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
Och-Ziff Capital Management January 2013 - Present
Meridian Fund Services LLC November 2009 - January 2013
mourant fund services 2007 - 2009
JPMorgan Chase May 2007 - November 2007
Skills
Fund Accounting, Alternative Investments, Fund Administration, Hedge Funds, Fund Of Funds, Bloomberg, Fixed Income, Equities, Financial Analysis, Mutual Funds, Valuation
Education
Boston University 2003 — 2007
B.A., Economics
TD July 2013 - Present
IntePros Consulting April 2012 - June 2013
Pride Technologies May 2003 - March 2012
JPMorgan Chase June 2001 - March 2003
Internet Tradeline, Inc. January 2000 - April 2001
CCC Information Services January 1995 - December 1999
CCC Information Services January 1990 - January 1995
Skills
Program Management, Project Delivery, Software Project..., MS Office Suite, MS Project, Banking, Financial Analysis, Quality Assurance, Process Development, Business Process..., Team Management, Team Leadership, Cross-functional Team..., Billing, Data Center Relocation, Infrastructure Projects, PMP, MBA, Product Life Cycle..., PMO, Data Center, Process Improvement, Agile Methodologies, Infrastructure, Outsourcing
Education
Boston University 2004 — 2004
Project Management Certification
Loyola University of Chicago 1997 — 1999
Master of Business Administration, Marketing, Finance
Marquette University 1984 — 1988
Bachelor or Arts, Journalism, Marketing
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan January 2013 - Present
J.P. Morgan July 2011 - December 2012
J.P. Morgan November 2009 - July 2011
JPMorgan Chase June 2007 - November 2009
Forest Realty Management December 2006 - May 2007
Zurich Financial Services May 2006 - September 2006
Merrill Lynch May 2004 - September 2004
MILLINGTON SAVINGS BANK - PRIVATE May 2002 - May 2004
Skills
Risk Management, Project Management, Relationship Management, Global Custody, Change Management, Strategy, Operational Risk..., Operational Risk, Asset Managment, P&L Responsibility, Mutual Funds, Investments, Market Research, Bloomberg, Equities, Fixed Income, Financial Modeling, Bonds, Marketing Strategy, Marketing, Email Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Services, Finance, Financial Analysis, Capital Markets, Entrepreneurship, Negotiation, ERISA, Qualified Retirement..., Retirement Benefits, Asset Management, CRM, Wealth Management, Management, Leadership, Analysis, Banking, Securities, Portfolio Management, Financial Risk, Investment Banking, Customer Service, Analytics, Due Diligence, Budgets, Strategic Planning
Education
Susquehanna University 2015 — 2019
BS- Business Administration, Business Administration & Entrepreneurship
Boston University
Associate's degree, College of General Studies
Nordstrom October 2014 - Present
Glitter Guide November 2014 - Present
JPMorgan Chase January 2013 - June 2014
Bloomspot (acquired by JPMorgan Chase) May 2011 - December 2012
The Next Great Generation October 2010 - May 2011
Next Door London October 2009 - December 2009
3rd Millennium Classrooms September 2006 - September 2009
Excitations June 2009 - August 2009
Boston University School of Law January 2009 - May 2009
Boston University Humanities Foundation September 2006 - May 2009
Skills
Copywriting, Copy Editing, Graphic Design, Social Media, Blogging, Writing, Advertising, Email Marketing, Video, Social Media Marketing, Editorial, Marketing, Digital Marketing, Editing, Logo Design, Digital Media, Facebook, Television
Education
Boston University 2006 — 2010
Bachelor of Science, Major in Advertising and Minor in English
Huntington National Bank August 2015 - Present
Nationwide Financial February 2015 - June 2015
McGraw-Hill Education August 2014 - February 2015
JPMorgan Chase October 2013 - August 2014
TJ Vargo Fiction Writing July 2011 - July 2013
Mid-Ohio Educational Service Center September 1999 - July 2011
Lifetouch October 1996 - January 1998
Skills
Video Production, Technical Writing, News Writing, Writing, Creative Writing, Media Relations, Editing, Copy Editing, Community Relations, Newsletters, Public Relations, Publishing, Blogging, Leadership, Public Speaking, Social Media, Marketing, Publications, Books, Copywriting, Literature, Storytelling, Language Arts, Narrative
Education
Virginia Commonwealth University 1985 — 1988
BS, Mass Communications
Boston University 2012 — 2012
Paralegal Certification, Paralegal Studies, 4.0 GPA
JPMorgan Chase December 2013 - Present
Tegris LLC March 2012 - December 2013
Morgan Stanley June 2010 - March 2012
Oppenheimer & Co Inc. June 2009 - August 2009
Boston College January 2009 - May 2009
ZAIS Group, LLC May 2007 - August 2007
Skills
Debt Restructuring, Corporate Finance, Valuation, Networking, Series 63, Series 79
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2010
BS, Finance, Accounting
NYU, Polytechnic Institution
Granite Solutions Groupe, Inc. March 2015 - September 2015
JPMorgan Chase December 2010 - September 2014
Habilas, Inc. April 2004 - December 2010
ePierce Solutions February 2002 - March 2004
Skills
Program Management..., Software Project..., Vendor Management, Program Finance from..., Multi-cultural team..., Collaborative Problem..., Tenacious Work Ethic, Creative Solutions, Instructor-led Training, Program Facilitation, Information Technology, Disaster Recovery, Integration, Program Management, Finance, Business Analysis, Business Intelligence, Invoicing, Project Management, Software Documentation, Requirements Analysis, Management, Enterprise Architecture, Project Planning, Leadership, Databases, Consulting, Visio, Business Process..., Networking, Team Building, Requirements Gathering, PMO, Strategic Planning, Project Portfolio..., IT Strategy, Business Process, IT Management, Analysis, CRM, PMP, Process Improvement, IT Project & Program..., SDLC, Boating
Education
University of Michigan
Bachelor's Degree
Boston University
Associate's Degree
The Governor's Academy
The Chubb Institute
University of California, San Diego 2015 — 2015
Certificate - Online
Croscill Home ExCell Glenoit LLC March 2012 - Present
Icahn Enterprises L.P. January 2006 - May 2011
Columbia House 2002 - September 2005
Parson Consulting 2001 - November 2002
Raging Knowledge 2000 - 2001
Dun & Bradstreet 1998 - 2000
Marvel Entertainment 1995 - 1998
General Motors 1993 - 1995
JPMorgan Chase 1986 - 1991
Skills
Financial Analysis, Mergers, Portfolio Management, Strategy, Mergers & Acquisitions, Investor Relations, Corporate Finance, Investments, Treasury Management, Capital Markets, Internal Controls, Finance, Cash Flow, E-commerce, SEC filings, Start-ups, Strategic Planning, Private Equity, Process Improvement, Sarbanes-Oxley Act, Treasury, Forecasting, Banking, IPO, Financial Risk, Management, Executive Management, Budgets, Due Diligence, Venture Capital, Restructuring, Financial Modeling, Accounting, Internal Audit, Analysis, Leadership, Strategic Financial..., Business Development, Working Capital..., Valuation, Managerial Finance, Cash Flow Forecasting, Acquisition Integration
Education
Columbia University - Columbia Business School 1990 — 1993
MBA, dual concentration in Corporate Finance and Accounting
Boston University 1982 — 1986
BA, Economics and minor in Business Administration
Surprise Ride October 2012 - Present
Harvard Business School September 2009 - June 2011
Grameen America, Inc. May 2010 - August 2010
JP Morgan Chase June 2008 - June 2009
JPMorgan Chase June 2005 - June 2008
Citigroup March 2004 - May 2004
Skills
Financial Modeling, Business Development, Leadership, Social Entrepreneurship, Deal Execution, Public Speaking, Product Development, Entrepreneurship, Mergers, Corporate Finance, Private Equity, Valuation, Mergers & Acquisitions, Finance, Venture Capital, Corporate Development, Emerging Markets, Investment Banking, Strategy, LBO
Education
Harvard Business School 2009 — 2011
MBA
Boston University 2001 — 2005
BA, International Relations
Boston University Questrom School of Business 2001 — 2005
BSBA, Finance
JPMorgan Chase January 2014 - Present
U.S. Coast Guard July 2011 - Present
Skills
Business Intelligence, Cognos, Dashboard, Business Intelligence..., SAP, Project Management, Management, Software Documentation, Analysis, Data Warehousing, Data Modeling, ETL, Business Analysis, Data Integration, Budgets, Strategy, SQL, Requirements Analysis, Analytics, Business Analytics, OLAP, Databases
Education
Boston University 1988 — 1991
BA, International Relations with French Minor
Masconomet 1984 — 1987
H.S. Diploma
JPMorgan Chase 2006 - 2007
Ladenburg Thalmann September 2001 - July 2006
Skills
Series 7, Securities, Equities, Investments, Series 63, Mutual Funds, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Investment Banking, Bloomberg
Education
Boston University
Bachelor of Arts (B.A.), International Relations and Affairs
ECO: A Covenant Order of Evangelical Presbyterians January 2014 - Present
ECO: A Covenant Order of Evangelical Presbyterians May 2012 - January 2014
Palm City Presbyterian Church November 2005 - December 2013
Collins Stewart Inc. July 1999 - April 2005
B.T. Alex Brown June 1998 - June 1999
Robert Fleming 1996 - 1997
JPMorgan Chase 1994 - 1995
Skills
Securities, Nonprofits, Strategic Planning, Public Speaking, Leadership Development, Fundraising, Team Building, Leadership, Volunteer Management, Community Outreach, Event Planning, Preaching, Program Development, Pastoral Care, Equities, Theology, Non-profits, Series 7, Public Relations, Executive Coaching, Coaching
Education
Boston University 1988 — 1992
BSBA, Finance
