Skills
Management, Customer Service, Microsoft Office, Analysis, Marketing, Leadership, Financial Analysis, Microsoft Word, Data Analysis, Teamwork, Risk Management, Finance, Team Leadership, Public Speaking, Sales, Consulting, Accounting, Financial Services, Product Marketing, Social Media, Research, Time Management, Credit Card Fraud, Fraud Investigations, Credit Analysis, Credit Risk, Rally, CA Clarity, Program Management, Project Management, JIRA, Confluence, Portfolio Management
Education
Thunderbird School of Global Management 2014 — 2015
Master of Business Administration (MBA), Global Business
University of Arizona 2008 — 2012
Bachelor of Arts (B.A.), Economics
JPMorgan Chase & Co. February 2014 - Present
JPMorgan Chase February 2012 - February 2014
Barton Associates, Inc June 2011 - February 2012
Shands Hospital January 2007 - April 2010
CVS Pharmacy March 2006 - May 2006
Michael's Arts August 2004 - May 2006
Skills
Data Analysis, Customer Service, Analysis, Accounting
Education
University of Florida 2010 — 2011
Master of Arts, International Business
University of Florida 2006 — 2011
Bachelor of Arts, Business Administration
Jensen Beach High
Toulouse Business School
Bachelor of Arts, Business Administration
JPMorgan Chase September 2011 - Present
ESF Dream Camp Foundation February 2010 - August 2011
Time Warner Inc. June 2010 - August 2010
Trinity College Alumni Relations May 2009 - June 2010
Arima Boys RC School January 2009 - May 2009
Trinity College Office of Campus Life September 2008 - January 2009
Trinfo Café Neighborhood Technology Center September 2007 - August 2008
YWCA of NYC July 2006 - August 2006
Skills
Microsoft Office, PowerPoint, Research, Microsoft Excel, Public Speaking, Microsoft Word, Fundraising, Outlook, Teaching, Customer Service, Editing, Non-profits, Event Management, Tutoring, Nonprofits, Leadership Development, Program Management, Leadership
Education
Trinity College-Hartford 2007 — 2011
BA, Education, Sociology
University of the West Indies at St. Augustine 2009 — 2010
Secondary Education and Teaching
Nightingale-Bamford School 2003 — 2007
Diploma, High School/Secondary Diploma Programs
Prep for Prep 2000 — 2001
BeRibbon, LLC 2004 - Present
Morgan Stanley 1988 - 2002
JPMorgan Chase 1984 - 1988
Skills
Social Media, Team Building, New Business Development, Customer Service, Marketing Communications, Advertising, Management, Event Planning, Public Relations, Entrepreneurship, Strategy, Sales, Business Strategy, Microsoft Office, Marketing, Leadership, CRM
Education
Trinity University-Washington 1980 — 1984
Bachelor of Science (BS), English Language and Literature, General
National Futures Association November 2013 - Present
BMO Harris Bank January 2013 - November 2013
JPMorgan Chase September 2011 - January 2013
KeyBank March 2010 - September 2011
KeyBank March 2008 - March 2010
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Banking, Investments, Microsoft Word, Business Analysis, Accounting, Process Improvement, AML, Bank Secrecy Act, Alternative Investments, KYC, Due Diligence, USA PATRIOT Act, Financial Reporting, Anti Money Laundering, Operational Risk..., Fraud Detection, Auditing, Options, Series 7, Dodd-Frank, Financial Regulation, Suspicious Activity..., Finance, Operational Risk, Derivatives, OFAC, Mutual Funds, Securities
Education
Tiffin University 2001 — 2005
Bachelor's degree, Forensic Psychology
Fairview High School 1999 — 2001
Olmsted Falls High School 1997 — 1999
Wells Fargo Home Mortgage March 2014 - Present
JPMorgan Chase February 2012 - March 2014
MetLife Home Loans August 1999 - January 2012
Skills
Purchase, First Time Home Buyers, Refinance, FHA, VA, Conventional, Jumbo, Mortgage, Mortgage Lending, Mortgage Banking, Investment Properties, 2nd home, Certified Mortgage..., FHA financing, Government Loans, Loan Origination, Loans, Real Estate Transactions, Residential Mortgages, USDA, VA loans, Relocation, VA Loans
Education
Towson University 1992 — 1996
BS, Business
Westminster High School 1988 — 1992
Cleary University June 2011 - April 2013
JPMorgan Chase January 2009 - June 2011
H&R Block Financial Advisors March 2008 - January 2009
Skills
Customer Service, Word, Problem Solving, Microsoft Word, Public Speaking, Financial Analysis, Coaching, Microsoft Excel, Strategic Planning, Leadership, Team Building, Process Improvement, Microsoft Office
Education
Cleary University 2011 — 2013
MBA, Financial Planning
Trevecca Nazarene University 1995 — 2000
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Skyline Tours LLC September 2013 - 2014
Family Dollar December 2012 - August 2013
New York Methodist Hospital May 2011 - June 2012
Centerlight Health System December 2011 - April 2012
Citi January 2008 - March 2009
JPMorgan Chase April 2007 - January 2008
Commerce Bank September 2006 - April 2007
Target September 2005 - November 2006
IRA Rosenburgh M.D. June 2003 - January 2005
Skills
HRIS, Employee Benefits, Healthcare, Employee Relations, Human Resources, Customer Service, Talent Acquisition, Recruiting, Strategic Planning, Microsoft Office, Organizational..., HR Consulting, Performance Management, Microsoft Excel, Microsoft Word, Teamwork, Workforce Planning, Staff Retention, Onboarding, HR Policies, Management, Team Building, Team Leadership, Training, Communication Skills, Banking, Telephone Skills, Filing, Outlook, Access, Administrative..., Type 50 wpm, Business Management, Executive..., Volunteering, Cash Management, Wordperfect, Creative Writing, Appointment Scheduling, PowerPoint, Sales, Interviews, PeopleSoft, Applicant Tracking..., Organizational..., Deferred Compensation, Resume Writing, Analysis, Talent Management, Temporary Placement
Education
Touro College Graduate School of Business 2012 — 2014
Master of Science (MS), Human Resources Management
Touro College 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase May 2013 - Present
JPMorgan Chase January 2012 - May 2013
Bill Bateman's Bistro September 2009 - October 2012
Skills
Customer Satisfaction, Customer Service
Education
Towson University 2007 — 2010
Bachelor's Degree, Sociology/Business Communication
IOR Global Services 2003 - 2012
Making It Better January 2007 - May 2011
JPMorgan Chase January 1996 - March 1998
Chevron January 1981 - December 1981
Geosource 1977 - March 1980
Seiscom Delta July 1974 - July 1975
Skills
Microsoft Office, Microsoft Word, English, Customer Service, Teaching, Data Analysis, Social Media, Non-profits, Microsoft Excel
Education
Trinity University
Bachelor of Arts (B.A.), Economics
University of Houston
graduate Geophysics, Geology
JPMorgan Chase July 2012 - Present
Matthiesen 2006 - 2007
Versacold January 2006 - August 2006
Skills
Customer Service, Data Entry, Microsoft Excel, Microsoft Word, Microsoft Office, Inventory Management, Invoicing, Teamwork, PowerPoint, Microsoft Office 2007, Accounts Receivable, Retail, Windows, People Skills, Team Building, Sales, Windows 7, Leadership, Banking, Management, Customer Experience, Outlook, Finance, Budgets, Negotiation, Sales Management, Loans, Credit, Retail Banking, Time Management, Public Speaking, Strategic Planning
Education
Palo Alto College 2012 — 2014
Associate's Degree, Liberal Arts and Sciences/Liberal Studies, 4.0 GPA
Trinity University 2000 — 2001
English Language and Literature/Letters
JPMorgan Chase 1979 - 2008
Skills
Financial Analysis, Banking, Credit, Capital Markets, Hedge Funds, Credit Analysis, Investments, Deep Tissue Massage, Financial Services, Auditing, Asset Management
Education
Thunderbird School of Global Management 1978 — 1979
mim, accounting and finance
University of California, Los Angeles 1977 — 1978
bilingual teaching
University of California, Davis 1973 — 1977
ba, spanish
Avaya March 2014 - Present
Century Mortgage December 2013 - March 2014
JPMorgan Chase July 2011 - November 2013
FedEx Office June 2010 - February 2011
Best Buy June 2009 - December 2009
Skills
Customer Service, Sales, File Management, Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Expense Management, Microsoft Office, Time Management, New Hire Training, Financial Analysis, Accounts Receivable, Inventory Control, Finance, Customer Retention, Critical Thinking, Recruiting, Data Entry, Management, Deposits, Cash, Financial Statements, PeopleSoft, Bank Reconciliation, Teamwork, General Ledger, Credit, Cash Management, Banking, Account Reconciliation, Outlook, QuickBooks, Invoicing, Accounts Payable, Team Leadership, Customer Satisfaction, Leadership
