JPMorgan Company
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 (31 Dec 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Number of employees: 250,000 (2018) Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JPMorgan Chase & Co. is the sixth-largest bank in the world by total assets ($2,533.60 B). wikipedia.org
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JPMorgan Employees
Schroders July 2009 - Present
JPMorgan June 2007 - January 2009
Merrill Lynch June 2005 - May 2007
Warner Bros. June 2004 - August 2004
Skills
Equity Research, Financial Modeling, Financial Statement..., Bloomberg Software, Factset, Media Industries, Gaming Industry, Auto industry, Manage Client..., Investment Management, Microsoft Excel, Equities, Portfolio Management, Bloomberg, Access, Finance, Investments
Education
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science, Finance
Cross Country Consulting August 2014 - Present
Various January 2010 - Present
ABN Amro September 2006 - December 2009
Bank of New York Mellon July 2006 - September 2006
Jones the Grocer October 2005 - May 2006
The Brooklyn Group August 2005 - May 2006
JPMorgan March 2004 - June 2005
Skills
Financial Reporting, Budgets, Cash Flow, Business Strategy, Managerial Finance, Valuation, Analysis, Mergers, Financial Services, Portfolio Management, Pricing, Financial Modeling, Retail, Negotiation, Financial Analysis, Corporate Finance, Leadership, Banking, Start-ups, Forecasting
Education
Imperial College London 2008 — 2009
MBA, Management
Macquarie University 1996 — 2006
BA, Statistics, Business Law
UBS May 2008 - Present
St. Vincent de Paul / Marillac Social Center January 2010 - Present
JPMorgan March 2004 - May 2008
Morgan Stanley August 2000 - March 2004
Education
The University of Chicago - Booth School of Business 2001 — 2004
MBA, Accounting and Finance
Illinois State University 1995 — 1999
BA, Economics
PIMCO March 2014 - Present
JPMorgan August 2008 - February 2014
JPMorgan Chase June 2007 - August 2007
Skills
Investments, Management, Valuation, CRM, Equity Derivatives, Business Analysis, Diversity & Inclusion, Financial Services, Program Management, Options, Project Management, Microsoft Excel, Bloomberg, Fixed Income, Recruiting, Client Relationship..., Dodd-Frank, Risk Management, Microsoft Office, SharePoint, SQL, Key Performance..., MicroStrategy
Education
Howard University 2004 — 2008
Bachelors of Business Administration
Warren Harding High 2000 — 2004
The George Washington University - School of Business
Certificate, Project Management
Braden Business Systems February 2014 - Present
CID Capital December 2013 - February 2014
CID Capital September 2011 - November 2013
J.P. Morgan September 2009 - September 2011
JPMorgan June 2008 - August 2008
Credit Suisse April 2008 - June 2008
Village Ventures October 2007 - April 2008
Bear Stearns May 2007 - September 2007
ChaCha June 2006 - July 2007
Braden Business Systems 2005 - 2006
Skills
Private Equity, LBO, Investment Banking, Financial Modeling, Valuation, Trading, Portfolio Management, Mergers & Acquisitions, Venture Capital, Structured Finance, Strategy, Due Diligence, Business Development
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance & Accounting
Indiana University - Kelley School of Business 2004 — 2007
B.S., Finance & Accounting
Hamilton Southeastern High School 2000 — 2004
Chase March 2015 - Present
Chase Paymentech May 2010 - March 2015
Chase Paymentech May 2010 - December 2012
JPMorgan December 2006 - October 2010
JPMorgan September 2004 - December 2006
Pat Summerall Productions 2002 - 2003
Skills
Sales, Banking, Leadership, Strategic Partnerships, Finance, Management, Merchant Services, Account Reconciliation, Account Management, Salesforce.com, Financial Reporting, Relationship Management, CRM, Trading, Business Development, Sales Presentations, Financial Analysis, Cash Management, Sales Operations, Business Analysis, Lead Generation, Sales Process, Credit, Portfolio Management, Risk Management, Financial Services, Loans
Education
Kaplan University
Business Administration and Management, General
Horry-Georgetown Technical College
Associate's degree, Business Administration and Management, General
Earnest Inc August 2014 - Present
Google August 2012 - August 2014
Google August 2011 - August 2012
Angelo, Gordon & Co. September 2009 - April 2011
Kayak.com June 2009 - August 2009
Sarcoma Foundation of America January 2000 - May 2009
JPMorgan June 2008 - August 2008
ING June 2007 - August 2007
Citi June 2006 - August 2006
Abrams Capital June 2005 - August 2005
Skills
Hedge Funds, Valuation, Product Management, Financial Modeling, Data Analysis, Analytics, Statistics, Digital Media, Private Equity, Economics, Equities
Education
Harvard University 2005 — 2009
A.B., Computer Science, Economics
Nielsen February 2014 - Present
Wells Fargo Advisors February 2012 - February 2014
UBS Wealth Management July 2011 - February 2012
JPMorgan December 2007 - July 2011
JP Morgan November 2006 - December 2007
Chase July 2005 - November 2006
Chase March 2005 - July 2005
A.G. Edwards May 2004 - March 2005
Education
Northwestern University 2011 — 2012
Pre-Clinical Psychology, Psychology
Illinois State University 2000 — 2004
Finance and Management, Finance and Management
JPMorgan Chase Bank 1992 - Present
JPMorgan 1992 - Present
Bank One 1998 - 2000
American National Bank & Trust Co. of Chicago 1992 - 1998
Skills
Commercial Banking, Banking, Commercial Lending, Financial Modeling, Financial Analysis, Portfolio Management, Credit, Financial Services, Loans, Capital Markets, Credit Analysis, Investment Banking, Corporate Finance, Derivatives
Education
Indiana University Bloomington 1988 — 1992
NextGenVest January 2014 - Present
Business Across Borders April 2010 - 2014
Kauffman Foundation January 2013 - August 2013
LOYAL3 2013 - 2013
J.P. Morgan April 2011 - 2013
J.P. Morgan June 2010 - 2011
JPMorgan June 2009 - August 2009
Skills
Financial Modeling, Financial Markets, Valuation, Investment Banking, Private Equity, Bloomberg, Fixed Income, Portfolio Management, Corporate Finance, Venture Capital, Asset Managment, Investments, Capital Markets, Financial Analysis, Entrepreneurship, Bloomberg Terminal, Alternative Investments, Hedge Funds, Equity Valuation, Strategy
Education
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), History and Economics
The Pingry School 2002 — 2006
Inneractive July 2015 - Present
Glenn Media Group 2011 - Present
Google 2013 - 2013
Politiconomist.com & Capitolista.com 2009 - 2011
JPMorgan 2006 - 2009
J.P. Morgan 2005 - 2005
J.P. Morgan 2004 - 2004
Columbia Missourian 2003 - 2004
Skills
Digital Media, Blogging, Social Media, Politics, Entrepreneurship, Derivatives, Public Policy, Digital Strategy, Mergers & Acquisitions, Venture Capital, Twitter, Journalism, Web Design, Facebook, Social Entrepreneurship, Business Development, Graphic Design, Blogging Software, Fitness, Digital Journalism, HTML, SEO, CSS, Online Advertising, Mobile Advertising, Advertising, Partnerships, Strategy, Marketing, Management, Financial Modeling, Business Strategy, Content Strategy, Digital Marketing, Research
Education
Harvard University Kennedy School of Government 2012 — 2014
Master of Public Administration (MPA)
Stanford University Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Missouri-Columbia, School of Journalism 2001 — 2005
Bachelor of Journalism, Magazine Journalism
University of Missouri-Columbia, College of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance & Banking
Thomas Jefferson High School 1998 — 2001
KeyBanc Capital Markets July 2013 - Present
Seneca Partners May 2009 - June 2012
JPMorgan October 2005 - July 2007
ICICI Bank February 2004 - October 2005
Citicorp Overseas Software May 2002 - November 2003
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Due Diligence, Equities, Corporate Finance, Emerging Markets, Portfolio Management, Equity Research, Financial Analysis, Private Equity, Strategy, Fixed Income, Mergers, Analytics, Venture Capital, Derivatives, Competitive Analysis, Business Strategy, Mergers & Acquisitions, Corporate Development, Business Valuation, Financial Structuring, Financial Services, Analysis, Banking, Restructuring, Acquisition Integration, Investments, Trading, LBO, M
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA, Finance, Marketing
Indian Institute of Management, Calcutta 2000 — 2002
PGDCM, Finance, Systems
Government College of Engineering, Pune University 1996 — 2000
BE, Instrumentation and Process Control
Sir Parshuram Bhau College (S.P. College), Pune 1994 — 1996
High School (Junior College), Science
Bergen County Community Response Team March 2013 - Present
Volunteer Center of Bergen County, Inc 2012 - Present
Community Service Activities 2004 - Present
Volunteer Center of Bergen County, Inc 2012 - 2013
JPMorgan 2006 - 2008
Swiss Re/Fox, Pitt Kelton, Inc. 2002 - 2004
The Depository Trust & Clearing Corporation (DTCC) 2000 - 2002
The Depository Trust & Clearing Corporation 1998 - 1999
The Depository Trust and Clearing Corporation 1995 - 1998
The Depository Trust and Clearing Corporation 1986 - 1995
Skills
Relationship Building, Customer Advocate, Risk and Compliance, Strategic Thinker, Presentor, Dynamic Trainer, Leading Seminars,..., Marketing, Operational Efficiencies, Inter-personal, Strategic Thinking, Seminars, Compliance, Presenter, Relationship Management, Workshops, Financial Services, Financial Risk, Securities, Back Office, Risk Management, Banking, Fixed Income, Business Development, Portfolio Management, Settlement, Equities, Capital Markets, Strategy, Mutual Funds, Corporate Actions, Wealth Management, Financial Markets, Investments, Asset Managment, Bonds, Trading Systems, Leadership, Process Improvement, Business Strategy, Management, Operational Risk, Analysis, Financial Analysis, Sales, Finance, Business Analysis, Payments, Entrepreneurship, FINRA
Education
Iona College
B.A. History and Sociology
Bergen Community College 2013 — 2013
Non-Profit Leadership Institute
Bergen LEADS 2012 — 2013
Bergen County Civic Leadership Program
American Radio Relay League (AARL The National Association for Amateur Radio)
Amateur Radio Technician Class License
New Jersey State Police Marine Services Bureau
Boating License and Safety Certificate
PADI Certified
Advanced Scuba Diver
Securities Institute of London, Financial Institute of London, Cannon Trust School, New York Institute of Finance, American Management Association
Steve Colgate's Offshore Sailing School
Learn to Sail
The Parthenon Group 2013 - Present
CapX Partners 2012 - 2012
Credit Suisse 2009 - 2011
JP Morgan 2008 - 2009
JPMorgan 2007 - 2007
Goldman Sachs 2006 - 2006
Microsoft 2005 - 2005
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting, Strategic management
Howard University 2004 — 2008
B.S., Electrical and computer engineering
Mahony Partners LLC January 2011 - Present
Kreab Gavin Anderson November 2005 - December 2010
Edelman 2001 - 2005
JPMorgan 1986 - 2000
Skills
Strategic Communications, Corporate Communications, Crisis Communications, Venture Capital, Website Development, Media Relations, Financial Communications, Risk Management, Public Relations, Viral Marketing, Brand Developement, Executive Development, Creative Services, Content Development, Management, Crisis Management, Public Affairs, Strategy, Brand Development, Speech Writing, Leadership, Entrepreneurship, Investor Relations, Marketing Communications, Message Development, Marketing Strategy, Reputation Management
Education
Harvard University Kennedy School of Government 1984 — 1986
MPP
Macalester College 1978 — 1982
B.A.
