J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
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J.P. Morgan Employees
UPD Consulting June 2015 - Present
Spelman College Office of Community Service August 2011 - May 2015
J.P. Morgan June 2014 - August 2014
City Year May 2013 - May 2014
Public Citizen for Children and Youth June 2013 - August 2013
M. Agnes Elementary School August 2012 - May 2013
Western New England University June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Research, Teaching, Public Speaking, Community Outreach, Nonprofits, Volunteer Management, Program Development, Recruiting, Event Planning, Higher Education, Fundraising, Teamwork, Leadership
Education
Harvard University Graduate School of Education 2015 — 2016
Master of Education (M.Ed.), Education Policy and Management
Spelman College 2011 — 2015
Bachelor of Arts (B.A.), History, Cum Laude
Harvard Business School 2014 — 2014
Summer Venture in Management Program
University of Malaga
Summer Study Abroad
J.P. Morgan July 2015 - Present
Skills
Statistics, Macroeconomics, Economics, Econometrics, Stata, Banking, Microeconomics, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Leadership, Research, Editing
Education
Haverford College 2011 — 2015
Bachelor of Arts (B.A.)
The London School of Economics and Political Science (LSE) 2013 — 2013
Pine Crest School 1997 — 2011
LinkedIn August 2012 - Present
AVG Technologies 2011 - 2012
Shutterfly 2008 - 2011
VMware 2006 - 2008
Knovi Networks 2005 - 2006
Siebel Systems 2000 - 2006
Monitor Group 1996 - 1998
J.P. Morgan 1995 - 1996
Education
Haverford College
B.A., Economics
Northwestern University
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance
Hobart and William Smith Colleges January 2015 - Present
J.P. Morgan April 2015 - Present
Hobart and William Smith Colleges August 2012 - Present
Quantitative Reasoning Fellow at Hobart and William Smith Colleges September 2013 - May 2014
Hobart and William Smith Colleges August 2013 - December 2013
Pie In the Sky Bakery June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Peer Tutoring, Writing, Leadership, Economics, Economic Development, Tutoring, Time Management, Higher Education, International Relations, Microsoft Word
Education
Hobart and William Smith Colleges 2012 — 2016
Bachelor of Arts (B.A.), Economics and International Relations, 3.92
The Bromfield School 2008 — 2012
HSBC Global Banking and Markets October 2014 - Present
J.P. Morgan March 2013 - September 2013
Bloomberg February 2012 - December 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Bloomberg Software, Bloomberg, Finance, Accounting, Financial Analysis, Financial Modeling, Fixed Income, Securities, Bonds, Corporate Actions, Bloomberg Terminal, Analysis, Equities, Data Analysis
Education
Hofstra University 2014 — 2016
Master of Science, Finance, General
Hofstra University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Morristown High School 2003 — 2007
J.P. Morgan June 2015 - August 2015
MIT Sloan School of Management May 2012 - June 2013
Broad Institute April 2012 - July 2012
Education
The University of Chicago 2013 — 2017
Doctor of Philosophy (PhD), Statistics
The University of Hong Kong 2010 — 2013
Bachelor of Science (B.Sc.), Statistics, First Honor
Harvard University 2012 — 2012
Visiting Undergraduate Student, Statistics/Mathematics
Tsinghua University 2009 — 2010
Economics and Finance
Credibility Capital Inc. March 2015 - Present
Green Bay Packers November 1997 - Present
Curaçao International Trust Company (CITCO Fund Services) March 2014 - March 2015
Fir Tree Partners January 2013 - July 2013
Apollo Global Management LLC April 2012 - January 2013
MIK Fund Services September 2011 - December 2011
Barclays Capital April 2011 - July 2011
Merrill Lynch July 2010 - March 2011
J.P. Morgan December 2009 - March 2010
Barclays Wealth 2009 - 2009
Skills
Hedge Accounting, Hedge Funds, SEC reporting, Priority Management, VPM, Business Intelligence, SSIS, Performance Management, Software Project..., Technical Leadership, Database Administration, Data Mining, Recombinant DNA..., Molecular Genetics, Business Process..., Management, SEC filings, Bloomberg, Analysis, CRM, Investment Banking, Financial Modeling, Business Analysis, Business Process, Risk Management, Security, Fixed Income, Market Data, Middle Office, Project Management, Equities, Form PF, OPERA reporting, Derivatives, Trading Systems, Finance, Requirements Gathering, Trading, Microsoft SQL Server, Analytics, Databases, Financial Services, Software Documentation, Capital Markets, SDLC, Leadership, Options, Vendor Management, Financial Risk, Alternative Investments
Education
Heriot-Watt University 2001 — 2004
M.B.A., Finance
Sackler Institute, New York University 1995 — 1999
MS, Developmental Genetics
New York University 1992 — 1995
M.S., Biology / Neuroscience
University of Wisconsin-Madison 1987 — 1990
B.S., Molecular Biology
Nicolet High School 1983 — 1987
University School Milwaukee
University School Milwaukee
University School Milwaukee
University School of Milwaukee
Hudson's Bay Company September 2013 - Present
Wells Fargo Securities August 2012 - September 2013
Wells Fargo Securities June 2011 - August 2011
GLOBE August 2010 - May 2011
J.P. Morgan May 2010 - August 2010
The Beach Shop & Grill May 2006 - August 2008
Latitude 34 Restaurant May 2004 - August 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, Economics, Bloomberg, Corporate Finance, Equities, Equity Research, Investments, Competitive Analysis, Mergers & Acquisitions, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Harvard University 2009 — 2009
Economics
J.P. Morgan June 2015 - Present
Bank of America Merrill Lynch January 2012 - June 2015
Bank of America Merrill Lynch August 2007 - December 2011
Ilios Partners August 2006 - August 2007
Ameriprise Financial Services, Inc. March 2005 - May 2006
Skills
Financial Institutions, Banking, Process Improvement, Project Management, Treasury Management, Global Cash Management, Cash-flow Management
Education
Hobart and William Smith Colleges 2000 — 2004
BA, Economics
Gilmour Academy 1998 — 2000
Lake Forest Academy 1996 — 1998
J.P. Morgan April 2015 - Present
J.P. Morgan January 2014 - March 2015
JP Morgan June 2011 - January 2014
JP Morgan August 2009 - July 2010
Corporate Performance Consulting July 2008 - August 2008
Skills
Analysis, Problem Solving, Microsoft Excel, PowerPoint, SQL, Access Database, Business Objects, Microsoft Word, Visual Basic, Data Analysis, Financial Analysis, Financial Reporting, Management Control, Proactive self-starter, Work Ethic, Fast Learner, Essbase, Lightroom, iMovie, Photoshop, Analyse financière
Education
LSI New York 2010 — 2010
Certificate of English, English Advanced level + TOEFL
HEC Lausanne - La Faculté des Hautes Etudes Commerciales de l'Université de Lausanne 2005 — 2009
Bachelor, Management
Gymnase de Beaulieu 2002 — 2005
Baccalauréat, Economics and Law
Inneractive July 2015 - Present
Glenn Media Group 2011 - Present
Google 2013 - 2013
Politiconomist.com & Capitolista.com 2009 - 2011
JPMorgan 2006 - 2009
J.P. Morgan 2005 - 2005
J.P. Morgan 2004 - 2004
Columbia Missourian 2003 - 2004
Skills
Digital Media, Blogging, Social Media, Politics, Entrepreneurship, Derivatives, Public Policy, Digital Strategy, Mergers & Acquisitions, Venture Capital, Twitter, Journalism, Web Design, Facebook, Social Entrepreneurship, Business Development, Graphic Design, Blogging Software, Fitness, Digital Journalism, HTML, SEO, CSS, Online Advertising, Mobile Advertising, Advertising, Partnerships, Strategy, Marketing, Management, Financial Modeling, Business Strategy, Content Strategy, Digital Marketing, Research
Education
Harvard University Kennedy School of Government 2012 — 2014
Master of Public Administration (MPA)
Stanford University Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
University of Missouri-Columbia, School of Journalism 2001 — 2005
Bachelor of Journalism, Magazine Journalism
University of Missouri-Columbia, College of Business 2001 — 2005
Bachelor of Science in Business Administration, Finance & Banking
Thomas Jefferson High School 1998 — 2001
J.P. Morgan May 2013 - Present
PA Consulting Group April 2001 - May 2013
PA Consulting Group Pension March 2007 - April 2010
IBM Consulting (formerly Mainspring) July 2000 - January 2001
Financial Institutions Consulting August 1999 - June 2000
Skills
Investments, Impact Investing, Social Finance, Nonprofits, Social Entrepreneurship, Strategic Planning, Portfolio Management, Financial Markets, Finance, Alternative Investments, Strategy, Influence Others, Public Speaking, Risk Management, Program Related..., Capital Markets, Corporate Finance, Financial Services, Equities, Fixed Income, Business Strategy, Competitive Analysis, Stakeholder Management, Governance, Program Management, Management, Business Transformation, Project Management, Business Analysis, Economics, Asset Management, Change Management, Business Process..., Process Improvement, Management Consulting, PMO
