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
Employee
Years
Job
Industry
Mili Conde Mili Conde's J.P. Morgan Experience January 2015 - Present
Job Student at Monroe College
Industry
Alexander Hartelust Alexander Hartelust's J.P. Morgan Experience June 2013 - Present
Job Corporate Investment Bank Analyst at J.P.Morgan Chase & Co.
Industry Investment Banking
Experience
J.P. Morgan June 2013 - Present
First Investors December 2012 - May 2013
AXA Equitable May 2012 - November 2012
Skills
Bloomberg, Microsoft Office, Financial Analysis, Financial Modeling, Financial Markets, Investment Banking, Finance, Equities, Valuation, Derivatives, Risk Management, Trading, Financial Risk, Securities, Hedge Funds, Fixed Income, Bloomberg Terminal, Bonds, Corporate Finance, Trading Systems, FINRA, Economics, Capital Markets
Education
Monmouth University 2011 — 2013
Bachelor of Science (B.S.), Economics and Finance
Middlesex County College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts, Concentration in Business
J.P. Morgan June 2013 - Present
First Investors December 2012 - May 2013
AXA Equitable May 2012 - November 2012
Skills
Bloomberg, Microsoft Office, Financial Analysis, Financial Modeling, Financial Markets, Investment Banking, Finance, Equities, Valuation, Derivatives, Risk Management, Trading, Financial Risk, Securities, Hedge Funds, Fixed Income, Bloomberg Terminal, Bonds, Corporate Finance, Trading Systems, FINRA, Economics, Capital Markets
Education
Monmouth University 2011 — 2013
Bachelor of Science (B.S.), Economics and Finance
Middlesex County College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts, Concentration in Business
Brandon Center's J.P. Morgan Experience August 2013 - May 2015
Job Associate Treasury Sales at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. May 2015 - Present
J.P. Morgan August 2013 - May 2015
J.P. Morgan June 2013 - August 2013
Skills
Data Analysis, Time Management, Management, Microsoft Excel, Public Speaking, Microsoft Office, Networking, Finance, Adaptability, Team Leadership, Intellectually Curious, Competitive, Determination, Communication, Innovation, Securities, Client Billing, Risk Analysis, Bloomberg, Capital IQ, Process Improvement, SQL, Client Issue Resolution, Six Sigma, Operations Management, Treasury Services, Microsoft Word, Customer Service, Teamwork, Research, Leadership, PowerPoint, Social Media
Education
The University of Texas at Dallas
Bachelor of Science (BS), Corporate & Investment Finance
Centenary College of Louisiana
Business Finance
Millsaps College
Pre-Med
John Paul II High School
JPMorgan Chase & Co. May 2015 - Present
J.P. Morgan August 2013 - May 2015
J.P. Morgan June 2013 - August 2013
Skills
Data Analysis, Time Management, Management, Microsoft Excel, Public Speaking, Microsoft Office, Networking, Finance, Adaptability, Team Leadership, Intellectually Curious, Competitive, Determination, Communication, Innovation, Securities, Client Billing, Risk Analysis, Bloomberg, Capital IQ, Process Improvement, SQL, Client Issue Resolution, Six Sigma, Operations Management, Treasury Services, Microsoft Word, Customer Service, Teamwork, Research, Leadership, PowerPoint, Social Media
Education
The University of Texas at Dallas
Bachelor of Science (BS), Corporate & Investment Finance
Centenary College of Louisiana
Business Finance
Millsaps College
Pre-Med
John Paul II High School
Bethanie Glawson Bethanie Glawson's J.P. Morgan Experience August 2011 - December 2013
Job Regulatory Counsel at Mariner Holdings
Industry Financial Services
Experience
Mariner Holdings April 2015 - Present
Empower Retirement January 2014 - April 2015
J.P. Morgan August 2011 - December 2013
Miller & Glawson, L.L.C. January 2007 - August 2011
The Glades Firm June 2001 - June 2004
Education
University of Missouri-Kansas City School of Law 2004 — 2007
Doctor of Law (JD)
Missouri Southern State University 1998 — 2002
Bachelor of Science (B.S.)
Mariner Holdings April 2015 - Present
Empower Retirement January 2014 - April 2015
J.P. Morgan August 2011 - December 2013
Miller & Glawson, L.L.C. January 2007 - August 2011
The Glades Firm June 2001 - June 2004
Education
University of Missouri-Kansas City School of Law 2004 — 2007
Doctor of Law (JD)
Missouri Southern State University 1998 — 2002
Bachelor of Science (B.S.)
Linda Mareni Linda Mareni's J.P. Morgan Experience June 2010 - December 2010
Job Corporate Finance Securitisation at Commonwealth Bank of Australia
Industry Banking
Experience
Commonwealth Bank of Australia May 2011 - January 2013
J.P. Morgan June 2010 - December 2010
Harrods December 2008 - October 2009
J.P. Morgan May 2007 - October 2008
State Street September 2006 - May 2007
Westpac May 2004 - July 2006
Skills
Corporate Finance, Banking, Credit, Loans, Retail Banking, Portfolio Management, Credit Risk, Credit Analysis, Commercial Banking, Risk Management, Financial Risk, Wealth Management, Financial Analysis, Investments
Education
Monash University 2000 — 2003
Bachelor of Commerce (B.Com.), Accounting and Finance
Taylor College 1999 — 2000
Certificate IV in Business
Commonwealth Bank of Australia May 2011 - January 2013
J.P. Morgan June 2010 - December 2010
Harrods December 2008 - October 2009
J.P. Morgan May 2007 - October 2008
State Street September 2006 - May 2007
Westpac May 2004 - July 2006
Skills
Corporate Finance, Banking, Credit, Loans, Retail Banking, Portfolio Management, Credit Risk, Credit Analysis, Commercial Banking, Risk Management, Financial Risk, Wealth Management, Financial Analysis, Investments
Education
Monash University 2000 — 2003
Bachelor of Commerce (B.Com.), Accounting and Finance
Taylor College 1999 — 2000
Certificate IV in Business
David Hild's J.P. Morgan Experience September 2011 - March 2013
Job Account Services Executive at ESPN
Industry Marketing and Advertising
Experience
ESPN January 2014 - Present
ESPN April 2013 - December 2013
Major League Lacrosse December 2011 - August 2013
J.P. Morgan September 2011 - March 2013
The Bunker September 2009 - May 2011
J.P. Morgan June 2010 - August 2010
Camp Merriwood For Girls June 2006 - August 2009
Education
Middlebury College 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Kingswood Oxford 2000 — 2007
ESPN January 2014 - Present
ESPN April 2013 - December 2013
Major League Lacrosse December 2011 - August 2013
J.P. Morgan September 2011 - March 2013
The Bunker September 2009 - May 2011
J.P. Morgan June 2010 - August 2010
Camp Merriwood For Girls June 2006 - August 2009
Education
Middlebury College 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Kingswood Oxford 2000 — 2007
Angelo Brucchieri Angelo Brucchieri's J.P. Morgan Experience June 2011 - March 2013
Job Financial Services
Industry Financial Services
Experience
IQ Ad Net June 2015 - Present
ICM Marketing May 2014 - May 2015
JPMorgan Chase March 2013 - March 2014
J.P. Morgan June 2011 - March 2013
Merrill Lynch June 2010 - November 2010
Morgan Stanley Smith Barney June 2005 - 2010
Skills
Series 7, Wealth Management, Credit, Securities, Private Banking, Investments, Portfolio Management, Banking, Loans, Mortgage Lending, Asset Management, Capital Markets, Credit Analysis, Equities, Financial Advisory, Financial Services, Mutual Funds, Strategy, Structured Finance, Credit Risk, Finance, Fixed Income, Retirement Planning, Strategic Financial..., Wealth Management..., Relationship Management, Loan Origination, Financial Risk, Risk Management, Retail Banking, Cash Management, Mortgage Banking, Consumer Lending, FINRA, High Net Worth..., Sales, Wealth, Securities Lending, Commercial Lending, Residential Mortgages, Credit Cards
Education
Montclair State University 1997 — 2002
Economics
IQ Ad Net June 2015 - Present
ICM Marketing May 2014 - May 2015
JPMorgan Chase March 2013 - March 2014
J.P. Morgan June 2011 - March 2013
Merrill Lynch June 2010 - November 2010
Morgan Stanley Smith Barney June 2005 - 2010
Skills
Series 7, Wealth Management, Credit, Securities, Private Banking, Investments, Portfolio Management, Banking, Loans, Mortgage Lending, Asset Management, Capital Markets, Credit Analysis, Equities, Financial Advisory, Financial Services, Mutual Funds, Strategy, Structured Finance, Credit Risk, Finance, Fixed Income, Retirement Planning, Strategic Financial..., Wealth Management..., Relationship Management, Loan Origination, Financial Risk, Risk Management, Retail Banking, Cash Management, Mortgage Banking, Consumer Lending, FINRA, High Net Worth..., Sales, Wealth, Securities Lending, Commercial Lending, Residential Mortgages, Credit Cards
Education
Montclair State University 1997 — 2002
Economics
Samuel Bordenave's J.P. Morgan Experience June 2010 - June 2011
Job Business development intern at Tesla Motors
Industry Renewables & Environment
Experience
Tesla Motors June 2015 - August 2015
E-Cube Strategy Consultants January 2012 - July 2014
J.P. Morgan June 2010 - June 2011
Skills
Renewable Energy, Energy, Financial Structuring, Consulting, Business Strategy, Natural Gas, Electric Power, Problem Solving, Project Management, Team Leadership, Statistical Modeling, Teamwork, Financial Modeling, Utilities, Biomass
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), General Management, Entrepreneurship, Economics, Finance
Ecole nationale supérieure des Mines de Paris 2008 — 2012
Master's Degree, Civil engineering
Preparatory School, Lycee Henri IV 2006 — 2008
Tesla Motors June 2015 - August 2015
E-Cube Strategy Consultants January 2012 - July 2014
J.P. Morgan June 2010 - June 2011
Skills
Renewable Energy, Energy, Financial Structuring, Consulting, Business Strategy, Natural Gas, Electric Power, Problem Solving, Project Management, Team Leadership, Statistical Modeling, Teamwork, Financial Modeling, Utilities, Biomass
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), General Management, Entrepreneurship, Economics, Finance
Ecole nationale supérieure des Mines de Paris 2008 — 2012
Master's Degree, Civil engineering
Preparatory School, Lycee Henri IV 2006 — 2008
Susan Narron Susan Narron's J.P. Morgan Experience September 2009 - March 2013
Job Residential Sales Specialist at Better Homes & Gardens Real Estate Kansas City Homes
Industry Real Estate
Experience
Better Homes and Gardens Real Estate Kansas City Homes May 2014 - Present
Self-employed OwnerPuddled Glass Jewelry LLCApril 2013 - Present
J.P. Morgan September 2009 - March 2013
Skills
Sales, Investments, Management, Buyer Representation
Education
Missouri State University 1978 — 1983
Bachelor's degree, Education
Better Homes and Gardens Real Estate Kansas City Homes May 2014 - Present
Self-employed OwnerPuddled Glass Jewelry LLCApril 2013 - Present
J.P. Morgan September 2009 - March 2013
Skills
Sales, Investments, Management, Buyer Representation
Education
Missouri State University 1978 — 1983
Bachelor's degree, Education
jason nnamani jason nnamani's J.P. Morgan Experience September 2013 - Present
Job Financial Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Skills
Small Business Lending, Loans, Consumer Lending, Retail Banking, Lines Of Credit, Commercial Banking, Commercial Lending, Credit Analysis, Credit, Banking, Credit Risk, Cross Selling, Mortgage Lending, Loan Origination, Cash Management, Portfolio Management, Treasury Management
Education
Webster University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance, 3.4
Missouri State University 2005 — 2009
Bachelor of Science (BS), Accounting, 3.0
J.P. Morgan September 2013 - Present
Skills
Small Business Lending, Loans, Consumer Lending, Retail Banking, Lines Of Credit, Commercial Banking, Commercial Lending, Credit Analysis, Credit, Banking, Credit Risk, Cross Selling, Mortgage Lending, Loan Origination, Cash Management, Portfolio Management, Treasury Management
Education
Webster University 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance, 3.4
Missouri State University 2005 — 2009
Bachelor of Science (BS), Accounting, 3.0
Jennifer McCall, MA Jennifer McCall, MA's J.P. Morgan Experience 2000 - 2002
Job Finance executive recognized for the ability to lead teams, drive change, and implement strategies that deliver results
Industry Information Technology and Services
Experience
McCall Business Management October 2013 - Present
Bank of America 2010 - 2013
Bank of America 2007 - 2010
HSBC 2006 - 2007
JPMorgan Chase & Co. 2005 - 2006
JPMorgan Chase & Co. 2002 - 2005
J.P. Morgan 2000 - 2002
Skills
Management, Strategy, Leadership, Business Process..., Finance, Portfolio Management, Financial Services, Project Management, Budgets, Business Strategy, Process Improvement, Recruiting, Change Management, Event Planning, Cross-functional Team..., Program Management, Outsourcing, Team Leadership, Performance Management, Forecasting, Risk Management, Financial Modeling, Strategic Planning, Team Management, Business Planning, Strategic Financial..., Resourceful..., Business Intelligence, Outstanding..., Financial Forecasting, Resource Management, Offshoring, Diversity, IT Financial Management, Financial Reporting, Internal Controls, Business Overhead..., Performance Planning, Staff Development, Business Continuity..., Employee Training, Hands-on Leadership, Succession Planning, Financial Analysis, Executive Reporting, Compensation Structures, Expense Budget..., Strategic Partnerships, Expense Allocation, Governance
Education
Seton Hall University 1991 — 1995
Master's Degree, Corporate & Public Relations; Minor in Business Administration
Montclair State University 1987 — 1990
Bachelor's Degree, Psychology; Minor in Commuincations
McCall Business Management October 2013 - Present
Bank of America 2010 - 2013
Bank of America 2007 - 2010
HSBC 2006 - 2007
JPMorgan Chase & Co. 2005 - 2006
JPMorgan Chase & Co. 2002 - 2005
J.P. Morgan 2000 - 2002
Skills
Management, Strategy, Leadership, Business Process..., Finance, Portfolio Management, Financial Services, Project Management, Budgets, Business Strategy, Process Improvement, Recruiting, Change Management, Event Planning, Cross-functional Team..., Program Management, Outsourcing, Team Leadership, Performance Management, Forecasting, Risk Management, Financial Modeling, Strategic Planning, Team Management, Business Planning, Strategic Financial..., Resourceful..., Business Intelligence, Outstanding..., Financial Forecasting, Resource Management, Offshoring, Diversity, IT Financial Management, Financial Reporting, Internal Controls, Business Overhead..., Performance Planning, Staff Development, Business Continuity..., Employee Training, Hands-on Leadership, Succession Planning, Financial Analysis, Executive Reporting, Compensation Structures, Expense Budget..., Strategic Partnerships, Expense Allocation, Governance
Education
Seton Hall University 1991 — 1995
Master's Degree, Corporate & Public Relations; Minor in Business Administration
Montclair State University 1987 — 1990
Bachelor's Degree, Psychology; Minor in Commuincations
Nick Farrow, CFA Nick Farrow, CFA's J.P. Morgan Experience July 2014 - Present
Job International Banker at JPMorgan Chase
Industry Banking
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan November 2009 - June 2014
Deutsche Bank February 2008 - November 2009
Wells Fargo 2005 - 2008
Skills
Derivatives, Fixed Income, FX Options, Capital Markets, Currency, Hedging, Securities, Private Equity, Risk Management, Alternative Investments, Asset Management, Options, Financial Markets
Education
Monash University
B.Bus, Banking & Finance
J.P. Morgan July 2014 - Present
J.P. Morgan November 2009 - June 2014
Deutsche Bank February 2008 - November 2009
Wells Fargo 2005 - 2008
Skills
Derivatives, Fixed Income, FX Options, Capital Markets, Currency, Hedging, Securities, Private Equity, Risk Management, Alternative Investments, Asset Management, Options, Financial Markets
Education
Monash University
B.Bus, Banking & Finance
Jim Stahl's J.P. Morgan Experience April 2002 - May 2004
Job Analyst at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management September 2013 - Present
Merrill Lynch May 2004 - August 2013
J.P. Morgan April 2002 - May 2004
Hero Capital July 2000 - April 2001
Chase July 1995 - July 2000
Skills
Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Valuation
Education
Middlebury College 1991 — 1995
Bachelor of Arts (BA), Economics
Middlesex School 1988 — 1991
Pine River Capital Management September 2013 - Present
Merrill Lynch May 2004 - August 2013
J.P. Morgan April 2002 - May 2004
Hero Capital July 2000 - April 2001
Chase July 1995 - July 2000
Skills
Capital Markets, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Valuation
Education
Middlebury College 1991 — 1995
Bachelor of Arts (BA), Economics
Middlesex School 1988 — 1991
Justin Valdata Justin Valdata's J.P. Morgan Experience August 2010 - December 2011
Job Consultant at Deloitte
Industry Financial Services
Experience
Deloitte February 2015 - Present
AT&T 2014 - 2014
J.P. Morgan (Corporate Investment Bank) December 2011 - July 2013
J.P. Morgan August 2010 - December 2011
Danner Construction October 2009 - March 2010
MetLife March 2009 - October 2009
Pappadeaux Seafood Kitchen August 2007 - April 2009
MetLife June 2008 - August 2008
Olive Garden May 2003 - May 2007
Flow-Back May 2006 - August 2006
Skills
Microsoft Office, Investments, Microsoft Excel, Customer Service, Leadership, Series 7, Team Building, Investment Banking, Financial Analysis, Process Improvement, Marketing, Public Speaking, PowerPoint, Equities, Financial Services, Management, Life Insurance, Banking, Event Planning, Vendor Management, Project Management, Organization &..., Team Management, Offshore Outsourcing, Global Operations, Global Cross-Functional..., Operational Risk..., Risk Reduction, Analysis, Project Planning, Time Management, Insurance, Organizational..., Business Strategy, Forecasting, Risk Management, Sales, Data Analysis, Financial Modeling, Training, Customer Satisfaction, Portfolio Management
Education
Texas A&M University 2013 — 2014
Master of Business Administration (MBA), Consulting, 3.8
Peking University 2014 — 2014
International Business, 4.0
The University of Texas at Dallas 2007 — 2008
BS, Finance (3.94 GPA)
Queen Mary, U. of London 2007 — 2007
International Business
Midwestern State University 2004 — 2007
BS, Finance
Deloitte February 2015 - Present
AT&T 2014 - 2014
J.P. Morgan (Corporate Investment Bank) December 2011 - July 2013
J.P. Morgan August 2010 - December 2011
Danner Construction October 2009 - March 2010
MetLife March 2009 - October 2009
Pappadeaux Seafood Kitchen August 2007 - April 2009
MetLife June 2008 - August 2008
Olive Garden May 2003 - May 2007
Flow-Back May 2006 - August 2006
Skills
Microsoft Office, Investments, Microsoft Excel, Customer Service, Leadership, Series 7, Team Building, Investment Banking, Financial Analysis, Process Improvement, Marketing, Public Speaking, PowerPoint, Equities, Financial Services, Management, Life Insurance, Banking, Event Planning, Vendor Management, Project Management, Organization &..., Team Management, Offshore Outsourcing, Global Operations, Global Cross-Functional..., Operational Risk..., Risk Reduction, Analysis, Project Planning, Time Management, Insurance, Organizational..., Business Strategy, Forecasting, Risk Management, Sales, Data Analysis, Financial Modeling, Training, Customer Satisfaction, Portfolio Management
Education
Texas A&M University 2013 — 2014
Master of Business Administration (MBA), Consulting, 3.8
Peking University 2014 — 2014
International Business, 4.0
The University of Texas at Dallas 2007 — 2008
BS, Finance (3.94 GPA)
Queen Mary, U. of London 2007 — 2007
International Business
Midwestern State University 2004 — 2007
BS, Finance
Jenny Markey Jenny Markey's J.P. Morgan Experience June 2002 - May 2004
Job Dealer Relationship Manager at GM Financial
Industry Financial Services
Experience
GM Financial September 2014 - Present
Exeter Finance Corp June 2012 - February 2014
JPMorgan Chase February 2009 - June 2012
JPMorgan Chase June 2004 - February 2009
J.P. Morgan June 2002 - May 2004
Skills
Credit, Loans, Equities, Derivatives, Process Improvement, Risk Management, Business Analysis, Software Documentation, Visio, Project Management, SDLC, Finance, Access, Requirements Gathering, Outlook, Change Management, Document Management, Microsoft Excel, Leadership, Quality Assurance, Sales, Team Building, Customer Satisfaction, Customer Service, Negotiation, Sales Management, Management, Training, Account Management, Profit, Operations Management, Banking, Customer Retention, New Business Development, Call Centers, Portfolio Management, Commercial Lending, Consumer Lending, Loss Mitigation, Underwriting, Loan Origination, Business Planning, CRM, Relationship Management, Positive Personality, Financial Services, Credit Analysis, Financial Analysis, Liaison, Strategic Planning
