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
E*TRADE Financial Corporation January 2015 - Present
Quadrant.io July 2014 - December 2014
Booz & Company September 2011 - June 2014
J.P. Morgan June 2010 - August 2010
Booz & Company July 2006 - June 2009
Skills
Market Entry, Management Consulting, Financial Modeling, Operating Models, Strategy, Corporate Development, Strategic Consulting, Growth Strategies, Business Transformation, Business Strategy, Organizational Design, Acquisition Integration, Competitive Analysis
Education
Harvard Business School 2009 — 2011
Master of Business Administration (M.B.A.)
American University of Beirut 2001 — 2006
Bachelor of Engineering (B.E.), Computer and Communications Engineering
J.P. Morgan January 2015 - Present
Collabera June 2010 - December 2014
Patni Computers May 2007 - June 2010
Skills
Shell Scripting, SDLC, Data Warehousing, PL/SQL, Requirements Analysis, Unix Shell Scripting, Agile Methodologies, SQL, Teradata, Business Intelligence, Business Objects, ETL, Informatica, Data Modeling, DB2
Education
Anna University 2001 — 2005
BE, Electronics & Communication
TD Wealth Business Architecture - Process Center of Excellence August 2015 - Present
TD Wealth Business Architecture March 2014 - August 2015
TD Technology Solutions October 2013 - March 2014
360incentives.com May 2013 - October 2013
National Bank of Canada December 2010 - November 2012
J.P. Morgan December 2008 - August 2010
IKco 2004 - 2006
Skills
Microsoft Office, Visio, Project Management, MS Project, Business Process..., BPMN, UML, Use Case Analysis, Requirements Analysis, SQL, Agile Methodologies, Business Case Modelling, Credit Risk, Banking, Retail Banking, Portfolio Management, Credit, Wireframes, Analysis, SDLC, Testing, Business Requirements, Business Analysis, User Acceptance Testing, Requirements Gathering, Financial Services, Finance, Systems Analysis, Risk Management, PMO, Gap Analysis, Business Process Design, Business Process Mapping, Governance, Business Intelligence, Functional..., Microsoft Project
Education
Amirkabir University of Technology - Tehran Polytechnic
Bachelor of Engineering (BEng), System Analysis
IIBA 2012 — 2013
Post Graduate Certificate, Information System Business Analysis
CSI
IFC (Investment Funds in Canada), Investments and Securities
CSI
Canadian Securities (Volume 1 & 2)
In the financial services industry Sales ExecutiveVanguardNovember 2011 - March 2014
J.P. Morgan 2003 - 2011
John Hancock Financial Services October 1991 - December 2000
Morgan Stanley March 1988 - November 1991
Skills
Equities, Series 7, Mutual Funds, Investments, Series 63, Financial Services, Fixed Income, Conducted over 100..., Asset Management
Education
Antioch University-Santa Barbara
Master of Business Administration - (currently pursuing), Entrepreneurship, Social Business, Nonprofit
Texas A&M University
Bachelor of Business Administration (BBA), Business Administration and Management, General
SunTrust September 2013 - Present
J.P. Morgan September 2012 - September 2013
JP Morgan Chase January 2011 - August 2012
SunTrust Bank 1998 - January 2011
Skills
Banking, Small Business Lending, Commercial Banking, Credit Analysis, Retail Banking, Underwriting, Lines Of Credit, Mortgage Lending, Commercial Lending, Consumer Lending, Financial Risk, Loans, Process Improvement
Education
Appalachian State University 1987 — 1991
BS, Communications Mass Media
BS-Mass Communications 1987 — 1991
J.P. Morgan June 2015 - Present
RBC Capital Markets July 2013 - June 2015
RBC Capital Markets June 2012 - August 2012
Putnam Investments June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Bloomberg
Education
Amherst College
J.P. Morgan 1980 - Present
Education
Angelo State University 1979 — 1983
Bachelor of Business Administration (BBA)
J.P. Morgan December 2012 - Present
BNY Mellon June 2012 - August 2012
Capitol Gains June 2011 - August 2011
UBS June 2010 - August 2010
Education
Amherst College 2008 — 2012
Bachelor's degree, Political Science
J.P. Morgan July 2015 - Present
EY June 2014 - August 2014
The ILR School August 2013 - December 2013
Dream Big China July 2013 - July 2013
Student Activities Office at Cornell University October 2012 - May 2013
Appel Service Center October 2011 - June 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Event Planning, Spanish, Community Outreach, Public Relations, Customer Service, Facebook
Education
Cornell University 2011 — 2015
Bachelor's Degree, Industrial and Labor Relations
Anglo-American University, Prague 2014 — 2014
Bachelor's Degree, Czech Language and Culture, Political Economy, Art & Architecture, Public Relations, & Marketing
Syosset High School 2007 — 2011
Société Générale September 2014 - Present
Pacific Global Advisors LLC August 2011 - September 2014
J.P. Morgan April 2010 - August 2011
Moody's Investors Service October 2009 - April 2010
BIDC November 2008 - June 2009
Crimson Trading LLC December 2007 - May 2008
Skills
Fixed Income, Equities, Bloomberg, Hedge Funds, Derivatives, Capital Markets, Financial Modeling, Private Equity, Portfolio Management, Investment Banking, Asset Management, Valuation, Investments, Emerging Markets, Structured Products, Securities, Leveraged Finance, Risk Management, Pensions, Investor Relations, Project Management, OTC Clearing, CDX, IRS, Futures and Options
Education
American University - Kogod School of Business
Bachelor of Science (B.S.), Finance and International Business, 3.5
J.P. Morgan June 2014 - Present
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - July 2013
Education
Amherst College 2010 — 2014
Bachelor of Arts (BA), Economics
Celgene November 2012 - Present
Weil Gotshal and Manges 2011 - October 2012
Global Association of Risk Professionals April 2007 - May 2012
Pershing, a BNY Mellon company September 2005 - March 2007
AICPA August 2002 - September 2005
J.P. Morgan October 2000 - July 2002
AXA Equitable March 1998 - October 2000
Skills
Graphic Design, Web Design, Web Development, Databases, Database Design, Adobe Creative Suite, User Experience, Customer Service, Client Representation, Business Development, Email Marketing, Marketing, Management, Team Building, Social Media, Copywriting, Advertising, Entrepreneurship, Social Networking, Press Releases, Dreamweaver, Online Marketing, Editing, Social Media Marketing, CMS, WordPress, SharePoint, Newsletters, Photoshop, Training, InDesign, Analysis, Microsoft Office, Online Advertising, Event Planning
Education
Anthem Institute-Jersey City 2001 — 2003
Diploma, Web Development & Business Programming
Lincoln High School 1994 — 1998
Diploma, General Studies
Evolve Capital May 2014 - Present
J.P. Morgan July 2013 - April 2014
Ernst & Young June 2012 - August 2012
Haynes and Boone, LLP June 2011 - July 2011
Merrill Lynch June 2010 - June 2010
Education
Amherst College 2009 — 2013
B.A., English
University of Sydney 2011 — 2011
Semester Abroad
Suffield Academy
Highland Park High School
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
CMCI Capital, Inc. July 2011 - August 2011
Education
Amherst College 2009 — 2013
B.A., American Studies
Tuck School of Business at Dartmouth
Tuck Business Bridge Program
The Taft School 2005 — 2009
High School
HETCO (Hess Energy Trading Company) August 2012 - Present
BNP Paribas 2010 - August 2012
J.P. Morgan 2008 - 2010
Cambridge Finance Parnters January 2004 - August 2006
Education
Columbia University - Columbia Business School 2006 — 2008
Amherst College
BA, Economics, History
Sage July 2014 - Present
Sony Electronics April 2009 - June 2014
Sony Electronics November 2003 - April 2009
Sony Electronics October 2000 - November 2003
FedEx January 1997 - September 2000
J.P. Morgan March 1995 - January 1997
Project Northeast June 1993 - March 1995
IBM February 1994 - June 1994
Bank of America July 1990 - August 1992
Skills
Marketing Strategy, Direct Marketing, Marketing Communications, Advertising, Online Marketing, Customer Experience..., Leadership, Cross Channel Marketing, Digital Media, Sponsorship Activation, Brand Management, International Marketing, Database Marketing, Events, Product Management, Product Marketing, Marketing, Integrated Marketing, Retail, Marketing Management, Experiential Events, Strategic Partnerships, Consumer Electronics, Brand Development, CRM Integration, Competitive Analysis, Digital Marketing, Performance Motivation, Multi-channel Marketing, E-commerce, Team Leadership, Marketing Budget..., Cross-functional Team..., Department Budget...
