J.P. Morgan
Industry: Investment banking company
DescriptionJ.P. Morgan Chase & Co. is an American multinational investment bank and financial services company headquartered in New York City. JPMorgan Chase is the largest bank in the United States, and is ranked by S&P Global as the sixth largest bank in the world by total assets as of 2018, to the amount of $2.534 trillion. CEO: Jamie Dimon (Dec 31, 2005–) Headquarters: New York City, New York, United States Revenue: 99.62 billion USD (2017) Divisions: J.P. Morgan Asset Management Subsidiaries: Chase Bank, J.P. Morgan & Co., Chase Paymentech, Did you know: JP Morgan Chase is the world's 10th-largest financial services company by revenue ($108.2 B). wikipedia.org
J.P. Morgan List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at J.P. Morgan. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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J.P. Morgan Employees
Wyndham Vacation Ownership April 2014 - Present
American Express January 2002 - December 2010
J.P. Morgan July 1995 - December 2001
Fletcher Jones Motorcars May 1992 - May 1994
U.S. Airways/America West Airlines December 1986 - May 1994
The University of Arizona Health Network January 1980 - December 1986
Skills
Effective Communicator,..., Microsoft Excel, Financial Analysis, Banking, Risk Management, Customer Service, Analysis, Strategic Planning, Microsoft Office, Budgets, Relationship Management, Flight Safety, Tourism, Sales and Leasing, Hospitality, Hospitals, Airlines, Airline Ground..., Hotel & Spa
Education
Intensive Trainers Institute 1985 — 1986
Associate's Degree, Tourism and Travel Services Marketing Operations
Pima Community College 1978 — 1980
Associate's Degree, Computer Science
Pima Community College 1978 — 1980
Associate's Degree, Psychology
J.P. Morgan July 2012 - Present
Lehigh University June 2006 - July 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Microsoft Excel, Microsoft Word, Conditional Formatting, High Organizational..., Communication, Data Analysis, Leadership, Research, PowerPoint
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Economics
Wells Fargo Advisors, LLC. April 2014 - Present
J.P. Morgan June 2012 - April 2014
Chase Investment Services Corporation March 2011 - May 2012
JP Morgan Chase Bank May 2001 - March 2011
Education
Platt College-San Diego 2009 — 2011
B.S. in Media Arts, Web Design
Platt College 2008 — 2009
Associates, Graphic Design
San Diego State University-California State University 2002 — 2003
Business Administration
J.P. Morgan June 2015 - August 2015
Pitzer College September 2014 - May 2015
United States Senator Dianne Feinstein June 2014 - August 2014
Skyhawks Sports Academy June 2012 - August 2013
Buck Institute for Research on Aging June 2011 - August 2011
VCA Animal Hospitals June 2010 - August 2010
Skills
Public Speaking, Research, PowerPoint, Social Media, Microsoft Word, Microsoft Excel
Education
Pitzer College 2012 — 2016
International Political Economy, Junior
Pomona College
Scripps College
J.P. Morgan March 2014 - Present
ASSET Chile December 2012 - January 2013
Pontificia Universidad Católica de Chile 2010 - 2013
Education
Pontificia Universidad Católica de Chile 2008 — 2013
Bachelor of Science (B.Sc.) in Civil Engineering, Major in Industrial Engineering, Diploma in Mechanical Engineering
University of Leeds 2011 — 2012
Undergraduate Exchange Program, Faculty of Business
Colegio Tabancura 1996 — 2007
Elementary, Middle and High School
Residential Bancorp July 2015 - Present
Bank of America May 2012 - April 2014
Bank of America January 2011 - January 2013
Promontory Financial Group, LLC February 2010 - January 2011
J.P. Morgan January 2008 - January 2010
Skills
Residential Mortgages, Mortgage Lending, Mortgage Servicing, Mortgage Marketing, Liquidation, Building Relationships, Communication Skills, Loans, Loan Origination, Mortgage Banking, VA loans, Referrals, FHA financing, Mortgage Underwriting, FHA, Government Loans, Home Equity Loans, Loss Mitigation, Home Equity Lines of..., Consumer Lending, Loan Servicing, Loan Modifications, Rates, FNMA, Cross Selling, Wholesale Lending, Retail Banking, Banking, Selling, Non-Conforming, Refinance, Debt Consolidation, Real Estate Financing, Real Estate Economics, Financial Services, Construction Loans, Home Equity, Lines Of Credit, FHLMC, NMLS Licensed, RESPA, HAMP, Loan Closings, Mortgage Modification, First Time Home Buyers, Loan Documents, Finance, Investment Properties, Super Jumbo, HomePath
Education
Pierce College
SS&C GlobeOp March 2013 - Present
J.P. Morgan October 2011 - March 2013
JPMorgan 2009 - September 2011
JPMorgan 2008 - 2009
JPMorgan June 2007 - August 2007
GlaxoSmithKline June 2006 - August 2006
Skills
Hedge Funds, Asset Managment, Banking, Private Equity, Alternative Investments, Investment Banking, Asset Management, Management, Risk Management, Strategy, Financial Services, Analysis, Relationship Management, Finance, Investment Management, Trading
Education
Penn State University 2004 — 2008
Finance, Economics
J.P. Morgan September 2013 - Present
Deutsche Bank August 2010 - September 2013
Deutsche Bank September 2007 - August 2010
Merrill Lynch July 2006 - September 2007
Skills
Capital Markets, Equities, Valuation, Investment Banking, Bloomberg, Corporate Finance, Financial Analysis, Series 7, Due Diligence, Series 63, Portfolio Management
Education
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Economics with a minor in International Business
IBM October 2014 - Present
J.P. Morgan June 2013 - August 2013
Penn State University May 2012 - May 2013
Skills
Application Testing, Microsoft Office, Customer Service, Adobe Creative Suite, GIMP, Basic Troubleshooting, ACH, Analyst Notebook
Education
Penn State University 2009 — 2013
Bachelor of Science, Security and Risk Analysis
J.P. Morgan 2015 - Present
PMK•BNC January 2015 - April 2015
E! Networks September 2014 - January 2015
Fox Broadcasting Company January 2014 - May 2014
UBS Global Asset Management May 2013 - September 2013
Hitachi Consulting May 2011 - August 2011
Skills
Leadership, Market Research, Time Management, Business Networking, Creative Strategy, Communication, Photoshop, Customer Service, Highly self-motivated, Organizational..., Diligent, Social Networking, Customer Analysis, Online Research, Ethics, Adaptability, Solution-oriented, Problem Solving, Organization, Determination, Superior Computer Skills, Analytical Support, PowerPoint, Microsoft Office, Advertising, Facebook, Social Media, Marketing, Event Planning, Social Media Marketing
Education
Pepperdine University 2011 — 2015
Bachelor's degree, Major Advertising with an emphasis in Marketing
Yuji LED May 2014 - Present
Beijing Yuji Science and Technology Co., Ltd February 2013 - May 2014
Genesis Financial Solutions August 2011 - June 2012
J.P. Morgan June 2010 - August 2010
Dr. Ludwig Chincarini March 2009 - May 2010
Skills
Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, Research, PowerPoint, Microsoft Office, Credit, Analysis, Banking, Statistics, Risk Management, Stata, Portfolio Management, Management
Education
Tsinghua University 2012 — 2013
Language Program, Chinese
Pomona College 2007 — 2011
Bachelor of Arts, Philosophy, Politics & Economics
BDT Capital Partners September 2015 - Present
BDT Capital Partners April 2015 - August 2015
J.P. Morgan June 2013 - March 2015
J.P. Morgan May 2012 - August 2012
GE May 2011 - August 2011
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Finance
Aon April 2010 - Present
J.P. Morgan January 2009 - April 2010
J.P. Morgan May 2008 - August 2008
Cigna May 2007 - August 2007
Skills
Employee Benefits, Actuarial Science, Retirement, Defined Benefit, Pensions, Defined Contribution, Retirement Plan..., Healthcare Consulting, Pricing, Risk Management, Business Analysis
Education
Penn State University 2005 — 2008
Actuarial Science, Actuarial Science, Statistics
Penn State University
The Blackstone Group June 2015 - Present
The Blackstone Group June 2014 - August 2014
Solon Management Consulting June 2013 - July 2013
Alvine Capital July 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Institute of Economic Affairs - London February 2011 - June 2011
Education
Yale University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Pontifícia Universidade Católica do Rio de Janeiro / PUC-Rio 2012 — 2012
Yale Summer Session, Intensive Portuguese
2010 — 2010
Summer School, Economics and Philosophy
Welfen-Gymnasium Schongau 1997 — 2010
1.0 Abitur, Economics, Physics, Chemistry, English
MediaLink November 2014 - Present
GHURKA May 2014 - October 2014
Linda's, Linda's Online April 2012 - May 2014
Tracy Paul & Company July 2006 - April 2012
Lehigh University January 2005 - July 2006
