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
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
Employee
Years
Job
Industry
George Wollner George Wollner's J.P. Morgan Experience September 2012 - November 2014
Job Founder and Managing Director at B&W
Industry Management Consulting
Experience
B&W August 2014 - Present
J.P. Morgan September 2012 - November 2014
Fannie Mae 2011 - 2012
Fannie Mae 2010 - 2011
Fannie Mae October 2006 - December 2010
U.S. Department of Labor 2002 - 2002
Bureau of Labor Statistics 1990 - 2001
Skills
Negotiation, Leadership, Strategy, Executive Management, Start-ups, Contract Negotiation, Vendor Management, Business Strategy, Outsourcing, Risk Management, Program Management, Process Improvement, Management, Strategic Planning, Change Management, Portfolio Management, Mergers & Acquisitions, Financial Services, Business Process..., Business Development, Business Process, Budgets, Credit, Performance Improvement, Management Consulting, Financial Risk, Loans, Due Diligence, Financial Analysis, Performance Management, Financial Modeling, Procurement, Finance, Strategy Development, Insurance, Consulting, Banking, Mortgage Lending, Investments, Analysis, Business Analysis
Education
Harvard University 2000 — 2001
MPA, Leadership & Negotiation, 3.9 out of 4.0
The University of Memphis
Bachelor of Business Administration, Economics
B&W August 2014 - Present
J.P. Morgan September 2012 - November 2014
Fannie Mae 2011 - 2012
Fannie Mae 2010 - 2011
Fannie Mae October 2006 - December 2010
U.S. Department of Labor 2002 - 2002
Bureau of Labor Statistics 1990 - 2001
Skills
Negotiation, Leadership, Strategy, Executive Management, Start-ups, Contract Negotiation, Vendor Management, Business Strategy, Outsourcing, Risk Management, Program Management, Process Improvement, Management, Strategic Planning, Change Management, Portfolio Management, Mergers & Acquisitions, Financial Services, Business Process..., Business Development, Business Process, Budgets, Credit, Performance Improvement, Management Consulting, Financial Risk, Loans, Due Diligence, Financial Analysis, Performance Management, Financial Modeling, Procurement, Finance, Strategy Development, Insurance, Consulting, Banking, Mortgage Lending, Investments, Analysis, Business Analysis
Education
Harvard University 2000 — 2001
MPA, Leadership & Negotiation, 3.9 out of 4.0
The University of Memphis
Bachelor of Business Administration, Economics
Michael Heinrich Michael Heinrich's J.P. Morgan Experience 2006 - 2006
Job
Industry Information Technology and Services
Experience
Oh My Green! 2014 - Present
DFJ September 2014 - August 2015
Stanford University March 2014 - June 2014
Pangia 2011 - June 2014
Startup Digest 2009 - 2012
Bridgewater Associates 2008 - 2009
Bain & Company 2006 - 2008
J.P. Morgan 2006 - 2006
Microsoft 2006 - 2006
SAP Labs 2000 - 2006
Skills
Entrepreneurship, New Ventures, Hedge Funds, Performance Improvement, Idea Generation, Corporate Development, Strategic Consulting, Start-ups, Strategy Development, Business Strategy, Financial Modeling, Product Strategy, Management Consulting, Competitive Analysis, Strategic Partnerships, Cleantech, Product Management, Product Development, Strategy, M&A experience, Cloud Computing, Management, Executive Management, Venture Capital, E-commerce, Analytics, Business Development, SaaS, Mobile Applications, Mergers & Acquisitions, Leadership, Angel Investing, Mobile Devices, Consulting, Enterprise Software
Education
Stanford University
MS
Harvard University
University of California, Berkeley - Walter A. Haas School of Business
University of California, Berkeley
B.S.
Oh My Green! 2014 - Present
DFJ September 2014 - August 2015
Stanford University March 2014 - June 2014
Pangia 2011 - June 2014
Startup Digest 2009 - 2012
Bridgewater Associates 2008 - 2009
Bain & Company 2006 - 2008
J.P. Morgan 2006 - 2006
Microsoft 2006 - 2006
SAP Labs 2000 - 2006
Skills
Entrepreneurship, New Ventures, Hedge Funds, Performance Improvement, Idea Generation, Corporate Development, Strategic Consulting, Start-ups, Strategy Development, Business Strategy, Financial Modeling, Product Strategy, Management Consulting, Competitive Analysis, Strategic Partnerships, Cleantech, Product Management, Product Development, Strategy, M&A experience, Cloud Computing, Management, Executive Management, Venture Capital, E-commerce, Analytics, Business Development, SaaS, Mobile Applications, Mergers & Acquisitions, Leadership, Angel Investing, Mobile Devices, Consulting, Enterprise Software
Education
Stanford University
MS
Harvard University
University of California, Berkeley - Walter A. Haas School of Business
University of California, Berkeley
B.S.
Grace Qi Grace Qi's J.P. Morgan Experience June 2013 - August 2013
Job Business Analytics at Box
Industry Computer Software
Experience
Box August 2014 - Present
Harvard World Model United Nations April 2013 - April 2014
J.P. Morgan June 2013 - August 2013
Asian American Dance Troupe April 2012 - April 2013
Harvard Student Agencies October 2010 - February 2012
NewOak Capital 2012 - 2012
Motorola June 2011 - August 2011
Education
Harvard University
Bachelor’s Degree, Applied Mathematics, Secondary in East Asian Studies
Box August 2014 - Present
Harvard World Model United Nations April 2013 - April 2014
J.P. Morgan June 2013 - August 2013
Asian American Dance Troupe April 2012 - April 2013
Harvard Student Agencies October 2010 - February 2012
NewOak Capital 2012 - 2012
Motorola June 2011 - August 2011
Education
Harvard University
Bachelor’s Degree, Applied Mathematics, Secondary in East Asian Studies
Cassie Wang's J.P. Morgan Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Public Speaking, English, Statistics, Data Analysis, Economics, Editing
Education
Harvard University 2013 — 2017
Bachelor's Degree, Economics
Olathe Northwest High School 2010 — 2013
High School
J.P. Morgan June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Public Speaking, English, Statistics, Data Analysis, Economics, Editing
Education
Harvard University 2013 — 2017
Bachelor's Degree, Economics
Olathe Northwest High School 2010 — 2013
High School
Renee Motley's J.P. Morgan Experience July 2014 - Present
Job Investment Management Analyst
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Education
Harvard University 2010 — 2014
B.A
Université Paris-Sorbonne 2013 — 2013
Jami'at Al-Yarmouk 2012 — 2012
Sewickley Academy 2006 — 2010
Swiss Semester 2007 — 2007
J.P. Morgan July 2014 - Present
Education
Harvard University 2010 — 2014
B.A
Université Paris-Sorbonne 2013 — 2013
Jami'at Al-Yarmouk 2012 — 2012
Sewickley Academy 2006 — 2010
Swiss Semester 2007 — 2007
Grant Jones's J.P. Morgan Experience June 2013 - August 2013
Job Associate Consultant at Bain & Company
Industry Financial Services
Experience
Bain & Company October 2014 - Present
J.P. Morgan June 2013 - August 2013
Education
Harvard University 2010 — 2014
Bain & Company October 2014 - Present
J.P. Morgan June 2013 - August 2013
Education
Harvard University 2010 — 2014
Archan Basu Archan Basu's J.P. Morgan Experience June 2011 - May 2013
Job Senior Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2013 - Present
J.P. Morgan June 2011 - May 2013
AllianceBernstein March 2009 - June 2011
Bernstein Global Wealth Management August 2004 - May 2011
LifeHarbor Inc. 2000 - 2004
Grantham, Mayo, Van Otterloo & Co 1999 - 2000
Barra Inc 1993 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Harvard University 1989 — 1993
AB
Fidelity Investments June 2013 - Present
J.P. Morgan June 2011 - May 2013
AllianceBernstein March 2009 - June 2011
Bernstein Global Wealth Management August 2004 - May 2011
LifeHarbor Inc. 2000 - 2004
Grantham, Mayo, Van Otterloo & Co 1999 - 2000
Barra Inc 1993 - 1996
Education
Massachusetts Institute of Technology - Sloan School of Management 1997 — 1999
MBA
Harvard University 1989 — 1993
AB
Darcy Wilson Darcy Wilson's J.P. Morgan Experience June 2012 - August 2013
Job Private Equity Investment Associate at Oaktree Capital Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management August 2014 - Present
Highstar Capital August 2013 - August 2014
J.P. Morgan June 2012 - August 2013
Harvard University September 2009 - May 2012
Credit Suisse June 2011 - August 2011
Harvard Investment Association October 2008 - May 2011
Suncor Energy May 2010 - August 2010
Genuity Capital Markets May 2009 - August 2009
Education
Harvard University
A.B., cum laude in Economics, 3.8
Massachusetts Institute of Technology - Sloan School of Management
Oaktree Capital Management August 2014 - Present
Highstar Capital August 2013 - August 2014
J.P. Morgan June 2012 - August 2013
Harvard University September 2009 - May 2012
Credit Suisse June 2011 - August 2011
Harvard Investment Association October 2008 - May 2011
Suncor Energy May 2010 - August 2010
Genuity Capital Markets May 2009 - August 2009
Education
Harvard University
A.B., cum laude in Economics, 3.8
Massachusetts Institute of Technology - Sloan School of Management
Elisa Castañer Elisa Castañer's J.P. Morgan Experience January 2013 - February 2013
Job Forward Deployed Engineer at Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies August 2015 - Present
MIT Media Lab September 2014 - May 2015
Massachusetts Institute of Technology (MIT) September 2014 - May 2015
Facebook June 2014 - August 2014
eBay Inc January 2014 - February 2014
Microsoft May 2013 - August 2013
J.P. Morgan January 2013 - February 2013
Aerospike, Inc. May 2012 - August 2012
Skills
Python, Java, Algorithms, Programming, Computer Science, C++, C, Linux, Perl, Distributed Systems, HTML, Artificial Intelligence, JavaScript, Hadoop, Software Engineering, Eclipse, Big Data, Machine Learning, Data Mining, Program Management, Product Management
Education
Massachusetts Institute of Technology 2010 — 2015
Bachelor of Engineering (B.E.), Master of Engineering, Computer Science
St.Paul's School 1995 — 2010
High School, Computer Science
University of Pennsylvania 2009 — 2009
Summer Program, Robotics
Harvard University 2008 — 2008
Summer Program, Calculus and Computer Science
Palantir Technologies August 2015 - Present
MIT Media Lab September 2014 - May 2015
Massachusetts Institute of Technology (MIT) September 2014 - May 2015
Facebook June 2014 - August 2014
eBay Inc January 2014 - February 2014
Microsoft May 2013 - August 2013
J.P. Morgan January 2013 - February 2013
Aerospike, Inc. May 2012 - August 2012
Skills
Python, Java, Algorithms, Programming, Computer Science, C++, C, Linux, Perl, Distributed Systems, HTML, Artificial Intelligence, JavaScript, Hadoop, Software Engineering, Eclipse, Big Data, Machine Learning, Data Mining, Program Management, Product Management
Education
Massachusetts Institute of Technology 2010 — 2015
Bachelor of Engineering (B.E.), Master of Engineering, Computer Science
St.Paul's School 1995 — 2010
High School, Computer Science
University of Pennsylvania 2009 — 2009
Summer Program, Robotics
Harvard University 2008 — 2008
Summer Program, Calculus and Computer Science
Daniel Rafkin Daniel Rafkin's J.P. Morgan Experience June 2014 - Present
Job Financial Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan May 2013 - August 2013
Jack Black September 2012 - December 2012
Peregrine Investments May 2012 - June 2012
Peregrine Investments June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Economics
Education
Harvard University 2010 — 2014
Bachelor of Arts (A.B.), Concentration: History; Secondary: Government
The London School of Economics and Political Science (LSE) 2012 — 2012
Finance, General, Summer Session
St. Mark's School of Texas 1998 — 2010
J.P. Morgan June 2014 - Present
J.P. Morgan May 2013 - August 2013
Jack Black September 2012 - December 2012
Peregrine Investments May 2012 - June 2012
Peregrine Investments June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Economics
Education
Harvard University 2010 — 2014
Bachelor of Arts (A.B.), Concentration: History; Secondary: Government
The London School of Economics and Political Science (LSE) 2012 — 2012
Finance, General, Summer Session
St. Mark's School of Texas 1998 — 2010
Sebastian Mejias's J.P. Morgan Experience June 2013 - August 2013
Job Market Risk Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Harvard Business School February 2013 - December 2013
J.P. Morgan June 2013 - August 2013
Harvard Summer School June 2012 - August 2012
Harvard Business School June 2011 - August 2011
Skills
Stata, Microsoft Excel, Mathematical Modeling, R, Microsoft Word, PowerPoint, C, SNL, FactSet, Economics, Data Analysis, Statistics, Research, Quantitative Analytics, Financial Modeling, Bloomberg
Education
Harvard University 2010 — 2014
Bachelor of Arts (BA), Applied Mathematics, Economics, Cum Laude
Hackley School 2004 — 2010
Cum Laude, Honors in Mathematics and Science
Bank of America Merrill Lynch July 2014 - Present
Harvard Business School February 2013 - December 2013
J.P. Morgan June 2013 - August 2013
Harvard Summer School June 2012 - August 2012
Harvard Business School June 2011 - August 2011
Skills
Stata, Microsoft Excel, Mathematical Modeling, R, Microsoft Word, PowerPoint, C, SNL, FactSet, Economics, Data Analysis, Statistics, Research, Quantitative Analytics, Financial Modeling, Bloomberg
Education
Harvard University 2010 — 2014
Bachelor of Arts (BA), Applied Mathematics, Economics, Cum Laude
Hackley School 2004 — 2010
Cum Laude, Honors in Mathematics and Science
Greg McNichol Greg McNichol's J.P. Morgan Experience July 1990 - November 2000
Job Product Demonstrator at Advantage Sales & Marketing
Industry Information Technology and Services
Experience
McNichol Design April 2012 - Present
Advantage Sales & Marketing March 2015 - May 2015
Med Park March 2014 - August 2014
Pottery Barn June 2006 - February 2012
Borders 2008 - 2011
Expo Design Center April 2004 - April 2005
McNichol Design & Consulting© January 2001 - January 2002
J.P. Morgan July 1990 - November 2000
American National Bank January 1997 - January 1999
J.P. Morgan July 1995 - July 1997
Skills
Troubleshooting, Windows, Operating Systems, Customer Service, Project Management, Team Building, Problem Solving, Software, Commercial Photography, Special Effects, Cooking, Teaching, Team Leadership, Critical Thinking, Thinking Outside The Box, Appreciative Inquiry, Art Appreciation, Mac, Research, Networking, Advertising, Retail, PowerPoint, Illustrator, Visual Merchandising, Microsoft Office, Product Development, Copywriting, Process Improvement, Editing, Photoshop, E-commerce, Leadership, Strategic Planning, Web Design, Training, Adobe Creative Suite, Inventory Management, Merchandising, Management, Social Networking, Loss Prevention, Customer Satisfaction, Program Management, Social Media Marketing, Social Media, Recruiting, Interviews, Time Management, Hiring
Education
University of Chicago 1982 — 1984
MA, Religious Studies, 3.52
Kent State University 1974 — 1977
BS, Photographic Illustration, 3.75
Harvard University
No Degree -- Accepted but decided against attending., Theology/Theological Studies
Yale University
Accepted but decided against attending., Theology/Theological Studies
McNichol Design April 2012 - Present
Advantage Sales & Marketing March 2015 - May 2015
Med Park March 2014 - August 2014
Pottery Barn June 2006 - February 2012
Borders 2008 - 2011
Expo Design Center April 2004 - April 2005
McNichol Design & Consulting© January 2001 - January 2002
J.P. Morgan July 1990 - November 2000
American National Bank January 1997 - January 1999
J.P. Morgan July 1995 - July 1997
Skills
Troubleshooting, Windows, Operating Systems, Customer Service, Project Management, Team Building, Problem Solving, Software, Commercial Photography, Special Effects, Cooking, Teaching, Team Leadership, Critical Thinking, Thinking Outside The Box, Appreciative Inquiry, Art Appreciation, Mac, Research, Networking, Advertising, Retail, PowerPoint, Illustrator, Visual Merchandising, Microsoft Office, Product Development, Copywriting, Process Improvement, Editing, Photoshop, E-commerce, Leadership, Strategic Planning, Web Design, Training, Adobe Creative Suite, Inventory Management, Merchandising, Management, Social Networking, Loss Prevention, Customer Satisfaction, Program Management, Social Media Marketing, Social Media, Recruiting, Interviews, Time Management, Hiring
Education
University of Chicago 1982 — 1984
MA, Religious Studies, 3.52
Kent State University 1974 — 1977
BS, Photographic Illustration, 3.75
Harvard University
No Degree -- Accepted but decided against attending., Theology/Theological Studies
Yale University
Accepted but decided against attending., Theology/Theological Studies
Geetika T. Lakshmanan Geetika T. Lakshmanan's J.P. Morgan Experience June 1999 - August 1999
Job Software Development Engineer and Architect at Audible, Inc.
