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
East Palo Alto Teen Home May 2014 - Present
Safe Haven Family Network April 2013 - April 2014
Lender Processing Services, Inc. (LPS) June 2008 - October 2012
JPMorgan Chase July 2000 - December 2006
Skills
Customer Service, Criminal Justice, Social Services, Customer Satisfaction, Microsoft Office, Team-oriented, Passion for Helping..., Success Driven, Motivation, Dependable Team Player, Asset Management, Pay Close Attention to..., Conflict Resolution, Decision Analysis, Passionate about work, Data Entry, Analysis
Education
Springfield College 2009 — 2013
Bachelor's degree, Human Services, Crimina Justice
Bryant and Stratton College-Milwaukee 2007 — 2007
Certified Clinical Medical Assistant, Medical/Clinical Assistant
The 41st Parameter November 2013 - Present
JPMorgan Chase 2010 - 2013
American Express 2008 - 2010
Impact-Marcom 2002 - 2007
IBM 1996 - 2002
Education
Brunel University 1993 — 1995
Bachelor's Degree, Business Administration and Management, General, 2.2
Rubicon Holdings Incorporated August 2012 - Present
Accelerant Inc. August 2012 - Present
One Group Inc May 2012 - December 2014
Expense Reduction Analysts August 2004 - August 2013
Nipmuc Regional High School March 2007 - September 2012
Rubicon Holdings Incorporated January 2003 - August 2012
State Street Corporation May 1999 - May 2005
JPMorgan Chase 1994 - 1998
Brown Brothers Harriman and Co. 1992 - 1995
Skills
Business Strategy, Investments, Analysis, Executive Management, Management Consulting, Strategic Planning, Financial Services, Business Planning, Start-ups, Entrepreneurship, Project Management, Consulting, Strategy, Business, Strategic Partnerships, Management, Business Development, Mergers & Acquisitions, Financial Analysis, New Business Development, Leadership, Forecasting, Business Process..., Competitive Analysis, Financial Modeling, Due Diligence, Managerial Finance, Finance, Outsourcing, Human Resources, Enterprise Software, Business Analysis, Process Improvement, Program Management, Team Building
Education
University of Phoenix 2002 — 2004
MBA, Management
Bryant University 1989 — 1992
BSBA, Finance
Bishop Feehan High School 1983 — 1987
High School Diploma, General
John J Ahern Middle School
JPMorgan Chase July 2011 - Present
Skills
Strategic Planning, Credit, Sales, Real Estate, Loans, Investments, Training, Negotiation, Finance, Business Development, Financial Services, Marketing Strategy, Executive Management, Underwriting, Banking, Strategy, Investment Properties, Customer Service
Education
Florida State University 2000 — 2001
Certified Finanacial Planning
University of Wisconsin-Milwaukee - School of Business Administration 1979 — 1982
Associates, Business, Management, Marketing, and Related Support Services
Bryant and Stratton College 1979 — 1980
Associates, Business/Marketing
JPMorgan Chase June 2014 - Present
Brown Brothers Harriman August 2012 - May 2014
Boston Financial Investment Management June 2012 - September 2012
Northwestern Mutual March 2011 - September 2011
Eaglebrook School April 2006 - September 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Market Research, Financial Modeling, Investments, Access, Analytics, Customer Service, Economics, Financial Risk, General Ledger, Social Networking, Microsoft Office, Sales, Bloomberg, Accounting, Mutual Funds, Fund Accounting, Financial Statement..., Valuation, Securities, Derivatives, Bloomberg Terminal, Portfolio Management, Financial Services
Education
Bryant University 2008 — 2012
Bachelor of Science (B.S.) Business Administration, Finance
Frontier Regional High 2004 — 2008
City of Houston February 2011 - Present
City of Houston Municipal Courts April 2008 - Present
City of Houston One Call Solution 2008 - 2013
JPMorgan Chase February 2005 - March 2008
Houston Texas February 2002 - March 2008
Skills
Public Speaking, Non-profits, Filing, Leadership, Nonprofits
Education
Bryant and Stratton College 2014 — 2016
Bachelor's Degree, Accounting and Finance
Bryant & Stratton University 2010 — 2012
Associate of Science (A.S.), Human Resource Specialist
Scurry-Rosser High School
Diploma
JPMorgan Chase & Co. August 2014 - Present
JP Morgan Chase October 2013 - August 2014
JPMorgan Chase July 2011 - September 2012
The Millennium Group January 2010 - July 2011
Chartis - AIG Private Client Group January 2004 - September 2009
Skills
Continuous Improvement, Operations Management, Customer Service, Leadership, Project Management, Management, Process Improvement, CRM, Microsoft Excel, Business Process..., Cross-functional Team..., Coaching, Strategic Planning, Insurance, Training, Quality Assurance, PowerPoint, Underwriting, New Business Development, Quality Management, Software Documentation, Time Management, Risk Management, Microsoft Word, Customer Retention, Account Management, Change Management, Team Management, Data Analysis, Business Analysis, Project Planning, Team Building, Policy, Visio, Process Scheduler, Lean Manufacturing, Microsoft Office, Pricing, Team Leadership, Inventory Management, Manufacturing, Analysis, Troubleshooting, Access, Negotiation, Lotus Notes, Marketing Strategy, Customer Satisfaction, Sales, Budgets
Education
University of Phoenix 2007 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.7
Bryant and Stratton College-Milwaukee 1993 — 1995
Associate of Science (A.S.), Electrical and Electronics Engineering, 3.1
Omni Park Health Care March 2014 - Present
Barristers of Ohio November 2012 - November 2013
Greater Cleveland Regional Transit Authority April 2012 - June 2012
JPMorgan Chase April 2000 - September 2010
Bristol West Insurance Group September 2008 - August 2009
Weltman, Weinberg & Reis December 2004 - March 2006
Skills
Microsoft Office 2007, Office 2010, General Office..., Underwriting, Office Management, Customer Service, Mortgage Lending, Training, Telephone Skills, Finance, Fax, Project Planning, Negotiation, Administrative..., Interviews, Lotus Notes, Software Documentation
Education
Bryant & Stratton College-Cleveland 2011 — 2012
Associate's degree, Business Administration and Management, General
American Express OPEN March 2015 - Present
American Express May 2013 - March 2015
JPMorgan Chase June 2012 - May 2013
Northwestern Mutual May 2011 - August 2011
Skills
Lead Generation, Marketing Analytics, Email Marketing, Customer Acquisition, B2B Marketing, Multi-channel Marketing, Demand Generation, Marketing Automation, Financial Analysis
Education
Brown University 2008 — 2012
BA, Economics
Campolindo High School 2004 — 2008
EverBank November 2013 - Present
Wells Fargo Home Mortgage June 2009 - October 2013
JPMorgan Chase April 2006 - May 2009
Skills
Mortgage Lending, Loans, Finance, Mortgage Banking, Loan Origination, Refinance, FHA, Residential Mortgages, Investments, Financial Analysis, VA loans, Credit, FHA financing, USDA, Valuation, Banking, Real Estate, Investment Properties, First Time Home Buyers, Financial Modeling
Education
Bucknell University 1995 — 1999
BA, Economics
AdRoll October 2013 - Present
OkCupid Labs April 2012 - July 2013
JPMorgan Chase March 2010 - August 2011
Five Passes, LLC May 2009 - December 2009
Duowei Times June 2009 - August 2009
Strait Talk January 2007 - May 2009
Argon Corporation September 2002 - May 2005
Skills
Chinese, SQL, C, Perl, Microsoft Office, C++, Java, Adobe Creative Suite, Mandarin, Python, CoffeeScript, Entrepreneurship, International Relations, Dating Coach, Crushing, Board Games, JavaScript, Programming, Software Development
Education
Brown University 2005 — 2009
BA, East Asian Studies, Computer Science
Harbin Institute of Technology, Harbin, China 2008 — 2008
Mandarin Chinese Language
Beijing Normal University, Beijing, China 2007 — 2007
Mandarin Chinese Language
Great Neck North High School 2001 — 2005
Citizens Bank August 2015 - Present
JPMorgan Chase May 2010 - July 2015
One Source Visual Marketing Solutions October 2008 - February 2010
Countrywide Home Loans November 2006 - July 2008
Kellwood Company November 2005 - November 2006
Catherine Abbate Ltd June 2003 - October 2005
Skills
Email Marketing, Competitive Analysis, Advertising, Leadership, Marketing Communications, Management, Account Management, Sales, Public Relations, Project Management, Budgets, Time Management, Direct Mail, Mortgage Lending, Loan Origination
Education
Bryant University 1999 — 2003
Bachelor of Science (BS), Marketing
JPMorgan Chase September 2012 - Present
Boy Scouts of America - Del-Mar-Va Council 2003 - 2013
Maternal and Child Health Consortium January 2008 - November 2012
The Episcopal Church of Saints Andrew and Matthew 2006 - 2010
Delaware State University January 2005 - January 2008
Christina School District 2001 - 2005
Neighborhood House, Inc January 1999 - January 2001
First USA Bank January 1993 - January 1997
First USA/Bank One 1987 - 1995
First USA Bank January 1989 - January 1993
Skills
