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
Envestnet, Inc October 2014 - Present
Placemark Investments January 2014 - October 2014
Placemark Investments January 2012 - January 2014
Placemark Investments January 2009 - January 2012
Placemark Investments November 2006 - December 2008
JP Morgan September 2004 - October 2006
MFS Investment Management January 2000 - September 2004
Chubb Securities / Jefferson Pilot December 1996 - January 2000
Evergreen Investments February 1996 - November 1996
Scudder, Stevens & Clark 1993 - 1996
Education
University of Massachusetts, Amherst
BA
MGM Resorts International 2014 - Present
Recyclebank 2013 - 2013
Recyclebank 2012 - 2013
Recyclebank 2010 - 2012
Harrah's Entertainment 2010 - 2010
Harrah's Entertainment 2007 - 2010
Harrah's Entertainment 2006 - 2007
Harrah's Entertainment 2005 - 2006
JP Morgan 2000 - 2003
JP Morgan 1998 - 2000
Skills
Analytics, Mergers & Acquisitions, Marketing, Financial Modeling, Strategy, Finance, Strategic Partnerships, Start-ups, Management, Leadership, Strategic Planning, Advertising, Business Strategy, Marketing Strategy, Change Management, Budgets, Customer Acquisition, Employee Engagement, Vendor Management
Education
University of Nevada-Las Vegas 2003 — 2005
Master of Science (MS), Hospitality Administration
University of Wisconsin-Madison - School of Business 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance & Accounting
JP Morgan August 2007 - Present
Bear Stearns August 2007 - June 2008
Prudential Financial August 2006 - June 2007
Skills
Equities, Equity Research, Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Investments, Corporate Finance, Bloomberg, Hedge Funds, Securities, Fixed Income
Education
University of Maryland College Park 2001 — 2005
Bachelor of Science (BS), Finance, General
DePaul University 2009 - Present
JP Morgan 2004 - 2008
Banc One Capital Markets 1999 - 2004
First Chicago NBD 1996 - May 1999
NBD Bank (National Bank of Detroit) 1973 - 1996
Skills
Leadership, Financial Analysis, Banking, Asset Management, Microsoft Office, Strategic Planning, Management, Finance, Financial Modeling, Public Speaking, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business 1971 — 1973
MBA, management and finance
University of Michigan - Stephen M. Ross School of Business 1967 — 1971
Bachelor of Business Administration (BBA)
Delaware Investments May 2013 - Present
JP Morgan June 2008 - May 2013
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Investments, Private Equity, Relationship Management, Microsoft Excel, Accounting, Business Analysis, Data Analysis, Fixed Income, Bloomberg, Process Improvement, PowerPoint, Series 7, Business Strategy, Equities, CRM, Microsoft Office
Education
University of Maryland College Park 2004 — 2008
Bachelor of Science (BS), Finance, General
J.P. Morgan October 2014 - Present
J.P. Morgan July 2012 - October 2014
JP Morgan June 2011 - August 2011
Merrill Lynch October 2010 - April 2011
The Chicago Bar Association June 2010 - August 2010
Chicago Daley Center June 2010 - August 2010
Ann Arbor Public Schools October 2009 - March 2010
Skills
Investments, Wealth Management, Economics, Bloomberg Terminal, Asset Allocation, Banking, Series 63, Series 7, Equities, Options, Financial Modeling, Capital Markets, Series 7 Certification, Bloomberg, Fixed Income, Portfolio Management, Argus Modeling, Real Estate
Education
University of Michigan 2008 — 2012
B.A., Economics
Natixis Global Asset Management January 2015 - Present
Natixis Global Asset Management November 2010 - January 2015
Meltwater Group November 2008 - February 2010
JP Morgan March 2008 - November 2008
Morgan Stanley June 2006 - January 2008
Skills
Investments, Finance, Asset Managment, Market Research, Management, Portfolio Management, Sales, Asset Management, Equities, Series 63, Series 7
Education
University of Miami - School of Business 2002 — 2006
BBA, Finance/Political Science
Mi-Corporation April 2014 - Present
Mi-Corporation December 2005 - April 2014
Star Pilot Technologies June 1998 - December 2013
Mi-Corporation March 2000 - December 2005
IBM June 1998 - March 2000
University of Maryland, Department of Communication and Business Services March 1997 - May 1998
IBM May 1997 - September 1997
University of Maryland November 1994 - March 1997
University of Maryland December 1995 - December 1996
JP Morgan June 1993 - September 1993
Skills
C++, ASP.NET, Cloud Computing, Web Applications, Java, Linux, JavaScript, MySQL, Quality Assurance, Agile Methodologies, Software Development, Apache, .NET, C#, Networking, Microsoft SQL Server, Unix, jQuery, SQL, C, Problem Solving, iOS, Android, Windows 7, Windows 8, Windows Server, WPF Development, WinForms, Knockout JS, Tablets, Anoto Digital Pen, Microsoft Office, Software Architectural..., GxP, Forms, Mi-Forms, Integration, Enterprise Software, VB.NET, XML, HTML, Object Oriented Design, Mobile Applications, Mobile Devices, SaaS, Software Design, Software Engineering, WPF, SDLC, Database Design
Education
University of Maryland College Park 1994 — 1998
BS, Computer Science
Manalapan High School 1990 — 1994
Capital Institute September 2009 - Present
Level 3 Capital Advisors, LLC January 2004 - Present
JP Morgan 1982 - 2001
Skills
Sustainability, Social Entrepreneurship, Corporate Social..., Investments, Venture Capital, Economics, Blogging, Sustainable Business, Climate Change, Public Speaking, Socially Responsible..., Entrepreneurship, Nonprofits, Non-profits, Private Equity, Strategic Partnerships, Sustainability..., Research, Start-ups, Strategy
Education
New York University - Leonard N. Stern School of Business 1985 — 1986
MBA, Business
University of Michigan 1978 — 1982
Bachelor's Degree, Economics
GE Capital August 2011 - Present
JP Morgan June 2009 - June 2011
UBS Investment Bank May 2005 - May 2009
Northern Trust April 2003 - May 2005
Education
University of Michigan 1999 — 2003
Bachelors, Economics
WR Hambrecht + Co November 2014 - Present
Steven Aaron Consulting June 2011 - October 2014
Charles Schwab October 2009 - October 2010
Wells Fargo Securities August 2003 - September 2008
JP Morgan May 2001 - June 2003
Chase, Hambrecht & Quist November 1999 - May 2001
Hambrecht & Quist September 1993 - February 2000
NASD November 1987 - August 1993
Skills
Compliance, Global Compliance, Financial Services, Broker-Dealer, NASD, Broker-Dealer Compliance, FINRA, Capital Markets, Investment Advisor..., Securities Regulation, General Securities..., Securities License, Private Placements, Chief Compliance..., compliance monitoring..., private client..., capital markets..., Written supervisory..., compliance manual, regulatory inquiries, regulators, operations compliance, AML Program, Compliance Consulting, Operations Management, Financial Regulation, Series 63, Securities, Finance, AML, Financial Markets, Options, Hedge Funds, Leadership, Series 7, ETFs, Management, Investment Banking, Mergers & Acquisitions, Series 24, Executive Management, Mutual Funds, Asset Management, Alternative Investments, Fixed Income, Equities, Investment Advisory, Trading, KYC
Education
University of San Francisco - Masagung Graduate School of Management 1986 — 1987
MBA
University of Oregon 1980 — 1984
B.S., Economics
Applied Technology Services June 2001 - Present
University of Maryland Baltimore County August 2010 - August 2012
Constellation Energy September 2005 - February 2009
Constellation NewEnergy 2005 - February 2009
T. Rowe Price August 2004 - August 2005
JP Morgan 2000 - 2004
Skills
Program Management, Process Improvement, Project Management, Change Management, Consulting, Networking, Business Analytics, Management, Sales, Enterprise Software, Business Analysis, Vendor Management, Requirements Analysis, SDLC, Management Consulting, Data Warehousing, IT Strategy, Visio, MS Project, Project Portfolio..., Business Intelligence, Integration, Agile Project Management, Business Process, Requirements Gathering, PMP, Business Process..., Risk Management, PMO, Software Project..., Disaster Recovery, Enterprise Architecture, IT Management, Agile Methodologies, SharePoint
Education
University of Maryland Baltimore County 2002 — 2005
MS, MIS
University of Maryland Baltimore County 1996 — 2000
BS, IFSM
SageView Advisory Group 2012 - Present
Quirk Wealth Advisors 2011 - 2012
Seacliff Capital 2004 - 2011
JP Morgan 1999 - 2002
Skills
Chartered Financial..., Certified Financial...
