JPMorgan Chase Bank
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (31 Dec 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Number of employees: 250,000 (2018) Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
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JPMorgan Chase Bank Employees
J.P. Morgan April 2014 - Present
JPMorgan Chase October 2013 - March 2014
JPMorgan Chase November 2011 - October 2013
JPMorgan Chase Bank June 2008 - October 2011
Skills
Loans, Cash Management, Customer Retention, Banking, Credit, Commercial Banking, Credit Analysis, Small Business Lending, Relationship Management, Mortgage Lending, Commercial Lending, Lines Of Credit, Portfolio Management, Treasury Management, Investments, Risk Management, Management, CRM, Leadership, Finance, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance (Investment Banking) and Real Estate Finance and Investments, 3.7
Northwestern University 2003 — 2007
Psychology, Business Institutions
Southfield Lathrup 1999 — 2003
Birney 1998 — 1999
JPMorgan Chase & Co. August 2014 - Present
Chase April 2008 - August 2014
JPMorgan Chase Bank June 2005 - April 2008
JPMorgan Chase Bank November 2004 - June 2005
Skills
Banking, Sales, Leadership
Education
The College of New Rochelle 2010 — 2015
Master's Degree, Mental Health Counseling/Counselor, 3.99 GPA
City University of New York-John Jay College of Criminal Justice 2004 — 2008
Bachelor's Degree, Forensic Psychology
Ice Miller November 2012 - Present
Shefsky & Froelich February 2011 - November 2012
JPMorgan Chase Bank October 2007 - January 2011
Levenfeld Pearlstein 1999 - 2007
Arthur Andersen August 1989 - December 1990
Skills
Estate Planning, Asset Protection, Succession Planning, Estate Tax Planning, Westlaw, Trusts, Wealth Management, Litigation, Mergers & Acquisitions, Tax, Legal Research, Strategic Financial..., Securities, Corporate Law, Corporate Governance
Education
DePaul University College of Law 1992 — 1995
JD, Law
Indiana University - Kelley School of Business 1985 — 1989
BS, Accounting
Brookfield East High School
JPMorgan Chase Bank March 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Analytical Skills, Engaging Public Speaker, Litigation, Bankruptcy, Mortgage Banking, Litigation Support
Education
El Centro College 2012 — 2014
Paralegal Certification, Litigation
North Lake Community College
Associate of Arts and Sciences (A.A.S.)
University of North Texas
ENRIGHT INVESTMENTS LLC July 2012 - Present
THR & ASSOCIATES August 2008 - July 2012
JPMORGAN CHASE BANK May 2006 - August 2008
Skills
Negotiation, Team Building, Training, Sales Management, Online Marketing, Marketing Strategy, Strategic Planning, Coaching, New Business Development, Public Speaking, Leadership Development, Management, Sales, Marketing, Customer Service, Business Strategy, Team Leadership, Business Development, Social Media, Inventory Management, Leadership, Operations Management, Change Management, Revenue Growth, Innovative Leadership, Banking & Financial..., Client Services, Process Improvement, Staff Supervision, P&L Management, Cost Containment, Microsoft Office, Public Relations, Microsoft Excel, Event Planning, Social Networking, Budgets, Social Media Marketing, Event Management, Marketing Communications, Project Management, Microsoft Word, Account Management, Customer Satisfaction, Advertising, Retail, Entrepreneurship, Recruiting, Program Management, Time Management
Education
Franklin University 2005 — 2006
Undergraduate College-Level Studies
Fairfield Career Center 1997 — 1999
Millersport High School 1996 — 1999
MasterCard May 2012 - Present
HSBC Bank January 2006 - May 2012
JPMorgan Chase Bank 2003 - 2006
MFA Consulting January 2001 - January 2003
Bates Healthworld, Inc January 2000 - January 2001
Skills
Direct Marketing, Segmentation, Integrated Marketing, Marketing Strategy, Customer Acquisition, Digital Marketing, Marketing Communications, Database Marketing, Financial Services, Analytics, Market Research, Credit Cards, Advertising, Brand Development, Business Planning, CRM, Direct Mail, Email Marketing, Online Marketing, Strategy
Education
Fordham University 2007 — 2007
Pre MBA, Marketing
Towson University 1990 — 1994
Bachelor of Science, Communications
Grainger January 2014 - Present
JPMorgan Chase Bank August 2011 - December 2013
Grandville, MI July 2010 - January 2011
Skills
Credit Analysis, Customer Service, Finance, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Real Estate, Sales, Strategic Planning
Education
Grand Valley State University 2006 — 2010
Bachelor of Business Administration, Finance
Seidman College of Business
Finance
JPMorgan Chase April 2013 - Present
JPMorgan Chase Bank September 2010 - March 2013
Skills
Small Business Lending, Commercial Lending, Loans, Lines Of Credit, Consumer Lending, Commercial Banking, Credit, Credit Analysis, Banking, Mortgage Lending, Loan Origination, SBA, Finance, Cash Management, Portfolio Management
Education
Florida International University
Bachelor of Business Administration (B.B.A.)
University of Miami
JPMorgan Chase August 2013 - Present
JPMorgan Chase Bank December 2002 - Present
Skills
Banking, Credit, Customer Service, Sales, Management
Education
Florida Atlantic University 2014 — 2016
Master of Arts (M.A.), Forensic Accounting
Florida Atlantic University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Chromedome Design October 2011 - Present
Self-Employed November 2008 - Present
JPMorgan Chase December 2007 - September 2008
JPMorgan Chase Bank October 2006 - January 2008
JPMorgan Chase December 2003 - October 2006
Schwartz Simon Edelstein Celso & Kessler July 2003 - November 2003
Precision Academy and its Affiliates September 2001 - May 2003
State of New Jersey August 2000 - August 2001
Superior Court of New Jersey August 1999 - August 2000
Skills
Loans, Software Documentation, Capital Markets, Management, Fixed Income, Project Management, Maintaining Strong..., Corporate Training, Regulatory Analysis, Legal Research, Legal Writing, Creative Writing, Research, Process Improvement, Corporate Law, Training, Editing, CRM
Education
Rutgers University School of Law - Camden 1996 — 1999
JD, Law
University of Phoenix 2001 — 2003
MAEd, Education
Connecticut College 1992 — 1996
B.A., English
Hamden Hall 1988 — 1992
High School
BNY Mellon August 2010 - Present
JPMorgan Chase Bank November 1988 - August 2010
JPMorgan 1988 - 2010
JPMORGAN CHASE 1988 - 2008
Skills
Hedge Funds, Mutual Funds, Relationship Management, Global Custody, Financial Services, Middle Office, Securities, Back Office, Fund Administration, Fund Accounting, Management, Sales, Finance, Business Strategy, Bloomberg, Risk Management, CRM, Banking, New Business Development, Strategy, Asset Management, Series 7, Benefits Negotiation, Equities, Investments, Capital Markets, Investment Banking, Alternative Investments, Portfolio Management, Fixed Income, FX Options, Derivatives, Bonds, Financial Markets, Corporate Actions
Education
Fordham University 1993 — 1994
NA, Finance, General
Le Moyne College 1983 — 1987
Finance Degree, Major
PM Realty Group February 2011 - Present
PM Realty Group July 2008 - Present
PM Realty Group July 2008 - Present
Southern Union Company March 2006 - July 2008
JPMorgan Chase Bank February 2005 - March 2006
University of Houston February 2004 - February 2005
Skills
Financial Reporting, Accounts Receivable, Variance Analysis, Accounts Payable, QuickBooks, Internal Audit, Account Reconciliation, Payroll, Accounting, Cash Flow, SAP, Analysis, General Ledger, Financial Statements, Budgets, Finance, Microsoft Word, PeopleSoft, GAAP, Auditing, Process Improvement, Management, Invoicing, Journal Entries, Financial Analysis, Financial Accounting, Revenue Recognition, Real Estate, Accruals
Education
Fort Valley State University 1998 — 2003
BBA Degree, Accounting
Houston Community College
University of Houston-Clear Lake
MBA, concentration Finance
Wheeling Jesuit University
MBA
Lake County Adult Probation May 2015 - Present
Lake County Adult Probation May 2015 - Present
Lake County Adult Probation September 2014 - June 2015
Dovenmeuhle Mortgage Inc. March 2013 - August 2014
Boloney's Sandwich Shop August 2011 - March 2013
The International Honor Society of Psychology January 2012 - May 2012
The International Honor Society of Psychology August 2011 - December 2011
Crystal Lake Chrysler Jeep Dodge February 2010 - August 2011
Bob Loquercio Automotive Group October 2007 - January 2009
JPMorgan Chase Bank November 2005 - March 2007
Skills
Cash Handling, Customer Service, Attention To Detail, Psychology, Research, Microsoft Office, PowerPoint, Microsoft Excel, High Organizational..., Project Management, Data Analysis, Data Entry, Statistics, Management, Microsoft Word, Public Speaking
Education
The Chicago School of Professional Psychology 2012 — 2015
Masters of Counseling Psychology, Psychology, Graduate level
Roosevelt University 2009 — 2011
Bachelor in Arts, Psychology
Elgin Community College 2007 — 2008
Psychology
Tobi.com January 2014 - Present
San Francisco International Airport June 2014 - October 2014
Citibank, N.A. March 2013 - December 2013
JPMorgan Chase Bank July 2011 - November 2012
California Check Cashing, LLC March 2009 - July 2011
Skills
Banking, Small Business Lending, Consumer Lending, Loans, Credit, Commercial Banking, Commercial Lending, Credit Analysis, Cross Selling, Lines Of Credit, Loan Origination, Mortgage Lending, Retail Banking, Mortgage Banking, Microsoft Excel, Finance, Revenue Analysis, Revenue & Profit Growth, Customer Service, Microsoft Office, Leadership, Sales, Management
Education
San Francisco State University 2014 — 2016
Bachelor of Science (B.S.), Finance, General, Junior
De Anza College 2012 — 2013
Accounting and Finance
VanDyk Mortgage September 2012 - Present
JPMorgan Chase Bank February 2011 - August 2012
Skills
Excel, Investments, Research, Valuation, Microsoft Excel, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Banking, Teamwork, Outlook, Sales, Finance, Private Equity
Education
Grand Valley State University 2007 — 2012
BBA, Finance
Bancorp South March 2014 - Present
Business First Bank July 2008 - March 2014
Cajun Red Head Inc January 2012 - February 2014
JPMorgan Chase Bank July 2004 - July 2008
Hyatt Regency 2001 - 2003
Bristol Hotels 1998 - 2001
Skills
Mortgage Underwriting, Commercial Banking, Loans, Portfolio Management, Credit, Commercial Lending, Management, Small Business Lending, Cash Management, Private Banking, Commercial Mortgages, Financial Analysis, Banking, Asset Based Lending, Credit Analysis, Underwriting, Mortgage Banking, Customer Service, Strategic Planning
Education
Johnson and Wales University 1996 — 1999
BS, Food Service Management / Culinary Arts
Forsyth Technical Community College 1995 — 1997
AS, Accounting
Canton High School
DFCU Financial Partners May 2015 - Present
J.P. Morgan Securities LLC December 2011 - April 2015
JPMorgan Chase Bank October 2008 - November 2011
JPMorgan Chase Bank November 2005 - September 2008
Hantz Financial April 2004 - September 2005
Grand Valley State University September 2001 - April 2004
The Mobile Solution June 2003 - November 2003
The Ice Cream Man May 2003 - August 2003
B&R Booking June 2002 - August 2003
Skills
Management, Leadership, Microsoft Office, Customer Service, Finance, Microsoft Excel, Team Building, PowerPoint, Marketing, Social Networking, Series 7, Series 66, Series 63, Life Accident and Health, Property & Casualty..., MBA, Investments, Financial Services
Education
Cornerstone University 2007 — 2008
Master, Business Administration; Global Business
Grand Valley State University 2001 — 2004
Bachelors, Finance, Management
Benzie Central 1990 — 2000
SVB Financial Group August 2009 - Present
