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
RBC Wealth Management December 2002 - Present
Credit Suisse March 2001 - December 2002
JPMorgan Chase March 1996 - March 2001
Morgan Stanley January 1980 - March 1996
Merrill Lynch January 1978 - January 1980
Education
Boston College - Carroll School of Management 1972 — 1976
Bachelor of Applied Science (BASc), Marketing
Teliris July 2011 - June 2012
RBC Capital Markets September 2006 - April 2008
JPMorgan Chase September 2004 - February 2006
Entergy May 2003 - February 2004
State Street August 1999 - June 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Bloomberg, Capital Markets, Equities, Investment Banking, Equity Research, Finance, Fixed Income, Portfolio Management
Education
Tulane University - A.B. Freeman School of Business 2002 — 2004
MBA, Finance and Marketing
Boston College 1995 — 1999
BS, Finance
Brighton Collectibles September 2013 - Present
California Condors Special Needs Hockey Club January 2013 - Present
Alpine Consulting September 2012 - August 2013
Harbor Freight Tools May 2010 - August 2012
Temporal Studios LLC December 2008 - April 2010
JPMorgan Chase August 2002 - February 2009
Washington Mutual August 2002 - February 2009
GiantLoop Network (Centrepath) December 2001 - August 2002
International Network Services March 1999 - December 2001
Lucent Technologies March 1999 - December 2001
Skills
Senior leadership, IT Management, Program Management, Negotiation, Mediation, ecommerce, E-commerce, Business and Technical..., Consulting, Public Speaking, Mentoring, Youth Mentoring, Ice Hockey, Entertainment Industry, System Monitoring, Systems Management, IT Operations, Atlassian JIRA, Network Engineering, Micromuse Netcool, HP Openview, Executive Management, Business, Leadership, Vendor Management, Enterprise Architecture, PMO, Project Management, Outsourcing, Information Technology, IT Strategy, Data Center, Business Strategy, Management, SDLC, Integration, Enterprise Software, Cross-functional Team..., Business Analysis, Unix, Security, Information Security, Team Leadership, Business Intelligence, Analysis, Project Planning, Team Management, Infrastructure, Resource Management, Networking
Education
Seattle University 2003 — 2005
MBA, Finance
Boston College 2000 — 2002
MBA, Technology and Finance
Suffolk University 1986 — 1991
Bachelor of Science, Concentrations in Computer Science and General Business Studies
Rensselaer Polytechnic Institute
Zero Energy April 2013 - Present
Palantir Pictures January 2003 - January 2012
Goldman Sachs 1999 - 2002
JPMorgan Chase 1997 - 1998
Education
University of California, Los Angeles 2005 — 2008
Film and TV production and distribution
Boston College 1993 — 1997
BA, Philosophy
Falmouth High School
JustVacay March 2014 - Present
BlackRock March 2011 - March 2014
BlackRock October 2010 - March 2011
JPMorgan Chase July 2008 - February 2010
Boston College September 2006 - May 2008
UBS Investment Bank June 2007 - August 2007
Skills
Asset Management, Investment Management, Quantitative Finance, Strategy, Financial Modeling, Securities, Fixed Income, Equities, Hedge Funds, Bloomberg, Derivatives, Quantitative Analytics, Equity Research, Portfolio Management, JavaScript, Web Applications, CSS, HTML, Ruby on Rails, PostgreSQL, AngularJS, Investments, Valuation
Education
University of California, Berkeley, Haas School of Business 2010 — 2011
Master of Engineering (MEng), Financial Engineering
Columbia University in the City of New York 2008 — 2009
Quantitative Studies for Finance
Boston College 2004 — 2008
Bachelor of Science (BS), Biology, Economics
Navigant December 2014 - Present
JPMorgan Chase November 2013 - December 2014
Navigant April 2013 - November 2013
[words] Bookstore March 2012 - April 2013
Organizing For America Colorado October 2012 - November 2012
Institute for Statecraft July 2011 - December 2011
The Daily Telegraph November 2010 - June 2011
Timberlock June 2006 - September 2010
Skills
Defense Policy, Foreign Policy, Analytical Writing, Communication, Critical Thinking, Strategic Thinking, Research, Data Analysis, Microsoft Office, SPSS, Teamwork, Analysis, International Relations, Statistics, Spanish, Policy Analysis, Project Management, Risk Management, Financial Analysis, Editing, Microsoft Excel, Management, Leadership, Social Media
Education
King's College London, U. of London 2010 — 2012
Master of Arts (M.A.), History of Warfare
Boston College 2006 — 2010
Bachelor of Arts (B.A.), History and Philosophy
Goodwill Industries of Northern Michigan July 2012 - Present
The Rockefeller Foundation October 2008 - July 2009
Microlumbia Fund 2008 - 2009
Endeavor June 2008 - August 2008
JPMorgan Chase August 2002 - May 2007
Skills
Due Diligence, Financial Modeling, Strategy, Investments, Portfolio Management, Capital Markets, Corporate Finance, Finance, Leadership, Analysis, Investment Banking, Entrepreneurship, Management, Hedge Funds, Strategic Planning, Private Equity, Valuation, Venture Capital
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Social Enterprise
Boston College 1998 — 2002
BS, Finance and Economics
Punahou School 1994 — 1998
Diploma
University of Science and Technology
BS, Finance and Economics
JPMorgan Chase March 2007 - Present
PennySaver USA January 2003 - March 2007
CellularOne-BDC January 1999 - December 2002
Skills
Loans, Credit, Underwriting, Loan Origination, Banking, Refinance, Insurance, Relationship Management, Credit Analysis, Sales, Portfolio Management, Risk Management
Education
Boston College
B.A., Sociology
JPMorgan Chase June 2014 - Present
Marathon Asset Management June 2013 - June 2014
Boston College September 2009 - June 2013
Fidelity Investments June 2012 - August 2012
Skills
Economics, Bloomberg, Valuation, Financial Modeling, Bloomberg Terminal, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Financial Analysis
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), International Economics
Google June 2015 - Present
JPMorgan Chase June 2014 - August 2014
EY June 2014 - June 2014
PwC May 2014 - May 2014
Google July 2013 - May 2014
Modern Guild February 2014 - April 2014
Boston College January 2014 - March 2014
ITG January 2014 - January 2014
Isgro's Produce June 2012 - August 2013
Google July 2013 - July 2013
Skills
Leadership, Entrepreneurship, Strong Work Ethic, Technology, Eagerness to Learn, Social Media, Highly self-motivated, Teamwork, Time Management, Personability, Public Speaking, Google+, Microsoft Office, Community Service, Tutoring, Social Networking, Sports, Facebook, Writing, Project Management, Microsoft SharePoint
Education
Boston College 2012 — 2016
Bachelor of Science in Management, Finance & Entrepreneurship, International Studies
University College Dublin
Harvard Business School 2015 — 2015
HBS Summer Venture in Management Program Participant
New Egypt High School 2008 — 2012
High School Diploma; Graduated 1 of 131
Macy's February 2015 - Present
Macy's August 2014 - February 2015
Google May 2013 - August 2013
Management Leadership for Tomorrow August 2012 - August 2013
University City High School (Student Success Center) January 2013 - May 2013
Tervis June 2012 - September 2012
Terri Lynn Bridal August 2011 - July 2012
Transcend Academy June 2011 - May 2012
DC Community AIDS Network June 2010 - July 2011
JPMorgan Chase June 2011 - June 2011
Education
University of Pennsylvania 2011 — 2014
B.A., Urban Studies with Honors - Magna Cum Laude
Boston College 2010 — 2011
National Cathedral School for Girls 2001 — 2010
High School Diploma
Pershing, a BNY Mellon company October 2014 - Present
Knowledgent November 2013 - October 2014
Sapient December 2009 - November 2013
HSBC November 2006 - November 2009
Citizens Bank 2005 - 2006
JPMorgan Chase 1997 - 2005
Skills
Recruiting, Financial Services, Banking, Talent Acquisition, Applicant Tracking..., Talent Management, Onboarding, Sourcing, Executive Search, Technical Recruiting, Vendor Management, College Recruiting, Performance Management, Employee Relations, Succession Planning, Benefits Negotiation, Internet Recruiting, Employer Branding, Contract Recruitment, Workforce Planning, Multi-Cultural Team..., Organizational..., Personnel Management, Project Delivery, Human Resources, Management, Strategy, Leadership, Temporary Placement, Employee Engagement, Finance, Team Management, Team Leadership, HRIS, Interviews, Risk Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 1997 — 2000
MBA, Business Administration, Management and Operations
La Salle University 1989 — 1993
MA Psych, Clinical Psychology
Pace Women's Justice Center at Pace Law School September 2006 - Present
JPMorgan Chase March 1987 - February 1993
KPMG Audit June 1983 - March 1987
Skills
Nonprofits, Mergers & Acquisitions, Due Diligence, Accounting, Budgets, Financial Modeling, Business Planning, Event Planning, Strategic Planning, Non-profits, Financial Analysis, Risk Management, Finance, Mergers, Public Speaking, Corporate Finance, Analysis, Management
Education
Boston College 1979 — 1983
BA, Accounting, Foreign Languages
SHHS 1975 — 1979
1979, SLEEPY HOLLOW HIGH SCHOOL - NY
JPMorgan Chase October 2012 - Present
AmCham Abu Dhabi August 2011 - June 2012
U.S. Department of Energy May 2010 - January 2011
The White House January 2009 - August 2010
Presidential Inaugural Committee December 2008 - January 2009
Obama for America January 2008 - November 2008
Georgetown University June 2003 - June 2006
Inner City Teaching Corps 2001 - 2003
Skills
Budgeting, Administration, Logistics, Event Management, Writing, Government, Spanish, Strategic Communications
Education
Georgetown University 2005 — 2007
MA, Public Policy, International Business
Boston College 1997 — 2001
BA, International Studies
Town and Country Animal Hospital July 2012 - Present
JPMorgan Chase March 2004 - 2006
JPMorgan Chase 2002 - 2004
Skills
Investment Banking, Financial Analysis, Veterinary Medicine, Dog Grooming, Private Banking, Canine Massage, Internal/External..., Banking, Customer Service, Strategy, Sales, Public Speaking
Education
University of Pennsylvania School of Veterinary Medicine 2008 — 2012
Veterinary Medical Doctorate
University of Pittsburgh 2006 — 2008
Non-degree Bachelor of Science, Post Baccalaureate, Pre-Medicine/Pre-Medical Studies
Caninology/Equinology 2006 — 2006
Certified Canine Body Worker, Canine massage and body work