Non-profits, Grant Writing, Teaching, Fundraising, Public Speaking, Strategic Planning, Budgets, Event Planning, Project Management, Capital Projects, Performance Management, Payroll and Benefits..., Training, System Administration, Policy, Payroll, Nonprofits, Management, Higher Education, Financial Analysis, Community Development, Community Outreach, Leadership
Education
Bryn Mawr College 2012 — 2012
Certificate Program, Nonprofit Executive Leadership Institute
Wilmington University 2002 — 2004
Master of, Education
State University of New York College
Bachelor, Science Economics
Widener University
Master, Science Accounting
American Institute of Physics 2003 - Present
JPMorgan Chase 1996 - 2003
Education
Bryn Mawr College
BA
Village of North Syracuse June 2015 - Present
In My Father's Kitchen October 2013 - Present
Village of North Syracuse March 2014 - June 2015
Raymour & Flanigan March 2012 - February 2014
Mazedude Productions May 2006 - May 2013
Belle Jolie July 2011 - July 2012
JPMorgan Chase September 2011 - March 2012
Wynit Distributors LLC April 2010 - August 2011
Village of North Syracuse December 2009 - February 2010
Los Angeles Public Library January 2008 - August 2008
Skills
Microsoft Office, Notary Public, Account Management, Accounts Receivable, Accounting, Outlook, Financial Analysis, Invoicing, Account Reconciliation, Accounts Payable, Microsoft Excel, Customer Service, Microsoft Word, Cross-functional Team..., Training, Time Management
Education
Colorado Christian University 2014 — 2016
Bachelor of Applied Science (B.A.Sc.), Organizational Management in Project Management
Colorado Christian University 2014 — 2015
Certificate, Bible/Biblical Studies
Bryant & Stratton College 2009 — 2010
Associate of Occupational Studies, Accounting
Granada Hills High School
High School Diploma
PATH July 2015 - Present
IHI April 2015 - July 2015
Private Sector Health Alliance of Nigeria June 2015 - June 2015
Non-Profit Organization January 2015 - April 2015
JPMorgan Chase February 2012 - December 2014
Abbott Laboratories October 2008 - July 2010
Abbott Laboratories February 2005 - October 2008
Abbott Laboratories 2001 - 2004
Skills
Market Research, Pharmaceutical Industry, Market Analysis, International Research, Marketing Research, Qualitative Research, Consumer Behaviour, Segmentation, Analytics, Customer Insight, Project Management, Cross-functional Team..., Data Analysis, Strategy, Focus Groups, Marketing Strategy, Quantitative Research, Marketing Management, Training, Infant Mortality, Neonatology, Relationship Management, Healthcare, Management, Research
Education
Penn State University 2010 — 2012
Master of Science (MS), Marketing - Consumer Behavior
Lake Forest Graduate School of Management 2003 — 2005
MBA, International Management
Bryn Mawr College 1997 — 2001
A.B., Chemistry, Economics (Minor)
JPMorgan Chase July 2014 - Present
Bucknell University Student Calling September 2010 - May 2014
United States Secret Service June 2013 - August 2013
Mind of a Leader Academy September 2012 - October 2012
Brooklyn District Attorney May 2012 - August 2012
Skills
PowerPoint, Customer Service, Analysis, Microsoft Excel, SPSS, Leadership
Education
Bucknell University 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
Danish Institute for Study Abroad 2012 — 2012
International Law and Legal Studies
Fiduciary Trust Company January 2013 - Present
St. Bartholomew's Church February 2008 - June 2010
Fiduciary Trust Company January 2007 - February 2008
JPMorgan Chase August 2005 - January 2007
JPMorgan Chase May 1999 - August 2005
Skills
Fundraising, Non-profits, Event Management, Analysis, Grants, Microsoft Word, Asset Management, Leadership, Volunteer Management, Planned Giving, Project Management, Portfolio Management, Nonprofits, Community Outreach, Organizational..., Estate Planning, Data Analysis, Editing, Management, Strategic Financial..., Program Development, Customer Service, High Net Worth..., Wealth Management..., Investment Management, Asset Allocation, Financial Services, Wealth Management, Financial Analysis, Event Planning, Social Media, Research, Investments
Education
Bryn Mawr College 1995 — 1999
AB
New York University
JPMorgan Chase July 2012 - Present
JPMorgan Chase June 2011 - August 2011
PwC June 2010 - August 2010
Education
Brown University 2008 — 2012
BA, Political Science and Economics
Pan American School of Bahia 1995 — 2008
High School
JHA Consulting June 2012 - Present
Taskmasters Consulting, PC October 2012 - June 2013
Community Academy Public Charter School July 2012 - September 2012
BEM Foundation February 2012 - May 2012
ULLICO February 2011 - January 2012
ULLICO November 2010 - February 2011
Volunteers of America September 2008 - March 2010
Volunteers of America July 2008 - September 2008
JPMorgan Chase April 2008 - July 2008
Sentry Insurance January 2002 - April 2005
Skills
Managing Employees, Account Reconciliation, Records Management, Budget Development, Budget Management, General Ledger..., Grant Writing, Grant Research, Accounts Payable, Accounts Receivable, Contract Management, Grant Management, managerial accounting, Financial Reporting, Payroll, Budgets, Analysis, Management, Auditing, Grants, Management Accounting, Financial Analysis, PeopleSoft, Training, Accounting, Human Resources, Finance
Education
University of Phoenix 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
Concordia University-Wisconsin 2000 — 2002
Bachelor's degree, Management and Communications, 3.2
Bryant and Stratton College-Milwaukee 1997 — 1999
Associate's degree, Accounting, 3.3
DC Law Students in Court August 2014 - May 2015
Office of the Attorney General for the District of Columbia May 2014 - July 2014
U.S. District Court for the District of Maryland July 2013 - August 2013
U.S. House of Representatives May 2013 - July 2013
JPMorgan Chase June 2011 - August 2011
JPMorgan Chase June 2010 - August 2010
Skills
Research, Community Outreach, Political Campaigns, Public Speaking, Fundraising, Nonprofits, Public Policy, Policy Analysis
Education
The George Washington University Law School 2012 — 2015
Brown University 2008 — 2012
Bachelor of Arts (A.B.), Public Policy and American Institutions
DTCC February 2012 - Present
DTCC October 2010 - February 2012
DTCC July 2009 - October 2010
DTCC January 2009 - July 2009
DTCC June 2007 - June 2008
Citi July 2006 - June 2007
Citi May 2005 - July 2006
eSecLending March 2004 - May 2005
JPMorgan Chase November 2002 - March 2004
STATE STREET CORPORATION June 2001 - November 2002
Skills
Corporate Actions, Securities, Fixed Income, Settlement, Equities, Financial Services, Bloomberg, Risk Management, Process Improvement, Relationship Management, Bonds, Investments, Product Management, Capital Markets, Trading, Software Project..., Product Development, Banking
Education
Bryant University 1997 — 2001
Bachelor of Science, Business Administration; Marketing
Longmeadow High School 1993 — 1997
PURE Group of Insurance Companies April 2015 - Present
PURE Group of Insurance Companies October 2013 - March 2015
JPMorgan Chase July 2012 - October 2013
EXPRESS October 2011 - July 2012
SaatiAmericas February 2011 - October 2011
EXPRESS June 2010 - February 2011
Skills
Banking, Customer Service, Microsoft Excel, Cash Management, Credit, Finance, Financial Analysis, Loans, Sales, Liability
Education
Bryant University 2006 — 2010
B.S. in Business Administration, Accounting
Colonial Life June 2009 - Present
JPMorgan Chase March 2010 - May 2011
HFC/HSBC September 2000 - April 2009
Skills
Sales Management, Insurance, Customer Service, Auditing, training and development, Health Insurance, Management
Education
Bryant and Stratton College
Greenhill & Co. September 2012 - Present
CommonBond.co October 2011 - September 2012
Zeckendorf Development July 2011 - August 2011
Fried Frank June 2011 - July 2011
JPMorgan June 2004 - March 2009
JPMorgan Chase 2004 - 2009
Skills
Venture Capital, Financial Analysis, Corporate Finance, Mergers, Entrepreneurship, Equities, Business Strategy, Capital Markets, Business Planning, Mergers, Portfolio Management, Real Estate, Mergers & Acquisitions, Emerging Markets, Asset Management, Finance, Investment Banking, Management Consulting, Financial Modeling, Strategy
Education
University of Pennsylvania - The Wharton School 2009 — 2012
MBA, Finance, General
University of Pennsylvania Law School 2009 — 2012
JD
Brown University 2000 — 2004
Bachelor of Arts, History of Art and Architecture/ Archaeology
Nightingale
Nightingale
Heartland Payment Systems June 2015 - Present
Unity Health System February 2014 - June 2015
Rochester General Health System June 2013 - February 2014
Lakeside Health System December 2011 - May 2013
Lakeside Health System October 2010 - December 2011
Lakeside Health System December 2008 - October 2010
JPMorgan Chase November 2005 - December 2008
Skills
Computer Literate, Organizing, Hard Worker, Excel, Staff Training, Microsoft Excel, Time Management, Hospitals, EMR, Data Entry, Healthcare, HIPAA, Leadership, EHR, Healthcare Information...
