JPMorgan Chase
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JPMorgan Chase Employees
Teneo Holdings June 2013 - Present
JPMorgan Chase March 2012 - March 2013
Accenture August 1983 - February 2012
Education
University of Oxford 1980 — 1983
JPMorgan Chase July 2007 - Present
Wells Fargo January 2007 - July 2007
Education
University of Oregon 1997 — 2002
Bachelor of Arts (B.A.), Philosophy
University of Oregon 1997 — 2002
Bachelor of Arts (B.A.), Political Science and Government
JPMorgan Chase October 2013 - Present
Individual Consultant July 2012 - Present
Honeywell October 1997 - July 2012
Colonial Penn Life Insurance Company 1994 - 1997
Prudential Financial 1989 - 1994
Prudential Insurance Company 1989 - 1991
Skills
Six Sigma Green Belt..., Total Quality..., P&L Financial Management, Strategic Planning, Employee Training and..., Customer Service..., Call Center Management, Vendor Management, Contract Negotiation, Procurement Outsourcing, Inventory Management, Microsoft Excel, Microsoft Project, Oracle, Microsoft Office, PowerPoint, Project Management, Operations Management, Financial Analysis, Energy Conservation, Field Operations, Process Improvement, Management, Leadership, Cross-functional Team..., Call Centers, P, Six Sigma
Education
University of Pennsylvania 1984 — 1988
Bachelor of Arts (BA), Social Psychology
Lending Club September 2014 - Present
JPMorgan Chase September 2011 - September 2014
Enterprise Rent-A-Car May 2008 - April 2011
Enterprise Rent-A-Car November 2005 - May 2008
Skills
Automobile, Cold Calling, Vehicles, Management, Training, Customer Satisfaction, Customer Retention, Strategy, Fleet Management, Outside Sales, Profit, Sales, Account Management, Sales Management, Operations Management, Customer Service, Product Development, Sales Process, Selling, Social Media Marketing
Education
University of Oklahoma - Price College of Business 2000 — 2005
Marketing, Marketing, Economics, Management
University of Oklahoma
Bachelor of Science (BS), Marketing
Guild Mortgage Company March 2013 - Present
Umpqua Bank Home Lending August 2009 - February 2013
JPMorgan Chase March 2001 - August 2009
Prism Mortgage June 1999 - February 2001
Mellon Mortgage March 1998 - April 1999
US Bank March 1996 - March 1998
Skills
Mortgage Lending, VA loans, FHA financing, USDA, Underwriting, Certified Mortgage..., FHA
Education
University of Oregon 1978 — 1983
Business Finance
Bare Escentuals March 2015 - Present
Jamba Juice June 2012 - November 2014
Weddington Way December 2011 - May 2012
Microsoft Corporation May 2010 - July 2011
Amazon.com October 2009 - April 2010
JPMorgan Chase December 2007 - May 2009
JPMorgan Chase July 2007 - December 2007
VECTICO, LLC December 2005 - July 2007
CGI (formerly Silver Oak Solutions) January 2004 - August 2005
ICG Commerce (formerly SSA) December 2002 - November 2003
Skills
Cross-functional Team..., Process Improvement, Strategy, Product Management, Business Analysis, Vendor Management
Education
University of Washington, Michael G. Foster School of Business 2008 — 2010
MBA, Management and Entreprenuerial Studies
University of Pennsylvania 1996 — 2000
B.A., Double Major in Economics and Psychology
Riverdale Country School
MidFirst Private Bank June 2014 - Present
Philbrook Museum of Art September 2013 - May 2014
JPMorgan Chase April 2011 - August 2013
Tulsa Area United Way May 2010 - March 2011
Bank of Oklahoma June 1997 - April 2004
Okemah National Bank September 1986 - December 1994
Skills
Commercial Lending, Financial Analysis, Fundraising, Banking, Budgets, Business Development, Cash Management, Commercial Banking, Corporate Finance, Credit, Credit Analysis, Credit Risk, Due Diligence, Finance, Financial Accounting, Financial Modeling, Financial Risk, Internal Audit, Investments, Leadership, Loans, Mergers & Acquisitions, Nonprofits, Portfolio Management, Relationship Management, Retirement Planning, Risk Management, Securities, Small Business Lending, Strategic Financial..., Strategic Planning, Treasury Management, Underwriting, Valuation, Wealth Management
Education
University of Oklahoma - Price College of Business 1995 — 1997
BBA, Accounting
Collège La Cité November 2014 - Present
JPMorgan Chase May 2013 - November 2014
JPMorgan Chase June 2012 - May 2013
xentel. inc 2009 - 2012
Convergys October 2009 - May 2010
Larco Freres S.A. August 2004 - March 2009
Unibank SA February 2003 - August 2004
Skills
Research, English, Social Media, Public Speaking, Human Resources, Time Management, Employee Relations, Recruiting, Photoshop, Team Leadership, Leadership, Windows, Outlook, HTML, Event Planning, Organizational..., SPSS, Leadership Development, Coaching, Social Networking, Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, PowerPoint
Education
University of Ottawa / Université d'Ottawa 2010 — 2012
Bachelor of Commerce (B.Com.), Human Resources Management/Personnel Administration, General
Quisqueya University 2002 — 2007
Bachelor's degree, Business Administration and Management, General
Wells Fargo Home Mortgage September 2014 - Present
National Residential Mortgage, a service of Heartland Financial USA, Inc. March 2014 - September 2014
Bank of America Home Loans June 2012 - March 2014
Wells Fargo Home Mortgage October 2011 - June 2012
Bank of America Home Loans March 2011 - October 2011
JPMorgan Chase 2009 - 2010
HSBC Finance Corp. May 2006 - April 2009
Millennium Funding Group July 2005 - January 2006
KVAL-TV June 2004 - March 2005
Skills
Auditing, Cantonese, Final Cut Pro, Banking, Mortgage Lending, Loans, Refinance, Purchase Financing, Real Estate, Investment Properties, Credit, Finance, Home Equity Loans, Mortgage Banking, First Time Home Buyers, FHA
Education
University of Oregon 2001 — 2005
B.A.
Arbonne International LLC April 2015 - Present
Stonebridge February 2014 - April 2015
BOK Financial July 2011 - November 2013
JPMorgan Chase January 2008 - July 2011
Skills
Oil/Gas, Social Media Marketing, Business Development, Event Planning, Banking, Credit, Consumer Lending, Loans, Customer Service, Risk Management, Mortgage Lending, Process Improvement, Retail Banking, Financial Analysis, Business Analysis, Financial Services, Compliance, Staff Development, Leadership Development, Team Building, Sales, Employee Training, Energy, Relationship Management, Leadership
Education
University of Oklahoma 1995 — 1999
Bachelors Degree, Business Management and Public Relations
Argosy Private Equity 2014 - Present
CMF Associates May 2012 - May 2014
JPMorgan Chase August 2011 - May 2012
Lower Merion Lacrosse January 2011 - October 2011
Professional Transcription Services, Inc. February 2010 - August 2011
Skills
Business Development, New Business Development, Start-ups, Healthcare, Mergers, Public Speaking, Sales, Fundraising, Marketing, Deal Flow, Deal Sourcing, Mergers & Acquisitions, LBO, Private Equity, Divestitures, Corporate Finance, Entrepreneurship, Strategy, Corporate Development, Strategic Partnerships, Executive Management, Acquisitions
Education
University of Pennsylvania 2005 — 2009
BA, History
The Haverford School 2001 — 2005
High School
Ideel Inc December 2014 - Present
Bloomingdale's August 2014 - December 2014
Bloomingdale's June 2012 - July 2014
Grey Group June 2011 - August 2011
Wharton Business School February 2010 - May 2011
Wharton Business School December 2009 - May 2011
JPMorgan Chase June 2010 - August 2010
Skills
Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Financial Modeling, Management, Analysis, Event Planning, Marketing, Data Analysis, Public Relations, Program Management, CRM
Education
University of Pennsylvania 2008 — 2012
Bachelors of Arts, Communications, Marketing, Hispanic Studies
Saint Andrews School 2004 — 2008
JPMorgan Chase Financial AnalystVistage International Inc.May 2012 - December 2012
Skills
Microsoft Office, Research, PowerPoint, Public Speaking, Interpersonal Skill, Data Analysis, Teamwork, Financial Analysis, Time Management, Spanish, SPSS, Leadership, Finance, Analysis, Microsoft Excel
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science in Economics, Healthcare Management
University of Pennsylvania 2010 — 2014
Bachelor’s Degree, Nursing
The Yield Book (Citi) January 2012 - Present
The Yield Book (Citi) July 2010 - December 2011
University of Pennsylvania June 2009 - April 2010
JPMorgan Chase July 2007 - July 2008
Tata Consultancy Services August 2004 - June 2007
Skills
Java, Python, Software Design, Unix, Distributed Systems, Machine Learning, SQL, C, Perl, Hadoop, Unix Shell Scripting, C++, MySQL, Web Applications, Software Project..., Oracle, SDLC, Shell Scripting
Education
University of Pennsylvania 2008 — 2010
MS, Computer and Information Science
Veer Surendra Sai University of Technology 2000 — 2004
BE, Computer Science and Engineering
Swift Communications, Inc. November 2014 - Present
Foot Locker Inc August 2009 - October 2013
Talenthouse July 2011 - September 2011
EPPRM Management July 2011 - August 2011
JPMorgan Chase June 2011 - July 2011
Skills
Microsoft Office, Microsoft Works, Google Docs, Twitter, Website Promotion, Marketing Research, AutoCAD, Marketing Communications, Event Management, Event Planning, Facebook, Public Speaking, Social Networking
Education
University of Oregon 2008 — 2012
