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
J.P. Morgan September 2012 - Present
JPMorgan Chase February 2010 - September 2012
Citi January 2009 - February 2010
Citi November 2004 - January 2009
Citi September 1994 - November 2004
Citi October 1988 - September 1994
American Stock Exchange August 1986 - October 1988
Education
University of Massachusetts, Amherst 1982 — 1986
Bachelor's degree, Psychology/Business Management
Design Financial Solutions January 2014 - Present
Foreman Bay LLC March 2005 - January 2014
JPMorgan Chase December 2003 - March 2005
John Hancock Life Insurance Company (U.S.A.) May 2000 - October 2003
Skills
Retirement Planning, Retirement, Fixed Annuities, Life Insurance, Estate Planning, IRAs, Wealth, 401k, Strategic Financial..., Term Life Insurance, Long-term Care, 401k Rollovers, Roth IRA, Public Speaking, Whole Life, Universal Life, Financial Planners, Financial Planning
Education
University of Massachusetts at Lowell
Finance
University of Miami, Miller School of Medicine December 2014 - Present
JPMorgan Chase June 2010 - February 2014
Regions Bank October 2006 - June 2010
Citi May 2003 - October 2006
Skills
Loans, Small Business Lending, Sales, Consumer Lending, Mortgage Lending, Commercial Banking, Investments, Portfolio Management, Commercial Lending, Lines Of Credit
Education
University of Miami - School of Business 1997 — 2001
Bachelor's Degree, Finance, General
University of Miami November 2013 - Present
JPMorgan Chase March 2011 - March 2013
Drynk April 2010 - March 2011
Skills
Leadership, Team Building, Human Resources, Social Media, Public Speaking, Spanish, Data Entry, Insurance, Access, Time Management, Creative Writing, Blogging, Management, Social Networking, Customer Service, Marketing, Event Planning, Microsoft Office, PowerPoint, Microsoft Excel, Sales
Education
University of Miami 2014 — 2015
Bachelor of Arts (B.A.), Mass Communication/Media Studies
University of South Florida 2006 — 2013
Bachelor of Arts (B.A.), Mass Communication/Media Studies/Social Science
State Street June 2015 - Present
JPMorgan Chase February 2014 - June 2015
JPMorgan Chase February 2013 - January 2014
State Street May 2012 - January 2013
KPMG US January 2008 - April 2012
Skills
Accounting, Tax, Financial Services
Education
University of Massachusetts, Amherst 2007 — 2008
Master of Science (M.S.), Accounting
Western New England College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
Lucid Technologies November 2013 - Present
Miami Dade College March 2013 - November 2013
Bounty January 2013 - March 2013
Cupcakes by ichi August 2012 - November 2012
JPMorgan Chase April 2012 - August 2012
Santander Private Banking May 2011 - July 2011
Hostal la Playa June 2009 - August 2009
The Fortune House Hotel February 2008 - June 2008
Skills
Management, Training, Finance, Budgets, Banking, Spanish, Accounting, Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking, Valuation, Investments, Policy, Private Equity, Outlook, Entrepreneurship, Public Speaking, Microsoft Office, Microsoft Word, Logistics, Research, Ingredients, Social Media, Microsoft Excel, Bloomberg, Marketing
Education
Coral Gables High School 2004 — 2008
University of Miami
BA, Finance, 3.8
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase November 2011 - August 2014
JPMorgan Chase January 2011 - November 2011
TD Bank June 2010 - August 2010
Global Spectrum August 2009 - May 2010
1st BridgeHouse Financial Group August 2009 - May 2010
Sony Ericsson Open February 2010 - April 2010
China Merchants Bank May 2009 - August 2009
University of Miami Document Management Office January 2008 - May 2009
Skills
Corporate Finance, Bloomberg, Financial Modeling, Financial Analysis, Valuation, Investment Banking, Investments, Fixed Income
Education
University of Miami - School of Business 2007 — 2011
Bachelor of Science, Accounting/Finance
JPMorgan Chase January 2014 - Present
Drug Enforcement Administration September 2012 - December 2013
Drug Enforcement Administration March 2011 - August 2012
Drug Enforcement Administration September 2005 - March 2011
DEA Headquarters May 2003 - August 2005
DEA New York Division 1997 - 2002
Drug Enforcement Administration September 1988 - 1997
Skills
Enforcement, Private Investigations, Risk Management, Protection, Special Operations, Police, Criminal Investigations, Criminal Law, Interrogation, Program Management, Criminal Justice
Education
University of Massachusetts, Amherst 1983 — 1987
BA Political Science
WYLER ASSOCIATES October 1987 - Present
USAID March 2011 - August 2011
The World Bank 2008 - 2010
IFC-International Finance Corporation 2008 - 2010
Several Banks 1988 - 2010
Many major INTERNATIONAL and U.S. BANKS 1987 - 2010
FLORIDA INTERNATIONAL BANKERS ASSOCIATION 1987 - 2008
BARCLAYS Miami and New York 1988 - 2002
JPMorgan Chase 1978 - 1987
CITIBANK International Inspection 1968 - 1978
Skills
Banking, Risk Management, Operational Risk, Trade Finance, Financial Risk, Financial Institutions, Due Diligence, AML, Treasury Operations and..., Securities Processing..., International..., Wealth Management, Loans, Financial Services, Operational Risk..., Internal Controls, Auditing, KYC
Education
University of Miami - School of Business 1985 — 1987
MBA, International Business
KV Winterthur (Swiss Business School) 1961 — 1964
Banking, Banking and Business
Warren Residential February 2014 - Present
JPMorgan Chase November 2008 - December 2013
Skills
Bloomberg, Microsoft Office, Microsoft Excel, Accounting, PowerPoint
Education
University of Massachusetts, Amherst 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
CME Group October 2013 - Present
JPMorgan Chase May 2013 - August 2013
CME Group May 2012 - May 2013
Kaufman Financial Group/Burns & Wilcox May 2011 - June 2012
Bloomfield Surf Club May 2009 - September 2010
Skills
Java, Web Development, Electronic Trading, Data Analysis, C++, R, Options, SharePoint, C, Business Analysis, Solution Selling, Modern Portfolio Theory, Futures Trading, Matlab, GWT, MongoDB, Scala, Multivariate and..., Stochastic Calculus
Education
University of Michigan 2010 — 2014
BSE, Cum Laude, Computer Science
Andover High School 2006 — 2010
High School
Stonebridge Bank September 2014 - Present
JPMorgan Chase October 2013 - June 2015
Chase May 2007 - October 2013
Chase September 2004 - May 2007
Chase May 1999 - September 2004
Skills
Requirements Gathering, Incident Management, Active Directory, Management, Access, Help Desk Support, Business Analysis, Software Documentation, Service Delivery, Business Process, Call Centers, Integration, Unix
Education
University of Massachusetts at Lowell 2005 — 2007
West Chester University of Pennsylvania 1996 — 1997
JPMorgan Chase May 2012 - December 2013
Raptor Capital Management November 2009 - July 2011
R.R Donnelley Global Financial Management Services January 2009 - November 2009
Redbrick Capital Management November 2007 - December 2008
Citi Hedge Fund Services July 2005 - October 2007
The Harvard Faculty Club March 2005 - May 2005
Citco Fund Services (Bahamas) Ltd March 1999 - January 2004
MeesPierson Fund Services (Bahamas) Ltd August 1997 - February 1999
Kodaikanal International School June 1996 - June 1997
Skills
Alternative Investments, Geneva (Alternative..., Hedge Fund Accounting, Fund Administration, Fund Accounting, Financial Reporting, Hedge Accounting, Hedge Funds, Accounting, Financial Services, Securities, Bloomberg, Asset Management, Equities, Financial Analysis, Fixed Income, Mutual Funds, Investments
Education
Harvard Extension School 2004 — 2005
CERTIFICATE OF SPECIAL STUDIES, ADMINISTRATION AND MANAGEMENT
University of Miami 1993 — 1994
MASTER, BUSINESS ADMINISTRATION; Finance
University of Miami 1988 — 1992
BACHELOR, BUSINESS ADMINISTRATION; Marketing
Kodaikanal International School
Wellington Management July 2015 - Present
Minutemen Equity Fund September 2013 - May 2015
JPMorgan Chase June 2014 - August 2014
Isenberg School of Management, UMass Amherst September 2013 - May 2014
State Street January 2013 - May 2014
NGP Management June 2012 - August 2012
Dolce Freddo Gelato March 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Time Management, Leadership, Data Analysis, Access, Inventory Management, Facebook, Outlook, Budgets, Policy, Management, Analysis, Fundraising, Customer Satisfaction, Economics, Financial Analysis, Critical Thinking, Strategic Planning, Team Leadership, Team Building, Social Networking, Accounting, Event Management
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Central Catholic High School 2008 — 2011
JPMorgan Chase January 2012 - Present
Cerberus Capital Management September 2010 - January 2012
Global Volunter Network 2008 - 2010
Silver Point Capital June 2005 - May 2008
Skills
Bloomberg, Fixed Income, Hedge Funds, Microsoft Excel, Microsoft Office, Project Management
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor
Wells Fargo Advisors, LLC October 2011 - Present
JPMorgan Chase January 2010 - October 2011
Morgan Stanley 2007 - 2010
Skills
Wealth Management, Investments, Retirement Planning, Asset Allocation, Fixed Income, 401k Rollovers, IRA Rollovers, Life Insurance, Retirement, Retirement Savings, Long-term Care, Financial Advisory, Securities, Alternative Investments, Series 65, Portfolio Management, Strategic Financial..., Estate Planning, Finance, Series 7, Asset Management, Investment Strategies, 401k, Mutual Funds, FINRA, Investment Advisory, Series 63, Insurance, IRAs, Investment Management, Separately Managed..., Series 6, Financial Services, Variable Annuities, Hedge Funds, Equities, Bloomberg, Capital Markets, Uniform Combined State..., Equity Research, Wealth Management...
