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
Employee
Years
Job
Industry
drashti patel drashti patel's J.P. Morgan Experience June 2014 - August 2014
Job Summer technology intern at J P Morgan
Industry Civil Engineering
Experience
J.P. Morgan June 2014 - August 2014
NOVA Engineering September 2011 - September 2013
Skills
Java, C++, C, HTML, SQL, J2EE Application..., J2EE Web Services, CSS, Prolog, MIPS, Scheme
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Bachelor of Science (B.S.), Computer Science, 3.83
J.P. Morgan June 2014 - August 2014
NOVA Engineering September 2011 - September 2013
Skills
Java, C++, C, HTML, SQL, J2EE Application..., J2EE Web Services, CSS, Prolog, MIPS, Scheme
Education
Rutgers, The State University of New Jersey-New Brunswick 2013 — 2015
Bachelor of Science (B.S.), Computer Science, 3.83
Nia Rodriguez Nia Rodriguez's J.P. Morgan Experience June 2012 - August 2012
Job Associate / Capital Markets Loan Salability Data Analyst
Industry Capital Markets
Experience
JPMorgan Chase October 2013 - Present
J.P. Morgan June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Fixed Income, Securities, Bloomberg, Capital Markets, Mortgage Banking, Loan Origination, PowerPoint, Loans, Qualitative Research, Public Speaking, Social Networking, Financial Accounting, Bonds, Time Management, Business Analysis, Social Media, Research, Financial Analysis, Microsoft Word, Management, Customer Service, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (BA), Economics, Statistics
JPMorgan Chase October 2013 - Present
J.P. Morgan June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Fixed Income, Securities, Bloomberg, Capital Markets, Mortgage Banking, Loan Origination, PowerPoint, Loans, Qualitative Research, Public Speaking, Social Networking, Financial Accounting, Bonds, Time Management, Business Analysis, Social Media, Research, Financial Analysis, Microsoft Word, Management, Customer Service, Leadership
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (BA), Economics, Statistics
Giuseppe Grippi Giuseppe Grippi's J.P. Morgan Experience July 2015 - Present
Job Product Development/Mutual Funds @JP Morgan Clearing Corp
Industry Food & Beverages
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - Present
Fidelity Investments June 2007 - April 2012
Fidelity Investments June 2005 - June 2007
Verizon Wireless April 1999 - April 2005
Skills
Windows, Microsoft Excel, Vision, Service Central, FBSI, Streetscape, NFS Systems, XTRAC, Writing, Organizational &..., Team-orientated
Education
Saint Joseph's University 1998 — 2003
Bachelor's degree, Accounting and Finance
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - Present
Fidelity Investments June 2007 - April 2012
Fidelity Investments June 2005 - June 2007
Verizon Wireless April 1999 - April 2005
Skills
Windows, Microsoft Excel, Vision, Service Central, FBSI, Streetscape, NFS Systems, XTRAC, Writing, Organizational &..., Team-orientated
Education
Saint Joseph's University 1998 — 2003
Bachelor's degree, Accounting and Finance
Emily Davalchenko Emily Davalchenko's J.P. Morgan Experience April 2010 - July 2013
Job Product Specialist at BlackRock
Industry Financial Services
Experience
BlackRock July 2013 - Present
J.P. Morgan April 2010 - July 2013
Legg Mason September 2005 - April 2010
PNC Advisors September 2004 - September 2005
Vanguard July 2001 - September 2004
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2007
Master of Business Administration (MBA), Marketing
West Chester University of Pennsylvania 1997 — 2001
B.S., Finance
BlackRock July 2013 - Present
J.P. Morgan April 2010 - July 2013
Legg Mason September 2005 - April 2010
PNC Advisors September 2004 - September 2005
Vanguard July 2001 - September 2004
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2007
Master of Business Administration (MBA), Marketing
West Chester University of Pennsylvania 1997 — 2001
B.S., Finance
Joe Sarro Joe Sarro's J.P. Morgan Experience January 2013 - Present
Job Banking Personal Assistant at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
J.P. Morgan June 2012 - January 2013
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (BS), Marketing
J.P. Morgan January 2013 - Present
J.P. Morgan June 2012 - January 2013
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (BS), Marketing
Brad Rushton's J.P. Morgan Experience February 2013 - Present
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
Brown Brothers Harriman June 2011 - February 2013
Brown Brothers Harriman July 2010 - August 2010
Skills
Microsoft Office, Financial Reporting, Global Custody, SAP, Financial Controlling, Financial Risk, Credit Derivatives, Energy Derivatives, Credit Risk, FX Options, FX Hedging, Microsoft Excel, PowerPoint
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science, Finance
Boston College High School 2003 — 2007
J.P. Morgan February 2013 - Present
Brown Brothers Harriman June 2011 - February 2013
Brown Brothers Harriman July 2010 - August 2010
Skills
Microsoft Office, Financial Reporting, Global Custody, SAP, Financial Controlling, Financial Risk, Credit Derivatives, Energy Derivatives, Credit Risk, FX Options, FX Hedging, Microsoft Excel, PowerPoint
Education
Saint Joseph's University 2007 — 2011
Bachelor of Science, Finance
Boston College High School 2003 — 2007
Daniel Carusotto Daniel Carusotto's J.P. Morgan Experience December 2014 - Present
Job Market Risk Analyst at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan December 2014 - Present
IBISWorld December 2013 - December 2014
Trillium Trading, LLC August 2012 - June 2013
Prudential Financial May 2011 - August 2011
Pizza Villa March 2002 - August 2011
Skills
Finance, Analysis, Competitive Analysis, Economics, Management, Financial Analysis, Microsoft Excel, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Economics
J.P. Morgan December 2014 - Present
IBISWorld December 2013 - December 2014
Trillium Trading, LLC August 2012 - June 2013
Prudential Financial May 2011 - August 2011
Pizza Villa March 2002 - August 2011
Skills
Finance, Analysis, Competitive Analysis, Economics, Management, Financial Analysis, Microsoft Excel, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2012
Economics
Anca Peruto Anca Peruto's J.P. Morgan Experience May 2013 - July 2015
Job Sr. Financial Analyst at Philadelphia Media Network, M.B.A. Candidate
Industry Financial Services
Experience
Philadelphia Media Network: Philly.com, Inquirer and Daily News July 2015 - Present
J.P. Morgan May 2013 - July 2015
Cohen, Placitella & Roth P.C May 2011 - April 2013
Philadelphia Insurance Company October 2010 - May 2011
Gift of Life Family House July 2010 - September 2010
AgileCat January 2010 - March 2010
Psyma International Inc August 2008 - September 2008
NEXT Advertising May 2007 - August 2007
Societe Generale May 2006 - August 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Market Research, Microsoft Word, Financial Analysis, Budgets, Public Speaking, Strategic Planning, Data Analysis, Analysis, Financial Modeling, Leadership, Press Releases, Customer Service, Marketing, Public Relations
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Saint Joseph's University 2006 — 2010
Bachelor of Science, Business Administration; International Business, Cum Laude
Philadelphia Media Network: Philly.com, Inquirer and Daily News July 2015 - Present
J.P. Morgan May 2013 - July 2015
Cohen, Placitella & Roth P.C May 2011 - April 2013
Philadelphia Insurance Company October 2010 - May 2011
Gift of Life Family House July 2010 - September 2010
AgileCat January 2010 - March 2010
Psyma International Inc August 2008 - September 2008
NEXT Advertising May 2007 - August 2007
Societe Generale May 2006 - August 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Market Research, Microsoft Word, Financial Analysis, Budgets, Public Speaking, Strategic Planning, Data Analysis, Analysis, Financial Modeling, Leadership, Press Releases, Customer Service, Marketing, Public Relations
Education
Saint Joseph's University - Erivan K. Haub School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Saint Joseph's University 2006 — 2010
Bachelor of Science, Business Administration; International Business, Cum Laude
Asma Mumtaz Asma Mumtaz's J.P. Morgan Experience March 2013 - August 2013
Job Associate HR Generalist at JPMorgan Chase
Industry Human Resources
Experience
JPMorgan Chase September 2014 - Present
JPMorgan Chase March 2014 - August 2014
JPMorgan Chase September 2013 - February 2014
J.P. Morgan March 2013 - August 2013
JPMorgan Chase July 2012 - February 2013
Johnson & Johnson October 2011 - May 2012
Rutgers Residence Life Staff May 2008 - May 2012
J.P. Morgan June 2011 - August 2011
Johnson & Johnson January 2011 - May 2011
Bristol Myers Squibb Company June 2010 - December 2010
Skills
Human Resources, Access, Process Improvement, Microsoft Excel, Program Management, PowerPoint, Outlook, Microsoft Office, Time Management, Teamwork, Microsoft Word, Management, Analysis, Research, Customer Service, Event Planning, Leadership, Visio, Data Analysis, Interviews, Diversity Training, Compassion, Data Entry, Project Management, Peer Mediation, Organizational..., Recruiting, Problem Solving, Strategic Planning, Social Media Marketing, Relationship Management, Communication Skills
Education
Rutgers University-New Brunswick 2007 — 2012
BS, Logistics, Materials, and Supply Chain Management
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
BS, Supply Chain Management and Marketing Sciences, Psychology, and Minor in Human Resource Management
JPMorgan Chase September 2014 - Present
JPMorgan Chase March 2014 - August 2014
JPMorgan Chase September 2013 - February 2014
J.P. Morgan March 2013 - August 2013
JPMorgan Chase July 2012 - February 2013
Johnson & Johnson October 2011 - May 2012
Rutgers Residence Life Staff May 2008 - May 2012
J.P. Morgan June 2011 - August 2011
Johnson & Johnson January 2011 - May 2011
Bristol Myers Squibb Company June 2010 - December 2010
Skills
Human Resources, Access, Process Improvement, Microsoft Excel, Program Management, PowerPoint, Outlook, Microsoft Office, Time Management, Teamwork, Microsoft Word, Management, Analysis, Research, Customer Service, Event Planning, Leadership, Visio, Data Analysis, Interviews, Diversity Training, Compassion, Data Entry, Project Management, Peer Mediation, Organizational..., Recruiting, Problem Solving, Strategic Planning, Social Media Marketing, Relationship Management, Communication Skills
Education
Rutgers University-New Brunswick 2007 — 2012
BS, Logistics, Materials, and Supply Chain Management
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
BS, Supply Chain Management and Marketing Sciences, Psychology, and Minor in Human Resource Management
Karan Sayal's J.P. Morgan Experience 2014 - 2015
Job Client Onboarding Specialist
Industry Financial Services
Experience
J.P. Morgan 2014 - 2015
Skills
Customer Service, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research
Education
University of Medicine and Dentistry of New Jersey 2010 — 2011
Bachelor’s Degree, Clinical Laboratory Science/Medical Technology/Technologist
Rutgers, The State University of New Jersey-Newark 2006 — 2011
Bachelor’s Degree, Clinical Laboratory Science/Medical Technology/Technologist
J.P. Morgan 2014 - 2015
Skills
Customer Service, Financial Analysis, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Public Speaking, Research
Education
University of Medicine and Dentistry of New Jersey 2010 — 2011
Bachelor’s Degree, Clinical Laboratory Science/Medical Technology/Technologist
Rutgers, The State University of New Jersey-Newark 2006 — 2011
Bachelor’s Degree, Clinical Laboratory Science/Medical Technology/Technologist
Nishan Seal Nishan Seal's J.P. Morgan Experience May 2012 - July 2015
Job Fund Accounting Manager at PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments August 2015 - Present
J.P. Morgan May 2012 - July 2015
SS&C Technologies February 2010 - May 2012
Smolin Lupin & Co January 2009 - November 2009
GSC Group March 2007 - December 2008
Skills
Hedge Funds, Valuation, Private Equity, Equities, Microsoft Excel, Fund Accounting, Bloomberg, Auditing, Account Reconciliation, Economics, Bonds, Accounting, Financial Reporting, Investments, Fixed Income, Derivatives, Options, Asset Management, Accountants, Securities, Tax, Reconciliation, Excel, Alternative Investments, Quickbooks, Financial Modeling, DCF Valuation, Mergers & Acquisitions, Debt Restructuring, Financial Analysis, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2004 — 2008
B.A., Economics
Creekview High School 2002 — 2003
Diploma
PineBridge Investments August 2015 - Present
J.P. Morgan May 2012 - July 2015
SS&C Technologies February 2010 - May 2012
Smolin Lupin & Co January 2009 - November 2009
GSC Group March 2007 - December 2008
Skills
Hedge Funds, Valuation, Private Equity, Equities, Microsoft Excel, Fund Accounting, Bloomberg, Auditing, Account Reconciliation, Economics, Bonds, Accounting, Financial Reporting, Investments, Fixed Income, Derivatives, Options, Asset Management, Accountants, Securities, Tax, Reconciliation, Excel, Alternative Investments, Quickbooks, Financial Modeling, DCF Valuation, Mergers & Acquisitions, Debt Restructuring, Financial Analysis, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 2013 — 2016
Master of Business Administration (MBA), Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2004 — 2008
B.A., Economics
Creekview High School 2002 — 2003
Diploma
Nick DelMonico Nick DelMonico's J.P. Morgan Experience April 2012 - Present
Job Vice President, Client Account Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2012 - Present
J.P. Morgan October 2008 - April 2012
J.P. Morgan June 2006 - December 2007
Skills
Superior Client Service, Fixed Income, Equities, Project Management, Hedge Funds, Mutual Funds, Financial Services, Securities, Alternative Investments, Series 7, Financial Modeling, Banking, Middle Office, Relationship Management, Options, Financial Analysis
Education
Saint Joseph's University 1994 — 1998
Bachelor's degree, Accounting
J.P. Morgan April 2012 - Present
J.P. Morgan October 2008 - April 2012
J.P. Morgan June 2006 - December 2007
Skills
Superior Client Service, Fixed Income, Equities, Project Management, Hedge Funds, Mutual Funds, Financial Services, Securities, Alternative Investments, Series 7, Financial Modeling, Banking, Middle Office, Relationship Management, Options, Financial Analysis
Education
Saint Joseph's University 1994 — 1998
Bachelor's degree, Accounting
Robert Escott, CPA Robert Escott, CPA's J.P. Morgan Experience October 2014 - Present
Job Assistant Vice President Internal Audit at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan October 2014 - Present
PwC December 2011 - October 2014
Grant Thornton LLP December 2009 - November 2011
Grant Thornton LLP June 2008 - August 2008
Skills
Accounting, Fund Accounting, Auditing, Financial Analysis, Team Management, Finance, Big 4, Due Diligence, Financial Reporting, Financial Accounting, Microsoft Excel, SEC filings
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
J.P. Morgan October 2014 - Present
PwC December 2011 - October 2014
Grant Thornton LLP December 2009 - November 2011
Grant Thornton LLP June 2008 - August 2008
Skills
Accounting, Fund Accounting, Auditing, Financial Analysis, Team Management, Finance, Big 4, Due Diligence, Financial Reporting, Financial Accounting, Microsoft Excel, SEC filings
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Filip Skala, CFA's J.P. Morgan Experience June 2008 - April 2014
Job Managing Director, Head of US Portfolio Solutions at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald May 2015 - Present
Convergex April 2014 - April 2015
J.P. Morgan June 2008 - April 2014
Bear Stearns August 2005 - June 2008
Skills
Series 7, Derivatives, Equities, Hedge Funds, Alternative Investments, Fixed Income, Series 63, Securities, Investments, Capital Markets, FX trading, Financial Futures, Multi-asset class..., Derivative based..., Trading cost and risk..., Portfolio sales trader, Asset owner..., Statistical analysis, Sales & Marketing..., Manage Client..., Portfolio restructurings, Portfolio Management, FX Options, Financial Risk, Financial Services, Statistics, Finance, Bloomberg, Electronic Trading, Equity Trading, Mutual Funds, Trading Systems
Education
CFA Institute 2003 — 2006
CFA
Pace University 2000 — 2002
MBA, Finance/Marketing
Rutgers, The State University of New Jersey-Newark 1992 — 1996
Bachelor of Science (B.S.), Finance/Economics
Cantor Fitzgerald May 2015 - Present
Convergex April 2014 - April 2015
J.P. Morgan June 2008 - April 2014
Bear Stearns August 2005 - June 2008
Skills
Series 7, Derivatives, Equities, Hedge Funds, Alternative Investments, Fixed Income, Series 63, Securities, Investments, Capital Markets, FX trading, Financial Futures, Multi-asset class..., Derivative based..., Trading cost and risk..., Portfolio sales trader, Asset owner..., Statistical analysis, Sales & Marketing..., Manage Client..., Portfolio restructurings, Portfolio Management, FX Options, Financial Risk, Financial Services, Statistics, Finance, Bloomberg, Electronic Trading, Equity Trading, Mutual Funds, Trading Systems
Education
CFA Institute 2003 — 2006
CFA
Pace University 2000 — 2002
MBA, Finance/Marketing
Rutgers, The State University of New Jersey-Newark 1992 — 1996
Bachelor of Science (B.S.), Finance/Economics
Babak Faraji Babak Faraji's J.P. Morgan Experience June 2000 - September 2000
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
UBS January 2009 - December 2014
Merrill Lynch June 2004 - January 2009
J.P. Morgan June 2000 - September 2000
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.)
Fidelity Investments December 2014 - Present
UBS January 2009 - December 2014
Merrill Lynch June 2004 - January 2009
J.P. Morgan June 2000 - September 2000
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.)
