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
Southern Methodist University May 2013 - Present
Southern Methodist University June 2012 - May 2013
J.P. Morgan May 2011 - May 2012
J.P. Morgan November 2004 - May 2011
Albritton Eaker August 2001 - November 2004
Blankenship, Carmichael, Staubus, Wiland & Randall November 1999 - August 2001
Skills
Non-profits, Fundraising, Philanthropy, Estate Planning, Trusts, Stewardship, Planned Giving, Private Foundations, Charitable Trusts, Charitable Gift Planning, Estate Administration, Higher Education, Nonprofits, Program Development, Management, Charities, Public Speaking, Marketing
Education
Southern Methodist University Dedman School of Law 1996 — 1999
Doctor of Law (J.D.)
Baylor University 1990 — 1994
Bachelor of Arts (B.A.), Theatre/Theater
ITG September 2008 - Present
J.P. Morgan April 2003 - August 2008
Skills
Investments, Equities, Financial Services, Fixed Income, Portfolio Management, Financial Markets, CRM
Education
Baruch College 2012 — 2015
Master of Business Administration (MBA), Economics and Sustainable Business
Stony Brook University 1999 — 2002
Bachelor's degree, Business Management
J.P. Morgan August 2015 - Present
J.P. Morgan May 2015 - August 2015
Nickelodeon January 2015 - May 2015
CSBM November 2012 - January 2014
Empowerment Consulting, LLC January 2010 - September 2012
Flik Independent Schools November 2008 - April 2010
Copelands Atlanta April 2008 - November 2008
Longhorn Steakhouse September 2005 - April 2008
Skills
Microsoft Office, QuickBooks, Google Docs, Google Apps, PowerPoint, Accounts Payable, Accounts Receivable, Customer Service, Vendor Management, Vendor Relationships, Customer Satisfaction, Event Planning, Office Administration, Organization, Account Reconciliation, Bank Reconciliation, Expense Reports, Inventory Management, Ordering Office Supplies, Client Relations Skills, Payroll, Office Management, Administrative..., Training, Human Resources, Leadership, Public Speaking
Education
Baruch College, City University of New York (CUNY) 2012 — 2016
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
The Culinary Institute of America 2003 — 2005
Associate of Arts (AA), Culinary Arts
ExxonMobil July 2012 - Present
J.P. Morgan June 2011 - August 2011
Susser Holdings June 2007 - June 2009
Skills
Management, Natural Gas, Cost Accounting, Marketing, Business Development, Fundraising, Microsoft Office, Retail, Recruiting, Data Mining, Relationship Management, Essbase, Microsoft Excel, Process Automation, Accounting
Education
Baylor University 2009 — 2012
Bachelor's Degree, Business Administration; Finance
Texas Christian University 2013 — 2015
Master of Business Administration (MBA)
United Methodist Church July 2013 - Present
J.P. Morgan June 2011 - September 2011
Verizon Wireless April 2009 - June 2010
Skills
Strategic Planning, Marketing, CRM, Sales, Retail, Advertising, Social Media Marketing, Product Development, Time Management, Customer Service, Human Resources
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Bachelors, Economics, 3.98
Morgan Stanley February 2015 - Present
Morgan Stanley June 2014 - January 2015
J.P. Morgan April 2013 - April 2014
J.P. Morgan April 2012 - April 2013
JPMorgan (Hong Kong) January 2012 - April 2012
JPMorgan (Hong Kong) February 2010 - January 2012
JPMorgan Chase July 2009 - February 2010
JPMorgan Chase July 2008 - July 2009
Baruch College February 2003 - July 2008
New Oriental School (Wuhan, China) June 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Strategy, CRM, Securities, Financial Reporting, Financial Services, Finance, Due Diligence, Financial Accounting, Leadership, Bloomberg Terminal, Fixed Income, Bloomberg, Asset Managment, Process Improvement, Microsoft Excel, Banking, Analysis, Credit, Internal Controls, Account Reconciliation, Relationship Management, Auditing, Financial Risk, Investments, Asset Management, Data Analysis, Cash Management, Accounting, Forecasting, Private Equity, Alternative Investments, Economics, Valuation, Strategic Financial..., Budgets, Tax, Risk Management, Credit Analysis, Business Analysis, Access, Managerial Finance, Credit Risk, Mergers & Acquisitions
Education
City University of New York-Baruch College 2005 — 2008
Bachelor of Arts (B.A.), History
Colegio de Espana 2006 — 2007
Diploma, Spanish Language and Civilization
J.P. Morgan October 2014 - Present
RBC Capital Markets July 2013 - September 2014
Bank of America Merrill Lynch June 2012 - August 2012
UBS February 2012 - May 2012
Merrill Lynch August 2011 - November 2011
Fortress Investment Group June 2011 - August 2011
PrivCo Media, LLC February 2011 - May 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
B.B.A., Major: Finance, Minors: Political Science and Economics
J.P. Morgan June 2015 - Present
J.P. Morgan May 2011 - Present
Merola Tile July 2008 - May 2011
Skills
Private Equity, Bloomberg, Trade Finance, Hedge Funds, Compliance Regulations, Capital Markets, Customs Regulations, Reuters, Antitrust Law, Regulatory Affairs
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Finance and Economics
Thomson Reuters March 2014 - Present
Santander Bank, N.A. February 2013 - Present
J.P. Morgan October 2007 - January 2011
Skills
Equities, Financial Modeling, Sales, Portfolio Management, Finance, Due Diligence, Financial Analysis, Capital Markets, Banking, Derivatives, Fixed Income, Investments, Valuation, Analysis, Credit Analysis, Mutual Funds, Financial Reporting, Business Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2014
Masters, Finance, 3.4
Queens College City University of New 2001 — 2005
Bachelor, Economics
J.P. Morgan November 2014 - Present
Citi February 2008 - July 2014
S&P Capital IQ October 2012 - July 2013
Morgan Stanley June 2007 - February 2008
Depository Trust and Clearing February 2003 - June 2007
Bank of New York Mellon October 1998 - February 2003
Skills
Securities, Risk Management, Middle Office, Bonds, Business Process..., Financial Risk, Project Management, Equities, Fixed Income, Data Analysis, Automation, SWIFT messages, Operational Risk, Prime Brokerage, Outsourcing, Vendor Management, Corporate Actions, Onboarding, Bloomberg, Reuters, SQL, Financial Services, Business Analysis, Management
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Investments
City University of New York-Baruch College 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
UT Southwestern Medical Center May 2013 - Present
PCCI 2013 - Present
Baylor College of Medicine June 2009 - May 2013
The Methodist Hospital Research Institute May 2010 - June 2010
MD Anderson Cancer Center May 2008 - June 2009
University of Houston August 2007 - December 2008
J.P. Morgan July 2005 - August 2007
IC2 Institute May 2003 - August 2003
Danziger & DeLlano, LLP June 2000 - August 2002
Skills
Start-ups, Data Analysis, Business Planning, Public Health, Healthcare, Business Strategy, Analysis, Policy, Marketing, Fundraising, Public Speaking, Strategic Planning, Medical Devices, Healthcare Information..., Medical Education, Internal Medicine, Research, Cancer, Hospitals, Market Research, Spanish, Qualitative Research, Medicine, Clinical Research, Nonprofits, Medical Research, Program Evaluation
Education
Baylor College of Medicine
Doctor of Medicine (MD)
Jagiellonian University
The University of Texas at Austin
BBA & BA, Finance, Economics and Plan II Honors Program
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. March 2015 - July 2015
J.P. Morgan February 2014 - August 2014
Morgan Stanley March 2013 - December 2013