New York School of Dog Grooming 2005 — 2005
Advanced Grooming Certification
Boston College - Carroll School of Management 1998 — 2002
Bachelor of Science (B.S.), Finance
University of Melbourne 2000 — 2000
School of Economics and Commerce
JPMorgan Chase May 2014 - August 2014
Intern Latin America July 2013 - August 2013
Accion June 2013 - July 2013
Frozenberry May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Photoshop, Negotiation, Microfinance, Consulting, Economics, Stata, SPSS, International Economics, Corporate Finance, Financial Institutions, Credit Analysis, Business Development, Small Business
Education
Boston College 2011 — 2015
Bachelor's degree, Economics
Università Commerciale 'Luigi Bocconi'
Economics
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase June 2014 - August 2014
The Carla Capone Company June 2013 - September 2013
Otto Enoteca Pizzeria May 2013 - August 2013
Skills
Business Analysis, Scrum, Agile Product Management, Business Intelligence, Microsoft Word, Microsoft Excel, Event Planning, PowerPoint, Photoshop, Social Networking, Microsoft Office, Stata, SketchUp, Event Management, Teamwork, Communication Skills, Research, Time Management, Highly detail oriented, Team Leadership, Microsoft Office Access, Access
Education
Boston College 2011 — 2015
Bachelor’s Degree, Economics, Cum Laude
St. George's School 2008 — 2011
Sterling Capital Management LLC April 2014 - Present
Century Bank October 2011 - March 2014
JPMorgan Chase July 2009 - October 2011
Bank of America May 2007 - May 2009
Skills
Investments, Commercial Lending, Bonds, Bond Markets, Alternative Investments, Fixed Income Analysis, Relationship Management
Education
Boston College - Carroll School of Management 2005 — 2009
Brown Brothers Harriman June 2014 - Present
Brown Brothers Harriman May 2011 - June 2014
Deutsche Bank December 2007 - December 2010
JPMorgan Chase 1994 - 2005
Skills
Mutual Funds, Hedge Funds, RIC Tax Analyst, Financial Reporting, IRS Compliance, SEC Compliane, SEC filings, Bloomberg, Derivatives, 1940 Act Compliance, Microsoft Office, Microsoft Excel, Microsoft Word, Due Diligence, Sarbanes-Oxley Act, Process Improvement, 1940 Act, Financial Statements, Finance, Investments, Fund Accounting, Risk Management, Financial Services, Asset Management, Tax, Internal Audit, Analysis, Financial Analysis, Financial Modeling
Education
Boston College - Carroll School of Management 2000 — 2002
Masters Science Finance, Finance and Financial Management Services
Suffolk University
BSBA, Finance
JPMorgan Chase June 2014 - Present
National Grid June 2013 - August 2013
North Hempstead Country Club May 2012 - August 2012
Paulie's Italian Ices May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Customer Service, Program Management, Primavera P6, SAP GUI, Scheduling, Variance Analysis, SAP, Data Analysis, Process Scheduler, PowerPoint, Budgets, Leadership, Microsoft Office
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Operations Management
Chaminade High School 2007 — 2011
The Federal Reserve Board September 2014 - Present
The Federal Reserve Bank of New York August 2013 - August 2014
Hon. Judge Sterling Johnson Jr., United States District Court, Eastern District of New York January 2013 - May 2013
Hon. Judge Paul J. Oetken, United States District Court, Southern District of New York September 2012 - December 2012
New York State Department of Financial Services May 2012 - August 2012
Bedford-Stuyvesant Community Legal Services May 2011 - August 2011
JPMorgan Chase October 2007 - August 2010
Skills
Securities, Legal Writing, Due Diligence, Financial Services, Banking, Courts, Mutual Funds, Westlaw, Financial Regulation, Dodd-Frank
Education
Columbia Law School 2010 — 2013
Doctor of Law (J.D.)
Boston College 2003 — 2007
B.A, Philosophy
Connance July 2015 - Present
Morgan Stanley Wealth Management June 2014 - June 2015
Deloitte June 2013 - August 2013
JPMorgan Chase July 2012 - July 2012
RuffaloCODY January 2012 - April 2012
Boys and Girls Clubs of America July 2011 - August 2011
Tennis Kids April 2008 - August 2010
Education
Boston College 2010 — 2014
Bachelor of Arts, Mathematics
Universidad Carlos III de Madrid
Granada Institute of International Studies
Bernards High School 2007 — 2010
Wells Capital Management April 2007 - Present
PIMCO July 2006 - April 2007
Northwestern Mutual September 2003 - April 2006
Intrepid/Suntrek May 2001 - June 2003
JPMorgan Chase April 1998 - May 2001
Barry Murphy/StockCross Financial Services August 1996 - November 1997
Skills
Marketing, Mutual Funds, Investments, Asset Managment, Fixed Income, Securities, Investment Management, Equities, Financial Services, Due Diligence, 401k, Alternative Investments, Asset Management, Trading, Bloomberg, Asset Allocation, Financial Analysis, Relationship Management, Wealth Management, Series 24, Hedge Funds, Investment Strategies, Financial Modeling, Derivatives, Capital Markets, Valuation, Portfolio Management, Financial Markets, Retirement, Risk Management, Strategic Planning, Leadership, Business Development, Bonds, Event Planning
Education
Boston College 1992 — 1996
BS
JPMorgan Chase 2009 - Present
Yale University Press 2007 - 2008
Skills
Social Media Marketing, Marketing, PowerPoint, Email Marketing, Publicity, Digital Marketing, Online Advertising, Social Media, Management, Social Networking, Marketing Strategy
Education
Boston College 2004 — 2008
Communications
JPMorgan Chase November 2013 - Present
J.P. Morgan June 2011 - February 2013
JP Morgan Chase June 2010 - June 2011
Royal Bank of Scotland November 2007 - June 2010
ABN Amro June 2005 - December 2007
LaSalle Bank/ ABN Amro November 2000 - June 2005
Friedman, Billings & Ramsey August 1998 - August 2000
Skills
Trade Finance
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
MBA
Boston College 1990 — 1994
BS, Finance
St. Louis University High 1986 — 1990
JPMorgan Chase September 2013 - Present
OpenSky Corp May 2013 - August 2013
DTCC November 2010 - January 2013
The CIT Group November 2009 - November 2010
Pseudo-Nym, Inc. January 2009 - November 2010
Goldman Sachs November 2006 - November 2008
Goldman Sachs November 2000 - November 2006
Fidelity Investments March 1998 - November 2000
Fidelity Investments January 1997 - March 1998
Fidelity Investments September 1994 - January 1997
Skills
Identity Management, Privacy Law, Authentication, Risk Management, Entitlements, Information Security, Business Continuity, IT Strategy, Financial Services, Vendor Management, Information Security..., Risk Assessment, Enterprise Architecture
Education
Boston College 1982 — 1986
Bachelor's degree, Finance and Computer Science
Harry's June 2014 - August 2014
Capital Group April 2011 - June 2013
Wells Capital Management July 2008 - March 2011
Fidelity Investments June 2007 - August 2007
JPMorgan Chase May 2006 - August 2006
Skills
Equity Research, Financial Modeling, Equities, Emerging Markets, Investments, Trading, Valuation, Capital Markets, Bloomberg, Asset Managment, Bloomberg Terminal, Financial Markets, Investment Strategies, Securities, Mutual Funds, Equity Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Boston College
Bachelor of Science (BS), Finance
Rent the Runway September 2014 - Present
Pegasus Capital Advisors July 2011 - August 2014
Hudson Clean Energy June 2010 - August 2010
Quilvest Private Equity June 2006 - July 2009
JPMorgan Chase August 2005 - May 2006
Skills
Private Equity, Valuation, Financial Modeling, Due Diligence, Venture Capital, Corporate Finance, LBO, Emerging Markets, Corporate Development, Financial Analysis, Business Analysis, Investments, Alternative Investments, Equities, Mergers, Capital Markets, Hedge Funds, Equity Research, Equity Valuation, Asset Managment, Portfolio Management, Business Strategy, Analysis, Strategic Planning, Investor Relations, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Boston College 2001 — 2005
BS, Finance and Accounting
Liberty Mutual Insurance April 2015 - Present
Deloitte Tax October 2011 - April 2015
JPMorgan Chase June 2010 - August 2010
New England Biolabs June 2009 - August 2009
Skills
Tax, Corporate Tax, Big 4, Tax Accounting, Microsoft Office, Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Accounting, Research, Auditing
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Accounting and Marketing
Copenhagen Business School
Dentovations Inc. March 2011 - July 2015
Progenika February 2009 - February 2011
Cybio, Inc. October 2007 - February 2009
Correlagen Diagnostics July 2005 - October 2007
JPMorgan Chase 2001 - 2004
Skills
Mergers, Start-ups, Financial Modeling, Due Diligence, Corporate Finance, Budgets, Investment Banking, Equities, Financial Analysis, Financial Reporting, Financial Structuring, Finance, Accounting, Pharmaceutical Industry, Strategic Planning, Biotechnology, Entrepreneurship, Valuation, Private Equity, Asset Managment, Cross-functional Team..., Mergers & Acquisitions, Revenue Recognition, Process Improvement, Managerial Finance, Management, Restructuring, Strategic Financial..., Asset Management
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance, Accounting
Boston College 1991 — 1995
B.S., Information Technology
Delbarton School
High School
JPMorgan Chase July 2011 - Present
JP Morgan Chase June 2010 - July 2011
Montecito Bank & Trust May 2006 - June 2010
Skills
Wealth Management, Commercial Lending, Community Outreach, Portfolio Management, Investments, Mutual Funds, International Banking..., Treasury Management, Asset Based Lending, Investment Banking, Credit, Series 7, Mortgage Lending, Loans, Credit Analysis
Education
Boston College 1992 — 1996
Carrol School of Management, Business, Management, Marketing, and Related Support Services
Boston College Graduate School of Social Work August 2014 - Present
Corporate Accountability International November 2011 - October 2013
Barnardo's UK May 2007 - January 2012
Royal National Institute for the Blind April 2007 - May 2007
JPMorgan Chase April 2005 - March 2006
Chase Manhattan Mortgage Corporation July 2001 - April 2005
Skills
Fundraising, Non-profits, Social Media, Marketing Communications, Direct Marketing, Project Planning, New Business Development, Direct Mail, Charities, Management, Project Management, Nonprofits, Marketing, Integrated Marketing, Budgets, Email Marketing
Education
Boston College 2014 — 2017
Master of Social Work (M.S.W.)
