J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
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J.P. Morgan Employees
J.P. Morgan September 2012 - Present
Bank of America August 2009 - September 2012
UBS June 1997 - June 2009
National Center for Supercomputing Applications 1996 - 1997
Skills
Credit Risk, Market Risk, Counterparty Risk, Model Risk, Risk Management, Fixed Income, Derivatives, Capital Markets, Trading Systems, Interest Rate..., Credit Derivatives, Structured Products, Equities, Trading, Quantitative Finance, Project Management, Software Development, SDLC, Financial Risk, VAR, Capital, Basel III, CCAR, Financial Markets, Electronic Trading, Market Data, OTC Clearing, Data Management, Big Data, Data Warehousing, Business Intelligence, UX Design, User Experience, Agile Methodologies
Education
University of Illinois at Urbana-Champaign 1995 — 1997
Master of Science (MS), Computer Science
Boğaziçi University 1990 — 1994
Bachelor of Science (BS), Computer Engineering
Uskudar American Academy
GE February 2015 - Present
Omne Mobile Payments, Inc. July 2013 - Present
Watertower Group June 2013 - August 2013
J.P. Morgan May 2008 - April 2013
Skills
Strategy, Business Development, Venture Capital, Mobile Payments, Start-up Ventures, Financial Modeling, Investments, Product Management, Building Relationships, Payments, International..., Mergers & Acquisitions, Corporate Finance, New Business Development, Financial Analysis, Investment Banking
Education
Duke University - Fuqua School of Business
MBA - Entrepreneurship and International Business
Boston College
BS - Economics, Operations & Strategic Mgmt, Spanish
Universidad Complutense de Madrid
William H. Hall High School
J.P. Morgan May 2015 - Present
Chase December 2013 - May 2015
The Brewery Recording Studio August 2012 - November 2014
New York Life Insurance Company June 2012 - November 2013
Binghamton Sound, Stage & Lighting October 2009 - May 2012
Education
State University of New York at Binghamton 2008 — 2012
Bachelor of Arts (B.A.), Economics
J.P. Morgan September 2013 - Present
Wireless Zone - Verizon Wireless Premium Retailer October 2011 - Present
Adecco Staffing, USA September 2012 - September 2013
Sears, Roebuck and Co. October 2010 - October 2011
Target October 2008 - October 2010
Skills
Mobile Devices, Time Management, Wireless, Microsoft Office, Microsoft Word, Microsoft Excel, Consulting, Customer Satisfaction, Customer Service, Data Entry, Electronics, Inventory Management, Sales, Retail, Social Networking
Education
Bloomsburg University of Pennsylvania 2006 — 2008
Computer Science
Bloomsburg University of Pennsylvania 2004 — 2006
Medical Imaging
J.P. Morgan May 2013 - Present
Alpari (US), LLC March 2011 - March 2013
GAIN Capital January 2010 - March 2011
Skills
FX Options, Equities, Fixed Income, Trading, Financial Markets, Asset Management, Securities, Electronic Trading, Foreign Exchange, Mutual Funds, Technical Analysis, Asset Allocation, Bonds, Financial Services, Finance, Equity Research
Education
State University of New York at Binghamton 2003 — 2005
Economics, Economics
J.P. Morgan REIT ControllerColony CapitalJune 2014 - February 2015
PwC July 2013 - June 2014
PwC July 2010 - July 2013
PwC August 2007 - July 2010
Skills
Business Process..., Business Process, Internal Controls, Mortgage Servicing, Technical Writing, Coaching Staff, Microsoft Excel, PowerPoint, Financial Reporting, Sarbanes-Oxley Act, Assurance, SEC filings, Auditing, Banking, SEC Filings, Accounting, Financial Analysis, Financial Modeling, GAAP
Education
Binghamton University - School of Management 2002 — 2007
B.S., Accounting
EJ Sterling August 2013 - December 2014
J.P. Morgan September 2011 - November 2012
Joseph Gunnar & Co. LLC January 2011 - June 2011
Brook Ville Capital Partners March 2010 - August 2010
John Thomas Financial January 2010 - April 2010
E.1.Asset Management July 2009 - January 2010
Skills
Series 7, Series 63, Financial Services, Securities, Finance, Financial Analysis, Investments, Mortgage Lending, Microsoft Excel, Equities, Portfolio Management, Management
Education
Borough of Manhattan Community College 2001 — 2004
Some college coursework, Business Management
Arturo Schomburg Satellite Academy 1999 — 2001
High School Diploma, Academics
Arturo Schomburg Satellite Academy
High School Diploma, Academics
Borough of Manhattan Community College
Business
Coney Island Prep July 2015 - Present
The Flatiron School March 2015 - August 2015
Uncommon Schools August 2014 - July 2015
Teach For America June 2014 - July 2014
Teach for America June 2012 - May 2014
Tennessee Department of Education June 2013 - August 2013
J.P. Morgan June 2011 - August 2011
Skills
Financial Modeling, Public Speaking, Classroom Instruction, Excel, Data Analysis, Behavior Management, Microsoft Excel, Research, Analysis, Teaching, Curriculum Design, Project Planning, Leadership, Classroom, Microsoft Office, Educational Leadership, Strategic Planning, PowerPoint
Education
Duke University 2008 — 2012
B.S.
Boğaziçi Üniversitesi / Bogazici University 2011 — 2011
Harvard Business School 2011 — 2011
Keller Williams Realty, Inc. January 2015 - Present
RealPage, Inc. July 2012 - January 2015
J.P. Morgan June 2010 - July 2011
CWS Apartment Homes July 2008 - March 2010
Skills
Efficient in MS Word, Excel, 65 WPM, Series 6, Series 63, Life Insurance License, PowerPoint, Organizing, Market Planning, Salesforce.com, Microsoft Excel, Sales, Customer Service, Sales Operations, Real Estate, Sales Presentations, SaaS, Business Development, Management
Education
Blinn College 2003 — 2005
Associate's degree, Psychology
J.P. Morgan December 2014 - Present
Vanguard 2014 - 2014
Maria Josephs Manor 2013 - 2014
WillowTree Wellness and Counseling LLC 2013 - 2014
Bloomsburg YMCA 2011 - 2013
Skills
Childcare, Public Speaking, Community Outreach, Event Planning, Research, Customer Service, Staff Development, Teaching, Curriculum Development, Program Development, Series 63, Financial Services, Client Relations, Public Relations, Social Media, Social Networking, Newsletters, Microsoft Office, Investment Advisory..., Registered Investment...
Education
Bloomsburg University of Pennsylvania 2010 — 2014
Bachelor of Liberal Arts, Communication and Media Studies
FINRA
Series 63 License, Banking and Financial Support Services
Binghamton University January 2015 - May 2015
J.P. Morgan January 2015 - April 2015
Lesko Financial Services September 2014 - December 2014
Asian Culture Club August 2011 - June 2013
Mathematics Learning Center, Suffolk County Community College August 2012 - May 2013
Skills
Microsoft Excel, Financial Analysis, Teamwork, Economics, Data Analysis, Leadership, Financial Modeling, Calculus, Statistics, Investments, Equity Research, SAS, Public Speaking, SQL, R, Management, Customer Service, Time Management, Event Planning
Education
Binghamton University - School of Management 2013 — 2015
Bachelor of Science, Management, Concentration: Quantitative Finance
Suffolk County Community College 2011 — 2013
Associate of Arts, Mathematics
Newfield High School 2007 — 2010
High School
Yew Chung International School (Hong Kong) 2004 — 2007
Global Leadership Institute at Boston College October 2013 - Present
Boston College October 2013 - Present
Enterprise Ireland September 2011 - November 2013
J.P. Morgan July 2010 - September 2010
3G Mobile November 2007 - February 2009
Skills
Event Management, International Business, Promotions, Market Research, Business Strategy, International Marketing, New Business Development, Marketing Communications, Entrepreneurship, Business Planning, B2B, International Sales, Marketing Strategy, International Trade, Business Development, Start-ups, Negotiation, Market Analysis, Marketing, Fundraising, Product Management, Strategic Partnerships, Marketing Management, Sales Management, Online Marketing, Competitive Analysis
Education
Boston College 2014 — 2017
Master of Business Administration (MBA), Master of Business Administration (M.B.A.)