AIG July 2012 - March 2013
Ernst & Young Your World Your Vision Competition January 2013 - February 2013
Skills
Mandarin, Cantonese, Photoshop, Microsoft Excel, CFS Payroll, Corptax Software, PowerPoint, Tax, Teamwork
Education
Shanghai University of Finance and Economics 2015 — 2015
Economics, 4.0
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Tottenville High School 2007 — 2011
Accounting and Finance, 4.0
J.P. Morgan September 2014 - Present
J.P. Morgan April 2013 - Present
Thomas A. Pyrdek Ltd. 2012 - 2013
Metropolitan Family Services 2011 - 2012
The Law Firm of Tamara N. Holder, LLC May 2009 - May 2010
Skills
Legal Research, Westlaw
Education
DePaul University College of Law 2009 — 2012
Doctor of Law (JD)
Baylor University 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Deloitte September 2012 - Present
J.P. Morgan June 2011 - August 2011
Chase November 2008 - September 2009
ABI Bank Ltd. November 2005 - August 2008
Skills
Financial Analysis, Finance, Financial Reporting, Banking
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
BBA, Finance
Z Capital Credit Partners June 2015 - September 2015
J.P. Morgan June 2011 - June 2014
J.P. Morgan June 2010 - August 2010
UBS Wealth Management September 2009 - June 2010
Eight Points Asset Management April 2009 - October 2009
Skills
LBO, Valuation, Derivatives, Equities, Credit Analysis, Wealth Management, Capital IQ, Sales, Financial Modeling, Bloomberg Terminal, Due Diligence, Bloomberg, Trading, Capital Markets, Fixed Income, DCF, Securities Lending, Structured Products, Investments, Portfolio Management, Investment Banking, Financial Analysis, Risk Management, Credit, Corporate Finance
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Concentrations in Analytic Finance, Economics, General Management
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
BBA, Major in Finance, Minor in Mathematics, Cumulative GPA: 3.83
GroupM May 2006 - Present
MEC May 2006 - January 2010
Young & Rubicam Group February 2001 - May 2006
Young & Rubicam Group August 1998 - February 2001
Young & Rubicam June 1993 - August 1998
Young & Rubicam April 1990 - June 1993
Young & Rubicam June 1987 - April 1990
Young & Rubicam July 1986 - June 1987
J.P. Morgan June 1984 - June 1986
Port Authority of NY & NJ November 1981 - April 1982
Skills
Strategic Planning, Managerial Finance, Forecasting, Budgets, Financial Reporting, Sarbanes-Oxley Act, Analytics, Financial Analysis, Finance, Mergers, Accounting, Business Planning, Digital Marketing, Advertising, Direct Marketing, Online Advertising, Digital Media, Marketing Strategy, Media Buying, Digital Strategy, Mergers & Acquisitions, Financial Audits, Strategy, Competitive Analysis
Education
Baruch College 1982 — 1987
Bachelor of Business Administration (BBA), Accounting
Beach Channel HS 1979 — 1982
Regents, Accounting and Business/Management
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2013
ALPFA - Baruch Chapter June 2012 - July 2013
World Federalist Movement - Institute for Global Policy May 2010 - August 2010
Skills
Derivative Operations, Microsoft Excel, Accounting, Credit Derivatives, Tax, Financial Services, Coordinating Events, Financial Reporting, Account Reconciliation, Financial Accounting, Accounts Payable, Accounts Receivable, CPA, Nonprofits, Access, Tax Research, Event Planning, FX Derivatives, Security Operations, Withholding, Bank Reconciliation
Education
Baruch College 2009 — 2014
Bachelor of Science (B.S.), Accounting
City University of New York-Herbert H. Lehman College 2009 — 2009
J.P. Morgan April 2014 - Present
J.P. Morgan Asset Management- J.P. Morgan Private Bank May 2011 - March 2014
JPMorgan Chase November 2009 - April 2011
Skills
Compliance, Interest Rate Risk..., Private Banking, Retail Banking, Microsoft Office, Mentoring, Cycling, Project Management, Risk Management, Strategy, Quantitative Risk...
Education
Baruch College, City University of New York (CUNY)
Goldman Sachs July 2014 - Present
J.P. Morgan May 2013 - August 2013
Adobe May 2012 - August 2012
Skills
Omniture, Digital Marketing, Web Analytics, Marketing Automation, Google Analytics, Analytics, SEM, Online Advertising, SEO, Email Marketing, Google Adwords, Salesforce.com, Social Media Marketing, PPC, MSN AdCenter, Web Content Management, Multi-channel Marketing, Landing Page..., Product Marketing, E-commerce, Public Relations, Lead Generation, Digital Strategy, Digital Media, Competitive Analysis, Hip-Hop Dance, Music Lover, International Sales, Distribution Strategies
Education
Georgetown University 2011 — 2014
American Studies and Economics
Bates College 2010 — 2011
History and Economics
Belmont Hill School
J.P. Morgan May 2014 - Present
JPMorgan Chase September 2012 - May 2014
JPMorgan Chase January 2011 - September 2012
JPMorgan Chase June 2010 - September 2010
AXA Advisors March 2009 - June 2009
Skills
Financial Reporting, Microsoft Office, Teamwork, Project Management, Research, Financial Analysis, Money Market, Process Improvement, Analysis, Business Development, Marketing, Leadership Development
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance & Investments
J.P. Morgan September 2012 - Present
J.P. Morgan February 2009 - September 2012
H&R Block Financial Advisors June 2007 - July 2008
Education
NYU School of Professional Studies 2015 — 2017
Master of Science (M.S.), Real Estate Capital Markets
Bates College 2003 — 2007
BA, International Economics
J.P. Morgan July 2015 - Present
J.P. Morgan October 2014 - July 2015
J.P. Morgan June 2014 - August 2014
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Word, Microsoft Office, Compliance, Risk Management, Banking, Sales, Financial Modeling, Investments, Financial Services, Accounting, Bloomberg, Corporate Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2015
Bachelor of Business Administration, Major: Finance, Minor: Psychology
Plainview Old Bethpage John F. Kennedy High School 2007 — 2011
JPMorgan Chase February 2014 - Present
J.P. Morgan 2012 - 2013
Sigma Alpha Delta Honor Society/Baruch College February 2010 - May 2010
Skills
Tax, Microsoft Excel, Investment Banking, International Tax, Financial Risk, Financial Analysis, Transfer Pricing, Corporate Tax, Financial Reporting, Equity Derivatives, FX Derivatives, Credit Derivatives, Loans
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2013
MS, Taxation
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
BBA, Accounting and English, 3.6
Standard & Poor's July 2012 - Present
J.P. Morgan January 2010 - June 2010
J.P. Morgan July 2007 - December 2009
Skills
Portfolio Management, Financial Modeling, Credit, Valuation, Capital Markets, Strategy, Private Equity, Financial Analysis, Venture Capital
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance, Dean’s Honors and Distinction
City University of New York-Baruch College 2005 — 2007
Bachelor of Business Administration, Major in Finance and Investments; Minor in Industrial Psychology, GPA 3.93, Summa Cum Laude
Pyatigorsk State Linguistic University
BBA, Linguistics, Honors student
Chase July 2014 - Present
Undergraduate Student Government - Baruch College June 2013 - December 2013
Merchantry October 2013 - November 2013
J.P. Morgan June 2013 - August 2013
Baruch College June 2012 - June 2013
New York City Department of Transportation June 2012 - August 2012
Urban Terrain - The North Face authorized seller October 2011 - March 2012
StreetWise Partners 2012 - 2012
Skills
