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
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J.P. Morgan Employees
Financial Accounting Foundation November 2014 - Present
Bank of America February 2004 - June 2014
J.P. Morgan May 1991 - January 2004
Deloitte September 1982 - May 1991
Skills
Management, Banking, Credit, Investment Banking, Loans, Investments, CPA
Education
Manhattan College
Bachelor of Science (B.S.), Accounting and Finance
JPMorgan Chase May 2014 - Present
JPMorgan Chase October 2012 - May 2014
J.P. Morgan July 2008 - October 2012
Skills
College Recruiting, Operations Management, Project Management
Education
Manhattan College 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
J.P. Morgan August 2015 - Present
Morgan Stanley Wealth Management August 2013 - August 2015
SVA Financial Services, LLC February 2009 - April 2012
SVA Plumb Wealth Management, LLC April 2008 - April 2012
Charles Schwab & Co., Inc April 2002 - April 2008
Baker Tilley formerly Virchow Krause Wealth Management ,LLC November 1998 - February 2002
Skills
Securities Regulation, FINRA, Regulatory Analysis, SEC filings, Compliance Testing, Supervisory Management
Education
FINRA Registrations: 7, 9, 10, 24, 63, 65, 66, 99
Madison Area Technical College
Associate of Science, Business
JPMorgan Chase & Co. September 2014 - Present
J.P. Morgan August 2011 - August 2014
J.P. Morgan August 2009 - July 2011
J.P. Morgan December 2007 - February 2008
Skills
Business Process..., Financial Modeling, Fund Administration, New Business Development, Deployment Strategies, Benefits Realisation, Portfolio Management, Financial Services, Fixed Income, Bloomberg, Middle Office, Relationship Management, Equities, Investment Banking, Asset Management
Education
Macquarie University 2007 — 2009
Bachelor of Commerce/ Bachelor of Laws, Banking and Finance
University of Canberra 2004 — 2006
Bachelor of Commerce/ Bachelor of Laws, Banking
Ameriprise Financial Services, Inc. June 2012 - Present
J.P. Morgan October 2008 - April 2012
Skills
Financial Planning
Education
Lynn University 1992 — 1994
Bachelor of Business Administration (B.B.A.), International Business
Our Lady of Lourdes 1986 — 1990
High School
Bernstein Private Wealth Management 2014 - Present
ILS, LLC - a Goldman Sachs Company 2010 - 2014
Goldman Sachs 2007 - 2010
PFG, LLC 2004 - 2007
UBS 2001 - 2004
J.P. Morgan 1998 - 2001
Bank of America 1994 - 1998
Skills
Wealth Management, Investment Advisory, Wealth Preservation, Alternative Investments, Retirement Planning, Strategic Financial..., Investments, Hedge Funds, Private Equity, Series 7, Series 63, Series 65, Series 31, Financial Modeling, Capital Markets, Insurance, Valuation, Securities, Asset Management, Structured Products, Financial Structuring, Financial Analysis, Fixed Income, Mutual Funds, Portfolio Management, Equities, Derivatives, Structured Finance, Estate Planning, Retirement, Financial Advisory, Life Insurance, Financial Services, Risk Management
Education
Pace University - Lubin School of Business 2000 — 2003
Master of Business Administration (M.B.A.), Finance
Loyola University Maryland Sellinger School of Business and Management 1990 — 1994
Bachelor's Degree, Finance
The Episcopal Academy 1986 — 1990
High School
DTCC January 2013 - Present
DTCC July 2011 - December 2012
J.P. Morgan January 2009 - June 2011
MetLife May 2007 - December 2008
Cognizant Technology Solutions April 2005 - April 2007
State Bank of India May 2003 - February 2005
Skills
QTP, User Acceptance Testing, Quality Assurance, Quality Center, Requirements Analysis, Testing, Visio, Manual Testing, SQL, ITIL, Process Improvement, Test Management, Test Director, Test Automation, Program Management, Software Project..., SDLC, DB2, Agile Testing, Visual Basic, Team Management, Regression Testing, Banking, MS Project, Test Planning, Agile, Test Cases, Automation, Software Quality..., Risk Management, Test Execution, Team Leadership, Project Management, System Testing, Agile Project Management, Software Documentation, Agile Methodologies, HP Quality Center
Education
Madurai Kamaraj University 2003 — 2006
Master of Business Administration (M.B.A.), Computer Science, First Grade
Madurai Kamaraj University 2000 — 2003
Bachelor of Computer Applications (B.C.A), Computer Programming, Specific Applications, First Grade
J.P. Morgan May 2013 - Present
New York Life Insurance Company February 2010 - April 2013
New York Life Insurance Company June 2009 - February 2010
Summit Global Logistics May 2008 - August 2008
AXA Advisors, LLC March 2008 - August 2008
Katz Media Group May 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Photoshop, Public Speaking, Compliance, Life Insurance, annuity products, Financial Analysis, Internal Controls, Teamwork, Data Analysis
Education
Manhattan College 2005 — 2009
Bachelor of Science, Finance & Global Business Studies
J.P. Morgan July 2014 - Present
UBS Wealth Management August 2013 - January 2014
UBS Wealth Management March 2013 - September 2013
Thomson Reuters April 2012 - September 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Access, Salesforce.com, HTML, Matlab, Python, Business Process..., Business Analysis, Requirements Analysis, Business Process Design, Process Modeling, Systems Analysis, Project Management, Microeconomics, Macroeconomics, Statistical Modeling, Statistical Data..., Web Development, Marketing, Technical Writing, Analytics, Entrepreneurship, Networking, Business Development, Quantitative Research, Economics, Mobile Applications, User Experience
Education
Stevens Institute of Technology 2010 — 2014
Bachelors, Business and Technology
Mahwah High School 2006 — 2010
Manhattan School of Music 2005 — 2010
Vocal Performance, Bassoon, Percussion, Pre-College
J.P. Morgan May 2013 - Present
Bank of America Merrill Lynch April 2011 - April 2013
Joseph Gunnar & Co. May 2007 - January 2011
Skills
Investments, Portfolio Management, Wealth Management, Equities, Mutual Funds, Fixed Income, Alternative Investments, Asset Allocation, Finance, Retirement Planning, Series 7, Financial Services, Retirement, Mortgage Lending, Insurance, Management, Small Business, Cash Management, Economics, Series 63, Securities, Asset Management, Bonds, Hedge Funds, Investment Banking, Strategic Financial..., Investment Strategies, Private Equity, Financial Markets, Estate Planning, Investment Advisory, Uniform Combined State..., Options, Investment Management
Education
Manhattan College 2005 — 2009
B.S., Finance & Economics
Chaminade High School 2001 — 2005
High School
J.P. Morgan May 2015 - Present
Morgan Stanley July 2014 - November 2014
Northwestern Mutual May 2013 - December 2013
Loyola University Maryland September 2011 - May 2013
Mount Kisco Country Club May 2010 - August 2012
Mount Pleasant Recreations June 2008 - August 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, English, Teamwork, Matlab, Data Analysis, Economics, Statistics, Customer Service, Windows, Financial Analysis, Public Speaking, Social Media, Analysis, HTML, Higher Education, Bearings
Education
Loyola College in Maryland 2010 — 2014
Bachelor of Science (BS), Quantitative Economics
Danish Institute for Study Abroad 2012 — 2012
Quantitative Economics, Fall Semester 2012
Archbishop Stepinac High School 2006 — 2010
HSBC Global Banking and Markets March 2015 - Present
J.P. Morgan July 2013 - March 2015
HedgeServ September 2009 - July 2013
UBS Investment Bank September 2008 - March 2009
Citigroup February 2008 - September 2008
Con Edison July 2007 - January 2008
Skills
Bloomberg, Hedge Funds, Equities, Derivatives, Fixed Income, Investments, Financial Reporting, Financial Modeling
Education
Manhattan College 2005 — 2007
Bachelor's, Finance
Citi 2015 - Present
Citi 2009 - 2015
JP Morgan 2008 - 2009
J.P. Morgan 2007 - 2008
Skills
Fixed Income, Trading, Bloomberg, Capital Markets, Derivatives, Portfolio Management, Financial Modeling, Valuation, Bonds, Securities, Investments, Asset Management, Trading Systems, Options, Financial Markets
Education
