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
J.P. Morgan February 2014 - Present
J.P. Morgan August 2012 - Present
J.P. Morgan 2010 - 2012
Citi 1998 - 2010
Education
Pace University 1997 — 2001
BA, Political Science
J.P. Morgan 2011 - Present
Pershing, a BNY Mellon company 2010 - 2011
Pershing 2006 - 2010
BNY Mellon 2000 - 2006
BNY Mellon 1984 - 2000
EY 1982 - 1984
Skills
Series 7, Financial Reporting, Strategy, Mergers & Acquisitions, Financial Analysis, Banking, Finance, Strategic Financial..., Fixed Income, Forecasting, Management, Securities, Financial Services, Budgets, Series 24, Series 63, Leadership, Equities, Mergers, Financial Modeling, Business Planning, Corporate Finance, Capital Markets, Portfolio Management, Financial Planning
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance
Pace University - Lubin School of Business
Bachelor's Degree, Public Accounting
University of Pennsylvania - The Wharton School
The Securities Industry Institute
Citi August 2013 - Present
JPMorgan Chase Bank NA September 2011 - July 2013
J.P. Morgan May 2007 - September 2011
Standard & Poor's August 1999 - May 2007
Skills
Finance, Financial Services, Capital Markets, Valuation, Asset Management, Derivatives, Bloomberg, Investment Banking, Credit Risk, Corporate Finance, Hedge Funds, Securities
Education
Pace University 1998 — 2002
Bachelor of Science (BS), Management
Amherst Holdings LLC - Single Family Residential September 2014 - Present
Bank of America Merrill Lynch May 2013 - September 2014
J.P. Morgan July 2010 - June 2013
Marcus & Millichap January 2010 - July 2010
Skills
Series 7, Series 63, Capital Markets, Investment Banking, Bloomberg, Equities, Alternative Investments, Strategic Planning, Asset Allocation, Valuation, Portfolio Management, Fixed Income
Education
Pace University - Lubin School of Business
Masters, Finance
Syracuse University - Martin J. Whitman School of Management
Bachelors, Finance
J.P. Morgan July 2013 - Present
JPMorgan Chase March 2013 - July 2013
JPMorgan Chase October 2011 - March 2013
Cross County Federal Savings Bank August 2011 - October 2011
Chase April 2004 - October 2011
Skills
Manage large,..., Foreclosures, Loans, Banking, Customer Service, Financial Risk, Risk Management, Mortgage Lending, Consumer Lending, Portfolio Management, Securities, Mortgage Banking, Credit
Education
Pace University - Lubin School of Business
Utica College
Deutsche Bank June 1997 - April 2012
J.P. Morgan 1995 - 1997
Skills
JavaScript, Trading Systems, Crystal Reports, SQL, DHTML, ASP, Spring, Testing, J2EE Application..., Requirements Analysis, Requirements Gathering
Education
Pace University 1995 — 1997
BS, Computer Science, Mathematics
JP Morgan June 2005 - August 2012
J.P. Morgan July 1970 - August 2002
Skills
Credit, Cash Management, Equities, Financial Services, Investments, Fixed Income, Mutual Funds, Leadership, Securities, Banking, Settlement, Derivatives, Alternative Investments, Relationship Management, Risk Management, Portfolio Management, Bloomberg, Asset Management, Loans, Investment Banking, Financial Markets
Education
Pace University 1986 — 1995
associates, liberal arts
Self-employed 2004 - Present
J.P. Morgan June 1993 - January 2004
Deloitte and Touche September 1991 - June 1993
Skills
Expense Management, Analysis, Bookkeeping, Tax Preparation
Education
Pace University - Lubin School of Business 1987 — 1991
BBA/MBA, Accounting
Duchesnay February 2015 - Present
Novartis Consumer Health April 2003 - January 2012
Salomon Smith Barney January 1999 - April 2003
J.P. Morgan January 1997 - February 1999
Ernst & Young June 1996 - April 1997
Skills
Auditing, Pharmaceutical Industry, Pharmaceutical Sales
Education
Pace University - Lubin School of Business 1992 — 1996
BBA, Acctg/Finance
Barclays May 2012 - Present
Deutsche Bank December 2011 - May 2012
J.P. Morgan March 2011 - October 2011
Merrill Lynch March 2008 - January 2011
Deutsche Bank May 2006 - February 2008
The Depository Trust Company (DTCC) May 2005 - May 2006
JPMorgan Chase December 2004 - May 2005
Skills
Fixed Income, SDLC, Derivatives, User Acceptance Testing, Business Requirements, Trading, Financial Services, Securities, Portfolio Management, Gap Analysis, Analysis, Equities, Investment Banking, Capital Markets, Trading Systems, Middle Office, CDS, Bloomberg, Business Analysis, FX Options, Credit Derivatives
Education
Pace University 2001 — 2005
BA, Finance/Accounting
J.P. Morgan June 2015 - Present
Touro College July 2014 - June 2015
Touro College October 2011 - June 2014
PwC September 2010 - March 2011
IBM August 2008 - February 2010
Pace University August 2007 - July 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Microsoft Excel, Auditing, Accounting, Financial Reporting, Internal Controls, Financial Analysis, Microsoft Office, Management, Leadership, Bloomberg Terminal, Microsoft SQL Server, Vizio, Lotus Notes, Brio Query, SQL DB2, VBA, Cognos, Oracle SQL Developer, SQL Server Management..., AS400 system, Data Integration, Data Cleaning, Business Rules, Data Mapping, Data Analysis, PHP, PowerPoint, Analysis, Event Planning, Finance, Public Speaking, Microsoft Word
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Carpenter Group June 2012 - December 2012
Lazard Asset Management December 2010 - June 2012
UBS Global Asset Management February 2010 - December 2010
J.P. Morgan January 1998 - January 2009
Bankers Trust Company February 1987 - July 1998
Skills
Project Management, Editing, Mutual Funds, Relationship Management, Marketing Communications, Thought Leadership, Digital Marketing, Content Development, Agency Relationship..., Financial Services, Marketing, Asset Management, Marketing Strategy
Education
Pace University - Lubin School of Business
MBA, Marketing
Rutgers Center for Management Development
Mini-MBA™ Digital Marketing
The College of New Jersey
BS, Business Administration and Management, General
J.P. Morgan July 2013 - Present
Old World Restaurant Group 2010 - July 2013
JPMorgan Chase & Co. 2008 - September 2010
Bear Stearns Asset Management 2005 - 2008
Skills
Financial Analysis, Corporate Actions, Prime Brokerage, Fixed Income, Equities, Bloomberg, Risk Management, Asset Allocation, Securities, Hedge Funds, Sales, Alternative Investments, Bonds, Financial Risk, Leadership, Banking, Relationship Management, Series 7, Management, Investment Banking, Financial Services
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor's degree Presidential Scholar Award, Accounting and Business/Management
Staten Island technical high school 1997 — 2001
Regents highschool diploma
Virtu Financial November 2013 - Present
J.P. Morgan February 2006 - November 2013
Credit Suisse November 2000 - February 2006
Donaldson, Lufkin & Jenrette February 1989 - November 2000
Skills
Investment Banking, Financial Services, Strategy, Investments, Capital Markets, Management, Hedge Funds, Valuation
Education
New York University, Stern School of Business 1993 — 1996
Finance, Finance and Economics
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Economics
JPMorgan Chase September 2013 - Present
J.P. Morgan May 2011 - September 2013
JPMorgan Chase October 2009 - May 2011
JPMorgan Chase October 2007 - October 2009
JPMorgan Chase July 2005 - October 2007
Skills
FX Options, Middle Office, Swaps, Trading, Settlement, Interest Rate Swaps, Financial Risk, Fixed Income, Money Market, Derivatives, Bloomberg, Capital Markets, Portfolio Management, Back Office, Credit Derivatives, Hedge Funds, Equities, Finance, Investment Banking
Education
Pace University - Lubin School of Business
Bachelor of Science, Finance
Stuyvesant High School
HS Diploma, Math and Science
Coldwell Banker Residential Brokerage, Manalapan, NJ March 2015 - Present
Gloria Nilson & Co Real Estate May 2014 - March 2015
Benjamin Household 2001 - May 2014
J.P. Morgan 2000 - 2001
Bank of New York 1998 - 2000
ChaseMellon Shareholder Services 1995 - 1998
Skills
Investor Relations, Sellers, Real Estate, Listings, Customer Service
