JPMorgan Chase, Private Bank
Industry: Commercial bank
DescriptionJ.P. Morgan & Co. is a commercial and investment banking institution founded by J. P. Morgan in 1871. The company was a predecessor of three of the largest banking institutions in the world, JPMorgan Chase, Morgan Stanley, and Deutsche Bank, and was involved in the formation of Drexel Burnham Lambert. CEO: Diana Farrell (Oct 2014–) Founder: J. P. Morgan Founded: 1871 Parent organization: JPMorgan Chase Headquarters: New York City, NY Number of employees: 26,314 (2010)
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JPMorgan Chase, Private Bank Employees
Employee
Years
Job
Industry
Sateesh Mandavilli Sateesh Mandavilli's JPMorgan Chase, Private Bank Experience July 2006 - December 2009
Job Information Architect, ACE Private Risk Services
Industry Financial Services
Experience
ACE Private Risk Services March 2013 - Present
AIG 2009 - March 2013
JPMorgan Chase Private Bank July 2006 - December 2009
JPMorgan Chase Insurance July 1999 - June 2006
Hexaware Technologies May 1996 - June 1999
Skills
SDLC, Security, Enterprise Software, Budgets, Requirements Analysis, Business Analysis, Data Warehousing, Data Modeling, Business Intelligence, IT Strategy, Solution Architecture, Vendor Management, Oracle
Education
Bangalore University
Bachelor of Engineering, Electronics
ACE Private Risk Services March 2013 - Present
AIG 2009 - March 2013
JPMorgan Chase Private Bank July 2006 - December 2009
JPMorgan Chase Insurance July 1999 - June 2006
Hexaware Technologies May 1996 - June 1999
Skills
SDLC, Security, Enterprise Software, Budgets, Requirements Analysis, Business Analysis, Data Warehousing, Data Modeling, Business Intelligence, IT Strategy, Solution Architecture, Vendor Management, Oracle
Education
Bangalore University
Bachelor of Engineering, Electronics
Valencia Brown Valencia Brown's JPMorgan Chase, Private Bank Experience July 2010 - May 2015
Job Credit Risk Analyst: Loan Analysis | Research | High Volume Documentation Review | Customer Service
Industry Banking
Experience
JPMorgan Chase, Private Bank July 2010 - May 2015
JPMorgan Chase March 2009 - July 2010
Chase, Private Bank August 2000 - March 2009
Texas Commerce Bank - JPMorgan Chase April 1982 - August 2000
Skills
Banking, Portfolio Management, Microsoft Office, Credit Risk, Customer Service, Financial Analysis, Credit, Process Improvement, Risk Management, Loans, Financial Services, Finance, Business Analysis, PowerPoint, Microsoft Excel, Investments
Education
University of Houston-Downtown 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Deans List
JPMorgan Chase, Private Bank July 2010 - May 2015
JPMorgan Chase March 2009 - July 2010
Chase, Private Bank August 2000 - March 2009
Texas Commerce Bank - JPMorgan Chase April 1982 - August 2000
Skills
Banking, Portfolio Management, Microsoft Office, Credit Risk, Customer Service, Financial Analysis, Credit, Process Improvement, Risk Management, Loans, Financial Services, Finance, Business Analysis, PowerPoint, Microsoft Excel, Investments
Education
University of Houston-Downtown 2005 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Deans List
Adrienne Davis-Roberson Adrienne Davis-Roberson's JPMorgan Chase, Private Bank Experience June 2008 - November 2009
Job Licensed Real Estate Salesperson
Industry Real Estate
Experience
Nest Seekers International August 2014 - Present
Hinds Property Group January 2010 - May 2014
JPMorgan Chase Private Bank June 2008 - November 2009
JPMorgan Chase June 2006 - May 2008
Skills
Customer Service, Event Planning, Social Media, Public Speaking, Microsoft Office, Event Management, Microsoft Excel, Sales, Management, Real Estate
Education
Clark Atlanta University 2004 — 2006
BA, Finance
Nest Seekers International August 2014 - Present