Education
University of Miami - School of Business
B.B.A, Finance & Entrepreneurship
JPMorgan Chase March 2012 - Present
Leslie Greene March 2011 - March 2012
Town of Hempstead 2007 - 2011
Education
University of Massachusetts, Amherst 2006 — 2010
BA, Economics
NSi Insurance Group May 2015 - July 2015
Right To Play May 2014 - August 2014
Bain Capital May 2013 - June 2013
Noble Group July 2012 - August 2012
B.B. Energy May 2012 - June 2012
JPMorgan Chase July 2011 - August 2011
CLEAR CHANNEL August 2010 - January 2011
Hong Kong Tigers December 2009 - May 2010
Skills
Microsoft Word, Microsoft Office, Research, PowerPoint, Social Media, Public Speaking, Event Planning
Education
University of Miami 2015 — 2016
Bachelor's Degree, Economics/Management/Marketing
Hong Kong International School 2006 — 2010
Southbank International School 2002 — 2006
Office of the Comptroller of the Currency June 2003 - Present
Office of the Comptroller of the Currency June 2003 - Present
JPMorgan Chase April 1995 - June 2003
Skills
Banking, Risk Management, Operational Risk..., Systems Analysis, Information Technology, Information Security, CISA, Information Management, Quality Assurance, SDLC, Project Management, Microsoft Office, Operational Risk, Finance, Enterprise Risk..., Financial Services, Program Management, Operational Excellence, CCAR, Disaster Recovery, IT Strategy, Vendor Management, Music Theory
Education
University of Massachusetts at Lowell
Bachelor of Science (B.S.), Computer and Information Systems Security/Information Assurance
J.P. Morgan Asset Management May 2015 - Present
JPMorgan Chase & Co. January 2015 - May 2015
JPMorgan Chase June 2013 - December 2014
JPMorgan Chase July 2011 - June 2013
Oppenheimer & Co. June 2010 - August 2010
Hall Capital Partners LLC June 2008 - August 2008
Lehman Brothers July 2006 - August 2007
Skills
Finance, Wealth Management, Strategic Financial..., Microsoft Office, Analysis, SharePoint, Pitch Books, Bloomberg, Cross-functional Team..., Investments, Morningstar, Corporate Finance, Building Relationships, Relationship Management, Public Speaking, Essbase, Visio, MS Project, Asset Management, Microsoft Excel, PowerPoint, Financial Analysis, Social Media, Financial Modeling, Financial Planning
Education
University of Massachusetts, Amherst 2007 — 2011
Bachelor of Business Administration (BBA), Cum Laude, Finance and Financial Management Services
Wells Fargo January 2015 - August 2015
Santander Bank, N.A. August 2014 - November 2014
Natick Green Condominium April 2014 - July 2014
JPMorgan Chase January 2014 - January 2014
State Street May 2013 - September 2013
State Street November 2012 - April 2013
State Street July 2011 - April 2012
The Boston Company Asset Management (Division of BNY/Mellon) February 2003 - January 2009
John Hancock 1999 - July 2002
Skills
Access, Fund Accounting, Bloomberg, Settlements, Excel, Microsoft Excel, Settlement, Investments, Fixed Income, Business Analysis, Mutual Funds, Financial Services, Strategic Financial..., Process Improvement, Equities, Securities, Portfolio Management, Derivatives, Trading, Analysis, Accounting, FX Options, Banking, Financial Modeling, Corporate Actions, Relationship Management, Account Reconciliation, Asset Management, Financial Reporting, Financial Planning, Data Analysis
Education
University of Massachusetts, Amherst
B.B.A., Business & Marketing
JPMorgan Chase August 2011 - Present
PricewaterhouseCoopers August 2008 - July 2011
Education
University of Massachusetts, Amherst 2004 — 2008
BBA
US Bank Home Mortgages October 2014 - Present
Nationstar Mortgage March 2012 - Present
Saxon - Morgan Stanley March 2010 - Present
Saxon March 2010 - Present
EMC - Bear Stearns February 2006 - 2010
JPMorgan Chase September 1997 - 2010
HSBC March 2005 - February 2006
Skills
Mortgage Servicing, Loans, Mortgage Lending, Management, Loss Mitigation, Mortgage Banking, Foreclosures, Executive Management, Process Improvement, Analytics, Residential Mortgages, Change Management, Risk Management, Loan Servicing, Credit, Leadership, Default, Financial Services, Team Building, Portfolio Management, Banking, Operations Management, Business Analysis, Strategic Planning, Loan Modifications, Project Planning, Loan Origination, Business Development, Vendor Management, Time Management
Education
University of Miami - School of Business 2004 — 2006
MBA, International Management
University of South Florida 1997 — 1999
BS, International Relations
JPMorgan Chase November 2012 - Present
Marketing Communications January 2012 - Present
WIT Strategy February 2011 - September 2011
TD Ameritrade June 2010 - March 2011
UBS Wealth Management March 2007 - May 2010
Wechsler Ross & Partners 2005 - 2007
Frank Russell Company 1992 - 1994
Putnam Investments 1989 - 1992
Skills
Editing, Marketing Communications, Writing, Marketing Strategy, Content Development, Digital Marketing, Email Marketing, Advertising, Integrated Marketing, Social Media, Social Media Marketing, Project Management, Web Content, Financial Services, Video, Content Strategy, Marketing, Corporate Communications, Adobe Creative Suite
Education
University of Massachusetts, Amherst 1983 — 1985
BA
marketing communications
UpToDate October 2009 - Present
Bottomline Technologies July 2009 - October 2009
Fidelity Investments March 2008 - June 2009
Fidelity Investments March 2007 - March 2008
Fidelity Investments January 2006 - February 2007
Fidelity Investments July 2005 - December 2005
JPMorgan Chase September 2000 - July 2005
Fidelity Investments March 1999 - September 2000
JPMorgan Chase February 1998 - February 1999
ProfitKey International, Inc March 1995 - February 1998
Skills
Quality Assurance, Documentum, Cash Management
Education
University of Massachusetts Lowell 1984 — 1987
JPMorgan Chase March 2014 - Present
UBS Investment Bank April 2012 - March 2014
Fujitsu America Inc January 2012 - March 2012
Macquarie Holdings April 1998 - September 2011
Macquarie Bank 2007 - 2009
Macquarie Bank 1998 - 2007
Mallesons Stephen Jaques 1993 - 1998
Skills
Disaster Recovery, Business Resilience, Crisis Management, Exercising, Testing, ITIL, Risk Assessment, Enterprise Risk..., Life Safety, Physical Security, Business Continuity, Incident Management, Contingency Planning, Risk Management
Education
University of Technology, Sydney
Master, Business, IT Management
University of Technology, Sydney
Graduate Diploma, IT Management
University of Melbourne
Bachelor, Education & Training
Business Continuity Institute (BCI)
MBCI
Office of Emergency Management New York 2013 — 2013
FEMA, Pandemic Planning and Preparedness
DRI International
CBCP, Business Continuity
University of Melbourne
Certificate, Workplace Trainer and Assessment
EMC July 2014 - Present
NAAAP Boston August 2014 - Present
Intel Corporation August 2013 - December 2013
JPMorgan Chase June 2013 - August 2013
Procter & Gamble January 2012 - August 2012
Skills
Data Analysis, Project Management, Consulting, Big Data, Tableau, SQL, Python, Agile Project Management, Statistics, Operations Research, Data Science, SAP, SAS, Analytics, Simulations, Six Sigma, Hadoop, Excel, Microsoft Excel, Leadership, SharePoint, PowerPivot, Supply Chain Management, Engineering, Greenplum, Visio
Education
University of Massachusetts, Amherst 2009 — 2014
Bachelor's Degree, Industrial Engineering with minor in Engineering Management, 3.7
HP Financial Corporation October 2014 - Present
Accenture October 2013 - October 2014
JPMorgan Chase September 1999 - March 2005
Skills
Customer Service, Performance Management, Human Resources, Recruiting, Employee Relations
Education
University of Massachusetts, Amherst
B.A. Economics
Goldman Sachs May 2015 - Present
JPMorgan Chase July 2013 - Present
School of Business Administration July 2009 - May 2013
Delta Phi Epsilon July 2011 - December 2012
University of Miami January 2010 - September 2012
Daymon Worldwide June 2012 - August 2012
Education
University of Miami 2009 — 2013
Bachelor of Science and Business Administration, Finance and Marketing Major
Philips Electronics North America 2011 - Present
Philips Global Infrastructure Services 2007 - Present
