J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Prudential Financial February 2014 - Present
JPMorgan Chase November 2011 - December 2013
J.P. Morgan April 2008 - November 2011
Wright Investors' Service August 2007 - April 2008
Shakespeare Ventures January 2006 - May 2007
Skills
Program Management, Marketing, Recruiting, Editing, Spanish, Employee Benefits, Investments, Portfolio Management, Employee Engagement, Equities, Relationship Management, Philanthropy, Microsoft Excel, Project Management, Microsoft Office, Outlook, Financial Analysis, Leadership, Public Speaking, Social Media, Strategy, Event Planning, Management, Nonprofits
Education
Fairfield University 2003 — 2007
B.S, Bachelors, International Business & Spanish, 3.8/4.0 GPA - Magna Cum Laude
Pontificia Universidad Católica de Valparaíso 2005 — 2006
International Business & Spanish
Federal Reserve Bank of Kansas City February 2015 - Present
J.P. Morgan May 2013 - August 2014
J.P. Morgan June 2012 - May 2013
J.P. Morgan January 2010 - June 2012
J.P. Morgan / Bear, Stearns & Co. July 2004 - January 2010
Education
Fairfield University 2000 — 2004
Bachelor's Degree, Finance
Ridgewood High School
MLB Advanced Media July 2014 - Present
J.P. Morgan January 2014 - July 2014
JP Morgan Chase July 2011 - December 2013
NOAA’s Southeast Fishery Science Center May 2010 - July 2010
NOAA May 2009 - August 2009
Skills
SOAP, JAX-WS, Spring Integration, Core Java, iBatis, Mule ESB, Android Development, WSDL, SQL, Oracle, Unix, Microsoft SQL Server, SDLC, XML, Requirements Analysis, Agile Methodologies, Java, Eclipse, Web Applications
Education
Fisk University 2006 — 2010
Bachelor's Degree, Computer Science
SunTrust Robinson Humphrey June 2014 - Present
Wells Fargo Securities, LLC January 2004 - June 2014
Prudential Capital Group May 1998 - September 2003
Citi October 1997 - January 1998
Shanghai Institute of Foreign Trade January 1997 - August 1997
Knight Ridder Digital May 1996 - August 1996
J.P. Morgan May 1995 - August 1995
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Valuation, Asset Managment, Equities, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Credit Analysis, Fixed Income, Loans, Finance, Credit, Asset Management
Education
Florida Agricultural and Mechanical University 1993 — 2000
MBA, Finance
Florida Agricultural and Mechanical University 1993 — 1997
Bachelor, Business Administration
Neuberger Berman January 2013 - April 2015
J.P. Morgan April 2012 - August 2012
Merrill Lynch September 2010 - February 2011
Skills
PowerPoint, Series 7, Bloomberg, Microsoft Office, Equities
Education
Fairfield University 2007 — 2011
Bachelor of Science (B.S.), Marketing and Finance
Salisbury School
J.P. Morgan February 2014 - Present
Cognizant Technology Solution June 2007 - September 2013
Faculty of Management Studies, Delhi University 2005 - 2007
Cognizant Technology Solutions July 2003 - June 2005
Skills
Derivatives, Credit Risk, Business Analysis, Capital Markets, Investment Banking, Risk Management, ISDA, Requirements Gathering, SQL, Banking, SDLC, Unix
Education
Faculty of Management Studies - University of Delhi 2005 — 2007
Master of Business Administration (MBA)
National Institute of Technology Durgapur 1999 — 2003
BE
J.P. Morgan July 2012 - Present
J.P. Morgan July 2008 - June 2012
UBS Wealth Management September 2007 - March 2008
Skills
Derivatives, Financial Analysis, Mutual Funds, Bloomberg, Onboarding, Equities
Education
Fairfield University 2004 — 2008
BA, Economics
J.P. Morgan July 2014 - Present
Deloitte & Touche January 2011 - July 2014
K2 Advisors, LLC June 2006 - June 2010
KPMG January 2002 - June 2006
Skills
Financial Analysis, Portfolio Management, Finance, Asset Management, Hedge Funds, Internal Controls, Securities, Mutual Funds, Private Equity, Banking, Fund Accounting, Financial Modeling, Investor Relations, Due Diligence
Education
Fairfield University 1998 — 2003
Bachelor of Science (BS), Accounting
Liverpool High School 1994 — 1998
RBS Citizens aka Citizens Bank September 2014 - Present
Wells Fargo March 2013 - September 2014
JP MORGAN CHASE January 2008 - January 2013
JPMorgan Chase October 2006 - December 2008
Washington Mutual March 2003 - September 2006
J.P. Morgan February 2002 - March 2003
Skills
Financial Analysis, Project Management, Business Strategy, Operations Management, Strategy Implementation, Business Analysis, Process Improvement, Business Process..., Cost Accounting, IT Management, Marketing Strategy, Workforce Planning, Capacity Management, Workflow Management, Faciltation, Compliance, Call Center..., Systems Analysis, Analytics, Real Estate Negotiating, Advisement, Human Resource..., Oracle, Business Objects, SAP, Vendor Management, Hyperion EPM, Essbase, Microsoft Applications, SQL, LAN-WAN, NICE Call Recording, Aspect, QuickBooks, Witness, Valuation Modeling, Test Validation, Equator, Mortgage Analytics, Mortgage Servicing, PeopleSoft Financial, Dialers, IP PBX, Site Planning, Capacity Planning, Banking, Credit, Loans, Mortgage Lending, Consumer Lending
Education
Francis Marion University 2006 — 2008
Master of Business Administration (M.B.A.), Executive Management
Francis Marion University 1999 — 2001
Bachelor's Sicence, Business Management/Finance
University of South Carolina - The Moore School of Business 1997 — 1999
Bachelor of Business Administration (BBA), Retail Management
Florence-Darlington Technical College 1995 — 1997
Associates Degree, Small Business Administration/Management/Marketing
J.P. Morgan 2009 - 2010
J.P. Morgan 2008 - 2009
J.P. Morgan May 2007 - August 2007
Skills
Public Speaking, Data Analysis, Leadership, Microsoft Office, Financial Analysis, Research, Analysis, Marketing, Teaching, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint
Education
Southwest College of Naturopathic Medicine & Health Sciences 2011 — 2015
Florida Agricultural and Mechanical University 2004 — 2008
Bachelor of Science
J.P. Morgan June 2011 - June 2013
BlueCross BlueShield of SC August 2000 - February 2010
McLeod Health May 2005 - June 2007
Skills
Healthcare, Customer Service, Risk Management, Microsoft Excel, Loans, Banking, Process Improvement, Mortgage Lending, Training, Call Centers, Credit, Quality Assurance, Outlook, Access, Mortgage Banking, Time Management, Analysis, Management, Mortgage Underwriting, Software Documentation, Leadership, Data Analysis, Microsoft Office, Mortgage Servicing, Underwriting, Visio, Team Building, Business Analysis, Loan Servicing, Customer Satisfaction, Loss Mitigation, Credit Analysis, Loan Modifications, User Acceptance Testing
Education
Morris College 2007 — 2009
Bachelor of Science (B.S.), Organizational Management
Florence-Darlington Technical College 2003 — 2006
Associate of Science (AS), Respiratory Care Therapy/Therapist
J.P. Morgan May 2014 - Present
Citi May 2009 - May 2014
Citi May 2008 - May 2009
Lehman Brothers March 2007 - May 2008
Citi October 1999 - March 2007
Bloomberg L.P August 1998 - September 1999
Skills
Vendor Management, Management, Team Building, Banking, Capital Markets, Program Management, SDLC, Trading Systems, Credit Risk, Risk Management, Financial Services, Governance, Electronic Trading, Fixed Income, Derivatives, ITIL, Equities, Business Analysis, Portfolio Management
Education
Fairleigh Dickinson University 1997 — 1998
Master's degree, Computer Science
L.D College of Engineering - Ahmedabad 1991 — 1995
Bachelor's degree, Electrical and Electronics Engineering
Rolls-Royce May 2015 - Present
Howard University School of Law September 2014 - Present
Exelon June 2014 - August 2014
McGuireWoods LLP May 2014 - August 2014
MB Financial Bank January 2012 - August 2013
Eli Lilly and Company January 2011 - January 2012
J.P. Morgan May 2010 - August 2011
Northern Trust May 2009 - August 2009
Skills
Six Sigma, Supply Chain Management, Research, Customer Relations, Entrepreneurship, Financial Analysis, Accounting, Consulting
Education
Howard University School of Law 2013 — 2016
Doctor of Law (JD)
Florida Agricultural and Mechanical University 2007 — 2011
B.A., Business Administrtion & Economics
Stephens Inc. October 2013 - Present
Lazard Capital Markets May 2012 - October 2013
J.P. Morgan March 2008 - May 2012
Morgan Stanley March 2005 - March 2008
Gabelli Asset Management September 2003 - March 2005
Skills
Equities, Equity Trading, Financial Modeling, Financial Services, Hedge Funds, Investment Banking, Private Equity, Real Estate, Trading
Education
Fordham University - Graduate School of Business Administration 2008 — 2011
MBA, Finance
Fairfield University 1999 — 2003
Bachelor of Science, Finance
Ernst & Young February 1999 - February 2002
