JPMorgan Chase Bank, N.A.
Industry: Consumer banking company
DescriptionJ.P. Morgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase & Co. Credit card support: 00 1 302-594-8200 CEO: Jamie Dimon (31 Dec 2005–) Parent organization: JPMorgan Chase Headquarters: 270 Park Avenue, New York City, New York, United States Founded: 13 November 2004, New York City, New York, United States Subsidiaries: Chase Paymentech, Merchant Customer Exchange,
JPMorgan Chase Bank, N.A. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at JPMorgan Chase Bank, N.A.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,247 JPMorgan Chase Bank, N.A. employees in database. Find out everything there's to know about JPMorgan Chase Bank, N.A. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
JPMorgan Chase Bank, N.A. Employees
Employee
Years
Job
Industry
Jessica Zander Jessica Zander's JPMorgan Chase Bank, N.A. Experience January 2001 - Present
Job Personal Banker
Industry Banking
Experience
JPMorgan Chase Bank, N.A. January 2001 - Present
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Edmonds Community College 1997 — 1999
Associate of Arts (A.A.), General Studies
JPMorgan Chase Bank, N.A. January 2001 - Present
Skills
Management, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Edmonds Community College 1997 — 1999
Associate of Arts (A.A.), General Studies
Anthony Love, CPA Anthony Love, CPA's JPMorgan Chase Bank, N.A. Experience July 2004 - May 2006
Job Shareholder at Anthony R. Love, CPA, Professional Corporation
Industry Oil & Energy
Experience
Anthony R. Love, CPA, Professional Corporation December 2012 - Present
Kraton Polymers January 2012 - December 2012
Weinstein Spira & Company May 2011 - December 2011
LyondellBasell October 2009 - January 2011
Baker Hughes INTEQ January 2008 - October 2009
Baker Hughes May 2006 - December 2007
JPMorgan Chase Bank, N.A. July 2004 - May 2006
Precision Drilling August 2002 - July 2004
Skills
Accounting, Financial Analysis, Financial Modeling, Relational Databases, Pricing Analysis, Sarbanes-Oxley Act, Access, Account Reconciliation, Analysis, Auditing, Budgets, Cash Flow, Consolidation, ERP, Financial Audits, Finance, Financial Reporting, Financial Statements, General Ledger, Hyperion Enterprise, Operations Management, SAP, US GAAP
Education
University of Houston, C.T. Bauer College of Business 2011 — 2011
N/A, Certificate Accounting Program
Houston Baptist University - College of Business and Economics 2002 — 2004
MBA, Finance
Haslam College of Business at the University of Tennessee 1997 — 1999
B.S., Accounting
East Tennessee State University 1996 — 1997
Anthony R. Love, CPA, Professional Corporation December 2012 - Present
Kraton Polymers January 2012 - December 2012
Weinstein Spira & Company May 2011 - December 2011
LyondellBasell October 2009 - January 2011
Baker Hughes INTEQ January 2008 - October 2009
Baker Hughes May 2006 - December 2007
JPMorgan Chase Bank, N.A. July 2004 - May 2006
Precision Drilling August 2002 - July 2004
Skills
Accounting, Financial Analysis, Financial Modeling, Relational Databases, Pricing Analysis, Sarbanes-Oxley Act, Access, Account Reconciliation, Analysis, Auditing, Budgets, Cash Flow, Consolidation, ERP, Financial Audits, Finance, Financial Reporting, Financial Statements, General Ledger, Hyperion Enterprise, Operations Management, SAP, US GAAP
Education
University of Houston, C.T. Bauer College of Business 2011 — 2011
N/A, Certificate Accounting Program
Houston Baptist University - College of Business and Economics 2002 — 2004
MBA, Finance
Haslam College of Business at the University of Tennessee 1997 — 1999
B.S., Accounting
East Tennessee State University 1996 — 1997
Caroline de la Houssaye Caroline de la Houssaye's JPMorgan Chase Bank, N.A. Experience April 2012 - Present
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. April 2012 - Present
State Farm Insurance April 2010 - April 2012
Farmers Insurance February 2009 - April 2010
ANN INC. February 2009 - October 2009
Skills
Photoshop, Microsoft Office, Excel, Word, Illustrator
Education
University of Alabama 2005 — 2008
Bachelor of Science, Fashion Design
FIDM/Fashion Institute of Design & Merchandising-Orange County 2005 — 2005
Associates Degree, Fashion Design
JPMorgan Chase Bank, N.A. April 2012 - Present
State Farm Insurance April 2010 - April 2012
Farmers Insurance February 2009 - April 2010
ANN INC. February 2009 - October 2009
Skills
Photoshop, Microsoft Office, Excel, Word, Illustrator
Education
University of Alabama 2005 — 2008
Bachelor of Science, Fashion Design
FIDM/Fashion Institute of Design & Merchandising-Orange County 2005 — 2005
Associates Degree, Fashion Design
Sasha Dominguez Sasha Dominguez's JPMorgan Chase Bank, N.A. Experience September 2011 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2011 - Present
Miami Custom Services October 2008 - October 2011
Fitness and Health December 2006 - December 2008
Education
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), International Business & Management, 3.2
Miami-Dade College 2007 — 2010
Associate of A, Business Administration and Management, General
JPMorgan Chase Bank, N.A. September 2011 - Present
Miami Custom Services October 2008 - October 2011
Fitness and Health December 2006 - December 2008
Education
Florida International University 2010 — 2012
Bachelor of Business Administration (B.B.A.), International Business & Management, 3.2
Miami-Dade College 2007 — 2010
Associate of A, Business Administration and Management, General
Dan Dorger Dan Dorger's JPMorgan Chase Bank, N.A. Experience April 2014 - Present
Job Relationship Banker
Industry Banking
Experience
JPMorgan Chase Bank, N.A. April 2014 - Present
U.S. Bank Home Mortgage April 2013 - April 2014
U.S. Bank January 2012 - March 2013
Chase May 2007 - December 2011
Education
Illinois State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Glenbard West Highschool 1999 — 2003
JPMorgan Chase Bank, N.A. April 2014 - Present
U.S. Bank Home Mortgage April 2013 - April 2014
U.S. Bank January 2012 - March 2013
Chase May 2007 - December 2011
Education
Illinois State University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Glenbard West Highschool 1999 — 2003
Sondeep Singh's JPMorgan Chase Bank, N.A. Experience June 2012 - August 2015
Job
Industry Staffing and Recruiting
Experience
Robert Half Technology August 2015 - Present
JP Morgan Chase Bank, N.A. March 2013 - August 2015
JPMorgan Chase Bank, N.A. June 2012 - August 2015
Best Buy October 2008 - February 2012
Meijer 2007 - 2008
Skills
Customer Service, Team Building, Sales, Retail, CRM, Customer Relations, Banking, Customer Satisfaction, Team Leadership, Credit, Relationship Management, Customer Experience, Coaching, Recruiting, Technical Recruiting, Cold Calling
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Indiana University-Purdue University at Indianapolis 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Robert Half Technology August 2015 - Present
JP Morgan Chase Bank, N.A. March 2013 - August 2015
JPMorgan Chase Bank, N.A. June 2012 - August 2015
Best Buy October 2008 - February 2012
Meijer 2007 - 2008
Skills
Customer Service, Team Building, Sales, Retail, CRM, Customer Relations, Banking, Customer Satisfaction, Team Leadership, Credit, Relationship Management, Customer Experience, Coaching, Recruiting, Technical Recruiting, Cold Calling
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Indiana University-Purdue University at Indianapolis 2007 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jason Rolle's JPMorgan Chase Bank, N.A. Experience December 2010 - Present
Job JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. December 2010 - Present
Representative Bill Heller January 2009 - May 2009
Citi Smith Barney June 2008 - August 2008
Education
Florida State University - College of Business 2005 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Venice High School 2001 — 2005
JPMorgan Chase Bank, N.A. December 2010 - Present
Representative Bill Heller January 2009 - May 2009
Citi Smith Barney June 2008 - August 2008
Education
Florida State University - College of Business 2005 — 2010
Bachelor of Science (B.S.), Accounting and Finance
Venice High School 2001 — 2005
Robbin Vinnola Robbin Vinnola's JPMorgan Chase Bank, N.A. Experience September 2011 - Present
Job Financial Services
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2011 - Present
Curian Capital, LLC January 2011 - July 2011
George K. Baum & Co. May 2009 - August 2009
Education
Colorado School of Mines 2006 — 2010
Economics & Business, Economics
JPMorgan Chase Bank, N.A. September 2011 - Present
Curian Capital, LLC January 2011 - July 2011
George K. Baum & Co. May 2009 - August 2009
Education
Colorado School of Mines 2006 — 2010
Economics & Business, Economics
Fred Weber Fred Weber's JPMorgan Chase Bank, N.A. Experience January 2004 - May 2011
Job Central Region Estate Settlement Services Practice Leader at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation August 2015 - Present
The John Marshall Law School January 2013 - Present
The Northern Trust Company May 2011 - Present
JPMorgan Chase Bank, N.A. January 2004 - May 2011
Levin & Schreder, Ltd. April 2000 - January 2004
Fox and Grove, Chartered December 1998 - March 2000
Jewish Federation/Jewish United Fund of Metropolitan Chicago September 1997 - November 1998
Bronson & Kahn, LLC January 1996 - June 1997
U.S. Senator Paul Wellstone 1991 - 1994
Skills
Estate Administration, Personal Trust..., Trust Services, Estate Planning, Revocable Trusts, Probate Administration, Estate Tax Planning, High Net Worth..., Tax Law, Trusts, Estate Law, Wills, Public Speaking, Tax, Asset Protection, Wealth Management, Asset Management, Wealth Management...
Education
DePaul University College of Law 1994 — 1997
Juris Doctor, Law
University of Minnesota-Twin Cities 1987 — 1991
Bachelor of Arts, International Relations and History
Northern Trust Corporation August 2015 - Present
The John Marshall Law School January 2013 - Present
The Northern Trust Company May 2011 - Present
JPMorgan Chase Bank, N.A. January 2004 - May 2011
Levin & Schreder, Ltd. April 2000 - January 2004
Fox and Grove, Chartered December 1998 - March 2000
Jewish Federation/Jewish United Fund of Metropolitan Chicago September 1997 - November 1998
Bronson & Kahn, LLC January 1996 - June 1997
U.S. Senator Paul Wellstone 1991 - 1994
Skills
Estate Administration, Personal Trust..., Trust Services, Estate Planning, Revocable Trusts, Probate Administration, Estate Tax Planning, High Net Worth..., Tax Law, Trusts, Estate Law, Wills, Public Speaking, Tax, Asset Protection, Wealth Management, Asset Management, Wealth Management...
Education
DePaul University College of Law 1994 — 1997
Juris Doctor, Law
University of Minnesota-Twin Cities 1987 — 1991
Bachelor of Arts, International Relations and History
Michael Ponti's JPMorgan Chase Bank, N.A. Experience January 2015 - Present
Job Private Client Banker at J.P.Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. January 2015 - Present
Morgan Stanley Smith Barney January 2014 - January 2015
JPMorgan Chase Bank, N.A. September 2011 - January 2014
Bank of America December 2009 - September 2011
Education
Florida International University
International Business
JPMorgan Chase Bank, N.A. January 2015 - Present
Morgan Stanley Smith Barney January 2014 - January 2015
JPMorgan Chase Bank, N.A. September 2011 - January 2014
Bank of America December 2009 - September 2011
Education
Florida International University
International Business
Michael E. Koon Michael E. Koon's JPMorgan Chase Bank, N.A. Experience March 2007 - May 2014
Job Litigation Support Analyst | Senior Research Specialist
Industry Legal Services
Experience
JPMorgan Chase Bank, N.A. March 2007 - May 2014
Washington Mutual Bank, N.A. May 2005 - March 2007
Metrocities Mortgage September 2004 - May 2005
Addvantage Group Staffing June 2004 - September 2004
Washington Mutual Bank, N.A. May 1999 - March 2004
H.F. Ahmanson & Co (Home Savings of America) March 1989 - May 1999
Skills
Employee Training, Credit Analysis, Banking, Call Centers, Risk Management, Loans, Credit, Retail Banking, Mortgage Lending, Customer Service, Litigation Support, Property Management, Management, Analysis, Portfolio Management, Document Management, Document Review, Legal Research, Legal Documents, Legal Assistance, Evictions, Bankruptcy, Mortgage Servicing, Research, Loan Servicing, Due Diligence, Litigation, Auditing, Records Management
Education
Cypress College
Mortuary Science
Los Angeles Valley College
Associate's Degree, Business Administration and Marketing
JPMorgan Chase Bank, N.A. March 2007 - May 2014
Washington Mutual Bank, N.A. May 2005 - March 2007
Metrocities Mortgage September 2004 - May 2005
Addvantage Group Staffing June 2004 - September 2004
Washington Mutual Bank, N.A. May 1999 - March 2004
H.F. Ahmanson & Co (Home Savings of America) March 1989 - May 1999
Skills
Employee Training, Credit Analysis, Banking, Call Centers, Risk Management, Loans, Credit, Retail Banking, Mortgage Lending, Customer Service, Litigation Support, Property Management, Management, Analysis, Portfolio Management, Document Management, Document Review, Legal Research, Legal Documents, Legal Assistance, Evictions, Bankruptcy, Mortgage Servicing, Research, Loan Servicing, Due Diligence, Litigation, Auditing, Records Management
Education
Cypress College
Mortuary Science
Los Angeles Valley College
Associate's Degree, Business Administration and Marketing
Ana Mei Suarez Ana Mei Suarez's JPMorgan Chase Bank, N.A. Experience November 2010 - Present
Job Assistant Branch Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase Bank, N.A. November 2010 - Present
JPMorgan Chase Bank, N.A. August 2007 - October 2010
JPMorgan Chase Bank, N.A. August 2005 - August 2007
JPMorgan Chase August 2004 - August 2005
JPMorgan Chase Bank, N.A. October 2002 - August 2004
Oasis Hotel June 1995 - June 2002
World Trade Bank February 1995 - June 1995
East West Bank April 1994 - February 1995
First Regional Bank April 1993 - March 1994
Olympic National Bank February 1988 - April 1993
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Operations Management, Interviewing Skills, Accounting, Human Resources, Customer Service, Customer Satisfaction, Customer Retention, Auditing, Loan Documents, Loan Servicing, Collateral Management
Education
Holy Angel University 1973 — 1977
Bachelor's of Science, Business/Commerce, General
JPMorgan Chase Bank, N.A. November 2010 - Present
JPMorgan Chase Bank, N.A. August 2007 - October 2010