Philips Medical System 2003 - 2007
JPMorgan Chase 2000 - 2001
Hewlett-Packard March 1995 - December 2000
BBN Genuity (GTE Internetworking) 2000 - 2000
TAD December 1992 - March 1995
Standard-Thomson Corporation 1976 - 1992
Skills
ITIL, Process Management, Process Improvement, IT Service Management, IT Management, Cross-functional Team..., Outsourcing, SD, Business Process..., Unix, Windows 7, Requirements Analysis, .NET, System Administration, Service Management, Service Delivery, Integration, IT Operations, Technical Support, Active Directory, Windows Server, Cluster, IT Strategy, Troubleshooting, Operating Systems, Data Center
Education
University of Massachusetts Lowell
Gardner and Lynch Electric July 2013 - Present
JPMorgan Chase August 2008 - July 2013
AIG February 2002 - August 2008
Education
University of Massachusetts at Lowell
Bachelors, Business Management
BNY Mellon June 2014 - Present
State Street Global Markets April 2013 - April 2014
John Hancock Life Insurance Company (U.S.A.) May 2012 - April 2013
Bank of America June 2006 - May 2012
Bank of America June 2006 - May 2012
Bank of America June 2006 - May 2012
JPMorgan Chase September 2005 - June 2006
Skills
Bloomberg, Derivatives, Fixed Income, Mutual Funds, Fund Accounting, Settlement, Investments, Asset Managment, Trading, Financial Analysis, Back Office, Swaps, Bonds, Asset Allocation, Bloomberg Terminal, Account Reconciliation
Education
University of Massachusetts, Amherst 1994 — 1999
Bachelor of Science (BS), Hospitality Administration/Management
JPMorgan Chase December 2012 - Present
Brown Brothers Harriman August 2012 - November 2012
Skills
Analysis, Microsoft Office, HTML, Financial Analysis, Microsoft Excel, Access, PowerPoint, Microsoft Word, Customer Service, Data Analysis, Outlook, Business Strategy, Tax, Tax Accounting, Project Planning, Spreadsheets
Education
University of Vermont 2009 — 2011
B.A., Economics
University of Massachusetts, Amherst 2007 — 2008
University of Massachusetts, Amherst
JPMorgan Chase August 2009 - Present
AmTrust Bank April 2009 - July 2009
First Executive Mortgage, Inc. December 2007 - December 2008
Homecomings Financial May 2005 - November 2007
Washington Mutual, Inc. June 1997 - November 2004
American Savings 1983 - 1995
Skills
Mortgage Lending, Mortgage Banking, Residential Homes, Management, Training, FHA, Loans, Refinance, Residential Mortgages, Credit, Loan Origination, Underwriting, Banking, VA loans, Mortgage Underwriting
Education
University of Miami - School of Business
Business Administration
Beth Israel Deaconess Medical Center July 2015 - Present
Cambridge Health Alliance February 2014 - June 2015
Boston Children's Hospital November 2013 - February 2014
Cambridge Health Alliance June 2013 - October 2013
JPMorgan Chase December 2010 - June 2013
State Street October 2009 - December 2010
Brigham and Women's Hospital March 2007 - February 2009
Skills
Bilingual, Portuguese, Recruiting, New Hire Orientations, PeopleSoft, Sourcing, Employee Benefits, Customer Service, Training, Interviews, Leadership, Human Resources, Time Management, Onboarding, Workforce Planning, Temporary Placement, Personnel Management, Hiring, Contract Recruitment, Management, Succession Planning, Benefits Negotiation, Executive Search
Education
Western New England College 2003 — 2005
MBA, Human Resources
University of Massachusetts, Amherst 1999 — 2002
BA, Human Resources Management
Ludlow High School 1996 — 1999
HS Diploma, College Prep
JPMorgan Chase January 2013 - Present
Miami-Dade County September 2009 - Present
Colliers-International October 2011 - May 2012
Integra Realty Resources November 2008 - October 2011
JPMorgan Chase April 2004 - October 2008
Skills
Real Estate, Residential Homes, Appraisals, Disposition, Real Estate Economics, Investment Properties
Education
University of Miami - School of Business
MBA, MPA, Strategic Planning, International Management & Economics
WAV Group, Communications Division September 2014 - Present
Kevin Hawkins Public Relations May 2014 - Present
PR/Marketing January 1985 - Present
Imprev October 2011 - May 2014
NAREE (National Association of Real Estate Editors) September 1986 - March 2014
Inside Bainbridge July 2011 - October 2011
Sterling Savings Bank September 2008 - August 2011
JPMorgan Chase November 2007 - September 2008
Bank of America December 2004 - November 2007
California Real Estate Magazine 1998 - 2007
Skills
Media Relations, Freelance Writing, Technology, Mortgage Industry, Online Video, Spokesperson, Presentation Skills, Blogging, Public Relations, Mortgage Lending, Marketing, Web Video, Social Media, Entrepreneurship, Advertising, Newsletters, Content Development, Speech Writing, Strategic Communications, Publishing, Marketing Communications, Real Estate, Press Releases, Online Advertising, Internal Communications, Strategic Partnerships, Social Media Marketing
Education
University of Southern California 1981 — 1985
Completed Masters Studies, School of Journalism
University of Miami 1977 — 1981
Bachelor of Arts, Communication/Business
Hallandale High School 1973 — 1977
Wells Fargo August 2015 - Present
Chicago Java Users Group January 2005 - Present
JPMorgan Chase July 2014 - August 2015
Accertify, Inc. March 2011 - July 2014
American Express March 2011 - July 2014
McKesson October 2003 - March 2011
RelayHealth October 2003 - March 2011
HealthCom Partners October 2003 - April 2006
Alliance Consulting January 2003 - October 2003
Discover Card January 2003 - October 2003
Skills
Information Security..., Java, CISSP, Security, Mentoring, Process Development, Detail Orientation, Linux, Information Security, Unix, Process Simulation, System Architecture, Databases, Solaris, Software Development, Network Security, Oracle, SDLC, IIS, Virtualization, Windows Server, Integration, Web Services, Enterprise Architecture, System Administration, Web Applications, Subversion, Architecture, Java Enterprise Edition, Project Management, Eclipse, Object Oriented Design, REST, Agile Methodologies, Operating Systems, Perl, Database Design, Software Design, XML, Software Project..., Quality Assurance, Cloud Computing, Unix Shell Scripting, Architectures, Shell Scripting
Education
University of Melbourne 1987 — 1990
Bachelor of Science, Computer Science
Melbourne High School 1984 — 1987
J.P. Morgan June 2015 - Present
JPMorgan Chase June 2014 - August 2014
Raymond James Financial Inc. May 2013 - August 2013
Park Street Advisors January 2013 - April 2013
Rahdert Steele Reynolds Driscoll Attorneys at Law December 2012 - January 2013
Otto G. Richter Library August 2011 - December 2012
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Financial Analysis, Public Speaking, Team Leadership, Leadership, Access, Marketing, Social Networking, English, Market Research, Sales, Event Planning, Entrepreneurship, Event Management
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Science, Business Administration; Finance and Accounting, 3.93
BayWay Group, LLC September 2014 - Present
Merck April 2010 - May 2014
Wyeth September 2006 - April 2010
Johnson & Johnson 2005 - 2006
JPMorgan Chase 2003 - 2005
Pharmacia 2000 - 2003
AlliedSignal 1991 - 1998
Skills
Strategy, Employee Engagement, Operational Excellence, Leadership, Culture Change, Internal Communications, Lean Manufacturing, Communication Training, Six Sigma, Vaccines, Change Management, Cross-functional Team..., Strategic Communications, Process Improvement, Corporate Communications, Organizational..., Strategic Thinking, Validation, Management, Pharmaceutical Industry, Diversity & Inclusion, Performance Improvement, Team Building, FDA, Biopharmaceuticals, Change Control, GMP, Change leadership, Media Relations, Strategic Planning, Reputation Management, Crisis Management, Communications Planning, Crisis Communications, Thought Leadership, Marketing Communications, Public Relations, Corporate Social..., Public Affairs, Operations Management, Product Launch, 21 CFR Part 11, Regulatory Affairs, Learnng, Building capability, Diversity and inclusion, Learning & Development, Knowledge Management, Talent Management, Organizational...