JPMC September 2005 - Present
JPMChase 2005 - Present
JP Morgan Chase 2005 - Present
JPMorgan 2005 - Present
JPMorgan Chase 2005 - Present
JPMorgan Chase 2005 - Present
JPMorganChase & Co. 2005 - Present
JPMORGAN CHASE 2005 - Present
JPMC 2005 - Present
JP Morgan 2005 - Present
Skills
SDLC, Unix, Software Project..., Agile Methodologies, Data Warehousing, Oracle, Software Development, Databases, Project Management, SQL, Data Modeling, Enterprise Architecture
Education
Indian Institute of Technology, Bombay 1986 — 1988
M.Tech, Computer Science & Engineering
Quadratic Capital January 2014 - Present
Paulson & Co. June 2009 - January 2014
JPMorgan June 2008 - August 2008
Skills
Hedge Funds, Equities, Commodity, FX Options, Economics, Global Macro, Derivatives, Capital Markets, Fixed Income, Emerging Markets, Portfolio Management, Options, Macroeconomics, Risk Management, Commodities, Alternative Investments, Asset Management, Volatility, Securities
Education
Harvard University 2004 — 2009
Ph.D., Economics
Harvard University 2004 — 2007
M.A., Economics
Massachusetts Institute of Technology 2000 — 2004
B.S., Economics
Oesterreichische Nationalbank 2012 - Present
WHU - Otto Beisheim School of Management 2012 - 2012
WU Vienna 2008 - 2012
JPMorgan 2007 - 2007
Education
HEC School of Management
CEMS Master in International Management
Vienna University of Economics and Business Administration
Dr./PhD, Strategic Management & Management Control, summa cum laude
Vienna University of Economics and Business Administration
LL.B. (WU), Business Law
Vienna University of Economics and Business Administration
Master, Business Administration, summa cum laude
MSCI Inc. March 2014 - Present
Dimensional Fund Advisors January 2009 - March 2014
JPMorgan 2008 - 2009
Bear Stearns 2006 - 2008
Wechsler Ross & Partners 2005 - 2006
Credit Suisse Asset Management 2003 - 2005
Skills
Copywriting, Newsletters, Strategy, Marketing, Brochures, Emerging Markets, Marketing Communications, Fixed Income, Integrated Marketing, Investment Management, Content Strategy, Alternative Investments, Asset Allocation, Risk Management, Asset Management, Investment Banking, Investments, Equities, Mutual Funds, Portfolio Management, Content Marketing
Education
The London School of Economics and Political Science (LSE) 1999 — 2000
MSc, International Political Economy
Harvard University 1997 — 1999
ALB, Economics/International Relations
Westwood High
Azure Peak Advisors January 2015 - Present
Roaring Fork Advisors April 2013 - November 2014
Gardening February 2013 - April 2013
JPMorgan June 2008 - February 2013
Bear Stearns October 2002 - June 2008
Skills
Bloomberg, Equity Trading, Series 7, Risk Management, Structured Products, Commodity, Credit Derivatives, Financial Services, Financial Markets, Hedge Funds, Private Equity, Asset Allocation, Options, Bonds, Trading, FX Options, Management, Fixed Income, Due Diligence, Swaps, Proprietary Trading, Derivatives, FINRA, Emerging Markets, Finance, Hedging, Investment Management, Financial Analysis, Fund Of Funds, Interest Rate..., Prime Brokerage, Middle Office, Equities
Education
Hofstra University
BBA, Finance
Barclays May 2014 - Present
EY September 2013 - April 2014
KPMG LLP April 2010 - September 2013
Andiamo Partners November 2009 - March 2010
Pace University July 2009 - September 2009
Civilian Complaint Review Board June 2009 - August 2009
Deutsche Bank May 2007 - December 2007
UBS Investment Bank 2001 - 2007
Deutsche Bank April 2000 - September 2000
JPMorgan June 1999 - July 1999
Skills
Technical Recruiting, Payroll, Global Mobility, Campus Recruitment, HRIS, Recruiting, Human Resources, Employee Benefits, Strategy, Performance Management, Leadership, Management, Training, Process Improvement, Analysis, Interviews, Talent Management, Temporary Placement, Screening Resumes, Microsoft Excel, Project Management
Education
Pace University - Lubin School of Business 2008 — 2009
Masters, Human Resources Management
Imperial College London 1997 — 2001
MEng, Computing
Moody's Investors Service September 2013 - Present
Moody's Investors Service September 2013 - September 2015
JPMorgan Chase June 2010 - September 2013
JPMorgan October 2006 - July 2010
JPMorgan Chase July 2005 - October 2006
KPMG Audit September 2003 - April 2005
Skills
Cash Management, Finance, Banking, Trade Finance, Commercial Banking, Treasury Management, Corporate Finance, Project Finance, Treasury, Relationship Management, Capital Markets, Credit Risk, Financial Structuring, Credit Analysis, DCF Valuation, Company Valuation, Business Valuation, Investment Valuation, Derivatives, Fixed Income, Credit, Equities, Financial Markets, Investment Banking, Portfolio Management, Bonds, Structured Finance
Education
Certified Public Accountant (CPA) in Brazil 2015 — 2015
Certified Accountant by Conselho Federal de Contabilidade (CFC), Accounting and Finance
Chartered Financial Analyst (CFA) 2012 — 2014
Ibmec 2008 — 2009
Post-graduation, Financial Management
Pontifícia Universidade Católica de São Paulo 2002 — 2006
Bachelor, Business Administration
Nottingham Trent University 2004 — 2004
Bachelor, Business Administration
Financial Risk Manager (FRM)
SECapital, LLC January 2005 - Present
JPMorgan 2000 - 2005
Banc of America Securities 1995 - 2000
Skills
Business Development, Deal Structuring, Financial Modeling, Investment Banking, Middle Market, Acquisitions, Mezzanine, Recapitalizations, Private Equity, LBO, Corporate Development, Venture Capital, Valuation, M&A experience, Due Diligence, Business Valuation, Corporate Finance, Mergers, Equities, Restructuring, Acquisition Integration, Investments, Asset Managment, Mergers & Acquisitions, Finance, Financial Structuring, Portfolio Management, Leveraged Finance, Securities, Strategy, Capital, Derivatives
Education
The University of Chicago Booth School of Business 2003 — 2005
MBA, Finance
Indiana University Bloomington 1991 — 1995
B.S., Finance
The World Bank October 2013 - Present
The World Bank March 2010 - October 2013
JPMorgan February 2008 - February 2010
World Bank April 2006 - February 2008
The World Bank January 1997 - March 2006
Tata Energy Research Institute January 1989 - December 1996
John F Kennedy School of Government, Harvard University September 1993 - December 1994
Skills
carbon markets, energy policy, Climate Change Policy, Climate Change, Renewable Energy, Carbon Finance, CDM, Carbon, Carbon Markets, Energy Policy
Education
Indian Institute of Technology, Delhi 1985 — 1990
MTech, PhD
Indian Institute of Technology, Kanpur 1983 — 1985
MSc
Science College, Patna 1981 — 1983
BSc
St. Michael's, Patna 1973 — 1979
ICSE77, ISC79
Key Private Bank March 2011 - Present
JPMorgan June 1985 - March 2011
JPMorgan 1998 - 2008
Skills
Asset Management, Asset Managment, Financial Planning for..., Wealth, Financial Services, Investments, Asset Allocation, Investment Banking, Strategic Financial..., High Net Worth..., Credit, Estate Planning, Investment Management, Retirement Planning, Portfolio Management, Banking, Wealth Management, Loans, Financial Advisory, Commercial Lending, Commercial Banking, Private Banking, Credit Analysis, Series 63, Series 7
Education
Indiana University - Kelley School of Business 1981 — 1985
B. S., Finance
TD Ameritrade February 2015 - Present
TD Ameritrade January 2014 - Present
TD Ameritrade January 2013 - December 2013
TD Ameritrade August 2012 - January 2013
TD Ameritrade November 2011 - August 2012
TD Ameritrade August 2010 - November 2011
J.P. Morgan September 2008 - July 2010
JPMorgan February 2008 - September 2008
JPMorgan September 2006 - January 2008
Lehman Brothers July 2005 - August 2006
Skills
Chartered Financial..., Strategy, Quantitative Analytics, Analytics, Financial Analysis, Financial Modeling, Financial Services, Asset Managment, Valuation, Investments, Mutual Funds, Securities, Investment Banking, Hedge Funds, Alternative Investments, Business Strategy, Analysis, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2013 — 2013
Executive Education, The Advanced Strategy Program
Harvard University 2001 — 2005
A.B., Social Studies
JP Morgan Asset Management May 2013 - Present
JP Morgan Asset Management April 2012 - April 2013
JP Morgan Asset Management August 2011 - March 2012
Goldman Sachs Asset Management October 2000 - July 2011
JPMorgan 1994 - 2000
Buck Consultants 1992 - 1994
Marsh 1989 - 1992
Skills
Hedge Funds, Capital Markets, Equities, Bloomberg, Alternative Investments, Series 63, Fixed Income, Asset Managment, Portfolio Management, Series 7
Education
Iona College 1987 — 1990
Master of Business Administration (MBA)
Iona College 1983 — 1987
Bachelor of Arts (BA)
Fiduciary Partners Inc. July 2010 - Present
JPMorgan March 2004 - July 2008
Thrivent Financial Bank, FSB April 2002 - March 2004
Bank One December 1992 - April 2002
Skills
Wealth Management, Investments, Estate Planning, Finance, Asset Allocation, Portfolio Management, Financial Planning, Customer Service, Financial Analysis, Retirement Planning
Education
Cannon Trust School 1995 — 1998
Trust Services
Illinois Central College 1989 — 1991
Paralegal, Law and Business
University of Wisconsin-Oshkosh 1973 — 1974
General
Oshkosh High School
HSBC March 2011 - Present
JPMorgan November 2010 - March 2011
Bank of America October 2007 - October 2010
LaSalle Bank October 2005 - October 2007
Discover Financial Services July 1997 - September 2005
Education
Illinois State University 1993 — 1997
UCM, Inc September 1996 - Present
UBS Securities Co., Ltd March 1992 - August 1996
JPMorgan March 1987 - March 1992
PaineWebber 1975 - 1987
Skills
Mortgage Lending, Capital Markets, Financial Modeling, Credit, New Business Development, Leadership, Mortgage Banking, Financial Analysis, Portfolio Management, Loans, Fixed Income, Investments, Banking, Real Estate, Asset Management, Strategic Planning, Risk Management, Valuation, Sales Management, Management Consulting, Executive Management, Due Diligence, Underwriting, Management, Mergers & Acquisitions, Financial Structuring, Finance