Education
American University - Kogod School of Business 1992 — 1994
Master of Business Administration (M.B.A.), International Marketing
UCLA Anderson School of Management 2010 — 2010
Sony's Advanced Global Leadership Program
University of Florida 1986 — 1990
Bachelor of Science, Business Management - Finance
Université Paris-Sorbonne 1989 — 1990
Study Abroad Program, International Business
Amherst College April 2015 - Present
Amherst College July 2015 - Present
J.P. Morgan June 2015 - August 2015
Amherst College Orientation 2014 - 2015
Sustain Juicery June 2014 - August 2014
AK Selects June 2012 - August 2014
Skills
Leadership, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Training, Ice Hockey, Economics, Psychology, Piano, Teamwork, Management
Education
Amherst College 2013 — 2017
Bachelor of Arts (B.A.) Double Major, Economics and Psychology, Junior
Chino Hills High School, California 2008 — 2012
Graduated
Voya Financial July 2015 - Present
Evariant December 2014 - July 2015
XL Group plc January 2010 - November 2014
Cognizant Technology Solutions April 2006 - November 2014
Travelers September 2008 - December 2009
Merck October 2007 - September 2008
J.P. Morgan April 2006 - September 2007
Skills
Data Warehousing, Informatica, SDLC, PL/SQL, Microsoft SQL Server, Unix, SQL, EDI, ETL, XML, Oracle, Unix Shell Scripting, Metadata Management, Informatica Data..., SSIS, Data Modeling, Requirements Gathering, Requirements Analysis, Autosys, Business Intelligence, Data Warehouse..., SSRS, Erwin, Enterprise Architecture, Data Integration, Solution Architecture, Software Project..., Database Design, T-SQL, DB2, Cognos, Shell Scripting, Crystal Reports
Education
Amravati University 2001 — 2005
Bachelor's Degree, Information Technology
J.P. Morgan August 2014 - Present
LSA Family Health Services May 2013 - August 2013
The New York Stem Cell Foundation June 2012 - August 2012
Alpine Capital Bank June 2011 - August 2011
Skills
Microsoft Excel, Bloomberg Terminal, Microsoft Office, PowerPoint, Visio
Education
Amherst College 2010 — 2014
Bachelor’s Degree, Political Science and Government
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Skills
Investment Banking, Bloomberg, Valuation, Financial Modeling, Fixed Income, Marketing Strategy, Capital Markets, Corporate Finance, Market Research, Investments, Financial Analysis, Financial Markets, Due Diligence, Economics, Equities, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Marist College 2009 — 2013
Bachelor of Science (BS), Business Administration, Management and Operations
Anglo-American University, Prague 2012 — 2012
J.P. Morgan April 2015 - Present
Viola Credit (formerly Plenus) June 2014 - August 2014
The White House May 2013 - August 2013
Rand and Rand-Lewis PLCS June 2012 - August 2012
Skills
Research, Public Speaking, Spanish, Editing, Legal Research, Event Planning, Facebook, Java, Social Networking, Venture Capital, Team Building, Market Research, Economics, Political Strategy, International Business..., Report Writing, News Writing, Public Policy, Macroeconomics, Social Media Marketing, Political Campaigns
Education
Amherst College 2012 — 2016
Bachelor of Arts (BA), Economics
UCL 2014 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Harvard-Westlake School 2009 — 2012
High School Degree
Highbridge Capital Management September 2014 - Present
J.P. Morgan July 2012 - September 2014
J.P. Morgan March 2010 - July 2012
Bain & Company October 2008 - March 2010
Morgan Stanley June 2007 - August 2007
Associated Press June 2003 - August 2004
Education
Amherst College
Horace Mann School
Santander Holdings US and Santander Bank, N.A. November 2014 - Present
Power Financial Holding Inc. March 2010 - Present
Power Corporation of Canada 2010 - Present
GreatWest Life Insurance Co 2009 - Present
Markit October 2013 - November 2014
JPMorgan Chase February 2013 - November 2014
Lloyd's Banking Group March 2009 - May 2013
SIFMA 2008 - February 2013
J.P. Morgan 1993 - 2008
Department of Treasury 1990 - 1993
Skills
FIG, Real Estate Finance, Capital Markets, Fixed Income, Securities, Hedge Funds, Investment Banking, Derivatives, Equities, Investments, Financial Markets, Asset Managment, Bonds, Structured Products, Corporate Finance, Trading, Financial Modeling, Thought Leadership, Financial Services
Education
American University, Washington College of Law 1970 — 1973
Juries Doctorate, Law
Villanova University 1963 — 1967
AB, Political Science
Klein Tools January 2012 - Present
Klein Tools November 2009 - January 2012
J.P. Morgan 2009 - 2009
Dean Foods 2008 - 2009
Kraft Foods, Inc June 2000 - June 2006
Handy Andy Home Improvement Centers 1990 - 1995
Greenbrier & Russel, Inc. 1993 - 1994
Skills
ERP, IBM iSeries, Cross-functional Team..., Software Development, Integration, Business Analysis, EDI, Software Documentation, Project Management, IT Strategy, SQL, Business Process, Testing, Microsoft SQL Server, Analysis, Databases, Visio, Business Intelligence, SDLC, SharePoint, Process Improvement, Requirements Analysis, Vendor Management, Software Project..., Business Process..., Leadership, Access, Systems Analysis, Program Management, IT Management, MS Project, Change Management
Education
Anderson University 1983 — 1987
BA, Computer Science & Business
Carmel High School
Weil, Gotshal & Manges LLP September 2014 - Present
Weil Gotshal and Manges May 2013 - August 2013
Microsoft May 2012 - August 2012
Weil, Gotshal and Manges LLP July 2009 - June 2011
J.P. Morgan June 2008 - August 2008
Citi June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Legal Research, Microsoft Office, Microsoft Excel, Social Media, Legal Writing, Public Speaking, Corporate Finance, Research
Education
University of Michigan Law School 2011 — 2014
Juris Doctor (J.D.)
Amherst College 2005 — 2009
B.A., Economics; Women's & Gender Studies, Graduated with Distinction
New York University in Prague 2008 — 2008
Czech Language & Culture; Economics
J.P. Morgan March 2015 - Present
J.P. Morgan July 2014 - March 2015
North Easton Machine Co., Inc. May 2010 - July 2014
J.P. Morgan June 2013 - August 2013
Porticello Ristorante June 2007 - January 2013
US Department of the Treasury September 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, FactSet, Crystal Ball, Peachtree, SPSS, SharePoint, Bloomberg Terminal, SAP, Process Model 5, Outlook, PowerPoint, Creativity, Process Modeling, Financial Analysis, Microsoft Office, Public Speaking
Education
Bentley University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
American University 2012 — 2012
Washington Semester Program, Global Economics and Business
Boston College High School 2006 — 2010
Oaktree Capital Management February 2015 - Present
J.P. Morgan July 2014 - February 2015
J.P. Morgan October 2012 - June 2014
J.P. Morgan May 2011 - October 2012
Bank of America Merrill Lynch May 2010 - August 2010
Infosys Technologies Ltd June 2009 - August 2009
International Creative Management June 2008 - August 2008
Office of U.S. Senator Judd Gregg April 2007 - June 2007
Skills
Investment Banking, Financial Modeling, Valuation, Alternative Investments, Capital Markets, Real Estate
Education
Amherst College 2007 — 2011
Economics, Political Science, International Relations
East China Normal University 2010 — 2010
Business, Language and Culture
Phillips Exeter Academy 2005 — 2007
High School
J.P. Morgan September 2013 - April 2014
J.P. Morgan July 2012 - September 2013
Education
Amherst College 2008 — 2012
Bachelor of Arts (B.A.), Political Science
The Boston Consulting Group October 2015 - Present
AMIDEAST June 2015 - September 2015
J.P. Morgan June 2014 - August 2014
Booz & Company October 2011 - July 2013
Booz & Company July 2010 - September 2011