The Ohio State University 1996 — 2000
Bachelor's, Anthropology (Cultural)
White & Case October 2010 - Present
Thomson Reuters October 2009 - September 2010
White & Case May 2008 - August 2008
JPMorgan Chase August 2003 - July 2006
Skills
Mergers, Securities, Legal Writing, Capital Markets, Legal Research, Corporate Law, Mergers & Acquisitions, Private Equity, Corporate Governance
Education
University of San Diego School of Law 2006 — 2009
J.D.
Boston College 1999 — 2003
Bachelor of Science, Finance
CFA Society of Philadelphia June 2011 - Present
Clarifi (formerly CCCS of Delaware Valley) March 2003 - May 2015
Society of Financial Service Professionals May 2008 - March 2011
GMAC ResCap January 2006 - January 2008
GMAC ResCap January 1998 - January 2006
Wells Fargo Home Mortgage 1997 - 1998
JPMorgan Chase 1995 - 1997
PHH Mortgage 1989 - 1995
Skills
Strategic Planning, Cross-functional Team..., Account Management, Management, Leadership, Strategy, Financial Services, Business Development, Sales, Finance, Marketing, CRM, Risk Management
Education
LEADERSHIP Philadelphia 1999 — 2000
Boston College 1981 — 1985
BA, Political Science, Spanish
Archbishop Carroll 1977 — 1981
Brown Brothers Harriman September 2014 - Present
JPMorgan Chase February 2013 - Present
Catalyst Advisors LLC November 2012 - February 2013
New York County District Attorney's Office April 2010 - November 2012
Skills
Private Investigations, Investigation, Interviews, Microsoft Office, PowerPoint, Strategic Planning
Education
Boston College 2004 — 2009
Bachelor of Arts (B.A.), English Language and Literature, General
JPMorgan Chase August 2014 - Present
Chase June 2013 - August 2013
Communications Media, Inc. September 2009 - July 2012
Communications Media Inc. March 2006 - September 2009
Education
Temple University - Fox School of Business and Management 2012 — 2014
Master of Business Administration (MBA)
Boston College 2001 — 2005
Bachelor of Arts (B.A.), Communication, General
JPMorgan Chase January 2014 - Present
JPMorgan Chase March 2011 - January 2014
JPMorgan Chase March 2010 - March 2011
JP Morgan Chase July 2008 - March 2010
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Capital Markets, Portfolio Management, Series 7, Investments, Asset Management, Series 63, Bonds, Financial Markets, Securities, Wealth Management, Economics, Private Banking, Investment Advisory, Asset Allocation, Investment Strategies, Equity Valuation, Banking, Equity Research, Fixed Income, Business Strategy, Start-up Ventures
Education
Boston College 2004 — 2008
BA, Finance & Economics
State Street Corporation September 2003 - Present
Deutsche Bank April 1999 - July 2002
JPMorgan Chase March 1994 - April 1999
Bankers Trust Company March 1986 - March 1994
Skills
Relationship Management..., Networking, Fund raising, Fundraising, Project Management, Strategy, Leadership, Business Development, Management, Recruiting, Entrepreneurship, Program Management, Training, Analysis, Asset Management, Risk Management, Equities, Financial Services, Fixed Income, Securities, Alternative Investments, Hedge Funds, Investments, Portfolio Management, Mutual Funds
Education
Boston College 1974 — 1978
Bachelor of Arts (B.A.), Speech Communications
Our Lady of Mercy Academy 1970 — 1974
High School diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Dell March 2015 - Present
Dell March 2014 - March 2015
Dell July 2011 - March 2014
JPMorgan Chase May 2006 - February 2009
Alaska Airlines February 2002 - May 2006
Intel Corporation October 2000 - February 2002
Freeinternet September 1999 - October 2000
Skills
Product Marketing, Business Strategy, Product Management, Strategy, Cross-functional Team..., Enterprise Software, Go-to-market Strategy, Start-ups, Product Development, Strategic Planning, Analytics, Corporate Finance, Program Management, Strategic Partnerships, Business Development, Channel Partners, Market Research, Product Lifecycle..., Pricing, Leadership, Management, Contract Negotiation, Marketing, SaaS, Marketing Strategy, Competitive Analysis, Sales, Salesforce.com, Product Launch, Market Analysis, Financial Modeling, Team Building, Workstations
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA, Marketing, Full Time Program
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1999
Bachelor of Science, Finance
Johnson & Johnson 2015 - Present
LESSSGO NATION April 2013 - August 2015
Johnson & Johnson June 2014 - August 2014
JPMorgan Chase July 2009 - April 2013
Worth New York 2013 - 2013
Worth New York 2013 - 2013
JPMorgan Chase June 2008 - August 2008
Snac Inc. May 2007 - August 2007
Skills
Project Management, Derivatives, Equities, Prime Brokerage, Financial Services, Financial Modeling, Bloomberg, Securities, Relationship Management, Fixed Income, Public Speaking, Middle Office, Swaps, Hedge Funds, Teamwork, Management, Marketing
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Boston College 2005 — 2009
Finance and Philosophy
London School of Economics and Political Science 2007 — 2008
General Course Program
Dow Jones September 2014 - Present
JPMorgan Chase July 2013 - August 2013
Small Arms Survey February 2013 - May 2013
State of New Jersey May 2012 - August 2012
Skills
International Relations, English, Research, Microsoft Office, PowerPoint, Fundraising, Private Investigations, Editing, Public Speaking, Politics, Nonprofits, Social Media, Political Science, Government, Public Policy, French, Political Campaigns, Policy Analysis, Legislative Relations, Cooking
Education
Boston College 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
The Lawrenceville School 2006 — 2010
JPMorgan Chase October 2012 - Present
KeyBank February 2008 - October 2012
TD February 2006 - July 2007
Hudson United Bank June 2001 - February 2006
First Union National Bank January 1993 - June 2001
Education
Boston College 1980 — 1984
B.A., English and Political Science
Boston University
Paralegal Certificate, Completed 2010
University College Dublin
Masters, Irish Studies, Graduated 1986
JPMorgan Chase July 2011 - Present
CBS News June 2010 - July 2010
Conde Nast June 2009 - August 2009
Education
Weston High School
Boston College 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government, Communication and Media Studies
Universidad Carlos III de Madrid 2010 — 2011
First Marblehead March 2013 - Present
JPMorgan Chase May 2005 - March 2013
KeyBank January 2000 - April 2005
Key Bank August 1998 - January 2000
Key Bank May 1996 - August 1998
Skills
Financial Services, Loans, Executive Management, Public Speaking, Customer Retention, Strategic Planning, Salesforce.com, Banking, Credit, Account Management, Customer Service, Business Development, Leadership, Sales Presentations, Vendor Management, Sales Process, Sales Management, Business Relationship..., Loan Origination, Critical Thinking, CRM, Student Financial Aid, Selling, Risk Management, Call Centers, Portfolio Management, Solution Selling, Team Leadership, Time Management, Value Selling, Market Planning, Consumer Lending, Finance, Product Development, Marketing Strategy, Market Development, Pricing Negotiations, Accountability, Business Intelligence, Consultative Selling, Training, Credit Analysis, Sales
Education
Boston College 1992 — 1996
BA, Psychology
KPMG US October 2009 - Present
Wilmont Advisory November 2008 - October 2009
JPMorgan Chase October 2007 - November 2008
Army National Guard November 1987 - February 2008
KPMG US March 1999 - October 2007
Skills
Risk Management, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Financial Services, Financial Risk, Auditing, Banking, Financial Reporting, Project Management, Process Improvement, Financial Analysis, Operational Risk..., Commercial Lending, Credit Risk, Loans, Mergers, COSO, Asset Managment, Valuation, Mutual Funds, Private Equity, Residential Mortgage, Volcker Rule
Education
Institute of Internal Auditors 2007 — 2007
CFSA, Certified Financial Services Auditor
Boston College - Wallace E. Carroll Graduate School of Management 1993 — 1997
MBA, Finance
Westfield State University 1988 — 1992
B.S. Business Management, Finance
JPMorgan Chase May 1984 - Present
Skills
Project Management, Operations Management, Philanthropy, Organizational...
