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
The Walt Disney Company June 2014 - Present
J.P. Morgan June 2013 - September 2013
Princeton University August 2012 - June 2013
SWB Elbow Brace, Ltd April 2013 - May 2013
Revolution Prep April 2011 - September 2011
Integrated Operations and Information Systems Consulting Inc. IOIS April 2011 - August 2011
SOFA Entertainment June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, HTML, Blogging, Data Analysis, Marketing, Economics
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Mira Costa High School 2006 — 2010
High School
Robert W. Baird & Co. 2005 - Present
Lehman Brothers 2001 - 2005
J.P. Morgan 1992 - 2000
First Boston Corporation 1967 - 1992
Education
University of Virginia Darden School of Business 1965 — 1967
Master of Business Administration (M.B.A.)
Princeton University 1961 — 1965
Bachelor's Degree
J.P. Morgan 2011 - Present
Skills
Fixed Income, Bloomberg, Derivatives, Financial Modeling, Financial Markets, Quantitative Finance, Portfolio Management, Quantitative Analytics, Financial Analysis
Education
Princeton University 2007 — 2011
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics, Magna Cum Laude
Palantir Technologies September 2015 - Present
ThoughtSpot January 2015 - August 2015
J.P. Morgan April 2014 - October 2014
Golub Group, LLC July 2013 - April 2014
The Bermont Advisory Group at Raymond James/Morgan Keegan July 2012 - September 2012
Georgeville Entertainment June 2011 - August 2011
Dolphin Entertainment June 2010 - August 2010
Univision Communications, Inc. June 2009 - August 2009
Skills
Acting, Analysis, Bloomberg Terminal, Communication Skills, Creative Writing, Dance, English, Microsoft Word, Singing, Spanish, Microsoft Office, Marketing, Cooking, Creative Direction, Ski, Writing, Asset Management, Client Relations Skills, Market Research, Nonprofits, Microsoft Excel, Social Media, Recruiting, HR Management, HR Strategy, Research
Education
Princeton University 2009 — 2013
Bachelor of Arts (BA), English Language and Literature, General
BlackRock Realty Advisors June 2014 - Present
J.P. Morgan June 2011 - July 2013
J.P. Morgan June 2010 - August 2010
Manhattan Graphics Center June 2009 - August 2009
Skills
Hedge Funds, Series 7, Series 63, Alternative Investments, ArcGIS, Adobe Creative Suite, Microsoft Excel, Argus Modeling, Pro Forma Development, Real Estate, Real Estate Development, Financial Modeling, Real Estate Transactions, Real Estate Investor, Commercial Real Estate, Private Equity
Education
University of Pennsylvania 2013 — 2014
Master of City Planning (Candidate), Public Private Development
Princeton University 2007 — 2011
Bachelor of Arts (B.A.), Art History
Friends Academy 2003 — 2007
High School
Trumaker November 2011 - Present
RecycleBank June 2010 - November 2011
Natural Resources Defense Council June 2008 - June 2010
DormAid August 2007 - June 2008
Center for American Progress June 2007 - August 2007
The Partnership for the Homeless June 2006 - August 2006
J.P. Morgan June 2005 - August 2005
Skills
Start-ups, Entrepreneurship, Venture Capital, Strategy, Strategic Partnerships, Private Equity, Financial Modeling, Partnerships, Corporate Development, Business Strategy, Ruby on Rails, CRM, Cleantech, E-commerce, UI/UX Design, Product Management, Analytics, Operations Management, Process Engineering, Product Marketing, Apparel, Apparel Sourcing, Customer Experience, Customer Acquisition, JavaScript
Education
Princeton University 2004 — 2008
BA, Woodrow Wilson School of Public and International Affairs
Collegiate School 1998 — 2004
High School
Prep for Prep 1996 — 1998
Contingent XX
J.P. Morgan July 2014 - August 2014
Cato Partners May 2014 - May 2014
Education
Princeton University 2014 — 2018
The Pingry School 2001 — 2014
Blue River Asset Management 2000 - Present
Bigelow & Company 1997 - 2000
George K. Baum & Company 1990 - 1995
Drexel Burnham Lambert 1984 - 1990
Salomon Brothers 1976 - 1980
J.P. Morgan 1973 - 1976
Education
Princeton University 1968 — 1972
A.B., Economics
Noble Group August 2014 - Present
PwC August 2012 - August 2014
7 King's Bench Walk August 2011 - August 2011
J.P. Morgan May 2011 - August 2011
The Nature Conservancy May 2010 - July 2010
Saatchi & Saatchi June 2009 - August 2009
Skills
Strategy, Economics, Research, Management Consulting, Management, Data Analysis
Education
Princeton University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Tuck School of Business at Dartmouth 2012 — 2012
Tuck Business Bridge Program
Training the Street
Financial Modeling and Corporate Valuation Course, Certified
Eton College
Altamont Capital Partners 2014 - Present
J.P. Morgan 2013 - 2013
Goldman Sachs 2012 - 2012
Citi 2011 - 2011
Education
Princeton University 2010 — 2014
Bachelor of Arts (BA), Woodrow Wilson School of Public Policy
Goldman Sachs August 2015 - Present
Citi June 2013 - August 2015
Goldman Sachs May 2012 - August 2012
J.P. Morgan June 2011 - August 2011
International Monetary Fund June 2010 - August 2010
Skills
Derivatives, Trading, Investment Banking, Bloomberg, Financial Modeling, Valuation, Economics, Bloomberg Terminal, Fixed Income
Education
Princeton University 2011 — 2013
University of Virginia 2007 — 2011
Bachelor's degree
HSBC Global Banking and Markets July 2015 - Present
Barclays Investment Bank May 2014 - August 2014
J.P. Morgan March 2012 - July 2013
Peace Dividend Trust January 2010 - March 2012
OurStyle Hungary February 2007 - January 2010
US Army September 2002 - February 2007
Skills
Leadership, Business Development, Analysis, Management, Financial Modeling, Financial Analysis, Valuation
Education
NYU Stern School of Business 2013 — 2015
MBA, Accounting and Finance
Princeton University 1998 — 2002
AB, Anthropology
J.P. Morgan May 2013 - Present
J.P. Morgan August 2012 - May 2013
J.P. Morgan July 2010 - August 2012
Skills
Trading, Fixed Income, Equities, FX Swaps, FX Options, Manage Client..., Bilingual, Series 7, Series 63, Bloomberg, Series 55
Education