Education
Wharton School, University of Pennsylvania 2011 — 2013
Master of Business Administration (MBA), Finance, Director's List
Haverford College 1995 — 1999
Bachelor’s Degree, History, Honors
JSquare Conseil January 2014 - Present
Lafayette RE LLC May 2012 - Present
Mercury Capital Advisors June 2011 - May 2012
EDF Energies Nouvelles January 2010 - July 2010
Apax Partners MidMarket October 2006 - November 2008
J.P. Morgan July 2003 - September 2006
Skills
Private Equity, Corporate Finance, Mergers, LBO, Project Management, Photography, Financial Modeling, Mergers & Acquisitions, Marketing, Negotiation, Business Development, Portfolio Management, Investments, Finance, Due Diligence, Strategy, Valuation
Education
INSEAD (SG) 2009 — 2009
MBA
HEC Paris 1998 — 2002
MSc, Finance, Economy, Corporate/Business Strategy and Accounting
J.P. Morgan September 2012 - Present
Boston Asia Capital February 2010 - October 2012
MAS Boston Society, Inc August 2006 - February 2010
Oracle Corporation August 2003 - August 2006
Message Machines June 2000 - June 2001
Skills
Financial Analysis, Financial Modeling, Valuation, IRR, NPV, acquisition analysis, Due Diligence, Cash Flow Forecasting, Capital Projects, Capital Budgeting, Investments, Venture Capital, Private Equity, Investment Banking, Investment Management, Project Finance, Business Analysis, Business Strategy, Business Development, Entrepreneurship, Start-ups, Start-up Ventures, Social Entrepreneurship, Energy, Renewable Energy, Technology, Infrastructure, Economic Development, Economics, Macroeconomics, Macro Analysis, Capital Markets, International Economics, Microsoft Excel, PowerPoint, Databases, Java, Non-profit Leadership, Non-profit..., Fundraising, Management, Staff Management, Product Management, Product Development, Public Policy
Education
Harvard Kennedy School of Government 2010 — 2012
Master of Public Administration (MPA), Finance & International Trade, 3.8
MIT 2001 — 2003
Master of Engineering (M.Eng.), Electrical Engineering & Computer Science, 3.84
MIT 1998 — 2003
Bachelor of Science (B.S.), Elecrical Engineering & Computer Science, 3.76
Citizens Bank 2014 - Present
J.P. Morgan 2012 - 2014
Barclays Capital 2011 - 2012
United States Air Force 2006 - 2007
United States Air Force 2005 - 2006
Skills
Program Management, Security Clearance, Strategy, Financial Modeling, Military, Project Management, Cross-functional Team..., Process Improvement, Strategic Planning, Business Strategy, Team Leadership, Business Development, Financial Analysis, Relationship Management
Education
MIT Sloan School of Management 2008 — 2011
Master of Business Administration (MBA), Finance
Harvard Kennedy School of Government 2009 — 2011
Master of Public Administration (MPA)
US Air Force Academy 2000 — 2004
Bachelor of Science (BS)
Guggenheim Investments September 2013 - Present
Guggenheim Investments March 2012 - September 2013
Gelber Group LLC June 2010 - February 2012
Aon Hewitt January 2009 - January 2010
York Capital Management May 2007 - August 2007
J.P. Morgan May 2006 - August 2006
Skills
ETFs, Securities, Fixed Income, Mutual Funds, Bloomberg, Alternative Investments, Structured Products, Equities, Asset Management, Investments, Portfolio Management, Series 7, Series 63, Hedge Funds
Education
Hobart and William Smith Colleges 2004 — 2008
Bachelor of Arts, Economics and English
J.P. Morgan February 2012 - Present
Dubai Islamic Bank September 2006 - August 2009
Bank Alfalah Limited April 2004 - September 2006
Skills
Financial Modeling, Portfolio Management, Valuation, Corporate Finance, Fixed Income, Equities, Financial Analysis, Derivatives, Credit Risk, Credit Analysis, Banking, Investment Banking
Education
HEC School of Management 2009 — 2011
MBA, Finance
Lahore University of Management Sciences 1999 — 2003
B.Sc. (Hons), Computer Science, Mathematics
St. Patrick's High School 1997 — 1999
A-Levels, Mathematics, Physics, Further Mathematics, General Paper
St. Mary's High School
Bank of Tokyo-Mitsubishi UFJ December 2014 - Present
HSBC July 2013 - May 2014
JVB Financial Group, LLC January 2013 - May 2013
G.X. Clarke & CO June 2012 - December 2012
Interoute June 2011 - August 2011
Sterling Stamos August 2010 - September 2010
J.P. Morgan May 2010 - August 2010
Skills
Fixed Income, Capital Markets, Bloomberg Terminal, Financial Analysis, Microsoft Office, Asset Managment, Financial Markets, New Business Development, Securities, Alternative Investments, Trading, Asset Management, Structured Products, Bonds, Banking, Credit, Investment Banking
Education
Haverford College 2008 — 2012
B.A., Economics with Math Concentration
London School of Economics 2010 — 2011
Economics, Finance, Accounting
IES Study Abroad - Tokyo, Japan 2009 — 2009
Yonsei University 2008 — 2008
Lick-Wilmerding 2004 — 2008
San Francisco Conservatory of Music 2000 — 2008
Classical Piano
MatlinPatterson June 2014 - Present
Gravitas - Co-Sourcing at Apollo Global Management January 2013 - May 2014
Gravitas April 2011 - May 2014
J.P. Morgan September 2007 - April 2011
Sonnenschein Nath & Rosenthal LLP September 2006 - December 2006
Lazard Capital Markets June 2006 - August 2006
HSBC 2005 - 2005
Skills
Loans, Bloomberg, Valuation, Analysis, Fixed Income, Trading, Investment Banking, Equities, Derivatives, Wealth Management
Education
Dale Carnegie 2013 — 2013
Leadership Training for Managers
Hobart and William Smith Colleges 2003 — 2007
BA, Economics, Public Policy
Bain & Company June 2015 - August 2015
Eurazeo January 2015 - June 2015
J.P. Morgan August 2014 - December 2014
Duo Conseil X-HEC October 2012 - May 2014
HEC Paris January 2013 - January 2013
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
MSMS Candidate
HEC Paris 2012 — 2016
Management and Finance, Dean's List
Bocconi University 2013 — 2013
Exchange Student, Finance, Moyenne: 29/30
Collège Stanislas 2010 — 2012
Classes préparatoires
Lycee Saint-Louis de Gonzague
Baccalauréat, Filière S
Marnier Lapostolle Inc February 2015 - Present
J.P. Morgan January 2014 - February 2015
J.P. Morgan July 2011 - December 2013
JP Morgan June 2010 - August 2010
Samsonite May 2009 - August 2009
Brookstone March 2005 - October 2005
Skills
Investment Banking, Customer Service, Microsoft Excel, Hedge Funds, Credit Risk, Public Speaking, Banking, Financial Analysis, Loans, Sales, Risk Management, Investments, Risk Analytics, Time Management, Microsoft Word, Outlook
Education
High Point University 2007 — 2011
Bachelor of Science (BS), Political Science
Union Catholic Regional High School 2003 — 2007
The Hospital for Sick Children May 2014 - July 2014
BlackRock July 2012 - December 2012
J.P. Morgan June 2010 - June 2012
J.P. Morgan May 2009 - August 2009
Skills
Science, Research, Investment Banking, Valuation, Financial Modeling, Equities, Bloomberg, Financial Analysis, Corporate Finance, Corporate Development
Education
McMaster University 2014 — 2017
Doctor of Medicine (MD), Medicine
York University 2013 — 2014
Science
HEC School of Management 2010 — 2010
Academic Exchange
The University of Western Ontario - Richard Ivey School of Business 2008 — 2010
Honours in Business Administration
McGill University 2006 — 2008
Business/Commerce, General
The Bishop Strachan School 2004 — 2006
J.P. Morgan January 2010 - Present
iKindi Inc. August 2009 - December 2009
Deloitte & Touche LLP July 2006 - April 2009
Capco 2000 - 2006
Hofstra University January 1997 - May 2002
PricewaterhouseCoopers 1996 - 2000
Coopers & Lybrand 1996 - 1999
Wilkinson Associates Inc. November 1992 - December 1996
Saback Enterprises, Inc. June 1991 - November 1992
The New York State Society of CPAs December 1986 - June 1991
Skills
PMO, Financial Services, Management Consulting, Program Management, Project Management, PMP, Managerial Finance, Risk Management, Business Process..., Business Transformation, Business Analysis, Internal Audit, Leadership, CRM, Strategy, Banking, Governance, Management
Education
Hofstra University 1993 — 1996
MBA
Hofstra University 1993 — 1996
MBA
Marist College 1982 — 1986
BA
FPM
Viacom July 2015 - Present
HBO June 2014 - August 2014
Paramount Pictures June 2013 - August 2013
The Achievement Network August 2011 - July 2012
J.P. Morgan July 2009 - June 2011
J.P. Morgan June 2008 - August 2008
Skills
Financial Modeling, Data Analysis, Business Development, Strategy, Financial Analysis, Entrepreneurship, Business Strategy, Management Consulting, Project Management
Education
MIT Sloan School of Management 2012 — 2015
Master of Business Administration (M.B.A.)