Loyola University Maryland 2003 — 2007
BBA, Finance and Business Economics
BEMAVEN July 2014 - Present
Pilot Mountain Ventures April 2013 - Present
J.P. Morgan June 2011 - April 2013
J.P. Morgan December 2008 - June 2011
Education
Loyola College in Maryland 2004 — 2008
B.B.A., Management
Monash University 2007 — 2007
Business
J.P. Morgan May 2015 - Present
Loyola University Maryland 2010 - May 2014
UPS June 2012 - August 2012
Jersey Shore Fitness Shop June 2012 - August 2012
Monmouth University June 2011 - August 2011
Skills
International Business, International..., Business Strategy, Global Business..., Global Strategy, Global Management, Marketing, Finance, English, Spanish, German, Teamwork, Team Leadership, Public Speaking, Leadership, Customer Service, Market Research, Research, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, SAP, Rugby, Friendly Personality, Work Well Independently, Learning Quickly
Education
Loyola University Maryland 2010 — 2014
Bachelor of Business Administration (BBA), International Business
Universidad de Alcalá 2013 — 2013
Bachelor's Degree, International Business, Study Abroad Program: January-May 2013
TrueFacet November 2014 - Present
Celebrations.com/1-800-Flowers.com June 2013 - November 2014
Pingg Corp. December 2010 - June 2013
Pingg Corp. September 2009 - December 2010
Cohen Communications August 2008 - September 2009
J.P. Morgan June 2007 - August 2007
J.P. Morgan June 2006 - August 2006
Skills
Email Marketing, Online Advertising, Social Media, Digital Marketing, Google Analytics, Social Media Marketing, Marketing, WordPress, Copywriting, Marketing Strategy, Illustrator, Web Design, Mobile Marketing, Mac, Creative Direction, Integrated Marketing, Strategic Partnerships, Competitive Analysis, Content Strategy, Blogging, Photography, Start-ups, Website Development, Media Buying, Advertising, Online Marketing, Web Analytics, E-commerce, Digital Strategy, SEO, Corporate Identity, Digital Media, Google Adwords, Public Relations, CMS, Brand Development, Social Networking
Education
Loyola University Maryland 2004 — 2008
Bachelor of Arts (B.A.), Marketing
J.P. Morgan August 2014 - Present
J.P. Morgan July 2012 - September 2014
J.P. Morgan June 2011 - August 2011
JP Morgan June 2010 - August 2010
Sandy Drawers August 2009 - June 2010
Skills
PowerPoint, Microsoft Excel, Access, Spanish, Microsoft Word, Statistics, Microsoft Office, Public Speaking, Economics, Finance
Education
Loyola University Maryland 2008 — 2012
B.B.A., Finance Minor: Information Systems
Chaminade High School 2004 — 2008
High School Diploma
University College Cork 2010 — 2010
J.P. Morgan January 2015 - Present
Bank of America April 2007 - June 2013
Deutsche Bank April 1996 - August 2002
Education
Manhattan College
J.P. Morgan July 2000 - Present
Morgan Stanley September 1999 - December 1999
Skills
Wealth Management, Fixed Income, Hedge Funds, Series 7, Equities, Portfolio Management, Alternative Investments, Investments
Education
Loyola College in Maryland 1996 — 2000
BBA, Finance
J.P. Morgan March 2015 - Present
JPMorgan Chase August 2012 - March 2015
Pfizer Inc May 2008 - June 2012
LinkShare Corporation October 2006 - May 2008
Estee Lauder Companies March 2004 - October 2006
1-800 Flowers.com April 2002 - November 2003
IBM Global Services May 1999 - November 2001
Skills
Cross-functional Team..., Product Development, Business Process, Budgeting, SDLC, Business Analysis, MS Project, IT Management, Program Management, Application Development, Software Development, Business Process..., SharePoint, IT Strategy, Project Management
Education
Stevens School of Technology 2010 — 2013
Masters, Information Systems Management
Manhattan College 1995 — 1999
BS, Marketing & Computer Information Systems
Pro Teck Valuation Services July 2012 - Present
Ektron October 2010 - July 2012
Tata Consultancy Services August 2007 - August 2010
J.P. Morgan December 2009 - July 2010
Scotiabank, Toronto August 2007 - November 2009
Stabilix Corporation August 2004 - July 2007
Skills
Client Side Scripting, XML, ASP.NET, Microsoft SQL Server, VB.NET, Visual Studio, ADO.NET, Databases, T-SQL, ASP, SQL, Web Services, SDLC, Web Applications, C#, jQuery, Requirements Analysis, .NET, AJAX, CSS, PL/SQL, SSIS
Education
Mahatma Gandhi University 2001 — 2003
M.Sc, Computer Science
College Of Applied Sciences 1998 — 2001
B.Sc, Computer Science
J.P. Morgan August 2012 - Present
Sogeti March 2007 - August 2012
Syntel December 2003 - January 2007
Reliance June 2003 - November 2004
Khadi and Village Industries Commission (KVIC), India January 2000 - August 2003
Education
Madurai Kamaraj University 2001 — 2003
Masters in Computer Applications
CDAC 2000 — 2000
Post Graduate Diploma in Advance Computing
Deutsche Bank November 2010 - Present
Goldman Sachs June 2000 - August 2010
J.P. Morgan September 1997 - May 2000
Skills
Equities, Hedge Funds, Capital Markets, Fixed Income, Investments, Investment Banking, Alternative Investments, Asset Management, Financial Modeling, Derivatives, Bloomberg, Private Equity, Portfolio Management, Securities, Valuation, Structured Products
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
Master of Business Administration (MBA)
Manhattanville College 1988 — 1991
Bachelor of Arts (BA)
J.P. Morgan 2011 - Present
UBS 2005 - 2011
Alex. Brown and Sons 1993 - 2001
Education
Loyola University Maryland
Master of Business Administration (M.B.A.), Finance
Michigan State University
Bachelor of Arts (B.A.), Materials and Logistics Management
J.P. Morgan August 2014 - Present
JPMorgan Chase July 2013 - August 2014
Morgan Stanley June 2012 - December 2012
Singh Hospitality Group January 2008 - May 2012
Skills
Microsoft Excel, Access, PowerPoint, Microsoft Word, Outlook, Microsoft Office, Markitwire, SAS, Salesforce.com, Event Planning, Facebook, Finance, Financial Analysis, Leadership, Management, Public Speaking, Research, Teamwork, Time Management
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration
Catholic University of America at St. John’s University
JPMorgan Chase 1996 - 2011
J.P. Morgan 1976 - 2011
JPMorgan Chase 1976 - 2011
Computer Science Corporation 1997 - 2005
Skills
Workflow..., Project Management, Asset Managment, Project Planning, Hardware Installation, Software Installation, Computer Network..., Training, Vendor Relationships, Prime, Peregrine, HP, Logistics Management, Communication Skills, Time Management, Media, Decommissioning, Tracking, Cost Saving Projects, E-Discovery Consulting, Control-M, webspan, TSPAN, Portfolio Management, Loans, Banking, Credit Analysis, Credit, Mortgage Banking, Financial Services, Securities, Mortgage Lending, Loan Origination, Equities, Disaster Recovery, Asset Management, Data Center, Trading Systems, PMO, Incident Management, SDLC, Fixed Income, Business Continuity, IT Operations, Visio, Investment Banking, Business Analysis, IT Strategy, Project Portfolio..., ITIL
Education
Manhattan College 1972 — 1976
Bachelor of Science (BS), Science
H&M June 2013 - Present
CA Technologies July 2012 - January 2013
Year Up March 2012 - January 2013
J.P. Morgan August 2010 - February 2011
Keefe Commissary Network August 2008 - July 2010
ARAMARK January 2006 - May 2007
Skills
Computer Hardware, Microsoft Office 2007, XP, Windows Vista, PowerPoint, Microsoft Office, Microsoft Windows 98, Google Docs, Office 2010, Troubleshooting, Customer Service, Events, HTML, HTML 5, CSS, Internet, Communication, Operating Budgets, Software Project..., Project Planning, Project Management, Self-driven, Initiator, Highly motivated..., Cross-functional Team..., System Administration, Time Management, Salesforce.com, Training, Microsoft Word, Windows XP
Education
Harold Washington 2010 — 2014
Computer Technology/Computer Systems Technology
MacCormac College 2011 — 2012
Court Reporting/Court Reporter
Simeon Career Academy 2002 — 2006
Diploma, General Education
Regeneron Pharmaceuticals, Inc. February 2015 - Present
Morgan Stanley April 2011 - February 2015
Citigroup November 2006 - August 2010