Education
Boston College 1980 — 1984
Bachelor's degree, Business/Managerial Economics
TIAA-CREF May 2014 - Present
JPMorgan Chase July 2013 - May 2014
Goldman Sachs December 2011 - July 2013
Goldman Sachs January 2009 - November 2011
Goldman Sachs December 2007 - December 2008
Goldman Sachs December 2003 - December 2007
Goldman Sachs August 2000 - December 2003
Skills
Capital Markets, Equities, Investment Banking, Equity Research, Bloomberg, Fixed Income, Valuation, Hedge Funds, Derivatives, Funding, Emerging Markets, Credit Derivatives, Wealth Management, Product Control, Financial Analysis
Education
Boston College 1996 — 2000
Bachelor's degree, Economics
Groupon November 2014 - Present
JPMorgan Chase August 2014 - November 2014
Groupon April 2014 - August 2014
Groupon August 2011 - April 2014
The Opportunities Group December 2009 - August 2011
NYC Department of Education September 2007 - August 2009
Education
Boston College 2000 — 2004
BA, Management (Marketing)
Garden City High School 1996 — 2000
Managed by Q February 2015 - July 2015
Royal Bank of Scotland July 2007 - June 2014
Boston College January 2005 - May 2007
JPMorgan Chase June 2006 - August 2006
World Trade Center of Greater Philadelphia May 2005 - August 2005
Skills
Interest Rate..., Derivatives, Fixed Income, Credit Analysis, CDS, Credit, Investment Banking, Capital Markets, Rates, Bloomberg, Hedging, Debt, Financial Analysis, Financial Modeling, Valuation
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College 2003 — 2007
Bachelor of Arts (B.A.)
Moorestown High School
JPMorgan Chase January 2013 - Present
RBS Securities Inc. December 2009 - December 2012
U.S. Securities and Exchange Commission November 2004 - November 2009
Ropes & Gray LLP May 2003 - September 2004
Reboul, McMurray, Hewitt & Maynard April 2001 - May 2003
Latham & Watkins October 1998 - March 2001
Skills
Securities Litigation, Corporate Governance, Securities Regulation, Litigation, Corporate Law, Securities
Education
New York University School of Law 1995 — 1998
JD
Boston College 1991 — 1995
BA, History/Philosophy
Xperience February 2015 - Present
JPMorgan Chase 2014 - 2014
JPMorgan Chase & Co. September 2012 - December 2013
JPMorgan Chase & Co. May 2011 - August 2012
Foundry9, a LiquidHub Company November 2009 - April 2011
Skills
Marketing, Customer Service, Social Media Marketing, Research, Microsoft Office, Marketing Strategy, Public Speaking, Social Media, Digital Marketing, Advertising, Marketing Communications, Email Marketing, Direct Marketing
Education
Tianjin Foreign Studies University 2014 — 2014
Chinese Language Program
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Art History; Concentration in Finance
HKUST Business School 2008 — 2008
Study Abroad Program, International Business
Cranbrook Schools
Work in progress fitness April 2013 - Present
American Express 2003 - 2007
JPMorgan Chase 2002 - 2004
Skills
Integrated Marketing, Strategic Planning, Marketing, Event Planning, Social Media, Management, Marketing Strategy, Team Building, Sales, Direct Marketing, Microsoft Office, Public Speaking, Strategy, Coaching, Advertising, Customer Service, Project Management
Education
Boston College 1991 — 1995
Bachelor of Arts (B.A.), History
Financial Industry Regulatory Authority April 2014 - Present
JPMorgan Chase October 2013 - March 2014
Intellectual Property Clinic - Center for Law and Innovation January 2013 - May 2013
Hudson Cook, LLP August 2012 - January 2013
Cumberland Legal Aid Clinic August 2012 - January 2013
Greater Boston Legal Services May 2012 - August 2012
United States Attorney's Office January 2012 - May 2012
Pierce Atwood September 2011 - December 2011
New York Supreme Court (Commercial Division) May 2011 - August 2011
Columbia University Medical Center March 2010 - August 2010
Skills
Legal Research, Legal Writing, Microsoft Office, Microsoft Excel, Research, Human Rights, Public Speaking, Teaching, Bankruptcy, Westlaw, Public Policy, Civil Litigation, Appeals, Corporate Law, Litigation
Education
University of Maine School of Law 2010 — 2013
Juris Doctor, Law
Boston College 2004 — 2008
B.A., International Studies and Economics
Georgetown University 2005 — 2005
Bachelor of Arts (BA), Economics and Political Science
Cheverus High School 2002 — 2004
High School Degree
Hall Capital Partners LLC July 2014 - Present
JPMorgan Chase June 2013 - August 2013
hybris May 2012 - March 2013
Cytokinetics June 2011 - August 2011
Skills
Salesforce.com, SaaS, E-commerce, CRM, Enterprise Software, Solution Selling, Professional Services, Lead Generation, Strategic Partnerships, Sales, Social Media Marketing, SEO, Cloud Computing, Email Marketing, Strategy
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Mathematics
inVNT June 2015 - Present
inVNT November 2014 - Present
JPMorgan Chase September 2012 - September 2014
FactSet Research Systems October 2010 - September 2012
Skills
Financial Markets, Data Analysis, Project Management, Due Diligence, Financial Risk, Analysis, Social Media, Management, Leadership, Marketing, Marketing Strategy
Education
Boston College 2006 — 2010
Bachelor of Science, Finance
Citizens Bank 2009 - June 2015
AIG and JPMorgan Chase 2008 - 2009
JPMorgan Chase 1996 - 2008
Skills
Talent Management, Talent Acquisition, Employee Relations, Organizational..., Human Resources, Leadership, Management, Performance Management, HR Consulting, Project Management, Change Management, Strategy, Mergers & Acquisitions, Employee Engagement, Organizational..., Outsourcing, Business Strategy, Employee Benefits, Leadership Development, Coaching, Onboarding, Organizational Design, Recruiting, Succession Planning, HRIS, Workforce Planning, Career Development
Education
Boston University
Master of Business Administration (M.B.A.)