Education
Molloy College 1999 — 2002
BS, BUSINESS MANAGEMENT
GM Financial September 2014 - Present
Exeter Finance Corp June 2012 - February 2014
JPMorgan Chase February 2009 - June 2012
JPMorgan Chase June 2004 - February 2009
J.P. Morgan June 2002 - May 2004
Skills
Credit, Loans, Equities, Derivatives, Process Improvement, Risk Management, Business Analysis, Software Documentation, Visio, Project Management, SDLC, Finance, Access, Requirements Gathering, Outlook, Change Management, Document Management, Microsoft Excel, Leadership, Quality Assurance, Sales, Team Building, Customer Satisfaction, Customer Service, Negotiation, Sales Management, Management, Training, Account Management, Profit, Operations Management, Banking, Customer Retention, New Business Development, Call Centers, Portfolio Management, Commercial Lending, Consumer Lending, Loss Mitigation, Underwriting, Loan Origination, Business Planning, CRM, Relationship Management, Positive Personality, Financial Services, Credit Analysis, Financial Analysis, Liaison, Strategic Planning
Education
Molloy College 1999 — 2002
BS, BUSINESS MANAGEMENT
Jenny Gray Jenny Gray's J.P. Morgan Experience April 2013 - Present
Job Investment Associate at JPMorgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan April 2013 - Present
Morgan Stanley Wealth Management January 2011 - November 2012
Morgan Stanley Wealth Management February 2009 - December 2010
Merrill Lynch February 2007 - February 2009
Education
Midwestern State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
J.P. Morgan April 2013 - Present
Morgan Stanley Wealth Management January 2011 - November 2012
Morgan Stanley Wealth Management February 2009 - December 2010
Merrill Lynch February 2007 - February 2009
Education
Midwestern State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Steven Vento Steven Vento's J.P. Morgan Experience January 2015 - Present
Job Vice President, Private Banker at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan January 2015 - Present
FBR October 2013 - January 2015
Lazard Capital Markets July 2010 - October 2013
Thomas Weisel Partners July 2007 - July 2010
Prudential Equity Group September 2005 - July 2007
Education
Middlebury College 2001 — 2005
Economics, American History (United States)
Christian Brothers Academy 1997 — 2001
J.P. Morgan January 2015 - Present
FBR October 2013 - January 2015
Lazard Capital Markets July 2010 - October 2013
Thomas Weisel Partners July 2007 - July 2010
Prudential Equity Group September 2005 - July 2007
Education
Middlebury College 2001 — 2005
Economics, American History (United States)
Christian Brothers Academy 1997 — 2001
Randall Hammond Randall Hammond's J.P. Morgan Experience March 2010 - Present
Job Managing Director, J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan March 2010 - Present
Morgan Stanley January 2008 - March 2010
Wachovia Securities 2004 - 2008
Morgan Keegan 1999 - 2004
Merrill Lynch 1994 - 1999
United States Marine Corps 1982 - 1994
Skills
Risk Management, Private Banking, Change Management, Segmentation, Asset Managment, Strategy, Wealth Management, Risk Assessment, Investments, Leadership, Talent Management, Management, Process Improvement, Financial Advisory, Mergers, Leadership Development, Capital Markets, Private Equity, Investment Strategies, Management Consulting, Financial Modeling, Business Planning, Banking, Estate Planning, Investment Management, Fixed Income, Equities, Alternative Investments, Team Leadership, Business Development, Financial Services, Finance, Retirement Planning, Investment Banking, Asset Allocation, Team Building, Public Relations, Investment Advisory, Corporate Finance, Wealth Management..., Hedge Funds, Securities, Mergers & Acquisitions, Executive Management, Series 63, Series 7, High Net Worth..., Mutual Funds, Series 24, FINRA
Education
Command and Staff College (USMC) 2001 — 2002
Millsaps College 1977 — 1982
B.A., Political Science
J.P. Morgan March 2010 - Present
Morgan Stanley January 2008 - March 2010
Wachovia Securities 2004 - 2008
Morgan Keegan 1999 - 2004
Merrill Lynch 1994 - 1999
United States Marine Corps 1982 - 1994
Skills
Risk Management, Private Banking, Change Management, Segmentation, Asset Managment, Strategy, Wealth Management, Risk Assessment, Investments, Leadership, Talent Management, Management, Process Improvement, Financial Advisory, Mergers, Leadership Development, Capital Markets, Private Equity, Investment Strategies, Management Consulting, Financial Modeling, Business Planning, Banking, Estate Planning, Investment Management, Fixed Income, Equities, Alternative Investments, Team Leadership, Business Development, Financial Services, Finance, Retirement Planning, Investment Banking, Asset Allocation, Team Building, Public Relations, Investment Advisory, Corporate Finance, Wealth Management..., Hedge Funds, Securities, Mergers & Acquisitions, Executive Management, Series 63, Series 7, High Net Worth..., Mutual Funds, Series 24, FINRA
Education
Command and Staff College (USMC) 2001 — 2002
Millsaps College 1977 — 1982
B.A., Political Science
Edward Jensen Edward Jensen's J.P. Morgan Experience December 2011 - December 2014
Job Pension Analyst at Segal Consulting
Industry Financial Services
Experience
Segal Consulting December 2014 - Present
J.P. Morgan December 2011 - December 2014
Aon Hewitt July 2008 - December 2011
Skills
Benefits Administration, Defined Benefit, Employee Benefits, Outsourcing, Pensions, PeopleSoft, Pension Administration, Process Improvement, Retirement
Education
Monmouth College 2004 — 2008
Bachelor of Arts (B.A.), Mathematics (Statistics) and Business
Segal Consulting December 2014 - Present
J.P. Morgan December 2011 - December 2014
Aon Hewitt July 2008 - December 2011
Skills
Benefits Administration, Defined Benefit, Employee Benefits, Outsourcing, Pensions, PeopleSoft, Pension Administration, Process Improvement, Retirement
Education
Monmouth College 2004 — 2008
Bachelor of Arts (B.A.), Mathematics (Statistics) and Business
Lee Meyer's J.P. Morgan Experience March 2004 - November 2011
Job Small cap international technology research
Industry Financial Services
Experience
Lord, Abbett & Co. LLC January 2015 - Present
Global Technology Investor November 2011 - January 2015
J.P. Morgan March 2004 - November 2011
CLSA June 1999 - March 2004
CLSA December 1996 - May 1999
JIH SUN Securities Investment Consulting December 1994 - November 1996
Skills
Hedge Funds, Equity Research, Equities, Capital Markets, Bloomberg, Investment Banking, Emerging Markets, Derivatives, Alternative Investments, Fixed Income, Valuation, Investment Management, Financial Markets, Equity Derivatives, Asset Management
Education
Monmouth University 1990 — 1993
Bachelor of Science (B.S.), Finance, General
Oberlin College 1988 — 1989
Bachelor's Degree
Lord, Abbett & Co. LLC January 2015 - Present
Global Technology Investor November 2011 - January 2015
J.P. Morgan March 2004 - November 2011
CLSA June 1999 - March 2004
CLSA December 1996 - May 1999
JIH SUN Securities Investment Consulting December 1994 - November 1996
Skills
Hedge Funds, Equity Research, Equities, Capital Markets, Bloomberg, Investment Banking, Emerging Markets, Derivatives, Alternative Investments, Fixed Income, Valuation, Investment Management, Financial Markets, Equity Derivatives, Asset Management
Education
Monmouth University 1990 — 1993
Bachelor of Science (B.S.), Finance, General
Oberlin College 1988 — 1989
Bachelor's Degree
Ryan Ferrell Ryan Ferrell's J.P. Morgan Experience July 2013 - Present
Job Business Intelligence Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2013 - Present
JPMorgan Chase May 2012 - June 2013
JPMorgan Chase March 2011 - September 2012
JPMorgan Chase May 2009 - May 2011
JPMorgan Chase May 2009 - July 2010
JPMorgan Chase July 2007 - May 2009
JPMorgan Chase June 2008 - August 2008
Skills
Process Improvement, Data Analysis, Analytics, Business Process, Management, Leadership, Finance, SQL, SAS, Mergers & Acquisitions, Unix, Auditing, Microsoft Excel, Policy
Education
Syracuse University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Marketing
University of Phoenix 2009 — 2011
Bachelors, Business Finance
Missouri State University 2008 — 2009
Business
J.P. Morgan July 2013 - Present
JPMorgan Chase May 2012 - June 2013
JPMorgan Chase March 2011 - September 2012
JPMorgan Chase May 2009 - May 2011
JPMorgan Chase May 2009 - July 2010
JPMorgan Chase July 2007 - May 2009
JPMorgan Chase June 2008 - August 2008
Skills
Process Improvement, Data Analysis, Analytics, Business Process, Management, Leadership, Finance, SQL, SAS, Mergers & Acquisitions, Unix, Auditing, Microsoft Excel, Policy
Education
Syracuse University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Marketing
University of Phoenix 2009 — 2011
Bachelors, Business Finance
Missouri State University 2008 — 2009
Business
Marius Lipinski Marius Lipinski's J.P. Morgan Experience December 2013 - April 2015
Job Associate AML/KYC Due Diligence
Industry Investment Banking
Experience
Société Générale April 2015 - Present
J.P. Morgan December 2013 - April 2015
Wealth and Investment Management at Barclays April 2012 - November 2013
STAIRE Holdings Limited January 2010 - April 2012
Skills
KYC, Investment Banking, Research, Remediation, AML, Due Diligence, Onboarding, FINRA, New Client..., Compliance, Quality Control, USA PATRIOT Act, OFAC, Bank Secrecy Act, Anti Money Laundering, Quality Assurance, Risk Assessment, Financial Regulation, Sanction
Education
Montclair State University
Bachelor of Arts (BA)
Société Générale April 2015 - Present
J.P. Morgan December 2013 - April 2015
Wealth and Investment Management at Barclays April 2012 - November 2013
STAIRE Holdings Limited January 2010 - April 2012
Skills
KYC, Investment Banking, Research, Remediation, AML, Due Diligence, Onboarding, FINRA, New Client..., Compliance, Quality Control, USA PATRIOT Act, OFAC, Bank Secrecy Act, Anti Money Laundering, Quality Assurance, Risk Assessment, Financial Regulation, Sanction
Education
Montclair State University
Bachelor of Arts (BA)
Jeremy Huston Jeremy Huston's J.P. Morgan Experience August 2003 - August 2006
Job Director of Operations at Autism Quest Inc.
Industry Nonprofit Organization Management
Experience
Autism Quest Inc. March 2014 - Present
Unity Consulting LLC March 2014 - April 2015
Vision Battery USA Inc March 2013 - December 2013
Big-Big-Coupons.com December 2012 - December 2013
Mattingly Properties January 2009 - December 2012
Jim Vaughan Real Estate January 2007 - January 2009
J.P. Morgan August 2003 - August 2006
Skills
Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Project Management, Business Strategy, Microsoft Word, PowerPoint, Negotiation, Team Building, New Business Development, Leadership, Training, Management, Sales, Administration, Recruiting, Strategy, Program Development, Public Speaking, Community Outreach, Nonprofits, Social Media, Coaching, Staff Development, Leadership Development, Volunteer Management, Public Relations, Social Networking, Event Planning, Research, Psychology, Child Development, Adolescents, Fundraising, Social Services, Grant Writing, Curriculum Development, Business Development, Treatment, Case Management, Mental Health, Behavior Management, Curriculum Design
Education
Missouri Southern State University 2009 — 2012
B.S.B.A, Business Administration and Management, General
Northeastern Oklahoma A&M College 2006 — 2008
A.S, Business Administration and Accounting
Autism Quest Inc. March 2014 - Present
Unity Consulting LLC March 2014 - April 2015
Vision Battery USA Inc March 2013 - December 2013
Big-Big-Coupons.com December 2012 - December 2013
Mattingly Properties January 2009 - December 2012
Jim Vaughan Real Estate January 2007 - January 2009
J.P. Morgan August 2003 - August 2006
Skills
Customer Service, Microsoft Office, Strategic Planning, Microsoft Excel, Project Management, Business Strategy, Microsoft Word, PowerPoint, Negotiation, Team Building, New Business Development, Leadership, Training, Management, Sales, Administration, Recruiting, Strategy, Program Development, Public Speaking, Community Outreach, Nonprofits, Social Media, Coaching, Staff Development, Leadership Development, Volunteer Management, Public Relations, Social Networking, Event Planning, Research, Psychology, Child Development, Adolescents, Fundraising, Social Services, Grant Writing, Curriculum Development, Business Development, Treatment, Case Management, Mental Health, Behavior Management, Curriculum Design
Education
Missouri Southern State University 2009 — 2012
B.S.B.A, Business Administration and Management, General
Northeastern Oklahoma A&M College 2006 — 2008
A.S, Business Administration and Accounting
David Travis's J.P. Morgan Experience April 2010 - January 2013
Job Financial Services Representative, Investment Advisor Representative
Industry Investment Management
Experience
MetLife January 2013 - Present
J.P. Morgan April 2010 - January 2013
Springfield Baseball and Softball Academy January 2009 - December 2011
Skills
Strategic Planning, High Net Worth..., Investment Advisory, Portfolio Management, Securities, Financial Analysis, Separately Managed..., Customer Service, Athletic Training, Youth Development, Youth Mentoring, Non-Qualified Tax..., Wealth Management, Business Strategy, Investments, Financial Services, Leadership
Education
Southern Wesleyan University 2003 — 2004
Sports Management
Millikin University 1999 — 2003
Marketing
Rochester High School
Rochester High School
Rochester High School
MetLife January 2013 - Present
J.P. Morgan April 2010 - January 2013
Springfield Baseball and Softball Academy January 2009 - December 2011
Skills
Strategic Planning, High Net Worth..., Investment Advisory, Portfolio Management, Securities, Financial Analysis, Separately Managed..., Customer Service, Athletic Training, Youth Development, Youth Mentoring, Non-Qualified Tax..., Wealth Management, Business Strategy, Investments, Financial Services, Leadership
Education
Southern Wesleyan University 2003 — 2004
Sports Management
Millikin University 1999 — 2003
Marketing
Rochester High School
Rochester High School
Rochester High School
Nickhil Bhave Nickhil Bhave's J.P. Morgan Experience August 2011 - July 2013
Job Senior Product Manager, Amazon Mobile Marketplace
Industry Computer Software
Experience
Amazon July 2015 - Present
Huron River Ventures September 2014 - May 2015
Wolverine Venture Fund September 2013 - May 2015
Amazon May 2014 - August 2014
J.P. Morgan August 2011 - July 2013
Piper Jaffray April 2010 - August 2011
America's Growth Capital 2008 - 2010
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration, MBA, Strategy and Marketing, with High Distinction
Middlebury College 2004 — 2008
Bachelors of Arts, International Politics and Economics, French
Amazon July 2015 - Present
Huron River Ventures September 2014 - May 2015
Wolverine Venture Fund September 2013 - May 2015
Amazon May 2014 - August 2014
J.P. Morgan August 2011 - July 2013
Piper Jaffray April 2010 - August 2011
America's Growth Capital 2008 - 2010
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration, MBA, Strategy and Marketing, with High Distinction
Middlebury College 2004 — 2008
Bachelors of Arts, International Politics and Economics, French
Omar McIntosh Omar McIntosh's J.P. Morgan Experience February 2014 - Present
Job Alternative Investment at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
Private September 2011 - February 2014
Morgan Stanley October 2010 - September 2011
Skills
Microsoft Excel, PowerPoint, Accounting, QuickBooks, Financial Reporting, Time Management, Marketing, Finance, Financial Services, Management
Education
Monroe College 2009 — 2011
MBA, Finance
Monroe College 2005 — 2008
BBA, Accounting
J.P. Morgan February 2014 - Present
Private September 2011 - February 2014
Morgan Stanley October 2010 - September 2011
Skills
Microsoft Excel, PowerPoint, Accounting, QuickBooks, Financial Reporting, Time Management, Marketing, Finance, Financial Services, Management
Education
Monroe College 2009 — 2011
MBA, Finance
Monroe College 2005 — 2008
BBA, Accounting
Demelza Davies Demelza Davies's J.P. Morgan Experience February 2014 - Present
Job Analyst at J.P. Morgan
Industry Public Relations and Communications
Experience
J.P. Morgan February 2014 - Present
United Water September 2013 - December 2013
United Water May 2013 - September 2013
Aesys Inc. January 2013 - May 2013
Adecco Staffing, USA August 2012 - December 2012
United Water May 2012 - August 2012
The Walt Disney Company June 2011 - January 2012
Eastwick Education January 2011 - May 2011
Eastwick College May 2010 - January 2011
WPLJ FM Radio November 2009 - May 2010
Skills
Social Media, Corporate Communications, Facebook, MySpace, YouTube, Social Media Outreach, Social Networking, Blogging, Creative Writing, QuickBooks, Organizational..., Customer Service, Administration Jobs, Public Speaking, Public Relations, PowerPoint, Microsoft Word, Editing, Management, Microsoft Excel, Leadership
Education
Montclair State University 2011 — 2013
M.A, Public & Organizational Relations
Ramapo College of New Jersey 2008 — 2010
B.A, Communications
J.P. Morgan February 2014 - Present
United Water September 2013 - December 2013
United Water May 2013 - September 2013
Aesys Inc. January 2013 - May 2013
Adecco Staffing, USA August 2012 - December 2012
United Water May 2012 - August 2012
The Walt Disney Company June 2011 - January 2012
Eastwick Education January 2011 - May 2011
Eastwick College May 2010 - January 2011
WPLJ FM Radio November 2009 - May 2010
Skills
Social Media, Corporate Communications, Facebook, MySpace, YouTube, Social Media Outreach, Social Networking, Blogging, Creative Writing, QuickBooks, Organizational..., Customer Service, Administration Jobs, Public Speaking, Public Relations, PowerPoint, Microsoft Word, Editing, Management, Microsoft Excel, Leadership
Education
Montclair State University 2011 — 2013
M.A, Public & Organizational Relations
Ramapo College of New Jersey 2008 — 2010
B.A, Communications
Lacey Farrell Lacey Farrell's J.P. Morgan Experience August 2013 - September 2014
Job Investment Associate at CareGroup Investment Office
Industry Investment Management
Experience
CareGroup Investment Office September 2014 - Present
J.P. Morgan August 2013 - September 2014
Beacon Capital Partners June 2012 - August 2012
Goldman Sachs June 2008 - June 2011
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Middlebury College 2004 — 2008
BA, History
CareGroup Investment Office September 2014 - Present
J.P. Morgan August 2013 - September 2014
Beacon Capital Partners June 2012 - August 2012
Goldman Sachs June 2008 - June 2011
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Middlebury College 2004 — 2008
BA, History
Peter Cuderman, MBA's J.P. Morgan Experience May 2013 - March 2014
Job President at PR Zebra / USMC / Adjunct Professor at FGCU
Industry Public Relations and Communications
Experience
PR Zebra April 2015 - Present
United States Marine Corps June 2015 - Present
Florida Gulf Coast University March 2014 - Present
Cuderman Consulting March 2014 - April 2015
J.P. Morgan May 2013 - March 2014
Florida Gulf Coast University April 2012 - April 2013
Florida Student Association April 2012 - April 2013
Small Business Development Center September 2010 - April 2012
Skills
Strategic Planning, Fundraising, Public Speaking, Non-profits, PowerPoint, Microsoft Office, Coaching, Program Management, Small Business..., Research and Development, Data Analysis, Knowledge Management, E-commerce, Risk Management, Team Management, Nonprofits, Event Management, Marketing, Business Development, Customer Service, Leadership, Microsoft Excel, Public Relations, Time Management, Social Media, Budgets, Strategy, Social Networking, Management, Leadership Development, Event Planning, Negotiation, Team Building, Teamwork, Training, Microsoft Word, Research, Outlook, Community Outreach, Social Media Marketing, Team Leadership, Entrepreneurship, Small Business, Policy, Analysis, Facebook, Government, Organizational...