Pfizer, Inc. October 2005 - June 2006
BMW of North America, LLC June 2001 - June 2005
Context Integration November 1999 - November 2000
Ernst & Young, LLP April 1997 - December 1998
JP Morgan July 1992 - April 1997
J.P. Morgan October 1990 - October 1991
Skills
Project Management, Infrastructure, Enterprise Architecture, Integration, Technical Architecture, Business Analysis, Program Management, PMO, PMP, Vendor Management, Management, IT Strategy, Project Portfolio..., Information Technology, Enterprise Software, Requirements Analysis, IT Management
Education
Manhattan College
MUFG Union Bank, N.A. August 2012 - Present
J.P. Morgan September 2006 - August 2012
Bank of New York Mellon August 2004 - September 2006
JPMorgan Chase May 1996 - July 2004
Skills
Challenger, Cash Management, Interpersonal..., Strategic Selling, Negotiation, Proposal Writing, Sales Process, Strategic Thinking, Time Management, Strategic Communications, Building Relationships, Relationship Management, International Sales, Treasury Management, Treasury Services, SJU Parent - Career..., Banking, Finance, Leadership, Management, Credit, Financial Institutions, Financial Services, Sales Operations, Mutual Funds, Financial Analysis, Portfolio Management, Executive Management, Risk Management
Education
Manhattan College 1977 — 1981
BA, Political Science and Business Administration
Airbnb August 2015 - Present
MapQuest November 2012 - August 2015
Everlater August 2008 - November 2012
J.P. Morgan July 2005 - July 2007
Skills
Start-ups, Entrepreneurship, Venture Capital, Financial Modeling, Strategy, Corporate Development, Strategic Partnerships, Product Management, Business Strategy, Private Equity, Competitive Analysis, E-commerce, Mobile Devices, Analytics, Business Development, Mergers, Online Marketing, Cloud Computing, Digital Marketing, Product Development, SaaS, Product Marketing, Mobile Applications, New Business Development, Digital Strategy, Mergers & Acquisitions, Go-to-market Strategy, Business Planning, Web Analytics, Online Advertising, SEM, Digital Media, Marketing Strategy, Enterprise Software, Management Consulting, User Experience, Lead Generation, Salesforce.com, CRM
Education
Macalester College 2001 — 2005
BA, Economics
J.P. Morgan March 2015 - Present
J.P. Morgan March 2013 - March 2015
J.P. Morgan March 2012 - March 2013
Commonwealth Bank of Australia July 2010 - July 2011
PPB Advisory May 2008 - July 2010
Skills
Performance Management, Project Coordination, Talent Management, Training, Human Resources, Onboarding, Strategy, Personnel Management, Interviews, Management, PeopleSoft, Project Management
Education
Macquarie University 2004 — 2007
Bachelor of Arts, Ancient History
LiveIntent, Inc. June 2015 - Present
CIBC September 2014 - June 2015
J.P. Morgan April 2014 - August 2014
VLP Associates, INC. June 2012 - April 2014
Nova Capital Global Markets February 2012 - June 2012
Case Concepts International, Llc. May 2011 - August 2011
Skills
Recruiting, Research, PowerPoint, Customer Service, Finance, Social Networking, Microsoft Office, Leadership, Inventory Management, Business Development, Microsoft Word, Microsoft Excel, Interviews, Negotiation, Onboarding, Spanish, Mac/PC proficient, International Business, Troubleshooting, Microsoft office 2010, New Business Development, Coordinating Skills, Economics, HR Policies, Logistics Management, Project Management, Staff Development, Taleo, PeopleSoft, CRM, Public Sector Accounting, Corporate Tax, Talent Acquisition, Human Resources, Sourcing, Global Sourcing, Strategic Sourcing, Financial Services, Big 4, Talent Management, Project Coordination, Internet Recruiting, College Recruiting, Recruitment Advertising, Client Liaison, Applicant Tracking..., Executive Search, Industrial Relations, Personnel Management, Boolean Searching
Education
Manhattan College 2011 — 2012
Bachelor of Science, Business Management; Global Business
J.P. Morgan July 2015 - Present
I.N. Basquet December 2010 - June 2015
Fairhills Group July 2012 - September 2012
usablenet September 2011 - May 2012
Clark Dodge Asset Management May 2011 - July 2011
Skills
Microsoft Office, Excel, PerTrac, Forecasting, PowerPoint, Quickbooks, Salesforce.com, Microsoft Excel, Strategy, Finance, Management, Investments, Equities, Portfolio Management, Marketing, Budgets, Customer Service
Education
Manhattanville College 2009 — 2012
Bachelor of Arts, Finance
Colegio Nacional Arturo Illia - Mar del Plata, Argentina 2001 — 2007
Bachiller
TD Bank Group November 2013 - Present
TD Bank Group March 2012 - October 2013
J.P. Morgan July 2010 - March 2012
J.P. Morgan July 2008 - July 2010
Moses & Singer LLP 2007 - 2008
Skills
Financial Risk, Financial Analysis, Investment Banking, Financial Modeling, Credit, Credit Risk, Bloomberg, Credit Analysis, Banking, Portfolio Management, Equities, Loans, Capital Markets, Derivatives, Fixed Income, Real Estate, Commercial Real Estate, Real Estate Financing
Education
Manhattan College 2004 — 2008
Bachelor of Science (B.S.), triple concentration in: Finance, Global Business Studies, Computer Information Systems
J.P. Morgan July 2013 - Present
Sitecert 2010 - Present
D.B. Zwirn & Co. June 2008 - June 2009
Merrill Lynch November 2006 - June 2008
Skills
Loans, Hedge Funds, Fixed Income, Capital Markets, Investment Banking
Education
Manhattan College 2002 — 2006
B.S, Finance
Christian Brothers Academy 1998 — 2002
Dharma Yoga Corp. 1 July 2008 - Present
J.P. Morgan September 1993 - June 2008
J.P. Morgan September 1986 - September 1993
Skills
Management, Sales, QuickBooks, Finance, Mortgage Lending, Event Planning, Organizational..., Banking, Tax-planning, Hatha Yoga, Training, Non-profits, Mortgage Underwriting
Education
Manhattan College 1991 — 1993
Master of Business Administration (MBA), International Finance
Manhattan College 1983 — 1986
Bachelor of Science (BS), Computer/Information Technology Administration and Management
KPMG 2012 - Present
Moelis & Company 2009 - 2012
Citi 2005 - 2009
J.P. Morgan 2003 - 2005
Houlihan Lokey 1999 - 2001
The Walt Disney Company 1998 - 1999
US Army 1992 - 1999
Skills
Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Real Estate, Commercial Mortgages, Bankruptcy, Restructuring, Data Center, Hotels, Investment Banking, Apartments, Offices, Retail, Lodging, Due Diligence, Investments, Strategy, Portfolio Management, Alternative Investments, Private Equity, Asset Management, Capital Markets, Securities, Hedge Funds, Structured Finance, Finance, Leveraged Finance, Financial Structuring, LBO, Mergers & Acquisitions, Divestitures, Corporate Development, Venture Capital, Debt Restructuring, Acquisitions
Education
Anderson School at UCLA 2001 — 2003
Master of Business Administration (M.B.A.), Finance, Real Estate and Media, Cum Laude
Loyola University New Orleans 1991 — 1995
Bachelor of Business Administration (BBA), Analytic Finance, Cum Laude
Cognizant Technology Solutions May 2011 - Present
J.P. Morgan September 2007 - Present
Cognizant Technology Solutions September 2008 - May 2011
Cognizant Technology Solutions September 2005 - June 2008
Skills
Agile Methodologies, Agile Project Management, Agile Modeling, Scrum, Kanban, Lean Software..., Lean Management, Sun Certified Java..., Continuous Improvement, Continuous Integration, Struts, Spring Integration, Hibernate, Core Java, J2EE Application..., J2EE Web Services, FpML, IBML, Oracle RDBMS, ActiveMQ, Activiti BPMN, Aqualogic, Application Servers, Tomcat 5, Maven2, HTML 5, JSP, JSTL, C++, SOA, Python, RCP, Level 3 Support, Operate L2 Support, Release Management, Cloud Computing, SDLC, Java Enterprise Edition
Education
Maharashtra Institute of Technology 2002 — 2005
Bachelor of Technology (B.Tech.), Mechanical Engineering, Distinction
St. Paul High School
Berkadia May 2015 - Present
Bentley University September 2012 - May 2013
J.P. Morgan December 2012 - February 2013
Investment Banking Institute August 2011 - September 2011
GBD College (Maharishi Dayanand University) January 2009 - October 2010
