JPMorgan Chase
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: 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 Chase Employees
YouTube March 2014 - Present
YouTube August 2010 - February 2014
MTV Networks May 2005 - July 2010
JPMorgan Chase August 2001 - June 2004
Skills
Content Strategy, Digital Media, Strategic Partnerships, Entrepreneurship, Business Strategy, Business Development, Strategy, Digital Strategy, Start-ups, Corporate Development, New Media
Education
Columbia University - Columbia Business School 2004 — 2006
Master of Business Administration (MBA)
Harvard University 1997 — 2001
BA, Economics
GE July 2014 - Present
Amazon June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
US Army January 2009 - January 2012
US Army May 2005 - December 2008
Skills
Army, Military, Cross-functional Team..., Problem Solving, National Security, Team Leadership, Military Operations, Operations Management, Logistics, Microsoft Office, Active Top Secret..., Critical Thinking, Logistics Management, Project Planning, Afghanistan, Training, Operational Planning, Top Secret, Government, Supply Chain Management, Strategic Planning, Intelligence Analysis, Command, Management, Security Clearance, Team Building, Military Experience, Special Operations, Interagency Coordination, Organizational..., Leadership
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Embry-Riddle Aeronautical University 2006 — 2012
MS, Management
United States Military Academy at West Point 2001 — 2005
BS, Aeronautical Mechanical Engineering
Convent of the Sacred Heart 1997 — 2001
Farragut Square Group 2011 - Present
Marwood Group 2002 - 2011
Bank of America 1999 - 2001
Societe Generale 1996 - 1997
JPMorgan Chase 1993 - 1996
Skills
Management, Hedge Funds, Financial Modeling, Healthcare, Research, Valuation, Policy, Analysis, Banking, Legislative Relations
Education
Columbia Business School
MBA
SUNY Albany
Bachelor of Science (B.S.), Finance
Cottonwood Financial October 2013 - Present
Wells Fargo July 2011 - October 2013
JPMorgan Chase November 2008 - July 2011
Skills
Banking, Loans, Consumer Lending, Retail Banking, Loan Origination, Portfolio Management, Financial Analysis, Credit, Cross Selling, Mortgage Banking
Education
Columbia Southern University
BS, Finance, General
J.P. Morgan May 2013 - Present
Credit Suisse 2008 - Present
JPMorgan Chase 2004 - 2006
JPMorgan Chase 2004 - 2004
JPMorgan Chase 2003 - 2004
JPMorgan Chase 2002 - 2003
JPMorgan Chase 2000 - 2002
Skills
Business Development, Business Strategy, CRM, Cross-functional Team..., Equities, Financial Modeling, Management Consulting, Strategic Partnerships, Strategy, Mergers, Management, Program Management
Education
Columbia University - Columbia Business School 2007 — 2008
BS, Masters of Business Administration
Texas A&M University
Bachelor of Science (BS), Agricultural Development and Leadership
JPMorgan Chase May 2011 - Present
Skills
Structured Finance, Equities, Investment Banking, Loans, Financial Modeling, Trading, Management, Financial Risk, Securitization, Capital Markets, Corporate Law, Alternative Investments, Entrepreneurship, Financial Analysis, Financial Structuring, Fixed Income, Private Equity, Venture Capital, Corporate Finance, Due Diligence, Valuation, Banking, Risk Management, Derivatives, Start-ups, Business Strategy, Strategic Planning, Leadership, Financial Markets, Credit Risk, Credit Analysis, Securities, Business Development, Strategy, Portfolio Management, Credit, Structured Products
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance, Management
Columbia University - Graduate School of Architecture, Planning and Preservation
Master's Degree, Master of Science, Historic Building Preservation
The Webb Schools
High School
Wesleyan University
Bachelor's Degree, Studio Art, Architecture concentration
The Training Associates December 2010 - Present
JPMorgan Chase August 2009 - October 2010
FSV Payment Systems October 2007 - November 2009
DYNAMIC CORPORAT SOLUTIONS, INC April 2003 - September 2005
US Army June 1988 - June 1991
US Army June 1985 - June 1988
Skills
Coaching, Call Center, Training Delivery, Team Building, Leadership Development, Software Documentation, Change Management, Process Improvement, E-Learning, Instructor-led Training, Soft Skills, Customer Service, Public Speaking, Hands-on Training, Banking, ADDIE, PowerPoint, Acquisition Integration, Mergers, Procurement, Mortgage Lending, Mortgage Underwriting, Team Leadership, Real Estate, Real Estate License, Real Estate Transactions
Education
Columbia Southern University 2013 — 2015
Master of Business Administration (MBA), MBA
University of Phoenix 2012 — 2013
Project Management
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Management
Florida State College of Jacksonville 1993 — 1995
Emergency Medical Technology/Technician (EMT Paramedic)
Samuel Wolfson
LinkedIn August 2014 - Present
Bizo September 2013 - August 2014
SameGoal July 2008 - May 2014
Smart Solutions, Inc. May 2007 - August 2013
Charles River Associates June 2004 - December 2005
JPMorgan Chase June 2003 - July 2003
Yourworks.com June 1999 - June 2000
Skills
Entrepreneurship, Management, Business Development, Leadership, Business Planning, SaaS, Strategic Partnerships, Product Development, Team Building, Marketing, Product Management, B2B
Education
Columbia University - Columbia Business School 2006 — 2007
MBA
University of Wisconsin-Madison 2000 — 2004
BS
Dickinson Wright PLLC 2008 - Present
Thompson Hine LLP 2002 - 2003
Thompson Hine LLP 1996 - 1999
Simpson Thacher & Bartlett LLP 1993 - 1996
JPMorgan Chase 1987 - 1990
Skills
Municipal Law, Municipal Bonds, Schools and Educational..., Banking and Financial..., Corporate Finance, Corporate Governance, Nonprofit Governance, Regulatory Compliance, Contract Negotiation, Document Drafting, Document Review, Social Advocacy, Community Engagement
Education
Columbia University School of Law
Juris Doctor
University of Pennsylvania - The Wharton School
BS, Economics, Entrepreneurial Management
Mercer May 2014 - Present
JPMorgan Chase August 2011 - May 2014
JPMorgan Chase April 2007 - August 2011
ACS May 2005 - April 2007
Mellon Financial September 2003 - May 2005
Mellon Financial June 1999 - September 2003
Emcor Securities, Inc. September 1992 - June 1999
Skills
Business Transformation, Business Strategy, Business Process..., Business Process..., Business Planning, Relationship Management, Management, Leadership, Outsourcing, Process Improvement, Mergers & Acquisitions, Risk Management, CRM, Human Resources, Change Management, Mergers, Product Development, Strategy, Program Management, Financial Services, Vendor Management, Strategic Planning, Business Process, Start-ups, Finance, Investor Relations, Forecasting, Payments, Performance Management, Financial Forecasting, Executive Management, Business Analysis, Employee Benefits, Project Management, New Business Development, Strategic Financial..., Team Management, Integration, Banking, BPO, Financial Risk
Education
Columbia University - Columbia Business School 2005 — 2005
Executive Training, High Impact Leadership
Columbia University - Columbia Business School 2002 — 2002
Executive Training, General Management
Pace University 1996 — 1998
MBA, Financial Management
Pace University-Pleasantville/Briarcliff Campus 1990 — 1992
BBA, Accounting
Hydrocarbon Investor June 2015 - Present
JPMorgan Chase July 2005 - May 2015
Ernst & Young LLP December 2000 - July 2005
PriceWaterhouseCoopers LLP April 1999 - December 2000
Schlumberger June 1997 - April 1999
Skills
Risk Management, Financial Risk, Financial Services, Derivatives, Operational Risk..., Enterprise Risk..., Capital Markets, Due Diligence, Finance, Portfolio Management, Banking, Operational Risk, Hedge Funds, Mergers & Acquisitions, Internal Controls
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Business Administration
Texas A&M University 1995 — 1997
MS, Computer Science
State University of New York at Buffalo 1989 — 1993
BS, Electrical Engineering
ColumbiaDoctors/Orthopedics June 2013 - Present
UN-Habitat 2009 - January 2012
NewLine Capital Partners September 2001 - July 2009
JPMorgan Chase May 1993 - May 1998
Skills
International..., Affordable Housing, Microfinance, Investment Banking, Investment Advisory, Securitization, Structured Investments, Structured Finance, Private Equity, Economic Development, Emerging Markets, Urban Planning, NGOs, Community Development, Public/private..., Strategy, Capacity Building, Project Finance, Urban, Capital Markets, Fixed Income, Africa, Banking, Business Strategy, Economics, Financial Structuring, Investments, Finance
Education
Columbia University - Columbia Business School 1998 — 1998
Program in Business Strategy
New York University School of Law 1976 — 1979
JD, International trade, tax policy
Princeton University 1970 — 1973
AB, History, Summa Cum Laude
JPMorgan Chase & Co. February 2015 - Present
JPMorgan Chase February 2012 - February 2015
JP Morgan Chase February 2011 - February 2012
JPMorgan Chase September 2009 - February 2011
JPMorgan Chase June 2008 - August 2008
NERA Economic Consulting May 2004 - May 2007
Dealogic August 2003 - May 2004
Economists Incorporated June 2002 - August 2003
Skills
Financial Modeling, Financial Analysis, Strategy, Finance, Analysis, Analytics, Data Analysis, Due Diligence, Banking, Strategic Planning, Management, Portfolio Management, Accounting, Credit Analysis, Great Motivator, Team Leadership, Valuation, Business Strategy, Financial Forecasting, Corporate Finance, Payments, Cash Management, Budgeting, Forecasting
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance and Management
Swarthmore College 1998 — 2002
BA, Economics and Political Science
Bank of America Merrill Lynch February 2012 - Present
Citibank May 2008 - December 2011
JPMorgan Chase April 2003 - April 2008
Merrill Lynch August 1994 - November 2002
Skills
New Business Development, Marketing Strategy, Direct Sales, Sales Support, Strategy Development, Product Management, Supply Chain Management, Account Management, Banking, Business Development, Business Strategy, Leadership, Financial Services
Education
Columbia University - Columbia Business School
MBA, Finance, Management
Dartmouth College
BS, French
Capital One June 2015 - Present
JPMorgan Chase & Co. October 2014 - June 2015
JPMorgan Chase October 2011 - October 2014
Regions Financial Corporation July 2010 - August 2011
CIT February 2006 - May 2008
Skills
Internal Audit, Process Auditing, Compliance Management, Project Management, Corporate Risk, Operational Risk..., Action Plan Development, Action Plan Creation, Regulatory Audits, Business Process, Time Study, Risk Management, Banking, Portfolio Management, Loss Mitigation, Process Improvement, Credit Analysis, Financial Risk, Management
Education
Columbia Southern University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JPMorgan Chase May 2014 - Present
Wall Street Systems July 2010 - May 2014