Education
William Mitchell College of Law 2015 — 2018
Juris Doctor (J.D.), Law
Florida Gulf Coast University 2011 — 2013
MBA, Management
College Leadership Florida 2012 — 2012
Florida Gulf Coast University 2009 — 2011
Bachelor of Science Degree, Legal Studies
PR Zebra April 2015 - Present
United States Marine Corps June 2015 - Present
Florida Gulf Coast University March 2014 - Present
Cuderman Consulting March 2014 - April 2015
J.P. Morgan May 2013 - March 2014
Florida Gulf Coast University April 2012 - April 2013
Florida Student Association April 2012 - April 2013
Small Business Development Center September 2010 - April 2012
Skills
Strategic Planning, Fundraising, Public Speaking, Non-profits, PowerPoint, Microsoft Office, Coaching, Program Management, Small Business..., Research and Development, Data Analysis, Knowledge Management, E-commerce, Risk Management, Team Management, Nonprofits, Event Management, Marketing, Business Development, Customer Service, Leadership, Microsoft Excel, Public Relations, Time Management, Social Media, Budgets, Strategy, Social Networking, Management, Leadership Development, Event Planning, Negotiation, Team Building, Teamwork, Training, Microsoft Word, Research, Outlook, Community Outreach, Social Media Marketing, Team Leadership, Entrepreneurship, Small Business, Policy, Analysis, Facebook, Government, Organizational...
Education
William Mitchell College of Law 2015 — 2018
Juris Doctor (J.D.), Law
Florida Gulf Coast University 2011 — 2013
MBA, Management
College Leadership Florida 2012 — 2012
Florida Gulf Coast University 2009 — 2011
Bachelor of Science Degree, Legal Studies
Harveer Bhalla Harveer Bhalla's J.P. Morgan Experience July 2013 - Present
Job Investment Management Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan May 2012 - August 2012
The MayFair Hotel, Edwardian Group London June 2011 - August 2011
Bank of America June 2008 - June 2008
Skills
Microsoft Office, French, Microsoft Excel, Word, Excel, PowerPoint, Access, Python, Java, Public Speaking, Economics, Microsoft Word, Financial Analysis, Finance, Alternative Investments, Analysis, Bloomberg, Financial Modeling
Education
New York University 2011 — 2013
Bachelor of Arts (BA), Economics
Monmouth University 2009 — 2011
Bachelor of Science (BSc), Economics, 3.8
Dr. Challoner's Grammar School 2002 — 2009
A Levels, Economics, Mathematics, Further Mathematics, Sport and Physical Education
Alpha Preparatory School
J.P. Morgan July 2013 - Present
J.P. Morgan May 2012 - August 2012
The MayFair Hotel, Edwardian Group London June 2011 - August 2011
Bank of America June 2008 - June 2008
Skills
Microsoft Office, French, Microsoft Excel, Word, Excel, PowerPoint, Access, Python, Java, Public Speaking, Economics, Microsoft Word, Financial Analysis, Finance, Alternative Investments, Analysis, Bloomberg, Financial Modeling
Education
New York University 2011 — 2013
Bachelor of Arts (BA), Economics
Monmouth University 2009 — 2011
Bachelor of Science (BSc), Economics, 3.8
Dr. Challoner's Grammar School 2002 — 2009
A Levels, Economics, Mathematics, Further Mathematics, Sport and Physical Education
Alpha Preparatory School
Paula A Stewart Paula A Stewart's J.P. Morgan Experience November 2011 - January 2013
Job Foreclosure Specialist at Leopold PLLC, Public Health Undergrad, MSW Grad Student, Philanthropist
Industry Law Practice
Experience
Leopold & Associates PLLC. January 2014 - Present
St vincent De Paul Nursing Home May 2013 - June 2013
J.P. Morgan November 2011 - January 2013
Skills
Mortgage Servicing, Loans, Loss Mitigation, Default, Foreclosures, Residential Mortgages, FHA, Banking, Loan Servicing, Refinance, Credit Analysis, Mortgage Underwriting, Finance, HAMP, Analysis, Software Documentation, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Portfolio Management, Asset Management, Community Outreach, Community Development, Community Health, Public Health, Housing Development, Child Development, Social Psychology, Child Mental Health, CPR Certified, Patient Advocacy, Nutritional Counseling, Juvenile Delinquency, HIV Prevention, Sexuality Education, Microsoft Office, Customer Service, Leadership, Public Speaking, Strategic Planning, Microsoft Excel, Event Planning, Microsoft Word, Social Media, Social Networking, PowerPoint, Teaching
Education
Monroe College 2013 — 2014
2nd Degree B.S, Public Health & Epidemiology, 4.0
CUNY Bronx Community College 2010 — 2012
Associate of Arts and Sciences (AAS), Psychology
Leopold & Associates PLLC. January 2014 - Present
St vincent De Paul Nursing Home May 2013 - June 2013
J.P. Morgan November 2011 - January 2013
Skills
Mortgage Servicing, Loans, Loss Mitigation, Default, Foreclosures, Residential Mortgages, FHA, Banking, Loan Servicing, Refinance, Credit Analysis, Mortgage Underwriting, Finance, HAMP, Analysis, Software Documentation, Mortgage Lending, Mortgage Banking, Loan Origination, Credit, Portfolio Management, Asset Management, Community Outreach, Community Development, Community Health, Public Health, Housing Development, Child Development, Social Psychology, Child Mental Health, CPR Certified, Patient Advocacy, Nutritional Counseling, Juvenile Delinquency, HIV Prevention, Sexuality Education, Microsoft Office, Customer Service, Leadership, Public Speaking, Strategic Planning, Microsoft Excel, Event Planning, Microsoft Word, Social Media, Social Networking, PowerPoint, Teaching
Education
Monroe College 2013 — 2014
2nd Degree B.S, Public Health & Epidemiology, 4.0
CUNY Bronx Community College 2010 — 2012
Associate of Arts and Sciences (AAS), Psychology
Katie Sanderson Katie Sanderson's J.P. Morgan Experience 2012 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Expedia January 2011 - January 2012
J.P. Morgan 2012 - 2012
The Tidy Up Service L.L.C. March 2003 - January 2011
Skills
Public Relations, Event Planning, Broadcast Journalism, Sales, Marketing, Fundraising, Non-profits, Media, Customer Service, Organization, Management, Entrepreneurship
Education
Missouri State University 2005 — 2008
Bachelor of Science (BS), Communication and Media Studies
Expedia January 2011 - January 2012
J.P. Morgan 2012 - 2012
The Tidy Up Service L.L.C. March 2003 - January 2011
Skills
Public Relations, Event Planning, Broadcast Journalism, Sales, Marketing, Fundraising, Non-profits, Media, Customer Service, Organization, Management, Entrepreneurship
Education
Missouri State University 2005 — 2008
Bachelor of Science (BS), Communication and Media Studies
Kendra Stirn Kendra Stirn's J.P. Morgan Experience July 2014 - Present
Job Graphic Designer at J.P. Morgan
Industry Graphic Design
Experience
J.P. Morgan July 2014 - Present
Rhythm Engineering February 2013 - July 2014
Salva O'Renick June 2012 - February 2013
Missouri Western State University--St. Joseph, MO 2011 - 2012
YMCA 2009 - 2011
Skills
Mac, PC, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Flash, Dreamweaver, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Digital Photography, Layout, Photography, Typography, Graphic Design, Graphics, Logo Design, Posters, Brand Development, Web Design, Flyers, Branding & Identity, Illustration, Brochures, Newsletters
Education
Missouri Western State University 2007 — 2012
Bachelor of Fine Arts (BFA), Graphic Design
J.P. Morgan July 2014 - Present
Rhythm Engineering February 2013 - July 2014
Salva O'Renick June 2012 - February 2013
Missouri Western State University--St. Joseph, MO 2011 - 2012
YMCA 2009 - 2011
Skills
Mac, PC, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Flash, Dreamweaver, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Digital Photography, Layout, Photography, Typography, Graphic Design, Graphics, Logo Design, Posters, Brand Development, Web Design, Flyers, Branding & Identity, Illustration, Brochures, Newsletters
Education
Missouri Western State University 2007 — 2012
Bachelor of Fine Arts (BFA), Graphic Design
Sarah Kocher's J.P. Morgan Experience October 2014 - Present
Job Associate AML Account Activity Review Team Lead at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2014 - Present
JPMorgan Chase Bank NA August 2012 - October 2014
JPMorgan Chase Bank NA July 2011 - August 2012
Regions Bank March 2010 - July 2011
Millsaps College June 2008 - May 2009
Skills
Banking, Customer Service, Leadership, Sales, Time Management
Education
Millsaps College 2008 — 2009
Masters of Business Administration, HR and Management
Millsaps College 2004 — 2008
Bachelors of Business Administration, Business Administration and Management, General
J.P. Morgan October 2014 - Present
JPMorgan Chase Bank NA August 2012 - October 2014
JPMorgan Chase Bank NA July 2011 - August 2012
Regions Bank March 2010 - July 2011
Millsaps College June 2008 - May 2009
Skills
Banking, Customer Service, Leadership, Sales, Time Management
Education
Millsaps College 2008 — 2009
Masters of Business Administration, HR and Management
Millsaps College 2004 — 2008
Bachelors of Business Administration, Business Administration and Management, General
Ann Mealman Ann Mealman's J.P. Morgan Experience November 2011 - May 2012
Job Quality Assurance Professional Consultant at Waddell & Reed Tek Systems
Industry Information Technology and Services
Experience
Waddell & Reed - Tek Systems June 2013 - Present
J.P. Morgan November 2011 - May 2012
Centriq Training 2011 - 2011
DST Systems November 2004 - February 2010
DST Systems September 1999 - February 2004
DST Systems September 1999 - February 2004
Skills
JIRA, Business Requirements, SharePoint, Windows 7, COBOL, Software Development, Software Documentation, Change Management, Testing, SDLC, Troubleshooting, Microsoft Office, Requirements Gathering, TCP/IP, Integration, DHCP, User Acceptance Testing, Team Building, Management, Program Management, Requirements Analysis, Team Leadership, Business Analysis, C#, Agile Methodologies, Visio, Test Cases, Customer Service, Cisco Technologies, Windows Server, Microsoft Excel, Databases, Quality Assurance, Mainframe, Access, PeopleSoft, SQL, Leadership, .NET, Analysis, Lotus Notes, Vendor Management, Regression Testing, Waterfall, Financial Services, Quality Center, Business Process, Business Process..., Test Planning, Process Improvement
Education
Missouri Western State University 1983 — 1986
BSW, Social Work
Centriq Training
Waddell & Reed - Tek Systems June 2013 - Present
J.P. Morgan November 2011 - May 2012
Centriq Training 2011 - 2011
DST Systems November 2004 - February 2010
DST Systems September 1999 - February 2004
DST Systems September 1999 - February 2004
Skills
JIRA, Business Requirements, SharePoint, Windows 7, COBOL, Software Development, Software Documentation, Change Management, Testing, SDLC, Troubleshooting, Microsoft Office, Requirements Gathering, TCP/IP, Integration, DHCP, User Acceptance Testing, Team Building, Management, Program Management, Requirements Analysis, Team Leadership, Business Analysis, C#, Agile Methodologies, Visio, Test Cases, Customer Service, Cisco Technologies, Windows Server, Microsoft Excel, Databases, Quality Assurance, Mainframe, Access, PeopleSoft, SQL, Leadership, .NET, Analysis, Lotus Notes, Vendor Management, Regression Testing, Waterfall, Financial Services, Quality Center, Business Process, Business Process..., Test Planning, Process Improvement
Education
Missouri Western State University 1983 — 1986
BSW, Social Work
Centriq Training
Erin Vreeland's J.P. Morgan Experience April 2009 - October 2011
Job Technology and Project Support Team Leader – NA/LATAM at Cint
Industry Financial Services
Experience
Cint October 2014 - Present
Cint September 2013 - Present
Cint AB September 2012 - September 2013
J.P. Morgan April 2009 - October 2011
Skills
Microsoft Excel, Market Research, Customer Service, Sales, Marketing, Salesforce.com, PowerPoint, Microsoft Word, NetSuite, Access, Data Analysis, Analysis, Microsoft Office, Team Leadership, Project Management, Fulcrum, SurveyMonkey, Surveygizmo
Education
Montclair State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Cint October 2014 - Present
Cint September 2013 - Present
Cint AB September 2012 - September 2013
J.P. Morgan April 2009 - October 2011
Skills
Microsoft Excel, Market Research, Customer Service, Sales, Marketing, Salesforce.com, PowerPoint, Microsoft Word, NetSuite, Access, Data Analysis, Analysis, Microsoft Office, Team Leadership, Project Management, Fulcrum, SurveyMonkey, Surveygizmo
Education
Montclair State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Divya Doshi's J.P. Morgan Experience June 2015 - August 2015
Job Student Equity Analyst Energy Sector
Industry Investment Management
Experience
TVA Investment Panel, Mississippi State University May 2014 - Present
Interfraternity Council, Mississippi State University October 2014 - Present
J.P. Morgan June 2015 - August 2015
Interfraternity Council, Mississippi State University November 2013 - October 2014
The Print Shop June 2012 - August 2012
Skills
Financial Markets, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Community Outreach, Public Speaking, Budgeting, Proposal Writing, Time Management, Analysis, Recruiting, Data Analysis, Interviewing, Basic SAS, SharePoint, Equities, Fixed Income, Equity Capital Markets, Debt Capital Markets, Portfolio Management, Leadership, US FATCA
Education
Mississippi State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.97 out of 4.0
TVA Investment Panel, Mississippi State University May 2014 - Present
Interfraternity Council, Mississippi State University October 2014 - Present
J.P. Morgan June 2015 - August 2015
Interfraternity Council, Mississippi State University November 2013 - October 2014
The Print Shop June 2012 - August 2012
Skills
Financial Markets, Bloomberg Terminal, Microsoft Excel, Microsoft Office, Community Outreach, Public Speaking, Budgeting, Proposal Writing, Time Management, Analysis, Recruiting, Data Analysis, Interviewing, Basic SAS, SharePoint, Equities, Fixed Income, Equity Capital Markets, Debt Capital Markets, Portfolio Management, Leadership, US FATCA
Education
Mississippi State University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics, 3.97 out of 4.0
Austin Rock Austin Rock's J.P. Morgan Experience February 2014 - Present
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
JPMorgan Chase July 2012 - February 2014
Moravian College September 2010 - April 2012
Moravian College January 2011 - January 2012
Naval Sea Systems Command May 2010 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Financial Analysis, Time Management, Analysis, Outlook, Social Media, Leadership, Investments, Data Analysis
Education
Moravian College 2008 — 2012
Bachelor of Arts, Financial Economics, Philosophy
J.P. Morgan February 2014 - Present
JPMorgan Chase July 2012 - February 2014
Moravian College September 2010 - April 2012
Moravian College January 2011 - January 2012
Naval Sea Systems Command May 2010 - August 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Research, Microsoft Word, Financial Analysis, Time Management, Analysis, Outlook, Social Media, Leadership, Investments, Data Analysis
Education
Moravian College 2008 — 2012
Bachelor of Arts, Financial Economics, Philosophy
Randy Bruns, CFP® Randy Bruns, CFP®'s J.P. Morgan Experience June 2002 - May 2012
Job Private Wealth Advisor with HighPoint Planning Partners and Director of Public Awareness for FPAIllinois
Industry Financial Services
Experience
Financial Planning Association (FPA) of Illinois December 2013 - Present
HighPoint Planning Partners May 2012 - Present
J.P. Morgan June 2002 - May 2012
Edward Jones May 2001 - June 2002
Skills
Investment Management, Retirement Planning, Estate Planning, Comprehensive Financial..., Asset Location, Wealth, Investment Strategies, Financial Goals, Finance, Asset Allocation, Securities, Small Business, Strategic Financial..., Investment Advisory, Investments, Financial Advisory
Education
Millikin University 1997 — 2001
Bachelor of Science (B.S.)
