JPMorgan Chase

Industry: Investment banking company

Description

J.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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56,697 JPMorgan Chase employees in database. Find out everything there's to know about JPMorgan Chase employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

JPMorgan Chase Employees

Employee
Years
Job
Industry
Virginia Ginny (Hillman) Tyler Virginia Ginny (Hillman) Tyler United States Details
Virginia Ginny (Hillman) Tyler's JPMorgan Chase Experience November 2013 - December 2014
Job
Industry Financial Services
Experience
JPMorgan Chase   November 2013 - December 2014

Education
College for Financial Planning
CFP

Eddie Valdes Eddie Valdes Rockford, Illinois Area Details
Eddie Valdes's JPMorgan Chase Experience January 2009 - March 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Ron Ellis, GRI, ABR, e-Pro Ron Ellis, GRI, ABR, e-Pro Dallas/Fort Worth Area Details
Ron Ellis, GRI, ABR, e-Pro's JPMorgan Chase Experience June 2009 - December 2009
Job Realtor at Keller Williams Dallas Metro North
Industry Real Estate
Experience
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

Simon Bresler Simon Bresler New York, New York Details
Simon Bresler's JPMorgan Chase Experience May 2006 - August 2006
Job Addictions Counselor at Palladia, Inc.
Industry Mental Health Care
Experience
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

Sonya Knieriem Sonya Knieriem Syracuse, New York Area Details
Sonya Knieriem's JPMorgan Chase Experience July 1991 - November 1999
Job Banking Professional
Industry Banking
Experience
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

Joseph Ode Joseph Ode Dallas/Fort Worth Area Details
Joseph Ode's JPMorgan Chase Experience February 2010 - May 2013
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Edward Davis Edward Davis New York, New York Details
Edward Davis's JPMorgan Chase Experience July 2008 - May 2011
Job Director, Acquisitions at Renewable Energy Trust Capital, Inc.
Industry Financial Services
Experience
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

Amigo Khadka Amigo Khadka Greater New York City Area Details
Amigo Khadka's JPMorgan Chase Experience June 2014 - November 2014
Job Risk Analyst at JPMorgan Chase & Co.
Industry Higher Education
Experience
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

Mo Jammal Mo Jammal Houston, Texas Area Details
Mo Jammal's JPMorgan Chase Experience July 2007 - March 2011
Job VP Healthcare Profession Group at Comerica Bank
Industry Banking
Experience
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

Suzanne Michaux Suzanne Michaux Florence, South Carolina Area Details
Suzanne Michaux's JPMorgan Chase Experience October 1991 - June 2014
Job Operations ● Business Analysis ● Project Management
Industry Financial Services
Experience
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.)

Douglas Herling Douglas Herling Austin, Texas Details
Douglas Herling's JPMorgan Chase Experience May 2014 - August 2014
Job Project Development Intern at Pioneer Green Energy, LLC
Industry Oil & Energy
Experience
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

Emily (Braseth) Riddle Emily (Braseth) Riddle Grand Rapids, Michigan Details
Emily (Braseth) Riddle's JPMorgan Chase Experience September 2012 - October 2014
Job Vice President; Senior Treasury Management Sales Consultant at Wells Fargo
Industry Banking
Experience
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

Kyle Garrett, MBA Kyle Garrett, MBA Oklahoma City, Oklahoma Area Details
Kyle Garrett, MBA's JPMorgan Chase Experience September 2007 - November 2010
Job Account Executive at InterWorks, Inc
Industry Marketing and Advertising
Experience
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

Felicia Hinzman Felicia Hinzman Phoenix, Arizona Area Details
Felicia Hinzman's JPMorgan Chase Experience March 2013 - Present
Job Mortgage Underwriter at JPMorgan Chase
Industry Financial Services
Experience
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

Kaitlyn Simon Kaitlyn Simon Holly Ridge, North Carolina Details
Kaitlyn Simon's JPMorgan Chase Experience July 2010 - Present
Job Financial Analysts at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase   July 2010 - Present

Education
Colby College   2005 — 2009
Finance and Financial Management Services

Sharonda McGill, M.B.A Sharonda McGill, M.B.A Florence, South Carolina Details
Sharonda McGill, M.B.A's JPMorgan Chase Experience January 2008 - January 2013
Job Customer Service Representative at Duke Energy
Industry Financial Services
Experience
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