Education
Villanova University 2003 — 2003
Organization Development Academy: Peak Performance
University of Pennsylvania - The Wharton School 1997 — 1997
Executive Development Program, Business Administration and Management, General
University of Massachusetts, Amherst 1981 — 1985
B.A., Journalism and Psychology
Ramapo High School
Ramapo High School
Ramapo High School
Villanova and Rath & Strong
Green/Black Belts
Bayer HealthCare December 2013 - Present
Town of Hempstead Lacrosse Academy 2009 - 2015
The Lax Hut 2008 - 2013
Baldwin Senior High School February 2009 - June 2009
Bally Total Fitness August 2008 - February 2009
JPMorgan Chase June 2007 - August 2007
Long Island Lizards (MLL) May 2006 - August 2006
Education
University of Massachusetts, Amherst 2004 — 2008
Isenberg School of Management, Mark H. McCormack Department of Sport Management
uSave LED, LLC April 2015 - Present
University of Miami January 2013 - Present
Plano Sports Authority May 2012 - January 2015
JPMorgan Chase June 2014 - August 2014
Rebuilding Together 2012 - 2012
Boston's Restaurant & Sports Bar May 2010 - August 2010
Skills
Sales, Social Networking, Event Planning, PowerPoint, Microsoft Word, Social Media, Customer Service, Public Speaking, Time Management, Microsoft Excel, Teamwork, Microsoft Office, Social Media Marketing, Team Building, Leadership, Circadian Rhythms, Sales Presentations, New Business..., Human-centered Design, LED Lighting Systems, New Business Development
Education
University of Miami - School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Ecosystems Science and Policy, 3.98 / 4.0 GPA
Plano Senior High School 2010 — 2012
Ivory Law, P.C. June 2015 - Present
Aric N. Williams, P.A. March 2015 - May 2015
University of Miami School of Law June 2012 - December 2014
Prosecuting Attorneys' Council of Georgia August 2014 - November 2014
Miami Law Investor Rights (Securities Arbitration) January 2013 - June 2013
JPMorgan Chase June 2009 - July 2011
JP Morgan Chase June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, Legal Research, Creative Writing, Market Research
Education
University of Miami School of Law 2011 — 2014
Doctor of Law (J.D.), Law
University of Miami 2011 — 2013
Master of Arts (M.A.), Communication and Media Studies
The Ohio State University 2005 — 2009
Bachelor's degree, Marketing
Delaware Investments, a member of the Macquarie Group September 2015 - Present
JPMorgan Chase July 2013 - September 2015
Morgan Stanley Wealth Management March 2011 - July 2013
Morgan Stanley Smith Barney October 2009 - February 2011
Studley Real Estate May 2006 - August 2006
Skills
Investments, Equities, Mutual Funds, Fixed Income, Management, Economics, Sales, Series 7, Project Planning, Wealth Management
Education
University of Miami 2005 — 2009
Bachelor, Business Administration; Economics
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase May 2013 - Present
JPMorgan Chase March 2012 - Present
JPMorgan Chase September 2008 - March 2012
Skills
Event Management, Mutual Funds, Securities, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Customer Service, Microsoft Word, Financial Analysis, Budgets, Social Media, Accounting, Project Planning, Marketing, Management, Event Planning
Education
University of Massachusetts, Amherst 2004 — 2008
B.S., Communications
Watchung Hills Regional High School 2000 — 2004
JPMorgan Chase July 2014 - Present
JPMorgan Chase June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Organization, Competitive, Teamwork, Public Speaking, Microsoft Visio, Microsoft Office, Research, Financial Services
Education
University of Massachusetts, Amherst 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
KPMG November 2014 - Present
JPMorgan Chase May 2013 - November 2014
KPMG July 2002 - May 2013
iNautix Technologies June 2000 - October 2001
Skills
Agile Methodologies, Scrum, jQuery, Java, JavaScript, Oracle SQL, SQL, Requirements Analysis, HTML, SDLC, C#, Agile Project Management, Database Design, CSS, SOA, Enterprise Architecture, SharePoint, .NET, Software Development, XML, Business Analysis, Business Intelligence
Education
University of Massachusetts Dartmouth 1995 — 2000
Bachelor of Science (B.S.), Computer and Information Science
Northbridge High School, Massachusetts, USA
American Express July 2015 - Present
American Express September 2013 - June 2015
American Express August 2012 - September 2013
American Express July 2011 - August 2012
University of Michigan September 2007 - June 2011
American Express June 2010 - August 2010
Caro Marketing 2009 - 2009
JPMorgan Chase June 2008 - August 2008
Joe Cornell Entertainment September 2006 - April 2008
Sundance Shoes September 2005 - June 2006
Skills
Strategy, Email Marketing, Marketing, Management, Product Management, Event Planning, Analysis, Sales, Microsoft Office, Microsoft Excel, Sales Management, Research, PPC, Photoshop, Microsoft Word, Mergers & Acquisitions, Investments, Analytics, Market Research, Illustrator
Education
University of Michigan 2007 — 2011
Ross School of Business
PwC July 2015 - Present
Financial Industry Regulatory Authority (FINRA) December 2014 - Present
Financial Industry Regulatory Authority May 2013 - July 2013
Miami-Dade State Attorney's Office August 2012 - November 2012
JPMorgan Chase June 2007 - May 2011
Skills
Legal Writing, Legal Research, Microsoft Office, Research, Westlaw, Lexis, LexisNexis, Microsoft Excel, Public Speaking
Education
University of Miami School of Law 2011 — 2014
Juris Doctor (J.D.)
JPMorgan Chase June 2013 - Present
KPMG May 2010 - June 2013
PricewaterhouseCoopers 2004 - 2010
National Audit Office August 2002 - February 2004
Andersen June 1998 - May 2002
Skills
Internal Audit, Internal Controls, Sarbanes-Oxley Act, IT Audit, Financial Risk, Auditing, Enterprise Risk..., External Audit, CISA, Assurance, Business Process, Business Process..., COBIT, COSO, Governance, Risk Management, SAS70, Sarbanes-Oxley
Education
University of Massachusetts, Amherst 1995 — 1999
Accounting, Psychology
Fannie Mae 2013 - 2015
Fannie Mae January 2012 - 2013
Fannie Mae January 2010 - January 2012
JPMorgan Chase January 2008 - August 2010
Fannie Mae 2006 - 2007
Fannie Mae 2002 - 2006
Fannie Mae 1997 - 2002
Jack Poe Company 1995 - 1997
R. S. Thing Appraisers January 1991 - January 1995
Tri-Sports, Inc January 1989 - January 1991
Skills
Mortgage Lending, Public Speaking, FHA, Appraisals, REO, Mortgage Banking, Loss Mitigation, Real Estate, Valuation, Credit, Real Estate Economics, Mortgage Underwriting, Selling, Loan Origination, Commercial Real Estate, Investment Properties, Residential Homes, Loans, Underwriting, Analysis, Mortgage Servicing, Foreclosures, Property, Negotiation, Default, Refinance, Strategic Planning, Residential Mortgages, Financial Risk, Sales, Training
Education
University of Southern Maine 1976 — 1982
B.S., Vocational Education
University of Southern Maine
B.S., Vocational Technology
University of Massachusetts Dartmouth 1968 — 1970
JPMorgan Chase September 2010 - August 2013
JPMorgan Chase February 2005 - September 2010
Thomson and Thomson August 2004 - December 2004
Leading Indicator Systems September 2002 - June 2004
Gale Group, The Thomson Corporation (Thomson Learning) January 2000 - September 2002
West Group / Thomson Legal Publishing / Lawyers Cooperative Publishing Company June 1986 - December 1999
Skills
Business Analysis, Vendor Management, Program Management, Project Management, Process Improvement, Product Management, Risk Management, SDLC, Requirements Analysis, Software Project..., Strategic Planning, PMO, Leadership, Agile Methodologies, Mobile Applications, Training, Client Training, E-Learning, Teaching, Publishing, Business Process, Team Building, Outsourcing, Project Planning, Cross-functional Team..., Databases, Quality Assurance, Software Documentation, Business Requirements, Financial Services, Visio, Management, Requirements Gathering, Business Process..., Banking
Education
University of North Carolina at Greensboro 2009 — 2011
Masters, Liberal Studies
University of Massachusetts Lowell 2000 — 2008
Liberal Arts, Psychology, Gender Studies
Bain Capital November 2008 - Present
JPMorgan May 2000 - November 2008
JPMorgan Chase 1997 - 2001
Chase Global Funds Services May 1994 - May 2000
Skills
SDLC, Financial Services, Business Analysis, Risk Management, PMO, Program Management, Fixed Income, Equities, Vendor Management, Process Improvement, PMP, Software Project..., Requirements Analysis, Project Portfolio..., Strategy, Requirements Gathering, IT Strategy, CRM, Quality Assurance, Business Requirements, IT Management
Education
University of Massachusetts Lowell 1988 — 1992
BS
Northern Trust Corporation January 2014 - Present
Gordon, Fournaris & Mammarella, P.A. March 2012 - December 2013
J.P. Morgan Trust Company of Delaware June 1997 - March 2012
JPMorgan Chase September 1986 - March 2012
Skills
Estate Planning, Trusts, Wealth Management, High Net Worth..., Trust Services, Wealth Management..., Investments, Asset Managment, Asset Protection, Asset Allocation, Estate Law, Strategic Financial..., Asset Management, Investment Strategies, Financial Planning, Financial Advisory, Financial Planners, Financial Services, Capital Markets, Estate Tax Planning, Private Banking, Leadership, Mergers & Acquisitions, Management, Banking, Retirement, Insurance
Education
University of North Carolina School of Law 1982 — 1986
J.D., Law
University of Miami - School of Business 1983 — 1984
MBA, Business
University of Miami 1978 — 1982
B.A., Psychology
Independent Vapor January 2014 - Present
Interactive Data July 2013 - Present
Brown Brothers Harriman December 2011 - May 2012
JPMorgan Chase July 2009 - April 2010
State Street Bank October 2006 - May 2009
State Street Bank October 2006 - April 2008
Skills
Microsoft Office, Hyperion, Unity, Financial Reporting, Bloomberg, Reconciliation, Lotus Notes, PeopleSoft, Public Speaking, Travel, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Creative Writing, General Ledger, Internet, Leadership, Problem Solving, Account Reconciliation, Mutual Funds, SharePoint, Salesforce.com, Corporate Actions, Alternative Investments, Data Analysis, Equities, Financial Accounting, Fixed Income, Securities, Investments, Auditing, Corporate Finance