Regions Bank August 2006 - July 2008
JP Morgan Chase Bank July 2004 - July 2006
JPMorgan Chase Bank October 1993 - June 2004
JPMorgan Chase Bank May 1986 - September 1993
RepublicBank Dallas June 1982 - April 1986
Skills
Treasury Management, Commercial Banking, Business Development, Financial Services, Strategy, Investments, Management, Financial Analysis, Risk Management, Leadership, Mergers & Acquisitions
Education
Thunderbird, The Garvin School of International Management 1978 — 1980
MBA, Marketing/Portuguese
Colby College 1974 — 1978
Bachelor of Arts, Political Science/French
Benchmark Bank, Ohio May 2013 - Present
Fifth Third Bank September 2011 - May 2013
American Eagle Mortgage Co, LLC September 2010 - July 2011
JPMorgan Chase Bank July 2009 - September 2010
National City Mortgage March 2007 - July 2009
Alliance Title Agency 2003 - 2008
Apex Titlte Agency June 2006 - May 2007
Skills
FHA, Mortgage Lending, Refinance, Mortgage Banking, Loans, Loan Origination, First Time Home Buyers, USDA, Mortgage Underwriting, Real Estate, Investment Properties, VA loans, FHA financing, Credit, Residential Mortgages, FNMA, Government Loans, Construction Loans, Foreclosures, REO, Credit Analysis, Banking, Title Insurance, Closings, USDA Rural Housing, 203K, Fannie Mae, Customer Service, Funding, NMLS Licensed, FHLMC, Reverse Mortgages, Home Equity Loans, Referrals, Mortgage Marketing, Commercial Lending, Escrow, Commercial Mortgages, Investors, Loan Servicing, Loss Mitigation, Underwriting, HUD, Consumer Lending
Education
DeVry University 2011 — 2014
BS, Technical Management
Berne Union High School 1988 — 1991
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Ohio University
University of Phoenix
Needham Business Consulting April 2008 - Present
Small Business Trendsetters Magazine February 2014 - Present
First Sun Consulting, LLC- Outplacement Services 2008 - 2011
Nationwide Financial 2007 - 2007
JPMorgan Chase Bank 2003 - 2006
JPMorgan Chase Bank 1996 - 2003
Skills
Marketing Strategy, Entrepreneurship, Strategy, Management Consulting, Social Media Marketing, Business Strategy, Marketing, Business Development, Strategic Planning, New Business Development, Training, Online Journalism, Leadership, Coaching, Small Business Marketing, Mentoring, Business Planning, Book marketing, Public Speaking, Business Coaching, Project Management, Management, Project Planning
Education
Franklin University 2000 — 2004
BS, Bus Administration and HR
University of Colorado 2001 — 2003
Project Management Certification
Navistar International May 2012 - Present
JPMorgan Chase Bank September 2008 - February 2010
HSBC March 2004 - August 2008
Skills
Logistics, Management, Business Strategy, Portfolio Management, Team Leadership, Manufacturing, Cross-functional Team..., Finance, Team Management, Investments, Mortgage Lending, Business Analysis, Loans, Credit, Financial Services, Leadership, Forecasting, Analysis, Risk Management, Process Improvement, Pricing, Operations Management, Cross Selling, Business Planning, Financial Analysis, Business Development, Business Process..., Strategy, CRM
Education
Walden University 2013 — 2015
Graduated, Master of Science Management
Wilberforce University 2012 — 2013
Bachelor of Applied Science (B.A.Sc.), Operations Management and Supervision, 3.8 gpa
Clark State Community College 2010 — 2012
Associate of Science (A.S.), Logistics, Materials, and Supply Chain Management
Miami Dade College July 2011 - Present
Miami Dade College May 2012 - Present
Florida International University, Cuban Research Institute January 2012 - Present
JPMorgan Chase Bank March 2005 - March 2011
BankAtlantic March 2005 - March 2006
Education
Florida International University 2011 — 2012
Bachelor of Arts, International Relations
Miami Dade College 2010 — 2011
Associate in Arts, Political Science
JPMorgan Chase Bank November 2009 - Present
TCF National Bank March 2006 - July 2009
Skills
Loans, Retail Banking, Banking, Credit Analysis, Cross Selling, Project Management, Consulting, Management Consulting, Strategic Financial..., Management, Analysis, Business Analysis, Coaching, Finance, Financial Analysis, Program Management
Education
University of Phoenix 2009 — 2011
Master of Business Administration (M.B.A.)
DePaul University 2005 — 2009
Bachelor of Science (B.Sc.), Mathematics
Virginia Department of Housing and Community Development September 2014 - Present
Friends of Southwest Virginia March 2014 - September 2014
People Incorporated of Virginia March 2008 - February 2014
JPMorgan Chase Bank May 2007 - March 2008
The Mortgage Center March 2004 - May 2007
Sallie Mae, Inc August 2002 - March 2004
Equity One November 1995 - August 2002
Red Oak Restoration August 1990 - November 1994
Skills
Loans, Business Development, FHA, Customer Service, Sales, Strategic Planning, Credit, Budget, Microsoft Word, Coaching, Real Estate, Microsoft Office, New Business Development, PowerPoint, Insurance, Negotiation, Account Management, Microsoft Excel, Investments, Business Planning, Budgets, Finance, Sales Management, Small Business, Banking, Small Business Lending, Nonprofits, Financial Analysis, Risk Management, Entrepreneurship, Commercial Lending, Marketing, Start-ups, Community Outreach, Marketing Communications, Loan Origination, Community Development, Commercial Banking, Credit Analysis, Commercial Mortgages, Consumer Lending, Leadership, Management, Program Management, Public Relations
Education
Emory and Henry College 1989 — 1994
B.S, Business Administration
Patrick Henry High School 1986 — 1989
High School Diploma
Congregation Ohab Zedek October 2012 - Present
JPMorgan Chase March 1983 - Present
JPMorgan Chase Bank March 1983 - October 2012
Skills
Financial Services, Banking, Relationship Management
Education
Columbia University in the City of New York
Doctor of Philosophy (Ph.D.), Anthropology
Nationwide Financial November 2014 - Present
Northwestern Mutual June 2011 - December 2011
JPMorgan Chase Bank February 2009 - December 2009
Delias Inc October 2005 - January 2009
Skills
Sales, Customer Service, Retirement Planning, Strategic Financial..., Microsoft Excel, Microsoft Office, Leadership, Time Management, PowerPoint, Investments, Team Building, Insurance, Financial Analysis
Education
Franklin University 2011 — 2012
Bachelor, Financial Planning
Columbus State Community College 2009 — 2011
Associate of Finance, Finance
Columbus State Community College 2006 — 2009
Associate's degree
Columbus State Community College 2006 — 2008
Associate of Arts, Psychology
High School Rugby
Westerville North
JPMorgan Chase Bank October 2008 - November 2009
Washington Mutual Bank March 1997 - September 2008
Great Western Bank November 1990 - March 1997
Security Pacific National Bank September 1987 - November 1990
May Department Stores Company February 1984 - August 1987
Education
Computer Learning Center
Cornell University
Bachelor of Arts
PMINJ April 2011 - Present
Avaya March 2012 - October 2013
The Rubino OB/GYN Group September 2011 - November 2011
Mba Medical Management September 2011 - November 2011
JPMorgan Chase Bank 2005 - November 2008
IBM Global Services December 2004 - 2005
Computer Sciences Corporation January 2001 - December 2003
DeVry University September 1999 - May 2001
Skills
Telecommunications, Program Management, VoIP, SDLC, Project Management, Avaya, Network Administration, Management Consulting, Technical Support, LAN-WAN, PMP, PMO, Vendor Management, Business Analysis
Education
New Jersey Institute of Technology
Master of Science, Engineering Management
Pratt Institute
Bachelor of Science (B.S.), Electrical Engineering
County College of Morris
Certificate, Electronic Health Record System Technologist
JPMorgan Chase Bank - DAC April 2008 - Present
JPMorgan Chase January 2007 - Present
REM Ohio, Inc February 2004 - Present
Mortgage Home Lending April 2010 - December 2011
JPMorgan Chase Bank January 2007 - April 2010
Accord North America May 2008 - April 2009
Skills
Call Center, Banking, Credit, Customer Service, Consumer Lending, Loans, Retail Banking, Mortgage Lending, Outlook, Lotus Notes, Customer Satisfaction, Series 6, Insurance, Access, Process Scheduler, Analysis, Invoicing, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Training, Data Entry, Leadership, Software Documentation, Sales, Business Analysis, Administration, Team Building, Commercial Banking, Financial Analysis, Customer Retention, Project Management, Time Management, Public Speaking, Teamwork, Management, Strategic Planning, Call Centers
Education
DeVry University 2009 — 2014
Bachelor of Business Administration, Health Services Management
DeVry University-Ohio 2009 — 2014
Healthcare Managment Services (HMS)
NYC Department of Small Business Services August 2012 - Present
NYC Department of Human Resource Administration September 2010 - August 2012
JPMorgan Chase Bank October 2005 - October 2008
JPMorgan April 1998 - October 2006
JPMorgan Chase December 1996 - April 1998
JPMorgan Chase October 1995 - December 1996
JPMorgan Chase September 1993 - October 1995
Skills
Banking, Project Management, Business Analysis, Process Improvement, Leadership, Program Management, Team Building, Customer Service, Coaching, Strategic Planning, Change Management, Training, Operations Management, Microsoft Excel, Cash Management, Analysis, Team Leadership, Management, New Business Development, Budgets, Quality Assurance, Accounting, Event Planning, Research, Sales, Public Speaking, Finance, Human Resources, Business Process..., Risk Management, Business Requirements, Microsoft Office, Performance Management, Investments, Data Analysis, Financial Analysis, Project Planning, Financial Risk, Outlook, Marketing, PowerPoint, Leadership Development, Software Documentation, CRM, Recruiting, Business Development, Relationship Management, Organizational..., Financial Services
Education
City University of New York 2015 — 2017
Master of Arts (M.A.), Urban Studies/Affairs
State University of New York Empire State College 2012 — 2014
BS in Business Management and Economics, Business Administration, Management and Operations
University of Phoenix 2002 — 2009
BA, Business Administration
University of South Florida - College of Business Administration 2006 — 2007
Accounting
The Donnelly Group January 2010 - Present
Trendline Financial Solutions June 2009 - August 2013
JPMorgan Chase Bank August 1993 - January 2009
Bankers Trust 1985 - 1993
Met Life August 1973 - August 1985
Skills
Retirement Planning, Investments, Wealth Management, Financial Services, Retirement, Pensions, 401k, Financial Advisory, Hedge Funds, Strategic Financial..., IRAs, Business Planning, Banking, Real Estate, Equities, Mutual Funds, Selling, Marketing, Asset Management, Financial Planners, Investment Management, Financial Analysis, Employee Benefits, Portfolio Management, ETFs, Insurance, Wealth Management..., Residential Homes, Asset Managment, Real Estate Transactions, Investment Advisory, High Net Worth..., Asset Allocation, Investment Strategies, Relationship Management, Estate Planning, FINRA, Fixed Annuities, Life Insurance, Real Estate License, Short Sales, Foreclosures, Series 7, Real Estate Economics, CRM, Financial Planning
Education
Fairfield University 1969 — 1973
BA, Economics
Garden City High School 1965 — 1969
Genera, General
Stearns Lending (NMLS #1854) November 2014 - Present
JPMorgan Chase Bank April 2012 - November 2014
Federal Home Loan Bank of Chicago 2010 - 2012
Skills
Banking, Mortgage Lending, Credit Analysis, Loans, Credit, Underwriting, Mortgage Banking, Process Improvement, Credit Risk, Risk Management, Financial Risk, Portfolio Management, Commercial Banking
Education
DePaul University
Finance, General
Waubonsee Community College
Associate of Arts (A.A.)