Education
Bryant and Stratton College 2011 — 2013
Criminal Justice
Monroe Community College 2002 — 2004
Liberal Arts
Xeeva, LLC April 2014 - Present
EPCOR Water USA, Inc. February 2012 - February 2014
Robert Half for EPCOR Utilities Inc. August 2011 - January 2012
JPMorgan Chase Corporation October 2003 - May 2008
JPMorgan Chase September 2000 - September 2003
JPMorgan Chase September 1997 - June 2000
Bank One Corporation October 1996 - September 1997
Bank One Trust Company, NA May 1992 - October 1996
Shaw University January 1990 - June 1991
Skills
Program Management, Financial Analysis, Budgets, Strategy, Quality Assurance, Finance, Sales, PMP, Marketing, Strategic Sourcing, Team Building, Project Management, Banking, Leadership, Procurement, Strategic Planning, Vendor Management, Management, CRM, Process Improvement
Education
University of Virginia School of Law 1984 — 1987
Juris Doctor, Law
Bryn Mawr College 1980 — 1984
Bachelor of Arts, Political Science
Aon December 2013 - Present
Axis Capital January 2011 - September 2013
ReMark International May 2009 - August 2010
JPMorgan Chase January 1999 - December 2008
GE Capital Mortgage December 1996 - January 1999
Mellon Bank 1990 - 1996
Skills
Strategy, CRM, Analytics, Business Development, Management, Financial Services, Leadership, Risk Management, Marketing Strategy, Marketing, Insurance, Product Marketing, Strategic Planning, Program Management, Forecasting, Executive Management, Mergers & Acquisitions, Process Improvement, New Business Development, Banking, Finance, P&L Management, Underwriting, Direct Marketing, Competitive Analysis, Sales, Lead Generation, Due Diligence, Segmentation, Product Development, Relationship Management, Portfolio Management, Product Management, Cross-functional Team..., Strategic Partnerships, Account Management, Marketing Communications, Sales Management, Business Planning, Employee Benefits, Negotiation, Financial Analysis, Vendor Management, Analysis, Business Analysis, Start-ups, Business Strategy, Group Voluntary..., Consulting
Education
Drexel University - LeBow College of Business 1987 — 1990
MBA
Bryn Mawr College 1980 — 1982
Bachelor's Degree
University of Delaware 1978 — 1980
JPMorgan Chase May 2014 - Present
Fidelity Investments January 2012 - April 2014
Fidelity Investments October 2006 - January 2012
Skills
Series 7, Series 63, Series 24, Securities, Prime Brokerage, Bloomberg, Equities, Fixed Income, FINRA, Hedge Funds, Alternative Investments, Mutual Funds, Financial Services
Education
Bryant University 2000 — 2004
Finance, General
The Morgan School 1996 — 2000
Treliant Risk Advisors May 2014 - Present
Treliant Risk Advisors February 2014 - May 2014
Promontory Financial Group, LLC October 2013 - November 2013
JPMorgan Chase August 2013 - October 2013
Promontory Financial Group, LLC June 2013 - July 2013
HSBC Commercial Banking February 2013 - May 2013
Promontory Financial Group, LLC September 2012 - February 2013
HSBC April 2012 - August 2012
Promontory Financial Group, LLC July 2010 - November 2011
HSBC Commercial Banking February 2011 - June 2011
Skills
AML, Compliance, Fraud, OFAC, USA PATRIOT Act, Risk Management, Bank Secrecy Act, KYC, Investigation, BSA, Commercial Litigation, Loans, Financial Regulation, Financial Risk, Sanction, Regulations, Banking, Civil Litigation, Internal Audit, Operational Risk, Due Diligence, Operational Risk..., Anti Money Laundering, Securities, Capital Markets
Education
The University of Texas School of Law 1993 — 1996
JD, Law
Brown University 1985 — 1989
BS, Engineering
MassMutual Financial Group May 2014 - Present
MetLife 2012 - 2014
MetLife 2009 - 2011
MetLife 2006 - 2009
MetLife 2003 - 2005
MetLife 1999 - 2002
MetLife 1998 - 1999
JPMorgan Chase 1997 - 1998
Booz Allen Hamilton 1994 - 1997
Travelers 1988 - 1992
Skills
Insurance, Fixed Annuities, Life Insurance, Health Insurance, Financial Services, Property & Casualty..., Underwriting, Risk Management, Mergers & Acquisitions, Employee Benefits, Disability Insurance, Leadership, Leading..., Strategic Planning, Management Consulting, Strategy, Market Management, Product Development, Product Management, Business Development, FInancial Management, Cost reduction, Operations, Process Improvement, Sales Management, Claims, Performance Measurement, Productivity..., Compensation Strategies, Broker-Dealer
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Bucknell University 1984 — 1988
BA
PwC May 2012 - August 2012
JPMorgan Chase June 2011 - August 2011
HSBC June 2010 - August 2010
Skills
Stata, Microsoft Excel, Microsoft Office, PowerPoint, Research, Economics, Microsoft Word, Financial Accounting, Public Speaking, Data Analysis, SPSS
Education
Brown University 2009 — 2013
Bachelor of Arts (BA), Economics
Shrewsbury International School 2003 — 2009
High school
Financial Representative June 2013 - Present
JPMorgan Chase December 2011 - May 2013
Bloomingdales October 2010 - December 2011
Skills
Cross Selling, Relationship Management, Customer Service, Loan Origination, Financial Services, Banking, Portfolio Management, Risk Management, Loans, Financial Analysis, Sales, Asset Management, Strategic Planning
Education
Brown University 1986 — 1990
Bachelor's degree, Communication and Media Studies
Pace University 2003 — 2006
Masters of Science, Education
Friends Seminary
JPMorgan Chase 2011 - April 2012
JPMorgan Chase 2007 - 2011
JPMorgan Chase 2004 - 2007
JPMorgan Chase 2002 - 2004
JPMorgan Chase 1999 - 2002
JPMorgan Chase 1993 - 1999
JPMorgan Chase 1991 - 1993
JPMorgan Chase 1989 - 1991
JPMorgan Chase 1985 - 1989
JPMorgan Chase 1982 - 1985
Skills
Six Sigma Black Belt...
