JPMorgan Chase & Co.
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (31 Dec 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Number of employees: 250,000 (2018) Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
JPMorgan Chase & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan Chase & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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JPMorgan Chase & Co. Employees
KPMG US October 2014 - Present
KPMG US June 2013 - August 2013
JPMorgan Chase & Co. June 2012 - August 2012
Fortress Investment Group June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Social Media, Financial Analysis, Social Networking, Facebook, Social Media Marketing
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Accounting
JPMorgan Chase & Co. October 2014 - Present
Skills
Microsoft Office, Excel, PowerPoint, Financial Analysis, Process Improvement, Budgets, Strategic Planning, Microsoft Word, Customer Service, Team Building, Accounting, Business Strategy, Teamwork, Access, Inventory Management, Vendor Management, Finance, Strategic Financial..., Microsoft Excel, Analysis, Leadership, Management, Business Analysis, Project Management, Forecasting, Employee Relations
Education
Franklin University 2011 — 2012
MBA
Franklin University 2007 — 2011
BS, Financial Management
Miami HEAT December 2009 - Present
Beasley Broadcast Group November 2007 - November 2009
Lincoln Financial Media June 2005 - October 2007
JPMorgan Chase & Co. June 2003 - May 2005
Pioneer Futures Inc. February 1995 - February 2003
Skills
Strategic Partnerships, Marketing Strategy, Digital Media, Advertising, Sponsorship Activation, Media Buying, Integrated Marketing, Social Media Marketing, Sports Marketing, Sponsorship Sales, Professional Sports, Brand Awareness, Brand Development, Brand Management, Media Relations, Digital Marketing, Social Networking, Facebook, Advertising Sales, Sales, Management
Education
Fordham University
Bachelor of Science (BS)
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase June 2013 - September 2014
Miller-Motte Technical College January 2012 - October 2012
Miami-Jacobs Career College April 2010 - October 2012
The Pampered Chef February 2009 - January 2011
Chamberlain College of Nursing November 2008 - April 2010
DeVry University October 2006 - November 2008
M/I Homes February 2004 - October 2006
Huntington National Bank January 2001 - February 2004
Huntington National Bank June 2000 - January 2001
Skills
Higher Education, Student Financial Aid, Adult Education, Staff Development, Project Management, Microsoft Office, Training, Process Improvement, Leadership, Team Building, Budgets, Microsoft Excel, Management, Strategic Planning, Recruiting, Outlook, Research, Career Development, PowerPoint, Campus, Teaching, Academic Advising, Interviews, Teamwork
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
MBA, Project Management
Franklin University 2004 — 2005
B.S., Business, HR, Marketing
JPMorgan Chase & Co. August 2015 - Present
Recyclebank September 2013 - July 2015
American Express January 2012 - September 2013
American Express May 2006 - December 2011
Thayer Media August 2002 - May 2006
Skills
Loyalty Marketing, Marketing Strategy, Customer Acquisition, Digital Marketing, Online Advertising, Product Development, Product Management, Direct Marketing, Integrated Marketing, Marketing, Analytics, Business Strategy, Strategic Partnerships, Segmentation, Multi-channel Marketing, Strategy, Management, Digital Strategy, Social Media Marketing, E-commerce, Social Media
Education
Fordham University - Graduate School of Business Administration 2008 — 2010
MBA, Global Business Management
The George Washington University 1998 — 2002
Bachelor of Arts (B.A.), Electronic Media
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase & Co. June 2012 - August 2014
Mission Essential July 2010 - June 2012
Mission Essential January 2009 - July 2010
Mission Essential August 2008 - January 2009
FirstMerit Bank November 2006 - August 2008
FirstMerit Bank May 2006 - November 2006
FirstMerit Bank January 2005 - May 2006
Army National Guard May 2000 - May 2006
FirstMerit Bank August 2004 - December 2004
Skills
Financial Analysis, Corporate Budgeting, Financial Reporting, Forecasting, Microsoft Excel, SAP, Essbase, Cognos, Account Reconciliation, Accounting, Analysis, Auditing, Banking, Budgets, Business Analysis, Business Intelligence, Business Process..., Cash Flow, Data Analysis, Finance, Financial Accounting, Financial Modeling, Financial Statements, General Ledger, Internal Controls, Leadership, Management, Managerial Finance, Payroll, Process Improvement, Project Planning, Risk Management, Sarbanes-Oxley Act, Strategic Financial..., Team Building, Training, Variance Analysis, Corporate Finance
Education
Franklin University 2009 — 2011
MBA
Kent State University 1998 — 2002
Finance and Business Management
JPMorgan Chase & Co. February 2015 - Present
Self-employed August 2012 - February 2015
Lexur Appraiser January 2007 - August 2012
Skills
Appraisals, REO, Condos, Foreclosures, Single Family Homes, Investment Properties, FHA, Real Estate, Residential Homes, Income Properties, Short Sales
Education
Franklin University
Bachelor of Science (B.S.), Financial Management
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. January 2013 - January 2015
JPMorgan Chase & Co. July 2012 - December 2012
Merrill Lynch September 2011 - July 2012
Bike Ride Across America for CitySquash March 2010 - January 2012
Skills
Bloomberg Terminal, Financial Analysis, Morningstar, Microsoft Office, ThomsonOne, Capital IQ, HTML5, Laravel, PHP
Education
Fordham University 2008 — 2012
Bachelor of Science in Business Administration, Primary Concentration: Finance
JPMorgan Chase December 2011 - August 2015
JPMorgan Chase & Co. 2007 - 2012
Law Offices of Gary Gash April 2008 - May 2009
Skills
Banking, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Risk Management, Loans, Sales, Commercial Banking, Credit Analysis, Financial Services, Relationship Management, Portfolio Management
Education
Southern Connecticut State University 2012 — 2014
MBA, Business Administration and Management, General
Fordham University 2005 — 2009
Bachelor's degree, Sociology
JPMorgan Chase May 2014 - Present
Wall Street Warfighters Foundation March 2014 - November 2014
JPMorgan Chase & Co. May 2014 - July 2014
New Horizons Computer learning centers August 2013 - November 2013
Fordham University November 2011 - June 2013
GP Renewables & Trading July 2012 - November 2012
US Department of Homeland Security March 2009 - November 2011
2/23 Weapons Company June 2008 - January 2011
Marines June 2004 - June 2008
Skills
Military Experience, Military, Military Operations, National Security, Security Clearance, Defense, DoD, Operational Planning, Organizational..., Leadership, Security, Public Speaking, Force Protection, Training, Community Outreach, Supervisory Experience, Crisis Management, Time Management, Government, Policy, Supervisory Skills, Risk Assessment, Intelligence Analysis, Counterterrorism, Program Management, Weapons, Counterinsurgency, Leadership Development, Critical Thinking, Tactics, PowerPoint, Microsoft Office, Research, Risk Management, Emergency Management, Team Leadership, Microsoft Word, Microsoft Excel, Combat, Analysis, Operations Management, Strategic Planning, Public Relations, Employee Training, Security Operations, Logistics, Military Training
Education
University of Pennsylvania - The Wharton School 2014 — 2016
SIFMA / Wharton Certificate, Finance, SIFMA: Securities Industry Institute (SII) - Executive Course, Year 1
Fordham University 2011 — 2013
Bachelor's Degree, Political Science and Government
Long Beach City College 2008 — 2011
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. February 2014 - July 2015
Fordham University May 2013 - August 2013
Fordham University May 2012 - August 2012
Skills
Accounting, Accounts Payable, Financial Statements, Accounts Receivable, Financial Accounting, GAAP, Accruals, US GAAP, Journal Entries, Sarbanes-Oxley Act, Account Reconciliation, Public Speaking, General Ledger
Education
Fordham University 2015 — 2015
Master’s Degree, Professional Accounting
Fordham University 2011 — 2015
Bachelor’s Degree, Public Accounting
Systems Analyst August 2014 - Present
doTERRA August 2014 - Present
JPMorgan Chase & Co. May 2013 - August 2014
JPMorgan Chase October 2000 - December 2009
JP Morgan Chase September 1998 - October 2000
JP Morgan Chase March 1996 - August 1998
Skills
Troubleshooting, Unix, FTP, JCL, Quality Assurance, Mainframe, Security, Project Management, Business Analysis, VPN, Change Management, Requirements Analysis, COBOL, Networking, Information Technology, TSO, Production Support, Process Improvement, Windows 7, Problem Management, SFTP, IBM Mainframe, HTTPS, SSL, SSL Certificates, Data Analysis, Technical Analysis, ACH, PGP, ARP, Lockbox, Disaster Recovery, Management, EDI, FTPS, SSH Client, SSH, JAD, GPG, AS2/3, Ruby, SDLC
Education
The Ohio State University 2010 — 2012
Bachelor's Degree, Linguistics
MyComputerCareer.com 2012 — 2013
Certificate, Information Technology
Franklin University 2009 — 2010
No Degree - Just took classes., Computer Information Science
The Ohio State University 1992 — 1996
Not Declared, Computer and Information Sciences and Support Services
JPMorgan Chase & Co. January 2015 - Present
Deloitte August 2013 - January 2015
HSBC February 2012 - August 2013
KK&M PLLC April 2009 - February 2012
Jaffe & Koumourdas LLP April 2008 - February 2012
Skills
AML, KYC, OFAC, Arbitration, Litigation, Trade Finance, Correspondent Banking, Real Estate Transactions, USA PATRIOT Act, FCPA
Education
Fordham Law School 2006 — 2007
Master's degree, International Business and Trade Law
Mykolo Romerio University 2002 — 2006
Bachelor's degree, Law
JPMorgan Chase & Co. May 2015 - Present
Fordham University August 2014 - May 2015
JPMorgan Chase June 2014 - May 2015
Gucci September 2013 - May 2014
Morgan Stanley June 2012 - August 2013