Reformed Theological Seminary
Gordon Conwell Theological Seminary
Chartwell Holdings June 2014 - Present
Allstate February 2014 - May 2014
St. Jude Medical August 2008 - March 2010
Student Transportation of America May 2008 - July 2008
InContext Enterprises December 2007 - April 2008
JPMorgan Chase March 2007 - July 2007
Creative Realities, Inc. September 2006 - December 2006
A Woman's Concern May 2005 - April 2006
Skills
Accounting, Microsoft Excel, Business Analysis, Financial Analysis, Process Improvement, Payroll, Accounts Payable, Finance
Education
Suffolk University - Sawyer School of Management 2004 — 2005
Core Accounting courses, 4.0 Average
Boston University 1996 — 2000
B.S. and B.A., Mathematics and Math Education, 3.7
JPMorgan Chase August 2011 - Present
PepperDash Technology Corporation May 2002 - August 2011
Skills
Integration, Engineering, Software Development, Video Conferencing, Project Management, System Design, Digital Video, Programming, Telecommunications, Digital Signage, Streaming Media, Systems Design, Unified Communications, Video, Sound, AV
Education
Boston University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Van Ness Feldman LLP September 2014 - Present
Federal Energy Regulatory Commission September 2012 - July 2014
GKRSE Law May 2008 - September 2012
EnerNOC January 2007 - April 2008
JPMorgan Chase September 2002 - September 2003
Education
Boston College Law School 2004 — 2007
JD, Concetrating in Energy Law
Courtauld Institute of Art, U. of London 2003 — 2004
MA, Art Museum Management (aka "History and Theory of the Art Museum")
Dartmouth College 1998 — 2002
BA, Biology
Roxbury Latin 1992 — 1998
JPMorgan Chase August 2012 - Present
Harris Interactive Inc. 1995 - 2012
Educational Testing Service (ETS) January 1994 - August 1995
Skills
Multivariate Statistics, SAS programming, SPSS programming, Visual Basic, Microsoft Excel, Microsoft Word, PowerPoint, SPSS, Quantitative Research, Advertising Research, Marketing Research, Statistics, Data Analysis, Market Research, SAS, Analytics, ArcGIS, Statistical Modeling, Geolytics geocoding, Race estimation, Predictive Analytics, Predictive Modeling, Segmentation
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1993
Master of Science (MS), Statistics
Boston University 1981 — 1985
Bachelor's degree, Psychology/Statistics
ThinkingPhones August 2015 - Present
Thinking Phone Networks August 2014 - Present
Society of Asian Scientists and Engineers (SASE) May 2014 - August 2014
Thinking Phone Networks October 2013 - August 2014
Thinking Phone Networks October 2012 - October 2013
JPMorgan Chase August 2011 - April 2012
JPMorgan Chase June 2011 - August 2011
Skills
Spanish, mandarin, Chinese, Shanghainese, Microsoft Office, microsoft project, Organization, MySQL, Pentaho, Microsoft Excel, PowerPoint, OS X, Call Centers, Entrepreneurship, Mandarin, Customer Service, VoIP, Team Leadership, Customer Escalation..., Telecommunications, Sales, Salesforce.com, Data Center, Unified Communications, Troubleshooting
Education
Purdue University - Krannert School of Management 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General, 3.02
Boston College - Carroll School of Management 2007 — 2008
People's United Bank July 2015 - Present
NYMEX Capital June 2014 - December 2014
JDB Capital September 2013 - December 2013
JPMorgan Chase December 2009 - July 2012
China Palace Restaurant, Inc. June 2005 - November 2009
Skills
Mergers & Acquisitions, Leveraged Buyouts, Capital Markets, Financial Accounting, Valuation, Financial Analysis, Private Equity, Corporate Finance, Financial Modeling, Credit, Strategic Planning, Financial Risk, Bloomberg, Capital IQ, Strategic Consulting, Financial Markets, Business Development, Strategy, Credit Cards, Entrepreneurship, Bloomberg Terminal, Risk Management
Education
Thunderbird School of Global Management 2012 — 2014
MBA, Global Management; Global Finance and Global Marketing
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2005
Management, Finance, Marketing
KGS-Alpha Capital Markets, L.P. July 2014 - Present
JPMorgan Chase July 2014 - July 2014
Virtusa June 2012 - July 2014
ABN AMRO Clearing Bank N.V. May 2014 - June 2014
Jefferies LLC October 2013 - January 2014
Scotiabank August 2013 - October 2013
Citigroup July 2012 - August 2013
GrayLoeffler, LLC May 2011 - July 2011
PPL Corporation May 2008 - May 2008
Skills
Business Analysis, Financial Services, Microsoft Excel, PowerPoint, Visio, Microsoft Office, Access, Risk Management, Fixed Income, Capital Markets, Banking, Project Management, Data Analysis, Analysis, Management
Education
Connecticut College 2009 — 2012
BA, Government; Economics
Villanova University 2013 — 2013
Master Certificate in Business Analysis
University of Cape Town
Government, Economics
Boston University 2008 — 2009
The Williams School 2005 — 2008
Bloomberg LP November 2014 - Present
Bloomberg LP January 2014 - November 2014
Boston University London Programmes May 2012 - August 2013
Catering on the Charles October 2009 - May 2012
i-Concepts October 2009 - May 2012
JPMorgan Chase September 2011 - December 2011
iMedia Connection June 2010 - June 2010
eFootage, June 2006 - July 2008
Skills
Analysis, Social Media, Research, Public Speaking, Microsoft Office, Entrepreneurship, PowerPoint, Microsoft Technologies, Middle Office, Microsoft Excel, Mac, Dreamweaver, Final Cut Pro, Facebook, Social Networking, Public Relations, Financial Analysis, Microsoft Word, Quantitative Analytics, Qualitative Research, Data Analysis, Business Strategy, Sales, Economics, Financial Reporting, International Relations, Marketing Strategy, Marketing Communications, International..., Project Management, Building Relationships, Networking, Budgets, Start-ups, Critical Thinking, Time Management, Teamwork, Presentations, Client Relations Skills, Marketwire, Flexibility
Education
Kings College London 2012 — 2013
Master of Science (M.Sc.), International Management
Boston University 2009 — 2012
Bachelor's degree, International Relations, 3.5 cumulative GPA
Adaptive Insights September 2014 - Present
Adaptive Planning August 2013 - August 2014
DTZ January 2013 - July 2013
Union Bank May 2012 - August 2012
JPMorgan Chase February 2012 - May 2012
San Francisco Office of Economic and Workforce Development July 2011 - August 2011
Education
Boston University 2009 — 2012
Bachelor of Arts (B.A.), Economics and International Relations, 3.54
Boston University
jLAN Technologies May 2001 - Present
Roxy Satellite and Wireless 1999 - 2000
Everything Wireless, Inc. 1993 - 1999
JPMorgan Chase 1989 - 1992
Skills
Route Accounting, Microsoft Technologies, Mobile Applications, ERP, Windows Mobile, Cloud Computing, Integration, Solution Selling, Microsoft Dynamics, Business Intelligence, Microsoft SQL Server, Great Plains Software, CRM, Mobile Devices, Microsoft CRM, Professional Services, Management, Axapta, Networking, Software Project..., Enterprise Software, Leadership, Pre-sales, Strategic Partnerships, Start-ups, Software Development, Consulting, Lead Generation
Education
Boston University 1989 — 1989
Alpha Artists Management, LLC March 2010 - Present
JPMorgan Chase March 2008 - December 2008
Bear Stearns Asset Management January 2005 - March 2008
A London Artists' Management Group April 2002 - February 2005
Goldman Sachs September 1992 - June 2001
Encompass New Music Theater April 1997 - June 1999
San Francisco Opera Association 1984 - 1986
Skills
Singing, Musical Theatre, Concerts, Recording, Stage, Fundraising, Music, Classical, Event Management, Opera, Performing Arts
Education
Boston University 1975 — 1977
MMus., Vocal Performance
University of Maine 1970 — 1973
BS, Music Education
New York University
Certificate, Arts Administration
U.S. Committee for Refugees and Immigrants March 2012 - March 2013
UNHCR July 2011 - December 2011
UNHCR September 2010 - June 2011
UNHCR August 2009 - June 2010
JPMorgan Chase July 2008 - August 2009
Skills
International..., Refugees, International..., Non-profits, Policy, Immigration Issues, Resettlement, International Relations, Human Rights, Refugee Law, Program Evaluation, Program Monitoring, Policy Analysis, Humanitarian Assistance, Child Protection, Refugee Women-at-Risk, NGOs, Public Policy, Advocacy, Emergency Situations, Finance, Nonprofits, Capacity Building, Immigration Law
Education
Boston University 2004 — 2008
B.A., Economics, International Relations
Bank of the West BNP Paribas January 2008 - Present
Bank of the West BNP Paribas March 2004 - January 2008
JPMorgan Chase September 2002 - March 2004
Cardinal Health September 2001 - September 2002
WordWave October 2000 - September 2001
Bank of America September 1995 - October 2000
Skills
Commercial Banking, Banking, Treasury Management, Cash Management, Financial Services, Financial Analysis, Strategic Planning, Investments, Risk Management, Business Development, Management, Credit, Leadership, Finance, Capital Markets, Budgets, Payments, Sales, Sales Management, Correspondent Banking, Product Development, Regulatory Compliance, Operations Management, Electronic Banking..., Loans, Financial Modeling, Cross Selling, Financial Risk, Business Strategy, Strategy, Relationship Management, Asset Management, Treasury Services, Forecasting, Accounting, Analysis, Corporate Finance, Deposits, Financial Institutions
Education
University of Washington 2006 — 2008
MBA - Pacific Coast Banking School
Accountancy & Business College 1990 — 1994
AAT, Accountancy & Finance
Certified Treasury Professional (CTP) 1999 — 1999
Boston University 1998 — 1998
