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
Paradigm October 2014 - Present
Halliburton April 2013 - September 2014
MicroSeismic, Inc January 2012 - March 2013
Canrig Drilling Technology Ltd, Subsidary of Nabors Industries Inc. January 2011 - January 2012
Northern Illinois University January 2009 - December 2010
JPMorgan Chase & Co September 2006 - October 2008
Oil & Natural Gas Pvt Ltd December 2000 - March 2003
Skills
Geophysics, Geology, Seismic, Stratigraphy, Logging, Seismology, Earth Science, Reservoir Management, Geological Mapping, Petroleum, Offshore Drilling, Drilling, Characterization, Structural Geology, Modeling, Mineral Exploration, Gas
Education
Northern Illinois University 2009 — 2010
Masters, Exploration Geophysics and Petroleum Geology
Institute of Management Technology, Ghaziabad 2000 — 2001
Master of Business (MBA), Business Management
Maharaja Sayajirao University 1991 — 1999
Bachelor of Science; Geomorphology, Geology-Physics-Chemistry;
Maharaja Sayajirao University of Baroda 1996 — 1998
Master of Science, Geo-Technology
The Maharaja Sayajirao University of Baroda 1996 — 1998
Masters in Geo-technology, Geo-Technology
Bhartiya Vidhya Bhavan's college of Communications 1997 — 1997
Associates, Industrial Relations and Personnel Management
Maharaja Sayajirao University of Baroda 1994 — 1996
Master of Science, Geology
The Maharaja Sayajirao University of Baroda 1994 — 1996
Master of Science, Geology
Gurian PLLC June 2014 - Present
JPMorgan Chase & Co July 2010 - 2012
JPMorgan Chase & Co October 2008 - 2010
Americorp Health Care Group, Inc. 2008 - February 2009
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Banking, Data Analysis, Analysis, Access, Accounting, Account Reconciliation, Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting
Education
The University of Texas at Dallas 2009 — 2011
Master's Degree, Accounting and Information Management, 3.89
Baylor University
Bachelor's Degree, Biology, General, 3.33
Choice Hotels International February 2013 - Present
First Lady Does It August 2005 - Present
TMI Hospitality May 2012 - October 2012
TMI Hospitality May 2011 - May 2012
The Barracuda Group November 2009 - March 2010
JPMorgan Chase & Co January 2008 - July 2009
Super 8 Motel November 2004 - December 2007
Miss Black & Gold Scholarship Pageant, Baylor University October 2004 - October 2007
McLennan Community College January 2007 - May 2007
Dillard's June 2006 - August 2006
Skills
Event Management, Marketing, Training, Sales, Advertising, Insurance, Publicity
Education
Baylor University 2003 — 2007
Bachelor, Marketing, Public Relations
Corporation Service Company April 2015 - Present
Frost & Sullivan August 2012 - March 2015
ADP November 2010 - May 2012
JPMorgan Chase February 2006 - July 2010
JPMorgan Chase & Co January 2006 - July 2010
Skills
Business Planning, Portfolio Management, Analysis, Business Analysis, New Business Development, Financial Modeling, Investments, Forecasting, Management, CRM, Sales, Banking, Strategic Financial..., Financial Analysis, Financial Reporting, Microsoft Excel, Customer Retention, Small Business, PowerPoint, Risk Management, Credit, Human Resources, Customer Relations, Retail Banking, Leadership, Project Management, Customer Service, Salesforce.com, Mortgage Lending, Strategic Planning, Mutual Funds, Customer Satisfaction, Financial Planning, Notary Public, Excel, Word, Outlook, Strategic Data Analysis, Payroll, Microsoft Word, Tenacious
Education
Hofstra University 2008 — 2012
MBA, Finance, 3.55
San Diego State University-California State University 2001 — 2005
Bachelors, Business Management
K Grace Childcare, Inc. March 2015 - Present
McDade Residence January 2012 - April 2015
Femi Memorial Outreach Center August 2011 - April 2012
PAWS Chicago January 2010 - January 2012
Abercrombie & Fitch, Co July 2011 - December 2011
JPMorgan Chase & Co June 2010 - August 2010
The Beverly Country Club April 2008 - April 2009
Skills
Typing, English, Fax, Email, Administrative..., Resume Writing, Creative Writing, Program Facilitation, Student Affairs, Public Speaking, Speech Writing, Microsoft Office, Event Planning, Customer Service, Research, Leadership, Time Management
Education
DePaul University 2014 — 2017
Bachelor of Science (B.S.), International Relations and Affairs
Loyola University of Chicago 2011 — 2014
Bachelor of Science (B.S.), Veterinary Medicine
Holy Trinity High School 2007 — 2011
High School Diploma
JPMorgan Chase & Co 2013 - Present
JPMorgan Chase & Co 2010 - 2013
JPMorgan Chase 2002 - 2010
JPMorgan Chase & Co 2001 - 2002
Skills
Business Analysis, Project Management, Requirements Analysis, Project Delivery, Program Management, Process Improvement, Requirements Gathering, Banking, Business Process..., Customer Support, Management, Customer Satisfaction, Escalations Management, Escalation Resolution, Employee Training, Coaching Staff, Leadership Development, Leadership
Education
Morton Sr. High School
Graduate
Columbus State Community College
The Business Backer March 2015 - Present
Anthem September 2014 - February 2015
Stonegate Mortgage Corporation (NYSE: SGM) January 2014 - June 2014
Coldwell Banker Home Loan October 2012 - January 2014
US Bank December 2009 - September 2012
HomeGate Mortgage September 2005 - December 2009
JPMorgan Chase & Co January 2005 - December 2005
US Army June 1995 - January 2005
Skills
Direct Sales, Sales Management, Operations Management, Problem Solving, Solution Selling, Email Marketing, Marketing Strategy, Product Marketing, Business Development, Account Management, Microsoft Office, Lotus Notes, Government Loans, Management, Mortgage Banking, Training, FHA, Credit, Loans, Loan Origination, Banking, Mortgage Lending, Contract Negotiation, Real Estate, Investments, Sales, Credit Analysis, Sales Operations, Investment Properties, Underwriting, Consumer Lending, Refinance, Commercial Lending, USDA, Risk Management, Relationship Management, Residential Mortgages, Finance, VA loans, FHA financing, Customer Service, Leadership, Team Building, Strategic Planning, Insurance, Process Improvement, Analysis
Education
Indiana University East 1998 — 1999
Bachelor of Science, Finance, Accounting
Franklin County High School 1991 — 1995
UCLA February 2015 - Present
Gamersciz February 2011 - Present
BSC Management August 2010 - February 2015
CyberDefender January 2010 - August 2010
Direct Response of America September 2009 - February 2010
JPMorgan Chase & Co August 2009 - September 2009
Mizzou After Dark August 2007 - May 2009
Jewish Community Center June 2002 - August 2006
Skills
Microsoft Office, Adobe Acrobat, JavaScript, jQuery, AJAX, Maya, Adobe Creative Suite, Computer Hardware, Computer Maintenance, Computer Repair, Project Management, Social Media, Customer Service, Wordpress, CSS, Windows, HTML, WordPress, Windows 7, Web Design, Management, Technical Support, OS X, Hardware, Software Installation, Social Networking, Microsoft Excel, Event Planning, Marketing, Leadership, Social Media Marketing, PowerPoint, Public Relations
Education
Gnomon School of Visual Effects 2010 — 2011
Visual Effects
University of Missouri-Columbia 2004 — 2009
Bachelor of Science, Information Technology, Minor in Psychology
JP MORGAN CHASE & CO August 2012 - Present
JPMorgan Chase & Co January 2011 - August 2012
JPMorgan Chase April 2011 - December 2011
JPMorgan Chase August 2010 - April 2011
Louisiana State University December 2008 - June 2010
JPMorgan Chase June 2009 - August 2009
JPMorgan Chase June 2008 - August 2008
JPMorgan Chase June 2007 - July 2007
LAKE CHARLES AMERICAN PRESS August 2005 - August 2006
Skills
Microsoft Excel, Communication, Writing, Political Science, Human Resource..., Project Management, Report Writing, News Writing, Creative Writing, Project Planning, Project Coordination, MS Project, Analysis, Program Management, Business Process..., Software Project..., Microsoft Office, Process Improvement, PowerPoint, Business Analysis, Data Analysis, Human Resources
Education
Fordham University 2012 — 2014
Master of Arts (MA), Elections & Campaign Management
Louisiana State University and Agricultural and Mechanical College 2006 — 2010
Bachelor of Science, Political Science
Baxter International Inc. April 2013 - Present
Kraft Foods Group November 2009 - April 2013
HSBC December 2007 - November 2009
JPMorgan Chase & Co September 2005 - December 2007
Protiviti January 2005 - August 2005
Capgemini/Ernst & Young August 2000 - January 2005
Pittsburg State University August 1998 - July 2000
Flex Industries July 1997 - July 1998
Skills
Data Privacy, Behavioral Targeting, Cyber Security, Privacy, IT Audit, COBIT, Risk Mitigation, Risk, GLBA, Risk Management, IT Governance, Governance, Security, Information Security, HIPAA, HITECH, EU DPA, FTC Regulations, Data Leakage Prevention, ISO 27001 Lead Auditor, CIPP, CRISC, Six Sigma, DLP, IT Risk Management, ITIL, Program Management, Cloud Computing, Computer Security, Privacy Law, Strategy, Financial Risk, Information Security..., Leadership, Business Continuity, CISA, CISSP, Internal Audit, Enterprise Risk..., Identity Management, PCI DSS
Education
The University of Chicago Booth School of Business 2014 — 2014
Diploma, Leadership development program, Executive
The University of Chicago - Booth School of Business 2006 — 2006
Diploma, Strategy, Executive MBA
Pittsburg State University 1998 — 2000
MBA, Finance & General Administration
Manipal University 1993 — 1997
BE, Electrical & Electronics
Delhi Public School - Ghaziabad 1986 — 1993
Intermediate (10+2), PCM, Computer Science
St. Georges College 1979 — 1985
Elementary School, English, Maths, Science
Tracey Stidham State Farm May 2015 - Present
American Income Life Insurance Company January 2015 - March 2015
SunTrust Banks, Inc December 2007 - January 2013
JPMorgan Chase & Co July 2004 - September 2007
Skills
Microsoft Office, Sales, Credit Cards, Customer Service, Credit, Avaya, Process Improvement, Banking, Team Building, TSYS, Visio, Risk Management, Call Centers, Leadership, Team Leadership, Training, Property & Casualty..., Health Insurance, Life Insurance, Financial Services, Social Media, Sale, Life & Health Insurance...