Carnegie Endowment for International Peace February 2010 - May 2010
Banque du Liban August 2009 - September 2009
Bank of Beirut June 2008 - September 2008
Skills
Management Consulting, Market Entry, Strategy, Business Planning, Strategic Consulting, Business Strategy, Telecommunications, Economics, Governance, Project Planning, Banking, Business Transformation, Program Management, Business Analysis, Corporate Development, Due Diligence, Financial Modeling, Strategic Planning, Risk Management, Business Process..., Valuation, Financial Services, Emerging Markets, Mergers, Operating Models
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Fulbright Scholar, Keller Scholar
American University of Beirut 2007 — 2010
BA, Economics
College Melkart 1992 — 2007
French and Lebanese Baccalaureat
J.P. Morgan August 2014 - Present
Ball State University August 2013 - July 2014
Cisco Systems August 2013 - July 2014
Formstack June 2013 - August 2013
Anderson University- Software Research Center September 2012 - May 2013
Fathom Voice February 2012 - March 2012
Skills
PHP, AJAX, MySQL, Microsoft SQL Server, C++, C#, XHTML, HTML, CSS, CSS3, JavaScript, jQuery, jQuery UI, Cocoa, Microsoft Office, SQL, Windows, Visual Basic, VB.NET, Visual Studio, Web Development, Programming, Databases, PHPUnit, Object Oriented Design, Python, JSON, Web Applications, Public Speaking
Education
Anderson University 2009 — 2013
Bachelor of Science (B.S.), Computer Science
Anderson University 2009 — 2013
Department of Computer Science B.A, Computer Science
J.P. Morgan July 2015 - Present
Prudential Financial June 2012 - June 2015
Stevens Institute of Technology September 2009 - September 2011
Jewish Child Care Association June 2010 - February 2011
Vornado Realty Trust May 2008 - August 2008
Boston Equity Investments May 2007 - August 2007
College Pro Painters January 2007 - May 2007
Vornado Realty Trust May 2006 - January 2007
Skills
Marketing, Project Management, Research, Microsoft Office, Social Media, Commercial Real Estate, Sales, Microsoft Excel, Commercial Real Estate..., Real Estate Financing, Real Estate Economics, Mortgage Underwriting, Cash Flow Forecasting, Market Analysis, CMBS, Financial Modeling, Leadership, Public Speaking, PowerPoint, Admissions, Event Planning
Education
Stevens Institute of Technology 2010 — 2011
Masters, Project Management
Amherst College 2005 — 2009
Bachelors, Economics, Black Studies
University of the West Indies, St. Augustine Campus 2008 — 2008
Caribbean Economics
The Hill School 2001 — 2005
Combs Enterprises August 2015 - Present
J.P. Morgan May 2012 - July 2015
J.P. Morgan June 2011 - August 2011
JP Morgan May 2010 - August 2010
Morgan Keegan/Regions Financial Corporation May 2008 - August 2008
Skills
Financial Modeling, Derivatives, Communications Strategy, Valuation, Bloomberg, Financial Analysis, Investment Banking, Corporate Finance, Capital Markets, Fixed Income, Investments, Credit Analysis, Leadership, Networking, DCF, Financial Markets, Leveraged Finance, LBO, Series 7, Alternative Investments, Strategic Communications, Equity Valuation, Finance, Microsoft Office
Education
Florida Agricultural and Mechanical University 2008 — 2012
Bachelor of Science, Business Administration: Finance
American University in Dubai 2010 — 2011
Study Abroad, Arabic and Finance
PayPal November 2013 - Present
Syntel October 2007 - Present
American Express May 2009 - November 2013
J.P. Morgan February 2009 - May 2009
State Street April 2008 - February 2009
State Street March 2008 - December 2008
Skills
Java Enterprise Edition, JSP, Web Services, Hibernate, Oracle, Tomcat, Java, XML, JavaScript, Struts, Eclipse, JBoss Application Server, Maven, SOAP, MySQL
Education
Anna University 2003 — 2007
Bachelor of Technology, Information Technology
RMK engineering college 2003 — 2007
B.Tech, Information technology
Vidhya Vikaas Higher Sec School 2001 — 2003
HSC, Mathematical Biology
Sengunthar 2000 — 2001
SSLC; Matriculation
L2L Global September 2007 - Present
Energy Intelligence 2001 - Present
Giorgio Armani Prive January 2007 - January 2009
J.P. Morgan August 2001 - November 2001
Skills
Strategy Development, Design, International Business, Marketing Communications, E-commerce, Strategy, New Business Development, Venture Capital, Change Management, Business Strategy, Strategic Planning, Corporate Development, Market Research, Strategic Partnerships, Start-ups, Marketing Management, Marketing Strategy, Energy, Valuation, Mergers & Acquisitions, Management, Sales Management, Executive Management, Brand Development, Business Development, Marketing, Product Development, Renewable Energy, Corporate Finance, Product Marketing, Corporate Communications, Commodity, Negotiation, International Sales, Leadership, Analysis, CRM, Entrepreneurship, Public Relations, Emerging Markets, B2B, Due Diligence, Sales, Strategic Communications, Account Management, Team Leadership, Digital Media
Education
American University - Kogod School of Business 1998 — 2000
MBA, Finance & Information Systems
Central Saint Martins, London 1995 — 1998
HND & BA (Hons), Business of Fashion
J.P. Morgan June 2015 - Present
GE Capital March 2015 - June 2015
GE Asset Management November 2010 - March 2015
GE Asset Management January 2010 - November 2010
G.E Asset Management August 2006 - December 2009
John S. Herold, Inc. February 2001 - August 2006
Unique Business Systems February 2000 - February 2001
Synergy Infotech Pvt. Ltd. May 1998 - February 2000
Skills
Quality Assurance, Operations Management, Offshore Resource..., SDLC, Certified Project..., Applications Support, Program Management, Change Management, Oracle, EAI, Business Analysis, Integration, Project Management, Technical Support, Analysis, Process Improvement, Business Process, Databases, Disaster Recovery, PMO, Management, Team Management, Service Delivery, ITIL, PMP, Resource Management, Testing, IT Operations, Data Warehousing, Leadership, Project Planning, Business Intelligence, Software Project..., Software Development, Strategy, Enterprise Software, Microsoft SQL Server, IT Strategy, Vendor Management, IT Service Management, Requirements Analysis, Cross-functional Team..., Business Requirements, Business Process..., Team Leadership
Education
GE Crotonville 2014 — 2014
Building Essential Leadership Skills, Organizational Leadership
GE Crotonville 2012 — 2012
Leadership Development Course (LDC), Organizational Leadership
GE Crotonville 2009 — 2009
Foundations of leadership, Leadership
Amity Business School 1996 — 1998
Information Technology
Nagpur University 1991 — 1995
B.E, Electrical Engineering
Citigroup October 2011 - Present
J.P. Morgan December 2007 - July 2009
Citibank New York, NA January 1999 - December 2007
Salomon Smith Barney January 1997 - January 1999
Hamilton Bank January 1992 - January 1997
Skills
Finance, Equities, Banking, Risk Management, Financial Analysis, Financial Modeling, Portfolio Management, Capital Markets, Corporate Finance, Financial Risk, Credit, Investment Banking, Financial Services, Business Analysis, Asset Management
Education
Nova Southeastern University 1997 — 1999
MBA, Leadership
Ankara Üniversitesi 1983 — 1987
BS, Finance
Hutchison School June 2014 - Present
Dakota Ridge High School October 2012 - May 2014
Wimbledon College, London 2008 - 2012
Highgate Wood School August 2005 - August 2008
J.P. Morgan July 2001 - August 2002
Skills
Teaching, Public Speaking, Curriculum Design
Education
The Institute of Education, U. of London 2004 — 2005
PGCE, Secondary English
Birkbeck College, University of London 2003 — 2004
Master's degree, Modern Literature, Merit
Amherst College 1997 — 2001
Bachelor's degree, Economics, European Studies, Magna cum Laude
J.P. Morgan August 2014 - Present