Dublin Institute of Technology 2007 — 2011
BSc in Business and Management, Business and Management
Ecole supérieure de Commerce de Toulouse 2009 — 2010
Erasmus, International Business
RBC Investor & Treasury Services August 2014 - Present
J.P. Morgan May 2013 - August 2013
Sales and Trading Club - Richard Ivey School of Business September 2012 - April 2013
Metrolinx/GO Transit May 2012 - August 2012
Bishop's University September 2011 - April 2012
Bishop's University April 2011 - April 2012
Metrolinx/GO Transit May 2010 - September 2010
Habitat for Humanity International March 2010 - March 2010
Skills
Financial Analysis, Microsoft Excel, Teamwork, Microsoft Office, Time Management, PowerPoint, Research, Data Analysis, Business Analysis, Team Leadership, Equities, Microsoft Word, Non-profits
Education
The University of Western Ontario - Richard Ivey School of Business
HBA
Bishop's University 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Willett Advisors March 2014 - Present
J.P. Morgan January 2013 - March 2014
J.P. Morgan July 2011 - December 2012
J.P. Morgan July 2010 - August 2010
Treacy & Company January 2010 - May 2010
Carbon Capital Management August 2009 - December 2009
Monitor Group (now Monitor Deloitte) November 2009 - November 2009
Palladium Group August 2009 - August 2009
Boston Yacht Club April 2007 - August 2009
Sojourner House, Family Shelter September 2008 - May 2009
Skills
Financial Modeling, Start-ups, Research, Data Analysis, Marketing Strategy, Bloomberg, Valuation, Economics, Financial Analysis, Analysis, Corporate Finance, Marketing, Investments, Microsoft Excel, Portfolio Management, Market Research, Investment Banking, Fixed Income, Equity Research, Capital Markets, Private Equity, Strategy, Due Diligence, Derivatives, Asset Management, Equities, Business Development, Emerging Markets, Alternative Investments, Hedge Funds, Venture Capital, Bloomberg Terminal, Series 7, Securities, Relationship Management, Product Development
Education
Boston College 2007 — 2011
Bachelor's Degree
Peking University 2009 — 2009
St. John's Preparatory School 2003 — 2007
Tower School
Twitter August 2015 - Present
VigLink October 2014 - Present
Betterment May 2013 - Present
Betterment April 2013 - September 2014
BlackRock June 2011 - April 2013
LivingSocial September 2011 - September 2012
J.P. Morgan August 2010 - June 2011
JP Morgan June 2009 - July 2010
Lehman Brothers June 2008 - August 2008
Skills
Copywriting, Blogging, Community Management, Social Media..., Retirement Savings, 401k, ETFs, Resume Writing, Finance, Facebook, Social Media, Management, Performance Based..., Social Media Marketing, CRM, Strategy, Marketing, Investments, Microsoft Office, Advertising, Online Advertising
Education
Boston College 2005 — 2009
Bachelor of Arts (B.A.), Philosophy, Communications
Boston College 2005 — 2009
Bachelor's degree, Philosophy
BMO Harris Bank September 2014 - Present
J.P. Morgan August 2013 - September 2014
JPMorgan Chase January 2007 - August 2013
JPMorgan Chase July 2003 - January 2007
Bank One January 2000 - July 2003
Bank One April 1998 - January 2000
First National Bank of Chicago October 1995 - April 1998
Skills
AML, OFAC, CAMS, Training, Due Diligence, Sanction, Anti Money Laundering, Payments, Regulations
Education
Bob Jones University 1990 — 1994
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Oppenheimer & Co. Inc. February 2014 - Present
J.P. Morgan January 2013 - February 2014
Morgan Stanley December 2007 - January 2013
Stifel Financial Corp June 2004 - December 2007
Prudential Securities February 1998 - June 2004
Merrill Lynch August 1993 - March 1998
Education
Bloomsburg University of Pennsylvania 1987 — 1991
Bachelor of Arts, Economics and Computer Science
J.P. Morgan April 2014 - Present
Fidessa January 2013 - April 2014
Fidessa April 2010 - January 2013
Fidessa June 2009 - April 2010
Champion Learning January 2009 - June 2009
Rockwell Collins September 2007 - May 2008
American Museum of Natural History June 2003 - September 2003
Skills
Software Engineering, Python, Unix, Software Development, Linux, C++, Java, Programming, C, HTML, SQL
Education
State University of New York at Binghamton 2004 — 2008
BS, Computer Engineering
Stuyvesant High School 2000 — 2004
Independent Consultant 2010 - Present
Self Employed 2007 - 2009
J.P. Morgan 2004 - 2007
Self Employed 1993 - 2004
Skills
EHR configuration and..., Meaningful Use..., EHR and Practice..., Health Information..., Billing Setup and..., Server setup along with..., Producing and recording..., Public Speaking, EMR, EHR, Healthcare Information..., Consulting, Training, SQL, Testing, Systems Analysis, Databases, HIPAA, Hospitals, Integration, Healthcare, Software Documentation, Business Analysis, Strategic Planning, Customer Service
Education
University of Alabama
Master of Arts (M.A.), Vocational Rehabilitation Counseling/Counselor
University of Alabama at Birmingham
Epidemiology, Statistics
University of Tennessee-Knoxville
CE Credits
Birmingham-Southern College
Bachelor's degree, Psychology
Citi September 2014 - Present
Lincoln Financial Group November 2012 - March 2014
Nomura Securities June 2009 - November 2012
iTradeBonds.com November 2008 - August 2009
Barclays Capital January 2005 - December 2008
BNP Paribas 2004 - 2005
J.P. Morgan 1996 - 2002
Smith Barney 1995 - 1996
AT&T Bell Labs 1989 - 1995
Skills
Electronic Trading, Emerging Markets, Derivatives, Trading, Quantitative Analytics, Reference Data, Loans, Summit, Syndications, Intex, Batch Processing, Trace, Fixed Income, Market Risk, Investment Banking, Structured Products, Risk Management, Capital Markets, Equities, Credit Derivatives
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance
Stevens Institute of Technology 1987 — 1989
MS, Computer Science
Birla Institute of Technology and Science, Pilani 1982 — 1986
B.E (Hons), Electrical & Electronics Engineering
Cotton College 1979 — 1982
Pre University, Science
Year Up March 2014 - Present
J.P. Morgan July 2014 - February 2015
Bed Bath & Beyond July 2013 - September 2013
Skills
Retail, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Teamwork
Education
Borough of Manhattan Community College 2012 — 2012
Liberal Arts and Sciences/Liberal Studies
J.P. Morgan May 2006 - Present
The Hartford/PLANCO 2004 - 2006
Daniel A. Winters & Company, CPAs 2000 - 2004
Skills
Mergers & Acquisitions, CPA, Previously Series 27..., Finance, Financial Analysis, Accounting, Derivatives, Investment Banking, Financial Modeling, Analysis, Financial Reporting, Corporate Finance, Banking, Financial Accounting
Education
Bloomsburg University of Pennsylvania 1996 — 2000
B.S.B.A., Accounting
Boston College September 2012 - Present
Jewish Community Center- Mid Island August 2011 - Present
J.P. Morgan June 2015 - August 2015
Oasis Summer Camp July 2014 - August 2014
LASPAU Academic & Professional Programs January 2014 - May 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, Business Development, Social Media, Leadership, Teamwork, Spanish
Education
Boston College 2012 — 2016
Bachelor of Arts (BA), International Economics
Università degli Studi di Roma Tre 2014 — 2014
Bachelor's Degree, Facolta di Economia
Farmingdale High School 2008 — 2012
Advanced Regents Diploma
Deutsche Bank June 2014 - August 2014
SoftBank China Venture Capital August 2013 - September 2013
Merrill Lynch June 2013 - June 2013
Fuqua School of Business January 2013 - May 2013
J.P. Morgan June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Java
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics
Bosphorus University 2013 — 2013
Study Abroad Exchange Program, Economics
London School of Economics and Political Science 2012 — 2013
Summer Course, Further Statistics for Economics and Econometrics
Shanghai American School 2007 — 2011
J.P. Morgan January 2013 - Present
BNP Paribas November 2011 - January 2013
Nomura Securities October 2008 - November 2011
Lehman Brothers July 2003 - September 2008
Deutsche Bank August 1998 - July 2003
Education
Birkbeck, University of London 1999 — 2002
MSc, Finance
Queen's University Belfast 1994 — 1998
BSc (Hons), Finance
J.P. Morgan June 2012 - Present
Rage Frameworks Inc February 2012 - July 2012
Parametric Technology Corporation August 2010 - February 2012
Savings Bank Life Insurance June 2009 - May 2010
Brandeis University August 2008 - May 2010
Tata Consultancy Services July 2004 - July 2008
Education
Brandeis International Business School 2008 — 2010
MBA, International Finance
Birla Institute of Technology 2000 — 2004
B.S., Electrical Engineering
J.P. Morgan December 2013 - Present
Skills
Excel, Access, Word, PowerPoint, SharePoint, vlookup, countifs, tables, Microsoft Excel, Loans, Microsoft Word, Vlookup, Project Management, Mortgage Lending
Education
John Jay College of Criminal Justice 2007 — 2011
Bachelors Degree
Borough of Manhattan Community College 2004 — 2007
Associate's degree
Produce Capital January 2015 - Present
J.P. Morgan July 2014 - December 2014
Power Home Remodeling Group August 2013 - July 2014
Bloomsburg University January 2009 - December 2012
Skills
HTML5, CSS3, PHP, Python, Javascript, SQL, AngularJS, jQuery, Ruby, Peachtree Accounting, Excel (macros, pivot..., PowerPoint, Access, iWork, Microsoft Word, Visual Basic, Financial Analysis
Education
Bloomsburg University of Pennsylvania 2009 — 2012
Bachelor of Science (B.Sc.), Finance, General
Alliance High School 2004 — 2007
J.P. Morgan April 2013 - Present
Acorn Financial Services July 2012 - February 2013
PavXpress Inc. January 2007 - February 2013
Top Drawer Menswear January 2010 - December 2011
Skills
Sales, Management, Financial Analysis, Time Management, Variable Products, Investments, Account Management, Finance, Investment Banking, Analysis
Education
Bloomsburg University of Pennsylvania 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance with a Concentration in Personal Finance
Pascack Valley High School 2004 — 2008
Diploma
J.P. Morgan June 2008 - Present
SS&C GlobeOp August 2005 - June 2008
Credit Suisse September 2003 - August 2005
Credit Lyonnais Securities May 2000 - September 2003
J.P. Morgan November 1998 - May 2000
Skills
Investment Banking, Bloomberg, Mutual Funds, Hedge Funds, Asset Management, Credit, Valuation, Prime Brokerage, Fixed Income, Derivatives, Equities, Loan Servicing, Middle Office, Back Office, Structured Products, Equity Derivatives, Geneva, Markit Serv Port Rec, Microsoft Office, Securities, Financial Services, Onboarding, Cash and Asset...