Education
Bryant University
Master of Business Administration (MBA), Finance, General
UNIVERSITY OF JABALPUR
Master of Science (MS), Accounting
TD Bank April 2013 - Present
Amtrak April 2009 - December 2012
JPMorgan Chase February 1998 - April 2009
AT&T September 1986 - February 1998
Skills
Vendor Management, Customer Retention, Contract Negotiation, Call Center, Project Management, CRM, Email Marketing, Social Media, Partnership Marketing, Relationship Management, Relationship Marketing, New Business Development, Strategy, Program Management, Marketing Strategy, Competitive Analysis, Marketing, Cross-functional Team..., Loyalty Marketing, Credit Cards, Partnerships
Education
Bucknell University
BS, Business Administration
EnerNOC January 2015 - Present
Houghton Mifflin Harcourt December 2013 - December 2014
Sonos, Inc. June 2013 - December 2013
Sonos Inc April 2007 - December 2013
Independent web developer 2003 - 2012
JPMorgan Chase 2005 - 2007
Y2M 2005 - 2006
Oco, Inc. 2005 - 2005
Computer Sciences Corporation 2003 - 2005
Skills
ASP.NET, ASP.NET C#, jQuery, Ektron, AJAX, MVC, CSS3, HTML5, XML, XSLT, SQL Server, MS Project, JavaScript, Advanced CSS, Prototype, CMS, HTML 5, Hosted Services, Content Delivery, Digital Marketing, Customer Relationship..., CRM, CSS, E-commerce, Microsoft SQL Server, Front-end, Online Marketing, Business Analysis, SEO, Web Applications, Integration, Agile Methodologies, Project Management, Mobile Applications, Management, Web Development, Product Management, Scrum
Education
Bryant University 1999 — 2003
Bachelor of Science, Business Administration
Athol High School
Athol High School
Brown Brothers Harriman September 2013 - Present
Brown Brothers Harriman March 2013 - September 2013
JPMorgan Chase January 2013 - February 2013
BNY Mellon October 2011 - April 2012
John Hancock Life Insurance Company (U.S.A.) October 2006 - August 2011
Investors Bank & Trust August 2005 - October 2006
Investors Bank & Trust August 2004 - August 2005
State Street Research August 2003 - August 2004
State Street Research July 2001 - August 2003
State Street Research July 2000 - July 2001
Skills
N-CSR, N-SAR, N-MFP, N-Q, 24F-2, N-1A, Regulation S-X, The Investment Company..., FAS 157, FAS 161, Mutual Funds, Hedge Funds, Financial Reporting, IFRS, CFTC, Auditing, Derivatives, FAS 5, Finance, Fund Accounting, Internal Controls, Investments, Portfolio Management, Securities, Valuation, Bloomberg, Financial Analysis
Education
Clark University 2000 — 2004
MBA, Finance
Bryant University
Bachelor of Science (B.S.), Business Administration and Management, General
NovuScore LLC 2009 - Present
EquiSearch Services, Inc. (Former Division of ChoicePoint/LexisNexis) January 2007 - July 2008
ChoicePoint (LexisNexis) April 2004 - January 2007
Phoenix Group LLC 2002 - 2004
Luminant Worldwide 1999 - 2001
Publishers Clearing House 1998 - 1999
Vertrue August 1993 - July 1998
PetWorks June 1990 - September 1991
JPMorgan Chase August 1985 - June 1990
Skills
Start-ups, Business Development, Cross-functional Team..., Marketing Strategy, Business Strategy, Strategic Planning, E-commerce, Strategic Partnerships, Management, Executive Management, Management Consulting, Product Management, Product Development, Leadership, Business Planning, Team Leadership, Entrepreneurship, Integrated Marketing, SaaS, Strategy, Digital Marketing, Program Management, P&L Management, Turn Around Management, Marketing, Unclaimed Property, New Business Development, Product Marketing, Loyalty Marketing, Continuity Marketing, Direct Marketing, Sales Management, Team Building, B2B, Negotiation
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Marketing/Management/Finance
Brown University 1981 — 1985
BA, Economics
Winston Churchill HS
Research Square April 2009 - Present
JPMorgan Chase December 2000 - March 2005
The Jones Group Inc. October 1997 - November 2000
Chase Manhattan Bank 1989 - 1997
Skills
Microsoft Office, Research, Customer Service, Technical Writing, Blogging, Restaurants
Education
Sunrise Culinary Arts - Singapore 2005 — 2005
Certification, Southeast Asian Cuisine
Institute of Culinary Education (ICE) 2001 — 2002
Certification
Bryn Mawr College 1985 — 1989
BA, Chinese Political Philosophy
NYU
Certification, LAN
US Optical Lab January 2011 - Present
US Optical Lab September 2009 - December 2010
JPMorgan Chase June 2005 - September 2009
Skills
Investment Banking, Retail Banking, Eyewear, Sales Management, Sales, Investments, Key Account Management, Sales Operations, Retail Sales Experience, Ophthalmics, Marketing, Selling Skills, Cross Selling, Impromptu Speaking, Public Speaking, B2B, Customer Service, Customer Retention, Customer Acquisition, Creative Problem Solving, Computer Proficiency, Strategic Financial..., Glasses, Finance, Financial Risk, Life Insurance, Interviews, Human Resources, Hiring Personnel, Insurance
Education
Toccoa Falls College 2001 — 2005
Bachelor's degree, Bible/Biblical Studies
Bryant and Stratton College 2008 — 2009
Certified Financial Planner Certification, CFP Course Study
RenuVolt Technologies 2012 - Present
National Railroad Construction & Maintenance Association (NRC) 2012 - Present
Material Handling Equipment Distributors Association 2011 - Present
Oppenheimer Investments 2009 - 2012
The City University of New York 2008 - 2010
Bear Stearns September 2006 - November 2008
JPMorgan Chase 2005 - 2008
Laboratory of Edith Mathiowitz, Ph.D. 2002 - 2004
Education
Brown University
Columbia University in the City of New York
New York University
Mercer April 2015 - Present
Cambridge Associates December 2014 - April 2015
Cambridge Associates June 2013 - December 2014
Cambridge Associates July 2011 - June 2013
JPMorgan Chase September 2009 - September 2010
Education
London School of Economics and Political Science 2010 — 2011
MSc
Bryant University 2005 — 2009
BS International Business
2007 — 2007
Stearns Bank N.A. October 2014 - Present
American Valet October 2014 - Present
LRM Insurance Co May 2014 - Present
JPMorgan Chase July 2010 - November 2013
Derby Lane September 2005 - June 2010
Tiger Performance Speed Boat Racing and Products May 2000 - December 2002
Skills
Time Management, Banking, Risk Management, Credit, Loans, Financial Analysis
Education
Bryant and Stratton College 2000 — 2001
Information Technology
Orchard Park
Alvarez & Marsal May 2013 - Present
Deloitte November 2011 - April 2013
Navigant Consulting May 2010 - November 2011
PricewaterhouseCoopers December 2000 - April 2010
Ernst & Young 1997 - 2000
JPMorgan Chase 1996 - 1997
Skills
Certified Public..., Chartered Fincial...
Education
Bucknell University
BS, Accounting
Bucknell University
Bachelor's degree, Accounting and Finance
JPMorgan Chase July 2014 - Present
Bryn Mawr College August 2011 - May 2014
Alpha Capital Corporation February 2013 - March 2014
Deloitte May 2012 - June 2012
Bryn Mawr College January 2012 - May 2012
Ernst & Young May 2011 - June 2011
Skills
Stata, Research, Mathematics, Economics, Econometrics, Microsoft Office, Mathematica, Adobe Acrobat, iLife, Moodle, Wordpress, Social Media, Accounting, SPSS, Analysis, Public Speaking, Event Planning, WordPress, Statistics, Blogging, Curriculum Design, Microsoft Excel, Microsoft Word, Financial Modeling, PowerPoint, Editing, Valuation, Higher Education, Financial Analysis, Data Analysis, Finance
Education
Bryn Mawr College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Haverford College 2010 — 2014
Bachelor of Arts (B.A.), Economics
New York University - Leonard N. Stern School of Business 2013 — 2013
Summer School
Columbia University in the City of New York 2013 — 2013
Visiting Student Program, Economics and Mathematics
London School of Economics and Political Science 2012 — 2012
Summer School, International Relations and Affairs
American International School - Riyadh 2005 — 2010
International Baccalaureate, American High School Diploma
JP Morgan Chase January 2007 - Present
Comerica Bank January 2005 - January 2007
Keller Williams Real Estate January 2002 - January 2005
JPMorgan Chase February 1977 - December 2001
Skills
Sales, Customer Service, Banking, Loss Mitigation, Real Estate, Mortgage Lending, Mortgage Banking, Loans, Time Management, Investments, Finance
Education
Champions Real Estate 2001 — 2002
Real Estate Development
Bryant and Stratton College-Amherst 1974 — 1974
Bryant & Stratton College
Some College/ Business Administration
BMO Harris Bank January 2013 - Present
Eliot Management Group October 2011 - June 2012
JPMorgan Chase May 2009 - December 2010
Statewide Mortgage September 2001 - March 2009
Statewide Mortgage and Lending Co January 2001 - January 2009
Northpoint Ford August 1997 - September 2002
Skills
Refinance, Mortgage Lending, Loans, Sales, Credit, FHA, Reverse Mortgages, Residential Mortgages, VA loans, Mortgage Banking, Loan Origination, Cold Calling, FHA financing, First Time Home Buyers, Customer Retention, Investment Properties, Underwriting, Selling Skills, Consumer Lending, Direct Sales
Education
Bryant and Stratton College 1995 — 1997
Associates
John Marshall High School 1992 — 1995
Diploma
JPMorgan Chase January 2014 - Present
JPMorgan Chase January 2012 - March 2014
JPMorgan Chase January 2009 - January 2012
JPMorgan Chase January 2008 - January 2009
Debevoise & Plimpton LLP June 2006 - January 2008
Skills
Marketing Strategy, Event Planning, Social Media, Public Speaking, Research, PowerPoint, Social Media Marketing, Public Relations, Program Management, Project Management, Marketing Communications, Strategic Planning, Microsoft Office, Microsoft Excel, Data Analysis, Marketing, Email Marketing, Management, Strategy, Leadership, Budgets, Business Development
Education
Bryn Mawr College 2002 — 2006
AB, Political Science, History of Art
Allstate April 2015 - Present
Health Care Service Corporation, HCSC / BCBSIL September 2014 - February 2015