Godiva Chocolatier October 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Facebook, Adobe Acrobat, Public Speaking, Social Media, Social Media Marketing, Research, Customer Service, Marketing, Time Management, Teamwork, Social Networking
Education
Fordham University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Communications and Media Studies Minor, 3.6
Columbus School for Girls 2007 — 2011
Bank of America July 2014 - Present
JPMorgan Chase & Co. December 2013 - July 2014
Bank of America June 2012 - December 2013
Deutsche Bank January 2012 - June 2012
Goldman Sachs December 2010 - August 2011
Schonfeld Securities October 2007 - June 2010
Hawkins Delafield & Wood LLP January 2007 - September 2007
DTCC July 2002 - October 2006
Skills
VBA, Microsoft Excel, Technical Analysis, Options Strategies, Greeks, Financial Risk
Education
Fordham University 1999 — 2002
Bachelor of Science (B.S.), Finance and Information Systems
Pace University-New York 1998 — 1999
Aetna March 2015 - Present
JPMorgan Chase & Co. April 2014 - February 2015
Hamilton Consulting May 2013 - February 2015
Gibraltar Private Bank & Trust July 2011 - October 2012
JPMorgan Chase & Co. September 2007 - June 2011
ParVol, Inc August 2002 - August 2006
Anatomy Media 2003 - 2003
University of Michigan May 2000 - July 2000
Skills
Management, Finance, Analysis, Strategy, Microsoft Excel, Microsoft Office, Business Analysis, Asset Management, Commercial Banking, Financial Analysis, Banking, Financial Modeling, Credit, Relationship Management, Investments
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance
University of Michigan 1997 — 2001
BA, African & African-American Studies
JPMorgan Chase & Co. May 2015 - Present
Skills
Leadership, Microsoft Excel, Program Management, Analysis, Training, Marketing, Press Releases, Nonprofits, Policy, Community Outreach, Public Speaking, Research, Employee Training, Telecommunications, Internal Communications, PowerPoint, Budgets, Time Management, Access, Legal Research, Teamwork, Microsoft Office, Customer Service, Strategic Planning, Data Analysis, Process Improvement
Education
Franklin University 2007 — 2008
Master of Science, Communications and Marketing
Ohio University 1982 — 1986
BA, International Studies
Columbus State Community College 2013 — 2013
N/A, Automotive Technology, A
Columbus State Community College
JPMorgan Chase & Co. April 2015 - Present
Capital One March 2011 - April 2015
CEIG Inc., New Breed Wireless June 2009 - August 2009
Newedge 2006 - 2008
Bank of New York Mellon 2004 - 2006
Skills
Financial Modeling, Strategy, Business Analysis, Financial Analysis, Analytics, Risk Management, Analysis, Valuation, SAS, Credit Cards, Financial Services, Competitive Analysis, Business Strategy, Credit Analysis, Credit Risk, Segmentation, Teradata, SQL, Microsoft Office, TreeNet
Education
Georgetown University - The McDonough School of Business
MBA, Finance and Strategy
Fordham University
B.S.
JPMorgan Chase & Co. July 2014 - Present
JPMorgan Chase January 2013 - June 2014
JPMorgan Chase April 2010 - January 2013
JP Morgan Chase March 2007 - April 2010
Ernst & Young June 2004 - March 2007
O'Connor Brokerage - NYMEX May 2003 - June 2004
CTX Media Center 2000 - 2003
Bloomberg LP 1997 - 1999
Skills
Self Assessment, IT Audit, Sarbanes-Oxley Act, CISA, Enterprise Risk..., SAS70, Risk Management, Operational Risk, Auditing, Operational Risk..., Internal Audit, IT Risk Management, Internal Controls
Education
Fordham Gabelli School of Business 1999 — 2001
MBA, Information Systems
State University of New York at Albany 1992 — 1995
BS, Chemistry
JPMorgan Chase & Co. June 2015 - Present
OLSHAN PROPERTIES, formerly MPI-Mall Properties March 2012 - 2015
JPMorgan Chase April 2011 - March 2012
The Pizzuti Companies April 2006 - April 2011
Paramount Realty Advisors / Paramount Financial Group (GMAC Subsidiary) 2002 - 2006
The Pizzuti Companies 2001 - 2002
Glimcher Realty Trust 1996 - 2001
EXPRESS 1993 - 1996
Skills
Lease Administration, Leases, Property Management, Real Estate, Budgets, Corporate Real Estate, Account Reconciliation, Accounting, Asset Management, Financial Analysis, Commercial Real Estate, Auditing, Variance Analysis, Real Estate Economics, Management, Tenant, Lease Audit, Real Estate Development, Due Diligence, Asset Managment, Financial Statements, Landlords, Contract Negotiation, Analysis, Landlord Tenant Disputes, Finance, Portfolio Management, Investment Properties, Mergers & Acquisitions, Shopping Centers, Retail, Landlord/Tenant Matters, Landlord-Tenant..., Landlords Insurance, Dispositions, Facilities Management, Acquisitions, Financial Reporting
Education
Franklin University 1991 — 1993
Bachelor of Science, Finance and Business Management
Kent State University 1988 — 1991
Accounting and Business/Management
JPMorgan Chase & Co. February 2014 - Present
JPMorgan Chase & Co. 2014 - 2015
Expedient Communications January 2012 - September 2013
Time Warner Cable February 2010 - December 2011
Time Warner Cable Business Class 2010 - 2011
Sterling Commerce, Inc July 2008 - March 2009
America Online, LLC April 2004 - January 2008
AOL April 2004 - January 2008
AOL Time Warner August 2000 - March 2004
CompuServe July 1994 - July 2000
Skills
SQL, Databases, Load Balancing, Unix, Call Centers, Telecommunications, Networking, Red Hat Linux, VNC, Business Process, IIS, HTML, Agile Project Management, Solaris, VoIP, TCP/IP, Sybase, Negotiation, Team Building, Process Improvement, Software Documentation, Agile Methodologies, Information Technology, Customer Satisfaction, Data Center, Incident Management, Disaster Recovery, Logistics, Advertising, Technical Support, Hardware, Troubleshooting, Human Resources, IT Operations, System Administration, Network Engineering, SDLC, Oracle, Vendor Management, BMC Remedy, SSH, Cross-functional Team..., Network Administration, Cisco Technologies, Time Management, Cloud Computing, Infrastructure, Windows, ITIL, Java
Education
Franklin University 1989 — 1993
N/A: PostGraduate Studies in Business Administration, Post Graduate in CIS and Business
The Ohio State University 1984 — 1989
BS, Education
St. Ignatius High School
Diploma, College Preparatory
The Ohio State University
BS in Education, Education
JPMorgan Chase & Co. May 2015 - Present
Havas Media September 2014 - April 2015
Havas Media October 2013 - August 2014
Tasting Table September 2012 - December 2012
USTA April 2011 - September 2012
Star Learning Center November 2010 - May 2011
Skills
Human Resources, Facebook, Microsoft Office, Microsoft Excel, Social Media, Social Networking, Social Media Marketing, Event Planning, Time Management, Customer Service, PowerPoint, Microsoft Word, Research
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Economics, German
Immaculata High School
Immaculata High School
JPMorgan Chase April 2013 - December 2014
JPMorgan Chase & Co. September 2011 - March 2013
JPMorgan Chase June 2010 - August 2011
JPMorgan Chase & Co. December 2008 - May 2010
Skills
Banking, Relationship Management, Portfolio Management, Small Business Lending, Loans, Credit, Loan Origination, Lines Of Credit, SBA, Credit Analysis, Treasury Services, Financial Services, Financial Analysis, Financial Planning
Education
University of Wisconsin-Madison
Bachelor of Arts (BA), Economics
Francis W. Parker School
Northwestern University
School of Professional Studies-CFP Program
JPMorgan Chase & Co. June 2015 - August 2015
Office of the Chief Medical Examiner (OCME) July 2014 - August 2014
Elmhurst Hospital Center June 2009 - August 2009
Skills
Microsoft Excel, Mathematics, Microsoft PowerPoint, Microsoft Word, Organization, Multi Tasking
Education
Fordham University 2012 — 2016
Bachelor's Degree, Finance, 3.6
Stuyvesant High School 2008 — 2012
High School
JPMorgan Chase & Co. May 2015 - Present
BNY Mellon June 2013 - May 2015
BNY Mellon June 2006 - June 2013
Citi August 2004 - June 2006
Deutsche Bank June 2001 - August 2004
The Bank of New York January 2001 - June 2001
Chase Manhattan Bank June 1994 - December 2000
Skills
Internal Audit, Compliance Testing, Compliance, Regulatory Requirements, Global Regulatory..., Internal Controls, Dodd-Frank, Compliance Regulations, Retail Banking, Corporate Trust, Global Custody, Wealth Management, Transfer Agency, Escheatment, Privacy Compliance, Insider Trading, Anti-corruption, Anti Money Laundering, Auditing, Management
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
Master of Business Administration (MBA), Information & Communications Systems with International Business Designation, 3.8/4.0
St. John's University 1990 — 1994
Bachelor of Science (BS), Accounting, 3.4/4.0
JPMorgan Chase & Co. March 2015 - Present
Fannie Mae August 2014 - March 2015
Fannie Mae July 2013 - July 2014
Fannie Mae January 2012 - June 2013
Fannie Mae May 2010 - December 2011
Fannie Mae August 2008 - May 2010
CapitalSource May 2007 - July 2008
Deloitte May 2004 - April 2007
Deloitte May 2002 - May 2004
Arthur Andersen LLP September 1998 - April 2002
Skills
Financial Reporting, Financial Analysis, Accounting, SEC filings, Finance, Auditing, Capital Markets, Risk Management, Financial Accounting, Forecasting, Consolidation, CPA, Financial Modeling, Financial Statements, US GAAP, Strategic Financial..., Internal Controls, Analysis, Corporate Finance, Enterprise Risk..., Financial Services, Valuation, Due Diligence, Strategic Planning, Business Strategy, Executive Management, Strategy, Portfolio Management, Budgets, Sarbanes-Oxley Act, Managerial Finance, Cross-functional Team..., Management, Leadership, Financial Risk, Financial Planning
Education
Franklin & Marshall College 1994 — 1998
Bachelor of Arts (BA), Business Administration - Accounting
JPMorgan Chase & Co. August 2015 - Present
Skills
Professional..., Organizational..., Office Administration, Internal Communications, Meeting Planning, Scheduling Management, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Office Management, Customer Service, Telephone Skills, Spreadsheets, Administrative..., Lotus Notes, Data Entry, Time Management, Outlook, Banking, Management, Sales, Retail Banking, Team Building, Administrative...