Education
Transylvania University 2008 — 2012
Bachelors, Accounting
East Jessamine High School 2004 — 2008
High School Diploma
JPMorgan Chase August 2000 - Present
Education
Touro College Jacob D. Fuchsberg Law Center 1995 — 1998
Caliber Home Loans May 2014 - Present
JPMorgan Chase December 2007 - May 2014
Skills
Banking, Finance, Loans, Credit, Mortgage Lending, Financial Services, Credit Analysis, Loan Origination, Refinance, Customer Service, Residential Mortgages
Education
Trine University-Fort Wayne Regional Campus
Bachelor's Degree, Human Resource Management
JPMorgan Chase May 2013 - Present
JPMorgan Chase February 2006 - April 2013
JPMorgan Chase November 2004 - January 2006
Independent Consultant March 2002 - October 2004
PricewaterhouseCoopers December 1998 - March 2002
Johns Hopkins Bloomberg School of Public Health August 1997 - December 1998
Skills
Litigation Support, Document Review, Litigation, Computer Forensics, Private Investigations, Analysis, Team Leadership, Risk Management, Project Management, Vendor Management, Due Diligence, Management, Business Development, Strategy, Process Improvement, Consulting, Business Analysis, Data Analysis, Mergers & Acquisitions
Education
University of Vermont 1995 — 1997
MS, Biostatistics
University of Houston 1988 — 1992
BS, Mathematics
Trinity University 1987 — 1988
n/a, General Studies
Clear Creek High School 1983 — 1987
All Neurological Services June 2014 - Present
Lutheran Medical Center July 2013 - April 2014
JPMorgan Chase 2013 - 2013
NY hospital 2013 - 2013
Touro College 2010 - 2013
Medical office-Brooklyn 2009 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java, HTML, English, C, Matlab, Windows, Event Planning, AutoCAD, Team Leadership, Healthcare, ACLS, BLS, CPR Certified, Clinical Research, EMR, Medical Education
Education
Touro College 2010 — 2013
BS/MS, Physician Assistant
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase September 2012 - December 2014
JPMorgan Chase September 2011 - September 2012
JPMorgan Chase September 2008 - September 2011
Washington Mutual October 2004 - September 2008
Genworth Financial May 2003 - October 2004
COSCO Property Group June 1995 - October 1999
Skills
Risk Management, Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Banking, Business Development, Portfolio Management, Strategic Planning
Education
The College of William and Mary - The Mason School of Business 2001 — 2003
Master of Business Administration (MBA), Finance, General
Tongji University 1990 — 1995
B.E., School of Economics and Management. Major in Construction Mgmt Engineering
JP Morgan Chase 2010 - Present
JPMorgan Chase 2005 - July 2010
JPMorganChase October 1999 - June 2005
JPMorganChase 1984 - 1999
Tiri Real Estate - Puerto Rico June 1983 - December 1983
Bellas Artes - Washington DC August 1982 - April 1983
National Council of La Raza - Washington May 1979 - August 1982
Skills
Treasury, Payments, Treasury Services, Treasury Management, Portfolio Management, Banking, Cash Management, Electronic Payments, Financial Transactions, Product Management, Credit Analysis, Business Strategy, Credit, Liquidity Management, Finance, FX Options, Commercial Banking, Credit Cards, Credit Risk, Financial Services, Relationship Management
Education
Trinity University-Washington 1975 — 1979
BS, Economics
PriceWaterhouseCoopers July 2004 - Present
JPMorgan Chase June 2001 - July 2004
Verizon August 2000 - June 2001
Cybertek October 1998 - August 2000
FirstPlus Financial May 1998 - October 1998
GE Capital August 1991 - April 1998
Skills
Project Management, Six Sigma, Training, Business Process..., Process Improvement, Technology Solutions, Business Analysis, Vendor Management, PMO, Risk Management, SDLC, IT Strategy, Cross-functional Team..., Accounting, Program Management, Data Analysis, Testing, Software Documentation, Analysis, Business Process, Auditing, Leadership, Business Transformation, Change Management, Requirements Analysis, Integration, Management, PMP, Databases, Management Consulting, Information Technology, Strategy, Project Portfolio..., Security, Financial Risk
Education
Wilmington College 1994 — 1997
BBA
Trinity University 1989 — 1990
Burnet HS 1985 — 1989
BP January 2013 - Present
Calpine October 2009 - September 2012
Paloma Business Solutions April 2009 - October 2009
BP August 2007 - March 2009
JPMorgan Chase March 2003 - August 2007
El Paso Corporation October 2001 - March 2003
Trilogy Software, Inc. May 1999 - October 2001
PG&E Energy Trading February 1998 - May 1999
HiEd, Inc. April 1997 - February 1998
U. S. Army Infantry June 1992 - August 1995
Skills
IT Management, Budgeting, IT Strategy, Enterprise Architecture, Vendor Management, Business Process..., Business Analysis, Application Development, Process Engineering, Data Warehousing, Program Management, Software Project..., Business Intelligence, Business Process, SOA, Change Management, Risk Management, Integration, Process Improvement, Process Development, Software Development, Budgets, Strategic Planning, Agile Methodologies, SDLC, Project Management, Product Management, Leadership, Management, Commodity Markets, Requirements Analysis, PMP, Project Portfolio..., Information Technology, Requirements Gathering, PMO, Visio, Business Process..., Solution Architecture
Education
University of Houston 1995 — 1997
M.A.
Trinity University 1987 — 1992
B.A.
Trinity University 1987 — 1992
B.A.
Nimitz HS
JPMorgan Chase November 2014 - Present
Liebert Services - Emerson Network Power December 2010 - June 2014
A. Shields Consulting LLC December 2008 - December 2010
Compuware Corporation February 2006 - October 2008
Spherion 2003 - 2006
ADC 1999 - 2001
Kforce Technology Staffing 1998 - 2000
Skills
Technical Recruiting, Applicant Tracking..., Talent Acquisition, Sourcing, Benefits Negotiation, Recruiting, Executive Search, Onboarding, College Recruiting, Vendor Management, Talent Management, Employee Relations, Account Management, Internet Recruiting, Human Resources, Screening Resumes, CRM, Management, Business Development, SDLC, Resume Writing, Interviews, Temporary Placement, Performance Management, Deferred Compensation, Networking, Screening, Taleo
Education
Towson University
Bachelors of Science, Business Administration
American International Group, Inc. March 2012 - Present
Chartis International August 2010 - March 2012
JPMorgan Chase September 1991 - August 2010
Guinness/United Distillers PLC (UK) August 1989 - August 1991
Dean Witter Reynolds April 1988 - August 1989
Ogden Corporation January 1988 - April 1988
Education
Trinity College Dublin 1984 — 1989
BBS & MA, Business
JPMorgan Chase January 2012 - Present
Goldman Sachs July 2004 - December 2011
Goldman Sachs & Co April 2000 - June 2004
Citigroup Investment Services June 1998 - March 2000
Waterhouse Investments June 1996 - May 1998
TD Ameritrade 1996 - 1998
Hungry Harbor Bakery September 1994 - April 1996
Skills
Hedge Funds, Prime Brokerage, Electronic Trading, Equities, Trading Systems, Commodity Markets, Derivatives, Fixed Income, Market Data, Trading, Middle Office, Settlement, Options, Credit Derivatives, Banking, Capital Markets, Financial Risk, Financial Markets, Equity Derivatives, Investment Banking, Securities, Bloomberg, FX Options, Back Office, Equity Trading, Swaps, Securities Lending
Education
Touro College 1992 — 1996
BS, Finance
YFR
Wells Fargo August 2014 - Present
JPMorgan Chase 2012 - September 2014
Skills
Banking, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Residential Mortgages, Refinance, Loans, FHA
Education
Towson University
Business Administration with an Economics Track
self-employed January 2014 - Present
Me On A Tee 2010 - April 2014
Bayard Advertising April 2008 - February 2009
JPMorgan Chase February 2007 - March 2008
Job Expo International 1999 - 2006
Museum of Jewish Heritage - A Living Memorial to the Holocaust July 1997 - April 1999
The Brandeis University Libraries February 1996 - June 1997
Skills