Bachelor of Science, Political Science and Communications
JPMorgan Chase August 2014 - Present
KeyBank July 2008 - August 2014
Umpqua Bank March 2007 - July 2008
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2006
Bachelor of Science in Business Administration
University of Oregon March 2015 - June 2015
KPMG June 2014 - August 2014
Alpha Epsilon Pi January 2013 - January 2014
JPMorgan Chase June 2013 - September 2013
Skills
Group Leadership, Microsoft Excel, Microsoft Office, OneSource, Lotus Notes, Presentations, Accounting, Teaching, Teamwork, Social Networking, Leadership
Education
University of Oregon - Charles H. Lundquist College of Business 2014 — 2015
Master of Science (MS), Accounting
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Science (BS), Accounting
Pascack Valley High School 2006 — 2010
Charles Schwab & Co., Inc. October 2014 - Present
CB Richard Ellis August 2011 - October 2014
Two Degrees May 2010 - August 2011
JPMorgan Chase September 2007 - October 2009
CB Richard Ellis (Formerly Trammell Crow Company) 2005 - 2007
CB Richard Ellis (Formerly Trammell Crow Company) 2003 - 2005
Starbucks Coffee Company 2000 - 2003
First American Title 1993 - 2000
Skills
Forecasting, Financial Reporting, Financial Analysis, Auditing, Budgets, Analysis, Finance, Strategy, Accounting, Mergers & Acquisitions, Corporate Finance, General Ledger, Variance Analysis, Account Reconciliation, Business Analysis, Managerial Finance
Education
University of Washington, Michael G. Foster School of Business 1998 — 2000
MBA, Finance & Urban Development
University of Oregon - Charles H. Lundquist College of Business 1987 — 1992
BA, Accounting
Morgan Stanley May 2010 - April 2012
JPMorgan 2007 - 2009
JPMorgan Chase 2005 - 2007
JP Morgan 2002 - 2005
Skills
Outsourcing, Program Management, Project Management, Business Analysis, IT Business Management, Risk Management, Financial Analysis, Financial Modeling, Financial Reporting, Telecommunications, IT Management, IT Transformation, IT Strategy, Microsoft Excel, PowerPoint, Microsoft Word, Communication, Collaboration, Managed Services, Organizational Design, Goal Oriented, IT Infrastructure..., Data Privacy, Vendor Management, Business Case, Financial Services, Strategy, Project Planning, Management Consulting, Business Process..., Information Technology, Management, PMO, Project Portfolio..., Infrastructure, Budgets, Mergers & Acquisitions, Portfolio Management, Business Strategy, Executive Management, Banking, Forecasting, Business Transformation
Education
New York School of Interior Design 2009 — 2015
Certificate in Basic Interior Design, Interior Design, 3.96 GPA
YogaWorks 2013 — 2013
Graduate of the Yoga Alliance approved YogaWorks intensive 200-hour Teacher Training program., Yoga Teacher Training/Yoga Therapy
University of Pennsylvania
BS, Economics, Finance
University of Pennsylvania - The Wharton School
Bank of Oklahoma November 2014 - Present
Bank of Oklahoma March 2012 - November 2014
Bank of Oklahoma November 2010 - March 2012
JPMorgan Chase December 2008 - November 2010
MassMutual Financial Group January 2007 - December 2008
Skills
Investments, Series 7, Securities, Strategic Financial..., Series 63, Series 6, Credit Analysis, Loans, Private Banking, Wealth Management
Education
University of Oklahoma 2004 — 2006
Bachelor of Arts (B.A.), Economics
Adam Real Estate - Avison Young November 2012 - Present
JPMorgan Chase April 2011 - November 2012
Synchro Sports February 2008 - August 2009
Skills
Event Management, Event Planning, Marketing Communications, Public Relations, Marketing Strategy, Sponsorship, Marketing, Social Media, Sports Marketing, Budgets, Advertising, Microsoft Office, French, Strategic Planning, Social Media Marketing, Business Development, Management, Strategy, Leadership, Customer Service, Market Research, Sales, Social Networking, Entrepreneurship, New Business Development, Research, Online Marketing, Communication, Customer Satisfaction, Telecommunications, Technical Support
Education
University of Ottawa 2010 — 2012
Bachelors Degree
Champlain College 2010 — 2010
AEC
Champlain College 2005 — 2008
DEC
J.P. Morgan September 2015 - Present
Janney Montgomery Scott May 2010 - September 2015
JPMorgan Chase March 2003 - May 2010
Merrill Lynch July 2000 - March 2003
Skills
Bloomberg, Equity Research, Equities, Equity Trading, Financial Modeling, Asset Management, Alternative Investments, Management, Mutual Funds, Options, Portfolio Management, Private Banking, Securities, Series 7, Series 63, Trading, Valuation, Fixed Income, Hedge Funds, Investment Banking, Investments, Capital Markets
Education
University of Pennsylvania 1996 — 2000
State Farm August 2014 - Present
JPMorgan Chase August 2011 - December 2013
REDC d/b/a Servicelink July 2009 - August 2011
Bank of America Home Loans February 2004 - July 2009
Vartec Telecom d/b/a/ Excel Communications November 1999 - February 2004
DoubleTree by Hilton July 1993 - November 1999
Skills
Project Management, Loss Mitigation, Microsoft Office, Communication Skills, Mortgage Lending, Mortgage Servicing, Residential Mortgages, Mortgage Banking, Account Management, Change Management, Program Management, Customer Service, Employee Training, Training Delivery, Career Development, Contact Center..., Contact Center..., Foreclosures, Loans, Loan Servicing, REO, Credit, Portfolio Management, Risk Management, Underwriting, Real Estate Financing, Default, Banking
Education
University of Oklahoma - Price College of Business 1990 — 1993
Business Administration
Trinity Industries, Inc. November 2013 - Present
JPMorgan Chase September 2012 - October 2013
Acxiom May 2011 - May 2012
American Eagle Outfitters May 2010 - August 2010
Parker School Uniforms May 2010 - August 2010
ReneeSolinger CPA, PC May 2010 - August 2010
Wilson Elser 2008 - 2009
Education
University of Oklahoma - Price College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
TD Ameritrade June 2010 - Present
Pershing LLC, an affiliate of The Bank of New York Mellon February 2006 - June 2010
Citigroup October 2004 - February 2006
JPMorgan Chase September 2000 - October 2004
Skills
Marketing, Strategy, Program Management, Strategic Planning, Brand Management, Financial Services, Series 7, Practice Management, Financial Advisory, Thought Leadership, Marketing Strategy, Public Speaking, Integrated Marketing
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Spanish Literature
Umpqua Bank November 2011 - Present
JPMorgan Chase August 2008 - June 2010
Wells Fargo Home Mortgage May 2006 - June 2008
Meridian Mortgage December 1999 - May 2006
Skills
Spanish, Loans, Real Estate, FHA, Financial Analysis, Investment Properties, Loan Origination, Mortgage Lending, Construction Loans, Refinance, Consumer Lending, Commercial Lending, VA loans, Public Speaking
Education
University of Oregon 1980 — 1985
Concord High School 1974 — 1978
New York University July 2013 - Present
New York University May 2009 - June 2013
Bear Stearns September 2004 - January 2009
JPMorgan Chase 2008 - 2008
Duke Energy April 2003 - July 2004
Duke Energy May 2002 - April 2003
Skills
Financial Reporting, Variance Analysis, Finance, Account Reconciliation, Financial Statements, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Accounting, Analysis, Due Diligence, Financial Accounting, Forecasting
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
University of Oklahoma - Price College of Business 1997 — 2002
Bachelor's, Finance & Accounting
Legal Marketing Association 2014 - Present
Metropolitan Corporate Counsel August 2012 - Present
ABL Marketing Strategies ("ABL") June 2012 - Present
Marks Paneth LLP June 2011 - May 2012
The Metropolitan Corporate Counsel September 2004 - May 2011
Russell Stephens April 2007 - April 2010
Society of Professional Journalists (SPJ) 2003 - 2005
JPMorgan Chase 1998 - 2002
ABL Marketing; Grant Thornton LLP; New York Institute of Finance 1990 - 1998
Skills
Marketing, Business Development, Public Relations, Project Management, Marketing Strategy, Recruiting, Editorial, Management, Non-profits, Media Relations, Strategy, Competitive Intelligence, Nonprofits, Social Media, Business Strategy, Email Marketing, Staff Management, Direct Marketing, Research, Financial Services, Business Planning, Sales, Vendor Relationships, Sales Process, Training, Relationship Management, Proposal Writing, Content management, Practice Management, Measurement and Metrics, Non-Profit, Content Management
Education
University of Pennsylvania
Bachelor's Degree
Innovative Systems, Inc. June 2015 - Present
JPMorgan Chase June 2014 - August 2014
Innovative Systems, Inc. June 2013 - August 2013
Skills
Fast-paced, Java, Social Interaction, Agile Application..., Scrum, C++, Oracle, Microsoft SQL Server, Sybase, Autosys, GUI, Linux Server
Education
Lehigh University - College of Engineering 2011 — 2015
Bachelor of Science (BS), Computer Science
Lehigh University - College of Arts and Sciences 2011 — 2015
Bachelor of Arts (BA), Cognitive Science
University of Oslo (UiO) 2013 — 2013
Study Abroad, Computer Science/Cognitive Science
Chase Paymentech January 2014 - Present
JPMorgan Chase January 2013 - January 2014
Bloomspot.com July 2011 - February 2013
Nordstrom September 2006 - June 2011
Skills
