J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
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J.P. Morgan Employees
Grupo Dipinti May 2012 - Present
J.P. Morgan July 2011 - August 2013
BBVA Compass September 2010 - December 2010
Skills
Valuation, Investment Banking, Financial Analysis, Mergers & Acquisitions, Equity Capital Markets, Debt & Equity Capital..., Valuation Modeling, Financial Modeling, Corporate Finance, Business Strategy, Start-ups, Lean Startup, Excel Models, DCF Valuation, Team Leadership, Organizational..., Entrepreneurship, Strategy, Market Research, Project Management, Due Diligence, Management, Banking, Investments
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Universidad Iberoamericana, Ciudad de México 2007 — 2011
Bachelor in finance, Finanzas
New York University 2010 — 2010
Microfinance and Business Ethics in the Organization, Finance, General
RBC Capital Markets February 2015 - Present
J.P. Morgan January 2014 - January 2015
J.P. Morgan October 2012 - December 2013
JPMorgan Chase January 2011 - September 2012
New York University September 2009 - December 2011
Skills
Investments, Bloomberg, Economics, Financial Modeling, Financial Analysis, Management, Fixed Income, Risk Management, Portfolio Management, Financial Risk, Equities, Analysis
Education
New York University 2009 — 2011
Master of Arts, Economics
State University of New York at Albany 2005 — 2009
Bachelor of Science, Honors, Economics
Selwyn College
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - June 2015
Citi June 2012 - June 2013
Skills
Business Analysis, Risk Management, Leadership, Financial Analysis, Credit Risk, Project Management, Microsoft Excel, Credit Analysis, Capital Markets, Finance, Banking, Investment Management, Problem Solving, Credit, Financial Risk, Equities, Series 7, Series 63, Financial Modeling
Education
New York University 2015 — 2015
Selected coursework in Corporate Finance, Financial Modeling & Financial Statement Analysis
Trinity International University 2006 — 2010
Bachelor of Arts, Organizational Leadership, 3.95
Morgan Stanley June 2015 - Present
Madewell January 2015 - June 2015
Credit Suisse May 2015 - May 2015
Bank of America Merrill Lynch May 2015 - May 2015
Steve Madden January 2015 - May 2015
J.P. Morgan April 2015 - April 2015
Morgan Stanley January 2015 - January 2015
Nordstrom July 2014 - December 2014
American Bell Family Company, LLC January 2014 - August 2014
New York University October 2012 - May 2014
Skills
Leadership, Retail, Merchandising, Sales, Customer Service, Event Planning, Social Media, Microsoft Word, Team Leadership, Market Research, Strategy, Budgets, Research, Investments, Capital Markets, Data Analysis, Finance
Education
New York University
Bachelor of Science (B.S.), Finance, International Business, & French
New York University, Stern School of Business
Bachelor of Science (B.S.), Finance, Marketing, Social Entrepreneurship
Hopkins High School 2008 — 2012
MSCI Inc. April 2015 - Present
MSCI Inc. March 2013 - March 2015
Goldman Sachs Asset Management July 1999 - February 2013
RiskMetrics Group September 1998 - June 1999
J.P. Morgan June 1994 - August 1998
J.P. Morgan July 1990 - May 1994
Education
New York University 1986 — 1990
Bachelor of Science (B.S.)
J.P. Morgan January 2015 - Present
Microsoft February 2014 - January 2015
Thomson Reuters January 2011 - January 2014
Southern Wine & Spirits November 2009 - December 2010
Aerotek June 2007 - November 2009
Skills
Background Checks, Employee Referral..., Executive Management, Job Fairs, Strategic Partnerships, Applicant Tracking..., Technical Recruiting, Internet Recruiting, College Recruiting, Talent Acquisition, Sourcing, Recruiting, Cold Calling, Executive Search, HRIS, Account Management, Leadership, Temporary Placement, Hiring, Onboarding, Interviews, Performance Management, Consulting, Benefits Administration, Screening Resumes, Employee Relations, Human Resources, Screening, Employee Benefits, Taleo, Organizational..., Management, Contract Recruitment, Talent Management, Communication, Benefits Negotiation, Networking, Time Management
Education
New York University 2015 — 2017
Graduate Certificate Program, Organizational and Executive Coaching
Syracuse University - Maxwell School 2003 — 2007
BA, Policy Studies, Sociology
Parametric May 2015 - Present
Columbia Threadneedle Investments, US May 2013 - May 2015
Wells Fargo Global Fund Services August 2011 - May 2013
J.P. Morgan September 2007 - August 2011
Davidson Kempner Capital Management LLC May 2007 - September 2007
Richards Kibbe & Orbe LLP May 2006 - May 2007
Skills
Equities, Banking, Loans, Trading, Fixed Income, Securities, Private Equity
Education
New York University
Bachelor of Arts (B.A.), English and American Literature
J.P. Morgan September 2007 - Present
Skills
Financial Analysis, Asset Management, Project Management, Financial Modeling, Equity Capital Markets, Technical Writing, Investment Advisory, Equity Research, Fixed Income
Education
New York University 2003 — 2007
Bachelor of Science (B.S.), Finance and C.P.A. Accounting
UBS Investment Bank March 2015 - Present
J.P. Morgan October 2014 - March 2015
UBS Wealth Management April 2014 - September 2014
Shanghai, China May 2013 - October 2013
Commonwealth Bank November 2012 - March 2013
Surge Trading June 1990 - September 2011
Skills
Equity Trading, AML, Compliance, FINRA, Market Making, Trading, SEC reporting, Series 63, Series 24, KYC, OFAC, Series 7, Equities, Electronic Trading, Compliance Audits, Securities, Series 55, ETFs, Options
Education
New York University 2006 — 2009
Certifications, SCPS: US Law and Methodologies / Ethics and Corporate Governance
New York University 1990 — 1990
Certification, SCPS: Financial Markets and Option Strategies
State University of New York at Stony Brook
BA, English
HSBC June 2008 - December 2013
Société Générale January 2007 - June 2008
Barclays May 2001 - January 2007
J.P. Morgan January 1996 - May 2001
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Access, Customer Service, Windows, Research, Outlook, Account Reconciliation, Management, Back Office, Settlement, Bloomberg, Trading
Education
New York University
Bachelor of Science (BS), Marketing
J.P. Morgan February 2014 - Present
JPMorgan Chase January 2013 - Present
JP Morgan Chase July 2009 - January 2013
JPMorgan Chase June 2008 - August 2008
Skills
Agile Methodolgy, Java, Java Enterprise Edition, Business Analysis, JIRA, Oracle, SharePoint, PL/SQL, Microsoft Office, Spring, Wireframes, Hibernate, JavaScript, T-SQL, iOS Development, RESTful WebServices, Product Development, Full SDLC, Agile Methodologies
Education
New York University 2013 — 2014
Master of Science (MS), Management of Technology, Graduate
SUNY Potsdam 2005 — 2009
Bachelor of Science, Computer Science, Business Administration
Thomas Edison High School 2001 — 2005
High School Diploma, Liberal Arts and Sciences/Liberal Studies
J.P. Morgan June 2015 - Present
Constellation Capital Management LLC February 2015 - May 2015
NYU Leonard N. Stern School of Business January 2014 - May 2015
Eagle Strategies, LLC May 2014 - August 2014
New York Life Insurance Company May 2013 - August 2013
THQ June 2012 - August 2012
Trendalytics 2011 - 2012
Skills
Investments, Retirement Planning, Mutual Funds, Strategic Financial..., Fixed Annuities, Securities, Retirement, Estate Planning, Life Insurance, Bloomberg, Financial Analysis, Insurance, Financial Modeling, Wealth Management, Finance, Asset Allocation, Fashion, Business Analytics, Social Media, Chemistry, Economics, Tax Accounting, Income Tax