Education
Mulroy School of Real Estate 2014 — 2014
New Jersey Real Estate License
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA)
J.P. Morgan June 2015 - Present
Pace University May 2013 - December 2014
J.P. Morgan June 2014 - August 2014
Goldman Sachs May 2013 - August 2013
Goldman Sachs January 2013 - May 2013
AXA Advisors October 2012 - December 2012
Skills
Microsoft Office, Financial Markets, Finance, Economics, Investments, Accounting, Account Reconciliation, Banking, Derivatives, Equity Derivatives, Excel Pivot, Financial Analysis, Financial Statement..., General Ledger, Management, Microsoft Excel, Financial Reporting, Bloomberg Terminal, Investment Banking
Education
Pace University - Lubin School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Management
U. E. Colegio Los Arcos 1998 — 2010
High School
CoderLoan February 2014 - Present
J.P. Morgan November 2010 - February 2013
Citi January 2010 - October 2010
Goldman Sachs June 2008 - September 2009
Citi- Tribeca Global Management LLC June 2007 - February 2008
Luntz, Maslansky Strategic Research October 2006 - May 2007
Skills
Bloomberg, Equities, Fixed Income, Hedge Funds, Financial Modeling, Investment Banking, Capital Markets, Valuation, Financial Analysis, Bloomberg Terminal, Risk Management, Financial Risk
Education
Pace University - Lubin School of Business 2004 — 2008
Finance, Finance, Economics
Pace University, The Lubin School of Business New 2004 — 2008
Bachelor of Business Administration, Finance
J.P. Morgan September 2011 - September 2014
Indus American Bank June 2011 - August 2011
Skills
Investment Banking, Credit Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Client Expectations..., Broker-Dealer Operations, Broker-Dealer Relations, Financial Reporting, Financial Accounting, Auditing, Credit Risk, Distressed Debt, Research, Accounting, Financial Modeling
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Science (BS), Public Accounting and Finance (150 Credits)
J.P. Morgan January 2015 - Present
J.P. Morgan July 2013 - December 2014
JPMorgan Chase July 2011 - July 2013
WPP February 2009 - July 2011
Pace University September 2007 - May 2011
Lehman Brothers April 2008 - February 2009
Education
Pace University 2007 — 2011
BBA, Finance
Deloitte September 1997 - Present
J.P. Morgan May 1994 - May 1997
Skills
US GAAP, Forensic Accounting, Internal Controls, Big 4, Due Diligence, Fraud Detection, Securities Fraud, Corporate Fraud...
Education
Pace University - Lubin School of Business 1993 — 1997
Bachelor of Business Administration (BBA), Accounting
J.P. Morgan October 2014 - Present
JPMorgan Chase September 2013 - October 2014
JPMorgan Chase October 2012 - September 2013
J.P. Morgan September 2011 - October 2012
Royal Bank of Scotland January 2010 - June 2011
Royal Bank of Scotland December 2009 - June 2011
Royal Bank of Scotland August 2008 - March 2009
ABN AMRO October 2000 - March 2009
abn amro bank February 2000 - February 2009
ABn AMro nv 2000 - 2009
Skills
Expertise in strategic..., Change Leadership, Program Management, Change Management, Restructuring, Data Transformation, Divestitures, Project Planning, Business Process..., Management, Risk Management, Strategy, Process Improvement, Mergers & Acquisitions, CRM, Business Strategy, Project Management, Leadership, Banking, Business Development, Integration, Product Management, Financial Services, Training, Team Leadership, Finance, Strategic Planning, Team Building, Budgets, Executive Management, Business Analysis, Data Analysis, Financial Risk, Cash Management, Payments, Relationship Management, Commercial Banking, Portfolio Management
Education
Phoenix College 2007 — 2009
MBA, Masters in Business Administration
Pace University 2006 — 2008
Bachelor of Science, Business, Psychology and Education
J.P. Morgan July 2015 - Present
TD Ameritrade May 2014 - December 2014
Federal Reserve College Challenge May 2013 - December 2014
Merrill Lynch January 2014 - May 2014
Federal Reserve Bank of Dallas Undergraduate Research Conference March 2014 - March 2014
Skills
Equities, Investment Management, Investments, Monetary Policy, Asset Allocation, Data Analysis, Economics, Teamwork, PowerPoint, Public Speaking, Social Media, Microsoft Excel, Microsoft Word
Education
Pace University 2011 — 2015
Bachelor of Science (B.S.), Business Economics, Cumulative GPA: 3.98; Major GPA: 4.0
JPMorgan Chase & Co. June 2015 - Present
J.P. Morgan July 2015 - August 2015
UBS Wealth Management June 2014 - August 2014
US Navy September 2006 - June 2012
Skills
Military, Security Clearance, Microsoft Excel, Microsoft Office, Navy, Microsoft Word, PowerPoint, Teamwork, Analysis, Supervisory Skills, Risk Management, Investments, Military Experience, Leadership, Research, Finance, Financial Analysis
Education
Pace University - Lubin School of Business 2013 — 2015
BBA, Finance and Financial Management Services, 3.7
Suffolk County Community College 2012 — 2013
Associate's degree, Accounting
Citi July 2015 - Present
J.P. Morgan 2013 - May 2015
J.P. Morgan 2008 - 2013
J.P. Morgan 1997 - 2008
Skills
Fixed Income, Hedge Funds, Equities, Asset Management, Management, Investments, Financial Services, Alternative Investments, Portfolio Management, Securities, Derivatives, Risk Management
Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance, General
J.P. Morgan April 2015 - Present
SunGard January 2010 - April 2015
SunGard January 2009 - April 2015
SunGard September 2006 - December 2009
Skills
Fixed Income, Equities, SQL, Project Management, Integration, Hedge Funds, Software Project..., Financial Services, Testing, Electronic Trading, Financial Markets, Project Planning, Market Data, Options, Alternative Investments, Fund Accounting, Back Office, FX Options, Accounting, Business Analysis
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Finance, Economics
NYC Department of Investigation August 2015 - Present
J.P. Morgan February 2014 - Present
Queens County District Attorney - Domestic Violence Bureau January 2014 - April 2014
J.P. Morgan June 2011 - February 2014
J.P. Morgan June 2008 - June 2011
Skills
Notary Public, Outlook, Legal Research, Document Review, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Lotus Notes, Westlaw, Lexis Nexis, Lexis, PACER, Legal Writing, Criminal Law, Family Law, Courts, Litigation, Pleadings, Bankruptcy
Education
New York Law School 2012 — 2016
Doctor of Law (JD), 3LE
Pace University
Paralegal Certificate
Pace University 2003 — 2007
Bachelor of Fine Arts (BFA), Musical Theatre
Fiorello H. Laguardia High School 1999 — 2003
High School Diploma, Vocal Music Major
J.P. Morgan April 2007 - Present
BNY Mellon May 2006 - April 2007
BNY Mellon July 1994 - May 2006
BNY Mellon December 1989 - July 1994
Chemical Bank July 1984 - December 1989
Chemical Bank October 1980 - July 1984
Chemical Bank July 1976 - October 1980
Skills
Corporate Finance, Fixed Income, Credit Analysis, Financial Modeling, Derivatives, Finance, Credit Risk, Cash Management, Financial Services, Financial Markets, Due Diligence, Structured Finance, Commercial Banking
Education
Pace University - Lubin School of Business 1996 — 2000
Master of Business Administration (MBA), Accounting
Pace University
Bachelor of Business Administration (BBA), Accounting
Citi November 2012 - Present
J.P. Morgan January 2011 - November 2012
Credit Suisse January 2007 - January 2011
J.P. Morgan 2004 - 2006
J.P. Morgan 2001 - 2004
Salomon Smith Barney 2000 - 2001
The Bank of New York 1999 - 2000
Republic National Bank 1997 - 1999
Republic National Bank 1995 - 1997
Skills
PMO, Portfolio Management, IT Governance, Resource Management, Process Engineering, Financial Management, Program Management, Managerial Finance, Governance, Project Management, Risk Management, Process Improvement, Project Portfolio..., Analysis, Leadership, Performance Management, Business Planning, Management, Requirements Gathering, Business Analysis
Education
Pace University 2001 — 2004
