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.
J.P. Morgan Salaries. You can even request information on how much does J.P. Morgan pay if you want to. Learn about salaries, pros and cons of working for J.P. Morgan directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
22,051 J.P. Morgan employees in database. Find out everything there's to know about J.P. Morgan employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
J.P. Morgan Employees
J.P. Morgan May 2015 - Present
J.P. Morgan May 2014 - Present
J.P. Morgan August 2012 - April 2014
J.P. Morgan January 2009 - August 2012
J.P. Morgan March 2007 - January 2009
Morgan Stanley June 2005 - March 2007
Deloitte September 2003 - June 2005
Skills
Alternative Investments, Hedge Funds, Private Equity, Real Estate, Mezzanine, Financial Statement..., Performance Measurement
Education
Lehigh University - College of Business and Economics
BS, Economics
J.P. Morgan September 2013 - Present
BNY Mellon March 2004 - September 2013
State Street Bank November 2003 - March 2004
Skills
Equities, Fixed Income, Portfolio Management, Bloomberg, Securities, Derivatives, Finance, Banking, Financial Modeling, Asset Management, Investments, Hedge Funds, Mutual Funds, Financial Analysis, Alternative Investments, Bloomberg Terminal, Capital Markets, Financial Services
Education
Long Island University, Brooklyn Campus 2005 — 2009
Master of Business Administration (MBA), Finance, General
Providence College 1998 — 2002
Bachelor's degree, Econometrics and Quantitative Economics
Groupon October 2013 - Present
Groupon October 2012 - July 2013
JP Morgan Chase May 2011 - October 2012
J.P. Morgan May 2011 - October 2012
U.S. Cellular December 2006 - February 2011
Skills
Financial Analysis, Cross-functional Team..., Investments, Sales, Account Management, Customer Service, Risk Management, Retail Banking, Equities, Microsoft Excel, Microsoft Office, Strategic Planning, Leadership, Access, Customer Experience, Customer Satisfaction, Team Building, Customer Retention, Call Centers, Banking, Salesforce.com, Finance, Sales Management, Sales Process, Cold Calling, Training
Education
Lincoln Land Community College 2002 — 2004
J.P. Morgan 2014 - Present
Farmers Insurance 2013 - 2014
Kemper 2011 - 2013
Education
Liberty University 2013 — 2014
Bachelor's Degree, Religion/Religious Studies, 3.3
BPCC
Associate of Science in Business Administration, Business Administration and Management, General
Bridgewater Associates May 2014 - Present
J.P. Morgan July 2012 - May 2014
J.P. Morgan June 2012 - August 2012
Goldman Sachs June 2010 - August 2010
Skills
Microsoft Excel, VBA, Matlab, C++, PowerPoint, AMPL, Arena Simulation..., Statistics
Education
Lehigh University 2011 — 2012
Master of Science (M.S.), Analytical Finance
Lehigh University 2007 — 2011
Bachelor of Science (B.S.), Integrated Business and Engineering (Industrial Engineering Focus)
J.P. Morgan July 2013 - Present
Circle Wealth Management June 2012 - August 2012
Education
Lehigh University 2009 — 2013
Bachelor of Science (B.S.), Finance
consultant July 2013 - Present
J.P. Morgan March 2008 - July 2013
Bear Stearns January 2000 - March 2008
Tera Systems July 1997 - December 1999
Mentor Graphics November 1990 - June 1997
RCA/GE/Harris Semiconductor June 1986 - November 1990
Skills
Embedded Systems, Mobile Applications, Financial modeling and..., IC Design, ECAD, Software Project..., Distributed Systems, Perl, EDA, Integrated Circuit..., Java, SQL, C++, Software Development, Agile Methodologies
Education
Lehigh University 1982 — 1986
BS, Electrical Engineering
J.P. Morgan August 2012 - Present
J.P. Morgan Securities April 2009 - August 2012
Citi Smith Barney January 2007 - April 2009
UBS Financial Services April 2005 - December 2006
Prudential 1993 - 1997
Skills
Marketing Strategy, Hedge Funds, Private Equity, Marketing, Series 7, Marketing Communications, Internal Communications, Asset Management, Marketing Management
Education
Lehigh University 1989 — 1992
BA, Economics/International Careers
Bridgewater Raritan HS East 1984 — 1988
Hudson River Trading April 2014 - Present
Rothstein Kass September 2012 - May 2014
J.P. Morgan June 2012 - September 2012
J.P. Morgan June 2011 - June 2012
Rothstein Kass October 2008 - June 2011
Skills
SEC reporting, Financial Reporting, Audit, Regulatory Reporting, Accounting, Business Planning, Headcount Management, Auditing, Financial Audits, Private Equity, US GAAP, CPA, Risk Management
Education
Lehigh University 2004 — 2008
BS, Accounting
Lloyds Banking Group August 2014 - Present
J.P. Morgan March 2013 - August 2014
The Judge Group/ Citigroup October 2011 - October 2012
HSBC January 2007 - January 2011
Randstad/Citigroup September 2006 - October 2007
Skills
AML, OFAC, KYC, Financial Services, Compliance, Customer Service, Data Analysis, Transaction Processing
Education
LINCOLN UNIVERSITY, Lincoln University 2002 — 2007
Bachelor of Science, Political Science
LINCOLN UNIVERSITY, Lincoln University 2002 — 2007
Bachelor of Science, Political Science
Lincoln University 2002 — 2007
BS, Political Science
Cade Management, LLC August 2014 - Present
BNY Mellon August 2012 - August 2014
J.P. Morgan April 2011 - June 2012
Bridgewater Associates January 2010 - April 2011
Cedar Lane Asset Management, LLC 2008 - December 2009
Skills
Financial Modeling, Asset Managment, Hedge Funds, Strategy, Financial Analysis, Capital Markets, Financial Services, Alternative Investments, Investor Relations
Education
Lehigh University 2002 — 2006
J.P. Morgan April 2002 - Present
Northern Trust Wealth Management 2013 - 2013
JPMC 1999 - 2002
Invesco Aim 1997 - 1998
Education
LeTourneau University 1992 — 1995
Bachelor's Degree, Business Administration and Management, General
J.P. Morgan June 2012 - Present
Skills
Bloomberg, Derivatives, Fixed Income, Interest Rate Risk..., Investment Banking
Education
Lehigh University 2008 — 2012
Bachelor of Science, Finance and Economics
London School of Economics and Political Science 2010 — 2011
General Course, Economics and Philosophy of Economics
Lehigh University June 2014 - Present
Lehigh University September 2013 - Present
Lehigh University August 2013 - Present
Johnson & Johnson June 2014 - August 2014
Lehigh University August 2013 - May 2014
J.P. Morgan June 2013 - August 2013
Skills
Financial Modeling, Equities, Financial Analysis, Valuation, Bloomberg, Fixed Income, Derivatives, Investments, Investment Banking, Portfolio Management, Corporate Finance, Capital Markets, Risk Management, Hedge Funds, Asset Management
Education
Lehigh University - College of Business and Economics 2012 — 2016
J.P. Morgan September 2013 - Present
J.P. Morgan January 2011 - September 2013
J.P. Morgan July 2009 - January 2011
J.P. Morgan July 2007 - July 2009
Skills
Collateral Management, Global Custody, Product Management, Financial Services, Derivatives, Risk Management
