Jpmorgan Chase & Co. Mar 2012 - Sep 2012
Client Service Specialist
Jpmorgan Chase & Co. Apr 2009 - Mar 2012
Client Service Specialist Risk Indicator Group
Jpmorgan Chase & Co. Apr 2006 - Apr 2009
Transition Coordinator
Jpmorgan Chase & Co. Nov 2004 - Apr 2006
Derivative Support Specialist
Jpmorgan Chase & Co. May 1994 - Nov 2004
Customer Service Officer and Assistant Treasurer
Education:
Farleigh Dickinson University 1975 - 1979
Master of Business Administration, Masters, Business Administration, Finance
Davis and Elkins College 1967 - 1971
Bachelors, Bachelor of Arts, Economics
Tenafly High School
Skills:
Kyc Knowledge Securities Fixed Income Equities Mutual Funds User Acceptance Testing Microsoft Excel Business Analysis Global Custody Microsoft Word Outlook Operations Management Management Leadership Team Building Account Reconciliation Training Team Leadership Investments Call Centers Accounting Corporate Actions Settlement Financial Risk Finance Trading Bloomberg Capital Markets Back Office Foreign Exchange Insurance Bonds Financial Markets Fund Administration Asset Allocation Options Investment Banking Hedge Funds Middle Office Fund Accounting Securities Lending Fx Options Prime Brokerage Wealth Management Alternative Investments Series 7 Kyc Credit Etfs Aml
Interests:
Social Services Economic Empowerment Environment Science and Technology Health
JPMorgan Chase Brooklyn, NY Mar 2012 to Sep 2012 Client Service SpecialistJPMorgan Chase Brooklyn, NY Apr 2009 to Mar 2012 Client Service Specialist, Risk Indicator GroupJPMorgan Chase Brooklyn, NY Apr 2006 to Apr 2009 Transition CoordinatorJPMorgan Chase Investment Management
Nov 2004 to Apr 2006 Derivative Support SpecialistJPMorgan Chase New York, NY Jun 1984 to May 1994 Supervisor-Mortgage Backed Department
Education:
Farleigh Dickinson University Teaneck, NJ 1979 MBA in FinanceDavis & Elkins College 1971 BA in Economics
JPMorgan Chase Brooklyn, NY Mar 2012 to Sep 2012 Client Service Specialist, Account Delivery GroupJPMorgan Chase Brooklyn, NY Apr 2009 to Mar 2012 Worldwide Services Services, Client Service Specialist, Risk Indicator GroupJPMorgan Chase Brooklyn, NY Apr 2006 to Apr 2009 Transition CoordinatorJPMorgan Chase Investment Management
Nov 2004 to Apr 2006 Derivative Support SpecialistJPMorgan Chase
May 1994 to Nov 2004 Worldwide Securities Services, Customer Service Officer/Assistant TreasurerJPMorgan Chase New York, NY Jun 1984 to May 1994 Worldwide Securities Services, Supervisor-Mortgage Backed Department
Education:
Farleigh Dickinson University Teaneck, NJ 1979 MBA in FinanceDavis & Elkins College 1971 BA in Economics