MS, Information System Management
University at Buffalo 1991 — 1995
BS, Business Admin/Finance
J.P. Morgan December 2010 - April 2011
AFS Group December 2008 - September 2009
Deutsche Bank January 2008 - November 2008
Credit Suisse February 2008 - August 2008
Lehman Brothers January 2006 - December 2006
Education
Pace University - Lubin School of Business 2001 — 2005
BBA, FInance
Pace University
B.B.A, Finance/Economics
webutuck 1997 — 2001
Dealertrack Technologies July 2012 - Present
Picon Companies, Inc January 2001 - Present
WeRecycle! March 2010 - July 2012
PricewaterhouseCoopers 2009 - 2011
Sallie Mae May 2009 - March 2010
American Federation of November 2001 - May 2009
Computer Horizons 2004 - 2007
J.P. Morgan 2005 - 2006
Merrill Lynch 2000 - 2002
GFI Group January 1999 - November 2001
Skills
C#, .NET, ASP.NET, VB.NET, ASP.NET MVC, C++, Java, JavaScript, jsp, Java Enterprise Edition, Struts, JavaBeans, Ant, Weblogic, IIS, MSMQ, SOAP, Web Services, AJAX, json, jQuery, XML, XSLT, DHTML, CSS, SQL, TSQL, ADO.NET, JDBC, ORM, Entity Framework, LLBLGen, ODBC, OLEDB, SSIS, DTS, UML, Design Patterns, GoF Patterns, Oracle 9i, Microsoft SQL Server, MySQL, Visual Studio, Eclipse, Subversion, Visual SVN, Visual SourceSafe, Microsoft Sharepoint, WPF, WCF
Education
Pace University 1996 — 2002
Bachelor of Science, Computer Science
The Learning Tree 1999 — 1999
Advanced Web Development Windows DNA Certification, Advanced SQL Server Database Development
The Chubb Institute 1996 — 1997
C++ Advance Programming Certification, C++ Advance Programming
J.P. Morgan August 2014 - Present
J.P. Morgan July 2012 - August 2014
J.P. Morgan June 2011 - May 2012
Morgan Stanley November 2010 - May 2011
GenomeWeb LLC September 2009 - November 2010
Skills
Data Analysis, Financial Analysis, Microsoft Excel
Education
Pace University 2008 — 2012
BBA, Finance
Prudential Financial April 2015 - Present
BNY Mellon July 2013 - April 2015
UBS Investment Bank June 2007 - July 2013
Lehman Brothers 1996 - 2006
Lehman Brothers- Japan 1997 - 2001
J.P. Morgan 1993 - 1997
Skills
Fixed Income, Finance, FX Options, Investment Banking, Leadership Development, Derivatives, Accounting, Change Management, Team Leadership, Fundraising, Management, Capital Markets, Equities, Leadership, Hedge Funds, Bloomberg, Risk Management, Financial Modeling, Valuation, Performance Management, Competitive Analysis, Financial Risk, Commodity, Equity Derivatives, Product Control, Business Analysis, Corporate Finance, Financial Analysis, Interest Rate..., Credit Derivatives, Structured Products, Auditing, FX, Bonds, Emerging Markets, Financial Reporting, Private Equity, Portfolio Management, Mergers & Acquisitions, Rates, Trading, Managing Start-ups, Turn Around Management, Business Planning, Forecasting, Expense Management, Structured Finance, Financial Markets, Alternative Investments, Analysis
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Finance and Organizational Management, 3.4
Pace University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Public Accounting and Political Science, 3.4
St. Peter's Prep 1983 — 1986
General, General Studies
J.P. Morgan May 2014 - Present
J.P. Morgan June 2005 - April 2014
Oppenheimer & Co. January 2004 - June 2005
Law Office of Gary Weeks September 2002 - December 2003
Weil Gotshal and Manges February 2001 - September 2002
Skills
Valuation, Fixed Income, Securitization, ABS, CMBS, Capital Markets, Equities, Investment Banking, Derivatives, Securities, Financial Modeling, MBS, Project Management
Education
Pace University - Lubin School of Business 1999 — 2003
Bachelor of Business Administration (BBA), Finance
J.P. Morgan Chase & Co July 2004 - Present
J.P. Morgan 2004 - Present
Skills
Finance, Accounting, Spanish, Financial Analysis, Credit, Investments, Management, Financial Modeling, Credit Cards, Corporate Finance, Cash Management, Banking, Loans, Credit Analysis, Strategic Financial..., Financial Services
Education
Pace University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Pace University - Lubin School of Business 2006 — 2011
Bachelors, Business Administration; Public Accounting and Finance
J.P. Morgan August 2011 - Present
JP Morgan Clearing Corp September 2010 - August 2011
JP Morgan Clearing Corp May 2010 - August 2010
Premier Brokerage Services June 2008 - August 2008
Dr. Harry Sergiou, MD Pediatrics June 2007 - August 2007
Skills
Windows XP Professional, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Outlook, Bloomberg, SharePoint, Mainframe Applications, XTND, Equities, SURF, JEMS, Investment Banking, Accounting, FX Options, Fixed Income, Access, Outlook, PowerPoint, Hedge Funds, Capital Markets, Derivatives, Securities, Financial Analysis, Financial Services
Education
Pace University - Lubin School of Business 2007 — 2011
Bachelor, Finance
J.P. Morgan July 1999 - Present
J.P. Morgan July 1988 - January 1999
Skills
Detailed knowledge of..., Taxation of financial..., Designing and..., Managing across..., Building a large team..., Securities, Mutual Funds, Tax, Banking, Auditing, Derivatives, Finance, Risk Management, Fund Administration, Bloomberg, Investment Banking, Securities Lending, Global Custody, Financial Services, Investments, Corporate Actions, Alternative Investments, Trading, Asset Management, Financial Planners, Credit, Capital Markets, Hedge Funds, Fund Accounting, Back Office
Education
New York University, Law Graduate Tax Program 1983 — 1985
Master of Laws (LL.M.), Tax Law/Taxation
Villanova University School of Law 1980 — 1983
Doctor of Law (JD)
Pace University - Lubin School of Business 1980 — 1980
MS in Finance, Financial Markets
University of Miami 1977 — 1980
Bachelor of Business Administration (B.B.A.), Accounting
Freelance/Communications consultant 2012 - Present
MetLife 2000 - 2010
J.P. Morgan 1997 - 2000
Skills
Employee Engagement, Communications strategy..., Executive..., Change management..., Feature writing, Proofreading and editing, Strategic Communications, Internal Communications, Editing, Corporate Communications, Feature Articles, Communications Planning, Publications, Communication Training, Marketing, Leadership, Management, Copywriting, Strategy, Public Relations, Copy Editing
Education
Pace University
BA, English - Writing; Business Minor, Magna Cum Laude
J.P. Morgan May 2015 - Present
J.P. Morgan May 2013 - May 2015
AIG GLOBAL REAL ESTATE February 2003 - October 2009
CREDIT SUISSE FIRST BOSTON (DLJ) January 1999 - January 2002
Credit Suisse First Boston 1999 - 2002
Capital Management Associates January 1993 - January 1997
Skills
Portfolio Management, Asset Management
Education
Pace University - Lubin School of Business 1994 — 1999
BBA, Finance
Grieve your taxes .com January 2005 - Present
Grieve Your Taxes - Affiliate program January 2005 - Present
RedRock Technologies, Ltd. January 2000 - Present
Royal Insurance January 1974 - December 1975
J.P. Morgan January 1970 - December 1974
Skills
Programming, IT Project & Program..., System Design, Database Design, Databases, Operating Systems, Integration, IBM Assembler, COBOL, Web Development, Software Development, HTML, SQL, Testing, Web Design, Visio, Requirements Analysis, Sales, Strategic Planning, Investment Properties
Education
Cooper Union at NYU 1974 — 1975
Continuing education, Network administration and management
IBM System Science Institute 1973 — 1973
Certificate, Computer systems design and management
Control Data Institute 1972 — 1972
Certificate, Computer Programming
Pace University 1968 — 1971
BBA Marketing/Management, Business - Information Processing
JPMorgan Chase July 2012 - Present
J.P. Morgan September 2011 - June 2012
JPMorgan Chase June 2011 - August 2011
American Venezuelan Association of the United States October 2010 - June 2011
Vector Marketing May 2010 - September 2010
Skills