GBD College (Maharshi Dayanand University) January 2009 - October 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Finance, Investment Banking, Accounting, General Accounting, University Teaching, College Teaching, Campus Placement, Recruiting, College Recruiting, Research, Learning and Development, Microsoft Office, Marketing Research, Team Management, Team Building, Lead A Team, Seminars, Trading, SAS, Statistics, Portfolio Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2016
Master's degree, Finance
Maharshi Dayanand University 2006 — 2008
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Maharshi Dayanand University 2003 — 2006
Bachelor of Commerce (BCom), Accounting and Finance
Facebook May 2015 - Present
Analysis Group January 2015 - May 2015
Analysis Group June 2013 - December 2014
Analysis Group May 2012 - August 2012
Mayo Innovation Scholars Program October 2011 - March 2012
Japan American Society of Minnesota February 2011 - May 2011
J.P. Morgan April 2010 - April 2010
Education
Macalester College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Applied Mathematics, Japanese
Shanghai High School 2006 — 2009
J.P. Morgan 2007 - Present
Computershare 2005 - 2007
Lehman Brothers 1993 - 1998
Citibank 1988 - 1990
Bankers Trust 1988 - 1990
Skills
Private Equity, Corporate Law, Start-ups, Finance, Venture Capital, Corporate Governance, Mergers, Equities, Mergers & Acquisitions, Financial Services, Trading, Due Diligence, Capital Markets, Investment Banking, Securities, Hedge Funds, Corporate Finance
Education
Manhattan College 1984 — 1988
BS, Finance and economics
Spackenkill high school 1980 — 1984
Bank of America April 2014 - Present
J.P. Morgan February 2013 - April 2014
J.P. Morgan August 2012 - February 2013
J.P. Morgan December 2011 - July 2012
JPMorgan Chase July 2011 - December 2011
Wasabi Ventures, LLC January 2011 - May 2011
Skills
Finance, Investments, Equities, Risk Management, Options, Internal Controls, Securities, PowerPoint, Microsoft Office, Private Equity, Microsoft Word, Analysis, Due Diligence, Financial Analysis
Education
Loyola College in Maryland 2007 — 2011
BBA, Finance, Management Information Systems
University of Auckland 2010 — 2010
Liberal Arts
OppenheimerFunds 2003 - Present
Goldman Sachs 1997 - 2003
J.P. Morgan 1981 - 1997
Education
Manhattan College
Master of Business Administration (M.B.A.), Finance, General
Penn State University
Bachelor's Degree, Finance / Computer Science
U.S. Small Business Administration Investment Office December 2012 - Present
U.S. Small Business Administration Investment Office October 2010 - November 2012
J.E. Robert Companies 2007 - 2009
Amper Investment Banking 2004 - 2007
Datatec Systems, Inc. 2001 - 2004
Aptegrity, Inc. 1999 - 2001
J.P. Morgan 1991 - 2000
Skills
Mergers, Investments, Financial Analysis, Valuation, Private Equity, Financial Modeling, Venture Capital, Strategic Planning, Portfolio Management, Investment Banking, Equities, Capital Markets, Due Diligence, Risk Management, Corporate Finance, Business Strategy, Alternative Investments, Financial Reporting, Start-ups, Investor Relations, Securities, Finance, Emerging Markets, Asset Management, Strategy
Education
Yale University - Yale School of Management 1990 — 1992
MBA, MPPM, Finance, with distinction
Loyola University Maryland 1980 — 1985
B.A., Economics, summa cum laude
J.P. Morgan December 2008 - Present
Bear Stearns February 2008 - December 2008
Citi July 2007 - December 2007
Infosys August 2004 - July 2006
Education
New Jersey Institute of Technology 2006 — 2008
Master of Science in Computer Science, Computer Science
Manipal Institute of Technology
KPMG US June 2015 - Present
KPMG US January 2015 - May 2015
J.P. Morgan May 2014 - August 2014
KPMG US January 2014 - May 2014
Carr, Riggs & Ingram February 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Management, Accounting, Leadership, Public Speaking, Research
Education
Loyola University New Orleans 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Nawrocki Smith LLP January 2008 - Present
National Westminster Bank January 1994 - December 1998
J.P. Morgan January 1989 - December 1993
Skills
Project Planning, Budgets, Strategy, Project Management, Analysis, Mergers & Acquisitions, New Business Development, Internal Controls, Executive Management, Financial Analysis, Financial Reporting, Data Analysis, Forecasting, Finance, Business Planning, Microsoft Excel, Financial Accounting, Financial Modeling, Account Reconciliation, Banking, Business Strategy, Leadership, Business Process..., Managerial Finance, Team Management, Analytics, Business Development, Management Consulting, Strategic Planning, Process Improvement, Cross-functional Team..., Management, Financial Services
Education
Manhattan College 1985 — 1989
Bachelor of Science (B.S.), Mathematics and Physics
J.P. Morgan June 2015 - Present
Queens College Economics and Business Club March 2014 - May 2015
Superior Digital Displays May 2014 - August 2014
Stephen Wise Free Synagogue February 2013 - July 2014
Rosenzweig Financial Services August 2013 - August 2013
AXA Advisors July 2013 - August 2013
Lions Deal Restaurant Supply June 2012 - August 2012
92nd Street Y June 2011 - August 2011
B.I.G. Jewelry August 2010 - August 2010
Skills
Microsoft Word, Microsoft Publisher, Modern Hebrew, French, Social Media, Microsoft Excel, Organizational..., SEO, Management, Customer Service, Social Networking, Teamwork, Public Speaking, PowerPoint, Microsoft Office
Education
Macaulay Honors College at The City University of New York 2012 — 2016
Bachelor's Degree
Queens College 2012 — 2016
Bachelor's Degree, Mathematics, Economics & Corporate Finance, Junior
Ramaz School 2007 — 2011
High School Diploma
Mack Real Estate Credit Strategies February 2015 - Present
J.P. Morgan July 2013 - February 2015
J.P. Morgan 2011 - June 2013
Skills
Capital Markets, Financial Analysis, Financial Modeling, Valuation, Asset Management, Commercial Real Estate, Bloomberg, Real Estate, Due Diligence, Investments, Private Equity, Entrepreneurship
Education
Loyola University Maryland 2005 — 2009
Nationstar Mortgage July 2012 - Present
J.P. Morgan August 2006 - May 2012
Citigroup December 2001 - July 2006
Education
The Institute of Chartered Accountants of India 1982 — 1986
Chartered accountant, Accounting and Finance
Madras Christian College 1979 — 1982
Bachelor's degree, Business/Commerce, General
Whitney Museum of American Art April 2015 - Present
Nina Kuo March 2015 - Present
Museum Teen Summit September 2014 - Present
Solomon R. Guggenheim Museum April 2012 - Present
J.P. Morgan July 2015 - August 2015
The Blueshift Journal April 2015 - May 2015
Macaulay Honors College October 2014 - November 2014
No Longer Empty August 2014 - October 2014
Museum Teen Summit February 2013 - September 2014
Barbara Gladstone Gallery May 2014 - June 2014
Skills
Art Exhibitions, Art Education, Museum Education, Program Development, Event Planning, Teaching, Museums, Public Speaking, Art, Art History, Museum Collections, History, Curating, Nonprofits, Research, Museum Planning, Social Media Marketing, Supply Chain Management
Education
Macaulay Honors College at The City University of New York 2014 — 2018
Bachelor’s Degree, Art History, Criticism and Conservation
Irvington High School 2010 — 2014
The Cooper Union for the Advancement of Science and Art 2012 — 2012
Drawing Intensive
Faubourg Private Wealth Advisors March 2015 - Present
J.P. Morgan January 2008 - March 2015
JPMorgan Chase & Co. August 2005 - December 2007
Education
Loyola University New Orleans 1998 — 2012
Bachelor of Liberal Studies, Political Science and Government
Tulane University 2003 — 2005
Finance, General
Realty Capital Securities February 2014 - Present
J.P. Morgan April 2012 - February 2014
Skills
Series 7, Series 63, Alternative Investments, Finance, Financial Services, Sales, REIT, Oil & Gas, Separately Managed..., Stocks, Bonds, ETFs, Mutual Funds, Limited Partnerships, Variable Annuities, Structured Products, Retirement Planning, Life & Health Insurance...