JPMorgan Chase May 2011 - September 2014
Cedar Ventures LLC 2009 - 2010
CNA Insurance 2001 - December 2008
Hunter Business Group 2001 - 2001
Ameritech 1997 - 2000
AT&T 1984 - 1997
Skills
Six Sigma, SDLC, Vendor Management, PMP, Business Process..., Program Management, Project Management, Process Improvement, Requirements Analysis, Software Project..., Project Planning, Management, Training, Risk Management, Integration, Project Portfolio..., PMO, IT Management, Business Analysis, Business Process, Cross-functional Team..., Outsourcing, Visio
Education
Bucknell University
BA, Economics
DePaul University, CPE
Business Analyst Certificate Program
George Washington University / ESI
Master's Certificate, Project Management
Stevens Institute of Technology
MS, Management
The Six Sigma Black Belt, AAFKI
Six Sigma Black Belt, Process
AmeriCorps February 2012 - January 2013
JPMorgan Chase June 2012 - August 2012
The Next Great Generation December 2011 - May 2012
United States Marine Corps September 2009 - February 2010
United States Marine Corps June 2008 - September 2009
United States Marine Corps January 2008 - May 2008
United States Marine Corps July 2007 - December 2007
United States Marine Corps September 2006 - May 2007
United States Marine Corps May 2006 - August 2006
United States Marine Corps February 2006 - May 2006
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Urban Studies
North Shore Community College 2010 — 2011
A.A, Business Administration
athenahealth March 2014 - Present
TripAdvisor December 2011 - March 2014
JPMorgan Chase June 2011 - December 2011
Northwestern Mutual December 2009 - May 2010
UBS May 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Accounting, Accounts Payable, Accounts Receivable, Workday, PeopleSoft, Analysis, Risk Management, Management, Forecasting, Account Reconciliation, Financial Reporting, Accruals
Education
Bryant University
Bachelor's degree, Finance
Paychex June 2013 - Present
Axeda Corporation June 2010 - June 2013
Paychex March 2005 - June 2010
directThought/D. O. Tech March 2005 - November 2007
Frontier/Citizens Communications November 2001 - March 2005
Global Crossing March 1999 - November 2001
JP Morgan June 1995 - February 1999
JPMorgan Chase June 1995 - February 1999
Blackrock Financial Management March 1993 - June 1995
Prophet 21, Inc June 1992 - March 1993
Skills
Unix, Java, Software Development, Agile Methodologies, Oracle, PL/SQL, Integration, SOAP, SQL, JSP, JavaScript, Linux, Software Engineering, Java Enterprise Edition, Ant, Tomcat, Spring, XML, Web Services, Databases, CSS, Servlets, Object Oriented Design, SOA, Subversion, Scrum, Software Design, J2EE, Struts, Requirements Analysis, Team Leadership, Hibernate, Eclipse, CVS, Weblogic, Web Applications, JUnit, Architecture, JMS, REST, JDBC, JBoss Application Server, Continuous Integration, Sybase
Education
Bucknell University 1988 — 1992
BS
Icahn School of Medicine at Mount Sinai April 2014 - Present
JPMorgan Chase June 2011 - Present
J.P. Morgan June 2009 - June 2011
Education
Bryn Mawr College 2015 — 2016
Postbaccalaureate Premedical Program
Pomona College 2005 — 2009
B.A., Economics
Time Inc. February 2008 - November 2008
Time Inc. August 2007 - February 2008
JPMorgan Chase June 2006 - August 2006
Colgate Palmolive June 2005 - August 2005
Colgate Palmolive June 2004 - August 2004
Education
University of Medicine and Dentistry of New Jersey 2010 — 2013
Physician Assistant
Brown University 2003 — 2007
Biology
W. P. Carey Inc. 2011 - Present
Sovereign Investment Company 2004 - February 2011
Gemini Realty Advisors 1998 - 2004
ABN AMRO 1995 - 1998
US Army Reserve 1991 - 1998
JPMorgan Chase 1992 - 1994
Skills
Real Estate Economics, Valuation, Asset Managment, Disposition, Asset Management, Portfolio Management, Structured Finance, Investments, Credit, Finance, Underwriting, Due Diligence
Education
Brown University
New York University
Masters, Real Estate Finance
TurtleBay Advisory Services July 2011 - Present
Freddie Mac March 2005 - July 2011
Mellon Financial July 2001 - February 2005
JP Morgan Chase June 1994 - June 2001
JPMorgan Chase 1994 - 2001
Citigroup June 1975 - May 1994
Skills
IT Strategy, Asset Managment, Business Analysis, Financial Modeling, Financial Analysis, Asset Management, Risk Management, Portfolio Management, Operations Management, Financial Services, PMO, Strategy, Business Process..., Valuation, Capital Markets, Financial Risk, Credit Risk, Analytics, Fixed Income, Securities, Strategic Planning, Vendor Management, Equities, Process Engineering, Mergers & Acquisitions, Management Consulting, Due Diligence, Process Improvement, Program Management, Investments, Loans, Hedge Funds, Derivatives, Mortgage Lending, Banking, Enterprise Architecture, Operational Excellence, Business Transformation, Business Process..., Change Management
Education
Iona College 1977 — 1981
MBA, Finance
Bryant University 1971 — 1975
BS
Jewish Child Care Association of New York 2012 - Present
GrooveWithMe, Inc January 2004 - Present
UJA-Federation of New York 2004 - Present
Met Council on Jewish Poverty April 2009 - September 2012
Citigroup 2003 - 2008
Closingguard.com January 2000 - 2003
JPMorgan Chase 1975 - 2000
Skills
Program Development, Staff Development, Financial Modeling, Analysis, Due Diligence, Event Planning, Research, Start-ups, Project Management, Management Consulting, Asset Managment, Managerial Finance, Business Strategy, Management, Leadership, Financial Reporting, Internal Controls, Accounting, Financial Analysis, Finance, Change Management, Financial Services, Board of Directors, Restructuring, Auditing, Hedge Funds, Cash Flow, Cash Management, Asset Management, Investments, Healthcare, Process Improvement, Private Equity
Education
Brown University 1967 — 1971
BA
MUFG in the Americas October 2011 - Present
Bank of America January 1996 - September 2011
JPMorgan Chase October 1987 - December 1995
Skills
Working Capital..., Solutions Based Selling, Treasury Sales
Education
Bucknell University 1983 — 1987
BSBA, Management
Rivers School Weston MA 1979 — 1983
Time Warner Cable March 2014 - Present
JPMorgan Chase March 2011 - November 2013
Kohl’s Corporation July 2004 - August 2010
Nabisco/Kraft Foods August 1998 - June 2004
Brown and Williamson Tobacco Corporation April 1991 - January 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Strategic Planning, PowerPoint, New Business Development, Territory Development, Account Management, Customer Service, Point of Purchase, Solution Selling, Strategic Selling, Merchandising, Product Development, Shelf Life, Stock Rotation, Retail Displays, Store Displays, Product Display, POP Displays, Grocery, Cross-functional Team..., Forecasting, Management, Retail, Sales Operations, Pricing, Consumer Products, Sales Management, Competitive Analysis, Team Leadership, Leadership, Key Account Management, Team Building, Sales, Marketing Strategy, Customer Retention, Business Planning, Inventory Management, Negotiation, Key Account Development
Education
Bryant and Stratton College-Milwaukee 1988 — 1990
Associate of Arts (AA), Marketing and Sales
Bryant & Stratton College - Milwaukee
Associate of Arts (AA) Marketing and Sales, Marketing and Sales/Business Management
Deloitte August 2015 - Present
Deloitte March 2014 - August 2015
CLS Bank International August 2013 - February 2014
JPMorgan Chase September 2011 - July 2013
Skills
Customer Relationship..., Research & Analysis, Report Development, Private Banking, Asset Management, Interpersonal..., CRM, Asset Managment, Due Diligence, Data Analysis, Mutual Funds
Education
Bryn Mawr College
Certified Anti-Money Laundering Specialist
J.P. Morgan July 2015 - Present
JPMorgan Chase February 2014 - July 2015
JPMorgan Chase April 2013 - February 2014
JPMorgan Chase August 2012 - September 2013
JPMorgan Chase June 2011 - August 2011
Fidelity Investments July 2006 - July 2010
Centurion Investment Group December 2005 - January 2006
Goldman Sachs May 2005 - August 2005
JP Morgan Chase June 2004 - September 2004
Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Hedge Funds, Strategy, Leadership, Corporate Finance, Management, Business Development, Asset Management, Finance, Project Management, Strategic Planning, Equity Research, Trading
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Brown University 2002 — 2006
Bachelor of Science
Tuck School of Business at Dartmouth 2006 — 2006
Business Bridge Program
University of Oxford 2004 — 2005
Visiting Scholar
John Jay High School 1998 — 2002
Fidelity Investments March 2014 - Present
New York Life Insurance Company March 2013 - January 2014
ADP January 2009 - March 2013
Hewitt Associates November 2005 - January 2009
JP Morgan Chase 1986 - May 2005
JPMorgan Chase 1986 - 2005
JPMorganChase 1985 - 2005
Chase 1985 - 1995
Skills
Talent Acquisition, Talent Management, Workforce Planning, Onboarding, Recruiting, Change Management, Human Resources, Strategy, CRM, Management, Applicant Tracking..., HRIS, Outsourcing, Cross-functional Team..., Vendor Management, Employee Relations, Leadership, Performance Management, Consulting, Employee Engagement, Diversity, Executive Search, Temporary Placement
Education
Brown University 1980 — 1984
BA, Organizational Behavior
Westhampton Beach High School 1976 — 1980
JPMorgan Chase October 2005 - Present
Financial ServiceSolutions November 2004 - April 2005
Framework, Inc March 1998 - December 2004
American Management Systems 1991 - 1998
American Management Systems (AMS) 1991 - 1998
KPMG Peat Marwick 1990 - 1991
Skills
SDLC, Enterprise Architecture, Professional Services, Vendor Management, Product Management, Program Management, Start-ups, Business Intelligence, Project Management, Analytics, Scrum, Strategic Planning, Business Analysis, Process Improvement, IT Strategy, Software Development, Software Project...