Lisuany Lee's J.P. Morgan Experience July 2012 - Present
Job Finance Analyst at JP Morgan
Industry Financial Services
Experience
J.P. Morgan July 2012 - Present
J.P. Morgan June 2012 - June 2013
ALPFA September 2012 - May 2013
Skills
Financial Analysis, Corporate Finance, Pivot Tables, Accounting, Valuation, Financial Reporting, Microsoft Excel, Access, PowerPoint, Financial Accounting, Leadership, Microsoft Word, Finance, Nonprofits
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
Bachelor of Science (B.S.), Double Major in Accounting and Finance with a concentration in MIS
J.P. Morgan July 2012 - Present
J.P. Morgan June 2012 - June 2013
ALPFA September 2012 - May 2013
Skills
Financial Analysis, Corporate Finance, Pivot Tables, Accounting, Valuation, Financial Reporting, Microsoft Excel, Access, PowerPoint, Financial Accounting, Leadership, Microsoft Word, Finance, Nonprofits
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2013
Bachelor of Science (B.S.), Double Major in Accounting and Finance with a concentration in MIS
Edita Cami Edita Cami's J.P. Morgan Experience August 2012 - Present
Job Staffing Coordinator at J.P. Morgan
Industry Staffing and Recruiting
Experience
J.P. Morgan August 2012 - Present
Rutgers University September 2008 - May 2012
Ropes & Gray LLP June 2011 - July 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Outlook, Social Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Undergraduate, Psychology
J.P. Morgan August 2012 - Present
Rutgers University September 2008 - May 2012
Ropes & Gray LLP June 2011 - July 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Outlook, Social Networking
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Undergraduate, Psychology
Patrick Burket Patrick Burket's J.P. Morgan Experience April 2011 - Present
Job Fixed Income Specialist at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2011 - Present
AXA Equitable October 2010 - April 2011
Estee Lauder January 2009 - August 2009
Skills
Strategy, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Leadership, Financial Analysis, Team Leadership, Time Management, Social Media, Management, Training, Research, Business Strategy, Inventory Control, Finance, Data Analysis, Operations Management, Team Management, Inventory Management, Analysis, Financial Modeling, Cross-functional Team..., Strategic Planning, Process Improvement, Banking, Logistics, Continuous Improvement, Budgets, Coaching, Warehouse Management, Team Building, Materials Management, Supply Chain..., Distribution Center..., Lean Manufacturing, Business Analysis, Supply Chain Management, Project Management, Accounting, Production Planning
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science (BS), Finance, General
J.P. Morgan April 2011 - Present
AXA Equitable October 2010 - April 2011
Estee Lauder January 2009 - August 2009
Skills
Strategy, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Leadership, Financial Analysis, Team Leadership, Time Management, Social Media, Management, Training, Research, Business Strategy, Inventory Control, Finance, Data Analysis, Operations Management, Team Management, Inventory Management, Analysis, Financial Modeling, Cross-functional Team..., Strategic Planning, Process Improvement, Banking, Logistics, Continuous Improvement, Budgets, Coaching, Warehouse Management, Team Building, Materials Management, Supply Chain..., Distribution Center..., Lean Manufacturing, Business Analysis, Supply Chain Management, Project Management, Accounting, Production Planning
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science (BS), Finance, General
William Rejeski's J.P. Morgan Experience June 2013 - April 2014
Job Regional Consultant at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC July 2014 - Present
J.P. Morgan June 2013 - April 2014
Morgan Stanley Private Wealth Management September 2012 - December 2012
Canon Financial Services, Inc. June 2012 - August 2012
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science in Business Administration, Finance, Risk Management & Insurance
Lord, Abbett & Co. LLC July 2014 - Present
J.P. Morgan June 2013 - April 2014
Morgan Stanley Private Wealth Management September 2012 - December 2012
Canon Financial Services, Inc. June 2012 - August 2012
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science in Business Administration, Finance, Risk Management & Insurance
Lauren Burns's J.P. Morgan Experience April 2014 - Present
Job Corporate Communications at J.P. Morgan
Industry Banking
chad martell chad martell's J.P. Morgan Experience May 2010 - March 2014
Job Risk, Compliance & Audit Consultant at U.S. Bank
Industry Financial Services
Experience
U.S. Bank 2015 - Present
J.P. Morgan May 2010 - March 2014
Chase May 2009 - January 2010
Bank of America July 2006 - November 2008
Shimano American Corp. April 2001 - March 2006
United States Marine Corps March 1997 - March 2001
Skills
Banking, Risk Management, Process Improvement, Quality Assurance, Human Resources, Military Operations, Military Experience, Military Training, Military Liaison, Administrative Work, Legal, Patents, Sponsorship, Loss Mitigation, Loss Prevention, Quality Control, Account Management, Relationship Management, Internal Audit, Software Documentation, Customer Service, Mortgage Banking, Credit, Credit Analysis, Loan Origination, Management, Mortgage Lending, Residential Mortgages, Loans
Education
Saddleback College
Clear Lake High School 1991 — 1995
U.S. Bank 2015 - Present
J.P. Morgan May 2010 - March 2014
Chase May 2009 - January 2010
Bank of America July 2006 - November 2008
Shimano American Corp. April 2001 - March 2006
United States Marine Corps March 1997 - March 2001
Skills
Banking, Risk Management, Process Improvement, Quality Assurance, Human Resources, Military Operations, Military Experience, Military Training, Military Liaison, Administrative Work, Legal, Patents, Sponsorship, Loss Mitigation, Loss Prevention, Quality Control, Account Management, Relationship Management, Internal Audit, Software Documentation, Customer Service, Mortgage Banking, Credit, Credit Analysis, Loan Origination, Management, Mortgage Lending, Residential Mortgages, Loans
Education
Saddleback College
Clear Lake High School 1991 — 1995
Nora Duffy Nora Duffy's J.P. Morgan Experience June 2015 - Present
Job Commodities Financial Control Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Saint Joseph's University August 2013 - Present
IMA Consulting June 2014 - August 2014
Merrill Lynch February 2014 - May 2014
Crazy Eight October 2009 - December 2010
Delaware North Companies March 2010 - October 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Access, Outlook, Leadership, Financial Analysis
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (BS), Finance and Financial Planning
J.P. Morgan June 2015 - Present
Saint Joseph's University August 2013 - Present
IMA Consulting June 2014 - August 2014
Merrill Lynch February 2014 - May 2014
Crazy Eight October 2009 - December 2010
Delaware North Companies March 2010 - October 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Access, Outlook, Leadership, Financial Analysis
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (BS), Finance and Financial Planning
Marc Sabo Marc Sabo's J.P. Morgan Experience May 2011 - Present
Job Vice President and Controller, the Private Bank at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2011 - Present
Merrill Lynch November 2007 - May 2011
BlackRock January 2007 - October 2007
Goldman Sachs July 2003 - December 2006
SEI Investments January 2001 - June 2003
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Managed Futures, Private Equity, Series 7, Mutual Funds, Fund Accounting
Education
Saint Joseph's University 1995 — 1999
BA, Marketing
Saint Joseph's University - Erivan K. Haub School of Business
MBA
J.P. Morgan May 2011 - Present
Merrill Lynch November 2007 - May 2011
BlackRock January 2007 - October 2007
Goldman Sachs July 2003 - December 2006
SEI Investments January 2001 - June 2003
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Managed Futures, Private Equity, Series 7, Mutual Funds, Fund Accounting
Education
Saint Joseph's University 1995 — 1999
BA, Marketing
Saint Joseph's University - Erivan K. Haub School of Business
MBA
Eleanor Boone Eleanor Boone's J.P. Morgan Experience November 1998 - August 2001
Job Director, Facilities and Administration
Industry Capital Markets
Experience
Golub Capital September 2015 - Present
The Carlyle Group February 2007 - September 2015
Silver Point Capital March 2006 - February 2007
Andor Capital Management August 2001 - March 2006
J.P. Morgan November 1998 - August 2001
Majestic Mills 1997 - 1999
Skills
Employee Benefits, Project Management, Facilities Management, Corporate Events, Human Resources, Business Continuity..., Alternative Investments
Education
Sacred Heart University
Bachelor of Science, Business Administration and Management, General
Golub Capital September 2015 - Present
The Carlyle Group February 2007 - September 2015
Silver Point Capital March 2006 - February 2007
Andor Capital Management August 2001 - March 2006
J.P. Morgan November 1998 - August 2001
Majestic Mills 1997 - 1999
Skills
Employee Benefits, Project Management, Facilities Management, Corporate Events, Human Resources, Business Continuity..., Alternative Investments
Education
Sacred Heart University
Bachelor of Science, Business Administration and Management, General
William Pan William Pan's J.P. Morgan Experience June 2012 - August 2012
Job Global Asset Allocation Research Developer Analyst at AQR Capital Management
Industry Computer Software
Experience
AQR Capital Management September 2014 - Present
Magnitude Capital, LLC June 2013 - August 2014
Magnitude Capital, LLC September 2012 - June 2013
J.P. Morgan June 2012 - August 2012
WINLAB May 2011 - August 2011
Skills
Programming, SQL, C#, Microsoft SQL Server, .NET, Silverlight, SQL CLR, Python, Visual Studio
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Electrical and Computer Engineering, 3.98
AQR Capital Management September 2014 - Present
Magnitude Capital, LLC June 2013 - August 2014
Magnitude Capital, LLC September 2012 - June 2013
J.P. Morgan June 2012 - August 2012
WINLAB May 2011 - August 2011
Skills
Programming, SQL, C#, Microsoft SQL Server, .NET, Silverlight, SQL CLR, Python, Visual Studio
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor's degree, Electrical and Computer Engineering, 3.98
Brian Mullan, CFA Brian Mullan, CFA's J.P. Morgan Experience April 2013 - May 2015
Job Research Analyst at Surveyor Capital (Citadel LLC) at Citadel LLC
Industry Financial Services
Experience
Citadel LLC June 2015 - Present
J.P. Morgan April 2013 - May 2015
Janney Montgomery Scott February 2010 - March 2013
Morgan Stanley Smith Barney February 2005 - January 2010
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Industry Analysis, Equity Valuation, Accounting, Financial Modeling
Education
Saint Joseph's University 2001 — 2005
BS, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Citadel LLC June 2015 - Present
J.P. Morgan April 2013 - May 2015
Janney Montgomery Scott February 2010 - March 2013
Morgan Stanley Smith Barney February 2005 - January 2010
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Industry Analysis, Equity Valuation, Accounting, Financial Modeling
Education
Saint Joseph's University 2001 — 2005
BS, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Thejas Nalval Thejas Nalval's J.P. Morgan Experience 2013 - 2014
Job Director, Portfolio Trading Solutions
Industry Financial Services
Experience
WallachBeth Capital January 2014 - Present
J.P. Morgan 2013 - 2014
Goldman Sachs 2011 - 2013
Goldman Sachs 2009 - 2011
Goldman Sachs 2005 - 2009
Credit Suisse 2004 - 2005
Skills
Program Trading, Investment Sales, Fixed Income, Equities, Bloomberg, Hedge Funds, Financial Modeling, Derivatives, Capital Markets, Valuation, Trading, Investment Banking, Electronic Trading, Trading Systems, Series 7, Middle Office, Securities, Bloomberg Terminal, Market Data, Equity Derivatives, Hedging, Swaps, Series 63, ETFs, Operational Risk..., Quantitative Analytics, Trading Strategies, Prime Brokerage
Education
NYU Stern School of Business 2008 — 2011
MBA, Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BA, Economics
WallachBeth Capital January 2014 - Present
J.P. Morgan 2013 - 2014
Goldman Sachs 2011 - 2013
Goldman Sachs 2009 - 2011
Goldman Sachs 2005 - 2009
Credit Suisse 2004 - 2005
Skills
Program Trading, Investment Sales, Fixed Income, Equities, Bloomberg, Hedge Funds, Financial Modeling, Derivatives, Capital Markets, Valuation, Trading, Investment Banking, Electronic Trading, Trading Systems, Series 7, Middle Office, Securities, Bloomberg Terminal, Market Data, Equity Derivatives, Hedging, Swaps, Series 63, ETFs, Operational Risk..., Quantitative Analytics, Trading Strategies, Prime Brokerage
Education
NYU Stern School of Business 2008 — 2011
MBA, Quantitative Finance
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
BA, Economics
Igor Cakulev Igor Cakulev's J.P. Morgan Experience January 2014 - May 2014
Job Fixed Income and Derivatives Technology
Industry Financial Services
Experience
TD Securities May 2014 - Present
J.P. Morgan January 2014 - May 2014
JP Morgan October 2010 - January 2014
Deloitte & Touche August 2010 - October 2010
Deloitte & Touche January 2008 - August 2010
BGI 2007 - 2007
PROS Pricing May 2003 - August 2006
Skills
Derivatives, Credit Risk, Risk Management, Fixed Income, Valuation
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Master, Quantitative Finance
University of Belgrade
TD Securities May 2014 - Present
J.P. Morgan January 2014 - May 2014
JP Morgan October 2010 - January 2014
Deloitte & Touche August 2010 - October 2010
Deloitte & Touche January 2008 - August 2010
BGI 2007 - 2007
PROS Pricing May 2003 - August 2006
Skills
Derivatives, Credit Risk, Risk Management, Fixed Income, Valuation
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
Master, Quantitative Finance
University of Belgrade
Jasmine Bilali Jasmine Bilali's J.P. Morgan Experience January 2010 - Present
Job at JPMorgan Private Banking
Industry Banking
Experience
J.P. Morgan January 2010 - Present
HSBC Private Bank September 2007 - November 2009
The Bank of New York Mellon September 1997 - September 2007
Skills
Real Estate, Alternative Investments, Hedge Funds, Investments, Wealth, Asset Management, Management, Loans, Portfolio Management, Relationship Management, Equities, Private Banking, Banking, Wealth Management, Fixed Income, Capital Markets, Financial Advisory, Asset Managment, Management Consulting, Investment Banking, Estate Planning, Writing
Education
Rutgers University-New Brunswick
BA, Economics, French
J.P. Morgan January 2010 - Present
HSBC Private Bank September 2007 - November 2009
The Bank of New York Mellon September 1997 - September 2007
Skills
Real Estate, Alternative Investments, Hedge Funds, Investments, Wealth, Asset Management, Management, Loans, Portfolio Management, Relationship Management, Equities, Private Banking, Banking, Wealth Management, Fixed Income, Capital Markets, Financial Advisory, Asset Managment, Management Consulting, Investment Banking, Estate Planning, Writing
Education
Rutgers University-New Brunswick
BA, Economics, French
David Aizenberg David Aizenberg's J.P. Morgan Experience January 2013 - Present
Job AVP, JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
CohnReznick LLP October 2012 - January 2013
JH Cohn, LLP September 2005 - October 2012
Education
Rutgers, The State University of New Jersey-Newark
BA / BS, Accounting
J.P. Morgan January 2013 - Present
CohnReznick LLP October 2012 - January 2013
JH Cohn, LLP September 2005 - October 2012
Education
Rutgers, The State University of New Jersey-Newark
BA / BS, Accounting
Rhonda Bell, HDM Rhonda Bell, HDM's J.P. Morgan Experience May 2011 - September 2014
Job Certified Client Technology Support Manager
Industry Information Technology and Services
Experience
Related Companies February 2015 - Present
J.P. Morgan May 2011 - September 2014
Global Brands Group (A member of the Fung Group) July 2008 - March 2011
Tiffany & Company 2004 - 2008
Skills
Customer Satisfaction, Incident Management, Process Improvement, Service Delivery, Management, Team Leadership, Call Centers, IT Service Management, Performance Management, Retail, Business Process, Information Technology, Outsourcing, Help Desk Support, Leadership, Program Management, SDLC, Skilled Labor, Service Desk, IT Strategy, IT Management, Active Directory, Problem Management, Project Management, Technical Support, Negotiation, System Administration, Business Intelligence, Cross-functional Team..., Customer Experience, Risk Management, Change Management, Disaster Recovery, Integration, Troubleshooting, Software Project..., Business Services, Business Analysis, Software Documentation, Requirements Analysis, Security, Cloud Computing, Windows 7, Vendor Management, Customer Service, ITIL, SharePoint
Education
Rutgers, The State University of New Jersey-Newark
Related Companies February 2015 - Present
J.P. Morgan May 2011 - September 2014
Global Brands Group (A member of the Fung Group) July 2008 - March 2011
Tiffany & Company 2004 - 2008
Skills
Customer Satisfaction, Incident Management, Process Improvement, Service Delivery, Management, Team Leadership, Call Centers, IT Service Management, Performance Management, Retail, Business Process, Information Technology, Outsourcing, Help Desk Support, Leadership, Program Management, SDLC, Skilled Labor, Service Desk, IT Strategy, IT Management, Active Directory, Problem Management, Project Management, Technical Support, Negotiation, System Administration, Business Intelligence, Cross-functional Team..., Customer Experience, Risk Management, Change Management, Disaster Recovery, Integration, Troubleshooting, Software Project..., Business Services, Business Analysis, Software Documentation, Requirements Analysis, Security, Cloud Computing, Windows 7, Vendor Management, Customer Service, ITIL, SharePoint
Education
