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
JPMorgan Chase November 2013 - December 2014
Education
College for Financial Planning
CFP
Merrill Lynch March 2012 - Present
JPMorgan Chase January 2009 - March 2012
JPMorgan Chase October 2005 - March 2012
Merrill Lynch May 2005 - August 2005
StudentCity.com August 2003 - May 2005
Northern Illinois University May 2003 - August 2004
Ron Webber & Associates June 2000 - June 2001
Rockford Public Schools June 1999 - June 2001
Skills
Holistic Financial..., Wealth Management, Banking, Bilingual-Spanish, Investments, Market Analysis, Marketing Strategy, Market Research, Financial Advisory, Strategic Financial..., Succession Planning, Helping Clients Succeed, Building Long Lasting..., Passion for Helping..., Relationship Marketing, Financial Analysis, Financial Markets, Cash-flow Management, Retail Banking, Commercial Banking, Cash Management, Small Business Lending, Commercial Lending, Client Aquisition, Customer Service, Customer Satisfaction, Customer Retention, Educational Leadership, Mentoring, Estate Planning, Business Planning, Community Outreach, Microsoft Office, Google Docs, Google Apps, Outlook, Small Business, Sales, New Business Development, Leadership, Marketing
Education
College for Financial Planning 2014 — 2016
CFP
Rockford University 2009 — 2012
Masters, Business Administration; Finance, 3.6
Northern Illinois University 2003 — 2005
Bachelor of Science, Economics
Rock Valley College 2000 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
Guilford Highschool 1997 — 1998
High School Diploma
Harlem high school 1995 — 1997
Boylan Catholic High School 1993 — 1994
Keller Williams Realty December 2013 - Present
Coldwell Banker Residential Brokerage July 2013 - December 2013
Vantium Capital July 2010 - July 2013
JPMorgan Chase June 2009 - December 2009
HEIT Consulting 2008 - 2009
Lehman Brothers October 2006 - February 2008
QMark, Inc. 2005 - 2006
ULQ, LLC. March 2004 - March 2005
Ellis Computer Consulting 2003 - 2004
GreenPoint Credit June 2000 - November 2003
Skills
Disaster Recovery, Business Continuity, Project Management, SharePoint, Windows Server, VoIP, Technical Architecture, Networking, SIP, Workforce Management, Vendor Management, Security, Data Center, IT Strategy, IT Management, SDLC, Integration, Information Security, Active Directory, ITIL, Troubleshooting, Leadership, Call Centers, CRM, Business Analysis, IT Operations, Information Technology, Management, Telecommunications, Network Administration, Network Design, System Deployment, Enterprise Software, Technical Support, Visio, Professional Services, Infrastructure, Consulting, Enterprise Architecture, Cloud Computing, Contract Negotiation, Project Planning, Sales
Education
Coleman College 1990 — 1994
BS, Business Information Systems
San Diego State University-California State University 1984 — 1985
Business/Office Automation/Technology/Data Entry
Palladia, Inc. September 2014 - Present
Family Services of Westchester August 2013 - January 2014
Ferkauf Graduate School of Psychology, Yeshiva University, Albert Einstein School of Medicine September 2012 - January 2014
Max and Celia Parnes Psychological Services Family Clinic August 2012 - January 2014
CBT DBT Associates August 2010 - April 2012
Sanders Ortoli Vaughn-Flam Rosenstadt LLP June 2007 - April 2012
Lenox Hill Hospital May 2007 - April 2012
Mood and Personalities Research Group - Mount Sinai Hospital December 2010 - April 2011
JPMorgan Chase May 2006 - August 2006
Skills
Research, Psychology, Mental Health, Psychotherapy, Group Therapy, Adolescents, Family Therapy, Behavioral Health, Therapists, Treatment, Clinical Research, Mental Health Counseling, Crisis Intervention, Case Managment, Social Services
Education
Silberman School of Social Work (Hunter College) 2014 — 2016
Master of Social Work (MSW), Mental Health Services for Individuals, Families, and Spanish Speakers, Honors Student
Ferkauf Graduate School of Psychology 2012 — 2014
Psychology Doctorate (Psy.D.), Clinical Psychology, 3.8
Colgate University 2003 — 2007
Bachelor of Arts (B.A.), International Relations and Asian Studies, 3.59
BSB Bank and Trust June 2002 - August 2003
Canandaigua National Bank November 1999 - June 2002
JPMorgan Chase July 1991 - November 1999
Skills
Building Relationships, Team Leadership, Notary Public, Insurance, Retail Banking, Branch Management, Computer Literate, Time Management, Financial Sales, Banking, Financial Services
Education
College for Financial Planning
Certified Financial Para-Planner
Fidelity Investments May 2013 - Present
JPMorgan Chase February 2010 - May 2013
Southwest Texas Capital Bank June 2005 - August 2005
Skills
Banking, Relationship-building..., •Experienced..., Series 7, series 63, Cash Register, Loan Servicing
Education
College for Financial Planning 2013 — 2013
Series 7, Finance and Financial Management Services, 84
The University of Texas at Arlington 2010 — 2013
Bachelor's degree, Business Management
Renewable Energy Trust Capital, Inc. June 2015 - Present
Renewable Energy Trust July 2014 - June 2015
First Solar July 2013 - July 2014
First Solar May 2011 - July 2013
JPMorgan Chase July 2008 - May 2011
Colby College January 2008 - May 2008
Colorado Governor's Office of Policy and Initiatives January 2008 - January 2008
JPMorgan Chase June 2007 - August 2007
C-SPAN June 2006 - August 2006
Office of U.S. Senator Ken Salazar June 2005 - July 2005
Skills
Financial Modeling, Data Analysis, Economics, Financial Analysis, Research, Analysis, Microsoft Excel, Valuation, Corporate Finance, Investments, Strategic Planning, Microsoft Office, PowerPoint, Due Diligence, Risk Management, Policy Analysis, Mergers, Business Development, Finance, Project Finance, Management, Energy, Mergers & Acquisitions
Education
Colby College 2004 — 2008
B.A., Government, Administrative Science
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase June 2014 - November 2014
Colby-Sawyer College August 2012 - May 2014
GE Capital May 2013 - August 2013
Country Houses Real Estate January 2013 - May 2013
Colby-Sawyer College August 2011 - May 2013
Student Managed Investment Fund, Colby-Sawyer College January 2013 - April 2013
Colby-Sawyer College March 2012 - January 2013
Colby-Sawyer College September 2011 - January 2013
Malpi Institute and AJ Wild College July 2010 - July 2011
Skills
Public Speaking, Public Relations, Accounting, Event Planning, Research, Customer Service, Conflict Resolution, Leadership, Financial Analysis, Finance, Bloomberg Terminal, Data Analysis, Microsoft Excel, Social Entrepreneurship, Logistics Management, Teamwork, Management
Education
Colby Sawyer College 2011 — 2014
Bachelor of Science, Business Administration, 3.92
Malpi Institue, Nepal 2008 — 2010
4.0
Comerica Bank April 2015 - Present
MEUS Consulting Inc March 2012 - March 2015
Bank of America March 2011 - April 2014
JPMorgan Chase July 2007 - March 2011
Jos. A. Bank Clothiers August 2004 - July 2007
Skills
Portfolio Management, Credit, Small Business Lending, Banking, Loans, Lines Of Credit, Financial Analysis, Customer Relations, Strategic Planning, Customer Service, Cross Selling, Retail, Team Building, Coaching, Budgeting, Sales Management, Microsoft Office, Accounting, Negotiation, New Business Development, Small Business, Problem Solving, Financial Management, Business Strategy, Managerial Finance, Consumer Lending, Finance, Credit Analysis, Commercial Banking, Commercial Lending, Treasury Management, Relationship Management, Financial Planning, Financial Services
Education
College of Business 2002 — 2004
MBA, Business
Oklahoma City University 2001 — 2001
Master of Business Administration (MBA), MBA
Lebanese University 1996 — 2000
BS, Accounting & Finance
JPMorgan Chase October 1991 - June 2014
Skills
Loans, Mortgage Lending, Banking, Mortgage Banking, Financial Services, Bankruptcy, Mortgage Insurance, Project Management, Data Mapping, Mortgage Servicing, Process Improvement, Loan Servicing, Mortgage Underwriting, Securities, FHA, Loss Mitigation, USDA, Asset Based Lending, Lines Of Credit, VA loans, Commercial Banking, Default, Commercial Mortgages, Refinance, Cross Selling, Residential Mortgages, VA Loans
Education
Coker College 2014 — 2016
Bachelor of Business Administration (B.B.A.)
Pioneer Green Energy, LLC December 2014 - Present
Pioneer Green Energy, LLC February 2014 - December 2014
JPMorgan Chase May 2014 - August 2014
Thrive Partners September 2013 - December 2013
Oak Investment Partners February 2010 - June 2013
Environmental Investment Organisation August 2011 - May 2013
Oak Investment Partners January 2009 - February 2010
Norwalk Yacht Club June 2004 - September 2007
Skills
Sustainability, Research, Carbon Accounting, Analysis, Competitive Analysis, Renewable Energy, Data Analysis, Financial Modeling, Microsoft Excel, Project Management, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy and Entrepreneurship
Colgate University 2004 — 2008
B.A., Geology
Wells Fargo September 2015 - Present
Wells Fargo November 2014 - August 2015
JPMorgan Chase September 2012 - October 2014
JP Morgan March 2012 - October 2012
J.P. Morgan April 2010 - March 2012
M&T Bank August 2008 - April 2010
M&T Bank June 2005 - August 2008
Skills
Commercial Lending, Commercial Banking, Credit Analysis, Financial Analysis, Relationship Management, Underwriting, Cash Management, Treasury Management, Financial Services, Credit
Education
Colgate University 2001 — 2005
B.A., Sociology
InterWorks, Inc October 2014 - Present
Mid-American Christian University May 2013 - Present
Carlisle FoodService Products February 2014 - October 2014
InterWorks, Inc June 2011 - February 2014
Dell November 2010 - June 2011
JPMorgan Chase September 2007 - November 2010
Skills
Business Intelligence, Tableau, Account Management, Business Development, Data Analysis, Google Analytics, Social Media Marketing, SEM, Marketing Research, Contract Negotiation, Banking, PPC, Databases, SEO copywriting, Google Adwords, Commercial Banking, Insurance, Marketing, Marketing Strategy, Statistical Modeling, Database Development, Tableau Software, Product Management, Product Marketing, Food & Beverage, Sales, Training, Analytics, Small Business, Online Marketing
Education
University of Central Oklahoma - College of Business Administration 2008 — 2009
MBA, Leadership, Management, Business Research, Marketing, Statistical Analysis, and Process Management.
