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
JPMorgan Chase June 2009 - Present
Skills
Microsoft Excel, Customer Service, Derivatives, Financial Analysis, Management, Social Media
Education
State University of New York at Albany 2005 — 2009
Bachelor of Science (B.S.), Finance and Managment
Groupon February 2015 - April 2015
The DATA Group 2015 - 2015
Quantum Management Services Ltd. June 2012 - August 2013
JPMorgan Chase January 2011 - June 2012
BMO Financial Group May 2008 - March 2010
Desjardins January 2007 - June 2007
IBM October 2005 - October 2006
Shell June 2004 - September 2005
Skills
Applicant Tracking..., Management, Coaching, Program Management, Training, Customer Service, Project Management, Leadership, Call Centers, Microsoft Excel, Microsoft Office, Event Management, Sales
Education
The University of Birmingham 2013 — 2014
Master's Degree, History of Warfare, Not yet attributed
Université de Montréal 2007 — 2010
Bachelor of Arts (B.A.), History, A -
JPMorgan Chase 2012 - April 2014
Chase bank 2010 - 2011
Washington mutual bank and Chase bank 2007 - 2009
Washington Mutual Bank 2006 - 2007
Staging 2002 - 2005
Education
Universitas Trisakti 1998 — 2002
Bachelor's degree, Financial management
Vianney high school 1997 — 1998
SMAK 2 1995 — 1997
Dynamic Kids January 2015 - Present
Dynamic Kids August 2014 - January 2015
SeniorBridge December 2012 - April 2014
Concord Road Elementary School 2009 - June 2013
Temple Beth Abraham September 2011 - December 2012
Marika Hahn Designs September 2005 - June 2008
Camp Summit, Wurtsboro NY 2005 - 2008
JPMorgan Chase October 1984 - December 2004
Skills
Training, Human Resources, Recruiting, Employee Relations, Administrative..., Project Coordination, Office Administration, Microsoft Office, Outlook, Customer Service, Communication Skills, New Hire Orientations, Onboarding, Performance Appraisal, Accurate Data Entry, Human Resource..., Human Resource Planning
Education
SUNY Albany 1981 — 1984
Bachelors, Psychology/Business
Meddle November 2012 - Present
Converseon August 2011 - October 2012
Social Intent August 2008 - August 2011
DefinedLogic February 2010 - March 2011
Linkstorm April 2007 - August 2008
Kurani Interactive April 2005 - April 2007
JPMorgan Chase September 2002 - April 2005
Ogilvy November 1998 - September 2002
Skills
lean startup, customer development, Product Development, social media, social media technology, Strategic Planning, Marketing Strategy, facebook api, facebook, big data, Social Media Monitoring, social data intelligence, Social Media Measurement, Entrepreneurship, Early-stage Startups, Innovation, Social Media Marketing, Analytics, Product Management, Start-ups, User Experience, Strategy, Positioning, Business Strategy, Facebook, CRM, Social Media, Facebook API, Agile Methodologies, Leadership, Big Data, Business Development, Strategic Partnerships, Digital Media, Strategic Communications, Web Analytics, E-commerce, Mobile Applications, Product Marketing, Advertising, Public Relations, Marketing Management, Online Advertising, New Media, Creative Direction, Marketing, B2B, Web Marketing, Blogging, Digital Strategy
Education
SUNY Albany 1997 — 1998
MA, Communications
University of Bergen, Norway 1994 — 1997
BA, Sociology & Information Science
Norwegian Royal Navy 1991 — 1993
Kvartermester (Drill Sergeant), Leadership
PwC July 2015 - Present
PwC July 2013 - Present
University at Albany August 2012 - June 2013
University at Albany Library September 2008 - September 2012
PwC June 2012 - August 2012
PwC June 2011 - July 2011
RadioShack June 2009 - December 2010
Latin American Busines August 2005 - August 2010
JPMorgan Chase July 2007 - August 2007
Skills
Microsoft Excel, Data Entry, Accounting, Customer Service, Time Management, Tax, PowerPoint, Sales, Financial Analysis, Access
Education
State University of New York at Albany 2012 — 2013
Master's degree, Taxation
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Accounting
Mother Cabrini High School 2004 — 2008
Regents Diploma
Morgan Stanley February 2015 - Present
Citi October 2013 - February 2015
Citigroup April 2011 - September 2013
New York Life Insurance Company November 2010 - April 2011
Morgan Stanley Smith Barney June 2009 - November 2010
Smith Barney November 2005 - June 2009
JPMorgan Chase January 2005 - November 2005
Smith Barney June 2002 - December 2004
Skills
Securities, Mutual Funds, Trading, Investments, Insurance, Investment Advisory, Portfolio Management, Banking, Investment Management, FINRA, Wealth Management, Series 7, AML, Financial Advisory, Fixed Annuities, Risk Management, Equities, Hedge Funds
Education
SUNY Albany 1998 — 2002
Bachelor's of Science, Economics / Business
TBWA\Chiat\Day August 2015 - Present
Fishman Public Relations April 2015 - August 2015
Fishman Public Relations June 2014 - April 2015
Department of Communication (UIUC) August 2013 - January 2015
Her Campus August 2012 - August 2014
All Terrain August 2013 - May 2014
JPMorgan Chase June 2013 - August 2013
The University of Illinois Urbana-Champaign Department of Electrical and Computer Engineering August 2012 - December 2012
The Leukemia & Lymphoma Society May 2012 - August 2012
Prevent Child Abuse America May 2012 - August 2012
Skills
Facebook, Blogging, Public Relations, Editing, Marketing, Journalism, Copywriting, Press Releases, Twitter, AP Style, Interviewing Skills, Leadership, Event Planning, Marketing Communications, Social Networking, InDesign, Communication, SEO, Wordpress, Website Promotion, Copy Editing, Adobe, Microsoft Office, Social Media
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Arts (B.A.), Communication
Università degli Studi di Roma Tre 2013 — 2013
Communication
Adlai E. Stevenson HIgh School 2006 — 2010
JPMorgan Chase August 2014 - Present
Gamma Phi Beta Sorority January 2013 - December 2013
EY June 2013 - August 2013
Skills
Microsoft Office..., Outstanding time..., Pay Close Attention to..., Works Well in Groups, Works well individually, Bilingual-English/Spanis..., Highly Organized &..., Creative Problem Solving, Outstanding..., Unparalleled Work Ethic, Time Management, Event Planning
Education
Miami University, Farmer School of Business 2010 — 2014
Bachelor of Science, Business; Accountancy
Universitat Autònoma de Barcelona 2012 — 2012
JPMorgan Chase June 2014 - Present
Southwest Airlines May 2013 - August 2013
Pine Cove May 2011 - August 2012
Education
University of Oklahoma - Price College of Business 2010 — 2014
Bachelor's, Finance and International Business
Universitat Jaume I 2012 — 2012
Wells Fargo November 2013 - Present
JPMorgan Chase March 2005 - November 2013
BNP Paribas July 1998 - September 2002
Caisse des Depôts & Consignations - Banking & Finance Activities June 1995 - July 1998
Skills
Loans, Commercial Banking, Commercial Lending, Loan Origination, Banking, Mortgage Lending, Credit, Small Business Lending, Credit Risk, Consumer Lending, Risk Management, Lines Of Credit, Commercial Mortgages, Treasury Management, Retail Banking, Finance
Education
Conservatoire National des Arts & Metiers in Paris - FRANCE 2001 — 2002
Master Degree of Industrial and Financial Strategic Analysis, Industrial and Financial Strategic Analysis, 1st year
Université Denis Diderot (Paris VII) 1990 — 1995
Bachelor Degree of Foreign Languages (English & German), Languages & Economics
Aston University & Aston Business School in Birmingham - UK 1993 — 1994
Advanced Certificate of English Studies, Business, International Marketing Strategies & European Law
First Republic Bank February 2015 - Present
First Republic Bank May 2013 - February 2015
JPMorgan Chase September 2011 - April 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Computer Hardware, Banking, Customer Service, Sales, Investments, Economics, Real Estate, Access, PowerPoint, Outlook, Time Management, Analysis, Teamwork, Data Entry, Sports, Data Analysis, Financial Analysis, OS X, Team Leadership, Statistics
Education
University at Albany, SUNY 2007 — 2011
Bachelor's, Economics
Bronx Preparatory Charter School 2004 — 2007
High School, 3.25 GPA
Hu-Friedy Mfg. Co., LLC July 2012 - Present
JPMorgan Chase January 2012 - July 2012
Alterian August 2010 - December 2011
Accenture August 2005 - August 2010
Marketing Solutions, Inc. 2004 - 2005
K2 Industrial Services, Inc. 2003 - 2004
Skills
Email Marketing, Digital Marketing, Database Marketing, Marketing Automation, Marketing Strategy, Database Segmentation, Multi-channel Marketing, Lead Scoring, Demand Generation, Data Analysis, Direct Marketing, CRM software, Software Project..., Training & Development, Vendor Management, Social Media, Corporate Blogging, Cross-functional Team..., CRM, Lead Generation, PPC, Marketing, Social Media Marketing, Analytics, Strategy
Education
University of Wisconsin-Madison 1997 — 2002
BA
Università per Stranieri di Perugia 2000 — 2000
Summer program
JPMorgan Chase December 2009 - Present
Heath Agency December 2008 - December 2009
MetLife January 2007 - December 2008
Skills
Banking, Investments, Asset Management, Credit, Customer Service, Financial Analysis, Leadership, Management, Public Speaking, Relationship Management
Education
University at Albany, SUNY 2001 — 2005
Economics, Business Administration
Citi Personal Wealth Management June 2015 - Present
PNC Investments April 2013 - June 2015
Wells Fargo Advisors, LLC July 2011 - April 2013
