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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J.P. Morgan Employees
J.P. Morgan April 2014 - October 2014
trg tech July 2013 - December 2013
Academic Writers August 2011 - July 2013
Institute of Business Administration, Karachi August 2011 - June 2013
United Youth of Pakistan July 2010 - January 2013
Engro Polymer & Chemicals Ltd June 2012 - September 2012
IBA Leadership Conference September 2011 - January 2012
Naya Jeevan August 2011 - September 2011
Precision Institute December 2009 - May 2011
Ismail Industries Limited September 2010 - September 2010
Skills
Time Management, Accounting, Social Media Marketing, Social Media, Corporate Finance, Event Management, Market Research, Financial Analysis, Research, Economics, Microsoft Office, Teamwork, Team Management, Microsoft Excel, Customer Service, Marketing, Valuation, Public Speaking, Financial Modeling, PowerPoint, Social Networking, Team Leadership, Strategic Planning, Financial Accounting, Competitive Analysis
Education
CFA 2012 — 2015
Finance
Institute of Business Administration 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, 3.67
The Lyceum School 2007 — 2009
A'levels, Pre-Engineering, 4 A's and 2 B's
J.P. Morgan January 2015 - Present
Northwestern Mutual December 2012 - January 2015
Sycamore Hills Golf Club August 2009 - December 2012
Skills
Customer Service, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Insurance, Microsoft Word, Financial Analysis, Access, Sales
Education
Indiana University-Purdue University at Fort Wayne 2008 — 2013
Bachelor of Applied Science (BASc), Finance, Economics
J.P. Morgan May 2014 - Present
J.P. Morgan July 2011 - May 2014
OppenheimerFunds, Inc. December 2007 - July 2011
The Krisam Group March 2005 - November 2007
IAC/InterActiveCorp September 2002 - March 2005
Skills
Series 63, Event Planning, Equities, Alternative Investments, Corporate Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 1998 — 2002
BBA, Business Management
University of Massachusetts, Amherst 1998 — 2002
BBA, Business Management
IRON Financial LLC June 2012 - Present
J.P. Morgan June 2011 - August 2011
Fingerlakes Wealth Management November 2010 - May 2011
Education
Ithaca College 2010 — 2012
Bachelor of Applied Science (BASc), Finance, Corporate Accounting, Economics
Tompkins Cortland Community College 2009 — 2010
Business Administration
McCann New York September 2013 - Present
Craft Worldwide February 2012 - September 2013
Beauty Village (McCann Worldgroup agency) April 2011 - February 2012
Mediabrands (Interpublic Group) April 2009 - December 2010
Interpublic Group March 2009 - April 2009
Interpublic December 2006 - March 2009
Homechoice/Videonetworks January 2005 - November 2006
J.P. Morgan May 2001 - July 2002
J.P. Morgan January 2000 - May 2001
Skills
Business Strategy, Strategy, Corporate Finance, Financial Modeling, Finance, Mergers, Venture Capital, Corporate Development, Online Advertising, Investment Banking, Start-ups, Emerging Markets, Digital Marketing, Mergers & Acquisitions, Digital Media, Digital Strategy, Global Contract..., Acquisitions, International Operations, Business Advisory, Executive Management, Valuation, Forecasting
Education
INSEAD 2002 — 2003
MBA
University of Pennsylvania - The Wharton School 1995 — 1999
BS, Finance, Management, Accounting
Great-West Financial September 2014 - Present
J.P. Morgan October 2013 - September 2014
OneAmerica March 2011 - August 2012
John Hancock Life Insurance Company (U.S.A.) August 2010 - February 2011
Great-West Retirement Services July 2009 - August 2010
Curian Capital 2008 - 2009
American Funds 2004 - 2007
Skills
Series 6, Series 63, 401k, Mutual Funds, Series 7, Retirement, Defined Contribution, Qualified Retirement..., Retirement Planning, Defined Benefit, Asset Allocation, Pensions
Education
Indiana University-Purdue University at Indianapolis 1999 — 2002
University of Michigan Center on Finance, Law & Policy July 2015 - Present
J.P. Morgan July 2015 - July 2015
Morgan, Lewis & Bockius LLP May 2015 - July 2015
The Huffington Post April 2011 - 2015
University of Michigan Law School May 2014 - December 2014
Michigan Supreme Court May 2014 - August 2014
Cravath, Swaine & Moore LLP June 2011 - July 2013
Hillary Clinton for President December 2007 - February 2008
Education
University of Michigan Law School 2013 — 2016
Doctor of Law (J.D.)
Wellesley College 2007 — 2011
B.A., Political Science, Economics
University College London, U. of London 2009 — 2010
Public Policy
International Baccalaureate 2003 — 2007
NV Energy February 2015 - Present
J.P. Morgan August 2009 - November 2014
Bear Stearns 2006 - March 2008
Sarcen Energy August 2005 - September 2006
Skills
Derivatives, Valuation, Capital Markets, Investment Banking, Fixed Income, Equities, Commodity Markets, Energy, Trading, Commodity, Financial Modeling, Risk Management, Analysis, Strategy, Hedging, Portfolio Management, Finance, Financial Risk
Education
Iowa State University 2003 — 2005
Master's degree, Economics
North Carolina State University 1998 — 2003
Bachelor of Science,, Economics
J.P. Morgan January 2015 - Present
IBM August 2014 - January 2015
IBM September 2011 - July 2014
IBM February 2009 - September 2011
IBM May 2005 - February 2009
Skills
Cognos, IBM Tivoli, SAP, MS Project, Essbase, Visio, Lotus Smartsuite, Lotus Connections, Microsoft Office, Business Case, Business Valuation, Due Diligence, Corporate Finance, Corporate Development, Mergers & Acquisitions, Virtualization, Business Transformation, Data Center, Management, Team Leadership, Service Delivery, IT Strategy, Leadership, Business Continuity
Education
Penn State University 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Information Technology
Iona College 2008 — 2010
Master of Business Administration (MBA), Finance, General, Information System
SPL
Argentière Capital August 2014 - Present
J.P. Morgan July 2011 - July 2014
JP Morgan July 2007 - June 2011
J.P. Morgan June 2006 - August 2006
AEGON August 2005 - January 2006
Education
Iowa State University 2002 — 2007
Bachelor of Science, Business; Finance, Accounting, Mathematics
University of Newcastle 2004 — 2004
Study Abroad - Australia, Finance
Infinity Mortgage Associates August 2014 - Present
Monarch Community Bancorp Inc. 2010 - July 2014
J.P. Morgan 2008 - 2010
Skills
USDA, FHA, Refinance, Loan Origination, Mortgage Lending, Loans, Credit, Banking, First Time Home Buyers, Cash Out, Calyx, Originating, NMLS, VA loans, USDA Rural Housing, Government Loans, FHA financing, Investment Properties, Consumer Lending, HomePath, Credit Analysis, Community Outreach, Residential Mortgages, VA Loans, Home Equity Loans, Mortgage Banking, Residential Homes, Customer Service, Home Equity Lines of...