Industry Computer Software
Experience
Audible, Inc. September 2014 - Present
IBM T. J. Watson Research Center December 2006 - August 2014
Harvard University September 2002 - June 2007
IBM T. J. Watson Research Center June 2002 - August 2002
IBM Almaden Research Center June 2001 - August 2001
J.P. Morgan June 1999 - August 1999
Skills
Computer Science, Software Engineering, Agile Methodologies, Distributed Systems, Algorithms, Java, Programming, Big Data, Python, Natural Language..., Information Retrieval, Technical Analysis, Mentoring, Matlab, Artificial Intelligence, Machine Learning, Hadoop, XML, Technical Writing, Eclipse, Business Process..., Event Processing, Algorithm Design, Algorithm Implementation, SPSS, Visio, PowerPoint, LaTeX, CVS, IBM Rational Jazz
Education
Harvard University 2002 — 2007
Ph.D., M.A, Computer Science
Smith College 1998 — 2002
B.A., Double Major Computer Science and Economics
Audible, Inc. September 2014 - Present
IBM T. J. Watson Research Center December 2006 - August 2014
Harvard University September 2002 - June 2007
IBM T. J. Watson Research Center June 2002 - August 2002
IBM Almaden Research Center June 2001 - August 2001
J.P. Morgan June 1999 - August 1999
Skills
Computer Science, Software Engineering, Agile Methodologies, Distributed Systems, Algorithms, Java, Programming, Big Data, Python, Natural Language..., Information Retrieval, Technical Analysis, Mentoring, Matlab, Artificial Intelligence, Machine Learning, Hadoop, XML, Technical Writing, Eclipse, Business Process..., Event Processing, Algorithm Design, Algorithm Implementation, SPSS, Visio, PowerPoint, LaTeX, CVS, IBM Rational Jazz
Education
Harvard University 2002 — 2007
Ph.D., M.A, Computer Science
Smith College 1998 — 2002
B.A., Double Major Computer Science and Economics
Chris Pillsbury's J.P. Morgan Experience June 2002 - March 2005
Job Sales and Trading Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities November 2013 - Present
DeMatteo Monness LLC December 2011 - November 2013
MF Global July 2011 - November 2011
Theory Capital September 2009 - February 2011
Bank of America April 2005 - February 2009
J.P. Morgan June 2002 - March 2005
Goldman Sachs March 1999 - May 2002
Skills
Equities, Trading, Hedge Funds, Investment Sales, Asset Management, Fixed Income, Trade Compliance, Settlement, Portfolio Management, Financial Analysis, Prime Brokerage, Securities Lending, Fund Administration, Fundamental Analysis, Equity Trading, Electronic Trading, Bloomberg, Capital Markets, Alternative Investments
Education
Harvard University 1989 — 1993
Bachelor of Arts (Economics), Economics
Wilton High School 1985 — 1989
Guggenheim Securities November 2013 - Present
DeMatteo Monness LLC December 2011 - November 2013
MF Global July 2011 - November 2011
Theory Capital September 2009 - February 2011
Bank of America April 2005 - February 2009
J.P. Morgan June 2002 - March 2005
Goldman Sachs March 1999 - May 2002
Skills
Equities, Trading, Hedge Funds, Investment Sales, Asset Management, Fixed Income, Trade Compliance, Settlement, Portfolio Management, Financial Analysis, Prime Brokerage, Securities Lending, Fund Administration, Fundamental Analysis, Equity Trading, Electronic Trading, Bloomberg, Capital Markets, Alternative Investments
Education
Harvard University 1989 — 1993
Bachelor of Arts (Economics), Economics
Wilton High School 1985 — 1989
Kelly Peeler's J.P. Morgan Experience April 2011 - 2013
Job Founder & CEO of NextGenVest
Industry Financial Services
Experience
NextGenVest January 2014 - Present
Business Across Borders April 2010 - 2014
Kauffman Foundation January 2013 - August 2013
LOYAL3 2013 - 2013
J.P. Morgan April 2011 - 2013
J.P. Morgan June 2010 - 2011
JPMorgan June 2009 - August 2009
Skills
Financial Modeling, Financial Markets, Valuation, Investment Banking, Private Equity, Bloomberg, Fixed Income, Portfolio Management, Corporate Finance, Venture Capital, Asset Managment, Investments, Capital Markets, Financial Analysis, Entrepreneurship, Bloomberg Terminal, Alternative Investments, Hedge Funds, Equity Valuation, Strategy
Education
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), History and Economics
The Pingry School 2002 — 2006
NextGenVest January 2014 - Present
Business Across Borders April 2010 - 2014
Kauffman Foundation January 2013 - August 2013
LOYAL3 2013 - 2013
J.P. Morgan April 2011 - 2013
J.P. Morgan June 2010 - 2011
JPMorgan June 2009 - August 2009
Skills
Financial Modeling, Financial Markets, Valuation, Investment Banking, Private Equity, Bloomberg, Fixed Income, Portfolio Management, Corporate Finance, Venture Capital, Asset Managment, Investments, Capital Markets, Financial Analysis, Entrepreneurship, Bloomberg Terminal, Alternative Investments, Hedge Funds, Equity Valuation, Strategy
Education
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), History and Economics
The Pingry School 2002 — 2006
Loren Lo Loren Lo's J.P. Morgan Experience July 2012 - July 2012
Job Retirement Planning Specialist/Regional Vice President at AXA US
Industry Financial Services
Experience
AXA US July 2015 - Present
AXA Advisors December 2012 - Present
Forest Ridge School of Sacred Heart March 2008 - June 2014
Loren's Tennis LLC September 2007 - October 2012
J.P. Morgan July 2012 - July 2012
Skills
Wealth Management, 403 b, 401k, Life Insurance, Holistic Financial..., Retirement Planning, Sales Operations, Retirement Savings, Retirement Income...
Education
University of Washington 2007 — 2011
Bachelor’s Degree, International Relations
Harvard University 2014 — 2014
AXA Institute, Wealth Management
University of Pennsylvania - The Wharton School 2015 — 2015
Executive Education, Retirement Planning
AXA US July 2015 - Present
AXA Advisors December 2012 - Present
Forest Ridge School of Sacred Heart March 2008 - June 2014
Loren's Tennis LLC September 2007 - October 2012
J.P. Morgan July 2012 - July 2012
Skills
Wealth Management, 403 b, 401k, Life Insurance, Holistic Financial..., Retirement Planning, Sales Operations, Retirement Savings, Retirement Income...
Education
University of Washington 2007 — 2011
Bachelor’s Degree, International Relations
Harvard University 2014 — 2014
AXA Institute, Wealth Management
University of Pennsylvania - The Wharton School 2015 — 2015
Executive Education, Retirement Planning
Anne Berry Anne Berry's J.P. Morgan Experience February 2013 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan February 2013 - Present
J.P. Morgan August 2009 - Present
J.P. Morgan June 2008 - August 2008
Wilson Sonsini Goodrich and Rosati May 2008 - June 2008
Tendril Networks June 2007 - August 2007
Davis Graham & Stubbs June 2006 - August 2006
White House, Council of Economic Advisers September 2002 - July 2005
Skills
Investment Banking, Digital Media, Telecommunications, Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Venture Capital, Mergers & Acquisitions, Equities, Bloomberg, Business Strategy, Competitive Analysis, Corporate Development, Data Analysis, Derivatives, Economics, Entrepreneurship, Financial Analysis, Financial Services, LBO, Mergers
Education
Stanford University Graduate School of Business 2006 — 2009
Master of Business Administration (MBA)
Stanford University Law School 2005 — 2009
JD
University of Cambridge 2001 — 2002
MPhil, Economics
Harvard University 1997 — 2001
AB, Economics
George Washington High School 1993 — 1997
J.P. Morgan February 2013 - Present
J.P. Morgan August 2009 - Present
J.P. Morgan June 2008 - August 2008
Wilson Sonsini Goodrich and Rosati May 2008 - June 2008
Tendril Networks June 2007 - August 2007
Davis Graham & Stubbs June 2006 - August 2006
White House, Council of Economic Advisers September 2002 - July 2005
Skills
Investment Banking, Digital Media, Telecommunications, Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Venture Capital, Mergers & Acquisitions, Equities, Bloomberg, Business Strategy, Competitive Analysis, Corporate Development, Data Analysis, Derivatives, Economics, Entrepreneurship, Financial Analysis, Financial Services, LBO, Mergers
Education
Stanford University Graduate School of Business 2006 — 2009
Master of Business Administration (MBA)
Stanford University Law School 2005 — 2009
JD
University of Cambridge 2001 — 2002
MPhil, Economics
Harvard University 1997 — 2001
AB, Economics
George Washington High School 1993 — 1997
Amanda Dagg O'Brien Amanda Dagg O'Brien's J.P. Morgan Experience July 2014 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Charlottesville High School August 2011 - June 2012
LEAD Academy May 2011 - July 2011
LEAD Academy July 2009 - July 2011
Teach for America June 2009 - May 2011
Skills
Data Analysis, Teaching
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
MBA
Harvard University 2005 — 2009
AB, History, Spanish
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Charlottesville High School August 2011 - June 2012
LEAD Academy May 2011 - July 2011
LEAD Academy July 2009 - July 2011
Teach for America June 2009 - May 2011
Skills
Data Analysis, Teaching
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
MBA
Harvard University 2005 — 2009
AB, History, Spanish
Jennifer Wu's J.P. Morgan Experience June 2013 - August 2013
Job Global Strategy and M&A at AIG
Industry Financial Services
Experience
AIG July 2014 - Present
Harvard University January 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Economics, Strategy, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Stata, R, Research
Education
Harvard University 2010 — 2014
B.A. Summa Cum Laude in Economics, Secondary in Statistics
Hwa Chong Institution 2008 — 2009
GCE A Levels
AIG July 2014 - Present
Harvard University January 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Economics, Strategy, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Stata, R, Research
Education
Harvard University 2010 — 2014
B.A. Summa Cum Laude in Economics, Secondary in Statistics
Hwa Chong Institution 2008 — 2009
GCE A Levels
Julie Salzinger's J.P. Morgan Experience June 2015 - July 2015
Job External Initiatives Chair at Harvard Undergraduate Women in Business
Industry Financial Services
Experience
Harvard Undergraduate Women in Business December 2014 - Present
The Harvard Crimson December 2014 - Present
J.P. Morgan June 2015 - July 2015
Skills
Stata, Research, Microsoft Excel, French, Microsoft Word, Event Planning
Education
Harvard University 2013 — 2017
Ransom Everglades 2006 — 2013
High School Diploma
Harvard Undergraduate Women in Business December 2014 - Present
The Harvard Crimson December 2014 - Present
J.P. Morgan June 2015 - July 2015
Skills
Stata, Research, Microsoft Excel, French, Microsoft Word, Event Planning
Education
Harvard University 2013 — 2017
Ransom Everglades 2006 — 2013
High School Diploma
Ilir Necaj Ilir Necaj's J.P. Morgan Experience June 2013 - August 2013
Job Consulting Associate at Argus Information and Advisory Services
Industry Management Consulting
Experience
Argus Information and Advisory Services June 2015 - Present
Argus Information and Advisory Services June 2014 - June 2015
Wesleyan University Career Center January 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Standard & Poor's May 2012 - August 2012
Douglas Elliman Property Management May 2011 - August 2011
New York City Council October 2008 - May 2009
Skills
Economics, Stata, Microsoft Office, Structured Finance, SAS, Eviews, Spanish, Java, Asset-backed..., Credit Rating, Analysis, Research, Data Analysis, Finance, Commercial Paper, Statistics, Econometrics, PowerPoint, Social Networking, Public Speaking, Microsoft Word, Derivatives, Event Planning, Bloomberg Terminal, R, Financial Modeling, Quantitative Analytics, Microsoft Excel, Equities, Financial Analysis, Qualitative Research, Outlook, Macroeconomics, Valuation, Bloomberg, SPSS, SQL, EViews
Education
Wesleyan University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics-Economics
Universidad Carlos III de Madrid 2012 — 2012
Vassar-Wesleyan Study Abroad Program, Fall Semester
Eleanor Roosevelt High School 2006 — 2010
Harvard University 2008 — 2009
Argus Information and Advisory Services June 2015 - Present
Argus Information and Advisory Services June 2014 - June 2015
Wesleyan University Career Center January 2012 - May 2014
J.P. Morgan June 2013 - August 2013
Standard & Poor's May 2012 - August 2012
Douglas Elliman Property Management May 2011 - August 2011
New York City Council October 2008 - May 2009
Skills
Economics, Stata, Microsoft Office, Structured Finance, SAS, Eviews, Spanish, Java, Asset-backed..., Credit Rating, Analysis, Research, Data Analysis, Finance, Commercial Paper, Statistics, Econometrics, PowerPoint, Social Networking, Public Speaking, Microsoft Word, Derivatives, Event Planning, Bloomberg Terminal, R, Financial Modeling, Quantitative Analytics, Microsoft Excel, Equities, Financial Analysis, Qualitative Research, Outlook, Macroeconomics, Valuation, Bloomberg, SPSS, SQL, EViews
Education
Wesleyan University 2010 — 2014
Bachelor of Arts (B.A.), Mathematics-Economics
Universidad Carlos III de Madrid 2012 — 2012
Vassar-Wesleyan Study Abroad Program, Fall Semester
Eleanor Roosevelt High School 2006 — 2010
Harvard University 2008 — 2009
Guoneng Zhong's J.P. Morgan Experience March 2013 - Present
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2013 - Present
Bank of America March 2012 - March 2013
Royal Bank of Scotland January 2011 - March 2012
Yale University School of Medicine September 2002 - December 2010
Education
Harvard University 1993 — 1997
BA, Biochemistry
J.P. Morgan March 2013 - Present
Bank of America March 2012 - March 2013
Royal Bank of Scotland January 2011 - March 2012
Yale University School of Medicine September 2002 - December 2010
Education
Harvard University 1993 — 1997
BA, Biochemistry
Christine Tomas Christine Tomas's J.P. Morgan Experience June 2013 - Present
Job Managing Director at J.P. Morgan Private Bank
Industry
Experience
J.P. Morgan June 2013 - Present
Goldman Sachs August 1997 - March 2013
Merrill Lynch International July 1993 - July 1995
Allianz Group September 1992 - June 1993
Skills
Dual US/European..., Fluent in Spanish, Fluent in French, Fluent in German, Asset Management, Capital Markets, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance
Harvard University 1988 — 1992
Bachelor's Degree, Romance Languages, Literatures, and Linguistics, Magna cum Laude
Phillips Exeter Academy 1984 — 1988
High School, Diploma with High Honors
J.P. Morgan June 2013 - Present
Goldman Sachs August 1997 - March 2013
Merrill Lynch International July 1993 - July 1995
Allianz Group September 1992 - June 1993
Skills
Dual US/European..., Fluent in Spanish, Fluent in French, Fluent in German, Asset Management, Capital Markets, Equities, Fixed Income, Hedge Funds, Investment Banking, Investments, Valuation
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
Master of Business Administration (M.B.A.), Finance
Harvard University 1988 — 1992
Bachelor's Degree, Romance Languages, Literatures, and Linguistics, Magna cum Laude
Phillips Exeter Academy 1984 — 1988
High School, Diploma with High Honors
Valerie Dixon Valerie Dixon's J.P. Morgan Experience August 2014 - Present
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2014 - Present
Citi January 2013 - July 2014
Citi April 2011 - January 2013
Citi April 2010 - April 2011
Stax, Inc. 2009 - April 2010
Lehman Brothers May 2005 - October 2008
Barclays Capital 2008 - 2008
The Initiative for a Competitive Inner City June 2004 - August 2004
Harvard University September 2001 - May 2004
Stax, Inc. May 2000 - August 2000
Education
Yale School of Management 2004 — 2006
MBA
Harvard University 1997 — 2001
AB, Environmental Science and Public Policy
J.P. Morgan August 2014 - Present
Citi January 2013 - July 2014
Citi April 2011 - January 2013
Citi April 2010 - April 2011
Stax, Inc. 2009 - April 2010
Lehman Brothers May 2005 - October 2008
Barclays Capital 2008 - 2008
The Initiative for a Competitive Inner City June 2004 - August 2004
Harvard University September 2001 - May 2004
Stax, Inc. May 2000 - August 2000
Education
Yale School of Management 2004 — 2006
MBA
Harvard University 1997 — 2001
AB, Environmental Science and Public Policy
Nicholas Gates's J.P. Morgan Experience March 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan March 2014 - Present
Athyrium Capital Management, LLC June 2013 - March 2014
Pfizer June 2012 - August 2012
Education
Harvard University 2009 — 2013
B.A., Chemistry
St. Paul's School 2005 — 2009
J.P. Morgan March 2014 - Present
Athyrium Capital Management, LLC June 2013 - March 2014
Pfizer June 2012 - August 2012
Education
Harvard University 2009 — 2013
B.A., Chemistry
St. Paul's School 2005 — 2009
Steven K. Kim's J.P. Morgan Experience May 2002 - May 2004
Job JH Partners
Industry Venture Capital & Private Equity
Experience
JH Partners July 2010 - Present
Audax Group June 2004 - June 2010
J.P. Morgan May 2002 - May 2004
Skills
Private Equity, Web Design, Web Development, HTML, CSS, SASS, jQuery, Drupal, Magento, PHP, Git, Photography, Photoshop, Premiere, SEO, PPC, Email Marketing, Social Media, Copywriting, Brand Development, Usability Testing, Content Strategy, Typography, A/B testing, Web Analytics, Financial Modeling, Financial Analysis, Due Diligence, LBO, Valuation, Mergers & Acquisitions
Education
Harvard University 1997 — 2001
B.A., Economics
JH Partners July 2010 - Present
Audax Group June 2004 - June 2010
J.P. Morgan May 2002 - May 2004
Skills
Private Equity, Web Design, Web Development, HTML, CSS, SASS, jQuery, Drupal, Magento, PHP, Git, Photography, Photoshop, Premiere, SEO, PPC, Email Marketing, Social Media, Copywriting, Brand Development, Usability Testing, Content Strategy, Typography, A/B testing, Web Analytics, Financial Modeling, Financial Analysis, Due Diligence, LBO, Valuation, Mergers & Acquisitions
Education
Harvard University 1997 — 2001
B.A., Economics
Bridget Beckeman's J.P. Morgan Experience July 2012 - August 2014
Job Associate at Jamestown
Industry Real Estate
Experience
Jamestown September 2014 - Present