Microsoft Excel, Bloomberg Terminal, Access, Account Reconciliation, Microsoft Word, Mandarin, Cantonese, VBA, PowerPoint, Microsoft Access, Reuters 3000, Vlookup, C++ Language, Outlook, Public Relations, Spreadsheets, Data Analysis, SQL, HTML 5
Education
City University of New York-Baruch College 2010 — 2014
Bachelor's Degree, Finance, minor Mathematics & Computer Information System, 3.5/4.0
Francis Lewis High School
CLS Group 2013 - Present
Sumitomo Mitsui Trust Bank (U.S.A.) Limited 2006 - 2012
Franklin Templeton 2001 - 2006
J.P. Morgan 1997 - 2001
Skills
Analysis, Banking, Business Analysis, Business Requirements, Financial Services, Information Technology, Middleware, SWIFT payments, Testing, Requirements Gathering, Requirements Analysis, Quality Assurance
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 2000
BBA, Finance, General
TPG Growth August 2013 - Present
J.P. Morgan June 2011 - June 2013
J.P. Morgan June 2010 - August 2010
BNY Mellon June 2009 - May 2010
JOVA Management Corporation January 2006 - May 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelors of Business Administration, Major: Finance & Investments: Minors: Interdisciplinary Studies, Mathematics, and Real Estate
Infinity Q Capital Management, LLC May 2014 - Present
Wildcat Capital Management May 2014 - Present
TPG Capital May 2014 - Present
Arden Asset Management January 2013 - May 2014
Arden Asset Management October 2010 - January 2013
J.P. Morgan March 2006 - October 2010
Mesirow Financial February 2005 - March 2006
Schonfeld Securities January 2002 - February 2005
Skills
Portfolio Management, Hedge Funds, Risk Management, Alternative Investments, Financial Risk, Trading Strategies, Quantitative Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2005
MBA, Finance and Investments
State University of New York at Buffalo - School of Management 1997 — 2001
B.A., Business Administration - Finance
J.P. Morgan June 2015 - Present
Argo Partners October 2014 - May 2015
Morgan Stanley October 2014 - November 2014
Clearwater Beach Club May 2012 - August 2014
USA Recruiting January 2012 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Finance, General
Stony Brook University 2012 — 2014
Finance, General
J.P. Morgan November 2014 - Present
USCIB-United States Council for International Business June 2013 - June 2015
Three Star Brokerage, Inc July 2010 - June 2012
Rainbow Supply of NY, Inc October 2007 - June 2010
Skills
Insurance, Underwriting, Commercial Insurance, Claim, Invoicing, Customer Service, Analysis, Medicaid, Teamwork, Finance
Education
Baruch College 2012 — 2015
Bachelor’s Degree, Finance and Financial Management Services
Far Eastern State University 2001 — 2006
Bachelor's degree, Linguistics / languages, 5
J.P. Morgan November 2014 - Present
Virginia & Ambinder, LLP August 2014 - September 2014
Lehman Brothers March 2012 - December 2013
Farrell Fritz, P.C. June 2013 - August 2013
Virginia & Ambinder LLP December 2011 - February 2012
Conway & Conway October 2011 - February 2012
Doyaga & Schaefer August 2011 - December 2011
WellCare August 2011 - November 2011
Lawline.com May 2011 - August 2011
Pasternack Tilker Ziegler Walsh Stanton & Romano, LLP February 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Microsoft Word, Outlook, Corporate Law, Access, Spanish, Commercial Litigation, Document Review, Intellectual Property, Public Speaking, Securities, Risk Management, Litigation Support, Litigation, Negotiation, Contract Negotiation, Corporate Transactional, Bankruptcy, Legal Writing, Financial Modeling, Legal Research, Securities Regulation, Mergers & Acquisitions, Private Equity, Real Estate Transactions, Corporate Governance
Education
Brooklyn Law School 2010 — 2013
Juris Doctor w/ Business Law Certificate, Corporate Law
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration (BBA), cum laude, Finance & Investments
J.P. Morgan June 2015 - Present
Metropolitan Staffing Services June 2013 - August 2013
Skills
Financial Analysis, Financial Accounting, Customer Service, PowerPoint, Microsoft Excel, Teamwork, Accounting, Financial Reporting, Microsoft Office, Microsoft Word
Education
City University of New York-Baruch College 2013 — 2017
Economics
Morgan Stanley January 2014 - Present
Morgan Stanley June 2010 - Present
Morgan Stanley November 2009 - June 2010
J.P. Morgan April 2008 - January 2009
Bear Stearns (JPMorgan) 2007 - 2008
Skills
Excel, Microsoft Office, Word, PowerPoint, Bloomberg, Derivatives, Credit Derivatives, Management, Strategy, Accounting, Operations, Finance, Trading, Microsoft Word, Fixed Income
Education
Baruch College 2003 — 2007
Bachelor of Business Administration (BBA), Accounting
The Pew Charitable Trusts November 2014 - Present
Green Planet, Belarus January 2014 - September 2014
J.P. Morgan July 2009 - July 2012
Merrill Lynch December 2008 - May 2009
Skills
Economics, International Relations, Private Equity, Public Policy, Mutual Funds, Fixed Income, Wealth Management, Financial Modeling, Bloomberg, Sustainable Development, Equities, Alternative Investments, Project Management, Hedge Funds, Financial Analysis, Financial Regulation, Quantitative Research
Education
London School of Economics and Political Science 2012 — 2013
MSc Public Policy and And Administration
Baruch College 2006 — 2009
Bachelor of Business Administration (BBA) Honors, Major: Finance and Investments, Minor: Economics, 3.7
J.P. Morgan August 2015 - Present
J.P. Morgan July 2014 - August 2015
Cents Ability, Inc. May 2012 - May 2014
National Association of Black Accountants (NABA) September 2012 - September 2013
J.P. Morgan February 2013 - August 2013
KPMG US April 2013 - June 2013
GlobeTax September 2012 - January 2013
The Finish Line November 2009 - November 2012
Deloitte February 2012 - April 2012
James F. Newell Jr., CPA January 2010 - May 2010
Skills
Microsoft Office, Atlassian JIRA, SharePoint, Financial Accounting, Corporate Finance, Access, Bloomberg, Financial Analysis, Microsoft Excel, Risk Management, PowerPoint, Accounting, Analysis, Finance, Financial Reporting, Microsoft Word, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance, Senior
J.P. Morgan September 2014 - Present
JPMorgan Chase April 2013 - September 2014
JPMorgan Chase July 2010 - March 2013
JPMorgan Chase June 2008 - June 2010
Saint Laurent September 2009 - December 2009
Redeemer Presbyterian Church August 2006 - December 2008
Skills
Banking, Commercial Banking, Portfolio Management, Sales, Customer Service, Organization, Project Management, Event Planning, Reporting & Analysis, Marketing Communications
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Bachelor of Arts (BA), English Language and Literature, General
J.P. Morgan March 2010 - July 2012
Thomson Reuters January 2008 - March 2010
Economics Institute July 2006 - August 2006
Skills
Financial Analysis, Financial Modeling, Capital Markets, Valuation, Futures, Interest Rate Swaps, Interest Rate..., FX Options, Fixed Income, Bloomberg Terminal, Bloomberg, Reuters, Options, Corporate Finance, Sales, Finance, Financial Risk, Financial Accounting, Financial Reporting, Data Analysis, Economics, Team Leadership, Cross-functional Team..., Team Management, Teamwork
Education
EDHEC Business School 2013 — 2014
Master of Business Administration (MBA), Finance, 3.7
Baruch College 2004 — 2007
Bachelor of Business Administration, Summa Cum Laude, Finance and Investments, 3.95
BNP Paribas May 2005 - Present
J.P. Morgan June 2004 - May 2005
UBS Paine Webber, Inc August 2001 - December 2002
Skills
Proficient in SAP,..., Strong organizational..., Excellent communication...