J.P. Morgan October 1995 - October 1998
Salomon Brothers July 1990 - October 1995
Citibank January 1989 - July 1990
Blue Cross Blue Shield of Michigan October 1985 - January 1989
Skills
Strategic Planning, Team Building, Leadership Development, Process Improvement, IT Audit, Change Management, Organizational..., Budgets, Business Planning, Nonprofits, Business Process, Management, System Administration, Security, Information Security, Management Consulting, Strategy, Customer Service, Program Management, Risk Management, Coaching, Human Resources, Training, Leadership, Business Process..., Public Speaking, Policy, Analysis, SDLC, Auditing, Government, Forecasting, Entrepreneurship, Fundraising, Business Strategy, Start-ups, Project Planning, Project Management, Executive Management, Information Technology, Cross-functional Team..., Team Leadership, Performance Management, CISA, Business Analysis, Consulting, Contract Negotiation, Business Development, Vendor Management, Executive Coaching
Education
Fisk University 1974 — 1980
B. S., Management
Dish Network January 2013 - Present
JPMorgan October 2009 - December 2012
J.P. Morgan June 2008 - October 2009
Spencer Trask May 2007 - September 2007
UBS Wealth Management May 2006 - September 2006
Skills
Prime Brokerage, Hedge Funds, Ruby, Ruby on Rails, JavaScript, jQuery, MySQL, PostgreSQL, HTML, HTML 5, CSS, RSpec, Cucumber, SQL, Test Driven Development, Heroku, Series 7, Microsoft Office, Derivatives, Equity Derivatives, Fixed Income, Equities, Vertex, Recurly, Mandrill, Bloomberg, Trading Systems
Education
Fairfield University 2004 — 2008
BS, Finance and Accounting
St. Rose of Belmar High School 2000 — 2004
J.P. Morgan March 2014 - Present
Thomson Reuters October 2013 - February 2014
Calabrio, Inc. March 2013 - September 2013
Thomson Reuters December 2011 - February 2013
Merge Healthcare September 2011 - December 2011
Boston Globe Media March 2011 - September 2011
ADD VINGS C& D P LTD November 2007 - September 2008
Skills
Microsoft Excel, Microsoft Office, SQL, Requirements Analysis, Oracle, Business Analysis, XML, SDLC, Microsoft SQL Server, Databases, Agile Methodologies, Business Intelligence, Java, J2EE Web Services, C, C++, Unix, JMS, Java Script, UML, PL/SQL, HTML, DHTML, Servlets, Perl, Ant, Maven, JRuby, Hibernate, JUnit, Spring MVC, DB2, DTD, Schema, XSLT, XPath, XQuery, Oracle SQL Developer, db visualizer, Eclipse, Visual SVN
Education
Ferris State University
Masters in Information Systems and Management, Information Technology
Jawaharlal Nehru Technological University
Bachelors in Technology, Information Technology
Hydearabad Public School, Begumpet
Assurant Specialty Property August 2013 - Present
J.P. Morgan January 1999 - August 2013
Skills
TOAD for Oracle, SQL..., SDLC, SharePoint, SQL, Business Analysis, Banking, Management, Oracle, Requirements Gathering, User Acceptance Testing, Requirements Analysis, Vendor Management, Integration, Access, Business Process, Business Requirements, Troubleshooting, Analysis, Software Documentation, Process Improvement, Business Process..., IT Management, Systems Analysis, Microsoft SQL Server, Quality Assurance, Data Analysis, Analytics
Education
Florence-Darlington Technical College
J.P. Morgan January 2015 - Present
J.P. Morgan June 2014 - January 2015
Jeep Chrysler Dodge City April 2011 - May 2014
Time Inc- Synapse June 2013 - August 2013
Conde Nast June 2012 - August 2012
Heritage hills Management June 2009 - August 2011
Skills
PowerPoint, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Facebook, Public Speaking, Event Planning, Customer Service, Photoshop, Outlook, Social Media Marketing, Access, Bloomberg Terminal, Mac, Sales, Advertising, Marketing
Education
Fairfield University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, General, Minor in Marketing
Florence University of the Arts 2012 — 2012
Study Abroad Progam- Fall Semester 2012
The Canterbury School 2006 — 2010
American Express 2000 - 2002
J.P. Morgan 1987 - 1999
Skills
Nonprofits, Leadership
Education
UCLA Anderson School of Management 1985 — 1987
Master of Business Administration (MBA), Finance, General
Fairfield University 1977 — 1981
Bachelor of Science (BS), Accounting
Concierge Financial Planning 2009 - Present
Athena Investment Club 2009 - Present
Bankers Trust 1989 - 1995
J.P. Morgan 1987 - 1989
Skills
Investment Advisory, Financial Advisory, Retirement Planning, Personal Finance, Estate Planning, 401k, Employee Benefits, Asset Allocation, Investment Strategies, Financial Goals, College Education..., Debt Management, Financial Planning, 403 b, Insurance Planning, Personal Finance Writer, Social Security Planning, Equity Compensation..., Tax Planning, IRA, Savings Strategies, Investments, Certified Financial..., Finance, Retirement
Education
Williams College 1984 — 1988
BA, History
Nichols School 1977 — 1983
Fairleigh Dickinson University
Financial Planning Certificate Program
Signature Bank September 2015 - Present
NICE Actimize June 2013 - Present
Barclays May 2015 - August 2015
J.P. Morgan June 2013 - May 2015
NYSE Euronext June 2011 - August 2011
UBS Investment Bank June 2007 - August 2008
Skills
Risk Management, Actimize, Mantas, Model Validation, Algorithm Design, Business Requirements..., Risk and Control..., Data Analysis, Statistical Modeling, Threshold Analytics, Regression Analysis, Below the Line Analysis, Risk Scoring, Quantitative Analysis, User Acceptance Testing, Stress Testing, Equities, Securities, Fixed Income, Investment Banking, Financial Modeling, SQL, SAS, Business Objects, Pivot Tables, Visual Basic for..., Microsoft Excel, Fraud Prevention, Capital Markets, Financial Services, LGBT Marketing &..., Derivatives, Microsoft Office, Financial Analysis, Investments, Bloomberg Terminal, Leveraged Finance, Valuation, Hedge Funds, Private Equity, Weighted Average Cost..., Cash Flow Forecasting, Equity Research, Mergers & Acquisitions, Financial Reporting, Trade Settlements, LexisNexis Risk..., USA PATRIOT Act, Futrix, FIS Prime
Education
Silberman College of Business at Fairleigh Dickinson University 2008 — 2013
Bachelor's, Bachelor of Science in Marketing
The Academy of Information Technology and Engineering 2005 — 2008
High School
J.P. Morgan March 2015 - Present
Skills
Credit Analysis, Credit, Loans, Banking, Underwriting, Relationship Management, Consumer Lending
Education
Flagler College 1976 — 1980
JP Morgan November 2007 - Present
J.P. Morgan June 1984 - Present
Education
Fairfield University
BA, Economics and Politics
Iona College
MBA, Financial Management
JPMorgan Chase June 2013 - Present
OneWest Bank February 2011 - Present
DIGIFAB SYSTEMS INC, Vernon, CA May 2009 - January 2011
COMERICA BANK March 2006 - May 2009
J.P. Morgan August 2003 - March 2006
FORUM TEMP AGENCY January 1996 - January 2003
Skills
Word, Excel, Access,..., Bilingual: English and..., Import/Export, Collections, Letters Of Credit, Banker Acceptance, Steamship Guarantee, Air Release, SWIFT, Telex, Accounts Receivable, Accounts Payable, Customer Relations, Customer Service, Direct Sales, Banking, Treasury, Branch Banking, Deposits, Trade Finance, Sales, Foreign Exchange, Treasury Services, Strategy, Payments, Credit, Negotiation, International Trade, Treasury Management, Commercial Lending, Credit Analysis, Letters of Credit, SWIFT payments, Commercial Banking, Finance, Financial Analysis, Cash Management, Microsoft Excel, Risk Management, Leadership, Training, Marketing, Financial Modeling, Sales Management, Retail Banking, Loans, SWIFT Payments
Education
Excelsior College 2001 — 2006
Bachelor of Science, Marketing
J.P. Morgan March 2012 - Present
Banco Santander 2009 - 2012
Banco Santander September 2004 - December 2009
Skills
Onboarding, Financial Services, Banking, Coaching, Risk Management, Performance Management, Compliance, Training, Organizational..., Leadership, Instructional Design, Customer Service, Business Process..., Commercial Banking, Change Management, Retail Banking
Education
University of Massachusetts Boston 2005 — 2006
MS
Northeastern University 1998 — 2002
BS
Farmingdale State University of New York 1996 — 1998
walt Whitman
Freelance January 2012 - Present
Arup September 2010 - November 2010
J.P. Morgan May 2010 - July 2010
KPMG Peat Marwick February 2010 - April 2010
CITI PRIVATE EQUITY SERVICES March 2008 - October 2009
The Jersey Journal September 2007 - March 2008
Sylvan Learning Centers July 2006 - December 2006
Umbral Montessori July 2006 - December 2006
Universidad del Sagrado Corazón August 2004 - June 2006
Skills