J.P. Morgan July 2012 - August 2014
JP Morgan September 2010 - July 2012
JP Morgan Chase June 2009 - October 2010
First Manhattan Consulting Group June 2008 - August 2008
Monster Worldwide June 2007 - August 2007
Concord's Colonial Inn 2006 - 2006
Property and Portfolio Research, LLC 2005 - 2005
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Private Equity, Investment Banking, Commercial Real Estate, Real Estate Due..., Argus Modeling, Business Strategy, Economics, Asset Managment, Investments, Capital Markets
Education
Harvard University 2006 — 2010
A.B., Economics
Westford Academy
Westford Academy
Jamestown September 2014 - Present
J.P. Morgan July 2012 - August 2014
JP Morgan September 2010 - July 2012
JP Morgan Chase June 2009 - October 2010
First Manhattan Consulting Group June 2008 - August 2008
Monster Worldwide June 2007 - August 2007
Concord's Colonial Inn 2006 - 2006
Property and Portfolio Research, LLC 2005 - 2005
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Private Equity, Investment Banking, Commercial Real Estate, Real Estate Due..., Argus Modeling, Business Strategy, Economics, Asset Managment, Investments, Capital Markets
Education
Harvard University 2006 — 2010
A.B., Economics
Westford Academy
Westford Academy
Quang Tran Quang Tran's J.P. Morgan Experience July 2006 - July 2008
Job Product Manager at Engrade
Industry Computer Software
Experience
Engrade May 2014 - Present
The Parthenon Group September 2012 - March 2014
Green Dot Public Schools July 2008 - May 2010
J.P. Morgan July 2006 - July 2008
Telesis Corporation July 2005 - July 2006
Education
Stanford Graduate School of Business 2010 — 2012
MBA; MA Education
Harvard College 2001 — 2005
BA, Social Studies, Magna cum laude
Engrade May 2014 - Present
The Parthenon Group September 2012 - March 2014
Green Dot Public Schools July 2008 - May 2010
J.P. Morgan July 2006 - July 2008
Telesis Corporation July 2005 - July 2006
Education
Stanford Graduate School of Business 2010 — 2012
MBA; MA Education
Harvard College 2001 — 2005
BA, Social Studies, Magna cum laude
Preston Han's J.P. Morgan Experience June 2011 - August 2011
Job Associate at GTCR LLC
Industry Investment Banking
Experience
GTCR LLC March 2015 - Present
Goldman Sachs July 2013 - February 2015
Goldman Sachs June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
J.P. Morgan May 2010 - July 2010
Skills
Investments, Investment Banking
Education
Harvard University 2009 — 2012
BA, Economics
Brunswick School 1996 — 2009
High School Diploma
GTCR LLC March 2015 - Present
Goldman Sachs July 2013 - February 2015
Goldman Sachs June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
J.P. Morgan May 2010 - July 2010
Skills
Investments, Investment Banking
Education
Harvard University 2009 — 2012
BA, Economics
Brunswick School 1996 — 2009
High School Diploma
Beth Sabin, CFA Beth Sabin, CFA's J.P. Morgan Experience September 2008 - July 2010
Job Director, Digital Guidance & Guidance Strategy at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade February 2015 - Present
TD Ameritrade January 2014 - Present
TD Ameritrade January 2013 - December 2013
TD Ameritrade August 2012 - January 2013
TD Ameritrade November 2011 - August 2012
TD Ameritrade August 2010 - November 2011
J.P. Morgan September 2008 - July 2010
JPMorgan February 2008 - September 2008
JPMorgan September 2006 - January 2008
Lehman Brothers July 2005 - August 2006
Skills
Chartered Financial..., Strategy, Quantitative Analytics, Analytics, Financial Analysis, Financial Modeling, Financial Services, Asset Managment, Valuation, Investments, Mutual Funds, Securities, Investment Banking, Hedge Funds, Alternative Investments, Business Strategy, Analysis, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2013 — 2013
Executive Education, The Advanced Strategy Program
Harvard University 2001 — 2005
A.B., Social Studies
TD Ameritrade February 2015 - Present
TD Ameritrade January 2014 - Present
TD Ameritrade January 2013 - December 2013
TD Ameritrade August 2012 - January 2013
TD Ameritrade November 2011 - August 2012
TD Ameritrade August 2010 - November 2011
J.P. Morgan September 2008 - July 2010
JPMorgan February 2008 - September 2008
JPMorgan September 2006 - January 2008
Lehman Brothers July 2005 - August 2006
Skills
Chartered Financial..., Strategy, Quantitative Analytics, Analytics, Financial Analysis, Financial Modeling, Financial Services, Asset Managment, Valuation, Investments, Mutual Funds, Securities, Investment Banking, Hedge Funds, Alternative Investments, Business Strategy, Analysis, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2013 — 2013
Executive Education, The Advanced Strategy Program
Harvard University 2001 — 2005
A.B., Social Studies
Kathie Chao Kathie Chao's J.P. Morgan Experience 2004 - 2006
Job Managing Director at Charles Schwab, Retail Strategy
Industry Retail
Experience
Charles Schwab April 2014 - Present
The Boston Consulting Group October 2010 - April 2014
General Mills June 2009 - August 2009
Tremblant Capital 2006 - 2008
J.P. Morgan 2004 - 2006
Skills
Due Diligence, Business Strategy, Leveraged Finance, Budgeting, Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Management
The Lauder Institute 2008 — 2010
MA, International Studies: East Asia
Harvard University 2000 — 2004
AB, Government
Charles Schwab April 2014 - Present
The Boston Consulting Group October 2010 - April 2014
General Mills June 2009 - August 2009
Tremblant Capital 2006 - 2008
J.P. Morgan 2004 - 2006
Skills
Due Diligence, Business Strategy, Leveraged Finance, Budgeting, Valuation
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Management
The Lauder Institute 2008 — 2010
MA, International Studies: East Asia
Harvard University 2000 — 2004
AB, Government
La Vonda Williams La Vonda Williams's J.P. Morgan Experience 1994 - 1998
Job Finance and Operations Professional
Industry Renewables & Environment
Experience
Solaire Generation, Inc. April 2009 - November 2010
P3 Ventures LLC 2008 - 2009
Bear, Stearns & Co. Inc. (acquired by JP Morgan) 2004 - 2008
Self-Employed 2002 - 2004
HUD 1998 - 2000
J.P. Morgan 1994 - 1998
Education
Stanford University Graduate School of Business
MBA
Harvard University
B.S.
Friends Select School
Solaire Generation, Inc. April 2009 - November 2010
P3 Ventures LLC 2008 - 2009
Bear, Stearns & Co. Inc. (acquired by JP Morgan) 2004 - 2008
Self-Employed 2002 - 2004
HUD 1998 - 2000
J.P. Morgan 1994 - 1998
Education
Stanford University Graduate School of Business
MBA
Harvard University
B.S.
Friends Select School
Brandon Brier's J.P. Morgan Experience June 2013 - August 2013
Job Private Equity Analyst at KKR
Industry Financial Services
Experience
KKR July 2015 - Present
Apollo Global Management LLC June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Lehman Brothers Holdings Inc. June 2010 - August 2011
Skills
Financial Modeling, Bloomberg, Equities, Hedge Funds, Fixed Income, Data Analysis, PowerPoint, Private Equity, Economics, Microsoft Excel
Education
Harvard University
A.B., Economics, Summa Cum Laude, Phi Beta Kappa
The Pingry School
KKR July 2015 - Present
Apollo Global Management LLC June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Lehman Brothers Holdings Inc. June 2010 - August 2011
Skills
Financial Modeling, Bloomberg, Equities, Hedge Funds, Fixed Income, Data Analysis, PowerPoint, Private Equity, Economics, Microsoft Excel
Education
Harvard University
A.B., Economics, Summa Cum Laude, Phi Beta Kappa
The Pingry School
Liz Weiss Liz Weiss's J.P. Morgan Experience June 2009 - June 2012
Job Manager, Finance and Business Development at Purdue Pharma L.P.
Industry Pharmaceuticals
Experience
Purdue Pharma L.P. September 2014 - Present
J.P. Morgan June 2009 - June 2012
J.P. Morgan June 2008 - August 2008
BlackRock June 2007 - August 2007
BlackRock June 2006 - August 2006
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Harvard College 2005 — 2009
A.B., Psychology, Economics
Purdue Pharma L.P. September 2014 - Present
J.P. Morgan June 2009 - June 2012
J.P. Morgan June 2008 - August 2008
BlackRock June 2007 - August 2007
BlackRock June 2006 - August 2006
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Harvard College 2005 — 2009
A.B., Psychology, Economics
Kenneth Froewiss Kenneth Froewiss's J.P. Morgan Experience August 1979 - January 1997
Job Chairman Of The Board Of Directors at DWS Mutual Funds
Industry Financial Services
Experience
DWS Mutual Funds January 2013 - Present
Mitsui Sumitomo Insurance Group July 2004 - Present
DWS Investments July 1997 - Present
NYU Stern School of Business 1997 - 2009
J.P. Morgan August 1979 - January 1997
Skills
Mergers, Derivatives, Negotiation, Corporate Finance, Asset Management, Insurance, Teaching, Asset Managment, Bloomberg, Financial Transactions, Investments, Investment Banking, Economics, Financial Analysis
Education
Indian Statistical Institute 1967 — 1968
Economics
Harvard University
A.B., Ph.D, Economics
DWS Mutual Funds January 2013 - Present
Mitsui Sumitomo Insurance Group July 2004 - Present
DWS Investments July 1997 - Present
NYU Stern School of Business 1997 - 2009
J.P. Morgan August 1979 - January 1997
Skills
Mergers, Derivatives, Negotiation, Corporate Finance, Asset Management, Insurance, Teaching, Asset Managment, Bloomberg, Financial Transactions, Investments, Investment Banking, Economics, Financial Analysis
Education
Indian Statistical Institute 1967 — 1968
Economics
Harvard University
A.B., Ph.D, Economics
Vicki Unger's J.P. Morgan Experience 1986 - 2003
Job Senior Vice President Investments, The Kopitz Unger Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2014 - Present
Morgan Stanley Wealth Management July 2006 - March 2014
J.P. Morgan 1986 - 2003
Skills
Investment Management, Philanthropy, Executive Development, Executive Coaching, Women Owned Business, Strategy, Organizational..., Start-ups, Leadership Development, Management, Change Management, Entrepreneurship, Emotional Intelligence, Succession Planning, Training, Business Development, Team Building
Education
University of Rochester 1975 — 1979
Bachelor of Arts, History
Harvard University 1977 — 1978
American School of Paris 1971 — 1975
High school
Wells Fargo Advisors March 2014 - Present
Morgan Stanley Wealth Management July 2006 - March 2014
J.P. Morgan 1986 - 2003
Skills
Investment Management, Philanthropy, Executive Development, Executive Coaching, Women Owned Business, Strategy, Organizational..., Start-ups, Leadership Development, Management, Change Management, Entrepreneurship, Emotional Intelligence, Succession Planning, Training, Business Development, Team Building
Education
University of Rochester 1975 — 1979
Bachelor of Arts, History
Harvard University 1977 — 1978
American School of Paris 1971 — 1975
High school
Lynsey Mengchen He Lynsey Mengchen He's J.P. Morgan Experience July 2013 - November 2013
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - November 2013
Credit Suisse January 2013 - February 2013
Merrill Lynch September 2012 - October 2012
Cinda Securities August 2011 - March 2012
Skills
Java, JavaScript, SQL, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Investment Banking, Research, Data Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master, Finance
Harvard University 2012 — 2013
Elective Courses from Harvard Busines School and Harvard Law School
University of International Business and Economics 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), E-Business
Beijing number 2 high school 2005 — 2008
High School
Shaker Heights Middle School 2002 — 2004
Cleveland OH
J.P. Morgan July 2013 - November 2013
Credit Suisse January 2013 - February 2013
Merrill Lynch September 2012 - October 2012
Cinda Securities August 2011 - March 2012
Skills
Java, JavaScript, SQL, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Investment Banking, Research, Data Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master, Finance
Harvard University 2012 — 2013
Elective Courses from Harvard Busines School and Harvard Law School
University of International Business and Economics 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), E-Business
Beijing number 2 high school 2005 — 2008
High School
Shaker Heights Middle School 2002 — 2004
Cleveland OH
Evan Greif's J.P. Morgan Experience June 2011 - August 2011
Job PhD Student at Harvard University
Industry Higher Education
Experience
Harvard University September 2014 - Present
Nokota Management July 2013 - September 2013
Statistics, Machine Learning, and Integrative Genomics Group January 2012 - June 2013
Harvard September 2009 - May 2013
Cornell Mathematics REU June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Intelligent Interactive Systems Group January 2010 - May 2011
Skills
Financial Modeling, R, Quantitative Finance, Bloomberg, Derivatives, Stata, Fixed Income, VBA, Economics, Data Analysis, Statistics, Econometrics, Matlab, Valuation, Capital IQ
Education
Harvard University 2014 — 2019
Doctor of Philosophy (Ph.D.), Statistics
University of Cambridge 2013 — 2014
Master's degree, Mathematics
Harvard College 2009 — 2013
Bachelor of Arts (BA), Applied Mathematics
Harvard University September 2014 - Present
Nokota Management July 2013 - September 2013
Statistics, Machine Learning, and Integrative Genomics Group January 2012 - June 2013
Harvard September 2009 - May 2013
Cornell Mathematics REU June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Intelligent Interactive Systems Group January 2010 - May 2011
Skills
Financial Modeling, R, Quantitative Finance, Bloomberg, Derivatives, Stata, Fixed Income, VBA, Economics, Data Analysis, Statistics, Econometrics, Matlab, Valuation, Capital IQ
Education
Harvard University 2014 — 2019
Doctor of Philosophy (Ph.D.), Statistics
University of Cambridge 2013 — 2014
Master's degree, Mathematics
Harvard College 2009 — 2013
Bachelor of Arts (BA), Applied Mathematics
Alexander Paddington's J.P. Morgan Experience 2015 - Present
Job Vice President, Corporate & Investment Bank at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2015 - Present
Barclays Investment Bank 2013 - 2015
Oliver Wyman 2007 - 2013
Harvard University 2006 - 2006
BP 2005 - 2005
Citi 2004 - 2004
Skills
Quantitative Analytics, Strategic Consulting, Business Transformation, Management Consulting, Banking, Corporate Development, Financial Modeling, Emerging Markets, Management, Entrepreneurship, Mergers, Marketing, Mergers & Acquisitions, Strategy
Education
Harvard University 2003 — 2007
Bachelor of Arts (B.A.), Engineering Sciences, Magna Cum Laude
J.P. Morgan 2015 - Present
Barclays Investment Bank 2013 - 2015
Oliver Wyman 2007 - 2013
Harvard University 2006 - 2006
BP 2005 - 2005
Citi 2004 - 2004
Skills
Quantitative Analytics, Strategic Consulting, Business Transformation, Management Consulting, Banking, Corporate Development, Financial Modeling, Emerging Markets, Management, Entrepreneurship, Mergers, Marketing, Mergers & Acquisitions, Strategy
Education
Harvard University 2003 — 2007
Bachelor of Arts (B.A.), Engineering Sciences, Magna Cum Laude
Michael Fernandez's J.P. Morgan Experience 1992 - 1994
Job Founder
Industry Media Production
Experience
Summit Pioneer June 2014 - Present
Quant 6 2013 - Present
JMF & Co 2009 - 2013
BTI Group 2004 - 2009
Great Coffee 1996 - 2001
Mars & Co. 1994 - 1996
J.P. Morgan 1992 - 1994
Skills
Leadership Development, Partnerships, Corporate Development, Mergers, Business Development, Business Intelligence, Due Diligence, Private Equity, Strategic Planning, Management Consulting, Big Data, Data Analytic, Cloud Computing, Executive Coaching, Executive Development, Executive Team Coaching, Strategic Alliances, Strategy, Corporate Finance, Governance, Entrepreneurship, Management, Leadership, Start-ups
Education
Harvard University
MPA
University of Pennsylvania - The Wharton School
BSE
Valley Forge Military Academy & College
Associate of Arts (AA)
Summit Pioneer June 2014 - Present
Quant 6 2013 - Present
JMF & Co 2009 - 2013
BTI Group 2004 - 2009
Great Coffee 1996 - 2001
Mars & Co. 1994 - 1996
J.P. Morgan 1992 - 1994
Skills
Leadership Development, Partnerships, Corporate Development, Mergers, Business Development, Business Intelligence, Due Diligence, Private Equity, Strategic Planning, Management Consulting, Big Data, Data Analytic, Cloud Computing, Executive Coaching, Executive Development, Executive Team Coaching, Strategic Alliances, Strategy, Corporate Finance, Governance, Entrepreneurship, Management, Leadership, Start-ups
Education
Harvard University
MPA
University of Pennsylvania - The Wharton School
BSE
Valley Forge Military Academy & College
Associate of Arts (AA)
Anna Raginskaya's J.P. Morgan Experience July 2011 - July 2014
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
United Talent Agency July 2015 - August 2015
UOVO June 2015 - June 2015
Cuseum January 2015 - June 2015
J.P. Morgan July 2011 - July 2014
J.P. Morgan June 2010 - August 2010
The Harvard Advocate September 2008 - June 2010
Sotheby's June 2009 - July 2009
Sotheby's Institute of Art June 2008 - August 2008
Skills
Museums, Art, Business Development, Business Strategy, Financial Analysis, Finance, Portfolio Management, Social Media, Research, Fixed Income, Capital Markets
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Harvard University 2007 — 2011
SDA Bocconi 2009 — 2009
International Exchange
United Talent Agency July 2015 - August 2015
UOVO June 2015 - June 2015
Cuseum January 2015 - June 2015
J.P. Morgan July 2011 - July 2014
J.P. Morgan June 2010 - August 2010
The Harvard Advocate September 2008 - June 2010
Sotheby's June 2009 - July 2009
Sotheby's Institute of Art June 2008 - August 2008
Skills
Museums, Art, Business Development, Business Strategy, Financial Analysis, Finance, Portfolio Management, Social Media, Research, Fixed Income, Capital Markets
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Harvard University 2007 — 2011
SDA Bocconi 2009 — 2009
International Exchange
Lawrence Cripe's J.P. Morgan Experience May 2012 - August 2012
Job Investment Analyst at Matrix Capital Management Company, L.P.