Hinds Property Group January 2010 - May 2014
JPMorgan Chase Private Bank June 2008 - November 2009
JPMorgan Chase June 2006 - May 2008
Skills
Customer Service, Event Planning, Social Media, Public Speaking, Microsoft Office, Event Management, Microsoft Excel, Sales, Management, Real Estate
Education
Clark Atlanta University 2004 — 2006
BA, Finance
Peter Russ Peter Russ's JPMorgan Chase, Private Bank Experience April 2010 - January 2014
Job Looking for employment in the nonprofit industry using my skills in finance and budgets
Industry Financial Services
Experience
JPMorgan Chase Private Bank April 2010 - January 2014
Wilmington Jaycees January 2011 - December 2013
JPMorgan Chase Private Bank March 2007 - June 2008
JPMorgan Chase & Co. March 2005 - March 2007
JPMorgan Chase Private Bank May 2003 - March 2005
JPMorgan Chase Private Bank March 2001 - May 2003
J.P. Morgan Advisory Services, Inc. March 2000 - March 2001
Equiserve Inc September 1999 - March 2000
Equiserve January 1999 - September 1999
First Chicago Trust / Equiserve June 1997 - January 1999
Skills
Process Improvement, Financial Research, Banking, Leadership, Budgets, Management, Analysis, Procedure Development, Securities, Microsoft Office, Accounting, Financial Analysis, Regulatory Compliance, Domestic & Global..., Financial Services, Written Communication, Training, Risk Management, Skilled Multi-tasker, Auditing, Employee Benefits, Customer Service, Microsoft Excel, Event Planning, Investments, Finance
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Master of Business Administration (M.B.A.), Finance, 3.56
University of Delaware - Lerner College of Business and Economics 1992 — 1995
Bachelor's Degree, Finance, 3.47
Syracuse University 1990 — 1991
Finance, 3.41
New Utrecht High School 1988 — 1990
High School, General, 2.7
Elementary / Junior High School 1976 — 1986
JPMorgan Chase Private Bank April 2010 - January 2014
Wilmington Jaycees January 2011 - December 2013
JPMorgan Chase Private Bank March 2007 - June 2008
JPMorgan Chase & Co. March 2005 - March 2007
JPMorgan Chase Private Bank May 2003 - March 2005
JPMorgan Chase Private Bank March 2001 - May 2003
J.P. Morgan Advisory Services, Inc. March 2000 - March 2001
Equiserve Inc September 1999 - March 2000
Equiserve January 1999 - September 1999
First Chicago Trust / Equiserve June 1997 - January 1999
Skills
Process Improvement, Financial Research, Banking, Leadership, Budgets, Management, Analysis, Procedure Development, Securities, Microsoft Office, Accounting, Financial Analysis, Regulatory Compliance, Domestic & Global..., Financial Services, Written Communication, Training, Risk Management, Skilled Multi-tasker, Auditing, Employee Benefits, Customer Service, Microsoft Excel, Event Planning, Investments, Finance
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Master of Business Administration (M.B.A.), Finance, 3.56
University of Delaware - Lerner College of Business and Economics 1992 — 1995
Bachelor's Degree, Finance, 3.47
Syracuse University 1990 — 1991
Finance, 3.41
New Utrecht High School 1988 — 1990
High School, General, 2.7
Elementary / Junior High School 1976 — 1986
Stanley Kogelman Stanley Kogelman's JPMorgan Chase, Private Bank Experience September 2001 - May 2003
Job President and Founder, Delft Strategic Advisors, LLC
Industry Investment Management
Experience
Delft Strategic Advisors, LLC May 2003 - Present
Advanced Portfolio Management (APM) January 2013 - Present
JPMorgan Chase Private Bank September 2001 - May 2003
Goldman, Sachs & Company 1998 - 2001
Salomon Brothers Asset Management 1985 - 1998
Skills
Portfolio Management, Financial Advisory, Equity Valuation, Due Diligence, Investment Advisory, Management, High Net Worth..., Pension Funds, Family Office, Strategy, Tactical Asset...