Customer Satisfaction, Salesforce.com, Sales Operations, Sales, CRM, Cold Calling, Team Management, Account Management, Social Media, B2B, Marketing, Online Advertising, Marketing Strategy, Retail, New Business Development, Email Marketing, Online Marketing, Customer Service, Management, Sales Presentations, Start-ups, Marketing Communications, Advertising, Digital Marketing, Team Building, Training, Contract Negotiation, E-commerce, Building Relationships, Merchandising, Time Management, Social Media Marketing, Sales Process, Leadership, Lead Generation
Education
University of Oregon 2002 — 2006
Bachelor of Arts (BA), Business Administration
JPMorgan Chase July 2009 - Present
U.S. Bank 1989 - 2009
Skills
Commercial Lending, Credit Analysis, Commercial Banking, Loans, Credit, Lines Of Credit, Banking, Portfolio Management, Treasury Management, Asset Based Lending, Commercial Mortgages, Cash Management, Consumer Lending, Credit Risk, Small Business Lending
Education
University of Oregon 1985 — 1989
Bachelor of Science, Finance and Marketing
Crescent Valley High School 1982 — 1985
JUST Capital February 2015 - Present
HELiOS Building Efficiency September 2012 - Present
The Global Impact Investing Network May 2012 - Present
B Lab September 2009 - Present
MSCI Inc. June 2010 - February 2015
Local Food Systems, Inc. January 2012 - December 2014
RiskMetrics Group March 2009 - June 2010
Innovest Strategic Value Advisors October 1998 - March 2009
Lehman Brothers Inc. 1996 - 1998
JPMorgan Chase 1990 - 1996
Skills
Climate Change, Energy Efficiency, Alternative Energy, Clean Energy, Carbon Finance, Global Warming, Sustainability, Renewable Energy, Corporate Social..., Environmental, Sustainable Agriculture, Environmental Awareness, Investments, Cleantech, Hedge Funds, Energy, Sustainable Energy, Governance, Research, Corporate Governance, Sustainability..., Business Strategy, Sustainable Development, Venture Capital, Entrepreneurship, Strategy, Socially Responsible..., Environmental Issues, Private Equity, Environmental Policy, Start-ups, Investor Relations, Management, Asset Management, Equities, Portfolio Management, Sustainable Business, Sustainability Reporting, Investment Management, Social Entrepreneurship, Leadership, Economics, Finance, Emerging Markets, Corporate Development, Alternative Investments, Stakeholder Engagement, Carbon, Financial Analysis, International Business
Education
University of Pennsylvania - The Wharton School 1984 — 1985
MBA, FInance and Real Estate
University of Pennsylvania 1976 — 1980
BA, International Relations
St. Mark's School 1973 — 1976
JPMorgan Chase 2014 - Present
JPMorgan Chase 2013 - 2014
JPMorgan Chase 2010 - 2012
Deutsche Bank 1998 - 2010
Bankers Trust 1991 - 1997
Skills
Program Management, Risk Management, Operational Risk, Risk and Control Self..., Business Continuity..., Creative Problem Solving, Business Resiliency..., Global Teamwork, Governance, Project Management, Data Management, Business Requirements, Thought Leadership, Cross-functional Team..., Presentation Development, Research and analysis, SharePoint, Process Modeling, Metrics Definition, KPI Dashboards, Process Mappinjg, Sophisticated Data..., Product Evaluation
Education
University of Pennsylvania
Doctor of Philosophy (Ph.D.), Energy Managment and Policy
University of Pennsylvania
Bachelor's Degree, Mathematics
untapt October 2013 - Present
JPMorgan Chase May 2011 - March 2013
JPMorgan Chase January 2007 - May 2011
JPMorgan Chase July 2004 - December 2006
JPMorgan Chase October 2001 - June 2004
Cygnifi January 2000 - September 2001
JPMorgan July 1997 - December 1999
IBM August 1995 - June 1997
Education
University of Oxford 1992 — 1995
Physics
Self Employed December 2014 - Present
Self Employed April 2013 - Present
Phoenix Partners September 2008 - April 2013
JPMorgan Chase September 2003 - April 2008
Skills
Derivatives, Trading, Credit Derivatives, Structured Products, CDS, Fixed Income, Bloomberg, Trading Systems, Bonds, Series 7, Series 63, Technical Analysis, Trading Strategies, FX trading, Foreign Exchange, Algorithmic trading, Microsoft Excel, VBA, Microsoft Visual Studio..., Equity Derivatives, Options, Trading System
Education
University of Oxford 1992 — 2001
DPhil & MEng, Turbomachinery (DPhil) & Engineering Science (MEng - 1st Class)
Sallie Mae January 2010 - January 2014
Smarter Agent January 2009 - December 2009
JPMorgan Chase August 2007 - October 2008
barclaycard October 2006 - July 2007
Bank of America January 2000 - January 2006
Mercer January 1993 - January 1999
Oliver Wyman January 1990 - January 1992
Skills
Strategy, Analytics, CRM, Cross-functional Team..., Competitive Analysis, Segmentation, Leadership, Market Research, Program Management, Management, Integrated Marketing, Financial Services, Banking, Vendor Management, Credit Cards, Marketing, Product Development, Business Strategy, Executive Management, Strategic Planning, Direct Marketing, Marketing Strategy, Budgets, E-commerce, Portfolio Management, Customer Retention, Strategic Partnerships, Finance
Education
University of Oxford 1990 — 1994
Master of Arts, History and German
University of Oxford 1986 — 1990
Bachelor of Arts, History and German
National Bank of Canada July 2013 - Present
UQAM Université du Québec à Montréal July 2013 - Present
JPMorgan Chase July 2011 - July 2013
AIESEC Carleton July 2011 - October 2011
AIESEC Ottawa August 2010 - October 2011
AIESEC Ottawa January 2011 - June 2011
Department of Foreign Affairs May 2010 - August 2010
Vorlage Ski School January 2004 - March 2010
City of Ottawa July 2009 - August 2009
City of Ottawa June 2009 - August 2009
Skills
Leadership, Microsoft Excel, Teamwork, Databases, Staff Development, Research, Analysis, Social Media, Government, Public Speaking, Strategic Planning, Customer Service, Project Management, Microsoft Office, Non-profits
Education
École du Barreau du Québec 2010 — 2011
Professional Designation, Legal
University of Ottawa 2009 — 2010
B Com, Commerce Option Marketing
University of Ottawa 2008 — 2009
LL.B., Common Law
University of Vienna 2008 — 2008
LL.L., International Law
University of Ottawa 2006 — 2008
LL.L., Civil Law
Bank of Oklahoma 2009 - Present
BOk Mortgage February 2008 - Present
JPMorgan Chase June 1997 - December 2008
Liberty Mortgage Company March 1995 - June 1997
Education
University of Oklahoma - Price College of Business 1968 — 1973
Finance
Mobile Technologies Inc. August 2013 - Present
VoiceNoises Photography January 2012 - Present
MTI-Interactive November 2011 - August 2013
Express Employment Professionals February 2011 - February 2012
Entercom July 2010 - August 2011
VW Credit, Inc. 2011 - 2011
JPMorgan Chase October 2008 - February 2010
Herzog-Meier Mazda June 2008 - October 2008
Ron Tonkin Mazda January 2007 - June 2008
GameStop 2004 - 2006
Skills
Sales, Marketing Strategy, Social Media Marketing, Social Media, Customer Service, Technical Writing, Technical Documentation, Field Technicians, Customer Service..., Art, Fine Art Photography, Photography, Digital Photography, Corel Draw, Corel Photopaint, Corel, Microsoft Office, Microsoft Excel, Microsoft Word, Graphic Design, Logo Design, Lego, Consumer Electronics, Sales Process
Education
University of Oregon 2004 — 2007
Art, Chinese
Portland Chinese School 1990 — 2000
N/A, Chinese
Bed Bath & Beyond October 2013 - Present
Bed Bath & Beyond November 2011 - October 2013
The Vitamin Shoppe December 2009 - November 2011
John Wiley and Sons, Inc. June 2009 - December 2009
JPMorgan Chase June 2007 - August 2007
Skills
Merchandising, Visual Merchandising, Publishing, Publicity, Event Planning, Retail, Sales, JDA, Facebook, Social Media
Education
University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Marketing
Bank of America June 2015 - Present
STA Group January 2013 - June 2015
CME Group October 2012 - January 2013
Bank of America August 2010 - September 2012
Discovery Channel March 2007 - July 2010
Bank of America November 2006 - February 2007
TransUnion Real Estate Services March 2004 - October 2006
JPMorgan Chase March 2003 - November 2003
Kemper Insurance Companies July 2002 - February 2003
Nicor Energy June 2002 - July 2002
Skills
Java, Java Enterprise Edition, Spring, Hibernate, SQL, Design Patterns, Domain Modeling, Domain Driven Design, SOA, Web Services, Multithreading, Agile Methodologies, UML, Test Driven Development, JUnit, EasyMock, Apache Commons, Concurrent Programming, Java Concurrency, JAX-WS, REST, JAXB, XML, XSD, XSLT, EJB, JMS, JPA, JDBC, JCE, Cryptography, JSF, Swing, Java3D, 3D Graphics, Computer Graphics, JSP, Struts, Tomcat, Websphere, Glassfish, Microsoft SQL Server, Oracle 9i, MySQL, Lucene, Solr, Maven, Gradle, Jenkins, Splunk
Education
University of Pennsylvania 1999 — 2000
MS, Computer Science
University of Virginia 1994 — 1998
BA, Mathematics, Computer Science
Stuyvesant High School 1990 — 1994
High School
Capital One Home Loans November 2014 - Present
JPMorgan Chase November 2001 - November 2014
Skills
Sales, Financial Modeling, Customer Service, Process Improvement, Business Development, FHA, Investment Properties, Business Analysis, Loans, Mortgage Lending, Real Estate, Credit Analysis, Consumer Lending, Mortgage Marketing
Education
University of Pennsylvania
Bachelor of Arts (B.A.)