Proofreading, Copy Editing, Newsletters, Spanish, PowerPoint, Microsoft Word, Microsoft Excel, Translation, English, Photography, Art, Project Management, Publicity, Workshop Facilitation, Database Administration
Education
Fashion Institute of Technology 2009 — 2010
Certificate Program, Fashion Styling
Universidad del Sagrado Corazón 2003 — 2006
B.A, Languages and Literature, English and Spanish
Volunteers Colombia January 2014 - October 2014
National Urban League, NABA, Philly Urban Creators(AFF) March 2013 - December 2013
Information Technology Industry Council September 2010 - March 2013
Ernst & Young April 2007 - September 2010
J.P. Morgan July 2003 - March 2005
Skills
Strategy, Recruiting, Event Management, Team Management, Program Management, Event Planning, Financial Analysis, Analysis, Finance, Leadership, Budgets, Events Coordination, Nonprofits, Government, Public Policy
Education
Florida A&M University 1998 — 2003
Master of Business Administration (MBA), Business Administration and Management, General
Florida Agricultural and Mechanical University
Master's degree, Business Administration and Management, General
J.P. Morgan July 2015 - Present
MacAndrews & Forbes November 2014 - June 2015
Andre Balazs Properties October 2012 - 2014
11th Street Productions July 2011 - July 2012
Fox Greenberg Public Relations February 2011 - June 2011
Elite Model Management January 2011 - February 2011
Michael Frost Studio July 2008 - June 2010
Sherrell J. Aston Foundation July 2003 - February 2007
Skills
Social Media, Public Relations, Marketing Communications, Marketing, Assisting Executives, Bilingual-English/Spanis..., Photography, Production Support, Editorial, Microsoft Office, Luxury Lifestyle, Hospitality, Social Networking, Social Media Marketing, Microsoft Word, PowerPoint, Facebook
Education
Fashion Institute of Technology 2010 — 2014
Bachelor of Science (BS), Advertising and Marketing Communications
J.P. Morgan January 2015 - Present
Ohio Army National Guard December 2011 - Present
OHARNG Joint Training and Exercises 2013 - 2014
Ohio Army National Guard May 2010 - December 2011
Ohio Army National Guard April 2005 - May 2010
Ohio Army National Guard October 2006 - October 2007
Skills
Army, Leadership, Training, Program Management, Security, Emergency Management, Policy, Afghanistan, Logistics, Combat, Human Resources, Project Planning, Management, NATO, Military Experience, Military, Security Clearance
Education
Ohio University 2010 — 2013
Bachelor of Science (B.S.), Communications
Counter Insurgency Academy 2012 — 2012
Counter Insurgency
Excelsior College 2009 — 2010
Bachelor of Science, Liberal Arts
Madison Comprehensive High School 1989 — 1992
J.P. Morgan August 2014 - Present
JP Morgan November 2010 - August 2014
Skills
Sales, Interpersonal Skill, Organization, Determination to Succeed, Hardwork, Bloomberg, Microsoft Excel, Microsoft Office, Resourceful..., Investments, Series 7, Series 63, Client Service Oriented, Loyal, Client Liaison, Options
Education
Felician College 2006 — 2010
Bachelor of Science, Business Administration
Christian Brothers Academy 2002 — 2006
J.P. Morgan June 2015 - August 2015
Charles E. Nwaneri CPA May 2014 - August 2014
EY June 2014 - July 2014
Robert Half International July 2013 - April 2014
Skills
Customer Service, Financial Audits, Walkthroughs, Microsoft Word, Teamwork, Relationship Management, PowerPoint, Data Entry, Microsoft Excel, Time Management, Accounts Payable, Financial Accounting, Outlook, Fundraising, Microsoft Office, Access, Prezi, Organizational...
Education
Florida A & M University 2011 — 2015
Accounting
Florida A & M University School of Business 2011 — 2015
Bachelor's of Science, Accounting, GPA: 3.83
Florida A&M University 2011 — 2015
Mann Bank Consulting January 2007 - Present
J.P. Morgan June 2001 - December 2006
State Banking Department February 1970 - June 2001
Skills
Strategic Planning, Business Strategy, Risk Management, Management Consulting, Mergers, Accounting, Analysis, Negotiation, Coaching, Banking, Financial Analysis, Process Improvement, Management, Financial Modeling, Budgets, Team Leadership, Business Planning, Financial Reporting, Project Management, Due Diligence, Consumer Lending, Mortgage Lending, Mergers & Acquisitions, Strategy, Commercial Lending, Financial Institutions, Business Development, New Business Development, Auditing, Policy, Leadership, Finance, Credit Analysis, Financial Risk, Loans, Portfolio Management, Investments, Financial Services, Credit, Small Business Lending, Cash Management, Commercial Banking, Loan Origination, Credit Risk, Retail Banking, AML, Mortgage Banking, Financial Structuring, Enterprise Risk..., Corporate Finance
Education
Ferris State University 1965 — 1969
Bachelor of Science, Business Administration and Management, General
UBS Investment Bank July 2015 - Present
J.P. Morgan July 2013 - Present
UBS Investment Bank May 2010 - July 2013
UBS Investment Bank July 2007 - May 2010
Southport Marketing Group January 2002 - July 2007
Skills
Fixed Income, Bloomberg, Hedge Funds, Series 63, Equities, Derivatives, Alternative Investments, Capital Markets, Equity Derivatives, Trading, Series 7, Credit Derivatives, Financial Modeling, Structured Products, Investment Banking, Financial Analysis, Emerging Markets, Finance, Python, VBA, Interest Rate..., Interest Rate Swaps, Management
Education
Fairfield University 2003 — 2007
Bachelor's Degree, Finance
Fairfield Prep 1999 — 2003
High School
UBS Investment Bank July 2014 - Present
J.P. Morgan July 2013 - July 2014
UBS Investment Bank December 2009 - July 2013
KPMG LLP September 2006 - November 2009
Skills
Equity Research, Series 7, Series 63, Series 86, Series 87, Financial Audits, CPA, Big 4, CFA Charterholder, Financial Modeling, Financial Analysis, Financial Reporting, DCF Valuation, Commodity Markets, Hedge Funds, Bloomberg
Education
Fairfield University 2002 — 2006
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
St. Peter's Prep
University of South Florida June 2014 - Present
University of South Florida September 2011 - Present
J.P. Morgan March 2005 - September 2011
Washington Mutual Finance August 2000 - June 2004
HFC Bank - subsidiary of HSBC June 1998 - June 2000
Beneficial Corporation April 1996 - June 1998
Beneficial Corporation January 1989 - April 1996
Skills
Budgeting, Accounting, Efficiencies, Mergers, Financial Analysis, Financial Management, P&L, Planning, Income Statement, Managerial Finance, Budgets, Project Planning, Analysis, Business Analysis, Leadership, Management, Mergers
Education
Fairleigh Dickinson University 1986 — 1989
MBA, Finance
Villanova University 1977 — 1981
BS, Accountancy
J.P. Morgan 1990 - Present
BNY Mellon June 1989 - July 1990
Skills
Global Custody, Securities, Alternative Investments, Fund Administration, Swaps, Securities Lending, Fixed Income, Equities, Derivatives, Middle Office, Mutual Funds, Trading, Banking, Equity Derivatives, Financial Services, Structured Products, Bloomberg, Investment Management, Capital Markets, Hedge Funds, Settlement, Options, Back Office, Financial Markets, Investments, Relationship Management, Corporate Actions, Prime Brokerage, Investment Banking, FX Options, Asset Management, Asset Managment, Fund Accounting, Bonds, Emerging Markets, Operational Risk, Electronic Trading, Trading Systems, Fund Of Funds, Wealth Management, Operational Risk..., Collateral Management, Private Banking, Financial Risk, Series 7
Education
Fairfield University 1985 — 1989
Bachelor's degree, Economics
J.P. Morgan June 2012 - Present
J.P. Morgan January 2008 - May 2012
J.P. Morgan January 2006 - January 2008
J.P. Morgan September 2004 - December 2005
J.P. Morgan September 2002 - August 2004
JPMorgan 1998 - August 2002
Enlighten Corporation 1998 - 1999
API 1995 - 1998
Dun & Bradstreet June 1980 - April 1994
Skills
Product Development, Product Management, Marketing Strategy, Team Management, Strategic Planning, Customer Relations, Risk Management, Team Building, Compliance, Planning, New Business Development, Cash Management, Strategy Development, Business Management, Cross-functional Team..., Competitive Analysis, Strategy, Banking, Product Marketing, Vendor Management, Portfolio Management, Project Planning, Product Launch, Business Analysis, Management, Financial Services, Sales Management, Marketing, CRM, Mergers & Acquisitions, Securities, Executive Management, Relationship Management, Hedge Funds, Fixed Income, Capital Markets, Equities, Program Management
Education
Fairleigh Dickinson University
MBA, Management, Marketing
Michigan State University
BA, Psychology
The Boston Consulting Group April 2015 - Present
Wit Interactive September 2012 - Present
Burger King Corporation June 2014 - August 2014