Farmers Insurance May 2013 - August 2014
Farmers Insurance March 2011 - May 2013
HSBC July 2010 - March 2011
Skills
Property & Casualty..., Insurance, Casualty, Claim, Commercial Insurance, Life Insurance, Liability, Legal Liability, General Insurance, Underwriting, Workers Compensation, Health Insurance, Regulatory Compliance, Process Improvement, Management, Umbrella Insurance, Microsoft Excel, Analysis, Customer Service, Risk Management, Claims Management, Homeowners, Casualty Insurance
Education
American University - Kogod School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Wilmington University 2011 — 2013
Bachelor's Degree, Marketing
J.P. Morgan May 2013 - Present
Windsor Owners Corp. July 2013 - Present
Credit Renaissance Partners, LLC June 2008 - December 2012
Credit Renaissance Partners, LLC January 2010 - December 2011
Credit Renaissance Partners, LLC June 2008 - December 2009
Skills
Structured Products, Distressed Debt, Hedge Funds, MBS, ABS, CMBS, Residential Mortgages, Financial Modeling, Data Modeling, Hedging, Equity Derivatives, Matlab, C++, Java, VBA, HTML, MySQL, XAML, Intex, Bloomberg, Microsoft Excel, Mathematica, R, Stata, LaTeX, Eviews, Securitization, Portfolio Management, Python, Investments, Securities, Fixed Income, Quantitative Finance
Education
New York University 2011 — 2013
MS, Mathematics in Finance
Amherst College 2004 — 2008
BA (Honors), Mathematics, Economics, and Computer Science
Isidore Newman School 2000 — 2004
High School
GE Aviation January 2015 - Present
J.P. Morgan June 2013 - August 2013
Lockheed Martin June 2012 - August 2012
City of Chicago May 2011 - August 2011
The Walt Disney Company January 2011 - May 2011
Enterprise Rent-A-Car June 2010 - August 2010
Kahala June 2005 - August 2009
Shell Gas Station March 2003 - August 2009
76 Gas Station May 1999 - March 2003
Skills
Research, Public Speaking, Program Management, Policy Analysis, Analysis, Social Media, Management, Nonprofits, Leadership, Customer Service, Sales, Policy, PowerPoint, Data Analysis, Event Planning
Education
Yale School of Management
Global PreMBA Leadership Program
Willamette University 2009 — 2015
Bachelor's Degree, Economics
American University of Sharjah 2012 — 2013
Study Abroad Program, Arabic & Finance
Harvard Business School
Summer Venture in Management Program
J.P. Morgan July 2012 - Present
Skills
Behavioral Finance, Investments, Financial Analysis, Asset Management, Financial Markets, Mutual Funds, Securities
Education
Amherst College 2008 — 2012
Bachelor's Degree, Math, Economics, and Computer Science, 3.89
J.P. Morgan June 2014 - Present
J.P. Morgan May 2013 - August 2013
Nantucket Valet March 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Mac OS, Valuation, Accounting, Corporate Finance, Investment Banking
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Political Science
Delbarton School 2004 — 2010
Tuck School of Business at Dartmouth
Summer Business Bridge Program
University of Massachusetts Amherst August 2015 - Present
University of Massachusetts Amherst September 2012 - May 2014
CreditSights May 2012 - January 2014
J.P. Morgan June 2011 - August 2011
Mount Holyoke College January 2009 - May 2011
Citi June 2010 - August 2010
Skills
Economics, Financial Modeling, Finance, Fixed Income, Languages: English,..., Data Analysis, Competitive Analysis, Quantitative Analytics, Microsoft Office, Research, Statistics, Valuation, Alternative Investments, Stata, Investments, Financial Analysis, Microsoft Excel, Bloomberg, Risk Management, Corporate Finance, Capital Markets, Market Research, Strategy, SQL, Matlab, Derivatives, Equities, VBA, PowerPoint, Public Speaking, SPSS
Education
Isenberg School of Management, UMass Amherst 2012 — 2014
Master of Business Administration (MBA), Finance, 3.95/4.00
Mount Holyoke College 2008 — 2012
B.A, Economics & Mathematics, Magna Cum Laude
Amherst College 2011 — 2011
Law and Economics
FLSS - Vietnam National University 2004 — 2007
Harvard Business School June 2013 - Present
moduleQ June 2013 - Present
moduleQ September 2012 - June 2013
Consumer Financial Protection Bureau November 2011 - January 2013
Consumer Financial Protection Bureau January 2011 - October 2011
Harvard Law School September 2008 - December 2010
The Boston Consulting Group October 2003 - April 2007
Center for Organizational Fitness 2002 - 2003
Cravath, Swaine & Moore LLP June 2002 - August 2002
J.P. Morgan June 2001 - August 2001
Skills
Strategy, Finance, Organizational..., Organizational Design, Performance Management, Mortgage Lending, Capital Markets, Policy, Organizational..., Leadership, Leadership Development, Due Diligence, Start-ups, Mergers & Acquisitions, Management, Analytics, Governance, Valuation, Restructuring, Banking, Management Consulting, Economics, Business Strategy, Venture Capital, Executive Management, Fundraising, Operations Management, Strategic Planning, Entrepreneurship, Japanese
Education
Harvard University 2007 — 2013
Doctorate, Management
Harvard Business School 1999 — 2003
MBA, General Management (Section D)
Harvard Law School 1999 — 2003
JD, Law
Amherst College 1994 — 1998
A.B., Economics
Harvard-Westlake School 1988 — 1994
(Middle School / High School)
Center for Early Education 1980 — 1988
Elementary School
J.P. Morgan July 2013 - February 2014
J.P. Morgan May 2012 - August 2012
Northern Trust Corporation May 2011 - July 2011
Northern Trust Corporation May 2010 - July 2010
Skills
Series 7, Microsoft Office, Financial Analysis, Teamwork, Investments, Management, Finance, Analysis, Event Planning, Social Media
Education
American University 2015 — 2018
Master of Arts (M.A.)/Master of Business Administration (MBA), International Relations and Affairs
Florida Agricultural and Mechanical University 2008 — 2012
Bachelor's Degree in Business Administration, Finance
Shanghai University 2011 — 2011
International Business, Mandarin Chinese
MetaBank October 2013 - Present
J.P. Morgan, Global Wealth Management October 2010 - October 2013
PNC, Community Banking Division May 2007 - November 2010
U.S. Bank, Retail Banking Division December 2005 - May 2007
J.P. Morgan June 2003 - December 2005
Bank of America, Mortgage Servicing Division March 1999 - June 2003
Skills
Leadership, Banking, Management, Training, Risk Management, Process Improvement, Cross-functional Team..., Business Development, Executive Management, Project Management, Policy, Retail Banking, Strategy, Internal Audit, Operations Management, Employee Training, Employee Relations, Business Analysis, Operational Risk..., Coaching, CRM, Anti Money Laundering, Corporate Fraud...
Education
University of Louisville 1991 — 1995
Political Science, International Relations and National Security Studies
American University of Beirut
Master of Business Administration ( CEMBA ), Business Administration, Management and Operations
Estimize August 2013 - Present
Amherst College September 2013 - Present
TAL International June 2015 - August 2015
J.P. Morgan July 2014 - August 2014
Amherst College Athletics September 2012 - September 2013
Amherst College June 2013 - July 2013
lesserCarbon December 2011 - April 2013
Skills
Java, Data Structures, Microsoft Excel, Stata, C++, HTML, C, Econometrics, MapReduce, Assembly Language, Logic, Entrepreneurship, Git, LaTeX, GUI, Animation, Revenue Forecasting, Macroeconomics, Algorithm Analysis, Algorithm Design, Unix Shell Scripting, Qbasic, Statistics
Education
Amherst College 2012 — 2016
Bachelor of Arts (B.A.), Computer Science and Economics, 3.8/4.0
Delhi Public School, Dwarka 2010 — 2012
High School, Physics, Chemistry, Mathematics, Geography, English, 96.4%
J.P. Morgan June 2011 - Present
Education
Amherst College 2007 — 2011
Bachelor of Arts (B.A.)
