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.
JPMorgan Chase Bank, N.A. Salaries. You can even request information on how much does JPMorgan Chase Bank, N.A. pay if you want to. Learn about salaries, pros and cons of working for JPMorgan Chase Bank, N.A. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Devin Gledhill Devin Gledhill's JPMorgan Chase Bank, N.A. Experience July 2009 - Present
Job Relationship Banker Small Business Specialist MOD at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. July 2009 - Present
Sports Authority February 2007 - July 2009
Jamba Juice March 2004 - July 2006
Education
SFSU 2013 — 2015
Business Administration and Management, General
San Diego State University-California State University 2006 — 2007
Aragon
Aragon
College of San Mateo
JPMorgan Chase Bank N.A. July 2009 - Present
Sports Authority February 2007 - July 2009
Jamba Juice March 2004 - July 2006
Education
SFSU 2013 — 2015
Business Administration and Management, General
San Diego State University-California State University 2006 — 2007
Aragon
Aragon
College of San Mateo
Gerardo Cabral Gerardo Cabral's JPMorgan Chase Bank, N.A. Experience May 2011 - Present
Job Banker/Small Business Specialist at JPMorgan Chase Bank, NA
Industry Banking
Experience
JPMorgan Chase Bank, NA May 2011 - Present
First Investors March 2011 - April 2011
Aventura July 2006 - February 2011
Venezolano de Crédito October 2008 - February 2009
A-group October 2007 - June 2008
Education
Florida International University - College of Business 2014 — 2016
Master of Business Administration (MBA)
Universidad Metropolitana (VE) 2005 — 2010
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase Bank, NA May 2011 - Present
First Investors March 2011 - April 2011
Aventura July 2006 - February 2011
Venezolano de Crédito October 2008 - February 2009
A-group October 2007 - June 2008
Education
Florida International University - College of Business 2014 — 2016
Master of Business Administration (MBA)
Universidad Metropolitana (VE) 2005 — 2010
Bachelor of Business Administration (B.B.A.)
Lewis Brooks's JPMorgan Chase Bank, N.A. Experience December 2013 - Present
Job
Industry Banking
Experience
JPMorgan Chase Bank N.A. December 2013 - Present
Sadler Retirement January 2009 - November 2013
Skills
Finance, Microsoft Office, Banking, Microsoft Word, Customer Service, PowerPoint, Insurance, Microsoft Excel, Financial Analysis
Education
Georgia Southern University - College of Business Administration 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Lee County High School 2000 — 2004
JPMorgan Chase Bank N.A. December 2013 - Present
Sadler Retirement January 2009 - November 2013
Skills
Finance, Microsoft Office, Banking, Microsoft Word, Customer Service, PowerPoint, Insurance, Microsoft Excel, Financial Analysis
Education
Georgia Southern University - College of Business Administration 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Lee County High School 2000 — 2004
Pavel Shklyar Pavel Shklyar's JPMorgan Chase Bank, N.A. Experience January 2015 - Present
Job Vice President / Private Client Advisor at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. January 2015 - Present
Merrill Lynch June 2012 - January 2015
SANO Investments June 2008 - September 2011
RBC Capital Markets November 2002 - June 2008
Salomon Smith Barney February 2000 - June 2001
Credit Suisse First Boston February 1999 - February 2000
Education
Binghamton University 1991 — 1995
Economics
JPMorgan Chase Bank N.A. January 2015 - Present
Merrill Lynch June 2012 - January 2015
SANO Investments June 2008 - September 2011
RBC Capital Markets November 2002 - June 2008
Salomon Smith Barney February 2000 - June 2001
Credit Suisse First Boston February 1999 - February 2000
Education
Binghamton University 1991 — 1995
Economics
David Doak David Doak's JPMorgan Chase Bank, N.A. Experience February 2015 - Present
Job Relationship Banker at JPMorgan Chase Bank NA
Industry Banking
Experience
JPMorgan Chase Bank NA February 2015 - Present
Wells Fargo March 2010 - March 2014
Cornerstone Mortgage Group 2006 - 2009
Countrywide Mortgage Services 2005 - 2006
New Century Mortgage 2001 - 2005
Advanta Finance Corporation 1998 - 2001
American General Finance 1994 - 1998
Education
Western Governors University
Master of Business Administration (M.B.A.), Management & Strategy
University of Oregon
Bachelor's Degree, Political Science and Government
JPMorgan Chase Bank NA February 2015 - Present
Wells Fargo March 2010 - March 2014
Cornerstone Mortgage Group 2006 - 2009
Countrywide Mortgage Services 2005 - 2006
New Century Mortgage 2001 - 2005
Advanta Finance Corporation 1998 - 2001
American General Finance 1994 - 1998
Education
Western Governors University
Master of Business Administration (M.B.A.), Management & Strategy
University of Oregon
Bachelor's Degree, Political Science and Government
Andrew Seefried Andrew Seefried's JPMorgan Chase Bank, N.A. Experience December 2013 - Present
Job Private Client Investment Associate at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. December 2013 - Present
HSBC December 2012 - December 2013
First Republic Bank January 2010 - October 2011
JPMorgan Chase N.A. October 2007 - January 2010
Commerce One Financial June 2007 - August 2007
Quicken Loans May 2006 - August 2006
Port Huron Flags May 2005 - August 2005
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA, Finance
Northwood University 2003 — 2007
BBA, Banking & Finance
Port Huron Northern High School 2000 — 2003
JPMorgan Chase Bank N.A. December 2013 - Present
HSBC December 2012 - December 2013
First Republic Bank January 2010 - October 2011
JPMorgan Chase N.A. October 2007 - January 2010
Commerce One Financial June 2007 - August 2007
Quicken Loans May 2006 - August 2006
Port Huron Flags May 2005 - August 2005
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2014
MBA, Finance
Northwood University 2003 — 2007
BBA, Banking & Finance
Port Huron Northern High School 2000 — 2003
Danielle Galarza Danielle Galarza's JPMorgan Chase Bank, N.A. Experience March 2014 - Present
Job Consultant at Advanced Psych Billing Specialists
Industry Hospital & Health Care
Experience
JPMorgan Chase Bank N.A. March 2014 - Present
New York Life Insurance Company March 2013 - February 2014
MusicSkins April 2012 - February 2013
New York Downtown Orthopaedic Associates May 2010 - April 2012
Brooklyn Bridge To Cambodia August 2010 - March 2012
St. Vincents Orthopaedic Assoc March 2007 - February 2011
Petersen Investments August 2006 - January 2007
Skills
Microsoft Office, Outlook, QuarkXPress, Event Management, Non-profits, Mac OS, PowerPoint, Customer Relations, Social Networking, Administration, Event Planning, Social Media Marketing, Fundraising, Customer Service, Business Development, Account Management, System Administration, Public Relations, Management, Social Media, Facebook, Marketing, Public Speaking, Marketing Strategy, Research, Online Marketing, Market Research, Strategic Partnerships, Strategic Planning, Brand Development, Integrated Marketing, New Business Development, Sales, Community Outreach, Negotiation, Teamwork, Microsoft Word, Marketing Communications, Time Management, Budgets, Marketing Research, Nonprofits, Leadership, Microsoft Excel, Creative Writing, Trade Shows, Product Development
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, International Marketing, 3.701
State University of New York at Binghamton 2004 — 2006
Business, Management
JPMorgan Chase Bank N.A. March 2014 - Present
New York Life Insurance Company March 2013 - February 2014
MusicSkins April 2012 - February 2013
New York Downtown Orthopaedic Associates May 2010 - April 2012
Brooklyn Bridge To Cambodia August 2010 - March 2012
St. Vincents Orthopaedic Assoc March 2007 - February 2011
Petersen Investments August 2006 - January 2007
Skills
Microsoft Office, Outlook, QuarkXPress, Event Management, Non-profits, Mac OS, PowerPoint, Customer Relations, Social Networking, Administration, Event Planning, Social Media Marketing, Fundraising, Customer Service, Business Development, Account Management, System Administration, Public Relations, Management, Social Media, Facebook, Marketing, Public Speaking, Marketing Strategy, Research, Online Marketing, Market Research, Strategic Partnerships, Strategic Planning, Brand Development, Integrated Marketing, New Business Development, Sales, Community Outreach, Negotiation, Teamwork, Microsoft Word, Marketing Communications, Time Management, Budgets, Marketing Research, Nonprofits, Leadership, Microsoft Excel, Creative Writing, Trade Shows, Product Development
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, International Marketing, 3.701
State University of New York at Binghamton 2004 — 2006
Business, Management
Lori Chen Lori Chen's JPMorgan Chase Bank, N.A. Experience September 2014 - Present
Job Vice President, Private Client Advisor, JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. September 2014 - Present
HSBC September 2012 - August 2014
PNC Investments October 2010 - August 2012
Creative Financial Group March 2004 - September 2010
UBS August 2002 - February 2004
Wells Fargo July 1999 - August 2000
Education
La Salle University 2000 — 2002
Master of Business Administration (M.B.A.), Marketing
DeSales University 1995 — 1999
Bachelor of Science (B.S.), Marketing
JPMorgan Chase Bank N.A. September 2014 - Present
HSBC September 2012 - August 2014
PNC Investments October 2010 - August 2012
Creative Financial Group March 2004 - September 2010
UBS August 2002 - February 2004
Wells Fargo July 1999 - August 2000
Education
La Salle University 2000 — 2002
Master of Business Administration (M.B.A.), Marketing
DeSales University 1995 — 1999
Bachelor of Science (B.S.), Marketing
Travere Parsons Travere Parsons's JPMorgan Chase Bank, N.A. Experience May 2006 - June 2015
Job Private Client Group Relationship Manager Mass Affluent PNC Bank
Industry Banking
Experience
PNC July 2015 - Present
JPMorgan Chase Bank N.A. May 2006 - June 2015
Senior Personal Financial Representative May 2006 - July 2009
Skills
Loan Origination, Commercial Banking, Small Business Lending, Mortgage Lending, Loans, Consumer Lending, Banking, Credit, Retail Banking, Credit Analysis, Commercial Lending, Customer Service, Financial Analysis, Leadership, Management
Education
Thomas Edison State College 2013 — 2017
Human Resources and Organizational Management, Human Resources and Organizational Management
Johnson and Wales University 1998 — 1999
none, Hospitality Administration/Management
PNC July 2015 - Present
JPMorgan Chase Bank N.A. May 2006 - June 2015
Senior Personal Financial Representative May 2006 - July 2009
Skills
Loan Origination, Commercial Banking, Small Business Lending, Mortgage Lending, Loans, Consumer Lending, Banking, Credit, Retail Banking, Credit Analysis, Commercial Lending, Customer Service, Financial Analysis, Leadership, Management
Education
Thomas Edison State College 2013 — 2017
Human Resources and Organizational Management, Human Resources and Organizational Management
Johnson and Wales University 1998 — 1999
none, Hospitality Administration/Management
Robert Bermingham Robert Bermingham's JPMorgan Chase Bank, N.A. Experience September 2014 - Present
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. September 2014 - Present
JPMorgan Chase Bank N.A. September 2013 - August 2014
Northwestern Mutual June 2013 - August 2013
River Valley Detention Center July 2007 - June 2013
Illinois State University August 2005 - May 2007
Skills
Student Affairs, Student Development, Program Development, Event Planning, Higher Education, Fundraising, Academic Advising, Public Speaking, Research, Community Outreach
Education
Illinois State University 2003 — 2007
Bachelor's degree, Psychology
Brother Rice
Minooka Community High School
JPMorgan Chase Bank N.A. September 2014 - Present
JPMorgan Chase Bank N.A. September 2013 - August 2014
Northwestern Mutual June 2013 - August 2013
River Valley Detention Center July 2007 - June 2013
Illinois State University August 2005 - May 2007
Skills
Student Affairs, Student Development, Program Development, Event Planning, Higher Education, Fundraising, Academic Advising, Public Speaking, Research, Community Outreach
Education
Illinois State University 2003 — 2007
Bachelor's degree, Psychology
Brother Rice
Minooka Community High School
Chris Schweighardt's JPMorgan Chase Bank, N.A. Experience May 2013 - June 2015
Job Chase Private Client Banker JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase Bank N.A. May 2013 - June 2015
New York Life Insurance Company May 2012 - May 2013
Schamberger Brothers Inc May 2009 - August 2011
Arrowhead Golf Club May 2008 - August 2008
Education
Indiana University 2008 — 2012
May 2012, Finance
Indiana University Bloomington 2008 — 2012
Bachelor of Science, Finance
Wheaton Warrenville South High School
JPMorgan Chase & Co. June 2015 - Present
JPMorgan Chase Bank N.A. May 2013 - June 2015
New York Life Insurance Company May 2012 - May 2013
Schamberger Brothers Inc May 2009 - August 2011
Arrowhead Golf Club May 2008 - August 2008
Education
Indiana University 2008 — 2012
May 2012, Finance
Indiana University Bloomington 2008 — 2012
Bachelor of Science, Finance
Wheaton Warrenville South High School
Jose Raya's JPMorgan Chase Bank, N.A. Experience March 2010 - Present
Job Vice PresidentFinancial Advisor at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2015 - Present
JPMorgan Chase Bank N.A. March 2010 - Present
Wheeler Auto Center May 2005 - March 2010
Education
California State University-Chico 2004 — 2008
Bachelor's Degree, Business Administration, Accounting
Morgan Stanley June 2015 - Present
JPMorgan Chase Bank N.A. March 2010 - Present
Wheeler Auto Center May 2005 - March 2010
Education
California State University-Chico 2004 — 2008
Bachelor's Degree, Business Administration, Accounting
Andre Ramirez's JPMorgan Chase Bank, N.A. Experience October 2014 - Present
Job Relationship Banker, JP Morgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. October 2014 - Present
Education
California State University-Long Beach
Bachelor's Degree, Business Administration Marketing
JPMorgan Chase Bank N.A. October 2014 - Present
Education
California State University-Long Beach
Bachelor's Degree, Business Administration Marketing
Enrique Barajas Enrique Barajas's JPMorgan Chase Bank, N.A. Experience September 2014 - Present
Job Relationship Banker at Chase
Industry Banking
Experience
JPMorgan Chase Bank, NA September 2014 - Present
Wells Fargo August 2010 - August 2014
Education
Texas Tech University 2004 — 2010
Bachelor of Engineering (BE) minor in mathematics and statistics, Civil Engineering
Texas Tech University 2004 — 2010
Bachelor of Applied Science (B.A.Sc.), Civil Engineering
JPMorgan Chase Bank, NA September 2014 - Present
Wells Fargo August 2010 - August 2014
Education
Texas Tech University 2004 — 2010
Bachelor of Engineering (BE) minor in mathematics and statistics, Civil Engineering
Texas Tech University 2004 — 2010
Bachelor of Applied Science (B.A.Sc.), Civil Engineering
Shane Veitenheimer's JPMorgan Chase Bank, N.A. Experience July 2014 - Present
Job Private Client Banker
Industry Banking
Experience
JPMorgan Chase Bank N.A. July 2014 - Present
COUNTRY ® Financial March 2011 - July 2014
People to People Ambassador Programs April 2010 - November 2010
SL Start and Associates May 2007 - April 2010
Education
Eastern Washington University 2005 — 2007
Bachelors Degree in Business Administration, Business
Columbia Basin College 2002 — 2005
Associates degree, Arts and Science
JPMorgan Chase Bank N.A. July 2014 - Present
COUNTRY ® Financial March 2011 - July 2014
People to People Ambassador Programs April 2010 - November 2010
SL Start and Associates May 2007 - April 2010
Education
Eastern Washington University 2005 — 2007
Bachelors Degree in Business Administration, Business
Columbia Basin College 2002 — 2005
Associates degree, Arts and Science
Hasan Saleh Hasan Saleh's JPMorgan Chase Bank, N.A. Experience May 2015 - Present
Job Branch Manager at Chase Bank
Industry Banking
Experience
JPMorgan Chase Bank N.A. May 2015 - Present
Charter One Bank February 2014 - May 2015
Charter One Bank May 2010 - January 2014
Quicken Loans May 2008 - September 2008
Skills
Banking, Consumer Lending, Mortgage Lending, Retail Banking, Small Business Lending, Loans, Credit, Customer Service, Cross Selling, Sales
Education
Cleveland State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
North Royalton High School 1999 — 2003
Regular/General High School/Secondary Diploma Program
Hondros College
Real Estate Sales
Hondros College
Mortgage Loan Origination
JPMorgan Chase Bank N.A. May 2015 - Present
Charter One Bank February 2014 - May 2015
Charter One Bank May 2010 - January 2014
Quicken Loans May 2008 - September 2008
Skills
Banking, Consumer Lending, Mortgage Lending, Retail Banking, Small Business Lending, Loans, Credit, Customer Service, Cross Selling, Sales
Education
Cleveland State University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
North Royalton High School 1999 — 2003
Regular/General High School/Secondary Diploma Program
Hondros College
Real Estate Sales
Hondros College
Mortgage Loan Origination
Pamela Grandmaison Pamela Grandmaison's JPMorgan Chase Bank, N.A. Experience April 2000 - February 2012
Job Over 30 years of experience working in customer relations in a variety of industries
Industry Consumer Services
Experience
Maximus June 2015 - Present
Spherion - Maximus April 2014 - June 2015
DFCU Financial February 2013 - May 2013
JPMorgan Chase Bank N.A. April 2000 - February 2012
Whitehall Healthcare Center April 1998 - November 1999
HCR ManorCare March 1997 - March 1998
HCR ManorCare October 1994 - March 1997
Radio Shack September 1983 - October 1994
Skills
Banking, Investments, Credit, Loans, Mortgage Lending, Small Business Lending, Retail Sales, Public Speaking, Stewardship, Management - Retail and..., Customer Retention, Customer Experience, Longterm care marketing, Longterm care admissions, Assisted Living, Music - Bass Clarinet, Animal Handling- Docent, Animal Presentations, Retail Banking, Consumer Lending, Cross Selling, Sales, Marketing, Lines Of Credit, Loan Origination, Customer Service, Commercial Lending, Mortgage Banking, Loan Servicing, Series 63, Commercial Banking, Refinance, Treasury Management, Credit Analysis, Finance, Relationship Management, Retirement Planning, Mutual Funds, Underwriting, Wealth Management
Education
University of Detroit Mercy 1985 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
Carthage College 1979 — 1983
Bachelor of Arts (B.A.), Business Administration, Marketing, International Business
Maximus June 2015 - Present
Spherion - Maximus April 2014 - June 2015
DFCU Financial February 2013 - May 2013
JPMorgan Chase Bank N.A. April 2000 - February 2012
Whitehall Healthcare Center April 1998 - November 1999
HCR ManorCare March 1997 - March 1998
HCR ManorCare October 1994 - March 1997
Radio Shack September 1983 - October 1994
Skills
Banking, Investments, Credit, Loans, Mortgage Lending, Small Business Lending, Retail Sales, Public Speaking, Stewardship, Management - Retail and..., Customer Retention, Customer Experience, Longterm care marketing, Longterm care admissions, Assisted Living, Music - Bass Clarinet, Animal Handling- Docent, Animal Presentations, Retail Banking, Consumer Lending, Cross Selling, Sales, Marketing, Lines Of Credit, Loan Origination, Customer Service, Commercial Lending, Mortgage Banking, Loan Servicing, Series 63, Commercial Banking, Refinance, Treasury Management, Credit Analysis, Finance, Relationship Management, Retirement Planning, Mutual Funds, Underwriting, Wealth Management
Education
University of Detroit Mercy 1985 — 1990
Master of Business Administration (MBA), Business Administration and Management, General
Carthage College 1979 — 1983
Bachelor of Arts (B.A.), Business Administration, Marketing, International Business
Jorge Soriano's JPMorgan Chase Bank, N.A. Experience May 2012 - May 2013
Job Financial Advisor at JP Morgan Securities, LLC.