Cantor Fitzgerald August 2006 - October 2009
Skills
Customer Service, Microsoft Word, Business Analysis, Analysis, Fixed Income, Bloomberg, Capital Markets, SQL, Financial Analysis, Java, Finance, Microsoft Office, Data Analysis, JavaScript, Outlook, Microsoft Excel, Excel, Word, Customer Relations
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Washington University in St. Louis 2002 — 2006
Bachelor Of Computer Engineering, Bachelor In Business Administration, Computer Engineering, Finance
Washington University in St. Louis - Olin Business School 2002 — 2006
Bachelor Of Business Administration, Finance
Lower Canada College 1996 — 2002
Rebar Systems, LLC September 2013 - Present
JPMorgan Chase October 2012 - September 2013
JPMORGAN September 2008 - October 2012
JPMORGAN September 2007 - September 2008
JPMORGAN January 2005 - September 2007
JPMORGAN July 2004 - December 2004
GATEWAY HIGH SCHOOL August 2003 - May 2004
Skills
Fixed Income, Capital Markets, Credit Derivatives, Equity Derivatives, Hedge Funds, Teaching, Bloomberg
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Columbia University in the City of New York
BS, Applied Mathematics, Economics
Morgan Stanley March 2013 - Present
JPMorgan Chase May 2012 - December 2012
Skills
Financial Advisory, Marketing Strategy, Investment Banking, Business Planning, Financial Analysis, Investments, Marketing, Portfolio Management
Education
Columbia University - Columbia Business School 2010 — 2012
Master's degree, Finance and Financial Management Services
Penn State University 2007 — 2010
Bachelor's degree, Finance, General
JPMorgan Chase 2011 - Present
Federal Express Corp January 2008 - Present
WOJG Radio January 2008 - November 2010
Allied Building Products December 2006 - October 2007
dewolff Boberg 2005 - 2007
Proudfoot Consulting December 2005 - December 2006
A.T.Hudson & Co., Inc. 1997 - 2000
Skills
Process Improvement, Business Analysis, Cross-functional Team..., Management Consulting, Operations Management, Leadership Development, Change Management, Business Process..., Project Management
Education
Columbia Southern University 2011 — 2014
MBA, Management
California Intercontinental University
Tennessee State University
B.S., Sociology
Bank of America May 2014 - Present
JPMorgan Chase June 2010 - May 2014
Sikorsky Aircraft December 2005 - May 2010
Northrop Grumman Corporation February 2004 - November 2005
Skills
Matlab, Project Management, SQL, Visio, Requirements Analysis, Systems Engineering, Business Analysis, Software Development, Software Project..., Integration, MS Project, Requirements Gathering, SDLC, Agile Methodologies, Testing
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2010
Masters, Operations Research
Rensselaer Polytechnic Institute 2000 — 2004
Master, Electrical Engineering
Capital One September 2015 - Present
Citi February 2013 - September 2015
Citigroup November 2005 - February 2013
jpmorgan chase February 2003 - October 2005
JPMorgan Chase September 1999 - February 2003
Chase Manhattan Bank April 1999 - September 1999
Chase Manhattan Bank September 1997 - April 1999
Chase Manhattan Bank July 1996 - September 1997
Chemical Bank July 1994 - July 1996
Skills
Payments, Product Management, Cash Management, Product Development, Bill Payment, E-commerce, Financial Services, Payment Systems, Banking, Electronic Payments, Credit Cards, Mobile Payments, Treasury Management, Debit Cards, Payment Card Processing, Internet Banking, Relationship Management, Leadership, Management, Transaction Processing, Competitive Analysis, Strategic Partnerships, Commercial Banking, Enterprise Software, Cross-functional Team..., Business Process, Executive Management, Strategy, P&L Management, Cards, Financial Risk, Risk Management, Segmentation, Mergers
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Lehigh University 1990 — 1994
BS, Chemistry
Citigroup March 2011 - Present
RBS Global Banking & Markets December 2009 - January 2011
Credit Suisse May 2006 - September 2009
American International Group (AIG) April 2005 - April 2006
JPMorgan Chase 1997 - 2005
Lutheran Medical Center October 1992 - May 1997
Skills
Program Management, Resource Management, Financial Management, Project Accounting, PMO, Project Portfolio..., IT Governance, Project Governance, Change Management, Business Process..., Business Analysis, Business Process, Business Process..., Executive Management, Financial Services, Fixed Income, Governance, Information Technology, Investment Banking, Management, Managerial Finance, Mergers, Outsourcing, PMP, Project Management, Risk Management, Vendor Management, SDLC, Consulting, IT Strategy, Finance
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
EMBA, Management/Finance
Columbia Engineering 1978 — 1984
BS, Civil Engineering
JPMorgan Chase June 2013 - August 2013
JPMorgan Chase June 2012 - July 2012
Rebuild Africa May 2011 - July 2011
Education Resource Strategies October 2009 - April 2011
Center for Institutional and Social Change at Columbia Law School July 2008 - October 2009
L'Oréal Paris June 2008 - August 2008
The Duke's Men of Yale 2007 - 2008
Office of the House Majority Whip, Rep. Jim Clyburn (D-SC) June 2007 - August 2007
Office of the House Democratic Caucus, Rep. Jim Clyburn (D-SC) June 2006 - August 2006
Education
Columbia Law School 2011 — 2014
J.D. with Honors
Yale University 2005 — 2009
B.A., History
Fayette County High School 2001 — 2005
Diploma
USPS September 2013 - January 2015
JPMorgan Chase November 2012 - September 2013
USCG Sector Lake MICHIGAN July 2010 - November 2012
USCG Sector Detroit, MI May 2006 - May 2010
Sector North Carolina July 2005 - May 2006
Toledo, OH September 2004 - February 2005
Skills
Administration, Personnel, Supervisory Skills, Supervisory Experience, Fingerprinting, Watchguard, Security Clearance, Military Training, Homeland Security, Personnel Supervision, Operational Planning, Physical Security, Office Management, Government, Security Operations, Maritime Security, Operational Risk..., Background Checks, Security Audits, Crisis Management, System Administration
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Science (M.S.), Human Resources Management/Personnel Administration, General
TAPS 2012 — 2012
Columbia Southern University 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Law Enforcement Administration
University of Phoenix 2006 — 2009
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Law Enforcement Administration
Morgan Stanley May 2012 - Present
Barclays Capital September 2009 - February 2012
JPMorgan Chase 2001 - 2009
Bankers Trust 1994 - 2000
Goldman, Sachs & Co. 1983 - 1993
Skills
Fixed Income, Investment Banking, Credit Derivatives, Financial Risk, Structured Finance, Trading, Risk Management, Business Analysis, Swaps, Options, Derivatives, Interest Rate..., Credit, Analysis, Trading Systems, Capital Markets, Finance, Hedge Funds, Market Risk, Rates, Middle Office, PMO, Business Planning, Program Management, Stakeholder Management
Education
Columbia University - Columbia Business School
MBA
Wesleyan University
BA, High Honors
Mizuho Bank October 2013 - Present
Citibank June 2004 - June 2013
Credit Agricole CIB January 2002 - April 2004
TD September 1998 - December 2001
Bank of America August 1990 - August 1998
BNY Mellon August 1982 - August 1990
JPMorgan Chase September 1978 - July 1982
Skills
Project Finance, Syndications, Investments, Financial Advisory, Capital Markets, Structured Finance, Investment Banking, Financial Structuring, Corporate Finance, Emerging Markets, Banking, Credit Risk, Trade Finance, Derivatives, Financial Modeling, Credit Analysis, Portfolio Management, Loans, Financial Analysis, Structured Products, Structured Trade, Credit, Private Equity, Valuation, Risk Management, Fixed Income, Financial Institutions, Financial Markets, Finance, Securitization, Leveraged Finance, Trading
Education
Columbia University - Columbia Business School 1976 — 1978
Master of Business Administration (MBA), Finance and International Business, Dean's List
Haverford College 1971 — 1975
Bachelor of Arts (B.A.), History, economics
St. George's College, Santiago, Chile 1969 — 1971
Bachillerato, Suma cum laude
AIG Life & Retirement August 2014 - Present
AIG United Guaranty 1997 - August 2014
JPMorgan Chase June 1981 - June 1996
Skills
Insurance, Finance, Risk Management, Financial Analysis, Strategic Planning, Leadership, Banking
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance
Goucher College 1975 — 1979
BA, Economics
Girl Scouts Heart of the Hudson, Inc. October 2009 - Present
JPMorgan Chase July 1986 - May 2009
JP Morgan Private Bank, New York, NY 2000 - 2007
Skills
Management, Leadership, Organizational..., Leadership Development, Nonprofits, Public Speaking, Non-profits, Team Building, Fundraising, Hedge Funds, Strategic Planning
Education
Northwestern University 1979 — 1983
BA, Political Science
Columbia University - Columbia Business School
Executive Program, Business Management
JPMorgan Chase September 2014 - Present
First In Education September 2010 - Present
US Navy April 2010 - July 2014
Cryptologic Support Team January 2013 - July 2013
Bill Fields Properties November 2008 - April 2010
Elizabeth Dole Committee, Inc. June 2008 - November 2008
Fred Smith for Governor September 2007 - May 2008
Students for Saving Social Security May 2005 - May 2006
Policy Research January 2005 - May 2006
Dawson's Creek (TV Series 1998-2003) 2001 - 2002
Skills
Financial Modeling, Analysis, Public Policy, Government, Economics, Leadership, Management, Public Speaking, National Security, Investments, Fundraising, Grassroots Organizing, Start-ups, Education, Political Campaigns, Strategic Planning, Organizational..., Research, Intelligence Analysis, Report Writing, Military Operations, Crisis Management, Community Outreach, Communication Skills, Team Building, Briefing, Business Planning, International Relations, Strategic Communications, Project Management
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Harvard University, John F. Kennedy School of Government
Certificate, Leadership Decision-Making
London School of Economics and Political Science 2006 — 2007
Master's Degree, Philosophy and Public Policy
University of California, Berkeley 2005 — 2005
Postbaccalaureate program, Chinese Business
University of North Carolina at Wilmington 2001 — 2004
Bachelor's Degree, Business Administration - Finance and Management
JPMorgan Chase May 2014 - Present
JPMorgan Chase November 2013 - April 2014
Minds Matter NYC 2012 - 2014
JPMorgan Chase January 2012 - November 2013
JPMorgan Chase July 2011 - December 2011
Boston Consulting Group 2006 - 2011
BCG - The Boston Consulting Group 2006 - 2011
First Manhattan Consulting Group (FMCG) August 2000 - June 2004
First Manhattan Consulting Group 2000 - 2004
Skills