Education
Hobart and William Smith Colleges 1970 — 1974
BA, Economics
Arbor Research and Trading April 2011 - Present
FINRA January 2010 - March 2011
JPMorgan December 2001 - March 2009
J.P. Morgan August 1999 - December 2001
J.P. Morgan January 1996 - August 1999
Skills
Valuation, Portfolio Management, Equities, Hedge Funds, Fixed Income, Finance, Mutual Funds, Accounting, Investments, Financial Analysis, Account Reconciliation
Education
Illinois State University 1990 — 1994
B.A., Business Administration
NYU Langone Medical Center September 2013 - Present
Metropolitan Diagnostic Imaging Group November 2012 - September 2013
Health Management Solutions LLC November 2012 - September 2013
East River Medical Imaging, PC April 2010 - November 2012
Dell April 2009 - April 2010
Citigroup April 2009 - April 2010
JPMorgan January 2009 - April 2009
Bedford Computer Consulting April 2008 - August 2008
Ameriprise Financial October 2007 - April 2008
Cline Davis and Mann July 2006 - September 2007
Skills
Healthcare IT, PACS, DICOM, HL7, EHR, EMR, Cpr Certified, HIPAA, VNC, VMware, Hyper-V, EMC, MCSE, Microsoft Office, Active Directory, DOS, Windows, Windows Server, Windows Server 2003, Windows Server 2008, Windows 7, Virtualization, GE, Cabling, TCP/IP, WAN, LAN, Cisco, Web 2.0, Mac OS X, Encryption, iPhone, Blackberry Enterprise..., Blackberry, Citrix, Dell PowerEdge Servers, HP Proliant, Storage Area Networks, CCTV, Team Leadership, Logistics Management, Strategic Consulting, Critical Thinking, Vendor Management, Project Management, Troubleshooting, Problem Solving, Healthcare Information..., Security, Cisco Technologies
Education
Hofstra University 1995 — 2000
BBA, Business Computer Information Systems
Nassau County January 2007 - Present
Seaford School Board July 2007 - July 2011
Garden City Group February 2006 - January 2007
Olympus America August 2002 - January 2006
JPMorgan 1986 - 2001
Grumman Crporation 1983 - 1986
Skills
Process Improvement, Microsoft SQL Server, Management, System Administration, Citrix, Servers, Active Directory, Databases, Leadership, ERP, Technical Support, Disaster Recovery, Business Process, Integration, Budgets, Software Documentation, Data Center, Windows Server, VMware, Vendor Management, Security, Oracle, Business Analysis, Troubleshooting, SharePoint, IT Strategy, Business Intelligence, IT Management, Access, Visio, ITIL, Requirements Analysis, SQL, SDLC, Analysis, Microsoft Exchange, Windows, Business Process...
Education
Hofstra University 1983 — 1986
MBA
University at Albany, SUNY 1973 — 1977
BS
BlackRock 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
CIT 2009 - 2010
JPMorgan 2000 - 2009
The Beacon Group, LLC 1999 - 2000
Lehman Brothers 1993 - 1999
Goldman Sachs, Citicorp Investment Bank, Chase Global Securities 1984 - 1993
Skills
Risk Management, Capital Markets, Mergers, Financial Services, Investment Banking, Mergers & Acquisitions, Private Equity, Securities, PMO, Governance, Program Management, Integration, Wealth Management, FX Options, Management, Outsourcing, Trading Systems
Education
Hofstra University
B.S., Computer Science
Chaminade High School
Morgan Stanley Smith Barney October 2009 - Present
JPMorgan August 1998 - June 2009
Citigroup 1988 - 1998
Education
London Business School 1993 — 1994
Corporate Finance
Harvard Law School 1985 — 1987
S.J.D., International Law
Compass Group Asset Management June 2011 - Present
Barclays Capital 2010 - 2011
Barclays Capital June 2009 - August 2009
JPMorgan July 2008 - August 2008
Colombian Government Trade Bureau June 2007 - August 2007
Skills
Fixed Income, Financial Modeling, Leveraged Finance, Hedge Funds, LBO, Portfolio Management, Mutual Funds, Trading, Valuation, Marketing Strategy
Education
Indiana University Bloomington 2006 — 2010
Finance, Business
Colegio Anglo Colombiano 1994 — 2006
International Baccalaureate (IB) Diploma
Bresser Asset Management February 2012 - Present
Banif Securities June 2008 - November 2011
GWI 2006 - 2006
JP Morgan Chase 1993 - 2001
JPMorgan February 1993 - December 2000
Skills
Equities, Equity Research, Securities, Financial Markets, Trading, Investment Banking, Derivatives, Fixed Income, Capital Markets, Portfolio Management, Emerging Markets, Investments, Corporate Finance, Asset Management, Valuation
Education
Ibmec Business School 2006 — 2008
Porfolio Manager
Universidade Presbiteriana Mackenzie 1988 — 1993
Electronic Engineering
Dante Alighieri 1976 — 1988
Columbia University Medical Center November 2012 - Present
EIGHT ADVISORY December 2010 - December 2011
Gemalto August 2009 - November 2010
JPMorgan April 2008 - July 2008
PricewaterhouseCoopers September 2007 - March 2008
Veolia Water July 2007 - September 2007
Skills
Business Planning, Budgeting, Audit, Private Equity, Mergers, Business Analysis, Project Coordination, Public Health
Education
2005 — 2009
Grande école, Major: Finance, Minor: Social business
Hoche 2003 — 2005
Baccalaureat Scientifique, Mathematiques
JPMorgan Chase June 2010 - Present
JPMorgan September 1999 - June 2011
JPMorgan Chase September 1999 - June 2010
JP Morgan Chase 1999 - 2010
Chase Home Finance, JPMorgan Chase 2000 - 2006
North American Mortgage Company January 1987 - September 1999
North America Mortgage 1987 - 1990
Skills
Mortgage Lending, Banking, Real Estate, Management, Mortgage Banking, Loan Origination, FHA, Loans, Refinance, Project Management, Customer Service, Residential Mortgages, Credit, VA loans, USDA, Mortgage Underwriting, Underwriting, Credit Analysis, FHA financing, Investment Properties
Education
Humboldt State University 1984 — 1986
Finance, General
Humboldt State University 1983 — 1986
Bachelor of Business Administration (B.B.A.), Real Estate
JPMorgan 2002 - Present
JPMorgan Chase 2002 - Present
The Chase Manhattan Bank 1997 - 2002
Sallie Mae 1991 - 1997
The Chase Manhattan Bank 1987 - 1991
Skills
Banking, Credit Cards, Relationship Management, Financial Services, Risk Management, Portfolio Management, Treasury Management, Vendor Management, Cash Management, Investment Banking, Securities, Business Analysis, Capital Markets, Strategy, Management, Business Development
Education
Hofstra University 1983 — 1987
Bachelor of Business Administration (BBA), Banking & Finance
The Johns Hopkins University - Carey Business School
Finance & Business Management
Amherst Pierpont Securities LLC August 2009 - Present
SEI March 2008 - June 2009
INsurance - Aircraft 2004 - 2008
JP Morgan 1993 - 2007
JPMC 1993 - 2007
JPM Securities Inc 1993 - 2007
JPMorgan 1993 - 2007
JPMorgan Chase 1993 - 2007
JP Morgan Chase 1993 - 2007
Nomura Securities International May 1987 - August 1993
Education
Pace University 1983 — 1984
MBA Candidate, Finance
Hofstra University 1977 — 1980
bba, accounting
Wells Fargo Securities August 2009 - October 2013
JPMorgan January 1996 - July 2008
JPMorgan Chase January 1986 - January 1996
European American Bank January 1984 - January 1986
Education
Hofstra University 1983 — 1985
MBA, Finance
84.51˚ April 2015 - Present
dunnhumby January 2013 - April 2015
dunnhumby July 2011 - January 2013
dunnhumby May 2010 - June 2011
Sagent Advisors April 2009 - April 2010
JP Morgan July 2008 - April 2009
JPMorgan May 2007 - August 2007
Skills
Consumer Behaviour, Marketing Strategy, Financial Modeling, Brand Loyalty, Consultancy, Mergers, Strategy Development, Financial Analysis, Shopper Marketing, Valuation, Due Diligence, Loyalty Programs, Business Valuation, Financial Reporting, Forecasting, Restructuring, Loyalty Marketing, DCF, Divestitures, LBO, Investment Banking, Data Analysis, Segmentation, Quantitative Analysis, Business Strategy, Competitive Analysis, Excel, Accounting, Customer Relations, Corporate Finance, Analytics, Customer Insight, Customer Analysis, Consumer Insight, Marketing Analytics, Pricing Strategy, Bloomberg, Nielsen, Consumer Products, Business Analytics, CRM, Corporate Development, Management Consulting, Business Planning, Competitive Intelligence, Equity Research, Multi-channel Marketing, Entrepreneurship, Integrated Marketing, Customer Acquisition
Education
Indiana University - Kelley School of Business 2003 — 2008
BS, Finance, Entrepreneurship, Business Law
Indiana University Bloomington 2003 — 2008
Bachelor, Finance, Business Law, Entrpreneurship
The PrivateBank May 2015 - Present
Urban Partnership Bank October 2014 - May 2015
Fifth Third Private Bank April 2012 - August 2014
Morgan Stanley Smith Barney May 2010 - April 2012
JPMorgan Chase March 2005 - May 2010
JPMorgan January 2003 - March 2005
Skills
Banking, Credit, Customer Relations, Investments, Loans, Client Service, Series 7, Wealth Management, New Business Development, Sales Management, Financial Planning, Coaching, Strategy Development
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Marketing & Finance
Howard University 1987 — 1991
BA, Business/Military Science
Oracle September 2015 - Present
KnowOracle January 2007 - Present
Syntel October 2014 - September 2015
Exterran April 2013 - September 2014
Hitachi Consulting April 2010 - March 2013
Eclipsys ( Now AllScripts ) October 2008 - March 2010
Merrill Lynch ( Now Bank of America ) 2008 - 2008
JPMorgan 2007 - 2008
Patni Computer Systems 2002 - 2007
Skills
SDLC, Oracle E-Business Suite, Business Process, Software Project..., ERP, Business Analysis, Project Management, ITIL, Oracle, Integration, Six Sigma, Requirements Analysis, Solution Architecture, Vendor Management, Organizational..., PMP, Business Process..., Team Management, Strategy, Databases, Business Intelligence, Management Consulting, Leadership, Resource Management, Technical Leadership, Data Warehousing, Finance, Consulting, Oracle Financials
