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
Dallas Nephrology Associates October 1988 - Present
JPMorgan Chase August 1984 - October 1988
Skills
Managed Care, Healthcare Management, Healthcare, Medical Billing, System Administration, Medicare, Revenue Cycle, EMR, Healthcare Information..., Medical Terminology, EHR, Customer Service, HIPAA
Education
Brookhaven Community College
Intermountain Healthcare September 2013 - Present
JP Morgan Chase February 2011 - September 2013
U.S. Bank 2009 - February 2011
Citi 2008 - 2009
Camping World and Good Sam 2007 - 2008
JPMorgan Chase 2006 - 2007
JPMorgan Chase 2005 - 2006
Orkin Pest Control 2003 - 2005
Skills
Series 6, Series 63, Loans, Consumer Lending, Small Business Lending, Mortgage Lending, Credit, Banking, Lines Of Credit, Loan Origination, Credit Analysis, Retail Banking, Home Equity Loans, Mutual Funds, Home Equity, Customer Service, New Business Development
Education
Brigham Young University - Idaho 2012 — 2015
Bachelor's Degree, Entrepreneurial and Small Business Operations
LDS Business College 2004 — 2006
Accounting and Business/Management
Social Media Delivered April 2015 - Present
Self-Employed January 2015 - Present
Dallas Film Society June 2015 - August 2015
JPMorgan Chase April 2009 - May 2015
Social Media Delivered January 2015 - April 2015
Bank of America November 2008 - April 2009
Progressive Personnel August 2008 - October 2008
Skills
Photoshop, Customer Service, C++, Java, Microsoft Office 2007, Pro Tools, Adobe Creative Suite, Digital Photography, Time Management, Management, Sound Design, Microsoft Word, PowerPoint, Access, Microsoft Excel, OS X, Teamwork, HTML, Microsoft Office, Outlook, Windows, Canon DSLR, Social Media, Social Media Marketing, Video Editing, Photography, Blogging, Facebook, Social Networking, Editing
Education
The University of Texas at Dallas 2011 — 2015
Bachelor’s Degree, Film/Video and Photographic Arts
Brookhaven Community College 2008 — 2011
Associate of Science (A.S.), Social Sciences
Home Team Investors, LLC October 2014 - Present
AXA Advisors November 2013 - April 2015
JPMorgan Chase April 2010 - November 2013
Wells Fargo November 2009 - April 2010
Safeguard Security & Communications May 2007 - November 2007
Skills
Financial Analysis, Business Strategy
Education
Brigham Young University - Idaho 2013 — 2014
Business Administration and Management, General
Chandler Gilbert Community College 2007 — 2012
Associate's degree, Associate of Business
Higley High School 2003 — 2007
Diploma, General Studies
Ricoh Americas Corporation 2010 - May 2014
Century 21 Department Stores January 2009 - January 2010
JPMorgan Chase January 2007 - September 2008
Skills
Sales, Sales Process, Customer Service, Litigation Support, legal documents, Supervisory Skills, Computer Proficiency, Multi Tasking, Customer Satisfaction
Education
Brookdale Community College 2005 — 2007
General Studies
ADP Canada March 2008 - Present
JPMorgan Chase October 2006 - February 2008
Skills
Human Resources, Employee Training, Management, Payroll, Customer Service, ADP Payroll, Benefits Administration, Financial Services, Team Building, Coaching, Leadership, Marketing Strategy, Sales, Event Planning, Microsoft Office, Training, Cold Calling, Team Leadership
Education
British Columbia Institute of Technology / BCIT 2011 — 2014
Management Certificate in Human Resources, Human Resources
Aliado Corp 2012 - July 2013
EXIT Realty June 2010 - July 2012
Signature Staging & Redesign, LLC October 2006 - June 2012
Re/Max 2000 - 2010
Credit Suisse First Boston July 1998 - June 1999
Bear Stearns July 1996 - July 1998
US Trust 1986 - 1996
U.S. Trust Bank of America Private Wealth Management 1986 - 1996
JPMorgan Chase September 1980 - February 1986
Skills
Sellers, Selling, Sales, Recruiting, Project Management, Mentoring, Business Information, Building Business..., Building Business..., Marketing, Business Intelligence, Small Business, Negotiation, Real Estate Transactions, Referrals, Management, Real Estate Staging, Real Estate, Listings, Budgets, Property, Home Staging, Investments
Education
St. Peter's College 1994 — 1994
AAS, Business Management (Major) Marketing (Minor)
Brookdale Community College 2010 — 2011
Certificate Program, Healthcare/Information Technology
TheDecorating and Staging Academy (DSA) 2006 — 2006
Certification, Interior Redesigner and Stager
Bank of America Merrill Lynch September 2014 - Present
JPMorgan Chase & Co. March 2007 - October 2014
JPMorgan Chase January 2009 - March 2011
JPMorgan Chase March 2007 - January 2009
Wells Fargo 2003 - 2007
Skills
Sales Management, Small Business, New Business Development, Spanish-speaking, P&L Management, Portfolio Management, Mentoring, Credit Analysis, Risk Management, Commercial Banking, Construction Loans, Mortgage Lending, Commercial Real Estate, Cash Management, Eagle Scout, Treasury Services, Business Strategy, Commercial Lending, Leadership, Sales, Consumer Lending, Banking, Management
Education
Brigham Young University 1998 — 2003
Bachelor of Science (BS), Business Management (Finance)
Woods Cross High School
The WhiteWave Foods Company March 2014 - Present
WhiteWave Foods June 2011 - February 2014
Lands' End June 2010 - August 2010
JPMorgan Chase October 2007 - August 2009
Bank of America November 2005 - October 2007
Skills
Financial Analysis, Process Improvement, Data Analysis, Market Research, Loans, Finance, Credit, Customer Service, Microsoft Excel, Operations Management, Marketing, Banking, Project Management, Training
Education
PURDUE UNIVERSITY, Krannert School of ManagementWest 2009 — 2011
Master, Business Administration; Marketing
Purdue University - Krannert School of Management 2009 — 2011
Master of Business Administration (MBA), Marketing
Brigham Young University 1997 — 2004
BA, Humanities, Business, Marketing
BRIGHAM YOUNG UNIVERSITY, College of Humanities
Bachelor of Arts (BA), Portuguese Language and Literature
JPMorgan Chase March 1987 - Present
Bali, Inc.(a Division of Hanesbrands Inc) August 1983 - August 1985
Revlon June 1980 - August 1983
Skills
Outlook, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Vendor Management, Event Planning, Microsoft Word, Team Building, System Administration, Budgets, Portfolio Management, Analysis, Lotus Notes
Education
Brookdale Community College 2004 — 2007
Associate, Business Administration
Fashion Institute of Technology 1975 — 1977
Credits - no degree, Patternmaking
JPMorgan Chase July 2013 - Present
Axiom September 2011 - July 2013
Hughes Hubbard & Reed LLP September 2008 - August 2011
Skills
Corporate Law, Finance Law, Banking Law, Prime Brokerage, Corporate Governance, Mergers, Banking, Due Diligence, Restructuring, Mergers & Acquisitions, Securities, Finance, Securities Regulation, Investment Banking, Intellectual Property, International Law, Commercial Litigation, Litigation, Legal Research, Arbitration, Financial Services, Bankruptcy, Cross-border..., Legal Writing
Education
University of Michigan Law School 2005 — 2008
Juris Doctor, Law
Brigham Young University 2002 — 2005
Bachelor of Science, Business Management
Università degli Studi di Padova 1999 — 2001
Law
JPMorgan Chase July 2014 - Present
Citi July 2013 - December 2013
The Oven Doctor February 2010 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, SharePoint
Education
The University of Texas at Austin
Candidate for Master of Business Administration (MBA)
Brigham Young University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Entrepreneurship, 3.6
Timpanogos High School
Envoy Mortgage May 2009 - Present
JPMorgan Chase 2004 - May 2009
Education
Champion School of Real Estate 2005 — 2007
Certified Loan Officer, Mortgage Industry and Real Estate
San Antonio College 2000 — 2006
Business, Financial Services
Brookhaven Community College
TIAA-CREF November 2013 - Present
DL Design, LLC - DBA David Lugo Interior Design November 2012 - Present
JPMorgan Chase August 2011 - November 2013
Spire Design Studio March 2011 - June 2013
BRI / Design This May 2010 - August 2010
Chuck Wells and Associates April 2010 - August 2010
Skills
Interior Design, Rendering, Sketching, AutoCAD, Photoshop, InDesign, Adobe Creative Suite, Series 6, Space Planning, Concept Design, Floor Plans, SketchUp, Drawing, Revit, Microsoft Office, Illustrator, Excel, Customer Relations, Graphic Design, Budgeting, Life Insurance, Financial Advisory, Sales, Furniture, Space planning, Space-planning, Illustration, Architectural Drawings, Adobe Acrobat, Art, Budgets, Interior Architecture
Education
Brigham Young University - Idaho 2007 — 2011
Bachelor of Science, Interior Design
National Service of Learning 2002 — 2004
Associate's degree, Finance, General
Columbia University in the City of New York
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
The Church of Jesus Christ of Latter-day Saints June 2015 - July 2015
The Aclaime Group November 2013 - June 2014
Goldman Sachs December 2011 - November 2013
JPMorgan Chase June 2007 - September 2011
JPMorgan Chase May 2006 - August 2006
Skills
Equities, Derivatives, Hedge Funds, Portfolio Management, Trading, Finance, Mutual Funds, Strategic Financial..., Economics, Financial Risk, Forecasting, Bloomberg, Financial Modeling, Valuation, Fixed Income, VBA, Investment Banking, Data Analysis, Asset Management, Equity Research, Microsoft Excel, Securities, Corporate Finance
Education
Brigham Young University - Marriott School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Finance
Brigham Young University—J. Reuben Clark Law School 2014 — 2017
Juris Doctor (J.D.), Law
University of Pittsburgh 2003 — 2007
Bachelor's Degree, Finance, Economics, GPA: 3.8 / 4.0
Nuance Communications June 2014 - Present
JPMorgan Chase May 2011 - November 2011
Skills