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Newcastle University 2008 — 2008
N/A, International Business, Finance
J.P. Morgan August 2012 - Present
JP Morgan October 2006 - July 2012
ITL- Berries Exports April 2004 - September 2006
JPMorgan 2001 - 2004
Citibank 1998 - 2000
Skills
Cash Management, Financial Services, Business Analysis, International Business, Product Management, Operations Management, Key Account Management, Accounts Receivable, Financial Management, Problem Solving, Strategic Thinking, Service Delivery, Client Services, Client Management, Electronic Payments, Payment Card Processing, Treasury Services, Banking, Management
Education
Loyola College in Maryland 1997 — 2000
MBA, International Business
Universidad de Chile 1995 — 1995
Diploma, International Business
University of Central Florida 1989 — 1993
BA, Economics
Escola Americana de Brasilia 1987 — 1988
High School
J.P. Morgan December 2014 - Present
J.P. Morgan May 2013 - December 2014
J.P. Morgan May 2011 - May 2013
Hand Baldachin & Amburgey LLP May 2008 - May 2011
Skills
Mergers & Acquisitions, Private Equity, Securities, Investment Banking, Hedge Funds, Corporate Law, Restructuring, Intellectual Property, Wealth Management, Financial Risk, Strategic Planning, Equities, Capital Markets, Bloomberg, Alternative Investments, Investments
Education
Loyola University Maryland 2002 — 2006
BBA, Business - Marketing
J.P. Morgan July 2015 - Present
The National ICT Association of Malaysia (PIKOM) January 2015 - May 2015
J.P. Morgan June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Customer Service, Research, English, Social Media, Financial Analysis, Public Speaking, Market Research, Leadership, Team Leadership, Economics, Risk Management, Banking
Education
Loyola University Maryland 2011 — 2014
Bachelor's Degree, Finance
Wells Fargo February 2014 - Present
JPMorgan Chase 2012 - 2014
JPMorgan Chase 2008 - 2012
J.P. Morgan 2005 - 2008
UBS Investment Bank 1996 - 2000
Skills
Equities, Investment Banking, Fixed Income, Financial Services, Hedge Funds, Alternative Investments, Capital Markets, Fugues, Derivatives, Trading Systems, Program Management, Securities, Valuation, Music Theory, Abstract Reasoning, Relationship Management, Financial Modeling, Bloomberg, Electronic Trading, Equity Derivatives, Private Equity, Options, Market Data, Corporate Finance, SDLC, Product Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
ABD, Music Theory and Composition
Manhattan School of Music 1987 — 1991
B.Mus, Music Theory and Composition
Hallstein Consulting LLC June 2009 - Present
Days of Good Inc. November 2010 - 2011
Draftfcb December 2009 - January 2010
The Economist Group 2007 - 2009
Patricia Hallstein Consulting 2006 - 2007
Publicis Dialog 2006 - 2007
Microsoft 2001 - 2004
J.P. Morgan 2000 - 2000
PwC Consulting 2000 - 2000
Skills
Experience Design, Ethnography, Web Analytics, Voice of the Customer, Strategic Planning, Customer Insight, Usability Testing, Social Media, Customer Experience, Product Strategy, Qualitative Research, User Experience, Digital Strategy, User-centered Design, Marketing Strategy, Digital Media, Strategic Consulting, Entrepreneurship, Cross-functional Team..., Start-ups, Strategic Partnerships, Product Management, Information Architecture, Integrated Marketing, Mobile Devices, Strategy, Agile Project Management, Social Media Marketing, Marketing Research, Leadership, Management, Consulting, Market Research, Agile Methodologies, Project Management
Education
Ludwig-Maximilians Universität München 1980 — 1990
M.A.
Fachhochschule München
J.P. Morgan December 2014 - Present
Brinks Inc. October 2011 - December 2014
Vertex Inc. 2010 - 2011
Wachovia, A Wells Fargo Company January 2009 - September 2010
Bank of America March 2008 - December 2008
G4S Security Services 2007 - 2008
FanBox 2006 - 2007
Prelude September 2004 - April 2006
Education
Madurai Kamaraj University 2000 — 2003
MCA, Computer
Depaul HS
Mahatma Gandhi University
Bachelor of Science (BSc), Physics
Automated Trading Desk, Citigroup January 2007 - Present
J.P. Morgan June 2005 - September 2006
Citigroup December 2000 - June 2005
Skills
Electronic Trading, Trading Systems, Equities, Trading, Active Registrations:..., Series 24
Education
Lynchburg College 1986 — 1990
B.A. Economics
J.P. Morgan June 2010 - Present
PENCIL 2008 - Present
Bank of America Merrill Lynch January 2010 - June 2010
Bank of America Merrill Lynch January 2009 - December 2009
Merrill Lynch March 2006 - January 2009
UBS July 1999 - March 2001
Paine Webber 1989 - 1999
Education
Manhattan College
BA, English
Teachers College of Columbia University
Organizational Psychology
BNP Paribas December 2013 - Present
J.P. Morgan August 2007 - October 2013
Trading Technologies December 2003 - July 2007
Skills
Electronic Trading, Trading Systems, Options, Derivatives, Commodities, Hedge Funds, Financial Markets, Hedging, Commodity Markets, Risk Management, Relationship Management, Commodity, Equities, Trading Strategies, Fixed Income, Capital Markets, Alternative Investments, Bloomberg, Market Data, Equity Derivatives, Securities, Swaps, Investment Banking
Education
Manhattan College 1994 — 1998
Bachelor's degree, International/Global Studies
Moody's Analytics July 2011 - Present
Markit January 2007 - July 2011
Wall Street Analytics 2001 - 2007
Bank of New York 1995 - 2000
J.P. Morgan 1989 - 1995
Skills
Fixed Income, MBS, Structured Finance, ABS, Structured Products, Hedge Funds, Bonds, Credit Derivatives, CDO, Securitization, Bloomberg, Valuation, CMBS, Capital Markets, Derivatives, Financial Markets, Interest Rate..., CDS, Securities, Swaps, Alternative Investments, Market Data
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Finance
Manhattan College 1985 — 1989
Deutsche Bank August 2015 - Present
Self September 2014 - Present
J.P. Morgan November 2010 - September 2014
Barclays Capital March 2008 - November 2010
Lehman Brothers May 2005 - March 2008
Yale University Careers 1999 - 2003
Skills
Business Analysis, Leadership, Investment Banking, Bloomberg, Derivatives, VBA, Business Strategy, Project Management, Microsoft Excel, Management, Microsoft Office, Strategy, CRM, Business Objects, Competitive Analysis, Cross-functional Team..., Client Intelligence, Excel, Solution Development, Innovation, Idea Generation, Data Analysis, Program Management, Process Control, Business Analytics, Business Relationship..., Business Process..., Financial Modeling, Analytics, Business Process, User Experience Design, Logical Data Modeling, Governance, Strategic Planning, Customer Relations, Microsoft Dynamics, Enterprise Architecture, Business Architecture, Tableau, R, Cognos, Influence At All Levels, Adobe Creative Suite, Financial Regulation, Knowledge Management, Business Intelligence, Securities, Valuation, Integration, Information Technology...