Accenture November 2002 - April 2004
J.P. Morgan May 2001 - August 2001
Skills
Managerial Finance, Financial Analysis, Financial Statements, Forecasting, Data Analysis, Budgets, Financial Modeling, Corporate Finance, Business Strategy, Business Planning, Small Business..., Fashion, Merchandise Planning, Retail, NetSuite, Microsoft Excel, Strategy, Strategic Financial..., Due Diligence
Education
Penn State University 1998 — 2002
BS, Finance
Community Service Programs (CSP, Inc) December 2013 - Present
OC Human Relations June 2013 - Present
Community Service Programs (CSP, Inc) October 2012 - Present
Mariposa Family & Women's Center August 2014 - December 2014
F.A.C.E.S. counseling services June 2012 - July 2014
F.A.C.E.S. counseling services December 2010 - May 2012
Aon Hewitt June 2008 - July 2010
J.P. Morgan February 2006 - June 2008
Aon Hewitt August 1997 - January 2006
Pacific Gulf Properties 1991 - 1997
Skills
Psychotherapy, Conflict Resolution, Family Therapy, Psychology, Leadership, Group Therapy, Crisis Intervention, Mediation, Mental Health Counseling, Adolescents, Anger Management, Coaching, Executive Coaching, Case Managment, Mental Health, Team Building, Conflict Management, Career Counseling, Process Improvement, Training, Project Management, Business Analysis, Personal Development, Counseling Psychology, Motivational..., Mindfulness, Team Management, Microsoft Office, Performance Management, Consulting, Interpersonal Skill, Collaboration, Advocacy, Couples Counseling, People Development, Women's Health, Professional Women, Relationship Coach, Adults, Individual Counselling, Volunteer Management, Solution Focused
Education
Pepperdine University Graduate School of Education and Psychology
MA, Clinical Psychology with Emphasis in Marriage & Family Therapy
University of Redlands
BS, Business Administration & Management
J.P. Morgan May 2002 - Present
Skills
Banking, Bank Secrecy Act, Retail Banking, Operations Management, Team Leadership, Solid computer skills, Microsoft Office 2007, Branch Management, Teller Operations, New Account Opening, Account Servicing, Social Services, Psychotherapy, Branch Banking, USA PATRIOT Act, Cash Management, Operational Risk..., Customer Service, Team Management, Deposits, Management, Risk Management, Financial Analysis, Microsoft Office, Public Speaking, Team Building
Education
University of Phoenix 2010 — 2015
Bachelor of Applied Science (B.A.Sc.), Human Services Management
Prairie View A&M University 1995 — 1997
J.P. Morgan August 2011 - Present
AllianceBernstein February 2005 - May 2011
Putnam Investments July 1997 - February 2004
Alliance Capital August 1993 - July 1997
Delaware Investments December 1988 - July 1993
DALBAR, Inc. May 1985 - December 1988
Phoenix Data Systems, Inc. April 1983 - May 1985
Skills
Microsoft Word, Management, Financial Modeling, Retirement, Financial Analysis, Sales, Risk Management, Relationship Management, Alternative Investments, Mutual Funds, Investments, Equities, Fixed Income, Series 7, Portfolio Management
Education
Penn State University 1978 — 1982
Bachelor of Applied Science (BASc), Finance and Financial Management Services
J.P. Morgan 2002 - Present
J.P. Morgan 2000 - 2002
J.P. Morgan 1997 - 2000
Education
University of Wisconsin-Madison
Bachelor's Degree
University of Oxford
Pomona College
Rock Bridge High School
Washington University in St. Louis
J.P. Morgan August 2014 - Present
UBS December 2010 - August 2014
Skills
Investments, Retirement Planning, Portfolio Management, Series 7, Wealth Management, Alternative Investments, Entrepreneurship, Financial Advisory, Series 65, Municipal Bonds, 401k, Strategic Planning, Separately Managed..., Estate Planning, Strategic Financial...
Education
Point Loma Nazarene University
ba, Kinesiology
J.P. Morgan March 2014 - Present
New York Athletic Club & The Peter Westbrook Foundation September 1999 - Present
JPMorgan Chase July 2013 - March 2014
Prada August 2010 - February 2011
Pennsylvania State University Marketing and Promotions September 2006 - November 2009
Deloitte July of 2009 July 2009 - August 2009
Lord Abbett & Co LLC June 2006 - August 2008
Skills
Microsoft Excel, MS Excel Pivot Tables, V Lookups, PowerPoint, Microsoft Word, Access
Education
Penn State University 2006 — 2010
Bachelor of Science, Finance, Dean's List
Corsair Capital LLC September 2014 - Present
J.P. Morgan June 2011 - June 2014
J.P. Morgan June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Skills
Microsoft Office, SNL, FactSet, VBA, Adobe InDesign, Corporate Finance, Banking, Investment Banking, InDesign, Business Strategy, Private Equity, Equities, Mergers & Acquisitions, Financial Analysis
Education
Wharton School, University of Pennsylvania 2007 — 2011
Bachelor of Science (BS) in Economics, Concentration in Finance
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.), Political Science and International Studies
Pontifícia Universidade Católica de São Paulo / PUC-SP 2009 — 2009
Study Abroad
Belen Jesuit Preparatory School 2003 — 2007
High School Diploma
Sutherland Global Services August 2013 - Present
J.P. Morgan April 2012 - March 2013
Comerica Bank March 2008 - October 2011
Trustmark National Bank February 2007 - March 2008
BBVA Compass May 2005 - February 2007
Skills
Banking, Management, Loans, Human Resources, Sales, Portfolio Management, Team Building, Customer Service, Insurance, Real Estate, Auditing, Credit, Credit Analysis, Cross Selling
Education
Prairie View A&M University 1996 — 2002
bachelors business administration, marketing
J.P. Morgan October 2014 - Present
JPMorgan Chase February 2013 - October 2014
AXA Equitable August 2012 - January 2013
City of Bethlehem May 2011 - August 2011
Skills
Structured Products, Securities, Fixed Income, Bonds, Settlement, Retirement Planning, Life Insurance, Investments, College Savings Plans, 403 b, IRAs, 401k Rollovers, Qualified Retirement...
Education
Penn State University 2008 — 2012
Undergraduate, Accounting and Finance, 3.56
Retired and enjoying Life. December 2014 - Present
Comerica Bank September 2010 - December 2014
Sunrise Bank of Arizona September 2007 - January 2009
Asian Bank of Arizona September 2004 - January 2007
Wells Fargo January 1997 - September 2004
J.P. Morgan July 1979 - January 1997
Skills
Leadership, Private Banking, Home Equity Lines of..., Wealth Management, Commercial Banking, Loans, Portfolio Management, Business Development, Credit Analysis, Small Business Lending, Retail Banking, Credit, Commercial Lending, Consumer Lending, Public Speaking, Finance, Strategic Planning
Education
Point Loma Nazarene University 1972 — 1974
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Pima Community College 1970 — 1972
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
University of Arizona 1970 — 1972
Bachelor of Business Administration (B.B.A.), Accounting and Finance
J.P. Morgan May 2014 - Present
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, Finance, Management, Accounting & Business Law
Penn State University 2001 — 2005
Bachelor of Science (BS), Computer Science
Bank of America Merrill Lynch May 2015 - Present
J.P. Morgan April 2013 - May 2015
Goldman Sachs July 2011 - April 2013
Goldman Sachs July 2010 - June 2011
Goldman Sachs January 2007 - June 2010
Thales July 2005 - November 2005
Junior Comtec Darmstadt e.V. November 2001 - August 2005
Skills
Equity Derivatives, Structured Products, Derivatives, Trading Systems, Valuation, Volatility, Securitization, Interest Rate..., Financial Structuring, Structured Finance, Electronic Trading, German, Programming, SQL, Python, FX trading, Swaps, Project Management, Investment Banking, Derivatives Trading, Exchange Traded..., Interest Rate Swaps, Thunderhead, Brazilian Portuguese, Spanish, STP, Markitwire, FX Swaps, Interest Rate Risk..., Slang, SecDb, XVA, MapR, Vertica
Education
Darmstadt University of Technology 2000 — 2006
Master's degree, Computer Science
PUC-RJ
Facebook December 2014 - Present
J.P. Morgan October 2013 - December 2014
BLJ Worldwide August 2011 - October 2013
Council on Foreign Relations January 2011 - August 2011
University of Southern California School of International Relations May 2010 - December 2010
USC Auxiliary Services February 2010 - December 2010
USC School of International Relations April 2010 - May 2010
CNN May 2008 - August 2008
Skills
Media Relations, International Relations, Strategic Communications, Public Relations, Social Media, Spanish-speaking, Copy Editing, Policy Analysis, Spanish, Research, Presentation Development, Adobe Creative Suite, Foreign Policy Analysis, International Project..., Internal Communications, Writing Skills, MS Office Suite, Event Planning, Marketing Event Planning, Event Management, International Event...