Event Marketing, Social Networking, Social Media Marketing, Social Media, Direct Marketing, Employment Branding, career web site..., recruitment marketing, Employer Branding, Project Management, Key Account Mangement, Event Planning, SEO, Blogging, Online Advertising, E-commerce, Online Marketing, Digital Marketing, Marketing Strategy, Marketing, Marketing Communications, Business Development, CRM, Creative Direction, Sales, Management, Recruiting, Training, Strategic Planning, Recruitment Marketing, Program Management, Media Planning, Integrated Marketing
Education
Trinity College-Hartford 1991 — 1995
BA, American Studies
JPMorgan Chase January 2014 - Present
JPMorgan Chase March 2012 - January 2014
Conductor, Inc. May 2011 - March 2012
Hotjobs, Yahoo! Inc. August 2008 - May 2011
Hotjobs, Yahoo! Inc. March 2007 - July 2008
Nordstrom May 2003 - February 2007
Skills
SaaS, PPC, SEM, Online Marketing, New Business Development, Account Management, Online Advertising, SEO, Salesforce.com, Management, Strategy, Advertising, Sales, B2B, Enterprise Software, Lead Generation, Strategic Partnerships, Recruiting
Education
Towson University
B.S., Marketing
Northern Trust Corporation April 2015 - Present
PNC August 2014 - April 2015
Travelers September 2013 - May 2014
Travelers June 2013 - August 2013
Flying Food Group June 2012 - August 2012
Multicultural Affairs Office Trinity College August 2011 - May 2012
HighSight 2010 - 2010
JPMorgan Chase June 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Python, Java, Matlab, Economics, International Finance, Corporate Finance, Data Entry, Leadership, Time Management, SharePoint
Education
Trinity College-Hartford 2010 — 2014
Bachelor of Science (B.S.), Economics, Senior
JPMorgan Chase January 2012 - Present
H&R Block February 2010 - January 2012
Education
Touro College 2010 — 2013
Bachelor of Science (BS), Accounting
Wells Fargo Bank, N.A. January 1970 - March 2012
Wells Fargo Bank 1970 - March 2012
Bank of America 1994 - 1997
JPMorgan Chase 1968 - 1969
Skills
Commercial Banking, Loans, Banking, Trade Finance, Commercial Lending, Credit Analysis, Financial Analysis, Mortgage Lending, Portfolio Management, Auditing, Small Business Lending, Credit, Insurance, Credit Risk, Cash Management, Financial Risk
Education
Pacific Coast Banking School @ UofW - Seattle, WA 1977 — 1980
Thunderbird School of Global Management 1967 — 1968
University of Oregon - Charles H. Lundquist College of Business 1962 — 1966
JPMorgan Chase September 2011 - Present
Litigation Management August 2011 - September 2011
The Law Offices of Seth Eisenberger September 2010 - December 2010
Lustigman Firm January 2010 - April 2010
Queens County Bar Association December 2009 - January 2010
Rockland County District Attorney June 2009 - August 2009
Susan B. Henner, Attorney at Law June 2008 - August 2008
Rockland County Legislature January 2006 - August 2007
The Law Offices of Smith & Stein January 2007 - March 2007
2004 and 2005 January 2006 - February 2007
Skills
Legal Research, Legal Assistance, Litigation, Corporate Law, Immigration Law, Real Estate, Real Estate Transactions, Legal Writing, Criminal Law, PowerPoint, Intellectual Property, Contract Negotiation
Education
Touro College Jacob D. Fuchsberg Law Center 2007 — 2010
J.D., Law
Touro College Jacob D. Fuchsberg Law Center 2007 — 2010
Juris Doctorate, Jewish Law
Yeshiva University 2003 — 2006
B.A., History
Yeshiva University, Yeshiva College 2003 — 2006
Bachelor of Arts, History
JPMorgan Chase Credit ManagerMBNA America1994 - 2007
MBNA 1994 - 2007
Education
Towson University 1990 — 1994
Cleveland Clinic Lerner College of Medicine December 2014 - Present
Cleveland Clinic January 2013 - December 2014
Eclectic Closet Boutique September 2013 - October 2014
JPMorgan Chase August 2011 - August 2012
Teleperformance June 2009 - July 2011
Wright State University's Bolinga Black Cultural Resources Center September 2004 - November 2010
Skills
Event Planning, Social Networking, Social Media, Team Building, Customer Service, Event Management, Research, Fundraising, Microsoft Office, Social Media Marketing, Strategic Planning, Time Management, Team Leadership, Marketing Communications, Microsoft Excel, Non-profits, Teamwork, PowerPoint, Problem Solving, Outlook, Promotions, Media Relations, Creative Writing, Customer Relations, Budget Management, Writing, Mentoring, Budgeting, Word, Planning, Interviewing, Small Business, Community Relations, Front Office Support, Written & Oral..., Written Correspondence, Business Ethics, Philanthropy, Office Management, HIPPA, EPIC, Admissions, Student Affairs, FERPA, Nonprofits
Education
Tiffin University 2015 — 2017
Master of Business Administration (M.B.A.), Human Resources Management and Services and Marketing/Marketing Management, General
Wright State University 2004 — 2010
Bachelor of Science (B.S.), Organizational Development
Villa Angela- St. Joseph High 2000 — 2004
High School, College Preparatory
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase January 2012 - May 2015
Mercer January 2010 - January 2012
Aetna June 2007 - December 2009
Skills
Employee Benefits, Insurance, Financial Analysis, Health, Dental, Underwriting, Benefits Administration, Health Insurance, Strategy, Analysis
Education
Trinity College-Hartford 2003 — 2007
BS, Economics
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase August 2014 - Present
JPMorgan Chase January 2013 - Present
J.P. Morgan Securities LLC (JPMS) April 2013 - Present
Chase Insurance Agency, Inc. (CIA) April 2013 - Present
JPMorgan Chase September 2010 - December 2012
MAIB-Leasing S.A. January 2008 - October 2009
Deloitte Moldova September 2007 - January 2008
KPMG Moldova September 2005 - September 2007
MEGADAT.COM June 2001 - August 2005
Skills
IFRS, Accounting, Financial Reporting, Auditing, Financial Audits, Retail Banking, Branch Banking, Internal Audit, Banking, Business Planning, Corporate Finance, Credit, Finance, Management, Loans, Financial Analysis
Education
Touro College 2010 — 2012
Associate of Science (A.S.), Accounting
Academia de Studii Economice din Moldova 2001 — 2005
Diploma, Economics
Hobsons November 2014 - Present
Hobsons February 2013 - November 2014
Traveling Coaches August 2012 - July 2013
University of Phoenix January 2010 - September 2012
University of Phoenix February 2009 - January 2010
FSA Group April 2008 - January 2009
Job Corps 2007 - 2007
JPMorgan Chase 2006 - 2007
Skills
Social Media, Training & Development, Distance Learning, Social Media Marketing, Event Management, Learning, Coaching, Facebook, Google Analytics, Employee Training, Leadership, Customer Service, Higher Education, Leadership Development, Recruiting, Program Management, Training, Public Speaking, Management, Interviews, Nonprofits, Teaching, Policy, Time Management, Adult Education, Team Building, Research, Career Counseling, Event Planning, Organizational..., Change Management, Instructional Design, Resume Writing, Staff Development, Admissions, Workshop Facilitation, Curriculum Design, Student Affairs, Community Outreach, E-Learning, Microsoft Office
Education
University of Phoenix 2009 — 2011
MBA
Transylvania University 2002 — 2006
B.A.
duPont Manual High School 1998 — 2002
JPMorgan Chase August 2012 - June 2015
JPMorgan Chase May 2007 - August 2012
JPMorgan Chase March 2004 - May 2007
JPMorgan Chase February 2000 - March 2004
JPMorgan Chase April 1994 - February 2000
Skills
SharePoint, Project Management, Business Analysis, Advanced skills in MS..., MS Access, Cognos, Six Sigma Green Belt..., ITIL Foundations...
Education
Tiffin University
Bachelor of Business Administration, Business Management/Data Processing
University of Colorado, Denver (through Systemation)
Practitioner Certificate in Project Management
Nationwide Financial July 2011 - Present
Comerica Bank August 2008 - July 2011
JPMorgan Chase October 2006 - August 2008
Natiowide-Titan Auto Insurance July 2002 - May 2005
Skills
Retirement, Business Analysis, Customer Service, Business Strategy, Leadership, Budgets, Business Planning, Strategic Planning, Retirement Planning, Sales, Spanish, Team Leadership, Cross-functional Team..., Series 63, Mutual Funds, Financial Analysis, Series 6, Market Research, Management, Strategic Financial...