Industry Financial Services
Experience
JP Morgan Securities, LLC. May 2013 - Present
JPMorgan Chase Bank, NA May 2012 - May 2013
Raymond James Financial Inc. March 2010 - May 2012
Education
University of South Florida - College of Business Administration 2007 — 2010
Finance, Principles of Finance, Accounting, Economics
JP Morgan Securities, LLC. May 2013 - Present
JPMorgan Chase Bank, NA May 2012 - May 2013
Raymond James Financial Inc. March 2010 - May 2012
Education
University of South Florida - College of Business Administration 2007 — 2010
Finance, Principles of Finance, Accounting, Economics
Chad Houston Chad Houston's JPMorgan Chase Bank, N.A. Experience August 2010 - July 2015
Job UA at Umpqua Bank
Industry Financial Services
Experience
Umqua Bank July 2015 - Present
JPMorgan Chase Bank, NA August 2010 - July 2015
Macy's September 2006 - August 2010
Skills
Retail Banking, Cross Selling, Consumer Lending, Small Business Lending, Customer Service, Credit Cards, Series 63, Banking, Loans, Credit, Sales, Relationship Management, Finance, Customer Retention, Financial Services, Customer Acquisition, Lines Of Credit, Deposits, Loan Origination
Education
University of Idaho 2005 — 2009
Bachelor of Arts (B.A.), Advertising
Umqua Bank July 2015 - Present
JPMorgan Chase Bank, NA August 2010 - July 2015
Macy's September 2006 - August 2010
Skills
Retail Banking, Cross Selling, Consumer Lending, Small Business Lending, Customer Service, Credit Cards, Series 63, Banking, Loans, Credit, Sales, Relationship Management, Finance, Customer Retention, Financial Services, Customer Acquisition, Lines Of Credit, Deposits, Loan Origination
Education
University of Idaho 2005 — 2009
Bachelor of Arts (B.A.), Advertising
Jennifer Knapp's JPMorgan Chase Bank, N.A. Experience June 2014 - Present
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. June 2014 - Present
Bank of America 2008 - 2013
Enterprise Rent-A-Car January 2006 - April 2008
The Coffee Bean & Tea Leaf® June 2000 - October 2005
Education
California Lutheran University 2010 — 2012
Master of Business Administration (M.B.A.), Management & Organizational Behavior
University of California, San Diego 2000 — 2005
Bachelor's Degree, Communication and Media Studies
JPMorgan Chase Bank N.A. June 2014 - Present
Bank of America 2008 - 2013
Enterprise Rent-A-Car January 2006 - April 2008
The Coffee Bean & Tea Leaf® June 2000 - October 2005
Education
California Lutheran University 2010 — 2012
Master of Business Administration (M.B.A.), Management & Organizational Behavior
University of California, San Diego 2000 — 2005
Bachelor's Degree, Communication and Media Studies
Daniel H. Aminoff, CMB, AMP Daniel H. Aminoff, CMB, AMP's JPMorgan Chase Bank, N.A. Experience January 2008 - November 2009
Job Branch Manager, Mortgage Planner at Union Home Mortgage | Loan Consultant, Mortgage Advisor | NMLS No. 205764
Industry Real Estate
Experience
Union Home Mortgage Corp. September 2015 - Present
EverBank June 2012 - September 2015
Landmark Mews Community Association January 2010 - December 2012
Homestead Funding Corp. November 2009 - June 2012
JPMorgan Chase Bank, NA January 2008 - November 2009
WaMu June 2002 - December 2007
Old Kent Mortgage Corporation January 1985 - May 2002
Skills
Mortgage Banking, Conventional Loans, Government Loans, Jumbo Mortgage, FHA financing, VA Lending, Refinance, First Time Home Buyers, Single Family Homes, 2-4 Units, Residential Mortgages, Mortgage Lending, NMLS Licensed, Rural Property, Condos, Divorce, Veterans Benefits, Real Estate Financing, Real Estate Transactions, New Home Purchase, New Custom Homes, Title Insurance, Loans, FHA, VA loans, Loan Origination, Construction Loans, Certified Mortgage..., VA Loans, Reverse Mortgages, Commercial Lending, FHA Financing, Relocation
Education
University of California, Davis 1980 — 1984
BA, Economics & International Relations
Union Home Mortgage Corp. September 2015 - Present
EverBank June 2012 - September 2015
Landmark Mews Community Association January 2010 - December 2012
Homestead Funding Corp. November 2009 - June 2012
JPMorgan Chase Bank, NA January 2008 - November 2009
WaMu June 2002 - December 2007
Old Kent Mortgage Corporation January 1985 - May 2002
Skills
Mortgage Banking, Conventional Loans, Government Loans, Jumbo Mortgage, FHA financing, VA Lending, Refinance, First Time Home Buyers, Single Family Homes, 2-4 Units, Residential Mortgages, Mortgage Lending, NMLS Licensed, Rural Property, Condos, Divorce, Veterans Benefits, Real Estate Financing, Real Estate Transactions, New Home Purchase, New Custom Homes, Title Insurance, Loans, FHA, VA loans, Loan Origination, Construction Loans, Certified Mortgage..., VA Loans, Reverse Mortgages, Commercial Lending, FHA Financing, Relocation
Education
University of California, Davis 1980 — 1984
BA, Economics & International Relations
Shawn Polk Jr. Shawn Polk Jr.'s JPMorgan Chase Bank, N.A. Experience March 2013 - August 2014
Job Financial Services Consultant
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
JPMorgan Chase Bank N.A. March 2013 - August 2014
Guaranteed Rate Inc August 2012 - March 2013
Chicago Park District June 2011 - August 2011
Wendell Smith Elementary School May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Customer Service, Data Entry, Research, Public Speaking, Accounting, Software Familiarity: ..., Mortgage Lending, QuickBooks, Time Management, Training, Leadership
Education
Claflin University 2008 — 2012
Bachelor's degree, Business Marketing
TIAA-CREF September 2014 - Present
JPMorgan Chase Bank N.A. March 2013 - August 2014
Guaranteed Rate Inc August 2012 - March 2013
Chicago Park District June 2011 - August 2011
Wendell Smith Elementary School May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Customer Service, Data Entry, Research, Public Speaking, Accounting, Software Familiarity: ..., Mortgage Lending, QuickBooks, Time Management, Training, Leadership
Education
Claflin University 2008 — 2012
Bachelor's degree, Business Marketing
Sandra Allen Whelan Sandra Allen Whelan's JPMorgan Chase Bank, N.A. Experience June 2010 - October 2013
Job Business Loan Processor at Park Community Credit Union
Industry Banking
Experience
Park Community Credit Union May 2014 - Present
JPMorgan Chase Bank, NA June 2010 - October 2013
JPMorgan Chase Bank, NA August 2000 - June 2010
BTS Technologies Inc October 1999 - June 2000
Skills
Loans, Banking, Loan Servicing, Quality Assurance, Microsoft Excel, Sales Support Tools, Fast food, Microsoft Office, Microsoft Word, Reporting & Analysis, Compliance, Flood, Medical Record, Student Financial Aid, Visio, Commercial Banking, Finance, Financial Analysis, Financial Services, Management, Leadership, Sales, Team Building
Education
University of Alabama 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Moody High School 1987 — 1992
High School Diploma
Park Community Credit Union May 2014 - Present
JPMorgan Chase Bank, NA June 2010 - October 2013
JPMorgan Chase Bank, NA August 2000 - June 2010
BTS Technologies Inc October 1999 - June 2000
Skills
Loans, Banking, Loan Servicing, Quality Assurance, Microsoft Excel, Sales Support Tools, Fast food, Microsoft Office, Microsoft Word, Reporting & Analysis, Compliance, Flood, Medical Record, Student Financial Aid, Visio, Commercial Banking, Finance, Financial Analysis, Financial Services, Management, Leadership, Sales, Team Building
Education
University of Alabama 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Moody High School 1987 — 1992
High School Diploma
Adam Ruggiero Adam Ruggiero's JPMorgan Chase Bank, N.A. Experience January 2014 - Present
Job Relationship Banker at JPMorgan Chase Bank N.A | Financial Analyst | Process Management | Credit Analyst
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. January 2014 - Present
Harvest Property, LLC April 2012 - March 2015
JPMorgan Chase December 2012 - December 2013
JP MORGAN CHASE July 2010 - November 2012
Capital Financial Strategies Group October 2008 - July 2010
The Home Depot June 2002 - July 2010
Education
Colorado State University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Marketing
Colorado State University 2004 — 2009
Economics, Business Administration
JPMorgan Chase Bank N.A. January 2014 - Present
Harvest Property, LLC April 2012 - March 2015
JPMorgan Chase December 2012 - December 2013
JP MORGAN CHASE July 2010 - November 2012
Capital Financial Strategies Group October 2008 - July 2010
The Home Depot June 2002 - July 2010
Education
Colorado State University 2014 — 2016
Master of Business Administration (MBA), Business Administration and Marketing
Colorado State University 2004 — 2009
Economics, Business Administration
Wanting(Avril) Chen Wanting(Avril) Chen's JPMorgan Chase Bank, N.A. Experience March 2013 - Present
Job Relationship Banker at JPMorgan Chase Bank, NA
Industry Accounting
Experience
JPMorgan Chase Bank, NA March 2013 - Present
Bank of America February 2012 - March 2013
Skills
Event Planning, Risk Management, Teamwork, •Proficient in..., •Proficient in..., •Excellent qualitative..., •Effective..., •High motivated in any..., •Dependability and..., •Ability to manage..., •Ability to work both..., Proficient in...
Education
University of California, San Diego 2007 — 2011
Bachelor, Management Science, Minored in Accounting
JPMorgan Chase Bank, NA March 2013 - Present
Bank of America February 2012 - March 2013
Skills
Event Planning, Risk Management, Teamwork, •Proficient in..., •Proficient in..., •Excellent qualitative..., •Effective..., •High motivated in any..., •Dependability and..., •Ability to manage..., •Ability to work both..., Proficient in...