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Pre-Medicine (Chemistry)
NYU in London 2013 — 2013
Study Abroad Program, Fall 2013 Semester
J.P. Morgan June 2014 - August 2014
Citibank India June 2013 - August 2013
Citi June 2012 - August 2012
Asian Civilization Museum of Singapore June 2010 - July 2010
Skills
Bloomberg Terminal, Microsoft Office, Social Media, Data Analysis, PowerPoint, Microsoft Excel, Public Speaking, Research, Economics, Microsoft Word, Financial Modeling, Financial Analysis, Analysis, Event Planning
Education
New York University 2011 — 2015
Bachelor of Arts (BA), Economics
United World College of South East Asia 2003 — 2011
International Baccalaureate Diploma, 40/45
J.P. Morgan June 2011 - Present
Deutsche Bank February 2004 - May 2011
SIAC - American Stock Exchange September 2002 - January 2004
Knowledge Strategies December 1997 - April 2002
Universidad de Los Andes February 1995 - September 1997
Skills
Derivatives, Equities, Fixed Income, Investment Banking, Quantitative Research, Management, Capital Markets, Business Intelligence, Equity Derivatives, Hedge Funds, E-commerce, Electronic Trading, Business Analysis, Financial Modeling, Project Management, Trading Systems, Portfolio Management, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance, General
Universidad de Los Andes 1990 — 1994
BS, Computer Systems Engineering
New York University
Certificate in Business Project Management
Project Management Institute
Project Managment Professional (PMP) Certification
New York University
Certificate in Financial Analysis
Bank of America Merrill Lynch December 2005 - Present
J.P. Morgan September 1975 - December 2005
Education
New York University
Business
Bessemer Trust July 2012 - Present
J.P. Morgan 1997 - 2012
Skills
Hedge Funds, Equities, Alternative Investments
Education
New York University 2004 — 2005
Master of Business Administration (MBA)
Johns Hopkins SAIS 1994 — 1995
Master of Arts (M.A.), International Economics
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
AllianceBernstein July 2011 - August 2013
GMP Securities February 2010 - June 2011
Skills
Trading, Equities, Portfolio Management, Emerging Markets, Hedge Funds, Bloomberg, Valuation, Financial Modeling, Investments
Education
New York University, Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
New York University 2005 — 2009
BA, Economics
J.P. Morgan September 2015 - Present
J.P. Morgan Chase March 2008 - Present
JPMorgan Chase 2008 - Present
Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Financial Services, Relationship Management, Investments, Risk Management, Commercial Banking, Mortgage Banking, Series 63, Wealth Management
Education
New York University
Bachelor of Science (BS), Finance, General
JPMorgan Chase September 2001 - Present
J.P. Morgan 1994 - 2000
Education
New York University
Master of Business Administration (MBA), Finance and International Business
The George Washington University
Bachelor's degree, Economics
Squires / Goldberg, LLP 2004 - Present
Trillium Trading 2001 - 2003
J.P. Morgan 2000 - 2000
Skills
Employee Benefits, Insurance, Estate Planning, Long Term Care, Long-term Care, Life Insurance, Disability Insurance, Health Insurance, Small Business, Long Term Care Insurance, Fixed Annuities, Retirement Planning, Investments, Series 7, Securities
Education
New York University 1998 — 2001
Bachelor of Science, Finance and Information Systems
Penn State University 1997 — 1998
Finance and Information Systems
Merrill Lynch August 2013 - Present
Bank of America Merrill Lynch February 2011 - July 2013
J.P. Morgan July 1994 - July 2007
Skills
Program Management, Organizational Design, Leadership Development, Leadership
Education
NYU 1997 — 1999
Masters, Applied Economics
University of Scranton 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Economics
Walker & Dunlop April 2015 - Present
J.P. Morgan September 2010 - April 2015
J.P. Morgan March 2013 - June 2013
ALaS Consulting LLC June 2008 - October 2010
Skills
Derivatives, Financial Analysis, Trading, Finance, Financial Risk, Risk Management, Entrepreneurship, Investments, Financial Services, Financial Modeling, Interest Rate..., Financial Audits, Fixed Income, Motivated self-starter, Relationship Management, Team Leadership, Middle Office, Structured Products, Real Estate, Real Estate Financing
Education
New York University
M.S. in Real Estate - Finance and Investment
Villanova University 2004 — 2008
Bachelor of Science in Business Administration, Finance, Entrepreneurship
Deloitte August 2014 - Present
Banco Santander 2004 - October 2012
Santander Investment Securities Inc 1999 - 2004
J.P. Morgan 1998 - 1999
Education
City University of New York-Baruch College
Bachelor of Business Administration (B.B.A.), Business, 4.0 in Major / 3.8 Overall
New York University
Accounting & Financial Statement Analysis Intensive (School of Continuing and Professional Studies)
Pace University
Coursework toward Bachelor of Science (B.S.), Computer Science and Information Systems
West Avenue Capital May 2014 - Present
MetLife February 2010 - March 2014
Primastrong 2008 - 2014
John Hancock 2008 - 2008
Merrill Lynch 2007 - 2008
J.P. Morgan 2006 - 2007
J.P. Morgan 2005 - 2007
J.P. Morgan 2004 - 2006
Quail Ridge Ranch & Dressage School 2001 - 2004
Cantor Fitzgerald / eSpeed (Now BGC Partners) 2000 - 2001
Skills
Program Management, Leadership, Security, Data Center, Disaster Recovery, PMO, Fixed Income, Coaching, Governance, Budgets, Banking, Virtualization, Oracle, Financial Services, Emerging Markets, Infrastructure, Credit Derivatives, Securities, Strategy, Restructuring, Management, Risk Management, Derivatives, Project Management, IT Strategy, Vendor Management, Process Improvement, Business Development, Enterprise Software, Consulting, Training, Portfolio Management, Executive Management, Strategic Planning, Organizational..., Business Analysis, SDLC, Business Process..., Entrepreneurship, Project Portfolio..., Leadership Development, Management Consulting, Change Management, Business Intelligence, Outsourcing, Software Project..., PMP, Requirements Analysis
Education
University of California, Berkeley 1985 — 1989
Bachelor's degree, Humanities
Stanford University
Certified Stanford Advance Project Manager, Advanced Project Management
New York University 2006 — 2006
Certified Executive & Organizational Coach, Executive & Organizational Coaching
Chase June 2013 - Present
J.P. Morgan June 2008 - June 2013
JPMorgan Chase April 2000 - June 2008
Optimark Technologies April 1999 - April 2000
Unites States Tennis Association (USTA) January 1998 - April 1999
Free Lancer December 1995 - December 1997
Skills
Organizational Structure, Strategic Leadership, Offshore Resource..., Resource Management, Technology Development, Enterprise Architecture, Data Migration, Data Analysis, Internal Audit, Agile Methodologies, Management, Enterprise Software, IT Strategy, Integration, Leadership, Process Improvement, Project Management, SDLC, Software Development, Vendor Management
Education
Dale Carnegie Institute 2010 — 2011
Certification, Human Relations and Leadership
College of Engineering 1993 — 1997
Bachelor's degree, Computer Software Engineering
New York University
Certification, Technology Management in Mergers and Acquisitions
Credit Suisse May 2011 - Present
J.P. Morgan August 2005 - April 2011
Skills
Fixed Income, Emerging Markets, Derivatives, Investment Banking, Bloomberg, Equities, Financial Modeling, Credit Derivatives, Structured Products, Bonds, Securities, Trading Systems, Interest Rate..., Swaps, Equity Derivatives, Valuation, Treasury, Risk Management, Dodd-Frank