Education
Thunderbird School of Global Management 2011 — 2013
Master's degree, Global Business Administration
Universidad Centroamericana, Managua 1996 — 2000
Bs Economics
JPMorgan Chase January 2014 - Present
J.P. Morgan November 2008 - January 2014
SIMM Associates, Inc. January 2006 - November 2008
Skills
Project Portfolio..., Project Planning, Microsoft Office, Project Governance, Program Management, Business Process..., System Migration, Process Migration, People Development, Event Management, Internal Communications, Development & delivery..., Public Speaking
Education
Towson University
Bachelor of Science, Family Studies and Community Development
Redwood Logistics (formerly TSE) November 2012 - Present
Target Logistics, Independently Contracted May 2012 - August 2012
JPMorgan Chase June 2008 - January 2010
Southwestern Company May 2005 - September 2005
Skills
Marketing Strategy, Business Strategy, Market Research, Analysis, Marketing, Strategy, Program Management, Business Intelligence, Analytics, CRM, Management, Cross-functional Team..., Logistics Management, Transportation, Transportation..., 3PL, Supply Chain Management, Technology Solutions..., ERP, Project Management, Software Project..., SaaS, Change Management, Business Process, Operations Management
Education
University of Colorado Denver 2010 — 2012
MBA, Marketing
Trinity International University 2004 — 2008
B.S., Business Accounting & Marketing
DFAS May 2015 - Present
Financial Center September 2014 - Present
Gobierno de Aragón - Government of Aragon October 2012 - Present
JPMorgan Chase January 2012 - October 2012
Deli and ice August 2008 - September 2010
Skills
Teamwork, Determination, Leadership, Motivation, Accounting, Finance, Microsoft Office, Ice Hockey, Social Networking, Management, Accounts Payable, Accounts Receivable, Loans, Spanish
Education
ESC Toulouse 2010 — 2011
International Business
University of Cincinnati College of Business 2007 — 2011
Accounting, Accounting, Spanish, International business
Utah Educational Savings Plan July 2014 - Present
Merrick Bank June 2001 - July 2014
Tenfold Corporation June 2000 - June 2001
JPMorgan Chase 1997 - 2000
Skills
Treasury Management, Payment Processing, Cash Management, Payments, Interest Rate Risk..., Banking, Liquidity, Liquidity Management, ALM, ACH, Cash, Treasury Services, Banking Relationships, Cash Flow Forecasting, Payment Card Processing, Financial Analysis, Funding, Accounting, Payment Systems, Forecasting, Investor Relations, Trading, Certified Treasury..., Credit Cards, Electronic Payments, Credit Analysis, Risk Management, Investments, Finance, Enterprise Risk..., Consumer Lending, Portfolio Management, Financial Risk, Credit, Credit Risk, Corporate Finance, Derivatives, Loans, Treasury, Account Reconciliation, Operational Risk, Financial Institutions, Deposits, Merchant Services, Internet Banking, Financial Regulation, Bloomberg, Commercial Lending, Commercial Banking, Financial Services
Education
Thunderbird School of Global Management 1994 — 1995
MBA, International Management
University of Utah - David Eccles School of Business 1989 — 1994
BA, Finance
Global Data Consultants, LLC June 2012 - Present
JPMorgan Chase 1999 - 2011
KPL 1997 - 1999
Computer Solutions, Inc. 1995 - 1999
Skills
Windows Server, Windows 7, Enterprise Architecture, Virtualization, VMware, Microsoft SQL Server, Visio, SharePoint, Active Directory, Cisco Technologies, Sonicwall, SQL, Integration, Avaya Site..., Avaya, NICE Call Recording, Network Architecture, Wireless Networking, Avaya ASA, Avaya Technologies, Network Administration, Leadership, SonicWALL, Networking, System Administration
Education
Towson University 1984 — 1988
Bachelors, Business/ Finance & Economics
CIT May 2014 - Present
Bank of America July 2011 - February 2014
JPMorgan Chase May 2009 - July 2011
Washington Mutual May 2005 - May 2009
Custom Staffing Solutions May 2005 - July 2005
ManpowerGroup January 2005 - February 2005
ProTemps August 2002 - January 2003
Naval Air Operations Command May 1999 - August 1999
United States Air Force December 1994 - April 1998
Skills
Employee Training, UAT testing, Supervisory Experience, Public Speaking, Training, Leadership, Interviews, Loans, Mortgage Lending, Personnel Management, FHA, User Acceptance Testing, USDA, Analysis, Software Documentation
Education
Tidewater Community College 2002 — 2004
Associates of Science, Biology/Biological Sciences, General
Omni Visions, Inc. October 2013 - Present
Fayette County Public Schools (KY) July 2011 - October 2013
JPMorgan Chase June 2010 - April 2011
Step By Step, Inc September 2010 - December 2010
Remar International January 2010 - May 2010
Transylvania University September 2009 - December 2009
Lexington Fayette Urban County Government June 2008 - July 2008
Southern Acres Christian Church June 2004 - May 2008
Skills
Community Outreach, Nonprofits, Critical Thinking, Staff Development, Community Development, Time Management, Fundraising, Teaching, Customer Service, Research, Tutoring, Bilingual-English/Spanis..., Planning & Organizing..., Interpersonal Leadership, Cross-cultural..., Written & Verbal..., Problem Solving, Youth Programs, ESL, Child Development, Program Coordination, Analytical Skills, Clerical Duties
Education
Transylvania University 2007 — 2011
Bachelor's
Universidad San Francisco de Quito 2010 — 2010
JPMorgan Chase July 2013 - Present
TD Bank October 2009 - July 2013
M&T Bank May 2003 - October 2009
M&T Bank formerly Allfirst Bank June 1995 - May 2003
NationsBank formerly Maryland National Bank 1989 - 1995
Skills
Commercial Banking, Commercial Lending, Commercial Mortgages, Cross Selling, Cash Flow Lending, Relationship Management, Business Development, Finance, Banking Relationships, Deposits, Financial Services, Insurance, Internet Banking, Leadership, Loans, Merchant Services, New Business Development, Refinance, Sales, Small Business Lending
Education
Towson University
BS, Business, Finance
JPMorgan Chase 2009 - Present
Washington Mutual 2008 - 2009
Bank of America 2000 - 2007
Citibank 1993 - 2000
Skills
Commercial Banking, Portfolio Management, Coaching, Series 6, Small Business Lending, Loans, Commercial Lending, Credit, Banking, Mortgage, Underwriting, Mortgage Lending, Small Business, Business Development, Leadership, Consumer Lending, Finance, Lines Of Credit, Loan Origination, Management, Credit Analysis, Financial Services, Mortgage Banking
Education
Maryknoll College
Associate of Arts Degree, Advertising/International Business
Toronto School of Business
Certificate, Business Administration
JPMorgan Chase June 2012 - Present
JPMorgan Chase & Co. 2012 - 2014
America's Growth Capital August 2011 - June 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Social Media, PowerPoint
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Arts, Economics
Fifth Third Securities December 2013 - Present
Kentucky Blue Blood Financial Group/OneAmerica Securities, Inc July 2013 - December 2013
JPMorgan Chase May 2010 - July 2013
Lexington Tennis Club March 2008 - May 2010
Skills
Series 6, Series 63, Banking, IRAs, Consumer Lending, Small Business Lending, Lines Of Credit, Sales, Marketing, Superior Client Service, Life & Health Insurance..., Asset Based Lending
Education
University of Kentucky 2007 — 2009
BA, History
University of Kentucky 2007 — 2009
Bachelor's degree, History
Transylvania University 2006 — 2007
Western Kentucky University 2005 — 2006
Wells Fargo Home Mortgage August 2014 - Present
U.S. Bank March 2013 - August 2014
JPMorgan Chase 2009 - 2012
Parking Management Systems March 2008 - June 2009
Washington Mutual January 2006 - March 2008
Citi October 2002 - May 2005
Skills
Banking, Call Centers, Default, FHA, Foreclosures, Loans, Loss Mitigation, Mortgage Lending, Loan Origination, USDA, Credit, Customer Service, Management, Mortgage Banking, Risk Management, Short Sales
Education
Trinity Baptist College 2002 — 2009
Bachelor of Science (B.S.), Church Ministries
Aspect Software February 2013 - Present
JPMorgan Chase December 2004 - February 2013
Excelergy February 2000 - November 2004
Skills
Software Quality..., Quality Assurance, SDLC, Test Automation, Test Planning, Quality Center, Software Development, SQL, SAFe Agilist
Education
Trinity College-Hartford 1992 — 1996
Bachelor of Science (B.S.), Computer Science
Mercedes-Benz Financial Services USA LLC September 2014 - Present
Edward Jones January 2014 - March 2014
Chase August 2012 - January 2014