Industry Management Consulting
Experience
Matrix Capital Management Company, L.P. September 2015 - Present
Bain & Company July 2013 - July 2015
J.P. Morgan May 2012 - August 2012
Citi June 2011 - August 2011
GO Companies June 2010 - August 2010
IU School of Medicine June 2009 - August 2010
IU School of Medicine June 2008 - August 2009
Education
Harvard University 2009 — 2013
A.B., Economics, cum laude
North Central High School 2005 — 2009
Matrix Capital Management Company, L.P. September 2015 - Present
Bain & Company July 2013 - July 2015
J.P. Morgan May 2012 - August 2012
Citi June 2011 - August 2011
GO Companies June 2010 - August 2010
IU School of Medicine June 2009 - August 2010
IU School of Medicine June 2008 - August 2009
Education
Harvard University 2009 — 2013
A.B., Economics, cum laude
North Central High School 2005 — 2009
Pamela Freed Pamela Freed's J.P. Morgan Experience 2009 - 2012
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company July 2014 - Present
The Wharton School August 2012 - May 2014
Comcast May 2013 - August 2013
LeapFrog Investments June 2012 - July 2012
J.P. Morgan 2009 - 2012
Ujjivan Financial Services June 2007 - August 2007
Skills
Business Strategy, Leadership, Financial Services, Emerging Markets, Strategy, Treasury Management, Strategic Financial..., Economics, Sales, Cash Management, Media & Entertainment, Strategic Planning, Television, Cable Television, Financial Planning, Go-to-market Strategy, Strategic Communications, Management Consulting, Strategic Consulting, Private Equity, Sales Management..., Sales Operations, Sales Management, Corporate Strategy..., Streaming Media, Media Strategy, Content Strategy, Telecommunications, Telecommunications..., Healthcare Consulting, Research, Financial Modeling, Financial Analysis, Entertainment Industry, Sales Strategy
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Harvard University
B.A., Economics, English
Bain & Company July 2014 - Present
The Wharton School August 2012 - May 2014
Comcast May 2013 - August 2013
LeapFrog Investments June 2012 - July 2012
J.P. Morgan 2009 - 2012
Ujjivan Financial Services June 2007 - August 2007
Skills
Business Strategy, Leadership, Financial Services, Emerging Markets, Strategy, Treasury Management, Strategic Financial..., Economics, Sales, Cash Management, Media & Entertainment, Strategic Planning, Television, Cable Television, Financial Planning, Go-to-market Strategy, Strategic Communications, Management Consulting, Strategic Consulting, Private Equity, Sales Management..., Sales Operations, Sales Management, Corporate Strategy..., Streaming Media, Media Strategy, Content Strategy, Telecommunications, Telecommunications..., Healthcare Consulting, Research, Financial Modeling, Financial Analysis, Entertainment Industry, Sales Strategy
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Harvard University
B.A., Economics, English
Defne Gurel Defne Gurel's J.P. Morgan Experience September 2015 - Present
Job Analyst at J.P. Morgan
Industry Research
Experience
J.P. Morgan September 2015 - Present
Abakus Ltd August 2012 - August 2015
J.P. Morgan June 2014 - August 2014
MIT Media Lab: Macro Connections January 2013 - February 2014
Nokia May 2013 - August 2013
Kios Ventures January 2013 - April 2013
National Magnetic Resonance Research Center September 2010 - January 2011
BiLCEM April 2007 - January 2011
Bilkent University Molecular Biology and Genetics Laboratory September 2006 - December 2010
Skills
Python, Microsoft Excel, Microsoft Office, Research, Dreamweaver, Soldering, Circuits, Agarose Gel..., DNA extraction, Streak Plating, Inoculation, Spectrophotometry, PCR, Teamwork, Leadership, Public Speaking, Matlab, Latex, Jsim, Adobe Photoshop, Java, Editing, Statistics, Economics, Data Analysis, Machine Learning
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science; Bachelor of Science; Concentration, Electrical Engineering & Computer Science; Management Science; Economics
Bilkent Laboratory & International School
International Baccalaureate Diploma, 4-year GPA: 4.0/4.0
Stanford University
Summer Term
Harvard University
Summer Term
L’Ecole Azurlingua
Summer Term
J.P. Morgan September 2015 - Present
Abakus Ltd August 2012 - August 2015
J.P. Morgan June 2014 - August 2014
MIT Media Lab: Macro Connections January 2013 - February 2014
Nokia May 2013 - August 2013
Kios Ventures January 2013 - April 2013
National Magnetic Resonance Research Center September 2010 - January 2011
BiLCEM April 2007 - January 2011
Bilkent University Molecular Biology and Genetics Laboratory September 2006 - December 2010
Skills
Python, Microsoft Excel, Microsoft Office, Research, Dreamweaver, Soldering, Circuits, Agarose Gel..., DNA extraction, Streak Plating, Inoculation, Spectrophotometry, PCR, Teamwork, Leadership, Public Speaking, Matlab, Latex, Jsim, Adobe Photoshop, Java, Editing, Statistics, Economics, Data Analysis, Machine Learning
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science; Bachelor of Science; Concentration, Electrical Engineering & Computer Science; Management Science; Economics
Bilkent Laboratory & International School
International Baccalaureate Diploma, 4-year GPA: 4.0/4.0
Stanford University
Summer Term
Harvard University
Summer Term
L’Ecole Azurlingua
Summer Term
Alexander Ma's J.P. Morgan Experience June 2013 - August 2015
Job Associate at OrbiMed
Industry Investment Management
Experience
J.P. Morgan June 2013 - August 2015
J.P. Morgan June 2011 - August 2012
The Financial Clinic June 2010 - August 2010
Skills
Microsoft Excel, Financial Modeling, Corporate Finance, PowerPoint
Education
Harvard University 2009 — 2013
B.A, Economics, Government
Horace Mann School 2002 — 2009
J.P. Morgan June 2013 - August 2015
J.P. Morgan June 2011 - August 2012
The Financial Clinic June 2010 - August 2010
Skills
Microsoft Excel, Financial Modeling, Corporate Finance, PowerPoint
Education
Harvard University 2009 — 2013
B.A, Economics, Government
Horace Mann School 2002 — 2009
Luke Chang Luke Chang's J.P. Morgan Experience June 2015 - Present
Job Fixed Income Strategy Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Resonate May 2013 - Present
Taiwan Life June 2014 - August 2014
Samsung Accelerator April 2014 - June 2014
The Harvard Crimson April 2013 - April 2014
Harvard J-Term Philippines Service Trip January 2014 - January 2014
Harvard School of Engineering and Applied Sciences September 2013 - December 2013
University of Toronto: Donnelly Centre for Cellular and Biomolecular Research June 2013 - August 2013
Where's My T October 2012 - December 2012
The Cross-Cultural Community Services Association August 2009 - September 2011
Skills
HTML, Objective-C, CSS3, jQuery, PHP, Python, C, OCaml, Chamber Music, Violin, Statistical Data..., Ruby on Rails, Git, Teaching, Web Applications, CSS
Education
Harvard University 2012 — 2016
A.B., Applied Mathematics in Computer Science, Secondary in Music
Yale University 2011 — 2011
Summer Session, Cell/Cellular and Molecular Biology
Royal Conservatory of Music
Associate of The Royal Conservatory Diploma, Violin, First Class Honours
Earl Haig Secondary School 2008 — 2012
Claude Watson Arts Program Diploma, Ontario Secondary School Diploma
J.P. Morgan June 2015 - Present
Resonate May 2013 - Present
Taiwan Life June 2014 - August 2014
Samsung Accelerator April 2014 - June 2014
The Harvard Crimson April 2013 - April 2014
Harvard J-Term Philippines Service Trip January 2014 - January 2014
Harvard School of Engineering and Applied Sciences September 2013 - December 2013
University of Toronto: Donnelly Centre for Cellular and Biomolecular Research June 2013 - August 2013
Where's My T October 2012 - December 2012
The Cross-Cultural Community Services Association August 2009 - September 2011
Skills
HTML, Objective-C, CSS3, jQuery, PHP, Python, C, OCaml, Chamber Music, Violin, Statistical Data..., Ruby on Rails, Git, Teaching, Web Applications, CSS
Education
Harvard University 2012 — 2016
A.B., Applied Mathematics in Computer Science, Secondary in Music
Yale University 2011 — 2011
Summer Session, Cell/Cellular and Molecular Biology
Royal Conservatory of Music
Associate of The Royal Conservatory Diploma, Violin, First Class Honours
Earl Haig Secondary School 2008 — 2012
Claude Watson Arts Program Diploma, Ontario Secondary School Diploma
Andrea Lerdo de Tejada Andrea Lerdo de Tejada's J.P. Morgan Experience December 2014 - Present
Job Vice President Sr. Legal Specialist at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2014 - Present
J.P. Morgan October 2012 - Present
GE Capital January 2011 - September 2012
Mexican Federal Government July 2008 - December 2010
Creel, Garcia-Cuellar, Aiza y Enriquez, S.C February 2005 - November 2007
Skills
Corporate Law, Banking Law, Legal Advice, Anti Money Laundering, Anti-corruption, Legal Compliance, International Law, Cross-border..., Corporate Governance, Foreign Investment, Legal Research, Securities Regulation, Corporate Finance, Contract Negotiation, Compliance
Education
University of California, Berkeley - School of Law 2012 — 2013
LL.M, Certificate in Business Law
Universidad Iberoamericana, Ciudad de México 2003 — 2008
Licenciada en Derecho, Derecho Internacional
2006 — 2006
Legal Writing, Legal
J.P. Morgan December 2014 - Present
J.P. Morgan October 2012 - Present
GE Capital January 2011 - September 2012
Mexican Federal Government July 2008 - December 2010
Creel, Garcia-Cuellar, Aiza y Enriquez, S.C February 2005 - November 2007
Skills
Corporate Law, Banking Law, Legal Advice, Anti Money Laundering, Anti-corruption, Legal Compliance, International Law, Cross-border..., Corporate Governance, Foreign Investment, Legal Research, Securities Regulation, Corporate Finance, Contract Negotiation, Compliance
Education
University of California, Berkeley - School of Law 2012 — 2013
LL.M, Certificate in Business Law
Universidad Iberoamericana, Ciudad de México 2003 — 2008
Licenciada en Derecho, Derecho Internacional
2006 — 2006
Legal Writing, Legal
Nancy Liu's J.P. Morgan Experience June 2015 - July 2015
Job Investment Banking Summer Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - July 2015
Eleganza November 2013 - May 2015
Harvard Undergraduate Women in Business December 2012 - March 2015
Peakside Capital June 2014 - September 2014
Smart Women Securities June 2013 - February 2014
Harvard Student Agencies February 2012 - November 2013
Smart Women Securities December 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Teaching, Customer Service, Advertising, Stata, Marketing, Editing, Chinese History, Mandarin, Chinese Culture, Chinese
Education
Harvard College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Highland Park High School 2008 — 2012
J.P. Morgan June 2015 - July 2015
Eleganza November 2013 - May 2015
Harvard Undergraduate Women in Business December 2012 - March 2015
Peakside Capital June 2014 - September 2014
Smart Women Securities June 2013 - February 2014
Harvard Student Agencies February 2012 - November 2013
Smart Women Securities December 2012 - May 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Budgets, Teaching, Customer Service, Advertising, Stata, Marketing, Editing, Chinese History, Mandarin, Chinese Culture, Chinese
Education
Harvard College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Highland Park High School 2008 — 2012
Khira Griscavage Khira Griscavage's J.P. Morgan Experience 2001 - 2007
Job Director Operatons and Professional Development, West Coast Office at McKinsey & Company
Industry Education Management
Experience
McKinsey & Company 2014 - Present
The Athenian School July 2013 - 2014
University of California, Berkeley April 2007 - May 2013
J.P. Morgan 2001 - 2007
McKinsey & Company 1999 - 2001
Education
Harvard University
Bachelor of Science (B.S.), Mechanical Engineering
Stanford GSB
Master of Business Administration (MBA)
Stanford University
Master of Arts (M.A.), Education
McKinsey & Company 2014 - Present
The Athenian School July 2013 - 2014
University of California, Berkeley April 2007 - May 2013
J.P. Morgan 2001 - 2007
McKinsey & Company 1999 - 2001
Education
Harvard University
Bachelor of Science (B.S.), Mechanical Engineering
Stanford GSB
Master of Business Administration (MBA)
Stanford University
Master of Arts (M.A.), Education
Emily Martinez-Lanza's J.P. Morgan Experience June 2013 - July 2015
Job Private Equity Associate at Bain Capital
Industry Investment Banking
Experience
Bain Capital August 2015 - Present
J.P. Morgan June 2013 - July 2015
Teens Against Domestic Abuse September 2008 - 2015
The Harvard Crimson January 2012 - December 2012
J.P. Morgan June 2012 - August 2012
The Harvard Crimson September 2010 - December 2011
Cuban American National Foundation June 2011 - August 2011
Ivy Insiders April 2011 - August 2011
Skills
Fully bilingual in..., Portuguese, PowerPoint, Financial Modeling, Valuation, Microsoft Excel, Stata, Spanish, Economics, Social Media, Marketing, Investment Banking, Finance
Education
Harvard University 2010 — 2013
A.B., Economics
Gulliver Preparatory School 2006 — 2010
High School Diploma
Bain Capital August 2015 - Present
J.P. Morgan June 2013 - July 2015
Teens Against Domestic Abuse September 2008 - 2015
The Harvard Crimson January 2012 - December 2012
J.P. Morgan June 2012 - August 2012
The Harvard Crimson September 2010 - December 2011
Cuban American National Foundation June 2011 - August 2011
Ivy Insiders April 2011 - August 2011
Skills
Fully bilingual in..., Portuguese, PowerPoint, Financial Modeling, Valuation, Microsoft Excel, Stata, Spanish, Economics, Social Media, Marketing, Investment Banking, Finance
Education
Harvard University 2010 — 2013
A.B., Economics
Gulliver Preparatory School 2006 — 2010
High School Diploma
Beau Robicheaux's J.P. Morgan Experience July 2015 - Present
Job Investment Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Crane Co. January 2011 - June 2013
ACT Conferencing October 2008 - December 2010
New York City Department of Investigation June 2007 - August 2007
Dolphin Asset Management June 2006 - September 2006
Dolphin Asset Management June 2005 - September 2005
Dolphin Asset Management June 2004 - September 2004
Skills
Analysis, Six Sigma, Visio, SharePoint, Microsoft Excel, Finance, Leadership, Financial Modeling, Business Development, Private Equity, PowerPoint, Data Analysis, Financial Analysis, Management, Forecasting
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2004 — 2008
AB
Chaminade High School 2000 — 2004
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Crane Co. January 2011 - June 2013
ACT Conferencing October 2008 - December 2010
New York City Department of Investigation June 2007 - August 2007
Dolphin Asset Management June 2006 - September 2006
Dolphin Asset Management June 2005 - September 2005
Dolphin Asset Management June 2004 - September 2004
Skills
Analysis, Six Sigma, Visio, SharePoint, Microsoft Excel, Finance, Leadership, Financial Modeling, Business Development, Private Equity, PowerPoint, Data Analysis, Financial Analysis, Management, Forecasting
Education
Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2004 — 2008
AB
Chaminade High School 2000 — 2004
Mohamed A. S. Kamara-Deen's J.P. Morgan Experience June 2014 - May 2015
Job
Industry Financial Services
Experience
Boeing July 2015 - Present
J.P. Morgan June 2014 - May 2015
State Street Financial Group March 2014 - May 2014
JPMorgan Chase November 2013 - February 2014
Central Bank of Sierra Leone August 2004 - February 2008
National Revenue Authority December 2003 - July 2004
Guaranty Trust Bank (SL) Limited August 2003 - November 2003
PKF International March 2003 - July 2003
Ministry of Finance June 2001 - September 2001
Skills
Mutual Funds, Account Reconciliation, Bank Reconciliation, Banking, Financial Modeling, Financial Analysis, Hedge Funds, Budget Reconciliation, Equities, Alternative Investments, Credit, Investment Banking, Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Auditing
Education
Harvard University 2011 — 2013
Master's degree, Finance
Fourah Bay College, University of Sierra leone 1998 — 2002
Bachelor's degree, Accounting and Finance
CFA Level 2 Candidate
Passed CFA Level 1
CFA Level 1, Finance and Financial Management Services
Boeing July 2015 - Present
J.P. Morgan June 2014 - May 2015
State Street Financial Group March 2014 - May 2014
JPMorgan Chase November 2013 - February 2014
Central Bank of Sierra Leone August 2004 - February 2008
National Revenue Authority December 2003 - July 2004
Guaranty Trust Bank (SL) Limited August 2003 - November 2003
PKF International March 2003 - July 2003
Ministry of Finance June 2001 - September 2001