Education
Borough of Manhattan Community College
Fiorello H Laguardia Performing Arts
Dance
J.P. Morgan January 2014 - Present
SCS Financial January 2012 - December 2012
BNY Mellon January 2010 - July 2011
Fidelity Investments 2007 - 2009
Fidelity Investments 2004 - 2006
Fidelity Investments 2003 - 2004
COLT Telecom (minority owned by Fidelity Investments) 2003 - 2003
Fidelity International 2002 - 2003
Fidelity International 1999 - 2002
Fidelity Investments 1988 - 1999
Skills
Product Marketing, Business Strategy, Wealth Management, Asset Management, Product Management, Strategic Planning, P&L Management, Marketing Strategy, Segmentation, Strategic Partnerships, Business Relationship..., Executive Management, New Business Development, Start-up Ventures, Growth Strategies, International, Alternative Investments, Start-ups, Financial Advisory, Hedge Funds, Fund Of Funds, Marketing, Relationship Management, Absolute Return
Education
UNIVERSITY OF TEXAS
Masters, Business Administration
Boston College 1984 — 1988
Bachelor of Science, Finance
J.P. Morgan July 2014 - Present
Wenner Media May 2013 - August 2013
Binghamton University Course Building and Academic Space Management Office February 2012 - May 2013
The Well Daily July 2012 - August 2012
Peter Cheng, CPA December 2009 - June 2010
Skills
Microsoft Excel, AutoCAD, Access, Microsoft Word, PowerPoint, Facebook, Accounting, Financial Analysis
Education
Binghamton University - School of Management 2010 — 2014
Bachelor’s Degree, Finance and Marketing
AIG December 2013 - Present
J.P. Morgan April 2010 - December 2013
Cognizant Technology Solutions September 2007 - December 2013
Merck 2009 - 2010
Infosys Technologies Ltd 2005 - 2007
Greenfield Online January 2005 - June 2005
Skills
Data Warehousing, ETL, Informatica, Oracle, Dimensional Modeling, SQL, Requirements Analysis, Unix Shell Scripting, Databases, PL/SQL, Oracle SQL, Testing, Business Analysis, Analysis, PMP
Education
Guru Gobind Singh Indraprastha University 2002 — 2005
M.C.A, Computers
Birla Institute of Technology 1999 — 2002
B.C.A, Computers
J.P. Morgan January 2014 - Present
J.P. Morgan January 2013 - December 2013
EGE Haina February 2012 - December 2012
Lloyds TSB Bank plc July 2008 - December 2010
Skills
Financial Analysis, Banking, Analysis, Corporate Finance, Private Banking, Project Management, Microsoft Office
Education
Thunderbird School of Global Management 2011 — 2011
MBA in Global Management
Boston College 2004 — 2008
Bachelor of Science in Business Management, Finance Major, Mathematics Minor
Carol Morgan School 1990 — 2004
High School Degree
JPMorgan Chase November 2013 - Present
Sapient Global Markets February 2012 - September 2013
MF Global July 2008 - February 2012
HSBC October 2005 - July 2008
J.P. Morgan 2000 - 2002
Skills
Fixed Income, Options, Capital Markets, Swaps, Dodd-Frank, FX Options, Equities, Valuation, Commodity, Securities, Risk Management, CDS, Product Control, Derivatives, Hedge Funds, Equity Derivatives, Structured Products, Basel III, CVA, Collateral Management, MBS, Enterprise Risk..., Business Development, Total Return Swaps, Credit Derivatives
Education
Binghamton University 1994 — 1998
BA, Economics and Political Science
Citi April 2015 - Present
Citi April 2012 - April 2015
J.P. Morgan November 2007 - April 2012
J.P. Morgan January 2004 - November 2007
New York Life Insurance Company September 2002 - December 2003
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Binghamton University - School of Management
BS
Gossling Construction August 2008 - Present
Frost & Sullivan 2011 - 2012
J.P. Morgan February 2008 - August 2008
Wachovia Bank 2005 - 2008
Skills
Market Analysis, Business Development, Team Management, New Business Development, Project Management, Entrepreneurship, Sales Management, Competitive Analysis, Sales, Management Consulting, Strategic Planning, Account Management, CRM, Marketing Strategy, Strategy, Market Research, Business Planning, Marketing, Strategic Partnerships, Product Development, Leadership, Start-ups, Business Strategy, Team Building
Education
Boise State University
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
SpaceX June 2015 - Present
J.P. Morgan November 2010 - May 2013
J.P. Morgan June 2007 - November 2010
Country Garden Holding Co. Ltd. September 2004 - June 2005
Skills
Leveraged Finance, Valuation, Capital Markets, Investment Banking, Financial Modeling, Financial Analysis, Marketing
Education
Boston College 2002 — 2007
BS, Finance and Marketing
Phillips Academy Andover 1998 — 2002
High School
UBS June 2014 - Present
J.P. Morgan May 2005 - May 2014
Education
Binghamton University - School of Management 1992 — 1996
Bachelor's degree, Accounting
J.P. Morgan October 2014 - Present
J.P. Morgan July 2013 - Present
Frozenberry May 2012 - Present
DBS Asia Capital June 2012 - August 2012
FX Concepts June 2011 - August 2011
Banco del Pichincha July 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Corporate Finance, Valuation, Bloomberg, Investment Banking, Equities, Finance, Hedge Funds, Banking
Education
Boston College 2009 — 2013
Colegio Menor San Francisco de Quito 1999 — 2009
Angelo, Gordon & Co. May 2014 - Present
Barclays May 2012 - April 2014
ABN AMRO Bank N.V. December 2011 - May 2012
MF Global May 2011 - November 2011
Schroders March 2011 - May 2011
BIDS Trading June 2010 - January 2011
New York University September 2009 - May 2010
J.P. Morgan July 2007 - July 2009
Global Hospitals May 2005 - August 2005
Skills
C++, C, VBA, Matlab, Unix, Bloomberg, Eviews, Microsoft Office, SQL Server, Minitab, SQL, Windows, HTML, Visual Basic, Access, MySQL, PL/SQL, Visual Studio, Excel, Numerix CrossAssetXL, Prysm, FastFill Seals, GMI, Clearvision, Market Risk, Credit Risk, Financial Modeling, Visio, Databases, Quantitative Finance, Quantitative Analysis, Capital Markets, Commodities, Portfolio Management, Basel, Electronic Trading, Trading Systems, Quantitative Analytics, Commodity, Trading, Derivatives, Options, Securities, FX Options, winfits, Crest, Oak, CVA, Prime Brokerage, Analysis
Education
New York University 2009 — 2011
Masters, Financial Engineering
Birla Institute of Technology and Science, Pilani 2003 — 2008
Masters, Economics
Birla Institute of Technology and Science, Pilani 2003 — 2008
Bachelors, Electronics & Instrumentation
J.P. Morgan 2014 - 2015
Skills
Troubleshooting, Incident Management, Service Delivery, Vendor Management, Disaster Recovery, Management, IT Management, Data Center, ITIL, IT Strategy, Process Improvement, IT Service Management, Risk Management, Cisco Technologies, Visio, Enterprise Architecture, Business Continuity, Project Planning, Program Management
Education
Borough of Manhattan Community College 1975 — 1977
AAS, Electrical Engineering
Kroll Bond Rating Agency, Inc. August 2015 - Present
J.P. Morgan March 2015 - August 2015
EY October 2012 - December 2014
EY October 2009 - September 2012
EY July 2008 - September 2009
Skills
Structured Finance, Fixed Income, Asset-backed..., Microsoft Excel, Analytical Skills, Financial Modeling, Financial Analysis, Due Diligence, Capital Markets, Corporate Finance, Valuation, CAS
Education
Binghamton University - School of Management 2003 — 2007
Bachelor of Science (B.S.), Accounting and Business/Management, Concentration in Finance
J.P. Morgan March 2015 - May 2015
Academic Services and Testing (DCC) January 2012 - December 2013
Sunoco February 2013 - September 2013
Skills
Microsoft Excel, Microsoft Access, Cash Handling Experience, Retail, Sales, Higher Education, Tutoring, Social Media, Operations Management, Customer Service, Microsoft Office, Financial Analysis, Research, Microsoft Word, Public Speaking, Access, Management, Information Management, Accounting, PowerPoint
Education
Binghamton University - School of Management 2014 — 2016
Accounting
Dutchess Community College 2011 — 2013
Associate of Science (A.S.), Business Administration
Dutchess Community College 2011 — 2013
Associate, Business Administration
Saint Mary's Academy 2010 — 2012
GCE Advanced (A) Levels, Business
Boricua College January 2015 - Present
NYC Business Solutions January 2013 - Present
Sleepy's April 2012 - July 2012
Champion Learning Center June 2011 - April 2012
J.P. Morgan August 2008 - December 2009
Century 21 NY November 2006 - August 2009
ABC Broadcasting Corp April 2006 - December 2006
ABC INC October 2004 - March 2006
Multicultural Music Group May 2002 - August 2005