Rutgers, The State University of New Jersey-Newark
Marc Bernacchi's J.P. Morgan Experience May 2014 - Present
Job Client Service Associate at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan May 2014 - Present
JPMorgan Chase October 2013 - February 2014
ING Direct/Capital One May 2012 - August 2012
Finish Line January 2008 - January 2011
Eagle Oaks Golf Course January 2005 - January 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Competiscan, SnagIt, Paint, Photoshop, Email, Twitter, Facebook, Financial Analysis, Management, Marketing, Leadership, Social Media, Finance
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (BS), Finance, General
Colts Neck High School 2005 — 2009
High School
J.P. Morgan May 2014 - Present
JPMorgan Chase October 2013 - February 2014
ING Direct/Capital One May 2012 - August 2012
Finish Line January 2008 - January 2011
Eagle Oaks Golf Course January 2005 - January 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Competiscan, SnagIt, Paint, Photoshop, Email, Twitter, Facebook, Financial Analysis, Management, Marketing, Leadership, Social Media, Finance
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (BS), Finance, General
Colts Neck High School 2005 — 2009
High School
Thomas Burkett Thomas Burkett's J.P. Morgan Experience March 2014 - April 2015
Job Hedge Avisory Team Transaction Operations at Chatham Financial
Industry Capital Markets
Experience
Chatham Financial April 2015 - Present
J.P. Morgan March 2014 - April 2015
South Pacific Financial Corp November 2010 - January 2014
Pacific Mercantile Bank December 2009 - November 2010
Prospect Mortgage, LLC 2009 - 2009
Skills
Series 7, Series 63, Finance, Capital Markets, Hedging, FX Hedging, Interest Rate Hedging, Interest Rate Swaps, FX Spot, Private Banking, Investment Banking, Banking, Customer Service, Mortgage Lending, FHA, FHA financing, Mortgage Banking, Refinance, Loans, Investments, First Time Home Buyers, REO, VA loans, Short Sales, Real Estate, Real Estate Financing, HUD, Investors, Mortgage Underwriting, Real Estate Transactions, Residential Mortgages, Condos, Construction Loans, Investment Properties, Foreclosures, Credit, Interest Rate..., Transaction Processing, Document Management, Invoice Processing, ISDA, ISDA negotiations, Dodd-Frank, Client Co-ordination
Education
Saint Bonaventure University 2004 — 2008
BBA/MBA, Finance, Economics
Concord High School
Chatham Financial April 2015 - Present
J.P. Morgan March 2014 - April 2015
South Pacific Financial Corp November 2010 - January 2014
Pacific Mercantile Bank December 2009 - November 2010
Prospect Mortgage, LLC 2009 - 2009
Skills
Series 7, Series 63, Finance, Capital Markets, Hedging, FX Hedging, Interest Rate Hedging, Interest Rate Swaps, FX Spot, Private Banking, Investment Banking, Banking, Customer Service, Mortgage Lending, FHA, FHA financing, Mortgage Banking, Refinance, Loans, Investments, First Time Home Buyers, REO, VA loans, Short Sales, Real Estate, Real Estate Financing, HUD, Investors, Mortgage Underwriting, Real Estate Transactions, Residential Mortgages, Condos, Construction Loans, Investment Properties, Foreclosures, Credit, Interest Rate..., Transaction Processing, Document Management, Invoice Processing, ISDA, ISDA negotiations, Dodd-Frank, Client Co-ordination
Education
Saint Bonaventure University 2004 — 2008
BBA/MBA, Finance, Economics
Concord High School
Patrick W. Delaney Patrick W. Delaney's J.P. Morgan Experience June 2013 - April 2015
Job Analyst at Arbor Commercial Mortgage
Industry Financial Services
Experience
Arbor Commercial Mortgage April 2015 - Present
J.P. Morgan June 2013 - April 2015
Merrill Lynch September 2012 - January 2013
Kraft Sports Group - New England Patriots May 2011 - September 2012
Skills
Leadership, PowerPoint, Microsoft Excel, Research, Social Networking, Microsoft Word, Time Management, Microsoft Office, Marketing, Investments, Public Speaking, Finance, Outlook, Investor Relations, Hedge Funds, Private Equity, Alternative Investments, Financial Services, Fund Of Funds, Financial Analysis, Strategic Planning
Education
Sacred Heart University 2009 — 2013
Bachelor of Science (BS) - Jack Welch College Of Business, Finance & Economics
Sacred Heart University, John F. Welch College of Business 2009 — 2013
Bachelor of Science, Finance & Economics
Arbor Commercial Mortgage April 2015 - Present
J.P. Morgan June 2013 - April 2015
Merrill Lynch September 2012 - January 2013
Kraft Sports Group - New England Patriots May 2011 - September 2012
Skills
Leadership, PowerPoint, Microsoft Excel, Research, Social Networking, Microsoft Word, Time Management, Microsoft Office, Marketing, Investments, Public Speaking, Finance, Outlook, Investor Relations, Hedge Funds, Private Equity, Alternative Investments, Financial Services, Fund Of Funds, Financial Analysis, Strategic Planning
Education
Sacred Heart University 2009 — 2013
Bachelor of Science (BS) - Jack Welch College Of Business, Finance & Economics
Sacred Heart University, John F. Welch College of Business 2009 — 2013
Bachelor of Science, Finance & Economics
Christopher Althoff Christopher Althoff's J.P. Morgan Experience August 2014 - Present
Job Trade Analyst at J.P. Morgan
Industry Accounting
Experience
J.P. Morgan August 2014 - Present
ING Financial Partners October 2012 - January 2014
BNY Mellon May 2013 - August 2013
Dancker, Sellew & Douglas April 2012 - August 2012
Estee Lauder Co October 2011 - January 2012
Skills
Accounting, Sales, Microsoft Excel, Microsoft Office, Management, Time Management, PowerPoint, Microsoft Word, Social Media, Public Speaking, Finance, Research, Marketing, Analysis, Social Networking, Financial Analysis, Facebook, Teamwork
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science, Business Administration; Finance and Accounting, Sophomore
J.P. Morgan August 2014 - Present
ING Financial Partners October 2012 - January 2014
BNY Mellon May 2013 - August 2013
Dancker, Sellew & Douglas April 2012 - August 2012
Estee Lauder Co October 2011 - January 2012
Skills
Accounting, Sales, Microsoft Excel, Microsoft Office, Management, Time Management, PowerPoint, Microsoft Word, Social Media, Public Speaking, Finance, Research, Marketing, Analysis, Social Networking, Financial Analysis, Facebook, Teamwork
Education
Saint Joseph's University 2010 — 2014
Bachelor of Science, Business Administration; Finance and Accounting, Sophomore
James M. Anderson, MBA, PMP James M. Anderson, MBA, PMP's J.P. Morgan Experience February 2015 - Present
Job Information Technology Executive | PMO Lead | IT Governance | Budget & Operations | Vendor Management | Finance & IT
Industry Information Technology and Services
Experience
J.P. Morgan February 2015 - Present
Tronox June 2013 - October 2014
AIG December 2012 - June 2013
Pfizer February 2010 - July 2012
Pfizer October 2008 - March 2010
Pfizer March 2006 - October 2008
Pfizer January 2002 - March 2006
Pfizer October 2000 - January 2002
Warner-Lambert Company October 1998 - October 2000
Warner-Lambert Company August 1997 - October 1998
Education
Sacred Heart University
MBA, Finance
Seton Hall University
BA, Liberal Arts/Business Administration
J.P. Morgan February 2015 - Present
Tronox June 2013 - October 2014
AIG December 2012 - June 2013
Pfizer February 2010 - July 2012
Pfizer October 2008 - March 2010
Pfizer March 2006 - October 2008
Pfizer January 2002 - March 2006
Pfizer October 2000 - January 2002
Warner-Lambert Company October 1998 - October 2000
Warner-Lambert Company August 1997 - October 1998
Education
Sacred Heart University
MBA, Finance
Seton Hall University
BA, Liberal Arts/Business Administration
Dan Koslosky Dan Koslosky's J.P. Morgan Experience September 2014 - Present
Job Cash Operations Manager Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
Pershing, a BNY Mellon company October 2008 - September 2014
Skills
Mutual Funds, Financial Services, Risk Management, Management, Process Improvement, Business Analysis, Investments, Securities, Series 7, Microsoft Excel
Education
Saint Joseph's University 2000 — 2004
Bachelor of Science (BS), Management Information Systems, General
J.P. Morgan September 2014 - Present
Pershing, a BNY Mellon company October 2008 - September 2014
Skills
Mutual Funds, Financial Services, Risk Management, Management, Process Improvement, Business Analysis, Investments, Securities, Series 7, Microsoft Excel
Education
Saint Joseph's University 2000 — 2004
Bachelor of Science (BS), Management Information Systems, General
Cheryl Berry's J.P. Morgan Experience November 2004 - March 2005
Job International Corporate Governance Paralegal
Industry Internet
Experience
GE Capital November 2011 - Present
General Electric November 2009 - June 2012
Soul Sherpa July 2008 - November 2009
LEGG MASON & CO., LLC March 2005 - June 2008
J.P. Morgan November 2004 - March 2005
Andor Capital Management September 2001 - December 2003
PANAMSAT CORPORATION September 1997 - July 2001
CUMMINGS AND LOCKWOOD September 1989 - August 1997
Skills
Securities, Mutual Funds, Due Diligence, Derivatives, Risk Management, Investments, Hedge Funds, Financial Services, Mergers & Acquisitions, Corporate Governance, Corporate Law, Asset Management, Capital Markets, Corporate Finance, Equities, Finance, Legal Compliance, Legal Writing, Management, Microsoft Office, Private Equity
Education
Notary Public / State of CT 2011 — 2018
CT Notary, legal
Sacred Heart University 1995 — 2001
Bachelors in Business Administration/Finance concentration, Bachelor of Science
University of Connecticut 1997 — 1997
Paralegal Certificate, Paralegal Studies
Katherine Gibbs SchoolC 1986 — 1987
Certificate, Administrative Studies
GE Capital November 2011 - Present
General Electric November 2009 - June 2012
Soul Sherpa July 2008 - November 2009
LEGG MASON & CO., LLC March 2005 - June 2008
J.P. Morgan November 2004 - March 2005
Andor Capital Management September 2001 - December 2003
PANAMSAT CORPORATION September 1997 - July 2001
CUMMINGS AND LOCKWOOD September 1989 - August 1997
Skills
Securities, Mutual Funds, Due Diligence, Derivatives, Risk Management, Investments, Hedge Funds, Financial Services, Mergers & Acquisitions, Corporate Governance, Corporate Law, Asset Management, Capital Markets, Corporate Finance, Equities, Finance, Legal Compliance, Legal Writing, Management, Microsoft Office, Private Equity
Education
Notary Public / State of CT 2011 — 2018
CT Notary, legal
Sacred Heart University 1995 — 2001
Bachelors in Business Administration/Finance concentration, Bachelor of Science
University of Connecticut 1997 — 1997
Paralegal Certificate, Paralegal Studies
Katherine Gibbs SchoolC 1986 — 1987
Certificate, Administrative Studies
Joseph McLaughlin Joseph McLaughlin's J.P. Morgan Experience 1986 - 1992
Job Chairman & CEO at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company September 1992 - Present
J.P. Morgan 1986 - 1992
Education
St. Joseph's University 1977 — 1981
BS, Accounting and Finance
The Haverford Trust Company September 1992 - Present
J.P. Morgan 1986 - 1992
Education
St. Joseph's University 1977 — 1981
BS, Accounting and Finance
Jillian Attanasio Jillian Attanasio's J.P. Morgan Experience June 2012 - August 2012
Job Professional Associate Underwriter, Mergers & Acquisitions at ACE Group
Industry Insurance
Experience
ACE Group June 2014 - Present
Northeast Securities July 2007 - August 2013
Philadelphia Insurance Companies January 2013 - April 2013
J.P. Morgan June 2012 - August 2012
KatalystFP June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, PowerPoint, Microsoft Office, Facebook, Financial Analysis, Outlook, Access, Financial Modeling, Social Networking, Social Media, Strategic Planning, Auditing, Analysis
Education
Saint Joseph's University 2002 — 2014
Bachelor of Science in Business Administration, Finance; Risk Management & Insurance
ACE Group June 2014 - Present
Northeast Securities July 2007 - August 2013
Philadelphia Insurance Companies January 2013 - April 2013
J.P. Morgan June 2012 - August 2012
KatalystFP June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Adobe Acrobat, PowerPoint, Microsoft Office, Facebook, Financial Analysis, Outlook, Access, Financial Modeling, Social Networking, Social Media, Strategic Planning, Auditing, Analysis
Education
Saint Joseph's University 2002 — 2014
Bachelor of Science in Business Administration, Finance; Risk Management & Insurance
Jack Reilly's J.P. Morgan Experience September 2008 - May 2010
Job Vendor Specialist at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2010 - Present
J.P. Morgan September 2008 - May 2010
State Street Bank July 2007 - September 2008
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts, Business
Fidelity Investments October 2010 - Present
J.P. Morgan September 2008 - May 2010
State Street Bank July 2007 - September 2008
Education
Saint Anselm College 2003 — 2007
Bachelor of Arts, Business
Vincent Cangialosi Vincent Cangialosi's J.P. Morgan Experience April 2013 - November 2013
Job Finance Manager at Infiniti of Bayside
Industry Financial Services
Experience
Titan Motor Group September 2014 - September 2015
Bank of America November 2013 - June 2014
J.P. Morgan April 2013 - November 2013
Merrill Lynch August 2012 - January 2013
My Boys Beverage Corp September 2006 - August 2012
Strategic Group January 2011 - May 2011
Bay Ridge Toyota June 2007 - August 2007
Skills
Investments, Customer Service, Research, Excel, Operations, Accounting, Management, Microsoft Excel, Microsoft Word, Payroll, PowerPoint, Account Reconciliation, Financial Analysis, Finance, Sales, Social Media, Microsoft Office
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
bachelors of science, finance
St. John's University 2007 — 2011
Bachelor of Science, Finance
Titan Motor Group September 2014 - September 2015
Bank of America November 2013 - June 2014
J.P. Morgan April 2013 - November 2013
Merrill Lynch August 2012 - January 2013
My Boys Beverage Corp September 2006 - August 2012
Strategic Group January 2011 - May 2011
Bay Ridge Toyota June 2007 - August 2007
Skills
Investments, Customer Service, Research, Excel, Operations, Accounting, Management, Microsoft Excel, Microsoft Word, Payroll, PowerPoint, Account Reconciliation, Financial Analysis, Finance, Sales, Social Media, Microsoft Office
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
bachelors of science, finance
St. John's University 2007 — 2011
Bachelor of Science, Finance
Juan Diego Lopez Juan Diego Lopez's J.P. Morgan Experience March 2015 - Present
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2015 - Present
Percolate Inc. January 2015 - March 2015
Daly Associates/Tommy K Vitamins September 2009 - December 2014
Daly Associates/Tommy K Vitamins October 2005 - September 2009
EFCA Crisis Response March 2008 - August 2008
Anytime Appliance and Remodeling August 2002 - March 2008
Skills
Sales, Purchasing, Management, E-commerce, Competitive Analysis, Public Speaking, Inventory Management, Budgets, Microsoft Excel
Education
Sacred Heart University
Bachelor of Business Administration (BBA), International Business
J.P. Morgan March 2015 - Present
Percolate Inc. January 2015 - March 2015
Daly Associates/Tommy K Vitamins September 2009 - December 2014
Daly Associates/Tommy K Vitamins October 2005 - September 2009
EFCA Crisis Response March 2008 - August 2008
Anytime Appliance and Remodeling August 2002 - March 2008
Skills
Sales, Purchasing, Management, E-commerce, Competitive Analysis, Public Speaking, Inventory Management, Budgets, Microsoft Excel
Education
Sacred Heart University
Bachelor of Business Administration (BBA), International Business
Ann M Simpson Ann M Simpson's J.P. Morgan Experience 1995 - 1997
Job
Industry Information Technology and Services
Experience
School Volunteer 2009 - Present
Weichert September 2013 - September 2014
Clear Carrot llc. 2013 - 2014
SAP 2004 - 2006
SAP 2002 - 2004
SAP 2000 - 2002
PMA Insurance Group 1999 - 2000
Computer Aid, Inc. 1997 - 1999
J.P. Morgan 1995 - 1997
Skills
Software Documentation, Business Process, SAP, Business Analysis, Team Building
Education
Saint Joseph's University 1993 — 1997
BS, MIS
School Volunteer 2009 - Present
Weichert September 2013 - September 2014
Clear Carrot llc. 2013 - 2014
SAP 2004 - 2006
SAP 2002 - 2004
SAP 2000 - 2002
PMA Insurance Group 1999 - 2000
Computer Aid, Inc. 1997 - 1999
J.P. Morgan 1995 - 1997
Skills
Software Documentation, Business Process, SAP, Business Analysis, Team Building
Education
Saint Joseph's University 1993 — 1997
BS, MIS
Maria Elena Mora, CPA Maria Elena Mora, CPA's J.P. Morgan Experience May 2010 - August 2010
Job Risk Associate at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP September 2011 - Present
J.P. Morgan May 2010 - August 2010
Santa Fe College August 2007 - April 2008
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting, Financial Accounting, Internal Controls, US GAAP, Internal Audit, Sarbanes-Oxley Act, Financial Modeling, CPA, Microsoft Excel, GAAP, Microsoft Office
Education
University of Florida 2009 — 2011
M.Acc, Accounting
University of Florida - Warrington College Of Business 2008 — 2009
B.S., Accounting
Universidad Antonio de Nebrija 2008 — 2008
Study Abroad Program, Accounting
Santa Fe Community College 2006 — 2007
A.A., Business Administration
Saint Joseph's University 2005 — 2006
English
Crowe Horwath LLP September 2011 - Present
J.P. Morgan May 2010 - August 2010
Santa Fe College August 2007 - April 2008
Skills
Accounting, Financial Analysis, Auditing, Financial Reporting, Financial Accounting, Internal Controls, US GAAP, Internal Audit, Sarbanes-Oxley Act, Financial Modeling, CPA, Microsoft Excel, GAAP, Microsoft Office
Education
University of Florida 2009 — 2011
M.Acc, Accounting
University of Florida - Warrington College Of Business 2008 — 2009
B.S., Accounting
Universidad Antonio de Nebrija 2008 — 2008
Study Abroad Program, Accounting
Santa Fe Community College 2006 — 2007
A.A., Business Administration
Saint Joseph's University 2005 — 2006
English
Nico R. Sharp's J.P. Morgan Experience April 2015 - Present
Job Vice President | Private Client Advisor, JP Morgan Chase Bank N.A.