JPMorgan Chase January 2008 - July 2011
Edward Jones September 2007 - January 2008
Education
State University of New York at Albany 1987 — 1990
BA, Psychology
Deutsche Bank February 2014 - Present
Bank of America October 2012 - February 2014
JPMorgan Chase April 2012 - October 2012
Bank of America 2011 - February 2012
Bank of America September 2009 - December 2011
Intesa Sanpaolo Bank Albania September 2004 - January 2009
Skills
Credit, Credit Risk, Retail Banking, Risk Management, Loans, Finace, Banking, Financial Reporting, Financial Accounting, Accounting, Financial Analysis, Analysis, Budgets, Financial Risk, Portfolio Management, Finance
Education
Universiteti i Tiranës 1989 — 1993
Finance, Economics
Multiple Clients May 2012 - Present
Access Group 2008 - 2012
Janney Montgomery Scott 2007 - 2008
JPMorgan Chase 2002 - 2006
JPMorgan Chase 1998 - 2002
JPMorgan Chase 1996 - 1998
JPMorgan Chase 1993 - 1996
Chemical Bank 1989 - 1993
Bank of New York 1987 - 1989
Skills
Program Management, Project Management, Project Portfolio..., Mergers, Software Conversions, Financial System..., Organizational..., Training, Leadership, Leadership Development, Operational Excellence, Operational Efficiency, Organizational..., Business Process Design, Strategic Planning, Business Strategy, New Product..., Vendor Management, Relationship Management, Business Impact Analysis, IT Strategy, IT Transformation, IT Management, Coaching, Personal Development, Team Building, NLP, Business Transformation, Public Speaking, Executive Coaching, Project Planning, Integration, Business Process..., Change Management, Executive Management, Strategy, Consulting, Banking, Risk Management, Governance, Performance Management, Outsourcing, Mergers & Acquisitions, Performance Improvement, Organizational..., Process Improvement, Management, Finance
Education
University at Albany, SUNY 1983 — 1987
BS
Spring Valley Senior HIgh
Florida State College at Jacksonville June 2002 - Present
21ST CENTURY STUDIOS 1997 - Present
Ellin Iselin Enterprises August 1988 - Present
Actress / Filmmaker 1969 - Present
Florida Motion Picture & Television Association (FMPTA) 2008 - 2010
WJXT 2009 - 2009
Chiaroscuro Baby 2009 - 2009
JPMorgan Chase 1996 - 2007
Ponte Vedra Recorder May 1997 - December 2000
The Drummond Press Inc. June 1998 - February 1999
Skills
Editing, Research, Writing, Production, Creative Writing, Public Speaking, History, Social Media, Film Production, Teleprompter, Theatre, Blogging, Screenwriting, Film, Public Relations, Short Films, Acting, Video Production, Feature Films, Television, Entertainment, Video Editing, Commercials, Voice Over, Comedy, Media Production, Independent Film, Directing, Voice Acting, Casting, Music Videos, Video, Cinematography, Drama, Pre-production, Post Production, Dialects, Stage Combat, Improvisation, Producing, Documentaries, Plays, Stage, Radio, Playwriting, Musical Theatre, Shakespeare, Broadcast, Videography
Education
Universität Salzburg
Microsoft April 2014 - Present
Microsoft (Adecco) June 2013 - March 2014
Microsoft (Adecco) August 2012 - June 2013
University of Ottawa September 2011 - April 2012
Microsoft May 2011 - August 2011
Microsoft January 2010 - September 2010
Correctional Service of Canada May 2009 - December 2009
JPMorgan Chase February 2008 - January 2009
Stormtech Performance Apparel Ltd. August 2007 - December 2007
Université du Québec June 2007 - July 2007
Skills
French, Online Community..., Social Media, Marketing Communications, Twitter, Event Planning, Corporate Blogging, Writing, Microsoft Office, Facebook, Tumblr, Adobe Audition, HTML, Internet, Radio Production, SPSS, Customer Experience, New Media, Conducting Interviews, Radio Host, Twitter Analytics, Media Buying, Campaign Management, Campaign Plans, B2B Marketing, Community Management
Education
University of Ottawa / Université d'Ottawa 2008 — 2012
Honours Bachelor of Arts, Major in Communication and Minor in Criminology, French Immersion
Université du Québec à Trois-Rivières 2007 — 2007
Certificate, Advanced French Immersion Program
Apple July 2014 - Present
JPMorgan Chase November 2011 - April 2013
Swiss Post Solutions, Inc. May 2009 - January 2010
Dewey & LeBoeuf LLP June 2007 - August 2008
Weil Gotshal and Manges June 2006 - December 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Outlook, Microsoft Office, Access, Public Speaking, Windows, Spreadsheets, Customer Service, Data Analysis, Research, Time Management, Management, Financial Analysis
Education
Hunter College 2012 — 2014
Masters of Science, Accounting
State University of New York at Albany 2008 — 2011
Bachelor of Science, Accounting
Financial Industry Regulatory Authority (FINRA) August 2014 - Present
US Securities and Exchange Commission September 2013 - April 2014
Financial Industry Regulatory Authority May 2013 - August 2013
NYS Office of the Attorney General, Investor Protection Bureau June 2012 - July 2012
JPMorgan Chase August 2010 - August 2011
Wells Fargo Financial June 2009 - July 2010
Skills
Securities Regulation, Westlaw, Securities Litigation, Securities, Sales, Research, Lexis, Legal Writing, Legal Research, Investigation, Fraud, Financial Regulation, Finance, Enforcement, Document Review, FINRA, Management, LexisNexis
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2013 — 2014
Doctor of Law (JD)
State University of New York at Buffalo 2011 — 2013
Doctor of Law (JD), Financial Transactions
State University of New York at Albany 2005 — 2009
Bachelor of Science (BS), 1. Financial Market Regulation, 2. Business Administration, Finance and IT Management
JPMorgan Chase Mortgage BankerJPMorgan ChaseOctober 2011 - Present
Education
State University of New York at Albany 1997 — 2001
Bachelor of Science (BS)
Kaiser Associates June 2014 - Present
Yale School of Management June 2013 - August 2013
JPMorgan Chase July 2012 - August 2012
Naval Research Laboratory June 2010 - August 2010
Naval Research Laboratory June 2009 - August 2009
Skills
Research, Microsoft Office, Data Analysis, Microsoft Excel, Public Speaking, PowerPoint, Analysis, Management Consulting, Microsoft Word, Economics, Leadership, Market Research
Education
Yale University 2011 — 2015
Bachelor of Arts (BA), Economics, French
Université Paris Dauphine 2014 — 2014
Term Abroad
Université Paris-Sorbonne 2014 — 2014
Term Abroad
Thomas Jefferson High School for Science and Technology 2007 — 2011
Avon July 2013 - December 2014
JPMorgan Chase October 2011 - August 2012
AT&T December 2004 - April 2011
Prodigy Services Company June 1991 - December 2004
Skills
Testing, SDLC, Unix, Project Management, Software Documentation, Process Improvement, Requirements Analysis, Business Analysis, Data Migrations, Quality Assurance, Analysis, Data Migration, Access, Change Management, Software Project..., Program Management, Integration, Requirements Gathering, Architectures, Leadership, Management
Education
State University of New York at Albany
B.S, Computer Science with Applied Mathematics, Magna Cum Laude
JPMorgan Chase February 2008 - Present
UTI Systems August 2006 - July 2007
Smartree Romania 2002 - 2006
Online Services March 1996 - May 2002
Skills
Databases, ETL, Microsoft SQL Server, SQL, Oracle, SSIS, Data Modeling, T-SQL, SSRS, Database Design, SQL Tuning
Education
Master, Engineering
Deloitte January 2013 - Present
Rodman & Renshaw January 2011 - December 2012
Huron Consulting Group December 2008 - January 2011
JPMorgan Chase 2007 - 2007
Skills
Financial Modeling, Valuation, Strategy, Corporate Finance, Due Diligence, Mergers & Acquisitions, Finance, Equity Research, Capital Markets, Investment Banking, Hedge Funds, Bloomberg, Venture Capital, Equities
Education
University at Albany, SUNY 2004 — 2008
B.S. Business Administration, Financial Analyst Program
Annapolis Compensation Solutions May 2010 - Present
JPMorgan Chase January 2001 - May 2010
JPMorgan Chase January 1995 - January 2001
JPMorgan Chase January 1992 - January 1995
JPMorgan Chase January 1990 - January 1992
JPMorgan Chase January 1988 - January 1990
JPMorgan Chase February 1974 - January 1985
American Airlines October 1972 - February 1974
Skills
Wealth Management, Asset Management, Incentive Compensation, Deferred Compensation, Mergers & Aquisitions, Employment Contracts, International..., Performance management, Asset Managment, Career Development, Executive Search, HRIS, Human Resources, Incentive Programs, Leadership, Management, Management Consulting, Mutual Funds, Organizational Design, Performance Management, Personnel Management, Portfolio Management, Strategic Planning, Talent Acquisition, Team Building, Training, Workforce Planning
Education
State University of New York at Albany 1970 — 1972
BS, Business Management
Citi May 2006 - Present
JPMorgan Chase July 1999 - May 2006
Bankers Trust January 1993 - July 1999
KPMG September 1981 - December 1992
Skills
Financial Risk, Risk Management, Fixed Income, Securities, Financial Services, Banking, Auditing, Capital Markets, Derivatives
Education
University at Albany, SUNY 1977 — 1981
BS, Accounting
JPMorgan Chase September 2012 - Present
Barclays Capital April 2010 - September 2012
Ernst & Young September 2005 - April 2010
Morgan Stanley January 2005 - September 2005
KPMG LLP October 2002 - January 2005
Skills
Management Consulting, Process Improvement, Project Management, Team Leadership, Workshop Facilitation, Oral & Written...