Education
Franklin University
Bachelor's Degree, Marketing and Business Administration
JPMorgan Chase & Co. April 2015 - Present
Smart Girls Group October 2013 - Present
Fordham University February 2013 - Present
Rhode Runner, Providence RI March 2012 - Present
Fordham University September 2013 - September 2014
Kenneth Cole Productions June 2014 - August 2014
Rhode Island General Assembly June 2013 - August 2013
Education
Fordham University 2012 — 2016
Expected Bachelors, International Political Economy, Minor: Spanish and Business Administration, 3.8
JPMorgan Chase & Co. November 2014 - Present
Manpower Group for JPMorgan Chase & Co. July 2014 - October 2014
Manpower Group for JPMorgan Chase & Co. May 2014 - July 2014
Northeast Securities October 2012 - April 2014
The Civil Legal Advice and Resource Office (CLARO) April 2012 - July 2012
The White Rose Group, LLC October 2011 - January 2012
Marzec Law Firm, PC February 2009 - January 2010
Law Office of Ryszard Palosz, PC June 2007 - August 2008
Krakow District Family Court June 2007 - August 2008
Skills
Legal Research, Legal Writing, Bankruptcy, Legal Issues, Contract Negotiation, Research, Investments, Legal Documents, Analysis, Venture Capital, Due Diligence, Corporate Finance, Private Equity
Education
Fordham University School of Law 2010 — 2011
Master of Laws (LL.M.), International Business and Trade Law
The Andrzej Frycz Modrzewski Krakow University College School of Law 2003 — 2008
Bachelor of Law, Law
Clearwater Capital Partners 2012 - August 2015
Mercury Capital Advisors 2009 - 2012
Merrill Lynch 2004 - 2009
JPMorgan Chase & Co. 1999 - 2002
Peregrine Securities 1996 - 1998
Lehman Brothers 1987 - 1996
Salomon Brothers 1982 - 1987
Skills
Alternative Investments..., Credit, Capital Markets, Investor Relations, New Business Development, Private Equity, Real Estate
Education
Fordham University
BA, Communications
First Data Corporation May 2015 - Present
JPMorgan Chase & Co. January 2013 - Present
JPMorgan Chase April 2012 - September 2014
White Nights Foundation of America June 2009 - June 2010
Citigroup July 2006 - January 2009
Citigroup January 1996 - June 2006
The Point May 1988 - December 1995
PEI Associates April 1987 - May 1988
SAIC/JRB Associates September 1981 - April 1987
Skills
Fundraising, Strategy, Leadership, Program Management, Strategic Planning, Management, Marketing, Event Planning, Public Relations, Customer Service, Public Speaking, Project Planning, Process Improvement, Talent Development, Program Team Management, Recruiting Entry Level...
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, Management
Franklin & Marshall College
BA, Geology
JPMorgan Chase & Co. December 2014 - Present
Huntington National Bank March 2005 - December 2014
Huntington National Bank September 1999 - March 2005
Huntington National Bank March 1994 - September 1999
Huntington National Bank November 1991 - March 1994
American Electric Power April 1987 - November 1991
American Electric Power June 1982 - April 1987
Skills
IT Risk Management, Disaster Recovery, SDLC, Business Continuity, Vendor Management, Banking, IT Management, Process Improvement, Project Management, Risk Management, Program Management, Business Analysis, IT Strategy, Security, Software Documentation, Enterprise Architecture, Project Portfolio..., ITIL, Information Security..., Leadership, PMO, Visio, Business Process, Governance, PMP
Education
Franklin University
BSEET, Electronics Engineering Technology
JPMorgan Chase & Co. 2015 - Present
Skills
Marketing, Strategy, Start-ups, Management, Advertising, Leadership, Customer Insight, Strategic Thinking, Cross-functional Team..., Analysis, Finance, Brand Management, Project Management, Coaching, Analytical Skills, Portfolio Management, Internal Controls, Compliance, Product Management, Operational Risk..., PMO, Strategic Planning, Experienced Change Agent, Process Improvement
Education
New York University
Fordham Gabelli School of Business 1994 — 1996
MBA
University of Maryland College Park 1986 — 1990
BS
Seeking Alpha August 2014 - Present
JPMorgan Chase & Co. June 2015 - August 2015
Berens Capital Management, LLC January 2015 - April 2015
Fordham University 2012 - 2015
Smart Woman Securities May 2013 - December 2014
Merrill Lynch May 2014 - August 2014
Coburn Communication, Inc. January 2014 - April 2014
AXA Advisors June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Research, Finance, Teamwork, Public Speaking, Time Management, Leadership, Customer Service, Financial Modeling, Investments
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Finance
First Niagara Bank September 2013 - Present
J.E.N. Advisory Inc. September 2008 - September 2013
Lehman Brothers April 2007 - September 2008
Wachovia Securities Financial Network June 2005 - April 2007
JPMorgan Chase & Co. August 2001 - June 2005
CIBC World Markets May 1998 - August 2001
PricewaterhouseCoopers September 1995 - May 1998
Skills
Banking, Finance, Financial Analysis, Risk Management, Capital Markets
Education
Fordham University 1991 — 1995
Bachelor of Science (B.S.), Accounting
JPMorgan Chase & Co. August 2014 - Present
YMCA Model UN January 2012 - Present
Fordham University Emergency Medical Services January 2011 - Present
Mission 1st Group, Inc June 2012 - August 2014
Fordham University January 2011 - May 2014
EY June 2013 - August 2013
Hunterdon Medical Center January 2009 - January 2011
Skills
Human Resources, System Administration, Microsoft Office, Teamwork, Payroll, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Social Media, Financial & Operational..., Portfolio Management, Database Design, Internal Audit
Education
Fordham University 2011 — 2014
Bachelor's Degree, Finance and Economics
North Hunterdon High School
JPMorgan Chase & Co. July 2015 - Present
Vision Global Consulting Inc. October 2014 - February 2015
Bank of China June 2014 - August 2014
EY January 2013 - March 2013
Skills
Investments, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Research, VBA, SQL, Financial Modeling, Corporate Finance, Bloomberg, Data Analysis, Finance, Analysis, Risk Management, Management
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's degree, Finance, General, 3.9/4.0
Xiamen University 2009 — 2013
Bachelor's degree, Fiscal Economics, 3.6/4.0
JPMorgan Chase & Co. April 2015 - Present
Columbus State Community College January 2009 - March 2015
JP Morgan Chase May 2002 - August 2008
United States Navy December 1993 - August 1997
Education
Carmel High School
Franklin University
MBA
University of Maryland College Park
B.S.