Education
Pontificia Universidad Católica de Chile 2009 — 2009
University of Southern California
BA, Magna Cum Laude, International Relations
J.P. Morgan January 2015 - Present
JP Morgan June 2008 - January 2015
Banco Santander November 2006 - June 2008
Citibank January 2002 - October 2006
Petroleo Ipiranga 2000 - 2001
The Walt Disney Company June 1997 - August 1997
Skills
Structured Finance, Corporate Finance, Trade Finance, Syndications, Capital Markets, Commercial Banking, Finance, Banking, Financial Structuring, Loans, Derivatives, Investment Banking, Trading, Treasury
Education
Pontifícia Universidade Católica do Rio de Janeiro 1995 — 2001
Bachelor, Metalurgical Engineering, Materials Science
Bank of America Merrill Lynch June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Bloomberg LP August 2013 - August 2013
Prudential Financial July 2013 - July 2013
Liberty Mutual Insurance June 2013 - June 2013
Carlton Pools June 2011 - July 2012
TWP OF BRANCHBURG June 2007 - August 2011
Skills
Microsoft Office, Economics, Microsoft Word, Financial Analysis, Finance, Accounting, Microsoft Excel, Bloomberg Terminal, Critical Thinking, Leadership, Philanthropy, Team-oriented, Teamwork, PowerPoint, Negotiation, Networking
Education
Penn State University 2011 — 2015
Master of Accountancy
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Accounting, 3.85/4.0
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance, General, 3.85/4.0
J.P. Morgan June 2014 - August 2014
Northwestern Mutual June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Economics, Valuation, Bloomberg, Teamwork, Portfolio Management, Data Analysis, Equities, Market Research
Education
Penn State University 2011 — 2015
Finance, Finance and Financial Management Services, Senior
Lippincott May 2013 - Present
Elmwood Brand Design September 2012 - January 2013
L2 Think Tank June 2012 - August 2012
Asia Society September 2011 - May 2012
Allianz Capital Partners April 2007 - September 2010
Citi April 2005 - April 2007
J.P. Morgan August 2004 - April 2005
NYU Stern School of Business January 2001 - May 2004
JP Morgan May 2003 - September 2003
United Media May 2002 - September 2002
Skills
Marketing, InDesign, Photoshop, Illustrator, Brand Development, Adobe Creative Suite, Branding & Identity, Advertising, Interaction Design, Corporate Branding, Social Media, Creative Strategy, User Experience, Creative Direction, Marketing Strategy, Logo Design, Microsoft Word, Web Design, Graphic Design, User Interface Design, Strategic Brand..., Customer Experience, Brand Architecture, Messaging, HTML + CSS, Word, Excel, PowerPoint, Keynote, Digital Strategy
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelor of Science
Pratt Institute 2010 — 2012
Masters
JPMorgan Chase August 2013 - Present
University of Notre Dame Applied Investment Management Fund January 2013 - May 2013
University of Notre Dame August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
RSB Consulting August 2009 - July 2011
Trane August 2003 - August 2009
Accenture (formerly H.B. Maynard and Co, Inc) January 2001 - August 2002
North American Parts Distributors, Inc May 2000 - August 2000
Skills
Cross-functional Team..., Process Improvement, Project Management, Sales, Sales Management, Negotiation, Pricing, B2B, Manufacturing, Retail, Engineering, Investments, Pricing Strategy, Financial Modeling, Strategy, Competitive Analysis, Forecasting, Business Development, Marketing Strategy, Business Strategy, Leadership
Education
University of Notre Dame - Mendoza College of Business 2011 — 2013
Masters of Business Administration, Concentration in Corporate Finance and Investments, Cum Laude
Penn State University 1998 — 2003
BS, Industrial Engineering
J.P. Morgan August 2013 - Present
Dempsey Development & Brokerage December 2012 - January 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Time Management, Access, Research, Customer Service, Public Speaking, Sales, Ethical Decision Making, Facebook, Post Traumatic Stress, Teamwork
Education
Penn State University 2009 — 2013
Bachelors, Energy, Business & Finance
The Haverford School 2005 — 2009
High School
Aries Capital Management Inc 2015 - Present
BMO Harris Private Banking 2013 - 2015
Wells Fargo 2011 - 2013
J.P. Morgan 2010 - 2011
J.P. Morgan 2004 - 2010
Skills
Portfolio Management, Credit, Investments, Finance, Banking, Wealth Management, Loans, Leadership, Series 7, Financial Services, Management, Sales, New Business Development, Series 63, Small Business Lending, CRM, Financial Planners, Business Development, Insurance, Customer Service, Networking, Market Planning, Research, Teaching, Wealth Management..., Private Banking, 401k, 401k Rollovers, Lines Of Credit, Consulting, Investment Advisory, Investment Strategies, Investment Management, Asset Allocation, Asset Protection
Education
The Chicago School of Professional Psychology
Master of Arts, Clinical Psychology
Pittsburg State University 1998 — 2002
Bachelor of Arts, Business and Psychology, Honors
Great-West Financial September 2014 - Present
J.P. Morgan October 2011 - August 2014
JP Morgan Retirement Plan Services July 2010 - October 2011
J.P. Morgan June 1997 - June 2011
Buck Consultants June 1995 - June 1997
Mercer Management Consulting 1992 - June 1995
American Fiduciary Corporation 1987 - 1992
Skills
401k, Pensions, Retirement, Relationship Management, Mutual Funds, Series 7, Asset Managment, Retirement Planning, Investments, Securities, Asset Allocation, Series 63, ERISA, Risk Management, FINRA, Defined Contribution, Financial Services, Fixed Annuities, Alternative Investments, Fixed Income, Portfolio Management, Wealth Management, Asset Management, Investment Management, Investment Strategies, Equities, Series 24, Series 65, Hedge Funds, Series 6, Employee Benefits, Uniform Combined State..., Client Services, Strategic Financial..., Financial Planning
Education
Pittsburg State University 1982 — 1986
Bachelors, Accounting, Economics, Finance
Assurant Solutions April 2015 - Present
Highmark Inc. March 2014 - March 2015
Aetna April 2011 - February 2014
Bravo Health July 2010 - January 2011
J.P. Morgan September 2008 - May 2010
Penn State University March 2008 - May 2008
Skills
SQL, HTML, CSS, XHTML, SAS, Systems Analysis, SharePoint, Troubleshooting, Business Analysis, Business Planning, Business Development, Requirements Gathering, Requirements Analysis, Functional..., Functional Testing, Functional Requirements, Technical Writing, Healthcare Information..., Program Management, Analysis, Unix, SDLC, Visio, Databases, Project Management, Information Technology, Vendor Management, Management, Microsoft Excel, User Acceptance Testing, Process Improvement, Business Process, Business Requirements, Microsoft Office, Testing, Customer Service, Consulting, Leadership, Data Analysis, Access, Integration, Business Process...