TimePiecesNow LTD October 2013 - Present
Time Pieces Now LTD January 2012 - October 2013
The Bank of New York May 2006 - January 2012
JPMorgan Chase Bank May 2006 - October 2006
Au Bon Pain Inc November 2004 - May 2006
Smith Barney January 2004 - May 2004
Skills
Finance, Corporate Finance, Banking, Sales, Management, Accounting, Operations Management, Business Strategy, Negotiation, Strategic Planning, Due Diligence, Leadership, Training, Team Building, Auditing, Analysis, Strategy, Microsoft Excel, Business Development, Business Planning, New Business Development, Retail
Education
CUNY Brooklyn College 2002 — 2004
Bachelor of Science, Management and Finance
City University of New York-Brooklyn College 2000 — 2004
Finance, Finance
Key Bank May 2015 - Present
JPMorgan Chase Bank February 2005 - May 2015
Skills
Banking, Loans, Retail Banking, Consumer Lending, Customer Service, Credit, Small Business Lending, Lines Of Credit
Education
Clarion University of Pennsylvania 1987 — 1991
Bachelor of Science (B.S.), Psychology
Citi August 2015 - Present
Citi 2011 - August 2015
Citi 2010 - 2011
Sirion Therapeutics 2008 - 2010
HSBC Mortgage Services 2004 - 2007
JPMorgan Chase Bank 2003 - 2004
JPMorgan Chase Bank 1998 - 2003
Skills
Forecasting, Management, Leadership, Analysis, Business Development, Product Management, Financial Modeling, Sales Operations, Budgets, Finance, Data Analysis, Analytics
Education
Fordham University 2000 — 2004
Master, Business Administration; Finance
University of Florida 1992 — 1996
Bachelor of Arts, Business Administration
JP Morgan Chase Bank July 2011 - Present
JPMorgan Chase Bank July 2011 - May 2012
Loan Link Financial Services December 2002 - June 2011
Loan Link Financial Services January 2002 - December 2002
Centex Home Equity 2001 - 2002
Life Bank 1998 - 2001
Skills
Mortgage Lending, Marketing Strategy, Profit Maximization, Leadership, Public Speaking, Educator, Mentor, Strategic Partnerships, Sales, Business Alliances, Market Penetration, Mortgage Lending Advisor, Affordable Housing, Down Payment Assistance, Event Planning, Construction Loans, Land Development, Military Liaison, Nonprofits, Commercial Lending, Program Management, Asset Management, Home Builders, First Time Home Buyers, Union Liason, Multi-Cultural Team..., Real Estate, Management, Business Development, Marketing, Credit, Mortgage Banking, Banking, Sales Management, Loans, Consumer Lending, Loan Origination, Coaching, Advocacy
Education
Chase Bank Company Sponsored Training- 94 hours 2011 — 2014
Mortgate operations, regulatory compliance, banking, internal systems, and training techniques, Mortgage, banking, financial support services, real estate, building a
Fisher College
Marketing and Merchandising, Specialized Sales, Merchandising and Marketing Operations
JPMorgan Chase Program MangerJP Morgan Chase2000 - Present
JP Morgan 2000 - 2009
JPMORGAN CHASE BANK 2000 - 2008
Cambridge Technology Partners December 1999 - March 2001
Education
DePaul University
JPMorgan Chase January 2009 - June 2009
JPMorgan Chase Bank January 1997 - January 2009
JPMorgan Chase Bank January 1993 - January 1997
Skills
Banking, Credit, Analysis, Team Building, Customer Service, Risk Management, Business Process..., Payments, Leadership, Training, Management, Microsoft Excel, Accounting, Negotiation, Process Improvement, Finance, Vendor Management
Education
City University of New York City College 1981 — 1983
Business Admin./Accounting
York College
BS, Accounting/Business Admin
iTalent Consulting Group July 2012 - Present
Independent Financial Advisor August 2008 - Present
United States Air Force January 1989 - Present
Bank of America 2010 - 2012
United States Census Bureau February 2009 - May 2010
JPMorgan Chase Bank July 2007 - August 2008
Merrill Lynch June 2006 - October 2006
Boehringer Ingelheim Pharmaceuticals July 2003 - October 2005
Novartis Pharmaceuticals June 2001 - March 2003
World Lending Group January 2000 - January 2001
Skills
Insurance, Investments, Customer Service, Risk Management, Training, Sales, Recruiting, Finance, Business Development, Budgets, Workshop Facilitation, Marketing, Teamwork, Change Management, Human Resources
Education
California State University
Bachelor of Science, Kinesiology
Community College of the Air Force
Information Management
Internship, Long Beach Memorial Medical Center
IT Process Improvement Quality Assurance Leaders in Long Island NY 2015 - Present
Play To Win Investments, Inc. May 2009 - Present
SXC Health Solutions March 2006 - April 2009
Lifetree Technology June 2005 - February 2006
JPMorgan Chase Bank September 2003 - June 2005
Cablevision September 2001 - April 2002
Aether Systems (Formerly RTS Wireless, Inc.) October 2000 - August 2001
Reuters August 1987 - September 2000
Skills
IT Management, Process Improvement, Software Quality..., PMO, Project Governance, IT Governance, Compliance, CMMI, Six Sigma, Sarbanes-Oxley Act, Problem Solving, Process Engineering, SDLC, Business Process..., Project Assurance, IT Audit, IT Strategy, Change Management, Leadership, Business Analysis, Team Leadership, Strategic Planning, Team Building, Coaching, Mentoring, Software Development, Quality Assurance, Management, Vendor Management, Strategy, Project Management, Program Management, Risk Management, Requirements Analysis, Testing, Integration, Cross-functional Team..., Operations Management, Data Analysis, Telecommunications, Analytics, Social Media, Financial Risk, Technical Analysis, MS Project, PMP, Healthcare IT, Traders, Risk, Electronic Trading
Education
University of Phoenix 1994 — 1997
MBA, Management
New York Institute of Technology 1976 — 1979
BT, Electro-Mechanical Computer Technology
Del Mar College 1973 — 1976
AAS, Electronics Engineering Technology
Briarcliffe College 2002 — 2002
Diploma, Computer Programming
Wells Fargo Advisors, LLC March 2013 - Present
JPMorgan Chase Bank May 2011 - March 2013
University of Colorado January 2011 - May 2011
Wells Fargo Bank July 2006 - January 2011
University of Colorado Colorado Springs January 2008 - January 2009
Bank of America January 2006 - July 2007
Skills
Leadership, Marketing, Coaching, Customer Service, Public Speaking, Strategic Planning, Event Planning, Negotiation, Human Resources, Process Management, Relationship Management, Photography, Communication
Education
University of Colorado Colorado Springs 2008 — 2014
Bachelor of Arts (B.A.), Cultural Anthropology, Cum Laude
Florida SouthWestern State College 2005 — 2012
Visual and Performing Arts, 4.0
The DARTON GROUP for TIAA-CREF February 2015 - Present
Wells Fargo June 2013 - December 2014
Bank of America August 2012 - June 2013
Wells Fargo Bank March 2011 - August 2012
Bank of America Merrill Lynch August 2007 - December 2010
JPMorgan Chase Bank May 2000 - April 2007
Dixon Hughes, PLLC June 1997 - March 2000
Skills
Banking, Business Process, Risk, Fixed Income, Documentation, Process Mapping, Building Relationships, Client Retention, Project Planning, Project Implementation, Leadership Development, Mentoring, Data Analysis, Technical Analysis, Compliance, External Audit, Software Documentation
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2011
Masters, MBA - Finance Concentration
Clemson University 1992 — 1997
B.A, Speech & Communications Studies
JPMorgan Chase Bank August 1995 - August 2015
Skills
Management, Customer Service, Banking
Education
Columbus College of Art & Design
Illustration, Advertising, Photography and Fine Art
Nationwide Financial, a Nationwide Insurance Company January 2012 - Present
JPMorgan Chase Bank September 2008 - December 2011
New York Life Insurance Co December 2006 - April 2008
DeVry University August 2005 - November 2006
DeVry University January 2003 - August 2005
LaSalle Bank, N.A. January 2001 - January 2003
Skills
Investments, Retirement Planning, Insurance, Banking, Business Planning, Estate Planning, Credit, Savings, Income Protection, Retirement Income..., Wealth Preservation, Annuities, Insurance Planning, Series 6, Series 63, Series 65, Leadership, Sales, Retirement, Financial Planning, Financial Services, Customer Service, Financial Analysis, Finance, Analysis
Education
Keller Graduate School of Management of DeVry University 2008 — 2009
MBA, Finance
DeVry University 2003 — 2005
Bachelors, Business Information Systems
FINRA
Series 6
FINRA
Series 63
FINRA
Series 65
State of IL
Life and Health Insurance License
JPMorgan Chase Bank July 2005 - Present
JPMorgan Chase 2007 - 2008
Select Bank September 2003 - July 2005
Great American Acceptance 2000 - 2005
Skills
Credit
Education
Davenport University 1992 — 2000
Business, Business
Catholic Central High School 1988 — 1992
DKB Household USA January 2015 - Present
Crystal Parker Photography August 2012 - Present
