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
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JPMorgan Chase & Co. Employees
Malik Family Office October 2014 - Present
Wolf Hedge Global January 2009 - Present
Seven Sages Capital L.P December 2012 - December 2013
Wall Street Creative Partners December 2009 - December 2012
Merrill Lynch March 2009 - June 2009
JPMorgan Chase & Co. December 2008 - March 2009
John Thomas Financial January 2008 - December 2008
E1 Asset Management May 2005 - January 2008
Lehman Brothers January 2003 - February 2005
Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Bloomberg, Financial Markets, Asset Managment, Options, Fund Of Funds, Corporate Finance, Commodity, Asset Management, Trading Systems, Investment Strategies, Portfolio Management, Asset Allocation, Quantitative Analytics, Hedging, Emerging Markets, ETFs, Trading, FX Options, Securities, Investment Advisory, Equity Research, Global Macro, Derivatives, Economics, Fixed Income, Financial Modeling, Mutual Funds, Bonds, Wealth Management, Investment Management, Investments, Structured Products, Investment Banking, Private Equity, Venture Capital, Trading Strategies, Valuation, LBO , Financing, Long-..., Equity Trading, Equity Derivatives, Technical Analysis, Investor Relations, Electronic Trading, Proprietary Trading, Financial Structuring, Currency
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
Psychology- Philososphy
Harvard University 2011 — 2012
Economics- Finance- Law
Yale University 2011 — 2011
Mathematics and Statistics, N/A
University of Pennsylvania - The Wharton School 2010 — 2010
Finance - Portfolio Construction
City University of New York-Brooklyn College 2006 — 2006
Bachelor's Degree, Finance, General
Borough of Manhattan Community College 2003 — 2005
Associate's Degree, Business Administration and Management, General, A
JPMorgan Chase & Co. September 2015 - Present
JPMorgan Chase August 2011 - Present
JPMorgan Chase July 2005 - May 2009
JPMorgan Chase & Co. June 2003 - June 2005
Skills
Banking, Credit, Leadership, Loans, Mortgage Lending, Performance Management, Recruiting, Sales, Training, Call Centers, Customer Retention, Customer Satisfaction, Relationship Management, Insurance, Customer Experience, Retail Banking, Consumer Lending, Commercial Lending, Commercial Banking, Cross Selling, Management, Small Business Lending, Finance
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
JPMorgan Chase & Co. August 2015 - Present
BrightStarr November 2013 - June 2015
Skills
Business Analysis, SharePoint, Enterprise Software, Microsoft Office, Office 365, International Relations, English, Business Requirements, Visio, SDLC, Agile Methodologies, Data Analysis, Requirements Gathering, PowerPoint, Microsoft Technologies, User Acceptance Testing, Training Delivery
Education
Baruch College 2009 — 2013
Baruch College, City University of New York (CUNY)
JPMorgan Chase & Co. June 2015 - Present
NYU Polytechnic School of Engineering August 2013 - Present
UBS June 2010 - August 2014
Baruch College February 2013 - May 2013
Skills
Microsoft Office, Robotics, Windows, Physics, Mathematics, Event Planning, Linux, Robot Programming, Mentoring, CSS, Project Management, Software Development, Arduino, NI LabVIEW, Subversion, PHP, MySQL, HTML5, jQuery, Bootstrap, Web Development, Web Applications, College Football, Computer Science, Leadership
Education
New York University - Polytechnic School of Engineering 2013 — 2016
Bachelor of Science (B.S.), Physics
Baruch College, City University of New York (CUNY) 2011 — 2013
Physics
JPMorgan Chase & Co. October 2015 - Present
Meelo Logic October 2014 - May 2015
CME Group February 2014 - August 2014
Baruch College January 2013 - June 2014
Fogel Neale Partners LLC January 2013 - June 2013
Stoneland Capital Inc. January 2008 - June 2012
Skills
C++, Microsoft Excel, Python, SQL, VBA, Microsoft Office, Financial Modeling, University Teaching, Data Analysis, R, Statistics, Matlab, Time Series Analysis, Quantitative Finance, Monte Carlo Simulation, Finance, Bloomberg, Analysis
Education
Baruch College 2012 — 2014
Master's degree, Financial Engineering
City University of New York-Baruch College 2010 — 2012
Mathematics; Minor Physics, Cum Laude
JPMorgan Chase & Co. October 2014 - Present
Vera Institute of Justice December 2010 - February 2014
Seedco/Upper Manhattan Workforce1 Career Center September 2009 - September 2010
Manavi February 2009 - August 2009
Muslim Bar Association May 2008 - May 2009
Gillman and Gillman October 2007 - May 2008
Skills
Nonprofits, Grant Writing, Non-profits, Public Speaking, Community Outreach, Fundraising, Public Policy, Research, Policy, Event Management, Community Development, Grants, Editing, Proposal Writing, Program Management, Recruiting, Program Evaluation, Program Development, Event Planning, Social Services, Social Media, Social Networking, Corporate Social..., Corporate Philanthropy, Social Innovation, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Baruch College 2013 — 2015
Master's degree, Public Administration
Rutgers University-New Brunswick 2005 — 2009
BA, Political Science, Women and Gender Studies
Deloitte Tax LLP October 2014 - Present
Deloitte Tax LLP June 2013 - October 2013
JPMorgan Chase & Co. June 2012 - May 2013
Global Credit Services May 2011 - September 2011
William and Anita Newman Library at Baruch College October 2009 - May 2011
Skills
Microsoft Excel, Access, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Outlook
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2014
Master of Science (MS), Taxation, 3.70
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Major: Accountancy Minor: Political Science, 3.78 (Magna Cum Laude)
Long Island City High School 2005 — 2009
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. March 2015 - July 2015
J.P. Morgan February 2014 - August 2014
Morgan Stanley March 2013 - December 2013
AIG July 2012 - March 2013
Ernst & Young Your World Your Vision Competition January 2013 - February 2013
Skills
Mandarin, Cantonese, Photoshop, Microsoft Excel, CFS Payroll, Corptax Software, PowerPoint, Tax, Teamwork
Education
Shanghai University of Finance and Economics 2015 — 2015
Economics, 4.0
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Tottenville High School 2007 — 2011
Accounting and Finance, 4.0
JPMorgan Chase & Co. June 2015 - August 2015
Independent Investment Bankers Corp August 2014 - November 2014
AT&T July 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Social Networking, Capital IQ, FactSet, Presentations, Financial Modeling, Java, Teamwork, English
Education
The University of Texas at Austin 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance (Corporate Finance & Investment Banking), 3.96
Baylor University 2011 — 2013
Treasures by Jodi April 2014 - Present
Mother/ Community Volunteer July 2003 - Present
Meadow Wood Elementary May 2013 - May 2014
Literacy Council of Fort Bend County September 2000 - July 2003
Informatica January 2000 - August 2000
Accenture December 1998 - January 2000
JPMorgan Chase & Co. July 1996 - December 1998
Milby High School (HISD) December 1993 - May 1996
Skills
Event Planning, Event Management, Fundraising, Teaching, Connecting People, Volunteering, Volunteer Management, Volunteer Recruiting, Public Speaking, Community Outreach, Staff Development, Public Relations, Leadership Development, Program Development, Social Media, Curriculum Development, Curriculum Design, Nonprofits, Research, Strategic Planning
Education
Baylor University 1989 — 1993
Bachelor's degree, History and Sociology with Teaching Certification (Secondary Education)
JPMorgan Chase & Co. February 2013 - May 2014
Goldman Sachs Group Inc. September 2012 - February 2013
WPP Group USA, Inc. May 2012 - October 2012
Olmstead Properties, Inc May 2011 - May 2012
Skills
Accounting, Financial Reporting, Tax, QuickBooks, Financial Accounting, Account Reconciliation, Auditing, Corporate Tax, Microsoft Excel, GAAP, Financial Analysis, Internal Controls, Tax Accounting, Sarbanes-Oxley Act, US GAAP, Accounts Payable, Income Tax, General Ledger, Revenue Recognition, Microsoft Word
Education
City University of New York-Baruch College 2010 — 2014
Bachelor's Degree, Accounting, Honors Program
Rikkyo University, College of International Business 2014 — 2014
Study Abroad, International Business, A
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase May 2014 - August 2014
Baylor University August 2012 - May 2014
Fanning Investment Partners Inc. July 2013 - August 2013
Badger Pier Painting May 2013 - July 2013
Skills
Leadership, Public Speaking, Community Outreach, Microsoft Excel, Student Leadership
Education
Baylor University 2011 — 2015
Business Fellows, Finance, Management
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. June 2014 - June 2015
Con Edison March 2012 - June 2014
Lutheran Medical Center July 2010 - August 2010
Skills
Accounting, Weight Training, Yoga, Financial Reporting, Outlook, Access, Financial Analysis, Teamwork, Research, Customer Service, Time Management
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master of Science (MS), Accounting
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
JPMorgan Chase & Co. July 2015 - Present
Baruch College September 2014 - Present
Nomura June 2015 - June 2015
Skills
Accounting, Microsoft Excel, Microsoft Word, Management, Data Entry, PowerPoint, Team Leadership, Bookkeeping, Communication Skills, Outlook, Account Reconciliation, Highly Dedicated, Sociability, Friendly Personality, Academic Tutoring, Focused Execution, Volunteering, Communication
Education
Baruch College, City University of New York (CUNY) 2014 — 2018
Bachelor of Business Administration (BBA); Major in Accountancy & Minor in Communication Studies, Accountancy, Sophomore
Iona Preparatory School 2010 — 2014
High-School Degree, General High-School Education, Senior (12th Grade)
JPMorgan Chase & Co. July 2015 - Present
Augentius October 2014 - December 2014
Cliff Young, Ltd. July 2014 - October 2014
PH Professional Services Inc January 2014 - May 2014
Internal Revenue Service January 2014 - April 2014
Kingsborough Community College February 2011 - January 2013
Century 21 Department Stores October 2009 - January 2010
Skills
Accounting, Account Reconciliation, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Accounting, Tax Preparation, Accounts Payable, Accounts Receivable, Tax, Financial Analysis, Outlook, QuickBooks, Bank Reconciliation, Financial Reporting
Education
Baruch College, City University of New York (CUNY) 2012 — 2014
Bachelor of Business Administration (B.B.A.)