Certificate, Internal Consulting Skills
Toastmasters
Competent Communicator
United Health Group July 2009 - Present
Saks Fifth Avenue September 2007 - February 2009
JPMorgan Chase June 2006 - August 2007
Jones Apparel Group March 2004 - May 2006
Skills
base SAS, SQL, VBA, SAS, Business Intelligence, Strategic Financial..., Analytics, Access, Financial Analysis, Data Warehousing, Analysis, Business Analysis, CRM, Data Analysis, Databases, Management, Segmentation
Education
D'Amore-McKim School of Business at Northeastern University 1996 — 1999
MS, Finance
Boston University 1984 — 1988
BS, Engineering
BB&T February 2012 - Present
Clayton Holdings June 2010 - January 2012
GTE Federal Credit Union April 2006 - September 2009
JPMorgan Chase September 2004 - April 2006
ABN – AMRO February 2002 - September 2004
APCOA/Standard Parking January 1999 - January 2002
Scorpion Cargo, Inc January 1998 - January 1999
Skills
Mortgage Lending, Real Estate Lending, Mortgage Banking, Mortgage Underwriting, Microsoft Office, Self-Employed Borrowers, Real Estate License, Real Estate, Affordable Housing, FHA financing, Harp, computer, Customer Service, Computer Hardware, Solid computer skills, Windows 7, Computers, Credit, Credit Analysis, Risk Management
Education
Hillsborough Community College 2011 — 2013
A.S., Business Admin & Management
National Notary Association 2007 — 2007
Notary Public
Gold Coast School of Real Estate 2004 — 2004
Real Estate: Sales Associate
Boston University 2002 — 2003
Desktop Support Specialist, PC Hardware and Software
Miami Dade College 2000 — 2002
English as a Second Language for Academic Purposes
JPMorgan Chase September 2013 - Present
JP Morgan March 2011 - September 2013
Bear Stearns / JP Morgan August 2007 - March 2011
Education
Boston University 2003 — 2007
Bachelor of Arts, Economics
The StoneHill Group, Inc. February 2015 - Present
Impac Mortgage March 2014 - September 2014
HomeBridge Funding April 2013 - January 2014
Optimal Blue December 2011 - April 2013
NYLX - The New York Loan Exchange March 2008 - December 2011
JPMorgan Chase August 2006 - January 2008
American Home Bank January 2006 - August 2006
Irwin Mortgage April 2004 - January 2006
Principal Financial Group February 1994 - April 2004
Homebuyers Equity Corporation January 1990 - February 1994
Skills
Underwriting, Mortgage Lending, Banking, Mortgage, Secondary Markets, Secondary Market, Correspondent Banking, Originations, Loans, Mortgage Banking, Finance, Financial Services, Business Development, Risk Management, Capital Markets, Relationship Management, Portfolio Management, Financial Risk, Refinance, Loan Servicing, Credit Risk, Financial Analysis, Investments, FHA, Strategy, Residential Mortgages, Credit Analysis, Credit, Loan Origination, Loss Mitigation, Competitive Analysis, Mortgage Underwriting, Management, Sales, Training, Executive Management, New Business Development, Commercial Lending, Analytics, Funding, Financial Institutions, Financial Structuring, Contract Negotiation, Leadership, B2B, Selling, Program Management, Pricing, Strategic Partnerships, USDA
Education
Boston University
Brixmor March 2013 - May 2014
Merrill Lynch 2011 - 2011
JPMorgan Chase July 2009 - August 2009
Goldman Sachs July 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Analysis, Microsoft Office, Accounting, Outlook, Access, Customer Service, Data Analysis, Data Entry, Research, Public Speaking, Windows, Social Media, Spanish, Recruiting, Coaching, Event Planning, Photoshop, HTML, Financial Modeling
Education
Boston University 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Brooklyn Technical High School 2004 — 2008
Technology Liberal Arts
Merrill Lynch February 2015 - Present
JPMorgan Chase July 2013 - February 2015
Merrill Lynch 2010 - 2010
Skills
Microsoft Excel, Public Relations, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Research, Customer Service, Social Networking, Social Media, Event Planning, Series 7, Series 66, Data Analysis, Uniform Combined State..., Social Media Marketing
Education
Boston University 2007 — 2011
Boston University Questrom School of Business 2007 — 2011
BSBA, Finance
JPMorgan Chase 2013 - Present
JPMorgan Chase 2005 - 2011
Citigroup 2004 - 2005
Skills
Management, Forecasting, SAP, Finance, Financial Modeling, Financial Analysis, Budgets, Business Objects, Access, Microsoft Excel, Financial Reporting, Market Research, Essbase, Financial Forecasting, Project Management, Managerial Finance, Risk Management
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2013
MBA, GPA 3.98, Focus in Finance & Project Management
Boston University 2000 — 2004
Bachelors, Economics and a minor in East Asian Studies
RentHop September 2013 - Present
Startup Institute June 2013 - August 2013
Tsonimah, Inc. 2012 - 2012
JPMorgan Chase 2010 - 2012
Ameriprise Financial Services, Inc. 2008 - 2010
Skills
PowerPoint, Project Management, Microsoft Word, Financial Analysis, Financial Modeling, Microsoft Excel, Customer Service, Microsoft Office, Access, Outlook, Retail Banking, Banking, Budgets, Data Analysis, Analysis, Sales, Business Development, CRM, Market Research, Leadership
Education
Boston University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
JPMorgan Chase December 2013 - Present
EarthColor April 2009 - December 2013
Local Dialogue March 2008 - January 2009
Cracow-Life.com September 2006 - March 2007
Program on International Policy Attitudes (PIPA) June 2004 - August 2004
Skills
Corporate Sustainability, Corporate Social..., Environmental Data..., Project Management, Marketing, Marketing Communications, Internal Communications, Writing, Stakeholder Engagement, Program Evaluation, Print Management, Strategy, Compliance Auditing, Salesforce.com, Quality Auditing, Direct Marketing, Analysis, Management
Education
Jagiellonian University 2006 — 2007
Master of Arts (M.A.), European and International Relations
Boston University 2001 — 2005
Bachelor of Arts (B.A.), International Relations and Affairs
North Shore-LIJ Health System November 2006 - Present
JPMorgan Chase October 2003 - May 2004
Skills
English, Teaching, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Windows, HTML, Photoshop, Public Speaking, Editing, Grant Writing, Research, Data Analysis, Study Design, Training, Healthcare, Hospitals, Management, Organizational..., Analysis, Qualitative Research, Psychology, SPSS, Public Health, Leadership Development, Clinical Study Design
Education
Hofstra University 2002 — 2004
MA, Industrial and Organizational Psychology
Boston University
JPMorgan Chase & Co. October 2014 - Present
Morgan Stanley March 2014 - July 2014
JPMorgan Chase May 2012 - February 2014
JPMorgan Chase May 2011 - May 2012
JPMorgan Chase April 2009 - December 2010
Ashland Distribution May 2008 - December 2008
Skills
Process Improvement, Problem Solving, Program Management, Mortgage Lending, Access, Negotiation, Leadership, Sales, Loans, Financial Analysis, Management, Portfolio Management, Financial Services, FHA, Mortgage Banking, Banking, Credit, Risk Management, Customer Satisfaction, Finance, Consumer Lending, Loan Origination
Education
Boston University 2014 — 2016
Master of Science (M.S.), Business Continuity, Security, and Risk Management
Devry 2009 — 2013
Bachelor of Science (BS), Business Administration
Bain Capital October 2012 - August 2015
JPMorgan Chase November 2009 - October 2012
Skills
Bloomberg, Finance
Education
University of Massachusetts Lowell 2015 — 2017
Master’s Degree, Secondary Education and Teaching
Boston University 2004 — 2008
Bachelor of Arts (BA), Economics
JPMorgan Chase 2009 - Present
Education
Boston University
Hospital of the University of Pennsylvania 2011 - 2012
JPMorgan Chase 2010 - 2010
Moody's Investors Service 2008 - 2009
KPMG UK 2007 - 2007
Smith Barney 2006 - 2006
Skills
Financial Analysis, Corporate Finance, Public Health, Private Equity, Securities, Medicine, Equity Research, Data Analysis, Financial Modeling, Financial Services, Financial Advisory, Clinical Research, Statistics
Education
University of Pennsylvania 2012 — 2016
Doctor of Medicine (M.D.)
Bryn Mawr College 2010 — 2011
Postbaccalaureate
Boston University 2004 — 2008
Bachelors of Science in Business Administration, magna cum laude
Bronx High School of Science 2000 — 2004
JPMorgan Chase Summer AnalystJ.P. MorganMay 2012 - August 2012
Essential Finance July 2011 - August 2011
ING Bank, Singapore June 2010 - August 2010
Singapore Armed Forces September 2007 - September 2009
Skills
Access, Finance, Asset Managment, Process Improvement, Mandarin, PowerPoint, Microsoft Excel, Facebook, Financial Analysis, Microsoft Office, Bloomberg Terminal, Microsoft Word, Economics
Education
Boston University 2009 — 2013
BS, Business Administration, 3.90 Summa Cum Laude
Boston University 2009 — 2013
BA, Economics, 3.90 Summa Cum Laude
UWCSEA 2004 — 2007
International Baccalaureate
Ohio Court of Claims May 2015 - Present
JPMorgan Chase & Co. February 2015 - May 2015
JPMorgan Chase October 2013 - February 2015
Chorpenning, Good & Pandora October 2012 - October 2013
Ohio Attorney General's Office May 2011 - March 2012
The Supreme Court of Ohio August 2010 - November 2010
Jones Day May 2010 - July 2010
Supreme Court of Ohio July 2007 - August 2009
California Pizza Kitchen April 2002 - June 2008
Skills
Mediation, Spanish, Hindi, Bengali, Courts, Litigation, Civil Litigation, Administrative Law, Alternative Dispute..., Legal Assistance, Trials, Document Review, Leadership, Legal Advice, Trial Practice, Legal Writing, Westlaw, Legal Documents, Lexis, Legal Research