Apple September 2011 - January 2015
Best Buy May 2010 - September 2011
JPMorgan Chase Bank January 2009 - May 2010
Skills
Digital Photography, Apple Certified, Time Management, Creative Problem Solving, Integrity, Mac, Visual Arts, Fine Art, Customer-focused Service, Troubleshooting, Sales, Waitressing, Teller Operations, OS X, iOS, iPad, iPhone, Mac OS, Training, iWork, Aperture, iLife, Keynote, Photography, Apple Aperture, iMovie, Computer Repair, iTunes, Social Media Marketing, Lightroom, Digital Imaging, Computer Hardware, iPhone Support, Image Editing, Printers, Hardware, Customer Experience, iPhoto, Portrait Photography, Apple Certified..., Image Manipulation, Event Photography, Software, iPod, Entrepreneurship, Fine Art Photography, Photoshop, Canon
Education
Everett Community College 2010 — 2014
Associate of Arts (AA), Photography, 3.9
Enterprise High School 2000 — 2004
High School Diploma, General Education, 3.8
JPMorgan Chase Bank June 2010 - Present
BankAtlantic February 2006 - May 2010
Skills
Small Business Lending, Loans, Cross Selling, Credit, Retail Banking, Portfolio Management, Sales, Small Business, Business Development, Commercial Lending, Committed to..., Finance, Follow Through, Relationship Management, Work Ethic
Education
Florida Atlantic University 2002 — 2005
Business Admisnistration, International Business And Trades
GM Financial October 2014 - Present
JPMorgan Chase Bank August 2011 - October 2014
Mercedes Benz Financial USA July 2001 - June 2006
Mercedes Benz Financial USA October 1999 - July 2001
Mercedes Benz Financial USA March 1998 - October 1999
Mercedes Benz Financial USA January 1996 - March 1998
Skills
Credit, Financial Analysis, Finance, Loans, Portfolio Management, Process Improvement, Underwriting, Risk Management, Banking, Customer Satisfaction, Customer Service, Forecasting, Credit Risk, Insurance, Accounts Receivable, Accounting, Budgets, Relationship Management, Credit Analysis, Management, Leadership, Call Centers, Analytics, Sales, Financial Services, Financial Risk, Analysis, Pricing, Commercial Lending, Team Building, Consumer Lending, Financial Modeling, Cash Management, Business Analysis, Customer Retention, Business Process...
Education
Elmhurst College
BS, Business Administration
J.P. Morgan Chase August 2014 - Present
J.P Morgan Chase Bank July 2012 - July 2014
JPMorgan Chase Bank September 2010 - June 2012
JPMorgan Chase May 2009 - September 2010
Education
Florida International University - College of Business 2007 — 2009
Bachelor's Degree, Finance
Ferreri Search December 2014 - Present
Insperity December 2013 - December 2014
Service Express, Inc. May 2012 - October 2013
Apex Systems December 2006 - May 2012
SunTrust Mortgage November 2005 - December 2006
JPMorgan Chase Bank November 2004 - November 2005
Skills
Business Services, Recruiting, Cold Calling, New Business Development, Account Management, CRM, Sales, Leadership, Management, Customer Service, Sales Management, Business Development, Solution Selling, Human Resources, Sales Process, Team Leadership, Contract Negotiation, Customer Retention, Project Management, Team Building, Data Center, Strategic Planning, Process Improvement, Training, Telecommunications
Education
East Carolina University 2000 — 2004
BSBA, Marketing
East Carolina University - College of Business 2000 — 2004
Bachelor of Science, Business Administration; Marketing
Furniture World Superstore September 2010 - Present
Kroger Company September 2009 - February 2010
JPmorgan Chase Bank December 2000 - March 2008
Thoroughbred Chevrolet May 1999 - December 2000
Thoroughbred Chevrolet May 1999 - December 2000
Matsushita Appliance Corporation August 1994 - May 1999
Skills
Data Entry, Word, Administration, Customer Satisfaction, Teamwork, Sales, Customer Service, Team Building, Retail, Training, Inventory Management, Management, Analysis, Merchandising, Visual Merchandising, Inventory Control, Store Management, Retail Sales, Sales Operations, Employee Training, Leadership
Education
Eastern Kentucky University 1974 — 1983
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Eastern Kentucky University 1974 — 1982
BBA Administrative Management, Business
Eastern Kentucky University 1974 — 1982
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
JPMorgan Chase September 2013 - Present
JPMorgan Chase Bank April 2012 - September 2013
Skills
Small Business Lending, Consumer Lending, Series 6, Loans, Lines Of Credit, Cross Selling, Credit, Commercial Banking, Credit Analysis, Retail Banking, Banking, Mortgage Lending, Underwriting, Commercial Lending, Loan Origination, Financial Analysis, Treasury Services, Problem Resolution, Loan Servicing
Education
Florida Atlantic University 2013 — 2016
Masters in Accounting, Accounting
Florida Atlantic University
Bachelor of Business Administration (B.B.A.)
Bank of America December 2011 - Present
Fifth Third Bank June 2011 - December 2011
JPMorgan Chase Bank April 2011 - June 2011
JPMorgan Chase Bank September 2010 - March 2011
JPMorgan Chase Bank March 2007 - September 2010
Franklin Bank January 2005 - March 2007
Republic Bank May 2001 - January 2004
Skills
Banking, Credit, Finance, Portfolio Management, Commercial Banking, Loans, Commercial Lending, Consumer Lending, Credit Analysis, Financial Analysis, Management, Sales, Small Business Lending, Underwriting
Education
Ferris State University 1997 — 2001
B.A, Finance
Lumen Christi High School 1987 — 1991
Broadridge Financial Solutions November 2009 - Present
JPMorgan Chase Bank October 1983 - December 2008
Skills
MS Project, SDLC, COBOL, Quality Assurance, Software Development, Documentation, Requirements Analysis, Visio, Process Improvement, Excel, PL/SQL
Education
LIU Post 1988 — 1995
MS, Software Engineering/Accounting
Hofstra University 1985 — 1987
BAA, Business Computers
Farmingdale State College 1978 — 1980
AS, Data Processing
Berner High School 1974 — 1978
Avis Budget Group 2010 - Present
Brightwater Capital, LLC 2005 - 2010
JPMorgan Securities 2003 - 2005
JPMorgan Chase Bank 1996 - 2003
Education
Fairfield University
JPMorgan Chase January 2009 - Present
JPMorgan Chase September 2008 - Present
WaMu/Chase May 2006 - Present
JPMorgan Chase 2003 - Present
JPMORGAN CHASE BANK May 2006 - August 2009
JPMorgan Chase May 2003 - February 2006
HSBC BANK May 2002 - April 2003
Fleet Bank March 2001 - May 2002
Citibank March 2000 - March 2001
Citibank November 1993 - March 2001
Skills
Banking, Coaching, Business Development, Loans, Insurance, Portfolio Management, Leadership, Social Networking, Investments, Entrepreneurship, Small Business, Employee Benefits, New Business Development, Sales, Relationship Management, Credit, Management, Mergers & Acquisitions, Training, Cold Calling, Sales Process, Finance, Team Building, Financial Services, Business Planning, Strategy, Risk Management, Strategic Planning, Retail Banking, Negotiation
Education
City University of New York-Brooklyn College
BA, Economics
Utica College
Diploma Program, Financial Crime Investigations/Compliance
JPMorgan Chase Bank. July 2012 - Present
AIG 2014 - 2015
AIG 2014 - 2015
IT Risk Management Services January 2009 - July 2012
National Stock Exchange June 2007 - December 2008
Citigroup February 2002 - June 2007
Citicorp - Citibank February 1996 - February 2002
Salomon Brothers April 1993 - February 1996
Skills
Information Security..., Auditing, IT Management, GLBA, NIST, Privacy, SOX, Risk, Sarbanes-Oxley Act, Financial Risk, Privacy Law, Service Management and..., Information Security, Risk Management, Change Management, Security, Disaster Recovery, ITIL, SDLC, Governance, Application Security, IT Audit, Vendor Management, Program Management, Business Continuity, IT Strategy, Enterprise Risk..., CISA, Risk Assessment, Information Technology, ISO 27001, Internal Controls, Business Process..., Project Management, Enterprise Architecture, Iso 9000, Certifications, ISO 14971, PCI DSS, Process Improvement, Strategy, Business Continuity..., Enterprise Software, Computer Security, Management, Consulting, Leadership, Financial Services, Business Analysis, Executive Management
Education
City University of New York
MS, Information Systems
City University of New York
BS, Psychology (industrial, man-machine), Electrical Engineering and Computer Sciences
City University of New York City College
Master's Degree, Information Systems, Database Security and Design
Zions First National Bank August 2014 - Present
The Bank of New York Mellon Trust Company, N.A. October 2010 - May 2014
BNY Mellon 2000 - 2009
JPMorgan Chase Bank June 1994 - May 2000
LaSalle Bank 1979 - 1994
Union National Bank of Joliet 1975 - 1978
Skills