Boston College
Bachelor’s Degree
StubHub January 2013 - March 2015
JPMorgan Chase June 2011 - August 2011
Straits Restaurant Group June 2010 - July 2010
Health Maintenance Inc. July 2009 - August 2009
Skills
Microsoft Excel, Finance, Khalix, SAP BW, Business Objects, Oracle, PowerPoint, Business Intelligence..., Data Analysis, Sage Mas90 Business..., Microsoft Office, Visual Basic, SAP SRM, HTML, Facebook, Bloomberg Terminal, Research, Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2012
Bachelor of Science (B.S.), Finance
Sacred Heart Preparatory 2004 — 2008
Northern Trust August 2013 - Present
BNY Mellon August 2012 - August 2013
Credit Suisse July 2010 - July 2011
Merrill Lynch March 2007 - July 2010
JPMorgan Chase March 2005 - March 2007
BNP Paribas 2000 - 2003
Skills
Middle Office, Fixed Income, Derivatives, FX, Operational Excellence, General Ledger, Accounting, Cash Management, Team Building, Team Management, Product Control, Risk Management, Anti Money Laundering, FX Options, Emerging Markets, Settlement, Swaps, Trading, Credit Derivatives, Asset Management, Securities, Options, Bloomberg, Trading Systems, Financial Risk, Portfolio Management, Financial Services, Capital Markets, Banking, Valuation, Structured Products, Credit, Operational Risk, Finance, Hedge Funds, Treasury, Collateral Management, Interest Rate..., Investment Banking, Currency, Bonds, Financial Markets, Interest Rates, Market Risk, Alternative Investments, Equities, Management, Analysis, Structured Finance, Investments
Education
Boston College 1991 — 1995
Bachelor of Science, Finance
Sears Holdings Corporation March 2012 - Present
Dr Pepper Snapple Group (Infrastructure Services Division) October 2009 - March 2012
T-Systems July 2008 - 2009
TransUnion April 2006 - May 2008
TransUnion 2007 - 2008
JPMorgan Chase 2004 - 2007
JP Morgan/Chase August 2003 - March 2006
EDS, an HP Company February 1998 - July 2000
Skills
SLA, ITIL, Incident Management, Operating Systems, Troubleshooting, Data Center, Sla, Microsoft Exchange, Integration, Firewalls, Servers, Security, Project Management, Networking, Team Management, Switches, Infrastructure, Software Documentation, Service Delivery, Information Technology, Change Management, Process Improvement, Technical Support, Vendor Management, IT Operations, Business Strategy, IT Service Management, Disaster Recovery, Outsourcing, Management, Unix, Network Administration, Active Directory, IT Management, IT Strategy, SDLC, Routers, Cisco Technologies, Managed Services, Help Desk Support, Leadership, Computer Hardware, System Deployment, Windows, BMC Remedy, Project Planning, Service Management, IT Outsourcing, PMP, Cloud Computing
Education
Cornell University 2012 — 2013
Leadership Training, Business Administration, Management and Operations
Boston College
Management, Business Management
Cornell University
st johns high school
Red Fan Communications, LLC January 2008 - Present
University of Texas at Austin January 2006 - June 2008
JPMorganChase October 2001 - September 2005
JPMorgan Chase 2001 - 2005
JPMorganChase October 2000 - October 2001
Peppercom April 1999 - September 2000
IBM 1997 - 1999
Ketchum 1995 - 1997
Ketchum PR 1995 - 1997
Cunningham Communications 1993 - 1995
Skills
Public Relations Expert, Business Development..., Brand Awareness, Public Relations, Investor Relations, IPO, Media Relations, Social Media, Crisis Communications, Corporate Branding, Reputation Management, Chief Communications..., CCO, B2B Communications, Consumer Communications, Banking, PR agency, Corporate Communications, Austin PR Agency, Product Launch, Social Media Outreach, Website Development, Advertising, Competitive Analysis, Internal & External..., Copywriting, Brand Developement, New Business Development, B2B, Start-ups, Press Releases, Strategic Partnerships, Thought Leadership, Brand Development, Strategic Communications, Facebook, Creative Direction, Digital Media, Crisis Management, Internal Communications, Newsletters, Business Development, Social Media Marketing, Marketing, Blogging, Social Networking, Strategy, Marketing Communications, Management, Strategic Planning
Education
Boston College 1989 — 1991
M.A., English
Saint Michael's College 1985 — 1989
B.A., English
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase September 2012 - May 2015
Archdiocese of New York May 2012 - August 2012
Royal Bank of Scotland June 2009 - August 2009
Skills
Financial Analysis, Banking, Financial Modeling, Data Analysis, Management
Education
Boston College 2008 — 2011
Bachelor of Science (BS), Finance and Information Systems
University of Notre Dame 2007 — 2008
Finance, General
School of the Holy Child 2003 — 2007
Milestone Group April 2014 - Present
Massachusetts State Department of Transportation October 2013 - March 2014
Brown Brothers Harriman May 2011 - July 2013
JPMorgan Chase March 2010 - June 2010
Fidelity Investments January 2002 - March 2008
Fidelity Investments April 2000 - January 2002
Fidelity Investments August 1998 - April 2000
Investors Bank & Trust March 1997 - August 1998
Skills
Equities, Portfolio Management, Asset Management, Mutual Funds, Financial Services, Securities, 5500 Reporting, Eagle PACE, Eagle STAR, PL / SQL, Oracle databases, Business Analysis, Project Management, SDLC
Education
Boston College 1987 — 1991
BS, Finance
TA Associates August 2012 - Present
Diane von Furstenberg June 2011 - August 2011
TA Associates July 2007 - August 2010
JPMorgan Chase August 2005 - July 2007
Skills
Due Diligence, Entrepreneurship, Investment Banking, Mergers & Acquisitions, Financial Modeling, Investments, LBO, Venture Capital, Valuation, Private Equity, Corporate Finance
Education
Stanford University Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Boston College
Bachelor of Arts (BA), Economics
Deloitte July 2012 - Present
Boston College Students In Free Enterprise September 2011 - May 2012
Boston College Information Systems Academy September 2011 - May 2012
Boston College 2009 - 2012
JPMorgan Chase June 2011 - August 2011
Hewlett-Packard June 2010 - June 2011
j2 Global Communications June 2009 - August 2009
LA’s Best After School Enrichment September 2007 - August 2008
Skills
Data Analysis, Strategist, Business Intelligence, Financial Modeling, Strategy, Analytics, SPSS, Management Consulting, Analysis, Marketing Strategy, Financial Analysis, Competitive Analysis, Market Research, Entrepreneurship, Marketing, Leadership, Business Analysis
Education
Boston College 2009 — 2012
B.S., Marketing & Information Systems
Boston University 2008 — 2009
B.A.
Harvard-Westlake
CGI January 2010 - Present
JPMorgan Chase September 2004 - December 2009
Washington Mutual September 2004 - September 2008
CGI-AMS September 1985 - September 2004
Raytheon 1981 - 1983
Education
Bainbridge Graduate Institute 2009 — 2010
Graduate Certificate, Business Sustainability
Boston College 1977 — 1981
Royal Bank of Scotland 2011 - 2012
City of Yonkers October 2009 - January 2011
JPMorgan Chase June 2005 - December 2008
Washington Mutual 2007 - 2007
JPMorgan Chase March 1995 - March 2003
Skills
PMO, Integration, Financial Services, Investments, Management, Project Management, Enterprise Software, Banking, Relationship Management, Vendor Management, Capital Markets, Valuation, Mergers, PMP, SDLC, Software Project..., Business Analysis, Visio, Program Management, Project Portfolio..., Requirements Gathering, IT Strategy, Business Process..., Project Delivery, Business Requirements, Requirements Analysis, Resource Management, Governance
Education
Boston College
M.Ed
Psychotherapy and Spirituality Institute January 2014 - Present
Blanton Peale Counseling Center January 2014 - July 2014
Hazelden Foundation September 2011 - January 2014
JPMorgan Chase September 2007 - August 2009
Citigroup February 2007 - May 2007
Bear Stearns October 2005 - February 2007
Skills
Psychotherapy, Mental Health, Case Managment, Group Therapy, Co-occurring Disorders, Chemical Dependency, Addiction Recovery, Motivational..., CBT, Counseling Psychology, Behavioral Health, Treatment, Case Management, Crisis Intervention, Interventions, Mental Health Counseling
Education
Eastern Group Psychotherapy Training Program 2012 — 2015
Certificate, Group Psychotherapy
Fordham University 2009 — 2011
MA, Pastoral Counseling
Boston College 1999 — 2003
BA, Philosophy, Math
JPMorgan Chase December 2013 - Present
Bank of America - Merrill Lynch October 2010 - 2013
Merrill Lynch March 2008 - October 2010
Merrill Lynch Trust Company October 2001 - April 2008
Neville, Pappas & Mahoney/Thomas Royce, August 1999 - October 2000
Big Hurt Enterprises 1995 - 2000
Big Hurt Enterprises December 1995 - August 1999
New York Yankees January 1992 - December 1995
Cleary Gottlieb Steen & Hamilton LLP May 1990 - January 1992
Skills
Compliance, Licensing, Corporate Law
Education
DePaul University College of Law 1996 — 2000
JD, Law
Trinity College Dublin 1999 — 1999
Law, Legal
Boston College 1984 — 1989
Bachelor of Arts (B.A.), English Language and Literature/Letters
Bergen Catholic High School 1980 — 1984
HS Diploma
Wells Fargo Capital Finance May 2010 - Present
GMAC Commercial Finance, LLC November 2004 - July 2010
JPMorgan Chase August 1989 - November 2004
Skills
Asset Based Lending, Financial Modeling, Commercial Finance, Credit
Education
Boston College 1985 — 1989
Bachelor of Science (B.S.), Economics