Harvard University Kennedy School of Government
Master of Public Administration (MPA)
University of Pennsylvania 2005 — 2009
Bachelor’s Degree, Economics & Urban Studies
The Chapin School
High School
Pacific Crest Securities March 2014 - Present
NACHA - Electronic Payments Association November 2013 - March 2014
J.P. Morgan June 2013 - August 2013
Ernst & Young June 2012 - August 2012
BASIX Microfinance Group June 2010 - August 2010
Merrill Lynch February 2010 - May 2010
Skills
Finance, Financial Accounting, Non-profits, SPSS, Stata, Microsoft Excel, PowerPoint, Nonprofits, Analysis, Community Outreach, Corporate Finance, International..., Strategy, Banking, Investment Banking, Management
Education
The London School of Economics and Political Science (LSE) 2011 — 2013
Master of Science, Management, Merit (65+)
HEC Paris 2012 — 2012
MiM Exchange Program, Financial Economics
New York University 2007 — 2011
Bachelor of Arts, Political Science / Economics and Business Studies
J.P. Morgan September 2013 - Present
JP Morgan October 2007 - September 2013
Mizuho Financial Group 1994 - 2007
Mizuho Financial Group 1994 - 2007
Mizuho Capital Markets Corp. 1993 - 2007
Fuji Capital Markets Corp 1993 - 2007
Republic National Bank of NY 1986 - 1990
Republic National Bank of New York 1986 - 1990
Skills
Risk Management, Derivatives, Fixed Income, Market Risk, VAR, Financial Markets, Capital Markets, FX Options, Swaps, Hedge Funds, Bloomberg, Interest Rate..., Options, Securities, Structured Products, Collateral Management, Credit Derivatives, Middle Office, Equity Derivatives
Education
New York University - Leonard N. Stern School of Business 1991 — 1994
MBA, Finance
Harvard University 1981 — 1985
AB, Economics
J.P. Morgan January 2010 - July 2013
RJ Delta Fund Management - Raymond James Financial Group March 2008 - December 2009
RJ Delta Asset Management - Raymond James Financial Group June 2007 - March 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA Candidate
2009 — 2009
Exchange Program, Certificate in Energy in a Carbon Concerned Economy
Universidad Torcuato di Tella 2008 — 2009
MS, Finance
Universidad Torcuato di Tella 2003 — 2007
BS, Economics
J.P. Morgan February 2014 - Present
J.P. Morgan June 2012 - February 2014
J.P. Morgan April 2010 - June 2012
J.P. Morgan November 2009 - April 2010
MDO Services September 2008 - November 2009
Skills
Investment Banking, Business Strategy, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Financial Risk, Equities, Investments, Finance
Education
CFA institute 2009 — 2009
Level 1, Finance
Solvay Brussels School 2003 — 2008
Msc, Finance
HEC Montréal 2007 — 2007
Aon Hewitt November 2014 - Present
ADP December 2011 - August 2014
The Cluen Corporation May 2010 - October 2011
J.P. Morgan December 2009 - March 2010
The Higher Gear Group 2007 - 2008
Study Island December 2006 - May 2007
J.P. Morgan July 2001 - May 2003
Skills
Project Management, CRM, Visio, MS Project, PeopleSoft, Hands-on Training, Software Implementation, ADP Payroll, Bug Tracking, Microsoft Office, Microsoft Excel, Sales, SQL, Customer Service, Microsoft Word, Business Analysis, Process Improvement, PowerPoint, Leadership, Outlook, Software Documentation, Salesforce.com, Access, Training
Education
University of North Carolina at Greensboro 2004 — 2006
M.Ed, Curriculum and Instruction
High Point University 1996 — 2000
B.S., Finance
Brandywine High School 1992 — 1996
Citi August 2015 - Present
J.P. Morgan June 2014 - August 2014
Republican National Committee September 2012 - December 2012
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor of Arts (BA), Economics and Political Science
The Hotchkiss School 2008 — 2011
J.P. Morgan June 2015 - Present
Hobart and William Smith Colleges Admissions Office April 2013 - May 2015
J.P. Morgan June 2014 - August 2014
Torrington City Hall May 2013 - August 2013
Chris Donovan's Campaign for Congress May 2012 - August 2012
Dish Network May 2012 - August 2012
Skills
Leadership, Community Outreach, Critical Thinking, Public Speaking, Communication Skills, Economic Policy, Financial Modeling, Valuation, Economic Development, Time Management, Profit Maximization, Microsoft Excel, Investment Banking, Financial Policy, Leveraged Finance, Debt Restructuring, Capital Structure
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor of Arts (BA), Economics and English
Charles University 2013 — 2013
Transitional Economics and Central European Literature
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
The Brattle Group June 2008 - July 2012
WorldQuant LLC September 2007 - May 2008
Countrywide Capital Markets June 2007 - August 2007
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Harvey Mudd College 2004 — 2008
Bachelors of Science, Mathematics
Neuberger Berman September 2015 - Present
J.P. Morgan November 2011 - September 2015
J.P. Morgan November 2010 - November 2011
J.P. Morgan July 2009 - October 2010
J.P. Morgan July 2005 - July 2009
Skills
Series 63, Series 7, Investment Management, Hedge Funds, Portfolio Management, Alternative Investments, Asset Allocation, Hedge Fund of Funds, Financial Markets, Due Diligence
Education
Passed Level II of the CFA Program
New York University, Stern School of Business 2005 — 2009
B.S., Finance, Marketing, Minor in Psychology, Cum Laude
Hong Kong University of Science and Technology - School of Business and Management 2008 — 2008
International Business Exchange Program
J.P. Morgan March 2010 - Present
Citi March 1989 - February 2010
Kidder Peabody September 1983 - March 1989
Skills
Hedge Funds, Series 63, Alternative Investments, Wealth Management, Retirement, Credit Derivatives, Relationship Management, Structured Products, Financial Analysis, Uniform Combined State..., Corporate Finance, Banking, Equity Trading, Securities, Financial Advisory, Risk Management, Equities, Portfolio Management, Estate Planning, Finance, Institutional..., Trading, Financial Modeling, Equity Derivatives, ETFs, Mutual Funds, Investment Strategies, Valuation, Strategic Financial..., Swaps, FX Options, Mergers & Acquisitions, Financial Markets, Retirement Planning, Equity Research, Asset Allocation, Asset Management, Bloomberg, Investment Advisory, Investments, Trading Systems, Due Diligence, High Net Worth..., Options, Private Equity, Venture Capital, Capital Markets, Electronic Trading, FINRA, Emerging Markets
Education
Hobart and William Smith Colleges 1978 — 1982
BA, Political Science
MIT Sloan School of Management September 2015 - Present
Vodafone Australia January 2015 - June 2015
J.P. Morgan July 2014 - December 2014
White & Case July 2013 - July 2013
Skills
Financial Analysis, Marketing Strategy, Financial Accounting, Art History, Microsoft Office
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Candidate for Master of Science in Management Studies (MSMS Program), June 2016
HEC School of Management 2012 — 2016
Candidate for Master of Science in Management, June 2016
Université Paris Sorbonne (Paris IV) 2012 — 2013
Bachelor of Arts (BA), Art History
Sainte Geneviève 2010 — 2012
Preparation classes to Grande Ecole
Saint Louis de Gonzague 2010 — 2010
Baccalauréat, Highest Honors
J.P. Morgan March 2015 - Present
Goldman Sachs August 2014 - March 2015
Goldman Sachs July 2011 - July 2014
Goldman Sachs June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Skills
Bloomberg
Education
University of Pennsylvania 2007 — 2011
Bachelors of Science in Economics, Finance
HEC Paris 2009 — 2009
B2W Digital September 2014 - Present
J.P. Morgan June 2013 - August 2013
AXA January 2013 - June 2013
Accenture June 2012 - December 2012
Distinctive Solutions, Inc May 2011 - August 2011
Skills
Change Management, Management Consulting, Sales, Direct Marketing, Direct Sales, Team Leadership, Team Management, Product Marketing, International Project..., Negotiation, Leadership, Procurement, Project Management, Business Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2014
Master of Science in Management Studies (MSMS)
HEC School of Management / HEC Paris 2011 — 2014
MSc, Management