Education
Kaplan University 2015 — 2016
Bachelor's Degree, Legal Studies, General
University of Phoenix 2013 — 2014
Associate's Degree, Foundations of Business, 3.61
Robert Hungerford Preparatory High School 1999 — 2003
High School Diploma, Business
Seminole State College of Florida AA
JPMorgan Chase & Co 2014 - Present
EXPRESS 2013 - Present
Skills
Customer Service, Sales, Retail, Microsoft Office, Merchandising, Inventory Management, Microsoft Word, Time Management, PowerPoint, Visual Merchandising
Education
The University of Texas at Dallas 2014 — 2016
Management Information Systems, General
Brookhaven Community College 2012 — 2014
Management Information Systems, 4.0
Nationwide Insurance July 2012 - Present
JPMorgan Chase & Co August 2008 - July 2012
JPMorgan Chase June 2008 - August 2008
Qwest Communications April 2006 - May 2008
Skills
Banking, Business Analysis, Financial Analysis, Process Improvement, Risk Management, Access, SDLC, Vendor Management, Visio, Business Requirements, Project Planning, Business Process, Forecasting
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, International Business
Kaplan University 2005 — 2009
Bachelor of Science in Business, Management of Information Systems
Cigna March 2014 - Present
CIGNA January 2011 - Present
Chase Card Services April 2008 - January 2011
JPMorgan Chase & Co April 2008 - January 2011
JPMorgan Chase & Co January 2007 - April 2008
Chase Card Services December 2006 - April 2008
JP Morgan Chase & Co. December 2005 - December 2006
Bank One Card Services December 2005 - December 2006
Bank One August 2004 - December 2005
Bank One September 2003 - December 2005
Skills
Corporate Communications, Strategic Communications, Relationship Management, Internal Communications, Vendor Management, Direct Marketing, Media Relations, Strategic Planning, Public Relations, Marketing Communications, Banking, Marketing Strategy, Agency Relationship..., Strategic Partnerships, Marketing, Crisis Communications, Leadership, Press Releases, Management, Strategy, Event Management, Social Media Marketing, Program Management, Online Marketing, B2B Marketing, Budgets, Market Planning
Education
Marywood University 1998 — 2002
Bachelor of Arts, Advertising & Public Relations with a minor in Journalism
Bishop Hafey High School 1994 — 1998
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
MidLantic Financial Services December 2012 - Present
JPMorgan Chase & Co July 2010 - December 2012
Morgan Stanley May 2010 - July 2010
Skills
Investments, Financial Services, Mutual Funds, Personal Finance, Consumer Lending, Equities, Valuation, Commercial Real Estate, Fixed Income, Appraisals, Real Estate Valuation, Real Estate Economics
Education
Georgetown University 2014 — 2016
Master's Degree, Candidate, Real Estate Finance
Drew University 2006 — 2010
BA, Economics
Saint James School 2001 — 2006
High School Diploma
GE Power & Water June 2015 - Present
EnerKnol April 2014 - July 2014
JPMorgan Chase & Co November 2011 - January 2014
One Earth Designs March 2013 - September 2013
JPMorgan Chase & Co June 2010 - November 2011
JPMorgan Chase & Co October 2008 - May 2010
Grant Thornton LLP June 2008 - August 2008
Perth Leadership Institute June 2007 - August 2007
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Florida 2004 — 2008
Bachelor of Science (B.S.)
Monterey Institute of International Studies
Graduate Certificate
United Nations Association
Miami Sunset Sr High School 2001 — 2004
JPMorgan Chase & Co May 2003 - Present
Envision IT Partners 2000 - 2003
Acsys, Inc 1997 - 2000
modis May 1993 - February 1998
Skills
Talent Acquisition, Performance Management, Talent Management, Vendor Management, Employee Engagement, Employee Relations, Change Management, Onboarding, Sourcing, Policy, Strategic Planning, Coaching, Leadership Development, Team Building, Negotiation, Customer Service, Succession Planning, Operations Management, Call Center, Mergers, Interviewing, Compliance, Executive Search
Education
Widener University 1993 — 1995
B.S., Business Management/International Business
Bloomsburg University of Pennsylvania
Coatesville
Citi March 2014 - Present
JPMorgan Chase & Co January 2012 - March 2014
JPMorgan Chase June 2010 - August 2011
HORIZON ASSET MANAGEMENT, INC February 2007 - May 2007
UBS September 2006 - December 2006
AIG June 2003 - December 2003
Hellenic Army January 1992 - June 1993
Skills
Financial Analysis, Loans, Mortgage, Portfolio Management, Portfolios, Commercial Lending, Credit Analysis, Credit, Mutual Funds, Financial Data, Asset, Real Estate Finance, Asset Management, Cash Management, Mortgage Lending, Asset Managment, Credit Risk, Trading Strategies, Hedge Funds, Financial Risk, FX trading, Fixed Income, Loan Origination, Financial Modeling, Banking, Commodity, Risk Management, Hedging, Bloomberg, Proprietary Trading, Series 7, Equities, Bonds, Alternative Investments, Options, Derivatives, Wealth Management, Equity Trading, Foreign Exchange, Series 63, Mortgage Banking, Electronic Trading, Capital Markets, Currency, Investment Banking, Financial Markets, FX Options, Trading Systems, Real Estate Economics, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
Bachelor of Business Administration (BBA), FINANCE - INVESTMENTS
Overall 2004 — 2008
BBA, FINANCE/INVESTMENTS
LaGUARDIA COMMUNITY COLLEGE, CUNY 2000 — 2003
Associate in Science degree (Honors), BUSINESS ADMINISTRATION - FINANCE
Bank of America January 2012 - Present
Owens Corning May 2011 - August 2011
JPMorgan Chase &Co June 2010 - August 2010
Big Bend VITA Project January 2010 - March 2010
JPMorgan Chase & Co June 2009 - August 2009
Skills
Analysis, PowerPoint, Risk Management, Credit, Microsoft Word, Portfolio Management, Microsoft Excel, Finance, Auditing, Financial Analysis, Project Planning, Budgets, Banking, Tax, Loans, Forecasting, Financial Reporting, PeopleSoft, Access, Data Analysis, Accounting, Process Improvement, Financial Modeling, Databases, Credit Analysis, Strategic Financial..., Financial Services, Commercial Banking, Microsoft Office, Customer Service, Public Speaking, Business Analysis, Investments
Education
Florida Agricultural and Mechanical University 2006 — 2011
Florida A&M University
School of Business & Industry
MBA; MBA, Accounting
Morgan Stanley September 2012 - Present
Automatic Finance January 2012 - April 2012
JPMorgan Chase & Co June 2009 - August 2010
Circuit City November 2008 - January 2009
Circuit City August 2007 - November 2008
Skills
Excel, Word, Financial Analysis, Project Finance, Fair Lending, Public Speaking, Financial Modeling, Stand-up Comedy, PowerPoint, Skip Tracing, LexisNexis, Google Docs, Google Adwords, Customer Service, Premiere, Video Editing, Adobe Creative Suite, Acting, After Effects, Business Analysis, Budgeting, Business Ethics, Graphic Design, HTML, Social Media, Negotiation, Online Sales, Qualitative Research, Market Research, Risk Management, Team Leadership, Troubleshooting, Strategic Thinking, Microsoft Excel, Microsoft Word
Education
Towson University 2010 — 2012
Bachelor of Science (BS), Finance, Senior
Frederick Community College 2007 — 2010
Associate of Arts (AA), General Studies
Trellist Marketing and Technology September 2013 - Present
Trellist Marketing and Technology July 2012 - September 2013
JPMorgan Chase & Co May 2007 - July 2012
Pathfinder Communications, LLC March 2002 - December 2006
Image Tech Inc., David Welch Assoc. Division August 2000 - January 2002
Skills
Copywriting, Copyediting, Proofreading, Account Management, Direct Marketing, Direct Mail, Presenter, Social Media Marketing, Advertising Copy, Website Copy, Email Marketing, Advertising, Online Advertising, Mobile Marketing, B2B Marketing, Communications Strategy, Internal Communications, Strategic Communications, Creative Direction, Content Marketing, Blogging, Corporate Blogging, Business Strategy, Social Media, Social Media..., Social Media Blogging, Script-writing, Video Communication, Project Management, Corporate Branding, Product Marketing, Leadership, Marketing, Marketing Communications, Strategy
Education
Delaware College of Art and Design 2011 — 2013
CE, Web & Graphic Design
Union College 1996 — 2000
BA, English
Devon Prep 1994 — 1996
Ann and Robert H. Lurie Children's Hospital of Chicago May 2013 - Present
Old Town School of Folk Music April 2009 - Present
Ann & Robert H. Lurie Children’s Hospital of Chicago February 2012 - April 2013
Ann & Robert H. Lurie Children’s Hospital of Chicago August 2009 - February 2012
Genesis Ensemble August 2008 - 2012
Howard Brown Health Center February 2008 - August 2009
Lookingglass Theatre Company January 2009 - May 2009
About Face Theatre January 2008 - April 2008
Hall and Associates May 2006 - July 2007
JPMorgan Chase & Co May 2005 - August 2005
Skills
Event Planning, Research, Customer Service, Teaching, Grant Writing, Public Speaking, Editing, Fundraising, Media Relations, Communications Planning, Training Delivery, Professional..., Public Relations, Public Affairs, Event Management, Marketing, Social Media
Education
DePaul University 2011 — 2015
Master of Education (M.Ed.), Education and Communications Focus, 3.9 GPA
Miami University 2003 — 2007
Bachelor of Science, Marketing
Miami Univeristy 2003 — 2007
Bachelor of Arts, Theatre
MUFG in the Americas July 2015 - Present
JPMORGAN CHASE & CO August 2008 - June 2015
BEAR, STEARNS & CO May 2007 - August 2007
AT&T January 2001 - January 2006
Skills
Financial Modeling, Market Risk, Fixed Income, Quantitative Risk..., Mortgage Servicing, VBA, SQL, Interest Rate..., Agency MBS, Financial Risk, Valuation, Analytics, Derivatives, Financial Services, Rates, MBS, Swaps, Bonds, Hedging, Interest Rate Risk...
