JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
JPMorgan Chase List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan Chase. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JPMorgan Chase Employees
JPMorgan Chase July 2014 - August 2014
Student Association of University at Buffalo February 2014 - May 2014
Dunkin Donuts January 2008 - August 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Access, Time Management, Data Analysis, Public Speaking, Team Leadership, Analysis, Customer Service, Fundraising, Teamwork, Management
Education
State University of New York at Buffalo 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
VIP Real Estate Inc. Meet clients real estate goals!Personal BankerSovereign BankAugust 2011 - April 2012
JPMorgan Chase November 2006 - August 2011
Skills
Real Estate, First Time Home Buyers, Residential Homes, Single Family Homes, Listing Homes, Homeowners, Commercial Real Estate, Communication Skills, Contract Negotiation, Real Estate Negotiating, Keen Listener, Highly Ambitious, FHA, Real Estate Transactions, Relocation, Sellers
Education
SUNY Albany 2001 — 2005
Bachelor of Science (B.S.), Business Administration
Tottenville High School
Citi June 2014 - Present
JPMorgan Chase June 2013 - June 2014
Panera Bread September 2006 - May 2013
Skills
Time Management, Word, Excel, Microsoft Office, Access, PowerPoint, Organizing, Microsoft Excel, Microsoft Word, Teamwork
Education
Baruch College 2011 — 2014
Finance, General
SUNY Albany 2008 — 2010
Sachem North High School 2004 — 2008
Advanced Regents Diploma
Barclays Investment Bank May 2007 - Present
Dresdner Kleinwort Wasserstein March 2006 - May 2007
JPMorgan Chase October 2001 - March 2006
Paul Hastings February 1999 - October 2001
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Negotiation, Editing, Team Building, Social Media, Event Planning, Accounting, Microsoft Office, Analysis, Legal Writing, Legal Research
Education
SUNY Albany
JPMorgan Chase February 2013 - Present
Education
SUNY Albany 2001 — 2006
Bachelor of Business Administration (BBA), International Business/Trade/Commerce
JPMorgan Chase November 2013 - Present
JPMorgan Chase May 2011 - November 2013
J.P Morgan Chase August 2010 - May 2011
Martin-Brower May 2010 - August 2010
Skills
Superior Client Service, Commercial Banking, Banking, Manage Client..., Financial Services, Relationship Management, Private Equity, Building Relationships, Retail Banking, Cross Selling, Hedge Funds
Education
State University of New York at Buffalo 2007 — 2010
Bachelor's Degree, Exercise Science
Private Real Estate Investor January 2000 - Present
SABADELL September 2011 - June 2014
FIRST FEDERAL BANK June 2006 - September 2010
JPMorgan Chase June 2001 - February 2006
Skills
Credit, Loans, Credit Analysis, Commercial Lending, Commercial Banking, Small Business Lending, Mortgage Lending, Portfolio Management, Credit Risk, Consumer Lending, Private Banking, Financial Analysis, Underwriting, Cash Management, Risk Management
Education
State University of New York at Albany 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Finance
SUNY Albany
JPMorgan Chase May 2013 - Present
AXA Equitable December 2011 - May 2013
Ernst & Young February 2008 - December 2011
Ernst & Young October 2000 - January 2008
Skills
Valuation, Financial Audits, Financial Accounting, Financial Reporting, Risk Management, Sarbanes-Oxley, Capital Market..., Broker-Dealer, Internal Controls
Education
SUNY at Buffalo
Bachelor of Science (B.S.), Finance / Accounting
Fidelity Investments 2011 - Present
David Lerner Associates, inc. 2009 - 2011
JPMorgan Chase May 2007 - June 2009
JPMorgan Chase July 2006 - May 2007
Beneficial Financial Group May 2005 - May 2006
Skills
Banking, CRM, Finance, Financial Analysis, Financial Services, Investments, Leadership, Loans, Management, Mutual Funds, Portfolio Management, Real Estate, Sales
Education
State University of New York at Albany 2001 — 2005
BS, Finance, Marketing
Five Star Bank July 2014 - August 2015
KeyBank November 2012 - June 2014
First Niagara Bank February 2010 - November 2012
JPMorgan Chase March 2005 - February 2010
State Farm Agent March 2004 - February 2005
Brown & Brown March 1999 - February 2003
Skills
Sales Management, Investments, Insurance, Customer Service, Customer Relations, Sales Coach, Consumer Lending, Commercial Lending, Team Management, Sales, Loans, Leadership, Coaching, Retail Banking, Credit, Banking, Management, Portfolio Management, Small Business Lending, Cross Selling
Education
University at Buffalo 1989 — 1993
English, Political Science
EverBank April 2014 - Present
PrimeLending January 2013 - April 2014
Citizens Bank April 2012 - January 2013
MetLife Home Loans 2009 - 2012
JPMorgan Chase November 1996 - November 2008
Skills
FHA, Mortgage Lending, FHA financing, Loan Servicing, Training, Funding, Commercial Mortgages, Real Estate Economics, Financial Structuring, Financial Services, FHA Financing
Education
SUNY Albany
BS, Business Administration
Morgan Stanley Smith Barney April 2010 - Present
Merrill Lynch August 2007 - April 2010
JPMorgan Chase October 2003 - May 2006
Skills
Wealth Management, Asset Allocation, Investments, Equities, Private Banking, Banking, Series 63, Portfolio Management, Strategic Financial..., Fixed Income, Insurance, Retirement Planning, Loans, New Business Development, Series 7, Securities, Credit, Asset Management, Mutual Funds
Education
SUNY Albany 1999 — 2001
Bachelor of Arts (B.A.), Economics
Fitness Fusion, LLC November 2011 - Present
JPMorgan Chase February 1999 - February 2006
J.P. Morgan 1999 - 2006
Education
SUNY Albany 1989 — 1991
Bachelor of Arts (BA), Economics
Wells Fargo March 2015 - Present
Citi Bank August 2014 - March 2015
JP Morgan Chase March 2013 - July 2014
JPMorgan Chase June 2012 - July 2014
Citizens Bank October 2011 - May 2012
Adaptive Marketing Strategies August 2010 - April 2011
AT&T Mobility August 2009 - August 2010
Skills
Customer Service, B2B, Interviews, Leadership, Sales, Sales Management, Management, Finance, Financial Services, Cold Calling, Credit, Portfolio Management
Education
SUNY at Buffalo 2003 — 2008
Bachelor's degree, Hospitality Administration/Management
Lewiston Porter High School 1999 — 2003
Regents, Regents
Commonwealth Bank October 2014 - Present
TD 2012 - May 2014
Deutsche Bank 2004 - 2012
Citi 1998 - 2004
Citi 1996 - 1998
JPMorgan Chase 1993 - 1996
Skills
Foreign Exchange, Trading, G-10 Currencies, Sales Trader, Technical Analysis, Portfolio Management, Investments, FX trading, Currency, Financial Risk, Hedge Funds, Proprietary Trading, FX Options, Options, Hedging, FX Trading, Financial Markets, Derivatives, FX Hedging, FX Spot, FX Swaps
Education
University at Buffalo 1984 — 1989
Bachelor's Degree, BS, Business Administration
IBM April 2015 - Present
IBM July 2014 - April 2015
JPMorgan Chase August 2011 - April 2014
SAP January 2010 - August 2011
SAP January 2008 - December 2009
SAP July 2006 - December 2007
Appraisal.com October 2004 - July 2006
After 50 Publishing 2003 - 2004
Buffalo Spree Publishing 2002 - 2003
Skills
Digital Marketing, Digital Strategy, Agile Application..., Web Analytics, SEM, Strategy, PPC, Integrated Marketing, Management, Marketing, Direct Marketing, Social Media, Strategic Partnerships, Analytics, Marketing Strategy, E-commerce, Demand Generation, Google Adwords, Online Marketing, Google Analytics, Market Research, Leadership, Content Strategy, Advertising, Content Management, CRM, Lead Generation, Omniture, Online Advertising, Mobile Marketing, Email Marketing, Social Media Marketing, Multivariate Testing, SEO, Web Marketing, Enterprise Software, Competitive Analysis, User Experience, Content Development, Multi-channel Marketing, Product Management, Mobile Devices, Mobile Applications, Adobe Omniture Suite..., Google Web Optimizer, Adobe Test and Target, Partner Marketing, PPC Optimization, Marketing Communications, Project Management
Education
NYU Stern School of Business 2012 — 2015
MBA, 2015
University at Buffalo 1998 — 2002
BA, english, communications, management
BNY Mellon May 2014 - Present
UBS Investment Bank June 2001 - June 2013
GE Capital September 1997 - June 2001
JPMorgan Chase January 1990 - September 1997
Brown & Wood (Sidley Austin) August 1985 - December 1989
Skills
Capital Markets, Securities, Fixed Income, Investment Banking, Treasury, Corporate Finance, Due Diligence
Education
University of North Carolina School of Law 1982 — 1985
Doctor of Law (J.D.)