Team Leadership, Spanish, Teamwork, Leadership, Customer Service, Time Management, Public Speaking, Critical Thinking, PowerPoint, Microsoft Excel, Access, Microsoft Office, Microsoft Word, Outlook, Facebook, Data Entry, Social Media, Windows
Education
Brigham Young University - Idaho 2014 — 2017
Brigham Young University
Global Supply Chain
CoreLogic 2013 - Present
Samyook Language Institute June 2012 - January 2013
JPMorgan Chase 2009 - 2012
Skills
Editing, Change Management, Project Management, Banking, Microsoft Office, Technical Writing, SharePoint, Business Analysis, Visio, Training, Process Improvement, Public Speaking, Customer Service, Software Documentation, Strategic Planning, Leadership, Analysis, Microsoft Excel, PowerPoint, Research, Team Building, Technical Documentation, Program Management
Education
Northeastern University 2015 — 2016
Master of Science (M.S.), Technical and Scientific Communication
University of North Texas 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Learning Technology/ Performance Management
Brookhaven Community College
Associate's degree, Office Management and Supervision
JPMorgan Chase November 2013 - September 2014
Bank of America July 2013 - October 2013
QBE North America January 2013 - June 2013
Bank of America September 2008 - January 2013
Countrywide Mortgage March 2007 - October 2007
Avaya September 2006 - March 2007
Darling International February 2006 - August 2006
Pier 1 Imports December 2004 - October 2005
Blockbuster May 2003 - August 2003
E-Talk Corporation December 2001 - October 2002
Skills
Test Planning, Test Automation, Quality Center, Testing, User Acceptance Testing, Regression Testing, Agile Methodologies, Manual Testing, SDLC, System Testing, Databases, QTP, Quality Assurance, Test Cases, Requirements Analysis, Test Management, Functional Testing, Software Quality..., HP QTP, HP Quality Center
Education
Brookhaven Community College 1992 — 1993
Computer Science
Dallas County Community College 1986 — 1987
Programming C++
Joliet Junior College
AASEET, Electronics Engineering
Caliber Home Loans January 2012 - Present
MetLife Home Loans January 2009 - January 2009
JPMorgan Chase June 2003 - January 2009
Skills
Refinance, Mortgage Banking, Residential Mortgages, VA loans, FHA Loans, Jumbo Lending, Mortgage Lending, FHA, Residential Homes, Credit, Investment Properties, Condos, Real Estate, Loans, Mortgage Underwriting, Loan Origination, FHA financing, Sellers, USDA, Underwriting, Certified Mortgage..., Finance, Credit Analysis, First Time Home Buyers, FHA Financing, VA Loans
Education
Monmouth University 2007 — 2010
BS, FINANCE
Brookdale Community College 1998 — 2002
AA, Business Administration
Credit Suisse April 2015 - July 2015
PwC June 2012 - March 2015
Concentus Global January 2012 - June 2012
Concentus 2012 - 2012
Goldman Sachs June 2011 - August 2011
JPMorgan Chase January 2011 - April 2011
GFA Portfolio Managers January 2011 - April 2011
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Bloomberg Terminal, DCF, Business Valuation, Corporate Finance, Equity Research, Investments, Due Diligence, Equities, Finance, Financial Markets, Private Equity, Hedge Funds, VBA
Education
Brigham Young University 2009 — 2012
Finance, Asset Management
Brigham Young University 2009 — 2012
Bachelor of Science (BS), Finance, General
113th & Colorado Self Storage June 2013 - Present
JPMorgan Chase August 2009 - May 2013
Nordstrom May 2002 - March 2009
Imagine Learning January 2007 - December 2007
Skills
Account Management, Customer Service, Finance, Financial Analysis, Leadership, Management, Microsoft Excel, Microsoft Office, Public Speaking, Sales, Sales Management, Spanish, Strategic Planning, Training
Education
Brigham Young University 2002 — 2006
Bachelor of Arts (B.A.), Latin American studies
Brigham Young University 2002 — 2006
Bachelor of Arts (B.A.), Spanish
October Three November 2011 - Present
Kravitz, Inc. November 2008 - November 2011
JPMorgan Chase 2006 - 2008
Skills
Defined Benefit, Retirement, Pensions, 401k
Education
Ricks College 1979 — 1980
JPMorgan Chase February 2010 - Present
Brown Shoe Company September 2005 - February 2010
Skills
Spanish-speaking
Education
Brookhaven Community College 2005 — 2010
Associate of Arts (AA)
University of Phoenix February 2003 - Present
JPMorgan Chase 2001 - 2003
US Air Force Reserve December 1968 - January 1997
Philo Farnsworth Statuary Hall Commission March 1989 - May 1991
Committee for Better Utah Transportation December 1984 - May 1991
Presidential Management Internship (Fellow) August 1982 - August 1984
Skills
Leadership, Fundraising, Policy, Public Policy, Research, Strategy, Teaching, Data Analysis, University Teaching, Science
Education
University of Phoenix 2003 — 2006
Master of Business Administration (MBA), Global Management
Brigham Young University 1980 — 1982
Master of Public Administration (MPA), Public Administration
University of Utah
Bachelor of Science in Communications, Argumentation and Persuassion
Wells Fargo June 2012 - March 2013
JPMorgan Chase November 2011 - February 2012
Bank of America March 2010 - July 2011
Citi May 2009 - February 2010
Education
Paul Mitchell the school Dallas 2013 — 2013
Esthetics
Brookhaven Community College 2012 — 2012
Phlebotomy
Calolympic Safety July 2014 - October 2014
Melaleuca:The Wellness Company February 2011 - July 2013
Soapbox Creative Agency January 2013 - April 2013
OpenBook by Yellowstone Hotel Systems September 2012 - December 2012
BYU-Idaho April 2012 - July 2012
JPMorgan Chase April 2009 - October 2010
Lucky Brand Jeans August 2008 - August 2009
Citi 2006 - 2007
Skills
Press Releases, Public Relations, Time Management, Illustrator, Newsletters, Copywriting, Management, Editing, Social Media, PowerPoint, InDesign, Team Leadership, Training, Digital Photography, Microsoft Word, Advertising, Writing, Microsoft Office, Photoshop, Teamwork, Nonprofits
Education
Brigham Young University - Idaho 2011 — 2013
Bachelor of Science (B.S.), Communication
JPMorgan Chase July 2013 - Present
Hampton Forge Ltd. May 2012 - June 2013
Private January 2011 - May 2012
Cake Bake & Roll, Pier Village June 2009 - May 2012
High Quality Floors Corp. August 2007 - August 2009
Heather's Cafe May 2006 - November 2007
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Diligent, Sales, •Dedicated and..., Event Planning, •Excellent..., Social Media, Microsoft Word, •Successful working..., New Business Development, CRM, •Able to work under..., •Able to quickly grasp..., Product Development, Retail, •Budget management, Determination, Organization &..., Collaborative, Reliable, Efficient, Communication
Education
Monmouth University 2011 — 2013
Bachelor of Science, International Business Administration and Management, 3.93
Brookdale Community College
Associate, Social Sciences, 4.0
Cushman & Wakefield June 2007 - March 2014
Cushman & Wakefield June 2007 - March 2014
JPMorgan Chase April 1999 - January 2007
JPMorgan Chase May 1985 - April 1999
Skills
Forecasting, Cash Flow, Variance Analysis, Financial Accounting, Capital Budgeting, Cash Management, Project Accounting, Accounts Payable, Financial Analysis, Operating Budgets, Budget Process, Department Budgeting, Budget Forecasts, Accounts Receivable, Account Reconciliation, Cash Receipts, Financial Variance..., Operating Expenses, Oracle, Yardi Voyager, Bank Reconciliation, Budget Setting, SAP, Hyperion Planning, Essbase, Microsoft Excel, Microsoft Word, PowerPoint, Commercial Real Estate, Property Management, Leases, Asset Management, Financial Reporting, Operations Management, Operational Planning, Facilities Management, Customer Service, Tenant Coordination, Finance, Budgets, Cost Accounting, Analysis
Education
Brookdale Community College
Accounting
JPMorgan Chase September 2003 - Present
CSC June 1986 - September 2003
USAF June 1982 - June 1986
Skills
zSeries, Storage Management, Storage Architecture, Process Improvement, Disaster Recovery, Management, Unix, Customer Service, Leadership, Team Building, Integration, Strategic Planning, Business Analysis, Project Management, Microsoft Excel, SDLC, Microsoft Office, Program Management
Education
Wright State University 1988 — 1992
Master of Science (MS), Computer Science
Brigham Young University 1976 — 1982
Bachelor of Science (BS), Computer Science
JPMorgan Chase November 2013 - Present
Ambit Energy August 2012 - Present
Lenox Financial October 2012 - September 2013
Bank of America May 2010 - April 2012
CHRSYLER FINANCIAL May 2009 - April 2010
ALETHES MORTGAGE LTD May 2007 - April 2009
ACE Cash Express September 2005 - January 2009
Skills
Real Estate Financing, Loan Modifications, Loan Servicing, Mortgage Industry, Mortgage Lending, Loan Origination, Foreclosures, Short Sales, Mortgage Servicing, Mortgage Banking, FHA, Team Building, Management, Call Centers, First Time Home Buyers, Negotiation, Residential Mortgages, Loss Mitigation, Refinance, Underwriting, Strategic Planning, VA loans, Customer Service, Sales Management, Investment Properties, USDA, mortgage processing, Jumbo Mortgage, Sales
Education
Brookhaven Community College 2005 — 2007
N/A
MaryJose Smith State Farm Agency August 2012 - Present
State Farm December 2011 - August 2012
KeyBank 2011 - 2011
JPMorgan Chase 2008 - 2011
Zions Bank March 2006 - February 2008
Zions Bank 2008 - 2008
Zions Bank January 2004 - 2006
Skills
Fluent spanish, Banking, Commercial Banking, Insurance, Investments, Consumer Lending, Loans, Credit, Small Business Lending, Customer Service, Retail Banking, Term Life Insurance, Budgets, Business Planning, CRM, Credit Analysis, Finance, Financial Services, Fixed Annuities, Life Insurance, Loan Origination, Mortgage Lending, Portfolio Management, Retirement Planning, Risk Management, Series 6, Small Business, Strategic Financial...