Education
Indian Institute of Management, Calcutta 2009 — 2010
EPBM, Executive Program Business Management and Leadership
School of Computer Science, Devi Ahilya University, Indore
MCM, Masters in Computer & Management
Govt. Holkar Science College, Devi Ahilya University 1996 — 1999
B S, Electronics
Govt. Bal Vinay Mandir, Indore, MP Education Board
10+2, Mathematics, Physics, Chemistry
JPMorgan Chase April 2009 - Present
JPMorgan October 2006 - March 2009
Enterprise Rent-a-Car 1998 - 2006
Enterprise Leasing Co 1998 - 2006
Skills
Small Business, Small Business Lending, Commercial Lending, Consumer Lending, Credit, Lines Of Credit, Loans, Credit Analysis, Commercial Banking, Mortgage Lending, Banking, Loan Origination, Cash Management, Cross Selling, Treasury Services, Relationship Management, SBA, Merchant Services, Risk Management, Cash Flow, Customer Service, Asset Based Lending, Sales, Treasury Management
Education
Indiana University Bloomington 1993 — 1998
BA, Political Science
Indiana University Bloomington 1993 — 1998
Bachelor's degree, Political Science & Business
French Tech Hub March 2015 - Present
YouTube July 2014 - Present
The Walt Disney Company September 2011 - July 2014
The Walt Disney Studios December 2009 - October 2011
McKinsey & Company November 2007 - November 2009
Metro Goldwyn Mayer August 2006 - October 2006
McKinsey & Company May 2006 - August 2006
JPMorgan July 2001 - August 2005
United Nations June 1998 - September 1998
Skills
Business Development, Strategic Partnerships, Mergers & Acquisitions, Digital Media, Corporate Development, Media & Entertainment, Digital Distribution, Business Strategy, Strategy, Financial Modeling, Entertainment, Digital Strategy, Venture Capital, Management Consulting, Private Equity, Mergers, Entrepreneurship, Start-ups, Mobile Internet, Valuation, Corporate Finance, Due Diligence, Competitive Analysis, Strategic Consulting, Market Research
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Strategy and Entrepreneurship
INSEAD 2006 — 2006
MBA, Exchange student
Sciences Po 1999 — 2001
Masters, Finance
Université Panthéon Sorbonne (Paris I) 1997 — 2000
Master of Laws (LL.M.), International Business Law
Université Paris Dauphine 1993 — 1997
Bachelor of Economics, Economics
D.A. Davidson Companies March 2015 - Present
Greenwich Associates 2014 - 2015
RBC Capital Markets 2009 - 2013
JPMorgan 2008 - 2009
Bear, Stearns & Co 2004 - 2008
UBS Investment Bank 2000 - 2002
US Army 1994 - 1998
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Mergers, Finance, Financial Modeling, Valuation, Strategy, Government, Investments, Policy, Capital Markets, Equities, Venture Capital, Public Policy, Hedge Funds, Corporate Finance, Defense, Corporate Development, Research, National Security, Emerging Markets, Volunteer Management, Non-profits, Due Diligence
Education
Harvard University Kennedy School of Government 1998 — 2000
MPP
Princeton University 1990 — 1994
AB
University of Oslo (UiO) 1994 — 1994
Certificate
The American University in Cairo 1992 — 1992
Semester / Certificate
Bonny Eagle 1986 — 1990
Credit Suisse June 2015 - August 2015
TCD Inc. 2013 - 2014
Citigroup 2011 - 2013
JPMorgan 2006 - 2010
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Lake Highland Preparatory School 1989 — 2002
Bullhorn March 2014 - Present
ADP January 2011 - February 2014
Wolters Kluwer Financial Services May 2006 - January 2011
JPMorgan 2004 - 2006
Fidelity Investments January 2004 - September 2004
Thomson Reuters September 2003 - January 2004
Protegent Inc. October 2002 - June 2003
Mantas January 2001 - October 2002
SRA International June 2000 - January 2001
Duquesne Light Company May 1999 - May 2000
Skills
SDLC, Requirements Gathering, Enterprise IT Strategy, Agile Methodologies, Enterprise Account..., Strategic Partnerships, Business Analysis, User Acceptance Testing, Requirements Analysis, CRM, SQL, Long-term Customer..., Professional Services, Oracle, Integration, Product Management, Testing, Enterprise Software, Business Requirements, Software Project..., Software Implementation, Quality Assurance, Product Demonstration, Requirements Management, Technical Product..., Product Planning, SaaS, Business Process..., IT Strategy, Salesforce.com, HRIS, Financial Services, MS Project, APIs, HCM Processes & Forms, Professional Services...
Education
Indiana University of Pennsylvania
Bachelor of Science (B.S.)
The University of Texas at Austin 2013 — 2013
Certified Business Analysis Professional (CBAP)
Norwin
US Treasury January 2014 - Present
Wells Fargo Bank November 2006 - January 2014
US Army November 2009 - July 2013
Signature Homes May 2006 - November 2006
Bank of America May 2004 - March 2006
JPMorgan May 1998 - May 2003
Skills
Equities, Portfolio Management, Equity Research, Investments, Fixed Income, Trading, Financial Modeling, Financial Analysis, Asset Managment, Valuation, Bloomberg, Capital Markets, Research, Corporate Finance, Risk Management, Securities, Hedge Funds, Analysis, Asset Management, Forecasting, Asset Allocation, Series 7, Finance, Mutual Funds
Education
Indiana University - Kelley School of Business 2012 — 2015
MBA, MsFinance, Finance
The Ohio State University - The Max M. Fisher College of Business 2003 — 2004
Masters of Accounting, Financial Accounting
The University of Texas at San Antonio 1990 — 1993
BA, Finance, Accounting
CFA Institute
Completed Level 1 CFA
SHAPE
BlackRock September 2013 - Present
JPMorgan November 1998 - September 2013
Skills
Interest rate strategy, Fixed income research, Risk Management, Banking, Investments, Financial Analysis, Trading, Options, Fixed Income, Derivatives, Equities, Capital Markets, Financial Modeling, Asset Management, Hedge Funds
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1996
Doctor of Philosophy (Ph.D.), Investments and Securities
The University of Texas at Austin - Red McCombs School of Business 1988 — 1989
Master of Business Administration (MBA), Investments and Securities, Marketing
Indian Institute of Technology, Kanpur 1983 — 1987
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Resources Global Professionals March 2014 - Present
Resources Global Professionals March 2014 - March 2014
SAC Capital 2005 - 2006
JPMorgan 2003 - 2005
Merrill Lynch 1999 - 2003
Lehman Brothers August 1996 - August 1999
New York City Cyclones 1995 - 1998
Morgan Stanley 1993 - 1996
Skills
Private Equity, Hedge Funds, Professional Services, Alternative Investments, Investments, Asset Management, Customer Service, Consultative Selling, Account Management, Capital Markets, Sales Management, New Business Development, Mutual Funds, Customer Satisfaction, Solution Selling, Debt, Problem Solving, PowerPoint, Team Building, Market Planning, Fixed Income, Asset Managment, Financial Services, Internal Audit, Forecasting, Leadership, Management Consulting, Financial Analysis, Risk Management, Selling, Financial Modeling, Due Diligence, Executive Management, Strategy, Management, Sales, Finance
Education
Hobart and William Smith Colleges 1989 — 1993
BA, Economics
The Trinity-Pawling School 1987 — 1989
St. Mary's 1984 — 1988
Munich American Reassurance Company August 2014 - Present
Lado International College November 2011 - July 2014
University of Montana August 2011 - June 2014
JPMorgan April 2007 - April 2011
Hartford Life January 2002 - March 2007
Harvard University June 1998 - August 2002
University of Asmara January 2001 - June 2001
Independent Actuarial Consultant February 2000 - November 2000
Independent Actuarial Consultant June 1996 - December 1997
Hartford Life July 1985 - August 1994
Skills
Reinsurance, Actuarial Science, Pricing, Valuation, Risk Management, Insurance, Derivatives, Finance, Managing risk, Designing financial and..., Teaching
Education
Harvard University 1995 — 2005
Ph.D., Near Eastern Languages and Civilizations
Yale University 1992 — 1995
Master of Divinity, History of western Christianity and biblical studies
The Ohio State University 1981 — 1985
B.S., Actuarial Science with Honors
Fifteen Seas March 2013 - Present
Spotfire Pte. Ltd. 2011 - March 2013
JPMorgan September 2000 - September 2008
Skills
Entrepreneurship, Start-ups, Venture Capital, Financial Modeling, Emerging Markets, Mergers & Acquisitions, Strategy, E-commerce, Corporate Finance, Valuation, Due Diligence, Private Equity, Management Consulting, Trading, Leadership, Market Analysis, Financial Analysis, Strategic Planning, M&A experience, Market Research, Digital Marketing, Quantitative Research, Qualitative Research, Customer Insight, Product Management, Cross-functional Team..., Competitive Analysis
Education
INSEAD
Master of Business Administration (MBA)
Massachusetts Institute of Technology
SB, Management Science
Advanatech Investments, Inc. 2009 - Present
JPMorgan 2005 - 2009
Bell Labs Lucent Technologies 1989 - 2005
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Strategic Planning, Investments, Equities, Capital Markets, Hedge Funds, Fixed Income, Derivatives, Valuation, Strategy, Options, Trading, Investment Banking
Education
Illinois Institute of Technology 2004 — 2006
MS, Finance
University of Pennsylvania - The Wharton School
Mini-MBA, General Management
Illinois Institute of Technology
MS, Computer/Electrical Engineering
Iowa State University
BS, Electrical Engineering
Redpoint Resolutions LLC February 2014 - Present
Universal Operations Risk Management October 2011 - Present
SoleVigne Experience 2006 - Present
Medical and Security Evacuation Provider July 2008 - August 2011
Tacitum Solutions 2007 - 2008
JPMorgan 2006 - 2007
U.S. Navy 2000 - 2004
U.S. Navy 1996 - 1999
Skills
Strategic Consulting, Business Strategy, Organizational..., Operational Planning, Crisis Management, Military, Security Clearance, Strategic Planning, Management Consulting, Program Management, Financial Modeling