State University of New York at Albany 1979 — 1982
Bachelor of Science (BS), Accounting
Long Island InfraGard: FBI Public Private Partnership April 2013 - Present
JPMorgan Chase June 2014 - July 2015
Global Elite Group December 2013 - June 2014
Nassau County Police Department September 2013 - December 2013
Skills
Counterterrorism, Emergency Management, Security, Homeland Security, Crisis Management, Security Management, Security Operations, Government, Intelligence, Criminal Justice
Education
Long Island University-Homeland Security Management Institute 2012 — 2014
Master of Science (M.S.), Homeland Security Management
State University of New York at Albany 2007 — 2011
Bachelor of Arts (B.A.), History
MetLife January 2014 - Present
JPMorgan Chase October 2011 - April 2013
Elmwood Village Association 2009 - 2010
University at Buffalo 2008 - 2010
SUNY at Buffalo: Capital Facilities & Space Planning March 2006 - August 2006
Skills
Data Analysis, Public Policy, Case Managment, Customer Support, Urban Planning, Qualitative Research, Quantitative Research, Grant Writing, Mortgage Banking, Database Admin, Database Management, Grant Coordination, Consumer & Community..., Loan Servicing & Default, Strategic Planning, Community Development, Leadership, Policy, Training, Microsoft Word, Process Improvement, Staff Development, Leadership Development, Public Speaking, Analysis, Research, Project Planning, Case Management, Program Management, Program Development, Nonprofits, Governance, Microsoft Excel
Education
SUNY at Buffalo 2008 — 2010
M.U.P, Master's in Urban Planning
SUNY at Buffalo 2004 — 2008
Bachelor of Art, Urban & Public Policy
Brooklyn Technical High School
Regents Diploma, Architecture
S&B Scheer Associates November 2010 - March 2012
Data Path Inc. June 2010 - November 2010
Bloomberg October 2008 - March 2009
JPMorgan Chase July 1997 - December 2007
JPMorgan Chase June 1997 - July 2004
Verizon 1998 - 1999
Lloyd Staffing 1996 - 1996
Cantor Fitzgerald 1994 - 1995
Smith Barney 1993 - 1994
ERI 1990 - 1992
Skills
Project Management, Asset Managment, Vendor Management, Networking, Technical Support, Troubleshooting, Data Center, Cisco Technologies, Customer Support, Cabling, Disaster Recovery, Management, Databases, Testing, Leadership, Microsoft Exchange, Software Installation, Hardware, Training
Education
University at Buffalo 1984 — 1988
BA, Computer Science, Sociology
JPMorgan Chase August 2014 - Present
Morgan Stanley 2010 - August 2014
Morgan Stanley 2009 - 2010
Morgan Stanley 2003 - 2008
GoAmerica Communications 1997 - 2003
National Academy Press 1995 - 1997
Skills
Security, Computer Security, Information Security, Risk Management, Information Technology, Management, Unix, Firewalls, Information Security..., System Administration, IT Operations, Project Management, Integration, Security Operations, Leadership, Software Development, Network Security, Security Policy, CISSP, Incident Management, Financial Services, Financial Risk, IT Service Management, Information Security..., Security Awareness, IT Governance, Unix Administration, Global Management, Solution Design, IT Risk, Risk, Partnering, Distributed Team..., Leading Diverse Teams, Service Delivery, Execution, Getting The Job Done, Getting the Best Out Of..., Large-scale Data..., Turnaround Experience, Staff Development
Education
State University of New York at Buffalo
MA, Physics
State University of New York at Buffalo
BS, Physics, Mathematics minor
The Anna and Philip Kimmel Foundation/ Kimmel Housing Development Foundation September 2014 - Present
Village of Freeport April 2014 - Present
JPMorgan Chase February 2010 - October 2013
Freeport Free Lunch and Summer Reading Program 2012 - 2012
Village of Freeport 2009 - 2010
Skills
Financial Analysis, Investments, Risk Management, Data Analysis, Manage Client..., New Business Development, Customer Service, Business to business, Research, Community Development, Consumer Lending, Banking, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Loan Origination, Community Outreach
Education
State University of New York at Albany
BA, Urban Planning
JPMorgan Chase September 2013 - February 2015
JPMorgan Chase November 2011 - May 2013
Citi 2013 - 2013
We Language International LLC June 2009 - November 2011
Bank of America - Merrill Lynch 2008 - 2008
China Construction Bank 2007 - 2007
Skills
Portfolio Management, Asset Managment, Leadership, Financial Modeling, Investments, Fixed Income, Valuation, Finance, Asset Management, Investment Banking, Equity Research, VBA, Market Risk, Banking, Financial Analysis
Education
State University of New York at Buffalo 2007 — 2009
Master, Financial Economics
AIG May 2010 - Present
AIG January 2009 - July 2010
AIG February 2008 - December 2008
JPMorgan Chase April 2004 - January 2008
Bank One January 1999 - March 2004
JP Morgan December 1990 - December 1998
ADP September 1989 - November 1990
PepsiCo November 1984 - August 1989
Arthur Andersen & Co July 1979 - October 1984
US Air Force November 1971 - May 1977
Skills
Risk Management, Program Management, Vendor Management, Strategy, Integration, Management, Project Management, Business Planning, Team Leadership, Finance, Financial Reporting, Portfolio Management, Financial Services, Software Development, Investments, SDLC, PMO, Project Portfolio..., Talent Management, Business Analysis, Restructuring, IT Strategy, Business Process...
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance & International Business
University at Albany, SUNY 1977 — 1979
BS, Accounting
The Prout Group July 2009 - Present
JPMorgan Chase October 1993 - September 2001
Skills
Recruiting, Executive Search, Succession Planning, Management Consulting, Onboarding, Talent Acquisition, Talent Management, Strategic Planning, Organizational..., Mergers & Acquisitions, Career Development, Sourcing, Employee Engagement, Executive Coaching, Performance Management, Applicant Tracking..., Organizational Design, Interviews, Workforce Planning, Organizational..., Deferred Compensation, Consulting, HR Consulting, Personnel Management, Career Management, Career Counseling, Human Resources, Temporary Placement, College Recruiting
Education
SUNY at Buffalo
Bachelor's degree, Special Education and Teaching
PwC July 2015 - Present
PwC October 2013 - June 2015
JPMorgan Chase April 2011 - May 2012
Tekmark Global Solutions October 2010 - May 2012
Steigeisen June 2009 - August 2009
University at Buffalo August 2007 - December 2008
Skills
IT Consulting, Consulting, Project Management, ITIL v3 Foundations..., Microsoft Project, Financial Services, Unix, Wily Introscope, Red Hat Linux, Shell Scripting, Operating Systems, Management, Windows Server, Networking, Integration, Windows, Business Analysis, Software Installation, Programming, Microsoft Office
Education
University at Buffalo
Bachelor of Science, Computer Engineering, Cum Laude
MJX Asset Management February 2015 - Present
MJX Asset Management, LLC October 2006 - January 2012
Silver Point Capital 2004 - 2005
JPMorgan Chase 1999 - 2004
Skills
Portfolio Management, Structured Finance, Forecasting, Analysis, Management, Cash Management, Operations Management, Financial Structuring, Trading, Account Reconciliation, Mutual Funds, Internal Audit
Education
University at Albany, SUNY 2006 — 2007
University of Houston 1996 — 2003
Standard and Poor's/ McGraw Hill Financial June 2013 - Present
ASME 2006 - May 2013
JPMorgan Chase 2005 - 2006
Citi 2002 - 2004
Skills
Lectora Inspire, Captivate, RoboHelp, Visio, SharePoint, Axure, SnagIt, Microsoft CRM, MadCap Flare, Adobe Presenter, Blackboard
Education
University of Pittsburgh 1996 — 1998
Graduate Course Work, English Language and Literature/Letters
SUNY at Buffalo 1995 — 1996
Master's degree, Comparative Literature
Sumitomo Mitsui Trust Bank April 2013 - Present
First New York Securities March 2010 - June 2012
Tullett Prebon November 2002 - March 2010
JPMorgan Chase September 2000 - October 2002
Flemings 1999 - 2000
Skills
Volunteer Leadership, Entrepreneur, Spanish, Fixed Income, Investments, Derivatives, Capital Markets, Investment Banking, Risk Management, Bloomberg, Private Equity, Middle Office, Back Office, Account Reconciliation, Bloomberg Terminal, Bonds, Commodity, Corporate Actions, Corporate Finance, Equities, Equity Trading, FINRA, Financial Analysis, Finance, Financial Markets, Portfolio Management, Securities, Options, Series 63, Series 7, Settlement, Swaps, Trading, Trading Systems, Volunteering
Education
University at Buffalo 1995 — 1999
Bachelor, Communications
A Philip Randolph
AIG October 2012 - Present
Citigroup May 2009 - November 2012
Citigroup November 2008 - April 2009
Citigroup July 2005 - November 2008
ACE January 2004 - February 2005
JPMorgan Chase December 1999 - April 2004
Morgan Stanley July 1996 - December 1999
Standard & Poor's September 1992 - June 1996
Skills