Chevron June 2010 - June 2012
Chevron October 2009 - May 2010
Chevron April 2009 - September 2009
Campus Apparel August 2006 - December 2008
J.P. Morgan June 2008 - August 2008
Citigroup June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Project Management, Due Diligence, Corporate Finance, Valuation, Business Strategy, Analysis, Data Analysis, Strategic Planning, Financial Reporting, Accounting, Management Consulting, Entrepreneurship, Strategy, Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Operations Management, Entrepreneurship, Strategic Management
Florida Agricultural and Mechanical University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Concentration in Finance and Accounting, 4.0/4.0
J.P. Morgan June 2014 - Present
YieldMo February 2014 - March 2014
Edward Jones Investments June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Fixed Income, Leveraged Finance, Valuation, Unix, C++ Language
Education
Florida Agricultural and Mechanical University 2009 — 2013
B.S., Business Administration
J.P. Morgan August 2013 - Present
J.P. Morgan June 2013 - August 2013
UBS Investment Bank June 2012 - August 2012
Merrill Lynch June 2011 - November 2011
The Patriot Group, LLC June 2010 - July 2010
Beval Saddlery Ltd. September 2006 - September 2009
GE Asset Management October 2008 - August 2009
UBS Investment Bank June 2008 - August 2008
Education
Fairfield University 2009 — 2013
Finance, Economics
J.P. Morgan August 2015 - Present
JPMorgan Chase July 2014 - July 2015
Grayson and Associates LLC September 2012 - May 2014
City of Elizabeth December 2013 - April 2014
Skills
Microsoft Excel, Microsoft Word, Outlook, Access, Microsoft Visual Studio..., Derive, QuickBooks, Maple, Social Media Platforms, Microsoft Office, Visual C++, Social Media, PowerPoint, Time Management, Marketing, Leadership, Customer Service, Social Networking
Education
Fairleigh Dickinson University 2008 — 2012
Bachelor of Arts, Mathematics with a Concentration in Actuarial Science
J.P. Morgan September 2014 - Present
Skills
Investments, Financial Services, Management, Finance, Mutual Funds, Equities, Series 7, Hedge Funds, Trading, Fixed Income
Education
Fairfield University 1994 — 1997
Bachelor of Science (BS), Accounting and Finance
Xavier High School 1989 — 1993
DRILL NY July 2013 - Present
J.P. Morgan July 2012 - Present
J.P. Morgan June 2011 - August 2011
Northern Trust May 2010 - July 2010
Hands On Atlanta May 2007 - August 2007
Skills
Finance, Investments, Banking, Leadership, Investment Banking, PowerPoint, Microsoft Office, Microsoft Excel, Equities, Analysis, Public Speaking, Microsoft Word, Accounting, Economics, Portfolio Management, Project Management, Financial Reporting, Management, Tactical Asset..., Event Planning, Event Management, Brand Development, Brand Management
Education
Florida Agricultural and Mechanical University 2008 — 2012
Bachelor's, Business Administration
WNS Global Services November 2014 - June 2015
Caliber Home Loans August 2013 - August 2014
J.P. Morgan September 2012 - May 2013
JPMorgan Chase November 2009 - May 2013
PSA, LLC - A MED3OOO Company May 2006 - August 2008
Washington Mutual Bank October 2000 - May 2006
Skills
Mortgage Banking, Healthcare, Loans, Outlook, Team Building, Leadership, PowerPoint, Call Centers, Training, Finance, Banking, Time Management, Customer Service, Process Improvement, Data Analysis, Mortgage Lending, Loss Mitigation, Software Documentation, Analysis, Quality Assurance, Insurance, Microsoft Excel, Access, Accounts Receivable, Risk Management, SharePoint, Customer Satisfaction, Data Entry
Education
Florence-Darlington Technical College 1993 — 1995
Certificate, Medical Transcription/Transcriptionist
Mayo High School 1989 — 1992
Goldman Sachs July 2012 - Present
Zeller Realty Group September 2010 - June 2012
J.P. Morgan June 2011 - August 2011
Zeller Realty Group September 2008 - August 2010
Wachovia Securities, LLC 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Capital Markets, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Banking, Private Equity, Investments
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Finance, Strategy, Entrepreneurship
Florida Agricultural and Mechanical University 2001 — 2007
BA / MBA, Finance
UBS Wealth Management 2013 - Present
J.P. Morgan 2011 - 2013
J.P. Morgan 2008 - 2011
J.P. Morgan 2004 - 2007
Imagestic Corporation 1998 - 2003
Skills
Equities, Equity Research, Investment Banking, Series 7, Series 63, Equity Valuation, Corporate Finance, Asset Managment, Securities, Bloomberg, Valuation, Financial Analysis, Credit Analysis, Entrepreneurship, Financial Modeling, Corporate Development, P&L Forecasting, Investments, Energy, Oil/Gas, Environmental Services, Engineering &..., Infrastructure, Politics, Writing, Hedge Funds, Capital Markets, Asset Management, Alternative Investments, Fixed Income, Emerging Markets, Bonds
Education
Florida Agricultural and Mechanical University
MBA
Florida Agricultural and Mechanical University
BS, Business Administration
JPMorgan Chase May 2014 - Present
J.P. Morgan July 2013 - May 2014
US Treasury April 2011 - July 2013
Bunge 2007 - November 2010
Credit Suisse 2005 - 2007
IBM Global Services 2002 - 2005
KPMG Consulting 1999 - 2001
Merrill Lynch 1987 - 1998
Skills
Trading, Risk Management, Derivatives, Financial Markets, Commodity, Securities, Fixed Income, Capital Markets, Finance, Economics, Financial Analysis, Strategy, Investments, Financial Risk, Financial Services, Business Analysis, Trading Systems, Bloomberg, Valuation, Equities, Mutual Funds, Portfolio Management, Financial Modeling, Emerging Markets, Investment Banking, FX Options, Options, Market Risk, Hedge Funds, Structured Finance, Corporate Finance, Analytics, Asset Management, Credit Risk, Alternative Investments, Structured Products, Private Equity, Operational Risk, Hedging, Equity Derivatives, Bonds, Banking, Treasury, Treasury Management, Enterprise Risk..., Due Diligence
Education
Fairleigh Dickinson University
B.S., Business Administration, Finance
Fordham University
Ph. D, MA
J.P. Morgan June 2014 - Present
Tower Group Companies July 2010 - May 2014
Deloitte & Touche LLP August 2007 - June 2010
Deloitte May 2006 - July 2007
Deloitte September 2004 - April 2006
Deloitte October 2001 - September 2004
Deloitte December 2000 - September 2001
Bancomer Risk Management 1997 - 2000
Skills
IT Audit, Enterprise Risk..., Sarbanes-Oxley Act, SAS70, COSO, Segregation of Duties, COBIT, Information Security..., Internal Controls, Internal Audit, ISO 27001, CRISC, Business Continuity, Information Technology, Risk Assessment, Sarbanes-Oxley, Financial Risk, ITIL, Security, Information Security, Governance, Business Process..., Risk Management
Education
Universidad Nacional Autónoma de México 1991 — 1995
BS, Computer Systems
Fashion Institute of Technology
Associate's degree, Fashion/Apparel Design
ADP June 2015 - Present
Searching November 2011 - Present
Assurant November 2014 - May 2015
JPMorgan Chase July 2011 - November 2011
JPMorgan Chase December 2010 - July 2011
J.P. Morgan April 2009 - July 2010
Mr. Check Casher July 2006 - April 2009
Mortgage Connections November 2001 - October 2006
First Charleston Mortgage October 1998 - October 2001
Security Pacific Financial November 1994 - December 1996
Skills
Customer Service, Credit, Banking, Budgets, Loans, Mortgage Lending, Problem Solving, Loan Origination, Credit Analysis, Refinance, Finance, Credit Risk, Financial Services, Training, Mortgage Banking, Residential Mortgages, Consumer Lending, Team Building, Leadership, Coaching, Sales Management, Process Improvement, Small Business Lending, Financial Analysis, Underwriting, Commercial Lending, Loan Servicing, Commercial Banking, Loss Mitigation, Retail Banking, Financial Risk, Relationship Management, Cash Management, Portfolio Management, Risk Management
Education
Florence-Darlington Technical College 2013 — 2015
Associate's degree, Marketing, 3.45
Florence Darlington Tech 2013 — 2014
Associate's degree, Business Administration and Management, General
Florence-Darlington Technical College 2012 — 2014
Associate's degree, Business Administration, Management and Operations, 3.45
Proschools 2012 — 2013
Safe one certification, Mortgage Loan Officer
Bank America University 1996 — 1996
Management Training Certification, Branch management and Time management
Transouth Cooperate University 1994 — 1994
Retail Financing, Dealer Service and Sales training
SC Works
Work Keys, Silver
J.P. Morgan August 2014 - Present
J.P. Morgan January 2014 - August 2014
Chamberlain Consulting May 2011 - December 2013
Eisai Inc November 2009 - April 2011