Education
Penn State University 2003 — 2008
Bachelors of Science, Information Sciences & Technology
Thomas Edison Technical & Vocational High School 1999 — 2003
HS Diploma, Computer Installation and Repair Technology/Technician
J.P. Morgan February 2015 - Present
Raymond James Consulting August 2014 - February 2015
Black School of Business at Penn State Erie, The Behrend College August 2010 - May 2014
Financial Management Association November 2012 - November 2013
Waddell & Reed May 2013 - August 2013
Gary Murray Painting May 2010 - August 2013
Skills
Equity Valuation, Fixed Income, Derivatives, Networking, Foreign Currency, Time Management, Graphic Design, Financial Analysis, Bloomberg, Finance, Investments, Mutual Funds, Portfolio Management, Strategy, Leadership
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance
Fort Leboeuf High School 2006 — 2010
High School Diploma
Amazon July 2015 - Present
Girls on the Run International January 2014 - May 2015
University of Notre Dame August 2014 - December 2014
J.P. Morgan June 2014 - August 2014
Social Entrepreneur Corps May 2013 - July 2013
Skills
Microsoft Excel, Microsoft Word, Access, English & Spanish..., Management, Spanish, Teamwork, Social Media, Analysis, Teaching, Entrepreneurship, Research, PowerPoint, Microsoft Office
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, International Business Certificate, Senior
Pontificia Universidad Católica de Chile 2013 — 2013
Marketing
Fundación Jose Ortega y Gasset 2012 — 2012
Spanish Language and Literature
J.P. Morgan July 2014 - Present
J.P. Morgan April 2013 - August 2013
Stonebridge Financial Advisors, LLC July 2012 - August 2012
The Avon Pavilion May 2012 - August 2012
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Finance, General
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Spanish Language and Literature
Yael Arad October 1994 - Present
J.P. Morgan May 2010 - April 2011
Rodeo Realty in Calabasas October 2008 - February 2010
RE/MAX Grand Central September 1999 - January 2007
California Home Builders March 1997 - August 2002
Skills
Sellers, REO, Buyer Representation, Real Estate, Investment Properties, Single Family Homes, Foreclosures, Selling, First Time Home Buyers, Residential Homes, Investors, New Home Sales, New Homes, Referrals, Relocation, Investments
Education
Pierce College 1992 — 1994
Child Development
J.P. Morgan February 2013 - Present
JPMorgan Chase September 2010 - January 2013
Stanford University September 2008 - November 2010
Origin Energy August 2009 - September 2009
Calera Corporation June 2009 - August 2009
JPMorgan April 2003 - June 2008
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Pontificia Universidad Católica de Chile 1997 — 2002
BA in Industrial and Electrical Engineering (dual degree)
J.P. Morgan May 2012 - Present
J.P. Morgan July 2009 - May 2012
Skills
Portfolio Management, Asset Allocation, Investments, Investment Strategies, Bloomberg, Asset Management, Risk Management
Education
Penn State University 2004 — 2008
B.S., Finance, International Business
J.P. Morgan June 2015 - August 2015
Siemens Healthcare May 2014 - August 2014
Goldman Sachs April 2014 - April 2014
Revelry House May 2013 - December 2013
J.P. Morgan April 2013 - April 2013
Education
Penn State University 2012 — 2016
Bachelor of Science (BS), Finance
Penn State University 2012 — 2016
Bachelor of Arts (BA), International Politics: International Relations Concentration
Universitat Pompeu Fabra 2015 — 2015
Advanced Spanish Studies
NYC Department of Education July 2015 - Present
NYC Department of Education January 2015 - July 2015
J.P. Morgan April 2013 - August 2014
Julie Menin 2013
JPMorgan Chase June 2012 - April 2013
East Ramapo Central School District March 2010 - January 2012
U.S. Fund for UNICEF May 2011 - August 2011
Teach for America December 2010 - May 2011
Skills
Social Media, Microsoft Office, Photography, PIDI, Research, Fundraising, Event Planning, Non-profits, Recruiting, Nonprofits, Public Speaking, Event Management, Microsoft Excel, Teaching, Leadership, Analysis, Training, Facebook
Education
Teachers College of Columbia University
Master's Degree, Sociology and Education, Policy Concentration
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Education, Spanish, 3.7
Suffern High School 2004 — 2008
Federated Investors, Inc. January 2014 - Present
J.P. Morgan July 2013 - January 2014
J.P. Morgan July 2011 - July 2013
J.P. Morgan June 2010 - August 2010
Skills
Asset Management, Data Analysis, Dashboarding, Middle Office, Project Management, Microsoft Excel, Internal Controls, Analysis
Education
Penn State University 2007 — 2011
B.S. Finance
J.P. Morgan June 2015 - Present
Nittany Lion Fund, LLC. November 2013 - December 2014
J.P. Morgan June 2014 - August 2014
Nittany Lion Fund, LLC. December 2012 - December 2013
Prudential Financial June 2013 - August 2013
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance
American Century Investments March 2015 - Present
J.P. Morgan August 2002 - February 2014
Northwestern Mutual Life January 2002 - August 2002
Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Asset Management, Series 63, Alternative Investments, Portfolio Management, Securities, Retirement, Wealth Management, Retirement Planning, Financial Services
Education
Pittsburg State University 1994 — 1999
J.P. Morgan September 2012 - Present
Russell Investments July 2011 - August 2012
Fidelity Investments October 2009 - July 2011
UBS Financial Services July 2003 - May 2009
Skills
Strategy, CRM, Project Management, ETFs, Asset Allocation, Cross-functional Team..., Salesforce.com, Business Development, Investments, Wealth Management, Leadership, Financial Services, Business Strategy, Management, Product Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2009
Executive MBA
Vanderbilt University 1999 — 2003
Economics
J.P. Morgan September 2014 - Present
Citi January 2013 - September 2014
Citi November 2010 - January 2013
Skills
Access, Outlook, Microsoft Word, Analysis, Financial Markets, Capital Markets, Equities, FICC, Compliance, Excel, Data Analysis, Microsoft Office, PowerPoint, Word, Risk Management, Process Improvement, Change Management, Problem Solving, Teamwork, Social Media, Business Process, Microsoft Excel
Education
Penn State University 2005 — 2009
B.S., Management Information Systems, Business
J.P. Morgan April 2011 - August 2013
JPMorgan Chase & Co. January 2006 - March 2011
JPMorgan Chase & Co. February 2001 - December 2005
GE Capital (Client); Integrated Software Solutions (Employer) 2000 - 2001
Keyspan Energy (Client); RCG Information Technology, Inc. (Employer) 1998 - 2000
Provident Computer Consultants, Inc. 1997 - 1998
Graco Manufacturing Co Inc. (Client); Interim Technology (Employer) 1997 - 1997
United Coconut Planters Bank (UCPB) 1994 - 1997
Education
Polytechnic University of the Philippines 1986 — 1990
Bachelor in Computer Science, Computer Data Processing Management
Amegy Bank March 2014 - Present
North Dallas Bank & Trust Co. April 2011 - September 2013
J.P. Morgan September 2003 - April 2011
Banana Republic / Gap Inc. January 2000 - March 2005
Skills
Customer Service, Sales, Management, Training, Fine Art, Acrylic, Retail, Leadership, Fashion, Team Leadership, Cash Handling, Art Exhibitions, Microsoft Excel, Time Management, Microsoft Office, Microsoft Word, Human Resources, Recruiting, Artist Assistant, Apparel, Team Building, Retail Sales