Keith England Keith England New York, New York Details
Keith England's JPMorgan Chase Experience June 2014 - Present
Job Cleared Derivatives Product Development at JPMorgan Chase
Industry Financial Services
Experience
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

Lauren Dustin Lauren Dustin Greater New York City Area Details
Lauren Dustin's JPMorgan Chase Experience April 2011 - Present
Job Product Risk Management CIB Investor Services
Industry Banking
Experience
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

Jeffrey Hiller Jeffrey Hiller Greater New York City Area Details
Jeffrey Hiller's JPMorgan Chase Experience June 2007 - March 2010
Job Vice President at Morgan Stanley
Industry Banking
Experience
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

Richard Stanton Richard Stanton Montclair, New Jersey Details
Richard Stanton's JPMorgan Chase Experience February 1993 - February 2003
Job CEO Stanton Company
Industry Real Estate
Experience
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

Fredrica Fredi Ash Fredrica Fredi Ash Vero Beach, Florida Details
Fredrica Fredi Ash's JPMorgan Chase Experience June 1983 - October 1994
Job Real Estate Professional at Norris & Company
Industry Real Estate
Experience
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

Christian Nix Christian Nix Greater San Diego Area Details
Christian Nix's JPMorgan Chase Experience April 2012 - February 2013
Job Programmer Analyst at Guild Mortgage Company
Industry Banking
Experience
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

Joshua Warnock Joshua Warnock Orange County, California Area Details
Joshua Warnock's JPMorgan Chase Experience September 2010 - June 2011
Job FullStack JavaScript Developer
Industry Computer Software
Experience
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

Michael Gordon Michael Gordon New York, New York Details
Michael Gordon's JPMorgan Chase Experience 1998 - 2000
Job Global Head of Insurance Solutions | Investment Management
Industry Financial Services
Experience
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

Ingrid Kasaks Ingrid Kasaks Toronto, Canada Area Details
Ingrid Kasaks's JPMorgan Chase Experience August 2012 - May 2014
Job Director, Lending Partnerships at American Express
Industry Financial Services
Experience
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

Suzanne King Suzanne King Florence, South Carolina Area Details
Suzanne King's JPMorgan Chase Experience August 2004 - June 2014
Job Student at Coker College
Industry Financial Services
Experience
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

Lesley Eydenberg Bouvier Lesley Eydenberg Bouvier Greater Boston Area Details
Lesley Eydenberg Bouvier's JPMorgan Chase Experience 1995 - 2000
Job Active fixed income, equities and private equity investor
Industry Investment Management
Experience
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

Natalie Labelle Natalie Labelle Ottawa, Canada Area Details
Natalie Labelle's JPMorgan Chase Experience December 2008 - November 2009
Job Ottawa Marriott
Industry Hospitality
Experience
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

Jason L Groves Jason L Groves Oklahoma City, Oklahoma Area Details
Jason L Groves's JPMorgan Chase Experience 2006 - 2008
Job Area Executive Vice President at First Citizens Bank
Industry Banking
Experience
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

Cyndi Schrecker Cyndi Schrecker Tucson, Arizona Details
Cyndi Schrecker's JPMorgan Chase Experience November 2004 - February 2005
Job Small Business Consultant
Industry Accounting
Experience
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

David Morie David Morie Greater St. Louis Area Details
David Morie's JPMorgan Chase Experience January 2006 - January 2007
Job Investment Associate at Saleeby & Associates, Inc
Industry Financial Services
Experience
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

Derek Sindelman Derek Sindelman Greater New York City Area Details
Derek Sindelman's JPMorgan Chase Experience September 2006 - July 2008
Job Director of Sales at Urielpure
Industry Investment Management
Experience
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

William Otto William Otto Greater Milwaukee Area Details
William Otto's JPMorgan Chase Experience 1989 - 1999
Job Financial Advisor, CEPA
Industry Financial Services
Experience
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

Stefanie Shelley Stefanie Shelley Greater New York City Area Details
Stefanie Shelley's JPMorgan Chase Experience December 2004 - February 2006
Job Chief Marketing Officer and Product Management Executive
Industry Financial Services
Experience
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

Kristin Lieberman Kristin Lieberman New York, New York Details
Kristin Lieberman's JPMorgan Chase Experience August 2003 - July 2008
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
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