Kingsborough Community College 2010 — 2012
Associate of Arts (A.A.)
JPMorgan Chase & Co. March 2015 - Present
Verizon Wireless August 2011 - March 2015
Ernst & Young October 2008 - August 2011
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, Auditing, Internal Controls, Enterprise Risk..., Financial Modeling, Internal Audit, Leadership, Variance Analysis, Business Intelligence, Financial Forecasting, Corporate Finance
Education
Baruch College 2004 — 2008
Bachelor's degree, Accounting and Finance
JPMorgan Chase & Co. October 2014 - Present
Deloitte October 2007 - October 2014
United States Marine Corps September 2001 - September 2009
Skills
Strategy, Sarbanes-Oxley Act, IT Audit, Internal Controls, Internal Audit, Risk Assessment, Enterprise Risk..., Auditing, Financial Analysis, Organizational..., CISA, Project Management, GAAP, US GAAP, Assurance, Not for Profit, Marketing Communications, Financial Accounting
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Shanghai University
Winter Study Abroad Program, Business in Modern China
Chase January 2014 - Present
JPMorgan Chase & Co. May 2006 - January 2014
The Sports Authority November 2003 - January 2005
Education
Baruch College, City University of New York (CUNY) 2001 — 2010
Bachelors Degree, Human Resources Management
Borough of Manhattan Community College
Associates Degree, Business Administration
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase & Co. March 2014 - June 2015
UBS Financial Services March 2009 - March 2014
UBS Finanacial Services March 2006 - March 2009
SUNY Oneonta March 2003 - May 2005
Otseogo County Chamber August 2004 - December 2004
Troy Chemical Corporation June 2002 - August 2002
Skills
Microsoft Office, Non-profits, Project Management, Fundraising, Event Planning, Risk Management, Operations Management, Community Outreach, Financial Services, Press Releases, Nonprofits, Recruiting, Hedge Funds, Alternative Investments, Investments, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 2015 — 2018
Master of Science (M.S.), Accounting
State University of New York College at Oneonta 2001 — 2005
bachelor of science, Business Economics
JPMorgan Chase & Co. July 2012 - Present
Skills
Retail Banking, Sales, Relationship Management, Sales Management, Relationship Building, Financial Services, Client Services, Series 6, Series 63, Life & Health Insurance..., Notary Public, NMLS Licensed, Small Business
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor's degree, International Business
Midwood Highschool 2004 — 2006
La Salle College 2001 — 2004
JPMorgan Chase & Co. October 2014 - Present
JPMorgan Chase August 2008 - Present
Citibank November 1996 - August 2008
Skills
Banking, Retail Banking, Relationship Management
Education
Baruch College 2000 — 2005
Bachelor Degree, Management
City University of New York-Baruch College 2000 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
JPMorgan Chase & Co. February 2015 - Present
Concierge Exclusive Eyewear July 2011 - May 2015
Humana At Home September 2013 - January 2015
Kiwi Express Inc. January 2013 - September 2013
KREG LLC June 2009 - January 2013
Carnival Cruise Lines September 1995 - June 2005
Skills
Pivot Tables, Management Accounting, Accounting, QuickBooks, Vlookup, Finance, Cash Management, Operating Budgets, Analysis, Budgets, Front Office, Project Management, Peachtree, Microsoft Office, Foreign Exchange, Econometrics, Business Analysis..., DCF Valuation, Investment Valuation, M&A Modeling, SAP Accounting, VBA, EBITDA Growth, Pro-Forma Earning..., Managerial Accounting, OCF Valuation, Third Party Vendor..., Compliance Oversight, Cash Flow, Corporate Finance, Financial Analysis, Budgeting, Customer Service, Managerial Finance, Management, Internal Controls, Strategy, Mergers & Acquisitions
Education
Baruch College 2010 — 2012
BBA, Finance & Industrial Organization Psychology
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Finance and Financial Management Services
JPMorgan Chase & Co. November 2014 - Present
JPMorgan Chase & Co. April 2013 - November 2014
JPMorgan Chase & Co. November 2011 - April 2013
US Army January 2003 - November 2011
TD April 2006 - August 2008
Skills
Banking, Retail Banking, Customer Service, Mortgage Lending, Relationship Management, Sales, Financial Services, Investments, Sales Management, Leadership, Consumer Lending, Small Business Lending, Risk Management, Team Building, Strategic Planning, Cross Selling, AMLS, KYC, Operational Risk..., Investigation, Data Analysis, Reporting & Analysis, SAR, OFAC
Education
Baruch College, City University of New York (CUNY) 2012 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Fragomen Worldwide August 2015 - Present
JPMorgan Chase & Co. December 2014 - August 2015
New York Law School January 2014 - November 2014
Ivo Holding Inc June 2009 - December 2013
Nieves Lavi LLC May 2006 - June 2009
New York & Company February 2004 - May 2006
Skills
Bank Secrecy Act, Start-ups, Securities Exchange Act..., OFAC, Immigration Law, Citizenship, USA PATRIOT Act, FCPA, SEC Regulations, Anti Money Laundering, Entrepreneurship, Finance, Management, Budgets, Small Business, Operations Management, Business Strategy, FINRA, Westlaw Research..., Lexisnexis Research..., Negotiation, Mergers & Acquisitions, Legal Writing, Financial Statements, Legal Research, Accounts Payable, Sarbanes-Oxley Act, Accounts Receivable, Public Speaking
Education
New York Law School
Doctor of Law (JD)
Baruch College
Master of Business Administration (MBA), International Business
Baruch College
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase August 2011 - September 2014
JPMorgan Chase July 2008 - August 2011
Skills
Financial Modeling, Financial Analysis, Finance, Corporate Finance, Real Estate, Vendor Management, Financial Reporting, Process Improvement
Education
City University of New York-Baruch College
Finance & Investments
Harlem Children's Zone May 2013 - Present
Good Shepherd Services July 2012 - February 2013
State Street Corporation June 2012 - August 2012
The Children’s Aid Society April 2012 - August 2012
HSBC Securities (USA) Inc. July 2003 - November 2011
JPMorgan Chase & Co. June 1999 - June 2003
Skills
Reference Data, Business Analysis, Investment Banking, Fixed Income, Equities, Options, Corporate Actions, Problem Solving, Proficient using..., Proficient using..., Subject Matter Expert..., Subject Matter Expert..., Subject Matter Expert..., Expertise includes new..., Expertise includes..., Expertise includes..., Supervisor, Project..., New Business..., User Acceptance Testing..., • Student Advocate..., • Missouri Model •..., • SELF Model (Safe,..., • Introduction to..., • HIV: The Essentials ..., • Universal ..., • Bias Awareness –..., • Role of the Youth..., • CPR, AED and Basic..., • LGBTQQ (Lesbian, Gay,..., • Managing Difficult..., Analysis, Alternative Investments
Education
St. Joseph's College 2012 — 2013
Certificate, Human Services and Crisis Intervention Counseling, 3.93
City University of New York-Baruch College 2003 — 2004
Certificate, Investment Banking, 3.44
University of Iowa 1990 — 1994
BA, Economics, 2.44
JPMorgan Chase & Co. November 2014 - Present
Barclay's Wealth May 2010 - October 2014
Barclay's Wealth May 2010 - October 2014
TIAA-CREF December 2005 - May 2010
Citi 2009 - 2010
T Rowe Price July 2005 - December 2005
Morgan Stanley August 2000 - January 2002
Morgan Stanley February 2000 - August 2000
Salomon Smith Barney June 1998 - January 2000
Skills
Visio, Strategy, Program Management, Analysis, Project Management, Software Documentation, Management, Quality Assurance, Strategic Financial..., Testing, Wealth Management, Access
Education
Baruch College, City University of New York (CUNY) 2000 — 2003
MBA, Computer Information Systems
New York University 1994 — 1998
BA, Economics
JPMorgan Chase & Co. April 2015 - Present
Aerotek October 2014 - March 2015
Self Employed March 2010 - June 2014
Monarch Wealth and Business Management August 2013 - December 2013
Aeropostale October 2011 - October 2013
Skills
Research, PowerPoint, Microsoft Word, Microsoft Excel, Teaching, Public Speaking, Microsoft Office, Editing, Statistics, Photoshop, Data Analysis, Creative Writing, Report Writing, Visual Arts, Performing Arts
Education
City University of New York-Baruch College 2010 — 2014
Bachelor's Degree, Major in Economics, Minor in History
JPMorgan Chase & Co. 2015 - Present
Baylor University June 2013 - 2015
JPMorgan Chase June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, English, Customer Service, Research, Economics, Social Media, Financial Analysis, Public Speaking, Accounting, Team Leadership, Leadership, Time Management, Windows, Facebook, Event Planning
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Economics
JPMorgan Chase July 2011 - Present
JPMorgan Chase & Co. 2011 - 2015
JPMorgan Chase & Co. 2011 - 2015
JPMorgan Chase & Co. 2011 - 2015
Various January 2008 - May 2011
Pershing March 2006 - December 2007
LaBranche & Co. 2005 - 2006
MMC January 2000 - December 2004
FHLB of NY 1999 - 1999
FHLB of NY 1999 - 1999
Skills
Talent Acquisition, Recruiting, HRIS, Talent Management, Applicant Tracking..., Employee Relations
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
New York University 1993 — 1995
Bachelor of Fine Arts (BFA), Film/Cinema/Video Studies
State University of New York at Buffalo 1990 — 1993
Xaverian High School
JPMorgan Chase & Co. April 2015 - Present
Van Eck Global August 2010 - March 2015
Credit Suisse February 2009 - May 2009
Smith Barney Citigroup May 2008 - August 2008
The Besen Group, LLC March 2007 - December 2007
Skills
Hedge Funds, Mutual Funds, Fixed Income, Derivatives, Bloomberg, Equities, Investments, Financial Analysis, Capital Markets, Emerging Markets, Securities, Asset Management, Portfolio Management, Chess
Education
City University of New York-Baruch College 2005 — 2010
BBA, Finance and Investments
Georgian Technical University 2001 — 2004
BBA, Finance and Banking
JPMorgan Chase & Co. October 2014 - Present
New York City Transit May 2014 - September 2014
OEM Source, Inc June 2006 - May 2014
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Marketing, Microsoft Word, Customer Service, Social Media, Management, Research, Public Speaking, Event Planning, Outlook, Leadership, Social Networking, Teamwork, Strategic Planning, Data Analysis, Analysis, Budgets, Sales, Negotiation, Business Development, Marketing Strategy, Trading, Investments, Investment Banking