Process Improvement, Credit, Public Finance, Investments, Management, Fixed Income, Due Diligence, Series 7, Securities, Asset Management, Banking, Bonds, Sales, Capital Markets, Finance, Loans, Commercial Banking, Investment Banking, Mergers & Acquisitions, Budgets, Portfolio Management
Education
DePaul University 1982 — 1986
Business
UTC Aerospace Systems May 2014 - Present
JPMorgan Chase Bank April 2012 - June 2013
Envision Experience February 2010 - August 2011
Miami University August 2008 - August 2010
Miami University 2007 - 2007
Florida State University October 2003 - June 2006
Panasonic Automotive Systems 2001 - 2003
Skills
Economics, Research, Analysis, Coaching, Public Speaking, Team Building, Leadership, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Problem Solving, Banking, Teamwork, Statistics, Forecasting, Matlab, Project Planning, Project Management, Teaching
Education
Miami University 2008 — 2010
Masters, Economics
Clark Atlanta University 1999 — 2003
Bachelor of Science, Electrical Engineering
Astoria Federal Savings June 2007 - December 2011
JPMORGAN CHASE BANK November 2004 - May 2007
JPMORGAN CHASE BANK November 2002 - October 2004
JPMORGAN CHASE BANK January 1998 - October 2002
JPMORGAN CHASE BANK November 1992 - December 1997
JPMORGAN CHASE BANK January 1991 - October 1992
JPMORGAN CHASE BANK May 1989 - December 1990
EUROPEAN AMERICAN BANK May 1985 - April 1989
ATLANTIC BANK May 1975 - April 1985
Skills
Customer Satisfaction, Coaching, Back Office, Credit, Management, Loans, Fixed Income, Leadership, Small Business Lending, Fraud, Marketing, Fixed Annuities, Forecasting, Access, CRM, Commercial Banking, Training, Recruiting, Human Resources, Banking, Investment Banking, Life Insurance, Branch Management, Risk Assessment, Portfolio Management, Core Banking, Credit Analysis, Customer Service, Retail Banking, Cross Selling, Commercial Lending, Relationship Management, Commercial Mortgages, Lines Of Credit, Consumer Lending, Mortgage Lending, Finance, Branch Banking, Loan Origination, Financial Services, Deposits, Mortgage Banking, Credit Cards, Cash Management, Underwriting, Financial Risk, Risk Management, Credit Risk, Treasury Management, Sales
Education
City University of New York
Bachelor of Science, Education
City University of New York
Calyx Software December 2012 - Present
Talbots NorthPark November 2010 - August 2013
CG & Associates Realty Advisors February 2011 - November 2012
JPMORGAN CHASE BANK September 2002 - July 2008
JPMorgan Chase Bank September 2002 - July 2008
Countrywide Home Lending February 1999 - August 2002
Associates Financial Services Co April 1995 - January 1999
Skills
Mortgage Lending, FHA, Loans, Loan Origination, Underwriting, Finance, Software Documentation, Customer Service, Microsoft Excel, Outlook, Financial Analysis, Management, Sales, Marketing, Team Building, Insurance, Microsoft Office, Real Estate, Strategic Planning, Consumer Lending
Education
Grambling State University 1986 — 1991
Bachelor of Science, Management
Grambling State University
A.A, Management; Word Processing
BUSINESS MANAGEMENT CENTER 1982 — 1986
Diploma, General Business
JPMorgan Chase Bank May 2010 - Present
Education
Delaware Valley University 2007 — 2009
Bachelor’s Degree, Biology, General
Haverford College 2002 — 2006
Bachelor’s Degree, Physics
Mitsubishi UFJ Trust & Banking Corporation March 2014 - Present
Hewlett-Packard July 2010 - January 2014
Bank of America January 2009 - June 2010
Merrill Lynch May 2007 - December 2009
ThruPoint, Inc March 2007 - May 2007
JPMorgan Chase Bank January 2000 - December 2006
McKinsey & Company 1996 - 2000
CIGNA June 1994 - September 1996
Skills
IT Strategy, VoIP, Disaster Recovery, Business Continuity, Information Technology, Information Security..., Data Center, Vendor Management, Infrastructure, IT Management, Product Management, Enterprise Architecture, IT Service Management, ITIL, IP, PMO, Networking, IT Audit, Information Security, Consulting, RFP, Network Engineering, Cisco Technologies, Risk Management, PMP, Security, Network Security, Network Design, Business Strategy, Solution Architecture, Operational Risk..., IT Risk Management, Managed Services, Service Delivery..., Team Leadership, Product Development, Cost Management, Governance, COBIT, CISA, Business Transformation, Unified Communications, Identity Management, Firewalls, Pre-sales, IT Transformation, CISSP, Internal Audit
Education
New York University - Polytechnic School of Engineering 1998 — 2000
Master of Science (MS), Information Systems Engineering
SUNY Polytechnic Institute 1992 — 1994
Bachelor of Science (B.S.), Telecommunications Engineering
City University of New York 1988 — 1991
Electro-Mechanical Engineering
La Senza August 2014 - May 2015
Express 2011 - June 2014
Alliance Data 2010 - 2011
Measurable Results, LLC. 2006 - 2010
Limited Brands 2006 - 2009
Sequent 2005 - 2006
JPMorgan Chase Bank 2003 - 2005
Worthington Industries 2000 - 2003
SARCOM Enterprise Education 1997 - 2000
Dension University 1995 - 1997
Skills
Program Management, Project Management, Strategic Planning, Business Alignment, Portfolio Management, Business Process..., Change Management, Organizational..., Contract Management, Process Management, ERP, Business Process, Project Planning, Team Building, PMO, Leadership, CRM, Process Improvement, Management, Outsourcing, Strategy, Training, Six Sigma, Requirements Analysis, Software Documentation, Business Development, Business Strategy, Cross-functional Team..., Enterprise Software, Quality Assurance, Consulting
Education
Eastern Illinois University 1995 — 1996
MSEd
South Dakota State University 1989 — 1994
Bachelor’s Degree
The Ohio State University Fisher College of Business
St. Joseph's College September 2012 - Present
Atlantic State Partners, LLC April 2006 - Present
JPMorgan Chase March 2005 - March 2006
JPMorganChase 1982 - 2006
JPMorgan 1982 - 2006
JPMorgan Chase Bank January 2002 - March 2005
JPMorgan Chase Bank May 1999 - January 2002
The Chase Manhattan Bank 1996 - 1999
Federal Reserve Bank of New York 1980 - 1982
Skills
Mergers & Acquisitions, Joint Ventures, Divestitures, Valuation, Negotiation, Due Diligence, Corporate Development, Finance, Mergers, Strategy, Wealth Management, Securities, Investment Banking, Banking, Asset Management, Investments, Financial Services, Structured Finance, Portfolio Management, Asset Managment, Private Equity, Business Planning, Cash Management, Capital Markets, Management, Venture Capital, Acquisitions, Hedge Funds, Trading, Investment Management, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1988 — 1993
MBA, Finance
Georgetown University 1976 — 1980
BA, Economics
Xaverian High School 1972 — 1976
TEKsystems at Nationwide Financial February 2015 - Present
Ascena Retail Group, Inc. January 2014 - June 2014
The Ohio State University Wexner Medical Center October 2012 - June 2013
JPMorgan Chase May 2012 - July 2012
Nationwide Insurance March 2010 - March 2012
Nationwide June 2006 - March 2010
JPMorgan Chase Bank 2003 - 2005
Skills
Business Analysis, Process Improvement, Requirements Gathering, Project Management, Vendor Management, Business Requirements, Visio, Requirements Analysis, Business Process..., PMO, Budgets, Leadership, Project Portfolio..., Integration, Project Planning, Resource Management, Project Delivery, Program Management, Analysis, Software Documentation, Team Building, MS Project, Business Process, Strategy, IT Strategy, Business Intelligence, Change Management, Financial Analysis, SharePoint, ITIL
Education
University of Wisconsin-Madison 1985 — 1989
Bachelor of Science (BS), Interior Design / Consumer Science
DeVry University-Ohio 2000 — 2001
IT Diploma, Web Design
Bank of America July 2010 - Present
JPMorgan Chase March 2010 - July 2010
JPMorgan Chase Bank September 2005 - September 2008
JPMorgan Chase September 2002 - August 2005
JPMorgan Chase April 2001 - September 2002
Bank One April 2000 - April 2001
HomeAlliance Mortgage Company December 1998 - March 2000
First Street Mortgage August 1998 - November 1998
Approved Financial September 1997 - August 1998
Equicredit 1995 - 1997
Skills
Credit, Mortgage, Loans, Contract Negotiation, Underwriting, Mortgage Lending, Portfolio Management, Process Improvement, Leadership, Financial Services, Refinance, FHA
Education
East Tennessee State University 1988 — 1990
BBA, Finance
University of Phoenix 2003 — 2005
MBA, General MBA
E.C. Glass 1980 — 1984
High School Diploma
ESPN May 2015 - Present
MTV Networks September 2007 - May 2015
BMG Columbia House, Bertelsmann 2005 - 2007
JPMorgan Chase Bank September 1999 - January 2005
Skills
Training, Product Management, Film, Digital Strategy, Competitive Analysis, Event Planning, Visio, Management, Event Management, Digital Media, Entertainment, Operations Management, Public Relations, Direct Marketing, Television, Social Media, Social Media Marketing, Marketing, Digital Marketing