Industry Investment Management
Experience
J.P. Morgan April 2015 - Present
TD Ameritrade March 2013 - April 2015
Wells Fargo August 2011 - February 2013
Stratmar Retail Services October 2010 - September 2011
Bank of America March 2007 - March 2010
Alpha Phi Delta national Fraternity 2005 - 2008
Education
Rutgers, The State University of New Jersey-Newark
Economics, Political Science
J.P. Morgan April 2015 - Present
TD Ameritrade March 2013 - April 2015
Wells Fargo August 2011 - February 2013
Stratmar Retail Services October 2010 - September 2011
Bank of America March 2007 - March 2010
Alpha Phi Delta national Fraternity 2005 - 2008
Education
Rutgers, The State University of New Jersey-Newark
Economics, Political Science
Parris Taylor Parris Taylor's J.P. Morgan Experience June 2015 - August 2015
Job Leadership Coach at The Braven Accelerator
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Barclays Investment Bank November 2013 - November 2013
Federal Reserve Bank of New York June 2013 - September 2013
Skills
Leadership, Financial Analysis, Investments, Microsoft Excel, Time Management, Microsoft Office, Equity Research, Financial Modeling, Microsoft Word, Equity Valuation, Bloomberg Terminal, Financial Statements, Financial Markets, Spanish, Customer Service, Analytic Thinking, Market Research, Sales, Community Service, Windows, Financial Statement..., Fundamental Analysis, Finance, PowerPoint, Acting
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2016
Bachelor of Science (BS), Finance
J.P. Morgan June 2015 - August 2015
J.P. Morgan June 2014 - August 2014
Barclays Investment Bank November 2013 - November 2013
Federal Reserve Bank of New York June 2013 - September 2013
Skills
Leadership, Financial Analysis, Investments, Microsoft Excel, Time Management, Microsoft Office, Equity Research, Financial Modeling, Microsoft Word, Equity Valuation, Bloomberg Terminal, Financial Statements, Financial Markets, Spanish, Customer Service, Analytic Thinking, Market Research, Sales, Community Service, Windows, Financial Statement..., Fundamental Analysis, Finance, PowerPoint, Acting
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2016
Bachelor of Science (BS), Finance
Jason Yager's J.P. Morgan Experience February 2004 - October 2008
Job Chief Finance / Administrative Officer at Global Tax Management
Industry Management Consulting
Experience
Global Tax Management January 2015 - Present
KPMG October 2008 - January 2015
J.P. Morgan February 2004 - October 2008
Ameriprise Financial Services, Inc. July 2001 - February 2004
EisnerAmper LLP April 2000 - July 2001
Deloitte August 1997 - April 2000
Skills
Business Strategy, Operations Management, Managerial Finance, Project Management, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
The College of New Jersey 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Global Tax Management January 2015 - Present
KPMG October 2008 - January 2015
J.P. Morgan February 2004 - October 2008
Ameriprise Financial Services, Inc. July 2001 - February 2004
EisnerAmper LLP April 2000 - July 2001
Deloitte August 1997 - April 2000
Skills
Business Strategy, Operations Management, Managerial Finance, Project Management, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
Master of Business Administration (M.B.A.), Finance, General
The College of New Jersey 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Anthony Pascarella Anthony Pascarella's J.P. Morgan Experience June 2013 - August 2013
Job FMP at GE Corporate
Industry Financial Services
Experience
GE December 2013 - Present
J.P. Morgan June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Education
Sacred Heart University 2010 — 2013
Bachelor's Degree, Economics, Finance; Honors Program
John Cabot University (Rome, Italy) 2012 — 2012
Bachelor of Science (BS), Economics, Finance
Shaker High School 2006 — 2010
GE December 2013 - Present
J.P. Morgan June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Education
Sacred Heart University 2010 — 2013
Bachelor's Degree, Economics, Finance; Honors Program
John Cabot University (Rome, Italy) 2012 — 2012
Bachelor of Science (BS), Economics, Finance
Shaker High School 2006 — 2010
Caroline Mentis Caroline Mentis's J.P. Morgan Experience March 2013 - Present
Job Vice President, Risk & Control at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2013 - Present
JPMorgan Chase June 2011 - March 2013
Prudential Investment Management January 2006 - September 2009
Prudential Financial June 1997 - September 2009
Skills
Fixed Income, Asset Management, Accounting, Mentoring, Investments, Financial Reporting, Risk Management, Risk Assessment, Operational Risk..., Analysis, Finance, Financial Risk, Financial Services, Hedge Funds, Leadership, Management, Process Improvement, Training
Education
Stevens Institute of Technology 1998 — 2000
Master, MIS (Concentration in Management)
Rutgers, The State University of New Jersey-Newark 1992 — 1996
Bachelor of Science, Accounting
J.P. Morgan March 2013 - Present
JPMorgan Chase June 2011 - March 2013
Prudential Investment Management January 2006 - September 2009
Prudential Financial June 1997 - September 2009
Skills
Fixed Income, Asset Management, Accounting, Mentoring, Investments, Financial Reporting, Risk Management, Risk Assessment, Operational Risk..., Analysis, Finance, Financial Risk, Financial Services, Hedge Funds, Leadership, Management, Process Improvement, Training
Education
Stevens Institute of Technology 1998 — 2000
Master, MIS (Concentration in Management)
Rutgers, The State University of New Jersey-Newark 1992 — 1996
Bachelor of Science, Accounting
Kevin Czekanski Kevin Czekanski's J.P. Morgan Experience October 2013 - October 2014
Job Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2014 - Present
J.P. Morgan October 2013 - October 2014
PHH Corporation June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Research, Public Speaking, Photoshop, Outlook, Analysis, Leadership, Data Analysis, Sales, Marketing
Education
Saint Joseph's University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Wells Fargo November 2014 - Present
J.P. Morgan October 2013 - October 2014
PHH Corporation June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Research, Public Speaking, Photoshop, Outlook, Analysis, Leadership, Data Analysis, Sales, Marketing
Education
Saint Joseph's University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Christine Zill Christine Zill's J.P. Morgan Experience 1997 - 1999
Job Registered Vascular Technician at Hackensack University Medical Center
Industry Hospital & Health Care
Experience
Hackensack University Medical Center February 2015 - Present
Rutgers University January 2014 - December 2014
FauxInteriors 1999 - 2013
J.P. Morgan 1997 - 1999
Smith Barney 1990 - 1997
Skills
Entrepreneurship, Marketing
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2014
Bachelor's Degree, Vascular Sonography, GPA 4.0
Stony Brook University
Bachelor's Degree, Mathematics
Hackensack University Medical Center February 2015 - Present
Rutgers University January 2014 - December 2014
FauxInteriors 1999 - 2013
J.P. Morgan 1997 - 1999
Smith Barney 1990 - 1997
Skills
Entrepreneurship, Marketing
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2014
Bachelor's Degree, Vascular Sonography, GPA 4.0
Stony Brook University
Bachelor's Degree, Mathematics
Victor Moran's J.P. Morgan Experience July 2015 - Present
Job Global Wealth Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Santander Bank, N.A. September 2014 - December 2014
DHR International June 2014 - August 2014
C.H. Robinson October 2013 - May 2014
Total Quality Building Services May 2012 - June 2013
Skills
Spanish, Budgets, Microsoft Office, Microsoft Excel, Business Strategy, Operations Management, Logistics, Microsoft Word, Sales, Data Analysis, Dual Citizenship, Supply Chain Consulting, Research, Data Visualization, French, Business Intelligence, Marketing Strategy, Banking, Finance, Emotional Intelligence, International Trade, Economic Forecasting, Global Strategy, Geopolitics, Cross Cultural..., EViews, Tableau, JMP, CRM, Regression Testing, Balanced Scorecard, Variance Analysis, Time Series Analysis, PowerPoint, Social Networking, Event Planning, Linear Models, Global Business...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Bachelor of Science (B.S.), International Business, Senior
Saint Joseph's University
J.P. Morgan July 2015 - Present
Santander Bank, N.A. September 2014 - December 2014
DHR International June 2014 - August 2014
C.H. Robinson October 2013 - May 2014
Total Quality Building Services May 2012 - June 2013
Skills
Spanish, Budgets, Microsoft Office, Microsoft Excel, Business Strategy, Operations Management, Logistics, Microsoft Word, Sales, Data Analysis, Dual Citizenship, Supply Chain Consulting, Research, Data Visualization, French, Business Intelligence, Marketing Strategy, Banking, Finance, Emotional Intelligence, International Trade, Economic Forecasting, Global Strategy, Geopolitics, Cross Cultural..., EViews, Tableau, JMP, CRM, Regression Testing, Balanced Scorecard, Variance Analysis, Time Series Analysis, PowerPoint, Social Networking, Event Planning, Linear Models, Global Business...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Bachelor of Science (B.S.), International Business, Senior
Saint Joseph's University
Dennis Dragun Dennis Dragun's J.P. Morgan Experience CIB Investor Services, Private Equity Operations, Summer AnalystJPMorgan ChaseJune 2014 - August 2014
Job Financial Services
Industry Banking
Experience
J.P. Morgan CIB Investor Services, Private Equity Operations, Summer AnalystJPMorgan ChaseJune 2014 - August 2014
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2013 - January 2014
TerraCycle June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Works, Photoshop, JavaScript, HTML, Access, Microsoft Excel, Microsoft Word, SAP, Human Resources, Time Management, Research, Teamwork, Sales, Customer Service, Leadership, Team Leadership, Financial Analysis, Capital Budget..., Project Management, Strategic Planning, Data Analysis, Project Planning, Outlook, Finance, Capital Budgeting
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Supply Chain Management and Marketing Sciences & Finance, Business, Junior
J.P. Morgan CIB Investor Services, Private Equity Operations, Summer AnalystJPMorgan ChaseJune 2014 - August 2014
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2013 - January 2014
TerraCycle June 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Works, Photoshop, JavaScript, HTML, Access, Microsoft Excel, Microsoft Word, SAP, Human Resources, Time Management, Research, Teamwork, Sales, Customer Service, Leadership, Team Leadership, Financial Analysis, Capital Budget..., Project Management, Strategic Planning, Data Analysis, Project Planning, Outlook, Finance, Capital Budgeting
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Supply Chain Management and Marketing Sciences & Finance, Business, Junior
Adriana Green Adriana Green's J.P. Morgan Experience August 2013 - Present
Job Associate – Custody Middle Office Manager at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Citi January 2013 - August 2013
Citi June 2008 - January 2013
Citi June 2006 - June 2008
CARCO Group, Inc. May 2005 - April 2006
Skills
Team Building, Customer Service, Strategic Planning, Negotiation, Human Resources, Headhunting, Human Capital, Cash Management, Finance, Budgets, Financial Recruiting, Recruiting, Financial Services, Financial Analysis, Banking, Microsoft Excel, Research, PowerPoint, Microsoft Word, Microsoft Office, Global Strategy, Financial Applications, Financial Accounting, Project Management, Mutual Funds, Corporate Financial..., Outlook, Capital Markets, Alternative Investments, Private Banking, Oracle Applications, Corporate Finance, Financial Law, Managerial Finance, Financial Statements, Financial Markets, Investment Banking, Oracle, Financial Reporting, Personal Finance, Business Analysis, Financial Statement..., Financial Audits, Financial Risk, Financial Advisory, Financial Controlling, Financial Communications, Financial Operations, Financial Projection
Education
Saint Leo University
Master in Business Administration
Universidade Paulista
Bachelor of Science in Law
Citibank
Citibank Mentoring Program
J.P. Morgan August 2013 - Present
Citi January 2013 - August 2013
Citi June 2008 - January 2013
Citi June 2006 - June 2008
CARCO Group, Inc. May 2005 - April 2006
Skills
Team Building, Customer Service, Strategic Planning, Negotiation, Human Resources, Headhunting, Human Capital, Cash Management, Finance, Budgets, Financial Recruiting, Recruiting, Financial Services, Financial Analysis, Banking, Microsoft Excel, Research, PowerPoint, Microsoft Word, Microsoft Office, Global Strategy, Financial Applications, Financial Accounting, Project Management, Mutual Funds, Corporate Financial..., Outlook, Capital Markets, Alternative Investments, Private Banking, Oracle Applications, Corporate Finance, Financial Law, Managerial Finance, Financial Statements, Financial Markets, Investment Banking, Oracle, Financial Reporting, Personal Finance, Business Analysis, Financial Statement..., Financial Audits, Financial Risk, Financial Advisory, Financial Controlling, Financial Communications, Financial Operations, Financial Projection
Education
Saint Leo University
Master in Business Administration
Universidade Paulista
Bachelor of Science in Law
Citibank
Citibank Mentoring Program
Tim Flagler Tim Flagler's J.P. Morgan Experience April 2015 - Present
Job Portfolio Manager, JP Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Morgan Stanley Smith Barney March 2011 - Present
SEI Investments May 2008 - March 2010
John Hancock Life Insurance Company (U.S.A.) September 2007 - November 2007
Wilmington Finance June 2007 - August 2007
AIG May 2006 - August 2006
Skills
Mutual Funds, Accounting, Account Reconciliation, Financial Statements, Asset, Cash, Investments, Bloomberg, Hedge Funds, Financial Analysis, Middle Office, Fund Accounting, Wealth Management, Customer Service
Education
Saint Joseph's University 2004 — 2008
B.S., Finance - Economics
J.P. Morgan April 2015 - Present
Morgan Stanley Smith Barney March 2011 - Present
SEI Investments May 2008 - March 2010
John Hancock Life Insurance Company (U.S.A.) September 2007 - November 2007
Wilmington Finance June 2007 - August 2007
AIG May 2006 - August 2006
Skills
Mutual Funds, Accounting, Account Reconciliation, Financial Statements, Asset, Cash, Investments, Bloomberg, Hedge Funds, Financial Analysis, Middle Office, Fund Accounting, Wealth Management, Customer Service
Education
Saint Joseph's University 2004 — 2008
B.S., Finance - Economics
Suzanne Auriemmo Suzanne Auriemmo's J.P. Morgan Experience May 2013 - September 2013
Job AML/KYC Senior Analyst at RBC Capital Markets
Industry Financial Services
Experience
Citi May 2015 - Present
RBC Capital Markets September 2013 - May 2015
J.P. Morgan May 2013 - September 2013
J.P. Morgan May 2011 - May 2013
JP Morgan May 2010 - May 2011
Astoria Federal Savings November 2008 - May 2010
Skills
Series 7, Anti Money Laundering, KYC, Compliance, Risk Assessment, Financial Services, Securities, Financial Risk, Banking
Education
State University of New York at Albany 2005 — 2008
Bachelor of Science, Business Administration, concentration in Finance and Management
Sacred Heart University 2004 — 2005
Business
Citi May 2015 - Present
RBC Capital Markets September 2013 - May 2015
J.P. Morgan May 2013 - September 2013
J.P. Morgan May 2011 - May 2013
JP Morgan May 2010 - May 2011
Astoria Federal Savings November 2008 - May 2010
Skills
Series 7, Anti Money Laundering, KYC, Compliance, Risk Assessment, Financial Services, Securities, Financial Risk, Banking
Education
State University of New York at Albany 2005 — 2008
Bachelor of Science, Business Administration, concentration in Finance and Management
Sacred Heart University 2004 — 2005
Business
Delaney Downing's J.P. Morgan Experience July 2013 - Present
Job Private Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
Richman Asset Management, Inc. May 2012 - July 2013
Ameriprise Financial Services, Inc. September 2011 - May 2012
Fox News Channel June 2011 - August 2011
Thomson Horstmann & Bryant December 2010 - May 2011
Skills
Financial Statements, Investments, Financial Analysis, Microsoft Excel, Finance, Corporate Finance, Asset Managment
Education
Sacred Heart University 2008 — 2012
BS, Finance
J.P. Morgan July 2013 - Present
Richman Asset Management, Inc. May 2012 - July 2013
Ameriprise Financial Services, Inc. September 2011 - May 2012
Fox News Channel June 2011 - August 2011
Thomson Horstmann & Bryant December 2010 - May 2011
Skills
Financial Statements, Investments, Financial Analysis, Microsoft Excel, Finance, Corporate Finance, Asset Managment
Education
Sacred Heart University 2008 — 2012
BS, Finance
Austin Curtis Austin Curtis's J.P. Morgan Experience August 2014 - Present
Job Investment Banking Analyst (TMT Credit) JPMorgan
Industry Investment Banking
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan May 2013 - August 2014
J.P. Morgan June 2012 - June 2013
J.P. Morgan June 2011 - May 2012
Education
Syracuse University 2011 — 2012
MS, Technology and Information Management, 3.83
S.I. Newhouse School of Public Communications at Syracuse University 2006 — 2010
BS, Public Relations
J.P. Morgan August 2014 - Present
J.P. Morgan May 2013 - August 2014
J.P. Morgan June 2012 - June 2013
J.P. Morgan June 2011 - May 2012
Education
Syracuse University 2011 — 2012
MS, Technology and Information Management, 3.83
S.I. Newhouse School of Public Communications at Syracuse University 2006 — 2010
BS, Public Relations
Nicholas McWilliams Nicholas McWilliams's J.P. Morgan Experience June 2015 - Present
Job Global Finance Analyst at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
Porto Leone Consulting, LLC December 2014 - May 2015
Housen Financial Group June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Data Analysis, Financial Modeling, International Business, Business Valuation, Real Estate Valuation, FactSet, Financial Modeling, Valuation, Social Networking, Financial Analysis, Marketing, Research
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (BS), Finance and International Business
J.P. Morgan June 2015 - Present
Porto Leone Consulting, LLC December 2014 - May 2015
Housen Financial Group June 2013 - August 2013
Skills
PowerPoint, Microsoft Excel, Data Analysis, Financial Modeling, International Business, Business Valuation, Real Estate Valuation, FactSet, Financial Modeling, Valuation, Social Networking, Financial Analysis, Marketing, Research
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (BS), Finance and International Business
John Jack McWilliams John Jack McWilliams's J.P. Morgan Experience June 2015 - Present
Job Financial Analyst Intern at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Saint Joseph's University Development & Alumni Relations Office September 2012 - Present
Not Your Average Joe's July 2014 - March 2015
The Viking Group May 2013 - August 2013
Brads Raw Foods March 2013 - March 2013
The Dilworthtown Inn November 2012 - March 2013
Penn Oaks Golf Club March 2011 - March 2013
Skills
Golf, Event Planning, Golf Courses, Event Management, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Public Relations, Microsoft Office, Marketing, Public Speaking, Social Media, Facebook, Social Media Marketing, Food, Business Strategy, Strategic Financial...
Education
Saint Joseph's University 2012 — 2016
Bachelor's Degree, Family Business & Entrepreneurship and Financial Planning, Junior
Saint Joseph's Preparatory School 2008 — 2012
J.P. Morgan June 2015 - Present
Saint Joseph's University Development & Alumni Relations Office September 2012 - Present
Not Your Average Joe's July 2014 - March 2015
The Viking Group May 2013 - August 2013
Brads Raw Foods March 2013 - March 2013
The Dilworthtown Inn November 2012 - March 2013
Penn Oaks Golf Club March 2011 - March 2013
Skills
Golf, Event Planning, Golf Courses, Event Management, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Public Relations, Microsoft Office, Marketing, Public Speaking, Social Media, Facebook, Social Media Marketing, Food, Business Strategy, Strategic Financial...
