JPMorgan Chase, N.A.
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JPMorgan Chase, N.A. Employees
JPMorgan Chase, N.A. January 2014 - Present
Susan G. Komen, Austin April 2011 - January 2014
Edward Jones July 2008 - May 2011
Education
Fort Hays State University
Bachelor's Degree, Marketing
The University of Kansas
JPMorgan Chase, NA November 2014 - Present
VALIC January 2014 - November 2014
COUNTRY Financial® April 2013 - January 2014
Education
Park University 2015 — 2016
Master of Business Administration (MBA), Finance
Park University 2014 — 2015
Bachelor of Science (B.S.), Finance and Financial Management Services
Pima Community College
Associate's of Business, Finance
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
Loan Simple, Inc October 2015 - Present
Zions Bancorporation October 2013 - June 2015
JPMorgan Chase, N.A. March 2010 - October 2013
Pulte Mortgage June 2005 - March 2010
Colorado Performance Excellence 2006 - 2009
Cherry Creek Mortgage January 2004 - June 2005
RBC Mortgage January 2003 - December 2003
Kforce Technology Staffing February 2000 - December 2002
Borg Warner Automotive June 1997 - January 2000
United States Marine Corps September 1990 - September 1994
Skills
Operations Management, Project Planning, Loans, Mortgage Lending, Sales, Leadership, Process Improvement, Management, Business Planning, Risk Management, Selling, Mortgage Banking, Six Sigma, Customer Service, Marketing, Time Management, Customer Satisfaction, Strategy, Coaching, Training, Banking, Insurance, Team Building, Vendor Management, Finance, Call Centers, Credit, Loan Origination, FHA, Financial Analysis, Executive Management, Interviews, Residential Mortgages
Education
University of Illinois at Urbana-Champaign - College of Business 1995 — 1997
MBA
Western Illinois University 1988 — 1990
BS
Joliet Junior College 1986 — 1988
AAS
JPMorgan Chase January 2013 - June 2014
JPMorgan Chase, NA April 2011 - December 2012
Service Corporation International 2007 - 2010
Lane Supply Inc. 1990 - 1997
Skills
Banking, Mortgage Banking, Loan Servicing
Education
North Lake College
Florida Power and Light May 2015 - August 2015
Florida International University October 2014 - May 2015
JPMorgan Chase, N.A. January 2012 - April 2015
Florida International University August 2013 - December 2013
Florida International University August 2011 - December 2013
General Nutrition Center March 2011 - December 2011
Memorial Hospital May 2010 - September 2010
Skills
Data Analysis, Microsoft Excel, PowerPoint, Analysis, Access, Time Management, Microsoft Word, Analytical Skills, Research, Microsoft Office, Teamwork, Data Entry, Critical Thinking, Customer Service, Leadership, Outlook, Team-oriented, Sales, Spanish, Biotechnology, Software Documentation, Goal Oriented, Public Speaking, Report Writing, Technical Writing, Data Mining, Building Relationships, Process Improvement, Customer Satisfaction, SAS, Statistics, Statistical Modeling, R
Education
University of Central Florida 2015 — 2017
Professional Science Master's Degree, Nanotechnology
Florida International University 2011 — 2014
Bachelor of Science (BS), Biology/Biological Sciences, General
Broward College 2008 — 2010
Associate of Arts and Sciences (AAS), Biology, General
Archbishop McCarthy High School 2006 — 2008
HS, High School/Secondary Diplomas and Certificates
Citibank, N.A. November 2013 - Present
Green Bank, N.A. 2011 - November 2013
JPMorgan Chase, N.A. 1996 - 2011
Skills
Commercial Lending, Middle Market, Commercial Banking, Credit, Credit Analysis, Loans, Due Diligence, Small Business Lending, Commercial Mortgages, Restructuring, Finance, Mergers & Acquisitions, Financial Structuring, Treasury Management, Asset Based Lending
Education
Boston College - Carroll School of Management 1984 — 1988
B.S., Finance and Economics
JPMorgan Chase, N.A. October 2014 - Present
New York Life Insurance Company March 2014 - October 2014
Kahlon Family Services, LLC July 2013 - February 2014
Markley Financial Services May 2009 - October 2012
University of Pittsburgh August 2007 - December 2011
UPMC June 2011 - August 2011
Montgomery County Department of Recreation June 2005 - August 2010