The Pingry School 2003 — 2007
J.P. Morgan July 2015 - Present
The Greene Turtle August 2011 - July 2015
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Research, Leadership, C, Database Design, HTML, Java, Linear Algebra, Numerical Analysis, PHP, Programming, Teamwork, Mathematics, Windows, Team Leadership
Education
Salisbury University 2013 — 2015
Bachelor of Science (BS), Mathematics and Computer Science
Anne Arundel Community College 2010 — 2013
Associate's degree, Mathematics
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
J.P. Morgan May 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Skills
Valuation, Financial Modeling, Investments, Team Leadership, Market Research, Microsoft Excel, Investment Banking, PowerPoint, Financial Analysis, Microsoft Office, Marketing, Finance, Data Analysis, Bloomberg, Research
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), History, Cum Laude
Chaminade High School 2007 — 2011
Lindsay Goldberg July 2014 - Present
J.P. Morgan June 2012 - June 2013
J.P. Morgan May 2011 - August 2011
The Princeton Review June 2010 - September 2010
Skills
Economics, Financial Modeling, Financial Analysis, Marketing, Microsoft Excel, Valuation, Finance, Data Analysis, Research, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Investment Banking, Private Equity
Education
Amherst College 2008 — 2012
Bachelor of Arts, Philosophy and Economics
Bank of America October 2014 - Present
Wells Fargo July 2013 - August 2014
Kforce Inc August 2011 - August 2014
J.P. Morgan August 2011 - August 2012
Goldman Sachs April 2010 - August 2011
Infosys Technologies Ltd April 2010 - August 2011
Wipro Technologies October 2005 - March 2010
Skills
Hibernate, Struts, Java, Servlets, JDBC, Spring, XML, DB2, JUnit, Subversion, Maven, JAXB, Unix Shell Scripting, JSP, Oracle 9i, Web Services, Unix, Hadoop, Sqoop, Hive
Education
Anna University 2001 — 2005
B Tech, Information Technology
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Auxol Capital, LLC. May 2012 - August 2012
WestPark Capital, Inc. May 2012 - July 2012
Education
Amherst College 2010 — 2014
Bachelor of Arts (B.A.), Economics
J.P. Morgan May 2015 - Present
Ernst & Young January 2012 - May 2015
Roswell Park Cancer Institute June 2011 - December 2011
ZEETAA Business Solutions (P) Ltd, Chennai October 2009 - January 2010
Skills
OFAC, Economic Sanctions, Anti Money Laundering, Requirements Gathering, Risk Management, Requirements Analysis, Visio, SQL, Business Intelligence, Data Analysis, Systems Analysis, Data Modeling, Data Warehousing, IT Audit, Data Mining, Risk Assessment, Vendor Management, Databases, SAS, Incident Management, MS Project, Vendor Relationships, Risk Analytics, Feasibility Studies, Management, Project Management, Business Analysis, Microsoft Project, Consulting
Education
State University of New York at Buffalo - School of Management 2010 — 2011
Master of Science (M.S.), Management Information Systems
Anna University 2005 — 2009
B.E., Computer Science and Engineering
J.P. Morgan November 2014 - Present
J.P. Morgan June 2013 - October 2014
Fulbright U.S. Student Program August 2012 - June 2013
J.P. Morgan June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Council on International Educational Exchange May 2009 - July 2009
Cross Cultural Solutions July 2008 - August 2008
The Dalton School June 2008 - June 2008
Scholar Rescue Fund April 2008 - June 2008
Institute of International Education July 2007 - August 2007
Skills
Research, Microsoft Excel, Public Speaking, Teaching, Editing
Education
Amherst College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Religion, GPA 3.99
Antioch University: Antioch Education Abroad
J.P. Morgan July 2013 - April 2015
ZS Associates July 2012 - June 2013
University of Windsor May 2011 - July 2011
University of Minnesota May 2010 - July 2010
Skills
Equity Derivatives, Fixed Income..., FX Derivatives, Microsoft Excel, PowerPoint, SAS, Matlab, Python, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Finance
Harvard University 2015 — 2017
Cross-Registered Student
Indian Institute of Technology, Roorkee 2008 — 2012
B.Tech, Civil Engineering, 9.17/10.00. Batch Rank: 2/88
Apeejay School 2001 — 2008
AISSCE
Evercore ISI June 2015 - Present
J.P. Morgan January 2015 - February 2015
Evercore June 2014 - August 2014
GMO May 2012 - August 2012
Education
Amherst College 2011 — 2015
Bachelor’s Degree, Economics and Political Science
Phillips Academy Andover 2007 — 2011
Fannie Mae September 2014 - Present
Fannie Mae June 2014 - August 2014
Jones Lang LaSalle February 2011 - September 2013
Trust Company of America September 2008 - February 2011
J.P. Morgan January 2005 - September 2008
Skills
Investments, Finance, Real Estate Economics, Financial Modeling, Investment Management, Corporate Finance, Capital Markets, Private Equity, Institutional..., DCF, Analysis, Banking, Financial Reporting, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Customer Service, Valuation, Alternative Investments, Commercial Real Estate..., Foreign Investment, Business Relationship..., Quantitative Analytics, Quantitative Finance, Risk Management, Microsoft Excel, MS Excel Pivot Tables, PowerPoint, Econometrics, Credit Analysis, Underwriting, Equity Trading, Cash Flow Forecasting, Bloomberg, Asset Allocation, RCA, CoStar, REIS
Education
American University - Kogod School of Business 2013 — 2014
Master's Degree, Real Estate and Finance
The Johns Hopkins University - Carey Business School 2013 — 2013
Visiting Student-MS Real Estate Program, Real Estate
University of Colorado Boulder - Leeds School of Business 2006 — 2010
Bachelor of Science (BS), Finance and Accounting
J.P. Morgan October 2012 - Present
Sweet Lee & Co. October 2012 - Present
Sam Ash Music July 2011 - October 2012
Summer Winds Music Program November 2009 - July 2012
The Old Post Office Play House December 2007 - December 2010
Checkmate Studios June 2009 - June 2010
Western Piedmont Symphony March 2008 - December 2008
Skills
Band, Music, Musical Theatre, Entertainment, Orchestral Music, Music Industry, Film, Concerts, Stage, Musicians, Performing Arts, Sound Design, Singing, Composition
Education
Appalachian State University
Argos Global February 2015 - April 2015
Rabya Trading & Agriculture Co. Ltd. January 2011 - December 2014
J.P. Morgan February 2008 - October 2010
JPMorgan Chase September 2006 - December 2007
Skills
Credit Risk, Business Strategy, Financial Accounting, Operations Management, International Finance, Investments, Asset Managment, Asset Management, Business Development, Business Planning, CRM, Corporate Finance, Derivatives, Equities, Finance, Financial Analysis, Financial Reporting, Fixed Income, Hedge Funds, Investment Banking, Management, Mutual Funds, Negotiation, Private Equity, Risk Management, Strategy, Valuation, Financial Modeling, Due Diligence, Emerging Markets, Portfolio Management, Financial Services, Banking, Analysis, Project Management, Trading, Business Analysis, New Business Development, Management Consulting, Leadership, Customer Service, Microsoft Office
Education
Florida International University 2004 — 2006
BBA, International Business
American University of Beirut 1998 — 1999
Brummana High school 1995 — 1998
High school diploma
Edelman Financial Services 2014 - Present
Fidelity Investments 2012 - 2014
Merrill Lynch 2010 - 2012
J.P. Morgan 2005 - 2009
Skills
Certified Financial...
Education
Amherst College 2001 — 2005
Bachelor of Arts (BA), Economics
Centerview Partners July 2014 - Present
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Education
Amherst College 2010 — 2014
Economics, Spanish
Deloitte July 2013 - Present
Ping Pong One LLC. 2010 - 2010
J.P. Morgan June 2009 - July 2009
DC Earned Income Tax Credit Campaign January 2009 - March 2009
IBM Global Business Services May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Workday, Microsoft Excel, Valuation, Business Analysis, Bloomberg, Consulting, Management Consulting, Bloomberg Terminal, Derivatives, Investments, Risk Management, Equity Research, Leadership, Project Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2013
Master of Science in Finance
American University - Kogod School of Business 2007 — 2011
Bachelor of Science in Business Administration, Finance and Marketing
American University- College of Arts and Sciences 2007 — 2011
Bachelor of Arts, Economics
Skema Business School, Sophia-Antipolis, France 2009 — 2009
Study Abroad
TA Associates July 2015 - Present
J.P. Morgan June 2013 - July 2015
J.P. Morgan June 2012 - August 2012
State Street Global Advisors (SSgA) June 2011 - August 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Capital IQ, PowerPoint, Equity Valuation, DCF, Microsoft Excel, Bloomberg Terminal
Education
Amherst College 2009 — 2013
Mathematics, Economics
Medfield High School 2005 — 2009
J.P. Morgan May 2015 - Present
Amherst College September 2011 - June 2015