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Finance, History, Magna Cum Laude
Deutsche Bank October 2012 - Present
JP Morgan June 2008 - August 2012
Bear Stearns January 2006 - June 2008
Wellington Management October 2001 - December 2005
State Street March 1998 - October 2001
Automatic Data Processing July 1994 - February 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Options, Prime Brokerage, Private Equity, Securities, Series 7, Trading, Capital Markets, Equities, Hedge Funds, Trading Systems
Education
University of Massachusetts, Amherst 1990 — 1994
Agawam High
Northern Trust Hedge Fund Services June 2011 - Present
McGladrey December 2008 - May 2011
JP Morgan July 2005 - September 2008
First Industrial Realty Trust February 2002 - July 2005
Universal Access July 2000 - September 2001
Deloitte and Touche August 1998 - July 2000
Skills
Financial Reporting, Financial Analysis, Finance, Auditing, Accounting, Analysis, Corporate Finance, GAAP, Management, Budgets
Education
University of Notre Dame 1994 — 1998
BBA, Accountancy
SAG-AFTRA January 2000 - Present
Fujisankei Communications International May 2012 - Present
POW! Entertainment February 2005 - Present
Saki LLC January 2003 - Present
Productions Plus – The Talent Shop September 2004 - Present
Sony Computer Entertainment - GT Explore Studio / Plyphony Digital August 2011 - January 2012
JATV September 2007 - September 2011
various companies July 1997 - January 2003
Tokyo Broadcasting Systems November 1994 - June 1996
JP Morgan November 1992 - November 1994
Skills
Simultaneous..., Consecutive..., Document Translation, English Tutoring, English Pronunciation..., Japanese Tutoring, Events Organizing, Project Facilitation, Problem Solving, Organizational..., Japanese, English, Public Relations, Tutoring, Localization, Multilingual, Translation, Social Media Marketing, Marketing Strategy, Teaching, Intercultural..., Acting, Proofreading, Film, Research, Negotiation, Events Organisation, Marketing, Project Planning, Public Speaking, Social Networking, Technical Translation, Marketing Communications, Television, Event Management, Strategic Planning, Japanese culture, Microsoft Office, Project Management, Editing, PowerPoint, Spanish, Leadership, Event Planning, Creative Direction, Creative Writing, Voice Over, Social Media, Sales, Internationalization
Education
University of Michigan 1989 — 1992
BS, Math/Economics
FactSet Research Systems 2007 - Present
FactSet Research Systems 2005 - Present
Derivative Solutions 1999 - 2005
Sanford C. Bernstein 1995 - 1999
Global Advanced Technology 1991 - 1995
GAT 1991 - 1995
Global Advanced Technology (GAT) 1991 - 1995
Aiyer Investments, Banque Paribas 1989 - 1991
JP Morgan 1985 - 1989
Federal Reserve Bank of New York 1982 - 1985
Skills
Quantitative Analytics, Portfolio Management, Market Data, Fixed Income, Equities, Portfolio Optimization, Derivatives, Quantitative Finance, Bonds, Market Risk, Financial Markets, Credit Derivatives, Risk Management, Financial Modeling, Capital Markets, Structured Products, Bloomberg, Hedge Funds, Electronic Trading, Trading Systems, Options
Education
New York University - Leonard N. Stern School of Business 1982 — 1985
Advanced Professional Certificate, Investment Finance
University of North Carolina at Chapel Hill 1980 — 1982
MS, Operations Research
University of North Carolina at Chapel Hill 1977 — 1980
BS, Mathematics
Akamai Technologies May 1999 - Present
BearingPoint Consulting 1996 - 1998
JP Morgan 1994 - 1996
Skills
Streaming Media, Content Delivery, Content Distribution..., DRM, Interactive TV, IPTV, Web Video, Digital Video, Digital Distribution, Mobile Devices, VOD, Digital TV, Scalability, Mobile Internet, Digital Media, SaaS, Strategic Partnerships, Mobile Content, E-commerce, Monetization, Mobile Advertising, Mobile Applications
Education
University of Michigan 1990 — 1994
The Bank of New York Mellon Corporation 2005 - Present
SACCI Management Inc April 2003 - Present
Shared Assessments Group 2012 - 2014
CURE National 2012 - 2014
The Unity Project 2008 - 2011
The Bank of New York December 2005 - June 2006
JPMorgan Chase October 2000 - October 2005
JP Morgan October 2000 - October 2005
JPMorganChase 2000 - 2005
CSC 2000 - 2003
Skills
Business Process, Governance, Information Security..., Project Management, IT Strategy, Outsourcing, Vendor Management, Process Improvement, Program Management, IT Audit, Enterprise Architecture, Risk Management, SDLC, Management Consulting, Business Continuity, ITIL, Security, Information Security, Disaster Recovery, Financial Risk, CISSP, Leadership, Sarbanes-Oxley Act, CISA, IT Management, Management, Software Development, Data Center, Information Technology, Infrastructure, PMO, Project Portfolio..., PMP, Project Planning, Integration, Public Speaking
Education
University of Oklahoma - Price College of Business 1987 — 1991
Bachelor of Business Administration
Thomas A. Edison Sr. High School 1972 — 1976
Graduated cum laude
Almeda University
Master of Business Administration
University of Oklahoma
Bachelor of Science
University of Tulsa
Pursuing meteorology
Liberty Mutual Insurance July 2012 - Present
Lakes Region Disabled Sports December 2008 - Present
Choicelinx July 2011 - January 2012
UnitedHealth Group December 2008 - July 2011
Villa Realty Group, Inc November 2005 - September 2008
JP Morgan 2004 - 2005
Fidelity Investments 2000 - 2004
Skills
Employee Benefits, Insurance, Process Improvement, Customer Service, Microsoft Office, Salesforce.com, Team Building, Public Speaking, Strategic Planning, SQL, Customer Satisfaction, Management, Marketing, Microsoft SQL Server, Social Media Marketing, Social Media, Call Center, SaaS, Lead Generation, New Business Development, Call Centers, Leadership, Microsoft Excel, Program Management, Training, Vendor Management
Education
University of New Haven 1990 — 1994
Bachelor's degree, Business Administration with a Criminal Justive Minor
NICE Systems September 2011 - Present
ARCHIVE SYSTEMS, INC May 2008 - August 2011
RISKMETRICS GROUP, INC July 1998 - May 2008
JP MORGAN August 1995 - July 1998
Price Waterhouse November 1992 - August 1995
DDK & Company November 1991 - November 1992
Oppenheimer Capital August 1990 - November 1991
DREYFUS CORPORATION July 1989 - August 1990
Skills
Mergers, Accounting, Auditing, Executive Management, Financial Modeling, Mergers & Acquisitions, Risk Management, Due Diligence, Enterprise Software, Business Strategy, Cross-functional Team..., saas, Strategy, Start-ups, Finance, Analysis, Management, SaaS
Education
University of Missouri-Kansas City 1984 — 1989
Bachelor's degree, Accounting
EY August 2014 - Present
AgileThought August 2012 - August 2014
JP Morgan April 2003 - August 2012
Bank One April 2003 - January 2005
Zurich Insurance March 2002 - April 2003
Arthur Andersen 1998 - 2002
SunTrust Bank April 1995 - July 1998
Barnett Bank March 1993 - March 1995
U.S. Air Force 1987 - 1992
Skills
Management, Project Portfolio..., International Project..., Program Management, IT Strategy, SDLC, PMO, Software Project..., Vendor Management, Process Improvement, Banking, Project Management, Business Analysis, Risk Management, Scrum, Credit, Agile Project Management, PMI, Change Management, PMP, Business Process...
Education
University of Maryland University College 1987 — 1991
B.S., Economics
unpackingthebox March 2008 - Present
Sugar, Inc. March 2011 - August 2011
Esurance June 2005 - March 2011
HP July 2003 - June 2005
JP Morgan May 2000 - August 2001
UBS Warburg May 1998 - May 2000
Ernst & Young July 1996 - May 1998
Skills
Strength Based Coaching, Facilitation, Leadership Development, Coaching, Strategic Planning, Team Building, Cross-functional Team..., Staff Development, Business Development, Career Counseling, Work Life Balance, Workshop Facilitation, Strategy, Business Strategy, Entrepreneurship, Management Consulting, MBTI, Executive Coaching, Resume Writing, Interviews, Sales, Myers-Briggs Certified, Job Coaching, Management, Change Management, Human Resources, Organizational..., Analysis, Team Management, Organizational..., Executive Development, Career Development, Organizational Design
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
BS
College of Executive Coaching
Executive Coach
Fusion Analytics Securities LLC March 2007 - Present
Bear Stearns February 2001 - March 2002
Lehman Brothers January 1996 - January 2001
JP Morgan July 1994 - May 1996
Skills
Equities, Trading, Market Making, Trading Strategies, Securities, Series 7, Series 63, Equity Trading, Asset Managment, Proprietary Trading, Portfolio Management, Hedge Funds, Investments, Bloomberg, Alternative Investments, Options, Asset Allocation, Capital Markets, Equity Research, Asset Management
Education
University of Miami - School of Business 1978 — 1982
BBA, Business Administration and Management, General
Millbrook 1974 — 1978
KD Premier Properties March 2014 - Present
KD Kreations 1990 - 2015
KD Kreations 1990 - 2015
Collin County Adult Clinic 2011 - 2014
Keller Williams Realty 2007 - 2013
City of Plano 2007 - 2011
JP Morgan June 2005 - August 2006
Skills
Investment Properties, Real Estate, Real Estate Investor, Real Estate Transactions, Corporate Relocation, Residential Homes, Multi Family Properties, Relocation Buyers, Commercial Real Estate, Retirement Planning, Real Estate For College..., Wise Buy, Wise Sell, Real Estate Downsizing, Real Estate Upsizing, Investment Strategies, Customer Service, Investors, Relocation Advice, Seller Representation, Sellers, First Time Home Buyers, First Time home Sellers, Relocation, Listings, Property, Contract Negotiation, New Homes, Referrals, New Custom Homes, Public Seminars, Professional..., Investment seminars, College Savings Plans, Foreclosures, Sales, Management, Investments, Strategic Planning, Marketing, Team Building, Leadership, Public Speaking, Negotiation, Single Family Homes, REO, Strategy, Condos, New Home Sales, Buyer Representation
Education
North Central Texas College
Associate of Arts and Sciences (A.A.S.)