Oklahoma State University 2000 — 2002
BS, Business Administration and Management, Marketing Minor
JPMorgan Chase March 2013 - Present
TruWest Credit Union May 2008 - March 2012
Wal-Mart June 2008 - August 2008
First Franklin - Merrill Lynch 2003 - 2008
Franklin First Financial 2003 - 2008
Hewlett-Packard March 2002 - March 2003
Skills
Customer Satisfaction, Mortgage Banking, Mortgage Lending, Loans, Credit, Management, Training, Underwriting, Customer Service, Access, Microsoft Excel, Microsoft Office, Loan Origination, FHA, Refinance, Loss Mitigation
Education
Coleman College 2002 — 2003
Network Administrator, Information Technology
JPMorgan Chase July 2010 - Present
Education
Colby College 2005 — 2009
Finance and Financial Management Services
Duke Energy March 2014 - Present
JPMorgan Chase January 2008 - January 2013
JPMorgan Chase & Co. January 2008 - January 2013
JPMorgan Chase & Co. January 2008 - January 2013
Washington Mutual Bank January 2003 - January 2008
Washington Mutual Bank January 2003 - January 2008
Fleet Mortgage Corp September 1997 - January 2003
Skills
Banking, Financial Services, Credit Analysis, Credit, Risk Management, Loan Origination, Analysis, Loans, Financial Risk, Finance, Financial Analysis, Microsoft Excel, Mortgage Lending, Financial Modeling, Valuation, Data Analysis, Fixed Income, Bloomberg Terminal, Loan Servicing, Portfolio Management, Investment Banking, Loss Mitigation, Insurance, Investments, Economics, Capital Markets, SDLC, SAS, Private Equity, Equities, VBA, Microsoft Office, Sharrepoint, Business Objects, Avaya Technologies, LPS Desktop, Minitab, Mortgage Servicing
Education
Webster University 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Coker College 2006 — 2010
Bachelor of Science (BS)-Business Administration, Business Administration and Management, General
JPMorgan Chase June 2014 - Present
Colgate University September 2013 - May 2014
Colgate University September 2013 - May 2014
Colgate University April 2011 - May 2014
J.P. Morgan June 2013 - August 2013
Shelter Centre February 2013 - May 2013
Hartigan's Ice Cream Shoppe June 2009 - August 2010
Skills
Microsoft Excel, Financial Analysis, Editing, Leadership, Microsoft Office, Microsoft Word, Research, PowerPoint, Bloomberg Terminal, Writing, Teaching, Music, Teamwork
Education
Colgate University 2010 — 2014
Bachelor's Degree, International Relations and Affairs
Evanston Township High School 2006 — 2010
Diploma
JPMorgan Chase April 2011 - Present
JPMorgan Chase September 1995 - Present
JPMorgan 1995 - 2007
US Trust 1984 - 1995
Dartmouth College 1980 - 1982
Skills
Product Management, Fixed Income, Risk Management, Global Custody, Financial Markets, Business Development, Securities, Investments, Equities, Financial Services, Portfolio Management, Banking, Product Development, CRM, Insurance, Derivatives, Capital Markets, Asset Management, Hedge Funds, Mutual Funds, Alternative Investments, Bloomberg, Middle Office, Money Market, Bonds, FX Options, Investment Banking
Education
Colby College 1976 — 1980
BA, Economics
Lebanon High School
Morgan Stanley July 2015 - Present
JPMorgan Chase & Co. March 2010 - June 2015
JPMorgan Chase June 2007 - March 2010
Skills
Credit Risk, Financial Analysis, Equities, Bloomberg, Fixed Income, Capital Markets, Investment Banking, Series 7, Derivatives, Due Diligence, Microsoft Excel
Education
Colgate University 2003 — 2007
B.A, Economics
Stanton Company July 2005 - Present
Montclair United Soccer Club July 2014 - Present
Montclair Kimberley Academy September 2012 - June 2014
The Montclair Kimberley Academy 2007 - 2012
JPMorgan Chase February 1993 - February 2003
Barron 1993 - 1995
Barron 1993 - 1995
Skills
Public Speaking, Due Diligence, Fundraising, Social Media, Nonprofits, Valuation, Coaching, Real Estate, Real Estate Negotiating, Real Estate Financing
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Colgate University 1987 — 1991
BA
MKA 1983 — 1987
Norris & Company Real Estate May 2015 - Present
Sotheby's International Realty June 2011 - May 2015
Coldwell Banker Residential Brokerage 2003 - June 2011
The Metropolitan Corporate Counsel September 1999 - January 2002
JPMorgan Chase June 1983 - October 1994
Skills
Negotiation, Short Sales, Relocation, First Time Home Buyers, Sellers, Buyer Representation, First Time Buyers, Condos, New Home Sales, Listings, Single Family Homes, Foreclosures, REO, Investment Properties, Townhomes, Resale, Real Estate, Luxury, New Homes, Realty, Referrals, e-PRO, Rentals, Land, SFR, Sellers Agent, Home Sellers, Move Up Buyers, Selling, ABR, Waterfront, Home Staging, Listing Homes, Investors, Buyers, Real Estate Transactions, Residential Homes, Sales
Education
Rollins College 1979 — 1983
1983, Business
College for Financial Planning 1984 — 1985
Financial Paraplanner 86, Certified Financial Para-Planning
Gill St. Bernard's
High School, Regular/General High School/Secondary Diploma Program
Guild Mortgage Company February 2013 - Present
JPMorgan Chase April 2012 - February 2013
Madison Valley Medical Center July 2008 - April 2012
Moonlight Basin - Ennis and November 2007 - April 2008
Mountain Top Construction February 2007 - November 2007
Guild Mortgage Company October 2006 - February 2007
Moonlight Basin - Ennis and January 2006 - October 2006
JPMorgan Chase November 1997 - December 2005
ETi Solutions January 1996 - January 1998
Skills
AS400, Healthcare, Telecommunications, Banking, I5, Hospitality, SDLC, Active Directory, Analysis, Databases, Windows, Problem Solving, Business Analysis, Customer Relations, Change Management, Application Development, Testing, Compliance, Integration, Administration, Documentation, System Administration, Contract Negotiation, Network Administration, Excel, Computer Hardware, Process Improvement, Troubleshooting, Operating Systems, Visio, Word, Deployment, Requirements Analysis, SharePoint, Programming, Vendor Relations, Architecture, Oracle SQL, Oracle PL/SQL..., PL/SQL, Software Documentation, SQL, Microsoft Word, IBM iSeries, Microsoft Excel, Vendor Management, Project Management, Business Requirements, DB2, Systems Analysis
Education
Coleman College 1995 — 1996
AA, Computer Information Science
Coleman College 1995 — 1996
AA, Computer Science
Wells Fargo October 2014 - Present
BlueYield November 2013 - October 2014
ICF International March 2013 - November 2013
Capital One June 2011 - March 2013
JPMorgan Chase September 2010 - June 2011
Bank of Oklahoma January 2008 - January 2010
Skills
JavaScript, Bootstrap, API, AngularJS, npm, SQL, Github, SAS Programming, jQuery, HTML5, Git, D3.js, JSON, MySQL, Express.js, Node.js, Mongo DB, VBA, Scrum, Balsamiq 3 Wire Framing, CSS, HTML, Bootstrap 3, Risk Management, Banking, Credit Analysis, Loans, Financial Analysis, Underwriting, Credit, Microsoft Excel, Finance, Relationship Management, Funding, Outlook, Microsoft Office, Data Analysis, Document Review, PowerPoint, Competitive Analysis, Customer Service, Financial Services, Credit Risk, Consumer Lending
Education
Orange County Code School 2015 — 2015
University of Central Oklahoma - College of Business Administration 2006 — 2009
Bachelors of Business Administration, Business Administration
University of Oklahoma 2002 — 2005
Business Administration
BNY Mellon 2015 - Present
BNY Mellon 2013 - 2015
Longbridge Financial, LLC 2012 - 2013
New York Life Insurance Company 2011 - 2012
New York Life Insurance Company 2005 - 2011
New York Life Insurance Company 2001 - 2005
JPMorgan Chase 1998 - 2000
Skills
Investments, Executive Management, Wealth Management, Insurance, Strategy, Management, Finance, Leadership, Entrepreneurship, Business Development
Education
Colgate University 1992 — 1996
Bachelor of Arts, BA, Philosophy
American Express May 2014 - Present
JPMorgan Chase August 2012 - May 2014
JPMorgan Chase November 2008 - July 2012
Moyer Aggregates 2002 - 2007
RBC 1997 - 2002
CIBC 1996 - 1997
Reckitt Benckiser 1992 - 1996
Skills
Product Development, Marketing Strategy, Marketing Research, Credit Cards, Loyalty Programs, Market Research, Retail, Team Building, Analysis, Customer Retention, Database Marketing, Segmentation, Strategy, Analytics, Integrated Marketing
Education
Colby College 1985 — 1989
BA, Marketing
York University
JPMorgan Chase August 2004 - June 2014
Carolina Pines Regional Medical Center January 2001 - August 2004
Skills