Gatemore Capital Management May 2013 - August 2013
Skills
Research, Public Speaking, PowerPoint, Spanish, Matlab, Microsoft Office, Editing, Data Analysis
Education
Amherst College 2011 — 2015
Economics, Physics
Groton School 2008 — 2011
Mouth Meets South January 2015 - Present
The Scripps Howard School of Journalism and Communications, Hampton University August 2014 - Present
TMH Communications July 2011 - Present
Portfolio Recovery Associates, Inc. May 2010 - July 2011
J.P. Morgan June 2006 - April 2010
The Madison Group 2001 - 2006
The Mazer Corporation 2000 - 2001
Skills
Leadership, Corporate Communications, Social Media, Media Relations, Strategy, Strategic Communications, Public Relations, Change Management, Integrated Marketing, Marketing, Internal Communications, Marketing Communications, Event Planning, Social Media Marketing, Management, Public Affairs, Reputation Management, Crisis Communications, Executive..., Issues Management, Training
Education
Antioch University Midwest
M.A., Management
The Ohio State University
B.A., Journalism
Rocket Internet SE May 2014 - Present
Devon Rex Capital August 2012 - May 2014
J.P. Morgan June 2009 - July 2010
Goldman Sachs June 2008 - August 2008
Skills
Financial Modeling, Economics
Education
The London School of Economics and Political Science (LSE) 2010 — 2013
Master’s Degree, Management and Regulation of Risk (Finance)
Amherst College
Bachelor’s Degree, Economics
J.P. Morgan July 2012 - Present
J.P. Morgan May 2010 - June 2012
America's Growth Capital September 2008 - April 2010
The Kessler Group June 2007 - August 2007
Geneva Global 2006 - 2006
Skills
Valuation, Financial Modeling, Investment Banking, Bloomberg, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Investments, Fixed Income, Mergers, Corporate Development, Mergers & Acquisitions, Entrepreneurship
Education
Tuck Business Bridge Program 2008 — 2008
Bridge Program, Corporate Finance, Managerial Economics, Strategy, and Financial Accounting
Amherst College 2004 — 2008
Bachelor of Arts, Psychology
J.P. Morgan March 2015 - Present
JP Morgan Chase September 2009 - March 2015
Washington Mutual Bank July 2007 - September 2008
Wachovia Securities, LLC January 2006 - July 2007
Skills
Financial Analysis, Commercial Lending, Investments, Finance, Credit, Credit Analysis, Underwriting, Loans, Portfolio Management, Management, Financial Modeling, Asset Management, Real Estate, Risk Management, Banking, Mortgage Lending
Education
Andrews University 2000 — 2004
BA, Finance
BNY Mellon May 2014 - Present
Life Light International February 2014 - Present
Bank of America December 2011 - October 2014
J.P. Morgan March 2011 - December 2011
Skills
Microsoft Excel, Microsoft Word, Tax Preparation, PowerPoint, Accounting, Tax, Income Tax, Tax Returns, Bookkeeping, QuickBooks, Financial Reporting, Sales Tax, Research, Financial Accounting, Corporate Tax, Account Reconciliation, Customer Service, Auditing, Business Analysis, Banking
Education
Anglia Ruskin University 2009 — 2010
Master's degree, Finance and accounting
Association Of Certified Chartered Accountant 2007 — 2009
Professional, Accounting
Obafemi Awolowo University 1995 — 2000
Bachelor, Accounting
J.P. Morgan July 2012 - Present
Moody's May 2007 - July 2010
Skills
Series 63, Securitization, Chartered Financial..., Valuation, Equity Research, Investment Banking, Financial Modeling, Private Equity, Capital Markets, Fixed Income, LBO, IPO, Mergers
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
CFA Charterholder (since 2013) 2008 — 2010
Chartered Financial Analyst designation
Sophia University 2005 — 2006
Japanese
Amherst College 2001 — 2005
BA, History & Asian Studies
BNY Mellon 2006 - Present
J.P. Morgan 2003 - 2006
Banc of America Securities 2001 - 2003
Chase Securities 1987 - 2001
Laventhol & Horwath 1985 - 1987
Peat Marwick 1982 - 1985
Peat Marwick 1980 - 1982
Peat Marwick 1978 - 1980
Skills
Capital Markets, Management Consulting, Real Estate, Bonds, Public Finance, Business Development, Financial Structuring, Fixed Income, Financial Modeling, Investments, Auditing, Portfolio Management, Financial Analysis, Investment Banking, Mergers & Acquisitions, Banking, Financial Services
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Accounting
Amherst College 1974 — 1978
BA, Economics, Religion
Moody's Analytics DirectorMoody's KMV2003 - Present
J.P. Morgan 1983 - 1999
Chemical Bank 1978 - 1981
Skills
Valuation, Financial Services, Product Management, Portfolio Management, Management, Fixed Income, Risk Management, Capital Markets, Financial Modeling, Financial Analysis, Credit Risk, Due Diligence, Agile Methodologies, SaaS, Equities, Analytics, Strategic Partnerships, Derivatives, Financial Risk
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA
Amherst College 1972 — 1976
Ventura County Community Foundation 2003 - Present
Catholic Education Foundation 1999 - 2003
J.P. Morgan April 1992 - 1998
Security Pacific Bank 1984 - 1994
Security Pacific Bank 1982 - 1984
Skills
Grants, Non-profits, Management, Community Outreach, Philanthropy, Entrepreneurship, Fundraising, Board Development, Program Management, Nonprofits, Leadership, Planned Giving, Investments, Mutual Funds, Program Development, Grant Writing, Equities, Public Speaking, Strategic Planning, Event Planning, Volunteer Management, Media Relations, Public Policy, Strategic Communications, Teaching, Non-profit..., Leadership Development
Education
Tufts University - The Fletcher School of Law and Diplomacy 1980 — 1982
MALD, International Law, International Organizations, US Foreign Policy and Diplomatic History
Amherst College 1976 — 1980
BA cum laude, European and American History
J.P. Morgan February 2014 - Present
J.P. Morgan July 2010 - January 2014
JPMorgan Chase July 2007 - August 2010
JPMorgan Chase May 2006 - August 2006
Skills
Investments, Financial Modeling, Wealth Management..., Equities, Portfolio Management, Bloomberg, Fixed Income, Capital Markets, Alternative Investments, Hedge Funds, Private Equity, Asset Allocation, Investment Banking, Wealth Management, Asset Management, Financial Analysis, Finance, Series 7
Education
American University 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Marketing
American University - Kogod School of Business 2003 — 2007
BA, Business Administration, Finance, Marketing, Psychology
Moody's Investors Service 2013 - Present
New York Life Investment Management LLC 2008 - 2012
New York Life Investment Management LLC 2003 - 2008
J.P. Morgan 1999 - 2002
J.P. Morgan 1998 - 1999
J.P. Morgan 1997 - 1998
Bankers Trust Company 1994 - 1997
Bankers Trust Company June 1993 - August 1993
Paul Hastings Janofsky & Walker June 1992 - August 1992
Brown Rudnick Freed & Gesmer June 1991 - August 1991
Skills
Structuring, Fixed Income, Derivatives, Product Management, Asset Management, Legal Documentation, Client Relations Skills, Writing, Communicate Clearly, CDO, CLO, Manage Client..., Investment Management, Separately Managed..., Separate Accounts, Mutual Funds, Communication Skills, Product Development, Legal Documents, Structured Finance, Corporate Finance, Financial Structuring, Investments, Asset Managment, Portfolio Management, Finance, Structured Products, Capital Markets, Financial Services
Education
Harvard Law School 1990 — 1994
JD
Harvard Business School 1990 — 1994
MBA
Amherst College 1984 — 1988
BA, Economics, Psychology
Hunter College High School 1978 — 1984
Channel Gear, LLC October 2013 - Present
Motley Fool Asset Management January 2010 - April 2013
Motley Fool Asset Management, LLC December 2008 - December 2009
The Motley Fool January 2008 - November 2008
The Motley Fool December 2006 - December 2007
IFC - International Finance Corporation April 2005 - November 2006
IFC - International Finance Corporation December 2002 - April 2005
IFC - International Finance Corporation June 2000 - November 2002
IFC - International Finance Corporation September 1997 - June 2000
J.P. Morgan November 1994 - July 1997
Skills
Team Building, Public Speaking, Hedge Funds, Mutual Funds, Trading, Trading Systems, Electronic Trading, Equity Trading, Trading Strategies, FX trading, Private Equity, Investment Banking, Index Funds, Government, Risk Management, Investments, Series 7, Bloomberg, Options, Emerging Markets, Project Finance, Asset Management, Portfolio Management, Financial Modeling, Capital Markets, Business Development, Finance, Venture Capital, Derivatives, Investment Management, Valuation, Corporate Finance, Securities, Due Diligence, Alternative Investments, Equity Research, Mergers & Acquisitions, Equities, Financial Analysis
Education
The George Washington University 1999 — 1999
Graduate Certification, Client/Server Design & Development
American University - Kogod School of Business 1989 — 1993
BSBA, Finance
The Tracker School - Tom Brown, Jr.
Graduate of several courses of study - see below...