University of North Texas
Bachelor of Arts (B.A.)
Independent Contractor August 2011 - Present
United Media May 2006 - July 2011
Bank of America July 2003 - May 2006
Reuters 2000 - 2001
JP Morgan 1994 - 2000
IBM 1983 - 1994
Skills
IT Project Management, CRM software, Digital Asset Management, Project Management, Vendor Management, IT Strategy, Business Analysis, Program Management, Cross-functional Team..., Business Process, IT Management, Process Improvement, Business Intelligence, Outsourcing, PMO, Strategy
Education
University of Missouri-Columbia
Masters of Science, Electrical Engineering
Mallinckrodt Pharmaceuticals April 2014 - Present
Robert W. Baird & Co. August 2011 - March 2014
JP Morgan June 2008 - July 2011
Citigroup July 2006 - June 2008
Deloitte Consulting August 2001 - August 2004
Skills
Private Equity, Venture Capital, Strategy, Marketing Strategy, Management, Mergers & Acquisitions, Leadership, Financial Modeling, Finance, Due Diligence, Strategic Planning, Corporate Development, Equities, Restructuring, Leveraged Finance
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
Master of Business Administration (MBA), Accounting and Finance
Wabash College 1997 — 2001
BA, Economics and Mathematics
RST Marketing Communications January 2011 - September 2015
JP Morgan August 2000 - December 2010
The Canadian Payroll Association October 1999 - July 2000
Bank of Montreal 1997 - 1999
Skills
Advertising, Event Management, Budget Management, Marketing Communications, B2B, Marketing Management, Marketing Strategy, Integrated Marketing, Strategic Planning, Product Marketing, Account Management, Project Management, Client Relationship..., Program Development, Campaign Management, Thought Leadership, Editorial Strategy, Strategic Communications, Channel Marketing, Financial Services, Technology, Email Marketing, Content Marketing, CRM, Editorial, Messaging, Public Relations, Press Releases, Management, Digital Media, Market Planning, Direct Marketing, Corporate Communications
Education
University of Manitoba
B.A., English, Psychology
Consultant to the Commonwealth of Pennsylvania July 2013 - Present
Meridian Partners January 2011 - Present
V Technologies March 2010 - February 2011
South Florida Water Management District April 2001 - January 2011
Breakaway Solutions January 2000 - May 2001
cambridge technology partners 1997 - 1999
Cambridge Technology Partners 1995 - 1999
Capgemini Consulting June 1995 - June 1997
JP Morgan 1989 - 1995
Skills
SAP BPC Architect, SAP BPC Trainer, BPC, SAP BusinessObjects..., Business Intelligence, Business Objects, SAP BI/BW, Outlooksoft, Dashboards, SAP Profitability and..., Dashboard, Data Warehousing, Project Planning, SAP, SAP BI, SAP BW, BPCS, SAP ERP, SAP Netweaver, Business Process, SAP Implementation, ERP, Consulting, Management, Project Management
Education
University of Miami - School of Business 1996 — 1997
MBA, Finance
University of Maryland University College 1991 — 1993
BA, Computer Studies
JP Morgan January 2009 - Present
Capgemini Consulting April 2006 - January 2009
CitiGroup 2003 - 2006
Classic Group April 2001 - July 2003
Education
University of Mumbai 2005 — 2008
MBA, Systems
Southland Electrical Supply 2013 - 2014
Scura, Rise & Partners 2003 - 2010
JP Morgan 1998 - 2001
Bear Stearns 1994 - 1998
Prudential Securities 1990 - 1994
US Army Corps of Engineers 1982 - 1985
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Finance, Due Diligence, Valuation, Leveraged Finance, Finance, Financial Analysis, Financial Structuring, Private Placements, Equities, Restructuring, Mergers, Capital Markets, Financial Modeling, Mezzanine, IPO, Structured Finance, Strategy, Corporate Development, LBO, Investments, M&A experience, Business Planning, Divestitures, Joint Ventures
Education
University of Michigan 1988 — 1990
MBA, Finance and Accounting
Washington and Lee University 1978 — 1982
BA, Economics
Morgan Stanley September 2013 - Present
ING Investment Management April 2012 - November 2012
SunTrust Robinson Humphrey August 2011 - April 2012
JP Morgan April 2009 - May 2011
Morgan Stanley Investment Management December 2007 - December 2008
Morgan Stanley Investment Management November 2005 - December 2007
Vanguard April 2005 - November 2005
Vanguard September 2004 - April 2005
Vanguard January 2004 - September 2004
Skills
Derivatives, Fixed Income, Equities, Trading, Investment Banking, Securities, Bloomberg, Hedge Funds, Series 99, Asset Managment, Middle Office, Mutual Funds, Valuation, Series 63
Education
University of Nebraska-Lincoln 1998 — 2003
BS, Business Administration
JPMorgan Chase September 2009 - Present
JP Morgan June 2008 - September 2009
Bear Stearns June 2007 - June 2008
Globeop Financial Services May 2005 - May 2007
Education
University of Michigan 2001 — 2005
NYPPEX Private Markets May 2009 - Present
JP Morgan May 2007 - May 2009
Ameriprise Financial Services, Inc. May 2006 - June 2007
Skills
Investment Banking, Series 7, Investment Strategies, Due Diligence, Trading, Alternative Investments, Portfolio Management, Investments, Asset Managment, Private Equity, Valuation, Hedge Funds, Equities, Private Placements, Series 63, Series 79, Secondary Market, Bonds, Capital Markets, FINRA, Financial Analysis
Education
University of Michigan 2003 — 2006
Bachelor of Science (B.S.), Business Statistics
University of Notre Dame 2001 — 2003
Finance
Northern Trust September 2010 - Present
Wells Fargo, Wealth Management Group 2004 - January 2011
Wells Fargo 2004 - 2010
JP Morgan July 1999 - June 2004
Comerica Bank 1997 - 1998
Education
Abraham Lincoln University Law School
University of North Texas
BBA, Finance
Symantec February 2014 - Present
Symantec September 2012 - February 2014
American Express May 2011 - July 2011
Visa Inc. July 2008 - June 2010
JP Morgan July 2006 - June 2008
Skills
Financial Analysis, Payments, Financial Modeling, Valuation, Investment Banking, Emerging Markets, Corporate Finance, Due Diligence, Capital Markets, Business Strategy, Mergers & Acquisitions, Strategic Financial..., Finance, Corporate Development, Strategy
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance and Management
University of Michigan - Stephen M. Ross School of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Indian Language School 1992 — 2002
BlackRock January 2012 - Present
BlackRock September 2010 - January 2012
JP Morgan February 2010 - June 2010
Huron Consulting Group October 2008 - June 2009
CBOE June 2008 - August 2008
Alumni Hall Dawg Pizza October 2005 - December 2006
Education
University of Notre Dame 2004 — 2008
BA, Finance
WWE March 2014 - Present
Ally Financial June 2010 - February 2014
JP Morgan July 2007 - December 2008
JP Morgan May 2006 - August 2006
Citigroup July 2002 - July 2005
Skills
Financial Modeling, Investment Banking, Valuation, Finance, Strategy, Portfolio Management, Mergers & Acquisitions, Business Strategy, Management, Business Analysis, Financial Analysis, Due Diligence, Analysis, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Entrepreneurship
University of Miami 1998 — 2002
BBA, Accounting and Economics, Cum Laude
Columbus, Ohio July 2012 - Present
JP Morgan August 2001 - July 2010
Banc One / First Chicago NBD July 1996 - August 2001
National Bank of Detroit April 1987 - July 1996
National Bank of Detroit March 1986 - April 1987
Skills
Active Listening, Versatility, Client Facing Skills, Investment Strategies, Asset Managment, Professional Experience, Data Analysis, Fiduciary Management, Computer Proficiency, New Business Development, Trading, Communication Skills, Due Diligence, Energetic team player, Client Confidentiality, Trustworthy, Asset Management, Alternative Investments, Guitar, Percussion, Faith, Microsoft Office, Credit, Bloomberg, Strategy
Education
University of Michigan-Flint 1981 — 1985
BBA-Accounting, Accounting / Business
Founder House March 2015 - Present
Goldman Sachs July 2013 - March 2015
Goldman Sachs May 2012 - August 2012
JP Morgan June 2011 - August 2011
Woodmen of the World May 2010 - August 2010
Skills
Financial Modeling, Market Research, Financial Analysis, Strategic Planning, Valuation, Due Diligence, Problem Solving, Corporate Finance, Investment Banking, Investments, Bloomberg, Mergers & Acquisitions, Fundraising, Venture Capital, Private Equity, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Finance, Equities
Education
University of Notre Dame 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 4.0 GPA
WalkMe™ August 2015 - Present
Robert W. Baird & Co. January 2013 - July 2015
Jefferies & Company January 2011 - September 2012
Jefferies & Company 2010 - 2011
JP Morgan 2008 - 2009
Bear Stearns 2007 - 2008
Education
University of Notre Dame 2003 — 2007
BBA, Finance
Delbarton School 1999 — 2003
Crowe Horwath LLP November 2014 - Present
BSA AML May 2013 - Present
Commerzbank AG January 2014 - October 2014
JP Morgan August 2013 - December 2013
BNY Mellon June 2013 - August 2013
Wells Fargo January 2010 - January 2011
Morgan Stanley Investment Management September 2006 - February 2008
Philadelphia Stock Exchange March 2001 - July 2003
Philadelphia Stock Exchange March 2000 - March 2001
Skills
Investigation, AML, KYC, OFAC, FinCEN, PEP, Operational Due..., Due Diligence, Bank Secrecy Act, USA PATRIOT Act, Anti Money Laundering, Banking, Financial Risk, Internal Audit, Regulations, Securities, Financial Services, Finance, Risk Management
Education
University of Maryland University College 2003 — 2006
Master's of Science, Management/ Financial Management, B-
University of Maryland Eastern Shore 1995 — 1999
Bachelor's degree, Business Administration and Management, General, B-
AXA US March 2015 - Present
AXA November 2013 - Present
AXA Equitable July 2013 - Present
AXA Equitable 2011 - June 2013
Lehman Brothers 2009 - 2011
JP Morgan 2008 - 2009
Morgan Stanley 2007 - 2008
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Skills