University of Pennsylvania 2007 — 2011
BSE, Mechanical Engineering
J.P. Morgan February 2015 - Present
J.P. Morgan July 2011 - February 2015
J.P. Morgan October 2010 - June 2011
J.P. Morgan August 2008 - September 2010
Societe Generale April 2008 - July 2008
J.P. Morgan March 2007 - September 2007
Deloitte September 2006 - March 2007
Euronetwork June 2004 - September 2004
Skills
Financial Modeling, Corporate Finance, Microsoft Office, Due Diligence, Business Strategy, Capital Markets, Market Analysis, Valuation, Investment Banking, Finance, Mergers, Equities, Financial Analysis, Strategy
Education
HEC School of Management 2004 — 2008
Grande Ecole (Master of Science in Management), Management, Finance, Economics
Lycée Saint Jean de Passy 2002 — 2004
Preparatory Class, French Business School (major in Mathematics)
Lycee Rabelais (Meudon, France) 1999 — 2002
French Baccalauréat, Science (major in Mathematics), Honors (mention Bien)
National Bureau of Economic Research September 2013 - May 2015
MIT Department of Economics September 2012 - May 2015
Edgeworth Economics, L.L.C. June 2014 - August 2014
J.P. Morgan January 2014 - January 2014
U.S. Government Accountability Office June 2013 - August 2013
MIT Industrial Performance Center September 2012 - May 2013
Edgeworth Economics, L.L.C. January 2013 - January 2013
Fermilab September 2010 - April 2011
Adler Planetarium September 2009 - April 2010
Education
Harvard University
Doctor of Philosophy (Ph.D.), Economics
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science (B.S.), Economics, 4.9/5.0
Illinois Mathematics and Science Academy 2008 — 2011
High School, 4.0/4.0
J.P. Morgan March 2015 - Present
American Express October 2013 - March 2015
American Express July 2013 - October 2013
American Express July 2012 - July 2013
The Harvard Crimson September 2008 - June 2012
Skills
Salesforce.com, Marketing Strategy, Business Strategy, Technology, Finance, Analytics, CRM, Segmentation, Strategy, Data Analysis, Strategic Partnerships, Marketing, Business Development, Competitive Analysis, Microsoft Excel, Entrepreneurship, Economics, Financial Modeling, Relationship Management, Market Research
Education
Harvard University 2008 — 2012
Bachelor's degree, Economics
The Bronx High School of Science 2004 — 2008
High School
Riverstone Holdings LLC July 2013 - June 2015
J.P. Morgan June 2010 - June 2013
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Corporate Finance, Private Equity, LBO, Capital Markets, Equities, Equity Research, Hedge Funds, Financial Analysis, Fixed Income, Due Diligence, Investments, Mergers, Alternative Investments, Venture Capital, Portfolio Management, Economics, DCF, Business Valuation, Mergers & Acquisitions
Education
Harvard University
Bachelor of Arts (B.A.)
J.P. Morgan August 2015 - Present
J.P. Morgan March 2014 - September 2014
Harvard University August 2012 - March 2014
BNP Paribas June 2013 - January 2014
Government of India January 2012 - January 2012
Skills
Financial Modeling, Securities, Quantitative, Numeracy, Strategic Planning, Cross-functional Team..., Business Strategy, Public Speaking, Entrepreneurship, Computer Science, Financial Analysis, Microsoft Excel, Mergers, Strategic Alliances, Multilingual, Mergers & Acquisitions, Business Analysis, Corporate Finance, PowerPoint, Strategy, Management, Economics, Valuation, Investment Banking
Education
The University of Tokyo 2014 — 2015
Master of Science (MSc), MEP, Economics, Engineering
HEC School of Management / HEC Paris 2012 — 2015
Grande Ecole Programme (MSc Management), International Business
K J Somaiya College of Engineering, University of Mumbai 2008 — 2012
Bachelor of Engineering (BEng), Computer Science, 4/4
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Life Sciences Foundation May 2011 - January 2013
Stanford University February 2008 - January 2011
Stanford University March 2002 - December 2005
Bulgarian Ministry of Finance 2000 - 2000
KPMG 1998 - 1999
United States Senate 1997 - 1998
U.S. Department of Education 1997 - 1997
Skills
Fundraising, Philanthropy, Non-profits, Research, Public Speaking, Strategic Planning, Data Analysis, Marketing, Analysis, Financial Analysis, Marketing Research, Quantitative Research, Client Development, Finance, Project Management, Client Prospecting, Strategy, Human Resource..., Nonprofits, Program Development, Mergers & Acquisitions, Program Management, Leadership
Education
Harvard University, John F. Kennedy School of Government
International Development
UCLA
BA, Business Economics
UCLA Anderson School of Management
Master of Business Administration (MBA)
J.P. Morgan February 2014 - Present
Opera Solutions July 2012 - January 2014
Harvard Business School February 2012 - May 2012
The Harvard Crimson February 2009 - May 2012
Polo Ralph Lauren June 2011 - August 2011
Social and Cognitive Affective Neuroscience Lab September 2010 - December 2010
New York Presbyterian Hospital June 2010 - July 2010
Skills
Stata, Data Analysis, SPSS, Process Improvement, Strategy, Microsoft Excel, Editing, Microsoft Office
Education
Harvard University 2008 — 2012
A.B., Psychology: Social and Cognitive Neuroscience Track, English Minor
Fox Lane High School 2004 — 2008
J.P. Morgan June 2015 - August 2015
Galiance March 2015 - June 2015
BNP Paribas September 2014 - March 2015
J.P. Morgan June 2014 - August 2014
Institut Supérieur d'Enseignement Privé Intégrale November 2012 - February 2014
Skills
Microsoft Excel, Analysis, Financial Analysis, Investment Valuation, Knowledge Sharing, Problem Solving, Financial Modeling, Microsoft PowerPoint, Data Analysis, Microsoft Word, Corporate Finance, Mergers & Acquisitions
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master of Science in Management Studies (MSMS)
HEC Paris 2012 — 2016
Master in Management, Cumulative Curved GPA : 3.61/4.00
Université Paris Sorbonne (Paris IV) 2012 — 2013
Bachelor of Arts, History, magna cum laude (15,06/20)
Institution Saint Jean 2010 — 2012
"Classes préparatoires" (preparatory class for French business schools)
Institut de Genech 2007 — 2010
French scientific Baccalauréat, Mathematics and European sections, summa cum laude (18.55/20.00)
J.P. Morgan July 2013 - Present
University of Chicago Alumni Club of New York Board of Directors May 2012 - July 2014
Barclays Wealth and Investment Management November 2012 - July 2013
Deutsche Bank PWM December 2009 - September 2012
Deutsche Bank PWM July 2009 - December 2009
Everett Studios March 2008 - July 2009
Chicago Tribune/Rob Elder September 2007 - January 2008
Streng Design March 2007 - June 2007
Skills
Microsoft Office, Microsoft Excel, MySQL, Oil Paint, Swimming, Philosophy, PHP, InDesign, Photoshop, Scuba Diving, Snowboarding, Series 7, Series 63, Series 65, Brazilian Portuguese, Public Lectures, Spinoza, Jean Luc Marion, Hannah Arendt, Ethics, Paradigm Shifts, Fixed Income, Hedge Funds, Investment Banking
Education
University of Chicago 2001 — 2008
MA, Humanities
Bryn Mawr College 2001 — 2005
BA, Philosophy
Haverford College 2001 — 2005
Bachelor of Arts (B.A.), Philosophy
Fox Lane High 1996 — 2001
High School Diploma, Bedford Central Public Schools
Latigo Partners, L.P. July 2014 - Present
J.P. Morgan March 2013 - Present
J.P. Morgan June 2010 - March 2013
Credit Suisse June 2008 - August 2008
Summit Partners March 2006 - May 2006
Education
Hobart and William Smith Colleges 2006 — 2010
Bachelor of Arts (B.A.), Economics
Buckingham Browne & Nichols
City National Rochdale July 2014 - Present
Advisors Asset Management, Inc. January 2012 - March 2014
J.P. Morgan September 2011 - January 2012
JPMorgan Chase October 2008 - May 2010
Education
Hofstra University 2007 — 2011
BBA, Finance
Argon Capital November 2014 - Present
Barclays Capital June 2007 - September 2013
Deutsche Bank 2004 - 2007
Deutsche Bank 2002 - 2004
J.P.Morgan 1998 - 2002
J.P. Morgan 1996 - 1997
Optimal Prepa 1994 - 1997
Education
HEC Paris 1994 — 1998
Masters Degree
Lycée Hoche 1992 — 1994
Classes Préparatoires aux Grandes Ecoles - Option Scientifique
Lincoln Center for the Performing Arts June 2014 - August 2014