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Bachelor of Business Administration (BBA), Finance and Investments
Long Island University, Brooklyn Campus 2011 — 2014
Pre-Pharmacy Studies
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase June 2014 - May 2015
Grant Thornton LLP February 2014 - April 2014
JPMorgan Chase February 2013 - December 2013
WPP March 2012 - January 2013
New York City Police Department June 2011 - March 2012
Skills
Financial Analysis, Accounting, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Accounts Payable, Finance, Corporate Finance, Tax, Analysis, Financial Accounting, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master’s Degree, Accounting
Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Rikkyo University 2014 — 2014
Japanese Business and Culture Study Abroad Program
Brooklyn Technical High School 2006 — 2010
JPMorgan Chase & Co. February 2014 - Present
Bank Pekao September 2012 - December 2012
PKO BP October 2011 - November 2011
Skills
Microsoft Excel, Data Analysis, Banking, Corporate Finance, Risk Management, Business Strategy, Management Consulting, Microsoft Word, Business Planning, Team Leadership, Valuation, Marketing Strategy, Investments
Education
University of Warsaw 2009 — 2011
MA in International Economics
City University of New York-Baruch College - Zicklin School of Business 2006 — 2008
BA, Economics
Fort Hamilton High School 1998 — 2002
JPMorgan Chase & Co. March 2011 - Present
Citigroup August 2008 - March 2011
Citigroup March 2006 - July 2008
Citigroup, Citibank Community February 2005 - March 2006
Citigroup June 1999 - February 2005
Citigroup April 1998 - June 1999
Citigroup February 1998 - April 1998
Skills
Finance, Credit, Goal Oriented, Portfolio Management, Loans, Risk Management, Credit Risk, Negotiation, Banking, Fast Paced Environment, Results Oriented, Great at Negotiations, Work best in a fast..., Financial Risk, Financial Analysis, Transaction Processing, Excellent Customer..., Multi Tasking, Mortgage and Loan..., Research & Investigation, Credit Analysis, Risk Reviews, Early Warning Process
Education
Baruch College, City University of New York (CUNY)
BBA, Finance, Accounting
Baruch College, City University of New York (CUNY)
Bachelor, Business Administration
UBS Investment Bank October 2006 - Present
JPMorgan Chase & Co. August 2000 - January 2006
A.T. Kearney 1992 - 2001
Skills
Strategy, Banking, Management Consulting, Six Sigma, Management, Start-ups, Risk Management, Investment Banking, Restructuring, Fixed Income, Operations Management, Equities, Emerging Markets, Financial Services, Strategic Sourcing, Finance, Leadership, CRM, Performance Management, Mergers & Acquisitions, Corporate Finance, Strategic Negotiations, Business Transformation, Business Analysis
Education
Baruch College, City University of New York (CUNY) 1991 — 1992
MBA, Finance, International Management
University of Mannheim 1987 — 1991
Diplom-Kaufmann, Business, Finance
Subway June 2014 - Present
ADP January 2014 - Present
The UPS Store January 2003 - Present
JPMorgan Chase & Co. January 2015 - July 2015
Education
Baruch College, City University of New York (CUNY) 2002 — 2006
Bachelor of Business Administration (BBAW, Business and Social Skills
JPMorgan Chase & Co.
Skills
Banking, Customer Service, Risk Management, Sales, Leadership
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Business Administration and Management, General
Citi October 2014 - Present
JPMorgan Chase & Co. July 2008 - October 2014
TD Bank February 2007 - July 2008
Washington Mutual October 2005 - February 2007
Skills
Small Business Lending, Commercial Lending, Loans, Credit, Lines Of Credit, Consumer Lending, Commercial Banking, Credit Analysis, Mortgage Lending, Banking, Loan Origination, Series 6, Relationship Management, Series 63, Business Banking, Risk Management, Prospecting, Networking, Marketing, Communication, Problem Solving, Centers of Influence, COI, Cash Flow, Cash Management, Accounting, Cash Flow Lending, Coaching, Team Building, Portfolio Management, Microsoft Office, Microsoft Excel, PowerPoint, Retail Banking, Private Banking, Mutual Funds, Financial Risk
Education
Baruch College 2004 — 2008
Bachelor of Business Administration (BBA), Finance & Investments
JPMorgan Chase & Co. 2014 - Present
Chase 2012 - 2014
Euromoney Conferences 2011 - 2012
Skills
Customer Service, Coordination, Administrative..., Marketing Communications, Direct Marketing, Email Marketing, Market Research, Data Mining, Data Entry, Telemarketing, Languages, Microsoft Office, Microsoft Excel, Microsoft Word, Aviation, Customer Experience
Education
Baruch College 2007 — 2010
Bachelor of Business Administration (BBA), International Marketing
Management Leadership for Tomorrow June 2014 - Present
Minie's Professional Services February 2014 - Present
Baruch College October 2013 - Present
JPMorgan Chase & Co. June 2015 - August 2015
Morgan Stanley October 2014 - November 2014
CUNY - Student Leadership Academy June 2014 - June 2014
Christmas Tree Shops September 2012 - June 2014
JPMorgan Chase April 2014 - April 2014
JPMorgan Chase April 2014 - April 2014
Skills
Leadership, Mentoring, Teaching, Communication, Multi Tasking, Organization, Public Speaking, Critical Thinking, Analysis, Management, Teamwork, Customer Service
Education
City University of New York-Baruch College 2012 — 2016
Bachelor's Degree, Finance, General, 3.57
SNL Financial December 2014 - Present
JPMorgan Chase & Co. March 2013 - December 2014
JPMorgan Chase & Co. September 2011 - March 2013
JPMorgan Chase & Co. June 2007 - June 2011
Education
Baruch College 2007 — 2011
Bachelor of Business Administration (B.B.A.), International Marketing/Business
JPMorgan Chase & Co. August 2013 - Present
GameStop January 2013 - August 2013
Varied Internship Program (VIP) January 2011 - December 2012
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor’s Degree, Banking, Corporate, Finance, and Securities Law, 3.5
Berkeley College 2012 — 2014
Associate’s Degree, Business/Corporate Communications, 3.7
JPMorgan Chase & Co. June 2015 - Present
Citi April 2013 - June 2015
Verizon Wireless August 2011 - April 2013
TD July 2010 - February 2011
Skills
Corporate Communications, Retail Banking, Customer Service, Banking, Microsoft Office, Sales, Credit, Finance, Loans, Time Management, Teamwork, Customer Experience, Consumer Lending, Cross Selling, Financial Analysis, Credit Analysis, Credit Cards, Relationship Management, Outlook, Data Entry, Microsoft Word, Project Management, Credit Risk, Leadership, Financial Services, Team Leadership, Strategic Planning, Team Management, Microsoft Excel, Social Media, Social Networking, Social Skills, Mobile Communications, Internal & External..., Marketing Communications, Strategic Communications, Communication
Education
Baruch College, City University of New York (CUNY) 2009 — 2014
Bachelor's degree, Corporate Communications, 3.1
Prudential Financial September 2014 - Present
JPMorgan Chase November 2013 - August 2014
Prudential Financial July 2012 - November 2013
JPMorgan Chase January 2009 - July 2012
JPMorgan Chase & Co. August 2007 - January 2009
JPMorgan Chase & Co. January 1997 - August 2007
Skills
Computers, Problem Solving, Teamwork, Teaching, Customer Oriented, Access, Printers, Software Installation, Technical Support, Time Management, Troubleshooting, Windows 7, Laptops, Call Centers, Disaster Recovery, Project Management, Lotus Notes, Business Analysis, Vendor Management, IT Management, Windows, IT Strategy, Process Improvement
Education
CUNY New York City College of Technology 1996 — 1998
Associate's degree, Accounting
City University of New York-Baruch College
Associate's degree, Computer and Information Sciences and Support Services
BNY Mellon May 2014 - Present
Wells Fargo November 2014 - November 2014
Sudran Dizenhaus & Associates September 2013 - May 2014
JPMorgan Chase & Co. April 2014 - April 2014
Baruch College Technology Center October 2012 - March 2013
Skills
Basel II, Basel III, Enterprise Risk..., Microsoft Excel, Accounting, Risk Management, Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Baruch College, City University of New York (CUNY) 2012 — 2016
Accounting
JPMorgan Chase & Co. July 2015 - Present
Baruch College June 2013 - July 2015
David Barton Gym July 2009 - May 2015
Internal Revenue Service January 2012 - April 2015
Medgar Evers College of The City University of New York February 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Income Tax, Inventory Management, Case Studies, Research, Budgets, Accounting, Financial Analysis, English, Access, Financial Accounting, General Ledger, Social Networking, Finance, Social Media, Teamwork
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting, 3.76
Prudential Borrowing March 2015 - Present
Citibank, NA 2012 - March 2015
Capital One Home Loans 2011 - 2012
JPMorgan Chase & Co. 2010 - 2011
Nationwide Equities Corporation 2008 - 2010
Shaw Mortgage Group, LLC 2006 - 2008
Fairfield Financial Mortgage Group Inc. 2005 - 2006
Vantage Mortgage, LLC 2003 - 2005
Skills
Customer Service, Banking, Microsoft Excel, Financial Modeling, Risk Management, Microsoft Office, Accounting, Project Management, Strategic Planning, Investments, Mortgage Servicing, Investment Strategies, Loans, Mortgage Lending, Real Estate, Investment Properties, Refinance, Credit, Finance, FHA, First Time Home Buyers
Education
City University of New York-Baruch College 2001 — 2005
Zicklin School of Business- International Marketing
J.P. Morgan July 2014 - Present
J.P. Morgan July 2012 - July 2014
JPMorgan Chase & Co. February 2011 - December 2011
Pavillion Agency October 2009 - February 2011
Skills
Financial Modeling, Bloomberg, Corporate Finance, Financial Analysis, Bloomberg Terminal, Hedge Funds, Finance, Derivatives, Investments, Valuation, Fixed Income, Risk Management
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
BBA in Finance and Investments, Finance and Investments
JPMorgan Chase & Co. September 2013 - Present
JPMorgan Chase October 2011 - September 2013
JPMorgan Chase & Co. September 2008 - October 2011
Washington Mutual Bank August 2005 - September 2008