Glow Worm Advertising Bond University January 2010 - May 2010
Education
University of Pittsburgh 2007 — 2011
Bachelor of the Arts, Communication and Rhetoric; Advertising & Public Relations
Parker & Lynch Legal June 2015 - Present
Sandelands Eyet, LLP January 2014 - April 2015
JPMorgan Chase, N.A. May 2012 - September 2013
Compassionate Care Hospice September 2013 - 2013
Mark & Galusha, LLC June 2010 - May 2012
Berman, Sauter, Record & Jardim, PC July 2001 - June 2010
State of New Jersey, Office of the Public Defender March 2001 - June 2002
Skills
Litigation, Commercial Litigation, Mediation, Legal Writing, Civil Litigation, Arbitration, Contract Negotiation, Personal Injury, Trials, Legal Research, Business Litigation, Corporate Law, Health Law, Contract Law, Financial Services, Contested Foreclosures, Title Disputes, Insurance, Employment Law, Construction Law, Attorney Recruiting
Education
Widener University School of Law 1996 — 1999
JD, law
Montclair State University 1992 — 1996
B.S., Sociology/Criminal Justice
Roxbury High School 1987 — 1991
Diploma
JPMorgan Chase, N.A. April 2008 - Present
Skills
Loans, Mortgage Lending, Credit, Mortgage Banking, Series 63, Banking, Financial Services, Commercial Banking, Retail Banking, Relationship Management, Consumer Lending, Series 6, Cross Selling, Small Business Lending, Credit Cards, Mutual Funds
Education
University of Central Florida 2005 — 2007
B.A. in Organizational/Interpersonal Communication, Communication
Valencia Community College 2004 — 2005
A. A., General Studies with a focus on Persuasive Communication
JPMorgan Chase, N.A. April 2014 - Present
American Community Bank April 2013 - April 2014
American Community Bank January 2013 - April 2013
Transaero, Inc. June 2012 - September 2012
Century Manufacturing Corporation July 2011 - August 2011
Sands Beach Club May 2010 - August 2010
Skills
Finance, Banking, Retail Banking, Microsoft Excel, Business Math, Relationship Management, Credit, Loans, Portfolio Management, Money Management, Cash-handling, Branch Banking, Cash Management, Financial Services, Leadership, Management, Sales, Credit Analysis, Credit Risk
Education
Boston University Questrom School of Business 2008 — 2012
Bachelor of Science, Business Administration; Finance
Seaford High School 2004 — 2008
Advanced Regents Diploma
Capco June 2014 - Present
JPMorgan Chase, N.A. September 2010 - June 2014
MTV Networks -Spike Digital Entertainment September 2009 - December 2009
Skills
Portfolio Management, Financial Analysis, Equities, Banking, Investments, Financial Modeling, Valuation, Management, CRM, Investment Strategies, Financial Services, Mutual Funds, Bloomberg, Microsoft Office, Microsoft Excel, Finance, Data Analysis, Analysis, PowerPoint, Research, Business Analysis, Consulting, Business Strategy
Education
Pace University 2006 — 2010
Bachelor's degree, Marketing Management
Universidad Antonio de Nebrija 2008 — 2008
Study Abroad
JPMorgan Chase, N.A. June 2005 - Present
Education
University of Central Florida 2007 — 2011
Bachelor of Arts (BA), Interpersonal/Organizational Communication
JPMorgan Chase N.A November 2014 - Present
JPMorgan Chase September 2012 - October 2014
Siena College September 2009 - May 2012
Siena College June 2011 - August 2011
Grant Thornton International Ltd January 2011 - April 2011
Ronald McDonalds Corp July 2005 - August 2009
Education
Siena College 2008 — 2012
B.S, Accounting
Birkbeck College 2011 — 2011
B.S, Accounting
JPMorgan Chase, N.A. July 2015 - Present
BMO Harris Bank January 2015 - July 2015
BMO Harris Bank December 2012 - January 2015
Northwestern Mutual August 2009 - December 2012
Chicagoland Speedway June 2007 - August 2009
North Central College July 2008 - May 2009
Education
Lewis University 2007 — 2011
B.S., Business Administration
Joliet Catholic Academy
JPMorgan Chase, N.A. 2012 - Present
Bakers Footwear Group September 2011 - May 2012
The Limited May 2011 - May 2012
BCBG Max Azria June 2011 - January 2012
Education
Walden University 2014 — 2016
Master of Business Administration (MBA), HealthCare Administration
The Ohio State University 2009 — 2012
Human Ecology, Consumer Science, 3.1
Bergen Community College 2008 — 2008