Education
Brigham Young University - Idaho
University of Utah
Bachelor of Arts (B.A.), Economics
J.P. Morgan February 2015 - Present
J.P. Morgan September 2011 - Present
JPMorgan Chase May 2010 - August 2011
Merrill Lynch October 2006 - April 2010
America First Credit Union February 2002 - September 2006
Texas Houston East Mission 1999 - 2001
Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Investment Strategies, Portfolio Management, Small Business, Finance, Wealth, Employee Benefits, Wealth Management..., Disability Insurance
Education
The Ohio State University - The Max M. Fisher College of Business 2010 — 2013
MBA, Asset Management
Brigham Young University 2003 — 2006
Bachelor of Arts, Political Science
Caradigm March 2015 - Present
Caradigm August 2014 - March 2015
Intellectual Ventures June 2012 - March 2013
Qualstar Credit Union July 2010 - October 2010
BYU-Idaho September 2009 - July 2010
Teton Toyota-Scion January 2010 - April 2010
JPMorgan Chase December 2008 - April 2009
DB Computer Solutions March 2005 - July 2007
Washington Mutual Bank July 2004 - July 2007
Skills
Spanish, Customer Service, Translation, PowerPoint, Access, Team Leadership, Latin, Ancient Greek, English grammar, Word, Excel, Attention To Detail, Outstanding Customer..., Oral Communications, Cultural Awareness, Cost Accounting, Financial Accounting, Microeconomics, Macroeconomics, Astronomy, Classics, Ancient Gynecology and..., Accounting, Microsoft Word, Microsoft Excel
Education
University of Washington 2010 — 2014
Bachelor's Degree, Ancient Greek, Senior
Brigham Young University - Idaho 2009 — 2010
Business Management
AmericanWest Bank March 2012 - March 2013
JPMorgan Chase November 2011 - March 2012
Wells Fargo Bank, N.A. May 2006 - November 2011
Education
Utah State University 2007 — 2009
MBA, Business
Brigham Young University 2000 — 2003
Bachelor of Business Administration (B.B.A.), Finance
THS 1996 — 2000
High School
TriNet May 2015 - Present
Corporate Training Group May 2013 - March 2015
Cloud Strategies LLC February 2012 - May 2013
Le Bernardin April 2010 - January 2012
JPMorgan Chase October 2006 - February 2009
Skills
Solution Selling, CRM, Cloud Computing, Account Management, Enterprise Software, New Business Development, Management, Selling, Negotiation, SaaS, Business Development, Training, Lead Generation, Consulting, Client Relationship..., Networking, Team Building, Business Intelligence, Sales, Consultative Sales..., Outsourcing, Strategic Partnerships, Strategy, Project Management, Sales and Marketing, Finance and Banking, Problem Solving, Internal Communications, Sales Process, Professional Services, Leadership Development, Team Management, Microsoft Office, Salesforce.com, Direct Sales, Business Analysis, Vendor Management, Managed Services, Data Center, Sales Operations, PEO
Education
Montclair State University
Business/Managerial Economics
Brookdale Community College
Business/Managerial Economics
JPMorgan Chase 2012 - 2013
Manasquan Savings Bank 2007 - 2010
Hallmark Cards 1997 - 1999
elite car and truck rental 1994 - 1996
Bernard Chaus, Inc 1990 - 1994
Skills
excellent customer..., Sales Management, Apparel, Banking, Teamwork, Teller Operations, custodian atm
Education
Rutgers University-New Brunswick 1984 — 1987
Bachelor's degree, Business Administration, Management and Operations
Brookdale Community College
Associate of Arts (AA), Business Administration and Management, General
raritan high school
raritan high school
Vanguard February 2014 - Present
Goldman Sachs May 2013 - August 2013
JPMorgan Chase October 2011 - May 2013
Wells Fargo September 2009 - October 2011
Skills
Finance, Leadership, Employee Learning &..., Investment Advisory, Relationship Management, Credit, Commercial Banking, Banking, Financial Analysis, Microsoft Excel, Cash Management, Retail Banking, Management, Strategic Financial..., Investments, Microsoft Office, Sales, Marketing Strategy, Team Leadership, Customer Service, Financial Modeling, Personal Financial..., Accounting, Spanish, Portfolio Optimization, Capital Budgeting, Time Value of Money, Analytical Reasoning, Spanish-speaking, Access, Financial Services, Consumer Lending, Bonds, Deposits, Time Management, Lines Of Credit, Cross Selling, Securities, Financial Statement..., Mergers & Acquisitions, Credit Risk, Bank Product Sales, Intrapersonal Skills, Financial Planning
Education
Utah Valley University 2009 — 2013
Bachelor's Degree, Finance
Brigham Young University - Idaho 2008 — 2008
Bachelor of Science (BS), General Studies
Homeowners Financial Group USA, LLC September 2014 - November 2014
Diversified Support Services June 2014 - September 2014
Bank of America April 2013 - March 2014
JPMorgan Chase April 2012 - March 2013
Toyota Financial Services May 2008 - March 2012
Countrywide Home Loans March 2004 - September 2007
Skills
Eagle Scout, United States Marine, Martial Arts, Mortgage Underwriting, Financial Services, Credit, Underwriting, Loans, Analysis, Credit Analysis, Loan Origination, Analytic Problem Solving, Common Sense, Financial Statements, Deadline Driven, Financial Analysis, Friendly Personality, Mortgage Lending, Open Minded, Team Leadership, Banking, Mortgage Banking, Refinance, Residential Mortgages, Financial Risk
Education
Brigham Young University - Idaho 2013 — 2018
Bachelor's of Science in Business Management, Business Administration and Management, General, 3.94
Rio Salado College 2011 — 2012
General Studies, General Studies
Mastech, Inc. October 2014 - Present
Military Veterans Resource Center 2005 - Present
JPMorgan Chase September 2005 - August 2014
Quick Solutions February 2005 - September 2005
TEKsystems 2004 - 2005
Self 2003 - 2003
Metro Information Services 1997 - 2002
SAIC February 1996 - September 1997
Park City Group October 1994 - February 1996
Prestige Consulting August 1994 - October 1994
Skills
Solaris, AIX, Perl, Firewalls, Training, Team Building, Research, Process Improvement, Public Speaking, Integration, Enterprise Architecture, Software Installation
Education
National Technological University
Computer Engineering
Southern Utah University
Ba, Mathematical Science
Utah Valley University
Associate's degree, General Studies
Salt Lake Community College
Computer Science
Weber State University
Computer Science
University of Utah
Mechanical Engineering
Brigham Young University
Physics
LHGN February 2012 - Present
JPMorgan Chase 2001 - 2008
Chase 2000 - 2004
Skills
singing, Customer Service, Compliance, Microsoft Office, Excel, Process Improvement, PowerPoint, Operations Management, Mortgage Lending, Risk Management, Writing
Education
Brigham Young University - Hawaii 1989 — 1991
music
JPMorgan Chase June 2011 - Present
Open Systems Technologies December 2010 - June 2011
Huntington National Bank January 2003 - September 2010
Bank One 1999 - 2002
Skills
Software Documentation, Financial Reporting, Management, Requirements Gathering, Financial Analysis, Budgets, Quality Assurance, Finance
Education
Franklin University 2007 — 2012
Accounting
Pepperdine University 1992 — 1994
MBA, Business
Brigham Young University 1982 — 1987
Manufacturing Engineering & Technology, Aerospace
CarePatrol of Utah October 2014 - Present
Custom Security July 2010 - November 2014
Frontline Finance dba ModifyUtah.org January 2009 - July 2010
Xango LLC November 2007 - October 2008
Xango December 2006 - November 2007
JPMorgan Chase July 2005 - December 2006
Policy Technologies April 2004 - June 2005
Melaleuca July 2002 - April 2004
Skills
CCTV, Leadership, Sales, Cross-functional Team..., Management, Banking, New Business Development, Coaching, Microsoft Excel, Security, Small Business, Direct Sales, Lead Generation, Business Development, Team Building, Customer Service, Insurance, Sales Management, Finance, Training, Entrepreneurship, Employee Benefits, Committed to..., Financial Modeling, Leadership Development, Time Management, Marketing Strategy, Start-ups
Education
Utah Valley University 2010 — 2012
MBA
Brigham Young University - Idaho 2001 — 2004
Bachelor of Science, Economics, Finance
JP Morgan Chase Bank, N.A. July 2013 - Present
Morgan Stanley Smith Barney October 2011 - May 2013
Northwestern Mutual Financial Network October 2009 - September 2011
JPMorgan Chase January 2008 - October 2009
Chase Bank January 2008 - September 2009
AXA Equitable March 2005 - December 2007
AXA Equitable January 2005 - December 2007
Education
Brigham Young University 1998 — 2004
Broadcast Journalism, Communications
Brigham Young University 1998 — 2004
Bachelors Degree, Broadcast Journalism
Longmont High School
Westview Middle
Microsoft August 2011 - Present
Arryve January 2010 - August 2011
JPMorgan Chase September 2008 - June 2009
Washington Mutual June 2007 - September 2008
Genworth Financial May 2003 - July 2007
Andersen Consulting (Accenture) 1997 - 2001
Skills
Forecasting, Finance, Thought Leadership, Investments, E-commerce, Sarbanes-Oxley, Financial Modeling, Analytics, Financial Analysis, Process Improvement, Acquisition Integration, Vendor Management, Cross-functional Team..., Strategy, PMP
Education
University of Virginia - Darden Graduate School of Business Administration 2001 — 2003
Master of Business Administration (MBA)
Brigham Young University 1994 — 1997
Bachelors, Finance
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase May 2013 - Present
US Census Bureau June 2011 - June 2013
US Census Bureau June 2010 - June 2011
George Mason University August 2010 - May 2011
LECG April 2007 - July 2009
The Church of Jesus Christ of Latter-day Saints August 2001 - August 2003
Skills
SAS, Stata, Econometrics, Excel, SQL, Improv Comedy, Spanish, Statistics, Economics, Microsoft Excel, Analysis, Research, Improvisation
Education
George Mason University 2009 — 2013
PhD, Economics
George Mason University 2009 — 2011
MA, Economics
Brigham Young University 2000 — 2006
BS, Economics
JPMorgan Chase July 2011 - Present
Skills
Computer Proficiency, Cash Handling Experience, Customer Service, Telephone Skills, Telephone Manner, Typing, Friendly Personality, Always Punctual, Professional..., Microsoft Word, Microsoft Excel, Microsoft Office, English grammar, Well-organized, Lines Of Credit
Education
Brigham Young University - Idaho 2012 — 2015
LDS Business College 2011 — 2012
USAA November 2012 - Present
Karlseng, Leblanc & Rich, LLC November 2010 - November 2012
Fannie Mae March 2010 - November 2010
JPMorgan Chase August 2009 - March 2010
Bank of America February 2006 - August 2009
Nissan Motor Acceptance Corp July 2001 - December 2004
Skills
Mortgage Lending, Loans, Real Estate, Credit, Loan Servicing, Loss Mitigation, Foreclosures, Financial Analysis, Banking, FHA, Finance, Process Improvement, Customer Service, Microsoft Excel, Risk Management, Mortgage Banking, REO, Mortgage Servicing, Outlook, Asset Managment, Asset Management, Investors, Closings, Escrow
Education
Brookhaven College 2012 — 2013