Education
Rensselaer Polytechnic Institute
Ph.D.
Rensselaer Polytechnic Institute
M.S.
Smith College
MSW
Delft Strategic Advisors, LLC May 2003 - Present
Advanced Portfolio Management (APM) January 2013 - Present
JPMorgan Chase Private Bank September 2001 - May 2003
Goldman, Sachs & Company 1998 - 2001
Salomon Brothers Asset Management 1985 - 1998
Skills
Portfolio Management, Financial Advisory, Equity Valuation, Due Diligence, Investment Advisory, Management, High Net Worth..., Pension Funds, Family Office, Strategy, Tactical Asset...
Education
Rensselaer Polytechnic Institute
Ph.D.
Rensselaer Polytechnic Institute
M.S.
Smith College
MSW
Curg Click Curg Click's JPMorgan Chase, Private Bank Experience August 2004 - June 2005
Job Marketing Director at The Newdell Company
Industry Marketing and Advertising
Experience
The Newdell Company May 2013 - Present
GSE Environmental September 2011 - May 2013
Worldwide Oilfield Machine February 2006 - June 2011
Miresco Decorative Rugs June 2005 - February 2006
JPMorgan Chase Private Bank August 2004 - June 2005
Independent Contractor January 2002 - August 2004
Enron Corporation January 2000 - December 2001
Foley’s September 1998 - December 1999
University of Houston March 1996 - September 1998
Skills
InDesign, Graphic Design, Layout, Illustrator, Project Management, QuarkXPress, Video Production/Editing, Trade Show Coordination, Brochures, Graphics, Advertising, Adobe Creative Suite, Marketing, Photography, Mac, Posters, Illustration
Education
Nicholls State University 1986 — 1990
Bachelor of Arts (B.A.), Art
Nicholls State University 1986 — 1990
Bachelor of Arts, Art
The Newdell Company May 2013 - Present
GSE Environmental September 2011 - May 2013
Worldwide Oilfield Machine February 2006 - June 2011
Miresco Decorative Rugs June 2005 - February 2006
JPMorgan Chase Private Bank August 2004 - June 2005
Independent Contractor January 2002 - August 2004
Enron Corporation January 2000 - December 2001
Foley’s September 1998 - December 1999
University of Houston March 1996 - September 1998
Skills
InDesign, Graphic Design, Layout, Illustrator, Project Management, QuarkXPress, Video Production/Editing, Trade Show Coordination, Brochures, Graphics, Advertising, Adobe Creative Suite, Marketing, Photography, Mac, Posters, Illustration
Education
Nicholls State University 1986 — 1990
Bachelor of Arts (B.A.), Art
Nicholls State University 1986 — 1990
Bachelor of Arts, Art
Victor Xistris Victor Xistris's JPMorgan Chase, Private Bank Experience April 2000 - February 2005
Job Experienced Wealth Management Senior Executive and attorney.