Princeton University 2005 — 2009
AB, Economics
J.P. Morgan September 2014 - Present
J.P. Morgan June 2011 - September 2014
J.P. Morgan June 2010 - August 2010
University of Texas System Office of Finance June 2009 - September 2009
Education
Princeton University 2007 — 2011
Bachelor of Engineering (BEng), Operations Research and Financial Engineering
St. Stephens Episcopal School 2003 — 2007
Hallowell College Counseling 2013 - Present
The Republic of Hallostein July 1996 - Present
Smilow & Hallowell, LLC 2006 - 2013
Gadsby & Hannah 1995 - 1996
Ropes & Gray LLP 1992 - 1995
J.P. Morgan 1986 - 1988
Skills
Nonprofits, Public Speaking, Editing, Educational Consulting, Admissions, Higher Education, Research, Strategy, Non-profits, Commercial Litigation, Teaching
Education
Univ of Chicago 1989 — 1992
JD
Princeton University 1981 — 1986
BA, Comparative Literature
Buckingham Brown & Nichols
Class of '81
The Park School
Ninth Grade Class of '78
The Brooks School of Concord (now NBSC)
Third Grade Class of '72
RMD Holdings LLC Airport Services January 2015 - Present
RMD Holdings LLC June 1997 - Present
Federal Reserve System June 1996 - June 1997
Deutsche Bank (Alex. Brown) June 1993 - June 1996
J.P. Morgan May 1990 - June 1993
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (MBA), Finance and Real Estate, Mobil Fellow
Princeton University 1985 — 1989
AB, Politics Economics, cum laude
The Boston Consulting Group January 2015 - Present
Princeton in Asia Fellow - Thaneakea Phum (TPC) June 2013 - September 2014
J.P. Morgan June 2012 - August 2012
CNH June 2011 - August 2011
Consejo Privado de Competitividad, Colombia June 2010 - August 2010
Skills
Communication Skills, Business Analysis, Financial Modeling, Financial Accounting, Stata, Microsoft Office, Analysis, Research, Market Research, Data Analysis, Team Leadership, Negotiation, Financial Analysis
Education
Princeton University 2009 — 2012
Bachelor of Arts (B.A.), Economics
Colegio Nueva Granada 2005 — 2009
High School Diploma, Bachillerato Colombiano
J.P. Morgan November 2012 - Present
JP Morgan Chase September 2002 - July 2011
Information Control Corporation August 2001 - September 2002
Ajilon Consulting March 2001 - June 2001
CTX Corporation January 1997 - February 2001
Federal Government May 1984 - January 1997
Skills
Data Center, Servers, ITIL, Storage, SAN, Infrastructure, VMware ESX, SharePoint, Disaster Recovery, Solaris, Security, Troubleshooting, Databases, Enterprise Architecture, Unix, IT Management, IT Strategy, Lotus Domino, EMC Storage, System Administration, Information Security, VMware, Novell Netware, Citrix, Business Continuity, IT Operations, Sametime, High Availability, Virtualization, Windows Server, Windows 7, Storage Area Networks, System Deployment, •Lotus Domino/Notes..., •Lotus..., EMC Storage Arrays..., NetApp (FAS, SNAP,..., Hitachi, TSM, •SAN/NAS/VMware•..., •Symantec Veritas..., Hitachi Data Storage..., IBM XIV, VMware (ESX, vCenter,..., •Microsoft Windows7..., •Microsoft SharePoint..., •IBM Tivoli Data..., •MS Data Protection..., Virtual Server..., Virtual Desktop...
Education
Computer Learning Center, Springfield, VA 1983 — 1983
None, Programmer
Prince George's Community College 1981 — 1983
None, Business Accounting
Largo High School 1978 — 1981
Diploma, Mathematics
Columbia University July 2011 - June 2012
National Bureau of Economic Research September 2010 - June 2011
J.P. Morgan June 2010 - August 2010
Accion Emprendedora June 2009 - September 2009
Skills
Economic Research, Programming Languages, Statistical Software, Econometric Modeling, LaTeX, Stata, Econometrics, Statistics, Scrapbooking, Economics, Valuation, Data Analysis, Research, Statistical Modeling, Quantitative Analytics, Qualitative Research
Education
Princeton University 2012 — 2017
Doctor of Philosophy (PhD), Economics
Princeton University 2012 — 2014
Master of Arts (MA), Economics
University of Chicago 2007 — 2011
Mathematics (BS), Economics (BA), Statistics (BA)
J.P. Morgan September 2013 - Present
OgilvyOne June 2012 - September 2013
The Barbarian Group May 2010 - June 2012
Publicis Groupe August 2009 - May 2010
Euro RSCG July 2009 - August 2009
Skills
Social Media Marketing, Digital Strategy, Digital Marketing, Digital Media, Advertising, Online Advertising, Interactive Marketing, Account Management, New Business Development, Email Marketing, Content Strategy, Direct Marketing, Brand Development, Integrated Marketing, Business Development
Education
Princeton University 2005 — 2009
A.B., Art History
The Hun School of Princeton 2001 — 2005
Venor Capital Management 2014 - Present
Bowery Investment Management, LLC 2012 - 2014
Fortress Investment Group 2008 - 2011
J.P. Morgan 2006 - 2008
Education
Princeton University 2002 — 2006
A.B., Economics
Consultant, Strategic Investments and Finance 2014 - Present
Prudential Real Estate Investors 2006 - 2013
M&M Construction, Enterra Group 2000 - 2005
J.P. Morgan 1993 - 1999
Education
The Wharton School, University of Pennsylvania
MBA, Finance
Princeton University
BA, Economics
J.P. Morgan July 2013 - Present
Princeton University September 2009 - June 2013
J.P. Morgan May 2012 - August 2012
Areté Associates June 2011 - August 2011
Skills
C++, Java, JavaScript, Python, WebGL, HTML, OCaml, Matlab, Quantitative Finance, GLSL, Algorithms, VBA, Economics, Data Analysis, R
Education
Princeton University 2009 — 2013
BSE, Operations Research and Financial Engineering
Caraustar August 2014 - Present
H.I.G. Capital July 2012 - July 2014
J.P. Morgan June 2010 - June 2012
J.P. Morgan June 2009 - August 2009
UBS May 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Growth Capital, Investments, LBO, Recapitalizations, Middle Market, Equity Capital Markets, Private Equity
Education
Princeton University 2006 — 2010
AB, Economics
SR Labs January 2015 - Present
Spear Point, LLC January 2013 - 2014
The Idea Village October 2012 - April 2013
Korhammer Holdings PTY LTD October 2011 - October 2012
The Receivables Exchange June 2010 - May 2011