JPMorgan Chase Bank, N.A. August 2005 - August 2007
JPMorgan Chase August 2004 - August 2005
JPMorgan Chase Bank, N.A. October 2002 - August 2004
Oasis Hotel June 1995 - June 2002
World Trade Bank February 1995 - June 1995
East West Bank April 1994 - February 1995
First Regional Bank April 1993 - March 1994
Olympic National Bank February 1988 - April 1993
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Operations Management, Interviewing Skills, Accounting, Human Resources, Customer Service, Customer Satisfaction, Customer Retention, Auditing, Loan Documents, Loan Servicing, Collateral Management
Education
Holy Angel University 1973 — 1977
Bachelor's of Science, Business/Commerce, General
Rick Ehresman's JPMorgan Chase Bank, N.A. Experience April 2014 - Present
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. April 2014 - Present
Insphere Insurance Solutions October 2012 - April 2014
Manhattan Bridges High School September 2009 - June 2012
Education
Florida State University 2000 — 2006
Bachelor of Applied Science (B.A.Sc.), Physical Education Teaching and Coaching
JPMorgan Chase Bank, N.A. April 2014 - Present
Insphere Insurance Solutions October 2012 - April 2014
Manhattan Bridges High School September 2009 - June 2012
Education
Florida State University 2000 — 2006
Bachelor of Applied Science (B.A.Sc.), Physical Education Teaching and Coaching
Qasim Riaz, PMP's JPMorgan Chase Bank, N.A. Experience 2007 - October 2011
Job INFORMATION TECHNOLOGY LEADER, BIT, MBA, PMP, SIX SIGMA BLACK BELT
Industry Banking
Experience
Allstate April 2014 - Present
J.P. Morgan September 2013 - March 2014
JPMorgan Chase October 2011 - November 2013
JPMorgan Chase Bank, N.A. 2007 - October 2011
eGain Communication 2005 - 2007
ABN AMRO 2001 - 2005
Skills
Process Development, Supply Chain Management, Quality Assurance, Program Management, Quality Management, Strategic Planning, Business Strategy, Business Planning, Financial Planning, Government Relations, Leadership Development, Product Management, Contract Negotiation, Process Optimization, Test Automation, Performance Testing, Performance Management, Vendor Management, Business Process..., SDLC, Agile Methodologies, Six Sigma, Project Management, Strategy, Management, Business Analysis, Process Simulation, Cross-functional Team..., Budgets, Software Project..., PMO, Business Requirements, Risk Management, Requirements Gathering, Project Portfolio..., Process Improvement, Requirements Analysis, Strategic Financial..., PMP, Change Management, Leadership, Testing, Banking, IT Strategy, Business Process, Project Delivery, Agile Project Management, Enterprise Software, Waterfall, Operations Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Business Information Technology
Allstate April 2014 - Present
J.P. Morgan September 2013 - March 2014
JPMorgan Chase October 2011 - November 2013
JPMorgan Chase Bank, N.A. 2007 - October 2011
eGain Communication 2005 - 2007
ABN AMRO 2001 - 2005
Skills
Process Development, Supply Chain Management, Quality Assurance, Program Management, Quality Management, Strategic Planning, Business Strategy, Business Planning, Financial Planning, Government Relations, Leadership Development, Product Management, Contract Negotiation, Process Optimization, Test Automation, Performance Testing, Performance Management, Vendor Management, Business Process..., SDLC, Agile Methodologies, Six Sigma, Project Management, Strategy, Management, Business Analysis, Process Simulation, Cross-functional Team..., Budgets, Software Project..., PMO, Business Requirements, Risk Management, Requirements Gathering, Project Portfolio..., Process Improvement, Requirements Analysis, Strategic Financial..., PMP, Change Management, Leadership, Testing, Banking, IT Strategy, Business Process, Project Delivery, Agile Project Management, Enterprise Software, Waterfall, Operations Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Business Information Technology
Mary Berman's JPMorgan Chase Bank, N.A. Experience October 2014 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2014 - Present
First Financial Bank February 2014 - October 2014
Huntington National Bank May 2011 - January 2014
Huntington National Bank February 2010 - May 2011
Chase December 2007 - March 2010
FC Tucker Company 2003 - 2007
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Accounting
JPMorgan Chase Bank, N.A. October 2014 - Present
First Financial Bank February 2014 - October 2014
Huntington National Bank May 2011 - January 2014
Huntington National Bank February 2010 - May 2011
Chase December 2007 - March 2010
FC Tucker Company 2003 - 2007
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (BS), Accounting
Benjamin Williford Benjamin Williford's JPMorgan Chase Bank, N.A. Experience March 2014 - Present
Job Private Client Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2014 - Present
World Trade Securities May 2009 - December 2013
Apple April 2011 - June 2013
Privateer Trading, LLC August 2008 - March 2009
VeloceNet Connect May 2008 - July 2008
Draughon Communications, LLC January 2005 - August 2006
Statesville Christian School 2006 - 2006
VeloceNet August 2000 - July 2004
Skills
Trading, Economics, Analysis, Entrepreneurship, Day Trading, Strategy, Management, Business Development, Direct Sales, Account Management, Teamwork, Technical Analysis, Tape Reading, Swing Trading, Futures Trading, Technical Support, Business Strategy, Guerrilla Marketing, Coaching
Education
Duke University 2004 — 2008
BS, Economics
JPMorgan Chase Bank, N.A. March 2014 - Present
World Trade Securities May 2009 - December 2013
Apple April 2011 - June 2013
Privateer Trading, LLC August 2008 - March 2009
VeloceNet Connect May 2008 - July 2008
Draughon Communications, LLC January 2005 - August 2006
Statesville Christian School 2006 - 2006
VeloceNet August 2000 - July 2004
Skills
Trading, Economics, Analysis, Entrepreneurship, Day Trading, Strategy, Management, Business Development, Direct Sales, Account Management, Teamwork, Technical Analysis, Tape Reading, Swing Trading, Futures Trading, Technical Support, Business Strategy, Guerrilla Marketing, Coaching
Education
Duke University 2004 — 2008
BS, Economics
Jennifer Funkhouser's JPMorgan Chase Bank, N.A. Experience September 2013 - Present
Job Branch Manager
Industry Banking
Experience
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase Bank, N.A. September 2013 - Present
JPMorgan Chase Bank, N.A. November 2012 - September 2013
JPMorgan Chase Bank, N.A. February 2010 - November 2012
City Clerks Office of South Bend, IN September 2003 - January 2010
Monarch Textile & Rental Service June 2001 - September 2003
Skills
Self-driven, Team Motivator, Competitive Strategies, Customer Relations, Customer Acquisition, Customer Retention, Direct Sales, Sales
Education
Ivy Tech Community College
Accounting and Business/Management
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase Bank, N.A. September 2013 - Present
JPMorgan Chase Bank, N.A. November 2012 - September 2013
JPMorgan Chase Bank, N.A. February 2010 - November 2012
City Clerks Office of South Bend, IN September 2003 - January 2010
Monarch Textile & Rental Service June 2001 - September 2003
Skills
Self-driven, Team Motivator, Competitive Strategies, Customer Relations, Customer Acquisition, Customer Retention, Direct Sales, Sales
Education
Ivy Tech Community College
Accounting and Business/Management
Gabriel Veliz Gabriel Veliz's JPMorgan Chase Bank, N.A. Experience April 2012 - August 2014
Job Financial Analyst at IBM
Industry Financial Services
Experience
IBM November 2014 - Present
The Children's Place September 2014 - December 2014
JPMorgan Chase Bank, N.A. April 2012 - August 2014
AT&T April 2010 - March 2012
Skills
Finance, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Strategic Planning, Logistics, Customer Service, Relationship Building, Sales, Networking, Negotiation, Spanish, Teamwork, Team Leadership, Deadline Oriented, Inventory Management, Budgets, PowerPoint
Education
Marist College 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General
Dutchess Community College 2005 — 2007
Associate of Science (AS), Business Administration and Management, General
IBM November 2014 - Present
The Children's Place September 2014 - December 2014
JPMorgan Chase Bank, N.A. April 2012 - August 2014
AT&T April 2010 - March 2012
Skills
Finance, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Lotus Notes, Strategic Planning, Logistics, Customer Service, Relationship Building, Sales, Networking, Negotiation, Spanish, Teamwork, Team Leadership, Deadline Oriented, Inventory Management, Budgets, PowerPoint
Education
Marist College 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General
Dutchess Community College 2005 — 2007
Associate of Science (AS), Business Administration and Management, General
Dominic Levato Dominic Levato's JPMorgan Chase Bank, N.A. Experience April 2014 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. April 2014 - Present
JPMorgan Chase Bank, N.A. July 2011 - April 2014
JPMorgan Chase Bank, N.A. February 2010 - June 2011
JPMorgan Chase Bank, N.A. November 2007 - February 2010
Education
Illinois State University 2002 — 2006
Bachelor's degree, Finance, General
Illinois State University 2002 — 2006
Bachelor's degree, Insurance
JPMorgan Chase Bank, N.A. April 2014 - Present
JPMorgan Chase Bank, N.A. July 2011 - April 2014
JPMorgan Chase Bank, N.A. February 2010 - June 2011
JPMorgan Chase Bank, N.A. November 2007 - February 2010
Education
Illinois State University 2002 — 2006
Bachelor's degree, Finance, General
Illinois State University 2002 — 2006
Bachelor's degree, Insurance
Sobia Arshad Sobia Arshad's JPMorgan Chase Bank, N.A. Experience December 2009 - Present
Job
Industry Banking
Experience
JPMorgan Chase Bank, N.A. December 2009 - Present
Education
Farmingdale State College 2007 — 2008
BS, BioScience
State University of New York at Stony Brook 2000 — 2005
Biology
Bronx High School of Science 1996 — 2000
Regents, Science
JPMorgan Chase Bank, N.A. December 2009 - Present
Education
Farmingdale State College 2007 — 2008
BS, BioScience
State University of New York at Stony Brook 2000 — 2005
Biology
Bronx High School of Science 1996 — 2000
Regents, Science
Morgan Weiss's JPMorgan Chase Bank, N.A. Experience August 2013 - Present
Job Senior Administrative Assistant at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. August 2013 - Present
JPMorgan Chase Bank, N.A. October 2011 - August 2013
Livingston board of Education September 2008 - June 2010
Livingston Board of Education September 2006 - June 2008
Education
Fairleigh Dickinson University
MAT, Education
Livingston High School
University of Hartford
BA, Communications and Advertising
JPMorgan Chase Bank, N.A. August 2013 - Present
JPMorgan Chase Bank, N.A. October 2011 - August 2013
Livingston board of Education September 2008 - June 2010
Livingston Board of Education September 2006 - June 2008
Education
Fairleigh Dickinson University
MAT, Education
Livingston High School
University of Hartford
BA, Communications and Advertising
James Ramage James Ramage's JPMorgan Chase Bank, N.A. Experience 2009 - 2010
Job Managing DirectorIndustrials/Mining & Metals, Corporate & Investment Banking at Santander Bank, N.A.
Industry Banking
Experience
Santander Bank, N.A. 2014 - Present
Standard Chartered Bank 2011 - 2013
Standard Chartered Bank 2010 - December 2011
JPMorgan Chase Bank, N.A. 2009 - 2010
JPMorgan Chase Bank, N.A. 2006 - 2008
JPMorgan Chase Bank, N.A. 2003 - 2006
Skills
Due Diligence, Restructuring, Investment Banking, Fixed Income, Credit, Risk Management, Portfolio Management, Banking, Credit Risk, Commercial Banking, Leveraged Finance, Capital Markets, Loans, Corporate Finance, Syndications
Education
Fordham Gabelli School of Business
MBA, Finance
Hobart and William Smith Colleges 1977 — 1981
BA
Nichols School, Buffalo, NY 1972 — 1977
Santander Bank, N.A. 2014 - Present
Standard Chartered Bank 2011 - 2013
Standard Chartered Bank 2010 - December 2011
JPMorgan Chase Bank, N.A. 2009 - 2010
JPMorgan Chase Bank, N.A. 2006 - 2008
JPMorgan Chase Bank, N.A. 2003 - 2006
Skills
Due Diligence, Restructuring, Investment Banking, Fixed Income, Credit, Risk Management, Portfolio Management, Banking, Credit Risk, Commercial Banking, Leveraged Finance, Capital Markets, Loans, Corporate Finance, Syndications
Education
Fordham Gabelli School of Business
MBA, Finance
Hobart and William Smith Colleges 1977 — 1981
BA
Nichols School, Buffalo, NY 1972 — 1977
Vanessa Roxas's JPMorgan Chase Bank, N.A. Experience March 2014 - Present
Job Vice President, Assistant General Counsel at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. March 2014 - Present
Skills
Corporate Governance, Corporate Law, Litigation, Privacy Law, Securities, Bankruptcy, Securities Regulation, Intellectual Property, Joint Ventures, Licensing, Arbitration, Legal Compliance, Banking Law, Commercial Litigation, Legal Research, Legal Writing
Education
Fordham University School of Law 1998 — 2002
Juris Doctor (J.D.)
State University of New York at Albany 1993 — 1996
Bachelor's Degree
Lesley University 1991 — 1993
Bachelor's Degree
Stuyvesant High School 1988 — 1991
High School
JPMorgan Chase Bank, N.A. March 2014 - Present
Skills
Corporate Governance, Corporate Law, Litigation, Privacy Law, Securities, Bankruptcy, Securities Regulation, Intellectual Property, Joint Ventures, Licensing, Arbitration, Legal Compliance, Banking Law, Commercial Litigation, Legal Research, Legal Writing
Education
Fordham University School of Law 1998 — 2002
Juris Doctor (J.D.)
State University of New York at Albany 1993 — 1996
Bachelor's Degree
Lesley University 1991 — 1993
Bachelor's Degree
Stuyvesant High School 1988 — 1991
High School
Stephanie Zwade Stephanie Zwade's JPMorgan Chase Bank, N.A. Experience February 2013 - Present
Job
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. February 2013 - Present
Morgan Stanley Wealth Management June 2012 - February 2013
Education
Nova Southeastern University 2008 — 2009
Master of Business Administration (MBA)
East Carolina University 1996 — 2000
Bachelor of Science (BS)
JPMorgan Chase Bank, N.A. February 2013 - Present
Morgan Stanley Wealth Management June 2012 - February 2013
Education
Nova Southeastern University 2008 — 2009
Master of Business Administration (MBA)
East Carolina University 1996 — 2000
Bachelor of Science (BS)
Enith Hauenstein Enith Hauenstein's JPMorgan Chase Bank, N.A. Experience July 2011 - Present
Job Relationship Banker at JPMORGAN CHASE BANK, N. A.