JPMorgan Chase August 2012 - January 2014
Chase August 2012 - December 2013
Citi August 2004 - August 2012
Skills
Credit, Mortgage Lending, Loans, FHA, Loan Origination, Mortgage Banking, VA loans, Residential Mortgages, FHA financing, Real Estate Financing, Funding, Real Estate, Underwriting, Finance, Credit Analysis, Government Loans, Consumer Lending, Investment Properties, Financial Services, First Time Home Buyers, Financial Analysis, FHA Financing, VA Loans
Education
Trinity Baptist College 1992 — 1997
Bachelor of Arts (B.A.), Pastoral Theology
River Road High School 1986 — 1987
Heidrick & Struggles March 2015 - Present
JPMorgan Chase October 2013 - March 2015
UBS August 2012 - October 2013
UBS August 2011 - August 2012
Skills
PowerPoint, Social Media, Microsoft Office, Microsoft Word, Photoshop, Social Networking, Microsoft Excel, Research, Marketing, Data Analysis, Market Research
Education
Trinity College-Hartford 2007 — 2011
BA, History
Cerulli Associates October 2014 - Present
Eaton Vance January 2012 - October 2014
JPMorgan Chase August 2011 - December 2011
Skills
Series 63, Series 6
Education
Trinity College-Hartford 2007 — 2011
B.S., Economics
Masconomet Regional High School 2003 — 2007
Working Solutions August 2012 - Present
Independent Contractor August 2010 - August 2012
Buppity Baby March 2008 - December 2010
JPMorgan Chase March 2001 - February 2003
Citibank 1996 - 2001
Skills
Create research plans..., Analyze and evaluate..., provide direction for..., Analysis, Market Research, Marketing Strategy, Social Media Marketing, Research, Direct Marketing, Business Insights, Strategy, Creative Direction, Strategic Planning
Education
Thunderbird School of Global Management 1992 — 1993
MBA, International Business
University of Colorado Boulder 1985 — 1989
BA, International Affairs and Spanish Business
University of Washington September 2010 - Present
JPMorgan Chase September 2008 - November 2009
Washington Mutual (WaMu) 1997 - 2008
Key Bank February 1993 - June 1997
Key Bank January 1993 - January 1997
Bank of Hawaii January 1990 - October 1992
Skills
Management Accounting, Funds Transfer Pricing, Budget, Internal Audit, Cost Accounting, Essbase, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Forecasting, Financial Modeling, Variance Analysis, Accounting, Process Improvement, Business Objects, Business Analysis, GAAP, Managerial Finance, Strategic Financial..., Performance Measurement, Budgets, Cross-functional Team..., Hyperion Enterprise, Account Reconciliation, Analysis, Finance, Financial Accounting, Auditing, Internal Controls, Mergers & Acquisitions, Cash Flow, Business Process..., Management, Corporate Finance, Access, General Ledger, Risk Management, ERP, Capital Budgeting, Business Planning, CPA, Valuation
Education
Trinity University
Bachelor of Arts, Economics
TIAA-CREF April 2013 - Present
MetLife 2006 - Present
TIAA-CREF 2010 - 2012
Metropolitan Life Insurance Company 2006 - March 2010
Sullivan 2005 - 2006
Chase 2000 - 2005
JP Morgan Chase 2000 - 2005
JPMorgan Chase 2000 - 2005
Fidelity Investments 1993 - 1998
Skills
Direct Marketing, Marketing Strategy, Segmentation, Email Marketing, Advertising, Integrated Marketing, Analytics, Financial Services, Marketing, Digital Marketing, Marketing Communications
Education
Trinity University 1989 — 1992
JPMorgan Chase April 2006 - June 2013
Citigroup September 2004 - April 2006
Citigroup February 2001 - September 2004
Skills
Administrative..., PeopleSoft, Visio, Spreadsheets, Access, Lotus Notes, Microsoft Excel, PowerPoint, Microsoft Word, Payroll, Time Management, Process Scheduler, Invoicing, Management, Travel Arrangements, Team Building, Outlook, Calendars, Office Management, Spanish, Editing, Expenses, Data Entry, Office Administration, Accounting, Expense Management, Research, Technical Reports, Administrative...
Education
Tidewater Community College 2012 — 2014
Associate's Degree, Business Administration and Management, General
JPMorgan Chase December 1997 - Present
JP Morgan Chase 1997 - Present
jpmchase 1997 - 2008
American Express February 1988 - December 1997
Skills
Talent Management, Onboarding, Organizational..., Personnel Management, Employee Relations, Performance Management, Succession Planning, Recruiting, Human Resources
Education
Trinity College-Hartford 1974 — 1978
Northern Trust November 2006 - Present
Tremont Capital Management 2001 - 2003
JPMorgan Chase 1999 - 2001
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA
Trinity College-Hartford
BA, Economics
Quartz Group, Inc. August 2015 - Present
Self Employed March 2015 - Present
Comtec Solutions September 2008 - February 2015
Rochester City School District March 2007 - August 2008
Xerox 2007 - 2007
JPMorgan Chase 2004 - 2007
Entre Computer Services 2000 - 2004
Skills
Crystal Reports, ERP, Epicor, SSRS, Databases, Web Applications, ASP.NET, Integration, Web Services, Windows Server, T-SQL, Program Management, Project Management, Active Directory, Software Development, Progress 4gl Developer, Epicor Customizations, Epicor Dashboards, Epicor Web Service..., Fingerprint Software..., Progress 4GL, Epicor 8, Epicor 9, Epicor 10
Education
Towson University 1989 — 1991
Infor 2013 - Present
Infor July 2011 - July 2013
Sante Enterprises Inc. November 2009 - July 2011
JPMorgan Chase January 2008 - November 2009
Washington Mutual (WaMu) 2006 - 2008
Washington Mutual 2000 - 2006
PNC Mortgage January 1998 - April 2000
PNC Mortgage December 1992 - December 1997
Citibank January 1985 - December 1992
Skills
CRM, Direct Marketing, Database Marketing, Product Management, Relationship Management, Sales, Analysis, Direct Mail, Inbound Marketing, Analytics, Lead Generation, Salesforce.com, Integrated Marketing, Vendor Management, Business Intelligence, Customer Acquisition, Competitive Analysis, Customer Retention, E-commerce, Business Analysis, Enterprise Software, Market Research, Strategy, Cross-functional Team..., Product Marketing, Leadership, Marketing, Marketing Strategy, Management, Segmentation, Program Management, Marketing Communications, Selling, Integration
Education
Trinity University 1981 — 1984
BS, Business Administration
JP Morgan Chase January 2011 - Present
JPMorgan Chase January 2008 - December 2010
JPMorgan Chase November 2006 - January 2008
Education
Towson University 2000 — 2004
BS, Economics
Robert Half International November 2004 - Present
JPMorgan Chase 2003 - 2004
American Express Financial Advisor 2002 - 2003
Education
Towson University 1997 — 2001
Bachelor's Degree, Finance
Ocean City High School
MedAssets August 2011 - Present
Diamond Consulting Group April 2007 - August 2011
Dineoutcheap.com September 2008 - March 2011
JPMorgan Chase November 1998 - April 2007
SunGard Data Systems June 1997 - November 1998
OppenheimerFunds March 1992 - April 1997
Skills
Vendor Management, Process Improvement, SDLC, Risk Management, Business Development, IT Strategy, Team Building, Enterprise Software, Management, Leadership, Financial Services, Sales, Product Development, Relationship Management
Education
Trinity University 1986 — 1990
Bachelor's degree, Economics
jpmorgan chase vice presidentchase manhattan bank1979 - 1990
Education
Thunderbird School of Global Management 1978 — 1979
MIM, international finance
University of California, Los Angeles 1977 — 1978
Masters in Education, education
University of California, Davis 1973 — 1977
TransUnion 2013 - Present
Grange Insurance February 2011 - March 2013
Accenture September 2007 - February 2011
Accenture 1999 - February 2011
JPMorgan Chase 2003 - 2008
Skills
SDLC, Business Analysis, Quality Center, Requirements Analysis, Process Improvement, Agile Methodologies, Vendor Management, Program Management, Testing, Software Project..., Requirements Gathering, QTP, Test Planning, Software Quality..., IT Strategy, Business Intelligence, System Testing, Data Warehousing, User Acceptance Testing, Waterfall, ETL, PMO
Education
Trinity University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Wilson Watts & Associates November 2014 - Present
AHSE Holding, Inc July 2014 - Present
JPMorgan Chase December 2002 - July 2013
Skills
Investment Strategies, Market Analysis, Valuation, Lease Audit, Mortgage Lending, Credit Analysis, Real Estate Economics, Commercial Real Estate, Real Estate Transactions, Real Estate, Investment Properties, Leases, Appraisals, Location Intelligence, Corporate Real Estate, Shopping Centers, Real Property, Lease Negotiations, Commercial Real Estate...