Education
University of Massachusetts at Lowell 2001 — 2005
BBA, Management Information Systems
Grafton Senior Memorial High School 1998 — 2001
Diploma, Diploma
Graduate of NAPSRx®'s Pharmacology/Pharmaceutical Sales Training Program 2013
City National Bank of New Jersey May 2014 - Present
City National Bank of NJ May 2014 - Present
Farmers Insurance April 2013 - May 2014
JPMorgan Chase January 2011 - April 2012
TD Bank April 2008 - January 2011
TD Bank (Former TD Banknorth) July 2005 - April 2008
Skills
Retail Banking, Consumer Lending, Small Business Lending, Credit, Banking, Commercial Banking, Loans, Commercial Lending, Cross Selling, Lines Of Credit, Mortgage Lending, Credit Analysis, Branch Management, Deposits, Home Equity, Insurance, Investments, Coaching, Cash Management, Schedules, Human Resources, Compliance, Internal Audit, Budget, Sales, Real Estate, Store Management
Education
University of Miami - School of Business
International Finance
Stone Coast Fund Services January 2014 - Present
JPMorgan Chase January 2013 - December 2013
State Street January 2010 - December 2012
State Street January 2007 - December 2009
Fidelity Investments January 2006 - December 2006
Putnam Investments January 2005 - December 2005
Skills
Hedge Funds, Alternative Investments, Project Management, Strategic Planning, GAAP, Financial Reporting, Management, US GAAP, Private Equity, Microsoft Excel, Fund Accounting
Education
University of Massachusetts at Lowell
Bachelor's degree, Marketing and Finance
North Reading High School
AlphaSimplex Group, LLC April 2015 - Present
JPMorgan Chase December 2013 - April 2015
State Street Alternative Investment Solutions March 2011 - August 2013
International Fund Services (Ireland) Ltd, A State Street Company January 2010 - March 2011
Putnam Investments September 2007 - April 2009
Skills
Hedge Funds, Financial Analysis, Microsoft Excel, Mutual Funds, Interpersonal Skill, Investor Relations, Financial Reporting, Financial Accounting, Hedge Accounting, Corporate Finance, Customer Service, Alternative Investments, Microsoft Office, Ad Hoc Reporting, Relationship Management, Performance Analysis, Analytics, Banking, Finance, ERISA, Interpersonal..., Asset Managment, Account Reconciliation, Trading, Investments, Financial Statements, Valuation, Securities, Bloomberg, Bloomberg Terminal, Equities, Fixed Income, Fund Of Funds, Fund Administration, Accounting, Reconciliation, Statements, Monthly Reporting, Trade Processing, Advent, Swaps, Repos
Education
University of Massachusetts 2005 — 2009
Bachelor of Science, Business Administration; Finance and Marketing
University of Massachusetts Lowell 2005 — 2009
Bachelor's degree, Finance and Marketing
Deutsche Bank December 2006 - October 2007
TD Waterhouse June 2005 - May 2006
TD Waterhouse December 2003 - June 2005
Brokerage America, Inc May 2001 - November 2002
JPMorgan Chase May 2000 - April 2001
TD Waterhouse Investor Services March 1998 - May 2000
Skills
Equities, Customer Service, Corporate Actions, Options, Trading, Financial Services, Securities, Banking, Call Centers, Risk Management, Bonds, Investments, Financial Markets, Back Office, Bloomberg, Microsoft Office, Wealth Management
Education
University of Miami 2015 — 2015
Undergraduate Certificate in Healthcare Advocacy (completed September, 2015), Healthcare Advocacy Certificate Program
Lehman College 1991 — 1994
Bachelor of Arts, Communications w/ Economics minor
Saint John's University 1988 — 1991
Business Administration
Douglas Elliman Real Estate March 2015 - Present
JPMorgan Chase May 2008 - September 2013
WaMu September 2005 - April 2008
JPMorgan Chase September 2002 - September 2005
MortgageIT February 2002 - August 2002
Skills
Loans, Mortgage Lending, Mortgage Banking, Condos, FHA financing, Finance, FHA, Credit, VA loans, Residential Homes, Real Estate, Loan Origination, Residential Mortgages, Refinance, Mergers & Acquisitions, Co-ops, Real estate sales and..., Residential Investment..., Sales Management, Competitive Marketing..., Strategic Negotiations, Investment Properties, Real Estate Transactions, Sales
Education
University of Miami - School of Business
Bachelor of Business Administration (BBA), Finance and Financial Management Services
JPMorgan-Chase August 2001 - Present
Skills
PMO, Vendor Management, SDLC, Project Portfolio..., ITIL, Business Analysis, IT Management, Requirements Analysis, IT Strategy, Project Delivery, PMP, Visio, MS Project, Business Process..., Software Project..., Process Improvement, Disaster Recovery, Risk Management, Resource Management
Education
University of Miami
JPMorgan Chase August 2011 - Present
Skills
Mortgage Lending, Management, Financial Analysis, Loan Origination, Sales Management, Credit, FHA, Loans, Real Estate, Customer Service, Investments, Leadership, Strategic Planning, Underwriting, Financial Services, Microsoft Office, Consumer Lending
Education
University of Miami 1973 — 1977
Bachelor of Business Administration (BBA) Management and Marketing
PayPros Payment Solutions December 2013 - Present
North American Bancard January 2012 - December 2013
Centrix Information Solutions LLC January 2011 - December 2011
Open Solutions August 2009 - December 2011
Open Solutions, Inc. March 2008 - January 2011
Open Solutions January 2008 - February 2008
JPMorgan Chase August 2003 - March 2007
JP Morgan Chase 1990 - 2007
JPMorgan Chase October 2000 - August 2003
JPMorgan Chase October 1993 - October 1999
Skills
Banking, Team Building, Strategy, Coaching, Forecasting, Management, Business Development, Sales Process, Strategic Planning, Payments, Product Development, Cloud Computing, Business Process..., Sales, Change Management, Business Analysis, Risk Management, Cash Management, Process Improvement, Marketing, Negotiation, Project Management, Account Management, Team Leadership, Selling, Credit Cards, CRM, Direct Sales, Electronic Payments, Project Planning, Relationship Management, Analysis, Networking, Product Management, Vendor Management
Education
University of Massachusetts at Lowell 1975 — 1976
MMS, Quantitative Methods
University of Massachusetts Lowell 1971 — 1975
BS, Civil Engineering
JPMorgan Chase February 2010 - Present
Admiral Administration Ltd April 2008 - November 2009
State Street Bank September 2005 - October 2007
State Street Bank July 2004 - August 2005
Skills
Internal Controls, Financial Analysis, Fund Accounting, Hedge Funds, Financial Reporting, Financial Accounting, US GAAP, Alternative Investments, Accounting, Mutual Funds, Bloomberg, Investments
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Science (B.S.), Natural Resource Economics
JPMorgan Chase November 1994 - Present
PMSI August 2005 - February 2007
Education
University of Massachusetts, Amherst 1988 — 1991
BA, Economics
JPMorgan Chase January 2013 - Present
State Street September 2011 - December 2012
Winters Company September 2009 - September 2011
Supplemental Health Care June 2004 - July 2009
Skills
Portuguese, Spanish, English, Team Leadership, Interviews, Compliance Operations, Accounts..., Payroll, Trilingual, Private Equity, Management Skills, QuickBooks, Accounting, Account Reconciliation, Finance, Financial Statements, Management
Education
University of Massachusetts at Lowell
Accounting
The Walt Disney Company March 2012 - Present
US Bank September 2009 - March 2012
JP Morgan Chase, formerly Washington Mutual 2006 - September 2009
JPMorgan Chase September 2008 - August 2009
WaMu 2006 - September 2008
Microsoft 1996 - 2005
Skills
IT Strategy, ITIL, Identity Management, Information Technology, Information Security..., Integration, Leadership, Network Security, PCI DSS, Penetration Testing, Project Management, Risk Assessment, Risk Management, SDLC, Security, Security Audits, Security Awareness, Vulnerability Assessment
Education
University of Miami - School of Business 1988 — 1990
MBA, Finance, International Business, Economics
J.P. Morgan Chase Commercial Bank January 2014 - Present
JPMorgan Chase November 2000 - December 2013
Briggs NY August 1998 - November 2000
BBN Software Products November 1986 - April 1998
Holiday Kennels September 1985 - November 1986
Bose Corporation 1980 - 1985
Skills
ACH, Business Analysis, Product Management, Software Documentation, Treasury Management, Banking, Project Management, Cash Management, Cross-functional Team..., Team Leadership, Program Management, SQL, Process Improvement, Change Management, Risk Management, Quality Assurance, Disaster Recovery, SDLC, Integration, Management, Vendor Management, Enterprise Software
Education
University of Massachusetts at Lowell 1975 — 1979
Music Education with a minor in Studio Art
Lexington High School 1972 — 1975
Music
Morgan, Lewis & Bockius LLP October 2014 - Present
JPMorgan Chase September 2012 - September 2014
Kozyak Tropin & Throckmorton Law Firm June 2011 - August 2011
United States Bankruptcy Court, Southern District of Florida May 2010 - July 2010
Education
University of Virginia School of Law 2009 — 2012
JD
University of Miami 2005 — 2009
Bachelor of Arts (B.A.), International Studies / Political Science
Capital One April 2015 - Present
Santander Bank, N.A. February 2011 - March 2015
UBS Investment Bank May 2010 - February 2011
JPMorgan Chase March 2008 - November 2009
JPMorgan Chase March 2008 - November 2009
ING, GM Advisory Group June 2006 - September 2007
GM Advisory Group June 2005 - August 2005
Skills
Loans, Banking, Commercial Banking, Credit, Portfolio Management, Finance, Consumer Lending, Financial Analysis, Investments, Asset Managment, Credit Analysis, Fixed Income, Series 7, Commercial Lending, Credit Risk, Cash Management
Education
Isenberg School of Management 2002 — 2006
Bachelor of Business Administration, Finance
University of Massachusetts, Amherst 2002 — 2006