Trading, Derivatives, Microsoft Excel, Banking, Equities, Investment Advisory, Securities, Retirement Planning, Portfolio Management, Mutual Funds
Education
University of Miami - School of Business 2003 — 2007
BBA, Finance
McGladrey 2010 - Present
Huron Consulting Group 2007 - 2010
Crowe Chizek 2006 - 2006
JP Morgan 2005 - 2005
United Kingdom Parliament 2005 - 2005
Skills
Bankruptcy, Litigation, Business Disputes, Restructuring, Forensic Investigations, Accounting, Commercial Litigation, Civil Litigation, Creditors' Rights, Chapter 11, Chapter 7, Contract Disputes, Disputes, Budgeting, Complex Litigation, Debtors, Corporate Finance, Liquidation, Due Diligence, Dispute Resolution, Litigation Support, Business Valuation, Certified Fraud Examiner, Fraud Investigations, Financial Modeling, Financial Analysis, Management Consulting, Fraud, Forensic Accounting, Forensic Analysis, Valuation, Mergers & Acquisitions, Finance
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
Master of Scienece in Accountancy, Financial Reporting & Assurance Services, Magna Cum Laude
University of Notre Dame 2002 — 2006
BBA, Finance & Business Economics
Bloomberg LP April 2015 - Present
Bloomberg October 2011 - April 2015
Hagin Investment Management February 2010 - October 2011
Swissquote March 2008 - February 2010
Commerzbank AG March 2007 - March 2008
E*TRADE Financial March 2006 - March 2007
Wells Fargo Bank March 2005 - March 2006
Morgan Stanley September 2004 - January 2005
JP Morgan June 2000 - December 2001
Skills
Structured Products, Investment Management, Fixed Income, Hedge Funds, Equities, Trading, Bloomberg, Financial Markets, Options, Alternative Investments, Asset Managment, Capital Markets, Investments, FX Options, Securities, Asset Management, Foreign Exchange, Bloomberg Terminal, Derivatives, Commodity, Financial Services, Equity Trading, Technical Analysis, ETFs, Electronic Trading, FX trading, Bonds, Trading Systems, Currency, Mutual Funds, Trading Strategies, Proprietary Trading, Portfolio Management, Hedging, Market Data, Asset Allocation, Swaps, New Business Development, Equity Derivatives, Institutional..., Credit Derivatives, MBS, Prime Brokerage, Traders, Emerging Markets, Interest Rate..., Electronic Trading..., Relationship Management, FX Trading
Education
University of Massachusetts, Amherst 2000 — 2004
ward melville 1997 — 2000
JP Morgan December 2002 - Present
Exaconnect June 2000 - June 2002
AXA January 1999 - June 2000
Chase Manhattan March 1998 - December 1998
Credit Suisse First Boston June 1997 - March 1998
Apertus Technologies October 1996 - April 1997
Omniview September 1993 - October 1996
Education
University of Michigan 1989 — 1993
J.P. Morgan March 2015 - Present
JP Morgan January 2014 - March 2015
JP Morgan January 2011 - January 2014
ANZ November 2009 - February 2010
Skills
Investment Banking, Valuation, Equity Valuation, Mergers, Financial Modeling, Equity Research, Bloomberg, Equities, Mergers, Capital Markets
Education
Melbourne University 2006 — 2010
Bachelor of Laws (LLB), Banking, Corporate, Finance, and Securities Law, Honours
Melbourne University 2006 — 2010
Bachelor of Commerce (BCom), Finance, General, H1
MHS
Morgan Stanley 2013 - Present
PIMCO 2011 - 2013
JP Morgan 2008 - 2008
Goldman Sachs 2007 - 2007
Flytrading 2005 - 2007
Skills
Trading, Options, Credit, Securities, Investment Management, FX Options, Commodity, Swaps, Bloomberg, Fixed Income, Hedge Funds, Equities, Financial Modeling, Valuation, Asset Allocation, Financial Markets, Hedging
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Investment Management
Pennsylvania State University 2001 — 2005
Bachelor of Science, Finance
Kayne Anderson Capital Advisors January 2015 - Present
Longview Asset Management (Henry Crown & Company) 2012 - 2014
Royall & Company 2011 - 2014
Code Hennessy & Simmons LLC (CHS Capital LLC) September 1999 - March 2012
McKinsey & Company May 1998 - August 1998
JP Morgan 1994 - 1997
Skills
Private Equity, LBO, Valuation, Venture Capital, Investment Banking, Business Strategy, Corporate Development, Finance, Due Diligence, Financial Structuring, Financial Modeling, Investments, Corporate Finance, M&A experience, Alternative Investments, Mergers & Acquisitions, Hedge Funds, Leveraged Finance, Private Placements, Mezzanine, Growth Capital, Buyouts
Education
The University of Chicago 1997 — 1999
MBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance and Accounting
University of Michigan
JP Morgan August 2004 - Present
Skills
Fixed Income, Derivatives, Hedge Funds, Bloomberg, FX Options, Trading Systems, Options, Electronic Trading, Sales, Foreign Exchange, Series 7, Series 63, Credit Derivatives, Prime Brokerage
Education
UNC Chapel Hill 2000 — 2004
Bachelor of Business Administration (B.B.A.)
JP Morgan December 2011 - Present
JPMorgan Chase December 2011 - Present
Skills
Financial Analysis, Bloomberg, Financial Modeling, Mutual Funds, Valuation, Accounting, Financial Reporting, Microsoft Excel, Auditing, Financial Accounting, Due Diligence, Data Analysis
Education
University of Massachusetts Boston 2004 — 2008
Bachelor of Science (BS), Finance, General, 3.5
University of Massachusetts Boston 2004 — 2008
Bachelor of Science (BS), Finance, General, 3.5
Bloomberg 2011 - Present
Toyota Financial Services July 2008 - July 2011
Citi July 2011 - 2011
Salomon Smith Barney / Citigroup 2004 - 2007
Goldman Sachs August 2001 - July 2003
Cygnifi 2000 - 2001
JP Morgan July 1998 - April 2000
Skills
Derivatives
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Statistics
University of Michigan 1994 — 1998
BA, Economics, Computer Science
InstaMed December 2014 - Present
Wilmington University 2004 - Present
Princeton Information November 2013 - November 2014
Christiana Care Health System March 2007 - November 2013
Artesian Water November 2000 - June 2006
JP Morgan 1992 - 1995
EDS 1988 - 1991
United States Air Force September 1982 - May 1988
Skills
Project Management, Analysis, Programming, Visio, Process Improvement, Data Analysis, Quality Assurance, Change Management, Access, MS Project, Software Documentation, SDLC, Business Analysis, Requirements Analysis, Software Project..., Business Process..., SQL, Healthcare Information..., Microsoft Office, Information Technology, Microsoft Excel, Project Planning, Agile Project Management, Healthcare, Business Process..., PMP, Testing, HTML, Certified Project..., Systems Analysis, Requirements Gathering, Database Design, Vendor Management, Test Management, User Acceptance Testing, Manage Client..., PHP, Integration, Disaster Recovery, SharePoint, Management
Education
Wilmington University 2004 — 2009
Masters, MBA, Information Systems Technology
University of Maryland University College 1983 — 1988
BSC, Computer Science, Business and Management
Wells Fargo October 2007 - Present
Wachovia June 2005 - October 2007
JP Morgan September 2003 - March 2004
Citi Group August 2000 - September 2003
Education
University of North Carolina at Chapel Hill 1996 — 2000
BSBA, Business Administration
Credit Suisse November 2013 - Present
State Street July 2013 - November 2013
Credit Suisse February 2012 - July 2013
Morgan Stanley September 2011 - February 2012
Goldman Sachs May 2010 - August 2011
Credit Suisse July 2008 - May 2010
JP Morgan July 1997 - July 2008
Salomon Brothers 1995 - 1997
JPMorgan 1993 - 1995
Exxon Chemical Company 1990 - 1993
Skills
Sybase, Sybase ASE, Performance Tuning, Replication, Databases, Oracle, Sybase IQ, Solaris, Data Warehousing, Data Migration, Business Intelligence, Database Administration, Database Design, Oracle RAC, ETL, PL/SQL, SQL Tuning, Unix, Unix Shell Scripting
Education
University of Maryland College Park 1986 — 1990
B.S., Electrical Engineering (Magna Cum Laude)
The University of Chicago January 2013 - Present
Cognitive Capital, LLC May 2011 - Present
Illinois Institute of Technology August 1996 - May 2015
UBS O'Connor October 2007 - May 2011
Thureos Capital LP October 2006 - August 2007
Delaware Street Capital LLC September 2004 - August 2007
JP Morgan December 1997 - September 2004
Helios LLC June 1995 - December 1997
Skills
Derivatives, Programming, Quantitative Finance, Structured Products, Fixed Income, Risk Management, Trading, Trading Systems, Quantitative Analytics, Equities, Algorithms, Financial Modeling, Financial Risk, Options, Hedge Funds, Trading Strategies, Capital Markets, C++, Portfolio Management, Python, Electronic Trading, Hedging, VBA, Numerical Analysis, Equity Derivatives, Statistics, Matlab, Physics, Securities, R, Asset Management
Education
University of Michigan 1990 — 1995
Ph.D., Mathematics
The University of Chicago 1986 — 1990
S.B., Physics, Mathematics
City High School 1982 — 1986
Diploma
JP Morgan December 2010 - Present
Education
University of Michigan 1992 — 1996
BS
New York University - Leonard N. Stern School of Business
Ultimate Software December 2010 - Present
Robert Half Finance & Accounting October 2008 - December 2010
Fidelity Investments November 2006 - April 2008
ADP January 2002 - November 2006
PwC September 2000 - November 2001
KPMG October 1995 - August 2000
JP Morgan April 1982 - March 1995
Skills
PMP, ADP, Payroll, Service Delivery, Re-engineering, Business Process..., Process Improvement, Ultipro, Program Management, ADP Payroll, Outsourcing, Human Resources, Talent Management, Business Analysis, Project Management
Education
University of Massachusetts, Amherst
BA, Latin American History
SecureZone January 2001 - Present
Learning Patterns June 1999 - January 2001
Goldman Sachs June 1994 - June 1999
JP Morgan June 1989 - May 1994
Education
University of Michigan 1985 — 1989
BBA, Finance/Economics/Psychology
JP Morgan 2008 - Present
Lehman Brothers Inc 2000 - 2008
AT&T Bell Labs 1991 - 2000
University of Massachusetts Amherst 1987 - 1991
Skills
Unix, Weblogic, Java, C++, Java Enterprise Edition, Distributed Systems, Sybase, Integration, Software Development, Enterprise Architecture, Hibernate, EMS, Trading Systems, J2EE
Education
University of Massachusetts, Amherst
M.Sc.