Associates, Accounting
Brookhaven College 2011 — 2012
Accounting
Northlake College 2002 — 2003
Real Estate
Brookhaven Community College
Associates, Psychology
Cumrine & Company, LLC January 2009 - Present
JPMorgan Chase November 2006 - December 2008
Skills
Retirement Income..., Income, Financial Advisory, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Investment Advisory, Estate Planning, Investments, Asset Allocation, IRAs, 401k Rollovers, Mutual Funds, Insurance, Life Insurance, 401k, Financial Planners, Wealth, Finance, Wealth Accumulation, Securities, Financial Services, Portfolio Management, Strategic Financial..., Investment Strategies, Wealth Management..., Roth IRA, Long-term Care, Savings, Financial Goals, Term Life Insurance, Financial Planning
Education
The American College 2013 — 2015
Chartered Financial Consultant (ChFC), Advanced Financial Planning
Brigham Young University - Idaho 2003 — 2003
Economics, Political Science
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase February 2012 - December 2014
JPMorgan Chase October 2009 - February 2012
JPMorgan Chase September 2008 - January 2012
JPMorgan Chase January 2008 - October 2009
JPMorgan Chase September 2006 - January 2008
Starbucks November 2001 - September 2006
Skills
Corporate Branding, Financial Regulation, CRM, B2B, Banking, Call Centers, Corporate Communications, Credit, Customer Experience, Customer Satisfaction, Customer Service, Data Mining, Financial Services, Forecasting, Leadership, Loyalty Programs, Management, Marketing, Recruiting, Relationship Management, Program Management, Solution Selling, Social Media, Sales
Education
British Columbia Institute of Technology 2008 — 2010
Post Diploma, Technical Writing
Simon Fraser University 2001 — 2005
Bachelors, Liberal Arts, minor in Gender Studies
立命館アジア太平洋大学 1999 — 2000
NA, International Business (Media)
NYLIFE Securities LLC November 2010 - Present
Bayshore Community Hospital May 2010 - October 2010
JPMorgan Chase July 2001 - November 2008
JPMorgan Chase January 1994 - June 2001
JPMorgan Chase January 1992 - December 1993
JPMorgan Chase Co July 1987 - December 1991
Skills
Retirement Planning, Estate Planning, Insurance, 401k Rollovers, Annuity Sales, Asset Protection, Key Person Protection, Legacies, Protection..., Retirement, Small Business, Wealth Preservation..., Investment Banking, Portfolio Management, Fixed Income, Bloomberg, Strategic Financial..., Securities, Credit, Investments, Derivatives, Mutual Funds, FINRA, Options, Risk Management, Settlement, Loans, IRAs, Trading, Asset Allocation, Series 7, Investment Advisory, Wealth Management, Financial Advisory, Alternative Investments, Financial Planning
Education
Brookdale Community College 2011 — 2011
Certificate, Microsoft Office Suite and QuickBooks
Northwest Missouri State University 1978 — 1980
MBA, Finance & Accounting
Oregon State University 1979 — 1979
Managerial Accounting, Statistics and Marketing
Soochow University 1974 — 1978
BA, Accounting & Management
Intermountain Healthcare April 2013 - Present
Enterprise Rent-A-Car January 2012 - April 2013
Enterprise Rent-A-Car July 2010 - January 2012
JPMorgan Chase January 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Outlook, Sales Management, Customer Satisfaction
Education
Brigham Young University - Idaho 2008 — 2010
Bachelor of Science (BS), Business Management Finance
Eastern Arizona College 2006 — 2007
Associate's degree, Liberal Arts and Sciences/Liberal Studies
State of Utah May 2015 - Present
eBay August 2009 - May 2015
JPMorgan Chase March 2008 - August 2009
Washington Mutual Bank May 2007 - March 2008
Overstock.com May 2005 - May 2007
Swire Coca Cola, USA March 2004 - May 2005
Walgreens January 2003 - March 2004
Skills
Microsoft Excel, Account Management, Online Advertising, Customer Service, Sales Management, E-commerce, Business Development, Management, Marketing Strategy, Strategic Planning, Sales, Online Marketing, Salesforce.com
Education
Salt Lake Community College 2012 — 2013
Associate's Degree, Business
BYU-Hawaii 2003 — 2004
Pre Professional, Business
BYU-Idaho 1999 — 2003
Pre Professional/ Business
JPMorgan Chase October 2004 - June 2012
Brigham Young University November 2003 - August 2004
Avon Cosmetics June 2003 - August 2003
Brigham Young University January 2003 - May 2003
JPMorgan Chase May 2002 - December 2002
Skills
Adobe Creative Suite, Microsoft Office, Editing, Illustrator, Leadership, Lotus Notes, Microsoft Excel, Organization, Photoshop, PowerPoint, Research
Education
Delaware College of Art & Design 2008 — 2009
Graphic Design
Brigham Young University 1999 — 2004
B.S., Sociology, Music
JPMorgan Chase August 2010 - Present
American Express January 1999 - May 2010
American Express May 1994 - December 1998
Continental Airlines March 1991 - May 1994
Skills
Leadership, CRM, Strategy, Business Development, Account Management, Relationship Management, Credit Cards, Product Management, Strategic Planning, Management, Customer Service, Business Process..., Financial Services, Banking, Strategic Leadership, Outsourcing, Credit, Process Improvement, Customer Retention, Portfolio Management, Change Management, Cross-functional Team..., Thought Leadership, Call Centers, Executive Management, Program Management, Business Strategy, Managerial Finance, Payments, Training, Sales Operations, Business Analysis, Consulting, Business Transformation, Customer Satisfaction, Customer Experience, Budgets, Finance, Risk Management, Competitive Analysis, Analytics, Salesforce.com, Project Implementation, Customer Relations, Business Planning, Strategic Partnerships, Sales, Vendor Management, Team Management, Financial Management
Education
LeTourneau University 1995 — 1997
MBA, Marketing and Finance
Brigham Young University 1986 — 1989
Bachelor of Science, Geography, Economics
Brigham Young University - Idaho 1982 — 1986
Associate, Criminal Justice/Law Enforcement Administration
Barclays Investment Bank September 2015 - Present
Mizuho Bank September 2013 - September 2015
JPMorgan Chase April 2007 - September 2013
Barclays Investment Bank January 2004 - March 2007
Skills
Loan Servicing, Loans, Portfolio Management, Credit, Loan Origination, Banking, Credit Analysis, Credit Risk, Commercial Lending, Financial Services, Finance, Commercial Banking
Education
Monmouth University 2001 — 2003
Bachelor's degree, Business Administration and Management, General
Brookdale Community College 1999 — 2001
Associate's degree, Business Administration and Management, General
Jazz Aviation LP January 2010 - Present
Stenberg College (TEC) January 2007 - Present
Special Care Consultants 1988 - Present
ABOHN 2012 - 2013
JPMorgan Chase 2008 - 2010
Skills
Critical Care, Coaching, Childbirth, Conflict Resolution, Neonatal Nursing, Disability Management, Return to Work Planning, Health Education, Nursing Education, Occupational Health, Cpr Certified, Red Cross Instructor, AED, Legal Nurse Consulting, Flight Nursing, Adult Education, First Aid, Performance Management, Team Building, Supervisory Skills, Team Leadership, Training, Emergency Management, Operations Management, Management, Policy, Wellness, Safety Management..., Nursing, Risk Assessment, Employee Engagement, Risk Management, Leadership, Training Delivery, Change Management, Performance Improvement, Leadership Development, Program Management, Employee Training, Process Improvement, Organizational..., Workshop Facilitation, Quality Assurance, Business Process..., Public Speaking, Emergency Services, Human Factors, Healthcare, Human Resources, Charter
Education
British Columbia Institute of Technology 2004 — 2010
Occupational Health and Safety
The University of British Columbia 1986 — 1986
Critical Care Nursing
Knight Transportation November 2014 - Present
Chase Paymentech July 2013 - November 2014
JPMorgan Chase February 2012 - July 2013
Sears Hometown and Outlet Stores, Inc. January 2011 - December 2011
Prosper October 2009 - December 2011
Skills
Sales, Salesforce.com, Banking, Customer Service, Recruiting, Customer Retention
Education
Brigham Young University - Idaho 2009 — 2014
Associate's degree, Business, Management, Marketing, and Related Support Services
JPMorgan Chase June 2014 - Present
JPMorgan Chase April 2014 - June 2014
Citi November 2012 - April 2014
GEICO October 2011 - November 2012
GEICO August 2008 - October 2011
Skills
Banking, Due Diligence, Underwriting, Microsoft Office, Microsoft Excel, Anti-Money Laundering, Leadership, Professional Writing, Research, Insurance, Microsoft Word, Risk Analysis, Time Management, Microsoft PowerPoint, SharePoint, Data Analysis, Process Improvement, Project Management
Education
Brigham Young University 2004 — 2008
Bachelor of Science (B.S.), Economics
Brigham Young University June 2014 - Present
JPMorgan Chase August 2013 - April 2014
LDS Missionary Training Center January 2012 - August 2012
Patric's Auto Body Shop-Ecuador January 2009 - July 2011
Sweaden Compania de Seguros y Reaseguros October 2009 - April 2010
Skills
Financial Accounting, Organized Multi-tasker, Fast-paced, Bilingual-English/Spanis..., Communication Skills, Fun Loving, Highly motivated..., Friendly Personality, Creative Problem Solving, Analytical Reasoning, Strategic Leadership, Strategic Thinking, Multi Tasking, Microsoft Office, Oral & Written..., Highly Reliable, Highly Organized &..., Telephone Skills, People-oriented, Client Service Oriented, Customer Oriented, Goal Oriented, Result Oriented, Hardwork, Stressful Situations, General Office Skills, Pressure Handling, Grace Under Pressure, Proofreading, Time Management, Outstanding..., Calm, Perseverant, Peacemaker, Positive Work..., Positivity, Knowledge-hungry Learner, Clerical Skills, Confidentiality, Coordination, Continuous Improvement, Productivity, Team Leadership, Spanish, Business Coaching, Small Business, Accounting, Communication
Education
Brigham Young University 2014 — 2017
Bachelor's degree, Pre-Management Core
LDS Business College 2012 — 2014
Associate's degree, Accounting and Business/Management
Gibson, Dunn & Crutcher LLP June 2015 - August 2015
Paul Hastings June 2014 - August 2014
Adobe Systems November 2011 - September 2013
Adobe Systems April 2011 - November 2011
Federal Reserve Board January 2011 - April 2011
Brigham Young University August 2009 - December 2010
Intel May 2010 - August 2010
JPMorgan Chase June 2009 - August 2009
National Bureau of Economic Research October 2008 - July 2009
Marathon Development Company June 2008 - August 2008
Skills
Leadership, Analysis, Finance, Data Analysis, Research, Management, Public Speaking, Economics, Accounting, Financial Analysis, Editing, Strategy, International Relations, Market Research, Entrepreneurship, Policy, Financial Modeling
Education
Stanford University Graduate School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
Stanford University Law School 2013 — 2017
Doctor of Law (J.D.)