Education
Pratt Institute 1995 — 1998
Bachelors of Fine Art, Fashion/Apparel Design
In Search of a New Professional Home March 2015 - Present
J.P. Morgan August 2011 - August 2014
Fallcrest, Inc January 2004 - June 2007
GE Private Asset Management August 1989 - November 2003
Skills
Customer Relations, Microsoft Office, Data Analysis, Portfolio Management, Financial Services, Analysis, Financial Analysis, Relationship Management, Business Development, Wealth Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1996
Bachelor of Science (B.S.), Business Management
J.P. Morgan 2008 - Present
Anthony Robbins Companies April 2006 - Present
Education
Penn State University
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
MetLife May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Time Management, Financial Analysis
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Finance, GPA: 3.87
Cultural Education Abroad 2014 — 2014
Spring 2014 semester in Barcelona, Spain
West Essex High School 2007 — 2011
J.P. Morgan April 2014 - Present
J.P. Morgan January 2013 - March 2014
The Pennsylvania State University August 2012 - December 2012
J.P. Morgan June 2012 - August 2012
Skills
Leadership, Microsoft Excel, Bloomberg, Teamwork, Financial Analysis, Problem Solving
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance, 3.47
Northern Trust Corporation December 2013 - Present
J.P. Morgan July 2011 - November 2013
J.P. Morgan June 2010 - August 2010
Upper Darby School District May 2009 - November 2009
CSC May 2008 - August 2008
Philadelphia Eagles July 2004 - August 2007
Skills
Spanish, Financial Modeling, Financial Analysis, Leadership, Microsoft Excel, Risk Management, Investment Banking, Financial Risk, Finance, Public Speaking, Management, Portfolio Management, Project Management, Sales, Social Media, Teamwork, Trading, Speaking, Underwriting, Operations Management, Accounting, Writing, Risk Analysis, Foreign Exchange, Big Data, Big Data Analytics, Visual Basic
Education
Penn State University 2007 — 2011
B.S., Finance
Universidad de Sevilla 2010 — 2010
Cheltenham High School 2006 — 2007
Carolinas Investment Consulting February 2014 - Present
Vanguard September 2011 - September 2013
J.P. Morgan November 2008 - July 2011
ING April 2007 - September 2008
Skills
Portfolio Management, Brokerage, Wealth Management, Relationship Management, Stock Management, Asset Management, Investments, Banking, Asset Allocation, Financial Markets, Series 7, Investment Strategies, Securities, Mutual Funds, Equities, Alternative Investments, Fixed Income, Investment Management, Series 63, Financial Services, Bloomberg, Retirement
Education
University of Pittsburgh 1984 — 1987
Bachelor of Arts (B.A.), Political Science
Penn State University
Political Science
Prospect 33 September 2015 - Present
J.P. Morgan January 2014 - July 2015
J.P. Morgan July 2013 - January 2014
J.P. Morgan June 2012 - August 2012
Lefferts 26 Dentistry May 2010 - August 2011
Skills
Time Management, Microsoft Word, Bloomberg, Research, SharePoint, DTCC, Management, Windows, OS X, Texturing, Animation, Social Media, Character Animation, Marketing, Dynamics, Video Editing, Leadership, Microsoft Excel, Microsoft Office, PowerPoint
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration and Management, 3.5
JPMorgan Chase February 2010 - Present
JPMorgan Chase February 2010 - January 2013
J.P. Morgan February 2010 - January 2013
Direct Energy 2013 - 2013
Skills
Information Technology, Risk Management, Security Management, Disaster Recovery, Customer Service, Security, Active Directory, RSA SecurID, Microsoft Office
Education
Prairie View A&M University
Business Administration and Management, General
Quantum January 2015 - Present
Office Depot November 2012 - January 2015
T-Mobile February 2009 - November 2012
BBVA May 2008 - February 2009
J.P. Morgan September 2007 - May 2008
Burray's LLC Equity & Real Estate Investments June 2004 - December 2006
Skills
Executive Management, Sales Management, Business Development, Sales Management..., Staff Development, Sales, Millennium Development..., Retail, Customer Retention, Customer Satisfaction, Management, Leadership, Training, Forecasting, New Business Development, Customer Service, Coaching, Negotiation, Lead Generation, Direct Sales, Cold Calling, Sales Process, Account Management, Small Business, Salesforce.com, Customer Experience, Store Management, CRM, State
Education
Prairie View A&M University 1998 — 2003
Bachelor's of Science, Agriculture and Human Resources
J.P. Morgan February 2013 - Present
J.P. Morgan June 2010 - January 2013
Northwestern Mutual May 2009 - May 2010
Skills
Customer Service, Microsoft Excel
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Finance, General and Spanish (Minor)
J.P. Morgan January 2015 - Present
J.M. Rodgers Co, Inc September 2011 - January 2015
Skills
Series 7, Series 63
Education
Penn State University
BS, Energy, Business, and Finance
Monsignor Bonner High School
J.P. Morgan August 2015 - Present
Education
Penn State University 2013 — 2015
Criminal Justice
The Blackstone Group February 2015 - Present
J.P. Morgan July 2012 - February 2015
Goldman Sachs June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Education
Pomona College 2008 — 2012
Bachelor of Arts (B.A.), Sociology
J.P. Morgan August 2013 - Present
RBC Capital Markets February 2010 - August 2013
Cantor Fitzgerald August 2005 - February 2010
Deutsche Asset Management August 2002 - August 2005
Skills
Capital Markets, Investment Banking, Fixed Income, Trading Systems, Corporate Finance, Structured Products, Swaps, Series 7, Series 63, MBS, Securities, Bonds, Bloomberg, Middle Office, Equities
Education
Post University 2011 — 2013
Bachelor's degree, Business Administration with a concentration in Finance, 3.87
Queens College
Speech-Language Pathology/Pathologist
Lloyds Banking Group September 2009 - January 2015
abcPediatric Home Health Care LLC January 2011 - June 2013
Lloyds Banking Group June 2009 - September 2009
Lloyds Banking Group June 2005 - June 2009
WestLB July 2004 - June 2005
J.P. Morgan March 2002 - July 2004
Marlin Leasing Corp September 2000 - March 2002
Skills
Credit Risk, Project Finance, Credit Analysis, Risk Management, Trade Finance, Corporate Finance, Structured Finance, Fixed Income, Commercial Lending, Financial Analysis, Structured Products, Portfolio Management, Financial Risk, Market Risk, Public Finance, Municipal Finance, Municipal Bonds, Municipalities, Municipal Credit Risk, Credit, ABS, Financial Structuring, Loans, Banking, Capital Markets, Investment Banking, Management, Derivatives
Education
Philadelphia University 1997 — 2000
Master of Business Administration (MBA), Finance, General
Temple University - Fox School of Business and Management 1994 — 1997
Bachelor of Business Administration (BBA), Finance, General
J.P. Morgan February 2013 - Present
DiFrancesco & Sons Mushrooms May 2003 - February 2013
Philadelphia University August 2011 - May 2012
Northwestern Mutual March 2010 - March 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, C++, Datatel Colleague UI-4.3, Mac, PC, Social Media, SAP GUI, STS, TLM, Cognos, Opics, Gliders, JAWS, Primus, Janus, Showcase, Access Database, OTM, Architecture, Strategic Financial..., Fitness Instruction, Fitness Training
Education
Philadelphia University 2011 — 2012
Master of Business Administration (M.B.A.)