Holton-Arms
Bank of Texas November 2013 - Present
J.P. Morgan April 2012 - December 2013
JPMorgan Chase February 2011 - January 2013
JPMorgan Chase April 2008 - February 2012
Skills
Series 6, Series 63
Education
University of Oklahoma 1998 — 2003
Bachelor of Science (B.S.), Public Administration
Ardmore High School 1994 — 1998
MetLife February 2013 - Present
Collegiate Insurance Resources, a division of USI Affinity February 2009 - February 2013
JPMorgan Chase April 2007 - 2009
University of Oregon Alumni Association 1999 - 2007
BCT (Beavercreek Telephone Company) January 1997 - December 1999
Gerber Legendary Blades March 1992 - April 1996
Skills
Customer Relations, National Account Sales, Fundraising, Non-profits, New Business Development, Business Development, Relationship Management, Strategic Planning, Customer Service, National Accounts, Account Management, Marketing, Sales, Media Relations, Contract Negotiation
Education
University of Oregon 1981 — 1986
Journalism
Churchill High School 1979 — 1981
High School Diploma
Marvina May 2014 - Present
General Assemb.ly May 2012 - Present
Self September 2011 - May 2012
Prepfly May 2009 - September 2011
Vistaprint July 2009 - April 2010
Microsoft June 2008 - August 2008
JPMorgan Chase June 2007 - August 2007
Baseball Factory May 2006 - August 2006
Skills
Ruby on Rails, Django, JavaScript, Web Development, backbone.js, MongoDB, Backbone.js, Test Driven Development
Education
University of Pennsylvania 2005 — 2009
BSE, Computer Science
Association of Canadian Financial Officers May 2011 - Present
Canadian Internet Registration Authority October 2007 - April 2011
JPMorgan Chase March 2007 - October 2007
Dell Canada April 2006 - November 2006
Bell Sympatico (Bell Canada) April 2005 - April 2006
Bell Sympatico (Bell Canada August 2004 - April 2006
Bell Sympatico (Bell Canada) July 2004 - April 2005
Bell Sympatico (Bell Canada) December 2003 - July 2004
Bell Sympatico (Bell Canada) December 2003 - July 2004
Skills
Coaching, Customer Service, Leadership, Management, Social Media, Sales, Call Center, Analysis, Marketing, Public Speaking, Marketing Communications, System Administration, Non-profits, Event Planning, Social Media Marketing
Education
University of Ottawa 1998 — 2002
B.A, Electrical Engineering; medicine
Faculy of Medicine 1994 — 1998
Undergraduate study of medicine, Undergraduate study of medicine
JPMorgan Chase March 2014 - Present
JPMorgan Chase September 2011 - February 2014
Bank of America December 2009 - August 2011
Bank of America 2006 - 2008
Bank of America 2006 - 2008
Bank of America 2006 - 2006
Skills
Credit, Product Development, Portfolio Management, Banking, Operations Management, Operational Excellence, New Business Development, Business Development, Sales, Business Analysis, Vendor Management, Negotiation, Analytics, Credit Risk, Team Building, Leadership, Process Improvement, Credit Cards, Change Management, Strategic Planning, Management, Risk Management, Strategy, Relationship Management, Call Centers, Customer Experience, Financial Services, Executive Management, CRM, Business Process..., Outsourcing, Cross-functional Team..., Program Management, Analysis, Business Strategy, P&L Management, Customer Satisfaction, Marketing, Financial Analysis, Forecasting
Education
University of Ottawa / Université d'Ottawa 1989 — 1994
Business Administration, Business Administration and Management, General
SFDCI
SFDCI
Citi April 2014 - Present
American Express July 2013 - April 2014
Citi August 2011 - February 2013
American Express September 2009 - January 2011
UBS November 2008 - March 2009
Starwood Hotels & Resorts February 2008 - October 2008
UBS February 2007 - January 2008
American Express August 2006 - January 2007
JPMorgan Chase 2004 - 2005
JPMorgan Chase 2003 - 2004
Skills
Advertising, Direct Marketing, Management, Market Planning, Loyalty Marketing, Budgets, Program Management, Product Launch, Customer Acquisition, Customer Retention, Process Improvement, Direct Mail, Business Planning, Market Analysis, Executive Management, Leadership, Business Strategy, B2B Marketing, Team Leadership, Sales
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Marketing
University of Pennsylvania 1975 — 1976
MA, Museum Studies
University of Pennsylvania 1971 — 1975
BA, History
Philips Andover / Abbot Academy
High School
JPMorgan Chase August 2012 - Present
Bank of Oklahoma June 2009 - August 2012
Skills
Banking, Finance, Loans, Small Business Lending, Cash Management, Mortgage Lending, Credit, Commercial Banking, Commercial Lending, Risk Management, Business Analysis, Leadership, Consumer Lending, Retail Banking
Education
University of Oklahoma - Price College of Business 2015 — 2017
Master of Business Administration (MBA)
University of Oklahoma - Price College of Business
Bachelor of Business Administration, Finance
HSBC February 2014 - Present
JPMorgan Chase February 2005 - January 2014
EU-China Trade Project April 1998 - May 2003
BNP Paribas April 1990 - May 1994
Drew & Napier LLC July 1989 - April 1990
Education
Pantheon-Sorbonne (Paris) - School of Law
Master’s Degree, International Business Law & Taxation
BB&T December 2013 - Present
Chase Bank April 2010 - November 2013
JPMorgan Chase January 2006 - April 2010
Blockbuster 2002 - 2006
Hollywood Entertainment 1998 - 2002
Skills
Real Estate Transactions, Real Estate, Asset Management, Investment Properties, Management, Due Diligence, Leases, Real Estate Development, Commercial Real Estate, Asset Managment, Retail, Budgets, Dispositions, Brokerage, Contract Negotiation, Corporate Real Estate, Disposition, Investments, Lease Administration, Location Intelligence, Property, Property Management, Real Estate Financing, Real Estate Economics, Lease Negotiations, Acquisitions, Sales, Financial Analysis, Strategic Planning, Leadership
Education
University of Oklahoma 1985 — 1989
BBA, Finance, Graduated
Camp Gladiator July 2014 - Present
JPMorgan Chase September 2012 - November 2013
JPMorgan Chase February 2011 - September 2012
JPMorgan Chase January 2009 - January 2011
JPMorgan Chase January 2008 - December 2008
Fremont Investment & Loans July 2006 - January 2008
Nationstar Mortgage April 2005 - July 2006
Shadow Mountain Behavioral Health Systems January 2004 - April 2005
Skills
Mortgage Banking, Loan Origination, Banking, Credit, Foreclosures, Loans, Loss Mitigation, Team Leadership, Team Management, Training, Underwriting, Analysis, Leadership, Customer Satisfaction, Software Documentation
Education
University of Oklahoma 1997 — 2002
Bachelor of Science (B.S.), Sociology/Criminology
Inboard Action Sports April 2015 - Present
CIBC World Markets 2013 - 2015
State Street 2009 - 2012
JPMorgan Chase 2004 - 2008
JPMorgan Chase 1996 - 2004
JPMorgan Chase 1993 - 1996
Skills
Proprietary Trading, Global Macro, Portfolio Management, Arbitrage, Relative Value, Technical Analysis, Risk Management, NPV, Value Investing, Real Estate Investment, Real Estate Finance, Cash Flow Forecasting, Trade Execution, Trading Platforms, Day Trading, Wall Street, Buy-side, Sell Side, Trading Technology, Debt Markets, Price Forecasting, Market Making, Credit Trading, MBS, Commercial Paper, Interest Rate Swaps, Forwards, FRA, FX trading, FX Hedging, Salesforce.com
Education
University of Pennsylvania
Bachelor of Applied Science (B.A.Sc.), Systems Engineering
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Finance
Labconco Corporation August 2015 - Present
Z-SC1 Biomedical 2014 - 2015
Thermofisher Scientific 2010 - 2013
JPMorgan Chase 2009 - 2010
Canadian Property Stars 2006 - 2009
University of Ottawa 2007 - 2008
Skills
Capital Equipment, Biotechnology, Medical Devices, Life Sciences, Lifesciences, Sales Operations, Management, Selling, Sales, Customer Service, Marketing, Key Account Management, Sales Management, Sales Process, Biochemistry, Product Launch, Molecular Biology
Education
University of Ottawa 2005 — 2009
B.sc, Biochemistry
Smallfry November 2014 - Present
INTO University Partnerships April 2010 - August 2014
JWT INSIDE, a J. Walter Thompson company May 2008 - January 2010
Ziba Design October 2006 - May 2008
University of Oregon May 2005 - September 2006
Cornish College of the Arts September 2004 - May 2005
JPMorgan Chase April 2003 - March 2004
JWT INSIDE, a J. Walter Thompson company December 1998 - April 2003
Skills