Roche Labs June 2007 - October 2009
Roche Labs November 2005 - May 2007
Roche Labs November 2001 - October 2005
Skills
Training, Workshop Facilitation, Project Management, Pharmaceutical Industry, Leadership, OFAC Compliance, Cross-functional Team..., Biotechnology, Managed Care, Pharmaceutical Sales, Product Launch, Management, Market Analysis, Strategic Planning, Cardiology, Analysis, Sales Effectiveness, Strategy, Marketing
Education
Fairleigh Dickinson University 1999 — 2001
MBA
Penn State University 1992 — 1996
BScience
Scotiabank May 2015 - Present
Navigant Consulting January 2015 - Present
J.P. Morgan February 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, USA PATRIOT Act, Bank Secrecy Act, AML, Anti Money Laundering, Sanction, Analysis, Teamwork, Policy, KYC, Banking, Time Management, FINRA, Leadership, Broker-Dealer, Fraud, Financial Regulation, Legal Compliance, SEC
Education
St. John's University 2010 — 2012
Bachelor's degree, Corporate and Homeland Security
Farmingdale State University of New York 2007 — 2009
Associate's degree, Criminal Justice Studies
Southwestern Michigan College September 2012 - June 2014
J.P. Morgan March 2010 - September 2011
Buckle August 2009 - January 2010
United Federal Credit Union December 2007 - August 2008
Flagstar Bank September 2005 - December 2007
Pier One Imports September 2003 - August 2005
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Customer Service, Credit, Banking, Loans, Microsoft Office, Strategic Planning, Microsoft Excel, Account Management, Financial Reporting, Accounts Payable, Mortgage Lending, Sales Management, Operations Management, Marketing Strategy, Cash Management, Consumer Lending, Investments
Education
Ferris State University 2006 — 2009
Bachelor's of Science, Business Administration
Southwestern Michigan College 2006 — 2009
UCEL/Transfer Program, Business Administration
APG Asset Management July 2011 - Present
APG Asset Management November 2010 - July 2011
J.P. Morgan August 2006 - May 2010
SMITH BARNEY, CITIGROUP January 2005 - August 2006
Ernst & Young October 2004 - January 2005
American Express Financial Advisors February 2003 - August 2004
Skills
Writing, Alternative Investments, Fixed Income, Hedge Funds, Equities, Risk Management, Financial Risk, Finance, Prime Brokerage, Asset Management, Bloomberg, Derivatives, Portfolio Management, Securities Lending, Investments, Capital Markets
Education
Fairfield University, Dolan School of Business 1998 — 2003
Bachelor of Science, Business Marketing
Fairfield University 1998 — 2002
J.P. Morgan May 2011 - Present
Evaluation Associates August 2009 - May 2011
New York Common Retirement Fund May 2008 - August 2009
Skills
Investments, Securities, Due Diligence, Risk, Series 7, Series 63, Financial Risk, Asset Allocation, Equities, Mutual Funds, Investment Management, Investment Strategies, Equity Research
Education
Fairfield University 2005 — 2009
B.S., Finance, Management
Chaminade High School
J.P. Morgan June 2013 - Present
JPMorgan January 2012 - May 2013
J.P. Morgan March 2008 - January 2012
Bear Stearns July 2006 - March 2008
Skills
Fixed Income, Equities, Hedge Funds, Securities, Options, Trading, Financial Markets, Trading Systems, Settlement, Back Office, Relationship Management, FINRA, Series 7, Prime Brokerage, Middle Office
Education
Fairfield University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
CBO Capital Partners Ltd August 2014 - September 2014
Goldman Sachs May 2014 - August 2014
Landmark Partners January 2011 - August 2013
J.P. Morgan July 2008 - December 2010
EY January 2007 - April 2007
Federal Reserve Bank of St. Louis June 2006 - August 2006
Skills
Valuation, Due Diligence, Real Estate, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Leadership, Finance, Strategic Planning, Analysis, Management, Mergers
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA), Real Estate
Florida Agricultural and Mechanical University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Summa Cum Laude
ICAP 1995 - 2014
SilverFern Specialties, Inc. 2006 - 2013
Alarity Corp. 2000 - 2002
J.P. Morgan 1993 - 1995
Dean Witter Reynolds, Inc 1991 - 1993
Skills
Securities, Trading, Fixed Income, Strategic Planning, Series 7, Capital Markets, Series 63, Structured Products, Valuation, Financial Risk, Financial Markets, Bonds, Relationship..., Management, Strategic Partnerships, Portfolio Management, Global Strategy..., Investments, Contract Pricing, Strategic Sourcing, Product Forecasting, Benefits Analysis, Business Strategy, Bloomberg Terminal, Equities, Financial Services, Asset Management, Bloomberg, Private Equity, Sales, Strategy, Commercial Real Estate, Real Estate Development, Real Estate Financing, Real Estate Transactions
Education
Fairleigh Dickinson University
M.B.A., Finance
Rutgers University
B.A., Economics
J.P. Morgan October 2013 - March 2014
Vanguard June 2010 - June 2013
Vanguard October 2011 - February 2012
Fairfield University September 2006 - May 2010
American Institute for Foreign Study June 2009 - August 2009
International Institute of Connecticut Inc January 2009 - May 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Learning Quickly, Writing, Multiple Project..., Customer Service, Project Management, Events Coordination, Program Coordination, Leadership, Research, Fundraising, Series 63, Series 6, Analysis, Recruiting
Education
Fairfield University 2006 — 2010
Bachelor's Degree, International Studies, Political Science
GE Capital July 2014 - Present
NBCUniversal, Inc. November 2013 - July 2014
NBCUniversal, Inc. December 2011 - October 2013
J.P. Morgan April 2011 - December 2011
TD Bank September 2009 - April 2011
NBC Universal September 2010 - December 2010
NBC Universal January 2010 - August 2010
Syracuse University September 2007 - May 2009
Syracuse University March 2006 - May 2009
Brant Publications Inc. June 2008 - August 2008
Skills
Recruiting, HRIS, Management, Interviews, Administrative Work, Data Entry, Customer Service, Teamwork, Research, Policy, Editing, SPSS, Higher Education, Talent Management, Report Writing, Public Speaking, Organizational..., Fundraising, Onboarding, SharePoint, Talent Acquisition, New Hire Orientations, Employee Benefits, Conflict Resolution, Workshop Facilitation, Human Resources, Training, Microsoft Office, Leadership, PowerPoint
Education
Fairfield University 2009 — 2011
MA, Industrial/Organizational Psychology
Syracuse University 2005 — 2009
BA, Psychology & Economics
Florida Launch April 2015 - Present
J.P. Morgan September 2014 - Present
BNY Mellon December 2013 - September 2014
Denver Outlaws May 2013 - August 2014
Merrill Lynch August 2013 - December 2013
Fairfield University August 2009 - May 2013
Envestnet, Inc May 2012 - August 2012
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Public Speaking, Mutual Funds, Finance, Time Management, Investments
Education
Fairfield University 2009 — 2013
Bachelor's degree, Accounting and Finance
J.P. Morgan August 2014 - Present
J.P. Morgan May 2013 - August 2013
KPMG June 2012 - August 2012
KPMG US June 2011 - August 2011
National Urban League January 2011 - 2011
Education
Florida Agricultural and Mechanical University 2008 — 2013
Bachelor of Science (BS), Accounting & Economics
JPMorgan Chase & Co. June 2015 - Present
Fairfield University September 2014 - May 2015
Summer Street Advisors, LLC September 2014 - December 2014
J.P. Morgan May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
T1 Media June 2012 - June 2013
Skills
Finance, Investments, Research, Portfolio Management, Equity Valuation, Financial Modeling, Fixed Income Analysis, Financial Markets, Portfolio Performance..., Commercial Real Estate, Valuation, Investment Management, Equity Research, Mutual Funds, Investment Banking, Teamwork, Private Banking, Asset Management, Argus Modeling, Commercial Real Estate..., Financial Analysis
Education
Fairfield University 2011 — 2015
Bachelor of Science, Charles F. Dolan School of Business, Major: Finance, Minor: Economics
The Governor's Academy 2007 — 2011
High School Diploma
Weston High School 2006 — 2007
Forever 21 March 2015 - Present
Gap Inc. October 2014 - January 2015
ALDO Group May 2014 - October 2014
Tommy Hilfiger September 2013 - January 2014
J.P. Morgan July 2013 - August 2013
Aerosoles September 2012 - March 2013
Skills
Retail Sales, Customer Service, Cash Register, PowerPoint, Microsoft Office, Visual Merchandising, Inventory Management, Fashion, POS, Window Displays, Retail, Product Knowledge, Sewing, Microsoft Word, Sales, Leadership Development, Cashiering, Merchandising, Trend, Apparel, Social Networking, Fashion Design, Cross-functional Team...