Education
Appraisal Institute
Towson University
Bachelor of Science (BS)
Nationwide Insurance March 2015 - Present
Advocare April 2011 - Present
JPMorgan Chase September 2013 - March 2015
Sarnova, Inc. September 2008 - September 2013
Eddie Bauer March 2005 - September 2008
EXPRESS September 2000 - March 2005
Skills
Accounting, Forecasting, Budgets, Account Reconciliation, Accounts Payable, Great Plains Software, Training, Finance, Financial Analysis, Financial Accounting, General Ledger, Process Improvement, Financial Reporting, Auditing, Accounts Receivable, Microsoft Excel
Education
DeVry University 2005 — 2007
Master of Business Administration (MBA), 4.0
Tiffin University 1996 — 2000
BBA, Accounting and Marketing
JPMorgan Chase May 2006 - Present
Bank of America, N.A. August 1995 - January 2005
Education
Trinity University 1984 — 1989
Huntington National Bank July 2013 - February 2014
JPMorgan Chase July 2012 - July 2013
Alliance Data October 2003 - July 2012
United States Marine Corps March 1997 - September 2003
Skills
Information Security, Security, National Security, Risk Assessment, Business Continuity, Vendor Management, Physical Security, Security Awareness, Security Clearance, Information Security..., Risk Management, Security Operations, Enforcement
Education
Tiffin University 2004 — 2007
BS
Wells Fargo Bank, N. A. September 2012 - Present
JPMorgan Chase August 2003 - August 2012
Bank of America 1983 - 2000
Skills
Commercial Banking, Payments, Banking, Risk Management, Treasury Management, Treasury Services, Cash Management, Relationship Management, Financial Services, Financial Risk, Operational Risk, Business Analysis, Investment Banking, Management, Finance
Education
Thunderbird School of Global Management 1981 — 1982
Master of International Management, Finance
University of Miami - School of Business 1975 — 1979
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
JP Morgan Chase June 2014 - Present
Crosscountry Mortgage May 2012 - January 2014
JPMorgan Chase July 2011 - April 2012
JP Morgan Chase May 2011 - June 2011
JP Morgan Chase November 2009 - April 2011
Chase Home Finance June 1998 - March 2009
JP Morgan Chase 1998 - March 2009
Skills
B2B, Sales Process, Leadership, Sales, Selling, Marketing Strategy, Sales Management, Building Relationships, Customer Retention, Lead Generation, Marketing, CRM, Negotiation, Business Development, Account Management, New Business Development, Strategic Planning, Cold Calling, Salesforce.com, Team Building, Sales Operations, Direct Sales, Management
Education
Tiffin University 2010 — 2012
Bachelor of Business Administration
ALHS
DTCC October 2008 - Present
Merrill Lynch May 2006 - January 2008
JPMorgan Chase June 1996 - May 2006
Education
Trinity College-Hartford 1992 — 1996
B.A., Economics
JPMorgan Chase July 2012 - Present
Chase Card Services July 1999 - July 2012
ExecuTrain July 1998 - July 1999
America West Airlines July 1988 - July 1998
Skills
Training, Banking, Vendor Management, Performance Management, Call Centers, Financial Services, Relationship Management, Process Improvement, Employee Engagement, Risk Management, Change Management, Employee Training, Recruiting, Credit Cards, Management
Education
Trinity University 1984 — 1988
BA, History, Music, Computer Science
PowerHouse Solutions, Inc. October 2013 - October 2013
CliffCo Mortgage Bankers June 2012 - October 2013
Associated Mortgage Bankers May 2011 - June 2012
Vanguard Funding March 2011 - April 2011
JPMorgan Chase August 2010 - February 2011
InterContinental Capital Group February 2010 - August 2010
Countrywide Financial Corporation August 2005 - October 2008
Skills
Mortgage, Banking, Sales Management, Mortgage Lending, Refinance, Mortgage Banking, Loans, FHA, Credit, Conventional, Purchase, Loan Origination, Residential Mortgages, First Time Home Buyers, Mortgage Industry, Conforming, Credit Analysis
Education
Towson University 2000 — 2004
Bachelor of Science, Psychology
JPMorgan Chase June 2014 - Present
Chase Bank May 2010 - June 2014
Real Estate Mortgage Network July 2009 - November 2010
Fortes Residential Mortgage February 2008 - December 2008
National City Mortgage October 2002 - December 2007
Skills
Mortgage Lending, Real Estate, Management, Loans, Refinance, Credit, USDA, Strategic Planning, Financial Analysis, Analysis, Portfolio Management, Mortgage Banking, Budgets, Credit Risk, Leadership, FHA, Loan Origination, Credit Analysis, Construction Loans, Marketing, Customer Retention, Data Analysis, Access, Account Management, Sales Management, Risk Management, Reverse Mortgages, Banking, Selling, Investment Properties, Negotiation, Insurance, Residential Mortgages, Underwriting, Team Building, Consumer Lending, Business Development, Customer Service, VA loans, Sales, Process Improvement, Coaching, FHA financing, First Time Home Buyers, Mortgage Underwriting, Loss Mitigation, Business Analysis, Certified Mortgage..., Cold Calling, Commercial Lending
Education
Trident University International 2009 — 2011
MBA, Finance
University of Dayton 1995 — 2000
Marketing
BB&T February 2015 - Present
Bank of America July 2014 - February 2015
Ralph A. Kerns & Associates 2014 - 2015
Ralph A. Kerns & Associates 2014 - 2015
American Whitewater April 2014 - November 2014
Wells Fargo February 2014 - April 2014
JPMorgan Chase June 2012 - February 2014
Huntington National Bank December 2011 - May 2012
PNC Bank April 2007 - November 2011
National City Bank 2007 - 2008
Skills
Banking, Program Management, Process Improvement, Vendor Management, Business Analysis, SDLC, MS Project, CRM, Project Management, PMP, Testing, Quality Assurance, Requirements Analysis, Management, SharePoint
Education
Towson University 1992 — 1995
B.S.