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Sumitomo Mitsui Banking Corporation June 2014 - Present
J.P. Morgan October 2013 - May 2014
Societe Generale June 2013 - August 2013
AIG October 2012 - May 2013
UBS September 2012 - December 2012
Continuity Partners June 2012 - August 2012
New York Human Resources Administration February 2012 - May 2012
Skills
Microsoft Excel, Microsoft Word, C++, VBA, PowerPoint, Access, Visual Studio, Cantonese, Mandarin, Financial Analysis, Mathematics, Research, Data Entry, Statistics, Data Analysis, Microsoft Office, Economics, Teamwork, Financial Modeling, Bloomberg, Accounting, Risk Management, Auditing, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 2010 — 2014
Baruch College, CUNY 2010 — 2014
Bachelor, Business Administration; Finance and Investments
Credit Suisse July 2013 - Present
J.P. Morgan March 2012 - May 2013
Credit Suisse May 2012 - August 2012
Zicklin School of Business April 2011 - March 2012
Skills
Database Administration, Computer Hardware, Bloomberg Terminal, Troubleshooting, Equities, System Administration, Financial Modeling, Bloomberg, Trading, Fixed Income, Hedge Funds
Education
Baruch College 2008 — 2013
BBA, Finance, General
Stuyvesant High School
Health Language June 2015 - Present
University of Colorado Denver August 2009 - June 2015
Baylor University August 2008 - May 2009
J.P. Morgan May 2008 - August 2008
J.P. Morgan May 2007 - August 2007
Skills
Natural Language..., Bioinformatics, Computational Biology, Perl, Java, C++, HTML, XML, Biology, R, Statistics, Data Analysis, Python, Matlab, Programming, Teaching, Molecular Biology, Genetics, Machine Learning, Microsoft Office, Research
Education
University of Colorado Anschutz Medical Campus 2009 — 2015
PhD, Computational Biology
Baylor University 2005 — 2009
Bachelor of Science, Bioinformatics
J.P. Morgan February 2012 - Present
JP Morgan Chase October 2010 - January 2012
JPMorgan Chase September 2008 - September 2010
AXA Advisors January 2006 - August 2007
Skills
Investments, Portfolio Management, Risk Management, Finance, Strategy, Capital Markets, Financial Services, Marketing, Financial Advisory, Retirement, Financial Modeling, Leadership Development, Financial Analysis, Banking, Fixed Income, Bloomberg, Credit, Loans, Valuation, Mortgage Lending
Education
Baruch College 2004 — 2008
BBA, Finance & Investment, Economics
Sakhalin Investment Promotion Agency July 2011 - Present
Wharton Capital Advisors Corp. June 2008 - February 2012
J.P. Morgan February 2005 - June 2008
Citigroup November 2002 - February 2005
Ministry of Economic Development and Trade of the Russian Federation September 2000 - June 2002
Savings Bank of the Russian Federation (Sberbank) April 1996 - June 2000
Skills
Investment Strategies, Alternative Investments, Financial Modeling, Investments, Portfolio Management
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Master of Science, Finance
Moscow Finance Academy 2000 — 2002
Master of Science, Economics
Morgan Stanley June 2015 - Present
Morgan Stanley August 2014 - June 2015
J.P. Morgan January 2013 - July 2014
Merrill Lynch September 2009 - January 2013
Taylor Morrison July 2005 - August 2007
KB Home July 2003 - May 2005
Education
Harvard University 2007 — 2009
Master's Degree in Management, (International Management & Finance)
Baylor University 1999 — 2003
Bachelor of Arts, University Scholars Program
J.P. Morgan June 2013 - July 2014
Bank of America June 2011 - August 2011
J.P. Morgan October 2009 - February 2010
Cantor Fitzgerald June 2009 - August 2009
Skills
Bloomberg Terminal, Capital Markets, Securities, Microsoft Excel, Microsoft Office, Bloomberg, Microsoft Word, PowerPoint
Education
Georgetown University 2014 — 2016
Master's Degree, Public Policy Analysis
Baruch College, City University of New York (CUNY) 2008 — 2012
Centerbridge Partners April 2015 - Present
Citi June 2013 - April 2015
Credit Suisse November 2012 - June 2013
Merrill Lynch September 2012 - November 2012
J.P. Morgan June 2012 - August 2012
UBS September 2011 - December 2011
New York Life Insurance Company May 2011 - August 2011
Orange and Rockland Utilities, Inc. Con Edison July 2008 - August 2008
Skills
Financial Analysis, Investments, Access, Accounting, Banking, Investment Banking, Equities, Bloomberg Terminal, Fixed Income, Social Media, Analysis, Bloomberg, Wealth Management, Microsoft Excel, Auditing, PowerPoint, Strategy, Tax, Private Equity, Finance, Outlook, Financial Modeling, Leadership
Education
Yale University - Yale School of Management 2014 — 2014
Pre MBA Program Certificate
Baruch College, City University of New York (CUNY) 2009 — 2013
BBA, Finance, Computers Information Systems, Interdisciplinary Skills of New York
Zurich University of Applied Science 2012 — 2012
School of Management and Law, Banking, Corporate, Finance, and Securities Law
GE Capital July 2015 - Present
GE Capital October 2014 - July 2015
GE Capital July 2013 - September 2014
J.P. Morgan June 2012 - August 2012
JPMorgan Chase February 2012 - May 2012
Morgan Stanley Smith Barney September 2011 - December 2011
Applebee's International March 2010 - December 2011
John Hancock Financial Services July 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Financial Analysis, Statistical Software, Risk Management, Applied Mathematics, Leadership, Capital Markets
Education
Baruch College 2009 — 2013
BBA, Finance, Applied Mathematics, 3.9
JPMorgan April 2007 - Present
J.P. Morgan January 2006 - April 2007
Dell 2002 - 2004
Skills
Fixed Income, Equities, Capital Markets, Investment Banking, Derivatives
Education
New York University, Stern School of Business 2009 — 2013
Master of Business Administration (MBA), Finance, Leadership and Change Management
Baylor University 1997 — 2004
Bachelor of Arts (BA), Computer Science, Philosophy
Sarma October 2011 - Present
Sarma October 2011 - Present
J.P. Morgan 2010 - 2011
JPMorgan Chase October 2008 - 2010
JPMorgan Chase 2007 - 2008
First United Mortgage Corporation January 2003 - November 2007
Skills
Team Leadership, Customer Service, New Business Development, Strategic Planning, Customer Satisfaction, Retail, Credit Analysis, Creative Problem Solving, Sales, Competitive Analysis, Compliance, Credit Management, Texas Real Estate..., Training, Sales Operations, CRM, Time Management, Leadership, Team Building, Management, Banking, Credit, Customer Retention, Marketing, Loans, Finance, Sales Management, Mortgage Lending, Negotiation, B2B, Marketing Strategy
Education
Bauder College 1979 — 1982
Associate of Arts (AA), Fashion Merchandising
Atlanta's John Marshall High School
J.P. Morgan June 2015 - Present
Baruch Investment Management Group August 2013 - Present
Debtwire January 2015 - May 2015
Greenwich Associates June 2014 - August 2014
MarketSnacks December 2012 - January 2014
Skills
Research, PowerPoint, Public Speaking, Critical Thinking, Microsoft Excel, Teamwork, Time Management, Tutoring, Statistics, Spanish, Data Analysis, Management, Newsletters, Economics
Education
City University of New York-Baruch College 2013 — 2015
Bachelor of Arts (B.A.)
University of Tennessee-Knoxville 2010 — 2013
Pursued Bachelor of Science in Civil Engineering
Universidad de Granada 2012 — 2012
Economics, Spanish
J.P. Morgan September 2015 - Present
J.P. Morgan September 2013 - Present
Ambrose Employer Group, LLC July 2012 - Present
ePromos Promotional Products August 2006 - June 2012
Education
Baruch College - Zicklin School of Business 2009 — 2011
M.B.A, HR Management
Baruch College 2001 — 2005
Bachelors on Business Administration, Finance
Sterling Valuation Group November 2007 - Present
United Team RE Corp September 2006 - November 2007
JP Morgan Chase July 2005 - September 2006
J.P. Morgan July 2005 - September 2006
Sandra Senzon / Dental Clinique February 2002 - July 2005
Osso Buco Restaurant October 2000 - December 2001
Skills
Due Diligence, Hedge Funds, Valuation, Mergers & Acquisitions, Portfolio Management, Business Planning, Auditing, Management, Asset Management, Alternative Investments, Private Equity, Fixed Income, Investments, Bloomberg, Finance, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
Bachelor of BA, Finance
J.P. Morgan July 2014 - Present
J.P. Morgan March 2013 - January 2015
Euphorek Ada, Bollywood Dance Troupe December 2010 - July 2014
Kumon North America, Inc. June 2008 - July 2013
Geller & Company December 2012 - April 2013
John Hancock Financial Services September 2012 - December 2012
Immigrant Center for Empowerment and Training February 2010 - September 2012
Baruch College September 2011 - May 2012
Skills
Investments, Financial Modeling, Marketing Strategy, Public Speaking, Strategic Financial..., Program Management, Budgets, Management, Microsoft Excel, Training, Analysis, Accounting, Strategic Planning, Economics, Leadership, Financial Planning, Social Media, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Financial Analysis
Education
Baruch College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Baruch College, Zicklin School of Business 2010 — 2014
Bachelor of Science, Finance; Sociology
Townsend Harris High School 2006 — 2010
Google January 2015 - Present
Google January 2014 - Present
Google January 2013 - Present