Education
Manhattanville College 2000 — 2004
Bachelor of Arts, Management
Manhattanville College 2000 — 2004
Bachelor of Arts, Psychology
J.P. Morgan August 2014 - Present
J.P. Morgan March 2012 - July 2014
UBS July 2011 - February 2012
JP Morgan February 2008 - June 2011
JP Morgan January 2006 - January 2008
Goldman Sachs December 2003 - December 2005
Citigroup Global Services March 2001 - December 2003
Education
K.J Somaiya Institute of Management Studies and Research 1999 — 2001
PGDBA, Finance
Magadh University 1995 — 1998
BA (Hons), Economics
JPMorgan Chase March 2014 - Present
Consultant November 2003 - January 2014
J.P. Morgan February 2000 - March 2001
J.P. Morgan February 2000 - March 2001
J.P. Morgan March 1992 - March 2001
J.P. Morgan February 1997 - February 2000
J.P. Morgan February 1997 - February 2000
J.P. Morgan March 1992 - May 1995
J.P. Morgan March 1992 - May 1995
Manufacturers and Traders Trust Company (M&T Bank) September 1991 - February 1992
Skills
Program Management, Valuation, Management, Fixed Income, Financial Risk, Investment Banking, Finance, Analysis
Education
Manhattan College
Bachelor Degree of Economics, Bachelor Degree, Finance
Pace University - Lubin School of Business
MBA, Financial Mgmt
. September 2010 - Present
J.P. Morgan October 2008 - September 2010
GAVS January 2005 - October 2008
TVS Motor Company January 2002 - January 2005
Skills
Microsoft Dynamics CRM..., Dynamics CRM SDK, .NET, WCF, C#, SSRS, JavaScript, Microsoft Dynamics CRM..., Microsoft SQL Server..., Microsoft Dynamics CRM..., Kendo UI for Dynamics..., JQuery, Jquery UI, Salesforce.com, C#.NET, SCRIBE 7.0, Silverlight 4 & 5, Contact Center Desktop..., Customer Care..., SSRS (Fetch &..., SOAP, Data Modeling, Solution Architecture, Agile Methodologies, SOA, Microsoft Dynamics CRM..., SQL Server Integration..., KingsWay Soft for..., RESTful WebServices, OData, K2, SSIS, Software Project..., Requirements Analysis, Business Analysis, Business Intelligence
Education
Madurai Kamaraj University 1999 — 2002
Bachelor of Computer Science, Computer Science
Barnes & Thornburg LLP May 2012 - May 2014
J.P. Morgan June 2008 - May 2012
J.P. Morgan September 2006 - June 2008
Education
Loyola University Chicago School of Law 2004 — 2006
J.D.
University of Notre Dame 1999 — 2003
Bachelor of Arts (B.A.)
Prudential Financial December 2012 - Present
J.P. Morgan May 2011 - December 2012
J.P. Morgan May 2009 - May 2011
J.P. Morgan January 2009 - May 2009
J.P. Morgan April 2008 - January 2009
J.P. Morgan July 2007 - March 2008
Skills
Equities, Credit Analysis, Financial Modeling, Financial Analysis, Fixed Income, Ex-Ante Risk, Performance Measurment, Attribution, Product Control, Market Risk, Derivatives, P&L Responsibility, Public Finance, Interest Rate Swaps, Process Improvement
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Notre Dame High School 1999 — 2003
American Century Investments October 2004 - Present
J.P. Morgan 2003 - 2004
Skills
Asset Managment, Investments, Asset Allocation, Asset Management, Portfolio Management, Investment Strategies, Mutual Funds, Financial Modeling, Investment Management, Equities, Financial Analysis, Equity Research, Capital Markets
Education
The Ohio State University Fisher College of Business
MBA
Luther College 1997 — 2001
BA, Accounting Economics
J.P. Morgan September 2011 - Present
JP Morgan July 2010 - September 2011
JPMorgan March 2008 - June 2010
Bear Stearns December 2005 - March 2008
Skills
Prime Brokerage, Fixed Income, Capital Markets, Hedge Funds, Valuation, Equities, Derivatives, Investment Banking, Bloomberg, Securities, Series 7, Middle Office, Equity Derivatives, Credit Derivatives, Alternative Investments
Education
Manhattan College 1998 — 2001
BA, Marketing
ATE go live support specialist January 2015 - Present
American Southwest Mortgage Corp August 2014 - January 2015
Prime Lending January 2014 - June 2014
J.P. Morgan May 2013 - January 2014
Premier Mortgage Lending August 2012 - May 2013
MetLife September 2008 - May 2010
Countrywide Full Spectum Lending May 2004 - December 2008
Skills
Marketing, Data Analysis, Analysis, Finance, Business Planning, Investments, Contract Negotiation, Forecasting, Time Management, Mortgage Lending, Customer Service, Epic Systems, Loans, Team Building, Training, Research, Public Speaking, Leadership, Account Management, Sales, Project Planning, EMR, Management, Human Resources, Social Media, Hospitality, Healthcare, Microsoft Excel, Microsoft Office, Event Planning, Project Management, PowerPoint, Mortgage Banking, Residential Mortgages, Negotiation, Refinance, Insurance, FHA, VA loans, Financial Analysis, FHA financing, Recruiting, Outlook, Budgets, Real Estate, Customer Satisfaction, USDA, Loan Origination, Financial Services
Education
University of New Orleans 2010 — 2011
Master of Science (M.S.), Hotel, Restaurant, and Tourism Management
Loyola University New Orleans 2000 — 2004
Music, Music Industry Studies
J.P. Morgan November 2012 - Present
Price Waterhouse Coopers June 2010 - November 2012
Citi September 2004 - June 2010
State Street May 2003 - September 2004
Skills
Project Management, Equity Derivatives, Credit Derivatives, Dodd-Frank, Business Strategy, Modeling, Economics, Interest Rate..., Derivative Operations, Settlement, Confirmation, Straight Through..., Risk Management, Banking, Capital Markets, Derivatives, Financial Markets, Financial Risk, Trading
Education
Stonehill College 1999 — 2003
Economics
Macquarie University 2001 — 2002
Economics
J.P. Morgan July 2013 - Present
J.P. Morgan June 2010 - June 2013
Macalester College May 2007 - June 2010
3M June 2009 - August 2009
3M May 2009 - June 2009
Mayo Innovative Scholars Program October 2008 - March 2009
Punch And Associates Investment Management, Inc September 2008 - December 2008
Macalester College September 2006 - April 2007
Skills
Corporate Finance, Portfolio Management, Investments, Due Diligence, Hedge Funds, Investment Banking, Analysis
Education
Macalester College 2006 — 2010
Bachelor of Arts, Economics, Mathematics, Statistics
Swiss Finance Academy 2008 — 2008
Investment Banking
The International School of Bangalore(TISB) 2004 — 2006
IB, Math(HL), Economics(HL), Chemistry(HL), Physics(SL), French B(SL), English(SL)
Wells Fargo Securities June 2009 - Present
J.P. Morgan 2005 - 2009
Bank of America Securities 2003 - 2005
Citi Group 1998 - 2003
Education
Loyola University Maryland 1994 — 1998
BBA, International Business & Spanish
St. Louis University, Madrid Spain 1997 — 1997
J.P. Morgan October 2011 - Present
Crate & Barrel November 2011 - January 2013
University of Rochester December 2006 - March 2010
Barnes & Noble May 2007 - August 2009
Skills
History, Archaeology, Analysis, Photoshop, Books, Microsoft Office, Databases, Art, Adobe Acrobat, Cataloging, Customer Service, Online Research, Mac, Excavation, Data Entry, Access, Editing
Education
New York University 2013 — 2013
Certificate in Foreign Languages, French Language
University of Rochester 2006 — 2010
B.A., Archaeology, Technology, and Historical Structures
Macquarie University 2009 — 2009
N/A, Archaeology
Bard High School Early College 2002 — 2006
A.A., Liberal Arts and Sciences/Liberal Studies
United Entertainment Group, a DJE Company December 2013 - Present
ESPN October 2012 - December 2013
frog design February 2010 - October 2012
Merrill Lynch October 2008 - March 2009
J.P. Morgan July 2006 - July 2008
Skills
Analysis, Financial Forecasting, Financial Modeling, Financial Analysis, Financial Reporting, Leadership, Forecasting, Utilization Management, Budgets, Strategy, Program Management, Salesforce.com, Corporate Finance, Project Finance, Microsoft Excel, SAP, Operations Management, Capacity Planning, Project Management, Digital Media, Risk Management, Sales Operations, Pricing Analysis, Omniture, Project Planning, Management
Education
Loyola University Maryland 2002 — 2006
BBA
Delbarton School 1998 — 2002