Education
Harvard Business School 2004 — 2006
MBA
Stanford University 1992 — 1996
BA
Ernst & Young Capital Advisors May 2014 - Present
RBC Capital Markets April 2008 - June 2013
JPMorgan July 2005 - April 2008
Fauji Fertilizer Company Limited December 1992 - August 2003
Skills
Financial Modeling, Investment Banking, Valuation, Mergers & Acquisitions, Financial Analysis, Due Diligence, Corporate Development, Strategy, Capital Markets, Corporate Finance, Finance, Mechanical Engineering
Education
Indiana University - Kelley School of Business 2003 — 2005
MBA, Finance and Accounting
University of Engineering and Technology, Lahore 1987 — 1992
BSc, Mechanical Engineering
Cadet College Hasanabdal 1981 — 1986
Fsc, Math
PNC Wealth Management March 2010 - Present
JPMorgan 2005 - 2010
US Army 1981 - 2004
Skills
Asset Management, Wealth Management, High Net Worth..., Alternative Investments, Investment Advisory, Retirement Planning, Asset Allocation, Mutual Funds, Credit, Investments, Private Banking, Estate Planning, Wealth Management..., Loans, Financial Analysis, Banking, Portfolio Management, Uniform Combined State..., Cash Management, Retail Banking, Strategic Financial..., Investment Management, Wealth, Investment Strategies, Financial Advisory, Financial Planning
Education
Indiana Institute of Technology
BBA, Economics & Finance
Barclays May 2012 - Present
Bagley Holdings LLC January 2009 - December 2012
ATB Financial September 2009 - December 2011
Washington Mutual February 2004 - January 2009
JPMorgan August 2002 - February 2004
Barclays Global Investors 1995 - 2002
Skills
Derivatives, Portfolio Management, ALM, Valuation, Securities, Treasury Management, Corporate Treasury, Strategy Development, Financial Planning, Strategic Planning, Investment Banking, Investor Relations, Board Relations, Pensions, Employee Benefits, Defined Benefit, Retail Banking, Organizational Change, Organizational Structure, Change Management, Crisis Management, Financial Regulation, Regulatory Strategy, Regulatory Reporting
Education
Harvard University 1993 — 1995
BA, History
Insignia Capital Group February 2014 - Present
HarbourVest Partners August 2012 - January 2014
Lake Capital July 2009 - August 2012
Lake Capital July 2005 - July 2007
JPMorgan July 2003 - July 2005
Education
Harvard Business School 2007 — 2009
MBA
Northwestern University 1999 — 2003
Yum! Brands July 2015 - Present
Yum! Brands March 2014 - June 2015
Kimberly-Clark April 2013 - March 2014
Mattel May 2011 - April 2013
McKinsey & Company May 2007 - May 2011
JPMorgan June 2009 - August 2009
McKinsey and Company November 2006 - May 2007
McKinsey & Company September 2004 - November 2006
Dell June 2001 - June 2002
Stryker Medical June 2000 - August 2000
Education
University of Pennsylvania - The Wharton School
Masters in Business Adminstration (M.B.A.), Entrepreunership, Finance, Marketing
Massachusetts Institute of Technology
S.M., Mechanical Engineering
INSEAD
Masters in Business Adminstration (MBA), Finance, Marketing, Operations, Strategy, Innovation
Purdue University
B.Sc. , Summa Cum Laude, Mechanical Engineering
St. Andrew's School / National Junior College
Cambridge University / Singapore GCSE, "O" & "A" level Standardized Examinations
Stark Investments 1999 - 2002
Deutsche Bank 1996 - 1999
JPMorgan 1994 - 1996
Merrill Lynch 1988 - 1994
DalComp 1986 - 1987
Chemical Bank 1985 - 1986
Skills
Project Management, Business Intelligence, Derivatives, Business Strategy, Management, Leadership, Team Building, Marketing, Analytics, Budgets
Education
Hiram College 1980 — 1984
BA
Glen Rock Jr Sr High School
Rutgers University-New Brunswick
Ph.D. Candidate
Mitsubishi UFJ Financial Group, Inc. October 2011 - Present
Credit Suisse September 2007 - September 2011
JPMorgan October 2004 - September 2007
ABN AMRO Bank N.V. June 2003 - September 2004
ABN AMRO Bank N.V. October 1997 - May 2001
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA
HEC School of Management / HEC Paris 2002 — 2002
International Business Exhange Program with University of Chicago
Universidad San Francisco de Quito 1993 — 1997
Bachelor of Arts
Goldman Sachs 2014 - Present
JPMorgan 2013 - 2014
American Express 2010 - 2013
Skills
Financial Modeling, Derivatives, Financial Analysis, Risk Management, Fixed Income, Analytics, Portfolio Management, Credit, Valuation, Capital Markets, Corporate Finance, Credit Risk, Financial Risk, Investment Banking, Financial Services
Education
Indiana University Bloomington
Bachelor's degree, Honors, Major: Economics, Minor: Information Technology
University of California, Berkeley, Haas School of Business
Master's, Financial Engineering
JPMorgan June 2010 - Present
FXall April 2007 - May 2010
JPMorgan Chase January 2003 - March 2007
Market Axess Holdings January 2000 - December 2002
JPMorgan 1998 - 2000
Sybase 1992 - 1997
Education
Indian Institute of Technology, Bombay
BTech
The University of Texas at Austin
MS
Horton Point LLC May 2013 - Present
Safra Asset Management April 2012 - April 2013
Societe Generale July 2008 - March 2012
JPMorgan 2007 - 2008
Kent Management 2006 - 2007
Charter Advisors May 2004 - May 2006
Skills
Excel, Equity Derivatives, Team Leadership, Exotic Derivatives, Process Improvement, Options Pricing, option modeling, Interest Rate..., delta one, Structured Products, barrier options, autocallables, Advent Geneva, Paladyne Systems, TFG systems, Macros, Operations manager, Futures Trading, Interest Rate Swaps, Swaptions, FX Options, FX Hedging, Cash Management, Options, Delta One, Microsoft Excel, Macro, Bloomberg, Hedge Funds, Asset Management
Education
Indiana University - Kelley School of Business 2000 — 2004
B.S., Finance/Accounting
tw telecom January 2009 - Present
Break Out! Coaching & Consulting, LLC January 2003 - Present
Level 3 Communications 2008 - 2015
Level 3 Communications 2008 - 2015
Newfield Network 2001 - 2010
WEALTH STRONG International, Inc. September 2007 - January 2009
JPMorgan 1999 - 2004
BankOne 1991 - 2004
University of Missouri - St. Louis 1983 - 1986
Skills
Leadership Development, Coaching, Change Management, 360 Feedback, Training, Leadership, Strategy, Instructional Design, Mergers & Acquisitions
Education
Wayne State University 1979 — 1983
PhD ABD
Illinois State University 1978 — 1979
MS
University of Missouri-Saint Louis 1974 — 1977
BS
Riverview Gardens High School 1968 — 1970
TPG Capital July 2011 - Present
JPMorgan October 2009 - July 2011
JPMorgan January 2007 - September 2009
JPMorgan March 2005 - December 2006
JPMorgan August 2004 - February 2005
Skills
Private Equity, Investment Banking, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2004 — 2006
Harvard University 2000 — 2004
BA, Govt
East
Graland
Cambridge Associates 2008 - Present
JPMorgan July 2006 - 2008
U.S. Marine Corps May 1997 - 2005
Education
Harvard University, John F. Kennedy School of Government 2004 — 2006
MPP, International Trade and Finance
United States Naval Academy 1993 — 1997
BS, Engineering and history
Stewart Title July 2012 - Present
Waste Management, Inc. 2009 - July 2012
Waste Management, Inc. April 2007 - February 2009
JPMorgan November 1989 - May 2007
JPMorgan Chase 1989 - 2007
JP Morgan Chase Investment Bank 1989 - 2007
The Children's Museum of Houston April 2004 - May 2005
Holt Learning 2003 - 2004
Skills
Employee Relations, Leadership Development, Mergers, Performance Management, Employee Engagement, Succession Planning, Compensation Planning, Employee Retention, Personnel Management, Recruiting, Benefits Administration, Leadership, Strategy, Training, Talent Management, Human Resources, Management, Coaching
Education
University of Phoenix 2001 — 2003
MA, Organizational Development
University at Albany, SUNY
BA, FInance
Howard University
Finance, General
UBS Investment Bank February 2015 - Present
Thomson Reuters December 2010 - February 2015
RBC Capital Markets August 2010 - October 2010
JPMorgan November 2007 - June 2010
Barclays Capital May 2006 - May 2007
Nisa May 2002 - April 2006
German Stock Exchange December 2000 - June 2002
Siemens October 1998 - July 1999
American Management Systems March 1997 - September 1998
Skills
Low Latency, Trading Systems, Fixed Income, Spring, OOAD, Swing, Maven, JDBC, Core Java, Multithreading, XML, Business Analysis, Agile Methodologies, Java, SQL, Sybase, Subversion, Unix
Education
Instituto Superior Técnico 1991 — 1996
Master's Degree, Electronics and Computer Engineering
JPMorgan May 1997 - Present
Education
Indian Institute of Management, Ahmedabad 1989 — 1991
Indian Institute of Technology, Bombay 1984 — 1988
BTech, Chem Engg
Kora September 2013 - Present
Bridger Management LLC April 2013 - August 2013
Tree Line October 2007 - March 2013
JPMorgan June 2005 - June 2007
Education
Harvard University 2001 — 2005
Bachelor of Arts (B.A.), History & Literature
JP Morgan March 2007 - Present
JPMorgan 2007 - Present
Education
Hillsdale College 1999 — 2003
J.P. Morgan August 2012 - Present
J.P. Morgan September 2002 - Present
JPMorgan & Co. 1984 - 2000
JPMorgan 1984 - 2000
JPMorgan Securities 1980 - 1984
Education
Haverford College 1980 — 1984
B.A., Political Science and Economics
JPMorgan 1998 - Present
Education
Indiana University Bloomington 1988 — 1992
St Andrews
J.P. Morgan Chase March 2010 - Present
Members United Corporate FCU May 2008 - January 2009
JPMorgan July 2007 - March 2008
Insource, LLC 1996 - 2003
New Resources Corp January 1994 - January 1996
Skills
Human Resources, Leadership, Onboarding, Organizational..., Recruiting, Strategy, Talent Acquisition, Training, Business Development, Management, SDLC, Technical Recruiting, Team Building, Strategic Planning, Process Improvement, Management Consulting, Integrity, Deferred Compensation, Cost Reduction..., Consulting, Applicant Tracking...