Industry Investment Management
Experience
Happily retired - available for fiduciary consulting opportunities April 2014 - Present
US Trust Bank of America Private Wealth Management September 2010 - March 2014
New York Private Bank & Trust, FSB February 2005 - April 2010
JPMorgan Chase Private Bank April 2000 - February 2005
JPMorgan Chase 2000 - 2005
Kirkland & Ellis 1998 - 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Risk Management, Wealth Management..., High Net Worth..., Securities, Estate Planning
Education
New York Law School 1971 — 1975
JD
Lehigh University - College of Business and Economics 1966 — 1970
BA, Economics
Happily retired - available for fiduciary consulting opportunities April 2014 - Present
US Trust Bank of America Private Wealth Management September 2010 - March 2014
New York Private Bank & Trust, FSB February 2005 - April 2010
JPMorgan Chase Private Bank April 2000 - February 2005
JPMorgan Chase 2000 - 2005
Kirkland & Ellis 1998 - 2000
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Risk Management, Wealth Management..., High Net Worth..., Securities, Estate Planning
Education
New York Law School 1971 — 1975
JD
Lehigh University - College of Business and Economics 1966 — 1970
BA, Economics
Garrett Camporine Garrett Camporine's JPMorgan Chase, Private Bank Experience January 2010 - Present
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase, Private Bank January 2010 - Present
Curtis, Mallet-Prevost, Colt & Mosle LLP January 2009 - December 2010
Pillsbury Winthrop Shaw Pittman LLP January 2005 - December 2008
Chadbourne & Parke LLP January 2001 - December 2005
United States District Court, District of CT 1999 - 2001
Deloitte 1997 - 1999
Skills
Banking, Risk Management, Fixed Income, Equities, Investment Banking, Capital Markets, Portfolio Management, Derivatives, Hedge Funds, Financial Services, International Tax, Private Clients, Tax, Regulatory Affairs, Mergers & Acquisitions, International Law, Cross-border..., Financial Structuring, Lines Of Credit, Product Liability, Real Estate Transactions, Estate Planning, Trust Taxation, Wealth Management
Education
New York University School of Law
Master of Laws (LL.M.), Tax Law/Taxation
University of Cambridge
Coursework in Comparative Laws
The College of William and Mary 1991 — 1994
Bachelor's degree
Quinnipiac University - School of Business
Master of Business Administration (MBA), Accounting
Quinnipiac University School of Law
Doctor of Law (J.D.)
JPMorgan Chase, Private Bank January 2010 - Present
Curtis, Mallet-Prevost, Colt & Mosle LLP January 2009 - December 2010
Pillsbury Winthrop Shaw Pittman LLP January 2005 - December 2008
Chadbourne & Parke LLP January 2001 - December 2005
United States District Court, District of CT 1999 - 2001
Deloitte 1997 - 1999
Skills
Banking, Risk Management, Fixed Income, Equities, Investment Banking, Capital Markets, Portfolio Management, Derivatives, Hedge Funds, Financial Services, International Tax, Private Clients, Tax, Regulatory Affairs, Mergers & Acquisitions, International Law, Cross-border..., Financial Structuring, Lines Of Credit, Product Liability, Real Estate Transactions, Estate Planning, Trust Taxation, Wealth Management
Education
New York University School of Law
Master of Laws (LL.M.), Tax Law/Taxation
University of Cambridge
Coursework in Comparative Laws
The College of William and Mary 1991 — 1994
Bachelor's degree
Quinnipiac University - School of Business
Master of Business Administration (MBA), Accounting
Quinnipiac University School of Law
Doctor of Law (J.D.)