Education
State University of New York at Albany
B.S., Business Administration
Inter-American Development Bank April 2014 - Present
European Commission February 2013 - August 2013
Speaking-agency August 2012 - February 2013
TruGreen LandCare June 2012 - August 2012
JPMorgan Chase April 2009 - July 2011
JPMorgan Chase May 2008 - April 2009
Bank of America January 2004 - May 2008
Skills
Financial Analysis, Business Analysis, Management, Spanish, Program Management, Microsoft Excel, Econometrics, Stata, Research, Business Objects, Essbase, Software Development, Analysis, Data Analysis, Economics, Strategic Financial..., Banking, Financial Modeling, Translation, Eviews, PowerPoint, Reporting & Analysis, MS Project, Outlook, Financial Planning, Business Management, Technical Writing, Web Design, Web Content, Microsoft Word, Database Administration, International..., Strategic Planning, Project Management, SharePoint, Finance, French, Databases, Entrepreneurship, Access, Business Process, Macroeconomics, SQL, Bloomberg, Financial Reporting, Report Writing, Microsoft Office
Education
Université Paris - Val-de-Marne (Paris XII) 2012 — 2014
Master's degree
Université Rennes II - Haute-Bretagne 2011 — 2012
Certificate
University of Tampa - John H. Sykes College of Business 2006 — 2008
Bachelor of Science
Hillsborough Community College 2004 — 2006
Associate of Arts
Colegio San Jose 1997 — 2002
High School Diploma
JPMorgan Chase January 2000 - Present
Skills
FINRA, Series 24, Securities, Broker-Dealer, Registered Investment..., Series 7, Series 63, Licensing, Registration, Securities Regulation, SEC, Series 55, Municipal Advisors...
Education
State University of New York at Albany 1990 — 1993
Bachelor of Arts (B.A.), Economics
State University of New York at Binghamton 1989 — 1989
Apollo Global Management LLC September 2013 - Present
JPMorgan Chase December 2009 - August 2013
J.P. Morgan October 2008 - December 2009
Sailfish Capital Partners December 2006 - September 2008
Amaranth August 2006 - December 2006
Ernst & Young July 2004 - August 2006
Skills
Mutual Funds, Hedge Funds, Fixed Income, Equities, Derivatives, Bloomberg, Valuation, Investments, Asset Management
Education
State University of New York at Albany 2000 — 2004
Bachelor of Science (BS) in Accounting
Mamaroneck
JPMorgan Chase June 2010 - Present
Special Funds Conservation Committee June 2009 - June 2010
Skills
Banking, Interpersonal Skills, Communication Skills, Collaborative Style, Financial Products and..., Retail Banking
Education
SUNY Albany 2005 — 2009
Bachelor's Degree, Finance
JPMorgan Chase May 2014 - Present
JPMorgan Chase March 2011 - May 2014
LASOATECH SPA January 2000 - August 2011
LASOATECH SPA March 2009 - July 2010
LASOATECH SPA November 2008 - March 2009
LASOATECH SPA February 2005 - November 2008
LASOATECH SPA June 2001 - February 2005
Skills
Corporate Real Estate, Real Estate Financing, Finance, Management, Project Management, Microsoft Office, Analysis, Data Analysis, Microsoft Excel, Accounting
Education
Università di Catania 2005 — 2010
Bachelor degree, Business/Managerial Economics
Westchester Community College
JPMorgan Chase May 2014 - Present
JPMorgan Chase June 2013 - May 2014
America Reads September 2009 - December 2012
Target June 2012 - August 2012
IBM December 2011 - June 2012
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB, Finance, International Business, Spanish
Universitat Pompeu Fabra 2011 — 2011
Spanish, International Business
JPMorgan Chase August 2011 - Present
Bloomberg August 2009 - August 2011
Bloomberg March 2007 - March 2010
Bloomberg L.P. January 2000 - March 2007
Skills
Process Improvement, Change Management, Recruiting, Talent Acquisition, Project Management, Applicant Tracking..., Team Leadership, Program Management, Management, Strategic Planning, Business Analysis, Talent Management, Bloomberg, Sourcing, Leadership, Team Building, Business Process..., SharePoint, Coaching, Information Technology, Operations Management
Education
University at Albany, SUNY 1992 — 1996
Bachelors, LCS & Business
First Midwest Bank October 2013 - Present
JPMorgan Chase June 2011 - October 2013
Chase Home Finance April 2010 - June 2011
Suzlon Wind Energy November 2008 - May 2009
Arbita December 2007 - September 2008
TruStar Solutions - FADV June 2005 - October 2006
TruStar Solutions April 2002 - June 2005
HomeGold Mortgage 1996 - 1998
HomeGold Mortgage 1996 - 1998
HomeGold Mortgage 1996 - 1998
Skills
Mortgage Lending, Recruiting, Talent Management, Applicant Tracking..., Internet Recruiting, Sourcing, Business Development, HRIS, Leadership, Interviews, Management, Training, Mortgage Banking, Wealth Management..., Strategy, Human Resources, Employee Relations, Customer Retention, Talent Acquisition, Customer Service
Education
Warren National University 2005 — 2007
MBA
State University of New York at Albany 1986 — 1988
BS
GlobeOp Financial Services October 2010 - July 2015
Promontory Financial Group, LLC May 2010 - October 2010
JPMorgan Chase June 2007 - May 2009
UBS Alternative Investments May 2006 - May 2007
Bank of America 2002 - 2005
Merrill Lynch & Co. November 1999 - July 2002
Bankers Trust Company 1982 - 1999
Price Waterhouse September 1980 - October 1982
Skills
Product Development, Hedge Funds, Alternative Investments, Equities
Education
State University of New York at Albany 1979 — 1980
Bachelor's degree, Accounting
EG Marketing Strategies February 2010 - Present
JPMorgan Chase October 2008 - February 2010
Forty Plus of New York November 2003 - October 2008
EG Marketing Strategies March 2002 - October 2008
Unilever Foods January 2006 - July 2007
Pepsi April 2005 - September 2005
Perception Research Services 2004 - 2005
Unilever Home and Personal Care May 1983 - March 2001
Weight Watchers International December 1979 - April 1983
Market Science Associates 1976 - 1979
Skills
New Product Ideation, Problem Solving, Innovation, Project Planning, Research Project..., Consumer Insights, Data Mining, Data Analysis, Strategic Planning, Project Execution, Project Delivery, Consumer Products, Consumer Behavior, Consumer Advertising, Brand Awareness, Brand Equity, Non-profits, Client Services, Report Writing, Customer Presentations, Questionnaire Design, Interviewing, Interpretation, Customer Insight, Consumer Behaviour, FMCG, Marketing Strategy, Market Research, Social Media, Mentoring, New Program Development, Idea Generation, Product Development, Project Management, Interviews, Focus Groups, Nonprofits, Product Innovation, Advertising, Qualitative Research, Analysis, Strategy, Management, Marketing Research, Competitive Analysis, Forecasting, Strategic Thinking, Positioning, Analytics, Market Analysis
Education
University of Pennsylvania - The Wharton School 1974 — 1975
MBA, MARKETING
University at Albany, SUNY 1970 — 1973
BA, Mathematics, Russian
Swift Tram 2011 - 2012
Wachovia September 2004 - December 2007
Credit Suisse 1998 - 2001
Deutsche Bank 1996 - 1998
Cowen & Company 1993 - 1996
Westpac Bank 1988 - 1993
JPMorgan Chase 1980 - 1987
Skills
Due Diligence, Financial Modeling, Strategy, Business Planning, Valuation, Financial Analysis, Venture Capital, Equities, Portfolio Management, Corporate Finance, Private Equity, Program Management, Investments, Business Strategy, Business Development, Entrepreneurship, Mergers & Acquisitions, Mergers, Management Consulting, Process Improvement, Finance, Start-ups, Strategic Planning, Corporate Development
Education
New York University - Leonard N. Stern School of Business
MBA
University at Albany, SUNY
BS
University of Colorado at Boulder
Certificate Sustainable Energy
Lending Club January 2014 - Present
Bank of Hawaii February 2009 - January 2014
JPMorgan Chase December 2004 - January 2009
Celette Inc March 2003 - December 2004
Socavi SA July 1998 - December 2002
Skills
Risk Management, Process Improvement, New Business Development, Credit Risk, Credit, Banking, Credit Analysis, Loans, Credit Cards, Financial Modeling, Business Process..., Change Management, Training, Mergers & Acquisitions, Mortgage Lending, Financial Risk, Business Process, Cross-functional Team..., Business Development, Analytics, Analysis, Management, Project Management, Portfolio Management, Executive Management, Leadership, Business Planning, Competitive Analysis, Strategy, Business Strategy, Finance, Financial Services, Consulting, Start-ups, Strategic Planning, Financial Analysis, Business Analysis