Brigham Young University 2005 — 2011
B.A., Economics, Political Science
JPMorgan Chase May 2014 - Present
Longhorn Steakhouse April 2014 - July 2014
McDonald's Corporation September 2008 - April 2014
Moyers Insurance Agency July 2012 - July 2013
Skills
Customer Service, Time Management, Teamwork, PowerPoint, Social Media, Microsoft Office, Marketing, Microsoft Excel, Microsoft Word, Facebook, Social Media Marketing, Sales, Marketing Communications, Retail, Market Research, Event Planning, Social Networking, Advertising, Leadership, Marketing Strategy
Education
Brookdale Community College 2010 — 2014
Associate of Arts and Sciences (AAS), Marketing
Bank of America January 2015 - Present
Bank of America April 2011 - Present
JPMorgan Chase January 2002 - April 2011
HR Ease June 2000 - October 2001
Skills
Banking, Business Analysis, Offshoring, Analysis, Budgets, Business Intelligence, Business Process, Business Requirements, Business Strategy, Change Management, Disaster Recovery, Enterprise Software, Finance, Financial Risk, Financial Services, IT Management, IT Strategy, Internal Controls
Education
Brookdale Community College
AA, Broadcast Journalism, Marketing
Rutgers University
Brainworks October 2014 - Present
JPMorgan Chase June 2014 - Present
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Public Speaking, Customer Service, Financial Reporting, Accounting, Research, Banking
Education
Tarleton State University 2015 — 2019
Accounting
Brookhaven Community College 2013 — 2015
Newman Smith High School 2011 — 2015
High School Diploma
Standard Chartered Bank May 2015 - Present
JPMorgan Chase March 2013 - May 2015
Goldman Sachs & Co. June 2007 - September 2013
Allied Home Mortgage Corporation October 2005 - April 2007
Sovereign Bank April 2004 - October 2004
Skills
Employee Training, Risk Management, Management, AML, Financial Risk, Due Diligence, Business Analysis, FINRA, SharePoint, Analysis, Fixed Income, Operations Management, Project Management, Options, Derivatives, Internal Audit, Middle Office, Training, KYC, Auditing, Bloomberg, Emerging Markets, Equities, Financial Markets, Financial Services, Hedge Funds, Investment Banking, Operational Risk, Securities, Trading Systems, Structured Finance, Capital Markets, Anti Money Laundering
Education
University of Manchester Business School 2011 — 2012
ICA International Diploma in Anti Money Laundering
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
Bachelor, Science in Finance/ Minor in Spanish
Universidad Autonoma de Guadalajara, Mexico 2006 — 2006
Spanish
Brookdale Community College 2004 — 2006
Associate, Business Administration/Spanish
Pyatigorsk State Linguistic University (PSLU) 1999 — 2001
Associate, Government and Municipal Management
PrimeLending, A PlainsCapital Company August 2014 - Present
JPMorgan Chase June 2012 - August 2014
JPMorgan Chase November 2011 - June 2012
Bank of America November 2010 - November 2011
Bank of America April 2008 - November 2010
Bank of America April 2006 - April 2008
Fry's Electronics January 1999 - January 2004
Skills
Refinance, Operations Management, Retail Banking, Customer Service, Management, Sales, Customer Retention, Mortgage Banking, Customer Experience, Mortgage Lending, Credit, Banking, Loans, Finance, Residential Mortgages, FHA
Education
Brookhaven Community College
Accounting and Business/Management
Richland College 2001 — 2003
Business Administration
Jordan University of Science and Technology 1996 — 1999
Electrical Engineering
JPMorgan Chase March 2014 - Present
Rose Associates October 2013 - March 2014
JSpoor Tutoring September 2008 - October 2013
Morgan Stanley January 2013 - September 2013
HTDonline.com - A Service of Hartfield, Titus & Donnelly LLC. December 2011 - February 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Helping Clients Succeed, Bloomberg, Finance, Accounting, Analysis, Budgets, Asset Management, Financial Analysis, Public Speaking, Sales, Marketing
Education
Rowan University 2011 — 2013
Bachelor's degree, Finance and Financial Management Services
Brookdale Community College 2009 — 2011
Associate's degree, Business/Managerial Economics
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase June 2014 - August 2014
Verizon Wireless May 2013 - August 2013
Self Employed June 2011 - May 2013
Wall & Tong, LLP September 2010 - February 2011
Skills
C++, SQL, C#, Java, Python, PHP, Solidworks, Visual Basic, .NET, VB.NET, Matlab, Testing, CAD, Microsoft Office, Pspice, Patent Illustrations, Ruby on Rails, JavaScript, Android
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor’s Degree, Electrical and Computer Engineering minor in Computer Science, Graduated Magna Cum Laude
Brookdale Community College 2009 — 2011
High Technology High School 2007 — 2011
Wells Fargo October 2014 - Present
JPMorgan Chase September 2011 - February 2012
Progrexion January 2011 - September 2011
Ghana Government May 2009 - August 2009
Skills
Lead Generation, Account Management, Sales, Direct Marketing, Marketing Strategy, Email Marketing, Call Center, Marketing, Customer Service, Microsoft Word, Start-ups, Microsoft Excel
Education
BYU 2006 — 2010
Bachelor of Arts (B.A.), Economics
Brigham Young University 2006 — 2010
Bachelor of Arts (BA), Economics
JPMorgan Chase September 2009 - Present
Tubelite, Inc May 2007 - October 2008
Professional Image June 2004 - April 2007
AcuSport Corporation June 2000 - May 2004
Cardinal Health June 1998 - March 2000
Education
Kaplan University 2015 — 2017
Master of Healthcare Administration
Franklin University 2003 — 2007
BS
Brigham Young University - Idaho 1995 — 1998
A.A.S.