BBA, Corporate Finance
University of Massachusetts, Amherst 2001 — 2005
BBA, Corporate Finance
TD Bank August 2010 - Present
Bristol-Myers Squibb Co.; ConvaTec (divested division) March 2008 - August 2010
ConvaTec 2009 - 2010
Credit Suisse July 2007 - February 2008
Bristol-Myers Squibb August 2005 - July 2007
JPMorgan Chase July 2003 - June 2005
Deutsche Bank May 2000 - May 2003
Aegis Software Inc. November 1999 - May 2000
All Metro Health Care June 1998 - August 1999
KPMG Consulting, LLP (now BearingPoint) September 1995 - May 1998
Skills
SDLC, PMO, Program Management, Cross-functional Team..., Change Management, Integration, Project Management, Risk Management, Business Process, Quality Assurance, Project Planning, Governance, Management, Project Delivery, Testing, Requirements Gathering, Strategic Planning, Telecommunications, Data Warehousing, Leadership, Analysis, SAP, Consulting
Education
University of Miami - School of Business 1991 — 1992
MBA, Marketing
University of Miami 1985 — 1989
Bachelor of Business Administration, Information Systems
JPMorganChase February 2012 - Present
JPM Chase February 2007 - February 2012
JPMorgan Chase January 1999 - March 2007
JP Morgan Chase December 1991 - December 1999
Skills
Relationship Management, Banking, SDLC, Risk Management, Vendor Management, Treasury Services, Investment Banking, Business Analysis, Operations Management, Credit, Loans, Financial Services, Financial Analysis, Process Improvement, Strategic Planning, Series 7
Education
University of Miami - School of Business 1999 — 2001
Master of Business Administration (MBA)
JPMorgan Chase Credit AnalystBanco de Credito del Peru2005 - 2007
Education
University of Miami 2001 — 2005
JPMorgan Chase August 2013 - Present
RBC Capital Markets December 2010 - August 2013
Radian Group July 2008 - September 2010
UBS Investment Bank February 2007 - May 2008
Citi Mortgage 2004 - 2007
Citigroup 2001 - 2007
Ford Motor Credit Company 1999 - 2001
Sears, Roebuck and Co. 1997 - 1999
Advanta 1996 - 1997
Skills
Credit Risk, Valuation, Quantitative Analytics, Risk Management, ABS, MBS, Loans, Analytics, Risk Analytics, Mortgage Lending, Credit Cards, Fixed Income
Education
University of Michigan 2000 — 2001
MS, Financial Engineering
University of Utah 1986 — 1993
Ph.D., Probability & Statistics
UM/Sylvester Comprehensive Cancer Center October 2008 - Present
JPMorgan Chase April 2004 - March 2006
Education
University of Miami - School of Business
JPMorgan Chase February 1995 - Present
440 Financial July 1992 - September 1994
Skills
Mutual Funds, Transfer Agency, Relationship Management, Operational Efficiency, Financial Services, Asset Managment, FINRA, Series 63, Series 7, Alternative Investments, Securities, Hedge Funds, Investments, Investment Management, Wealth Management, Fixed Income, Equities, Series 24, Vendor Management, ETFs
Education
University of Massachusetts, Amherst 1986 — 1991
BAS (2), Economics & Philosophy
Enel Green Power North America, Inc. July 2014 - Present
Chase Paymentech July 2011 - January 2014
JPMorgan Chase July 2010 - December 2010
JPMorgan Chase January 2010 - June 2010
MFS November 2008 - July 2009
Fidelity Investments 2005 - 2008
Putnam investments 2002 - 2003
Skills
Excel, PeopleSoft, Reconciliation, Cash, Accounting, Fund Accounting, Equities, Funding, Account Reconciliation, SAP, Settlement, Financial Services, Financial Analysis, Financial Reporting, Fund Administration, Microsoft Excel
Education
University of Massachusetts Lowell 1998 — 2002
Business Administration, Finance
JPMorgan Chase Senior Managing DirectorBear Stearns1983 - 2008
Coopers & Lybrand 1979 - 1983
Skills
Investment Banking, Prime Brokerage, Fixed Income, Equities, Risk Management, Trading Systems, Investments, Financial Services, Derivatives, Electronic Trading, Alternative Investments, Valuation, Hedge Funds, Operational Risk..., Capital Markets, Securities, Structured Products, Operational Risk, Asset Management, Portfolio Management, Trading, Credit Risk, Credit Derivatives, Series 7, Private Equity, Equity Derivatives, Financial Markets, Swaps, Financial Modeling, Series 63, Financial Risk, Middle Office, Bloomberg, Options
Education
University of Massachusetts, Amherst 1976 — 1980
BBA, Accounting
New York University - Leonard N. Stern School of Business
MBA, Management
HTC July 2012 - Present
JPMorgan Chase March 2005 - June 2012
Partners HealthCare 2002 - 2004
Monsanto October 2001 - May 2002
New York Times Digital November 1999 - October 2001
Gensym October 1998 - November 1999
Skills
Unix, Solaris, Red Hat Linux, RedHat, Apache, SAN, MySQL, High Availability, Bash, Shell Scripting, Unix Shell Scripting, System Administration, AIX, Clustering, Linux, System Architecture, VMware ESX, DNS, Virtualization, Sun, NetApp, VMware, CentOS, RHEL, Cluster, Websphere, Talent Management, TCP/IP, Chef, Amazon Web Services..., Network Administration, Fortinet, F5 BigIP, Ubuntu, MongoDB, vSphere, Content Distribution..., NetApp Filers
Education
University of Massachusetts Lowell 1988 — 1993
B.S., Computer Science
JPMorgan Chase October 2004 - Present
JP Morgan 2004 - Present
Skills
Fund Accounting, Corporate Actions, Mutual Funds, Bloomberg, Securities, Fixed Income, Fund Administration, Hedge Funds, Swaps, Financial Analysis, ETFs, Derivatives, Equities, Investments, Risk Management, Financial Services, Global Custody
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts (BA), Economics
JPMorgan Chase November 2012 - Present
JPMorgan Chase February 2009 - November 2012
JPMorgan Chase February 2000 - February 2009
JPMorgan Chase February 1996 - February 2000
JPMorgan Chase February 1995 - February 1996
Bowery Savings Bank 1989 - 1989
Dollar Dry Dock Bank 1987 - 1989
Household Finance October 1985 - October 1987
Skills
Leadership, Credit, Finance, Loans, Credit Analysis, Banking, Portfolio Management, Underwriting, Credit Risk, Relationship Management, Sales Management, Consumer Lending
Education
University of Miami 1983 — 1985
BA, Business
JPMorgan Chase May 2014 - Present
LM Corporation 2006 - 2014
Grass Miami Corp. 2005 - 2012
Market America 1993 - October 2011
Flavor of Newark, Inc 1998 - 2006
Skills
Fundraising, Marketing, Event Management, Marketing Strategy, Budgets, Team Building, Strategic Planning, Public Relations, Advertising, Account Management, Customer Service, Social Media, Business Development, Strategy, Management, Financial Statement..., Financial Analysis, Financial Management..., Businessowners, Inventory Management, Social Networking, Human Resources, Analysis, Small Business, Leadership, Finance, New Business Development, Negotiation, Investments, Operations Management, Risk Management, Entrepreneurship, Real Estate, Start-ups, Business Planning
Education
University of Miami 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, Honors Degree
Tower Hill School
Maxim Integrated Products June 2012 - Present
JPMorgan Chase December 2010 - June 2012
Maxim Integrated Products July 2006 - December 2010
Education
University of Massachusetts at Lowell 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
State Street January 2015 - Present
State Street February 2013 - December 2014
RBS Business Services Pvt LtdR February 2011 - February 2013
JPMorgan Chase February 2008 - January 2009
State Street Bank September 2006 - February 2008
Skills
Access, Account Reconciliation, Accounting, Bloomberg, PowerPoint, Microsoft Word, Banking, Financial Statements, PeopleSoft, Accounts Payable, Financial Risk, Corporate Finance, Bank Reconciliation, Finance, Microsoft Excel, Financial Accounting, Financial Analysis, Cash Management, General Ledger, Investments, Teamwork, Mutual Funds, GAAP, Managerial Finance, Fixed Income, Equities, Financial Reporting, Outlook, Derivatives, Fund Accounting, Bloomberg Terminal, Securities, Financial Services, Microsoft Office, Auditing, Internal Controls, Time Management, Process Improvement, Customer Service
Education
University of Massachusetts Dartmouth 2009 — 2010
Post Graduate Certificate program, Accounting
University of Massachusetts Dartmouth 2003 — 2006
Bachelor of Science, Finance
SS&C Technologies November 2009 - Present
JPMorgan Chase November 2008 - November 2009
GlobeOp Financial Services July 2004 - September 2008
Merrill Lynch Professional Clearing Corporation July 2002 - July 2004
GAMCO Investors, Inc. November 2000 - July 2001
Merrill Lynch & Co., Inc. September 1999 - November 2000
Education
University of Massachusetts, Amherst 1990 — 1995
BA, Political Science
JPMorgan Chase April 2012 - Present
JPMorgan Chase 2012 - 2013
Cerberus Capital Management December 2005 - March 2012
Skills
Hedge Funds, Private Equity, Investor Relations
Education
University of Massachusetts, Amherst
BA
JPMorgan Chase May 2010 - Present
Education
University of Miami 2005 — 2009
University of Miami
Bachelor of Science, Business Administration; Economics and Finance
JPMorgan Chase June 1986 - Present
JPMorgan Chase June 1986 - Present
JPMorgan Chase June 1986 - Present
Bristol-Myers Company 1982 - 1986
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance / International Business
University of Massachusetts, Amherst 1974 — 1977
BA, English
ThinkLAB Ventures, LLC January 2011 - Present
JPMorgan Chase November 2008 - June 2009
JPMorgan Chase August 2007 - November 2008
Crescent Heights May 2006 - August 2006
Smith Barney May 2004 - August 2004
Skills
Equities, Private Equity, Alternative Investments, Asset Management, Bloomberg, Fixed Income, Investment Banking, Investments, Valuation, Capital Markets, Equity Research, Hedge Funds, Securities
Education
University of Miami - School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Finance, General
University of Pennsylvania 2003 — 2007
BA, History
Financial Software Systems January 2014 - Present
Financial Software Systems April 2010 - January 2014
WH McIntyre Never Forget Foundation 2013 - 2014
Enfinex de Sula, SA de CV March 2008 - March 2010
Cloudview Capital December 2006 - October 2007