Cognisa Security March 2003 - October 2004
Skills
Spanish-speaking, Microsoft Office, Photoshop, Customer Service, Sales, Internet, iOS, Music, Security, Human Resources, Sourcing, Data Entry, Goal-driven leader, Client Rapport, Commitment to Customer..., Committed to..., Up-selling, Persuasion, Achieving Results, Determination to Succeed, Success Driven, Customer Satisfaction, Sales Prospecting, Customer Service..., Product Knowledge, Social Media, Event Management, Event Planning, Program Management, Interviews, CRM, Management
Education
Boricua College 2015 — 2016
Bachelors Degree
Monroe College 2002 — 2004
Finanace
mise en place (mepNYC) November 2014 - Present
The Founder Institute 2015 - 2015
J.P. Morgan August 2012 - November 2014
J.P. Morgan March 2010 - August 2012
Aleutian Capital Partners January 2010 - March 2010
Xtract Research LLC May 2009 - August 2009
Smith Barney June 2008 - August 2008
Education
Boston College 2005 — 2009
Bachelor of Science (BS), Finance, General
Boston College 2005 — 2009
Bachelor of Science (B.S.), Management and Leadership
J.P. Morgan December 2013 - Present
Skills
QuickBooks, Dreamweaver, Accounting, Accounts Payable, Microsoft Excel, Financial Analysis, Customer Service, Cash Flow, Microsoft Word, Financial Reporting, Financial Accounting, PowerPoint, Microsoft Office
Education
Wilmington University 2013 — 2014
Master of Business Administration (MBA), Accounting
Bloomsburg University of Pennsylvania 2009 — 2013
Accounting, Accounting
Techstars January 2015 - April 2015
Google June 2011 - July 2013
J.P. Morgan June 2010 - August 2010
Skills
Product Management, Data Analysis, Project Management, Digital Marketing, HTML, CSS, Market Research, Business Development, Strategic Planning, JavaScript, Google Adwords, Google Analytics, Customer Advocacy, E-commerce, User Experience Design, Commercialization, Adobe Creative Suite, Feature Prioritization, SQL, Competitive Analysis, Payment Systems, Software Development, Partnerships, SaaS, Decentralization, Mobile Devices, Localization
Education
Boston College 2007 — 2011
Bachelor of Science (BS), Finance, Marketing, Philosophy, GPA: 3.74 [Magna Cum Laude]
Stanford University
Non-Credit Certificates via COURSERA, Computer Science
William Blair & Company September 2015 - Present
Morningstar October 2012 - August 2015
J.P. Morgan June 2010 - September 2012
Morgan Stanley February 2004 - August 2010
Skills
Business Analysis, Software Development, Leadership, Management, Portfolio Management, SDLC, Risk Management, Agile Methodologies, SQL, Analytics, Fixed Income, Equities, Asset Management
Education
The University of Chicago 2014 — 2016
Master's Degree, Financial Mathematics
University of Illinois at Urbana-Champaign 2001 — 2003
Master’s Degree, Computer Science
Birla Institute of Technology and Science, Pilani 1997 — 2001
Bachelor’s Degree, Electronics & Instrumentation
Thomson Reuters May 2015 - August 2015
J.P. Morgan July 2011 - July 2014
JDA Software January 2011 - June 2011
Skills
Transactional Banking, Cash Management, Analytics, VBA, C, SQL, SDLC, Data Analysis, Business Analysis, PL/SQL, Databases, Project Management, SAS Programming, R, Data Mining, SAS, Visio, Microsoft Excel
Education
University of Connecticut 2014 — 2015
Master's degree, Business Analytics and Project Management, 3.68/4
Birla Institute of Technology and Science 2007 — 2011
MSc tech, Information systems, 3.23/4
J.P. Morgan November 2014 - Present
Morgan Stanley May 2011 - November 2014
Deutsche Bank October 2007 - May 2011
AllianceBernstein January 2006 - October 2007
Skills
Equities, Hedge Funds, Derivatives, Swaps, Fixed Income, Equity Derivatives, Options, Middle Office, Capital Markets, Credit Derivatives, Securities, Client Development, Risk Management, Project Management
Education
NYU Stern School of Business 2012 — 2015
MBA, Finance, Strategy
State University of New York at Binghamton 2001 — 2005
BA, Economics
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Jefferies LLC January 2014 - May 2014
The Art Mission and Theater August 2013 - May 2014
Bad Boy Worldwide June 2013 - August 2013
Sports Authority June 2012 - August 2013
Skills
Microsoft Excel, Microsoft Word, HTML, Leadership, Valuation, Financial Modeling, Microsoft Powerpoint, CSS
Education
Binghamton University - School of Management 2011 — 2015
Bachelor of Science in Management, Concentration: Financial Engineering
Townsend Harris High School 2007 — 2011
J.P. Morgan April 2015 - Present
J.P. Morgan November 2014 - April 2015
J.P. Morgan August 2014 - September 2014
J.P. Morgan April 2014 - July 2014
UBS Wealth Management February 2013 - January 2014
Year Up September 2012 - July 2013
Skills
Microsoft Excel, Time Management, Access, Customer Service, Windows 7, Social Networking, Data Analysis, Microsoft Office, Microsoft Word, Research, Social Media, Teamwork, Public Speaking, Windows, English, Market Research, Equity Trading, Stock Market, Six Sigma, Analytical Skills, DTCC, Wealth Management, Investments, Equities, Securities, Finance, Financial Services, Account Reconciliation
Education
Year Up 2012 — 2013
Borough of Manhattan Community College
Business Administration
Credit Suisse December 2008 - Present
Credit Suisse February 2001 - November 2008
ABN AMRO Bank N.V. June 1999 - February 2001
Columbia University September 1997 - December 1999
New York University January 1998 - November 1999
J.P. Morgan July 1997 - June 1999
Citi October 1996 - July 1997
Bellcore December 1994 - October 1996
Skills
Treasury, Investment Banking, Trading Systems, Risk Management, IT Strategy, Enterprise Architecture, Electronic Trading, Software Development, Program Management
Education
Rutgers, The State University of New Jersey 1992 — 1994
Doctor of Philosophy (Ph.D.), Computer Science
Rutgers, The State University of New Jersey 1991 — 1992
Masters, Computer Science
Indian Institute of Technology, Bombay 1989 — 1991
Master of Technology (M.Tech.), Computer Science
Birla Institute of Technology and Science 1985 — 1989
Bachelors of Science (MS. Tech), Computer Science
J.P. Morgan January 2013 - Present
J.P. Morgan April 2011 - January 2013
Deutsche Bank September 2008 - April 2011
Citigroup June 2007 - August 2007
Citigroup June 2006 - August 2006
Skills
Series 7, Financial Modeling, Investment Banking, Equities, Risk Management, Internal Audit, Strategy, Financial Analysis, Project Management, Business Management, Reporting & Analysis, Metrics Reporting, Relationship Management, Personnel Management, Third Party Vendor..., Data Analysis, Budget Process, Asset Management, Fiduciary, Private Banking, Fixed Income, Investments, Derivatives, Banking, Valuation, Capital Markets
Education
Binghamton University - School of Management 2004 — 2008
Bachelor of Science, Management, Finance
The Blackstone Group March 2015 - Present
J.P. Morgan July 2013 - March 2015
CEO4Teens January 2007 - January 2015
Goode Partners June 2012 - August 2012
Nick Meyers June 2010 - August 2010
Skills
Public Speaking, Fundraising, Event Planning, PowerPoint, Non-profits, Microsoft Excel, Investments, Blogging, Microsoft Word, Sports, Social Media Marketing, Marketing, Nonprofits
Education
Boston College 2009 — 2013
Liberal Arts and Sciences/Liberal Studies, Senior
Phillips Academy Andover 2007 — 2009
Finally Light Bulb Company February 2015 - Present
Finally Light Bulb Company April 2014 - February 2015
J.P. Morgan June 2012 - November 2013
J.P. Morgan June 2011 - August 2011
EMC June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation, Equities, Financial Institutions, Capital Markets, Private Equity, Bloomberg Terminal, Venture Capital, Financial Analysis, Leveraged Finance, LBO, Bonds, Start-ups, Entrepreneurship, Series 7, Project Finance, Series 63, Mergers, Finance, Microsoft Office, Mergers & Acquisitions, Product Management
Education
Duke University 2009 — 2011
BA, Computer Science
Boston College 2007 — 2009
BS Candidate, Finance, Accounting
The Roxbury Latin School
North Lane Company May 2014 - Present
Kisco Run, LLC January 2015 - Present
Congo Kids Initiative October 2014 - Present
Oribe Hair Care July 2011 - April 2015
Nike August 2000 - January 2004
J.P. Morgan July 1998 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Teaching, Public Speaking, Budgets, Negotiation
Education
Boston College 1994 — 1998
Bachelor of Arts (BA), Economics
Saint Ignatius College Preparatory 1990 — 1994
J.P. Morgan August 2013 - Present