Management, Marketing Communications, Equities, Media Relations, Crisis Communications, Capital Markets, Marketing, Financial Services, Financial Communications, Public Relations, Alternative Investments, Advertising, Spokesperson, Financial Markets, Thought Leadership, Investor Relations, Strategy, Copy Editing, Strategic Communications, Corporate Communications, Internal Communications, Banking, Press Releases, Crisis Management, Editing, Hedge Funds, Private Equity, Asset Management
Education
University at Buffalo 1980 — 1984
BA, Communications
Fidelity Investments January 2014 - Present
JPMorgan Chase November 2012 - October 2013
JP Morgan Chase April 2011 - October 2012
Fidelity Investments December 2010 - April 2011
Fidelity Investments January 2010 - May 2010
UBS Wealth Management October 2008 - April 2009
TD Waterhouse December 2004 - July 2007
Skills
Wall Street Concepts, ADP Brokerage Operating..., Micro Bank, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Tax Returns, Tax Reporting, Cost Basis Reporting, Asset Management, Facilities Management, 1099 Preparation, Investment Banking
Education
University at Albany, SUNY 1996 — 2000
Bachelor of Arts, Criminal Justice
Microsoft August 2015 - Present
JPMorgan Chase July 2014 - August 2015
Resolution Media at PHD June 2013 - July 2014
Resolution Media at PHD October 2012 - May 2013
Universal Music Group June 2011 - September 2011
New York Life Insurance Company June 2011 - August 2011
Regent's Review May 2011 - June 2011
Kirschenbaum & Phillips, P.C. May 2010 - September 2010
Andel's Delicatessen October 2009 - December 2009
Timber Lake Camp June 2006 - September 2009
Skills
Microsoft Excel, Marketing Strategy, Marketing Communications, Product Marketing, Music, Sports Marketing, Sports, Retail, Stock Market, Advertising, Marketing, Sales, SEM, PPC, Google Adwords, Digital Strategy, Facebook, Social Media Marketing, Digital Marketing, Online Marketing, Social Media
Education
State University of New York at Buffalo 2008 — 2012
Bachelor of Science (BS), Marketing
Syosset Senior High School 2004 — 2008
Exit Kingdom Realty March 2015 - Present
JPMorgan Chase January 2012 - February 2015
Memorial Sloan Kettering Cancer Center November 2010 - December 2011
Skills
Fluent in English and..., Proficient with..., Finance, Event Planning, Customer Service, Banking, Management, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Research, Spanish, Insurance, Investments
Education
State University of New York at Albany 2004 — 2009
Bachelor's Degree, Criminal justice and American history
JPMorgan Chase September 2013 - Present
JPMorgan Chase 2011 - September 2013
The Equity House 2009 - 2011
MarketStar 2008 - 2009
Skills
Banking, Microsoft Office, Customer Service, Microsoft Excel, Risk Management, Process Improvement, Finance, Strategic Planning, PowerPoint, Project Management, Leadership, Access, Data Analysis, Team Building, Team Leadership, Customer Satisfaction, Sales, Mortgage Lending, Coaching, Loans, Management, Public Speaking, Event Planning
Education
University at Albany
Bachelor of Science (B.S.), Business Administration, Management and Information Technology Management
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase & Co. December 2014 - January 2015
JPMorgan Chase June 2014 - August 2014
JPMorgan Chase & Co. December 2013 - January 2014
JPMorgan Chase & Co. June 2013 - August 2013
JPMorgan Chase & Co. June 2011 - August 2011
Skills
Entrepreneurship, Public Speaking, Leadership, Investments, Strategic Planning, Community Outreach, Marketing Strategy
Education
State University of New York at Buffalo 2012 — 2016
Bachelors of Arts, Political Science and Government, Junior
JPMorgan Chase March 2011 - Present
JPMorgan Chase September 2009 - March 2011
Wilshire State Bank July 2009 - September 2009
Nara Bank January 2009 - July 2009
Skills
Small Business Lending, Commercial Lending, Loans, Credit, Commercial Banking, SBA, Banking, Credit Analysis, Commercial Mortgages, Cross Selling, Relationship Management, Credit Risk, Management, Risk Management, Financial Services, Sales, Finance
Education
SUNY at Buffalo 2003 — 2008
B.A., Communication
New York University - School of Professional Studies 2014 — 2015
Credit Analysis, Finance
Envoy Mortgage October 2014 - Present
Headway Workforce Solutions May 2013 - August 2014
JPMorgan Chase February 2012 - May 2013
JPMorgan Chase September 2011 - February 2012
JPMorgan Chase May 2010 - September 2011
JPMorgan Chase January 2003 - May 2010
Skills
Financial Analysis, Credit, Banking, Microsoft Excel, Microsoft Office, Photoshop, Illustrator, Analysis, Dreamweaver, Underwriting, Mortgage Lending, Loans, Software Documentation, Management, Negotiation, Loss Mitigation, Leadership, Mortgage Banking, Financial Risk, Default, Loan Modifications, Training, Microsoft Word, PowerPoint, Foreclosures, Mortgage Underwriting, Short Sales, Coaching, Finance, Residential Mortgages, Credit Analysis, Lines Of Credit, Mortgage Servicing, Loan Origination
Education
University at Buffalo 1997 — 2002
Bachelor of Arts (B.A.), Communication, General
Macy's March 2015 - Present
Career Wingman April 2013 - Present
Estee Lauder September 2011 - March 2013
Accenture Interactive November 2006 - September 2011
Mediacom June 2004 - November 2006
JPMorgan Chase June 2003 - May 2004
Skills
Brand Management, Marketing Strategy, Project Management, Ruby on Rails, HTML5, CSS, Bootstrap, PostgreSQL, Amazon S3, Heroku, Git, Analytics, Marketing, Business Strategy, Customer Insight, Digital Marketing, Management, Strategy, Competitive Analysis, SEO, Market Research, Strategic Partnerships, Integrated Marketing, Consulting, Online Advertising, Social Media Marketing, Digital Strategy, Digital Media, Social Media
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy, Marketing & Leadership
State University of New York at Buffalo 1999 — 2003
Bachelor of Arts (BA), Communication
Bessemer Trust September 2014 - Present
Northern Trust August 2005 - August 2014
JPMorgan Chase February 1982 - July 2005
Texaco Inc. September 1980 - February 1982
Skills
CPL, High Net Worth..., Leases, Gas, Petroleum, Due Diligence, Management, Business Strategy, Asset Management, Investments, Wealth Management, Energy Industry, Wealth Management..., Asset Allocation, Alternative Investments, Mergers & Acquisitions, Contract Negotiation, Strategic Planning
Education
SUNY at Buffalo 1974 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
Sweet Home High School
NYISO May 2012 - Present
NYISO June 2011 - May 2012
JPMorgan Chase June 2008 - October 2010
Skills
Access, Business Process..., Business Analysis, Management Consulting, Data Analysis, Business Intelligence, Process Improvement
Education
University at Albany, SUNY 2011 — 2012
Pace University - Lubin School of Business 2005 — 2007
BBA in Finance, Econometrics
Credit Suisse July 2015 - Present
Credit Suisse September 2008 - July 2015
Credit Suisse September 2008 - July 2014
Merrill Lynch November 2005 - September 2008
JPMorgan Chase September 1996 - November 2005
Coopers & Lybrand September 1991 - August 1996
Skills
Investment Banking, Fixed Income, Financial Modeling, Portfolio Management, Prime Brokerage, Auditing, Finance, Trading Systems, Capital Markets, Derivatives, Equities, Risk Management, Strategic Financial..., Analysis
Education
University at Buffalo 1987 — 1991
B.S., Accounting
J.P. Morgan December 2014 - Present
JPMorgan Chase October 2012 - Present
Piro/Ogilvy April 2012 - October 2012
Credit Suisse May 2007 - April 2012
HSBC Securities October 2004 - May 2007
Lehman Brothers Inc. Trustee September 1997 - October 2004
Skills
Capital Markets, Financial Services, Hedge Funds, Securities, Investment Banking, Equities, Series 7, Banking, Loans, Alternative Investments, Relationship Management, Private Equity, Portfolio Management, Mutual Funds, Credit, Financial Markets, Trading, Investments, Asset Managment, Fixed Income
Education
University at Buffalo
Bachelor of Science, Business Mangement with a concentration in Marketing
Deloitte August 2015 - Present
Deloitte February 2005 - August 2015
JPMorgan Chase 2002 - 2005
Merill Lynch 2000 - 2002
Skills
Management Consulting, Risk Management, Financial Analysis, Financial Modeling, Enterprise Risk..., Valuation, Business Process..., Corporate Finance, Strategy, Due Diligence, Business Analysis, Sarbanes-Oxley Act, Internal Controls, Analytics, Financial Risk, Business Strategy, Mergers & Acquisitions, Program Management, IT Strategy
Education
University at Buffalo 1995 — 2000
Bachelor's degree, Business Administration
University at Buffalo 1995 — 2000
Bachelor's degree, Economics
Traphagen Financial Group January 2013 - Present
JPMorgan Chase September 2011 - January 2013
Skills
Investments, Finance, Portfolio Management, Customer Service, Securities, Retirement, Microsoft Excel, Sales, Microsoft Office, College Education...