Education
International Business College
Mohave Community College
Jordan Edmiston Group November 2014 - Present
J.P. Morgan July 2013 - November 2014
J.P. Morgan June 2012 - August 2012
Dow Jones June 2011 - August 2011
Skills
Time Management, Microsoft Excel, PowerPoint, Financial Analysis, Economics, Quantitative Analytics, Financial Modeling, Investment Banking, Corporate Finance, Budgets, Accounting
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance
John Cabot University- Rome, Italy 2012 — 2012
International Finance & Business, International Finance
Hunterdon Central Regional High School
Parkview Health October 2014 - Present
Stauffer & Sons Custom Chopper January 2013 - Present
Parkview Behavioral Health December 2013 - January 2015
Parkview Health July 2013 - October 2014
J.P. Morgan April 2010 - July 2013
Skills
Leadership, Team Management, Cpr Certified, First Aid, Critical Thinking, Customer Service, Healthcare, Patient Safety, Nursing, Time Management, Clinical Research, Public Speaking, Social Media, Microsoft Word, Inpatient, Microsoft Excel, Mental Health, ICU, Medical Terminology, ACLS, BLS, HIPAA, Patient Education, Epic Systems, EMR, Critical Care, Patient Advocacy, Sales, Medicine, Hospitals
Education
Indiana University-Purdue University Fort Wayne (IPFW) 2008 — 2014
Bachelor's degree with Honors, Registered Nursing/Registered Nurse
JPMorgan Chase & Co. June 2013 - Present
JPMorgan Chase January 2012 - June 2013
J.P. Morgan January 2010 - January 2011
Skills
Banking, Mortgage Banking, Bank Reconciliation, Management, Human Resources, Business
Education
Indiana University-Purdue University at Indianapolis 2002 — 2008
Bachelor of Science (B.S.), Organizational Leadership and Supervision
Warren Central High School 1998 — 2002
Academic Honors Diploma
Oliver Wyman November 2014 - Present
J.P. Morgan May 2013 - November 2014
J.P. Morgan July 2012 - May 2013
Northwestern Mutual Financial Network September 2010 - July 2012
Andrus Children's Center August 2009 - September 2010
Skills
Onboarding, College Recruiting, Recruiting, Applicant Tracking..., Talent Acquisition, Employee Relations, Human Resources, Resume Writing, Microsoft Excel, Taleo
Education
Iona College 2007 — 2009
MBA, Human Resource Management
Iona College 2003 — 2007
BBA, Marketing
J.P. Morgan July 2015 - Present
J.P. Morgan July 2013 - July 2015
Protect Our Breasts October 2011 - May 2013
UMASS Center for Student Business February 2011 - February 2013
Isenberg School of Management, UMass Amherst September 2012 - December 2012
J.P. Morgan June 2012 - August 2012
Isenberg School of Management, UMass Amherst 2012 - 2012
New England Wire Products May 2008 - August 2011
Marshside Restaurant May 2009 - August 2009
Wellesley Country Club May 2006 - August 2006
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration, Finance
Weston High School 2006 — 2009
J.P. Morgan June 2014 - Present
Minutemen Equity Fund January 2013 - May 2014
State Street September 2012 - May 2013
Auction.com May 2012 - August 2012
Skills
Project Management, Investments, Equities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Target October 2014 - Present
J.P. Morgan October 1986 - April 2014
Anthony Wayne Bank April 1986 - October 1986
Skills
Loans, Credit, Consumer Banking, Consumer Lending, Branch Operations, Branch Management, Operational Risk, Branch Banking, Management, Small Business Lending, Retail Banking, Cross Selling, Relationship Management, Loan Origination
Education
Indiana University—Purdue University Fort Wayne
Biology/Biological Sciences, General
Ipfw
Business
The Coaches Training Institute (CTI) November 2014 - Present
The Coaches Training Institute (CTI) August 2014 - November 2014
Wells Fargo April 2013 - April 2014
Eonsil Inc December 2010 - December 2011
BearingPoint September 2008 - May 2009
XO Communications June 2007 - December 2007
PSO September 2002 - August 2005
Pakistan State Oil Company (PSO) February 2002 - August 2002
BP May 2001 - July 2001
J.P. Morgan July 2000 - August 2000
Skills
Analysis, Oracle SQL, Oracle Financials, Board Presentations, Research, Business Modeling, Business Strategy, Relational Databases, enterprise resource..., Business Systems Design, Marketing Research, ERP, Oracle E-Business Suite, Integration, Financial Modeling, Risk Management, Accounting, Databases, Management, Strategic Planning, Project Management, Financial Analysis, Strategy, Management Consulting, System Design, Forecasting, Business Analysis, Competitive Analysis, Business Planning, Budgets, Leadership, Auditing, Data Analysis, Investments, Pricing, Variance Analysis, Analytics, Marketing, Business Process..., Finance, SaaS, Mergers & Acquisitions, Financial Services, Portfolio Management, Financial Statements, Financial Accounting, Financial Reporting, Financial Audits
Education
George Mason University - School of Management 2006 — 2008
MBA, Finance
Institute of Business Administration 1998 — 2001
MBA, Finance and Management Information Systems
St Michaels
J.P. Morgan September 2014 - Present
J.P. Morgan January 2013 - September 2014
Morgan Stanley June 2011 - January 2013
Portfolio Performance: A Scenario Analysis of Portfolio Optimization & Alpha Investigation January 2011 - December 2012
Ithaca College September 2010 - May 2011
Ithaca College Real Time Fund August 2010 - May 2011
Deans' Hosts Organization May 2009 - May 2011
Morgan Stanley May 2010 - August 2010
Merrill Lynch August 2009 - December 2009
Eastman Savings and Loan May 2009 - August 2009
Skills
Excel, Thomson One, Bloomberg Terminal, Photoshop, Adobe Creative Suite, Eviews, PowerPoint, Microsoft Excel, Thompson One, Financial Analysis, VBA, Bloomberg, Finance, Portfolio Management, Risk Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2013
Masters in Finance, Finance, General
Ithaca College 2007 — 2011
Bachelor of Science, Concentrations in Finance and Accounting
J.P. Morgan June 2013 - Present
Merrill Lynch/Bank of America October 2010 - June 2013
JP Morgan November 2004 - October 2010
Bear Stearns 2004 - 2008
Prudential Financial 2000 - 2004
Skills
Series 7, Securities, Asset Management, Portfolio Management, Asset Allocation, Investment Management, Valuation, Financial Services, Investment Strategies, Investment Advisory, FINRA, Equities, Fixed Income, Alternative Investments, Investments, Vendor Management, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 1995 — 1999
BBA, Finance
J.P. Morgan June 2015 - Present
State Street October 2013 - Present
Morgan Stanley June 2014 - August 2014
Cache May 2013 - January 2014
Guess? May 2013 - September 2013
The Paper Store October 2010 - December 2012
Skills
Visual Merchandising, Retail Sales, Retail, Merchandising, Cashiering, Time Management, PowerPoint, Customer Service, Microsoft Excel, Close Attention to..., Microsoft Word, Facebook, Teamwork, Inventory Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Medway High School 2008 — 2012
Brooklyn Winery June 2015 - Present
Sur La Table December 2014 - June 2015
annisa November 2014 - January 2015
J.P. Morgan June 2008 - May 2014
Skills
Risk Management, Financial Modeling, Capital Markets, Financial Analysis, Bloomberg, Equities
Education
Institute of Culinary Education 2014 — 2015
Wellesley College 2004 — 2008
Bachelor of Arts, Mathematics and Economics
Morgan Stanley September 2015 - Present
Mizuho Bank April 2014 - August 2015
J.P. Morgan May 2010 - March 2014
BNP Paribas January 2007 - March 2010
Marsh June 2006 - January 2007
Business Edge Solutions March 2006 - June 2006
UBS Investment Bank May 2005 - March 2006
Morgan Stanley May 2004 - May 2005
Spherion June 1999 - March 2003
Skills
Recruiting, Talent Management, Executive Search, Sourcing, Human Resources, Interviews, Vendor Management, Temporary Placement, Financial Services, Management Consulting, Hiring, Social Networking, Investment Banking, Outsourcing, Banking, Capital Markets, Finance, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Equities, Contract Recruitment
Education
Saint John's University 2010 — 2010
University of Phoenix 2006 — 2007
Masters HR Coursework
Iona College 1996 — 2000
BA
Lytx Inc. January 2015 - Present
Audatex April 2012 - November 2014
Audatex LTN a Solera Company October 2008 - November 2014
American Express March 2011 - March 2012
American Express 2011 - 2011
Audatex October 2008 - September 2010
Audatex LTN a Solera Company October 2008 - September 2010
JPMorgan Chase May 2007 - October 2008
JPMorgan Chase May 2007 - October 2008
J.P. Morgan May 2006 - October 2008
Skills
Scrum, Metodologías ágiles, HP Quality Center, Pruebas manuales, Casos de prueba
Education
Instituto Tecnológico Autónomo de México 2003 — 2007
Ingeniero en Telemática, Ingenieria de software
Mexico Autonomous Institute of Technology (ITAM).High school: Simon Bolivar School
B.S. degree, Telematics Engineering
Mexico Autonomous Institute of Technology (ITAM).High school: Simon Bolivar School
B.S. degree, Telematics Engineering
BNP Paribas August 2014 - Present
J.P. Morgan July 2013 - August 2014
Minutemen Equity Fund September 2011 - May 2013
Therapeutic Systems September 2012 - April 2013
J.P. Morgan June 2012 - August 2012
UMASS Center for Student Business January 2010 - May 2012
University of Massachusetts Amherst September 2011 - December 2011
Merrill Lynch Global Wealth Management May 2011 - August 2011
Suffolk Construction April 2009 - May 2009
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
BBA, Finance
NYU School of Professional Studies
Real Estate Investment Management
Thayer Academy, class of 2009
Deutsche Bank September 2014 - Present
J.P. Morgan January 2013 - August 2014
JPMorgan Chase July 2010 - August 2014
Deutsche Bank January 2009 - July 2010
Deutsche Bank November 2007 - January 2009
Deutsche Bank October 2005 - November 2007
Siemens August 1999 - January 2004
Skills
Investment Banking, Process Improvement, Banking, Business Analysis, Credit Analysis, Credit Risk, Capital Markets, Financial Analysis, Financial Modeling, Risk Management, Derivatives, FX Options, Finance, Cash Management, Treasury, Treasury Management, Mergers, Project Finance, Emerging Markets
Education
Instituto Tecnológico y de Estudios Superiores de Occidente, A.C.