Bloomberg Terminal, Market Research, Currency, Derivatives, Options, Microsoft Excel, Swaps, QuickBooks, Foreign Exchange, E-commerce, PowerPoint, Microsoft Office, Market Analysis, Microsoft Word, Marketing Research, Economics, FX Options, Direct Marketing, Bonds, Bloomberg, Financial Services, Finance, Trading, Fixed Income, Investments, Securities, Financial Modeling, Financial Risk
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Marketing, Finance, 3.5
Berkshire Hathaway HomeServices New Jersey Properties August 2015 - Present
Private Client Resources January 2015 - March 2015
U.S. Trust January 2004 - January 2014
Credit Suisse 2000 - 2003
Deutsche Bank 1995 - 2000
J.P. Morgan 1991 - 1995
J.P. Morgan 1983 - 1991
Skills
Business Development, Financial Services, Investment Management, Vendor Management, Relationship Management, Strategic Planning, Investments, Marketing, Investment Advisory, Client Service, Finance, Strategic Partnerships, Budgets, Real Estate Transactions, Real Estate Economics, Real Estate, Investment Properties, Contract Negotiations, New Home Sales, Residential Homes, Residential Investment..., First Time Home Buyers, Real Estate Finance, Residential Leases
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Finance
Wagner College
Bachelor of Arts (BA), Economics
Amherst Pierpont Securities February 2013 - Present
Morgan Stanley April 2005 - December 2011
J.P. Morgan June 1992 - April 2005
Skills
Capital Markets, Equities, Hedge Funds, Trading, Securities Lending, Bloomberg, Fixed Income
Education
Pace University-New York 1994 — 1996
MBA, International Business
Pace University 1988 — 1992
Bachelor of Business Administration (BBA), Finance and Economics
Blue Cross Blue Shield of Michigan August 2015 - Present
Blue Cross Blue Shield of Michigan January 2013 - July 2015
Blue Cross Blue Shield of Michigan March 2005 - December 2012
Epitec April 2004 - March 2005
TekSystems October 2000 - February 2004
Blue Cross Blue Shield of Michigan December 1996 - October 2000
Sirco Associates May 1996 - December 1996
UPS December 1993 - April 1996
J.P. Morgan July 1991 - December 1993
Port Authority of NY & NJ May 1990 - June 1991
Skills
Requirements Gathering, Business Analysis, SDLC, Testing, COBOLII, JCL, SQL, MetaVance, eBilling, Microsoft Word, Microsoft Excel, Microsoft Outlook, Visio, Integration, Requirements Analysis, Microsoft Access, Access
Education
Pace University 1987 — 1991
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Hackensack High School 1983 — 1987
J.P. Morgan January 2009 - Present
Bear Stearns & Company February 1994 - December 2008
Goldman Sachs May 1988 - February 1994
Skills
Microsoft Office, Management, Relational Databases, Sybase, Research, Microsoft Word, Microsoft Excel, Financial Modeling, Financial Analysis, Equities, Business Analysis, Fixed Income, Portfolio Management, Investments, Investment Banking, Capital Markets, Risk Management, Finance, Financial Services
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Management Information Systems
Pace University September 2012 - Present
J.P. Morgan June 2015 - August 2015
Target Corporation July 2014 - June 2015
LeBaron Residence May 2013 - August 2013
Skills
Financial Analysis, Financial Accounting, Financial Modeling, Management Accounting, Managerial Skills, Marketing, Marketing Strategy, Economics, Economic Modeling, Microsoft Excel, MS Excel Pivot Tables, Vlookup, Microsoft Office, Microeconomics, Macroeconomics, Customer Service, Accounting, Statistics, Finance, Cash Register, Databases, Proprietary Software, Scanners, Indexing, Public Speaking, Stock Market, Bonds, Non-profit Volunteer, National Honor Society, Retail, Management
Education
Pace University - Lubin School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, 3.96
Tiger Information Systems September 2013 - October 2013
Relationship Science November 2012 - March 2013
Millennium Partners June 2012 - August 2012
J.P. Morgan September 2011 - February 2012
WPP March 2011 - September 2011
Merrill Lynch September 2010 - December 2010
Pace University September 2009 - May 2010
Skills
Relationship Management, Database Administration, Microsoft Office, Marketing, Access, Microsoft Excel, Outlook, PowerPoint, Financial Analysis, Social Media, Spanish, Public Speaking, Event Planning, Facebook, Analysis, Research, Microsoft Word, Data Analysis, Market Research, Teamwork, Accounting
Education
Pace University 2009 — 2013
BS, Business Economics, Magna Cum Laude
Commack High School 2005 — 2009
Advanced Regents High School Diploma
J.P. Morgan August 2015 - Present
Nordea May 2012 - July 2015
Macy's July 2010 - September 2010
E-Follet August 2009 - August 2009
Skills
Windows 8.1, Computer Information..., Information Technology, Information Systems..., Telecommunications..., Operating Systems, Mobile Forensics, Information Security, Windows 7, Windows XP, Microsoft Windows 98, IBM AS/400, Ubuntu, Microsoft Word, Norton Utilities, VPN, Remote Desktop, Midas, PayPlus, IBM iSeries, Hardware Installation, Software Installation, Network Interface Cards, Server Monitoring, Desktop Application..., IT Hardware Support, Risk Analysis, Risk Management
Education
Pace University 2013 — 2014
Master of Science (M.S.), Computer and Information Systems Security/Information Assurance
Pace University 2009 — 2013
Bachelor of Science (B.S.), Information Technology
Cardinal Spellman High School 2005 — 2009
High School Diploma
ExecuSearch Staffing Solutions September 2012 - June 2015
The SDDCO Group July 2014 - September 2014
J.P. Morgan August 2003 - May 2009
Merrill Lynch March 1998 - August 2003
Education
Pace University 1992 — 1997
Bachelor of Arts (B.A.), Psychology
Moody's Investors Service July 2015 - Present
Associated Press October 2012 - Present
Pace University September 2011 - May 2015
City of Houston 2015 - 2015
Starr Companies 2014 - 2014
Pace University December 2012 - December 2013
J.P. Morgan August 2013 - September 2013
EY June 2013 - August 2013
Maximo Nivel May 2012 - June 2012
Haskins lab (NYC) March 2011 - April 2012
Skills
Biochemistry, PCR, Spanish, Teaching, UV/Vis, Data Analysis, Research, IR spectroscopy, Statistics, Chemistry, Biostatistics, Statistical Modeling, Multivariate Statistics, Chinese, Microbiology, Gaussian 03, EndNote, Microsoft Office, Igor Pro, Fundraising, Academic Advising, Market Research, Gel Electrophoresis, Gram Staining, Tutoring, FL-Spec, Event Planning, Partnership Taxation, Corporate Tax, Organic Synthesis, Cooking, Mass Spectrometry, Science, HPLC
Education
Pace University 2010 — 2015
Bachelor’s Degree, Biochemistry, Magna Cum Laude
Pace University - Lubin School of Business 2010 — 2015
Bachelor’s Degree, Accounting, Cum Laude
Atreaus Capital LP April 2012 - Present
Barclays Capital October 2007 - July 2011
J.P. Morgan July 2001 - October 2007
Education
Pace University
Nasdaq December 2009 - Present
JPMorgan Chase & Co. February 2005 - November 2009
CIBC March 2001 - February 2005
JPMorgan Chase & Co. January 1998 - February 2001
PricewaterhouseCoopers January 1996 - December 1997
J.P. Morgan September 1990 - December 1995
Skills
Management, Leadership, Process Improvement, Professional Mentoring, Team Building, Team Leadership, Team Management, Teamwork, Cross-functional Team..., Team Motivation, Organizational..., Corporate Tax, Tax Accounting, Tax Advisory, Sales Tax, International Tax, Tax Preparation
Education
Pace University - Lubin School of Business 1991 — 1995
Master of Business Administration (M.B.A.), Taxation, 3.8 / 4.0
Pace University - Lubin School of Business 1986 — 1990
Bachelor’s Degree, Accounting, Cum Laude
J.P. Morgan September 2011 - Present
Victoria Rozman CPA & Company June 2011 - Present
RCG Longview August 2009 - September 2011
ING Clarion Partners September 2006 - June 2009
Sterling Equities December 2004 - September 2006
Alexander A. Grasso January 2004 - December 2004
AXA Advisors January 2003 - March 2004
Skills
Private Equity, Alternative Investments, GAAP, Valuation, Tax, Mezzanine, CPA, Financial Reporting, Accounting, Fund Accounting, Internal Controls, Financial Statements, IFRS, Real Estate Private...