The Receivables Exchange March 2010 - June 2010
The Receivables Exchange March 2008 - March 2010
J.P. Morgan July 2006 - February 2008
The Vanguard Group July 2004 - July 2006
Skills
Financial Analysis, Business Strategy, Start-ups, Excel, PowerPoint, Analysis, Corporate Finance, Capital Markets, Market Analysis, Fundraising, Microsoft Excel, Entrepreneurship, Portfolio Management, Financial Modeling, Strategy, Business Development, Salesforce.com, Analytics, Valuation, Investments, Investment Banking, Venture Capital, Data Analysis, Private Equity, Business Planning, Due Diligence, Strategic Planning, Budgets, Equities, Consulting, Leadership, Finance, Hedge Funds, Nonprofits, Market Research, Fixed Income, Economics, Trading
Education
Princeton University 2000 — 2004
AB
TradeBlock 2014 - Present
J.P. Morgan July 2012 - 2014
J.P. Morgan September 2010 - June 2012
Zorter May 2010 - August 2010
Lewis-Sigler Center for Integrative Genomics June 2009 - August 2009
Galleon Group June 2008 - August 2008
New York State Assembly 2005 - 2006
Skills
Series 7, Series 63, Fixed Income, MBS, Microsoft Excel, VBA, Perl, Clojure, SQL, Redis, React.js, Node.js, Bitcoin
Education
Princeton University 2006 — 2010
BSE
Hackley School 2001 — 2005
J.P. Morgan June 2015 - July 2015
Mako Group June 2014 - July 2014
Princeton University May 2013 - May 2014
Education
Princeton University 2012 — 2016
Bachelor's Degree, Politics
The London School of Economics and Political Science (LSE)
Marketing
J.P. Morgan Asset Management June 2015 - Present
J.P. Morgan April 2013 - July 2015
J.P. Morgan September 2010 - April 2013
Klingenstein, Fields & Co., LLC January 2010 - March 2010
Skills
Fixed Income, Portfolio Management, Hedge Funds, Alternative Investments, Series 63, Equities, Financial Modeling, Bloomberg, Capital Markets, Valuation, Series 7, Investments
Education
Princeton University 2005 — 2009
A.B.
The Hotchkiss School 2002 — 2005
Yext December 2014 - Present
J.P. Morgan June 2013 - December 2014
CVC Credit Partners September 2012 - May 2013
Sotheby's June 2010 - August 2010
Education
Princeton University 2008 — 2012
Bachelor of Arts (B.A.), Art History
The Shipley School 1994 — 2008
Goldman Sachs July 2014 - Present
J.P. Morgan June 2013 - June 2014
Mayor's Office of Nashville June 2012 - August 2012
Public Resources Advisory Group June 2011 - August 2011
U.S. House of Representatives, Rep. Jim Cooper June 2010 - August 2010
Owen School of Management June 2009 - September 2009
Skills
Research, Editing, Event Planning, Microsoft Office, Public Speaking, Stata, Social Media, Writing, Bloomberg Terminal, PowerPoint, Nonprofits, Economics, Market Research, Analysis, Government, Data Analysis
Education
Princeton University 2009 — 2013
Bachelor of Arts (BA), Economics, Urban Studies
University School of Nashville 1995 — 2009
Secondary School
J.P. Morgan May 2012 - August 2012
Dynamo Capital LLP June 2011 - August 2011
Infosys June 2010 - August 2010
Global Marketing Associates February 2010 - May 2010
Skills
Financial Modeling, Equities, International Marketing, Investments, Finance
Education
Princeton University 2009 — 2013
BA - Politics, International Relations
J.P. Morgan June 2012 - Present
Education
Princeton University 2008 — 2012
A.B.
J.P. Morgan June 2015 - August 2015
Brownson, Rehmus & Foxworth June 2014 - August 2014
Heartland Alliance for Human Needs & Human Rights June 2012 - August 2012
Education
Princeton University 2012 — 2016
Bachelor's Degree, Politics
St. Ignatius College Prep 2007 — 2011
MSD Partners, L.P. September 2013 - Present
J.P. Morgan July 2010 - September 2013
J.P. Morgan June 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Skills
Prime Brokerage, Credit Derivatives, Swaps, OTC Clearing, Operational Risk..., Financial Analysis, Financial Accounting, Equity Valuation, Bloomberg, VBA, Java, R, Matlab, Trading, Equity Derivatives, Economics, Financial Risk, Financial Modeling, Hedge Funds, Fixed Income, Valuation
Education
Princeton University 2006 — 2010
B.S.E., Operations Research and Financial Engineering
The Hun School of Princeton 2002 — 2006
General Diploma, High School/Secondary Diploma Programs
J.P. Morgan May 2014 - August 2014
J.P. Morgan Asset Management June 2013 - September 2013
Credit Suisse August 2012 - August 2012
McCormick Hospital June 2012 - July 2012
Biosphere Capital July 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Teamwork, Public Speaking, Stata
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Woodrow Wilson School of Public & International Affairs
Rye Country Day School 2004 — 2011
J.P. Morgan June 2015 - July 2015
Abide Therapeutics June 2014 - August 2014
Business Today April 2012 - December 2013
La Hogar De Providencia September 2011 - December 2011
Skills
Public Speaking, Social Media, PowerPoint, Spanish, Microsoft Office, Project Management, Microsoft Word, Data Analysis, Teaching, Strategic Planning
Education
Princeton University 2012 — 2016
B.S.E, Mechanical and Aerospace Engineering
The Stony Brook School 2007 — 2011
Google August 2014 - Present
The Wharton School April 2012 - May 2014
Google June 2013 - August 2013
J.P. Morgan August 2010 - April 2012
J.P. Morgan September 2009 - August 2010
J.P. Morgan September 2007 - September 2009
Clearbrook Financial October 2005 - January 2007
Stanfield Capital Partners June 2006 - August 2006
Skills
Business Strategy, Quantitative Analytics, Strategy, Product Management, Business Management, Strategic Planning, Strategy Development, Strategic Thinking, Strategic Analysis, Business Analysis, New Business Development, International Business, Program Management, Program Delivery, Project Delivery, Financial Services, Financial Modeling, Analytics, Analysis, Corporate Finance, Management, Business Development, Fixed Income
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Marketing and Entrepreneurial Management
University of Pennsylvania - The Lauder Institute 2012 — 2014
Master of Arts (MA), International Studies