Education
American Institute of Banking 2010 — 2011
Bank Financial Management Diploma
BTS Group, San Francisco CA 2007 — 2007
Essentials of Business Leadership Program
Université de Bretagne Occidentale 1999 — 2002
Master of Science, Industrial Engineering
University of France 1996 — 1998
Bachelor of Science, Industrial Engineering
Merrill Lynch November 2013 - Present
JPMorgan Chase June 2011 - November 2013
JPMorgan Chase May 2010 - June 2011
JPMorgan Chase August 2009 - June 2010
Power Express Mortgage Bankers August 2005 - July 2009
Berkshire Financial Group May 2002 - July 2005
Skills
Sales, Management, Communication Skills, Phone Skills, Interpersonal Skill, Customer Experience, Marketing, Lead Generation, Real Estate Economics, Mortgage Banking, Banking, Business Relationship..., Team Building, Relationship Management, Regulatory Requirements, Compliance, Cash Management, Self-starter, Professional Experience, Finance, Financial Analysis, Financial Risk, Loans, Financial Services
Education
Saint John's University 2008 — 2011
Master of Business Administration (MBA), Accounting and Finance
SUNY Albany 2000 — 2004
Bachelor's degree, Communications
JPMorgan Chase September 2007 - Present
HSBC Securities June 2006 - August 2007
BNY Investment Center 1998 - 2006
Education
University at Albany, SUNY 1989 — 1993
BA, Economics
Align Marketing 2014 - Present
Mediacom Communications Corporation 2012 - 2014
Time Warner Cable 2010 - 2011
Time Warner Cable 2007 - 2009
GlobalWorks 2003 - 2007
JPMorgan Chase 2001 - 2003
The Bravo Group 1999 - 2001
Verizon 1996 - 1999
Skills
Social Media, Integrated Marketing, Marketing Communications, Multicultural, Direct Marketing, Social Networking, Marketing Research, Brand Development, Social Media Marketing, Strategy Development, Digital Marketing, Brand Awareness, Customer Acquisition, Direct Mail, Competitive Analysis, Promotions, Strategic Partnerships, Creative Development, Strategy, Creative Direction, Digital Media, Management, Advertising, Strategic Communications, Segmentation, New Media, E-commerce, Marketing Management, Facebook, Product Marketing, Online Advertising, Mobile Marketing, Customer Retention, Digital Strategy, Business Strategy, Email Marketing, B2B, Media Buying, Media Planning, Online Marketing, Market Research, Analytics, Market Planning, Brand Management, CRM, Interactive Marketing, B2B Marketing, Advertising Sales, Marketing Strategy, Customer Insight
Education
State University of New York at Albany
Communications
Grand & Toy May 2015 - Present
Moneris Services Corporation (MSC) July 2014 - May 2015
JPMorgan Chase November 2012 - June 2014
Banque Nationale du Canada January 2008 - October 2012
Banque Nationale April 2007 - November 2007
Banque Nationale March 2003 - April 2007
Skills
Retail Banking, Banque de détail
Education
internationalKYC June 2015 - Present
JPMorgan Chase February 2011 - May 2015
international KYC May 2010 - April 2011
ABN AMRO Bank N.V. March 2010 - February 2011
ABN AMRO Bank N.V. September 2008 - February 2010
ABN AMRO Bank September 2003 - August 2008
JPMorganChase January 1994 - April 2003
NatWest USA May 1988 - December 1993
Skills
KYC, AML, Due Diligence, Financial Transactions, Working Capital..., Financial Services, Financial Risk, Banking, Sales Management, Operational Risk, Financial Institutions, Negotiation, Stakeholder Management, Operational Risk..., Investment Banking, Cash Management, Management, Payments, Portfolio Management, Financial Markets, Structured Finance, Anti Money Laundering, Asset Management, Auditing, Back Office, Basel II, CRM, Capital Markets, Commercial Banking, Credit, Credit Analysis, Credit Risk, Enterprise Risk..., FX Options, Finance, Mergers, Private Banking, Relationship Management, Retail Banking, Risk Management, Securities, Strategy, Trade Finance, Treasury Management
Education
Carthage Junior Senior High School
State University of New York at Albany
Bachelor of Arts (B.A.)
Direct ChassisLink Inc. December 2014 - Present
JPMorgan Chase April 2013 - November 2014
Target February 2011 - August 2014
APMoller - Maersk Line 2005 - 2007
Neotech Sarl 2004 - 2005
Somento Sarl September 2004 - December 2004
Skills
Finance, Financial Modeling, SAS, Customer Service, Financial Analysis, Microsoft Office, Data Mining, Microsoft Excel, Sales, Analysis, Leadership, Management, Statistics, Pricing, PowerPoint, Proficiency in advanced..., Regresion Analysis with..., SAS Base, Statistical Modeling, Bilingual English-French, Econometrics, Econometric Modeling, Advanced Excel, Data Analysis, Public Speaking
Education
University of North Carolina at Charlotte
Bachelor of Business Administration (BBA), Finance, General
Université de Lomé
Master's degree, Economics
Capital One July 2014 - Present
JPMorgan Chase July 2012 - May 2014
McGraw Communications January 2010 - November 2011
AT&T February 2007 - January 2009
Skills
Credit, Banking, Customer Service, Sales
Education
SUNY Albany 1999 — 2004
Bachelor of Business Administration (B.B.A.), Business
Société Générale May 2015 - Present
JPMorgan Chase July 2009 - April 2015
FXDD August 2007 - July 2009
FXDD August 2006 - July 2007
Pershing January 2006 - August 2006
Skills
Market Making, Risk Management, Trading, Electronic Trading, Proprietary Trading, Foreign Exchange, Traders, Trading Systems, Currency, Mutual Funds, FX Options, Derivatives, Options, Fixed Income, Equities
Education
University at Albany, SUNY 2001 — 2005
B.A., Economics, Political Science
Citi January 2015 - Present
JPMorgan Chase March 2013 - January 2015
Goldman Sachs October 2010 - March 2013
MetLife January 2009 - October 2010
Ernst & Young August 2006 - December 2008
NYS Office of Children and Family Services June 2004 - May 2006
Public Consulting Group September 2005 - April 2006
Skills
SQL, ACL, Tableau, Spotfire, EnCase, Talend, Data Analysis, Internal Audit, Audit, SOX, Access, Risk Management, Business Analysis, Visio, SDLC, Business Intelligence, Visual Basic, Analysis, Process Engineering, Change Management, Databases, Excel, Process Improvement, Data Mining, Management Consulting, Security, Financial Analysis, IT Audit, Risk, Auditing, ERP, VBA, SQL Server, Program Management, Java, Vendor Management, IT Governance, Team Leadership, Strategic Planning, SAS, PowerPoint, Windows, Word, Governance, Sarbanes-Oxley Act, Financial Risk, Enterprise Risk..., CISA, IT Risk Management, Information Technology
Education
University at Albany, SUNY 1998 — 2006
M.B.A., Information Technology Management
U.S. Bank The Private Client Reserve September 2014 - Present
Wilmington Trust Investment Advisors October 1995 - September 2014
Fleet Investment Services January 1993 - October 1995
JPMorgan Chase August 1986 - January 1993
Morgan Guaranty Trust September 1981 - August 1986
Skills
Investments, Portfolio Management, Financial Services, Capital Markets, Retirement Planning, Estate Planning, Investment Management, Leadership, Endowments, Coaching, Fixed Income Portfolio..., Entrepreneurship, Investment Advisory, Manage Client..., Not for Profit, Customer Experience, Accountability, Team Leadership, Not-for-profit, Wealth Management, Finance, Risk Management, Banking, Fixed Income, Securities, Financial Analysis
Education
Long Island University / Fordham University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University at Albany 1977 — 1981
Bachelor of Arts (B.A.), Rhetoric and Communication
University at Albany 1977 — 1981
Bachelor of Science (B.S.), Business Administration, Management and Operations
JPMorgan Chase December 2011 - Present
JPMorgan Chase January 2010 - December 2011
JPMorgan Chase February 2008 - December 2009
Countrywide Mortgage Company May 2007 - October 2007
Home 123 Mortgage June 2006 - February 2007
Aegis Mortgage September 2005 - June 2006
Argent Mortgage Company September 2003 - September 2005
Skills
Loan Origination, Loans, Credit, Mortgage Lending, Banking, Finance, Investments, Underwriting, Commercial Banking, Sales, Funding, Analysis, Mortgage Banking, Credit Analysis, Commercial Lending, Refinance, Residential Mortgages, Small Business Lending, Financial Advisory, FHA, Portfolio Management, Financial Analysis