Associate's degree, Accounting
Digital Risk July 2014 - Present
JPMorgan Chase N.A. January 2007 - Present
Skills
Banking, Credit, Risk Management, Loans, Spanish, Databases, Information Security, Microsoft Office, Customer Service, Project Management, Business Analysis, Linux, Financial Analysis, Portuguese, English, Virtualization, Backup, Network Administration, Network Security, Information Technology, Information Systems, Computer Hardware, Servers, Programming, Statistics
Education
Florida Atlantic University
Management Information Systems, Information Security
Palm Beach State College
Associate of Arts (AA), Academic Distinction
JPMorgan Chase August 2013 - Present
JPMorgan Chase N.A. January 2011 - August 2013
Wells Fargo Bank N.A. August 2008 - December 2010
Wells Fargo Bank N.A. December 2006 - August 2008
Genisys Financial Corporation October 2005 - February 2006
American Internet Mortgage May 2004 - September 2005
Skills
Banking, Financial Analysis, Revenue, Credit, Management, Loans, Coaching, Mortgage Lending, Leadership, Strategic Planning, Microsoft Excel, Underwriting, Project Management, Sales Management, Financial Services
Education
University of California, San Diego 2004 — 2008
BA, International Studies with an Emphasis in Economics
JPMorgan Chase N.A. December 2013 - Present
J.P. Morgan Securities LLC April 2011 - December 2013
JPMorgan Chase October 2008 - April 2011
Education
DePaul University 2004 — 2008
Bachelor's degree, Finance and Real Estate
JPMorgan Chase, NA January 2015 - Present
JP Morgan Chase Bank, N. A November 2013 - January 2015
JP Morgan Chase Bank, N.A. January 2012 - November 2013
Personal Banker November 2009 - December 2011
Enterprise Rent-A-Car July 2008 - October 2009
Education
Madonna University 2002 — 2007
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase, N.A. May 2012 - Present
Furniture Row Companies April 2006 - May 2012
Skills
Sales, Customer Service, Customer Satisfaction, Sales Management, Inventory Management, Marketing, Leadership, Team Building, Retail Sales, Loss Prevention, Microsoft Office, Inventory Control, Account Management, Management, Sales Presentations, Selling, Team Leadership
Education
Colorado State University 1991 — 1995
BS, Economics
Chase June 2015 - Present
JPMorgan Chase Bank, N.A. August 2012 - May 2015
JPMorgan Chase, N.A. July 2009 - August 2012
AZ Officiating July 2009 - December 2011
Boys & Girls Club of Metropolitan Phoenix March 2010 - April 2010
CareerBuilder.com October 2008 - December 2008
Discover Financial Services December 2007 - February 2008
Discover Financial Services July 2002 - February 2008
AJ's Fine Foods January 2001 - December 2001
Education
Arizona State University West 2003 — 2007
Bachelor's Degree, International/Global Studies
Shadow Mountain High School 1999 — 2003
JPMorgan Chase, N.A. May 2011 - Present
Education
Philadelphia University 2002 — 2006
Bachelor of Science (B.S.), Fashion Apparel Management and Marketing
American University of Rome 2004 — 2004
BS, Fashion Design/Illustration/Italian History
City of Kettering, Fraze Pavilion April 2015 - Present
JPMorgan Chase, NA March 2003 - April 2010
JPMorgan Chase February 1996 - March 2003
JP Morgan Chase, NA August 1990 - February 1996
Skills
Credit, Loans, Call Centers, Finance, Banking, Management, Call Center, Mortgage Lending, Time Management, Accounting, Sales, Leadership, Customer Service, Public Speaking, Team Building, Microsoft Office, Coaching, Leadership Development, Community Outreach, Nonprofits, Strategic Planning, Event Planning, Training
Education
Colorado Technical University 2010 — 2013
Bachelor’s Degree, Criminal Justice; Human Services, 3.85
JPMorgan Chase, NA 2013 - Present
Quicken Loans May 2012 - October 2013
Guardian Title & Guaranty Agency, Inc. 2011 - 2012
My Drink On 2011 - 2011
Northland Services, Inc. 2009 - 2011
Skills
Retail Banking, Account Management, Mortgage Lending, FHA, Customer Service, Entrepreneurship, Team Building, Selling, Time Management, Start-ups, Forklift Operator, Cold Calling, Management, Marketing, Jumbo Mortgage, Writing, Container Shipping, Problem Solving
Education
John Carroll University 2005 — 2010
Bachelor of Arts (B.A.)