Industry Financial Services
Experience
JPMORGAN CHASE BANK, N.A. July 2011 - Present
T-Mobile March 2009 - June 2011
Louisville Ladder Inc June 2007 - February 2009
Education
University of Louisville 2000 — 2005
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General
Jefferson Community College
JPMORGAN CHASE BANK, N.A. July 2011 - Present
T-Mobile March 2009 - June 2011
Louisville Ladder Inc June 2007 - February 2009
Education
University of Louisville 2000 — 2005
Bachelor of Applied Science (BASc), Marketing/Marketing Management, General
Jefferson Community College
Diane Waller Diane Waller's JPMorgan Chase Bank, N.A. Experience 1987 - 1997
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock May 2011 - Present
CLS Bank International February 2008 - August 2010
DTCC April 1997 - February 2008
JPMorgan Chase Bank, N.A. 1987 - 1997
Katten Muchin Rosenman LLP (formerly Rosenman & Colin) 1983 - 1987
Thacher Proffitt & Wood LLP 1981 - 1983
Education
New York University School of Law 1978 — 1981
J.D., Law
Duke University 1974 — 1978
B.A., Political Science
BlackRock May 2011 - Present
CLS Bank International February 2008 - August 2010
DTCC April 1997 - February 2008
JPMorgan Chase Bank, N.A. 1987 - 1997
Katten Muchin Rosenman LLP (formerly Rosenman & Colin) 1983 - 1987
Thacher Proffitt & Wood LLP 1981 - 1983
Education
New York University School of Law 1978 — 1981
J.D., Law
Duke University 1974 — 1978
B.A., Political Science
Shebna Olsen Shebna Olsen's JPMorgan Chase Bank, N.A. Experience January 2013 - Present
Job Vice PresidentPrivate Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. January 2013 - Present
HSBC April 2012 - January 2013
HSBC October 2008 - April 2012
Wachovia Securities April 2001 - October 2008
Morgan Stanley June 1998 - April 2001
Education
Columbia University - School of International and Public Affairs 2006 — 2008
Master, International Finance/Management
Columbia University in the City of New York 2003 — 2006
Bachelor of Arts, Economics
JPMorgan Chase Bank, N.A. January 2013 - Present
HSBC April 2012 - January 2013
HSBC October 2008 - April 2012
Wachovia Securities April 2001 - October 2008
Morgan Stanley June 1998 - April 2001
Education
Columbia University - School of International and Public Affairs 2006 — 2008
Master, International Finance/Management
Columbia University in the City of New York 2003 — 2006
Bachelor of Arts, Economics
Craig Havlin Craig Havlin's JPMorgan Chase Bank, N.A. Experience January 2011 - Present
Job Mortgage Underwriter at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. January 2011 - Present
Proficio Mortgage Ventures LLC February 2009 - January 2011
VanDyk Mortgage August 2007 - February 2009
Decision One Mortgage; Division of HSBC Mortgage Services April 2004 - August 2007
Covenant Financial Group August 2001 - March 2004
EquiCredit Corporation, Division of Bank of America August 1997 - August 2001
Mortgage Finders, Inc. January 1995 - August 1997
Discover Financial Services April 1991 - August 1997
Skills
Sales, FHA, Loan Origination, Finance, Leadership, Loan Servicing, Loans, Mortgage Banking, Mortgage Lending, Real Estate, Refinance, USDA, Underwriting, Credit, Residential Mortgages
Education
Columbus State
Business Management
Independence High School
JPMorgan Chase Bank, N.A. January 2011 - Present
Proficio Mortgage Ventures LLC February 2009 - January 2011
VanDyk Mortgage August 2007 - February 2009
Decision One Mortgage; Division of HSBC Mortgage Services April 2004 - August 2007
Covenant Financial Group August 2001 - March 2004
EquiCredit Corporation, Division of Bank of America August 1997 - August 2001
Mortgage Finders, Inc. January 1995 - August 1997
Discover Financial Services April 1991 - August 1997
Skills
Sales, FHA, Loan Origination, Finance, Leadership, Loan Servicing, Loans, Mortgage Banking, Mortgage Lending, Real Estate, Refinance, USDA, Underwriting, Credit, Residential Mortgages
Education
Columbus State
Business Management
Independence High School
Sara Ortiz Sara Ortiz's JPMorgan Chase Bank, N.A. Experience October 2014 - Present
Job Relationship Banker Small Business Specialist, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2014 - Present
Mary Kay Inc. November 2011 - Present
JPMorgan Chase Bank, N.A. June 2012 - October 2014
PNC April 2010 - June 2012
National City Bank October 2008 - April 2010
Ann Taylor January 2007 - January 2010
Marriott International January 2007 - October 2008
Education
Eastern Michigan University 2002 — 2006
Bachelor of Science (B.S.), Psychology
Eastern Michigan University 2002 — 2006
Bachelor of Science (B.S.), Communication and Media Studies
Grand Blanc High School 1999 — 2002
JPMorgan Chase Bank, N.A. October 2014 - Present
Mary Kay Inc. November 2011 - Present
JPMorgan Chase Bank, N.A. June 2012 - October 2014
PNC April 2010 - June 2012
National City Bank October 2008 - April 2010
Ann Taylor January 2007 - January 2010
Marriott International January 2007 - October 2008
Education
Eastern Michigan University 2002 — 2006
Bachelor of Science (B.S.), Psychology
Eastern Michigan University 2002 — 2006
Bachelor of Science (B.S.), Communication and Media Studies
Grand Blanc High School 1999 — 2002
Melissa Arteaga's JPMorgan Chase Bank, N.A. Experience October 2013 - Present
Job Relationship Banker at J P Morgan Chase Bank, N.A
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2013 - Present
Fifth Third Bank February 2012 - October 2013
Fifth Third Bank July 2010 - February 2012
Education
DePaul University 2013 — 2016
Bachelor's degree, Finance, General
JPMorgan Chase Bank, N.A. October 2013 - Present
Fifth Third Bank February 2012 - October 2013
Fifth Third Bank July 2010 - February 2012
Education
DePaul University 2013 — 2016
Bachelor's degree, Finance, General
Adrienne (Wehrmeister) Stephens's JPMorgan Chase Bank, N.A. Experience May 2014 - Present
Job Private Client Advisor
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2015 - Present
JPMorgan Chase Bank, N.A. May 2014 - Present
JP Morgan Chase Bank, N.A. July 2012 - May 2014
JPMorgan Chase Bank, N.A. April 2010 - July 2012
Education
Illinois State University 1998 — 2002
BA, Political Science
Hinsdale Central High School 1994 — 1998
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
JP Morgan Chase Bank, N.A. July 2015 - Present
JPMorgan Chase Bank, N.A. May 2014 - Present
JP Morgan Chase Bank, N.A. July 2012 - May 2014
JPMorgan Chase Bank, N.A. April 2010 - July 2012
Education
Illinois State University 1998 — 2002
BA, Political Science
Hinsdale Central High School 1994 — 1998
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Daniel Antokal Daniel Antokal's JPMorgan Chase Bank, N.A. Experience July 2005 - April 2007
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Antokal & Associates LLC November 2013 - April 2014
JPMorgan Chase May 2007 - November 2013
JPMorgan Chase Bank, N.A. July 2005 - April 2007
JPMorgan Chase Bank, N.A. December 2002 - June 2005
JPMorgan Chase Bank, N.A. April 2000 - November 2002
JPMorgan Chase Bank, N.A. April 1999 - April 2000
Education
College for Financial Planning 2008 — 2013
Certificate of Completion of the CFP Certification Professional Education Program, Financial Planning and Services
Fordham University 1987 — 1990
Master of Business Administration (MBA), Finance, General
Georgetown University 1982 — 1986
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General
Christopher Columbus High School 1978 — 1982
Ameriprise Financial Services, Inc. April 2014 - Present
Antokal & Associates LLC November 2013 - April 2014
JPMorgan Chase May 2007 - November 2013
JPMorgan Chase Bank, N.A. July 2005 - April 2007
JPMorgan Chase Bank, N.A. December 2002 - June 2005
JPMorgan Chase Bank, N.A. April 2000 - November 2002
JPMorgan Chase Bank, N.A. April 1999 - April 2000
Education
College for Financial Planning 2008 — 2013
Certificate of Completion of the CFP Certification Professional Education Program, Financial Planning and Services
Fordham University 1987 — 1990
Master of Business Administration (MBA), Finance, General
Georgetown University 1982 — 1986
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General
Christopher Columbus High School 1978 — 1982
Jennifer (Henline) Chipps's JPMorgan Chase Bank, N.A. Experience June 2014 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. June 2014 - Present
Steptoe & Johnson PLLC August 2008 - September 2010
West Union Bank April 1999 - July 2008
Skills
Microsoft Excel, Financial Analysis, Teamwork, Banking, Microsoft Office, Customer Service, Microsoft Word, Microsoft Power Point, Microsoft Publisher, Microsoft Visio, Microsoft Visual Basic, Research, SQL, DB2, z/OS
Education
Fairmont State University 2012 — 2014
Bachelor of Science (BS), Finance, General, 3.71
Liberty High School 1988 — 1990
JPMorgan Chase Bank, N.A. June 2014 - Present
Steptoe & Johnson PLLC August 2008 - September 2010
West Union Bank April 1999 - July 2008
Skills
Microsoft Excel, Financial Analysis, Teamwork, Banking, Microsoft Office, Customer Service, Microsoft Word, Microsoft Power Point, Microsoft Publisher, Microsoft Visio, Microsoft Visual Basic, Research, SQL, DB2, z/OS
Education
Fairmont State University 2012 — 2014
Bachelor of Science (BS), Finance, General, 3.71
Liberty High School 1988 — 1990
Renee Pyka Renee Pyka's JPMorgan Chase Bank, N.A. Experience September 2010 - Present
Job Vice President Chase Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2010 - Present
Pyka & Associates Inc June 2009 - September 2010
Merrill Lynch November 2006 - June 2009
Education
University of North Florida - College of Business Administration 2005 — 2006
MBA, Management, Finance
Flagler College 2000 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
JPMorgan Chase Bank, N.A. September 2010 - Present
Pyka & Associates Inc June 2009 - September 2010
Merrill Lynch November 2006 - June 2009
Education
University of North Florida - College of Business Administration 2005 — 2006
MBA, Management, Finance
Flagler College 2000 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Nancy Barwig's JPMorgan Chase Bank, N.A. Experience January 2003 - Present
Job Vice President
Industry Banking
Experience
JPMorgan Chase Bank, N.A. January 2003 - Present
Skills
Public Relations, Marketing Communications, Internal Communications
Education
Indiana University - Kelley School of Business
Bachelor of Business, Marketing
Purdue University Calumet
Master of Business Administration (MBA)
JPMorgan Chase Bank, N.A. January 2003 - Present
Skills
Public Relations, Marketing Communications, Internal Communications
Education
Indiana University - Kelley School of Business
Bachelor of Business, Marketing
Purdue University Calumet
Master of Business Administration (MBA)
Nicole Leffler Nicole Leffler's JPMorgan Chase Bank, N.A. Experience May 2014 - February 2015
Job Assistant Account Executive
Industry Marketing and Advertising
Experience
ZenithOptimedia Group I The ROI Agency February 2015 - Present
JPMorgan Chase Bank, N.A. May 2014 - February 2015
Barbara C. Wilson Preschool June 2013 - August 2013
ACDS Preschool June 2013 - August 2013
Barbara C. Wilson Preschool June 2012 - August 2012
University of Michigan Psychology Department September 2011 - December 2011
Tyler Hill Camp June 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Public Speaking, Leadership
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Psychology
John Cabot University 2013 — 2013
Half Hollow Hills High School East 2006 — 2010
High School
ZenithOptimedia Group I The ROI Agency February 2015 - Present
JPMorgan Chase Bank, N.A. May 2014 - February 2015
Barbara C. Wilson Preschool June 2013 - August 2013
ACDS Preschool June 2013 - August 2013
Barbara C. Wilson Preschool June 2012 - August 2012
University of Michigan Psychology Department September 2011 - December 2011
Tyler Hill Camp June 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Public Speaking, Leadership
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Psychology
John Cabot University 2013 — 2013
Half Hollow Hills High School East 2006 — 2010
High School
Cynthia S Wang's JPMorgan Chase Bank, N.A. Experience August 2014 - Present
Job JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. August 2014 - Present
SELF EMPLOYED - PHOTOGRAPHY January 2011 - Present
JPMorgan Chase Bank, N.A. January 2014 - July 2014
JPMorgan Chase Bank, N.A. August 2008 - December 2013
JPMorgan Chase Bank, N.A. December 2006 - July 2008
SELF EMPLOYED - CHILDCARE PROVIDER June 2003 - July 2008
Illinois State University August 2000 - May 2003
Bradford Commercial Real Estate Services June 1997 - July 2000
Skills
Banking, Credit, Financial Services, Credit Analysis, Relationship Management, Risk Management, Customer Service, Loans, Mortgage Lending, Microsoft Excel, Finance, Financial Analysis, Management, Microsoft Office, Sales
Education
Illinois State University 2000 — 2003
Fine and Studio Arts - Printmaking, Graduate School
The University of Dallas 1995 — 1999
Bachelor of Arts (B.A.), Fine and Studio Arts
Richardson High School
JPMorgan Chase Bank, N.A. August 2014 - Present
SELF EMPLOYED - PHOTOGRAPHY January 2011 - Present
JPMorgan Chase Bank, N.A. January 2014 - July 2014
JPMorgan Chase Bank, N.A. August 2008 - December 2013
JPMorgan Chase Bank, N.A. December 2006 - July 2008
SELF EMPLOYED - CHILDCARE PROVIDER June 2003 - July 2008
Illinois State University August 2000 - May 2003
Bradford Commercial Real Estate Services June 1997 - July 2000
Skills
Banking, Credit, Financial Services, Credit Analysis, Relationship Management, Risk Management, Customer Service, Loans, Mortgage Lending, Microsoft Excel, Finance, Financial Analysis, Management, Microsoft Office, Sales
Education
Illinois State University 2000 — 2003
Fine and Studio Arts - Printmaking, Graduate School
The University of Dallas 1995 — 1999
Bachelor of Arts (B.A.), Fine and Studio Arts
Richardson High School
Gabriel Thompson's JPMorgan Chase Bank, N.A. Experience November 2011 - March 2013
Job Branch Manager Trainee
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
KeyBank December 2014 - June 2015
JPMorgan Securities, LLC March 2013 - December 2014
JPMorgan Chase Bank, N.A. November 2011 - March 2013
JPMorgan Chase Bank, N.A. August 2010 - November 2011
JPMorgan Chase Bank, N.A. September 2008 - August 2010
Calvin Klein March 2006 - March 2008
Skills
Customer Service, Management, Sales, Finance, Credit, Direct Sales, Microsoft Office, Banking, Mutual Funds, Sales Management, Investments, Microsoft Excel
Education
Everett Community College 2005 — 2007
Associate of Arts and Sciences (AAS), General
Everett Community College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), General Studies
JPMorgan Chase & Co. June 2015 - Present
KeyBank December 2014 - June 2015
JPMorgan Securities, LLC March 2013 - December 2014
JPMorgan Chase Bank, N.A. November 2011 - March 2013
JPMorgan Chase Bank, N.A. August 2010 - November 2011
JPMorgan Chase Bank, N.A. September 2008 - August 2010
Calvin Klein March 2006 - March 2008
Skills
Customer Service, Management, Sales, Finance, Credit, Direct Sales, Microsoft Office, Banking, Mutual Funds, Sales Management, Investments, Microsoft Excel
Education
Everett Community College 2005 — 2007
Associate of Arts and Sciences (AAS), General
Everett Community College 2005 — 2007
Associate of Arts and Sciences (A.A.S.), General Studies
Greggory Brant Greggory Brant's JPMorgan Chase Bank, N.A. Experience February 2014 - August 2014
Job Private Client Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management August 2014 - Present
JPMorgan Chase Bank, N.A. February 2014 - August 2014
Evershore Financial Group August 2013 - February 2014
PNC August 2011 - August 2013
GNC December 2009 - July 2011
PNC April 2010 - August 2010
Skills
Banking, Financial Analysis, Wealth Management, Life Insurance, Fixed Annuities, Investment Strategies, Financial Modeling, Financial Reporting, Retirement, Essbase, Personal Financial..., Leadership, Financial Strategy, Retirement Strategies, Strategic Partnerships, Variable Annuities, Long Term Care Insurance, Disability Insurance, Public Speaking, Excel
Education
Duquesne University 2012 — 2013
Executive Certificate in Financial Planning
Robert Morris University 2011 — 2012
MBA, Business
Robert Morris University
B.S., Financial Mathematics
Bernstein Global Wealth Management August 2014 - Present
JPMorgan Chase Bank, N.A. February 2014 - August 2014
Evershore Financial Group August 2013 - February 2014
PNC August 2011 - August 2013
GNC December 2009 - July 2011
PNC April 2010 - August 2010
Skills
Banking, Financial Analysis, Wealth Management, Life Insurance, Fixed Annuities, Investment Strategies, Financial Modeling, Financial Reporting, Retirement, Essbase, Personal Financial..., Leadership, Financial Strategy, Retirement Strategies, Strategic Partnerships, Variable Annuities, Long Term Care Insurance, Disability Insurance, Public Speaking, Excel
Education
Duquesne University 2012 — 2013
Executive Certificate in Financial Planning
Robert Morris University 2011 — 2012
MBA, Business
Robert Morris University
B.S., Financial Mathematics
Wiwatsorn Viwatthanasorn Wiwatsorn Viwatthanasorn's JPMorgan Chase Bank, N.A. Experience July 2011 - December 2012
Job Private Client Investment Associate
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. July 2011 - December 2012
JPMorgan Chase Bank, N.A. May 2007 - July 2011
JPMorgan Chase Bank, N.A. July 2008 - March 2009
Enterprise Rent-A-Car January 2007 - May 2007
Education
Fairfield University 2002 — 2006
Bachelor's degree, International Business/Trade/Commerce
J.P. Morgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. July 2011 - December 2012
JPMorgan Chase Bank, N.A. May 2007 - July 2011
JPMorgan Chase Bank, N.A. July 2008 - March 2009
Enterprise Rent-A-Car January 2007 - May 2007
Education
Fairfield University 2002 — 2006
Bachelor's degree, International Business/Trade/Commerce
Antonio Mannino's JPMorgan Chase Bank, N.A. Experience June 2014 - Present
Job Relationship Banker
Industry Financial Services
Experience
Jpmorgan Chase Bank, N.A. June 2014 - Present
Hennion & Walsh June 2013 - June 2014
PSECU February 2012 - February 2013
Nationwide Insurance September 2012 - November 2012
Brothers Pizza April 2009 - August 2011
Drug Fair Group, Inc. April 2006 - August 2008
Education
East Stroudsburg University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Universidad de Granada 2012 — 2012
Spanish Minor, A
Jpmorgan Chase Bank, N.A. June 2014 - Present
Hennion & Walsh June 2013 - June 2014
PSECU February 2012 - February 2013
Nationwide Insurance September 2012 - November 2012
Brothers Pizza April 2009 - August 2011
Drug Fair Group, Inc. April 2006 - August 2008
Education
East Stroudsburg University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Universidad de Granada 2012 — 2012
Spanish Minor, A
Paul Trujillo Paul Trujillo's JPMorgan Chase Bank, N.A. Experience January 2014 - Present
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. January 2014 - Present
Education
Fordham University
Finance
NY Institute of Finance
Executive Courses
JPMorgan Chase Bank, N.A. January 2014 - Present
Education
Fordham University
Finance
NY Institute of Finance
Executive Courses
Ian Santorella's JPMorgan Chase Bank, N.A. Experience April 2013 - September 2014
Job TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
JPMorgan Chase Bank, N.A. April 2013 - September 2014
JPMorgan Chase Bank, N.A. September 2008 - March 2013
Bank of America December 2007 - September 2008
Bank of America May 2001 - September 2008
Bank of America May 2006 - December 2007
Skills
Mortgage Banking, Residential Mortgages, SBA, Commercial Mortgages, Personal Banking, Bank Secrecy Act, Internet Banking, Insurance, Teller Operations, KYC, Merchant Services, Construction Loans, Operational Risk, Wealth Management, Loss Mitigation
Education
Collin County Community College
Associate of Arts (A.A.), General Studies
TIAA-CREF September 2014 - Present
JPMorgan Chase Bank, N.A. April 2013 - September 2014
JPMorgan Chase Bank, N.A. September 2008 - March 2013
Bank of America December 2007 - September 2008
Bank of America May 2001 - September 2008
Bank of America May 2006 - December 2007
Skills
Mortgage Banking, Residential Mortgages, SBA, Commercial Mortgages, Personal Banking, Bank Secrecy Act, Internet Banking, Insurance, Teller Operations, KYC, Merchant Services, Construction Loans, Operational Risk, Wealth Management, Loss Mitigation
Education
Collin County Community College
Associate of Arts (A.A.), General Studies
Pedro H. Dias's JPMorgan Chase Bank, N.A. Experience April 2013 - May 2014
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - June 2015
JPMorgan Chase Bank, N.A. April 2013 - May 2014
JPMorgan Chase Bank, N.A. June 2012 - April 2013
Skills
Sales, Management, Customer Experience, Customer Retention, Retail Banking, Cross Selling, Sales Management, Building Relationships, Portuguese, Spanish, Series 63, Finance, Banking, Portfolio Management, Relationship Management, Credit, Customer Satisfaction, Financial Services, Customer Service, Financial Analysis, Series 7, Private Wealth..., Series 6, Leadership, Private Banking, Mortgage Lending, Securities Lending
Education
Golden Gate University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Dean's List - 3.6 G.P.A.