Education
Saint Joseph's University 2012 — 2016
Bachelor's Degree, Family Business & Entrepreneurship and Financial Planning, Junior
Saint Joseph's Preparatory School 2008 — 2012
Dave Shah Dave Shah's J.P. Morgan Experience April 2013 - August 2014
Job Senior Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
J.P. Morgan April 2013 - August 2014
AIG April 2012 - April 2013
Citigroup February 2011 - April 2012
Citigroup January 2009 - February 2011
The TriZetto Group June 2007 - August 2007
Skills
Business Process..., Competitive Analysis, SDLC, Equities, Derivatives
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
Bachelors, Finance
University of the Sciences in Philadelphia 2004 — 2005
Pharmacy
J.P. Stevens High School 2000 — 2004
Morgan Stanley August 2014 - Present
J.P. Morgan April 2013 - August 2014
AIG April 2012 - April 2013
Citigroup February 2011 - April 2012
Citigroup January 2009 - February 2011
The TriZetto Group June 2007 - August 2007
Skills
Business Process..., Competitive Analysis, SDLC, Equities, Derivatives
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
Bachelors, Finance
University of the Sciences in Philadelphia 2004 — 2005
Pharmacy
J.P. Stevens High School 2000 — 2004
Jon Alonzo Jon Alonzo's J.P. Morgan Experience April 1997 - March 2012
Job Lead Funder at Renovate America
Industry Financial Services
Experience
Renovate America February 2013 - Present
Sierra Pacific Mortgage Company, Inc. 2002 - 2014
Sierra Pacific Mortgage Company, Inc. December 2002 - February 2013
J.P. Morgan April 1997 - March 2012
Skills
Internal Audit, Financial Audits, External Audit, Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, Financial Accounting, Corporate Finance, Compliance, Legal Compliance, Analysis, Mortgage Lending, Portfolio Management, Auditing, Banking, Loans, Anti Money Laundering, Credit Analysis, Credit, Finance
Education
Sacramento City College 2008 — 2009
Accounting
San Joaquin Delta College 1988 — 1991
Architectural Engineering
Renovate America February 2013 - Present
Sierra Pacific Mortgage Company, Inc. 2002 - 2014
Sierra Pacific Mortgage Company, Inc. December 2002 - February 2013
J.P. Morgan April 1997 - March 2012
Skills
Internal Audit, Financial Audits, External Audit, Accounting, Financial Analysis, Accounts Payable, Accounts Receivable, Financial Accounting, Corporate Finance, Compliance, Legal Compliance, Analysis, Mortgage Lending, Portfolio Management, Auditing, Banking, Loans, Anti Money Laundering, Credit Analysis, Credit, Finance
Education
Sacramento City College 2008 — 2009
Accounting
San Joaquin Delta College 1988 — 1991
Architectural Engineering
Evan Maschmeyer's J.P. Morgan Experience InternThe Haverford Trust CompanyMay 2013 - August 2013
Job Incoming Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan InternThe Haverford Trust CompanyMay 2013 - August 2013
Phil Martelli’s Basketball Camp June 2012 - August 2012
Jeffersonville Basketball Camp May 2011 - August 2011
Phantom Fireworks June 2011 - July 2011
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (B.S.), Finance, Economics
Jeffersonville High School 2007 — 2011
J.P. Morgan InternThe Haverford Trust CompanyMay 2013 - August 2013
Phil Martelli’s Basketball Camp June 2012 - August 2012
Jeffersonville Basketball Camp May 2011 - August 2011
Phantom Fireworks June 2011 - July 2011
Education
Saint Joseph's University 2011 — 2015
Bachelor of Science (B.S.), Finance, Economics
Jeffersonville High School 2007 — 2011
Arav Naik's J.P. Morgan Experience January 2013 - February 2014
Job MBA Candidate at NYU Stern School of Business, Class of 2016
Industry Investment Banking
Experience
NYU Stern School of Business September 2014 - Present
TD Securities March 2014 - July 2015
J.P. Morgan January 2013 - February 2014
J.P. Morgan July 2010 - January 2013
Johnson & Johnson June 2009 - August 2009
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Real Estate
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science (BS), Electrical and Computer Engineering, Cum Laude
NYU Stern School of Business September 2014 - Present
TD Securities March 2014 - July 2015
J.P. Morgan January 2013 - February 2014
J.P. Morgan July 2010 - January 2013
Johnson & Johnson June 2009 - August 2009
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA), Finance and Real Estate
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science (BS), Electrical and Computer Engineering, Cum Laude
Enrique Outeiral's J.P. Morgan Experience May 2012 - November 2013
Job Operations Specialist at Aristeia Capital
Industry Financial Services
Experience
Aristeia Capital November 2013 - Present
J.P. Morgan May 2012 - November 2013
HedgeServ May 2011 - May 2012
Natixis North America March 2007 - September 2009
Morgan Stanley June 2006 - March 2007
Skills
Bloomberg Terminal, Microsoft Office, Excel, Word, Citrix, Access, MS Project, SWIFT, Summit, Mainframe, Filezilla, Markitwire, DTCC, ICE, Citrix Metaframe, Crystal Reports, GENEVA, FRONT ARENA, Derivatives, CDS, IRS, Swaptions, CFD, FX Options, DerivClear, UAT coordination, CCP, SWIFT payments, Bloomberg, Middle Office, Back Office, Microsoft Excel, Trading, Equities, Fixed Income, Hedge Funds, Microsoft Word, Swaps
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2006
Bachelor of Science (B.S.), Economics, 3.62
Aristeia Capital November 2013 - Present
J.P. Morgan May 2012 - November 2013
HedgeServ May 2011 - May 2012
Natixis North America March 2007 - September 2009
Morgan Stanley June 2006 - March 2007
Skills
Bloomberg Terminal, Microsoft Office, Excel, Word, Citrix, Access, MS Project, SWIFT, Summit, Mainframe, Filezilla, Markitwire, DTCC, ICE, Citrix Metaframe, Crystal Reports, GENEVA, FRONT ARENA, Derivatives, CDS, IRS, Swaptions, CFD, FX Options, DerivClear, UAT coordination, CCP, SWIFT payments, Bloomberg, Middle Office, Back Office, Microsoft Excel, Trading, Equities, Fixed Income, Hedge Funds, Microsoft Word, Swaps
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2006
Bachelor of Science (B.S.), Economics, 3.62
Jake Sekelsky's J.P. Morgan Experience May 2013 - August 2013
Job Associate Equity Research at H.C. Wainwright & Co., LLC
Industry Investment Banking
Experience
H.C. Wainwright & Co., LLC March 2014 - Present
Euro Pacific Capital October 2012 - March 2014
J.P. Morgan May 2013 - August 2013
TD Bank Group February 2011 - October 2012
Skills
Credit, Portfolio Management, Asset Management, Financial Services, Financial Modeling, Corporate Finance, Financial Analysis, Banking, Fixed Income, Wealth Management, Investments, Series 7
Education
Sacred Heart University 2010 — 2014
Bachelor's degree, Finance & Economics
H.C. Wainwright & Co., LLC March 2014 - Present
Euro Pacific Capital October 2012 - March 2014
J.P. Morgan May 2013 - August 2013
TD Bank Group February 2011 - October 2012
Skills
Credit, Portfolio Management, Asset Management, Financial Services, Financial Modeling, Corporate Finance, Financial Analysis, Banking, Fixed Income, Wealth Management, Investments, Series 7
Education
Sacred Heart University 2010 — 2014
Bachelor's degree, Finance & Economics
Nicole Lauria Nicole Lauria's J.P. Morgan Experience May 2013 - Present
Job Collateral Risk Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
ING Financial Partners May 2012 - August 2012
Qual-Tran Products May 2012 - August 2012
Philips Healthcare May 2010 - August 2010
Skills
Financial Analysis, Finance, Private Equity, Investments, Strategic Financial..., Portfolio Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing, Communication, Due Diligence, Financial Modeling, Mergers, Analysis, Equities
Education
Saint Joseph's University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Florence University of the Arts 2011 — 2012
J.P. Morgan May 2013 - Present
ING Financial Partners May 2012 - August 2012
Qual-Tran Products May 2012 - August 2012
Philips Healthcare May 2010 - August 2010
Skills
Financial Analysis, Finance, Private Equity, Investments, Strategic Financial..., Portfolio Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing, Communication, Due Diligence, Financial Modeling, Mergers, Analysis, Equities
Education
Saint Joseph's University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
Florence University of the Arts 2011 — 2012
Pat Kiernan Pat Kiernan's J.P. Morgan Experience December 2013 - October 2014
Job Recent Graduate Saint Joseph's University Erivan K. Haub School of Business
Industry Financial Services
Experience
J.P. Morgan December 2013 - October 2014
En-Tech Corporation May 2012 - November 2013
The Store in Harrington Park August 2007 - January 2013
Skills
Powerpoint, Microsoft Excel, Microsoft Office, Spanish, Windows and Mac..., Microsoft Word, Factset
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan December 2013 - October 2014
En-Tech Corporation May 2012 - November 2013
The Store in Harrington Park August 2007 - January 2013
Skills
Powerpoint, Microsoft Excel, Microsoft Office, Spanish, Windows and Mac..., Microsoft Word, Factset
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Vic Punwani Vic Punwani's J.P. Morgan Experience October 2013 - Present
Job Sales Associate Corporate Client Banking at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
J.P. Morgan January 2010 - September 2013
J.P. Morgan November 2007 - December 2009
Lord Abbett 2005 - 2007
Valley National Bank July 2005 - November 2005
Valley National Bank June 2004 - June 2005
Skills
Business Development, Financial Modeling, Leadership, Investment Banking, Private Equity, Mutual Funds, Hedge Funds, Bloomberg, Equities, Finance, Asset Management, Alternative Investments, Investments, Valuation, Series 7, Securities, Capital Markets, Fixed Income, Financial Services, Series 63, Asset Allocation, Portfolio Management, Derivatives, Financial Markets
Education
Rutgers University-New Brunswick 2000 — 2004
BS, Finance
J.P. Stevens HS 1996 — 2000
J.P. Morgan October 2013 - Present
J.P. Morgan January 2010 - September 2013
J.P. Morgan November 2007 - December 2009
Lord Abbett 2005 - 2007
Valley National Bank July 2005 - November 2005
Valley National Bank June 2004 - June 2005
Skills
Business Development, Financial Modeling, Leadership, Investment Banking, Private Equity, Mutual Funds, Hedge Funds, Bloomberg, Equities, Finance, Asset Management, Alternative Investments, Investments, Valuation, Series 7, Securities, Capital Markets, Fixed Income, Financial Services, Series 63, Asset Allocation, Portfolio Management, Derivatives, Financial Markets
Education
Rutgers University-New Brunswick 2000 — 2004
BS, Finance
J.P. Stevens HS 1996 — 2000
David Bizenov David Bizenov's J.P. Morgan Experience June 2014 - January 2015
Job Operations Summer Analyst at J.P. Morgan
Industry
Experience
J.P. Morgan June 2014 - January 2015
Roundview Capital, LLC June 2013 - August 2013
Power Pitching & Hitting May 2012 - July 2012
Black Bear Lake Day Camp July 2009 - August 2010
Skills
Microsoft Office, Research, Bloomberg Terminal, Project Management, Public Speaking, Mac OS, Windows, Leadership, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Economics
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Political Science
J.P. Morgan June 2014 - January 2015
Roundview Capital, LLC June 2013 - August 2013
Power Pitching & Hitting May 2012 - July 2012
Black Bear Lake Day Camp July 2009 - August 2010
Skills
Microsoft Office, Research, Bloomberg Terminal, Project Management, Public Speaking, Mac OS, Windows, Leadership, PowerPoint
Education
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Economics
Rutgers, The State University of New Jersey-New Brunswick 2011 — 2015
Bachelor of Arts (B.A.), Political Science
Brian Gibbs's J.P. Morgan Experience April 2015 - Present
Job VP, Asset Management, CFO Global Investment Management Operations at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
J.P. Morgan June 2011 - March 2015
J.P. Morgan May 2000 - May 2011
Price Waterhouse Coopers June 1998 - May 2000
Skills
Financial Analysis, Financial Modeling, Financial Services, Investment Banking, Analysis, Finance, Banking, Management, Business Strategy, Entrepreneurship, Leadership, Strategy, Program Management, Mergers & Acquisitions, Risk Management, Portfolio Management, Investments, Corporate Finance, Project Planning
Education
Rutgers University-New Brunswick 1993 — 1998
BA, Communication
J.P. Morgan April 2015 - Present
J.P. Morgan June 2011 - March 2015
J.P. Morgan May 2000 - May 2011
Price Waterhouse Coopers June 1998 - May 2000
Skills
Financial Analysis, Financial Modeling, Financial Services, Investment Banking, Analysis, Finance, Banking, Management, Business Strategy, Entrepreneurship, Leadership, Strategy, Program Management, Mergers & Acquisitions, Risk Management, Portfolio Management, Investments, Corporate Finance, Project Planning
Education
Rutgers University-New Brunswick 1993 — 1998
BA, Communication
William Noble's J.P. Morgan Experience 1991 - 1991
Job Technical Strategist at Goldman Sachs (Consultant)
Industry Financial Services
Experience
Goldman Sachs May 2004 - Present
Morgan Stanley 2000 - 2004
Morningstar 1997 - 2000
J.P. Morgan 1991 - 1991
Skills
Equities, Fixed Income, Capital Markets, Equity Research, Emerging Markets, Equity Derivatives, Technical Analysis, Data Mining, Hedge Funds, Macro Economics, Gann Analysis, Foreign Exchange, Presenting to Clients, Writing Daily Reports, Market Data, Financial Forecasting, Trading Strategies, Trading Systems, Bonds, Financial Markets, Equity Trading, Gann Angles, Natural Squares..., Cycles, Electronic Trading, Proprietary Trading, Commodity, Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
Master of Business Administration (MBA), Executive MBA.
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), Economics
Goldman Sachs May 2004 - Present
Morgan Stanley 2000 - 2004
Morningstar 1997 - 2000
J.P. Morgan 1991 - 1991
Skills
Equities, Fixed Income, Capital Markets, Equity Research, Emerging Markets, Equity Derivatives, Technical Analysis, Data Mining, Hedge Funds, Macro Economics, Gann Analysis, Foreign Exchange, Presenting to Clients, Writing Daily Reports, Market Data, Financial Forecasting, Trading Strategies, Trading Systems, Bonds, Financial Markets, Equity Trading, Gann Angles, Natural Squares..., Cycles, Electronic Trading, Proprietary Trading, Commodity, Trading
Education
The University of Texas at Austin - The Red McCombs School of Business 2000 — 2002
Master of Business Administration (MBA), Executive MBA.