Education
Pace University 2000 — 2004
BBA
SallyForth Publishing January 2011 - Present
Global Reach Consultants January 1995 - December 2001
Plum Gallery September 1993 - January 1995
Peak Consultants September 1989 - July 1992
J.P. Morgan September 1985 - September 1989
Citi September 1978 - August 1985
Skills
Creative Writing, Project Management, Training & Development, Financial Management, Asset Management, Books, Management Consulting, Banking, Retail, Publishing, Fiction, Employee Training, Published Author, Managerial Finance, Ebooks, Asset Managment, Editing, Non-fiction, Poetry, Web Content, Ghostwriting, Storytelling, Proofreading, Speech Writing, Manuscript, Short Stories, Publicity, Publications, Book Writing, Newsletters, Online Publishing, Fiction Writing, Science Fiction, Memoir, Creative Writer, Magazine Articles, Blogging, Creative Non-fiction, Newspapers, Freelance Writing, Screenwriting, Copywriting, Editorial, Novels, Copy Editing, Press Releases, Magazines, Grammar, Content Development, Literature
Education
University of San Francisco 1995 — 1997
Pre-Law
Pace University 1980 — 1982
Business Economics
Morse High School 1970 — 1973
Honors, Senior
J.P. Morgan March 2013 - Present
JPMorgan Chase 1998 - Present
Skills
Series 7, Equities, Fixed Income, Investments, Financial Services, Trading, Bloomberg, Relationship Management, Banking, Derivatives, Portfolio Management, Securities, Private Equity, Mutual Funds, Capital Markets, Hedge Funds, Finance, Investment Banking, Asset Management, Middle Office, Bonds, Alternative Investments, Back Office, Corporate Actions, Global Custody, FX Options, Financial Risk
Education
Pace University - Lubin School of Business 1982 — 1984
Bachelor of Science (BS), Accounting and Finance
PwC August 2013 - Present
J.P. Morgan July 2012 - July 2013
Projector Inc April 2011 - July 2013
Projector Inc November 2007 - April 2011
Warren Systems Group, Inc September 2004 - October 2007
Equinox Fitness Clubs National Headquarters May 2001 - September 2004
Skills
QuickBooks, Russian, Turbo Tax, Microsoft Office, Photoshop, Budget Management, Staff Management, Bookkeeping, Excel, PowerPoint, Accounting, Reconciling, Accounting Analysis, Lotus Notes, Microsoft Excel, Budgets, Bank Reconciliation, Software Documentation, Management, Auditing
Education
Pace University - Lubin School of Business
Public Accounting BBA/MBA
J.P. Morgan September 2001 - Present
Education
Pace University 1997 — 2000
BA, Marketing/Communications
J.P. Morgan March 2011 - Present
CME Group August 2008 - March 2011
New York Mercantile Exchange August 1994 - August 2008
Commodity Exchange, Inc July 1979 - August 1994
Skills
Derivatives, Swaps, Bloomberg, Derivatives/Swaps..., Futures/Options/Cleared..., CFTC, NFA and exchange..., Equities, Options, Fixed Income, Electronic Trading, Prime Brokerage, Hedge Funds, Back Office, Securities, Trading Systems, Settlement, Capital Markets, Financial Markets
Education
Pace University - Lubin School of Business 1975 — 1979
BBA, Accounting, CPA Prep.
TD Securities June 2013 - Present
TD Securities July 2009 - June 2013
Bear Stearns September 2002 - February 2008
J.P. Morgan 1992 - 2002
Skills
Trading, Bloomberg, Fixed Income, Capital Markets, Derivatives, Management, Financial Markets, Bonds, Investment Banking, Securities, Series 7
Education
Pace University
BBA, Finance
Barclays Investment Bank May 2014 - Present
J.P. Morgan May 2011 - May 2014
Morgan Stanley July 2005 - May 2011
Citigroup Smith Barney March 1997 - July 2005
Bankers Trust Company September 1995 - March 1997
Skills
Equities, Investment Banking, SDLC, Equity Derivatives, Trading Systems, Financial Services, Derivatives, Capital Markets, Project Management, Equity Trading, Management, Project Governance, Program Management, Electronic Trading, Front Office, Middle Office, Back Office, High Touch, Low Touch, Governance, Cross-functional Team..., Regulatory Projects, Syndicate Underwriting..., Leveraged Finance, Investment Bank Change, Managing Economic...
Education
Pace University 1997 — 2002
MBA, Finance
New York University, NYU 1993 — 1995
BA, Computer Science
Oppenheimer & Co. Inc. 2015 - Present
The Guardian Life Insurance Company of America 2008 - 2015
NYSE 2005 - 2008
J.P. Morgan 2003 - 2005
Keefe Managers and Keefe Ventures 2002 - 2003
Cantey Hanger LLP 1999 - 1999
US Securities and Exchange Commission 1998 - 1999
Skills
Securities, FINRA, Hedge Funds, Securities Regulation, Equities, Series 7, AML, Mutual Funds, Investments, Capital Markets, Financial Services, Asset Managment, SEC, Fixed Income, Investment Banking, Trading, Risk Management, Corporate Finance, Options, Private Equity, USA PATRIOT Act, Broker-Dealer, Investment Advisory, Series 24, Series 63, Financial Risk, Litigation, Derivatives, Financial Markets, Alternative Investments, Asset Management, Private Placements, KYC, Corporate Law, Banking, Financial Advisory, Corporate Governance, Wealth Management, Due Diligence, Bloomberg, Investment Management, Operational Risk, Bonds, Structured Finance, ETFs, Emerging Markets, Portfolio Management, Trading Systems
Education
University of Rochester
MBA, Finance and Accounting
Texas A&M University
JD, Securities, Corporate, and Taxation Law
Pace University
BS, Economics
J.P. Morgan June 2015 - Present
New York State Society of Certified Public Accountants June 2014 - July 2014
Pace University June 2012 - May 2014
B&B Italia December 2013 - March 2014
Pace University September 2011 - May 2012
Skills
Bookkeeping, Microsoft Word, Account Reconciliation, PowerPoint, Microsoft Office, Microsoft Excel, Research, Social Media, Public Speaking
Education
Pace University 2011 — 2016
BBA/MBA in Public Accounting, Accounting
MIKEDP Ventures, LLC 2001 - Present
J.P. Morgan 1999 - 2001
ING Investment Banking 1998 - 1999
Smith Barney 1994 - 1998
J.P. Morgan 1989 - 1992
Salomon Brothers 1986 - 1989
Skills
Business Strategy, Equity Derivatives, Mergers, Valuation, Strategic Planning, Venture Capital, Private Equity, Equities, Start-ups, New Business Development, Due Diligence, Mergers & Acquisitions, Investments, Entrepreneurship, Contemporary Art, Art History, Trading, Strategy, Fine Art, Corporate Development, Management
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
Master of Business Administration (M.B.A.)