Loans, Banking, Mortgage Banking, Risk Management, Securities, Loan Origination, Process Improvement, Financial Services, Fixed Income, Retail Banking, Administrative..., Problem Solving, Quality Auditing, Organization, Research, Team Leadership, Microsoft Office, Customer Service, Peer Support, Data Analysis, Data Entry, Multi Tasking, Enjoy New Challenges, Love Of Learning, Reports, Communication, Highly detail oriented, Commercial Banking, Management, Microsoft Excel
Education
Coker College 2014 — 2016
Bachelor of Business Management (BBM), Business Administration, Management and Operations
Florence Darlington Techical College 1999 — 2003
Associate's degree, Health Services/Allied Health/Health Sciences, General
Fidelity Investments 2003 - 2009
HSBC Securities 2001 - 2003
Visible Markets 2000 - 2001
JPMorgan Chase 1995 - 2000
Federal Reserve Bank of Boston 1991 - 1993
Skills
Portfolio Management, Capital Markets, Financial Reporting, Equities, Bloomberg, Mergers & Acquisitions, Fixed Income
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA)
Colby College 1987 — 1991
BA Economics
Ottawa Marriott Hotel November 2014 - Present
Ottawa Marriott Hotel July 2013 - November 2014
Carnival Cruise Lines November 2010 - July 2013
JPMorgan Chase December 2008 - November 2009
Sofitel Luxury Hotels Asia Pacific May 2008 - October 2008
Captain Cook Cruises January 2008 - May 2008
Courtyard by Marriott April 2005 - October 2007
Courtyard Marriott Ottawa April 2003 - April 2005
Skills
Hospitality Industry, Front Office, Tourism, Reservation, Guest Recovery, Guest Service Management, Revenue Analysis, Property Management..., Hotels, Hotel Management, Concierge Services, Catering, Hotel Booking, Rooms Division, Micros, Pre-opening, Resorts, Yield Management, Banquets, MICROS, Reservations
Education
Collège La Cité 2003 — 2005
Travel and Tourism, Hospitality
First Citizens Bank January 2008 - Present
JPMorgan Chase 2006 - 2008
Bank of the West 2005 - 2006
First United Bank 2001 - 2005
MidFirst Bank 1995 - 2001
Skills
Banking, Loans, Commercial Lending, Cash Management, Commercial Banking, Commercial Mortgages, Commercial Real Estate, Consumer Lending, Credit, Credit Analysis, Customer Service, Deposits, Finance, Financial Analysis, Insurance, Lines Of Credit, Loan Origination, Management, Mortgage Lending, New Business Development, Portfolio Management, Retail Banking, Small Business Lending, Strategic Financial..., Underwriting
Education
University of Central Oklahoma
University of Central Oklahoma - College of Business Administration
Paychex October 2013 - Present
Corecubed -- Aging Care Marketing April 2012 - April 2013
The Chatter Box, LLC--Pediatric Therapy May 2009 - April 2012
Holdaway Medical Services November 2008 - May 2009
Liberty Mortgage of KY, Inc February 2005 - November 2008
JPMorgan Chase November 2004 - February 2005
Novartis July 2001 - November 2004
Paychex June 1997 - July 2001
Skills
iWork, Sales, Sales Operations, New Business Development, Durable Medical..., Pharmaceutical Sales, Respiratory Products, Healthcare Industry, Medical Billing, Microsoft Excel, Salesforce.com, Cloud Computing, Microsoft Office, Accounting, QuickBooks, Payroll Services, Office Management, Training, Management, Marketing, Selling, Leadership, Business Development, Insurance, Payroll, Finance, Sales Process, Business Process..., Healthcare
Education
Certificate 2013 — 2013
College of Charleston 1992 — 1996
B.S, Business Administration and Accounting, 3.0
Saleeby & Associates, Inc February 2010 - Present
E*TRADE Financial January 2007 - December 2007
Edward Jones March 2006 - January 2007
JPMorgan Chase January 2006 - January 2007
US Army January 1985 - March 2006
Skills
Investments, Series 7, Management, Finance, Trading, Time Management, Customer Service, Options, Retirement Planning, Asset Allocation, Mutual Funds, Financial Advisory, Securities, Fixed Annuities, High Net Worth..., Bloomberg, Wealth Management...
Education
College for Financial Planning 1999 — 2005
MS, Financial Planning
University of Missouri-Columbia 1981 — 1985
BA, BA Agricultural Economics
Urielpure July 2010 - Present
David Lerner Associates, inc. October 2008 - July 2009
JPMorgan Chase September 2006 - July 2008
Ameriprise Financial Services, Inc. May 2003 - July 2006
Ameriprise 2003 - 2006
Skills
Investments, Equities, Fixed Income, Asset Managment, Strategic Financial..., Financial Analysis, Financial Modeling, Insurance, Risk Management, Asset Allocation, Retirement Planning, Budgets, Mutual Funds, Wealth Management, Microsoft Excel, Series 63, Estate Planning, Uniform Combined State..., Asset Management
Education
Colgate University 1999 — 2003
Molecular Biology / Economics
Investors Advisory Group January 2001 - Present
JPMorgan Chase 1989 - 1999
US Bank (f/k/a First Wisconsin) June 1978 - December 1988
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Estate Planning, Portfolio Management, Financial Advisory, Financial Services, Small Business, Securities, Finance, Long-term Care, Financial Planners, Credit, Mutual Funds, Commercial Banking, Investment Advisory, FINRA, High Net Worth..., Mergers & Acquisitions, Asset Allocation, Alternative Investments, Fixed Annuities, Private Equity, Banking, Private Banking, Credit Analysis, Risk Management, Retirement, Mortgage Lending, Investment Strategies, IRAs, Investment Management, Asset Management, 401k, Insurance, Equities, Financial Analysis, Life Insurance, Financial Modeling, Fixed Income, Financial Planning, Asset Managment, Tax, Succession Planning, Mergers
Education
The University of Chicago - Booth School of Business 2010 — 2011
CEPA, Certified Exit Planning Advisor, Business Succession Planning
College for Financial Planning 1995 — 1997
Investments, Insurance, Taxes, Trusts, Retirement Income Planning
University of Wisconsin-Milwaukee 1985 — 1987
Executive MBA, Finance, Strategic Management
Ripon College 1974 — 1978
BA, Double Major: Economics & Political Science
Green Bay West High 1971 — 1974
Broadridge Financial Solutions August 2010 - Present
Green Bank August 2010 - Present
Capital One November 2007 - November 2009
Citibank July 2006 - November 2007
JPMorgan Chase December 2004 - February 2006
JPMorgan Chase December 2000 - December 2004
JPMorgan Chase February 2000 - December 2000
Smith Barney June 1998 - February 2000
GE Capital December 1994 - September 1996
GE Capital 1994 - 1996
Skills
Marketing Strategy, Marketing, Marketing Communications, marketing management, Marketing Budget..., Marketing Budget, Direct Marketing, Strategic Financial..., Product Development, Product Management, Product Marketing, Sales Operations, Salesforce.com, Sales Process, Sales Management, Change Management, Program Management, Team Management, strategy, Business Strategy, Digital Strategy, Go-to-market Strategy, Pricing Strategy, Design Strategy
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Marketing
Colgate University 1980 — 1984
BA, Economics
JPMorgan Chase & Co. April 2013 - Present
Sapient Global Markets July 2010 - April 2013
Infosys June 2009 - August 2009
JPMorgan Chase August 2003 - July 2008
Skills
Banking, Capital Markets, Business Analysis, Derivatives, Credit Risk, Investment Banking, Financial Modeling
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
Master of Business Administration (MBA)
Colgate University 1999 — 2003
BA, Computer Science
4Thought Financial Group, Inc., Syosset, Long Island, New York August 2009 - Present
Park Avenue Securities November 2007 - March 2012
National Network of Accountants Investment Advisors, Inc., Long Island, New York November 2007 - March 2010
Center for Wealth Preservation January 2007 - November 2007
AXA Distributors, LLC January 2003 - May 2004
JPMorgan Chase June 2002 - December 2002
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Development, International Securities Investment, Entrepreneurship
Colgate University 1998 — 2002
BA, Economics
LPL Financial June 2011 - Present
MassMutual Financial Group January 2010 - June 2011
Lenox Advisors (MassMutual) April 2005 - December 2009
JPMorgan Chase April 2003 - April 2005
UBS August 1997 - April 2003
H&R Block Financial Advisors June 1996 - August 1997
Skills
Certified Financial..., Wealth Management, Retirement Planning, Asset Management, Asset Allocation, Portfolio Management, Estate Planning, Risk Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Property & Casualty..., Medicare, Health Insurance, Employee Benefits, Series 24, Series 53, Series 7, Series 65, Series 63, Series 52, Series 3, Financial Advisory, Financial Planners, Retirement, Securities, FINRA, Strategic Financial...