Fundraising, Advertising, Direct Marketing, Marketing Communications, Event Planning, Integrated Marketing, Cross-functional Team..., Marketing, Strategic Planning, Email Marketing, Copywriting, Public Relations, SEO, Strategic Communications, Internal Communications, Media Relations, Corporate Communications, Marketing Strategy, Nonprofits, Higher Education, Leadership, Strategy
Education
University of Oregon
Bachelor of Arts, Sociology
Opus Bank January 2015 - Present
Opus Bank November 2013 - Present
Comerica May 2011 - October 2013
Graphique Communications Design August 2010 - May 2011
JpMorgan Chase June 2007 - August 2010
Copper Star Bank 2005 - 2007
Skills
Loans, Credit, Mortgage Lending, Banking, Commercial Lending, Small Business Lending, Mortgage Banking, Small Business, Business Development, FHA, Series 7, Customer Service, Underwriting, Investments, Cash Management, Commercial Banking, Refinance, Portfolio Management, Marketing, Consumer Lending, Credit Analysis, Retail Banking, Loan Origination, Treasury Management, Lines Of Credit, Insurance, Commercial Mortgages, Finance, Retirement Planning, Leadership, Relationship Management, Wealth Management, Cross Selling, Residential Mortgages, Asset Based Lending, Financial Services, Strategic Financial..., Treasury Services, Financial Analysis, Deposits, Credit Cards, Series 6, Branch Management, Financial Planning
Education
University of Oregon
Facebook January 2014 - Present
Symphony Commerce (formerly sneakpeeq) July 2013 - September 2013
JPMorgan Chase June 2012 - August 2012
Christie's June 2010 - August 2010
Skills
Marketing, Social Media, Microsoft Office, Editing, Writing, Communication, Competitive Analysis, Project Management, Social Networking, Analysis, Data Analysis
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics
University of New South Wales
Spence School 1996 — 2009
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase May 2014 - August 2014
Huddler.com May 2013 - August 2013
Education
University of Pennsylvania 2012 — 2015
Bachelor of Arts (B.A.), Economics, History
Redwood High School 2008 — 2011
High School
Aramark November 2014 - Present
Aramark Uniform Services September 2014 - Present
JPMorgan Chase January 2011 - December 2013
Fred Meyer March 2005 - January 2011
Skills
Investments, Banking, Financial Analysis, Sales, Management, Customer Service, Finance, Loans, Credit, Series 63, Cold Calling, Life Insurance, Series 6
Education
University of Oregon
B.S, Economics w/ minor in Business Administration
JPMorgan Chase August 2012 - Present
Environne April 2012 - June 2012
SprinkleBit February 2012 - April 2012
Dog Days Ranch January 2012 - March 2012
K-Mart October 2005 - July 2008
Education
University of Oregon 2008 — 2012
JPMorgan Chase April 2014 - Present
JPMorgan Chase June 2011 - March 2014
Ecosystem Marketplace June 2006 - July 2009
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
MBA and MS, Erb Institute for Global Sustainable Enterprise
Georgetown University - Walsh School of Foreign Service 2005 — 2007
BS, Science, Technology & International Affairs
University of Pennsylvania 2003 — 2005
Capital One May 2015 - Present
JPMorgan Chase July 2014 - May 2015
University of Pennsylvania April 2011 - July 2014
University of Pennsylvania February 2008 - July 2014
Comcast-Spectacor July 2007 - February 2008
Philadelphia Phillies January 2006 - July 2007
Philadelphia Phillies May 2004 - January 2006
Philadelphia Phillies January 2001 - May 2004
Skills
Criminology, Budget, Event Planning, Research, Event Management, Editing, Organization, Organizational..., Mentoring, Supervisory Experience, Highly detail oriented, Close Attention to..., Diligent, Communication, Time Management, Hiring Practices, Human Resources, Clinical Trials, Checklists, Spreadsheets, Databases, Office Organizing, Client Focus, Solution Focused, Budgets
Education
University of Pennsylvania 2009 — 2011
M.S., Criminology
University of Pennsylvania 2000 — 2004
B.A., Sociology and Communications
Mount Saint Joseph Academy 1996 — 2000
H.S. Diploma
Executive Office September 2007 - Present
Ultra Records 2006 - 2007
JPMorgan Chase 1998 - 2001
Skills
Business Development
Education
University of Pennsylvania 1994 — 1998
B.S., Economics
SolarWinds N-able 2014 - Present
JPMorgan Chase 2011 - 2013
Salesforce.com 2006 - December 2011
CIBC 2005 - 2006
AmeriCredit Financial 2001 - 2005
PricewaterhouseCoopers 1998 - 2001
Skills
Team Building, CRM, Management, Analysis, Training, Customer Service, Salesforce.com, Sales Management, Leadership, Recruiting, Coaching, Sales Process, Analytics, Market Research, Sales Operations, Data Analysis, Employee Engagement, Team Leadership, Project Management, Relationship Management, Vendor Management, Cloud Computing, Teamwork, Microsoft Office, Sales, Quality Assurance, Performance Management, Enterprise Software, Hiring, Business Analysis, Account Management, Negotiation
Education
University of Ottawa
Bachelor of Arts
York University
Certificate
Citi April 2014 - Present
Confidential 2010 - May 2014
Exeter Group, Inc. August 2007 - April 2014
JPMorgan Chase 2005 - 2007
Princeton Information 2000 - 2005
Search Inc. 1997 - 2000
Skills
Sourcing, Training, Procurement, Supply Management, Financial Services, PeopleSoft, Technical Recruiting, Talent Acquisition, SaaS, CRM, Temporary Placement, Business Process..., Business Analysis, Business Intelligence, Management Consulting, Internet Recruiting, Staffing Services, Outsourcing, Management
Education
University of Pennsylvania 1985 — 1989
Citibank July 2015 - Present
JPMorgan Chase May 2013 - July 2015
Greenlight Financial Services August 2010 - May 2013
NationPoint 2003 - 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, FHA, Refinance, Residential Mortgages, Credit, FHA financing, VA loans, Credit Analysis, Underwriting, Banking, First Time Home Buyers, Real Estate, Investment Properties, FHA Financing, VA Loans, USDA
Education
University of Oregon
Bachelor of Science, Psychology
Crest Ventures June 2015 - Present
The White House May 2013 - August 2013
William Penn Foundation April 2013 - May 2013
The Wharton School October 2012 - May 2013
Wharton Social Impact Initiative January 2012 - May 2013
Wharton Sports Business Institute January 2012 - May 2012
Miles & Associates International African Youth Development Fund July 2011 - November 2011
LEAD Summer Global Institute June 2011 - July 2011
JPMorgan Chase June 2010 - August 2010
First Book July 2009 - September 2009
Skills
Nonprofits, Community Outreach, Public Speaking, Grant Writing, Research, Leadership Development, Community Development, Fundraising, Philanthropy, Social Media Marketing, Policy, Team Building, Due Diligence, Program Development, Speech Writing, Project Team Management
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Urban Studies
Oxon Hill High School
Science & Technology Program
Bank of America May 2015 - Present
Bank of America May 2013 - May 2015
JPMorgan Chase April 2012 - May 2013
Bank of America Merrill Lynch September 2010 - April 2012
Newedge August 2008 - September 2010
Newedge August 2007 - August 2008
ShopLocal, LLC February 2007 - August 2007
Merrill Lynch Capital August 2006 - February 2007
Fimat USA, LLC May 2005 - August 2006
Moody's Investors Service November 2001 - May 2005
Skills
Fixed Income, C#, Bloomberg, Derivatives, Microsoft SQL Server, SQL, Business Analysis, .NET, Trading Systems, XML, Equities, Java, VBA, JavaScript, Software Development, Databases, Web Applications
Education
University of Pennsylvania 1994 — 1998
BSE/BAS, Operations and Information Management, and Systems Engineering
Splunk August 2013 - Present
Splunk August 2011 - July 2013
Cisco September 2010 - August 2011
Cisco August 2009 - September 2010
ProOnGo November 2008 - August 2009
University of Chicago Booth School of Business September 2007 - June 2009
JPMorgan Chase July 2006 - August 2007
Vineyard Community Church - West Philly June 2004 - July 2007
JPMorgan Chase July 2004 - June 2006
Skills
Financial Modeling, Strategic Planning, Strategy, Financial Analysis, Financial Reporting, Microsoft Excel, Strategic Financial..., IPO, Financial Statements, Management, Trusted Business Partner, NetSuite, Cash Flow Forecasting, Start-ups, Marketing, Business Development, Entrepreneurship, Corporate Finance, Business Planning