University of Sarajevo, Electrical Engineering Department
B.Sc.
JP Morgan March 2008 - Present
Investors Bank & Trust May 1999 - March 2008
State Street Bank 2007 - 2008
State Street 2007 - 2008
Skills
Project Management, Financial Services, Investments, Risk Management, Business Analysis, Financial Analysis, Banking, Financial Modeling, Fixed Income, Equities, Analysis, Management, Finance, Securities, Mutual Funds, SDLC, Asset Management, Portfolio Management
Education
University of Massachusetts Boston 1993 — 1997
BA
Bank of America 2009 - Present
Merrill Lynch 1981 - 2009
JP Morgan December 1993 - October 1999
Education
University of Notre Dame 1977 — 1981
JP Morgan 2010 - Present
Citi 2009 - 2010
Citi 2007 - 2009
Citi 2005 - 2007
Citi 1998 - 2004
Skills
Risk Management, Product Management, Cash Management, CRM, Banking, Relationship Management, Sales, Management, Sales Management, Financial Services, Coaching, Sales Process, Operations Management
Education
University of Notre Dame - Mendoza College of Business
MBA, Accounting and Finance
JPMorgan Chase February 2014 - Present
JPMorgan Chase February 2013 - January 2014
JPMorgan Chase February 2009 - January 2013
JP Morgan January 2006 - January 2009
Hewlett-Packard January 2004 - January 2006
Skills
Derivatives, Fixed Income, Financial Analysis, Corporate Finance, Credit Derivatives, Data Analysis, Process Improvement, SQL, Finance
Education
University of Mumbai 2000 — 2003
Bachelor of Commerce (B.Com.), Accounting and Finance
Walker & Dunlop Commercial Property Funding April 2015 - Present
Deutsche Bank / Hanover Street Capital February 2014 - Present
Barclays CMBS Correspondent Lender April 2012 - February 2014
Arbor Madison 2010 - January 2014
Loan Management Solutions June 2011 - April 2012
Rubicon Finance America 2007 - 2009
Key Bank May 2005 - March 2007
JP Morgan 2000 - 2003
Skills
Debt, Investments, Dispositions, Real Estate Finance, Asset Management, Real Estate Investment, Structured Finance, Disposition, Investment Properties, Real Estate Economics, Loans, Asset Managment, Commercial Real Estate, Business Valuation, Due Diligence, Financial Analysis, Portfolio Management, Finance, Financial Modeling, Investment Banking, Venture Capital, Valuation, Alternative Investments, Equities, Real Estate, Underwriting, Mortgage Lending, Mergers & Acquisitions, Securitization, Private Equity, Credit
Education
University of Wisconsin-Madison - School of Business 2003 — 2005
MBA, Real Estate
University of Michigan 1996 — 2000
Bank of America August 2002 - Present
JPMorgan September 1998 - August 2002
JP Morgan 1998 - 2002
JP Morgan 1998 - 2002
Skills
Fixed Income, Derivatives, Investment Banking, Risk Management, Trading, Trading Systems
Education
University of Nottingham 1994 — 1998
JP Morgan MDhospital1993 - 1998
Education
University of Miami - School of Business 1992 — 1996
HedgeServ April 2011 - Present
JP Morgan Chase March 2010 - April 2011
JP Morgan July 2007 - February 2010
cambridge associates 2006 - 2007
Skills
Hedge Funds, Prime Brokerage, Equity Derivatives, Middle Office, Bloomberg, Fixed Income, Equities, Securities, Alternative Investments, Derivatives, Capital Markets, Options, Fund Of Funds, Bonds, Bloomberg Terminal
Education
University of Maryland College Park 2002 — 2006
BS, Finance, General
JP Morgan April 2011 - Present
Hudson Capital Group September 2008 - April 2011
PEAK6 Investments July 2007 - January 2008
The Michigan Daily January 2004 - March 2007
Remsenberg Capital June 2006 - August 2006
Skills
Options
Education
University of Michigan 2003 — 2007
BA
Bronx High School of Science 1999 — 2003
J.P. Morgan July 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan September 2011 - June 2013
OptionsXpress December 2007 - September 2011
optionsXpress June 2006 - December 2007
Rolfe & Nolan November 1999 - June 2006
JP Morgan June 1996 - March 1998
Sterling Commodities Corp October 1988 - June 1996
Skills
Options, Electronic Trading, Equities, Derivatives, Trading Systems, Risk Management, Equity Derivatives, Commodity, Business Analysis, Financial Markets, Market Data, Trading, Fixed Income, FX Options, Project Management, Securities, Financial Regulation, Liquidity Risk, Regulatory Capital, Portfolio Management, Capital Markets, Financial Services, Investment Banking, Hedge Funds, Back Office, Interest Rate..., Prime Brokerage, Credit Derivatives, Bonds, Asset Management, Equity Trading, Investments, Bloomberg
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
Economics
University of Miami - School of Business 1984 — 1987
BBA, Accounting and Finance
Deutsche Bank January 2015 - Present
Deutsche Bank July 2011 - December 2014
Deutsche Bank June 2010 - August 2010
Deutsche Bank June 2009 - August 2009
Goldman Sachs October 2008 - May 2009
Goldman Sachs May 2007 - October 2008
JP Morgan 2005 - 2007
Skills
Financial Analysis, Investment Banking, Private Equity, Financial Modeling, Derivatives, Venture Capital, Investments, Mergers, Analysis, Options, Due Diligence, Finance, Cash Flow, Strategy, Fundraising, Hedge Funds, Valuation, Corporate Finance, Leveraged Finance, Modeling, Trading, Mergers & Acquisitions, Financial Structuring, Risk Management, Banking
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corporate Finance, Entrepreneurship and Innovation
University of Maryland - Robert H. Smith School of Business 2001 — 2005
B.S., Finance
Marathon Asset Management August 2014 - Present
JP Morgan April 2007 - Present
Skills
Management, Fixed Income, Capital Markets, Bloomberg, Equities, Portfolio Management, Asset Management, Derivatives, Financial Modeling, Investments
Education
New York University, Stern School of Business 2005 — 2007
Master of Business Administration (MBA)
University of Michigan 1996 — 2000
The Chemours Company September 2014 - Present
Capital One September 2009 - July 2014
Miles Financial Management, Inc. December 2004 - September 2009
Vanguard October 1999 - December 2004
CIGNA February 1998 - October 1999
MBNA America September 1996 - February 1998
JP Morgan January 1992 - September 1996
Price Waterhouse September 1989 - January 1992
Skills
Accounting, Financial Reporting, Financial Analysis, PowerPoint, Excel, Internal Controls, Reconciliation, Financial Management, Word, Managerial Finance, General Ledger, Microsoft Excel, Financial Modeling, Account Reconciliation, Process Improvement, Auditing, QuickBooks, Accounts Payable, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
BS, Business Administration - Accounting Concentration
Rockbridge Investment Management January 2014 - Present
RJR Associates Inc. February 2011 - January 2014
Merrill Lynch September 2010 - February 2011
Wells Fargo Advisors, LLC April 2002 - September 2010
JP Morgan June 2000 - March 2002
Ernst & Young October 1997 - June 2000
Education
University of Notre Dame 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Fayetteville Manlius High School
JP Morgan January 2002 - Present
JPMorgan Chase 2002 - 2008
Skills
Securities, Series 7, Equities, Investments
Education
University of Notre Dame - Mendoza College of Business
Avista Capital Partners February 2013 - Present
JP Morgan September 2009 - February 2013
Aifam Inc September 2007 - September 2009
Skills
Bloomberg, Hedge Funds, Equities, Financial Analysis, Alternative Investments, Valuation, Fixed Income, Private Equity, Financial Modeling, Fund Accounting
Education
University of Michigan 2003 — 2007
BA, Economics
Savvis September 2013 - Present
Savvis December 2010 - Present
Savvis August 2010 - December 2010
Anheuser-Busch November 2009 - June 2010
Compu Doctors LLC April 2006 - December 2008
JP Morgan February 2006 - September 2006
Metamatrix April 2000 - August 2005
Skills
Program Management, Cross-functional Team..., Disaster Recovery, IT Management, Outsourcing, Process Improvement, Project Management, CRM, Integration, Enterprise Architecture, Software Development, Virtualization, Infrastructure
Education
University of Missouri-Rolla
BS, Computer Science
jp morgan 1997 - 1999
Education
University of Michigan
Wellesley College
BA, International Relations
FBI December 2010 - February 2013
Credit Suisse April 2007 - May 2010
Time Inc. 2005 - 2007
Ernst & Young 2000 - 2005
JP Morgan 1997 - 1999
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
New York University - Leonard N. Stern School of Business 1996 — 2000