Kaplan University
Certificate in Financial Planning
Financial Planning Association (FPA) of Illinois December 2013 - Present
HighPoint Planning Partners May 2012 - Present
J.P. Morgan June 2002 - May 2012
Edward Jones May 2001 - June 2002
Skills
Investment Management, Retirement Planning, Estate Planning, Comprehensive Financial..., Asset Location, Wealth, Investment Strategies, Financial Goals, Finance, Asset Allocation, Securities, Small Business, Strategic Financial..., Investment Advisory, Investments, Financial Advisory
Education
Millikin University 1997 — 2001
Bachelor of Science (B.S.)
Kaplan University
Certificate in Financial Planning
Sonya Garrison Sonya Garrison's J.P. Morgan Experience January 2011 - Present
Job Client Service Manager
Industry Financial Services
Experience
J.P. Morgan January 2011 - Present
ING Investment Management January 2008 - August 2010
Premier Lending Source August 2002 - December 2007
Skills
Process Improvement, Manage Client..., Human Resources, Benefits Administration, Employee Relations, Change Management, Defined Benefit, Defined Contribution, Employee Benefits, CRM, Leadership
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Finance, General
Northwest Florida State College 1995 — 1997
Associate of Arts (AA), Business Technology
Missouri Western State University 1990 — 1993
Associate of Science (AS), Banking and Financial Support Services
J.P. Morgan January 2011 - Present
ING Investment Management January 2008 - August 2010
Premier Lending Source August 2002 - December 2007
Skills
Process Improvement, Manage Client..., Human Resources, Benefits Administration, Employee Relations, Change Management, Defined Benefit, Defined Contribution, Employee Benefits, CRM, Leadership
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Finance, General
Northwest Florida State College 1995 — 1997
Associate of Arts (AA), Business Technology
Missouri Western State University 1990 — 1993
Associate of Science (AS), Banking and Financial Support Services
Katie Wadman Katie Wadman's J.P. Morgan Experience March 2013 - Present
Job Processing Clerk at J.P. Morgan
Industry Entertainment
Experience
J.P. Morgan March 2013 - Present
AMC Theatres November 2010 - February 2012
PetSmart June 2006 - July 2009
Skills
Facebook, Microsoft Office, Microsoft Word, PowerPoint, Social Networking, Microsoft Excel, Social Media, Creative Writing, Cashiering, Customer Service, Time Management
Education
Moraine Valley Community College 2006 — 2008
none, Accounting
J.P. Morgan March 2013 - Present
AMC Theatres November 2010 - February 2012
PetSmart June 2006 - July 2009
Skills
Facebook, Microsoft Office, Microsoft Word, PowerPoint, Social Networking, Microsoft Excel, Social Media, Creative Writing, Cashiering, Customer Service, Time Management
Education
Moraine Valley Community College 2006 — 2008
none, Accounting
Stephen Polito Stephen Polito's J.P. Morgan Experience April 2011 - June 2011
Job Stockroom at Quality Vision International
Industry Business Supplies and Equipment
Experience
Quality Vision International August 2012 - October 2012
FedEx July 2012 - August 2012
Adecco Group February 2012 - July 2012
Foodlink August 2011 - May 2012
Monroe Veterinary Association June 2011 - August 2011
J.P. Morgan April 2011 - June 2011
ADT June 2007 - February 2011
J.C. Penney May 2006 - June 2007
PetSmart March 2002 - May 2006
Wegmans Food Markets March 2000 - April 2002
Skills
Windows, Outlook, Inventory Management, Microsoft Office, PowerPoint, Distribution Center..., Process Scheduler, Customer Satisfaction
Education
Monroe Community College 1997 — 2003
Liberal Arts, English/Math/Computers/Science
Monroe Community College 1997 — 2003
Associate of Science, Liberal Arts
Quality Vision International August 2012 - October 2012
FedEx July 2012 - August 2012
Adecco Group February 2012 - July 2012
Foodlink August 2011 - May 2012
Monroe Veterinary Association June 2011 - August 2011
J.P. Morgan April 2011 - June 2011
ADT June 2007 - February 2011
J.C. Penney May 2006 - June 2007
PetSmart March 2002 - May 2006
Wegmans Food Markets March 2000 - April 2002
Skills
Windows, Outlook, Inventory Management, Microsoft Office, PowerPoint, Distribution Center..., Process Scheduler, Customer Satisfaction
Education
Monroe Community College 1997 — 2003
Liberal Arts, English/Math/Computers/Science
Monroe Community College 1997 — 2003
Associate of Science, Liberal Arts
William Sherman William Sherman's J.P. Morgan Experience November 2006 - November 2007
Job .NET/Javascript UI Developer at WoodForest
Industry Computer Software
Experience
Woodforest National Bank July 2014 - Present
nextSource January 2013 - June 2014
LenSec LLC November 2009 - December 2012
J.P. Morgan November 2006 - November 2007
eLEAD April 2006 - November 2006
AT&T October 2005 - February 2006
ComFrame Software November 2004 - October 2005
COMSYS January 1997 - March 2001
Advanced Systems Design January 1996 - January 1997
Skills
Microsoft SQL Server, ASP.NET, C#, .NET, Visual Basic, Web Applications, JavaScript, Databases, XML, SOA, WPF, Silverlight, WCF, Telerik, Windows Azure, Video over IP, jQuery, jQuery UI, ComponentOne, ASP.NET MVC, ASP.NET AJAX, MSTest, Visual Studio, Software Development
Education
Mississippi University for Women 1985 — 1989
B.S. Biology, Biology, Chemistry, Computer Science
Woodforest National Bank July 2014 - Present
nextSource January 2013 - June 2014
LenSec LLC November 2009 - December 2012
J.P. Morgan November 2006 - November 2007
eLEAD April 2006 - November 2006
AT&T October 2005 - February 2006
ComFrame Software November 2004 - October 2005
COMSYS January 1997 - March 2001
Advanced Systems Design January 1996 - January 1997
Skills
Microsoft SQL Server, ASP.NET, C#, .NET, Visual Basic, Web Applications, JavaScript, Databases, XML, SOA, WPF, Silverlight, WCF, Telerik, Windows Azure, Video over IP, jQuery, jQuery UI, ComponentOne, ASP.NET MVC, ASP.NET AJAX, MSTest, Visual Studio, Software Development
Education
Mississippi University for Women 1985 — 1989
B.S. Biology, Biology, Chemistry, Computer Science
Cindy Ralls's J.P. Morgan Experience December 2010 - March 2012
Job
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
National Advisors Trust March 2012 - September 2014
J.P. Morgan December 2010 - March 2012
J.P. Morgan Retirement Plan Services January 2009 - December 2010
J.P. Morgan Retirement Plan Services January 2007 - January 2009
J.P. Morgan Retirement Plan Services December 2005 - January 2007
J.P. Morgan Retirement Plan Services December 2000 - December 2005
American Century Investments January 1997 - December 2000
American Century Investments January 1994 - December 1996
American Century Investments September 1991 - January 1994
Skills
Marketing Communications, Leadership, Strategic Communications, Marketing, Internal Communications, Relationship Management, Business Planning, Project Management, Strategic Planning, Advertising, 401k, Public Speaking, Marketing Strategy, Brand Management, Program Management, Budgets, Training, Corporate Communications, Sales Presentations, Retirement, New Business Development, Social Media, Sales, Analysis, Retirement Planning, Product Promotion, Corporate Recruiting, Sales Process, Conference Coordination, Conference Design
Education
Webster University 1992 — 1995
Master of Arts, Marketing
Missouri State University 1983 — 1987
Bachelor of Arts (BA), English Language and Literature/Letters
TIAA-CREF September 2014 - Present
National Advisors Trust March 2012 - September 2014
J.P. Morgan December 2010 - March 2012
J.P. Morgan Retirement Plan Services January 2009 - December 2010
J.P. Morgan Retirement Plan Services January 2007 - January 2009
J.P. Morgan Retirement Plan Services December 2005 - January 2007
J.P. Morgan Retirement Plan Services December 2000 - December 2005
American Century Investments January 1997 - December 2000
American Century Investments January 1994 - December 1996
American Century Investments September 1991 - January 1994
Skills
Marketing Communications, Leadership, Strategic Communications, Marketing, Internal Communications, Relationship Management, Business Planning, Project Management, Strategic Planning, Advertising, 401k, Public Speaking, Marketing Strategy, Brand Management, Program Management, Budgets, Training, Corporate Communications, Sales Presentations, Retirement, New Business Development, Social Media, Sales, Analysis, Retirement Planning, Product Promotion, Corporate Recruiting, Sales Process, Conference Coordination, Conference Design
Education
Webster University 1992 — 1995
Master of Arts, Marketing
Missouri State University 1983 — 1987
Bachelor of Arts (BA), English Language and Literature/Letters
Monica Yordan Monica Yordan's J.P. Morgan Experience June 2014 - Present
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Apollo Global Management LLC June 2012 - August 2012
Education
Middlebury College 2010 — 2014
The Hill School
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
Apollo Global Management LLC June 2012 - August 2012
Education
Middlebury College 2010 — 2014
The Hill School
Robert Zilavetz's J.P. Morgan Experience May 2014 - July 2015
Job Cross Border Analyst
Industry Financial Services
Experience
RBC Capital Markets July 2015 - Present
J.P. Morgan May 2014 - July 2015
US Army March 2007 - November 2011
Skills
Intelligence Analysis, OFAC, USAPA, Leadership, Microsoft Office, Security Operations, Committed to..., Briefing, Finance, Operational Security, Security Clearance, Investments, Analytical Reporting..., Financial Institutions, Accounting, Budgets, Analyst Notebook, Physical Security, Inventory Management, Financial Statements, ArcGIS, FalconView, Customer Service
Education
Monmouth University 2012 — 2014
Bachelor of Science (B.S.), Business Administration with Finance Concentration
United States Military Academy at West Point 2010 — 2011
-
RBC Capital Markets July 2015 - Present
J.P. Morgan May 2014 - July 2015
US Army March 2007 - November 2011
Skills
Intelligence Analysis, OFAC, USAPA, Leadership, Microsoft Office, Security Operations, Committed to..., Briefing, Finance, Operational Security, Security Clearance, Investments, Analytical Reporting..., Financial Institutions, Accounting, Budgets, Analyst Notebook, Physical Security, Inventory Management, Financial Statements, ArcGIS, FalconView, Customer Service
Education
Monmouth University 2012 — 2014
Bachelor of Science (B.S.), Business Administration with Finance Concentration
United States Military Academy at West Point 2010 — 2011
-
Yahaira Sanchez, CAMS's J.P. Morgan Experience June 2013 - September 2015
Job Wealth ManagementLatin America
Industry Banking
Reeve Waud's J.P. Morgan Experience June 2013 - January 2015
Job Associate at Swander Pace Capital
Industry Financial Services
Experience
Swander Pace Capital January 2015 - Present
J.P. Morgan June 2013 - January 2015
J.P. Morgan June 2012 - August 2012
Mustang Ventures June 2011 - July 2011
Northern Trust June 2010 - July 2010
Education
Middlebury College 2009 — 2013
St. Paul's school 2005 — 2009
Swander Pace Capital January 2015 - Present
J.P. Morgan June 2013 - January 2015
J.P. Morgan June 2012 - August 2012
Mustang Ventures June 2011 - July 2011
Northern Trust June 2010 - July 2010
Education
Middlebury College 2009 — 2013
St. Paul's school 2005 — 2009
Sarthi Sheth Sarthi Sheth's J.P. Morgan Experience July 2015 - Present
Job Fund Accountant at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Deloitte September 2012 - June 2015
Deloitte September 2009 - August 2012
PwC January 2009 - June 2009
Skills
Auditing, Financial Services, Private Equity, Leadership, Financial Accounting, Time Management, Project Delivery, Financial Statement..., Fund Accounting, Fund Administration, Financial Reporting, US GAAP, Consulting, Accounting
Education
Montclair State University 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
J.P. Morgan July 2015 - Present
Deloitte September 2012 - June 2015
Deloitte September 2009 - August 2012
PwC January 2009 - June 2009
Skills
Auditing, Financial Services, Private Equity, Leadership, Financial Accounting, Time Management, Project Delivery, Financial Statement..., Fund Accounting, Fund Administration, Financial Reporting, US GAAP, Consulting, Accounting
Education
Montclair State University 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Randy (Hustvedt) Kaufman's J.P. Morgan Experience 1988 - 1996
Job Senior Vice President at EMM
Industry Financial Services
Experience
EMM January 2015 - Present
Wealth & Giving Forum May 2011 - Present
Evercore Wealth Management, LLC April 2011 - December 2014
Federal Street Advisors May 2009 - April 2011
LongVue Advisors, LLC July 2002 - 2009
Fleet Bank March 1996 - May 2002
J.P. Morgan 1988 - 1996
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1985 - 1988
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Mergers, Mergers & Acquisitions, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Derivatives, Strategic Financial..., Financial Services, Private Banking, Succession Planning, Investment Management
Education
University of Chicago Law School 1981 — 1984
JD, law
Middlebury College 1977 — 1981
EMM January 2015 - Present
Wealth & Giving Forum May 2011 - Present
Evercore Wealth Management, LLC April 2011 - December 2014
Federal Street Advisors May 2009 - April 2011
LongVue Advisors, LLC July 2002 - 2009
Fleet Bank March 1996 - May 2002
J.P. Morgan 1988 - 1996
Paul, Weiss, Rifkind, Wharton & Garrison LLP 1985 - 1988
Skills
Alternative Investments, Hedge Funds, Investments, Equities, Mergers, Mergers & Acquisitions, Wealth Management, Asset Allocation, Portfolio Management, Asset Management, Derivatives, Strategic Financial..., Financial Services, Private Banking, Succession Planning, Investment Management
Education
University of Chicago Law School 1981 — 1984
JD, law
Middlebury College 1977 — 1981
Daniel Giudice Daniel Giudice's J.P. Morgan Experience November 2014 - Present
Job Eligibility Associate
Industry Investment Banking
Experience
J.P. Morgan November 2014 - Present
Accountemps April 2014 - October 2014
Robert Half October 2013 - March 2014
Advantage Sales & Marketing January 2013 - October 2013
Advantage Sales & Marketing August 2012 - January 2013
Advantage Sales & Marketing December 2011 - August 2012
Edgar Agents, LLC October 2010 - February 2011
Skills
Merchandising, Sales, Account Management, Retail, Customer Service, Sales Management, Social Media, Marketing, Event Planning, IRI, Microsoft Office, Spectra, PowerPoint, Social Media Marketing, Social Networking, CRM, Inventory Management, Management, Forecasting, Market Research
Education
Monmouth University 2012 — 2015
Master of Business Administration, Finance
Seton Hall University 2004 — 2008
Bachelor of Arts, Political Science
Marlboro High School
J.P. Morgan November 2014 - Present
Accountemps April 2014 - October 2014
Robert Half October 2013 - March 2014
Advantage Sales & Marketing January 2013 - October 2013
Advantage Sales & Marketing August 2012 - January 2013
Advantage Sales & Marketing December 2011 - August 2012
Edgar Agents, LLC October 2010 - February 2011
Skills
Merchandising, Sales, Account Management, Retail, Customer Service, Sales Management, Social Media, Marketing, Event Planning, IRI, Microsoft Office, Spectra, PowerPoint, Social Media Marketing, Social Networking, CRM, Inventory Management, Management, Forecasting, Market Research
Education
Monmouth University 2012 — 2015
Master of Business Administration, Finance
Seton Hall University 2004 — 2008
Bachelor of Arts, Political Science
Marlboro High School
William Manley William Manley's J.P. Morgan Experience March 2012 - April 2013
Job Business Partner, Global Human Resources at NASDAQ
Industry Financial Services
Experience
NASDAQ OMX August 2014 - Present
iGATE March 2013 - August 2014
J.P. Morgan March 2012 - April 2013
Community Options, Inc. August 2011 - March 2012
Skills
Strategic Communication, Recruiting, Employee Relations, Account Management, Change Management, Nonprofits, Human Resources, Coaching, Talent Acquisition, Technical Recruiting, Sourcing, Management, Applicant Tracking..., College Recruiting, Executive Search, Benefits Negotiation, Cold Calling, Internet Recruiting, Strategic Communications, Budgets, Business Development, Onboarding, Vendor Management, Contract Recruitment, Interviews, Temporary Placement, Screening Resumes, Screening, Employee Benefits, PeopleSoft, Employee Training, Talent Management, Training, Leadership Development
Education
Monmouth University 2005 — 2010
Bachelor's of Arts, Psychology, Sociology, English
Penn State University
Master’s: Human Resources and Employment Relations, Employment and Labor Law
Cardinal McCarrick
NASDAQ OMX August 2014 - Present
iGATE March 2013 - August 2014
J.P. Morgan March 2012 - April 2013
Community Options, Inc. August 2011 - March 2012
Skills