Fresh Digital Group November 2012 - August 2013
ClearHart Digital June 2012 - November 2012
Maxim Group June 2011 - July 2011
EdVenture Partners January 2011 - May 2011
Skills
Windows & Mac operating..., Google Docs, Dropbox, Pipedrive, Keynote, Prezi, Microsoft Office, Mobile Marketing, Mobile Devices, Social Media, Mobile Advertising, Marketing Strategy, Digital Marketing, Digital Media, Digital Strategy, Mobile Strategy, Competitive Analysis
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Marketing & Finance
Montefiore Medical Center November 2013 - Present
J.P. Morgan March 2010 - August 2012
Marcus Hilton CPA February 2008 - January 2010
Skills
Customer Service, Financial Planning, sales, Microsoft Office, Healthcare Management, Healthcare Information..., Management, Microsoft Excel, Leadership, PowerPoint, Research, Event Planning, Teamwork
Education
Borough of Manhattan Community College 2012 — 2015
Associate of Arts and Sciences (AAS), Registered Nursing/Registered Nurse
The University of the West Indies, Mona 2004 — 2008
Bachelor of Science (B.S.), Mathematics
JPMorgan Chase August 2014 - Present
J.P. Morgan June 2011 - Present
JPMorgan Chase April 2014 - August 2014
JPMorgan Chase July 2013 - April 2014
JPMorgan Chase February 2013 - July 2013
JPMorgan Chase July 2012 - February 2013
JPMorgan Chase 2011 - 2013
Capgemini June 2010 - August 2010
Fuze Bever LLC; subsidiary of CocaCola June 2009 - August 2009
Skills
Financial Services, Event Planning, Integrated Marketing, Digital Marketing, Operations Management, Financial Analysis, Trading Systems, FX trading, Marketing Strategy, Product Marketing, Buyer Behavior, Creative Direction, Dodd-Frank, OTC Transactions, Business Requirements, Strategic Planning, Strategic Communications, Focus Groups, Employee Relations, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Marketing, Management
Education
Villanova University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing Major with a Finance Minor
Bond University 2010 — 2010
Bachelor of Business Administration (B.B.A.), Marketing
Realmart Realty November 2014 - Present
The 451 Group August 2012 - August 2013
Wall Street Bazaar May 2011 - July 2012
GOLDMAN SACHS PRIVATE WEALTH MANAGEMENT (PWM) September 2008 - April 2011
JP Morgan Asset Management September 2000 - August 2008
J.P. Morgan June 1999 - August 2000
Anadolu Group September 1997 - April 1999
Skills
Asset Management, Wealth Management, Reporting & Analysis, Financial Planning, Budget Analysis, Financial Analysis, Asset Managment, Strategic Financial..., Budgets, Forecasting, Financial Reporting, Analysis, Leadership, Management, Finance, Auditing, Due Diligence, Financial Modeling, Mergers & Acquisitions, New Business Development, Project Management, Project Planning
Education
NYU 2001 — 2005
MBA, Finance & Marketing
Bogazici University 1994 — 1997
BA, Business Administration
JPMorgan Chase & Co. February 2014 - Present
J.P. Morgan June 2011 - Present
Deloitte Consulting LLP August 2004 - June 2011
Spartech Corporation 2008 - 2009
Weight Watchers International 2006 - 2007
Education
New Jersey Institute of Technology 2002 — 2003
Birla Institute of Technology 1998 — 2001
B.S., Computer Science
St. Columbas
Alvarez & Marsal November 2014 - Present
Alvarez & Marsal September 2011 - November 2014
J.P. Morgan June 2010 - February 2011
Charlie Palmer Group September 2010 - December 2010
Mint Cars On-Demand February 2010 - May 2010
Skills
Management Consulting, Business Strategy, Project Management, Salesforce.com, Market Research, CRM Databases, Strategic Planning, Marketing Strategy, Competitive Analysis, Business Process..., Salesforce.com..., Microsoft Excel, New Business Development, Client Relations, Financial Analysis, Financial Modeling, Business Planning, Corporate Finance, Due Diligence
Education
New York University 2009 — 2011
B.S., Media, Culture and Communications
Boston College 2007 — 2009
J.P. Morgan 2011 - Present
HSBC Bank June 2008 - May 2011
JP Morgan Chase Bank October 2005 - June 2008
E1 Asset Management March 2004 - October 2005
Joseph Stevens and Company, inc June 2002 - May 2003
Education
Borough of Manhattan Community College 2008 — 2011
Associates, Business Administration
Hunter College 2003 — 2003
Non-Degree, Philosophy
Wesleyan University 2000 — 2002
English
THE HOLDERNESS SCHOOL 1996 — 2000
J.P. Morgan November 2014 - Present
Skills
Data Analysis, Customer Relations, Strategic Planning, Problem Solving, Product Management, Risk Management, Team Building, Training, Hedge Funds
Education
Binghamton University - School of Management 2003 — 2005
B.S.
Sydney University 2004 — 2004
FAST Technology April 2010 - Present
Sharon O Photography July 2007 - March 2010
FAST Technology 2010 - 2010
J.P. Morgan September 1996 - September 1998
Accenture August 1990 - August 1996
Skills
Life Insurance, Agile Methodologies, Requirements Gathering, Web Services, Management, Client/server, Requirements Analysis, Software Design, Project Management, Telecommunications, Analysis, Risk Management, SDLC, Information Security
Education
Boston College 1986 — 1990
BS
Internship at Prime Computer
DGA Security Systems January 2010 - Present
J.P. Morgan June 2009 - October 2009
Con Edison June 2008 - August 2008
Con Edison June 2007 - August 2007
Skills
QlikView, Salesforce.com, Microsoft Office, Visio, Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Programming, Project Planning, Account Management, Troubleshooting, Management, Product Management, Customer Service, Business Intelligence, Security, Testing, Team Building, Integration, Fire Alarm, Leadership, Software Documentation, IP Cameras, Access Control, Databases, Contract Negotiation, Market Research, Cross-functional Team..., Call Centers, Strategic Planning, Video over IP, Operations Management, New Business Development, CCTV, Telecommunications, Administration, Business Development, Analysis, CRM, Training, Access, Alarm Systems, Networking, Outlook, Change Management, Computer Hardware, IP CCTV, Life Safety
Education
Binghamton University 2007 — 2009
MBA, Operations Management
Binghamton University 2004 — 2008
BS, Electrical Engineering
Bonwick Capital Partners July 2014 - Present
J.P. Morgan Asset Management July 2012 - July 2014
J.P. Morgan July 2010 - July 2012
Skills
Investments, Strategic Planning, Financial Modeling, Financial Services, human resources, Financial Analysis, Marketing, Valuation, Strategy, Research, Hedge Funds, Bloomberg, Bloomberg Terminal, Investment Banking, Project Management
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Developmental Psychology
Taft school 2006 — 2010
High School Diploma
Yapmo June 2013 - Present
The Infatuation April 2015 - Present
LivingSocial October 2011 - June 2013
J.P. Morgan June 2010 - October 2011
J.P. Morgan May 2008 - August 2009
Skills
Bloomberg, Social Media, Microsoft Excel, Training, Building Relationships, Series 7, Series 63, Salesforce.com, Dreamweaver, HTML, SQL, Project Management, Marketing, Email Marketing, Marketing Strategy, Strategy, Analysis, Management
Education
Boston College
BA, International Business
King's College London, U. of London
Study Abroad Program, Social Science and Public Policy
ICONIQ Capital September 2014 - Present
ICONIQ Capital June 2013 - September 2014
J.P. Morgan January 2012 - May 2013
J.P. Morgan July 2010 - December 2011
JP Morgan Asset Management June 2009 - June 2010
JP Morgan Asset Management May 2008 - June 2009
Education
Boston College 2004 — 2008
Bachelors of Science, Finance, Accounting
JP Morgan January 2014 - Present
JP Morgan April 2010 - December 2013
Atlantic Trust 2003 - April 2010
Bear Stearns 2000 - 2001
J.P. Morgan 1998 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Boston College 1993 — 1997
BA, English, with a minor in Film Studies
CAIA Chartered Alternative Investment Analyst
CAIA
Bloomberg LP October 2014 - Present
J.P. Morgan July 2012 - September 2014
JP Morgan March 2008 - June 2012
Bear Stearns July 2002 - 2008
Goldman Sachs 1998 - 2002
Analysts International Corporation (AIC) 1994 - 1998
National Computer Systems 1992 - 1994
Skills
Fixed Income, Securitization, Derivatives, Investment Banking, Equities, Trading Systems, Capital Markets, Electronic Trading, Asset Management, Options, Trading, Portfolio Management, Market Data, Risk Management, Sybase, Valuation, Financial Services, Financial Modeling, Hedge Funds, SDLC
Education
University of Minnesota-Duluth