Washington Mutual Bank May 2003 - August 2005
Skills
Project Management, SDLC, Banking, Business Analysis, Process Improvement, Strategic Planning
Education
Baylor University 2013 — 2015
M.B.A., Executive MBA
Texas State University 2001 — 2003
B.A., Accounting and Finance
JPMorgan Chase & Co. July 2011 - Present
JPMorgan Chase & Co. December 2008 - June 2011
Skills
Loans, Credit, Relationship Management, Financial Services, Sales, New Business Development, Small Business Lending, Series 63, Lines Of Credit, Accounting, Banking, Business Development, Commercial Banking, Commercial Lending, Credit Analysis, Due Diligence, Finance, Financial Analysis, Financial Reporting, Financial Risk, Management, Risk Management
Education
City University of New York-Baruch College
Bachelor's degree, Business Administration and Management, General
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Harvard Business School August 2015 - August 2015
Goldman Sachs May 2015 - July 2015
Morgan Stanley May 2015 - July 2015
BlackRock April 2015 - April 2015
JPMorgan Chase & Co. October 2013 - December 2013
Wells Fargo Bank January 2011 - March 2012
Wells Fargo May 2009 - August 2009
Wachovia Scholars June 2008 - June 2008
Skills
Retail Banking, Mortgage Banking, Project Management, Business Development, Microsoft Office, Banking, Training, Management, Finance, Risk Management, Sales
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Go Auto February 2010 - Present
Affirmative Insurance Holdings April 2009 - February 2010
Affirmative Insurance Holdings August 2008 - April 2009
JPMorgan Chase & Co. July 2007 - August 2008
Skills
Accurate Data Entry, Clerical Skills, Computers, Problem Solving, Medical Billing, Sales Management, Customer Satisfaction, Team Building, Sales Process, Account Management, Customer Service, Insurance, Sales, Training
Education
Baton Rouge Community College 2014 — 2015
Associate's Degree, Business Administration and Management, General
Baton Rouge Community College 2012 — 2014
Accounting and Business/Management
Tulane University 2001 — 2003
Computer Information Systems
Southern University at New Orleans 1992 — 1995
Computer Information Systems
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase & Co. June 2014 - August 2014
Protiviti June 2013 - August 2013
Legacy Texas Wealth Advisors May 2012 - December 2012
Skills
Social Media Marketing, Entrepreneurship, Public Speaking, Business Process, Corporate Finance, Financial Modeling, Marketing, Strategic Planning, Financial Analysis
Education
Baylor University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting & Finance
HSBC May 2013 - Present
Citi 2015 - 2015
Barclays November 2012 - May 2013
AIG February 2012 - October 2012
HSBC March 2011 - January 2012
AIG June 2010 - February 2011
Girl Scouts of the USA June 2009 - May 2010
JPMorgan Chase & Co. 1996 - 2009
Chase 1996 - 1998
Skills
¨Project Leadership¨..., Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, ¨Regulatory..., Analysis, SDLC, Program Management, Risk Management, CRM, Project Management
Education
Baruch College, City University of New York (CUNY) 1991 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting and Computer Science
Baruch College/School of Business 1991 — 1994
Bachelor's Degree, Accounting and Computer Science
JPMorgan Chase & Co. August 2011 - October 2014
Automatic Data Processing Insurance Agency, Inc. June 2011 - August 2011
Office Depot January 2011 - June 2011
Working Families Party July 2009 - December 2010
Republic of Korea Ministry of Education Science and Technology August 2008 - July 2009
UAlbany Fund November 2004 - July 2008
Skills
Budgets, Account Management, Client Aquisition, Series 6, Series 63, Microsoft Office, NMLS Licensed, Life Insurance, Relationship Management, Financial Planning, Interviews, Access, PowerPoint, Banking, Event Planning, Customer Service, Sales, Management, Public Speaking, Teaching, Leadership
Education
Baruch College 2012 — 2013
University at Albany, SUNY 2004 — 2008
International/Global Studies
Premier Home Health Care Services, Inc February 2013 - Present
Premier Home Health Care Services, Inc November 2010 - February 2013
J.P. Morgan June 2001 - June 2010
JPMorgan Chase & Co. January 1998 - January 2001
JPMorgan Chase & Co. January 1991 - January 1998
Skills
HIPAA, Customer Service, Process Improvement, Hospitals, Healthcare Management, Team Building, Medicare, Microsoft Word, Strategic Planning, •Bilingual in English...
Education
Baruch College/CUNY 1990 — 1993
Business Administration
Baruch College, City University of New York (CUNY) 1989 — 1993
Business Administration and Management, General
Chase October 2013 - Present
JPMorgan Chase & Co. June 2015 - August 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting
Borough of Manhattan Community College 2007 — 2009
Associate's degree, Accounting
JPMorgan Chase & Co. August 2013 - Present
JP Morgan Chase July 2011 - August 2013
Morgan Stanley Smith Barney January 2010 - April 2011
Marcus & Millichap Real Estate Investment Services September 2009 - December 2009
Broadridge Financial Solutions June 2009 - August 2009
Broadridge Financial Solutions June 2008 - August 2008
Skills
Presentation Development, Data Analysis, Technology Integration, Investments, Strategic Financial..., Alternative Investments, Wealth Management, Financial Services, Analysis, Wealth Management..., Financial Modeling, Valuation, Bloomberg, Financial Analysis, Financial Structuring, Bloomberg Terminal, Corporate Finance, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Finance
JPMorgan Chase & Co. November 2014 - Present
World Trade Financial Group July 2011 - November 2014
World -Xecution Strategies October 2012 - September 2013
Seven Points Capital August 2010 - May 2011
Dimension Trading Group LLC July 2008 - May 2010
Skills
Equity Trading, Options, High Frequency Trading, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Technical Analysis, Investments, Series 63, Equity Derivatives, Proprietary Trading, Trading Systems, Series 7, Equities, Commodity, Trading Strategies, Risk Management, Hedge Funds, Electronic Trading, Equity Research, Derivatives, FX trading, Securities, FX Options, Bloomberg, Trading, Capital Markets, Financial Markets, Hedging, FINRA, Currency, ETFs, Financial Analysis, Finance, Fixed Income
Education
Baruch College 2006 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Investments
Stony Brook University 2004 — 2006
Chemistry
Pure Texting Inc. July 2014 - Present
JPMorgan Chase & Co. October 2007 - April 2015
Skills
Banking, Credit, Loans, Portfolio Management, Risk Management, Financial Services, Finance, Credit Risk, Relationship Management, Credit Cards, Cash Management, Branch Banking, Lines Of Credit, Cross Selling, AML, Operational Risk..., Small Business Lending, Loan Origination, Retail Banking, Sales, Sales Management, Customer Service, Business Development, Small Business, Leadership, Marketing Strategy, Strategic Planning, Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
Bachelor's degree, Business, Management, Marketing, and Related Support Services
The Lubrizol Corporation August 2015 - Present
BP January 2013 - August 2015
BP May 2011 - January 2013
BP September 2010 - May 2011
BP January 2007 - November 2010
Link Staffing Services April 2006 - December 2006
JPMorgan Chase November 2004 - April 2006
JPMorgan Chase November 2000 - November 2004
JPMorgan Chase & Co. September 1999 - November 2000
JPMorgan Chase & Co. April 1999 - September 1999
Skills
Executive Coaching, Culture Change, Training & Development, Coaching, Public Speaking, Management Development, Leadership Development, Employee Engagement, Organizational..., Organizational..., Succession Planning, Talent Management, Diversity & Inclusion, Diversity Training, Employee Training, Leadership, Program Management, Training, Workshop Facilitation, Management, Change Management, New Hire Orientations, Staff Development, Strategy, Onboarding, E-Learning, Instructional Design, Talent Acquisition, Career Development, Policy, Employee Relations, Performance Management, Performance Improvement, Human Resources, Training Delivery, Organizational Design, Analysis, Business Process..., Team Building, Petroleum, Consulting, Project Management, Strategic Planning, Project Planning, Energy, Sales, Oil & Gas, Mentoring, Personnel Management, Executive Management
Education
Baylor University 1993 — 1995
Bachelor of Arts, Communications
JPMorgan Chase & Co. March 2014 - August 2015
Colgate Palmolive February 2013 - February 2014
Baruch College Technology Center September 2012 - January 2013
Skills
Mathematics, Chinese, English, Computer Hardware, Accounting, Financial Accounting, Finance, International Tax, Lotus Notes
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's Degree, Taxation, 3.64
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, 3.8
Southwestern University of Finance and Economics 2010 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
JPMorgan Chase & Co. June 2015 - Present
Baruch College, New Student Programs August 2014 - May 2015
Baruch College, New Student Programs August 2013 - May 2015
Baruch College, Orientation May 2014 - July 2014
Garan, Incorporated June 2013 - August 2013
Campus Recreation at University at Albany September 2011 - May 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Research, Leadership, Microsoft Excel, Public Speaking, Teamwork, Social Media, Event Planning, English, Time Management, Photoshop, Team Leadership
Education
Baruch College, City University of New York (CUNY) 2013 — 2016
Bachelor's Degree, Operations Management
Lorenzo de' Medici, The International Institute 2015 — 2015
Study Abroad
State University of New York at Albany 2012 — 2013
JPMorgan Chase & Co. January 2015 - Present
Marsh & McLennan Companies, Inc. September 2013 - Present
J.P. Morgan June 2012 - August 2012
Skills
Portfolio Management, Strategic Planning, Operational Execution, Process Improvement, Business Strategy, Data Analysis, Statistics, Statistical Data..., Financial Analysis, Financial Modeling, Project Management, Project Planning, Strategy Implementation, Process Optimization, Operations Management, Investment Banking, Investments, Finance, Microsoft Office, IT Operations, Dance, Sales, Teamwork, Operations Process...