PHH Mortgage January 2007 - Present
PHH Mortgage October 2001 - January 2007
Cendant Mortgage (PHH Mortgage) May 1998 - October 2001
JP Morgan December 1995 - May 1998
Diversified Pharmaceuticals Services June 1995 - November 1995
Battery March Inc. February 1995 - June 1995
Intec overseas limited – India May 1993 - February 1995
Skills
Requirements Gathering, Requirements Analysis, Agile Methodologies, Vendor Management, Business Analysis, Oracle, SDLC, Business Requirements, Weblogic, Sybase, Java Enterprise Edition
Education
University of Mumbai 1989 — 1991
Office of the Comptroller of the Currency September 2011 - Present
HSBC September 2009 - August 2011
HSBC June 2006 - September 2009
Athena Asset Management February 2005 - May 2006
Lehman Brothers 2003 - 2005
Bank of America 1999 - 2001
Deutsche Bank 1996 - 1999
JP Morgan 1994 - 1996
Skills
Fixed Income, Credit Derivatives, Financial Markets, Valuation, Product Control, FX Derivatives, Derivatives, Capital Markets, Equities, Investment Banking, Bloomberg, Hedge Funds, Market Risk, Financial Risk, Middle Office, Interest Rate..., FX Options
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
BS, Finance and Accounting
University of Michigan 1990 — 1991
Morgan Stanley August 2011 - Present
JPMorgan January 1997 - July 2011
J.P. Morgan January 1997 - July 2011
JP Morgan January 1997 - July 2011
J.P. Morgan Securities, Inc. January 1997 - July 2011
Deloitte Australia January 1994 - December 1996
Australian Army 1991 - 1993
Skills
Investment Banking, Mergers & Acquisitions, Spin-offs, Shareholder Activism, Tactics, Internet, Semiconductors, Software, Integrity, Humor, Corporate Development, Capital Markets, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investments, LBO, Management, Mergers, Private Equity, Start-ups, Strategy, Valuation, Venture Capital
Education
University of Melbourne 1991 — 1993
Bachelor of commerce, Economics
Balwyn high school 1985 — 1990
Credit Suisse December 2013 - Present
Credit Suisse September 2012 - December 2013
JP Morgan June 2008 - September 2012
Bear Stearns June 2007 - June 2008
Ernst & Young June 2005 - May 2007
Skills
Fixed Income, Structured Products, Capital Markets, Valuation, CMBS, Structured Finance, Credit Derivatives, Bonds, Bloomberg, Asset Management, Derivatives, Due Diligence, Financial Modeling, Investment Banking, Hedge Funds, Trading
Education
University of Michigan 2001 — 2004
BSE in Engineering, Industrial and Operations Engineering
Citrus Daisy September 2010 - Present
Reebok Intl. January 2005 - January 2009
Gap Inc. April 2001 - September 2004
Proxicom February 2000 - February 2001
Goldman Sachs September 1996 - February 2000
William Wilson & Associates March 1996 - August 1996
JP Morgan September 1993 - August 1995
Education
University of Massachusetts Boston 2011 — 2013
Master, Special Education - Teacher of Students with Visual Impairments
Villanova University 1989 — 1993
BS, Accounting
Commerce Street Capital,LLC November 2010 - Present
JP Morgan October 2008 - October 2010
StateTrust June 2002 - September 2008
Skills
Alternative Investments, Fund Accounting, Hedge Funds, Mutual Funds, Private Equity, Team Management, Investments, Leadership, Valuation, Auditing, Accounting, Due Diligence, Financial Analysis
Education
University of Miami - School of Business 2000 — 2002
MBA, Personal Financial Planning
University of Miami - School of Business 2000 — 2002
MST, Taxation
University of Miami - School of Business 1996 — 2000
Bachelor of Business Administration, Accounting
Greenva America, LLC October 2014 - Present
Ansir Corporate June 2010 - June 2012
MSCI Barra December 2009 - June 2010
Altegris Investments January 2007 - January 2009
JP Morgan June 2006 - November 2006
Skills
Hedge funds..., C++, Financial derivatives..., Hedge Funds, Financial Analysis
Education
University of Michigan 2004 — 2006
master, Financial Engineering
Zhejiang University 2000 — 2004
Bachelor, Business Administration
JPMorgan Chase Vice PresidentJPMorgan2001 - Present
JP Morgan 1997 - Present
JP Morgan Chase & Co. 1997 - 2008
Education
University of Mumbai 1994 — 2001
JP Morgan May 2008 - Present
Bear Stearns August 2006 - May 2008
Credit Suisse September 2005 - August 2006
UBS March 2005 - September 2005
GE Energy 2003 - 2004
Citicorp Overseas Software Limited 2000 - 2003
Mastek Ltd 2000 - 2000
Neuman Software Consultancy 1998 - 2000
Education
CDAC
K.J.Somaiya Polytechnic
Diploma in Mech Engg, Mechanical Engineering
University of Mumbai
XLRI Jamshedpur
PGCBM, Business Management
Worldwide Clinical Trials, Inc. February 2013 - Present
Worldwide Clinical Trials, Inc. June 2012 - February 2013
PPD October 2011 - June 2012
PPD May 2010 - September 2011
JP Morgan June 2008 - February 2009
Bear Stearns July 1991 - February 2009
CorEast Federal Savings Bank July 1990 - July 1991
BDO Seidman, LLP September 1988 - June 1990
Skills
Analysis, Auditing, Financial Analysis, Excel, Budgeting, Compliance, Risk Management, Customer Relations, Word, Process Improvement, Microsoft Office, Outlook, Internal Audit, Problem Solving, Banking, Contract Management, Mentoring, Microsoft Excel, Budgets
Education
Cape Fear Community College 2010 — 2010
Certificate, Clinical Research Overview
University of North Carolina at Wilmington 2009 — 2009
Certificate in Business Administration
University of Richmond 1984 — 1988
BSBA, Accounting
Simsbury High School 1980 — 1984
diploma
JP Morgan Vice PresidentJPMorgan Retirement Plan Services LLC1994 - Present
J.P. Morgan Retirement Plan Services 1994 - Present
Skills
Retirement, Asset Managment, Asset Management, Investments, Financial Services, 401k, Employee Benefits, Securities, Asset Allocation, Management, Process Improvement
Education
University of Nebraska-Lincoln
BSBA, Accounting + CPA
Wesstside & UNL
Wesstside & UNL
JP Morgan July 2010 - Present
MTS Health Partners June 2008 - June 2010
Bear Stearns June 2006 - June 2008
Skills
Management, Credit, Training, Analysis, Financial Modeling, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Mercuria Energy Trading S.A. October 2014 - Present
JP Morgan May 2008 - September 2014
Bear Energy LP October 2006 - May 2008
Sirius Solutions January 2003 - October 2006
Aquila Marketing and Trading April 2001 - September 2002
Enron 1997 - 2001
Koch Industries March 1995 - October 1998
Sprint May 1988 - March 1995
Skills
Derivatives, Risk Management, Financial Modeling, Internal Controls, Financial Risk, Commodity Markets, Auditing, Trading, Hedging, Commodity, Valuation, Financial Analysis, Financial Reporting, Finance, Investment Banking, Management, Mergers & Acquisitions, Due Diligence
Education
University of Missouri-Columbia 1984 — 1988
Finance
JP Morgan June 2008 - Present
Bear Stearns December 2007 - June 2008
Bear Stearns March 2006 - December 2007
UBS Investment Bank July 2001 - April 2006
Smith Barney May 2000 - December 2000
Skills
Derivatives, Equities
Education
University of Notre Dame 1997 — 2001
BS in Finance, Finance and French
University of Notre Dame - Mendoza College of Business 1997 — 2001
BA, Finance and French
GE Capital August 2011 - Present
J.P. Morgan July 2010 - August 2011
JP Morgan March 2008 - June 2010
JPMorgan September 2007 - March 2008
Skills
Leveraged Finance, Syndications, Investment Banking, Valuation, Financial Modeling, Capital Markets, Due Diligence, Financial Analysis, Finance, Corporate Finance, Financial Structuring
Education
University of Michigan 2006 — 2007
Master's degree, Accounting
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Morgan Stanley November 2014 - Present
Morgan Stanley January 2010 - October 2014
JP Morgan 1995 - 2008
Chemical Bank 1992 - 1995
Chemical Bank 1991 - 1992
Chemical Bank 1989 - 1991
Chemical Bank 1986 - 1988
Time Inc. 1981 - 1986
Skills
Credit Risk, Investment Banking, Structured Finance, Credit, Leveraged Finance, Management, Capital Markets, Portfolio Management, Corporate Finance
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, Accounting
University of Michigan
BGS, English Literature
Wellington Management Company LLP February 1996 - Present
JP Morgan 1992 - 1996
Scudder Stevens & Clark November 1987 - December 1992
Education
University of Massachusetts at Lowell 1982 — 1986
Bachelor of Science, Economics
J.P. Morgan 2015 - Present
RBC Capital Markets 2009 - 2014