Education
Fashion Institute of Technology 2015 — 2019
Fashion Merchandising and Management
J.P. Morgan May 2015 - Present
State Board of Administration of Florida January 2015 - Present
Florida A&M University August 2013 - Present
Florida A&M University August 2012 - Present
JPMorgan Chase May 2014 - August 2014
Florida A&M University September 2012 - June 2014
Skills
Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Research, Financial Analysis, Microsoft Office, Financial Modeling, Data Analysis
Education
Florida Agricultural and Mechanical University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Functional Artist September 2013 - Present
MissFITs June 2009 - June 2013
FIT 2010 - 2012
J.P. Morgan 2005 - 2008
Skills
Fashion, Entrepreneurship, Research, Social Networking, Business Development, Art, Management, Retail, Social Media, Special Situations..., Growth Investing, Investments, Jewelry, Jewelry Design
Education
Fashion Institute of Technology 2010 — 2012
Jewelry design and Silversmithing
McGill University 2000 — 2004
BComm, Finance
Citi Private Bank August 2015 - Present
J.P. Morgan January 2012 - August 2015
AXA Advisors January 2011 - December 2011
Bank of America December 2007 - December 2010
Skills
Banking, Asset Managment, Sales Management, Wealth Management, Finance, CRM, Management, Financial Services, Customer Service, Credit, Analysis, Asset Management, Real Estate, Risk Management, Series 7, Financial Analysis, Microsoft Office
Education
Fairleigh Dickinson University 2008 — 2010
BA, Business Technology
J.P. Morgan June 2015 - Present
US Navy 2010 - 2014
Skills
Leadership, Customer Service, Microsoft Office, Training, Security Clearance, Operational Planning, Management, Time Management, Social Networking, Public Speaking, PowerPoint, Government
Education
Franklin University 2015 — 2016
Master's degree, Marketing and Communications
Middle Tennessee State University 2009 — 2010
Bachelor of Science (B.S.), Psychology, Sociology
Fisk University 2006 — 2009
Spanish Language and Literature
J.P. Morgan February 2013 - September 2013
J.P. Morgan April 2012 - February 2013
J.P. Morgan July 2010 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Editing
Education
Warner University 2013 — 2015
Masters of Science Management
Florida Agricultural and Mechanical University 1999 — 2004
B.A., Criminal Justice
SunTrust Bank December 2012 - Present
J.P. Morgan March 2011 - July 2012
Skills
Quality Assurance, Quality Center, Process Improvement, Risk Management, Business Analysis, Medical Billing, Medical Coding, Medical Records, Chapter 13 Bankruptcy, Foreclosures, Data Analysis, LPN, Public Health
Education
Francis Marion University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Florence-Darlington Technical College
Certificate, Medical Billing and Coding
HSBC April 2015 - Present
J.P. Morgan January 2013 - April 2015
J.P. Morgan December 2010 - December 2012
J.P. Morgan September 2007 - December 2010
J.P. Morgan September 2006 - September 2007
Florida State University October 2002 - June 2006
US Army February 1997 - June 2004
Skills
Bank Relationship..., Profitability, Solution Selling, Pricing Strategy, Treasury Services, Treasury Management, Cash Management, Client Relationship..., B2B, Contract Negotiation, RFP preparation, Cross Selling, Client Advocacy, Project Implementation, Salesforce.com, Liquidity, Institutional Clients, Banking, Profit, CRM, Investment Banking, FX Options, Management, Institutional..., RFP, Credit, Financial Services, Financial Analysis, Financial Risk
Education
Florida Agricultural and Mechanical University
BS, FINANCE
Suncoast High School
J.P. Morgan 2015 - Present
Vanguard July 2014 - March 2015
Avondale Partners August 2013 - December 2013
World Financial Group (WFG) March 2013 - August 2013
HSBC June 2013 - July 2013
Innovation Capital Advisors, LLC May 2013 - June 2013
Skills
Microsoft Excel, Customer Service, Recruiting, PowerPoint, Microsoft Word, Insurance, Research, Public Speaking, Communication, Writing, Lotus Notes, Sametime, Project Management, Presentations, Microsoft Office, Event Planning, Financial Analysis, Networking, Time Management, Teamwork, Data Entry, Financial Advisory, Data Analysis, Leadership
Education
Fisk University 2010 — 2014
Bachelor of Science (B.S.), Business (Accounting Concentration), 3.92 cumulative G.P.A.
Fisk University 2010 — 2014
Bachelor of Arts (B.A.), English, 3.92 cumulative G.P.A.
Parkdale High School 2006 — 2010
J.P. Morgan August 2014 - Present
Credit Suisse October 2012 - August 2014
Credit Suisse June 2011 - September 2012
Credit Suisse June 2010 - August 2010
BNY Mellon June 2009 - August 2009
Mercedes-Benz USA June 2008 - August 2008
Education
Fairfield University 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
J.P. Morgan June 2012 - Present
JP Morgan June 2010 - June 2012
LLBH Private Wealth Management LLC February 2010 - May 2010
JPMorgan Chase June 2009 - August 2009
Prudential Financial May 2008 - December 2008
Skills
Microsoft Excel, Finance, Sales, Business Development, Budgets, Financial Forecasting, Software Documentation, Disaster Recovery, Invoicing, Financial Analysis, Bloomberg, Financial Modeling, Risk Management, PowerPoint, Project Management
Education
Fairfield University 2006 — 2010
Bachelor of Science, Finance, Economics
Universiteit Maastricht 2009 — 2009
Study Abroad, International Investments, International Business Strategy, Financial Economics, Network Economics
J.P Morgan Chase April 2005 - Present
JP Morgan Chase April 2005 - Present
J.P. Morgan 2004 - Present
BNY Mellon 1996 - 2005
Skills
Financial Services, Fixed Income, Relationship Management, Equities, Investments, Banking, Hedge Funds, Business Development, Risk Management, Asset Management, Management, Leadership, Derivatives, Strategy, New Business Development, Portfolio Management, Capital Markets, Sales Management, Operations Management
Education
Fairleigh Dickinson University 1999 — 2001
Business Administration and Management, General
J.P. Morgan March 2009 - Present
Citi Smith Barney July 2007 - March 2009
Citi Smith Barney June 2006 - August 2006
Skills
Series 7, Bloomberg, Equities, Sales, Fixed Income, Investments
Education
Fairfield University 2003 — 2007
B.S., Finance, Accounting, Spanish
Thayer Academy 1997 — 2003
Middle School and High School
Synchrony Financial September 2014 - Present
American Express February 2013 - September 2014
American Express February 2012 - February 2013
J.P. Morgan August 2010 - October 2011
J.P. Morgan June 2009 - August 2010
J.P. Morgan June 2008 - August 2008
KPMG LLC June 2007 - August 2007
Ernst & Young LLP January 2007 - March 2007
Skills
Financial Modeling, Financial Analysis, Accounting, Valuation, Analysis, Auditing
Education
Florida A&M University 2003 — 2009
Degree: Masters, Business Administration
Florida Agricultural and Mechanical University 2003 — 2007
Bachelors, Business Administration
Embassy of the Republic of Yemen December 2013 - Present
JUNO Healthcare November 2013 - November 2014
PSG Global Solutions March 2013 - May 2013
J.P. Morgan June 2011 - January 2013
RCG Global Services July 2009 - February 2011
Acquire Asia Pacific March 2007 - December 2008
Convergys March 2004 - November 2006
Skills
Troubleshooting, Microsoft Exchange, Hardware, Applicant Tracking..., Talent Acquisition, Interviews, Recruiting, Active Directory, Networking, Screening, Software Installation, Call Centers, Technical Support, Information Technology, Management
Education
Far Eastern University 2000 — 2003
Bachelor of Science (BS), Psychology, 1.75
J.P. Morgan January 2004 - Present
Credit Suisse October 2002 - January 2004
Credit Suisse August 2001 - October 2002
BCBG Max Azria November 2000 - August 2001
Skills
Equity Capital Markets, Marketing Communications, Marketing, Investments, Investor Relations, Integrated Marketing, Marketing Strategy, Financial Services, Strategic Partnerships
Education
Fairfield University 1996 — 2000
Bachelor of Science (B.S.), Marketing, Communications
Academy of Our Lady of Good Counsel 1992 — 1996
TD Securities June 2014 - Present
TD Securities June 2013 - June 2014
TD Securities December 2011 - June 2013
CSC September 2010 - August 2011
J.P. Morgan July 2009 - June 2010
J.P. Morgan May 2008 - August 2008
J.P. Morgan May 2007 - August 2007
Highmark May 2006 - August 2006
Skills
Portfolio Management, Equities, Banking, Investments, Credit, Legal Compliance, Project Management, Regulatory Analysis, Financial Regulation, Data Analysis, Leadership, Analysis, Business Process..., Derivatives, Finance, Financial Risk, Financial Services, Management, Valuation, Cross-functional Team...