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley December 2014 - Present
JPMorgan Chase & Co. April 2014 - December 2014
J.P. Morgan April 2011 - April 2014
Morgan Stanley June 2009 - April 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley August 2007 - June 2008
R.A. Travel Inc September 2005 - August 2007
Skills
Credit, Fixed Income, Financial Analysis, Credit Analysis, Swaps, Microsoft Excel, PowerPoint, Presentations, Finance, Microsoft Office, Financial Reporting, Management, Analysis, Risk Management, Derivatives, Project Management
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
CohnReznick LLP January 2015 - April 2015
Baruch Accounting Society August 2014 - December 2014
Maguire's Bayfront Restaurant May 2013 - September 2014
Baruch Accounting Society January 2014 - May 2014
JPMorgan Chase & Co. April 2014 - April 2014
Baruch Accounting Society August 2013 - December 2013
Baruch Accounting Society September 2012 - May 2013
Ernst & Young March 2013 - April 2013
Albatross June 2011 - August 2012
Sigma Kappa Sorority January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Writing, Creative Writing, Accounting, Pivot Tables, Public Speaking, Customer Service, Social Media, Access, Event Planning, Marketing, Outlook, Facebook, Social Networking
Education
Baruch College 2012 — 2015
Accounting, Senior
SUNY Fredonia 2010 — 2012
Liberal Arts
JPMorgan Chase & Co. August 2015 - Present
JLL December 2014 - Present
Time Warner Inc. February 2013 - December 2014
Citi June 2010 - February 2013
Citi June 2008 - June 2010
Citi June 2007 - June 2010
Berkery, Noyes & Co., LLC June 2006 - May 2007
Massey Knakal Realty Services February 2005 - May 2006
Skills
Program Management, Financial Reporting, Performance Management, PowerPoint, Microsoft Excel, Organizational..., Business Strategy, Operations Management, Corporate Real Estate, International Real..., Financial Analysis, Data Analysis, Automotive, Strategy, Management, Mergers & Acquisitions, Vendor Management, Project Management, Leadership, Portfolio Management, Valuation, Due Diligence, Analysis, Real Estate
Education
FORDHAM UNIVERSITY - College of Business Administration 2003 — 2007
Bachelor of Science, Business Administration; Finance
City University of New York-Baruch College - Zicklin School of Business 2013 — 2016
Part-Time MBA Program, Finance, General
NEW YORK UNIVERSITY - Continuing Education 2009 — 2011
Professional Certificate in Property Management, Real Estate
Humanities HS 1999 — 2003
Investment and Commercial Banking July 2014 - Present
BBVA October 2011 - June 2014
BNP Paribas 2007 - 2011
JPMorgan Chase & Co. 1988 - 2007
Morgan Stanley 1981 - 1988
Skills
Banking, Capital Markets, Derivatives, Risk Management, Structured Finance, Investment Banking, Credit Risk, AML, Financial Markets, Fixed Income, Due Diligence, Loans, Commercial Banking, Retail Banking, Mergers & Acquisitions, Private Equity
Education
Baruch College, City University of New York (CUNY)
Finance, General
Manhattan College
Bachelor of Arts (B.A.), Psychology
JPMorgan Chase & Co. April 2013 - Present
JP Morgan Chase July 2011 - April 2013
JPMorgan Chase August 2006 - August 2010
Skills
Credit, Series 6, Banking, Loans, Consumer Lending, Mortgage Lending, Small Business Lending, Commercial Lending, Financial Analysis, Cross Selling, Loan Origination, Life Insurance, Relationship Management, Cash Management, Cash Flow
Education
Queens College 2013 — 2014
Master of Science (MS), Accounting
Queens College 2009 — 2012
Bachelor's degree, Accounting
Baruch College 2003 — 2007
Finance and Investments, Investments and Securities
JPMorgan Chase & Co. July 2014 - Present
Subway - Franchise World Headquarters May 2013 - July 2014
Credit Suisse May 2007 - December 2012
JP Morgan Chase May 2005 - May 2007
Prudential Securities April 1989 - April 2005
Skills
SDLC, Project Management, PMP, Vendor Management, Program Management, Agile Methodologies, Project Portfolio..., Software Project..., PMO, Business Analysis, Scrum, Agile Project Management, Change Management, Requirements Analysis, Resource Management, Project Finance, Information Technology, Business Requirements, Process Improvement, Business Intelligence, Business Process, Project Planning, Enterprise Architecture, Requirements Gathering, Certified Scrum Master, Kanban, MS Project, Agile & Waterfall...
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BBA, Computer Information Systems
Barclays June 2015 - Present
Capco February 2015 - June 2015
JPMorgan Chase & Co. October 2014 - February 2015
ABN AMRO Bank N.V. December 2013 - September 2014
Barclays Capital June 2012 - December 2013
Russell Investments November 2011 - June 2012
Financiers Without Borders at Baruch College January 2011 - March 2012
Barclays Capital May 2011 - August 2011
Coleman Research Group January 2011 - May 2011
Volunteer Income Tax Assistance Program October 2009 - March 2011
Skills
Excel, VBA, Macro, Salesforce.com, Pivot Tables, Vlookup, Financial Modeling, MS Office Suite, Bloomberg Terminal, Financial Markets, DTC, Reuters, Quicken, Stock Market, Stock Exchange, Stock Trading, Stock Picking, Equity Research, Microsoft Office
Education
City University of New York-Baruch College 2008 — 2012
Bachelor of Arts (B.A.), Business Communications & Economics
John Dewey High School 2003 — 2007
Computer Science
J.P. Morgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan Securities LLC (JPMS) January 2013 - October 2014
JPMorgan Chase & Co. November 2011 - December 2012
JPMorgan Chase & Co. February 2011 - October 2011
Amglo Kemlite Laboratories April 2008 - November 2010
Skills
Banking, Credit Analysis, Credit, Loans, FINRA, Securities, Investments, Retail Banking, Mortgage Lending, Series 6, Series 63, Life and Health..., Financial Services, Credit Cards, Small Business Lending, Mutual Funds, Economics, Fixed Income, Home Equity Lines of...
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance and Investments
Credit Suisse October 2008 - Present
Goldman Sachs August 2006 - October 2008
JPMorgan Chase & Co. August 2004 - July 2006
JPMorgan Chase & Co. August 2001 - July 2004
JPMorgan Chase & Co. August 1998 - July 2001
JPMorgan Chase & Co. August 1996 - July 1998
Skills
Business Analysis, Project Management, Investment Banking, Management, Leadership, Strategy, CRM, Analysis, Vendor Management, Requirements Gathering, Requirements Analysis, SDLC
Education
Baruch College, City University of New York (CUNY) 1997 — 2001
Bachelor of Business Administration (B.B.A.), Computer Information Systems
BBVA Compass December 2013 - Present
JPMorgan Chase & Co. January 2009 - November 2013
Skills
Research,..., Budget Creation,..., Strategic Planning &..., Financial Reporting &...