Benedictine High School 2001 — 2005
Bank of America March 2015 - Present
JPMorgan Chase, N.A. August 2011 - February 2015
Skills
Banking, Portfolio Management, Retail Banking, Credit, Loans, Investments, Relationship Management, Financial Services, Mortgage Lending
Education
University of Central Florida 2010 — 2012
Health Science Pre Clinical Trac
Palm Beach State College 2006 — 2010
Associate of Arts (AA), Health Science
JPMorgan Chase N.A. August 2013 - Present
AXA Advisors February 2012 - April 2013
Delta Sigma Pi 2010 - December 2011
The Cleveland Clinic June 2011 - August 2011
International Business Association January 2011 - May 2011
Education
Bowling Green State University 2008 — 2011
Bachelor of Science, Business Management
Cleveland State University 2011 — 2011
Business
Cuyahoga Community College 2007 — 2008
Strongsville High School 2004 — 2008
Diploma, College Prep
JPMorgan Chase N.A. December 2013 - Present
Verizon Wireless April 2012 - December 2013
American Cancer Society June 2011 - April 2012
L'Auberge du Lac September 2007 - June 2011
Education
McNeese State University 2006 — 2011
Bachelor's degree, Public Relations, Advertising, and Applied Communication
JPMorgan Chase, N.A. July 2012 - Present
Education
Saint Mary's University of Minnesota 2013 — 2015
Master of Science, Organizational Leadership
University of North Texas 2006 — 2011
B.S., Social Sciences
Collin College 2005 — 2009
A.A., Associates of Arts and Sciences
JPMorgan Chase N.A. June 2012 - Present
Save Mart Supermarkets July 2001 - June 2012
Skills
Customer Service, Retail, Inventory Control, Inventory Management, POS, PowerPoint, Microsoft Office, Purchasing, Microsoft Excel, Pricing, Windows 7, Series 6, Series 63, Merchandising, Mac OS X, Troubleshooting, Microsoft Word, Organization Skills, Management, Retail Banking, Customer Satisfaction, Time Management, Sales
Education
San Jose State University 2014 — 2016
Bachelor's Degree, Business Administration, Management and Supply Chain, 3.57 GPA
West Valley College 2012 — 2014
Associate's Degree, Business Administration
Mission College 2007 — 2011
Associate's Degree, General Education in Liberal Arts
BMO Harris Bank June 2015 - Present
BMO Harris Bank August 2014 - Present
JPMorgan Chase, N.A. September 2012 - August 2014
Northwestern Mutual May 2011 - August 2011
Skills
Team Leadership, Creative Problem Solving, Relationship Management, Initiator, Sales, Financial Analysis, Microsoft Office, Social Media, Customer Service, Inventory Management, Leadership, Portfolio Management
Education
Miami University 2008 — 2012
Bachelor’s Degree
St. Thomas Academy 2004 — 2008
JPMorgan Chase N.A. July 2013 - Present
Carr Business Systems October 2011 - 2012
Education
Hofstra University 2003 — 2007
BA in Marketing, Business
La Raza Newspaper February 2015 - Present
Daily Herald/Reflejos Bilingual Newspaper August 2012 - February 2015
JPMorgan Chase, N.A. March 2008 - August 2011
AmeriSuites Hotels December 2004 - November 2008
Skills
Sales, Sales Operations, Sales Management, Account Management, Cold Calling, Customer Service, Cross Selling, Marketing Strategy, Advertising, Public Relations, Business Development, Sales Process, Operations Management, Sales Presentations, Social Media Marketing, Marketing Communications, Digital Marketing, Email Marketing, Online Marketing, Product Marketing, Promotions, Event Planning, Corporate Events, Event Producing, Business Networking, Retail Banking, Employee Training, Hands-on Training, Leadership, Leadership Development, Business Process..., Prospect Research, Sales Prospecting, Event Management, Events Coordination, Marketing, Social Media, Social Networking, Strategic Planning, Public Speaking, Management
Education
Universidad del Valle de México
JPMorgan Chase N.A. October 2013 - Present
Edward Jones May 2011 - March 2013
Fidelity Investments June 2007 - April 2011
Skills
Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Mutual Funds, Retirement, Series 63, Fixed Annuities, Investment Advisory, 401k Rollovers, Asset Allocation, 401k, Series 66
Education
Northern Kentucky University 1999 — 2003
Psychology
JPMorgan Chase N.A. July 2012 - April 2015
BNY Mellon January 2010 - April 2010
BNY Mellon March 2008 - January 2010
BNY Mellon January 2007 - March 2008
Newtown Savings Bank May 2000 - April 2002
Skills
Licensed to Sell..., Series 6, Series 63, New York State Life...