Master of Science (M.Sc.), Computational and Applied Mathematics
Birla Institute of Technology & Science, Pilani
Bachelor of Engineering (B.Eng.), Mechanical Engineering
J.P. Morgan July 2011 - Present
PwC July 2010 - July 2011
PricewaterhouseCoopers September 2007 - June 2010
PricewaterhouseCoopers January 2005 - August 2007
D E SHAW & CO June 2004 - August 2004
Skills
International Tax, Tax
Education
Binghamton University 2003 — 2004
Masters, Accounting
Panjab University 1996 — 1999
Bachelors, Commerce
Allstate July 2014 - December 2014
TIAA-CREF November 2011 - June 2014
J.P. Morgan June 2010 - November 2011
Oracle May 2007 - May 2010
Tech Process Solutions Limited October 2005 - May 2007
Northern Trust Corporation April 2000 - September 2005
Education
Wayne State University 1994 — 1996
MS, Computer Engineering
Birla Institute of Technology and Science, Pilani 1989 — 1994
J.P. Morgan July 2013 - Present
Goldman Sachs June 2010 - July 2013
J.P. Morgan October 2006 - May 2010
Intergen March 2006 - August 2006
Skills
Bloomberg, Trading, Credit Derivatives, Fund Derivatives, Pensions, Exotic Derivatives, Regulatory Capital, Middle Office, Derivatives, Finance, Financial Services, Credit
Education
University of Strathclyde 2004 — 2005
MSc Finance, Finance
Bond University 2000 — 2002
BFIN, Finance
St. Xavier's College 1998 — 2000
Statistics
Mayo College 1991 — 1998
J.P. Morgan June 2013 - January 2014
Kingfisher April 2012 - June 2013
Hong Kong Polytechnic University 2010 - 2011
Ernst & Young LLP 2009 - 2010
International Student Volunteers 2009 - 2009
Ernst & Young LLP June 2008 - August 2008
A Musical Voyage 2008 - 2008
Morgan Stanley May 2007 - August 2007
Skills
Communications, Employee Engagement, Organizational..., Team Building, Talent Management, Management, Training, Teamwork, Performance Management, Talent Acquisition, Human Resources, Onboarding, Employee Relations, Recruiting, Sourcing
Education
Binghamton University - School of Management 2005 — 2009
Bachelor of Science, Double major - Leadership & Consulting, Accounting
Sha Tin College, Hong Kong 2003 — 2005
International Baccalaureate
Diocesan Girls' School, Hong Kong 1994 — 2003
Morgan Stanley October 2014 - Present
J.P. Morgan November 2012 - October 2014
Mercer Investments July 2010 - September 2012
Taylor Companies September 2009 - May 2010
BENNETT GROUP FINANCIAL SERVICES May 2009 - August 2009
Skills
Analysis, Portfolio Management, Investments, Finance, Financial Analysis, Investment Banking, Equities
Education
The George Washington University - School of Business 2007 — 2010
Bachelor of Business Administration, Finance and International Business
Bond University 2008 — 2008
BBA, Finance
Guardian Life October 2013 - Present
Citi April 2012 - October 2013
Citigroup February 2010 - April 2012
Citigroup April 2008 - January 2010
UBS Wealth Management January 2007 - April 2008
Citi July 2003 - January 2007
UBS Wealth Management October 2002 - July 2003
J.P. Morgan August 2001 - September 2002
UBS Wealth Management January 2001 - August 2001
Citi September 2000 - January 2001
Skills
Solution Architecture, IT Strategy, Enterprise Architecture, Application Development, Business Intelligence, IT Governance, Middleware, Project Management, Business Process..., ETL Tools, Java/J2EE, Web Services, SOA, Buriness Process..., Business Activity..., Messaging, Enterprise Service Bus, Databases, Information Security, GUI, Integration Architecture, Integration, Software Development, CRM, Strategy, Governance
Education
Columbia University in the City of New York 2011 — 2013
MS, Technology Management
New Jersey Institute of Technology 1995 — 1996
MS, Engineering
Birla Institute of Technology and Science 1989 — 1993
Bachelor of Engineering (BE), Engineering
J.P. Morgan December 2013 - Present
Credit Suisse December 2004 - November 2013
Deutsche Bank May 2001 - December 2004
Brown Brothers Harriman February 1999 - May 2001
Morgan Stanley September 1996 - January 1999
Skills
Derivatives, Business Analysis, Risk Management, Project Management, Business Process..., Hedge Funds, Change Management, Middle Office, Program Management, Asset Managment, Asset Management, Business Transformation, Change Leadership, Organizational Change, Project Planning, Dodd-Frank, Capital Markets, Private Banking, Operational Risk
Education
State University of New York at Binghamton
Bachelor of Arts (B.A.), Biology, History
Bronx High School of Science
National Grid January 2014 - Present
J.P. Morgan June 2013 - October 2013
J.P. Morgan May 2012 - May 2013
Con Edison March 2012 - May 2012
Suga Productions October 2010 - February 2012
New York Center for Autism Charter School February 2011 - March 2011
The New York Women's Foundation April 1999 - September 2010
Time Warner Cable February 1997 - March 1999
NewsTalk Television January 1996 - December 1996
NewsTalk Television January 1995 - December 1995
Skills
Accounts Payable, Financial Reporting, Payroll, Reconciliation, Administration, Budgeting, Billing, Benefits Administration, Funding, Fixed Assets, General Administration, Office Equipment, Financial Accounting, Office Management, Cash Flow, Financial Management, General Ledger, Preparation, Accounting, Administrative Support, Audit, Facilities Management, Purchasing, Quickbooks, Financial Analysis, Bookkeeping, Accounts Receivable, Expenses, Coordination, Auditing, Employee Benefits, Excel, PeopleSoft, Word, Supervisory Skills, Invoicing, Microsoft Office, Payroll Processing, Customer Relations, Compliance, Non-profits, ADP, Employee Relations, Teamwork, Hiring, Balance, Account Reconciliation, Problem Solving, Inventory Management, Access
Education
Borough of Manhattan Community College 1981 — 1983
Associate's degree, Business Administration and Management, General
State University of New York at New Paltz 1979 — 1981
B.A., Business Administration
JPMorgan Chase & Co. January 2014 - Present
J.P. Morgan September 2012 - December 2013
J.P. Morgan August 2011 - September 2012
Hahn Brothers May 2009 - August 2011
Morgan Stanley February 2007 - May 2009
IBM Global Financing 2002 - 2006
IBM Global Financing 2000 - 2002
IBM Global Financing 1999 - 2000
IBM 1996 - 1999
General Electric Capital September 1997 - May 1998
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1991 — 1993
Master of Business Administration (M.B.A.)
Boston College 1983 — 1987
BS, Finance
J.P. Morgan June 2014 - Present
Ernst & Young February 2011 - May 2014
Legg Mason Asset Management 2005 - February 2011
Legg Mason October 2005 - January 2008
Skills
Corporate Actions, Securities, Bloomberg, Equities, Fixed Income, Asset Managment, ETFs, Mutual Funds, Project Management, Business Process..., Business Process Design, Management Consulting, Risk Management, Fund Of Funds, Hedge Funds, Financial Services, Fund Accounting
Education
Binghamton University - School of Management
J.P. Morgan November 2013 - Present
eureQa, LLC January 2013 - November 2013
Tripod Technologies, LLC April 2008 - November 2013
New Jersey Turnpike Authority April 2008 - May 2010
JP Morgan chase 2003 - 2008
Skills
Integration, Enterprise Architecture, SDLC, SOA, Java, Cloud Computing, Testing, Java Enterprise Edition, Requirements Analysis, Agile Methodologies, Software Project..., Oracle, Data Warehousing, PL/SQL, Vendor Management, Pre-sales, IT Strategy, Microsoft SQL Server, Program Management, Scrum, Business Intelligence, Software Development, Architectures, Selenium, Unix, SQL, Web Services, Solution Architecture
Education
Birla Institute of Technology 1999 — 2003
J.P. Morgan August 2013 - Present
Deloitte October 2011 - April 2013
Marks Paneth & Shron LLP October 2007 - September 2011
Skills
GAAP, SEC reporting, Audit, Accounting, Auditing, SEC filings, Private Equity, Internal Controls, CPA, Asset Management
Education
Binghamton University - School of Management 2003 — 2007
BS, Accounting
Booz & Company October 2013 - Present
J.P. Morgan November 2009 - March 2011
Capital IQ January 2009 - November 2009
Lehman Brothers July 2008 - December 2008
Lehman Brothers 2007 - 2007
Skills
Financial Analysis, Investments, Financial Modeling, Bloomberg, Valuation, Corporate Finance, Series 7, Microsoft Excel, PowerPoint, Asset Managment, Capital IQ, Microsoft Word, Microsoft Office, Derivatives, Equity Research, Capital Markets, Investment Banking
Education
Columbia Business School 2012 — 2013
Master of Business Administration (M.B.A.)