Education
Baylor University 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Marketing
JPMorgan Chase & Co. Relationship Banker at, JPMorgan Chase N.A.JPMorgan ChaseFebruary 2012 — Present
JP Morgan Chase January 2010 — Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Finance, Microsoft Word, Access, Banking, Outlook, Financial Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Bachelor, Finance and Investments
Thomson Reuters February 2011 - Present
Schwartz Marketing, Inc. December 2004 - February 2011
Tradeweb 2001 - 2003
Instinet Corporation 1994 - 1999
JPMorgan Chase & Co. 1987 - 1994
Skills
Start-ups, Creative Direction, Management, Product Marketing, Marketing Strategy, Social Media Marketing, Lead Generation, Digital Marketing, Copywriting, New Business Development, Online Marketing, Marketing Communications, Brand Development, Competitive Analysis, Strategic Partnerships, Leadership, Advertising, Business Development, Corporate Communications, Online Advertising, Marketing, Integrated Marketing, B2B, Messaging, Sales, E-commerce, Product Management, Email Marketing, Financial Services, Direct Marketing, Digital Strategy, Strategy
Education
Baruch College
MBA, Marketing
Baruch College
BBA, Management and Organizational Behavior
JPMorgan Chase & Co. February 2011 - Present
JPMorgan Chase & Co. February 2008 - January 2011
JPMorgan Chase & Co. August 2000 - January 2008
JPMorgan Chase & Co. January 1999 - July 2000
Education
Baruch College, City University of New York (CUNY)
MBA, Finance & International Business
Franklin University
BS, Accounting
Ohio University
BA, Philosophy
JPMorgan Chase & Co. January 2000 - Present
Skills
Fixed Income, Capital Markets, Project Management, Budget Process, Compliance, Business Analysis, Business Strategy, Business Process..., Business Performance..., Alternative Investments, Investment Banking, Derivatives, Equities, Hedge Funds, Series 7, Asset Management, Portfolio Management, Trading Systems, Equity Derivatives, Securities
Education
Baruch College, City University of New York (CUNY) 1995 — 1999
PKG Consulting LLC February 2010 - Present
MetTel July 2008 - February 2009
Deloitte & Touche July 2007 - July 2008
JPMorgan Chase & Co. June 2000 - July 2007
Skills
Strategic Planning, Marketing Strategy, marketing communications
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MS, Marketing
Baruch College, City University of New York (CUNY) 2000 — 2004
JP Morgan Chase February 2013 - Present
JPMorgan Chase & Co. October 2010 - January 2013
National Financial Partners January 2006 - October 2010
National Financial Partners January 2005 - December 2005
National Financial Partners January 2003 - December 2004
Skills
Financial Reporting, Strategic Financial..., Financial Modeling, Due Diligence, Financial Analysis, Analysis, Corporate Finance, Sarbanes-Oxley Act, Business Analysis, Variance Analysis, Managerial Finance, Accounting, Internal Controls, Finance, Valuation, Auditing, Mergers & Acquisitions, Financial Planning
Education
Indiana University - Kelley School of Business 1999 — 2001
MBA, Finance
Baruch College 1989 — 1994
BBA, Accounting
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase October 2013 - August 2014
JPMorgan Chase November 2009 - October 2013
JPMorgan Chase July 2005 - November 2009
Skills
Fixed Income, Equities, Derivatives, Capital Markets, Bloomberg, Investments, Hedge Funds, Securities, FX Options, Finance, Credit Derivatives, Swaps, Middle Office, Microsoft Excel, Customer Service
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2008
Master of Business Administration (MBA), Risk Management
Baruch College 2001 — 2004
Bachelor of Business Administration (BBA), Finance and Economics
JPMorgan Chase & Co. October 2014 - Present
Bank of America December 2013 - August 2014
Bank of America September 2011 - December 2013
Bank of America December 2008 - September 2011
Skills
Performance Consulting, Organizational..., Learning Strategies, Workplace Learning, Learning Solutions, Personnel Recruiting, Conference Management, Coaching, Customer Service, Personnel Selection, Succession Planning
Education
University of Phoenix 2011 — 2013
Masters, Human Resources Management
City University of New York-Baruch College 1990 — 2000
Bachelor of Arts, Corp. Comm. & I/O Psych
HSBC March 2014 - Present
JPMorgan Chase January 2012 - March 2014
JPMorgan Chase & Co. January 2009 - December 2011
JPMorgan Chase & Co. May 2006 - December 2008
New York Life June 2005 - May 2006
Skills
Series 6, Series 63, Retirement Planning, Financial Analysis, Financial Modeling, Series 7, Investments, Mutual Funds, Commercial Lending, Loans, Estate Planning, Mortgage Lending, Credit, Credit Analysis, Wealth Management, Corporate Finance, Securities, Commercial Banking, Equities, Banking, Portfolio Management, Finance, Cash Management, Capital Markets, Strategic Financial..., Investment Banking, Cash Flow, Forecasting, Financial Services, Financial Planning
Education
Baruch College, City University of New York (CUNY) 2008 — 2011
MBA, Finance
University of Michigan 1999 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Lincoln-Sudbury 1995 — 1999
JPMorgan Chase & Co. July 2015 - Present
Credit Suisse June 2008 - July 2015
Goldman Sachs June 2006 - June 2008
Accenture July 2000 - June 2006
Heller Financial 1997 - 1998
Skills
Prime Brokerage, Securities Lending, Hedge Funds, Investment Banking, Equities, Securities, Sybase, Equity Derivatives, Trading, FX Options
Education
City University of New York-Baruch College - Zicklin School of Business 1998 — 2000
Master of Science (M.S.), Computer and Information Systems Security/Information Assurance
Baruch College 1995 — 1998
Bachelor's degree, Finance and Financial Management Services
JPMorgan Chase & Co. January 2015 - Present
Pacific Gas and Electric Company December 2013 - December 2014
Citi August 2012 - December 2013
Citi June 2011 - July 2012
TMC Inc. March 2010 - June 2011
MACO MEDIA VENTURES INC January 2010 - February 2010
Clearwater Ventures, Inc. May 2009 - January 2010
FEGS May 2008 - September 2008
American Legal Search February 2008 - May 2008
Citigroup May 2006 - August 2007
Skills
Research, Databases, Access, PowerPoint, Unix Administration, Unix, Unix Shell Scripting, Unix Software, Unix Networking, Power Systems, Frame, AIX Administration, Technology Change..., AIX, VIOS, Virtualization, Data Center, System Administration, Linux, Disaster Recovery, IBM AIX, Solaris, Shell Scripting, Servers, Management, ITIL, SDLC
Education
Baruch College, City University of New York (CUNY) 2005 — 2010
BBA, Marketing Management
JPMorgan Chase & Co. April 2014 - Present
Bank of Tokyo-Mitsubishi UFJ August 2011 - April 2014
FCStone May 2009 - February 2011
BNP Paribas August 2007 - May 2008
BNP Paribas, Money Markets Asset Liability Management June 2007 - August 2007
Manhasset Lakeville Fire Department February 2003 - August 2005
Skills
Banking, Credit, Business Development, Financial Services, Bloomberg, New Business Development, Financial Structuring, Loans, Equities, Financial Markets, Investment Banking, Fixed Income, FX Options
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
BBA, Finance & Investments
Bernard Baruch College, Zicklin School of Business, City University of New York
Bachelor, Business Administration; Finance & Investments
American Stock Transfer & Trust Co LLC February 2009 - Present
Clerity Solutions August 2007 - April 2008
Broadridge Financial Solutions 2007 - 2007
Prudential Securities June 1998 - May 2005
Spear, Leeds, & Kellogg September 1993 - June 1998
JPMorgan Chase & Co. 1990 - 1992
Skills
Business Analysis, SDLC, Visio, Risk Management, Equities, XML, Software Project..., Microsoft Excel, Enterprise Architecture, Oracle, Business Process..., Integration, Microsoft SQL Server, PMP, SharePoint, Vendor Management, Microsoft Office, Agile Methodologies, Financial Services, PL/SQL, VMware, DB2, Active Directory, Process Improvement, Visual Basic, Requirements Analysis, Disaster Recovery, Data Warehousing, Business Requirements, SQL, Securities, Outlook, Databases, Access, Project Management, Corporate Actions, Business Intelligence, Project Planning, Team Leadership, Windows Server, Java, User Acceptance Testing, JavaScript, C#, Analysis, Change Management, UML, Software Development, Systems Analysis, MS Project
Education
Baruch College, City University of New York (CUNY)
BBA, Computer Information Systems
JPMorgan Chase & Co. January 2015 - Present
EY September 2013 - December 2014
BDO USA, LLP January 2011 - August 2013
BDO France October 2009 - April 2010
Skills
US GAAP, Financial Reporting, Financial Accounting, Financial Audits, Accounting, Financial Statements, GAAP, Big 4, FASB, Assurance, Revenue Recognition, Fund Accounting, IFRS
Education
Baruch College, City University of New York (CUNY) 2006 — 2009
Bachelor, Public Accounting
JPMorgan Chase & Co. October 2014 - Present
Barclays Capital November 2008 - Present
Lehman Brothers August 2007 - October 2008
AIG October 2006 - August 2007
Morgan Stanley 2003 - 2006
Skills
Hedge Funds, Asset Management, Bloomberg, Business Analysis, Financial Reporting, Microsoft Excel, Capital Markets, Equities, Access, Corporate Finance, Investment Banking, Prime Brokerage, Fixed Income, Financial Modeling, Derivatives, Valuation, Banking, Emerging Markets, Equity Derivatives, Structured Products
Education
City University of New York-Baruch College 2001 — 2001
BBA, Business Administration, Management and Operations
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase July 2013 - April 2015
Deutsche Bank December 2011 - May 2013
HSBC May 2010 - November 2011
JPMorgan & Co March 2008 - December 2008
Bear Stearns 2006 - 2008
Citigroup 2000 - 2006
Skills
Equities, FX Options, Middle Office, Capital Markets, Equity Derivatives, Derivatives, Fixed Income, Project Management, Investment Banking, Credit Derivatives, Back Office, KYC, AML, Swaps, Interest Rate..., Financial Services, Trading Systems, Options, Securities, Settlement, Operational Risk, Electronic Trading, Structured Products, Bonds, Collateral Management, Risk Management, Mutual Funds, Relationship Management, Wealth Management, Business Analysis, Corporate Actions
Education
Baruch College, City University of New York (CUNY) 1996 — 2000
BBA, Finance
JPMorgan Chase & Co. June 2015 - Present
Merrill Lynch April 2013 - April 2014
Goldman Sachs May 2011 - March 2013
JP Morgan Chase July 2006 - May 2011
UNFCU - Raymond James Financial Services 2005 - 2006
Law Office 2005 - 2006
Merrill Lynch January 2005 - May 2005
Skills
Capital Markets, Financial Analysis, Equities, Financial Modeling, Investment Banking, Derivatives, Enterprise Risk..., Risk Management, Financial Risk, Credit Risk, Corporate Finance, Banking, Finance, Internal Audit, Portfolio Management, Valuation, Due Diligence, Securities, Operational Risk, Financial Reporting, Private Equity, Hedge Funds, Fixed Income, Structured Products, Asset Management, Market Risk, Bloomberg, Financial Services, Business Analysis, Basel II, Bonds, AML, Credit Derivatives, Alternative Investments, Operational Risk...