Princeton University 2003 — 2007
BSE, Operations Research and Financial Engineering
Princeton University October 2012 - Present
J.P. Morgan June 2015 - August 2015
University of Nebraska–Lincoln May 2014 - August 2014
Princeton University September 2012 - May 2013
University of Nebraska–Lincoln June 2012 - August 2012
Skills
Java, Matlab, Consulting, R, Verilog, Microsoft Excel, LTSpice, Eagle PCB, FPGA, Lithography, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Visio
Education
Princeton University 2012 — 2016
Bachelor of Engineering (B.E.), Electrical Engineering
Bloomberg LP May 2015 - Present
Princeton University February 2014 - Present
USTA June 2014 - September 2014
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Federation EIL, the Worldwide Network of the Experiment in International Living June 2011 - July 2011
Lawrenceville-Doshisha International School Exchange Program June 2010 - July 2010
Goldman Sachs Institute for Entrepreneurship June 2009 - July 2009
Skills
•Proficient in..., •Basic understanding..., •Adept in electronic..., •Four years formal..., Microsoft Excel, PowerPoint, Corporate Finance, Financial Modeling, Investments, Financial Analysis, Valuation, Microsoft Office, Asset Managment, Research, Public Speaking, Portfolio Management, Finance, Microsoft Word, Mergers, Investment Banking, Economics, Data Analysis, Business Planning, Business Strategy, Strategy, Advertising, Marketing
Education
Princeton University 2012 — 2016
Bachelor of Arts (B.A.), East Asian Studies
The Lawrenceville School 2008 — 2012
Sackett Partners Incorporated January 2000 - Present
J.P. Morgan June 1995 - January 2000
Lazard September 1978 - June 1995
Skills
Upstream, Energy, Strategic Planning, Offshore Drilling, Petroleum, Management, Business Strategy, Mergers & Acquisitions
Education
Princeton University 1968 — 1972
AB
Lawrenceville
Lawrenceville
Lawrenceville
The Boston Consulting Group 2015 - Present
Shell June 2014 - August 2014
J.P. Morgan January 2011 - May 2013
J.P. Morgan October 2009 - December 2010
J.P. Morgan September 2007 - September 2009
Skills
Working Capital..., Liquidity Management, Treasury Management, Financial Modeling, SQL, Excel, Matlab, Funds Transfer Pricing, Strategy, Valuation, Cash Management, Investment Banking, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance and Strategic Management
Princeton University 2003 — 2007
Bachelor of Science in Engineering, Chemical Engineering; Certificate Program in Finance
New Mountain Capital July 2014 - Present
McKinsey & Company September 2012 - May 2014
J.P. Morgan June 2011 - August 2011
Skills
E-commerce, Business Strategy, Payments, Mobile Payments, Consumer credit, Market Sizing, Mandarin, Analytics, Due Diligence, Economics, Stata, Corporate Development, Financial Modeling, Organizational Design, Mergers & Acquisitions, Entrepreneurship, Spanish, Management Consulting, Corporate Finance, Data Analysis, Valuation, Strategic Planning, Strategy
Education
Princeton University 2008 — 2012
B.A., Economics
Princeton in Beijing 2012 — 2012
Intensive Chinese Language Immersion Program
AppNexus September 2015 - Present
J.P. Morgan April 2014 - August 2015
J.P. Morgan June 2011 - March 2014
Tractus Asia June 2010 - August 2010
Education
Princeton University 2008 — 2012
A.B., Psychology
Cypress Falls High School 2004 — 2008
Princeton University September 2015 - Present
J.P. Morgan June 2013 - August 2015
University of Chicago September 2009 - June 2013
J.P. Morgan June 2012 - August 2012
UBS June 2011 - August 2011
Adler Planetarium June 2009 - September 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Research, Economics, PowerPoint, Financial Modeling, Public Speaking, Social Media, Statistics
Education
Princeton University 2015 — 2017
Master's degree, Finance, General
University of Chicago 2009 — 2013
Economics, Mathematics
Illinois Mathematics and Science Academy 2006 — 2009
University of Chicago 2008 — 2008
Microeconomics, Macroeconomics
The University of Chicago 2006 — 2006
Developmental Psychology
University of Chicago Laboratory School 2005 — 2006
Citi December 2005 - July 2015
Citi April 2004 - December 2005
Citi October 2001 - April 2004
Citi July 1998 - October 2001
J.P. Morgan August 1997 - July 1998
Chase April 1997 - August 1997
Citi September 1995 - April 1997
Citi November 1994 - September 1995
Citi November 1993 - November 1994
Elscint December 1992 - November 1993
Skills
Information Security, Security, SDLC, Integration, Disaster Recovery, System Administration, ITIL, Business Analysis, Project Management, Process Improvement, Management, Vendor Management, Risk Management, Information Technology, IT Strategy
Education
Pratt Institute 1983 — 1988
Bachelor of Architecture (B.Arch.), Architecture
John dewey high school
John dewey high school
John dewey high school
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Bank of America June 2013 - August 2013
Enlighted Inc June 2012 - January 2013
Mellon Captial Management, BNY Mellon July 2010 - August 2010
UC Berkeley Summer Research Program June 2010 - July 2010
Skills
Machine Learning, Programming in C, C++,..., Multivariate Statisics..., Quantiative Risk..., Optimal Learning and..., Probability and..., Fixed Income
Education
Princeton University 2011 — 2015
Operations Research and Financial Engineering
J.P. Morgan June 2015 - July 2015
Princeton University Investment Company (PRINCO) June 2014 - May 2015
Princeton Business Volunteers (PBV) October 2013 - May 2015
Princeton Corporate Finance Club (PCFC) October 2014 - April 2015
Colonial Investments April 2014 - June 2014
Seoul National University July 2013 - September 2013
The National Assembly of The Republic of Korea July 2013 - August 2013
Skills
Foreign Languages, Financial Analysis, Finance, Microsoft Excel, Microsoft Office, Teamwork, Writing, Research, Translation, Budgets, Data Analysis, Accounting, Due Diligence
Education
Princeton University 2012 — 2016
Bachelor of Arts (B.A.)