Education
State University of New York at Albany 1999 — 2003
B.S. in Business Administration, Finance and Marketing
Yellow Wood Partners, LLC August 2014 - Present
Analysis Group July 2013 - July 2014
Analysis Group July 2011 - July 2013
University of Rochester September 2008 - May 2011
JPMorgan Chase June 2009 - August 2010
Education
University of Rochester 2007 — 2011
BA
Universitat Pompeu Fabra 2010 — 2010
YP August 2015 - Present
Marketing January 2010 - Present
Wells Fargo March 2013 - December 2013
JPMorgan Chase November 2011 - July 2012
Yellowbook March 2006 - September 2009
American International Marketing April 2000 - October 2005
Skills
Advertising, Online Advertising, Sales Management, Management, Marketing, Sales, CRM, Relationship Management, Account Management, Social Media Marketing, Customer Service, Real Estate, New Business Development, Public Relations, Business Development, Strategic Planning, Social Media, Contract Negotiation, Marketing Strategy, Portfolio Management, Cold Calling, Sales Operations, Online Marketing, Social Networking, Lead Generation, Email Marketing, Market Research, Leadership, B2B, Direct Marketing, Selling, Strategic Partnerships, Small Business, Salesforce.com, Customer Retention, Competitive Analysis, Digital Marketing, Team Building, Training, Marketing Management, Negotiation, Business Planning, Direct Sales, Customer Satisfaction, Team Leadership, Product Marketing, Coaching, Recruiting, Public Speaking, Networking
Education
University of Phoenix 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Academy Pacific travel College 2001 — 2002
Certification, Tourism and Travel Services Management, Certifiacation
Universität Siegen 1996 — 1999
Bachelors Degree, Marketing
Wells Fargo July 2011 - October 2011
JPMorgan Chase September 1997 - March 2003
Chemical Bank New Jersey June 1990 - September 1996
Oppenheimer & Co. October 1989 - June 1990
Citibank 1988 - 1989
Shearson Lehman/E.F.Hutton 1985 - 1988
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Consultation Skills, Business Intelligence, Business Strategy, Industry Research, Competitive Analysis, Competitive Intelligence, Project Management, Analytics, Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
State University of New York at Albany
BS, Business Administration/Finance
Twitch January 2015 - Present
Google January 2014 - January 2015
Arkadin 2011 - 2013
Luxottica Group September 2010 - December 2010
Aerotek 2008 - 2010
JPMorgan Chase 2006 - 2008
Skills
Sales Recruitment, Audio Conferencing, Video Conferencing, Unified Communications, Exit Interviews, Full-life Cycle..., Telecommunications, Webcasting, Screening Resumes, Corporate Recruiting, Compensation & Benefit, Onboarding, Agency Agreements, Sourcing, Applicant Tracking..., Employee Relations, Networking, Recruiting, Technical Recruiting, Interviews, Management, Human Resources, Sales Process, Salesforce.com, CRM, Marketing, Sales, Strategic Partnerships, SaaS, Strategy, Building Relationships, Talent Acquisition, Professional Services, Contract Recruitment, Call Centers, Trusted Business Partner, Training, Vendor Management
Education
State University of New York at Albany
Bachelor of Arts, Information Science & Policy
JPMorgan Chase June 2013 - Present
JPMorgan Chase May 2010 - June 2013
ELMA Philanthropy June 2008 - January 2010
Juvenile Diabetes Research Foundation January 2007 - June 2008
City of West Palm Beach April 2006 - December 2006
NYS Department of Health May 2004 - May 2005
NYS Rehabilitation Association June 2003 - May 2004
Education Fund of Family Planning Advocates of NYS November 2001 - June 2003
Skills
Strategy Development, Relationship Management, Customer Service, Research, Problem Solving, Metrics and Evaluation, Financial Analysis, Budget and Forecasting, Teaching, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Photoshop
Education
Baruch College City University of New York
Financial Statement Analysis and Securities Evaluation, Finance
State University of New York at Albany 2003 — 2005
B.A. Political Science, Master Public Administration
State University of New York at Albany 1997 — 2001
Bachelor of Arts (B.A.), Political Science and Economics
Hedge Fund September 2014 - Present
The Depository Trust & Clearing Corporation November 2013 - September 2014
JPMorgan Chase January 2013 - November 2013
JPMorgan Chase February 2012 - January 2013
JPMorgan Chase December 2007 - February 2012
Infamous Graphics 2005 - 2007
University at Albany 2002 - 2006
University at Albany 2003 - 2004
Skills
Public Speaking, Leadership, Higher Education, Organization, Risk Management, Social Networking, Fundraising, Auditing, Accounting, Event Management, Project Management, Financial Reporting, Internal Audit, Strategy, Financial Analysis
Education
State University of New York at Albany 2001 — 2007
BS, Undergraduate Biology Minor Business; Graduate Business
Iona Preparatory 1997 — 2001
Regents Diploma, Honors/Regents High School/Secondary Diploma Program
JPMorgan Chase August 2013 - Present
Lender Processing Services, Inc. (LPS) February 2011 - August 2013
Lender Processing Services, Inc. (LPS) August 2009 - February 2011
Select Portfolio Servicing - Residential Real Estate Review December 2006 - April 2009
Netbank September 2004 - December 2006
TransLand Financial Services January 2002 - August 2004
Skills
Banking, Credit, Mortgage Lending, Loans, Risk Management, Vendor Management, Process Improvement, Financial Analysis, Strategic Planning, Business Analysis, Project Management, Negotiation, Team Management, Analysis, Leadership, Auditing, Internal Controls, Cross-functional Team..., Financial Risk, Management, Finance, Portfolio Management, Financial Services, Loan Origination, Operations Management, Executive Management, Insurance, Visio, Team Building, Product Management, Loan Servicing, Strategy, Business Process..., Underwriting, Internal Audit, Quality Assurance, Software Documentation, Operational Risk..., Business Process, Performance Management, Enterprise Risk..., Risk Assessment, Mortgage Servicing, Analytics, Mergers & Acquisitions, Credit Analysis, Financial Modeling, Product Development, Credit Risk, Operational Risk
Education
University of North Florida - College of Business Administration 2006 — 2008
MBA, General Business
1996 — 2000
BA, International Business
JPMorgan Chase March 2013 - Present
Albany Swap May 2011 - September 2012
Skills
Marketing Strategy, Sales, Financial Reporting, Finance, Cold Calling, Financial Analysis, Customer Service, budget analysis, Credit Analysis, Loan Structuring, Risk Assessment, Long-term Customer..., Market Research, Public Relations, Client Development, Client Representation, Public Speaking, Pricing, Banking, Budgets, Loans
Education
SUNY Albany 2009 — 2012
Bachelor of Science (B.S.), Economics
SUNY Albany 2009 — 2012
Minor, Business
Morgan Stanley September 2014 - Present
Morgan Stanley January 2012 - Present
JPMorgan Chase May 2011 - January 2012
Sheffield Haworth May 2010 - August 2010
Bessemer Venture Partners April 2007 - June 2007
Skills
Equities, Economics, Securities Based Lending, Margin, Collateral Management, Research, Equity Trading, Excel, Bloomberg, Access, Prime Brokerage, Options, Microsoft Excel, Trading, Investments, Private Banking, Banking, Private Equity, Financial Services, Microsoft Office, Portfolio Management, Securities, Financial Risk, Finance, Analysis
Education
State University of New York at Albany 2007 — 2011
BA
Eastchester High School 2003 — 2007
Paychex Insurance Agency September 2013 - Present
Citi January 2012 - September 2013
JPMorgan Chase June 2009 - December 2011
American Benefits LLC July 2008 - December 2009
Prestige Marketing & Management Inc February 2008 - May 2009
Skills
Series 6, Series 63, Variable Annuities, Mutual Funds, 401k, 529 Plans, Rollovers, Roth IRA, Variable Life, Business Loans, Retail Banking, Notary Public, Investments, Banking, Customer Service, Employee Benefits, Finance, Insurance, Leadership, Management, Marketing, Portfolio Management, Sales
Education
State University of New York at Albany 2003 — 2007
B.A.