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Strategy, and Enterpreneurship
University of Pennsylvania 1999 — 2004
Bachelor of Arts (BA), Asian and Middle Eastern Studies
University of Pennsylvania - The Wharton School 1999 — 2004
Bachelor of Science (BS), Economics
Citi June 2015 - Present
U.S. Polish Trade Council 2007 - Present
SHS Alumni Board 2007 - Present
J.P. Morgan September 2013 - May 2015
JPMorgan Chase April 2012 - August 2013
JPMorgan Chase August 2011 - April 2012
Chestnut Mortgage, Inc. May 2008 - July 2011
Adamarc Financial Company, Inc. June 2003 - December 2008
University of Oregon Investment Group September 1998 - June 2000
Merrill Lynch Technology Investment Banking June 1999 - September 1999
Skills
Sales Management, Financial Planning, Financial Analysis, Financial Reporting, Deal Sourcing, Deal Structuring, Rainmaker, Creative Problem Solving, Client Relationship..., Strategic Planning, CRM, Team Building, Strategic Financial..., Management, Mortgage Lending, Loans, Finance, Negotiation, Investments
Education
2000 — 2002
M.S., International Finance
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
B.S., Finance and MIS
Sacred Heart Prep
JPMorgan Chase January 2013 - Present
Darby & Darby PC July 2005 - March 2010
Darby & Darby P.C. 2005 - 2010
Darby & Darby 2005 - 2010
Education
University of Pennsylvania 1991 — 1996
University of Pennsylvania - The Wharton School 1991 — 1996
BSE, Systems Engineering
JPMorgan Chase August 2014 - Present
Oliver Wyman June 2006 - August 2014
Education
University of Pennsylvania
BA/BSE, International Studies, Finance, Management
University of Pennsylvania - The Wharton School
Stuyvesant
Microsoft March 2015 - Present
JPMorgan Chase May 2013 - February 2015
Citi August 1999 - May 2013
Skills
Relationship Management, Business Development, Management, Marketing, Banking, Business Strategy, Business Analysis, Strategic Partnerships, Program Management, Product Management, Leadership, Strategy, Vendor Management, Financial Services, Portfolio Management, Risk Management, Marketing Communications, Credit, New Business Development, E-commerce, Financial Risk
Education
University of Pennsylvania 1984 — 1988
Bachelor of Arts (BA), Communication and Media Studies
JPMorgan Chase October 2010 - Present
CSC Consulting September 2006 - October 2010
Panasonic September 2003 - September 2006
MBA Enterprise Corps 1993 - 1995
Skills
Business Analysis, Leadership, Business Process..., Management, IT Strategy, Project Management, Strategy, Management Consulting, Business Intelligence, Program Management, Vendor Management, Change Management, Risk Management, Analysis, Consulting, Cross-functional Team..., Process Improvement
Education
University of Pennsylvania
BA, English, International Relations
New York University - Leonard N. Stern School of Business
MBA
GCE November 2012 - Present
JPMorgan Chase February 1998 - November 2012
chase card services February 1998 - October 2012
FirstUSA 1999 - 2005
MITRE March 1997 - February 1998
Digital Equipment Corporation May 1995 - March 1997
General Cybernetic Engineering July 1993 - May 1995
GE 1976 - 1992
Skills
Cloud Computing, ITIL, C++, Data Center, C, Programming, Network Security, High Availability, Troubleshooting, Solution Architecture, System Architecture, Program Management, Software Project..., SQL, Solaris, Systems Management, Windows, Security Architecture..., Project Management, IT Strategy, Incident Management, Servers, IT Management, Software Engineering, Scripting, Firewalls, Networking, Storage, PCI DSS, Technical Architecture, Open Source, Checkpoint
Education
University of Pennsylvania 1968 — 1974
PhD, Physics
Williams College 1964 — 1968
BA, Magna Cum Laude, Physics, Philosophy
NYU Stern School of Business August 2013 - Present
Bayer HealthCare June 2014 - August 2014
PineBridge Investments July 2011 - June 2013
Robeco Sage Capital Management 2007 - 2009
JPMorgan Chase 2006 - 2007
UBS Investment Bank 2005 - 2005
University of Pennsylvania Student Federal Credit Union 2003 - 2005
Skills
Competitive Analysis, Strategy, Product Management, Cross-functional Team..., Financial Modeling, Business Strategy, Data Analysis, Investments, Investment Banking, Trading, Bonds, Mutual Funds, Finance, Hedge Funds, Fixed Income
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy, Marketing, Finance
University of Pennsylvania 2009 — 2010
University of Pennsylvania 2002 — 2006
BAS & BA, Bioengineering & Economics
University of Pennsylvania 2002 — 2006
Economics
Cherry Hill High School East
Cherry Hill High School East
JPMorganChase August 2000 - August 2009
JPMorgan Chase June 2002 - June 2006
JPMorgan Chase 2000 - 2002
University of Pennsylvania 1997 - 2000
Johns Hopkins University June 1995 - June 1997
Skills
Banking, recruiting, Corporate Recruiting, Corporate Communications, Training Delivery, Recruiting, Management Consulting, Team Building, Change Management, Financial Services, Employee Relations, Interviews, Leadership, Training, College Recruiting
Education
University of Pennsylvania 1998 — 2000
M.S., Organizational Dynamics
University of Rochester 1984 — 1988
B.A., Political Science, Minor in Economics
JPMorgan Chase August 2013 - Present
First Private Bank of Texas March 2012 - Present
Bank of Texas April 2011 - April 2012
Southwest Securities May 2008 - April 2011
Self 2009 - 2011
Comerica Bank June 2007 - May 2008
Skills
Loans, Commercial Banking, Credit Analysis, Commercial Lending, Credit, Banking, Portfolio Management, Underwriting, Financial Modeling, Valuation, Credit Risk, Financial Analysis, Wealth Management, Mortgage Lending, Asset Managment, Risk Management
Education
University of Oklahoma - Price College of Business 2004 — 2007
Bachelors, Finance
JPMorgan Chase August 2004 - Present
Skills
Mortgage Lending, Financial Analysis, Loans, Refinance, Investments, Banking, Financial Modeling, Finance, Portfolio Management, Valuation, Asset Managment, Equities, Real Estate, Risk Management, Investment Properties
Education
University of Oregon 2000 — 2004
Business, Finance
University of Oregon - Charles H. Lundquist College of Business 2000 — 2004
Finance
REI & C, LLC July 2013 - Present
Columbia Bank January 2010 - Present
BAH Industries May 2010 - December 2010
San Diego National Bank November 2007 - April 2010
DeCal, Inc. February 2005 - January 2006
JPMorgan Chase March 2000 - January 2006
Bank One May 1996 - February 2000
Skills
Loans, Credit, Banking, Commercial Banking, Financial Analysis, Real Estate, Underwriting, Credit Risk, Strategic Planning, Sellers, Real Estate Financing, Construction Loans, Real Estate Development, Commercial Real Estate, Commercial Lending, Commercial Mortgages, Investments, Finance, Investment Properties, Real Estate Transactions
Education
University of Oregon 1989 — 1990
MBA, Finance
Saint Mary's College of California 1985 — 1987
BS, Business Administration
JPMorgan Chase April 2007 - Present
USA Rugby 2002 - 2013
Citi Group May 2004 - March 2007
Sears, Roebuck and Co. March 2001 - June 2004
Education
University of Otago 1989 — 1994
Gardner and Associates February 2014 - Present
JPMorgan Chase February 2013 - January 2014
Fannie Mae September 2010 - February 2013
Fannie Mae December 2009 - August 2010
Fannie Mae January 2009 - November 2009
Gardner & Associates January 2000 - December 2008
Gardner/Milliorn March 1994 - December 1999
Travis, Wolff Consulting January 1992 - March 1994
Neugent & Light February 1987 - January 1992
Skills
FHA, Competitive Analysis, Valuation, Mortgage Lending, Foreclosures, Loss Mitigation, Residential Homes, Real Estate, Appraisals, Vendor Management, REO, Condos, Property, Loans
Education
University of Oklahoma 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management
JPMorgan Chase & Co. October 2014 - Present
Merrill Lynch October 2013 - October 2014
mcgarrybowen May 2012 - October 2013
JPMorgan Chase December 2011 - April 2012
JP Morgan Chase August 2009 - December 2011
JP Morgan Chase May 2008 - August 2008
Skills
Integrated Marketing, Account Management, Marketing, Social Media, Advertising, Social Media Marketing, Digital Marketing, Series 7, Financial Modeling, Sales, Equities, Digital Media, Financial Analysis, Marketing Communications, Direct Marketing, Interactive Marketing, Mobile Marketing
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts, Diplomatic History