2015 Level I Candidate in the CFA Program
Skyline College 2010 — 2012
Associate's degree, Accounting
Skyline College 2010 — 2012
Associate's degree, Business Administration and Management, General
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - June 2015
JPMorgan Chase Bank, N.A. April 2013 - May 2014
JPMorgan Chase Bank, N.A. June 2012 - April 2013
Skills
Sales, Management, Customer Experience, Customer Retention, Retail Banking, Cross Selling, Sales Management, Building Relationships, Portuguese, Spanish, Series 63, Finance, Banking, Portfolio Management, Relationship Management, Credit, Customer Satisfaction, Financial Services, Customer Service, Financial Analysis, Series 7, Private Wealth..., Series 6, Leadership, Private Banking, Mortgage Lending, Securities Lending
Education
Golden Gate University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, Dean's List - 3.6 G.P.A.
2015 Level I Candidate in the CFA Program
Skyline College 2010 — 2012
Associate's degree, Accounting
Skyline College 2010 — 2012
Associate's degree, Business Administration and Management, General
Adam L. Tucker's JPMorgan Chase Bank, N.A. Experience March 2014 - Present
Job
Industry Banking
Experience
JPMorgan Chase Bank, N.A. March 2014 - Present
Education
Florida Coastal School of Law 2010 — 2012
JD with Honors, Litigation
Washburn University 2009 — 2010
MBA, International Business
Emporia State University 2005 — 2008
BS, Business Management
JPMorgan Chase Bank, N.A. March 2014 - Present
Education
Florida Coastal School of Law 2010 — 2012
JD with Honors, Litigation
Washburn University 2009 — 2010
MBA, International Business
Emporia State University 2005 — 2008
BS, Business Management
Hannes Gehring's JPMorgan Chase Bank, N.A. Experience November 2009 - October 2014
Job Vice President at Personal Capital
Industry Banking
Experience
Personal Capital November 2014 - Present
JPMorgan Chase Bank, N.A. November 2009 - October 2014
Axa Advisors March 2008 - July 2009
Robinson Financial Group April 2007 - March 2008
Skills
Financial Services, Finance, Management, Wealth Management, Asset Management, Retirement Planning, Investments, Financial Analysis, Portfolio Management, Sales
Education
Corban University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lake Oswego high school
Personal Capital November 2014 - Present
JPMorgan Chase Bank, N.A. November 2009 - October 2014
Axa Advisors March 2008 - July 2009
Robinson Financial Group April 2007 - March 2008
Skills
Financial Services, Finance, Management, Wealth Management, Asset Management, Retirement Planning, Investments, Financial Analysis, Portfolio Management, Sales
Education
Corban University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lake Oswego high school
Jan Galvez's JPMorgan Chase Bank, N.A. Experience July 2008 - March 2015
Job Vice President Senior Financial Advisor, Capital One
Industry Financial Services
Experience
Capital One April 2015 - Present
JPMorgan Chase Bank, N.A. July 2008 - March 2015
JPMorgan Chase February 2007 - June 2008
Skills
Microsoft Office, Finance, Financial Services, Portfolio Management, Investments, Series 63, Equities, Securities, Mutual Funds, Customer Service, Leadership, Banking, Wealth Management, Series 7
Education
Fordham University 2003 — 2017
Xavier High School 1999 — 2003
Capital One April 2015 - Present
JPMorgan Chase Bank, N.A. July 2008 - March 2015
JPMorgan Chase February 2007 - June 2008
Skills
Microsoft Office, Finance, Financial Services, Portfolio Management, Investments, Series 63, Equities, Securities, Mutual Funds, Customer Service, Leadership, Banking, Wealth Management, Series 7
Education
Fordham University 2003 — 2017
Xavier High School 1999 — 2003
John P. Capogna's JPMorgan Chase Bank, N.A. Experience February 2014 - Present
Job Vice President, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. February 2014 - Present
Morgan Stanley November 2009 - February 2014
Education
Fairfield University 2005 — 2009
Bachelor's degree, Finance, Information Technology
JPMorgan Chase Bank, N.A. February 2014 - Present
Morgan Stanley November 2009 - February 2014
Education
Fairfield University 2005 — 2009
Bachelor's degree, Finance, Information Technology
Victor Colon's JPMorgan Chase Bank, N.A. Experience June 2011 - Present
Job Relationship Banker JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. June 2011 - Present
ADT January 2010 - March 2011
AT&T August 2006 - October 2009
Education
Hudson County Community College 2010 — 2011
Associate's degree, Business Administration and Management, General
Nottingham High School 1994 — 1998
General, Art/Art Studies, General
JPMorgan Chase Bank, N.A. June 2011 - Present
ADT January 2010 - March 2011
AT&T August 2006 - October 2009
Education
Hudson County Community College 2010 — 2011
Associate's degree, Business Administration and Management, General
Nottingham High School 1994 — 1998
General, Art/Art Studies, General
Marceau Sautelet III, MBA's JPMorgan Chase Bank, N.A. Experience June 2014 - September 2015
Job Sr. Financial Sales Advisor II at BBVA Compass
Industry Financial Services
Experience
BBVA Compass September 2015 - Present
JPMorgan Chase Bank, N.A. June 2014 - September 2015
Chase February 2011 - June 2014
Front Range Financial Services September 2008 - February 2011
AIG SunAmerica August 2007 - September 2008
Chase October 2005 - May 2007
Chase July 2000 - October 2005
ING Direct USA February 1999 - August 1999
OppenheimerFunds August 1998 - April 1999
First Investors September 1995 - August 1998
Skills
Investments, Management, Loans, Finance, Financial Services, Leadership, Strategic Planning, Credit, Customer Service, Banking
Education
Regis University 2011 — 2013
Master of Business Administration (MBA), Health Industry Leadership
Cornell College 1988 — 1992
Bachelor's degree, Political Science, Philosophy
BBVA Compass September 2015 - Present
JPMorgan Chase Bank, N.A. June 2014 - September 2015
Chase February 2011 - June 2014
Front Range Financial Services September 2008 - February 2011
AIG SunAmerica August 2007 - September 2008
Chase October 2005 - May 2007
Chase July 2000 - October 2005
ING Direct USA February 1999 - August 1999
OppenheimerFunds August 1998 - April 1999
First Investors September 1995 - August 1998
Skills
Investments, Management, Loans, Finance, Financial Services, Leadership, Strategic Planning, Credit, Customer Service, Banking
Education
Regis University 2011 — 2013
Master of Business Administration (MBA), Health Industry Leadership
Cornell College 1988 — 1992
Bachelor's degree, Political Science, Philosophy
David Stead's JPMorgan Chase Bank, N.A. Experience December 2011 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. December 2011 - Present
Wells Fargo Bank, N.A. August 2010 - November 2011
Wells Fargo Financial May 2010 - August 2010
Education
Indiana University Bloomington 2002 — 2007
JPMorgan Chase Bank, N.A. December 2011 - Present
Wells Fargo Bank, N.A. August 2010 - November 2011
Wells Fargo Financial May 2010 - August 2010
Education
Indiana University Bloomington 2002 — 2007
Arturo Custodio Jr.'s JPMorgan Chase Bank, N.A. Experience January 2012 - April 2015
Job Implementation Associate at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase Bank, N.A. January 2012 - April 2015
TD Bank, N.A. October 2009 - December 2011
Education
Fairleigh Dickinson University 2010 — 2011
Bachelor of Science (B.S.)
Raritan Valley Community College 2008 — 2010
Associate of Arts (AA)
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase Bank, N.A. January 2012 - April 2015
TD Bank, N.A. October 2009 - December 2011
Education
Fairleigh Dickinson University 2010 — 2011
Bachelor of Science (B.S.)
Raritan Valley Community College 2008 — 2010
Associate of Arts (AA)
Marshall Hite Marshall Hite's JPMorgan Chase Bank, N.A. Experience 2005 - 2008
Job Vice President & Credit Products Officer at BBVA Compass, Municipal Finance Group
Industry Banking
Experience
BBVA Compass September 2015 - Present
Consultant - Independent & Cognolink Limited October 2013 - September 2015
Moody's Investors Service 2011 - 2013
MBIA / National Public Finance Guarantee 2008 - 2011
JPMorgan Chase Bank, N.A. 2005 - 2008
J.P. Morgan Securites Inc. 2004 - 2005
MBIA 2001 - 2004
Skills
Capital Markets, Bonds, Derivatives, Financial Structuring, Fixed Income, Credit Analysis, Credit, Financial Markets, Investment Banking, Hedge Funds, Credit Derivatives, Structured Finance, Credit Risk, Risk Management, Swaps, Portfolio Management, Equities, ABS, Securitization, Financial Modeling, Financial Services, Bloomberg, Securities, Loans, Valuation, Structured Products, Asset Management, Financial Risk, Risk Assessment, Public Finance, Financial Analysis, Banking, Investments, Corporate Finance
Education
Fordham University
Bachelor of Arts (B.A.), Economics
MBIA Credit Training Program
BBVA Compass September 2015 - Present
Consultant - Independent & Cognolink Limited October 2013 - September 2015
Moody's Investors Service 2011 - 2013
MBIA / National Public Finance Guarantee 2008 - 2011
JPMorgan Chase Bank, N.A. 2005 - 2008
J.P. Morgan Securites Inc. 2004 - 2005
MBIA 2001 - 2004
Skills
Capital Markets, Bonds, Derivatives, Financial Structuring, Fixed Income, Credit Analysis, Credit, Financial Markets, Investment Banking, Hedge Funds, Credit Derivatives, Structured Finance, Credit Risk, Risk Management, Swaps, Portfolio Management, Equities, ABS, Securitization, Financial Modeling, Financial Services, Bloomberg, Securities, Loans, Valuation, Structured Products, Asset Management, Financial Risk, Risk Assessment, Public Finance, Financial Analysis, Banking, Investments, Corporate Finance
Education
Fordham University
Bachelor of Arts (B.A.), Economics
MBIA Credit Training Program
Pieter Burhans Pieter Burhans's JPMorgan Chase Bank, N.A. Experience November 2009 - October 2013
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank, N.A. October 2013 - Present
JPMorgan Chase Bank, N.A. November 2009 - October 2013
Laidlaw & Company April 2009 - October 2009
Oppenheimer & Co. September 2008 - April 2009
Skills
Private Wealth..., Private Banking, Financial Planning, Financial Markets, Wealth Transfer Planning, Financial Analysis, Bloomberg, Microsoft Office, Attention To Detail, Excel, Public Speaking, Writing, Self Management, Critical Thinking, Decision Making, Mathematics, Accounting, Research, Team Leadership, Teamwork, New Business Acquisition, IRA Rollovers, 401 K Rollovers, Debt Elimination, Credit Analysis, Banking Relationships, Wealth Management..., Strategic Financial..., Series 7, Finance, Series 63, Equities, Wealth Management, Relationship Management
Education
Stony Brook University 2004 — 2006
BA, Economics
Hudson Valley Community College 2002 — 2004
AS, Business Administration
Wells Fargo Bank, N.A. October 2013 - Present
JPMorgan Chase Bank, N.A. November 2009 - October 2013
Laidlaw & Company April 2009 - October 2009
Oppenheimer & Co. September 2008 - April 2009
Skills
Private Wealth..., Private Banking, Financial Planning, Financial Markets, Wealth Transfer Planning, Financial Analysis, Bloomberg, Microsoft Office, Attention To Detail, Excel, Public Speaking, Writing, Self Management, Critical Thinking, Decision Making, Mathematics, Accounting, Research, Team Leadership, Teamwork, New Business Acquisition, IRA Rollovers, 401 K Rollovers, Debt Elimination, Credit Analysis, Banking Relationships, Wealth Management..., Strategic Financial..., Series 7, Finance, Series 63, Equities, Wealth Management, Relationship Management
Education
Stony Brook University 2004 — 2006
BA, Economics
Hudson Valley Community College 2002 — 2004
AS, Business Administration
Aleece O'Connell Aleece O'Connell's JPMorgan Chase Bank, N.A. Experience August 2015 - Present
Job Private Client Investment Associate at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. August 2015 - Present
JPMorgan Chase October 2013 - August 2015
J.P. Morgan February 2013 - October 2013
J.P. Morgan October 2010 - February 2013
Chase Investment Services Corp. April 2010 - October 2010
Education
Governors State University
Bachelor of Arts (BA), Interdisciplinary Studies
Purdue University
JPMorgan Chase Bank, N.A. August 2015 - Present
JPMorgan Chase October 2013 - August 2015
J.P. Morgan February 2013 - October 2013
J.P. Morgan October 2010 - February 2013
Chase Investment Services Corp. April 2010 - October 2010
Education
Governors State University
Bachelor of Arts (BA), Interdisciplinary Studies
Purdue University
Dennis Pettis's JPMorgan Chase Bank, N.A. Experience December 2014 - Present
Job Chase Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. December 2014 - Present
JPMorgan Chase Bank, N.A. January 2013 - Present
Education
College of Lake County 2005 — 2007
Associate of Arts and Sciences (A.A.S.)