Education
University of California, San Diego 2007 — 2011
Bachelor, Management Science, Minored in Accounting
Jeremy Niss Jeremy Niss's JPMorgan Chase Bank, N.A. Experience September 2011 - Present
Job Private Client Banker at J.P. Morgan Chase Bank, NA
Industry Banking
Experience
JPMorgan Chase Bank, NA September 2011 - Present
JPMorgan Chase Bank, NA January 2010 - August 2011
JPMorgan Chase Bank, NA July 2007 - December 2009
Informa Research Services August 2006 - May 2007
Mutual of America May 2005 - August 2005
Education
University at Albany, SUNY 2002 — 2006
Bachelors, Psychology
JPMorgan Chase Bank, NA September 2011 - Present
JPMorgan Chase Bank, NA January 2010 - August 2011
JPMorgan Chase Bank, NA July 2007 - December 2009
Informa Research Services August 2006 - May 2007
Mutual of America May 2005 - August 2005
Education
University at Albany, SUNY 2002 — 2006
Bachelors, Psychology
Sam Waite's JPMorgan Chase Bank, N.A. Experience January 2013 - May 2014
Job Sole Owner, President, at Affordable Adult Care and Companionship
Industry Financial Services
Experience
Affordable Adult Care and Companionship (AACC) June 2014 - Present
JPMorgan Chase Bank, NA January 2013 - May 2014
JPMorgan Chase Bank, NA June 2012 - January 2013
AT&T Mobility March 2011 - May 2012
A Wireless- Verizon Wireless Premium Retailer September 2010 - March 2011
My Query Cloud January 2009 - September 2010
Education
University of Central Florida 2008 — 2015
Associate's Degree, Business Economics
Prairie Ridge High School 2004 — 2008
High School
Affordable Adult Care and Companionship (AACC) June 2014 - Present
JPMorgan Chase Bank, NA January 2013 - May 2014
JPMorgan Chase Bank, NA June 2012 - January 2013
AT&T Mobility March 2011 - May 2012
A Wireless- Verizon Wireless Premium Retailer September 2010 - March 2011
My Query Cloud January 2009 - September 2010
Education
University of Central Florida 2008 — 2015
Associate's Degree, Business Economics
Prairie Ridge High School 2004 — 2008
High School
River Crane River Crane's JPMorgan Chase Bank, N.A. Experience March 2015 - Present
Job Financial Services & Sales Specialist, Retail Banking
Industry Banking
Experience
JPMorgan Chase Bank N.A. March 2015 - Present
Zions First National Bank April 2012 - August 2014
Bank of America April 2011 - February 2012
Bank of America September 2010 - April 2011
Walong Marketing, Inc. July 2007 - December 2009
Mandarin Gourmet May 2004 - May 2007
Cheung Kong Metal Fty. Ltd. October 1999 - July 2002
Skills
Banking, Leadership, Credit, Loans, Retail Banking, Consumer Lending, Customer Satisfaction, Small Business Lending, Sales, Customer Service, Management, Mandarin, Team Building, Credit Analysis, Commercial Banking, Retail, Finance, Financial Analysis, Lines Of Credit, International Logistics, Direct Sales, Customer Retention, Customer Insight, Loan Servicing, Chinese, Cantonese, Team Leadership, Microsoft Office, Office Administration, Building Customer..., Accounts Receivable, Managing Accounts, Order Management, Service Delivery, Wholesale Operations, Liasoning, Commercial Lending, CRM, Mortgage Lending, Credit Cards, Coaching, Deposits, Loan Origination, Relationship Management, Branch Management, Training, SBA, Salesforce.com, Communication Skills
Education
Cuesta College 2004 — 2007
Associates of Arts Degree, Business Administration and Management, General
Cuesta College 2003 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
JPMorgan Chase Bank N.A. March 2015 - Present
Zions First National Bank April 2012 - August 2014
Bank of America April 2011 - February 2012
Bank of America September 2010 - April 2011
Walong Marketing, Inc. July 2007 - December 2009
Mandarin Gourmet May 2004 - May 2007
Cheung Kong Metal Fty. Ltd. October 1999 - July 2002
Skills
Banking, Leadership, Credit, Loans, Retail Banking, Consumer Lending, Customer Satisfaction, Small Business Lending, Sales, Customer Service, Management, Mandarin, Team Building, Credit Analysis, Commercial Banking, Retail, Finance, Financial Analysis, Lines Of Credit, International Logistics, Direct Sales, Customer Retention, Customer Insight, Loan Servicing, Chinese, Cantonese, Team Leadership, Microsoft Office, Office Administration, Building Customer..., Accounts Receivable, Managing Accounts, Order Management, Service Delivery, Wholesale Operations, Liasoning, Commercial Lending, CRM, Mortgage Lending, Credit Cards, Coaching, Deposits, Loan Origination, Relationship Management, Branch Management, Training, SBA, Salesforce.com, Communication Skills
Education
Cuesta College 2004 — 2007
Associates of Arts Degree, Business Administration and Management, General
Cuesta College 2003 — 2007
Associate of Arts (A.A.), Business Administration and Management, General
Carolina Howard's JPMorgan Chase Bank, N.A. Experience August 2014 - Present
Job Personal Banker at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMORGAN Chase Bank N.A August 2014 - Present
JPMorgan Chase December 2011 - Present
JP Morgan Chase November 2008 - Present
JPMorgan Chase Bank N. A April 2013 - July 2014
NCR Colombia October 1997 - July 2001
NCR Corporation 1997 - 2001
Meals de Colombia February 1997 - October 1997
Education
Inalde 2000 — 2000
Specialist in Management Entrepreneur, Business Administration and Management, General
Universidad de Los Andes 1992 — 1997
Bachelor, Psychology
JPMORGAN Chase Bank N.A August 2014 - Present
JPMorgan Chase December 2011 - Present
JP Morgan Chase November 2008 - Present
JPMorgan Chase Bank N. A April 2013 - July 2014
NCR Colombia October 1997 - July 2001
NCR Corporation 1997 - 2001
Meals de Colombia February 1997 - October 1997
Education
Inalde 2000 — 2000
Specialist in Management Entrepreneur, Business Administration and Management, General
Universidad de Los Andes 1992 — 1997
Bachelor, Psychology
Doreen Young Doreen Young's JPMorgan Chase Bank, N.A. Experience September 2013 - September 2015
Job Senior Counsel at Citibank
Industry Law Practice
Experience
Citibank September 2015 - Present
JPMorgan Chase Bank N.A. September 2013 - September 2015
GrayRobinson, P.A. February 2012 - July 2013
Morgan Stanley Smith Barney 2003 - 2012
Holland & Knight LLP January 1995 - October 2003
Belcher, Fleece, Eckert & Geldart 1993 - January 1995
Skills
Litigation
Education
Stetson University College of Law 1991 — 1994
Juris Doctorate, Law
Berry College 1987 — 1991
Bachelor of Arts, Political Science
Armwood High School 1984 — 1987
Citibank September 2015 - Present
JPMorgan Chase Bank N.A. September 2013 - September 2015
GrayRobinson, P.A. February 2012 - July 2013
Morgan Stanley Smith Barney 2003 - 2012
Holland & Knight LLP January 1995 - October 2003
Belcher, Fleece, Eckert & Geldart 1993 - January 1995
Skills
Litigation
Education
Stetson University College of Law 1991 — 1994
Juris Doctorate, Law
Berry College 1987 — 1991
Bachelor of Arts, Political Science
Armwood High School 1984 — 1987
Maribel Reyes Maribel Reyes's JPMorgan Chase Bank, N.A. Experience 1999 - 2008
Job Data & Voice Technician at the NRB group @ Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless May 2010 - Present
Chase Home Finance 1999 - 2008
JPMorgan Chase Bank, NA 1999 - 2008
Skills
Windows Server, TCP/IP, Vendor Management, Disaster Recovery, Citrix, Active Directory, VPN, Servers, DHCP, DNS, Hardware, Management, Networking, Technical Support, Troubleshooting
Education
The Chubb Institute 1998 — 1999
Diploma, Computer Technical Support
Union County College 1992 — 1993
Master's degree, Artes Publicitarias
Universidad Autónoma de Santo Domingo 1983 — 1989
Artes Publicitarias
Verizon Wireless May 2010 - Present
Chase Home Finance 1999 - 2008
JPMorgan Chase Bank, NA 1999 - 2008
Skills
Windows Server, TCP/IP, Vendor Management, Disaster Recovery, Citrix, Active Directory, VPN, Servers, DHCP, DNS, Hardware, Management, Networking, Technical Support, Troubleshooting
Education
The Chubb Institute 1998 — 1999
Diploma, Computer Technical Support
Union County College 1992 — 1993
Master's degree, Artes Publicitarias
Universidad Autónoma de Santo Domingo 1983 — 1989
Artes Publicitarias
Brent Foster Brent Foster's JPMorgan Chase Bank, N.A. Experience October 2009 - Present
Job VP Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. October 2009 - Present
Education
Southern Arkansas University 2002 — 2005
BBA, Accounting & Finance
Eastern Arizona College 2001 — 2002
College of San Mateo 2000 — 2001
General Studies
JPMorgan Chase Bank N.A. October 2009 - Present
Education
Southern Arkansas University 2002 — 2005
BBA, Accounting & Finance
Eastern Arizona College 2001 — 2002
College of San Mateo 2000 — 2001
General Studies
Lori Tose Lori Tose's JPMorgan Chase Bank, N.A. Experience April 2013 - Present
Job Private Client Investment Associate at JPMorgan Chase Bank, NA
Industry Investment Management
Experience
JPMorgan Chase Bank, NA April 2013 - Present
JPMorgan Chase July 2011 - April 2013
JP Morgan Private Wealth Management February 2003 - July 2011
American Express Financial Advisors Inc (Ameriprise) December 1992 - December 2002
Education
The Ohio State University 1983 — 1992
Bachelor of Science Degree, Liberal Arts/English
JPMorgan Chase Bank, NA April 2013 - Present
JPMorgan Chase July 2011 - April 2013
JP Morgan Private Wealth Management February 2003 - July 2011
American Express Financial Advisors Inc (Ameriprise) December 1992 - December 2002
Education
The Ohio State University 1983 — 1992
Bachelor of Science Degree, Liberal Arts/English
Maria T Kupietz Maria T Kupietz's JPMorgan Chase Bank, N.A. Experience April 2012 - Present
Job Relationship Banker at JP Morgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA April 2012 - Present
Ibis Financial Group January 2010 - February 2011
Edward Jones June 2007 - September 2009
Mutual of Omaha March 2006 - February 2007
Education
University of Nebraska at Omaha 2005 — 2006
Master, Economics
Instituto Salesiano Maria Auxiliadora 1983 — 1995
Bachelor in Science
JPMorgan Chase Bank NA April 2012 - Present
Ibis Financial Group January 2010 - February 2011
Edward Jones June 2007 - September 2009
Mutual of Omaha March 2006 - February 2007
Education
University of Nebraska at Omaha 2005 — 2006
Master, Economics
Instituto Salesiano Maria Auxiliadora 1983 — 1995
Bachelor in Science
Gregory Talamo Gregory Talamo's JPMorgan Chase Bank, N.A. Experience June 2011 - Present
Job Private Client Banker at JPMorgan Chase Bank, NA
Industry Financial Services
Experience
JPMorgan Chase Bank, NA June 2011 - Present
JPMorgan Chase Bank, NA February 2007 - June 2011
Macy's June 2004 - February 2007
Skills
Investment Management, Private Clients, Investment Banking, Sales, Credit, Private Banking, Mortgage Lending, Loans, Investment Strategies, Investments, Banking, Alternative Investments, Series 63, Credit Analysis, Relationship Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
The University of Connecticut School of Business 2001 — 2005
Bachelor of Science (BS), Marketing/Marketing Management, General
Floral Park Memorial 1995 — 2001
JPMorgan Chase Bank, NA June 2011 - Present
JPMorgan Chase Bank, NA February 2007 - June 2011
Macy's June 2004 - February 2007
Skills
Investment Management, Private Clients, Investment Banking, Sales, Credit, Private Banking, Mortgage Lending, Loans, Investment Strategies, Investments, Banking, Alternative Investments, Series 63, Credit Analysis, Relationship Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
The University of Connecticut School of Business 2001 — 2005
Bachelor of Science (BS), Marketing/Marketing Management, General
Floral Park Memorial 1995 — 2001
George Racanelli's JPMorgan Chase Bank, N.A. Experience September 2014 - Present
Job Relationship Banker
Industry Financial Services
Experience
JPMorgan Chase Bank NA September 2014 - Present
Sentinel Solutions May 2013 - September 2014
Douglas Elliman Real Estate January 2010 - May 2013
Phi Kappa Tau Business Fraternity September 2012 - April 2013
Education
University at Buffalo 2009 — 2013
BS, Business Management: International Business
Paul D. Schreiber Senior High School 2005 — 2009
High School Diploma
JPMorgan Chase Bank NA September 2014 - Present
Sentinel Solutions May 2013 - September 2014
Douglas Elliman Real Estate January 2010 - May 2013
Phi Kappa Tau Business Fraternity September 2012 - April 2013
Education
University at Buffalo 2009 — 2013
BS, Business Management: International Business
Paul D. Schreiber Senior High School 2005 — 2009
High School Diploma
Mohammed Eid Mohammed Eid's JPMorgan Chase Bank, N.A. Experience April 2013 - Present
Job Vice President Private Client Advisor, JP Morgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. April 2013 - Present
Citi Personal Wealth Management October 2010 - December 2011
Banc of America Investments / Merrill Lynch June 2008 - March 2010
John Hancock May 2005 - June 2008
Morgan Stanley September 2003 - November 2004
Education
University of California, Irvine 2012 — 2012
CFP Accelerated Program, Personal Financial Planning
Arab Academy for Science, Technology and Maritime Transport
B.Eng, Computer Engineering
JPMorgan Chase Bank N.A. April 2013 - Present
Citi Personal Wealth Management October 2010 - December 2011
Banc of America Investments / Merrill Lynch June 2008 - March 2010
John Hancock May 2005 - June 2008
Morgan Stanley September 2003 - November 2004
Education
University of California, Irvine 2012 — 2012
CFP Accelerated Program, Personal Financial Planning
Arab Academy for Science, Technology and Maritime Transport
B.Eng, Computer Engineering
Vivien Ong Vivien Ong's JPMorgan Chase Bank, N.A. Experience October 2012 - Present
Job Relationship Banker/Small Business Specialist at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. October 2012 - Present
JPMorgan Chase Bank N.A. June 2011 - October 2012
JPMorgan Chase Bank N.A. August 2010 - June 2011
RSVP ADT Security Systems March 2007 - June 2008
Chinatrust Bank May 2005 - January 2007
Education
California State Polytechnic University-Pomona 2009 — 2011
BA, Public Relations, Communications
Mount San Antonio College 2005 — 2008
AA, Communication
Taipei American School
Highschool
JPMorgan Chase Bank N.A. October 2012 - Present
JPMorgan Chase Bank N.A. June 2011 - October 2012
JPMorgan Chase Bank N.A. August 2010 - June 2011
RSVP ADT Security Systems March 2007 - June 2008
Chinatrust Bank May 2005 - January 2007
Education
California State Polytechnic University-Pomona 2009 — 2011
BA, Public Relations, Communications
Mount San Antonio College 2005 — 2008
AA, Communication
Taipei American School
Highschool
Kevin M Ryan's JPMorgan Chase Bank, N.A. Experience August 1995 - Present
Job Executive Director Escrow Services at JPMorgan Chase Bank, NA
Industry Banking
Experience
JPMorgan Chase Bank, NA August 1995 - Present
Skills
Banking, Cash Flow
Education
University of Notre Dame 1992 — 1995
B.A., Economics
JPMorgan Chase Bank, NA August 1995 - Present
Skills
Banking, Cash Flow
Education
University of Notre Dame 1992 — 1995
B.A., Economics
Daniel Slade Daniel Slade's JPMorgan Chase Bank, N.A. Experience April 2011 - Present
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. April 2011 - Present
H&R Block December 2009 - March 2011
West Mark Credit Union May 2010 - December 2010
Brigham Young University - Idaho September 2009 - April 2010
Education
Brigham Young University - Idaho 2007 — 2009
JPMorgan Chase Bank N.A. April 2011 - Present
H&R Block December 2009 - March 2011
West Mark Credit Union May 2010 - December 2010
Brigham Young University - Idaho September 2009 - April 2010
Education
Brigham Young University - Idaho 2007 — 2009
Karen L. Murphy, CFP® Karen L. Murphy, CFP®'s JPMorgan Chase Bank, N.A. Experience July 2013 - June 2014
Job Executive Director at JPMorgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities LLC July 2014 - Present
JPMorgan Chase Bank NA July 2013 - June 2014
JPMorgan Chase Bank NA August 2010 - June 2013
ALAN (K)IZOR & PARTNERS CONSULTING, LLC May 2009 - June 2010
Union Bank of California March 2006 - December 2008
Citicorp Investment Services 2003 - 2005
Wells Fargo Investments 1991 - 2003
Education
University of Nevada Las Vegas Lee Business School
BS, Marketing
JP Morgan Securities LLC July 2014 - Present
JPMorgan Chase Bank NA July 2013 - June 2014
JPMorgan Chase Bank NA August 2010 - June 2013
ALAN (K)IZOR & PARTNERS CONSULTING, LLC May 2009 - June 2010
Union Bank of California March 2006 - December 2008
Citicorp Investment Services 2003 - 2005
Wells Fargo Investments 1991 - 2003
Education
University of Nevada Las Vegas Lee Business School
BS, Marketing
Christopher Benchik Christopher Benchik's JPMorgan Chase Bank, N.A. Experience March 2011 - Present
Job Vice President Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. March 2011 - Present