Education
New York University
Financial Risk Management
Rutgers, The State University of New Jersey-Newark
B.A., Economics
Brand USA January 2013 - Present
J.P. Morgan April 2008 - October 2012
J.P. Morgan July 2007 - March 2008
Susquehanna University January 2005 - May 2007
Marsh & McLennan Companies, Inc. May 2006 - July 2006
Skills
Public Relations, Marketing Communications, Marketing Strategy, Research, Event Management, Analysis, Event Planning, Social Media Marketing, Proposal Writing, Corporate Communications, Policy, Time Management, Team Leadership, Strategic Communications, Program Management, Brand Identity, Website Management
Education
The George Washington University 2012 — 2013
Masters in Tourism Administration, Sustainable Tourism Management
New York University 2010 — 2011
Public Relations
Susquehanna University 2003 — 2007
Bachelor, Business Administration/Global Management
University of London 2005 — 2005
Study Abroad Program
Prosek Partners September 2014 - Present
J.P. Morgan April 2013 - August 2014
PwC June 2006 - May 2013
SCAP January 2003 - May 2006
Deloitte April 2000 - December 2002
Skills
Art Direction, Print Collateral, Creative Direction, Corporate Branding, Corporate Identity, Creative Strategy, Graphic Design, User Interface Design, Brand Development, Brochures, Interaction Design, Adobe Creative Suite, Logo Design, Experience Design, Creative Development, Video Production, Digital Strategy, Strategy, Integrated Marketing, Graphics, Branding & Identity, Illustrator, Adobe Acrobat, Collateral, Typography, Flash, InDesign, User Experience, Marketing
Education
New York University 2011 — 2012
Professional Certificate, Digital Video Production
Yale University - Yale School of Management 2008 — 2008
AIGA Executive Program, Business Perspectives for Creative Leaders
Universidad Iberoamericana, Ciudad de México 1993 — 1999
Bachelor of Fine Arts (B.F.A.), Graphic Design
Colegio Vista Hermosa
J.P. Morgan January 2014 - Present
United Nations Economic Commission for Europe August 2013 - October 2013
University of Geneva July 2012 - June 2013
University of Toronto July 2010 - June 2012
University of Maryland September 2008 - June 2010
Skills
LaTeX, Mathematical Modeling, Research, Problem Solving, Problem Analysis, Collaboration, Eye for Details, Multitasking Skills, Prioritize Workload, Time Management, Keen Listener, Logical Thinker, Planning & Organizing..., Mathematica, Matlab, Python, PowerPoint, SQL, Analytical Skills, Intellectually Curious, Adaptable to Changes, Highly self-motivated, Thinking Outside The Box, Information Processing, Information Resources..., Complex Systems, Hadoop, Technical Writing, Beamer presentations, Dynamical Systems, Science, Analysis, Stochastic Processes, Data Analysis, Data Mining, Critical Thinking, Monte Carlo Simulation, Statistical Modeling, Scientific Computing
Education
New York University 2003 — 2008
Doctor of Philosophy (Ph.D.), Mathematics
Villanova University 2013 — 2014
Master Certificate, Business Intelligence
Advanced Scientific Programming in Python 2013 — 2013
University of California, Berkeley 2000 — 2003
Bachelor of Arts (B.A.) with highest honors, Mathematics
St. Petersburg School in Probability and Statistical Physics 2012 — 2012
Mathematical Statistics and Probability
Division of Professional Licensure October 2014 - Present
Commonwealth of Massachusetts December 2012 - Present
MSCI Inc. 2010 - Present
RISKMETRICS GROUP (now part of MSCI) 2000 - 2010
Arrakis 2000 - 2003
J.P. Morgan March 1991 - February 2000
Amherst Associates June 1983 - July 1987
Skills
CISA, Disaster Recovery, Business Analysis, SQL, Linux, Solaris, IT Management, Software Development, Data Center, Risk Management, Databases, Perl, Project Management, Communication, Process Engineering, IT Infrastructure..., Virtualization, Storage Area Networks, Storage, System Administration, Software Project..., Project Coordination, Enterprise Architecture
Education
New York University
MS, Computer Science
University of Massachusetts, Amherst
BS, Animal Science
Mayfair Capital 2008 - Present
UBS Investment Bank 2001 - 2008
J.P. Morgan 1991 - 2001
Bear Stearns 1987 - 1991
Skills
Fixed Income, Structured Products, ABS, High Yield, CMBS, Interest Rate..., Trading, Credit Derivatives, Structured Finance, Swaps, Institutional..., Hedge Funds, Investments, CDS, CDO, Bloomberg, Financial Structuring, Residential Mortgages, Portfolio Management, Equity Derivatives, Capital Markets, Asset Management, Bonds, Alternative Investments, Credit, Investment Banking, Risk Management, Securitization, Corporates, Securities, Derivatives, Equities, Credit Risk, MBS, Electronic Trading, Emerging Markets, FX Options, Financial Markets, Fund Of Funds, Hedging, Leveraged Finance, Market Risk, Options, Prime Brokerage, Private Equity, Proprietary Trading, Series 7, Special Situations, Valuation, CLO
Education
New York University
The Hotchkiss School
Self-employed January 2005 - Present
Mercer Delta Consulting 2000 - 2005
J.P. Morgan January 1996 - December 1998
Richardson Company January 1992 - December 1996
Montefiore Medical Center January 1990 - December 1992
Kraft Foods 1981 - 1989
Skills
Organizational..., Executive Development, Executive Coaching, Leadership, Coaching, Team Building, Change Management, Management Consulting, Organizational..., Leadership Development, Management, Process Improvement, Strategic Planning, Organizational Design, Workshop Facilitation, Executive Management, CRM, Strategy, Talent Management, Employee Engagement, MBTI, Management Development, Culture Change, 360 Feedback, Emotional Intelligence, Career Development, Performance Improvement, Performance Management, Business Transformation, Psychometrics, Consulting, Personnel Management, Workforce Planning, Mergers & Acquisitions, Onboarding, Acquisition Integration, Human Resources, HR Consulting, Program Management, Talent Acquisition, Succession Planning
Education
Columbia University Teachers College
EdD
New York University
MSW
One Acre Fund August 2015 - Present
One Acre Fund August 2012 - April 2015
Mercy Corps/Kompanion Microfinance Company June 2011 - August 2011
J.P. Morgan August 2008 - July 2010
JPMorgan Chase & Co. July 2006 - July 2008
Banca Intesa May 2005 - August 2005
CDS International June 2004 - August 2004
Skills
Economics, Financial Analysis, Microfinance, International..., Proposal Writing, Policy Analysis, Financial Modeling, Stata, Analysis, Corporate Finance, NGOs, Program Management, International Trade, Finance, Management, Business Relationship..., International Relations
Education
Tufts University - The Fletcher School of Law and Diplomacy 2010 — 2012
Master of Arts in Law and Diplomacy, Development Economics and International Business Relations
New York University 2002 — 2006
Bachelor of Arts, Economics
Gramforacause April 2015 - Present
Mailjet January 2015 - Present
Freelance February 2014 - Present
Mailjet April 2014 - January 2015
Ralph Lauren October 2012 - March 2014
W Diamond Group (Formerly HMX Group) March 2012 - September 2012
J.P. Morgan September 2011 - March 2012
The Walt Disney Company June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
America Online January 2009 - May 2009
Skills
Email Marketing, Press Releases, Web Analytics, Social Media, Photoshop, Google Analytics, Microsoft Excel, Digital Strategy, SEO, Copywriting, Management, Google Adwords, Photography, Instagram, Content Marketing, Blogging, Marketing, Digital Marketing
Education
New York University 2012 — 2013