JPMorgan Chase Bank, N.A. December 2014 - Present
JPMorgan Chase Bank, N.A. January 2013 - Present
Education
College of Lake County 2005 — 2007
Associate of Arts and Sciences (A.A.S.)
Frank Fioretti's JPMorgan Chase Bank, N.A. Experience May 2011 - March 2014
Job Sr. System Administrator at Huron Consulting Group
Industry Information Technology and Services
Experience
Huron Consulting Group March 2014 - Present
JPmorgan Chase Bank, N.A. May 2011 - March 2014
AT&T Mobility October 2009 - January 2011
TigerDirect.com July 2007 - October 2009
Skills
Finance, Sales, Coaching, Cheese, Pants, Banking, Mortgage Banking, Investments, Credit, Financial Analysis, Loans, Relationship Management, Credit Analysis, Portfolio Management, Risk Management, Financial Modeling, Management, Consulting, Hiring Employees, Interviews, Sales Rep Training, Active Directory, Windows 7, Windows Server, Group Policy, Windows Domain
Education
DeVry University
Moraine Valley Community College
Huron Consulting Group March 2014 - Present
JPmorgan Chase Bank, N.A. May 2011 - March 2014
AT&T Mobility October 2009 - January 2011
TigerDirect.com July 2007 - October 2009
Skills
Finance, Sales, Coaching, Cheese, Pants, Banking, Mortgage Banking, Investments, Credit, Financial Analysis, Loans, Relationship Management, Credit Analysis, Portfolio Management, Risk Management, Financial Modeling, Management, Consulting, Hiring Employees, Interviews, Sales Rep Training, Active Directory, Windows 7, Windows Server, Group Policy, Windows Domain
Education
DeVry University
Moraine Valley Community College
Frances Ryan's JPMorgan Chase Bank, N.A. Experience May 2009 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. May 2009 - Present
JPMorgan Chase Bank, N.A. May 2009 - September 2012
Murphy Broadcasting October 2007 - October 2008
Sun Orchard, Inc 2000 - 2002
Skills
Lines Of Credit, Cross Selling, Residential Mortgages, Credit Cards, Mortgage Lending, Credit, Management, Leadership, Banking, Loans, Consumer Lending, Microsoft Excel, Cash Management, Retail Banking, Loan Origination, Deposits, FHA, Retail Banking, high...
Education
Grand Canyon University 1998 — 1999
Bachelor of Science (B.S.), Business Management
Community College of Denver 1973 — 1975
Associate of Arts (A.A.), Psychology, Dean's List
University of Denver
JPMorgan Chase Bank, N.A. May 2009 - Present
JPMorgan Chase Bank, N.A. May 2009 - September 2012
Murphy Broadcasting October 2007 - October 2008
Sun Orchard, Inc 2000 - 2002
Skills
Lines Of Credit, Cross Selling, Residential Mortgages, Credit Cards, Mortgage Lending, Credit, Management, Leadership, Banking, Loans, Consumer Lending, Microsoft Excel, Cash Management, Retail Banking, Loan Origination, Deposits, FHA, Retail Banking, high...
Education
Grand Canyon University 1998 — 1999
Bachelor of Science (B.S.), Business Management
Community College of Denver 1973 — 1975
Associate of Arts (A.A.), Psychology, Dean's List
University of Denver
Geralyn Boccher Geralyn Boccher's JPMorgan Chase Bank, N.A. Experience
Job Vice President, Assistant General Counsel at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A.
Skills
Litigation Management
Education
Emory University School of Law
Doctor of Law (J.D.)
Rutgers College, New Brunswick, NJ
Bachelor of Arts (BA), Philosophy; Art History
JPMorgan Chase Bank, N.A.
Skills
Litigation Management
Education
Emory University School of Law
Doctor of Law (J.D.)
Rutgers College, New Brunswick, NJ
Bachelor of Arts (BA), Philosophy; Art History
Amber Stewart, CFP(R) Amber Stewart, CFP(R)'s JPMorgan Chase Bank, N.A. Experience July 2010 - September 2011
Job Associate at Gresham Partners, LLC
Industry Financial Services
Experience
Gresham Partners LLC September 2011 - Present
JPMorgan Chase Bank, N.A. July 2010 - September 2011
JPMorgan 2006 - June 2010
Skills
Investments, Asset Management, Wealth Management, Alternative Investments, Analysis, Microsoft Excel, Asset Allocation, Investment Strategies, Hedge Funds, Fixed Income, Portfolio Management, Equities, Securities, Financial Modeling
Education
DePauw University 1998 — 2002
DePaul University - Charles H. Kellstadt Graduate School of Business
Gresham Partners LLC September 2011 - Present
JPMorgan Chase Bank, N.A. July 2010 - September 2011
JPMorgan 2006 - June 2010
Skills
Investments, Asset Management, Wealth Management, Alternative Investments, Analysis, Microsoft Excel, Asset Allocation, Investment Strategies, Hedge Funds, Fixed Income, Portfolio Management, Equities, Securities, Financial Modeling
Education
DePauw University 1998 — 2002
DePaul University - Charles H. Kellstadt Graduate School of Business
Allan Christensen Allan Christensen's JPMorgan Chase Bank, N.A. Experience September 2014 - Present
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2014 - Present
Bank of America May 2011 - May 2013
JPMorgan Chase Bank, N.A. June 2007 - May 2011
California Bank & Trust April 2006 - June 2007
Wells Fargo September 2002 - April 2006
Education
Grossmont College 1993 — 1995
General Education
High School Graduate 1989 — 1993
JPMorgan Chase Bank, N.A. September 2014 - Present
Bank of America May 2011 - May 2013
JPMorgan Chase Bank, N.A. June 2007 - May 2011
California Bank & Trust April 2006 - June 2007
Wells Fargo September 2002 - April 2006
Education
Grossmont College 1993 — 1995
General Education
High School Graduate 1989 — 1993
Steven Wickwire Steven Wickwire's JPMorgan Chase Bank, N.A. Experience July 2011 - Present
Job Personal Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. July 2011 - Present
Puma May 2009 - June 2011
Levi Strauss & Co. August 2007 - April 2009
Ralph Lauren September 2006 - July 2007
Gap Inc. August 2002 - September 2006
Skills
Customer Experience, Team Leadership, Training Delivery, Peer Support, Communication, Professional Mentoring, Conflict Resolution, Job Coaching, Development Of Employees, Performance Metrics, Human Resources, Visual Merchandising, Creative Merchandising, Retail Banking, Retail Sales, Recruiting, Volunteering, Organization, Editing, Inventory Management, Management, Sales, Customer Service, Banking, Retail, Risk Management
Education
Farmingdale State College 2015 — 2016
Bachelor’s Degree, Business Management, Visual Communications
Suffolk County Community College 2014 — 2015
Associate's Degree, Business Administration and Management, General
JPMorgan Chase Bank, N.A. July 2011 - Present
Puma May 2009 - June 2011
Levi Strauss & Co. August 2007 - April 2009
Ralph Lauren September 2006 - July 2007
Gap Inc. August 2002 - September 2006
Skills
Customer Experience, Team Leadership, Training Delivery, Peer Support, Communication, Professional Mentoring, Conflict Resolution, Job Coaching, Development Of Employees, Performance Metrics, Human Resources, Visual Merchandising, Creative Merchandising, Retail Banking, Retail Sales, Recruiting, Volunteering, Organization, Editing, Inventory Management, Management, Sales, Customer Service, Banking, Retail, Risk Management
Education
Farmingdale State College 2015 — 2016
Bachelor’s Degree, Business Management, Visual Communications
Suffolk County Community College 2014 — 2015
Associate's Degree, Business Administration and Management, General
Lisa Scully Lisa Scully's JPMorgan Chase Bank, N.A. Experience 2012 - May 2014
Job Opening Specialist
Industry Banking
Experience
New Leaf Wholesale April 2015 - Present
JPMorgan Chase Bank, N.A. 2012 - May 2014
JPMorgan Chase Bank, N.A. 2011 - 2012
Platinum Home Mortgage (NMLS ID #13589) 2009 - 2010
Jakks Pacific 2008 - 2009
Coldwell Banker Residential Brokerage 2007 - 2008
MortgageIT 2005 - 2007
Skills
Mortgage Loan Document..., Wire Set-Up, Review/Sign Off..., FNMA and FHLMC, FHA and VA, Lending Expertise in..., Title Review, 10 Key by touch, Top Performer/Producer, Employee Training, File Management, Funding, Positive Team Player, Over 10 Years..., 10 Key, VA loans, REO, VA Loans, Refinance, Credit, Mortgage Banking, Mortgage Lending, Investment Properties, Banking, Real Estate, Titles
Education
National University 2001 — 2006
Forensic Science
Humboldt State University 1999 — 2000
Bachelor of Arts (BA), Anthropology
New Leaf Wholesale April 2015 - Present
JPMorgan Chase Bank, N.A. 2012 - May 2014
JPMorgan Chase Bank, N.A. 2011 - 2012
Platinum Home Mortgage (NMLS ID #13589) 2009 - 2010
Jakks Pacific 2008 - 2009
Coldwell Banker Residential Brokerage 2007 - 2008
MortgageIT 2005 - 2007
Skills
Mortgage Loan Document..., Wire Set-Up, Review/Sign Off..., FNMA and FHLMC, FHA and VA, Lending Expertise in..., Title Review, 10 Key by touch, Top Performer/Producer, Employee Training, File Management, Funding, Positive Team Player, Over 10 Years..., 10 Key, VA loans, REO, VA Loans, Refinance, Credit, Mortgage Banking, Mortgage Lending, Investment Properties, Banking, Real Estate, Titles
Education
National University 2001 — 2006
Forensic Science
Humboldt State University 1999 — 2000
Bachelor of Arts (BA), Anthropology
Jake McGrew's JPMorgan Chase Bank, N.A. Experience June 2011 - Present
Job Private Client Banker Small Business Specialist at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. June 2011 - Present
Old National Bank March 2009 - June 2011
Higher Symmetry Software January 2008 - March 2009
Education
Indiana University - Kelley School of Business 2010 — 2013
MBA, Finance
Indiana University—Purdue University Fort Wayne 2000 — 2005
Bachelors, Psychology, Business
JPMorgan Chase Bank, N.A. June 2011 - Present
Old National Bank March 2009 - June 2011
Higher Symmetry Software January 2008 - March 2009
Education
Indiana University - Kelley School of Business 2010 — 2013
MBA, Finance
Indiana University—Purdue University Fort Wayne 2000 — 2005
Bachelors, Psychology, Business
Jazmine E Jones Jazmine E Jones's JPMorgan Chase Bank, N.A. Experience August 2006 - January 2010
Job Funding Manager at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase February 2010 - Present
JPMorgan Chase Bank, N.A. August 2006 - January 2010
Bank One/Chase Bank, N.A. April 2005 - August 2006
Bank One December 2003 - April 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Real Estate Finance & Investments
DePaul University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Finance, General
Seton Academy 1995 — 1999
High School Diploma
JPMorgan Chase February 2010 - Present
JPMorgan Chase Bank, N.A. August 2006 - January 2010
Bank One/Chase Bank, N.A. April 2005 - August 2006
Bank One December 2003 - April 2005
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Real Estate Finance & Investments
DePaul University 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Finance, General
Seton Academy 1995 — 1999
High School Diploma
Dale Self's JPMorgan Chase Bank, N.A. Experience August 2012 - Present
Job Vice President Private Client Advisor JP Morgan Chase Bank, N.A.
Industry Investment Banking
Experience
JPMorgan Chase Bank, N.A. August 2012 - Present
Skills
Investments, Portfolio Management, Banking, Asset Management, Investment Advisory, Strategic Financial..., Investment Strategies, Fixed Annuities, Asset Allocation, Wealth Management, Mutual Funds, Fixed Income, Retirement Planning, Finance, Financial Services, IRAs, Asset Managment, Equities, Insurance, AAMS, 401k, Estate Planning, •Registered...
Education
Indiana University - Kelley School of Business 2004 — 2006
Bachelor Of Science
College Of Financial Planning 2003 — 2004
RP® AAMS®
JPMorgan Chase Bank, N.A. August 2012 - Present
Skills
Investments, Portfolio Management, Banking, Asset Management, Investment Advisory, Strategic Financial..., Investment Strategies, Fixed Annuities, Asset Allocation, Wealth Management, Mutual Funds, Fixed Income, Retirement Planning, Finance, Financial Services, IRAs, Asset Managment, Equities, Insurance, AAMS, 401k, Estate Planning, •Registered...
Education
Indiana University - Kelley School of Business 2004 — 2006
Bachelor Of Science
College Of Financial Planning 2003 — 2004
RP® AAMS®
Sunilda Vasquez Sunilda Vasquez's JPMorgan Chase Bank, N.A. Experience November 2013 - September 2015
Job Fidelity Investment
Industry Financial Services
Experience
Fidelity Investments October 2015 - Present
JPMorgan Chase Bank, N.A. November 2013 - September 2015
Nordstrom November 2012 - November 2013
ALMACENES SUNY August 2007 - September 2012
RUSSIN VECCHI & HEREDIA BONETTI August 2004 - August 2007
US Trust April 2001 - June 2003
Salomon Smith Barney Asset Management August 1999 - June 2001
Education
NYU School of Professional Studies 2015 — 2015
Pohs 2013 — 2013
University of Connecticut 2002 — 2007
St. John's University 1993 — 1996
Instituto Tecnológico de Santo Domingo 1984 — 1988
Fidelity Investments October 2015 - Present
JPMorgan Chase Bank, N.A. November 2013 - September 2015
Nordstrom November 2012 - November 2013
ALMACENES SUNY August 2007 - September 2012
RUSSIN VECCHI & HEREDIA BONETTI August 2004 - August 2007
US Trust April 2001 - June 2003
Salomon Smith Barney Asset Management August 1999 - June 2001
Education
NYU School of Professional Studies 2015 — 2015
Pohs 2013 — 2013
University of Connecticut 2002 — 2007
St. John's University 1993 — 1996
Instituto Tecnológico de Santo Domingo 1984 — 1988
Mitch Woods's JPMorgan Chase Bank, N.A. Experience December 2008 - Present
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. December 2008 - Present
Education
Georgetown College 2001 — 2005
BA, International Business, French
JPMorgan Chase Bank, N.A. December 2008 - Present
Education
Georgetown College 2001 — 2005
BA, International Business, French
Daniel Roh, CFP's JPMorgan Chase Bank, N.A. Experience May 1999 - Present
Job Vice President, Private Client Advisor with JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. May 1999 - Present
Janney Montgomery Scott May 1996 - May 1999
Education
College for Financial Planning 2003 — 2005
Master's Degree, Financial Planning and Services
Cornell University 1985 — 1989
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase Bank, N.A. May 1999 - Present
Janney Montgomery Scott May 1996 - May 1999
Education
College for Financial Planning 2003 — 2005
Master's Degree, Financial Planning and Services
Cornell University 1985 — 1989
Bachelor's degree, Business Administration and Management, General
Stephen Fiorilli's JPMorgan Chase Bank, N.A. Experience May 2012 - August 2013
Job .
Industry Banking
Experience
SunTrust Bank August 2013 - Present
JPMorgan Chase Bank, N.A. May 2012 - August 2013
KeyBank August 2010 - May 2012
JPMorgan Chase March 2006 - August 2010
KeyCorp 2004 - 2006
KeyCorp, Key Bank 2002 - 2004
Education
John Carroll University 1998 — 2002
Finance
SunTrust Bank August 2013 - Present
JPMorgan Chase Bank, N.A. May 2012 - August 2013
KeyBank August 2010 - May 2012
JPMorgan Chase March 2006 - August 2010
KeyCorp 2004 - 2006
KeyCorp, Key Bank 2002 - 2004
Education
John Carroll University 1998 — 2002
Finance
Deborah Kirsling's JPMorgan Chase Bank, N.A. Experience October 1999 - Present
Job Bankruptcy Team Leader at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase October 1999 - Present
JPMorgan Chase Bank, N.A. October 1999 - Present
Skills
Loans, Bankruptcy, Credit, Portfolio Management, Credit Analysis, Financial Analysis, Banking, Microsoft Excel, PowerPoint, Risk Management, Strategic Planning, Outlook, Microsoft Office, Mortgage Lending, Finance
Education
Glendale Community College
JPMorgan Chase October 1999 - Present
JPMorgan Chase Bank, N.A. October 1999 - Present
Skills
Loans, Bankruptcy, Credit, Portfolio Management, Credit Analysis, Financial Analysis, Banking, Microsoft Excel, PowerPoint, Risk Management, Strategic Planning, Outlook, Microsoft Office, Mortgage Lending, Finance
Education
Glendale Community College
Leslie Harris's JPMorgan Chase Bank, N.A. Experience November 2013 - Present
Job Vice President & Assistant General Counsel at JPMorgan Chase Bank, N.A.
Industry Legal Services
Experience
JPMorgan Chase Bank, N.A. November 2013 - Present
Girls Quest February 2011 - Present
Triumph Search Consultants June 2012 - October 2013
DC Freeman LLC January 2012 - June 2012
Buchanan Ingersoll & Rooney February 2008 - December 2011
Proskauer Rose LLP August 1996 - April 2003
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates November 1994 - July 1996
Skills
Commercial Litigation, Antitrust, Matrimonial and Family..., Legal Writing, Litigation, Civil Litigation
Education
Fordham University School of Law 1991 — 1994
JD, Law
Cornell University 1984 — 1987
B.A., Government
Trinity High School
JPMorgan Chase Bank, N.A. November 2013 - Present
Girls Quest February 2011 - Present
Triumph Search Consultants June 2012 - October 2013
DC Freeman LLC January 2012 - June 2012
Buchanan Ingersoll & Rooney February 2008 - December 2011
Proskauer Rose LLP August 1996 - April 2003
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates November 1994 - July 1996
Skills
Commercial Litigation, Antitrust, Matrimonial and Family..., Legal Writing, Litigation, Civil Litigation
Education
Fordham University School of Law 1991 — 1994
JD, Law
Cornell University 1984 — 1987
B.A., Government
Trinity High School
Joe Stam's JPMorgan Chase Bank, N.A. Experience 2000 - 2004
Job Senior Director Strategic Sourcing
Industry Insurance
Experience
Aon June 2012 - Present
Aon Corporation November 2004 - Present
JPMorgan Chase Bank, N.A. 2000 - 2004
Bank One 1987 - 2004
Skills
Business Process..., Change Management, Contract Negotiation, Cross-functional Team..., Global Sourcing, Management, Negotiation, Outsourcing, Procurement, Program Management, Purchasing, Risk Management, Sourcing, Spend Analysis, Strategic Planning, Strategic Sourcing, Strategy, Supply Management, Vendor Management
Education
DePaul University 1983 — 1988
Bachelor of Science (B.S.), Operations Management
Aon June 2012 - Present
Aon Corporation November 2004 - Present
JPMorgan Chase Bank, N.A. 2000 - 2004
Bank One 1987 - 2004
Skills
Business Process..., Change Management, Contract Negotiation, Cross-functional Team..., Global Sourcing, Management, Negotiation, Outsourcing, Procurement, Program Management, Purchasing, Risk Management, Sourcing, Spend Analysis, Strategic Planning, Strategic Sourcing, Strategy, Supply Management, Vendor Management
Education
DePaul University 1983 — 1988
Bachelor of Science (B.S.), Operations Management
Victor Tuohy's JPMorgan Chase Bank, N.A. Experience July 1975 - December 2009
Job Vice President at DTZ (formerly Cassidy Turley)
Industry Real Estate
Experience
Retired and enjoying time with family April 2015 - Present
DTZ (Successor to Cassidy Turley) January 2010 - April 2015
JPMorgan Chase Bank, N.A. July 1975 - December 2009
Skills
Disposition, Due Diligence, Real Estate, Portfolio Management, Real Estate Transactions, Asset Management, Leases, Corporate Real Estate, Brokerage, Location Intelligence, Lease Administration, Commercial Real Estate, Real Estate Development, Tenant, Landlords, Lease Negotiations, Real Estate Economics, Management
Education
Fordham Gabelli School of Business 1970 — 1972
B.S., MBA
Fordham University 1966 — 1970
B.S., Business / Marketing
Retired and enjoying time with family April 2015 - Present
DTZ (Successor to Cassidy Turley) January 2010 - April 2015
JPMorgan Chase Bank, N.A. July 1975 - December 2009
Skills
Disposition, Due Diligence, Real Estate, Portfolio Management, Real Estate Transactions, Asset Management, Leases, Corporate Real Estate, Brokerage, Location Intelligence, Lease Administration, Commercial Real Estate, Real Estate Development, Tenant, Landlords, Lease Negotiations, Real Estate Economics, Management
Education
Fordham Gabelli School of Business 1970 — 1972
B.S., MBA
Fordham University 1966 — 1970
B.S., Business / Marketing
Amy (Cook) Kane's JPMorgan Chase Bank, N.A. Experience June 2003 - June 2013
Job Senior Family Wealth Advisor at US Bank
Industry Banking
Experience
U.S. Bank June 2013 - Present
JPMorgan Chase Bank, N.A. June 2003 - June 2013
Deloitte May 2002 - June 2003
Andersen June 1999 - May 2002
Skills
Strategic Financial..., Financial Analysis, Tax, Financial Advisory, Wealth, Wealth Management, Financial Modeling, Due Diligence, Portfolio Management, High Net Worth..., Investments, Mutual Funds, Financial Services
Education
Indiana University - Kelley School of Business 1996 — 2000
Bachelor of Science (B.S.), Accounting and Finance
U.S. Bank June 2013 - Present
JPMorgan Chase Bank, N.A. June 2003 - June 2013
Deloitte May 2002 - June 2003
Andersen June 1999 - May 2002
Skills
Strategic Financial..., Financial Analysis, Tax, Financial Advisory, Wealth, Wealth Management, Financial Modeling, Due Diligence, Portfolio Management, High Net Worth..., Investments, Mutual Funds, Financial Services
Education
Indiana University - Kelley School of Business 1996 — 2000
Bachelor of Science (B.S.), Accounting and Finance
Shailin Chokshi's JPMorgan Chase Bank, N.A. Experience 2005 - 2007
Job Director of Finance at Xeron, Inc.
Industry Oil & Energy
Experience
Xeron, Inc. October 2008 - Present
Calpine August 2007 - October 2008
JPMorgan Chase Bank, N.A. 2005 - 2007
The Bank of New York 2000 - 2004
Skills
Financial Analysis, Accounting, Financial Reporting, Forecasting, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, Financial Statements, GAAP, Financial Accounting, Business Analysis, Analysis, Account Reconciliation, Risk Management
Education
Houston Baptist University - College of Business and Economics 2006 — 2008
MBA, Accounting
Xeron, Inc. October 2008 - Present
Calpine August 2007 - October 2008
JPMorgan Chase Bank, N.A. 2005 - 2007
The Bank of New York 2000 - 2004
Skills
Financial Analysis, Accounting, Financial Reporting, Forecasting, Internal Controls, Sarbanes-Oxley Act, Financial Modeling, Financial Statements, GAAP, Financial Accounting, Business Analysis, Analysis, Account Reconciliation, Risk Management
Education
Houston Baptist University - College of Business and Economics 2006 — 2008
MBA, Accounting
Karen Jones's JPMorgan Chase Bank, N.A. Experience October 2007 - October 2012
Job Senior Vice President, Private Client Advisor at U.S. Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
U.S. Trust, Bank of America Private Wealth Management October 2012 - Present
JPMorgan Chase Bank, N.A. October 2007 - October 2012
JPMorgan November 2004 - October 2007
North American Corpora 2001 - 2003
Skills
Credit, Loans, Banking, Wealth Management, Commercial Lending, Financial Analysis, Commercial Banking, Investments, Retirement Planning, Small Business Lending, Mergers & Acquisitions, Portfolio Management, Cash Management, Strategic Financial..., Credit Analysis, Strategic Planning, Risk Management, Estate Planning, Certifications Series 7..., Financial Advisory, Financial Modeling, Leadership, Private Banking, Wealth Management..., High Net Worth..., Securities, Asset Management, Investment Strategies, Small Business, Financial Services, Investment Advisory, Finance, Private Equity, Relationship Management, Mortgage Lending, Asset Allocation, Trust Services, Treasury Management, Financial Risk, Wealth, Equities
Education
Keller Graduate School of Management of DeVry University 1988 — 1991
Master of Business Administration (MBA), Marketing, entrepreneurship
DePaul University 1980 — 1983
Bachelor of Science, Accounting
U.S. Trust, Bank of America Private Wealth Management October 2012 - Present
JPMorgan Chase Bank, N.A. October 2007 - October 2012
JPMorgan November 2004 - October 2007
North American Corpora 2001 - 2003
Skills
Credit, Loans, Banking, Wealth Management, Commercial Lending, Financial Analysis, Commercial Banking, Investments, Retirement Planning, Small Business Lending, Mergers & Acquisitions, Portfolio Management, Cash Management, Strategic Financial..., Credit Analysis, Strategic Planning, Risk Management, Estate Planning, Certifications Series 7..., Financial Advisory, Financial Modeling, Leadership, Private Banking, Wealth Management..., High Net Worth..., Securities, Asset Management, Investment Strategies, Small Business, Financial Services, Investment Advisory, Finance, Private Equity, Relationship Management, Mortgage Lending, Asset Allocation, Trust Services, Treasury Management, Financial Risk, Wealth, Equities
Education
Keller Graduate School of Management of DeVry University 1988 — 1991
Master of Business Administration (MBA), Marketing, entrepreneurship
DePaul University 1980 — 1983
Bachelor of Science, Accounting
Bonnie Hemenway's JPMorgan Chase Bank, N.A. Experience September 2010 - Present
Job Vice President, Assistant General Counsel at JPMorgan Chase Bank, N.A.
Industry Law Practice
Experience
JPMorgan Chase Bank, N.A. September 2010 - Present
Jones Day September 1996 - June 2010
Education
Tulane University Law School 1993 — 1996
JD, Law
Haverford College 1987 — 1991
BA, History
JPMorgan Chase Bank, N.A. September 2010 - Present
Jones Day September 1996 - June 2010
Education
Tulane University Law School 1993 — 1996
JD, Law
Haverford College 1987 — 1991
BA, History
Scott C. German's JPMorgan Chase Bank, N.A. Experience April 2014 - Present
Job Private Client Banker
Industry Financial Services
Experience
JPMorgan Chase Bank, N.a. April 2014 - Present
BMO Harris Bank January 2013 - April 2014
BMO Harris Bank January 2012 - December 2012
Harris Bank January 2010 - April 2012
JPMorgan Chase June 2008 - April 2010
Best Buy September 2007 - March 2008
Best Buy November 2006 - September 2007
Best Buy March 2006 - November 2006
Best Buy November 2005 - March 2006
Best Buy September 2005 - November 2005
Education
Elgin Community College
JPMorgan Chase Bank, N.a. April 2014 - Present
BMO Harris Bank January 2013 - April 2014
BMO Harris Bank January 2012 - December 2012
Harris Bank January 2010 - April 2012
JPMorgan Chase June 2008 - April 2010
Best Buy September 2007 - March 2008
Best Buy November 2006 - September 2007
Best Buy March 2006 - November 2006
Best Buy November 2005 - March 2006
Best Buy September 2005 - November 2005
Education
Elgin Community College
Carmen Jaeger's JPMorgan Chase Bank, N.A. Experience 2015 - Present
Job Controller Vice President at JPMorgan Chase Bank, N.A.
Industry Commercial Real Estate
Experience
JPMorgan Chase Bank, N.A. 2015 - Present
JPMorgan Chase Bank, N.A. 2013 - 2015
New Markets Support Company (LISC NMTC Program) 2011 - 2013
New Markets Support Company, LLC 2010 - 2011
New Markets Support Company (LISC NMTC Program) 2007 - 2010
SmithBucklin Corporation 2006 - 2007
SmithBucklin Corporation 2002 - 2006
Skills
Financial Audits, Tax Reporting, Financial Analysis, Financial Modeling, GAAP, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
M.B.A, Finance & Strategy, Execution and Valuation
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Accounting and Management Information Systems
JPMorgan Chase Bank, N.A. 2015 - Present
JPMorgan Chase Bank, N.A. 2013 - 2015
New Markets Support Company (LISC NMTC Program) 2011 - 2013
New Markets Support Company, LLC 2010 - 2011
New Markets Support Company (LISC NMTC Program) 2007 - 2010
SmithBucklin Corporation 2006 - 2007
SmithBucklin Corporation 2002 - 2006
Skills
Financial Audits, Tax Reporting, Financial Analysis, Financial Modeling, GAAP, Due Diligence
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
M.B.A, Finance & Strategy, Execution and Valuation
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
BBA, Accounting and Management Information Systems
Joyce Rojas's JPMorgan Chase Bank, N.A. Experience January 2010 - Present
Job Private Client Advisor Vice President
Industry Banking
Experience
JPMorgan Chase Bank, N.A. January 2010 - Present
Citibank July 2001 - October 2009
CIT 1999 - 2001
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2013
MBA, UMASS
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
BA, English Literature, Economics
JPMorgan Chase Bank, N.A. January 2010 - Present
Citibank July 2001 - October 2009
CIT 1999 - 2001
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2013
MBA, UMASS
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
BA, English Literature, Economics
Annette McCarthy's JPMorgan Chase Bank, N.A. Experience March 2000 - March 2003
Job Northern Trust
Industry Financial Services
Experience
Northern Trust May 2009 - Present
JP Morgan March 1987 - April 2009
JPMorgan Chase March 1987 - March 2009
Bank One 1996 - 2004
JPMorgan Chase Bank, N.A. March 2000 - March 2003
Swiss Bank/UBS September 1988 - March 1996
Chicago Board Options Exchange April 1984 - June 1988
Skills
Financial Modeling, COBOL, Interest Rate..., Crystal Reports, Trading Systems, Fixed Income, Business Analysis, Derivatives, SDLC
Education
DePaul University 1984 — 1988
BA, Computer Science
Northern Trust May 2009 - Present
JP Morgan March 1987 - April 2009
JPMorgan Chase March 1987 - March 2009
Bank One 1996 - 2004
JPMorgan Chase Bank, N.A. March 2000 - March 2003
Swiss Bank/UBS September 1988 - March 1996
Chicago Board Options Exchange April 1984 - June 1988
Skills
Financial Modeling, COBOL, Interest Rate..., Crystal Reports, Trading Systems, Fixed Income, Business Analysis, Derivatives, SDLC
Education
DePaul University 1984 — 1988
BA, Computer Science
Blake Titrud's JPMorgan Chase Bank, N.A. Experience 1979 - August 2008
Job Experienced Banking Lawyer
Industry Banking
Experience
JPMorgan Chase Bank, N.A. 1979 - August 2008
Education
Thunderbird School of Global Management 1978 — 1979
Masters of International Management, International Finance
Drake University Law School 1975 — 1978
JD, corporate law
Luther College 1971 — 1975
BA, Business & Political Science Majors
JPMorgan Chase Bank, N.A. 1979 - August 2008
Education
Thunderbird School of Global Management 1978 — 1979
Masters of International Management, International Finance
Drake University Law School 1975 — 1978
JD, corporate law
Luther College 1971 — 1975
BA, Business & Political Science Majors
Tip Burch's JPMorgan Chase Bank, N.A. Experience December 1987 - December 2012
Job President & CEO at Security Bancshares Corporation
Industry Banking
Experience
Security Bancshares Corporation December 2012 - Present
JPMorgan Chase Bank, N.A. December 1987 - December 2012
Skills
Portfolio Management, Financial Analysis, Commercial Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Commercial Lending, Credit, Financial Modeling, Banking, Loans, Corporate Finance, Investments, Risk Management, Cash Management, Underwriting, Finance, Strategic Financial..., Strategic Planning, Mergers & Acquisitions, Vendor Management, Management, Project Management, Team Building
Education
Oklahoma Christian University 1978 — 1982
B.S., Business Administration
College of Business 1987 — 1990
MBA, Finance
Wewoka High School
Security Bancshares Corporation December 2012 - Present
JPMorgan Chase Bank, N.A. December 1987 - December 2012
Skills
Portfolio Management, Financial Analysis, Commercial Banking, Credit Analysis, Small Business Lending, Mortgage Lending, Commercial Lending, Credit, Financial Modeling, Banking, Loans, Corporate Finance, Investments, Risk Management, Cash Management, Underwriting, Finance, Strategic Financial..., Strategic Planning, Mergers & Acquisitions, Vendor Management, Management, Project Management, Team Building
Education
Oklahoma Christian University 1978 — 1982
B.S., Business Administration
College of Business 1987 — 1990
MBA, Finance
Wewoka High School
Ramon Lusk's JPMorgan Chase Bank, N.A. Experience October 2005 - May 2015
Job Unit Operations Manager/Mortgage Officer at Chase Home Finance
Industry Banking
Experience
JPMorgan Chase Bank, N.A. October 2005 - May 2015
Chase Home Finance September 2003 - October 2005
JPMorgan Chase October 2002 - September 2003
JPMorgan Chase October 2001 - September 2002
Chase Manhattan Mortgage Corporation December 2000 - October 2001
Bank One Trust Corporation September 1999 - August 2000
Chase Manhattan Mortgage Corporation February 1999 - August 1999
Chase Manhattan Mortgage Corporation August 1998 - February 1999
Chase Manhattan Mortgage Corporation June 1996 - July 1998
Skills
Credit, Coaching, Process Engineering, Inventory Management, Policy Analysis, Advertising, Analysis, Software Documentation, Budget, Loans, Banking, Retail Banking, Risk Management, Credit Risk, Underwriting, Financial Risk, Relationship Management, Mortgage Banking, Budgets, Customer Satisfaction, Customer Service, Leadership, Process Improvement, Training, Auditing, Time Management, Management, Call Centers, Team Building, Policy, Access
Education
Grambling State University 1992 — 1997
BS, Business Management; Business Administration
Southeastern Louisiana University 1990 — 1992
Business Administration and Management, General
JPMorgan Chase Bank, N.A. October 2005 - May 2015
Chase Home Finance September 2003 - October 2005
JPMorgan Chase October 2002 - September 2003
JPMorgan Chase October 2001 - September 2002
Chase Manhattan Mortgage Corporation December 2000 - October 2001
Bank One Trust Corporation September 1999 - August 2000
Chase Manhattan Mortgage Corporation February 1999 - August 1999
Chase Manhattan Mortgage Corporation August 1998 - February 1999
Chase Manhattan Mortgage Corporation June 1996 - July 1998
Skills
Credit, Coaching, Process Engineering, Inventory Management, Policy Analysis, Advertising, Analysis, Software Documentation, Budget, Loans, Banking, Retail Banking, Risk Management, Credit Risk, Underwriting, Financial Risk, Relationship Management, Mortgage Banking, Budgets, Customer Satisfaction, Customer Service, Leadership, Process Improvement, Training, Auditing, Time Management, Management, Call Centers, Team Building, Policy, Access
Education
Grambling State University 1992 — 1997
BS, Business Management; Business Administration
Southeastern Louisiana University 1990 — 1992
Business Administration and Management, General
Kandace Lenti's JPMorgan Chase Bank, N.A. Experience 1988 - June 2011
Job Executive Vice President, Government, Non Profit, Healthcare Banking, Wintrust Commercial Banking
Industry Banking
Experience
Wintrust Financial Corporation July 2011 - Present
JPMorgan Chase Bank, N.A. 1988 - June 2011
Commercial Banking - Core Middle Market October 2000 - April 2002
American National Bank October 1997 - July 2001
Commercial Banking - Middle Market Sales Force November 1992 - October 1997
Skills
Commercial Lending, Commercial Banking, Credit, Loans
Education
DePaul University
M.B.A, Finance
DePaul University
Bachelor of Science, Finance
Wintrust Financial Corporation July 2011 - Present
JPMorgan Chase Bank, N.A. 1988 - June 2011
Commercial Banking - Core Middle Market October 2000 - April 2002
American National Bank October 1997 - July 2001
Commercial Banking - Middle Market Sales Force November 1992 - October 1997
Skills
Commercial Lending, Commercial Banking, Credit, Loans
Education
DePaul University
M.B.A, Finance
DePaul University
Bachelor of Science, Finance
Dan Milev's JPMorgan Chase Bank, N.A. Experience May 2006 - Present
Job Vice President at JPMorgan Chase Bank, N.A.
Industry Investment Management
Experience
JPMorgan Chase Bank, N.A. May 2006 - Present
Ameriprise Financial Services, Inc. July 1999 - February 2005
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Business Administration and Management, General
JPMorgan Chase Bank, N.A. May 2006 - Present
Ameriprise Financial Services, Inc. July 1999 - February 2005
Education
Indiana University Bloomington
Bachelor of Science (B.S.), Business Administration and Management, General
Michael Cascio's JPMorgan Chase Bank, N.A. Experience August 2013 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. August 2013 - Present
JPMorgan Securities LLC April 2011 - August 2013
HRBDx Inc January 2010 - April 2011
Bank of America, Global Wealth & Investment Management June 2008 - June 2009
JPMorgan Chase October 2003 - June 2008
American Express Financial Advisors October 2002 - November 2003
Education
Hofstra University 1998 — 2002
Bachelor of Business Administration Degree, Banking and Finance
Saint Francis Preperatory 1994 — 1998
General Studies
JPMorgan Chase Bank, N.A. August 2013 - Present
JPMorgan Securities LLC April 2011 - August 2013
HRBDx Inc January 2010 - April 2011
Bank of America, Global Wealth & Investment Management June 2008 - June 2009
JPMorgan Chase October 2003 - June 2008
American Express Financial Advisors October 2002 - November 2003
Education
Hofstra University 1998 — 2002
Bachelor of Business Administration Degree, Banking and Finance
Saint Francis Preperatory 1994 — 1998
General Studies
Jarrod Lacombe's JPMorgan Chase Bank, N.A. Experience March 2010 - Present
Job J.P. Morgan Chase Bank, N.A., Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2010 - Present
J.P. Morgan Chase Bank, N.A. March 2010 - Present
Education
James Madison University 2000 — 2003
BBA, Finance
JPMorgan Chase Bank, N.A. March 2010 - Present
J.P. Morgan Chase Bank, N.A. March 2010 - Present
Education
James Madison University 2000 — 2003
BBA, Finance
Stacy Bromann's JPMorgan Chase Bank, N.A. Experience May 2010 - Present
Job Private Client Banker, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. May 2010 - Present
Wells Fargo Financial June 2003 - September 2008
Education
Iowa State University 2000 — 2003
BA, Journalism and Mass Communications
JPMorgan Chase Bank, N.A. May 2010 - Present
Wells Fargo Financial June 2003 - September 2008
Education
Iowa State University 2000 — 2003
BA, Journalism and Mass Communications
John-Michael Cunningham's JPMorgan Chase Bank, N.A. Experience June 2006 - Present
Job Assistant Vice President / Chase Private Client Banker JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. June 2006 - Present
FilmStew.com October 2003 - February 2005
Citi Habitats 2002 - 2003
C2 Media 2000 - 2001
United Airlines 1998 - 2000
Gannett 1992 - 1998
Skills
Series 63, Sales, New Business Development, Marketing, Account Management, Series 6, Licensed Life Insurance..., Relationship Management, Management, Banking, Customer-focused Service, Finance, Investment Banking, Analysis, Customer Service, Investments, Leadership, Social Media, Negotiation
Education
Florida State University 1984 — 1989
Bachelor, Economics
JPMorgan Chase Bank, N.A. June 2006 - Present
FilmStew.com October 2003 - February 2005
Citi Habitats 2002 - 2003
C2 Media 2000 - 2001
United Airlines 1998 - 2000
Gannett 1992 - 1998
Skills
Series 63, Sales, New Business Development, Marketing, Account Management, Series 6, Licensed Life Insurance..., Relationship Management, Management, Banking, Customer-focused Service, Finance, Investment Banking, Analysis, Customer Service, Investments, Leadership, Social Media, Negotiation
Education
Florida State University 1984 — 1989
Bachelor, Economics
Phil Hoffmeyer's JPMorgan Chase Bank, N.A. Experience December 2008 - Present
Job Chase Private Client Banker Small Business Specialist at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. December 2008 - Present
Education
Eastern Michigan University
Bachelors of Science, Secondary Ed. Science
JPMorgan Chase Bank, N.A. December 2008 - Present
Education
Eastern Michigan University
Bachelors of Science, Secondary Ed. Science
Judy Nin's JPMorgan Chase Bank, N.A. Experience October 2011 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2011 - Present
Audi AG September 2010 - October 2011
Bally Total Fitness November 2005 - December 2006
Sunpass August 2004 - November 2005
United States Navy 1996 - 2000
Skills
Cross Selling, New Business Development, Relationship Management, Sales, Marketing, Business Development, Sales Presentations, Building Relationships, Nutritional Counseling, Travel Planning, Hospitality Management, International Business, International Trade
Education
Florida Atlantic University 2005 — 2010
Bachelor of Business Administration (BBA), Marketing
Florida Atlantic University 2005 — 2009
Bachelor of Business Administration (BBA), International Business and Trade
Monroe College 1994 — 1995
Associate's degree, Hospitality Administration/Management
JPMorgan Chase Bank, N.A. October 2011 - Present
Audi AG September 2010 - October 2011
Bally Total Fitness November 2005 - December 2006
Sunpass August 2004 - November 2005
United States Navy 1996 - 2000
Skills
Cross Selling, New Business Development, Relationship Management, Sales, Marketing, Business Development, Sales Presentations, Building Relationships, Nutritional Counseling, Travel Planning, Hospitality Management, International Business, International Trade
Education
Florida Atlantic University 2005 — 2010
Bachelor of Business Administration (BBA), Marketing
Florida Atlantic University 2005 — 2009
Bachelor of Business Administration (BBA), International Business and Trade
Monroe College 1994 — 1995
Associate's degree, Hospitality Administration/Management
Jeanine Lazusky's JPMorgan Chase Bank, N.A. Experience January 2012 - Present
Job Personal Banker/SBS, JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. January 2012 - Present
St. Pius X Catholic Church July 2007 - January 2012
Wachovia, A Wells Fargo Company February 2003 - July 2007
Mass Mutual April 2002 - February 2003
Wachovia, A Wells Fargo Company November 1996 - April 2002
Skills
Microsoft Excel, Training, Team Building, Leadership, Event Planning, Public Speaking, Microsoft Word, Teaching
Education
Fullerton College
Completed one year of Liberal Arts Curriculum
JPMorgan Chase Bank, N.A. January 2012 - Present
St. Pius X Catholic Church July 2007 - January 2012
Wachovia, A Wells Fargo Company February 2003 - July 2007
Mass Mutual April 2002 - February 2003
Wachovia, A Wells Fargo Company November 1996 - April 2002
Skills
Microsoft Excel, Training, Team Building, Leadership, Event Planning, Public Speaking, Microsoft Word, Teaching
Education
Fullerton College
Completed one year of Liberal Arts Curriculum
Christopher Galli's JPMorgan Chase Bank, N.A. Experience October 2014 - Present
Job Vice President CIB Agency Lending at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan September 2011 - January 2014
BNP Paribas August 2006 - September 2011
SEI Investments August 2005 - August 2007
Skills
Domestic Operations, International Operations, Corporate Actions, Mergers & Acquisitions, Equities, Securities, Dividends, Optional Dividends, Agency Lending, Mutual Fund Settlement, Fixed Income, Bloomberg, Asset Services, DTC, Euroclear, Crest, Asset Management, Banking, Capital Markets, Derivatives, Financial Markets, Financial Services
Education
James Madison University 2002 — 2005
BBA, Finance
JPMorgan Chase Bank, N.A. October 2014 - Present
J.P. Morgan September 2011 - January 2014
BNP Paribas August 2006 - September 2011
SEI Investments August 2005 - August 2007
Skills
Domestic Operations, International Operations, Corporate Actions, Mergers & Acquisitions, Equities, Securities, Dividends, Optional Dividends, Agency Lending, Mutual Fund Settlement, Fixed Income, Bloomberg, Asset Services, DTC, Euroclear, Crest, Asset Management, Banking, Capital Markets, Derivatives, Financial Markets, Financial Services
Education
James Madison University 2002 — 2005
BBA, Finance
Free Hicks's JPMorgan Chase Bank, N.A. Experience January 1996 - November 2008
Job Independent Consultant
Industry Consumer Services
Experience
Self Employed May 2009 - Present
JPMorgan Chase Bank, N.A. January 1996 - November 2008
Education
Wayne State University 2003 — 2009
Baccalaureate Degree, Mortuary Science
Henry Ford Community College 2000 — 2003
Associate Degree, Liberal Arts
Self Employed May 2009 - Present
JPMorgan Chase Bank, N.A. January 1996 - November 2008
Education
Wayne State University 2003 — 2009
Baccalaureate Degree, Mortuary Science
Henry Ford Community College 2000 — 2003
Associate Degree, Liberal Arts
Phil Duryea's JPMorgan Chase Bank, N.A. Experience January 2013 - Present
Job Division Manager Middle Market / Northeast Ohio at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. July 2003 - Present
National City Bank January 1999 - March 2001
National City Bank (MI/IL) February 1997 - December 1998
Skills
Commercial Banking, Capital Markets, Banking, Credit, Credit Risk, Risk Management, Private Banking, Wealth Management, Private Placements, Hold FINRA series 7..., Treasury Management, Finance, Relationship Management
Education
Case Western Reserve University - Weatherhead School of Management 1985 — 1988
Master of Arts (M.A.), Economics
Hillsdale College 1981 — 1985
Bachelor of Arts (B.A.), Economics
JPMorgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. July 2003 - Present
National City Bank January 1999 - March 2001
National City Bank (MI/IL) February 1997 - December 1998
Skills
Commercial Banking, Capital Markets, Banking, Credit, Credit Risk, Risk Management, Private Banking, Wealth Management, Private Placements, Hold FINRA series 7..., Treasury Management, Finance, Relationship Management
Education
Case Western Reserve University - Weatherhead School of Management 1985 — 1988
Master of Arts (M.A.), Economics
Hillsdale College 1981 — 1985
Bachelor of Arts (B.A.), Economics
Jon Kane's JPMorgan Chase Bank, N.A. Experience November 2011 - October 2014
Job Enterprise Business Development at Oracle
Industry Information Technology and Services
Experience
Oracle June 2015 - Present
JPMorgan Chase & Co. October 2014 - June 2015
JPMorgan Chase Bank, N.A. November 2011 - October 2014
COUNTRY Financial® March 2011 - October 2011
Northwestern Mutual September 2009 - October 2010
Skills
Sales, Closing Business, Relationship Building, Customer Retention, Team Leadership, Cross Selling, Retail Banking, Problem Solving, Communication, Customer Service, Customer Satisfaction, Self-confidence, CRM, Leadership, Microsoft Excel
Education
Northern Illinois University - College of Business 2007 — 2009
Bachelor's degree, Finance
Elgin Community College 2004 — 2006
Associate's degree
Bartlett High School 2000 — 2004
Oracle June 2015 - Present
JPMorgan Chase & Co. October 2014 - June 2015
JPMorgan Chase Bank, N.A. November 2011 - October 2014
COUNTRY Financial® March 2011 - October 2011
Northwestern Mutual September 2009 - October 2010
Skills
Sales, Closing Business, Relationship Building, Customer Retention, Team Leadership, Cross Selling, Retail Banking, Problem Solving, Communication, Customer Service, Customer Satisfaction, Self-confidence, CRM, Leadership, Microsoft Excel
Education
Northern Illinois University - College of Business 2007 — 2009
Bachelor's degree, Finance
Elgin Community College 2004 — 2006
Associate's degree
Bartlett High School 2000 — 2004
Duan Jackson's JPMorgan Chase Bank, N.A. Experience April 2015 - Present
Job Branch Manager at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
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, 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
Cheryl Crandall Tangen's JPMorgan Chase Bank, N.A. Experience May 2013 - Present
Job Executve Director/Assistant General Counsel Government, NonProfit, Healthcare Business at JPMorgan Chase Bank, N.A.
Industry Law Practice
Experience
JPMorgan Chase Bank, N.A. May 2013 - Present
Cheryl Crandall Tangen, P.C. April 1998 - April 2013
Bank United 1992 - 1998
Texas Commerce Bank (n/k/a JP Morgan Chase) January 1989 - April 1992
Citicorp Diners Club 1986 - 1989
Citicorp Retail Services March 1984 - June 1986
Central Bank of Denver/Central Bancorporation 1982 - 1984
Banta Hoyt Malone and Banta 1980 - 1982
Skills
Commercial transactions, Contract Law, Contract Negotiation, Commercial Real Estate, financial institutions..., business entity..., loan documentation, Mediation, Breach Of Contract, banking law, Loans, Banking Law, Corporate Law, Arbitration, Business, Trade Secrets
Education
University of Denver - Sturm College of Law 1975 — 1979
J.D., Law
Cornell University 1971 — 1975
B.A., Psychology
Glendale High School 1967 — 1971
JPMorgan Chase Bank, N.A. May 2013 - Present
Cheryl Crandall Tangen, P.C. April 1998 - April 2013
Bank United 1992 - 1998
Texas Commerce Bank (n/k/a JP Morgan Chase) January 1989 - April 1992
Citicorp Diners Club 1986 - 1989
Citicorp Retail Services March 1984 - June 1986
Central Bank of Denver/Central Bancorporation 1982 - 1984
Banta Hoyt Malone and Banta 1980 - 1982
Skills
Commercial transactions, Contract Law, Contract Negotiation, Commercial Real Estate, financial institutions..., business entity..., loan documentation, Mediation, Breach Of Contract, banking law, Loans, Banking Law, Corporate Law, Arbitration, Business, Trade Secrets
Education
University of Denver - Sturm College of Law 1975 — 1979
J.D., Law
Cornell University 1971 — 1975
B.A., Psychology
Glendale High School 1967 — 1971
Sumair Hassan's JPMorgan Chase Bank, N.A. Experience August 2013 - Present
Job Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. August 2013 - Present
Curri-Ezee Gourmet Foods 2006 - July 2014
JPMorgan Securities LLC August 2011 - July 2013
Chase Investment Services May 2010 - July 2011
Zones 2004 - 2006
Summit Computers 2003 - 2004
The Home Depot 2002 - 2004
Voodoo PC 1997 - 2002
Education
Green River Community College 2002 — 2004
Computer/Electrical Engineering
JPMorgan Chase Bank, N.A. August 2013 - Present
Curri-Ezee Gourmet Foods 2006 - July 2014
JPMorgan Securities LLC August 2011 - July 2013
Chase Investment Services May 2010 - July 2011
Zones 2004 - 2006
Summit Computers 2003 - 2004
The Home Depot 2002 - 2004
Voodoo PC 1997 - 2002
Education
Green River Community College 2002 — 2004
Computer/Electrical Engineering
Fabio Nisco's JPMorgan Chase Bank, N.A. Experience October 2014 - Present
Job Private Client Banker at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2014 - Present
JPMorgan Chase Bank, N.A. March 2013 - October 2014
JPMorgan Chase Bank, N.A. December 2012 - March 2013
JPMorgan Chase Bank, N.A. June 2011 - December 2012
JPMorgan Chase Bank, N.A. August 2007 - June 2011
Education
CUNY School of Professional Studies 2014 — 2017
Bachelor of Science (B.S.), Business Administration
Queensborough Community College 2007 — 2009
A.S., Business Administration
JPMorgan Chase Bank, N.A. October 2014 - Present
JPMorgan Chase Bank, N.A. March 2013 - October 2014
JPMorgan Chase Bank, N.A. December 2012 - March 2013
JPMorgan Chase Bank, N.A. June 2011 - December 2012
JPMorgan Chase Bank, N.A. August 2007 - June 2011
Education
CUNY School of Professional Studies 2014 — 2017
Bachelor of Science (B.S.), Business Administration
Queensborough Community College 2007 — 2009
A.S., Business Administration
Adam McMahan's JPMorgan Chase Bank, N.A. Experience July 2015 - Present
Job Private Client Banker at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. July 2015 - Present
PNC July 2014 - June 2015
JPMorgan Chase Bank June 2012 - July 2014
KeyBank May 2011 - June 2012
KeyBank May 2010 - May 2011
KeyBank March 2008 - May 2010
KeyBank November 2006 - March 2008
KeyBank November 2005 - November 2006
Education
Indiana Wesleyan University 2008 — 2011
Bachelor of Science, Business Management
Indiana Wesleyan University
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase Bank, N.A. July 2015 - Present
PNC July 2014 - June 2015
JPMorgan Chase Bank June 2012 - July 2014
KeyBank May 2011 - June 2012
KeyBank May 2010 - May 2011
KeyBank March 2008 - May 2010
KeyBank November 2006 - March 2008
KeyBank November 2005 - November 2006
Education
Indiana Wesleyan University 2008 — 2011
Bachelor of Science, Business Management
Indiana Wesleyan University
Bachelor's degree, Business Administration and Management, General
Anthony Amendola's JPMorgan Chase Bank, N.A. Experience December 2010 - Present
Job Assistant Vice President
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. December 2010 - Present
Zed451 November 2008 - May 2010
Education
Florida Atlantic University 2007 — 2009
Business, Finance
JPMorgan Chase Bank, N.A. December 2010 - Present
Zed451 November 2008 - May 2010
Education
Florida Atlantic University 2007 — 2009
Business, Finance
Nichole Sturgis's JPMorgan Chase Bank, N.A. Experience September 2013 - Present
Job Personal Banker II
Industry Financial Services
Experience
Fifth Third Bank February 2015 - Present
JPMorgan Chase Bank, N.A. September 2013 - Present
Ross Medical Education Center 2012 - 2013
PNC Bank, Wealth Management Group January 2011 - December 2012
PNC Investments September 2007 - January 2011
PNC BANK June 2001 - September 2007
Eckerd Drugs January 2001 - October 2003
Education
Cornerstone University 2009 — 2011
Bachelors, Business Administration
Art Institute of Pittsburgh 2001 — 2002
Associate of Science (AS), Photography
Davison High School 1995 — 2000
Diploma
Fifth Third Bank February 2015 - Present
JPMorgan Chase Bank, N.A. September 2013 - Present
Ross Medical Education Center 2012 - 2013
PNC Bank, Wealth Management Group January 2011 - December 2012
PNC Investments September 2007 - January 2011
PNC BANK June 2001 - September 2007
Eckerd Drugs January 2001 - October 2003
Education
Cornerstone University 2009 — 2011
Bachelors, Business Administration
Art Institute of Pittsburgh 2001 — 2002
Associate of Science (AS), Photography
Davison High School 1995 — 2000
Diploma
Sean Roland's JPMorgan Chase Bank, N.A. Experience February 2014 - Present
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. February 2014 - Present
JPMorgan Chase Bank, N.A. March 2011 - February 2014
National Agents Alliance July 2009 - March 2011
Skills
Insurance, Employee Benefits, Strategic Financial..., Sales, Customer Service, Retirement Planning, Team Building, Finance, Investments, Life Insurance, Health Insurance, Sales Management, Banking, Fixed Annuities, Term Life Insurance, Disability Insurance, Long-term Care, Microsoft Excel, Direct Sales, Retirement, Mutual Funds, Financial Services
Education
Grand Valley State University 2002 — 2006
Bachelor of Science (B.S.), Criminal Justice
University of Detroit Jesuit High School 1998 — 2002
JPMorgan Chase Bank, N.A. February 2014 - Present
JPMorgan Chase Bank, N.A. March 2011 - February 2014
National Agents Alliance July 2009 - March 2011
Skills
Insurance, Employee Benefits, Strategic Financial..., Sales, Customer Service, Retirement Planning, Team Building, Finance, Investments, Life Insurance, Health Insurance, Sales Management, Banking, Fixed Annuities, Term Life Insurance, Disability Insurance, Long-term Care, Microsoft Excel, Direct Sales, Retirement, Mutual Funds, Financial Services
Education
Grand Valley State University 2002 — 2006
Bachelor of Science (B.S.), Criminal Justice
University of Detroit Jesuit High School 1998 — 2002
Alex Rappaport's JPMorgan Chase Bank, N.A. Experience 2013 - Present
Job
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. 2013 - Present
Education
Stanford University Graduate School of Business 2010 — 2010
Duke University 2006 — 2010
JPMorgan Chase Bank, N.A. 2013 - Present
Education
Stanford University Graduate School of Business 2010 — 2010
Duke University 2006 — 2010
Derek Hay's JPMorgan Chase Bank, N.A. Experience July 2011 - Present
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. July 2011 - Present
Eastern Illinois University Hockey August 2010 - March 2011
Danville Inferno Junior B Hockey August 2009 - March 2010
Puckmasters Hockey Training Center March 2004 - August 2009
THE SPORTS AUTHORITY January 2000 - January 2002
Education
Eastern Illinois University
Bachelor of Communications, Public Relations
JPMorgan Chase Bank, N.A. July 2011 - Present
Eastern Illinois University Hockey August 2010 - March 2011
Danville Inferno Junior B Hockey August 2009 - March 2010
Puckmasters Hockey Training Center March 2004 - August 2009
THE SPORTS AUTHORITY January 2000 - January 2002
Education
Eastern Illinois University
Bachelor of Communications, Public Relations
Kirk Venderlic's JPMorgan Chase Bank, N.A. Experience April 2014 - May 2015
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank June 2015 - Present
JPMorgan Chase Bank, N.A. April 2014 - May 2015
JPMorgan Chase June 2011 - March 2014
Western & Southern Financial Group January 2011 - May 2011
South Bend Silver Hawks December 2005 - January 2011
Education
Indiana Wesleyan University 2008 — 2010
MBA, Management
Muskingum College 2001 — 2005
Bachelor of Arts (BA), History
JPMorgan Chase Bank June 2015 - Present
JPMorgan Chase Bank, N.A. April 2014 - May 2015
JPMorgan Chase June 2011 - March 2014
Western & Southern Financial Group January 2011 - May 2011
South Bend Silver Hawks December 2005 - January 2011
Education
Indiana Wesleyan University 2008 — 2010
MBA, Management
Muskingum College 2001 — 2005
Bachelor of Arts (BA), History
Karen Calcagno's JPMorgan Chase Bank, N.A. Experience July 2007 - Present
Job Private Client Investment Associate
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. July 2007 - Present
Education
Denison University 1991 — 1995
Bachelor of Science (B.S.), Psychology
Denison University
JPMorgan Chase Bank, N.A. July 2007 - Present
Education
Denison University 1991 — 1995
Bachelor of Science (B.S.), Psychology
Denison University
Thomas Kotovsky's JPMorgan Chase Bank, N.A. Experience October 2002 - Present
Job Senior Finance Manager at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. October 2002 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master’s Degree
JPMorgan Chase Bank, N.A. October 2002 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master’s Degree
Gregory Levita's JPMorgan Chase Bank, N.A. Experience February 2015 - Present
Job
Industry Banking
Experience
JPMorgan Chase Bank, N.A. February 2015 - Present
Wells Fargo April 2013 - February 2015
Bonefish Grill of Bloomin' Brands, Inc May 2012 - April 2013
FabSoft November 2007 - August 2012
Education
Farmingdale State University of New York 2003 — 2005
Bachelor's of Science, Management Technology
JPMorgan Chase Bank, N.A. February 2015 - Present
Wells Fargo April 2013 - February 2015
Bonefish Grill of Bloomin' Brands, Inc May 2012 - April 2013
FabSoft November 2007 - August 2012
Education
Farmingdale State University of New York 2003 — 2005
Bachelor's of Science, Management Technology
Robert Bondiman's JPMorgan Chase Bank, N.A. Experience April 2015 - Present
Job Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. April 2015 - Present
TIAA-CREF March 2014 - March 2015
Fidelity Investments 2010 - March 2014
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
CareerBuilder.com 2008 - 2008
Education
DePaul University
BSC, Economics
JPMorgan Chase Bank, N.A. April 2015 - Present
TIAA-CREF March 2014 - March 2015
Fidelity Investments 2010 - March 2014
Fidelity Investments 2009 - 2010
Fidelity Investments 2008 - 2009
CareerBuilder.com 2008 - 2008
Education
DePaul University
BSC, Economics
Shook, K's JPMorgan Chase Bank, N.A. Experience July 2008 - Present
Job Sr. Loan Processor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase July 2008 - Present
JPMorgan Chase Bank, N.A. July 2008 - Present
Huntington National Bank July 2007 - July 2008
LandSel Title Agency, Inc. February 2001 - July 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Refinance, FHA, Residential Mortgages, Banking, Credit Analysis, VA loans, Underwriting, FHA financing, Consumer Lending, Mortgage Underwriting, Commercial Lending, Credit Risk, Financial Analysis, Finance
Education
Heidelberg College 1996 — 2001
Bachelor of Arts (BA), History and Philosophy
Bishop Hartley High School 1992 — 1996
JPMorgan Chase July 2008 - Present
JPMorgan Chase Bank, N.A. July 2008 - Present
Huntington National Bank July 2007 - July 2008
LandSel Title Agency, Inc. February 2001 - July 2007
Skills
Mortgage Lending, Loans, Mortgage Banking, Credit, Loan Origination, Refinance, FHA, Residential Mortgages, Banking, Credit Analysis, VA loans, Underwriting, FHA financing, Consumer Lending, Mortgage Underwriting, Commercial Lending, Credit Risk, Financial Analysis, Finance
Education
Heidelberg College 1996 — 2001
Bachelor of Arts (BA), History and Philosophy
Bishop Hartley High School 1992 — 1996
Justin Blades's JPMorgan Chase Bank, N.A. Experience March 2015 - Present
Job Private Client Investment Associate at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2015 - Present
JPMorgan Chase Bank N.A. December 2006 - March 2015
Circuit City January 2000 - June 2006
Education
Illinois State University 2004 — 2006
Bachelor of Science (BS), Economics
Rock Valley College 2002 — 2003
Associate of Arts and Sciences (AAS)
Marquette University 2000 — 2001
Computer Engineering
JPMorgan Chase Bank, N.A. March 2015 - Present
JPMorgan Chase Bank N.A. December 2006 - March 2015
Circuit City January 2000 - June 2006
Education
Illinois State University 2004 — 2006
Bachelor of Science (BS), Economics
Rock Valley College 2002 — 2003
Associate of Arts and Sciences (AAS)
Marquette University 2000 — 2001
Computer Engineering
Lissette Rios's JPMorgan Chase Bank, N.A. Experience June 2014 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. June 2014 - Present
Education
De Anza College
Associate's degree, Industrial and Organizational Psychology
JPMorgan Chase Bank, N.A. June 2014 - Present
Education
De Anza College
Associate's degree, Industrial and Organizational Psychology
Chase
Sallie Mae
Chase Bank
Chase Manhattan Bank
The Chase Manhattan Bank
BankAtlantic
JP Morgan Chase Bank, N.A.
Encore Capital Group