Education
Cornell University - Johnson Graduate School of Management 2006 — 2008
Master of Business Administration (MBA), Finance, General
The University of Texas at Dallas 1998 — 2001
Master's degree, Computer Science
Stream Global Services November 2009 - Present
METLIFE INSURANCE CO November 2005 - June 2009
METLIFE INSURANCE CO October 2005 - June 2009
Chase January 1997 - October 2005
JPMORGAN CHASE & CO January 1997 - January 2005
Chase January 1997 - September 2004
JPMORGAN CHASE @ CO January 1997 - January 2004
JPMORGAN CHASE & CO January 1997 - January 2002
Skills
Insurance, Project Management, Sales, Management, Finance, Technical Support, Call Center, Risk Management, Process Improvement, Business Analysis, Customer Satisfaction, Performance Management, Call Centers, CRM, Training, Analysis, Negotiation, Customer Experience, Data Analysis, Time Management, Troubleshooting, Customer Service, Microsoft Office
Education
New Horizons Computer Learning Center 2009 — 2009
A+ Certification, Hardware and Software Computer Components
University of Phoenix 2004 — 2007
Bachelors Degree, Business Management
Computer Career Center 1999 — 2000
Microsoft Certified Professional, MCSE
LaGuardia Community College
AS, Business Administration
University of Phoenix
BA, Business Management
Williams-Murray's Private Daycare July 2008 - Present
JPMorgan Chase March 2003 - July 2008
JPMorgan Chase & Co March 2003 - July 2008
Avon January 1997 - January 2002
LMA & Associates January 1993 - January 1997
Education
Colorado Technical University 2008 — 2015
masters, Criminal Justice
Colorado Technical University 2008 — 2015
Criminal Justice, Science of Medical Billing and Coding
Benjamin Franklin High School
Diploma
American Capital July 2013 - Present
J.P. Morgan August 2010 - June 2013
AXA Advisors, LLC January 2010 - May 2010
JPMorgan Chase & Co June 2009 - August 2009
United Nations September 2008 - December 2008
Moody's Investors Services June 2008 - August 2008
Skills
Finance, Capital Markets, Portfolio Management, Investments, Forecasting, Restructuring, Fixed Income, Investment Banking, Financial Modeling, Private Equity, Due Diligence, DCF, Options, Credit Risk, Microsoft Excel, Credit Analysis
Education
Fordham University 2006 — 2010
Finance and Economics
Fordham University
Bachelor of Science, Finance
Fordham University
Bachelor of Science, Finance
Raleigh Radiology 2010 - 2012
JPMorgan Chase & Co September 1999 - September 2003
Digitas June 1998 - September 1999
The Metropolitan Museum of Art March 1996 - June 1998
AHC Media LLC June 1995 - March 1996
Impact Consulting June 1994 - June 1995
Linning Hughes Public Relations June 1993 - June 1994
St. Francis Hospital & Health Centers June 1992 - June 1993
Skills
Direct Marketing, Advertising, Marketing, Project Management, Direct Mail, Catalogs, Concept Development, Process Scheduler, Program Management, Customer Retention, Segmentation, Campaigns
Education
Furman University 1988 — 1992
BA, Sociology
JPMorgan Chase & Co September 2011 - Present
Morgan Stanley Credit Corporation January 2010 - September 2011
HSBC January 2003 - June 2009
HSBC January 2003 - June 2009
Electronic Data Systems September 1991 - October 2001
1st Nationwide Bank July 1977 - July 1991
Skills
SDLC, Business Analysis, Software Project..., Process Improvement, MS Project, Project Management, PMP, Requirements Gathering, Six Sigma, Analysis, Business Requirements, Management, Banking, Team Building, Testing
Education
University of Phoenix 2005 — 2005
PMP, Project Management
Judson University 1974 — 1977
B.A., Business
Ignite Payments - a First Data Company December 2013 - Present
TransFirst November 2011 - April 2013
WorldPay January 2008 - November 2011
First Data Commercial Services January 2004 - April 2007
First Data Commercial Services January 1998 - December 2003
First Data Commercial Services May 1996 - December 1997
JPMorgan Chase & Co September 1986 - May 1996
Skills
Payment Gateways, B2B eCommerce, Interchange, New Business Development, Strategic Partnerships, Business Relationship..., Merchant Services, Credit Cards, Product Management, Salesforce.com, Business Development, B2B, Payments, E-commerce, Electronic Payments, Acquiring, Management, Business Modeling, Payment Systems, Payment Card Processing, POS, Strategy, Financial Services, Relationship Management, Product Development, Cards, Debit Cards, E-payments, Payment Services, Banking, Mobile Commerce, Merchant Acquiring, Executive Management, Payment Industry, Team Management, Cross-functional Team..., Transaction Processing, Gift Cards, Loyalty Programs, Customer Acquisition, EMV, Leadership, Sales
Education
Cornell University - Johnson Graduate School of Management 1984 — 1986
MBA, Marketing
Cornell University 1982 — 1984
BS, Electrical Engineering
AIG July 2011 - Present
JPMorgan Chase & Co March 2008 - June 2011
Morgan Stanley July 2006 - February 2008
Morgan Stanley July 2006 - January 2008
Education
Binghamton University 2002 — 2006
BS, Financial Economics
The London School of Economics and Political Science (LSE) 2004 — 2005
Economics
Binghamton University College
Binghamton University College
Binghamton University State University of New York, Harpur College
B.S, Financial Economics
Binghamton University State University of New York, Harpur College
B.S, Financial Economics
The London School of Economics
econometrics, international macro & trade theory, development econ & comparative econ
The London School of Economics
Economics
Deloitte Consulting October 2011 - Present
Deloitte Consulting Innovation October 2013 - October 2014
Capgemini August 2010 - October 2011
Agile Equity LLC June 2009 - August 2009
Clinton Foundation February 2009 - May 2009
JPMorgan Chase & Co May 2005 - July 2008
Bank of New York Mellon September 2002 - April 2005
Thomson Reuters January 2001 - August 2002
Skills
Strategy, Analysis, Business Process, Management Consulting, Financial Services, Investment Banking, Finance, Business Process..., Program Management, Mergers & Acquisitions, IT Strategy, Risk Management, Business Transformation, Management, Start-up Consulting, Business Process..., Competitive Analysis, Valuation, Mergers, Project Management, Financial Analysis, Business Analysis, SDLC, Financial Modeling, Emerging Markets, Corporate Finance, Governance, Business Intelligence, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
MBA
Emory University
BA
Bank of America March 2015 - Present
JPMorgan Chase & Co May 2014 - August 2014
Newbold Advisors May 2013 - August 2013
SolomonEdwardsGroup January 2012 - January 2013
JPMorgan Chase & Co. February 2011 - January 2012
USAA Federal Savings Bank February 2010 - January 2011
Preformance Toyota August 2009 - February 2010
1st Continental Mortgage, Inc. April 2007 - September 2009
Umoja's Property Investments January 2000 - August 2009
Amerifund Home Mortgage February 2001 - March 2007
Skills
Banking, Loans, Customer Service, Customer Satisfaction, Sales, Account Management, Credit, Investment Properties, Underwriting, Foreclosures, Bankruptcy, Residential Mortgages, Business Development, Financial Analysis, Mortgage Lending, Mortgage Banking, Risk Management, Loan Origination, Finance, Credit Analysis
Education
Liberty University 2014 — 2015
Master's degree, Criminal Justice/Police Science
Fayetteville State University 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Florida Community Bank June 2014 - Present
TD August 2011 - May 2014
JPMorgan Chase & CO January 2010 - January 2011
Citigroup January 2003 - January 2005
Citibank January 1998 - January 2003
First Union National Bank March 1998 - October 1999
Barnett Bank of Florida January 1993 - January 1998
Skills
Banking, Credit, Loans, Financial Services, Finance, Commercial Banking, Investments, Management, Relationship Management, Small Business Lending, Retail Banking, Consumer Lending, Commercial Lending, Cross Selling, Portfolio Management, Loan Origination, Credit Analysis, Credit Risk
Education
ITT Technical Institute-Fort Lauderdale 2015 — 2019
Information Technology – Computer Network System
ITT Technical College 2008 — 2010
Associate Degree, Computer Network Systems
Deutsche Bank July 2014 - Present
JPMorgan Chase February 2013 - July 2014
JPMORGAN CHASE & CO September 2002 - July 2014
JPMorgan Chase 2002 - July 2014
JPMorgan Chase June 2012 - February 2013
JPMORGAN CHASE & CO November 2008 - June 2012
JPMORGAN CHASE & CO November 2008 - May 2012
JPMORGAN CHASE & CO September 2002 - November 2008
BRUT (Electronic Investment Services) December 2001 - August 2002
BRUT (Electronic Investment Services) December 2001 - August 2002
Skills
Business Analysis, SDLC, Requirements Analysis, Integration, Program Management, Software Documentation, Business Process, Project Management, Cross-functional Team..., Requirements Gathering, Analysis, Management, Project Planning, Leadership
Education
Mercer County Community College 1990 — 1995
Associates Degree, Graphic Design and Marketing
JPMorgan Chase & Co November 2013 - Present
Collabera July 2012 - October 2013
Cognizant Technology Solutions November 2010 - July 2012
Education
Jamia Millia Islamia 2001 — 2004
MCA, Computers
Goldman Sachs October 2013 - Present
Goldman Sachs July 2012 - October 2013
Goldman Sachs Group Inc December 2010 - August 2011
JPMorgan Chase & Co June 2010 - August 2010
The Uniworld Group Inc February 2010 - May 2010
Brooklyn Public Library 2006 - 2008
Skills
Bloomberg Terminal, Financial Analysis, Corporate Finance, Hedge Funds, Finance, Auditing, Financial Reporting, General Ledger, GAAP, Accounting, Microsoft Excel, Financial Statements, Accounts Receivable, Spreadsheets, Financial Services, PeopleSoft, Variance Analysis, Accounts Payable, Analysis, Banking, Access, Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Leadership
Education
Baruch College, City University of New York (CUNY) 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance & Investments
Baruch College/CUNY New 2008 — 2012
Bachelor, Business Administration; Finance & InvestmentsMinor; Communication Studies
Bank of America February 2011 - Present
JPMorgan Chase & Co March 2006 - January 2011
Aegon Financial Services June 2000 - January 2005
Applied Benefits Research t June 1998 - January 2000
Poe & Brown Insurance September 1994 - June 1998
Skills
ITIL, SDLC, Leadership, Project Management, Business Analysis, Disaster Recovery, Data Center, Team Leadership, Management, Program Management, Enterprise Architecture, Strategy, Agile Methodologies, Enterprise Software, Process Improvement, Security, Analysis, Information Technology, IT Management, Requirements Analysis, Software Development, SOA, Integration, Software Documentation, Visio, Project Delivery, Business Process, Business Process...
Education
Technology Training - see listed within profile 1995 — 2006
Certifications, * Certifications, Technology
ECPI University 1984 — 1986
Trade Certified, Software Development
Princess Anne High School, Virginia Beach, Va. 1983 — 1986
Diploma, General High School studies
JPMORGAN CHASE & CO February 2008 - Present
Rosicki Rosicki and Associates November 2009 - November 2011
JPMORGAN CHASE & CO August 2006 - November 2009
Securities Services Worldwide Services August 2006 - August 2009
Securities Services Worldwide Services August 2006 - August 2008
LAW OFFICES OF JORDAN S December 2005 - August 2006
LAW OFFICES OF JORDAN S December 2005 - August 2006
DRUCKMAN & SINEL LLP November 2004 - December 2005
DRUCKMAN & SINEL LLP October 2004 - December 2005
LAW OFFICE OF SHARMINE PERSAUD October 2003 - October 2004
Education
Hofstra University 2004 — 2004
Paralegal Certificate, Paralegal Studies Certificate; 2004
COLUMBIA UNIVERSITY 2001 — 2003
Bachelor of Science, Pre-Medical Studies
STATE UNIVERSITY AT ALBANY 1997 — 2000
Bachelor of Arts
STATE UNIVERSITY AT ALBANY
Bachelor of Arts
COLUMBIA UNIVERSITY
Hofstra University
Paralegal Studies Certificate; 2004
New York State Notary Public and Certified in New York County
New York State Notary Public and Certified in New York County
Postbaccalaureate of Premedical Sciences
Harvard University October 2014 - Present
MobiMed Healthcare Services Pvt. Ltd. July 2011 - Present
PwC Consulting June 2010 - July 2011
Ernst & Young Pvt. Ltd. October 2009 - June 2010
JPMorgan Chase & Co August 2008 - September 2008
Ranbaxy Pharmaceuticals Inc May 2008 - August 2008
University of Pennsylvania May 2007 - May 2008
Skills
Financial Modeling, Western Blotting, Microbiology, ELISA, Biotechnology, Assay Development, DNA extraction, Laboratory, Transfection, FDA, GMP, Lifesciences, Market Research, Valuation, Data Analysis, Project Management, Strategy
Education
Harvard University 2013 — 2015
Master's, Clinical Psychology
University of Pennsylvania 2008 — 2009
Master's, Biotechnology
University of Pennsylvania 2004 — 2008