Boston College 2004 — 2008
Bachelor of Science (B.S.), Business Management
J.P. Morgan June 2007 - Present
Education
Boston College 2003 — 2007
BS, Finance, Operations & Strategic Management
Impact Charitable March 2015 - Present
JACK Foundation January 2015 - Present
GiveCorps March 2012 - April 2014
J.P. Morgan October 2010 - November 2011
Bank of America Merrill Lynch August 2009 - October 2010
Women's World Banking June 2008 - August 2008
Skills
Nonprofit Technology, Philanthropy, Capital Markets, Hedge Funds, Private Equity, Wealth Management, Social Impact, Asset Allocation, Investor Relations, Portfolio Management, Alternative Investments, Business Development, Strategic Planning, Non-profits, Fund Of Funds, Nonprofits, Financial Modeling
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
Boston College 2000 — 2004
BA, Psychology
KPMG December 2014 - Present
Silver Point Capital December 2008 - May 2014
Silver Point Capital June 2004 - December 2008
J.P. Morgan June 2001 - February 2003
Skills
Hedge Funds, Alternative Investments, Investments, Private Equity, Valuation, Real Estate, Accounting, Operations Management, Management, Equities, Project Management, Trading Systems, Microsoft Excel, Microsoft Word, Due Diligence, Securities
Education
Boston College 1997 — 2001
Bachelor's degree, Economics and Psychology
Fairfield College Prepatory School 1993 — 1997
J.P. Morgan April 2012 - Present
J.P. Morgan September 2011 - April 2012
JP Morgan June 2010 - September 2011
NYS Thruway Authority June 2009 - May 2010
New York Life Insurance Company May 2008 - August 2008
New York State Office of the State Comptroller June 2005 - August 2005
Skills
Bloomberg, Fixed Income, Derivatives, Capital Markets, Finance, Hedge Funds, Series 7, Investments, Securities, Investment Banking, Bonds, Financial Markets
Education
Binghamton University - School of Management 2006 — 2009
BS, Finance, Leadership & Consulting
J.P. Morgan September 2015 - Present
Columbia University in the City of New York September 2014 - August 2015
University of Southern California August 2009 - August 2014
Department of Electrical Engineering at Bogazici Univeristy September 2008 - June 2009
Department of Mathematics at Bogazici University August 2007 - September 2008
Skills
Signal Processing, Pattern Recognition, Machine Learning, Image Processing, Matlab, Algorithms, Mathematical Modeling, LaTeX, Neuroscience, Statistics, Image Analysis, Software Engineering, Simulations, Data Analysis, Numerical Analysis, Medical Imaging, Data Science, Data Mining, Python, deep learning, Unix, Predictive Modeling, Regression Analysis, Logistic Regression, Git
Education
University of Southern California 2009 — 2014
Doctor of Philosophy (Ph.D.), Electrical Engineering
Bogazici University 2002 — 2009
BS and MS, Electrical Engineering
Eskisehir Fatih Anadolu Lisesi 1995 — 2002
J.P. Morgan May 2012 - Present
Goldman Sachs June 2011 - April 2012
Morgan Stanley 1996 - June 2011
Education
Binghamton University - School of Management 1988 — 1992
Bachelor of Science, Accounting
Morgan Stanley August 2014 - Present
J.P. Morgan March 2010 - March 2014
Cantillon Capital Management LLC November 2009 - March 2010
Morgan Stanley 1993 - 2009
Ernst & Young 1991 - 1993
Margolin, Winer & Evens LLP 1988 - 1991
Skills
Portfolio Management, Mutual Funds, Equities, Interest Rate Swaps, Fixed Income, Options, CDS, FX Options, Hedge Funds, Asset Managment, Equity Swaps, Financial Risk, Prime Brokerage, Financial Services, Alternative Investments, Investment Banking, Capital Markets, Derivatives, Trading Systems, Swaps, Fund Of Funds, Back Office, Investment Management, Investment Strategies, Operational Risk, Investments, Securities, Emerging Markets, Asset Management, Private Equity, ETFs, Securities Lending, Equity Derivatives, Credit Derivatives, Equity Trading, Bonds, Valuation, Fund Accounting, Middle Office, Fund Administration, Collateral Management, Financial Markets, Corporate Actions, Market Risk
Education
Binghamton University - School of Management 1984 — 1988
B.S., Accounting
Willett Advisors LLC January 2008 - Present
Millennium Partners 2006 - 2008
Clearwater Capital Partners, LLC November 2002 - January 2006
Olympus Capital Partners January 2002 - December 2003
The Sinon Group January 1999 - May 2002
J.P. Morgan October 1997 - July 2000
Ernst & Young October 1994 - October 1997
Skills
Fund Accounting, Accounting, Fund Of Funds, Hedge Funds, Financial Reporting
Education
Binghamton University - School of Management 1989 — 1994
BS, Accounting
The Kew Forest Prepatory School 1983 — 1989
Eton Park October 2011 - Present
J.P. Morgan September 2009 - October 2011
Apollo Management, LP June 2008 - September 2009
Ernst & Young October 2006 - June 2008
Skills
Partnership Taxation, Tax, Hedge Funds, Tax Preparation, International Tax, Private Equity, Tax Accounting, Corporate Tax, Financial Accounting, Internal Controls
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MS, Taxation
Binghamton University - School of Management 2003 — 2006
B.S, Accounting
J.P. Morgan February 2014 - Present
J.P. Morgan August 2010 - February 2014
State Street October 2009 - August 2010
Prudential Financial June 2008 - August 2008
Education
Boston College 2005 — 2009
BSc, Finance, Accounting
Technical Analysis Group, LLC April 2012 - Present
Morgan Stanley 1999 - 2012
J.P. Morgan 1985 - 1999
3-D Technicals January 1980 - January 1986
Skills
FX, MBS, Fixed Income, Electronic Trading, Derivatives, Bloomberg, Risk Management, Commodity, Hedge Funds, FX Options, Financial Markets, Trading Systems, Financial Modeling, Asset Allocation, Technical Analysis, Alternative Investments, Stock Market, ETFs, Options, Swaps, Portfolio Management, Hedging, Investments, Asset Managment, Kung Fu, Bonds, Market Data, FX trading, Equity Trading, Currency, Foreign Exchange, Equity Derivatives, Trading, Series 7, Wealth Management, Mutual Funds, Emerging Markets, Equities, Investment Strategies, Capital Markets, Investment Banking, Securities, Valuation, Financial Risk, Financial Analysis, Series 63, Trading Strategies, Investment Advisory, Equity Research, Investment Management
Education
Boston College 1977 — 1981
Economics & Finance, 1.618 ;-)
PwC November 2014 - Present
J.P. Morgan September 2013 - October 2014
J.P. Morgan February 2012 - September 2013
J.P. Morgan July 2010 - February 2012
J.P. Morgan June 2009 - August 2009
Brown Brothers Harriman June 2007 - August 2007
Skills
Team Leadership, Project Management, Manage project..., Product Lifecycle..., Product Development, Derivatives, Foreign Exchange, Generate ideas for..., Presentations, Analytical reasoning, Financial Analysis, Business Analysis, Data Analysis, Requirements Gathering, Visio, VBA, Microsoft Office Suite..., Dodd-Frank, International..., Financial Regulation
Education
M.B.A, Binghamton University - School of Management 2013 — 2014
Master of Business Administration (MBA)
Binghamton University - School of Management 2006 — 2010
B.S. Cum Laude in International Management & Marketing
Mamaroneck High School 2002 — 2006
J.P. Morgan January 2013 - Present
JPMorgan March 2010 - January 2013
JPMorgan Chase & Co. May 2006 - March 2010
Education
Binghamton University - School of Management
J.P. Morgan March 2015 - Present
Synchrony Financial February 2013 - March 2015
GE Asset Management July 2012 - February 2013
GE Asset Management September 2010 - February 2013
KPMG September 2008 - September 2010
KPMG US September 2006 - September 2008
KPMG US June 2007 - February 2008
Skills
Project Management, Corporate FP&A, Financial Modeling, Hyperion Planning, Hyperion Essbase, Hyperion HFM, Business Objects, Oracle General Ledger, External Audit, Investment Valuation, US GAAP reporting, Financial Reporting, Mutual Funds, CPA, Microsoft Excel, PowerPoint, Product profitability, Internal Controls
Education
Binghamton University - School of Management 2002 — 2006
BS, Accounting
Havas Media 2002 - Present
Nabisco Group Holdings 1995 - 1999
Coach Leatherware 1994 - 1995
J.P. Morgan 1993 - 1994
Coopers & Lybrand 1990 - 1993
Skills
Financial Analysis, Forecasting, Financial Reporting, Internal Controls, General Ledger, Managerial Finance, Strategic Financial..., Accounting, Corporate Finance, Strategy, Mergers & Acquisitions, Sarbanes-Oxley Act, Cash Flow, Business Planning, Management Consulting, Financial Accounting, Financial Modeling, Microsoft Office, IFRS, Analytics, Project Management, Budgets, Analysis, Revenue Recognition, Working Capital..., Auditing