JPMorgan Chase September 2013 - Present
Washington Mutual August 2008 - July 2009
Washington Mutual August 2005 - August 2008
Skills
Management, Leadership, Operations Management, Customer Service, Hiring, Employee Training, Banking, Auditing, Internal Controls, Teller Operations, Fraud Prevention, Cash Management, Sales, Scheduling, Coaching, Consumer Lending, Profit & Loss Management, Record Keeping, Conflict Resolution, Microsoft Office
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (BA), Interpersonal/Intercultural Communications
Willis January 2012 - Present
AIG April 2009 - December 2011
PwC July 2008 - March 2009
JPMorgan Chase June 2007 - September 2007
GE September 2006 - April 2007
Skills
Underwriting, Professional Liability, Insurance, E&O, Auditing, Risk Management, Errors & Omissions, Risk Assessment, Enterprise Risk..., New Business Development, Marketing Strategy, Cyber Security, Broking, Compliance, System Integration..., Six Sigma, Software Development..., SOX 404, SAS70, IT Audit, Computer Security
Education
State University of New York at Albany 2004 — 2007
Bachelor of Science in Business Administration, Finance & Information Technology Management
HealthAlliance of the Hudson Valley August 2013 - Present
HealthAlliance of the Hudson Valley April 2010 - August 2013
Merrill Lynch May 2007 - December 2008
JP Morgan Chase July 2005 - November 2006
JPMorgan Chase September 2004 - June 2005
JPMorgan Chase April 2001 - August 2004
JPMorgan Chase September 1999 - March 2001
Skills
Process Improvement, Project Management, PMO, Management, Vendor Management, CRM, Business Analysis, SDLC, Risk Management, Program Management, Financial Services, Change Management, Visio, Requirements Gathering, Project Portfolio..., Strategy, IT Strategy, Business Process..., Strategic Planning, ITIL, Software Documentation, IT Management, PMP, Project Delivery, Healthcare Information...
Education
University at Albany, SUNY 1997 — 1999
Bachelor of Science
Ulster Community College 1995 — 1997
Associate of Science
kcorp 2011 - Present
Capital One 2010 - 2011
JPMorgan Chase 1996 - 2008
kcorp(self employed) 1994 - 1996
Equitable Capital (now part of AXA/Alliance Bernstein) 1985 - 1993
Skills
PMO, PMP, Data Center, Project Management, Disaster Recovery, Process Improvement, Retail Banking, Internet, Customer Service, Project Portfolio..., Mergers, Application Migrations, Trading Support, Implementations, ATMs, Training, Market Data, Global Delivery, Change Management, Investment Management, Treasury Services, Consulting, Telecommunications, Trading, Banking, Strategy, Mergers & Acquisitions, Leadership, Financial Services, Vendor Management, Stress Testing, Risk/Compliance, Risk Management, Management, Business Analysis, SDLC
Education
University at Albany, SUNY
BA, History/English
JPMorgan Chase February 2012 - Present
JP Morgan Chase April 2011 - August 2012
Bank Mendes Gans October 2003 - April 2011
Wachovia, A Wells Fargo Company 2002 - 2003
Wachovia Bank 1998 - 2002
Bank of Tokyo-Mitsubishi 1989 - 1996
Bankers Trust 1987 - 1989
Goldman Sachs 1986 - 1987
Skills
Treasury, Banking, Treasury Management, Cash Management, Liquidity Management
Education
University of North Carolina at Chapel Hill 2000 — 2000
Executive Leadship Program
Saint John's University 1987 — 1990
MBA, International Finance
University at Albany, SUNY 1981 — 1985
B.S., Economics and Business
MHI Global August 2013 - Present
American Management Association January 2012 - Present
National Council for Behavioral Health July 2015 - Present
National Seminars Training & Fred Pryor Seminars May 2012 - Present
JPMorgan Chase August 2008 - January 2012
Citi December 2006 - May 2008
Skills
Training, Leadership, Management, Public Speaking, Sales, Customer Service, Executive Coaching, Leadership Development, Team Management, Organizational..., Coaching, Instructional Design, Teaching, Career Development, Conflict Resolution, Staff Development, Personal Development, Team Building, Adult Education, Management Consulting, Event Management, Employee Training, Marketing Strategy, Microsoft Office, Employee Relations, Change Management, Research, Recruiting, Time Management, Training Delivery, Workshop Facilitation, Consulting, Performance Management
Education
State University of New York at Albany 1990 — 1995
Bachelor of Arts, English Humanities
University of Phoenix 2001 — 2003
MBA, Global Management
JPMorgan Chase May 2014 - Present
JPMorgan Chase July 2013 - April 2014
JPMorgan Chase January 2013 - June 2013
JP Morgan Chase March 2010 - December 2012
JPMorgan Chase May 2008 - March 2010
JPMorgan Chase May 2006 - May 2008
JPMorgan Chase April 2005 - May 2006
JPMorgan Chase August 2003 - April 2005
University at Albany March 2002 - May 2003
First Direct Corp 1997 - 2003
Skills
Liquidity Risk, Liquidity Analysis, Liquidity Management, Resolution Planning, Recovery Planning, Financial Reporting, Financial Modeling, Financial Analysis, Fixed Income, Structured Products, Bank Mergers, Financial Accounting, Building Relationships, Relationship Management, Regulatory Submissions, Basel III, FASB, US GAAP, Budget Forecasts, Expense Management, Management, Financial Services, Internal Controls, Sarbanes-Oxley, Business Process..., Creative Problem Solving, Business Process..., Process Management, Corporate Finance, Investment Banking, Derivatives, Equities, Project Management
Education
State University of New York at Albany 1999 — 2003
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
JPMorgan Chase November 2011 - Present
American Express 2007 - August 2009
American Express July 2006 - June 2007
American Express January 2004 - June 2006
American Express May 1998 - December 2003
Skills
Re-engineering, Credit, Call Center, Credit Cards, Risk Management, Relationship Management, Credit Risk, Financial Risk, Banking, Payments, Financial Services, Management, Portfolio Management, Loans, Retail Banking, Customer Experience, Change Management, Leadership, Call Centers, Process Improvement, Mergers & Acquisitions, Vendor Management, Business Process..., Finance, Executive Management, Business Strategy, Fraud, Credit Analysis, Strategy, Outsourcing, Business Transformation, Analytics, Business Analysis, Financial Analysis, Financial Modeling, Forecasting, Analysis, MIS, CRM, Team Management, Managerial Finance, Offshoring, Business Process, BPO
Education
Université de Moncton 1980 — 1984
Business Administration, Finance / Accounting
JPMorgan Chase July 2012 - Present
JP Morgan Chase November 2008 - July 2012
JPMorgan Chase August 2007 - November 2008
JP Morgan Chase January 2006 - August 2007
JP Morgan Chase March 2005 - January 2006
Citibank October 2003 - March 2005
Citigroup August 2002 - October 2003
Citigroup May 2000 - August 2002
Citigroup August 1999 - May 2000
Skills
Banking, Credit Analysis, Loans, Credit, Commercial Banking, Treasury Services, Small Business Lending, Commercial Lending, Direct Sales, Portfolio Management, Lines Of Credit, Commercial Real Estate, Business Development, Cash Management, Commercial Mortgages, Consumer Lending, Cross Selling, Loan Origination, Management
Education
University at Albany, SUNY
JPMorgan Chase June 2015 - Present
JPMorgan Chase April 2014 - Present
JPMorgan Chase September 2011 - April 2014
JPMorgan Chase January 2010 - September 2011
JPMorgan Chase July 2007 - January 2010
JPMorgan Chase May 2006 - July 2007