Education
College for Financial Planning 2000 — 2002
CFP Professional Education Program, Financial Planning and Services
Seton Hall University 1992 — 1996
Bachelor of Arts (B.A.), Economics and Political Science
Ranney Prep School 1982 — 1992
High School
JPMorgan Chase April 2014 - Present
JPMorgan Chase September 2013 - April 2014
Chase Investment Services Corp. October 2010 - September 2013
MetLife April 2010 - October 2010
Ameriprise Financial October 2009 - April 2010
Ameriprise Financial February 2008 - April 2010
Ameriprise Financial April 2005 - February 2008
Education
College for Financial Planning 2008 — 2008
CRPC®, Chartered Retirement Planning Counselor (SM)
Western Michigan University - Haworth College of Business 2003 — 2006
Bachelor of Business Administration (BBA), Majors: Personal Financial Planning and Sales and Business Marketing, Minor: Economics
Ameriprise Financial Services, Inc. April 2014 - Present
Antokal & Associates LLC November 2013 - April 2014
JPMorgan Chase May 2007 - November 2013
JPMorgan Chase Bank, N.A. July 2005 - April 2007
JPMorgan Chase Bank, N.A. December 2002 - June 2005
JPMorgan Chase Bank, N.A. April 2000 - November 2002
JPMorgan Chase Bank, N.A. April 1999 - April 2000
Education
College for Financial Planning 2008 — 2013
Certificate of Completion of the CFP Certification Professional Education Program, Financial Planning and Services
Fordham University 1987 — 1990
Master of Business Administration (MBA), Finance, General
Georgetown University 1982 — 1986
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General
Christopher Columbus High School 1978 — 1982
Guild Mortgage October 2014 - Present
JPMorgan Chase July 2007 - March 2014
Priority One Real Estate and Loans March 2006 - July 2007
Real Financial 2003 - 2006
WESTERN SCIENTIFIC INC. 1996 - 2003
Skills
Project Management, Project Planning, Business Requirements, Requirements Analysis, System Requirements, Mortgage Lending, Mortgage Banking, Information Technology, REO, Default, Asset Management, Systems Analysis, Experienced Business..., Mortgage Servicing, System Conversion, Solution Architecture, Needs Analysis, Technology Integration, Business Process..., Procedure Development, Risk Management, Project Scope..., System Testing, System Architecture, Website Development, Real Estate Transactions, Real Estate Financing, Loans, Business Analysis, Business Process, Integration, Requirements Gathering, Competitive Analysis, Banking, Business Development, Lead Generation, Leadership, Management, Outsourcing
Education
Coleman College 2001 — 2003
Bachelor's degree, Computer Applications and Networks
Morse High
UCSD Extension
Wells Fargo June 2013 - Present
JPMorgan Chase January 2011 - May 2013
JP Morgan Chase October 2009 - January 2011
JPMorgan Chase October 2007 - October 2009
JPMorgan Chase June 2005 - October 2007
Legg Mason September 2004 - January 2005
JPMorgan Chase May 2004 - August 2004
Skills
Capital Markets, Portfolio Management, Bloomberg, Credit, Commercial Banking, Asset Based Lending, Middle Market, Commercial Real Estate, Investment Banking, Commercial Lending, Investments, Banking, Valuation, Credit Risk, Asset Management, Finance, Financial Analysis
Education
College of Charleston 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General, Magna Cum Laude
Mount Carmel Academy
High School
JPMorgan Chase February 2014 - Present
Oscar Gruss & Son June 1997 - October 2012
Schonfeld Securities May 1996 - June 1997
CMJ Partners, LLC April 1994 - April 1996
Skills
Equity Trading, Trading, Equities, Bloomberg, Series 63, Options, Series 7, Hedge Funds, Capital Markets, Securities, Investments, Fixed Income, Asset Managment, Portfolio Management, Equity Research, Bonds, Financial Markets
Education
Baruch College, Zicklin School of Business 2013 — 2016
M.B.A., Accounting
Colby College 1989 — 1993
Bachelor of Arts (B.A.), Government
General Motors August 2015 - Present
JPMorgan Chase May 2014 - Present
Jackson Dawson December 2014 - February 2015
Imagination July 2014 - December 2014
BlueWater Technologies October 2013 - May 2014
ES3 February 2011 - September 2013
Various Web Based Training Courses 2011 - 2011
Group Associates Inc June 2007 - June 2010
Arrogancy Games 2002 - 2010
Orawave LLC 2004 - 2009
Skills
Flash, User Interface Design, Interaction Design, User Experience, ActionScript, Art Direction, Creative Direction, Flash Animation, Multimedia, Motion Graphics, Graphics, Creative Strategy, HTML 5, User Interface, Information Architecture, Logo Design, Art, Adobe Creative Suite, Graphic Design, Illustration, Mobile Applications, Animation, After Effects, Video, Video Editing, Copywriting, Premiere, Front-end, Corporate Identity, HTML5
Education
College for Creative Studies
Graphic Design
Michigan State University
Marketing
PwC January 2011 - Present
PwC March 2005 - March 2011
JPMorgan Chase 2001 - 2004
Prudential Financial 1995 - 2001
Education
Colgate University 1989 — 1993
Bachelor of Arts (B.A.), Political Science
Oxfam America 2008 - August 2011
JPMorgan Chase 2003 - 2007
BrownCo (JPMorgan) 2001 - 2003
IRIS Software Development 1999 - 2000
Lotus Development 1997 - 1999
PG Calc Incorporated 1995 - 1997
Skills
User Experience, E-commerce, User-centered Design, Information Architecture, User Interface Design, Web Analytics, Web Design, Web Content Management, Web Project Management, Digital Communication..., HTML, User Interface, Non-profits, Web Development, Strategy, Accessibility, Web 2.0, Content Management, Usability, Drupal, Online Communications, CMS, Nonprofits, Data Analysis, International..., Web Strategy, Communication, CSS, Project Management
Education
Colby College
Bachelor of Science
DSA Financial Group, Inc. 2011 - Present
Investment Professionals, Inc. 2009 - 2010
Ameriprise Financial 2006 - 2009
Credit Acceptance 2005 - 2005
HSBC Card Services 2004 - 2005
JPMorgan Chase 2003 - 2004
Metris Companies 2001 - 2003
United Recovery Systems 2001 - 2001
Citicards 1998 - 2001
AccuStaff 1997 - 1998
Skills
Retirement Planning, Estate Planning, Wealth Management, Financial Planning, Retirement, Investments, Insurance, Long Term Care, Wealth Transfer, Wealth Accumulation, Annuities
Education
College for Financial Planning 2007 — 2007
CRPC
Florida State College at Jacksonville 1999 — 2002
Citi October 2010 - Present
TD Ameritrade May 2009 - October 2010
JPMorgan Chase February 2007 - April 2009
Smith Barney April 2002 - February 2007
Smith Barney April 2000 - April 2002
Smith Barney August 1999 - April 2000
Dow Jones/The Wall Street Journal October 1998 - August 1999
General Media International October 1997 - October 1998
Skills
XHTML, AJAX, Integration, CSS, Business Analysis, Web Project Management, Full SDLC, XML, Requirements Gathering, Web Development, User Experience, Project Management, User Interface, Software Documentation, PMP, Strategy, SDLC
Education
Colgate University 1990 — 1994
BA, History, Chinese
Nanjing University 1993 — 1993
Chinese
University School of Milwaukee 1982 — 1990
Vanguard May 2010 - Present
First National Bank of Omaha August 2006 - May 2010
HSBC Bank USA, N.A. 2005 - 2006
JPMorgan Chase 2002 - 2005
Focint 1999 - 2002
Organic 1998 - 1999
Foote, Cone & Belding 1995 - 1998
Skills
Online Advertising, Analytics, Digital Marketing, Direct Marketing, Marketing Strategy, Account Management, Online Marketing, E-commerce, Marketing, Product Marketing, Strategy, Customer Acquisition, Integrated Marketing, Media Planning, Product Management, Advertising, CRM, Foosball, Team Leadership, Web Marketing
Education
Saint Joseph's University 2011 — 2015
Master of Business Administration (M.B.A.)