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase & Co. January 2013 - October 2014
JPMorgan Chase May 2011 - April 2013
JPMorgan Chase August 2012 - March 2013
JPMorgan Chase January 2010 - May 2011
JPMorgan Chase July 2008 - June 2010
JPMorgan Chase June 2004 - May 2008
Skills
Strategy, Financial Services, Market Research, Equities, Financial Analysis, Financial Modeling, InDesign, Marketing, Fixed Income, Bloomberg, Valuation, Banking, Finance
Education
Fordham University 2004 — 2008
BA, Art History
UCL 2007 — 2007
Study Abroad Semester, Art History
King Street Capital Management August 2014 - Present
JPMorgan Chase & Co. July 2012 - July 2014
JPMorgan Chase & Co. June 2011 - August 2011
Berkery, Noyes & Co., LLC January 2011 - June 2011
UBS January 2010 - May 2010
Skills
Financial Analysis, Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Investments, Financial Modeling, Management, Essbase, Market Research, Finance, Strategy, Banking, Risk Management, Financial Reporting, Data Analysis, Business Planning, Accounting, Microsoft Word
Education
Fordham University 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
Fordham University June 2015 - Present
JPMorgan Chase & Co. June 2015 - August 2015
Founder Securities Research Center January 2014 - March 2014
E++ Studio September 2010 - August 2011
Skills
VBA, Financial Modeling, Matlab, SQL, Bloomberg, SAS, C, Risk Management, Credit Risk, C++, Market Risk, Derivatives, Access
Education
Fordham University - Graduate School of Business Administration 2014 — 2015
Master's degree, Quantitative Finance
University of California, Berkeley 2012 — 2012
Summer School, Berhavioral Finance / Communication for leaders
University of Electronic Science and Technology 2009 — 2013
Bachelor of Engineering (BE), Electronic and Mechanical Engineering
University of Electronic Science and Technology 2009 — 2013
Bachelor of economics, Finance, General
JPMorgan Chase & Co. June 2014 - Present
JP Morgan Chase April 2011 - May 2014
American Express November 2010 - March 2011
American Express 2006 - November 2010
American Express 2005 - 2006
American Express 2004 - 2005
America 2002 - 2004
American Express 2000 - 2002
American Express March 1998 - May 2000
American Airlines January 1997 - March 1998
Skills
Product Management, P&L Management, Program Management, Account Management, New Business Development, Strategy, Strategic Partnerships, Analytics, Segmentation, Direct Marketing, Leadership, Management, Marketing, Marketing Strategy, Product Development, Strategic Planning, Analysis, Project Management, Negotiation, Relationship Management, Credit Cards, Competitive Analysis, Cross-functional Team..., Business Development, Financial Services, CRM, E-commerce
Education
Fordham Gabelli School of Business 2001 — 2005
MBA, Finance
Miami University 1991 — 1995
Bachelor of Arts, Communications and Spanish
Deutsche Bank July 1996 - Present
JPMorgan Chase & Co. June 1990 - June 2006
BANKERS TRUST COMPANY June 1980 - June 1990
ARTHUR ANDERSEN & COMPANY, NEW YORK July 1974 - July 1980
Education
Fordham University 1971 — 1975
Bachelor's degree, Accounting
Fordham University, Bronx, NY College of Business Administration 1970 — 1974
Bachelor’s Degree, Accounting
Trio Tap House September 2013 - July 2014
Napolis Italian Restaurant May 2010 - September 2013
Thomas More Prep-Marian High School August 2010 - July 2013
JPMorgan Chase & Co. October 2008 - January 2010
Skills
Customer Service, Public Speaking, Teaching, Management, Strategic Planning, Leadership, Wine
Education
Fort Hays State University 2010 — 2014
Voice and Opera
Roosevelt University 2003 — 2004
Musical Theatre
First Data Corporation May 2015 - Present
R.A. BODACK LLC October 2012 - May 2015
Bank of America August 2011 - August 2012
JPMorgan Chase & Co. November 2006 - April 2011
Primerica December 2002 - October 2006
Skills
Banking, Retail Banking, Commercial Banking, Financial Services, Corporate Finance, Risk Management, Relationship Management, Relationship Building, Business Strategy, Private Banking, Core Banking, Branch Banking, Private Equity, Venture Capital, Treasury Management, Commercial Lending, Commercial Real Estate, Commercial Management
Education
Fordham University 2002 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase & Co. June 2014 - Present
BH Asset Management LLC June 2013 - June 2014
Knowcross Solutions November 2011 - May 2012
Haitong Securities January 2010 - January 2012
AIESEC January 2011 - March 2011
Skills
Marketing Communications, Valuation, Microsoft Office, Microsoft Excel, Competitive Analysis, Bloomberg Terminal, Risk Management, Financial Modeling, Corporate Finance, Finance, Portfolio Management, Investments, Business Development, Bloomberg, Financial Analysis, Fixed Income, Management Consulting, Analysis, Equity Research
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science, Global Finance
Sun Yat-Sen University 2007 — 2011
BS, Information Management and Information System
Roman Catholic Diocese of Columbus April 2015 - Present
JPMorgan Chase & Co. September 2003 - April 2015
Odyssey Consulting June 2003 - September 2003
Sherwin Williams, Inc October 2001 - June 2003
TEKSystems, Inc March 2001 - September 2001
3X Corporation May 1998 - January 2001
The Limited, Inc March 1994 - May 1998
Sterling Software March 1991 - March 1994
Zytec Inc August 1990 - March 1991
NetConnect Systems, Inc January 1990 - August 1990
Skills
Program Management, Project Management, Data Center, Disaster Recovery, Management, Information Technology, Technical Presentations, Public Speaking, Contract Negotiation, Contract Management, System Administration, Networking, Security, SDLC, Strategy, Cisco Technologies, Infrastructure, IT Management, Vendor Management, Software Development
Education
Franklin University 2000 — 2004
Bachelor of Science degree, Technical Administration
Case Western Reserve University - Weatherhead School of Management 2003 — 2003
Management Certificate, Management
De Vry Technical Institute 1981 — 1983
Technical Degree, Digital Electronics
Quest Software August 2014 - Present
Lavish Taste Luxury Goods March 2011 - Present
JPMorgan Chase & Co. 2007 - 2008
Skills
Customer Service, Social Media, Marketing, Graphic Design, Project Management, Sales, Management, Microsoft Office, Microsoft Excel, Strategic Planning, Social Media Marketing, Public Speaking, Event Planning, Retail, PowerPoint, Leadership, Event Management
Education
Franklin University 2006 — 2007
Brookhaven High School 2002 — 2005
The Ohio State University August 2012 - April 2015
Hua Xia Life Insurance Co., Ltd July 2014 - August 2014
Sino-LIfe Insurance May 2013 - July 2013
JPMorgan Chase & Co. June 2012 - July 2012
Skills
Data Analysis, Statistics, Higher Education, Research, Microsoft Excel, PowerPoint, Microsoft Office, Event Planning, Leadership, Editing, Microsoft Word, Insurance
Education
Fordham Gabelli School of Business 2015 — 2016
Master’s Degree, Business Analytics
The Ohio State University 2011 — 2015
Bachelor of Science (BS), Actuarial Science
The Ohio State University 2011 — 2015
Bachelor's Degree, Economics
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase June 2014 - August 2014
China Securities Co., Ltd. June 2013 - July 2013
South Side YMCA of Metropolitan Chicago February 2013 - April 2013
China Construction Bank July 2012 - August 2012
Skills
Data Mining, Business Intelligence, SPSS, SQL, Cognos, IBM Infosphere Data..., Data Analysis, Analysis, R, Databases, Microsoft Office, VBA, Teamwork, Analytics, Data Warehousing, Statistics, Project Management, Financial Modeling, Big Data, Business Analytics, SharePoint, Tableau, Access, Microsoft Excel, PowerPoint, Adobe Analytics
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's Degree, Business Analytics, 4.0
Illinois Institute of Technology 2012 — 2013
Master's Degree (Transferred to Fordham University in 2013), Finance, 3.33
Huazhong University of Science and Technology 2008 — 2012
Bachelor's Degree, Information and Computing Science, 3.0
Nationwide Childrens Hospital August 2015 - Present
JPMorgan Chase & Co. February 2013 - August 2015
JPMorgan Chase & Co. January 2010 - February 2013
McDonald's Corporation September 2006 - January 2010
Skills
Banking, Management, Financial Analysis, Customer Service, Microsoft Excel, Finance, Leadership, Data Entry, Research
Education
Franklin University 2015 — 2017
Bachelor's degree, Healthcare Management
Franklin University 2009 — 2013
Associate's degree, Finance and Financial Management Services, 3.49
Sarnova January 2015 - Present
JPMorgan Chase & Co. February 2014 - January 2015
JPMorgan Chase & Co. May 2012 - December 2013
JPMorgan Chase & Co. May 2011 - May 2012
JPMorgan Chase June 2009 - May 2011
Primary Financial December 2006 - June 2009
Skills
Loans, Cash Management, Banking, Finance, Mortgage Servicing, Mortgage Lending, Financial Services, Customer Service, Investments, Credit Analysis, Analysis, Microsoft Excel, Outlook, Negotiation, Relationship Management, Business Strategy, Business Analysis, Budgets, FDA, DEA, NABP VAWD, Credit Card Analytics, Export, OFAC, SAP, Account Reconciliation, Licensing, Background Checks, Internal Controls, Liens, Procedure Development, Process Improvement, Leadership
Education
Franklin University 2002 — 2009
Undergraduate Studies, Accounting
Ohio State School of Cosmetology 2006 — 2007
800 hrs, Cosmetology
JPMorgan Chase & Co. October 2014 - Present
Huntington National Bank July 2013 - October 2014