Financial Modeling, Management Consulting, Valuation, Business Strategy, Analysis, Analytics, Banking, Business Analysis, Business Modeling, Business Planning, Business Process Design, Business Process..., Business Transformation, Change Management, Competitive Analysis, Consulting, Corporate Development, Cross-functional Team..., Customer Service, Due Diligence, Equity Research, Executive Management, Finance, Financial Analysis, Financial Services, Managerial Finance, Market Analysis, Marketing Strategy, Mergers, Operational Excellence, Operations Management, Organizational Design, Performance Improvement, Pricing Strategy, Process Consulting, Process Engineering, Process Improvement, Program Management, Restructuring, Segmentation, Senior Executive..., Strategic Consulting, Strategic Financial..., Strategic Planning, Strategy
Education
Columbia University - Columbia Business School 2004 — 2006
MBA
Cornell University 1996 — 2000
B.S., Hotel Administration
JPMorgan Chase March 2012 - Present
Citigroup February 2009 - March 2012
Modelytics India Pvt Ltd November 2004 - February 2007
IILM - College Of Management Studies June 2002 - May 2003
Citi Group May 2001 - March 2002
Skills
Regulatory capital..., Credit Risk, Risk Management, Quantitative Analytics, Securitization
Education
Columbia University - Columbia Business School 2010 — 2010
Risk Management, Risk Management
T A Pai Management Institute, Manipal 1999 — 2001
MBA, Finance, Marketing
Presidency College 1995 — 1998
Bachelor of Science (BSc), Statistics
Acuitas Investments January 2011 - Present
Luminary Capital April 2002 - June 2003
JPMorgan Chase June 2000 - April 2002
Hambrecht & Quist June 1999 - June 2000
Alex. Brown & Sons September 1998 - June 1999
Education
Columbia University - Columbia Business School 1996 — 1998
Master of Business Administration (MBA), Finance
University of California, Santa Barbara 1989 — 1993
Bachelor's degree, Communication, Political Science
Amazon July 2015 - Present
JPMorgan Chase September 2013 - June 2015
VMTurbo February 2011 - August 2013
Columbia University September 2010 - December 2010
Fujitsu June 2010 - August 2010
Philips Healthcare July 2008 - June 2009
Philips Healthcare January 2008 - May 2008
Iqura Technologies June 2006 - July 2006
Skills
Core Java, Flex, Virtualization, HTML, C++, C, Cloud Computing, Start-ups, Datacenter...
Education
Columbia Engineering 2009 — 2010
Master of Science, Computer Science
Manipal Institute of Technology 2004 — 2008
Bachelor of Engineering, Computer Science
UBS Investment Bank June 2013 - Present
JPMorgan Chase April 2012 - May 2013
SuperDerivatives March 2009 - March 2012
Skills
Derivatives, Equities, Equity Derivatives, Options, Quantitative Finance, Volatility, FX, Trading Systems, Fixed Income, Structured Products, Commodities
Education
Columbia Engineering 2008 — 2009
MSc, Operations Research
Ecole centrale de Lyon 2006 — 2008
MSc, General Engineering
Knighthead Capital Management, LLC May 2014 - Present
Credit Suisse July 2011 - May 2014
Columbia Business School September 2009 - May 2011
The Crescentbrook Group, Inc. August 2008 - December 2010
Obama 2008 Campaign - Economic Policy Committee August 2008 - November 2008
Calyon January 2007 - April 2008
Societe Generale June 2006 - January 2007
JPMorgan Chase 2005 - 2006
JPMorgan Chase 2003 - July 2005
Skills
Derivatives, Structured Products, Options, Investments, Trading, Structured Finance, Financial Modeling, Credit Derivatives, Credit, Capital Markets, Investment Banking, Valuation, Risk Management, Fixed Income, Hedge Funds, Securities, Investment Strategies, Due Diligence, Finance, Private Equity, Equities, Alternative Investments, Bloomberg
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Columbia University in the City of New York 1998 — 2003
BA & BS, Economics, Industrial Engineering
JPMorgan Chase 1981 - 2008
Skills
Data Analysis, Financial Analysis, Investment Banking, Financial Modeling, Portfolio Management, Corporate Finance, Valuation, Credit, Financial Reporting, Credit Risk, Finance, Equities, Bloomberg, Strategy, Management Consulting, Equity Research, Financial Risk, Economics, Strategic Financial..., Business Strategy, Derivatives, Banking, Alternative Investments, Private Equity, Structured Finance, Risk Management, Internal Controls, Loans, Capital Markets, Credit Analysis, Mergers & Acquisitions, Venture Capital, Business Analysis, Asset Management, FX Options, Securities, Management, Investments, Hedge Funds, Mentoring, Due Diligence, Financial Markets, Accounting, Trading, Competitive Analysis, Analysis, Financial Services, Fixed Income, Emerging Markets, Financial Planning
Education
Columbia University - Columbia Business School 1979 — 1981
MBA, Finance, Business Economics
Yale University 1975 — 1979
BA, Economics and Mathematics
Inspiring Capital June 2015 - August 2015
JPMorgan Chase June 2011 - August 2014
JPMorgan Chase August 2010 - June 2011
Skills
Process Improvement
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Wellesley College 2006 — 2010
Bachelor of Arts (B.A.), Economics
Microsoft September 2014 - Present
FRIDA, Inc. May 2006 - Present
JPMorgan Chase June 2013 - April 2014
Legal Aid Society September 2012 - May 2013
Texas Education Agency May 2012 - July 2012
National Hispanic Institute June 2006 - July 2011
Education
Columbia Law School
Doctor of Law (J.D.), Law
The University of Texas at Austin - The LBJ School of Public Affairs
Master of Public Affairs, Economic Policy, Social Policy, US Latino Policy
Tufts University
Bachelor of Arts (B.A.), Sociology
ShopKeep October 2014 - Present
Mobile Start-Ups April 2014 - September 2014
JPMorgan Chase September 2011 - March 2014
American Express January 2009 - August 2011
American Express January 2006 - December 2008
American Express January 2002 - December 2005
American Express April 2000 - December 2002
IBM August 1999 - April 2000
Skills
Credit Cards, Strategic Partnerships, Loyalty Marketing, Financial Services, Segmentation, Electronic Payments, Analytics, Product Management, Payments, Portfolio Management, Corporate Development, Relationship Management, Loyalty Programs, Financial Modeling, Strategy, Business Strategy, Mobile Payments, Emerging Markets, Business Development, Competitive Analysis, Digital Marketing, E-commerce
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (M.B.A.), Media Management, Marketing
Cornell University - College of Arts & Sciences 1987 — 1991
Bachelor's Degree, Government, Political Economy
Horace Mann School
UBS Wealth Management October 2013 - August 2015
Brookway 450 LLC August 2012 - August 2015
Morgan Stanley November 2012 - 2013
J.P. Morgan August 2011 - November 2012
JPMorgan Chase August 2010 - September 2011
JPMorgan Chase September 2009 - August 2010
Skills
Capital Markets, Financial Analysis, Financial Modeling, Presentation Development, Syndications, Business Strategy, Business Development, New Business Development, Financial Accounting, Analysis, Corporate Finance, Management, Strategic Planning, Microsoft Excel, Asset Management, Data Analysis, Finance, Leadership, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2014 — 2015
Graduate Certificate, Real Estate Finance and Investments
Rutgers Graduate Business School 2009 — 2011
Master's degree, Accounting
Rutgers Business School 2006 — 2009
Bachelor's degree, Accounting
JPMorgan Chase & Co. December 2014 - Present
JPMorgan Chase & Co. May 2014 - December 2014
JPMorgan Chase April 2013 - April 2014
Citigroup 2006 - 2011
Citigroup 2001 - 2005
Citigroup 1999 - 2001
Citigroup 1994 - 1999
Citigroup 1989 - 1994
Skills
Financial Analysis, Financial Planning, Financial Reporting, Financial Modeling, Strategic Planning, Expense Management, Business Process..., Budgeting, Forecasting, Project Management, Profitability Analysis, Competitive Analysis, Performance Improvement, Risk Management, Creative Problem Solving, Process Engineering, Financial Management, Business Planning, Process Improvement, Budgets, Analysis, Strategic Financial..., Management, Finance, Managerial Finance, Start-ups, Corporate Finance, CO-PA, Leadership, Human Resources, Banking
Education
Columbia University - Columbia Business School
MBA, Finance; Money & Financial Markets
SUNY Levin Institute
New York University
Certificate of Financial Planning Program - In Progress
Citibank
Credit, Investments, Business Analysis
New York Institute of Finance
Brokerage Operations
State University of New York at Buffalo
BA, Major: Psychology; Minor: Business Administration
Stuyvesant High School
Water Markets trading research November 2012 - Present
Curious Properties April 2011 - Present
NextEra Energy/FPL Energy November 2008 - April 2011
JPMorgan Chase August 2007 - October 2008
CantorCO2e August 2006 - August 2007
Skills
Deal Making, Contract Negotiations, Entrepreneur, Non-profits, Portfolio Management, Policy Analysis, Fundraising, Strategic Planning, Research, Negotiation, Public Speaking, International..., Proposal Writing, Sustainability, Project Management, Entrepreneurship, Climate Change, Sustainable Development, Management, Corporate Social..., Business Development, Environmental Awareness, Contract Negotiation, Carbon, Renewable Energy, Strategy, Carbon Markets, Commodity, Trading, Environmental Consulting, Project Finance, Energy Efficiency, Wind, Sustainable Energy, Water Quality, Water Treatment, Carbon Finance, Water Resources, Carbon Trading, Water, Carbon Credits, Water Supply, Nonprofits
Education
Columbia Business School 1999 — 2001
MBA, Entrepreneurship, Finance
F J reitz
University of Evansville
B.S., Biology
Arbor Realty Trust, Inc. June 2013 - Present
Heights Realty Investment Group March 2006 - Present
Linklaters October 2009 - July 2012
Shearman & Sterling LLP November 2008 - October 2009
Lehman Brothers July 2006 - July 2008
JPMorgan Chase August 2003 - June 2004
American Home Mortgage June 2002 - August 2003
Skills
Valuation, Customer Relations, Pitching, Real Estate Finance, Equities, Marketing, Press Releases
Education
Columbia Business School 2012 — 2013
Master of Business Administration (MBA), Real Estate, Finance, Leadership
Dartmouth College 2000 — 2006
Bachelors, Economics
Hauppauge High School 1996 — 2000
Avella Specialty Pharmacy May 2015 - Present
Cycle for Survival June 2013 - Present
JPMorgan Chase January 2014 - May 2015
Medicis Pharmaceutical Corporation September 2011 - September 2013
Morgan, Lewis & Bockius LLP October 2005 - May 2011
Skills
Litigation, Commercial Litigation, Product Liability, Trade Secrets, Class Actions, Corporate Law, Licensing, Securities Regulation, Intellectual Property, Legal Research, Patent Litigation, Trademarks, Legal Writing, Privacy Law, Patent Prosecution, Copyright Law, Corporate Governance, Joint Ventures, Patents
Education
Columbia University School of Law 2002 — 2005
JD
University of Michigan 1998 — 2002
BA, communications
Harriton High School
JPMorganChase 2011 - Present
Freeborn & Peters LLP 2008 - 2011
JPMorgan Chase 2000 - 2005
Education
Columbia Law School
Doctor of Law (J.D.)