Towson State University
JPMorgan Chase & Co. July 2013 - Present
JPMorgan Chase - Associate August 2010 - Present
JPMorgan Chase March 2005 - July 2010
JPMorgan Chase January 2003 - February 2005
JPMorgan Chase June 2002 - May 2003
JPMorgan Chase March 2000 - May 2002
Skills
Fixed Income, SDLC, Investment Banking, Financial Services, Credit Risk, User Acceptance Testing, Strategy, Middle Office, Finance, Business Analysis, Analysis, Credit, Credit Derivatives, Equities, Market Risk, Bloomberg, Trading, Agile Methodologies, Risk Management, Project Management, Integration, Business Requirements
Education
Touro College 1996 — 2000
BS, Management Information Systems
JPMorgan Chase January 2012 - Present
JPMorgan Chase March 2010 - January 2012
Citigroup 2001 - March 2010
First USA 1998 - 2000
Chevy Chase Bank 1995 - 1998
Education
Towson University 1979 — 1984
BS, Accounting
Carrington Mortgage Services August 2015 - Present
JPMorgan Chase & Co. October 2014 - August 2015
JPMorgan Chase & Co. July 2013 - October 2014
JPMorgan Chase September 2011 - July 2013
Alliance Data January 2010 - September 2011
Alliance Data April 2008 - January 2010
Skills
Call Center, Call Centers, Customer Service, Process Improvement, Training, Microsoft Office, Leadership, Customer Satisfaction, Team Building
Education
Tiffin University 1999 — 2004
Bachelors of Criminal Justice, Forensic Psychology
Tiffn University 1999 — 2004
Bachelors of Arts, Forensic Psychology
jpmorgan chase 2005 - 2008
Education
Touro College 2004 — 2008
Bachelor's of Science, Human Service
Societe Generale Corporate and Investment Banking - SGCIB April 2015 - Present
Societe Generale Corporate and Investment Banking - SGCIB June 2009 - March 2015
Millgate Capital July 2008 - August 2008
Presidenza del Consiglio dei Ministri January 2008 - May 2008
Cowen and Company June 2007 - August 2007
Standard Chartered Bank June 2006 - August 2006
JPMorgan Chase June 2005 - August 2005
Skills
Spanish, Italian, Portuguese
Education
Trinity College-Hartford 2005 — 2009
BA, Economics & Italian Studies
BNY Mellon March 2006 - Present
U.S. Trust June 2004 - March 2006
JPMorgan Chase 1989 - 2004
Skills
Portfolio Management, Equities, Fixed Income, Asset Management, Banking, Financial Modeling, Derivatives
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
Master of Business Administration (MBA), Finance, General
Trinity College-Hartford 1985 — 1989
Bachelor of Arts (BA), Economics
Office of the New York State Attorney General June 2015 - August 2015
Global Institute for Health and Human Rights - SUNY Albany January 2014 - May 2015
Collins, Dobkin and Miller, LLP January 2015 - April 2015
Burch Creative Capital August 2014 - December 2014
JPMorgan Chase March 2013 - August 2013
Morgan Stanley Wealth Management August 2011 - February 2013
Deutsche Bank May 2010 - August 2011
New York Life Insurance Company September 2008 - May 2009
New York Life Insurance Company May 2008 - August 2008
Kings County District Attorney's Office June 2007 - August 2007
Skills
Social Networking, Microsoft Office, Legal Research, Westlaw, SharePoint, Bloomberg Terminal, Compliance, AML, KYC
Education
Touro College Jacob D. Fuchsberg Law Center 2013 — 2016
Juris Doctorate
St. Peter's College 2005 — 2009
Bachelor of Arts, Political Science
CDM Smith July 2015 - Present
Magical Moment Designs October 2008 - Present
Freeport Marine Supply March 2015 - July 2015
AT&T Product Center January 2014 - September 2014
American Consumer Shows October 2011 - January 2014
JPMorgan Chase March 2007 - May 2009
University at Albany Hillel January 2004 - May 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Adobe Creative Suite, Adobe Acrobat, Mac OS, QuickBooks, ACT Database, Microsoft Publisher, PowerPoint, Photoshop, InDesign, Illustrator
Education
State University of New York at Albany 2002 — 2004
Bachelor of Arts, Music Theory
Towson University 2000 — 2002
Music Education
Seaford High School
Green Tree Servicing LLC May 2014 - Present
EverBank April 2013 - May 2014
Homeward Residential, Inc. March 2012 - April 2013
JPMorgan Chase January 2010 - March 2012
Lawson Homes - New Construction May 2003 - April 2007
R.G. MOORE BUILDING CORPORATION June 1999 - April 2003
Mortgage Banking October 1988 - June 1996
Skills
Short Sales, First Time Home Buyers, Investment Properties, Real Estate, Sellers, Contract Management, Mortgage Lending, Post Closing, Residential Land..., Subcontracts Management, Foreclosures, Default Litigation, Foreclosure Sale..., Research, Foreclosure Document..., New Home Construction, Mortgage Processing, New Construction..., Outlook, Banking, Loans, Bankruptcy, Default, Mortgage Banking, Mortgage Servicing, Credit, Residential Mortgages, Loss Mitigation, Risk Management, Loan Origination, Customer Service, FHA
Education
Robert Hogge Real Estate Schhol 2009 — 2009
Florida Real Estate License, Real Estate, Passed
Florida Gold Coast - Insurance License 215 and 440 2007 — 2008
Insurance License 215 and 440, Insurance License 215 and 440
Tidewater Community College 1985 — 1987
Business Administration
CORA Health Services May 2015 - Present
JPMorgan Chase June 2009 - March 2015
Grace Church of Avondale July 2007 - October 2010
Citibank 2001 - 2009
Citibank 2001 - 2009
Chick Fila 2004 - 2006
Skills
Team Leadership, Credit, Management, Risk Management, Customer Service, Loans, Banking, Finance, Call Centers, Microsoft Office, Microsoft Excel, Negotiation, Financial Analysis, Microsoft Word, PowerPoint, Employee Training, Business Analysis, Strategic Planning, Credit Risk, Change Management, Business Strategy, Credit Analysis, Commercial Banking, Underwriting, Children's Ministry, Leadership
Education
Trinity Baptist College 2000 — 2003
Education and Office Administration
Customers Bank March 2014 - Present
First National Bank of New York April 2012 - February 2014
JPMorgan Chase November 2011 - April 2012
J.P. Morgan September 2010 - November 2011
JPMorgan Chase August 2005 - September 2010
JPMorgan Chase July 2001 - July 2003
Chase Manhattan Bank September 1999 - June 2001
Education
Milton Academy
Trinity College-Hartford
BA, Psychology
University of California, Los Angeles - The Anderson School of Management
MBA, Finance and Real Estate
JPMorgan Chase May 2013 - Present
CPA candidate January 2012 - Present
The National Academies August 2004 - November 2011
Skills
Account Reconciliation, General Ledger, Financial Statements, Databases, Cash Management, Financial Reporting, Analysis, Accounting, Bank Reconciliation, Fixed Asset Depreciation, Fixed Asset Management, Fixed Assets, Management Accounting
Education
University of Maryland University College 2007 — 2010
MS, Accounting and Information Technology
Towson University 2000 — 2004
BS, Economics
Huntington National Bank July 2014 - Present
Huntington National Bank August 2011 - July 2014
JPMorgan Chase March 2011 - August 2011
JPMorgan Chase October 2001 - March 2011
KPMG January 1997 - October 2001
Federal Reserve Bank of Atlanta May 1992 - July 1996
Skills
Banking, Risk Management, Financial Services, Internal Controls, Commercial Banking, Auditing, Financial Risk, Analysis, Retail Banking, Credit, Credit Cards, Wealth Management, Risk Assessment, Insurance, Internal Audit
Education
Towson University
Bachelor of Business Administration (BBA), Finance/Economics
Wells Fargo September 2013 - Present
Guaranteed Rate September 2012 - September 2013
JPMorgan Chase November 2011 - September 2012
Meadowbrook financial May 2011 - November 2011
TMS Bankers January 2010 - December 2010
Franklin First Financial August 2009 - December 2009
Bank of America January 2005 - October 2008
Washington Mutual July 2003 - January 2005
Chase Home Finance 1995 - July 2003
Skills
Mortgage Lending, FHA, Loan Origination, Mortgage Banking, Loans, Refinance, Underwriting, FHA financing, Credit, Residential Mortgages, VA loans
Education
Grady
Touro College
Accounting and Finance
JPMorgan Chase June 2014 - Present
JPMorgan Chase June 2012 - June 2014
JPMorgan Chase February 2010 - June 2012
Bank of America June 2008 - February 2010
JPMorgan Chase July 2007 - June 2008
JPMorgan Chase May 2005 - July 2007
Skills
Small Business Lending, Loans, Commercial Lending, Credit, Loan Origination, Underwriting, Credit Analysis, Financial Analysis, Mortgage Banking, Mortgage Lending, Cash Management, Commercial Banking, Banking, Lines Of Credit, Credit Risk, Portfolio Management, Relationship Management, Treasury Management, Business Banking, Compliance, Commercial Credit, Personal Finance, Commercial Mortgages, Construction Loans, Loan Structuring, Asset Based Lending, Refinance, Retail Banking, Term Loans, Cross Selling, Equipment Finance, Credit Cards, Microsoft Office, Management, Project Management, Anti Money Laundering
Education
Tiffin University 2003 — 2005
M.B.A., Master of Business Administration
Tiffin University 1999 — 2003
B.B.A., Bachelor of Business Administration