Victoria Satlov Victoria Satlov's JPMorgan Chase, Private Bank Experience April 2005 - May 2009
Job Project Manager / Business/ Data Analyst
Industry Financial Services
Experience
Bank Leumi July 2013 - Present
EmblemHealth March 2013 - July 2013
Bank of Tokyo-Mitsubishi UFJ April 2012 - September 2012
Citi Group November 2011 - January 2012
Credit Suisse Private Bank April 2010 - August 2011
JPMorgan Chase Private Bank April 2005 - May 2009
JPMorgan Chase Private Bank January 2004 - March 2005
JPmorgan Chase Private Bank January 2001 - December 2003
JPMorgan Private Bank July 1998 - December 2000
Skills
SDLC, Data Warehousing, Requirements Analysis, Requirements Gathering, Analysis, Governance, Business Analysis, Enterprise Architecture, Testing, ETL, Data Modeling, Project Management, Vendor Management, IT Strategy, PMO, Integration, Software Documentation, Data Analysis, Private Banking, Core Banking, Management, Risk Management
Education
New York University
BS, Information Systems
Bank Leumi July 2013 - Present
EmblemHealth March 2013 - July 2013
Bank of Tokyo-Mitsubishi UFJ April 2012 - September 2012
Citi Group November 2011 - January 2012
Credit Suisse Private Bank April 2010 - August 2011
JPMorgan Chase Private Bank April 2005 - May 2009
JPMorgan Chase Private Bank January 2004 - March 2005
JPmorgan Chase Private Bank January 2001 - December 2003
JPMorgan Private Bank July 1998 - December 2000
Skills
SDLC, Data Warehousing, Requirements Analysis, Requirements Gathering, Analysis, Governance, Business Analysis, Enterprise Architecture, Testing, ETL, Data Modeling, Project Management, Vendor Management, IT Strategy, PMO, Integration, Software Documentation, Data Analysis, Private Banking, Core Banking, Management, Risk Management
Education
New York University
BS, Information Systems
Beth Wittman's JPMorgan Chase, Private Bank Experience October 2013 - June 2014
Job Financial Services Professional
Industry Financial Services
Experience
Buttonwood Financial Partners November 2014 - Present
JPMorgan Chase Private Bank October 2013 - June 2014
Coyote Financial, Inc. July 2009 - October 2013
The Planning Group of Scottsdale November 2008 - July 2009
VIVO Business Services June 2008 - October 2008
Wealth-Trust Arizona (formerly DeGreen Wealth Management) 1997 - 2008
Skills
Investments, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Equities, Series 63, Fixed Income, Insurance, Management, Fixed Annuities, Life Insurance
Education
University of Pittsburgh 1978 — 1981
Master’s Degree, Business Education
Bloomsburg University of Pennsylvania
Bachelor of Science, Business Education
Buttonwood Financial Partners November 2014 - Present
JPMorgan Chase Private Bank October 2013 - June 2014
Coyote Financial, Inc. July 2009 - October 2013
The Planning Group of Scottsdale November 2008 - July 2009
VIVO Business Services June 2008 - October 2008
Wealth-Trust Arizona (formerly DeGreen Wealth Management) 1997 - 2008
Skills
Investments, Wealth Management, Mutual Funds, Series 7, Retirement Planning, Equities, Series 63, Fixed Income, Insurance, Management, Fixed Annuities, Life Insurance
Education
University of Pittsburgh 1978 — 1981
Master’s Degree, Business Education
Bloomsburg University of Pennsylvania
Bachelor of Science, Business Education
Rob Esposito Rob Esposito's JPMorgan Chase, Private Bank Experience August 2005 - November 2007
Job Lead Product Manager in Mobile Technology
Industry Information Technology and Services
Experience
JPMorgan Chase, Global Technology January 2013 - Present
JPMorgan Chase, HR Technology December 2007 - December 2012
JPMorgan Chase, Private Bank August 2005 - November 2007
CAPCOM, Inc. January 2003 - August 2005
Education
Philadelphia University 2000 — 2004
Bachelor of Science, Management Information Systems
JPMorgan Chase, Global Technology January 2013 - Present
JPMorgan Chase, HR Technology December 2007 - December 2012
JPMorgan Chase, Private Bank August 2005 - November 2007
CAPCOM, Inc. January 2003 - August 2005
Education
Philadelphia University 2000 — 2004
Bachelor of Science, Management Information Systems
D Hunter Reed D Hunter Reed's JPMorgan Chase, Private Bank Experience February 2011 - July 2013
Job Corporate Investment Financial Analyst at Syngenta
Industry Banking