Pace University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Moore Catholic High School 1979 — 1983
Goldman Sachs January 2014 - Present
J.P. Morgan September 2013 - December 2013
Goldman Sachs May 2013 - August 2013
Goldman Sachs June 2012 - August 2012
NBCUniversal January 2012 - June 2012
ZenithOptimedia June 2011 - August 2011
Draftfcb June 2010 - August 2010
Education
Pace University 2010 — 2013
BBA, Marketing, 3.9
JPMorgan Chase July 2013 - July 2015
JPMorgan Chase July 2012 - July 2013
J.P January 2012 - July 2012
J.P. Morgan April 2011 - January 2012
J.P July 2010 - April 2011
J.P September 2009 - July 2010
Skills
Financial Analysis, Access, Business Analysis, Data Analysis, Business Process, Equities, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Southern California - Marshall School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Pace University 2006 — 2010
Bachelors, Business Administration; Finance
J.P. Morgan June 2013 - Present
J.P. Morgan November 2012 - June 2013
Rockland Veterinary April 2012 - November 2012
Blu Fig August 2009 - February 2012
Skills
Food Service, Restaurants, Microsoft Excel, Microsoft Word, Latin American culture, Latin American Studies, Spanish-speaking, Social Media, Food & Beverage, Food, Customer Service, SnagIt, Latin American..., Spanish Literature, PowerPoint, Outlook, Web Design, Text Analytics, Restaurant Management, Microsoft Office, Menu Development, Catering, SPSS, Blogging, JavaScript, HTML, Dreamweaver, Study Abroad Programs, Public Speaking, Marketing Strategy, Vendor Management, Leadership, Risk Management, Banking
Education
Pace University 2007 — 2009
Bachelor of Arts (B.A.), Spanish Language and Literature
Rockland Community College 2005 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
World Business Lenders, LLC June 2015 - Present
J.P. Morgan August 2013 - Present
Ally Financial Inc. September 2011 - Present
Morgan Stanley July 2011 - September 2011
Bank of America November 2010 - April 2011
On Bulb January 2008 - September 2009
UBS December 2005 - November 2007
Deutsche Bank October 2004 - November 2005
Approved Funding November 2002 - October 2004
Skills
Credit Analysis, Portfolio Management, Asset Management, Customer Relations, Trade analysis, Real Estate Financing, Asset Managment, Risk Management, Business Development, Capital Markets, Loans, Trading, Mortgage Lending, Finance, Valuation, Funding, Fixed Income, Due Diligence, Loan Origination, Financial Modeling, Financial Services, Negotiation, Customer Service, Analysis, Banking, Business Analysis, Corporate Finance, Credit
Education
Pace University - Lubin School of Business 1999 — 2003
MBA, Investment Management
Touro College
Bachelor of Science, Finance
Deutsche Bank July 2012 - Present
Deutsche Bank January 2011 - June 2012
Deutsche Bank November 2009 - December 2010
Deutsche Bank April 2007 - October 2009
J.P. Morgan March 2006 - March 2007
The Law Firm of Hall and Hall, LLP October 2000 - February 2006
Education
Pace University 2001 — 2005
Bachelor of Arts (B.A.), Philosophy & Religious Studies
J.P. Morgan September 2014 - Present
Barclays Wealth Americas (Barclays Capital) September 2008 - September 2014
Lehman Brothers January 2005 - September 2008
IBM June 2000 - October 2004
Sigma Beta Rho Fraternity, Inc. January 2003 - December 2003
Skills
Business Analysis, Project Portfolio..., Project Management, Program Management, SDLC, PMO, Risk Management, Trading, Vendor Management, Project Delivery, Business Process..., Requirements Analysis, Software Project..., IT Strategy, Strategic Planning, Process Improvement, Integration, IT Management, Visio, Governance, Project Planning
Education
Pace University - Lubin School of Business 2004 — 2007
MBA, Finance
Stony Brook University 1995 — 2000
B.S., Information Systems
Martin Van Buren
High School
J.P. Morgan December 2014 - Present
J.P. Morgan September 2013 - December 2014
JPMorgan October 2007 - September 2013
Ridge Clearing March 2005 - October 2007
JP Morgan March 1993 - March 2005
Education
Pace University - Lubin School of Business 1996 — 1999
MBA, Finance
J.P. Morgan October 2005 - Present
MetLife Financial Services June 2004 - August 2004
Inverst Impex Pvt. Ltd August 2001 - August 2003
P V Dalal & Co., Certified Accountants August 2000 - August 2001
Skills
Tax Reporting, Financial Reporting, Auditing, Finance, ERP, Equities, Fixed Income, Investment Banking, Capital Markets, Derivatives, Financial Modeling, Valuation, Hedge Funds, Asset Management, Corporate Finance, Portfolio Management, FATCA Foreign Account..., Cost Basis Reporting, Securities, Private Equity, Bloomberg
Education
Pace University - Lubin School of Business 2003 — 2005
MBA, Finance
University of Mumbai 2000 — 2002
Master of Commerce, Accounting & Economics
The Institute of Chartered Accountants of India 1997 — 2001
Smt. M.M.K College of Commerce & Economics, Mumbai 1994 — 1999
Bachelor of Commerce
JP Morgan May 2010 - Present
J.P. Morgan April 2007 - April 2010
Standard & Poor's January 2006 - April 2007
Mergent, Inc. September 2004 - January 2006
Skills
Equity Derivatives, CDS, Risk Management, Market Risk, Credit Derivatives, Trading, Derivatives, Bonds, Options, Portfolio Management, Commodity, Swaps, Middle Office, Equities, Securities
Education
Pace University - Lubin School of Business 2000 — 2004
Bachelor of Business Administration, Finance/Management Science
J.P. Morgan March 2013 - Present
JPMorgan Chase Investment Banking Global Rates Business LeadJPMorgan2010 - 2013
JPMorganChase March 1998 - 2010
Merrill Lynch 1993 - 1998
Skills
Fixed Income, Investment Banking, Business Analysis, Equities, Derivatives, SDLC, Hedge Funds, Management, Financial Services, Capital Markets, Requirements Analysis, Risk Management, Bloomberg, Trading Systems, Options, Financial Modeling
Education
Pace University
MBA, Finance Management
Deutsche Bank June 2014 - Present
J.P. Morgan November 2011 - June 2014
JPMorgan Chase February 2010 - November 2011
JPMorgan October 2008 - February 2010
State Street Bank April 2006 - September 2008
Skills
Hedge Funds, Financial Services, Prime Brokerage, FX Options, Funding, Fixed Income, Equities, Derivatives, Portfolio Management, Asset Management, Securities
Education
Pace University 2003 — 2006
BA, Finance
Citi September 2012 - Present
Citibank July 2010 - Present
Garden State Medical Supply August 2007 - July 2010
Diane Turton, Realtors 2006 - 2009
Dresdner Kleinwort March 2002 - June 2005
Deutsche Bank March 1997 - March 2002
Lehman Brothers June 1995 - March 1997
J.P. Morgan June 1984 - June 1995
Education
Pace University - Lubin School of Business 1980 — 1984
Goldman Sachs April 2011 - Present
Dresdner Kleinwort April 2002 - May 2011
Deutsche Bank March 1996 - March 2002
Lehman Brothers January 1995 - February 1996
J.P. Morgan May 1992 - January 1995
MetLife June 1989 - May 1992
Skills
IT Strategy, Financial Services, Vendor Management, Risk Management, Governance, Integration, Credit Derivatives, SDLC, Business Continuity, Trading Systems, Enterprise Risk..., Project Delivery, Business Analysis, Market Data, ITIL, Back Office, Information Technology, IT Audit, Disaster Recovery, Derivatives, Electronic Trading, Financial Risk, Securities Lending, Investment Banking
Education
Pace University 1985 — 1989
BBA, Management Information Systems
J.P. Morgan May 2010 - Present
JPMorgan Chase July 2007 - May 2010
Education
Pace University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, Economics
J.P. Morgan January 2015 - Present
Credit Suisse October 2013 - January 2015
J.P. Morgan January 2011 - October 2013
Shumway Capital January 2010 - February 2011
AQR Capital Management November 2006 - November 2008
Amaranth Advisors LLC 2006 - 2006
Premcor 2004 - 2005
DKR Capital 2003 - 2004
AIG International Asset Management 1997 - 1999
Skills
Derivatives, Equities, Hedge Funds, FX Options, Trading, Portfolio Management, Prime Brokerage, Settlement, Swaps, Fixed Income, Investments, Trading Systems, Corporate Actions, Equity Derivatives, Mutual Funds, Project Management, Bloomberg