Horst Frisch July 2011 - January 2013
Bates College September 2010 - May 2011
Choate Rosemary Hall June 2010 - August 2010
J.P. Morgan June 2009 - September 2009
Bates College September 2008 - May 2009
Boston College May 2008 - August 2008
Skills
Fluent in French, Intermediate Spanish, Excel, Bloomberg,..., Economics, International Relations, Public Speaking, Nonprofits, Data Analysis, Strategy, Qualitative Research, Econometrics, Research, Microsoft Office, Financial Modeling, Analytics, Marketing, Marketing Strategy, Marketing Communications, Social Media Marketing, Social Media
Education
The George Washington University 2012 — 2012
Financial Accounting
Bates College 2007 — 2011
B.A., Economics, French, Education
La Faculte, Nantes, France 2010 — 2010
Hingham High School 2003 — 2007
Société Générale August 2014 - Present
Baruch Wall Street Club April 2012 - May 2014
Societe Generale May 2013 - August 2013
Lloyds Banking Group January 2013 - May 2013
Oberon Securities, LLC May 2012 - November 2012
J.P. Morgan October 2012 - October 2012
United Nations June 2011 - September 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Mergers, Leveraged Finance
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Investments, Minors: Mathematics & Political Science
J.P. Morgan May 2014 - July 2014
Merrill Lynch May 2007 - February 2014
Goldman Sachs 2000 - 2007
Skills
Fixed Income, Equities, Derivatives, Credit Derivatives, Capital Markets, Series 7, Middle Office, Equity Derivatives, Securities, Investment Banking, Trading Systems, Interest Rate..., Trading, Structured Products, Swaps, Portfolio Management
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), International Finance
J.P. Morgan November 2013 - Present
J.P. Morgan June 2011 - November 2013
Skills
Portfolio Management, Financial Analysis, Banking, Risk Management, Philanthropy, Financial Services, Process Improvement, Product Management, Finance, Strategic Planning, Management
Education
Baruch College
BBA, Management
Brookfield Asset Management January 2004 - May 2013
CBNY Broker October 2000 - April 2003
JPMorgan Chase October 2000 - April 2003
Deutsche Bank April 2000 - April 2003
J.P. Morgan October 1998 - April 2000
Chase April 1993 - October 1998
Skills
Securities, Portfolio Management, Banking, Fixed Income, Equities, Mutual Funds, Financial Services, Customer Service, Investments, Bloomberg, Capital Markets, Asset Management, Cash Management, Financial Reporting, Trading, Accounting, AML, KYC, Regulatory Compliance, Anti Money Laundering
Education
Baruch College, City University of New York (CUNY)
AIG June 2015 - September 2015
GMBP Capital April 2015 - May 2015
Shenyin & Wanguo Securities Co. Ltd. January 2014 - March 2014
Citi July 2013 - December 2013
Booz Allen Hamilton March 2013 - May 2013
J.P. Morgan July 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Portfolio Management, Valuation, R, Financial Risk, Due Diligence, Finance, C++, C#, Business Strategy, Consulting, Strategy, Banking, Management Consulting, Analysis, Investments, VBA
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Quantitative modeling, 87 (100)
Baruch College, City University of New York (CUNY) 2014 — 2015
Certificate in Pre MFE
University of Connecticut 2014 — 2015
Master FRM (1 semester), Financial Mathematics, 4.0
Shanghai International Studies University 2010 — 2014
Bachelor's degree, Business English & international economics
J.P. Morgan June 2015 - Present
J.P. Morgan August 2014 - June 2015
JPMorgan Chase July 2013 - August 2014
ABC Pediatrics September 2012 - June 2013
Year Up July 2012 - August 2012
The Russian American Foundation July 2011 - August 2011
Shorefront YM-YWHA of Brighton/Manhattan Beach November 2009 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, Salesforce.com, Tracking Budget Expenses, Research, Communications, Public Speaking, Human Resources, Outlook, Data Entry, Nonprofits, Event Planning, Russian, Customer Service, Teamwork, Analysis, Social Media, Leadership
Education
Baruch College 2013 — 2017
Bachelor of Arts (BA), Computer and Information Sciences
Leon M. Goldstein High School for the Sciences 2009 — 2013
Intercontinental Exchange September 2015 - Present
McGraw Hill Financial May 2015 - September 2015
McGraw Hill Financial July 2013 - April 2015
J.P. Morgan February 2011 - June 2013
Goldman Sachs June 2010 - August 2010
Waterfall Asset Management September 2009 - March 2010
Chase June 2009 - August 2009
AXA Advisors - Private Wealth Management July 2008 - May 2009
Skills
Financial Modeling, Investment Banking, Capital Markets, Valuation, Credit Analysis, Corporate Finance, Hedge Funds, Finance, Financial Analysis, DCF, Portfolio Management, Structured Finance, Due Diligence, Equities, Microsoft Office, Bloomberg, Fixed Income, Derivatives, Mergers & Acquisitions, Private Equity, Investment Management, Financial Risk, Alternative Investments, Credit, Investments, Analysis, Mentoring, Career Advise, Bloomberg Terminal, Deal Execution, Economics, Restructuring, Business Strategy, Non-profit Leadership, Fundraising, Capital IQ, Equity Research, Asset Managment, High Grade Loans, Leveraged Finance, Loan Structuring &..., Financial Statement..., Financial Services, Corporate Development, Management Consulting, Banking, Competitive Analysis, Financial Markets, Securities
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
Bachelor of Business Administration, Finance & Investments, Economics, English, Cum Laude
J.P. Morgan July 2014 - Present
J.P. Morgan July 2012 - July 2014
JPMorgan Chase & Co. February 2011 - December 2011
Pavillion Agency October 2009 - February 2011
Skills
Financial Modeling, Bloomberg, Corporate Finance, Financial Analysis, Bloomberg Terminal, Hedge Funds, Finance, Derivatives, Investments, Valuation, Fixed Income, Risk Management
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
BBA in Finance and Investments, Finance and Investments
J.P. Morgan March 2014 - Present
BNY Mellon 2008 - 2011
Skills
Capital Markets, Product Development, Project Management, Organic Farming, Patent Applications, Microsoft Excel, Equities
Education
Bates College
B.A. in Economics
Premier Home Health Care Services, Inc February 2013 - Present
Premier Home Health Care Services, Inc November 2010 - February 2013
J.P. Morgan June 2001 - June 2010
JPMorgan Chase & Co. January 1998 - January 2001
JPMorgan Chase & Co. January 1991 - January 1998
Skills
HIPAA, Customer Service, Process Improvement, Hospitals, Healthcare Management, Team Building, Medicare, Microsoft Word, Strategic Planning, •Bilingual in English...
Education
Baruch College/CUNY 1990 — 1993
Business Administration
Baruch College, City University of New York (CUNY) 1989 — 1993
Business Administration and Management, General
KPMG July 2014 - Present
Baylor University August 2010 - May 2014
J.P. Morgan June 2013 - August 2013
Siemens PLM Software May 2011 - July 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Credit, Public Speaking, Statistics, Data Analysis, Accounting, Financial Analysis, Management, Banking
Education
Baylor University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics, Baylor Business Fellows
Baylor University - Hankamer School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics, Baylor Business Fellows
McKinney Boyd High School 2006 — 2010
J.P. Morgan August 2014 - Present
J.P. Morgan June 2013 - August 2013
Wilkinson O'Grady July 2009 - June 2012
BlueMountain Capital Management June 2008 - August 2008
Skills
Equities, Investments, Portfolio Management, Securities, Bloomberg, Data Analysis, Hedge Funds, Analysis, Financial Analysis, Corporate Finance, Valuation, Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Asset Management / Sales & Trading
Bates College 2005 — 2009
BA, History
Université Paris-Sorbonne 2008 — 2008
History
Packer Collegiate Institute 1997 — 2005
The Coffee Bean & Tea Leaf February 2012 - Present
Skydell Design Corporation July 2006 - December 2011
J.P. Morgan 2011 - 2011
Greenhouse Nightlife September 2008 - September 2009
Alison Brod Public Relations September 2008 - January 2009
Vitamin Energy January 2007 - September 2007
Skills
Corporate Communications, Corporate Events, Event Planning, Fundraising, Marketing Communications, Public Relations, Public Speaking, Marketing, Press Releases, Event Management, Management, Strategy, Sales
Education
Baruch College 2008 — 2012
BA, Corporate Communications
New York University 2007 — 2008
Pinnacle Management February 2012 - Present
J.P. Morgan December 2010 - February 2012
Education
Baruch College 2006 — 2010
Bachelor of Business Administration (BBA), Finance
JPMorgan Chase & Co. January 2015 - Present
Marsh & McLennan Companies, Inc. September 2013 - Present
J.P. Morgan June 2012 - August 2012
Skills
Portfolio Management, Strategic Planning, Operational Execution, Process Improvement, Business Strategy, Data Analysis, Statistics, Statistical Data..., Financial Analysis, Financial Modeling, Project Management, Project Planning, Strategy Implementation, Process Optimization, Operations Management, Investment Banking, Investments, Finance, Microsoft Office, IT Operations, Dance, Sales, Teamwork, Operations Process...