American International School Vienna 2008 — 2012
International Baccalaureate (IB) Diploma
B-29 Investments, LP September 2014 - Present
J.P. Morgan September 2012 - August 2014
J.P. Morgan June 2011 - August 2011
CSG Investments June 2009 - July 2009
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Public Speaking, Economics, Social Media
Education
Princeton University 2008 — 2012
A.B., Politics
London School of Economics and Political Science 2010 — 2010
Summer Program, Managerial & Financial Accounting
Bonobos August 2014 - Present
J.P. Morgan June 2013 - August 2014
J.P. Morgan June 2012 - August 2012
J.P. Morgan June 2011 - August 2011
Education
Princeton University 2009 — 2013
A.B., Economics
Belen Jesuit Preparatory School 2003 — 2009
J.P. Morgan June 2015 - Present
Business Today 2013 - 2015
J.P. Morgan June 2014 - August 2014
Skills
Research, Statistics, Stata, Social Media, Economics
Education
Princeton University 2011 — 2015
AB, Economics
The Roxbury Latin School 2005 — 2011
High School
J.P. Morgan June 2015 - Present
J.P. Morgan January 2014 - Present
Federal Reserve Bank of New York June 2012 - January 2014
JPMorgan June 2010 - August 2012
J.P. Morgan June 2009 - August 2009
HRJ Capital 2008 - 2008
Skills
Bloomberg, Economics, Financial Modeling, Capital Markets, Valuation, Interest Rate...
Education
Princeton University 2006 — 2010
Bachelor of Arts (B.A.), Economics
Mamaroneck High School
McKinsey & Company May 2015 - Present
High Line Advisors LLC 2009 - Present
Sons of Sound 1997 - Present
J.P. Morgan June 2013 - May 2015
BEN Markets, Inc. 2011 - July 2013
Turiya Advisors Asia 2010 - June 2013
McKinsey & Company August 2009 - June 2013
Merrill Lynch June 2005 - February 2009
Morgan Stanley 1995 - 2005
Credit Suisse 1986 - 1995
Skills
Financial Risk, Equities, Strategy, Management Consulting, Derivatives, Financial Services, Hedge Funds, Risk Management, Fixed Income, Alternative Investments, Management, Trading, Investment Banking, Capital Markets, Business Strategy, Project Management, Structured Products, Prime Brokerage, Financial Modeling, Marketing, Investments, Asset Management, Bonds, Financial Markets, Venture Capital, Change Management, Private Equity, Finance, Wealth Management
Education
Princeton University 1979 — 1983
BSE, Electrical Engineering & Computer Science
The Harley School 1975 — 1979
J.P. Morgan June 2012 - Present
J.P. Morgan June 2010 - June 2012
Skills
Microsoft Office, Microsoft Excel, Financial Modeling, Research, Social Media, Financial Analysis, Data Analysis, Public Speaking, Investments, Microsoft Word
Education
Princeton University 2006 — 2010
Bachelor of Arts (B.A.), Spanish Language and Literature
Princeton University
J.P. Morgan June 2014 - Present
JPMorgan Chase June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Data Analysis, Management
Education
Princeton University 2010 — 2014
Bachelor of Arts (BA), Economics
MasterCard July 2015 - Present
J.P. Morgan January 2013 - March 2014
Goldman Sachs April 2010 - October 2012
Goldman Sachs July 2006 - April 2010
Skills
Hedge Funds, Capital Markets, Portfolio Management, Asset Management, Commodity, Investment Banking, Equities, Fixed Income, Derivatives, Valuation, Risk Management, Liquidity Management, Financial Modeling, Interest Rate Risk..., Bloomberg
Education
Princeton University 2002 — 2006
Bachelor of Science and Engineering, Operations Research and Financial Engineering
New York-Presbyterian Hospital May 2015 - Present
Rutgers Robert Wood Johnson Medical School June 2011 - May 2015
Partners for the Common Good September 2009 - July 2011
FDA September 2008 - August 2009
J.P. Morgan June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Healthcare, Analysis, Statistics, Data Analysis, Research, Anesthesia, Public Health, Pain Management
Education
Rutgers Robert Wood Johnson Medical School 2011 — 2015
M.D., Medicine
Princeton University 2004 — 2008
B.S.E., Chemical Engineering, Bioengineering, Finance
Columbia Business School Executive DirectorJ.P. MorganJanuary 2013 - July 2015
J.P. Morgan January 2010 - December 2012
Skills
Hedge Funds, Equities, Equity Derivatives, Investments, Asset Management, Derivatives, Volatility, Portfolio Management, Alternative Investments, Private Equity, Bloomberg, Fixed Income, Investment Banking, Securities, Financial Modeling, Series 7, Options, Capital Markets, Valuation
Education
Princeton University 1999 — 2003
Bachelor of Science in Engineering, Operations Research and Financial Engineering
The Lawrenceville School 1995 — 1999
Johnson Controls August 2015 - Present
J.P. Morgan August 2014 - June 2015
J.P. Morgan March 2013 - October 2014
J.P. Morgan November 2009 - March 2013
J.P. Morgan May 2007 - April 2010
J.P. Morgan January 2001 - May 2007
J.P. Morgan January 1998 - December 2000
J.P. Morgan October 1985 - December 1997
Skills
Building businesses, Emerging Markets, Advising Clients, Regulated Industry, Investment Banking, corporate banking, Japanese market, Automotive, Business, Commercial Banking, Structured Products, Business Strategy, Equities, Capital Markets, Corporate Finance
Education
Princeton University 1981 — 1985
Bachelor of Arts (BA), Art & Archaeology
J.P. Morgan June 2015 - August 2015
Education
Princeton University 2012 — 2016
Operations Research and Financial Engineering
University of Oxford 2015 — 2015
Philosophy, Politics and Economics
UnitedHealth Group June 2014 - Present
J.P. Morgan June 2013 - July 2013
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Microsoft Office, Ice Hockey, PowerPoint, Microsoft Excel, Microsoft Word
Education
Princeton University 2010 — 2014
Bachelor's Degree, Economics
Plaid September 2015 - Present
JPMorgan Chase & Co. February 2015 - August 2015
JPMorgan Chase February 2014 - January 2015
JPMorgan Chase July 2013 - February 2014
J.P. Morgan August 2011 - July 2013
Education
Princeton University 2007 — 2011
A.B., Economics
National Cathedral School
National Cathedral School
Achievement School District 2015 - Present
Achievement School District 2014 - 2015
Achievement School District 2013 - 2014
First Solar 2008 - 2011
J.P. Morgan 2005 - 2008
Anaheim Angels 2002 - 2005
Skills
Financial Modeling, Strategic Planning, Business Strategy, Strategy, Management, Entrepreneurship, Nonprofits, Management Consulting, Public Speaking, Leadership, Marketing Strategy, Data Analysis
Education
Stanford Graduate School of Business 2011 — 2013
M.B.A.