Education
Capital University Law School 2009 — 2012
Juris Doctor, Civil Litigation Concentration
The Ohio State University 2004 — 2007
BA, Political Science; Behavioral Sciences
Boston University 2003 — 2004
Modern School 1989 — 1999
Real Estate Investment Trust April 2014 - Present
Face Forward 2011 - Present
Grace Full Properties LLC 2005 - Present
Samroc Asset Management LLC for Silver Point Capital LP 2008 - 2011
JPMorgan Chase 2002 - 2006
JPMorgan Chase 2000 - 2002
Chase Securities Inc 1997 - 2000
Center for Professional Development, Howard University 1996 - 1997
Burt Maner & Miller 1994 - 1996
Skills
Social Media, Publishing, Newsletters, Investment Banking, Distressed Debt, Motivational Speaking, MBA, Bestselling author, Certified Life Coach, Senior Services, Grant Writing, Business Development, Life Coaching, Business Strategy, Financial Analysis, Recruiting, Published Author, Loans, Nonprofits, Restructuring, Valuation, Analysis, Public Speaking, Small Business, Leadership Development, Marketing, Strategic Partnerships, Investments, Analytics, Program Development, Due Diligence, Strategic Communications, Entrepreneurship, Strategy, Process Improvement, Portfolio Management, Training, Strategic Planning, Finance, Management, Financial Risk, Budgets, Banking, Executive Management, Business Planning, Financial Modeling, Workshop Facilitation, Research, Negotiation, Risk Management
Education
Howard University Graduate School of Business 1995 — 1997
Master of Business Administration, Finance
Boston University 1989 — 1993
Bachelor of Fine Arts, Psychology
JPMorgan Chase January 2015 - Present
JPMorgan Chase July 2012 - Present
JP Morgan Chase June 2010 - June 2012
Checkers Drive In Restaurants November 2005 - June 2010
Superior Uniform Group August 1998 - 2004
Skills
Business Analysis, Vendor Management, Management, Leadership, Financial Services, SDLC
Education
Boston University 2014 — 2016
Master's Degree, Banking and Financial Service Management
St. Petersburg College 2010 — 2013
BA, International Business
St. Petersburg College 2000 — 2004
AA, Business Administration
Brown Brothers Harriman April 2011 - Present
State Street Bank 2008 - March 2011
JPMorgan Chase 2005 - 2008
Merrill Lynch 2004 - 2006
Skills
Accounting, Hedge Funds, Bloomberg, Mutual Funds, Portfolio Management, Fixed Income, Financial Analysis, Financial Modeling, Securities, Financial Reporting, Investments
Education
Boston University 2009 — 2012
Master’s Degree, MS in Administrative Studies - Financial Economics
Saint Anselm College 2001 — 2005
PVMHS 1997 — 2001
Wells Fargo Bank June 2014 - Present
Wells Fargo Bank December 2010 - May 2014
Stearns Bank (formerly Copper Star Bank) April 2005 - December 2010
JPMorgan Chase June 2004 - April 2005
Bank One January 2000 - June 2004
Bank One September 1997 - January 2000
Skills
Treasury Management, Financial Analysis, Credit, Underwriting, Cash Management, Public Finance, Municipalities, Municipal Finance..., Communications, Client Presentations, RFP Preparation, Tax Exempt Financing, Commercial Banking, Relationship Management, C&I Lending, Commercial Lending, Small Business Lending, Credit Analysis, Portfolio Management, Credit Risk, Mortgage Lending, Lines Of Credit, Loan Origination, SBA, Commercial Mortgages, Treasury Services, Middle Market, Capital Markets, Corporate Finance, Bonds, Cash Flow, Banking Relationships, Loans, Consumer Lending, Financial Modeling, Mortgage Banking, Municipal Bonds, WordPress, Banking, Asset Based Lending, Investments, Financial Structuring, Fixed Income, Cash Flow Lending, Finance, Financial Risk, RFP, Cross Selling, Real Estate Economics, Retail Banking
Education
Boston University 2012 — 2014
Master's of Science, Banking and Financial Services Management, Graduated Cum Laude - 3.64 GPA
University of Phoenix 2002 — 2005
BS, Accounting
JP Morgan Chase Commercial Banking Education and Development 2002 — 2004
Commercial Credit Training, Commercial Lending
CoStar Portfolio Strategy March 2007 - Present
WinnCompanies June 2006 - March 2007
Brown Brothers Harriman 2004 - 2006
JPMorgan Chase December 1997 - June 2004
Skills
Real Estate Finance, Real Estate Investment, Valuation, Cash Flow, Financial Modeling, Financial Reporting, Real Estate, Investors, Forecasting, Economics, Investment Properties, Spreadsheets, Rentals, Financial Analysis, Pricing, Reconciliations, Real Estate Economics, Asset Management, Due Diligence, Investments, Commercial Real Estate, Finance, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
Master of Business Administration (M.B.A.), Real Estate
Syracuse University - Martin J. Whitman School of Management 1992 — 1996
BS, Finance and Economics
Deloitte Consulting LLP August 2014 - Present
JPMorgan Chase January 2013 - July 2014
SunTrust Bank 2007 - December 2012
Sprint February 2002 - December 2006
Skills
Information Technology, Web Development, Software Quality..., Application Lifecycle..., Business Analysis, Relational Databases, SQL, Wordpress, ASP.NET, VBScript, QTP, Quality Center, Test Automation, Process Improvement, WordPress, Networking, Integration, Agile Methodologies, Customer Service, Quality Assurance, User Acceptance Testing, Management, Microsoft Office
Education
Boston University 2013 — 2014
Master of Science (MS), Computer Information System (Web Application Development)
University of St. Thomas 1999 — 2001
Bachelor of Arts (B.A.), Quantitative Methods and Computer Science
North Hennepin Community College 1996 — 1999
Associate of Science (A.S.), Computer Science
North Hennepin Community College 1996 — 1999
Associate of Arts (AA), Arts
LiveAuctioneers June 2014 - Present
GeriJoy Inc. June 2013 - August 2013
JPMorgan Chase October 2012 - December 2012
Beamonte Investments May 2012 - August 2012
Wheaton College (MA) November 2011 - February 2012
Skills
Financial Modeling, Python, C++, Business Development, iOS development, Objective-C, Swift
Education
Wheaton College (MA) 2010 — 2014
Bachelor's degree, Economics / Computer Science
Boston University 2012 — 2012
AlignOrg Solutions - Differentiation by Design August 2015 - Present
Geller Consulting Group, LLC August 2014 - Present
Tyco International 2012 - November 2013
Tyco International 2011 - 2012
Tyco International 2008 - 2011
Honeywell International 2006 - 2008
JPMorgan Chase 2003 - 2006
JPMorgan Chase 1994 - 2003
Amerada Hess 1991 - 1994
Skills
Talent Management, Organizational Design, Succession Planning, Change Management, Employee Engagement, Performance Management, Executive Development, Organizational..., Personnel Management, Onboarding, Deferred Compensation, Talent Acquisition, Strategy, Culture Change, Workforce Planning, Human Resources, Leadership Development, Organizational..., Leadership, Management Development, Career Development, Executive Coaching, Team Building, Executive Search, Coaching, Management, Hiring, Human Capital, Employee Relations
Education
Boston University
BA Bachelor of Arts, Psychology
New School University
MA Master of Arts, Human Resource Management Organizational Development
EY January 2014 - Present
Dorlus Ventures May 2000 - Present
RBS Citizens August 2012 - January 2014
Boardwalk Properties November 2010 - August 2011
Brown Brothers Harriman & Co January 2008 - August 2010
JPMorgan Chase August 2006 - November 2007
FedEx Office August 2000 - August 2006
Skills
Corporate Tax, Partnership Taxation, Small Business Tax, Personal Income Tax..., Multi-state tax returns, Property Management, Real Estate Sales..., Casualty Insurance, Retail Banking, Loan Origination, Residential Mortgages, Home Equity Lines of..., Financial Analysis, MS Excel Pivot Tables, Sales Presentations, Public Speaking, Manage Client..., Cross-training, Customer Service, Process Improvement, Conflict Resolution, Bilingual
Education
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science in Management, Accounting
Beginnings School May 2015 - Present
Private Tutor April 2015 - May 2015
Harvard Pilgrim Health Care September 2014 - January 2015
JPMorgan Chase April 2014 - August 2014
Vermont Information Processing July 2013 - September 2013
Skills
Data Analysis, Statistics, Microsoft Excel, Multivariable Calculus, Probability Theory, SPSS, Mathematica, Customer Service, SAS Programming, PowerPoint, Public Speaking, Social Media, Early Childhood...
Education
Boston University 2014 — 2016
Master of Arts (MA), Biostatistics, GPA: 3.77
University of Vermont 2009 — 2013
Bachelor's Degree, Psychology, GPA: 3.5
Nichols School 2005 — 2009
High School
JPMorgan Chase March 2013 - Present
JPMorgan Chase November 2011 - March 2013
Karreno Media Group January 2010 - November 2011
Wells Fargo Bank October 2010 - March 2011
Wells Fargo Bank May 2008 - October 2010
People's Revolution 2007 - 2008
Wells Fargo Bank October 2004 - October 2006
Skills
Business Relationship..., New Account Specialist, Small Business Lending, Time Management, Team Management, Talent Management, Banking, Loans, Coaching, Retail Banking, Commercial Banking, Recruiting, Finance, Leadership, Business Development, Training, Management, Risk Management, Sales, Commercial Lending, Credit, Budgets, Relationship Management, Mortgage Lending, Analysis, Financial Services, Customer Service, Interviews, Marketing, CRM, Credit Cards, New Business Development, Strategic Planning, Cross Selling, Customer Retention, Customer Satisfaction, Cash Management, Human Resources
Education
Boston University 2015 — 2017
Master's Degree
University of California, Santa Barbara 2004 — 2007
B.A.