Friends Seminary 1992 — 2005
Markit August 2011 - Present
Fannie Mae Corporation June 2008 - August 2011
Countrywide Securities Corporation May 2007 - June 2008
HSBC Securities May 2005 - May 2007
Deutsche Bank Securities July 2004 - May 2005
JPMorgan Chase March 2003 - July 2004
Fannie Mae Corporation August 2000 - March 2003
GE Capital November 1998 - August 2000
PricewaterhouseCoopers August 1995 - November 1998
Skills
Valuation, Derivatives, Risk Management, Structured Finance, Loans, Financial Risk, Securitization, MBS, Financial Markets, Bonds, Securities, Financial Reporting, ABS, Finance, Capital Markets
Education
University of Pennsylvania 1991 — 1995
Bachelor of Arts (B.A.), Economics (With Honors)
University of Pennsylvania - The Wharton School 1991 — 1995
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Moorestown Friends School
JPMorgan Chase VPJPMorgan Chase2006 - 2007
Education
University of Ottawa 1979 — 1982
JPMorgan Chase December 2002 - Present
Arthur Andersen September 1996 - June 2002
Education
University of Oxford 1978 — 1981
JPMorgan Chase June 2008 - Present
Bear Stearns September 1993 - June 2008
Skills
Series 7, Securities, Equities, Investment Banking, Series 63, Fixed Income, Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Bloomberg, Trading Systems, Asset Management, Investments, Electronic Trading, Portfolio Management
Education
University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Economics
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase November 2013 - September 2015
JP Morgan Chase May 2006 - November 2013
JPMorgan Chase May 2005 - May 2006
JPMorgan Chase August 2003 - May 2005
Skills
Banking, Commercial Banking, Commercial Lending, Relationship Management, Management, Cash Management, Consumer Lending, Credit, Loans, Small Business Lending, Financial Analysis, Retail Banking, Sales, Credit Analysis
Education
University of Oklahoma - Price College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America June 2014 - Present
Bank of America March 2011 - June 2014
Bank of America January 2009 - March 2011
Bank of America April 2007 - January 2009
Bank of America August 2003 - April 2007
JPMorgan Chase December 2001 - July 2003
JPMorgan Chase June 2000 - December 2001
Eastern Research Group, Inc. (ERG) February 1997 - August 1998
Athavale, Lystad & Associates, Inc. May 1995 - February 1997
GZA GeoEnvironmental May 1993 - May 1995
Skills
Portfolio Management, Program Management, Project Management, Change Management, PMO, Executive Reporting, Process Improvement, Process Design, Process Analysis, Testing, UAT coordination, CA Clarity, MS Project, Quality Center, Access Database, Microsoft Excel, Visual Basic, SQL, SharePoint, SharePoint Designer, Collaboration, PowerPoint, Six Sigma
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Information Systems, Marketing; Certificate in "The Digital Economy"
University of Pennsylvania 1989 — 1993
BSE, Civil Engineering
Thomas Jefferson High School for Science and Technology 1985 — 1989
Private Real Estate Investor November 1983 - Present
N/A 2008 - 2009
JPMorgan Chase March 1976 - March 2002
Skills
Negotiation, Real Estate, Real Estate Economics, Investment Properties, Property Management, Valuation
Education
University of Pennsylvania 1971 — 1975
Wagon May 2014 - Present
Groupon 2012 - 2014
Hyperpublic (Acquired by Groupon) 2011 - 2012
comScore, Inc. 2009 - 2011
Microsoft May 2008 - August 2008
JPMorgan Chase June 2007 - August 2007
System Source June 2006 - August 2006
Skills
Product Management, SQL, Analytics, Strategy, Big Data, Enterprise Software, Data Mining, Data Warehousing, Management, Digital Strategy, Strategic Partnerships, Digital Media, Enterprise Architecture, Cloud Computing, Hadoop, Program Management, Team Leadership, Agile Project Management, Web Development, Mobile Applications
Education
University of Pennsylvania 2004 — 2009
Bachelor’s Degree, B.S.E. in Computer Science Engineering and B.A. Economics
The Park School 2000 — 2004
High School
JPMorgan Chase January 2011 - Present
Luxottica Retail March 1995 - January 2010
Structure January 1994 - January 1995
Jay Jacobs January 1990 - January 1995
Skills
Retail, Merchandising, Customer Service, Retail Sales, Loss Prevention, Visual Merchandising, Coaching Staff, Retail Banking, Key Performance..., Staff Development, Opticians, HIPAA, Microsoft Office, Leadership Development, Team Leadership, Cross-functional Team..., Change Management
Education
Western Washington University 1990 — 1993
BA, Communication
Western Washington University 1990 — 1993
BA, Communication
University of Oregon 1988 — 1990
BA, Dance
Citi August 2014 - Present
Citi June 2011 - July 2014
JPMorgan Chase June 2010 - August 2010
Real Estate Department, The Wharton School September 2009 - May 2010
Skills
Capital Markets, Bloomberg, Valuation, Financial Modeling, Investment Banking
Education
University of Pennsylvania 2007 — 2011
Architecture, Economics
University of Pennsylvania - The Wharton School 2007 — 2011
JPMorgan Chase July 2011 - Present
Compass Lexecon July 2009 - June 2011
UBS Investment Bank July 2007 - February 2009
Brac Bank Limited June 2006 - August 2006
Education
Wellesley College 2003 — 2007
BA, Economics
University of Oxford 2005 — 2006
PPE
JPMorgan Chase October 2011 - Present
JPMorgan Chase March 2010 - February 2012
Symantec 2007 - 2008
Symantec 2005 - 2007
Symantec 2002 - 2004
Skills
Software Project..., Requirements Gathering, Business Analysis, Software Documentation, Business Documentation, Policy Writing, Procedure Development, MS Project, PowerPoint, SharePoint, Visio, Lotus Notes, MS Office Suite, IT Strategy, Documentations, Microsoft Office, Process Improvement
Education
University of Oregon 2004 — 2007
Philosophy, Eastern Philosophy and Religion
Baker Hughes February 2014 - May 2015
Baker Hughes May 2012 - February 2014
Baker Hughes July 2011 - May 2012
Baker Hughes June 2010 - July 2011
Downstream Casino Resort July 2009 - May 2010
Miami Nation Enterprises February 2008 - October 2009
JPMorgan Chase January 2007 - February 2008
Skills
Management, Leadership, Analysis, Microsoft Office, Oil & Gas, Petroleum, Energy, Procurement
Education
University of Oklahoma - Price College of Business 2003 — 2005
Master's, Business Administration
George Weiss Associates October 2009 - Present
George Weiss Associates October 2008 - October 2009
JPMorgan Chase June 2007 - May 2008
Skills
Financial Modeling, Financial Analysis, Global Macro, High Yield Bonds, Government Bonds, Credit Analysis, Credit Trading, European Markets, Credit Derivatives, Distressed Debt
Education
University of Pennsylvania 2003 — 2007
M&T Program: Finance, Electrical Engineering
Thomas Jefferson High School for Science and Technology 1999 — 2003
Dell January 2013 - Present
JPMorgan Chase August 2008 - January 2013
JPMorgan Chase August 2008 - June 2009
Dell January 2007 - May 2008
Skills
Sales, Sales Management, Banking, Loans, Solution Selling, B2B, Investments, Cash Management, Call Centers, Team Leadership, Salesforce.com, Account Management, Business Analysis, Direct Sales, Coaching
Education
University of Oklahoma - Price College of Business 2002 — 2006
Business Management & Business Marketing
BBVA Compass June 2012 - Present
CoBank September 2011 - May 2012
CoBank January 2010 - September 2011
RBS Global Banking & Markets August 2008 - May 2009
ABN AMRO Bank N.V. April 1994 - August 2008
ABN AMRO Bank N.V. July 1991 - April 1994
ABN AMRO Bank N.V. June 1989 - July 1991
JPMorgan Chase May 1985 - July 1989
Skills
Structured Finance, Corporate Finance, Finance, Trading, Mergers & Acquisitions, Credit, Due Diligence, Leadership, Funding, Leveraged Finance, Executive Management, Financial Structuring, Underwriting, Mergers, Commercial Banking, Portfolio Management, Management, Start-ups, Financial Analysis, Credit Analysis, Credit Risk, Analysis, Business Development, Treasury Management, Emerging Markets, Cash Management, Valuation, Investments, Commercial Lending, Risk Management, Investment Banking, Private Equity, Capital Markets, Banking, Loans, Project Finance
Education
University of Oklahoma - Price College of Business 1983 — 1985
MBA, Finance and Marketing
Washington and Lee University 1978 — 1982
Bachelor of Arts, Journalism
Casady School 1973 — 1978
High School Diploma, College Prep.