OhioHealth Group April 2011 - June 2013
Medco September 2009 - May 2011
Medco December 2004 - September 2009
Skills
Microsoft Excel, Microsoft SQL Server, Essbase, Access, Healthcare, Pharmaceutical Industry, Forecasting, Business Analysis, Financial Analysis, Managing Workflow, Managed Care, Medicare, Healthcare Management, HIPAA, Financial Modeling, Medicaid, Health Insurance, Visio
Education
Franklin University 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General, 3.9
The Ohio State University 1999 — 2003
Bachelor of Business Administration (BBA), Marketing, 3.5
Credit Suisse June 2015 - Present
Asian Finance Society January 2015 - June 2015
JPMorgan Chase & Co. May 2015 - May 2015
Anchin, Block & Anchin LLP February 2015 - March 2015
China Merchants Bank June 2014 - August 2014
China Merchants Bank February 2014 - August 2014
AXA Advisors June 2013 - August 2013
Career Tu February 2013 - July 2013
China Construction Bank January 2012 - March 2012
China Industrial Bank(兴业银行股份有限公司) June 2011 - August 2011
Skills
Rstudio, Analysis, Corporate Finance, Bloomberg Terminal, Public Speaking, Financial Modeling, Finance, English, Financial Analysis, Accounting, Bloomberg, Valuation, Equity Research, Economics, Equities, Excel, Word,..., Customer Service, Mandarin, Derivatives, Fixed Income, Credit, Friendly Personality, Catonese, French, Stress Testing, CCAR
Education
Fordham Gabelli School of Business 2012 — 2013
Master's degree, Finance, General, 3.6
JPMorgan Chase & Co. August 2015 - Present
Goldman Sachs May 2000 - August 2015
Goldman Sachs January 2009 - April 2012
Goldman Sachs February 2006 - January 2009
Goldman Sachs September 2000 - February 2006
Skills
SDLC, Agile Methodologies, Project Management, Enterprise Architecture, Business Analysis, Change Management, Management, Oracle, Infrastructure, Investment Banking, Project Delivery, SQL, IT Strategy, Vendor Management, Team Management, Servers, Disaster Recovery, Storage Architecture, System Architecture, Global Management, Client Relations, People Development, People Management, Risk Management, Trading Systems, IT Risk Management, Business Continuity, Enterprise Storage, Strategy, Leadership, Program Management, Databases, Integration
Education
Fordham University - Graduate School of Business Administration 2003 — 2005
Master of Business Administration (MBA), Information Systems
Fordham University 1995 — 1999
Masters of Information Systems
Huntington National Bank 2014 - 2015
JPMorgan Chase & Co. December 2011 - November 2013
Education
Franklin University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 4.0
JPMorgan Chase & Co. March 2014 - Present
JPMorgan Chase & Co. June 2012 - March 2014
JPMorgan Chase & Co. September 2011 - June 2012
JPMorgan Chase & Co. April 2011 - September 2011
JPMorgan Chase & Co. August 2009 - April 2011
JPMorgan Chase & Co. October 2006 - August 2009
JPMorgan Chase & Co. February 1993 - October 2006
Skills
Banking, Credit, Commercial Banking, Relationship Management, Mortgage Lending, Risk Management, Retail Banking, Loans, Portfolio Management, Financial Services, Vendor Management, Consumer Lending, Business Analysis, Credit Analysis, Process Improvement, Mortgage Banking, Small Business Lending
Education
Franklin University
Bachelor’s Degree, Human Resources
University of Dayton
Master of Business Administration (M.B.A.), Information Systems
JPMorgan Chase & Co. November 2004 - Present
Micro Electronics, Inc. 1999 - 2004
Lucent Technologies January 1998 - January 1999
Micro Center 1997 - 1998
Education
Franklin University 2003 — 2013
Bachelor of Science (B.S.), Computer Science
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase August 2013 - Present
JPMorgan Chase February 2013 - July 2013
Analyst - Corporate and Investment Bank Strategy August 2012 - January 2013
Analyst - January 2012 - July 2012
JPMorgan Chase August 2011 - December 2011
JPMorgan Chase June 2010 - August 2010
Skills
Microsoft Office, Process Improvement, Chinese, Quality Assurance, Microsoft Excel, Management, Leadership, Operations Management, Strategy, Training, Finance, Financial Analysis, Outlook, Portfolio Management, Data Analysis, Risk Management, PowerPoint, Account Reconciliation, Banking, Testing, Microsoft Word, Analysis, Business Analysis
Education
Fordham University 2007 — 2011
Bachelor's degree, Accounting and Finance
Forest Hills High School
JPMorgan Chase & Co. August 2015 - Present
New York Life Insurance Company May 2015 - June 2015
New York Life Insurance Company May 2014 - September 2014
Chespeake Inn & Marina April 2011 - April 2014
Skills
People Skills, People-oriented, Team Leadership, Leadership, Economics, Economic Policy, International Economics, Economic Modeling, History, Economic History, history of economic thou, Problem Solving, Creative Problem Solving, Hands-on Problem Solver, Problem Analysis
Education
Franklin & Marshall College 2011 — 2015
Bachelor’s Degree, Economics
Syracuse University 2013 — 2013
Economics, History
St. Andrew's School 2008 — 2011
High School
Cisco Systems June 2011 - Present
Cisco Systems September 2006 - June 2011
Eagle Rock Alliance August 2002 - August 2006
JPMorgan Chase & Co. January 2002 - May 2002
MobileSpring, Inc. February 2001 - September 2001
TD Ameritrade June 1999 - February 2001
Oppenheimer Capital February 1994 - June 1999
CHANEL August 1992 - February 1994
Education
Fordham University 1988 — 1993
Psychology/Comp. Sci.
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. November 2013 - January 2015
Nationwide Insurance August 2012 - November 2013
Nationwide Insurance September 2010 - August 2012
Nationwide Insurance March 2010 - August 2010
Nationwide Insurance January 2009 - March 2010
Mentorgen LLC October 2007 - December 2008
Ohio Department of Youth Services November 2005 - September 2007
Education
Franklin University 2005 — 2009
BS, Computer Science
Franklin University 2005 — 2009
Bachelor of Science (B.S.), Computer Science
J.P. Morgan November 2014 - Present
Societe Generale February 2013 - November 2014
J.P. Morgan July 2012 - February 2013
JPMORGAN CHASE April 2010 - February 2013
CHASE February 2011 - August 2011
JP Morgan Securites April 2010 - July 2011
JPMORGAN CHASE April 2007 - April 2010
JPMorgan Chase & Co. August 2005 - April 2007
Skills
Equities, Hedge Funds, Fixed Income, Bloomberg, Derivatives, Series 63, Series 7, Alternative Investments, Portfolio Management, Financial Analysis, Risk Management, Financial Modeling, Swaps, Investment Banking, Trading, Investments, Credit, Securities, Electronic Trading, Mutual Funds, Bloomberg Terminal, Financial Services, Options, Capital Markets, Financial Markets, FX Options, Equity Derivatives, Asset Management, Settlement, Structured Products, Financial Risk, Trading Systems
Education
Fordham University 2001 — 2005
BA, Economics
LONDON SCHOOL OF ECONOMICS
JPMorgan Chase & Co. May 2015 - Present
Fordham University - Graduate School of Business Administration January 2015 - April 2015
JEWEL CAPITAL INC. September 2014 - January 2015
CLASSWISH.ORG July 2014 - August 2014
IMPACT Leadership 21 February 2014 - August 2014
China Construction Bank June 2013 - August 2014
MassMutual Financial Group August 2011 - August 2011
Honda March 2010 - May 2010
Skills
Microsoft Excel, Finance, Vlookup, Pivot Tables, Financial Analysis, Financial Modeling, Financial Accounting, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2013 — 2014
Master's degree, Finance, General, 3.93
Tianjin University of Finance and Economics 2009 — 2013
Bachelor of Science (BS), Finance, General, 3.6
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. August 2014 - February 2015
Morgan, Lewis & Bockius, LLP. [Update Legal] April 2014 - June 2014
Law Office of Ivan Raevski March 2014 - April 2014
Andres Mejer & Associates, LLC September 2013 - April 2014
Office of the City Attorney, Sunny Isles Beach, Florida January 2013 - April 2013
Legal Services of Greater Miami, Inc. February 2012 - May 2012
Levine and Schmutter LLP September 2008 - April 2010
Skills
Legal Research, Legal Writing, Legal Assistance, Westlaw, Research, Microsoft Word, Microsoft Office, Document Review, Document Drafting, Pleadings, Lexis Nexis, Lexis, Trials, Immigration Law, Legal Issues, Criminal Law, LexisNexis, Civil Litigation, Public Speaking
Education
Fordham University School of Law 2014 — 2014
Corporate Compliance Institute, Training Certficate
St. Thomas University School of Law 2011 — 2013
Doctor of Law (J.D.)
Yehsiva University - Sy Syms School of Business 2006 — 2010
Bachelor of Science (B.S.), Accounting and Economics
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Facebook, Public Speaking, Teamwork, Customer Service, Event Planning, Social Networking, Financial Analysis, Bloomberg Terminal, Accounting, Financial Modeling, Business Strategy, Management, Investments, Real Estate, Securities, Access, Managerial Finance, Finance, Portfolio Management, Alternative Investments
Education
Fordham Gabelli School of Business 2011 — 2015
Finance, General
Fordham University 2011 — 2015
Bachelor of Science (B.S.), Finance
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase & Co. July 2014 - June 2015
Winston & Strawn LLP 2009 - June 2015
Skills
Commercial Litigation, Arbitration, Legal Writing, Litigation, Legal Research, Hearings, Motions, Depositions, Civil Litigation, Pleadings, Corporate Law, Courts
Education
Fordham University School of Law 2006 — 2009
Doctor of Law (J.D.)