UCLA Extension
Chinese-American Planning Council April 2015 - Present
The WON Principles 2009 - Present
Leadership Education for Asian Pacifics, Inc. 2007 - Present
Anti-Defamation League 2007 - Present
The FutureWork Institute 2005 - Present
Museum of Chinese in America April 2014 - November 2014
Asian American Arts Alliance February 2010 - August 2010
JPMorgan Chase 1981 - 2005
Skills
Executive Coaching, Coaching, Employee Relations, Mergers, Career Development, Leadership Development, Diversity & Inclusion, Non-profits, Talent Management, Change Management, Workshop Facilitation, Strategic Planning, Employee Engagement, Training, Talent Acquisition, Mergers & Acquisitions, Career Counseling, Leadership, Staff Development, Personnel Management, Program Management, Human Resources, Consulting, Organizational..., Nonprofits
Education
Boston University
B.A., Psychology
The Coaches Training Institute
Co-Active Coaching Curriculum
Fidelity Investments April 2015 - Present
Paycom September 2014 - January 2015
JPMorgan Chase June 2013 - September 2013
Best Buy June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Facebook, Customer Service, Public Speaking, Mac OS X, Sales, Management, Retail, Inventory Management, Social Media Marketing, Data Analysis, Surveying, Teamwork, Social Networking, OS X, Financial Analysis, Marketing, Twitter, Operations Management, Information Systems, Mobile Devices, Financial Accounting, Employment Law
Education
Boston University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services, Senior
Farmington High School 2006 — 2010
Brown Brothers Harriman July 2008 - Present
JPMorgan Chase June 2004 - July 2008
Middlesex County Registry of Deeds June 1999 - August 2002
Skills
Accounting, Mutual Funds, Bloomberg, Lotus Notes, Microsoft Excel, Microsoft Word, Westlaw, PACER, Legal Research, Clio, Legal Writing, Client Services
Education
Boston University 2015 — 2015
Paralegal Certificate, Paralegal, A
University of Massachusetts Dartmouth 1999 — 2004
Bachelor of Arts (B.A.), English (Writing and Communications)
CCMP Capital Advisors, LLC August 2006 - Present
JPMorgan Chase 1998 - 2006
Merck-Medco Managed Care, LLC February 1998 - May 1998
Theatre Communications Group February 1997 - February 1998
Empire Blue Cross and Blue Shield November 1989 - January 1997
Skills
Vendor Management, Testing, Budgeting, Strategic Planning, Business Analysis, Software Project..., Program Management, Project Management, Business Intelligence, IT Strategy, Disaster Recovery, Management, Security, Networking, Leadership, SDLC, Integration, Infrastructure, Data Center, Cloud Computing
Education
Boston University 1984 — 1988
BA, Computer Science
Boston University
Bachelor's degree in Computer Science, Computer Science
Bristol-Myers Squibb January 2015 - Present
Bristol-Myers Squibb August 2011 - Present
JPMorgan Chase March 2011 - June 2011
SWOT Management Group June 2010 - August 2010
Boston University September 2009 - May 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Management, Project Management, Microsoft Word, Marketing, Visual Basic, Photoshop, HTML, Access, MS Project, Social Media Marketing, Illustrator, InDesign, Sales, Microsoft Project, SQL, Tableau, MS Excel Pivot Tables
Education
Boston University 2006 — 2010
Bachelor of Business Administration (BBA), Marketing
Hillsborough High School
Hillsborough High School
JPMorgan Chase July 2013 - Present
Mathew Law PLLC October 2010 - August 2013
NYC Law Firm November 2002 - August 2010
Skills
Arbitration, Commercial Litigation, Corporate Law, Mediation, Employment Law, Real Estate, Negotiation, Commercial Real Estate, Securities Litigation, Securities Regulation, Litigation, Civil Litigation, Appeals, Legal Research, Dispute Resolution, Legal Writing, Malayalam, Broker-Dealer, Securities, Real Estate Transactions, Fraud, Litigation Management, Legal Issues, Trials, Legal Assistance, Alternative Dispute..., Mortgage Banking
Education
New York Law School 1999 — 2002
JD, Law
Boston University 1995 — 1999
B.A., Psychology
Albany High School 1991 — 1995
Voyager Management April 2014 - August 2015
J.P. Morgan November 2012 - September 2013
J.P. Morgan April 2011 - November 2012
JPMorgan Chase April 2007 - April 2011
Skills
Series 7, Series 63, Intermediate Korean and..., CAIA, Asset Management, Portfolio Management, Investments, Equities, Hedge Funds, Alternative Investments, Management, Capital Markets
Education
Boston University 2002 — 2006
International Relations - Concentration - Business & Economics
BNY Mellon March 2014 - Present
State Street Bank January 2014 - February 2014
JPMorgan Chase July 2013 - December 2013
Modern Real Estate June 2011 - July 2013
Boston University Office of Environmental Health and Safety March 2010 - May 2013
Skills
Fund Accounting, IAX, InvestOne, Microsoft Excel, PowerPoint, Microsoft Office, Sales, Economics, Data Analysis, Social Networking, Teamwork, Research, Advertising, Microsoft Word, Public Speaking, Real Estate, Social Media, Enterprise Software, Management, Customer Service, Finance
Education
Boston University 2009 — 2013
Bachelor's degree, Economics, Business (minor)
Westford Academy 2005 — 2009
Ballentine Partners, LLC March 2014 - Present
JPMorgan Chase April 2013 - March 2014
State Street Alternative Investment Solutions December 2012 - April 2013
Saibus Research 2013 - 2013
Citi June 2011 - July 2011
Skills
Fund Accounting, Hedge Funds
Education
University of Massachusetts, Amherst
Finance
Boston Latin School
Kegler Brown Hill + Ritter October 2013 - Present
Arnall Golden Gregory LLP August 2011 - September 2013
Hunton & Williams September 2008 - August 2011
GE Energy June 2003 - June 2005
JPMorgan Chase August 2002 - June 2003
JPMorgan Chase June 2001 - August 2001
Skills
Financial Services, Real Estate Economics, Corporations, Public Finance, Due Diligence, Corporate Law, Legal Writing, Legal Research, Corporate Finance, Real Estate, Financial Analysis, Business Strategy, Commercial Real Estate, Finance, Leadership, Real Estate Development, Loans, Disposition
Education
University of Michigan Law School 2005 — 2008
J.D., Law; Graduate Certificate in Real Estate Development
Morehouse College 1998 — 2002
Bachelor's Degree, Finance
Boston Latin School 1992 — 1998
Diploma, College Prep
JPMorgan Chase September 2014 - Present
IVCi March 2013 - December 2013
RCS Professional July 2004 - March 2011
Skills
InfoComm CTS, Crestron Programmer, Control4 Programmer, Clearone Programmer
Education
Boston University 1995 — 2000
Bachelor of Science (BS), Film/Cinema/Video Studies
PwC May 2014 - Present
Capgemini Consulting December 2013 - May 2014
Capgemini Consulting May 2012 - December 2013
Insight Strategy Advisors June 2011 - April 2012
The Parthenon Group January 2011 - February 2011
JPMorgan Chase June 2010 - August 2010
Skills
Financial Modeling, Data Analysis, Management Consulting, Oncology, Market Access, Product Launch, Pharmaceutical Industry, Market Research, Business Strategy
Education
Harvard University
B.A. Economics
Boston Latin School
High School Diploma
William Penn Foundation September 2010 - Present
GRN Old Bridge April 2009 - November 2009
JPMorgan Chase July 2000 - August 2008
JPMorgan Asset Management June 1998 - July 2000
JPMorgan Investment Management November 1994 - May 1998
Merrill Lynch July 1992 - October 1994
Skills
Analysis, Asset Allocation, Asset Management, Banking, Bonds, Corporate Finance, Due Diligence, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Performance Measurement, Private Equity, Securities, Trading, Valuation
Education
Boston University 2004 — 2006
MS, Banking and Financial Management
Rutgers University-New Brunswick 1988 — 1992
BA, Economics
Westfield Capital Management March 2010 - Present
JPMorgan Chase June 2009 - March 2010
Citi January 2007 - June 2008
Skills
Microsoft Excel, Bloomberg, Microsoft Office, PowerPoint, Microsoft Word, VBA, Advent, Corporate Actions, Settlement, Mutual Funds, Financial Analysis, Fund Accounting, Middle Office
Education
Boston University 2013 — 2016
Master's Computer Information Systems, Database Management and Business Intelligence
St. Lawrence University 2000 — 2005
Bachelor of Applied Science (B.A.Sc.), Mathematics
Staples April 2014 - Present
Staples August 2010 - April 2014
Staples February 2010 - August 2010
Staples June 2008 - February 2010
Staples February 2008 - June 2008
Staples September 2006 - January 2008
Staples March 2005 - September 2006
Boston Herald August 2003 - March 2005
JPMorgan Chase October 2001 - June 2003
JPMorgan Chase October 2000 - October 2001
Skills
Marketing, Market Research, Analysis, Leadership, Marketing Strategy, Cross-functional Team..., Management, Strategy, Budgets, Retail, Training, Strategic Planning, Project Management, Forecasting, Team Building, Digital Marketing, Pricing, Merchandising
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2006
MBA, Marketing
Boston University 1996 — 2000
B.A., International Relations
Axiom Capital Management October 2010 - Present
Citigroup July 2007 - May 2010
JPMorgan Chase January 2005 - July 2007
Skills
Microsoft Office, Investments, Equity Trading, Maintaining Strong..., Portfolio Management, Finance, Banking, Trading, Equities, Series 7, Management, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Capital Markets, Series 63, Financial Planning, Financial Services, Asset Management, Credit, Bloomberg, Investment Banking, Risk Management, CRM, Wealth Management, Analysis, Strategic Financial...
Education
Boston University 2006 — 2007
Financial Planning, Professional Certification in Financial Planning
State University of New York at New Paltz 2000 — 2004
Bachelor of Science, Finance, Economics
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase October 2012 - Present
Minoyan Properties January 2007 - Present
JPMorgan Chase January 2010 - October 2012
JP Morgan Chase August 2008 - August 2009
JP Morgan May 2007 - August 2007
JP Morgan June 2006 - August 2006
Skills
Options, Financial Modeling, Financial Analysis, Financial Statement..., Essbase, Banking, Valuation
Education
New York University 2012 — 2015
MS in Real Estate Finance & Investing
Boston University 2004 — 2008
BA, Economics, Minor Business Administration
Hovnanian
Hovnanian
Bank of America November 2012 - Present
Bank of America May 2010 - Present
Merrill Lynch October 2005 - August 2010
JPMorgan Chase August 1999 - September 2005
Skills
Corporate Social..., Corporate Communications, Community Development, Community Reinvestment..., Philanthropy, Employee Engagement, Sustainability, Sustainability Reporting, Business Analysis, Program Management, Strategic Planning, Marketing Communications, Research, Performance Benchmarking, Website Development, Web Content, Presentation Development, Project Management, Volunteer Management, Fundraising, Strategy
Education
Columbia University - School of International and Public Affairs 2004 — 2006
MS, Public Policy
Boston University 1996 — 1997
MS, Public Relations
University of Delaware 1992 — 1996
Communications/Political Science
JPMorgan Chase 2011 - Present
Satori Consulting 2010 - 2011
VinaCapital September 2009 - June 2010
Infosys Consulting, Inc. October 2007 - July 2009
TKAO 2007 - 2007
Teleflora 2003 - 2004
Comcast January 2001 - September 2003
Skills
Business Process, Business Analysis, Management Consulting, Strategy, Investments, Risk Management, Emerging Markets
Education
Boston Latin School
Harvard University
BA, Classics and History
Tsinghua University
MBA, Operations
UCLA Anderson School of Management
MBA, International Strategy and Operations
Citigroup, Inc October 2014 - Present
JPMorgan Chase December 2009 - October 2014
Ernst & Young December 2006 - January 2010
Skills
Financial Modeling, Fixed Income, Private Equity, Valuation, Asset Management, Risk Management, Mergers & Acquisitions, Structured Finance, Venture Capital, VBA, Bloomberg, Corporate Finance, Capital Markets, Investment Banking, Derivatives
Education
Boston University 2003 — 2006
MBA
McGill University 1995 — 1999
Bachelor's Degree
Hendrix Wire & Cable Inc May 2014 - Present
Juniper Networks September 2013 - March 2014
JPMorgan Chase October 2010 - March 2013
JPMorgan Chase November 1998 - October 2010
Vanstar Corp. November 1996 - November 1998
NEC Technologies August 1994 - November 1996
Skills
SDLC, Peregrine, Vendor Management, Business Analysis, Requirements Gathering, Requirements Analysis, Visio, SharePoint, Technical Support, Unix, Troubleshooting, Disaster Recovery, SQL, Access, Windows, Software Project..., Desk Top Support, Software Development, Management, Oracle, Quality Assurance, Process Improvement, Integration, Software Documentation, IT Management, Hardware, IT Strategy, RSA Token Administration, Servers, Software Installation, IT Service Management, IT Operations, Active Directory, Computer Hardware, Networking, Help Desk Support
Education
Boston University 1993 — 1994
Certification, Technology
Faith School Of Theology 1984 — 1987
Diploma, Theology/Theological Studies
JPMorgan Chase September 2013 - Present
Credit Suisse May 2010 - December 2012
Skills
Messaging, SMTP, Sendmail, Microsoft Exchange, Servers, Troubleshooting, Integration, Security, Unix, Disaster Recovery, Technical Support, Linux, Infrastructure, High Availability, Spam Filtering, Telnet
Education
Boston University
BA - College of Arts and Sciences
JPMorgan Chase April 2013 - Present
JPMorgan Chase September 2011 - April 2013
JP Morgan Chase January 2010 - October 2011
Pentaho January 2008 - September 2009
Gensym Corporation August 2002 - December 2007
InterOPs September 2001 - July 2002
Gensym Corporation October 1999 - August 2001
Gensym Corporation September 1997 - October 1999
Gensym Corporation March 1997 - September 1997
Gensym Corporation February 1996 - February 1997
Skills
Test Automation, Java, Software Development, Linux, Quality Center, Perl, Selenium, MySQL, SQL, Visual Basic, Programming, Oracle, VMware, SOAP, Eclipse, Windows, SharePoint, SoapUI, Batch Processing, Batch Scripting, Gensym G2, Web Service Development, Web Service Testing, Root Cause Analysis, Tortoise SVN, CVS, Test Automation..., Software Quality..., Software Engineering, Encryption, Scrum, Agile & Waterfall...