Education
City University of New York-Baruch College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley December 2014 - Present
JPMorgan Chase & Co. April 2014 - December 2014
J.P. Morgan April 2011 - April 2014
Morgan Stanley June 2009 - April 2011
Morgan Stanley June 2008 - August 2008
Morgan Stanley August 2007 - June 2008
R.A. Travel Inc September 2005 - August 2007
Skills
Credit, Fixed Income, Financial Analysis, Credit Analysis, Swaps, Microsoft Excel, PowerPoint, Presentations, Finance, Microsoft Office, Financial Reporting, Management, Analysis, Risk Management, Derivatives, Project Management
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
State of Louisiana - LA DOTD August 2014 - Present
State of Louisiana - LA DOTD July 2013 - August 2014
State of Louisiana - LA DOTD June 2012 - July 2013
State of Louisiana - LA DOTD March 2009 - June 2012
J.P. Morgan June 2008 - March 2009
Intergraph September 1998 - June 2008
JM Test Systems, Inc. September 1997 - September 1998
US Navy October 1991 - August 1997
Skills
Microsoft Technologies, IT Service Management, Client Relationship..., Analysis, Policy, Budgeting, Customer Service, Government Procurement, Software Procurement, Government Contracts, Contract Management, Vendor Management, Public Finance, SAP R/3, Customer Engagement, Professional Services..., Banking Relationships, Private Banking, SWOT analysis, Customer Satisfaction, Technical Documentation, Budgets, Project Planning, Windows, Team Building, CRM, Strategy, Human Resources, Professional Services, Project Management, Business Process..., Change Management, Management, Disaster Recovery, Training, Technical Support, Business Process, Security, IT Management, SAP ERP, Service Desk Management, SAP SRM, Vendor Relationships, Cross-functional Team..., Leadership, Risk Management, Help Desk Support, Information Technology, Software Installation, Software Documentation
Education
Louisiana State University 2011 — 2015
Master’s Degree, Public Administration, 4.00 GPA
Louisiana State University 2005 — 2008
BS, Management, 4.00 GPA
Baton Rouge Community College 2003 — 2005
Associate of General Studies, Business Administration, 4.00 GPA
OatMeals April 2012 - Present
J.P. Morgan October 2008 - April 2012
Dresdner Kleinwort April 2005 - August 2008
Skills
Freelance Pastry Chef,...
Education
French Culinary Institute 2009 — 2010
Grand Diploma, Classic Pastry Arts
Baruch College 2000 — 2004
BA, Psychology
Bank of America Merill Lynch June 2013 - Present
Transwestern October 2012 - June 2013
Toastmasters International June 2010 - June 2013
Baruch Investment Management Group October 2011 - January 2013
J.P. Morgan June 2012 - August 2012
J.P. Morgan February 2012 - June 2012
Sumitomo Mitsui Banking Corporation September 2011 - February 2012
UBS January 2011 - September 2011
Bayview Consulting January 2011 - May 2011
Bang on a Can June 2007 - October 2009
Skills
Bloomberg Terminal, Bloomberg, Financial Modeling, PowerPoint, Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration, Finance
Brooklyn Technical High School 2005 — 2009
Chemistry
J.P. Morgan July 2015 - Present
J.P. Morgan June 2014 - August 2014
Cambridge Associates July 2012 - July 2013
Cambridge Associates July 2010 - June 2012
Cambridge Associates July 2008 - June 2010
Skills
Financial Modeling, Consulting, Leadership, Financial Analysis, Data Analysis, Valuation
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Finance (Investment), Strategy
Bates College 2004 — 2008
Bachelor of Arts (B.A.), Economics
Ranieri Partners Management LLC March 2013 - Present
J.P. Morgan June 2011 - March 2013
Marks Paneth & Shron LLP January 2010 - June 2011
Amalgamated Life Insurance March 2009 - December 2009
Amalgamated Life Insurance Company February 2007 - February 2009
State Development Corp October 2006 - February 2007
Skills
Auditing, Financial Reporting, Accounting, Financial Accounting, Payroll, Sarbanes-Oxley Act, General Ledger, Internal Controls, Analysis, Bank Reconciliation, Process Improvement, Account Reconciliation, GAAP, QuickBooks, Financial Analysis, Variance Analysis
Education
Queens College 2009 — 2010
MS; Master of Science, Risk Management
Queens College 2008 — 2009
Bachelor of Arts, Accounting and Information System
Baruch College, City University of New York (CUNY) 2001 — 2006
BBA, Finance & Investments
BlackRock August 2011 - Present
J.P. Morgan November 2010 - June 2011
JP Morgan Chase June 2010 - August 2010
MDLand August 2008 - August 2009
Skills
Microsoft Excel, Finance, Financial Analysis, Microsoft Office, Corporate Finance, Equities, Financial Modeling, Accounting, Investments, Microsoft Word
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance and Investments, Communications, Real Estate
SteelBridge Consulting September 2011 - Present
The Riverside Company 2006 - 2008
Credit Suisse 2004 - 2005
J.P. Morgan 2001 - 2004
Skills
Private Equity, Venture Capital, Financial Modeling, Alternative Investments, Strategy, Management Consulting, Investments, Investor Relations, Mutual Funds, Finance, Forecasting, Valuation, Financial Analysis, Hedge Funds, Corporate Finance, Implementation of..., Business Development..., Business Analysis, Start-ups, Mergers & Acquisitions, Consulting, Due Diligence, Portfolio Management, Corporate Development
Education
Thunderbird School of Global Management 2005 — 2006
Masters in Global Management
Fordham University - Graduate School of Business Administration 2003 — 2005
MBA, Finance
Bates College 1995 — 1999
BA, Economics
Citi October 2007 - Present
Citi August 2005 - October 2007
Harvest Technology October 2002 - August 2005
Fort Point Partners January 2000 - May 2002
A.T. Kearney, Inc. January 1996 - January 2000
Pepsi 1991 - 1996
J.P. Morgan 1985 - 1989
Baruch College 1981 - 1985
Skills
Re-engineering, Program Management, Hedge Funds, Financial Services, IT Strategy, Fixed Income, Technology Management, Options, Investment Management, Prime Brokerage, Derivatives, Vendor Management, Capability Development, Building Relationships, Building New Business, Trusted Business Partner, Management Consulting, CRM, Bloomberg, Performance Analysis, Middle Office, Trading Systems, Strategy, Cross-functional Team..., Mergers & Acquisitions, Equities, Securities, Integration, Business Transformation, Enterprise Software, Governance, Trading, Risk Management, Contract Negotiation, Business Process, Outsourcing, PMO, Analytics, Management, Back Office, Electronic Trading, Relationship Management, Corporate Actions, Portfolio Management, Leadership, Change Management
Education
Baruch College 1981 — 1985
Bachelor of Business Administration (BBA), Computer Information Systems
J.P. Morgan June 2011 - April 2013
Banco Sabadell April 2008 - June 2011
BBVA January 2007 - April 2008
BBVA August 2005 - December 2006
JPMorganChase 1996 - 2005
Skills
Mutual Funds, Bonds, Derivatives, Securities, FX Options, Portfolio Management, Trading, Fixed Income, Payments, Account Reconciliation, Emerging Markets, Settlement, Investment Banking, Financial Risk, Equities, Capital Markets, Bloomberg, Middle Office, Private Banking, Hedge Funds, Banking, Structured Products, Financial Services, Financial Markets, AML
Education
City University of New York-Baruch College 1991 — 1996
Bachelor of Business Administration (B.B.A.)