Louisiana State University 2001 — 2005
Bachelor of Science (BS), Economics
JPMorgan Chase & Co. June 2014 - Present
Basic Object 2008 - June 2014
Nationwide Insurance March 2011 - February 2013
Lifestyle Communities September 2005 - March 2010
Anthony Robbins & Associates 2002 - 2003
REALTOR.com 1999 - 2002
Columbus Online 1995 - 1999
Motion Screen Printing 1988 - 1993
Skills
Ruby, Ruby on Rails, JavaScript, Test Driven Development, Git, PostgreSQL, Heroku, HTML, CSS
Education
Franklin University 1986 — 1994
B.S., Psychology - Employee Assistance Counseling
The Ohio State University 1985 — 1989
Cranbrook Kingswood School 1982 — 1984
High School
Upper Arlington 1980 — 1982
High School
JPMorgan Chase & Co. June 2015 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Finance, Microsoft Word, Investments, Time Management, Public Speaking, Strategy, Social Media, Research, Economics, Teamwork, Financial Modeling, Advertising, Financial Analysis, Social Networking, Dynamics
Education
Fordham University 2012 — 2016
Bachelor's degree, Applied Accounting and Finance
JPMorgan Chase & Co. June 2014 - Present
Argo Partners January 2013 - December 2013
Fordham University - Admissions Office September 2010 - June 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Research, Customer Service, Event Planning, Social Networking
Education
Fordham University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Academy of the Holy Angels 2006 — 2010
JPMorgan Chase & Co. January 2015 - Present
OC&C Strategy Consultants September 2012 - December 2014
Northwestern Mutual May 2011 - August 2011
Education
Franklin & Marshall College
B.A., Economics, Mathematics
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase December 2013 - January 2015
Navigant May 2013 - November 2013
Fordham University October 2009 - May 2013
Wells Fargo Advisors July 2012 - August 2012
Staples August 2009 - September 2009
Skills
Access, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Budgets, Analysis, Management, Human Resources, Bloomberg Terminal, Security, Finance, Risk Management, Leadership, Social Media, Financial Analysis, Customer Service, Data Analysis
Education
Fordham University 2009 — 2013
Bachelor of Science (B.S.), Finance
Fordham Preparatory School 2006 — 2009
JPMorgan Chase & Co. August 2015 - Present
GTC Solutions, LLC May 2014 - August 2015
Balyasny Asset Management May 2008 - May 2014
Credit Suisse January 2007 - May 2008
THE ROHATYN GROUP 2004 - 2006
INTERNATIONAL ASSET TRANSACTIONS, LLC 2001 - 2004
iNautix Technologies January 2000 - January 2001
Deloitte Consulting 1994 - 2000
AGS Information Services, A NYNEX Company 1990 - 1994
Skills
Derivatives, Business Analysis, Fixed Income, Equities, Risk Management, Trading Systems, Trading, Portfolio Management, Hedge Funds, SDLC, Financial Risk, Valuation, C#, Investments, Back Office, Credit Derivatives, Capital Markets, Management, Asset Management, Integration
Education
Fordham Graduate School of Business 1991 — 1995
MBA, Information Systems, Finance
Rensselaer Polytechnic Institute 1978 — 1984
M. Eng., Engineering
Rensselaer Polytechnic Institute 1978 — 1983
BS, Engineering, Math
JPMorgan Chase & Co. February 2015 - Present
nChannel Incorporated October 2014 - December 2014
Foresight Group, TIBCO Software Inc March 2008 - September 2014
Accent Energy March 2007 - March 2008
Sterling Commerce April 2000 - March 2007
OCLC 1998 - 2000
Skills
Business Analysis, Integration, PMP, MS Project, Cross-functional Team..., Project Management, Enterprise Software, Project Planning, Management, Requirements Gathering, Strategy, Analysis, Troubleshooting, Active Directory, Requirements Analysis, Testing, Enterprise Architecture, Product Management, Software Development, Quality Assurance, Web Services, Professional Services, SDLC, SOA, Cloud Computing, Vendor Management
Education
Franklin University 2000 — 2002
MBA, Business Management\Admin
Cardinal Health June 2015 - Present
JPMorgan Chase & Co. July 2014 - June 2015
JPMorgan Chase January 2013 - July 2014
IGS Energy February 2008 - January 2013
Nationwide Insurance January 2006 - February 2008
Mercer Global Advisors December 2004 - August 2005
Skills
Financial Analysis, Strategic Planning, Negotiation, Budgeting, Underwriting, Hedging, Forecasting, Financial Modeling, Business Planning, Process Improvement, Market Analysis, Problem Solving, Business Development, Management, Account Management, Budgets, Analysis, Risk Management, CRM
Education
Franklin University 2007 — 2008
MBA, Finance and Leadership
The Ohio State University Fisher College of Business 2000 — 2004
Bachelors in Business Administration, Marketing & Logistics
GE Capital November 2013 - Present
GE Capital June 2004 - December 2012
JPMorgan Chase & Co. May 1998 - July 2002
J.P. Morgan May 1996 - June 1999
Skills
Syndications, Structured Finance, Financial Structuring, Financial Modeling, Credit, Due Diligence, Risk Management, Loans, Middle Market, Asset Based Lending, Leveraged Finance, Credit Analysis, Capital Markets, Commercial Lending, Credit Risk, Portfolio Management, Private Equity, Corporate Finance
Education
Fordham Gabelli School of Business 2003 — 2004
MBA, Finance and Accounting
Fordham University 1992 — 1996
BA, Economics
Goldman Sachs June 2006 - Present
JPMorgan Chase & Co. 2004 - 2006
JPMorgan Chase & Co. 2002 - 2004
Skills
Equities, Investment Banking
Education
Fordham Gabelli School of Business 2004 — 2007
MBA, Finance
University at Albany, SUNY 1998 — 2002
1st Major: Finance; 2nd Major: Psychology
JPMorgan Chase & Co. May 2006 - Present
Education
Fordham University 2002 — 2006
JPMorgan Chase & Co. AssociateJPMorgan ChaseAugust 2010 - Present
ING April 2009 - September 2010
ING Bank September 2006 - April 2009
Skills
SQL, Business Analysis, ITIL, Requirements Analysis, Databases, Trading Systems, IT Strategy, Fixed Income, SDLC, Information Security, Requirements Gathering, Process Improvement, Access, Electronic Trading, Prime Brokerage, FX Options, Analytics, Financial Analysis, Management
Education
Fordham University - Graduate School of Business Administration 2008 — 2012
MBA, Finance, Information Systems
State University of New York at Albany 2001 — 2005
Bachelor of Science (B.S.), Economics
JPMorgan Chase & Co. January 2011 - Present
Premier Link LLC January 2006 - January 2011
AT&T Wireless December 2007 - February 2009
Nationwide Insurance December 2005 - December 2007
State of Ohio 2003 - 2005
City of Columbus 1996 - 2003
Education
IT Infrastructure Library 2005 — 2005
ITIL, ITIL Foundation Certification
Franklin University 2002 — 2003
MBA, Business
PMP 2002 — 2003
PMP, Project Management
Franklin University 2000 — 2002
Bachelor of Science, Computer Science
The Ohio State University Fisher College of Business 1995 — 1998
Computer Science
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase 2008 - October 2014
Hispanic National Mortgage Association (HNMA) 2006 - 2007
Impac Funding Corp. 2005 - 2006
GMAC Residential Funding Corp. 1996 - 2005
Principal Asset Markets 1995 - 1996
Prudential Home Mortgage 1987 - 1995
Citicorp Homeowners 1984 - 1987
Citibank 1977 - 1984
Skills
Credit, Mortgage Banking, Mortgage Lending, Residential Mortgages, Loans, Strategic Sourcing, Problem Solving, Grant Writing, Key Account Management, Banking, Loan Origination, Sales, Credit Analysis, Business Development, FHA, Underwriting, Portfolio Management, Commercial Mortgages, Financial Services, Commercial Lending, Refinance, Mortgage Underwriting
Education
Fordham University
Masters in Business Administration, Finance
The University of Connecticut
Bachelor of Science, Bachelor of Science, Real Estate and Urban Economic Studies
JPMorgan Chase & Co. October 2014 - Present
Nomura Securities August 2011 - October 2014
Nomura Securities June 2010 - December 2010
Skills
Fixed Income, Equities, Bloomberg
Education
Fordham University 2007 — 2011
Regis High School 2003 — 2007
JPMorgan Chase & Co. June 2015 - Present
Morgan Stanley July 2008 - June 2015
Citigroup June 2005 - July 2008
Skills
RCSA, Risk Management, Operational Risk..., Operational Risk, Key Performance..., Risk Assessment, Internal Controls, Internal Control..., Derivatives, Management
Education
Fordham Gabelli School of Business 2007 — 2010
JPMorgan Chase & Co. June 1984 - Present
Skills
Capital Markets, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Private Equity, Risk Management, Securities, Trading, Valuation
Education
Fordham University 1980 — 1984
B.S., Accounting
Chaminade High School 1976 — 1980
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase & Co. January 2001 - January 2014
JPMorgan Chase & Co. July 1999 - January 2001
Education
Fordham University 1993 — 1997
B.S., Psychology
J.P. Morgan October 2013 - Present
JP Morgan Chase April 2007 - October 2013
JPMorgan Chase & Co. June 2007 - February 2010
Discover Financial Services 2004 - 2006
Skills
Risk Management, Financial Analysis, Financial Risk, Data Analysis, Banking, Finance, Credit, Credit Risk, Portfolio Management, Forecasting, Client Relations, Strategy, Fraud, Financial Modeling, Business Development, Fixed Income, Analytics, Process Improvement, Vendor Management, Sarbanes-Oxley Act, Managerial Finance, Business Analysis, Management, Financial Services, Analysis, Leadership, SAS, Management Consulting, Consulting, Operational Risk..., Risk Strategy, Credit Risk Management, Financial Reporting, Fraud Prevention, Fraud Analytics, Model Building, Risk Analysis, Strategic Consulting, Process Consulting, Business Analytics, Predictive Analytics, Data Analytics, Marketing Analytics, Change Management, Fraud Detection, Fraud Investigations, Reporting & Analysis, Partnerships, Business Networking, Global Client Management
Education
Franklin University 2005 — 2007
Master of Business Administration (M.B.A.), Investments and Securities
Michigan State University 1996 — 2001
Interdisplinary Studies, Pre-Law Studies
JPMorgan Chase & Co. April 2013 - Present
JPMorgan Chase October 2012 - April 2013
JPMorgan Chase August 2011 - December 2012