JPMorgan Chase September 2009 - March 2011
Commerce One Financial May 2009 - August 2009
First Investors Corporation January 2008 - May 2008
Adam+Eve October 2007 - January 2008
CIT June 2007 - October 2007
cambridge life agency inc January 2005 - September 2005
Education
Baruch College 2005 — 2008
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase Bank N.A. March 2011 - Present
JPMorgan Chase September 2009 - March 2011
Commerce One Financial May 2009 - August 2009
First Investors Corporation January 2008 - May 2008
Adam+Eve October 2007 - January 2008
CIT June 2007 - October 2007
cambridge life agency inc January 2005 - September 2005
Education
Baruch College 2005 — 2008
Bachelor of Business Administration (BBA), Finance
Rena Guagenti Rena Guagenti's JPMorgan Chase Bank, N.A. Experience April 2014 - December 2014
Job Senior Associate, Discover Financial
Industry Financial Services
Experience
Discover Financial Services December 2014 - Present
JPMorgan Chase Bank, NA April 2014 - December 2014
JPMorgan Chase Bank, NA October 2011 - March 2014
TCF Bank April 2009 - October 2011
Education
University of Illinois at Chicago 2013 — 2015
Masters of Education, Measurements, Evaluation, Statistics, and Assessments, 4.0 GPA
University of Illinois at Chicago 2007 — 2011
Bachelor of Arts, Applied Psychology & Criminology, Law, and Justice; Minor: Communications, GPA, 3.8
Discover Financial Services December 2014 - Present
JPMorgan Chase Bank, NA April 2014 - December 2014
JPMorgan Chase Bank, NA October 2011 - March 2014
TCF Bank April 2009 - October 2011
Education
University of Illinois at Chicago 2013 — 2015
Masters of Education, Measurements, Evaluation, Statistics, and Assessments, 4.0 GPA
University of Illinois at Chicago 2007 — 2011
Bachelor of Arts, Applied Psychology & Criminology, Law, and Justice; Minor: Communications, GPA, 3.8
Michael Radzwilla's JPMorgan Chase Bank, N.A. Experience December 2014 - Present
Job Relationship Banker at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. December 2014 - Present
Education
Ithaca College 2009 — 2012
Bachelor of Arts, Philosophy-Religion
Ithaca College 2009 — 2012
Bachelor of Arts, Music-Voice
JPMorgan Chase Bank N.A. December 2014 - Present
Education
Ithaca College 2009 — 2012
Bachelor of Arts, Philosophy-Religion
Ithaca College 2009 — 2012
Bachelor of Arts, Music-Voice
Dayne Comrie Dayne Comrie's JPMorgan Chase Bank, N.A. Experience March 2013 - Present
Job Relationship Banker Small Business Specialist at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA March 2013 - Present
Wells Fargo Bank February 2011 - March 2013
Northwestern Mutual August 2009 - January 2011
JL Design INC September 2008 - July 2009
Wells Fargo Bank June 2007 - August 2007
Education
University of California, Irvine 2004 — 2008
Social Science, Political Science, Business Management, Economics
Hart high school
JPMorgan Chase Bank NA March 2013 - Present
Wells Fargo Bank February 2011 - March 2013
Northwestern Mutual August 2009 - January 2011
JL Design INC September 2008 - July 2009
Wells Fargo Bank June 2007 - August 2007
Education
University of California, Irvine 2004 — 2008
Social Science, Political Science, Business Management, Economics
Hart high school
James Glass James Glass's JPMorgan Chase Bank, N.A. Experience November 2011 - Present
Job JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. November 2011 - Present
Morgan Stanley Smith Barney January 2011 - December 2011
JP Morgan Chase 2008 - 2010
Education
City University of New York-College of Staten Island 2002 — 2008
B.S., Finance
St. Francis College
Bachelor of Science (BS), Finance and Financial Management Services
JPMorgan Chase Bank N.A. November 2011 - Present
Morgan Stanley Smith Barney January 2011 - December 2011
JP Morgan Chase 2008 - 2010
Education
City University of New York-College of Staten Island 2002 — 2008
B.S., Finance
St. Francis College
Bachelor of Science (BS), Finance and Financial Management Services
Jason Zivich Jason Zivich's JPMorgan Chase Bank, N.A. Experience July 2012 - Present
Job VP, Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. July 2012 - Present
Wells Fargo Advisors, LLC February 2011 - July 2012
Merrill Lynch January 2009 - January 2011
Holliday Fenoglio Fowler September 2006 - November 2008
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science
JPMorgan Chase Bank N.A. July 2012 - Present
Wells Fargo Advisors, LLC February 2011 - July 2012
Merrill Lynch January 2009 - January 2011
Holliday Fenoglio Fowler September 2006 - November 2008
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science
Danielle Weibel Danielle Weibel's JPMorgan Chase Bank, N.A. Experience July 2011 - Present
Job Relationship Banker, JPMorgan Chase Bank N.A 300 Hamilton Ave, Palo Alto, Ca 94301
Industry Recreational Facilities and Services
Experience
JPMorgan Chase Bank N.A. July 2011 - Present
Restaurants Unlimited August 2009 - May 2011
Dudum Sports and Entertainment June 2008 - August 2009
Butte College August 2007 - May 2008
Outback Steakhouse May 2006 - May 2008
Canyon Oaks Country Club May 2006 - October 2007
Chico Outlaws Baseball May 2007 - September 2007
Skills
Food & Beverage, Training, Customer Service, Restaurants, Sales, Management, Employee Relations, Employee Training, Banquets, Data Entry, Project Planning, Hiring, Food, Accounting, Event Planning, Event Management, Social Media, Hospitality, Time Management, Social Media Marketing
Education
California State University-Chico 2004 — 2008
Bachelor of Science (B.S.), Parks, Recreation and Leisure Studies
University of California, Berkeley
JPMorgan Chase Bank N.A. July 2011 - Present
Restaurants Unlimited August 2009 - May 2011
Dudum Sports and Entertainment June 2008 - August 2009
Butte College August 2007 - May 2008
Outback Steakhouse May 2006 - May 2008
Canyon Oaks Country Club May 2006 - October 2007
Chico Outlaws Baseball May 2007 - September 2007
Skills
Food & Beverage, Training, Customer Service, Restaurants, Sales, Management, Employee Relations, Employee Training, Banquets, Data Entry, Project Planning, Hiring, Food, Accounting, Event Planning, Event Management, Social Media, Hospitality, Time Management, Social Media Marketing
Education
California State University-Chico 2004 — 2008
Bachelor of Science (B.S.), Parks, Recreation and Leisure Studies
University of California, Berkeley
Jon Moss Jon Moss's JPMorgan Chase Bank, N.A. Experience June 2013 - Present
Job Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. June 2013 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2001
MBA, Management Information Systems & Marketing
Manchester Business School 2000 — 2000
Specialty Business Degree, International Business/Trade/Commerce
University of Illinois at Urbana-Champaign 1993 — 1998
BA, Economics
JPMorgan Chase Bank N.A. June 2013 - Present
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2001
MBA, Management Information Systems & Marketing
Manchester Business School 2000 — 2000
Specialty Business Degree, International Business/Trade/Commerce
University of Illinois at Urbana-Champaign 1993 — 1998
BA, Economics
Janeau' Givens's JPMorgan Chase Bank, N.A. Experience September 2012 - June 2015
Job eServices Specialist
Industry Banking
Experience
TTCU The Credit Union June 2015 - Present
JPMorgan Chase Bank N.A. September 2012 - June 2015
Girl Scouts Of Eastern Oklahoma 2012 - 2012
JPMorgan Chase Bank N.A 2010 - 2012
JPMorgan Chase Bank N.A. 2009 - 2010
JPMorgan Chase Bank N.A 2007 - 2009
Skills
Customer Service, Microsoft Office, Leadership, Sales, Team Building, Public Speaking, Banking, Management, Strategic Planning, Credit
Education
University of Phoenix 2006 — 2010
Bachelors, Information Technology
University of Central Oklahoma 2003 — 2004
N/A, Photography
TTCU The Credit Union June 2015 - Present
JPMorgan Chase Bank N.A. September 2012 - June 2015
Girl Scouts Of Eastern Oklahoma 2012 - 2012
JPMorgan Chase Bank N.A 2010 - 2012
JPMorgan Chase Bank N.A. 2009 - 2010
JPMorgan Chase Bank N.A 2007 - 2009
Skills
Customer Service, Microsoft Office, Leadership, Sales, Team Building, Public Speaking, Banking, Management, Strategic Planning, Credit
Education
University of Phoenix 2006 — 2010
Bachelors, Information Technology
University of Central Oklahoma 2003 — 2004
N/A, Photography
John Amstutz's JPMorgan Chase Bank, N.A. Experience March 2010 - December 2013
Job Account Manager at Exponent Technologies
Industry Financial Services
Experience
Exponent Technologies August 2014 - Present
Sunera LLC March 2014 - August 2014
JPMorgan Chase Bank N.A. March 2010 - December 2013
Nexiant - American Airlines January 2008 - March 2010
Ford Motor Credit Company May 2007 - October 2008
GE Capital September 2003 - May 2007
Carlo Gavazzi Automation January 2000 - September 2003
Omron Electronics January 1998 - January 2000
Keyence Corporation August 1994 - December 1998
VWR International June 1986 - August 1994
Skills
Mortgage Lending, Credit, Training, Risk Management, Customer Satisfaction, Management, Leadership, Sales, Banking, Account Management, Forecasting, Negotiation, Call Centers, Customer Service, Sales Management, Team Leadership, Strategic Planning, Process Improvement, Finance, Sales Operations, Coaching, Software Documentation, Team Building, Analysis, Loans, Vendor Management, Operations Management, Project Planning, Loss Mitigation, Time Management, Loan Servicing, Performance Management, Relationship Management, Business Process..., Mortgage Banking, Loan Origination, Contract Negotiation, FHA, Credit Analysis, Underwriting, Consumer Lending, Refinance, Credit Risk, Portfolio Management, Employee Relations, Residential Mortgages
Education
Collin County Community College 1986 — 1988
Liberal Arts, 3.0
Delaware County Community College
Liberal Arts
Exponent Technologies August 2014 - Present
Sunera LLC March 2014 - August 2014
JPMorgan Chase Bank N.A. March 2010 - December 2013
Nexiant - American Airlines January 2008 - March 2010
Ford Motor Credit Company May 2007 - October 2008
GE Capital September 2003 - May 2007
Carlo Gavazzi Automation January 2000 - September 2003
Omron Electronics January 1998 - January 2000
Keyence Corporation August 1994 - December 1998
VWR International June 1986 - August 1994
Skills
Mortgage Lending, Credit, Training, Risk Management, Customer Satisfaction, Management, Leadership, Sales, Banking, Account Management, Forecasting, Negotiation, Call Centers, Customer Service, Sales Management, Team Leadership, Strategic Planning, Process Improvement, Finance, Sales Operations, Coaching, Software Documentation, Team Building, Analysis, Loans, Vendor Management, Operations Management, Project Planning, Loss Mitigation, Time Management, Loan Servicing, Performance Management, Relationship Management, Business Process..., Mortgage Banking, Loan Origination, Contract Negotiation, FHA, Credit Analysis, Underwriting, Consumer Lending, Refinance, Credit Risk, Portfolio Management, Employee Relations, Residential Mortgages
Education
Collin County Community College 1986 — 1988
Liberal Arts, 3.0
Delaware County Community College
Liberal Arts
Christian Filimon's JPMorgan Chase Bank, N.A. Experience November 2011 - Present
Job Investment Associate at J.P. Morgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. November 2011 - Present
TIGER SCHULMANNS MIXED MARTIAL ARTS February 2010 - June 2011
HSBC Securities July 2008 - March 2009
TD Ameritrade June 2007 - June 2008
Morgan Stanley Smith Barney May 2006 - June 2007
Indiana University Bloomington August 2002 - May 2005
Visiting Nurse Service of New York May 2001 - December 2001
Education
Indiana University Bloomington 2002 — 2005
Bachelor of Science, Management
Indiana University 2001 — 2005
Bachelor of Science, 2005
Frankfurt International School 1994 — 1998
High School Diploma, HS Diploma
Boston University
Financial Plannng, Financial Planning and Services
JPMorgan Chase Bank N.A. November 2011 - Present
TIGER SCHULMANNS MIXED MARTIAL ARTS February 2010 - June 2011
HSBC Securities July 2008 - March 2009
TD Ameritrade June 2007 - June 2008
Morgan Stanley Smith Barney May 2006 - June 2007
Indiana University Bloomington August 2002 - May 2005
Visiting Nurse Service of New York May 2001 - December 2001
Education
Indiana University Bloomington 2002 — 2005
Bachelor of Science, Management
Indiana University 2001 — 2005
Bachelor of Science, 2005
Frankfurt International School 1994 — 1998
High School Diploma, HS Diploma
Boston University
Financial Plannng, Financial Planning and Services
Kevin Brereton Kevin Brereton's JPMorgan Chase Bank, N.A. Experience June 2011 - Present
Job Private Client Banker at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. June 2011 - Present
Concordia University Irvine May 2009 - May 2013
Impact Lacrosse May 2011 - August 2011
Monarch Precision Deburring July 2010 - June 2011
Jack Keeter & Associates September 2009 - June 2010
Concordia University - Irvine September 2009 - November 2009
Echo Media Group June 2009 - August 2009
Orange County Council, Boy Scouts of America January 2009 - April 2009
Allied Advertising Agency August 2008 - December 2008
CBS Corporation June 2007 - August 2007
Education
Concordia University Irvine 2005 — 2009
Communications, Public Speaking, Marketing, Public Relations
JPMorgan Chase Bank N.A. June 2011 - Present
Concordia University Irvine May 2009 - May 2013
Impact Lacrosse May 2011 - August 2011
Monarch Precision Deburring July 2010 - June 2011
Jack Keeter & Associates September 2009 - June 2010
Concordia University - Irvine September 2009 - November 2009
Echo Media Group June 2009 - August 2009
Orange County Council, Boy Scouts of America January 2009 - April 2009
Allied Advertising Agency August 2008 - December 2008
CBS Corporation June 2007 - August 2007
Education
Concordia University Irvine 2005 — 2009
Communications, Public Speaking, Marketing, Public Relations
Dexter Morrison's JPMorgan Chase Bank, N.A. Experience August 2009 - Present
Job Private Client Banker at JP Morgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. August 2009 - Present
New England Financial February 2008 - August 2009
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Business Administration and Management, General
SOUTH SHORE HIGH SCHOOL
JPMorgan Chase Bank N.A. August 2009 - Present
New England Financial February 2008 - August 2009
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Business Administration and Management, General
SOUTH SHORE HIGH SCHOOL
Colin Cumbie Colin Cumbie's JPMorgan Chase Bank, N.A. Experience August 2010 - September 2014
Job Mechanical Engineering Student
Industry Mechanical or Industrial Engineering
Experience
JPMorgan Chase Bank NA August 2010 - September 2014
Tele-Rep June 2007 - August 2010
Skills
Customer Service, Management, Microsoft Office, Sales, Microsoft Excel, Project Management, Social Media, Marketing, Leadership, Banking, Credit, Loans
Education
University of Oklahoma 2015 — 2018
Bachelor of Science (B.S.), Mechanical Engineering
University of Oklahoma 2003 — 2007
Bacherlor of Business Administration, Business Administration and Management, General
JPMorgan Chase Bank NA August 2010 - September 2014
Tele-Rep June 2007 - August 2010
Skills
Customer Service, Management, Microsoft Office, Sales, Microsoft Excel, Project Management, Social Media, Marketing, Leadership, Banking, Credit, Loans
Education
University of Oklahoma 2015 — 2018
Bachelor of Science (B.S.), Mechanical Engineering
University of Oklahoma 2003 — 2007
Bacherlor of Business Administration, Business Administration and Management, General
Sheryll Nery Sheryll Nery's JPMorgan Chase Bank, N.A. Experience September 2013 - Present
Job Relationship Banker
Industry Banking
Experience
JPMorgan Chase Bank, NA September 2013 - Present
Independent Capital Management August 2012 - May 2013
iDEA: International Development Expansion Association May 2012 - August 2012
Skills
Mortgage Lending, Banking, Investments, Loans, Credit, Finance, Retail Banking, Financial Analysis, Consumer Lending, Credit Analysis
Education
UCLA 2010 — 2012
Bachelor’s Degree, Physics
University of California, Los Angeles 2010 — 2012
Bachelor's degree, Physics
JPMorgan Chase Bank, NA September 2013 - Present
Independent Capital Management August 2012 - May 2013
iDEA: International Development Expansion Association May 2012 - August 2012
Skills
Mortgage Lending, Banking, Investments, Loans, Credit, Finance, Retail Banking, Financial Analysis, Consumer Lending, Credit Analysis
Education
UCLA 2010 — 2012
Bachelor’s Degree, Physics
University of California, Los Angeles 2010 — 2012
Bachelor's degree, Physics
Diana Espinel Diana Espinel's JPMorgan Chase Bank, N.A. Experience July 2015 - Present