Education
SUNY Albany
Finance & Information Technology Management
JPMorgan Chase April 2014 - Present
PwC March 2011 - March 2014
Ropes & Gray LLP April 2010 - March 2011
PricewaterhouseCoopers September 2008 - April 2010
Skills
Litigation Support, Computer Forensics, Forensic Analysis, EnCase, Lotus Notes, Information Security, Active Directory, Risk Management, Financial Modeling, Information Management, Visio, Enterprise Risk..., Sarbanes-Oxley Act, Information Technology, Information Security..., Business Process..., Governance, IT Strategy, Internal Audit, Internal Controls, Microsoft Office
Education
State University of New York at Albany 2004 — 2008
Computer and Information Sciences, General
CBRE June 2012 - Present
Kennelly Development Company July 2007 - September 2011
JPMorgan Chase January 2006 - September 2006
Skills
Financial Analysis, Financial Modeling, Accounting, Microsoft Excel, Finance, Insurance, PowerPoint, Microsoft Word
Education
University at Albany, SUNY 2003 — 2007
Bachelor of Science, Business major, Economics minor
University at Albany SUNY
BS, Business; Finance and Management; Mathematics
Xavier High School 1999 — 2003
OppenheimerFunds June 2015 - Present
JPMorgan Chase September 2013 - June 2015
Bank of Tokyo-Mitsubishi UFJ February 2008 - September 2013
Lehman Brothers January 2007 - February 2008
IASG December 2004 - December 2006
Skills
Microsoft Office, PeopleSoft, Visio, Citrix, Strategic Planning, Strategic Sourcing, Strategic Negotiations, Project Management, Organizational..., Program Oversight, Third Party Vendor..., Vendor Management, Process Improvement, Sourcing, Change Management, Program Management, Banking, Leadership, Business Analysis, Management, Finance, Financial Services, Risk Management
Education
Saint Peters University 2011 — 2013
Masters of Business Administration, Risk Management
University at Albany, SUNY 2002 — 2006
BA, Philosophy
Tottenville HS 1998 — 2002
JPMorgan Chase August 2011 - Present
New York Life Insurance Company September 2006 - June 2011
New York Life Insurance Company 1994 - 2002
Skills
Financial Services, Insurance Risk..., Procurement, Strategic Sourcing, Corporate Insurance, Strategy, Insurance
Education
State University of New York at Albany
Bachelor of Arts (BA), Economics
Hofstra University 1995 — 1997
Master of Business Administration (MBA), Finance, General
VSI Energy Solutions 2012 - 2015
Avcom Systems - Consulting April 1993 - December 2011
SunGard Financial Systems February 2011 - August 2011
ShredStation Inc December 2007 - May 2009
JPMorgan Chase April 2007 - November 2007
UBS Investment Bank October 1997 - May 2006
Vanguard March 1993 - October 1997
Ortho Clinical Diagnostics May 1992 - June 1993
Ortho Pharmaceutical February 1991 - March 1993
Skills
Technology Sales, CRM software, Product Support, Data Warehousing, Client Relationship..., Client Retention, System Architecture, Application Development, Mobile Applications, Trading Systems, Professional Services, Sales Support, Client Development, Technical Architecture, Technology Development, Civil Aviation, Software Engineering, Digital Electronics, Software Development, Disaster Recovery, CRM, Sales, Unix, Databases, Sales Operations, Customer Retention, Business Intelligence, Testing, Program Management
Education
State University of New York at Buffalo
BS, Electrical and Computer Engineering
GlobalData February 2014 - Present
GlobalData July 2012 - February 2014
IQPC April 2011 - July 2012
IQPC/IDGA August 2009 - April 2011
IQPC September 2007 - August 2008
IQPC September 2007 - March 2008
JPMorgan Chase December 2006 - September 2007
Skills
Retail, Copywriting, Integrated Marketing, Business Networking, Competitive Analysis, New Business Development, Business Development, Account Management, Sales, Lead Generation, Salesforce.com, Sales Management, Sales Process, International Sales, Strategic Planning, Event Management, Management, Business Strategy, Marketing, Selling, Marketing Strategy, Email Marketing, Strategic Partnerships, Trade Shows, B2B, Negotiation, CRM, Forecasting, Sales Operations, Leadership, Analysis, Market Research, Strategy, Market Analysis, Direct Sales, Business Intelligence, Marketing Management
Education
State University of New York at Albany 1999 — 2003
Bachelor of Arts, English
JPMorgan Chase August 2011 - Present
Year Up March 2011 - Present
The Cheesecake Factory May 2007 - August 2007
Outback Steakhouse January 2006 - January 2007
Skills
PowerPoint, Access
Education
Year Up Inc 2011 — 2011
Financial Operations
University at Albany 2007 — 2009
no, Biology
Achieve3000 August 2015 - Present
JPMorgan Chase January 2013 - August 2015
Reed Elsevier December 2011 - December 2012
GMAC Mortgage June 2011 - December 2011
Alloy Media + Marketing December 2007 - April 2011
Alloy Media + Marketing December 2003 - December 2007
Alloy Media + Marketing May 2001 - December 2003
Alloy Media + Marketing May 1999 - May 2001
Taos Mtn. Software October 1998 - March 1999
RERC-TET University at Buffalo May 1997 - May 1998
Skills
JavaScript, Tomcat, Spring, Java, Hibernate, Agile Methodologies, Subversion, Content Management, Struts, Velocity, SQL, MySQL, MongoDB, Alfresco, Maven, Ant, Spring MVC, Spring Data, Oracle SQL, Neo4j, HTML/XML, CSS3, Ruby, Ruby on Rails, Interwoven OpenDeploy, interwoven TeamSite, Jetty, Nginx, JPA, CVS, Git, Bazaar, Clojure, Concurrent Programming
Education
University at Buffalo 1994 — 1998
BA
JPMorgan Chase July 2008 - August 2009
Citibank September 2005 - June 2008
NBTY January 2005 - July 2005
Emmis Communications June 2002 - December 2004
Education
University at Albany, SUNY 2003 — 2005
Master of Arts, Africana Studies
University at Albany, SUNY 1999 — 2003
Bachelors of Arts, English
Brentwood High School
University at Albany
B.A; M.A, English/Africana Studies; Africana Studies 2005
City of Rochester April 2014 - Present
Xerox November 2013 - Present
ConServe 2012 - 2013
JPMorgan Chase 2011 - 2012
Law Office of Lindy Korn 2011 - 2011
Skills
Credit, Customer Service, Loans, Mortgage Lending, Call Centers, Microsoft Excel, Microsoft Office, Portfolio Management, Banking, Data Entry, Microsoft Word, Outlook, Sales, Training, PowerPoint, Investments, Insurance, Finance, Access, Credit Analysis, Social Networking, Critical Thinking, Reading, Research, Drama, Humor, Teamwork
Education
University at Buffalo 2008 — 2010
Bachelor of Arts (B.A.), Fine and Studio Arts, 3.568
Genesee Community College 2003 — 2007
Associate of Science (AS), Liberal Arts and Sciences, General Studies and Humanities
UBS April 2011 - Present
Liberty Mutual Insurance February 2009 - July 2010
JPMorgan Chase September 2006 - October 2008
Union Federal Mortgage Corporation April 1999 - September 2006
Skills
Series 63, Banking, Customer Service, Mutual Funds, Wealth Management, Credit, Investments, Securities, Insurance, Business Analysis, Microsoft Office, Series 6, Asset Management, Microsoft Excel, Asset Managment, Customer Relations, Excel, Back Office, Compliance, Word, Series 7, Equities, Finance, Financial Services, Microsoft Word, Retirement Planning, Financial Analysis, Risk Management
Education
University at Buffalo 2003 — 2005
Bachelor of Business Administration (BBA)
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
China Construction Bank (Asia) Corporation Ltd. March 2014 - May 2015
JPMorgan Chase November 2013 - December 2013
KBC Bank & Verzekering August 2011 - September 2013
HSBC Private Bank July 2011 - August 2011
TD Bank Group May 2011 - July 2011
Citi August 2010 - May 2011
AMERICAN EXPRESS November 2007 - July 2008
Sumitomo Mitsui Banking Corporation February 2007 - October 2007
Franklin Templeton Investments August 2006 - January 2007
Skills
AML, USA PATRIOT Act, Bank Secrecy Act, KYC, OFAC, Fraud, Financial Risk, Banking, Risk Management, Due Diligence, Risk Assessment, Securities, Operational Risk, Retail Banking, Investigation, Payments, Transaction Processing, Regulations, Private Banking, Anti Money Laundering, Credit, Financial Institutions, Internal Audit, Finance, Operational Risk..., Hedge Funds, Financial Services, Certified Anti-Money..., Financial Regulation, Private Investigations, Correspondent Banking, Credit Risk, Credit Cards
Education
University at Buffalo 1986 — 1992
B.A, Geography- Specializing in International Business /World Commerce
University at Buffalo
Bachelor's degree, International Business-Geogrphy
HomeAway.com June 2013 - Present
TXRD 2007 - 2015
TXRD 2007 - 2015
Convio March 2009 - June 2013
Uplogix January 2007 - March 2009
Convio October 2004 - December 2006
NurseXchange March 2004 - September 2004
JPMorgan Chase May 2002 - May 2004
Myrdin Technology September 1999 - February 2004
Citigroup 2000 - 2001
Skills
Ruby, Perl, Test Automation, Testing, HTML, Programming, JavaScript, SQL, Linux, Unix, MySQL, Automation, Watir, Photography, Lightroom, Software Development, Test Planning, Agile Methodologies, Software Design, Software Quality..., Scrum, Databases, Software Project..., CSS, C, Quality Assurance, Software Engineering, Subversion
Education
SUNY at Buffalo 1986 — 1990
BS, Computer Science
JP Morgan June 2004 - Present
JPMorgan Chase 2002 - June 2004
Education
State University of New York at Albany 1995 — 1999
Bachelor of Arts (B.A.), Economics
Credit Suisse February 2010 - Present
Merrill Lynch February 2007 - February 2010
JPMorganChase July 2002 - February 2007
JPMorgan Chase 2002 - 2007
Salomon Smith Barney September 2001 - May 2002
Bear Stearns June 1999 - September 2001
Citigroup Venture Capital June 1997 - September 2001
Skills
Six Sigma, Strategic Planning, Business Strategy, Risk Management, Cross-functional Team..., Business Process..., Visio, Project Management, Process Improvement, Financial Analysis, IT Strategy, Process Engineering, Management Consulting, Microsoft Excel, Operations Management, Business Analysis, Change Management, Lean Manufacturing, SDLC, Middle Office, Interest Rate..., Program Management, Derivatives, Banking, Analysis, PMO, Credit Derivatives, Prime Brokerage, Vendor Management