Whitney Museum of American Art January 2013 - June 2013
The Museum of Modern Art September 2012 - December 2012
J.P. Morgan August 2011 - August 2012
Skills
Curating, Museum Planning, Museum Education, Art History, Museums
Education
University of Oxford 2010 — 2011
MA, History of Art
Harvard University 2006 — 2010
BA, History
J.P. Morgan September 2014 - Present
J.P. Morgan June 2013 - August 2013
KPMG Belgium September 2012 - December 2012
Oakum Bay Capital, LLC May 2012 - August 2012
Bank of China May 2011 - July 2011
Education
Hobart and William Smith Colleges 2010 — 2013
B.S., Mathematics; Economics
Vesalius College Brussels 2012 — 2012
Exchange Student
Bishop Fox March 2015 - Present
Product School August 2014 - January 2015
J.P. Morgan April 2013 - December 2014
Hofstra University October 2011 - May 2014
J.P. Morgan March 2012 - April 2013
UBS Investment Bank July 2010 - March 2012
NetDay New York September 2011 - December 2011
GEO CAPITAL HOLDINGS, LLC December 2008 - May 2010
GILAD BLOOM TENNIS ENTERPRISE December 2007 - December 2008
SPANO ABSTRACT SERVICE CORP December 2004 - August 2007
Skills
Organizational..., Risk Management, Financial Analysis, Management, Leadership, Program Management, Finance, Professional Mentoring, Training, Marketing, Mentoring, Recruiting, Project Management, Start-ups, Teamwork, Strategy
Education
NYU School of Professional Studies 2013 — 2014
Leadership and Human Capital Management
Hofstra University 2007 — 2009
Bachelor of Science, Mathematical Business Economics
University of Santo Tomas 2000 — 2002
Bachelor of Science, Architecture
PIMCO June 2015 - August 2015
Bloomberg TV Indonesia July 2014 - September 2014
Federal Reserve Bank of New York May 2014 - July 2014
Morgan Stanley June 2011 - June 2013
Carnegie Hall September 2011 - May 2013
J.P. Morgan June 2010 - August 2010
Harvard Law School May 2010 - July 2010
Warner Bros. Records June 2009 - August 2009
Stanford Graduate School of Business February 2009 - May 2009
Skills
Fixed Income, Bloomberg, Financial Modeling, Valuation, Stata, Option Valuation, Bonds, Portfolio Management, Financial Analysis, Business Strategy, Securities, Capital Markets, Trading, Corporate Finance, Microsoft Excel, Java, Stochastic Calculus, Hedge Funds, Equities, Investment Banking, News Anchoring, Television News, Journalism
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard University, John F. Kennedy School of Government 2013 — 2015
Master of Public Administration in International Development (MPA/ID)
Stanford University 2007 — 2011
B.A., Economics
University of Oxford 2009 — 2010
PPE, Music
Morgan Stanley March 2014 - Present
J.P. Morgan September 2013 - March 2014
J.P. Morgan September 2012 - September 2013
J.P. Morgan June 2011 - September 2012
Skills
Information Security, Malware Analysis, Intrusion Detection, Network Security, Incident Management, Information Security..., Security Operations, Risk Management, Foosball, Security
Education
Syracuse University 2011 — 2013
Certificate of Advanced Study, Information Security Management
Hilbert College 2007 — 2011
Bachelor of Science (BS), Computer Security and Information Assurance
CommissionTrac June 2015 - Present
Special Olympics Georgia January 2012 - Present
Rivalry January 2014 - June 2015
J.P. Morgan January 2013 - January 2014
Athena Real Estate Group Inc 2009 - 2011
Whitworth Land Corp. 2008 - 2011
Turner Levison 2009 - 2010
Skills
Sales, Business Development, Equities, Alternative Investments, Asset Management, Hedge Funds, Finance, Marketing, Due Diligence, Customer Service, Real Estate, Microsoft Excel, Mergers & Acquisitions, Market Research, Entrepreneurship, Financial Analysis, Leadership, Private Equity, Valuation, Financial Modeling, Time Management, Demand Generation, Venture Capital, Securities, Asset Allocation, Salesforce.com, Management, Social Media Marketing, Social Media, Account Management, Marketing Strategy, Analytics, Lead Generation, Social Networking, Water Management, Blankets, Organic Cotton
Education
The University of Georgia 2008 — 2014
B.B.A., Finance
Harvard University
CS50x
J.P. Morgan May 2015 - Present
JP Morgan June 2006 - May 2015
Skills
Bloomberg, Bonds, Derivatives, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Valuation, Series 7, Trading
Education
Harvard University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Lombard Odier October 2014 - Present
Lombard Odier May 2012 - Present
1798 Global Partners December 2007 - April 2012
Calibria Financial Services April 2003 - December 2007
J.P. Morgan July 1998 - March 2003
Procter & Gamble September 1997 - September 1998
Skills
Capital-investissement, Produits structurés, Trading, Évaluations, Marchés émergents, Distribution d'actifs, Private Equity, Gestion de portefeuilles, Stratégie..., Fonds d'investissement..., Finance, Banque d'investissement, Bloomberg
Education
HEC Paris 2006 — 2007
Executive in Residence
CFA Institute 1998 — 2001
CFA Charterholder
Universite de Geneve 1990 — 1995
MSc. and Bsc., Applied Maths, Econometrics
CDL 1982 — 1990
Baccalauréat Scientifique, Mention TB
Affordable Columbus Dental Care September 2015 - Present
J. Alexander Practice Consulting LLC July 2015 - Present
The Bachman Group P.C. & Bachman Family Dentistry October 2012 - Present
J.P. Morgan 2012 - 2014
Quicken Loans 2010 - 2012
Travel Management Company 2007 - 2010
Murray Air 2005 - 2007
Western Michigan University 2004 - 2005
Skills
Strategic Planning, Operations Management
Education
Hillsdale College
Marketing Management
Western Michigan University
Aviation Business Administration, General Business
Junius Real Estate Partners August 2015 - Present
J.P. Morgan July 2013 - August 2015
UBS June 2012 - August 2012
Skills
Microsoft Excel
Education
Haverford College 2009 — 2013
Bachelor of Arts (B.A.), Economics
La fondation du chainon 2014 - Present
Société Générale November 2014 - September 2015
Societe Generale July 2005 - November 2014
Societe Generale October 2002 - July 2005
SGCIB January 1999 - June 2002
Teleimage January 1997 - September 1998
RBA S.A. 1994 - 1997
J.P. Morgan 1989 - 1991
Education
HEC School of Management 1992 — 1994
MBA, Business Administration
Exeter University 1988 — 1989
1989 MASTER OF ART, FINANCE AND INVESTMENT
Universite Paris IX Dauphine 1983 — 1987
Bachelor, Finance
Merrill Lynch May 2005 - Present
Bank of America July 2001 - April 2005
Merrill Lynch July 2001 - April 2005
J.P. Morgan February 1997 - June 2000
Morgan Stanley July 1992 - January 1997
Skills
Investment Banking, Investments, Portfolio Management, Asset Management, Financial Management
Education
Northwestern University - Kellogg School of Management 1991 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Harvard University 1985 — 1989
Bachelor of Business Administration (BBA), International Finance
Pierpont Securities August 2009 - Present
Bank of America December 2004 - June 2007
J.P. Morgan September 1984 - November 2004
Education
Hobart College 1977 — 1981
Bachelor's degree, Economics
Security Benefit October 2013 - Present
Guggenheim Partners May 2008 - October 2013
J.P. Morgan July 2006 - May 2008
United States Air Force October 2001 - August 2007
Skills
Options, Index Options, Bloomberg, Securities, Interest Rate Swaps, Fixed Income, FX trading, Equities, Equity Research, Capital Markets, Series 7, Mutual Funds, Series 63, Bonds, Hedge Funds
Education
High Point University 1996 — 2000
Finance
Oliver Wyman 2013 - Present
J.P. Morgan June 2012 - August 2012
Microsoft May 2011 - August 2011
Arcot Systems May 2010 - August 2010
Office of Senator John Kerry February 2010 - May 2010
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
J.P. Morgan June 2014 - Present
Skills
Economics, Investment Banking, Leadership, Investments, Microsoft Excel, Portfolio Management, Equities, Stata, Valuation, Statistics, Research, Data Analysis, Management, Quantitative Analytics, Chinese, R, Editing, Finance, Spanish, Market Research, Bloomberg, PowerPoint, Presentations
Education
Harvard University 2010 — 2014
A.B.