Lehman Brothers Inc November 2003 - May 2006
Well Fargo Financial June 2003 - October 2003
Skills
Fixed Income, Bloomberg, Securities, Middle Office, Management, FINRA, Treasury, Bonds, Electronic Trading, Trading Systems, Risk Management, Capital Markets, Investment Banking, Settlement, Swaps, Derivatives, Financial Risk, Financial Analysis, Back Office, Equities, Financial Services, Trading, Securitization, Portfolio Management, Finance, MBS, Rates, ABS
Education
University at Albany, SUNY 1999 — 2003
Bachelor of Science, Major- Finance Minor- Economics
JPMorgan Chase August 2010 - Present
Skills
Banking, Customer Service, Financial Services, Fixed Income, Investments, Management, Mutual Funds, Project Management, Risk Management, Securities, Credit, Employee Relations, Equities, Financial Analysis, Relationship Management
Education
University at Albany, SUNY 1992 — 1996
Legal & General Investment Management America June 2015 - Present
Davidson Kempner Capital Management November 2007 - October 2014
JPMorgan Chase 2006 - 2007
JPMorgan Chase May 2005 - June 2006
Skills
Middle Office, Credit, Bonds, Front Office, Trading, Financial Risk, Valuation, Portfolio Management, CDS, Private Equity, Trade Claims, Bank Debt, Syndicated Loans, Credit Risk, Investment Banking, Securities, Alternative Investments, Fixed Income, Hedge Funds, Bloomberg
Education
Villanova University 2002 — 2006
Bachelor of Science, Finance, Marketing, International Business & Marketing
Universitat d'Alacant 2004 — 2004
Finance and Marketing
Chatham High School 1998 — 2002
Bachelor of Science (BS), Finance and Marketing
Citi November 2007 - Present
Citi July 2004 - October 2007
JPMorgan Chase April 2003 - July 2004
Digitas May 2000 - October 2002
Blue Dingo 1999 - May 2000
Grey Worldwide September 1996 - July 1999
TBWA Chiat/Day 1994 - 1996
Skills
Product Development, Marketing, Integrated Marketing, Direct Marketing, Direct Mail, Digital Marketing, Creative Direction, CRM, Loyalty Marketing, Portfolio Management, Digital Strategy, Analytics, Segmentation
Education
University at Albany, SUNY 1988 — 1992
BA
Open Cognition, Inc. January 2009 - Present
MMC Group, Inc. January 2007 - July 2009
302 Interactive, Inc. January 2005 - January 2007
JPMorgan Chase April 2003 - June 2005
UBS June 2000 - April 2003
Skills
Business Analysis, MySQL, Program Management, Java Enterprise Edition, AJAX, Agile Methodologies, Ruby, Ruby on Rails, ASP, DB2, Software Project..., JavaScript, J2EE Application..., Ext JS, Databases, Integration, Apache
Education
University at Albany, SUNY 1996 — 2000
B.S, Business Administration, Concentration in Management Information Science and Marketing
JPMorgan Chase 2010 - Present
JPMorgan Chase 2008 - 2010
JPMorgan Chase 1986 - 2008
Skills
PeopleSoft, Unix, HRIS, Payroll, Business Analysis
Education
University at Albany, SUNY 1978 — 1982
HSBC March 2014 - April 2015
Investors Bank March 2011 - November 2013
Marathon Bank 2011 - 2012
JPMorgan Chase September 2009 - March 2011
Credit Industriel et Commercial (CIC) May 2000 - June 2008
Credit Lyonnais November 1982 - November 1999
CALYON 1982 - 1999
Credit Lyonnais June 1995 - April 1998
Credit Lyonnais April 1992 - September 1995
Skills
Relationship Management, Project Management, Credit, Banking, Financial Modeling, Commercial Banking, Forecasting, Credit Analysis, Credit Risk, Loans, Risk Management, Cash Management, Portfolio Management, Commercial Lending, Negotiation, Retail Banking, Mortgage Lending, Loan Origination, Cross Selling, Financial Analysis, Finance, Capital Markets, Corporate Finance
Education
Université Paris X Nanterre 1978 — 1982
Master, Econometrics
MasterCard June 2015 - Present
MasterCard May 2012 - Present
Citigroup May 2004 - May 2012
JPMorgan Chase April 2000 - April 2004
First Investors Corporation June 1996 - April 2000
Skills
Product Management, Debit Cards, Credit Cards, Financial Services, Portfolio Management, Banking, Payments, Analytics, Segmentation, Relationship Management, Financial Modeling, Strategy, Mobile Payments, Risk Management, Financial Analysis, Vendor Management, Credit, Retail Banking, Strategic Partnerships, Competitive Analysis, Cards, Electronic Payments, Finance, Payment Systems, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance
University at Albany, SUNY 1992 — 1996
BA, Economics
JPMorgan Chase July 2013 - Present
Citi July 2011 - July 2012
JPMorgan Chase June 2008 - July 2011
Bear Stearns June 2007 - June 2008
Skills
Equities, Fixed Income, Trading Systems, Web Development, User Interface, Business Analysis
Education
DeVry Institute of Technology 2001 — 2002
It diploma, Information Technology
Università per Stranieri di Perugia 1997 — 1999
Dealertrack Technologies September 2015 - Present
JPMorgan Chase June 2013 - September 2015
JP Morgan Chase December 2009 - June 2013
JPMorgan Chase February 2002 - November 2009
FairPoint Communications January 2001 - November 2001
FairPoint Communications December 1999 - January 2001
Skills
Salesforce.com, Strategy, Team Building, Employee Training, Customer Service, Vendor Management, Strategic Planning, CRM, Leadership, Business Analysis, Banking, Project Management, Performance Management, Program Management, Training
Education
University at Albany, SUNY 1991 — 1996
BA, Psychology
JPMorgan Chase October 2010 - Present
Bank of America 2010 - 2010
ITT Technical Institute 2010 - 2010
Talagy May 2008 - November 2009
University of North Florida August 2007 - May 2008
NGMS November 2005 - December 2006
Citi Cards, Citi Street March 2001 - June 2005
Seament Albania 1995 - 1995
Skills
Recruiting, Interviews, B2B, College Recruiting, Management, Training, Sales, Loans, Screening, Business Development, Salesforce.com, Human Resources, Customer Service, Strategic Planning, Account Management, Access, Vendor Management, Banking, Time Management, Mortgage Lending, Strategy, Networking, Team Leadership, Financial Analysis, Cold Calling, Microsoft Office, Research, PowerPoint, Leadership, Performance Management, Microsoft Excel, Leadership Development, Administration, Project Management, Talent Acquisition, Employee Benefits, Credit, Process Improvement, Business Analysis, Technical Recruiting
Education
University of North Florida - College of Business Administration 2005 — 2006
University of North Florida 1999 — 2003
BA
Universiteti Politeknik i Tiranës
Resources Global Professionals 2005 - Present
Federal Reserve Bank of New York 1999 - 2004
JPMorgan Chase 1991 - 1999
Skills
Process Improvement, Financial Analysis, Business Analysis, Budgeting, Accounting, Strategic Planning, Process Engineering, Financial Reporting, Auditing, Compliance, Excel, PowerPoint, Change Management, Management Consulting, Data Analysis, Word, Analysis, Vendor Relations, Operations Management, Forecasting, Customer Relations, Business Strategy, Team Leadership, Internal Controls, Vendor Management, Microsoft Office, Team Building, Problem Solving, Six Sigma, Banking, Research, SOX, FATCA, Cost Basis Reporting, Financial Services, Budgets, Sarbanes-Oxley Act, Project Management
Education
State University of New York at Albany
BA, Psychology, Business & Economics
Self - Employed January 2005 - November 2009
JPMorgan Chase November 2001 - April 2005
JPMorgan Chase October 1999 - November 2001
Education
State University of New York at Albany 1985 — 1987
B.S., Economics / Bus. Ad.