Job Branch Manager at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. July 2015 - Present
JPMorgan Chase Bank N.A. November 2013 - July 2015
BB&T October 2011 - October 2013
Skills
Banking, Retail Banking, Loans, Investments, Consumer Lending, Mortgage Lending
Education
UC Santa Cruz 2004 — 2008
Bachelor's degree, Business/Managerial Economics
Ashford University
Master of Business Administration (M.B.A.), Finance, General
JPMorgan Chase Bank N.A. July 2015 - Present
JPMorgan Chase Bank N.A. November 2013 - July 2015
BB&T October 2011 - October 2013
Skills
Banking, Retail Banking, Loans, Investments, Consumer Lending, Mortgage Lending
Education
UC Santa Cruz 2004 — 2008
Bachelor's degree, Business/Managerial Economics
Ashford University
Master of Business Administration (M.B.A.), Finance, General
Joshua Pomerantz Joshua Pomerantz's JPMorgan Chase Bank, N.A. Experience August 2012 - February 2014
Job Commercial Acquisitions
Industry Real Estate
Experience
HPNY May 2014 - Present
JPMorgan Chase Bank NA August 2012 - February 2014
Morgan Stanley Smith Barney July 2011 - September 2011
Mr Youth January 2011 - July 2011
SkyRock Equities LLC May 2009 - May 2010
Empire Sobro Realty June 2007 - April 2009
Skills
Real Estate, Market Research, Marketing, Social Networking, Investments, Financial Analysis, Investors, Sales, Microsoft Excel, Finance, Entrepreneurship, Property, Management, Financial Modeling, Microsoft Office, Microsoft Word, Commercial Real Estate
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
"BS", Management, focus in Entrepreneurship
HPNY May 2014 - Present
JPMorgan Chase Bank NA August 2012 - February 2014
Morgan Stanley Smith Barney July 2011 - September 2011
Mr Youth January 2011 - July 2011
SkyRock Equities LLC May 2009 - May 2010
Empire Sobro Realty June 2007 - April 2009
Skills
Real Estate, Market Research, Marketing, Social Networking, Investments, Financial Analysis, Investors, Sales, Microsoft Excel, Finance, Entrepreneurship, Property, Management, Financial Modeling, Microsoft Office, Microsoft Word, Commercial Real Estate
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
"BS", Management, focus in Entrepreneurship
Melissa L Scaduto's JPMorgan Chase Bank, N.A. Experience August 2011 - April 2015
Job Relationship Manager
Industry Financial Services
Experience
Bank of America June 2015 - Present
JPMorgan Chase Bank N.A. August 2011 - April 2015
Houlihan's Restaurants, Inc. August 2008 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Management, Team Building, Sales, Financial Analysis, Finance, Leadership, At Multitasking, B2B Marketing, Employee Training, Training Management, Training Material, Relationship Management, Relationship Building, Referrals, Cross Selling, Hospitality Management
Education
Catawba College 2015 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Strayer University 2013 — 2015
Associate's Degree, Business Administration and Management, General, 3.48
Bank of America June 2015 - Present
JPMorgan Chase Bank N.A. August 2011 - April 2015
Houlihan's Restaurants, Inc. August 2008 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Marketing, Management, Team Building, Sales, Financial Analysis, Finance, Leadership, At Multitasking, B2B Marketing, Employee Training, Training Management, Training Material, Relationship Management, Relationship Building, Referrals, Cross Selling, Hospitality Management
Education
Catawba College 2015 — 2017
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Strayer University 2013 — 2015
Associate's Degree, Business Administration and Management, General, 3.48
Enrico Santos's JPMorgan Chase Bank, N.A. Experience July 2011 - June 2015
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2015 - Present
JPMorgan Chase Bank N.A. July 2011 - June 2015
Skills
Sales & Marketing, Business Development, New Account Acquisition, Sales Prospecting, New Account Growth, Life Insurance, Securities, Asset Management, Leadership, Marketing, Microsoft Office, Banking, Sales, Finance, Customer Service, Financial Services, Financial Analysis
Education
Azusa Pacific University 2004 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Edward Jones June 2015 - Present
JPMorgan Chase Bank N.A. July 2011 - June 2015
Skills
Sales & Marketing, Business Development, New Account Acquisition, Sales Prospecting, New Account Growth, Life Insurance, Securities, Asset Management, Leadership, Marketing, Microsoft Office, Banking, Sales, Finance, Customer Service, Financial Services, Financial Analysis
Education
Azusa Pacific University 2004 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, General
Joseph Laskaj Joseph Laskaj's JPMorgan Chase Bank, N.A. Experience January 2007 - March 2015
Job Account Manager at Cedra Specialty Pharmacy
Industry Pharmaceuticals
Experience
Cedra Pharmacy April 2015 - Present
JPMorgan Chase Bank N.A. January 2007 - March 2015
Skills
Contract Negotiation, Event Management, Financial Planning, Hospitals, Microsoft Word, Sales Management, Marketing Communications, Social Media, Time Management
Education
Fordham University
Cedra Pharmacy April 2015 - Present
JPMorgan Chase Bank N.A. January 2007 - March 2015
Skills
Contract Negotiation, Event Management, Financial Planning, Hospitals, Microsoft Word, Sales Management, Marketing Communications, Social Media, Time Management
Education
Fordham University
Jacob Watkins Jacob Watkins's JPMorgan Chase Bank, N.A. Experience November 2010 - April 2014
Job Associate at J.P. Morgan Securities
Industry Investment Banking
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan April 2014 - April 2015
JPMorgan Chase Bank N.A. November 2010 - April 2014
Aflac December 2008 - July 2010
Skills
Credit, Private Banking, Customer Service, Securities, Loans, Sales, Relationship Management
Education
Illinois State University 2000 — 2005
BS, Criminal Justice
J.P. Morgan April 2015 - Present
J.P. Morgan April 2014 - April 2015
JPMorgan Chase Bank N.A. November 2010 - April 2014
Aflac December 2008 - July 2010
Skills
Credit, Private Banking, Customer Service, Securities, Loans, Sales, Relationship Management
Education
Illinois State University 2000 — 2005
BS, Criminal Justice
Dominic Messina's JPMorgan Chase Bank, N.A. Experience May 2011 - July 2015
Job Client Advisor at Evanston Advisors
Industry Financial Services
Experience
Evanston Advisors August 2015 - Present
JPMorgan Chase Bank N.A. May 2011 - July 2015
Edward Jones June 2010 - June 2011
United States Army 2003 - 2010
Skills
Financial Planning, Finance, Management, Marketing, Leadership, Money Guide Pro, Team Building, Strategic Planning, Financial Analysis, Microsoft Excel, Investments, Sales, Regulatory Compliance, Office Management, Microsoft CRM, Microsoft Office
Education
Saint Xavier University 2011 — 2014
Master of Business Administration (MBA), Financial Planning
Columbia College 2008 — 2010
Bachelor of Science (BS), Finance, General
Northern Illinois University 1998 — 2002
Evanston Advisors August 2015 - Present
JPMorgan Chase Bank N.A. May 2011 - July 2015
Edward Jones June 2010 - June 2011
United States Army 2003 - 2010
Skills
Financial Planning, Finance, Management, Marketing, Leadership, Money Guide Pro, Team Building, Strategic Planning, Financial Analysis, Microsoft Excel, Investments, Sales, Regulatory Compliance, Office Management, Microsoft CRM, Microsoft Office
Education
Saint Xavier University 2011 — 2014
Master of Business Administration (MBA), Financial Planning
Columbia College 2008 — 2010
Bachelor of Science (BS), Finance, General
Northern Illinois University 1998 — 2002
Jason Duley Jason Duley's JPMorgan Chase Bank, N.A. Experience October 2014 - September 2015
Job Associate Banker, Law Firm Group, Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank September 2015 - Present
JPMorgan Chase Bank N.A. October 2014 - September 2015
J.P. Morgan September 2011 - October 2014
JPMorgan Chase Bank N.A. April 2010 - September 2011
JPMorgan Chase Bank N.A. October 2008 - April 2010
Best Western Concorde Club January 2006 - May 2008
Office Max August 2002 - December 2005
Education
DePaul University
Bachelors of Science, Finance
Citi Private Bank September 2015 - Present
JPMorgan Chase Bank N.A. October 2014 - September 2015
J.P. Morgan September 2011 - October 2014
JPMorgan Chase Bank N.A. April 2010 - September 2011
JPMorgan Chase Bank N.A. October 2008 - April 2010
Best Western Concorde Club January 2006 - May 2008
Office Max August 2002 - December 2005
Education
DePaul University
Bachelors of Science, Finance
Timothy Casino Timothy Casino's JPMorgan Chase Bank, N.A. Experience May 2010 - Present
Job Assistant VP Private Client Banker
Industry Banking
Experience
JPMorgan Chase Bank N.A. May 2010 - Present
Citi May 2001 - March 2010
Wells Fargo August 1995 - December 2000
Urbancorp Investment Services, Inc. 1991 - 1993
Education
University of the Philippines 1985 — 1990
Bachelor of Science (BS), Hotel and Restaurant Administration
Ateneo de Davao University 1981 — 1985
High School
Ateneo de Davao University 1975 — 1981
Elementary
JPMorgan Chase Bank N.A. May 2010 - Present
Citi May 2001 - March 2010
Wells Fargo August 1995 - December 2000
Urbancorp Investment Services, Inc. 1991 - 1993
Education
University of the Philippines 1985 — 1990
Bachelor of Science (BS), Hotel and Restaurant Administration
Ateneo de Davao University 1981 — 1985
High School
Ateneo de Davao University 1975 — 1981
Elementary
Lisa Tymann Lisa Tymann's JPMorgan Chase Bank, N.A. Experience March 2015 - September 2015
Job Vice President, Assistant General Counsel at JPMorgan Chase Bank N.A.
Industry Legal Services
Experience
JPMorgan Chase Bank N.A. March 2015 - September 2015
Morrison & Foerster LLP June 2003 - February 2015
Clifford Chance US LLP December 1997 - May 2003
Education
Boston University School of Law 1993 — 1996
Juris Doctor (J.D.)
Hamilton College 1988 — 1992
B.A., History
JPMorgan Chase Bank N.A. March 2015 - September 2015
Morrison & Foerster LLP June 2003 - February 2015
Clifford Chance US LLP December 1997 - May 2003
Education
Boston University School of Law 1993 — 1996
Juris Doctor (J.D.)
Hamilton College 1988 — 1992
B.A., History
Justin Beerman Justin Beerman's JPMorgan Chase Bank, N.A. Experience November 2013 - Present
Job at JPMorgan Chase, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. November 2013 - Present
Foothill Hoops June 2013 - August 2013
Miles, Bauer, Bergstrom & Winters, LLP April 2011 - June 2013
Hollins Law November 2009 - March 2011
Education
California State University-Fullerton 2005 — 2010
Bachelor of Arts (B.A.), History
California State University-Fullerton 2005 — 2010
Minor, Politics, Law, and Society
California State University-Fullerton - College of Business and Economics 2005 — 2010
Minor, Business Administration and Management, General
JPMorgan Chase Bank N.A. November 2013 - Present
Foothill Hoops June 2013 - August 2013
Miles, Bauer, Bergstrom & Winters, LLP April 2011 - June 2013
Hollins Law November 2009 - March 2011
Education
California State University-Fullerton 2005 — 2010
Bachelor of Arts (B.A.), History
California State University-Fullerton 2005 — 2010
Minor, Politics, Law, and Society
California State University-Fullerton - College of Business and Economics 2005 — 2010
Minor, Business Administration and Management, General
Felipe Landeros Jr.'s JPMorgan Chase Bank, N.A. Experience September 2012 - Present
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. September 2012 - Present
Northwestern Mutual 2011 - August 2012
Northwestern Mutual May 2011 - November 2011
Education
California State University-Fullerton 2008 — 2011
B.A., Marketing
Chaffey College 2004 — 2007
A.A., General Education
JPMorgan Chase Bank N.A. September 2012 - Present
Northwestern Mutual 2011 - August 2012
Northwestern Mutual May 2011 - November 2011
Education
California State University-Fullerton 2008 — 2011
B.A., Marketing
Chaffey College 2004 — 2007
A.A., General Education
Lindsay Gall's JPMorgan Chase Bank, N.A. Experience March 2010 - Present
Job Private Client Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Bank NA March 2010 - Present
Education
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Business Administration and Management, General
JPMorgan Chase Bank NA March 2010 - Present
Education
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Business Administration and Management, General
Brendan Korb Brendan Korb's JPMorgan Chase Bank, N.A. Experience June 2011 - Present
Job Vice President & Senior Underwriter at JPMORGAN CHASE BANK, N.A.,
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. June 2011 - Present
Royal Bank of Scotland April 2010 - June 2011
ABN AMRO Bank N.V. October 1994 - April 2010
Skills
Banking, Credit Analysis, Credit Risk, Capital Markets, Structured Finance, Credit, Financial Analysis, Financial Risk, Corporate Finance, Financial Modeling, Financial Structuring, Mortgage Lending, Portfolio Management, Loans, Risk Management, Investment Banking, Commercial Banking, Underwriting, Commercial Lending, Due Diligence, Loan Origination
Education
DePaul University
The University of Chicago
JPMorgan Chase Bank N.A. June 2011 - Present
Royal Bank of Scotland April 2010 - June 2011
ABN AMRO Bank N.V. October 1994 - April 2010
Skills
Banking, Credit Analysis, Credit Risk, Capital Markets, Structured Finance, Credit, Financial Analysis, Financial Risk, Corporate Finance, Financial Modeling, Financial Structuring, Mortgage Lending, Portfolio Management, Loans, Risk Management, Investment Banking, Commercial Banking, Underwriting, Commercial Lending, Due Diligence, Loan Origination
Education
DePaul University
The University of Chicago
Scot N. Turvey Scot N. Turvey's JPMorgan Chase Bank, N.A. Experience June 2011 - Present
Job Private Client Advisor at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. June 2011 - Present
JPMorgan Chase Bank N.A. June 2005 - June 2011
Education
Lewis University 2009 — 2010
MBA, Accounting
Aurora University 2001 — 2005
Bachelor of Arts, Business Management, Political Science, International Relations
JPMorgan Chase Bank N.A. June 2011 - Present
JPMorgan Chase Bank N.A. June 2005 - June 2011
Education
Lewis University 2009 — 2010
MBA, Accounting
Aurora University 2001 — 2005
Bachelor of Arts, Business Management, Political Science, International Relations
Elvyra Milliken's JPMorgan Chase Bank, N.A. Experience November 2013 - Present
Job Relationship banker at JPMorgan Chase bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A November 2013 - Present
JPMorgan Chase bank N.A. January 2013 - Present
JPMorgan Chase August 2011 - December 2012
Sal Grosso July 2011 - August 2011
Woodridge Productions May 2011 - July 2011
Prime, Atlanta February 2011 - April 2011
Carrabba's Italian Grill August 2008 - February 2011
APG August 2008 - August 2009
Talbot State Bank February 2001 - June 2008
Institute of International Relations and Political Science September 1998 - January 2001
Education
West Georgia Technical College 2001 — 2001
Course taker, Marketing, Accounting
1998 — 1998
Exchange student, Management and Organization
Vilniaus Universitetas 1996 — 1998
MA, Communications
Vilniaus Universitetas 1992 — 1996
BA, Information Management
High School 1990 — 1992
High school diploma, GED
JPMorgan Chase Bank N.A November 2013 - Present
JPMorgan Chase bank N.A. January 2013 - Present
JPMorgan Chase August 2011 - December 2012
Sal Grosso July 2011 - August 2011
Woodridge Productions May 2011 - July 2011
Prime, Atlanta February 2011 - April 2011
Carrabba's Italian Grill August 2008 - February 2011
APG August 2008 - August 2009
Talbot State Bank February 2001 - June 2008
Institute of International Relations and Political Science September 1998 - January 2001
Education
West Georgia Technical College 2001 — 2001
Course taker, Marketing, Accounting
1998 — 1998
Exchange student, Management and Organization
Vilniaus Universitetas 1996 — 1998
MA, Communications
Vilniaus Universitetas 1992 — 1996
BA, Information Management
High School 1990 — 1992
High school diploma, GED
Richard Lofgren's JPMorgan Chase Bank, N.A. Experience July 2012 - May 2015
Job Managing Director / J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
US Navy Reserve December 2013 - Present
JPMorgan Chase Bank, NA July 2012 - May 2015
U.S. Navy Reserve - MCAST Squadron One December 2011 - December 2013
J.P. Morgan June 2010 - July 2012
U.S. Navy Reserve December 2009 - December 2011
FinBack Advisors, LLC November 2009 - June 2010
Capital Advisors, Inc. December 2001 - June 2010
Capital Advisors, Inc. December 2001 - June 2010
Pentecost Capital Management, Inc. December 1999 - December 2001
Education
The University of Texas at Austin 1989 — 1993
B.A.