Education
Boston University 1990 — 1994
BA, Computer Science
Bayport Blueprint HS 1986 — 1990
Amazon October 2013 - Present
Pointer Ltd January 2012 - Present
JPMorgan Chase January 2006 - January 2009
Brown and Company Securities 2002 - 2006
Investors Bank and Trust 2001 - 2003
Skills
Securities Lending, Trading, Financial Analysis, Microsoft Excel, Forecasting, Financial Modeling, Customer Service, Microsoft Office, Sales, Process Improvement, Business Analysis, Management, Strategic Planning, Account Management, Project Management, Data Analysis, Investments, Bloomberg, Marketing Strategy, Cross-functional Team..., Leadership, Analysis, Operations Management, Pricing, Risk Management
Education
Boston University 1999 — 2004
Bachelor of Science (BS), Accounting and Finance
JPMorgan Chase March 2014 - Present
Bank of America December 2012 - February 2014
Bank of America August 2010 - December 2012
Skills
Underwriting, Loans, Credit, Credit Analysis, Banking, Credit Risk, Commercial Banking, Risk Management, Loan Origination, Financial Risk, Portfolio Management, Financial Analysis, Commercial Lending
Education
Boston University 1996 — 2000
Navaera Consulting June 2006 - Present
Bank of America 2007 - 2007
JPMorgan Chase 2004 - 2006
Education
Boston University
JPMorgan Chase 2013 - Present
Accenture December 2004 - February 2011
Skills
Management Consulting, Business Process..., Business Transformation, IT Strategy, Business Analysis, Business Process Design, Program Management, PMO, Strategy, Business Process, Business Strategy, Business Intelligence, Change Management, Organizational Design
Education
University of Wisconsin Law School
Doctor of Law (J.D.)
Case Western Reserve University 1999 — 2001
MBA
Boston University
Bachelor's degree, Economics
Laurel Hill Advisory Group May 2015 - Present
Laurel Hill Advisory Group April 2013 - May 2015
JPMorgan Chase August 2004 - July 2011
Washington Mutual August 2004 - January 2006
The WIZ November 1999 - April 2003
Skills
Finance, Coaching, Management, Customer Service, Recruiting, New Business Development, Process Improvement, Loans, Accounting, Forecasting, Risk Management, Auditing, Business Intelligence, Banking, Human Resources, Microsoft Excel, Team Management, Change Management, Inventory Management, Financial Analysis, Operations Management, Sales, Business Development, Project Management, Leadership, Business Analysis, Training
Education
Long Island University, C.W. Post Campus 2012 — 2014
BS, Business Management
Boston University 1996 — 1998
Associate's degree, General Studies
JPMorgan Chase & Co. September 2014 - Present
Wellington Management Company, LLP September 2006 - September 2014
JPMorgan Chase May 2005 - September 2006
Paloma Partners April 2004 - April 2005
Fidelity Investments 1998 - 2004
Skills
Bloomberg, Hedge Funds, Fixed Income, Mutual Funds, Equities, Alternative Investments, Financial Analysis, Asset Management, Securities, Derivatives, Investments, Private Equity
Education
Boston University
Economics
Royal Caribbean Cruise Line February 2014 - Present
CPR, Etc. 2008 - Present
PMAC Lending Services Inc. September 2012 - December 2013
JPMorgan Chase 2007 - 2008
Sawgrass Funding November 2006 - October 2007
MortgageIT 2004 - 2006
Skills
Training, Fundraising, Customer Service, Management, Teaching, Refinance, Change Management, Leadership, Strategic Planning, Start-ups, Cpr Certified, Non-profits, Policy, Process Improvement, Nonprofits, Mortgage Lending, Team Building
Education
Boston University 1982 — 1985
Bachelor's degree, International Relations, Economics
Bank of America September 2014 - Present
Barclays November 2013 - September 2014
JPMorgan Chase September 2011 - November 2013
Credit Suisse April 2010 - September 2011
KPMG August 2006 - April 2010
Skills
Basel II, Investment Banking, Financial Analysis, Financial Audits, CPA
Education
Boston University 2002 — 2006
Economics and Mathematics
JPMorgan Chase April 2010 - June 2013
Momentive 2013 - 2013
Johnson Controls April 2007 - May 2010
Johnson Controls October 2004 - December 2006
Hindley Electronics October 2002 - October 2004
Dell March 1999 - March 2002
Skills
Information Security, Internal Audit, Security, Process Improvement, Risk Management, Sarbanes-Oxley, Sarbanes-Oxley Act, IT Audit, IT Management, Risk Assessment, Information Security..., IT Strategy, CISSP, CISA, COBIT, Enterprise Risk..., Business Process..., Internal Controls, Application Security, ISO 27001, Project Portfolio..., US GAAP, Auditing, Business Continuity
Education
Boston University 2007 — 2008
MS, Project Management
University of Toledo 2001 — 2004
BS, Computer Science Engineering Technology
Motiva Enterprises LLC November 2014 - Present
Citi August 2012 - October 2014
JPMorgan Chase June 2008 - August 2012
Lockheed Martin Aeronautics July 2001 - June 2007
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA, Asset Managment
Louisiana State University 1997 — 2001
Bachelor of Science, Electrical Engineering
John Hancock Financial Services September 2012 - Present
HSBC June 2007 - September 2012
JPMorgan Chase April 2005 - March 2007
JPMorgan 2005 - 2007
Bank of America July 2004 - April 2005
Fleet Bank April 2002 - July 2004
State Street Corporation July 2000 - April 2002
The Boston Company September 1991 - July 1997
Skills
Derivatives, FX Options, Portfolio Management, Fixed Income, Trading, Securities, Capital Markets, Finance, Swaps, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2007
MBA, Finance, General
Tufts University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Political Science
Dartmouth-Hitchcock August 2014 - Present
Cheshire Medical Center September 2007 - August 2014
JPMorgan Chase 2000 - 2001
Skills
Healthcare, EMR, Teaching, Grant Writing, Nursing, Published Author
Education
Yale University 2004 — 2007
Smith College 1996 — 2000
Boston University
Post Bac Pre Med
Saint Johnsbury Academy
JPMorgan Chase September 2013 - Present
Nationwide Insurance October 2012 - September 2013
Nationwide Insurance August 2011 - October 2012
Kohler Co. January 2008 - May 2010
Johnson Controls February 2007 - January 2008
Hylant Group March 2004 - November 2004
Skills
Internal Audit, CISA, Sarbanes-Oxley Act, IT Audit, Enterprise Risk..., Sarbanes-Oxley, Risk Assessment, Management, Financial Analysis, Internal Controls
Education
Boston University 2005 — 2006
MSM, Business Administration and Management
University of Toledo 2000 — 2003
Computer Science and Engineering Technology
Harvard University June 2012 - Present
National Bureau of Economic Research January 2010 - August 2012
JPMorgan Chase July 2008 - December 2009
Skills
Data Analysis, Stata, Statistics, R, Economics, Quantitative Analytics, Analysis
Education
Harvard University 2006 — 2008
Bachelor of Arts (B.A.), Economics
Boston University 2004 — 2006
Transferred, Economics
Brooker Financial Corp. February 2012 - Present
The Free Clinic October 2008 - Present
Crestwood Management December 2008 - December 2011
JPMorgan Chase January 2005 - April 2007
Fidelity Investments January 2004 - December 2004
Kobren Insight Management September 2000 - March 2003
Fidelity Investments July 1993 - September 2000
Skills
Relationship Management, Mortgage Lending, PowerPoint, Management, Customer Service, Leadership, Strategic Planning, Insurance, Process Improvement, Operations Management, Portfolio Management, CRM, Real Estate, FHA, Refinance, Financial Services
Education
Boston University
Bachelor's Degree, Political Science, Economics, French
Trinity High School
Trinity High School
MUFG Americas September 2010 - Present
JPMorgan Chase September 2008 - September 2010
Washington Mutual June 2005 - September 2008
KPMG LLP August 1993 - July 2004
Skills
Corporate Tax, Tax, Income Tax, Mergers, Due Diligence, Banking, Financial Analysis, Capital Markets, Corporate Finance, Securities, Financial Modeling, Private Equity
Education
Boston College Law School 1992 — 1993
Law
Temple University - James E. Beasley School of Law 1990 — 1993
JD, Law
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA, Accounting
UMB Bank January 2014 - Present
JPMorgan Chase April 2008 - February 2014
JPMorgan Chase July 2006 - April 2008
JPMorgan Chase November 2003 - July 2006
Snelling Staffing Services October 2002 - November 2003
Education
Boston University 1998 — 2002
B.A.