Jesse Mackey Jesse Mackey Greater New York City Area Details
Jesse Mackey's JPMorgan Chase Experience June 2002 - December 2002
Job Principal, Investment Officer of 4Thought Financial Group, Inc., Syosset, Long Island, New York
Industry Financial Services
Experience
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

Marc S. Pico, CFP® Marc S. Pico, CFP® Greater New York City Area Details
Marc S. Pico, CFP®'s JPMorgan Chase Experience April 2003 - April 2005
Job CERTIFIED FINANCIAL PLANNER™ at LPL Financial
Industry Financial Services
Experience
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

Devin B. Mullane Devin B. Mullane Columbus, Ohio Area Details
Devin B. Mullane's JPMorgan Chase Experience April 2014 - Present
Job Regional Supervision Manager at JPMorgan Chase
Industry Financial Services
Experience
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

Daniel Antokal Daniel Antokal Greater New York City Area Details
Daniel Antokal's JPMorgan Chase Experience May 2007 - November 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Tony B Huynh Tony B Huynh San Diego, California Details
Tony B Huynh's JPMorgan Chase Experience July 2007 - March 2014
Job Business Analyst, Production Operations at Guild Mortgage
Industry Financial Services
Experience
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

Camille Coniglio Camille Coniglio Greater New Orleans Area Details
Camille Coniglio's JPMorgan Chase Experience January 2011 - May 2013
Job Wells Fargo Commercial Banking
Industry Banking
Experience
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

Christopher Selicious, CAMS Christopher Selicious, CAMS Greater New York City Area Details
Christopher Selicious, CAMS's JPMorgan Chase Experience February 2014 - Present
Job AML Alerts Analyst at JPMorgan Chase
Industry Financial Services
Experience
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

Aaron McCray Aaron McCray Detroit, Michigan Details
Aaron McCray's JPMorgan Chase Experience May 2014 - Present
Job Visual Designer, User Experience at General Motors
Industry Marketing and Advertising
Experience
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

Alison Gilmore Alison Gilmore Greater New York City Area Details
Alison Gilmore's JPMorgan Chase Experience 2001 - 2004
Job Financial Services Risk & Regulatory Marketing Leader at PwC
Industry Financial Services
Experience
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

Chris Engstrom Chris Engstrom Greater Boston Area Details
Chris Engstrom's JPMorgan Chase Experience 2003 - 2007
Job Communications Director at Root Capital
Industry Internet
Experience
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

Raymond Dahlman, CRPC® Raymond Dahlman, CRPC® Houston, Texas Area Details
Raymond Dahlman, CRPC®'s JPMorgan Chase Experience 2003 - 2004
Job President Financial Consultant at DSA Financial Group, Inc.
Industry Financial Services
Experience
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

John Mahnke John Mahnke Greater New York City Area Details
John Mahnke's JPMorgan Chase Experience February 2007 - April 2009
Job Vice President at Citi
Industry Internet
Experience
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

Dan Harley Dan Harley Greater Philadelphia Area Details
Dan Harley's JPMorgan Chase Experience 2002 - 2005
Job Retail Marketing Executive at Vanguard
Industry Marketing and Advertising
Experience
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

Christian Castillo Christian Castillo New York, New York Details
Christian Castillo's JPMorgan Chase Experience December 2013 - December 2014
Job Vice President/Project Manager Global Consumer Bank AML PMO at Citi
Industry Program Development
Experience
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

Allie Libby Featherston Allie Libby Featherston Greater New York City Area Details
Allie Libby Featherston's JPMorgan Chase Experience April 2011 - February 2013
Job Vice President, Digital Marketing at Wells Fargo
Industry Marketing and Advertising
Experience
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

Amit Gaind Amit Gaind Greater New York City Area Details
Amit Gaind's JPMorgan Chase Experience June 2007 - September 2008
Job Principal at Investcorp
Industry Financial Services
Experience
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

Daniel J. Bloom, CFP® Daniel J. Bloom, CFP® Cleveland/Akron, Ohio Area Details
Daniel J. Bloom, CFP®'s JPMorgan Chase Experience March 2003 - August 2009
Job President at Living Well Financial Group, Inc.
Industry Financial Services
Experience
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

Shane Moore, CFP® Shane Moore, CFP® Austin, Texas Details
Shane Moore, CFP®'s JPMorgan Chase Experience 1993 - 2001
Job National Speaker, Author, and Wealth Manager
Industry Financial Services
Experience
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