US Navy Naval Special Warfare September 2014 - Present
US Navy March 2013 - Present
J.P. Morgan 2012 - March 2013
Morstan General Agency May 2010 - June 2011
Internal Medicine. Dr. Micheal Plokamakis March 2009 - June 2010
Kawasaki Disease Foundation February 2007 - March 2009
Town of North Hempstead June 2005 - September 2007
Skills
Software Implementation, Social Skills, Outlook, Profit, Government, SAS, Leadership Development, Business Development, Benchmarking, Data Entry, Networking, Benefits Administration, Microsoft Excel, Proposal Writing, Financial Statements, Statistics, Insurance, Analysis, Policy, Financial Analysis, Business Analysis
Education
Iona College 2010 — 2011
MBA, Finance, Healthcare Administration
Iona College 2007 — 2010
BBA, International Business, Economics
Stony Brook University Health Sciences Center School of Medicine
J.P. Morgan December 2012 - Present
ITBA March 2012 - December 2012
Deliveralo February 2012 - October 2012
Deutsche Bank August 2010 - January 2012
Skills
Elaboración de modelos..., Estrategia empresarial, Inglés, Rentas fijas, Banca de inversión, Microsoft Excel, Microsoft Office
Education
ITBA 2007 — 2012
Industrial Engineer, Average: 7,8/10 - Top 5 % of graduating class
Loop Commerce December 2014 - Present
Loop Commerce July 2013 - December 2014
URB-E January 2014 - March 2014
Acromobile Pte. Ltd. December 2011 - December 2012
Elite Model Look Singapore February 2011 - November 2012
J.P. Morgan July 2012 - July 2012
Touch Appétit June 2011 - January 2012
Sonic Vogue Records March 2011 - December 2011
SocialWave Pte Ltd 2011 - 2011
Urban Detour September 2010 - 2011
Skills
Strategy, Management, Team Leadership, Entrepreneurship, Start-ups, Financial Analysis, Data Analysis, Operational Support, User Experience
Education
Stanford University 2013 — 2014
Management Science & Engineering, Graduate courses in MS&E
National University of Singapore 2011 — 2015
Bachelor of Business Administration, Finance
Instituto Tecnológico Autónomo de México / ITAM 2013 — 2013
Licenciatura de Administración, Business & Culture in Mexico
St. Andrew's Junior College 2007 — 2008
Singapore-Cambridge GCE A'Levels, H2 Mathematics, H2 Physics, H2 Chemistry, H2 Economics
University of Cambridge 2007 — 2007
Summer Program, Macroeconomics
SchoolsFirst Federal Credit Union April 2015 - Present
SchoolsFirst Federal Credit Union April 2014 - April 2015
SchoolsFirst Federal Credit Union November 2012 - April 2014
Chase Investment Services Corp, J.P. Morgan Chase April 2011 - October 2012
J.P. Morgan May 2010 - April 2011
J.P. Morgan Chase/Washington Mutual June 2007 - May 2010
Skills
Licensed Life & Health..., Licensed: FINRA Series..., Notary Public, State of..., Banking, Licensing, Time Management, Customer Service, CRM, Cold Calling, Notary Public, Sales, Credit, Loans, Management, Public Speaking, Microsoft Office, Microsoft Excel, Finance, Cross Selling
Education
University of California, Irvine 2008 — 2010
Psychology and Social Behavior
Irvine Valley College 2005 — 2008
AA, Sociology
J.P. Morgan October 2014 - Present
Stifel Financial Corp. June 2013 - October 2014
J.P. Morgan 2011 - May 2013
KLA-Tencor Corporation February 2010 - June 2011
Self - Employed November 2008 - January 2010
JSR Micro July 1997 - November 2008
Motorola January 1995 - June 1997
NEC Electronics July 1993 - December 1994
Skills
Semiconductors, Product Marketing, Strategic Planning, Financial Analysis, Product Management, Process Engineering, Business Planning, Team Leadership, Marketing Strategy, New Business Development, Solar PV, Solar Industry, LED lighting systems, Solid State Lighting, Equity Research, Sell Side, Bloomberg, Bloomberg Terminal, Financial Modeling, Valuation, Competitive Analysis, Competitive Intelligence, Semiconductor Industry, Sales, Cross-functional Team..., Strategy, Mergers & Acquisitions, Start-ups, Management, Program Management, Product Development, Project Management, Strategic Partnerships, Team Management, Leadership, Finance, Venture Capital, Marketing
Education
INSEAD 2004 — 2004
IEP, International Executive Program
University of Illinois at Urbana-Champaign 1989 — 1993
BS, Electrical Engineering
Highbridge Capital Management March 2015 - Present
The Blackstone Group / GSO Capital Partners July 2013 - March 2015
J.P. Morgan January 2012 - July 2013
Skills
Asset Management, Alternative Investments, Hedge Funds, Microsoft Excel, Equities, Loans, Fixed Income, Bank Debt, ClearPar, Wall Street Office
Education
Iona College 2010 — 2011
Master of Business Administration (M.B.A.)
Iona College
Bachelor of Business Administration (B.B.A.), Marketing
J.P. Morgan August 2014 - Present
State Street January 2012 - August 2014
New York Presbyterian Hospital May 2008 - December 2011
Merrill Lynch August 2010 - December 2010
Skills
Healthcare, Microsoft Excel, PowerPoint, Data Analysis, SPSS, Microsoft Word, Finance, Microsoft Office, Research, Access, Outlook, Customer Service, Hospitals, Critical Thinking, Financial Analysis, Teamwork, Fixed Income, Bloomberg, Analysis, Time Management, Financial Modeling, Financial Services, Leadership
Education
Iona College 2009 — 2011
BBA, Finance
J.P. Morgan September 2014 - Present
State Street January 2013 - May 2014
Osram Sylvania May 2011 - January 2013
Peabody Municipal Light Plant June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Customer Service, Financial Modeling, Accounting, Research, Corporate Finance, Public Speaking, English, Finance, Data Analysis, Leadership, Valuation, Economics, Time Management, Social Media
Education
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Bachelor's Degree, Bachelor of Business Administration, Finance
Peabody Veterans Memorial High School 2006 — 2010
J.P. Morgan February 2015 - Present
JPMorgan Chase June 2013 - February 2015
JPMorgan Chase November 2011 - June 2013
Worden Capital Management June 2011 - October 2011
Capital One May 2010 - September 2010
Skills
FINRA, Portfolio Management, Mergers & Acquisitions, Bloomberg, Cash Management, Financial Analysis, Banking, Microsoft Office, Risk Management, Sales, Customer Service, Equities
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelor of Business Administration, Finance, Communications
J.P. Morgan February 2014 - Present
J.P. Morgan January 2010 - Present
J.P. Morgan November 2005 - September 2009
PwC January 2001 - November 2005
Skills
Microsoft Suites, Account Reconciliation, Auditing, Accounting, Internal Controls, Hedge Funds, Financial Statements, Financial Services, IFRS, Budgets, GAAP, Cash Management, Allocations, Investor Reporting, Expense Processing, Risk Management, Employee Training, Fund Accounting, Fund Onboarding, Manage Client..., Financial Accounting, Financial Reporting
Education
Institute of Chartered Accountants in England and Wales 2001 — 2003
ACCA, Accounting
University of The West Indies Mona 1998 — 2001
Bachelor of Science (B.Sc.), Accounting and Statistics
MetLife Investments June 2015 - Present
J.P. Morgan October 2014 - June 2015
Standard & Poor's August 2009 - October 2014
Barclays Capital July 2008 - June 2009
Barclays Capital June 2007 - August 2007
IAC/InterActiveCorp August 2005 - August 2006
Alloy Media + Marketing March 2004 - August 2005
The Wall Street Journal October 2000 - March 2004
Bozell Group June 1999 - October 2000
Skills
Financial Modeling, Valuation, Investment Banking, Portfolio Management, Accounting, Credit Analysis, Leveraged Finance, Financial Analysis, Investments, Competitive Analysis, Corporate Finance, Oil & Gas Industry, E&P, Oil & Gas Services, Loans, Bond Markets, Distressed Debt, Fixed Income Analysis, Credit Rating
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA
Ithaca College 1995 — 1999
B.S.
J.P. Morgan March 2015 - Present
Citi September 2011 - March 2015
JP Morgan Chase March 2010 - September 2011
McGraw-Hill March 2009 - November 2009
Skills
Business Analysis, Requirements Gathering, SDLC, Leadership, Fixed Income, Equities, Investment Banking, Risk Management, User Acceptance Testing, Business Requirements, Banking, Derivatives, Requirements Analysis, Vendor Management, Financial Services, Software Project...
Education
Indiana University of Pennsylvania 2005 — 2006
MBA, Business, Finance
Nagpur University 1994 — 1998
Bachelor of Engineering (B.E.)
Nueterra March 2015 - August 2015
State Street June 2014 - July 2014
State Street January 2014 - May 2014
Mersoft Corporation March 2008 - September 2011
Sprint Nextel August 2007 - January 2008
J.P. Morgan May 2005 - June 2007
Sprint Nextel June 1987 - October 2004
Skills
SQL, Eclipse, Java, Software Development, XML, Spring, REST, JSP
Education
Johnson County Community College 2012 — 2014
Associate of Applied Science, Accounting
Iowa State University 1981 — 1987
Bachelor, Computer Science
Fayer Events March 2015 - Present
J.P. Morgan July 2011 - April 2013
JPMorgan Chase July 2007 - July 2011
The Wakeman Agency November 2006 - June 2007
JSL Publicity & Marketing September 2004 - September 2006
Skills
Event Management, Marketing, Event Planning, Social Media, Social Media Marketing, Microsoft Excel, Blogging, Press Releases, Microsoft Office, Public Relations, Management, Fundraising, Social Networking, Marketing Communications
Education
Iona College 2001 — 2003
BBA, Marketing
University of Miami 1999 — 2001
Business, Graphic Design
NRHS
J.P. Morgan July 2008 - Present
Acorn International (NYSE: ATV) October 2010 - Present
Developing a 2-tier market-making venue and growing it to be China's #5 by trading volume 2011 - 2012
Thomson Reuters January 2007 - December 2010
Thomson Reuters March 2000 - December 2010
Thomson Reuters January 2006 - June 2008
Skills
Governance, OTC, Mergers, Business Development, Start-ups, Derivatives, Financial Markets, Portfolio Management, Strategy, Trading, Regulatory Affairs, Real estate investments, Mergers & Acquisitions, Market Data, Investments, Emerging Markets, Private Equity, Fixed Income, Securities, Capital Markets, Hedge Funds, Trading Systems, Equities, Banking, Investment Banking, Financial Services, FX Options, Options, Valuation, Corporate Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management
MBA, Finance & Marketing
University of International Business and Economics
BA, Economics
Converse February 2015 - Present
John Hancock Financial Services July 2014 - October 2014
University of Massachusetts Amherst September 2013 - May 2014
University of Massachusetts Amherst September 2013 - May 2014
Minutemen Equity Fund September 2012 - December 2013
J.P. Morgan June 2013 - August 2013
State Street January 2013 - May 2013
University of Massachusetts Amherst September 2010 - December 2012
Stelios Pizza May 2008 - September 2012
Persy’s Place, Breakfast and Lunch Restaurant March 2008 - September 2012
Skills
PowerPoint, Microsoft Office, Photoshop, Microsoft Excel, Research, Social Media, Public Speaking, Teamwork, Customer Service, Social Networking, Microsoft Word, Leadership, Analysis, Time Management, Management
Education
Commonwealth Honors College, Isenberg School of Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
University of Massachusetts 2010 — 2014
Bachelor of Business Administration (BBA)
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2014
Finance, 3.87, Magna Cum Laude
Mashpee High School 2006 — 2010
Graduated 4th in the Class
J.P. Morgan August 2015 - Present
Minutemen Equity Fund January 2012 - May 2015
UMass Finance Society November 2013 - December 2014
UMass Investment Club January 2014 - September 2014
J.P. Morgan May 2014 - August 2014
Pratt & Whitney May 2013 - August 2013
State Street September 2012 - August 2013
Ellen's Heart and Soul, Inc May 2011 - May 2013
Savage Lacrosse May 2010 - May 2013
Duxbury Bay Maritime School April 2010 - May 2012
Skills
Microsoft Office, Equity Research, Databases, Data Analysis, Boating, Analysis, Microsoft Excel, Financial Analysis, Finance, Time Management, Project Planning, Economics, Excel, Bloomberg, Non-profits, Budgeting, Planning, CPR/AED/First Aid..., USCG Certified Captain, Access
Education
Isenberg School of Management, UMass Amherst 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Duxbury High School 2008 — 2011
J.P. Morgan August 2012 - July 2014
Sagent Advisors August 2010 - July 2012
Sagent Advisors March 2009 - July 2010
Wachovia Securities, LLC June 2007 - January 2009
Merck Sharp and Dohme June 2006 - August 2006
Skills
Investment Banking, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, LBO, Private Equity, Due Diligence, Capital Markets, Hedge Funds, Venture Capital, Venture Financing, New Venture Formation, Debt & Equity Capital..., Equity Capital Markets, Fundraising, Latin American Business, Emerging Markets
Education
INSEAD 2015 — 2016
Master of Business Administration (M.B.A.)