Education
SUNY Oswego 2003 — 2006
BA in English Literature, English Language and Literature/Letters
Western Connecticut State University 1999 — 2002
English Language and Literature, General
Capital One Auto Finance May 2014 - Present
Retreat Capital Management, Inc. 2012 - 2014
JPMorgan Chase, N.A. 2011 - 2012
Nationstar Mortgage 2010 - 2011
Clark Consulting 2008 - 2009
Avelo Mortgage 2006 - 2008
Skills
Quality Assurance, Analysis, Financial Services, Risk Management, Training, Vendor Management, Leadership, Finance, Business Analysis, Process Improvement, Portfolio Management
Education
University of North Texas 2003 — 2006
Bachelor's degree, Finance and Financial Management Services, 3.78
JPMorgan Chase, N.A. February 2015 - Present
JPMorgan Chase, N.A. June 2012 - January 2015
JPMorgan Chase, N.A. July 2010 - June 2012
Education
Grove City College 2006 — 2010
Bachelor's of Science, Business Management
JPMorgan Chase N.A. July 2013 - Present
JPMorgan Chase N.A. June 2011 - June 2013
Saks Fifth Avenue February 2010 - June 2011
Milly September 2010 - September 2010
Saks Fifth Avenue September 2009 - February 2010
Saks Fifth Avenue May 2008 - September 2009
Lucky Brand Jeans November 2003 - May 2008
Skills
Marketing Communications, Public Relations, Supervisory Skills, Personal Shopping, Microsoft Office, iWork, Sales, Organizing, Time Management, Personal Finance, Fashion, Apparel, Event Management, Management, Coaching, Training, Leadership, Marketing, Public Speaking, Microsoft Excel, Visual Merchandising, Event Planning, Newsletters, Microsoft Word, Outlook, Merchandising, Retail, Customer Satisfaction, Teamwork, PowerPoint, Sales Management, Customer Service, Team Building, Selling, Store Management, Banking, Recruiting, Inventory Management, Hiring, Interviews, Employee Training
Education
Franklin University 2008 — 2009
Bachelor of Science, Marketing
The Ohio State University 2006 — 2008
Associates of Arts, Art/Art Studies, General
Fashion Institute of Design & Merchandising 2004 — 2005
A.A., Fashion Design
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase, N.A. October 2012 - December 2014
Celgene April 2012 - October 2012
BMS April 2011 - March 2012
Roche Molecular Systems, Inc. June 2007 - February 2010
Hoffmann-La Roche Inc. March 2004 - June 2007
Adecco, for Hoffmann La-Roche Inc. October 2002 - March 2004
Skills
SQM, UAT, Test Strategy, Vendor Management, Root Cause Analysis, Process Improvement, Strategic Sourcing, SDLC, Process Flow, Document Management, FDA, GxP, SOP development, Business Analysis, Functional..., Requirements Analysis, Requirements Gathering, Compliance, Technical Writing, Business/Systems..., Program Management, Project Management, Project Scope..., Customer Service, Cross-functional Team..., Key Performance..., Negotiation, Scrum, Analysis, Sourcing, User Acceptance Testing, Management, Performance Management, Procurement, SAP, Strategy, Leadership, Pharmaceutical Industry, Software Quality..., ERP
Education
London Business School
St. Peter's College
MBAMIS, International Business and Informations Systems
Rutgers University
DualBA, Communications and Russian
ISM
Strategic sourcing, negotiations, and contracting
Henry Schein July 2015 - Present
JPMorgan Chase N.A. October 2013 - June 2015
AXA Advisors July 2012 - May 2013
AXA Advisors January 2012 - May 2012
Public Broadcasting Service June 2011 - August 2011
Skills
Leadership, Series 7, Series 66, Life & Health Insurance..., Financial Analysis, Business Analysis, Business Strategy, PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Investments, Customer Service, Social Media, Facebook, Time Management, Social Media Marketing, Public Speaking, Research, Marketing, Market Research, Marketing Communications, Social Networking, Teamwork, Management, Marketing Strategy
Education
State University of New York College at Geneseo 2008 — 2012
John Wiley Jones School of Business, AACSB Accredited, Bachelor of Science (B.S.), Business Administration
London Metropolitan University 2010 — 2011
Ward Melville High School 2005 — 2008
Regents Honors Diploma
JPMorgan Chase, N.A. January 2012 - Present
Anderson Visual Impact October 2012 - Present
JPMorgan Chase, N.A. April 2010 - January 2012
Education
Houston Community College 2009 — 2014
Associate of Arts
Stratford high school
JPMorgan Chase N.A September 2011 - Present
Chase Investment Services Corp December 2005 - September 2011
Northern Trust January 2003 - December 2005
American Express Financial Advisors 2001 - 2003
Morgan Stanley Dean Witter July 1999 - February 2001
Education
Union College 1995 — 1999
Bachelor of Science (B.S.)