Meghan Curtin Meghan Curtin Greater New York City Area Details
Meghan Curtin's JPMorgan Chase Experience February 2012 - September 2013
Job VP International Relationship Manager
Industry Banking
Experience
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

Kevin Boldin Kevin Boldin Greater San Diego Area Details
Kevin Boldin's JPMorgan Chase Experience August 2002 - February 2005
Job Topnotch Servant Leader!
Industry Information Technology and Services
Experience
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)

Jonathan Quitt Jonathan Quitt Greater New York City Area Details
Jonathan Quitt's JPMorgan Chase Experience February 2011 - Present
Job Producer,Technical Producer, Production Director
Industry Events Services
Experience
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

Sarah Gibson Tuttle Sarah Gibson Tuttle Greater Los Angeles Area Details
Sarah Gibson Tuttle's JPMorgan Chase Experience August 2002 - May 2005
Job Founder & CEO, Olive & June
Industry Cosmetics
Experience
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)

Eric Rosas Eric Rosas Greater New York City Area Details
Eric Rosas's JPMorgan Chase Experience July 2013 - Present
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
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

Chris Kleinbauer Chris Kleinbauer San Francisco Bay Area Details
Chris Kleinbauer's JPMorgan Chase Experience 2007 - 2009
Job Senior Director, Program & Portfolio Management, Digital & Mobile Product Development at Visa
Industry Internet
Experience
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

Red Sheresky Red Sheresky Greater New York City Area Details
Red Sheresky's JPMorgan Chase Experience June 2010 - August 2010
Job Underwriter at Merchant Cash and Capital
Industry Financial Services
Experience
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

Erin Willeford Erin Willeford Oklahoma City, Oklahoma Area Details
Erin Willeford's JPMorgan Chase Experience May 2008 - May 2009
Job Social Media Specialist
Industry Marketing and Advertising
Experience
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

Alice Dietrich Alice Dietrich Melbourne, Florida Area Details
Alice Dietrich's JPMorgan Chase Experience January 2012 - Present
Job Credit Coordinator at JPMorgan Chase
Industry Financial Services
Experience
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

Kathy Anselmi Kathy Anselmi Parker, Colorado Details
Kathy Anselmi's JPMorgan Chase Experience May 2012 - September 2013
Job Office Administrator at Auto Transporter
Industry Health, Wellness and Fitness
Experience
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)

Jessica (Bullard) Lee Jessica (Bullard) Lee Morrisville, North Carolina Details
Jessica (Bullard) Lee's JPMorgan Chase Experience 1995 - 1995
Job Financial Planner & Advisor | JBL Financial Group LLC
Industry Financial Services
Experience
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

Greg Rubens Greg Rubens Greater Chicago Area Details
Greg Rubens's JPMorgan Chase Experience July 2005 - October 2010
Job National Account Manager at Redwood Logistics
Industry Logistics and Supply Chain
Experience
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

Golenia Mullins Golenia Mullins Florence, South Carolina Details
Golenia Mullins's JPMorgan Chase Experience October 2008 - Present
Job at
Industry Financial Services
Experience
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

Lisa Rosen Lisa Rosen Greater New York City Area Details
Lisa Rosen's JPMorgan Chase Experience July 2011 - March 2013
Job Online Video Producer/Project Manager at Defy Ventures
Industry E-Learning
Experience
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

Tom Trost, MBA Tom Trost, MBA Bartlett, Illinois Details
Tom Trost, MBA's JPMorgan Chase Experience March 2010 - August 2011
Job President at Trost Asset Management, Inc.
Industry Financial Services
Experience
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

Tim Cassidy Tim Cassidy Greater New York City Area Details
Tim Cassidy's JPMorgan Chase Experience June 2004 - June 2006
Job Vice President at Aumundi Smith Breeden
Industry Investment Management
Experience
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

Jena Cohen Jena Cohen Greater New York City Area Details
Jena Cohen's JPMorgan Chase Experience February 2014 - Present
Job Executive Director Global Head of Associate Development at JPMorgan Chase Asset Management
Industry Human Resources
Experience
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

Jack Schneider Jack Schneider Greater New York City Area Details
Jack Schneider's JPMorgan Chase Experience July 2004 - February 2006
Job Product Manager at NYCE Payments Network
Industry Financial Services
Experience
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

Heather Regan Bussdieker Heather Regan Bussdieker Columbus, Ohio Area Details
Heather Regan Bussdieker's JPMorgan Chase Experience February 2003 - Present
Job Communications and Design Professional
Industry Banking
Experience
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