SCPS, Digital Media Marketing Certificate
New York University 2007 — 2011
B.A., Journalism, Psychology
J.P. Morgan June 2014 - Present
Charitybuzz October 2012 - June 2014
US Embassy-Zagreb May 2012 - August 2012
NBCUniversal, Inc. January 2012 - July 2012
Michael Kors September 2011 - December 2011
Skills
PowerPoint, Word, Outlook, Telephone Skills, Excel, Mac, Event Planning, Microsoft Office, Time Management, Lotus Notes, Advertising, Microsoft Excel
Education
New York University 2008 — 2012
Bachelor of Arts (B.A.), Poltical Science
J.P. Morgan June 2014 - Present
New York University August 2012 - May 2014
J.P. Morgan June 2013 - August 2013
UBS June 2012 - December 2012
Genesys Partners, Inc. February 2011 - June 2012
Skills
Financial Modeling, Economics, Microsoft Office, Microsoft Excel, PowerPoint, Valuation, Financial Analysis
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Applied Mathematics
The Williams School 2006 — 2010
J.P. Morgan July 2014 - Present
Citi June 2013 - August 2013
Essilor June 2012 - July 2012
Deloitte November 2011 - November 2011
Skills
Optics, Market Research, Physics, Strategy, Marketing
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.), Physics (Honors), Economics
United World College of South East Asia 2000 — 2010
International Baccalaureate Diploma
J.P. Morgan January 2015 - Present
Lincoln Financial Group May 2014 - August 2014
Zhongshan Securities July 2012 - August 2012
Skills
Java, C++, Teamwork, Matlab, Mathematics, Microsoft Office, Microsoft Excel, English, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, R, SQL, Design Patterns, C#, LINQ, Perl, VBA, Linux, Python, Microsoft Visual Studio..., XML, XML Schema, XPath
Education
New York University 2013 — 2015
Master's degree, Financial Mathematics
Tsinghua University 2009 — 2013
Bachelor's degree, Mathematics
Lisa's Project: Vegan March 2011 - Present
Nava NYC 2010 - Present
Albemarle Partners 2004 - Present
Bank of America September 2003 - October 2007
J.P. Morgan September 1993 - August 2003
Skills
Management, Team Building, Yoga, Business Development, Marketing Strategy, Strategic Partnerships, Strategic Planning, Marketing, Social Media, New Business Development, Competitive Analysis, Product Marketing, Public Speaking, Account Management, Strategy, Organizational..., Leadership
Education
New York University 1990 — 1992
Bachelor of Arts (B.A.), Psychology and Classic Literature
UCLA 1988 — 1990
Psychology
Lawrence High School
The Arch and Bruce Brown Foundation March 2003 - Present
J.P. Morgan June 1996 - Present
JPMorgan May 1996 - Present
Outsider Media June 1999 - December 2010
Blowsquish.com May 2000 - January 2009
Skills
Microsoft Office, Dreamweaver, Proofreading, Series 7, Series 63, Editing, Creative Writing, Adobe Fireworks, MySQL, PHP, Photoshop, Web Project Management, Magazines, Adobe Acrobat, Website Development, NICE Call Recording, Series 24, SharePoint, Project Management, WordPress, Content Management
Education
New York University 1989 — 1993
BA, English - Creative and Dramatic Writing
J.P. Morgan May 2014 - October 2014
SAP June 2013 - December 2013
Capstone Investment Advisors September 2012 - November 2012
Interflow Communications July 2012 - September 2012
College Fashionista January 2012 - May 2012
Full Picture March 2011 - July 2011
Skills
Advertising, Digital Media, Public Relations, Social Networking, Blogging, Digital Marketing, Editing, Market Research, Editorial, Fashion, Microsoft Excel, Television, Facebook, Logo Design, Marketing, Social Media, Social Media Marketing, Microsoft Office
Education
New York University 2010 — 2014
Bachelor's Degree, Marketing, Management and Education
Karachi American School 2007 — 2010
High School Diploma
Moravian Academy
Goldman Sachs 2003 - 2014
J.P. Morgan 1992 - 2002
Chase 1990 - May 1992
Skills
Equity Research, Capital Markets, Finance, Equities, Financial Analysis, Team Leadership, Investments, Sales Management, Business Strategy, Pension Funds, International Investment, Mutual Funds, Investment Banking, Hedge Funds, Equity Capital Markets, Corporate Finance, Valuation, Trading, Equity Trading, Asset Management, Alternative Investments
Education
New York University
Master of Business Administration (MBA), Finance & International Business
Villanova University
Bachelor of Science (BS), Business Administration
J.P. Morgan Asset Management July 2015 - Present
J.P. Morgan December 2013 - Present
Nielsen Catalina Solutions April 2013 - January 2014
Kao USA Inc. June 2012 - April 2013
CTI Restaurants June 2010 - June 2012
NCAA Men's Track and Field - Xavier University June 2010 - June 2012
Xavier University August 2011 - April 2012
Xavier University August 2010 - March 2011
Skills
Marketing Strategy, Data Analysis, Research, Financial Engineering, SPSS, Consumer Behaviour, Event Planning, Marketing, Nielsen Nitro, Public Speaking, Marketing Research, Qualitative Research, Syndicated Data, Consumer Insight, Statistical Modeling, Fixed Income Portfolio..., Strategy, Valuation
Education
New York University 2015 — 2015
Financial Modeling in Corporate Financial Analysis Using Excel (Fall 2015)
University of Cincinnati College of Business 2012 — 2013
Master of Science (M.S.), Market Research, 3.60
Xavier University 2008 — 2012
Bachelor of Science (BS), Psychology/ Business, Major GPA*: 3.51
Morgan Stanley February 2011 - Present
J.P. Morgan March 2008 - January 2011
Morgan Stanley March 1991 - February 2008
Skills
Hedge Funds, Fixed Income, Derivatives, Trading, Equities, Swaps, Options, Trading Systems, Commodity Markets, Commodity, Risk Management, Hedging, Financial Markets, Financial Modeling, Investment Banking, Structured Products, Bloomberg, Equity Derivatives, Valuation
Education
New York University
Master of Business Administration (MBA), Finance, General
University of Pennsylvania
Bachelor's degree, International Relations and Affairs
University of Pennsylvania
MA, International Relations and Affairs
J.P. Morgan June 2014 - Present
Education
New York University 2010 — 2014
Bachelor’s Degree
Institut d'Etudes politiques de Paris / Sciences Po Paris 2012 — 2013
Contract Analyst Seeking New Ops September 2007 - Present
MBS Private Equity March 2002 - January 2007
UBS 1999 - 2002
J.P. Morgan January 1997 - December 1999
Putnam Investments January 1990 - 1995
Skills
Risk Management, Credit Risk, CCAR, Dodd-Frank, Project Management, Investment Banking, Business Analysis, Leadership, Process Improvement, Financial Analysis, Strategic Planning, Budgets, Derivatives, Capital Markets, Trading Systems, Front to Back Office, Securities Regulation, Security Instruments, Fixed Income, Valuation
Education
Dowling School of Business MBA
MBA Banking and Finance, Banking and Finance
New York University
J.P. Morgan June 2015 - August 2015
Intralinks June 2014 - August 2014
JDS Development Group June 2013 - August 2013
Skills
Real Estate Sales..., VBA, Macros, Java, Python, Microsoft Excel, PowerPoint, OSHA, Microsoft Office
Education
New York University 2012 — 2016
Bachelor's degree, Economics, Mathematics, and Computer Science
J.P. Morgan June 2015 - Present
Morgan Stanley March 2015 - May 2015
IPG January 2014 - January 2015
Marcus & Associates August 2013 - January 2014
Westchester County June 2010 - August 2013
Skills
Analysis, Management, Critical Thinking, Financial Reporting, Finance, Internal Controls, Strategic Planning, Policy, Financial Analysis, Training, Sarbanes-Oxley Act, Auditing, Risk Management, Data Analysis, Process Improvement
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.)