Bachelor's, Biology
Vasant Valley School 2000 — 2004
JPMorgan Chase & Co May 2010 - Present
J.P. Morgan February 1998 - May 2010
JPMorgan Chase May 1996 - February 1998
Executive Gallery Inc 1990 - 1996
Skills
Web Analytics, Strategy, Analytics, Management, Application Architecture, Segmentation, Omniture, Vendor Relationship..., B2B, E-commerce, Competitive Intelligence, SDLC, SEO, Voice of the Customer, SEM, Business Insights, Customer Insight
Education
Franklin University 1988 — 1991
Bachelor Science, Business Management and Marketing
Barclays Investment Bank June 2015 - August 2015
Stonybrook Capital June 2014 - August 2014
JPMorgan Chase & Co June 2013 - August 2013
Skills
Fraud, Financial Analysis, Microsoft Excel, Private Investigations, PowerPoint, Microsoft Word, Teamwork, Leadership, Microsoft Office, Access, Investments
Education
Lehigh University 2012 — 2016
Bachelor of Science, Finance
Rye High School 2008 — 2012
Affinity Wealth Management, Inc September 2012 - Present
Bank of America December 2011 - September 2012
Wm Knauff Family Trust March 2010 - December 2011
Vantage West Credit Union February 2008 - March 2010
Pantano Christion January 2005 - February 2010
JPMorgan Chase & Co January 2000 - January 2008
Skills
Microsoft Excel, Banking, PowerPoint, Public Speaking, Credit, Consumer Lending, Organizational..., Management, Accounting, Small Business, Investments, Coaching, Disaster Recovery, Account Management, Nonprofits, Leadership, Credit Analysis, Budgets, Event Planning, Microsoft Word, Program Management, Accounts Payable, Wealth Management, Recruiting, Leadership Development, Cross-functional Team..., Team Leadership, Process Improvement, Strategy, Outlook, Negotiation, Project Management, Microsoft Office, Windows, Strategic Planning, Sales Management, Team Building, Financial Services, Retirement Planning, Finance, Business Process..., Loans, Retirement, Management Consulting, Call Centers, Insurance, CRM, Networking, Research, Time Management
Education
Argosy University Twin Cities 2011 — 2012
MBA, Business, 4.0
Bemidji State University
BS, Mathematics, 3.35
Park High of Cottage Grove
Office Depot March 2013 - Present
Interviewing Consultants, Inc September 2010 - October 2010
JPMorgan Chase & Co August 2006 - June 2010
Private Wealth Management 2001 - August 2006
National City Bank January 2001 - January 2006
Acxiom Corporation January 2000 - January 2001
Dun & Bradstreet January 1978 - January 1999
Skills
Administrative..., Office Management, Human Resources, Spreadsheets, Management, Calendaring, Travel Arrangements, Coordination, Calendars, CRM, Onboarding, Purchasing, Expense Reports, Public Speaking, Expenses, Appointment Scheduling
Education
College of DuPage 1978 — 1978
Administrative Assistant, General Office Occupations and Clerical Services
Amazon November 2014 - Present
JPMorgan Chase & Co September 2011 - October 2014
HSHS Medical Group May 2010 - September 2011
Fullerton Financial Services March 2009 - May 2010
Sears Holdings Corporation July 2008 - January 2009
Citigroup Global Services May 2005 - June 2007
Skills
Personnel Management, Management, Performance Appraisal, Temporary Placement, Talent Management, Technical Recruiting, Recruiting, Onboarding, Vendor Management, Screening, Human Resources, HRIS, Succession Planning, Talent Acquisition, Outsourcing, Team Management, Applicant Tracking..., Contract Recruitment, Process Improvement, Requirements Analysis, CRM, Employee Benefits, Leadership, Change Management, Business Process..., Employee Engagement, Performance Management, Business Analysis, PeopleSoft, Project Management, Benefits Administration, HR Consulting, Training, SharePoint, Business Process, SDLC, Benefits Negotiation, Sourcing, Organizational..., Employee Relations, Program Management, Internet Recruiting, Interviews, HR Policies, Executive Search, Screening Resumes, Employee Training, Team Building, Visio, Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
Masters
Narsee Monjee Institute of Management Studies
Welingkar Institute of Management
JPMorgan Chase 2012 - 2013
JPMorgan Chase & Co January 2008 - June 2012
Washington Mutual December 2007 - April 2010
Oakley, Inc / Foothill Ranch June 2007 - January 2008
Arbonne International June 2006 - June 2007
Oakley Inc January 2006 - 2007
Arbonne International 2005 - 2006
Netflix 2004 - 2006
Sears Logistics Services, Inc July 2001 - May 2002
Skills
Customer Service, ATM Networks, Base24, Call Center..., Project Coordination, Wireless Site Surveys, Gasper Administration, Microsoft Office, Help Desk Support, Ad Hoc Reporting, Performance Reporting, Escalation Resolution, Job Scheduling, Supervisory Experience, Disciplinary Action, Large Scale Deployments, System Deployment, ATM networks, Call Centers, Analytical Skills, Troubleshooting, Technical Support, Management, Training, Banking, Business Analysis, Risk Management, Process Improvement, Vendor Management, Leadership
Education
Cuyahoga Community College 2002 — 2004
Cuyahoga Community College 2002 — 2003
Bessemer Trust April 2013 - Present
Bessemer Trust April 2013 - Present
Syncora Guarantee June 2012 - March 2013
Societe Generale June 2011 - August 2011
JPMorgan Chase & Co December 2009 - August 2010
JPMorgan Chase March 2009 - December 2009
JPMorgan Chase June 2007 - February 2009
Skills
Project Management, Team Leadership, Valuation, Options, Financial Markets, Financial Services, Bloomberg, Bloomberg Terminal, Capital Markets, Equities, Financial Modeling, Fixed Income, Derivatives, Equity Research, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Finance and Business Economics, Finance
University of Delaware 2003 — 2007
Bachelor of Science, Finance
JPMorgan Chase October 2010 - Present
JPMorgan Chase & Co May 2009 - August 2009
JPMorgan Chase June 1998 - February 2009
Chase Bank May 1995 - June 1998
Skills
Banking, Relationship Management, Currency, FX Options, Trading, Commercial Banking, Options, Foreign Exchange, Derivatives, Financial Risk
Education
Baruch College, City University of New York (CUNY)
Baruch College, New York
BA, Industrial and Services Management
International Trade Center, University of San
C-III Capital Partners August 2012 - Present
OneLogos Education Solutions August 2008 - Present
Charles Schwab July 2010 - August 2012
Education Finance Partners March 2006 - August 2008
Corpus, Inc August 2004 - June 2005
JPMorgan Chase & Co July 1999 - August 2004
Fannie Mae May 1987 - March 1990
Skills
Enterprise Architecture, Solution Architecture, Consumer Lending, Start-ups, IT Strategy, IT Governance, Business Alignment, Credit, Business Strategy, Rationalization, Banking, Application Architecture, Process Improvement, SOA, Strategic Planning, Management, Enterprise Software, Business Analysis, Leadership, SDLC, ITIL, Software Development, Consulting, Financial Services, Information Technology, IT Management, Project Portfolio..., Integration, Vendor Management, Cloud Computing, SaaS, Business Process, Software Project..., Business Intelligence, Business Process..., Data Center
Education
Southern Methodist University 2002 — 2004
MBA, General Studies
Baylor University 1984 — 1987
BS, Computer Science
JP Morgan Chase February 2011 - Present
JP Morgan Chase April 2010 - April 2011
City of Jacksonville April 2009 - November 2009
JPMorgan Chase & Co February 2003 - January 2009
The Sports Authority June 1994 - January 2003
Skills
Event Planning, Event Management, Management, Budgets, Public Speaking, Social Media, Marketing, Team Leadership, Time Management, Leadership, Sales Management, Strategic Planning, Teamwork, Social Media Marketing, Sales, Public Relations, Marketing Communications, Marketing Strategy
Education
Bob Jones University
BA, Education
Santander Bank, N.A. October 2013 - Present
Deutsche Bank Securities July 2012 - October 2013
Merrill Lynch June 2011 - August 2011
JPMorgan Chase & Co October 2010 - December 2010
BNP Paribas May 2010 - November 2010
Skills
Financial Analysis, Microsoft Excel, Finance, Financial Modeling, Valuation, Economics, Equities, Project Finance, Financial Structuring, Project Management, Fixed Income, Bloomberg, Series 79, PowerPoint, Analysis, Series 63, Microsoft Word, Microsoft Office, Research, Interest Rate Swaps, Trading, Structured Finance, Portfolio Management, Due Diligence
Education
Brandeis University 2008 — 2012
Bachelor of Arts, Economics, Business
Brandeis University 2008 — 2012
Economics, Economics
Epiphany Ai April 2015 - Present
Techstars June 2014 - Present
Google November 2014 - September 2015
Yahoo! May 2010 - October 2013
Associated Content, Inc. March 2006 - May 2010
JPMorgan Chase & Co August 2002 - January 2006
Oven Digital (Tiffany & Co.) 2001 - 2002
MTV Networks February 1999 - January 2001
Sony Online Entertainment 1997 - 1999
Skills
Agile Methodologies, MySQL, JavaScript, PHP, Web Development, E-commerce, Mobile Applications, Web Analytics, Web Applications, Analytics, SEO, Digital Media, Enterprise Software, Product Development, User Experience, Strategy, Management, Leadership
Education
Rochester Institute of Technology 1993 — 1997
MS/BS, Computer Engineering & Information Technology
Colorado State University
Information Systems Management & Architecture, Information Technology, GPA 4.0
Colorado State University
Network & Information Systems Security Analysis, Information Technology, GPA 4.0
Integra LifeSciences June 2015 - Present
JPMorgan Chase & Co July 2014 - Present
AIG June 2010 - July 2014
Cordis - Johnson & Johnson November 2009 - February 2010
JPMC September 2008 - October 2009
Aurobindo Pharma February 2008 - September 2008
L'Oreal January 2008 - February 2008
Sony BMG November 2007 - December 2007
JPMC August 2006 - June 2007
Kimpton August 2004 - July 2006
Skills
General Ledger, Financial Reporting, Accounting, Accounts Payable, Payroll, Risk Management, Consolidation, Federal Reporting, Management, Sarbanes-Oxley Act, Mergers, Financial Analysis, Due Diligence, Finance, Internal Controls, GAAP, Auditing, US GAAP, Internal Audit, Variance Analysis, Financial Accounting, Account Reconciliation, Sarbanes-Oxley, Strategic Financial..., Financial Statements, Financial Planning
Education
Rider University 2015 — 2016
Master of Business Administration (M.B.A.)
Mercer County Community College 2008 — 2009
Financial/Cost Accounting, Auditing, Taxation
Panjab University 1988 — 1993
Bachelor in Commerce, Accounting
Govt Sr. Sec School No. 2
High School, Accounting and Finance
JPMorgan Chase & Co. March 2015 - Present
Capital One July 2014 - March 2015
JPMorgan Chase October 2012 - July 2014
JPMorgan Chase & Co September 2010 - December 2012
JPMorgan Chase March 2007 - September 2010
Renovation Specialists Inc November 2004 - February 2007
Skills
Banking, Credit, Project Management, Management, Strategic Planning, Real Estate, Sales, Finance, Loans, Mortgage Lending, Financial Services, Marketing, Portfolio Management, Commercial Banking, CRM, Customer Service, Leadership, Retail Banking
Education
LIU Brooklyn 1999 — 2003
Bachelor's, Business Marketing and Management
Wells Fargo Capital Finance April 2014 - Present
TSU School of Business August 2013 - Present
Capital Maverick & Co September 2011 - April 2014
Merrill Lynch & Co June 2005 - November 2009
JPMorgan Chase & Co June 1998 - June 2005
Skills
Private Equity, Investments, Private Banking, Asset Managment, Retirement Planning, Asset Management, Investment Banking, High Net Worth..., Insurance, Strategic Financial..., Equities, Investment Management, Wealth Management, Banking, Capital Markets, Series 7, Portfolio Management, Mutual Funds, Financial Services, Leadership, Financial Planning
Education
State University of New York College at Brockport 1993 — 1998
BA
Columbia University - Columbia Business School 2000 — 2001
Finance
OhioHealth January 2015 - Present
L Brands April 2013 - Present
Limited Brands July 2011 - June 2013
Limited Brands September 2010 - July 2011
JPMorgan Chase & Co July 2007 - September 2010
PricewaterhouseCoopers, LLP October 2006 - June 2007
The Ohio State University Fisher College of Business 2005 - 2006
Skills
Recruiting, Human Resources, Coaching, Performance Management, Competitive Analysis, Account Management, Microsoft Excel, Relationship Management, Sales, Temporary Placement, Microsoft Office, Media Planning, Social Media, Onboarding, Talent Management, Leadership Development, Leadership, Event Planning, Social Networking, Management, Training, Retail, College Recruiting, Organizational..., Hiring, Employee Relations, Interviews, Talent Acquisition, Sourcing, Workshop Facilitation, Employee Training, Employee Engagement, Resume Writing, Career Development, New Hire Orientations, Team Building, Building Relationships, Succession Planning, Time Management, Strategy, Applicant Tracking...