Stanford Graduate School of Education 2011 — 2013
M.A., Education
Princeton University 1999 — 2003
A.B., History
New Mountain Capital August 2015 - Present
J.P. Morgan June 2013 - June 2015
Education
Princeton University 2009 — 2013
Bachelor of Arts (B.A.), Woodrow Wilson School of Public and International Affairs
J.P. Morgan August 2013 - Present
New York Philharmonic April 2013 - July 2013
Barneys New York January 2013 - March 2013
QBE Insurance November 2010 - July 2012
RBS Citizens Group June 2010 - November 2010
SEI Investments June 2006 - March 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Windows, Outlook, Photoshop, Teaching, HTML, Editing, Management, Financial Analysis, Data Analysis, Social Media, Payments, Cash Management, Finance, Banking, Analysis
Education
Princeton University 2003 — 2007
Bachelor of Arts (B.A.), Music
Princeton University
Point72 Asset Management, L.P. September 2014 - Present
J.P. Morgan March 2013 - September 2014
J.P. Morgan September 2011 - March 2013
Projectlab June 2009 - September 2009
Skills
Spanish, Transactional Banking, Agency Clearance, Funds Servicing, Collateral Management, Hedge Fund Middle Office, Global Custody, Liquidity Management, Business Development, Corporate Finance, Equities, Research
Education
Princeton University 2007 — 2011
Bachelor of Arts
Montclair Highschool 2003 — 2007
ATL Partners September 2014 - Present
J.P. Morgan June 2012 - August 2014
J.P. Morgan June 2011 - August 2011
Wikinvest June 2010 - August 2010
Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Economics, Private Equity
Education
Princeton University 2008 — 2012
AB with honors, Economics
St. Paul's School
Goldman Sachs September 2013 - Present
J.P. Morgan June 2012 - August 2012
Education
Princeton University 2009 — 2013
Bachelor of Science and Engineering, Operations Research and Financial Engineering
Riva Ridge Capital Management July 2014 - Present
J.P. Morgan June 2013 - May 2014
Xaraf Management LLC February 2008 - February 2013
CareerCore, LLC January 2007 - 2007
Alumni Sports Enterprises, LLC/AlumniAthlete Network January 2002 - December 2006
Various June 1997 - August 2001
Skills
Alternative Investments, Investment Strategies, Asset Managment, Equities, Private Equity, Hedge Funds
Education
Princeton University 1992 — 1997
Bachelor's Degree, History
The Dalton School 1988 — 1992
TA Associates July 2014 - Present
J.P. Morgan June 2012 - June 2014
Skills
Investment Banking, Investments, Financial Modeling, Valuation, Bloomberg, Equities, Capital Markets, Corporate Finance, Fixed Income, Private Equity, Hedge Funds, Financial Analysis
Education
Princeton University 2008 — 2012
Economics
Brunswick School 2004 — 2008
High School
J.P. Morgan January 2013 - April 2015
J.P. Morgan November 2008 - January 2013
UBS June 2005 - November 2008
Murex 2004 - 2005
Merrill Lynch June 2002 - 2004
Skills
Series 7, Series 63, Series 65, Series 24, Wealth Management, Portfolio Management, Investments, Asset Managment, Financial Services, Marketing Strategy, Fixed Income, Alternative Investments, Equities, Bloomberg, Hedge Funds, Securities, Trading, Strategic Financial..., Retirement Planning, Asset Management, Mutual Funds, Banking, Asset Allocation, Capital Markets
Education
Princeton University 1998 — 2002
Bachelor's Degree, Operations Research and Financial Engineering
Villa Walsh Academy 1992 — 1998
High School
J.P. Morgan June 2011 - Present
Skills
Investment Banking, People Skills, Research, Bloomberg, Financial Modeling, Valuation
Education
Princeton University 2007 — 2011
A.B., Woodrow Wilson School of Public and International Affairs
J.P. Morgan InternJP MorganJune 2010 - August 2010
Skills
Financial Modeling, Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Economics
Education
Princeton University 2007 — 2011
J.P. Morgan June 2015 - Present
JPMorgan Chase June 2014 - July 2014
Princeton University Investment Company (PRINCO) June 2013 - May 2014
Philip Saunders Associates August 2012 - June 2013
Skills
Financial Modeling, Valuation, Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Event Planning, Leadership
Education
Princeton University 2011 — 2015
Bachelor’s Degree, Economics
digipace Account ManagerHalliburtonSeptember 2013 - June 2014
J.P. Morgan April 2011 - July 2012
Skills
Account Management, Accounting, Key Account Management, Management, Project Management
Education
Princeton University 2006 — 2010
Bachelor's degree
J.P. Morgan April 2014 - Present
J.P. Morgan January 2010 - April 2014
Kingsland Capital Management October 2005 - January 2010
Bear, Stearns & Co. Inc. July 2003 - July 2005
Skills
Alternative Investments, Valuation, Credit Analysis, Investment Banking, Investment Advisory, Financial Analysis, Financial Planning, Financial Modeling
Education
Princeton University 1999 — 2003
AB, Political Economics
The Pingry School 1995 — 1999
Radhanite Capital Management/Copernicus Partners September 2010 - Present
Och-Ziff Capital Management June 2007 - September 2010
J.P. Morgan 2004 - June 2007
US Agency for International Development 2002 - 2004
Skills
Emerging Markets, Investments, Trading, Economics, Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Latin America, Derivatives, Asset Management
Education
Princeton University
Bachelor's Degree, Economics
University of California, Berkeley
Doctor of Philosophy (Ph.D.), Economics
J.P. Morgan December 2011 - December 2012
Ned Davis Research Group February 2005 - June 2009
CIBC World Markets May 2003 - January 2005
Deutsche Bank Securities June 1999 - May 2002
SALOMON BROTHERS / ROBINSON HUMPHREY April 1996 - January 1999
CS First Boston Corporation April 1982 - April 1996
Merrill Lynch June 1978 - April 1982
Skills
Strategic Financial..., Valuation, Asset Management, Series 7, Hedge Funds, Investments, Equities, Securities, Alternative Investments, Portfolio Management, Wealth Management, Capital Markets, Loans, Fixed Income, Asset Allocation, Financial Analysis, Strategic Planning, Banking, Financial Modeling
Education
Princeton University 1974 — 1978
Bachelor of Arts, Psychology
J.P. Morgan March 2008 - Present
My Studio 1978 - Present
Bear Stearns March 2007 - March 2008
Torrisi Design Associates 2005 - 2008
Martha Stewart Living Omnimedia 2000 - 2002
Skills