JPMorgan Chase September 2010 - August 2011
JPMorgan Chase January 2009 - September 2010
JP Morgan Chase 2002 - December 2008
Skills
Disaster Recovery, Data Center, Integration, Vendor Management, SDLC, Program Management, Incident Management, Mainframe, Service Delivery, Project Management, PMO, Change Management, IT Strategy, Project Delivery, IT Management, Outstanding leadership, TSO, Visio, Data Migration, Business Requirements, Release Management, ITIL, Exceptional organization, Exceptional project..., Exceptional People..., Outstanding..., Enterprise Architecture, TCP/IP protocols, Superior Computer Skills, Requirements Gathering, Resource Management, SharePoint, Leadership
Education
Franklin University 1996 — 1998
Master of Business Administration (MBA)
Thomas Worthington High School 1977 — 1981
Bank of America July 2015 - Present
SunTrust February 2015 - July 2015
JPMorgan Chase & Co. October 2011 - February 2015
Neighborhood Assistance Corporation of America June 2008 - October 2011
Northwest Bronx Community and Clergy Coalition August 2006 - April 2008
Chloe Foods Corporation January 2005 - August 2006
Almontel Corporation January 2005 - December 2005
Federal Home Loan Bank of Boston June 2004 - December 2004
Housing Works July 2002 - November 2003
Credit Suisse October 2000 - October 2001
Skills
Mortgage Lending, Management, Leadership, Banking, Credit, Sales, Human Resources, FHA, Customer Service, Microsoft Office, Finance, Loan Origination, Strategic Planning, Team Building, Loans, Real Estate, Mortgage Banking, Credit Analysis, Marketing, Budgets, Payroll, Social Networking, PowerPoint, Financial Analysis, Public Speaking, Nonprofits, Refinance, Residential Mortgages, Real Estate Transactions, Process Improvement, Event Planning, Marketing Strategy, Social Media Marketing, Microsoft Excel, Residential Homes, VA Loans, Social Media, Negotiation, Leadership Development
Education
Fordham University 1992 — 1997
History/Political Science
JPMorgan Chase & Co. April 2012 - March 2015
JP MORGAN CHASE January 2009 - March 2012
JPMorgan Chase & Co. 2003 - 2009
JPMorgan Chase & Co. 2001 - 2003
Skills
Banking, Loans, Credit, Consumer Lending, Retail Banking, Financial Services, Mortgage Lending, Real Estate, Commercial Banking, Commercial Lending, Credit Analysis, Relationship Management, Loan Origination, Finance, Investments, Credit Cards, Small Business Lending, AML, Know Your Customer, Leadership, Organizational Skills, Project Management, Problem Resolution, Sales and Marketing, Communication, Partnering, Data Analysis
Education
Fordham University 1977 — 1981
bs, Management
Deutsche Bank June 2015 - Present
Carver Federal Savings Bank April 2009 - May 2015
HSBC March 2008 - March 2009
JPMorgan Chase & Co. July 2004 - February 2008
JPMorgan Chase & Co. September 2001 - June 2004
JPMorgan Chase & Co. August 1999 - August 2001
JPMorgan Chase & Co. October 1998 - July 1999
Skills
Retail Banking, Cross Selling, Financial Services, Project Management, Sales Management, Operations Management, Coaching, Training, AML, Commercial Banking, Small Business Lending, Management, Banking, Process Improvement, Portfolio Management, Risk Management, Finance, Leadership, Anti Money Laundering, Relationship Management, Financial Analysis, Business Analysis
Education
Fordham Gabelli School of Business 1993 — 1997
Masters, Finance
Ramapo College of New Jersey 1982 — 1986
Undergraduate, Major : Business Management
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. May 2013 - February 2015
JPMorgan Chase July 2009 - May 2013
JPMorgan Chase June 2005 - May 2009
Education
Fordham University
Bachelor of Science (B.S.), Psychology
JPMorgan Chase & Co. May 2015 - Present
JPMorgan Chase & Co. November 2013 - May 2015
Discover Financial Services November 2012 - November 2013
Discover Financial Services June 2011 - November 2012
Discover Financial Services October 2009 - June 2011
FacilitySource January 2006 - June 2008
Skills
Process Optimization, Business Process..., Business Process..., Data Quality, Data Analysis, Data Mining, Data Collection, Predictive Analytics, Analytics, Reporting & Analysis, Scorecard Management, Business Objects, Trend Analysis, SQL, Cognos, Microsoft Excel, Teradata, Microsoft SQL Server, Oracle, PeopleSoft, Kronos, Leadership, Avaya, Aspect, Sybase, IT Risk Management, IT Project Lifecycle, SDLC, Application Support..., Application Lifecycle..., Workforce Management, Workforce Planning, Operations Management, Performance Management, Business Strategy, Coaching, Team Building, Project Management, Collaboration Solutions, Strategic Planning, Strategy Implementation, Public Speaking, Board of Directors, Higher Education..., Non-profit Leadership, Operational Risk..., Collections Management, Program Management, IT Controls, Quality Control
Education
Otterbein College
Bachelor of Arts (BA)
Franklin University
Master of Business Administration (MBA)
JPMorgan Chase & Co. January 2015 - Present
JP Morgan Chase October 2010 - January 2015
Skills
Bloomberg, Research, Microsoft Office, Italian, Access, Analysis, Trading, PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Word, Outlook
Education
Fordham Gabelli School of Business 2013 — 2015
Master of Business Administration (MBA), Finance
Fordham University 2006 — 2010
B.A., Business Administration; Finance; Economics
National Bank of Canada-NY February 2013 - Present
National Australia Bank January 2009 - January 2013
Bank of Ireland 2005 - 2008
Bank of Ireland Asset Management 1999 - 2005
JPMorgan Chase & Co. February 1988 - September 1992
Skills
AML, KYC, Operational Risk..., Financial Risk, Operational Risk, Banking, USA PATRIOT Act, Risk Management, OFAC, Derivatives, Bank Secrecy Act, Capital Markets, FX Options, Asset Managment, Enterprise Risk..., Credit, Due Diligence, Corporate Governance, Credit Analysis, Credit Risk, Compliance, Fixed Income, Financial Services, Hedge Funds, Financial Institutions, Investment Banking, Equities, Financial Markets, Commercial Banking, Portfolio Management, Anti Money Laundering, Asset Management
Education
Fordham University - Graduate School of Business Administration 1984 — 1986
MBA, Finance/Marketing
LeMoyne College
B.S., Accounting
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase & Co. June 2014 - May 2015
JPMorgan Chase June 2013 - May 2014
JPMorgan Chase July 2012 - May 2013
New York City & Co July 2011 - August 2011
Jamaica Hospital July 2010 - August 2010
Skills
Recruiting, Human Resources, Employee Relations, Reporting & Analysis, Managing, Ad Hoc Reporting, Compliance, Project Management, Analysis, Risk Management
Education
Fordham University 2013 — 2016
Bachelor of Arts (B.A.), 11
Hillcrest High 2008 — 2012
High School
JPMorgan Chase & Co. March 2015 - Present
JPMorgan Chase November 2012 - Present
Giuseppes Ritrovo June 2006 - November 2012
A.G. MAC December 2009 - December 2010
Skills
Market Analysis, Presentations, Sales, Retail Banking, Business Analysis, Commercial Banking, Loans, Negotiation, Policy, Recruiting, Project Planning
Education
Ohio Dominican University 2008 — 2010
MBA, Business Administration
Franklin University 2004 — 2007
Barchelors, Digital Communications (E-Markeitng)
EY March 2005 - Present
Bank of America January 2001 - March 2005
Lehman Brothers January 2000 - December 2000
Capco 1999 - 2000
UBS Investment Bank July 1996 - December 1999
JPMorgan Chase & Co. December 1994 - December 1996
BearStearns December 1994 - December 1995
Deutsche Bank May 1989 - December 1994
PwC (Formerly Coopers & Lybrand) August 1986 - August 1989
Skills
Risk, Due Diligence, Compliance, Trading, Fraud Investigations, Tax Compliance, Regulatory Requirements, IPO, Business Process..., Re-engineering, Business Strategy, Technical Architecture, Data Management, Financial Risk, Equities, Governance, Capital Markets, Asset Management, Hedge Funds, Fixed Income, Banking, Finance, Portfolio Management, Operational Risk, Market Risk, Fraud, Leadership Development, Mentoring, Risk Management
Education
Fordham Gabelli School of Business 1990 — 1993
MBA, Finance
University of Scranton 1982 — 1986
Bachelor of Science (B.S.), Accounting
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase August 2013 - Present
Visiting Nurse Service of New York April 2012 - August 2013
Visiting Nurse Service of New York October 2010 - May 2012
Young Judaea January 2009 - July 2010
Strategies for Wealth July 2008 - August 2008
Visiting Nurse Service of New York June 2007 - August 2007
Skills
Leadership, Strategic Planning, Analysis, Microsoft Office, Financial Analysis, Sales, Insurance, Social Media, Investments, Nonprofits, Event Planning, Facebook, PowerPoint, Databases, Public Speaking, Microsoft Excel, Social Media Marketing, Research, Recruiting, Salesforce.com, Strategy, Management, Marketing
Education
Fordham University - Graduate School of Business Administration 2011 — 2014
MBA, Finance
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Arts, Economics
JPMorgan Chase & Co. May 2015 - Present
Lord, Abbett & Co. LLC February 2012 - May 2015
Lord, Abbett & Co. LLC April 2008 - February 2012
Neuberger Berman LLC June 2006 - April 2007
Skills
Grant Writing, Editing, Non-profits, Fixed Income, Research, Asset Management, Event Planning, Mutual Funds, Social Media, Microsoft Office, Management, PowerPoint, Public Speaking, Equities, Teaching, Investment Management
Education
Temple University 2007 — 2007
PhD, American History
Fordham University 2005 — 2006
Master of Arts, History
Fordham University 2000 — 2005
Bachelor of Arts, History
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase February 2014 - February 2015
BlackRock August 2013 - February 2014
JPMorgan Chase August 2009 - August 2013
Skills
Financial Modeling, Essbase, Financial Analysis, Expense Management, Strategic Financial..., Corporate Budgeting, SAP, Microsoft Excel, P&L Forecasting, Financial Forecasting, Month End Close, PMO, Relationship Management, Strategy, Program Management, Project Management, Planning Budgeting &...