Columbus Hill Capital Management November 2012 - Present
King Street Capital Management May 2007 - October 2012
Goldman Sachs October 2004 - May 2007
JPMorgan Chase July 2000 - October 2004
Education
University of Pennsylvania 1996 — 2000
B.S. in Economics, Finance and Management
University of Pennsylvania - The Wharton School 1996 — 2000
BS Economics, Finance and Management
PCL Construction January 2014 - Present
PCL Construction May 2013 - September 2013
PCL Construction January 2012 - January 2013
Pomerleau Inc. May 2011 - September 2011
JPMorgan Chase April 2010 - October 2010
Skills
Civil Engineering, MS Project, Outlook, Microsoft Excel, Customer Service, AutoCAD, Microsoft Word, Construction, Windows, WHMIS, Project Coordination, C++, Visual Basic, SAP2000, Mathlab, Estimating
Education
University of Ottawa / Université d'Ottawa 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Civil Engineering, Option Struct. & Business management
Deslauriers 2004 — 2009
High School Diploma
Bloomberg LP 2010 - Present
Bloomberg LP 2009 - 2010
Bloomberg LP 2007 - 2009
Bloomberg LP 2006 - 2006
JPMorgan Chase 2004 - 2005
Skills
Commodity, Petroleum, Energy, Trading, Gas, Commodity Markets, Hedging, Natural Gas, Corn, Molybdenum, Derivatives, Market Risk, Bloomberg, Foreign Exchange, Strategy, Valuation, Options, Risk Management
Education
University of Pennsylvania
BA, Economics
JPMorgan Chase March 2008 - August 2010
JP Morgan Chase 2008 - August 2010
MBNA Canada February 1998 - May 2007
MBNA 1998 - 2007
Education
University of Ottawa 1990 — 1994
BAC, Business
University of Saskatchewan 1980 — 1984
BSHEc, Consumer Studies
TransPerfect, Inc. January 2008 - Present
TransPerfect April 2004 - January 2008
JPMorgan Chase November 2001 - April 2004
UBS August 2000 - November 2001
Standard Register August 1999 - August 2000
Skills
Global Business..., Client Services, Multimedia Marketing..., Website Localization, Marketing, Internationalization, Business Strategy, Localization, New Business Development, Account Management, Contract Negotiation, Strategic Partnerships, Language Services, Team Building, Business Development, Translation, Wealth Management, Multilingual, Salesforce.com, Sales, Public Speaking, Leadership, Recruiting, Marketing Strategy, Lead Generation, Training, Sales Management, Management, Series 7, CRM, Strategy, Strategic Planning, Editing, SEO, Finance
Education
University of Oklahoma - Price College of Business 1995 — 1999
BBA, Marketing
Alliance Data July 2014 - Present
Wilmington DE May 2013 - June 2014
JPMorgan Chase January 2010 - May 2013
IBC May 2008 - December 2009
Skills
Risk Management, Portfolio Management, Credit Cards, SAS, Data Analysis, Credit Risk, Finance, Financial Risk, Financial Services, Banking, Business Analysis, Credit, Statistical Modeling, Analytics, Financial Modeling, Financial Analysis, Analysis, Data Mining
Education
University of Pennsylvania 2004 — 2008
Economics
Columbia Helicopters, Inc November 2014 - Present
Columbia Helicopters, Inc. November 2010 - Present
JPM Chase Home Finance March 1977 - September 2009
JPM Chase March 1977 - September 2009
JPMorgan Chase March 1977 - September 2009
JPMorgan Chase January 1997 - January 2009
JPMorgan Chase January 1998 - January 2006
Education
University of Oregon - Charles H. Lundquist College of Business 1975 — 1979
BS, Marketing/Transportation
University of Oregon
Bachelor of Science, Marketing and Transportation
Statham Woodwork June 2012 - Present
BNY Mellon Wealth Management September 2008 - June 2012
JPMorgan Chase November 2005 - September 2008
Education
University of Oklahoma - Price College of Business 2002 — 2005
BA, Finance
Wells Fargo July 2013 - Present
Habitat for Humanity January 2011 - Present
JPMorgan Chase August 2011 - May 2013
US Bank June 2010 - August 2011
Hollywood Video November 2003 - August 2010
Hollywood Video 2004 - 2010
Oregon State Legislature, House March 2009 - June 2009
Skills
Leadership, Training, Marketing, Public Relations, Budgets, Program Management, Customer Service, Policy, Teamwork, Event Planning, Microsoft Office, Fundraising, Public Speaking
Education
University of Oregon 2009 — 2012
Master, Public Administration; Public Management
University of Oregon 2009 — 2011
Master of Public Administration (MPA), Public Administration
Western Oregon University 2004 — 2008
Bachelor of Science, Public Policy and Administration; Federal
JPMorgan Chase July 2014 - Present
JPMorgan Chase July 2012 - December 2013
Skills
Underwriting, Loan Origination, Loans, Mortgage Lending
Education
University of Oregon 2001 — 2005
Economics, Business
JPMorgan Chase 2013 - Present
Citi 2011 - 2012
ICAP 2009 - 2010
Bank of America 2005 - 2009
Deutsche Bank 2003 - 2005
Goldman Sachs 1992 - 2003
Education
University of Pennsylvania
BSE, Computer Science Engineering
Goldman Sachs July 2010 - Present
JPMorgan Chase 2005 - 2007
Deutsche Bank 2002 - 2005
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
University of Pennsylvania 1998 — 2002
BA, English Literature and French
National Cathedral School 1994 — 1998
JPMorgan Chase Credit Risk Monitoring AnalystMorgan Stanley2003 - 2004
Federal Reserve Bank of New York 1996 - 1998
Federal Reserve Bank of New York 1996 - 1998
Skills
Investment Banking, Fixed Income, Loans, Capital Markets, Credit, Equities, Risk Management, Valuation, Portfolio Management, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
Master of Business Administration (MBA), Finance / Information Systems
University of Pennsylvania 1989 — 1993
Bachelor of Arts (BA), Economics / International Relations, Graduated Cum Laude
JPMorgan Chase May 2005 - Present
ABN AMRO Bank N.V. November 2004 - May 2005
Citi October 1998 - October 2004
Skills
Equity Derivatives, Exotic Derivatives, Structured Products, Financial Structuring, Equities, Quantitative Finance
Education
University of Oxford 1992 — 1998
Phd, Physics
Rathmore Grammar School, Belfast 1985 — 1992
People's Bank of Commerce March 2014 - Present
Peoples Bank of Commerce April 2013 - Present
Peoples Bank of Commerce March 2011 - April 2013
JPMorgan Chase July 2009 - February 2011
Skills
Credit Analysis, Consumer Lending, Mortgage Lending, Commercial Lending, Relationship Management, Underwriting, Banking, Credit, Loans, Commercial Banking, Small Business Lending, Cash Flow, Credit Risk, Financial Risk, Commercial Mortgages, Lines Of Credit, Loan Origination, Financial Analysis
Education
Pacific Coast Banking School 2013 — 2015
Graduate, Banking, Corporate, Finance, and Securities Law
University of Oregon - Charles H. Lundquist College of Business 2004 — 2008
Business Admin, Finance
JPMorgan Chase July 2010 - Present
JP Morgan Chase January 2008 - July 2010
Skills
Commercial Lending, Credit Analysis, Lines Of Credit, Credit, Loans, Mortgage Lending, Commercial Banking, Loan Origination, Banking, Retail Banking, Small Business Lending, Mortgage Banking, Consumer Lending, Credit Risk, Strategic Financial..., Sales Management, Management Consulting, Sales Presentations, Sales Operations, Increased Profitability
Education
University of Oklahoma - Price College of Business 1998 — 2003
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
JPMorgan Chase July 2012 - Present
J.P. Morgan June 2011 - August 2011
Morgan Stanley Smith Barney July 2010 - August 2010
United States House of Representatives July 2008 - August 2008
Skills
Corporate Finance, VBA, Economics, Quantitative Analytics, Investments, Microsoft Excel, Data Mining, Portfolio Management
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Finance and Operations and Information Management
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BS), Finance, Operations and Information Management
JPMorgan Chase 2011 - 2012
Lithia Toyota February 2010 - August 2010
Emerald Staffing October 2009 - January 2010
WinCo Foods February 2009 - October 2009
Lilly of the Valley Farms June 2006 - September 2008
Alison's Wine and Country Inn June 2007 - September 2007
United Postal Service September 2005 - June 2007
Weyerhaeuser June 2006 - September 2006
Abercrombie & Fitch May 2002 - November 2005
Skills
Financial Accounting, Business Relationship..., Economics, Computer Science, Retail Banking, business administration
Education
University of Oregon - Charles H. Lundquist College of Business 2004 — 2009
Bachelor of Science (BS), Accounting
University of Oregon
Root Cause July 2015 - Present
Root Cause July 2014 - June 2015
JPMorgan Chase September 2013 - May 2014
TNTP June 2013 - September 2013
The Interfaith Center of Greater Philadelphia May 2011 - May 2013
Big Brothers Big Sisters of America May 2010 - May 2011
Skills
Non-profits, Grant Writing, Event Planning, Editing, Interfaith Relations, Research, Community Outreach, Youth Development, Nonprofits, Fundraising, Social Media, Program Development, Program Management, Leadership, Volunteer Management, Data Analysis
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), English
Mount Saint Joseph Academy 2005 — 2009
High School Diploma
JPMorgan Chase April 2012 - July 2013
JPMorgan Chase December 2010 - March 2012
The Kessler Group January 2010 - December 2010
McKinsey & Company October 1998 - December 2009
Swift Financial April 2006 - August 2006
Goldman Sachs June 1997 - August 1997
Skills
retail banking, consumer credit card, small business credit, debit, consumer and small..., merchant acquiring, payments acceptance and..., issuer/acquirer..., prepaid, remittance, commercial cards, emerging and..., cash management, trade finance, un/underbanked..., payday lending, retailer/store card, core DDA processing, specialty finance, mobile
Education
University of Oxford
Master of Arts (M.A.), Philosophy, Politics and Economics
University of the Witwatersrand, Johannesburg
B.Sc. (Eng.), Chemical Engineering
JPMorgan Chase June 1989 - Present
Education
University of Oklahoma 1986 — 1989
Business Administration and Management, General
JPMorgan Chase July 2008 - Present
Education
University of Pennsylvania 1998 — 2002
JPMorgan Chase August 2008 - January 2014
Washington Mutual Bank September 1993 - August 2008
linn Benton Community College January 1987 - January 2006
Pacific First Bank 1990 - 1992
Willamette Savings & Loan March 1988 - January 1990
Skills
•Profit and Loss Plan..., •Extensive Operational..., •Mortgage and Consumer..., •Financial and..., •Create and Maintain..., •Employee Hiring,..., College Course..., Experience creating..., Experience presenting..., Extensive knowledge..., Experience presenting..., Counseling, Coaching...
Education
Willamette University College of Law 1983 — 1986
Juris Doctor, Business Law
University of Oregon 1981 — 1983
Bachelor of Science, Economics, Pre-law
Linn Benton Community College 1979 — 1981
Associate of Science (A.S.), Economics