Stanford University Education Program for Gifted Youth OHS 2008 — 2010
High School
The Pendleton School at IMG Academies 2007 — 2010
High School
Beverly Hills High School 2006 — 2007
High School
Harvard-Westlake School 2004 — 2006
High School
Arden Companies January 2015 - Present
JAS Forwarding Worldwide September 2013 - January 2015
Livingston International (formerly J.P. Morgan) 2012 - October 2013
J.P. Morgan April 2008 - April 2012
Hazen Transport Group, Inc February 2007 - April 2008
Evans Distribution Systems August 2005 - December 2006
Exel August 2002 - August 2005
Coughlin Logistics October 1998 - August 2002
Skills
Management, Classification, Customs Regulations, Customer Service, Supply Chain, Procurement, Transportation, Shipping, Export, Import, Software Documentation, Container, Ocean, International Logistics, Process Improvement, Trade Compliance, Customs Brokerage, Logistics, Supply Chain Management, Freight, Logistics Management, Freight Forwarding, Operations Management
Education
Wayne State University 1993 — 1998
Henry Ford Community College 1992 — 1993
Villanova University
Green Belt, Lean Six Sigma
Ernst & Young September 2012 - Present
Goldman Sachs June 2011 - August 2011
J.P. Morgan July 2008 - July 2010
UBS Investment Bank 2006 - 2008
Skills
Asset Managment, Capital Markets, Valuation, Bloomberg, Equities, Financial Analysis, Private Equity, Financial Modeling, Investment Banking, Investments
Education
UCLA Anderson School of Management 2010 — 2012
MBA
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Study Abroad
University of Cambridge 2006 — 2007
Certificate in International Business Practice
Northwestern University 2002 — 2006
BA, Economics, French
University of Paris IX Dauphine School of Economics 2004 — 2005
Study Abroad
J.P. Morgan May 2013 - August 2013
The White House September 2012 - December 2012
NBK Capital August 2012 - August 2012
Batterymarch Financial Management June 2012 - June 2012
Gilt Groupe/Harvard Business School October 2011 - December 2011
Skills
Research, Stata, Microsoft Excel, Social Media, PowerPoint, Microsoft Office, Public Speaking, Data Analysis, Economics
Education
Harvard University 2010 — 2014
A.B., Economics
Al Bayan Bilingual High School, Kuwait 2006 — 2010
High School Diploma - Valedictorian
Accenture October 2014 - Present
Libertas College Preparatory Charter School August 2014 - Present
University of Pennsylvania August 2013 - May 2014
Success Academy Charter Schools July 2009 - July 2012
J.P. Morgan June 2008 - July 2009
Barclays Capital June 2006 - August 2006
Skills
Data Analysis, Research, Public Policy, Quantitative Research, Qualitative Research, Statistics, SPSS, Politics, Analysis, Spanish, Quantitative Analytics, Microsoft Excel, Capital IQ, Charter Schools, Consultative Approach, Leadership, Economics, Due Diligence
Education
Wharton Business School 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2004 — 2008
BA, Government
Harbor Spring Capital, LLC February 2013 - Present
Asian Century Quest Capital LLC November 2004 - January 2013
Millgate Capital September 1999 - January 2004
HSBC February 1998 - September 1999
J.P. Morgan 1993 - 1996
PwC 1990 - 1993
Skills
Hedge Funds, Alternative Investments, Equities, Due Diligence, Fund Of Funds, Investor Relations, Valuation, Investments, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1997 — 1998
MBA, Finance and Accounting
Harvard University 1986 — 1990
BA, Government
J.P. Morgan August 2012 - Present
J.P. Morgan September 2002 - Present
JPMorgan & Co. 1984 - 2000
JPMorgan 1984 - 2000
JPMorgan Securities 1980 - 1984
Education
Haverford College 1980 — 1984
B.A., Political Science and Economics
J.P. Morgan November 2014 - Present
New York Life Insurance Company September 2012 - November 2014
New York Life MainStay Investments February 2009 - September 2012
Wells Fargo Advisors May 2008 - February 2009
MassMutual May 2007 - April 2008
Skills
Investments, Mutual Funds, Management, Finance, Business Strategy, Leadership, Data Analysis, Financial Services, Sales, Insurance, Microsoft Excel, Strategy, Variable Annuities, Fixed Annuities, PowerPoint, Competitive Analysis, Microsoft Office
Education
Hofstra University 2011 — 2013
MBA, Strategic Business Management
University of Hartford 2003 — 2007
BS Business Administation, Finance/Insurance
John F. Kennedy High School 1998 — 2003
Prager & Co., LLC October 2009 - Present
JP Morgan June 2007 - October 2009
J.P. Morgan August 2006 - June 2007
J.P. Morgan October 2004 - August 2006
State Street June 2000 - October 2003
Skills
Investment Banking, Fixed Income
Education
Harvard University 1997 — 2004
Economics
The Hill School 1992 — 1997
Gramercy Funds Management LLC ("Gramercy") June 2015 - Present
J.P. Morgan June 2010 - June 2015
J.P. Morgan June 2009 - August 2009
DFS June 2008 - August 2008
Education
Hobart and William Smith Colleges 2006 — 2010
Bachelor of Arts, Economics
Danish Institute for Study Abroad 2008 — 2009
International Business and Economics
Deloitte August 2015 - Present
Deloitte May 2014 - August 2014
Eduventures May 2013 - July 2013
J.P. Morgan September 2011 - May 2013
J.P. Morgan September 2009 - August 2011
J.P. Morgan June 2008 - August 2008
Fubon Bank July 2007 - August 2007
Skills
Product Management, Business Strategy, Product Development, New Business Development, Cross-functional Team..., Financial Modeling, Private Equity, Alternative Assets, Mandarin, Technical Demonstrations, Sales Presentations, Platform Development, Alternative Investments, Equities, Bloomberg, Fixed Income, Valuation, Data Analysis, Strategy
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management, Organizational Effectiveness
Harvard University 2005 — 2009
A.B., Biology
Liberum Advisor Solutions March 2011 - Present
Lindner Capital Advisors June 2006 - November 2012
Bank of America October 2003 - June 2006
J.P. Morgan June 2002 - February 2003
Neuberger Berman May 2000 - July 2002
CIBC World Markets May 1999 - May 2000
Skills
Infrastructure Planning, Strategic Consulting, Desktop Procedures, Process Improvement, Strategic Planning, Technology Analysis, New Business Development, Marketing Strategy, Project Management, Wealth Management, Infrastructure, Investment Advisory, Investments, Portfolio Management, Series 7, Business Development, Trading, Sales, Securities, Consulting, Risk Management, Strategic Financial..., Mergers & Acquisitions
Education
Hofstra University 1994 — 1998
Bachelor of Arts (BA), Industrial and Organizational Psychology
Avison Young September 2013 - Present
Cassidy Turley June 2012 - September 2013
Cushman & Wakefield November 2006 - June 2012
CoStar Group September 2005 - October 2006
T. Rowe Price August 2004 - September 2005
J.P. Morgan March 2001 - July 2004
Skills
Data Analysis, Market Analysis, Research, Microsoft Office, Capital Markets, Business Development, Commercial Real Estate, Economics, Leases, Statistics, Marketing, Strategy, CRM, Forecasting, Finance, Market Research, Analysis, Management, Real Estate, Real Estate Economics