JP Morgan 2003 - 2008
JP Morgan 1997 - 2003
Skills
Hedge Funds, Equity Research, Equities, Derivatives, Analytics, Capital Markets, Valuation, Alternative Investments, Structured Products, Financial Modeling, Bloomberg, Portfolio Management, Equity Derivatives, Swaps, Securities, Quantitative Investing, Market Risk, Fixed Income, Bonds, Quantitative Analytics, Quantitative Research, Credit Derivatives, Interest Rate..., Investment Banking, Strategy
Education
University of Massachusetts, Amherst
BA
EMPOWER Retirement September 2014 - Present
J.P. Morgan February 2013 - Present
JP Morgan July 2011 - February 2013
JP Morgan July 2008 - July 2011
ADP August 2002 - July 2008
Skills
Process Improvement, Project Management, SDLC, Business Analysis
Education
University of Missouri-Kansas City 1994 — 1999
Korn Ferry October 2011 - Present
Goldman Sachs October 2009 - October 2011
Goldman, Sachs & Co. February 2007 - October 2011
JP Morgan July 2006 - February 2007
Goldman Sachs Asset Management March 2006 - July 2006
Skills
Calendars, Equities, Private Equity, Travel Arrangements, Investments, Investment Banking, Bloomberg, Mergers, Recruiting, Asset Managment, Outlook, Hedge Funds, Valuation, Applicant Tracking..., Financial Services, Alternative Investments, Securities, Series 7, IPO, Asset Management, Mergers & Acquisitions, CRM, PowerPoint, Management, Interviews, Leadership, Microsoft Office, Event Planning, Microsoft Excel, Finance, Project Management
Education
University of Michigan
B.F.A., Music, 3.5 GPA
Barclays Capital September 2007 - Present
Lehman Brothers September 2007 - September 2008
JP Morgan 2000 - 2007
RBC 1995 - 1999
Skills
Investment Banking, Series 7, Series 63, Banking, Equity Capital Markets, Capital Markets
Education
Summit School
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Wake Forest University - Babcock Graduate School of Management
Aurora Bay Capital May 2004 - Present
Goldman Sachs Investment Management 1998 - 2004
JP Morgan 1995 - 1998
U.S. Department of Labor/Clinton Administration June 1993 - September 1994
Merrill Lynch June 1992 - August 1992
Honeywell, Inc. 1988 - 1991
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
University of Michigan - Stephen M. Ross School of Business 1984 — 1988
BBA
Deloitte Consulting July 2012 - Present
Procter & Gamble May 2011 - August 2011
Google May 2010 - August 2010
Eli Lilly May 2009 - August 2009
University of Michigan September 2008 - May 2009
JP Morgan June 2008 - August 2008
Education
University of Michigan 2008 — 2012
BSE, Computer Science Engineering and Economics
Walter Payton
JP Morgan Securities LLC March 2013 - Present
JP Morgan June 2006 - March 2013
ABN AMRO Bank N.V. 2005 - 2006
Cargill Investor Services August 1991 - August 2005
Missouri Farmers Assoc. September 1979 - August 1991
Skills
Risk Management, Trading, Commodity, Commodity Risk..., Options, Grain, Agribusiness, Options Strategies, Agriculture, Financial Markets, Hedging, Equities, Technical Analysis, Portfolio Management, Commodity Markets, Strategic Planning
Education
University of Missouri-Columbia 1975 — 1979
BS, Agriculture
JP Morgan August 1998 - Present
Morgan Stanley January 1994 - February 1996
Ernst & Young August 1991 - January 1994
Skills
Fixed Income, Derivatives, Electronic Trading, Structured Products, Series 7, Investment Banking, ABS, Interest Rate Swaps
Education
UNC Chapel Hill 1996 — 1998
MBA, MBA
Saint John's University 1987 — 1991
BS, Accounting
JP Morgan July 2008 - Present
Skills
Equities, Bloomberg, Capital Markets
Education
University of Miami
HSBC Securities April 2011 - Present
Cabrera Capital Markets, LLC July 2010 - March 2011
ABN AMRO 2001 - 2008
Paribas Corporation 1998 - 2000
First Chicago NBD 1997 - 1998
JP Morgan 1992 - 1997
JP Morgan 1992 - 1997
Skills
Loans, Capital Markets, Credit, Trading, Risk Management, High Yield, Investments, Portfolio Management, Structured Finance, Bonds, Private Equity, Asset Management, Investment Banking, Derivatives, Fixed Income, Credit Derivatives, Valuation, Equities, Hedge Funds, Equity Derivatives, Securities, Bloomberg, Alternative Investments, Emerging Markets, CDS, Structured Products, Financial Markets, Financial Structuring, Credit Risk, FX Options, Leveraged Finance, Options, Securitization, Series 63, Series 7, Swaps, Syndications, Fund Of Funds
Education
University of Mississippi
BA, Finance
Madrone 2013 - Present
Guggenheim Partners 2010 - 2012
SAC Capital 2004 - 2008
JP Morgan 1996 - 2004
Skills
Private Equity, Equities, Hedge Funds, Asset Management, Fixed Income, Alternative Investments, Bloomberg, Investment Banking, Securities, Management Consulting, Equity Research, Mergers & Acquisitions, Investments, Venture Capital, Valuation, Emerging Markets, Analytics, Investment Management, Portfolio Management, Capital Markets
Education
University of Michigan 1992 — 1996
Bachelor's degree, International Political Economy
Margaretville Telephone Company ChairmanendPoverty.org2001 - Present
JP Morgan 1979 - 1993
Skills
Strategy, Strategic Planning, Social Entrepreneurship, Fundraising, Corporate Development, Entrepreneurship, Mergers
Education
University of North Carolina at Chapel Hill
BA, MBA/JD
JP Morgan 1997 - Present
Education
University of Massachusetts Boston 1972 — 1978
BA, French
JPMorgan Chase October 2004 - Present
JP Morgan 2004 - Present
Skills
Fund Accounting, Corporate Actions, Mutual Funds, Bloomberg, Securities, Fixed Income, Fund Administration, Hedge Funds, Swaps, Financial Analysis, ETFs, Derivatives, Equities, Investments, Risk Management, Financial Services, Global Custody
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelor of Arts (BA), Economics
Morgan Stanley Investment Management June 2004 - Present
Credit Suisse March 2003 - June 2004
JP Morgan January 2001 - December 2002
Prudential Financial March 1997 - December 2000
AIG 1993 - 1996
Skills
Sybase, SDLC, Requirements Gathering, Vendor Management, Portfolio Management, Derivatives, Business Objects, Microsoft SQL Server, Reference Data, Bloomberg, Business Analysis, Business Intelligence, XML, Informatica, Private Equity, Databases, Data Warehousing, Data Modeling, Erwin, Financial Services
Education
Bombay University 1982 — 1985
Bachelor's degree, Accounting and Finance
University of Mumbai 1980 — 1985
Bachelor, Finance
BlackRock 2014 - Present
Moelis & Company 2013 - 2014
MAEVA Municipal Solutions 2012 - 2013
J.P. Morgan 2009 - 2012
JP Morgan 2004 - 2009
JP Morgan May 2003 - August 2003
Skills
Fixed Income, Risk Management, Credit, Financial Risk, Trading, Credit Derivatives, Equities, Investment Banking, Valuation, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Financial Modeling
Education
University of Notre Dame 2000 — 2004
Business, Finance
Becahi
TIAA CREF February 2013 - Present
Revsine Research February 2012 - February 2013
UBS July 2010 - February 2012
Citigroup June 2007 - June 2010
BlackRock April 2003 - June 2007
Capital Risk LLC April 2001 - August 2002
JP Morgan April 1994 - April 2001
Kidder Peabody July 1991 - April 1994
Andersen Consulting June 1988 - August 1990
Skills
Options Strategy, Derivatives, Equities, Structured Products, Alternative Investments, Commodities, Analytical, Systematic, Creative/Innovative
Education
University of Michigan 1984 — 1988
BS, Mathematics
U. S. Trust/Bank of America Private Wealth Management February 2014 - Present
JP Morgan September 2010 - February 2014
Wilson, Kemp & Associates, Inc. 2009 - 2010
Merrill Lynch 2007 - 2009
Munder Capital Management 1993 - 2007
Plante & Moran, PLLC 1980 - 1993
Education
University of Michigan - Stephen M. Ross School of Business 1976 — 1980
Bachelor of Business Administration with Distinction, Accounting
Transamerica Retirement Solutions April 2012 - Present
The Retirement Advantage October 2011 - April 2012
Lockton Financial Advisors/ Lockton Investment Advisors 2008 - October 2011
TIAA-CREF 2008 - 2008
JP Morgan 2004 - 2008
Skills
Defined Benefit, ERISA, Retirement, Series 63, 401k, Defined Contribution, Pensions, Series 7, Financial Services, Retirement Planning, Employee Benefits, Securities, Mutual Funds, Asset Allocation, Investments, Insurance, Investment Management, Asset Management, Benefits Administration, Investment Strategies, Wealth Management, Fixed Annuities, Risk Management, Retirement Plan...