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), Economics
George B. Glaraga's J.P. Morgan Experience February 2006 - Present
Job Associate Credit Sales Support
Industry Investment Banking
Experience
J.P. Morgan February 2006 - Present
US Navy October 2005 - October 2009
Knight Securities March 2003 - August 2005
Merrill Lynch April 1999 - March 2003
US Coast Guard March 1993 - July 1997
Skills
Sales, Equities, Investments, Bloomberg, Fixed Income, Portfolio Management, Banking, Investment Banking, Credit, Derivatives, Relationship Management, Bonds, Equity Derivatives, Credit Derivatives, High Yield Bonds, Emerging Markets, Preferred Stock, Debt Settlement, DTC, ICE, Markitwire, Management, Omgeo Oasys, CTM, Murex, PTP
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
J.P. Morgan February 2006 - Present
US Navy October 2005 - October 2009
Knight Securities March 2003 - August 2005
Merrill Lynch April 1999 - March 2003
US Coast Guard March 1993 - July 1997
Skills
Sales, Equities, Investments, Bloomberg, Fixed Income, Portfolio Management, Banking, Investment Banking, Credit, Derivatives, Relationship Management, Bonds, Equity Derivatives, Credit Derivatives, High Yield Bonds, Emerging Markets, Preferred Stock, Debt Settlement, DTC, ICE, Markitwire, Management, Omgeo Oasys, CTM, Murex, PTP
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1993
Silvia Trillo's J.P. Morgan Experience October 2011 - Present
Job Portfolio Management, Global MultiAsset Group
Industry Financial Services
Experience
J.P. Morgan October 2011 - Present
JPMorgan Chase November 2008 - September 2011
JPMorgan Private Bank December 2003 - November 2008
Entergy Nuclear Northeast January 2000 - December 2003
J.P. Morgan 1997 - 1999
Sanford C. Bernstein 1995 - 1997
Skills
Mutual Funds, Management, Portfolio Management, Finance, Hedge Funds, Investments, Auditing, Due Diligence, Equities
Education
Tulane University - A.B. Freeman School of Business 1999 — 2001
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
J.P. Morgan October 2011 - Present
JPMorgan Chase November 2008 - September 2011
JPMorgan Private Bank December 2003 - November 2008
Entergy Nuclear Northeast January 2000 - December 2003
J.P. Morgan 1997 - 1999
Sanford C. Bernstein 1995 - 1997
Skills
Mutual Funds, Management, Portfolio Management, Finance, Hedge Funds, Investments, Auditing, Due Diligence, Equities
Education
Tulane University - A.B. Freeman School of Business 1999 — 2001
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Rina Errazo's J.P. Morgan Experience November 2014 - Present
Job VP at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 2014 - Present
Bank of America July 2013 - November 2014
J.P. Morgan September 2011 - July 2013
Credit Suisse October 2008 - September 2011
Lehman Brothers April 2007 - October 2008
Merrill Lynch November 2005 - April 2007
L'Oréal January 2001 - November 2005
Skills
Investment Banking, Financial Modeling, Business Analysis, Equities, Portfolio Management, Corporate Finance, Trading Systems, Fixed Income, Financial Analysis, Finance, Vendor Management, Valuation, Bloomberg, Hedge Funds, Derivatives, Capital Markets, Financial Advisory
Education
Rutgers University-New Brunswick
J.P. Morgan November 2014 - Present
Bank of America July 2013 - November 2014
J.P. Morgan September 2011 - July 2013
Credit Suisse October 2008 - September 2011
Lehman Brothers April 2007 - October 2008
Merrill Lynch November 2005 - April 2007
L'Oréal January 2001 - November 2005
Skills
Investment Banking, Financial Modeling, Business Analysis, Equities, Portfolio Management, Corporate Finance, Trading Systems, Fixed Income, Financial Analysis, Finance, Vendor Management, Valuation, Bloomberg, Hedge Funds, Derivatives, Capital Markets, Financial Advisory
Education
Rutgers University-New Brunswick
Damian Hughes's J.P. Morgan Experience 1993 - 1999
Job Founding Partner at The Finlay Group, LLC
Industry Financial Services
Experience
The Finlay Group, LLC June 2003 - Present
Deutsche Bank 2013 - 2014
m.a.partners 1999 - 2003
J.P. Morgan 1993 - 1999
Ernst & Young 1989 - 1994
Skills
Risk Management, Investment Banking, Fixed Income, Equities, Due Diligence, FX Options, Hedge Funds, Capital Markets, Derivatives, Trading Systems, Securities, Financial Markets, Equity Derivatives, Market Risk
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1989
Washington University in St. Louis 1980 — 1984
BS, Biology
University of Missouri-Columbia 1982 — 1983
The Finlay Group, LLC June 2003 - Present
Deutsche Bank 2013 - 2014
m.a.partners 1999 - 2003
J.P. Morgan 1993 - 1999
Ernst & Young 1989 - 1994
Skills
Risk Management, Investment Banking, Fixed Income, Equities, Due Diligence, FX Options, Hedge Funds, Capital Markets, Derivatives, Trading Systems, Securities, Financial Markets, Equity Derivatives, Market Risk
Education
Rutgers, The State University of New Jersey-Newark 1988 — 1989
Washington University in St. Louis 1980 — 1984
BS, Biology
University of Missouri-Columbia 1982 — 1983
Mehgan Conciatori's J.P. Morgan Experience September 2011 - August 2015
Job Project Manager at America's Test Kitchen
Industry Media Production
Experience
America's Test Kitchen August 2015 - Present
Boston Red Sox 2007 - Present
J.P. Morgan September 2011 - August 2015
Fidelity Investments January 2004 - August 2011
Fidelity Investments September 2005 - May 2007
Skills
Securities, Mutual Funds, Asset Management, Event Planning, Fixed Income, Equities, Social Media, Public Speaking, Microsoft Office
Education
Saint Anselm College 1999 — 2003
Bachelor's degree
America's Test Kitchen August 2015 - Present
Boston Red Sox 2007 - Present
J.P. Morgan September 2011 - August 2015
Fidelity Investments January 2004 - August 2011
Fidelity Investments September 2005 - May 2007
Skills
Securities, Mutual Funds, Asset Management, Event Planning, Fixed Income, Equities, Social Media, Public Speaking, Microsoft Office
Education
Saint Anselm College 1999 — 2003
Bachelor's degree
Kim Jenkins Manigault, CPA's J.P. Morgan Experience 1994 - 1999
Job SVP CFO Tech & Ops at KeyBank
Industry Financial Services
Experience
KeyBank June 2012 - Present
Bank of America October 2008 - June 2012
Bank of America November 2008 - May 2011
Bank of America September 2006 - October 2008
Bank of America June 2000 - September 2006
Deutsche Bank 1999 - 2000
J.P. Morgan 1994 - 1999
Deloitte 1986 - 1994
Skills
Budgeting, Expense Management, Resourceful, Accountable, Mergers & Acquisitions, Leadership, Management, Analysis, Finance, Strategic Financial..., Recruiting, Project Management, Talent Management, Financial Services, Cash Management, Financial Analysis, Banking, Financial Modeling, Mergers, Financial Reporting, Budgets, Accountability, Risk Management, Strategy, Financial Risk, Forecasting
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (B.S.), Accounting
KeyBank June 2012 - Present
Bank of America October 2008 - June 2012
Bank of America November 2008 - May 2011
Bank of America September 2006 - October 2008
Bank of America June 2000 - September 2006
Deutsche Bank 1999 - 2000
J.P. Morgan 1994 - 1999
Deloitte 1986 - 1994
Skills
Budgeting, Expense Management, Resourceful, Accountable, Mergers & Acquisitions, Leadership, Management, Analysis, Finance, Strategic Financial..., Recruiting, Project Management, Talent Management, Financial Services, Cash Management, Financial Analysis, Banking, Financial Modeling, Mergers, Financial Reporting, Budgets, Accountability, Risk Management, Strategy, Financial Risk, Forecasting
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (B.S.), Accounting
Mark Macpherson's J.P. Morgan Experience November 2013 - March 2014
Job CFO Glide Right Window and Door
Industry Construction
Experience
Glide Right March 2014 - Present
J.P. Morgan November 2013 - March 2014
J.P. Morgan January 2008 - March 2014
Nationpoint, a subsidiary of Merrill Lynch April 2006 - November 2007
Skills
Mortgage Lending, Loans, Underwriting, Outlook, Credit, Microsoft Excel, Microsoft Office, Credit Analysis, Management, PowerPoint, Loan Origination, Mortgage Banking, Mortgage Servicing, Banking, FHA, Loss Mitigation, Mortgage Underwriting, Risk Management, Loan Servicing, Refinance, Residential Mortgages, Default, Loan Modifications, Portfolio Management, Credit Risk, Financial Analysis, Due Diligence, Real Estate, Call Centers, Foreclosures, Investment Properties, Consumer Lending, Financial Structuring, REO, Rates, Lines Of Credit, Real Estate Financing, Finance, Investors, Asset Based Lending, Financial Services, Sales, Customer Retention, Private Banking, Financial Risk, Retail Banking
Education
University of Phoenix-Southern California Campus 2012 — 2014
Bachelor's degree, Business Management
Saddleback College 2004 — 2010
Glide Right March 2014 - Present
J.P. Morgan November 2013 - March 2014
J.P. Morgan January 2008 - March 2014
Nationpoint, a subsidiary of Merrill Lynch April 2006 - November 2007
Skills
Mortgage Lending, Loans, Underwriting, Outlook, Credit, Microsoft Excel, Microsoft Office, Credit Analysis, Management, PowerPoint, Loan Origination, Mortgage Banking, Mortgage Servicing, Banking, FHA, Loss Mitigation, Mortgage Underwriting, Risk Management, Loan Servicing, Refinance, Residential Mortgages, Default, Loan Modifications, Portfolio Management, Credit Risk, Financial Analysis, Due Diligence, Real Estate, Call Centers, Foreclosures, Investment Properties, Consumer Lending, Financial Structuring, REO, Rates, Lines Of Credit, Real Estate Financing, Finance, Investors, Asset Based Lending, Financial Services, Sales, Customer Retention, Private Banking, Financial Risk, Retail Banking
Education
University of Phoenix-Southern California Campus 2012 — 2014
Bachelor's degree, Business Management
Saddleback College 2004 — 2010
Jim Gorsd's J.P. Morgan Experience 1996 - 2001
Job at Nomura Securities
Industry Investment Management
Experience
Murex Capital LLC 2012 - February 2014
Nomura Securities March 2009 - January 2012
Sailfish Capital Partners June 2006 - January 2008
HSBC Securities 2002 - 2006
J.P. Morgan 1996 - 2001
Skills
Equities, Fixed Income, Risk Management, Investments, Trading, Credit, Financial Risk, Emerging Markets, Mutual Funds, Derivatives, Hedge Funds, Bloomberg, Capital Markets, Options, Finance
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Rutgers University
Bachelor of Science, Economics
Murex Capital LLC 2012 - February 2014
Nomura Securities March 2009 - January 2012
Sailfish Capital Partners June 2006 - January 2008
HSBC Securities 2002 - 2006
J.P. Morgan 1996 - 2001
Skills
Equities, Fixed Income, Risk Management, Investments, Trading, Credit, Financial Risk, Emerging Markets, Mutual Funds, Derivatives, Hedge Funds, Bloomberg, Capital Markets, Options, Finance
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Rutgers University
Bachelor of Science, Economics
Donna Kwok's J.P. Morgan Experience April 2013 - Present
Job VP, Business Relationship Manager at J.P. Morgan
Industry Banking
Experience
J.P. Morgan April 2013 - Present
J.P. Morgan September 2008 - April 2013
HSBC January 2006 - August 2008
J.P. Morgan January 2005 - January 2006
J.P. Morgan June 2003 - January 2005
Merrill Lynch November 2000 - August 2002
Johnson & Johnson May 1998 - April 2000
Skills
Credit, Finance, Business Development, Loans, Mortgage Lending, Portfolio Management, Banking
Education
Rutgers University 1994 — 1998
Bachelor of Science in Finance
J.P. Morgan April 2013 - Present
J.P. Morgan September 2008 - April 2013
HSBC January 2006 - August 2008
J.P. Morgan January 2005 - January 2006
J.P. Morgan June 2003 - January 2005
Merrill Lynch November 2000 - August 2002
Johnson & Johnson May 1998 - April 2000
Skills
Credit, Finance, Business Development, Loans, Mortgage Lending, Portfolio Management, Banking
Education
Rutgers University 1994 — 1998
Bachelor of Science in Finance
Chris McElgunn's J.P. Morgan Experience January 1986 - May 1996
Job
Industry Banking
Experience
KeyBank 2014 - Present
Santander U.S. November 2007 - 2014
Bank of America 1997 - 2007
J.P. Morgan January 1986 - May 1996
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Economics
KeyBank 2014 - Present
Santander U.S. November 2007 - 2014
Bank of America 1997 - 2007
J.P. Morgan January 1986 - May 1996
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Economics
Tejas Modi's J.P. Morgan Experience March 2008 - September 2012
Job Associate at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. September 2012 - Present
J.P. Morgan March 2008 - September 2012
Bear Stearns February 2006 - March 2008
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
JPMorgan Chase & Co. September 2012 - Present
J.P. Morgan March 2008 - September 2012
Bear Stearns February 2006 - March 2008
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
Marcos Tipacti's J.P. Morgan Experience February 2015 - Present
Job Finance, Planning, & Business Management Executive
Industry Investment Banking
Experience
J.P. Morgan February 2015 - Present
J.P. Morgan June 2012 - Present
Morgan Stanley (new york branch) May 2011 - May 2012
Morgan Stanley (london branch) January 2004 - December 2010
TACT January 2001 - January 2003
Skills
Sybase, SQL, Unix, Perl, Problem Analysis, Business Analysis, MySQL, Confirmit, QlikView, SharePoint, QlikView Development, Management Consulting, Change Management, Budget Forecasts, Business Service..., Project Management Tools, QTP, Databases, Database Design, CSS, Web Development, General Ledger, Web Design, PowerPivot, InfoPath, Access Database, Project Management Plan, Vendor Management, Vendor Relations, Quality Assurance, HTML + CSS, IIS, Confluence, Wiki Markup
Education
Rutgers, The State University of New Jersey-Newark 1994 — 2001
BA, Computer Science
J.P. Morgan February 2015 - Present
J.P. Morgan June 2012 - Present
Morgan Stanley (new york branch) May 2011 - May 2012
Morgan Stanley (london branch) January 2004 - December 2010
TACT January 2001 - January 2003
Skills
Sybase, SQL, Unix, Perl, Problem Analysis, Business Analysis, MySQL, Confirmit, QlikView, SharePoint, QlikView Development, Management Consulting, Change Management, Budget Forecasts, Business Service..., Project Management Tools, QTP, Databases, Database Design, CSS, Web Development, General Ledger, Web Design, PowerPivot, InfoPath, Access Database, Project Management Plan, Vendor Management, Vendor Relations, Quality Assurance, HTML + CSS, IIS, Confluence, Wiki Markup
Education
Rutgers, The State University of New Jersey-Newark 1994 — 2001
BA, Computer Science
pankil patel's J.P. Morgan Experience June 1995 - December 1998
Job Head of AES Trading Americas at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2003 - Present
Robertson Stephens January 1999 - September 2002
J.P. Morgan June 1995 - December 1998
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Electrical Engineering
Credit Suisse January 2003 - Present
Robertson Stephens January 1999 - September 2002
J.P. Morgan June 1995 - December 1998
Education
Rutgers University-New Brunswick 1991 — 1995
BS, Electrical Engineering
Kiran Shah's J.P. Morgan Experience May 2005 - Present
Job Vice President at JPMorgan Asset Management
Industry Investment Management
Experience
J.P. Morgan May 2005 - Present
Merrill Lynch September 2003 - May 2005
Factiva, A Dow Jones Company June 2002 - June 2003
Education
Rutgers University-New Brunswick
J.P. Morgan May 2005 - Present
Merrill Lynch September 2003 - May 2005
Factiva, A Dow Jones Company June 2002 - June 2003
Education
Rutgers University-New Brunswick
Robert deReyna's J.P. Morgan Experience October 2008 - March 2012
Job Associate Director at Bear Stearns
Industry Financial Services
Experience
J.P. Morgan October 2008 - March 2012
Bear Stearns December 2005 - October 2008
GreenPoint Bank 1999 - 2004
BDO Seidman, LLP 1993 - 1998
Education
St. Bonaventure University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
J.P. Morgan October 2008 - March 2012
Bear Stearns December 2005 - October 2008
GreenPoint Bank 1999 - 2004
BDO Seidman, LLP 1993 - 1998
Education
St. Bonaventure University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
Thomas Hind's J.P. Morgan Experience July 2013 - Present
Job Wholesaler at Dreyfus Investments
Industry Investment Management
Experience
Dreyfus November 2014 - Present
J.P. Morgan July 2013 - Present
AllianceBernstein July 2009 - July 2013
J&W Seligman July 2007 - December 2008
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Asset Management, Equities, Investments, Wealth Management, Fixed Income, Separately Managed..., Hedge Funds, series 66, ETFs, Investment Strategies, Securities, Investment Management, FINRA, Investment Advisory, Portfolio Management, Finance, Retirement Planning, Sales, Capital Markets
Education
Sacred Heart University 2003 — 2006
Bachelor of Science (B.S.), Business with a concentration in marketing
Sacred Heart University 2002 — 2006
Bachelor of Science, John F. Welch College of Business, Business
Dreyfus November 2014 - Present
J.P. Morgan July 2013 - Present
AllianceBernstein July 2009 - July 2013
J&W Seligman July 2007 - December 2008
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Asset Management, Equities, Investments, Wealth Management, Fixed Income, Separately Managed..., Hedge Funds, series 66, ETFs, Investment Strategies, Securities, Investment Management, FINRA, Investment Advisory, Portfolio Management, Finance, Retirement Planning, Sales, Capital Markets
Education
Sacred Heart University 2003 — 2006
Bachelor of Science (B.S.), Business with a concentration in marketing
Sacred Heart University 2002 — 2006
Bachelor of Science, John F. Welch College of Business, Business
Mohammad Ali Tahir's J.P. Morgan Experience June 2015 - Present
Job Vice President Corporate Finance
Industry Banking
Experience
J.P. Morgan June 2015 - Present
GE Capital August 2014 - Present
GE Corporate Treasury April 2012 - Present
GE Capital August 2009 - April 2012
GE Capital August 2008 - August 2009
GE Commercial Finance November 2007 - August 2008
Sofitel Capital Corporation USA, Inc June 2005 - November 2007
Skills
Financial Analysis, Cash Management, Financial Statement..., Loans, Process Improvement, Project Management, Recruiting, Finance, Funding, Banking, Credit, Portfolio Management, Commercial Banking, Credit Risk, Commercial Lending, Analysis, Due Diligence, Financial Risk, Risk Management
Education
Sacred Heart University 2010 — 2012
MBA, Finance
Strayer University 2007 — 2009
M.Sc. Accounting, Accounting
The George Washington University - School of Business 2003 — 2005
B.B.A, International Business
Our Lady Star of the Sea 1990 — 1998
J.P. Morgan June 2015 - Present
GE Capital August 2014 - Present
GE Corporate Treasury April 2012 - Present
GE Capital August 2009 - April 2012
GE Capital August 2008 - August 2009
GE Commercial Finance November 2007 - August 2008
Sofitel Capital Corporation USA, Inc June 2005 - November 2007
Skills
Financial Analysis, Cash Management, Financial Statement..., Loans, Process Improvement, Project Management, Recruiting, Finance, Funding, Banking, Credit, Portfolio Management, Commercial Banking, Credit Risk, Commercial Lending, Analysis, Due Diligence, Financial Risk, Risk Management
Education
Sacred Heart University 2010 — 2012
MBA, Finance
Strayer University 2007 — 2009
M.Sc. Accounting, Accounting
The George Washington University - School of Business 2003 — 2005
B.B.A, International Business
Our Lady Star of the Sea 1990 — 1998
Yanjuan Bian's J.P. Morgan Experience 2011 - Present
Job Student at Rutgers Business School Newark
Industry Information Technology and Services
Experience
J.P. Morgan 2011 - Present
Education
Rutgers, The State University of New Jersey-Newark
Masters, Information Technology
Rutgers, The State University of New Jersey-Newark
J.P. Morgan 2011 - Present
Education
Rutgers, The State University of New Jersey-Newark
Masters, Information Technology
Rutgers, The State University of New Jersey-Newark
Leric Lemons's J.P. Morgan Experience November 2012 - June 2014
Job Assistant Vice President at BNP Paribas
Industry Banking
Experience
BNP Paribas July 2014 - Present
J.P. Morgan November 2012 - June 2014
J.P. Morgan June 2010 - November 2012
Saint Joseph's University August 2007 - April 2010
TD Bank June 2009 - January 2010
Merrill Lynch November 2008 - May 2009
RedBull January 2008 - August 2008
William J. Lemons, CPA Esq May 2007 - August 2008
Skills
Finance, Bloomberg, Fixed Income, Financial Analysis, Economics, Investments, Accounting, Financial Risk, Investment Banking, Financial Statements, Bloomberg Terminal, Financial Modeling, Equities, Portfolio Management, Corporate Finance, Risk Management, Account Reconciliation, Derivatives, Capital Markets, Microsoft Excel, General Ledger, Financial Reporting, VBA, Credit, Financial Accounting, Emerging Markets, Loans, Marketing, Competitive Analysis, Sarbanes-Oxley Act, Leadership, Analysis, Securities, Team Management, Strategic Financial...