JPMorgan Chase October 2010 - Present
DLA Piper November 2003 - October 2010
Chapman and Cutler LLP May 2003 - October 2003
Gibson, Dunn & Crutcher LLP September 2000 - December 2002
Gibson, Dunn & Crutcher LLP May 1999 - August 1999
Education
Boston College Law School 1997 — 2000
Juris Doctor, Magna Cum Laude, Law
Boston College 1990 — 1994
Bachelor of Arts (B.A.), Magna Cum Laude, English
J.P. Morgan February 2015 - Present
J.P. Morgan December 2012 - Present
J.P. Morgan February 2009 - December 2012
J.P. Morgan July 2007 - September 2009
J.P. Morgan July 2005 - July 2007
J.P. Morgan 2004 - 2005
JPMorgan Chase 2003 - 2004
JPMorgan Chase 2002 - 2003
JPMorgan Chase 2001 - 2002
JPMorgan Chase 2000 - 2001
Education
Boston College 1996 — 2000
B.A., Sociology
John Cooper 1989 — 1996
Sunrise Senior Living May 2005 - Present
JPMorgan Chase March 1997 - February 2004
Skills
Financial Analysis, Hyperion Planning, Budgets, Variance Analysis, Hyperion Enterprise
Education
Boston College 1989 — 1993
BS, Finance and Economics
London School of Economics and Political Science
JPMorgan Chase June 2002 - Present
Merrill Lynch September 1999 - June 2002
Education
Boston College 1995 — 1999
Mixpanel, Inc. October 2014 - Present
SAP February 2014 - October 2014
SuccessFactors June 2013 - February 2014
SuccessFactors February 2012 - June 2013
PricewaterhouseCoopers August 2009 - February 2012
Alcove Networks September 2008 - December 2008
SAP May 2008 - August 2008
JPMorgan Chase June 2004 - June 2007
JPMorgan Chase September 2003 - June 2004
Skills
Analysis, Financial Modeling, Business Process, Business Strategy, Management Consulting, Pricing Strategy, Sales Operations, Saas, Cloud Computing, Strategy, CRM, Cross-functional Team..., SaaS, Analytics, Forecasting
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Boston College 1998 — 2002
BA, English, Philosophy
Queen Mary University of London 2000 — 2001
The Peddie School 1994 — 1998
JPMorgan Chase & Co. January 2015 - Present
People's United Bank March 2014 - November 2014
JPMorgan Chase March 2011 - March 2014
SJK Capital, Inc. January 2008 - February 2011
Ciena Capital (f/k/a Business Loan Express) October 2005 - January 2008
Education
Boston College 2000 — 2004
Bachelor of Science
Chaminade High School 1996 — 2000
Wells Fargo February 2013 - Present
JPMorgan Chase April 2010 - February 2013
Skills
Portfolio Management, Microsoft Office, Commercial Banking, Asset Based Lending, Credit, Financial Analysis, Microsoft Excel, Public Speaking
Education
Boston College 2009 — 2010
MBA
Boston College 2005 — 2009
BS, Finance and Marketing
JPMorgan Chase August 2014 - Present
JPMorgan Chase January 2008 - July 2014
JPMorgan Chase November 1997 - January 2008
Citibank April 1996 - November 1997
JPMorgan Chase May 1990 - April 1996
Drexel Burnham Lambert January 1989 - January 1990
Skills
Commercial Banking, Banking, Commercial Lending, Credit, Loans, Retail Banking, Financial Services, Risk Management, Financial Analysis, Portfolio Management, Small Business Lending
Education
Boston College 1984 — 1988
BS, Finance
Hofstra University
MBA, Finance
JPMorgan Chase 2000 - 2003
Trustar / Principal 1998 - 2000
Scudder Investments 1987 - 1997
Skills
Mutual Funds, Series 7, Series 63, Securities, Financial Services, 401k
Education
Boston College 1983 — 1987
Fidelity Investments August 2010 - Present
EMC April 2008 - August 2010
JPMorgan Chase July 2005 - March 2008
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Decision Support, Cost Management, Corporate Finance, Budgeting, Budget Forecasts, Forecasting, Financial Forecasting, Budgeting & Forecasting, Capital Budgeting, Finance, Business Analysis, Microsoft Excel, Financial Planning, Analysis, Budgets, Planning Budgeting &..., Intercompany Accounts, Strategic Technology..., Technology Planning, Strategic Initiatives, Key Performance..., Business Case
Education
Temple University - Fox School of Business and Management 2015 — 2018
Doctor of Business Administration (D.B.A.)
University of Massachusetts Boston 2006 — 2009
Master of Business Administration (M.B.A.)
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
Bachelor’s Degree, Management - Finance
Green Tree Servicing June 2014 - Present
JPMorgan Chase February 2009 - December 2013
JPMorgan Chase (formerly Washington Mutual Bank) April 2008 - February 2009
JPMorgan Chase ( formerly Washington Mutual Bank) February 2006 - December 2007
H&R Block December 2002 - April 2007
THE HARTFORD INVESTMENT MANAGEMENT COMPANY September 2000 - November 2005
Bank of America ( Formerly Fleet Boston ) July 1999 - April 2000
Skills
Community Outreach, Mortgage Banking, Loan Origination, Financial Analysis, Loss Mitigation, Mortgage Servicing, Accounting
Education
Boston College
Bachelor of Science, Accounting
University of Phoenix
Master of Business Administration, Global Management
Early Childhood Resource Center 2006 - Present
The Belden Brick Company April 2004 - Present
JPMorgan Chase 2000 - 2004
Skills
Strategic Planning
Education
Boston College 1994 — 1998
Credit Suisse June 2014 - Present
Credit Suisse October 2006 - June 2014
Credit Suisse First Boston August 2001 - October 2006
UBS Investment Bank 2000 - 2001
Societe Generale Cowen 1999 - 2000
JPMorgan Chase 1998 - 1999
Skills
Due Diligence, Equity Research, Corporate Finance, Credit Analysis, Investment Banking, Equities, Portfolio Management, Fixed Income, Credit, Private Banking, Derivatives, Bloomberg, Capital Markets, Emerging Markets, Hedge Funds
Education
Boston College 1994 — 1998
Bachelor of Arts
Loyola High School 1990 — 1994
High School
Saint David's School 1980 — 1990
Elementary
Mittleman Brothers LLC September 2013 - Present
HS Management Partners, LLC May 2008 - April 2013
Fortress Investment Group June 2007 - December 2007
W.P. Stewart August 2003 - June 2007
JPMorgan Chase July 2000 - August 2003
Education
London Business School 2006 — 2008
MBA
Columbia University - Columbia Business School 2006 — 2008
MBA
Boston College 1996 — 2000
BS, Marketing
University of Sydney
GE Capital May 2013 - Present
Royal Bank of Scotland August 2011 - May 2013
JPMorgan Chase August 2005 - August 2011
Fitch Group/ Alogrithmics June 2003 - August 2005
Federal Reserve Bank of Boston July 1996 - June 2003
Education
Boston College 1991 — 1996
Ph.D.
School Bus Consultants, LLC November 2014 - Present
TransPar Group, Inc. March 2010 - Present
TransPar Group, Inc February 2011 - October 2014
National Bank of Arizona March 2007 - February 2010
JPMorgan Chase January 2005 - March 2007
Raytheon July 2000 - July 2003
Skills
Financial Analysis, Risk Management, Banking, Team Building, Process Improvement, Strategic Planning, Portfolio Management, New Business Development, Team Leadership, Program Management, Management Consulting, Project Management, Logistics, Budgets, Leadership, Training, Management, Operations Management, Coaching, Leadership Development, Customer Service
Education
Rockhurst University 2003 — 2004
MBA, Business Management
Boston College 1996 — 2000
BS, Business and Computer Science
School Specialty January 2010 - Present
Manheim April 2009 - February 2010
JPMorgan Chase 2005 - 2009
Skills
Cold Calling, Account Management, Sales Management, Marketing, Sales Operations, Sales, Selling, Direct Sales, New Business Development, Salesforce.com, B2B, Strategic Planning, Lead Generation, Business Development
Education
Columbia University in the City of New York 1988 — 1990
Psychology
Boston College 1985 — 1987
Psychology/Management
Mahopac High School 1981 — 1985
FolioDynamix May 2009 - Present
JPMorgan Chase December 2008 - May 2009
Boston Financial Data Services August 2006 - December 2008
State Street May 2004 - August 2006
Skills
Equities, Fixed Income, Wealth Management, Securities, Project Management, Mutual Funds, Portfolio Management, Product Development, Financial Services, Investment Strategies, Trading, Trading Systems, Asset Management, Separately Managed..., Product Management, Risk Management, Investment Management, Business Analysis, SDLC, Investments, Asset Allocation
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2010
MBA, Business Strategy and Information Technology
Boston College 2000 — 2004
Bachelor of Science (BS), Finance, General
Chase Commercial Banking April 2011 - Present
JPMorgan Chase November 2008 - April 2011
JPMorgan Chase March 2008 - December 2008
JPMorgan Chase September 2006 - March 2008
Skills
Underwriting, Finance, Business Strategy, Commercial Lending
Education
Boston College 2002 — 2006
B.S., Finance/Marketing
New York University School of Continuing and Professional Studies
Investment Real Estate
Karnow Brothers July 2008 - Present
Fidelity Investments September 2006 - June 2008
JPMorgan Chase January 2004 - August 2006
JPMorgan Chase January 2000 - December 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MS, Finance
Georgetown University 1994 — 1998
BSBA, Finance
Saint John's Preparatory 1990 — 1994
Bank of America May 2015 - Present
JPMorgan Chase August 2011 - April 2015
GLG Partners January 2009 - November 2011
Evercore Partners October 2005 - May 2008
Goldman Sachs May 2004 - May 2005
American Express 1992 - 2004
Ernst & Young July 1990 - July 1992
Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance, Marketing
Boston College 1986 — 1990
BS, Accounting, Computer Information Systems