Education
State University of New York at Albany 1998 — 2002
Bachelors of Science, Economics and Business Management (Latin American Studies Minor)
UBS Investment Bank July 2014 - Present
UBS Investment Bank March 2010 - July 2014
Credit Suisse June 2007 - March 2010
Credit Suisse October 2008 - March 2009
Deutsche Bank November 2004 - June 2007
JPMorgan Chase January 2004 - November 2004
American Portfolios June 2003 - August 2003
American Express Financial Advisors November 2002 - May 2003
Skills
Risk Management, Trading
Education
University at Buffalo 1997 — 2002
Finance
WellCare July 2006 - Present
JPMorgan Chase October 2001 - June 2006
Humana 1990 - 2001
Skills
Medicare, Copywriting, Marketing Communications, Strategic Planning, Newsletters, Internal Communications, Advertising, Email Marketing, Direct Mail, Direct Marketing, Press Releases, Corporate Branding, Content Management, Brand Development, Creative Direction, Public Relations, Corporate Communications, Media Relations, Strategic Communications, Marketing, Team Building, Creative Writing, Copy Editing
Education
University at Albany, SUNY
JPMorgan Chase & Co. January 2009 - July 2015
JPMorgan Chase July 2003 - December 2008
JPMorgan Chase June 2000 - June 2003
Chase Manhattan Bank January 1998 - May 2000
Skills
Corporate Finance, Account Reconciliation, Accounting, Fixed Income, Analysis, Equities, Derivatives, Risk Management, Financial Modeling, Banking, SAP, Management, Windows, Operating Systems, Hyperion Enterprise, Hedge Funds, Bloomberg, Budgets, Microsoft Office, Credit Derivatives, Outlook, Lotus Notes, Operational Planning, Flow Charts, Rumba, AXIOM, Mathematical Analysis, CDGL, SAP BPC, Anti Money Laundering, Federal & State...
Education
State University of New York at Albany
Bachelor’s Degree, Major Mathematics- Minor: Sociology Global Studies
Orbis Transportation March 2014 - Present
T. R. Winston & Company April 2013 - February 2014
John Thomas Financial February 2012 - February 2013
JPMorgan Chase 2010 - February 2012
Cresta Capital Strategies, LLC October 2006 - 2010
GUNNALLEN FINANCIAL, INC April 2005 - October 2006
Sigma Alpha Mu 1991 - 1995
Skills
Equities, Mergers & Acquisitions, Mergers, Strategy, Corporate Finance, Finance, Start-ups, Investment Banking, Investments, Business Development, Entrepreneurship, Banking, Trading, Business Planning, Private Equity, Asset Management, Venture Capital, Management, Due Diligence, Portfolio Management, Valuation, Loans, Capital Markets, Financial Modeling, Leadership, Private Placements
Education
University at Buffalo 1990 — 1994
Yelp May 2014 - Present
Self-Employed November 2013 - Present
JPMorgan Chase July 2009 - February 2011
Skills
Mortgage Lending, Banking, Credit Risk, Fixed Income, Sales, Training, Financial Analysis, Customer Retention, New Business Development, Customer Acquisition
Education
University at Buffalo 2002 — 2006
SUNY BUFFALO
Management; Finance & Business Management
JPMorgan Chase October 2013 - Present
Imagine Software March 2007 - September 2013
Goldman Sachs August 2005 - September 2006
Deutsche Bank 1998 - 2005
Smith Barney 1996 - 1997
New York Law Journal January 1996 - December 1996
Skills
Perl, Trading Systems, Market Data, Unix, Solaris, Electronic Trading, Sybase, Programming, Unix Shell Scripting, Fixed Income, SDLC, Shell Scripting, High Availability, Disaster Recovery, Red Hat Linux, Valuation, Investments, Distressed Debt
Education
State University of New York at Buffalo 1990 — 1994
BS, Computer Science
JPMorgan Chase July 2013 - Present
JP Morgan Chase April 2010 - July 2013
Citi May 2008 - April 2010
HSBC February 2006 - May 2008
Harmac Medical Products June 2005 - August 2005
Skills
Analytics, Risk, Statistics, Optimization, Credit, Optimizations, Financial Risk, Credit Risk, Strategy Creation
Education
University at Buffalo 2004 — 2006
MS, Industrial Engineering
VJTI (University of Mumbai) 2000 — 2004
B.E., Mechanical Engineering
Stearns Lending October 2013 - Present
Wells Fargo Home Mortgage October 2011 - October 2013
Luther Burbank Savings May 2011 - October 2011
OneWest Bank September 2010 - April 2011
Wells Fargo Home Mortgage March 2009 - August 2010
Spherion February 2009 - March 2009
JPMorgan Chase July 2000 - July 2008
CitiMortgage 1998 - 2000
COLUMBIA EQUITIES MORTGAGE CORP January 1997 - January 1998
Mahopac National Bank 1995 - 1997
Skills
Mortgage Underwriting, Loans, Underwriting, Mortgage Lending, Banking, Refinance, Portfolio Management, Mortgage Banking, FHA, Finance, Training, USDA, Credit, Small Business Lending, Coaching, Credit Risk, Residential Mortgages, Consumer Lending, Loss Mitigation, Loan Servicing, Team Management, Management, Relationship Management, FHA financing, Mortgage Servicing, Sales, Risk Management, Loan Origination, Commercial Lending, Financial Services, Customer Service, Credit Analysis, VA loans, Time Management, Financial Risk, Executive Management, Team Leadership, Commercial Banking
Education
University at Buffalo 1989 — 1992
Daedalus Advisors, Inc. June 2009 - Present
TrackBets International, Inc. 2007 - June 2009
JPMorgan CHase 1995 - 2006
JPMorganChase 1995 - 2006
JPMorgan 1995 - 2006
Chase 1995 - 2006
Skills
Banking, Product Management, Leadership, Public Speaking, Risk Management, Investment Banking, Financial Modeling, Portfolio Management, Program Management
Education
University at Buffalo
Deluxe Entertainment Services Group October 2014 - Present
Deluxe Entertainment Services Group February 2013 - October 2014
JPMorgan Chase June 2011 - February 2013
Deluxe Laboratories April 2007 - June 2011
Roll International April 2005 - April 2007
JP Morgan Chase 2002 - 2005
Skills
Microsoft Excel, Microsoft Word, Hyperion Planning, SAP, Visio, JD Edwards, Cognos, PowerPoint, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Business Strategy, New Business Development, Data Modeling, Photography, Videography, Video Production, Video Editing, Balance Sheet, Strategy, Analysis
Education
University at Albany, SUNY 1998 — 2002
Bachelor of Science (B.S.), Business Adminisitration
JPMorgan Chase June 2013 - Present
Barclays Capital July 2010 - May 2013
JPMorgan November 1994 - July 2010
JP Morgan 1994 - July 2010
Skills
Capital Markets, Investment Banking, Corporate Finance, Fixed Income, Portfolio Management, Private Equity, Asset Based Lending, Equities, Credit Risk, Financial Modeling, Restructuring, Financial Analysis, Cash Flow, High Yield
Education
SUNY Albany
JPMorgan Chase July 2015 - Present
JPMorgan Chase August 2013 - June 2015
The PNC Financial Services Group September 2012 - August 2013
The PNC Financial Services Group June 2010 - September 2012
White & Case March 2006 - May 2010
United States Attorney's Office, District of Maryland February 2002 - February 2006
Wilmer, Cutler & Pickering LLP, Washington DC August 1997 - January 2002
Steptoe & Johnson LLP 1996 - 1997
Skills
Internal Investigations, Commercial Litigation, Appeals, Litigation, White Collar Criminal..., Courts, Corporate Law, Legal Writing, Securities Regulation, Arbitration, Civil Litigation, Trials, Intellectual Property, FCPA, Hearings, Torts, Anti Money Laundering, Compliance
Education
University of Pennsylvania Law School 1993 — 1996
J.D., Law
State University of New York at Albany 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Liverpool High School 1986 — 1989
Agile Technologies has become part of Majesco October 2013 - Present
JPMorgan Chase April 2013 - October 2013
Allstate August 2010 - April 2013
Allstate October 2005 - August 2010
IBM February 1999 - November 2002
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Vendor Management, Analysis, Analytics, Business Requirements, Enterprise Architecture, IT Strategy, Process Improvement, Project Management, Risk Management, Software Documentation, Team Building, Testing, Training, Underwriting, Visio
Education
University at Buffalo 1996 — 1999
UBS Wealth Management January 2013 - Present
JPMorgan Chase November 2012 - January 2013
J.P. Morgan 2005 - 2012
Bear Stearns 2005 - 2008
Skills
Series 7, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, FINRA, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Series 24, Series 63, Trading Systems, Wealth Management
Education
University at Albany, SUNY 1988 — 1990
JPMorgan Chase April 2013 - Present
JPMorgan Chase & Co. April 2013 - Present
Pride Technologies January 2010 - April 2013
Walker Digital, LLC January 2009 - April 2009
Accenture April 2005 - December 2008
Accenture May 2008 - July 2008
Accenture October 2007 - March 2008
Accenture August 2005 - October 2007
Accenture August 2005 - October 2007
Accenture April 2005 - August 2005
Skills
Vendor Management, Quality Assurance, Scrum, SharePoint, SDLC, JIRA, Visio, Business Analysis, ITIL, Management, Agile Methodologies, Testing, Business Process, User Acceptance Testing
Education
University at Albany, SUNY 1996 — 2000
Bachelor of Science, Management and Management Information Systems
JPMorgan Chase July 2013 - Present
. April 2013 - July 2013
Bernstein Greenberg Trading July 2005 - July 2012
Skills
Options, Commodity, Microsoft Excel, Derivatives, Series 7, Series 3, Swaps, Series 63
Education
State University of New York at Albany 1999 — 2002
Brown University 2010 - Present
State Street Corporation 2004 - 2009
Fundtech Corporation 2000 - 2004
JPMorgan Chase 1995 - 1999
Massachusetts Department of Revenue 1987 - 1995
Skills
Identity Federation, Identity Management, SSO, Computer Security, Enterprise Software, Directory Services, Integration, LDAP
Education
State University of New York at Albany
B.A.