Education
Lehigh University 2006 — 2007
Master of Science (MS), Industrial Engineering
Lehigh University 2002 — 2006
Bachelor of Science (BS), Industrial Engineering
J.P. Morgan May 2013 - August 2013
Clever Devices June 2012 - August 2012
Passero Associates June 2010 - September 2010
Skills
MathCAD, Solidworks, Matlab, Engineering, AutoCAD, CAD, PowerPoint, Microsoft Office, C++, Microsoft Excel, Visio, Financial Modeling, Software Documentation
Education
Lehigh University 2010 — 2014
•B.S. Integrated Business and Engineering (IBE) Honors Program, Finance and Mechanical Engineering, junior
University of Cambridge 2008 — 2010
Advanced Certificate of International Education Scholar with Distinctions., Mathematics, Physics
J.P. Morgan July 2012 - Present
J.P. Morgan January 2012 - July 2012
J.P. Morgan May 2006 - January 2011
J.P. Morgan June 2005 - May 2006
JPMorgan Chase July 2001 - June 2005
Skills
Fluent in Spanish, Project Management, Competitive Analysis, Communication, Business Resilience, Market Research, Competitive Intelligence, Event Management, Marketing Communications, Management, Analytics, Strategy, Marketing, Strategic Planning, Product Management
Education
Long Island University, Brooklyn Campus 2001 — 2005
Bachelor of Science (BS), Business Management and Marketing, 3.73
Wilmington Trust March 2015 - Present
Wells Fargo Advisors, LLC March 2014 - March 2015
J.P. Morgan July 2006 - February 2014
Michael Saunders Painting, Inc. 2001 - July 2006
Skills
Relationship Management, Retirement Planning, Financial Advisory, Customer Service, Mutual Funds, 401k Rollovers, Investments, Hedge Funds, Private Banking, Alternative Investments, Asset Allocation, Business Strategy, Equities, Fixed Income, Finance, Securities Lending, Loans, Economics, CRM, ETFs, MLP, Small Business Lending, Mortgage Banking, Portfolio Management, Financial Services, Banking, Credit, Investment Strategies, Management, Financial Analysis, Retirement, Strategic Planning, Financial Planning, Estate Planning, Asset Management, Marketing, Wealth Management, Public Speaking, Team Building, Leadership, Risk Management, Securities, Bonds, Sales, Wealth, 401k
Education
West Chester University of Pennsylvania
Bachelor of Science (BS), Finance, General
The Master's College
Liberty University
Marshall University
Business Administration and Management, General
York High School 1987 — 1991
High School
J.P. Morgan March 2011 - Present
J.P. Morgan December 2009 - March 2011
J.P. Morgan July 2008 - December 2009
Skills
Performance Metrics, Performance Management, Employee Training, Employee Relations, Data Analysis, Analytics, Compensation Planning, Training & Development, Staff Retention, Networking Events, Strategic Communications, Vendor Management, Headcount Management, Staff Development, Recruiting, Event Management, Staff Training, Employer Branding, Excel, Management, Personnel Management, Microsoft Excel
Education
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Marketing
Wells Fargo December 2014 - Present
Sprint September 2006 - December 2014
J.P. Morgan September 2012 - October 2013
Sprint Nextel September 2011 - October 2012
Red Lion Hotels March 2002 - March 2004
Skills
Strategic Initiatives, Employee Relations, Accountability, Dependable Team Player, Creativity, Innovation, Work Ethic, Integrity, Customer Retention, Customer Satisfaction, Coaching, Customer Experience, Direct Sales, Leadership, P, Profit, Sales, Sales Management, Salesforce.com, Solution Selling, Telecommunications, Time Management, Training, Hiring, Sales Operations
Education
Lewis-Clark State College 2002 — 2004
Associate's degree, Business Administration and Management, General
Internal Revenue Service February 2007 - Present
Riverdale Electrical Services Inc. April 2005 - January 2007
Riese Corporation October 2003 - March 2005
J.P. Morgan June 2001 - September 2003
Skills
Accounts..., Accounting Information..., Asset Management and..., Auditing, Budgeting, Cost Accounting, Federal Taxation, Financial Statements, General Ledger, International Accounting, Inventory Audits, Invoicing/Client Billing, Journal Entries, Management Procedures, Marketing, Quality Assurance, Schedule of Depreciation, Spreadsheets, Verbal/Written...
Education
Baruch College, City University of New York
Bachelor of Business Administration (BBA), Accounting
Baruch College, City University of New York
Bachelor of Business Administration, Accounting
Long Island University
Master of Business Administration, Accounting
Long Island University, Brooklyn Campus
Master of Business Administration (M.B.A.), Accounting
Chase July 2015 - Present
J.P. Morgan November 2010 - Present
Perrysville Police Department November 2008 - March 2013
KCIS July 2006 - April 2008
Skills
Financial Analysis, Microsoft Office, Risk Management, Vendor Management, Banking, Customer Service, Training, Business Analysis, Leadership, PowerPoint, Public Speaking
Education
Liberty University 2008 — 2012
J.P. Morgan March 2015 - Present
Robert W. Baird & Co. September 2013 - March 2015
EY May 2013 - September 2013
Ernst & Young September 2012 - May 2013
University of Virginia August 2011 - May 2012
The Blackstone Group June 2011 - July 2011
Ernst & Young LLP June 2010 - August 2010
MICROS Systems, Inc May 2009 - August 2009
Skills
Financial Reporting, Accounting, CPA
Education
University of Virginia 2011 — 2012
Masters of Science, Accounting
Lehigh University - College of Business and Economics 2007 — 2011
Bachelors, Accounting
BlackRock December 2010 - Present
J.P. Morgan June 2005 - December 2010
Susquehanna International Group, LLP (SIG) December 2000 - June 2005
Skills
Derivatives, Securities, Equities, Bloomberg, Portfolio Management, Trading, Asset Management, Collateral Management, BlackRock Aladdin, Team Leadership, Bloomberg Terminal, Investments, Financial Services, Mutual Funds, Options, Equity Derivatives, Microsoft Excel, Operations Management, Training & Development
Education
Wilmington University 2014 — 2017
Bachelor of Science (B.S.), Organizational Management, Current GPA 3.50
Lincoln Technical Institute-Philadelphia 1997 — 1998
Computer Technician Certificate, Computer Technology/Computer Systems Technology
International Correspondence Schools 1993 — 1994
Small Business management certificate, Small Business Management/Computer training certification
J.P. Morgan May 2013 - Present
Moore Capital Management June 2007 - May 2013
Moore Capital Management June 2006 - August 2006
Joseph A. Albano, C.P.A., P.C 2002 - 2006
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Hedge Funds, Trading Systems, Business Objects, Sophis, Crystal Reports, Risk Metrics, Embarcadero Rapid SQL, Microsoft Excel, Microsoft Office
Education
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Science (BS), Finance, General
J.P. Morgan July 2015 - Present