Education
New York University - Leonard N. Stern School of Business 1997 — 2000
MBA, IT, Finance and Operations Management
Binghamton University - School of Management 1986 — 1990
BS, Accounting
DePaul University September 2013 - March 2015
Grainger June 2014 - August 2014
J.P. Morgan 2012 - 2013
J.P. Morgan 2010 - 2011
J.P. Morgan June 2009 - June 2010
J.P. Morgan 2008 - 2009
J.P. Morgan 2006 - 2008
Skills
Stakeholder Management, Change Management, Business Analysis, Process Management, Trade Finance, Analysis, Letters of Credit, Program Management, Banking, Business Process..., Back Office, Project Delivery, Process Improvement, Project Management, Relationship Management, Financial Services, Management, Internal Controls, Operations Management
Education
DePaul University 2013 — 2015
Masters in Information Systems, Information Systems
Birla Institute of Technology and Science 2002 — 2006
Master of Management Studies, Master of Management Studies
J.P. Morgan March 2015 - Present
Quinn Emanuel February 2013 - February 2015
Weitz & Luxenberg P.C February 2012 - January 2013
Obama for America August 2012 - October 2012
TheLadders August 2011 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Customer Service, Research, Social Media, Public Speaking, Teamwork, Windows, AutoCAD, Illustrator, E-Discovery Consulting
Education
State University of New York at Binghamton 2007 — 2011
Bachelor's Degree, Philosophy, Politics, and Law ;English
J.P. Morgan July 2000 - Present
Skills
CMBS, Trading, Capital Markets, Hedge Funds, Asset Management, Fixed Income, Derivatives, Structured Products, Structured Finance, Alternative Investments, Bloomberg, Bonds
Education
Boston College
BS, Finance
Ramius LLC March 2015 - Present
J.P. Morgan October 2014 - March 2015
Brown Brothers Harriman April 2011 - October 2014
The Forum Group August 2010 - April 2011
First American International Bank June 2008 - August 2008
Skills
Outlook, Data Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Fixed Income, Customer Service, Research, Marketing, Strategic Planning, Social Media, Project Management, Event Planning, Business Analysis, Access
Education
State University of New York at Binghamton 2006 — 2010
Bachelor of Science (B.S.), Economics specialization in Finance
J.P. Morgan March 2008 - Present
Bear Stearns June 2004 - 2008
Skills
Equities, Fixed Income, Investment Banking, Prime Brokerage, Hedge Funds, Securities, Capital Markets
Education
Binghamton University 2000 — 2004
J.P. Morgan May 2015 - Present
J.P. Morgan August 2014 - May 2015
JetBlue Airways January 2011 - February 2015
Best Buy September 2009 - February 2011
Staples November 2007 - September 2009
Acorn INC July 2007 - August 2008
Acorn INC July 2007 - August 2007
CVS Pharmacy July 2005 - April 2006
Skills
Team Leadership, Customer Service, Microsoft Publisher, iOS, Analytical Skills, Social Media, Social Networking, Financial Analysis, Financial Modeling, Strategic Financial..., Ethical Decision Making, Bloomberg Terminal, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Time Management, Access, Data Analysis, Analysis, Management, Leadership
Education
Baruch College - The City University of New York (CUNY) 2013 — 2015
Bachelor of Business Administration (BBA), Finance and Investment
Borough of Manhattan Community College 2011 — 2013
Honor Associate Degree of Art, Business Administration
Science Skills Center High School 2004 — 2008
Diploma, High School/Secondary Diplomas and Certificates
PNC Financial Services September 2004 - Present
J.P. Morgan July 1987 - September 2000
Skills
Financial Services, Risk Management, Process Improvement, Banking, Portfolio Management, SDLC, Vendor Management
Education
Binghamton University - School of Management 1983 — 1987
BS, Management
J.P. Morgan September 2014 - Present
Skills
Public Relations, Social Media, Event Planning, Editing, Adobe Illustrator, Adobe InDesign, Photoshop, Constant Contact, Facebook
Education
Boston College 2008 — 2012
Bachelor of Arts (BA), Communication, History, Cum Laude
Klingenstein, Fields & Co., L.L.C. September 2011 - Present
Lindsay Goldberg July 2008 - July 2011
J.P. Morgan March 2007 - June 2008
Morgan Stanley October 2004 - February 2007
DDB Worldwide Communications Group November 2002 - October 2004
Education
Binghamton University - School of Management 1998 — 2002
Bachelor of Science, Accounting
Student Managed Investment Fund March 2013 - May 2014
Duff & Phelps January 2013 - May 2014
BTIG, LLC 2014 - 2014
J.P. Morgan June 2013 - August 2013
AIESEC at The University of Georgia August 2011 - April 2012
Skills
Fluent in Japanese, International Sales, Sales Management, Sales, Public Speaking, Event Planning, Recruiting, Account Management, Leadership, Investment Banking, Financial Modeling, Portfolio Management, Chinese, Trading Strategies, Equity Research, Fixed Income
Education
The University of Georgia 2011 — 2015
B.C, Mathematics, 3.5
University of Georgia - Terry College of Business 2011 — 2015
B.B.A, Finance, 3.5
Boston College 2013 — 2013
BS, Accounting
J.P. Morgan July 2009 - Present
J.P. Morgan March 2007 - June 2009
J.P. Morgan October 2004 - February 2007
Booz Allen Hamilton March 2003 - October 2004
Goldman Sachs July 2000 - June 2002
Skills
Management, Strategy, Asset Management, Financial Analysis, Financial Modeling, Portfolio Management, Valuation, Investments
Education
Binghamton University - School of Management 1996 — 2000
Bachelor of Science in Management, Concentrations in Finance & Management Information Systems
university of miami
Artorius Management, LLC April 2010 - Present
TUDOR INVESTMENT CORPORATION June 1987 - December 1998
J.P. Morgan January 1986 - May 1987
Ernst & Young September 1983 - December 1985
Skills
Internal Audit, Internal Controls, Auditing, Accounting, Financial Analysis, GAAP, Cost Accounting, SEC filings, Tax Accounting, Sarbanes-Oxley Act, Finance, Financial Reporting, Financial Accounting, US GAAP, General Ledger, Consolidation, Bookkeeping, Fund Accounting, Financial Statements, Fixed Assets, Variance Analysis
Education
Boston College 1979 — 1983
Bachelor of Science (BS), Accounting, 3.7
Swiss Re November 2009 - Present
J.P. Morgan March 2008 - November 2009
Bear Stearns November 2004 - March 2008
Skills
Derivatives, Risk Management, Capital Markets, Market Risk, Portfolio Management, Valuation, Financial Analysis, Investments, Asset Management, Equities, Financial Markets, Hedge Funds
Education
State University of New York at Binghamton 2002 — 2004
Master of Business Administration (M.B.A.), Finance
Boğaziçi University 1998 — 2002
Bachelor's Degree, Mechanical Engineering
J.P. Morgan June 2001 - Present
Education
Boston College 1998 — 2002
Bachelor of Science (BS), Finance, General
Geller & Company August 2013 - Present
Barclays Investment Bank 2001 - Present
J.P. Morgan March 2000 - October 2001
Arthur Andersen Business Consulting November 1998 - March 2000
Arthur Andersen September 1994 - November 1998
Skills
CPA, Series 7, Series 63, Series 27, Member of AICPA, SAP ERP, Valuation, Fixed Income, FINRA, Finance, Bloomberg, Financial Services, Risk Management, Financial Analysis, Capital Markets, Financial Modeling, Investment Banking, Derivatives, Financial Reporting, Equities, Corporate Finance, Accounting, Hedge Funds
Education
Binghamton University - School of Management 1990 — 1994
Bachelor of Science (B.S.), Accounting
Kansai Gaidai 1993 — 1993
East Asian Studies
J.P. Morgan 2007 - 2013
Education
Birla Institute of Technology & Science, Pilani 2003 — 2007
Master of Management Studies, Business Administration and Management, General
FETSS (Fitness Equipment Technical Support and Services) March 2007 - Present
Fitnes-S 2003 - 2007
Self employed 1999 - 2006
J.P. Morgan 2002 - 2003
Ellenton ice arena 1999 - 2002
Scorpions (minor league hockey team) 1999 - 2002
Team USA - 2001 IIHF World Hockey Championship 2001 - 2001
MBNA 1997 - 1999
Tritons (minor league hockey) 1994 - 1995
Ice Warriors/Bears (minor league hockey) 1993 - 1994
Skills
Strategic Planning, Project Management, Leadership, Team Building, Sales, Research, Training, Team Leadership, Teaching, Coaching, Budgets, Marketing, New Business Development, Program Management, Negotiation, Project Planning, Business Development, Entrepreneurship
Education
American international school of Nice, France
Bond University
Bachelor's degree, Business Administration and Management, General
Pine Crest School
High school diploma