University of Pennsylvania
Bachelor's degree, Economics
CHOICE of NY December 2014 - Present
JPMorgan Chase July 2013 - December 2014
MasterCard October 1999 - June 2013
Citi December 1996 - October 1999
Time Warner Inc. June 1992 - December 1996
Kraft Foods Group June 1988 - September 1990
Skills
Cross-functional Team..., Strategy, Product Management, Financial Modeling, Forecasting, Financial Analysis, Project Management, Management, Marketing Strategy, Leadership, Budgets, Portfolio Management, Credit Cards, Debit Cards, Electronic Payments, Payments, Vendor Management, Strategic Planning, Payment Systems, Mobile Payments, Payment Card Processing, Analysis, Change Management, Financial Services, Business Process, Banking, Product Development, Strategic Financial..., Payment Cards, Finance, E-payments, Cards, Program Management
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Management & Marketing
Iona College 1986 — 1988
BBA, Finance
Project Management Institute
National Commercial Bank Jamaica Limited October 2012 - December 2013
National Commercial Bank Jamaica Limited October 2011 - December 2013
National Commercial Bank Jamaica Limited September 2010 - September 2011
National Commercial Bank Jamaica Limited May 2003 - August 2010
Societe Generale Corporate and Investment Banking - SGCIB October 2001 - April 2003
JPMorgan Chase August 1999 - May 2001
Workers Bank (now Sagicor Bank) September 1995 - August 1997
Workers Bank (now Sagicor Bank) July 1994 - August 1995
Workers Bank (now Sagicor Bank) January 1994 - June 1994
Workers Bank (now Sagicor Bank) June 1993 - December 1993
Skills
Strategic Planning, General Management, Business Development, Investment Banking, Corporate Banking, Retail Banking, Team Building, Relationship Management, Risk Management, Project Management, Corporate Finance, Credit Analysis, Financial Analysis, Financial Modeling, Business Analysis, Business Process Design, Business Process..., Training, Coaching, Due Diligence, Change Management, Middle Market Lending, Small Business Lending, Consumer Lending, Collections, Deal Origination, Sports Finance, Workouts, Restructuring, Distressed Debt, Acquisition Finance, Leveraged Finance, Syndicated Finance, High Yield Research, Credit Underwriting, Cross-functional Team..., Performance Management, Entrepreneurship, Critical Thinking, Communication, Financial Forecasting, Performance Improvement, Data Analysis, Performance Appraisal, Problem Solving, Management Consulting, Loan Documentation, Operations Management, Commercial Banking, Emerging Markets
Education
Columbia University - Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance
University of the West Indies, Mona Campus, Jamaica 1989 — 1992
Bachelor of Science (B.Sc.), Accounting, Honors
Columbia Leadership Group October 2001 - Present
New York University January 2003 - Present
Deloitte October 2005 - December 2008
JPMorgan Chase October 2001 - September 2005
Skills
Leadership Development, Executive Coaching, Executive Development, Organizational..., Growth Management, Profitable Growth, Growth Strategies, Strategic Growth, Strategic Leadership, Team Building, Team Leadership, Cross-functional Team..., Creative Strategy, Market Analysis, Talent Management, Human Capital, Strategic Human..., Marketing Strategy, Transition Planning, Organizational..., Organizational Needs..., Women Leaders, Career Development, Leadership, 360 Feedback, Organizational Design, Coaching, Strategy, Organizational..., Management, Workshop Facilitation, Employee Training, Culture Change, Succession Planning, Emotional Intelligence
Education
Columbia University in the City of New York 2007 — 2015
Doctorate, Leadership and Organizational Psychology
Columbia Business School
Executive Education
Columbia University in the City of New York 1998 — 2000
M.A., Leadership and Organizational Psychology
Columbia University in the City of New York 1998 — 2000
M.Ed., Counseling Psychology
Columbia University Teachers College
JPMorgan Chase May 2012 - Present
Deutsche Bank July 2010 - April 2012
JPMorgan Chase January 2007 - December 2008
JPMorgan Chase June 2004 - December 2006
Skills
Financial Institutions, Investor Relations, Investment Banking, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2009 — 2010
MBA, Finance and Economics
Menlo College 1999 — 2003
B.S., Management
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2013 - Present
JPMorgan Chase July 2012 - August 2012
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2012 - August 2012
Skills
Tax Law, Corporate Tax, International Tax, Partnership Taxation, Tax Policy
Education
Columbia University School of Law 2010 — 2013
Juris Doctor (J.D.), Law
Harvard College 2006 — 2010
Bachelor's degree, Joint major in Economics and Art History
Millennium Partners May 2014 - Present
Millennium Partners November 2007 - May 2014
West Highland Support Services, LLC 2007 - 2010
JPMorgan Chase 1999 - 2006
MarketNet Group 1998 - 1999
Skills
Market Data, Trading Systems, Perl, Low Latency, Sybase, Derivatives, RMDS, Linux, Electronic Trading, Wombat, KDB, C++, Infiniband, TIBCO Rendezvous, Exchange Connectivity, C, TCP/IP, Bloomberg, Options, RDMA, Oracle, Visual Basic, Unix, Equities, Software Development, Reuters, FIX, Trading, Databases, Multithreading, Infrastructure, Quantitative Finance, Apache, Bash, KDB+
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Bachelor of Science (BS), Operations Research
Loyola Academy
Modell's Sporting Goods June 2015 - Present
Modell's Sporting Goods June 2014 - Present
JPMorgan Chase April 2010 - July 2013
Wachovia/Wells Fargo June 2008 - March 2010
Teach For America June 2006 - June 2008
Princeton University Investment Company May 2007 - September 2007
HSBC Global Bond Sales May 2005 - August 2005
Progressive Women's Credit Union May 2004 - July 2004
Skills
Financial Modeling, Marketing Strategy, Business Analysis, Sales, Leadership, Community Outreach, Grant Writing, Spanish, Analysis, Qualitative Research
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Davidson College 2002 — 2006
B.A, Economics; Econometrics, Environmental Economics
London School of Economics 2004 — 2004
Economics
Translinguistic January 2008 - Present
Mediterranis, Inc. February 2002 - December 2008
TradeCard Inc September 1996 - September 2001
Credit Lyonnais September 1994 - September 1996
JPMorgan Chase 1973 - 1994
Skills
English, Translation, French, Proofreading, Editing, Microsoft Office, Trados, Language Services, Foreign Languages, Microsoft Excel, Microsoft Word, Legal Translation
Education
New York University 2008 — 2011
Certificate in Translation, Language Interpretation and Translation
Columbia University - Columbia Business School 1972 — 1973
MBA, Finance
Université de Paris - Faculté de Droit 1967 — 1971
Maîtrise en droit privé (Law degree), Law
ESCP Europe 1967 — 1970
Degree in Business Management, Accounting and Finance
BNP Paribas 2010 - 2012
BNP Paribas March 2010 - September 2010
BNP Paribas 2005 - 2010
JPMorgan Chase 1996 - 2004
The Bank of New York 1985 - 1996
Skills
Syndications, Leveraged Finance, Leveraged Lending, Capital Markets, Financial Structuring, Cash Flow Lending, Capital Structure, Senior Debt, Loans, Debt, Transaction Origination, Credit Analysis, Deal Execution, Recapitalizations, Debt Restructuring, Corporate Finance, Middle Market, Energy, Midstream, Downstream Oil & Gas, Structured Commodity..., Media &...