Colgate University 1990 — 1994
BA, History
Horace Greeley HS
Citi December 2014 - Present
JPMorgan Chase December 2013 - December 2014
JPMorgan Chase January 2013 - November 2013
JPMorgan Chase December 2011 - December 2012
Adecco Staffing, USA June 2010 - December 2011
Skills
PowerPoint, HTML, Outlook, Microsoft Excel, MS Project, Visio, Data Analysis, Project Management, Clarity, IT Solutions, Program Management, Process Engineering, Business Process..., MIS, SPSS, SQL, CSS, Leadership
Education
Stony Brook University 2009 — 2010
Master of Arts, Public Policy
Colgate University 2005 — 2009
Bachelor of Arts, History
Wells Fargo May 2015 - Present
Wells Fargo February 2013 - May 2015
JPMorgan Chase April 2011 - February 2013
Peppercomm October 2009 - April 2011
PadillaCRT August 2007 - October 2009
Rasky Baerlein Strategic Communications January 2006 - July 2007
Skills
Media Relations, Public Relations, Social Media, Integrated Marketing, Strategic Communications, Press Releases, Corporate Communications, Social Media Marketing, Marketing Communications, Event Planning
Education
Colby College 2003 — 2007
Needham High School 1999 — 2003
Investcorp September 2010 - Present
Lazard September 2008 - September 2010
JPMorgan Chase June 2007 - September 2008
Education
Dartmouth College 2002 — 2007
BE, Engineering
Colby College 2001 — 2003
BA, Physics
Living Well Financial Group, Inc. August 2009 - Present
JPMorgan Chase March 2003 - August 2009
H&R Block Financial Advisors August 2001 - March 2003
Skills
Wealth Management, Estate Planning, Solution Design, Financial Planning, Securities, Finance, Retirement, Strategic Financial..., Insurance, Financial Services, Financial Advisory, Portfolio Management, Investments, Investment Advisory, Tax, Retirement Planning, Cash Management
Education
College for Financial Planning
Financial Planning
Malone University
BA, Business
Quartz Financial 2007 - Present
The Sudden Wealth Center 2010 - Present
JPMorgan 2003 - 2007
Citigroup Smith Barney 2001 - 2003
JPMorgan Chase 1993 - 2001
Skills
Sudden Wealth Management, Comprehensive Wealth..., Investment Management, Financial Planning, Life Insurance, Long-Term Care Insurance, Asset Protection, Retirement Planning, Estate Planning, Municipal Bonds, Universal Life, Whole Life, Public Speaking, Writing
Education
Texas Tech University 1992 — 1993
MSBA, Banking & Finance
Texas State University-San Marcos 1988 — 1992
BBA, Finance
College for Financial Planning 1995 — 1998
CFP designation, CFP Certification Professional Education Program
HSBC Commercial Banking May 2014 - Present
HSBC Commercial Banking September 2013 - Present
JPMorgan Chase February 2012 - September 2013
JPMorgan Chase September 2007 - February 2012
M&T Bank August 2006 - September 2007
Skills
Banking, Credit, Portfolio Management, Loans, Commercial Banking, Finance, Credit Analysis, Relationship Management, Management, Leadership, Cash Management, Treasury Management, Sales, Selling, New Business Development, Strategic Planning, Equities, Small Business, Lines Of Credit, Commercial Real Estate, Sales Process, Fixed Income, Accounting, Proposal Writing, Capital Markets, Commercial Lending
Education
Colgate University 2002 — 2006
BA
Horace Mann 1998 — 2002
High School
Brandes Investment Partners & Co. June 2011 - August 2015
BSP Staffing (Contract Consultant for Brandes Investment Partners) January 2006 - June 2011
Cox Media February 2005 - December 2005
JPMorgan Chase August 2002 - February 2005
TeleSpectrum Worldwide Inc January 2001 - March 2002
Harte-Hanks Direct Marketing January 2000 - January 2001
CoreLogic August 1993 - December 1999
United States Marine Corps 1985 - 1989
Skills
Process Improvement, Business Analysis, SDLC, Software Documentation, Requirements Analysis, Quality Assurance, Wealth Management, Agile Methodologies, Leadership, Asset Management, Team Leadership, Financial Services, Equities, Enterprise Software, SQL, Visio, TFS, Mutual Funds, Change Management, Customer Service, Project Management, Software Project..., Outlook, T-SQL, SharePoint, Analysis, Microsoft Word, Strategic Planning, Microsoft Excel, Finance, Databases, Software Quality..., Testing, User Acceptance Testing, Access, Securities, Trading Systems, Fixed Income, Microsoft Office, Microsoft SQL Server, Risk Management, Business Process..., Business Intelligence, Back Office, Scrum, Vendor Management
Education
Grossmont College 2015 — 2019
Business Administration (currently enrolled Bachelor of Science program)
CERTIFCATIONS 2004 — 2005
Green Belt, Six Sigma
Coleman College 1993 — 1994
MCSE (incomplete)
George P Johnson Experience Marketing March 2015 - Present
Action Impact September 2014 - Present
F & D Productions Inc. January 2013 - Present
JPMorgan Chase February 2011 - Present
Quad E Consulting January 2007 - Present
Ocean Grove Camp Meeting Association Great Auditorium January 2009 - September 2011
New Jersey State Opera November 2009 - January 2011
Lehman Center for the Performing Arts October 2007 - November 2009
Rapiergroup August 2005 - December 2006
Strategic Production Group Llc January 1990 - August 2005
Skills
Production Management, Technical Dir, Technical Direction, Project Management, Entertainment, Corporate Events, Production Managment, Event Management, Trade Shows, Relationship Marketing, Music, Theatre, Television, Live Events, Event Planning, Creative Direction, Strategy, Festivals, Broadcast, Video, AV
Education
Colgate University 1972 — 1976
BA, English, Fine Arts
Stuyvesant HS
Olive & June January 2013 - Present
Heat Energy Group, LLC February 2012 - December 2012
Morgan Stanley May 2005 - February 2012
JPMorgan Chase August 2002 - May 2005
Skills
Hedge Funds, Equities, Investments, Private Equity, Entrepreneurship, Financial Modeling, Valuation, Capital Markets, Venture Capital, Alternative Investments, Series 7, Marketing Strategy, Investment Banking, Asset Management, Fixed Income, Social Media Marketing, Bloomberg
Education
Colgate University 1998 — 2002
Bachelor of Arts (B.A.)
Colgate University 1998 — 2002
Bachelor of Arts (BA)
JPMorgan Chase July 2013 - Present
ESPN December 2012 - May 2013
Colgate University September 2009 - May 2013
ESPN June 2012 - August 2012
New York Mets May 2011 - August 2011
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), International Relations, Spanish
Universidad CEU San Pablo 2011 — 2011
The Hotchkiss School 2006 — 2009
High School Diploma
The Allen-Stevenson School 2003 — 2006
VISA 2011 - Present
Wells Fargo 2009 - 2011
JPMorgan Chase 2007 - 2009
Charles Schwab & Co., Inc. 2004 - 2006
Charles Schwab & Co., Inc. 2002 - 2004
Charles Schwab & Co., Inc. 2001 - 2002
Charles Schwab & Co., Inc. 1998 - 2001
Charles Schwab & Co., Inc. 1996 - 1998
Charles Schwab & Co., Inc. 1994 - 1996
Skills
Program Management, Financial Services, Cross-functional Team..., PMO, Project Portfolio..., Business Analysis, Process Improvement, Project Management, Business Process..., Product Development, PMP, Integration, Leadership, SDLC, Business Process..., Management, Agile Project Management, Certified Scrum Master..., Scaled Agile Framework..., E-commerce, Relationship Management, Lean Software..., Resource Management, Governance, Software Project..., Requirements Analysis, IT Strategy, Change Management, Staff Development, Scrum, Vendor Management, Business Requirements, Competitive Intelligence, Business Process, Product Management, Analytics, Business, Agile Methodologies
Education
Stanford University
Bachelor's degree, Human Biology
Stanford University 2004 — 2005
Certificate (Stanford Certified Project Manager), Stanford Advanced Project Management Program, Stanford Center for Professional Development
College for Financial Planning 1993 — 1994
Certificate, CFP Professional Education Program
Merchant Cash and Capital LLC October 2012 - Present
Murray & Burnaman, LLC May 2011 - July 2011
JPMorgan Chase June 2010 - August 2010
Skills
Bloomberg, Equities, Financial Modeling, Financial Analysis, Portfolio Management, Investments, Microsoft Excel, Microsoft Office, Analysis, Finance, Research, Marketing, Public Speaking, Social Media, Valuation
Education
Colgate University 2008 — 2012
Bachelor’s Degree, Economics
BigWing Interactive September 2014 - Present
RAW Marketing July 2011 - August 2014
Northwestern Mutual February 2011 - January 2012
SelectForce, Inc May 2009 - February 2011
JPMorgan Chase May 2008 - May 2009
Skills
Customer Relations, Excel, Outlook, PowerPoint, Word, Microsoft Excel, Social Media, Social Media Marketing, Customer Service, Microsoft Word, Marketing Strategy, Employee Relations, Marketing, Google Analytics, Time Management, Leadership, Event Planning, Strategic Planning, Recruiting, Marketing Communications, Social Networking
Education
University of Central Oklahoma - College of Business Administration 2008 — 2011
B.B.A., Marketing
Southwestern Oklahoma State University 2007 — 2008
Marketing
JPMorgan Chase January 2012 - Present
SunTrust Investment Services - Private Wealth Management February 2007 - December 2011
SunTrust Bank May 1998 - February 2007
Skills
Customer Service, New Business Development, Business Development, Office Management, Problem Solving, Finance, Business Banking, Credit, Retirement Planning, Financial Planning, Registered Para Planner, Financial Services
Education
Florida International University 2014 — 2017
Bachelor's Degree, Finance
Eastern Florida State College 2012 — 2014
Associate's Degree
College for Financial Planning
Auto Transporter June 2014 - August 2015
Estrellita, Inc. September 2013 - June 2014
JPMorgan Chase May 2012 - September 2013
Ratnasabapathy Siva MD September 2010 - February 2011
HCA Physician Services Group-Ocala Regional Medical Center May 2010 - January 2011
Williams Family Chiropractic October 2008 - October 2010
Sun Dayz Tanning and Surf Shop June 2007 - June 2010
America's Best Homes, Inc. June 2003 - June 2007
Skills
Office Management, Microsoft Office, Administrative..., Outlook, Customer Service, Microsoft Excel, Microsoft Word, Event Management, Office Administration, Administrative..., Data Entry
Education