Philadelphia University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Salesianum High School 2004 — 2007
High School
PCCP, LLC (Pacific Coast Capital Partners) June 2015 - Present
BlackRock August 2013 - June 2015
Penn State University August 2009 - May 2013
Citi June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Skills
Equities, Bloomberg Terminal, Public Speaking, Investment Management, Microsoft Office, @Risk, Macro, Bonds, VBA, Money Market, SQL, Factset, depositary receipts, Unix Operating Systems, Argus Modeling
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance, General Political Science, Minor
Garnet Valley
Diploma
J.P. Morgan September 2013 - Present
SEI June 2012 - September 2013
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Bloomberg, Valuation
Education
Penn State University 2008 — 2012
Bachelor of Science in Finance
Sappi North America May 2013 - Present
Michel Associates, Ltd. November 2009 - May 2013
Alexander, Aronson, Finning & Co., P.C. January 2008 - May 2009
SmartBargains.com December 2003 - May 2007
HR Block Tax and Business Services January 2004 - April 2004
J.P. Morgan July 2003 - September 2003
MEDIAMAP, Inc January 2001 - April 2003
MEDIAMAP, Inc July 2000 - January 2001
BANK OF AMERICA September 1996 - July 2000
Skills
Income Tax, SAP, Intuit Statement Writer, Intuit Fixed Asset..., Pro System FX Engagement, Pro System FX Tax, Superform Tax, Peachtree, Solomin, BNA Income Tax Planner, Microsoft windows 7, Microsoft office (word,..., Quickbooks Enterprise..., Financial Reporting, Accounts Receivable, Auditing
Education
Plymouth State University 2009 — 2011
MBA, Business Administration and Management, General, 4.0
Salem State University 2004 — 2008
BS, Accounting, 3.71
University of Massachusetts, Amherst
BS, 3.2
J.P. Morgan June 2011 - Present
J.P. Morgan May 2008 - June 2011
Bear Stearns July 2006 - May 2008
Skills
Banking, Fixed Income, Securitization, ABS, Management, MBS, Capital Markets, Financial Structuring, Trading, Risk Management
Education
Penn State University 2002 — 2006
BS, Finance, Economics, International Business
J.P. Morgan May 2013 - May 2014
Joe's Meat Shoppe January 2009 - April 2013
Sagamore Hampton Golf Club 2003 - 2009
Skills
PowerPoint, Microsoft Office, Customer Service, Options Strategies, Equity Derivatives, Derivatives Trading, Golf, Finance, Analysis, Microsoft Word, Leadership, Financial Analysis, Data Analysis, Access, Financial Modeling, Economics, Microsoft Excel, Advent Geneva, Word, Excel
Education
University of New Hampshire - Whittemore School of Business and Economics 2008 — 2011
BS, Economics
Plymouth State University 2006 — 2007
Business Administration
J.P. Morgan 2012 - 2014
Seton Hall University 2011 - 2014
College Hill Tax Associates 2011 - 2011
CIT 2007 - 2011
Morgan Stanley 2005 - 2007
Morgan Stanley 2003 - 2005
Morgan Stanley 2000 - 2002
Prudential Financial 1995 - 2000
Brady and Associates, Ltd. 1993 - 1995
Skills
Financial Reporting, Leadership, Strategic Planning, Relationship Management, Workflow Management, Collaboration, Process Optimization, Team Building, Budget Management, General Ledger, Accounting, Data Integrity, Auditing, GAAP, Tax, Equities, Asset Management, Internal Controls, Investments, CPA, Management, Finance, Financial Services, Financial Analysis, Corporate Finance, Microsoft Excel, Process Improvement, Microsoft Office, Analysis
Education
Seton Hall University 2011 — 2014
MBA, Finance, 3.88
Penn State University 1988 — 1992
Bachelor of Science, Accounting
J.P. Morgan June 2014 - August 2014
Penn State Investment Association January 2013 - July 2014
Phi Gamma Nu Profesional Business Fraternity September 2013 - June 2014
Penn State Sports Business Club January 2013 - June 2014
JPMorgan Chase 2014 - 2014
JPMorgan Chase 2014 - 2014
Lambertville Inn May 2013 - September 2013
Skills
Management, Leadership, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Research, Time Management
Education
Penn State University 2013 — 2016
Bachelor of Science (BS), Finance, Sophomore
Holy Ghost Prep 2008 — 2012
High School Diploma
Graham Partners June 2014 - Present
Ernst & Young January 2011 - June 2014
J.P. Morgan June 2010 - August 2010
Turner Investment Partners 2009 - 2010
Skills
Internal Controls, Excel, PowerPoint, Word, Financial Modeling, FactSet, Capital IQ, Bloomberg Terminal, Enterprise Valuation
Education
Penn State University 2006 — 2010
BS, Finance
J.P. Morgan July 2009 - Present
J.P. Morgan June 2006 - June 2009
J.P. Morgan June 2005 - August 2005
J.P. Morgan June 2004 - August 2004
Skills
Trading, Investment Banking, Fixed Income, Wealth Management, Derivatives, CDO
Education
Penn State University 2002 — 2005
Bachelor of Science (B.S.), Finance
J.P. Morgan March 2015 - Present
Enterprise Rent-A-Car April 2014 - March 2015
Discovery Communications October 2012 - February 2014
Scripps Networks Interactive Inc. May 2012 - August 2012
Legacy Logistics January 2012 - April 2012
Affinity Connection Inc. October 2011 - December 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Powerpoint, Highly detail oriented, Organized, Oral & Written..., Data Entry, Social Media
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Telecommunications
St. Joseph Regional H.S. 2004 — 2008
AIG May 2014 - Present
AIG July 2012 - May 2014
J.P. Morgan August 2006 - July 2012
NuCar Consulting July 2005 - August 2006
Skills
Business Process..., Strategy, Project Management, Management, Governance, Project Portfolio..., Vendor Management, Risk Management, Financial Reporting
Education
Philadelphia University 2001 — 2005
Lycee Abdelkrim Lahlou
No Place Like Home Pet Sitting & Dog Walking LLC October 2010 - Present
SolomonEdwardsGroup February 2011 - July 2011
FMC Corporation November 2001 - September 2010
J.P. Morgan October 1994 - June 2001
Prudential Securities September 1983 - October 1994
Skills
Outlook, PowerPoint, Word, Excel, Event Management, Records Management, HRIS, Microsoft Office, Human Resources, Applicant Tracking..., Organizational..., Microsoft Word, Performance Management, Contract Negotiation, Negotiation, Management, SAP, Employee Relations, Microsoft Excel, Recruiting, Employee Benefits, Invoicing, Database Administration, Customer Service
Education
Pierce College 2008 — 2012
Business Administration / Human Resources
J.P. Morgan August 2010 - Present
Citi June 2009 - August 2009
Istithmar World September 2008 - May 2009
Citi June 2008 - August 2008
Instituto Dermatologico y Cirugia de Piel Dr. Huberto Bogaert Diaz September 2006 - June 2007
PricewaterhouseCoopers April 2006 - September 2006
Skills
Capital Markets, Investment Banking, Investments, Financial Modeling, Corporate Finance, Due Diligence, Emerging Markets, Valuation, Private Equity, Financial Analysis, Latin America, Bloomberg, Equities, Fixed Income
Education
Yale University - Yale School of Management 2007 — 2010
MBA, Silver Scholars Program
Investment Banking Institute, NYC 2007 — 2007
Certificate, Investment Banking
Wirtschaftsuniversität Wien 2005 — 2005
International Marketing & Organizational Change
London School of Economics and Political Science 2004 — 2004
Marketing
Pontificia Universidad Católica Madre y Maestra
BA (Licenciatura), Economics, Summa Cum Laude
J.P. Morgan January 2014 - August 2015
Enthought October 2010 - July 2013
Bloomberg April 2009 - September 2010
Styler Design 2008 - 2009
Johns Hopkins University School of Medicine 2003 - 2008
Skills
Python, Data Visualization, Software Development, Algorithms, Linux, Programming, Git, High Performance..., C++, Simulations, User Interface Design, Qt
Education
The Johns Hopkins University School of Medicine 2003 — 2008
Master of Science (MSc), Theoretical & Computational Biophysics
The Johns Hopkins University School of Medicine 2001 — 2003
MSc, Computational Biophysics
Pennsylvania State University 1996 — 2001
Bachelors of Science, Computer Science with minors in Neuroscience and Biochemistry
Makosi Consulting October 2014 - Present
J.P. Morgan June 2012 - October 2014
JP Morgan Chase May 2009 - June 2012
Skills
Series 7, series 63, Microsoft Office, Microsoft Excel, Project Management
Education
Penn State University 2004 — 2008
BS, Finance
J.P. Morgan June 2010 - Present
Calamos Investments September 2003 - May 2010
AIG SunAmerica September 2000 - September 2003
SEI September 1998 - September 2000
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Separately Managed..., Asset Allocation, Investments, Asset Managment, Wealth Management, Series 65, Equities, DCIS/401K
Education
Penn State University 1988 — 1992