Washington and Lee University 2003 — 2007
B Sc and BA, Business Administration and Accounting, Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Public Finance and Economics of European Integration
J.P. Morgan January 2014 - Present
J.P. Morgan September 2013 - January 2014
J.P. Morgan August 2012 - January 2014
Anne Koplik Designs August 2010 - June 2012
Iona College Office of Campus Ministries September 2006 - June 2010
Enterprise Rent-A-Car June 2009 - August 2009
Putnam County Department of Legal Services June 2007 - July 2007
Skills
Inside Sales, Microsoft Office, Sage Pro ACT Software, Outlook, Word, Excel, Customer Service, Administration, Microsoft Word, Management, Leadership, Training, Microsoft Excel, Marketing, Communication, PowerPoint, Facebook, Marketing Communications, Time Management, Advertising
Education
Iona College 2009 — 2011
MBA, Management (Advanced Certificate in Sports & Entertainment Business)
Iona College 2006 — 2009
Bachelor of Business Administration, Marketing, Minor: Spanish Language, 3.9
Georgetown University's McDonough School of Business August 2014 - Present
J.P. Morgan June 2015 - August 2015
Standard Chartered Bank UAE April 2014 - July 2014
Standard Chartered Bank Pakistan Limited March 2013 - April 2014
Standard Chartered Bank Pakistan Limited March 2012 - March 2013
Standard Chartered Bank Pakistan Limited October 2011 - March 2012
Standard Chartered Bank Pakistan Limited August 2010 - September 2011
Engro Vopak Limited July 2008 - August 2008
Skills
Business Strategy, Relationship Management, Credit Risk, Banking, Portfolio Management, Trade Finance, Commercial Banking, Cross Selling, Strategic Planning, Organizational..., Credit Analysis, Retail Banking, MIS, Business Planning
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (MBA), MBA
Institute of Business Administration 2006 — 2010
Bachelors in Business Administration, Finance, GPA: 3.52
St. Patricks High School 2004 — 2006
A-levels, Biology, Physics and Chemistry
The National Bank of Indianapolis December 2004 - Present
J.P. Morgan July 1991 - December 2004
Skills
Customer Service, Banking, Private Banking, Nonprofits, Time Management, Cooking, Cycling, Garden Design, Reading, Event Planning, Marketing Event Planning, Credit, Strategic Planning, Credit Analysis, Team Building, Finance, Loans
Education
Indiana Wesleyan University 2010 — 2013
Bachelor's Degree, BUSINESS ADMINISTRATION
University of Indianapolis - School of Business 1994 — 1997
Business Admin and Finance
Indiana University-Purdue University at Indianapolis 1987 — 1992
Business Administration
J.P. Morgan July 2014 - Present
University of Massachusetts Amherst November 2010 - January 2014
Minutemen Equity Fund December 2010 - December 2013
J.P. Morgan May 2013 - August 2013
Berkery, Noyes & Co., LLC May 2012 - August 2012
Curio Kitchens & Baths, LLC December 2006 - February 2012
Nataloni Painting April 2010 - August 2011
The Republican April 2002 - August 2009
Skills
Qualitative Research, Entrepreneurship, Equity Research, Equity Valuation, Financial Modeling, Energy, Operations, Business Communications, Professional..., Team Leadership, Organizational..., Time Management, Technology Analysis, Computer Hardware, Hardware Support, Computer Security, Computer Repair, Software Installation, Operating Systems, DCF Valuation, Comparable Analysis, Corporate Finance, Investments, Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.9
Minnechaug Regional High School 2005 — 2009
Salesforce June 2015 - Present
IBM January 2014 - June 2015
IBM September 2012 - January 2014
IBM January 2012 - July 2012
ISI Group April 2002 - May 2010
Opus Trading September 2008 - July 2009
J.P. Morgan February 2000 - April 2002
Skills
Leadership, Sales, Microsoft Excel, Access, Cognos, Consulting, Vlookup, PowerPoint, Sales Presentations, Brio Query, Excel, Outlook Express, Building Relationships, Protiviti, Excel OM, Public Speaking, Social Media, Global Regulatory..., Analytics, Finance, Financial Services, Sterling B2B, Account Management, Enterprise Software..., Series 7, Series 63, Series 55, Management, SaaS, Solution Selling, Cloud Computing, Integration, Business Intelligence, Business Analysis, Fixed Income, Trading, Enterprise Software, Strategy, Financial Analysis, CRM, Investments, Professional Services
Education
Iona College 2010 — 2013
MBA, Finance
Iona College 2010 — 2012
Adv. Certificate, International Business
Iona College
BS, Mass Communication
Westchester Community College 2010 — 2012
A.S, Accounting
IBM Global Sales School
Minuteman Equity Fund February 2013 - Present
The Massachusetts Daily Collegian October 2012 - Present
J.P. Morgan June 2015 - August 2015
Walden Stone LLC June 2014 - August 2014
Dynamic Shipping Services (DSS) Ltd. June 2013 - August 2013
Café Jaffa June 2009 - August 2012
Brookline S.H.O.P. Program September 2009 - July 2012
Commonwealth of Massachusetts June 2011 - August 2011
Brookline Youth Baseball September 2007 - June 2011
Skills
Leadership, Experiential Learning, Hebrew, Accepting Responsibility, Action Learning, Microsoft Excel, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
Wharton Latino Undergraduate Association January 2015 - Present
J.P. Morgan June 2015 - July 2015
The Wharton School September 2013 - May 2015
Morgan Stanley June 2014 - August 2014
El Nuevo Dia August 2010 - May 2014
Undergraduate Assembly March 2013 - April 2014
Government Development Bank for Puerto Rico June 2013 - July 2013
Credit Suisse May 2013 - May 2013
The Daily Pennsylvanian January 2013 - May 2013
Office of the Governor of Puerto Rico June 2011 - July 2012
Skills
Spanish, Photoshop, Translation, Public Speaking, Social Media, Editing, Public Relations, English, Facebook, Social Media Marketing, Research, Corporate Communications, Social Networking, Non-profits, Journalism, Microsoft Office, Blogging, Entrepreneurship, Nonprofits, Event Planning, Fundraising, Creative Writing, Press Releases, PowerPoint, Media Relations, Crisis Management, Politics, Government, French, Copy Editing, Strategic Communications, Marketing Communications, Advertising, News Writing, Event Management, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Writing, Customer Service
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science in Economics & Bachelor of Arts in International Studies, Huntsman Program
Institut d'Etudes Politiques de Lyon 2014 — 2014
Study Abroad, SciencesPo
Colegio San Ignacio de Loyola 2006 — 2012
High School Diploma
J.P. Morgan August 2010 - June 2014
JP Morgan January 2007 - July 2010
Reckitt Benckiser June 2006 - December 2006
Skills
Deal Structuring, Portfolio Management, Due Diligence, Legal Documentation, Private Equity, Investments, Mergers, Valuation, Investment Banking, Structuring, Financial Modeling, Corporate Finance, Asset Management, Financial Analysis, Emerging Markets, Business Valuation, Asset, Investment Advisory, DCF, LBO, Joint Ventures, Deal Sourcing, Venture Capital, Business Strategy, Mergers & Acquisitions, Equity Valuation, Negotiation, Equity Research, Capital Markets, Financial Structuring, Equities, M&A experience, Structured Finance, Corporate Development, Project Finance, Restructuring, Investment Strategies, Deal Execution, Management, Debt Restructuring, Financial Statement..., Economics, Competitive Analysis, Leadership
Education
The University of Chicago Booth School of Business 2014 — 2016
MBA
CFA Institute
CFA
Institute of Management Technology, Ghaziabad 2004 — 2006
MBA, Finance, Marketing
Vivekanda School of PG Studies 2000 — 2003
Bachelor of Computer Applications, Computer Science, Top 1%
Commonwealth Bank December 2014 - Present
Barclays August 2012 - January 2014
Barclays March 2001 - July 2012
Bank of Tokyo-Mitsubishi UFJ October 1999 - March 2001
J.P. Morgan October 1996 - January 1999
J.P. Morgan May 1989 - September 1996
J.P. Morgan 1984 - 1989
JP Morgan 1981 - 1984
Skills
Derivatives, Trading, Options, Credit Risk, Petroleum, Investment Banking, Commodity, Fixed Income, Capital Markets, Trading Systems, Structured Products, Financial Markets, Hedging, Hedge Funds, Swaps, FX Options, Risk Management, Credit, Commodity Markets, Bloomberg, Market Risk
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
Master of Business Administration (M.B.A.), Finance, General, With Distinction
Indiana University of Pennsylvania 1977 — 1981
Bachelor's degree, Accounting and Economics, Summa Cum Laude
SumRidge Partners August 2015 - Present
J.P. Morgan June 2014 - August 2015
J.P. Morgan July 2012 - June 2014
Iowa State University September 2008 - December 2011
J.P. Morgan June 2011 - August 2011
Aviva Investors June 2010 - December 2010
Skills
Research, Microsoft Excel, PowerPoint, Microsoft Office, Statistics, Data Analysis, Microsoft Word, Analysis, Statistical Modeling, VBA, Photoshop, HTML, FTP, Public Speaking, Fundraising, Financial Analysis, Financial Modeling, Bloomberg, Risk Management, Investment Banking, Securities
Education
Iowa State University 2007 — 2012
Bachelor of Science (B.S.), Accounting
Iowa State University 2007 — 2012
Bachelor of Science (B.S.), Finance
ASSA ABLOY May 2014 - Present
J.P. Morgan July 2012 - July 2013
Bentley Systems May 2010 - August 2011
Ithaca College December 2010 - February 2011
Edward Stierly Excavating May 2008 - August 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, SAP CRM, Management, Marketing
Education
Ithaca College 2011 — 2012
Master of Business Administration (M.B.A.), 3.84
Ithaca College 2008 — 2011
Bachelor's degree, Business Administration and Management, General, 3.8
Pennsylvania State University-Penn State Berks 2007 — 2008
J.P. Morgan December 2013 - Present
Adecco Staffing, USA July 2013 - December 2013
Ithaca College Real-Time Fund August 2012 - May 2013
School of Business Peer Advisors August 2012 - April 2013
The Walt Disney Company January 2010 - August 2010
Business Link January 2009 - May 2010
Core Trading Consultants October 2007 - May 2010
Residential Life August 2008 - December 2009
Emerson Power Transmission June 2009 - November 2009
Skills
Microsoft Office, Microsoft Excel, Customer Service, Management, Marketing, Public Speaking, Time Management, Spanish, PowerPoint, Budgets, Analysis, Business Analysis, Accounting, Risk Management, Finance, Social Media, Research
Education
Ithaca College
Bachelor of Science, Concentrations in Finance and Corporate Accounting
J.P. Morgan July 2015 - Present
Auronix November 2013 - January 2015
Princeton University September 2008 - August 2013
Credit Suisse April 2007 - June 2008
AT Kearney October 2006 - January 2007
Skills
Quantitative Finance, C++, Mathematics, Matlab, C, Excel, VBA, Statistics, Algorithms, LaTeX, Machine Learning, Applied Mathematics, Mathematical Modeling, Numerical Analysis
Education
Princeton Univesity 2008 — 2013
Ph. D., Applied Mathematics
Instituto Tecnológico Autónomo de México 2002 — 2006
Licenciatura en Matemáticas Aplicadas ( B. Sc. Applied Math ), Applied Mathematics
Texas Christian University August 2014 - Present
J.P. Morgan June 2015 - August 2015
Neeley and Associates Consulting January 2015 - May 2015
Bella Fortuna Photography January 2010 - June 2014
Hallmark Homes, Inc. May 2012 - December 2012
Angie's List September 2011 - May 2012
Skills
Financial Analysis, Microsoft Excel, Financial Statements, Financial Modeling, Qualitative &..., Microsoft Office, Asset Valuation, Capital Structure, Financial Accounting, Market Analysis, Leadership, Training and Development, Statistics, Adobe Creative Suite, Website Development, Marketing Strategy, World Now, Graphic Design, Ap Style, Web Content Optimization, WordPress, Editing, PowerPoint, Strategy, Strategic Planning, Marketing, Team Building, Public Speaking, Social Networking, Management
Education
Texas Christian University 2014 — 2016
Master of Business Administration (M.B.A.), Investments and Securities
Indiana University-Purdue University at Indianapolis 2006 — 2011
Journalism, Political Science
Cohen & Steers July 2013 - Present
Morgan Stanley August 2012 - July 2013
J.P. Morgan March 2012 - August 2012
Argus Information and Advisory Services LLC April 2011 - December 2011
Northwestern Mutual Financial Network May 2010 - September 2010
Edward Jones Investments May 2009 - August 2009
Skills
Financial Analysis, Fundamental Analysis, Equities, Finance, Fixed Income, Investments, Portfolio Management, Structured Finance, Hedge Funds
Education
Iona College
Hagan School of Business, Economics, and Legal Environment Studies, Bachelor of Business Administration with a concentration in Finance
Iona Preparatory High School 2003 — 2007
Regents Diploma with Advanced Distinction
Precision Valve Corporation August 2009 - Present
J.P. Morgan March 1986 - June 2008
Skills
Financial Reporting, Financial Analysis, Process Improvement, Accounting, General Ledger, Internal Controls, Managerial Finance, Accounts Receivable, Accounts Payable, Budgets, Financial Accounting, Auditing, Variance Analysis
Education
Iona College 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
Cardinal Spellman High School 1977 — 1981
J.P. Morgan Asset Management December 2013 - Present
Goldman Sachs January 2013 - March 2013
Alliance Capital Management August 1999 - April 2001
J.P. Morgan January 1997 - July 1999
Bankers Trust Company May 1996 - December 1996
Federated Investors, Inc. January 1992 - April 1996
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Communication
New York University 1993 — 1996
Certified Financial Planning
Wine and Spirit Education Trust, London U.K. 2003 — 2005
WSET Level 4 Diploma in Wine Studies (Pending), Viticulture and Vinification
French Culinary Institute 2001 — 2001
La Technique
Institute of Culinary Education 2000 — 2002
Techniques of Cooking Asian, Italian, Fish / Shellfish and Essentials of Wine
Allianz Global Investors March 2013 - Present
J.P. Morgan 2010 - 2013
Interactive Brokers 2009 - 2010
Education
Ithaca College 2005 — 2009
Bachelor of Science, Finance
Staples High School 2001 — 2005
MSCI Inc. June 2010 - Present
RiskMetrics Group September 1998 - June 2010
J.P. Morgan August 1998 - September 1998
Education
The University of Chicago 1997 — 1998
Master's Degree, Financial Mathematics
Instituto Tecnológico Autónomo de México 1993 — 1997
Bachelor's Degree, Actuarial Science
Sanford C. Bernstein April 2011 - Present
Dreadnought Group March 2009 - December 2009
J.P. Morgan July 2005 - September 2008
J.P. Morgan April 2003 - July 2005
Skills
Valuation, Equities, Financial Modeling, Capital Markets, Fixed Income, Derivatives, Investments, Equity Research, Economics, Equity Valuation, Alternative Investments, Bloomberg, Securities, Finance, Asset Managment, Emerging Markets, Banking, Financial Analysis, Financial Markets, Financial Structuring, Investment Management
Education
INSEAD 2010 — 2010
Master of Business Administration (MBA), Finance
Stanford University 1998 — 2002
Bachelor's degree, Economics
Upper Canada College
TIMI Study Group- Brigham & Women's Hospital March 2014 - Present
TIMI Study Group- Brigham & Women's Hospital March 2013 - March 2014
TIMI Study Group- Brigham & Women's Hospital January 2012 - March 2013
J.P. Morgan September 2011 - October 2011
Skills
Microsoft Office, Good Clinical Practices..., Certificate of...
Education
Isenberg School of Management, UMass Amherst 2007 — 2011
Bachelor's Degree, Bachelor of Business Administration, Magna Cum Laude; 3.5 GPA
Rhône Group August 2015 - Present
Deutsche Bank July 2013 - July 2015
Deutsche Bank June 2012 - August 2012
J.P. Morgan October 2011 - December 2011
Deutsche Bank June 2011 - July 2011
U.S. Department of State June 2010 - July 2010
Skills
Series 63, Series 79
Education
Boston University 2009 — 2013
Bachelor of Arts, Economics; International Relations
International School of Brussels
High School Diploma & International Baccalaureate Diploma
MeadWestvaco (MWV) May 2015 - Present
J.P. Morgan May 2011 - Present
Citizens Commercial Banking September 2012 - January 2014
SunTrust September 2011 - August 2012
Cavalier Telephone August 2009 - June 2010
PNC May 2005 - September 2005
Education
Indiana University of Pennsylvania 2005 — 2011
BS, Computer Science
First Data Corporation May 2015 - Present
Royal Bank of Scotland 2013 - October 2014
RBS 2011 - 2013
Pcubed 2009 - 2011
Citi 2006 - 2009
Fitch Ratings Algorithmics 2005 - 2006
J.P. Morgan 2000 - 2005
J.P. Morgan 1996 - 2000
J.P. Morgan 1989 - 1996
Dean Witter 1984 - 1989
Skills
Operational Risk..., Sales, Marketing, Contract Negotiation, Software Development, Risk Management, Banking, Financial Services, Strategic Thinking, CRM, Change Management, Basel II, Internal Controls, Program Management, Sarbanes-Oxley Act, Corporate Governance, Training, Information Security, Governance, Process Improvement, Budgets, Outsourcing, Management Consulting, Internal Audit, Management, Business Development, Business Analysis, Strategy, Enterprise Risk..., Capital Markets, Risk Assessment, Business Process..., IT Strategy
Education
Iona College 1976 — 1979
BA Bachelor of Arts, Double Major: History & Communications
Salesian High School 1970 — 1974
J.P. Morgan July 2014 - Present
Wells Fargo Advisors April 2012 - June 2014
Scottrade June 2009 - April 2012
Scottrade December 2007 - June 2009
Skills
Basic VBA for Excel, Crystal Ball, SPSS, Thompson One, Wealth Management, Financial Modeling, Bloomberg, Equities
Education
University of Florida 2011 — 2013
Masters in Business Administration
Ithaca College 2005 — 2009
Bachelor of BA, Finance & Accounting
J.P. Morgan June 2014 - September 2014
Resource Capital Funds June 2013 - July 2013
Deloitte Consulting August 2012 - June 2013
Deloitte Consulting August 2010 - August 2012
GEM Consulting March 2008 - August 2010
WorleyParsons December 2006 - February 2007
Skills
Management Consulting, Business Transformation, Business Strategy, Business Analysis, Financial Modeling, Strategy, Program Management, Due Diligence, Strategic Consulting, Valuation, Market Entry, Strategic Planning, Mergers & Acquisitions, Performance Improvement, Corporate Finance, Acquisition Integration, Private Equity, Restructuring, Corporate Development, Finance
Education
University of Pennsylvania - The Wharton School
MBA
The University of Western Australia 2002 — 2008
BE / BCom, Electrical Engineering (First Class Honours), Quantitative Finance, Management Accounting
University of California, Los Angeles 2004 — 2005
Electrical and Electronics Engineering
Hale School 1997 — 2001
INSEAD
INSEAD
INSEAD
INSEAD
Tsinghua University
Language Studies
J.P. Morgan August 2011 - Present
Goldman Sachs June 2010 - August 2010
Banco de México January 2006 - July 2009
Chevez, Ruiz, Zamarripa y Cia., S.C. December 2004 - December 2005
Education
2009 — 2011
MBA, Finance
Instituto Tecnológico Autónomo de México 2001 — 2005
Bachelor, Economics
J.P. Morgan January 2013 - Present
J.P. Morgan June 2010 - January 2013
ING Investment Management January 2008 - June 2010
ING Investment Management August 2003 - June 2010
Offitbank (a Wachovia Company) March 2000 - December 2002
Chase Securities 1998 - 2000
Citibank 1993 - 1996
Skills
Corporate Finance, Investment Banking, Portfolio Management, Emerging Markets, Banking, Derivatives, Asset Managment, Credit, Latin America, Fixed Income, Private Equity, Capital Markets, Analytics, Structured Finance, Equities, Asset Management, Financial Modeling, Valuation, Structured Products, Financial Markets, Investments, Risk Management
Education
University of Virginia Darden School of Business 1996 — 1998
MBA
Instituto Tecnológico Autónomo de México 1990 — 1994
BS
Pearson March 2015 - Present
J.P. Morgan July 2014 - February 2015
Morgan Stanley Wealth Management January 2013 - July 2014
Morgan Stanley January 2006 - December 2012
RBC Capital Markets 2004 - 2006
Zurich Financial Services 2003 - 2004
JPMorgan Chase, Manhattan NY 2002 - 2002
Skills
Alternative Investments, Hedge Funds, Wealth Management, SDLC, CRM, Trading Systems, Financial Services, Equities, Microsoft SQL Server, Software Project..., .NET, Enterprise Architecture, Securities, Portfolio Management, Sybase, IT Strategy, Agile Methodologies, Private Equity, Wealth Management..., Vendor Management, C#, Trading, HTML 5, JSON, Mobile Applications, Investran, Web Services API, WCF Services, Mobile Devices, Service Oriented..., WPF Development, Microsoft Exchange, Project Management, Project Planning, Leadership, web apis, SASS, LESS, CSS3, Bootstrap, AngularJS, GruntJS, Gulp, JavaScript, Karma, Jasmine, Team Leadership, Team Management, ASP.NET, MVC
Education
Institute of Business Administration
Master of Business Administration (MBA), Finance, General
National University of Computer and Emerging Sciences
Bachelor of Science (BS), Computer Science
J.P. Morgan March 2008 - Present
Bear Stearns and Co, Inc. 2007 - 2008
Variman LLC 2005 - 2007
Pershing LLC 1997 - 2005
Brown Brothers Harriman & Co 1993 - 1997
IBM 1989 - 1993
Skills
Trading Systems, Fixed Income, Electronic Trading, Equities, SDLC, Business Analysis, Market Data, Derivatives, Investment Banking, Risk Management, Financial Services, Vendor Management, IT Strategy, Capital Markets, Management, Program Management, Asset Management, Hedge Funds, Portfolio Management, Enterprise Architecture, Organizational..., Sybase, Trading, Securities, Strategic Planning, PMO, Business Technology, Disaster Recovery, Asset Managment, Leadership Development
Education
Iona College 1991 — 1993
Masters, Computer Science
State University of New York at New Paltz 1985 — 1989
Bachelor, Computer Science
State University of New York at Rockland 1985 — 1987
Associate of Science (AS), Math
State University of New York at Rockland 1985 — 1987
Associate of Arts and Sciences (AAS), Data Processing
Envestnet Tamarac January 2015 - Present
Envestnet Tamarac March 2014 - January 2015
FBR Capital Markets August 2011 - August 2013
J.P. Morgan March 2010 - August 2011
BMO Capital Markets July 2009 - March 2010
Friedman Billings Ramsey September 2007 - November 2008
MF Global April 2007 - July 2007
Bear Stearns February 2004 - March 2007
Skills
Options, Trading, Investments, Equities, Investment Banking, Middle Office, Fixed Income
Education
Ithaca College 1998 — 2002
Ithaca College
Bachelor of Arts degree, Sociology
J.P. Morgan November 2010 - Present
JPMorgan June 2008 - November 2010
BlackRock July 2006 - May 2008
Skills
Financial Modeling, Financial Analysis, Bloomberg, Equities, Fixed Income, Risk Management, Portfolio Management, Valuation, Capital Markets, Finance
Education
Ithaca College 2002 — 2006
J.P. Morgan March 2006 - Present
Paloma Partners July 1995 - March 2006
Education
Iona College 1991 — 1995
Capital Group April 2015 - Present
J.P. Morgan July 2005 - September 2013
J.P. Morgan / Bank One January 2003 - July 2005
Bank One August 2000 - January 2003
INB Bank / NBD / First Chicago February 1990 - August 2000
Indiana National Bank September 1988 - February 1990
Skills
Banking, Credit, Portfolio Management, Loans, Fixed Income, Financial Risk, Cash Management, Project Management, Business Requirements, Treasury Management, Payments, Relationship Management, Risk Management, Credit Cards, PMO, Business Analysis, Retail Banking, SDLC, Project Delivery, Requirements Gathering, Vendor Management, Project Portfolio..., User Acceptance Testing, SWIFT payments
Education
Indiana Wesleyan University
Rice University August 2008 - Present
Rice University 2008 - 2009
University of Washington 2007 - 2008
University of Washington 2002 - 2007
Freddie Mac - Office of Chief Economist 2006 - 2006
J.P. Morgan 2000 - 2002
Banco de Investimentos Garantia 1992 - 1995
Skills
Statistics, Quantitative Analytics, Stata, Econometrics, R, Economics, Time Series Analysis, Quantitative Finance, SAS, Monte Carlo Simulation, Statistical Modeling, Financial Modeling, Data Analysis
Education
The University of Chicago Booth School of Business 1995 — 2000
PhD, MBA, Finance
Instituto Tecnológico de Aeronáutica - ITA 1987 — 1991
B.Sc, Aeronautical Infrastructure Engineering
J.P. Morgan May 2015 - Present
J.P. Morgan August 2013 - April 2015
Morgan Stanley June 2011 - July 2013
Barclays Capital August 2010 - June 2011
Barclays Capital June 2009 - August 2009
Geoservices August 2007 - July 2008
Geoservices December 2004 - August 2007
Suez December 2002 - December 2004
Suez November 2001 - December 2002
Skills
Financial Modeling, Equities, Options, Strategy, FX Options, Trading, Financial Risk, Emerging Markets, Business Strategy, Hedging, Finance, Business Development, Valuation, Corporate Finance, Derivatives, Fixed Income
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Financial Engineering
Instituto Tecnológico de Buenos Aires 1998 — 2003
Industrial Engineer
BDS
J.P. Morgan November 2013 - Present
Verizon January 2013 - November 2013
Independent Consultant July 2012 - September 2012
Independent Consultant May 2012 - June 2012
Xavier University August 2011 - May 2012
Dr. Ann's Wellness June 2011 - August 2011
Tia Marie & Co. January 2011 - May 2011
PNC Bank June 2005 - January 2011
Starfire Council of Cincinnati 2009 - 2009
Hobby Lobby March 2002 - June 2005
Skills
Financial Analysis, Banking, Business Planning, Leadership, Strategic Planning, Finance, Forecasting, Management, Strategic Financial..., Training, Analysis, Investments, Business Analysis, Marketing Strategy, Series 7, Research, DCF Valuation, NPV, Business Strategy, Corporate Finance, Series 24, FINRA
Education
Xavier University 2010 — 2012
MBA, Finance, 3.51
Indiana Wesleyan University 2006 — 2008
BSM, Management
University of Cincinnati 2002 — 2005
AS, Management
University of Cincinnati 2002 — 2005
AS, Marketing
J.P. Morgan January 2004 - Present
AIG Trading Group December 1999 - January 2004
Education
Ithaca College 1994 — 1998
Business Adminstration (B.S), Finance, General
AQR Capital Management July 2014 - Present
Bank of America Merrill Lynch December 2013 - June 2014
J.P. Morgan July 2011 - December 2013
The MathWorks May 2010 - August 2010
Skills
C++, Python, Matlab, Electronic Trading, Algorithms, Data Structures, Multithreading, Statistical Data..., Statistical Signal..., Parallel Computing, CUDA, Derivatives Pricing, Monte Carlo Simulation
Education
New York University - Courant Institute of Mathematical Sciences 2012 — 2013
Parttime Non-Degree Study
Iowa State University 2007 — 2011
Ph. D in Electrical Engineering
Southeast University 2003 — 2007
Bachelor of Engineering (B.Eng.)
J.P. Morgan November 2013 - Present
Financial Industry Regulatory Authority (FINRA) July 2005 - November 2013
Education
Iona College 2001 — 2005
BBA, Finance, 3.8 GPA
J.P. Morgan October 2009 - Present
Ziriux Consulting February 2009 - September 2009
Deutsche Bank Securities February 2006 - February 2009
Mexican Ministry of Finance September 1999 - February 2006
Banca Quadrum January 1999 - September 1999
FerroQuadrum 1997 - 1999
Skills
Capital Markets, Corporate Finance, Financial Markets, Credit, Fixed Income, Investment Banking, Valuation, Derivatives, Emerging Markets, Financial Modeling, Investments, Bonds, Financial Services, Investor Relations, Finance, Risk Management, Public Sector, Public Finance, Municipal Bonds, Hedge Funds
Education
Instituto Tecnológico Autónomo de México
MBA
Instituto Tecnológico Autónomo de México 1997 — 1997
Diploma, Corporate Finance
Universidad Anáhuac 1993 — 1996
Universidad Anáhuac
BA in Business
J.P. Morgan March 2008 - Present
JPMorgan Managing DirectorBear StearnsOctober 2004 - March 2008
Citibank October 1994 - October 2004
Salomon Smith Barney 1994 - 2000
Independent Fiancial Consultant January 1994 - October 1994
Norbanken June 1988 - December 1993
Bank of Tokyo Securities Inc March 1987 - June 1988
Savings Banks Trust Company March 1984 - March 1987
Merrill Lynch January 1982 - March 1984
Skills
Fixed Income, Options, Capital Markets, Bonds, Swaps, Trading, Treasury, Investment Management, Proprietary Trading, Finance, Derivatives, Foreign Exchange, Hedge Funds, Credit Derivatives, MBS
Education
Iona College 1983 — 1988
MBA, Finance
Fidelity Investments April 2015 - Present
J.P. Morgan October 2011 - April 2015
Edward Jones November 2010 - July 2011
Allscripts October 2009 - July 2010
Geneva Golf & Country Club January 2006 - June 2009
Skills
Mutual Funds, Investments, Series 7, 401k, Uniform Combined State..., Insurance, Series 66, Customer Relations, Bonds
Education
Iowa State University 2004 — 2008
Bachelor, Liberal Studies 2008
Mphasis June 2014 - Present
J.P. Morgan 2014 - 2015
J.P. Morgan 2014 - 2015
Capgemini June 2010 - April 2013
OnMobile Global Ltd August 2007 - June 2010
World Health Organization August 2005 - February 2007
SER Pvt. Ltd. April 2004 - July 2005
Skills
JavaSE, J2EE Application..., Spring, XML, Unix Shell Scripting, SQL, JSP, Java, Web Services, Hibernate, C, Struts, JDBC, Tomcat, Java Enterprise Edition, C++, Eclipse, Core Java, Servlets, PL/SQL, Oracle, JUnit, Unix, Shell Scripting
Education
New Jersey Institute of Technology 2013 — 2014
Master of Science (MS), Management Information Systems, General
Symbiosis institute of Management Studies 2009 — 2011
Post Gradguate Degree for Business Administration (MBA)
Centre for Development of Advanced Computing (C-DAC) 2007 — 2007
Diploma in Advanced Computing, Computers
Indira Gandhi National Open University 2004 — 2006
Master of Computer Applications (MCA), Computer Science
Indira Gandhi National Open University 2002 — 2004
Bachelor of Computer Applications (BCA), Computer Science
Patna University 2001 — 2004
Bachelor of Arts (B.A.), Political Science
Huntington November 2011 - Present
J.P. Morgan April 2007 - November 2011
Integrated Fund Services May 2000 - April 2007
BUECHNER, HAFFER November 1998 - March 2000
Wood, Herron & Evans June 1997 - November 1998
Electronic Arts 1992 - 1993
Skills
Securities Regulation, Fund Administration, Mutual Funds, Asset Management, Legal Research, Budgets, Equities
Education
Indiana University Robert H. McKinney School of Law 1993 — 1997
Juris Doctor
Northwestern University 1988 — 1992
B.A, Political Science
BlackRock May 2013 - Present
J.P. Morgan August 2011 - September 2012
J.P. Morgan July 2010 - July 2011
J.P. Morgan June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
J.P. Morgan June 2007 - August 2007
Skills
Capital Markets, Emerging Markets, Treasury, Securities, Fixed Income, Finance, Equities
Education
Ithaca College 2006 — 2010
B.S., Business Administration
The Bronx High School of Science 2002 — 2006
J.P. Morgan October 2012 - Present
J.P. Morgan October 2010 - October 2012
CMC Interactive June 2009 - October 2010
Tiffany June 2008 - August 2008
Skills
Investments, Banking, Finance, Risk Management, Retirement Planning, Auditing, Bloomberg, Hedge Funds, Equities, Fixed Income, Capital Markets, Derivatives, Portfolio Management, Series 7, Analysis
Education
Ithaca College 2005 — 2009
Business Administration, Finance Concentration
Audax Group April 2012 - Present
J.P. Morgan July 2010 - Present
Pro Capital, Ltd September 2009 - December 2009
Wells Fargo Advisors June 2009 - September 2009
Skills
iLEVEL Certified...
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2010
Microsoft August 2015 - Present
J.P. Morgan June 2013 - July 2015
J.P. Morgan June 2012 - August 2012
Houlihan Lokey June 2011 - August 2011
Deutsche Bank July 2010 - August 2010
Shanghai American School September 2008 - May 2009
Ernst & Young June 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. in Economics, B.A. in International Studies, The Huntsman Program in International Studies and Business
Institut d'Etudes politiques de Lyon 2011 — 2011
Political science, International Studies & Economics
Shanghai American School 2005 — 2009
CBOE June 2014 - Present
Judge Consulting December 2007 - May 2014
Northern Trust Corporation December 2007 - December 2013
J.P. Morgan 1993 - 2004
Skills
Economics, Business Analysis, Econometrics, Derivatives, Stata, Development Economics, Derivative Operations
Education
Iowa State University 1988 — 1992
Bachelor of Arts (B.A.), Economics
J.P. Morgan September 2011 - Present
J.P. Morgan June 2010 - August 2011
Education
Ithaca College 2006 — 2010
Bachelor of Science, Finance and Management
JP Morgan June 2015 - Present
J.P. Morgan November 2013 - Present
JPMorgan Chase June 2012 - November 2013
Vice President January 2011 - May 2012
JPMorgan Chase June 2007 - December 2010
JPMorgan Chase June 2006 - June 2007
Skills
Fixed Income, Management, Investment Banking, Financial Analysis, Corporate Finance, Banking, Financial Modeling, Derivatives, Equities, Capital Markets, Financial Reporting, Valuation, Risk Management, Internal Audit, Financial Accounting, Financial Services, Financial Planning, Financial Risk
Education
The Institute of Chartered Accountants of India 2000 — 2003
Master's Degree, Accounting and Finance
Institute of Company Secretaries of India 1997 — 2000
Master's Degree, Company and Corporate Law
University of Madras 1997 — 2000
Bachelor of Commerce (BCom), commerce
J.P. Morgan June 2014 - Present
J.P. Morgan May 2012 - May 2014
HSBC June 2010 - August 2010
Grassroots Business Fund September 2008 - July 2009
Fujitsu Siemens July 2008 - August 2008
Skills
Emerging Markets, Investments, Financial Analysis, Capital Markets, Entrepreneurship, Alternative Investments, Market Research, Valuation, Financial Modeling, Corporate Finance, Private Equity, Bloomberg, Investment Banking, Venture Capital, Due Diligence, Business Strategy, Relationship Management, Hedge Funds, Options Strategies, Strategic Negotiations
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BSc), Finance, Management (Entrepreneurship & Innovation)
University of Pennsylvania 2007 — 2011
Bachelor of Arts (BA), International/Global Studies, French
Institut d'Etudes politiques de Lyon 2009 — 2009
Study Abroad Program
St. George's College; Harare, Zimbabwe 2000 — 2006
A-Level
J.P. Morgan September 2014 - Present
Ultramain Systems, Inc. January 2013 - August 2014
Aspen Avionics June 2010 - January 2013
Aspen Avionics February 2010 - May 2010
IBM 2007 - 2008
Skills
Java, C, Unix, Testing, Programming, C++, Python, Perl, Subversion, Eclipse, Shell Scripting, Linux, Algorithms, Operating Systems, Core Java, Data Structures, HTML, Software Engineering, Software Development, Agile Methodologies, Java Enterprise Edition, Databases, Spring Framework, Hibernate, SQL, Scrum, JUnit
Education
The University of New Mexico 2008 — 2010
Master of Science (M.S.), Computer Science
International Institute of Information Technology 2003 — 2007
Bachelor of Technology (B.Tech.), Computer Science
DW Healthcare Partners January 2015 - Present
J.P. Morgan June 2014 - September 2014
Oliver Wyman September 2009 - July 2013
ZS Associates May 2006 - August 2007
Education
INSEAD 2013 — 2014
Master of Business Administration (MBA)
University of Toronto - New College 2003 — 2008
BASc, Industrial Engineering
J.P. Morgan July 2014 - Present
JP Morgan Chase July 2009 - July 2014
JPMorgan Chase June 2005 - September 2008
Skills
Derivatives, Fixed Income, Financial Analysis, Middle Office, Microsoft Excel, PowerPoint, Banking, Equities, Microsoft Office
Education
Iona College 2005 — 2009
B.B.A, Finance and Economics
Wells Fargo Funds Management Group December 2013 - Present
AEGON Asset Management February 2012 - December 2013
J.P. Morgan February 2006 - February 2012
UMB Bank 1999 - 2004
Prism Consulting 1996 - 2004
Skills
Enterprise Architecture, Program Management, Staff Development, ERP, Portfolio Management, Business Analysis, IT Strategy, Management, Information Technology, Budgets, SDLC, Vendor Management, SAP, IT Management, Project Portfolio..., PMO, Business Intelligence, Requirements Analysis, Disaster Recovery, Business Process, PMP, ITIL
Education
Iowa State University
BBA, Management Information Systems
Rockhurst University
M.B.A,, Information Systems
Alternative Investment Group July 2014 - Present
Alternative Investment Group June 2011 - Present
J.P. Morgan July 2008 - May 2011
GE Money June 2004 - June 2008
GE Asset Management May 1998 - May 2004
Price Waterhouse 1991 - 1998
Skills
Financial Analysis, Asset Management, Financial Modeling, Hedge Funds, Auditing, Due Diligence, Finance, Management, Portfolio Management, Financial Services, Alternative Investments, Business Process..., Capital Markets, Change Management, Corporate Finance, Equities, Investment Banking, Investment Management, Investments, Investor Relations, Leadership, Risk Management, Six Sigma, Valuation, Venture Capital
Education
GE Training
Certified Black Belt, Lean Change Management
Institute of Chartered Accountants in England and Wales 1987 — 1990
ACA, Chartered Accountant
The University of Manchester 1983 — 1986
BSc (Hons), Aeronautical Engineering
J.P. Morgan executiveJ.P. Morgan2003 - 2009
Education
Iowa State University
Luudi April 2014 - Present
J.P. Morgan November 2010 - April 2013
Cazenove July 2006 - November 2010
Natixis August 2003 - May 2006
Skills
Brazilian Portuguese, Spanish, Emerging Markets, Latin America, French, Portuguese, Start-up Consulting, Marketing Strategy, Entrepreneurship, Equities, Strategic Consulting, Brand Development, Finance, Capital Raising, Real Estate Development, Social Media, English, Start-ups, Venture Capital, Strategy, International Business, International Relations, Strategic Communications, Digital Marketing, Social Entrepreneurship, Human Rights, Business Strategy, Corporate Social..., Management Consulting, Fashion
Education
University of Warwick 1996 — 2000
BA Hons International Relations with French
Institut d'Etudes Politiques de Grenoble 1998 — 1999
International Relations and Affairs
Ropes & Gray LLP October 2013 - September 2015
Isenberg School of Management January 2012 - May 2013
Minutemen Equity Fund January 2012 - May 2013
J.P. Morgan June 2012 - August 2012
Kohl's Department Stores June 2011 - August 2011
Wal-Mart May 2008 - May 2011
Skills
Statistics, Minitab, Word, Excel, PowerPoint, Paint, Writing, People Skills, Bloomberg, Microsoft Excel, Microsoft Word, Social Media, Customer Service, Microsoft Office
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.72
Marlborough High School 2005 — 2009
Diploma, 3.5
Norfolk County District Attorney's Office January 2013 - Present
J.P. Morgan February 2012 - July 2012
ING September 2011 - December 2011
athenahealth December 2006 - June 2009
MFS Investment Management September 2003 - December 2006
ING September 2001 - May 2003
Education
University of Massachusetts Boston 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Health Care Management
Isenberg School of Management, UMass Amherst 2000 — 2003
Bachelors, Finance
FinFolio, Inc. August 2011 - Present
Great-West Life December 2010 - April 2011
SunGard September 2007 - November 2010
J.P. Morgan March 2007 - September 2007
Skills
Business Analysis, Process Improvement, Risk Management, Financial Services, Accounting, Software Documentation, Account Reconciliation, Business Process..., Financial Analysis, Financial Reporting, Analysis, Business Process, Cash Management, Back Office, Vendor Management
Education
Iowa State University 2000 — 2005
BS, Fianance & Management
J.P. Morgan
Skills
Investments, Asset Managment, Investment Banking, Asset Management, Financial Services
Education
Indiana University-Purdue University at Indianapolis
Master's degree, Elementary Education and Teaching
Olivet Nazarene University
Bachelor of Science (B.S.), Elementary Education and Teaching
Societe Generale August 2012 - Present
Royal Bank of Scotland April 2011 - October 2012
Banco Santander Mexico July 2008 - February 2011
Barclays Capital April 2004 - July 2008
Merrill Lynch October 2002 - April 2004
J.P. Morgan February 1994 - September 2001
Skills
Risk Management, Structured Products, Corporate Finance, Derivatives, Capital Markets, Equities, FX Derivatives, FX Options, Financial Analysis, Fixed Income, Investment Banking, Investments, Portfolio Management, Financial Markets, Banking, Emerging Markets, Financial Risk, Credit Risk, Trading
Education
ITAM 1986 — 1989
MBA
UNAM 1980 — 1986
MD, Medicine
JPMorgan Chase July 2013 - Present
J.P. Morgan August 1996 - Present
Indiana Department of Transportation June 1988 - February 1992
PepsiCo January 1988 - June 1988
Target January 1987 - December 1987
Skills
Banking, Financial Modeling, Series 7, Equities, Risk Management
Education
National-Louis University 2000 — 2002
Master's degree, Business Administration and Management, General
Indiana University-Purdue University at Indianapolis 1986 — 1989
Bachelor of Science (B.Sc.), Finance (minor: Economics)
BBVA Compass November 2014 - Present
BBVA Compass August 2013 - November 2014
J.P. Morgan April 2010 - August 2013
Wells Fargo Home Mortgage May 2008 - April 2010
Chase Home Finance September 2006 - May 2008
Wells Fargo Home Mortgage November 1998 - August 2006
Savings of America February 1986 - August 1996
Skills
Investments, Equities, Banking, Portfolio Management, Fixed Income, Wealth Management, Financial Services, Credit Analysis, Series 7, Asset Management
Education
Iowa State University
Bachelor of Science (B.S.), General Business
Empower Retirement September 2014 - Present
J.P. Morgan January 1989 - August 2014
Skills
Series 7, Microsoft Office, Asset Management, Microsoft Excel, Investments, Portfolio Management, Series 24, Mutual Funds, Client Relations, Italian, Series 63, People Management
Education
Iona College 1980 — 1984
Bachelor of Arts (B.A.), International/Global Studies
Gartner April 1995 - Present
J.P. Morgan June 1989 - April 1995
Skills
Project Management, Project Planning, Program Management, Business Analysis, IT Strategy, Business Process, Software Project..., Project Portfolio..., Vendor Management, IT Management, SDLC, Business Intelligence, IT Service Management, Change Management, Leadership Development, Management Consulting, Enterprise Architecture, SaaS, Agile Methodologies, Cross-functional Team..., Outsourcing, Cloud Computing, Integration, Business Process..., Enterprise Software, ITIL, PMP, PMO, Professional Services, CRM, Solution Architecture, Requirements Analysis, Business Transformation, Governance, Strategy
Education
Iona College 1985 — 1989
Bachelor's of Business Administration, Management Information Systems, General
Great-West Financial June 2015 - Present
J.P. Morgan April 2005 - May 2015
Capgemini March 2001 - March 2005
Softtek March 1999 - February 2001
Education
Tecnológico de Monterrey 2004 — 2006
Master of Business Administration (MBA), Management Information Systems, General, Master
Instituto Tecnológico de Sonora 1985 — 1989
Bachelor of Engineering (B.Eng.), Industrial Engineering
Union Paving & Construction Co., Inc. April 2015 - Present
Harbour Rock LLC August 2014 - March 2015
J.P. Morgan September 2011 - July 2014
Citi April 2007 - August 2011
Strategic Insight March 2005 - March 2007
Skills
Financial Analysis, Auditing, Financial Services, Accounting, Internal Controls, Private Equity, Investments, Fund Administration, Account Reconciliation, Banking, Investment Banking, Portfolio Management, Mutual Funds, Financial Accounting, US GAAP, Proficient with..., Fund Of Funds, Cash Flow, Financial Statement..., Construction Accounting, Sage Timberline Office, Accounts Payable &..., CFOs, Financial Reporting
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Mathematics
Indiana University South Bend
Master of Business Administration (M.B.A.), Accounting and Finance
Nike July 2012 - Present
Deutsche Bank June 2010 - July 2012
J.P. Morgan December 2007 - May 2010
Principal Financial Group June 2006 - October 2007
Iowa Department of Transportation April 2005 - June 2006
Ceco Building Systems March 2001 - August 2004
Motorola September 2000 - February 2001
Skills
Distributed Systems, Java, C#, Python, Web Services, Amazon Web Services..., C++, Spring Framework, Guice, SQL, Couchbase, Cassandra, Groovy, Maven, Gradle, Oracle Coherence, Hazelcast, Memcached, Netty, Rx, REST, TIBCO EMS, TIBCO Rendezvous, Messaging, Apache Camel, AMQP, COBOL, Oracle, Electronic Trading, Visual Basic, Lisp, LabVIEW, PLC Programming, JAX-RS, Apigee, JBoss Application Server, WebSphere, Agile Methodologies, Scrum, Software Project..., Project Management, Web Applications, JavaScript, Cross-functional Team..., Software Development
Education
Iowa State University 2001 — 2006
Bachelor's Degree