Colorado State University-Global Campus 2015 — 2017
Bachelor's degree, Business Administration and Management, General
College of Central Florida 2009 — 2011
Associate of Science (AS)
JBL Financial Group LLC August 2013 - Present
Community Service 2000 - Present
finosus llc 2011 - 2013
Complete Tax Services LLC 2005 - 2008
Cleary University 2006 - 2006
JPMorgan Chase 1995 - 1995
Chemical Bank Japan 1993 - 1995
Nova Southeastern University, Japan 1994 - 1994
Nova Southeastern University, Japan 1993 - 1993
PepsiCo - Frito Lay 1990 - 1992
Skills
Retirement Planning, Financial Planning, Personal Financial..., Succession Planning, College Funding..., Retirement Income..., strategic financial..., Income Protection
Education
New York University - Leonard N. Stern School of Business
MBA, Finance; MS in Accounting
Colgate University
BA, Mathematics; religion
Millburn HS
Guaranteed Rate May 2014 - February 2015
Guaranteed Rate May 2014 - May 2014
Guaranteed Rate January 2014 - May 2014
Guaranteed Rate August 2013 - December 2013
New England Financial January 2012 - July 2013
COUNTRY ® Financial November 2010 - November 2011
JPMorgan Chase July 2005 - October 2010
Fifth Third Bank March 2004 - July 2005
Bank One May 2002 - March 2004
Skills
Finance, Investments, Strategic Financial..., Loans, Banking, Sales, Financial Services, Customer Service, Insurance, Small Business, Mortgage Lending, Start-ups, Employee Benefits, Financial Advisory, Financial Planning, Securities, Relationship Management, Portfolio Management, Financial Analysis, Training, Retirement Planning, Account Management, FINRA, Risk Management, New Business Development, Cold Calling, Mortgage Servicing, Video Production, Bass Guitar, Karaoke, Music Creation, Logistics, FTL, LTL, Rail, Reefer, Flatbed, Freight, Shipping, 3PL, Truckload, Transportation, Container, Supply Chain, Warehousing
Education
Northern Illinois University
Bachelors, Business Administration
College for Financial Planning 2005 — 2007
Financial Planning and Services
Lake Zurich High School
Department of Social Services December 2013 - Present
JPMorgan Chase October 2008 - Present
Washington Mutual Mortgage 2004 - 2006
Skills
Mortgage Lending, Process Improvement, Data Entry, Access, User Acceptance Testing, Software Documentation, Mortgage Banking, Quality Assurance, Customer Service, Credit, Loans
Education
Coker College 2008 — 2010
Bachelor of Arts (B.A.), Social Work
Florence-Darlington Technical College
Associate of Public Services, Human Services and Early Childhood
Defy Ventures February 2015 - Present
Wowza Media Systems October 2014 - January 2015
Columbia University in the City of New York August 2014 - October 2014
Columbia University in the City of New York May 2013 - August 2014
JPMorgan Chase July 2011 - March 2013
92nd Street Y May 2008 - July 2011
92nd Street Y June 2004 - May 2008
The Museum of Modern Art January 2005 - May 2005
Skills
Film, Video, Video Production
Education
New York University 2003 — 2005
Master of Arts, Cinema Studies
College of Charleston 1999 — 2003
Bachelor of Arts, Art History and Fine Arts
Trost Asset Management, Inc. March 2012 - Present
Downey Financial Group, Inc. August 2011 - Present
JPMorgan Chase March 2010 - August 2011
US Army 2000 - 2008
Skills
Holistic Financial..., Life Insurance, Investments, Retirement Planning, IRA's, 401k Rollovers, Roth IRA, Series 6, Series 63, Series 65, Retirement Solutions, Medicaid planning, Health Insurance, IAR, General Securities..., Wealth Management, Wealth Preservation..., Wealth Accumulation..., College Savings Plans, 529 Plans, Insurance, Financial Services, Financial Advisory, Strategic Financial..., Portfolio Management, Fixed Annuities, Mutual Funds, Term Life Insurance, Asset Allocation, Asset Management, Financial Planners, Estate Planning, Variable Annuities, Wealth Accumulation, Uniform Combined State..., Investment Advisory, Long-term Care, Wealth Management..., Banking, Personal Financial..., Retirement, Finance, 401k
Education
College for Financial Planning 2014 — 2015
CFP Certification Professional Education Program, Certified Financial Planner, Financial Planning & Wealth Management
Southern Illinois University, Carbondale 2008 — 2009
Masters Degree, Business Administration
Aumundi Smith Breeden August 2014 - Present
Stifel Nicolaus and Company September 2012 - July 2014
Bank of America Merrill Lynch July 2009 - September 2011
Barclays Capital June 2006 - June 2007
JPMorgan Chase June 2004 - June 2006
JPMorgan Chase May 2004 - May 2006
Sumitomo Corporation of America June 2002 - June 2004
Education
Duke Fuqua School of Business 2007 — 2009
Colby College 1997 — 2001
Darien High School
JPMorgan Chase February 2014 - Present
GOLDMAN SACHS & CO October 2009 - February 2014
GOLDMAN SACHS & CO June 2005 - October 2009
M&T BANK CORPORATION July 2004 - May 2005
M&T BANK CORPORATION June 2002 - July 2004
Skills
Strategy, Training, Leadership, CRM, Management, Consulting, Equities, Investments, Human Resources, Coaching, Financial Modeling, Financial Analysis, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
M.B.A, Management
Colgate University 1998 — 2002
BA, Sociology, Anthropology
NYCE Payments Network June 2007 - Present
JPMorgan Chase July 2004 - February 2006
Chase CardMember Services April 2001 - June 2004
Sharp Electronics August 1992 - March 2001
Skills
Payments, Vendor Management, Strategic Planning, Debit Cards, Strategic Partnerships, Project Management, Banking, Change Management, Business Development, Team Building, New Business Development, Business Strategy
Education
New York University 1999 — 2000
Certificate, Internet Technologies
Colgate University
BA, East Asian Studies
JPMorgan Chase February 2003 - Present
JPMorganChase 2003 - Present
State Street Bank 1997 - 2000
Education
The Ohio State University 2000 — 2003
Colby College 1991 — 1995
B.A., Psychology
Epoch Investment Partners July 2008 - Present
Catalyst Investors 2007 - 2007
Epoch Investment Partners January 2005 - June 2006
Bank of America 2002 - 2005
Credit Suisse Asset Management 2002 - 2002
JPMorgan Chase 2001 - 2002
Skills
Equities, Portfolio Management, Financial Modeling, Valuation, Fixed Income, Investments, Capital Markets, Equity Research, Private Equity, Asset Allocation, Investment Management, Trading, Investment Strategies
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Value Investing
Colgate University 1997 — 2001
Mathematics
JPMorgan Chase December 2013 - Present
Barclays Capital 2008 - 2012
Lehman Brothers 2006 - 2008
Deutsche Bank 2002 - 2006
Zurich Scudder Investments 2001 - 2002
Goldman Sachs 1997 - 2001
Skills
Integration, Equities, Fixed Income, Trading Systems, Project Management, Derivatives, Portfolio Management, Capital Markets, Bloomberg, Investment Banking, Securities, Asset Managment, Alternative Investments, Series 7, Hedge Funds, Bonds, Asset Management, PMO, Risk Management, Financial Services, Leadership, Strategy, SDLC, Wealth Management, Change Management
Education
Colgate University 1993 — 1997
BA, International Relations
Academy of St. Elizabeth
JPMChase January 2005 - Present
JPMorgan Chase 2005 - Present
JPMorgan Chase 1995 - Present
Skills
Payments, Product Management, Financial Services, Banking, SWIFT payments, Payment Systems
Education
Colgate University 1972 — 1976
JPMorgan Chase June 2008 - Present
Washington Mutual Bank July 2006 - June 2008
Washington Mutual Bank February 2006 - May 2006
Washington Mutal 2003 - 2006
Fleet Mortgage 2000 - 2003
Skills
Mortgage Banking, Loans, FHA, Refinance, Mortgage Lending, Loan Origination, Loss Mitigation, Residential Mortgages, Mortgage Underwriting, VA loans, Mortgage Servicing, USDA, Government Loans, Loan Servicing, FHA financing
Education
Coker College 2015 — 2016
Business Administration and Management, General
Florence Darlington Tech 1987 — 1988
Associate's degree, Accounting
CUSO Financial Services, L.P. at Baxter Credit Union August 2004 - Present
JPMorgan Chase June 1991 - August 2004
Education
College for Financial Planning 1996 — 1998
Certified Financial Planner CFP (R)
Northern Illinois University
BS in Education, History, American and World
Bank of America June 2015 - Present
TIAA-CREF February 2015 - April 2015
Bank of America March 2013 - January 2015
Ally Financial Inc. October 2011 - January 2013
Wells Fargo Bank April 2010 - September 2011
JPMorgan Chase October 2006 - April 2010
Credit Suisse 2005 - 2006
Education
Colgate University 1976 — 1980
U.S. Legal Support, Inc. December 2014 - Present
Veritext Legal Solutions December 2012 - December 2014
Ricoh Americas Corporation November 2010 - December 2012
De Novo Legal (Acquired by Epiq Systems, Inc.) February 2010 - October 2010
Clark Hill PLC March 2009 - March 2009
Low-Income Taxpayer Clinic Valparaiso University Law Clinic August 2008 - December 2008
Bose McKinney & Evans LLP May 2007 - August 2007
JP Morgan Chase January 2006 - May 2006
JPMorgan Chase August 2002 - August 2005
Skills
Advertising, Employee Benefits, Salesforce.com, Solution Selling, Private Equity, Training, Accounting, New Business Development, Sales Management, Interviews, Investments, Selling, Nonprofits, Legal Research, Social Media, Public Relations, Business Development, Marketing, Securities, Editing, Financial Markets, Social Networking, Account Management, Executive Management
Education
Valparaiso University School of Law 2005 — 2008
J.D., Law
Colgate University 1998 — 2002
B.A., Economics
Episcopal High School (Alexandria, VA) 1994 — 1998
FGIC December 2013 - Present
FGIC January 2008 - Present
FGIC March 2006 - November 2007
GE Capital May 2003 - March 2006
JPMorgan Chase June 1992 - December 2002
Skills
Structured Finance, Securitization, Portfolio Management, Fixed Income, Financial Structuring, Capital Markets
Education
Columbia University - Columbia Business School 1999 — 2001
Colgate University 1988 — 1992
BA, International relations; Economics
JPMorgan Chase June 2014 - Present
RBS Markets & International Banking April 2013 - 2014
The Royal Bank of Scotland January 2009 - 2014
RBS Global Banking & Markets January 2010 - April 2013