Parsippany Hills HS
J.P. Morgan August 2008 - Present
JPMorgan Chase May 2006 - August 2008
JPMorgan Chase August 2004 - May 2006
Orange County Department of Education October 2000 - July 2004
Skills
Meeting Planning, Heavy Calendaring, Heavy Phones, Travel Management, Expense Reports
Education
Chapman University 2000 — 2003
Master of Arts (MA), Secondary Education and Teaching
Chapman University 1998 — 2000
Bachelor of Arts (BA), English Language and Literature, General
Boston College 1996 — 1998
Ernst & Young August 2009 - October 2010
Merrill Lynch March 2007 - July 2008
JPMorgan Partners November 2000 - August 2006
JP Morgan Partners 2000 - 2006
JP Morgan Chase 2000 - 2006
JPMorgan Chase 2000 - 2006
Education
New York University - Polytechnic School of Engineering 1988 — 1991
MS, Computer Science
Boston College 1981 — 1985
BA, Mathematics & Computer Science
Rochester City School District (Employment Store) April 2008 - October 2008
Democrat and Chronicle Newspaper December 2004 - December 2007
Democrat and Chronicle Newspaper April 2000 - December 2004
JPMorgan Chase May 1999 - October 1999
Titleserv November 1998 - March 1999
First Rochester Community Credit Union June 1997 - September 1998
Education
Monroe2-BOCES 1999 — 2000
none, Network Technician
Boston College
none, French Literature
Boston University
B.A., Liberal Arts: math, French
Western New England University
none, accounting
JPMorgan Chase September 2013 - Present
DRA Advisors LLC January 2009 - August 2013
Morgan Stanley June 2007 - November 2008
Prudential Real Estate Investors 1998 - 2007
Education
Boston College
BA, Economics
Gumroad December 2014 - Present
Wigio LLC July 2013 - Present
JPMorgan Chase May 2012 - June 2013
JP Morgan Chase Paymentech April 2010 - June 2012
Rx Media Mail December 2008 - April 2010
Wellington Management December 2005 - December 2008
UBS Wealth Management 2002 - 2004
Targus International 2000 - 2001
Skills
Asset Management, Payments, Risk Management, Investments, Retail, Analytics, Marketing, Relationship Management, Portfolio Management, Equities, E-commerce Consulting, Global E-commerce, E-commerce Optimization, Payment Card Processing, Payment Gateways, Payment Cards, Payment Services, Mobile Payments, Electronic Payments
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
MBA/MSF, Finance
Boston University 1996 — 2000
BA, Philosophy
Weil, Gotshal & Manges LLP September 2012 - Present
AIG 2011 - 2012
Merrill Corporation 2011 - 2011
Xerox Litigation Services 2010 - 2011
Cambridge Health Alliance 2009 - 2010
JPMorgan Chase 2005 - 2008
Skills
Contract Negotiation, Document Review, Procurement, Legal Research, Proposal Writing, Project Management, Research, Legal Writing, Litigation, Intellectual Property, Corporate Law, Licensing, Commercial Litigation
Education
Brooklyn Law School 2001 — 2004
Juris Doctor
London School of Economics and Political Science 1999 — 2000
Masters
Boston College 1997 — 1999
Bachelor of Arts
Harvard University 2009 — 2010
Certificate, Negotiation
Oxford University
International Law and Legal Studies
Mount Holyoke College 1995 — 1997
Herricks High School
VMM Consulting September 2014 - Present
US Securities and Exchange Commission December 2011 - August 2014
Bayshore Management Consultants May 2011 - August 2012
State Street Corporation September 2006 - January 2009
JPMorgan Chase September 2000 - September 2006
Travelers Life & Annuity January 1998 - March 2000
Fidelity Investments 1982 - 1998
Skills
Mutual Funds, Investments, Risk Management, Asset Managment, Hedge Funds, Financial Services, Board Governance, Alternative Investments, Executive Coaching, Securities, Management, Mergers & Acquisitions, Financial Risk, Strategy, Equities, Portfolio Management, Derivatives, Strategic Planning, Fund Accounting, Leadership, Investment Management, Management Consulting, Banking, Private Equity, Fund Administration, Capital Markets, Bloomberg, Asset Management, Due Diligence, Fixed Income, Trading, Series 7
Education
Boston College 1974 — 1977
BA, French, Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
PIMCO June 2010 - Present
JPMorgan Chase October 2009 - February 2010
Bernstein Global Wealth Management August 2006 - March 2009
AllianceBernstein August 2003 - August 2006
Goldman Sachs Asset Management March 2001 - March 2003
Weill Cornell Medical College-NYH 2000 - 2001
Skills
Series 7, Hedge Funds, Series 63, Program Management, Writing Skills, Marketing Communications, Process Improvement
Education
Boston College 1995 — 1999
BA, English
CreditSights June 2010 - August 2010
JPMorgan Chase July 2006 - June 2009
Skills
Management Consulting, Portfolio Management, Financial Modeling, Credit, Financial Risk, Underwriting, Due Diligence, Financial Analysis, Business Strategy, Leadership
Education
Harvard Business School 2009 — 2011
MBA
Boston College 2002 — 2006
BA, Economics, English, Environmental Studies
Covidien April 2013 - Present
State Street Bank•Reviewed compliance packages for three clients with over 300 funds in each portfo July 2009 - April 2013
State Street Bank April 2006 - February 2009
Investors Bank & Trust June 2005 - April 2006
State Street Bank May 2002 - June 2005
State Street Bank November 2000 - April 2002
JPMorgan Chase October 1998 - October 2000
Skills
Fund Administration, Fixed Income, Mutual Funds, Hedge Funds, Securities, Investments, Fund Accounting, Bloomberg, Financial Reporting, Valuation, Accounting, Finance, Analysis
Education
Boston College
Bachelor, Finance
J.P. Morgan Asset Management January 2013 - Present
JPMorgan Chase July 2011 - January 2013
JP Morgan Chase June 2010 - August 2010
Cape Cod Baseball League June 2009 - August 2009
New England Home March 2009 - May 2009
Skills
Financial Analysis, Equities, Investments, Microsoft Excel, PowerPoint, Bloomberg Terminal, Securities
Education
Boston College 2007 — 2011
Bachelor's degree, Economics, Communications
JPMorgan January 2012 - Present
JPMorgan Chase 2000 - 2010
Sanford C. Bernstein January 2000 - June 2001
Education
Boston College 1994 — 1998
BS, Economics
Cat Trail November 2013 - Present
Cat Trail March 2012 - October 2013
Cat Trail October 2011 - March 2012
Point Clear Capital Management January 2010 - October 2011
UBS Wealth Management June 2008 - August 2008
JPMorgan Chase May 2007 - July 2007
Education
New York University, Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Boston College 2005 — 2009
B.S.
Chaminade High School 2001 — 2005
Deloitte March 2014 - Present
Noble Supply & Logistics April 2010 - March 2014
FRC 2009 - 2010
MHQ February 2005 - April 2009
JPMorgan Chase September 2003 - December 2004
State Street June 2000 - June 2003
Skills
Customer Service, Strategic Planning, Microsoft Office, Program Management, PowerPoint, Microsoft Word, Business Strategy, Analysis, Budgets, Financial Analysis, Sales, Microsoft Excel, Data Analysis, Project Management, Inventory Management, Leadership, Contract Negotiation, Marketing, IT Operations, Accounting, Procurement, NetSuite, Forecasting, Management, Integration, Strategy, Cross-functional Team..., Consulting, Process Improvement, Business Analysis, Salesforce.com, SaaS, Finance
Education
Boston University 2013 — 2015
Master's degree, Web Application
Boston College 1998 — 2000
BS, Accounting
Quincy College 1995 — 1998
Catholic Memorial 1990 — 1994
Bank of America April 1997 - July 2001
State Street Bank June 1996 - March 1997
JPMorgan Chase July 1991 - May 1996
Skills
Banking, Business Analysis, Risk Management, Financial Analysis, Financial Risk, Financial Services, Training, Management
Education
Boston College 1987 — 1991
B.S. Accounting, Business Management, High Honors
McKinsey & Company October 2012 - Present
The Dreadnought Group, LLC March 2009 - September 2011
JPMorgan Chase 2006 - 2009
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Fixed Income, Equities, Hedge Funds, Investments, Derivatives, Financial Analysis, Bloomberg, Corporate Finance, Portfolio Management, Private Equity, Alternative Investments
Education
Columbia Business School
Master of Business Administration (MBA), Finance and Management
Boston College
BA, Economics
JPMorgan Chase March 2014 - Present
JPMorgan Chase February 1984 - Present
Skills
Loans, Commercial Lending, Credit, Corporate Social..., Small Business Lending, Banking, Philanthropy, Business Development, Community Development, Real Estate, Financial Analysis, Commercial Banking, Underwriting, Due Diligence, Small Business, Credit Analysis, Mortgage Lending, Marketing, Leadership, Credit Risk, Portfolio Management, Nonprofits, SBA, Fundraising, Cash Management, Real Estate Economics, Finance, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1999 — 2000
Certificate, Corporate Community Relations
State University of New York at Buffalo - School of Management
MBA, Business
University of Phoenix November 2014 - Present
Apollo Group October 2011 - November 2014
Apollo Group May 2010 - October 2011
JPMorgan Chase November 2001 - February 2004
JPMorgan Chase August 1988 - November 2001
Skills
Leadership, Continuous Improvement, Project Management, Relationship Driven, Performance Management, Call Center, Operations Management, Quality Assurance, Strategic Planning, Banking, Business Intelligence, Analytics, Call Centers, Change Management, Coaching, Cross-functional Team..., Lean Manufacturing, Management, Process Improvement, Program Management, Risk Management, Six Sigma, Staff Development, Team Building, Vendor Management