Experience
Syngenta December 2014 - Present
JPMorgan Chase July 2013 - December 2014
JPMorgan Chase, Private Bank February 2011 - July 2013
JPMorgan Chase, Private Bank June 2008 - February 2011
Wilmington Tug February 2006 - February 2007
Merrill Lynch March 2005 - February 2006
Penn Maritime Inc. January 2003 - March 2005
Skills
Portfolio Management, Financial Analysis, Hedge Funds, Corporate Finance, Mutual Funds, Hyperion Essbase, Microsoft Excel, PowerPoint, Teradata, Valuation, Series 7, Series 63, Relationship Management, Structured Products, Military Experience, Maritime Operations, Maritime Safety, Management, Fixed Income
Education
Investment Banking Institute 2009 — 2009
University of Delaware - Lerner College of Business and Economics 2007 — 2008
MBA, Finance
State University of New York Maritime College 1998 — 2002
BS, Marine Transportation
Christchurch School 1994 — 1998
Diploma
Syngenta December 2014 - Present
JPMorgan Chase July 2013 - December 2014
JPMorgan Chase, Private Bank February 2011 - July 2013
JPMorgan Chase, Private Bank June 2008 - February 2011
Wilmington Tug February 2006 - February 2007
Merrill Lynch March 2005 - February 2006
Penn Maritime Inc. January 2003 - March 2005
Skills
Portfolio Management, Financial Analysis, Hedge Funds, Corporate Finance, Mutual Funds, Hyperion Essbase, Microsoft Excel, PowerPoint, Teradata, Valuation, Series 7, Series 63, Relationship Management, Structured Products, Military Experience, Maritime Operations, Maritime Safety, Management, Fixed Income
Education
Investment Banking Institute 2009 — 2009
University of Delaware - Lerner College of Business and Economics 2007 — 2008
MBA, Finance
State University of New York Maritime College 1998 — 2002
BS, Marine Transportation
Christchurch School 1994 — 1998
Diploma
Eileen Cruger's JPMorgan Chase, Private Bank Experience May 2010 - May 2013
Job Mortgage Underwriter at JPMorgan Chase Bank Private Bank
Industry Banking
Experience
JPMorgan Chase Bank Private Bank May 2013 - Present
JPMorgan Chase Private Bank May 2010 - May 2013
Optimax Mortgage Company March 2008 - May 2010
Decision One Mortgage, member HSBC group 1999 - 2007
Decision One Mortgage 1999 - 2007
Skills
Sales, Sales Process, Customer Service, Loans, Team Building, Banking, Credit, FHA, Loan Origination, Mortgage Banking, Mortgage Lending
Education
Southern Illinois University, Carbondale 1983 — 1987
BS, Speech Communications and Public Relations
JPMorgan Chase Bank Private Bank May 2013 - Present
JPMorgan Chase Private Bank May 2010 - May 2013
Optimax Mortgage Company March 2008 - May 2010
Decision One Mortgage, member HSBC group 1999 - 2007
Decision One Mortgage 1999 - 2007
Skills
Sales, Sales Process, Customer Service, Loans, Team Building, Banking, Credit, FHA, Loan Origination, Mortgage Banking, Mortgage Lending
Education
Southern Illinois University, Carbondale 1983 — 1987
BS, Speech Communications and Public Relations
Derek Schulman's JPMorgan Chase, Private Bank Experience February 2005 - September 2005
Job Analyst, Online Group at Estee Lauder
Industry Cosmetics
Experience
Estee Lauder Companies Online December 2010 - Present
MAC Cosmetics March 2007 - December 2010
Goldman Sachs October 2005 - February 2007
JPMorgan Chase Private Bank February 2005 - September 2005
JPMorgan Chase September 2003 - September 2004
Sega of America May 1999 - August 1999
Skills
Social Media, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Event Planning, Customer Service, Social Networking, Adobe Creative Suite, WordPress, Leadership, Management, Retail, Marketing
Education
North Carolina State University - College of Management 1997 — 2002
BA, Economics
Estee Lauder Companies Online December 2010 - Present
MAC Cosmetics March 2007 - December 2010
Goldman Sachs October 2005 - February 2007
JPMorgan Chase Private Bank February 2005 - September 2005
JPMorgan Chase September 2003 - September 2004
Sega of America May 1999 - August 1999
Skills
Social Media, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Event Planning, Customer Service, Social Networking, Adobe Creative Suite, WordPress, Leadership, Management, Retail, Marketing
Education
North Carolina State University - College of Management 1997 — 2002
BA, Economics