Apex Clearing Corporation August 2012 - Present
Penson Financial Services May 2012 - July 2012
Penson Financial Services 2007 - May 2012
JPMorgan Chase January 2002 - 2007
Fidelity Investments January 1997 - October 2001
Fidelity Investments January 1997 - January 2001
Citizens Bank March 1997 - December 1997
Darden Restaurants January 1989 - January 1996
Darden Restaurants 1989 - 1995
Skills
Back Office, Risk, FX, Settlements, Series 7, Process Improvement, Risk Management, Equities, Securities, Operations Management, Customer Relations, Product Management, Options, Brokerage, Problem Solving, Business Strategy, Change Management, Vendor Management, Mutual Funds, Policy, Process Engineering, Customer Service, Product Development, Excel, Team Building, Stock, Coaching, Negotiation, Budgeting, Funding, Strategic Planning, Compliance, Financial Risk, Settlement, Banking, FX Options, Financial Services, Trading, Electronic Trading, Management, Financial Markets, Budgets, FINRA, Hedge Funds, Middle Office, Fixed Income
Education
Boston University 2000 — 2001
Master Of Science, Administrative Studies/ Financial Economics
Boston University 1998 — 2001
MS/ Business Admin, Financial Economics
University of Southern New Hampshire 1996 — 1998
Bachelor of Science, Business Administration
Southern New Hampshire University 1995 — 1997
BS, Business Admin
JPMorgan Chase June 2005 - Present
Financial Services Forum June 2001 - June 2005
Office of Governor George E. Pataki 1996 - 2001
Skills
Public Speaking, Environmental Risk..., Energy and..., Energy efficiency..., Government Relations, ESG, Climate Change, Future of the Utility, Business Development, Public Policy, Energy Efficiency, Energy, Due Diligence, Environmental Risk, Management, Policy Analysis, Strategic Planning, Environmental Awareness, Sustainability
Education
University of San Francisco School of Law 1993 — 1996
Doctor of Law (JD)
Boston University 1985 — 1989
BA, Political Science and Government
JPMorgan Chase May 2013 - Present
JPMorgan Chase June 2012 - May 2013
The Blackstone Group May 2011 - May 2012
Computer Science Corporation (CSC) June 2006 - June 2011
Mphasis an HP company 2003 - 2006
Education
Boston University 2006 — 2008
M.S, Information Systems
JPM Chase August 1989 - Present
The Chase Manhattan Bank 1981 - Present
JPMorgan Chase 1981 - Present
JP Morgan Chase 1981 - Present
Manufacturers Hanover Trust 1981 - 1991
Manufacturer's Hanover Trust 1981 - 1991
Skills
Investment Banking, Derivatives, Fixed Income
Education
Boston University 1974 — 1978
BA, Business
Masters Finance
Raritan Valley Habitat for Humanity January 2014 - Present
Search The World For Grants, LLC October 2012 - Present
Rider University July 2008 - April 2012
Mercer County Community College November 2005 - June 2008
NJ Council of County Colleges February 2005 - November 2005
Aurora Marketing, Inc. February 1986 - January 2005
Dun & Bradstreet Company February 1984 - December 1985
JPMorgan Chase July 1979 - December 1983
Skills
Fundraising, Management, Grant Writing, Business Development, Entrepreneur, Event Management, Entrepreneurship, Grants, Leadership, Project Management, Public Speaking, Public Relations, Strategic Planning, Non-profits, Training, Nonprofits, Event Planning, Market Research, Project Planning, Data Analysis, Research, Program Management, Leadership Development, Community Outreach, Organizational..., Program Development, Proposal Writing, Healthcare, Volunteer Management, Staff Development, Social Networking, Community Development, Social Media, Policy, Strategic Communications, Government, Higher Education, Editing, Coaching, Marketing, Budgets, Program Evaluation, Annual Giving, Team Building, Teaching, Philanthropy
Education
Boston University
Doctor of Education (EdD)
University of Chicago
BA and MA
Weequahic HS
CW Financial Services LLC April 2009 - Present
CWCapital LLC April 2004 - March 2009
Lend Lease November 1999 - March 2004
JPMorgan Chase November 1994 - November 1998
Skills
FHA, Real Estate, Mortgage Lending, Investment Properties, Refinance, Mortgage Banking, Foreclosures, Loans, Residential Mortgages, Real Estate Economics, REO, Property, Loan Origination, Commercial Real Estate, Asset Management, Due Diligence, Real Estate Transactions, Investments, Structured Finance, Real Estate Financing, Finance, Financial Analysis, Corporate Finance, Real Estate Development, Valuation, Dispositions, Management, Leases, Property Management, Portfolio Management, Financial Modeling, Investors, Contract Negotiation, Mergers, Credit Analysis
Education
Boston University
Master of Business Administration (MBA)
University of Maryland College Park
Bachelor of Business Administration (B.B.A.)
Eastern Bank April 2014 - Present
State Street 2010 - April 2014
JPMorgan Chase October 2007 - August 2010
Financial Research Corporation February 2007 - October 2007
State Street Global Advisors 2001 - 2007
Skills
Financial Analysis, Equities
Education
Boston University 2005 — 2007
MS, Finance
Villanova University 1997 — 2001
BS, Management
Bloomberg LP October 2013 - Present
Bloomberg May 2006 - Present
Bloomberg May 2001 - May 2006
Bloomberg March 1998 - May 2001
JPMorgan Chase January 1992 - January 1998
Skills
Business Relationship..., Product Marketing, Dodd frank, SEF, Derivatives Trading, Electronic Trading..., Clearing Houses, Bloomberg Terminal, Fixed income, CDS, IRS
Education
Boston University
BA, Economics
JPMorgan Chase April 2014 - Present
Barclays Capital September 2008 - April 2014
Lehman Brothers September 1992 - September 2008
First Boston September 1987 - September 1992
Grumman Aerospace July 1982 - September 1987
Education
New York University - Polytechnic School of Engineering 1985 — 1987
MS, Mechanical/Aerospace Engineering
Boston University 1978 — 1982
BS, Mechanical Engineering
Allianz Global Corporate & Specialty (AGCS) May 2013 - Present
Marsh November 2002 - March 2013
Marsh USA, Inc November 2002 - March 2013
Willis October 1995 - November 2002
Willis of New York, Inc October 1995 - November 2002
JPMorgan Chase October 1994 - October 1995
J.P. Morgan Securities, Inc October 1994 - October 1995
Morgan Stanley February 1993 - October 1994
Morgan Stanley & Company February 1993 - October 1994
Skills
Property & Casualty..., Insurance, Underwriting, Risk Management, Insurance Brokerage, Brokers, Commercial Insurance, Liability, Claims Management, Claim, Reinsurance, General Insurance, Casualty, Negotiation, Portfolio Management, New Business Development, Financial Risk, Contract Negotiation, Team Leadership, Professional Liability, Commercial Lines, Property, D&O, Employment Practices..., Excess, Property Management
Education
St. John's School of Risk Management 1996 — 1999
MBA, Financial Management of Risk
St. John's School of Risk Management (formerly the College of Insurance) 1996 — 1999
M.B.A, Financial Management of Risk
Boston University 1988 — 1992
BS, Journalism
Boston University, College of Communications 1988 — 1992
B.S, Journalism
NextEra Energy Resources June 2014 - Present
BCBSNC September 2011 - May 2014
Autotrader.com April 2011 - September 2011
Bank of America July 2010 - April 2011
Wells Fargo 2009 - 2010
JPMorgan Chase May 2007 - December 2008
Skills
Quality Center, ETL, SDLC, Quality Assurance, Unix, Data Warehousing, SQL, Business Intelligence, Databases, Agile Methodologies, User Acceptance Testing, Requirements Gathering, Data Migration, Requirements Analysis, Software Quality..., Test Planning, Software Project..., Oracle, HP Quality Center
Education
Boston University 2010 — 2012
M.S., Computer Information Systems
University of Asia and the Pacific 1998 — 2002
B.S., Information Technology
JPMorgan Chase August 2001 - Present
Education
Boston University 1997 — 2001
Marketing & Advertising
Pershing, a Bank of New York Mellon company June 2007 - Present
Showtime Networks October 1998 - June 2007
JPMorgan Chase July 1985 - March 1998
Skills
Talent Management, Succession Planning, Performance Management, Employee Benefits, Talent Acquisition, Organizational..., Employee Relations, Human Resources
Education
NYU 1986 — 1988
Master of Arts (MA), Industrial and Organizational Psychology
Boston University 1979 — 1983
Bachelor of Arts (BA), Psychology
JPMorgan Chase August 2010 - Present
Lawson Products May 2007 - April 2009
Skills
Mortgage Lending, Credit, Process Improvement, Budgets, Sales, Forecasting, Customer Service, Team Building
Education
Boston University 2009 — 2009
Certification, Paralegal
UnitedHealth Group October 2014 - Present
Fannie Mae August 2014 - October 2014
JPMorgan Chase July 2013 - August 2014
AT&T March 2013 - June 2013
Federal Reserve Bank of New York September 2010 - March 2013
Citigroup July 2009 - September 2010
Sovereign Bank August 2008 - May 2009
Swiss Re January 2007 - June 2008
HDFC Bank July 2006 - October 2006
Wipro Spectramind April 2005 - June 2006
Skills
Java Enterprise Edition, Hibernate, Unix, Spring, SQL, UML, XML, Java, Linux, EJB, Solaris, SOA, JMS, Websphere, Enterprise Architecture, Ant, Tomcat, Requirements Analysis, Servlets, Agile Methodologies, Solution Architecture, JUnit, SDLC, Web Services, JDBC, Scrum, Kanban, Fitnesse, Selenium Testing, Mule ESB, Agile Application..., Oracle, Oracle PL/SQL..., WebSphere MQ, Core Java, Data Modeling, Requirements Gathering, Databases, Integration, Database Design, SWIFT messaging, PL/SQL
Education
Boston University 2010 — 2012
Master's degree, Information Security
University of Mumbai 1996 — 1999
B.Sc, Physics
Capital One Home Loans May 2015 - Present
Citibank February 2010 - April 2015
JPMorgan Chase August 2004 - May 2009
Wells Fargo January 1995 - July 2004
Skills
Asset Management, Banking, Capital Markets, Commercial Banking, Commercial Lending, Consumer Lending, Credit, Credit Analysis, Credit Risk, Equities, FHA, Finance, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Investment Banking, Investments, Leadership, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Portfolio Management, Real Estate, Refinance, Relationship Management, Residential Mortgages, Risk Management, Underwriting, Valuation