Kera Van Valen, CFA Kera Van Valen, CFA Greater New York City Area Details
Kera Van Valen, CFA's JPMorgan Chase Experience 2001 - 2002
Job Managing Director, Investment Analyst and Portfolio Manager at Epoch Investment Partners
Industry Investment Management
Experience
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

Jennifer (Lowery) Van Solkema Jennifer (Lowery) Van Solkema Greater New York City Area Details
Jennifer (Lowery) Van Solkema's JPMorgan Chase Experience December 2013 - Present
Job Program Director
Industry Financial Services
Experience
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

Ernie Fiore Ernie Fiore Greater New York City Area Details
Ernie Fiore's JPMorgan Chase Experience 2005 - Present
Job Senior Product Manager at JPMChase
Industry Financial Services
Experience
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

Dedri Powell Dedri Powell Florence, South Carolina Area Details
Dedri Powell's JPMorgan Chase Experience June 2008 - Present
Job Sr Lead Opts Spc at JPMorgan Chase
Industry Real Estate
Experience
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

Judy Evers CFP (R) Judy Evers CFP (R) Greater Chicago Area Details
Judy Evers CFP (R)'s JPMorgan Chase Experience June 1991 - August 2004
Job Investment Advisor , CUSO Financial Services, L.P.
Industry Financial Services
Experience
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

Purnell Mills Purnell Mills Charlotte, North Carolina Area Details
Purnell Mills's JPMorgan Chase Experience October 2006 - April 2010
Job IT Business Analyst at Bank of America
Industry Financial Services
Experience
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

LaMarr E. Datcher LaMarr E. Datcher Miami, Florida Details
LaMarr E. Datcher's JPMorgan Chase Experience August 2002 - August 2005
Job Business Development & Litigation Support Consultant
Industry Legal Services
Experience
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

Derek Donnelly Derek Donnelly Greater New York City Area Details
Derek Donnelly's JPMorgan Chase Experience June 1992 - December 2002
Job Senior Managing Director at FGIC
Industry Financial Services
Experience
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

Vance Wilber Vance Wilber Greater New York City Area Details
Vance Wilber's JPMorgan Chase Experience June 2014 - Present
Job Executive Director Compliance Technology
Industry Information Technology and Services
Experience
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

Beth Hersh Beth Hersh Greater New York City Area Details
Beth Hersh's JPMorgan Chase Experience March 1985 - August 2007
Job Vice President at Lehman Brothers
Industry Banking
Experience
Lehman Brothers  August 2007 - Present
Lehman Brothers  2007 - Present
JPMorgan Chase   March 1985 - August 2007

Education
Colgate University

Sandy Kaul Sandy Kaul Greater New York City Area Details
Sandy Kaul's JPMorgan Chase Experience January 2004 - April 2005
Job Managing Director & Global Head of Business Advisory Services, Citi Investor Sales
Industry Financial Services
Experience
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

Jennifer Pflug Jennifer Pflug Greater New York City Area Details
Jennifer Pflug's JPMorgan Chase Experience March 2013 - Present
Job JPMorgan Chase
Industry Banking
Experience
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

Charles Fleischmann Charles Fleischmann Greater New York City Area Details
Charles Fleischmann's JPMorgan Chase Experience 2001 - 2003
Job Partner
Industry Venture Capital & Private Equity
Experience
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

Beth Sugarman Hersh Beth Sugarman Hersh Greater New York City Area Details
Beth Sugarman Hersh's JPMorgan Chase Experience 1985 - 2007
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
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

Andre Bogle, CFA Andre Bogle, CFA Greater New York City Area Details
Andre Bogle, CFA's JPMorgan Chase Experience 2005 - 2008
Job Credit Risk Vice President at JPMorgan Chase
Industry Financial Services
Experience
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

Anne Gray Anne Gray Greater New York City Area Details
Anne Gray's JPMorgan Chase Experience June 2009 - Present
Job SVP at JPMorgan Chase
Industry Financial Services
Experience
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

Kathleen Lee-Johnston Kathleen Lee-Johnston Greater New York City Area Details
Kathleen Lee-Johnston's JPMorgan Chase Experience 1996 - November 2008
Job Vice President at JPMorgan Chase
Industry Banking
Experience
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