Skills
Mutual Funds, Account Reconciliation, Bank Reconciliation, Banking, Financial Modeling, Financial Analysis, Hedge Funds, Budget Reconciliation, Equities, Alternative Investments, Credit, Investment Banking, Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Auditing
Education
Harvard University 2011 — 2013
Master's degree, Finance
Fourah Bay College, University of Sierra leone 1998 — 2002
Bachelor's degree, Accounting and Finance
CFA Level 2 Candidate
Passed CFA Level 1
CFA Level 1, Finance and Financial Management Services
George Liang's J.P. Morgan Experience May 2015 - Present
Job Student at Harvard University
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Liquidity Services, Inc February 2014 - February 2015
Harvard Business School June 2013 - August 2013
National Institute of Mental Health July 2011 - September 2011
Skills
Stata, Statistics, Research, Data Analysis, Policy Analysis, Economics, Science, Molecular Biology, PCR, Mathematica, Financial Modeling, Python
Education
Harvard University 2012 — 2016
A.B, Economics
Thomas Jefferson High School for Science and Technology 2008 — 2012
Advanced Studies Jefferson Diploma
J.P. Morgan May 2015 - Present
Liquidity Services, Inc February 2014 - February 2015
Harvard Business School June 2013 - August 2013
National Institute of Mental Health July 2011 - September 2011
Skills
Stata, Statistics, Research, Data Analysis, Policy Analysis, Economics, Science, Molecular Biology, PCR, Mathematica, Financial Modeling, Python
Education
Harvard University 2012 — 2016
A.B, Economics
Thomas Jefferson High School for Science and Technology 2008 — 2012
Advanced Studies Jefferson Diploma
Katharine Hebenstreit Katharine Hebenstreit's J.P. Morgan Experience April 2013 - March 2014
Job CoManaging Partner & COO at Link Capital
Industry Financial Services
Experience
Link Capital March 2014 - Present
J.P. Morgan April 2013 - March 2014
J.P. Morgan July 2012 - March 2014
American Express September 2009 - May 2010
American Express September 2007 - September 2009
Skills
Financial Analysis, Business Strategy, Financial Modeling, Investment Banking, Equities, Fixed Income, Capital Markets, Series 7, Investments, Valuation, Alternative Investments, Series 63, Corporate Finance, Banking, Securities, Equity Derivatives, Strategic Consulting
Education
Wharton Business School 2010 — 2012
MBA, Finance, Strategic Management
Harvard University 2003 — 2007
Bachelor's degree, Sociology
Link Capital March 2014 - Present
J.P. Morgan April 2013 - March 2014
J.P. Morgan July 2012 - March 2014
American Express September 2009 - May 2010
American Express September 2007 - September 2009
Skills
Financial Analysis, Business Strategy, Financial Modeling, Investment Banking, Equities, Fixed Income, Capital Markets, Series 7, Investments, Valuation, Alternative Investments, Series 63, Corporate Finance, Banking, Securities, Equity Derivatives, Strategic Consulting
Education
Wharton Business School 2010 — 2012
MBA, Finance, Strategic Management
Harvard University 2003 — 2007
Bachelor's degree, Sociology
Giuseppe H. Robalino's J.P. Morgan Experience November 2013 - December 2013
Job Hedge Fund & Private Wealth ~ University of Southern California Marshall School of Business
Industry Financial Services
Experience
USC Investment Office August 2015 - Present
USC Undergraduate Student Government April 2015 - Present
Investing.com December 2014 - Present
Wall Street Playbook February 2014 - Present
California State Senate June 2015 - August 2015
Voyager Management June 2014 - July 2014
The Glowacki Group, LLC August 2013 - July 2014
StockSaints, Inc. August 2013 - January 2014
J.P. Morgan November 2013 - December 2013
USC Undergraduate Student Government September 2012 - May 2013
Education
University of Southern California - Marshall School of Business 2012 — 2016
The London School of Economics and Political Science (LSE)
Analysis & Management of Financial Risk
Harvard University
Microeconomics, American Foreign Policy
USC Investment Office August 2015 - Present
USC Undergraduate Student Government April 2015 - Present
Investing.com December 2014 - Present
Wall Street Playbook February 2014 - Present
California State Senate June 2015 - August 2015
Voyager Management June 2014 - July 2014
The Glowacki Group, LLC August 2013 - July 2014
StockSaints, Inc. August 2013 - January 2014
J.P. Morgan November 2013 - December 2013
USC Undergraduate Student Government September 2012 - May 2013
Education
University of Southern California - Marshall School of Business 2012 — 2016
The London School of Economics and Political Science (LSE)
Analysis & Management of Financial Risk
Harvard University
Microeconomics, American Foreign Policy
Mervyn Han's J.P. Morgan Experience January 2015 - April 2015
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company April 2015 - Present
J.P. Morgan January 2015 - April 2015
J.P. Morgan July 2011 - January 2015
J.P. Morgan June 2010 - August 2010
Publicis Groupe June 2007 - April 2009
Williams-Sonoma, Inc. June 2005 - June 2007
Bain & Company 2004 - 2005
Prudential Financial June 2002 - August 2002
Blue Cross Blue Shield of Massachusetts June 2001 - August 2001
Skills
Financial Modeling, Strategy, Valuation, Financial Analysis, Business Strategy, Management Consulting, Corporate Finance, Due Diligence, Investment Banking, Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
Harvard University 1999 — 2003
AB
West High School 1996 — 1999
Moelis & Company April 2015 - Present
J.P. Morgan January 2015 - April 2015
J.P. Morgan July 2011 - January 2015
J.P. Morgan June 2010 - August 2010
Publicis Groupe June 2007 - April 2009
Williams-Sonoma, Inc. June 2005 - June 2007
Bain & Company 2004 - 2005
Prudential Financial June 2002 - August 2002
Blue Cross Blue Shield of Massachusetts June 2001 - August 2001
Skills
Financial Modeling, Strategy, Valuation, Financial Analysis, Business Strategy, Management Consulting, Corporate Finance, Due Diligence, Investment Banking, Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
Harvard University 1999 — 2003
AB
West High School 1996 — 1999
Marina Nikolic Marina Nikolic's J.P. Morgan Experience 2007 - 2012
Job Senior Bid Manager at RSA, The Security Division of EMC
Industry Environmental Services
Experience
RSA, The Security Division of EMC June 2014 - Present
Triumvirate Environmental 2012 - 2014
J.P. Morgan 2007 - 2012
Skills
Proposal Writing, Project Management, New Business Development, Environmental Awareness, Proposal Leadership, Sustainability, Process Improvement, Corporate Sustainability, Business Development, Tender Response, Analysis, Quality Control, Research, Waste Management, Environmental Compliance, Microsoft Office
Education
Harvard University
Master of Liberal Arts in Extension Studies, Sustainability and Environmental Management
University of Massachusetts Boston
Bachelor of Science (B.S.), International Management
RSA, The Security Division of EMC June 2014 - Present
Triumvirate Environmental 2012 - 2014
J.P. Morgan 2007 - 2012
Skills
Proposal Writing, Project Management, New Business Development, Environmental Awareness, Proposal Leadership, Sustainability, Process Improvement, Corporate Sustainability, Business Development, Tender Response, Analysis, Quality Control, Research, Waste Management, Environmental Compliance, Microsoft Office
Education
Harvard University
Master of Liberal Arts in Extension Studies, Sustainability and Environmental Management
University of Massachusetts Boston
Bachelor of Science (B.S.), International Management
Richard Mattione's J.P. Morgan Experience September 1984 - January 1994
Job Macrofinancial researcher at NichiLA LLC
Industry Financial Services
Experience
NichiLA LLC September 2014 - Present
Program on International Financial Systems January 2014 - April 2014
GMO 1994 - August 2013
J.P. Morgan September 1984 - January 1994
The Brookings Institution September 1981 - August 1984
Skills
Equities, Portfolio Management, Securities, Investments, Research, Fixed Income, Asset Management, Investment Strategies, Investment Management, Bloomberg, Asset Allocation, Valuation, Mutual Funds, Financial Modeling, Financial Markets, Latin America, Hedge Funds
Education
Harvard University 1977 — 1981
Ph.D., Economics
Washington University in St. Louis 1974 — 1977
Bachelor of Science (BS), Systems Science and Mathematics
NichiLA LLC September 2014 - Present
Program on International Financial Systems January 2014 - April 2014
GMO 1994 - August 2013
J.P. Morgan September 1984 - January 1994
The Brookings Institution September 1981 - August 1984
Skills
Equities, Portfolio Management, Securities, Investments, Research, Fixed Income, Asset Management, Investment Strategies, Investment Management, Bloomberg, Asset Allocation, Valuation, Mutual Funds, Financial Modeling, Financial Markets, Latin America, Hedge Funds
Education
Harvard University 1977 — 1981
Ph.D., Economics
Washington University in St. Louis 1974 — 1977
Bachelor of Science (BS), Systems Science and Mathematics
Adam Chu's J.P. Morgan Experience June 2013 - August 2013
Job Investment Banking Analyst at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas August 2015 - Present
Harvard University August 2010 - May 2015
Asset Management Finance March 2014 - May 2014
Harvard Law School January 2014 - May 2014
Mercury Fund October 2013 - December 2013
J.P. Morgan June 2013 - August 2013
RiverRock Group June 2012 - August 2012
Bank of America Merrill Lynch January 2012 - May 2012
Houston Metropolitan Transit Authority December 2011 - January 2012
GroupRaise.com July 2011 - August 2011
Skills
Spanish, Shanghainese, Java, VBA, Stata, R, Mathematica, Adobe Creative Suite, CakePHP, Ruby on Rails, HTML, CSS, Visual Basic, Electron Microscopy, Chinese, Microsoft Excel, PowerPoint, Research, Entrepreneurship, Microsoft Office, Data Analysis, Statistics, Economics, Financial Modeling, Fishing, Big Data, Finance, Matlab
Education
Harvard University 2010 — 2015
A.B., Economics, Computer Science
Massachusetts Institute of Technology 2012 — 2013
Klein High School 2006 — 2010
High School Diploma
BNP Paribas August 2015 - Present
Harvard University August 2010 - May 2015
Asset Management Finance March 2014 - May 2014
Harvard Law School January 2014 - May 2014
Mercury Fund October 2013 - December 2013
J.P. Morgan June 2013 - August 2013
RiverRock Group June 2012 - August 2012
Bank of America Merrill Lynch January 2012 - May 2012
Houston Metropolitan Transit Authority December 2011 - January 2012
GroupRaise.com July 2011 - August 2011
Skills
Spanish, Shanghainese, Java, VBA, Stata, R, Mathematica, Adobe Creative Suite, CakePHP, Ruby on Rails, HTML, CSS, Visual Basic, Electron Microscopy, Chinese, Microsoft Excel, PowerPoint, Research, Entrepreneurship, Microsoft Office, Data Analysis, Statistics, Economics, Financial Modeling, Fishing, Big Data, Finance, Matlab
Education
Harvard University 2010 — 2015
A.B., Economics, Computer Science
Massachusetts Institute of Technology 2012 — 2013
Klein High School 2006 — 2010
High School Diploma
Jonathan Britton Jonathan Britton's J.P. Morgan Experience November 2007 - December 2011
Job Associate, Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey April 2014 - Present
Navigant Capital Advisors December 2011 - March 2014
J.P. Morgan November 2007 - December 2011
Skills
Valuation, Financial Modeling, Due Diligence, Business Strategy, Securities, Financial Statement..., Analytics, Restructuring, Market Research, Performance Improvement, International Relations, Soccer, Strategic Finance, Report Writing, Financial Performance...
Education
Harvard University 2009 — 2011
Masters, Management
James Madison University 2003 — 2007
BBA, Finance
IMG Academy 1999 — 2003
Houlihan Lokey April 2014 - Present
Navigant Capital Advisors December 2011 - March 2014
J.P. Morgan November 2007 - December 2011
Skills
Valuation, Financial Modeling, Due Diligence, Business Strategy, Securities, Financial Statement..., Analytics, Restructuring, Market Research, Performance Improvement, International Relations, Soccer, Strategic Finance, Report Writing, Financial Performance...
Education
Harvard University 2009 — 2011
Masters, Management
James Madison University 2003 — 2007
BBA, Finance
IMG Academy 1999 — 2003
Kelly Battles Kelly Battles's J.P. Morgan Experience 1989 - 1992
Job CFO at Bracket Computing
Industry Computer Software
Experience
Bracket Computing May 2013 - Present
Host Analytics, Inc. 2009 - 2013
IronPort Systems 2003 - 2009
HP 1997 - 2002
McKinsey & Company 1993 - 1997
J.P. Morgan 1989 - 1992
Education
Harvard University 1992 — 1994
M.B.A.
Princeton University 1985 — 1989
B.S.E., Operations Research/Systems Management
Indian Springs High School 1980 — 1985
High School
Highlands Day School 1977 — 1980
Bracket Computing May 2013 - Present
Host Analytics, Inc. 2009 - 2013
IronPort Systems 2003 - 2009
HP 1997 - 2002
McKinsey & Company 1993 - 1997
J.P. Morgan 1989 - 1992
Education
Harvard University 1992 — 1994
M.B.A.
Princeton University 1985 — 1989
B.S.E., Operations Research/Systems Management
Indian Springs High School 1980 — 1985
High School
Highlands Day School 1977 — 1980
Jason Munster's J.P. Morgan Experience 2008 - 2009
Job PhD Student in Environmental Sciences and Engineering at Harvard University
Industry Higher Education
Experience
Clear Breath March 2014 - Present
Galactus Investing February 2012 - Present
Harvard University August 2011 - Present
Harvard University October 2009 - Present
J.P. Morgan 2008 - 2009
Skills
Atmospheric Chemistry, Data Analysis, Climate Change, Statistics, Chemistry, Fortran, Policy Analysis, Science, Physics, Research, LaTeX
Education
Harvard University 2010 — 2016
PhD, Environmental Sciences and Engineering
Harvard University 2003 — 2007
AB, Earth and Planetary Sciences
Clear Breath March 2014 - Present
Galactus Investing February 2012 - Present
Harvard University August 2011 - Present
Harvard University October 2009 - Present
J.P. Morgan 2008 - 2009
Skills
Atmospheric Chemistry, Data Analysis, Climate Change, Statistics, Chemistry, Fortran, Policy Analysis, Science, Physics, Research, LaTeX
Education
Harvard University 2010 — 2016
PhD, Environmental Sciences and Engineering
Harvard University 2003 — 2007
AB, Earth and Planetary Sciences
Anuj Shah Anuj Shah's J.P. Morgan Experience May 2013 - August 2013
Job Investment Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs June 2014 - Present
BlackDiamond Capital September 2012 - May 2014
J.P. Morgan May 2013 - August 2013
Sophrosyne Capital LLC March 2012 - August 2012
GFI Group May 2010 - August 2011
Skills
Bloomberg, Derivatives, Fixed Income, Equity Derivatives, Credit Derivatives, Equities, Quantitative Finance, Options, Interest Rate..., Hedge Funds, Trading Systems, CDS, Swaps, FX Options, Bloomberg Terminal, Valuation, Equity Research, Alternative Investments, Financial Modeling, Investments
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Applied Mathematics
University of Oxford 2012 — 2012
Bachelor's Degree, Mathematics
Montclair High School
Goldman Sachs June 2014 - Present
BlackDiamond Capital September 2012 - May 2014
J.P. Morgan May 2013 - August 2013
Sophrosyne Capital LLC March 2012 - August 2012
GFI Group May 2010 - August 2011
Skills
Bloomberg, Derivatives, Fixed Income, Equity Derivatives, Credit Derivatives, Equities, Quantitative Finance, Options, Interest Rate..., Hedge Funds, Trading Systems, CDS, Swaps, FX Options, Bloomberg Terminal, Valuation, Equity Research, Alternative Investments, Financial Modeling, Investments
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Applied Mathematics
University of Oxford 2012 — 2012
Bachelor's Degree, Mathematics
Montclair High School
Edward Likovich's J.P. Morgan Experience June 2011 - April 2013
Job Chief Executive Officer at GoodLux Technology
Industry Consumer Electronics
Experience
GoodLux Technology April 2013 - Present
J.P. Morgan June 2011 - April 2013
Harvard University July 2008 - June 2011
Harvard University June 2006 - June 2011
JP Morgan June 2010 - August 2010
Harvard University September 2008 - January 2009
NIST June 2007 - August 2007
Lawrence Berkeley National Laboratory June 2005 - August 2007
Skills
Mathematical Modeling, Spectroscopy, Mathematica, Monte Carlo Simulation, Fixed Income, Data Analysis, Characterization, Physics, LaTeX, Strategy, Semiconductors, Statistics, R, Simulations, Algorithms, Matlab, Research, Quantitative Analytics, Labview, Economics, Quantitative Finance, Python, Programming, Statistical Modeling, Sensors, Stata, Applied Mathematics, Science, Machine Learning, Financial Modeling