Education
Boston University
BSBA, Finance
JPMorgan Chase January 2010 - Present
Arnold & Porter LLP 1999 - 2009
Skills
Banking Law, Litigation, Legal Compliance, Legal Research, Litigation Management, Internal Investigations, Class Actions, Regulatory Submissions, Regulatory Analysis, Legal Issues, Risk Assessment, Regulatory Inquiries
Education
Boston University
Brooklyn Law School
Greenwich Country Day School
Greenwich High School
The Alberleen Group March 2014 - Present
Burnham Securities Inc. July 2007 - February 2014
Glocap 2004 - 2007
Bank of America May 2003 - September 2004
JPMorgan Chase 1989 - 2003
Skills
Private Equity, Valuation, Capital Markets, Corporate Finance, Private Placements, LBO, Mergers, Equities, Hedge Funds, Leveraged Finance, Venture Capital
Education
Boston University
BSBA, Finance, General
New York University
Master of Business Administration (MBA), Finance
TZHS
J.P. Morgan November 2012 - Present
JPMorgan Chase August 2008 - November 2012
State Street February 2000 - August 2008
Education
Harvard University
Masters, Management
Boston University 2005 — 2007
M.sc, Financial Economics
Hospal Medica June 2010 - Present
Coti Limitada July 2009 - May 2011
JPMorgan Chase March 2007 - July 2009
Deutsche Bank Securities March 2006 - March 2007
JPMorgan Chase July 2001 - March 2006
Skills
Emerging Markets, Mergers & Acquisitions, Capital Markets, Mergers, Start-ups, Strategy, Medical Devices
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Boston University 2000 — 2001
Master, Economics
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance and Marketing
Escuela Campo Alegre 1982 — 1996
TIM Group (Global) March 2015 - Present
Markit April 2012 - March 2015
JPMorgan Chase March 1996 - February 2012
JPMorgan Chase April 1997 - February 2008
JPMorgan Chase March 1996 - April 1997
Dreyfus Corporation January 1994 - January 1996
Dreyfus Corporation January 1990 - January 1994
Skills
Institutional Clients, Equity Trading, Commission Management, Marketing, Equities, Hedge Funds, Options, Investment Banking, Traders, Alternative Investments, Asset Allocation, Asset Management, Bonds, Capital Markets, Commodity, Derivatives, ETFs, Bloomberg, Electronic Trading, Emerging Markets, Equity Derivatives, Equity Research, FINRA, FX Options, Financial Markets, Fixed Income, Institutional..., Investment Advisory, Investment Strategies, Investments, Market Data, Mergers, Mutual Funds, Portfolio Management, Risk Management, Sales, Securities, Series 63, Series 7, Structured Products, Trading, Trading Systems
Education
Boston University 1986 — 1990
BS, Business Administration
F-Squared Investments July 2014 - Present
Techinal Skills Sharing Group April 2014 - Present
Sole contributor October 2013 - Present
JPMorgan Chase January 2010 - July 2013
JPMorgan Chase March 2005 - December 2009
JPMorgan Chase September 2000 - March 2005
Eastman Software June 1998 - September 2000
Imagery Software July 1995 - June 1998
Skills
ASP.NET MVC 4, ASP.NET Web API, SignalR, jQuery, KnockoutJS, Agile Methodologies, SQL, Software Development, ASP.NET MVC, Java Enterprise Edition, Subversion, Scrum, SDLC, Software Project..., Eclipse, JavaScript, Databases, Java, Oracle
Education
Boston University
B.S, Computer engineering
JPMorgan Chase October 2001 - Present
jpmorgan chase 1984 - 2002
Skills
Vendor Management, Incident Management, Actress, Business Analysis, Analysis
Education
Boston University 1956 — 1960
Bachelor of Business Administration (BBA), Marketing
Ultra Mobile June 2012 - Present
Hometown Telecom November 2006 - August 2012
WeddingChannel.com January 2003 - September 2005
WeddingChannel.com February 2001 - December 2002
BizBuyer.com November 1999 - December 2000
JPMorgan Chase November 1998 - September 1999
Skills
SEO, Web Analytics, Mobile, Product Development, Analytics, Mobile Devices, Mobile Advertising, Strategic Partnerships, Product Management, E-commerce, PPC, Telecommunications, Lead Generation, Online Marketing, Advertising, Product Marketing, Marketing, Online Advertising, Start-ups, Mobile Marketing, Management, Sales, Digital Media, Digital Marketing
Education
Boston University 1994 — 1998
Bachelor of Arts, Biology
JPMorgan Chase July 2014 - Present
Manta Media Inc May 2001 - April 2014
Ultryx Corporation September 1989 - May 2001
Skills
Apache, Unix, Linux, Perl, Subversion, PostgreSQL, Shell Scripting, Networking
Education
Boston University
M.S., Computer Science
Massachusetts Institute of Technology
S.B., Mathematics
SS&C Technologies July 2014 - Present
Citi Hedge Fund Services January 2011 - July 2014
Citi Hedge Fund Services July 2007 - January 2011
Citi Hedge Fund Services March 2006 - July 2007
JPMorgan Chase August 2005 - March 2006
JPMorgan Chase July 2001 - August 2005
JPMorgan Chase June 2000 - July 2001
JPMorgan Chase December 1999 - June 2000
Investors Bank & Trust January 1999 - October 1999
Skills
Accounting, Bloomberg, Financial Reporting, Fund Accounting, Hedge Funds, Mutual Funds, Vendor Management, Alternative Investments, Financial Services, Management, Strategy
Education
Boston University 1994 — 1998
Bachelor of Science (BS)
CIBC January 2015 - Present
Manulife Financial May 2013 - December 2014
Livingston International September 2012 - May 2013
Humana August 2010 - August 2012
Deloitte August 2008 - August 2010
Publix Super Markets April 2008 - August 2008
MediMedia Health September 2007 - April 2008
EY August 2006 - August 2007
JPMorgan Chase September 2005 - August 2006
Valassis April 2005 - August 2005
Skills
SDLC, Web Services, Requirements Analysis, Agile Methodologies, SOA, .NET, WCF, Enterprise Architecture, ASP.NET, Solution Architecture, SSRS, UML, TFS, Vendor Management, Software Development, C#, IIS, SSIS, LINQ, Business Analysis, Software Project..., Microsoft SQL Server, Oracle, XML, Databases, Integration, Management, SharePoint, Requirements Gathering, Data Warehousing, PL/SQL, VB.NET, ASP.NET MVC, ReSharper, AJAX, Networking Protocols, Microsoft Project, Javascript, jQuery, WPF, Entity Framework, Distributed Applications, DevExpress Controls, Telerik Controls, Component One controls, MSMQ, CSLA, .NET Remoting, MVVM
Education
Boston University
PMP Course, Information Technology Project Management
American Heritage University
Bachelor's Degree, Business Administration and Management, General
College of Hi-Tech Engg
Bachelor's Degree, Computer Engineering
Aptech
Higher Diploma in Software Engineering, Computer Science
University of Cambridge/Informatics
Diploma, Computer Science
Goodwin Procter LLP October 2014 - Present
Goldman Sachs June 2012 - August 2012
JPMorgan Chase June 2008 - August 2011
Bear Stearns June 2007 - June 2008
Education
Boston College Law School 2011 — 2014
JPMorgan Chase August 1985 - Present
MITRE June 1979 - August 1985
Skills
SDLC, Agile Methodologies, Enterprise Architecture, Requirements Analysis, Scrum, SQL, IT Management, Software Development, IT Strategy, COBOL, Banking, IBM Mainframe, WebSphere Application..., Agile Methodolgy, Java, WebSphere MQ, Disaster Recovery, SOA, Cash Management, Agile Application..., Offshore Software..., Internet Banking, Spring
Education
Boston University 1981 — 1985
Master of Science (MS), Computer Science
Brown University 1978 — 1979
Master of Science (MS), Applied Mathematics
University of New Hampshire 1974 — 1978
Bachelor of Science (BS), Mathematics
Currently Unemployed September 2012 - Present
United Healthcare 2005 - 2012
Fifth Third Bank October 2004 - May 2005
CVS Caremark Corporation May 2004 - August 2004
ACS October 2003 - January 2004
CIGNA February 2002 - September 2003
CIGNA July 2001 - December 2001
JPMorgan Chase July 2000 - June 2001
State of Connecticut Department of Motor Vehicles August 1999 - January 2000
Advo Systems November 1998 - May 1999
Skills
COBOL, COBOLII, COBOLIII, DB2, IMS DB/DC, CICS, Easytrieve, TSO, JCL, Xpediter, VSAM, Visio, SDLC, Agile Methodologies, QMF, SPUFI, Fileaid, CA-7, FTP, Endeavor, Mainframe, Requirements Gathering, Syncsort, MVS, IBM Mainframe, Systems Analysis
Education
Boston University 1965 — 1969
Bachelor of Applied Science (BASc), Elementary Education and Teaching
Liberty Mutual Insurance January 2009 - Present
JPMorgan Chase August 1999 - October 2008
John Hancock Financial Services January 2001 - December 2001
Education
Boston University 1995 — 1995
RETS Electronic School 1995 — 1995
Certificate in Technical Electronics
JPMorgan Chase 2000 - 2011
Skills
Human Resources, Talent Management, Recruiting, Deferred Compensation
Education
Columbia University in the City of New York 2012 — 2014
Boston University 1994 — 1998
Bachelor of Arts (BA), History
JPMorgan Chase November 1999 - October 2014
Major Health Insurer January 1999 - January 1999
Skills
ADABAS / NATURAL, COBOL, REXX, Banking, Assembler Language, CICS ( Command and..., MVS JCL, TSO, ENDEVOR, WANG Assembler, DOS/VSE, MS OFFICE, File Aid, "C" on PC and M/F, Tool-Smith, Software Engineering, Programming, Project Management, Testing, IDMS (All aspects), Microsoft Office, Systems Engineering, JCL, Mainframe
Education
Boston University
Master's Degree, Geology
Boston University
BA, MA, Geology
CK Greenhouses Inc. 2012 - Present
Hold Brothers Capital, LLC 2010 - 2012
JPMorgan Chase 2009 - 2010
Opus Fund LLC 2004 - 2009
Fano Securities LLC 2002 - 2004
KCG Holdings, Inc. 1995 - 2002
Skills
Quantitative Research, Vendor Managed Inventory, Financial Analysis, Financial Reporting, Financial Modeling, Data Analysis, Strategic Planning, Institutional..., Acquisitions, Trading, Trading Systems, Monte Carlo Simulation, Microsoft Excel
Education
Boston University 1990 — 1994
Bachelor's Degree, Finance
Cheshire High School
Choate Rosemary Hall