RBS Greenwich Capital 1999 - January 2009
RBSGC 1999 - January 2009
Kwasha Lipton 1989 - 1992
Skills
AML, Risk Management, Fixed Income, Financial Services, Banking, Capital Markets, Derivatives, KYC, Financial Risk, Trading Systems, Investment Banking, Mergers, Hedge Funds, Equities, Swaps, Business Analysis, Middle Office, Vendor Management, Securities, Unix, Operational Risk, Bloomberg, Credit Risk, Mergers & Acquisitions
Education
Colgate University 1985 — 1989
BA, Physics, Mathematics, Economics
Shelton High 1981 — 1985
Lehman Brothers August 2007 - Present
Lehman Brothers 2007 - Present
JPMorgan Chase March 1985 - August 2007
Education
Colgate University
Citi Prime Finance 2009 - Present
Detica (formerly m.a.partners) 2005 - 2008
JPMorgan Chase January 2004 - April 2005
JPMorgan Chase May 2003 - December 2003
Scient February 2000 - April 2003
IBM Global Services April 1999 - January 2000
Goldman Sachs Asset Management; Commodities Corporation September 1995 - November 1998
Lehman Brothers November 1985 - August 1995
Education
Colgate University 1980 — 1984
Bachelor of Arts (B.A.), History & Political Science
JPMorgan Chase March 2013 - Present
Bank of America September 2009 - March 2013
Deutsche Bank Securities July 2007 - September 2009
Education
Colgate University 2003 — 2007
Bachelor of the Arts, Economics
Universidad Pablo de Olavide 2005 — 2005
Study Abroad, Spanish Language and Literature
Trilantic Capital Partners PrincipalInvestcorpJanuary 2004 - April 2015
JPMorgan Chase 2001 - 2003
Shearman & Sterling 1999 - 2001
Skills
Private Equity, LBO, Investment Banking, Valuation, Financial Modeling, Venture Capital, Capital Markets, Due Diligence, Corporate Finance, Corporate Development, Alternative Investments
Education
Colgate University 1995 — 1999
Bachelor of Arts (B.A.), Economics
ShadySide Academy 1991 — 1995
JP Morgan Chase June 2010 - Present
Aurora Bank FSB August 2007 - June 2010
Aurora Loan Services 2007 - June 2010
Lehman Brothers Bank August 2007 - 2009
JP Morgan Chase March 1985 - August 2007
JPMorgan Chase 1985 - 2007
JP Morgan Chase 1985 - 2007
Chase Home Finance 1985 - 2007
The Chase Manhattan Bank 1985 - 2007
Margaretten & Company 1985 - 1990
Education
Colgate University 1971 — 1975
J.P. Morgan March 2010 - Present
J.P. Morgan 2008 - 2010
JPMorgan Chase 2005 - 2008
Skills
Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Investment Banking, Management, Portfolio Management, Risk Management, Securities, Valuation
Education
Colgate University 2001 — 2005
JPMorgan Chase June 2009 - Present
Merrill Lynch October 2006 - May 2008
Citigroup June 1987 - October 2006
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
Colgate University 1976 — 1980
BA, Russian Studies
JPMorgan Chase 1996 - November 2008
The Chase Manhattan Bank/Chemical Bank 1992 - 1996
Manufacturers Hanover Trust 1985 - 1992
Manufacturers Hanover Trust 1977 - 1985
Skills
Investment Banking, Change Management, Business Continuity, Mergers, Disaster Recovery, Financial Risk, Credit, Loans, Security, Capital Markets, Financial Services, Risk Management
Education
Colgate University 1973 — 1977
BA, Biology
Bronx HS of Science 1970 — 1973
Disston Precision January 2014 - Present
Berenson & Company February 2011 - February 2012
Jefferies & Company August 2006 - December 2008
Merrill Lycnh 1998 - 2004
JPMorgan Chase 1987 - 1996
JPMorgan Chase 1987 - 1996
Education
Colgate University 1983 — 1987
AB, Histroy and East Asian Studies - Japan
JPMorgan Chase October 2008 - Present
Wachovia January 2004 - March 2008
Skills
Visio, Software Documentation, Process Improvement, SharePoint, CRM, MS Project, Management, Leadership, Testing, Product Management, User Acceptance Testing, Unix
Education
Junior College 1973 — 1975
Liberial Arts, General Studies
College of Alameda
Rockefeller & Co. February 2009 - Present
JPMorgan Chase January 1994 - February 2009
Brundage, Story and Rose August 1985 - December 1993
Skills
High Net Worth..., Investments, Asset Allocation, Portfolio Management, Securities, Alternative Investments, Hedge Funds, Management
Education
Pace University - Lubin School of Business 1980 — 1984
MBA, Finance
Yale University 1976 — 1978
MFS, Forestry and Environmental Studies
Colgate University 1972 — 1976
BA, Biology
Anchor Realty Group June 2014 - Present
JPMorgan Chase June 2010 - May 2014
JPMorgan Chase June 2009 - June 2010
JPMorgan Chase April 2007 - June 2009
Skills
Call Centers, Banking, Credit, Vendor Management, Loans, Retail Banking, Customer Service, Customer Experience, Customer Satisfaction, Service Delivery, Relationship Management, Business Analysis
Education
Colgate University 1999 — 2003
Bachelor of Arts (BA), Political Science
KnowledgeSource Consulting April 2015 - Present
KnowledgeSource Consulting April 2014 - April 2015
Watermelon Democracy LLC January 2009 - January 2015
JPMorgan Chase January 2013 - March 2014
JPMorgan Chase May 2011 - December 2012
The Marcus Graham Project December 2008 - August 2009
Skills
Digital Media, Social Media Marketing, Music, Marketing Strategy, Social Media, New Business Development, Strategic Planning, Strategy Development, SEO, Account Management, Team Management, Negotiation, Product Development, Product Management, Product Placement, Advertising, Music Management, Strategic Consulting, Strategy, Business Development, CRM, Brand Management, Entrepreneurship, Leadership, Facebook, Marketing, Management, Blogging, Sales
Education
University of Oklahoma - Price College of Business 2005 — 2008
BBA, Business Management
Colgate University 2004 — 2005
Economics
Jesuit College Preparatory School 2000 — 2004
JPMorgan Chase March 1987 - Present
Education
College for Creative Studies 1983 — 1985
Graphic Communication
Lawrence Technological University 1976 — 1980
BS, Architecture
U.S. Bancorp Investments,Inc August 2009 - Present
JP Morgan 1994 - 2008
JPMorgan Chase 1993 - 2008
Skills
Trading, Fixed Income, Equities, Capital Markets, Securities Lending, Bloomberg, Securities, Hedge Funds, Series 7, Derivatives, Series 63
Education
Colgate University 1977 — 1981
BA, History
Chaminade High School 1974 — 1977
JPMorgan Chase May 2014 - Present
JP Morgan Chase October 2010 - May 2014
JPMorgan Chase May 2005 - January 2010
JP Morgan Chase March 2005 - January 2010
BankOne 1998 - 2004
J.D. Carreker June 1997 - May 1998
Systems Experience September 1996 - May 1997
First Interstate Bank/Wells Fargo November 1993 - August 1996
Shawmut Bank July 1987 - November 1993
American Savings and Loan 1986 - 1987
Skills
Process Improvement, Risk Management, Enterprise Architecture, Financial Services, IT Strategy, Banking, Software Development, Disaster Recovery, Strategy, Vendor Management, Transaction Processing, SDLC, Payments, Business Analysis, Enterprise Software, Management, Mergers & Acquisitions, Program Management, Requirements Analysis, Project Portfolio..., Integration, Portfolio Management
Education
Coleman College
San Diego State University-California State University
CoStar Group September 2014 - Present
CoStar Group August 2009 - September 2014
JPMorgan Chase August 2003 - August 2009
JP Morgan Chase 2003 - 2009
FNANB - First North American National Bank 2003 - 2004
Skills
Credit, Analysis, Team Building, Call Centers, Budgets, Leadership, Management, Recruiting, Customer Satisfaction, Outlook, Coaching, Customer Service, Data Analysis, Customer Retention, Retail, Microsoft Excel, Microsoft Office, Sales, Market Research, Real Estate
Education
College of Charleston 1999 — 2003
Bachelor of Science, Business Administration
Spring Valley
American Income Life Insurance Company September 2014 - Present
American Income Life Insurance Company 2014 - Present
Mission Essential Personell July 2012 - March 2014
JPMorgan Chase August 2001 - April 2012
Skills
Banking, Credit, Consumer Lending, Retail Banking, Small Business Lending, Loan Origination, Lines Of Credit, Cross Selling, Refinance, Cash Management, Credit Cards, Deposits, Branch Banking, Loans, Customer Service, Sales, Project Management, Account Management, Management, Microsoft Excel, Microsoft Office, Sales Management, Team Building, Time Management, Marketing
Education
College of Alameda
General Studies
Maia Yogurt June 2010 - Present
JP Morgan June 2004 - May 2010
JPMorgan Chase June 2004 - May 2010
Skills
Start-ups, Business Strategy, Entrepreneurship, Strategic Planning, Entrepreneur, Business Development, Product Development, Marketing Strategy, Public Relations, Social Media Marketing
Education
Colgate University 1998 — 2001
BA, Economincs and GErman
Deerfield Academy
University of Vermont
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase April 2003 - January 2015
JPMorgan Chase January 2001 - April 2003
Chase Manhattan Corporation July 1996 - December 2000
Chemical Bank January 1990 - July 1996
Skills
Human Resources, Enterprise Architecture, Training, Personnel Management, Deferred Compensation, Vendor Management, Enterprise Software, Business Analysis, Performance Management, Change Management, Talent Management, Process Improvement, Program Management, Succession Planning, Business Continuity, Business Requirements, Risk Management, CRM, SDLC
Education
Montclair State University 1986 — 1988
BA, Business, Marketing
Colgate University 1982 — 1984
Vince April 2015 - Present
Vince July 2013 - April 2015
Bank of America Merrill Lynch July 2011 - June 2013
JPMorgan Chase June 2010 - August 2010
JPMorgan Chase June 2009 - August 2009
NBC Universal May 2008 - August 2008
Education
Colgate University 2007 — 2011
B.A., Economics
King Street Capital Management May 2009 - Present
Merrill Lynch May 2007 - May 2009
Bear Stearns February 2002 - May 2007
JPMorgan Chase May 1999 - February 2002
BNP Paribas May 1998 - May 1999
Education
Fairleigh Dickinson University 1996 — 1997
MBA, Finance
College of Charleston 1993 — 1996
BS, Business Admin
JPMorgan Chase April 2004 - Present
Skills
Direct Sales
Education
College for Financial Planning 2000 — 2002
CFP Designation, Certified Financial planning
Tennessee Temple University 1982 — 1987
Bachelor of Arts, General Science and Music