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
BA Finance, Finance
Goldman Sachs July 2015 - Present
JPMorgan Chase & Co. September 2013 - July 2015
Deloitte July 2006 - September 2013
Skills
Fixed Income, Credit Trading, Internal Con, Internal Audit, IT Audit, Business Process..., Sarbanes-Oxley Act, SAS70, Business Process, Big 4, Risk Assessment, Finance Transformation, Business Transformation, Governance, Internal Controls, Business Process Design, Interna, Credit Risk
Education
Baruch College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
JPMorgan Chase & Co. March 2015 - Present
J.P. Morgan July 2013 - Present
J.P. Morgan March 2012 - July 2013
JP Morgan Investment Management January 2007 - March 2012
Huntington National Bank August 2003 - January 2007
Smith Barney January 1998 - August 2002
Skills
Application Development, Requirements Analysis, Equities, Asset Management, Sybase, Business Analysis, System Deployment, Software Deployment, Agile Methodologies, Production Support, Oracle, Business Objects, ETL, Informatica, Trading Systems, Longview, Software Development, Asset Managment, SDLC, Fixed Income, Investment Banking, Derivatives, Equity Trading, Equity Derivatives, Unix, VBA, Unix Shell Scripting, Swaps, SOA, SQL, Crystal Reports
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
BBA, Finance
Townsend Harris
JPMorgan Chase & Co. 2010 - Present
Misys 2007 - 2009
Dealogic LLC 2005 - 2007
JP Morgan Chase and Company 2004 - 2005
Citigroup 2003 - 2003
Skills
Business Analysis, SDLC
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
BBA, CIS
JPMorgan Chase & Co. July 2014 - Present
Xylem Inc. November 2012 - July 2014
Citi September 2000 - November 2012
Citi April 1989 - December 1995
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
BBA, Accounting
Maxim Group, LLC January 2010 - Present
Citi February 1987 - December 1990
JPMorgan Chase & Co. July 1976 - January 1987
Skills
Investment Banking, Equities, Emerging Markets, Securities, Private Equity, Investments, Finance, Loans, Capital Markets, Private Placements, Valuation, U.S. Army, Combat Engineer, Demolition, Asset Managment, Investor Relations, Mutual Funds, Portfolio Management
Education
City University of New York-Baruch College
BBA, Finance and Economics
Power Memorial Academy
JPMorgan Chase & Co. November 2014 - Present
Bank of America May 2014 - November 2014
A Broader View Volunteers Corp/ Freelance Volunteer October 2013 - December 2013
US Trust April 2008 - September 2013
Bank of America September 2006 - April 2008
Commerce Bank April 2004 - September 2006
Skills
Wealth Management, Private Banking, Banking, Mortgage Lending, Portfolio Management, Relationship Management, Bloomberg, Loans, Bilingual-English/Spanis..., Fundraising, Microsoft Office, Dependable Team Player, Cash Management, Credit, AML, Cross Selling, Finance, Risk Management, Anti Money Laundering, Customer Service, Financial Analysis, Financial Risk, Management
Education
Baruch College, City University of New York (CUNY)
Bachelor's, Corporate Communications
JPMorgan Chase & Co. March 2015 - Present
TD Ameritrade March 2015 - Present
Computershare March 2015 - Present
Computershare March 2015 - Present
U.S. Department of State September 2013 - Present
U.S. Department of State September 2013 - Present
United States Citizenship and Immigration Services of the U.S. Dept. of Homeland Security July 2013 - Present
New York State Department of Motor Vehicles ("NYS DMV") February 2013 - Present
The New York Times July 2013 - Present
The New York Times July 2013 - Present
Skills
Notary Public of the..., Lifelong book reader, Microsoft Word..., Professional Write..., NEXIS/Lexis-Nexis, Lotus Word Pro 97, Corel WordPerfect 10, Corel WordPerfect 9..., Pro bono lobbyist, Freelance Writing, Freelance paralegal and..., Small-business owner..., Social Networking, Leadership, Community Outreach, Non-profits, System Administration, Research, Nonprofits, Training, Budgets, Management, Human Resources, Editing, Government, Mergers & Acquisitions, Media Relations, Strategic Planning, Team Building, Advertising, Public Speaking, Coaching, Customer Service, Time Management, Leadership Development, Public Relations, Policy, Administration, Organizational..., Team Leadership, Program Management, Fundraising, Social Media, Entrepreneurship, Marketing, Project Planning, Strategy, Project Management, Contract Negotiation, Negotiation
Education
United States Department of Housing and Urban Development ("HUD") 2014 — 2021
Adult and Continuing Education and Teaching
Baylor College of Medicine 2014 — 2021
Adult and Continuing Education and Teaching
American Medical Association (D-U-N-S Number 005212287 and active CAGE Code 92320) d/b/a AMA 2014 — 2021
Adult and Continuing Education and Teaching
University of Pennsylvania School of Medicine 2014 — 2021
Adult and Continuing Education and Teaching
U.S. Air Force Institute of Technology 2014 — 2021
Adult and Continuing Education and Teaching
Centers for Disease Control and Prevention ("CDC") of the U.S. Dept. of Health and Human Services 2014 — 2021
Adult and Continuing Education and Teaching
TrainingFinder Real-time Affiliate Integrated Network ("TRAIN") of the Public Health Foundation 2014 — 2021
Adult and Continuing Education and Teaching
Yale University School of Medicine 2014 — 2021
Adult and Continuing Education and Teaching
eXtension Campus of the eXtension Foundation (D-U-N-S Number 830000027 and active CAGE Code 5DPB0) 2014 — 2021
Adult and Continuing Education and Teaching
Brigham Young University 2014 — 2021
Adult and Continuing Education and Teaching
JPMorgan Chase & Co. October 2014 - Present
BlackRock June 2013 - October 2014
New York Life Insurance Company June 2012 - June 2013
Credit Suisse February 2011 - June 2012
EMC January 2011 - February 2011
Deutsche Bank April 2010 - January 2011
Baruch College September 2007 - April 2010
New York Presbyterian Hospital January 2009 - May 2009
Lehman Brothers December 2007 - September 2008
Lehman Brothers June 2007 - September 2007
Skills
Onboarding, Talent Acquisition, Recruiting, Applicant Tracking..., PeopleSoft, Background Checks, Payroll, Human Resources, BrassRing, Accounts Payable, Accounts Receivable, Sales Compensation, SAP, New Hire Paperwork, ADP Payroll, Sourcing, HRIS, Management, Interviews, Employee Benefits, Employee Relations
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Human Resources Management
JPMorgan Chase & Co. September 2014 - Present
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) July 2013 - September 2014
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) March 2012 - July 2013
Aleutian Capital Partners January 2012 - March 2012
JPMorgan Chase September 2010 - January 2012
National Financial Network 2008 - 2010
Skills
Investments, Equities, Financial Modeling, Financial Analysis, Wealth Management, Alternative Investments, Microsoft Excel, Bloomberg, Retirement Planning, Investment Banking, Capital IQ, Insurance, Valuation, Equity Research, Asset Managment, Securities, Financial Statement..., Hedge Funds, Asset Management, Portfolio Management, Loans, Banking, Fixed Income, Finance, Bonds, Corporate Finance, Mergers, Life Insurance, Wealth, Financial Services, Bloomberg Terminal, Mutual Funds
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance and Investments
Barclays Investment Bank May 2012 - Present
The Depository Trust & Clearing Corporation June 2011 - May 2012
City of New York/DOITT March 2007 - May 2011
Bank of America August 2005 - March 2007
JPMorgan Chase & Co. July 2003 - July 2005
Investors Bank & Trust March 2002 - June 2003
AIG November 2001 - February 2002
Sumitomo Mitsui Banking Corporation March 1999 - October 2001
Citi March 1998 - February 1999
Chase April 1996 - February 1998
Skills
WebSphere MQ, WebSphere Message Broker, IIB, WebSphere Application..., WebSphere ESB, TIBCO EMS, Solace, SOA, Enterprise Architecture, Java Enterprise Edition, IBM Tivoli, Omegamon, BMC Patrol, Unicenter NeuMICS, Unix, QPasa, Java, montran, SWIFT Messaging, Oracle, CICS, OFAC, z/os, Linux, DB2, IBM AIX, Solaris, SDLC, Data Warehousing, Integration, WebSphere, Disaster Recovery, Infrastructure
Education
Baruch College, City University of New York (CUNY)
Master of Business Administration (M.B.A.), Computer Science
City University of New York City College
Bachelor of Science (BS), Mathematics
JPMorgan Chase & Co. October 2014 - January 2015
HealthPlan Services April 2014 - August 2014
The Depository Trust & Clearing Corporation October 2013 - February 2014
Bank of America May 2013 - September 2013
TracFone Wireless December 2012 - March 2013
NYC department of finance April 2009 - June 2010
Smith Barney Citigroup June 1994 - December 2008
Merrill Lynch/First Boston Corp/Citibank June 1980 - June 1994
Skills
JMS, Core Java, J2EE Application..., SQL, JavaScript, DHTML, SOA, JDBC, RAD, Eclipse, CVS, IBM clearcase, CICS, WebSphere Application..., WebSphere MQ, Weblogic, SVN, JPA, Hibernate, Spring Framework, Tomcat, Maven, SOAP, RESTful WebServices, Application enterprise...