NYU Florence 2013 — 2013
Study Away
The Ursuline School
High School Diploma
J.P. Morgan June 2013 - Present
Merrill Lynch October 2011 - May 2012
Archetype Commerce June 2011 - August 2011
MeeGenius, Inc. September 2010 - March 2011
Lower Merion School District June 2010 - August 2010
Education
New York University 2009 — 2013
Bachelors, Economics
Lower Merion High School 2005 — 2009
TUDOR INVESTMENT CORPORATION February 2014 - Present
J.P. Morgan June 2013 - January 2014
J.P. Morgan June 2012 - August 2012
Bank of New York Mellon June 2011 - August 2011
Cohen & Steers Capital Management March 2011 - May 2011
Legg Mason Global Asset Management September 2010 - December 2010
Bank of America Merrill Lynch May 2010 - August 2010
Briggs Inc May 2010 - August 2010
Skills
Bloomberg, Valuation, Investment Banking, Financial Modeling, Bloomberg Terminal, Marketing, Due Diligence, Mandarin, Fixed Income, Equities, Capital Markets, Hedge Funds, Alternative Investments, Emerging Markets, Equity Research
Education
New York University 2009 — 2013
Bachelor of Arts, Economics
Shanghai American School 2005 — 2009
Hong Kong International School 2002 — 2005
J.P. Morgan June 2014 - Present
Clifford Chance US LLP October 2011 - May 2014
ASPCA September 2010 - September 2011
Clifford Chance US LLP June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Lehman Brothers - BNC Mortgage January 2006 - August 2007
Skills
Legal Writing, Corporate Law, Asset Based Finance, Legal Research
Education
New York University 2007 — 2010
Juris Doctor, Law
University of California, San Diego 2000 — 2004
Bachelor of Arts, Political Science
J.P. Morgan July 2014 - Present
JP Morgan Chase October 2009 - Present
Wells Fargo Private Bank April 2007 - October 2009
The Manhattan Mortgage Company July 2005 - October 2007
Skills
Real Estate, Loan Origination, Banking, Credit, Loans, Investments, Mortgage Banking, Mortgage Lending, Residential Mortgages, Refinance, FHA, Commercial Mortgages
Education
New York University
Gamo Equity Trading June 2009 - Present
Phoenix Partners Group July 2008 - January 2009
Kissel Blake Inc. November 2006 - June 2008
J.P. Morgan 2006 - 2007
Deutsche Bank 1997 - 2005
Education
New York University
J.P. Morgan June 2015 - August 2015
University of Pennsylvania April 2014 - April 2015
Treliant Risk Advisors August 2012 - October 2014
Massey Knakal Realty Services January 2011 - August 2011
Citizen Schools June 2010 - October 2010
Skills
Data Analysis, Research, Team Leadership, PowerPoint, Microsoft Excel, Economics, Strategic Planning, Teamwork, Politics, Political Campaigns, Public Policy, Teaching, Microsoft Word, Regulatory Analysis, Financial Risk, Public Administration, Account Management, Presentations, Compliance, Dodd-Frank, Public Management, Policy, Community Outreach, Program Management, Management, Government, Local Government, Financial Analysis, Financial Accounting, Strategic Financial..., Financial Audits
Education
Temple University - Fox School of Business and Management 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2013 — 2015
Fels Institute of Government, Masters of Public Administration
Tufts University 2006 — 2010
Bachelor's degree, Economics
New York University 2012 — 2013
Course in Graduate Certificate, Global Affairs
The Lawrenceville School 2002 — 2006
Cum Laude
Haverford School 1994 — 2002
J.P. Morgan February 2014 - Present
Bank of America Merrill Lynch December 2011 - January 2014
Goldman Sachs June 2011 - August 2011
Bank of China May 2009 - August 2009
China Mobile International Limited May 2008 - September 2008
Education
New York University 2005 — 2011
Courant Institution of Mathematical Science
Rockwood Capital October 2014 - Present
J.P. Morgan July 2012 - October 2014
J.P. Morgan June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Bloomberg, Financial Analysis, Valuation, Asset Managment, Asset Management, Capital Markets, Leadership, Finance, Equity Research, Hedge Funds, Investments, Fixed Income, Corporate Finance, Private Equity
Education
New York University 2008 — 2012
B.S., Hotel Management, Lodging Development
J.P. Morgan October 2011 - Present
Amalgamated Bank May 2011 - October 2011
HighTower Advisors -- Treasury Partners May 2009 - April 2011
Bear Stearns, a division of JPMorgan May 2003 - May 2009
CIBC World Markets April 2000 - April 2003
Skills
Money Market Funds, Cash Management, Treasury Management, Commercial Banking, Asset Managment, Investments, Portfolio Management, Asset Management, Cash, Financial Analysis, Financial Markets, Liquidity, Bloomberg, Bonds
Education
New York University 1997 — 1999
MA, Economics
New York University 1989 — 1993
BA, Economics
J.P. Morgan 2015 - Present
Bank of America 2009 - 2015
Lehman Brothers 2008 - 2008
Morgan Stanley 2006 - 2008
Citigroup 2005 - 2006
Credit Suisse 2000 - 2005
Merrill Lynch 1996 - 1998
Skills
Fixed Income, Equities, Trading Systems, Financial Risk, Electronic Trading, Sybase, Business Analysis, Asset Management, Java Enterprise Edition, SDLC, Oracle, Data Modeling, Asset Managment, Data Analysis, Collateral Management, Core Java, Application Architecture, Software Project..., Portfolio Management, Treasury Management, CFA, Risk, Treasury Systems, Sun Certified Java..., J2EE Architecture, J2EE, Financial Planning, Alternative Investments
Education
NYU 2004 — 2006
Certificate, Finance
Temple University 1991 — 1994
MS, Computers
Pune University 1987 — 1991
BE, Computers
Cambridge School 1985 — 1987
High School, Science, Maths
St Theresa's Convent School, Karnal 1973 — 1985
High School, General
DR Baxter Search August 2008 - Present
The Intersect Group September 2006 - August 2008
ABM Industries November 2003 - August 2006
The Rockefeller Group 2001 - 2003
J.P. Morgan 1998 - 2001
ESPN 1997 - 1998
Skills
Permanent Placement, Staffing Services, Permanent Staffing, Temporary Staffing, Recruiting, Talent Acquisition, Accounting, Corporate Recruiting, Technical Recruiting, Temporary Placement, Employee Benefits, Contract Recruitment, Staff Augmentation, Management, Management Consulting, Talent Management
Education
University of Maryland College Park 1992 — 1997
BA, Communications
New York University 1999 — 2001
Sports Marketing
J.P. Morgan May 2015 - Present
IRIS Software Inc. February 2013 - May 2015
NTT Data Corporation June 2012 - January 2013
Polaris Financial Technology Limited October 2007 - June 2012
Citi 2001 - 2007
Skills
Project Delivery, Cross-functional Team..., Strategy, Banking, Offshoring, Management, Requirements Analysis, Solution Architecture, Financial Services, Outsourcing, Project Management, Global Delivery, Account Management, Team Management, Leadership, Competitive Analysis, SDLC, Business Development, Needs Analysis, PMP, Contract Negotiation, Engagement Management, Selling, IT Outsourcing, Business Analysis, Sales, Vendor Management
Education
New York University 2008 — 2011
SCPS, New York University's School of Continuing and Professional Education
University of Pune 1999 — 2001
MBA, Information Systems
Pune University 1995 — 1999
Bachelor of Engineering (B.E.), Mechanical Engineering
Mother's International School 1983 — 1995
High School
J.P. Morgan July 1999 - Present
Nomura Securities International October 1998 - June 1999
fashionmall.com June 1998 - September 1998
Union Bank of Switzerland November 1997 - May 1998
Comvision Inc. 1997 - 1997
Skills
SDLC, Vendor Management, Trading Systems, Java, Sybase, Fixed Income, SQL
Education
New York University 1996 — 1999
J.P. Morgan August 2013 - Present
Morgan Stanley June 1996 - Present
Education
New York University
BS, Computer Science
J.P. Morgan September 2013 - Present
Goldman Sachs March 2005 - September 2013
TradeCard 2001 - 2005
Quidnunc 2000 - 2001
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Global Business and Finance
New York University 1996 — 2000
Bank of America July 2015 - Present
Metrolina Association for the Blind August 2015 - August 2015
Bank of America September 2014 - July 2015
Bank of America May 2013 - September 2014
Bank of America Merrill Lynch December 2010 - May 2013
Bank of America Merrill Lynch May 2002 - December 2010
Merrill Lynch January 2001 - May 2002
J.P. Morgan July 2000 - January 2001
Alliance Bernstein June 1997 - July 2000
TIAA-CREF April 1992 - April 1997
Education
New York University 2000 — 2003
MBA, Finance, Information Technology
Pace University-Pleasantville/Briarcliff Campus
B.B.A., Management Information Systems
Parsons School of Design
Illustration
J.P. Morgan November 2013 - Present
J.P. Morgan July 2011 - October 2013
Goldman Sachs March 2008 - July 2011
J.P. Morgan 2005 - 2007
Skills