Raymond James Financial Service, Inc., Member FINRA/SIPC January 2011 - Present
JPMorgan Chase April 2009 - December 2010
Fidelity Investments 2000 - 2003
Skills
Portfolio Management, Holistic Financial..., Income Replacement..., Estate Planning, Life Insurance, Disability Insurance, Retirement Planning, Saving for Education, Personal Tax Planning, Annuities, CD Investing, Bond Investing, Strategic Financial..., Mutual Funds, Investments, Finance, Financial Services, Financial Planners, Bonds
Education
Brigham Young University 1986 — 1991
Bachelor's Degree, International Business Finance with a Minor in Managerial Economics
Brigham Young University - Hawaii 1983 — 1984
International Business
Terra Nova specialties August 2009 - Present
JPMorgan Chase March 2001 - August 2009
Skills
Research, Microsoft Office, Matlab, Microsoft Excel, C++, Molecular Biology, Data Analysis, Teaching, Java, C, PowerPoint, English
Education
Brigham Young University
Master of Business Administration (MBA), Business/Managerial Economics
Longhorn Catering January 2014 - Present
Sonterra Restoration August 2012 - Present
Rackspace Hosting March 2012 - April 2013
BBVA Compass December 2009 - December 2010
JPMorgan Chase December 2008 - January 2010
Griffin Brothers December 2006 - December 2008
Skills
Spanish-speaking, Financial Analysis, Marketing Communications, Investment Sales, Microsoft Office, Product Marketing, Business Analysis, Project Estimation, Construction Engineering, Equipment Installation, Rackspace Cloud, Cloud Marketing, Cloud Computing, Retail Banking, Sales, Marketing, Lead Generation, Business Development, Consulting, Customer Service, Management, Salesforce.com, Account Management, CRM, Leadership, SaaS, Sales Process, Solution Selling
Education
The University of Texas at San Antonio 2011 — 2013
Bachelor of Arts (B.A.), Political Science and Government
BYU-Idaho 2006 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo February 2012 - November 2014
JPMorgan Chase June 2011 - February 2012
GWFS March 2007 - March 2011
GE EQUITY October 2006 - March 2007
Countrywide CMD April 2006 - October 2006
Oak Street Mortgage April 2004 - April 2006
Saxon Mortgage October 1999 - April 2004
Skills
Mortgage Banking, USDA, FHA, Residential Mortgages, Credit, Loan Origination, Mortgage Lending, Refinance, Loss Mitigation, VA loans, Banking, Credit Analysis, Loans, VA Loans, FHA financing, Mortgage Underwriting, Underwriting, FHA Financing
Education
Court Reporting Inst. of Dallas 1991 — 1995
Court Reporting/Law
Brookhaven Community College 1985 — 1986
Business Administration and Management, General
Northwest 1983 — 1984
Business
ExWorks Capital September 2013 - Present
Interlink Capital Strategies May 2011 - Present
JPMorgan Chase January 2011 - May 2011
HandStands January 2010 - May 2010
Skills
Mandarin, Musical Instrument, Microsoft Office, Financial Modeling, Financial Analysis, Credit, Emerging Markets, Project Finance, Strategic Planning, Project Management, Restructuring, Corporate Finance, Entrepreneurship, Due Diligence, Business Valuation, Finance, Business Analysis
Education
Brigham Young University 2009 — 2011
BS, Business Management, Finance
At Home Senior Solutions March 2014 - April 2015
Asante January 2011 - January 2014
Asante Health System February 2011 - December 2012
Fiserv October 2009 - December 2010
PricewaterhouseCoopers 2008 - 2009 February 2008 - July 2009
Zions Bancorp 2004 - 2008 July 2004 - February 2008
JPMorgan Chase June 1997 - June 2004
Skills
Outlook, Event Planning, Recruiting, Microsoft Office, Microsoft Excel, Customer Service, Software Documentation, Management, Healthcare, Budgets, Visio, Event Management, Process Improvement, Team Building, Training, Employee Relations, Leadership, Human Resources, Marketing, Access, Analysis, Payroll, Time Management, Policy, Sales, Data Analysis, Data Entry, System Administration, PowerPoint, Team Leadership, Program Management, Microsoft Word, Organizational..., Nonprofits, Physician Onboarding..., Newsletters, Project Planning, Coaching, Physician Relations, Networking, Invoicing, Process Scheduler, Heavy Calendaring, Supervisory Skills, Customer Satisfaction
Education
Southern Oregon University 1984 — 1987
Associates Degree, Accounting Clerical/Administrative Office Management
Brigham Young University 1986 — 1986
Lewisville ISD August 1999 - Present
Washington Mutual August 1987 - November 1996
JPMorgan Chase August 1982 - July 1987
Kidder Peabody August 1980 - July 1982
Skills
Social Networking, Microsoft Office, Leadership, Teaching, Outlook, Troubleshooting, System Administration, Computer Hardware, Windows, Instructional Technology, Technology Integration, Access, System Deployment, Windows 7, E-Learning, Training, Active Directory, SharePoint, Networking, Windows Server, Servers, Microsoft Exchange, IIS, Disaster Recovery, VMware ESX, Backup Exec, vSphere, VMware vSphere
Education
University of North Texas 2012 — 2014
BAA Applied Technology
Brookhaven Community College 2011 — 2012
complete requirements, BAA in Applied Technologies
Kingsborough Community College 1978 — 1980
AAS, Accounting
St Edmunds Catholic High School 1974 — 1978
Academic
Mary Queen of Heaven 1966 — 1974
JPMorgan Chase March 2012 - Present
BB&T Capital Markets February 2010 - March 2012
Richardson July 2007 - February 2010
Executive English Publishing Corp. September 2005 - February 2010
Wachovia Capital Markets, LLC June 1991 - August 2005
Skills
Corporate Banking, International Banking, Credit Analysis, Coaching, Foreign Languages, Consultative Selling, Negotiation, Training Facilitation, Commercial Banking, Credit, Banking, Selling, Training, Business Development, Management, Financial Analysis, Trade Finance, New Business Development, Insurance, Portfolio Management, Risk Management, Strategy, Leadership, Loans, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2000
Executive Leadership Program
University of South Carolina - Darla Moore School of Business 1989 — 1991
Intl. MBA, Intl. Finance/Banking/German
Brigham Young University 1983 — 1989
B.A., Spanish, Political Science
JPMorgan Chase 2011 - Present
TD Bank NA 2007 - 2011
Monster.com 2005 - 2007
Bank of America January 2003 - December 2005
Skills
Analysis, Product Development, Mergers, Market Research, Strategic Planning, Full P&L Responsibility, Executive Management, People Development, Presentations, Retail Banking, Commercial Banking, Business Strategy, Business Planning, Small Business, Small Business Lending, Project Management, Influence Others, MBA, Marketing Strategy, P&L Management, Mergers & Acquisitions, Banking, Organizational..., Pricing, Sales, Strategy, Product Management, Leadership, Finance, Financial Services, Segmentation, Loans
Education
Ivey Business School at Western University 1998 — 2000
MBA
Brock University 1989 — 1994
BA
Dorrigo 1987 — 1988
JPMorgan Chase August 2011 - Present
Citigroup January 2011 - July 2011
Citigroup October 2006 - December 2010
Citigroup May 2005 - October 2006
JetBlue Airways May 2004 - August 2004
Ascend Alliance May 2003 - August 2003
The Church of Jesus Christ of Latter-day Saints July 2000 - July 2002
Education
Brigham Young University
BA, Political Science, Spanish
JPMC August 1996 - Present
JPMorgan Chase 1996 - Present
JPMorganChase 1996 - Present
JPMChase 1996 - Present
Education
British Columbia Institute of Technology 1984 — 1986
JPMorgan Chase October 2010 - Present
Bank of America November 2007 - October 2010
Wachovia March 2004 - November 2007
Skills
Portfolio Management, Equities, Fixed Income, Business Analysis, Investments, Series 7, Financial Modeling, Mutual Funds, Corporate Finance, Asset Management, Financial Services, Leadership, Banking, Due Diligence, Risk Management, Financial Analysis
Education
Wake Forest University 2006 — 2007
MBA, Business
Brigham Young University 1997 — 2002
JPMorgan Chase July 2012 - Present
Spooner Developments LLC November 2011 - Present
JPMorgan Chase June 2009 - July 2012
Skills
Business Analysis, Customer Service, Talent Acquisition, Finance, Troubleshooting, Problem Solving, Recruiting, Sales, Training, Microsoft Excel, Credit, Account Management, Retail, SharePoint, Quality Center, Product Development, Program Management, Microsoft Office, Product Marketing, Product Design, Business Planning, Small Business, Information Technology, Problem Analysis, Technology, Project Management, Leadership, Process Improvement, Refinance, Loans, Analysis, Banking, Vendor Management, Risk Management, Team Leadership, Business Development, Management, Team Building, Operations Management, Sales Management, Communication, IT Strategy, IT Audit, FHA financing, IT Solutions, Marketing, Market Research
Education
Brigham Young University- Idaho 2003 — 2008
Bachelor of Science (BS), Communications
A Financial Technology Company July 2013 - July 2014
Great Wall Research LLC November 2006 - June 2013
Sino Green Land Corporation April 2010 - February 2012
JPMorgan Chase February 2005 - October 2006
J.P. Morgan May 2002 - January 2005
JP Morgan May 2000 - May 2002
UBS November 1998 - May 2000
Deloitte & Touche LLP July 1997 - November 1998
Skills
Equities, Private Equity, Equity Research, Corporate Finance, Investment Banking, Valuation, Financial Modeling, Finance
Education
The University of Connecticut 1995 — 1997
Master of Business Administration (MBA), Finance, General, 3.91
Brigham Young University - Hawaii 1991 — 1995
Bachelor of Science (BS), Accounting, 3.93
Level 3 Communications May 2014 - Present
University of Colorado January 2014 - March 2014
Headwaters MB December 2012 - August 2013
JPMorgan Chase June 2009 - June 2012
JPMorgan Chase July 2007 - June 2009
Skills
Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Finance, Venture Capital, Microsoft Excel, Financial Services, Entrepreneurship
Education
University of Colorado at Boulder 2012 — 2014
Master of Business Administration (MBA), Finance
Brigham Young University - Idaho 2003 — 2007
B.S., Business Management, Finance, German
Zions Bancorporation April 2011 - Present
Sallie Mae Bank December 2009 - April 2011
ProPay Inc April 2006 - December 2009
JPMorgan Chase January 1996 - April 2006
Skills
Credit, Risk Management, Banking, Credit Analysis, Underwriting, Financial Services, Credit Cards, Management, Payment Systems, Electronic Payments, Relationship Management, Portfolio Management, Auditing, Financial Risk, Process Improvement, Credit Risk, Executive Management, Payments, Loans, Analytics, Consumer Lending, Treasury Management, Operational Risk..., AML, Financial Modeling, Operational Risk, Commercial Lending, Finance, Corporate Finance, Commercial Banking
Education
Brigham Young University 1977 — 1980
Business Management, Finance
Citi June 2011 - Present
JPMorgan Chase December 2007 - June 2011
Skills