Strategic Communication, Recruiting, Employee Relations, Account Management, Change Management, Nonprofits, Human Resources, Coaching, Talent Acquisition, Technical Recruiting, Sourcing, Management, Applicant Tracking..., College Recruiting, Executive Search, Benefits Negotiation, Cold Calling, Internet Recruiting, Strategic Communications, Budgets, Business Development, Onboarding, Vendor Management, Contract Recruitment, Interviews, Temporary Placement, Screening Resumes, Screening, Employee Benefits, PeopleSoft, Employee Training, Talent Management, Training, Leadership Development
Education
Monmouth University 2005 — 2010
Bachelor's of Arts, Psychology, Sociology, English
Penn State University
Master’s: Human Resources and Employment Relations, Employment and Labor Law
Cardinal McCarrick
Michael Banjany's J.P. Morgan Experience June 2015 - Present
Job Vice President JP Morgan Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Merrill Lynch October 2013 - May 2015
Wells Fargo Advisors April 2013 - August 2013
Morgan Stanley Wealth Management December 2012 - April 2013
Garden State Securities December 2010 - December 2012
Education
Montclair State University 2010 — 2012
Bachelor's degree, Management/ Finance
Pace University 2008 — 2010
Accounting and Finance
J.P. Morgan June 2015 - Present
Merrill Lynch October 2013 - May 2015
Wells Fargo Advisors April 2013 - August 2013
Morgan Stanley Wealth Management December 2012 - April 2013
Garden State Securities December 2010 - December 2012
Education
Montclair State University 2010 — 2012
Bachelor's degree, Management/ Finance
Pace University 2008 — 2010
Accounting and Finance
Katie Mulderink's J.P. Morgan Experience January 2014 - January 2015
Job Bilingual Social Auditor at Accordia Global Compliance Group
Industry Higher Education
Experience
Accordia Global Compliance Group January 2015 - Present
J.P. Morgan January 2014 - January 2015
Translation Services Millikin Microfinance Fund January 2013 - December 2013
U.S. Embassy/U.S. Department of Commerce May 2013 - August 2013
Lincoln Oaks Country Club June 2012 - August 2012
Student January 2012 - June 2012
Skills
Travel, Translation, Interpersonal Skill, Spanish, Time Management, Teamwork, Coordination, Business, Software, Customer Service, Marketing, Critical Thinking, Tutoring, Team-oriented, Social Skills, Research, Order Fulfillment, English, Administrative Work, Teaching, Creative Writing, Personal Finance, Editing, Event Planning, PowerPoint, Higher Education, Leadership, Public Speaking
Education
Millikin University 2009 — 2013
B.S in International Business, Business Management and Spanish
Universidad de Murcia 2012 — 2012
Business Management and Spanish
Accordia Global Compliance Group January 2015 - Present
J.P. Morgan January 2014 - January 2015
Translation Services Millikin Microfinance Fund January 2013 - December 2013
U.S. Embassy/U.S. Department of Commerce May 2013 - August 2013
Lincoln Oaks Country Club June 2012 - August 2012
Student January 2012 - June 2012
Skills
Travel, Translation, Interpersonal Skill, Spanish, Time Management, Teamwork, Coordination, Business, Software, Customer Service, Marketing, Critical Thinking, Tutoring, Team-oriented, Social Skills, Research, Order Fulfillment, English, Administrative Work, Teaching, Creative Writing, Personal Finance, Editing, Event Planning, PowerPoint, Higher Education, Leadership, Public Speaking
Education
Millikin University 2009 — 2013
B.S in International Business, Business Management and Spanish
Universidad de Murcia 2012 — 2012
Business Management and Spanish
Corey Clemons's J.P. Morgan Experience September 2015 - Present
Job Incoming Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2015 - Present
Detroit Lions May 2015 - September 2015
J.P. Morgan June 2015 - July 2015
Detroit Lions May 2014 - August 2014
Moravian College October 2012 - May 2014
Max Broock/Real Estate One February 2012 - May 2012
Skills
Accounting, Leadership, Microsoft Excel, Financial Statements, Real Estate
Education
University of Michigan 2014 — 2016
Bachelor's Degree, Economics
Moravian College 2012 — 2014
Accounting
Rochester Adams High School 2008 — 2012
J.P. Morgan September 2015 - Present
Detroit Lions May 2015 - September 2015
J.P. Morgan June 2015 - July 2015
Detroit Lions May 2014 - August 2014
Moravian College October 2012 - May 2014
Max Broock/Real Estate One February 2012 - May 2012
Skills
Accounting, Leadership, Microsoft Excel, Financial Statements, Real Estate
Education
University of Michigan 2014 — 2016
Bachelor's Degree, Economics
Moravian College 2012 — 2014
Accounting
Rochester Adams High School 2008 — 2012
Trudy-Ann Carr Trudy-Ann Carr's J.P. Morgan Experience January 2012 - May 2012
Job Auditor at Deloitte
Industry Accounting
Experience
Deloitte September 2014 - Present
New York Life Insurance Company May 2013 - July 2014
PwC June 2012 - July 2012
J.P. Morgan January 2012 - May 2012
Disneyland Resort August 2011 - January 2012
Skills
Accounting, Financial Reporting, QuickBooks, GAAP, Customer Service, Auditing, Outlook, Internal Controls, Financial Accounting, Bookkeeping, Financial Analysis, Microsoft Excel, Accounts Receivable, Accounts Payable, Account Reconciliation
Education
Monroe College 2010 — 2014
Bachelor of Arts (B.A.), Accounting and Finance
Deloitte September 2014 - Present
New York Life Insurance Company May 2013 - July 2014
PwC June 2012 - July 2012
J.P. Morgan January 2012 - May 2012
Disneyland Resort August 2011 - January 2012
Skills
Accounting, Financial Reporting, QuickBooks, GAAP, Customer Service, Auditing, Outlook, Internal Controls, Financial Accounting, Bookkeeping, Financial Analysis, Microsoft Excel, Accounts Receivable, Accounts Payable, Account Reconciliation
Education
Monroe College 2010 — 2014
Bachelor of Arts (B.A.), Accounting and Finance
Eugene Berkery Eugene Berkery's J.P. Morgan Experience June 2015 - Present
Job Student at Middlebury College
Industry
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2015 - Present
J.P. Morgan June 2015 - Present
Education
Middlebury College 2012 — 2016
J.P. Morgan June 2015 - Present
J.P. Morgan June 2015 - Present
J.P. Morgan June 2015 - Present
Education
Middlebury College 2012 — 2016
Jacqueline Ireland Jacqueline Ireland's J.P. Morgan Experience June 2009 - August 2013
Job Closing Specialist with CUSA
Industry Banking
Experience
Closing USA April 2013 - Present
J.P. Morgan June 2009 - August 2013
Skills
Highly detail oriented, Communication, Multi Tasking, Quality Assurance, Mortgage Banking, Mortgage Underwriting, Organization, Fast-paced, Work Well Independently, Works well in a team, Follow Directions, Meet Deadlines, Dedicated Professional, FHA, Residential Mortgages, VA loans, Home Equity Lines of..., Mortgage Servicing, Credit Analysis, Loans, Mortgage Lending, Customer Service, Underwriting, Loan Origination
Education
SUNY Brockport 2004 — 2006
Bachelor of Science (B.S.), English / Creative Writing
Monroe Community College 2002 — 2004
Associate of Science (A.S.), General Studies
Closing USA April 2013 - Present
J.P. Morgan June 2009 - August 2013
Skills
Highly detail oriented, Communication, Multi Tasking, Quality Assurance, Mortgage Banking, Mortgage Underwriting, Organization, Fast-paced, Work Well Independently, Works well in a team, Follow Directions, Meet Deadlines, Dedicated Professional, FHA, Residential Mortgages, VA loans, Home Equity Lines of..., Mortgage Servicing, Credit Analysis, Loans, Mortgage Lending, Customer Service, Underwriting, Loan Origination
Education
SUNY Brockport 2004 — 2006
Bachelor of Science (B.S.), English / Creative Writing
Monroe Community College 2002 — 2004
Associate of Science (A.S.), General Studies
Nancy Castro's J.P. Morgan Experience July 2014 - Present
Job Credit Risk Analyst at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
JPMorgan Chase June 2012 - May 2014
Slap Shot Cafe November 2008 - May 2013
Donald B. Schwarz, Philip D' Angelo & Gerald Robinson September 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Management, Accounting, Access, Finance, Project Management
Education
Monroe College 2010 — 2014
Bachelor of Business Administration (BBA), Public Accounting
J.P. Morgan July 2014 - Present
JPMorgan Chase June 2012 - May 2014
Slap Shot Cafe November 2008 - May 2013
Donald B. Schwarz, Philip D' Angelo & Gerald Robinson September 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Management, Accounting, Access, Finance, Project Management
Education
Monroe College 2010 — 2014
Bachelor of Business Administration (BBA), Public Accounting
Diane Martino Diane Martino's J.P. Morgan Experience March 2014 - Present
Job Quality Control Closing Supervisor at J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2014 - Present
J.P. Morgan December 2013 - March 2014
J.P. Morgan February 2012 - December 2013
J.P. Morgan September 2010 - February 2012
J.P. Morgan July 2003 - September 2009
Credit Suisse June 2001 - May 2003
Comdisco October 1999 - June 2001
Skills
Mortgage Lending, Private Banking, Banking, Portfolio Management, Analysis, Loans, Financial Analysis, Finance, Management, Investments, client service associate, Loan Origination
Education
Millikin University 1993 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Argo Community High School 1990 — 1993
high school diploma
J.P. Morgan March 2014 - Present
J.P. Morgan December 2013 - March 2014
J.P. Morgan February 2012 - December 2013
J.P. Morgan September 2010 - February 2012
J.P. Morgan July 2003 - September 2009
Credit Suisse June 2001 - May 2003
Comdisco October 1999 - June 2001
Skills
Mortgage Lending, Private Banking, Banking, Portfolio Management, Analysis, Loans, Financial Analysis, Finance, Management, Investments, client service associate, Loan Origination
Education
Millikin University 1993 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Argo Community High School 1990 — 1993
high school diploma
Keri Luethke Keri Luethke's J.P. Morgan Experience January 2015 - Present
Job Program Manager Global Convertibles IT and Equity Risk
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
J.P. Morgan January 2015 - Present
J.P. Morgan April 2014 - Present
Sapiens May 2011 - March 2014
Monmouth University 2009 - 2010
Skills
Business Requirements, Business Analysis, Testing, Software Documentation, Visio, Requirements Analysis, Quality Assurance, Requirements Gathering, PowerPoint, Microsoft Office, Windows, Customer Service, SharePoint, MS Project, Systems Analysis, Access, Sales, Database Administration, Process Improvement, Data Analysis, Team Leadership, SQL, Word, Excel, Outlook, Management, Project Management, Strategy, Agile Methodologies, Program Management
Education
Monmouth University 2009 — 2010
BS, Management
Virginia Wesleyan College 2006 — 2008
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
cPrime
CERTIFIED SCRUMMASTER (CSM), AGILE METHODOLGIES
Credit Suisse May 2015 - Present
J.P. Morgan January 2015 - Present
J.P. Morgan April 2014 - Present
Sapiens May 2011 - March 2014
Monmouth University 2009 - 2010
Skills
Business Requirements, Business Analysis, Testing, Software Documentation, Visio, Requirements Analysis, Quality Assurance, Requirements Gathering, PowerPoint, Microsoft Office, Windows, Customer Service, SharePoint, MS Project, Systems Analysis, Access, Sales, Database Administration, Process Improvement, Data Analysis, Team Leadership, SQL, Word, Excel, Outlook, Management, Project Management, Strategy, Agile Methodologies, Program Management
Education
Monmouth University 2009 — 2010
BS, Management
Virginia Wesleyan College 2006 — 2008
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
cPrime
CERTIFIED SCRUMMASTER (CSM), AGILE METHODOLGIES
Anthony Schittina's J.P. Morgan Experience April 2013 - August 2013
Job PwC Advisory
Industry Financial Services
Experience
PwC December 2014 - Present
Capco February 2014 - November 2014
J.P. Morgan April 2013 - August 2013
HFIG Investments December 2009 - April 2013
JPMorgan Chase June 2009 - July 2010
Morgan Stanley February 2008 - May 2009
Merrill Lynch June 2007 - January 2008
Skills
Portfolio Management, Finance, Investment Banking, Analysis, Public Speaking, Private Equity, Valuation, Wealth Management, Fixed Income, Bloomberg, Credit, Strategy, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Mutual Funds, Equities, Asset Allocation, Securities, Management Consulting, Project Management, Business Strategy, Risk Management, Capital Markets, Financial Services, Asset Management, Due Diligence, Management, Banking, Financial Risk, Microsoft Excel, Business Analysis, Derivatives, Microsoft Office, Consulting, Strategic Planning, Internal Controls, Business Process...
Education
Monmouth University 2007 — 2011
B.S., Finance, 3.93
University of Delaware 2006 — 2006
Bachelor of Science, Finance
PwC December 2014 - Present
Capco February 2014 - November 2014
J.P. Morgan April 2013 - August 2013
HFIG Investments December 2009 - April 2013
JPMorgan Chase June 2009 - July 2010
Morgan Stanley February 2008 - May 2009
Merrill Lynch June 2007 - January 2008
Skills
Portfolio Management, Finance, Investment Banking, Analysis, Public Speaking, Private Equity, Valuation, Wealth Management, Fixed Income, Bloomberg, Credit, Strategy, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Mutual Funds, Equities, Asset Allocation, Securities, Management Consulting, Project Management, Business Strategy, Risk Management, Capital Markets, Financial Services, Asset Management, Due Diligence, Management, Banking, Financial Risk, Microsoft Excel, Business Analysis, Derivatives, Microsoft Office, Consulting, Strategic Planning, Internal Controls, Business Process...
Education
Monmouth University 2007 — 2011
B.S., Finance, 3.93
University of Delaware 2006 — 2006
Bachelor of Science, Finance
Brian Perrino Brian Perrino's J.P. Morgan Experience April 2014 - Present
Job Summer Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2014 - Present
Spring Lake Pavillion August 2008 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Matlab, Time Management
Education
Monmouth University 2013 — 2015
Bachelor of Science (B.S.), Mathematics
J.P. Morgan April 2014 - Present
Spring Lake Pavillion August 2008 - September 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Matlab, Time Management
Education
Monmouth University 2013 — 2015
Bachelor of Science (B.S.), Mathematics
Sara Colton, CFP®, CRPC®, ADPA® Sara Colton, CFP®, CRPC®, ADPA®'s J.P. Morgan Experience October 2007 - March 2013
Job Financial Advisor at The Chaddock Group, A private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
The Chaddock Group, A private wealth advisory practice of Ameriprise Financial Services, Inc. March 2013 - Present
J.P. Morgan October 2007 - March 2013
J.P. Morgan October 2006 - October 2007
J.P. Morgan October 2005 - October 2006
John Hancock Life Insurance Company (U.S.A.) June 2004 - September 2005
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2004
Bachelor of Science, Business Administration and Sports Marketing
Walla Walla Community College 2000 — 2002
Associates in Arts and Associates in Arts in Applied Sciences, General Studies and Professional Golf Management
Montana State University-Bozeman 1999 — 2000
General Studies
Jesuit High School
Portland, Oregon
The Chaddock Group, A private wealth advisory practice of Ameriprise Financial Services, Inc. March 2013 - Present
J.P. Morgan October 2007 - March 2013
J.P. Morgan October 2006 - October 2007
J.P. Morgan October 2005 - October 2006
John Hancock Life Insurance Company (U.S.A.) June 2004 - September 2005
Education
University of Oregon - Charles H. Lundquist College of Business 2002 — 2004
Bachelor of Science, Business Administration and Sports Marketing
Walla Walla Community College 2000 — 2002
Associates in Arts and Associates in Arts in Applied Sciences, General Studies and Professional Golf Management
Montana State University-Bozeman 1999 — 2000
General Studies
Jesuit High School
Portland, Oregon
Tijay Panicker's J.P. Morgan Experience April 2011 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2011 - Present
Lockheed Martin July 2000 - March 2011
Skills
Engineering Management, DoD, Systems Engineering, ClearCase, System Architecture, Telelogic DOORS, Earned Value Management, Requirements Management, Configuration Management, Security Clearance, Space Systems, Radar, Aerospace, Defense, Integration, Software Engineering, System Design, Technical Leadership, Rational DOORS, Systems Design, Teamwork, Cross-functional...
Education
University of Pennsylvania 2001 — 2003
MSE, Systems Engineering
Montclair State University 1997 — 2000
BS, Computer Science, Mathematics, Chemistry
J.P. Morgan April 2011 - Present
Lockheed Martin July 2000 - March 2011
Skills
Engineering Management, DoD, Systems Engineering, ClearCase, System Architecture, Telelogic DOORS, Earned Value Management, Requirements Management, Configuration Management, Security Clearance, Space Systems, Radar, Aerospace, Defense, Integration, Software Engineering, System Design, Technical Leadership, Rational DOORS, Systems Design, Teamwork, Cross-functional...