Education
Florida Agricultural and Mechanical University 2004 — 2009
Bachelor of Science, Business Administration
Florida Agricultural and Mechanical University 2004 — 2009
Masters of Business Administration, Business Administration
City University of New York October 1999 - Present
City University of New York (CUNY 1999 - Present
JP Morgan October 1986 - October 1999
JP Morgan Private Banking 1988 - 1999
J.P. Morgan 1986 - 1999
EBASCO October 1978 - October 1986
AEP June 1976 - October 1978
Skills
SQL, Crystal Reports, Visual Basic, Databases, Programming, Access, HTML, Sybase, Servers, Application Development, SQL Server, Database Management, Database Administration, archibus, cold fusion, JavaScript, Archibus, Microsoft SQL Server, ASP
Education
Fairleigh Dickinson University 1976 — 1980
MSEE, Electrical Engineering
Fairleigh Dickinson University 1974 — 1976
Master Degree in Electrical Engineering (MSEE), Electrical and Electronics Engineering
Verizon December 2005 - Present
Taconic Builders, Inc. March 2004 - December 2005
Showtime 1994 - 2001
J.P. Morgan 1985 - 1994
Skills
Financial Reporting, Risk Management, Risk Assessment, Compliance, Financial Analysis, Forecasting, Accounting, Fraud, Financial Modeling, Budgets, Management Consulting, Strategic Planning, Cash Flow, Project Management, Program Management, Management, Governance, Corporate Governance, Risk Analysis, Analysis, Business Analysis, Mergers & Acquisitions
Education
Fairleigh Dickinson University
Master of Administrative Science, Forensic Accounting and Strategic Management
New York University
Bachelor of Science (BS), Accounting
Western & Southern Life March 2015 - Present
AIG Financial Network June 2013 - March 2015
Morgan Stanley Smith Barney March 2011 - March 2012
Citi November 2010 - March 2011
J.P. Morgan July 2009 - July 2010
J.P. Morgan May 2008 - August 2008
LaSalle Bank May 2007 - August 2007
Skills
Investments, Finance, Financial Modeling, Portfolio Management, Financial Analysis, Banking, Risk Management, Financial Services, Asset Allocation, Bloomberg, Retirement Planning, Equities, Corporate Finance, Microsoft Excel, Licensed Life & Health..., Credit Analysis, Hyperion Planning, Hyperion Financial..., Life Insurance
Education
Florida Agricultural and Mechanical University 2004 — 2008
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
AIG March 2015 - Present
J.P. Morgan March 2013 - February 2015
J.P. Morgan January 2011 - March 2013
J.P. Morgan Investment Management Inc. April 2002 - June 2011
Skills
Operational Risk..., Business Analysis, Risk Management, Operational Risk, Financial Risk, Portfolio Management, Internal Controls, Banking, Credit, Enterprise Risk..., Financial Analysis, Financial Services, Investment Banking, Management, SDLC, Vendor Management
Education
Fairleigh Dickinson University
BS, Business Management
J.P. Morgan February 2015 - Present
JPMorgan Chase May 2013 - January 2015
JPMorgan Chase August 2012 - April 2013
JP Morgan Chase April 2011 - August 2012
JP Morgan Chase September 2009 - May 2011
WaMu January 2008 - September 2009
Washington Mutual 2007 - 2007
United ERP 2006 - 2007
Washington Mutual 2002 - 2006
Andrews Consulting Group 2000 - 2001
Skills
Mortgage Lending, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Recruiting, Budgets, Cash Management, Mortgage Banking, Event Planning, Microsoft Excel, SharePoint, Report Writing, Microsoft Dynamics, JD Edwards, Business Analysis, Requirements Analysis, Project Coordination, Project Management, Loans, Forecasting, Leadership, Management, Analysis, Program Management, Sales, Training
Education
Fairleigh Dickinson University 1993 — 1995
Marketing
Montclair State University 1976 — 1979
BA, Theatre Arts
The Lip Bar October 2011 - Present
GyrlTalk October 2011 - Present
Star at Heart, A Lifestyle Empowerment Company December 2011 - Present
JPMorgan Chase August 2009 - March 2013
J.P. Morgan June 2009 - June 2011
Skills
Microsoft Office, PowerPoint, Word, Bloomberg, Excel, iPhone, Social Media, Social Networking, Cosmetics
Education
Florida Agricultural and Mechanical University 2003 — 2009
Master of Business Administration (MBA), Finance, General
J.P. Morgan January 2014 - Present
JPMorgan January 2011 - January 2014
JPMorgan July 2007 - January 2011
HSBC April 2001 - August 2005
Skills
Logistics, Aviation, Aircraft Leasing, Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, LBO, Equities, Emerging Markets, Due Diligence, Mergers
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Accounting and Finance
Indian Institute of Technology, Kharagpur
B.Tech(Hons.), Civil Engineering
Faculty of Management Studies - University of Delhi
Masters in Business, Management
J.P. Morgan September 2011 - Present
Agility Logistics November 2009 - September 2011
JP Morgan October 2006 - July 2009
UPS Supply Chain Solutions October 2000 - August 2006
Fritz Companies June 1990 - September 2000
Skills
Supply Chain Finance, Trade Finance, Supply Chain, Structured Finance, Supply Chain Management, Banking, Supply Chain..., Customs Regulations, International Logistics, Process Improvement, Transportation, New Business Development, Operations Management
Education
Fitchburg State College 1982 — 1986
BS, Business Marketing, Economics
J.P. Morgan July 2014 - Present
Barclays Wealth and Investment Management August 2010 - July 2014
Barclays Wealth September 2008 - August 2010
Lehman Brothers June 2005 - September 2008
James LaSala & Associates, LLP April 2000 - June 2005
Skills
Leadership, Project Management, Fixed Income, Management, Risk Management, Equities, Business Analysis, AML, Project Planning, KYC, Strategic Leadership, Bloomberg, Organizational..., Document Management, Document Review, Investment Banking, Derivatives, Hedge Funds, Financial Services, Capital Markets, Securities, Asset Management
Education
Farmingdale State College 2002 — 2004
BA Finance, Finance, Accounting, Business Law
Nassau Community College 1999 — 2001
Associate Degree Marketing, Marketing, Finance, Business
Shorenstein Properties June 2014 - Present
J.P. Morgan January 2011 - June 2014
Cabot Properties, Inc. January 2009 - January 2011
Grubb and Ellis Company July 2008 - December 2009
Skills
Real Estate, Finance, Investments, Leadership, Leases, Strategic Planning, Analysis, Valuation, Financial Analysis, Due Diligence, Real Estate Economics, Portfolio Management, Investment Properties, Asset Management, Acquisitions, Financial Modeling, Real Estate Development
Education
Fairfield University
BA, Economics
Gonzaga College High School
Samsung C&T America, Inc. June 2009 - Present
J.P. Morgan July 2007 - February 2009
ING Bank, Seoul Branch August 2000 - June 2007
National Australia Bank, Seoul Branch January 1995 - July 2000
Education
Ewha Womans University
Bachelor of Arts (BA), Social Sciences
Ewha Womans University
Bachelor's degree
J.P. Morgan August 2013 - Present
Loan Value Group LLC June 2009 - July 2013
Morgan Stanley 2004 - 2009
Wachovia Bank 2000 - 2004
Skills
Fixed Income, Structured Products, Derivatives, Securitization, Credit Derivatives, Financial Structuring, Alternative Investments, Financial Modeling
Education
Florida Agricultural and Mechanical University 1998 — 2000
MS, Plasma Physics
University of North Carolina at Chapel Hill 1993 — 1998
B.A., Physics
J.P. Morgan March 2011 - Present
J.P. Morgan June 2009 - February 2011
Florida A&M University September 2007 - April 2008
Worlds Fuel Services May 2006 - August 2006
PRC, LLC May 2005 - August 2005
Skills
Process Improvement, Microsoft Excel, Budgets, Finance, Financial Analysis, Analysis, Leadership, Data Analysis, Business Analysis, Microsoft Office, SAP, Microsoft Word, Team Building, Visio, PowerPoint, Market Research, SharePoint, Cross-functional Team..., Account Reconciliation, Accounts Payable, Financial Reporting, Forecasting, Access
Education
Florida Agricultural and Mechanical University 2006 — 2008
MBA, Business Adminstration
Florida Agricultural and Mechanical University 2003 — 2006
BS, Business Adminstration
Graham Capital Management February 2010 - Present
J.P. Morgan August 2009 - February 2010
KPMG May 2007 - September 2008
Skills
Microsoft Word, Executive Search, Microsoft Excel, Human Resources, Talent Acquisition, Recruiting, Outlook
Education
Fairfield University 2005 — 2009
BA, Sociology
Academy of the Holy Angels 2001 — 2005
The Depository Trust & Clearing Corporation /Omgeo March 2014 - Present
Prudential Financial January 2014 - February 2014
J.P. Morgan July 2013 - November 2013
Verisk Analytics March 2013 - June 2013
UBS September 2012 - February 2013
Cablevision July 2011 - October 2012
Hertz January 2011 - June 2011
Sentry Insurance September 2010 - November 2010
Holland America Line January 2010 - July 2010
AT&T October 2008 - October 2009
Skills
Java, Java Enterprise Edition, Spring, JSP, Hibernate, SQL, Software Project..., JavaScript, Web Applications, MySQL, jQuery, HTML, CSS, JIRA, Software Development, Subversion, AJAX, SOAP, UML, SDLC, Front-end, Scrum, Websphere, Eclipse, Web Services, Agile Methodologies, Tomcat, Struts, Weblogic, Spring Framework
Education
Fairleigh Dickinson University 2005 — 2007
Master of Science (MS), Computer Science, 3.7
J.P. Morgan December 2011 - Present
Morgan Stanley November 1993 - November 2011
Deloitte & Touche 1990 - 1993
Skills
Prime Brokerage, Alternative Investments, Bloomberg, Capital Markets, Collateral Management, Credit Derivatives, Derivatives, Equities, Equity Derivatives, FX Options, Financial Markets, Financial Risk, Fixed Income, Hedge Funds, Investment Banking, Middle Office, Operational Risk, Options, Portfolio Management, Securities, Securities Lending, Series 7, Trading
Education
Pace University-Pleasantville/Briarcliff Campus 1988 — 1990
BBA, accounting
Farmingdale State University of New York 1986 — 1988