Bachelor of Arts (BA), History, French Minor
Central Catholic High School Pittsburgh PA 1984 — 1987
College Prepatory
Valuation Research Corp. March 2007 - Present
Willamette Management Associates September 2005 - March 2007
Empire Valuation Consultants July 2004 - September 2005
Bank of Tokyo-Mitsubishi March 2000 - August 2002
J.P. Morgan January 1998 - January 2000
Skills
Financial Modeling, Valuation, Business Valuation, Financial Analysis, Financial Reporting, Bloomberg, Forecasting, Excel, Accounting, Capital IQ, Equities, Investments
Education
University of Rochester - Simon Business School 2002 — 2004
MBA, Finance and Corporate Accounting
Penn State University 1993 — 1997
BS, Finance
Delran High School
SunGard Financial Systems May 2014 - Present
JP Morgan Chase May 2009 - April 2014
Newedge Financial April 2007 - March 2009
J.P. Morgan March 2004 - November 2006
Education
Prairie State College
Associates Degree in Business Programming, Data Processing
Credit Suisse May 2014 - Present
Credit Suisse 2014 - 2014
J.P. Morgan August 2013 - December 2013
Merrill Lynch November 2010 - August 2011
ICAP December 2009 - March 2010
Lehman Brothers October 2004 - March 2008
Skills
Bloomberg Terminal, Options, Bloomberg
Education
Penn State University
Bachelors of science, Accounting and Finance
TD February 2014 - Present
BDC February 2012 - June 2013
J.P. Morgan May 2011 - October 2011
J.P. Morgan June 2010 - May 2011
Cognizant Technology Solutions 2009 - 2010
Wipro Technologies July 2006 - May 2009
Satyam June 2005 - July 2006
IBM Global Services January 2002 - April 2004
Skills
Weblogic, DB2, Websphere, XML, JavaScript, RAD, Java, Visual Age for Java, WSAD, SOA, SDLC, ILOG, Blaze Advisor, J2EE Application..., XSD, XSLT, WSDL, IBM Rational Tools
Education
Pondicherry University
MFT, Masters in Forigen Trade
Kakatiya University (Andhra
BSc (Bachelor of Science)
J.P. Morgan December 2014 - Present
Globant July 2014 - Present
J.P. Morgan ( Globant contractor) July 2014 - November 2014
HSBC Bank Argentina April 2012 - July 2014
Technisys September 2010 - April 2012
Viridian July 2008 - September 2011
AMCO April 2005 - June 2008
Edesur S.A. March 2001 - December 2004
Skills
Java, Subversion, Spring, Eclipse, J2EE, Websphere, J2SE, Hibernate, SQL, JUnit, MySQL, Linux, XML, UML, Maven, Unix, Ant, JSP, Swing, Solaris, CVS, OOP, Databases, Java Enterprise Edition, WebSphere, Java EE, Spring Framework, JavaSE
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2000 — 2008
Software Engineer, Information Technology
Water Oaks Capital March 2011 - Present
CNL Financial Group March 2009 - March 2011
JP Morgan November 2006 - June 2008
J.P. Morgan August 2006 - November 2006
Skills
Real Estate, Valuation, Private Equity, Investments, Due Diligence, Financial Modeling, Financial Analysis, Investment Properties, Start-ups, Entrepreneurship, Commercial Real Estate, Loans, Finance, Mergers & Acquisitions, Management, Leadership, Portfolio Management, Asset Management, Acquisitions, Real Estate Development, Strategy
Education
Pepperdine University 2002 — 2006
Business, Business Management, Marketing
Morgan Stanley Investment Management September 2014 - Present
J.P. Morgan April 2013 - September 2014
J.P. Morgan April 2009 - April 2013
J.P. Morgan March 2006 - April 2009
J.P. Morgan June 2004 - March 2006
J.P. Morgan December 2002 - June 2004
Skills
Derivatives, Credit Derivatives, Risk Management, Financial Analysis, Finance, Middle Office, Fixed Income, Swaps, Interest Rate..., Exotic Derivatives, Hedge Funds, Fund Accounting, Account Reconciliation, Nostro Reconciliation, Corporate Recruiting, Portfolio Management, FX Options, FX Derivatives, Capital Markets, Equity Derivatives, Confirmation, ISDA, ISDA negotiations, Swaptions
Education
Penn State University 1998 — 2002
Nomura February 2010 - Present
JP Morgan January 2009 - May 2010
J.P. Morgan January 2002 - December 2008
JP Morgan June 1998 - December 2001
Duff & Phelps Credit Rating Co May 1997 - June 1998
Telefonica de Argentina S.A. January 1997 - May 1997
Skills
Finance, Corporate Finance, Investment Banking
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires'
CPA, Business Administration
J.P. Morgan February 2015 - Present
Skills
Financial Modeling, Valuation, Capital Markets, Finance, Emerging Markets, Investments, Financial Structuring, Banking, Financial Analysis, Export Finance, Bloomberg, Corporate Finance, Structured Finance, Project Finance, Derivatives, Strategy, Investment Banking, Due Diligence
Education
Pomona College 2006 — 2010
Bachelor's degree
Equinox February 2015 - June 2015
Cisco May 2014 - January 2015
Ascension Insurance, Inc. March 2014 - April 2014
Kinecta Federal Credit Union September 2013 - January 2014
Sigue Corporation February 2013 - March 2013
Farmers Insurance May 2012 - December 2012
http://www.glblresources.com November 2011 - May 2012
U.S. Bank July 2010 - November 2011
Chevron January 2010 - April 2010
J.P. Morgan October 2008 - November 2009
Skills
Field Technician, Quality Assurance, Video Codecs, Decoders, Encoders, Servers, Troubleshooting, Networking, Windows 7 Migration, Microsoft Exchange, Operating Systems, XP, Software Installation, Technical Support, Active Directory, Windows XP, Hardware, Project Managers, Procurement
Education
Pierce College 1985 — 1991
AA, Liberal Arts
J.P. Morgan Vice PresidentJPMorgan Chase2009 - Present
Wachovia Securities, LLC April 2008 - December 2008
Wells Fargo Private Bank February 2002 - March 2008
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2006
MBA
University of California, Los Angeles 1988 — 1993
B.A., Economics
Trust Outsourcing Consulting Inc January 2015 - Present
J.P. Morgan October 2012 - March 2014
Charles Schwab September 2011 - August 2012
Charles Schwab September 2008 - August 2011
SunGard January 1994 - July 2008
Skills
Product Management, Outsourcing, Management, Product Development, Financial Services, Vendor Management, Portfolio Management, SDLC, Requirements Analysis, Equities
Education
Penn State University 1984 — 1988
Bachelor of Science (BS), Finance
Citi July 2011 - Present
J.P. Morgan June 2011 - August 2011
Skills
Data Analysis, Pricing, Reporting & Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Payments, Ad Hoc Reporting, Financial Modeling
Education
Penn State University 2007 — 2011
B.S., Finance, Minors: Spanish, Economics, International Business
Council on International Educational Exchange 2009 — 2009
Language and Culture
J.P. Morgan September 2013 - Present
JP Morgan August 2010 - September 2013
Goldman Sachs June 2008 - September 2008
Skills
Equity Derivatives, Equities, Derivatives, Options Strategies, Structured Products, Options, Hedge Funds, Financial Markets, Capital Markets
Education
Università Commerciale 'Luigi Bocconi' 2007 — 2010
Graduate School, Finance
University of San Diego 2009 — 2009
Exchange Program, Master Business Administration (MBA)
Politecnico di Milano 2004 — 2007
Undergraduate, Engineering Management
CORD Worldwide August 2011 - Present
Soundguild 2000 - 2009
J.P. Morgan 1992 - 2000
Skills
Music, Composition, Production, Music Industry, Music Supervision, Music Licensing, Music Publishing, Entertainment, Music Production, Digital Strategy, Sound Design, New Media, Digital Media, Creative Strategy, Recording, Songwriting, Creative Direction, Television, Strategy, Musical Theatre, Band
Education
NYU Stern School of Business 1996 — 2000
MBA, Finance and Marketing
Penn State University 1988 — 1992
BA, Marketing
The Juilliard School 1982 — 1988
Diploma, Violin, Composition
Lexmark International, Inc. July 2013 - Present
Financial Software Systems October 2007 - July 2013
Janney Montgomery Scott LLC 1996 - 1997
Affiliated Financial Services 1994 - 1996
J.P. Morgan 1989 - 1994
Skills
Business Development, FX Options, Capital Markets, Portfolio Management, Banking, Risk Management, FX trading, Treasury Management, Payments, Financial Services, Key Account Management, International Account..., Vendor Management, CRM
Education
Penn State University
BA, International Politics & Business Minor
J.P. Morgan May 2014 - Present
The Phillips Co April 2013 - May 2014
JPMorgan Chase August 2011 - April 2013
Bank of Indiana June 2007 - August 2011
Education
Pontifícia Universidade Católica do Paraná 1998 — 2002
BA, Journalism
MidFirst Bank May 2015 - Present
Warner Bros. Entertainment Group of Companies March 2014 - May 2015
JPMorgan Chase August 2008 - November 2013
Bank of America December 2006 - August 2008
J.P. Morgan June 2001 - December 2006
Skills