Education
University of Pennsylvania 2001 — 2003
MSE, Systems Engineering
Montclair State University 1997 — 2000
BS, Computer Science, Mathematics, Chemistry
Connor McInerney's J.P. Morgan Experience May 2013 - August 2013
Job Student at Middlebury College
Industry Banking
Experience
J.P. Morgan May 2013 - August 2013
Credit Suisse June 2012 - August 2012
RPX Corporation June 2011 - August 2011
Camp Crosse June 2009 - June 2009
Skills
PowerPoint, Social Media, Asset Allocation, Adobe Acrobat, Portfolio Performance..., Prospect Research, Microsoft Excel, Modeling Portfolios, Synergies, High Net Worth..., Private Banking
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Junior
Deerfield Academy 2006 — 2010
J.P. Morgan May 2013 - August 2013
Credit Suisse June 2012 - August 2012
RPX Corporation June 2011 - August 2011
Camp Crosse June 2009 - June 2009
Skills
PowerPoint, Social Media, Asset Allocation, Adobe Acrobat, Portfolio Performance..., Prospect Research, Microsoft Excel, Modeling Portfolios, Synergies, High Net Worth..., Private Banking
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Political Science, Junior
Deerfield Academy 2006 — 2010
Mark Hinshaw Mark Hinshaw's J.P. Morgan Experience October 2007 - January 2009
Job Chief Financial Officer at Priority Care Solutions, LLC
Industry Financial Services
Experience
Priority Care Solutions, LLC August 2015 - Present
Digital Risk March 2009 - May 2015
J.P. Morgan October 2007 - January 2009
Countrywide Financial Corporation March 2007 - October 2007
Fifth Third Bank November 2005 - March 2007
Countrywide Financial Corporation March 2004 - November 2005
Bank of America March 1999 - March 2004
Southern Company Energy Trading June 1998 - March 1999
Skills
Mortgage Lending, Loans, Credit, Financial Analysis, Mortgage Banking, Credit Analysis, Risk Management, Portfolio Management, Banking, Financial Risk, Underwriting, Cash Management, Due Diligence, Mergers, Finance, Strategic Financial..., Loan Origination, Financial Modeling, Securitization, Capital Markets, Mergers & Acquisitions, Structured Finance, Equities
Education
University of North Carolina at Wilmington 1995 — 1997
MBA, Finance
Mississippi State University - College of Business and Industry 1990 — 1992
BPA, Accounting
Priority Care Solutions, LLC August 2015 - Present
Digital Risk March 2009 - May 2015
J.P. Morgan October 2007 - January 2009
Countrywide Financial Corporation March 2007 - October 2007
Fifth Third Bank November 2005 - March 2007
Countrywide Financial Corporation March 2004 - November 2005
Bank of America March 1999 - March 2004
Southern Company Energy Trading June 1998 - March 1999
Skills
Mortgage Lending, Loans, Credit, Financial Analysis, Mortgage Banking, Credit Analysis, Risk Management, Portfolio Management, Banking, Financial Risk, Underwriting, Cash Management, Due Diligence, Mergers, Finance, Strategic Financial..., Loan Origination, Financial Modeling, Securitization, Capital Markets, Mergers & Acquisitions, Structured Finance, Equities
Education
University of North Carolina at Wilmington 1995 — 1997
MBA, Finance
Mississippi State University - College of Business and Industry 1990 — 1992
BPA, Accounting
Lori Schertzer Brody, MBA Lori Schertzer Brody, MBA's J.P. Morgan Experience July 1995 - May 1998
Job Consultant Controller at SVB Capital
Industry Accounting
Experience
SVB Financial Group November 2012 - July 2013
Kleiner Perkins Caufield & Byers November 2011 - February 2012
SunRun June 2011 - October 2011
JP MORGAN PRIVATE BANK January 2008 - May 2009
AIG INVESTMENTS November 2003 - January 2008
Deutsche Bank July 2001 - November 2003
Citigroup March 1999 - July 2001
CANTOR FITZGERALD SECURITIES May 1998 - March 1999
J.P. Morgan July 1995 - May 1998
The Money Store June 1992 - July 1995
Skills
Financial Reporting, Private Equity, Hedge Funds, Investments, Alternative Investments, Management, Valuation, Asset Managment, Financial Modeling
Education
Monmouth University 1993 — 1996
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BS, Accounting
SVB Financial Group November 2012 - July 2013
Kleiner Perkins Caufield & Byers November 2011 - February 2012
SunRun June 2011 - October 2011
JP MORGAN PRIVATE BANK January 2008 - May 2009
AIG INVESTMENTS November 2003 - January 2008
Deutsche Bank July 2001 - November 2003
Citigroup March 1999 - July 2001
CANTOR FITZGERALD SECURITIES May 1998 - March 1999
J.P. Morgan July 1995 - May 1998
The Money Store June 1992 - July 1995
Skills
Financial Reporting, Private Equity, Hedge Funds, Investments, Alternative Investments, Management, Valuation, Asset Managment, Financial Modeling
Education
Monmouth University 1993 — 1996
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1988 — 1992
BS, Accounting
Katelyn Shelly, P.M.P. Katelyn Shelly, P.M.P.'s J.P. Morgan Experience July 2014 - Present
Job Executive Director JP Morgan CIB Treasury Resolution & Recovery Planning
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
JPMorgan Chase August 2013 - July 2014
JPMorgan Chase July 2011 - August 2013
Cantor Fitzgerald May 2008 - July 2011
Cantor Fitzgerald November 2006 - May 2008
Lehman Brothers September 2005 - November 2006
Deutsche Bank August 2004 - September 2005
Deutsche Bank October 2002 - August 2004
Datek Online March 2002 - September 2002
Datek Online February 2000 - March 2002
Skills
Software Project..., Business Process..., Oracle, Analysis, Regulatory Affairs, Project Management, Project Portfolio..., Access, Finance, Management, Financial Modeling, Equities, Budgets, Financial Services, Fixed Income, Risk Management, Portfolio Management, Financial Analysis, Capital Markets, CRM, Business Analysis, Databases, Account Reconciliation, Testing
Education
Monmouth University 1998 — 1999
Rutgers University-New Brunswick
BS in Business, Finance
J.P. Morgan July 2014 - Present
JPMorgan Chase August 2013 - July 2014
JPMorgan Chase July 2011 - August 2013
Cantor Fitzgerald May 2008 - July 2011
Cantor Fitzgerald November 2006 - May 2008
Lehman Brothers September 2005 - November 2006
Deutsche Bank August 2004 - September 2005
Deutsche Bank October 2002 - August 2004
Datek Online March 2002 - September 2002
Datek Online February 2000 - March 2002
Skills
Software Project..., Business Process..., Oracle, Analysis, Regulatory Affairs, Project Management, Project Portfolio..., Access, Finance, Management, Financial Modeling, Equities, Budgets, Financial Services, Fixed Income, Risk Management, Portfolio Management, Financial Analysis, Capital Markets, CRM, Business Analysis, Databases, Account Reconciliation, Testing
Education
Monmouth University 1998 — 1999
Rutgers University-New Brunswick
BS in Business, Finance
Eridania Restituyo's J.P. Morgan Experience July 2010 - April 2015
Job Executive DirectorLoan Syndicate, Sales & Trading | LATAM at BBVA
Industry Banking
Experience
BBVA April 2015 - Present
J.P. Morgan July 2010 - April 2015
Summit Securities Group January 2010 - July 2010
Standard Chartered Bank August 2008 - December 2009
Societe Generale September 2006 - August 2008
Sumitomo Mitsui Banking Corporation October 2005 - September 2006
Education
Montclair State University 2000 — 2004
Finance
BBVA April 2015 - Present
J.P. Morgan July 2010 - April 2015
Summit Securities Group January 2010 - July 2010
Standard Chartered Bank August 2008 - December 2009
Societe Generale September 2006 - August 2008
Sumitomo Mitsui Banking Corporation October 2005 - September 2006
Education
Montclair State University 2000 — 2004
Finance
Ruell C. Brown Ruell C. Brown's J.P. Morgan Experience June 2012 - December 2012
Job Software Engineer (Android Developer)
Industry Computer Software
Experience
The New York Times July 2013 - Present
J.P. Morgan June 2012 - December 2012
Colgate Palmolive January 2012 - May 2012
Ignite Records US March 2010 - January 2012
United States Army May 2002 - May 2010
Ire & Sentiment, LLC November 2005 - June 2008
Skills
Android, Java, C, Leadership, Spanish, Python, SQL, Databases, SAP
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Bachelor of Science
Middlesex County College 2007 — 2010
Associate of Science
Columbia High School
The New York Times July 2013 - Present
J.P. Morgan June 2012 - December 2012
Colgate Palmolive January 2012 - May 2012
Ignite Records US March 2010 - January 2012
United States Army May 2002 - May 2010
Ire & Sentiment, LLC November 2005 - June 2008
Skills
Android, Java, C, Leadership, Spanish, Python, SQL, Databases, SAP
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2013
Bachelor of Science
Middlesex County College 2007 — 2010
Associate of Science
Columbia High School
Heather Philip Heather Philip's J.P. Morgan Experience November 2010 - Present
Job Supervisory Manager at J.P. Morgan
Industry Financial Services
Experience
Yogaspace October 2010 - Present
J.P. Morgan November 2010 - Present
Ameriprise Financial January 2001 - June 2010
American Express Financial Advisors January 2000 - January 2001
American Express Financial Advisors January 1998 - January 2000
National Academy Foundation February 1994 - March 1998
Education
Middlebury College 1989 — 1993
BA, International Poli Sci & Hungarian
Yogaspace October 2010 - Present
J.P. Morgan November 2010 - Present
Ameriprise Financial January 2001 - June 2010
American Express Financial Advisors January 2000 - January 2001
American Express Financial Advisors January 1998 - January 2000
National Academy Foundation February 1994 - March 1998
Education
Middlebury College 1989 — 1993
BA, International Poli Sci & Hungarian
DeeDee Myers DeeDee Myers's J.P. Morgan Experience June 2010 - July 2010
Job Analyst at BMO Harris Bank
Industry Banking
Experience
BMO Harris Bank June 2015 - Present
BMO Harris Bank July 2014 - May 2015
Brownson, Rehmus & Foxworth July 2013 - March 2014
William Blair & Company June 2012 - August 2012
J.P. Morgan June 2010 - July 2010
Education
Middlebury College 2011 — 2013
Bachelor of Arts (B.A.), Economics; Minored in Spanish, Magna Cum Laude
University of Michigan 2009 — 2010
New Trier Township High School 2005 — 2009
BMO Harris Bank June 2015 - Present
BMO Harris Bank July 2014 - May 2015
Brownson, Rehmus & Foxworth July 2013 - March 2014
William Blair & Company June 2012 - August 2012
J.P. Morgan June 2010 - July 2010
Education
Middlebury College 2011 — 2013
Bachelor of Arts (B.A.), Economics; Minored in Spanish, Magna Cum Laude
University of Michigan 2009 — 2010
New Trier Township High School 2005 — 2009
Anna Lackey's J.P. Morgan Experience 2000 - 2003
Job Vice President Strategic RED Project Manager
Industry Investment Banking
Experience
JPMorgan Chase 2013 - Present
JPMorgan Chase 2011 - 2013
Reval 2010 - 2011
JPMorganChase 2007 - 2009
JPMorgan Chase 2005 - 2007
JPMorgan Chase 2003 - 2005
J.P. Morgan 2000 - 2003
Tiger Management 1998 - 2000
Bankers Trust 1994 - 1998
Great Bear Water Company 1990 - 1994
Skills
Swaps, Credit Derivatives, Interest Rate..., Fixed Income, Derivatives, Middle Office, Interest Rate Swaps, Product Control, Equity Derivatives, Trading, Market Risk, Inventory Management, Bloomberg, Equities, Hedge Funds, Investment Banking
Education
Montclair State University 1990 — 1994
BS, Finance and Management
JPMorgan Chase 2013 - Present
JPMorgan Chase 2011 - 2013
Reval 2010 - 2011
JPMorganChase 2007 - 2009
JPMorgan Chase 2005 - 2007
JPMorgan Chase 2003 - 2005
J.P. Morgan 2000 - 2003
Tiger Management 1998 - 2000
Bankers Trust 1994 - 1998
Great Bear Water Company 1990 - 1994
Skills
Swaps, Credit Derivatives, Interest Rate..., Fixed Income, Derivatives, Middle Office, Interest Rate Swaps, Product Control, Equity Derivatives, Trading, Market Risk, Inventory Management, Bloomberg, Equities, Hedge Funds, Investment Banking
Education
Montclair State University 1990 — 1994
BS, Finance and Management
Ryan LaFrance's J.P. Morgan Experience January 2012 - Present
Job Business Analyst at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan January 2012 - Present
TEKsystems April 2011 - January 2012
Asurion June 2000 - November 2010
Skills
SQL, Requirements Analysis, Agile Methodologies, Wireless, Microsoft SQL Server, SDLC, Software Development, Process Improvement, T-SQL, Vendor Management, Business Analysis, Test Planning, Quality Center, Visio, Business Requirements, Requirements Gathering, Management, Software Project..., Integration
Education
Missouri State University 1993 — 1996
Bachelors of Science, Insurance and Risk Management
SOUTHWEST STATE UNIVERSITY 1992 — 1993
J.P. Morgan January 2012 - Present
TEKsystems April 2011 - January 2012
Asurion June 2000 - November 2010
Skills
SQL, Requirements Analysis, Agile Methodologies, Wireless, Microsoft SQL Server, SDLC, Software Development, Process Improvement, T-SQL, Vendor Management, Business Analysis, Test Planning, Quality Center, Visio, Business Requirements, Requirements Gathering, Management, Software Project..., Integration
Education
Missouri State University 1993 — 1996
Bachelors of Science, Insurance and Risk Management
SOUTHWEST STATE UNIVERSITY 1992 — 1993
Brian MacArthur, CFA's J.P. Morgan Experience 2007 - Present
Job Executive Director at JPMorgan
Industry Investment Management
Experience
J.P. Morgan 2007 - Present
Atlantic Trust 1998 - 2007
Stein Roe Investment Counsel 1998 - 2007
pershing 1996 - 1999
Skills
Asset Allocation, Private Wealth..., Investment Strategies, Alternative Investments, Hedge Funds, Wealth Management, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management..., Series 63
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA
Montclair State University 1992 — 1996
BS, Business Administration and Management, General
J.P. Morgan 2007 - Present
Atlantic Trust 1998 - 2007
Stein Roe Investment Counsel 1998 - 2007
pershing 1996 - 1999
Skills
Asset Allocation, Private Wealth..., Investment Strategies, Alternative Investments, Hedge Funds, Wealth Management, Equities, Series 7, Portfolio Management, Fixed Income, Securities, Asset Management, Wealth Management..., Series 63
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA
Montclair State University 1992 — 1996
BS, Business Administration and Management, General
Karina Davydov's J.P. Morgan Experience June 2015 - Present
Job Executive Assistant at JP Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Invitation Homes April 2014 - June 2015
Guidepost Solutions, LLC June 2011 - March 2014
Saatchi & Saatchi March 2007 - June 2011
Skills
Project Management, Legal Writing, Microsoft Office, Due Diligence, Fraud, Strategic Planning, Management, Research, Risk Management, Budgets, Business Development, Customer Service, Government, Leadership, Microsoft Excel, Policy, Security, At Multitasking, Organization Skills
Education
Montclair State University 2003 — 2007
J.P. Morgan June 2015 - Present
Invitation Homes April 2014 - June 2015
Guidepost Solutions, LLC June 2011 - March 2014
Saatchi & Saatchi March 2007 - June 2011
Skills
Project Management, Legal Writing, Microsoft Office, Due Diligence, Fraud, Strategic Planning, Management, Research, Risk Management, Budgets, Business Development, Customer Service, Government, Leadership, Microsoft Excel, Policy, Security, At Multitasking, Organization Skills
Education
Montclair State University 2003 — 2007
Thomas Antonucci's J.P. Morgan Experience January 2015 - Present
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
PTS Consulting April 2013 - December 2014
Neuberger Berman 2011 - 2013
Neuberger Berman 2008 - 2011
Lehman Brothers September 2000 - October 2008
Morgan Stanley 1996 - 2000
Morgan Stanley 1996 - 2000
Skills
IT Management, Vendor Management, CRM, Strategy, IT Service Management, Data Center, Management, PMO, Financial Services, SDLC, IT Strategy, Prime Brokerage, Equities, Infrastructure, Disaster Recovery, Fixed Income, Product Management, Business Analysis, Enterprise Architecture, Hedge Funds, Software Development, Leadership, Integration, Trading Systems, Portfolio Management, Investment Banking, Service Delivery, Strategic Planning, Outsourcing, Information Technology, Risk Management, Executive Management, Market Data, Project Portfolio..., Business Process..., Bloomberg, Asset Management, Capital Markets, Budgets, E-commerce, Middle Office
Education
Montclair State University
Bachelor of Arts (B.A.), Economics & Finance
J.P. Morgan January 2015 - Present
PTS Consulting April 2013 - December 2014
Neuberger Berman 2011 - 2013
Neuberger Berman 2008 - 2011
Lehman Brothers September 2000 - October 2008
Morgan Stanley 1996 - 2000
Morgan Stanley 1996 - 2000
Skills
IT Management, Vendor Management, CRM, Strategy, IT Service Management, Data Center, Management, PMO, Financial Services, SDLC, IT Strategy, Prime Brokerage, Equities, Infrastructure, Disaster Recovery, Fixed Income, Product Management, Business Analysis, Enterprise Architecture, Hedge Funds, Software Development, Leadership, Integration, Trading Systems, Portfolio Management, Investment Banking, Service Delivery, Strategic Planning, Outsourcing, Information Technology, Risk Management, Executive Management, Market Data, Project Portfolio..., Business Process..., Bloomberg, Asset Management, Capital Markets, Budgets, E-commerce, Middle Office
Education
Montclair State University
Bachelor of Arts (B.A.), Economics & Finance
Russell Budnick's J.P. Morgan Experience February 2009 - April 2015
Job Executive Director Asset Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan February 2009 - April 2015
JPMorgan Chase & Co. March 2008 - February 2009
Bear, Stearns & Co. Inc. July 2005 - March 2008
Skills
Fixed Income, Investment Banking, Portfolio Management, Capital Markets, Asset Management, Investments, Equities, Financial Analysis, Strategy, High Yield Bonds, Preferred Stock, Credit, Trading, Government Bonds, corporate bonds, Hybrids
Education
Middlebury College 2001 — 2005
Bachelor of Arts (BA), Economics and Political Science (double major)
Brunswick School 1998 — 2001
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan February 2009 - April 2015
JPMorgan Chase & Co. March 2008 - February 2009
Bear, Stearns & Co. Inc. July 2005 - March 2008
Skills
Fixed Income, Investment Banking, Portfolio Management, Capital Markets, Asset Management, Investments, Equities, Financial Analysis, Strategy, High Yield Bonds, Preferred Stock, Credit, Trading, Government Bonds, corporate bonds, Hybrids
Education
Middlebury College 2001 — 2005
Bachelor of Arts (BA), Economics and Political Science (double major)
Brunswick School 1998 — 2001
Carina Draut's J.P. Morgan Experience February 2013 - Present
Job Quality Assurance Specialist at J.P. Morgan
Industry Financial Services
Sandra Maxfield's J.P. Morgan Experience 2012 - 2013
Job Executive Director Legal Consultant at J.P. Morgan
Industry Law Practice
Experience
J.P. Morgan 2012 - 2013
Eureka Migration LLC November 2009 - November 2012
New York Life November 2006 - June 2009
Citrix Systems August 2004 - November 2006
Skadden Arps August 2000 - August 2004
Freehills September 1997 - July 2000
Debevoise & Plimpton November 1994 - July 1997
Skills
Mergers & Acquisitions, Private Equity, Asset Management, Bank Financings, Investment Funds, Corporate Law, Due Diligence, Joint Ventures, Corporate Finance, Cross-border..., International Law, Corporate Governance, Financial Services, Contract Negotiation, Intellectual Property, Employment Law, Competition Law, Shareholder Agreements
Education
Monash University
LLB (Hons), Law
Monash University
Bachelor of Arts, Philosophy
J.P. Morgan 2012 - 2013
Eureka Migration LLC November 2009 - November 2012
New York Life November 2006 - June 2009
Citrix Systems August 2004 - November 2006
Skadden Arps August 2000 - August 2004
Freehills September 1997 - July 2000
Debevoise & Plimpton November 1994 - July 1997
Skills
Mergers & Acquisitions, Private Equity, Asset Management, Bank Financings, Investment Funds, Corporate Law, Due Diligence, Joint Ventures, Corporate Finance, Cross-border..., International Law, Corporate Governance, Financial Services, Contract Negotiation, Intellectual Property, Employment Law, Competition Law, Shareholder Agreements
Education
Monash University
LLB (Hons), Law
Monash University
Bachelor of Arts, Philosophy
Chris Bernene's J.P. Morgan Experience 1990 - 1992
Job Partner at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman August 1996 - Present
J.P. Morgan 1990 - 1992
Skills
Market Entry, Management Consulting, Organizational Design, Corporate Development, Acquisition Integration, Business Transformation, Health Care Reform, Strategy, Organizational..., Restructuring, Private Equity, Mergers, Business Strategy, Due Diligence, Thought Leadership
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA, Business Administration
University of Oxford 1992 — 1994
M.Phil., English Literature
Middlebury College 1986 — 1990
AB, English
Oliver Wyman August 1996 - Present
J.P. Morgan 1990 - 1992
Skills
Market Entry, Management Consulting, Organizational Design, Corporate Development, Acquisition Integration, Business Transformation, Health Care Reform, Strategy, Organizational..., Restructuring, Private Equity, Mergers, Business Strategy, Due Diligence, Thought Leadership
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA, Business Administration
University of Oxford 1992 — 1994
M.Phil., English Literature
Middlebury College 1986 — 1990
AB, English
Dan Corey's J.P. Morgan Experience May 2006 - March 2009
Job Director at Sumitomo Corporation of America
Industry Financial Services
Experience
Sumitomo Corporation of America December 2012 - Present
Cielo Wind Power October 2009 - March 2012
J.P. Morgan May 2006 - March 2009
Bear Stearns May 2006 - June 2008
PharmaStrat, Inc. July 2005 - November 2005
Skills
Mergers, Energy Markets, Investments, Financial Modeling, Financial Structuring, Energy, Renewable Energy, Tax, Due Diligence, Portfolio Management, Tax Structuring, Arbitrage, Asset Management, Mergers & Acquisitions, Entrepreneurship, Finance, Business Development
Education
Moravian College 2001 — 2005
Bachelor of Art, Financial Economics, Physics, Mathematics
Sumitomo Corporation of America December 2012 - Present
Cielo Wind Power October 2009 - March 2012
J.P. Morgan May 2006 - March 2009
Bear Stearns May 2006 - June 2008
PharmaStrat, Inc. July 2005 - November 2005
Skills
Mergers, Energy Markets, Investments, Financial Modeling, Financial Structuring, Energy, Renewable Energy, Tax, Due Diligence, Portfolio Management, Tax Structuring, Arbitrage, Asset Management, Mergers & Acquisitions, Entrepreneurship, Finance, Business Development
Education
Moravian College 2001 — 2005
Bachelor of Art, Financial Economics, Physics, Mathematics
Rick Hauft's J.P. Morgan Experience September 2010 - November 2011
Job AVP of Consumer Lending
Industry Banking
Experience
NIH Federal Credit Union November 2011 - January 2012
J.P. Morgan September 2010 - November 2011
Wells Fargo Auto Finance 1995 - September 2010
FLAGSHIP CREDIT CORPORATION 1995 - 2001
Franklin Acceptance Corp 1995 - 2000
Bank of Baltimore 1993 - 1995
1st National Bank of Maryland 1984 - 1986
Central National Bank 1981 - 1984
Skills
Credit Analysis, Mortgage Lending, Loans, Credit, Loan Origination, Underwriting, Consumer Lending, Business Development, Portfolio Management, Finance, Loss Mitigation, Financial Analysis, Loan Servicing, Relationship Management, Lines Of Credit, Leadership
Education
Montgomery College
Business
NIH Federal Credit Union November 2011 - January 2012
J.P. Morgan September 2010 - November 2011
Wells Fargo Auto Finance 1995 - September 2010
FLAGSHIP CREDIT CORPORATION 1995 - 2001
Franklin Acceptance Corp 1995 - 2000
Bank of Baltimore 1993 - 1995
1st National Bank of Maryland 1984 - 1986
Central National Bank 1981 - 1984
Skills
Credit Analysis, Mortgage Lending, Loans, Credit, Loan Origination, Underwriting, Consumer Lending, Business Development, Portfolio Management, Finance, Loss Mitigation, Financial Analysis, Loan Servicing, Relationship Management, Lines Of Credit, Leadership
Education
Montgomery College
Business
Debra Noble, CFP®'s J.P. Morgan Experience November 2006 - October 2008
Job Assistant Vice President, Financial Planning
Industry Financial Services
Experience
Lenox Advisors April 2013 - Present
Lenox Advisors April 2010 - March 2013
Ameriprise Financial Services, Inc. December 2009 - April 2010
FRIENDS OF ISLAND ACADEMY January 2009 - December 2009
J.P. Morgan November 2006 - October 2008
SMITH BARNEY May 2004 - November 2006
UBS FINANCIAL SERVICES INC September 2002 - May 2004
Skills
Series 7, Strategic Financial..., Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Estate Planning, Securities, Financial Planners, Financial Advisory, FINRA, Alternative Investments, Uniform Combined State..., Equities, Series 65, Financial Services, Wealth Management..., Hedge Funds, Retirement, Asset Management, 401k, Finance, Investment Advisory, Portfolio Management, Disability Insurance, Investment Strategies, Investment Management, Life Insurance, Long-term Care
Education
Moravian College 1998 — 2002
BA, Economics
Lenox Advisors April 2013 - Present
Lenox Advisors April 2010 - March 2013
Ameriprise Financial Services, Inc. December 2009 - April 2010
FRIENDS OF ISLAND ACADEMY January 2009 - December 2009
J.P. Morgan November 2006 - October 2008
SMITH BARNEY May 2004 - November 2006
UBS FINANCIAL SERVICES INC September 2002 - May 2004
Skills
Series 7, Strategic Financial..., Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Estate Planning, Securities, Financial Planners, Financial Advisory, FINRA, Alternative Investments, Uniform Combined State..., Equities, Series 65, Financial Services, Wealth Management..., Hedge Funds, Retirement, Asset Management, 401k, Finance, Investment Advisory, Portfolio Management, Disability Insurance, Investment Strategies, Investment Management, Life Insurance, Long-term Care
Education
Moravian College 1998 — 2002
BA, Economics
Renee Fontaine's J.P. Morgan Experience February 2009 - July 2009
Job Alternative Investment Regulatory Control Specialist
Industry Financial Services
Experience
BNY Mellon August 2013 - Present
BNY Mellon October 2009 - July 2013
J.P. Morgan February 2009 - July 2009
Putnam Investments October 2007 - May 2008
Education
University of Massachusetts Lowell 2003 — 2008
Bachelor of Science (B.S.), Finance, General
Middlesex Community College 2005 — 2007
Associate of Science (A.S.), Business Administration and Management, General
BNY Mellon August 2013 - Present
BNY Mellon October 2009 - July 2013
J.P. Morgan February 2009 - July 2009
Putnam Investments October 2007 - May 2008
Education
University of Massachusetts Lowell 2003 — 2008
Bachelor of Science (B.S.), Finance, General
Middlesex Community College 2005 — 2007
Associate of Science (A.S.), Business Administration and Management, General
C. Ryan Miller, CFA's J.P. Morgan Experience March 2003 - October 2012
Job HY Credit Analyst at Aberdeen Asset Management
Industry Capital Markets
Experience
Scottish Widows Investment Partnership November 2012 - Present
J.P. Morgan March 2003 - October 2012
J.P. Morgan 2001 - 2003
Skills
Leveraged Finance, Credit, Portfolio Management, High Yield, Credit Analysis
Education
Middlebury College 1997 — 2001
BA, Economics, Political Science
Acton Boxborough Regional High School 1994 — 1997
Scottish Widows Investment Partnership November 2012 - Present
J.P. Morgan March 2003 - October 2012
J.P. Morgan 2001 - 2003
Skills
Leveraged Finance, Credit, Portfolio Management, High Yield, Credit Analysis
Education
Middlebury College 1997 — 2001
BA, Economics, Political Science
Acton Boxborough Regional High School 1994 — 1997
Himanshu Pitolwala's J.P. Morgan Experience 2007 - Present
Job J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan 2007 - Present
Citi 2003 - 2007
Skills
Trading Systems, Electronic Trading, Fixed Income, Interest Rate..., Derivatives, Agile Methodologies, Software Project..., Requirements Analysis, Capital Markets, Investment Banking, SDLC, Unix, Options, Trading, Business Analysis, Credit Derivatives, Financial Markets, Market Data, Sybase, Bloomberg, Risk Management, Equities, XML, Equity Derivatives, Java, SQL, Software Development, Oracle
Education
Montclair State University
Masters, Computer Science
Nirma Institute of Technology
Bachelors, Civil Engineering
Rajkumar College, Rajkot
J.P. Morgan 2007 - Present
Citi 2003 - 2007
Skills
Trading Systems, Electronic Trading, Fixed Income, Interest Rate..., Derivatives, Agile Methodologies, Software Project..., Requirements Analysis, Capital Markets, Investment Banking, SDLC, Unix, Options, Trading, Business Analysis, Credit Derivatives, Financial Markets, Market Data, Sybase, Bloomberg, Risk Management, Equities, XML, Equity Derivatives, Java, SQL, Software Development, Oracle
Education
Montclair State University
Masters, Computer Science
Nirma Institute of Technology
Bachelors, Civil Engineering
Rajkumar College, Rajkot
Suhail A. Shaikh's J.P. Morgan Experience August 1996 - July 2002
Job Partner at Solar Capital Partners LLC
Industry Investment Management
Experience
Solar Capital Partners LLC July 2011 - Present
Bank of America Merrill Lynch August 2005 - July 2011
CIBC World Markets July 2002 - July 2005
J.P. Morgan August 1996 - July 2002
Bankers Trust June 1991 - June 1994
Skills
Credit, Private Equity, Capital Markets, Equities, Valuation, Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Middlebury College 1987 — 1991
AB, Economics and Computer Science
Karachi Grammar School 1971 — 1986
A Levels
Solar Capital Partners LLC July 2011 - Present
Bank of America Merrill Lynch August 2005 - July 2011
CIBC World Markets July 2002 - July 2005
J.P. Morgan August 1996 - July 2002
Bankers Trust June 1991 - June 1994
Skills
Credit, Private Equity, Capital Markets, Equities, Valuation, Financial Modeling, Investment Banking
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Middlebury College 1987 — 1991
AB, Economics and Computer Science
Karachi Grammar School 1971 — 1986
A Levels
Eileen Meus's J.P. Morgan Experience September 1999 - August 2001
Job Housing Programs Quality Assurance and Control Program Manager
Industry Financial Services
Experience
The Governor's Office of Storm Recovery July 2015 - Present
JPMorgan Chase August 2001 - July 2015
J.P. Morgan September 1999 - August 2001
J.P. Morgan August 1998 - September 1999
Skills
Customer Service, Leadership, Process Improvement, Strategic Planning, Team Building, Coaching, Recruiting, Constructive Feedback, Procedure Development, Funding, Document Review, Loan Origination, Escalation Resolution, Consumer Lending, Loans, Banking, Credit Analysis, Portfolio Management, Relationship Management
Education
Molloy College 1995 — 1998
Bachelor's degree, Business Administration and Management, General
Nassau Community College 1993 — 1995
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
The Governor's Office of Storm Recovery July 2015 - Present
JPMorgan Chase August 2001 - July 2015
J.P. Morgan September 1999 - August 2001
J.P. Morgan August 1998 - September 1999
Skills
Customer Service, Leadership, Process Improvement, Strategic Planning, Team Building, Coaching, Recruiting, Constructive Feedback, Procedure Development, Funding, Document Review, Loan Origination, Escalation Resolution, Consumer Lending, Loans, Banking, Credit Analysis, Portfolio Management, Relationship Management
Education
Molloy College 1995 — 1998
Bachelor's degree, Business Administration and Management, General
Nassau Community College 1993 — 1995
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Keith Merchant's J.P. Morgan Experience April 2014 - June 2015
Job Client Relationship Manager at EquiLend
Industry Financial Services
Experience
EquiLend August 2015 - Present
J.P. Morgan April 2014 - June 2015
J.P. Morgan April 2011 - May 2014
J.P. Morgan September 2009 - April 2011
Avis Budget Group September 2008 - May 2009
Goldman Sachs June 2008 - August 2008
Montclair State University September 2007 - May 2008
Skills
Forecasting, Accounting, Excel, Financial Modeling, Analysis, Word, Risk Management, Balance Sheet, Capital, RWA, ROE, NPV, IRR, DCF, Proformas, Corporate Finance, Microsoft Excel, Microsoft Word, Strategic Financial..., Investment Banking, Mergers & Acquisitions, CRM, Management, Equities, Financial Analysis, Finance, Banking, Valuation
Education
Montclair State University
Finance, Finance
EquiLend August 2015 - Present
J.P. Morgan April 2014 - June 2015
J.P. Morgan April 2011 - May 2014
J.P. Morgan September 2009 - April 2011
Avis Budget Group September 2008 - May 2009
Goldman Sachs June 2008 - August 2008
Montclair State University September 2007 - May 2008
Skills
Forecasting, Accounting, Excel, Financial Modeling, Analysis, Word, Risk Management, Balance Sheet, Capital, RWA, ROE, NPV, IRR, DCF, Proformas, Corporate Finance, Microsoft Excel, Microsoft Word, Strategic Financial..., Investment Banking, Mergers & Acquisitions, CRM, Management, Equities, Financial Analysis, Finance, Banking, Valuation
Education
Montclair State University
Finance, Finance
Cameron Taylor's J.P. Morgan Experience May 2014 - Present
Job Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2014 - Present
US Capital Partners April 2013 - May 2014
Market Street Partners, LLC July 2012 - April 2013
Lockheed Martin Corp. June 2011 - July 2012
Marin Capital Management, LLC August 2010 - May 2011
Nuveen Investments June 2008 - August 2008
Skills
Portfolio Management, Financial Analysis, Asset Managment, Due Diligence, Equities, Business Strategy, Corporate Finance, Entrepreneurship, Financial Modeling, Investments, Equity Research, Asset Management, Valuation, Investor Relations, Corporate Development, Structured Finance, Mutual Funds
Education
Middlebury College 2006 — 2010
University of New South Wales 2009 — 2009
Marin Catholic High School
J.P. Morgan May 2014 - Present
US Capital Partners April 2013 - May 2014
Market Street Partners, LLC July 2012 - April 2013
Lockheed Martin Corp. June 2011 - July 2012
Marin Capital Management, LLC August 2010 - May 2011
Nuveen Investments June 2008 - August 2008
Skills
Portfolio Management, Financial Analysis, Asset Managment, Due Diligence, Equities, Business Strategy, Corporate Finance, Entrepreneurship, Financial Modeling, Investments, Equity Research, Asset Management, Valuation, Investor Relations, Corporate Development, Structured Finance, Mutual Funds
Education
Middlebury College 2006 — 2010
University of New South Wales 2009 — 2009
Marin Catholic High School
Fahim Karim's J.P. Morgan Experience February 2014 - Present
Job AVP Global AML Compliance
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2014 - Present
J.P. Morgan February 2014 - Present
JPMorgan Private Bank April 2007 - Present
Guidance Financial Group August 2006 - April 2007
JPMorgan Private Bank April 2003 - August 2006
JPMorgan Private Bank July 1997 - March 2003
JPMorgan Private Bank October 1996 - July 1997
Skills
Risk Management, Change Management, Management, Leadership, Strategy, Financial Risk, Business Analysis, Analysis
Education
Middlesex University 1994 — 1996
Bachelor of Arts, Accounting and Finance
AAOIFI
Course
JPMorgan Chase & Co. April 2014 - Present
J.P. Morgan February 2014 - Present
JPMorgan Private Bank April 2007 - Present
Guidance Financial Group August 2006 - April 2007
JPMorgan Private Bank April 2003 - August 2006
JPMorgan Private Bank July 1997 - March 2003
JPMorgan Private Bank October 1996 - July 1997
Skills
Risk Management, Change Management, Management, Leadership, Strategy, Financial Risk, Business Analysis, Analysis
Education
Middlesex University 1994 — 1996
Bachelor of Arts, Accounting and Finance
AAOIFI
Course
Dan Kanowith's J.P. Morgan Experience 2006 - 2010
Job Vice President, IRD Trade Support at Societe Generale
Industry Investment Banking
Experience
Societe Generale 2010 - Present
J.P. Morgan 2006 - 2010
Bear Stearns 2004 - 2006
Skills
Options, Derivatives, FX, Equity Derivatives, Fixed Income, Structured Products, Interest Rate..., Middle Office, Swaps, FX Options, Series 7
Education
Montclair State University 1993 — 1997
B.A., Philosophy
Societe Generale 2010 - Present
J.P. Morgan 2006 - 2010
Bear Stearns 2004 - 2006
Skills
Options, Derivatives, FX, Equity Derivatives, Fixed Income, Structured Products, Interest Rate..., Middle Office, Swaps, FX Options, Series 7
Education
Montclair State University 1993 — 1997
B.A., Philosophy
Peggy Cox's J.P. Morgan Experience June 2007 - October 2014
Job Marketing Manager, Plan Sponsor and Advisor Experience at Major Financial Services Firm
Industry Financial Services
Experience
Major Financial Services Firm November 2014 - Present
J.P. Morgan June 2007 - October 2014
J.P. Morgan January 2005 - June 2007
J.P. Morgan October 1998 - December 2004
Skills
Marketing Strategy, Process Improvement, Leadership, Management, Marketing, Marketing Management, Strategic Planning, Strategy, Project Management, Vendor Management, Program Management, Business Analysis, Business Development, CRM, Public Speaking, Product Management, Risk Management
Education
University of Kansas 2009 — 2011
Master of Science, Journalism - Marketing
Missouri State University 1977 — 1981
Bachelor of Arts, English
Major Financial Services Firm November 2014 - Present
J.P. Morgan June 2007 - October 2014
J.P. Morgan January 2005 - June 2007
J.P. Morgan October 1998 - December 2004
Skills
Marketing Strategy, Process Improvement, Leadership, Management, Marketing, Marketing Management, Strategic Planning, Strategy, Project Management, Vendor Management, Program Management, Business Analysis, Business Development, CRM, Public Speaking, Product Management, Risk Management
Education
University of Kansas 2009 — 2011
Master of Science, Journalism - Marketing
Missouri State University 1977 — 1981
Bachelor of Arts, English
Catherine Montgomery, CFA's J.P. Morgan Experience July 2010 - October 2012
Job Manager at Ernst & Young Advisory
Industry Banking
Experience
Ernst & Young October 2012 - Present
J.P. Morgan July 2010 - October 2012
J.P. Morgan August 2006 - July 2010
Southwest Corporate FCU August 2004 - November 2005
Southwest Corporate FCU February 2001 - August 2004
Accenture August 1999 - February 2001
Skills
Risk Management, Credit Risk, Fixed Income, Financial Risk, Credit, Basel II, Finance, Financial Services, Investments, Investment Banking, Management, Capital Markets, Equities, Financial Analysis, Banking, Hedge Funds, Derivatives
Education
Missouri State University
MBA, Finance, 4.0
Missouri State University
Bachelor of Science (B.S.), Math, minor in Insurance, Cum Laude in Honors College (3.75)
Missouri State University
Bachelor of Arts (B.A.), History with minor in Economics
Ernst & Young October 2012 - Present
J.P. Morgan July 2010 - October 2012
J.P. Morgan August 2006 - July 2010
Southwest Corporate FCU August 2004 - November 2005
Southwest Corporate FCU February 2001 - August 2004
Accenture August 1999 - February 2001
Skills
Risk Management, Credit Risk, Fixed Income, Financial Risk, Credit, Basel II, Finance, Financial Services, Investments, Investment Banking, Management, Capital Markets, Equities, Financial Analysis, Banking, Hedge Funds, Derivatives
Education
Missouri State University
MBA, Finance, 4.0
Missouri State University
Bachelor of Science (B.S.), Math, minor in Insurance, Cum Laude in Honors College (3.75)
Missouri State University
Bachelor of Arts (B.A.), History with minor in Economics
Diane Makoujy's J.P. Morgan Experience 1985 - 1989
Job Accounting & Finance Professional
Industry Accounting
Experience
MPL Systems 2001 - 2013
Penn Federal Savings Bank 1995 - 2001
The Bank of Hemet 1992 - 1995
East New York Savings Bank (M&T Bank) 1989 - 1992
J.P. Morgan 1985 - 1989
Coopers & Lybrand 1981 - 1985
Education
Montclair State University
Accounting
MPL Systems 2001 - 2013
Penn Federal Savings Bank 1995 - 2001
The Bank of Hemet 1992 - 1995
East New York Savings Bank (M&T Bank) 1989 - 1992
J.P. Morgan 1985 - 1989
Coopers & Lybrand 1981 - 1985
Education
Montclair State University
Accounting
Brandon McDowell's J.P. Morgan Experience April 2010 - April 2014
Job Business Analyst at HarleyDavidson Motor Company
Industry Information Technology and Services
Experience
Harley-Davidson Motor Company August 2015 - Present
Capital One April 2014 - August 2015
J.P. Morgan April 2010 - April 2014
J.P. Morgan April 2010 - April 2014
Skills
Customer Service, Business Analysis, Agile & Waterfall..., Requirements Gathering, Quality Assurance, User Acceptance Testing, Team Building, Teamwork, Independent Thinking, Business Relationship..., Graphic Design, Web Design
Education
Milwaukee Area Technical College
Harley-Davidson Motor Company August 2015 - Present
Capital One April 2014 - August 2015
J.P. Morgan April 2010 - April 2014
J.P. Morgan April 2010 - April 2014
Skills
Customer Service, Business Analysis, Agile & Waterfall..., Requirements Gathering, Quality Assurance, User Acceptance Testing, Team Building, Teamwork, Independent Thinking, Business Relationship..., Graphic Design, Web Design
Education
Milwaukee Area Technical College
Luke Woodard's J.P. Morgan Experience April 2013 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2013 - Present
J.P. Morgan February 2013 - April 2013
J.P. Morgan January 2010 - February 2013
J.P. Morgan December 2008 - February 2009
Skills
Valuation, Investment Banking, Corporate Finance, Capital Markets, Energy Industry, Financial Modeling, Mergers & Acquisitions, Fixed Income, Equities, Derivatives, Investments, Finance, Portfolio Management
Education
Monash University 2005 — 2009
BCom/LLB, Finance, Law
Melbourne High School 2001 — 2004
VCE
J.P. Morgan April 2013 - Present
J.P. Morgan February 2013 - April 2013
J.P. Morgan January 2010 - February 2013
J.P. Morgan December 2008 - February 2009
Skills
Valuation, Investment Banking, Corporate Finance, Capital Markets, Energy Industry, Financial Modeling, Mergers & Acquisitions, Fixed Income, Equities, Derivatives, Investments, Finance, Portfolio Management
Education
Monash University 2005 — 2009
BCom/LLB, Finance, Law
Melbourne High School 2001 — 2004
VCE
Bryan Callahan, CFA's J.P. Morgan Experience October 2010 - June 2012
Job Financial Institutions Group, Key Accounts at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management July 2012 - Present
J.P. Morgan October 2010 - June 2012
Citi January 2010 - July 2010
Skills
Microsoft Office, Asset Management, Investments, Accounting
Education
Mississippi State University - College of Business and Industry 2005 — 2010
International Business, Finance
Lazard Asset Management July 2012 - Present
J.P. Morgan October 2010 - June 2012
Citi January 2010 - July 2010
Skills
Microsoft Office, Asset Management, Investments, Accounting
Education
Mississippi State University - College of Business and Industry 2005 — 2010
International Business, Finance
Dunja Jovicic's J.P. Morgan Experience July 2013 - July 2015
Job Inside Sales Executive at Shoptiques.com
Industry Financial Services
Experience
Shoptiques.com July 2015 - Present
J.P. Morgan July 2013 - July 2015
Skills
Series 7
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Sciences Po Paris 2011 — 2012
Economics and French
Burr & Burton Academy 2005 — 2009
Shoptiques.com July 2015 - Present
J.P. Morgan July 2013 - July 2015
Skills
Series 7
Education
Middlebury College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Sciences Po Paris 2011 — 2012
Economics and French
Burr & Burton Academy 2005 — 2009
William Wallace's J.P. Morgan Experience November 1996 - Present
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 1996 - Present
Federal Home Loan Banks November 1995 - November 1996
Morgan Stanley & Co. September 1980 - September 1994
First Pennco Securities, Inc. June 1976 - September 1980
Mellon Bank, N.A. April 1974 - June 1976
United States Army June 1970 - April 1974
Skills
Management, Investments, Financial Modeling, Risk Management, Corporate Finance, Mergers & Acquisitions, Finance, Derivatives, Leadership, Due Diligence
Education
Middlebury College 1966 — 1970
A.B., American History
J.P. Morgan November 1996 - Present
Federal Home Loan Banks November 1995 - November 1996
Morgan Stanley & Co. September 1980 - September 1994
First Pennco Securities, Inc. June 1976 - September 1980
Mellon Bank, N.A. April 1974 - June 1976
United States Army June 1970 - April 1974
Skills
Management, Investments, Financial Modeling, Risk Management, Corporate Finance, Mergers & Acquisitions, Finance, Derivatives, Leadership, Due Diligence
Education
Middlebury College 1966 — 1970
A.B., American History
Nicole (Nicole Teel) Brine's J.P. Morgan Experience March 2011 - June 2012
Job Senior Field Producer at ProInnovation Productions
Industry Online Media
Experience
ProInnovation Productions April 2014 - Present
KPMG US June 2012 - April 2014
J.P. Morgan March 2011 - June 2012
The Connecticut School of Broadcasting December 2010 - May 2011
TalkPoint June 2008 - May 2011
ProInnovation Productions June 2008 - April 2011
Cablevision May 2007 - June 2008
News 12 Networks January 2006 - May 2007
Skills
Field Production, Webcasting, Streaming Media, Video Production, Broadcast, Video, Digital Media, Television, Broadcast Television, HD Video, Sound, New Media, Social Media, Multimedia, Editing, Post Production, Photoshop, Video Editing, Final Cut Pro, Avid, Adobe Creative Suite
Education
The New School 2008 — 2010
MA, Media Studies
Montclair State University 2003 — 2006
BA, Broadcasting
ProInnovation Productions April 2014 - Present
KPMG US June 2012 - April 2014
J.P. Morgan March 2011 - June 2012
The Connecticut School of Broadcasting December 2010 - May 2011
TalkPoint June 2008 - May 2011
ProInnovation Productions June 2008 - April 2011
Cablevision May 2007 - June 2008
News 12 Networks January 2006 - May 2007
Skills
Field Production, Webcasting, Streaming Media, Video Production, Broadcast, Video, Digital Media, Television, Broadcast Television, HD Video, Sound, New Media, Social Media, Multimedia, Editing, Post Production, Photoshop, Video Editing, Final Cut Pro, Avid, Adobe Creative Suite
Education
The New School 2008 — 2010
MA, Media Studies
Montclair State University 2003 — 2006
BA, Broadcasting
Nathan Woodruff's J.P. Morgan Experience August 2012 - March 2014
Job Software Developer/Data Analyst
Industry Utilities
Experience
AbbVie April 2014 - Present
J.P. Morgan August 2012 - March 2014
University of Wisconsin-Madison October 2008 - January 2011
Aon Hewitt August 2005 - December 2008
Anesthesia Management Partners August 2002 - August 2005
Skills
VBA, Data Analysis, Oracle SQL Developer, Microsoft SQL Server, Access, Management, Networking, Testing, Programming, Project Management, Databases, Visual Basic, Matlab
Education
University of Wisconsin-Madison 2008 — 2011
MS, Nuclear Engineering and Engineering Physics
Milwaukee School of Engineering 1992 — 1997
BS, Mechanical Engineering
AbbVie April 2014 - Present
J.P. Morgan August 2012 - March 2014
University of Wisconsin-Madison October 2008 - January 2011
Aon Hewitt August 2005 - December 2008
Anesthesia Management Partners August 2002 - August 2005
Skills
VBA, Data Analysis, Oracle SQL Developer, Microsoft SQL Server, Access, Management, Networking, Testing, Programming, Project Management, Databases, Visual Basic, Matlab
Education
University of Wisconsin-Madison 2008 — 2011
MS, Nuclear Engineering and Engineering Physics
Milwaukee School of Engineering 1992 — 1997
BS, Mechanical Engineering
Karina Oliver's J.P. Morgan Experience April 2013 - Present
Job Administrative Assistant at J.P. Morgan Asset Management
Industry Utilities
Experience
J.P. Morgan April 2013 - Present
J.P. Morgan Asset Management April 2013 - Present
J.P. Morgan September 2011 - April 2013
Con Edison May 2001 - November 2009
Skills
Customer Service, Call Centers, Invoicing, Microsoft Excel, Process Improvement, Project Management, PowerPoint, Troubleshooting, Outlook, Access
Education
Monroe College 2010 — 2012
Bachelor's Degree, Business Administration, 3.8
J.P. Morgan April 2013 - Present
J.P. Morgan Asset Management April 2013 - Present
J.P. Morgan September 2011 - April 2013
Con Edison May 2001 - November 2009
Skills
Customer Service, Call Centers, Invoicing, Microsoft Excel, Process Improvement, Project Management, PowerPoint, Troubleshooting, Outlook, Access
Education
Monroe College 2010 — 2012
Bachelor's Degree, Business Administration, 3.8
Amy Marx's J.P. Morgan Experience July 1987 - August 1990
Job EHR Administration
Industry Hospital & Health Care
Experience
Calvary Hospital October 2013 - Present
Tortola Vacation August 2004 - June 2010
J.P. Morgan July 1987 - August 1990
Bankers Trust October 1985 - July 1987
Saks Fifth Avenue February 1983 - October 1985
Skills
Clinical Research, Medical Terminology, Healthcare Information..., Microsoft Office, Microsoft Excel, Public Speaking, Healthcare, Hospitals, Email Marketing, Customer Service, Medical Billing, HIPAA
Education
Monroe College 2012 — 2013
Medical Insurance Coding Specialist/Coder
University of Pittsburgh
BA, Economics, Speech & Communications
Alameda Services 2011 — 2011
Certificate, Electronic Health Records
Calvary Hospital October 2013 - Present
Tortola Vacation August 2004 - June 2010
J.P. Morgan July 1987 - August 1990
Bankers Trust October 1985 - July 1987
Saks Fifth Avenue February 1983 - October 1985
Skills
Clinical Research, Medical Terminology, Healthcare Information..., Microsoft Office, Microsoft Excel, Public Speaking, Healthcare, Hospitals, Email Marketing, Customer Service, Medical Billing, HIPAA
Education
Monroe College 2012 — 2013
Medical Insurance Coding Specialist/Coder
University of Pittsburgh
BA, Economics, Speech & Communications
Alameda Services 2011 — 2011
Certificate, Electronic Health Records
Brian Critchley's J.P. Morgan Experience September 2010 - Present
Job Vice President at JP Morgan
Industry Financial Services
Experience
J.P. Morgan September 2010 - Present
Barclays September 2008 - April 2010
Lehman Brothers July 2006 - September 2008
AIG August 2003 - July 2006
Skills
Microsoft Excel, PowerPoint, RWA, Balance Sheet, Business Analysis..., Accounting, Derivatives, Futures & Options, Clearing Houses, Credit Risk
Education
Montclair State University 1999 — 2002
Bachelor of Arts (BA), English Language and Literature, General
J.P. Morgan September 2010 - Present
Barclays September 2008 - April 2010
Lehman Brothers July 2006 - September 2008
AIG August 2003 - July 2006
Skills
Microsoft Excel, PowerPoint, RWA, Balance Sheet, Business Analysis..., Accounting, Derivatives, Futures & Options, Clearing Houses, Credit Risk
Education
Montclair State University 1999 — 2002
Bachelor of Arts (BA), English Language and Literature, General
Arjun Vij's J.P. Morgan Experience June 2012 - Present
Job Investment Management Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2012 - Present
Royal Bank of Scotland June 2011 - August 2011
NDTV June 2010 - August 2010
CanKids...KidsCan(NGO) 2009 - 2009
Education
University of Chicago 2009 — 2013
Bachelor of Arts (B.A.), Economics
Modern School 1996 — 2009
J.P. Morgan June 2012 - Present
Royal Bank of Scotland June 2011 - August 2011
NDTV June 2010 - August 2010
CanKids...KidsCan(NGO) 2009 - 2009
Education
University of Chicago 2009 — 2013
Bachelor of Arts (B.A.), Economics
Modern School 1996 — 2009
Joseph fabre's J.P. Morgan Experience 1998 - 2013
Job
Industry Financial Services
Experience
JP Morgan Investment Management May 2006 - Present
J.P. Morgan 1998 - 2013
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Bloomberg, Portfolio Management, Securities, Valuation, Investments, Asset Management, Financial Modeling, Trading Systems, Alternative Investments, Banking, Mutual Funds, Trading
Education
Montclair State University 1993 — 1998
Bachelor of Arts (B.A.), History
JP Morgan Investment Management May 2006 - Present
J.P. Morgan 1998 - 2013
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Bloomberg, Portfolio Management, Securities, Valuation, Investments, Asset Management, Financial Modeling, Trading Systems, Alternative Investments, Banking, Mutual Funds, Trading
Education
Montclair State University 1993 — 1998
Bachelor of Arts (B.A.), History
Flores Ingrid's J.P. Morgan Experience 2012 - Present
Job Mortgage Loan PRocessor at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2012 - Present
J.P. Morgan 2012 - Present
Bank of America October 2009 - February 2012
Ditech/GMAC July 2006 - September 2009
Skills
Mortgage Banking, VA loans, Residential Mortgages, Refinance, Mortgage Lending, Loans, Loan Origination, Credit Analysis, Credit, FHA, Banking, Mortgage Underwriting
Education
Middlesex County College
JPMorgan Chase March 2012 - Present
J.P. Morgan 2012 - Present
Bank of America October 2009 - February 2012
Ditech/GMAC July 2006 - September 2009
Skills
Mortgage Banking, VA loans, Residential Mortgages, Refinance, Mortgage Lending, Loans, Loan Origination, Credit Analysis, Credit, FHA, Banking, Mortgage Underwriting
Education
Middlesex County College
Senan Daniel's J.P. Morgan Experience March 2011 - Present
Job Private Client Banker at JPMorgan Chase Bank
Industry Financial Services
Experience
J.P. Morgan March 2011 - Present
Bank of America April 2003 - March 2011
Education
Monterey Peninsula College 2002 — 2005
General Studies
J.P. Morgan March 2011 - Present
Bank of America April 2003 - March 2011
Education
Monterey Peninsula College 2002 — 2005
General Studies
Ali Zia's J.P. Morgan Experience April 2015 - Present
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan August 2014 - March 2015
Self Employed 2012 - 2014
General Electric 2010 - 2012
Ernst & YoungA 2002 - 2010
Skills
Entrepreneurship, Management Consulting, Operational Execution, Brand Management, Business Development, Relationship Management, Business Process..., Change Management, Project Management, Leadership, Risk Assessment, Governance, Financial Analysis, Process Improvement, Risk Management, Management, Financial Reporting, Financial Services, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Due Diligence
Education
Monmouth University 1998 — 2002
Bachelor of Science (B.S.), Accounting and Finance
J.P. Morgan April 2015 - Present
J.P. Morgan August 2014 - March 2015
Self Employed 2012 - 2014
General Electric 2010 - 2012
Ernst & YoungA 2002 - 2010
Skills
Entrepreneurship, Management Consulting, Operational Execution, Brand Management, Business Development, Relationship Management, Business Process..., Change Management, Project Management, Leadership, Risk Assessment, Governance, Financial Analysis, Process Improvement, Risk Management, Management, Financial Reporting, Financial Services, Sarbanes-Oxley Act, Internal Controls, Enterprise Risk..., Due Diligence
Education
Monmouth University 1998 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Cihan Nuhoglu's J.P. Morgan Experience 2011 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Monroe Community College August 2008 - Present
J.P. Morgan 2011 - 2013
Skills
Banking, Customer Service, Credit, Financial Services, Portfolio Management, Risk Management, Sales, Investments, Finance, Analysis
Education
Pfeiffer University 2005 — 2007
Bachelor of Arts (BA), Business Administration and Management, General, Sports Management
Monroe Community College 2003 — 2005
Monroe Community College August 2008 - Present
J.P. Morgan 2011 - 2013
Skills
Banking, Customer Service, Credit, Financial Services, Portfolio Management, Risk Management, Sales, Investments, Finance, Analysis
Education
Pfeiffer University 2005 — 2007
Bachelor of Arts (BA), Business Administration and Management, General, Sports Management
Monroe Community College 2003 — 2005
Jason Casper's J.P. Morgan Experience 2013 - 2015
Job Senior Compliance Manager JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan 2013 - 2015
J.P. Morgan 1999 - 2013
Oppenheimer Capital 1995 - 1999
Skills
Securities, Equities, Series 7, Fixed Income, Hedge Funds, Financial Services, FINRA, Alternative Investments, KYC, AML, Compliance, Mutual Funds, Operational Risk, Prime Brokerage, Options, Derivatives, Financial Risk, Investment Banking, Back Office, Operational Risk..., Trading, Private Banking, Portfolio Management, Risk Management, Financial Regulation, USA PATRIOT Act, OFAC, Structured Products, Investment Management, Financial Markets, Anti Money Laundering, Finance
Education
Montclair State University 1989 — 1994
B.S. Business Administration, Finance and Financial Management Services
J.P. Morgan 2013 - 2015
J.P. Morgan 1999 - 2013
Oppenheimer Capital 1995 - 1999
Skills
Securities, Equities, Series 7, Fixed Income, Hedge Funds, Financial Services, FINRA, Alternative Investments, KYC, AML, Compliance, Mutual Funds, Operational Risk, Prime Brokerage, Options, Derivatives, Financial Risk, Investment Banking, Back Office, Operational Risk..., Trading, Private Banking, Portfolio Management, Risk Management, Financial Regulation, USA PATRIOT Act, OFAC, Structured Products, Investment Management, Financial Markets, Anti Money Laundering, Finance
Education
Montclair State University 1989 — 1994
B.S. Business Administration, Finance and Financial Management Services
Shawn Russo's J.P. Morgan Experience February 2012 - Present
Job Bank Teller at J.P. Morgan
Industry
Experience
J.P. Morgan February 2012 - Present
Domino's Pizza September 2010 - September 2011
Skills
Customer Service, Retail Banking
Education
Rutgers University-New Brunswick 2014 — 2017
Middlesex County College 2011 — 2014
Associate's Degree, Business Associate in Arts (A.A.) Degree
J.P. Morgan February 2012 - Present
Domino's Pizza September 2010 - September 2011
Skills
Customer Service, Retail Banking
Education
Rutgers University-New Brunswick 2014 — 2017
Middlesex County College 2011 — 2014
Associate's Degree, Business Associate in Arts (A.A.) Degree
Daniel Glanz's J.P. Morgan Experience February 2014 - September 2015
Job Glanz Properties
Industry Real Estate
Experience
Glanz Properties September 2015 - Present
J.P. Morgan February 2014 - September 2015
J.P. Morgan June 2011 - February 2014
Education
Middlebury College 2007 — 2011
Bachelor's degree, International Politics and Economics
Glanz Properties September 2015 - Present
J.P. Morgan February 2014 - September 2015
J.P. Morgan June 2011 - February 2014
Education
Middlebury College 2007 — 2011
Bachelor's degree, International Politics and Economics
Michelle Boydston's J.P. Morgan Experience February 1998 - September 2006
Job Business Analyst II at UMB Bank
Industry Financial Services
Experience
UMB Bank December 2010 - Present
Argus Health September 2006 - December 2010
J.P. Morgan February 1998 - September 2006
Education
Rockhurst University
Master’s Degree, MBA
Missouri State University
Bachelor’s Degree, Communications, 3.3 GPA
UMB Bank December 2010 - Present
Argus Health September 2006 - December 2010
J.P. Morgan February 1998 - September 2006
Education
Rockhurst University
Master’s Degree, MBA
Missouri State University
Bachelor’s Degree, Communications, 3.3 GPA
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.