Yale University
M.A.
Public Service Enterprise Group April 2014 - Present
Public Service Enterprise Group September 2013 - Present
JPMorgan Chase 2006 - 2013
JPMorgan Chase 2001 - July 2006
JPMorgan Chase 1998 - 2001
JPMorgan Chase 1993 - 1998
JPMorgan Chase 1989 - 1993
Manufacturers Hanover Trust 1983 - 1985
Skills
Strategy, Succession Planning, Strategic Planning, Performance Management, Process Improvement, Relationship Management, Talent Management, Organizational..., Corporate Trust, Leadership Development, Financial Modeling, Project Management, Diversity & Inclusion, Change Management, Financial Analysis, Employee Engagement
Education
State University of New York at Albany
Bachelor of Arts (B.A.)
North London Polytechnic Institute
JPMorgan Chase April 2013 - Present
UBS Investment Bank June 2010 - April 2013
Capstone Global Markets, LLC September 2009 - June 2010
UBS Investment Bank March 2006 - September 2009
UBS Investment Bank August 2000 - March 2006
Deutsche Bank June 1994 - July 2000
Hornblower Fischer & Co. June 1990 - June 1994
Skills
Equities, Equity Derivatives, Options, Commodity, Risk Management, Finance, Operational Risk, Market Making, Management, Managed Futures, Exchange Traded..., Training
Education
State University of New York at Albany 1981 — 1985
Economics
JPMorgan Chase
Skills
Financial Analysis, Banking, Financial Modeling, Financial Services, Accounting, Finance
Education
University at Albany, SUNY 1973 — 1977
BS, Accounting
The Corcoran Group January 2014 - Present
Capital One May 2010 - February 2013
JPMorgan Chase May 2008 - June 2009
JPMorgan Chase 2004 - 2008
JPMorgan Chase 2003 - 2004
FTSE Americas, Inc. 2000 - 2002
HSBC 1997 - 2000
HSBC 1995 - 1997
HSBC 1993 - 1995
Skills
Real Estate, Real Estate Financing, Rental Real Estate, Real Estate Sales..., Customer Satisfaction, Banking, Referrals, Financial Services, Strategy, Portfolio Management, Retail Banking, Business Development, New Business Development, Leadership, Management, Relationship Management, Strategic Planning, Small Business Lending, Credit, Loans, Commercial Lending, Loan Origination, Credit Analysis, Sales Management, Coaching, Training, Customer Retention, Mergers & Acquisitions, Investments, Consumer Lending, Commercial Banking, Treasury Management, Cross Selling, Risk Management, Branch Management, Sales Operations, Sales Process, Lines Of Credit, Sales, Finance, Corporate Finance, Mortgage Lending, Credit Risk
Education
University at Buffalo
BS, Finance
JPMorgan Chase June 2014 - Present
Predictix July 2013 - June 2014
Citigroup January 2013 - July 2013
Citigroup July 2010 - July 2013
In & Out Decor August 2009 - June 2010
Skills
MySQL, Shell Scripting, JavaScript, C++, PHP, Unix, SQL, CCNP Certified, CCNA, C, Core Java, Sybase SQL Anywhere
Education
State University of New York at Buffalo 2008 — 2009
MS, Computer Science
University of Mumbai 2004 — 2008
Bachelor of Engineering (B.E.), Computer Engineering
Sutherland Global Services June 2015 - Present
JP Morgan Chase Bank, NA July 2012 - June 2015
JPMorgan Chase May 2011 - July 2012
JPMorgan Chase June 2009 - May 2011
Wells Fargo Home Mortgage January 2008 - June 2009
Countrywide Home Loans September 2005 - September 2007
JPMorgan Chase January 2002 - August 2005
Skills
Loans, Mortgage Banking, Mortgage Lending, Underwriting
Education
University at Buffalo 1997 — 2000
Bachelor of Arts, Communication
Independent Consultant September 2005 - Present
UAlbany Foundation, Friends of the Children NY, Bronxworks and others July 2004 - Present
JPMorgan Chase May 1983 - October 2003
Skills
Performance Measurement, Benefits Management, Project Management and..., Organizational..., Management, Risk Management, Accounting, Management Consulting, Mergers & Acquisitions, Nonprofits, Financial Analysis, Insurance, Financial Reporting, Managerial Finance, Economics, Finance, Financial Modeling, Policy, Due Diligence, Executive Management
Education
Hunter College High School and The University at Albany
State University of New York at Albany
BS, Accounting
ConsultNet July 2014 - Present
PMI NYC Chapter 2010 - 2015
PMI NYC Chapter 2010 - 2015
Bank of America March 2012 - May 2014
Oakbrook Solutions June 2005 - March 2012
JPMorgan Chase 2005 - 2012
Mellon HR Solution August 2003 - May 2005
State Street Corporation / Deutsche Bank January 2001 - January 2003
Citibank, NA January 2000 - January 2001
Deutsche Bank January 1997 - January 2000
Skills
Project Management, Business Analysis, PMP, Certified Scrum Master..., CRM, Business Process, Management, Change Management, Portfolio Management, Financial Services, Training, Finance, Testing, Financial Risk, Asset Management, Securities, Financial Reporting, Mutual Funds, Business Requirements, Relationship Management, SDLC, Risk Management, Troubleshooting, Vendor Management, Financial Analysis
Education
State University of New York at Albany 1987 — 1991
Bachelor of Arts (B.A.), Economics
The University at Albany 1987 — 1991
Bachelor of Arts, Economics
Deutsche Bank June 2014 - Present
JP Morgan Chase November 2005 - June 2014
JPMorgan Chase June 2001 - November 2005
TBWA May 1999 - August 2000
National Broadcasting Company October 1996 - May 1999
Deloitte & Touche August 1993 - October 1996
Skills
Alternative Investments, Private Equity, Hedge Funds, Fund Of Funds, Fund Accounting, Asset Managment, Venture Capital, Fund Administration, Equities, Valuation, Due Diligence, Investment Banking, Financial Modeling, Corporate Finance, Portfolio Management, Investments, Financial Analysis, Mergers, Fixed Income, Mezzanine, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, International Finance and Management and Organizational Behavior
State University of New York at Albany 1989 — 1993
Accounting
Bank of New York Mellon July 2007 - December 2008
JPMorgan Chase May 2005 - July 2007
Girls on the Run International 2002 - 2003
Certco 2000 - 2002
The Chase Manhattan Bank 1994 - 2000
Bankers Trust 1985 - 1994
Skills
Financial Markets, Mutual Funds, Strategy, Equities, Financial Services, Hedge Funds, Structured Finance, Derivatives, Fixed Income, Securities, Portfolio Management, Banking, Program Management, Management, Risk Management, Capital Markets, Leadership, Bonds, Investment Banking
Education
University at Buffalo
JPMorgan Chase 2003 - Present
Prudential Securities 1984 - 2002
SIAC April 1983 - October 1984
American Management Systems 1980 - 1983
Skills
Fixed Income, Equities, Securities, Series 7, Investment Banking, Capital Markets, Leadership, Business Analysis, Portfolio Management, Risk Management, Financial Services, Trading Systems, Derivatives, Hedge Funds, Middle Office, SDLC, Vendor Management, Back Office, Series 63, Prime Brokerage, Alternative Investments, Asset Management, Strategic Thinking, Banking, Investments, Equity Derivatives, Bloomberg, Financial Markets, Corporate Finance, Financial Risk, Mutual Funds, Market Data, Financial Analysis, Wealth Management, Credit Risk, Asset Managment, Financial Modeling, Credit, Great eye for detail, Electronic Trading, Loans, Outstanding..., Business Excellence
Education
New York University - Leonard N. Stern School of Business 1981 — 1986
MBA, Finance
University at Albany, SUNY 1976 — 1980
BS, Business Administration
South Shore High School
JPMorgan Chase 2010 - Present
Mallik Engineering 2009 - 2010
Fidelity Investments 2006 - 2007
Education
State University of New York at Buffalo 2007 — 2009
Master of Science (MS)
Visvesvaraya Technological University 2002 — 2006
Bachelor of Engineering (B.E.)