Loss Mitigation, Default, Loan Servicing, Servicing, Asset Management, Asset Disposition, Loan Modifications, Mortgage Banking, Evictions, Loan Modification, Mortgage, Loan Origination, Asset, FHA, Loans, REO, Mortgage Lending, VA, Conventional, Portfolio Management, Foreclosures, Investment Properties, Notary Public, Closings, Short Sales, Debt Collection, Risk Management, Negotiation, Origination, Loan Closings, Credit, Underwriting, Mortgage Underwriting, Commercial Mortgages, VA loans, Investments, Mortgage Servicing, FHA financing, Refinance, Real Estate Transactions, Asset Managment, Residential Mortgages, Real Estate, Property, Commercial Lending, Escrow, USDA, Real Estate Financing, Commercial Real Estate, Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2013
Master of Business Administration (M.B.A.), Global Business and Marketing, 3.55
University of Oxford
Certified in Global Business, Global Business
J.P. Morgan March 2006 - Present
Education
Pontificia Universidad Católica de Chile 1999 — 2005
Industrial Civil Engineering
J.P. Morgan June 2012 - Present
JP Morgan September 2010 - March 2012
Thomson Reuters February 2010 - August 2010
Skills
Valuation, Capital Markets, Corporate Finance, Financial Modeling, Fixed Income
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2007 — 2011
Michael Ham Memorial College 1995 — 2006
J.P. Morgan April 2015 - Present
J.P. Morgan October 2013 - April 2015
JPMorgan Chase December 2010 - October 2013
Enterprise Rent-A-Car July 2006 - June 2011
Skills
Series 7, Series 63, Contract Negotiation, Training, Financial Analysis, Asset Management, Private Banking, Asset Based Lending, Portfolio Management, Microsoft Office, Microsoft Excel
Education
2004 (Smeal School of Business)The Pennsylvania State University - University 2000 — 2004
Bachelor of Science, Economics
2004 (Smeal School of Business)The Pennsylvania State University - University 2000 — 2004
Bachelor of Science, Economics
Penn State University 2000 — 2004
BS, Economics
J.P. Morgan January 2006 - Present
Sprint Nextel 2000 - 2006
Education
University of Houston-Victoria 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General
Prairie View A&M University 1995 — 2000
Bachelor's degree, Information Technology, 3.8 Magna Cum Laude
J.P. Morgan January 2009 - Present
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2006
MBA
Neighbors Together December 2012 - Present
J.P. Morgan June 2007 - Present
Skills
Banking, Equities
Education
Penn State University 2004 — 2008
JPM Asset Management May 2014 - March 2015
JPMorgan Chase & Co. September 2013 - May 2014
JPMorgan Chase & Co. October 2011 - September 2013
JPMorgan Chase & Co. August 2009 - October 2011
JPMorgan Chase & Co. April 2007 - August 2009
JPMorgan Chase & Co. December 2002 - April 2007
J.P. Morgan July 1999 - December 2002
Skills
Capital Markets, Fixed Income, Derivatives, Investment Banking, Risk Management, Financial Analysis, Emerging Markets, Project Management, Latin America, Cross-border..., Reporting & Analysis, Financial Reporting, Business Process..., End-to-End Project..., End to End Solutions, NDF, Foreign Currency, Banking, Portfolio Management, Valuation, Credit Risk, Financial Risk, Hedge Funds, Investments, Financial Markets, Private Banking, Structured Products, Regulatory Requirements, KYC, Anti Money Laundering, Dodd-Frank, Fiduciary Services, Basel I, Basel II, Basel III, Market Risk, Hedging, FATCA, Process Improvement, FINRA, OFAC, Cash Management, Cash Flow Management, FSA, Performance Metrics, Metrics Reporting, MS Office, inc...., SAP Business Objects..., Balance Sheet Review
Education
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 1994 — 2002
Master's Degree, Accounting and Finance, CPA
Property Markets Group May 2015 - July 2015
J.P. Morgan February 2013 - June 2014
LAN Airlines June 2012 - January 2013
Penn State University August 2011 - December 2011
Goldman Sachs June 2011 - August 2011
M. Horowitz – A. Buch Civil Eng. LTD December 2009 - January 2010
Constructora W.H May 2009 - June 2009
Constructora Sambil March 2006 - March 2006
Skills
Economics, Entrepreneurship, Leadership, Data Analysis, Spanish, Problem Solving, Financial Analysis, Statistics, Arena Simulation..., Financial Modeling, Analysis, Arena, Matlab, AutoCAD, English, Hebrew, Engineering, Quantitative Analysis, VBA, Access, C++, Minitab, SolidWorks, Mac OS X, Simulation, Argus Modeling, Real Estate Development
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Penn State University 2007 — 2012
B.S, Industrial Engineering
University of Melbourne 2010 — 2010
Hebraica Moral y Luces 2001 — 2006
Bachillerato, Sciences Track
Free Arts for Abused Children September 2012 - Present
J.P. Morgan January 2011 - Present
NAWBO LA Chapter January 2011 - Present
J.P. Morgan July 2010 - December 2010
Deutsche Bank Securities March 2008 - July 2010
UBS Wealth Management September 2000 - March 2008
Skills
Private Equity, Portfolio Management, Valuation, Venture Capital, Due Diligence, Series 7, Mergers, Fixed Income, Equities, Hedge Funds, Investment Banking, Series 63, Securities, Structured Products, Capital Markets, Asset Managment, Investments, Alternative Investments, Financial Modeling
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MA, Psychology
UCLA 1994 — 1997
BA, Psychology
Itaú BBA August 2014 - Present
Scotia Capital June 2009 - August 2014
Merrill Lynch 2004 - 2009
J.P. Morgan 2002 - 2004
Citi 1997 - 2002
Skills
Fixed Income, Funding, Emerging Markets
Education
Walden University 2010 — 2012
Master's degree, Business Administration and Management, General
PUC-SP 2002 — 2004
Master, Business Management
PUC-SP 1997 — 2001
Bachelor, Business Management
City of Sioux City July 2015 - Present
Arizona Department of Economic Security Division of Child Support Services February 2011 - January 2014
Wells Fargo Dealer Services January 2010 - February 2011
J.P. Morgan November 2009 - January 2010
Citizens Bank January 2009 - October 2009
Hyundai Motor Finance Company January 2007 - May 2008
Citizens Auto Finance December 2005 - January 2007
Ford Motor Credit Company April 2004 - December 2005
Ford Motor Credit Company September 2003 - April 2004
Ford Motor Credit Company October 2002 - September 2003
Skills
Credit, Loans, Analysis, Management, Credit Risk, Budgets, Customer Service, Sales, Portfolio Management, Finance, Outlook, Financial Analysis, Risk Management, Automotive, Banking, Financial Services, Credit Analysis, Team Leadership, Team Building, Microsoft Office
Education
Pima Community College 2011 — 2012
Paralegal - Post Degree Certificate
San Diego State University 1993 — 1995
Bachelor of Arts, Psychology
Hastings Senior High School
J.P. Morgan 2007 - 2011
Investors Bank & Trust June 2004 - May 2007
Investors Bank & Trust February 2001 - June 2004
Skills
Risk Management
Education
Plymouth State University
Bachelor of Science, Business Marketing/Economics
J.P. Morgan March 2015 - Present
Skills
Microsoft Word, Visio, PowerPoint, Business Analysis, Access, Microsoft Dynamics GP, Sage 100 ERP, SAP, ERP Selection, Business Advisory, Business Process..., ERP Implementations, Manufacturing, Microsoft Excel, SQL, HTML, MS Project, Data Analysis, Databases
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Management Information Systems
J.P. Morgan April 2014 - Present
Education
Penn State University
Doctor of Philosophy (PhD)
Tsinghua University
Bachelor's degree
J.P. Morgan June 2010 - Present
Peoples Home Equity June 2000 - June 2010
Education
Pivot Point Beauty School-Bloomingdale 2005 — 2006
Willowbrook High School 1996 — 2000
Xerox August 2015 - Present
J.P. Morgan October 2007 - August 2015
J.P. Morgan 2004 - October 2007
Skills
Risk Management, Financial Risk, SDLC, Process Improvement, Banking, Operational Risk, Financial Services, Business Analysis, Cash Management, Financial Analysis, Vendor Management, Relationship Management, Credit Cards, User Acceptance Testing, Business Requirements, Mergers, Treasury Management, Mergers & Acquisitions, Outsourcing, Software Project..., Payments, Program Management, IT Strategy, Access, Back Office, Business Process..., Project Delivery, Change Management, Investment Banking, PMO, Requirements Gathering, Portfolio Management, Operational Risk..., Project Portfolio..., AML, Analytics, Governance, Offshoring, Retail Banking, Credit Derivatives, Finance, Enterprise Risk..., Credit, Resource Management, Debit Cards, Business Process, Payment Card Processing, Payment Systems, Business Continuity, SAS70
Education
Polk Community College
Associate of Arts (AA), Computer Information Systems
University of Florida