Education
Harvard University 2006 — 2011
PhD, Applied Physics
Harvard University 2006 — 2008
SM, Applied Physics
Harvard University 2002 — 2006
AB (Honors), Physics
GoodLux Technology April 2013 - Present
J.P. Morgan June 2011 - April 2013
Harvard University July 2008 - June 2011
Harvard University June 2006 - June 2011
JP Morgan June 2010 - August 2010
Harvard University September 2008 - January 2009
NIST June 2007 - August 2007
Lawrence Berkeley National Laboratory June 2005 - August 2007
Skills
Mathematical Modeling, Spectroscopy, Mathematica, Monte Carlo Simulation, Fixed Income, Data Analysis, Characterization, Physics, LaTeX, Strategy, Semiconductors, Statistics, R, Simulations, Algorithms, Matlab, Research, Quantitative Analytics, Labview, Economics, Quantitative Finance, Python, Programming, Statistical Modeling, Sensors, Stata, Applied Mathematics, Science, Machine Learning, Financial Modeling
Education
Harvard University 2006 — 2011
PhD, Applied Physics
Harvard University 2006 — 2008
SM, Applied Physics
Harvard University 2002 — 2006
AB (Honors), Physics
Matthew R. McLean's J.P. Morgan Experience June 2012 - December 2014
Job Research Associate at RS Investments
Industry Investment Management
Experience
RS Investments January 2015 - Present
J.P. Morgan June 2012 - December 2014
J.P. Morgan June 2011 - August 2011
Education
Harvard University 2008 — 2012
Bachelors, Economics
RS Investments January 2015 - Present
J.P. Morgan June 2012 - December 2014
J.P. Morgan June 2011 - August 2011
Education
Harvard University 2008 — 2012
Bachelors, Economics
Aparajita Fishman's J.P. Morgan Experience 1991 - 1993
Job Full Stack Software Artist, UX/Graphic Designer
Industry Computer Software
Experience
Cappuccino Project June 2010 - Present
SublimeLinter September 2013 - Present
Icahn School of Medicine at Mount Sinai June 2010 - Present
Victory-Heart Productions April 1983 - Present
J.P. Morgan 1991 - 1993
Skills
Web Design, JavaScript, MySQL, 4D, Active4D, Cappuccino, python, Django, Software Design, Software Development, Software Documentation, User Experience, User Interface Design, Training, MongoDB
Education
Harvard University 1979 — 1983
BA, Comparative Study of Religion
Cappuccino Project June 2010 - Present
SublimeLinter September 2013 - Present
Icahn School of Medicine at Mount Sinai June 2010 - Present
Victory-Heart Productions April 1983 - Present
J.P. Morgan 1991 - 1993
Skills
Web Design, JavaScript, MySQL, 4D, Active4D, Cappuccino, python, Django, Software Design, Software Development, Software Documentation, User Experience, User Interface Design, Training, MongoDB
Education
Harvard University 1979 — 1983
BA, Comparative Study of Religion
Armando Rivera's J.P. Morgan Experience June 2011 - August 2011
Job
Industry Management Consulting
Experience
Surescripts August 2015 - Present
IMS Health December 2013 - July 2015
Compensation Advisory Partners July 2012 - December 2013
J.P. Morgan June 2011 - August 2011
Excellus BCBS June 2010 - August 2010
Education
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
Harvard University 2009 — 2009
Harvard Summer School, Organic Chemistry I & II
Surescripts August 2015 - Present
IMS Health December 2013 - July 2015
Compensation Advisory Partners July 2012 - December 2013
J.P. Morgan June 2011 - August 2011
Excellus BCBS June 2010 - August 2010
Education
University of Rochester 2008 — 2012
Bachelor of Arts (B.A.), Financial Economics
Harvard University 2009 — 2009
Harvard Summer School, Organic Chemistry I & II
Lee Gao's J.P. Morgan Experience 2006 - 2007
Job Portfolio Manager at Visium Asset Management
Industry Investment Management
Experience
Greyson Capital Management 2011 - 2015
Joho Capital 2007 - 2011
J.P. Morgan 2006 - 2007
Education
Harvard College 2002 — 2006
Bachelor's Degree
Greyson Capital Management 2011 - 2015
Joho Capital 2007 - 2011
J.P. Morgan 2006 - 2007
Education
Harvard College 2002 — 2006
Bachelor's Degree
Janet Yearwood, CFA's J.P. Morgan Experience October 2014 - March 2015
Job Client Portfolio Manager, U.S. Equity at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan October 2014 - March 2015
NYU Shanghai November 2011 - July 2013
Pzena Investment Management April 2007 - October 2008
TIAA-CREF October 1999 - February 2007
Merrill Lynch August 1993 - October 1998
Dean Witter Reynolds, Inc October 1987 - June 1991
Skills
Value Investing, Equity Research, Equities, Asset Managment, Bloomberg, Portfolio Management, Investments, Financial Modeling, Valuation, Financial Analysis
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Harvard University 1983 — 1987
Bachelor of Arts (B.A.), Literature
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan October 2014 - March 2015
NYU Shanghai November 2011 - July 2013
Pzena Investment Management April 2007 - October 2008
TIAA-CREF October 1999 - February 2007
Merrill Lynch August 1993 - October 1998
Dean Witter Reynolds, Inc October 1987 - June 1991
Skills
Value Investing, Equity Research, Equities, Asset Managment, Bloomberg, Portfolio Management, Investments, Financial Modeling, Valuation, Financial Analysis
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Harvard University 1983 — 1987
Bachelor of Arts (B.A.), Literature
Paayal Gupta's J.P. Morgan Experience May 2012 - April 2014
Job Associate at HGGC, LLC
Industry Venture Capital & Private Equity
Experience
HGGC, LLC May 2014 - Present
TiE January 2015 - 2015
J.P. Morgan May 2012 - April 2014
J.P. Morgan September 2008 - May 2012
Abraham Path 2008 - 2008
LifeSize Communications 2007 - 2007
Indicorp 2007 - 2007
Fundacion Eugenio Mendoza 2006 - 2006
Skills
Business Strategy, Investment Banking, Mergers & Acquisitions, Investments, Financial Modeling, Business Development, Financial Services, Management, Marketing Strategy, Strategic Consulting, Valuation, Corporate Finance, Emerging Markets, Mergers, Venture Capital, Financial Analysis, Private Equity
Education
Harvard University 2004 — 2008
Bachelor of Arts (B.A.), Economics
HGGC, LLC May 2014 - Present
TiE January 2015 - 2015
J.P. Morgan May 2012 - April 2014
J.P. Morgan September 2008 - May 2012
Abraham Path 2008 - 2008
LifeSize Communications 2007 - 2007
Indicorp 2007 - 2007
Fundacion Eugenio Mendoza 2006 - 2006
Skills
Business Strategy, Investment Banking, Mergers & Acquisitions, Investments, Financial Modeling, Business Development, Financial Services, Management, Marketing Strategy, Strategic Consulting, Valuation, Corporate Finance, Emerging Markets, Mergers, Venture Capital, Financial Analysis, Private Equity
Education
Harvard University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Jon Gezotis's J.P. Morgan Experience December 2005 - August 2007
Job VP Client Service Manager at JPMorgan
Industry Financial Services
Experience
JP Morgan Chase August 2007 - Present
JP Morgan December 2005 - August 2007
Brown Brothers & Harriman June 2005 - December 2005
Brown Brothers & Harriman June 2004 - June 2005
J.P. Morgan June 2003 - June 2004
JPMorgan Chase November 2001 - June 2003
JPMorgan Chase December 1999 - November 2001
Skills
Fund Accounting, Accounting, Financial Reporting, Management, Mutual Funds, Financial Analysis, Financial Services, Mergers & Acquisitions, Auditing, Corporate Actions, Bloomberg, Financial Risk, Asset Management, Financial Statements, Leadership, Securities, Hedge Funds, CRM, Derivatives, Analysis, Fixed Income, Equities, Insurance, Investments
Education
Northeastern University 1997 — 2003
Bachelor of Science, Finance
Harvard University
JP Morgan Chase August 2007 - Present
JP Morgan December 2005 - August 2007
Brown Brothers & Harriman June 2005 - December 2005
Brown Brothers & Harriman June 2004 - June 2005
J.P. Morgan June 2003 - June 2004
JPMorgan Chase November 2001 - June 2003
JPMorgan Chase December 1999 - November 2001
Skills
Fund Accounting, Accounting, Financial Reporting, Management, Mutual Funds, Financial Analysis, Financial Services, Mergers & Acquisitions, Auditing, Corporate Actions, Bloomberg, Financial Risk, Asset Management, Financial Statements, Leadership, Securities, Hedge Funds, CRM, Derivatives, Analysis, Fixed Income, Equities, Insurance, Investments
Education
Northeastern University 1997 — 2003
Bachelor of Science, Finance
Harvard University
Robert Langdon's J.P. Morgan Experience August 2015 - Present
Job Investment Specialist, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
University of Virginia Darden School of Business July 2013 - Present
J.P. Morgan Asset Management, Private Bank June 2014 - August 2014
Fourth Factor Advisors September 2013 - January 2014
PwC June 2013 - July 2013
PwC September 2010 - June 2013
PwC April 2012 - May 2012
PwC June 2009 - July 2009
Banc of America Securities June 2008 - August 2008
Skills
Financial Analysis, Investment Management, Capital Markets, Financial Services, Accounting, Financial Accounting, Financial Reporting, Corporate Social..., Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master's degree, Accounting
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor's degree, Business Administration; Political Science
London School of Economics and Political Science 2007 — 2007
Summer School, Political Science; Management
Harvard University 2006 — 2006
Summer School, Management
University of Virginia
University of Virginia
J.P. Morgan August 2015 - Present
University of Virginia Darden School of Business July 2013 - Present
J.P. Morgan Asset Management, Private Bank June 2014 - August 2014
Fourth Factor Advisors September 2013 - January 2014
PwC June 2013 - July 2013
PwC September 2010 - June 2013
PwC April 2012 - May 2012
PwC June 2009 - July 2009
Banc of America Securities June 2008 - August 2008
Skills
Financial Analysis, Investment Management, Capital Markets, Financial Services, Accounting, Financial Accounting, Financial Reporting, Corporate Social..., Corporate Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2010
Master's degree, Accounting
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor's degree, Business Administration; Political Science
London School of Economics and Political Science 2007 — 2007
Summer School, Political Science; Management
Harvard University 2006 — 2006
Summer School, Management
University of Virginia
University of Virginia
Chris Schott's J.P. Morgan Experience March 2008 - Present
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2008 - Present
Banc of America June 2005 - March 2008
Credit Suisse July 2000 - May 2005
Education
Harvard University 1995 — 1999
Bachelor of Arts (BA), Biomedical/Medical Engineering
J.P. Morgan March 2008 - Present
Banc of America June 2005 - March 2008
Credit Suisse July 2000 - May 2005
Education
Harvard University 1995 — 1999
Bachelor of Arts (BA), Biomedical/Medical Engineering
Liesl Leach's J.P. Morgan Experience December 2013 - Present
Job Global Head of Digital Product Strategy, Global Investment Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2013 - Present
J.P. Morgan December 2011 - December 2013
J.P. Morgan December 2009 - December 2011
Active Cause 2008 - 2010
Citigroup 2006 - 2008
Citigroup 2002 - 2006
Novantas 2001 - 2001
Campus Pipeline 1999 - 2001
Oliver, Wyman & Company 1995 - 1999
U.S. House of Representatives 1991 - 1993
Skills
Marketing Strategy, Financial Services, Online Advertising, Affiliate Marketing, SEM, Direct Marketing, Web Marketing, Advertising, Management Consulting, Customer Acquisition, Strategic Partnerships, Marketing, Product Marketing, Risk Management, Analytics, Online Marketing, Strategy, Product Management, E-business, Digital Media, Competitive Analysis, Digital Strategy, Business Strategy, Entrepreneurship, Start-ups, Strategic Planning, E-commerce, Digital Marketing, Management, Business Development, Web Analytics
Education
Harvard University
BA, Government, East Asian Studies
Harvard University, John F. Kennedy School of Government
Masters in Public Policy, International Trade and Finance
J.P. Morgan December 2013 - Present
J.P. Morgan December 2011 - December 2013
J.P. Morgan December 2009 - December 2011
Active Cause 2008 - 2010
Citigroup 2006 - 2008
Citigroup 2002 - 2006
Novantas 2001 - 2001
Campus Pipeline 1999 - 2001
Oliver, Wyman & Company 1995 - 1999
U.S. House of Representatives 1991 - 1993
Skills
Marketing Strategy, Financial Services, Online Advertising, Affiliate Marketing, SEM, Direct Marketing, Web Marketing, Advertising, Management Consulting, Customer Acquisition, Strategic Partnerships, Marketing, Product Marketing, Risk Management, Analytics, Online Marketing, Strategy, Product Management, E-business, Digital Media, Competitive Analysis, Digital Strategy, Business Strategy, Entrepreneurship, Start-ups, Strategic Planning, E-commerce, Digital Marketing, Management, Business Development, Web Analytics
Education
Harvard University
BA, Government, East Asian Studies
Harvard University, John F. Kennedy School of Government
Masters in Public Policy, International Trade and Finance
Eric Gaaserud's J.P. Morgan Experience December 2013 - Present
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan December 2013 - Present
Bank of America Merrill Lynch July 2006 - September 2013
FBR January 2004 - June 2006
Energy Merchant LLC October 2001 - December 2003
SG Cowen April 2000 - October 2001
Deutsche Banc Alex. Brown August 1997 - March 2000
USS CHICAGO (SSN 721) 1992 - 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA, Finance
Harvard University 1986 — 1990
AB, History
J.P. Morgan December 2013 - Present
Bank of America Merrill Lynch July 2006 - September 2013
FBR January 2004 - June 2006
Energy Merchant LLC October 2001 - December 2003
SG Cowen April 2000 - October 2001
Deutsche Banc Alex. Brown August 1997 - March 2000
USS CHICAGO (SSN 721) 1992 - 1995
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA, Finance
Harvard University 1986 — 1990
AB, History
Allegra Ivey's J.P. Morgan Experience May 2010 - May 2011
Job Director at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2011 - Present
J.P. Morgan May 2010 - May 2011
Bank of America Merrill Lynch 2008 - 2010
UBS Investment Bank July 1999 - August 2008
Skills
Fixed Income, Structured Products, Investment Banking, Capital Markets, Bonds, Financial Structuring, Structured Finance, Derivatives, Series 7, Series 63, Securities, Bloomberg
Education
Syracuse University 1998 — 1999
MPA
Harvard University 1993 — 1997
AB, Economics
Bank of America Merrill Lynch May 2011 - Present
J.P. Morgan May 2010 - May 2011
Bank of America Merrill Lynch 2008 - 2010
UBS Investment Bank July 1999 - August 2008
Skills
Fixed Income, Structured Products, Investment Banking, Capital Markets, Bonds, Financial Structuring, Structured Finance, Derivatives, Series 7, Series 63, Securities, Bloomberg
Education
Syracuse University 1998 — 1999
MPA
Harvard University 1993 — 1997
AB, Economics
Valentin Fernandez's J.P. Morgan Experience June 2010 - August 2010
Job Private Equity Associate at Bain Capital
Industry Investment Banking
Experience
Bain Capital August 2014 - Present
Goldman Sachs July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Education
Harvard University 2008 — 2012
A.B., Magna Cum Laude, Economics
Southwest Miami High School 2004 — 2008
Bain Capital August 2014 - Present
Goldman Sachs July 2012 - July 2014
Goldman Sachs June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Education
Harvard University 2008 — 2012
A.B., Magna Cum Laude, Economics
Southwest Miami High School 2004 — 2008
Burak Tekin's J.P. Morgan Experience June 2006 - July 2006
Job Student at Harvard University
Industry Capital Markets
Experience
ABN AMRO June 2007 - July 2007
J.P. Morgan June 2006 - July 2006
Education
Harvard University 2004 — 2008
ABN AMRO June 2007 - July 2007
J.P. Morgan June 2006 - July 2006
Education
Harvard University 2004 — 2008
Mike Armstrong's J.P. Morgan Experience August 2009 - August 2014
Job Principal at GI Partners
Industry Real Estate
Experience
J.P. Morgan August 2009 - August 2014
Qatar Foundation August 2008 - September 2008
J.P. Morgan June 2008 - August 2008
J.P. Morgan August 2004 - July 2007
Financial Security Assurance, Inc. (now: Assured Guaranty) September 2003 - August 2004
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
Harvard University 1999 — 2003
AB
J.P. Morgan August 2009 - August 2014
Qatar Foundation August 2008 - September 2008
J.P. Morgan June 2008 - August 2008
J.P. Morgan August 2004 - July 2007
Financial Security Assurance, Inc. (now: Assured Guaranty) September 2003 - August 2004
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
Harvard University 1999 — 2003
AB
Richie Serna's J.P. Morgan Experience June 2009 - August 2009