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (MBA), Finance
University of North Carolina at Chapel Hill 1980 — 1985
BA, Economics / Chemistry
JPMorgan Chase January 2013 - Present
FMI Golf USA January 2011 - December 2012
United States Air Force July 1990 - August 2010
Skills
Operational Planning, Microsoft Excel, Government Contracting, Defense, Employee Training, Program Management, Human Resources, Cross-functional Team..., Management, Leadership Development, Recruiting, Team Leadership, Training, Strategic Leadership, Employee Relations, Resource Management, Process Improvement, Operating Budgets
Education
Columbia Southern University 2008 — 2010
MBA, Human Resource Management
Embry-Riddle Aeronautical University
BS, Technical Management
Solaris Solutions LLC January 2009 - Present
Nomura Holdings America June 2005 - October 2008
JPMorgan Chase October 2003 - June 2005
Morgan Stanley Investment Management 2000 - 2003
Morgan Stanley 1996 - 2000
Morgan Stanley 1993 - 1996
Skills
Equities, Finance, Investments, Financial Services, Strategy, Financial Analysis, Banking, Risk Management, Management, Due Diligence, Capital Markets, Financial Risk, Mutual Funds, Asset Management, Investment Banking, Fixed Income
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Columbia University in the City of New York 1991 — 1993
MBA, Finance, General
JPMorgan Chase October 2012 - Present
Quad-C Management, Inc. August 2009 - October 2012
UBS Investment Bank 2007 - 2009
Skills
LBO, Investment Banking, Financial Modeling, Valuation, Private Equity, Corporate Finance, Leveraged Finance
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
University of Michigan 2004 — 2007
BBA, Finance and Accounting
Cushman & Wakefield - Capital Markets January 2011 - Present
Cushman & Wakefield, New York September 2008 - December 2010
JPMorgan Chase September 2001 - September 2008
Skills
Strategy, Financial Modeling, Due Diligence, Business Intelligence..., Valuation, Competitive Analysis, Analytics, Financial Analysis, Risk Management, Finance, Cross-functional Team..., Business Strategy, Analysis, Business Analysis, Capital Markets, Management Consulting, Fixed Income, Investments, Strategic Planning, Argus Modeling, Salesforce.com, VBA, Leadership
Education
Columbia University - Columbia Business School 2007 — 2008
MBA, Finance, Strategy
UMIST, Manchester, UK 1996 — 2001
BEng, Computer Systems Engineering
St. Michaels Academy 1990 — 1996
Engineering
Morgan Stanley Investment Management 2005 - Present
Goldman Sachs Asset Management 1996 - 2005
JPMorgan Chase 1987 - 1994
Education
Harvard Business School 1994 — 1996
MBA, Finance
Columbia Engineering 1983 — 1987
BS, Engineering
Amazon February 2014 - Present
Amazon March 2013 - February 2014
Amazon July 2011 - March 2013
Amazon June 2010 - August 2010
Sports Bistro LLC November 2009 - May 2010
JPMorgan Chase July 2006 - July 2009
Citigroup July 2004 - June 2006
Credit Suisse June 2003 - August 2003
Skills
Marketing, Financial Analysis, Strategic Planning, Pricing, Management Consulting, Segmentation, Retail, Corporate Finance, Business Strategy, Social Media Marketing, Email Marketing, Product Development, Financial Modeling, Strategy, Start-ups, Forecasting, E-commerce, Management, Competitive Analysis, Analytics, Cross-functional Team..., Sales, Leadership, Market Research, Finance, Online Advertising, Analysis, Product Management, Strategic Partnerships, Vendor Management, SEO, Budgets, Marketing Strategy, Product Marketing, Business Development, Project Management, Program Management, Customer Acquisition
Education
Columbia Business School 2009 — 2011
MBA, Marketing, Retail, Management
Cornell University 2000 — 2004
BA, Economics, Government
Detroit Country Day School 1997 — 2000
Columbia University in the City of New York September 2014 - May 2015
J.P. Morgan June 2014 - August 2014
JPMorgan Chase June 2013 - August 2013
Phoenix Incorporated April 2010 - June 2013
The University of Texas at San Antonio May 2012 - July 2012
RevolutionPrep April 2011 - September 2011
Columbia Engineering Library September 2010 - May 2011
Gateway Design Project September 2010 - December 2010
Skills
Java, Matlab, HTML, PHP, AutoCAD, Maya, MS Office Suite, Algorithms, HSpice, VHDL, C, C++, Programming, CSS
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2014 — 2015
Master of Science, Computer Engineering
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2014
BS, Computer Engineering
The Bronx High School of Science 2006 — 2010
Opaka Partners Inc. January 2013 - Present
Red Bee Media January 2009 - October 2012
Technicolor 2007 - 2009
JPMorgan Chase 2005 - 2007
The Walt Disney Company 1999 - 2005
Chromium Graphics 1998 - 1999
Universal Studios 1995 - 1998
Joseph E. Seagram & Sons 1988 - 1995
Kellogg Company 1984 - 1988
Skills
Strategy, Digital Media, Management, Leadership, Strategic Partnerships, Product Development, Broadcast, Start-ups, Product Management, Restructuring, Mobile Devices, Team Building, New Business Development, Digital Marketing, Marketing Strategy, E-commerce, Marketing, Venture Capital, Digital Strategy, Telecommunications, Creative Direction, IPTV, Change Management, Business Development, Mergers & Acquisitions, New Media, Web Video, Business Strategy, Entrepreneurship, VOD, Executive Management, Online Advertising, CRM
Education
Iona College
MBA, Finance
Iona College
BBA, Marketing, Graduated with Honors
Columbia University - Columbia Business School
Executive Management Program, Marketing
Talent Development Strategies, HR Consulting & Executive Coaching 2007 - Present
Argus Information and Advisory Services April 2010 - August 2014
New York University 2008 - 2010
JPMorgan Chase 1993 - 2007
Skills
Human Resources, Talent Management, Organizational..., Leadership, Performance Management, Onboarding, Change Management, Employee Engagement, Leadership Development, Succession Planning, Executive Coaching, Career Counseling, Employee Relations, Coaching, Organizational..., Team Building, Executive Development, Talent Acquisition, Career Development
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Human Resource Management and Management of Organizations
Wesleyan University 1985 — 1989
BA, Psychology
Stuyvesant High School 1981 — 1985
High School
Gusto (formerly ZenPayroll) September 2015 - Present
DocuSign April 2014 - Present
JPMorgan Chase July 2012 - March 2014
J.P. Morgan June 2011 - August 2011
American Express October 2007 - April 2010
Towers Perrin May 2006 - September 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Competitive Analysis, Strategy, Analytics, Marketing Strategy, Project Management, Product Marketing, Equity Research, Financial Services, Forecasting, Finance
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Northwestern University
B.A.
Strategic Streams June 2012 - Present
Deutsche Bank July 2014 - May 2015
Royal Bank of Scotland December 2012 - September 2013
JPMorgan Chase January 2012 - December 2012
UFS April 2010 - December 2011
MGN Group August 2008 - April 2010
Citigroup Private Bank June 2006 - May 2008
Risk Capital October 2000 - June 2006
Auda Capital October 2003 - January 2004
Bear Stearns June 2003 - August 2003
Skills
Excel, PowerPoint, Bloomberg Terminal, Risk Management, Risk Analysis, Wealth Management, Private Wealth..., Asset Management, Portfolio Management, Alternative Investments, Investment Strategies, Structured Products, Emerging Markets, Portfolio Optimization, Portfolio Strategy, Asset Allocation, Enterprise Risk..., Credit Risk, Asset Managment, Fixed Income, Wealth Management..., Derivatives, Microsoft Excel, Equities, Finance, Financial Modeling, Private Equity, Trading, Options, Economics, Hedge Funds, Financial Markets, Commodity, Investments, Project Finance, Mutual Funds, Bloomberg, Bonds, Financial Risk, Hedging, Investment Management
Education
Chartered Alternative Investment Analyst 2006 — 2007
CAIA
Professional Risk Manager 2004 — 2004
PRM
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Chartered Financial Analyst 1997 — 1999
CFA
Financial Risk Manager 1998 — 1999
FRM
University of Pennsylvania - The Wharton School 1992 — 1996
B.S, Finance
Ana Imep November 2013 - Present
McKinsey & Co. December 2010 - July 2013
McKinsey & Company August 2006 - December 2010
McKinsey & Co July 2005 - September 2005
JPMorgan Chase May 2005 - July 2005
eStandards Forum 2003 - 2004
Universidad del Rosario 2001 - 2003
Ministry of Finance of Colombia 2000 - 2001
Skills
Turn Around Management, Strategy, Investment Management, Investments, Corporate Finance, Private Equity, Risk Management, Management Consulting, Financial Modeling, Emerging Markets, Equity Research, Economics, Valuation, Financial Services, Retail Banking, Insurance, Due Diligence, Business Strategy, Turnaround Strategy, Turn-around Situations, Manufacturing...
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Economics
Columbia University - School of International and Public Affairs 2003 — 2006
MIA, International Finance
Universidad de Los Andes 1996 — 2000
Bachelor of Science (BSc), Economics
Gimnasio Moderno 1989 — 1994
Bachelor's degree
JPMorgan Chase July 2014 - Present
JPMorgan Chase February 2011 - July 2014
JPMorgan Chase February 2007 - January 2011
JPMorgan Chase March 2003 - February 2007
JPMorgan Chase February 1998 - March 2003
JPMorgan Chase September 1996 - February 1998
Skills
Business Analysis, Risk Management, Process Improvement, Change Management, Project Management, PMO, CRM, Management, Investment Banking, Project Planning, Market Data, Financial Services, Analysis, Banking, Portfolio Management, Business Process..., Business Intelligence, Finance
Education
Columbia Business School 2001 — 2003
MBA
The Cooper Union 1992 — 1996
BS, Engineering
Harland Clarke Holdings Corp. January 2015 - Present
Softcard January 2012 - January 2015
Fox Mobile Group (re-named Jesta Digital) June 2009 - February 2012
JPMorgan Chase May 2008 - January 2009
Bear Stearns Co. August 2007 - May 2008
Random Walk Computing August 1997 - June 2005
BBN Technologies June 1996 - July 1997
Skills
Video Games, Equity Research, Financial Modeling, Valuation, Product Development, Mobile Devices, Derivatives, Business Strategy, E-commerce, Venture Capital, Hedge Funds, Mobile, Customer Acquisition, Competitive Analysis, Mergers & Acquisitions, Analytics, Mobile Applications, User Experience, Product Management, Start-ups, Strategy, Financial Services, Management
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Tufts University 1992 — 1996
BS, Computer Science
JPMorgan Chase 2003 - 2013
Skills
Analytics, Big Data, Data Science, Management, IT Strategy, Enterprise Architecture, SDLC, Fixed Income, Project Management, Software Development, Infrastructure, Hadoop, Business Intelligence, Cloud Computing, Disaster Recovery, Python, Business Analysis, Capital Markets, IT Solutions, Hive, Apache Spark, Software Solution..., Banking, E-commerce, Software Project..., Project Portfolio..., IT Management, Vendor Management, Risk Management
Education
Columbia University - Columbia Business School 2008 — 2010
MBA
National Institute of Technology Warangal 1986 — 1990
B.Tech.