Education
University of Missouri-Columbia
BA, History and Political Science
JPMorgan Chase June 2009 - Present
University of Michigan Career Center September 2006 - April 2009
JP Morgan June 2008 - August 2008
DaimlerChrysler May 2007 - August 2007
Office of Honorable Senator Carl Levin June 2006 - August 2006
Education
University of Michigan 2005 — 2009
BS, Economics & Physics
Hexawise, Inc. February 2009 - Present
JP Morgan August 1995 - January 2001
Education
University of Virginia Darden School of Business 1993 — 1995
MBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1987 — 1991
BSBA, Accounting
Avista Capital Partners September 2009 - Present
Cherokee Investment Partners 2008 - 2008
Avista Capital Partners July 2005 - June 2007
DLJ Merchant Banking January 2005 - June 2005
JP Morgan July 2002 - December 2004
JPMorgan 2002 - 2004
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration
Merrill Lynch April 2007 - Present
JP Morgan October 2002 - April 2007
Skills
401k, Alternative Investments, Asset Allocation, Asset Management, Due Diligence, Equities, FINRA, Financial Services, Fixed Income, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Portfolio Management, Private Banking, Retirement Planning, Series 63, Series 7, Trust Services, Wealth Management, Wealth Management...
Education
University of Minnesota Law School 1982 — 1985
JD
St. Olaf College 1975 — 1979
BA
Markit January 2012 - Present
Markit February 2008 - January 2012
JP Morgan February 2008 - July 2009
Signature Technology Group January 2006 - February 2008
Skills
Bonds, Loans, Derivatives, Fixed Income, Microsoft SQL Server, Consulting, ABS, Asset Management, Access, Equities, CLO, Microsoft Excel, Project Management, Financial Modeling, Business Analysis, Structured Finance, Portfolio Management, Middle Office, Alternative Investments, Swaps, Securitization, Securities, Market Data, CDS, Credit Derivatives, Hedge Funds, Valuation, Management, Software Project..., SQL, Business Relationship..., Financial Reporting, Markit EDM
Education
University of North Texas 2003 — 2007
Bachelor of Business Administration, Finance
J.P. Morgan February 2013 - Present
J.P Morgan February 2011 - February 2013
Northrop Grumman Information Systems July 2009 - February 2011
Recaro Aircraft Seating September 2008 - August 2009
University of Texas at Arlington January 2006 - May 2007
University of Texas at Arlington January 2005 - May 2005
Skills
Software Development, Network Administration, Troubleshooting, Servers, Java, ITIL, Perl, SQL, C++
Education
University of North Texas 2003 — 2008
Bachelors of Science, Computer Science
Home April 2009 - Present
Capgemini April 2007 - April 2009
Credit Suisse March 2002 - April 2007
JP Morgan November 1996 - March 2002
Education
University of New Hampshire 1979 — 1983
BS, Computer Science
Alarm.com July 2014 - Present
Alarm.com August 2011 - July 2014
JPMorgan Chase September 2010 - May 2011
Constellation Energy - Nine Mile Point Nuclear Station January 2010 - August 2010
JP Morgan May 2009 - December 2009
Skills
Business Analysis, SQL, SDLC, Risk Management, Vendor Management, Project Management, Process Improvement, Requirements Analysis, Agile Methodologies, VBA, Java, Visio, Microsoft SQL Server, Program Management, Data Analysis
Education
University of Maryland College Park 2012 — 2015
Master of Science (MS), Telecommunications Engineering
Syracuse University 2007 — 2011
Bachelor of Science (BS), Electrical Engineering
U.S. Bank Private Client Group October 2014 - Present
JP Morgan August 1990 - September 2014
Education
SIU Law 1987 — 1990
Doctor of Law (JD)
University of Mississippi 1983 — 1987
Bachelor of Arts (BA), Philosophy
Morgan Stanley April 2013 - Present
JP Morgan September 2009 - March 2013
Skills
Equities, Portfolio Management, Securities, Financial Analysis, Valuation, Financial Modeling, Bloomberg, Investments, Equity Research, Capital Markets, Finance, Hedge Funds, Financial Services, Microsoft Excel
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Bachelor of Science (BS), Finance
University of Maryland College Park 2005 — 2009
BS, Finance
US Medical Management January 2015 - Present
US Medical Management January 2014 - Present
Ziegler July 2012 - December 2013
JP Morgan July 2009 - June 2012
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Series 7, Series 66, Management, Investment Banking, Finance, Medicare, Corporate Finance, Strategic Planning
Education
University of Maryland College Park 2005 — 2009
B.S., Finance
RBC Capital Markets October 2012 - October 2014
Credit Suisse August 2010 - September 2012
JP Morgan August 2001 - July 2010
Goldman Sachs September 1979 - March 2001
Skills
Derivatives, Fixed Income, Trading, Financial Markets, Capital Markets, Options, Bloomberg, Commodity, Series 7, Series 63, Bonds, Interest Rate..., Electronic Trading, Trading Systems, Alternative Investments, Equity Derivatives, Asset Management, Hedging, Prime Brokerage, Technical Analysis, Equities, Swaps, Securities, Portfolio Management, Hedge Funds, Investments, Valuation, FX Options, Proprietary Trading, Structured Products
Education
University of Notre Dame 1975 — 1979
BA, Economics
Affiliated Computer Services August 2010 - Present
JP Morgan May 2007 - May 2008
Education
University of Mumbai 2008 — 2010
MBA, Human Resources
JP Morgan September 2014 - Present
J.P. Morgan May 2008 - Present
Infosys Technologies Ltd October 2006 - May 2008
Skills
ETL, Data Warehousing, Informatica, Project Management..., Ab initio, Oracle PL/SQL..., ETL Design, Leading Diverse Teams, Unix Shell Scripting, Exadata, PMI Trained
Education
University of Mumbai
BSc (IT), Information Technology
JP Morgan 2008 - Present
University of Massachusetts Club January 2005 - Present
Bear Stearns 1991 - 2008
Shearson Lehman/American Express 1986 - 1991
Skills
Financial Advice, Investments, Trading, Mergers & Acquisitions, Wealth Management, Investment Management, Alternative Investments, Equities, Fixed Income, Asset Management, Mutual Funds, Securities, Portfolio Management, Series 7, Hedge Funds, Series 63, Venture Capital, Asset Allocation, Due Diligence, Financial Modeling, Capital Markets, Equity Research, Valuation
Education
University of Massachusetts, Amherst
Lawrence Academy
JP Morgan December 2008 - Present
Ministry of Finance, Government of India April 2008 - November 2008
International Monetary Fund October 1994 - March 2007
Education
University of Minnesota-Twin Cities 1988 — 1993
PhD, Economics
HSBC April 2015 - Present
HSBC April 2005 - March 2015
BNP Paribas May 2002 - April 2005
BNP Paribas January 2001 - May 2002
JP Morgan October 1994 - April 2001
Skills
Derivatives, Trading, Structured Finance, Credit, Credit Derivatives, Structured Products, Fixed Income, Quantitative Finance, Market Risk, Quantitative Analysis, Mathematics, Interest Rate..., Market Making, Exotic Derivatives, Monte Carlo Simulation, Credit Risk, Volatility, CDO, Quant, CDS, Swaps, Counterparty Risk, Options Pricing, Interest Rate Swaps, FX Options, Hybrids, Fixed Income Products, Relative Value, Hedging, Fixed Income Trading, Proprietary Trading, Rates, VAR, Trading Strategies, Convertible Bonds, Quantitative Analytics, Capital Markets, Equities, Bonds
Education
University of Maryland College Park 1983 — 1989
Ph. D, Physics
Beijing University 1979 — 1983
B.S, Physics
Noble Americas Corp. July 2014 - Present
JP Morgan February 2005 - June 2014
Louis Dreyfus Corp August 1998 - February 2005
Lehman Brothers June 1992 - March 1997
Education
New York University - Leonard N. Stern School of Business
MBA, Business
University of Notre Dame
BA, Economics
UBS Investment Bank May 2011 - Present
Lehman Brothers December 2007 - December 2010
Barclays Capital December 2006 - December 2010
JP Morgan September 2003 - November 2007
JP Morgan September 2003 - November 2007
UBS 2000 - 2001
NYSE Euronext August 1998 - September 1998
Goldman Sachs January 1998 - September 1998
Skills
Trading Systems, Fixed Income, Equities, Derivatives, FX Options, Trading, Middle Office, Emerging Markets, Financial Risk, Finance, Bloomberg, Options, Capital Markets, Equity Derivatives, Hedge Funds
Education
University of Massachusetts, Amherst
Finance, Investments
FIMCO July 2005 - Present
JP Morgan 1996 - 2005
J.P. Morgan Securities Inc. 1996 - 2005
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA, Real Estate Finance
George Comfort & Sons, Inc. March 2015 - Present
JP Morgan July 2011 - December 2014
Education
University of Michigan - Stephen M. Ross School of Business