David Wick's JPMorgan Chase, Private Bank Experience April 2014 - June 2014
Job Corporate & Philanthropic Management
Industry Banking
Experience
Kellogg Company June 2014 - Present
Park District of Oak May 2013 - Present
JPMorgan Chase Private Bank April 2014 - June 2014
JPMorgan Chase October 2013 - April 2014
JP Morgan Private Bank October 2011 - October 2013
Kellogg Company June 2011 - October 2011
HSBC April 2008 - June 2011
HSBC 2007 - 2008
HSBC 2004 - 2007
Household International 2002 - 2004
Skills
Community Outreach, Teamwork, Business Analysis, Leadership, Vendor Management, Time Management, SDLC, Team Building, Credit, Risk Management, Compliance, Relationship Management, Mentoring, Credit Cards, Project Management, Process Improvement, Mortgage Lending, Management, Team Leadership, Training, Finance, Banking
Education
Concordia University-River Forest
Bachelor's Degree, Bachelor of Science (BS), Business Administration
Kellogg Company June 2014 - Present
Park District of Oak May 2013 - Present
JPMorgan Chase Private Bank April 2014 - June 2014
JPMorgan Chase October 2013 - April 2014
JP Morgan Private Bank October 2011 - October 2013
Kellogg Company June 2011 - October 2011
HSBC April 2008 - June 2011
HSBC 2007 - 2008
HSBC 2004 - 2007
Household International 2002 - 2004
Skills
Community Outreach, Teamwork, Business Analysis, Leadership, Vendor Management, Time Management, SDLC, Team Building, Credit, Risk Management, Compliance, Relationship Management, Mentoring, Credit Cards, Project Management, Process Improvement, Mortgage Lending, Management, Team Leadership, Training, Finance, Banking
Education
Concordia University-River Forest
Bachelor's Degree, Bachelor of Science (BS), Business Administration
Mike VanDeVelde's JPMorgan Chase, Private Bank Experience November 2013 - Present
Job Quality Control Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase - Private Bank November 2013 - Present
JPMorgan Chase - Private Bank August 2012 - November 2013
JPMorgan Chase August 2009 - August 2012
JPMorgan Chase August 2003 - August 2009
Mac-Clair Mortgage Corporation 1998 - 2003
Verizon Directories June 1993 - August 1998
Skills
Loans, Credit, Financial Analysis, Mortgage Lending, Banking, Credit Analysis, Loan Origination, Investments, Finance, Mortgage Banking, Financial Modeling, Portfolio Management, Strategic Financial..., Credit Risk, Refinance, Residential Mortgages, Commercial Lending, Risk Management, Corporate Finance, FHA
Education
Wayne State University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Saginaw Valley State University 1979 — 1981
JPMorgan Chase - Private Bank November 2013 - Present
JPMorgan Chase - Private Bank August 2012 - November 2013
JPMorgan Chase August 2009 - August 2012
JPMorgan Chase August 2003 - August 2009
Mac-Clair Mortgage Corporation 1998 - 2003
Verizon Directories June 1993 - August 1998
Skills
Loans, Credit, Financial Analysis, Mortgage Lending, Banking, Credit Analysis, Loan Origination, Investments, Finance, Mortgage Banking, Financial Modeling, Portfolio Management, Strategic Financial..., Credit Risk, Refinance, Residential Mortgages, Commercial Lending, Risk Management, Corporate Finance, FHA
Education
Wayne State University 1981 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Saginaw Valley State University 1979 — 1981
Gressia S Murillo's JPMorgan Chase, Private Bank Experience July 2012 - Present
Job Private Banker at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Chase Private Bank July 2012 - Present
JPMorgan Chase Private Bank June 2009 - June 2012
Skills
Valuation, Fixed Income
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Business Administration - Concentrations in Finance and Int'l Management
Universidad Autónoma de Madrid 2008 — 2008
Finance
Waltham High School 2001 — 2005
Diploma
JPMorgan Chase Private Bank July 2012 - Present
JPMorgan Chase Private Bank June 2009 - June 2012
Skills
Valuation, Fixed Income
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Business Administration - Concentrations in Finance and Int'l Management
Universidad Autónoma de Madrid 2008 — 2008
Finance
Waltham High School 2001 — 2005
Diploma
Jarred Domingue's JPMorgan Chase, Private Bank Experience 2005 - 2007
Job Senior Account Executive at Tradesmen International, Inc.