J.P. Morgan May 2015 - Present
US Navy Reserve December 2013 - Present
JPMorgan Chase Bank, NA July 2012 - May 2015
U.S. Navy Reserve - MCAST Squadron One December 2011 - December 2013
J.P. Morgan June 2010 - July 2012
U.S. Navy Reserve December 2009 - December 2011
FinBack Advisors, LLC November 2009 - June 2010
Capital Advisors, Inc. December 2001 - June 2010
Capital Advisors, Inc. December 2001 - June 2010
Pentecost Capital Management, Inc. December 1999 - December 2001
Education
The University of Texas at Austin 1989 — 1993
B.A.
Louis Swintelski's JPMorgan Chase Bank, N.A. Experience January 2015 - July 2015
Job Executive Recruiter at CyberCoders
Industry Staffing and Recruiting
Experience
CyberCoders July 2015 - Present
JPMorgan Chase Bank N.A January 2015 - July 2015
National Planning Corporation (NPC) November 2008 - December 2014
Skills
Recruiting, Financial Recruiting, Technical Recruiting, Internet Recruiting, Benefits Negotiation, Sourcing, Talent Acquisition, Contract Recruitment, Investment Advisory..., Relationship Management, Lead Generation, Process Improvement, Networking, Financial Services, Series 7, Series 24, Series 63
Education
University of Central Florida - College of Business Administration 2003 — 2008
BS, Finance & Accounting
CyberCoders July 2015 - Present
JPMorgan Chase Bank N.A January 2015 - July 2015
National Planning Corporation (NPC) November 2008 - December 2014
Skills
Recruiting, Financial Recruiting, Technical Recruiting, Internet Recruiting, Benefits Negotiation, Sourcing, Talent Acquisition, Contract Recruitment, Investment Advisory..., Relationship Management, Lead Generation, Process Improvement, Networking, Financial Services, Series 7, Series 24, Series 63
Education
University of Central Florida - College of Business Administration 2003 — 2008
BS, Finance & Accounting
Yuman Chan's JPMorgan Chase Bank, N.A. Experience September 2013 - Present
Job Private Client Banker, AVP at JPMorgan Chase BANK, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. September 2013 - Present
JPMorgan Chase Bank N.A. April 2013 - Present
JPMorgan Chase Bank N.A. August 2010 - April 2013
MUJI U.S.A. Limited April 2009 - June 2010
Skills
Sales, Real Estate, Sales Management, Private Banking, Financial Services, Commercial Banking, Small Business Lending, Consumer Lending, Series 63, Cash Management, Manage Client..., Marketing Management, Advertising, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business
BA, Marketing/Marketing Management, General
JPMorgan Chase Bank N.A. September 2013 - Present
JPMorgan Chase Bank N.A. April 2013 - Present
JPMorgan Chase Bank N.A. August 2010 - April 2013
MUJI U.S.A. Limited April 2009 - June 2010
Skills
Sales, Real Estate, Sales Management, Private Banking, Financial Services, Commercial Banking, Small Business Lending, Consumer Lending, Series 63, Cash Management, Manage Client..., Marketing Management, Advertising, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business
BA, Marketing/Marketing Management, General
Matt Shelton's JPMorgan Chase Bank, N.A. Experience August 2006 - May 2007
Job Commercial Loan Officer at Kentucky Neighborhood Bank
Industry Banking
Experience
Kentucky Neighborhood Bank September 2009 - Present
United Bank 2007 - 2009
JPMorgan Chase Bank N.A. August 2006 - May 2007
Wells Fargo Home Mortgage/Wells Fargo Financial January 2004 - August 2006
Bank One Corporation February 2001 - January 2004
First Investors Corporation 2000 - 2001
Skills
Banking, Credit, Mortgage Lending, Financial Analysis, Finance, Credit Analysis, Customer Service, Risk Management, Loan Origination, Mortgage Banking
Education
University of Kentucky 1996 — 2000
Bachelor's degree, Finance and Financial Management Services
Campbellsville University 1995 — 1996
Kentucky Neighborhood Bank September 2009 - Present
United Bank 2007 - 2009
JPMorgan Chase Bank N.A. August 2006 - May 2007
Wells Fargo Home Mortgage/Wells Fargo Financial January 2004 - August 2006
Bank One Corporation February 2001 - January 2004
First Investors Corporation 2000 - 2001
Skills
Banking, Credit, Mortgage Lending, Financial Analysis, Finance, Credit Analysis, Customer Service, Risk Management, Loan Origination, Mortgage Banking
Education
University of Kentucky 1996 — 2000
Bachelor's degree, Finance and Financial Management Services
Campbellsville University 1995 — 1996
Alex Milman's JPMorgan Chase Bank, N.A. Experience March 2015 - Present
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Management Consulting
Experience
JPMorgan Chase Bank N.A. March 2015 - Present
Bally Total Fitness September 2003 - December 2014
Produce Market 2000 July 2002 - March 2003
L&U Furniture Industry March 2001 - June 2002
Shuttle International Corp February 1998 - February 2001
KLX Systems Inc. July 1996 - February 1998
OJSC JSCB "RUSSOBANK" April 1993 - January 1995
New Technology Marketing Group (Eastern European Branch) January 1992 - November 1993
Education
Russian State Technological University named after K.E. Tsiolkovsky (MATI) 1986 — 1992
Master of Science (MS), Electronic Engineering and Computer Science
Moscow International School of Finance and Business 1992 — 1994
Business Administration and Management, General
JPMorgan Chase Bank N.A. March 2015 - Present
Bally Total Fitness September 2003 - December 2014
Produce Market 2000 July 2002 - March 2003
L&U Furniture Industry March 2001 - June 2002
Shuttle International Corp February 1998 - February 2001
KLX Systems Inc. July 1996 - February 1998
OJSC JSCB "RUSSOBANK" April 1993 - January 1995
New Technology Marketing Group (Eastern European Branch) January 1992 - November 1993
Education
Russian State Technological University named after K.E. Tsiolkovsky (MATI) 1986 — 1992
Master of Science (MS), Electronic Engineering and Computer Science
Moscow International School of Finance and Business 1992 — 1994
Business Administration and Management, General
Eric Squires's JPMorgan Chase Bank, N.A. Experience April 2009 - Present
Job Private Client Banker at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. April 2009 - Present
Century 21 Beachside May 2007 - June 2008
Mass Minority Inc May 2006 - May 2008
Education
California State University-Fullerton 2006 — 2011
Bachelor of Arts (B.A.), Business Administration & Finance
CFA Institute
2014 Level I Candidate in the CFA Program
JPMorgan Chase Bank N.A. April 2009 - Present
Century 21 Beachside May 2007 - June 2008
Mass Minority Inc May 2006 - May 2008
Education
California State University-Fullerton 2006 — 2011
Bachelor of Arts (B.A.), Business Administration & Finance
CFA Institute
2014 Level I Candidate in the CFA Program
Kara Jakusz's JPMorgan Chase Bank, N.A. Experience 2004 - June 2011
Job Vice President Credit Officer at Wintrust Financial Corporation
Industry Banking
Experience
Wintrust Financial Corporation June 2011 - Present
JPMorgan Chase Bank N.A. 2004 - June 2011
Skills
Commercial Lending
Education
DePaul University 1998 — 2003
Wintrust Financial Corporation June 2011 - Present
JPMorgan Chase Bank N.A. 2004 - June 2011
Skills
Commercial Lending
Education
DePaul University 1998 — 2003
Robert Sacks's JPMorgan Chase Bank, N.A. Experience 1977 - 2007
Job Principal at American Capital Ltd.
Industry Financial Services
Experience
American Capital Ltd July 2007 - Present
JPMorgan Chase Bank N.A. 1977 - 2007
Skills
Private Equity, Leveraged Finance, LBO, Mergers, Venture Capital, Corporate Finance, Capital Markets, Due Diligence, Mergers & Acquisitions, Valuation, Corporate Development, Investment Banking, M&A experience, Business Valuation, Financial Modeling
Education
Bucknell University 1973 — 1977
BSBA, Business Administration and Management, General
American Capital Ltd July 2007 - Present
JPMorgan Chase Bank N.A. 1977 - 2007
Skills
Private Equity, Leveraged Finance, LBO, Mergers, Venture Capital, Corporate Finance, Capital Markets, Due Diligence, Mergers & Acquisitions, Valuation, Corporate Development, Investment Banking, M&A experience, Business Valuation, Financial Modeling
Education
Bucknell University 1973 — 1977
BSBA, Business Administration and Management, General
Rae Butts's JPMorgan Chase Bank, N.A. Experience September 2008 - Present
Job Business Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Bank, NA September 2008 - Present
Washington Mutual Bank February 2001 - September 2008
Bank United October 1996 - February 2001
FDIC June 1989 - March 1994
Skills
Leadership, Vendor Management, Process Improvement, Change Management, Business Process, Integration, SDLC, Training, Team Building, Requirements Gathering, Quality Assurance, Requirements Analysis, Analysis, Loans, Business Analysis, Financial Analysis, Data Analysis, Business Process..., Business Intelligence, System Administration, Banking, User Acceptance Testing, Systems Analysis, Agile Methodologies, Business Requirements, Project Management, Software Project..., Enterprise Architecture, Data Warehousing, SQL, Business Objects, Databases, Visio, Data Modeling, MS Project, Software Documentation, PMP, Agile Project Management, Financial Services, ITIL
Education
University of Louisiana at Lafayette 1971 — 1976
Bachelor of Liberal Arts, Commercial and Advertising Art
Mt Carmel Academy 1967 — 1971
High School
JPMorgan Chase Bank, NA September 2008 - Present
Washington Mutual Bank February 2001 - September 2008
Bank United October 1996 - February 2001
FDIC June 1989 - March 1994
Skills
Leadership, Vendor Management, Process Improvement, Change Management, Business Process, Integration, SDLC, Training, Team Building, Requirements Gathering, Quality Assurance, Requirements Analysis, Analysis, Loans, Business Analysis, Financial Analysis, Data Analysis, Business Process..., Business Intelligence, System Administration, Banking, User Acceptance Testing, Systems Analysis, Agile Methodologies, Business Requirements, Project Management, Software Project..., Enterprise Architecture, Data Warehousing, SQL, Business Objects, Databases, Visio, Data Modeling, MS Project, Software Documentation, PMP, Agile Project Management, Financial Services, ITIL
Education
University of Louisiana at Lafayette 1971 — 1976
Bachelor of Liberal Arts, Commercial and Advertising Art
Mt Carmel Academy 1967 — 1971
High School
Lori Klinikowski's JPMorgan Chase Bank, N.A. Experience June 2003 - Present
Job Associate at JPMorgan Chase Bank NA
Industry Investment Banking
Experience
JPMorgan Chase Bank NA June 2003 - Present
JPMorgan Chase 2003 - Present
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
JPMorgan Chase Bank NA June 2003 - Present
JPMorgan Chase 2003 - Present
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Collette Bishop's JPMorgan Chase Bank, N.A. Experience January 1999 - Present
Job Customer Assistant Specialist at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase February 2010 - Present
JPMorgan Chase Bank N.A. January 1999 - Present
Education
The College of New Rochelle 1990 — 1994
American Academy of Dramatic Arts
JPMorgan Chase February 2010 - Present
JPMorgan Chase Bank N.A. January 1999 - Present
Education
The College of New Rochelle 1990 — 1994
American Academy of Dramatic Arts
Amanda (Mizelle) Fanning's JPMorgan Chase Bank, N.A. Experience April 2007 - June 2008
Job Healthcare Consulting Analyst at Pershing Yoakley & Associates
Industry Hospital & Health Care
Experience
Pershing Yoakley & Associates January 2013 - Present
Pershing Yoakley & Associates August 2008 - December 2012
JPMorgan Chase Bank N.A. April 2007 - June 2008
Kathi Sanders Real Estate Services Inc. May 2004 - August 2005
Skills
Marketing, Outlook, Public Speaking, Healthcare
Education
National University of Ireland, Galway 2005 — 2006
M.A., Irish Studies
Georgia State University 2000 — 2004
B.A., English
University of Northumbria 2002 — 2003
Joint Studies Program, British and American Cultures
Pershing Yoakley & Associates January 2013 - Present
Pershing Yoakley & Associates August 2008 - December 2012
JPMorgan Chase Bank N.A. April 2007 - June 2008
Kathi Sanders Real Estate Services Inc. May 2004 - August 2005
Skills
Marketing, Outlook, Public Speaking, Healthcare
Education
National University of Ireland, Galway 2005 — 2006
M.A., Irish Studies
Georgia State University 2000 — 2004
B.A., English
University of Northumbria 2002 — 2003
Joint Studies Program, British and American Cultures
Caroline D. Cho's JPMorgan Chase Bank, N.A. Experience June 2007 - Present
Job Private Client Banker
Industry Banking
Experience
JPMorgan Chase Bank, NA June 2007 - Present
Education
The University of Texas at Austin
Biology/Asian Studies/Pre-Med
JPMorgan Chase Bank, NA June 2007 - Present
Education
The University of Texas at Austin
Biology/Asian Studies/Pre-Med
Dennis Breitrick's JPMorgan Chase Bank, N.A. Experience January 2011 - Present
Job Relationship Manager at JP Morgan Chase
Industry Retail
Experience
JPMorgan Chase Bank N.A. January 2011 - Present
Education
Fordham University
JPMorgan Chase Bank N.A. January 2011 - Present
Education
Fordham University
Fred Nehrling's JPMorgan Chase Bank, N.A. Experience February 1985 - Present
Job Vice President at JPMorgan Chase Bank, NA
Industry Banking
Experience
JPMorgan Chase Bank, NA February 1985 - Present
C.I.T. Corporation June 1977 - January 1985
Skills
Commercial Lending, Credit Analysis, Credit, Small Business Lending, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Banking
Education
University of Minnesota - Carlson School of Management 1981 — 1985
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Milwaukee 1975 — 1977
Bachelor of Business Administration (BBA), Finance & Marketing
University of Wisconsin - Sheboygan Center 1973 — 1975
Associate's degree, General Studies
JPMorgan Chase Bank, NA February 1985 - Present
C.I.T. Corporation June 1977 - January 1985
Skills
Commercial Lending, Credit Analysis, Credit, Small Business Lending, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Banking
Education
University of Minnesota - Carlson School of Management 1981 — 1985
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Milwaukee 1975 — 1977
Bachelor of Business Administration (BBA), Finance & Marketing
University of Wisconsin - Sheboygan Center 1973 — 1975
Associate's degree, General Studies
Michael Naegel's JPMorgan Chase Bank, N.A. Experience August 2011 - Present
Job Relationship Banker Small Business
Industry Banking
Experience
JPMorgan Chase Bank N.A. August 2011 - Present
Lowe's October 2008 - April 2009
Grossmont College August 2006 - May 2007
Poway Toyota April 2005 - December 2005
US Navy July 2000 - July 2004
Skills
Customer Service, Management, Microsoft Office, Sales, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Analysis, Finance, Microsoft Access
Education
San Diego State University-California State University 2008 — 2010
of Bachelors Degree, Business Administration; an emphasis in Finance
Grossmont College 2006 — 2008
A.A., Business Admin
National Polytechnic College of Oceaneering 2006 — 2006
Technical Degree, Commercial Diving
JPMorgan Chase Bank N.A. August 2011 - Present
Lowe's October 2008 - April 2009
Grossmont College August 2006 - May 2007
Poway Toyota April 2005 - December 2005
US Navy July 2000 - July 2004
Skills
Customer Service, Management, Microsoft Office, Sales, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Analysis, Finance, Microsoft Access
Education
San Diego State University-California State University 2008 — 2010
of Bachelors Degree, Business Administration; an emphasis in Finance
Grossmont College 2006 — 2008
A.A., Business Admin
National Polytechnic College of Oceaneering 2006 — 2006
Technical Degree, Commercial Diving
Jeremy Winters's JPMorgan Chase Bank, N.A. Experience January 2015 - Present
Job JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. January 2015 - Present
WealthSpan Financial Group July 2013 - December 2014