Interest Rate..., Prime Brokerage, Financial Modeling, Quantitative Finance, Equities, Fixed Income, Quantitative Analytics, Equity Derivatives, Credit Derivatives, Derivatives, Options
Education
New York University 2003 — 2008
Ph.D., Mathematics
J.P. Morgan November 2014 - Present
JPMorgan February 2008 - November 2014
Banc of America Securities 2006 - 2007
Bank of America 2006 - 2007
Barclays Capital 2002 - 2006
PwC Consulting 2001 - 2001
Bear Stearns 2000 - 2000
Skills
Electronic Trading, Trading Systems, Options, Low Latency, Derivatives, Trading Technology, Trading, Prime Brokerage, Capital Markets, Equity Derivatives, Trading Applications, Series 7, Commodities, Securities, Bloomberg, Series 3, Front Office, Trading Platforms, FX trading, Futures, Series 63, Commodity, Equity Trading, FINRA, FX Options, Hedge Funds
Education
University of Maryland College Park 1998 — 2002
Bachelor of Science (B.S.), International Business / Decision Information Technologies
New York University
Strategy and Leadership
Hewitt EnnisKnupp an Aon Company March 2013 - Present
Citco Fund Services March 2011 - March 2013
J.P. Morgan 2008 - 2009
Citigroup 2006 - 2008
Skills
Investran, Financial Modelling, Private Equity, Investor Relations, Fund Of Funds, Alternative Investments, Real Estate, Investment Advisory, Financial Services, Asset Management, Equities, Financial Modeling, Fund Administration, Hedge Funds, Investment Properties, Investments, Finance, Financial Analysis, Portfolio Management, Valuation, Due Diligence
Education
New York University 2014 — 2015
Certificate, Real Estate Finance and Investment
Seton Hall University 2008 — 2010
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1999 — 2003
B.A., Economics
Academic
FRAJEN GLOBAL LLC March 2013 - Present
KYOOR June 2009 - February 2013
CITIGROUP March 2008 - January 2009
DETICA CONSULTING September 2007 - March 2008
J.P. MORGAN 2000 - 2007
J.P. MORGAN September 1999 - December 1999
WATERFORD PARTNERS May 1999 - August 1999
BANKERS TRUST CORP April 1996 - December 1998
BANKERS TRUST CORP October 1995 - March 1996
BANKERS TRUST CORP April 1994 - September 1995
Skills
Fixed Income, Trading, Equities
Education
New York University
Bachelor's Degree, Finance and International Business
Sessions College
Master’s Certificate, Multimedia Arts
Citizens Bank November 2009 - Present
JP Morgan Chase Bank, N.A January 2000 - January 2008
J.P. Morgan January 1994 - January 2000
J.P. Morgan March 1990 - January 1994
J.P. Morgan May 1988 - January 1990
Skills
Treasury Management, Banking, New Business Development, Strategic Sales, Talent Management, New Market Expansion, Employee Coaching, Pipeline Management, P&L Management, Banking Technologies, International Banking..., Tactical Sales Planning, Deposit Growth, Enterprise Valuation
Education
New York University 1984 — 1985
MS, Engineering
State University of New York College at Oneonta 1978 — 1983
Bachelor's Degree, Business Administration and Management, General
Barclays Capital September 2008 - September 2014
Lehman Brothers September 2006 - September 2008
J.P. Morgan August 2001 - October 2004
Skills
Risk Management, Equities, Investment Banking, AML, Fixed Income
Education
New York University 1995 — 1996
City University of New York - Medgar Evers College 1988 — 1992
J.P. Morgan October 1982 - Present
Education
New York University
J.P. Morgan June 2015 - Present
BNY Mellon September 2010 - June 2015
Goldman Sachs October 2009 - September 2010
Tethys Technology June 2006 - October 2009
Skills
Trading Systems, Equities, Fixed Income, Derivatives, Electronic Trading, Hedge Funds, Investment Banking, Equity Derivatives, Capital Markets, Quantitative Finance, Options, Financial Markets, Bloomberg, Trading, Bloomberg Terminal, Equity Trading, Investments, Proprietary Trading, Financial Risk, Middle Office, Asset Allocation, Commodity, Interest Rate..., Foreign Exchange, Market Data, Market Risk, Credit Derivatives, Swaps, Quantitative Analytics, Risk Management, FX Options, Structured Products, Portfolio Management
Education
New York University 2002 — 2008
Peking University 1991 — 1996
J.P. Morgan November 2014 - Present
Bank of America May 2011 - November 2014
JPMorgan Chase August 1985 - March 2011
J.P. Morgan 1983 - 2011
Skills
CRM, Insurance, Capital Markets, Management, Asset Management, Mortgage Lending, Investments, Financial Services, Banking, Treasury Management, Finance, Relationship Management, Sales Management, Securities, Treasury, Sales, Risk Management, Fixed Income
Education
New York University 1979 — 1983
B.S., Marketing
J.P. Morgan July 2014 - Present
JPMorgan Chase June 2012 - July 2014
JPMorgan Chase June 2010 - June 2012
JPMorgan Chase February 2005 - May 2010
Education
New York University 1994 — 1998
Master Degree, Economics
University of Maryland College Park 1985 — 1989
Bachelor's degree, Economics
JPMorgan Chase February 2014 - Present
J.P. Morgan February 2010 - January 2014
JPMorgan 2007 - 2010
Skills
Investment Banking, Fixed Income, Capital Markets, Equities, Valuation
Education
New York University 2001 — 2004
BA, Economics
JPMorgan Chase October 2013 - Present
J.P. Morgan March 2012 - October 2013
Commerzbank AG November 2009 - April 2012
Commerzbank AG June 2008 - April 2010
Taylor-DeJongh 2007 - 2008
Overseas Private Investment Corporation May 2007 - August 2007
Export-Import Bank of the United States September 2006 - May 2007
Upper Deck July 2005 - July 2006
Skills
Financial Modeling, VBA, Interest Rate Swaps, Derivatives, Trading, Interest Rate...
Education
New York University 2011 — 2013
Non-Degree, Courant Institute, Mathematics in Finance
The George Washington University 2006 — 2008
MA, International Trade and Investment Policy
University of California, San Diego 2001 — 2005
BS/BA, Management Science and History
J.P. Morgan September 2013 - Present
Ernst & Young February 2011 - Present
New York University 2009 - 2009
Infosys June 2007 - December 2008
Skills
Visio, VBA, SQL, Business Process..., Unix, Oracle, IT Risk Management, Internal Controls, IT Strategy, IT Audit, IT Management, SOX 404, Information Security..., Business Analysis
Education
New York University 2009 — 2011
MSIS, Information Systems
Osmania University 2003 — 2007
Bachelor of Engineering (B.E.), Industrial Production Technologies/Technicians
JPMorgan Chase September 2013 - Present
US Treasury November 2011 - September 2013
AXA Equitable June 2009 - November 2011
Royal Bank of Scotland June 2007 - July 2008
S3 Partners September 2006 - December 2006
Barclays Capital June 2005 - August 2005
J.P. Morgan June 2004 - August 2004
Skills
Quantitative Finance, Derivatives, Bloomberg, Quantitative Analytics, VBA, R, Hedge Funds, Financial Modeling, Equities, Market Risk, Monte Carlo Simulation, Financial Markets, Capital Markets, Risk Management, Valuation
Education
New York University 2002 — 2007
Doctor of Philosophy (PhD), Applied Mathematics
UC Berkeley
Bachelor's degree, Electrical Engineering and Computer Sciences
J.P. Morgan April 2014 - Present
Citi June 2009 - April 2014
Citi June 2008 - August 2008
Lehman Brothers May 2007 - August 2007
Skills
Financial Analysis, Spanish, Customer Service, Economics, Research, Relationship Management, Forecasting, Project Management, Funding, Investments
Education
New York University 2005 — 2009
Bachelor's degree, Economics, Minor in Business Management and Psychology
Jabix, Inc February 2015 - Present
J.P. Morgan July 2012 - September 2014
UBS Investment Bank December 2005 - July 2012
JP Morgan June 2000 - November 2005
Dresdner Kleinwort September 1998 - June 2000
UniLink Financial Services May 1994 - September 1998
FD Consulting August 1992 - May 1994
Skills
Trading Systems, Sybase, Java, Java Enterprise Edition, Fixed Income, JMS, Capital Markets, Trading, Portfolio Management, Equity Derivatives, Management, SDLC
Education
New York University 2005 — 2007
M.S., Computer Science
Stony Brook University 1989 — 1992
B.S., Computer Science
J.P. Morgan August 2011 - Present
Bank of America February 2006 - July 2011
Standard & Poor's June 2003 - January 2006
Skills
Bloomberg, Capital Markets, Financial Modeling, Fixed Income
Education
New York University 2003 — 2006
MA, Economics
New York University 2000 — 2003
BA, Economics
J.P. Morgan April 2013 - Present
Canaccord Genuity Inc. May 2012 - April 2013
J.P. Morgan December 2011 - May 2012
New York University September 2009 - December 2011
Arcoda Capital Management June 2011 - November 2011
Noesis, LLC April 2010 - October 2010
Washington University School of Medicine August 2007 - May 2009
University of Nebraska Medical Center May 2008 - August 2008
University of Nebraska Medical Center June 2007 - August 2007
Education
New York University 2009 — 2011
M.S.