Job CoFounder / CEO at CMPGN
Industry Internet
Experience
CMPGN March 2015 - Present
Balanced November 2013 - Present
Dev Bootcamp August 2013 - October 2013
Balanced April 2013 - August 2013
Emanuel Pleitez for Los Angeles Mayor July 2012 - March 2013
Booz & Company August 2010 - August 2012
J.P. Morgan June 2009 - August 2009
City of Los Angeles - Mayor's Office of Gang Reduction and Youth Development May 2008 - September 2008
Skills
Financial Modeling, Valuation, Ruby on Rails, Management Consulting, Due Diligence, Ruby, Competitive Analysis, Mergers & Acquisitions, SQL, JavaScript, Business Strategy, Pair Programming, Web Development, Market Research, Microsoft Excel, Research, PowerPoint, Finance, Python, C#, Java, Node.js
Education
Harvard University 2006 — 2010
A.B., Cum Laude, Government
CMPGN March 2015 - Present
Balanced November 2013 - Present
Dev Bootcamp August 2013 - October 2013
Balanced April 2013 - August 2013
Emanuel Pleitez for Los Angeles Mayor July 2012 - March 2013
Booz & Company August 2010 - August 2012
J.P. Morgan June 2009 - August 2009
City of Los Angeles - Mayor's Office of Gang Reduction and Youth Development May 2008 - September 2008
Skills
Financial Modeling, Valuation, Ruby on Rails, Management Consulting, Due Diligence, Ruby, Competitive Analysis, Mergers & Acquisitions, SQL, JavaScript, Business Strategy, Pair Programming, Web Development, Market Research, Microsoft Excel, Research, PowerPoint, Finance, Python, C#, Java, Node.js
Education
Harvard University 2006 — 2010
A.B., Cum Laude, Government
Edward Volkwein's J.P. Morgan Experience September 2012 - September 2014
Job Platform Delivery Manager at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters March 2015 - Present
J.P. Morgan September 2012 - September 2014
VCF Managers 2008 - August 2012
J.P. Morgan 1988 - 2006
Skills
Trading Systems, Fixed Income, Capital Markets, Hedge Funds, Financial Services, Foreign Exchange, Derivatives, Trading, Investments, SDLC, Management, Financial Risk, Mutual Funds, Investment Banking, Equities
Education
Harvard University 1984 — 1988
A.B., Computer Science, Economics
Thomson Reuters March 2015 - Present
J.P. Morgan September 2012 - September 2014
VCF Managers 2008 - August 2012
J.P. Morgan 1988 - 2006
Skills
Trading Systems, Fixed Income, Capital Markets, Hedge Funds, Financial Services, Foreign Exchange, Derivatives, Trading, Investments, SDLC, Management, Financial Risk, Mutual Funds, Investment Banking, Equities
Education
Harvard University 1984 — 1988
A.B., Computer Science, Economics
David Gillis's J.P. Morgan Experience November 2004 - Present
Job J.P. Morgan, Managing Director & Associate General Counsel
Industry Financial Services
Experience
J.P. Morgan November 2004 - Present
Orrick, Herrington & Sutcliffe LLP September 1995 - October 2004
Simpson Thacher & Bartlett LLP January 1998 - December 1998
Credit Suisse September 1989 - April 1991
Skills
Investment Banking, Litigation, Capital Markets, Due Diligence, Appeals, Management, Securities, Regulatory Affairs, Securities Regulation, Financial Regulation, Legal Advice, General Corporate..., Legal Compliance, Regulatory Compliance, Consent Decree, International Law, Financial Services, Municipal Bonds, Derivatives, Dodd-Frank, Antitrust Law, Antitrust Counseling, Crisis Management
Education
NYU School of Law 1992 — 1995
J.D., cum laude
Cambridge University 1991 — 1992
M.Phil., with Distinction, International Relations
Harvard University 1985 — 1989
B.A., magna cum laude, Government
J.P. Morgan November 2004 - Present
Orrick, Herrington & Sutcliffe LLP September 1995 - October 2004
Simpson Thacher & Bartlett LLP January 1998 - December 1998
Credit Suisse September 1989 - April 1991
Skills
Investment Banking, Litigation, Capital Markets, Due Diligence, Appeals, Management, Securities, Regulatory Affairs, Securities Regulation, Financial Regulation, Legal Advice, General Corporate..., Legal Compliance, Regulatory Compliance, Consent Decree, International Law, Financial Services, Municipal Bonds, Derivatives, Dodd-Frank, Antitrust Law, Antitrust Counseling, Crisis Management
Education
NYU School of Law 1992 — 1995
J.D., cum laude
Cambridge University 1991 — 1992
M.Phil., with Distinction, International Relations
Harvard University 1985 — 1989
B.A., magna cum laude, Government
Buck Farmer's J.P. Morgan Experience October 2010 - April 2012
Job New Tech Entrepreneur
Industry Computer Software
Experience
Google June 2014 - Present
Intellectual Property Commons April 2012 - Present
Aleron Partners December 2013 - April 2014
Starmind International AG December 2013 - March 2014
Change.org April 2012 - September 2013
J.P. Morgan October 2010 - April 2012
J.P. Morgan September 2008 - September 2010
Skills
Business Process..., Private Equity, Strategic Thinking, Financial Modeling, Start-ups, Payments, Intellectual Property, Securities, Valuation, Greater China, Project Management, Patents, Chinese, Management, Healthcare, Technology Product..., Global Business..., U.S. Healthcare..., Securities Custody, Structured Trade, Capital Raising, Analytics, Strategic Planning, Budgets, Restructuring, Social Enterprise, Online Lead Generation, Defense Procurement, Brain Technology, Knowledge Management, Planning Budgeting &..., SaaS
Education
Harvard University 2004 — 2008
AB, Economics Honors
Google June 2014 - Present
Intellectual Property Commons April 2012 - Present
Aleron Partners December 2013 - April 2014
Starmind International AG December 2013 - March 2014
Change.org April 2012 - September 2013
J.P. Morgan October 2010 - April 2012
J.P. Morgan September 2008 - September 2010
Skills
Business Process..., Private Equity, Strategic Thinking, Financial Modeling, Start-ups, Payments, Intellectual Property, Securities, Valuation, Greater China, Project Management, Patents, Chinese, Management, Healthcare, Technology Product..., Global Business..., U.S. Healthcare..., Securities Custody, Structured Trade, Capital Raising, Analytics, Strategic Planning, Budgets, Restructuring, Social Enterprise, Online Lead Generation, Defense Procurement, Brain Technology, Knowledge Management, Planning Budgeting &..., SaaS
Education
Harvard University 2004 — 2008
AB, Economics Honors
Josh Younger's J.P. Morgan Experience 2012 - Present
Job Executive Director at J.P. Morgan
Industry Research
Experience
J.P. Morgan 2012 - Present
Education
Harvard University 2006 — 2009
PhD, Astrophysics
Princeton University 2000 — 2004
AB, Astrophysics
J.P. Morgan 2012 - Present
Education
Harvard University 2006 — 2009
PhD, Astrophysics
Princeton University 2000 — 2004
AB, Astrophysics
Alison Ryu's J.P. Morgan Experience June 2011 - June 2013
Job Senior Associate at TSG Consumer Partners
Industry Financial Services
Experience
TSG Consumer Partners July 2015 - Present
TSG Consumer Partners August 2013 - June 2015
J.P. Morgan June 2011 - June 2013
The Walt Disney Company July 2010 - May 2011
J.P. Morgan June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Investments, Business Development, Financial Analysis, Data Analysis, Research, Strategy, Private Equity, Bloomberg, Economics, Business Strategy, Entrepreneurship
Education
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Cate School 2002 — 2006
TSG Consumer Partners July 2015 - Present
TSG Consumer Partners August 2013 - June 2015
J.P. Morgan June 2011 - June 2013
The Walt Disney Company July 2010 - May 2011
J.P. Morgan June 2009 - August 2009
Skills
Financial Modeling, Valuation, Investment Banking, Investments, Business Development, Financial Analysis, Data Analysis, Research, Strategy, Private Equity, Bloomberg, Economics, Business Strategy, Entrepreneurship
Education
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Cate School 2002 — 2006
May Sarita Bunsupha's J.P. Morgan Experience February 2014 - August 2014
Job Ph.D. Candidate, Department of Economics, Harvard University
Industry Research
Experience
J.P. Morgan February 2014 - August 2014
J.P. Morgan June 2011 - January 2014
JPMorgan Chase 2010 - 2010
Bank of Thailand June 2009 - August 2009
Skills
Financial Modeling, Financial Structuring, R, Bloomberg, Valuation, Equity Derivatives, Fixed Income, Options, Trading, Economics, Equities, Derivatives
Education
Harvard University 2014 — 2018
Doctor of Philosophy (Ph.D.), Economics
Stanford University 2008 — 2011
MS, Financial Mathematics
Stanford University 2007 — 2011
BS, Mathematics, Mathematical and Computational Sciences
J.P. Morgan February 2014 - August 2014
J.P. Morgan June 2011 - January 2014
JPMorgan Chase 2010 - 2010
Bank of Thailand June 2009 - August 2009
Skills
Financial Modeling, Financial Structuring, R, Bloomberg, Valuation, Equity Derivatives, Fixed Income, Options, Trading, Economics, Equities, Derivatives
Education
Harvard University 2014 — 2018
Doctor of Philosophy (Ph.D.), Economics
Stanford University 2008 — 2011
MS, Financial Mathematics
Stanford University 2007 — 2011
BS, Mathematics, Mathematical and Computational Sciences
Angela Chang's J.P. Morgan Experience June 2012 - August 2014
Job Private Equity Associate at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners September 2014 - Present
J.P. Morgan June 2012 - August 2014
J.P. Morgan June 2011 - August 2011
Federal Reserve Board of Governors May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Harvard University 2008 — 2012
Economics
Holton-Arms School 1998 — 2008
HarbourVest Partners September 2014 - Present
J.P. Morgan June 2012 - August 2014
J.P. Morgan June 2011 - August 2011
Federal Reserve Board of Governors May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Harvard University 2008 — 2012
Economics
Holton-Arms School 1998 — 2008
Kisun Yoon's J.P. Morgan Experience July 2015 - Present
Job Quantitative Research at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Wells Fargo Securities June 2012 - July 2015
Goldman Sachs June 2011 - September 2011
LG Chem October 2000 - July 2003
Skills
Matlab, Simulations, C++, Numerical Analysis, Data Analysis, Modeling, Quantitative Finance, Partial Differential..., Microscopy, Investment Banking, Financial Modeling, Financial Engineering, Risk Management, Credit Derivatives, Interest Rate..., Equity Derivatives, Finite Difference Method, Mathematics, C, Nanotechnology, Materials Science, Simulation, Option Pricing Models, Visual Basic, Numerical Linear Algebra, Python, Options, Stochastic Calculus, Derivatives
Education
Harvard University
Ph.D., Applied Physics
Nagoya University
Master, Chemical Engineering
Korea University
Bachelor, Chemical Engineering
J.P. Morgan July 2015 - Present
Wells Fargo Securities June 2012 - July 2015
Goldman Sachs June 2011 - September 2011
LG Chem October 2000 - July 2003
Skills
Matlab, Simulations, C++, Numerical Analysis, Data Analysis, Modeling, Quantitative Finance, Partial Differential..., Microscopy, Investment Banking, Financial Modeling, Financial Engineering, Risk Management, Credit Derivatives, Interest Rate..., Equity Derivatives, Finite Difference Method, Mathematics, C, Nanotechnology, Materials Science, Simulation, Option Pricing Models, Visual Basic, Numerical Linear Algebra, Python, Options, Stochastic Calculus, Derivatives
Education
Harvard University
Ph.D., Applied Physics
Nagoya University
Master, Chemical Engineering
Korea University
Bachelor, Chemical Engineering
Janet He's J.P. Morgan Experience July 2012 - Present
Job Associate at JPMorgan Investment Managment
Industry Investment Management
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan July 2010 - July 2012
J.P. Morgan May 2009 - August 2009
Education
Harvard University 2006 — 2010
A.B., Applied Mathematics
J.P. Morgan July 2012 - Present
J.P. Morgan July 2010 - July 2012
J.P. Morgan May 2009 - August 2009
Education
Harvard University 2006 — 2010
A.B., Applied Mathematics
Nico Theofanidis's J.P. Morgan Experience June 2010 - June 2012
Job Associate at Oak Hill Capital
Industry Financial Services
Experience
Oak Hill Capital September 2013 - Present
Arsenal Capital Partners August 2012 - September 2013
J.P. Morgan June 2010 - June 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting, Windows, Financial Modeling
Education
Harvard University 2006 — 2010
Bachelor's degree, Classics and Economics
Oak Hill Capital September 2013 - Present
Arsenal Capital Partners August 2012 - September 2013
J.P. Morgan June 2010 - June 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Research, Social Media, Public Speaking, English, Accounting, Windows, Financial Modeling
Education
Harvard University 2006 — 2010
Bachelor's degree, Classics and Economics
Douglas Edler's J.P. Morgan Experience 1985 - 1999
Job Application Specialist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP October 2010 - Present
Fox Asset Mgmt 1999 - October 2010
J.P. Morgan 1985 - 1999
Education
Harvard University
BA, Economics
Bloomberg LP October 2010 - Present
Fox Asset Mgmt 1999 - October 2010
J.P. Morgan 1985 - 1999
Education
Harvard University
BA, Economics
Cedrick Yancey's J.P. Morgan Experience August 2012 - March 2013
Job Network Operations Analyst at Videology, Inc.
Industry Marketing and Advertising
Experience
Videology, Inc. August 2014 - Present
Millennial Media (formerly Jumptap, Inc.) March 2013 - August 2014
J.P. Morgan August 2012 - March 2013
Bank of America Merrill Lynch May 2011 - August 2011
Harvard University Lamont Library February 2009 - May 2011
Google June 2010 - August 2010
Stand Up for What's Right and Just June 2009 - August 2009
Skills
Leadership, Analysis, Research, Data Analysis, Management, Finance, Stata, Business Strategy, Financial Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Nonprofits, Financial Modeling, Community Outreach, Editing, Analytics, Strategy
Education
Harvard University 2008 — 2012
AB, Government, African-American Studies
Videology, Inc. August 2014 - Present
Millennial Media (formerly Jumptap, Inc.) March 2013 - August 2014
J.P. Morgan August 2012 - March 2013
Bank of America Merrill Lynch May 2011 - August 2011
Harvard University Lamont Library February 2009 - May 2011
Google June 2010 - August 2010
Stand Up for What's Right and Just June 2009 - August 2009
Skills
Leadership, Analysis, Research, Data Analysis, Management, Finance, Stata, Business Strategy, Financial Analysis, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Nonprofits, Financial Modeling, Community Outreach, Editing, Analytics, Strategy
Education
Harvard University 2008 — 2012
AB, Government, African-American Studies
Cynthia Balloch's J.P. Morgan Experience 2005 - 2007
Job PhD candidate in Economics at Columbia University
Industry
Experience
Columbia University September 2012 - Present
IFC - International Finance Corporation 2008 - 2009
J.P. Morgan 2005 - 2007
Skills
Stata, Econometrics, Economics, Macroeconomics, Policy Analysis, Statistics, Development Economics, International..., Public Policy, Program Evaluation, Data Analysis, Economic Research, Matlab, Economic Development, Quantitative Analytics
Education
Harvard University, John F. Kennedy School of Government 2009 — 2011
Master in Public Administration in International Development
Harvard University 2001 — 2005
Bachelor of Science (B.S.), Engineering
Columbia University September 2012 - Present
IFC - International Finance Corporation 2008 - 2009
J.P. Morgan 2005 - 2007
Skills
Stata, Econometrics, Economics, Macroeconomics, Policy Analysis, Statistics, Development Economics, International..., Public Policy, Program Evaluation, Data Analysis, Economic Research, Matlab, Economic Development, Quantitative Analytics
Education
Harvard University, John F. Kennedy School of Government 2009 — 2011
Master in Public Administration in International Development
Harvard University 2001 — 2005
Bachelor of Science (B.S.), Engineering
Alice Bowie's J.P. Morgan Experience June 2015 - August 2015
Job Summer Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
Bessemer Trust October 2012 - July 2014
Height Analytics 2009 - July 2012
Legg Mason Capital Management June 2008 - September 2008
Skills
Series 7, Series 63, Series 66
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Bryn Mawr
High School
Harvard University
Bachelor's Degree, Psychology
J.P. Morgan June 2015 - August 2015
Bessemer Trust October 2012 - July 2014
Height Analytics 2009 - July 2012
Legg Mason Capital Management June 2008 - September 2008
Skills
Series 7, Series 63, Series 66
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Bryn Mawr
High School
Harvard University
Bachelor's Degree, Psychology
DeForrest Borders III's J.P. Morgan Experience 1989 - 2002
Job CEO of UniMedica Inc.