Industry Information Services
Experience
Tradesmen International, Inc. June 2012 - Present
IIR Energy January 2010 - June 2012
Industrial Info Resources February 2007 - January 2010
JPMorgan Chase Private Bank 2005 - 2007
Skills
Forecasting, Management, Financial Analysis, New Business Development, Risk Management, Contract Negotiation, Market Research, Business Development, Business Strategy, Strategic Planning, Business Planning, Project Planning, Sales Management, Project Management, Market Analysis, Cross-functional Team..., Operations Management, Competitive Analysis, Direct Sales, Leadership, CRM, Contract Management, Microsoft Excel, Sales Process, Selling, Marketing Strategy, Team Building, Salesforce.com, Mergers & Acquisitions, Energy, Pricing, Sales, Negotiation, Cold Calling, Process Improvement, Account Management, Team Leadership, Construction, Strategy, Analysis, Sales Operations, Lead Generation, Budgets, Sales Presentations, Key Account Management, Product Marketing, Start-ups, Customer Retention, B2B, Microsoft Office
Education
Fisk University 1998 — 2002
bachelors, Finance
Corpus Christi Catholic School
Mt Carmel High School
Tradesmen International, Inc. June 2012 - Present
IIR Energy January 2010 - June 2012
Industrial Info Resources February 2007 - January 2010
JPMorgan Chase Private Bank 2005 - 2007
Skills
Forecasting, Management, Financial Analysis, New Business Development, Risk Management, Contract Negotiation, Market Research, Business Development, Business Strategy, Strategic Planning, Business Planning, Project Planning, Sales Management, Project Management, Market Analysis, Cross-functional Team..., Operations Management, Competitive Analysis, Direct Sales, Leadership, CRM, Contract Management, Microsoft Excel, Sales Process, Selling, Marketing Strategy, Team Building, Salesforce.com, Mergers & Acquisitions, Energy, Pricing, Sales, Negotiation, Cold Calling, Process Improvement, Account Management, Team Leadership, Construction, Strategy, Analysis, Sales Operations, Lead Generation, Budgets, Sales Presentations, Key Account Management, Product Marketing, Start-ups, Customer Retention, B2B, Microsoft Office
Education
Fisk University 1998 — 2002
bachelors, Finance
Corpus Christi Catholic School
Mt Carmel High School
Margaret Halligan's JPMorgan Chase, Private Bank Experience August 2012 - Present
Job
Industry
Experience
JPMorgan Chase Private Bank August 2012 - Present
Education
New York University School of Law 1994 — 1998
Master of Laws (LLM), Taxation
Touro College Jacob D. Fuchsberg Law Center 1991 — 1994
Doctor of Law (JD) Magna Cum Laude, Law
JPMorgan Chase Private Bank August 2012 - Present
Education
New York University School of Law 1994 — 1998
Master of Laws (LLM), Taxation
Touro College Jacob D. Fuchsberg Law Center 1991 — 1994
Doctor of Law (JD) Magna Cum Laude, Law
National Bank of Canada
Bank of China
Webster Bank
Banco Santander
Colonial Bank
Banque Nationale du Canada
Bank of Hawaii
Texas Capital Bank