Education
Hofstra University
Master of Business Administration (M.B.A.), Strategic Business Management
Hofstra University
BBA, Computer Information Systems
Nassau Community College
AS, Business Administration
J.P. Morgan 2009 - Present
J.P. Morgan 2006 - 2008
J.P. Morgan 2001 - 2003
Skills
Derivatives, Equities, Commodity
Education
Harvard University 1997 — 2001
AB, Physics
New York University 2004 — 2006
MS, Mathematics in Finance
Partners In Health January 2002 - January 2013
J.P. Morgan 1977 - 1995
Skills
Global Health
Education
Kennedy School of Government, Harvard University 1997 — 1998
Masters Public Administration
Harvard Divinity School 1972 — 1975
M. Div.
University of Virginia 1968 — 1972
B.A.
J.P. Morgan September 2007 - Present
J.P. Morgan September 2007 - June 2011
Inovis January 2003 - September 2007
NorthPoint Communications August 2000 - January 2001
Education
Heald College 1998 — 2002
Los Medanos College 1992 — 1994
U.S. Trust 2013 - Present
J.P. Morgan 2011 - August 2013
Wells Fargo - The Private Bank 2003 - 2011
Education
HEC School of Management / HEC Paris
MBA, Business- Management
ESIB- Ecole Superieure D'Ingenieurs de Beyrouth-USJ
Ingenieur Civil- Section Economie
J.P. Morgan February 2015 - Present
J.P. Morgan May 2013 - February 2015
J.P. Morgan 2011 - May 2013
J.P. Morgan 2009 - 2011
Bear Stearns 2007 - 2009
Skills
Structured Products, Equities, Alternative Investments, Intercultural..., Bloomberg, Financial Modeling
Education
Saint Louis University 2003 — 2007
BSBA, Finance & International Business
Ruprecht-Karls-Universität Heidelberg
Study Abroad, German Studies (February - August 2005)
Ciudad del Saber - Panama City, Panama
Study Abroad, International Business (January 2005)
City University of Hong Kong
Study Abroad, International Business (January 2007)
Capco June 2014 - Present
J.P. Morgan March 2013 - June 2014
J.P. Morgan May 2011 - March 2013
JP Morgan Chase August 2009 - May 2011
Ameriprise Financial Advisors June 2008 - June 2009
Ameriprise Financial Advisors June 2008 - June 2009
First Investors Corporation January 2008 - February 2008
Skills
Series 63
Education
Hobart and William Smith Colleges
BA, History
Cushman & Wakefield January 2015 - Present
Massey Knakal Realty Services January 2014 - December 2014
Massey Knakal Realty Services January 2013 - December 2013
Massey Knakal Realty Services January 2012 - December 2012
Massey Knakal Realty Services January 2010 - December 2011
Harbert Management Corporation September 2009 - December 2009
Clayton Bank and Trust January 2009 - May 2009
J.P. Morgan June 2008 - August 2008
TIS Insurance Services, Inc. August 2007 - May 2008
Education
Haslam College of Business at the University of Tennessee 2004 — 2009
BA, Finance
University of Tennessee-Knoxville 2004 — 2009
Memphis University School
University of Tennessee
Bachelor of Science and Business Administration, Finance
CareerCo January 2015 - Present
Wells Fargo Advisors, LLC September 2011 - June 2014
J.P. Morgan September 2008 - September 2011
Chase September 2006 - August 2008
MassMutual Financial Group July 2006 - October 2006
New York Life Insurance Company April 2004 - June 2006
MetLife August 2003 - March 2004
TIAA-CREF October 1997 - October 2002
Sands Brothers & Co January 1993 - September 1997
Skills
Stocks, Bonds, Investments, Cold Calling, Market Research, Leadership, Marketing, Sales, Mutual Funds, Analysis, Management, Wealth Management, Social Media, Social Media Marketing, CRM, Marketing Strategy, Financial Services, Training, Social Networking, Consulting, Online Advertising, Account Management
Education
Hofstra University 1988 — 1992
BA, Economics
J.P. Morgan Co-PresidentHarvard China ReviewJuly 2008 - June 2010
WorldTeach June 2007 - August 2007
Education
Harvard University 2006 — 2010
B.A., Economics
Beijing No.4 High School 2003 — 2006
Ryder Transportation January 2012 - November 2014
Ryder 2005 - 2009
J.P. Morgan 1998 - 2004
Reese Dodge April 1996 - November 1998
Super Millwork 1988 - 1993
Skills
Customer Service, Customer Relations, Sales Management, Problem Solving, Troubleshooting, Internal Communications, Customer Satisfaction, Sales, Purchasing, Public Speaking, Management, Operations Management, Leadership, Marketing, Sales Process
Education
Hofstra University 1985 — 1992
BBA
Nassau Community College 1983 — 1985
AA
J.P. Morgan June 1989 - Present
Education
New York University - Leonard N. Stern School of Business 1989 — 2001
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
Economics
Loblaw Companies Limited July 2015 - Present
Loblaw Companies Limited 2012 - Present
Loblaw Companies Limited 2010 - 2012
J.P. Morgan 2007 - 2009
Best Buy China May 2006 - August 2006
Skills
Financial Modeling, Strategy, Customer Insight, Forecasting, Analytics, Analysis, Marketing
Education
Queen's University 2003 — 2007
Bachelor of Commerce
Hong Kong University of Science and Technology - School of Business and Management 2006 — 2006
International Exchange, Business
Deloitte Consulting July 2011 - Present
J.P. Morgan June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Hong Kong Monetary Authority January 2009 - January 2009
Skills
Business Transformation, Economics, Financial Modeling, Market Analysis, Financial Analysis, Bloomberg, Mandarin, Portfolio Management, Consulting, Microsoft Excel, Microsoft Office
Education
Hong Kong University of Science and Technology - School of Business and Management 2008 — 2011
Bachelor of Business Administration (BBA), Global Business & Marketing
IÉSEG School of Management 2010 — 2010
Bachelor of Business Administration (B.B.A.), International Business
Chinese International School 2000 — 2007
International Baccalaureate Diploma
Koinonia Homes Inc. February 2014 - March 2014
Madison Country Club July 2013 - February 2014
J.P. Morgan August 2012 - June 2013
Horizon Personnel January 2012 - August 2012
Brothers Lounge May 2011 - January 2012
The Estate on Coffee Creek October 2010 - January 2012
Quicken Loans March 2008 - August 2009
KelMar Product Development September 2006 - February 2008
PJS Group June 2003 - February 2008
Skills
Direct Sales, Inside Sales, Community Relations, Online Marketing, Market Research, Product Development, New Business Development, Talent Acquisition, Account Management, Sales Management, Process Improvement, E-commerce, Marketing Strategy, Analysis, Recruiting, B2B, Team Building, Social Media, Customer Satisfaction, Sales, Management, Marketing, Sourcing, Advertising, Cold Calling, Event Planning, Project Management, Community Development, Program Management, Temporary Placement, Strategic Planning, Budgets, Leadership, Team Leadership, Microsoft Office, Customer Service, Pricing, Employee Relations, Interviews, Strategy, Coaching, Operations Management, Contract Negotiation, Social Networking, Negotiation, Business Planning, Training, Human Resources, Business Development, Salesforce.com
Education
Hiram College 2002 — 2004
BS, Business Management
Lakeland Community College 2000 — 2001
Mentor High School 1985 — 1988
Vector Capital January 2015 - Present
J.P. Morgan 2011 - December 2014
JPMorgan June 2010 - August 2010
JPMorgan January 2010 - February 2010
Accenture June 2009 - August 2009
A123 Systems September 2008 - December 2008
Skills
Financial Modeling, Investment Banking, Capital Markets, Equity Research, Management Consulting, Valuation, Bloomberg, Corporate Finance, Equities, Private Equity, Fixed Income, Financial Analysis, Hedge Funds, Due Diligence, Derivatives, Investments
Education
Massachusetts Institute of Technology 2007 — 2011
B.S. in Mathematics and B.S. in Economics, Minor in Management / Finance, GPA: 4.8 / 5.0
Harvard University
St. Joseph High School
Oliver Wyman 2012 - Present