Education
Capital University 2000 — 2003
MBA, Business Administration
University of Cincinnati 1994 — 1998
BBA, Marketing/Management
Columbus Eastmoor High School
Worthington Industries February 2015 - Present
DSW April 2012 - February 2015
JPMorgan Chase May 2010 - April 2012
JPMorgan Chase & Co January 2009 - May 2010
JPMorgan Chase & Co July 2007 - January 2009
SR Machinery November 2006 - June 2007
Soberay & Sons June 2006 - June 2007
Skills
Visio, SharePoint, Microsoft Office 2007, Business Process, Process Improvement, Project Management, Business Analysis, Forecasting, Analysis, Microsoft Excel, Data Analysis, Project Planning
Education
Capital University - School of Management 2010 — 2012
MBA, Finance, 3.88 Graduated "With Distinction"
Capital University 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General
Ohio University, College of Business 2003 — 2007
Bachelors of Business Administration, Management Information Systems and Finance
Credit Suisse August 2012 - Present
Bessemer Trust Company, N.A January 2006 - August 2012
JPMorgan Chase & Co January 2001 - January 2006
William Blair & Company, LLC January 2000 - January 2001
Lehman Brothers, Inc January 1999 - January 2000
The John Marshall Law School January 1992 - January 1996
Skills
Private Banking, Strategic Financial..., Account Management, Trust Services, Investment Advisory, Investment Management, Investment Advisory..., Hedge Funds, Fixed Income, Series 7, Equities, Mutual Funds, Hedging, Insurance, Portfolio Management
Education
Georgetown University
Bachelor of Science (BS), Psychology and Economics
Georgetown University Law Center
Doctor of Law (JD)
Quality Software Systems Inc. January 2011 - Present
JPMorgan Chase & Co April 2009 - September 2009
Barthco International March 2008 - September 2008
3W Marketing March 2007 - September 2007
Education
Drexel University 2005 — 2010
Bachelor, Science Business Administration; Finance, Economics
Drexel University 2005 — 2010
Bachelor of Science (BS), Finance and Economics
UBS Investment Bank July 2014 - Present
Bridgewater Associates June 2012 - March 2014
Bridgewater Associates January 2011 - June 2012
JPMorgan Chase & Co July 2007 - June 2009
Skills
Portfolio Management, Hedge Funds, Investments, Finance, Strategy, Investment Strategies, Fixed Income, Bloomberg, Equities, Derivatives, Financial Modeling, Credit, Valuation, Economics
Education
University of Oxford - Said Business School 2009 — 2010
MSc, Financial Economics
Grove City College 2003 — 2007
Bachelor of Science, Major: Finance; Minor: Mathematics, 3.96/4.0; Major GPA: 4.0/4.0
JPMorgan Chase & Co August 2013 - Present
JPMorgan Chase & Co. November 2009 - August 2013
Fervency Clothing January 2008 - July 2013
World Alliance Financial Corp. dba Senior Lending Network January 2008 - October 2009
Delta Financial Corp. June 2003 - December 2007
Skills
Credit, Refinance, Business Development, Sales, Financial Services, Financial Analysis, Banking, Finance, Mortgage Lending, Loan Origination, Mortgage Banking, Underwriting, Financial Modeling, Commercial Lending, Real Estate, USDA, Loans, Credit Analysis, Account Management, Portfolio Management
Education
Binghamton University - School of Management 2001 — 2003
Bachelor's Degree, Business Management
Hicksville High School 1996 — 1999
Hotel Connections, Ltd June 2012 - Present
JPMORGAN CHASE & CO October 2010 - June 2012
Celerant Technology November 2007 - September 2010
Skills
Business Analysis, Project Management, Process Improvement, Vendor Management, Program Management, E-commerce, SQL, Microsoft SQL Server, PMO, SDLC, Requirements Gathering, XML, Project Portfolio..., Coaching, Software Documentation, Change Management, Software Project..., Account Management, Requirements Analysis, Oracle, Troubleshooting, Cloud Computing, Software Development, System Administration, CRM, Management, Integration, IT Management, Training, Visio, Leadership, Quality Assurance, Disaster Recovery, Cross-functional Team..., Testing, Network Administration, Information Technology, IT Strategy, Data Conversion, Managed Security..., Databases, Team Leadership, Customer Service, Product Management, Team Building, Infrastructure, Telecommunications, ITIL, Consulting
Education
Kaplan University 1999 — 2000
Applied Science; Bachelor's, Computer Information Systems
Marie Forleo's Business School 2012 — 2013
Chubb Institute 1998 — 1999
Diploma, Technical Support
Menzies Aviation December 2014 - Present
Year Up March 2013 - February 2014
JPMorgan Chase & Co August 2013 - January 2014
Skills
Leadership, Microsoft Office, Customer Service, Troubleshooting, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Computer Hardware, Help Desk Support, Hardware, Training, Laptops, Operating Systems, Printers, Access, Networking
Education
Year Up Bay Area 2013 — 2014
I.T Intern at JPMorgan Chase, Information Technology
College of San Mateo
Undecided
Health Care Service Corporation August 2014 - Present
Health Care Service Corporation August 2013 - August 2014
Health Care Service Corporation May 2013 - August 2013
JPMorgan Chase & Co March 2010 - May 2013
Advantix Solutions Group March 2013 - March 2013
Wal-Mart November 2009 - March 2010
City of Wylie January 2006 - January 2009
Skills
Process Improvement, Project Management, Microsoft Excel, Teamwork, Team Building, Forecasting, Customer Service, Leadership, Analysis, Marketing, Microsoft Word, PowerPoint, Customer Satisfaction, WebEx, Lotus Notes, Clarity/OBW, TeamRoom, Solutions Delivery..., Microsoft Office for..., Customer Relations, Microsoft Project, Budget Forecasts, Coordinate Meetings, CA Clarity, Interpersonal Skills, Written Communication, Management, Visio, Microsoft Office, Vendor Management
Education
The University of Texas at Dallas - School of Management 2011 — 2013
Bachelor of Science (B.S.), Supply Chain Management
Collin County Community College 2009 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Southeastern Oklahoma State University 2008 — 2009
Aviation, Professional Pilot
Morgan Stanley April 2014 - Present
JPMorgan Securities LLC June 2013 - Present
JPMORGAN CHASE & Co February 2010 - June 2013
Bank of America June 2008 - September 2008
Diamond Electric April 2005 - July 2007
NESTLÉ October 2001 - March 2005
Boehringer Ingelheim Pharmaceuticals September 1999 - July 2001
Skills
Investments, Banking, Competitive Analysis, Strategic Financial..., Market Analysis, Sales, Financial Analysis, Wealth Management, Series 63, Business Strategy, Series 6, New York State Life..., Cold Calling, Series7, CCAR, Regulatory Reporting
Education
Emory University - Goizueta Business School 2007 — 2009
Master of Business Administration, Accounting and Finance
Middle East Technical University 1994 — 1999
Bachelor of Science, Economics
Stirling Capital Management December 2008 - Present
CreditMax LLC February 2004 - April 2008
JPMorgan Chase & Co 2000 - February 2004
Fleet Credit Card Services 1998 - 2000
Advanta September 1996 - February 1998
CRS 1989 - 1993
Skills
Team Building, Contract Negotiations, Performance Management, Process Engineering, Outsourcing, Business Development, Contract Negotiation, Leadership, Strategy, Start-ups, New Business Development, Mergers & Acquisitions, Management, Credit, Business Planning, Call Centers, Credit Cards, Portfolio Management, Executive Management, Strategic Planning, Financial Services, Management Consulting, Loans, Risk Management, Banking, Finance, Selling, Strategic Partnerships, Mortgage Lending, Investments, Loss Mitigation, Training, Recruiting, Process Improvement, Operations Management, Forecasting, Financial Analysis, Sales Management, CRM, Six Sigma, Entrepreneurship, Consulting, Vendor Management, Marketing, Sales, Analytics, Due Diligence, Relationship Management, Analysis, Customer Retention
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
Executive Education
La Salle University 1985 — 1987
BA, Criminal Justice
Valley Forge Military Academy & College 1982 — 1985
Associate of Arts (AA), Criminal Justice/Police Science
James Madison High School 1979 — 1982
?What If! August 2012 - Present
monthlygifter March 2011 - Present
JPMorgan Chase & Co June 2009 - February 2011
JPMorgan Chase & Co July 2007 - June 2009
Mallory Jones Lynch Flynn & Assoc. Inc June 2006 - August 2006
Skills
Start-ups, Entrepreneur, Business Strategy, Management Consulting, Financial Modeling, Business Modeling, Innovation Consulting, Entrepreneurship, Strategy, Leadership, Strategic Planning, Marketing Strategy, Financial Analysis, Business Planning
Education
Bucknell University 2003 — 2007
Bachelor of Arts, Economics (Finance)
Abbott Laboratories, Inc March 2009 - Present
JPMorgan Chase & Co January 2003 - March 2009
JPMorgan Chase & Co January 2000 - January 2003
JPMorgan Chase & Co January 1999 - January 2000
Skills
Microsoft Excel, Account Reconciliation, PowerPoint, Customer Service, Microsoft Word, Bloomberg, Windows, Peachtree, Financial Analysis, Lotus Notes, Banking, Portfolio Management, Finance, Process Improvement, Access, Accounting, Credit
Education
Keller Graduate School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Accounting
Franklin University 2008 — 2009
Bachelor, Science Accounting
Franklin University 2008 — 2009
Bachelor, Science Financial Management
Columbus State Community College 2005 — 2008
Associate of Applied, Science Accounting
BP September 2012 - Present
BP July 2010 - September 2012
Randstad February 2010 - July 2010
JPMORGAN CHASE & CO November 2007 - October 2009
Ocwen Financial Corporation - US September 2005 - September 2007
California State University, Fullerton September 2001 - June 2005
Skills
Training, Analysis, Learning Management..., Performance Management, Change Management, Process Improvement, Project Management, Outlook, Onboarding, Employee Relations, PeopleSoft, SharePoint, Visio, Department Budgeting, Procurement, SAP, New Hire Programs, Mentoring, Large-scale Event..., Live Meeting, Demand Planning, Demand Forecasting, Lync Server 2010, Adobe Connect, Learning Management, Event Planning, PowerPoint, Team Building, Human Resources, Microsoft Office, HR Transformation, Microsoft Excel, New Hire Orientations, Administration, Interviews, Project Planning, MS Project, Organizational Learning, HRIS, SAP HR, Succession Planning, Organizational...