Education
Saint Joseph's University 2006 — 2010
B.S., Finance
University of London - Birkbeck College 2009 — 2009
Global Economic Imersion Program, Economics
BNP Paribas July 2014 - Present
J.P. Morgan November 2012 - June 2014
J.P. Morgan June 2010 - November 2012
Saint Joseph's University August 2007 - April 2010
TD Bank June 2009 - January 2010
Merrill Lynch November 2008 - May 2009
RedBull January 2008 - August 2008
William J. Lemons, CPA Esq May 2007 - August 2008
Skills
Finance, Bloomberg, Fixed Income, Financial Analysis, Economics, Investments, Accounting, Financial Risk, Investment Banking, Financial Statements, Bloomberg Terminal, Financial Modeling, Equities, Portfolio Management, Corporate Finance, Risk Management, Account Reconciliation, Derivatives, Capital Markets, Microsoft Excel, General Ledger, Financial Reporting, VBA, Credit, Financial Accounting, Emerging Markets, Loans, Marketing, Competitive Analysis, Sarbanes-Oxley Act, Leadership, Analysis, Securities, Team Management, Strategic Financial...
Education
Saint Joseph's University 2006 — 2010
B.S., Finance
University of London - Birkbeck College 2009 — 2009
Global Economic Imersion Program, Economics
Scott O'Donnell's J.P. Morgan Experience July 1997 - December 2000
Job Director at MetLife
Industry Insurance
Experience
MetLife July 2005 - Present
JPMorgan Chase January 2004 - July 2005
Citigroup January 2001 - December 2003
J.P. Morgan July 1997 - December 2000
Fitch Ratings 1992 - 1997
Chase Manhattan Bank July 1981 - July 1992
Skills
Strategic Planning, Portfolio Management, Investments, Financial Analysis, Risk Management, Equities, Fixed Income, Strategic Financial..., Leadership, Retirement Planning
Education
Rutgers University 1977 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General
MetLife July 2005 - Present
JPMorgan Chase January 2004 - July 2005
Citigroup January 2001 - December 2003
J.P. Morgan July 1997 - December 2000
Fitch Ratings 1992 - 1997
Chase Manhattan Bank July 1981 - July 1992
Skills
Strategic Planning, Portfolio Management, Investments, Financial Analysis, Risk Management, Equities, Fixed Income, Strategic Financial..., Leadership, Retirement Planning
Education
Rutgers University 1977 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General
Anthony Gray's J.P. Morgan Experience September 2013 - Present
Job Investment Advisor at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2013 - Present
Bloomberg LP May 2012 - August 2013
Bloomberg LP April 2011 - May 2012
SMB Capital May 2010 - September 2010
Plum TV October 2006 - November 2008
Skills
Bloomberg, Bloomberg Terminal, Digital Media, Equity Research, Blogging, Social Media Marketing, Finance, Advertising, Market Research, Marketing Strategy, Social Networking, Fixed Income, Final Cut Pro, Media Relations, Broadcast, Financial Markets, Public Speaking, Facebook, Mutual Funds, Investments, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Finance
Wesleyan University 2002 — 2006
BA, American Studies
montclair kimberley 1999 — 2002
J.P. Morgan September 2013 - Present
Bloomberg LP May 2012 - August 2013
Bloomberg LP April 2011 - May 2012
SMB Capital May 2010 - September 2010
Plum TV October 2006 - November 2008
Skills
Bloomberg, Bloomberg Terminal, Digital Media, Equity Research, Blogging, Social Media Marketing, Finance, Advertising, Market Research, Marketing Strategy, Social Networking, Fixed Income, Final Cut Pro, Media Relations, Broadcast, Financial Markets, Public Speaking, Facebook, Mutual Funds, Investments, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
MBA, Finance
Wesleyan University 2002 — 2006
BA, American Studies
montclair kimberley 1999 — 2002
Richard C. Meyer's J.P. Morgan Experience 2000 - 2001
Job Medical Practice Management Consultant at RCM Consulting, PC
Industry Medical Practice
Experience
RCM Consulting, PC July 2012 - Present
Brittany N. Meyer, DMD, PC 2009 - June 2012
Indymac Bank 2005 - 2008
Toyota Financial Services 2001 - 2004
J.P. Morgan 2000 - 2001
Skills
Management, Process Improvement, Finance, Strategy, Business Development, Managerial Finance
Education
Rutgers University 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance, General, 3.4
RCM Consulting, PC July 2012 - Present
Brittany N. Meyer, DMD, PC 2009 - June 2012
Indymac Bank 2005 - 2008
Toyota Financial Services 2001 - 2004
J.P. Morgan 2000 - 2001
Skills
Management, Process Improvement, Finance, Strategy, Business Development, Managerial Finance
Education
Rutgers University 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Finance, General, 3.4
Scott Tourgee's J.P. Morgan Experience April 2013 - August 2013
Job VP, Relationship Manager at Eagle Investment Systems
Industry Financial Services
Experience
Eagle Investment Systems August 2013 - Present
J.P. Morgan April 2013 - August 2013
State Street Bank 2003 - December 2012
State Street Bank 2000 - 2003
State Street Bank 1995 - 2000
Skills
Accounting, Endowments, Relationship Management, Project Management, Alternative Investments, Private Equity, Cross Selling, Financial Analysis, Healthcare, Qualified Retirement..., Global Custody, Financial Reporting, Risk Management, Superior Client Service, Strategic Planning, Contract Negotiation, Investments, Managing P&Ls, Six Sigma, Business Strategy, New Business Development, Client Services, Financial Services
Education
Suffolk University - Sawyer School of Management 1997 — 2000
MBA
Saint Anselm College 1991 — 1995
BA, Financial Economics
Eagle Investment Systems August 2013 - Present
J.P. Morgan April 2013 - August 2013
State Street Bank 2003 - December 2012
State Street Bank 2000 - 2003
State Street Bank 1995 - 2000
Skills
Accounting, Endowments, Relationship Management, Project Management, Alternative Investments, Private Equity, Cross Selling, Financial Analysis, Healthcare, Qualified Retirement..., Global Custody, Financial Reporting, Risk Management, Superior Client Service, Strategic Planning, Contract Negotiation, Investments, Managing P&Ls, Six Sigma, Business Strategy, New Business Development, Client Services, Financial Services
Education
Suffolk University - Sawyer School of Management 1997 — 2000
MBA
Saint Anselm College 1991 — 1995
BA, Financial Economics
Brendan Kearney's J.P. Morgan Experience January 2014 - Present
Job Associate Corporate Banking at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2014 - Present
HSBC June 2012 - December 2013
HSBC December 2010 - June 2012
HSBC July 2010 - November 2010
Skills
Portfolio Management, Credit Analysis, Financial Modeling, Finance, Commercial Banking, Financial Analysis, Credit, Syndications, Leveraged Finance, Leveraged Lending, Credit Risk, Capital Markets, Loans, Banking, Corporate Finance, Risk Management, Investments, Valuation, Relationship Management, Financial Risk, Financial Services, Investment Banking
Education
Villanova University 2009 — 2010
Master of Science, Finance
Saint Joseph's University 2005 — 2009
Bachelor of Science in Business Administration, Finance
J.P. Morgan January 2014 - Present
HSBC June 2012 - December 2013
HSBC December 2010 - June 2012
HSBC July 2010 - November 2010
Skills
Portfolio Management, Credit Analysis, Financial Modeling, Finance, Commercial Banking, Financial Analysis, Credit, Syndications, Leveraged Finance, Leveraged Lending, Credit Risk, Capital Markets, Loans, Banking, Corporate Finance, Risk Management, Investments, Valuation, Relationship Management, Financial Risk, Financial Services, Investment Banking
Education
Villanova University 2009 — 2010
Master of Science, Finance
Saint Joseph's University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Ruchir Tripathi's J.P. Morgan Experience January 2013 - Present
Job V.P. at J.P. Morgan
Industry Banking
Experience
J.P. Morgan January 2013 - Present
Goldman Sachs May 2009 - December 2012
Bank of America March 2005 - May 2009
Keane 2003 - 2004
Skills
Project Management, Electronic Trading..., Business Intelligence, In-Memory BI, Cognos, SAS
Education
S.P. Jain Institute of Management & Research
National Institute Of Technology 1995 — 1999
BS, Mechanical Engineering
J.P. Morgan January 2013 - Present
Goldman Sachs May 2009 - December 2012
Bank of America March 2005 - May 2009
Keane 2003 - 2004
Skills
Project Management, Electronic Trading..., Business Intelligence, In-Memory BI, Cognos, SAS
Education
S.P. Jain Institute of Management & Research
National Institute Of Technology 1995 — 1999
BS, Mechanical Engineering
Aparna Potdar's J.P. Morgan Experience April 2015 - Present
Job Vice President at J P Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Deutsche Bank August 2013 - December 2014
JP Morgan January 1998 - July 2013
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance
University of Mumbai
B.S., Engineering
J.P. Morgan April 2015 - Present
Deutsche Bank August 2013 - December 2014
JP Morgan January 1998 - July 2013
Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance
University of Mumbai
B.S., Engineering
Lorna Ballard's J.P. Morgan Experience November 2012 - March 2014
Job EBT Operations and Client Implementations Manager
Industry Financial Services
Experience
Solutran September 2015 - Present
JPMorgan Chase March 2014 - September 2015
J.P. Morgan November 2012 - March 2014
J.P. Morgan September 2010 - November 2012
J.P. Morgan August 2004 - September 2010
JPMorgan Chase June 1999 - August 2004
Skills
Credit Cards, Payments, Banking, Compliance, Vendor Management, Customer Service, Debit Cards, EBT, State Government, IVR, Operations Management, Contract Management, Transaction Processing, Supplier Negotiation, RFP, Marketing Strategy, Marketing Communications, Project Management, Telephony, Merchant Card Processing, Financial Services, Electronic Payments, Payment Systems, Payment Card Processing, Relationship Management, Cards, Call Centers, Outsourcing, Financial Institutions, Mobile Payments, Back Office, Business Relationship..., Business Requirements, Business Analysis, Offshoring, Business Process..., Requirements Gathering, Process Improvement, Merchant Services, Cross-functional Team..., Customer Retention, Strategic Partnerships, Strategy, Customer Experience, ACH, AML, Analytics, BPO, CRM, Cash Management
Education
Saint Leo University 1997 — 1999
Business Administration, Human Resources
University of South Florida 1992 — 1994
Liberal Arts
University of Florida 1990 — 1992
A.A., Psychology
Solutran September 2015 - Present
JPMorgan Chase March 2014 - September 2015
J.P. Morgan November 2012 - March 2014
J.P. Morgan September 2010 - November 2012
J.P. Morgan August 2004 - September 2010
JPMorgan Chase June 1999 - August 2004
Skills
Credit Cards, Payments, Banking, Compliance, Vendor Management, Customer Service, Debit Cards, EBT, State Government, IVR, Operations Management, Contract Management, Transaction Processing, Supplier Negotiation, RFP, Marketing Strategy, Marketing Communications, Project Management, Telephony, Merchant Card Processing, Financial Services, Electronic Payments, Payment Systems, Payment Card Processing, Relationship Management, Cards, Call Centers, Outsourcing, Financial Institutions, Mobile Payments, Back Office, Business Relationship..., Business Requirements, Business Analysis, Offshoring, Business Process..., Requirements Gathering, Process Improvement, Merchant Services, Cross-functional Team..., Customer Retention, Strategic Partnerships, Strategy, Customer Experience, ACH, AML, Analytics, BPO, CRM, Cash Management
Education
Saint Leo University 1997 — 1999
Business Administration, Human Resources
University of South Florida 1992 — 1994
Liberal Arts
University of Florida 1990 — 1992
A.A., Psychology
Saumil Agrawal's J.P. Morgan Experience July 2013 - Present
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
Borealis Infrastructure March 2012 - June 2013
Macquarie Capital Markets Canada July 2010 - March 2012
Education
Ryerson University 2007 — 2010
Bachelor of Commerce (B.Com.), Finance
CFA Institute
J.P. Morgan July 2013 - Present
Borealis Infrastructure March 2012 - June 2013
Macquarie Capital Markets Canada July 2010 - March 2012
Education
Ryerson University 2007 — 2010
Bachelor of Commerce (B.Com.), Finance
CFA Institute
Vin Leale's J.P. Morgan Experience 2004 - Present
Job Commodities Compliance at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2004 - Present
New York Mercantile Exchange 1997 - 2004
Skills
Commodity Markets, Compliance, Dodd-Frank, Futures, Derivatives, Training
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Science (BS), Accounting
J.P. Morgan 2004 - Present
New York Mercantile Exchange 1997 - 2004
Skills
Commodity Markets, Compliance, Dodd-Frank, Futures, Derivatives, Training
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor of Science (BS), Accounting
Mike Valinoti's J.P. Morgan Experience 2010 - 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
J.P. Morgan 2010 - 2011
Professional Services Group January 2009 - 2010
Merrill Lynch January 1995 - January 2009
Bankers Trust Company January 1990 - January 1995
Drexel Burnham Lambert January 1982 - January 1990
Education
Saint John's University
BS, Management
J.P. Morgan 2010 - 2011
Professional Services Group January 2009 - 2010
Merrill Lynch January 1995 - January 2009
Bankers Trust Company January 1990 - January 1995
Drexel Burnham Lambert January 1982 - January 1990
Education
Saint John's University
BS, Management
Henry Chao's J.P. Morgan Experience September 2011 - September 2014
Job Computer Lab Technician at Florida Polytechnic University
Industry Computer Software
Experience
Florida Polytechnic University September 2014 - Present
J.P. Morgan September 2011 - September 2014
em[POWER] Energy Group, Inc. September 2008 - May 2011
Skills
Microsoft Office, Access, Data Analysis, Matlab, HTML, Project Management, Java, Microsoft Word, SQL, C++
Education
Rutgers University-New Brunswick 2007 — 2011
Cherry Hill High School East
Florida Polytechnic University September 2014 - Present
J.P. Morgan September 2011 - September 2014
em[POWER] Energy Group, Inc. September 2008 - May 2011
Skills
Microsoft Office, Access, Data Analysis, Matlab, HTML, Project Management, Java, Microsoft Word, SQL, C++
Education
Rutgers University-New Brunswick 2007 — 2011
Cherry Hill High School East
Mihir Meswani's J.P. Morgan Experience March 2000 - March 2004
Job
Industry Financial Services
Experience
Sandalwood Securities, Inc. November 2009 - June 2013
Robert Wood Johnson Fnd August 2005 - November 2009
Bank of America March 2004 - August 2005
J.P. Morgan March 2000 - March 2004
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Investments, Equities, Portfolio Management, Asset Allocation, Fixed Income, Derivatives, Investment Strategies, Capital Markets, Bloomberg, Securities, Series 7, Proprietary Trading, Investment Management, Emerging Markets, Asset Management, Investment Advisory, Equity Research, Trading, Mutual Funds, Bonds, Credit, Investment Banking
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1992
B.S Finance and B.A. Economics 1992, Finance and Economics
Sandalwood Securities, Inc. November 2009 - June 2013
Robert Wood Johnson Fnd August 2005 - November 2009
Bank of America March 2004 - August 2005
J.P. Morgan March 2000 - March 2004
Skills
Hedge Funds, Alternative Investments, Asset Managment, Fund Of Funds, Investments, Equities, Portfolio Management, Asset Allocation, Fixed Income, Derivatives, Investment Strategies, Capital Markets, Bloomberg, Securities, Series 7, Proprietary Trading, Investment Management, Emerging Markets, Asset Management, Investment Advisory, Equity Research, Trading, Mutual Funds, Bonds, Credit, Investment Banking
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1992
B.S Finance and B.A. Economics 1992, Finance and Economics
Sandra Butcher's J.P. Morgan Experience January 2014 - Present
Job Risk Management
Industry Investment Banking
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan February 2002 - January 2014
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Spanish Language and Literature
The London School of Economics and Political Science (LSE)
Master of Science (MSc)
J.P. Morgan January 2014 - Present
J.P. Morgan February 2002 - January 2014
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Spanish Language and Literature
The London School of Economics and Political Science (LSE)
Master of Science (MSc)
Jonathan Weidner's J.P. Morgan Experience March 2013 - April 2014
Job Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management April 2014 - Present
J.P. Morgan March 2013 - April 2014
AXA Advisors March 2012 - September 2012
Northwestern Mutual May 2011 - April 2012
Skills
Financial Analysis, Financial Planning, Microsoft Office, Finance, PowerPoint, Insurance, Microsoft Excel
Education
Saint Joseph's University 2008 — 2012
Bachelor's degree, Finance
LaSalle College High School 2004 — 2008
Morgan Stanley Investment Management April 2014 - Present
J.P. Morgan March 2013 - April 2014
AXA Advisors March 2012 - September 2012
Northwestern Mutual May 2011 - April 2012
Skills
Financial Analysis, Financial Planning, Microsoft Office, Finance, PowerPoint, Insurance, Microsoft Excel
Education
Saint Joseph's University 2008 — 2012
Bachelor's degree, Finance
LaSalle College High School 2004 — 2008
Saahil Dhawan's J.P. Morgan Experience May 2013 - December 2014
Job Barclays Investment Bank Equities Product Control
Industry Banking
Experience
Barclays Investment Bank January 2015 - Present
J.P. Morgan May 2013 - December 2014
HSBC August 2012 - May 2013
Johnson & Johnson June 2011 - December 2011
Rutgers University September 2009 - May 2011
Selective Insurance Company of America June 2010 - September 2010
Magyar Bank May 2009 - August 2009
Circuit City October 2007 - December 2008
Skills