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - Present
JP Morgan November 2010 - May 2013
Citigroup June 2009 - November 2010
Bank of America September 2007 - December 2008
Wells Fargo April 2004 - September 2007
Wachovia Bank June 2003 - October 2005
Skills
Operational Risk, Change Management, Credit Risk, Basel II, Sarbanes-Oxley Act, COBIT, Information Security, Analysis, Internal Audit, Investment Banking, Information Technology, Management, Capital Markets, Internal Controls, Sarbanes-Oxley, SDLC, Risk Management, Vendor Management, Business Analysis, PMO, Program Management, Enterprise Risk..., Project Management, Process Improvement, Requirements Analysis
Education
Appalachian State University 2001 — 2003
B.S. Business Administration, Information Systems
J.P. Morgan July 2012 - Present
J.P. Morgan July 2010 - July 2012
JPMorgan Chase July 2009 - July 2010
JPMorgan Chase June 2008 - August 2008
JPMorgan Chase May 2007 - August 2007
Skills
Financial Modeling, Capital Markets, Derivatives, Financial Markets, Financial Analysis, Corporate Finance, Client Relationship..., Bank Relationship..., Language Skills, Structured Products, Valuation, Portfolio Management, Investments, Fixed Income, Banking, Equities
Education
American University - Kogod School of Business 2005 — 2009
BSBA, Finance, Accounting, Economics
Segra Capital Management, LLC July 2014 - Present
J.P. Morgan December 2010 - July 2014
J.P. Morgan January 2009 - December 2010
J.P. Morgan September 2007 - January 2009
Skills
Capital Markets, Financial Structuring, Interest Rate..., Credit, Loan Origination, Fixed Income, Equities, Investment Banking, Valuation, Bloomberg, Financial Modeling, Hedge Funds, Series 7, Securities, Series 63, Investments, Portfolio Management, Derivatives, Financial Analysis, Alternative Investments
Education
Amherst College 2003 — 2007
Bachelor of the Arts, Law, Jurisprudence and Social Thought
FXall January 2010 - Present
FxAll 2007 - 2010
J.P. Morgan 2009 - 2009
iflex solutions ltd 2005 - 2009
Patni Computer Systems 1999 - 2004
Education
Annamalai University
BE, Electronics
CyberTimez April 2015 - Present
J.P. Morgan July 2013 - March 2015
Congressional Schools September 2003 - August 2013
U.S. Bank August 2005 - May 2013
GE Capital Services August 1997 - July 2005
GE Information Services 1984 - 1997
Institute of International Finance March 1983 - August 1984
Skills
Leadership, Strategic Planning, Credit Cards, Banking, Forecasting, Relationship Management, Commercial Lending, Credit, Mortgage Lending, Process Improvement, Sales Management, Business Analysis, Payments, Cross Selling, Finance, Financial Services, Treasury Management, Risk Management, Loans, Credit Analysis, New Business Development, Vendor Management, Executive Management, Portfolio Management, Small Business Lending, Training, Commercial Banking, Financial Analysis, Cash Management, Sales, Business Development, Sales Operations, CRM, Customer Acquisition, Negotiation, Marketing, Credit Risk, Investments, Consumer Lending, Product Marketing
Education
American University - Kogod School of Business 1983 — 1986
MBA, Real Estate and Urban Development
American University - Kogod School of Business 1978 — 1982
BSBA, Economics and International Business
Mutual of America October 2007 - Present
J.P. Morgan August 2006 - October 2007
JP Morgan Chase August 2004 - August 2006
Waddell & Reed May 2002 - August 2004
Skills
Retirement Planning, Retirement, Business Analysis, Financial Modeling, Pensions, Direct Sales
Education
Regis University 2005 — 2008
Master of Business Administration (MBA), Finance and Accounting
Angelo State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance
San Angelo
SolarWinds October 2013 - Present
SolarWinds October 2012 - September 2013
SolarWinds January 2012 - September 2012
SolarWinds July 2011 - December 2011
SolarWinds April 2009 - June 2011
J.P. Morgan 2006 - 2008
UBS Investment Bank 2004 - 2006
Piper Jaffray 2003 - 2004
Credit Suisse First Boston 1999 - 2003
G2R 1997 - 1999
Skills
Enterprise Software, Investment Banking, Business Development, Mergers & Acquisitions, Corporate Development, SaaS, Venture Capital
Education
Amherst College 1990 — 1994
A.B., Mathematics
Invesco Ltd. 2015 - Present
J.P. Morgan 2014 - 2015
DUMAC, LLC (Investment Manager for the Duke University Endowment) 2013 - 2013
Silver Point Capital 2009 - 2012
Skills
Financial Modeling, Valuation, Hedge Funds, Financial Analysis, Investments, Corporate Finance, Equities, Fixed Income, Private Equity, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Portfolio Management, Due Diligence, Investment Banking, Bonds, High Yield, Credit Analysis, Leveraged Finance, Business Valuation, Structured Finance
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA), Dual Concentration in Finance (Corporate and Investment)
Appalachian State University 2005 — 2009
Bachelor of Science in Business Administration, Finance and Banking, Magna Cum Laude
J.P. Morgan January 2013 - Present
J.P. Morgan July 2011 - December 2012
Macquarie Group August 2009 - July 2011
Education
Amherst College 2005 — 2009
Bachelor of Arts, Economics
Chadwick
New Leadership Charter School May 2008 - September 2013
CAADstone Property Management May 1996 - June 2008
Charmaine White, MBA June 2007 - April 2008
JPMorgan Chase & Co. August 1998 - December 2000
JPMorgan Chase & Co. June 1996 - July 1998
JPMorgan Chase & Co. August 1995 - May 1996
J.P. Morgan June 1994 - August 1994
Merrill Lynch August 1991 - July 1993
Skills
Staff Development, Program Development, Nonprofits, Financial Planning, Curriculum Development, Fundraising, Program Evaluation, Public Speaking, Educational Leadership, Curriculum Design, Community Outreach, Teaching, Grants, Non-profits, Management, Grant Writing, Financial Analysis, Financial Reporting, Corporate Finance, Change Management, Public Relations, Leadership
Education
National Institute For School Leadership 2011 — 2013
School Leadership Executive Development Program
Duke University - The Fuqua School of Business 1993 — 1995
Master of Business Administration (MBA), Finance and International Marketing
Amherst College 1989 — 1991
Bachelor of Arts (BA), Political Science, English and Economics
J.P. Morgan June 2015 - Present
Cleantech Group August 2014 - March 2015
Cleantech Group November 2013 - August 2014
HSBC Private Bank July 2010 - July 2012
HSBC Private Bank January 2010 - May 2010
HSBC Private Bank June 2009 - December 2009
HSBC Private Bank October 2008 - May 2009
Skills
Relationship Management, Management, Emerging Markets, New Business Development, Bloomberg, Structured Products, Customer Service, KYC, Asset Management
Education
Amherst College
Bachelor of Arts (BA), Geology
Emergency Care Programs 2011 — 2011
Emergency Medical Technician - Basic
Lycée International de Saint-Germain-en-Laye
French Baccalaureate with International Option, Economique et Sociale, High Honors
J.P. Morgan June 2015 - Present
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - June 2014
J.P. Morgan June 2011 - June 2013
Amherst College Center for Community Engagement January 2009 - May 2011
J.P. Morgan June 2010 - August 2010
U.S. House of Representatives June 2009 - August 2009
Skills
Financial Modeling, Economics, Valuation, Research, Data Analysis, Bloomberg, PowerPoint, Microsoft Excel, Corporate Finance, Due Diligence, Microsoft Office, Financial Analysis
Education
Amherst College 2007 — 2011
Bachelor of Arts (B.A.), English and Economics
Sunny Hills High School 2004 — 2007
International Baccalaureate diploma
Cerberus Capital Management 2012 - Present
J.P. Morgan February 2010 - July 2012
Education
Amherst College 2005 — 2009
B.A., Economics; English
Audible, an Amazon Company September 2014 - Present
J.P. Morgan April 2011 - March 2013
Nuru International June 2010 - March 2011
American Express 2000 - 2008
IBM June 1999 - August 1999
SEI Information Technology January 1995 - January 1998
Traceries June 1993 - March 1995
Skills
Marketing Strategy, Digital Marketing, Digital Strategy, Product Development, Product Management, Portfolio Management, B2C marketing, B2B Marketing, P&L Management, Relationship Management, Strategic Partnerships, Financial Services, Credit Cards, Business Insights, Analytics, Direct Marketing, Customer Acquisition, Customer Engagement, Brand Management, Marketing Communications, Integrated Marketing, Event Planning, Community Development, Business Development, Marketing, Management Consulting, Social Media Marketing, Project Management, Segmentation, Advertising, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Marketing and Management
University of Virginia
Master of Arts (MA), Architectural History
Anna University
Bachelor's Degree, Architecture
Huntington National Bank July 2015 - Present
National General Insurance January 2015 - June 2015
J.P. Morgan August 2013 - December 2014
PNC November 2012 - July 2013
Wyndham Worldwide December 2011 - October 2012
Skills