ADP January 2008 - Present
HSBC Bank USA October 2001 - January 2008
JPMorgan Chase February 1991 - July 2001
First Albany 1985 - 1987
Skills
Defined Contribution, Defined Benefit, Employee Benefits, Relationship Management, Retirement Plan..., 401k, Retirement Planning, Mutual Funds, Financial Services, Retirement, Series 63, Account Management, Benefits Administration, Sales, Management, Investments, Pensions, Series 7, ERISA, Banking
Education
University at Albany, SUNY 1982 — 1984
MBA, Finance
State University of New York at Buffalo 1978 — 1982
ba
Kenmore East
Credit Suisse June 2011 - Present
Velocity Technology Solutions 2011 - 2011
Bank of America April 2007 - December 2010
JPMorgan Chase May 2006 - April 2007
Federal Reserve Bank of New York April 2005 - May 2006
Citibank May 1994 - April 2005
Grumman Aerospace 1986 - 1994
Skills
Sybase, Solaris, Unix Shell Scripting, SQL Tuning, Disaster Recovery, Databases, Performance Tuning, Oracle, Shell Scripting, Data Warehousing, Database Administration, SDLC
Education
Saint John's University
MBA, Finance
State University of New York at Buffalo
EE, Electrical Engineering
U.S. Financial Institution October 2010 - Present
Stone & Youngberg December 2009 - October 2010
Bank of America August 2007 - June 2009
Morgan Stanley April 2004 - August 2007
JPMorgan Chase August 1995 - March 2004
Donaldson, Lufkin & Jenrette August 1992 - April 1995
Education
University at Albany, SUNY 1987 — 1991
PIMCO July 2012 - Present
JPMorgan Chase September 2010 - July 2012
PricewaterhouseCoopers January 2007 - September 2010
Berdon LLP November 2006 - January 2007
Skills
Mutual Funds, Hedge Funds, Tax, Fund Of Funds, Asset Managment, High Net Worth..., Private Equity, Partnership Taxation, Asset Management, International Tax, Auditing
Education
State University of New York at Albany 2005 — 2006
Master of Science, Taxation
State University of New York at Albany 2001 — 2005
Bachelor of Science, Accounting
JPMorgan Chase 2013 - Present
Wells Fargo Home Mortgage 2009 - 2013
Countrywide Home Loans 2005 - 2008
The New York Mortgage Company 1996 - 2005
Skills
Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Loans, Entrepreneurship
Education
SUNY Albany
GE Capital March 2014 - Present
Solomon Edwards Group December 2013 - March 2014
Reader's Digest February 2010 - November 2013
USI Insurance Services February 2008 - February 2010
Morgan Stanley August 2007 - January 2008
Cleary Gottlieb Steen & Hamilton LLP September 2006 - August 2007
JPMorgan Chase December 1999 - September 2006
EY October 1997 - December 1999
Skills
Accounting, Essbase, Financial Reporting, Strategic Financial..., Financial Analysis, Variance Analysis, Financial Modeling, Hyperion Enterprise, Corporate Finance, Forecasting, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Operating Budgets, Department Budgeting, GAAP, Sarbanes-Oxley Act, Cash Flow Forecasting
Education
SUNY Albany 1993 — 1996
Bachelor's degree, Accounting
SUNY College at Old Westbury September 2005 - Present
JPMorgan Chase April 1980 - February 2003
Education
comput21 2008 — 2008
Education
State University of New York at Buffalo 1974 — 1975
Computer Science, Computer Science
Navigant August 2014 - Present
JPMorgan Chase February 2014 - August 2014
Navigant August 2013 - January 2014
Avatar Securities, LLC February 2013 - July 2013
WTS Proprietary Trading Group, LLC May 2012 - January 2013
Chimera Securities July 2010 - May 2012
Assent Trading, LLC August 2006 - June 2010
Carlin Financial Group July 2003 - August 2006
Skills
Trading, Risk Management, Financial Analysis, Financial Markets, Equities, Microsoft Office, Business Development, Management, Training, Recruiting, Options, General Securities..., Team Leadership, Trade Compliance, Electronic Trading, Compliance, Organization, High Frequency Trading, Certified Anti-Money..., Anti Money Laundering, Trade Surveillance, Compliance Analysis, Business Analysis, Microsoft Excel, Access, Data Analysis, CAMS, AML, KYC, Series 7, Series 24, Securities, Equity Trading, FINRA, Prime Brokerage, Stocks, Bank Secrecy Act, USA PATRIOT Act, Hedge Funds, Currency, Mutual Funds, Due Diligence, Proprietary Trading, Financial Services, Financial Crimes...
Education
State University of New York at Buffalo 1995 — 2000
Bachelor of Science, Accounting, Finance, & MIS, 3.4 GPA
FishPro, Inc. 1999 - Present
Nomura Securities Inc 2004 - September 2014
M.A. Partners 2003 - 2005
JPMorgan Chase 2000 - 2002
Caspian Securities, Inc 1995 - 1998
Baring Securities 1989 - 1994
Coopers & Lybrand 1985 - 1988
Skills
Capital Markets, Fixed Income, Equities, Business Analysis, Data Analysis, Broker-Dealer, Financial Services, Derivatives, Investment Banking, Risk Management, SDLC, Trading Systems, Hedge Funds, Finance, Bloomberg, Securities, Management, Back Office, Middle Office, Prime Brokerage, Electronic Trading, Business Requirements, Options, Management Consulting
Education
University at Albany, SUNY 1981 — 1985
BS, Accounting
Synchrony Financial (Formerly GE Capital) May 2014 - Present
IBM Global Business Services September 2010 - May 2014
JPMorgan Chase July 2007 - July 2010
Argent Mortgage Co., LLC. 2003 - 2007
Skills
Banking, Compliance, Business Analysis, Data Analysis, Customer Relations, Credit, Change Management, Vendor Management, Financial Analysis, Risk Management, Analysis, Customer Service, Management Consulting, Strategy, Process Improvement, Financial Services, Program Management, Financial Modeling, Business Transformation
Education
University at Albany, SUNY 1999 — 2003
Economics, Minor Business Administration
International Swaps and Derivatives Association, Inc. (ISDA) January 2007 - Present
Goldman Sachs March 2006 - December 2006
JPMorgan Chase November 1999 - March 2006
Skills
Microsoft Office, Photoshop, Social Media, Event Management, English, Microsoft Excel, PowerPoint, Marketing Communications, Microsoft Word, Editing, Event Planning, Marketing Strategy, Customer Service, Budgets, Negotiation
Education
SUNY Albany 1995 — 1999
First Data Corporation November 2014 - Present
JPMorgan Chase October 2005 - October 2014
Citigroup October 2002 - October 2005
Prudential Financial 1998 - 2001
Salomon Brothers 1988 - 1998
Merrill Lynch 1986 - 1988
Skills
Business Intelligence, Investment Banking, Analysis, Strategy, Strategic Planning, Fixed Income, Derivatives, Equities, Project Planning, Capital Markets, Risk Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Fianace, Information Systems
University at Albany, SUNY 1978 — 1983
BS, Accounting
First Data Corporation July 2015 - Present
Cablevision July 2013 - November 2013
JPMorgan Chase January 2011 - June 2013
Skills
Microsoft Office, Photoshop, Fireworks, Problem Solving, Project Management, Teamwork, Innovative Thinking
Education
SUNY Albany 2004 — 2009
Bachelor's degree, Psychology
Bar Harbor Web Design January 2011 - Present
L.W.Consulting April 1992 - December 1995
JPMorgan Chase June 1987 - April 1992
Skills
CMS, Web Design, Web Development, Joomla, CSS, HTML, XML, MySQL, Google Analytics, Google Webmaster Tools, Web Services, Microsoft Office, Photoshop, WordPress, Firebug, Filezilla, Drupal, phpMyAdmin, Twitter Bootstrap, Leadership, Software Development, Management, SQL, Strategic Planning, Microsoft Excel
Education
State University of New York at Albany 1984 — 1987
Bachelor's Degree, Computer Science
Our Lady of Mercy Academy
JPMorgan Chase Bank N.A April 2014 - Present
JPMorgan Chase February 2012 - Present
Morgan Stanley 2011 - 2011
David Lerner Associates, inc. 2010 - 2011
Garden City Financial Group; MetLife 2009 - 2010
AXA Advisors 2008 - 2009
Elite Marketing Group 2006 - 2008
Education
State University of New York at Albany 2001 — 2005
Bachelor, Business Marketing
University at Albany, SUNY
Bachelor of Science (B.S.), Business Administration and Management, General
Xerox 2001 - Present
JPMorgan Chase 1999 - 2001
JPMorgan Chase 1996 - 1999
US Trust 1994 - 1996
Skills