Education
Boston College 1984 — 1988
BA, Economics
The Juilliard School July 2014 - Present
The Juilliard School June 2011 - June 2014
JPMorgan Chase September 2008 - June 2011
JP Morgan Chase July 2006 - August 2008
Skills
Equities, Financial Analysis, Financial Modeling, Capital Markets, Bloomberg, Hedge Funds, Fixed Income
Education
Boston College 2002 — 2006
B.S., Finance, Marketing
Forty3North Consulting Group July 2014 - Present
NYPPEX Private Markets July 2013 - June 2015
Daiwa Capital Markets March 2011 - April 2013
GFI Group June 2010 - March 2011
Access global trading April 2009 - April 2010
JPMorgan Chase March 2008 - April 2009
Bear Stearns 1991 - 2008
Skills
Equities, Hedge Funds, Trading, Investments, Bloomberg, FINRA, Series 7, Capital Markets, Securities, Derivatives, Series 63, Series 24, series 55, Series 3, Electronic Trading, Options, Portfolio Management, Alternative Investments
Education
Boston College 1986 — 1990
bs, finance and economics
St francis xavier high school 1982 — 1986
college prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
st andrew avellino 1974 — 1982
Fidelity Investments July 2011 - Present
Fidelity Investments 2005 - 2011
Fidelity Investments 2002 - 2004
Fidelity Investments 2000 - 2002
Fidelity Investments 1997 - 1999
JPMorgan Chase 1993 - 1996
Fidelity Investments January 1992 - January 1993
Fidelity Investments January 1985 - January 1991
Skills
Series 7, Mutual Funds, Financial Risk, Analysis, Finance, Banking, Project Management, Management, Leadership, Asset Allocation, Bloomberg, Hedge Funds, Wealth Management, Capital Markets, Program Management
Education
Boston College
Bachelor's degree, Marketing
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Wells Fargo & Co January 2015 - Present
JPMorgan Chase August 2006 - January 2015
Securities Industry Association 2005 - 2006
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette 1989 - 2001
Education
Brooklyn Law School 1986 — 1989
JD
Boston College
Bachelor of Arts (B.A.), French Language and Literature
The Children's Place June 2013 - Present
JPMorgan Chase June 2012 - August 2012
Tutors for All November 2011 - May 2012
Goldman Sachs January 2012 - January 2012
Montclair Learning Center August 2011 - August 2011
RuffaloCODY September 2010 - November 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Data Analysis, Finance, Public Speaking, Fundraising, Financial Analysis, Financial Modeling, SAP Implementation, SAP, SAP ERP, Hyperion Planning, Hyperion Financial..., Cognos
Education
Boston College 2009 — 2013
BS, Finance and Management/Leadership, 3.8/4.0
Boston College
Oldcastle Building Products, Inc. April 2014 - Present
SunTrust Robinson Humphrey August 2009 - March 2014
Lubert Adler May 2008 - August 2008
SunTrust Robinson Humphrey July 2004 - June 2007
JPMorgan Chase May 2003 - August 2003
Skills
Financial Modeling, Private Equity, Investment Banking, LBO, Valuation, Sell Side, Capital Markets, Financial Analysis, Corporate Finance, Business Valuation, M&A experience, Corporate Development, Due Diligence, Mergers, DCF, Venture Capital, Capital Raising, Divestitures, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA
Boston College 2000 — 2004
BS, Finance
The Westminster Schools 1987 — 2000
Atos April 2012 - June 2013
JP Morgan Chase February 2011 - April 2012
Thomson Reuters May 2010 - December 2010
JP Morgan February 2008 - July 2010
UBS Wealth Management July 2007 - December 2007
JPMorgan Chase October 2000 - December 2006
Education
Columbia University in the City of New York 1988 — 1991
Economics
Boston College 1986 — 1987
Finance
CT Data Collaborative February 2014 - Present
Connecticut Economic Resource Center (CERC, Inc) September 2010 - February 2014
Connecticut Legislature June 2007 - June 2010
Connecticut Hospital Association 2006 - 2007
JPMorgan Chase 2000 - 2004
Skills
Economics, Policy, Economic Development, Program Management, Policy Analysis, Stata, Program Evaluation, Public Policy, Research, Project Management, Management Consulting, Data Analysis, Qualitative Research, Analysis, Nonprofits, Strategy, Government, Economic Research, Statistics, Quantitative Analytics, Fundraising, Econometrics
Education
Harris School of Public Policy at the University of Chicago 2004 — 2006
MPP
University of Chicago 2004 — 2006
Masters, Public Policy
Boston College 1996 — 2000
Bachelor, Mathematics
The Baupost Group September 2014 - Present
JPMorgan Chase May 2012 - September 2014
JPMorgan Chase July 2011 - May 2012
Boston College Accounting Dept. February 2009 - June 2011
Skills
Microsoft Office, HTML 5, CSS3, Databases, QuickBooks
Education
Simmons College 2013 — 2015
Master of Library & Information Science (MLIS)
Boston College 2007 — 2011
B.A., French
JPMorgan Chase March 2013 - Present
The Bank of New York Mellon June 2011 - March 2013
Axispoint November 2009 - June 2011
Toys R Us May 2008 - August 2008
Education
Fordham University - Graduate School of Business Administration 2012 — 2015
Master of Business Administration (M.B.A.)
Boston College 2005 — 2009
B.A., Economics
Bergen Catholic High School 2001 — 2005
State Street September 2013 - Present
JPMorgan Chase October 2011 - September 2013
State Street July 2007 - September 2011
Investors Bank & Trust September 2006 - July 2007
Investors Bank & Trust September 2004 - September 2006
Skills
Hedge Funds, Fixed Income, Hedge Accounting, Fund Accounting, Bloomberg, Mutual Funds
Education
Boston College 2000 — 2004
Virtus Investment Partners May 2013 - Present
JPMorgan Chase August 2007 - May 2013
Skills
Fund Accounting, Fixed Income, Financial Modeling, Financial Analysis, Mutual Funds, Bloomberg
Education
Boston College 2000 — 2004
B.S, Finance
JPMorgan Chase September 2013 - Present
JP Morgan 2006 - August 2013
J.P. Morgan September 2005 - October 2006
J.P. Morgan 2002 - 2005
J.P. Morgan 1999 - 2002
J.P. Morgan 1996 - 1999
J.P. Morgan 1993 - 1996
Skills
Succession Planning, Treasury Services, Financial Services, Cash Management, Investment Banking, Talent Management, Employee Relations
Education
Boston College 1989 — 1993
BS, Accounting
JPMorgan Chase February 2005 - Present
JPMorgan Chase 1971 - 2005
JP Morgan Chase 1971 - 2005
Education
Boston College 1966 — 1970
BS, Business
Boston College - Wallace E. Carroll Graduate School of Management 1966 — 1970
Business, Accounting, finance
TD May 2015 - Present
JPMorgan Chase March 2014 - April 2015
JPMorgan Chase February 2013 - March 2014
JP Morgan Chase May 2011 - February 2013
Chase February 2008 - May 2011
International Paper August 2006 - February 2008
International Paper September 2004 - August 2006
Skills
Analytics, Vendor Management, Competitive Analysis, Strategic Planning, Data Analysis, Competitive Intelligence, Strategy, CRM, Product Management, Business Analysis, Cross-functional Team..., Analysis, Market Research, Segmentation, Marketing Research, Management, Business Intelligence, Business Development, Market Analysis
Education
Boston College
BA, History
Fordham University - Graduate School of Business Administration
MBA, Finance
Pace University
MS, Publishing
Goldman Sachs 2014 - Present
Cowen and Company 2012 - 2014
JPMorgan Chase 2011 - 2011
Skills
Microsoft Excel, Financial Modeling, Valuation, PowerPoint, Investment Banking, Corporate Finance
Education
Boston College
Bachelor of Science (B.S.), Finance, General
BNY Mellon August 2007 - Present
JPMorgan Chase January 1998 - September 2006
Fidelity Investments February 1993 - September 1998
The Boston Company February 1988 - February 1993
Education
Boston College
BS, Economics
Simmons College - Simmons School of Management
MBA
Deutsche Bank October 2010 - October 2012
Barclays Investment Bank June 2007 - September 2010
Bank of America May 2004 - May 2007
JPMorgan Chase July 1999 - May 2004
Skills
Hedge Funds, Series 24, Series 7, Series 63, Bonds, Capital Markets, Equities, FX Options, Fixed Income, Options, Private Equity, Trading, Risk Management, Commodity, Investments
Education
Boston College 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Computer Science & Finance, Major GPA: 3.7 / 4.0 Cum GPA 3.5 / 4.0
Passed CFA Level II
Flagstar Bank September 2014 - Present
Flagstar Bank November 2012 - September 2014
JPMorgan Chase June 2012 - November 2012
JPMorgan Chase August 2011 - June 2012
Financial Industry Regulatory Authority May 2010 - July 2011
Skills
SQL, Mortgage Lending, SharePoint, Databases, Microsoft Excel, Process Improvement, Visio, Access, Business Analysis, Data Analysis, Loans, Banking, Microsoft Office, Requirements Gathering, Lotus Notes, Project Management, PeopleSoft, Call Centers, Mortgage Banking, PowerPoint, Outlook, Analytics, Requirements Analysis, Analysis, Finance, Risk Management, Financial Analysis
Education
Walsh College of Accountancy and Business Administration 2013 — 2015
Master of Science (MS), Information Systems
Boston College 2003 — 2007
Bachelor of Science (BS), Biology
State Street Global Advisor's March 2015 - Present
JPMorgan Chase November 2013 - February 2015
Loomis, Sayles & Company August 2008 - August 2013
Columbia Management July 2006 - August 2008
Education
Boston College 1986 — 1990
Bachelor's degree, Economics