Royal Bank of Scotland September 2005 - September 2006
JPMorgan Chase October 2003 - September 2005
Skills
Derivatives, Equities, Capital Markets, Fixed Income, Portfolio Management, Financial Markets, Investment Banking, Corporate Finance, Valuation, Financial Modeling, Bloomberg, Investments, Equity Research, Private Equity, Financial Analysis, Trading, Foreign Exchange
Education
Villanova University 2011 — 2014
Master of Business Administration (M.B.A.), Finance and Strategic Management
University of Miami 1998 — 2002
Bachelor of Science (B.S.), Computer Systems Analysis
Tekmark Global Solutions, LLC November 2014 - Present
Agility Resources August 2012 - October 2014
JPMorgan Chase September 1990 - August 2012
Skills
Identity and Access..., Databases, Oracle, Data Warehousing, Security, Database Administration, SQL, Analysis, SharePoint, Unix, Data Modeling, System Administration, Database Design, SDLC, End User Training, Requirements Analysis, Data Analysis, Relational Databases, SQL*Plus, Help Desk Support, Oracle SQL, COBOL
Education
DeVry Institute of Technology, Columbus, Ohio
Trumbull High School
University of Massachusetts, Amherst
Bachelor of Science
Assurant October 2006 - Present
Progress Software March 2002 - January 2006
JPMorgan Chase March 1998 - March 2002
Education
University of Miami 1995 — 1996
Master of Science (M.S.), Management Information Systems, General
Saint Thomas University 1993 — 1995
Bachelor of Arts (B.A.), Manangement Information Systems
San Ignacio de Loyola Barcelona
State Street April 2014 - Present
JPMorgan Chase September 2013 - April 2014
Fidelity Investments August 2012 - September 2013
State Street 2011 - August 2012
State Street August 2008 - April 2011
State Street September 2003 - August 2008
Skills
Mutual Funds, Fund Accounting, Bloomberg, Fixed Income, ETFs, Project Implementation, Global Custody, Collateral Management
Education
University of Massachusetts Dartmouth 1999 — 2003
BS, Operations Management
Westborough High School 1996 — 1999
Wellington Management August 2014 - Present
JPMorgan Chase July 2013 - August 2014
State Street October 2010 - July 2013
Skills
Bloomberg, Financial Analysis, Business Analysis, Access, Accounting, Analysis, Risk Management, Financial Services, Financial Reporting, Banking, Microsoft Excel, Process Improvement
Education
University of Massachusetts, Amherst 2006 — 2010
Economics
JPMorgan Chase 1985 - 2002
National Airlines/Pan Am 1970 - 1985
Skills
Work hard at being..., Human Resources, Tutoring, Employee Relations, Public Speaking, Leadership, Leadership Development, Customer Service, Coaching, Recruiting, Event Planning, Employee Benefits, Performance Management, Organizational..., Onboarding, Deferred Compensation, Succession Planning, HRIS
Education
University of Miami - School of Business
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
JPMorgan Chase April 2012 - Present
Wells Fargo Capital Finance April 1998 - April 2012
Skills
Asset Based Lending, Loans, Middle Market, Credit Analysis, Commercial Lending, Banking, Commercial Banking, Credit, Due Diligence, Mergers, Portfolio Management, Small Business Lending
Education
University of Miami 1993 — 1997
Walpole Area Visiting Nurse Association November 2013 - Present
Mr. Handyman Central MetroWest January 2013 - October 2013
JPMorgan Chase 1998 - 1999
JPMorgan Chase 1997 - 1998
JPMorgan Chase 1994 - 1997
The Boston Company 1993 - 1994
Skills
Accounting, Training, Customer Service, Microsoft Excel, Financial Reporting, Financial Statements, Microsoft Word
Education
University of Massachusetts Lowell
Bachelor of Science, Business Administration
JPMorgan Chase April 2013 - Present
Brown Brothers Harriman March 2012 - March 2013
Gillette May 2011 - June 2011
REMI September 2010 - March 2011
Bose Corporation May 2009 - August 2009
Bose Corporation June 2008 - August 2008
Bose Corporation June 2007 - August 2007
Skills
Excel, Research, Word, Microsoft Office, Economics, Statistics, Data Analysis, PowerPoint, SPSS, Bloomberg Terminal, Finance, Financial Modeling, Microsoft Excel, Analysis, Quantitative Analytics, Microsoft Word, Access, Equities
Education
University of Massachusetts, Amherst 2006 — 2011
Bachelor of Arts (B.A.), Economics & Japanese
BNP Paribas May 2010 - December 2012
JPMorgan Chase December 2009 - May 2010
Wachovia, A Wells Fargo Company January 1989 - January 2010
Skills
Wealth Management, Investments, Private Banking, Banking, Small Business Lending, Commercial Lending, Portfolio Management, Consumer Lending, Credit, Mortgage Lending, Asset Managment, Commercial Banking, High Net Worth..., Underwriting, Hedge Funds, Structured Products, Private Equity, Retirement Planning, Wealth, Lines Of Credit, Investment Management, Wealth Management..., Branch Banking, Investment Advisory, Asset Allocation, Alternative Investments, Securities, Equities, Loans, Credit Analysis, Investment Banking, AML, Asset Management, Financial Services, Relationship Management, Series 7, Treasury Management, Mutual Funds, Credit Risk, Retail Banking, Series 63, Cash Management, Asset Based Lending, Cross Selling, Financial Risk, Loan Origination, Bonds, Fixed Income, Capital Markets, Structured Finance
Education
University of Miami 1983 — 1987
business, international business
CBIZ Tofias July 2015 - Present
Columbia Management August 2013 - July 2015
Columbia Management August 2011 - August 2013
JPMorgan Chase December 2010 - August 2011
J.P. Morgan October 2008 - December 2010
Skills
Bloomberg, Fund Accounting, Mutual Funds, Tax, Financial Modeling, Financial Services, Investments, Financial Analysis, Accounting, Hedge Funds, Account Reconciliation, Due Diligence, Finance, Access, Microsoft Office
Education
Suffolk University - Sawyer School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts Dartmouth 2004 — 2008
Bachelors of Science, Finance
State Street Bank February 2011 - Present
JPMorgan Chase February 2010 - February 2011
J.P. Morgan March 2007 - February 2010
J.P. Morgan March 2005 - March 2007
BNY Mellon December 2002 - March 2005
Skills
Microsoft Excel, Bloomberg, Mutual Funds, Fund Accounting, Fund Administration, Financial Analysis, Fixed Income, Accounting, Investments
Education
UMass Boston 1999 — 2004
Bachelor of Science, Management Information Systems
Morrison & Foerster LLP June 2014 - Present
Morrison & Foerster LLP January 2013 - May 2014
JPMorgan Chase September 2012 - January 2013
Weil, Gotshal & Manges February 2009 - August 2011
Fried Frank September 2007 - February 2009
Skills
Chapter 11, Bankruptcy, Debt Restructuring, Restructuring, Contract Law, Legal Advice, Corporate Law, Strategic Planning
Education
University of Melbourne 2002 — 2007
Bachelor of Laws (LLB) (J.D. equivalent)
University of Melbourne 2002 — 2007
Bachelor of Arts (B.A.), English Literature
Trinity College, University of Melbourne 2002 — 2005
Residential College, Scholarship Recipient
JPMorgan Chase August 2013 - Present
Deloitte Financial Advisory Services LLP 2011 - 2013
U.S. Department of Justice 1996 - 2010
Skills
Financial Intelligence..., Bank Secrecy Act (BSA), Anti Money Laundering..., OFAC, Economic Trade Sanctions, USA PATRIOT Act, Policy Analysis, Money Laundering, Suspicious Activity..., Transaction Monitoring, Risk Assessment, Know Your Customer (KYC), Investigations, Criminal Investigations, Intrernal Investigations, Forensic Analysis, Corruption, Fraud, Litigation Support, Enforcement, Procedure Development, Process Improvement, Forensic Accounting, Computer Forensics
Education
University of Massachusetts at Lowell 1984 — 1988
Bachelor of Science (B.S.), Business Administration/Finance, Cum Laude
Wilshire State Bank February 2012 - Present
Wilshire State Bank May 2010 - February 2012
Innovative Bank March 2010 - May 2010
Hanmi Bank May 2004 - February 2010
Hanmi Bank October 2003 - May 2004
JPMorgan Chase January 2002 - December 2002
Skills
Commercial Lending, Portfolio Management, Investments, Loans, Finance, Real Estate, Banking Law, Due Diligence, Credit Analysis, Banking, Risk Management, Financial Risk, Credit, Commercial Banking, Underwriting, Financial Structuring, Small Business Lending, Asset Based Lending, Analysis, Commercial Mortgages, Credit Risk, Loan Origination, Lines Of Credit, Mortgage Lending, Consumer Lending
Education
University of Miami 1996 — 2000
Bachelor, Business Administration; International Finance and Marketing
Citi April 2013 - Present
JPMorgan Chase April 1992 - March 2013
Skills
Corporate Real Estate, Architecture, AutoCAD Architecture, Construction Management, Real Estate Transactions, Asset Managment, Facilities Management, Lease Negotiations, Critical Systems, Property Management, International Project..., International Real..., Contract Negotiation, Translation, Real Estate Development, Strategic Planning, Urban Planning, Corporate Governance, Corporate Services, Six Sigma, Workplace Solutions, Space Management, Construction, Real Estate, Operations Management, Business Analysis, Project Governance, Procurement Contracts, Vendor Management, Third Party Vendor..., Lease Administration, Lease Audit, Contract Management, Feasibility Studies, Cross-functional Team..., Cost Estimating, Financial Analysis, Financial Reporting, Financial Modeling, Offshoring, Master Site Planning, Engineering Management, Building Services, Building Maintenance, Mission Critical..., Value Engineering, International..., Link Building, Green Building, Airport Construction
Education
University of Miami
University of Miami
Accenture April 2010 - Present
Samoset Capital Group July 2008 - April 2010
GMO November 2004 - July 2008
JPMorgan Chase November 2001 - November 2004
Wellington Management December 1998 - November 2001
State Street Bank March 1998 - December 1998
Fleet Bank March 1996 - March 1998
Fleet Bank December 1994 - March 1996
Investors Bank & Trust September 1992 - December 1994
Fleet Bank (formerly Bank of New England) October 1991 - September 1992
Skills
Vendor Management, Hedge Funds, Asset Managment, Business Process...