Rockport Global Advisors July 2012 - Present
First Brokerage America August 2006 - July 2012
First Brokerage America September 2006 - December 2007
Fifth Third Securities 2004 - 2006
JPMorgan Chase 2004 - 2004
American Express Financial Advisors 2002 - 2004
Skills
Insurance, Investment Management, Alternative Investments, Sales, Program Building, Mutual Funds, Bonds, Investment Strategies, Series 7, Series 63, Fixed Annuities, Wealth Management, Banking, Strategic Financial..., Investments, Financial Advisory, Wealth, ETFs, Finance, FINRA, Life Insurance, Financial Markets, Retirement Planning, Investment Advisory, Series 6, Private Banking, Financial Planning
Education
Trinity Christian College 1999 — 2002
B.A., Business Administration
Children's National Medical Center 2012 - Present
Barclay Card US December 2010 - September 2012
State Farm Insurance November 2009 - September 2010
Integrys Energy Services October 2006 - September 2009
JPMorgan Chase March 2006 - October 2006
Skills
Crystal Reports, Requirements Analysis, SQL, DB2, Business Analysis, Vendor Management, Requirements Gathering, Software Project..., XML, Oracle SQL, SharePoint, SDLC, Project Management, PeopleTools, Application Engines, SQR, PeopleCode, Integration Broker, PeopleSoft Financial, PeopleSoft HCM, Java, PeopleSoft, Data Warehousing, Databases
Education
Towson University
Bechelor of Science, Computer Science
Educator's Ally February 2013 - Present
JPMorgan Chase 2011 - 2011
Gerson Lehrman Group 2008 - 2011
J.P. Morgan 2003 - 2008
School of American Ballet 2001 - 2003
Education
Trinity College-Hartford 1997 — 2001
BA, Art History, French
The Hotchkiss School 1993 — 1997
Transitional Computing INC. October 2013 - Present
Katz Nassau Agency Inc. April 2012 - October 2013
JPMorgan Chase August 2008 - December 2010
Skills
Windows, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, English, Photoshop, Research, Strategic Planning
Education
Towson University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General; with a special track in Finance
Home care August 2013 - February 2014
JPMorgan Chase 2001 - June 2013
Skills
Credit, Credit Analysis, Banking, Loans, Retail Banking, Commercial Banking, Consumer Lending, Mortgage Lending, Commercial Lending, Credit Risk, Cross Selling, Finance, Cash Management
Education
Touro College 1995 — 2000
Bachelor of Applied Science (B.A.Sc.), Computer Science
Life 2006 - Present
JPMorgan Chase 1987 - 2006
George Engine Company, Inc 1973 - 1987
Skills
Microsoft Office, PowerPoint, Customer Service, Research, Photoshop, English, Windows, Outlook, C++
Education
Tulane University - A.B. Freeman School of Business 1982 — 1983
EMBA
Trinity College-Hartford 1961 — 1965
BA, Political Science and Government
Edward Jones ManangerWithheldSeptember 2007 - September 2012
JPMorgan Chase September 2007 - September 2012
Education
Tiffin University 2009 — 2011
Master's degree, MBA
Wittenberg University 1997 — 2001
Business Administration and Management, General
NYC Department of Education October 2011 - Present
NYC DOE March 2009 - May 2012
NYC DOE April 2007 - March 2009
NYC Department of Education 2005 - 2007
NYC Department of Education January 2004 - January 2005
JPMorgan Chase 2003 - 2004
Skills
NYCAPS, Siebel, People Soft, Paces, ATS, EIS, PMS, PERS, Master Track, Classroom, Instructional Design, Teaching, Curriculum Development, Applicant Tracking..., PeopleSoft, Recruiting, Staff Development, Executive Support, Policy, Elementary Education, Human Resources, Property Management..., Leadership, Program Management, Community Outreach
Education
Touro College 2008 — 2010
Masters, Education
St Francis College 1998 — 2003
Bachelors, Communications
JPMorgan Chase 2013 - Present
Governance for Owners 2007 - 2013
TIAA-CREF 2003 - 2006
NYS Office of the State Comptroller 1996 - 2003
NYS Office of the State Comptroller 1993 - 1996
Skills
Asset Managment, Investments, Risk Management, Capital Markets, Corporate Governance, Speech Writing, Management, Policy, Press Releases, Equities, Mutual Funds, Asset Management, Corporate Finance, Investor Relations, Governance, Due Diligence, Financial Markets, Portfolio Management, Financial Analysis, Emerging Markets, Securities, Financial Services, Equity Research, Investment Banking, Alternative Investments, Investment Management, Pension Funds, Mergers & Acquisitions, Hedge Funds, Private Equity, Fund Of Funds
Education
Yale University 1981 — 1983
MA, African American Studies
Trinity College-Hartford 1976 — 1980
BA, American Studies
Sunshine Lighting July 2009 - Present
15th Ave Inc. April 2004 - March 2008
JPMorgan Chase January 1999 - March 2004
Skills
Accounts Receivable, Management, Negotiation, Strategic Planning, Inventory Management, Purchasing, Customer Service, Sales Management, Product Development, Product Marketing, Accounts Payable, Retail, Business Analysis, Financial Services, Credit Management, Sales, Microsoft Excel, Finance, Accounting, Leadership, Business Development, Financial Reporting, Financial Analysis, Budgets, Business Planning
Education
Touro College 2006 — 2010
Bachelor of Science (BS), Accounting and Business/Management
BNY Mellon 2006 - Present
US Trust June 2004 - March 2006
JPMorgan Chase 1989 - 2004
Education
New York University - Leonard N. Stern School of Business 1992 — 2006
Master of Business Administration (MBA), Finance
Trinity College-Hartford 1985 — 1989
Bachelor of Arts (B.A.), Economics
Motorola Employees Credit Union 2009 - Present
Baxter Credit Union 2007 - 2009
JPMorgan Chase 2003 - 2006
Education
Trinity International University 1999 — 2003
Bachelor of Arts, Business Management
BBVA Compass July 2013 - Present
Bank of America July 2009 - July 2013
JPMorgan Chase 1998 - 2009
Wells Fargo 1996 - 1998
Skills
Commercial Banking, Middle Market, Credit, Small Business, Commercial Lending, Team Management, International Banking..., Credit Analysis, Retail Banking, Structured Trade, Wealth Management, Agricultural Lending, Oil/Gas, International Strategy, Banking, Portfolio Management, Portuguese, Treasury Management, Trade Finance, Cross Selling, Spanish-speaking, Management, Relationship Management, Loans, Underwriting
Education
Thunderbird School of Global Management
M.B.A.
University of Arizona
B.A., Latin American Studies & Portuguese
Universidad de Salamanca, Salamanca, Spain.
Facultad de Derecho
JPMorgan Chase November 2013 - Present
State Street Bank April 2013 - November 2013
State Street Bank April 2012 - January 2013
New Recruiting Solutions January 2012 - May 2012
Deko Capital, Investment Company October 2005 - July 2007
Skills
Analitical problem..., Dedicated and..., Driven to learn, MS Excel, MS Access, MS..., Financial Analysis, Activity Based..., Compensation..., Database Management, Due Diligence, Auditing, Database Admin, Microsoft Excel, Access, Investments, Management, Banking, Bloomberg, Financial Reporting, Financial Services, Database Administration, Financial Modeling, Accounting, Analysis, Hedge Funds
Education
Salem State University 2008 — 2011
Master's degree, Business Administration
Tomsk State University
Master of Science, Economics
Tomsk State University
Bachelor of Science, Economics
JPMorgan Chase & Co. September 1999 - Present
JPMorgan Chase 1999 - Present
Skills
Banking, Credit, Loans, Mortgage Lending, Commercial Banking, Customer Service, Access, Financial Analysis, Risk Management, Retail Banking, Credit Analysis, Finance, Visio, Microsoft Word, Portfolio Management, Process Improvement
Education
Towson University 1974 — 1976
Mercuria Energy Trading S.A. October 2014 - Present
JPMorgan Chase September 2007 - September 2014
EY June 2002 - September 2007
Arthur Andersen & Co. September 1998 - June 2002
Skills
CPA, Commodities Internal..., Project Management, Communication
Education
Trinity University 1997 — 1998
Master of Science (M.S.), Accounting
Trinity University 1993 — 1997
Bachelor of Science (B.S.), Business Administration - Concentration in Accounting
JPMorgan Chase November 2013 - Present
Education
Towson University 2005 — 2009
Bachelor of Science (BS), Computer Information Systems and Business Administration
TD December 2013 - Present
JPMorgan Chase 2009 - 2013
Merrill Lynch 2008 - 2009
Skills
Compliance, Strategic Planning, Program Development, Control Processes, Compliance Training, Conflict Resolution, Policy/Procedure..., Process Improvement
Education
Trinity University-Washington 1989 — 1993
Bachelor of Arts (BA), Political Science, International Studies
RBC Wealth Management 2007 - Present
HSBC Private Bank 2006 - 2006
JPMorgan Chase 1991 - 2006
Skills
Banking, Credit, Private Banking, Wealth Management, Financial Analysis, Investments, Financial Services, Portfolio Management, Credit Risk, Loans, Risk Management, Equities, Fixed Income, Mutual Funds, Credit Analysis
Education
Thunderbird School of Global Management
Master of International Management
Tufts University
Bachelor of Arts (B.A.)