Customer Service, Negotiation, Team Building, Contract Negotiation, Mortgage Servicing, Team Leadership, Sales Management, Call Centers, Asset Management, Banking, Credit, Leadership, Loans, Loss Mitigation, Management, Marketing, Mortgage Banking, Mortgage Lending, Portfolio Management, Property, Quality Assurance, REO, Real Estate, Risk Management, Sales, Selling, Short Sales, Vendor Management
Education
Brigham Young University - Idaho
Utah State University
McKinley Strategy Group November 2014 - Present
International Student Advising 2010 - 2012
INTI College Malaysia 2010 - 2010
Po Leung Kuk Yao Ling Sun College 2007 - 2008
China Arts 1994 - 1996
JPMorgan Chase 1984 - 1986
Deak Perera 1979 - 1980
Skills
Curriculum Development, Teaching, Public Speaking, Higher Education, Curriculum Design, Instructional Design, Educational Leadership, Lesson Planning, Staff Development, Classroom, Microsoft Office, PowerPoint, Microsoft Word, Editing, Finance, International Relations, Globalization
Education
Walden University 2010 — 2014
Doctor of Education (Ed.D.), Higher Education Leadership, 4.0 GPA
Brigham Young University 1982 — 1984
Master of Business Administration (MBA), International Business, Graduated Top Third with several Distinctions
The George Washington University 1978 — 1980
BA, International Relations and Affairs
OptumHealth Bank 2007 - November 2009
JPMorgan Chase October 2004 - December 2007
Comcast February 1990 - January 2003
Skills
Process Improvement, Project Management, Customer Retention, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Call Center, Vendor Management, Customer Experience, Marketing Strategy, Customer Satisfaction, CRM, Call Centers, Banking, Operations Management, Training, Budgets, Leadership, Business Analysis, Team Leadership
Education
Brigham Young University - Idaho 1987 — 1989
Associate of Science, Physical Sciences
University of Utah
Service Corporation International February 2008 - Present
JPMorgan Chase July 2007 - December 2007
Brigham Young University September 2006 - April 2007
Bixmor Property Group Formerly Centro Properties 2004 - 2006
Skills
Non-profits, Resume Writing, Career Counseling, Public Speaking, Employee Relations, Leadership Development, Training, Organizational..., Performance Management, Executive Coaching, Human Resources, Recruiting, Conflict Resolution, Employee Benefits, Nonprofits, Deferred Compensation, Personnel Management, Leadership, Microsoft Office, Coaching, Talent Management
Education
Brigham Young University 2005 — 2007
Master of Public Administration (MPA), Emphasis Human Resources, 3.29
Brigham Young University 1999 — 2005
Bachelor of Science, Sociology, minors in Family Life and Communications, 3.22
LDS Church Corporate Card Program ManagerThe Church of Jesus Christ of Latter Day Saints2006 - Present
JPMorgan Chase August 1997 - October 2006
Skills
Public Speaking, Leadership, Team Leadership, Leadership Development, Business Analysis, Process Improvement, Program Management, Management, Risk Management, Agile Methodologies
Education
Brigham Young University 1988 — 1995
JPMorgan Chase May 2009 - Present
Washington Mutual, Inc. July 2008 - May 2009
Washington Mutual July 2005 - June 2008
Skills
Spanish, Banking, Commercial Banking, Financial Services, Mortgage Lending, Financial Analysis, Loans, Credit, Investments, Portfolio Management, Cash Management, Customer Service, Analysis, Finance, Management, Retail Banking, Leadership, Microsoft Office, Loan Origination, Sales, Corporate Finance, Team Building, Public Speaking
Education
Brigham Young University 2002 — 2005
Bachelor's of Science, Business Management, Financial Services Emphasis
Hazlet Township Public School District May 2009 - Present
JPMorgan Chase August 2007 - Present
JPMorgan Chase April 2001 - Present
Chase Home Finance 1983 - Present
Skills
Mortgage Lending, Loans, Credit, Mortgage Banking, Financial Services, Loan Servicing, Risk Management
Education
Brookdale Community College
Humana June 2011 - Present
Adventist Health System February 2011 - August 2011
Peak Systems July 2009 - April 2011
LightPort, Inc. March 2010 - February 2011
Apex Systems (Moffitt Cancer Center) January 2010 - March 2010
Tech Data June 2009 - July 2009
JPMorgan Chase February 2008 - November 2008
Verizon Data Services June 2007 - January 2008
Premier Mortgage Funding October 2005 - June 2007
Cimarron Mortgage July 2003 - September 2005
Skills
Problem Solving, Active Directory, Sales Support, Pricing, Product Management, Technical Services, Customer Service, Project Management, Remote Desktop, Windows 7, Bomgar, Avaya IP Telephony, Adobe Acrobat, Symantec Endpoint..., Lexmark Printers, CompTIA Network+..., MCDST, Sales Operations, Cross-functional Team..., Strategy, Software Documentation, Troubleshooting, Integration, Avaya, Windows Services, Team Leadership, Product Marketing, Technical Support, Networking, Analysis, Call Centers, Project Planning, Testing, Servers, Data Center, Outsourcing, Training, Vendor Management, Management, Leadership, TCP/IP, Network Administration, Switches, Cisco Technologies, Process Improvement, Visio, Customer Satisfaction, Windows, Pre-sales, Sales
Education
Monmouth University
BS, Business Administration
Brookdale Community College
Associate of Science (A.S.), Business Administration, Management and Operations
JPMorgan Chase January 2013 - Present
Skills
Adobe Data Workbench..., Adobe Data Workbench..., Big Data, Analytics, SQL, Databases, C#, Project Management, Business Intelligence, Software Development, Software Engineering, Agile Methodologies, SaaS, SharePoint, JavaScript, Eclipse
Education
Brigham Young University 1995 — 2001
Bachelor's degree, Computer Science
Nielsen March 2007 - March 2013
JPMorgan Chase June 2006 - October 2006
VeriFone March 2005 - June 2006
John Hancock Financial Services August 2001 - March 2005
VF Corporation November 1999 - August 2001
Eggs Transport July 1997 - August 1999
Education
University of South Florida - College of Business Administration 2004 — 2009
MBA, Management, International Management and MIS concentrations
University of South Florida 2002 — 2004
BS, Management Information Systems
Bristol Community College 1990 — 1993
AA, Pre-professional
JPMorgan Chase January 1998 - Present
Education
Brigham Young University
BS, Sociology
JPMorgan Chase July 2013 - Present
JPMorgan Chase August 2012 - June 2013
JPMorgan Chase February 2010 - July 2012
JPMorgan Chase September 2000 - January 2010
Education
Brigham Young University 1993 — 2000
Bachelor of Arts, Philosophy
Chase June 2015 - Present
Wingspan Portfolio Advisors July 2013 - January 2014
REDC Default Solutions February 2013 - July 2013
JPMorgan Chase November 2005 - February 2013
Countrywide Home Loans January 2001 - February 2005
Countrywide Home Loans September 1999 - September 2001
Skills
Mortgage Servicing, Loss Mitigation, Loans, Banking, LPS, Loan Servicing, Mortgage Banking, Default, Call Center, Customer Service, Microsoft Excel, Process Improvement, FHA, Residential Mortgages, Portfolio Management, Bankruptcy, Analysis, Credit Analysis, Consumer Lending, Call Centers, Loan Modifications, Mortgage Underwriting, HAMP, Leadership, Short Sales, Foreclosures, Management, Finance, Financial Services, Asset Management, Performance Management, FNMA, FHLMC, Skip Tracing, Negotiation, Home Equity Lines of..., Coaching, Training, Real Estate Transactions, Government Loans, Home Equity Loans, LPS Desktop, Access, Non-Conforming, PeopleSoft, Visio, Mortgage Modification, Home Equity, NMLS Licensed, Mortgage Insurance
Education
Brookhaven Community College
Citibank June 2006 - March 2008
JPMorgan Chase March 1997 - November 2005
Education
Brookhaven Community College 2008 — 2010
University of Montana 1989 — 1994
B.S., Business Administration
JPMorgan Chase October 2011 - April 2015
MetLife May 2011 - September 2011
Deutsche Bank August 2006 - April 2011
Comcast Cable April 2005 - June 2006
Education Testing Services February 2003 - April 2005
First Energy Corporation January 2000 - January 2003
Salmon Smith Barney January 2000 - January 2001
Skills
Access, Data Analysis, Business Intelligence, Analysis, Financial Reporting, Programming, Budgets, SQL, MIS, Business Analysis, SAP, Management, Risk Management, Program Management, Microsoft Excel, Microsoft Office, Project Management, Budgeting, HR Project Management, Project Portfolio..., Global Compensation, Deferred Compensation, Leadership
Education
New Jersey Institute of Technology 2012 — 2013
Master's degree, Business and Information Systems
New Jersey Institute of Technology 2005 — 2010
BS, Computer Science
Brookdale Community College
Computer Science - Associates
The Resume Place 2011 - Present
JPMorgan Chase May 2001 - November 2008
JP Morgan Chase 1986 - 2008
JPMorgan Chase January 1997 - April 2001
JPMorgan Chase February 1993 - December 1996
JPMorgan Chase May 1986 - February 1993
Education
Brookdale Community College
Associate of Science, Computer Science
Monmouth University
Bachelor of Arts, Sociology
New York University - Polytechnic School of Engineering
Master of Science in Management, Information Management
JPMorgan Chase 2004 - 2008
Education
Brigham Young University 1987 — 1995
B.S. - Mathematics, Mathematics, Computer Science, Electrical Engineering
Sierra Pacific Mortgage January 2009 - Present
JPMorgan Chase December 2005 - December 2008
Partners Mortgage January 2000 - November 2005
JPMorgan Chase January 1996 - December 1999
JPMorgan Chase January 1992 - December 1995
Bank of America July 1989 - December 1991
Bank of America January 1988 - July 1989
Bank of America July 1985 - December 1987
Skills
Mortgage Lending, FHA, Loans, Mortgage Banking, Refinance, Home Equity Loans, Finance, Loan Origination, Investments, Banking, FHA financing, VA loans, Condos, Residential Mortgages, Reverse Mortgages, Residential Homes, Underwriting, Investment Properties, First Time Home Buyers, Real Estate Economics, Foreclosures, Funding, Credit, USDA, Consumer Lending, Loan Servicing, Government Loans, Investors, Real Estate Transactions, Sellers, Certified Mortgage..., Construction Loans, REO, Financial Structuring, Financial Services, Credit Analysis, Real Estate Financing, Small Business, Commercial Mortgages, Real Estate, Short Sales, Small Business Lending, HUD, Mortgage Underwriting, Commercial Lending, Mortgage Marketing, Home Equity Lines of..., Loss Mitigation, Mortgage Servicing, Referrals
Education
Brigham Young University 1983 — 1985
Marriott School-MBA, Finance, Graduated in "Top Ten Percent of Class"
Brigham Young University 1978 — 1985
Bachelor of Arts (B.A.), Economics
Canyon Capital Advisors October 2014 - Present
Highland Capital Management May 2008 - September 2014
Goldman Sachs August 2005 - April 2008
JPMorgan Chase July 2003 - July 2005