J.P. Morgan December 2014 - Present
United Nations June 2006 - December 2014
Cadwalader, Wickersham & Taft LLP August 2000 - January 2003
Chase March 1999 - September 2000
J.P. Morgan February 1997 - March 1999
Skills
Active Directory, Security, System Administration, Information Security, Windows Server
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor's Degree, Computer and Information Systems
J.P. Morgan August 2015 - Present
JP Morgan Chase August 2007 - August 2015
Friedman LLP September 2005 - August 2007
The Childrens Place January 2005 - September 2005
Abbott Laboratories January 2003 - April 2003
Skills
Financial Analysis, Valuation
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
BBA, Accounting
University of Cape Town
BCom, Accounting
J.P. Morgan July 2013 - Present
BlackRock April 2006 - October 2008
Skills
Bloomberg, Equities, Fixed Income, Hedge Funds, Valuation, Financial Modeling, Equity Research, Derivatives, Capital Markets, Investment Banking, Alternative Investments, Asset Management, Portfolio Management, Investments, Private Equity, Quantitative Analytics, Emerging Markets, Financial Markets, Investment Management, Financial Analysis
Education
Baruch College 2004 — 2009
Bachelor of Business Administration (BBA), Finance and Investments
J.P. Morgan June 2013 - Present
J.P. Morgan June 2012 - May 2013
JPMorgan Chase February 2006 - June 2012
JPMorgan Chase March 2003 - February 2006
JPMorgan Chase March 2000 - March 2003
Chase September 1998 - March 2000
Skills
Micosoft Office:..., Visio, Web Development,..., Project Delivery..., Use Cases, Test..., Strategic Planning, Enterprise Software, Technical Support, Financial Risk, Credit Derivatives, Information Technology, Program Management, Business Process..., PMO, Software Documentation, Project Management
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 1998
Bachelor of Business Administration (B.B.A.), Finance
BMCC 1994 — 1996
Business Administration Associate in Arts, Business Administration
Citi June 2014 - Present
Citi June 2013 - May 2014
Citi September 2010 - May 2013
Colgate Palmolive February 2010 - May 2010
Colgate Palmolive June 2008 - August 2009
Baruch College 2006 - 2008
Goldman, Sachs and Co. June 2007 - August 2007
Business Standard August 2005 - November 2005
J.P. Morgan October 2003 - July 2005
ICICI Bank Limited March 2002 - September 2003
Skills
Financial Modeling, Risk Management, Middle Office, Operations Management, Process Migration, Foreign Exchange, Operational Efficiency, Recon, Securities, Trade Finance, Analytical Skills, Financial Analysis, Finance, Capital Markets, Equities, Banking, Financial Risk, Management, Investment Banking
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA, Finance and Investments
University of Mumbai 1998 — 2001
Bachelor of Commerce, Accounting and Auditing
J.P. Morgan April 2012 - Present
J.P. Morgan May 2008 - March 2012
J.P. Morgan November 1995 - May 2008
Skills
Retail, Credit Risk, Banking, Fixed Income, Credit, Portfolio Management, Credit Analysis, Investment Banking, Financial Analysis, Derivatives, Risk Management, Options, Valuation, Market Risk, Securities, Equities, Prime Brokerage, Investments
Education
City University of New York-Baruch College - Zicklin School of Business 1991 — 1996
MBA
State University of New York at Albany 1986 — 1990
Bachelor of Arts (BA)
New York State Insurance Fund October 2013 - Present
J.P. Morgan October 2011 - March 2012
J.P. Morgan July 2010 - October 2011
ING Financial Services, LLC July 2006 - July 2008
Skills
Equity Derivatives, Interest Rate..., Equities, Fixed Income, Trading, Middle Office, Capital Markets
Education
Baruch College, City University of New York (CUNY) 2007 — 2008
Master of Science, Finance
JPMorgan Chase March 1999 - Present
J.P.Morgan Chase 1999 - Present
Amalgamated Bank 1993 - 1999
J.P. Morgan 1989 - 1993
Skills
Fixed Income, Equities, Management, Hedge Funds, Investments, Securities, Mutual Funds, Asset Management, Financial Services, Cash Management
Education
City University of New York-Baruch College 1992 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
College for Financial Planning 1991 — 1994
Certified Financial Planner Professional Education program certificate.
Manhattan College 1984 — 1989
Bachelor, Finance
Deutsche Bank July 2013 - Present
Goldman Sachs June 2012 - August 2012
Student Academic Consulting Center September 2011 - June 2012
J.P. Morgan March 2012 - May 2012
The Burgiss Group January 2012 - January 2012
Skills
Financial Analysis, Decision Making, Marketing Communications, Valuation, Budgets, Finance, Project Planning, Bloomberg Terminal, Bloomberg, Financial Modeling, Corporate Finance, Accounting, Access, Microsoft Excel, PowerPoint, Investments, Trading, Quantitative Analytics
Education
Baruch College 2011 — 2013
Bachelor, Finance
University of Toronto - Rotman School of Management 2009 — 2010
Citi Private Bank December 2014 - Present
Citi July 2012 - November 2014
Traveled, Volunteered and Studied around the world February 2011 - April 2012
J.P. Morgan September 2009 - February 2011
AXA Advisors September 2005 - January 2009
AXA Advisors September 2005 - April 2007
Skills
Wealth Management, Financial Analysis, Investments, Risk Management, Mutual Funds, Portfolio Management, Securities, Microsoft Excel, Strategic Financial..., PowerPoint, Financial Services, Financial Advisory, Strategic Planning, Equities
Education
Baruch College
Bachelor of Business Administration (BBA)
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Finance and Investements
J.P. Morgan February 2012 - Present
JP Morgan March 2011 - February 2012
MF Global October 2009 - March 2011
Brown Brothers Harriman October 2008 - February 2009
Merrill Lynch June 2008 - August 2008
Knight Vinke Asset Management January 2008 - May 2008
Merrill Lynch December 2006 - February 2008
Bentley Assets Group, LLC May 2006 - September 2006
Skills
Account Reconciliation, Hedge Funds, Fixed Income, Macroeconomics, Derivatives, ISDA, Bloomberg, FX Derivatives, Interest Rate..., Market Risk, Risk Management, Trading, Financial Risk, Equities, Equity Derivatives, VBA, Credit Risk, Asset Management, Analysis, Options, FX Options, Valuation, Capital Markets, VAR, Corporate Finance, Financial Modeling, Bloomberg Terminal, Emerging Markets, Financial Markets, Hedging, Equity Trading, Commodity, Investment Banking, Portfolio Management, FX trading, Foreign Exchange, Quantitative Finance
Education
Columbia University in the City of New York 2012 — 2014
Master's degree, Master's in Mathematics of Finance
City University of New York-Baruch College - Zicklin School of Business 2005 — 2009
Bachelor of Business Administration, Finance & Investments
J.P. Morgan October 2006 - Present
Infosys June 2002 - October 2006
Education
Baruch College, City University of New York (CUNY) 2009 — 2012
MBA, Finance
University of Mumbai 1997 — 2001
B.E., Electronics
Mizuho Bank April 2015 - Present
Royal Bank of Scotland November 2012 - April 2015
J.P. Morgan July 2010 - October 2011
RBS Sempra Commodities February 2009 - June 2010
BNP Paribas August 2000 - February 2005
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
MBA, Finance & Investments
Institute of Business Administration
The McCarton School September 2014 - Present
The McCarton School August 2010 - Present
The Center for Family Support February 2012 - Present
EVA Tax Services January 2007 - Present
The Center For Family Support June 2010 - January 2012
Hawthorne Country Day School September 2008 - June 2010
New York Bureau of Child Care December 2006 - June 2007
NYC Department of Education February 2005 - August 2005
J.P. Morgan July 2004 - August 2004
Skills
Teaching, Team Leadership, ABA Therapy, Speech Therapy, Tax Preparation, Special Education, Lesson Planning, Tutoring, Administrative..., Child Development, Classroom, Curriculum Design, Curriculum Development, Data Entry, Leadership, Management, Microsoft Excel, Microsoft Word, Nonprofits, Staff Development, Telephone Skills, Training, Filing, Fundraising, Outlook, PowerPoint, Public Speaking, Research, Early Childhood..., Autism Spectrum..., American Sign Language, Childcare, Applied Behavior..., IEP
Education
City University of New York-Herbert H. Lehman College 2007 — 2012
Bachelor of Arts (B.A.), Speech-Language Pathology/Pathologist
Baruch College 2005 — 2007
Accounting
Grace Dodge Career and Technical High School 2001 — 2005
High School Diploma, Accounting and Finance, A
HSBC January 2015 - Present
J.P. Morgan August 2011 - January 2015
JP Morgan August 2010 - August 2011
NYC School Construction Authority 2008 - 2010
JPMorgan Chase June 2009 - August 2009
Skills
Financial Analysis, Business Analysis, Team Leadership, Asset Management, Management, Financial Reporting, Banking, Leadership, Microsoft Word, Microsoft Excel, Bloomberg, Finance, Investments
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Finance and Investments
J.P. Morgan May 2012 - Present
J.P. Morgan July 2009 - October 2012
J.P. Morgan 2009 - 2010
J.P. Morgan March 2006 - July 2009
Skills