Education
Colgate University 1995 — 1999
BA, Sociology, Economics
JPMorgan Chase & Co. January 2014 - Present
JPMorgan Chase Bank June 2007 - January 2014
JPMorgan Private Bank December 1999 - June 2007
Samuel, Son & Co., Limited 1998 - 1999
Skills
Banking, Customer Service, Marketing, Financial Services, Personal Finance, Culinary Skills, Food Service, Treasury Management, Relationship Management, Credit Cards, Commercial Banking, Portfolio Management, Retail Banking, Finance, Securities
Education
Goldey Beacom College 1995 — 1999
Bachelor Degree of Science in Business Administration, Concentration in International Business Management, GPA 3.60/4.0
George Brown College 2007 — 2014
Chef Certificate & Baking Arts Certificate
Lancaster Catholic High School 1991 — 1995
JP Morgan Vice PresidentJP Morgan Chase & Co.1994 - Present
JPMorgan Chase Bank 1994 - Present
JPMorgan Chase 1994 - Present
The Chase Manhattan Bank 1994 - Present
JPMorganChase 1994 - Present
JPMorganChase Bank 1994 - Present
Education
Fordham Gabelli School of Business 1980 — 1982
Invesco Ltd. June 2010 - Present
Van Kampen Investments March 2006 - June 2010
JPMorgan Chase Bank September 1998 - September 2005
Skills
Loans, Credit, Risk Management, Credit Risk, Financial Risk
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1999 — 2001
MBA, Business Administration
Northern Illinois University 1994 — 1998
BS, OMIS
Independent Metal Sales & IMS Processing July 2015 - Present
300SL Advisory LLC July 2014 - Present
Veterinary Nutrition Essentials 2004 - Present
Burnham Securities Inc. 2010 - June 2014
The Royal Bank of Scotland 2005 - 2009
JPMorgan Chase Bank 1996 - 2004
The Chase Manhattan Bank 1989 - 1996
General Electric 1985 - 1988
Skills
Mergers & Acquisitions, Valuation, Leveraged Finance, Management, Equities, Finance, Investment Banking, Corporate Finance, Financial Modeling, Capital Markets, Restructuring, Due Diligence, Financial Analysis, Mergers, Structured Products, Series 7
Education
Duke University - The Fuqua School of Business 1988 — 1989
MBA, Finance and Marketing
Duke University 1980 — 1984
AB, Economics and Political Science
Walnut Hills High School 1976 — 1980
JPMorgan Chase Bank July 2013 - Present
JPMorgan Chase Bank March 2012 - July 2013
JPMorgan Chase Bank April 2009 - April 2012
JPMorgan Chase Bank July 2007 - April 2009
The Marketing Store Worldwide May 2005 - August 2006
Skills
Banking, Commercial Banking, Finance, Marketing
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2007
BS, Finance
City University London 2006 — 2006
Finance
UBS AG April 2015 - Present
UBS AG October 2013 - Present
UBS November 2012 - October 2013
UBS AG January 2011 - November 2012
UBS Investment Bank November 2008 - January 2011
UBS AG January 2005 - January 2009
UBS AG 2005 - 2006
JPMorgan Chase Bank 2001 - 2005
Skills
Capital Markets, High Yield, Loans, Credit, Trading, Operations, Operations Management, Client Service, Process Development, Investment Banking, Team Leadership, Distressed Debt, Chapter 11, Syndications, Leveraged Finance, Fixed Income, Financial Services, Client Services
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Corporate Finance, Finance
Fordham University 2001 — 2002
MA, Economics
JPMorgan Chase Bank Vice PresidentJP Morgan Chase1995 - Present
Education
University of Wisconsin-Madison 1990 — 1994
BA, Economics and Spanish
DePaul University - Charles H. Kellstadt Graduate School of Business
Calyon Corporate and Investment Bank 2007 - 2007
Ernst & Young 2004 - 2006
JPMorgan Chase Bank 2003 - 2003
Skills
Auditing, IFRS, Financial Accounting, Accounting, Financial Modeling, Internal Controls, Corporate Finance, Financial Reporting, Financial Analysis, Valuation, US GAAP, Sarbanes-Oxley Act, Business Valuation, Internal Audit
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2014
PhD, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2007 — 2008
MS, Accountancy
University of Illinois at Urbana-Champaign - College of Business 2006 — 2007
MS, Finance
Fudan University 2000 — 2004
BA, Financial Management
University of Illinois at Urbana-Champaign
Charlotte County Public Schools February 2007 - Present
JPMorgan Chase Bank October 2002 - December 2006
American Institute of Physics January 2006 - August 2006
Skills
Editing, Microsoft Office, Research, Social Media, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Blogging, Technical Writing, Creative Writing, Outlook
Education
Dowling College 1998 — 2006
Bachelor's degree, English Language and Literature, General
SUNY Farmingdale 1994 — 1997
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
JPMorgan Chase & Co. August 2014 - Present
JPMorgan Chase Bank April 2008 - August 2014
Skills
Credit, Retail Banking, Loans, Commercial Banking, Relationship Management, Cross Selling
Education
The College of New Rochelle 2010 — 2015
Master's degree, Mental Health Counseling/Counselor
City University of New York-John Jay College of Criminal Justice 2000 — 2004
Bachelor of Arts (B.A.), Forensic Psychology
JPMorgan Chase Bank April 1997 - Present
Instituto del Progreso Latino 2008 - October 2014
JPMorgan Chase March 2008 - September 2012
Skills
Financial Analysis, Wealth Management, Trust and Estate...
Education
University of Illinois at Chicago 1990 — 1994
B.A., Political Science, Criminal Justice
Cannon Institute
CTFA, Certified Trust and Financial Advisor
DePaul University 2003 — 2005
CFP, Candidate for Certified Financial Planner
JPMorgan Chase & Co. January 2009 - Present
JPMorganChase January 2003 - December 2008
JPMorgan Chase Bank February 1997 - December 2002
Education
Dowling College 1992 — 1996
KeyBank June 2013 - Present
JPMorgan Chase March 2004 - June 2013
JPMorgan Chase Bank June 1999 - March 2004
JPMorgan Chase June 1997 - June 1999
NBD Bank 1995 - 1995
NBD Bank 1995 - 1995
NBD Bank 1995 - 1995
Education
Walsh College of Accountancy and Business Administration 1994 — 1998
Master's degree, Corporate Finance
Eastern Michigan University 1984 — 1989
BBA, Accounting
Union Bank October 2013 - November 2014
US Bank September 2009 - May 2013
JPMorgan Chase Bank June 2004 - March 2007
Bank One September 1999 - June 2004
First Chicago NBD September 1996 - August 1999
First Chicago Bank January 1982 - September 1996
Skills
Cash Management, Banking, Commercial Lending, Commercial Banking, Treasury Management, Payments, Loans, Credit
Education
De La Salle University 1977 — 1981
Marketing Management, Commerce
De La Salle University
BS in Commerce, Marketing Management
JPMorgan Chase February 2011 - Present
JPMorgan Chase November 2007 - Present
JPMorgan Chase Bank 2007 - Present
Weiss Benjamin Gussin Block LLC December 1978 - October 2007
Skills
Wealth Management..., Management, CPA, Accounting, Trusts, Estate Tax Planning, Estate Planning, Asset Managment, Income Tax, Finance, Retirement, Securities, Investments, Wealth Management, Mergers & Acquisitions, Strategic Planning, High Net Worth..., Portfolio Management
Education
DePaul University College of Law 1980 — 1984
Verizon Telecom April 2009 - Present
JPMorgan Chase Bank May 2006 - November 2008
Coastal Funding Group February 2005 - May 2006
Homestead Lending Corporation 2000 - 2005
Skills
Account Management, Sales, Marketing, Telecommunications, Sales Operations, Finance, Time Management, Loans, Project Management, Analysis, Selling, Team Building, Mortgage Lending, Management, Strategic Planning, Sales Management
Education
University of South Florida 1997 — 1999
Bachelors, Finance
Eastern Florida State College 1995 — 1996
Associates of Arts, Business
JPMorgan Chase Project ManagerJPMorganChase1999 - Present
JPMORGAN CHASE BANK 1997 - Present
Skills
Business Analysis, Business Intelligence, Enterprise Architecture, PMO, SDLC, Risk Management, Requirements Gathering, Banking, Vendor Management, Requirements Analysis, Process Improvement, Program Management, Project Delivery, Project Portfolio..., Data Warehousing
Education
Columbus State Community College 1994 — 1996
JPMorgan Chase Bank NA July 2010 - Present
JPMorgan Chase Bank November 2007 - July 2010
Lincoln Financial Group May 2006 - October 2007
Connor Concepts, The Chop House August 2000 - May 2006
Skills
Consumer Lending, Loans, Small Business Lending, Series 6, Credit, Series 7, Series 66, Series 63, Life Insurance License, Business Banking, Consumer Banking, Inventory Management, Profit & Loss Management, Employee Relations, Hiring/firing, Staff Scheduling, Building Customer..., Retirement Planning, Relationship Management, Insurance, Wealth Management, Investment Advisory, Portfolio Management, Securities, Financial Advisory, IRAs, Asset Allocation, Retirement, Fixed Annuities, Asset Management, Strategic Financial...