JPMorgan Chase August 2007 - Present
AGBU 2009 - 2012
JPMorgan Chase, N.A. February 2006 - August 2007
Skills
Commercial Lending, Financial Analysis
Education
University of Houston 2001 — 2005
University of Houston, C.T. Bauer College of Business 2001 — 2005
BBA, Finance
JPMorgan Chase N.A. January 2010 - Present
wells fargo bank January 2003 - May 2009
Education
California State University-Long Beach - College of Business Administration 2007 — 2012
Bachelor's, Finance with emphasis in investments
JPMorgan Chase Bank, N.A. January 2014 - Present
JPMorgan Chase N.A. January 2013 - December 2013
JPMorgan Chase & Co. July 2011 - December 2012
Peyco Southwest Realty Inc. December 2007 - July 2011
National Semiconductor January 1986 - June 2008
Skills
Manufacturing, Analysis, Data Analysis, Valuation, Project Management, Microsoft Excel, Asset Managment, Strategic Planning, Electronics, Troubleshooting, Microsoft Office, Appraisals, Financial Analysis, Commercial Real Estate, Procurement, Real Estate, Asset Management
Education
Dallas Baptist University 1992 — 1996
Bachelor of Appied Science, Business Administration
Chemeketa Community College 1981 — 1983
Associates Degree, Electronic Engineering
Cabot Lodge Securities September 2012 - Present
Chase Investment Services Corp October 2010 - February 2012
JPMorgan Chase NA March 2007 - October 2010
HF January 2006 - August 2006
Macy's April 2004 - March 2006
Skills
Language: Fluent in..., Computer: MS..., Banking, Investments, Portfolio Management, Asset Managment, Investment Advisory, Sales, Management, Cold Calling, Retirement Planning, Small Business..., FINRA Series 7, FINRA Series 65, FINRA Series 63, NYS Life,Health &..., Asset Management, Credit, Equities, Series 7, Finance, Series 63, FINRA
Education
City University of New York-Brooklyn College 2001 — 2005
Bachelor of Science, Business Management &Finance, 3.4
City University of New York-Brooklyn College 2001 — 2005
Bachelor of Science, Economics, 3.1
Cook Systems International May 2015 - Present
Warrior Energy Services October 2014 - January 2015
JPMorgan Chase, N.A. September 2012 - October 2014
Northwestern Mutual February 2012 - September 2012
C & C Technologies April 2011 - August 2011
C & C Technologies March 2007 - April 2011
Geek Squad June 2005 - March 2007
Geek Squad June 2002 - March 2007
CVS Pharmacy November 1997 - June 2000
Education
University of Louisiana at Lafayette 2011 — 2012
Bachelor of Science in Business Administration (B.S.B.A.), Finance, General
University of Louisiana at Lafayette 2000 — 2005
Bachelor of Science in Business Administration (B.S.B.A.), Management Information Systems, 3.13
Cape Elizabeth High School, Maine 1996 — 2000
General High School Diploma
JPMorgan Chase N.A. June 2012 - Present
JPMorgan Chase N.A. June 2010 - June 2012
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2010
MBA, Executive Management/ Finance, 3.9
St. John's University 2004 — 2008
Bachelor of Science, Business Management, 3.87
Jpmorgan Chase N.A March 2015 - Present
JPMorgan Chase Bank, N.A. May 2010 - March 2015
FirstBank Florida April 2004 - May 2010
Leland Enterprises August 2003 - January 2004
SunTrust Bank May 2003 - September 2003
JPMorgan Chase May 2002 - May 2003
Education
University of Central Florida - College of Business Administration 2006 — 2008
Bachelor Degree in Business Administration & Minor in Accounting, Business, Management, Marketing, and Related Support Services
Valencia Community College 2004 — 2006
Associates in Human Resource Management, Human Resources Management and Services
JPMorgan Chase April 2014 - Present
JPMorgan Chase, NA June 2011 - April 2014
JPMorgan Chase, NA. Newark, DE May 2010 - June 2011
JPMorgan Chase May 2006 - March 2011
MBNA America Bank, NA September 2003 - May 2006
Skills
Investment Banking, Equities, Derivatives, Analysis, Financial Services, Microsoft Office, Trading, FX Options, Risk Management, Banking, Leadership, Equity Derivatives, Electronic Trading
Education
Goldey-Beacom College 2002 — 2006
Bachelor, Finance Management
Goldey-Beacom College 2002 — 2004
Associate, Accounting
Illinois Railway Museum 2010 - Present
Illinois Railway Museum November 2008 - February 2009
JPMorgan Chase December 2007 - November 2008
JPMorgan Chase NA January 2000 - December 2007
Bank One NA January 1984 - January 2000
Skills
Project Management, Banking, Risk Management, Investment Banking, Treasury Management, FASB, Underwriting, Finance, Fixed Income, Capital Markets, Commercial Banking, Series 7, Securities, Executive Management, Strategic Financial...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1977 — 1978