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance and Strategy
Brigham Young University 1991 — 1997
BS, Economics
First Guaranty Mortgage Corporation August 2014 - Present
ISGN August 2012 - June 2014
Shelter Mortgage July 2010 - August 2012
JPMorgan Chase May 2009 - January 2011
Mercedes Homes Mhi Mortgage November 2005 - May 2009
Mortgage Loan Specialists 2003 - 2004
Certified Mortgage Associates 1998 - 1999
Management Mortgage Corp 1986 - 1997
Education
Brookdale Community College 1998 — 2000
Associate, Arts
MHS
G&F Financial Group May 2013 - Present
Vancity October 2008 - May 2013
JPMorgan Chase October 2007 - August 2008
Telco Management Inc. June 2007 - September 2007
Skills
Financial Analysis, Credit Risk, Financial Services, Customer Service, Sales, Finance, Consumer Lending, Team Leadership, Relationship Management, Cash Management
Education
British Columbia Institute of Technology 2010 — 2010
Delhi University 1982 — 1985
Bachelor of Commerce (B.Com.), Commerce & Economics
Ascent Home Loans Incorporated September 2008 - Present
WACHOVIA MORTGAGE, FSB, Brentwood, TN September 2007 - September 2008
JPMorgan Chase June 2006 - July 2007
Strategic Asset Services, Inc. February 2003 - May 2006
1st Metropolitan Mortgage November 1999 - January 2003
Education
Brigham Young University
Business
Rabobank August 2015 - Present
UNCLE Credit Union February 2015 - August 2015
Comerica Bank April 2007 - April 2012
JPMorgan Chase 2004 - 2007
Skills
Coaching, Leadership, Management, Banking, Loans, Credit, Commercial Banking, Mortgage Lending, Small Business Lending, Retail Banking, Portfolio Management, Consumer Lending, Financial Analysis, Investments, Loan Origination, Financial Services, Finance, Sales, Lines Of Credit, Branch Banking
Education
Brigham Young University - Idaho 2014 — 2017
Business Development
Hilsdale High 1994 — 1997
Cardinal Financial, LP May 2015 - Present
Microtel Inn & Suites by Wyndham May 2008 - May 2015
JPMorgan Chase October 2007 - May 2008
Meridias Capital 2004 - 2007
Hampton Inn & Suites May 1998 - May 2002
Skills
Hotel Management, Revenue Analysis, Hospitality Industry, Hospitality Management, Lodging, Hotels, Hospitality, Front Office, Customer Service, Inventory Management, Team Building, Budget, Sales Management, Purchasing, Sales, Marketing Strategy, Public Relations, Budgets
Education
Brigham Young University 1991 — 1998
Bachelor of Science (BS), Hospitality Administration/Management
Canada Revenue Agency September 2008 - Present
Canada Revenue Agency September 2006 - September 2008
JPMorgan Chase May 2004 - August 2006
Skills
Project Management, Project Planning, Business Analysis, Data Analysis, Budgets, Financial Reporting, Microsoft Excel, Internal Controls, Policy, Analysis, Financial Accounting, Government, Customer Service, Program Management, Financial Analysis, Access, Policy Analysis, Risk Management, Accounting, Auditing, Finance
Education
Brock University 1987 — 1991
Bachelor of Business Economics, Macro Economics & Finance
Corix Utilities Inc. February 2011 - Present
Covenant House Vancouver October 2010 - November 2010
JPMorgan Chase 2004 - 2010
The Loyalty Group 2002 - 2002
Skills
Talent Acquisition, Human Resources, Succession Planning, Recruiting, HRIS, Project Planning, Performance Management, Negotiation, Employee Benefits, Talent Management, Employee Engagement, Sourcing, HR Policies, Management, Employee Relations, Interviews, Hiring, Leadership, Leadership Development, Employee Training, Onboarding, Coaching, Training, Applicant Tracking..., Benefits Administration, Personnel Management, New Hire Orientations, Job Fairs, Deferred Compensation, Labor Relations, Workforce Planning
Education
University of Toronto - Woodsworth College 2002 — 2002
British Columbia Institute of Technology
HARLEY-DAVIDSON FINANCIAL SERVICES March 2008 - Present
Merrill Lynch July 2005 - March 2008
JPMorgan Chase November 1999 - June 2005
JP MORGAN CHASE (BANK ONE) April 1997 - November 1999
Market Research January 1996 - April 1997
JP MORGAN CHASE (BANK ONE) June 1994 - December 1995
Skills
Process Improvement, Financial Analysis, Analysis, Analytics, Banking, Business Intelligence, Credit, Finance, Forecasting, Information Management, Management, Portfolio Management, Program Management, Project Management, Risk Management, Sales, Credit Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
Brigham Young University 1988 — 1994
BA, Economics, Statistics
Brigham Young University
Bachelor of Arts, Economics
JPMorgan Chase & Co. May 2012 - Present
JPMorgan Chase April 2010 - April 2012
Skills
SDLC, Business Analysis, Software Project..., Vendor Management, Requirements Analysis, Requirements Gathering, PMO, IT Strategy, Visio, Project Portfolio..., Enterprise Architecture, Project Management, Business Requirements, Mainframe, DB2, CICS, Fileaid, VSAM, PMP, Risk Management, Process Improvement, IT Management
Education
British Columbia Institute of Technology
Bachelor's degree, Computer Science
Vancity September 2013 - Present
CIBC June 2010 - August 2013
JPMorgan Chase April 2008 - March 2010
E-Care Contact Centers 2010 - 2010
McDonald's Restaurants of Canada Limited November 2005 - April 2008
Skills
Customer Satisfaction, Training, Time Management, Management, Team Leadership, Customer Service, Teamwork, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Banking
Education
Simon Fraser University 2013 — 2015
Bachelor of Arts (BA), Psychology
Douglas College 2010 — 2013
Associate of Arts (AA), Psychology
British Columbia Institute of Technology 2007 — 2009
Business
Frank Hurt Secondary School
Keystone Electric Ltd February 2011 - Present
JPMorgan Chase July 2004 - January 2011
Protel Network Design 2003 - 2004
Sprint Canada 2000 - 2002
Sprint Canada 1999 - 2000
Education
British Columbia Institute of Technology 1998 — 1999
Diploma, Telecommunications Technician
Bank of America Merrill Lynch February 2013 - Present
JPMorgan Chase June 2012 - February 2013
Pro Unlimited- Novell August 2011 - June 2012
JPMorgan Chase June 2011 - August 2011
Mark Steel Jewelry January 2000 - June 2011
The Church of Jesus Christ of Latter-day Saints August 2007 - August 2009
Nuskin Enterprises January 2006 - May 2006
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Handmade Jewelry, Financial Statement..., Debt Structuring, Industry Analysis, Collateral Analysis, A/R Collections, Customer Service, Training, Languages, Microsoft Excel, Microsoft Word, Microsoft Powerpoint
Education
Brigham Young University 2009 — 2012
Bachelor of Science, Business Management-Finance
Brigham Young University 2007 — 2012
Bachelor of Science (BS), Business Management, Finance Emphasis
Metro Public Adjustment, Inc. September 2012 - Present
Ernst & Allen, LLC 2010 - Present
U.S. Census Bureau, Department of Commerce 2009 - 2010
Macys 2007 - 2009
Municipality of Freehold Township 2004 - 2006
JPMorgan Chase 2003 - 2004
Citibank 2002 - 2003
Alltell information Services 1989 - 2002
First Financial Savings Bank 1986 - 1989
United States Army 1979 - 1986
Skills
Investments, Customer Service, Sales, Financial Analysis, Marketing Strategy, Training
Education
Alltel Information Services 1989 — 2002
Brookdale Community College
Associate of Arts (AA), Business Administration and Management
U.S. Army Recruiting School, Fort Benjamin Harrison, Indiana
U.S. Army Drill Sergeant Academy, Fort Leonardwood, Missouri
U.S. Army Infantry School, Fort Benning, Georgia 1979 — 1979
Rutgers University 1975 — 1977
JPMorgan Chase 1989 - 2010
First National Bank of Tulsa 1984 - 1989
First National Bank of Arizona 1984 - 1989
Wells Fargo 1979 - 1984
Wells Fargo Bank and Trust Company 1978 - 1982
Los Angeles Area Council, Boy Scouts of America & Tahoe Area Council, BSA 1965 - 1978
Education
University of Phoenix 1985 — 1987
Master's Degree, Management of Human Relations and Organizational Behavior, 3.5 out of a 4.0
Brigham Young University 1962 — 1964
Bachelor's Degree, Business Administration and Management, General, 3.5 out of a 4.0
Bakersfield Junior College 1960 — 1962
undergraduate business administration, 3.0 out of a 4.0
Minutemen Equity Fund December 2012 - December 2013
U of Massachusetts Amherst Investment Club January 2012 - December 2013
JPMorgan Chase June 2013 - August 2013
Coastal Career Academy May 2012 - September 2012
Colonial Wholesale Beverage June 2010 - May 2011
Skills
Microsoft Excel, Product Marketing, Minitab, OS X, Fundraising, PowerPoint, Bloomberg, Data Analysis, Strong Communication, Mac OS X, Vendor Managed Inventory, Public Speaking, Teamwork, Social Media, Access
Education
Isenberg School of Management, UMass Amherst
Bachelor of Arts, Finance, GPA: Cumulative - 3.8, Major - 3.9
Bristol Community College 2009 — 2011
Bachelor of Arts, Business Administration, GPA: Cumulative - 3.7
Undisclosed June 2010 - Present
JPMorgan Chase December 2009 - June 2010
Sun National Bank October 2008 - December 2009
Skills
Consumer Lending, Commercial Lending, Banking, Cross Selling, Commercial Banking, Loans, Investments, Financial Analysis, Customer Service
Education
Kean University 2005 — 2007
Bacholar of Science, Management
Brookdale Community College 2001 — 2004
Associates of Science, Small Business Management
JPMorgan Chase September 2013 - May 2014
RemX Specialty Staffing August 2013 - September 2013
BYU-Idaho, Food Services January 2010 - July 2013
Homestead Assisted Living April 2012 - July 2012
Skills
Public Speaking, Microsoft Word, Microsoft Excel, Microsoft Power Point, Medical Terminology, Excel VBA, Healthcare, Microsoft Office, Access, Data Entry, Healthcare Management
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor of Science (BS), Health/Health Care Administration/Management, 3.0
JPMorgan Chase September 2011 - Present
Education
Brookdale Community College 2011 — 2013
JPMorgan Chase March 2008 - Present
Capital One April 2008 - August 2010
Cambridge Bill Review Technology Center/ Coventry Healthcare April 2003 - May 2008
Education
Brookhaven Community College
Bank of America February 2011 - Present
Llyod Ward Associates September 2009 - January 2011
JPMorgan Chase May 2008 - September 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, AS400 system
Education
Brookhaven Community College 2009 — 2011
Finance/ Business Administration
Brookhaven Community College 2004 — 2005
Real Estate
Department of Defense August 2012 - Present
JPMorgan Chase April 2005 - April 2013
Skills
Research, analyzing and..., Computer skills with..., Coaching staff and..., Mathematics calculations, Photographic Memory, Public Speaking, Ability to pay..., Small Business, Conflict Resolution, Time Management, Coaching, Critical Thinking, Training
Education
Brigham Young University
Bachelor of Science (BS), Sociology
The University of North Dakota
Mathematics