Education
Pace University 1992 — 1997
BBA, Accounting, Computer Science
South Kent School
J.P. Morgan October 2011 - Present
Federal Reserve Bank of New York November 2004 - November 2011
Education
Pace University
J.P. Morgan April 2015 - Present
JPMorgan Chase & Co. August 2013 - March 2015
JP Morgan June 2008 - August 2013
Bear Stearns May 2007 - June 2008
Morgan Stanley September 2004 - May 2007
Skills
Financial Analysis, Process Improvement, Equities, Investment Banking, Financial Modeling, Securities, Analysis, Risk Management
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Finance
J.P. Morgan 2013 - 2015
JP Morgan 2010 - 2013
Morgan Stanley 2008 - 2010
Morgan Stanley 2001 - 2008
Skills
Commodity, Fixed Income, Natural Gas, Derivatives, Equities, Valuation
Education
Pace University
Master of Business Administration (M.B.A.), Management
Siena College
Bachelor's Degree, Finance
J.P. Morgan July 2013 - Present
Barclays Capital July 2010 - June 2013
Bank of America June 2009 - July 2010
Barclays Capital August 2003 - June 2009
Merrill Lynch April 1995 - November 2002
Smith Barney 1993 - 1995
Skills
Capital Markets, Derivatives, Commodity, Rates, Hedge Funds, Fixed Income, Trading, Options, Sales, Equities, Interest Rates, Trading System, Futures Trading, Risk Management, Trading Systems, Investment Banking, Bloomberg, Options Strategies, Electronic Trading, Financial Markets, Equity Research
Education
Pace University 1996 — 1999
MBA, Finance
William Paterson University of New Jersey 1986 — 1993
Cliffside Park HS 1982 — 1988
J.P. Morgan September 2014 - Present
Citi Global Investigations Unit June 2014 - September 2014
Forfeiture Support Associates May 2006 - May 2014
Forfeiture Support Associates May 2005 - May 2006
New York Life Insurance Company July 2004 - May 2005
Skills
Investigations, Legal Research, Microsoft Office, Data Analysis, Westlaw, Enforcement, Research, Outlook, Legal Documents, Investigation, PACER, Lexis, AML, Criminal Investigations, Fraud, Due Diligence, Data Entry, KYC, Management, Risk Assessment, Private Investigations, Law Enforcement, Microsoft Excel, Anti Money Laundering
Education
Pace University 2011 — 2011
Certificate, Paralegal Certificate
State University of New York (SUNY) at Albany 2000 — 2004
Bachelor of Science, Economics
Prudential Financial 2006 - Present
Prudential April 1998 - Present
Deutsche Bank 1996 - 1998
Merrill Lynch 1995 - 1996
J.P. Morgan 1993 - 1995
JP Morgan 1988 - 1993
Skills
SDLC, Process Improvement, IT Management, Enterprise Architecture, IT Strategy, Vendor Management, Business Analysis, Disaster Recovery, Project Portfolio..., Visio, Project Management, PMO, PMP
Education
Pace University 1984 — 1988
BBA, Management Information Systems
Yee's Hung Ga Kung Fu Acadamy
Bachelor of Business Administration (BBA), Management Information Systems
Sorbabes Gourmet Sorbet March 2012 - Present
Situs Consulting 2005 - 2008
J.P. Morgan 2003 - 2005
Skills
Strategic Planning, Strategy, Event Planning, New Business Development, Team Building, Budgets, Marketing, Financial Analysis
Education
Pace University - Lubin School of Business 2000 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance, 3.7
Pace University - Lubin School of Business 2000 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
J.P. Morgan January 2014 - Present
Expaticore March 2011 - September 2013
Bank of New York Mellon June 2009 - April 2011
Datascope September 2007 - February 2009
J.H. Cohn LLP March 2004 - September 2007
Deutsche Bank 1990 - 2004
Skills
Financial Analysis, Payroll, Financial Accounting, General Ledger, CPA, QuickBooks, Forecasting, Revenue Recognition, Banking, Microsoft Excel, Governance, Payroll Taxes, Bookkeeping, Financial Risk, Financial Audits, Finance, Auditing, Internal Controls, Risk Management, Process Improvement, Sarbanes-Oxley Act, Accounting, Internal Audit, Financial Reporting
Education
Pace University - Lubin School of Business 1983 — 1986
BBA, Bachelor of Business Administration
JPMorgan Chase May 2014 - Present
J.P. Morgan May 2013 - Present
J.P. Morgan August 2011 - May 2013
J.P. Morgan August 2010 - July 2011
JP Morgan Chase June 2009 - May 2010
Fitch Ratings October 2008 - March 2009
Bayer HealthCare May 2008 - August 2008
Skills
French, Microsoft Excel, Financial Analysis, German, Analysis, Risk Management, Essbase, SAP, Microsoft Office, Strategic Planning, Budgets, Financial Reporting, Revenue Forecasting, Expense Budget..., Headcount Reporting, Hyperion Reports, Corporate Finance
Education
Pace University - Lubin School of Business 2007 — 2010
Bachelor of Business Administration, International Management/Finance/French, Summa Cum Laude
Universität Hamburg / University of Hamburg 2005 — 2006
Business Administration and Management, General
AIG July 2013 - Present
J.P. Morgan July 2005 - July 2013
Georgia Pacific Corporation July 2002 - July 2005
Bank of New August 2000 - June 2002
Block Drug Company, Inc January 1991 - August 2000
Block Drug Company, Inc. January 1991 - August 2000
Block Drug Company, Inc August 1996 - January 1999
Block Drug Company, Inc. January 1991 - January 1996
National Quotation Bureau January 1990 - January 1991
Donaldson, Lufkin January 1986 - January 1990
Skills
VBA, Microsoft SQL Server, SQL, Microsoft Excel, InfoPath, Access, Software Documentation, Crystal Reports, VBScript, SSRS, T-SQL, Database Design, Analysis, SDLC, Visio, Visual Basic, ASP, Business Analysis, DB2, Databases, JavaScript, Quality Assurance, SharePoint, Unix
Education
Pace University 1992 — 1995
BS, Professional Computer Studies
Baruch College 1982 — 1983
Professional Certificate, Computer Programming
Staten Island Community College/CUNY
A.A
J.P. Morgan February 2012 - Present
J.P. Morgan April 2010 - February 2012
JPMorgan Hedge Fund Services January 2008 - April 2010
Hudson Valley Bank January 2006 - January 2008
Skills
Hedge Funds, Cash Management, Customer Relations, Banking, Asset Management, Asset Managment, Wealth Management, Mutual Funds, Accounting, Customer Service, Portfolio Management, Capital Markets, Investments, Management
Education
Pace University 2005 — 2007
BBA, Finance
UConn
J.P. Morgan June 2015 - Present
JPMorgan Chase August 2014 - June 2015
J.P. Morgan July 2013 - August 2014
RBC Capital Markets June 2012 - August 2012
Education
Pace University - Lubin School of Business 2009 — 2013
BBA, Finance and Economics
J.P. Morgan July 2014 - Present
JP Morgan Chase February 2010 - June 2014
Deming Mendoza & Company September 2008 - December 2009
Trinsum June 2007 - October 2008
Skills
Investment Banking, Microsoft Excel, Management, Insurance, Investments, Asset Management, Business Strategy, Corporate Finance, Financial Analysis, Invoicing, Portfolio Management, Financial Modeling, Financial Services, Mergers & Acquisitions, Risk Management, Microsoft Office, Outlook
Education
Pace University - Lubin School of Business
AAS, Business Administration and Management, General
J.P. Morgan February 2014 - Present
J.P. Morgan July 2012 - Present
J.P. Morgan July 2010 - July 2012
Laerdal Medical May 2009 - August 2009
Orange County Government, NY 2007 - 2008
Education
Pace University
Bachelor of Science (B.S.), Computer Information Systems
J.P. Morgan August 2012 - Present
Credit Suisse August 1999 - August 2012
Citi 1997 - 1999
Skills
Financial Reporting, Financial Accounting, Derivatives, Accounting, Securitzed Products
Education
Pace University 1989 — 1993
BBA, Finance
Moody's Corporation September 2013 - Present
Credit Suisse July 2011 - August 2013
J.P. Morgan May 1986 - July 2011
Skills
Market Data, Cost Efficiency, Contract Negotiation, Research, Information Technology, Contract Management, Expense Management, Strategic Sourcing, Contractual Agreements, Vendor Management, Strategic Financial..., Market Analysis, Investment Banking, Asset Managment, Rating Agency Relations, Outsourcing, Strategy
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Computer/Information Technology Administration and Management
SUNY at Albany
B.S., Accounting