Education
Brown University 1986 — 1990
BS, Computer Science
Blue Skies Consulting 2011 - Present
Muhith Consultants LLC 2003 - 2009
Guardian Life Insurance 2004 - 2008
JPMorgan Chase 2002 - 2004
JP Morgan Chase 1992 - 2001
Metalink Marine 1991 - 1992
Education
Columbia University - School of International and Public Affairs 1995 — 1997
MIA
Columbia University - Columbia Business School 1989 — 1991
MBA
Bryn Mawr College
BA
Woodstock School
JPMorgan Chase July 2013 - Present
Law Offices of Cynthia M. Reed February 2013 - July 2013
Baker Marquart LLP August 2012 - January 2013
State Bar of California October 2011 - March 2012
Novian & Novian LLP March 2010 - August 2011
Hernandez Schaedel & Olson, LLP September 2008 - February 2010
Public Counsel April 2007 - August 2008
Heller Ehrman LLP April 2006 - February 2007
Wilson Sonsini Goodrich & Rosati PC October 2003 - March 2006
Paul Weiss Rifkind Wharton & Garrison LLP September 1999 - August 2003
Skills
Litigation, Civil Litigation, Commercial Litigation, Appeals, Intellectual Property, Legal Writing, Mediation, Courts, Employment Law, Trials, Legal Assistance, Dispute Resolution, Competition Law, Dispute, Civil Rights, Consumer Law, Trade Secrets
Education
University of California, Los Angeles - School of Law 1994 — 1997
JD
Brown University 1987 — 1991
BA
Mount Vernon HS 1984 — 1987
Bloomberg LP July 2015 - Present
Direct Edge, A BATS Global Markets Company December 2008 - February 2015
ISE October 2006 - December 2008
Oasis Construction May 2004 - October 2006
jpmorgan chase 2000 - 2004
Lehman Brothers 1998 - 2000
Instinet Incorporated 1995 - 1998
Skills
Quality Assurance, Market Data, Electronic Trading, Trading Systems, SDLC, Agile Methodologies, User Acceptance Testing, Equities, Trading, Financial Markets, Risk Management, Derivatives, Testing, Options, Business Analysis, ITIL, Software Quality..., Management, Fixed Income, Financial Services, Analysis, Securities, Disaster Recovery, Unix, Requirements Analysis, Capital Markets, PMO, Software Development
Education
Brown University 1989 — 1993
Bachelor of Science (BS), Business and Economics
ING U.S. June 2006 - Present
ING June 2006 - January 2011
ING June 2006 - January 2011
JPMorgan Chase August 2003 - June 2006
Horizon Blue Cross Blue Shield of NJ December 2001 - August 2003
JPMorgan Chase March 2000 - October 2001
The Hartford August 1999 - March 2000
Blue Cross and Blue Shield of Western New York January 1999 - August 1999
The Hartford July 1997 - December 1998
Reliance National August 1996 - July 1997
Skills
Data Warehousing, Data Integration, ETL, Resource Management, Data Transformation, Mentoring, Project Management, Business Analysis, IT Strategy, Vendor Management, Requirements Analysis, Risk Management, Data Services, Web Services, Data Conversion, SDLC, Defect Tracking, Enterprise Architecture, Solution Architecture, Governance, Project Oversight, Project Delivery, Health Care Systems, Financial Systems, Data Quality, RAD, Offshore Resource..., Insurance, Business Process, Databases, Management, Oracle
Education
Bryant University 1986 — 1990
Bachelor of Science, Computer Information Systems
Fair Lawn High School 1983 — 1986
Zambito Realtors November 2013 - Present
JPMorgan Chase October 2011 - September 2013
Washington Mutual Bank October 2004 - October 2008
Skills
Microsoft Office, Event Planning, Default, Project Management, Budgets, Microsoft Word, Social Media, Research, Real Estate
Education
State University of New York College at Brockport 2005 — 2008
Bachelor's degree, Criminalistics and Criminal Science
State University of New York College at Oneonta 1996 — 1998
History
Bryant and Stratton College-Henrietta
Associate's degree, Paralegal Studies
Genesee Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
CHEP October 2007 - Present
Trustreet Properties, Inc. / GEFFC January 2006 - August 2007
JPMorgan Chase July 1981 - December 2005
Education
Brown University
BS, Applied Mathematics & Economics
The Episcopal Church in Connecticut July 2014 - Present
JPMorgan Chase 2006 - Present
JP Morgan Chase 1993 - Present
JPMorgan Chase Bank 1993 - Present
JP Morgan Chase - Treasury Services 1993 - 2009
Booz Allen Hamilton 1979 - 1988
Education
Brown University 1967 — 1971
JPMorgan Chase January 2013 - Present
JPMorgan Chase 2007 - 2012
JPMorgan Chase 2003 - 2007
Metris Companies 2000 - 2002
Core Group 1998 - 2001
Bank of America 1996 - 1998
Skills
Analytics, Credit, Financial Services, Credit Cards, Banking, Financial Analysis, Relationship Management, Portfolio Management, Segmentation, Risk Management, Business Development, Retail Banking, Strategy, Strategic Planning, Credit Risk, Finance, Mergers & Acquisitions, Financial Modeling, Executive Management, Business Analysis, Financial Risk, CRM, Loans, Vendor Management, Valuation, Payments
Education
University of Arizona, Eller College of Management 1994 — 1996
MBA, Marketing & Finance
Brown University 1985 — 1989
BA, Organizational Behavior & Management
KHS
Swiss Re QuantSwissRe2005 - Present
Upper West Side 1994 - 2011
JPMorgan Chase 1999 - 2005
JP Morgan 1999 - 2005
JP Morgan Chase 1999 - 2005
Skills
Equity Derivatives, Annuities, Derivatives, Fixed Income
Education
Columbia University in the City of New York 1994 — 1999
Ph.D., Mathematics
Columbia University in the City of New York 1994 — 1996
Master of Philosophy (M.Phil.), Mathematics
Brown University 1990 — 1994
BA, Math, Phi Beta Kappa
JPMorgan Chase September 2012 - Present
JPMorgan Chase February 2011 - September 2012
JPMorgan Chase December 2005 - January 2011
JPMorgan Chase February 2001 - November 2005
JPMorgan Chase January 1999 - January 2001
JPMorgan Chase July 1996 - January 1999
Laboratory Corporation of America October 1995 - June 1996
Skills
Account Reconciliation, Accounting, General Ledger, Finance, Internal Controls
Education
Bryant University 1989 — 1991
Accounting
Bank of America Merrill Lynch April 2010 - Present
One East Partners December 2007 - April 2010
Barclays Capital PLC 2006 - 2007
JPMorgan 2004 - 2006
JPMorgan Chase Bank 2004 - 2006
JPMorgan Chase 2004 - 2006
Education
Brown University 1998 — 2003
Goldman Sachs 2002 - Present
JPMorgan Chase 1995 - 2001
Education
University of Chicago
MBA
Bryant University 1989 — 1993
BS, Accounting
JPMorgan Chase 2000 - Present
JPMorgan Chase & Co. June 1988 - May 2015
Skills
Training Facilitation, Workshop Facilitation, Microsoft Excel, Microsoft Office, Project Management, Team Building, Materials Development, Needs Analysis, Organizational..., Training Delivery, Leadership Development, Training, Coaching, Talent Management, Performance Management, Customer Service, Banking, Leadership, Financial Analysis, Mortgage Banking, Mortgage Lending
Education
Bryant & Stratton College 1984 — 1986
Associate's degree
Credit Value Partners October 2010 - Present
Credit Suisse 2007 - 2010
JPMorgan Chase 1991 - 2007
Education
Brown University 1987 — 1991
Economics
Mountain West Financial, Inc. July 2013 - Present
Continental Credit February 2007 - June 2013
JPMorgan Chase October 2005 - March 2007
Skills
Mortgage Lending, Mortgage Banking, Sales Management, Management, Hiring, Credit, Real Estate, Commercial Real Estate, Sales, Leadership, Entrepreneurship, FHA, Negotiation, Refinance, Training, Investment Properties
Education
Miami University 1998 — 2002
Bachelor, Management and Marketing
Bryn Athyn College of the New Church
Bryn Athyn College of the New Church
State Street Bank August 1996 - Present
JPMorgan Chase September 1994 - June 1996
Brown Brothers Harriman and Co. March 1989 - June 1994
Skills
Fixed Income, SDLC, Quality Assurance, Testing, User Acceptance Testing, Trading Systems, Equities, Financial Services, SharePoint, Capital Markets, Quality Center, Requirements Gathering, Bloomberg, Test Planning, Business Requirements, Requirements Analysis
Education
Northeastern University 1991 — 1992
Bryant University 1984 — 1987
BSBA, Computer Information Systems
Bellingham High School
CIT June 2014 - Present
Morgan Stanley August 2009 - June 2014
Morgan Stanley April 2006 - August 2009
Alliance Capital Management August 2004 - February 2006
JPMorgan Chase August 2001 - August 2004
JPMorgan Chase February 1998 - August 2001
Skills
Security, Firewalls, Solaris, Unix, ITIL, Linux, Disaster Recovery, Data Center, High Availability, Operating Systems, Enterprise Architecture, Servers, Perl, Information Security, DNS, Integration, Shell Scripting, Databases, Computer Security, SDLC