EIGRP, OSPF, VPN, Routing Protocols, TCP/IP, Cisco Switches, NAT, CiscoWorks, BGP, Cisco Nexus, LAN, LAN Switching, Network Engineering, Checkpoint, Network Security, Cisco Routers, Networking, Cisco Technologies, Routing, Troubleshooting, Switching
Education
Anna University 2002 — 2006
Bachelor's degree, Electrical, Electronics and Communications Engineering
Anna University 2002 — 2006
Bachelors, Electronics
J.P. Morgan June 2008 - Present
Bear Stearns 1998 - 2008
AIG 1994 - 1998
Education
Anna University 1989 — 1992
MS, Computer Science
St Xavier's College 1986 — 1989
BS, Mathematics
J.P. Morgan June 2014 - Present
Bank of America July 2010 - June 2014
The Hartford September 2009 - July 2010
Saudi Hollandi Bank April 2006 - August 2009
Skills
Test Automation, QTP, Quality Center, Selenium, Defect Tracking, Quality Assurance, VBScript, Test Planning, Test Management, Manual Testing, Agile Methodologies, XML, Requirements Analysis, Python, Fixed Income, Bloomberg Terminal, Bond Pricing, Electronic Trading
Education
Anna University 2002 — 2006
B.E, Computer Science and Engineering
Hindusthan College of Engineering and Technology 2002 — 2006
Bachelor of Engineering (BEng), Computer Science
J.P. Morgan 1998 - Present
J.P. Morgan January 2008 - May 2011
J.P. Morgan January 2005 - December 2007
J.P. Morgan August 1998 - December 2004
White & Case October 1996 - August 1998
Skills
Restructuring, Leveraged Finance, Capital Markets
Education
Northwestern University School of Law 1993 — 1996
J.D., Law
Amherst College 1988 — 1992
B.A., Political Science
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Mercury July 2011 - August 2011
Mercury June 2010 - August 2010
Skills
Investment Banking, Leveraged Finance, High Yield Bonds, Financial Statements, Financial Analysis, Public Affairs, Political Communication, Strategic Communications, Crisis Communications, Public Relations, Microsoft Excel, Microsoft Word, PowerPoint
Education
Amherst College 2009 — 2013
B.A., History, Magna Cum Laude, 3.8 GPA
Millburn High School 2005 — 2009
High School Diploma, 4.3 GPA
J.P. Morgan February 2007 - Present
Investment Company Institute May 1998 - February 2007
Education
American University - Kogod School of Business 2003 — 2005
MBA, Finance & Accounting
Roanoke College 1994 — 1998
BBA
J.P. Morgan May 2012 - June 2015
J.P. Morgan August 2011 - May 2012
J.P. Morgan September 2010 - August 2011
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Amherst College 2006 — 2010
Bachelor of Arts (B.A.), Physics
Marts & Lundy, Inc. 2013 - Present
Duke University July 2010 - October 2012
Colby College 2003 - 2010
Macalester College 1995 - 2003
Morehouse College 1988 - 1995
Johns Hopkins University 1984 - 1988
Amherst College 1981 - 1984
J.P. Morgan 1977 - 1981
Skills
Philanthropy, Board Development, Higher Education, Non-profits, Fundraising, Volunteer Management, Nonprofits, Annual Giving, Alumni Relations, Grant Writing, Strategic Planning, Stewardship, Community Outreach, Program Development, Grants, Public Speaking, Editing, Donor Development, Event Management, Public Policy, Planned Giving, Leadership Development, Event Planning, Organizational..., Staff Development, Policy Analysis, Public Relations, Prospect Research, Policy, Strategic Communications, Community Development, Proposal Writing, Non-profit..., Program Evaluation, Research, Media Relations, International Relations, Student Affairs, Economic Development, Qualitative Research, Training, Workshop Facilitation, Career Counseling, Program Management, International..., Social Entrepreneurship, Corporate Social..., Data Analysis, Leadership, Politics
Education
Stanford University Graduate School of Business 1975 — 1977
MBA, PMP
Amherst College 1970 — 1974
BA, American Studies
Harvard University Graduate School of Education
certificate, Institute for Educational Management
J.P. Morgan October 2014 - Present
IMS Health October 2013 - October 2014
IMS Health June 2011 - September 2013
Skills
Series 99, SQL, Data Analysis, Access, VBA, Data Mining, Microsoft SQL Server, Microsoft Excel, Tableau, PowerPoint, Data Visualization, Analytics
Education
University of Delaware 2009 — 2010
M.S, Computer and Information Science
Anna University 2004 — 2008
B.E, Computer Science & Engineering
Global Lending Services LLC October 2014 - Present
Exeter Finance Corp November 2013 - October 2014
Exeter Finance Corp April 2012 - November 2013
GM Financial October 2007 - April 2012
J.P. Morgan June 2006 - October 2007
Skills
Financial Reporting, Accounting, Forecasting, Financial Analysis, Microsoft Excel, Credit, Finance, Risk Management, Corporate Finance, Process Improvement, Analysis, Financial Modeling, Leadership, Management, Financial Statements, Cash Management
Education
Texas A&M University-Commerce 2012 — 2013
MBA
Anderson University 2002 — 2006
Bachelor of Arts, Business Management
Sylvia Cartwright MD Inc August 2013 - Present
UC San Diego Health System June 2009 - June 2013
J.P. Morgan 2000 - 2001
American Management Systems 1997 - 1999
Credit Lyonnais 1993 - 1996
Skills
Psychiatry, Psychopharmacology, Psychotherapy, Foreign Languages, Hospitals, Healthcare, Medicine, Medical Education, Healthcare Management, EMR, Public Health, Patient Safety, Healthcare Information..., Inpatient, Mental Health Counseling, Individual Counselling
Education
University of California, San Diego 2004 — 2009
Doctor of Medicine (MD)
The Johns Hopkins University 2002 — 2004
American University 2002 — 2002
London School of Economics and Political Science 1992 — 1993
Diploma in Accounting and Finance
EDHEC Business School 1990 — 1993
Master in Management
Lycée Jacques Decour Classes Préparatoires, Paris 1988 — 1990
San Diego Psychoanalytic Institute
J.P. Morgan 2011 - 2011
Planning Solutions Group LLC June 2010 - August 2010
Skills
Java, Python, VBA
Education
Amherst College 2008 — 2012
BA, Math, Economics, Computer Science
Walt Whitman High School 2004 — 2008
High School Diploma
J.P. Morgan September 2014 - Present
Credit Suisse May 2012 - August 2014
Safeco Insurance January 2011 - April 2012
Sunera Technologies, Inc. (SuneraTech) September 2008 - December 2010
Education
Annamalai University 2003 — 2007
Bachelor of Engineering (B.E.)
J.P. Morgan September 2011 - Present
Australian Consulate-General, New York October 2009 - June 2011
The White House February 2009 - September 2009
Goldman Sachs January 2006 - August 2006
Goldman Sachs June 2004 - January 2006
Education
Harvard University Kennedy School of Government 2007 — 2009
MPA
Columbia University - Columbia Business School 2006 — 2009
MBA
Amherst College 2000 — 2004
BA
The Spence School 1996 — 2000
BS
J.P. Morgan September 2013 - Present
Nationwide Insurance June 2006 - September 2013
Great American Insurance January 2004 - March 2006
Education
Andhra University
Alliance Data October 2011 - Present
J.P. Morgan July 2009 - October 2011
Education
The Ohio State University 2000 — 2006
Bachelor's degree, Political Science and Government
Antioch University
Columbus State
J.P. Morgan June 2014 - August 2014
Kayne Anderson Capital Advisors May 2013 - August 2013
Rubbabu Inc. June 2012 - August 2012
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Minor in Economics, Senior
Universitat Autònoma de Barcelona 2014 — 2014
International Business, Spanish
Amherst College
Economics
First Niagara Bank March 2014 - Present
Tata Consultancy Services November 2006 - Present
J.P. Morgan July 2009 - February 2014
Skills
Spring, Java, Java Enterprise Edition, Struts, iBatis, Portlets, Sybase, RESTful WebServices, AngularJS, Spring Data Jpa, Spring MVC, Agile Methodologies, STS, Banking, SoapUI, ALM, SOA, Hibernate
Education
Andhra University 2002 — 2004
Master of Science (M.Sc.), Information System
J.P. Morgan 2009 - Present
J.P. Morgan 2004 - 2009
Bank One 2000 - 2004
Bank One 1999 - 2000
Office of the Comptroller of the Currency 1994 - 1997
Skills
Derivatives, Microsoft Office, Sales Management, Financial Modeling, Relationship Management, Fixed Income, Banking, FAS 133, Dodd-Frank, ISDA negotiations, Cross Selling, Business Development, Financial Risk..., Financial Markets, Debt Management, Leadership, Sales & Marketing..., Organization
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance
Texas Tech University 1991 — 1993
BBA, Accounting
Angelo State University 1989 — 1991
Accounting
IBM October 2014 - Present
MOD January 2013 - Present
J.P. Morgan January 2013 - Present
DOJ & TCPA July 2010 - December 2012
JPMorgan Chase & Co July 2010 - December 2012
Pfizer January 2007 - June 2010
Skills
Requirements Analysis, SDLC, PL/SQL, Oracle, Business Analysis, SQL, Software Project..., Quality Center, Unix, Informatica, Data Warehousing, DB2
Education
Anna University 2009 — 2011
MBA, Human Resource Management
Anna University 2003 — 2007
B.E, Electronics & Instrumentation Engineering
J.P. Morgan June 2015 - August 2015
Indian Creek Investors LP May 2014 - August 2014
Tor/Forge Books May 2013 - June 2013
Education
Amherst College 2012 — 2016
Bachelor of Arts (B.A.), Majors: Mathematics, Statistics
Dartmouth College - The Tuck School of Business at Dartmouth 2014 — 2014
Business Bridge Program
Pine Crest Preparatory School 2008 — 2012