Employee Retirement System of Rhode Island November 2012 - Present
JPMorgan Chase January 2008 - September 2012
"The Moneymakers: How Extraordinary Managers Win in a World Turned Upside Down" June 2006 - 2009
JP Morgan Asset Management August 1995 - May 2006
Skills
Hedge Funds, Asset Management
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
Yale University 1983 — 1987
BA
Rosewood Consulting LLC January 2012 - Present
Greater Chesapeake and Potomac American Red Cross January 2011 - Present
Freddie Mac January 2009 - September 2011
Freddie Mac February 2006 - December 2008
JPMorgan Chase 1999 - 2006
American Express 1994 - 1999
Texaco June 1992 - May 1994
Skills
Performance Management, Organizational..., Succession Planning, Talent Management, Leadership, Organizational..., PeopleSoft, Workforce Planning, 360 Feedback, Human Resources, Recruiting, Executive Pay, Onboarding, Executive Development, Employment Law, Employee Relations, Organizational Design, Management Consulting, Executive Coaching, Change Management, Employee Engagement, Leadership Development, Culture Change, Personnel Management, Training, Coaching
Education
Columbia University - Columbia Business School 2011 — 2012
Advanced Certification- Executive Coaching, Executive and Leadership Coaching
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Human Resources /Int'l Business
James Madison University 1984 — 1988
BBA, Management and Economics
Oakland Mills High
JPMorgan Chase December 2012 - Present
Barclays Capital January 2010 - December 2012
Cleary Gottlieb Steen & Hamilton September 2007 - January 2010
Skills
Derivatives, Credit Derivatives, Fixed Income, Credit, Securities
Education
Columbia University School of Law 2004 — 2007
JD
University of Michigan 2000 — 2004
BA, sociology
Zeke LP 2015 - Present
Wolfe Research, LLC 2013 - 2015
CastleRock Management April 2012 - September 2013
JP Morgan 2011 - 2011
JPMorgan Chase 2010 - 2011
Shazzle, LLC June 2009 - December 2009
New Sector Alliance June 2008 - September 2008
Harvard College Globalization Project January 2005 - June 2008
ITAP International July 2007 - September 2007
United Nations - CEPAL June 2006 - August 2006
Skills
Financial Modeling, Investments, Investment Strategies, Financial Analysis, Economics, Valuation, Analysis, Business Strategy, Entrepreneurship, Data Analysis, Strategy, Bloomberg, Start-ups, Hedge Funds, Business Development, Corporate Finance, Private Equity, Management, Venture Capital, Portfolio Management, Emerging Markets
Education
Columbia Business School
MBA, Value Investing Program
Harvard University 2005 — 2009
BA, Hons, Social Science
JPMorgan Chase February 2012 - Present
First Niagara Bank July 2009 - January 2012
National City June 2003 - July 2009
Cap Gemini Ernst & Young May 2000 - June 2003
Ernst & Young March 1995 - May 2000
IBM May 1988 - February 1995
Skills
Managerial Finance, Business Intelligence, Product Management, Performance Management, Re-engineering, Business Process..., Process Improvement, Project Management, Strategy, Banking, Forecasting, Leadership, IT Strategy, Analytics, Program Management, Six Sigma, Management, Finance, PMP, Financial Analysis
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
University of Wisconsin-Madison 1985 — 1990
BS
Satori Consulting May 2015 - Present
West Monroe Partners February 2013 - September 2014
JPMorgan Chase March 2010 - March 2013
American Express January 2003 - December 2009
Andersen Consulting May 2001 - January 2003
General Motors May 1997 - September 1999
Skills
Process Improvement, Management Consulting, Project Management, Product Management, Leadership, Strategy, Customer Experience, CRM, Management, Market Research, Business Process..., Six Sigma, Financial Services, ERP, Program Management, Business Strategy, Mergers & Acquisitions, Consulting, Business Analysis, Risk Management, Lean Six Sigma, Lean Management
Education
Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Business
University of Minnesota-Twin Cities 1999 — 2001
Master of Science, Industrial Engineering
North Carolina A&T State University 1994 — 1997
Bachelor of Science, Industrial Engineering
Yale University - Yale School of Management
Executive Education - BearingPoint Management Skills for Managers, Leadership Program
JPMorgan Chase August 2009 - Present
Cadwalader, Wickersham & Taft LLP September 2005 - July 2009
Education
Columbia Law School 2002 — 2005
JD, Law
Grinnell College 1994 — 1998
B.A., History, Chinese Studies
Rote September 2012 - Present
JPMorgan Chase May 2009 - June 2012
First New York Securities March 2003 - June 2006
Etrade Professional 2003 - 2003
Etrade Professional 2003 - 2003
Skills
Equities, Equity Research, Investments, Trading Strategies, Financial Modeling, Valuation, Capital Markets, Investment Banking, Corporate Finance, Private Equity, Fixed Income, Financial Analysis, Hedge Funds, Due Diligence, Portfolio Management, Alternative Investments
Education
Columbia University - Columbia Business School 2007 — 2009
MBA, Finance
Tufts University 1999 — 2003
BA, Economics, International Relations
Debevoise and Plimpton October 2007 - Present
JPMorgan Chase May 2014 - February 2015
Education
Columbia University School of Law 2005 — 2007
JD, Stone Scholar
Dartmouth College 1998 — 2002
BA, History
Groton School 1995 — 1998
Brearley School 1985 — 1995
Citizens Bank February 2015 - Present
TD April 2012 - Present
Kaplan June 2006 - Present
TD Bank October 2007 - April 2012
American Express January 2006 - September 2007
JPMorgan Chase May 1999 - July 2005
Skills
Financial Modeling, Mergers, Due Diligence, Financial Analysis, Strategic Planning, Risk Management, Private Equity, Financial Services, Portfolio Management, Finance, Asset Managment, Banking, Project Management, Program Management, Corporate Finance, Capital Markets, Leadership, Analysis, Business Strategy, Financial Markets, Mergers & Acquisitions, Strategy, Valuation, Asset Management, Strategic Financial..., Forecasting, Financial Reporting, Analytics
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Virginia School of Law 1992 — 1995
Doctor of Law (J.D.)
New York University 1988 — 1992
BS, Accounting
Lowe's Home Improvement December 2012 - Present
Target August 2010 - December 2012
Cup O Joe June 2002 - December 2010
JPMorgan Chase October 2006 - March 2008
Skills
Training, Leadership, Customer Experience, Visual Merchandising, Inventory Management, Vendor Relationships, Oral & Written..., Microsoft Office, Windows, Apple, Administrative Work, Team Building, Data Entry, Outlook, Accurate Record Keeping, Human Resources, Merchandising
Education
Columbia Southern University 2012 — 2014
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 3.5
Columbus State Community College 2006 — 2008
Hogan Lovells US LLP April 2011 - Present
Blank Rome LLP September 2007 - April 2011
Cravath, Swaine & Moore LLP June 2006 - August 2006
Burlington Coat Factory March 2003 - July 2004
JPMorgan Chase September 1999 - July 2001
Skills
Securities Regulation, Corporate Law, Legal Research, Corporate Governance, Legal Writing, Securities
Education
Columbia University School of Law 2004 — 2007
Doctor of Law (J.D.)
Temple University 2002 — 2003
M.Ed., Elementary Education
Harvard University 1995 — 1999
A.B., Economics, cum laude
Lawrence Woodmere Academy 1991 — 1995
High School
NYU Stern School of Business July 2010 - Present
The Wharton School July 2012 - June 2013
Deutsche Bank March 2003 - June 2005
JPMorgan Chase July 1999 - August 2001
Skills
Mergers & Acquisitions, Econometrics, Statistics, Stata, Research, Data Analysis, Financial Analysis, Higher Education, Teaching, Mergers, Analysis, Economics
Education
The University of Chicago Booth School of Business 2005 — 2010
PhD
Columbia University - Columbia Business School 2002 — 2002
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 2001 — 2002
MSc
The London School of Economics and Political Science (LSE) 1996 — 1999
BSc
EnterSolar August 2010 - Present
Fortistar Capital August 2009 - December 2010
RenewCo V.I. September 2008 - July 2009
Acadia Asset Management 2006 - 2008
Banc of America Securities 2002 - 2005
JPMorgan Chase 1994 - 2002
Skills
Renewable Energy, Photovoltaics, Private Equity, Energy, Business Strategy, Business Planning, Solar Energy, Project Finance, Cleantech, Strategy, Solar Thermal, Alternative Energy, Business Development, Due Diligence, Energy Efficiency, Sustainable Energy, Management, Financial Modeling
Education
Columbia University - Columbia Business School 2000 — 2001
Master of Business Administration (MBA)
Cornell University 1989 — 1993
Bachelor of Arts (B.A.)