Education
Illinois School of Professional Psychology, Chicago Campus 2005 — 2008
M.A., Clinical Psychology
Illinois School of Professional Psychology, Chicago Campus 2005 — 2008
Master of Arts (MA) Clinical Psychology
Purdue University 1985 — 1990
BA, Communications
JPMorgan December 1999 - Present
Education
HEC Paris 1998 — 1999
JPMorgan Chase February 2012 - Present
JPMorgan Chase & Co. July 2004 - April 2012
JPMorgan July 2002 - June 2004
JPMorgan July 1999 - June 2002
Education
Harvard University 1995 — 1999
AB, Economics
Heep Yunn School
Loews Corporation December 2013 - Present
Loews Corporation June 2009 - December 2013
JPMorgan June 2007 - December 2008
JPMorgan August 2005 - June 2007
McKee Nelson June 2004 - August 2004
JPMorgan September 2000 - August 2002
Skills
Structured Finance, Hedge Funds, Derivatives, Asset Management, Securities, Investments, Securitization, Structured Products, Financial Structuring, Bonds, Financial Risk, Finance, Credit, Financial Services, CDO, Capital Markets, Fixed Income, Private Equity, Valuation, Equities, Investment Banking
Education
Harvard Law School 2002 — 2005
JD, Law
Yeshiva University 1996 — 2000
BS, Finance
JP Morgan Chase Bank January 2010 - Present
JP Morgan Chase 2007 - Present
JPMorgan 2007 - Present
JPMorgan Chase 2007 - Present
ICICI Bank 2003 - 2006
Education
Indian Institute of Management, Bangalore 2001 — 2003
JPMorgan September 2006 - Present
Todd Investment Advisors January 2005 - September 2006
Education
Hobart and William Smith Colleges 1978 — 1982
BA, Economics Political Science
The University of Connecticut School of Business
Corsair Capital September 2011 - Present
Lightyear Capital 2007 - 2009
JPMorgan 2005 - 2007
Skills
Emerging Markets, Strategy, Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Development, Investment Banking, Restructuring, Valuation, Hedge Funds, Financial Modeling, Business Valuation, Due Diligence, LBO
Education
Harvard Business School 2009 — 2011
MBA
Yale University 2001 — 2005
B.A., Economics and International Studies
HSBC Securities 2009 - Present
JPMorgan 2004 - 2008
Mirus Capital June 1999 - June 2002
Skills
Recapitalizations, LBO, Mergers, Business Strategy, Debt, Business Valuation, Investment Valuation, Credit Risk, Equity Capital Markets, Corporate Finance, Investments, Equities, Due Diligence, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 2002 — 2004
MBA, Investments and Securities
Hobart and William Smith Colleges 1995 — 1999
B.A., Economics, History, Political Science
Sayville High School
Sayville High School
Lathrop & Gage LLP June 2014 - Present
QTS (Quality Technology Services) February 2013 - June 2014
JPMorgan 2002 - February 2013
Cardinal Health July 2000 - March 2002
Commerce Bank July 1990 - July 2000
Aquila (formerly Utilicorp and Missouri Public Service) July 1988 - June 1990
Skills
Executive Coaching, Employee Relations, Strategic Planning, Learning Management, Organizational..., Incentive Programs, Compensation & Benefit, Talent Management, Talent Acquisition, Talent Developer, Total Rewards Strategies, Succession Planning
Education
Indiana University Bloomington
BS, Labor Relations
Realty Ohio Real Estate January 2012 - Present
Primary Financial 2009 - October 2011
JPMorgan Chase July 2007 - September 2009
jpmorganchase 2007 - September 2009
JPMorgan 2007 - September 2009
JPMorgan Chase September 2005 - August 2007
BISYS April 2003 - August 2005
Skills
Account Reconciliation, Training, Auditing, Mutual Funds, Accounting, Banking, Financial Risk, Risk Management, Budgets, Fundraising, Process Improvement, Customer Service, Forecasting, Finance, Microsoft Excel, Management, Financial Analysis, Leadership
Education
Hondros College 2011 — 2011
Ohio Real Estate License, Sales Professional
Mount Vernon Nazarene University 1997 — 2001
Bachelors of Business Administration, Marketing Track
Centerburg
JPMorgan January 2008 - Present
RBS Greenwich Capital September 2002 - October 2007
Education
Iona College 1999 — 2003
Greenwich High School 1996 — 1999
WMC Vice PresidentWellington Management Company2005 - Present
JPMorgan Chase 1991 - 2005
JP Morgan 1991 - 2005
JPMorgan 1991 - 2005
Chase Manhattan Bank 1991 - 2005
JP Morgan Chase Bank NA 1991 - 2005
JPMorganChase 1991 - 2005
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Hofstra University 1989 — 1991
BBA, Banking and Finance
Suffolk County Community College 1988 — 1989
Liberal Arts
University of Maryland College Park 1987 — 1989
Finance
JPMorgan 2006 - Present
Morgan Stanley 2005 - 2005
Skills
Mandarin, Fixed Income, Chinese, Investments, Derivatives
Education
Harvard University, John F. Kennedy School of Government 2004 — 2006
JPMorgan Chase June 2010 - Present
J.P. Morgan 2009 - May 2010
JPMorgan July 2005 - November 2008
JPMorgan June 2004 - July 2005
Skills
CMBS, Real Estate, Securitization, Investments
Education
Indiana University - Kelley School of Business 2001 — 2004
BA, Finance
Ohio University 2000 — 2001
Finance
United States Court of Appeals for the Sixth Circuit September 2014 - September 2015
Hogan Lovells May 2013 - July 2013
Maynard, Cooper & Gale, P.C. July 2012 - August 2012
Bradley Arant Boult Cummings LLP May 2012 - July 2012
Impact Alabama July 2009 - July 2011
JPMorgan June 2008 - August 2008
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking
Education
Harvard Law School 2011 — 2014
JD
Vanderbilt University 2005 — 2009
B.A., Economics, Mathematics
Montgomery Academy
Easton Volunteer Fire Company 2010 - Present
JPMorgan February 2001 - Present
GE 1995 - 2001
Prudential Securities 1994 - 1995
Lehman Brothers 1989 - 1994
Drexel Burnham Lambert 1986 - 1989
Education
Iona College 1980 — 1984
J.P. Morgan July 2012 - April 2014
JPMorgan June 2008 - June 2012
Lehman Brothers May 2007 - July 2007
Lehman Brothers May 2006 - July 2006
Skills
Investment Management, Investment Banking, Financial Modeling, Valuation, Research, Bloomberg, Management Consulting
Education
Harvard T.H. Chan School of Public Health 2015 — 2017
Master’s Degree, Epidemiology
Mount Holyoke College 2004 — 2008
B.A., Economics
Association Capital Bank a division of Texas Capital Bank July 2012 - Present
Texas Capital Bank March 2009 - Present
Texas Capital Bank March 2009 - Present
Association Capital Bank March 2009 - July 2011
JPMorgan Chase 2006 - 2008
JPMorgan 2002 - 2005
Bank One 1999 - 2002
Bank One 1997 - 1999
Bank One 1993 - 1997
Skills
Product Management, Mergers, Banking, Product Development, Strategic Planning, Business Analysis, Vendor Management, Customer Relations, Process Improvement, Treasury Management, Leadership, Strategy, Cash Management, Management, Relationship Management, Mergers & Acquisitions, ACH, Financial Services, Risk Management, Commercial Banking, Portfolio Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2001 — 2003
EMBA
Indiana University Bloomington
Bachelor of Science (BS)
JPMorgan Chase Vice PresidentJPMorgan Chase Bank, NA1979 - Present
JPMorgan 1979 - Present
Education
Hofstra University 1974 — 1978
Knowledge in the Public Interest 2001 - Present
The Packer Collegiate Institute 1996 - 2002
JPMorgan 1975 - 2001
Skills
Nonprofits, Entrepreneurship, Public Speaking, Fundraising, Strategic Planning, Social Media, Leadership Development, Public Relations, Event Planning, Social Media Marketing, Marketing Strategy, Editing, Start-ups, Teaching, Strategy
Education
Columbia University Graduate School of Business 1973 — 1975
Master of Business Administration (MBA)
Harvard University 1968 — 1973
AB, Urban Studies/Affairs
Bain & Company 2014 - Present
University of Pennsylvania - The Wharton School August 2012 - August 2014
INSEAD May 2014 - July 2014
Imprint Capital Advisors 2013 - 2013
Teach for America 2009 - June 2012
World Bicycle Relief June 2011 - September 2011
Quarkcity India Pvt Limited June 2010 - August 2010
JPMorgan July 2007 - June 2009
RotoWire.com 2004 - 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Data Analysis, Economics, Research, Corporate Finance, Non-profits, Investment Banking, Quantitative Analytics, Budgets, Bloomberg
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance & Strategic Management
INSEAD 2014 — 2014
University of Southern California 2003 — 2007
BS, Business Administration (emphasis Int'l finance)
Università Commerciale 'Luigi Bocconi' 2006 — 2006
Study abroad Spring 2006, Venture Capital, Private Equity, Investment Banking, International Financial Markets
Credit Suisse August 2007 - June 2015
JPMorgan September 2000 - August 2007
Bank Hapoalim, NY Branches 1998 - 2000
Skills
Fixed Income, Securities, Prime Brokerage, Capital Markets, Equities, Investments, Hedge Funds, Investment Banking, Financial Services, Securities Lending, Trading, Portfolio Management, Management, Banking
Education
Hofstra University 1993 — 1996
Bachelor's Degree, Finance, General
JPMorgan July 1995 - Present
Education
Howard University 1991 — 1995
TSU Capital USA LLC July 2014 - Present
Valentine & Company FZ LLC December 2010 - Present
Bonwick Capital Partners December 2011 - July 2014
Istithmar World May 2008 - December 2010
Equifin Capital Partners December 2005 - April 2008