Washington University in St. Louis 2005 — 2009
B.S.
J.P. Morgan June 2013 - Present
JPMorgan 2000 - Present
UBS Investment Bank January 1996 - January 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Asset Management, Credit Risk, Capital Markets, Credit, Credit Derivatives, Investment Banking, Banking, Structured Products, Equity Derivatives, Financial Modeling, Portfolio Management, Equities, Bloomberg
Education
New York University
Economics
UNIS
Credit Suisse March 2012 - Present
J.P. Morgan May 2003 - March 2012
Education
New York University 2008 — 2010
MBA, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
Credit Suisse February 2014 - September 2014
J.P. Morgan May 2013 - February 2014
Citi May 2011 - January 2013
JP Morgan / Bear Stearns December 2003 - August 2009
J.J. Farber - Lottman June 2003 - October 2003
Advent Software January 2001 - January 2003
Lord Abbett September 2000 - January 2001
Citibank December 1987 - September 2000
J.P. Morgan August 1981 - December 1987
Skills
Business Analysis, Equities, Securities, Fixed Income, Derivatives, Finance, Credit, Portfolio Management, Banking, Financial Services, Loans, Risk Management, Asset Managment, Investment Banking, Asset Management, Mutual Funds, Accounting, Hedge Funds, Capital Markets, Financial Risk, Bloomberg, Financial Modeling
Education
New York University 2009 — 2010
Advanced Certificate, Portfolio Management and Risk Management
Norfolk State University 1979 — 1981
BA, Accounting
State University of New York College of Agriculture and Technology at Morrisville 1977 — 1979
Associates Degree, Accounting
J.P. Morgan
Skills
Retired Managing..., Former President Chase..., Consultant and member..., Corp. Treasurer and..., Former member of the..., Corp. Treasurer and...
Education
New York University
Master of Business Administration (MBA), Finance
Tennessee State University
Bachelor's degree, Business Administration, Accounting and Economics
J.P. Morgan June 2014 - Present
J.P. Morgan July 2013 - Present
J.P. Morgan April 2010 - February 2013
Chartis Insurance February 2008 - April 2010
Rapp Collins Worldwide November 2007 - February 2008
Skills
Marketing Communications, Integrated Marketing, Research, Advertising, Budgeting, Product Marketing, Product Management, Product Launch, Marketing Strategy, Marketing Research, Email Marketing, Digital Marketing, Social Media, Investor Relations
Education
New York University 2009 — 2012
Masters, Masters of Integrated Marketing
Wake Forest University 2001 — 2005
Bachelor of Arts, English, Art History
JP Morgan Securities 2013 - Present
JP Morgan 2010 - 2013
J.P. Morgan 2008 - 2009
J.P. Morgan 2006 - 2008
Bear Stearns 2004 - 2006
Bear Stearns & Co 2001 - 2004
Bear Stearns & Co. 1998 - 2001
Skills
Equities, Fixed Income, Investments, Financial Services, Securities, Employee Relations, Trading Systems, AML, Onboarding, High Net Worth..., Investment Advisory
Education
New York University
Certificate, Learning and Training Development
Schiller University 1988 — 1989
German Language
Rutgers University-New Brunswick
BS in Political Science and BA in German Language, Arts and Sciences
J.P. Morgan May 2013 - Present
Skills
Sales, Photoshop
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (M.B.A.), Finance
New York University 1992 — 1996
Bachelor of Science (B.S.), Finance and Economics
J.P. Morgan January 2015 - Present
J.P. Morgan January 2014 - January 2015
J.P. Morgan August 2011 - January 2014
J.P. Morgan September 2009 - August 2011
J.P. Morgan May 2008 - August 2008
Skills
Strategy, Analytics, Financial Modeling, Finance, Business Strategy, Leadership, Business Analysis, Analysis, Banking, Financial Services, Financial Analysis, Management, Project Management
Education
New York University 2005 — 2009
BA, Economics, Pre-Business, Creative Writing, Chemistry
Wells Fargo Advisors February 2000 - Present
Credit Suisse February 1998 - January 2000
J.P. Morgan June 1995 - January 1998
Citi January 1993 - January 1996
Education
New York University
Master of Business Administration (M.B.A.)
Lightstone Group June 2015 - Present
J.P. Morgan September 2013 - June 2015
J.P. Morgan Asset Management July 2011 - September 2013
Skills
Real Estate Economics, Real Estate Transactions, Investment Properties, Real Estate Investment, Real Estate Private..., Real Estate Development
Education
New York University 2012 — 2016
Master of Science (M.S.)
Steven L. Newman 2011 — 2012
Graduate Certificate, Real Estate Finance
Syracuse University 2007 — 2011
Bachelor of Science (B.S.)