Education
Baruch College 1975 — 1980
Bachelor of Business Administration (BBA), Computer Technology/Computer Systems Technology
First Republic Bank March 2015 - Present
JPMorgan Chase March 2014 - February 2015
JPMorgan Chase & CO. December 2012 - February 2014
GlobeOp Financial Services May 2010 - November 2012
Deutsche Bank August 2007 - April 2010
Citi December 2005 - July 2007
Skills
AML, Hedge Funds, KYC, Financial Risk, Banking, Securities, Portfolio Management, Asset Management, Due Diligence, Financial Services, Alternative Investments, Investments, Corporate Finance, Wealth Management, Valuation
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance & Investment
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase & Co. November 2013 - Present
JPMorgan Chase April 2006 - October 2013
J.P. Morgan Chase 2002 - 2004
J.P. Morgan Chase 1989 - 2002
Skills
Conference Coordination, Event Management, Coordinating Events, Project Management, Vendor Contracts, Contract Negotiation
Education
The College of Westchester 2008 — 2010
Associates in Applied Science, Business Administration and Management Marketing, Cum Laude
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
NYC Department of Education September 2003 - Present
JPMorgan Chase & Co. January 1996 - January 2002
Chemical Bank August 1981 - December 1995
Skills
Classroom Management, Curriculum Design, K-12, Research, Teaching, Tutoring
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance, General
St. John's University
Masters of Secondary Education
St. John's University
Master of Business Administration (MBA), Economics
HSBC May 2013 - October 2014
Wachovia's Private Bank August 2007 - April 2010
JPMorgan Chase & Co. July 1987 - August 2007
Skills
Series 7, Small Business Lending, Commercial Banking, Financial Services, Commercial Lending, Loans, Finance, Consumer Lending, Lines Of Credit, Retail Banking, Banking, Management, Credit
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Con Edison February 2014 - Present
Con Edison October 2011 - February 2014
Opera Solutions October 2008 - October 2011
Bank of America December 2005 - October 2008
JPMorgan Chase & Co. October 2004 - December 2005
JPMorgan Chase & Co. September 2002 - October 2004
Skills
Banking, Data Analysis, Accounts Payable, Management, Accounting, Accounts Receivable, Account Reconciliation, Retail Banking, Employee Training, Interviews, Oracle GRC, Business Intelligence, Competitive Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Process Improvement, Strategy, Analytics, Management Consulting
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master of Science (MS), Taxation
Long Island University, Brooklyn Campus 2004 — 2008
BS, Accounting
Borough of Manhattan Community College 2002 — 2004
AS, Accounting
JPMorgan Chase May 2010 - Present
JPMorgan Chase July 2007 - April 2010
JPMorgan Chase & Co. June 2006 - July 2007
Skills
Fixed Income, Derivatives, Investment Banking, Bloomberg, Capital Markets, Equities, Credit Derivatives, Financial Analysis, Financial Modeling, Valuation, Hedge Funds, Bonds
Education
Baruch College 2004 — 2007
BBA, Finance and Investments
Vinnitsa State Pedagogical University 1994 — 1999
Bachelor, English and German
Citi May 2014 - Present
Citi March 2013 - May 2014
JPMorgan Chase & Co. August 2011 - March 2013
UBS Wealth Management March 2007 - August 2011
Skills
Series 7, Series 63, Bonds, Equities, Mutual Funds, Securities, Fixed Income, Capital Markets, Financial Services
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MBA, Finance and Investments
Carleton University 2001 — 2004
Bachelor of Arts (B.A.), Economics
JPMorgan Chase & Co. 1999 - 2004
Chase 1994 - 1999
Chemical Bank 1990 - 1994
Manufactures Hanover Trust 1989 - 1990
Skills
Customer Service, Sales, Management, Strategic Planning, Marketing, Negotiation, Project Management, Leadership
Education
City University of New York-John Jay College of Criminal Justice
Bachelor of Arts (B.A.), Public Administration
Baruch College, City University of New York (CUNY)
Merrill Lynch June 2015 - Present
JPMorgan Chase & Co. April 2014 - June 2015
Quasar Trading August 2013 - May 2014
Alfonso J. Mollica CPA PC January 2013 - August 2013
Worldwide Wealth Group May 2010 - July 2012
Yanosky & Assoc. (Marshall, Jones & Company subsidiary) September 2008 - January 2010
Skills
Investments, Technical Analysis, Portfolio Management, Asset Allocation, Mutual Funds, Alternative Investments, Investment Strategies, Equities, Asset Management, Wealth Management, Series 7, Series 63, Financial Services, Securities, Bloomberg, Financial Analysis, Microsoft Office, Finance
Education
Baruch College 2013 — 2015
Bachelor of Business Administration (BBA), Finance and Investments
Citi August 2013 - May 2014
Silver Rail Property Management October 2011 - August 2012
Aria Limousine LLC September 2010 - July 2011
JPMorgan Chase & Co. September 2007 - May 2009
Skills
Financial Analysis
Education
Baruch College, City University of New York (CUNY) 2007 — 2012
Bachelor's Degree, Finance
Baruch College/CUNY 2007 — 2012
Bachelor of Business Administration, Finance & Investments
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase August 2013 - December 2014
HSBC March 2012 - August 2013
Citi (Consultant with Adecco Int.) June 2011 - October 2011
FBI May 2005 - May 2011
Commerce Bank June 2003 - May 2005
Skills
AML, OFAC, USA PATRIOT Act, KYC, Bank Secrecy Act, Fraud, Anti Money Laundering, Operational Risk, Financial Risk, Operational Risk..., Sanction, Risk Management, Securities, Financial Regulation, Risk Assessment, Due Diligence, Banking, Investigation, Enterprise Risk..., Private Investigations, Financial Services, Financial Institutions, Internal Audit, Back Office, FINRA, Credit Risk, Derivatives, Regulations, Fixed Income, Credit, Capital Markets
Education
Baruch College, City University of New York (CUNY) 1995 — 2003
BBA, Finance/Investement
JPMorgan Chase & Co. June 2015 - Present
NYCB February 2013 - June 2015
Commerce One Financial July 2012 - September 2012
JPMorganChase March 2010 - July 2012
MetLife June 2009 - December 2009
Skills
Series 7, Portfolio Management, Investments, Financial Modeling, Banking, Mutual Funds, Series 6, Fixed Income, Uniform Combined State..., Valuation, Securities, Strategic Financial..., Retirement Planning, Financial Services, Wealth Management, Financial Analysis, Finance, Retail Banking
Education
Baruch College, City University of New York (CUNY) 2010 — 2012
BBA, Finance
JPMorgan Chase & Co. July 2000 - Present
BNY Mellon June 1999 - June 2000
Lord, Abbett & Co. LLC July 1997 - June 1999
Skills
Banking, Loans, Credit, Retail Banking, Risk Management
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Blue Lynx Media October 2014 - Present
McKesson 2011 - August 2014
McKesson 2008 - 2011
McKesson 2005 - 2008
JPMorgan Chase & Co. 1997 - September 2005
First Southwest Company 1992 - 1997
Ernst & Young 1987 - 1992
Skills
Strategic Leadership, Change Management, Project Management, Business Case..., Forecasting, Customer Experience, Voice of the Customer, Communication, Team Building, Thought Leadership, Development Of Employees, Business Relationship..., Operations Management, Financial Analysis, Financial Reporting, Financial Planning, Financial Services, Corporate Finance, Customer Service, Voice of the Customer..., Supply Chain Operations, Supplier Relationship..., Internal Controls, Chargebacks, Organizational..., System Deployment, Business Process..., Business Process..., Business Process Design, Business Process..., Business Process..., Business Process..., BPO, Customer Satisfaction, Budgeting, Accounting, Business Analysis, Process Improvement, Healthcare Information..., Cross-functional Team..., Management
Education
Baylor University 1983 — 1987
BBA, Accounting
JPMorgan Chase & Co. August 2014 - Present
J.P. Morgan February 2013 - December 2013
Skills
Due Diligence, Business Planning, Management, Market Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Outlook, Public Speaking, Financial Analysis, Teamwork, Data Analysis
Education
Baruch College 2009 — 2013
Bachelor of Arts (B.A.), Finance
AIG December 2014 - Present
AIG December 2012 - December 2014
Goldman Sachs September 2010 - December 2012
Ernst & Young September 2007 - September 2010
JPMorgan Chase & Co. 2006 - 2007
Credit Suisse 2005 - 2005
Skills
Derivatives, Bloomberg, Fixed Income, Financial Modeling, Equities, Hedge Funds, Capital Markets, VBA, Investment Banking, Valuation, Quantitative Analytics, Risk Management, Financial Risk, Portfolio Management, Financial Analysis, Options, Sarbanes-Oxley Act, Accounting, Investments, Trading
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA), Quantitative Finance, Statistics
Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting, Magma Cum Laude
Citibank, N. A. September 2004 - Present
Elizabeth Arden, Inc. February 2002 - June 2004
JPMorgan Chase & Co. September 1998 - November 2001
Skills
Credit, Loans, Portfolio Management, Banking, Commercial Banking, Credit Analysis, Commercial Lending, Consumer Lending, Small Business Lending, Credit Risk, Retail Banking, Insurance Licensed -..., Financial Services, Management, Marketing Strategy, Mortgage Lending, Relationship Management, Sales, Risk Management, Finance, Product Management, Retail
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services, Cum Laude
JPMorgan Chase & Co. 2015 - Present
Hudson Advisors, LLC 2014 - 2015
JPMorgan Chase & Co. 2011 - 2014
BOK Financial 2010 - 2011
GMAC Financial 2008 - 2010
Skills
Valuation, Financial Modeling, Management, Financial Analysis, Mergers & Acquisitions, Credit Risk, Financial Risk, Business Strategy, Fixed Income, Asset Management, Real Estate, Loans, Strategic Planning
Education
Baylor University 2006 — 2007
Master of Science (M.S.), Economics
Texas A&M University
Bachelor of Science (B.S.), Economics
JPMorgan Chase & Co. October 2004 - Present
Education
Baylor University 2000 — 2004
Bachelor's degree, Computer Science
JPMorgan Chase & Co.
Skills
Regulatory Compliance, USA PATRIOT Act, Anti Money Laundering, Bank Secrecy Act, KYC, Financial Risk, Financial Audits, Liasoning, Business Analysis, Financial Services, Sales, Sales Operations, Operations Management, Sales Management, Customer Relations, Customer Retention, Client Presentation, Customer Acquisition, Management, Data Analysis, Credit Risk, Lines Of Credit, HTML, SQL, Legal Compliance, Series 6, Series 63, NYS Notary Public, Life Insurance, Annuity Sales
Education
Baruch College, City University of New York (CUNY) 2007 — 2012
Bachelor’s Degree, Finance and Investments