Wilbanks Securities, Inc January 2008 - August 2013
MidSouth Capital 2003 - December 2007
Berthel Fisher & Company Financial Services, Inc. September 2001 - 2003
IBM 1996 - 2000
IBM 1996 - 2000
Education
Ambassador University 1992 — 1996
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase Bank N.A. January 2015 - Present
WealthSpan Financial Group July 2013 - December 2014
Wilbanks Securities, Inc January 2008 - August 2013
MidSouth Capital 2003 - December 2007
Berthel Fisher & Company Financial Services, Inc. September 2001 - 2003
IBM 1996 - 2000
IBM 1996 - 2000
Education
Ambassador University 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Louis Bernardi's JPMorgan Chase Bank, N.A. Experience January 2006 - Present
Job Vice President Private Client Banker JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. January 2006 - Present
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting and Finance
JPMorgan Chase Bank N.A. January 2006 - Present
Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting and Finance
Christopher J. Henderson's JPMorgan Chase Bank, N.A. Experience June 2014 - Present
Job Financial Advisor at JPMorgan Securities LLC
Industry Investment Management
Experience
JPMorgan Chase Bank N.A. June 2014 - Present
Laidlaw & Company March 2011 - May 2014
Arnold Worldwide May 2009 - August 2009
Education
Elmira College 2006 — 2010
Business Administration, Economics, Marketing, & Management
Coyle & Cassidy High School 2002 — 2006
JPMorgan Chase Bank N.A. June 2014 - Present
Laidlaw & Company March 2011 - May 2014
Arnold Worldwide May 2009 - August 2009
Education
Elmira College 2006 — 2010
Business Administration, Economics, Marketing, & Management
Coyle & Cassidy High School 2002 — 2006
Mary Moorman, CPA's JPMorgan Chase Bank, N.A. Experience November 1993 - April 1995
Job Tax Planning / Consulting / Accounting Individualized Solutions for Professionals
Industry Accounting
Experience
Mary E. Moorman, CPA PLLC January 2006 - Present
The FINOVA Group, Inc., a large commercial lender April 1995 - April 2006
JPMorgan Chase Bank N.A. November 1993 - April 1995
Farnam companies, Inc., a closely-held animal healthcare product distributor April 1993 - November 1993
Restarua, Inc., a division of the Dial Corp., a large food service co. May 1988 - December 1992
Seiter, Mansperger & Patterson, CPAs June 1987 - May 1988
Skills
QuickBooks, Small Business, Financial Reporting, Tax Planning, Accounting, Tax Preparation
Education
Arizona State University, W. P. Carey School of Business
Master, Taxation (MT)
University of Phoenix
Master, Business Administration (MBA)
Arizona State University, W. P. Carey School of Business
Bachelor of Science, Accountancy
Mary E. Moorman, CPA PLLC January 2006 - Present
The FINOVA Group, Inc., a large commercial lender April 1995 - April 2006
JPMorgan Chase Bank N.A. November 1993 - April 1995
Farnam companies, Inc., a closely-held animal healthcare product distributor April 1993 - November 1993
Restarua, Inc., a division of the Dial Corp., a large food service co. May 1988 - December 1992
Seiter, Mansperger & Patterson, CPAs June 1987 - May 1988
Skills
QuickBooks, Small Business, Financial Reporting, Tax Planning, Accounting, Tax Preparation
Education
Arizona State University, W. P. Carey School of Business
Master, Taxation (MT)
University of Phoenix
Master, Business Administration (MBA)
Arizona State University, W. P. Carey School of Business
Bachelor of Science, Accountancy
Doug Wilkinson's JPMorgan Chase Bank, N.A. Experience November 2013 - March 2014
Job Private Client Investment Associate at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA November 2013 - March 2014
JPMorgan Securities November 2011 - December 2013
Protective Life June 2006 - April 2010
Chase Manhattan Corporation July 1997 - June 2006
Education
University of Arizona 1986 — 1991
BS, Molecular Biology, Chemistry, Business
The University of Kansas
JPMorgan Chase Bank NA November 2013 - March 2014
JPMorgan Securities November 2011 - December 2013
Protective Life June 2006 - April 2010
Chase Manhattan Corporation July 1997 - June 2006
Education
University of Arizona 1986 — 1991
BS, Molecular Biology, Chemistry, Business
The University of Kansas
Gary Lovallo's JPMorgan Chase Bank, N.A. Experience February 2009 - Present
Job Relationship Banker SB JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. February 2009 - Present
AXA Advisors May 2006 - January 2009
Bear Hunter Structured Products September 2003 - September 2005
Bear Wagner Specialists June 1992 - September 2003
Education
Fordham University 1988 — 1992
BS, Finance, Marketing
Monsignor Farrell High School 1984 — 1988
JPMorgan Chase Bank N.A. February 2009 - Present
AXA Advisors May 2006 - January 2009
Bear Hunter Structured Products September 2003 - September 2005
Bear Wagner Specialists June 1992 - September 2003
Education
Fordham University 1988 — 1992
BS, Finance, Marketing
Monsignor Farrell High School 1984 — 1988
Lynne Hammes's JPMorgan Chase Bank, N.A. Experience January 1996 - Present
Job Client Service Associate at JPMorgan Chase Bank NA
Industry Nonprofit Organization Management
Experience
JPMorgan Chase Bank NA January 1996 - Present
Education
University of California, Berkeley 1963 — 1967
BA, History, Anthropology and Art History
JPMorgan Chase Bank NA January 1996 - Present
Education
University of California, Berkeley 1963 — 1967
BA, History, Anthropology and Art History
Cameron Cryder's JPMorgan Chase Bank, N.A. Experience April 2012 - August 2015
Job Youth Guy at Crossroads Community Church
Industry Alternative Medicine
Experience
Crossroads Community Church August 2015 - Present
JPMorgan Chase Bank N.A. April 2012 - August 2015
IFR-KBXL 94.1FM August 2009 - April 2012
Covenant Presbyterian Church of Boise May 2003 - November 2011
Principal Financial Group January 2009 - July 2009
Skills
Credit, Investments, Financial Analysis, Sales, Time Management, Loans, Finance, Mortgage Lending, Youth Ministry, Credit Analysis, Strategic Financial..., Financial Reporting, Business Analysis, FHA, Mergers & Acquisitions, Real Estate, Customer Service, Leadership
Education
Boise State University 1996 — 2008
B.A. Communication; Minor Business
Boise State University
Communication
Crossroads Community Church August 2015 - Present
JPMorgan Chase Bank N.A. April 2012 - August 2015
IFR-KBXL 94.1FM August 2009 - April 2012
Covenant Presbyterian Church of Boise May 2003 - November 2011
Principal Financial Group January 2009 - July 2009
Skills
Credit, Investments, Financial Analysis, Sales, Time Management, Loans, Finance, Mortgage Lending, Youth Ministry, Credit Analysis, Strategic Financial..., Financial Reporting, Business Analysis, FHA, Mergers & Acquisitions, Real Estate, Customer Service, Leadership
Education
Boise State University 1996 — 2008
B.A. Communication; Minor Business
Boise State University
Communication
Matthew Everett's JPMorgan Chase Bank, N.A. Experience July 2009 - Present
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. July 2009 - Present
Eagle Mountain City September 2013 - Present
US Bank August 2006 - April 2009
Deseret First Credit Union May 2001 - August 2006
The Village Bank August 2000 - May 2001
Skills
Banking, Loans, Cash Management, Credit, Commercial Lending, Sales, Underwriting, Mortgage Lending, Financial Analysis, Small Business Lending, Credit Analysis, Commercial Banking, Mergers, Mortgage Banking, Investments, Wealth Management, Strategic Financial..., Branch Management, Lines Of Credit, Relationship Management, Series 63, Financial Services, Deposits, Branch Banking, Credit Unions, Cross Selling, Consumer Lending, Retail Banking, Series 6, Home Equity Lines of..., Credit Cards, Loan Origination, Private Banking, AML, Home Equity Loans, SBA, Bank Secrecy Act
Education
Utah State University 2001 — 2006
Bachelor's degree, Political Science
Dixie State University 1997 — 2001
Associate of Science (AS), Business Administration and Management, General
JPMorgan Chase Bank N.A. July 2009 - Present
Eagle Mountain City September 2013 - Present
US Bank August 2006 - April 2009
Deseret First Credit Union May 2001 - August 2006
The Village Bank August 2000 - May 2001
Skills
Banking, Loans, Cash Management, Credit, Commercial Lending, Sales, Underwriting, Mortgage Lending, Financial Analysis, Small Business Lending, Credit Analysis, Commercial Banking, Mergers, Mortgage Banking, Investments, Wealth Management, Strategic Financial..., Branch Management, Lines Of Credit, Relationship Management, Series 63, Financial Services, Deposits, Branch Banking, Credit Unions, Cross Selling, Consumer Lending, Retail Banking, Series 6, Home Equity Lines of..., Credit Cards, Loan Origination, Private Banking, AML, Home Equity Loans, SBA, Bank Secrecy Act
Education
Utah State University 2001 — 2006
Bachelor's degree, Political Science
Dixie State University 1997 — 2001
Associate of Science (AS), Business Administration and Management, General
Gwen Morgan's JPMorgan Chase Bank, N.A. Experience 2002 - Present
Job Vice President/ Business Banking/ JPMorgan Chase Bank, NA
Industry Financial Services
Experience
JPMorgan Chase Bank, NA 2002 - Present
JPMorgan Chase Bank 1996 - 2002
JPMorgan Chase Bank 1990 - 1995
Wells Fargo 1976 - 1990
Education
University of Northern Colorado
JPMorgan Chase Bank, NA 2002 - Present
JPMorgan Chase Bank 1996 - 2002
JPMorgan Chase Bank 1990 - 1995
Wells Fargo 1976 - 1990
Education
University of Northern Colorado
Curtis Andrews's JPMorgan Chase Bank, N.A. Experience July 2014 - Present
Job Private Client Banker at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. July 2014 - Present
JPMorgan Chase Bank N.A. February 2011 - July 2014
Verizon Wireless June 2006 - May 2010
Verizon wireless November 2001 - June 2006
Education
DePaul University
Bachelor's Degree, International Business, 4.0
Northern Illinois University 1997 — 2002
Finance, Economics
JPMorgan Chase Bank N.A. July 2014 - Present
JPMorgan Chase Bank N.A. February 2011 - July 2014
Verizon Wireless June 2006 - May 2010
Verizon wireless November 2001 - June 2006
Education
DePaul University
Bachelor's Degree, International Business, 4.0
Northern Illinois University 1997 — 2002
Finance, Economics
Anna Cai's JPMorgan Chase Bank, N.A. Experience February 2012 - Present
Job Private Client Banker
Industry Financial Services
Experience
JPMorgan Chase Bank NA February 2012 - Present
Wells Fargo Bank September 2009 - February 2012
Education
UC Berkeley 2005 — 2008
Bachelor, Economics
JPMorgan Chase Bank NA February 2012 - Present
Wells Fargo Bank September 2009 - February 2012
Education
UC Berkeley 2005 — 2008
Bachelor, Economics
Deirdre Santana's JPMorgan Chase Bank, N.A. Experience January 2010 - Present
Job Real Estate Executive
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. January 2010 - Present
JP Morgan Chase March 1997 - January 2010
The Northern Trust Company April 1987 - February 1997
Skills
Asset Managment, Investments, Brokerage, Real Estate, Real Estate Transactions, Investment Properties, Valuation, Real Estate Development, Leases, Due Diligence, Commercial Real Estate, Wealth Management, Asset Management, Portfolio Management, Real Estate Economics
Education
Illinois State University 1980 — 1985
BS, Economics
Glenbard East High School
JPMorgan Chase Bank N.A. January 2010 - Present
JP Morgan Chase March 1997 - January 2010
The Northern Trust Company April 1987 - February 1997
Skills
Asset Managment, Investments, Brokerage, Real Estate, Real Estate Transactions, Investment Properties, Valuation, Real Estate Development, Leases, Due Diligence, Commercial Real Estate, Wealth Management, Asset Management, Portfolio Management, Real Estate Economics
Education
Illinois State University 1980 — 1985
BS, Economics
Glenbard East High School
Erica Suskind's JPMorgan Chase Bank, N.A. Experience April 2015 - Present
Job Remediation Project Manager at JPMorgan Chase Bank
Industry Financial Services
Experience
JPMorgan Chase Bank NA April 2015 - Present
JPMorgan Chase Bank NA September 2013 - April 2015
Law Offices of Ruth I. Major, PC November 2012 - July 2013
Law Offices of Ruth I. Major, P.C. January 2012 - November 2012
Exelon June 2011 - December 2011
Laner Muchin August 2011 - November 2011
Mitsui Rail Capital January 2011 - April 2011
Law Offices of Chicago-Kent May 2010 - July 2010
Acacia at St Philips November 2004 - June 2008
Skills
Legal Research, Employment..., Legal Writing, Litigation, Courts, Westlaw, Commercial Litigation, Mediation, Lexis, Employment Law, Civil Litigation, Corporate Law, Arbitration, Legal Compliance, Trials
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2009 — 2012
J.D., Labor and Employment
University of Arizona 2003 — 2007
B.A., Political Science; English
JPMorgan Chase Bank NA April 2015 - Present
JPMorgan Chase Bank NA September 2013 - April 2015
Law Offices of Ruth I. Major, PC November 2012 - July 2013
Law Offices of Ruth I. Major, P.C. January 2012 - November 2012
Exelon June 2011 - December 2011
Laner Muchin August 2011 - November 2011
Mitsui Rail Capital January 2011 - April 2011
Law Offices of Chicago-Kent May 2010 - July 2010
Acacia at St Philips November 2004 - June 2008
Skills
Legal Research, Employment..., Legal Writing, Litigation, Courts, Westlaw, Commercial Litigation, Mediation, Lexis, Employment Law, Civil Litigation, Corporate Law, Arbitration, Legal Compliance, Trials
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2009 — 2012
J.D., Labor and Employment
University of Arizona 2003 — 2007
B.A., Political Science; English
Loreen Bakoo Hernandez's JPMorgan Chase Bank, N.A. Experience January 2012 - Present
Job Relationship Banker
Industry Banking
Experience
JPMorgan Chase Bank N.A. January 2012 - Present
ADP October 2010 - December 2011
Avnet Electronics June 2006 - July 2009
Education
California State University-Northridge 2002 — 2005
Bachelor, Political Science
JPMorgan Chase Bank N.A. January 2012 - Present
ADP October 2010 - December 2011
Avnet Electronics June 2006 - July 2009
Education
California State University-Northridge 2002 — 2005
Bachelor, Political Science
Paul Savitsky's JPMorgan Chase Bank, N.A. Experience February 2008 - Present
Job Vice President at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. February 2008 - Present
Citibank January 2007 - January 2008
Bank of New York Mellon October 2006 - January 2007
JPMorgan Chase Bank N.A. December 1993 - September 2006
Education
United States Army Command and General Staff College 1994 — 1996
Fordham University 1972 — 1976
BA, History
JPMorgan Chase Bank N.A. February 2008 - Present
Citibank January 2007 - January 2008
Bank of New York Mellon October 2006 - January 2007
JPMorgan Chase Bank N.A. December 1993 - September 2006
Education
United States Army Command and General Staff College 1994 — 1996
Fordham University 1972 — 1976
BA, History
Anthony Iemma's JPMorgan Chase Bank, N.A. Experience November 2013 - Present
Job VP Compliance Manager at JPMorgan Chase & Co
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. November 2013 - Present
Education
Adelphi University 1996 — 1999
Master of Business Administration (MBA), Finance, General
Adelphi University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
JPMorgan Chase Bank N.A. November 2013 - Present
Education
Adelphi University 1996 — 1999
Master of Business Administration (MBA), Finance, General
Adelphi University 1991 — 1995
Bachelor of Business Administration (BBA), Accounting
Dawn Koger's JPMorgan Chase Bank, N.A. Experience May 2010 - Present
Job Private Client Investment Associate at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. May 2010 - Present
Education
Ball State University 1986 — 1991
Bachelor's degree, Public Relations/Poltical Science
JPMorgan Chase Bank N.A. May 2010 - Present
Education