Goldman Sachs 2002 - 2005
JPMorgan 2001 - 2002
Goldman Sachs 1998 - 1998
Skills
Investment Banking, Private Equity, Growth Capital, Buyouts, Private Equity/Venture..., Strategic Advisory, Venture Development, Transaction Advisory, Acquisition Strategy, Financial Modeling, Business Valuation, Acquisition Negotiations, Special Situations, Securitization, Structured Finance, Asset Finance, Development Finance, Sub-Saharan Africa, MENA, Oil/Gas, Real Estate, Financial Institutions, Financial Technology, Cross-border..., Management Consulting, Strategy Development, Corporate Finance, Due Diligence, Valuation, Emerging Markets, Mergers, Deal Structuring, Structuring, Financial Structuring, Capital Markets, Alternative Investments, Mergers & Acquisitions, Strategy, ABS, Private Placements, LBO, Fixed Income, Finance
Education
Howard University 1997 — 2001
B.B.A., Finance (Independent Study in Actuarial Science)
The Hill School 1993 — 1997
JPMorgan August 2001 - Present
Education
Hope College 1997 — 2001
Stone Coast Fund Services December 2013 - Present
JPMorgan January 2009 - December 2013
Skills
Management, Leadership, Financial Analysis, Investments, Fixed Income, Equities, Financial Services, Securities, Microsoft Excel, Alternative Investments, Business Analysis, Hedge Funds
Education
Hobart and William Smith Colleges 1994 — 1998
Westminster
ADK Capital March 2009 - Present
JPMorgan July 2007 - December 2008
JPMorgan June 2006 - August 2006
AEGON January 2005 - August 2005
Skills
High Yield, Financial Modeling, Distressed Debt, Leveraged Finance, Investments, Hedge Funds, Equities, Bloomberg, Valuation, Alternative Investments, Fixed Income
Education
Indiana University - Kelley School of Business 2002 — 2006
B.S., Finance
Gucci Group 2010 - 2013
Gucci Group 2010 - 2013
JPMorgan 2005 - 2008
Skills
Vendor Management, Disaster Recovery, ITIL, SDLC, Business Analysis, IT Service Management, Active Directory, IT Strategy, IT Management, Incident Management, Technical Support, Service Delivery, Windows Server, Troubleshooting, Requirements Analysis, Servers, Data Center, Windows 7, IT Operations, Windows XP, Software Documentation, Information Technology, System Deployment
Education
Hofstra University 2001 — 2008
SAP April 2012 - Present
JPMorgan Chase 2010 - April 2012
JPMorgan 1993 - 2012
Skills
Commercial Banking, FX Options, Liquidity Management, Treasury Management, Financial Institutions, Procure to Pay, E-invoicing, E-commerce, Payments, SaaS, SAP, Loans, Trading, International Relations, Cloud Applications, Cloud-based, Credit Cards, Cash Management, Procure-to-Pay, Business Development, CRM, Cloud Computing, Enterprise Software, Leadership, Management, Project Management, Strategy, Vendor Management
Education
Quinlan School of Business, Loyola University Chicago 1994 — 1997
MBA, Finance & International
Indiana University Bloomington 1989 — 1993
BA, Economics & Independent Major Program
Twin Capital Management LLC October 2014 - Present
Citi 2013 - 2014
JPMorgan Chase January 2009 - August 2011
JPMorgan May 2008 - December 2008
JPMorgan Chase October 2005 - May 2008
BNP Paribas September 2004 - May 2005
Skills
Hedge Funds, Financial Modeling, Valuation, Asset Managment, Bloomberg, Fixed Income, Portfolio Management, Alternative Investments, Derivatives, Investments, Trading, Quantitative Analytics, Risk Management, Equities, Financial Analysis, Financial Risk, Due Diligence, Capital Markets, Investment Banking, Corporate Finance
Education
University of California 2011 — 2013
Master of Business Administration (MBA), Finance, General
New York University 2001 — 2005
Bachelor of Arts (B.A.), Economics
HEC
Arab Banking Corporation March 2013 - Present
JPMorgan March 2009 - March 2013
J.P. Morgan October 2007 - March 2009
Bear Stearns October 2003 - October 2007
American Express January 2003 - October 2003
Skills
Portfolio Management, Financial Analysis, Global Custody, Bonds, FINRA, Credit Risk, Cash Management, Finance, Asset Allocation, Trading, Strategic Financial..., Credit, Collateral Management, Credit Analysis, Valuation, Securities Lending, Corporate Finance, Corporate Banking, Trade Finance, AML, Fixed Income, Derivatives, Prime Brokerage, Banking, Equities, Securities, Hedge Funds
Education
Hofstra University
Coca-Cola HBC 2002 - 2005
JPMorgan 2000 - 2002
Education
Harvard University
University of Peiraeus
Msc, Finance
EY November 2014 - Present
Accenture February 2013 - August 2014
R. G. Niederhoffer Capital Management September 2010 - February 2013
JPMorgan March 2008 - August 2010
Bear Stearns 2007 - 2008
Lehman Brothers 2000 - 2006
McKinsey & Company 1996 - 2000
Skills
Financial Services, Strategy, Prime Brokerage, Equities, Hedge Funds, Capital Markets, Investment Banking, Derivatives, Trading Systems, Trading, Electronic Trading, Program Management, Mergers & Acquisitions
Education
Harvard University 1983 — 1987
AB
Harvard University 1983 — 1987
Bachelor's degree
JPMorgan September 2011 - Present
JPMorgan Chase June 2005 - August 2011
Credit Suisse First Boston August 2000 - May 2005
ING Barings June 1999 - July 2000
Skills
Capital Markets, Hedge Funds, Real Estate, Equities, Investment Banking, Valuation, Equity Research, Emerging Markets, Investments
Education
International University of Japan 1997 — 1999
MBA, Finance
Harvard University 1993 — 1997
BA, Social Anthropology
PMA Financial Network October 2013 - Present
Dentons February 2009 - Present
JPMorgan April 2005 - November 2008
BankOne May 2003 - April 2005
Ajilon Consulting March 2003 - May 2003
Best Buy June 2002 - March 2003
Motorola August 2000 - October 2001
Illinois State University August 1996 - May 2000
Skills
Citrix, Troubleshooting, Windows Server, ITIL, XP, Active Directory, Windows 7, Visio, VMware, SharePoint, Software Documentation, Technical Support, Disaster Recovery, Incident Management, Help Desk Support, System Deployment, Databases, Testing, Hardware, Information Technology
Education
Illinois State University 1995 — 2000
Bachelor of Science
Microtech
Freddie Mac May 2014 - Present
Decura December 2013 - March 2014
Morgan Stanley August 2009 - December 2013
UBS Investment Bank May 2006 - July 2009
Goldman Sachs 1993 - 2006
JPMorgan 1989 - 1993
Skills
Fixed Income, Trading Systems, Electronic Trading, Capital Markets, Hedge Funds, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Investment Banking, SDLC
Education
Imperial College London 1986 — 1989
Computing Science
Bank of America January 2006 - Present
MBNA 1995 - 2006
JPMorgan 1992 - 1995
Skills
Business Analysis, Data Warehousing, Banking, Business Intelligence, ETL, Financial Services, IT Strategy, Teradata, Change Management, Analytics, Strategy, Program Management, Business Requirements, Business Process..., Credit Cards, DB2, Access, SSIS, Relational Databases, SAS, T-SQL, Risk Management, SDLC
Education
GDSI 1980 — 1980
Certificate, Programmer Analyst
Iona College 1972 — 1976
BBA, Business
Locust Valley High School 1968 — 1972
Academic
Prudential Insurance Funds January 2013 - Present
Finanical Accounting Standards Advisory Council (FASAC) January 2012 - Present
Trinity Private Equity Group June 2011 - Present
Golden Seeds Fund LP December 2010 - Present
Cappello Waterfield & Co., LLC January 2012 - May 2014
J.P. Morgan June 2008 - January 2009
JPMorgan 2008 - 2009
JP Morgan 2008 - 2009
Bear Stearns January 1995 - March 2008
Bear Stearns January 1995 - January 2008
Skills
Strong executive..., creating a vision, initiating tasks, Private Equity, Financial Risk, Investment Banking, Goal Setting, Vision, Mergers, Strategy, Investment Management, Due Diligence, Equities, Securities, Equity Research, Mergers & Acquisitions, Executive Management, Emerging Markets, Hedge Funds, Venture Capital, Portfolio Management
Education
Indiana University Bloomington 1968 — 1972
BA, Fine Arts
Willowbrook Co. September 2015 - Present
Blue Apron July 2014 - September 2015
Quidsi Inc. (Amazon) June 2013 - August 2013
DANNIJO September 2010 - April 2012
JPMorgan July 2008 - September 2010
JPMorgan May 2007 - August 2007
Bank of America June 2006 - August 2006
L'Oréal June 2005 - August 2005
Skills
E-commerce, Marketing Strategy, Digital Marketing, Social Media Marketing, Email Marketing, Finance, Brand Development, Brand Awareness, CRM, QuickBooks, Brand Loyalty, Loyalty Programs, New Business Development, Financial Modeling
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2004 — 2008
B.A., Sociology, Economics
Susan E. Wagner High School 2000 — 2004
JPMorgan June 1976 - May 2006
Education
Hillsdale College 1972 — 1976
BA, Major in Business and Minor in English
Village of Pelham Manor April 2015 - Present
EFactor Group September 2015 - Present
Christ Church October 2014 - Present
Village of Pelham Manor October 2014 - April 2015
Royal Bank of Scotland July 2009 - August 2014
ABN AMRO May 2002 - July 2009
JPMorgan April 1999 - February 2001
Lehman Brothers May 1985 - April 1999
Skills
Capital Markets, Financial Structuring, Valuation, Investment Banking, Private Equity, Hedge Funds, Fixed Income, Management, Structured Finance, Financial Markets, Corporate Finance, Restructuring, Derivatives, Risk Management, Due Diligence, Banking, Leveraged Finance, Portfolio Management, Structured Products, Mergers & Acquisitions, Mergers, Financial Modeling, Emerging Markets, Equities