JPMorgan Chase & Co. September 2015 - Present
J.P.Morgan Global Wealth Management November 2012 - August 2015
J.P. Morgan Private Bank August 2010 - October 2012
JPMorgan Chase January 2008 - May 2010
Skills
Hedge Funds, Bloomberg, Valuation, Financial Modeling, Equities, Fixed Income, Financial Analysis, Capital Markets, Alternative Investments, Series 7, Corporate Finance, Investments, Asset Management, Private Equity, Banking, Wealth Management, Finance
Education
University at Albany, SUNY 2002 — 2006
BS, Finance & Management
Cornwall High School
Cornwall High School
Fifth Third Bank February 2015 - Present
Fifth Third Bank November 2008 - February 2015
Wachovia September 2008 - November 2008
Fifth Third Bank 2005 - 2008
JPMorgan Chase 1999 - 2005
Skills
Stress Testing, - Economic Capital, Credit Risk modeling, Operational Risk..., RAROC/Risk-adjusted..., CCAR and Dodd-Frank..., Model Validation, VBA Programming, SAS Progarmming, Model Uncertainty, Risk Appetite framework
Education
University of Chicago 1992 — 1999
PhD (ABD), Theoretical and Mathematical Physics, 4.0/4.0
Universitatea din București / University of Bucharest 1986 — 1987
Master of Science, Theoretical Physics, 10.0/10.0
Universitatea de Vest din Timișoara 1982 — 1986
Bachelor of Science, Theoretical Physics, 10.0/10.0
Schneider Electric March 2014 - Present
JPMorgan Chase July 2012 - March 2014
Amazon.com February 2008 - June 2012
Nationwide Financial 2007 - 2008
Qwest Communications 2002 - 2004
Skills
Agile, Object Oriented Design, Technical Leadership, SOA, Mobile Technology, Agile Methodologies, Agile Project Management, Java, Software Design, Software Development, REST, Distributed Systems, Scrum, Software Engineering, Scalability, Solution Architecture, Web Services, Web Applications, System Architecture, Architecture, Perl, Ruby
Education
Università degli Studi di Torino 1986 — 1990
BS, Computer Science
Università degli Studi di Torino 1986 — 1990
BS Computer Science, Computer Science
BBVA Compass November 2013 - Present
National Bank of Arizona July 2011 - March 2013
JPMorgan Chase January 2004 - December 2011
Skills
Banking, Credit, Loans, Retail Banking, Commercial Banking, Credit Analysis, Credit Risk, Commercial Lending, Consumer Lending, Mortgage Lending, Small Business Lending, Trade Finance, Branch Banking, Deposits, Risk Management
Education
State University of New York at Albany 1982 — 1986
JPMorgan Chase October 2006 - Present
Education
SUNY Albany
Master of Arts (M.A.), Criminal Justice and Corrections
University of Wisconsin-Madison
Bachelor's degree, Sociology
JPMorgan Chase February 2011 - Present
JPMorgan Chase September 2006 - January 2011
American Home Mortgage September 2005 - September 2006
Education
University at Albany, SUNY 1998 — 2002
BS, Finance/Management
JPMorgan Chase Operational Readiness ManagerJ.P. MorganJuly 2011 - Present
JPMorgan Chase November 2006 - Present
JPMorganChase 2005 - Present
JP Morgan Chase 2005 - Present
Verizon Wireless 1999 - 2001
Skills
Release Support, Business Requirements, Technical Requirements
Education
University at Albany, SUNY 1965 — 1970
BA, French/Education
University at Albany, SUNY
MA, Education
Desjardins Global Asset Management Portfolio ManagerDesjardins Global Asset Management
JPMorgan Chase 1998 - 2002
Education
Université Laval / Laval University
Master's degree, Econometrics and Quantitative Economics
State Street February 2011 - Present
ABN AMRO Bank N.V. June 2010 - February 2011
JPMorgan Chase April 2007 - May 2010
GlobeOp Financial Services, June 2006 - April 2007
Skills
Fund Accounting, Fund Administration, Derivatives, Mutual Funds, Hedge Funds, Middle Office, Bloomberg, Alternative Investments, Fixed Income, Securities, Equities, Bloomberg Terminal, Financial Reporting, Accounting, Options, Swaps, Valuation, Bonds, FX Options, Financial Statements, Interest Rate Swaps, CDS, SEC filings, VBA, Bloomberg Data License
Education
SUNY Albany
Bachelor of Business Administration (B.B.A.), Finance and Management
JPMorgan Chase March 2012 - Present
Barclays Capital October 2009 - March 2012
Merrill Lynch June 2008 - October 2009
Education
University at Albany, SUNY 2004 — 2008
B.S., Economics
RBC January 2015 - Present
CIBC April 2011 - December 2014
AGF Trust Company December 2010 - March 2011
JPMorgan Chase July 2010 - November 2010
Skills
Business Analysis, Financial Analysis, Investments, Financial Reporting, Data Analysis, Forecasting, Accounting, Risk Management, Valuation, Business Strategy, Banking, Credit, Financial Risk
Education
Université de Moncton 2007 — 2010
Bachelor of Business Administration (BBA), Finance
University of Toronto
University of Toronto
JPMorgan Chase May 2012 - Present
CB Richard Ellis September 2004 - June 2012
Cushman & Wakefield January 2003 - September 2004
InfoRockit, Inc. 2000 - 2001
Skills
Appraisals, Valuation, Land, Investors, Retail, Cash Flow, Research, Customer Relations, Real Estate, Real Estate Investment, Residential, Investment Properties, Due Diligence, Market Analysis, Property Management, Real Estate Finance, Excel, Appraisal, Commercial Real Estate
Education
State University of New York at Albany 1998 — 2002
Bachelor of Arts, Philosophy (Major), Business (Minor)
Bronx High School of Science 1994 — 1998
Regents Diploma, Science
JPMorgan Chase August 2013 - Present
JPMorgan Chase November 2011 - August 2013
JPMorgan Chase July 2010 - November 2011
Skills
SDLC, Software Project..., Agile Methodologies, Business Analysis, Requirements Gathering, Microsoft Excel, User Acceptance Testing, Visio, SharePoint, SQL
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science, General Engineering
Universitat Politècnica de València (UPV) 2008 — 2008
International Engineering Exchange Program (January- June)
JPMorgan Chase June 2003 - November 2010
Peruvision Ltd. 1993 - 2001
Skills
Credit, Banking
Education
Sprott Shaw Community College 2002 — 2002
Honors Diploma, Business Administration
1987 — 1993
Diploma, Computer Engineering
First Niagara Bank October 2006 - Present
First Niagara Bank October 2006 - Present
JPMorgan Chase March 2000 - October 2006
Education
University at Albany, SUNY 1986 — 1992
New York State Police June 2013 - Present
NYS Department of Labor, Bureau of Quality Assurance October 2009 - June 2013
Wildwood Programs October 2007 - October 2009
JPMorgan Chase June 2006 - January 2007
Skills
Program Monitoring, Quality Assurance, Government Compliance, Contract Management, Contract Review, Report Writing, Technical Assistance, Grant Review, RFP, Policy Analysis, Procedure Development, Performance Reviews, Case Management, Vocational Counseling, Workforce Development, Case Managment, Project Management, Grants, Program Development, Event Planning, Public Speaking
Education
SUNY Albany 2002 — 2006
Bachelor of Arts, Psychology
Eric Lafazan, CPA PartnerSchulman and Black, LLP, CPA1992 - 2012
Bachman, Schwartz & Abramson 1987 - 1991
JPMorgan Chase 1985 - 1987
AIG 1981 - 1985
Skills
Auditing, Tax, Tax Preparation, Financial Reporting, CPA, Accounting, Strategic Financial..., Financial Statements, Strategic Planning, Small Business, Real Estate, Financial Analysis, Nonprofits, Microsoft Office, Public Speaking, Financial Accounting, Corporate Tax, Non-profits, Financial Planning
Education
SUNY Albany 1982 — 1985
Bachelor of Science (BS), Accounting
Oppenheimer & Co. November 1993 - Present
JPMorgan Chase 1981 - 1993
Skills
Hedge Funds, Asset Management, Alternative Investments, Series 24, Series 7, Board of Directors, Operations Management, Trust Services, Project Coordination, Wealth Management..., Separately Managed..., Performance Measurement, Risk Management, Securities Regulation, Regulatory Requirements, Trading, SIFMA, Private Equity, Fund Of Funds, Offshore Funds, Series 55, Registered Funds, Mutual Funds, Commodity
Education
SUNY Albany 1976 — 1980
Bachelor of Arts (B.A.), International Economics
Kimco Realty Corporation February 2010 - June 2013
Sirona Dental Systems February 2009 - January 2010
L.I.D., Ltd. July 2000 - September 2008
JPMorgan Chase 1986 - 1989
Bankers Trust 1983 - 1986
Revlon 1980 - 1983
Skills
Accounting, Collections, Accounts Receivable, Account Reconciliation, Customer Service, Microsoft Excel, Microsoft Word, Analysis, Financial Statements, Invoicing, Public Speaking, Financial Analysis, Training, Management, Accounts Payable, Budgets, Outlook
Education
State University of New York at Albany 1975 — 1979
Bachelor of Science (B.S.), Computer Science and Applied Mathematics
1199 National Benefit Fund 2011 - Present
JPMorgan Chase September 2009 - February 2011
Skills
Management, Analysis, Finance, Access, Financial Analysis, Data Analysis, Project Management, PowerPoint, Healthcare, Budgets
Education
State University of New York at Albany 2006 — 2008
Master of Arts (M.A.), Economics
State University of New York at Albany 2002 — 2006
Bachelor of Applied Science (B.A.Sc.)
JPMorgan Chase September 2011 - Present
Education
State University of New York at Albany 1999 — 2003
Bachelor of Arts (B.A.), Economics
BNP Paribas January 2012 - Present
JPMorgan Chase 2000 - 2012
Education
University of Massachusetts, Amherst
BA, French Literature
Université Paris-Sorbonne