Education
University of Kentucky 2000 — 2003
Bachelor of Science, Finance
Georgetown College 1998 — 1999
JPMorgan Chase July 2012 - Present
JPMorgan Chase Bank October 2009 - June 2012
New York Life March 2008 - October 2009
WRGP Radiate FM January 2007 - April 2007
WRGP Radiate FM August 2006 - January 2007
Education
Florida International University 2003 — 2007
Bachelor of Arts, Economics
Pelham Memorial High School 1999 — 2003
JPMorgan Chase Bank November 2008 - Present
Washington Mutual Bank July 2000 - November 2008
Hunton & Williams 1995 - 2000
Powell Goldstein LLP n/k/a Bryan Cave, LLP September 1992 - March 1995
Skills
Litigation Management, Privacy, Internal Investigations, Mergers & Acquisitions, Due Diligence, Banking Law, Dispute Resolution, Class Actions
Education
University of Georgia School of Law 1989 — 1992
Doctor of Law (J.D.), Law
Emory University 1985 — 1989
BA, History
GE Capital June 2013 - Present
GE Asset Management March 2010 - May 2013
Morgan Stanley Smith Barney November 2009 - February 2010
JPMorgan March 2009 - November 2009
Genworth Financial September 2006 - December 2008
Morgan Stanley 2006 - 2006
JPMorgan Chase Bank March 1992 - August 2004
Skills
Management, Leadership, Strategy, Change Management, Risk Management, Project Management, Six Sigma, Program Management, Team Leadership, Relationship Management, Vendor Management, Process Improvement, PMO, Business Analysis, Banking, Financial Services, Project Portfolio..., SDLC, Business Process..., Insurance, Business Transformation, Data Governance, Analysis, Adjunct Professor
Education
Pace University
MBA, Information Systems
Concordia College 1996 — 1998
BA, Business Administration
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Management Information Systems, General
JPMorgan Chase Bank August 1995 - July 2008
NATIONWIDE INSURANCE COMPANY January 1989 - January 1995
Nationwide Insurance 1986 - 1989
Education
Franklin University
Bachelor of Science, Business Management
Franklin University
Associate of Science, Business Administration
Mission Essential Personnel, LLC April 2012 - Present
JPMorgan Chase Bank January 2010 - April 2012
Alliance Data December 2008 - July 2009
Citi January 2008 - May 2008
BISYS March 1999 - May 2008
Citi Group March 1999 - May 2008
Education
Columbus State Community College 1979 — 1980
bookkeeping certificate, accounting
Smithtown High School September 2009 - December 2009
Rocky Point High School Career Advisory Program April 2008 - September 2009
Suffolk County National Bank April 2008 - September 2009
Eastport South Manor High School January 2009 - May 2009
JPMorgan Chase Bank January 2003 - April 2008
FleetBoston Financial & Company January 2001 - January 2003
North Fork Bank Corporation January 1998 - January 2001
Education
Dowling College
2009 Masters of Science; Bachelors, Adolescent Education; Business Administration; Marketing
Citizens Bank July 2013 - Present
Citizens Bank April 2012 - June 2013
Citizens Bank December 2010 - March 2012
Johnson Financial Group September 2009 - November 2010
JPMorgan Chase September 2006 - August 2009
JPMorgan Chase Bank January 2006 - August 2006
Putney Town Hall April 2005 - August 2005
Emerson College September 2003 - May 2005
Skills
Banking, Customer Service, Investments, Mortgage Lending, Sales, Microsoft Excel, Training, Sales Management, Coaching, Credit Analysis, Retail Banking
Education
Emerson College 2001 — 2005
Bachelor of Science, Broadcast Journalism
Sound Point Capital Management, LP January 2015 - Present
Credit Suisse December 2005 - September 2013
Morgan Stanley March 2004 - November 2005
Merrill Lynch April 2003 - March 2004
JPMorgan Chase Bank November 2001 - April 2003
Fried Frank Harris Shriver & Jacobson February 2001 - November 2001
New York County District Attorney’s Office July 1998 - February 2000
Skills
Trading, Loans, Credit, Banking, Software Documentation, Legal Research, Fixed Income, Capital Markets, Bonds, Investment Banking, Investments, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Arts (B.A.), Social Sciences
Derivatives Instruments and the Law, New York University
Flagstar Bank February 2009 - Present
Spiritridge Elementary PTSA 2010 - 2012
JPMorgan Chase Bank March 1997 - November 2008
YMCA of Greater Seattle March 1995 - November 1996
Camp Fire USA June 1986 - October 1994
Skills
Loans, FHA, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Construction Loans, VA loans, USDA, Loan Origination, FHA financing, Refinance, Residential Mortgages, Government Loans, Loss Mitigation, Underwriting, Credit, Consumer Lending, Small Business Lending
Education
Bellevue College
Certificate in Project Management
Eastern Washington University
Graduate work in Public Administration
Idaho State University
BS, Health Education, Physical Education
Post Falls High School
University of Washington
Certificate in Human Resources Management
JPMorgan Chase Bank June 2014 - Present
Education
DeVry University
Web Page, Digital/Multimedia and Information Resources Design
Frontier Spinning Mills July 2011 - Present
JPMorgan Chase Bank September 2003 - June 2011
JP Morgan 2003 - June 2011
JPMorgan Chase 1995 - June 2011
SunTrust Banks, Inc April 1996 - September 2003
SunTrust Bank 1996 - 2003
Robert Half Accountemps December 1995 - April 1996
American Planning Corporation August 1993 - October 1995
Skills
Financial Modeling, Management, Valuation, Cash Flow, Finance, Portfolio Management, Credit Analysis, Equities, Credit, Accounts Receivable, Credit Risk, Banking
Education
Georgia State University
Degree: Masters of Science, Finance
Louisiana State University
Degree:Bachelor of Science, Finance
Brookhaven National Laboratory April 2010 - Present
Independant Consultant December 2009 - April 2010
JPMorgan Chase Bank 1988 - 2008
JCPenney 1985 - 1986
Education
Stony Brook University 2009 — 2009
Certificate, Project Management
Colgate University 1978 — 1982
Mr. Rooter Plumbing of Lexington/Columbia August 2009 - Present
Own August 2007 - December 2012
JP Morgan Chase Bank August 2005 - September 2007
First Nationwide Mortgage 2005 - 2007
JPMorgan Chase Bank 2005 - 2006
Skills
Risk Management, Management, Banking, Human Resources, Quality Assurance, Negotiation, Sales, Sales Management, Auditing, Financial Risk, Policy, PeopleSoft, Product Development, Credit, Time Management, Mortgage Lending, Loans, Credit Analysis, Credit Risk, FHA
Education
Elon University 1983 — 1984
Accounting
University of Maryland
JPMorgan Chase & Co. January 2015 - Present
JPMorgan Chase & Co. April 2009 - January 2015
JPMorgan Chase Bank March 2008 - April 2009
Skills
Banking, Credit, Mortgage Lending, Portfolio Management, Mortgage Banking, Credit Analysis, Loan Origination, Refinance, Residential Mortgages, Risk Management
Education
Franklin University 2003 — 2005
Bachelor of Arts (BA), Business Administration and Management, General
Columbus State Community College 1998 — 2002
Associate's degree, Finance and Financial Management Services
BNP Paribas Investment Banking Division August 2010 - Present
Various Firms July 2009 - April 2011
JPMORGAN CHASE BANK October 2007 - September 2008
GENERAL ELECTRIC COMMERCIAL FINANCE May 2006 - August 2007
GENERAL ELECTRIC COMMERCIAL FINANCE July 2004 - May 2006
GENERAL ELECTRIC COMMERCIAL FINANCE July 2002 - July 2004
Skills
Financial Modeling
Education
Columbia University in the City of New York 2009 — 2012
Masters, Sports Business Management
Temple University
Bachelor of Business Administration, Finance
Mary Kay Inc. June 2013 - Present
EMC July 2012 - June 2013
Horizon Lines July 2005 - January 2011
HORIZON LINES, LLC 2004 April 2004 - January 2011
JPMORGAN CHASE BANK March 2002 - April 2004
CAP GEMINI ERNST&YOUNG, LLC February 2001 - November 2001
ERNST & YOUNG, LLP/ CAP GEMINI ERNST & YOUNG, LLC January 2000 - January 2001
Skills
Logistics, Budgets, Shipping, Customer Service, Transportation, Access, Accounting, Invoicing, Sales Operations, Financial Analysis, Microsoft Excel, Freight, Container, Ocean, Commercial Banking, Software Documentation, Finance, Sales&Marketing, Analysis
Education
Dallas Baptist University
Business Administration
Richland College
JPMorgan Chase January 2014 - Present
Robert Half Management Resources August 2011 - January 2014
Pride Technologies July 2010 - July 2011
JPMorgan Chase Bank April 2005 - January 2009
JPMorgan Chase Bank June 1999 - April 2005
Bank One February 1997 - June 1999
First Chicago NBD Bank N.A. December 1995 - February 1997
NBD Skokie Bank N.A. November 1991 - December 1995
NBD Highland Park Bank N.A. May 1987 - November 1991
Skills
Excel, Access, Spreadsheets, SAP, Word, PowerPoint, Forecasting, Analysis, Accounts Payable, General Ledger, Variance Analysis, Finance, Internal Controls, Microsoft Word, Microsoft Excel, Accounting, Financial Modeling, Auditing, Financial Analysis, Account Reconciliation, Process Improvement, Financial Reporting, Fixed Assets, Strategy, Management
Education
Eastern Illinois University 1976 — 1980
Bachalor of Science, Accounting
JPMorgan Chase Bank, N.A. April 2015 - Present
JPMorgan Chase April 2013 - April 2015
JPMorgan Securities LLC October 2012 - April 2015
JPMorgan Chase Bank November 2010 - October 2012
Bank of America March 2006 - November 2010
Education
Georgia State University 2006 — 2011
Bachelor's, Finance
University of Florida
JPMorgan Chase Bank March 2009 - Present
JPMorgan Chase Bank November 2005 - March 2009
O'Feenies Irish House 2006 - 2008
Geppetto's Pizza January 1997 - January 2006
NovaStar Mortgage 2004 - 2005
Huntington National Bank March 2000 - January 2003
Ursuline College January 1998 - January 2001
Education
Cleveland State University 2001 — 2003
MBA, Business Administration
Ursuline College 1997 — 2001
BA, Psychology
JPMorgan Chase Bank August 1995 - Present
JPMorgan Chase 1995 - Present
Skills
Treasury Services, Banking, Treasury Management, Cash Management, Commercial Banking, FX Options
Education
Fordham University - Graduate School of Business Administration 1986 — 1987
Master of Business Administration (M.B.A.), Finance / Marketing
Columbia University - Fu Foundation School of Engineering and Applied Science 1980 — 1984
Bachelor of Science (B.S.), Operations Research
JPMorgan Chase Bank, May 2010 - Present
National City Bank June 2005 - May 2010
National City Bank, June 2003 - June 2005
US BANK, July 1996 - December 2002
Education
Eastern New Mexico University 1985 — 1990
BA, Media Communications
Nordstrom June 2010 - Present
JPMorgan Chase Bank 2008 - 2009
Washington Mutual Bank 2004 - 2008
Peace Corps 2002 - 2004
Bank of America 1999 - 2001
Education
Earlham College 1989 — 1992
Bachelor of Arts, Biology
Project Management Institute
Project Management Professional
Villanova University
Certificate in Business Analysis
Merrill Lynch September 2013 - Present
JPMorgan Chase Bank April 2013 - September 2013
JPMorgan Chase December 2011 - March 2013
Chase Investment Services Corporation (C.I.S.C.) December 2011 - March 2013
Edward Jones November 2009 - April 2010
Bank of America August 2009 - October 2009
JPMorgan Chase May 2007 - August 2009
United States Air Force September 2002 - July 2006
Skills
Team Leadership, Customer Service, Sales, Investments, Strategic Planning, Inventory Management, Risk Management, Private Banking, Project Management, Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Financial Markets, Financial Services, Financial Statements, Financial Audits, Banking, Investment Banking, Retail Banking, Credit, Mortgage Banking, Business Analysis, Relationship Management, Building Relationships, Public Speaking, Investor Relations, Microsoft Excel, PowerPoint, Microsoft Office, Cold Calling