Barclays Investment Bank September 2015 - Present
JPMorgan Chase & Co. June 2014 - September 2015
J.P. Morgan August 2010 - June 2014
The Graduate Center CUNY June 2009 - August 2010
Skills
General Ledger, Financial Analysis, Corporate Finance, Payments, Finance, Access, Trading, Microsoft Excel, FX Options, Invoicing, Fixed Income, Forecasting, Analysis, Budgets, Databases, Microsoft Office, Bookkeeping, Financial Modeling, Accounting, Financial Reporting, Bloomberg Terminal, Bloomberg, Research, Equities, Financial Statements, Account Reconciliation
Education
Pace University 2008 — 2012
BBA, Finance
JPMorgan Chase & Co. April 2015 - Present
JPMorgan Chase August 2011 - Present
J.P. Morgan June 2012 - April 2015
JPMorgan Chase 2005 - 2010
Special T Travel 2003 - 2004
ABN AMRO Bank N.V. 2000 - 2002
Skills
Credit, Banking, Customer Service, Loans, Financial Analysis, Finance, Risk Management, Sales, Business Analysis, Account Management, Microsoft Excel, Vendor Management, Outlook, Management, Marketing, Analysis, Business Development, Access, Customer Satisfaction
Education
Pace University - Lubin School of Business 2013 — 2015
Bachelor of Business Administration (BBA), Minor in Markeing
Westchester Community College 2009 — 2012
Business Administration A.S., Business Administration and Management, General
J.P. Morgan October 2010 - May 2015
BNY ConvergEx March 2006 - May 2010
Barclays Capital March 2004 - March 2006
Merrill Lynch April 2002 - April 2004
Herzog,Heine, Geduld, Inc January 1990 - July 2002
Skills
Bloomberg, Trading, Trading Systems, Equity Research, Electronic Trading, Financial Markets, Series 63, Equity Trading, Alternative Investments, Investments
Education
Pace University 1986 — 1990
BBA, Political Science / Business Administration
Mainstay Asset Management February 2014 - Present
J.P. Morgan April 2002 - February 2014
J.P. Morgan Asset Management April 2002 - February 2014
Dreyfus Corporation November 1999 - April 2002
OppenheimerFunds August 1997 - November 1999
Skills
Investments, Marketing Strategy, Strategy, Product Development, Selling, Team Leadership, Wealth Management, Digital Marketing, Portfolio Management, Relationship Management, Financial Services, Integrated Marketing, Analytics, Marketing, Market Planning, Direct Marketing, Mutual Funds, Sales Management, Marketing Communications, Product Launch
Education
Pace University - Lubin School of Business 1997 — 1999
MBA, Marketing
Pace University
MBA, Finance
BNY Mellon November 2006 - Present
JPMorgan Chase & Co. December 2003 - January 2006
J.P. Morgan January 2000 - December 2003
JPMorgan Chase & Co. January 1999 - December 2000
Skills
Process Improvement, Financial Services, Risk Management, Portfolio Management, Hedge Funds, Microsoft Excel, Six Sigma methodology -..., PeopleSoft, Payroll Processing, Payroll Services, Cash Management, Work-Related: Management, Sales Management, Product Innovation, Account Management, Team Building, Customer Service, Coaching, New Business Development, Event Planning, General Ledger, Microsoft Word, Project Management, Negotiation, Public Speaking, PowerPoint, Time Management, Cross-functional Team..., Banking, Business Analysis
Education
Pace University 2015 — 2017
Master of Science (M.S.) in Computer Science and Telecommunications, Masters Program with a refined focus on impacting an organization and how to be transformational
Pace University - Lubin School of Business 2004 — 2004
Bachelor of Arts (B.A.), Business Management and Human Resources
J.P. Morgan April 2008 - Present
Bear Stearns October 1987 - March 2008
Skills
Fixed Income, Bloomberg, Series 7, Electronic Trading, Series 63, Hedge Funds, Finance, MBS, Securities Lending, Treasury, CMBS, Financial Institutions, Derivatives, Capital Markets, Bonds, Securities, Equities, Investment Banking
Education
Pace University - Lubin School of Business
MBA, Finance
University of Scranton
BA, Communications
TD December 2014 - Present
J.P. Morgan June 2014 - December 2014
Pragma Securities LLC May 2013 - April 2014
BlackRock July 2011 - May 2013
RBC Capital Markets April 2008 - June 2011
Banc of America Investments 2004 - 2008
Skills
Trading Systems, FX, Multithreading, Agile, Java, Market Data, XML, OOP, FX Options, Electronic Trading, Agile Methodologies, JMS, SOA, Sybase, Low Latency, Distributed Systems, Spring, Investment Banking, SDLC
Education
Pace University 2001 — 2003
MS, Computer Science
Morgan Stanley April 2000 - Present
J.P. Morgan June 1998 - April 2000
Skills
Electronic Trading, Equity Trading, FX Trading, Trading Systems, Prime Brokerage, Ultra Low Latency, Hedge Funds, Equities, Trading, Equity Swaps, Trading System, Swaps, FX trading, Equity Derivatives, Derivatives, Fixed Income, High Frequency Trading, Bloomberg, Capital Markets, Options
Education
Pace University 1995 — 1999
J.P. Morgan June 2012 - Present
J.P. Morgan June 2011 - June 2012
Morgan Stanley August 2009 - June 2011
Education
Pace University - Lubin School of Business 2001 — 2005
Bachelor's degree, Accounting
J.P. Morgan July 2015 - Present
Skills
Valuation, Hedge Funds, Alternative Investments, Equities, Financial Modeling, Fixed Income, Equity Research, Private Equity, Asset Management, Investments, Securities, Investment Banking, Capital Markets, Risk Management, Derivatives
Education
Pace University - Lubin School of Business 2010 — 2014
Bachelor's Degree, Finance, Economics
J.P. Morgan November 2014 - Present
J.P. Morgan July 2004 - October 2014
Skills
Banking, Derivatives, FX Options, Portfolio Management, Fixed Income, Equities, Investment Banking, Investments
Education
Pace University - Lubin School of Business 2001 — 2004
Summit Area YMCA May 2009 - Present
Ward & Olivo June 2007 - December 2008
Organon Int'l (pharma), now Merck September 2001 - September 2007
CIT June 1994 - August 2001
J.P. Morgan January 1981 - May 1994
Skills
International Human..., Employee Relations, Change Management, Policy, Executive Compensation, Global HR, Compensation and..., Human Resources, Workforce Planning, Executive Pay, Talent Acquisition, Employee Benefits, Deferred Compensation, Performance Management, Training, Personnel Management, Management Consulting, Management, Compensation & Benefits, Recruiting
Education
Pace University - Lubin School of Business
MBA, Finance
Valparaiso University
BA, French and Art
Citi July 2015 - Present
Credit Suisse July 2015 - July 2015
Credit Suisse January 2013 - June 2015
Moody's Investors Service July 2011 - January 2013
J.P. Morgan June 2010 - July 2011
UBS September 2008 - December 2008
Education
Pace University 2007 — 2011
Popular Small Business Capital September 2009 - Present
J.P. Morgan 2000 - 2004
Education
Pace University
BBA, Finance
J.P. Morgan April 2013 - Present
J.P. Morgan July 2011 - April 2013
J.P. Morgan June 2010 - July 2011
Skills
Fixed Income, Product Control, Securities, Rates
Education
Pace University - Lubin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance and Economics
Regions Financial Corporation May 2007 - Present
J.P. Morgan March 2004 - 2007
J.P. Morgan July 2001 - March 2004
TIAA-CREF December 2000 - May 2001
TIAA-CREF August 1998 - December 2000
Skills
Banking, Relationship Management, Credit Analysis, Investments, Portfolio Management, Loans
Education
Pace University
Bachelor of Business Administration (B.B.A.)
J.P. Morgan July 2012 - Present
Skills
Investment Banking, Financial Analysis, Fixed Income, Leveraged Finance, Capital Markets, Corporate Finance, Valuation, Bloomberg
Education
Pace University - Lubin School of Business 2008 — 2012
BBA, Finance
J.P. Morgan January 1987 - Present
J.P. Morgan 1987 - Present
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.), Finance and Management
Pace University - Lubin School of Business
Bachelor's Degree, Accounting
J.P. Morgan December 2013 - Present
J.P. Morgan June 2011 - November 2013
J.P. Morgan July 2010 - June 2011
J.P. Morgan July 2009 - June 2010
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA), Finance
Pace University 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General