J.P. Morgan August 2012 - Present
JPMorgan Chase June 2011 - August 2012
JPMorgan Chase June 2010 - August 2010
Anthony Logistics For Men March 2009 - June 2009
Skills
Marketing, Microsoft Excel, Bloomberg, Asset Management, Financial Analysis, Investments, Series 63, Finance, Series 7, Financial Services, Wealth Management, Asset Allocation, Private Banking, Analysis, Portfolio Management, Credit, Relationship Management, Investment Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
Bachelor of Science (B.S.), Finance, Marketing
Lehigh University 2007 — 2008
J.P. Morgan June 2014 - Present
Chase July 2012 - June 2014
Wireless Zone April 2010 - July 2012
Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Finance, Leadership, Microsoft Word, Customer Service, PowerPoint, Management, Financial Reporting
Education
Liberty University 2013 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
WeWork March 2014 - Present
Spear Street Capital August 2012 - March 2014
J.P. Morgan July 2010 - July 2012
Navigant Consulting June 2009 - May 2010
General Mills May 2008 - June 2008
Skills
Financial Modeling, Portfolio Management, Investments, Market Research, Argus Modeling, Bloomberg Terminal, Bloomberg, Valuation, Due Diligence, Corporate Finance, Microsoft Excel, LBO, Equities, Economics, Capital Markets, Accounting, Equity Valuation, Financial Statement..., Analytics, Structured Finance, Alternative Investments, Quantitative Finance, Hedge Funds, VBA, Investment Properties, Financial Markets, Venture Capital, Financial Reporting, Private Equity, Structured Products, Investment Banking, SAS, Data Analysis, Asset Managment, Trading, Business Valuation, PowerPoint, Contract Negotiation, Financial Analysis, Options, DCF, Capital IQ, Management Consulting, Asset Allocation, Series 7, Real Estate Economics, Fixed Income, Quantitative Analytics, Equity Research, Derivatives
Education
Lehigh University - College of Business and Economics 2006 — 2010
BSC, Finance, Marketing, Chinese
Hodges Ward Elliott, Inc. September 2015 - Present
J.P. Morgan June 2012 - September 2015
Standard & Poor's May 2011 - August 2011
Knight Capital Group May 2010 - August 2010
Skills
Valuation, Financial Modeling, Capital Markets, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Portfolio Management, Analysis, Commercial Real Estate, Commercial Real Estate..., Finance, Public Speaking, Real Estate Development, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Research
Education
Lehigh University 2008 — 2012
Bachelor of Science (B.S.), Finance
Convent of the Sacred Heart 2004 — 2008
J.P. Morgan January 2013 - Present
ComEd September 2008 - August 2012
WaMu 2002 - 2008
Bank Of America 1996 - 2002
North American Mortgage January 1994 - July 1996
Robert Morris University, Chicago, IL 1990 - 1994
Skills
Process Improvement, Call Center, Business Process..., Operations Management, Team Building, Customer Service, Leadership, Project Management, Microsoft Excel, Microsoft Office, Visio, Training, Access, Analysis, Banking, Budgets, Business Analysis, Call Centers, Change Management, Vendor Management, Strategic Planning, Project Planning, Recruiting, Risk Management, Program Management, Performance Management, Management, Leadership Development, Employee Relations
Education
Lewis University 2005 — 2007
MBA, Marketing
Robert Morris University - Illinois 1990 — 2005
BBA, Accounting
Wells Fargo Securities July 2013 - Present
JP Morgan June 2011 - July 2013
J.P. Morgan June 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Bloomberg, Portuguese, Capital Markets, Spanish, PowerPoint, Valuation, Quantitative Analytics, Venture Capital, Due Diligence, Corporate Finance, Equities, Investment Banking, Finance, Microsoft Excel, Microsoft Office
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Finance
JP Morgan April 2011 - Present
J.P. Morgan August 2009 - March 2011
Bear Stearns August 2008 - July 2009
Skills
Dev C++, Visual Basic, Derivatives, Hedge Funds, Investment Banking, Financial Markets, Trading, Mutual Funds, ABS, Bloomberg, Bloomberg Terminal, Thompson One, Fund Of Funds
Education
Lehigh University 2004 — 2008
BSc, Finance, Accounting, Engineering
University College London, U. of London 2007 — 2007
Wells Fargo July 2015 - Present
Deutsche Bank September 2010 - June 2015
J.P. Morgan 1990 - 2010
Skills
Investment Banking, Capital Markets, Equities, Derivatives, LBO, Structured Finance, Corporate Finance, Project Finance, Working Capital..., Liquidity Management, Relationship Management, Multinational Team..., International Trade, Cash Management, Financial Modeling, Risk Management, Teamwork, Fixed Income, Loan Origination
Education
Lehigh University
Bachelor of Science (B.S.), Finance
J.P. Morgan June 2015 - Present
Barclays Wealth and Investment Management February 2015 - April 2015
Total Insurance Services,Inc June 2014 - August 2014
The Avenue June 2013 - August 2013
Skills
Finance, Research, Client Relations, Time Management, Microsoft Excel, Microsoft Word, Presentation Skills, Leadership, Organization Skills, Budgeting, CQG
Education
Lehigh University - College of Business and Economics 2012 — 2016
Bachelor of Science (B.S.), Finance
New Trier High School 2008 — 2012
J.P. Morgan September 2014 - Present
Lehigh University August 2013 - May 2014
United Nations October 2013 - February 2014
Blue Sky Capital Corporation May 2013 - September 2013
EY January 2013 - January 2013
Industrial and Commercial Bank of China May 2012 - August 2012
Taobao Marketplace January 2012 - March 2012
Skills
PowerPoint, Teamwork, Social Media, Research, Photoshop, Microsoft Word, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, Financial Analysis
Education
Lehigh University 2012 — 2014
Master's Degree, Financial Mathematics, 3.84/4
Zhejiang University 2008 — 2012
Bachelor's Degree, Finance & Banking, 3.88/4
J.P. Morgan July 2013 - Present
J.P. Morgan July 2011 - June 2013
J.P. Morgan July 2009 - June 2011
Education
Lehigh University - College of Business and Economics 2005 — 2009
Bachelor of Science, Accounting
Barclays Capital October 2014 - Present
J.P. Morgan November 2009 - September 2014
Sterne Agee March 2009 - November 2009
UBS Investment Bank March 2000 - March 2009
Han-Padron Associates May 1994 - March 2000
Skills
Equities, Series 7, Offshore Drilling, Capital Markets, Investment Banking, Hedge Funds
Education
Stevens Institute of Technology 1997 — 1999
Master of Engineering (MEng), Civil Engineering
The University of Connecticut 1992 — 1994
Master of Science (MS), Ocean Engineering
Lehigh University 1989 — 1992
Bachelor of Science (BS), Electrical Engineering
Thayer Academy 1985 — 1988
J.P. Morgan May 2008 - Present
The Weekend Nanny July 2008 - Present
in-too-ish-uhn March 2007 - October 2009
Scholastic February 2006 - March 2007
JPMorganChase April 1999 - February 2006
Corporate Visions December 1997 - April 1999