Education
Eastern Michigan University 2010 — 2012
Master of Business Administration (MBA), Finance
Eastern Michigan University 2007 — 2008
Bachelor of Business Administration (BBA), Finance
Oakland Community College 2006 — 2007
ABA, Business Administration
Community College of the Air Force 2002 — 2006
AAS, Construction Technology
Kurtosys Systems September 2015 - Present
JPMorgan Chase Bank September 2012 - September 2015
JPMorgan Chase Bank May 2010 - August 2012
Morgan Stanley Smith Barney September 2008 - December 2008
Skills
Retail Banking, Financial Services, Account Management, CRM, Sales, Private Banking, Key Client Relationships, Client Relationships..., Data Management, Team Management, Data Analysis, Regulatory Compliance, Start-ups, Google Docs, Google Adwords, WordPress, App Store, Mortgage Lending, Investments, Banking, Insurance, Finance, Management, Strategic Partnerships, Portfolio Management
Education
City University of New York-College of Staten Island 2004 — 2008
BS, Marketing/ Finance, GPA 3.5
JPMorgan Chase Bank August 2011 - Present
JP Morgan Chase- Chaseworks January 2011 - July 2011
Citi Fund Services January 1997 - January 2009
BISYS Fund Services January 1997 - January 2004
BISYS Fund Services January 1997 - January 2004
Safelite Auto Glass Corporation January 1994 - January 1997
Safelite Auto Glass Corporation January 1994 - January 1997
Skills
Accounting, Microsoft Word, Microsoft Excel, Customer Service, Mutual Funds, Financial Analysis, Invoicing, PowerPoint, Process Improvement, Training, Research, Team Leadership, Auditing, Analysis, Insurance, Accounts Payable, Banking, Time Management, Account Reconciliation, Team Building, Management, Payroll, Risk Management, Financial Reporting, Access, Forecasting, Financial Accounting, General Ledger, Budgets, Financial Statements, Sarbanes-Oxley Act, Internal Controls, Financial Modeling
Education
Franklin University
Bachelor of Science, Accounting
JPMorgan Chase May 2009 - Present
JPMorgan Chase Bank 2009 - Present
Education
University of Washington 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Claremont McKenna College 1985 — 1989
Bachelor's Degree, Economics
JPMorgan Chase Bank July 1989 - Present
Physicians Health Plan of Michigan September 1986 - March 1988
McKinley Associates, Inc. January 1981 - October 1986
Skills
Investments, Management, Commercial Banking, Finance, Banking, Credit
Education
Michigan State University - The Eli Broad College of Business 1988 — 1989
MBA, Finance/Accounting
Eastern Michigan University 1978 — 1980
BS, Public Administration
JPMorgan Chase Bank June 2005 - Present
JPMorgan Chase May 1987 - June 2005
Federal Reserve Bank of New York July 1984 - April 1987
Skills
Commercial Lending, Credit, Commercial Banking, Portfolio Management, Small Business Lending, Credit Analysis, Treasury Services, Banking, Loans, Cross Selling, Credit Risk, Treasury Management, Asset Based Lending, Commercial Credit
Education
Fordham University 1980 — 1984
Bachelor of Arts (BA), Economics
Simon Property Group, Inc January 2009 - Present
JPMorgan Chase January 1992 - October 2006
JPMorgan Chase Bank January 1992 - October 2006
Lyons National Bank 2006 - 2006
Education
Columbia College 2012 — 2014
Bachelor's degree, Business Administration, Management and Operations
Finger Lakes Community College 2006 — 2008
A.A.S., Business Administration
JPMorgan Chase December 2013 - Present
JPMorgan Chase Bank June 2007 - December 2013
National Housing Trust September 2004 - November 2004
Skills
Risk Compliance, Corporate Finance, Accounting, Finance, Project Management, Employee Engagement, Time Management, Microsoft Excel, PowerPoint, Human Resources, Microsoft Word, Analysis, Management, Team Building, Customer Service, Employee Relations, Microsoft Office, Leadership, Financial Risk, Banking, Risk Management
Education
City University of New York-Brooklyn College 2007 — 2013
Business Adminstrative BBA, Human Resources Management/Personnel Administration, General, (Human Resource Management )
JPMorgan chase bank August 2014 - Present
National Bankruptcy Services, LLC November 2013 - July 2014
Wells Fargo foreclosure February 2013 - November 2013
ACE Cash Express July 2012 - December 2012
JPMorgan Chase December 2008 - June 2012
JPMorgan Chase October 2004 - December 2008
JPMorgan Chase February 2008 - May 2008
Phillips and Associates June 2004 - October 2004
Bank One August 1998 - June 2004
Bank One 2000 - 2001
Skills
FDCPA, Coaching and Training, Foreclosures, Litigation Process, Loans, Customer Service, Mortgage Servicing, Credit, Notary Public, Mortgage Banking, Due Diligence, Debtors, Policy, Small Business, Credit Analysis, Refinance, Credit Cards, Real Estate, Chapter 7, Legal Documents, Commercial Lending, Legal Compliance, Banking, Business, Portfolio Management, Filing, Legal Research, Commercial Mortgages, Legal Assistance, Mediation, Finance, Document Review, Credit Scoring, Asset, Credit Risk, AML, Home Equity Loans, Payments, Securities, Commercial Banking, Home Equity Lines of..., Bank Secrecy Act, Fraud Detection, Cash, SBA, Settlement, USDA, Retail Banking, Bankruptcy, Litigation
Education
Libertyville High School 1983 — 1987
Diploma, General
Grand Canyon University
Bachelor's Degree, Criminal Justice/Police Science, still in school
The University of Texas at Arlington
None, Paralegal
Appraisal Institute April 2010 - Present
APPRAISAL INSTITUTE April 2010 - Present
JPMORGAN CHASE BANK January 2005 - January 2009
HSBC/HOUSHOLD RETAIL SERVICES January 1998 - January 2005
PROTEL January 1997 - January 1998
HYATT REGENCY CHICAGO January 1994 - January 1997
Education
Governors State University
Governors State University
Florida Community Bank May 2015 - Present
US Century Bank September 2014 - May 2015
JPMorgan Chase bank November 2011 - August 2014
Skills
Small Business Lending, Treasury Management, Commercial Lending, Banking, Commercial Banking, Financial Analysis, Cash Management, Credit, Middle Market, Loans, Relationship Management, Risk Management, Credit Risk, Credit Analysis, Underwriting, Mergers & Acquisitions, Leadership, Corporate Finance, Investments, Financial Modeling, Financial Risk, Capital Markets, Commercial Mortgages, Deposits, Finance, Portfolio Management, Consumer Lending, Loan Origination, Private Banking, Retail Banking, Mortgage Lending, Lines Of Credit, Financial Services, Wealth Management, Credit Cards, Asset Based Lending, Cross Selling, Mortgage Banking
Education
Florida State University 1978 — 1981
Bachelor's degree, Finance, General & Economis
Florida State University-College of Business 1977 — 1981
Bachelor's Degree, Finance and Economics, 3.4
Citco Fund Services November 2011 - July 2013
JPMorgan Chase Bank November 2009 - November 2011
Montefiore Medical Center August 2006 - November 2009
Montefiore Medical Center July 2005 - August 2006
Skills
Financial Reporting, Fixed Income, Accounting, Payroll, Budgets, Banking, Equities, Financial Accounting, Account Management, Finance, Bloomberg, Derivatives, Analysis, Financial Modeling, Account Reconciliation, Financial Analysis, Accounts Payable, Funding
Education
Fordham University 2002 — 2006
Bachelor of Science (BS), Finance
Fordham Preparatory School 1998 — 2002
Highschool
JPMorgan Chase April 2012 - Present
JPMorgan Chase Bank May 2010 - April 2012
Skills
Loans, Credit, Commercial Lending, Mortgage Banking, Financial Analysis, Real Estate, Due Diligence, Valuation, Accounting, Forecasting, Process Improvement, Microsoft Excel, Budgets, Small Business Lending, Team Building, New Business Development, Project Management, Credit Analysis, Loan Origination
Education
University of North Texas 2002 — 2005
Bachelor's degree, Finance, General
Collin County Community College 1999 — 2001
JPMorgan Chase Bank October 2012 - Present
Guardian Security Services August 2011 - October 2012
ABM Security Services. Inc February 2009 - July 2011
Levy Security Corporation August 2008 - February 2009
Consumers Meat Packing Co. Inc August 2007 - June 2008
Yards Packing Co. Inc February 2002 - May 2003
Accenture August 1999 - October 2001
Mc Gladrey & Pullen. LLP September 1998 - August 1999
Capitol Wholesale Meats. Inc March 1997 - September 1998
United States Army Reserves January 1986 - January 1995
Skills
Policy, Supervisory Skills, Risk Assessment, Auditing, Payroll, Microsoft Office 2007
Education
Keller Graduate School of Management Jan 2012 2007 — 2012
Masters, Accounting and Financial Management
DeVry Institute of Technology 1995 — 1997
Bachelor of Science, Accounting
Northeastern Illinois University 1984 — 1987
Bachelor of Arts, Criminal Justice
Wilbur Wright Junior College 1984 — 1987
Associate of Arts, General Studies
JPMorgan Chase Bank November 2004 - Present
JPMorgan Chase Bank November 2004 - June 2011
UPS October 1995 - March 2004
Skills
Banking, Financial Analysis, Corporate Finance, Accounting, Process Improvement, Payroll, Account Reconciliation, Financial Reporting, Microsoft Excel, PeopleSoft, Business Process...
Education
Franklin University 2001 — 2005
Bachelor of Science, Accounting
ProBuild Building Supply March 2014 - Present
JPMorgan Chase Bank December 2009 - Present
Operations Manager, S.E. Distribution August 2008 - April 2009
Builders FirstSource April 1996 - January 2007
Lowe’s Companies Inc. April 1985 - March 1996
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Public Speaking, Budgets, Negotiation, Editing, •Project Management
Education
Francis Marion University 1990 — 1993
Bachelor of Business Administration (B.B.A.), MGT
C.H. Robinson November 2013 - Present
JPMorgan Chase Bank March 2007 - December 2012
Barcodes, Inc February 2006 - October 2006
Citizens Conferencing January 2001 - January 2005
CoreComm January 1998 - January 2000
Chicago and Northwestern Railroad January 1993 - January 1996
Northwestern University January 1989 - January 1993
Skills
Accurate Data Entry, 10 Key, Microsoft Office, Word Processing, Transcription, Accounting, Customer Service, Credit Cards, Data Entry, Management, Spreadsheets, Telephone Skills, Technical Support, Payments, QuickBooks, Databases, Outlook, Time Management, Teamwork
Education
Roosevelt University 2009 — 2012
Bachelor of Arts, Organizational Leadership
DePaul University 1994 — 1998
Bachelor of Arts (B.A.), English Language and Literature/Letters
JPMorgan Securities, LLC December 2010 - Present
JPMorgan Chase Bank April 2007 - November 2010
TD Bank formerly Commerce Bank June 2004 - March 2007
Education
City University of New York City College 2000 — 2004
Persuing B.A., Economics with specialization in Finance and Management
William Cullen Bryant High School 1996 — 2000
High School
SunTrust Bank, Sabal Park Office March 2007 - Present
JPMorgan Chase Bank 2005 - 2007
JPMorgan Chase 2001 - 2005
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Risk Management
Education
New York University
Business Administration and Management, General
CUNY Bronx Community College
Business Administration and Management, General
JPMorgan Chase Bank August 2010 - Present
JPMorgan Chase Bank August 2008 - August 2010
Rehmann July 2003 - August 2008
Education
Michigan State University 1995 — 2000
Bachelor's degree, International/Global Studies w/ Economics Cognate
Florida State University
Personal Financial Planning