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William J.

57 Sandy Hollow Road. Port Washington, NY 11050
(516) 732-1376.

State University of New York at Cortland Cortland, New York
Bachelor of Arts and Science in Business Economics May 2015
Minor in Computer Applications
Relevant Coursework: Microeconomics, Macroeconomics, Accounting, Finance, International
Trade, Computer Applications in Economics and Management, Database Management Systems,
Strategic Management, Visual Basics and Asset Markets


JPMorgan Chase & Co. Brooklyn, New York
Business Analysis and Reporting Specialist, Alert Operations February 2016 - Present
Reviewed the transactional activity of business banking and consumer banking accounts to
Determine if money laundering, fraudulent activity or terrorist financing is occurring
Collaborate with coworkers to analyze Chase accounts and report unusual activity
Mitigate the activity of systematically and manually generated money laundering alerts
Provided guidance and taught a training course for new hires and regularly allow others to shadow
while working
o One Touch Project
Was selected as one of few analysts to work as an investigator to leverage previous
experience and create Suspicious Activity Reports for the United States Department of
Treasury Financial Crimes Enforcement Network
o BTL Project
Dedicated extra hours to work past dated business banking alerts in order to help the Alert
Operations Department out of a back log
Northwestern Mutual New York, New York
College Financial Representative Summer 2014
Developed own book of clientele to create a business with the same opportunities as a full time
Financial Representative
Personally reached out to prospective clients through warm and cold calling strategies
Provided guidance and innovative solutions for the financial planning needs of individuals and
Series 17-55 Certified Life, Accident and Health Insurance Broker
SUNY Cortland Mens Lacrosse
4 year Mens Varsity Lacrosse Player
Runner-up for Division III National Championship
Dedicated 20+ hours per week during each season


Technical Skills: Proficient in Microsoft Excel, Office, Access and PowerPoint
Certifications & Training: Certified IRS Income Tax Return Preparer
Activities: Member of the SUNY Cortland Economics Club
Volunteer Work: Worked with CAPCO Head Start developing a website and PowerPoint presentations