Derivatives, Fixed Income, Bloomberg, Fund Accounting, Equities, Securities, Hedge Funds, Fund Administration, Mutual Funds, Corporate Actions, Swaps, Credit Derivatives, Middle Office, Alternative Investments, Series 7, Capital Markets, Valuation, Financial Services, Options, Investment Banking, Prime Brokerage
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
Masters, Finance and Operations
Boston University Questrom School of Business 2001 — 2006
B.S. Management, Finance, Accounting
J.P. Morgan June 2009 - Present
S&P March 2003 - June 2009
Standard & Poor's March 2003 - 2009
AXA 1996 - 2003
Skills
Alternative Investments, Asset Management, Capital Markets, Equities, Equity Research, Equity Trading, FINRA, Fixed Income, Hedge Funds, Investment Advisory, Investment Banking, Investments, Securities, Derivatives, Series 7, Series 63, Financial Markets, Structured Products, Equity Derivatives, Mutual Funds, Investment Management, Options, Bonds, ETFs, Private Equity, Asset Allocation, Private Banking, Due Diligence, Series 24, Wealth Management, Wealth Management..., Securities Regulation, Fund Of Funds, FX Options, Swaps
Education
Baruch College 1988 — 1989
Business
The Bank of New York April 2007 - May 2012
J.P. Morgan 2002 - 2007
University Directories May 2001 - August 2001
Skills
Credit, Financial Analysis, Bloomberg, Cash Management, Loans, Financial Modeling, Banking, Investment Properties, Real Estate, Project Management, Investments, Asset Management, Commercial Banking, Credit Analysis, Portfolio Management, Corporate Finance, Derivatives, Fixed Income, Valuation
Education
University of St. Thomas (TX) 2007 — 2009
Master of Business Administration (MBA), Accounting and Business/Management
Baylor University 1998 — 2002
Business Administration, Accounting/Finance
J.P. Morgan June 2014 - Present
SS&C Technologies November 2011 - June 2014
Chartis June 2011 - December 2011
Merrill Lynch January 2011 - May 2011
Davidson Kempner Capital Management LLC October 2009 - March 2010
Morgan Stanley November 2008 - September 2009
Skills
Financial Modeling, Financial Analysis, Financial Accounting, Wealth Management, Bloomberg, Financial Reporting, Valuation
Education
Baruch College 2008 — 2011
Bachelor
City University of New York-Baruch College - Zicklin School of Business 2008 — 2011
Bachelor
J.P. Morgan
Education
Baruch College, City University of New York (CUNY) 1985 — 1991
BBA, Accounting
Noble Group May 2014 - Present
J.P. Morgan February 2012 - March 2014
J.P. Morgan February 2009 - January 2012
J.P. Morgan July 2008 - January 2009
J.P.Morgan September 2006 - July 2008
Skills
Derivatives, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance
Goldman Sachs June 2015 - Present
Goldman Sachs January 2012 - June 2015
Starr Career Development Center March 2010 - August 2012
Financial Leadership Program June 2011 - May 2012
J.P. Morgan November 2011 - December 2011
Verizon January 2011 - December 2011
J.P. Morgan October 2011 - November 2011
Verizon Investment Management Corporation May 2011 - August 2011
TopStepTrader - Patak Trading Partners March 2011 - June 2011
JP Morgan Chase March 2011 - March 2011
Skills
Derivatives, Financial Modeling, Microsoft Excel, Finance, Bloomberg Terminal, Microsoft Office, Analysis, VBA, Equities, Commodity, Securities, Access, Market Risk, Windows 7, Mortgage Sales & Trading, Structured Products, Reuters, Photoshop, XP, Factset, Acoustic Guitar, Cello, Excel, Microsoft Access..., Adobe Photoshop, Windows XP Professional, Java Applets, Microsoft Visio, Microsoft Visual Studio..., T4 Algorithmic Trading..., Intex Desktop, SAS Programming, PowerPoint, Bloomberg
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration, Statistics & Quantitative Modeling
LPS Futures LLC July 2012 - Present
PVO Energy September 2007 - July 2012
BNP Paribas April 1998 - September 2007
Merrill Lynch April 1996 - April 1998
J.P. Morgan January 1995 - April 1996
Goldman Sachs April 1990 - January 1995
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance
J.P. Morgan July 2011 - Present
Harris Private Bank 2006 - July 2011
Rockwood Realty Associates 1999 - 2004
The Selzer Group/Noari Capital Corp. 1989 - 1999
Skills
Investments, Wealth Management
Education
Bauder College
Liberal Arts
Community Foundation of North Texas November 2011 - Present
J.P. Morgan March 2010 - November 2011
NextCorp Capital Management November 2009 - March 2010
Mission to the World May 2008 - July 2008
Skills
Microsoft Excel, Event Planning, Financial Accounting, Accounts Receivable, Bookkeeping, Accounts Payable, Account Reconciliation, Online Research, Reporting & Analysis, Performance Dashboards
Education
Baylor University 2005 — 2009
BBA, Management and International Business
HSBC Global Banking and Markets January 2015 - Present
Morgan Stanley Wealth Management December 2013 - December 2014
J.P. Morgan January 2011 - April 2012
Morgan Stanley May 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Skills
Asset Allocation, Equity Research, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Statistics
Penn State University 2006 — 2010
B.S., Finance
JPMorgan Chase & Co. August 2014 - Present
J.P. Morgan February 2013 - December 2013
Skills
Due Diligence, Business Planning, Management, Market Analysis, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Research, Outlook, Public Speaking, Financial Analysis, Teamwork, Data Analysis
Education
Baruch College 2009 — 2013
Bachelor of Arts (B.A.), Finance
National Audubon Society July 1999 - Present
Jobson Publishing November 1994 - July 1999
Hawkins Delafield & Wood LLP March 1992 - November 1994
J.P. Morgan January 1991 - March 1992
Skills
Budget, Capital Budgeting, Operating Budgets, Field Operations, Budgets, Project Management, Financial Analysis, Managerial Finance, Staff Management, Accounts Payable, Financial Reporting, Non-profit..., Stewardship, Non-profits, Strategic Financial..., Strategic Planning, Volunteer Management, Microsoft Word, Board Relations, Event Planning, Public Speaking, Board Development, Philanthropy, Nonprofits, Account Reconciliation, Fundraising, PowerPoint, General Ledger, Management, QuickBooks, Microsoft Excel, Annual Giving, Community Outreach, Finance
Education
Wagner College 2001 — 2005
MBA in Finance, Finance, General
Baruch College 1986 — 1991
Bachelor of Business Administration (B.B.A.), Operations Management and Supervision
J.P. Morgan August 1994 - Present
Education
Baruch College, City University of New York (CUNY)
Bachelor’s Degree, Accounting
Coventry Health Care November 1996 - Present
Kaiser Permanente November 1994 - November 1996
New York City Transit January 1989 - September 1994
Citi June 1988 - December 1988
J.P. Morgan February 1987 - June 1988
Skills
Data Analysis, SAS programming, PL/SQL, Microsoft Excel, Access, Managed Care, Data Mining, Leadership, Healthcare Information..., Forecasting
Education
North Carolina State University 1996 — 1999
Master of Business Administration (MBA)
Baruch College 1983 — 1987
Bachelor of Business Administration (BBA), Computer Information Systems
Pine River Capital Management 2013 - Present
Credit Suisse 2006 - 2013
Citi 2005 - 2006
Credit Suisse 2004 - 2005
Bank of America 2002 - 2003
J.P. Morgan 2000 - 2002
Skills
Investment Banking, M&A execution, Valuation, Financial Institutions, LBO, Real Estate, Chartered Financial..., Equity Research, Business Strategy, Corporate Finance, Corporate Development, Private Equity, Financial Modeling, Capital Markets, Hedge Funds, Equities, Financial Analysis
Education
Baruch College 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Investments
Glass, Lewis & Co. February 2010 - Present
J.P. Morgan May 2008 - August 2008
Financial Services Authority May 2006 - August 2006
Skills
Data Analysis, Analysis, Microsoft Excel, Research, Equities, Risk Management, Corporate Governance, Business Development, Economics, Executive Pay, Salesforce.com, Marketing, Microsoft Office, Social Media, Management
Education
Bates College 2004 — 2008
BA, Economics
Janney Montgomery Scott 2011 - 2012
J.P. Morgan March 2004 - April 2009
Amaranth January 2001 - August 2004
Citi 1990 - 1994
Skills
Trading, Equities, Hedge Funds, Fixed Income
Education
Baruch College
bba
J.P. Morgan October 1987 - Present
Skills
Business Analysis, Equities, Investment Banking, Fixed Income, Banking, Risk Management, Microsoft Excel, Analysis, Microsoft Office, SDLC
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (B.B.A.), Computer Systems
Mercuria Energy Trading S.A. October 2014 - June 2015
J.P. Morgan May 2010 - September 2014
Skills
Commodity, Commodity Markets, Options, Energy Markets, Derivatives, Electricity Markets, Natural Gas Trading, Structured Products, Python, Perl, VBA, SQL, Fortran
Education
Rice University 2008 — 2010
Master of Business Administration (MBA), Finance, General
Baylor College of Medicine
Computational Biophysics
Fudan University
Fudan University
J.P. Morgan October 2014 - Present
New York Life Insurance Company September 2013 - September 2014
Community Healthcare Network November 2010 - September 2013
Skills
Financial Analysis, Finance, Asset Management, Financial Modeling, Investments, Financial Planning, Accounting, Analysis, Business Analysis
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting