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
Chi-Kit (George) LAM Chi-Kit (George) LAM's JPMorgan Chase Bank, N.A. Experience June 2009 - August 2009
Job PhD student at UTAustin
Industry Information Technology and Services
Experience
Google May 2015 - August 2015
Google May 2014 - August 2014
ecVision Ltd. August 2012 - August 2013
JPMorgan Chase Bank, N.A. June 2009 - August 2009
Skills
Java, C, C++, Objective-C, Python, SQL, HTML 5, CSS, JavaScript, jQuery, PHP, MapReduce, XML, CUDA, AJAX, Matlab, MIPS
Education
The University of Texas at Austin 2013 — 2018
Doctor of Philosophy (PhD), Computer Science, 4.0000 / 4
The Hong Kong University of Science and Technology 2010 — 2012
Master of Philosophy (MPhil), Computer Science and Engineering, 4.153 / 4.3
The Hong Kong University of Science and Technology 2006 — 2010
Bachelor of Science (BS), Computer Science and Mathematics, 11.20 / 12.00 (A)
Google May 2015 - August 2015
Google May 2014 - August 2014
ecVision Ltd. August 2012 - August 2013
JPMorgan Chase Bank, N.A. June 2009 - August 2009
Skills
Java, C, C++, Objective-C, Python, SQL, HTML 5, CSS, JavaScript, jQuery, PHP, MapReduce, XML, CUDA, AJAX, Matlab, MIPS
Education
The University of Texas at Austin 2013 — 2018
Doctor of Philosophy (PhD), Computer Science, 4.0000 / 4
The Hong Kong University of Science and Technology 2010 — 2012
Master of Philosophy (MPhil), Computer Science and Engineering, 4.153 / 4.3
The Hong Kong University of Science and Technology 2006 — 2010
Bachelor of Science (BS), Computer Science and Mathematics, 11.20 / 12.00 (A)
James DeLeon James DeLeon's JPMorgan Chase Bank, N.A. Experience September 2002 - May 2009
Job Client Relationship Manager at Serengeti Law
Industry Legal Services
Experience
Virtus Partners, LLC November 2012 - August 2014
Morgan Stanley September 2009 - November 2012
JPMorgan Chase Bank, N.A. September 2002 - May 2009
Skills
Settlement, Loans, Syndications, Capital Markets, Loan Servicing, Secured Transactions, Bankruptcy, Commercial Lending, Operations Management, Strategic Planning, Process Improvement, Loan Origination, Structured Finance, Fixed Income, Banking, Investment Banking, Management, Risk Management
Education
South Texas College of Law 2005 — 2009
Juris Doctor, Law
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
BBA, Finance
Virtus Partners, LLC November 2012 - August 2014
Morgan Stanley September 2009 - November 2012
JPMorgan Chase Bank, N.A. September 2002 - May 2009
Skills
Settlement, Loans, Syndications, Capital Markets, Loan Servicing, Secured Transactions, Bankruptcy, Commercial Lending, Operations Management, Strategic Planning, Process Improvement, Loan Origination, Structured Finance, Fixed Income, Banking, Investment Banking, Management, Risk Management
Education
South Texas College of Law 2005 — 2009
Juris Doctor, Law
The University of Texas at Austin - Red McCombs School of Business 1997 — 2001
BBA, Finance
Daniel Brickley Daniel Brickley's JPMorgan Chase Bank, N.A. Experience October 2010 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2010 - Present
Wells Fargo December 2009 - October 2010
24hr Fitness February 2006 - December 2009
Skills
Investments, Cross Selling, Client Relations, Sales Presentations, Sales Operations, Sales Management, Marketing Communications, Employee Training, Series 6, Series 63, Life & Health Insurance..., Customer Acquisition, Regulatory Compliance, Private Banking, Retail Banking, Financial Services
Education
San Francisco State University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Skyline College 1999 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Sacred Heart Cathedral Prep 1993 — 1997
High School, General Academic, 9-12
JPMorgan Chase Bank, N.A. October 2010 - Present
Wells Fargo December 2009 - October 2010
24hr Fitness February 2006 - December 2009
Skills
Investments, Cross Selling, Client Relations, Sales Presentations, Sales Operations, Sales Management, Marketing Communications, Employee Training, Series 6, Series 63, Life & Health Insurance..., Customer Acquisition, Regulatory Compliance, Private Banking, Retail Banking, Financial Services
Education
San Francisco State University 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
Skyline College 1999 — 2002
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Sacred Heart Cathedral Prep 1993 — 1997
High School, General Academic, 9-12
Michael Azar Michael Azar's JPMorgan Chase Bank, N.A. Experience November 2009 - April 2014
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2014 - Present
JPMorgan Chase Bank, N.A. November 2009 - April 2014
Bank of Amercia Investment January 2008 - January 2009
Education
University of California, Riverside 2000 — 2004
BS, Computer Science
Wells Fargo Advisors, LLC May 2014 - Present
JPMorgan Chase Bank, N.A. November 2009 - April 2014
Bank of Amercia Investment January 2008 - January 2009
Education
University of California, Riverside 2000 — 2004
BS, Computer Science
Rick A. Baray, CFP®, CLU® Rick A. Baray, CFP®, CLU®'s JPMorgan Chase Bank, N.A. Experience April 2012 - November 2013
Job Wealth Manager at USAA Wealth Management
Industry Financial Services
Experience
USAA Wealth Management December 2013 - Present
JPMorgan Chase Bank, N.A. April 2012 - November 2013
New England Securities January 2011 - March 2012
JPMorgan Chase September 2009 - January 2011
Wescom Credit Union July 2007 - September 2009
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Science in Business Administration, Financial Services
USAA Wealth Management December 2013 - Present
JPMorgan Chase Bank, N.A. April 2012 - November 2013
New England Securities January 2011 - March 2012
JPMorgan Chase September 2009 - January 2011
Wescom Credit Union July 2007 - September 2009
Education
San Diego State University-California State University 2007 — 2012
Bachelor of Science in Business Administration, Financial Services
Devon Sobers's JPMorgan Chase Bank, N.A. Experience January 2011 - April 2015
Job Sales & Marketing
Industry Automotive
Experience
KPA LLC August 2015 - Present
JPMorgan Chase Bank, N.A. January 2011 - April 2015
Best Buy October 2005 - January 2011
Skills
Microsoft Office, Social Media, Credit, Marketing, Microsoft Excel, Loans, Microsoft Word, PowerPoint, Leadership, Mortgage Lending, Relationship Management, Risk Management, Time Management, Forecasting, Social Networking, Management
Education
University of Central Florida - College of Business Administration
KPA LLC August 2015 - Present
JPMorgan Chase Bank, N.A. January 2011 - April 2015
Best Buy October 2005 - January 2011
Skills
Microsoft Office, Social Media, Credit, Marketing, Microsoft Excel, Loans, Microsoft Word, PowerPoint, Leadership, Mortgage Lending, Relationship Management, Risk Management, Time Management, Forecasting, Social Networking, Management
Education
University of Central Florida - College of Business Administration
Jenny Quang's JPMorgan Chase Bank, N.A. Experience June 2011 - Present
Job Private Client Banker
Industry Banking
Experience
JPMorgan Chase Bank, N.A. June 2011 - Present
Kohls January 2009 - June 2011
Small Business Insurance Agency August 2006 - January 2009
American Income Life Insurance July 2002 - June 2006
Education
San Diego State University-California State University 2006 — 2008
Bachelors
San Diego Mesa College 2003 — 2006
AA
JPMorgan Chase Bank, N.A. June 2011 - Present
Kohls January 2009 - June 2011
Small Business Insurance Agency August 2006 - January 2009
American Income Life Insurance July 2002 - June 2006
Education
San Diego State University-California State University 2006 — 2008
Bachelors
San Diego Mesa College 2003 — 2006
AA
Matthew Parra Matthew Parra's JPMorgan Chase Bank, N.A. Experience May 2014 - Present
Job Small Business Specialist and Manager On Duty at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. May 2014 - Present
JPMorgan Chase Bank, N.A. January 2014 - Present
JPMorgan Chase Bank, N.A. August 2013 - Present
JPMorgan Chase Bank, N.A. June 2012 - Present
State of Colorado September 2011 - Present
JPMorgan Chase Bank, N.A. June 2011 - August 2013
TCF Bank August 2010 - June 2011
Best Buy May 2006 - May 2010
Colorado Eagles Professional Hockey, LLC September 2009 - April 2010
Kroenke Sports Enterprises August 2008 - December 2008
Skills
Data Analysis, Project Management, Project Planning, Database Managent, Sports Marketing, Sports Management, Customer Service, Customer Satisfaction, Strategic Financial..., Sponsorship Relations, Six Sigma, Marketing, Marketing Strategy, Technology, Financial Accounting, Financial Analysis, CRM
Education
University of Denver 2005 — 2009
Business Administration, Management, Minor in Accounting
Villanova University 2011 — 2012
Certification, Lean Six Sigma, A
JPMorgan Chase Bank, N.A. May 2014 - Present
JPMorgan Chase Bank, N.A. January 2014 - Present
JPMorgan Chase Bank, N.A. August 2013 - Present
JPMorgan Chase Bank, N.A. June 2012 - Present
State of Colorado September 2011 - Present
JPMorgan Chase Bank, N.A. June 2011 - August 2013
TCF Bank August 2010 - June 2011
Best Buy May 2006 - May 2010
Colorado Eagles Professional Hockey, LLC September 2009 - April 2010
Kroenke Sports Enterprises August 2008 - December 2008
Skills
Data Analysis, Project Management, Project Planning, Database Managent, Sports Marketing, Sports Management, Customer Service, Customer Satisfaction, Strategic Financial..., Sponsorship Relations, Six Sigma, Marketing, Marketing Strategy, Technology, Financial Accounting, Financial Analysis, CRM
Education
University of Denver 2005 — 2009
Business Administration, Management, Minor in Accounting
Villanova University 2011 — 2012
Certification, Lean Six Sigma, A
EMILY KOEHLER's JPMorgan Chase Bank, N.A. Experience July 2010 - Present
Job Vice President, Branch Manager JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. July 2010 - Present
JPMorgan Chase Bank, N.A. 2007 - 2010
JPMorgan Chase Bank, N.A. 2006 - 2007
Education
Southern Illinois University, Carbondale 2000 — 2004
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
JPMorgan Chase Bank, N.A. July 2010 - Present
JPMorgan Chase Bank, N.A. 2007 - 2010
JPMorgan Chase Bank, N.A. 2006 - 2007
Education
Southern Illinois University, Carbondale 2000 — 2004
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
Juan Pedro Freitas Juan Pedro Freitas's JPMorgan Chase Bank, N.A. Experience October 2013 - Present
Job Vice President, Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2013 - Present
PNC Investments June 2010 - October 2013
PNC March 2006 - June 2010
Education
Universidad Inca Garcilaso de la Vega
Bachelor of Science (BS), Business Administration and Finance
JPMorgan Chase Bank, N.A. October 2013 - Present
PNC Investments June 2010 - October 2013
PNC March 2006 - June 2010
Education
Universidad Inca Garcilaso de la Vega
Bachelor of Science (BS), Business Administration and Finance
Edward Janisch's JPMorgan Chase Bank, N.A. Experience December 2014 - Present
Job Investment Associate at JPMorgan Chase & Co.
Industry Investment Management
Experience
JPMorgan Chase Bank, N.A. December 2014 - Present
Merrill Lynch May 2012 - December 2014
Cleantech Open May 2014 - November 2014
UC Davis Finance and Investment Club April 2012 - June 2013
UC Davis Boxing Team September 2011 - June 2013
Goleta Valley Athletic Club April 2010 - September 2011
Merrill Lynch June 2008 - August 2008
Education
Chartered Financial Analyst Institute
Passed Level II of the CFA Program
Chartered Alternative Investment Analyst Association
2015 CAIA Level II Candidate
University of California, Davis
Bachelor of Arts (B.A.), Economics, 3.61
JPMorgan Chase Bank, N.A. December 2014 - Present
Merrill Lynch May 2012 - December 2014
Cleantech Open May 2014 - November 2014
UC Davis Finance and Investment Club April 2012 - June 2013
UC Davis Boxing Team September 2011 - June 2013
Goleta Valley Athletic Club April 2010 - September 2011
Merrill Lynch June 2008 - August 2008
Education
Chartered Financial Analyst Institute
Passed Level II of the CFA Program
Chartered Alternative Investment Analyst Association
2015 CAIA Level II Candidate
University of California, Davis
Bachelor of Arts (B.A.), Economics, 3.61
John Sawyers's JPMorgan Chase Bank, N.A. Experience 1992 - 2001
Job Real Estate Executive | Attorney | Client Management Expertise
Industry Real Estate
Experience
Attorney 2013 - Present
CIBC World Markets 2002 - 2012
Aareal Bank AG 2001 - 2002
JPMorgan Chase Bank, N.A. 1992 - 2001
Skills
Commercial Mortgages, Management, Banking, Underwriting, Real Estate Economics, Legal, Client Expectations..., Client Management, New Business Development, Sales&Marketing, Workout, Loan Modifications, Restructures, Mentoring, Training, Creative Strategy, Resourceful..., Strategic Sourcing, Closing Abilities, Leadership Initiatives, Leadership Trainer, Logical Approach, Sales Motivation, Change Readiness, Ethical Leadership, Structured Finance, CRM, Due Diligence, Syndications, Valuation, Real Estate Financing, Asset Management, Debt Restructuring, Private Equity, Real Estate Private..., Securitization, Mezzanine, Acquisitions, Restructuring, Capital Markets, Commercial Real Estate, Disposition, Brokerage, Leveraged Finance, CMBS, Real Estate, Financial Structuring, Finance, Investments, Real Estate Transactions
Education
St. Bonaventure University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
St. John's University School of Law
Juris Doctor
Attorney 2013 - Present
CIBC World Markets 2002 - 2012
Aareal Bank AG 2001 - 2002
JPMorgan Chase Bank, N.A. 1992 - 2001
Skills
Commercial Mortgages, Management, Banking, Underwriting, Real Estate Economics, Legal, Client Expectations..., Client Management, New Business Development, Sales&Marketing, Workout, Loan Modifications, Restructures, Mentoring, Training, Creative Strategy, Resourceful..., Strategic Sourcing, Closing Abilities, Leadership Initiatives, Leadership Trainer, Logical Approach, Sales Motivation, Change Readiness, Ethical Leadership, Structured Finance, CRM, Due Diligence, Syndications, Valuation, Real Estate Financing, Asset Management, Debt Restructuring, Private Equity, Real Estate Private..., Securitization, Mezzanine, Acquisitions, Restructuring, Capital Markets, Commercial Real Estate, Disposition, Brokerage, Leveraged Finance, CMBS, Real Estate, Financial Structuring, Finance, Investments, Real Estate Transactions
Education
St. Bonaventure University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
St. John's University School of Law
Juris Doctor
Joseph (Joe) Hennessey Joseph (Joe) Hennessey's JPMorgan Chase Bank, N.A. Experience August 2014 - Present
Job Relationship Banker JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. August 2014 - Present
Fifth Third Bank January 2013 - August 2014
Verizon Wireless June 2012 - January 2013
Sprint January 2009 - June 2012
Education
Bayshore High School 2004 — 2007
State College of Florida-Manatee-Sarasota
Finance / Accounting / Business Management
JPMorgan Chase Bank, N.A. August 2014 - Present
Fifth Third Bank January 2013 - August 2014
Verizon Wireless June 2012 - January 2013
Sprint January 2009 - June 2012
Education
Bayshore High School 2004 — 2007
State College of Florida-Manatee-Sarasota
Finance / Accounting / Business Management
Daniel M Murcott's JPMorgan Chase Bank, N.A. Experience May 2010 - Present
Job Relationship Banker
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. May 2010 - Present
Education
Suffolk County Community College 2007 — 2009
Associate of Science (AS), Business Administration and Management, General
JPMorgan Chase Bank, N.A. May 2010 - Present
Education
Suffolk County Community College 2007 — 2009
Associate of Science (AS), Business Administration and Management, General
Abby Shuman Abby Shuman's JPMorgan Chase Bank, N.A. Experience September 2009 - October 2014
Job Accounts Receivable Specialist at Premier Tank Truck Service, LLC
Industry Financial Services
Experience
Premier Tank Truck Service, LLC October 2014 - Present
JPMorgan Chase Bank, N.A. September 2009 - October 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, Banking, Outlook, Microsoft Word, Credit, Financial Analysis, QuickBooks, Client Billing
Education
Texas A&M University 2002 — 2006
Bachelor of Science (B.S.), Sociology
Texas A&M University 2002 — 2006
Bachelor of Science (BS), Sociology
Premier Tank Truck Service, LLC October 2014 - Present
JPMorgan Chase Bank, N.A. September 2009 - October 2014
Skills
Customer Service, Microsoft Excel, Microsoft Office, Banking, Outlook, Microsoft Word, Credit, Financial Analysis, QuickBooks, Client Billing
Education
Texas A&M University 2002 — 2006
Bachelor of Science (B.S.), Sociology
Texas A&M University 2002 — 2006
Bachelor of Science (BS), Sociology
Darryl King's JPMorgan Chase Bank, N.A. Experience October 2013 - Present
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. October 2013 - Present
Gulf Coast Bank & Trust August 2011 - August 2013
Gulf Coast Bank & Trust Co. June 2010 - August 2011
Capital One May 1996 - December 2008
Prudential Bank and Trust 1990 - 1996
Skills
Risk Management, Loans, Portfolio Management, Commercial Lending, Small Business Lending, Credit, Credit Analysis, Mortgage Lending, Commercial Banking, Banking, Commercial Real Estate, Loan Origination, Consumer Lending, Retail Banking, Underwriting, Customer Service, Financial Analysis, Mortgage Banking, Refinance, Strategic Planning, Budgets, Management, Marketing, Microsoft Office, Residential Mortgages, Sales, Construction Loans, Credit Risk, FHA, Finance, Investments, Financial Services, Lines Of Credit, Public Speaking, Real Estate, Small Business, Strategic Financial..., Team Building
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1980 — 1984
Bachelor of Science, Business Marketing
JPMorgan Chase Bank, N.A. October 2013 - Present
Gulf Coast Bank & Trust August 2011 - August 2013
Gulf Coast Bank & Trust Co. June 2010 - August 2011
Capital One May 1996 - December 2008
Prudential Bank and Trust 1990 - 1996
Skills
Risk Management, Loans, Portfolio Management, Commercial Lending, Small Business Lending, Credit, Credit Analysis, Mortgage Lending, Commercial Banking, Banking, Commercial Real Estate, Loan Origination, Consumer Lending, Retail Banking, Underwriting, Customer Service, Financial Analysis, Mortgage Banking, Refinance, Strategic Planning, Budgets, Management, Marketing, Microsoft Office, Residential Mortgages, Sales, Construction Loans, Credit Risk, FHA, Finance, Investments, Financial Services, Lines Of Credit, Public Speaking, Real Estate, Small Business, Strategic Financial..., Team Building
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 1980 — 1984
Bachelor of Science, Business Marketing
David S Rochon's JPMorgan Chase Bank, N.A. Experience January 2008 - Present
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. January 2008 - Present
Stifel Financial Corp. January 2001 - January 2007
Education
Tulane University - A.B. Freeman School of Business 1995 — 2000
BS Management, Finance
Jesuit 1989 — 1993
JPMorgan Chase Bank, N.A. January 2008 - Present
Stifel Financial Corp. January 2001 - January 2007
Education
Tulane University - A.B. Freeman School of Business 1995 — 2000
BS Management, Finance
Jesuit 1989 — 1993
Greg Kertman Greg Kertman's JPMorgan Chase Bank, N.A. Experience January 2009 - September 2013
Job AVP, Commercial Banking at Alliance Bank of Arizona
Industry Banking
Experience
Alliance Bank of Arizona July 2014 - Present
Guild Mortgage Company October 2013 - June 2014
JPMorgan Chase Bank, N.A. January 2009 - September 2013
Wells Fargo Bank, N.A. May 2003 - November 2008
Hansen Family Interests May 2001 - September 2002
Skills
Commercial Banking, Credit, Commercial Lending, Credit Risk, Underwriting, Credit Analysis, Risk Management, Financial Analysis, Commercial Real Estate, Financial Structuring, Portfolio Management, Asset Based Lending, Corporate Finance, Mortgage Banking, Mortgage Lending, Loans, Banking, Residential Mortgages, Loan Origination, Real Estate Financing, Sales, Investments, Real Estate, Real Estate Economics, Business Development, Middle Market, Enterprise Valuation
Education
University of Arizona 1998 — 2002
Bachelors, Finance
Alliance Bank of Arizona July 2014 - Present
Guild Mortgage Company October 2013 - June 2014
JPMorgan Chase Bank, N.A. January 2009 - September 2013
Wells Fargo Bank, N.A. May 2003 - November 2008
Hansen Family Interests May 2001 - September 2002
Skills
Commercial Banking, Credit, Commercial Lending, Credit Risk, Underwriting, Credit Analysis, Risk Management, Financial Analysis, Commercial Real Estate, Financial Structuring, Portfolio Management, Asset Based Lending, Corporate Finance, Mortgage Banking, Mortgage Lending, Loans, Banking, Residential Mortgages, Loan Origination, Real Estate Financing, Sales, Investments, Real Estate, Real Estate Economics, Business Development, Middle Market, Enterprise Valuation
Education
University of Arizona 1998 — 2002
Bachelors, Finance
Danielle Schantz Danielle Schantz's JPMorgan Chase Bank, N.A. Experience February 2013 - Present
Job Vice President Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. February 2013 - Present
J.P. Morgan Securities LLC October 2012 - January 2013
Chase Investment Services Corp. March 2011 - October 2012
Education
State University of New York at Buffalo - School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance
JPMorgan Chase Bank, N.A. February 2013 - Present
J.P. Morgan Securities LLC October 2012 - January 2013
Chase Investment Services Corp. March 2011 - October 2012
Education
State University of New York at Buffalo - School of Management 2004 — 2008
Bachelor of Science (B.S.), Finance
Dravannti Johnson's JPMorgan Chase Bank, N.A. Experience April 2015 - Present
Job Relationship BankerSmall Business Specialist at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. April 2015 - Present
JPMorgan Chase Bank, N.A June 2013 - March 2015
Innovative Funding Services LLC January 2013 - June 2013
Skills
Sales, Customer Service, Credit, Banking, Loans, Consumer Lending, Small Business
Education
The University of Texas at Austin 2008 — 2011
Bachelor of Science (B.S.)
JPMorgan Chase Bank, N.A. April 2015 - Present
JPMorgan Chase Bank, N.A June 2013 - March 2015
Innovative Funding Services LLC January 2013 - June 2013
Skills
Sales, Customer Service, Credit, Banking, Loans, Consumer Lending, Small Business
Education
The University of Texas at Austin 2008 — 2011
Bachelor of Science (B.S.)
Jasper Yang Jasper Yang's JPMorgan Chase Bank, N.A. Experience December 2013 - Present
Job Private Client Advisor, JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. December 2013 - Present
JPMorgan Chase May 2010 - November 2013
Education
University of California, Irvine 2005 — 2009
BA, Economics
JPMorgan Chase Bank, N.A. December 2013 - Present
JPMorgan Chase May 2010 - November 2013
Education
University of California, Irvine 2005 — 2009
BA, Economics
Paolo Bicego Paolo Bicego's JPMorgan Chase Bank, N.A. Experience February 2013 - Present
Job Vice President, Private Client Advisor at J.P. Morgan
Industry Investment Management
Experience
JPMorgan Chase Bank, N.A. February 2013 - Present
J.P. Morgan February 2010 - February 2013
Wells Fargo 2005 - 2010
Education
The University of New Mexico
Economics
JPMorgan Chase Bank, N.A. February 2013 - Present
J.P. Morgan February 2010 - February 2013
Wells Fargo 2005 - 2010
Education
The University of New Mexico
Economics
Cynthia Steinberger's JPMorgan Chase Bank, N.A. Experience May 2013 - January 2015
Job Experience in Investment Supervision, Accounting, Customer Service and Banking
Industry Banking
Experience
Thrivent Financial March 2015 - Present
JPMorgan Chase Bank, N.A. May 2013 - January 2015
Wells Fargo Advisors January 2013 - May 2013
Fifth Third Bank August 2011 - October 2012
Fifth Third Bank December 2005 - April 2010
Scottrade March 2003 - December 2005
Carl S. Akey, Inc. 1983 - 1990
Skills
Sales Management, Investments, Sales Operations, Sales Support, Hold Series 7, Hold Series 24, Hold Series 66, Life Insurance
Education
University of Phoenix 2007 — 2012
finance
JVS
Sinclair Community College
Thrivent Financial March 2015 - Present
JPMorgan Chase Bank, N.A. May 2013 - January 2015
Wells Fargo Advisors January 2013 - May 2013
Fifth Third Bank August 2011 - October 2012
Fifth Third Bank December 2005 - April 2010
Scottrade March 2003 - December 2005
Carl S. Akey, Inc. 1983 - 1990
Skills
Sales Management, Investments, Sales Operations, Sales Support, Hold Series 7, Hold Series 24, Hold Series 66, Life Insurance
Education
University of Phoenix 2007 — 2012
finance
JVS
Sinclair Community College
Brian Hasseler Brian Hasseler's JPMorgan Chase Bank, N.A. Experience March 2012 - Present
Job Banker at JPMorgan Chase Bank, N.A
Industry Banking
Experience
JPMorgan Chase Bank, N.A. March 2012 - Present
Frazer, LLP July 2011 - January 2012
Frazer, LLP January 2011 - February 2011
Education
University of California, Riverside 2009 — 2011
Bachelors of Science, Business Administration, Accounting Concentration
Mt. San Jacinto Community College 2007 — 2009
Associate of Arts; Associate of Science, liberal studies; Business administration
JPMorgan Chase Bank, N.A. March 2012 - Present
Frazer, LLP July 2011 - January 2012
Frazer, LLP January 2011 - February 2011
Education
University of California, Riverside 2009 — 2011
Bachelors of Science, Business Administration, Accounting Concentration
Mt. San Jacinto Community College 2007 — 2009
Associate of Arts; Associate of Science, liberal studies; Business administration
Benjamin Wolfe Benjamin Wolfe's JPMorgan Chase Bank, N.A. Experience November 2005 - December 2011
Job Sr. Business Implementation Manager at HSBC Bank USA, N.A.
Industry Banking
Experience
HSBC Bank USA, N.A. October 2014 - Present
J.P. Morgan Chase Bank, N.A. January 2012 - October 2014
JPMorgan Chase Bank, N.A. November 2005 - December 2011
JPMorgan Chase and Co. July 2000 - November 2005
Chase Cardmember Services, Inc. May 1996 - July 2000
Skills
Organizational..., Strategic Leadership, Conflict Resolution, Manage Complex Projects, Leadership, Management, Business Process..., Project Management, Customer Service, Customer Satisfaction, Quality Assurance, Time Management, Treasury, Cash Management, Relationship Management, Financial Services, Hedge Funds, Risk Management, Credit Cards, Treasury Management, Banking, Alternative Investments, Program Management
Education
University of Phoenix
MBA, Organizational Development, Finance, Economics, Accounting
Southeastern University 1994 — 1997
Music, Bachelor of Science, Music, Performance Piano, Concert Choir, English Literature
Clearwater Christian College 1992 — 1994
Sacred Music, English Literature, Performance Piano, Concert Choir
HSBC Bank USA, N.A. October 2014 - Present
J.P. Morgan Chase Bank, N.A. January 2012 - October 2014
JPMorgan Chase Bank, N.A. November 2005 - December 2011
JPMorgan Chase and Co. July 2000 - November 2005
Chase Cardmember Services, Inc. May 1996 - July 2000
Skills
Organizational..., Strategic Leadership, Conflict Resolution, Manage Complex Projects, Leadership, Management, Business Process..., Project Management, Customer Service, Customer Satisfaction, Quality Assurance, Time Management, Treasury, Cash Management, Relationship Management, Financial Services, Hedge Funds, Risk Management, Credit Cards, Treasury Management, Banking, Alternative Investments, Program Management
Education
University of Phoenix
MBA, Organizational Development, Finance, Economics, Accounting
Southeastern University 1994 — 1997
Music, Bachelor of Science, Music, Performance Piano, Concert Choir, English Literature
Clearwater Christian College 1992 — 1994
Sacred Music, English Literature, Performance Piano, Concert Choir
Kyle Cain, CFP®'s JPMorgan Chase Bank, N.A. Experience September 2015 - Present
Job VP/Private Client AdvisorJPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2015 - Present
Bryant University January 2014 - Present
Fidelity Investments April 2012 - August 2015
Fidelity Investments June 2010 - March 2012
Fidelity Investments August 2007 - May 2010
Education
University of Florida
Bachelor's Degree, Finance
JPMorgan Chase Bank, N.A. September 2015 - Present
Bryant University January 2014 - Present
Fidelity Investments April 2012 - August 2015
Fidelity Investments June 2010 - March 2012
Fidelity Investments August 2007 - May 2010
Education
University of Florida
Bachelor's Degree, Finance
Chad Hoover, CFP®, CIMA® Chad Hoover, CFP®, CIMA®'s JPMorgan Chase Bank, N.A. Experience March 2013 - June 2015
Job Vice President Investment Product Specialist at J.P. Morgan
Industry Investment Management
Experience
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase Bank, N.A. March 2013 - June 2015
J.P. Morgan Asset Management January 2012 - March 2013
J.P. Morgan Asset Management March 2005 - January 2012
J.P. Morgan Asset Management April 2004 - March 2005
J.P. Morgan Asset Management January 2003 - April 2004
Education
The Ohio State University
Bachelor of Science - Human Ecology, Financial Planning
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase Bank, N.A. March 2013 - June 2015
J.P. Morgan Asset Management January 2012 - March 2013
J.P. Morgan Asset Management March 2005 - January 2012
J.P. Morgan Asset Management April 2004 - March 2005
J.P. Morgan Asset Management January 2003 - April 2004
Education
The Ohio State University
Bachelor of Science - Human Ecology, Financial Planning
Jordan LoBue's JPMorgan Chase Bank, N.A. Experience January 2013 - Present
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. January 2013 - Present
J.P. Morgan Securities LLC October 2011 - Present
JPMorgan Chase October 2010 - Present
Education
College Park High School
San Francisco State University
Bachelors of Arts, Criminal Justice
JPMorgan Chase Bank, N.A. January 2013 - Present
J.P. Morgan Securities LLC October 2011 - Present
JPMorgan Chase October 2010 - Present
Education
College Park High School
San Francisco State University
Bachelors of Arts, Criminal Justice
Sandi Martin Sandi Martin's JPMorgan Chase Bank, N.A. Experience January 2014 - Present
Job Relationship Banker / Small Business Specialist at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. January 2014 - Present
JPMorgan Chase Bank, N.A. May 2013 - Present
Sprint March 2007 - June 2013
Circuit City 2004 - 2007
Education
Tacoma Community College 2010 — 2014
JPMorgan Chase Bank, N.A. January 2014 - Present
JPMorgan Chase Bank, N.A. May 2013 - Present
Sprint March 2007 - June 2013
Circuit City 2004 - 2007
Education
Tacoma Community College 2010 — 2014
Yousuf Ghalayini Yousuf Ghalayini's JPMorgan Chase Bank, N.A. Experience January 2015 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. January 2015 - Present
Wells Fargo Bank, N.A. February 2014 - January 2015
JPMorgan Chase Bank, N.A. May 2007 - March 2012
Education
University of Central Florida 2011 — 2013
Bachelor of Arts (B.A.), Accounting and Finance
Seminole Community College 2008 — 2011
Associate of Arts (A.A.), Accounting
JPMorgan Chase Bank, N.A. January 2015 - Present
Wells Fargo Bank, N.A. February 2014 - January 2015
JPMorgan Chase Bank, N.A. May 2007 - March 2012
Education
University of Central Florida 2011 — 2013
Bachelor of Arts (B.A.), Accounting and Finance
Seminole Community College 2008 — 2011
Associate of Arts (A.A.), Accounting
Steve Hwang's JPMorgan Chase Bank, N.A. Experience October 2013 - Present
Job Private Client Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. October 2013 - Present
Range Global, LLC April 2012 - August 2013
JPMorgan Chase Bank, N.A. July 2011 - April 2012
Madison Proprietary Trading Group, LLC April 2008 - April 2011
Blue Alternative Asset Management July 2007 - April 2008
Madison Proprietary Trading Group, LLC January 2006 - July 2007
Education
State University of New York at Buffalo 1998 — 2002
Computer Science & Business Administration
JPMorgan Chase Bank N.A. October 2013 - Present
Range Global, LLC April 2012 - August 2013
JPMorgan Chase Bank, N.A. July 2011 - April 2012
Madison Proprietary Trading Group, LLC April 2008 - April 2011
Blue Alternative Asset Management July 2007 - April 2008
Madison Proprietary Trading Group, LLC January 2006 - July 2007
Education
State University of New York at Buffalo 1998 — 2002
Computer Science & Business Administration
Devin Riley Devin Riley's JPMorgan Chase Bank, N.A. Experience January 2012 - Present
Job Chase Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. January 2012 - Present
JPMorgan Chase Bank, N.A. August 2009 - January 2012
Sandler O'Neill + Partners May 2004 - May 2008
Advest, Inc February 2004 - May 2004
Education
The New School 2001 — 2003
M.S., Urban Policy Analysis and Management
Stony Brook University 1997 — 2001
B.A., History
JPMorgan Chase Bank, N.A. January 2012 - Present
JPMorgan Chase Bank, N.A. August 2009 - January 2012
Sandler O'Neill + Partners May 2004 - May 2008
Advest, Inc February 2004 - May 2004
Education
The New School 2001 — 2003
M.S., Urban Policy Analysis and Management
Stony Brook University 1997 — 2001
B.A., History
Brendan Byrne Brendan Byrne's JPMorgan Chase Bank, N.A. Experience June 2014 - Present
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. June 2014 - Present
TIAA-CREF April 2014 - May 2014
Charles Schwab October 2010 - March 2014
Fidelity Investments May 2009 - October 2010
Fidelity Investments August 2005 - May 2009
Chase Investment Services May 2004 - August 2006
MetLife October 2002 - May 2004
Focus Capital October 2000 - October 2002
Fortis Insurance Ltd 2000 - 2001
Education
St. Norbert College 1996 — 2000
Bachelor of Arts, Business Administration
JPMorgan Chase Bank, N.A. June 2014 - Present
TIAA-CREF April 2014 - May 2014
Charles Schwab October 2010 - March 2014
Fidelity Investments May 2009 - October 2010
Fidelity Investments August 2005 - May 2009
Chase Investment Services May 2004 - August 2006
MetLife October 2002 - May 2004
Focus Capital October 2000 - October 2002
Fortis Insurance Ltd 2000 - 2001
Education
St. Norbert College 1996 — 2000
Bachelor of Arts, Business Administration
Cory Ender Cory Ender's JPMorgan Chase Bank, N.A. Experience June 2012 - Present
Job Relationship Banker
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. June 2012 - Present
Education
Palm Beach Atlantic University 2012 — 2014
Organizational management
Springfield College
JPMorgan Chase Bank, N.A. June 2012 - Present
Education
Palm Beach Atlantic University 2012 — 2014
Organizational management
Springfield College
Philip Seth Matherly's JPMorgan Chase Bank, N.A. Experience December 2013 - Present
Job .
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. December 2013 - Present
State Farn July 2013 - December 2013
CarMax April 2013 - July 2013
USAA 2008 - 2013
Education
The University of Texas at San Antonio 2008 — 2013
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
JPMorgan Chase Bank, N.A. December 2013 - Present
State Farn July 2013 - December 2013
CarMax April 2013 - July 2013
USAA 2008 - 2013
Education
The University of Texas at San Antonio 2008 — 2013
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Arianne Kato's JPMorgan Chase Bank, N.A. Experience January 2013 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. June 2012 - January 2013
JPMorgan Chase Bank, N.A. November 2011 - June 2012
UBS January 2012 - May 2012
Clear Channel June 2011 - August 2011
Skills
Reliable, Highly personable, Customer-focused
Education
University of Central Florida - College of Business Administration 2012 — 2014
Bachelor's degree, Real Estate
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor's degree, Finance, General
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor's degree, Marketing
Archbishop McCarthy High School 2005 — 2008
High School Degree, High School
JPMorgan Chase & Co. August 2015 - Present
JPMorgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. June 2012 - January 2013
JPMorgan Chase Bank, N.A. November 2011 - June 2012
UBS January 2012 - May 2012
Clear Channel June 2011 - August 2011
Skills
Reliable, Highly personable, Customer-focused
Education
University of Central Florida - College of Business Administration 2012 — 2014
Bachelor's degree, Real Estate
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor's degree, Finance, General
University of Central Florida - College of Business Administration 2008 — 2012
Bachelor's degree, Marketing
Archbishop McCarthy High School 2005 — 2008
High School Degree, High School
Laci Davis Laci Davis's JPMorgan Chase Bank, N.A. Experience October 2011 - September 2015
Job Annuity & Insurance Specialist At Vanguard
Industry Investment Management
Experience
Vanguard September 2015 - Present
JPMorgan Chase Bank, N.A. October 2011 - September 2015
Stanford Residential Education September 2010 - June 2011
Stanford Undergraduate Advising and Research October 2009 - June 2011
Colorado University Upward Bound June 2010 - August 2010
Stanford American Indian Organizatioin August 2009 - June 2010
American Indian Science & Engineering Society (AISES) April 2009 - June 2010
Stanford Undergraduate Advising and Research May 2009 - November 2009
2009 Stanford Powwow October 2008 - May 2009
Stanford Alumni Center September 2007 - March 2008
Education
Stanford University 2007 — 2011
B.A., Sociology
Sinagua High School 2003 — 2007
Vanguard September 2015 - Present
JPMorgan Chase Bank, N.A. October 2011 - September 2015
Stanford Residential Education September 2010 - June 2011
Stanford Undergraduate Advising and Research October 2009 - June 2011
Colorado University Upward Bound June 2010 - August 2010
Stanford American Indian Organizatioin August 2009 - June 2010
American Indian Science & Engineering Society (AISES) April 2009 - June 2010
Stanford Undergraduate Advising and Research May 2009 - November 2009
2009 Stanford Powwow October 2008 - May 2009
Stanford Alumni Center September 2007 - March 2008
Education
Stanford University 2007 — 2011
B.A., Sociology
Sinagua High School 2003 — 2007
Mamdemba Faal Mamdemba Faal's JPMorgan Chase Bank, N.A. Experience March 2005 - March 2010
Job Division Leader at Primerica Financial Service
Industry Financial Services
Experience
Primerica January 2010 - Present
JPMorgan Chase Bank, N.A. March 2005 - March 2010
Wells Fargo January 2002 - March 2005
Skills
Insurance Brokerage, Series 6, Strategic Financial..., Fixed Annuities, Variable Annuities, 529 Plans, IRAs, Roth IRA, Savings, Mortgage Lending, Investments, Entrepreneurship..., Entrepreneurship..., Youth Entrepreneurship, Entrepreneurship, Financial Analysis, Retirement Planning, People Skills, Financial Education, Term Life Insurance, Leadership Development, Team Leadership, Competition
Education
DC Med Prep Paramedic Academy 2007 — 2008
EMT-Paramedic, Allied Health
Peoria High School 1995 — 1999
Scottsdale Community College
Primerica January 2010 - Present
JPMorgan Chase Bank, N.A. March 2005 - March 2010
Wells Fargo January 2002 - March 2005
Skills
Insurance Brokerage, Series 6, Strategic Financial..., Fixed Annuities, Variable Annuities, 529 Plans, IRAs, Roth IRA, Savings, Mortgage Lending, Investments, Entrepreneurship..., Entrepreneurship..., Youth Entrepreneurship, Entrepreneurship, Financial Analysis, Retirement Planning, People Skills, Financial Education, Term Life Insurance, Leadership Development, Team Leadership, Competition
Education
DC Med Prep Paramedic Academy 2007 — 2008
EMT-Paramedic, Allied Health
Peoria High School 1995 — 1999
Scottsdale Community College
Robin Ingwersen's JPMorgan Chase Bank, N.A. Experience April 1997 - Present
Job Senior Loan Officer at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. April 1997 - Present
Skills
Mortgage Lending, FHA financing, Mortgage Banking, Loan Origination, VA loans, Refinance, Residential Mortgages, Loans, FHA, Consumer Lending, Credit, Credit Analysis, Commercial Lending, Underwriting, USDA, First Time Home Buyers, Investment Properties, Finance, Government Loans, Banking
Education
University of Central Florida 1988 — 1992
JPMorgan Chase Bank, N.A. April 1997 - Present
Skills
Mortgage Lending, FHA financing, Mortgage Banking, Loan Origination, VA loans, Refinance, Residential Mortgages, Loans, FHA, Consumer Lending, Credit, Credit Analysis, Commercial Lending, Underwriting, USDA, First Time Home Buyers, Investment Properties, Finance, Government Loans, Banking
Education
University of Central Florida 1988 — 1992
Earl Han Earl Han's JPMorgan Chase Bank, N.A. Experience September 2014 - Present
Job Private Client Banker/ Small Business Specialist at JPMorgan Chase Bank, N.A
Industry Banking
Experience
JPMorgan Chase Bank, N.A September 2014 - Present
JPMorgan Chase Bank, N.A. October 2012 - August 2014
Bank of America August 2010 - July 2012
Enterprise Rent a Car January 2008 - May 2010
Morgan Stanley June 2007 - September 2007
Skills
Loans, Retail Banking, Building Relationships, Customer Service..., Customer Service, Sales, Management, Microsoft Office, Finance, Banking
Education
UC Davis 2005 — 2008
Bachelor of Arts, Economics
JPMorgan Chase Bank, N.A September 2014 - Present
JPMorgan Chase Bank, N.A. October 2012 - August 2014
Bank of America August 2010 - July 2012
Enterprise Rent a Car January 2008 - May 2010
Morgan Stanley June 2007 - September 2007
Skills
Loans, Retail Banking, Building Relationships, Customer Service..., Customer Service, Sales, Management, Microsoft Office, Finance, Banking
Education
UC Davis 2005 — 2008
Bachelor of Arts, Economics
Vasilios Zarboutis's JPMorgan Chase Bank, N.A. Experience August 2011 - Present
Job Private Client Banker, JP Morgan Chase Bank n.a.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. August 2011 - Present
Internet Startup Entrepreneur June 2011 - Present
EventNow Inc March 2011 - August 2011
Education
Stony Brook University 2007 — 2011
Bachelor Of Science, Health Science Major, Biology Minor, Concentration in Public Health
JPMorgan Chase Bank, N.A. August 2011 - Present
Internet Startup Entrepreneur June 2011 - Present
EventNow Inc March 2011 - August 2011
Education
Stony Brook University 2007 — 2011
Bachelor Of Science, Health Science Major, Biology Minor, Concentration in Public Health
Jessica Jew Jessica Jew's JPMorgan Chase Bank, N.A. Experience October 2011 - Present
Job Relationship Banker Small Business Specialist (SBS) at JPMorgan Chase Bank, N.A.
Industry Marketing and Advertising
Experience
JPMorgan Chase Bank, N.A. October 2011 - Present
Skills
Customer Service, Sales, Management, Selling, Retail Sales, Marketing, Microsoft Excel, Outlook
Education
San Francisco State University 2005 — 2010
B.S
JPMorgan Chase Bank, N.A. October 2011 - Present
Skills
Customer Service, Sales, Management, Selling, Retail Sales, Marketing, Microsoft Excel, Outlook
Education
San Francisco State University 2005 — 2010
B.S
Aaron Davila's JPMorgan Chase Bank, N.A. Experience February 2013 - April 2015
Job Realtor at Coldwell Banker Residential Brokerage
Industry Banking
Experience
Coldwell Banker Residential Brokerage September 2015 - Present
JPMorgan Chase Bank, N.A. February 2013 - April 2015
Wells Fargo July 2010 - May 2012
Agave Inn & Presidio Motel April 2009 - June 2010
Wescom Credit Union May 2006 - August 2008
Marriott Vacation Club International June 2005 - March 2006
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Arts, Political Science
Coldwell Banker Residential Brokerage September 2015 - Present
JPMorgan Chase Bank, N.A. February 2013 - April 2015
Wells Fargo July 2010 - May 2012
Agave Inn & Presidio Motel April 2009 - June 2010
Wescom Credit Union May 2006 - August 2008
Marriott Vacation Club International June 2005 - March 2006
Education
University of California, Santa Barbara 2008 — 2010
Bachelor of Arts, Political Science
John C. Kirking's JPMorgan Chase Bank, N.A. Experience November 2008 - Present
Job Relationship Banker / Small Business Specialist / Manager on Duty at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. November 2008 - Present
JPMorgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. July 2014 - Present
Fidelity Investments June 2007 - November 2008
Edward Jones May 2006 - August 2006
Education
Texas A&M University 2003 — 2007
Bachelor’s Degree, Finance
JPMorgan Chase Bank, N.A. November 2008 - Present
JPMorgan Chase Bank, N.A. January 2013 - Present
JPMorgan Chase Bank, N.A. July 2014 - Present
Fidelity Investments June 2007 - November 2008
Edward Jones May 2006 - August 2006
Education
Texas A&M University 2003 — 2007
Bachelor’s Degree, Finance
Corey Coker Corey Coker's JPMorgan Chase Bank, N.A. Experience January 2014 - July 2015
Job Private Client Group Relationship Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank July 2015 - Present
JPMorgan Chase Bank, N.A. January 2014 - July 2015
JPMorgan Chase Bank, N.A. January 2013 - January 2014
JPMorgan Chase Bank, N.A. September 2011 - January 2013
JPMorgan Chase Bank, N.A. January 2009 - September 2011
Godman Guild Association April 2007 - January 2009
CDI Head Start July 2005 - April 2007
Skills
Banking, Credit, Customer Service, Public Speaking, Team Building, Sales, Microsoft Office
Education
The Ohio State University
Bachelor of Arts (B.A.)
U.S. Bank July 2015 - Present
JPMorgan Chase Bank, N.A. January 2014 - July 2015
JPMorgan Chase Bank, N.A. January 2013 - January 2014
JPMorgan Chase Bank, N.A. September 2011 - January 2013
JPMorgan Chase Bank, N.A. January 2009 - September 2011
Godman Guild Association April 2007 - January 2009
CDI Head Start July 2005 - April 2007
Skills
Banking, Credit, Customer Service, Public Speaking, Team Building, Sales, Microsoft Office
Education
The Ohio State University
Bachelor of Arts (B.A.)
Kai Langenberg's JPMorgan Chase Bank, N.A. Experience April 2014 - September 2015
Job Assistant Vice President, Risk Consultant, Private Client Services at Marsh
Industry Insurance
Experience
Marsh September 2015 - Present
JPMorgan Chase Bank, N.A. April 2014 - September 2015
Farmers Insurance Group April 2003 - December 2013
Skills
Sales, Leadership, Marketing, Insurance, Property, Management, Selling, Business Development, Property & Casualty..., Account Management, Strategic Planning, Public Speaking, Risk Management, New Business Development, Customer Service, Marketing Strategy, Training, Sales & Business..., Investments, Team Building, Financial Services, Private Banking
Education
University of Wisconsin-Madison - School of Business 1996 — 1998
MBA, Marketing
University of California, Berkeley 1989 — 1993
BA, Political Science
Marsh September 2015 - Present
JPMorgan Chase Bank, N.A. April 2014 - September 2015
Farmers Insurance Group April 2003 - December 2013
Skills
Sales, Leadership, Marketing, Insurance, Property, Management, Selling, Business Development, Property & Casualty..., Account Management, Strategic Planning, Public Speaking, Risk Management, New Business Development, Customer Service, Marketing Strategy, Training, Sales & Business..., Investments, Team Building, Financial Services, Private Banking
Education
University of Wisconsin-Madison - School of Business 1996 — 1998
MBA, Marketing
University of California, Berkeley 1989 — 1993
BA, Political Science
Danny Muniz's JPMorgan Chase Bank, N.A. Experience May 2011 - Present
Job Relationship Banker/Small Business Specialist/Manager on Duty at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. May 2011 - Present
Education
The University of Texas at Austin 2007 — 2010
Bachelor's Degree, Economics
JPMorgan Chase Bank, N.A. May 2011 - Present
Education
The University of Texas at Austin 2007 — 2010
Bachelor's Degree, Economics
Robert M. Rios, Jr. Robert M. Rios, Jr.'s JPMorgan Chase Bank, N.A. Experience February 2011 - June 2015
Job Corporate Real Estate Manager
Industry Real Estate
Experience
JPMorgan Chase Bank, N.A. February 2011 - June 2015
JPMorgan Chase Bank, N.A. February 2008 - February 2011
MortgageIT-Deutsche Bank February 2005 - February 2008
JPMorgan Chase Bank, N.A. April 2002 - February 2005
Chase Manhattan Mortgage Corporation February 1993 - April 2002
Skills
Strategic Planning, Management, Refinance, Real Estate Transactions, Mortgage Lending, Corporate Real Estate, Loan Origination, Negotiation, Corporate Services, Mortgage Banking, Contract Negotiation, Credit, Loans, FHA, Project Management, Vendor Management, Budgets, Real Estate
Education
San Diego State University-California State University 1987 — 1991
BS, Mechanical Engineering
JPMorgan Chase Bank, N.A. February 2011 - June 2015
JPMorgan Chase Bank, N.A. February 2008 - February 2011
MortgageIT-Deutsche Bank February 2005 - February 2008
JPMorgan Chase Bank, N.A. April 2002 - February 2005
Chase Manhattan Mortgage Corporation February 1993 - April 2002
Skills
Strategic Planning, Management, Refinance, Real Estate Transactions, Mortgage Lending, Corporate Real Estate, Loan Origination, Negotiation, Corporate Services, Mortgage Banking, Contract Negotiation, Credit, Loans, FHA, Project Management, Vendor Management, Budgets, Real Estate
Education
San Diego State University-California State University 1987 — 1991
BS, Mechanical Engineering
Tina Tuccelli Tina Tuccelli's JPMorgan Chase Bank, N.A. Experience January 2014 - June 2015
Job
Industry Law Practice
Experience
Elevate August 2015 - Present
JPMorgan Chase Bank, N.A. January 2014 - June 2015
Contract Attorney May 2013 - January 2014
Reed & Elmquist, P.C. August 2009 - May 2013
Helms & Greene, LLC May 2009 - August 2009
Contract Attorney November 2008 - May 2009
Hermes Sargent Bates April 2007 - October 2008
Ramsey Law Firm November 2003 - March 2007
Ascension Capital Group November 2003 - March 2007
Skills
Litigation, Bankruptcy, Commercial Litigation, Chapter 7, Chapter 11, Creditors' Rights, Appeals, Legal Research, Pleadings, Mediation, Trials, Document Review, Depositions, Legal Advice, Legal Writing, Litigation Management, Litigation Support, Courts, Motions
Education
Texas Tech University School of Law 2000 — 2003
Juris Doctorate, Law
University of Oklahoma - Price College of Business 1996 — 2000
BBA, Finance
Ursuline Academy of Dallas 1992 — 1996
College Prep
Elevate August 2015 - Present
JPMorgan Chase Bank, N.A. January 2014 - June 2015
Contract Attorney May 2013 - January 2014
Reed & Elmquist, P.C. August 2009 - May 2013
Helms & Greene, LLC May 2009 - August 2009
Contract Attorney November 2008 - May 2009
Hermes Sargent Bates April 2007 - October 2008
Ramsey Law Firm November 2003 - March 2007
Ascension Capital Group November 2003 - March 2007
Skills
Litigation, Bankruptcy, Commercial Litigation, Chapter 7, Chapter 11, Creditors' Rights, Appeals, Legal Research, Pleadings, Mediation, Trials, Document Review, Depositions, Legal Advice, Legal Writing, Litigation Management, Litigation Support, Courts, Motions
Education
Texas Tech University School of Law 2000 — 2003
Juris Doctorate, Law
University of Oklahoma - Price College of Business 1996 — 2000
BBA, Finance
Ursuline Academy of Dallas 1992 — 1996
College Prep
Nicholas Alafranji Nicholas Alafranji's JPMorgan Chase Bank, N.A. Experience November 2009 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. November 2009 - Present
Education
University of California, Davis 2001 — 2006
BA, Economics, Psychology
JPMorgan Chase Bank, N.A. November 2009 - Present
Education
University of California, Davis 2001 — 2006
BA, Economics, Psychology
Leigh Starr Phillips's JPMorgan Chase Bank, N.A. Experience August 2010 - September 2011
Job
Industry Venture Capital & Private Equity
Experience
Accu-Care, Inc. May 2013 - Present
University of San Diego School of Law August 2012 - April 2013
JPMorgan Chase Bank, N.A. August 2010 - September 2011
Accu-Care Medical, Inc. March 2009 - July 2010
Silicon Valley Bank August 2008 - February 2009
Square 1 Bank August 2006 - July 2008
Fox Networks Group June 2005 - September 2005
Mayer Homes June 2004 - September 2004
Skills
Credit, Portfolio Management, Corporate Finance, Due Diligence, Banking, Investments, Venture Capital, Private Equity, Mutual Funds, Business Development, Finance, Start-ups, Entrepreneurship, Financial Services, Strategy, Management
Education
Santa Clara University 2002 — 2006
B.S.C., Finance
University of San Diego School of Law 2012 — 2013
Doctor of Law (J.D.)
St. Joseph's Academy 1998 — 2002
-
Accu-Care, Inc. May 2013 - Present
University of San Diego School of Law August 2012 - April 2013
JPMorgan Chase Bank, N.A. August 2010 - September 2011
Accu-Care Medical, Inc. March 2009 - July 2010
Silicon Valley Bank August 2008 - February 2009
Square 1 Bank August 2006 - July 2008
Fox Networks Group June 2005 - September 2005
Mayer Homes June 2004 - September 2004
Skills
Credit, Portfolio Management, Corporate Finance, Due Diligence, Banking, Investments, Venture Capital, Private Equity, Mutual Funds, Business Development, Finance, Start-ups, Entrepreneurship, Financial Services, Strategy, Management
Education
Santa Clara University 2002 — 2006
B.S.C., Finance
University of San Diego School of Law 2012 — 2013
Doctor of Law (J.D.)
St. Joseph's Academy 1998 — 2002
-
Gray Masencup's JPMorgan Chase Bank, N.A. Experience July 2010 - Present
Job Commercial Banking at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. July 2010 - Present
Skills
Budgets, Cross Selling, Customer Service, Marketing, Microsoft Excel, Sales, Strategic Planning, Team Building, Financial Analysis, Contract Negotiation, Public Speaking, Sales Management
Education
University of Central Florida
Bachelor of Science (BS), Accounting
JPMorgan Chase Bank, N.A. July 2010 - Present
Skills
Budgets, Cross Selling, Customer Service, Marketing, Microsoft Excel, Sales, Strategic Planning, Team Building, Financial Analysis, Contract Negotiation, Public Speaking, Sales Management
Education
University of Central Florida
Bachelor of Science (BS), Accounting
Alisa Scott Villyard Alisa Scott Villyard's JPMorgan Chase Bank, N.A. Experience September 2012 - July 2013
Job at Happy State Bank
Industry Banking
Experience
Happy State Bank August 2013 - Present
JPMorgan Chase Bank, N.A September 2012 - July 2013
JPMorgan Chase Bank, N.A. April 2005 - September 2012
JPMorgan Chase Bank, N.A. December 2003 - April 2005
Skills
Fiduciary Services, Compliance, Legal, Trust Management, Estate Planning, Trusts, Wealth Management, Trust Services, CTFA, Regulations, Regulatory Requirements, Regulatory Examinations, Compliance Oversight, Financial Advisory, Asset Allocation, Financial Services, Wealth Management..., Risk Management, Management, Banking, Asset Management, Customer Service, Finance, Securities
Education
Syracuse University College of Law 2000 — 2003
Doctor of Law (J.D.), Estate Planning and Taxation
University of Denver 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Happy State Bank August 2013 - Present
JPMorgan Chase Bank, N.A September 2012 - July 2013
JPMorgan Chase Bank, N.A. April 2005 - September 2012
JPMorgan Chase Bank, N.A. December 2003 - April 2005
Skills
Fiduciary Services, Compliance, Legal, Trust Management, Estate Planning, Trusts, Wealth Management, Trust Services, CTFA, Regulations, Regulatory Requirements, Regulatory Examinations, Compliance Oversight, Financial Advisory, Asset Allocation, Financial Services, Wealth Management..., Risk Management, Management, Banking, Asset Management, Customer Service, Finance, Securities
Education
Syracuse University College of Law 2000 — 2003
Doctor of Law (J.D.), Estate Planning and Taxation
University of Denver 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Corey Montiho Corey Montiho's JPMorgan Chase Bank, N.A. Experience December 2011 - January 2014
Job Attorney, Regional Litigation Manager
Industry Law Practice
Experience
Kohner, Mann & Kailas February 2014 - Present
JPMorgan Chase Bank, N.A. December 2011 - January 2014
Montiho Law Office, L.L.C July 2009 - December 2011
McLario, Helm & Bertling, S.C. June 2005 - July 2009
The White House January 1998 - January 2002
Skills
Negotiation, Litigation, Civil Litigation, Legal Research, Public Speaking, Family Law, PowerPoint, Westlaw, Criminal Law, Trials, Legal Writing, Research, Mediation, Courts, Bankruptcy, Arbitration, Commercial Litigation, Trusts
Education
University of Wisconsin Law School 2000 — 2003
Juris Doctor, Law
The Citadel 1996 — 2000
BA, Political Science/Legal Studies
Waukesha North 1992 — 1995
High School
Kohner, Mann & Kailas February 2014 - Present
JPMorgan Chase Bank, N.A. December 2011 - January 2014
Montiho Law Office, L.L.C July 2009 - December 2011
McLario, Helm & Bertling, S.C. June 2005 - July 2009
The White House January 1998 - January 2002
Skills
Negotiation, Litigation, Civil Litigation, Legal Research, Public Speaking, Family Law, PowerPoint, Westlaw, Criminal Law, Trials, Legal Writing, Research, Mediation, Courts, Bankruptcy, Arbitration, Commercial Litigation, Trusts
Education
University of Wisconsin Law School 2000 — 2003
Juris Doctor, Law
The Citadel 1996 — 2000
BA, Political Science/Legal Studies
Waukesha North 1992 — 1995
High School
Jacqueline Kwan Jacqueline Kwan's JPMorgan Chase Bank, N.A. Experience August 2012 - February 2015
Job VP Financial Advisor Associate at JPMorgan Securities LLC
Industry Investment Banking
Experience
JPMorgan Securities LLC March 2015 - Present
JPMorgan Chase Bank, N.A. August 2012 - February 2015
Bank of America February 2011 - August 2012
Bank of America August 2008 - February 2011
Skills
Retail Banking, Credit, Finance, Customer Service, Investments, Banking, Consumer Lending, Graphic Design, Sales, Financial Services, Cross Selling, Loans, Small Business Lending, Branch Banking, Commercial Banking, Commercial Lending, Portfolio Management, Risk Management, Financial Analysis, Mutual Funds
Education
San Jose State University 2006 — 2009
B.A, Child and Adolescent Development
San Jose State University 2006 — 2009
B.A, Art; Design Studies
JPMorgan Securities LLC March 2015 - Present
JPMorgan Chase Bank, N.A. August 2012 - February 2015
Bank of America February 2011 - August 2012
Bank of America August 2008 - February 2011
Skills
Retail Banking, Credit, Finance, Customer Service, Investments, Banking, Consumer Lending, Graphic Design, Sales, Financial Services, Cross Selling, Loans, Small Business Lending, Branch Banking, Commercial Banking, Commercial Lending, Portfolio Management, Risk Management, Financial Analysis, Mutual Funds
Education
San Jose State University 2006 — 2009
B.A, Child and Adolescent Development
San Jose State University 2006 — 2009
B.A, Art; Design Studies
Jennifer Yuen's JPMorgan Chase Bank, N.A. Experience November 2012 - Present
Job Private Client Investment Associate
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. November 2012 - Present
Education
University of California, Santa Barbara 2002 — 2005
Bachelor of Business Economics, Accounting Emphasis
JPMorgan Chase Bank, N.A. November 2012 - Present
Education
University of California, Santa Barbara 2002 — 2005
Bachelor of Business Economics, Accounting Emphasis
David Horan David Horan's JPMorgan Chase Bank, N.A. Experience 1987 - Present
Job Regional Executive for Commercial Banking in Western & Eastern Upstate New York / Western New England
Industry Banking
Experience
JPMorgan Chase Bank, N.A. 1987 - Present
Education
State University of New York at Albany
JPMorgan Chase Bank, N.A. 1987 - Present
Education
State University of New York at Albany
Cinthya Ruiz's JPMorgan Chase Bank, N.A. Experience April 2010 - Present
Job Business Consultant at First Data Corporation / Palm BeachBrowardMiami Dade
Industry Financial Services
Experience
First Data Corporation 2014 - Present
JPMorgan Chase Bank, N.A. April 2010 - Present
Skills
Microsoft Office, Banking, Finance, Sales, Customer Service, Management, Retail Banking, Loans, Leadership, Financial Services, Team Building, Cash Management, Financial Analysis, Sales Management, Relationship Management, Strategic Planning
Education
Universidad de San Martín de Porres
Accounting & Finances
University of South Alabama
First Data Corporation 2014 - Present
JPMorgan Chase Bank, N.A. April 2010 - Present
Skills
Microsoft Office, Banking, Finance, Sales, Customer Service, Management, Retail Banking, Loans, Leadership, Financial Services, Team Building, Cash Management, Financial Analysis, Sales Management, Relationship Management, Strategic Planning
Education
Universidad de San Martín de Porres
Accounting & Finances
University of South Alabama
Marc Spezzano Marc Spezzano's JPMorgan Chase Bank, N.A. Experience 2011 - Present
Job Counsel | Litigation | Investigation | Compliance | Regulatory | Management | Employment | Contracts | Consumer Lending
Industry Banking
Experience
JPMORGAN CHASE BANK, N.A. 2011 - Present
McKenry Dancigers Dawson & Lake, P.C. 2010 - 2011
Woods Oviatt Gilman LLP 2006 - 2009
Damon Morey 2002 - 2006
U.S. District Court, Western District of NY 2000 - 2000
City of Newport News 1993 - 1999
Skills
Litigation, Commercial Litigation, Legal Research, Civil Litigation, Employment Law, Contract Negotiation, Real Estate, Criminal Law, Intellectual Property, Securities, Courts, Corporate Governance, Legal Writing, Licensing, Arbitration, Class Actions, Insurance, Torts, Internal Investigations, Employment Litigation, Mediation, Appeals, Negotiation, Compliance, Risk Management, Banking, Negotiating Contracts, Real Estate Transactions, Personal Injury, Personal Injury..., Incident Investigation, Legal Compliance, Corporate Law, Employment Contracts, Employment..., Trade Secrets, Privacy Law, Legal Assistance, Bankruptcy, Westlaw, Litigation Support, Joint Ventures, Legal Advice, Mergers & Acquisitions, Litigation Management, Estate Planning, Due Diligence, Dispute Resolution, Trials, Securities Regulation
Education
State University of New York at Buffalo - Law School
Doctor of Law (JD), Law
Siena College
Bachelor of Science (BS), Business
JPMORGAN CHASE BANK, N.A. 2011 - Present
McKenry Dancigers Dawson & Lake, P.C. 2010 - 2011
Woods Oviatt Gilman LLP 2006 - 2009
Damon Morey 2002 - 2006
U.S. District Court, Western District of NY 2000 - 2000
City of Newport News 1993 - 1999
Skills
Litigation, Commercial Litigation, Legal Research, Civil Litigation, Employment Law, Contract Negotiation, Real Estate, Criminal Law, Intellectual Property, Securities, Courts, Corporate Governance, Legal Writing, Licensing, Arbitration, Class Actions, Insurance, Torts, Internal Investigations, Employment Litigation, Mediation, Appeals, Negotiation, Compliance, Risk Management, Banking, Negotiating Contracts, Real Estate Transactions, Personal Injury, Personal Injury..., Incident Investigation, Legal Compliance, Corporate Law, Employment Contracts, Employment..., Trade Secrets, Privacy Law, Legal Assistance, Bankruptcy, Westlaw, Litigation Support, Joint Ventures, Legal Advice, Mergers & Acquisitions, Litigation Management, Estate Planning, Due Diligence, Dispute Resolution, Trials, Securities Regulation
Education
State University of New York at Buffalo - Law School
Doctor of Law (JD), Law
Siena College
Bachelor of Science (BS), Business
Joseph Suh's JPMorgan Chase Bank, N.A. Experience April 2014 - Present
Job
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. April 2014 - Present
Cyrus JM Inc. April 2013 - April 2014
Olympia Capital Markets Group September 2012 - February 2013
John Thomas Financial January 2012 - September 2012
USA for UNHCR July 2011 - November 2011
Education
SUNY at Buffalo
B.A., Mental Health
JPMorgan Chase Bank, N.A. April 2014 - Present
Cyrus JM Inc. April 2013 - April 2014
Olympia Capital Markets Group September 2012 - February 2013
John Thomas Financial January 2012 - September 2012
USA for UNHCR July 2011 - November 2011
Education
SUNY at Buffalo
B.A., Mental Health
Harry Zwick's JPMorgan Chase Bank, N.A. Experience May 2014 - Present
Job Private Client Banker
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. May 2014 - Present
JPMorgan Chase Bank, N.A. November 2013 - April 2014
JPMorgan Chase Bank, N.A. November 2011 - November 2013
Fogel Neale Partners LLC June 2010 - November 2011
Plazter, Swergold Law Services June 2009 - August 2009
Wesier LLP CPA's June 2008 - August 2008
Equilease Financial Services May 2007 - August 2007
Education
Skidmore College 2006 — 2010
Bachelor of Arts, Management and Business-Economics
Fieldston High School 2002 — 2006
UNSW Australia
JPMorgan Chase Bank, N.A. May 2014 - Present
JPMorgan Chase Bank, N.A. November 2013 - April 2014
JPMorgan Chase Bank, N.A. November 2011 - November 2013
Fogel Neale Partners LLC June 2010 - November 2011
Plazter, Swergold Law Services June 2009 - August 2009
Wesier LLP CPA's June 2008 - August 2008
Equilease Financial Services May 2007 - August 2007
Education
Skidmore College 2006 — 2010
Bachelor of Arts, Management and Business-Economics
Fieldston High School 2002 — 2006
UNSW Australia
Jasmin Sayyah Jasmin Sayyah's JPMorgan Chase Bank, N.A. Experience September 2011 - January 2015
Job Private Client Advisor Vice President of Investments at J.P. Morgan Chase Bank, N.A.
Industry Banking
Experience
J.P. Morgan Securities LLC February 2015 - Present
JPMorgan Chase Bank, N.A. September 2011 - January 2015
Goldline International, Inc April 2007 - September 2011
Westside Rentals April 2003 - October 2006
Education
University of California, Los Angeles 2005 — 2010
B.A.
J.P. Morgan Securities LLC February 2015 - Present
JPMorgan Chase Bank, N.A. September 2011 - January 2015
Goldline International, Inc April 2007 - September 2011
Westside Rentals April 2003 - October 2006
Education
University of California, Los Angeles 2005 — 2010
B.A.
Andrew Cerone Andrew Cerone's JPMorgan Chase Bank, N.A. Experience February 2015 - Present
Job Relationship Manager at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. February 2015 - Present
JPMorgan Chase Bank, N.A. March 2013 - February 2015
JPMorgan Chase Bank, N.A. December 2011 - March 2013
Investors Capital 2010 - December 2011
Bear Stearns May 2008 - July 2008
Education
State University of New York College at Plattsburgh 2006 — 2010
Bachelor's Degree, Biochemistry, 3.6
Universidad de Guadalajara 2009 — 2010
Exchange student, International Marketing
JPMorgan Chase Bank, N.A. February 2015 - Present
JPMorgan Chase Bank, N.A. March 2013 - February 2015
JPMorgan Chase Bank, N.A. December 2011 - March 2013
Investors Capital 2010 - December 2011
Bear Stearns May 2008 - July 2008
Education
State University of New York College at Plattsburgh 2006 — 2010
Bachelor's Degree, Biochemistry, 3.6
Universidad de Guadalajara 2009 — 2010
Exchange student, International Marketing
Brian Maddox Brian Maddox's JPMorgan Chase Bank, N.A. Experience February 2011 - Present
Job Vice President & Assitant General Counsel JPMorgan Chase Bank, N.A.
Industry Law Practice
Experience
JPMorgan Chase Bank, N.A. February 2011 - Present
Lax & Neville, LLP May 2009 - January 2011
Venable LLP 2005 - 2009
Fulbright & Jaworski LLP May 2001 - September 2005
Skills
Torts, Hearings, Depositions, Securities, Claim, Dispute, Licensing, Due Diligence, Mergers, Contract Negotiation, Liability, Document Review, Corporate Finance, Public Policy, Hedge Funds, Criminal Law, Real Estate, Defense, Policy Analysis, Energy
Education
Vermont Law School 1998 — 2001
Juris Doctor, Law
United States Military Academy at West Point 1990 — 1994
Bachelor of Science (B.S.), Environmental Engineering
JPMorgan Chase Bank, N.A. February 2011 - Present
Lax & Neville, LLP May 2009 - January 2011
Venable LLP 2005 - 2009
Fulbright & Jaworski LLP May 2001 - September 2005
Skills
Torts, Hearings, Depositions, Securities, Claim, Dispute, Licensing, Due Diligence, Mergers, Contract Negotiation, Liability, Document Review, Corporate Finance, Public Policy, Hedge Funds, Criminal Law, Real Estate, Defense, Policy Analysis, Energy
Education
Vermont Law School 1998 — 2001
Juris Doctor, Law
United States Military Academy at West Point 1990 — 1994
Bachelor of Science (B.S.), Environmental Engineering
Monika Walerys Monika Walerys's JPMorgan Chase Bank, N.A. Experience July 2012 - Present
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. July 2012 - Present
Fifth Third Bank May 2010 - May 2012
Wachovia Bank, Wells Fargo Advisors March 2008 - May 2010
Wells Fargo Home Mortgage October 2007 - March 2008
Countrywide Home Loans October 2004 - October 2007
Pelican National Bank June 2003 - October 2004
Keystone Mortgage October 2003 - May 2004
Resort Management, Marco July 2002 - October 2003
Education
Xinnix Mortgage Academy 2006 — 2006
Xinnix Edge Certificate, Residential Lending
Ed Klopfer School of Real Estate 2003 — 2003
Mortgage Broker's License, Residential Lending
Southern Connecticut State University 1993 — 1996
Bachelor of Science, Mathematics, Business, Computer Science
JPMorgan Chase Bank, N.A. July 2012 - Present
Fifth Third Bank May 2010 - May 2012
Wachovia Bank, Wells Fargo Advisors March 2008 - May 2010
Wells Fargo Home Mortgage October 2007 - March 2008
Countrywide Home Loans October 2004 - October 2007
Pelican National Bank June 2003 - October 2004
Keystone Mortgage October 2003 - May 2004
Resort Management, Marco July 2002 - October 2003
Education
Xinnix Mortgage Academy 2006 — 2006
Xinnix Edge Certificate, Residential Lending
Ed Klopfer School of Real Estate 2003 — 2003
Mortgage Broker's License, Residential Lending
Southern Connecticut State University 1993 — 1996
Bachelor of Science, Mathematics, Business, Computer Science
Colin Igawa, CFP®, ChFC® Colin Igawa, CFP®, ChFC®'s JPMorgan Chase Bank, N.A. Experience September 2015 - Present
Job Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2015 - Present
J.P. Morgan Securities LLC July 2011 - September 2015
Chase Investment Services Corp. July 2011 - October 2012
MetLife Securities, Inc. October 2009 - July 2011
Wells Fargo Investments, LLC September 2008 - September 2009
Wells Fargo Bank September 2005 - September 2009
Wells Fargo Financial September 2004 - September 2005
Education
Seattle University 2000 — 2004
Bachelor of Arts Degree, Business Administration; Finance & Business Economics
JPMorgan Chase Bank, N.A. September 2015 - Present
J.P. Morgan Securities LLC July 2011 - September 2015
Chase Investment Services Corp. July 2011 - October 2012
MetLife Securities, Inc. October 2009 - July 2011
Wells Fargo Investments, LLC September 2008 - September 2009
Wells Fargo Bank September 2005 - September 2009
Wells Fargo Financial September 2004 - September 2005
Education
Seattle University 2000 — 2004
Bachelor of Arts Degree, Business Administration; Finance & Business Economics
Jordan R. Bain, ChFC Jordan R. Bain, ChFC's JPMorgan Chase Bank, N.A. Experience August 2014 - Present
Job VP Private Client Advisor
Industry Investment Management
Experience
JPMorgan Chase Bank, N.A. August 2014 - Present
AXA Advisors, LLC February 1992 - February 2012
Contract Resource, Inc. February 1986 - September 1989
Education
Trinity College-Hartford 1980 — 1984
BA, Theatre Arts
University of Illinois at Chicago 1989 — 1991
MBA, Finance, Marketing
American College 2001 — 2001
Chartered Financial Consultant, Financial Planning and Services
Woodberry Forest 1976 — 1980
College Prep
JPMorgan Chase Bank, N.A. August 2014 - Present
AXA Advisors, LLC February 1992 - February 2012
Contract Resource, Inc. February 1986 - September 1989
Education
Trinity College-Hartford 1980 — 1984
BA, Theatre Arts
University of Illinois at Chicago 1989 — 1991
MBA, Finance, Marketing
American College 2001 — 2001
Chartered Financial Consultant, Financial Planning and Services
Woodberry Forest 1976 — 1980
College Prep
Jackie Merrick's JPMorgan Chase Bank, N.A. Experience May 2007 - January 2009
Job Private Wealth Advisors Registered Representative, RJFS at Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank April 2015 - Present
Raymond James Financial Inc. October 2011 - April 2015
JPMorgan Private Wealth Management January 2009 - October 2011
JPMorgan Chase Bank, N.A. May 2007 - January 2009
Texas Global May 2006 - May 2007
Education
Texas A&M University - Mays Business School 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cedar Park High School
Texas Capital Bank April 2015 - Present
Raymond James Financial Inc. October 2011 - April 2015
JPMorgan Private Wealth Management January 2009 - October 2011
JPMorgan Chase Bank, N.A. May 2007 - January 2009
Texas Global May 2006 - May 2007
Education
Texas A&M University - Mays Business School 2003 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Cedar Park High School
Jimmy Yip's JPMorgan Chase Bank, N.A. Experience August 2012 - August 2014
Job AVP Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
JPMorgan Chase Bank, N.A. August 2012 - August 2014
Education
San Jose State University 2000 — 2005
Bank of America Merrill Lynch August 2014 - Present
JPMorgan Chase Bank, N.A. August 2012 - August 2014
Education
San Jose State University 2000 — 2005
Den Dhepyasuwan's JPMorgan Chase Bank, N.A. Experience March 2014 - Present
Job Private Client AdvisorVice President at CHASE PRIVATE CLIENT
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2014 - Present
JPMorgan Securities LLC December 2002 - March 2014
J.P. Morgan February 2012 - December 2012
Coldwell Banker September 2001 - June 2003
TD Waterhouse March 2000 - August 2001
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Risk Management, Wealth Management, Equities, Series 63, Alternative Investments, Capital Markets, Investment Management, Fixed Income, Bloomberg, Trading, Options, Derivatives, Series 24, Asset Managment, FINRA, Electronic Trading, Uniform Combined State..., Series 66
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance
University of Illinois at Chicago 1995 — 1998
Certificate, International Business
Southern Illinois University, Carbondale 1993 — 1995
JPMorgan Chase Bank, N.A. March 2014 - Present
JPMorgan Securities LLC December 2002 - March 2014
J.P. Morgan February 2012 - December 2012
Coldwell Banker September 2001 - June 2003
TD Waterhouse March 2000 - August 2001
Skills
Portfolio Management, Investments, Asset Allocation, Series 7, Risk Management, Wealth Management, Equities, Series 63, Alternative Investments, Capital Markets, Investment Management, Fixed Income, Bloomberg, Trading, Options, Derivatives, Series 24, Asset Managment, FINRA, Electronic Trading, Uniform Combined State..., Series 66
Education
University of Illinois at Chicago 1995 — 1998
Bachelor of Science, Finance
University of Illinois at Chicago 1995 — 1998
Certificate, International Business
Southern Illinois University, Carbondale 1993 — 1995
Oliver Chang's JPMorgan Chase Bank, N.A. Experience 2002 - 2007
Job Vice President, Product Controller at RBS
Industry Financial Services
Experience
RBS Markets & International Banking 2009 - Present
Deutsche Bank 2007 - 2009
JPMorgan Chase Bank, N.A. 2002 - 2007
Office of the Governor, State of Texas 2002 - 2002
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Arts, Economics
RBS Markets & International Banking 2009 - Present
Deutsche Bank 2007 - 2009
JPMorgan Chase Bank, N.A. 2002 - 2007
Office of the Governor, State of Texas 2002 - 2002
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Arts, Economics
Antonio Mojica's JPMorgan Chase Bank, N.A. Experience May 2001 - September 2010
Job Middle Market Banker
Industry Banking
Experience
Whitney Bank June 2014 - Present
IBERIABANK September 2010 - June 2014
JPMorgan Chase Bank, N.A. May 2001 - September 2010
Skills
Treasury Services, Commercial Lending, Loans, Corporate Trust, Consumer Lending, SBA 504, Board of Director..., Trustee, Six Sigma, Project Management, Middle Market, Banking, Loan Origination, Commercial Banking, Board of Directors
Education
Skidmore College 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Cardinal Hayes
Whitney Bank June 2014 - Present
IBERIABANK September 2010 - June 2014
JPMorgan Chase Bank, N.A. May 2001 - September 2010
Skills
Treasury Services, Commercial Lending, Loans, Corporate Trust, Consumer Lending, SBA 504, Board of Director..., Trustee, Six Sigma, Project Management, Middle Market, Banking, Loan Origination, Commercial Banking, Board of Directors
Education
Skidmore College 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Cardinal Hayes
Peggy Guel's JPMorgan Chase Bank, N.A. Experience 1994 - 1998
Job Senior Associate at The Bank of New York Mellon
Industry Banking
Experience
BNY Mellon May 2015 - Present
BNY Mellon April 2012 - Present
The Bank of New York Mellon February 2006 - June 2012
JPMorgan Chase January 2005 - February 2006
TD Securities July 1998 - October 2004
JPMorgan Chase Bank, N.A. 1994 - 1998
Skills
Investments, Loans, Trading, Capital Markets, Portfolio Management, Fixed Income
Education
Texas A&M University 1989 — 1990
Business
North Shore High School
BNY Mellon May 2015 - Present
BNY Mellon April 2012 - Present
The Bank of New York Mellon February 2006 - June 2012
JPMorgan Chase January 2005 - February 2006
TD Securities July 1998 - October 2004
JPMorgan Chase Bank, N.A. 1994 - 1998
Skills
Investments, Loans, Trading, Capital Markets, Portfolio Management, Fixed Income
Education
Texas A&M University 1989 — 1990
Business
North Shore High School
Justin Vance's JPMorgan Chase Bank, N.A. Experience August 2009 - July 2015
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Edge August 2015 - Present
JPMorgan Chase Bank, N.A. August 2009 - July 2015
Legent Clearing November 2003 - December 2007
Bidwell and Company 2001 - 2003
Janus Capital Group 1998 - 2001
Education
Stephen F. Austin State University 1994 — 1998
Liberal Arts, Criminal Justice/Law Enforcement Administration
Merrill Edge August 2015 - Present
JPMorgan Chase Bank, N.A. August 2009 - July 2015
Legent Clearing November 2003 - December 2007
Bidwell and Company 2001 - 2003
Janus Capital Group 1998 - 2001
Education
Stephen F. Austin State University 1994 — 1998
Liberal Arts, Criminal Justice/Law Enforcement Administration
Forest Busby's JPMorgan Chase Bank, N.A. Experience September 2010 - Present
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. September 2010 - Present
The Woodlands Rotary Club October 2006 - December 2010
Edward Jones February 2006 - August 2010
Dow Chemical 1991 - 2005
Education
University of Delaware 1985 — 1990
Ph.D., Chemical Engineering
University of Houston 1978 — 1985
B.S., Chemical Engineering
JPMorgan Chase Bank, N.A. September 2010 - Present
The Woodlands Rotary Club October 2006 - December 2010
Edward Jones February 2006 - August 2010
Dow Chemical 1991 - 2005
Education
University of Delaware 1985 — 1990
Ph.D., Chemical Engineering
University of Houston 1978 — 1985
B.S., Chemical Engineering
Candace Grayson's JPMorgan Chase Bank, N.A. Experience June 2003 - December 2012
Job
Industry Computer Software
Experience
Misys January 2015 - Present
Misys June 2013 - January 2015
JPMorgan Chase Bank, N.A. June 2003 - December 2012
BNP Paribas Houston Agency September 1993 - January 2003
Skills
Investment Banking, Loan Origination, Loan Servicing, Treasury Management, Customer Service, Syndications, Capital Markets, Credit Risk, Credit Analysis, Banking, Loans, Derivatives, Credit, Fixed Income, Microsoft Excel, Business Analysis, Financial Analysis, Project Management, Finance
Education
University of St. Thomas (TX)
San Jacinto College
Misys January 2015 - Present
Misys June 2013 - January 2015
JPMorgan Chase Bank, N.A. June 2003 - December 2012
BNP Paribas Houston Agency September 1993 - January 2003
Skills
Investment Banking, Loan Origination, Loan Servicing, Treasury Management, Customer Service, Syndications, Capital Markets, Credit Risk, Credit Analysis, Banking, Loans, Derivatives, Credit, Fixed Income, Microsoft Excel, Business Analysis, Financial Analysis, Project Management, Finance
Education
University of St. Thomas (TX)
San Jacinto College
John Thibodeau's JPMorgan Chase Bank, N.A. Experience Fiduciary SpecialistJPMorgan Chase2005 - Present
Job Vice President at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. Fiduciary SpecialistJPMorgan Chase2005 - Present
Education
Texas Christian University - M.J. Neeley School of Business
JPMorgan Chase Bank, N.A. Fiduciary SpecialistJPMorgan Chase2005 - Present
Education
Texas Christian University - M.J. Neeley School of Business
Mike Meave's JPMorgan Chase Bank, N.A. Experience September 2008 - Present
Job Personal Banker JP Morgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. September 2008 - Present
First Bank Farmersville January 2005 - April 2008
Washington Mutual 2001 - 2005
Education
Texas State University
JPMorgan Chase Bank, N.A. September 2008 - Present
First Bank Farmersville January 2005 - April 2008
Washington Mutual 2001 - 2005
Education
Texas State University
Peggy Rancilio's JPMorgan Chase Bank, N.A. Experience December 2010 - Present
Job Vice President Sr. Trust Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust March 2015 - Present
JPMorgan Chase Bank, N.A. December 2010 - Present
JPMorgan Chase Bank, N.A. February 2014 - March 2015
Miller, Canfield, Paddock and Stone, PLC June 2006 - October 2009
Skills
Estate Planning, Trusts, High Net Worth...
Education
University of Detroit Mercy School of Law 1997 — 2000
Juris Doctorate, Law, 4th in Graduating Class
U.S. Trust March 2015 - Present
JPMorgan Chase Bank, N.A. December 2010 - Present
JPMorgan Chase Bank, N.A. February 2014 - March 2015
Miller, Canfield, Paddock and Stone, PLC June 2006 - October 2009
Skills
Estate Planning, Trusts, High Net Worth...
Education
University of Detroit Mercy School of Law 1997 — 2000
Juris Doctorate, Law, 4th in Graduating Class
Jordan Matola's JPMorgan Chase Bank, N.A. Experience October 2007 - Present
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2007 - Present
Education
The University of Findlay 2000 — 2004
JPMorgan Chase Bank, N.A. October 2007 - Present
Education
The University of Findlay 2000 — 2004
Francisco Ferrer's JPMorgan Chase Bank, N.A. Experience July 2008 - June 2014
Job Business Advisor at LabClouds Inc
Industry Venture Capital & Private Equity
Experience
LabClouds Inc March 2015 - Present
Xavier Philip LLC January 2015 - Present
I&H Solomon LP July 2014 - December 2014
JPMorgan Chase Bank, N.A. July 2008 - June 2014
Chimera Securities 2007 - 2008
Chimera Securities 2006 - 2007
Allen Partners March 2004 - December 2004
Verizon December 2003 - January 2004
Skills
Hedge Funds, Equities, Bloomberg, Fixed Income, Investments, Securities, Alternative Investments, Trading, Asset Management, Sales, Derivatives, Venture Capital, Private Equity, Series 63, Equity Trading, Microsoft Excel, Risk Management, Options, Equity Research, Research, Financial Modeling, Valuation, Management, Strategy
Education
Union College 2001 — 2006
Bachelor's Degree, Political Science
Fordham Preparatory School 1997 — 2001
Investment Banking Institute
Professional Training, Financial Modeling and Valuation
LabClouds Inc March 2015 - Present
Xavier Philip LLC January 2015 - Present
I&H Solomon LP July 2014 - December 2014
JPMorgan Chase Bank, N.A. July 2008 - June 2014
Chimera Securities 2007 - 2008
Chimera Securities 2006 - 2007
Allen Partners March 2004 - December 2004
Verizon December 2003 - January 2004
Skills
Hedge Funds, Equities, Bloomberg, Fixed Income, Investments, Securities, Alternative Investments, Trading, Asset Management, Sales, Derivatives, Venture Capital, Private Equity, Series 63, Equity Trading, Microsoft Excel, Risk Management, Options, Equity Research, Research, Financial Modeling, Valuation, Management, Strategy
Education
Union College 2001 — 2006
Bachelor's Degree, Political Science
Fordham Preparatory School 1997 — 2001
Investment Banking Institute
Professional Training, Financial Modeling and Valuation
Ben Lavian's JPMorgan Chase Bank, N.A. Experience May 2009 - Present
Job Vice President Private Client Advisor
Industry Investment Management
Experience
JPMorgan Chase Bank, N.A. May 2009 - Present
Education
University of Connecticut 1998 — 2002
JPMorgan Chase Bank, N.A. May 2009 - Present
Education
University of Connecticut 1998 — 2002
Marc Micali's JPMorgan Chase Bank, N.A. Experience October 2012 - Present
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services December 2010 - October 2012
Allstate Financial August 2004 - December 2010
Merrill Lynch 1999 - 2000
Education
Stockton University 1992 — 1994
Bachelor of Arts, Business
West Virginia University 1990 — 1992
JPMorgan Chase Bank, N.A. October 2012 - Present
Chase Investment Services December 2010 - October 2012
Allstate Financial August 2004 - December 2010
Merrill Lynch 1999 - 2000
Education
Stockton University 1992 — 1994
Bachelor of Arts, Business
West Virginia University 1990 — 1992
Brad Denson's JPMorgan Chase Bank, N.A. Experience 2000 - 2003
Job Attorney at Nelson Mullins
Industry Law Practice
Experience
Nelson Mullins Closing CoordinatorJP Morgan Mortgage Capital2000 - 2003
JP Morgan Real Estate 2000 - 2003
JPMorgan Chase Bank, N.A. 2000 - 2003
Education
University of Florida 1986 — 1990
Nelson Mullins Closing CoordinatorJP Morgan Mortgage Capital2000 - 2003
JP Morgan Real Estate 2000 - 2003
JPMorgan Chase Bank, N.A. 2000 - 2003
Education
University of Florida 1986 — 1990
Linda Boleware's JPMorgan Chase Bank, N.A. Experience 1998 - 2005
Job Applications Engineer at KBR
Industry Construction
Experience
KBR November 2007 - Present
JPMorgan Chase 1998 - 2007
JPMorgan Chase Bank, N.A. 1998 - 2005
Skills
Software Documentation, Active Directory, Program Management, Team Building, Vendor Management, Project Management, SharePoint, Business Analysis, Disaster Recovery, Process Improvement, Coaching, Windows Server, Risk Management, Microsoft Office, Information Technology
Education
Massey Business College
San Jacinto College
KBR November 2007 - Present
JPMorgan Chase 1998 - 2007
JPMorgan Chase Bank, N.A. 1998 - 2005
Skills
Software Documentation, Active Directory, Program Management, Team Building, Vendor Management, Project Management, SharePoint, Business Analysis, Disaster Recovery, Process Improvement, Coaching, Windows Server, Risk Management, Microsoft Office, Information Technology
Education
Massey Business College
San Jacinto College
Michael Starrick's JPMorgan Chase Bank, N.A. Experience October 2009 - August 2015
Job Treasury Services Senior Advisor at Bank of America
Industry Banking
Experience
Bank of America August 2015 - Present
JPMorgan Chase Bank, N.A. October 2009 - August 2015
Best Buy October 2005 - October 2009
CareerBuilder.com July 2007 - April 2008
CareerBuilder LLC June 2007 - April 2008
Skills
Banking, Consulting, Customer Satisfaction, Finance, Leadership, Management, Microsoft Office, Sales, Sales Operations
Education
Triton College
Associate of Arts (A.A.)
Triton-College
Associates Degree, Arts
Bank of America August 2015 - Present
JPMorgan Chase Bank, N.A. October 2009 - August 2015
Best Buy October 2005 - October 2009
CareerBuilder.com July 2007 - April 2008
CareerBuilder LLC June 2007 - April 2008
Skills
Banking, Consulting, Customer Satisfaction, Finance, Leadership, Management, Microsoft Office, Sales, Sales Operations
Education
Triton College
Associate of Arts (A.A.)
Triton-College
Associates Degree, Arts
David Saling's JPMorgan Chase Bank, N.A. Experience June 2005 - Present
Job Executive Director/Senior Commercial Bankerat JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. June 2005 - Present
JPMorgan Chase Bank, N.A. May 2005 - Present
JPMorgan Chase 2005 - 2009
Capstone Real Estate Services 1985 - 2009
Campbell-Hogue & Associates 1998 - 2005
Campbell-Hogue & Associates 1995 - 2005
Captstone Real Estate Services, Inc. 1985 - 1995
Skills
Asset Managment, Real Estate Economics, Due Diligence, Commercial Banking, Asset Management, Credit Analysis, Portfolio Management, Real Estate Development, Loans, Credit, Securities, Real Estate, Investments, Commercial Lending, Underwriting, Mortgage Lending
Education
St. Edwards university 1977 — 1981
Bachelor of Business Administration (BBA)M, MBA. course work
The University of Texas at Austin 1977 — 1981
JPMorgan Chase Bank, N.A. June 2005 - Present
JPMorgan Chase Bank, N.A. May 2005 - Present
JPMorgan Chase 2005 - 2009
Capstone Real Estate Services 1985 - 2009
Campbell-Hogue & Associates 1998 - 2005
Campbell-Hogue & Associates 1995 - 2005
Captstone Real Estate Services, Inc. 1985 - 1995
Skills
Asset Managment, Real Estate Economics, Due Diligence, Commercial Banking, Asset Management, Credit Analysis, Portfolio Management, Real Estate Development, Loans, Credit, Securities, Real Estate, Investments, Commercial Lending, Underwriting, Mortgage Lending
Education
St. Edwards university 1977 — 1981
Bachelor of Business Administration (BBA)M, MBA. course work
The University of Texas at Austin 1977 — 1981
Pei-Tsen Tao's JPMorgan Chase Bank, N.A. Experience September 2004 - March 2005
Job Financial Services
Industry Banking
Experience
Barclays April 2013 - Present
Merrill Lynch April 2011 - November 2011
HSBC Bank USA October 2010 - February 2011
HSBC Bank USA November 2008 - June 2009
Mizuho Corporate Bank July 2006 - June 2008
Goldman, Sachs & Co. April 2005 - July 2006
JPMorgan Chase Bank, N.A. September 2004 - March 2005
Goldman, Sachs & Co July 2003 - September 2004
Cushman & Wakefield May 1998 - March 2000
Dai-ichi Life International October 1995 - December 1997
Skills
Word, Excel, Multilingual, Mandarin, Japanese, Financial Services, ISDA, Microsoft Excel, Derivatives
Education
Stony Brook University 1990 — 1994
BA, Linguistics
Tsukuba University 1993 — 1994
Barclays April 2013 - Present
Merrill Lynch April 2011 - November 2011
HSBC Bank USA October 2010 - February 2011
HSBC Bank USA November 2008 - June 2009
Mizuho Corporate Bank July 2006 - June 2008
Goldman, Sachs & Co. April 2005 - July 2006
JPMorgan Chase Bank, N.A. September 2004 - March 2005
Goldman, Sachs & Co July 2003 - September 2004
Cushman & Wakefield May 1998 - March 2000
Dai-ichi Life International October 1995 - December 1997
Skills
Word, Excel, Multilingual, Mandarin, Japanese, Financial Services, ISDA, Microsoft Excel, Derivatives
Education
Stony Brook University 1990 — 1994
BA, Linguistics
Tsukuba University 1993 — 1994
Daglas Panchal's JPMorgan Chase Bank, N.A. Experience October 2005 - August 2010
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan September 2010 - January 2012
JPMORGAN CHASE BANK, N.A. October 2005 - August 2010
JPMORGAN CHASE & CO. September 2002 - July 2004
Education
Temple University - Fox School of Business and Management 1997 — 2002
Bachelor Business Adminstration, Finance and Economics
JPMorgan September 2010 - January 2012
JPMORGAN CHASE BANK, N.A. October 2005 - August 2010
JPMORGAN CHASE & CO. September 2002 - July 2004
Education
Temple University - Fox School of Business and Management 1997 — 2002
Bachelor Business Adminstration, Finance and Economics
Damon Bordenave's JPMorgan Chase Bank, N.A. Experience May 2011 - Present
Job JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. May 2011 - Present
Wells Fargo March 2011 - May 2011
Education
San Jose State University 2008 — 2010
BS, Business Administration/Finance
JPMorgan Chase Bank, N.A. May 2011 - Present
Wells Fargo March 2011 - May 2011
Education
San Jose State University 2008 — 2010
BS, Business Administration/Finance
Caesar Cruz's JPMorgan Chase Bank, N.A. Experience October 2004 - Present
Job Assistant Branch Manager for Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2004 - Present
JPMorgan Chase January 2002 - September 2004
Education
Texas State University-San Marcos 1995 — 1997
Bachelor of Science in Criminal Justice, Law Enforcement
JPMorgan Chase Bank, N.A. October 2004 - Present
JPMorgan Chase January 2002 - September 2004
Education
Texas State University-San Marcos 1995 — 1997
Bachelor of Science in Criminal Justice, Law Enforcement
Ashley Harkness's JPMorgan Chase Bank, N.A. Experience 2003 - 2008
Job KeyBank Real Estate Capital, VP: 214.414.2585
Industry Real Estate
Experience
KeyBank Real Estate Capital February 2011 - Present
JPMorgan Chase Bank, N.A. 2003 - 2008
GE Capital Real Estate May 1997 - June 2003
Skills
Mortgage, CMBS, Loans, Retail, Real Estate Finance, Healthcare, Self Storage, Office, Valuation, Mortgage Lending, Loan Origination, Real Estate Economics, Mortgage Banking, Due Diligence, Real Estate, Finance, Asset Management, Disposition, Commercial Mortgages, Commercial Real Estate, Real Estate Development, Credit Analysis
Education
The University of Texas at Dallas 1992 — 1996
MBA, Finance
The University of Texas at Austin 1981 — 1986
BBA, Real Estate, Finance
KeyBank Real Estate Capital February 2011 - Present
JPMorgan Chase Bank, N.A. 2003 - 2008
GE Capital Real Estate May 1997 - June 2003
Skills
Mortgage, CMBS, Loans, Retail, Real Estate Finance, Healthcare, Self Storage, Office, Valuation, Mortgage Lending, Loan Origination, Real Estate Economics, Mortgage Banking, Due Diligence, Real Estate, Finance, Asset Management, Disposition, Commercial Mortgages, Commercial Real Estate, Real Estate Development, Credit Analysis
Education
The University of Texas at Dallas 1992 — 1996
MBA, Finance
The University of Texas at Austin 1981 — 1986
BBA, Real Estate, Finance
Thomas (Tom) Burgdorf's JPMorgan Chase Bank, N.A. Experience 1996 - 2008
Job Commercial Banker & Cash Management
Industry Banking
Experience
People's United Bank September 2008 - Present
JPMORGAN CHASE BANK, N.A. 1996 - 2008
JPMORGAN CHASE BANK, N.A. 1994 - 1996
CONSOLIDATED ASSET RECOVERY CORPORATION 1991 - 1994
CITYTRUST 1990 - 1991
WESTPORT BANK & TRUST 1986 - 1990
THE BANK OF NEW YORK MELLON 1982 - 1986
Skills
Commercial Lending, Credit Analysis, Loans, Cash Management, Workout, New Business Development, Banking, Credit Risk, Portfolio Management, Commercial Banking, Underwriting, Customer Relations, Cross Selling, Treasury Management, Business Development, Credit, Treasury Services, Small Business Lending, Lines Of Credit, Asset Based Lending, Relationship Management, Loan Origination
Education
University at Albany, SUNY 1977 — 1981
B.S.
People's United Bank September 2008 - Present
JPMORGAN CHASE BANK, N.A. 1996 - 2008
JPMORGAN CHASE BANK, N.A. 1994 - 1996
CONSOLIDATED ASSET RECOVERY CORPORATION 1991 - 1994
CITYTRUST 1990 - 1991
WESTPORT BANK & TRUST 1986 - 1990
THE BANK OF NEW YORK MELLON 1982 - 1986
Skills
Commercial Lending, Credit Analysis, Loans, Cash Management, Workout, New Business Development, Banking, Credit Risk, Portfolio Management, Commercial Banking, Underwriting, Customer Relations, Cross Selling, Treasury Management, Business Development, Credit, Treasury Services, Small Business Lending, Lines Of Credit, Asset Based Lending, Relationship Management, Loan Origination
Education
University at Albany, SUNY 1977 — 1981
B.S.
Dan Capote's JPMorgan Chase Bank, N.A. Experience November 2010 - Present
Job
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. November 2010 - Present
Allstate Financial January 2009 - November 2010
United Residential Lending, LLC January 2007 - June 2008
Argent Mortgage May 2005 - January 2007
Liberty Home Loan Corporation April 2002 - May 2005
Education
University of Florida - Warrington College of Business Administration 1992 — 1996
BSBA, Economics
JPMorgan Chase Bank, N.A. November 2010 - Present
Allstate Financial January 2009 - November 2010
United Residential Lending, LLC January 2007 - June 2008
Argent Mortgage May 2005 - January 2007
Liberty Home Loan Corporation April 2002 - May 2005
Education
University of Florida - Warrington College of Business Administration 1992 — 1996
BSBA, Economics
Sherri Gerner's JPMorgan Chase Bank, N.A. Experience July 2011 - Present
Job Vice President, Commercial Banking at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. July 2011 - Present
JP Morgan 1994 - 2008
Education
The University of Chicago Booth School of Business 2000 — 2002
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
B.S., Finance
JPMorgan Chase Bank, N.A. July 2011 - Present
JP Morgan 1994 - 2008
Education
The University of Chicago Booth School of Business 2000 — 2002
University of Illinois at Urbana-Champaign - College of Business 1990 — 1994
B.S., Finance
Alan Rosenberg's JPMorgan Chase Bank, N.A. Experience August 2007 - Present
Job Private Client Banker and Small Business Specialist, JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. August 2007 - Present
North Bellmore Fire Department 2006 - Present
News Broadcast Network 2005 - 2006
Media Distribution Services 1988 - 2004
Skills
Sales, Public Relations, Risk Management, Banking, Customer Service, New Business Development, Account Management, Cross Selling, Executive Management, Finance, Credit Cards, Customer Relations, EMT-B, Business Development, Leadership, Mutual Funds, Press Releases, Sales Management, Start-ups, Strategic Financial..., Strategic Planning, Team Building, Training, Social Media, Marketing, Marketing Strategy
Education
State University of New York at Albany 1981 — 1985
BA, Psychology, 3.64
High School
JPMorgan Chase Bank, N.A. August 2007 - Present
North Bellmore Fire Department 2006 - Present
News Broadcast Network 2005 - 2006
Media Distribution Services 1988 - 2004
Skills
Sales, Public Relations, Risk Management, Banking, Customer Service, New Business Development, Account Management, Cross Selling, Executive Management, Finance, Credit Cards, Customer Relations, EMT-B, Business Development, Leadership, Mutual Funds, Press Releases, Sales Management, Start-ups, Strategic Financial..., Strategic Planning, Team Building, Training, Social Media, Marketing, Marketing Strategy
Education
State University of New York at Albany 1981 — 1985
BA, Psychology, 3.64
High School
Elaine McAnelly's JPMorgan Chase Bank, N.A. Experience April 1990 - January 2013
Job Retired, volunteering and traveling
Industry Legal Services
Experience
Houston Volunteer Lawyers October 2013 - March 2014
Houston Volunteer Lawyers May 2013 - September 2013
JPMorgan Chase Bank, N.A. April 1990 - January 2013
First Interstate Bank August 1987 - April 1990
Winstead PC April 1986 - July 1987
Sheinfeld Maley & Kay August 1982 - April 1986
Haynes & Fullenweider April 1978 - July 1982
Andrews & Kurth July 1977 - April 1978
Law Office of Sarah Weddington January 1975 - November 1975
Skills
Mediation, Dispute Resolution, Bankruptcy
Education
University of Houston Law Center 1979 — 1982
JD, Law
The University of Texas at Austin 1971 — 1973
BA, Spanish/Sociology
York College 1966 — 1968
AA, Liberal Arts
Houston Volunteer Lawyers October 2013 - March 2014
Houston Volunteer Lawyers May 2013 - September 2013
JPMorgan Chase Bank, N.A. April 1990 - January 2013
First Interstate Bank August 1987 - April 1990
Winstead PC April 1986 - July 1987
Sheinfeld Maley & Kay August 1982 - April 1986
Haynes & Fullenweider April 1978 - July 1982
Andrews & Kurth July 1977 - April 1978
Law Office of Sarah Weddington January 1975 - November 1975
Skills
Mediation, Dispute Resolution, Bankruptcy
Education
University of Houston Law Center 1979 — 1982
JD, Law
The University of Texas at Austin 1971 — 1973
BA, Spanish/Sociology
York College 1966 — 1968
AA, Liberal Arts
Anibelka Rodriguez Swinson's JPMorgan Chase Bank, N.A. Experience May 2010 - March 2015
Job Branch Manager
Industry Banking
Experience
Jpmorgan Chase N.A March 2015 - Present
JPMorgan Chase Bank, N.A. May 2010 - March 2015
FirstBank Florida April 2004 - May 2010
Leland Enterprises August 2003 - January 2004
SunTrust Bank May 2003 - September 2003
JPMorgan Chase May 2002 - May 2003
Education
University of Central Florida - College of Business Administration 2006 — 2008
Bachelor Degree in Business Administration & Minor in Accounting, Business, Management, Marketing, and Related Support Services
Valencia Community College 2004 — 2006
Associates in Human Resource Management, Human Resources Management and Services
Jpmorgan Chase N.A March 2015 - Present
JPMorgan Chase Bank, N.A. May 2010 - March 2015
FirstBank Florida April 2004 - May 2010
Leland Enterprises August 2003 - January 2004
SunTrust Bank May 2003 - September 2003
JPMorgan Chase May 2002 - May 2003
Education
University of Central Florida - College of Business Administration 2006 — 2008
Bachelor Degree in Business Administration & Minor in Accounting, Business, Management, Marketing, and Related Support Services
Valencia Community College 2004 — 2006
Associates in Human Resource Management, Human Resources Management and Services
Jake Stene's JPMorgan Chase Bank, N.A. Experience March 2009 - Present
Job Relationship Banker/Small Business Specialist at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. March 2009 - Present
Coldwell Banker Residential Brokerage January 2005 - February 2009
Education
University of Denver 1999 — 2001
JPMorgan Chase Bank, N.A. March 2009 - Present
Coldwell Banker Residential Brokerage January 2005 - February 2009
Education
University of Denver 1999 — 2001
Missy Frank's JPMorgan Chase Bank, N.A. Experience February 2001 - February 2007
Job Vice President, Hanover Street Capital, a dedicated platform supporting Deutsche Bank’s US CRE group
Industry Commercial Real Estate
Experience
Hanover Street Capital May 2013 - Present
Agency Advisors, Inc. October 2010 - May 2013
Independent Contractor 2009 - September 2010
TriMont Real Estate Advisors February 2007 - November 2008
JPMorgan Chase Bank, N.A. February 2001 - February 2007
RealtyIQ.com February 2001 - December 2001
The Equinox Group, Inc. March 1991 - February 2001
SED International Holdings, Inc. June 1990 - March 1991
Skills
Site Selection, Asset Management, Dispositions, Tenant, Leases, Mortgage, Loans, Lease Administration, Investments, Real Estate Development, Due Diligence, Property Management, Landlord, Real Estate, Real Estate Investment, Mortgage Lending, Investment Properties, Valuation, Negotiation, Restructuring, Shopping Centers, Portfolio Management, Investment Banking, Asset Managment, Disposition, Commercial Real Estate
Education
University of Alabama 1986 — 1990
BS, Real Estate
Huntsville High 1983 — 1986
Hanover Street Capital May 2013 - Present
Agency Advisors, Inc. October 2010 - May 2013
Independent Contractor 2009 - September 2010
TriMont Real Estate Advisors February 2007 - November 2008
JPMorgan Chase Bank, N.A. February 2001 - February 2007
RealtyIQ.com February 2001 - December 2001
The Equinox Group, Inc. March 1991 - February 2001
SED International Holdings, Inc. June 1990 - March 1991
Skills
Site Selection, Asset Management, Dispositions, Tenant, Leases, Mortgage, Loans, Lease Administration, Investments, Real Estate Development, Due Diligence, Property Management, Landlord, Real Estate, Real Estate Investment, Mortgage Lending, Investment Properties, Valuation, Negotiation, Restructuring, Shopping Centers, Portfolio Management, Investment Banking, Asset Managment, Disposition, Commercial Real Estate
Education
University of Alabama 1986 — 1990
BS, Real Estate
Huntsville High 1983 — 1986
Yolanda Griffin's JPMorgan Chase Bank, N.A. Experience June 2015 - Present
Job at
Industry Legal Services
Experience
JPMorgan Chase Bank, N.A. June 2015 - Present
FDIC May 2010 - May 2015
CitiFinancial August 2007 - January 2009
Nissan North America January 1996 - August 2007
Skills
Banking, Finance, Asset Management, Auditing, Loan Origination, Due Diligence, Commercial Lending, Corporate Governance, Structured Finance, Financial Services, Restructuring, Mergers & Acquisitions, Legal Research, Legal Writing, Licensing, Corporate Law
Education
The University of Texas at Austin
Doctor of Law (J.D.), Law
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase Bank, N.A. June 2015 - Present
FDIC May 2010 - May 2015
CitiFinancial August 2007 - January 2009
Nissan North America January 1996 - August 2007
Skills
Banking, Finance, Asset Management, Auditing, Loan Origination, Due Diligence, Commercial Lending, Corporate Governance, Structured Finance, Financial Services, Restructuring, Mergers & Acquisitions, Legal Research, Legal Writing, Licensing, Corporate Law
Education
The University of Texas at Austin
Doctor of Law (J.D.), Law
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.), Finance, General
Jack Cool's JPMorgan Chase Bank, N.A. Experience November 2009 - May 2011
Job Account Executive at 1 EDI Source, Inc. Transforming B2B Xchange
Industry Computer Software
Experience
1 EDI Source, Inc. - Transforming B2B Xchange February 2015 - Present
Fleetmatics January 2014 - February 2015
Liberty Mutual Insurance May 2011 - January 2014
JPMorgan Chase Bank, N.A. November 2009 - May 2011
Northwestern Mutual August 2008 - December 2009
Skills
Insurance, Property & Casualty..., Underwriting, Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Liability, Term Life Insurance, General Insurance, Commercial Insurance, SaaS, Sales, Salesforce.com, Leadership, B2B, Team Building, Direct Sales, Sales Process, New Business Development, Cold Calling, Account Management, Solution Selling, Management, Sales Operations, Sales Management, Sales Presentations
Education
The University of Akron 2004 — 2009
Bachelor of Science - Business Administration
1 EDI Source, Inc. - Transforming B2B Xchange February 2015 - Present
Fleetmatics January 2014 - February 2015
Liberty Mutual Insurance May 2011 - January 2014
JPMorgan Chase Bank, N.A. November 2009 - May 2011
Northwestern Mutual August 2008 - December 2009
Skills
Insurance, Property & Casualty..., Underwriting, Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Liability, Term Life Insurance, General Insurance, Commercial Insurance, SaaS, Sales, Salesforce.com, Leadership, B2B, Team Building, Direct Sales, Sales Process, New Business Development, Cold Calling, Account Management, Solution Selling, Management, Sales Operations, Sales Management, Sales Presentations
Education
The University of Akron 2004 — 2009
Bachelor of Science - Business Administration
Cheryl Routson's JPMorgan Chase Bank, N.A. Experience 2004 - 2007
Job The Shopping Center Group
Industry Real Estate
Experience
The Shopping Center Group June 2015 - Present
State Bank & Trust Company October 2012 - June 2015
Wells Fargo February 2010 - September 2012
American Capital, Ltd. 2007 - November 2009
JPMorgan Chase Bank, N.A. 2004 - 2007
Education
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration, Marketing and Real Estate
The Shopping Center Group June 2015 - Present
State Bank & Trust Company October 2012 - June 2015
Wells Fargo February 2010 - September 2012
American Capital, Ltd. 2007 - November 2009
JPMorgan Chase Bank, N.A. 2004 - 2007
Education
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration, Marketing and Real Estate
Christopher Moore, CFP®, CRPC®, MBA's JPMorgan Chase Bank, N.A. Experience November 2013 - June 2015
Job Director of Financial Planning, Retirement Income Planners
Industry Investment Management
Experience
Retirement Income Planners June 2015 - Present
US Navy Reserve October 2011 - Present
JPMorgan Chase Bank, N.A. November 2013 - June 2015
Merrill Lynch November 2011 - November 2013
USAA February 2011 - November 2011
Morgan Stanley May 2010 - February 2011
Peak Investments January 2007 - May 2010
Skills
Customer Service, Insurance, Process Improvement, Sales, Series 63, Team Building
Education
Texas A&M University 2014 — 2014
Certified Financial Planner Program
Texas A&M University-Commerce 2011 — 2013
MBA, Accounting, 3.58
Texas A&M University 2001 — 2008
BS, Agricultural Economics, Spanish, 3.04
Retirement Income Planners June 2015 - Present
US Navy Reserve October 2011 - Present
JPMorgan Chase Bank, N.A. November 2013 - June 2015
Merrill Lynch November 2011 - November 2013
USAA February 2011 - November 2011
Morgan Stanley May 2010 - February 2011
Peak Investments January 2007 - May 2010
Skills
Customer Service, Insurance, Process Improvement, Sales, Series 63, Team Building
Education
Texas A&M University 2014 — 2014
Certified Financial Planner Program
Texas A&M University-Commerce 2011 — 2013
MBA, Accounting, 3.58
Texas A&M University 2001 — 2008
BS, Agricultural Economics, Spanish, 3.04
Daniel Pollack's JPMorgan Chase Bank, N.A. Experience November 2014 - Present
Job VP Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. November 2014 - Present
JP Morgan Securities, LLC November 2012 - November 2014
JP Morgan Chase November 2010 - October 2012
Education
San Francisco State University, College of Business 2005 — 2010
BS, Financial Services
JPMorgan Chase Bank, N.A. November 2014 - Present
JP Morgan Securities, LLC November 2012 - November 2014
JP Morgan Chase November 2010 - October 2012
Education
San Francisco State University, College of Business 2005 — 2010
BS, Financial Services
Cecilia Rohloff's JPMorgan Chase Bank, N.A. Experience April 1988 - October 2010
Job Vice President at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo Bank, N.A. December 2010 - Present
JPMorgan Chase Bank, N.A. April 1988 - October 2010
Skills
Risk Management, Disaster Recovery, Trust Management, Investments, Investment Management, Wealth Management, Banking, Personal Trust..., Trust Services, Wealth Management..., Estate Planning, Financial Planning, Financial Services, Management
Education
Southwest Texas State University 1983 — 1987
BBA, Computer and Information Systems Security/Information Assurance
Wells Fargo Bank, N.A. December 2010 - Present
JPMorgan Chase Bank, N.A. April 1988 - October 2010
Skills
Risk Management, Disaster Recovery, Trust Management, Investments, Investment Management, Wealth Management, Banking, Personal Trust..., Trust Services, Wealth Management..., Estate Planning, Financial Planning, Financial Services, Management
Education
Southwest Texas State University 1983 — 1987
BBA, Computer and Information Systems Security/Information Assurance
Darryl Lobo's JPMorgan Chase Bank, N.A. Experience October 2012 - Present
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. October 2012 - Present
Chase Investments Service Corp August 2008 - November 2012
Education
University of Florida
JPMorgan Chase Bank, N.A. October 2012 - Present
Chase Investments Service Corp August 2008 - November 2012
Education
University of Florida
celyna gonzales's JPMorgan Chase Bank, N.A. Experience January 2010 - Present
Job Relationship Banker at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. January 2010 - Present
Education
The University of Texas at Austin
Advertising
JPMorgan Chase Bank, N.A. January 2010 - Present
Education
The University of Texas at Austin
Advertising
Kevin Kemp's JPMorgan Chase Bank, N.A. Experience September 2008 - Present
Job Special Credits Risk Manager at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. September 2008 - Present
Washington Mutual Bank September 2006 - September 2008
KeyBank Real Estate Capital November 2005 - September 2006
ORIX Capital Markets LLC June 2002 - November 2005
Skills
Loans, Credit Analysis, Banking, Loan Servicing, Commercial Mortgages, Credit Risk, Commercial Real Estate, Commercial Banking, Lines Of Credit, Credit, Risk Management, Cash Flow Lending
Education
Texas Tech University - Rawls College of Business 1997 — 2001
BBA, Finance
JPMorgan Chase Bank, N.A. September 2008 - Present
Washington Mutual Bank September 2006 - September 2008
KeyBank Real Estate Capital November 2005 - September 2006
ORIX Capital Markets LLC June 2002 - November 2005
Skills
Loans, Credit Analysis, Banking, Loan Servicing, Commercial Mortgages, Credit Risk, Commercial Real Estate, Commercial Banking, Lines Of Credit, Credit, Risk Management, Cash Flow Lending
Education
Texas Tech University - Rawls College of Business 1997 — 2001
BBA, Finance
Boris Spasojevic's JPMorgan Chase Bank, N.A. Experience March 2012 - Present
Job Private Client Banker at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2012 - Present
Skills
Purchasing, Inventory Management, Wholesale, Sales Management, Pricing, Sales, Customer Service
Education
University College Dublin 2010 — 2011
Master of Science, Finance
University of Belgrade 2002 — 2009
Bachelor of Science, Management
JPMorgan Chase Bank, N.A. March 2012 - Present
Skills
Purchasing, Inventory Management, Wholesale, Sales Management, Pricing, Sales, Customer Service
Education
University College Dublin 2010 — 2011
Master of Science, Finance
University of Belgrade 2002 — 2009
Bachelor of Science, Management
Mark Schrieber's JPMorgan Chase Bank, N.A. Experience January 2011 - January 2012
Job Market President at JPMorgan Chase, Commercial Bank Middle Market
Industry Financial Services
Experience
JPMorgan Chase, Commercial Bank Middle Market January 2012 - Present
JPMorgan Chase Bank, N.A. January 2011 - January 2012
Chase Equipment Finance, Inc. August 2008 - March 2011
Chase Equipment Leasing Inc. July 2004 - August 2008
Banc One Leasing Corporation 1997 - 2004
Fifth Third Bank 1990 - 1993
Fifth Third Bank 1990 - 1993
Skills
Credit, Treasury Management, Financial Structuring, Credit Risk, Underwriting, Capital Markets, Commercial Lending, Finance
Education
University of Dayton 1986 — 1990
BS, Finance, Marketing
JPMorgan Chase, Commercial Bank Middle Market January 2012 - Present
JPMorgan Chase Bank, N.A. January 2011 - January 2012
Chase Equipment Finance, Inc. August 2008 - March 2011
Chase Equipment Leasing Inc. July 2004 - August 2008
Banc One Leasing Corporation 1997 - 2004
Fifth Third Bank 1990 - 1993
Fifth Third Bank 1990 - 1993
Skills
Credit, Treasury Management, Financial Structuring, Credit Risk, Underwriting, Capital Markets, Commercial Lending, Finance
Education
University of Dayton 1986 — 1990
BS, Finance, Marketing
Aaron Kleiner's JPMorgan Chase Bank, N.A. Experience September 2010 - June 2014
Job Personal Banker for JPMorgan Chase Bank, N.A.
Industry Banking
Experience
Wells Fargo June 2014 - Present
JPMorgan Chase Bank, N.A. September 2010 - June 2014
RadioShack January 2009 - February 2011
Circuit City March 2007 - January 2009
Education
State University of New York College at Oswego 2008 — 2010
Bachelor, Accounting
SUNY Orange 2006 — 2008
Associate, Business Administration
Wells Fargo June 2014 - Present
JPMorgan Chase Bank, N.A. September 2010 - June 2014
RadioShack January 2009 - February 2011
Circuit City March 2007 - January 2009
Education
State University of New York College at Oswego 2008 — 2010
Bachelor, Accounting
SUNY Orange 2006 — 2008
Associate, Business Administration
Dana McMichael's JPMorgan Chase Bank, N.A. Experience January 2011 - June 2015
Job Private Client Banker
Industry Banking
Experience
JPMorgan Chase Bank, N.A. January 2011 - June 2015
RBC Royal Bank 2006 - November 2010
Skills
Banking, Loans, Credit, Retail Banking, Mortgage Lending, Commercial Banking, Consumer Lending, Credit Analysis, Small Business Lending, Commercial Lending, Insurance, Investment Banking, Series 6, Life Insurance
Education
Universidad de San Martín de Porres 1983 — 1991
Master’s Degree
maria auxiliadora
JPMorgan Chase Bank, N.A. January 2011 - June 2015
RBC Royal Bank 2006 - November 2010
Skills
Banking, Loans, Credit, Retail Banking, Mortgage Lending, Commercial Banking, Consumer Lending, Credit Analysis, Small Business Lending, Commercial Lending, Insurance, Investment Banking, Series 6, Life Insurance
Education
Universidad de San Martín de Porres 1983 — 1991
Master’s Degree
maria auxiliadora
Dian Kauth's JPMorgan Chase Bank, N.A. Experience January 2004 - October 2010
Job Chief Fiduciary Officer & Sr. Vice President at Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank Private Wealth Advisors July 2014 - Present
U.S. Trust, Bank of America Private Wealth Management October 2010 - June 2014
JPMorgan Chase Bank, N.A. January 2004 - October 2010
Skills
Estate Planning, Series 7, Wealth Management..., Asset Allocation, Investments, Asset Management, Wealth Management, Mutual Funds, Portfolio Management, New Business Development, Insurance, Banking, Trusts, Trust Services, Financial Services, High Net Worth...
Education
University of Tulsa College of Law 1982 — 1985
J.D., Law
Southern Methodist University 1977 — 1981
B.A., English, Political Science, Philosophy
Texas Capital Bank Private Wealth Advisors July 2014 - Present
U.S. Trust, Bank of America Private Wealth Management October 2010 - June 2014
JPMorgan Chase Bank, N.A. January 2004 - October 2010
Skills
Estate Planning, Series 7, Wealth Management..., Asset Allocation, Investments, Asset Management, Wealth Management, Mutual Funds, Portfolio Management, New Business Development, Insurance, Banking, Trusts, Trust Services, Financial Services, High Net Worth...
Education
University of Tulsa College of Law 1982 — 1985
J.D., Law
Southern Methodist University 1977 — 1981
B.A., English, Political Science, Philosophy
Charles Cline's JPMorgan Chase Bank, N.A. Experience June 2014 - Present
Job Vice President / Private Client Advisor at J.P. Morgan
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. June 2014 - Present
Merrill Lynch 2011 - May 2013
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics with Sports Management minor
Loyola High School
JPMorgan Chase Bank, N.A. June 2014 - Present
Merrill Lynch 2011 - May 2013
Education
University of California, Santa Barbara
Bachelor of Arts (B.A.), Business Economics with Sports Management minor
Loyola High School
Daniel Roque's JPMorgan Chase Bank, N.A. Experience September 2013 - November 2014
Job Investigative Counsel at Office of the NY State Inspector General
Industry Law Practice
Experience
Office of the New York State Inspector General December 2014 - Present
Hispanic National Bar Association 2006 - Present
JPMorgan Chase Bank, N.A. September 2013 - November 2014
Lowenstein Sandler LLP November 2010 - August 2013
Dickstein Shapiro LLP August 2005 - November 2010
Legal Aid Society, Criminal Defense Division May 2003 - August 2003
Skills
Securities Litigation, Litigation, Corporate Governance, Commercial Litigation, Securities, Corporate Law, Class Actions, White Collar Criminal..., Legal Writing, Arbitration, Securities Regulation, Civil Litigation, Legal Research, Intellectual Property
Education
The Catholic University of America, Columbus School of Law 2002 — 2005
JD
The Catholic University of America 1998 — 2002
Fordham Prep 1994 — 1998
Office of the New York State Inspector General December 2014 - Present
Hispanic National Bar Association 2006 - Present
JPMorgan Chase Bank, N.A. September 2013 - November 2014
Lowenstein Sandler LLP November 2010 - August 2013
Dickstein Shapiro LLP August 2005 - November 2010
Legal Aid Society, Criminal Defense Division May 2003 - August 2003
Skills
Securities Litigation, Litigation, Corporate Governance, Commercial Litigation, Securities, Corporate Law, Class Actions, White Collar Criminal..., Legal Writing, Arbitration, Securities Regulation, Civil Litigation, Legal Research, Intellectual Property
Education
The Catholic University of America, Columbus School of Law 2002 — 2005
JD
The Catholic University of America 1998 — 2002
Fordham Prep 1994 — 1998
Edward Haase's JPMorgan Chase Bank, N.A. Experience March 2011 - Present
Job Personal Banker JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. March 2011 - Present
First Investors Corporation June 2009 - August 2010
Education
Siena College 2005 — 2009
Bachelor of Science (B.S.), Marketing and Management
JPMorgan Chase Bank, N.A. March 2011 - Present
First Investors Corporation June 2009 - August 2010
Education
Siena College 2005 — 2009
Bachelor of Science (B.S.), Marketing and Management
Charlene D. Williamston-Alcime, CPA's JPMorgan Chase Bank, N.A. Experience January 2008 - Present
Job Associate
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. January 2008 - Present
JPMorgan Chase Bank, N.A. December 2005 - December 2007
Ernst & Young, LLP October 2002 - November 2005
Skills
Project Management, Analysis, Research, Eye for Details, Persistence, Organization, Multi Tasking, Written Communication
Education
State University of New York at Albany 2001 — 2002
Master of Science (M.S.), Accounting
State University of New York at Albany 1997 — 2001
Bachelor of Science (B.S.), Accounting
JPMorgan Chase Bank, N.A. January 2008 - Present
JPMorgan Chase Bank, N.A. December 2005 - December 2007
Ernst & Young, LLP October 2002 - November 2005
Skills
Project Management, Analysis, Research, Eye for Details, Persistence, Organization, Multi Tasking, Written Communication
Education
State University of New York at Albany 2001 — 2002
Master of Science (M.S.), Accounting
State University of New York at Albany 1997 — 2001
Bachelor of Science (B.S.), Accounting
Cherie Oliveto's JPMorgan Chase Bank, N.A. Experience November 1995 - Present
Job Authorized Officer & Funding Authority for Large Corp/IB/Aircraft/Rail/Marine w/ CEF w/i JPMorgan Chase Bank, N.A.
Industry
Experience
JPMorgan Chase Bank, N.A. November 1995 - Present
Skills
Financial Analysis, Banking, Customer Service, Finance, Loans, Credit, Commercial Lending, Capital Markets, Valuation, Portfolio Management
Education
The Ohio State University 1988 — 1990
Associate's degree, Accounting and Finance
JPMorgan Chase Bank, N.A. November 1995 - Present
Skills
Financial Analysis, Banking, Customer Service, Finance, Loans, Credit, Commercial Lending, Capital Markets, Valuation, Portfolio Management
Education
The Ohio State University 1988 — 1990
Associate's degree, Accounting and Finance
Jeff Javorsky's JPMorgan Chase Bank, N.A. Experience April 2011 - Present
Job HL Sr. Research Specialist | Litigation Support at JPMorgan Chase Bank, NA
Industry Banking
Experience
JPMorgan Chase Bank, NA April 2011 - Present
JPMorgan Chase Bank, N.A. 2011 - Present
Skills
Banking, Credit, Loans
Education
The Ohio State University 1996 — 2000
Bachelor of Arts (BA), Psychology
JPMorgan Chase Bank, NA April 2011 - Present
JPMorgan Chase Bank, N.A. 2011 - Present
Skills
Banking, Credit, Loans
Education
The Ohio State University 1996 — 2000
Bachelor of Arts (BA), Psychology
Carol Diez's JPMorgan Chase Bank, N.A. Experience June 2013 - Present
Job Private Client Investment Associate at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. June 2013 - Present
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), POLITICAL SCIENCE
JPMorgan Chase Bank, N.A. June 2013 - Present
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), POLITICAL SCIENCE
Dennis Buenaventura's JPMorgan Chase Bank, N.A. Experience February 2009 - Present
Job
Industry
Experience
JPMorgan Chase Bank, N.A. February 2009 - Present
Education
University of California, Santa Barbara
Bachelor's Degree, Business Economics
JPMorgan Chase Bank, N.A. February 2009 - Present
Education
University of California, Santa Barbara
Bachelor's Degree, Business Economics
Kelly Back's JPMorgan Chase Bank, N.A. Experience January 2011 - Present
Job Branch Manager at JPMorgan Chase Bank, N.A.
Industry Banking
Experience
JPMorgan Chase Bank, N.A. January 2011 - Present
Skills
Customer Service, Banking, Sales, Leadership, Sales Management, Credit, Loans, Retail Banking, Team Building, Loan Origination
Education
Sonoma State University
Bachelor's Degree, Business Administration / Marketing
JPMorgan Chase Bank, N.A. January 2011 - Present
Skills
Customer Service, Banking, Sales, Leadership, Sales Management, Credit, Loans, Retail Banking, Team Building, Loan Origination
Education
Sonoma State University
Bachelor's Degree, Business Administration / Marketing
Chase
Sallie Mae
Chase Bank
Chase Manhattan Bank
The Chase Manhattan Bank
BankAtlantic
JP Morgan Chase Bank, N.A.
Encore Capital Group