Ball State University 1986 — 1991
Bachelor's degree, Public Relations/Poltical Science
Andrew Czarkowski's JPMorgan Chase Bank, N.A. Experience May 2010 - Present
Job Relationship Banker at JPMorgan Chase Bank, NA
Industry Financial Services
Experience
JPMorgan Chase Bank, NA May 2010 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Bachelors, Finance
JPMorgan Chase Bank, NA May 2010 - Present
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Bachelors, Finance
Michael Pisani's JPMorgan Chase Bank, N.A. Experience April 2014 - Present
Job Private Client Banker
Industry Financial Services
Experience
JPMorgan Chase Bank N.A April 2014 - Present
JPMorgan Chase February 2012 - Present
Morgan Stanley 2011 - 2011
David Lerner Associates, inc. 2010 - 2011
Garden City Financial Group; MetLife 2009 - 2010
AXA Advisors 2008 - 2009
Elite Marketing Group 2006 - 2008
Education
State University of New York at Albany 2001 — 2005
Bachelor, Business Marketing
University at Albany, SUNY
Bachelor of Science (B.S.), Business Administration and Management, General
JPMorgan Chase Bank N.A April 2014 - Present
JPMorgan Chase February 2012 - Present
Morgan Stanley 2011 - 2011
David Lerner Associates, inc. 2010 - 2011
Garden City Financial Group; MetLife 2009 - 2010
AXA Advisors 2008 - 2009
Elite Marketing Group 2006 - 2008
Education
State University of New York at Albany 2001 — 2005
Bachelor, Business Marketing
University at Albany, SUNY
Bachelor of Science (B.S.), Business Administration and Management, General
Dennis Breitrick's JPMorgan Chase Bank, N.A. Experience January 2011 - Present
Job Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. January 2011 - Present
JPMorgan Chase Bank N.A. March 2008 - Present
Education
Fordham University
Bachelor's degree, Business Administration
JPMorgan Chase Bank N.A. January 2011 - Present
JPMorgan Chase Bank N.A. March 2008 - Present
Education
Fordham University
Bachelor's degree, Business Administration
Frank P. Ratini's JPMorgan Chase Bank, N.A. Experience May 2012 - August 2013
Job Investment Service Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Securities LLC August 2013 - Present
JPMorgan Chase Bank N.A. May 2012 - August 2013
Northwestern Mutual June 2010 - April 2012
Skills
Business Relationship..., Financial Analysis, Insurance, Public Speaking, Financial Services, Investments, New Business Development, Leadership, Equities, Finance, Risk Management, Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Fixed Annuities, Financial Advisory, Financial Planning, Customer Service, Microsoft Office, Microsoft Excel
Education
Illinois State University 2007 — 2011
Bachelors of Science, Finance & Insurance
JPMorgan Securities LLC August 2013 - Present
JPMorgan Chase Bank N.A. May 2012 - August 2013
Northwestern Mutual June 2010 - April 2012
Skills
Business Relationship..., Financial Analysis, Insurance, Public Speaking, Financial Services, Investments, New Business Development, Leadership, Equities, Finance, Risk Management, Retirement Planning, Strategic Financial..., Series 7, Wealth Management, Fixed Annuities, Financial Advisory, Financial Planning, Customer Service, Microsoft Office, Microsoft Excel
Education
Illinois State University 2007 — 2011
Bachelors of Science, Finance & Insurance
Janine K. Richards's JPMorgan Chase Bank, N.A. Experience September 2006 - Present
Job Assistant Vice President, CLDP Associate at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. September 2006 - Present
Bank of America 1999 - 2006
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2015
Master of Business Administration (M.B.A.), Marketing
Columbia University in the City of New York 2005 — 2007
Postbaccalaureate Studies, Columbia Business Certificate
Hampton University 2001 — 2005
Bachelor of Arts (BA), Psychology
JPMorgan Chase Bank N.A. September 2006 - Present
Bank of America 1999 - 2006
Education
University of Delaware - Lerner College of Business and Economics 2012 — 2015
Master of Business Administration (M.B.A.), Marketing
Columbia University in the City of New York 2005 — 2007
Postbaccalaureate Studies, Columbia Business Certificate
Hampton University 2001 — 2005
Bachelor of Arts (BA), Psychology
Steven Villada's JPMorgan Chase Bank, N.A. Experience July 2010 - Present
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. July 2010 - Present
Wells Fargo April 2008 - July 2010
Education
American InterContinental University 2010 — 2014
Bachelor's Degree, Business Administration and Management
JPMorgan Chase Bank N.A. July 2010 - Present
Wells Fargo April 2008 - July 2010
Education
American InterContinental University 2010 — 2014
Bachelor's Degree, Business Administration and Management
Habib Sare's JPMorgan Chase Bank, N.A. Experience July 2014 - Present
Job CHASE PRIVATE CLIENT BANKER
Industry Banking
Experience
JPMorgan Chase Bank, NA July 2014 - Present
JPMorgan Chase Bank, N.A August 2010 - July 2014
Extreme Sound January 1998 - May 2010
Skills
Loans, Credit, Small Business Lending, Lines Of Credit, Retail Banking, Cash Management, Consumer Lending, Cross Selling, Credit Risk, Fixed Income, Treasury Services, Loan Origination, Deposits, Credit Cards, Merchant Services, Branch Banking, Series 63, Financial Advisory, AML, Residential Mortgages, Banking
Education
The University of Texas at Dallas 1995 — 1997
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
JPMorgan Chase Bank, NA July 2014 - Present
JPMorgan Chase Bank, N.A August 2010 - July 2014
Extreme Sound January 1998 - May 2010
Skills
Loans, Credit, Small Business Lending, Lines Of Credit, Retail Banking, Cash Management, Consumer Lending, Cross Selling, Credit Risk, Fixed Income, Treasury Services, Loan Origination, Deposits, Credit Cards, Merchant Services, Branch Banking, Series 63, Financial Advisory, AML, Residential Mortgages, Banking
Education
The University of Texas at Dallas 1995 — 1997
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Michelle Ramos's JPMorgan Chase Bank, N.A. Experience October 2009 - Present
Job Private Client Advisor for JP Morgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. October 2009 - Present
Education
Bethany College of the Assemblies of God 2002 — 2006
Business Administration and Management, General
JPMorgan Chase Bank N.A. October 2009 - Present
Education
Bethany College of the Assemblies of God 2002 — 2006
Business Administration and Management, General
Steve Zimmerman's JPMorgan Chase Bank, N.A. Experience 2015 - Present
Job Relationship Banker at JPMorgan Chase Bank, NA
Industry Financial Services
Experience
JPMorgan Chase Bank, NA 2015 - Present
InterBank Mortgage Company 2012 - 2014
PNC 2010 - 2012
JPMorgan Chase Bank, NA 2007 - 2010
Vertice 2005 - 2007
World Savings Real Estate Loan Group 2003 - 2005
Beta Brands USA 2002 - 2003
Futures Magazine Group 1995 - 2002
Commerzbank AG Chicago 1987 - 1995
Education
University of Iowa
JPMorgan Chase Bank, NA 2015 - Present
InterBank Mortgage Company 2012 - 2014
PNC 2010 - 2012
JPMorgan Chase Bank, NA 2007 - 2010
Vertice 2005 - 2007
World Savings Real Estate Loan Group 2003 - 2005
Beta Brands USA 2002 - 2003
Futures Magazine Group 1995 - 2002
Commerzbank AG Chicago 1987 - 1995
Education
University of Iowa
Cleve Loveless III's JPMorgan Chase Bank, N.A. Experience November 2013 - Present
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. November 2013 - Present
Fidelity Investments November 2000 - April 2013
Skills
Team Building, Strategic Planning, Process Improvement, Project Management, Leadership, Customer Service, Microsoft Office, Organizational..., Microsoft Excel
Education
Indiana Wesleyan University
Bachelor of Science (BS), Business Management
Northern Kentucky University
Master's degree, Executive Leadership and Organizational Change
JPMorgan Chase Bank N.A. November 2013 - Present
Fidelity Investments November 2000 - April 2013
Skills
Team Building, Strategic Planning, Process Improvement, Project Management, Leadership, Customer Service, Microsoft Office, Organizational..., Microsoft Excel
Education
Indiana Wesleyan University
Bachelor of Science (BS), Business Management
Northern Kentucky University
Master's degree, Executive Leadership and Organizational Change
Robert E. Pardo's JPMorgan Chase Bank, N.A. Experience November 2011 - Present
Job Relationship Banker, JPMorganChase Bank,N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. November 2011 - Present
Education
Georgia Southwestern State University 1987 — 1989
Master's degree, Business
Oklahoma State University 1982 — 1986
Bachelor's degree, Journalism / Advertising
JPMorgan Chase Bank N.A. November 2011 - Present
Education
Georgia Southwestern State University 1987 — 1989
Master's degree, Business
Oklahoma State University 1982 — 1986
Bachelor's degree, Journalism / Advertising
Eoin Walsh's JPMorgan Chase Bank, N.A. Experience June 2015 - Present
Job Private Client Banker at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JPMorgan Chase Bank NA June 2015 - Present
JPMorgan Chase Bank NA September 2012 - June 2015
BNY Mellon April 2010 - May 2012
BNY Mellon May 2011 - November 2011
BNY Mellon December 2008 - April 2010
Anglo Irish Bank February 2007 - September 2007
Education
University of Limerick 2004 — 2008
Bachelor of Business Studies
Mitchelstown CBS 1999 — 2004
Association of Chartered Certified Accountants
JPMorgan Chase Bank NA June 2015 - Present
JPMorgan Chase Bank NA September 2012 - June 2015
BNY Mellon April 2010 - May 2012
BNY Mellon May 2011 - November 2011
BNY Mellon December 2008 - April 2010
Anglo Irish Bank February 2007 - September 2007
Education
University of Limerick 2004 — 2008
Bachelor of Business Studies
Mitchelstown CBS 1999 — 2004
Association of Chartered Certified Accountants
Karlson Har's JPMorgan Chase Bank, N.A. Experience February 2015 - Present
Job Relationship Banker II at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. February 2015 - Present
Northwestern Mutual April 2012 - January 2015
Education
Stony Brook University 2007 — 2010
Bachelors Degree, Political Science
John Jay College of Criminal Justice 2006 — 2007
JPMorgan Chase Bank N.A. February 2015 - Present
Northwestern Mutual April 2012 - January 2015
Education
Stony Brook University 2007 — 2010
Bachelors Degree, Political Science
John Jay College of Criminal Justice 2006 — 2007
Eamon Conter's JPMorgan Chase Bank, N.A. Experience October 2012 - Present
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. October 2012 - Present
Education
Illinois State University 2008 — 2012
Bachelor's degree, Psychology
JPMorgan Chase Bank N.A. October 2012 - Present
Education
Illinois State University 2008 — 2012
Bachelor's degree, Psychology
D. Michael Vujnovich's JPMorgan Chase Bank, N.A. Experience September 2010 - Present
Job Private Client Advisor, JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. September 2010 - Present
Wells Fargo Advisors November 2000 - September 2010
Education
Hobart and William Smith Colleges 1993 — 1997
Bachelor's degree, East Asian Studies
JPMorgan Chase Bank N.A. September 2010 - Present
Wells Fargo Advisors November 2000 - September 2010
Education
Hobart and William Smith Colleges 1993 — 1997
Bachelor's degree, East Asian Studies
Jerrad Forman's JPMorgan Chase Bank, N.A. Experience February 1999 - Present
Job Vice President, Private Client Advisor
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. February 1999 - Present
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelor's degree, Finance, General
JPMorgan Chase Bank N.A. February 1999 - Present
Education
California Polytechnic State University-San Luis Obispo 1989 — 1994
Bachelor's degree, Finance, General
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
Justin Blades's JPMorgan Chase Bank, N.A. Experience March 2015 - Present
Job Private Client Investment Associate at JPMorgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. March 2015 - Present
JPMorgan Chase Bank N.A. December 2006 - March 2015
Circuit City January 2000 - June 2006
Education
Illinois State University 2004 — 2006
Bachelor of Science (BS), Economics
Rock Valley College 2002 — 2003
Associate of Arts and Sciences (AAS)
Marquette University 2000 — 2001
Computer Engineering
JPMorgan Chase Bank, N.A. March 2015 - Present
JPMorgan Chase Bank N.A. December 2006 - March 2015
Circuit City January 2000 - June 2006
Education
Illinois State University 2004 — 2006
Bachelor of Science (BS), Economics
Rock Valley College 2002 — 2003
Associate of Arts and Sciences (AAS)
Marquette University 2000 — 2001
Computer Engineering
Michael De La Rosa's JPMorgan Chase Bank, N.A. Experience February 2011 - June 2014
Job Relationship Manager at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
JPMorgan Chase Bank N.A. February 2011 - June 2014
New York Educational Construction Fund June 2009 - September 2009
Lehman Brothers June 2007 - September 2007
Skills
Financial Analysis
Education
Hofstra University 2007 — 2010
Bachelor's Degree, International Business
Citi June 2014 - Present
JPMorgan Chase Bank N.A. February 2011 - June 2014
New York Educational Construction Fund June 2009 - September 2009
Lehman Brothers June 2007 - September 2007
Skills
Financial Analysis
Education
Hofstra University 2007 — 2010
Bachelor's Degree, International Business
Alisha Young's JPMorgan Chase Bank, N.A. Experience March 2013 - Present
Job Vice President JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase Bank, NA March 2013 - Present
JPMorgan Chase Bank, N.A. February 2012 - March 2013
JPMorgan Chase Bank, N.A. April 2008 - February 2012
JPMorgan Chase Bank, N.A. March 2002 - April 2008
JPMorgan Chase Bank N.A. November 1999 - March 2002
JPMorgan Chase Bank, N.A. March 1996 - November 1999
JPMorgan Chase Bank, N.A. January 1994 - March 1996
Skills
Operations Management, Employee Training, Planning Budgeting &..., Vendor Relationship..., Staffing Coordination, Photoshop, PowerPoint, Research, Sales, Microsoft Office, Training, Leadership, Management, Microsoft Word, Microsoft Excel, Project Management, Customer Service, Due Diligence, Process Improvement, Strategic Planning, Budgets, Public Speaking, Strategy, Team Leadership, Team Building
Education
Bastrop Vo-Technical Institute 1990 — 1993
General Studies, Basic Computer and Computer Accounting, 3 Years
Bastrop High School 1987 — 1990
High School Diploma, General Studies, 12th
JPMorgan Chase Bank, NA March 2013 - Present
JPMorgan Chase Bank, N.A. February 2012 - March 2013
JPMorgan Chase Bank, N.A. April 2008 - February 2012
JPMorgan Chase Bank, N.A. March 2002 - April 2008
JPMorgan Chase Bank N.A. November 1999 - March 2002
JPMorgan Chase Bank, N.A. March 1996 - November 1999
JPMorgan Chase Bank, N.A. January 1994 - March 1996
Skills
Operations Management, Employee Training, Planning Budgeting &..., Vendor Relationship..., Staffing Coordination, Photoshop, PowerPoint, Research, Sales, Microsoft Office, Training, Leadership, Management, Microsoft Word, Microsoft Excel, Project Management, Customer Service, Due Diligence, Process Improvement, Strategic Planning, Budgets, Public Speaking, Strategy, Team Leadership, Team Building
Education
Bastrop Vo-Technical Institute 1990 — 1993
General Studies, Basic Computer and Computer Accounting, 3 Years
Bastrop High School 1987 — 1990
High School Diploma, General Studies, 12th
Lewis Cabrera's JPMorgan Chase Bank, N.A. Experience December 2010 - Present
Job Student at Baruch College, City University of New York (CUNY)
Industry Banking
Experience
JPMorgan Chase Bank N.A. December 2010 - Present
Education
Baruch College, City University of New York (CUNY) 2015 — 2018
JPMorgan Chase Bank N.A. December 2010 - Present
Education
Baruch College, City University of New York (CUNY) 2015 — 2018
Chase
Sallie Mae
Chase Bank
Chase Manhattan Bank
The Chase Manhattan Bank
BankAtlantic
JP Morgan Chase Bank, N.A.
Encore Capital Group