JPMorgan Chase January 2007 - July 2015
JPMorgan Chase October 2004 - December 2006
State Street Corporation October 2000 - June 2003
State Street Corporation October 1997 - September 2000
Skills
Banking, Process Improvement, Business Analysis, Quality Assurance, Requirements Analysis, Portfolio Management, Risk Management, SDLC, Credit, Vendor Management, Business Intelligence, Software Documentation, Management, Customer Service, Sales
Education
Colby-Sawyer College 1993 — 1997
Bachelor of Science in Business Administration, Business Administration and Management, General
Mercy College Graduate School of Business May 2013 - Present
HSBC Securities August 2004 - September 2008
Southport Partners March 2003 - July 2004
UBS Investment Bank January 2001 - February 2003
JPMorgan Chase January 1998 - January 2001
Salomon Brothers September 1992 - December 1997
Credit Suisse First Boston September 1983 - September 1992
Smith Barney Harris Upham September 1981 - September 1983
Bank of America, N.A. June 1980 - August 1980
Skills
Investment Banking, Corporate Finance, Mergers, Capital Markets, Securities, Trading, Mergers & Acquisitions, Hedge Funds, Investments, Finance, Alternative Investments, Private Equity, Acquisitions, Equities, Venture Capital, Emerging Markets, Valuation
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Colgate University 1970 — 1974
BA, English
UBS Wealth Management July 2013 - Present
PNC October 2012 - July 2013
PNC June 2011 - October 2012
JPMorgan Chase March 2010 - May 2011
AutoNation June 2006 - March 2010
Education
Northwood University 2010 — 2012
Business Administration, Management, Summa Cum Laude
College of DuPage 2007 — 2010
Associate of Science (A.S.), Meeting and Event Planning
University of Trade 1999 — 2003
Bachelor of Management & Marketing
College for Financial Planning
USI Insurance Services LLC December 2013 - Present
USI Insurance Services September 2012 - Present
TD May 2005 - 2012
JPMorgan Chase 2000 - 2005
EmblemHealth 1995 - 2000
Johnson & Higgins 1992 - 1995
Skills
Insurance, Underwriting, Health Insurance, Employee Benefits, Strategic Planning, Disability Insurance, Account Management, Brokers, Sales Management, Risk Management, Executive Management, New Business Development, Mergers, Financial Analysis, Relationship Management, Business Strategy, Benefits Administration, Selling, Mergers & Acquisitions, Leadership, Analysis, Sales, Business Development, Health Care Reform, Health Insurance..., Time & Expense Pricing, Enterprise Risk..., SOX Reporting, Project Portfolio..., Budget Forecasts, Population Health, ERISA, Benefits Captives, Stop Loss, Performance Metrics, Finance, Financial Services, Long-term Care
Education
Colby College 1977 — 1981
AB, Government
Lewiston high school
Peace Corps June 2013 - Present
JPMorgan Chase February 2012 - June 2013
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Astrogeophysics
Charles Schwab June 2014 - Present
Charles Schwab October 2010 - June 2014
JPMorgan Chase September 2009 - March 2011
Education
College for Financial Planning 2012 — 2014
AAMS, Finance and Financial Management Services
University of Phoenix
Financial Planning and Services
JPMorgan Chase April 2013 - Present
Hogan Lovells US LLP October 2010 - April 2013
Law Offices of W. Trent Steele January 2010 - May 2010
Sheila Biehl, P.A. November 2008 - November 2009
Tordale Properties July 2003 - October 2008
Holly H. Amorosana, P.C. January 1997 - June 2003
Jackson, Lewis, Schnitzler & Krupman June 1996 - December 1996
Pavia & Harcourt LLP October 1994 - May 1996
Dorsey & Whitney LLP September 1991 - September 1994
Education
Southern Methodist University Dedman School of Law 1988 — 1991
J.D., Law
Colgate University 1984 — 1988
B.A., Political Science/French
Guild Mortgage Company June 2013 - Present
CG Investment Properties June 2008 - April 2013
JPMorgan Chase December 1998 - June 2008
Infocure April 1997 - December 1998
Southern California Soft-Pak Inc. September 1993 - April 1997
Integrated Health Systems February 1993 - September 1993
Carl Shepard Consulting March 1990 - February 1993
Southern California Soft-Pak Inc. May 1989 - March 1990
National Medical Computer Services January 1986 - May 1989
Skills
Troubleshooting, Analysis, Databases, Program Management, Programming, Software Development, Training, Telecommunications, Technical Support
Education
San Diego State University, Coleman College, College of the Desert
Coleman College 1985 — 1985
Associate of Science (AS), Computer Software Engineering
San Diego State University-California State University 1983 — 1985
Mathematics and Science for engineering applications
College of the Desert 1980 — 1982
General Studies
Lincoln Financial Advisors September 2014 - Present
Strategic Wealth Partners September 2014 - Present
Lincoln Financial Group November 2011 - September 2014
JPMorgan Chase June 2008 - November 2011
Skills
Retirement Income..., Retirement, Team Leadership, Series 63, Business Analysis, Operations Management, Customer Retention, Coaching, Sales Operations, Training, Marketing, Sales, Insurance, Retirement Planning, Series 6, Customer Service, Public Speaking, Business Strategy, Series 7, Public Relations, Uniform Combined State..., Fixed Annuities, Leadership, Financial Advisory
Education
College for Financial Planning 2013 — 2014
Paul Quinn College
Bachelors of Science, Business Administration
DTK, Inc February 2002 - Present
JPMorgan Chase May 1991 - January 2002
Skills
Sales Management, Sales, Account Management, Team Building, Customer Service, Strategic Planning, Management, Budgets, Operations Management, Hospitality, Coaching, Contract Negotiation, Customer Satisfaction
Education
College of Biblical Studies-Houston 2005 — 2007
Lon Morris College 1977 — 1979
Associate of Arts (A.A.), Theater
Morgan Stanley Wealth Management March 2014 - Present
Charles Schwab Branch Network April 2011 - March 2014
Charles Schwab January 2010 - April 2011
Charles Schwab January 2008 - January 2010
The Lending group June 2006 - January 2008
JPMorgan Chase January 1999 - July 2007
Education
College for Financial Planning
AAMS, Accredited Asset Managment Specialist
JPMorgan Chase 1969 - 1998
JPMorgan Chase (Chase Manhattan Financial Services/PFS) 1985 - 1995
BancBoston Mortgage Corp 1991 - 1992
Skills
Asset Managment, Securities, Investments, Mergers, Insurance, Asset Management, Mergers & Acquisitions, Portfolio Management, Financial Services, Management
Education
College for Financial Planning
CFP, Financial Planning
Stonier Graduate School of Banking At Rutgers University 1976 — 1978
Diploma, Banking
NYU Stern School of Business 1969 — 1973
MBA, Finance - Banking & Financial Markets
St. Peter's College 1963 — 1967
B.S., English
Cornerstone Government Affairs February 2015 - Present
JPMorgan Chase July 2014 - February 2015
Colby College September 2010 - May 2014
Coastal Kayaking Tours June 2013 - August 2013
VOX Global May 2012 - August 2012
Skills
Research, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Statistics, Data Analysis, Spanish, Writing
Education
Colby College 2010 — 2014
Bachelor of Arts (BA), Political Science and Government
U.S. Trust May 1998 - March 2009
JPMorgan Chase September 1986 - May 1998
Education
Colgate University 1973 — 1977
BA, Economics
Chase June 2010 - Present
Lehman Brothers August 2007 - June 2010
JPMorgan Chase March 1985 - August 2007
Skills
Capital Markets
Education
Colgate University 1971 — 1975
Bachelor of Arts (BA), English Language and Literature/Letters
David Saxe Productions October 2011 - Present
Vericrest Financial August 2009 - March 2011
Home Loan Preservation January 2009 - July 2009
Conexant October 2008 - January 2009
Qualcomm January 2008 - June 2008
JPMorgan Chase December 2007 - January 2008
Green Tree Servicing September 1999 - December 2005
Skills
Social Media, Strategic Planning, Marketing Strategy, Customer Service, Editing, Event Management, Event Planning, Video Production, Social Media Marketing, Public Relations, Entertainment, Marketing, Sales, Team Building, Public Speaking, Email Marketing, Advertising, Budgets, Leadership, Social Networking, Microsoft Office, Training, Account Management, Management, Online Marketing, Customer Satisfaction, Trade Shows
Education
Coleman College 1996 — 1997
Computer Applications and Networking, Computer Science, Graduated with 3.7 GPA
JPMorgan Chase November 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Loans, Data Entry, Bankruptcy, Mortgage Banking, Business Process, Teamwork
Education
Coker College 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Assurant October 2013 - Present
JPMorgan Chase December 2010 - June 2013
JPMorgan Chase May 2009 - December 2010
Washington Mutual 2007 - January 2009
Washington Mutual July 2005 - June 2006
Washington Mutual March 2003 - July 2005
Coker College January 2001 - July 2001
Skills
Data Entry, Banking, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Mortgage Lending, Analysis, Credit Analysis, Income, Typing, Team-oriented, Team Leadership, Works well with a team, Leadership, Proficient Typing Skills, Microsoft Works, Self-driven, Loans, Call Centers, Loss Mitigation, Training, Underwriting, Mortgage Servicing, Mortgage Banking, Auditing, Risk Management, Software Documentation, Sales, Quality Assurance, Access, Process Improvement, Customer Satisfaction, Finance, Business Analysis, Retail Banking, Loan Servicing, Credit, Residential Mortgages, Mortgage Underwriting, Financial Services, Consumer Lending
Education
Coker College 2000 — 2001
Biology, General
Hartsville High School 1996 — 2000
Diploma, General Studies
JPMorgan Chase 2001 - 2013
Education
Coker College 2008 — 2012
Bachelor of Arts (B.A.), Sociology
JPMorgan Chase March 2000 - Present
Education
Coleman College 1994 — 1995
Certificate Computer Technician
Grossmont College 1982 — 1985
Morgan Stanley August 2014 - Present
JPMorgan Chase July 2013 - July 2014
Skills
KYC, AML, Bank Secrecy Act, Due Diligence, OFAC, Anti Money Laundering
Education
Colgate University 2003 — 2006
Bachelor of Arts (B.A.)
Fordham University School of Law
Doctor of Law (JD)