JPMorgan Chase October 2011 - Present
Loughlin Meghji + Company January 2009 - October 2011
JPMorgan Securities August 1995 - May 2008
Skills
Leveraged Finance, Syndication, Corporate Finance, Middle Market, Capital Markets
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, General
Lehigh University - College of Business and Economics 1991 — 1995
BS - Finance, Finance
GAMCO Investors, Inc. October 2007 - Present
JPMorgan Chase May 2007 - August 2007
JetBlue Airways September 2004 - April 2006
Infinite Spirits, Inc. January 2003 - July 2004
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA), Economics & Finance
Columbia University in the City of New York 1999 — 2003
BS, Economics
Brunswick School 1993 — 1999
High School
Luminant June 2015 - Present
JPMorgan Chase October 2012 - June 2015
Morgan Stanley January 2011 - October 2012
Beirne, Maynard & Parsons, LLP September 2010 - December 2010
Jones Day September 2008 - September 2010
Skills
Compliance, Drafting Policies, Legal Compliance, Legal Research, Legal Writing, Corporate Governance, Securities Regulation, Due Diligence, Corporate Finance, Corporate Law, Civil Litigation, Legal Procedures, Litigation, Project Management
Education
Columbia University School of Law 2005 — 2008
Doctor of Law (J.D.), Law
The University of Texas at Austin 2001 — 2005
BA, Plan II and History
Pitney Bowes July 2013 - Present
Pitney Bowes July 2009 - June 2013
JPMorgan Chase June 2008 - July 2009
Bear Stearns January 2004 - June 2008
EPIX Holdings Corp. March 1999 - December 2003
New York Daily News November 1996 - March 1999
Kauff McClain & McGuire LLP March 1994 - November 1996
Paul Hastings September 1989 - March 1994
Skills
Employment Law, Traditional Labor Law, Employment Law..., Employment Contracts, Employment..., Labor Relations, Litigation, Civil Litigation, Commercial Litigation, Human Resources, Arbitration, Contract Negotiation, Trade Secrets, Alternative Dispute..., Dispute Resolution, Litigation Management, Mergers, Legal Compliance
Education
Columbia University School of Law 1986 — 1989
JD
Columbia University in the City of New York 1982 — 1986
BA, History
Bank of America December 2014 - Present
U.S Trust, Bank of America Private Wealth Management April 2013 - December 2014
Credit Suisse Securities (USA) LLC May 2005 - November 2012
Credit Suisse May 2010 - July 2010
Credit Suisse May 2007 - April 2009
HBO June 2004 - April 2005
Coty July 2003 - December 2003
JPMorgan Chase April 1997 - August 2001
JPMorgan Chase April 1997 - August 2001
JPMorgan Chase April 1997 - August 2001
Skills
People Management, Headcount, Onboarding, HRIS, Recruiting, Campus Recruiting, Problem Solving, International Project..., Department Budgeting, Operation Model Design..., Business Process Design, Vendor Management, Programme Governance, Outsourcing, Executive Management, Human Resources, Training, Performance Management, Project Management, Management, Strategic Planning, Sourcing, Business Process, Banking, Business Analysis, Talent Acquisition, Budgets, Talent Management, Integration, Resource Management, Contract Negotiation, Strategy, Organizational Design, Personnel Management, Process Improvement, Business Transformation, Management Consulting, Finance, Mergers & Acquisitions, Risk Management, Investment Banking, Business Process..., Team Management, Relationship Management
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Management
Georgetown UniversityWashington D.C 1992 — 1996
Bachelor of Science, International Business & Finance
JPMorgan Chase Managing DirectorJP Morgan Chase1990 - Present
Skills
Hedge Funds, Portfolio Management, Fixed Income, Management, Investments, Financial Modeling, Financial Services, Asset Allocation
Education
Columbia University - Columbia Business School 1986 — 1988
Master of Business Administration (MBA), Accounting and Finance
University of Oklahoma - Price College of Business 1982 — 1986
Bachelor of Business Administration (BBA)
PricewaterhouseCoopers 1993 - Present
Bear Stearns 1992 - 1993
JPMorgan Chase 1990 - 1991
Arthur Andersen 1983 - 1990
Skills
Mutual Funds, Hedge Funds, Private Equity, US GAAP, Corporate Governance, Financial Services, Banking, M&A experience, Alternative Investments, Investment Management, Financial Instruments, Internal Controls, Sarbanes-Oxley, Valuation, Securitization, Auditing, External Audit, Endowment Funds, Fund Of Funds, Investment Advisers, Board Governance, Financial Regulation, Broker-Dealer, Investment Banking
Education
Columbia Business School 1990 — 1992
MBA, Finance & Capital Markets
University of Oklahoma 1979 — 1983
BBA, Accounting
Citibank 1995 - Present
JPMorgan Chase 1994 - 1995
Chemical Bank 1989 - 1994
Manufacturers Hanover Trust 1979 - 1989
Consol Energy 1975 - 1979
Otto H York Co 1972 - 1975
Skills
Canadian Institute of..., Columbia University..., Hoover Engineering..., National Mining..., The National Mining..., New York Economics and..., Rutgers University,..., Professional Engineer..., Australasian Institute..., Risk Management, Mergers, Financial Modeling, Metals, Mining, Minerals, Science, Energy, Engineering, Corporate Finance, Metallurgy, Canadian, Coal, Equities, Project Finance, Credit, Institute, Mineral Exploration, Mineral Economics, Emerging Markets, Commodity, Mining Engineering, Mergers & Acquisitions, Management, Investment Banking, Feasibility Studies, Banking, Finance, Capital Markets, Financial Risk, Due Diligence, Structured Finance, Asset Management, Valuation, Private Equity, Trading, Fixed Income, Derivatives, Financial Structuring, Financial Services, Portfolio Management
Education
Columbia University - Columbia Business School 1976 — 1977
ABD Professional Degree, Mine Finance (joint program with School of Engineering)
Columbia University - Fu Foundation School of Engineering and Applied Science 1975 — 1976
Master's degree, Mining Engineering
New Jersey Institute of Technology 1971 — 1975
Bachelor's degree
Rutgers, The State University of New Jersey-Newark 1971 — 1975
Bachelor's degree, Geology
JPMorgan Securities Inc November 2008 - Present
JPMorgan May 2000 - December 2008
JPMorgan Chase 1998 - 1999
Skills
Hedge Funds, Capital Markets, Financial Modeling, Credit, Structured Products, Structured Finance, Fixed Income, Derivatives, Investment Banking, Valuation, Portfolio Management, Equities
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Management and Finance
Cornell University 1994 — 1998
BS, Operations Research and Industrial Engineering
independent January 2013 - Present
The World Bank April 1998 - December 2012
JPMorgan Chase September 1981 - September 1998
Skills
Emerging Markets, Economics, Banking, Microfinance, International..., Risk Management, Financial Analysis, Macroeconomics, Economic Research, Development Economics, International Finance, Econometrics, Corporate Finance, Project Finance, International Economics, Private Equity, Financial Modeling, Private Sector..., Investment Banking, Economic Policy
Education
Columbia University - Columbia Business School 1979 — 1980
MBA, Finance
Guggenheim Securities January 2015 - Present
Law Offices of Alexander Sheers 2013 - January 2015
Mitsubishi UFJ Securities (USA), Inc. 2009 - 2013
JPMorgan Chase 2008 - 2008
Bear Stearns 1994 - 2008
Shearman and Sterling 1985 - 1994
Spengler Carlson Gubar Brodsky & Frischling 1983 - 1985
Skills
Capital Markets, Investment Banking, Corporate Finance, Corporate Governance, Derivatives, Mergers, Private Equity, Compliance, Regulatory Affairs, Investments
Education
Columbia Law School 1980 — 1983
JD, Law
Princeton University 1977 — 1980
MA, Comparative Literature
University of Massachusetts, Amherst 1973 — 1977
BA, Comparative Literature
Phillips Exeter Academy 1970 — 1972
McKesson December 2014 - Present
McKesson February 2013 - Present
Metro PCS November 2010 - February 2013
TracFone Wireless January 2009 - December 2010
JPMorgan Chase June 2006 - October 2008
washington mutual bank 2006 - 2008
John Eagle Honda August 2001 - May 2006
Skills
Business Intelligence, SQL, SAP BW, SAP, Business Analysis, SSRS, Business Objects, SAP ERP, SSIS, Management, Access, Databases, Process Improvement, Analysis, Data Analysis, Project Management, Team Building, Forecasting, Customer Service, Vendor Management, Data Warehousing, Business Process..., Telecommunications, Quality Assurance, Visio, Finance, Team Leadership, Microsoft Office, Microsoft Excel, Oracle, Software Documentation, Training, CRM, Time Management, Accounting, Financial Analysis, Microsoft SQL Server, Master Data Management, Analytics, Database Administration
Education
Columbia Southern University
Bachelor of Science (B.S.), Business Administration, information Technology
JPMorgan Chase May 2010 - September 2012
JPMorgan Chase April 2009 - May 2010
JPMorgan Chase July 2007 - May 2010
Citigroup February 2006 - July 2007
Citigroup August 2004 - February 2006
Raytheon Missile Systems June 2001 - June 2002
Charter Research Corporation April 2000 - January 2001
Moodys Investor Services June 1998 - April 2000
Skills
Financial Modeling, Investment Banking, Fixed Income, Corporate Finance, Valuation, Investments, Capital Markets, Financial Analysis, Mergers, Risk Management, Equities, Hedge Funds, Portfolio Management, Credit, Banking
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, Economics, and Management
Wellesley College 1994 — 1998
BA, Biological Sciences and Philosophy
Baldwin Senior High School 1990 — 1994
High School Diploma
T. Rowe Price September 1980 - December 2010
JPMorgan Chase August 1975 - July 1980
Skills
Equities, Portfolio Management, Mutual Funds, Valuation, Hedge Funds, Securities, Asset Management, Fixed Income, Bloomberg, Investment Strategies, Investments, Alternative Investments, Asset Managment, Investment Management, Equity Research
Education
Columbia University - Columbia Business School 1974 — 1975
M.B.A., Finance, Accounting
Cornell University 1968 — 1973
B.A., Urban Studies
Gilman School 1962 — 1968
Bank of America October 2013 - Present
JP Morgan Chase May 2010 - October 2013
JPMorgan Chase December 2006 - May 2010
National City Bank 1996 - 2006
JPMorgan Chase 1983 - 1996
Skills
Commercial Banking, Credit Risk, Sales Management, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Middle Market, Capital Markets, Commercial Lending, Credit, Finance, Financial Planning, Financial Services, Portfolio Management
Education
Columbia Business School
Master of Business Administration (MBA), Finance, General
Georgetown University
BS, Finance
UBS Investment Bank April 2015 - Present
Financial Services Projects, Technology, & Risk, LLC (FSTECHPROJ) November 2008 - Present
AERTH Business Technology, LLC February 2003 - Present
RBS Markets & International Banking February 2013 - May 2014