Jack Lucid Jack Lucid Philadelphia, Pennsylvania Details
Jack Lucid's JPMorgan Chase Experience 1987 - 1996
Job President at Disston Precision
Industry Wholesale
Experience
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

Gloria Campbell Gloria Campbell San Antonio, Texas Area Details
Gloria Campbell's JPMorgan Chase Experience October 2008 - Present
Job Senior Compliance Officer at JP Morgan Chase
Industry Banking
Experience
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

Louise Sclafani Louise Sclafani Greater New York City Area Details
Louise Sclafani's JPMorgan Chase Experience January 1994 - February 2009
Job Managing Director at Rockefeller & Co.
Industry Investment Management
Experience
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

Sinath Eng Sinath Eng Greater New York City Area Details
Sinath Eng's JPMorgan Chase Experience June 2010 - May 2014
Job Real Estate Agent at Anchor Realty Group
Industry Banking
Experience
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

Darrin Seth Nobles Darrin Seth Nobles Baltimore, Maryland Details
Darrin Seth Nobles's JPMorgan Chase Experience January 2013 - March 2014
Job Consultant at KnowledgeSource Consulting
Industry Human Resources
Experience
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

David Brichford David Brichford Greater Detroit Area Details
David Brichford's JPMorgan Chase Experience March 1987 - Present
Job IT Project Manager at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase   March 1987 - Present

Education
College for Creative Studies   1983 — 1985
Graphic Communication

Lawrence Technological University   1976 — 1980
BS, Architecture

dan cullinan dan cullinan Greater New York City Area Details
dan cullinan's JPMorgan Chase Experience 1993 - 2008
Job VP at U.S. Bancorp Investments,Inc
Industry Financial Services
Experience
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

Warren Lewis Warren Lewis Phoenix, Arizona Area Details
Warren Lewis's JPMorgan Chase Experience May 2014 - Present
Job Retired at JPMorgan Chase
Industry Banking
Experience
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

Corey Durant Corey Durant Greater Atlanta Area Details
Corey Durant's JPMorgan Chase Experience August 2003 - August 2009
Job Research Director at CoStar Group
Industry Financial Services
Experience
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

Wahid Mehre Wahid Mehre Tracy, California Details
Wahid Mehre's JPMorgan Chase Experience August 2001 - April 2012
Job Insurance Producer
Industry Insurance
Experience
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

Hamilton Colwell Hamilton Colwell Greater New York City Area Details
Hamilton Colwell's JPMorgan Chase Experience June 2004 - May 2010
Job Maia Yogurt, Founder & President
Industry Health, Wellness and Fitness
Experience
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

Jim Devore Jim Devore Greater New York City Area Details
Jim Devore's JPMorgan Chase Experience April 2003 - January 2015
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
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

Zachary Davies Zachary Davies New York, New York Details
Zachary Davies's JPMorgan Chase Experience June 2010 - August 2010
Job Finance Manager at Vince
Industry Financial Services
Experience
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

Ian McClay Ian McClay Greater New York City Area Details
Ian McClay's JPMorgan Chase Experience May 1999 - February 2002
Job Bank Debt Operations at King Street Capital Management
Industry Banking
Experience
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

Marshall Crowder Marshall Crowder Ocala, Florida Area Details
Marshall Crowder's JPMorgan Chase Experience April 2004 - Present
Job Sales Representative/Insurance Agent
Industry Banking
Experience
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

Chris Tulloch Chris Tulloch Park City, Utah Details
Chris Tulloch's JPMorgan Chase Experience January 2007 - July 2015
Job Vice President at JPMorgan Chase
Industry Banking
Experience
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

James J. Ryan James J. Ryan Greater New York City Area Details
James J. Ryan's JPMorgan Chase Experience January 1998 - January 2001
Job Adjunct Professor at Mercy College Graduate School of Business
Industry Investment Management
Experience
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

Anna Siwula-Figueroa Anna Siwula-Figueroa Greater Chicago Area Details
Anna Siwula-Figueroa's JPMorgan Chase Experience March 2010 - May 2011
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
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

William Clifford William Clifford Greater Boston Area Details
William Clifford's JPMorgan Chase Experience 2000 - 2005
Job Employee Benefits Practice Leader at USI Insurance Services LLC
Industry Insurance
Experience
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