Education
California State University-Fullerton 2000 — 2005
Bachelor of Arts (BA), Business Adminstration (Finance)
Bishop Montgomery HS
High & Hubbard Dental Group January 2004 - Present
U.S. Dental Labs January 2011 - January 2012
us dental 2011 - 2012
JPMorgan Chase & Co January 2003 - January 2003
Fashion Bug Stores, Inc January 2001 - January 2001
Limited January 2000 - January 2001
Skills
Basic dental Sciences..., Radiology, Communication Skills, chair side assisting, Schedules, Hospitality, Hippa laws, Infection Control, Prompt, Always On Time, Multi Tasking
Education
Columbus State Community College 2010 — 2012
certificate, Dental Laboratory Technology/Technician
Eastland Career Center 2004 — 2006
certification, Dental Assisting/Assistant
East High School 1990 — 1993
high school diploma, General Studies
Cheonggang Academy
Citizen Schools July 2011 - Present
Broadridge Financial Solutions April 2006 - August 2011
E*TRADE Financial October 2004 - April 2006
JPMorgan Chase & Co September 2002 - September 2004
JPMorgan Chase & Co September 2000 - September 2002
Education
Dowling College 2007 — 2010
Bachelors, Management & Leadership
Katharine Gibbs School New
AAS, Legal Office Administration
Ads On Magnets July 2015 - Present
Ads On Magnets December 2014 - Present
Rustic Mountain Custom Homes & Exteriors June 2012 - Present
The Integer Group October 2011 - June 2012
bForward Group March 2011 - November 2011
JPMorgan Chase & CO July 2010 - December 2010
University Directories May 2010 - August 2010
Skills
Leadership, Marketing Strategy, Marketing Communications, Social Media Marketing, Sales, Marketing, Selling, Management, Training, Account Management, Social Networking
Education
Metropolitan State University of Denver 2010 — 2011
Bachelor of Arts, Promotional Communication & Sales
Colorado Mesa University 2008 — 2010
Sensory Spectrum February 2012 - Present
Sensory Spectrum September 2006 - February 2012
Farmbrook Realty 2004 - 2010
JPMORGAN CHASE & CO 1987 - 2004
Skills
Microsoft Excel, Contract Negotiation, PowerPoint, Outlook, Event Planning, Coaching, Focus Groups, Negotiation, Strategic Planning, Customer Service, Microsoft Office, Marketing Strategy, Leadership, Analysis, Management, Qualitative Research, Market Research
Education
RIVA Training Institute
Creative Problem Solving Institute 2012 — 2012
Mindcamp 2013
New York University School of Continuing & Professional Studies 1992 — 1994
Hofstra University 1983 — 1987
BBA
County College of Morris 2010 — 2011
Certificate
Prudential Financial August 2011 - Present
McGraw-Hill Companies March 2008 - September 2011
MetLife August 2005 - March 2008
MetLife August 2005 - March 2008
Chase Home Finance January 2002 - August 2005
JPMorgan Chase & Co January 2001 - January 2002
JP Morgan Chase January 1998 - January 2001
Skills
Performance Management, Employee Relations, Talent Management, Compensation & Benefit, Succession Planning, Deferred Compensation, Recruiting, Talent Acquisition, Employee Engagement, Employee Benefits, Human Resources, Personnel Management, Temporary Placement
Education
Fordham University 1998 — 2001
Masters
Fordham University 1994 — 1998
BS
Northern Trust Corporation April 2014 - Present
Northern Trust June 2007 - April 2014
JPMORGAN CHASE & CO 2001 - 2007
JP Morgan Chase 1999 - 2006
JPMorgan Chase/Bank One/First Chicago 1998 - 2006
Chase / Bank One / First Chicago / American National Bank 1998 - 2006
Newark Electronics February 1996 - May 1998
ABN AMRO August 1993 - February 1996
Skills
Auditing, Risk Management, Enterprise Risk..., Sarbanes-Oxley Act, IT Audit, Process Improvement, Financial Risk, Banking, Financial Analysis, Internal Audit, SDLC, Business Analysis, Financial Reporting
Education
DePaul University 1992 — 1993
Certificate, Computer Science
University of Illinois at Chicago 1977 — 1981
BA, Art
JPMORGAN CHASE & Co January 2008 - Present
Corporate One FCU August 2006 - December 2007
Education
Jawaharlal Nehru Technological University 1998 — 2002
JPMorgan Chase & Co 2005 - Present
Zurich Life 1996 - 2005
Skills
Management, Process Improvement, Business Analysis, Analysis, Accounting, Insurance, Finance, Requirements Analysis, Financial Analysis, Software Development
Education
Eastern Illinois University 2000 — 2004
Bill Me Later, Inc. A Paypal Company October 2012 - Present
Catalyst360° (The Hartford) October 2011 - October 2012
Synchronoss Technologies March 2011 - October 2011
Network Solutions February 2010 - February 2011
TeleTech July 2009 - February 2010
Discover Financial Services June 2006 - July 2009
Telespectrum Inc December 2005 - June 2006
SEI Inc August 2005 - December 2005
Verizon Communications August 2004 - August 2005
JPMorgan Chase & Co August 2003 - August 2004
Skills
IEX TotalView, Avaya PBX, Aspect EWFM, Workforce Management, IEX, Aspect, Access, Process Improvement, Call Center, Team Building, Telecommunications, Capacity Planning, Call Centers, Avaya, BPO, TotalView, Management, Customer Service, Leadership, Coaching, Operations Management, Team Management, Training, Customer Satisfaction, Contact Centers, Team Leadership, Service Delivery, Customer Experience, Forecasting, IVR, Project Management, Telephony, Time Management, Vendor Management, Outsourcing, Technical Support, Call Center Development, Resource Management, Business Analysis, Human Resources, CRM, Performance Management, Interviews, Business Process..., Inbound Marketing, Customer Retention, Disaster Recovery, Process Scheduler, Sales, Troubleshooting
Education
Keller Graduate School of Management 1994 — 2001
Masters in Information Management Systems, Information Management Systems
DeVry University 2000 — 2001
B.S, Information Systems; Network Administration
The Ohio State University 1995 — 1999
B.S, Business Administration Major Marketing
Cairo University 1993 — 1995
Marketing
Duff & Phelps March 2015 - Present
Duff & Phelps March 2012 - February 2015
Duff & Phelps July 2011 - February 2012
JPMorgan Chase & Co June 2010 - July 2011
Duff & Phelps April 2008 - June 2010
Duff & Phelps August 2006 - March 2008
Skills
Investment Management, Purchase Price..., Valuation, Financial Modeling, DCF, Hedge Funds, Equities, Investments, Financial Risk, Intellectual Property..., Fair Value, Analysis, Business Valuation, Equity Valuation, Private Equity, Equity Research, Bloomberg
Education
James Madison University 2002 — 2006
Bachelor of Science, Quantitative Finance and Economics
James Madison University 2002 — 2006
Bachelor of Science (B.S.), Quantitative Finance and Economics
J.P. Morgan October 2014 - Present
Bank of America October 2004 - October 2014
JPMorgan Chase & Co July 2000 - October 2004
JP Morgan June 1997 - July 2000
Bank of Tokyo-Mitsubishi September 1996 - June 1997
Education
Boston College 1992 — 1996
BS Economics
JPMorgan Chase January 2012 - Present
JPMorgan Chase & Co September 2006 - January 2012
PricewaterhouseCoopers 1998 - 2006
Skills
Corporate Finance, Capital Markets, Due Diligence, Investment Banking, Fixed Income, Valuation, Derivatives, Financial Analysis, Equities, Financial Modeling
Education
Franklin & Marshall College 1994 — 1998
JPMORGAN CHASE & CO October 2006 - Present
JPMorgan Chase 2005 - 2006
JPMorgan Chase 2003 - 2005
The GMS Group January 2003 - November 2003
Verizon Enterprise Solutions Group 2000 - 2002
Education
Florida State University 1993 — 1997
BA, Politial Science
N/A
TopDown Consulting March 2011 - Present
Oracle August 2006 - February 2010
JPMorgan Chase & Co 1997 - 2006
Skills
FDM
Education
Bradley University 1990 — 1997
BS, Finance
JPMorgan Chase & Co March 2008 - Present
Convergys March 1998 - February 2008
HCL Technologies April 1994 - March 1998
Skills
SDLC, Requirements Analysis, Business Analysis, Software Project..., Vendor Management, Solution Architecture, Project Management, Integration, Consulting, Leadership
Education
Webster University 2004 — 2007
MBA, Business Administration
Mangalore University 1984 — 1989
BE, Chemical Engineering
Texas Capital Bank October 2010 - Present
JPMorgan Chase & Co January 2002 - Present
JPMorgan August 2002 - December 2009
Bank of America December 1977 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Bank of America December 1971 - February 2002
Education
Dallas Baptist University
Dallas Baptist University
BA, Business Administration
Dallas County Community College District
AA, Business Administration
IDI Gazeley Brookfield Logistics Properties March 2015 - Present
IDI Gazeley Brookfield Logistics Properties January 2014 - March 2015
IDI Gazeley Brookfield Logistics Properties August 2013 - December 2013
Wells Fargo Bank September 2010 - July 2013
JPMorgan Chase & Co November 2009 - September 2010
Comerica Bank August 2009 - November 2009
Commercial Real Estate September 2008 - August 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Credit, Commercial Banking, Due Diligence, Syndications, Analysis, Argus Modeling, Microsoft Excel, CoStar, Investment Properties, Real Estate, Financial Structuring, Underwriting, Loan Origination, Banking, Portfolio Management, Mergers & Acquisitions, Loans, Finance
Education
Emory University - Goizueta Business School 2014 — 2017
Master of Business Administration (M.B.A.)
University of Houston 2006 — 2008
BS, Economics
Illinois Department of Veterans' Affairs May 2015 - Present
Women's Business Development Center-Chicago August 2013 - May 2015
BMO Harris Bank N. A. August 2011 - July 2013
R J Sanders & Associates January 2010 - August 2011
IFF June 2004 - December 2009
JPMorgan Chase & Co January 2002 - June 2004
JPMorgan Chase & Co January 2002 - June 2004
Sable Banchshares, Inc. May 1998 - January 2002
Skills
Loans, Finance, Training, Strategic Planning, Nonprofits, Credit, Commercial Lending, Risk Management, Portfolio Management, Business Development, Community Outreach, Non-profits, Strategy, Relationship Management, Customer Service, Veterans, Women Veteran Advocacy, Entrepreneurship, Program Development, Credit Analysis, Funding, Financial Risk, Retail Banking, Business Planning, Community Development
Education
Southeast Missouri State University 1994 — 1996
Master's of Science, Public Administration
Lincoln University (MO) 1992 — 1994
BS, Business Administration
Knox College 1990 — 1992
Economics
Emdeon March 2013 - Present
Autostar Solutions, Inc. October 2012 - March 2013
Think Finance April 2010 - October 2012
QT Technologies August 2009 - April 2010
LeadRev June 2008 - June 2009
JPMorgan Chase & Co February 2003 - June 2008
Skills
C#, SQL Server, ASP.NET, SEO, XML, SQL, Web Development, JavaScript, Lead Generation, Online Marketing, SEM, E-commerce, HTML, .NET, CSS, jQuery, Java, ASP.NET MVC, Access, Scrum, NServicebus, CQRS, DDD, TDD, SOA, WCF, ASP.NET AJAX, Distributed Systems, HTML 5, Knockout.js, Backbone.js, Node.js, SharePoint, Salesforce.com, Microsoft SQL Server, Visual Basic
Education
Georgia Institute of Technology 2015 — 2017
Master's Degree, Computer Science
The University of Texas at Arlington
Bachelor of Science (B.Sc.) Cum Laude
JPMorgan Chase & Company October 2013 - Present
TSG October 2008 - Present
JPMorgan Chase January 1997 - Present
JPMorgan Chase October 2009 - October 2013
JPMorgan Chase February 2008 - October 2008
JPMorgan Chase August 2007 - February 2008
JPMorgan Chase October 2000 - August 2007
JPMorgan Chase & Co January 1998 - October 2000
Skills
Business Analysis, Banking, SDLC, Vendor Management, Process Improvement, SQL, Requirements Analysis, Visio, Project Management, ITIL, Risk Management, SharePoint, Unix, Disaster Recovery, Microsoft SQL Server, Software Documentation
Education
Florida State University
B.S, Merchandising
Educational Testing Service (ETS) November 2011 - Present
Comcast March 2011 - October 2012
Andesa Services, Inc. 2008 - 2011
NASDAQ OMX Group 2001 - 2008
The Vanguard Group 2000 - 2001
GlaxoSmithKline 2000 - 2000
JPMorgan Chase & Co 1997 - 2000
Air Products and Chemicals 1996 - 1997
Ingersoll Rand 1995 - 1996
Education
Kutztown University of Pennsylvania 1993 — 1995
MS, Computer Sciense
Tsinghua University 1987 — 1992
BE, Mechanical Engineering
First Federal Bank of Florida January 2015 - Present
JPMorgan Chase May 2012 - December 2014
JPMorgan Chase July 2011 - April 2012
JP Morgan Chase June 2010 - July 2011
Plaza Home Mortgage, Inc March 2009 - June 2010
JPMorgan Chase & Co April 2002 - March 2009
JPMorgan Chase & CO., Chase Home Finance August 2000 - April 2002
Luxury Mortgage Corp March 1999 - August 2000
Merrill Lynch Credit Corporation January 1996 - February 1999
Merrill Lynch Credit Corporation January 1992 - January 1996
Skills
Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Loan Origination, Construction Loans, Underwriting, Credit, Residential Mortgages, Loan Servicing, Credit Analysis, Banking, Operations Management, FHA, Refinance, Mortgage Servicing, Marketing, Loss Mitigation, FHA financing, Commercial Lending, Sales, VA loans, Consumer Lending, Risk Management, Financial Analysis, Customer Service, Team Management, USDA, Investments, National Account..., Sales Management, Short Sales
Education
Iona College 1984 — 1988
Bachelor of Business Administration, Production Operations Management
Fannie Mae October 2012 - Present
Fannie Mae February 2010 - October 2012
Fannie Mae September 2009 - February 2010
Fannie Mae June 2009 - September 2009
JPMorgan Chase & Co 2007 - 2009
Central Pennsylvania Workforce Development Corporation June 2006 - April 2007
Focus Central Pennsylvania June 2006 - August 2006
Skills
Risk Management, Bloomberg, Fixed Income, Process Improvement, Financial Modeling, Program Management, Business Analysis, Financial Analysis, Data Analysis, Access, Leadership, Training, Management, Operations Management, Integration, Analysis, Cross-functional Team..., Investments, Capital Markets, Financial Risk, Accounting, Loans
Education
Georgetown University 2011 — 2014
Master of Business Administration (M.B.A.)