ScrollMotion September 2014 - November 2014
Intent Media Inc. November 2011 - January 2014
J.P. Morgan January 2011 - November 2011
JP Morgan April 2010 - January 2011
New York University June 2007 - June 2008
Skills
Human Resources, Talent Management, Recruiting, College Recruiting, Talent Acquisition, Internet Recruiting, Sourcing, Onboarding, Employee Relations, HRIS, Employee Benefits, Coaching, Applicant Tracking..., Taleo, Performance Management, Administration, PeopleSoft, Employee Engagement, HR Policies, New Hire Orientations, Policy, Graduate Recruitment, Process Improvement, Interviews, Compensation
Education
New York University 2013 — 2013
New York University 2005 — 2009
B.A., Religious Studies
J.P. Morgan June 2015 - Present
J.P. Morgan July 2014 - June 2015
J.P. Morgan May 2014 - July 2014
Crystal & Company 2008 - 2012
Century 21 American Properties 2006 - 2008
United States Marine Corps 2002 - 2006
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Investment Advisory, Equity Capital Markets, Debt & Equity Capital..., Finance, Economics, Financial Analysis, Financial Modeling, Macroeconomics, Microeconomics, Microsoft Excel, Leadership, Business Analysis, Market Research, Real Estate, Insurance, Team Leadership, Risk Management, Program Management, Portfolio Management, Data Analysis, Investments, Negotiation, Management, Investment, Access, PowerPoint, Microsoft Word, Microsoft Office, Mentoring
Education
New York University 2015 — 2017
Master’s Degree, Candidate for M.S. in Real Estate
New York University 2010 — 2013
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School 2014 — 2016
SIFMA / Wharton Certificate, Financial Services Industry
J.P. Morgan June 2014 - Present
Deloitte February 2013 - June 2014
Bank of America May 2005 - November 2012
Skills
AML, Banking, KYC, OFAC, Internal Audit, Project Management, Operations Management, Team Building, Cash Management, CIP, Fraud, Credit, CTR, MIS, Due Diligence, Financial Services, Financial Risk, Loans, Commercial Banking, Problem Solving, Compliance Regulations, Correspondent Banking, Fraud Prevention, Bearer Shares
Education
New York University
Master of Science, Technology Management
New York University
Bachelor of Science (B.S.), Business and Technology Management
Boies, Schiller & Flexner LLP July 2014 - Present
Boies, Schiller & Flexner LLP June 2013 - July 2014
J.P. Morgan June 2012 - June 2012
Avila Capital Markets, Inc. May 2011 - July 2011
Violy & Company June 2010 - July 2010
Skills
Financial Modeling, Spanish, Corporate Finance, Economics, Due Diligence, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance, Economics
Universidad de Navarra 2010 — 2010
Exchange, Business, Economics
The Sagemont School 2003 — 2008
NYU
Bachelor's Degree, Finance, Economics
J.P. Morgan February 2003 - Present
Salomon Smith Barney August 1994 - February 2003
Skills
Wealth Management, Investments
Education
New York University
Davidson Kempner Capital Management May 2011 - Present
J.P. Morgan June 2009 - May 2011
Education
New York University 2004 — 2008
BS, Finance and Statistics
J.P. Morgan July 2015 - Present
J. Safra Asset Management Corporation February 2012 - July 2015
Skills
Bloomberg, Microsoft Office, Eviews
Education
New York University 2010 — 2012
Master of Arts (M.A.), Economics
Peking University 2005 — 2009
Bachelor of Arts (B.A.), History/Economics
Philip Morris International February 2000 - October 2003
Avon Products September 1999 - January 2000
J.P. Morgan July 1997 - September 1999
J.P. Morgan January 1998 - September 1998
J.P. Morgan July 1997 - July 1998
Audits & Surveys Worldwide, Inc. December 1994 - July 1996
Education
New York University 1990 — 1994
BA, Marketing, Art History
J.P. Morgan September 2013 - Present
J.P. Morgan February 2013 - September 2013
Morgan Stanley June 2011 - August 2011
HSBC China February 2010 - June 2010
Skills
Stata, Valuation, Mandarin, Economics, Investment Banking, Financial Modeling, Quantitative Analytics, Bloomberg Terminal, Financial Analysis, Bloomberg
Education
New York University 2010 — 2012
MPA, Public Finance
R3 Reliable Redistribution Resource 2014 - Present
Interior Design Consignors October 2008 - Present
UBS Investment Bank 1999 - 2008
J.P. Morgan 1989 - 1998
Philip Morris International 1987 - 1989
Education
New York University
Bachelor's Degree, Information Technology
Shelf Help Corp May 2003 - Present
TMC Business Management March 2001 - Present
DLJ Direct March 1997 - June 2001
J.P. Morgan July 1987 - April 1996
Skills
IT systems admin, Network Engineer, Project Management, Investments, Carpenter
Education
New York University 1995 — 1997
Certified, IT Systems Admin, Network Engineering, Computer Aided Design and Drafting
Susan E Wagner 1978 — 1981
HS Diploma
Carnegie Hill Properties 2011 - Present
Sunshine Sachs 2011 - 2012
J.P. Morgan 2010 - 2010
CitySites Real Estate Group 2009 - 2009
Project Sunshine 2008 - 2008
Education
New York University 2013 — 2015
Master of Science (MS), Real Estate Development
Union College 2007 — 2011
BS, Psychology, Spanish
The Export Import Bank of the United States September 2013 - Present
J.P. Morgan July 2009 - September 2013
Citi July 1992 - April 2009
Education
New York University
Master of Business Administration (M.B.A.)
Smith College
Bachelor’s Degree
J.P. Morgan May 2015 - Present
Education
New York University 2011 — 2015
Bachelor’s Degree, Ecomonics
J.P. Morgan April 2015 - Present
Moody's Corporation May 2014 - September 2014
J.P. Morgan April 2013 - January 2014
J.P. Morgan August 2012 - March 2013
J.P. Morgan June 2012 - August 2012
AGS Benefits Group July 2010 - May 2011
J.P. Morgan July 2009 - January 2010
Skills
Investment Banking, Data Analysis, Microsoft Office, Business Analysis, Analysis, PowerPoint, SharePoint, Microsoft Word, Outlook, Financial Analysis, Microsoft Excel, Windows 7, Windows, Risk Management, Economics, Financial Modeling, Bloomberg, Training, Access, Capital Markets, Banking, Visio, Asset Management, Financial Services
Education
New York University 2011 — 2015
Bachelor of Arts, Economics
Year Up
Investment Operations, Investment Operations
MarketGrader Capital, LLC May 2015 - Present
Dow Jones Indexes December 2003 - November 2012
Credit Suisse February 1999 - January 2003
J.P. Morgan June 1996 - January 1999
Education
New York University 1989 — 1998
Ph.D., Economics
St. Xavier's College 1983 — 1986
B.Sc., Mathematics
J.P. Morgan August 2012 - Present
Education
NYU 2012 — 2014
Master of Business Administration (MBA), General Management, Corporate Finance, Social Innovation and Impact
University of Pennsylvania 2010 — 2012
Bachelor of Science (B.Sc.), Economics, Finance, 3.97
J.P. Morgan August 2012 - Present
Credit Suisse June 2012 - August 2012
Morgan Stanley September 2011 - June 2012
Barclays Capital May 2011 - September 2011
Education
NYU 2012 — 2014
Master of Business Administration (MBA), General Management, Corporate Finance, Social Innovation & Impact
DNB Markets July 2014 - Present
DNB April 2013 - July 2013
DIAMONDBACK CAPITAL MANAGEMENT, LLC April 2010 - December 2012
J.P. Morgan September 2008 - March 2009
J.P. Morgan Securities Inc September 2008 - March 2009
Bear Stearns & Co. Inc March 2008 - September 2008
Bear Stearns March 2006 - March 2008
Bear Stearns & Co. Inc March 2006 - March 2008
Bear Stearns & Co. Inc February 2004 - March 2006
Skills
Derivatives, Equities, Hedge Funds, Trading, FX Options, Options, Prime Brokerage, Middle Office, Swaps, Emerging Markets, Finance, Settlement, Financial Risk, Mergers & Acquisitions, Strategy, Structured Finance, Product Control, Management, Accounting
Education
New York University 1999 — 2003
Bachelor of Arts (B.A.), Economics
New York University
Minor, Mathematics and Computer Science
Poly Prep
Atto Trading Technologies LLC November 2010 - Present
Denex Trading / GTrade LLC March 2006 - November 2010
Infrast Inc June 2001 - January 2006
GovWorks INC October 1999 - June 2001
ABN AMRO Bank N.V. March 1999 - October 1999
DataArt January 1998 - March 1999
Chase Manhattan Bank September 1996 - January 1998
Citicorp Corporation June 1995 - September 1996
Republic National Bank January 1995 - June 1995
J.P. Morgan January 1994 - January 1995
Skills
Integration, Servers, Networking, TCP/IP, Cisco Technologies, Software Development, Databases, Security, Unix, System Administration, DNS, Disaster Recovery, Network Administration, High Availability, Microsoft Exchange, IIS
Education
New York University 1990 — 1993
Computer Science
KKR July 2013 - Present
Goldman Sachs December 2000 - June 2013
J.P. Morgan August 1994 - December 2000
KPMG US July 1991 - August 1994
Skills
Private Equity, Hedge Funds, Valuation, Due Diligence, Accounting, Financial Reporting, Finance, Financial Accounting, Alternative Investments, Fixed Income
Education
New York University 1996 — 2000
Master of Business Administration (MBA), Finance and Economics
Pace University-Pleasantville/Briarcliff Campus 1987 — 1991
Bachelor of Business Administration (BBA), Public Accounting
J.P. Morgan June 2005 - Present
Skills
Equity Capital Markets, Investment Banking, Capital Markets, Equities, Financial Modeling, Valuation
Education
New York University 2001 — 2005
Bachelor's Degree, Economics