Mary Segreti Mary Segreti Greater Chicago Area Details
Mary Segreti's JPMorgan Chase Experience February 2012 - June 2013
Job Secondary Science Teacher at Peace Corps
Industry Higher Education
Experience
Peace Corps  June 2013 - Present
JPMorgan Chase   February 2012 - June 2013

Education
Colgate University   2007 — 2011
Bachelor of Arts (B.A.), Astrogeophysics

Marisol ONeil Marisol ONeil Bakersfield, California Area Details
Marisol ONeil's JPMorgan Chase Experience September 2009 - March 2011
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
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

Holly Amorosana Holly Amorosana New York, New York Details
Holly Amorosana's JPMorgan Chase Experience April 2013 - Present
Job Vice President, Assistant General Counsel at JPMorgan Chase
Industry Legal Services
Experience
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

Carl Shepard Carl Shepard Greater San Diego Area Details
Carl Shepard's JPMorgan Chase Experience December 1998 - June 2008
Job IBM i / iSeries / AS400 analysis, design and programming
Industry Computer Software
Experience
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

E Lawrence Smith, CRPC ®, CRPS ® E Lawrence Smith, CRPC ®, CRPS ® Dallas/Fort Worth Area Details
E Lawrence Smith, CRPC ®, CRPS ®'s JPMorgan Chase Experience June 2008 - November 2011
Job Registered Representative at Lincoln Financial Advisors
Industry Financial Services
Experience
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

Susan Precup Susan Precup Houston, Texas Area Details
Susan Precup's JPMorgan Chase Experience May 1991 - January 2002
Job Regional Manager at DTK, Inc
Industry Facilities Services
Experience
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

Michele Wolfe, AAMS® Michele Wolfe, AAMS® Orlando, Florida Details
Michele Wolfe, AAMS®'s JPMorgan Chase Experience January 1999 - July 2007
Job Registered Associate at Morgan Stanley Wealth Management
Industry Investment Management
Experience
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

JOSEPH WISNESKI JOSEPH WISNESKI Greater New York City Area Details
JOSEPH WISNESKI's JPMorgan Chase Experience 1969 - 1998
Job OWNER
Industry Financial Services
Experience
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

Russell Wilson Russell Wilson Greater Denver Area Details
Russell Wilson's JPMorgan Chase Experience July 2014 - February 2015
Job Associate at Cornerstone Government Affairs
Industry Financial Services
Experience
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

Richard Bollman Richard Bollman Darien, Connecticut Details
Richard Bollman's JPMorgan Chase Experience September 1986 - May 1998
Job Banker retired at U.S. Trust
Industry Banking
Experience
U.S. Trust   May 1998 - March 2009
JPMorgan Chase   September 1986 - May 1998

Education
Colgate University   1973 — 1977
BA, Economics

Beth Sugarman Hersh Beth Sugarman Hersh United States Details
Beth Sugarman Hersh's JPMorgan Chase Experience March 1985 - August 2007
Job Executive Director, Product Management at JPMorgan Chase
Industry
Experience
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

Bridgette Drimmel Bridgette Drimmel Grover Beach, California Details
Bridgette Drimmel's JPMorgan Chase Experience December 2007 - January 2008
Job Broker Relations Manager at David Saxe Productions
Industry Entertainment
Experience
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

Joselle Bracy Joselle Bracy Florence, South Carolina Details
Joselle Bracy's JPMorgan Chase Experience November 2011 - Present
Job Bankruptcy specialist at JPMorgan Chase
Industry Financial Services
Experience
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

Courtney Hough Courtney Hough Hartsville, South Carolina Details
Courtney Hough's JPMorgan Chase Experience December 2010 - June 2013
Job Processing Specialist I at Assurant
Industry Financial Services
Experience
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

Sherry Curry Sherry Curry Marion, South Carolina Details
Sherry Curry's JPMorgan Chase Experience 2001 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase   2001 - 2013

Education
Coker College   2008 — 2012
Bachelor of Arts (B.A.), Sociology

Matthew Hilgeman Matthew Hilgeman El Cajon, California Details
Matthew Hilgeman's JPMorgan Chase Experience March 2000 - Present
Job IT at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase   March 2000 - Present

Education
Coleman College   1994 — 1995
Certificate Computer Technician

Grossmont College   1982 — 1985

Rebecca Regan Rebecca Regan Brooklyn, New York Details
Rebecca Regan's JPMorgan Chase Experience July 2013 - July 2014
Job AML Compliance
Industry Financial Services
Experience
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)

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