Education
Fordham Gabelli School of Business 2009 — 2009
MBA, Finance
Fordham University 2005 — 2009
Bachelors of Science, Business Administration, Concentration in Finance
JPMorgan Chase & Co. August 2013 - Present
JPMorgan Chase & Co January 2010 - July 2013
JPMorgan Chase & Co. July 2004 - December 2009
Bank One Corporation October 2001 - June 2004
Thomson Financial BankWatch, Inc. March 1993 - December 2000
DRI/McGraw-Hill February 1987 - September 1991
E.F. Hutton & Co. January 1986 - February 1987
Skills
Credit Risk, Banking, Fixed Income, Risk Management
Education
Fordham University 1990 — 1992
MBA, Finance
Princeton University 1980 — 1985
A.B., Psychology
JPMorgan Chase & Co. July 2014 - Present
Thomson Reuters 2006 - 2013
AllianceBernstein June 2004 - November 2006
New Directions Sales Inc / Red Sky LP September 2003 - June 2004
LVMH October 2001 - July 2003
Skills
Financial Modeling, Business Analysis, Financial Reporting, Managerial Finance, Forecasting, Finance, Risk Management, Sarbanes-Oxley Act, Mergers & Acquisitions, Process Improvement, Accounting, Business Strategy, Change Management, Corporate Finance, Financial Planning, Strategy, Strategic Financial...
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance
Fordham University
Bachelor of Science (BS), Finance
Chaminade High School, Mineola
JPMorgan Chase & Co. July 2015 - Present
Morgan Stanley August 2014 - July 2015
Morgan Stanley August 2012 - August 2014
Skills
Financial Accounting, Leadership, Management, Finance, Analysis, Process Improvement, Public Speaking, Strategic Planning, Team Leadership, Series 7, Series 63, Series 9, Series 10
Education
Franklin University 2010 — 2012
Bachelor of Science (BS), Accounting
JPMorgan Chase & Co. November 2014 - Present
WNET New York Public Media January 2010 - Present
Weil, Gotshal & Manges LLP May 2008 - April 2009
Weil Gotshal and Manges 2006 - May 2008
Judge Barbara S Jones, SDNY January 2005 - May 2005
Judge Thomas Scuccimara June 2004 - August 2004
Fordham University January 2003 - June 2003
Skills
Legal Research, Corporate Law, Civil Litigation, Trials, Research, Hearings, Intellectual Property, Licensing, Legal Writing, Corporate Governance, Litigation, Commercial Litigation
Education
Pace University School of Law 2003 — 2006
Doctor of Law (J.D.)
Fordham University 1999 — 2003
Bachelor's degree, Political Science
JPMorgan Chase & Co. July 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Public Speaking, Strategic Planning
Education
Fordham University 2005 — 2009
Bachelor of Arts (B.A.), Communication and Media Studies
JPMorgan Chase & Co. August 2014 - Present
Yili Group August 2009 - June 2012
Skills
Financial Analysis, Financial Modeling, Accounting, Microsoft Office, Financial Reporting, PowerPoint, Finance, Corporate Finance, Financial Accounting, Analysis
Education
Fordham University 2012 — 2015
Master of Business Administration (MBA), Public Accountancy and Finance
Northeast Petroleum Universtiy 2005 — 2009
Guggenheim Partners August 2013 - January 2015
RBC Capital Markets 2011 - 2013
Royal Bank of Scotland January 2010 - January 2011
Bank of America 2001 - 2009
JPMorgan Chase & Co. 1991 - 2001
irving trust 1983 - 1985
irving trust 1983 - 1985
Skills
Fixed Income, Derivatives, Capital Markets, Hedge Funds, Securities, Bonds, Investment Banking, Financial Markets, Treasury, Bloomberg, Equities, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading, Structured Products, Customer Service, Teamwork, Troubleshooting, Relationship Management, Relationship Building, Financial Services, Valuation, Risk Management, Emerging Markets
Education
Fordham University
Bachelor of Science (BS), Accounting and Finance
rye high school
JPMorgan Chase & Co. 2010 - Present
JPMorgan Chase & Co. 2005 - 2010
JPMorgan Chase & Co. 2004 - 2005
JPMorgan Chase & Co. 2002 - 2004
JPMorgan Chase & Co. 1998 - 2002
JPMorgan Chase & Co. 1997 - 1998
Skills
Management, Microsoft Excel, Microsoft Office, Customer Service, Banking, Financial Analysis, Risk Management, Business Analysis, Finance, Leadership, Project & Process..., Fund Accounting, Financial Modeling, Operations Management, Portfolio Management,..., Security Analytics, Currency Settlements &..., Fixed Income Securities, Broker & Custodial Bank..., Trade Instruction..., Organizational..., Resource Allocation, DST Portfolio Fund..., Transfer Agent
Education
Fordham University
Bachelor’s Degree, Bachelors of Science in Business Administration
Hofstra University
Master’s Degree, Masters of Business Administration
JPMorgan Chase & Co. June 2015 - August 2015
The Dannon Company May 2014 - January 2015
Massage Envy Spa October 2013 - April 2014
Prime Food Distributor, Inc. June 2012 - August 2013
Skills
Data Entry, Microsoft Excel, Microsoft Word, Outlook, QuickBooks, PowerPoint, English, Photoshop, Lotus Notes, Essbase, Access, Time Management, Spanish, Customer Service, Analysis, Research, Social Media, Public Speaking, Teamwork, Microsoft Office, Leadership, Sales, Credit Analysis
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Finance, General
Saint Jean Baptise High School 2008 — 2012
Regents Diploma
DAVID TURRIGIANO, CPA P.C. , BROOKLYN, NY November 2014 - August 2015
Standard Chartered Bank September 2014 - November 2014
JPMorgan Chase & Co. November 2013 - March 2014
Lloyds Banking Group October 2012 - March 2013
HSBC May 2012 - September 2012
HSBC April 2010 - February 2012
BNY Mellon August 2008 - January 2010
Deutsche Bank August 2006 - March 2008
Hospitality Industry/ Freelance January 2002 - June 2006
AXA Financial September 1996 - October 2001
Skills
Due Diligence, Analysis, Risk Management, Research, Operational Risk, Securities, Enterprise Risk..., Banking, Financial Modeling, Financial Analysis, Capital Markets, Investment Banking, Financial Services, KYC, Microsoft Excel, Microsoft Office, Anti-Money Laundering..., Transaction Monitoring, Norkom, Mantis, Prime, Optima, LexisNexis, WorldCheck, Bloomberg Terminal, Actimize, Fortent, Risk Assessment, Operational Risk..., Financial Risk, Anti Money Laundering
Education
Fordham University 1991 — 1993
Information Science/Studies
JPMorgan Chase & Co. September 2003 - Present
Education
Franklin University 2007 — 2008
Master of Business Administration (M.B.A.)
The Ohio State University 1998 — 2002
Bachelor of Science (BS), Economics