Microsoft Office, Reuters, Thompson One, Euromonitor, OneSource, Kline, FrontPage, Dreamweaver, Market Research, Mergers, Licensing, Property & Casualty..., Business Analytics, Acquisitions, Analysis, Banking, Valuation, Mergers & Acquisitions, Training
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2012
Undergraduate, Finance, 3.5
Barclays Investment Bank January 2015 - Present
J.P. Morgan May 2013 - December 2014
HSBC August 2012 - May 2013
Johnson & Johnson June 2011 - December 2011
Rutgers University September 2009 - May 2011
Selective Insurance Company of America June 2010 - September 2010
Magyar Bank May 2009 - August 2009
Circuit City October 2007 - December 2008
Skills
Microsoft Office, Reuters, Thompson One, Euromonitor, OneSource, Kline, FrontPage, Dreamweaver, Market Research, Mergers, Licensing, Property & Casualty..., Business Analytics, Acquisitions, Analysis, Banking, Valuation, Mergers & Acquisitions, Training
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2012
Undergraduate, Finance, 3.5
Shivie Sukhdeo's J.P. Morgan Experience June 2010 - October 2011
Job Fund Controller
Industry Accounting
Experience
GPB Capital Holdings, LLC. January 2015 - April 2015
Citco Fund Services October 2011 - December 2014
J.P. Morgan June 2010 - October 2011
Platinum Celebration Inc April 2009 - June 2010
Grant Thornton LLP November 2006 - April 2009
Margolin, Winer & Evens, LLP October 2004 - November 2006
Education
Saint John's University 2000 — 2004
Master of Science, Accounting
Saint John's University
Bachelor of Science, Accounting
GPB Capital Holdings, LLC. January 2015 - April 2015
Citco Fund Services October 2011 - December 2014
J.P. Morgan June 2010 - October 2011
Platinum Celebration Inc April 2009 - June 2010
Grant Thornton LLP November 2006 - April 2009
Margolin, Winer & Evens, LLP October 2004 - November 2006
Education
Saint John's University 2000 — 2004
Master of Science, Accounting
Saint John's University
Bachelor of Science, Accounting
Salvatore Grisaffi's J.P. Morgan Experience June 1990 - December 1993
Job Consultant Business Analyst Intercompany Financial Control Group
Industry Financial Services
Experience
UBS April 2015 - Present
Nomura Americas LLC November 2010 - October 2014
Nomura Americas LLC June 2009 - November 2010
Bank of America August 2008 - June 2009
Citco Fund Services April 2007 - February 2008
Citi September 2002 - April 2007
Citi December 1999 - September 2002
Chase April 1994 - December 1999
J.P. Morgan June 1990 - December 1993
Skills
Accounting, Financial Accounting, Supervising, Reconcile, Bloomberg, Bonds, ADP Gloss, Euclid, Clearstream, Long-term Customer..., Customer Service, Euroclear, Financial Statements, Fixed Income, Foreign Exchange, Hyperion Reports, General Ledger, ISDA, Mergers, Back Office, Microsoft Office, Sales Support Tools, Securities, Foreign Settlements, Swaps, Swift Transmission, Controllership Functions, Balance Sheet Review, Equities, Training, Staff Development, Account Reconciliation, Financial Risk, Mergers & Acquisitions, Settlement, Options, Trading, Portfolio Management, Financial Services, Mutual Funds, Equity Trading, Middle Office, Hedge Funds, Prime Brokerage, SWIFT payments, Corporate Actions
Education
Saint John's University
Masters Degree, Business Administration; Accounting, 3.4
Stony Brook University
Bachelor of Arts Degree, Economics, Psychology, 3.1
UBS April 2015 - Present
Nomura Americas LLC November 2010 - October 2014
Nomura Americas LLC June 2009 - November 2010
Bank of America August 2008 - June 2009
Citco Fund Services April 2007 - February 2008
Citi September 2002 - April 2007
Citi December 1999 - September 2002
Chase April 1994 - December 1999
J.P. Morgan June 1990 - December 1993
Skills
Accounting, Financial Accounting, Supervising, Reconcile, Bloomberg, Bonds, ADP Gloss, Euclid, Clearstream, Long-term Customer..., Customer Service, Euroclear, Financial Statements, Fixed Income, Foreign Exchange, Hyperion Reports, General Ledger, ISDA, Mergers, Back Office, Microsoft Office, Sales Support Tools, Securities, Foreign Settlements, Swaps, Swift Transmission, Controllership Functions, Balance Sheet Review, Equities, Training, Staff Development, Account Reconciliation, Financial Risk, Mergers & Acquisitions, Settlement, Options, Trading, Portfolio Management, Financial Services, Mutual Funds, Equity Trading, Middle Office, Hedge Funds, Prime Brokerage, SWIFT payments, Corporate Actions
Education
Saint John's University
Masters Degree, Business Administration; Accounting, 3.4
Stony Brook University
Bachelor of Arts Degree, Economics, Psychology, 3.1
Sonia Nath's J.P. Morgan Experience July 2012 - September 2013
Job AVP, Senior Auditor at Bank of America
Industry Financial Services
Experience
Bank of America September 2014 - Present
HSBC September 2013 - September 2014
ALPFA Delaware October 2012 - September 2013
J.P. Morgan July 2012 - September 2013
Rutgers University August 2009 - June 2012
ALPFA New Jersey November 2009 - May 2012
Johnson & Johnson June 2011 - January 2012
Saint Peter’s Healthcare System April 2008 - June 2011
The Madison Square Garden Company September 2010 - December 2010
First Investors Corporation June 2010 - July 2010
Skills
Access, Financial Analysis, Finance, Leadership, Microsoft Excel, PowerPoint, Accounting, Outlook, Time Management, Microsoft Word, Research, Microsoft Office, Teamwork, PeopleSoft, Corporate Finance, Human Resources, Team Building, Sarbanes-Oxley Act, Financial Reporting, US GAAP, SAP, Business Objects, Cognos, Essbase, Lotus Notes, MIS, Recruiting, General Ledger, Equities, FTP, Interviews, Account Reconciliation, Data Analysis, Financial Modeling, Financial Accounting, Pivot Tables, Accounts Receivable, Data Entry, Fundraising, Training, Financial Statements, Bank Reconciliation, Event Planning, Spreadsheets, Vlookup, Nonprofits, Variance Analysis, Public Speaking, TM1
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2012
Bachelors of Science, Finance with a Concentration in Management Information Systems
Bank of America September 2014 - Present
HSBC September 2013 - September 2014
ALPFA Delaware October 2012 - September 2013
J.P. Morgan July 2012 - September 2013
Rutgers University August 2009 - June 2012
ALPFA New Jersey November 2009 - May 2012
Johnson & Johnson June 2011 - January 2012
Saint Peter’s Healthcare System April 2008 - June 2011
The Madison Square Garden Company September 2010 - December 2010
First Investors Corporation June 2010 - July 2010
Skills
Access, Financial Analysis, Finance, Leadership, Microsoft Excel, PowerPoint, Accounting, Outlook, Time Management, Microsoft Word, Research, Microsoft Office, Teamwork, PeopleSoft, Corporate Finance, Human Resources, Team Building, Sarbanes-Oxley Act, Financial Reporting, US GAAP, SAP, Business Objects, Cognos, Essbase, Lotus Notes, MIS, Recruiting, General Ledger, Equities, FTP, Interviews, Account Reconciliation, Data Analysis, Financial Modeling, Financial Accounting, Pivot Tables, Accounts Receivable, Data Entry, Fundraising, Training, Financial Statements, Bank Reconciliation, Event Planning, Spreadsheets, Vlookup, Nonprofits, Variance Analysis, Public Speaking, TM1
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2012
Bachelors of Science, Finance with a Concentration in Management Information Systems
Danny Hirce's J.P. Morgan Experience 1992 - 1996
Job SVP State StreetCorporate Audit
Industry Financial Services
Experience
State Street October 2010 - Present
Fidelity Investments April 2003 - October 2010
Goldman Sachs January 1996 - April 2003
J.P. Morgan 1992 - 1996
Deloitte & Touche LLP 1986 - 1992
Skills
Auditing, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Accounting
State Street October 2010 - Present
Fidelity Investments April 2003 - October 2010
Goldman Sachs January 1996 - April 2003
J.P. Morgan 1992 - 1996
Deloitte & Touche LLP 1986 - 1992
Skills
Auditing, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark
Bachelor's degree, Accounting
Manuel M Martinez's J.P. Morgan Experience March 2013 - Present
Job Settlements and Confirmations Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2013 - Present
AXA Equitable 2006 - 2008
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), Economics
J.P. Morgan March 2013 - Present
AXA Equitable 2006 - 2008
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (B.A.), Economics
Brian Ness's J.P. Morgan Experience June 2012 - May 2014
Job FX Relationship Management Business Development
Industry Financial Services
Experience
J.P. Morgan June 2012 - May 2014
Citibank January 2011 - August 2011
Citibank 2001 - 2011
Citigroup Global Markets August 2001 - January 2010
Salomon Smith Barney November 1998 - August 2001
Smith Barney October 1996 - October 1998
Smith Barney Shearson November 1994 - October 1996
Retail Capital Markets November 1993 - November 1994
National Sales May 1993 - November 1993
Shearson Lehman Brothers May 1989 - April 1993
Skills
Capital Markets, FX, Trading, Sales Management, High Net Worth..., Currency, Options, New Business Development, Foreign Exchange..., Series 7, 63, and 24, New Product Development, FX Sales and Marketing, Relationship Development, FX Hedging, Trading Systems, Fixed Income, FX Options, Foreign Exchange, Mergers & Acquisitions, Business Development, FX trading, Prime Brokerage, Asset Management, Series 7, Strategic Financial..., Financial Services, Strategy, Bloomberg, Derivatives, Series 63, Product Development, Equities, Portfolio Management, Hedge Funds, Asset Allocation, Investments, Securities, Structured Products, Hedging, Alternative Investments, Financial Markets, Bonds, Electronic Trading, Risk Management, Financial Planning
Education
Cook College of Rutgers University 1982 — 1986
B.S, Business Economics
Rutgers University 1982 — 1986
BS, Economics
J.P. Morgan June 2012 - May 2014
Citibank January 2011 - August 2011
Citibank 2001 - 2011
Citigroup Global Markets August 2001 - January 2010
Salomon Smith Barney November 1998 - August 2001
Smith Barney October 1996 - October 1998
Smith Barney Shearson November 1994 - October 1996
Retail Capital Markets November 1993 - November 1994
National Sales May 1993 - November 1993
Shearson Lehman Brothers May 1989 - April 1993
Skills
Capital Markets, FX, Trading, Sales Management, High Net Worth..., Currency, Options, New Business Development, Foreign Exchange..., Series 7, 63, and 24, New Product Development, FX Sales and Marketing, Relationship Development, FX Hedging, Trading Systems, Fixed Income, FX Options, Foreign Exchange, Mergers & Acquisitions, Business Development, FX trading, Prime Brokerage, Asset Management, Series 7, Strategic Financial..., Financial Services, Strategy, Bloomberg, Derivatives, Series 63, Product Development, Equities, Portfolio Management, Hedge Funds, Asset Allocation, Investments, Securities, Structured Products, Hedging, Alternative Investments, Financial Markets, Bonds, Electronic Trading, Risk Management, Financial Planning
Education
Cook College of Rutgers University 1982 — 1986
B.S, Business Economics
Rutgers University 1982 — 1986
BS, Economics
Jessie Dong's J.P. Morgan Experience July 2011 - August 2011
Job Accountant
Industry Accounting
Experience
SS&C GlobeOp May 2013 - September 2015
Citi Group Hedge Fund August 2011 - May 2013
J.P. Morgan July 2011 - August 2011
Newark Now January 2010 - April 2011
Skills
Account Reconciliation, Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Risk, Internal Controls, Microsoft Office, Microsoft Word, Tax Returns, Financial Reporting, Financial Statements, Fund Accounting, Sarbanes-Oxley Act, Microsoft Excel, Bloomberg, Portfolio Management, Fund Administration, Hedge Funds, Derivatives, Accruals, Outlook, Finance, Bloomberg Terminal, Tax Preparation
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2011
Bachelor, Accounting & Finance
SS&C GlobeOp May 2013 - September 2015
Citi Group Hedge Fund August 2011 - May 2013
J.P. Morgan July 2011 - August 2011
Newark Now January 2010 - April 2011
Skills
Account Reconciliation, Accounting, Auditing, Financial Accounting, Financial Analysis, Financial Risk, Internal Controls, Microsoft Office, Microsoft Word, Tax Returns, Financial Reporting, Financial Statements, Fund Accounting, Sarbanes-Oxley Act, Microsoft Excel, Bloomberg, Portfolio Management, Fund Administration, Hedge Funds, Derivatives, Accruals, Outlook, Finance, Bloomberg Terminal, Tax Preparation
Education
Rutgers, The State University of New Jersey-Newark 2008 — 2011
Bachelor, Accounting & Finance
Karen Hartman's J.P. Morgan Experience June 2008 - September 2008
Job Executive Assistant at Evercore Partners
Industry Financial Services
Experience
Evercore Partners 2012 - Present
Jefferies & Company 2008 - 2012
J.P. Morgan June 2008 - September 2008
Bear Stearns 1993 - 2008
Skills
Windows 2010, Investment Banking, Concur, Outlook, Corporate Finance, Microsoft Excel, Bloomberg, Private Equity, Capital Markets, Financial Analysis, Securities, Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Music / Liberal Arts
Evercore Partners 2012 - Present
Jefferies & Company 2008 - 2012
J.P. Morgan June 2008 - September 2008
Bear Stearns 1993 - 2008
Skills
Windows 2010, Investment Banking, Concur, Outlook, Corporate Finance, Microsoft Excel, Bloomberg, Private Equity, Capital Markets, Financial Analysis, Securities, Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Music / Liberal Arts
opal wint's J.P. Morgan Experience January 2014 - May 2014
Job Project Coordinator Citigroup at Software Guidance & Assistance
Industry Banking
Experience
Software Guidance & Assistance August 2014 - Present
J.P. Morgan January 2014 - May 2014
J.P. Morgan January 2012 - January 2014
J.P. Morgan January 2011 - January 2012
J.P. Morgan January 2006 - January 2011
J.P. Morgan January 2001 - January 2006
Bank of America January 2000 - January 2001
Bank of America January 1999 - January 2000
Skills
Business Requirements, Management, User Acceptance Testing
Education
Saint Leo University
Software Guidance & Assistance August 2014 - Present
J.P. Morgan January 2014 - May 2014
J.P. Morgan January 2012 - January 2014
J.P. Morgan January 2011 - January 2012
J.P. Morgan January 2006 - January 2011
J.P. Morgan January 2001 - January 2006
Bank of America January 2000 - January 2001
Bank of America January 1999 - January 2000
Skills
Business Requirements, Management, User Acceptance Testing
Education
Saint Leo University
Margaret Stagg's J.P. Morgan Experience August 1990 - August 1995
Job Accounting Professional
Industry Accounting
Experience
Price Waterhouse Coopers 1995 - 2000
J.P. Morgan August 1990 - August 1995
Deloitte January 1988 - August 1990
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1988
Bachelor of Business Administration (BBA), Accounting and Finance
Price Waterhouse Coopers 1995 - 2000
J.P. Morgan August 1990 - August 1995
Deloitte January 1988 - August 1990
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1988
Bachelor of Business Administration (BBA), Accounting and Finance
Keith meloni's J.P. Morgan Experience February 2013 - Present
Job
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
Education
Saint Bonaventure University 2000 — 2004
Bachelor's degree, Business Administration and Management, General
pittsford sutherland High School 1996 — 2000
J.P. Morgan February 2013 - Present
Education
Saint Bonaventure University 2000 — 2004
Bachelor's degree, Business Administration and Management, General
pittsford sutherland High School 1996 — 2000
Kathryn Johnson Gates's J.P. Morgan Experience November 2007 - May 2010
Job Senior Registered Associate with Morgan Stanley Wealth Management
Industry Financial Services
Experience
First Niagara Bank November 2010 - February 2013
J.P. Morgan November 2007 - May 2010
Brown Brothers Harriman October 2002 - November 2007
Education
University of Delaware 1992 — 1994
Bachelor's degree, Philosophy
St. Joseph's University 1990 — 1992
First Niagara Bank November 2010 - February 2013
J.P. Morgan November 2007 - May 2010
Brown Brothers Harriman October 2002 - November 2007
Education
University of Delaware 1992 — 1994
Bachelor's degree, Philosophy
St. Joseph's University 1990 — 1992
Francine Hoggard's J.P. Morgan Experience September 2013 - Present
Job JPMorgan Chase
Industry Education Management
Experience
J.P. Morgan September 2013 - Present
Liberty Science Center July 2011 - August 2013
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2009
Bachelor of Arts (B.A.), Biology, General
J.P. Morgan September 2013 - Present
Liberty Science Center July 2011 - August 2013
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2009
Bachelor of Arts (B.A.), Biology, General
Alexandra Elia's J.P. Morgan Experience November 2011 - August 2015
Job Financial Center Manager at Bank of America
Industry Financial Services
Experience
Bank of America August 2015 - Present
J.P. Morgan November 2011 - August 2015
Skills
Banking, Customer Service, Microsoft Excel, Risk Management, Portfolio Management, Leadership, Finance, Relationship Management, Financial Analysis, Microsoft Office, Business Analysis, Team Building, Team Leadership, Retail Banking, Credit Risk, Operations Management, Financial Risk, Human Resources
Education
Saint Leo University
Human Resources Management and Services
Bank of America August 2015 - Present
J.P. Morgan November 2011 - August 2015
Skills
Banking, Customer Service, Microsoft Excel, Risk Management, Portfolio Management, Leadership, Finance, Relationship Management, Financial Analysis, Microsoft Office, Business Analysis, Team Building, Team Leadership, Retail Banking, Credit Risk, Operations Management, Financial Risk, Human Resources
Education
Saint Leo University
Human Resources Management and Services
JPMorgan Chase
Goldman Sachs
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS
JPMorgan Chase & Co.