Education
Yale Law School 1981 — 1984
JD
Yale University 1979 — 1981
MA, Philosophical Theology
Haverford College 1975 — 1979
BA, Philosophy
J.P. Morgan March 2008 - Present
JPMorgan Managing DirectorBear StearnsOctober 2004 - March 2008
Citibank October 1994 - October 2004
Salomon Smith Barney 1994 - 2000
Independent Fiancial Consultant January 1994 - October 1994
Norbanken June 1988 - December 1993
Bank of Tokyo Securities Inc March 1987 - June 1988
Savings Banks Trust Company March 1984 - March 1987
Merrill Lynch January 1982 - March 1984
Skills
Fixed Income, Options, Capital Markets, Bonds, Swaps, Trading, Treasury, Investment Management, Proprietary Trading, Finance, Derivatives, Foreign Exchange, Hedge Funds, Credit Derivatives, MBS
Education
Iona College 1983 — 1988
MBA, Finance
The Vanguard Group April 2002 - Present
RCG Information Technology January 1997 - March 2002
JPMorgan June 1991 - December 1996
Skills
Java, Agile, J2EE, JUnit, Scrum, Eclipse, Subversion, SQL, Waterfall, Agile Project Management, Software Development, HTML, Unix, Perl, CSS, SOA, Web Services, Application Development, XML, Software Project..., Ant, Spring
Education
Hofstra University 1987 — 1991
BBS, Management Information Systems
On Assignment at a leading administrator 2013 - Present
Frontier Communications May 2011 - October 2013
SDS Electronics April 2009 - May 2011
JPMorgan April 2007 - March 2009
BNY Mellon April 2004 - March 2007
globeop 2002 - 2004
Wright Investors' Service April 1999 - June 2001
Alliance Capital Management May 1997 - March 1999
Evergreen Asset Management April 1994 - May 1997
Skills
Hedge Funds, Financial Analysis, Accounting, Equities, Master Feeder Accounting, Partnership Accounting, Financial Reporting, Derivatives, Fixed Income, Finance, Valuation, Bloomberg, Operations Management, Fund Accounting, Process Improvement, Mutual Funds, Capital Markets, Middle Office, Fund Administration, Business Process..., Private Equity, Structured Products, Investment Banking, Credit Derivatives, Alternative Investments, Securities, Account Reconciliation, Financial Services, Series Accounting, Microsoft Excel Super..., Financial Accounting, Financial Modeling, Advent Geneva
Education
Long Island University-Westchester Campus 1996 — 1998
Master of Business Administration (MBA), Finance
Iona College 1986 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance (Double Major)
fordham prep
fordham prep
JPMorgan February 1999 - Present
Banc One Capital Markets, Inc December 1997 - February 1999
Banc One Services Corporation May 1996 - December 1997
Skills
Wealth Management, Bonds, Investments, Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Investment Management, Mutual Funds, Portfolio Management, Equities, Securities
Education
Indiana University Bloomington 1991 — 1995
Bachelor of Arts, Economics and Korean Language
Thomson Reuters August 2009 - Present
JPMorgan June 2008 - July 2009
Bear Stearns 2001 - 2008
Barra 1996 - 2000
Lehman Brothers 1992 - 1996
Prudential Securities 1990 - 1992
Drexel Burnham Lambert 1986 - 1990
Skills
Financial Structuring, Structured Products, Capital Markets, Valuation, Securitization, Structured Finance, MBS, Fixed Income, Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Management
Hofstra University 1984 — 1986
BBA, Finance
JPMorgan July 2009 - Present
Education
Hobart and William Smith Colleges 2005 — 2009
JPMorgan February 2014 - Present
JPMorgan December 2006 - February 2014
Bank of New York 1997 - 2006
Citibank 1993 - 1996
Prudential 1989 - 1993
Skills
Securities, Fixed Income, Derivatives, Alternative Investments, Banking, Asset Management, Risk Management, Prime Brokerage, Equities, Bloomberg, Investment Banking, Hedge Funds, Client Services, Financial Services, Mutual Funds, Settlement, Relationship Management, Middle Office, Global Custody, Investments, Fund Accounting, Portfolio Management
Education
Hofstra University 1984 — 1988
BBA
BNP Paribas September 2015 - Present
JPMorgan July 1994 - April 2015
RBC Capital Markets January 1992 - May 1994
Skills
Hedge Funds, Equities, Derivatives, Bloomberg, Capital Markets, Fixed Income, Financial Markets, Trading, Investment Banking, Trading Systems, Foreign Exchange, FX Options, Options, Alternative Investments, Credit Derivatives, Emerging Markets, Structured Products
Education
Institut Supérieur de Gestion 1987 — 1990
Finance, General
Harvard University August 2012 - Present
The Commonwealth Fund and The Institute for Healthcare Improvement July 2010 - August 2012
The Commonwealth Fund June 2009 - July 2010
JPMorgan June 2008 - June 2009
Harvard School of Public Health January 2006 - January 2008
New England Primate Research Center, Harvard Medical School June 2005 - September 2005
Skills
Data Analysis, Statistics, Public Health, Nonprofits, Policy Analysis, Qualitative Research, Research, Public Policy
Education
Harvard University 2004 — 2008
B.A., Population Health
St. Mark's School
Vector Capital January 2015 - Present
J.P. Morgan 2011 - December 2014
JPMorgan June 2010 - August 2010
JPMorgan January 2010 - February 2010
Accenture June 2009 - August 2009
A123 Systems September 2008 - December 2008
Skills
Financial Modeling, Investment Banking, Capital Markets, Equity Research, Management Consulting, Valuation, Bloomberg, Corporate Finance, Equities, Private Equity, Fixed Income, Financial Analysis, Hedge Funds, Due Diligence, Derivatives, Investments
Education
Massachusetts Institute of Technology 2007 — 2011
B.S. in Mathematics and B.S. in Economics, Minor in Management / Finance, GPA: 4.8 / 5.0
Harvard University
St. Joseph High School
Ethiopian Agricultural Transformation Agency (ATA) 2012 - 2014
McKinsey & Company 2010 - 2012
Nexecon Consulting Group September 2008 - 2010
JPMorgan June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Skills
Data Analysis, Financial Modeling, Research, Microsoft Excel, Management Consulting, PowerPoint, Business Strategy, Economics, Strategy, Market Research, Microsoft Office, Nonprofits, Strategic Planning, Project Management, International..., Analysis, Analytics, Social Media, Public Speaking, Microsoft Word
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master of Public Administration (M.P.A.)
Massachusetts Institute of Technology 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.)
Bank of America Merrill Lynch June 2015 - August 2015
Microsoft February 2014 - August 2014
SAIF Partners July 2012 - December 2013
JPMorgan July 2009 - June 2012
Goldman Sachs May 2008 - July 2008
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Derivatives, Corporate Finance, Financial Analysis, Quantitative Finance, VBA, Project Management, Capital Markets, Fixed Income, Risk Management, Business Strategy, Banking, Bloomberg, Equity Derivatives, Start-ups, Venture Capital
Education
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
Indian Institute of Technology, Kanpur 2005 — 2009
Bachelor of Technology (B.Tech.), Electrical Engineering
Lucknow Public College, Lucknow, U.P., India
10+2, Physics, Chemistry, Mathematics
JPMorgan July 2007 - Present
Skills
Investments, Banking, Estate Planning, Wealth Management..., Wealth
Education
Indiana University - Kelley School of Business 2003 — 2007
Finance
Bain & Company PrincipalBain & Company2003 - Present
SusieCakes 2013 - 2014
SusieCakes 2013 - 2014
American Express August 1999 - July 2001
JPMorgan July 1997 - July 1999
Skills
Growth Strategies, Management Consulting, Business Strategy, Strategy, Due Diligence, Mergers & Acquisitions, Financial Modeling, Strategic Planning, Competitive Analysis, Start-ups, Corporate Development, Analytics, Valuation, Leadership
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA
Harvard University 1993 — 1997
BA, Economics
St. Andrews Priory
Thacher School
Apollo Global Management LLC August 2011 - Present
JPMorgan August 2009 - July 2011
Education
Indiana University - Kelley School of Business
Ryze August 2014 - Present
Goldman Sachs Private Equity June 2014 - August 2014
JPMorgan June 2011 - April 2014
One Equity Partners 2014 - 2014
Bank of America Merrill Lynch June 2009 - June 2011
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Capital Markets, Portfolio Management, Finance, Emerging Markets, Derivatives, Financial Strategy, Interest Rate Risk..., Securitization, Structured Products, Securitized Products, Financial Institutions, Start-ups, Entrepreneurship
Education
INSEAD 2014 — 2014
Master of Business Administration (MBA) Exchange
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute
Master of Arts (M.A.), International Studies
University of Oxford
Economics, Medieval Persian Literature
Swarthmore College
BA, Economics
JPMorgan Executive DirectorJ.P. Morgan1986 - Present
Skills
Derivatives, Investment Banking, Fixed Income, Equities, Capital Markets, Risk Management, Hedge Funds, Options, Trading Systems, Credit Derivatives
Education
Iona College 1975 — 1979
Bachelor of Science (BS), Accounting