Associate of Science (A.S.), Accounting
J.P. Morgan November 1996 - Present
Goldman Sachs November 1995 - November 1996
Merrill Lynch May 1992 - November 1995
Skills
Series 7, Securities, Wealth Management, Fixed Income, Hedge Funds, Bloomberg, Equities, FINRA, Mutual Funds, FINRA Licensed Series..., Compliance Generalist,..., Financial Modeling, Strategic Financial..., Financial Markets, Investments, Portfolio Management, Financial Analysis
Education
Fairleigh Dickinson University 1994 — 1998
MBA, Finance
State University of New York College at Plattsburgh 1983 — 1987
Bachelor of Science, Business Management
Lord, Abbett & Co. LLC March 2015 - Present
J.P. Morgan July 2012 - December 2014
Colts Neck Fire Department #2 May 2006 - July 2013
J.P. Morgan July 2010 - July 2012
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Investments, Equity Research, Banking, Series 7, Investment Banking, Bloomberg Terminal, Hedge Funds, Microsoft Excel
Education
Fairleigh Dickinson University 2004 — 2010
BS, Finance
Christian Brothers Academy 2000 — 2004
SK&A Structural Engineers, PLLC July 2012 - Present
Bowie Gridley Architects November 2010 - July 2012
Kimley-Horn and Associates, Inc. September 2009 - October 2010
Hazen and Sawyer April 2003 - September 2009
S2Net, Inc./Studio 116 March 2002 - April 2003
A.T. Kearney July 2000 - February 2002
J.P. Morgan March 2000 - July 2000
Skills
Marketing Communications, Adobe Creative Suite, Microsoft Office, Database Administration, Wordpress, Business Development, WordPress, Marketing Strategy, CRM, Marketing, Public Relations, InDesign, Advertising, Editing, Press Releases, Management, Strategy, Social Media, Event Planning, Proposal Writing, Research, Project Management, Brand Development, Web Design
Education
Parsons School of Design 2001 — 2001
Coursework, Apparel Design
Fashion Institute of Technology 2000 — 2000
Coursework for Associates, Apparel Design
Rollins College 1990 — 1994
Area Studies, Business, Org. Communication, Studio Art, Sociology
Maurice Lacroix August 2013 - Present
Home Services Shop October 2010 - October 2012
CHANEL September 1998 - August 2009
Progressive Building Company August 1995 - September 1998
Rolex February 1990 - August 1995
J.P. Morgan June 1987 - September 1989
Skills
Brand Management, Sales Operations
Education
Fairfield University 1982 — 1986
BS Degree, Finance
J.P. Morgan June 2014 - May 2015
The KABR Group January 2012 - June 2014
Boyden June 2011 - June 2012
Ross, Anglim, Angelini, CPA's August 2011 - January 2012
Woven Floors September 2004 - May 2011
Skills
Internal Controls, General Ledger, Accounting, QuickBooks, Financial Reporting, Account Reconciliation, Accounts Receivable, Financial Statements, Financial Analysis, Microsoft Excel, Financial Accounting, Process Improvement, Yardi, OASIS, Investran, Real Estate Transactions, Commercial Real Estate, Real Estate Private..., Corporate Real Estate, Leases, Real Estate Financing
Education
Fairleigh Dickinson University 2010 — 2012
Master of Science, Accounting
New Jersey Institute of Technology 1999 — 2004
Bachelor of Science, Electronics & Computer Engineering Technology
J.P. Morgan October 2010 - Present
GAIN Capital May 2010 - September 2010
GAIN Capital October 2007 - April 2010
Education
Fairleigh Dickinson University 2006 — 2010
B.S, Finance & Economics
J.P. Morgan July 2010 - Present
Sempra Energy Trading November 2004 - July 2010
New York Mercantile Exchange June 2002 - November 2004
Skills
Oil/Gas, Petroleum, Energy, Swaps, Risk Management, Trading, Commodity, Commodity Markets, Contract Negotiation, Derivatives, Hedging, Options, Hedge Funds, Bloomberg, Trading Systems
Education
Fairfield University 1999 — 2003
Finance
J.P. Morgan September 2000 - August 2014
Skills
Operations, Project Management, compliance, Settlement, Operational Risk..., Regulations, Internal Controls, Banking, Transaction Processing
Education
Fairleigh Dickinson University 2014 — 2016
Master of Business Administration (MBA), Finance
Sogang University 1995 — 1999
Bachelor of Arts (B.A.), English Language and Literature/Letters
J.P. Morgan September 2014 - Present
J.P. Morgan April 2013 - September 2014
JP Morgan Chase November 2011 - April 2013
JPMorgan Chase April 2008 - November 2011
ShoreBank 2003 - 2005
Cole Taylor Bank 2000 - 2003
Education
Loyola University of Chicago 2001 — 2003
Master’s Degree, Accounting
Florida A&M University
Bachelor of Science (B.S.), Business Administration and Management, General
Whitney M. Young Magnet High School 1986 — 1989
High School
J.P. Morgan June 2012 - Present
RREEF Alternatives July 2011 - May 2012
DB Advisors Hedge Fund Group September 2007 - June 2011
Schulte Roth & Zabel LLP September 2004 - September 2007
Education
Rutgers University School of Law - Camden 2001 — 2004
JD, Law
Fairfield University 1996 — 2000
BA, Economics and Political Science
J.P. Morgan April 2013 - Present
Brown Brothers Harriman September 2011 - March 2013
UBS Wealth Management 2006 - 2010
Arilex Realty Corp 2003 - 2006
American Express Financial Advisors 2002 - 2003
American Express Financial Advisors 1999 - 2002
Education
Fairleigh Dickinson University
Paralegal Certificate, Paralegal Studies
William Paterson University of New Jersey
Bachelor of Arts, Psychology
Sitrion June 2013 - Present
NANCY GILL, LLC November 2012 - Present
XB Insight January 2013 - Present
Lunch Break July 2013 - Present
Fundamental Theater Project March 2014 - Present
JPMorgan Chase Corporate and Investment Bank September 2012 - January 2013
JP Morgan Chase November 2009 - September 2012
National Football League April 2002 - October 2009
J.P. Morgan January 1994 - March 2002
Lehman Brothers September 1987 - December 1993
Skills
Talent Management, Change Management, Performance Management, Succession Planning, Executive Coaching, Training Program Design..., Organizational Design, High Performance Teams, Vision and Mission..., New Manager Assimilation, Leadership Transitions, Leadership, Business Strategy, Employee Engagement, Cross-functional Team..., Human Resources, Leadership Development, Management, Organizational..., Start-ups, Strategic Planning, Strategy, Entrepreneurship, Executive Management, Personnel Management, Program Management, Consulting, Coaching
Education
Fairleigh Dickinson University 1993 — 1995
MBA, Management
Kean University 1977 — 1981
BA, Fine Arts
JPMorgan Chase June 2014 - Present
United States Air Force 2002 - Present
JPMorgan Chase March 2013 - June 2014
JPMorgan Chase May 2012 - March 2013
J.P. Morgan 1995 - May 2012
Queens College Continuing Education 2006 - 2007
Independence Community Bank 2003 - 2006
Skills
Public Speaking, Spanish, Leadership Development
Education
Excelsior College
Saint John's University
Barclays February 2014 - Present
J.P. Morgan May 2010 - February 2014
Education
Fairleigh Dickinson University 2000 — 2004
BS, Finance & Economics
Westchester East Putnam Parent Teacher Association July 2012 - April 2014
Bronx River Parkway Reservation Conservancy September 1998 - September 2005
J.P. Morgan June 1994 - August 1996
J.P. Morgan July 1989 - June 1994
Drexel Burnham Lambert September 1983 - July 1989
Saks Fifth Avenue September 1981 - September 1983
Skills
Writer, Editor, Research, Database Administration, Customer Service, Brokerage Operations, Equity Trading Systems, Fixed Income Trading..., Microsoft Office, PowerPoint, Google Analytics, Non-profit..., Non-profit Board..., Special Education CPSE..., Kurzweil, BookShare, Community Gardens, Blogging, Editing, Writing
Education
New York Botanical Gardens
Gardening/Landscape Design
Fairfield University
Bachelor of Arts (B.A.), English Literature/Marketing Minor
NYU
Business Communications/Public Relations
New York Institute of Finance
Brokerage Operations
Jennison Associates April 2012 - Present
Balyasny Asset Management L.P. January 2008 - March 2012
Oppenheimer & Co. November 2005 - January 2008
Lehman Brothers September 2004 - October 2005
Saks Fifth Avenue July 2003 - September 2004
J.P. Morgan July 2000 - July 2002
Skills
Market Research, Fundamental Research, Equity Research, Retail, consumer discretionary, Footwear, restaurants, softlines, hardlines, broadlines, Institutional Research, Financial Modeling, Consumer Trends, Economic Research, Equity Valuation, Bloomberg
Education
Fashion Institute of Technology 2002 — 2003
Associate, Applied Science, Fashion Merchandising Management
McGill University 1996 — 2000
Honors Bachelor of Arts, Political Science
University of Wisconsin-Madison October 2012 - Present
University of Wisconsin-Madison January 2012 - Present
J.P. Morgan August 1998 - December 2001
National Westminster Bank June 1993 - June 1998
Skills
Science, Physics, Statistics
Education
University of Wisconsin-Madison 2003 — 2005
Master's degree, Educational Leadership and Policy Analysis
Ewha Womans University
Bachelor of Science (BS), Physics
J.P. Morgan Chase January 2007 - Present
Physicians Practice Solutions Florence SC January 2000 - Present
J.P. Morgan 2007 - 2013
Education
Florence-Darlington Technical College
Associate degree, Public Service Paralegal
TD Ameritrade February 2014 - Present
US Small Business Administration November 2012 - September 2013
J.P. Morgan 2000 - 2012
Southwest Securities February 1998 - September 2000
Skills
Equities, Credit, Financial Analysis, Banking, Investments, Fixed Income, Loans, Capital Markets, Investment Banking, Risk Management, Credit Analysis, Mutual Funds, Securities, Credit Risk, Finance
Education
Fairleigh Dickinson University 1990 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
New Jersey City University 1984 — 1989
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan May 2013 - Present
J.P. Morgan May 2010 - May 2013
Skills
Market Risk, FX Options, Risk Management, Fixed Income
Education
Fairfield University