J.P. Morgan 2011 - 2012
Morgan Stanley 2009 - 2011
Russell Investments June 2008 - September 2008
Skills
Investment Banking, Financial Modeling, Capital Markets, Private Equity, Valuation, Equities, Derivatives, Business Strategy, Emerging Markets, Investments, Management Consulting, Sales Force..., Pricing Strategy, Strategic Sourcing, Sales Strategy, Fixed Income, Corporate Finance, Equity Research, Financial Analysis, Economics, Hedge Funds, Asset Managment, Mergers, Quantitative Analytics, Growth Strategies
Education
Harvard University 2005 — 2009
A.B., Economics
Anglican Church Grammar School 2000 — 2004
J.P. Morgan 2012 - Present
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2008 - 2010
JPMorgan Chase 2008 - 2008
JPMorgan Chase 2006 - 2008
Huntington National Bank 2006 - 2006
American Family Insurance 2004 - 2006
JPMorgan Chase 2002 - 2004
JPMorgan Chase 2000 - 2002
JPMorgan Chase 1998 - 2000
Skills
Operations Management, Energetic Leader, Performance Improvement, Building Relationships, Influence At All Levels, Committed to Customer..., Employee Engagement, Leadership Development, Sales Management, Sales Process, Project Management, Business Coaching, Adaptable to Changes, Business Analysis
Education
Hondros College
Insurance & Securities
Hocking College
Business Administration and Management, General
Centerview Partners May 2010 - Present
J.P. Morgan July 2007 - May 2010
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Law and Business, Accounting
Haverford College 1999 — 2003
BA, Economics, Mathematics
Brouwer & Janachowski LLC July 2014 - Present
M.P. Associates January 2013 - June 2014
Wellington Management July 2006 - December 2012
Rampart Investment Management January 2003 - July 2006
J.P. Morgan January 1999 - March 2000
J.P. Morgan January 1997 - February 1999
Fidelity Investments January 1996 - February 1997
Andersen Consulting (now Accenture) August 1990 - December 1995
Skills
Risk Management, Capital Markets, Alternative Investments, Investments, Equity Derivatives, Hedge Funds, Asset Management, Investment Management, Asset Allocation, Equities, Securities, Mutual Funds, Derivatives, Bonds, Change Management, Valuation, Financial Modeling, Equity Research
Education
Harvard University Graduate School of Education 1989 — 1990
Master of Education (MEd), Math and Science
University of New Hampshire 1981 — 1984
Bachelor's degree, Biochemistry
J.P. Morgan June 2009 - Present
Education
University College Dublin 2007 — 2009
Masters Degree, International Business
Hiram College 2000 — 2004
Bachelors of Arts Political Science, International Relations
J.P. Morgan January 2014 - Present
JP Morgan September 2010 - Present
David Lerner October 2009 - October 2009
First National Bank December 2008 - June 2009
Skills
Analysis, Credit, Finance, Financial Analysis, Investments, Banking, Equities, Microsoft Excel, Portfolio Management, Financial Services
Education
Hastings College 2003 — 2007
BACHELOR OF ARTS, BUSINESS ADMINISTRATION
Daiwa Capital Markets December 2010 - Present
J.P. Morgan April 2001 - June 2009
Skills
Fixed Income, Bloomberg, Derivatives, Capital Markets, FX Options, Securities, Bonds, Series 7, Options, Series 63, Structured Products, Credit Analysis, Credit, Electronic Trading, Interest Rate..., Credit Derivatives, Structured Finance, Commodity, Economics
Education
Hitotsubashi University 1997 — 2001
Bachelor's degree, International Economics
J.P. Morgan August 2014 - Present
University of Michigan Ross School of Business March 2014 - May 2015
JPMorgan Chase June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
Merrill Lynch May 2012 - July 2012
Skills
Acrylic Painting, Mutual Funds, Securities, Multilingual, Data Analysis, Statistics, Entrepreneurship, Microsoft Office, Economics, Leadership, Financial Analysis, Financial Modeling, Business Strategy, Market Research, Finance, PowerPoint, Microsoft Excel, Research, Financial Markets, Analytics, Business Analysis, Spanish
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Management, and Strategy
London School of Economics and Political Science 2012 — 2012
Summer School Student, Management 205: Competitive Strategy and Game Theory
Marlboro High School 2007 — 2011
Magnet Business Learning Center Program
Wharton School of Business 2010 — 2010
Leadership of the Business World Summer Program, Summer Program
Harvard University 2009 — 2009
Summer School Student, Summer Program
J.P. Morgan May 2008 - Present
Citigroup November 1999 - May 2006
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA)
Harvard University 1995 — 1999
Bachelor's degree
J.P. Morgan August 2012 - Present
JPMorgan Chase 1988 - January 2013
Skills
Management, Investment Banking, Banking, Financial Analysis, Finance, Portfolio Management, Equity Research, Risk Management, Investments
Education
New York University, Stern School of Business 1988 — 1991
Master of Business Administration (MBA), Finance
Hobart and William Smith Colleges
Greffex Inc. June 2011 - Present
Greffex Inc. June 2011 - Present
Societe Generale 1998 - 2011
ABN AMRO Bank N.V. 1995 - 1998
J.P. Morgan 1976 - 1995
Skills
Investment Banking, Financial Markets, Fixed Income, Management, Commercial Banking, Portfolio Management, Derivatives, Private Equity, Commodity, Loans, Equity Derivatives, Capital Markets, Structured Finance, Structured Products, Financial Analysis, Credit Risk, Commercial Lending, Financial Risk, Alternative Investments, Financial Modeling, Hedge Funds, Equities, Credit Analysis, Financial Structuring, Banking, Investments, Risk Management, Corporate Finance
Education
Harvard College 1972 — 1976
B.A.
The Governor's Academy 1968 — 1972
Deloitte October 2015 - Present
Sol Systems LLC May 2014 - December 2014
Solar Electric Power Association February 2014 - May 2014
Ernst & Young August 2010 - July 2013
J.P. Morgan July 2009 - July 2010
Haverford College September 2007 - May 2009
Skills
Quantitative Analytics, Macroeconomics, Microsoft Excel, SAS, PowerPoint, SAS programming, Survey Research, Energy Policy, Excel, Econometrics, Statistics, Policy, Stata, Financial Modeling, Analysis, Policy Analysis, Data Analysis
Education
Johns Hopkins SAIS 2013 — 2015
Master of Arts (MA), International Economics & Energy, Resources, and Environment
Haverford College 2005 — 2009
Bachelor of Arts, Economics
J.P. Morgan June 2013 - August 2013
Dorado Energy Services July 2012 - September 2012
Haverford College February 2012 - July 2012
Education
Haverford College 2010 — 2014
Bachelor's degree (Expected 2014), Economics, 3.816
St. George's School 2007 — 2010
High School Diploma, 3.91
Goldman Sachs September 2000 - Present
J.P. Morgan September 1996 - August 2000
Education
Harvard University 1992 — 1996
Bachelor of Science (BS), Mathematics
Barclays Capital 2000 - 2001
Barclays Capital 1998 - 2000
J.P. Morgan 1993 - 1998
Education
Thunderbird School of Global Management 1991 — 1992
Master of International Management, International Finance
Hillsdale College 1986 — 1990
Bachelor of Arts (BA) Honors, History, International Business
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
United Shore September 2014 - Present
J.P. Morgan February 2012 - Present
Citi April 2001 - April 2011
Perfumania February 2001 - April 2001
Skills
Underwriting, FHA financing, FHA, Veterans Administration, Processing, VA loans, Construction Loans, Loan Modifications, Government Loans, Home Equity Loans, Home Equity Lines of..., Creative Writing, Microsoft Word, Customer Satisfaction, Customer Service
Education
Henry Ford Community College 1999 — 2001
Seeking Bachelor of Business Administration (BBA), Business Administration and Management, General
Renaissance High School 1994 — 1998
High School Diploma