Collage, Creative Direction, Art Direction, Illustration, Layout, Photography, Interaction Design, Contemporary Art, Photoshop, Fine Art, Magazines, Brochures, Video, Digital Marketing, Art, Graphic Design, Typography, Illustrator, User Interface Design, Graphics, User Experience, Newsletters, Logo Design, Adobe Creative Suite
Education
Rhode Island School of Design 1996 — 2000
BFA, Graphic Design
Pratt Institute 2003 — 2005
MFA, Fine Art
Commmack High School
J.P. Morgan May 2013 - Present
J.P. Morgan 2010 - May 2013
Wachovia Securities June 2007 - June 2009
Skills
Financial Modeling, Equities, Fixed Income, Bloomberg, Capital Markets, Valuation, Series 7, Alternative Investments, Hedge Funds
Education
Princeton University
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2013
Bike and Build April 2012 - August 2012
Barclays Capital (formerly Lehman Brothers) July 2008 - April 2012
Lehman Brothers July 2008 - September 2008
Lehman Brothers July 2007 - August 2007
United States Senator Robert Menendez June 2006 - August 2006
Skills
Certifications: FINRA..., Certified Spinning and..., Marathon Runner, Fixed Income, Asset Managment, Trading, Securities, Economics, Leadership, Data Analysis, Bloomberg, Series 63
Education
Pingry
High School, K-12
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration degree
Princeton University 2004 — 2008
Graduated Magna Cum Laude, B.A., Politics; American Studies
TDH / Private Equity Management Co. TrusteeMain Line Health2009 - Present
Teach for America 2007 - Present
Peter's Place: A Center For Grieving Children and Families 2001 - Present
Bryn Mawr Hospital 1999 - 2008
The Haverford School 1991 - 1998
J.P. Morgan 1982 - 1990
Education
Princeton University 1977 — 1981
AB, History
Haverford School
Concept PDX April 2010 - Present
Hoyt Street Properties May 2005 - Present
Hoyt Street Properties April 2005 - Present
Snyder Roofing of Oregon LLC April 2012 - December 2012
Portland Streetcar, Inc. June 2008 - November 2011
3935 N Williams LLC 2009 - 2011
Zurich NA 2000 - 2005
J A Jones GMO 1998 - 2000
J.P. Morgan 1996 - 1998
Skanska 1992 - 1994
Skills
Construction Management, LEED, Green Building, LEED AP, Sustainable Design, Sustainability, Renovation, Construction, Feasibility Studies, Real Estate Development, Renewable Energy, Design Development, Energy Efficiency, BIM, Green, Mixed-use, Energy Audits, Facilities Management, LEED Consulting, Sustainable Development, Energy Management, Sustainable Architecture, Contractors, Pre-construction, Value Engineering, Cost Control, Procurement, Entitlements, Submittals, Comprehensive Planning, Design-Build, Project Estimation, Project Bidding, Tenant Improvement, Residential Homes, Land Development, Subcontracting, Contract Management, Project Control, Change Orders, Building Codes, Zoning, Construction Drawings, CPM Scheduling, Space planning, Residential Design, Urban Planning, Custom Homes, Design Research, Space Planning
Education
Pratt Institute 1976 — 1981
Bachelor of Architecture, Architecture, Construction Management, Urban Development
Columbia University
J.P. Morgan May 2011 - Present
JP Morgan September 2009 - May 2011
Allianz Investment Management SE 2007 - 2007
Skills
Trading, Fixed Income, Bloomberg, Financial Modeling, Derivatives, Capital Markets, Hedge Funds, Investments, Private Equity, Asset Management, Portfolio Management, Financial Analysis
Education
Princeton University 2005 — 2009
BA, Economics with a certificate in Finance
Goethe Institute 2007 — 2007
Intensive course of German language, culture and literature
Hammond Residential May 2013 - Present
Loosecubes, Inc. September 2011 - June 2012
MIT 2006 - 2008
NeuroVentures 2004 - 2006
Balmain Corporation September 2002 - June 2004
J.P. Morgan June 2000 - June 2002
Skills
Finance, Investment Banking, Financial Modeling, Due Diligence, Investments, Valuation
Education
Princeton University 1996 — 2000
BA, History of Science
J.P. Morgan January 2014 - Present
J.P. Morgan January 2011 - December 2013
JP Morgan August 2008 - December 2010
JPMorgan June 2007 - August 2007
Skills
Investment Banking, Financial Modeling, Capital Markets, Securitization, Economics, Portfolio Management, Financial Analysis, Investments, Fixed Income, Corporate Finance, Structured Finance, Securities, Analysis, Due Diligence, Structured Products, Financial Structuring, Credit Analysis, Data Analysis, ABS, Asset-backed...
Education
Princeton University 2004 — 2008
A.B., Economics
Li Po Chun United World College 2002 — 2004
International Baccalaureate
Scholastica
M.J. Whitman LLC Portfolio ManagerCitibank1980 - 1989
J.P. Morgan 1976 - 1978
Skills
Equities, Distressed Debt, Special Situations..., Philately, Investment Management
Education
Princeton University 1970 — 1974
A.B., Economics
Millburn
J.P. Morgan August 2011 - Present
Burson-Marsteller November 2010 - August 2011
Princeton University September 2006 - November 2010
Education
Princeton University 2006 — 2010
B.A.
Norfolk Academy 1995 — 2006
Massachusetts General Hospital January 2015 - Present
J.P. Morgan August 2010 - June 2013
Orion Consultants November 2009 - August 2010
Deloitte México July 2008 - July 2009
CIPPEC June 2007 - August 2007
OppenheimerFunds June 2006 - August 2006
Skills
Financial Modeling
Education
Princeton University 2004 — 2008
A.B., Politics and Latin American Studies
Value Oriented Investment Fund 2012 - Present
Wellington Management 2010 - 2010
Jove Partners 2007 - 2008
From Jinnah to Jihad: Pakistan's Kashmir Quest and the Limits of Realism 2007 - 2007
Chanin Capital Partners 2006 - 2007
J.P. Morgan 2005 - 2006
Skills
Equities, Investment Banking, Investments, Portfolio Management, Valuation, Restructuring, Hedge Funds
Education
Princeton University 2001 — 2005
AB, Woodrow Wilson School of Public and International Affairs
University of Chicago 2009 — 2011
MBA
Lazard Asset Management Director of Hedge Fund ResearchJ.P. Morgan1999 - 2001
J.P. Morgan 1998 - 1999
J.P. Morgan 1997 - 1998
J.P. Morgan 1992 - 1997
J.P. Morgan 1991 - 1992
Philipp Brothers, Inc 1987 - 1990
Skills
Hedge Funds, Emerging Markets, Trading, Asset Management, Commodity, Equities, Portfolio Management, Fixed Income, Investment Management, Investments, Capital Markets, Proprietary Trading, Market Risk, Financial Risk, Derivatives, Alternative Investments, Finance, Management Due Diligence, Operational Due...