Santa Fe Public Schools August 2014 - Present
santa fe public schools August 2013 - Present
Santa Fe Public Schools August 2011 - Present
White Oak Consulting LLC January 2011 - Present
Zona Del Sol November 2010 - Present
United Way of Santa Fe County September 2009 - Present
Santa Fe Public School System February 2009 - Present
JPMorgan Chase 1981 - 2008
J.P. Morgan 1981 - 2008
Chase Manhattan Bank 1981 - 2007
Skills
Alternative Investments, Bloomberg, Business Analysis, Capital Markets, Cash Management, Corporate Finance, Customer Service, Derivatives, Employee Benefits, Entrepreneurship, Equities, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Hedge Funds, Higher Education, Insurance, Integration, Investment Banking, Mergers, Mutual Funds, Project Planning, Public Speaking, Risk Management, Sales, Sales Management, Series 63, Series 7, Strategic Financial..., Strategy, Teaching, Time Management, Training, Vendor Management
Education
Santa Fe Community College 2010 — 2014
Teacher k-8
Manhattan College 1965 — 1969
BA, Fine and Applied Arts
fordham prep 65
Sandler O'Neill & Partners, L.P. July 2015 - Present
J.P. Morgan May 2006 - July 2015
Iron Mountain September 2005 - May 2006
UBS Investment Bank April 2002 - September 2005
Skills
Event Planning, Event Management, Customer Service, Microsoft Office, Equities, Management, Microsoft Excel, Sales, Investments, Marketing
Education
Maine Maritime Academy 1993 — 1997
BS, Marina Management
Computershare September 2000 - 2015
BNY Mellon 1995 - 2000
J.P. Morgan 1986 - 1995
Skills
Equities, Securities, Corporate Actions, Capital Markets, Mutual Funds, Financial Services, Series 7, Financial Markets, Fixed Income, Investor Relations, Relationship Management, Options, Alternative Investments, Risk Management
Education
Manhattan College 1982 — 1986
Bachelor of Science, Finance
Novartis Pharmaceuticals June 2012 - Present
Novartis Pharmaceuticals December 1995 - Present
J.P. Morgan June 1991 - September 1995
Skills
Pharmaceutical Sales, Osteoporosis, Urology, Endocrinology, Gastroenterology, Account Management, Long Term Care, Hepatology
Education
Manhattan College 1987 — 1991
Bachelor's of Science, Business Administration
Nationstar Mortgage July 2012 - Present
J.P. Morgan August 2006 - June 2012
Citi February 1989 - August 2006
MeesPierson September 1994 - November 1996
Skills
Credit Risk, Risk Management, Credit, Banking, Credit Cards, Portfolio Management, Investments, Credit Analysis, Financial Services, Mortgage Lending, Management, Financial Risk, Business Strategy
Education
The Institute of Chartered Accountants of India 1983 — 1986
FCA, Accounting (like USA CPA)
Madras Christian College 1981 — 1983
Bachelor, Commerce
J.P. Morgan August 2014 - Present
Verizon March 2012 - June 2014
MEplusYOU Agency 2014 - 2014
Verizon Wireless February 2012 - January 2013
Citi February 2011 - February 2012
Private Consulting September 2010 - October 2010
Infosys Technologies Ltd June 2007 - June 2010
Infosys Technologies Ltd June 2007 - May 2010
Skills
C#, ASP.NET, Web Services, SharePoint 2010, WCF, jQuery, InfoPath Forms, SharePoint Designer, LINQ, Microsoft Office..., Microsoft SQL Server, Power Pivot, BDC, SSIS, Java, Web Applications, XML, Visual Basic, Design Patterns, Requirements Analysis, Agile Methodologies, SOA, ADO.NET, SDLC, T-SQL, SQL, Databases, .NET, Software Engineering, Visual Studio, UML, Software Development, SSRS
Education
Maharishi University of Management 2010 — 2011
Master's degree, Computer Science
Maharishi University of Management 2010 — 2011
Master's Degree, Computer Science
Osmania University 2003 — 2007
Bachelor of Engineering, Electronics and communication
Osmania University 2003 — 2007
Bachelor of Engineering, Electronics & Communication Engineering
EY October 2014 - Present
J.P. Morgan December 2013 - September 2014
Standard & Poor's July 2013 - November 2013
Standard & Poor's February 2011 - May 2013
Standard & Poor's September 2009 - February 2011
Black & Decker September 2008 - February 2009
Miningham & Oellerich June 2008 - August 2008
Us Weekly Magazine December 2007 - January 2008
Skills
Six Sigma, Visio, Business Analysis, Process Improvement, Business Process..., Project Management, Access, Risk Management, SharePoint, Data Analysis, Project Portfolio..., Microsoft Excel, MS Project, PowerPoint
Education
Loyola College in Maryland 2006 — 2009
BBA, Management Information Systems
University College Cork 2007 — 2008
Study Abroad Program
Siena College 2005 — 2006
Business
J.P. Morgan July 2013 - Present
AXA November 2009 - July 2013
Favorites Pub October 2006 - February 2009
Nine West Group May 2008 - August 2008
Nine West Group May 2006 - August 2006
Skills
Microsoft Excel, Access, Microsoft Office, Perl, General Ledger, Oracle General Ledger, US GAAP reporting, IFRS, Financial Statements, Income Statement, Fixed Annuities, Variable Annuities, Pensions, SQL, TSO, InfoPak, Essbase, P&L Analysis, Sarbanes-Oxley, Statutory Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Bloomberg, Forecasting, GAAP, Analysis, Valuation, Finance
Education
Loyola University Maryland 2005 — 2009
BA, Finance
Bronxville High School 2001 — 2005
J.P. Morgan May 2014 - Present
AMP Capital Investors May 2011 - September 2013
JP Morgan Chase March 2010 - May 2011
Perpetual Limited April 2008 - March 2010
Perpetual Limited September 2005 - March 2008
Skills
Finance, Cash Flow, Cash Management, Account Reconciliation, Investments, Variance Analysis, Financial Statements, Consolidation, US GAAP, Securities, Management Accounting, Cash Flow Forecasting, Investment Management, Treasury, Income Tax, Management
Education
CPA Australia 2007 — 2009
Qualified
Macquarie University 2005 — 2006
Master's Degree, Accounting and Finance
Macquarie University 2002 — 2005
Bachelor's Degree, Accounting
University of California, Los Angeles
Finance Certificate, Accounting and Finance
J.P. Morgan July 2010 - Present
RBS Sempra Commodities May 2005 - July 2010
Skills
Commodity Markets, Hedging, Commodity, Options, Trading Systems, Swaps, Financial Risk, Hedge Funds
Education
Manhattanville College 2001 — 2005
Bachelor of Arts (B.A.), Finance, General
Fox Lane High School
J.P. Morgan May 2012 - Present
Dovetail February 2011 - April 2012
Citi December 2009 - January 2011
Infosys May 2002 - January 2011
Nationwide Financial January 2009 - December 2009
Pitney Bowes September 2006 - December 2008
Motorola Mobile Devices May 2004 - August 2006
Apple Inc. May 2002 - April 2004
Education
Manipal Institute of Technology 1997 — 2001
Bachelor of Engineering, Computer Science
J.P. Morgan July 2013 - Present
J.P. Morgan August 2012 - July 2013
J.P. Morgan January 2007 - July 2012
Ernst & Young January 2005 - December 2006
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Derivatives, Valuation, Financial Modeling, Bloomberg, Hedge Funds, Corporate Finance, Investments, Portfolio Management, Securities, Financial Analysis, Asset Management, Trading, Risk Management, Options, Equity Derivatives, Banking, Financial Risk
Education
Macquarie University 2001 — 2004
Bachelor of Commerce (B.Com.), Actuarial Science
Dimension Data August 2013 - Present
Deutsche Bank February 2013 - Present
J.P. Morgan April 2012 - December 2012
iXP Corporation January 2011 - April 2012
Manhattan College September 2008 - December 2010
Skills
Security, Wireshark, Cisco Technologies, Network Security, TCP/IP, Cisco Routers, Cisco Switches, Cisco ASA, Cisco 6500, Cisco ACE/GSS/CSS, Cisco Nexus, Cisco IOS, Checkpoint, Data Center, Routing Protocols like..., OSPF, BGP, EIGRP, F5 BigIP GTM, F5 BigIP LTM, Foundry ServerIron Load..., IP Multicast, Firewalls, Integration, Network Architecture, Networking
Education
Manhattan College 2008 — 2010
Masters, Computer Engineering
University of Mumbai 2005 — 2008
Bachelor of Engineering (BE), Information Technology
RBC Wealth Management May 2014 - Present
Morgan Stanley January 2012 - May 2014
J.P. Morgan March 2004 - January 2012