Education
Brunel University
BS, Computer Studies
Westwood College of Technology 2002 — 2006
Bsc, Information Security
JPMorgan Chase June 1982 - Present
Morgan Guaranty Trust Company June 1982 - Present
JPMorgan Chase & Co. 1982 - Present
JPMorganChase 1982 - Present
Skills
Portfolio Management, Financial Risk, Financial Analysis, Vendor Management, Banking, Credit, FX Options, Basel II, Risk Management, Fixed Income, Market Risk
Education
Bryant University 1978 — 1982
Finance, Mathematics
Bryant University 1978 — 1982
Finance, Mathematics
JPMorgan Chase September 2012 - Present
Skills
Mortgage Servicing, Banking, Customer Service, Credit, Loans, Mortgage Lending, Financial Analysis, Finance, Credit Analysis, Project Management, Risk Management, Microsoft Office, Mortgage Banking, Loan Origination, FHA, Management
Education
Bryant & Stratton College - Henrietta 1992 — 1994
Associate of Arts and Sciences (A.A.S.), Accounting
Babson Capital Management April 2013 - Present
Invesco Ltd. October 2009 - April 2013
LongVue Advisors September 2008 - April 2009
JPMorgan Chase July 2007 - September 2008
MacKay Shields June 2006 - August 2006
Skills
Equities, Investments, Portfolio Management, Bloomberg, Mutual Funds, Hedge Funds, Series 7, Equity Research, Fixed Income, Financial Analysis, Asset Allocation, Series 63, Asset Managment, Alternative Investments, Zephyr Style Advisor, Private Equity, Chartered Financial..., Investment Management, Wealth Management, Due Diligence, Fund Of Funds
Education
Bryant University 2003 — 2007
BSBA, Finance
Pegasystems July 2015 - Present
Barclays November 2014 - Present
JPMorgan Chase July 2011 - November 2014
Bryant University September 2009 - May 2011
Amica Mutual Insurance May 2010 - March 2011
Skills
COBOL, IBM Assembler, BAL, Visio, Mainframe, Access, Visual Basic, SQL, Java, SharePoint, XML, Data Analysis, JCL, HTML, Control-M, Microsoft Office, JavaScript, Outlook, HP NonStop, HP Tandem, SDLC
Education
Bryant University 2007 — 2011
BSBA, Computer Information Systems
Medtronic September 2015 - Present
EMC July 2014 - Present
EMC April 2012 - July 2014
Bank of New York Mellon February 2009 - March 2012
JPMorgan Chase January 2008 - February 2009
JP Morgan 2008 - 2009
EMC 2007 - 2008
Skills
Portfolio Management, Finance, Mutual Funds, Bloomberg, Financial Modeling, Financial Analysis, Equities, Management, Microsoft Excel, Financial Reporting, Investments, PowerPoint, Fixed Income, Leadership, Risk Management, Process Improvement
Education
Bryant University 2003 — 2007
Bachelor of Science (BS), Finance
Weston-Brooks, llc April 1999 - Present
New England Financial April 1999 - February 2000
ComEd January 1997 - August 1997
Westell October 1996 - March 1997
Service Master, LP May 1994 - October 1996
Zebra Technologies 1994 - 1995
JPMorgan Chase June 1992 - May 1994
Skills
Research, Teaching, Real Estate Development, Qualitative Research, Nonprofits, Public Speaking, Management Consulting, Interviews, Recruiting, Training, Entrepreneurship, Strategic Planning, Strategy, Business Development, Coaching, Team Building, Contract Negotiation, Financial Modeling, Workshop Facilitation, Valuation, Real Estate Economics, Investments, Community Development, Risk Management, WordPress, Fundraising, Business Strategy, Management
Education
Brown University 1986 — 1992
Bachelor of Arts (B.A.), Business/Managerial Economics & Political Science
JPMorgan Chase June 2012 - Present
JP Morgan Chase June 2008 - June 2011
JPMorgan Chase July 2006 - May 2008
Skills
Banking, Financial Services, Wealth Management, Commercial Lending, Credit, Loans
Education
Columbia Business School 2001 — 2004
MBA, Marketing, Leading and Managing, Corporate Finance
University of Denver - Daniels College of Business 2000 — 2000
Leadership Certificate, Emerging Leaders Program
Brown University 1986 — 1991
BA, Public Policy and Economics
V3 Capital Management May 2011 - Present
High Rise Capital Management 2005 - May 2011
JPMorgan Chase 2002 - 2005
JPMorgan Chase 2000 - 2002
Education
New York University 2003 — 2006
MS, Real Estate Development
Brown University 1996 — 2000
BS, Engineering
Citigroup May 2012 - Present
Robeco Investment Management July 2007 - December 2011
JPMorgan Chase 1994 - 2007
Skills
Operational Due..., Private Equity
Education
Bryant University 1988 — 1992
Wells Fargo Bank December 1999 - Present
Home Savings Bank July 1996 - December 1999
JPMorgan Chase September 1958 - April 1981
Skills
Customer Service, Investment Properties, Mortgage Banking, First Time Home Buyers, VA loans, Credit, Finance, Loan Origination, Refinance, Residential Mortgages, Loans, Banking, Credit Analysis, Real Estate, Sales, Consumer Lending, Investments
Education
New York University 1958 — 1961
MBA, Finance/Accounting
Brown University 1953 — 1957
BA, History
Nationwide Insurance 2005 - 2007
Bank One 2002 - 2004
JPMorgan Chase 1999 - 2000
American Express 1997 - 1999
Citi 1993 - 1997
Skills
Direct Marketing, Marketing Communications, Marketing, Integrated Marketing, Marketing Strategy, Segmentation, Direct Mail, Sponsorship, Management, Strategy, Sales, Program Management, Creative Direction, Digital Marketing, Market Research, Marketing Management, Sports Marketing, Advertising, Multi-channel Marketing
Education
Ohio University 2000 — 2001
Master's degree Sports Marketing and Facilities Management, Sport and Fitness Administration/Management
University of Michigan Business School 1988 — 1990
Master of Business Administration (M.B.A.), Marketing
Brown University 1981 — 1985
BA, Organizational behavior
ethical culture school
ethical culture school
Nickelodeon February 2014 - June 2015
Nickelodeon April 2013 - February 2014
Nickelodeon October 2011 - April 2013
Plough Penny Partners June 2010 - August 2010
Entertainment Weekly June 2009 - August 2009
Simpson Thacher & Bartlett LLP June 2008 - August 2008
JPMorgan Chase June 2007 - August 2007
SGCIB June 2006 - August 2006
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Spanish, Analysis
Education
Brown University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Deerfield Academy 2003 — 2007
Health First September 2014 - April 2015
Teletech October 2012 - September 2013
Brevard Financial December 2008 - March 2013
Washington Mutual October 2006 - January 2008
JPMorgan Chase May 2002 - March 2006
Skills
Data Entry, Collections, Customer Service, Call Centers, Banking, Payments, Administration, Accounting, Telephone Skills, Loans, Outlook, Credit, Access, Accounts Receivable, Telephone Reception, Health Insurance, Secretarial Skills, Microsoft Excel
Education
Bryant and Stratton College 2006 — 2006
Accounting
Cicero North Syracuse High School 1996 — 1999
High School Diploma, Business
CIFC April 2007 - Present
JPMorgan Chase August 1988 - March 2007
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Brown University 1984 — 1988
BA, American History and Business Economics
The Blake School 1979 — 1984
JPMorgan Chase July 2014 - Present
JPMorgan Chase May 2013 - June 2014
JPMorgan Chase May 2012 - May 2013
JPMorgan Chase December 2010 - April 2012
JPMorgan Chase March 2007 - November 2010
Logica March 2003 - March 2007
Logica US September 1996 - March 2003
Logica September 1995 - September 1996
Logica September 1993 - September 1995
Skills
SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, Agile Methodologies, Business Requirements, Software Project..., User Acceptance Testing, Vendor Management, SQL, Business Process, Unix, Change Management
Education
Brunel University London
BSc (Hons) Computer Science, Computer Software Engineering with minor in Artificial Intelligence
Renaissance Technologies LLC October 2009 - Present
JPMorgan Chase 2007 - 2009
The Jones Group Inc. 2006 - 2007
Skills
Investments, Financial Analysis, Equities, Bloomberg, Portfolio Management, Hedge Funds, Mutual Funds, Asset Management, Finance, Customer Service, Microsoft Excel, Sales, Microsoft Office, Management
Education
Bryant University 2002 — 2006
BA, Marketing, Communication
Smithtown High School 1998 — 2002
Majestic Mortgage January 2009 - Present
JPMorgan Chase April 2004 - September 2008
Skills
Mortgage Banking, Refinance, Mortgage Lending, Selling, First Time Home Buyers, FHA, Loans, Contract Negotiation, FHA financing, VA loans, Loan Origination, USDA, Residential Mortgages, Investment Properties, Reverse Mortgages