MBA, Business Economics
University of Northern Iowa 1969 — 1973
BA, Marketing
Fifth Third Bank April 2015 - Present
Fifth Third Bank April 2015 - Present
Neighborhood Housing Services of Chicago January 2015 - March 2015
JPMorgan Chase February 2010 - October 2014
JPMorgan Chase, N.A. July 2008 - March 2009
JPMorgan Chase April 2006 - June 2008
JPMorgan Chase August 2002 - April 2006
JPMorgan Chase & Co. January 1992 - December 2002
JPMorgan Chase & Co. January 1990 - December 1991
JPMorgan Chase & Co. January 1981 - December 1989
Skills
Leadership, Management, Strategic Planning, Banking, Business Development, Nonprofits, Coaching, Loans, Marketing, Sales Management, Risk Management, Sales, Mergers & Acquisitions, CRM, Non-profits, Recruiting, Finance, Change Management, Community Relations..., Non-profit Boards, Mergers, Corporate Positioning, Diversity & Inclusion, Corporate Branding, Relationship Building, Staff Management, P&L Management, Budget Management, Strategic Partnerships, Reputation Management, Corporate Social..., Diversity Relations, Multicultural..., Civic Engagement, Organizational..., Staff Development, Reputation Leadership, Program Management, Start-ups
Education
Tennessee State University 1977 — 1978
Business Adm
Chicago State University
Bachelors Degree, Business Administration
John Hancock Financial Services January 2013 - Present
JPMorganTreasury & Securities Services October 2010 - December 2012
JPMorgan Chase N.A. October 2010 - January 2012
PwC July 2007 - September 2010
PricewaterhouseCoopers, LLP July 2007 - September 2010
PricewaterhouseCoopers, LLP June 2006 - August 2006
Allied Irish BankInvestment Banking August 2004 - January 2006
Skills
Tax, Auditing, Finance, Financial Statements, Analysis, Tax Preparation, Investments, Tax Returns, Capital Markets, Mutual Funds, Software Documentation, Credit, Financial Reporting, Financial Analysis, Spreadsheets, Corporate Tax, Accounting, Management, International Tax, CPA, Financial Accounting, Internal Controls, Microsoft Office, Non-profits, Pivot Tables, Policy Analysis, SEC filings, Sarbanes-Oxley Act, Tax Accounting, US GAAP
Education
Pace University
BBA, Public Accounting
Suffolk University - Sawyer Business School
Master's degree, Taxation
JPMorgan Chase N.A. July 2014 - Present
AFLAC NY August 2009 - March 2011
Education
Adelphi University
BS, Business Management; Finance2006-2009
Kingsborough Community College
AA; Liberal Arts2004, 2006
JPMORGAN Chase NA March 2012 - Present
BL Translations Solutions January 2010 - March 2012
Bank of America August 2006 - September 2007
Education
City College of New York
University of Phoenix
Bachelor of Science, Business Administration
JPMorgan Chase N.A. August 2003 - Present
Prudential Securities January 2000 - August 2003
Education
Syracuse University 1991 — 1995
Bachelors, Information Studies, Concentration in Business Management
JPMorgan Chase, NA August 2014 - Present
JPMorgan Chase Bank, NA September 2011 - August 2014
Harbor Fitness September 2009 - August 2011
St. Francis College September 2009 - December 2009
Madison Square Garden March 2009 - May 2009
Yale University Athletics September 2008 - December 2008
Forest City Ratner Companies June 2008 - August 2008
Matte' & Company, Inc September 2007 - December 2007
Skills
Fundraising, Leadership, Business Development, Public Relations, Research, Access, Microsoft Word, Microsoft Excel, Community Outreach, PowerPoint, Sales, Social Networking, Outlook, Data Analysis
Education
Pace University - Lubin School of Business 2009 — 2011
Master of Business Administration (MBA), Strategic Management
Sacred Heart University John F. Welch College of Business 2005 — 2009
B.S, Business Administration & Sport Management
American University of Rome 2008 — 2008
Study Abroad, Business
JPMORGAN CHASE NA. March 2010 - Present
HSBC BANK January 2006 - October 2009
WASHINGTON MUTUAL BANK April 2005 - January 2006
BANK OF NEW April 2000 - April 2005
Education
Morgan State University
Bachelor of Science Degree, Finance
JPMorgan Chase Bank, N.A. September 2012 - Present
JPMorgan Chase, N.A. November 2010 - September 2012
Margaret Weis Productions 2009 - 2010
The Plaines Agency 2006 - 2010
Landaas & Company June 2008 - August 2009
Charles Schwab & Co., Inc July 2004 - September 2007
Strong Capital Management December 2002 - July 2004
Prostaff, A Kelly Services Company April 2002 - December 2002
TSR, Inc. 1997 - 2001
Wizards of the Coast 1996 - 2001
Education
University of Hartford 1992 — 1996
Bachelor of Arts, English Literature