Coca-Cola March 1996 - December 1996
MasterCard January 1994 - February 1996
Skills
Strategic Planning, Direct Marketing, Financial Services, Marketing Strategy, Product Marketing, Strategy, Strategic Partnerships, Integrated Marketing, Digital Marketing, Leadership, Marketing, Public Speaking, Social Media, Marketing Communications, Competitive Analysis, Management
Education
LIU Brooklyn 2001 — 2003
MBA
Spelman College 1990 — 1994
BA
Bank of America Merrill Lynch March 2014 - August 2015
J.P. Morgan April 2013 - November 2013
New York Life Insurance Company December 2009 - December 2012
UBS August 2004 - November 2009
Aon April 1999 - August 2004
ING June 1992 - April 1999
Skills
Networking, Talent Acquisition, Applicant Tracking..., Recruiting, Executive Search, Sourcing, College Recruiting, Time Management, New Hire Orientations, CRM, Onboarding, Organizational..., Human Resources, Internet Recruiting, Employee Benefits, Temporary Placement, Interviews, Succession Planning, Management, Talent Management
Education
LIU Post
Bachelor of Arts, Business Administration
K.I.D.S./Fashion Delivers, Inc. July 2015 - Present
Housing Partnership February 2014 - December 2014
Law Offices of David J. Hernandez & Associates May 2013 - September 2013
Police Athletic League June 2005 - August 2011
District Council 37 June 2007 - August 2008
J.P. Morgan June 2006 - August 2006
Skills
Public Speaking, Leadership, Microsoft Office, Community Outreach, Nonprofits, PowerPoint, Microsoft Excel, Outlook, Program Development, Social Media, Legal Research, Internet navigation, Legal Writing, Youth Development, Volunteer Management, Community Organizing, Data Entry, Training
Education
LIU Brooklyn 2014 — 2016
Master of Public Administration (MPA), Publuc Administration
Spelman College 2008 — 2012
Bachelor of Arts (B.A.), Political Science (Pre-Law); Minor: Managemrent Organization
Private Bank and Trust Company January 2015 - Present
J.P. Morgan March 2013 - January 2015
Standard Bank and Trust March 2012 - March 2013
Skills
Banking, Consumer Lending, Credit, Credit Analysis, Mortgage Lending
Education
Lewis University 2009 — 2011
Bachelors Degree, Business Studies and Finance
J.P. Morgan July 2013 - Present
J.P. Morgan July 2010 - June 2013
Deutsche Bank June 2009 - August 2009
BGC Partners December 2008 - December 2008
Livingston Market Consultants June 2008 - July 2008
Education
Lehigh University 2006 — 2010
Bachelor of Science (BS), Finance
J.P. Morgan June 2015 - August 2015
RGM Advisors, LLC June 2014 - August 2014
Stanford University September 2012 - 2014
Ampfield AB June 2013 - September 2013
Thomson Reuters July 2012 - September 2012
Linköping University August 2008 - April 2011
Skills
Quantitative Finance, Machine Learning, Optimization, Probability, Stochastic Calculus, Statistics, Matlab, R, Algorithms
Education
Stanford University 2011 — 2016
Phd, Computational and Mathematical Engineering
Linköping University 2007 — 2011
B.A., Economics
The Institute of Technology at Linköping University 2006 — 2011
Msc., Applied Physics and Electrical Engineering
Stanford University 2009 — 2010
Exchange studies in Financial Mathematics & Electrical Engineering
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
Johnson & Johnson May 2013 - August 2013
Hasbro May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Photoshop, Organization Skills, Teamwork, Microsoft Word, PowerPoint, Public Speaking, Data Analysis, Research, Financial Analysis, Financial Planning
Education
Lehigh University - College of Business and Economics 2011 — 2015
Bachelor of Science (BS), Finance, 3.81/4.0
CFA Institute
Passed Level 1 of the CFA Program
Eject Co. September 2013 - Present
J.P. Morgan March 2010 - Present
2020 Companies January 2009 - August 2009
Liv-Organic Sports Drink January 2008 - August 2008
Skills
Marketing, Public Relations, Sales, Negotiation, Marketing Strategy, Strategic Planning, Social Networking, Public Speaking, Sports Marketing, Direct Sales, P, Time Management, Project Management, Sales Management, Customer Service
Education
LIU Post 2003 — 2008
Bachelor of Science, Business Management
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan December 2009 - Present
Philadelphia Soul January 2011 - September 2013
J.P. Morgan April 2009 - November 2009
J.P. Morgan July 2008 - March 2009
SAP May 2006 - August 2007
Skills
Finance, Banking, Microsoft Office, Financial Services, Capital Markets, Risk Management, Financial Reporting, Equities, Derivatives, Securities, Business Analysis, Strategy, Corporate Finance, Marketing, Leadership, Analysis, Asset Management, Microsoft Excel
Education
Villanova University 2012 — 2015
Master of Business Administration (MBA), Marketing, Finance & Real Estate, GPA: 3.9
Lehigh University - College of Business and Economics 2004 — 2008
B.S. Business and Economics – High Honors, Finance & Marketing, 4.0 Marketing 3.8 Finance
JPMorgan Chase December 2013 - Present
J.P. Morgan October 2011 - April 2013
Interfaith Medical Center June 2008 - January 2011
American Museum of Natural History August 2009 - October 2010
Skills
Gel Electrophoresis, Chromatography, Column Chromatography, Western Blotting, Electron Microscopy, Distillation, Vacuum Distillation, PCR, Titration, Medical Microbiology, Microbiological Assays, Quantification of..., Mutagenesis, Bacterial Culturing, Bacterial Growth Curves, Venepuncture, Wound Dressing, Microsoft Office, Microsoft Excel, Spreadsheets, Scientific Reports, Mortgage Banking, SCRA, Default and Servicing, Customer Service, Highly detail oriented, Highly motivated..., Dependable Team Player, Reliable, Competitive, Bedside Manner, innovative, Great communications..., Resourceful..., Self efficient, Highly Organized &..., Surgery, Public Speaking, Teamwork, PowerPoint, Access, Outlook, Analysis, Data Analysis, Leadership, Management, Research, Time Management
Education
Long Island University, Brooklyn Campus 2012 — 2014
Master of Science (MS), Medical Microbiology and Bacteriology
Manhattan College 2006 — 2010
Bachelor of Science (BS), Biology, General
JPMorgan Chase & Co. August 2015 - Present
J.P. Morgan July 2014 - Present
Lehigh University August 2013 - May 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Data Analysis, Finance, Banking, Access, Financial Analysis, Project Planning, Analysis, Accounting, Time Management, Corporate Finance, Financial Modeling, Statistics, Microsoft Office, Leadership, Advertising, Technical Data Analysis, Essbase
Education
Lehigh University - College of Business and Economics 2010 — 2014
Business Degree, Finance, General, Junior
Inglemoor High School 2007 — 2010
Diploma
UBS October 2013 - Present
Merrill Lynch March 2000 - October 2013
Goldman Sachs August 1993 - March 2000
J.P. Morgan August 1989 - June 1991
Education
UCLA Anderson School of Management 1991 — 1993
Master of Business Administration (MBA), Finance/Strategic Planning
Lehigh University 1985 — 1989
Bachelor of Science (B.S.), Finance
Edge Wealth Management December 2014 - Present
J.P. Morgan July 2014 - November 2014
J.P. Morgan May 2013 - August 2013
Neuberger Berman May 2012 - August 2012
Skills
Equities, Hedge Funds
Education
Lehigh University - College of Business and Economics 2010 — 2014
Scarsdale High School
BMO Capital Markets November 2010 - Present
Merrill Lynch July 2008 - September 2010
J.P. Morgan February 2008 - June 2008
Skills
US Equities, Equity Research, Series 7, Series 63
Education
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Finance, General
Hathaway Brown School
K-12
J.P. Morgan February 2014 - Present
WCBS May 2012 - August 2012
Ezratty, Ezratty, & Levine May 2011 - August 2011
Kardisch, Link, & Associates May 2010 - August 2010
Skills
Organizational..., Negotiation, Social Media, Microsoft Office
Education
Lehigh University
Bachelor of Science, Management
J.P. Morgan July 2014 - Present
J.P. Morgan August 2013 - July 2014
J.P. Morgan June 2013 - August 2013
Lehigh University May 2012 - August 2012
Education
Lehigh University 2009 — 2013
Bachelor of Science (BS), Marketing
J.P. Morgan January 2014 - Present
J.P. Morgan June 2012 - December 2013
Deutsche Bank October 2001 - April 2012
Deutsche Bank Securities October 2001 - October 2011
ABN AMRO September 1999 - July 2001
PriceWaterhouse Coopers May 1999 - September 1999
J.P. Morgan May 1989 - May 1999
Skills
Operational Risk..., Change Management, Operations Management, Vendor Relations, Back Office, Middle Office, Derivatives, Equities, Fixed Income, Financial Markets, Trading Systems, Emerging Markets, Due Diligence, Banking, Equity Derivatives, Regulatory Reporting, Settlements, Restructuring, Market Risk, Risk, FX, Offshoring, Management Consulting, Business Intelligence, Business Management, Financial Planning, Program Management, Onshore, Risk Management
Education
LIU Post 1986 — 1989
B.S. Business Administration and Computer Science, Finance, Accounting
J.P. Morgan August 2013 - Present
BNY Mellon June 2012 - August 2012
Lehigh University August 2009 - May 2012
Corbis June 2011 - August 2011
Skills
Quantitative Analytics, Statistical Modeling, Mathematical Modeling, AMPL, Data Mining
Education
Lehigh University - College of Business and Economics 2009 — 2013
Finance, Finance, Accounting, Business Economics
Lehigh University - College of Business and Economics 2009 — 2013
Financial Mathematics, Finance, Accounting, Business Economics
J.P. Morgan August 2015 - Present
J.P. Morgan May 2014 - August 2015
Molly & Zoey June 2012 - May 2014
Skills
Sales, Customer Service, Microsoft Office, Microsoft Word, Leadership, Management, Marketing, Time Management, Teamwork, Investments
Education
Monmouth University 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Communication, General
LIU Brooklyn 2010 — 2011
Undecided
Veritable, LP 2001 - Present
University of British Columbia 2000 - 2001
Johnson & Johnson 1999 - 1999
J.P. Morgan 1998 - 1998
Skills
Hedge Funds, Alternative Investments, Investments, Portfolio Management, Asset Management, Fund Of Funds, Equities, Bloomberg, Investment Management, Valuation, Private Equity, Fixed Income, Mutual Funds, Corporate Finance, Asset Allocation, Financial Modeling, Due Diligence
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Lehigh University - College of Business and Economics 1996 — 2000
B.S., Finance
High School
The University of British Columbia
SunGard July 2009 - Present
NYU Financial Risk Management January 2008 - May 2009
CIBC World Markets March 2000 - January 2008
Spear Leeds and Kellogg February 1999 - March 2000
JP Morgan July 1995 - February 1999
J.P. Morgan July 1995 - February 1999
Skills
Product Strategy, Customer Relations, Compliance, Equities, Trading, Securities, Capital Markets, Trading Systems, Equity Trading, Risk Management, Business Analysis, Series 7, Order Management, Process Engineering, Product Management, Product Development, Process Improvement, Business Strategy, Client Development, Software Implementation
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Graduate, Financial Risk Management
Rutgers University-New Brunswick 1991 — 1995
B.S., Industrial Engineering, Minor Economics
Lehigh University - College of Business and Economics 1990 — 1991
Finance
J.P. Morgan May 2015 - Present
J.P. Morgan January 2015 - Present
J.P. Morgan January 2014 - Present
J.P. Morgan February 2013 - Present
JPMorgan Chase December 2011 - February 2013
Optimum Re Insurance Company July 2009 - December 2011
Texas Finance Commission/ Office of Consumer Credit Commissioner January 2006 - August 2010
Skills
Credit, Loans, Banking, Investments, Securities, Financial Services, Finance, Investment Banking, Risk Management, Financial Analysis, Accounting, Retail Banking, Financial Risk, Commercial Banking, Mortgage Lending, Credit Cards, Credit Analysis, Underwriting, Credit Risk, Financial Modeling, Insurance
Education
LeTourneau University 2003 — 2005
BBA, Business Administration and Management, General
Kilgore College 1999 — 2001
AAS, Legal Assisting
J.P. Morgan June 2012 - Present
Capgemini 2010 - June 2012
Broadridge 2008 - 2010
Thomson Financial 2004 - 2008
Citigroup 2002 - 2004
Goldman Sachs 1997 - 2001
Education
Long Island University, Brooklyn Campus 2005 — 2007
Master of Science, Computer Science
CBIT, Osmania University
Bachelor of Engineering, Electronics & Communications
Ohio Treasurer of State June 2014 - Present
J.P. Morgan August 2012 - January 2014
JPMorgan January 2010 - August 2012
J.P. Morgan January 2008 - December 2009
J.P. Morgan September 2006 - January 2009
J.P. Morgan October 2004 - September 2006
J.P. Morgan May 2002 - October 2004
J.P. Morgan November 1999 - May 2002
J.P. Morgan December 1997 - November 1999
J.P. Morgan May 1996 - December 1997
Skills
Securities, Mutual Funds, Operations Management, Process Improvement, Process Engineering, Leadership, Banking, Financial Services, Capital Markets, Business Process, Management, Business Analysis, Fixed Income, Program Management, Human Resources, Equities, Portfolio Management, Strategic Financial..., Vendor Management, Financial Analysis, Asset Management, Investments, Trading, Corporate Actions, Finance, Risk Management, Global Custody, Financial Risk, Wealth Management, Relationship Management, Bloomberg, Securities Lending
Education
LeTourneau University 1989 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Wapakoneta 1983 — 1987
J.P. Morgan May 2015 - Present
Wells Fargo January 2009 - May 2015
Skills
Microsoft Excel, Quality Assurance, Access, Data Analytics, MS Excel Pivot Tables, MS Excel Functions, MS Excel Power Pivot, MS Access, Operational Risk..., Analysis, Business Intelligence, Risk Management
Education
Lewis University
Bachelor's Degree, Information Technology Management
Keller Williams Realty May 2012 - Present
Dillard Financial Group, LLC 2001 - Present
Centennial Real Estate, LLC September 2006 - October 2012
EXIT Landmark Realty November 2009 - May 2012
RE/MAX Colonial Homes November 2003 - September 2006
Coldwell Banker Residential Brokerage July 2003 - November 2003
Dean D. Dillard, CPA September 1990 - August 2001
J.P. Morgan March 1985 - September 1990
Deloitte September 1977 - March 1985
Skills
Short Sales, Sellers, Residential Homes, Investment Properties, Buyers, Finance, First Time Home Buyers, Foreclosures, Investors, Luxury, Negotiation, Real Estate, Relocation, Single Family Homes
Education
Long Island University, Brooklyn Campus 1972 — 1977
Bachelor of Science, Accounting
RBC Capital Markets August 2015 - Present
RBC Capital Markets March 2014 - July 2015
BBVA June 2013 - March 2014
Credit Agricole CIB March 2011 - May 2013
J.P. Morgan August 2010 - March 2011
Vets-Help May 2009 - August 2009
Hewlett-Packard May 2008 - June 2008
General Electric Company December 2007 - January 2008
Skills
Financial Modeling, Accounting, Equity Research Analysis, Microsoft Office, Bloomberg Terminal, Capital IQ, Trading, Bloomberg, Capital Markets, Equities, Financial Analysis, Portfolio Management, Due Diligence, Mergers & Acquisitions, Banking, Finance, Credit, Investments, Derivatives, Securities, Investment Banking, Leveraged Finance, Valuation, Structured Finance, Corporate Finance, Credit Analysis, Treasury Management, Private Equity, Fixed Income, Loans, Bonds, Asset Management, Structured Products, Equity Research, Series 7, Financial Risk, Equity Derivatives, Capital Structure
Education
Lehigh University - College of Business and Economics 2006 — 2010
B.S., Finance and Management
CSH
J.P. Morgan June 2010 - Present
Calamander Capital September 2007 - May 2010
Meridian Art Partners February 2007 - May 2010
Christie's January 2009 - April 2009
Phillips de Pury & Company January 2006 - February 2007
Marsh 2004 - 2006
Hiscox June 2003 - December 2003
Skills
Investments, Mutual Funds, Management, Asset Management, Strategy, Portfolio Management, Business Strategy, Fundraising, Finance, Museums, Business Development, Valuation, Asset Managment, Mergers & Acquisitions, Fine Art, Private Equity, Investment Banking, Business Planning, Financial Services, Banking, Art, Wealth Management, Global Marketing, CRM, New Business Development, Alternative Investments, Marketing
Education
The University of Manchester 2002 — 2003
MA, Art Business (Sotheby's Institute of Art London)
The University of Georgia 1998 — 2002
BA, English & History of Art with High Honors
University of Oxford 2001 — 2001
English Literature
Leopold-Franzens Universität Innsbruck 2000 — 2000
Austrian & European History & Literature
KPMG August 2012 - Present
Blue Canopy Group, LLC June 2011 - July 2012
•Principal at Independent Accounting Services July 2009 - May 2011
Citigroup, Inc June 2004 - June 2009
J.P. Morgan 2001 - 2004
Viacom, Inc 1998 - 2001
Skills
NIST, COBIT, Security, Risk Management, Visio, IT Audit, Program Management, Project Management, Information Security, Finance, SDLC, Disaster Recovery, Sarbanes-Oxley Act, Consulting, Business Process, Management, Information Technology, IT Management, Data Center, Auditing, Risk Assessment, Internal Audit, CRM, Financial Risk, Quality Assurance, Project Planning, Internal Controls, Testing, Computer Security, Software Documentation, Data Analysis, Financial Analysis
Education
Slakesoft 2012 — 2012
SAP FICO Module
Long Island University, Brooklyn Campus 1986 — 1988
MS, Accounting
Long Island University, Brooklyn Campus 1984 — 1986
MBA, Management Information Systems
Discover Financial Services 2014 - Present
Northern Trust 2004 - 2014
J.P. Morgan 2003 - 2004
Bank of America 1997 - 2003
Federal Home Loan Bank of Chicago 1994 - 1997
Continental Illinois National Bank 1989 - 1994
First National Bank of Chicago 1983 - 1989
EY 1980 - 1983
Skills
Capital Markets, Banking, Portfolio Management, Asset Management, Derivatives, Hedge Funds, Securities, Audit Committee, Executive Reporting, Internal Audit, Internal Controls, AML, Anti Money Laundering, Financial Analysis, Risk Management
Education
Lewis University
Bachelor's Degree, Accounting
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.), Finance
Mercy College 2012 - Present
Molloy College 2009 - 2012
Merrill Lynch 1997 - 2008
J.P. Morgan 1995 - 1997
Goldman Sachs 1993 - 1994
Education
University of Georgia - Terry College of Business 1991 — 1994
PhD, Finance
University of Tennessee College of Law 1988 — 1991
JD, Law
Lipscomb University 1986 — 1988
BS, Accounting
J.P. Morgan October 2011 - Present
24 Asset Management Corp. August 2008 - September 2011
Skills
Microsoft Office, Government, Research, Public Speaking, Customer Service, Project Management, Strategic Planning, Microsoft Excel, Policy, Change Management, Program Management, Microsoft Word, Data Analysis, Accounting, Negotiation, Banking, Analysis, Leadership, Mortgage Lending
Education
San Diego Mesa College 2011 — 2015
American Sign Language
Lindsey Wilson College 2002 — 2006
Bachelor of Arts (BA), Communication and Media Studies
J.P. Morgan May 2011 - Present
Paramax Capital Partners, LLC October 2003 - April 2011
CIBC World Markets 1994 - 2000
Skills
Capital Markets, Fixed Income, Investment Banking, Hedge Funds, Alternative Investments, Asset Management, Derivatives, Due Diligence, Equities, Portfolio Management, Private Equity, Securities, Structured Products, Trading, Valuation, Bloomberg
Education
Lehigh University - College of Business and Economics 1987 — 1991
CompuCom February 2013 - Present
Insight Global at Reverse Mortgage Solutions July 2013 - January 2014
Pinnacle Technical Resources at Merck & Co., Inc. April 2013 - July 2013
Insight Global through CompuCom February 2013 - March 2013
PC Solutions November 2009 - November 2012
Wachovia Securities, LLC July 2008 - December 2008
Wachovia Bank December 2006 - July 2008
Wachovia Securities, LLC June 2003 - November 2006
Banc of America Securities December 2000 - April 2002
J.P. Morgan October 1997 - December 2000
Skills
Project Management, Vendor Management, Process Improvement, Software Documentation, MS Project, Crisis Management
Education
LIU Post 1984 — 1987
MBA, Management
University of Delaware 1977 — 1982
BA, Chemisrty
University of Delaware 1977 — 1982
BS, Plant Science
PMP Training at CPCC
State Street November 2014 - Present
Commonwealth of Massachusetts, Department of Public Health March 2012 - October 2014
J.P. Morgan August 2011 - March 2012
Comcast May 2009 - July 2011
Idexcel September 2008 - April 2009
Kantipur Engineering College December 2004 - August 2006
Skills
Java, JSP, JSF, Spring, Hibernate, Ant, Web Services, RichFaces, Web Applications, Integration, HTML, CSS, JavaScript, AJAX, JQuery, JSON, Servlets, Struts, MySQL, Oracle, Maven, Tomcat, SOAP, REST, XML, Eclipse, Linux, MVC, JPA, Atlassian JIRA, Tortoise SVN, ClearQuest, UML, Weblogic, Git, Quality Center, Python, MongoDB, Spring Framework
Education
Lincoln University (CA) 2006 — 2008
Master of Business Administration (M.B.A.), Manangement Information System
Tribhuvan University, Nepal 2000 — 2004
BE, Computer Engineering
J.P. Morgan Investment Management, Inc. January 2000 - Present
J.P.Morgan Capital Corporation January 1996 - December 1999
J.P. Morgan January 1995 - January 1996
J.P. Morgan January 1991 - January 1995
J.P. Morgan January 1987 - January 1991
JP Morgan November 1985 - January 1987
Exxon July 1981 - November 1985
Exxon July 1979 - July 1981
Skills
Private Equity, Corporate Advisory, Alternative Investments, Venture Capital, IPO, Corporate Finance, Portfolio Management, Valuation, Capital Markets, Corporate Development, Due Diligence, Mergers & Acquisitions, Private Placements, Investment Banking, Equity Capital Markets, Management, M&A experience, Project Finance
Education
Lehigh University 1975 — 1979
BSCE, Civil Engineering and Ocean Enginering
Legal & General Investment Management America August 2015 - Present
University of Virginia Darden School of Business August 2013 - May 2015
Credit Suisse June 2014 - August 2014
Bank of America Merrill Lynch 2010 - 2013
J.P. Morgan May 2009 - August 2009
WestLB June 2008 - August 2009
PricewaterhouseCoopers LLP June 2008 - July 2008
The James Hotel May 2007 - August 2007
Skills
Capital Markets, Investment Banking, Due Diligence, Analysis, Investments
Education
University of Virginia Darden School of Business 2013 — 2015
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science (BS), Finance
Forest City Ratner Companies March 2012 - Present
Forest City Ratner Companies March 2004 - March 2012
Tishman Speyer 2007 - 2008
J.P. Morgan 1993 - 2001
Skills
Real Estate Finance, Real Estate Investment, Real Estate Development, Dispositions
Education
New York University 1990 — 1992
MS, Real Estate
Lehigh University - College of Business and Economics 1984 — 1988
BS, Finance
J.P. Morgan January 2015 - Present
J.P. Morgan June 2012 - December 2014
JP Morgan September 2008 - June 2012
Bear Stearns July 2007 - September 2008
Thomson Financial June 2006 - August 2006
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance, Psychology
Universitat Pompeu Fabra 2006 — 2006
Barcelona Study Abroad, International Business
The Fairman Group Family Office October 2012 - Present
Aegis Capital Management February 2009 - September 2012
Diamond Lake Investment Group March 2008 - May 2008
Deutsche Asset Management November 2006 - March 2008
Goldman Sachs Asset Management January 2002 - January 2004
J.P. Morgan June 1996 - January 2002
Merrill Lynch May 1994 - June 1996
Bankers Trust Company July 1993 - May 1994
Skills
Leveraged Finance, Financial Analysis, Accounting, Alternative Investments, Tax, Financial Modeling, Hedge Funds, High Yield, Finance, Private Equity, Capital Markets, Portfolio Management, Asset Allocation, Equities, Fixed Income, Bloomberg, Asset Management, Valuation, Investments
Education
Lehigh University 1989 — 1993
Bachelor of Science (BS), Finance
J.P. Morgan April 2014 - Present
J.P. Morgan July 2012 - April 2014
J.P. Morgan June 2011 - August 2011
Skills
Matlab, C++, VBA, R, Perl, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, Stochastic Calculus, Stochastic Processes, Machine Learning, Hidden Markov Models, Cluster Analysis, Financial Econometrics, Quantitative Finance, Portfolio Management, Derivatives, Fixed Income, Trading, Trading Systems, Options
Education
Lehigh University 2007 — 2012
Bachelor of Science (BS), Mechanical Engineering, Highest Honors
Lehigh University 2007 — 2012
Bachelor of Science (BS), Integrated Business and Engineering: Finance, Highest Honors
CITIBANK, NA February 2011 - Present
J.P. MORGAN 2009 - February 2011
J.P. MORGAN 2003 - 2008
J.P. MORGAN 1994 - 2003
BANKERS TRUST COMPANY 1986 - 1994
MUNICIPAL CREDIT UNION 1983 - 1986
Skills
Global Custody, Change Management, Financial Services, Business Process..., Risk Management, Process Improvement, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finace
Lehigh University 1979 — 1983
BS, Biology and Economics
J.P. Morgan May 2015 - Present
Mitsubishi Electric Research Laboratory June 2014 - December 2014
Argonne National Laboratory June 2012 - August 2012
SAS May 2011 - August 2011
TX Investment Consulting Co. May 2009 - August 2009
Education
Lehigh University 2010 — 2015
Ph.D. Industrial Engineering (Operations Research)
State University of New York at Buffalo 2008 — 2010
M.S. Finance, M.A. Mathematics
Nankai University 2004 — 2008
B.S. Mathematics
J.P. Morgan October 2012 - Present
JPMorgan Chase August 2010 - September 2012
Valentino USA June 2009 - August 2009
Southard Communications June 2008 - August 2008
Camp Che-Na-Wah June 2004 - August 2007
Skills
Microsoft Excel, PowerPoint, SharePoint, Confirmit, Taleo, Manager Connection, PEAX, Business Objects, CompConnect
Education
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science, Finance and Marketing
The American University of Paris 2009 — 2009
North Carolina Department of Transportation August 2006 - Present
Park Ford Louisville, Ohio June 1999 - September 2004
Park Acura/Honda April 1995 - May 1999
J.P. Morgan June 1991 - April 1995
Skills
Business Analysis, Project Management, Software Development, Strategic Planning, Team Leadership, Business Development, Business Planning, Customer Service, Account Management, Budgets, Microsoft Office, Team Building, Requirements Gathering, Analytics, Management, Testing, Process Improvement
Education
Lehigh University - College of Business and Economics 1987 — 1991
Bachelor of Science (BS), Finance, Computer Science Minor
JPMorgan Chase April 2013 - Present
M & M ENTERPRISE June 2010 - Present
PHI November 2008 - December 2012
J.P. Morgan May 2000 - November 2008
Skills
Financial Analysis, Management Accounting, Managerial Finance, General Ledger, GAAP, Financial Reporting, Business Process..., Budgets, Forecasting, Sarbanes-Oxley Act, Accounting, Variance Analysis, Internal Audit, Auditing, Sarbanes-Oxley, Account Reconciliation, Internal Controls, Accounts Payable, Hyperion Enterprise
Education
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Master, Human Resources Management
Lincoln University 1996 — 2000
Bachelor of Act, Accounting
Ramius LLC July 2014 - Present
J.P. Morgan May 2013 - July 2014
Morgan Stanley July 2012 - May 2013
Rothstein Kass October 2007 - July 2012
Skills
Hedge Funds, Private Equity, Fund Of Funds, Financial Reporting, Partnership Taxation, K-1, Accounting, Finance, Auditing, Alternative Investments, Financial Analysis, Tax, US GAAP, Mutual Funds, Valuation, SEC filings, Financial Modeling, GAAP, Financial Statements, CPA
Education
Lehigh University 2006 — 2007
Master of Science (MS), Accounting
Lehigh University 2004 — 2006
Bachelor of Science (BS), Finance
The University of Connecticut 2002 — 2004
Ladder Capital March 2015 - Present
J.P. Morgan June 2012 - October 2014
J.P. Morgan June 2011 - August 2011
Bloomberg June 2010 - August 2010
New York Mets May 2009 - August 2009
Divine Capital Markets July 2008 - August 2008
MBF Clearing Corp. June 2007 - August 2007
Education
Lehigh University - College of Business and Economics 2008 — 2012
Finance
Horace Mann School
Morgan Stanley May 2013 - Present
J.P. Morgan November 2006 - May 2013
Citi February 2006 - November 2006
Skills
Investment Banking, Capital Markets, Corporate Finance, Trading, Financial Modeling, Loans, Investments, Equities
Education
Lincoln University 2001 — 2004
Bachelor of Finance and Banking
The PrivateBank March 2013 - Present
J.P. Morgan June 2010 - March 2013
Northern Trust 2008 - 2010
GE REAL ESTATE, BUSINESS 2006 - 2008
OMGEO, A Thompson Financial Company 2004 - 2006
Northern Trust January 2000 - January 2004
Skills
Fixed Income, Banking, Investments, CRM, Analysis, SDLC, Credit, Financial Risk, Management, Finance, Financial Analysis
Education
Lewis University
BA, Business and Marketing
The Blackstone Group April 2014 - Present
Vendor Assistance Program June 2012 - October 2014
J.G. Wentworth October 2010 - October 2013
BlackRock May 2009 - April 2012
R3 Capital/Lehman Brothers 2007 - 2009
Bank of America 2001 - 2007
Creditex 1999 - 2001
J.P. Morgan 1992 - 1999
Paine Webber 1987 - 1990
Skills
Structured Products, Fixed Income, Structured Finance, Capital Markets, Hedge Funds, Alternative Investments, Securitization, Derivatives, Investment Banking, Portfolio Management, ABS, CDO, Credit Derivatives, MBS, CLO
Education
Lehigh University - College of Business and Economics
BS, Finance
NYU Stern School of Business
MBA, Finance/International Business
J.P. Morgan July 2015 - Present
JPMorgan Asset Management August 2011 - July 2015
Morrison & Foerster LLP June 2010 - August 2010
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Finance and Marketing
US Department of Defense February 2008 - Present
J.P. Morgan April 2005 - February 2008
Wolters Kluwer Law & Business 2005 - 2006
Thomson Reuters 2001 - 2005
Skills
Military, Intelligence, Security Clearance, DoD, Defense, Government Contracting, Supplier Negotiation, Supply Management, Contract Negotiation, Sales Process, Operations Management
Education
Naval Submarine School 2008 — 2008
Liberty University 1999 — 2001
Business Administration and Management, General
OSF HealthCare April 2015 - September 2015
Wells Fargo May 2014 - March 2015
Oracle April 2012 - May 2013
J.P. Morgan January 2011 - April 2012
Wipro June 2009 - January 2011
Skills
Finance, Investment Banking, Management, Portfolio Management, Analysis, Banking, Accounting, Financial Risk, Internal Audit, Bloomberg, Equities, Managerial Finance, Auditing, Mergers & Acquisitions, Account Reconciliation, Payroll, Fixed Income, Valuation, Credit, Capital Markets, Financial Services, Investments, Sarbanes-Oxley Act, Team Management, Business Analysis, MIS, Financial Analysis, Forecasting, Analytics
Education
Lincoln University (CA) 2013 — 2015
Master of Business Administration (MBA)
GITAM UNIVERSITY 2006 — 2009
Bachelors in Business Management
J.P. Morgan November 2010 - Present
JPMorgan Chase February 2002 - Present
JPMorgan Chase February 2002 - Present
Chase Home Finance February 2003 - November 2010
Feburay-2002 February 2002 - July 2009
LaSalle Mortgage Group March 1998 - April 2001
Skills
Mortgage Lending, FHA, First Time Home Buyers, Loans, Underwriting, Sales, Refinance, Finance
Education
Wilberforce University 1981 — 1985
Lewis University
Wilberforce University
J.P. Morgan May 2014 - December 2014
CIBT February 2013 - September 2013
Goldman, Sachs & Co April 2001 - September 2011
Goldman Sachs 2001 - 2011
Skills
Risk Management /..., Process Improvement, Regulatory compliance, Procedure Development, Document Management, Completed Practical..., Risk Management, Project Management, Equities, Management, CRM, Due Diligence, Investments, Financial Risk, Financial Services
Education
Long Island University, Brooklyn Campus
J.P. Morgan July 1999 - Present
Education
NYU Stern School of Business 1995 — 1999
MBA, Finance
Lehigh University 1988 — 1992
BS, Finance
Imperial Capital Bank 2013 - Present
J.P. Morgan 2004 - 2013
UBS Investment Bank 2000 - 2003
Skills
Equity Research, Equity Valuation, Investment Banking, Capital Markets, Options, Equities, Valuation, Hedge Funds, Alternative Investments, Fixed Income, Securities, Series 7, Bloomberg, Financial Modeling, Derivatives
Education
Lehigh University 1988 — 1991
Bachelor of Science (BS), Finance, General
New York University
Master of Business Administration (M.B.A.), Finance, General
J.P. Morgan 2012 - Present
MF Global December 2001 - November 2011
Skills
Equities, Trading Systems, Derivatives, Electronic Trading, Options, Trading, Financial Services, Securities, Financial Markets
Education
Lewis University
Bachelor of Business Administration (BBA)
Lyons Township HS
Standard & Poor's May 1996 - Present
J.P. Morgan February 1986 - May 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Research, Outlook, Public Speaking, Budgets
Education
LIU Brooklyn
Bachelor of Science (BS), Accounting
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Morgan Stanley October 2005 - Present
Merrill Lynch September 2003 - August 2005
J.P. Morgan March 1999 - June 2003
Skills
PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets
Education
Lehigh University 1985 — 1989
Finance and Economics
First Data Corporation May 2002 - December 2013
First Data Corporation October 2000 - April 2002
First Data Corporation April 1996 - October 2000
J.P. Morgan April 1975 - April 1996
Skills
Credit Cards, Payments, Credit, Call Centers, Accounts Receivable, Training, Leadership, Process Improvement, Management, Customer Satisfaction, Budgets, Team Building, Program Management, Coaching, Strategy, Banking, Risk Management, Financial Services
Education
Lewis University 1990 — 1992
Business Administration and Management, General
J.P. Morgan February 2015 - Present
Crédit Agricole CIB June 2014 - February 2015
J.P. Morgan June 2013 - August 2013
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Finance
JPMorgan Chase May 2014 - Present
J.P. Morgan September 2004 - April 2014
J.P. Morgan August 2001 - August 2004
Skills
Leadership, Strategic..., High Performance Teams, Manage Complex..., Employee Development, Training and Development, Performance Measurement, Communication, Regulatory Compliance
Education
LIU Post
Master of Business Administration (MBA), Business Administration and Management, General
St. John's University
Master's degree, Elementary Education and Teaching