Industry Executive Office
Experience
Cayenne Consulting 2015 - Present
UniMedica Inc. 2011 - Present
UniMedica Inc. 2011 - Present
Redbird New York 2005 - 2011
CornerWorld Corporation 2002 - 2005
J.P. Morgan 1989 - 2002
LF Rothschild Unterberg Towbin 1986 - 1989
Skills
Entrepreneurship, Start-ups, Management, Business Strategy, Corporate Governance, Strategy, Leadership, Strategic Vision, Capital Raising, Social Enterprise, Marketing Strategy, Disruptive Technologies, Due Diligence, Strategic Partnerships, Constituent Relations, Marketing, Business Development, Change Management, Team Building
Education
Harvard University
A.B., Government
Cayenne Consulting 2015 - Present
UniMedica Inc. 2011 - Present
UniMedica Inc. 2011 - Present
Redbird New York 2005 - 2011
CornerWorld Corporation 2002 - 2005
J.P. Morgan 1989 - 2002
LF Rothschild Unterberg Towbin 1986 - 1989
Skills
Entrepreneurship, Start-ups, Management, Business Strategy, Corporate Governance, Strategy, Leadership, Strategic Vision, Capital Raising, Social Enterprise, Marketing Strategy, Disruptive Technologies, Due Diligence, Strategic Partnerships, Constituent Relations, Marketing, Business Development, Change Management, Team Building
Education
Harvard University
A.B., Government
NATASHA BALLOU's J.P. Morgan Experience March 2015 - Present
Job AVP, Alternative Investment Services
Industry Investment Management
Experience
J.P. Morgan March 2015 - Present
Bank of America June 2008 - March 2015
Education
Harvard University 2008 — 2010
MASTERS, MANAGEMENT/ FINANCE & CONTROL
University of Massachusetts, Amherst 2000 — 2004
BACHELORS, ECONOMICS-FINANCE-PHILOSOPHY
J.P. Morgan March 2015 - Present
Bank of America June 2008 - March 2015
Education
Harvard University 2008 — 2010
MASTERS, MANAGEMENT/ FINANCE & CONTROL
University of Massachusetts, Amherst 2000 — 2004
BACHELORS, ECONOMICS-FINANCE-PHILOSOPHY
Nicholas DuCille's J.P. Morgan Experience June 2011 - August 2011
Job Student at Harvard University
Industry
Experience
J.P. Morgan June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Education
Harvard University 2008 — 2012
A.B., Philosophy
J.P. Morgan June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Education
Harvard University 2008 — 2012
A.B., Philosophy
Jonathan Berman's J.P. Morgan Experience 1985 - 1997
Job President at Pan American Financial Resources
Industry Investment Banking
Experience
Pan American Financial Resources 2007 - Present
WestLB 1997 - 2006
J.P. Morgan 1985 - 1997
Skills
Investments, Mergers & Acquisitions, Strategy, Private Equity, Hedge Funds, Asset Management, Business Development, Corporate Finance, Mergers, Portfolio Management, Due Diligence, Investment Banking, Capital Markets, Equities
Education
Wharton School, University of Pennsylvania 1983 — 1985
Masters of Business Administration, Finance
Harvard College 1977 — 1981
AB, Economics
Liberty High School
Pan American Financial Resources 2007 - Present
WestLB 1997 - 2006
J.P. Morgan 1985 - 1997
Skills
Investments, Mergers & Acquisitions, Strategy, Private Equity, Hedge Funds, Asset Management, Business Development, Corporate Finance, Mergers, Portfolio Management, Due Diligence, Investment Banking, Capital Markets, Equities
Education
Wharton School, University of Pennsylvania 1983 — 1985
Masters of Business Administration, Finance
Harvard College 1977 — 1981
AB, Economics
Liberty High School
Connor Heard's J.P. Morgan Experience June 2011 - August 2011
Job Director, Strategy and Finance at Compass Professional Health Services
Industry Financial Services
Experience
Compass Professional Health Services February 2014 - Present
Mt. Vernon Investments July 2012 - January 2014
J.P. Morgan June 2011 - August 2011
PlumTree Partners May 2010 - August 2010
Mt. Vernon Investments June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office
Education
Harvard University 2008 — 2012
Bachelor of Arts (BA), Economics
Compass Professional Health Services February 2014 - Present
Mt. Vernon Investments July 2012 - January 2014
J.P. Morgan June 2011 - August 2011
PlumTree Partners May 2010 - August 2010
Mt. Vernon Investments June 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office
Education
Harvard University 2008 — 2012
Bachelor of Arts (BA), Economics
Frank Jiang's J.P. Morgan Experience June 2012 - September 2012
Job Sr Strategy Analyst at Accenture
Industry Management Consulting
Experience
Accenture March 2014 - Present
Consulting Incubation Network February 2013 - Present
China Central Television (CCTV) July 2013 - September 2013
J.P. Morgan June 2012 - September 2012
SeaBright Hedge Fund June 2011 - August 2011
Chicago Coatings Group, LLC January 2011 - June 2011
Kellogg School of Management September 2010 - April 2011
China Merchants Bank June 2009 - September 2009
Skills
Business Strategy, Competitive Analysis, Matlab, Data Analysis, Pricing Strategy, Statistics, PowerPoint, Stata, Quantitative Analytics, Financial Modeling, Access, Microsoft Excel, VBA, Visual C++, SQL, Strategy, Business Development, Market Research, Knowledge Transfer
Education
Northwestern University 2009 — 2013
Bachelor of Science (BS), Industrial Engineering
The King's Academy 2007 — 2009
Harvard University 2008 — 2008
Summer School, 3.85
Shenzhen Middle School
Accenture March 2014 - Present
Consulting Incubation Network February 2013 - Present
China Central Television (CCTV) July 2013 - September 2013
J.P. Morgan June 2012 - September 2012
SeaBright Hedge Fund June 2011 - August 2011
Chicago Coatings Group, LLC January 2011 - June 2011
Kellogg School of Management September 2010 - April 2011
China Merchants Bank June 2009 - September 2009
Skills
Business Strategy, Competitive Analysis, Matlab, Data Analysis, Pricing Strategy, Statistics, PowerPoint, Stata, Quantitative Analytics, Financial Modeling, Access, Microsoft Excel, VBA, Visual C++, SQL, Strategy, Business Development, Market Research, Knowledge Transfer
Education
Northwestern University 2009 — 2013
Bachelor of Science (BS), Industrial Engineering
The King's Academy 2007 — 2009
Harvard University 2008 — 2008
Summer School, 3.85
Shenzhen Middle School
Manuel Fernandez Galas's J.P. Morgan Experience June 2007 - December 2008
Job Human, Modern Day Quixote
Industry Venture Capital & Private Equity
Experience
CrediautoUSA Financial January 2015 - Present
CrediautoUSA Financial April 2014 - December 2014
SisterWorks May 2013 - March 2014
Acumen Fund October 2012 - March 2014
Merrill Lynch April 2009 - September 2012
J.P. Morgan June 2007 - December 2008
Skills
Corporate Finance, Investment Banking, Private Equity, Valuation, Financial Modeling, Business Development, LBO, International M&A, Cross-border M&A, M&A Modeling, Capital Markets Advisory, Due Diligence, Microsoft Excel, Bloomberg, Impact Investing, Social Enterprise, Social Entrepreneurship, Social Finance, Venture Philanthropy, Corporate Development
Education
ITESM 2003 — 2007
Bachelor of Science (B.S.), Industrial & Systems Engineering
Harvard University 2005 — 2005
Summer School
Corona del Mar High School 1999 — 2000
High School
Indian Mountain School 1996 — 1997
CrediautoUSA Financial January 2015 - Present
CrediautoUSA Financial April 2014 - December 2014
SisterWorks May 2013 - March 2014
Acumen Fund October 2012 - March 2014
Merrill Lynch April 2009 - September 2012
J.P. Morgan June 2007 - December 2008
Skills
Corporate Finance, Investment Banking, Private Equity, Valuation, Financial Modeling, Business Development, LBO, International M&A, Cross-border M&A, M&A Modeling, Capital Markets Advisory, Due Diligence, Microsoft Excel, Bloomberg, Impact Investing, Social Enterprise, Social Entrepreneurship, Social Finance, Venture Philanthropy, Corporate Development
Education
ITESM 2003 — 2007
Bachelor of Science (B.S.), Industrial & Systems Engineering
Harvard University 2005 — 2005
Summer School
Corona del Mar High School 1999 — 2000
High School
Indian Mountain School 1996 — 1997
Philip Prince's J.P. Morgan Experience September 2002 - Present
Job MD at J.P. Morgan
Industry Banking
Experience
J.P. Morgan September 2002 - Present
Chase Securties, Inc. September 1997 - September 2002
Chemical Secuties, Inc. September 1991 - September 1997
Manufacturers Hanover Trust September 1986 - September 1991
Skills
Securitization, Structured Finance, Capital Markets, Insurance, Investments, Equities, Corporate Finance, Financial Structuring, Private Equity, Fixed Income, Investment Banking, Risk Management, Finance, Credit, Reinsurance, Venture Capital
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
Harvard University 1982 — 1986
BA, Economics
White Plains High School 1978 — 1982
J.P. Morgan September 2002 - Present
Chase Securties, Inc. September 1997 - September 2002
Chemical Secuties, Inc. September 1991 - September 1997
Manufacturers Hanover Trust September 1986 - September 1991
Skills
Securitization, Structured Finance, Capital Markets, Insurance, Investments, Equities, Corporate Finance, Financial Structuring, Private Equity, Fixed Income, Investment Banking, Risk Management, Finance, Credit, Reinsurance, Venture Capital
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
Harvard University 1982 — 1986
BA, Economics
White Plains High School 1978 — 1982
Ray Becerra, CTFA's J.P. Morgan Experience February 2005 - December 2006
Job Trust Officer at The Northern Trust Company
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust Corporation January 2007 - July 2014
J.P. Morgan February 2005 - December 2006
Bank of America January 2002 - February 2005
Bank of America August 2000 - January 2002
NationsBank NA January 1998 - August 2000
Skills
CTFA, High Net Worth..., Trust Management, Trust Services, Trusts, Investment Management, Wealth Management..., Asset Allocation, Estate Planning, Financial Planning, Securities, Asset Management, Alternative Investments, Financial Services, Banking, Wealth Management, Portfolio Management, Investments, Mutual Funds, Retirement Planning, Financial Analysis, Fixed Income, Finance, Private Banking, Investment Advisory, Equities
Education
Harvard University
Economics
Northern Trust Corporation July 2014 - Present
Northern Trust Corporation January 2007 - July 2014
J.P. Morgan February 2005 - December 2006
Bank of America January 2002 - February 2005
Bank of America August 2000 - January 2002
NationsBank NA January 1998 - August 2000
Skills
CTFA, High Net Worth..., Trust Management, Trust Services, Trusts, Investment Management, Wealth Management..., Asset Allocation, Estate Planning, Financial Planning, Securities, Asset Management, Alternative Investments, Financial Services, Banking, Wealth Management, Portfolio Management, Investments, Mutual Funds, Retirement Planning, Financial Analysis, Fixed Income, Finance, Private Banking, Investment Advisory, Equities
Education
Harvard University
Economics
Kara Yokley's J.P. Morgan Experience August 2008 - February 2011
Job Director, Strategy and Analytics at Catalyst Group Global
Industry Banking
Experience
Catalyst Group Global June 2012 - Present
TnT Group February 2011 - June 2012
J.P. Morgan August 2008 - February 2011
Skills
Financial Modeling, Financial Analysis, Investments, Data Science, Statistical Data..., Strategic Data Analysis, Trading Systems, Futures Trading
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Harvard University 1994 — 1998
A.B., Applied Math
Catalyst Group Global June 2012 - Present
TnT Group February 2011 - June 2012
J.P. Morgan August 2008 - February 2011
Skills
Financial Modeling, Financial Analysis, Investments, Data Science, Statistical Data..., Strategic Data Analysis, Trading Systems, Futures Trading
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Harvard University 1994 — 1998
A.B., Applied Math
Adam Shaw's J.P. Morgan Experience 2001 - 2004
Job Executive Director at Morgan Stanley Capital Partners
Industry Venture Capital & Private Equity
Experience
Morgan Stanley Capital Partners August 2008 - Present
Thayer Capital Partners 2004 - 2007
J.P. Morgan 2001 - 2004
Skills
Private Equity, Investment Banking, Financial Modeling, Due Diligence, Valuation
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Harvard University 1997 — 2001
AB
Morgan Stanley Capital Partners August 2008 - Present
Thayer Capital Partners 2004 - 2007
J.P. Morgan 2001 - 2004
Skills
Private Equity, Investment Banking, Financial Modeling, Due Diligence, Valuation
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
Harvard University 1997 — 2001
AB
John R. Tyson's J.P. Morgan Experience June 2011 - December 2013
Job
Industry Venture Capital & Private Equity
Experience
Basin Holdings January 2014 - Present
J.P. Morgan June 2011 - December 2013
Education
Harvard University
Basin Holdings January 2014 - Present
J.P. Morgan June 2011 - December 2013
Education
Harvard University
Anna Lucia Lister's J.P. Morgan Experience June 2013 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Public Broadcasting Service June 2011 - August 2011
Berkshire Immigrant Center June 2010 - August 2010
Skills
Spanish, Bloomberg, PowerPoint, Financial Modeling, Microsoft Excel, Investment Banking, Data Analysis, Valuation, Stata, Microsoft Office, Research, Economics
Education
Harvard University 2009 — 2013
B.A., Government
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - August 2012
Public Broadcasting Service June 2011 - August 2011
Berkshire Immigrant Center June 2010 - August 2010
Skills
Spanish, Bloomberg, PowerPoint, Financial Modeling, Microsoft Excel, Investment Banking, Data Analysis, Valuation, Stata, Microsoft Office, Research, Economics
Education
Harvard University 2009 — 2013
B.A., Government
Adrian Budischak's J.P. Morgan Experience June 2012 - Present
Job Associate, Public Finance Debt Capital Markets at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan June 2012 - Present
Wells Fargo Bank June 2008 - June 2012
Skills
Financial Modeling, Series 7, Financial Analysis, Capital Markets, Valuation, Fixed Income, Bloomberg, Series 63
Education
Harvard College 2004 — 2008
AB, Economics
J.P. Morgan June 2012 - Present
Wells Fargo Bank June 2008 - June 2012
Skills
Financial Modeling, Series 7, Financial Analysis, Capital Markets, Valuation, Fixed Income, Bloomberg, Series 63
Education
Harvard College 2004 — 2008
AB, Economics
G. Alan Beard's J.P. Morgan Experience March 1991 - January 2005
Job Managing Director at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group December 2009 - Present
Goldman Sachs February 2005 - December 2009
J.P. Morgan March 1991 - January 2005
Lazard September 1985 - April 1988
Skills
Recapitalizations, Growth Capital, LBO, High Yield, Deal Execution, Venture Capital, Private Equity
Education
Wharton School, University of Pennsylvania 1989 — 1991
MBA, Finance
Yale Law School 1983 — 1986
J.D., Law
Harvard University 1980 — 1983
Business Administration, Finance, Accounting
The Carlyle Group December 2009 - Present
Goldman Sachs February 2005 - December 2009
J.P. Morgan March 1991 - January 2005
Lazard September 1985 - April 1988
Skills
Recapitalizations, Growth Capital, LBO, High Yield, Deal Execution, Venture Capital, Private Equity
Education
Wharton School, University of Pennsylvania 1989 — 1991
MBA, Finance
Yale Law School 1983 — 1986
J.D., Law
Harvard University 1980 — 1983
Business Administration, Finance, Accounting
Caroline Vernick's J.P. Morgan Experience July 2010 - August 2010
Job Associate Consultant at Bain & Company
Industry
Experience
Bain & Company October 2014 - Present
Bain & Company June 2013 - Present
Harvard University January 2013 - Present
The Harvard Quad Grille May 2012 - September 2013
Harvard Law School January 2012 - June 2012
food52.com January 2011 - January 2011
J.P. Morgan July 2010 - August 2010
Skills
WFR Certified, Cpr Certified, PowerPoint, Microsoft Word, Editing, Facebook, Research, Social Media, Fundraising
Education
Harvard University 2010 — 2014
A.B., History & Literature
The Chapin School 1996 — 2010
Diploma
Bain & Company October 2014 - Present
Bain & Company June 2013 - Present
Harvard University January 2013 - Present
The Harvard Quad Grille May 2012 - September 2013
Harvard Law School January 2012 - June 2012
food52.com January 2011 - January 2011
J.P. Morgan July 2010 - August 2010
Skills
WFR Certified, Cpr Certified, PowerPoint, Microsoft Word, Editing, Facebook, Research, Social Media, Fundraising
Education
Harvard University 2010 — 2014
A.B., History & Literature
The Chapin School 1996 — 2010
Diploma
Benjamin Markowitz's J.P. Morgan Experience June 2015 - Present
Job Student at Harvard University
Industry Commercial Real Estate
Experience
J.P. Morgan June 2015 - Present
Cantor Fitzgerald - Cantor Commercial Real Estate June 2014 - August 2014
OurCrowd June 2013 - August 2013
Office of U.S. Senator Charles E. Schumer July 2012 - August 2012
Josh Mandel for U.S. Senate May 2012 - July 2012
Office of U.S. Senator Charles E. Schumer July 2011 - August 2011
Office of Manhattan Borough President Scott M. Stringer July 2010 - August 2011
Skills
Politics, International Relations, Fundraising, Foreign Policy, Political Campaigns, Economics, Econometrics, Applied Mathematics, Microsoft Excel, Underwriting
Education
Harvard University 2012 — 2016
A.B., Applied Mathematics and Economics
North Shore Hebrew Academy High School 2008 — 2012
J.P. Morgan June 2015 - Present
Cantor Fitzgerald - Cantor Commercial Real Estate June 2014 - August 2014
OurCrowd June 2013 - August 2013
Office of U.S. Senator Charles E. Schumer July 2012 - August 2012
Josh Mandel for U.S. Senate May 2012 - July 2012
Office of U.S. Senator Charles E. Schumer July 2011 - August 2011
Office of Manhattan Borough President Scott M. Stringer July 2010 - August 2011
Skills
Politics, International Relations, Fundraising, Foreign Policy, Political Campaigns, Economics, Econometrics, Applied Mathematics, Microsoft Excel, Underwriting
Education
Harvard University 2012 — 2016
A.B., Applied Mathematics and Economics
North Shore Hebrew Academy High School 2008 — 2012
Rugare Zvoma's J.P. Morgan Experience June 2011 - April 2013
Job MBA Candidate at NYU Stern
Industry Financial Services
Experience
Man Group September 2013 - July 2015
Bridgewater Associates May 2013 - July 2013
J.P. Morgan June 2011 - April 2013
J.P. Morgan June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Skills
Hedge Funds, Fixed Income, Fixed Income Portfolio..., Fund Of Funds, Bloomberg Terminal, Financial Analysis, Corporate Bonds, Preferreds/Hybrid..., CDS, Sovereign Debt, CLOs, Asset-backed..., fixed income trading, Fixed Income Analysis, Microsoft Excel, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Harvard College 2007 — 2011
Bachelor's Degree, Economics, Cum Laude
Regis High School 2003 — 2007
Man Group September 2013 - July 2015
Bridgewater Associates May 2013 - July 2013
J.P. Morgan June 2011 - April 2013
J.P. Morgan June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Skills
Hedge Funds, Fixed Income, Fixed Income Portfolio..., Fund Of Funds, Bloomberg Terminal, Financial Analysis, Corporate Bonds, Preferreds/Hybrid..., CDS, Sovereign Debt, CLOs, Asset-backed..., fixed income trading, Fixed Income Analysis, Microsoft Excel, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance
Harvard College 2007 — 2011
Bachelor's Degree, Economics, Cum Laude
Regis High School 2003 — 2007
Elizabeth Propp's J.P. Morgan Experience 1998 - 2013
Job Real Estate Investor with Private, Nonprofit and Public Sector Experience
Industry Real Estate
Experience
The Community Preservation Corporation May 2015 - Present
NYU Furman Center February 2014 - May 2015
J.P. Morgan 1998 - 2013
NY Penn Station Redevelopment 1994 - 1997
Mass Government Land Bank 1992 - 1994
New York City Economic Development Corporation 1989 - 1990
Skills
Real Estate, Economic Development, Affordable Housing, Real Estate Transactions, Joint Ventures, Private Equity, Financial Analysis, Institutional..., Real Estate Development, Public-private..., Real Estate Financing, Public Sector Financial..., Local Government, Non-profit Leadership, People Management, People Development, Negotiation, Project Management, Cross-team Collaboration, Public Speaking, Presentations, Written Communication, Board Relations, Commercial Real Estate, Investments, Management, Finance, Investment Properties, Architecture, Nonprofits, Asset Management
Education
Harvard University
Bachelor's degree, History and Literature
Yale School of Management
Master's degree, Public and Private Management
The Community Preservation Corporation May 2015 - Present
NYU Furman Center February 2014 - May 2015
J.P. Morgan 1998 - 2013
NY Penn Station Redevelopment 1994 - 1997
Mass Government Land Bank 1992 - 1994
New York City Economic Development Corporation 1989 - 1990
Skills
Real Estate, Economic Development, Affordable Housing, Real Estate Transactions, Joint Ventures, Private Equity, Financial Analysis, Institutional..., Real Estate Development, Public-private..., Real Estate Financing, Public Sector Financial..., Local Government, Non-profit Leadership, People Management, People Development, Negotiation, Project Management, Cross-team Collaboration, Public Speaking, Presentations, Written Communication, Board Relations, Commercial Real Estate, Investments, Management, Finance, Investment Properties, Architecture, Nonprofits, Asset Management
Education
Harvard University
Bachelor's degree, History and Literature
Yale School of Management
Master's degree, Public and Private Management
Kevin Keenan's J.P. Morgan Experience February 1994 - April 2001
Job Managing Partner at LPK Investment Group
Industry Financial Services
Experience
LPK Investment Group, LLP January 2008 - Present
Goldman Sachs May 2001 - December 2008
J.P. Morgan February 1994 - April 2001
Skills
Hedge Funds, Investment Banking, Private Equity, Emerging Markets, Alternative Investments, Valuation, Equities, Investments, Investment Management
Education
Harvard University
Bachelor of Science (BS), Economics
Wharton School, University of Pennsylvania
Master of Business Administration (MBA)
LPK Investment Group, LLP January 2008 - Present
Goldman Sachs May 2001 - December 2008
J.P. Morgan February 1994 - April 2001
Skills
Hedge Funds, Investment Banking, Private Equity, Emerging Markets, Alternative Investments, Valuation, Equities, Investments, Investment Management
Education
Harvard University
Bachelor of Science (BS), Economics
Wharton School, University of Pennsylvania
Master of Business Administration (MBA)
James Millard's J.P. Morgan Experience December 2009 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan December 2009 - Present
J.P. Morgan October 2004 - December 2009
Goldman Sachs December 1997 - May 2004
Education
Harvard University 1990 — 1994
J.P. Morgan December 2009 - Present
J.P. Morgan October 2004 - December 2009
Goldman Sachs December 1997 - May 2004
Education
Harvard University 1990 — 1994
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.