Education
University of Pennsylvania 1985 — 1987
Lauder Institute, International Business/Trade/Commerce
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, International Marketing
University of Pennsylvania 1985 — 1987
Master of Arts (M.A.), International/Global Studies
Princeton University 1979 — 1983
Bachelor of Arts (BA), Romance Languages and Litertaures
Two Sigma Investments September 2011 - Present
J.P. Morgan January 2010 - September 2011
J.P. Morgan September 2007 - January 2010
Skills
Hedge Funds, Financial Modeling, Equities, Bloomberg, Fixed Income, VBA, Excel models, Equity Research
Education
Princeton University 2003 — 2007
Bachelor of Science and Engineering, Mechanical and Aerospace Engineering
r-squared macro January 2012 - Present
Bridgewater Associates March 2010 - December 2011
J.P. Morgan September 2009 - February 2010
Skills
Emerging Markets, Fixed Income, Capital Markets, Bonds, Alternative Investments, Hedge Funds, Equities, Valuation, Bloomberg, Venture Capital, Financial Modeling, Investments, Trading
Education
Princeton University 2005 — 2009
A.B., Woodrow Wilson School of Public and International Affairs
J.P. Morgan 2006 - Present
Education
Princeton University
Operations Research & Financial Eng.
Citadel Investment Group July 2012 - Present
Citadel Investment Group June 2011 - August 2011
J.P. Morgan July 2010 - August 2010
Magnetar Capital June 2009 - December 2009
Skills
Quantitative Finance, Bloomberg, R, Financial Modeling, Derivatives, Fixed Income, Trading, VBA, Valuation, Stochastic Calculus, Investment Banking, Portfolio Management, Equities, Matlab
Education
Princeton University 2010 — 2012
Master
Xiamen University 2005 — 2009
Bachelor
The Wharton School August 2015 - Present
Sovereign's Capital June 2013 - June 2015
Quvat Management Pte. Ltd. January 2013 - April 2015
Impact Investment Exchange Asia October 2012 - December 2012
Kearny Alliance, Called to Rescue August 2011 - May 2012
J.P. Morgan June 2009 - June 2011
J.P. Morgan June 2008 - August 2008
Skills
Financial Modeling, Economics, Valuation, Stata, Research, Data Analysis, Fundraising, Investment Banking, Public Policy, Quantitative Analytics, Non-profits, Corporate Finance, Due Diligence, Management, Investments
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Health/Health Care Administration/Management
Princeton University 2005 — 2009
AB, Economics
St. Joseph's Preparatory School 2001 — 2005
J.P. Morgan July 2013 - Present
Axon Advisors November 2011 - July 2013
Sanford C. Bernstein December 2006 - February 2010
Barrington Associates August 2005 - August 2006
Skills
Bloomberg, Data Analysis, Research, Quantitative Analytics, Investment Banking, Capital Markets, Marketing, Analytics, Corporate Finance, Marketing Strategy, Competitive Analysis, Equity Valuation, Entrepreneurship, Investment Management, Market Research
Education
Princeton University 2001 — 2005
B.A., History
St. Andrew's
Deutsche Bank Securities 1995 - 2000
Merrill Lynch 1988 - 1995
J.P. Morgan 1979 - 1988
Education
Stanford University
Master of Business Administration (MBA)
Princeton University
Bachelor of Arts (B.A.), Economics
Sun Trading International Ltd. June 2013 - Present
Sun Trading LLC August 2012 - June 2013
Sun Trading LLC June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Princeton Broadcasting Services Inc. September 2008 - February 2010
Blue Beacon Capital June 2009 - August 2009
Education
Princeton University 2011 — 2012
Master in Finance
Princeton University 2008 — 2011
A.B. in Economics, Certificate in Finance, Certificate in Applied and Computational Mathematics
J.P. Morgan February 2013 - Present
JPMorganChase January 2010 - January 2013
JPMorgan Chase September 2008 - December 2009
Ford Motor Company June 2004 - June 2005
McKinsey & Company October 2002 - May 2004
Education
Yale Law School 2005 — 2008
JD
Princeton University 1998 — 2002
A.B., History
J.P. Morgan June 2012 - Present
Del Mar Asset Management January 2007 - June 2012
Skills
Alternative Investments, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Private Equity, Valuation, Capital Markets, Asset Management, Derivatives, Financial Analysis, Due Diligence, Bloomberg
Education
Princeton University 2002 — 2006
A.B., Economics
Brown Brothers Harriman 1999 - Present
Owosso Corporation March 1994 - May 1999
National Bank of Detroit 1988 - 1994
J.P. Morgan 1982 - 1988
Skills
Investments, Financial Modeling, Private Equity, Mergers & Acquisitions, Mergers, Asset Management, Asset Allocation, Portfolio Management, Start-ups, Asset Managment, Fixed Income, Finance, Financial Analysis, Strategic Planning, Team Leadership
Education
Princeton University 1978 — 1982
A.B., Economics
Deerfield Academy 1975 — 1978
J.P. Morgan February 2015 - Present
J.P. Morgan July 2011 - January 2015
J.P. Morgan July 2008 - June 2011
Education
Princeton University 2004 — 2008
Bachelor of Arts (A.B.)
Gilman School 2000 — 2004
High School
J.P. Morgan July 1994 - July 2007
Education
Princeton University 1990 — 1994
B.A. Economics
J.P. Morgan January 2013 - August 2013
Retail January 2008 - January 2013
Skills
Computer Proficiency, Bilingual Proficiency, Adobe Creative Suite, Microsoft Office
Education
Queensborough Community College 2013 — 2013
Pratt Institute 2009 — 2011
Sunley House Capital March 2015 - Present
Belfer Management July 2013 - March 2015
Crestview Partners, LLC July 2011 - July 2013
J.P. Morgan June 2007 - June 2011
Skills
Investment Banking, Capital Markets, Investments, Valuation, Private Equity, Corporate Finance, Emerging Markets, Bloomberg, Equities, Hedge Funds, Financial Modeling, Alternative Investments, LBO, Fixed Income, Equity Research
Education
Princeton University 2003 — 2007
Bachelor of Arts (BA), Economics
St. Paul's School 1999 — 2003
J.P. Morgan June 2015 - Present
Ivy Research Council June 2014 - August 2014
Deutsche Bank June 2013 - August 2013
Arcturus June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Stata, Java, Microsoft Word
Education
Princeton University 2011 — 2016
Economics
Benjamin High School 2007 — 2011