HSBC Securities April 2012 - February 2013
MF Global January 2011 - November 2011
MF Global March 2009 - January 2011
Soros Fund Management June 2003 - August 2008
JPMorgan Chase February 2004 - May 2005
Deutsche Asset Management April 2001 - October 2002
Skills
Risk Management, Fixed Income, Derivatives, Equities, Program Management, Trading, Portfolio Management, Electronic Trading, Mergers & Acquisitions, Hedge Funds, Financial Risk, Options, Interest Rate..., Dodd-Frank Act --..., Dodd-Frank Act -..., Financial Services, Asset Management, Trading Systems
Education
Agile University -- SCRUM course
Certified ScrumMaster
Assumption College
BSC, Economics, Marketing & Management
Columbia University - Columbia Business School
Fordham University
M.A., ABD, Economics
Capgemini January 2015 - May 2015
Capgemini June 2012 - December 2014
Capgemini June 2010 - June 2012
JPMorgan Chase May 2009 - August 2009
Metavante May 2008 - August 2008
Skills
Business Process..., Project Management, Data Analysis, Business Analysis, SAP, Business Strategy, Finance, Consulting, Management, Financial Modeling, Business Development, Microsoft Excel, Recruiting, Training, Cross-functional Team..., Client Relations
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA), Entrepreneurship, Retail
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance and Corporate Strategy
Partners Group September 2014 - Present
MacAndrews & Forbes November 2013 - June 2014
Graycliff Partners May 2012 - November 2013
CVC International January 2005 - February 2011
JPMorgan Chase August 2002 - January 2005
Skills
Mutual Funds, Mergers, Valuation, Investment Banking, Private Equity, Emerging Markets, Financial Modeling, Investments, Capital Markets, Venture Capital, Due Diligence, Corporate Finance, Hedge Funds, Alternative Investments, Corporate Development, Mergers & Acquisitions
Education
Stanford University 1999 — 2002
B.A., Economics, International Relations with Honors
Columbia University - Columbia Business School 2011 — 2012
MBA, Dean's Honors and Distinction (top 5%), Finance, Entrepreneurship
Nice-Pak Products, Inc. July 2011 - Present
US Corrugated May 2009 - June 2011
JPMorgan Chase November 2005 - May 2009
Sun Chemical September 2000 - November 2005
Pfizer May 1997 - September 2000
Coopers & Lybrand September 1991 - September 1996
Skills
Financial Reporting, Cash Management, Accounting, Tax, Risk Management, Business Strategy, Forecasting, Financial Analysis, Project Management, Financial Modeling, Leadership, Strategic Planning
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance and International Business
University of California, Berkeley, Haas School of Business 1987 — 1991
BS, Accounting and Finance
Izola Becker Home School August 2008 - May 2013
Home School Dad 2009 - 2013
CWF 2009 - 2013
Sure Staff 2012 - 2012
US Census Bureau April 2010 - June 2010
JPMorgan Chase February 2007 - July 2007
Dovenmuehle Mortgage 1997 - 2006
Inter Media Marketing July 1996 - June 1997
Joshua Christian Stores May 1996 - January 1997
Skills
Blogging, Customer Satisfaction, Customer Retention, Teaching, Call Centers, Home Schooling, Problem Solving, Letter Writing, Amortization Schedules, Escrow Analysis, Fraud Prevention, Google Docs, Critical Thinking, Employee Benefits, Employee Training, Customer Service, Training
Education
Columbia International University 1995 — 1996
Bible
Western Illinois University 1987 — 1992
BA, English
JPMorgan Chase February 1994 - July 2011
Education
Columbia Law School
BNY Mellon February 2009 - December 2011
BNY Mellon 2005 - February 2009
JPMorgan Chase 1994 - 2005
Education
Columbia Business School
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, MS, Chemical Engineering
JPMorgan Chase January 2014 - April 2014
JPMorgan Chase July 2011 - December 2013
Skills
Microsoft Office, SQL, Unix, Java, Perl, Product Management, Agile Methodologies
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2007 — 2011
Bachelor's degree, Mechanical Engineering and Computer Science
JPMorgan Chase June 2011 - Present
OTC Markets Group February 2010 - June 2011
Skills
Java, J2EE Application..., C++, Shell Scripting, Unix, Oracle SQL, WebSphere MQ, Web Services
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2009
Master of Science, Computer Science
JPMorgan Chase October 2010 - Present
JPMorgan Chase May 2008 - October 2010
Bear Stearns 2003 - 2008
Allegheny Energy May 2001 - April 2003
Bear Stearns & Company August 1997 - May 2001
Skills
Fixed Income, Trading Systems, Derivatives, Capital Markets, Credit, Credit Derivatives, Structured Products, Risk Management, Options, Electronic Trading
Education
Columbia Engineering 1997 — 1998
MS, Computer Science
Columbia University in the City of New York 1992 — 1997
MA/MPhil, Mathematics
University of California, Santa Cruz 1990 — 1992
BA, Mathematics
Greenhill & Co. April 2015 - Present
Jefferies LLC August 2014 - April 2015
JPMorgan Chase June 2013 - August 2013
Expand Research - a company of The Boston Consulting Group January 2010 - July 2012
Education
University of California, Berkeley, Haas School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2013 — 2013
University of California, Irvine 2006 — 2009
Bachelor's Degree
Queen Mary, U. of London 2008 — 2009
Davis Polk November 2011 - Present
JPMorgan Chase March 2013 - October 2013
Davis Polk May 2010 - August 2010
Camp Lanakila June 2006 - August 2009
Henry Street Settlement November 2007 - April 2008
Education
Columbia University School of Law 2009 — 2011
Doctor of Law (J.D.)
Washington University in St. Louis School of Law 2008 — 2009
1L Year
Harvard University 2002 — 2006
A.B., Social Studies
St. Mary's Episcopal School 1987 — 2002
High School
China Taiping Insurance August 2012 - Present
Street of Walls March 2012 - June 2012
Columbia University September 2010 - February 2012
China life Asset Management Company June 2011 - August 2011
JPMorgan Chase July 2010 - August 2010
China Life Insurance Company July 2007 - August 2007
Skills
VBA, R, Matlab, C++, Portfolio Optimization, Financial Modeling, Stochastic Calculus, Econometrics, Monte Carlo Simulation, Excel, Modeling, Financial Reporting, Bloomberg Terminal, Operations Research, Mathematics, Quantitative Analysis, Statistics, Quantitative Finance, Derivatives, Data Analysis, Fixed Income, Valuation, Trading, Financial Analysis, Risk Management, C, DCF, Time Series Analysis, Equity Derivatives, S-Plus, Statistical Modeling, Mathematica, Quantitative Analytics, Microsoft Excel, Investment Banking, Financial Engineering
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2011
Master of Science (M.S.), Operations Research
University of Warwick 2006 — 2010
Bsc/Msc, Mathematics, Operational Research, Statistics& Economics
EBS BrokerTec September 2011 - Present
JPMorgan Chase March 2009 - May 2010
Bear Stearns July 2007 - March 2009
Skills
Electronic Trading, Marketing, Foreign Exchange, Equities, Trading, Fixed Income, Investments, Bloomberg, Sales, Emerging Markets, Series 7, Capital Markets, Portfolio Management, Options, FX Options, Bonds, Fantasy Football
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
New York University 2003 — 2007
Bachelor of Science (BS), Sports Management
JPMorgan Chase 2013 - Present
United Stated Air Force April 1992 - Present
Skills
Valuation, Finance, Strategic Financial..., Financial Modeling, Banking, Financial Reporting, Accounting, Financial Analysis, Corporate Finance, Microsoft Excel
Education
Columbia Southern University 2011 — 2015
Finance, General
Southern Illinois University, Carbondale 2000 — 2004
Bachelor of Science (B.S.), Education and Development
JPMorgan Chase August 2011 - Present
Cravath, Swaine & Moore LLP 2001 - 2011
Education
Columbia Law School 1998 — 2001
JD
University of Pennsylvania 1994 — 1998
BA, Mathematics & Economics
US Department of Defense September 2010 - Present
DFAS September 2010 - Present
U.S. Army January 2007 - November 2010
JPMorgan Chase September 2001 - July 2005
Skills
Army, Cost Accounting, Process Improvement, Management Accounting, Journal Entries, Expenses, US GAAP, Budgets, Bank Reconciliation, Cash Flow, Great Plains Software, Accruals, Spreadsheets, Leadership, Project Planning, Fixed Assets, Cost Benefit, Variance Analysis, Military Operations, Capital Budgeting, Policy
Education
Columbia Southern University
Master’s Degree, Organizational Leadership
Columbia Southern University
Graduate Certificate, Project Management
Columbia Southern University
Graduate Certificate, Public Administration
Cleveland State University
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
JPMorgan Chase July 2013 - Present
Sills Cummis & Gross P.C. April 2012 - May 2013
Greenberg Traurig, LLP March 2009 - March 2012
Cadwalader, Wickersham & Taft LLP September 2007 - February 2009
Cadwalader, Wickersham & Taft LLP May 2006 - August 2006
Skills
Commercial Litigation, Transactional Law, Bankruptcy, Civil Litigation, Corporate Law
Education
Columbia University School of Law 2005 — 2007
J.D., Law
The Johns Hopkins University 2000 — 2004
B.A., Psychological and Brain Sciences
JPMorgan Chase July 2013 - Present
JPMorgan Japan December 2009 - July 2013
Anderson Mori & Tomotsune 2001 - 2009
Paul Hastings 2007 - 2008
Skills
Mergers & Acquisitions, Capital Markets, Securities, Corporate Governance, Joint Ventures
Education
Columbia Law School 2006 — 2007
Master of Laws (LLM)
Kyoto University
Bachelor of Laws (LL.B.)
Tennessee Housing Development Agency June 2015 - Present
Tennessee Housing Development Agency July 2013 - Present
Bank of America March 2011 - July 2013
JPMorgan Chase June 2009 - February 2012
Citi February 2002 - April 2007
Skills
Policy, FHA, Affordable Housing, Risk Management, Economic Development, Loans, Analysis, Financial Services, Finance, Management, Training, Mortgage Lending, Underwriting, Account Reconciliation, Internal Audit, Leadership, Program Management, Credit
Education
Columbia Southern University 2014 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JPMorgan Chase November 2011 - Present
United States Army July 1990 - March 2012
Skills
Banking, Relationship Management, Financial Services, Risk Management
Education
Columbia Southern University 2006 — 2010
Human Resources Management/Personnel Administration, General
JPMorgan Chase July 1991 - Present
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Georgetown University
Bachelor of Arts (B.A.), Economics
JPMorgan Chase February 2013 - Present
JPMorgan Chase July 2011 - January 2013
Simpson Thacher & Bartlett LLP October 2006 - January 2013
Education
Wake Forest University 1994 — 1998
Bachelor of Arts (B.A.), History/Latin American Studies
Columbia Law School
Doctor of Law (JD)