Susquehanna University 2003 — 2007
Bachelor of Science in Business Administration, Economics and Finance
Thomas F. Delaney, CPA January 2008 - Present
MBO Partners April 2006 - December 2007
JPMORGAN CHASE & Co 1983 - 2006
Manufacturers Hanover Trust 1983 - 1986
Stone & Webster 1978 - 1983
Education
Pace University - Lubin School of Business 1982 — 1987
MBA, Corporate Financial Management
Iona College 1969 — 1973
BBA, Accounting
JPMorgan Chase October 2010 - Present
COMSYS July 2009 - November 2010
JPMorgan Chase & Co December 2006 - March 2009
JPMorgan Chase July 2004 - November 2006
Bank One March 2002 - June 2004
Bank One September 2000 - February 2002
Bank One July 1998 - August 2000
Valley National Bank August 1981 - June 1998
Skills
Portfolio Management, SDLC, Cross-functional Team..., Process Improvement, Program Management, Requirements Analysis, PMP, MS Project, Project Management, Management, Project Planning, Visio, Team Leadership, Banking, PMO, Microsoft Project, Business Analysis
Education
Western International University 2009 — 2011
Bachelor of Science in Business, Business Management
University of Colorado 2003 — 2004
Advanced Project Management Certification
Mesa Community College 1976 — 1978
Business Management
Glendale Community College
Management, Information Technology, Business Management
Phoenix College
Accounting
UBS Wealth Management August 2015 - Present
PricewaterhouseCoopers March 2015 - May 2015
McGladrey February 2015 - March 2015
Bank of America February 2014 - May 2014
MEDITERRANEAN SECURITIES GROUP, LLC., January 2012 - January 2013
JPMORGAN CHASE & CO January 2009 - November 2011
CITIGROUP, Inc April 2008 - December 2008
GERSTLE ROSEN November 2004 - March 2008
JPMORGAN CHASE & CO October 1999 - October 2004
Skills
Accounting, Finance, Brokerage, Equities, Trading, Banking, Management, Credit, Auditing, Trading Systems, Sales, Financial Analysis, Process Improvement, Investments, Asset Management, CRM, Due Diligence, Mergers & Acquisitions, Financial Services, Portfolio Management
Education
Long Island University 1995 — 1998
Associates Degree, Business Management
JPMorgan Chase & Co January 2012 - Present
JPMorgan Chase & Co November 2008 - January 2012
JPMorgan Chase & Co October 2003 - November 2008
JPMorgan Chase & Co December 2000 - October 2003
JPMorgan Chase & Co March 1993 - December 2000
Skills
Microsoft Office, Research, Fixed Income, Management, Equities, Securities, Risk Management, Corporate Actions, Settlement
Education
Dowling College
BBA, Accounting
Marcum LLP January 2013 - Present
Mayer Rispler & Company February 2011 - December 2012
Joel S. Zuller, CPA June 2010 - February 2011
IRS VITA Program January 2010 - April 2010
JPMorgan Chase & CO July 2008 - August 2008
Skills
Microsoft Word, General Ledger, Microsoft Excel, QuickBooks, Accounting, Auditing, Tax
Education
Seton Hall University, Stillman School of Business 2007 — 2009
Master of Business Administration, Accounting
Excelsior College 2005 — 2007
Bachelor of Science; post, Liberal Arts
Kemlot Global Associates, Inc July 2010 - Present
JPMORGAN CHASE & CO September 2007 - June 2010
JPMORGAN CHASE & CO September 2004 - August 2007
JPMorgan Chase Bank September 2000 - August 2004
Chase Manhattan Bank August 1988 - August 2000
Global Investor Services January 1995 - January 2000
Chase Manhattan Bank January 1993 - January 1995
Skills
Team Leadership, Computer Maintenance, Video Secuity System, Treasury Management, Fund Administration, Banking Relationships, Due Diligence, Securities, Video, Banking, Investments, Alternative Investments, Fixed Income, Financial Risk, Commercial Banking, Loans, Credit, Financial Services, Internal Controls, Middle Office, Mutual Funds, Financial Analysis, Capital Markets, Derivatives, Portfolio Management, Strategy, Risk Management, Asset Management, Program Management, Bloomberg, Retail Banking, Accounting, Operational Risk, Valuation, Credit Analysis, Account Reconciliation, Credit Risk, FX Options, Private Equity, Management, Auditing, Finance, Equities, Financial Markets, Analysis, Corporate Finance, Investment Banking, Leadership, Asset Managment, Project Management
Education
Central Connecticut State University 1984 — 1986
B.S., Finance & Management
CKC 1976 — 1981
BS
JPMorgan October 2003 - Present
JPMorgan Chase & Co 2003 - Present
Skills
Fixed Income, Bloomberg, Trading, Derivatives, Settlement, Back Office, Capital Markets, Equities, Bonds, Risk Management, Financial Services, FX Options, Asset Management, Hedge Funds, Investment Banking, Securities
Education
College of the Holy Cross 1997 — 2001
JPMorgan Chase & CO February 2000 - Present
Healthaxis August 1998 - October 2000
First Nationwide Mortgage Corporation April 1996 - August 1998
Barrett Burke, Wilson, Castle, Daffin & Frappier, L.L.P March 1995 - April 1996
EMC Mortgage Corporation January 1992 - January 1994
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Graduate Certificate in Information Security
Keller Graduate School of Management of DeVry University 2002 — 2003
Master of Information System Management, Information Technology
DeVry Institute of Technology 1992 — 1996
Bachelor of Science (BS), Computer Information System
TIAA-CREF June 2011 - Present
JPMorgan Chase & Co January 2007 - September 2010
Merrill Lynch January 2003 - December 2006
RR Donnelley January 2000 - January 2002
Bowne & Co., Inc January 1996 - January 2000
Ohio Attorney General's Office January 1992 - January 1996
Skills
Wealth Management, Series 7, Mutual Funds, Series 63, Risk Management, Portfolio Management, Financial Services, Investment Advisory, Investments, Wealth Management..., Asset Management, Relationship Management, High Net Worth..., Asset Managment, Capital Markets, Strategic Financial..., Equities, Estate Planning, Insurance, Investment Management, Private Banking, IRAs, Bonds, Uniform Combined State..., Consultative Sales..., Team Management, Business Development
Education
Cleveland State University - Cleveland-Marshall College of Law 1986 — 1989
JD
John Carroll University 1982 — 1986
Bachelor of Science, Business Administration
Ursuline High School
JPMorgan Chase & Co April 1999 - July 2009
MD Anderson Cancer Center July 1988 - April 1999
Education
Lamar University
Associate of Applied Science Degree, Office Occupation
University of Houston
Business Administrative Services/Management Studies
BANKERS LIFE AND CASUALTY CO 2006 - 2009
METLIFE INSURANCE COMPANY 2004 - 2006
Lincoln Financial Group 2003 - 2004
JPMORGAN CHASE & CO January 1999 - January 2003
RAYMOND JAMES AND ASSOCIATES, INC January 1996 - January 1999
ADISTRA/GAGE MARKETING January 1994 - January 1996
MetLife January 1992 - January 1994
FIREMAN'S FUND INSURANCE January 1980 - January 1992
Education
Leadership
Central Michigan University
M.A, Business Management
Madonna University
B.S, Social Sciences
JPMORGAN CHASE & CO February 2008 - Present
Rosicki Rosicki and Associates September 2009 - January 2013
JPMorgan Chase August 2006 - September 2009
Securities Services Worldwide Services August 2006 - August 2008
LAW OFFICES OF JORDAN S December 2005 - August 2006
Law Offices of Jordan Katz August 2005 - August 2006
DRUCKMAN & SINEL LLP October 2004 - December 2005
LAW OFFICE OF SHARMINE PERSAUD October 2003 - October 2004
Skills
Notary Public
Education
Columbia University in the City of New York 2001 — 2003
Bachelor of Science, Pre-Medical
SUNY Albany 1997 — 2000
Bachelor of Arts, Psychology
STATE UNIVERSITY AT ALBANY
Bachelor of Arts
COLUMBIA UNIVERSITY
Hofstra University
Paralegal Studies Certificate; 2004
New York State Notary Public and Certified in New York County
Postbaccalaureate of Premedical Sciences
Saba Capital Management, L.P. August 2011 - Present
JPMorgan Chase & Co July 2009 - August 2011
Securitized Products Group January 2008 - July 2009
J.P. Morgan July 2007 - January 2008
Skills
Fixed Income, Trading, Bloomberg, Derivatives, CDS, Microsoft Office, Bonds, Investments, Valuation, Swaps, Credit Derivatives, Structured Finance, Finance, Hedge Funds, Microsoft Excel
Education
Cornell University 2003 — 2007
B.S
Rice Memorial High SchoolSouth
Ohio Attorney General's Office April 2013 - Present
Ohio Attorney General's Office December 2011 - April 2013
JPMorgan Chase June 2011 - December 2011
JPMorgan Chase & Co January 2006 - June 2011
Teleperformance, Columbus, Ohio January 2003 - April 2006
Image Processing Systems June 2000 - November 2000
The Ohio State University September 1996 - January 2000
Micro Direct June 1998 - September 1998
Battelle Memorial Institute June 1992 - September 1992
Skills
Information Security..., Security, Information Security, Disaster Recovery, Computer Security, Network Security, PCI DSS, Business Continuity, ISO 27001, Information Technology, Penetration Testing, IT Audit, Security Audits, Risk Management, IRS Publication 1075..., HIPAA, Complex Analysis and..., Problem Solving, Critical Thinking, Problem Analysis, Troubleshooting, Technical Support, Networking, Risk Assessment, Vulnerability Management, Computer Forensics, CISSP, Security Management, Integration, Active Directory, Application Security, Physical Security, XP, Firewalls, Vulnerability Assessment, Data Security, Security Awareness, Security Policy
Education
Capitol College 2013 — 2014
Master of Science (M.S.), Information Assurance, Graduate
Franklin University 2007 — 2010
B.S, Information Technology Graduation
Briggs 1990 — 1994
College Preparatory High School Diploma
The Ohio State University
B.S, Computer Engineering Transferred
JPMorgan Chase & Co July 2010 - Present
JPMorgan Chase & Co June 2010 - Present
Skills
SQL, Active Directory, Oracle v10g, SQL*Plus,..., MS SQL Server, SSIS &..., ETL, Microsoft SQL Server, Business Intelligence, SSIS, SSRS, Oracle SQL Developer, Data Analysis, Cloud Computing, SAS, Business Analysis, Databases, SDLC, Requirements Analysis, Oracle, Data Warehousing, Software Development, Integration, Requirements Gathering, Unix, HTML
Education
Columbia University - Columbia Business School 1997 — 2001
Computer Technology and Applications Program, Database Applcation Development & Design
JPMorgan Chase January 2004 - December 2008
JPMorgan Chase & Co August 1993 - December 2008
Jet*s Pizza October 2000 - March 2008
Banc One April 1998 - January 2004
First Chicago NBD July 1995 - April 1998
National Bank of Detroit August 1993 - July 1995
McDonald*s July 1991 - October 1993
Education
Eastern Michigan University 1993 — 1997
BS, Sociology, Anthropology and Criminology
Farmers Insurance November 2014 - Present
Farmers Insurance April 2012 - November 2014
Farmers Insurance October 2010 - April 2012
Charter Communications April 2010 - October 2010
JPMorgan Chase & Co November 2005 - July 2009
Skills