Backup Exec, Dell PowerEdge Servers, Group Policy, Windows Server, VMware, DNS, Hyper-V, Citrix Metaframe, Citrix, Disaster Recovery, System Deployment, Virtualization, SAN, Acronis, Arcserve, Active Directory, Microsoft Cluster, Cloud Computing, Data Center, IT Operations, HP Server Hardware, Symantec Antivirus, McAfee Antivirus, RAID, IIS, SSL Certificates, Patch Management, Cluster, Server Architecture, IBM SAN, Shavlik, NTFS, IBM Server Hardware, IT Management, ITIL, Process Improvement, Security, Vendor Management, IT Strategy, Business Analysis
Education
JHS 190
JHS 190
State University of New York at Buffalo
Bachelor of Arts (B.A.), Economics
Chase June 2015 - Present
Chase July 2013 - June 2015
JPMorgan Chase January 2011 - July 2013
JPMorgan Chase October 2007 - January 2011
Skills
Program Management, Banking, Financial Services, Business Analysis, Risk Management, Fixed Income, Securities, SDLC, Derivatives, Mutual Funds, Portfolio Management
Education
University at Albany, SUNY 1991 — 1996
MA, Criminal Justice
University at Albany, SUNY 1991 — 1996
MA, Criminal Justice
University at Albany, SUNY 1991 — 1995
BA, Criminal Justice
University of North Texas
MA, Library and Information Sciences
SS&C GlobeOp October 2014 - Present
EIM Management November 2010 - October 2014
JPMorgan Chase May 2010 - October 2010
Ivy Asset Management (BNY Mellon Subsidiary) April 2004 - April 2010
HSBC Securities October 2002 - April 2004
PriceWaterhouseCoopers June 1998 - October 2002
Skills
Hedge Funds, Mutual Funds, Fund Of Funds, Accounting, Private Equity, Corporate Finance, Valuation, Alternative Investments, Equities, Finance, Fund Accounting, Fund Administration, Asset Management, Fixed Income, Investments
Education
State University of New York at Buffalo
BS
Branch Relationship Banker / HSBC Bank April 2007 - June 2010
JPMorgan Chase July 2003 - April 2007
TD Waterhouse Investment Services May 1999 - July 2003
Security Pacific Institutional Services October 1982 - November 1987
Bache Halsey Stuart Shields Inc June 1980 - September 1982
Education
University at Albany, SUNY
Bachelor of Science; Certificate, Economics; Business Use of Microcomputers
New York State Insurance
Flicker, Garelick & Associates October 2014 - Present
Power Home Remodeling Group September 2013 - May 2014
Tyco Integrated Security January 2011 - February 2013
JPMorgan Chase July 2007 - June 2008
Skills
Microsoft Excel, Sales, Customer Service, Account Management, Microsoft Office, Customer Satisfaction, Training, Team Management, Team Building, Sales Operations, Leadership, Operations Management, Management, Digital Surveillance, PowerPoint, Outlook, Security Training, Research, Finance, Process Improvement, Team Leadership, Microsoft Word, Recruiting, Marketing, Security, Coaching, New Business Development, Inventory Management, Mortgage Lending
Education
SUNY at Buffalo 2000 — 2004
Bachelor of Arts (B.A.), Communication, General
JPMorgan Chase traderMorgan Stanley2002 - 2006
Republic Bank 1996 - 2000
Skills
Credit Derivatives, Bloomberg, High Yield, Fixed Income, Derivatives, Capital Markets, Hedge Funds, Trading
Education
University at Albany, SUNY 1991 — 1995
BA, Economics
JPMorgan Chase August 2009 - Present
JPMorgan Chase June 2006 - August 2009
Skills
FINRA Series 6&63..., New York State Life..., New York State Notary...
Education
State University of New York at Albany 2003 — 2005
JPMorgan Chase July 2013 - Present
Roc Capital Management June 2009 - August 2013
Deutsche Bank July 2007 - June 2009
Knighted Computer Systems June 2006 - June 2007
Skills
Core Java, Multithreading, JMS, Trading Systems, Hedge Funds, Equities, Electronic Trading, Market Data, Bloomberg, SQL, Java, Investment Banking, Oracle, SDLC
Education
University at Buffalo 2004 — 2006
Master, Computer Science
北京工业大学 2000 — 2004
Bachelor of Science (B.S.), Computer Science
JPMorgan Chase March 2014 - Present
JPMorgan Chase & Co, Investment Bank March 2008 - February 2014
Morgan Stanley, Institutional Securities January 2005 - January 2008
Skills
Prime Brokerage, Derivatives, Hedge Funds, CDS, Series 7, Series 63, Equities, FX Options, Fixed Income, Investment Banking, Portfolio Management, Securities, Options, Management
Education
State University of New York at Albany 1996 — 2000
B.A, Economics
JPMorgan Chase September 2011 - Present
Deustche Bank September 2010 - September 2011
Deutsche Bank 2010 - 2011
Capco 2007 - 2010
Skills
Fixed Income, Derivatives, Capital Markets, Market Data, Reference Data, Back Office, Equities, Options, Securities, Bloomberg, Investment Banking, client on boarding, KYC, Enterprise Program..., Operational Risk..., Test Management, Business Process...
Education
SUNY Albany
MBA, Finance, MIS
JPMorgan Chase October 2013 - Present
JPMorgan Chase January 1999 - September 2013
Ryan Willer Associates (fka Verdi Ryan Associates) July 1996 - December 1998
M&T Bank August 1992 - June 1996
Skills
Banking, Strategy, Analysis, Budgets, Market Analysis, Project Planning, Financial Analysis, Retail, Leadership
Education
State University of New York at Buffalo 1991 — 1992
MBA, Accounting
State University of New York at Buffalo 1987 — 1992
BS, Accounting
RBC Capital Markets January 2012 - Present
C12 Capital Management September 2009 - November 2011
Barclays Capital May 2007 - September 2009
JPMorgan Chase March 2006 - May 2007
Morgan Stanley September 2004 - March 2006
JPMorgan Chase June 2000 - September 2004
Skills
Fixed Income
Education
SUNY Albany
BS, Finance
JP Morgan Chase 2008 - Present
JPMorgan Chase 2006 - 2008
JPMorgan Chase 2005 - 2006
JPMorgan Chase 2002 - 2004
JPMorgan Chase 2000 - 2002
Citi 1997 - 1999
Skills
Banking, ▪Customer Relations, ▪Project Management, ▪Bilingual: English..., ▪Business Development, ▪..., ▪Risk Management, ▪Negotiation Skills, ▪Global Markets, ▪Communication Skills, Credit, Financial Risk, Financial Services, Trading, Equities, Securities, Fixed Income, Derivatives, Asset Management, Mutual Funds
Education
State University of New York at Albany
Bachelor of Applied Science (BASc), Business Administration and Management, General
University of Phoenix
Associate’s Degree, Business Administration and Management, General
Eastman Kodak Co. April 2005 - Present
JPMorgan Chase June 1993 - April 2005
JPMorgan Chase April 1981 - June 1993
Ernst & Young June 1977 - April 1981
Skills
Technical accounting..., Certified Public..., Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, US GAAP, Internal Controls, Sarbanes-Oxley, Financial Analysis, Financial Accounting, Forecasting, Financial Audits, General Ledger, SEC filings, Mergers & Acquisitions, Managerial Finance, Restructuring
Education
SUNY Albany
Bachelor of Science (BS), Accounting
JPMorgan Chase October 2008 - April 2013
Bear Stearns Securities Corp July 2006 - October 2008
Skills
Equities, User Acceptance Testing, Client Liaison, Troubleshooting, Training
Education
SUNY Albany 2002 — 2006
Bachelor of Science (BS), Psychology
J.P. Morgan Private Bank April 2010 - Present
JPMorgan Chase April 2006 - April 2010
Merrill Lynch January 2005 - April 2006
Education
University at Albany
Bachelor of Science (B.S.), Business Administration and Management, General
JPMorgan Chase June 2003 - Present
First Guarantee Mortgage May 2002 - June 2003
Skills
Mortgage Lending, Mortgage Banking, Residential Mortgages, Private Clients, Credit Analysis, Credit Risk, First Time Home Buyers, Home Equity, FHA financing, Mortgage Underwriting, Real Estate Financing, Banking, Jumbo Mortgage, Customer Service, Refinance, VA loans, FHA Financing
Education
State University of New York at Albany 1998 — 2002
Bachelor's degree, Economics
Santander Bank, N.A. June 2013 - Present
JPMorgan Chase April 2008 - April 2013
Ford Motor Credit Company July 1987 - November 2007
Skills
Credit, Banking, Commercial Banking, Credit Analysis, Retail Banking, Loans, Credit Risk, Portfolio Management, Commercial Lending, Mortgage Lending, Relationship Management
Education
State University of New York at Albany
Bachelor of Arts (B.A.)