Skills
Fixed Income, Equities, Trading, Equity Research, Portfolio Management, IPO, Syndicate, Capital Markets, Equity Trading, Electronic Trading
Education
Loyola College in Maryland
BBA, Finance
J.P. Morgan August 2014 - Present
Citi June 2012 - July 2014
Citi January 2011 - June 2012
HSBC August 2008 - August 2010
Citi March 2007 - September 2007
GlaxoSmithKline November 2006 - March 2007
ANZ Banking Group May 2004 - July 2006
Education
University of Western Sydney - Sydney Graduate School of Management 2008 — 2009
Master of Business Administration (MBA)
Macquarie University 2000 — 2003
Bachelor of Computing and Information Systems
J.P. Morgan June 2006 - Present
Education
Loyola University Maryland
BBA, Finance and Management
J.P. Morgan November 2013 - Present
Credit Suisse August 2010 - September 2013
Rochdale Investment Management September 2008 - August 2010
Skills
Investments, Financial Analysis, Wealth Management, Portfolio Management, Fixed Income, Equities, Alternative Investments, ETFs, Financial Modeling, Trading, Series 7, Series 55, Series 63, Series 65, Asset Allocation, Hedge Funds, Private Banking, Electronic Trading, Financial Advisory, Securities
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
MBA, Finance
Lynn University 2004 — 2007
BA, International Business
John Cabot University 2006 — 2006
Study Abroad, Business Administration
Cisco Systems August 2014 - Present
Bank of America Merrill Lynch November 2010 - April 2012
J.P. Morgan February 2010 - August 2010
Wipro September 2006 - January 2008
Skills
DB2, COBOL, JCL, CICS, VSAM, IBM Mainframe, SDLC, PL/SQL, Requirements Gathering, Requirements Analysis, Visio, Quality Center, Data Modeling, SOA, Fileaid, Oracle, User Acceptance Testing, Data Warehousing, Software Project..., Unix, SQL, Visual Basic, Microsoft SQL Server, HP Quality Center
Education
Madurai Kamaraj University 1999 — 2012
Master of Computer Applications (M.C.A.), Computer applications, First
Railway Mixed High School, RJY
J.P. Morgan November 2012 - Present
JP Morgan Asset Management November 2010 - November 2012
Comcast Corporation May 2010 - November 2010
Great Oak Lending Partners January 2010 - May 2010
Wegmans June 2006 - May 2010
Skills
Investments
Education
Loyola College in Maryland 2006 — 2010
Bachelor of Business Administration, Finance
J.P. Morgan January 2011 - Present
St. John's Hospital July 2009 - August 2009
Education
Loyola University Maryland 2006 — 2010
BBA, Finance, Economis
Citi July 2015 - Present
JP Morgan 2004 - Present
J.P. Morgan July 2004 - July 2015
Skills
Fixed Income, Equities, Series 7, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Investment Banking, Portfolio Management, Asset Management, Securities, Investments
Education
Manhattan College 1994 — 1998
Finance and Economics
J.P. Morgan June 2014 - Present
J.P. Morgan January 2013 - June 2014
Insight Global June 2012 - December 2012
The Willow School March 2011 - December 2011
Bernardsville Volkswagen July 2008 - August 2011
Skills
Management, Sales Management, Human Resources, Teamwork, System Administration, CRM, Operations Management, Contract Negotiation, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking
Education
Seton Hall University 2010 — 2012
M.A., Sport and Exercise Psychology
Lycoming College 2006 — 2010
B.A., History, Psychology
Oratory Prep 2002 — 2006
High School Diploma
J.P. Morgan January 2015 - Present
J.P. Morgan January 2014 - January 2015
Chase May 2011 - January 2012
Skills
Finance, Financial Analysis, Financial Services, Credit, Risk Management, Leadership, Financial Modeling, Loans, Management, Retail Banking, Microsoft Office, Equities, Fixed Income, Microsoft Excel
Education
Loyola University Maryland 2006 — 2010
Bachelor's Degree
SOTA Manufacturing, LLC February 2012 - Present
J.P. Morgan February 2008 - February 2011
SunTrust Bank September 2005 - February 2008
BNY Mellon August 2001 - September 2005
Skills
Wealth Management, Equities, Alternative Investments, Private Banking, Portfolio Management, Fixed Income, FX Options, Financial Services, Investment Strategies, Securities, Asset Management, Wealth Management..., Private Equity, Asset Allocation, Series 7, Mutual Funds, Investment Advisory, High Net Worth..., Banking, Investments, Financial Advisory, Investment Management, Derivatives, Structured Products, Capital Markets, Chartered Financial..., Financial Risk, Hedge Funds, Finance, Strategy, Retirement Planning, Risk Management, Bonds, Financial Analysis, Wealth
Education
Loyola University New Orleans
Finance, Finance, Economics
J.P. Morgan January 2015 - Present
J.P. Morgan January 2013 - January 2015
AllianceBernstein September 2005 - January 2013
Skills
Project Management, Business Development, Leadership, Strategic Planning, Client Services
Education
Loyola University Maryland
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan February 2015 - Present
J.P. Morgan February 2012 - January 2015
J.P. Morgan June 2010 - February 2012
JPMorgan Chase July 2008 - June 2010
Wilmington Trust May 2006 - December 2007
Education
Widener University 2012 — 2016
Master's Degree, Taxation and Financial Planning
Widener University 2010 — 2012
Certificate, Taxation
Loyola College in Maryland 2004 — 2008
Bachelor of Business Administration (B.B.A.), International Business
J.P. Morgan June 2011 - Present
Wealth and Investment Management at Barclays February 2008 - June 2011
The Zutz Insurance Group 2002 - 2007
Skills
Prime Brokerage, Series 7, Global Custody, Fixed Income, Credit Derivatives, Securities Lending, Asset Based Lending
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2006
Master of Business Administration (M.B.A.)
Lynchburg College
Sanford School Hockessin DE
J.P. Morgan May 2014 - Present
UBS October 2009 - May 2011
Merrill Lynch June 2009 - August 2009
Skills
Bloomberg Terminal, Microsoft Excel, Internal Controls, Prime Brokerage, Structured Products, Exotic Derivatives, Greeks, PnL Management, Interest Rate...
Education
Loyola University New Orleans 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Upper Moreland High School
J.P. Morgan February 2015 - Present
J.P. Morgan July 2013 - January 2015
Morgan Stanley June 2008 - June 2013
Education
Loyola College in Maryland 2009 — 2013
Master of Business Administration (M.B.A.), Finance, General
Saint Joseph's University 2005 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
UnitedHealthcare August 2012 - Present
J.P. Morgan March 1992 - August 2011
Education
Manhattan College 1984 — 1988
Business Administration and Management, General
ClearPoint Federal Bank & Trust October 2013 - Present
J.P. Morgan June 2008 - October 2013
J.P. Morgan June 2006 - June 2008
Skills
Personal Trust..., Estate Planning, Team Management
Education
Loyola University Chicago School of Law 2003 — 2006
Doctor of Law (J.D.), Tax Law/Taxation & Estate Planning
University of Notre Dame 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Psychology
J.P. Morgan May 2013 - August 2013
Education
Manhattanville College 2010 — 2013
Bachelor of Arts (BA), Finance
Retired and enjoying Life. March 2009 - Present
J.P. Morgan January 1984 - March 2007
Bank of America International February 1978 - January 1984
R H Macy's June 1975 - February 1978
Skills
Microsoft Office, Management, Research, PowerPoint, Leadership, Photoshop
Education
Manhattanville College 1969 — 1973
Bachelor's degree, Economics, B
Mount Vernon High School 1966 — 1969
N Y S Regents Diploma, Regents Degree
J.P. Morgan August 2012 - January 2015
J.P. Morgan September 2010 - August 2012
Citi Private Bank 2007 - 2010
Skills
Wealth Management, Financial Services, Relationship Management, Banking, Investments, Portfolio Management, Equities, Financial Analysis, Fixed Income
Education
Manhattanville College 2003 — 2007
Bachelor’s Degree, Finance, Suma Cum Laude
Manhattanville College 2003 — 2007
Bachelor’s Degree, Political Science and Government, Suma Cum Laude