Education
Bryant University
Master of Business Administration (MBA), Management
BNY Mellon May 2014 - Present
JPMorgan Chase March 2013 - May 2014
J.P. Morgan September 2010 - March 2013
Putnam Investments March 2007 - September 2010
PNC Global Investment Servicing 2004 - 2007
Shoplink 2000 - 2000
Skills
Fund Accounting, Financial Analysis, Accounting, Financial Reporting, Sarbanes-Oxley Act, Financial Planners, Tax, Corporate Tax, Mutual Funds, Account Reconciliation, Tax Accounting, Auditing, Equities
Education
Bryant University 2003 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Bridgewater State College 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
KP
SunTrust Robinson Humphrey December 2013 - Present
HSBC August 2011 - December 2013
JPMorgan Chase July 1992 - July 2011
Skills
Strategic Planning, Investment Banking, Fixed Income, Capital Markets, Residential Mortgages, Project Finance, Fund Administration, Currency, Valuation, Structured Finance, Portfolio Management, Investments, Financial Structuring, Banking, Equities, Corporate Finance, Financial Analysis, Financial Modeling, Mergers & Acquisitions
Education
Brown University
The Thacher School
Citi June 2003 - Present
Crediit Agricole March 1996 - May 2003
JPMorgan Chase June 1992 - March 1996
Education
Bryant University 1984 — 1988
Bachelor's degree, Finance, General
Needham & Company February 2012 - Present
Citadel Securities LLC September 2010 - August 2011
JPMorgan Chase Equity Research June 2003 - April 2010
JPMorgan Chase January 1999 - January 2003
Skills
Equities, Securities
Education
Brown University
B.A, English
University of Iowa 1994 — 1996
Master of Fine Arts degree, Creative Writing
Albany Academy for Girls 1983 — 1987
Nortek January 2014 - Present
Bright Horizons October 2012 - July 2013
Inskip Automall February 2012 - October 2012
JPMorgan Chase February 2010 - February 2012
CVS Caremark Corporation July 2009 - February 2010
Putnam Investments June 2008 - July 2009
Skills
Bloomberg Application, Microsoft Office 2007, Financial Analysis, Accounting, Fund Accounting, Microsoft Excel, Outlook, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Inventory Management, Management, Access, PeopleSoft, Analysis
Education
Bryant University 2006 — 2009
Bachelor of Science in Business Administration, Concentration: Accounting, Finance Minor: Applied Statistics, GPA: 3.13, Dean’s List
Neumann University 2004 — 2006
JPMorgan Chase May 2013 - Present
JPMorgan Chase March 2011 - May 2013
Associated Bank June 2009 - May 2010
Associated Bank September 2008 - June 2009
Guaranty Bank October 2007 - September 2008
Skills
Banking, Customer Service, Team Building, Consumer Lending, Loans, Small Business Lending, Microsoft Office, Retail Banking, Commercial Banking, Credit, Commercial Lending, Mortgage Lending, Cross Selling, Leadership, Lines Of Credit
Education
Concordia University 2010 — 2012
Bachelor, Human Resource Managenment
Bryant & Stratton College 2006 — 2009
Associate, Human Resource Specialist
Bryant & Stratton College 2006 — 2009
Associate, Business
JPMorgan Chase May 2000 - Present
J.P. Morgan June 1988 - Present
Skills
Performance Management, Training Delivery, Employee Engagement, Talent Management, Training, Call Centers, Mortgage Lending, Mortgage Banking, Loans, Team Building
Education
Bryant & Stratton College 1986 — 1988
Associate's degree, Computer Programming, Specific Applications, 3.8
Cardwell Beach April 2014 - Present
MCR Organizing Solutions LLC June 2005 - March 2013
Barclays Capital April 2004 - August 2004
JPMorgan Chase March 2000 - April 2004
Skills
Office Administration, Budgets, Small Business, Marketing, Spreadsheets, Accounts Payable, Time Management, Management, Team Building, Strategic Planning, Accounts Receivable, Training, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Bookkeeping, Virtual Assistant, Constant Contact, Send Out Cards, Financial Organization, Office Organization, Dentrix, Smile Reminder, Global Trade Settlement, Corporate Actions, Global Custody, Dental Sesame
Education
Brown University 1991 — 1995
Bachelor of Arts (B.A.), Economics
JPMorgan Chase 2004 - 2012
Crosby's food Market June 2001 - November 2004
Skills
Customer Service, Customer Satisfaction, Time Management, Computer Navigation, Computer Maintenance, Desktop Application..., Building Relationships, Goal Oriented, Account Management, Document Management, Research, Management
Education
Bryant and Stratton College-Henrietta 2013 — 2013
Comptia A+ Certification pending, Computer Technician
Brockport High School 1991 — 1995
High School Diploma, General Studies
Alliance Bank Na 2009 - 2013
JPMorgan Chase June 1997 - May 2008
Skills
Banking, Loans, Project Management, Administrative..., Office Administration, Help Desk Support, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Data Entry, Image Processing, Customer Service, Xerox Printers, Bank Reconciliation, Supervising, Billing, Purchasing Supplies, Console operator, High Speed Printer..., Visio, TSO, CICS, CPCS, Encoding Machines, Connect Direct, Rimage CD Rom Burner, Micr8000, Troubleshooting, Training, Credit, Retail Banking, Databases, Commercial Banking
Education
Bryant and Stratton College-Syracuse North 1980 — 1981
Data Processing
JPMorgan Chase & Co. July 2010 - February 2012
US Bank February 2009 - January 2010
JPMorgan Chase June 2006 - October 2008
Giant Eagle August 1998 - April 2006
Skills
Business Analysis, Coaching, Recruiting, Leadership Development, Strategic Planning, Training, Organizational..., Team Building, Team Leadership, Business Strategy, Project Management, Leadership, Sales, Microsoft Excel, Microsoft Office, Time Management, Retail, PowerPoint
Education
Bryant & Stratton College - Parma 1993 — 1995
Associate's degree, Accounting
Western & Southern Financial Group June 2013 - February 2014
JPMorgan Chase Bank March 2009 - May 2013
JPMorgan Chase March 2004 - February 2009
BankOne Corporation (acquired by JP Morgan Chase) December 2002 - March 2004
Skills
Mutual Funds, Portfolio Management, Investments, Fixed Income, Equities, Credit
Education
Upper Iowa University 2008 — 2011
Bachelor's degree, Human Resources Management/Personnel Administration, General
Bryant and Stratton College-Milwaukee 2003 — 2006
Associate's degree, Information Technology
JPMorgan Chase
Education
Bryn Mawr College
Bachelor of Arts (B.A.)
Rochester Regional Health System September 2008 - Present
JPMorgan Chase March 2007 - August 2008
Skills
Hospitals, Healthcare, Healthcare Information..., EHR, Customer Service, Healthcare Management, Process Improvement, Medical Terminology, Medicare, EMR, Epic Systems, HIPAA, Medical Billing, Epic Resolute...
Education
Bryant & Stratton College - Henrietta
National Government Services September 2012 - Present
BNY Mellon May 2011 - August 2012
JPMorgan Chase March 1991 - April 2009
Skills
Microsoft Excel, Microsoft Word, Risk Management, Accounts Receivable, Financial Analysis, Access, Customer Service, Account Reconciliation, Process Improvement, Teamwork, Finance, Research, Outlook, Financial Reporting, Invoicing, Auditing, PeopleSoft, Microsoft Office
Education
Bryant and Stratton College 1985 — 1987
Associate's degree, Accounting
George W. Fowler Higjh School 1977 — 1981
High school diploma, General Studies
Menorah Park Senior Care August 2013 - Present
Home Instead Senior Care September 2011 - June 2013
JPMorgan Chase March 2006 - August 2008
Skills
Healthcare, CPR Certified, Medical Terminology, Nursing, Customer Service, Vital Signs, Hospitals, HIPAA, Elder Care, Healthcare Management
Education
Bryant & Stratton College - Parma 2012 — 2014
Associate's Degree, Health and Medical Administrative Services
John Adams High School
JPMorgan Chase June 2014 - Present
Social Enterprise Greenhouse October 2013 - May 2014
Hong Kong and Shanghai Banking Corporation July 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Research, Teamwork, Event Planning, Time Management
Education
Brown University 2012 — 2016
Bachelor's degree, Economics
University of Oxford 2014 — 2015
Oxford Study Abroad Programme, Economics and Management
International School Manila 1999 — 2012
SAIL Advisors 2010 - Present
ING Investment Management 2007 - 2010
JPMorgan Chase 2003 - 2006
Education
Brown University
Bachelor's Degree, Pyschology, Business Economics