Education
University of Massachusetts at Lowell
BS - Business Management
JPMorgan Chase February 2010 - Present
JP Morgan Chase 2010 - Present
SunTrust Bank November 2007 - January 2010
Merrill Lynch 2002 - 2006
Barnett Bank 1990 - 1996
Education
University of Miami - School of Business 1986 — 1990
BBA, Finance
Barclays March 2010 - July 2012
Citi Group August 2007 - March 2010
American Home Mortgage September 2005 - August 2007
JPMorgan Chase August 1988 - September 2005
Education
Saint John's University 1985 — 1989
APC, Marketing
Saint John's University 1981 — 1985
MBA, Quantitative Analysis
University of Massachusetts, Amherst 1976 — 1978
BBA, Finance
PHH Mortgage May 2015 - Present
Regency Mortgage Corp. NMLS #1938 June 2014 - May 2015
Franklin American Mortgage Company July 2012 - June 2014
Alpine Mortgage, LLC July 2011 - July 2012
MetLife Home Loans February 2011 - July 2011
American Home Bank February 2010 - February 2011
Indymac Bank June 2008 - February 2010
JPMorgan Chase May 2007 - June 2008
Countrywide Mortgage Services May 2006 - May 2007
Sovereign Bank May 2005 - May 2006
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, FHA, Refinance, USDA, Residential Mortgages, Credit, VA loans, Reverse Mortgages, Underwriting, Real Estate, Sales Management, First Time Home Buyers, New Business Development, Resolving Conflicts, Account Management, Business Networking, Sales, Business Development, CRM, Sales Process, Lead Generation, FHA financing, Government Loans, Certified Mortgage..., Mortgage Underwriting, Real Estate Transactions, Real Estate Financing, Commercial Mortgages, Commercial Lending, Construction Loans, Home Equity Loans, REO, Loss Mitigation, Consumer Lending, Investment Properties, Credit Analysis, Debt Consolidation, Mortgage Marketing, Home Equity Lines of..., Referrals, Finance, Real Estate Economics, Loan Servicing, Investments, Funding, Mortgage Servicing, Foreclosures
Education
UMass Dartmouth 1981 — 1985
BA, Political Science
JPMorgan Chase August 2010 - Present
Fidelity Investments November 1996 - July 2009
Skills
Product Management, Credit Cards, Business Analysis, Financial Services, Agile Methodologies, Payments, Relationship Management, Business Requirements, Requirements Gathering, Payment Systems, Outsourcing, User Acceptance Testing, Call Centers, Process Improvement, PMO, Payment Card Processing, Finance
Education
University of Massachusetts, Amherst
JPMorgan Chase 1999 - Present
Skills
Real Estate Economics, Commercial Real Estate, Appraisals, Valuation, Asset Management
Education
University of Massachusetts, Amherst
Citi February 2015 - Present
Wells Fargo July 2013 - September 2014
JPMorgan Chase May 2012 - July 2013
IronFX September 2011 - January 2012
TPJ Advisory Corp August 2008 - January 2011
ABN Amro March 2006 - June 2008
Banca Com July 2004 - February 2005
Skills
Forex, Stock Market, Brokerage, International Business, Closing Deals, Multilingual, Multitasker, Professional..., International Sales, Sales Support, B2B services, Banking, Foreign Exchange, Sales Operations, Deal Closure, Currency, Derivatives, Sales, Capital Markets, Equities, Financial Markets, Management, Options, Risk Management, Trading, Trading Systems, Portfolio Management, CRM, FX Options, Marketing, Investments, Trading Strategies, Financial Services, B2B, FX trading, Commodity, Hedge Funds, FX Trading
Education
InstituteMiami Dade College 2008 — 2010
Associate Degree, International Relations
University of Miami 2008 — 2010
Masters, International Studies
State University Moldova-LDL- BS in International Law 2000 — 2005
International Law, International Business, Trade, and Tax Law
American School of Bucharest 1996 — 2000
HS Diploma
DSA
Bank of America June 2009 - November 2009
JPMorgan Chase June 2006 - November 2007
JPMorgan Chase June 2006 - September 2007
Countrywide Mortgage Services November 2005 - June 2006
Countrywide November 2005 - June 2006
Champion Mortgage August 2004 - September 2005
The Mobile Solution June 2003 - January 2004
The Mobile Solution November 2002 - June 2003
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Science, Hotel, Restaurant, Travel Management
University of Massachusetts, Amherst
Bachelors of Science
Maripaz Ferrer April 2008 - Present
Royal Bank of Scotland 2008 - 2012
JPMorgan Chase 1986 - 2008
Skills
Financial Analysis, Auditing, Equities, Finance Function..., Business Strategy, Credit Risk, Process Improvement, Team Leadership, Financial Modeling, Financial Risk, Commercial Banking, Finance, Financial Services, Banking
Education
University of Massachusetts, Amherst
Oneida County March 2008 - Present
JPMorgan Chase February 2005 - March 2008
Bank of America August 2000 - February 2005
Skills
Banking, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Government
Education
University of Miami - School of Business 1983 — 1987
Management & Organization
Hialeah High School 1980 — 1983
MIT Lincoln Laboratory August 2015 - Present
Alcatel-Lucent May 2014 - July 2014
LGS Innovations May 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Honeybee Robotics June 2011 - July 2011
Millburn Short Hills Youth Baseball April 2007 - July 2011
Skills
Java, Microsoft Office, LEED Accredited, Outlook, C, Linux, Programming
Education
University of Massachusetts, Amherst 2011 — 2015
Bachelor of Science (BS), Electrical Engineering and Mathematics
Millburn High School 2007 — 2011
The Cambridge Strategy October 2010 - Present
Pzena Investment Management June 2004 - July 2010
Glocap Advisors January 2000 - May 2004
MeesPierson January 1990 - January 1997
JPMorgan Chase June 1985 - March 1990
Education
University of Massachusetts, Amherst 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Goldman Sachs June 2015 - Present
Barclays Investment Bank December 2013 - June 2015
Barclays Investment Bank May 2010 - December 2013
JPMorgan Chase July 2006 - April 2010
Massachusetts’ Army National Guard December 1999 - December 2005
Skills
Commodity, Derivatives, Fixed Income, Equities, Investment Banking, Financial Analysis, Bloomberg, Financial Modeling, Risk Management, Capital Markets, Trading, Trading Systems, Options, FX Options, Valuation, Financial Risk, Corporate Finance, Financial Services, Middle Office, Business Analysis
Education
NYU Stern School of Business 2013 — 2016
MBA Candidate, Finance, Leadership and Change Management, and Strategy
University of Massachusetts, Amherst 2000 — 2006
Bachelor of Business Administration (BBA), Finance and Economics
Moody's Corporation August 2013 - Present
JPMorgan Chase January 2010 - July 2013
State Street October 2008 - September 2009
BNY Mellon September 2006 - September 2008
Skills
Portfolio Management, Securities, AML, Banking, Equities, Capital Markets, Hedge Funds, Mutual Funds, Financial Risk, Risk Management, Derivatives, Fixed Income, Financial Services, Series 7, Investments
Education
University of Massachusetts, Amherst 2002 — 2006
Bachelor of Science (BS), Economics
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase July 2014 - April 2015
JPMorgan Chase July 2013 - July 2014
University of Michigan October 2009 - May 2013
JPMorgan Chase June 2012 - August 2012
JPMorgan Chase May 2011 - August 2011
JPMorgan Chase May 2010 - August 2010
Skills
Business Analysis, Data Analysis, Process Improvement, Strategic Communications, Project Management, Strategic Planning, Executive Reporting, Business Development, Auditing, Budgets, PowerPoint, Microsoft Excel, Access, Visio, SharePoint, InDesign, Media Relations, Event Planning
Education
University of Michigan 2009 — 2013
Bachelor of Arts (B.A.), Communication Studies
Goldman Sachs March 2001 - Present
JPMorgan Chase March 1996 - March 2001
AICPA October 1992 - March 1996
Skills
Project Management, Project Planning, Conference Organization, Corporate Services, Facilities Management, Facilities Operations, Event Planning, Operating Budgets, Hospitality Management, Vendor Management, Business Relationship..., Conflict Resolution, Manage Client..., Business Process...
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science, Hotel, Restaurant, Travel Administration