Sales, Underwriting, Leadership, Insurance, Customer Service, PowerPoint, Finance, Teamwork, Employee Benefits, Call Centers
Education
University of Phoenix 2005 — 2008
Master of Business Administration, Accounting
Grand Valley State University 1999 — 2003
Bachelor of Business Administration, Finance
JPMorgan Investment Management July 2015 - Present
J.P. Morgan Asset Management September 2014 - July 2015
J.P. Morgan Private Bank August 2013 - September 2014
JP Morgan Asset Management July 2011 - July 2013
The Boston Consulting Group August 2010 - May 2011
JP Morgan June 2010 - August 2010
Kappa Sigma Fraternity October 2008 - June 2010
The Boston Consulting Group August 2009 - May 2010
JPMorgan Chase & Co June 2009 - August 2009
Skills
Problem Solving, Teamwork, Hard Worker, Series 7, Series 63
Education
Bentley University 2007 — 2011
Bachelor of Science, Marketing and Liberal Studies Major of Media and Culture
Northern Highlands Regional High School 2003 — 2007
Pandora February 2014 - Present
Pandora August 2013 - January 2014
TelAmerica Media April 2013 - August 2013
Katz Media Group April 2011 - April 2013
JPMorgan Chase & Co July 2006 - May 2011
Rebel One Management January 2009 - June 2009
Emmis Communications June 2008 - December 2008
Brooklyn Botanical Garden April 2003 - July 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Outlook
Education
Brooklyn College, CUNY 2009 — 2010
Bachelor of Science, Business, Management, and Finance
Kingsborough Community College 2007 — 2009
A.AS, Business Administration
The Home Depot Reverse Logistics Center July 2015 - Present
The Home Depot Reverse Logistics Center January 2012 - July 2015
Stericycle Inc. November 2010 - June 2011
Indiana University Purdue University Survey Research Center August 2005 - November 2010
JPMorgan Chase & Co July 2009 - September 2009
Greatimes Family Fun May 2005 - August 2005
Oil & Go January 2003 - January 2005
Pines Ski Area January 2000 - January 2002
Skills
Customer Service, Research, Access, Microsoft Word, Supervisory Skills, Telephone Skills, Outlook, PowerPoint, Excel, Word, Employee Relations, Leadership
Education
Indiana University - Kelley School of Business 2003 — 2008
Bachelor of Science, Management & Human Resources Management
UnitedHealth Group June 2012 - Present
Randstad - Contractor at Wells Fargo September 2010 - March 2012
Coventry Healthcare December 2005 - March 2010
PchComputers May 1998 - December 2005
JPMorgan Chase & Co December 2000 - April 2005
ST Microelectronics Inc November 1995 - May 1998
Motorola Inc February 1995 - November 1995
Lockheed Martin November 1981 - April 1992
Skills
Access, Documentation, Troubleshooting, Citrix, Outlook, Customer Service, Windows, Operating Systems, Microsoft Office, Excel, Word, Administration, Analysis, Research, Call Center, XP, Active Directory, Problem Solving, Computer Hardware, VPN, HTML, Software Documentation, Windows XP, Databases, Testing
Education
Chabot College
A.A, Computer Maintenance Technology
University of Phoenix
B.S, Computer Information Technology
JPMorgan Chase & CO April 2005 - Present
Cap Gemini Sogeti February 2004 - April 2005
Lanco Global Systems October 2001 - February 2004
Skills
Data Warehousing, Business Intelligence, Data Modeling, Analytics, SDLC, Business Analysis, Requirements Gathering, Data Integration, Informatica, ETL, Business Intelligence..., Data Migration, Business Objects, Teradata, Data Governance, Investigative Analytics, MIS/Analytics, Palantir Govt, Statistical Tools, Dashboard, Cognos
Education
Kuvempu Vishwavidyanilaya 1993 — 1997
Bachelor of Engineering, Industrial and Production
The Ohio State University Wexner Medical Center July 2014 - Present
Cardinal Health March 2014 - June 2014
Nationwide Childrens Hospital January 2013 - 2014
Nationwide Childrens Hospital December 2011 - 2013
JPMorgan Chase & Co May 2007 - November 2009
J.P. Morgan August 2003 - May 2007
Skills
Health Service..., Ms word, Ms powerpiont, Customer Service, Healthcare, Microsoft Office, Healthcare Information..., Technical Support, Project Management, Management, EHR, HIPAA, Auditing, Healthcare Management, Data Management, Public Speaking, Strategic Planning, Informatics, Visio, Microsoft Office Visio..., Leadership, Data Analysis, Access, Training, Time Management, Policy, Process Improvement
Education
DeVry University 2010 — 2012
Bachelor of Business Administration, Health Service Management, 3.5
DeVry University 2009 — 2012
B.S., Health Service Management
JP Morgan October 2014 - Present
JPMorgan Chase December 2012 - October 2014
Macquarie USA June 2009 - November 2011
Goldman Sachs January 2008 - June 2009
JPMorgan Chase July 2006 - January 2008
JPMorgan Chase & Co July 2006 - January 2008
Education
Wilmington University 2015 — 2016
Master of Business Administration (MBA), Marketing
Delaware State University 2002 — 2006
Bachelor of Science (B.S.), Management and 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
Excel Funds Management Inc. September 2015 - Present
Cambridge Associates April 2014 - August 2015
Advantage Data September 2011 - April 2014
Bank of America November 2010 - August 2011
JPMorgan Chase & Co April 2010 - August 2010
LighterLife October 2009 - March 2010
Education
Bentley University 2006 — 2009
Bachelor of Science, Finance
United Cerebral Palsy of NYC January 2014 - Present
FEGS May 2012 - November 2013
JPMorgan Chase & Co October 2008 - May 2012
The New York Public Library January 2004 - October 2008
Skills
Library, Banking, Account Reconciliation, Financial Reporting, Financial Analysis, Finance, Financial Services, Microsoft Excel, QuickBooks, Business Analysis, Budgets, Accounts Payable, Access, Leadership, Outlook, Management, Community Outreach, Microsoft Office, Nonprofits, Research, Fundraising
Education
Zicklin School of Business 2011 — 2015
MBA, Economics
City University of New York-Hunter College 2004 — 2008
BA, Economics
New York State Life Insurance
FINRA
Series 6
FINRA
Series 63
Herbert H Lehman HS
JPMorgan Chase Bangalore January 2008 - March 2010
JPMorgan Chase & Co January 2008 - March 2010
Education
Gulbarga University 2005 — 2007
Management Degree in Masters of Business administration (M.B.A), Finance
Gulbarga University 2002 — 2005
Bachelor of Commerce, Commerce
JPMorgan Chase & Co February 2010 - Present
J.P. Morgan May 2007 - February 2010
Prime Brokerage Client Service December 2004 - May 2007
Brown Brothers Harriman & Co June 2004 - December 2004
Brown Brothers Harriman & Co December 2003 - June 2004
Brown Brothers Harriman & Co May 2002 - December 2003
GE Asset Management November 2000 - November 2001
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Vanderbilt University
Bachelor of Science, Geology
JPMorgan Chase & Co May 2011 - August 2012
Chelsea Tavern May 2010 - August 2010
Fabulous Bagel Boys January 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel
Education
Cabrini College 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting and Marketing
HER Realtors 2013 - Present
JPMorgan Chase & Co July 2011 - June 2013
JPMorgan Chase Bank November 2008 - June 2011
JPMorgan Chase Bank May 2008 - October 2008
Advance America September 2003 - November 2007
Laurelwood Hospital January 2003 - March 2005
Skills
Credit, Mortgage Lending, Loans, Banking, Risk Management, Finance, Financial Analysis, Lotus Notes, Financial Modeling, Process Improvement, Access, Securities, Microsoft Excel, Data Analysis, Outlook, Project Management, Visio, Portfolio Management, Credit Analysis, Customer Service, Training, Management
Education
Columbus State Community College 2011 — 2013
Associate of Applied Science, Accounting and Finance
Hondros College of Business 2008 — 2008
Licensing Classes, Real Estate Sales Agent
Stillman College 1999 — 2003
Bachelor of Science (BS), Biology
Hancock Bank/Whitney Bank June 2010 - Present
Hancock Bank January 2010 - Present
JPMORGAN CHASE & CO August 1996 - May 2009
UNION PLANTERS TRUST & INVESTMENT MANAGEMENT March 1994 - August 1996
COHN-TURNER, INC January 1991 - January 1993
WOODWARD-CLYDE ENVIRONMENTAL CONSULTANTS January 1989 - January 1991
Skills
Banking, Credit, Loans, Commercial Banking, Commercial Lending, Consumer Lending, Customer Service, Microsoft Excel, Portfolio Management, Outlook, Microsoft Office
Education
Louisiana Tech University 1987 — 1989
Bachelor of Science, Marketing
Louisiana State University 1982 — 1987
Bachelor of Science, Psychology
JPMorgan Chase & Co November 1993 - December 2008
JPMorgan Chase & Co. November 1993 - December 2008
Chase Manhattan Corp January 1996 - January 2000
Chase Research & Information Services January 1993 - January 1996
Skills
Bloomberg, Reference Data, Financial Services, Market Data, Financial Markets, Financial Analysis, Thompson One, Vendor Management, Business Analysis, Financial Reporting, Process Improvement, Data Analysis, Database Administration, Access
Education
City University of New York 1990 — 1992
B.A, Mathematics, Computer Science
MIT - Massachusetts Institute of Technology 1984 — 1986
Mathematics / Computer Science Study, Electrical Engineering & Computer Science
The Bronx High School of Science 1980 — 1984
High School Diploma
JPMorgan Chase & Co January 2007 - Present
Bank of America May 2005 - December 2007
Bank of America May 2005 - January 2007
Valley National Bank May 2001 - May 2005
Valley National Bank May 2001 - May 2005
Skills
Internal relationship..., Recruiting and hiring..., Human resources..., Sales and operations..., Business development..., Profit and loss..., Industry compliance..., Change management, Proficient in Microsoft..., PeopleSoft scheduling...
Education
Fairleigh Dickinson University 2001 — 2010
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Fairleigh Dickenson University
M.B.A, Human Resources Management
Fairleigh Dickinson University 2001 — 2005
Bachelor of Science (B.Sc.), Business Management
Fairleigh Dickenson University
B.S, Business Management
Simple Computer Repair November 2013 - Present
JPMorgan Chase October 2012 - October 2013
JPMORGAN CHASE & CO September 2011 - October 2012
JPMORGAN CHASE & CO February 2010 - September 2011
DAVE AND BUSTERS August 2007 - February 2010
First NLC January 2006 - July 2006
Ameriquest Mortgage Company February 2005 - November 2005
Skills
Training, Sales, Troubleshooting, Problem Solving, Microsoft Excel, Microsoft Word, Internet Explorer, computer applications, Adaptability, Adept problem-solver, Training Delivery, Business Analysis, Professional..., People Skills, Humor
Education
Macomb Community College 1998 — 2004
Architecture/Business
Henry Ford II High School 1994 — 1998
Diploma, General/Arts
JPMorgan Chase 1984 - Present
JPMorgan Chase & Co 1984 - Present
Skills
Due Diligence, process...
Education
Marshall University
Bachelor's Degree, Business Administration and Management, General