Williams Bay High School
Sard Verbinnen & Co August 2012 - Present
JPMorgan Chase, N.A. June 2011 - August 2011
Castle Harlan June 2010 - August 2010
Sterling Infosystems, Inc. June 2009 - August 2009
Skills
Excel, PowerPoint, Word, Microsoft Office, Research, Analysis, Financial Analysis, Corporate Finance, Quantitative Analysis, Microsoft Excel, Microsoft Word, Press Releases, Mergers & Acquisitions, Investor Relations, Strategy, Social Media, Investments, Media Relations, Finance, Event Planning, Marketing, Data Analysis, Public Speaking, Public Relations
Education
Colgate University 2008 — 2012
BA, Sociology and Anthropology, 3.6
The Pingry School 2004 — 2008
JPMorgan Chase N.A. May 2014 - Present
JP Morgan Chase May 2012 - Present
JPMorgan Chase June 2007 - May 2012
Skills
Leadership, Management, Consumer Lending, Mortgage Lending, Notary Public, Loans, Loan Origination
Education
UCI
Business Analyst Certificate
California State University-Long Beach - College of Business Administration
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
J.P. Morgan February 2015 - Present
JPMorgan Chase, N.A. March 2012 - February 2015
National Securities Corporation March 2010 - October 2011
Morgan Stanley Smith Barney July 2008 - July 2010
Education
City University of New York-Baruch College 2005 — 2011
BBA, Finance and Investments, Psychology Minor
Baruch College, City University of New York (CUNY)
JPMorgan Chase, N.A. February 2012 - Present
State Farm Agent November 2008 - November 2011
Skills
Customer Service, Insurance, Legal Research, Westlaw, Microsoft Office
Education
Harper College 2008 — 2011
Associate in Applied Science, Paralegal
Security Service Federal Credit Union May 2015 - Present
JPMorgan Chase NA March 2013 - May 2015
Merrill Lynch May 2012 - March 2013
Four Corners Painting January 1996 - May 2012
San Antonio River Authority May 1993 - December 1995
Education
The University of Texas at San Antonio 2007 — 2010
MBA, Finance
Indiana University Bloomington 1989 — 1993
Bachelor of Science, Environmental Management
United Way of Acadiana September 2015 - Present
JPMorgan Chase NA November 2012 - Present
JPMorgan Chase NA July 2012 - Present
JPMorgan Chase NA July 2007 - November 2012
KLFY June 2002 - July 2007
Skills
Social Media, Customer Service, Social Media Marketing, Social Networking, Public Relations, Public Speaking, Strategic Planning, Marketing Strategy, Sales, Event Planning
Education
University of Louisiana at Lafayette 1999 — 2003
Bachelor of Arts (B.A.), Broadcast Journalism
Cerritos High
JPMorgan Chase, N.A. February 2014 - Present
JPMorgan Chase, N.A. March 2012 - February 2014
JPMorgan Chase, N.A. March 2010 - March 2012
Telhio Credit Union March 2008 - March 2010
Skills
Investor Reporting, Mortgage Servicing, Account Reconciliation, Team Leadership, Management, Managerial Skills, General Ledger, Time Management, Microsoft Excel, Banking, Loans, Operations Management, Loan Modifications, Microsoft Office, System Testing, Customer Oriented
Education
Franklin University 2007 — 2009
Bachelor's degree, Business Administration
The Ohio State University 2005 — 2007
JPMorgan Chase, N.A. August 2013 - Present
Diligent Financial Group March 2013 - June 2013
Target July 2011 - December 2012
SchoolsFirst Federal Credit Union April 2011 - July 2011
Berkeley Research Group LLC January 2011 - April 2011
Skills
Analysis, Forecasting, Banking, Finance, Sales, Financial Analysis
Education
California State University-Fullerton 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
JPMorgan Chase, N.A. June 2007 - Present
Eden II December 2000 - Present
Education
Kaplan University
Life Insurance License
Reg Ed
Series 6 and 63
College Of Staten Island
JPMorgan Chase N.A. February 2010 - August 2014
Best Buy November 2003 - June 2010
Education
University of Houston-Downtown 2014 — 2015
Bachelor's Degree, Business Administration, Finance
Lone Star College System 2011 — 2013
Associate of Science (AS)
JPMorgan Chase N.A. November 2009 - Present
Skills
Customer Service, Microsoft Office, Management, Leadership, Sales, Credit, Financial Analysis, Finance, Banking, Credit Analysis, Relationship Management
Education
Roosevelt University 2007 — 2009
Finance
JPMorgan Chase, N.A. December 2013 - Present
Verizon Wireless 2007 - 2012
Education
UCLA Extension 2013 — 2013
Certificate, Paralegal Studies
University of California, Los Angeles
JPMorgan Chase, N.A. August 2012 - Present
Education
University of California, Los Angeles
Anthropolgy & Sociology
University of California, Los Angeles
Anthropology & Sociology